AMERICAN STATISTICAL ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN STATISTICAL ASSOCIATION (EIN 53-0204661)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201431969349301368
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-15T15:15:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530204661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN STATISTICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7036841221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 NORTH WASHINGTON STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141943 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN PORZIO | PersonNm |
| Person Title | ASSOCIATE EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7036841221 | PhoneNum |
| Signature | 2014-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN PORZIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 NORTH WASHINGTON STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141943 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,440,472 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMSTAT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1841 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE EXCELLENCE IN THE APPLICATION OF STATISTICAL SCIENCE ACROSS THE WEALTH OF HUMAN ENDEAVOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 850 | TotalVolunteersCnt |
| Total Gross UBI | $922,954 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $300,876 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $688,481 | PYContributionsGrantsAmt |
| CY Contributions Grants | $430,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,040,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,311,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $453,806 | PYInvestmentIncomeAmt |
| CY Investment Income | $421,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,462,443 | PYOtherRevenueAmt |
| CY Other Revenue | $1,563,865 | CYOtherRevenueAmt |
| PY Total Revenue | $9,644,803 | PYTotalRevenueAmt |
| CY Total Revenue | $9,727,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,655 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $179,818 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,621,136 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,047,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,620,201 | PYOtherExpensesAmt |
| CY Other Expenses | $4,168,532 | CYOtherExpensesAmt |
| PY Total Expenses | $8,338,992 | PYTotalExpensesAmt |
| CY Total Expenses | $8,395,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,305,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,332,093 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,816,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,726,173 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,801,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,937,463 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,014,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,788,710 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASA MISSION IS TO PROMOTE EXCELLENCE IN THE APPLICATION OF STATISTICAL SCIENCE ACROSS THE WEALTH OF HUMAN ENDEAVOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,930,868 | ExpenseAmt |
| Grant | $66,607 | GrantAmt |
| Desc | REPRESENT VARIOUS PROJECTS UNDERTAKEN TO FURTHER STATISTICS AMONG THE PUBLIC. THIS INCLUDES EXPENSES FOR VARIOUS AWARDS PRESENTED, WHICH INCREASE THE VISIBILITY OF STATISTICS AND ITS METHODS WITH THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,874,859 | ExpenseAmt |
| Revenue | $3,216,690 | RevenueAmt |
| Desc | MEETINGS PROGRAM CONSIST OF VARIOUS WORKSHOPS AND MEETINGS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN STATISTICAL THEORY AND APLLICATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,238,087 | ExpenseAmt |
| Grant | $1,729 | GrantAmt |
| Revenue | $970,093 | RevenueAmt |
| Desc | PUBLICATIONS: PRODUCES VARIOUS PUBLICATIONS AND MAGAZINES. THESE PUBLICATIONS REPRESENT THE ASSOCIATION'S COMMITMENT TO THE ONGOING ENHANCEMENT OF STATISTICAL EDUCATION AND THE PUBLIC'S UNDERSTANDING OF STATISTICS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $796,821 | $2,495,363 | MEMBERSHIP SERVICES: PROGRAMS RELATED TO MEMBER SERVICE MAINTENANCE. | |
| $649,657 | $605,460 | SECTION PROGRAM: REPRESENTS THE ASSOCIATION'S ORGANIZATION IN GROUPS BY PROFESSIONAL SUBJECT MATTER. THESE SECTIONS FACILITATE PROFESSIONAL INTERCHANGES AND RESEARCH OPPORTUNITIES IN STATISTICS. | $91,907 |
| $391,080 | $23,159 | EDUCATION PROGRAM CONSISTS OF A WIDE RANGE OF CONTINUING EDUCATIONAL OPPORTUNITIES WHICH REPRESENT A FORUM FOR EMERGING STATISTICS RESEARCH. THESE PROGRAMS INCLUDE WORKSHOPS, LECTURES, AND EXPENSES RELATED TO THE PRODUCTION AND SALE OF EDUCATIONAL MATERIALS. | $18,793 |
| $120,022 | GRANTS AND AWARDS: REPRESENT EXPENSES RELATED TO PROVIDING ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE STATISTICAL EDUCATION, THROUGH THE SUPPORT OF FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES. | $782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,957,580 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $111,482 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,123,982 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,001,394 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN PORZIO | PersonNm |
| Phone | 7036841221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 N WASHINGTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARIE DAVIDIAN | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NATHANIEL SCHENKER | ||||||||
| PRESIDENT-ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT N RODRIGUEZ | ||||||||
| PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID R MORGANSTEIN | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY H MULRY | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES L ROSENBERGE | ||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J KEITH ORD | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A JOHN BAILER | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET P BUCKINGHAM | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD D DE VEAUX | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L BANKS | ||||||||
| PUBLICATION REP TO THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND L CHAMBERS | ||||||||
| INTERNATIONAL REP TO THE B | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS J HORTON | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY J KWASNY | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE LAFLEUR | ||||||||
| REPRESENTATIVE FROM COUNCI | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD L WASSERSTEIN | ||||||||
| SECRETARY | 40.00 | Yes (X) | Yes (X) | $294,583 | $0 | $58,716 | ||
| STEPHEN PORZIO | ||||||||
| ASSOC ED & DOO | 40.00 | $219,768 | $0 | $51,535 | Yes (X) | |||
| J LYNN PALMER | ||||||||
| DIRECTOR OF PROGRAMS | 40.00 | $172,380 | $0 | $27,982 | Yes (X) | |||
| STEPHEN PIERSON | ||||||||
| DIRECTOR OF SCIENCE POLICY | 40.00 | $152,665 | $0 | $41,438 | Yes (X) | |||
| TIMOTHY GILL | ||||||||
| DIRECTOR OF IT | 40.00 | $129,497 | $0 | $40,198 | Yes (X) | |||
| ADRIANO SARMIENTO | ||||||||
| ACCOUNTING MANAGER | 40.00 | $104,806 | $0 | $34,785 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,073,699 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $254,654 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| TAYLOR AND FRANCIS GROUP LLC | ||||||||||
| PO BOX 416566 | BOSTON | MA | 022416566 | PUBLICATION SERVICE | $335,825 | |||||
| PRODUCTION RESOURCE GRP CANADA | ||||||||||
| CONVENTION SERVICE | $261,830 | 137 HORNER AVENUE UNIT 4 | TORONTO | ONTARIO | CA | M8Z 4 | ||||
| JOHN WILEY & SONS LIMITED | ||||||||||
| PUBLICATION SERVICE | $154,395 | THE ATRIUM SOUTHERN GATE CHICHEST | WEST SUSSEX | UK | PO19 8SQ | |||||
| LANE PRESS | ||||||||||
| PO BOX 130 | BURLINGTON | VT | 05402 | PUBLICATION SERVICE | $139,538 | |||||
| MARRIOTT | ||||||||||
| 310 BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | CONVENTION SERVICE | $100,391 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $68,890 | GovernmentGrantsAmt |
| All Other Contributions | $361,890 | AllOtherContributionsAmt |
| Total Contributions | $430,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEETINGS & CONFERENCE | 611430 | $3,216,690 | $2,936,472 | $280,218 | |
| MEMBERSHIP DUES | 900099 | $2,495,363 | $2,495,363 | ||
| PUBLICATIONS | 541800 | $970,093 | $47,139 | $922,954 | |
| SECTION INCOME | 900099 | $606,460 | $606,460 | ||
| EDUCATION | 900099 | $23,159 | $23,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,311,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,711 | TotalRevenueColumnAmt |
| Exclusion | $239,711 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,497,487 | TotalRevenueColumnAmt |
| Exclusion | $1,497,487 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,802 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,802 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,802 | TotalRevenueColumnAmt |
| Exclusion | $11,802 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,894,351 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,712,869 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,482 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,482 | TotalRevenueColumnAmt |
| Exclusion | $181,482 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $46,448 | $46,448 |
| MAILING LIST RENTAL | 900099 | $8,128 | $8,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,727,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,108,593 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $922,954 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,265,276 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,269 | TotalAmt |
| Program Services | $65,269 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,038 | TotalAmt |
| Program Services | $93,038 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,511 | TotalAmt |
| Program Services | $21,511 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,602 | TotalAmt |
| Program Services | $488,083 | ProgramServicesAmt |
| Management And General | $136,519 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,474,593 | TotalAmt |
| Program Services | $1,940,182 | ProgramServicesAmt |
| Management And General | $534,411 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,180 | TotalAmt |
| Program Services | $268,608 | ProgramServicesAmt |
| Management And General | $80,572 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,788 | TotalAmt |
| Program Services | $301,384 | ProgramServicesAmt |
| Management And General | $90,404 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,997 | TotalAmt |
| Program Services | $161,890 | ProgramServicesAmt |
| Management And General | $45,107 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,286 | TotalAmt |
| Program Services | $16,786 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
| Management And General | $32,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,709 | TotalAmt |
| Program Services | $145,008 | ProgramServicesAmt |
| Management And General | $20,701 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,310 | TotalAmt |
| Program Services | $72,310 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,743 | TotalAmt |
| Program Services | $666,091 | ProgramServicesAmt |
| Management And General | $7,652 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,553 | TotalAmt |
| Program Services | $62,615 | ProgramServicesAmt |
| Management And General | $31,938 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,011 | TotalAmt |
| Program Services | $348,093 | ProgramServicesAmt |
| Management And General | $52,918 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,634 | TotalAmt |
| Program Services | $1,351,362 | ProgramServicesAmt |
| Management And General | $20,272 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,239 | TotalAmt |
| Program Services | $136,097 | ProgramServicesAmt |
| Management And General | $41,142 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,927 | TotalAmt |
| Program Services | $237,343 | ProgramServicesAmt |
| Management And General | $71,584 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,859 | TotalAmt |
| Program Services | $12,470 | ProgramServicesAmt |
| Management And General | $32,389 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OVERHEAD ALLOCATION | $277,103 | $208,512 | $68,591 |
| PRINTING & PUBLICATIONS | $212,652 | $212,652 | |
| LOSS ON DEBT EXPENSE | $117,602 | $117,602 | |
| UBIT TAXES | $80,533 | $80,533 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,371 | TotalAmt |
| Program Services | $107,557 | ProgramServicesAmt |
| Management And General | $2,814 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,395,510 | TotalAmt |
| Program Services | $7,001,394 | ProgramServicesAmt |
| Management And General | $1,394,116 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,746 | BOYAmt |
| EOY | $498,153 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,473 | BOYAmt |
| EOY | $22,705 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,196 | BOYAmt |
| EOY | $522,806 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,992 | BOYAmt |
| EOY | $179,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,476,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,799,526 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,967,861 | BOYAmt |
| EOY | $7,677,329 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,868,070 | BOYAmt |
| EOY | $15,729,789 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,662 | BOYAmt |
| EOY | $95,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,816,700 | BOYAmt |
| EOY | $24,726,173 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,091 | BOYAmt |
| EOY | $922,911 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,806 | BOYAmt |
| EOY | $2,313,552 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300,000 | BOYAmt |
| EOY | $5,249,648 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,997 | BOYAmt |
| EOY | $451,352 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,801,894 | BOYAmt |
| EOY | $8,937,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,021,963 | BOYAmt |
| EOY | $14,587,877 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,587 | BOYAmt |
| EOY | $588,937 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,256 | BOYAmt |
| EOY | $611,896 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,014,806 | BOYAmt |
| EOY | $15,788,710 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,816,700 | BOYAmt |
| EOY | $24,726,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,332,093 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,441,811 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $480,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $688,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $430,780 | CurrentTaxYearAmt |
| Total | $3,044,176 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,453,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,477,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,478,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,053,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,388,811 | CurrentTaxYearAmt |
| Total | $31,852,467 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,934,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,171,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,229,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,741,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,819,591 | CurrentTaxYearAmt |
| Total | $34,896,643 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,896,643 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $485,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,724,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,757,128 | CurrentTaxYearAmt |
| Total | $4,672,595 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $485,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $319,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,724,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,757,128 | CurrentTaxYearAmt |
| Total | $4,672,595 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $378,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $987,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,876 | CurrentTaxYearAmt |
| Total | $2,358,850 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,448 | CurrentTaxYearAmt |
| Total | $201,284 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,790,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,879,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,064,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,471,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,924,043 | CurrentTaxYearAmt |
| Total | $42,129,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85160 | PublicSupportPY509Pct |
| Investment Income CY | 0.11090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $50 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $5,521 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $5,571 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION INCURRED LOBBYING EXPENSES FOR MEETINGS ON CAPITAL HILL IN SUPPORT OF THE BUDGETS FOR THE FEDERAL STATISTICAL AGENCIES, NSF AND NIH; LOBBYING FOR FORENSIC SCIENCE REFORM; AND FOR PRESERVATION OF THE AMERICAN COMMUNITY SURVEY. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $667,442 | BeginningYearBalanceAmt |
| Contributions | $64,640 | ContributionsAmt |
| Investment Earnings Or Losses | $102,530 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,130 | OtherExpendituresAmt |
| End Year Balance | $812,482 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $653,676 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,394 | OtherExpendituresAmt |
| End Year Balance | $667,442 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $619,676 | BeginningYearBalanceAmt |
| Contributions | $34,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,737 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,737 | OtherExpendituresAmt |
| End Year Balance | $653,676 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,649 | OtherExpendituresAmt |
| End Year Balance | $619,676 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $573,836 | BeginningYearBalanceAmt |
| Contributions | $57,069 | ContributionsAmt |
| Investment Earnings Or Losses | $21,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,790 | OtherExpendituresAmt |
| End Year Balance | $618,188 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,286,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,286,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,514,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,146,742 | DepreciationAmt |
| Book Value | $6,367,678 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,105 | DepreciationAmt |
| Book Value | $10,981 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $524,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $511,679 | DepreciationAmt |
| Book Value | $12,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,677,329 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY MUTUAL FUNDS | $9,470,528 | F |
| FIXED INCOME MUTUAL FUNDS | $5,633,572 | F |
| MONEY MARKET | $349,638 | C |
| EQUITY IN JOINT VENTURES | $276,051 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,729,789 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO JOINT VENTURES | Desc |
| Amt | $451,352 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $451,352 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,169,414 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,441,811 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,441,811 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,727,603 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,727,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,395,510 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,395,510 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,395,510 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. ALL EARNINGS OF THE ENDOWMENT ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR EXPENDITURE BASED ON DONOR RESTRICTIONS BY THE VARIOUS COMMITTEES OF THE ASSOCIATION. THE BOARD OF DIRECTORS HAS ASSIGNED A COMMITTEE TO EACH PROGRAM FOR THE PURPOSES OF SELECTING AND RECOMMENDING INDIVIDUALS FOR AWARDS OR GRANTS. |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HOWEVER, THE ASSOCIATION IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE AND THE STATE OF VIRGINIA, AS WELL AS PAY CERTAIN OTHER TAXES TO LOCAL JURISDICTIONS. THE ASSOCIATION INCURRED APPROXIMATELY $80,533 IN INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME RELATED TO THE NET INCOME EARNED ON ADVERTISING SALES FOR THE YEAR ENDED DECEMBER 31, 2013. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ASSOCIATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | GRANTS TO RECIPIENTS | $7,237 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | GRANTS TO RECIPIENTS | $5,909 | |
| MIDDLE EAST AND NORTH AFRICA | GRANTS TO RECIPIENTS | $3,375 | |
| NORTH AMERICA | PROGRAM SERVICES | $583,920 | CONFERENCE |
| NORTH AMERICA | GRANTS TO RECIPIENTS | $4,250 | |
| RUSSIA & THE NEWLY INDEPENDENT STATES | GRANTS TO RECIPIENTS | $250 | |
| SOUTH ASIA | GRANTS TO RECIPIENTS | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $605,091 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $605,091 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| AWARDS | EAST ASIA AND THE PACIFIC | 7 | $2,222 |
| AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 9 | $5,159 |
| AWARDS | MIDDLE EAST AND NORTH AFRICA | 2 | $3,715 |
| AWARDS | NORTH AMERICA | 2 | $1,250 |
| AWARDS | RUSSIA & THE NEWLY INDEPENDENT STATES | 1 | $250 |
| AWARDS | SOUTH ASIA | 1 | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH INVOICE IS APPROVED AND SIGNED BY A GRANTS MANAGER BEFORE IT IS PAID TO BE SURE THAT ALL EXPENSES ARE LEGITIMATE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MATHEMATICAL ASSOCIATION OF AMERICA | |||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | 237155840 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| WASHINGTON STATISTICAL SOCIETY | |||||||
| 1650 RESEARCH BLVD | ROCKVILLE | MD | 20850 | 521665991 | 501(C)(3) | $8,861 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARD | GrantTypeTxt |
| Recipient | 156 | RecipientCnt |
| Cash Grant | $93,038 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH INVOICE IS APPROVED AND SIGNED BY A GRANTS MANAGER BEFORE IT IS PAID TO BE SURE THAT ALL EXPENSES ARE LEGITIMATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD L WASSERSTEIN | ||||||||||||||
| SECRETARY | $279,846 | $0 | $14,015 | $0 | $722 | $0 | $34,699 | $0 | $24,017 | $0 | $353,299 | $0 | $0 | $0 |
| STEPHEN PORZIO | ||||||||||||||
| ASSOC ED & DOO | $216,140 | $0 | $3,250 | $0 | $378 | $0 | $26,377 | $0 | $25,158 | $0 | $271,303 | $0 | $0 | $0 |
| J LYNN PALMER | ||||||||||||||
| DIRECTOR OF PROGRAMS | $166,158 | $0 | $5,500 | $0 | $722 | $0 | $10,375 | $0 | $17,607 | $0 | $200,362 | $0 | $0 | $0 |
| STEPHEN PIERSON | ||||||||||||||
| DIRECTOR OF SCIENCE POLICY | $150,074 | $0 | $2,250 | $0 | $341 | $0 | $18,415 | $0 | $23,023 | $0 | $194,103 | $0 | $0 | $0 |
| TIMOTHY GILL | ||||||||||||||
| DIRECTOR OF IT | $127,245 | $0 | $2,000 | $0 | $252 | $0 | $15,889 | $0 | $24,309 | $0 | $169,695 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSDEVELAUTHORITY- CITY OF ALEXANDRIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 531381432 | BondIssuerEIN |
| CUSIP | 015305AB1 | CUSIPNum |
| Bond Issued | 2005-08-17 | BondIssuedDt |
| Issue Price | $5,396,000 | IssuePriceAmt |
| Purpose | BUILDING CONSTRUCTION PROJECT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $146,352 | RetiredAmt |
| Total Proceeds | $5,396,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $99,556 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | NO REBATE WAS DUE BECAUSE THE FINAL ALLOCATION OF PROCEEDS HAS BEEN MADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: FULL AND ORGANIZATIONAL. A FULL MEMBER IS AN INDIVIDUAL INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION OR AN INDIVIDUAL REPRESENTING AN ORGANIZATIONAL MEMBER. A FULL MEMBER ENJOYS ALL OF THE PRIVILEGES OF FULL MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BY-LAWS, INCLUDING VOTING FOR AND HOLDING OFFICE. AN ORGANIZATIONAL MEMBER IS AN INSTITUTION, CORPORATION, OR OTHER ORGANIZATION INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL FULL MEMBERS CAN VOTE FOR MEMBERS OF THE BOARD AND ON AMENDMENTS TO THE ASA CONSTITUTION AND BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE BY-LAWS AND CONSTITUTION REQUIRE A VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FINAL RETURN WILL BE DISTRIBUTED TO THE BOARD ELECTRONICALLY. STAFF ARE AVAILABLE TO ANSWER QUESTIONS SHOULD THEY ARISE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM EACH YEAR. THE POLICY/FORM ASKS THEM TO DISCLOSE POTENTIAL CONFLICTS. IF ANY ARE NOTED THROUGH THIS PROCESS, OR BY OTHER MEANS, APPROPRIATE ACTION IS TAKEN. BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MANAGEMENT REVIEW COMMITTEE EVALUATES AND ASSESSES BOTH THE PERFORMANCE AND THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING THE JUNE MEETING OF THE BOARD OF DIRECTORS. A WRITTEN EVALUATION IS GIVEN TO THE EXECUTIVE DIRECTOR AND A SEPARATE, CONFIDENTIAL REPORT IS GIVEN TO THE BOARD OF DIRECTORS. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THE CURRENT EXECUTIVE DIRECTOR'S CONTRACT YEAR BEGINS ON AUGUST 15TH. 1. ANNUALLY THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION OF THE EXECUTIVE DIRECTOR. 2. THE COMMITTEE IS COMPOSED OF THE PRESIDENT, WHO ACTS AS CHAIR, THE PRESIDENT-ELECT AND THE PAST PRESIDENT OF THE AMERICAN STATISTICAL ASSOCIATION (ASA). 3. EACH MEMBER OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS HAS READ AND SIGNED A CONFLICT OF INTEREST AGREEMENT WITH THE ASA. 4. PRIOR TO APPROVING THE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR, SOURCES OF DATA THAT ARE AVAILABLE AT THE TIME ARE USED TO DETERMINE COMPARABLE, REASONABLE COMPENSATION. THOSE SOURCES OF DATA MAY INCLUDE: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC AREA NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT 5. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THEY APPROVE IN ADVANCE THE COMPENSATION ARRANGEMENT OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR. 6. AS THE COMMITTEE MAKES EACH DETERMINATION, IT DOCUMENTS THE BASIS FOR EACH DECISION. DOCUMENTATION OF THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION. MEMBERS OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS PRESENT AND VOTING. COPIES OF THE CONFLICT OF INTEREST AGREEMENT SIGNED BY THE MEMBERS OF THE COMMITTEE. COPIES OF THE EXECUTIVE DIRECTOR'S: -CONTRACT -POSITION DESCRIPTION -PERFORMANCE EVALUATION (PRIOR YEAR AND CURRENT) COPIES OF THE COMPARABILITY DATA USED SUCH AS: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT CHANGES MADE TO THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, AND COMPENSATION INCLUDING THE BASIS FOR THE CHANGES. THE DATE THESE CHANGES WERE APPROVED BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON OUR WEBSITE. THE OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY: AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS: PUBLISHED IN OUR MEMBERS NEWS LETTER AND POSTED ON OUR WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
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