2014-09-15T12:41:27-05:00 2014-03-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN EXECUTIVE VICE PRESIDENT 7036841446 2014-08-21 1 DAVID TRIMNER P00444822 5712279500 2013 2015-11-30 17:44:51Z E LANDER MEDLIN 1643 PRINCE STREET ALEXANDRIA VA 22314 5180198 0 X WWW.APPA.ORG X 1914 DC MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. 19 19 12 25 500942 157879 227404 263984 3797397 4251942 5659 4993 509457 530498 4539917 5051417 0 28710 0 0 1597844 1602911 0 0 0 2867788 3159429 4465632 4791050 74285 260367 3646430 4202719 1678570 1889692 1967860 2313027 X THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE 0 0 1295496 1487470 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPANDED SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT. 719687 23310 904502 ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRY UPDATES. 859161 692207 PUBLICATIONS DISTRIBUTED CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 1644594 5400 1167763 OTHER PROGRAM SERVICES INCLUDE MEMBERSHIP,PLANNING AND GOVERNANCE, APPANET, RESEARCH AND CFAR, FMEP, APPA/ASHRAE 1644594 5400 1167763 4518938 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 12 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JOHN BERNHARDS AVP 7036841446 1643 PRINCE STREET ALEXANDRIA VA 223142818 MARY VOSEVICH IMMEDIATE PAST PRESIDENT 5.00 X X 2029 0 0 GLENN SMITH PRESIDENT 5.00 X X 8279 0 0 RANDOLPH HARE PRESIDENT-ELECT 5.00 X X 0 0 0 PETER STRAZDAS SECRETARY-TREASURER 3.00 X X 0 0 0 CHUCK SCOTT VICE PRESIDENT 3.00 X X 0 0 0 JERI KING VICE PRESIDENT 3.00 X X 0 0 0 DAVID CAIN VICE PRESIDENT 4.00 X X 0 0 0 TED WEIDNER DIRECTOR 2.00 X 4750 0 0 DAN GEARAN DIRECTOR 2.00 X 6600 0 0 RUTHANN MANLET SR. REPRESENTATIVE 2.00 X X 0 0 0 TONY GUERRERO DIRECTOR 2.00 X 0 0 0 BOB ECKLES DIRECTOR 2.00 X 0 0 0 VIRON LYNCH DIRECTOR 2.00 X 0 0 0 MICHELLE FREDERICK DIRECTOR 2.00 X 0 0 0 DAN YOUNG DIRECTOR 2.00 X 0 0 0 BRANDON BASWELL DIRECTOR 2.00 X 0 0 0 BOB ANDREWS DIRECTOR 2.00 X 0 0 0 CHRIS KOPACH DIRECTOR 2.00 X 0 0 0 PAUL WUEBOLD DIRECTOR 2.00 X 0 0 0 WILLIAM JOHNSON AT-LARGE MEMBER 2.00 X 0 0 0 LINDSAY WAGNER AT-LARGE MEMBER 2.00 X 0 0 0 DAVID GRAY IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 LARRY ZITZOW DIRECTOR 3.00 X 0 0 0 GREG SCOTT DIRECTOR 2.00 X 0 0 0 TONY ICHSAN DIRECTOR 2.00 X 0 0 0 DAVE BUTTON DIRECTOR 2.00 X 0 0 0 LARRY BLAKE DIRECTOR 2.00 X 0 0 0 JOHN HERRERA DIRECTOR 2.00 X 0 0 0 DUANE STUCKY DIRECTOR 2.00 X 0 0 0 E LANDER MEDLIN EXECUTIVE VICE PRESIDENT-E 40.00 X 244857 0 53121 JOHN BERNHARDS ASSOCIATE VICE PRESIDENT-S 40.00 X 186782 0 40360 STEVE GLAZNER DIRECTOR OF KNOWLEDGE MGMT 40.00 X 131396 0 34777 SUZANNE HEALY DIRECTOR OF PROFESSIONAL DEVELOPMENT 40.00 X 107051 0 20659 691744 0 148917 4 0 1 0 CORPORATE PRESS 9700 PHILADELPHIA COURT LANHAM MD 20706 MAGAZINE PRINT & MAILING 128789 PROJECTION INC 8351 BRISTOL COURT SUITE 111 JESSUP MD 20794 AUDIO/VISUAL FOR MEETINGS 117075 2 263984 263984 MEMBERSHIP DUES 900099 1819495 1819495 SEMINARS 900099 1264996 1264996 ANNUAL MEETING 900099 795822 795822 PRESENTATION FEES & RE 900099 199509 199509 SALE OF EDUCATIONAL TE 900099 119985 119985 52135 52135 4251942 4993 4993 859 859 157478 128781 28697 28697 JOB EXPRESS/RESUME BAN 900004 297529 297529 ADVERTISING 541800 203413 203413 500942 5051417 4251942 500942 34549 X 28710 28710 546778 482909 63869 747864 635796 112068 123804 95729 28075 102481 79314 23167 81984 70458 11526 13606 21 13585 67303 67303 39917 39572 345 272125 211166 60959 139907 6025 133882 526776 524429 2347 61230 5035 56195 28574 12957 15617 MEALS & ENTERTAINMENT 732374 728860 3514 CONSULTING/CONTRACTED S 325949 282118 43831 EQUIPMENT REPAIR AND MA 253287 253287 EDITING & DESIGN 216423 215148 1275 481958 847404 -365446 4791050 4518938 272112 0 36884 1396079 1897862 757807 714002 238610 146708 93609 159475 2068149 1068490 954722 999659 205603 248129 3646430 4202719 372052 354149 1044021 1148964 262497 386579 1678570 1889692 X 1958388 2295555 4172 12172 5300 5300 1967860 2313027 3646430 4202719 260367 84800 0 X X 0 1 X 1 0 X 202906 277909 347883 248344 263984 1341026 3096718 3815085 3785553 3797397 4251942 18746695 3299624 4092994 4133436 4045741 4515926 20087721 0 0 0 20087721 16084 15214 11669 6191 5852 55010 535312 594459 643607 652147 658420 3083945 551396 609673 655276 658338 664272 3138955 50000 5787 26850 2276 84913 3901020 4708454 4815562 4706355 5180198 23311589 0.86170 0.90470 0.13470 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9360 9360 9360 9360 9360 9360 9360 9360 9360 9360 0.57000 0.43000 0 0 189830 189830 1099971 442857 657114 778348 625633 152715 999659 TIAA-CREF ANNUITIES 248129 F 248129 DEFERRED COMPENSATION 248129 DUES COLLECTED FOR REGIONS 138450 386579 X 5180198 0 5180198 -128781 -128781 5051417 4919831 128781 128781 4791050 0 4791050 PART V, LINE 4: ENDOWMENT FUNDS ARE FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS. PART X, LINE 2: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2014. THE ASSOCIATION'S 2011, 2012 AND 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION FILES AS A TAX EXEMPT ORGANIZATION; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -128,781. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 128,781. 1 SCHOLARSHIPS 21 28710 PART I, LINE 2: THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS GIVES SCHOLARSHIPS TO MEMBERS TO ATTEND APPA EDUCATIONAL PROGRAMS. THE CANDIDATES ARE RECOMMENDED BY APPA REGIONS. THEY NEED TO GO THROUGH REGIONAL SELECTION PROCESSES. X 1 1 X X X 0 1 0 0 0 0 0 0 0 E LANDER MEDLIN EXECUTIVE VICE PRESIDENT-E 244857 0 0 0 0 0 11538 0 41583 0 297978 0 0 0 JOHN BERNHARDS ASSOCIATE VICE PRESIDENT-S 186782 0 0 0 0 0 0 0 40360 0 227142 0 0 0 STEVE GLAZNER DIRECTOR OF KNOWLEDGE MGMT 131396 0 0 0 0 0 13180 0 21597 0 166173 0 0 0 PART I, LINE 1A MEMBERS OF THE GOVERNING BODY AND THE EXECUTIVE VICE PRESIDENT HAVE RECEIVED AMOUNTS FOR THE TRAVEL FOR COMPANIONS. THESE AMOUNTS ARE INCLUDED IN THE TAXABLE INCOME OF THE APPLICABLE INDIVIDUALS. PART I, LINE 4B E. LANDER MEDLIN $11,538 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHIEF PAID EXECUTIVE (NON-VOTING), PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, VICE PRESIDENT FOR INFORMATION & RESEARCH, VICE PRESIDENT FOR PROFESSIONAL AFFAIRS, VICE PRESIDENT FOR PROFESSIONAL DEVELOPMENT, SECRETARY-TREASURER, AND A DESIGNATED SENIOR REGIONAL REPRESENTATIVE OF THE ASSOCIATION. ANY OTHER MEMBER OF THE BOARD OF DIRECTORS SHALL BE ELIGIBLE FOR MEMBERSHIP ON THE EXECUTIVE COMMITTEE BY A MAJORITY OF THE BOARD OF DIRECTORS. EACH REGION NEED NOT BE REPRESENTED ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS AND THE MANAGEMENT OF THE ASSOCIATION TO THE EXTENT PROVIDED IN THE RESOLUTION, AND SHALL ADVISE THE BOARD AND MAKE POLICY INTERPRETATIONS ON BEHALF OF THE BOARD AS THE BOARD BY RESOLUTION MAY SO PROVIDE. THE PRESIDENT AND SECRETARY-TREASURER OF THE BOARD OF DIRECTORS SHALL ACT AS THE CHAIR AND SECRETARY OF THE EXECUTIVE COMMITTEE, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THIS IS A MEMBERSHIP ORGANIZATION: MEMBERS ELECT KEY BOARD MEMBERS; PRESIDENT, SECRETARY-TREASURER, AND THREE VICE PRESIDENT FOR THREE PROGRAM COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE (SERVING AS THE FINANCE COMMITTEE) WILL REVIEW THE REPORT. FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE CURRENT PRESIDENT, PRESIDENT ELECT, AND IMMEDIATELY PAST PRESIDENT REVIEW PERFORMANCES AND MAKE DECISION FOR COMPENSATION OF THE EXECUTIVE VICE PRESIDENT. THE EXECUTIVE VICE PRESIDENT MAKES THE DECISION FOR COMPENSATION FOR THE OTHER KEY EMPLOYEES AND OFFICERS. IN ALL CASES, THE ORGANIZATION USES COMPARIBILITY DATA AND CONTEMPORANEOUSLY DOCUMENTS THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND WEBSITE. FORM 990, PART IX, LINE 24E OVERHEAD ALLOCATION AND MISCELLANEOUS: PROGRAM SERVICE EXPENSES 550,405. MANAGEMENT AND GENERAL EXPENSES -446,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,352. PUBLICATION PRODUCTION: PROGRAM SERVICE EXPENSES 103,630. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,630. HONORARIA: PROGRAM SERVICE EXPENSES 102,736. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,736. GIFTS/AWARDS: PROGRAM SERVICE EXPENSES 62,524. MANAGEMENT AND GENERAL EXPENSES 656. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,180. UBI TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,412. OFFICE EQUIPMENT: PROGRAM SERVICE EXPENSES 3,343. MANAGEMENT AND GENERAL EXPENSES 25,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,246. DECORATIONS AND SIGNS: PROGRAM SERVICE EXPENSES 22,230. MANAGEMENT AND GENERAL EXPENSES 636. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,866. EXHIBIT SPACE AND ROOM RENTAL: PROGRAM SERVICE EXPENSES 2,536. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,536. PART XII. LINE 2C THERE WERE NO CHANGES IN THE AUDIT COMMITTEE REVIEW PROCESS IN FY 2012.