AMERICAN PSYCHIATRIC ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PSYCHIATRIC ASSOCIATION (EIN 52-2168499)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-20
- IRS object ID
- 201202959349300050
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-20T20:55:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521392008 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522168499 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PSYCHIATRIC ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7039077300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD NO 1825 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESE SWETNAM | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7039077300 | Phone |
| Date Signed | 2012-10-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES SCULLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD NO 1825 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47353704 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PSYCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | SEE PART III, LINE 1. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 229 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 6225307 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 220745 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 446541 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 624529 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30103597 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30395437 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 942929 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1104213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4744786 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11333969 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36237853 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43458148 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 301228 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 404051 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15737230 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19412876 | 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 | 14491939 | OtherExpensePriorYear |
| Other Expenses Current Year | 18259500 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30530397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38076427 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5707456 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5381721 | RevenuesLessExpensesCY |
| Total Assets BOY | 64163736 | TotalAssetsBOY |
| Total Assets EOY | 66709192 | TotalAssetsEOY |
| Total Liabilities BOY | 25190111 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25260365 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38973625 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41448827 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE AMERICAN PSYCHIATRIC ASSOCIATION (APA) WAS INCORPORATED IN 2000 AS A 501(C)(6) TRADE ASSOCIATION. ITS 35,000 U.S. AND INTERNATIONAL PHYSICIAN MEMBERS SPECIALIZE IN THE DIAGNOSIS AND TREATMENT OF MENTAL AND EMOTIONAL DISORDERS AND SUBSTANCE ABUSE DISORDERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EDUCATIONAL PROGRAMS - THE ASSOCIATION'S EDUCATIONAL PROGRAMS HELP MEET THE NEEDS OF PSYCHIATRISTS, PSYCHIATRY RESIDENTS, MEDICAL STUDENTS AND ULTIMATELY IMPROVE PATIENT CARE. THE PROGRAMS PROVIDE PSYCHIATRISTS WITH OPPORTUNITIES FOR MAINTENANCE OF CERTIFICATION, FOR LIFELONG LEARNING, AND FOR MEETING THE CORE COMPETENCIES IN ADDITION TO PROVIDING CONTINUING MEDICAL EDUCATION ACTIVITIES. THE APA ANNUAL MEETING IS AN ANNUAL EDUCATIONAL FORUM FOR PSYCHIATRISTS INCLUDING 5 DAYS OF LECTURES, SYMPOSIA, INTENSIVE COURSES, PRESENTATIONS OF SCIENTIFIC PAPERS AND RESEARCH, AND OTHER EDUCATIONAL ACTIVITIES. ATTENDANCE AT THE ANNUAL MEETING AND THE INSTITUTE ON PSYCHIATRIC SERVICES FALL NATIONAL MEETING GENERALLY INCLUDES APPROXIMATELY 16,000 PHYSICIANS. THE APA PUBLICATION FOCUS PROVIDES A BROAD TOPIC ORIENTED ANALYSIS OF CURRENT PSYCHIATRIC CLINICAL PRACTICE AND LITERATURE, AS WELL AS CME CREDIT AND MOC ACTIVITIES FOR SELF-ASSESSMENT AND PERFORMANCE IN PRACTICE, AND IS AVAILABLE IN PRINT AND ONLINE, WITH APPROXIMATELY 2500-2800 SUBSCRIBERS. APA PROVIDES CME CREDIT FOR PAPERS PUBLISHED IN ITS SCIENTIFIC AND RESEARCH JOURNAL, THE AMERICAN JOURNAL OF PSYCHIATRY. APA MAINTAINS AN ONLINE LEARNING MANAGEMENT SYSTEM THAT DISSEMINATES ONLINE COURSES BASED ON APA PRACTICE GUIDELINES AND OTHER COURSE MATERIAL SUCH AS A SAMHSA MANDATED TRAINING IN OFFICE BASED TREATMENT OF OPIATE DEPENDENT PATIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATIONS - THE APA IS THE LEADING PUBLISHER OF BOOKS, JOURNALS, AND ELECTRONIC PRODUCTS FOR THE PSYCHIATRIC COMMUNITY. IT PUBLISHES APPROXIMATELY 30 TEXTBOOKS AND MONOGRAPHS, 5 JOURNALS, CME PROGRAMS, A NEWS PUBLICATION YEARLY, IN PRINT AND ONLINE. ALL PERIODICALS AND SELECTED BOOKS ARE FEATURED ON ITS STATE-OF-THE-ART ELECTRONIC PLATFORM, PSYCHIATRYONLINE. THIS ONLINE RESOURCE OFFERS E-BOOKS, JOURNALS, NEWS, AND SEMANTICALLY LINKED CONTENT SEARCHABLE BY TOPIC. A MAIN COMPONENT OF THE PRINT, E-BOOK, AND ONLINE PUBLICATIONS PROGRAM IS THE DIAGNOSTIC AND STATISTICAL MANUAL OF MENTAL DISORDERS (DSM), THE STANDARD CLASSIFICATION OF MENTAL DISORDERS USED BY MENTAL HEALTH PROFESSIONALS IN THE UNITED STATES THAT CONTAINS A LISTING OF DIAGNOSTIC CRITERIA FOR EVERY PSYCHIATRIC DISORDER RECOGNIZED BY THE U.S. HEALTHCARE SYSTEM. THE CURRENT EDITION, DSM-IV-TR, IS USED BY PROFESSIONALS IN A WIDE ARRAY OF CONTEXTS, INCLUDING PSYCHIATRISTS AND OTHER PHYSICIANS, PSYCHOLOGISTS, SOCIAL WORKERS, NURSES, OCCUPATIONAL AND REHABILITATION THERAPISTS, AND COUNSELORS, AS WELL AS BY CLINICIANS AND RESEARCHERS OF MANY DIFFERENT ORIENTATIONS (E.G., BIOLOGICAL, PSYCHODYNAMIC, COGNITIVE, BEHAVIORAL, INTERPERSONAL, FAMILY/SYSTEMS). IT IS USED IN BOTH CLINICAL SETTINGS (INPATIENT, OUTPATIENT, PARTIAL HOSPITAL, CONSULTATION-LIAISON, CLINIC, PRIVATE PRACTICE, AND PRIMARY CARE) AS WELL AS WITH COMMUNITY POPULATIONS. IN ADDITION TO SUPPLYING DETAILED DESCRIPTIONS OF DIAGNOSTIC CRITERIA, DSM IS ALSO A NECESSARY TOOL FOR COLLECTING AND COMMUNICATING ACCURATE PUBLIC HEALTH STATISTICS ABOUT THE DIAGNOSIS OF PSYCHIATRIC DISORDERS. THE NEW EDITION, DSM-5, IS IN DEVELOPMENT AND IT WILL PLAN A PROMINENT ROLE IN THE AMERICAN PSYCHIATRIC PUBLISHING'S PROGRAM OF RELATED BOOKS, JOURNAL ARTICLE COMMENTARY, AND ELECTRONIC PRODUCTS. THE NEWS PUBLICATION, PSYCHIATRIC NEWS, ALSO WILL FOCUS ON ELEMENTS OF DSM-5. THIS NEWSPAPER COVERS NEWS, CLINICAL ADVANCES, PRACTICE MANAGEMENT INFORMATION, AND LEGISLATIVE HIGHLIGHTS, WITH A SPOTLIGHT ON THE APA EFFORTS TO ACHIEVE PARITY IN MENTAL HEALTH CARE. IT REPRESENTS THE VOICE OF APA AND THE PSYCHIATRIC COMMUNITY TO PROMOTE QUALITY CARE FOR INDIVIDUALS WITH MENTAL DISORDERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH - DIAGNOSTIC AND STATISTICAL MANUAL OF MENTAL DISORDERS (DSM) IS THE OFFICIAL COMPENDIUM OF ALL PSYCHIATRIC DIAGNOSES RECOGNIZED BY THE U.S. HEALTHCARE SYSTEM. SIGNIFICANT ADVANCES WERE MADE IN THE DEVELOPMENT OF THE FORTH COMING FIFTH EDITION, DSM-5, DURING 2010. THIS INCLUDED THE PUBLIC RELEASE OF DRAFT DIAGNOSTIC CRITERIA AND REVISIONS VIA THE WWW.DSM5.ORG WEB SITE AND THE INITIATION OF THE DSM-5 FIELD TRIALS, WHICH WILL EXAMINE THE RELIABILITY, FEASIBILITY, AND UTILITY OF PROPOSED CHANGES TO THE MANUAL IN BOTH HIGH-VOLUME AND ROUTINE PRACTICE CLINICAL SETTINGS. IN ADDITION TO PROVIDING THE DIAGNOSTIC CRITERIA BY WHICH PSYCHIATRISTS AND OTHER MENTAL HEALTH SPECIALISTS NATIONWIDE CAN MAKE UNIFORM DIAGNOSES, DSM IS A VITAL RESOURCE FOR CLINICAL RESEARCH INCLUDING ETIOLOGY, RISK ASSESSMENT, AND DRUG DEVELOPMENT; DOCUMENTING POPULATION LEVEL DIAGNOSTIC PATTERNS SUCH AS INCIDENCE AND PREVALENCE RATES; AND FACILITATING THE REPORT OF DIAGNOSES TO INSURERS FOR REIMBURSEMENT AND TO PUBLIC HEALTH AUTHORITIES FOR CAUSES OF ILLNESS AND DEATH. DSM IS UPDATED ON AN ONGOING BASIS TO REFLECT THE LATEST ADVANCES IN PSYCHIATRY AND NEUROSCIENCE. DSM-5 IS EXPECTED TO ADDRESS MANY OF THE GAPS IN THE CURRENT DSM-IV AND PROVIDE SOME SIGNIFICANT REVISIONS TO BETTER SERVE THE NEEDS OF CLINICIANS AND PATIENTS. DSM-5 IS SCHEDULED FOR RELEASE IN MAY 2013. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVOCACY - THE APA STRIVES TO RAISE THE VOICE OF PSYCHIATRY THROUGH GOVERNMENT RELATIONS, INTERNAL AND EXTERNAL COMMUNICATIONS, AND ENSURING PATIENT ACCESS TO MENTAL HEALTH SERVICES. THE APA SUPPORTS PSYCHIATRISTS AND THEIR PATIENTS THROUGH PROMOTION OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008, AND BY ASSISTING IN THE IMPLEMENTATION OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT. REGARDING THE PARITY ACT, THE APA HAS OFFERED NUMEROUS COMMENTS ON THE LAW'S IMPLEMENTING REGULATIONS AND HAS ENGAGED IN PRIMARY COMPLIANCE AND ENFORCEMENT ACTIVITIES. SIMILAR ACTIVITIES WILL BE REQUIRED IN LIGHT OF THE EXTENSION OF THE PARITY ACT'S REQUIREMENTS REGARDING SPECIFIC HEALTH CARE PLANS UNDER THE PPACA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | 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 |
| 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 415 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 229 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 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 | THERESE SWETNAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7039077310 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD NO 1825 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN OLDHAM | ||||||||
| PRESIDENT | 25.00 | X | X | 99382 | 0 | 736 | ||
| DILIP JESTE | ||||||||
| PRESIDENT-ELECT | 20.00 | X | X | 35562 | 0 | 37 | ||
| ROGER PEELE | ||||||||
| SECRETARY | 15.00 | X | X | 0 | 0 | 1045 | ||
| DAVID FASSLER | ||||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | ||
| CAROL BERNSTEIN | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | X | X | 52843 | 0 | 0 | ||
| ALAN SCHATZBERG | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 27014 | |||
| NADA STOTLAND | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 52 | |||
| JOYCE SPURGEON | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| FREDERICK STODDARD | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JAMES NININGER | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| BRIAN CROWLEY | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JOHN WERNERT | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JAMES GREENE | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| MARC DAVID GRAFF | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| WILLIAM WOMACK | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| ANN MARIE SULLIVAN | ||||||||
| DIRECTOR | 20.00 | X | 38859 | 0 | 0 | |||
| R SCOTT BENSON | ||||||||
| DIRECTOR | 15.00 | X | 17598 | 0 | 0 | |||
| SARAH JOHNSON | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JAMES SCULLY | ||||||||
| MEDICAL DIRECTOR | 30.00 | X | 386887 | 0 | 277166 | |||
| THERESE SWETNAM | ||||||||
| CFO | 35.00 | X | 285325 | 0 | 17737 | |||
| DARREL REGIER | ||||||||
| DIR. OF RESEARCH | 40.00 | 305069 | 0 | 29092 | X | |||
| EUGENE D CASSEL | ||||||||
| EXECUTIVE DIRECTOR DGR | 40.00 | 247580 | 0 | 17433 | X | |||
| DEBORAH HALES | ||||||||
| DIRECTOR DIVISION OF EDUCATION | 40.00 | 242272 | 0 | 28732 | X | |||
| ANNELLE PRIMM | ||||||||
| DIRECTOR OMNA | 40.00 | 239903 | 0 | 23714 | X | |||
| ROSALIND KEITT | ||||||||
| CHIEF OF STAFF | 40.00 | 209579 | 0 | 20106 | X | |||
| WILLIAM NARROW | ||||||||
| ASSOCIATE DIRECTOR APIRE | 40.00 | 204746 | 0 | 25660 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2365605 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 468524 | TotalOtherCompensation |
| Number Individuals GT100 K | 38 | 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 |
|---|---|---|---|---|---|
| RR DONNELLEY | |||||
| PO BOX 13654 | NEWARK | NJ | 07188 | PRINTING SERVICES | 1157811 |
| PSAV NATIONAL OPERATIONS | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60673 | AUDIO/VISUAL DESIGN | 621850 |
| PHARMACEUTICAL MEDIA INC | |||||
| PO BOX 1332 | NEW YORK | NY | 10156 | MARKETING | 549477 |
| HILTON HAWAIIAN VILLAGE | |||||
| 2005 KALIA ROAD | HONOLULU | HI | 96815 | MEETINGS/CONVENTIONS | 521553 |
| HAWAII CONVENTION CENTER | |||||
| 1801 KALAKAUA AVENUE | HONOLULU | HI | 96815 | MEETINGS/CONVENTIONS | 488809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 43 | NumberOfContractorsGT100K |
| All Other Contributions | 624529 | AllOtherContributions |
| Total Contributions | 624529 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATIONS | 541800 | 12365364 | 6140057 | 6225307 |
| MEMBERSHIP DUES | 900004 | 9593516 | 9593516 | |
| ANNUAL MEETING | 561000 | 8241836 | 8241836 | |
| JOB BANK SALES | 900099 | 122443 | 122443 | |
| ENDURING MATERIALS | 900099 | 72278 | 72278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30395437 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 558001 | TotalRevenueColumn |
| Exclusion | $558,001 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3301660 | TotalRevenueColumn |
| Exclusion | $3,301,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3759970 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3213758 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 546212 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 546212 | TotalRevenueColumn |
| Exclusion | $546,212 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 8240715 | GrossSalesOfInventory |
| Cost Of Goods Sold | 681798 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7558917 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7558917 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| RECOV. PRIOR YR. TAXES | 900099 | 351715 | $351,715 |
| MISCELLANEOUS | 900099 | 121677 | $121,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 473392 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43458148 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31729047 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6225307 | UnrelatedBusinessRevenue |
| Exclusion | $4,879,265 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404051 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1574404 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14203557 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1151263 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360771 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1122881 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327458 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118953 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2002676 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40022 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2286097 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2632833 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1871151 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2647314 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1179115 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442946 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INCOME TAX EXPENSE | 83494 |
| PUBLICATIONS & PROMOT. | 2684651 |
| EQUIPMENT | 916573 |
| AWARDS & HONORARIUM | 478255 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547962 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38076427 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023706 | BOY |
| EOY | 6889606 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14738463 | BOY |
| EOY | 1440465 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78000 | BOY |
| EOY | 25000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4692034 | BOY |
| EOY | 4749854 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275721 | BOY |
| EOY | 1177178 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332546 | BOY |
| EOY | 646045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7072172 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4322301 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2919634 | BOY |
| EOY | 2749871 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15733651 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12086595 | BOY |
| EOY | 4818084 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6985000 | BOY |
| EOY | 6589500 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18032037 | BOY |
| EOY | 21889938 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64163736 | BOY |
| EOY | 66709192 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5093145 | BOY |
| EOY | 5557733 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13929686 | BOY |
| EOY | 12389298 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6167280 | BOY |
| EOY | 7313334 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25190111 | BOY |
| EOY | 25260365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37970531 | BOY |
| EOY | 40410524 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1003094 | BOY |
| EOY | 1038303 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38973625 | BOY |
| EOY | 41448827 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64163736 | BOY |
| EOY | 66709192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5381721 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2906519 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 9593516 | DuesAssessments |
| Non Ded Lobby Political Current | 829489 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -1327026 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | -497537 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1343092 | AggrAmtReportedInDuesNotices |
| Taxable | -$1,840,629 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 828664 | OtherCostOrOtherBasis |
| Depreciation | 394513 | Depreciation |
| Book Value | 434151 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1629664 | OtherCostOrOtherBasis |
| Depreciation | 1111738 | Depreciation |
| Book Value | 517926 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4613844 | OtherCostOrOtherBasis |
| Depreciation | 2816050 | Depreciation |
| Book Value | 1797794 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2749871 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUNDS | Description |
| Book Value | 4818084 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4818084 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DSM 5 DEVELOPMENTS COSTS | 18234060 |
| DUE FROM AFFILIATES | 3493799 |
| DEPOSITS | 162079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 21889938 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $1,601,480 |
| DUE TO AFFILIATE | $23,781 |
| DEFERRED EXECUTIVE COMPENSATION PLAN | $1,006,821 |
| ACCRUED PENSION LIABILITY | $4,681,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7313334 | TotalOfAmounts |
| Total Revenue | 43458148 | TotalRevenue |
| Total Expenses | 38076427 | TotalExpenses |
| Excess Or Deficit For Year | 5381721 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1764886 | NetUnrealizedGLOnInvestments |
| Other | -$1,141,633 | OtherAmount |
| Total Adjustments | -2906519 | TotalAdjustments |
| Excess Or Deficit Per FS | 2475202 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 42375060 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1764886 | NetUnrealizedGainsInvestments |
| Other Revenues | 681798 | OtherRevenues |
| Revenue Not Rptd F990 | -1083088 | RevenueNotRptdF990 |
| Revenue Subtotal | 43458148 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 43458148 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38758225 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 681798 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 681798 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38076427 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38076427 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | MINIMUM PENSION LIABILITY ADJUSTMENT -1,141,633. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED AS EXPENSE ON THE 681,798. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD INCLUDED AS EXPENSE ON THE 681,798. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConducted |
| Total Expenditures | 14500 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14500 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 14500 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Purpose Of Grant | RECRUITMENT/RETENTION | PurposeOfGrant |
| Amount Of Cash Grant | 14500 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY THE RESPONSIBLE PROGRAM MANAGER. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN PSYCHIATRIC FOUNDATION | |||||||
| 1000 WILSON BLVD STE 1825 | ARLINGTON | VA | 22209 | 130433740 | 501(C)(3) | 7000 | FELLOWSHIP |
| PSYCHIATRIC SOCIETY OF DELAWARE | |||||||
| 900 PRIDES CROSSING | NEWARK | DE | 19713 | 510674108 | 501(C)(6) | 6000 | LEADERSHIP GRANT |
| MARYLAND PSYCHIATRIC SOCIETY INC | |||||||
| 1101 ST PAUL ST STE 305 | BALTIMORE | MD | 21202 | 520888193 | 501(C)(6) | 8000 | LEADERSHIP GRANT |
| MINNESOTA PSYCHIATRIC SOCIETY | |||||||
| 4707 HIGHWAY 61 STE 232 | SAINT PAUL | MN | 55110 | 411111501 | 501(C)(6) | 10000 | LEADERSHIP GRANT |
| NEW JERSEY PSYCHIATRIC ASSOCIATION | |||||||
| PO BOX 428 | BEDMINSTER | NJ | 07921 | 210736620 | 501(C)(6) | 7000 | LEADERSHIP GRANT |
| QUEENS COUNTY PSYCHIATRIC SOCIETY | |||||||
| 7 ROMARY COUNT | GLEN ROCK | NJ | 07452 | 132940108 | 501(C)(6) | 6000 | LEADERSHIP GRANT |
| SOUTH CAROLINA PSYCHIATRIC ASSOCIATION | |||||||
| PO BOX 11188 | COLUMBIA | SC | 29211 | 570723983 | 501(C)(6) | 8000 | LEADERSHIP GRANT |
| SOUTHERN CALIFORNIA PSYCHIATRIC SOCIETY | |||||||
| 2999 OVERLAND AVE STE 208 | LOS ANGELES | CA | 90064 | 952083669 | 501(C)(6) | 7500 | LEADERSHIP GRANT |
| MAINE ASSOCIATION OF PSYCHIATRIC PHYSICIANS | |||||||
| PO BOX 190 | MANCHESTER | ME | 04351 | 222711744 | 501(C)(6) | 7500 | LEADERSHIP GRANT |
| WYOMING ASSOCIATION OF PSYCHIATRIC PHYSICIANS | |||||||
| PO BOX 4009 | CHEYENNE | WY | 82003 | 830278384 | 501(C)(6) | 8000 | INFRASTRUCTURE GRANT |
| NEW YORK STATE PSYCHIATRIC ASSOCIATION | |||||||
| 400 GARDEN CITY PLAZA STE 202 | GARDEN CITY | NY | 11530 | 132999702 | 501(C)(6) | 31000 | LEADERSHIP GRANT |
| CALIFORNIA PSYCHIATRIC ASSOCIATION - AREA 6 | |||||||
| 1029 K ST STE 28 | SACREMENTO | CA | 95814 | 237290022 | 501(C)(6) | 16000 | LEADERSHIP GRANT |
| SAN DIEGO PSYCHIATRIC SOCIETY | |||||||
| 5575 RUFFIN RD STE 250 | SAN DIEGO | CA | 92123 | 953028448 | 501(C)(6) | 7500 | LEADERSHIP GRANT |
| VERMONT PSYCHIATRIC ASSOCIATION | |||||||
| PO BOX 1457 | MONTPELIER | VT | 05602 | 237135812 | 501(C)(6) | 6000 | INFRASTRUCTURE GRANT |
| MONTANA PSYCHIATRIC ASSOCIATION | |||||||
| 698 POWELL VISTA DR | ANACONDA | MT | 59711 | 810398588 | 501(C)(6) | 9000 | CALF GRANT/LEADERSHIP GRANT |
| GEORGIA PSYCHIATRIC PHYSICIANS ASSOCIATION | |||||||
| 2711 IRVIN WAY STE 111 | DECATUR | GA | 30030 | 582198322 | 501(C)(6) | 6000 | LEADERSHIP GRANT |
| HAWAII PSYCHIATRIC MEDICAL ASSOCIATION | |||||||
| 490 PAUMAKUA WAY | KAILUA | HI | 96734 | 996015793 | 501(C)(6) | 35000 | CALF GRANT |
| ILLINOIS PSYCHIATRIC SOCIETY | |||||||
| 20 NORTH MICHIGAN AVE STE 700 | CHICAGO | IL | 60602 | 362526396 | 501(C)(6) | 7500 | LEADERSHIP GRANT |
| IOWA PSYCHIATRIC SOCIETY | |||||||
| 2643 BEAVER AVE | DES MOINES | IA | 50310 | 421195202 | 501(C)(6) | 8600 | CALF GRANT/LEADERSHIP GRANT |
| NORTH CAROLINA PSYCHIATRIC ASSOCIATION | |||||||
| 4917 WATER EDGE STE 250 | RALEIGH | NC | 27606 | 561196167 | 501(C)(6) | 8000 | LEADERSHIP GRANT |
| MASSACHUSETTS PSYCHIATRIC SOCIETY | |||||||
| 40 WASHINGTON ST STE 201 | WELLESLEY | MA | 02481 | 042383343 | 501(C)(6) | 8000 | LEADERSHIP GRANT |
| WASHINGTON PSYCHIATRIC SOCIETY | |||||||
| 650 RICHIE HIGHWAY STE 271 | SEVERNA PARK | MD | 21146 | 237001446 | 501(C)(6) | 8000 | LEADERSHIP GRANT |
| WISCONSIN PSYCHIATRIC ASSOCIATION | |||||||
| 563 CARTER CT STE B | KIMBERLY | WI | 54136 | 237344660 | 501(C)(6) | 18500 | CALF GRANT |
| AMERICAN MEDICAL ASSOCIATION | |||||||
| 515 N STATE ST 13TH FL | CHICAGO | IL | 60610 | 360727175 | 501(C)(6) | 25000 | CALF GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 23 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY THE RESPONSIBLE PROGRAM MANAGER. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES SCULLY | |||||||||||||
| 386887 | 0 | 0 | 0 | 0 | 0 | 260861 | 0 | 16305 | 0 | 664053 | 0 | 0 | 0 |
| THERESE SWETNAM | |||||||||||||
| 278173 | 0 | 9000 | 0 | -1848 | 0 | 17150 | 0 | 587 | 0 | 303062 | 0 | 0 | 0 |
| DARREL REGIER | |||||||||||||
| 295628 | 0 | 9441 | 0 | 0 | 0 | 17015 | 0 | 12077 | 0 | 334161 | 0 | 0 | 0 |
| EUGENE D CASSEL | |||||||||||||
| 239322 | 0 | 8258 | 0 | 0 | 0 | 16846 | 0 | 587 | 0 | 265013 | 0 | 0 | 0 |
| DEBORAH HALES | |||||||||||||
| 238772 | 0 | 3500 | 0 | 0 | 0 | 16892 | 0 | 11840 | 0 | 271004 | 0 | 0 | 0 |
| ANNELLE PRIMM | |||||||||||||
| 231608 | 0 | 8295 | 0 | 0 | 0 | 11637 | 0 | 12077 | 0 | 263617 | 0 | 0 | 0 |
| ROSALIND KEITT | |||||||||||||
| 202059 | 0 | 7520 | 0 | 0 | 0 | 14232 | 0 | 5874 | 0 | 229685 | 0 | 0 | 0 |
| WILLIAM NARROW | |||||||||||||
| 199230 | 0 | 5516 | 0 | 0 | 0 | 13583 | 0 | 12077 | 0 | 230406 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED TO ADD MINORITY / UNREPRESENTED POPULATION TRUSTEE AS A VOTING MEMBER OF THE BOARD. THE VOTING POSITION OF VICE-PRESIDENT WAS ELIMINATED AS OF MAY 2011. | |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERSHIP INCLUDE: MEDICAL STUDENTS, MEMBERS-IN-TRAINING, ASSOCIATE MEMBERS, GENERAL MEMBERS, FELLOWS, DISTINGUISHED LIFE MEMBERS, HONORARY MEMBERS, LIFE STATUS AND INTERNATIONAL STATUS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOLLOWING CLASSES OF MEMBERS MAY PARTICIPATE IN THE ELECTION OF BOARD MEMBERS: MEMBERS-IN-TRAINING, GENERAL MEMBERS, FELLOWS, DISTINGUISHED LIFE MEMBERS, HONORARY MEMBERS AND LIFE STATUS MEMBERS. ALL OTHER MEMBERSHIP LEVELS ARE NON-VOTING. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ASSEMBLY MUST VOTE TO APPROVE POSITION STATEMENTS AND BYLAWS BEFORE A FINAL VOTE BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. A FINAL COPY OF THE 990 WAS SENT TO THE BOARD OF DIRECTORS BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS AND AFFILIATIONS UPON APPOINTMENT AND THEN ANNUALLY OR AT ANY TIME THERE IS A CHANGE TO THEIR DISCLOSURE. ORAL DISCLOSURE OF INTERESTS AND AFFILIATIONS IS REQUIRED AT THE BEGINNING OF EACH MEETING. IF A POTENTIAL CONFLICT ARISES, THE CONFLICT OF INTEREST COMMITTEE REVIEWS AND REPORTS TO THE BOARD OF TRUSTEES WITH RECOMMENDED ACTION. STAFF MEMBERS ARE ALSO REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | ALL STAFF ARE SUBJECT TO A MARKET BASED COMPENSATION SYSTEM. A COMPREHENSIVE REVIEW WAS PERFORMED BY AN INDEPENDENT CONSULTANT TO ESTABLISH GRADES AND RANGES FOR ALL COMPENSATED STAFF POSITIONS. WITHIN THE DEFINED RANGES, APPROPRIATE ANNUAL INCREASES ARE MEASURED AGAINST THE LOCAL MARKET AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THE BOARD LAST REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION IN AUGUST 2011. THE BOARD ANNUALLY REVIEWS HIS PERFORMANCE, WHICH HAPPENS EVERY JUNE. THE EXECUTIVE DIRECTOR SETS COMPENSATION FOR ALL OTHER EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,764,886. MINIMUM PENSION LIABILITY ADJUSTMENT -1,141,633. TOTAL TO FORM 990, PART XI, LINE 5: -2,906,519. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII, SECTION A - HOURS SPENT ON RELATED ORGANIZATION, AMERICAN PSYCHIATRIC FOUNDATION: IN ADDITION TO THE HOURS SPENT ON APA: JAMES SCULLY, MEDICAL DIRECTOR, SPENDS 10 HOURS PER WEEK ON APF; AND THERESA SWETNAM, CFO, SPENDS 5 HOURS PER WEEK ON APF. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN PSYCHIATRIC FOUNDATION INC | ||||||||||
| 1000 WILSON BLVD STE 1825 | ARLINGTON | VA | 22209 | 130433740 | FINANCIAL SUPPORT TO PSYCHIATRY PROFESSION | DC | 501(C)(3) | 509(A)(1) | APA | 1 |
| AMERICAN PSYCHIATRIC POLITICAL ACTION COMMITTEE | ||||||||||
| 1000 WILSON BLVD STE 1825 | ARLINGTON | VA | 22209 | POLITICAL ACTION | DC | 527 | N/A | APA | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PSYCHIATRIC ASSOCIATION INSURANCE TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BLVD STE 1825 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526273713 | EIN |
| Primary Activity | GRANTOR ACTIVITY | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN PSYCHIATRIC FOUNDATION | ||
| B | 7000 | FMV |
| AMERICAN PSYCHIATRIC FOUNDATION | ||
| C | 25000 | FMV |
| AMERICAN PSYCHIATRIC FOUNDATION | ||
| L | 261447 | FMV |
| AMERICAN PSYCHIATRIC FOUNDATION | ||
| M | 461194 | FMV |
| AMERICAN PSYCHIATRIC FOUNDATION | ||
| N | 1702716 | FMV |