SOCIETY OF HEALTH AND PHYSICAL EDUCATORS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF HEALTH AND PHYSICAL EDUCATORS (EIN 52-0886491)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2014-12-10
- IRS object ID
- 201443449349300104
- 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 | 2014-12-10T07:53:58-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520886491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF HEALTH AND PHYSICAL EDUCATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 7034763400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201919537 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E PAUL ROETERT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7034763400 | PhoneNum |
| Signature | 2014-12-09 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAPE AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E PAUL ROETERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201919537 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,893,246 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAPEAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL ASSOCIATION WHOSE MISSION IS TO PROMOTE AND SUPPORT LEADERSHIP, RESEARCH, EDUCATION, AND BEST PRACTICES IN THE PROFESSIONS THAT SUPPORT CREATIVE, HEALTHY, AND ACTIVE LIFESTYLES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 20000 | TotalVolunteersCnt |
| Total Gross UBI | $32,855 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,816,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,450,981 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,248,703 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,894,354 | CYProgramServiceRevenueAmt |
| PY Investment Income | $149,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $292,889 | CYInvestmentIncomeAmt |
| PY Other Revenue | $858,098 | PYOtherRevenueAmt |
| CY Other Revenue | $901,720 | CYOtherRevenueAmt |
| PY Total Revenue | $9,073,055 | PYTotalRevenueAmt |
| CY Total Revenue | $8,539,944 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $102,158 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $90,913 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,440,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,339,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $257,892 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,929,221 | PYOtherExpensesAmt |
| CY Other Expenses | $4,392,453 | CYOtherExpensesAmt |
| PY Total Expenses | $8,471,994 | PYTotalExpensesAmt |
| CY Total Expenses | $8,823,102 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $601,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$283,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,160,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,443,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,752,355 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,959,634 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,408,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,483,627 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE AND SUPPORT LEADERSHIP, RESEARCH, EDUCATION, AND BEST PRACTICES IN THE PROFESSIONS THAT SUPPORT CREATIVE, HEALTHY, AND ACTIVE LIFESTYLES; INCLUDING HEALTH EDUCATION, PHYSICAL EDUCATION, RECREATION EDUCATION, AND DANCE EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,548,603 | ExpenseAmt |
| Grant | $26,690 | GrantAmt |
| Revenue | $16,869 | RevenueAmt |
| Desc | PUBLIC EDUCATION PROGRAMS-JOINT PROJECTS WITH THE AMERICAN HEART ASSOCIATION (JUMP ROPE FOR HEART AND HOOPS FOR HEART) PROVIDING SCHOOL CHILDREN WITH LEARNING OPPORTUNITIES REGARDING THE BENEFITS OF A HEART HEALTHY AND PHYSICAL ACTIVE LIFESTYLE; AND THE IMPORTANCE OF VOLUNTEER WORK. LET'S MOVE! ACTIVE SCHOOLS IS A PHYSICAL ACTIVITY AND PHYSICAL EDUCATION SOLUTION TO ENSURE 60 MINUTES OF PHYSICAL ACTIVITY IS THE NEW NORM FOR SCHOOLS. 10,704 SCHOOLS SIGNED UP FOR LET'S MOVE! ACTIVE SCHOOLS DURING THE YEAR AND FUNDING WAS PROVIDED FOR MORE THAN 1,000 CHAMPIONS TO BE TRAINED THROUGH THE PHYSICAL ACTIVITY LEADER LEARNING SYSTEM. THE PRESIDENTIAL YOUTH FITNESS PROGRAM PROVIDES A MODEL FOR FITNESS EDUCATION THAT INCLUDES A HEALTH-RELATED FITNESS ASSESSMENT, AS WELL AS EDUCATIONAL AND MOTIVATIONAL TOOLS, TO SUPPORT TEACHERS AND EMPOWER STUDENTS TO ADOPT AN ACTIVE LIFESTYLE. THE PROGRAM FUNDED 1,010 SCHOOLS AND TRAINED 495 TEACHERS, VIRTUALLY; AND 478 PHYSICAL EDUCATORS VIA IN-PERSON TRAINING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,380,956 | ExpenseAmt |
| Revenue | $3,950 | RevenueAmt |
| Desc | MEMBERSHIP PROGRAMS-INCLUDING VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, AND PHYSICAL ACTIVITY. MAJOR ACTIVITIES INCLUDE MEMBERSHIP SERVICES, AFFILIATE SERVICES, MEMBER COMMUNICATIONS (NEWSLETTERS, WEB COMMUNICATIONS, SOCIAL MEDIA COMMUNICATIONS, ETC.) PROVIDING THE LATEST NEWS AFFECTING THE DISCPLINES WE SERVE; CONNECTION TO THE PROFESSIONAL COMMUNITY OF EXPERTS AND PRACTIONERS; AND MEMBER DIRECTED MARKETING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,166,920 | ExpenseAmt |
| Revenue | $1,463,686 | RevenueAmt |
| Desc | NATIONAL CONVENTION-PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES TO OVER 4,500 ATTENDEES. ENCOURAGE THE EXCHANGE OF DIVERSE OPINIONS, PROVIDE OPPORTUNITIES TO REVIEW THE LATEST EQUIPMENT AND RESOURCE TOOLS AVAILABLE TO THE PROFESSIONS WE SERVE. OFFERING OVER 700 PROGRAMS AND EVENTS, THE CONVENTION PROVIDES THE OPPORTUNITY TO CONNECT WITH OTHER PROFESSIONALS, ENHANCE SKILLS AND KNOWLEDGE, EXCHANGE EXPERIENCES, AND STRENGTHEN THE PROFESSION. PROGRAM OFFERINGS STRENGTHEN THE SKILLS OF VETERANS AND FUTURE PROFESSIONALS ALIKE; AS WELL AS PROVIDING CONTINUINGEDUCATION CREDITS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $266,737 | $15,150 | PUBLIC RELATIONS AND OUTREACH: ADVOCATE FOR EFFECTIVE PHYSICAL EDUCATION AND SCHOOL HEALTH EDUCATION PROGRAMS AND POLICIES. | |
| $328,140 | $23,975 | GOVERNMENT GRANTS: VARIOUS DISCIPLINE RELATED GOVERNMENT GRANTS. | |
| $388,438 | OTHER PROFESSIONAL EDUCATION TRAINING EVENTS: SCHOLARLY PRESENTATIONS, STUDENT & OTHER LEADERSHIP TRAINING, AND OTHER PROFESSIONAL EDUCATION PROGRAMS INCLUDE ONGOING PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION THROUGH CONFERENCES, SEMINARS, WORKSHOPS, AND WEBINARS; PROVIDING INFORMATION AND PROGRAMING FOR ADMINISTRATORS AND TEACHERS REGARDING EQUITY ISSUES IN SPORTS; PROVIDE NETWORKING OPPORTUNITIES TO DEVELOP EDUCATIONAL SKILLS; PROVIDE LEADERSHIP DEVELOPMENT TRAINING TO ENHANCE THE PROFESSION. | $367,818 | |
| $437,740 | PUBLICATIONS AND ONLINE COURSES: PROFESSIONAL EDUCATION PUBLICATIONS AND ONLINE COURSES PROVIDING PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION, DISSEMINATION OF NATIONAL STANDARDS; INFORMATION AND PROGRAMING FOR ADMINISTRATORS AND TEACHERS , BEST PRACTICES, AND PROFESSIONAL PREPARATION FOR TEACHER EDUCATORS IN THE FIELDS OF PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, SPORT, AND PHYSICAL ACTIVITY. | $315,667 | |
| $432,374 | PERIODICALS: PERIODICALS-THE VARIOUS PERIODICALS OF THE ORGANIZATION ADDRESS THE NEEDS OF HEALTH EDUCATORS; PROVIDE THE LATEST RESEARCH FINDINGS ON EXERCISE AND SPORT; AND PROVIDE PRACTICAL INFORMATION AND IDEAS THAT WORK FOR SPORT AND PHYSICAL EDUCATORS OF ALL LEVELS. THE PERIODICALS INCLUDE THE AMERICAN JOURNAL OF HEALTH EDUCATION; THE JOURNAL OF PHYSICAL EDUCATION, RECREATION & DANCE; STRATEGIES: A JOURNAL FOR PHYSICAL AND SPORT EDUCATORS; AND RESEARCH QUARTERLY FOR EXERCISE AND SPORT. THE JOURNALS INCLUDE PEER REVIEWED ARTICLES AND HAVE A CIRCULATION IN EXCESS OF 21,000; OFFERING THE MOST UP-TO-DATE INFORMATION IN SUCH DIVERSE AREAS AS TEACHING, CURRICULUM, ASSESSMENT, ADMINISTRATION, COACHING, FITNESS, PROFESSIONAL PREPARATION, RESEARCH IN THE ART AND SCIENCE OF HUMAN MOVEMENT STUDIES, MULTIDISCIPLINARY READINGS IN RESEARCH, PROGRAM EVALUATION, AND HEALTH TOPICS. | $15,253 | |
| $1,056,774 | $1,998 | PROGRAM QUALITY: VARIOUS PROGRAMS TO ENHANCE MEMBER AND NON-MEMBER PROFESSIONALS IN THE DISCIPLINES WE SERVE INCLUDING DEVELOPMENT AND DISSEMINATION OF BEST PRACTICES AND NATIONAL STANDARDS FOR PHYSICAL EDUCATION, SCHOOL BASED HEALTH EDUCATION, AND PHYSICAL ACTIVITY; FACILITATING PROFESSIONAL PROGRAM ADVISORY GROUPS; AND PROFESSIONAL PROGRAM DEVELOPMENT AND EVALUATION. | $25,389 |
| $311,848 | $23,100 | RESEARCH, GRANTS, AND AWARDS PROGRAMS COMMUNICATING THE RELEVANCE OF RESEARCH TO THE PRACTIONER AND THE PUBLIC, GRANT FUNDING FOR EXPLORATION OF CRITICAL ISSUES IN THE HEALTH AND PHYSICAL EDUCATION FIELDS, AND TO DISSEMINATE SUCH RESEARCH FINDINGS ; AND AWARDS FOR OUTSTANDING SERVICE TO ONE OR MORE OF THE PROFESSIONS SERVED AND VARIOUS OTHER ACHIEVEMENT AWARDS. | $1,389 |
| $157,047 | ALLOCATIONS TO DISTRICT AND STATE AFFILIATED ORGANIZATIONS TO ASSIST IN FURTHERANCE OF THEIR PROGRAMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,379,098 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $64,223 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $725,516 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,475,577 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA MYERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034763400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 ASSOCIATION DR | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20191 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOLLY D LAMBDIN | |||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GALE A WIEDOW | |||||||
| PAST PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN C JEFFERIES | |||||||
| PRESIDENT-ELECT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARYBELL AVERY | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES E CLELAND | |||||||
| GOVERNOR | 5.00 | Yes (X) | $700 | $0 | $0 | ||
| RENEE COLLERAN | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS DOCHEFF | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL J DOUGHERTY | |||||||
| GOVERNOR | 5.00 | Yes (X) | $726 | $0 | $0 | ||
| LYNN V JOHNSON | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE M STEWART | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MILTON R WILDER | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| E PAUL ROETERT | |||||||
| CEO | 60.00 | Yes (X) | $264,649 | $0 | $19,632 | ||
| LAURA L MYERS | |||||||
| VP BUSINESS & FIN | 55.00 | Yes (X) | $145,708 | $0 | $16,044 | ||
| GEOFFREY B BREHM | |||||||
| DIRECTOR OF IT | 50.00 | $108,544 | $0 | $14,184 | Yes (X) | ||
| CASSANDRA L ISIDRO | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | $103,540 | $0 | $8,751 | Yes (X) | ||
| JENNIFER J JONES | |||||||
| DIRECTOR OF MARKETING | 50.00 | $100,916 | $0 | $13,262 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $724,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| TAYLOR & FRANCIS | |||||
| PO BOX 416566 | BOSTON | MA | 022416566 | PUBLISHING | $201,057 |
| DIRECTIVITY | |||||
| 13504 RUSSET LEAF LANE | SAN DIEGO | CA | 92129 | MARKETING SERVICES | $151,771 |
| FREEMAN AV SOLUTIONS | |||||
| 2616 COMMERCE PARK DR | ORLANDO | FL | 32819 | AUDIO-VISUAL SERVICES | $133,902 |
| BOLDER LEARNING | |||||
| 5693 CASCADE PLACE | CASCADE | CO | 80303 | CONSULTING | $113,000 |
| EXPERIENT | |||||
| PO BOX 932320 | CLEVELAND | OH | 44193 | CONV/MEETING SVCS | $100,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,410,576 | MembershipDuesAmt |
| Government Grants | $328,140 | GovernmentGrantsAmt |
| All Other Contributions | $3,712,265 | AllOtherContributionsAmt |
| Total Contributions | $5,450,981 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONVENTIONS | 611430 | $1,463,686 | $1,444,931 | $18,755 |
| OTHER TRAINING EVENTS | 611430 | $367,818 | $364,943 | $2,875 |
| OTHER PROGRAM REVENUE | 900099 | $47,597 | $47,597 | |
| PERIODICALS | 541800 | $15,253 | $4,028 | $11,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,894,354 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,760 | TotalRevenueColumnAmt |
| Exclusion | $166,760 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $631,956 | TotalRevenueColumnAmt |
| Exclusion | $631,956 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,780 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,621 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$15,841 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,841 | TotalRevenueColumnAmt |
| Exclusion | -$15,841 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,360,153 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,234,024 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,129 | TotalRevenueColumnAmt |
| Exclusion | $126,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $315,667 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $81,657 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,010 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $51,595 | TotalRevenueColumnAmt |
| Exclusion | $51,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,539,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,095,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,855 | UnrelatedBusinessRevenueAmt |
| Exclusion | $960,599 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,973 | TotalAmt |
| Program Services | $34,973 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,940 | TotalAmt |
| Program Services | $55,940 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,033 | TotalAmt |
| Program Services | $286,963 | ProgramServicesAmt |
| Management And General | $143,692 | ManagementAndGeneralAmt |
| Fundraising | $15,378 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,147,946 | TotalAmt |
| Program Services | $2,035,168 | ProgramServicesAmt |
| Management And General | $1,002,804 | ManagementAndGeneralAmt |
| Fundraising | $109,974 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,942 | TotalAmt |
| Program Services | $46,880 | ProgramServicesAmt |
| Management And General | $40,062 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,295 | TotalAmt |
| Program Services | $263,237 | ProgramServicesAmt |
| Management And General | $101,939 | ManagementAndGeneralAmt |
| Fundraising | $23,119 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,520 | TotalAmt |
| Program Services | $184,482 | ProgramServicesAmt |
| Management And General | $77,055 | ManagementAndGeneralAmt |
| Fundraising | $8,983 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,821 | TotalAmt |
| Program Services | $3,514 | ProgramServicesAmt |
| Management And General | $106,307 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,210 | TotalAmt |
| Program Services | $16,000 | ProgramServicesAmt |
| Management And General | $57,210 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
| Program Services | $15,750 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,601 | TotalAmt |
| Management And General | $72,601 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,905 | TotalAmt |
| Program Services | $670,266 | ProgramServicesAmt |
| Management And General | $141,284 | ManagementAndGeneralAmt |
| Fundraising | $5,355 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,754 | TotalAmt |
| Program Services | $42,993 | ProgramServicesAmt |
| Management And General | $6,761 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,939 | TotalAmt |
| Program Services | $338,916 | ProgramServicesAmt |
| Management And General | $323,095 | ManagementAndGeneralAmt |
| Fundraising | $5,928 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,055 | TotalAmt |
| Program Services | $82,374 | ProgramServicesAmt |
| Management And General | $59,632 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,006 | TotalAmt |
| Program Services | $12,006 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,742 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
| Management And General | $119,742 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,683 | TotalAmt |
| Program Services | $579,241 | ProgramServicesAmt |
| Management And General | $89,506 | ManagementAndGeneralAmt |
| Fundraising | $1,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,592 | TotalAmt |
| Program Services | $119,325 | ProgramServicesAmt |
| Management And General | $267 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,541 | TotalAmt |
| Program Services | $95 | ProgramServicesAmt |
| Management And General | $24,446 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,047 | TotalAmt |
| Program Services | $157,047 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,155 | TotalAmt |
| Program Services | $9,167 | ProgramServicesAmt |
| Management And General | $251,988 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,486 | TotalAmt |
| Program Services | $6,102 | ProgramServicesAmt |
| Management And General | $42,384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PRODUCTION | $776,456 | $653,086 | $123,370 | |
| HONORARIUMS | $114,866 | $114,866 | ||
| EXPENSE ALLOCATIONS | $0 | $1,603,245 | -$1,688,040 | $84,795 |
| RENTAL EXP ON LINE 6B | -$37,261 | -$37,261 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,105 | TotalAmt |
| Program Services | $142,941 | ProgramServicesAmt |
| Management And General | $30,789 | ManagementAndGeneralAmt |
| Fundraising | $2,375 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,823,102 | TotalAmt |
| Program Services | $7,475,577 | ProgramServicesAmt |
| Management And General | $1,089,633 | ManagementAndGeneralAmt |
| Fundraising | $257,892 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,746,884 | BOYAmt |
| EOY | $1,037,480 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,157 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,790 | BOYAmt |
| EOY | $1,228,010 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,223 | BOYAmt |
| EOY | $57,618 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,192 | BOYAmt |
| EOY | $207,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,017,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,955,468 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,046 | BOYAmt |
| EOY | $1,061,903 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,750 | BOYAmt |
| EOY | $6,844,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,825 | BOYAmt |
| EOY | $6,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,160,867 | BOYAmt |
| EOY | $10,443,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,782,367 | BOYAmt |
| EOY | $866,211 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,253,433 | BOYAmt |
| EOY | $1,023,653 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,592 | BOYAmt |
| EOY | $43,227 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,963 | BOYAmt |
| EOY | $26,543 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,752,355 | BOYAmt |
| EOY | $3,959,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,613,376 | BOYAmt |
| EOY | $4,468,720 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,183,953 | BOYAmt |
| EOY | $1,403,624 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,183 | BOYAmt |
| EOY | $611,283 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,408,512 | BOYAmt |
| EOY | $6,483,627 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,160,867 | BOYAmt |
| EOY | $10,443,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$283,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $482,798 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $875,475 | 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 | $7,787,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,063,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,943,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,816,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,450,981 | CurrentTaxYearAmt |
| Total | $37,062,486 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,093,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,370,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,814,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,538,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,177,166 | CurrentTaxYearAmt |
| Total | $12,993,871 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,880,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,434,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,758,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,354,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,628,147 | CurrentTaxYearAmt |
| Total | $50,056,357 | 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 | $50,056,357 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,716 | CurrentTaxYearAmt |
| Total | $2,501,474 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,716 | CurrentTaxYearAmt |
| Total | $2,501,474 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,435,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,595 | CurrentTaxYearAmt |
| Total | $1,755,058 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,295,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,866,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,540,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,131,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,478,458 | CurrentTaxYearAmt |
| Total | $54,312,889 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92410 | PublicSupportPY509Pct |
| Investment Income CY | 0.04610 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2009 AMOUNT: $ 104,592. 2010 AMOUNT: $ 109,603. 2011 AMOUNT: $ 76,134. 2012 AMOUNT: $ 53,987. 2013 AMOUNT: $ 51,595. INSURANCE PROCEEDS FROM CONVENTION CANCELLATION - 2011 AMOUNT: $ 1,359,147. | ExplanationTxt |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,762 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,573 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,335 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,923,045 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,942,380 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $597,119 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $149,280 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $835,881 | CurrentYearMinus3Amt |
| Current Year Minus2 | $707,461 | CurrentYearMinus2Amt |
| Current Year Minus1 | $582,311 | CurrentYearMinus1Amt |
| Current Year | $597,119 | CurrentYearAmt |
| Total | $2,722,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,084,158 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $33,952 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,195 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,955 | CurrentYearMinus1Amt |
| Current Year | $19,335 | CurrentYearAmt |
| Total | $106,437 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $208,970 | CurrentYearMinus3Amt |
| Current Year Minus2 | $176,865 | CurrentYearMinus2Amt |
| Current Year Minus1 | $145,578 | CurrentYearMinus1Amt |
| Current Year | $149,280 | CurrentYearAmt |
| Total | $680,693 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,021,040 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,012 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,640 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,561 | CurrentYearMinus1Amt |
| Current Year | $2,762 | CurrentYearAmt |
| Total | $19,975 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $636,863 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $59,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,925 | OtherExpendituresAmt |
| End Year Balance | $685,975 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $626,552 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | $25,842 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,131 | OtherExpendituresAmt |
| End Year Balance | $636,863 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $481,478 | BeginningYearBalanceAmt |
| Contributions | $156,235 | ContributionsAmt |
| Investment Earnings Or Losses | $146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,307 | OtherExpendituresAmt |
| End Year Balance | $626,552 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,054 | BeginningYearBalanceAmt |
| Contributions | $11,791 | ContributionsAmt |
| Investment Earnings Or Losses | $61,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $269,463 | OtherExpendituresAmt |
| End Year Balance | $481,478 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $681,857 | BeginningYearBalanceAmt |
| Contributions | $13,178 | ContributionsAmt |
| Investment Earnings Or Losses | $23,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,700 | OtherExpendituresAmt |
| End Year Balance | $678,054 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10890 | 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 | $157,504 | OtherCostOrOtherBasisAmt |
| Book Value | $157,504 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,691,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,209,605 | DepreciationAmt |
| Book Value | $481,642 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,168,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,745,863 | DepreciationAmt |
| Book Value | $422,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,061,903 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE PAYABLE | Desc |
| Amt | $26,543 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,543 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,944,894 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $482,798 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $994,753 | OtherRevenueAmt |
| Revenue Not Reported | $1,477,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,467,343 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $72,601 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $72,601 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,539,944 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,869,779 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $119,278 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $119,278 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,750,501 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $72,601 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $72,601 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,823,102 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CUSTODIAN ACCOUNT HELD FOR SOME OF THE UNITS IN THE GROUP EXEMPTION. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE FOR RECOGNITION AWARDS FOR OUTSTANDING RESEARCH OR PERFORMANCE AND SCHOLARSHIPS ARE FOR CONTINUING EDUCATION. |
| PART X, LINE 2: | SHAPE AMERICA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, SHAPE AMERICA 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. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT SHAPE AMERICA IS NOT A "PRIVATE FOUNDATION." SHAPE AMERICA HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH 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, SHAPE AMERICA 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 SHAPE AMERICA'S TAX POSITIONS AND CONCLUDED THAT SHAPE AMERICA HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, SHAPE AMERICA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON LINE. 10B 81,657. RENTAL EXPENSES ON LINE. 6B 37,621. TRANSFER FROM EASTERN DISTRICT (EIN: 52-1178935) 221,958. TRANSFER FROM SOUTHERN DISTRICT (EIN: 23-7235012) 320,848. TRANSFER FROM CENTRAL DISTRICT (EIN: 52-1178933) 89,825. TRANSFER FROM MIDWEST DISTRICT (EIN: 52-1178936) 43,658. TRANSFER FROM SOUTWEST DISTRICT (EIN: 52-1178938) 116,279. TRANSFER FROM NORTHWEST DISTRICT (EIN: 52-1178940) 82,907. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD ON LINE. 10B 81,657. RENTAL EXPENSES ON LINE. 6B 37,621. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIMES HALL | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 726000848 | RecipientEIN |
| IRC Section | STATE | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS/RESEARCH GRANTS/SCHOLARSHIPS/FELLOWSHIPS | GrantTypeTxt |
| Recipient | 98 | RecipientCnt |
| Cash Grant | $55,940 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS, AWARDS, SCHOLARSHIPS AND FELLOWSHIPS (GRANTS) ARE AWARDED BASED ON AN ESTABLISHED CRITERIA AND EVALUATION BY A COMMITTEE. RESEARCH GRANTS ARE MADE TO INSTITUTIONS OF HIGHER EDUCATION. RESEARCH GRANTS REQUIRE THE GRANTEE TO PROVIDE PERIODIC REPORTS BACK TO THE ORGANIZATION. ALL GRANTS ARE MADE FOR PROGRAMS ADVANCING THE ORGANIZATION'S EXEMPT PURPOSE. GRANTS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS FOLLOWING AN APPROVED PROCEDURE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E PAUL ROETERT | ||||||||||||||
| CEO | $264,649 | $0 | $0 | $0 | $0 | $0 | $10,881 | $0 | $8,751 | $0 | $284,281 | $0 | $0 | $0 |
| LAURA L MYERS | ||||||||||||||
| VP BUSINESS & FIN | $145,708 | $0 | $0 | $0 | $0 | $0 | $7,293 | $0 | $8,751 | $0 | $161,752 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO TYPES OF MEMBERSHIP: PROFESSIONAL MEMBERSHIP AND STUDENT MEMBERSHIP. THE ORGANIZATION HAS 16,194 MEMBERS AS OF 8/31/14. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DELEGATE ASSEMBLY THAT IS COMPRISED OF MEMBERS CAN ELECT ONE OR MORE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ARTICLES OF INCORPORATION CHANGES ARE SUBJECT TO THE APPROVAL OF THE MEMBERSHIP AND BYLAWS CHANGES ARE SUBJECT TO APPROVAL OF DELEGATE ASSEMBLY. |
| FORM 990, PART VI, SECTION B, LINE 11 | COPY IS REVIEWED BY THE BOARD OF GOVERNORS AND AUDIT COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND A COMPLIANCE WITH CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE DISCLOSURE FORM IS REQUIRED TO BE COMPLETED, SIGNED, AND RETURNED TO THE ORGANIZATION; AND IS MONITORED FOR RECEIPT AND COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY AN INDEPENDENT COMMITTEE USING COMPARABLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY INDEPENDENT PERSONS USING COMPARABLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ORGANIZATIONAL DOCUMENTS AND COI POLICY AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM EASTERN DISTRICT (EIN: 52-1178935) 221,958. TRANSFER FROM SOUTHERN DISTRICT (EIN: 23-7235012) 320,848. TRANSFER FROM CENTRAL DISTRICT (EIN: 52-1178933) 89,825. TRANSFER FROM MIDWEST DISTRICT (EIN: 52-1178936) 43,658. TRANSFER FROM SOUTWEST DISTRICT (EIN: 52-1178938) 116,279. TRANSFER FROM NORTHWEST DISTRICT (EIN: 52-1178940) 82,907. |
| FORM 990, PART XII, LINE 1 | THE FINANCIAL STATEMENTS ARE PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING WHEREBY REVENUE IS RECOGNIZED WHEN EARNED AND EXPENSES ARE RECOGNIZED WHEN INCURRED. PRIOR YEARS HAD THE EXCEPTION OF THE RECORDING OF THE POSTRETIREMENT BENEFIT LIABILITY, WHICH WAS ELIMINATED BY BOARD ACTION ON SEPTEMBER 1, 2013. |
| 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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