INSTITUTE OF INTERNAL AUDITORS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF INTERNAL AUDITORS (EIN 13-5532538)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-25
- IRS object ID
- 201442069349300529
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-25T13:18:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32801 | 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 | 135532538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Institute of Internal Auditors Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4079371100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 Maitland Avenue | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 327014201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Polansky | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4079371100 | PhoneNum |
| Signature | 2014-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2014-07-01 | PreparationDt |
| 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 | Richard Chambers | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 Maitland Avenue | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 327014201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,000,485 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.THEIIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Business Association | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 436 | TotalVolunteersCnt |
| Total Gross UBI | $2,897,730 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$64,709 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,377 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,412,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,755,136 | CYProgramServiceRevenueAmt |
| PY Investment Income | $695,278 | PYInvestmentIncomeAmt |
| CY Investment Income | $624,361 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,096,002 | PYOtherRevenueAmt |
| CY Other Revenue | $4,620,988 | CYOtherRevenueAmt |
| PY Total Revenue | $39,230,709 | PYTotalRevenueAmt |
| CY Total Revenue | $47,000,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $522,064 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $299,817 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,404,813 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,111,120 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,220,701 | PYOtherExpensesAmt |
| CY Other Expenses | $24,048,028 | CYOtherExpensesAmt |
| PY Total Expenses | $34,147,578 | PYTotalExpensesAmt |
| CY Total Expenses | $39,458,965 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,083,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,541,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,078,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,829,094 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,481,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,540,956 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,597,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,288,138 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of The Institute of Internal Auditors is to provide dynamic leadership for the global profession of internal auditing. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Training and education for internal auditors. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Publications which inform internal auditors and I.I.A. members of current professional issues, standards, and practices. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Offering examinations on professional issues and certifying those who demonstrate acceptable performance. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 190 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Skurecki | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4079371100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 247 Maitland Avenue | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Catherine J Blunt | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Ernesto Martinez Gomez | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Kaye Blackburn | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Oliver Dieterle | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Beatriz Sanz Redrado | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Sheng Xi | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Christine May | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Sakiko Sakai | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Giovanni Grossi | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Rob Newsome | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Renato Triscuizzi | ||||||||
| Affiliate Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Naohiro Mouri | ||||||||
| Affiliate Director - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Thijs Smit | ||||||||
| Affiliate Director - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Linda Yanta | ||||||||
| Affiliate Director - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Gian Michele Mirabelli | ||||||||
| Affiliate Director - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Agust Hrafnkelsson | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Anna R Nicodemus | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Gerardo Carstens | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Charlotta Lofstrand Hjelm | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Karem T Obied | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Fatimah Abu Bakar | ||||||||
| Director at Large | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Oswaldo Basile | ||||||||
| Director at Large - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Princy Jain | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Fucilli | ||||||||
| North America Director | 10.00 | Yes (X) | $2,200 | $0 | $0 | |||
| J Michael Peppers | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| John W Wszelaki | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| J Michael Joyce | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Saint | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Bavan M Holloway | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Allan Horbasenko | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| C Wayne Rose | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Pamela Short Jenkins | ||||||||
| North America Director | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| John A Lewis | ||||||||
| North America Dir - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia K Miller | ||||||||
| North America Dir - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip D Tarling | ||||||||
| Chairman/Immediate Past Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Paul J Sobel | ||||||||
| Senior Vice Chairman/Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 2.00 | |
| Anton B van Wyk | ||||||||
| Vice Chairman/Senior Vice Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 2.00 | |
| Harold Silverman | ||||||||
| Vice Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Sharon T Grant | ||||||||
| Vice Chairman - term end 12/13 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 4.00 | |
| Lawrence J Harrington | ||||||||
| Vice Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Angela Witzany | ||||||||
| Vice Chairman/Treasurer | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Douglas J Anderson | ||||||||
| Vice Chairman - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gary A Anderson | ||||||||
| Vice Chairman/Treas - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Dennis K Beran | ||||||||
| Past Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Guenther Meggeneder | ||||||||
| Past Chairman - term end 7/13 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carolyn A Dittmeier | ||||||||
| Secretary/Vice Chairman | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Lesedi Lesetedi | ||||||||
| Director at Large/Secretary | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Richard F Chambers | ||||||||
| President/CEO/Ex-Officio Director | 40.00 | Yes (X) | $467,436 | $0 | $78,161 | Yes (X) | 4.00 | |
| David N Polansky | ||||||||
| Chief Financial Officer | 40.00 | $377,305 | $0 | $88,890 | Yes (X) | 4.00 | ||
| Kevin Mayeux | ||||||||
| Sr. VP, Chief Officer NA Operations | 40.00 | $266,839 | $0 | $62,088 | 4.00 | Yes (X) | ||
| Charles Redding | ||||||||
| Chief Information Officer | 40.00 | $239,958 | $0 | $77,751 | Yes (X) | |||
| Hal Garyn | ||||||||
| Vice President NA Services | 40.00 | $217,936 | $0 | $58,827 | Yes (X) | |||
| Alan Dean | ||||||||
| Director of Sales | 40.00 | $171,938 | $0 | $23,346 | Yes (X) | |||
| Judith Burke | ||||||||
| Vice President Governance | 40.00 | $164,027 | $0 | $22,466 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,907,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $411,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | 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 |
|---|---|---|---|---|---|
| NCS Pearson Inc | |||||
| 13036 Collections Center Drive | Chicago | IL | 60693 | Professional testing services | $2,084,842 |
| Orlando World Center Marriott | |||||
| 8701 World Center Drive | Orlando | FL | 32821 | Conference facilities/accomod. | $1,304,545 |
| Aria Resort Casino Holdings LLC | |||||
| 4882 Frank Sinatra Drive | Las Vegas | NV | 89109 | Conference facilities/accomod. | $762,763 |
| Metro Connections | |||||
| 1219 Marquette Avenue | Minneapolis | MN | 55403 | Conference event planning | $574,266 |
| AppleOne Employment Services | |||||
| PO Box 29048 | Glendale | CA | 91209 | Contract services | $440,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Seminars & conferences | 541900 | $15,207,588 | $15,207,588 | |
| Membership dues | 541900 | $11,994,780 | $11,994,780 | |
| Certification/exam fees | 541900 | $11,905,641 | $11,905,641 | |
| Quality assessment | 541900 | $1,460,346 | $1,460,346 | |
| Publications & sub. | 511120 | $593,478 | $593,478 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $593,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $593,303 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,755,136 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $624,361 | TotalRevenueColumnAmt |
| Exclusion | $624,361 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,052 | TotalRevenueColumnAmt |
| Exclusion | $28,052 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,990 | 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 | $3,990 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,990 | TotalRevenueColumnAmt |
| Exclusion | $3,990 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CIA Learning System | 541900 | $2,579,935 | $2,579,935 | |
| The Internal Auditor | 541800 | $779,078 | $779,078 | |
| Website advertising | 541800 | $433,597 | $433,597 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $796,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $571,627 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $224,709 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,588,946 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,000,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,446,352 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,897,730 | UnrelatedBusinessRevenueAmt |
| Exclusion | $656,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,817 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,992 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,123,105 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,372 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,792 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,859 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,202 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,040 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,547,443 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,096 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,153,382 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,103 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,075,294 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,302 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,865 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI taxes | $42,975 |
| Miscellaneous | $705,524 |
| Chapter payments | $586,424 |
| Dues & subscriptions | $196,841 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$66,463 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,458,965 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,911,142 | BOYAmt |
| EOY | $8,814,527 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,624,234 | BOYAmt |
| EOY | $2,752,371 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,025 | BOYAmt |
| EOY | $7,113 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,433,267 | BOYAmt |
| EOY | $1,322,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,494,798 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,286,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,233,180 | BOYAmt |
| EOY | $5,208,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,164,470 | BOYAmt |
| EOY | $26,938,310 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,707,448 | BOYAmt |
| EOY | $2,785,772 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,078,766 | BOYAmt |
| EOY | $47,829,094 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,125,794 | BOYAmt |
| EOY | $5,958,646 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,128,679 | BOYAmt |
| EOY | $8,464,242 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,226,648 | BOYAmt |
| EOY | $2,118,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,481,121 | BOYAmt |
| EOY | $16,540,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,503,855 | BOYAmt |
| EOY | $31,194,348 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,790 | BOYAmt |
| EOY | $93,790 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,597,645 | BOYAmt |
| EOY | $31,288,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,078,766 | BOYAmt |
| EOY | $47,829,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,541,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,148,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,364,103 | OtherCostOrOtherBasisAmt |
| Book Value | $1,364,103 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,911,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,129,026 | DepreciationAmt |
| Book Value | $2,782,491 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,981 | DepreciationAmt |
| Book Value | $17,947 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,195,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,151,126 | DepreciationAmt |
| Book Value | $1,044,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,208,665 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Restricted investments - employee savings plan | $1,569,500 |
| Deferred project costs | $1,043,732 |
| Due from affiliates | $172,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,785,772 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred employee compensation | $1,569,500 |
| Due to affiliate | $548,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,118,068 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization is exempt from federal income tax under Internal Revenue Code Section 501(a) as an organization described in Section 501(c)(6) and from state income tax pursuant to state law. The Organization engages in certain activities which are "unrelated business activities" as defined by the Internal Revenue Code, and which are subject to taxation. Income taxes on unrelated business income are recognized as expenses as incurred. The Organization has not taken any material uncertain tax positions for which the associated tax benefits may not be recognized under accounting principles generally accepted in the United States of America. Federal and state tax authorities may generally examine the Organization's income tax positions or (if applicable) returns for periods of approximately three to six years. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program services | Onsite training classes and quality assessment review | $44,292 |
| East Asia and the Pacific | 0 | 0 | Program services | Onsite training classes and exam questions | $60,553 |
| Europe | 0 | 0 | Program services | Onsite training classes, quality assessment review, and exam questions | $289,976 |
| Middle East and North Africa | 0 | 0 | Program services | Onsite training classes and quality assessment review | $271,260 |
| North America | 1 | 2 | Program services | Onsite training classes, quality assessment review, and foreign chapter payments | $698,193 |
| South America | 0 | 0 | Program services | Onsite training classes and quality assessment review | $131,906 |
| South Asia | 0 | 0 | Program services | Exam questions | $41,550 |
| Sub-Saharan Africa | 0 | 0 | Program services | Exam questions | $15,350 |
| Russia & the Newly Independent States | 0 | 0 | Program services | Exam questions | $1,681 |
| North America | 0 | 0 | Grant to related organization located in region | $190,224 | |
| Europe | 0 | 0 | Grant to organization located in region | $24,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $1,553,080 | SubtotalSpentAmt |
| Continuation Spent | $216,498 | ContinuationSpentAmt |
| Total Spent | $1,769,578 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America | General support | $190,224 | Wire |
| Europe | General support | $24,593 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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 | Schedule F, Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization oversees the activities of the grant recipients through overlapping management and leadership. The Organization made a grant to the International Integrated Reporting Council (IIRC) during the tax year. The funding provides support for the operational effectiveness of the IIRC. The Organization serves on the IIRC and provides the leadership necessary to support the mission of the IIRC, guide the value and role of the internal auditing profession in integrated reporting, and bring awareness of the IIRC and integrated reporting to the Organization's global membership. | 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 |
|---|---|---|---|---|---|---|---|
| Institute of Internal Auditors - Research Foundation | |||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32801 | 591859804 | 501(c)(3) | $75,000 | Common Body of Knowledge research project and publication |
| Susan G Komen For The Cure | |||||||
| 1155 Louisiana Avenue Suite 110 | Winter Park | FL | 32789 | 751835298 | 501(c)(3) | $10,000 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization oversees the activities of the Institute of Internal Auditors - Research Foundation through overlapping staff management and partial overlap on the governing boards. The International Conference, conducted by the Organization in 2013, has an annual wellness program. The International Conference Committee selects a local cause each year to support. Susan G. Komen For the Cure was the recipient of the donation in 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard F Chambers | ||||||||||||||
| President/CEO/Ex-Officio Director | $376,436 | $0 | $91,000 | $0 | $0 | $0 | $75,500 | $0 | $2,661 | $0 | $545,597 | $0 | $0 | $0 |
| David N Polansky | ||||||||||||||
| Chief Financial Officer | $231,402 | $0 | $94,213 | $0 | $51,690 | $0 | $75,500 | $0 | $13,390 | $0 | $466,195 | $0 | $48,000 | $0 |
| Kevin Mayeux | ||||||||||||||
| Sr. VP, Chief Officer NA Operations | $230,839 | $0 | $36,000 | $0 | $0 | $0 | $55,500 | $0 | $6,588 | $0 | $328,927 | $0 | $0 | $0 |
| Charles Redding | ||||||||||||||
| Chief Information Officer | $179,521 | $0 | $30,609 | $0 | $29,828 | $0 | $64,641 | $0 | $13,110 | $0 | $317,709 | $0 | $30,000 | $0 |
| Hal Garyn | ||||||||||||||
| Vice President NA Services | $167,644 | $0 | $24,090 | $0 | $26,202 | $0 | $47,343 | $0 | $11,484 | $0 | $276,763 | $0 | $20,000 | $0 |
| Alan Dean | ||||||||||||||
| Director of Sales | $81,294 | $0 | $90,644 | $0 | $0 | $0 | $17,204 | $0 | $6,142 | $0 | $195,284 | $0 | $0 | $0 |
| Judith Burke | ||||||||||||||
| Vice President Governance | $147,071 | $0 | $16,956 | $0 | $0 | $0 | $16,096 | $0 | $6,370 | $0 | $186,493 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | On occasion, the Organization paid for first-class travel for the domestic portion of international trips taken by the President when international business class airfare was incurred. On one occasion, the Organization paid for first-class travel for the domestic portion of an international trip taken by the Past Vice Chairman when international business class airfare was incurred. The Organization paid the travel costs of the spouses of five officers to attend the Organization's international conference. The spouses act as a welcoming committee to the delegates and their spouses. As such, the spouses perform significant duties for the Organization at the conference and their travel is for a bona fide business purpose of the Organization. Reimbursement of travel for applicable spouses of officers to attend the annual international conference is in accordance with the Organization's Board Policy Manual. |
| Part I, Line 4b | The President, Chief Financial Officer, Chief Information Officer, Vice President of North America Services, Senior Vice President/Chief Officer of North America Operations, and Vice President - Professional Services of the Organization participate in a nonqualified Section 457(f) deferred compensation plan. Contributions totaling $215,000 were deposited into the plan during the year ended December 31, 2013 on behalf of these individuals. |
| Part II: | The Organization has adopted an executive compensation setting policy applicable to all disqualified persons, including the Organization's President, officers, and key employees. Under the policy, an independent committee of the Board of Directors annually reviews and approves the compensation levels of all individuals subject to the policy. The deliberations and decisions of the committee are contemporaneously substantiated. The committee utilizes comparability data in its deliberations; updated comparability data is generally obtained annually. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The Organization is a membership organization and therefore has members. |
| Form 990, Part VI, Section A, line 7a | The classes of the membership of the Organization include: Member, Educational Member, Student Member, Retired Member. All classes of membership can vote at membership meetings. Those members who are Certified Internal Auditors may also serve as officers or directors of the Organization. |
| Form 990, Part VI, Section A, line 7b | If an amendment of the Bylaws of the Organization is approved by a majority of the Board of Directors, it must then be approved by a majority of the voting members before it is declared effective. |
| Form 990, Part VI, Section B, line 11 | The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. The Form 990 is also reviewed by the Audit Committee, Global Finance Committee, the North American Board, and the entire Executive Committee of the Organization prior to its filing with the IRS. Finally, a copy of the Form 990 is provided to all members of the Board of Directors prior to its filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The Organization's conflict of interest policy is distributed to each member of the Organization's governing body, its officers, and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood, and agreed to comply with the policy, and certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Organization officials to take appropriate actions as required by the policy. |
| Form 990, Part VI, Section B, line 15 | The Organization has adopted an executive compensation setting policy applicable to all disqualified persons, including the Organization's CEO, officers, and key employees. Under the policy, an independent committee of the Board of Directors annually reviews and approves the compensation levels of all individuals subject to the policy. The deliberations and decisions of the committee are contemporaneously substantiated. The committee utilizes comparability data in its deliberations; updated comparability data is generally obtained annually. |
| Form 990, Part VI, Section C, line 19 | The Institute of Internal Auditors, Inc. provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and financial statements. The Organization's financial statements can also be accessed via its website. |
| Form 990, Part IX, line 11g | Professional testing services: Total expenses 2,616,266. Professional writers/speakers: Total expenses 1,597,778. Professional fees associated with sales of CIA Review Course materials: Total expenses 1,396,856. Other professional services: Total expenses 3,936,543. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| IIA Properties LLC | |||||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32701 | 262730851 | To own real property and carry on various real estate related transactions | FL | $0 | $0 | N/A |
| IIA Quality Services LLC | |||||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32701 | 461822157 | Professional services offering an external quality assessment | FL | $924,248 | $614,459 | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Institute of Internal Auditors-Research Foundation | |||||||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32701 | 591859804 | Research & Education in Internal Auditing | DC | 501(c)(3) | 509(a)(2) | N/A | Yes (1) | |
| Internal Auditing Academic Advancement Fund Inc | |||||||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32701 | 205370828 | Promoting the development of educational programs in internal auditing | FL | 501(c)(3) | 509(a)(3) - Type I | N/A | Yes (1) | |
| Canadian Institute of Internal Auditors | |||||||||||
| 247 Maitland Avenue | Altamonte Springs | FL | 32701 | Dynamic leadership for the Canadian profession of internal auditing | 501(c)(6) equivalent | N/A | Yes (1) | CA | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Institute of Internal Auditors-Research Foundation | ||
| B | $75,000 | Fair market value |
| Institute of Internal Auditors-Research Foundation | ||
| P | $302,690 | Fair market value |
| Institute of Internal Auditors-Research Foundation | ||
| Q | $843,197 | Fair market value |
| Institute of Internal Auditors-Research Foundation | ||
| O | $785,751 | Fair market value |
| Institute of Internal Auditors-Research Foundation | ||
| D | $91,400 | Fair market value |
| Canadian Institute of Internal Auditors | ||
| B | $190,224 | Fair market value |
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