INSTITUTE OF INTERNAL AUDITORS: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNAL AUDITORS (EIN 23-7404522)
Tax period
2012-06-01 to 2013-05-31
Filed
2013-10-11
IRS object ID
201332849349300503
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

FieldValueIRS element (for citing)
Timestamp2013-10-11T10:15:29-05:00Timestamp
Tax Period End Date2013-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN581673613EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BENNETT THRASHER PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13625 CUMBERLAND BOULEVARD 1000AddressLine1
CityATLANTACity
StateGAState
ZIP Code30339ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237404522EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ATLANTA CHAPTER OF THE INSTITUTE OFBusinessNameLine1
Business Name Line2INTERNAL AUDITORSBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlATLANameControl
Phone7702064210Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 HOLCOMB BRIDGE ROAD STEAddressLine1
Address Line2103-315AddressLine2
CityROSWELLCity
StateGAState
ZIP Code30076ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGREG KIRKLANDName
TitleCHIEF FINANCIAL OFFICERTitle
Phone7702064210Phone
Date Signed2013-10-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTIM OBERSTName
PTINP00618530PTIN
Phone7703962200Phone
Date Prepared2013-10-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN FUCHKO IIINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12300 HOLCOMB BRIDGE ROAD SUITEAddressLine1
Address Line2103-315AddressLine2
CityROSWELLCity
StateGAState
ZIP Code30076ZIPCode
FieldValueIRS element (for citing)
Gross Receipts216681GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.THEIIA.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1949YearFormation
State Legal DomicileGAStateLegalDomicile
Activity Or Mission DescriptionTO BE THE PRIMARY PROFESSIONAL ASSOCIATION DEDICATED TO THE PROMOTION AND DEVELOPMENT OF THE PRACTICE OF INTERNAL AUDITING IN THE GREATER ATLANTA METROPOLITAN AREA.ActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year40015ContributionsGrantsPriorYear
Contributions Grants Current Year47925ContributionsGrantsCurrentYear
Program Service Revenue Prior Year148118ProgramServiceRevenuePriorYear
Program Service Revenue CY168446ProgramServiceRevenueCY
Investment Income Prior Year569InvestmentIncomePriorYear
Investment Income Current Year310InvestmentIncomeCurrentYear
Other Revenue Prior Year340OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year189042TotalRevenuePriorYear
Total Revenue Current Year216681TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year6500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY56500GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year248115OtherExpensePriorYear
Other Expenses Current Year239201OtherExpensesCurrentYear
Total Expenses Prior Year254615TotalExpensesPriorYear
Total Expenses Current Year295701TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-65573RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-79020RevenuesLessExpensesCY
Total Assets BOY268611TotalAssetsBOY
Total Assets EOY189591TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY268611NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY189591NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO BE THE PRIMARY PROFESSIONAL ASSOCIATION DEDICATED TO THE PROMOTION AND DEVELOPMENT OF THE PRACTICE OF INTERNAL AUDITING IN THE GREATER ATLANTA METROPOLITAN AREA.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionACCOMPLISHMENTS OF THE ATLANTA CHAPTER OF THE INSTITUTE OF INTERNAL AUDITORS:- PROVIDED COMPREHENSIVE PROFESSIONAL EDUCATIONAL AND DEVELOPMENT OPPORTUNITIES FOR INTERNAL AUDIT PROFESSIONALS AND STUDENTS IN THE ATLANTA AREA,- DISSEMINATED, AND PROMOTED KNOWLEDGE CONCERNING INTERNAL AUDITING AND ITS APPROPRIATE ROLE IN CONTROL, RISK MANAGEMENT, AND GOVERNANCE TO PRACTITIONERS AND STAKEHOLDERS, AND- EDUCATED PRACTITIONERS AND OTHER RELEVANT AUDIENCES ON BEST PRACTICES IN INTERNAL AUDITING.THE CHAPTER ACHIEVED THESE ACCOMPLISHMENTS THORUGH (A) MONTHLY MEETINGS HELD FOR INTERNAL AUDIT PROFESSIONALS AND STUDENTS IN THE ATLANTA AREA, (B) STUDENT EVENTS HELD AT GEORGIA STATE AND KENNESAW STATE UNIVERSITIES, (C) CIA REVIEW COURSES, AND (D) CAE ROUNDTABLES.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GREG KIRKLANDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7702064210TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12300 HOLCOMB BRIDGE ROAD SUITEAddressLine1
CityROSWELLCity
StateGAState
ZIP Code30076ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JOHN FUCHKO
PRESIDENT6.00XX000
CONNIE BROWN
VICE PRESIDENT AND COO6.00XX000
GREG KIRKLAND
CFO AND TREASURER6.00XX000
PAUL MCCLUNG
CEO4.00XX000
JIM JACOBSON
VP, MEMBER SERVICES1.00XX000
STEVE LAMEIER
VP, VOLUNTEER RESOURCES1.00XX000
TIM TRIPP
VP, CHAPTER SECRETARY1.00X000
ALAN BARNES
GOVERNOR0.50X000
WILLIAM MULCAHY
GOVERNOR12.00X000
EMMA COSTELLO
GOVERNOR0.50X000
ANTHONY CHALKER
GOVERNOR0.50X000
GILBERT RADFORD
GOVERNOR0.50X000
BRIAN LAY
GOVERNOR0.50X000
STERLING ROTH
GOVERNOR0.50X000
SHARON MCCULLOUGH
GOVERNOR0.50X000
CURTIS FIELDS
GOVERNOR0.50X000
PAUL SOBEL
GOVERNOR0.50X000
CO HOLLIS
GOVERNOR0.50X000
FRED MASCI
GOVERNOR0.50X000
SUE MILLS
GOVERNOR0.50X000
RICH CLUNE
GOVERNOR0.50X000
CHRIS BLALOCK
GOVERNOR0.50X000
CARL SCHULMAN
GOVERNOR0.50X000
NORM PARKERSON
GOVERNOR0.50X000
TERRY LONGSTRETH
GOVERNOR0.50X000
BARBARA JESUP
GOVERNOR4.00X000
RITA THAKKAR
GOVERNOR0.50X000
RIC KIMBALL
GOVERNOR0.50X000
VIJAY PINTO
GOVERNOR0.50X000
GARY JORDAN
GOVERNOR0.50X000
GLENDA OSTRANDER
GOVERNOR0.50X000
JERRY JENNISON
GOVERNOR0.50X000
RICK WARREN
GOVERNOR0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions47925AllOtherContributions
Total Contributions47925TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEETINGS/SEMINAR FEESDescription
Business Code611430BusinessCode
Total Revenue Column168446TotalRevenueColumn
Related Or Exempt Function Income168446RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue168446TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column310TotalRevenueColumn
Exclusion$310ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column216681TotalRevenueColumn
Related Or Exempt Function Income168446RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$310ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total56500Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1450Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total55948Total

Advertising Advertising

FieldValueIRS element (for citing)
Total8016Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5446Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total151903Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total4327Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
CASE COMPETITION AWARDS5400
CIA REVIEW COURSE MATER3770
MEMBERSHIP2816
LICENSES & FEES125

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total295701Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY17249BOY
EOY9569EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY251362BOY
EOY180022EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY268611BOY
EOY189591EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY268611BOY
EOY189591EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY268611BOY
EOY189591EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY268611BOY
EOY189591EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-79020ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review1AccountantCompileOrReview

Accountant Compile Or Review Basis AccountantCompileOrReviewBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
FS Audited0FSAudited
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
INSTITUTE OF INTERNAL AUDITORS RESEARCH FOUNDATION
247 MAITLAND AVENUEALTAMONTE SPRINGSFL32701591859804501(C)(3)2500GENERAL PURPOSE
KENNESAW STATE UNIVERSITY
1000 CHASTAIN ROADKENNESAWGA30144580965786STATE UNIVERSITY2000SCHOLARSHIPS
GEORGIA STATE UNIVERSITY
PO BOX 3963ATLANTAGA303023963586033185STATE UNIVERSITY2000SCHOLARSHIPS
KENNESAW STATE UNIVERSITY
1000 CHASTAIN ROADKENNESAWGA30144580965786STATE UNIVERSITY50000RESEARCH GRANT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANT, BENNETT THRASHER PC, AND REVIEWED BY THE CHIEF FINANCIAL OFFICER.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S BYLAWS ARE POSTED ON ITS OWN WEBSITE, AND THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.

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