PENNSYLVANIA SURPLUS LINES ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PENNSYLVANIA SURPLUS LINES ASSOCIATION (EIN 23-2209285)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201313129349301911
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-08T14:06:54-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 MARKET ST 6TH FL | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232209285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PENNSYLVANIA SURPLUS LINES ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENN | NameControl |
| Phone | 6105941340 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 SHEREE BOULEVARD NO 3100 | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH RUDERT | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6105941340 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN J MASTERSON | Name |
| PTIN | P00026744 | PTIN |
| Phone | 7172338800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH RUDERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 SHEREE BOULEVARD NO 3100 | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2042522 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PASLA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | REPRESENT INTERESTS OF RESIDENT AND NON-RESIDENT LICENSED SURPLUS LINES AGENTS TRANSACTING BUSINESS IN PA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2373197 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2028275 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12496 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9467 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5165 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4780 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2390858 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2042522 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 758737 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 761566 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1114767 | OtherExpensePriorYear |
| Other Expenses Current Year | 1129117 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1873504 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1890683 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 517354 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 151839 | RevenuesLessExpensesCY |
| Total Assets BOY | 3479469 | TotalAssetsBOY |
| Total Assets EOY | 3620494 | TotalAssetsEOY |
| Total Liabilities BOY | 108217 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 97403 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3371252 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3523091 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SERVE PENNSYLVANIA'S INSURANCE CONSUMERS THROUGH FAIR AND EFFICIENT REVIEW AND VERIFICATION OF THE SURPLUS LINES INSURANCE INDUSTRY AND TO:1. FACILITATE AND ENCOURAGE COMPLIANCE BY SURPLUS LINES LICENSEES WITH THE LAWS OF THIS COMMONWEALTH AND THE RULES AND REGULATIONS OF THE DEPARTMENT RELATIVE TO SURPLUS LINES INSURANCE. 2. PROVIDE MEANS FOR THE EXAMINATION, WHICH SHALL REMAIN CONFIDENTIAL, OF ALL SURPLUS LINES COVERAGES WRITTEN BY SURPLUS LINES LICENSEES TO DETERMINE WHETHER SUCH COVERAGES COMPLY WITH SUCH LAWS AND REGULATIONS.3. COMMUNICATE WITH ORGANIZATIONS OF ADMITTED INSURERS WITH RESPECT TO THE PROPER USE OF THE SURPLUS LINES MARKET.4. RECEIVE AND DISSEMINATE TO SURPLUS LINES LICENSEES INFORMATION RELATIVE TO SURPLUS LINES INSURANCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ASSOCIATION WAS AWARDED A CONTRACT FROM THE PENNSYLVANIA INSURANCE DEPARTMENT (PID) TO DEVELOP AND MAINTAIN AN ELECTRONIC DATABASE OF STATISTICAL DATA ENTERED BY THE LICENSEES. IN ADDITION, THE ASSOCIATION SERVES AS AN ADVISORY ORGANIZATION WITH PID FOR PURPOSES OF ADVISING AND CONSULTING ON MATTERS CONCERNING THE SURPLUS LINES MARKET IN PENNSYLVANIA. ALSO, IT PROVIDES TRAINING AND EDUCATION TO ALL LICENSEES. THE ASSOCIATION ALSO PROVIDES ADMINISTRATIVE SERVICES TO NON-ADMITTED INSURANCE CARRIERS IN COMPLETING ELIGIBILITY APPLICATIONS TO THE PID. THE ASSOCIATION HAD 147 PAID MEMBERSHIPS AND PROVIDED SERVICES TO 1,336 INSURANCE AGENCIES DURING 2012. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH A RUDERT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6105941340 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 SHEREE BLVD SUITE 3100 | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DENNIS LEWANDOWSKI | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| FRANCES REH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM TIERNEY | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| MARY MARINES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| EDWIN RICE | |||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| JACK MEEKER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES CONWAY | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| JUDITH KLINGERMAN | |||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| ANTHONY SALTZMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RITA HANEBURY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GERALD HENNER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| IRENE BARBERA | |||||||
| FORMER PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| DIANNE SPRAGUE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH A RUDERT | |||||||
| EXEC DIRECTOR | 40.00 | 132792 | 0 | 17149 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 132792 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17149 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LIMNORRIS CONSULTING GROUP | |||||
| 12 FOX HUNT CIRCLE | PLYMOUTH MEETING | PA | 19462 | PROJECT MANAGEMENT AND IT SERVICES | 412289 |
| MINDSHIFT TECHNOLOGIES INC | |||||
| 309 WAVERLEY OAKS ROAD 301 | WALTHAM | MA | 02452 | COMPUTER NETWORK AND SUPPORT SERVICES | 149471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STAMPING FEES | 524298 | 1997925 | 1997925 |
| DUES AND REQUALIFICATI | 524298 | 30350 | 30350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2028275 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9467 | TotalRevenueColumn |
| Exclusion | $9,467 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION COURSES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 4780 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4780 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4780 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2042522 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2033055 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,467 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149941 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 466234 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24446 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70745 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50200 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103028 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68238 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80925 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32530 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326130 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130060 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28826 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8483 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247172 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29917 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBERSHIP SERVICES | 66769 |
| SLA EDUCATION | 6220 |
| DUES AND SUBSCRIPTIONS | 6173 |
| ADJUSTMENT ALLOWANCE FO | -9840 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4486 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1890683 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2810550 | BOY |
| EOY | 3001137 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179153 | BOY |
| EOY | 158172 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41501 | BOY |
| EOY | 46695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2184793 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1779266 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424913 | BOY |
| EOY | 405527 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23352 | BOY |
| EOY | 8963 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479469 | BOY |
| EOY | 3620494 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4313 | BOY |
| EOY | 13487 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103904 | BOY |
| EOY | 83916 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108217 | BOY |
| EOY | 97403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3371252 | BOY |
| EOY | 3523091 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3371252 | BOY |
| EOY | 3523091 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479469 | BOY |
| EOY | 3620494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 151839 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 1 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34217 | OtherCostOrOtherBasis |
| Depreciation | 25867 | Depreciation |
| Book Value | 8350 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1943079 | OtherCostOrOtherBasis |
| Depreciation | 1628976 | Depreciation |
| Book Value | 314103 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 207497 | OtherCostOrOtherBasis |
| Depreciation | 124423 | Depreciation |
| Book Value | 83074 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 405527 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED EXPENSES | Description |
| Amount | $83,916 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 83916 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 2042521 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2042521 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2042521 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1890683 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1890683 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1890683 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARIE RUDERT | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF KEY EMPLOYEE | Relationship |
| Amount Of Transaction | 99724 | AmountOfTransaction |
| Description Of Transaction | EMPLOYED AS AUDIT AND FINANCE MANAGER | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. FULL RESIDENT AND NON-RESIDENT MEMBERS HAVE FULL VOTING RIGHTS. BRANCH OFFICE RESIDENT AND BRANCH OFFICE NON-RESIDENT MEMBERS AS WELL AS ASSOCIATE SUPPORTING MEMBERS HAVE NO VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | RESIDENT AND NON-RESIDENT FULL MEMBERS ONLY. |
| FORM 990, PART VI, SECTION A, LINE 8B | ALL COMMITTEES OF THE ASSOCIATION CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD. NONE OF THE ASSOCIATION'S COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | AT LEAST 30 DAYS BEFORE FORM 990 IS FILED WITH THE IRS IT WILL BE DISSEMINATED TO THE BOARD OF GOVERNORS VIA EMAIL FOR REVIEW, COMMENTS AND QUESTIONS. ANY QUESTIONS AND COMMENTS ARE DIRECTED TO THE EXECUTIVE DIRECTOR WITHIN FIFTEEN (15) DAYS OF RECEIPT. EXECUTIVE DIRECTOR WILL RESPOND TO ALL COMMENTS AND/OR DEFER TO THE CPA FIRM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN JANUARY 2010. A DIRECTOR'S AND OFFICER'S FIDUCIARY RESPONSIBILITY FORM IS COMPLETED AND FILED WITH THE ORGANIZATION ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ASSOCIATION CONTRACTS AN INDEPENDENT HR CONSULTANT WHO PROVIDES COMPARABLE SALARY DATA FOR THE EXECUTIVE DIRECTOR'S POSITION. NO BOARD MEMBERS OR OFFICERS RECEIVE COMPENSATION. THERE ARE NO KEY OFFICERS OR KEY EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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