AFFILIATES RISK MANAGEMENT SERVICES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AFFILIATES RISK MANAGEMENT SERVICES INC (EIN 13-4167849)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-19
- IRS object ID
- 201341709349300314
- 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 | 2013-06-19T10:57:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 134167849 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIATES RISK MANAGEMENT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AFFI | NameControl |
| Phone | 2122614656 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J COBRIN | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 2122614656 | Phone |
| Date Signed | 2013-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | J COBRIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10159679 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF ARMS IS TO PROVIDE COMPREHENSIVE, STABLE, (CONTINUTED ON SCHEDULE O)AND AFFORDABLE INSURANCE,EDUCATIONAL,RISK,QUALITY, AND PATIENT SAFETY SERVICES TO ASSIST ITS CLIENTS TO IMPROVE HEALTH OUTCOMES AND MINIMIZE THE RISK OF LOSS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | 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 | 7119947 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8962250 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 413574 | InvestmentIncomePriorYear |
| Investment Income Current Year | 369484 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 97109 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79811 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7630630 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9411545 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 350000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 92681 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3244588 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3765213 | 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 | 3491717 | OtherExpensePriorYear |
| Other Expenses Current Year | 3236095 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7086305 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7093989 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 544325 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2317556 | RevenuesLessExpensesCY |
| Total Assets BOY | 15510728 | TotalAssetsBOY |
| Total Assets EOY | 16707117 | TotalAssetsEOY |
| Total Liabilities BOY | 7759030 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6110509 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7751698 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10596608 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AFFILIATES RISK MANAGEMENT SERVICES, INC. PROCURES COMPREHENSIVE, STABLE AND AFFORDABLE INSURANCE, AND PROVIDES RISK, QUALITY, AND PATIENT SAFETY SERVICES TO PLANNED PARENTHOOD ENTITIES SO THEY CAN BETTER ADVANCE THEIR MISSION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4244174 | Expense |
| Grants | 92681 | Grants |
| Revenue | 6954971 | Revenue |
| Description | RISK AND QUALITY MANAGEMENT PROGRAM:DEVELOPMENT AND IMPLEMENTATION OF RISK, QUALITY AND PATIENT SAFETY PROGRAMS TO MINIMIZE THE RISK EXPOSURE OF THE PROGRAM'S TAX EXEMPT AFFILIATED PARTICIPANTS; DEVELOPMENT OF PROGRAMS INTENDED TO IDENTIFY AND PREVENT CONDITIONS DEEMED LIKELY TO CREATE RISKS OF LOSSES OR CLAIMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1085780 | Expense |
| Revenue | 1779279 | Revenue |
| Description | PROGRAM ADMINISTRATOR TO THE NATIONAL INSURANCE PROGRAM (NIP). DESIGN, IMPLEMENTATION, ADMINISTRATION, AND PROCUREMENT OF A COMPREHENSIVE INSURANCE PROGRAM OFFERING A VARIETY OF INSURANCE COVERAGES DESIGNED SPECIFICALLY FOR PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. AND ITS MEMBERS AND ITS AFFILIATES. (THE PLANNED PARENTHOOD FAMILY) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 256336 | Expense |
| Description | BOARD DESIGNATED PROGRAMS AND INITIATIVES THAT WERE FUNDED BY THE NATIONAL INSURANCE PROGRAM FUNDS:CREDENTIALING BUSINESS PLANNING $ 40,526ENHANCED CREDENTIALS VERIFICATION $ 115,917SIMULATION PROJECT $ 34,893WORKERS COMPENSATION FEASIBILITY STUDY $ 65,000 | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 228000 | Revenue |
| Description | REFER TO SCHEDULE R - TOTAL INCOME FOR APPL | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 228000 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5586290 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | 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 | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 32 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A IUCHYK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122614331 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| J A COBRIN | |||||||
| DIRECTOR PRESIDENT AND CEO | 50.00 | X | X | 544348 | 0 | 324916 | |
| H CARTER | |||||||
| BOARD CHAIR | 0.70 | X | X | 0 | 0 | 0 | |
| T PUGH | |||||||
| TREASURER | 0.70 | X | X | 0 | 0 | 0 | |
| G D FISHER | |||||||
| SECRETARY | 0.70 | X | 0 | 0 | 0 | ||
| D HISER | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| D JOHNSON | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| K LAMBRECHT | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| D LUBY | |||||||
| (FORMER) BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| B SINGHAUS | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| J SMITH | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| L TAMAYO | |||||||
| VICE CHAIR | 0.70 | X | 0 | 0 | 0 | ||
| S TROMBLEY | |||||||
| (FORMER) BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| G DAVID | |||||||
| ASST SEC./ DIR PGRM SVC | 40.00 | X | 132676 | 0 | 20961 | ||
| J KOENIG | |||||||
| FORMER COO | 40.00 | X | 146829 | 0 | 14248 | ||
| C POLLAK | |||||||
| GENERAL COUNSEL | 40.00 | 180038 | 0 | 26696 | X | ||
| H FORSTER | |||||||
| SR DIR RISK & QUALITY MGMT | 40.00 | 129169 | 0 | 21930 | X | ||
| S VOIT | |||||||
| DIR OF LEARNING | 40.00 | 141404 | 0 | 40863 | X | ||
| AIUCHYK | |||||||
| CONTROLLER | 40.00 | 119746 | 0 | 11481 | X | ||
| B ANTONELLI | |||||||
| DIR OF TECHNICAL ASSISTANCE | 40.00 | 113822 | 0 | 10991 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1508032 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 472086 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SABA SOFTWAREINC | |||||
| DEPT 33412 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | LEARNING MANAGEMENT SYSTEM | 333065 |
| CS STARS LLC | |||||
| PO BOX 201739 | DALLAS | FL | 75320 | WEB BASED SERVICES | 250143 |
| MEDVERSANT TECHNOLOGIES LLC | |||||
| 13428 MAXELLA AVENUE SUITE 189 | MARINA DEL REY | CA | 90292 | CREDENTIALING | 227317 |
| SIDLEY AUSTIN LLP | |||||
| PO BOX 0642 | CHICAGO | IL | 60690 | LEGAL CONSULTATION | 140955 |
| TODAY'S FEATURE INC | |||||
| 440 KENT AVENUE SUITE 12B | BROOKLYN | NY | 11249 | VIDEO | 118760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTICIPANT/MGMT FEES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 8962250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8962250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8962250 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 217291 | TotalRevenueColumn |
| Exclusion | $217,291 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 900327 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 748134 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 152193 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152193 | TotalRevenueColumn |
| Exclusion | $152,193 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 79811 | TotalRevenueColumn |
| Exclusion | $79,811 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 79811 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9411545 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8962250 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $449,295 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92681 | Total |
| Program Services | 92681 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250096 | Total |
| Program Services | 967364 | ProgramServices |
| Management And General | 282732 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1944949 | Total |
| Program Services | 1546988 | ProgramServices |
| Management And General | 397961 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133224 | Total |
| Program Services | 106918 | ProgramServices |
| Management And General | 26306 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253710 | Total |
| Program Services | 225599 | ProgramServices |
| Management And General | 28111 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183234 | Total |
| Program Services | 144816 | ProgramServices |
| Management And General | 38418 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163278 | Total |
| Management And General | 163278 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Management And General | 40000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76444 | Total |
| Management And General | 76444 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1541913 | Total |
| Program Services | 1314023 | ProgramServices |
| Management And General | 227890 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127680 | Total |
| Program Services | 99168 | ProgramServices |
| Management And General | 28512 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280878 | Total |
| Program Services | 272537 | ProgramServices |
| Management And General | 8341 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348576 | Total |
| Program Services | 270037 | ProgramServices |
| Management And General | 78539 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168641 | Total |
| Program Services | 146809 | ProgramServices |
| Management And General | 21832 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74344 | Total |
| Program Services | 55706 | ProgramServices |
| Management And General | 18638 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51015 | Total |
| Program Services | 39521 | ProgramServices |
| Management And General | 11494 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54133 | Total |
| Program Services | 31971 | ProgramServices |
| Management And General | 22162 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BOARD DESIG. PROGRAMS | 256336 | 256336 | |
| BANK/PAYROLL PROCESSING | 29142 | 6606 | 22536 |
| MISCELLANEOUS EXPENSE | 23715 | 9210 | 14505 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7093989 | Total |
| Program Services | 5586290 | ProgramServices |
| Management And General | 1507699 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401486 | BOY |
| EOY | 785951 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10756004 | BOY |
| EOY | 10287090 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7639 | BOY |
| EOY | 15958 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24720 | BOY |
| EOY | 640495 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 757227 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 473643 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224094 | BOY |
| EOY | 283584 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4096785 | BOY |
| EOY | 4694039 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15510728 | BOY |
| EOY | 16707117 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940484 | BOY |
| EOY | 1298299 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6818546 | BOY |
| EOY | 4812210 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7759030 | BOY |
| EOY | 6110509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7751698 | BOY |
| EOY | 10596608 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7751698 | BOY |
| EOY | 10596608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15510728 | BOY |
| EOY | 16707117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2317556 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 271018 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 256336 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3955800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4725000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5666919 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6936347 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8734250 | CurrentTaxYear |
| Total | 30018316 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3955800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4725000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5666919 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6936347 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8734250 | CurrentTaxYear |
| Total | 30018316 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1376257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1820150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2215061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2691712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3455596 | CurrentTaxYear |
| Total | 11558776 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1376257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1820150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2215061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2691712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3455596 | CurrentTaxYear |
| Total | 11558776 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18459540 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 254213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 153749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 181961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271291 | CurrentTaxYear |
| Total | 1052986 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 254213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 153749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 181961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271291 | CurrentTaxYear |
| Total | 1052986 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47651 | CurrentTaxYear |
| Total | 190851 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4225329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4892014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5866390 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7225228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9053192 | CurrentTaxYear |
| Total | 31262153 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.59050 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.59410 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04290 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3350000 | BeginningOfYearBalance |
| Contributions | 2024000 | Contributions |
| Investment Earnings Or Losses | 41497 | InvestmentEarningsOrLosses |
| Other Expenditures | 41497 | OtherExpenditures |
| End Of Year Balance | 5374000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2827000 | BeginningOfYearBalance |
| Contributions | 523000 | Contributions |
| Investment Earnings Or Losses | 24323 | InvestmentEarningsOrLosses |
| Other Expenditures | 24323 | OtherExpenditures |
| End Of Year Balance | 3350000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2350000 | BeginningOfYearBalance |
| Contributions | 477000 | Contributions |
| Investment Earnings Or Losses | 13697 | InvestmentEarningsOrLosses |
| Other Expenditures | 13697 | OtherExpenditures |
| End Of Year Balance | 2827000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2350000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 61755 | InvestmentEarningsOrLosses |
| Other Expenditures | 61755 | OtherExpenditures |
| End Of Year Balance | 2350000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1400000 | BeginningOfYearBalance |
| Contributions | 950000 | Contributions |
| End Of Year Balance | 2350000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 205481 | OtherCostOrOtherBasis |
| Depreciation | 42040 | Depreciation |
| Book Value | 163441 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 551746 | OtherCostOrOtherBasis |
| Depreciation | 431603 | Depreciation |
| Book Value | 120143 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 283584 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEE SCHEDULE O | Description |
| Amount | $4,812,210 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4812210 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNRESTRICTED BOARD DESIGNATED FUNDS ARE DIRECTED FOR SPECIFIC USES BY ACTION OF THE BOARD OF DIRECTORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ARMS HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. ARMS IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2009. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED PARENTHOOD OF NEW YORK CITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 BLEECKER STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 132621497 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 42681 | AmountOfCashGrant |
| Purpose Of Grant | ROBYN MENIN AWARD FOR DEVELOPMENT OF RISK MANAGEMENT PROGRAM | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ARMS PROVIDES AN ANNUAL GRANT AWARD TO ONE OR MORE OF THE TAX EXEMPT ORGANIZATIONS THAT RECEIVE THE BENEFIT OF ARMS'S CHARITABLE AND EDUCATIONAL SERVICES TO BE USED TO FURTHER THE AWARD RECIPIENT'S RISK MANAGEMENT PROGRAMS. THE GRANT REQUIRES THE SUBMISSION BY THE AWARD RECIPIENT OF REPORTS REGARDING THE ACTUAL USE OF THE FUNDS AWARDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J A COBRIN | ||||||||||||||
| DIRECTOR PRESIDENT AND CEO | 496348 | 0 | 48000 | 0 | 0 | 0 | 289142 | 0 | 35774 | 0 | 869264 | 0 | 0 | 0 |
| G DAVID | ||||||||||||||
| ASST SEC./ DIR PGRM SVC | 125676 | 0 | 7000 | 0 | 0 | 0 | 11119 | 0 | 9842 | 0 | 153637 | 0 | 0 | 0 |
| J KOENIG | ||||||||||||||
| FORMER COO | 89681 | 0 | 0 | 0 | 57148 | 0 | 8249 | 0 | 5999 | 0 | 161077 | 0 | 0 | 0 |
| C POLLAK | ||||||||||||||
| GENERAL COUNSEL | 168038 | 0 | 12000 | 0 | 0 | 0 | 9283 | 0 | 17413 | 0 | 206734 | 0 | 0 | 0 |
| H FORSTER | ||||||||||||||
| SR DIR RISK & QUALITY MGMT | 124169 | 0 | 5000 | 0 | 0 | 0 | 11813 | 0 | 10117 | 0 | 151099 | 0 | 0 | 0 |
| S VOIT | ||||||||||||||
| DIR OF LEARNING | 129404 | 0 | 12000 | 0 | 0 | 0 | 13390 | 0 | 27473 | 0 | 182267 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DURING 2012 THE BYLAWS WERE AMENDED. | |
| FORM 990, PART VI, SECTION A, LINE 6 | POLICYHOLDERS' TRUST IS THE SOLE MEMBER OF AFFILIATES RISK MANAGEMENT SERVICES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED AT THE ANNUAL MEETING OF THE MEMBER OF ARMS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER MUST APPROVE ANY AMENDMENTS TO THE CERTIFICATE OF INCORPORATION OF ARMS IF THE AMENDMENT RELATES TO THE COMPOSITION AND TENURE OF THE BOARD OF ARMS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO EACH OF THE DIRECTORS FOR THEIR REVIEW, AND THE 990 IS FILED ONLY AFTER THE BOARD EITHER FORMALLY APPROVES THE 990 AT A MEETING OR NONE OF THE DIRECTORS PROTEST THE DRAFT 990 AS PROVIDED, OR OTHERWISE RAISES ANY QUESTIONS OR ISSUES REGARDING THE DRAFT FORM, WITHIN A PRESCRIBED TIME PERIOD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE IS SIGNED AND SUBMITTED BY PERTINENT INDIVIDUALS ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE CEO'S COMPENSATION, PRIOR TO ANY INCREASE IN COMPENSATION OR BENEFITS, OR CHANGES TO THE TERMS OF THE CEO'S EMPLOYMENT CONTRACT, THE BOARD (I) EVALUATES THE CEO'S ACCOMPLISHMENTS AND WORK PERFORMANCE AND (II) COMMISSIONS AN INDEPENDENT SALARY REVIEW BY AN OUTSIDE CONSULTANT AND/OR REVIEWS COMPARABILITY DATA OF OTHER SIMILARLY-SITUATED NON-PROFIT AND FOR-PROFIT ORGANIZATIONS TO DETERMINE THE REASONABLENESS OF THE PROPOSED COMPENSATION AND/OR CONTRACT TERMS IN LIGHT OF THE COMPARABILITY DATA. THE CEO RECUSES HERSELF FROM THE MEETINGS DURING SUCH DELIBERATIONS. THE BOARD THEN VOTES REGARDING ANY CHANGES TO THE COMPENSATION FOLLOWING SUCH DELIBERATION, WITH THE CEO ABSTAINING FROM SUCH VOTE AND NOT IN ATTENDANCE. MINUTES OF THE MEETINGS AT WHICH SUCH VOTE IS TAKEN ARE DRAFTED AND SIGNED BY THE CHAIRMAN OR SECRETARY PRIOR TO THE NEXT BOARD MEETING. FOR THE OFFICERS' COMPENSATION, PERIODICALLY THE CEO REQUESTS A SALARY SURVEY BE PREPARED BY AN OUTSIDE CONSULTANT. JOB DESCRIPTIONS ARE PROVIDED TO THE CONSULTANT AS WELL AS LEVELS OF COMPENSATION. THE CEO USES THE GUIDELINES PROVIDED BY THE SURVEY TO DETERMINE ANNUAL COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ARMS PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND 990 TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII, SECTION A, LINE 1, COLUMN F: | THE AMOUNT SET FORTH FOR J.A. COBRIN IN COLUMN F (AND IN SCHEDULE J, PART II, LINE 1, COLUMN C) INCLUDES AMOUNTS PAYABLE UNDER A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ADOPTED BY THE ARMS BOARD OF DIRECTORS IN 2013. THE PLAN IS AN UNFUNDED DEFERRED COMPENSATION ARRANGEMENT THAT THE BOARD ESTABLISHED IN RESPECT OF SERVICES PROVIDED SINCE 2008 BY J.A. COBRIN IN HER CAPACITY AS PRESIDENT AND CEO OF ARMS. THE EMPLOYEE'S RIGHT TO RECEIVE PAYMENT WILL BECOME VESTED AND NONFORFEITABLE AND PAYABLE TO THE EMPLOYEE ON A FUTURE DATE, PROVIDED THE EMPLOYEE IS STILL EMPLOYED WITH ARMS ON THAT DATE. | |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN D: | THE AMOUNT SET FORTH FOR JOAN KOENIG IN COLUMN D (AND IN SCHEDULE J, PART II, COLUMN (B) (III)) INCLUDES A PAYMENT UNDER A SEVERANCE PLAN. | |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,314,023. MANAGEMENT AND GENERAL EXPENSES 227,890. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,541,913. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | TRANSFERRED NIP FUNDS FOR BOARD DESIGNATED PROGRAMS 256,336. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C. | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE PROCESS IS REVIEWED BY THE AUDIT COMMITTEE. | |
| FORM 990, SCHEDULE D PART X LINE 2 | NIP FUNDS TO COVER PURCHASE OF INSURANCE POLICIES AND EXPENSES FOR RISK MANAGEMENT PROGRAMS | OTHER LIABILITIES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIATES PROGRAM PROTECTION LLC (APPL) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BANK STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203095531 | EIN |
| Primary Activities | ATTORNEY-IN-FACT ON BEHALF OF APR AND AIR | PrimaryActivities |
| Legal Domicile State | VT | LegalDomicileState |
| Total Income | 228000 | TotalIncome |
| EOY Assets | 199060 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLICYHOLDERS' TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137305782 | EIN |
| Primary Activities | SERVES AS THE SOLE MEMBER OF ARMS. INC. | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| AFFILIATES PROPERTY RECIPROCAL | ||||||||
| 100 BANK ST SUITE 610 | BURLINGTON | VT | 05401 | 203095604 | INSURANCE RECIPROCAL | VT | N/A | 0 |
| AFFILIATES INSURANCE RECIPROCAL A RISK RETENTION GROUP | ||||||||
| 100 BANK ST SUITE 610 | BURLINGTON | VT | 05401 | 320289657 | INSURANCE RECIPROCAL | VT | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments