INTERNATIONAL SANITARY SUPPLY ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SANITARY SUPPLY ASSOCIATION (EIN 36-2027076)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-04-13
- IRS object ID
- 201211049349300446
- Schema version
- 2010v3.4
- 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 | 2012-04-13T17:25:25-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN KALLICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362027076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SANITARY SUPPLY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 8002254772 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7373 NORTH LINCOLN AVE | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P GARFINKEL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8002254772 | Phone |
| Date Signed | 2012-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| Phone | 3122071040 | Phone |
| Date Prepared | 2012-04-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN P GARFINKEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7373 NORTH LINCOLN AVE | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19395650 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ISSA.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE A RESPONSIVE INDUSTRY IN THE MANUFACTURING & DISTRIBUTION OF CLEANING & MAINTENANCE PRODUCTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 33 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 280623 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -126875 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11196861 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11850024 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 442889 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1011349 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11639750 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12861373 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3541248 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3756260 | 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 | 7225837 | OtherExpensePriorYear |
| Other Expenses Current Year | 7577921 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10767085 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11334181 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 872665 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1527192 | RevenuesLessExpensesCY |
| Total Assets BOY | 18616486 | TotalAssetsBOY |
| Total Assets EOY | 19526239 | TotalAssetsEOY |
| Total Liabilities BOY | 2805670 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2979159 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15810816 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16547080 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ACHIEVE OUR VISION WE MUST: FACILITATE ONGOING NETWORKING, COMMUNICATIONS, AND COMMERCIAL OPPORTUNITIES FOR THE MEMBERS. PROVIDE MEMBERS WITH THE HIGHEST QUALITY, INDUSTRY SPECIFIC , RELEVANT INFORMATION. BE THE MOST WIDELY ACCEPTED RESOURCE FOR KNOWLEDGE AND STANDARDS REGARDING PROFESSIONAL BUSINESS PRACTICES AND MAKING THE CONNECTION BETWEEN CLEANING AND HEALTH, AND TO HAVE THE GREATEST IMPACT ON ESTABLISHING A GLOBAL CLEANING COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ISSA INDUSTRY COMMUNICATION WITH MEMBERS - ISSA KEEPS MEMBERS INFORMED ON THE COMMERCIAL CLEANING INDUSTRY ON REGULATORY REQUIREMENTS AND WITH ADVICE ON ENVIRONMENTALLY PREFERABLE PRODUCTS AND PROCESSES, CLEANING FOR HUMAN HEALTH, LATEST INDUSTRY NEWS, CUSTOMER TRENDS, MANAGEMENT TIPS, LEGISLATIVE AND REGULATORY UPDATES AND OTHER VALUABLE INFORMATION THROUGH THE PREMIER WEBSITE FOR COMMERCIAL CLEANING, WWW.ISSA.COM, AND A VARIETY OF PRINT AND ONLINE PUBLICATIONS. THE ISSA GOAL IS TO CHANGE THE WAY THE WORLD VIEWS CLEANING SO THAT IT RECOGNIZES THE CONTRIBUTION OF CLEANING TO HUMAN HEALTH. THE ASSOCIATION RECOMMENDS AND PROVIDES GUIDANCE ON PROFESSIONAL PRACTICES WITHIN THE COMMERCIAL CLEANING INDUSTRY AND WORKS TOWARD CREATING GREATER AWARENESS AND RESPECT OF THE "FRONT LINE" COMMERCIAL CLEANING EMPLOYEES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPRODUCTIONS AND DISTRIBUTION OF EDUCATIONAL AND TRAINING PROGRAMS, REGIONAL EDUCATIONAL WORKSHOPS AND SEMINARS - ISSA DEVELOPS AN ARRAY OF EDUCATIONAL AND TRAINING PROGRAMS, AND RESOURCES TO HELP MEMBER COMPANIES AND THEIR EMPLOYEES WITH REGULATORY COMPLIANCE, ENVIRONMENTAL RECOMMENDATIONS AND TO HELP COMPANY MANAGEMENT AND EMPLOYEES WITH AWARENESS OF SAFETY AND BEST PRACTICES ON CLEANING FOR HEALTH, TO HELP MEMBER FIRMS DEVELOP THE MANAGEMENT, SALES, OPERATIONAL AND TECHNICAL EXPERTISE NECESSARY TO PROVIDE QUALITY SERVICE AND ACHIEVE THEIR BUSINESS GOALS. OFFERINGS INCLUDE REGIONAL EDUCATIONAL SEMINARS, SPECIALIZED WORKSHOPS, INDUSTRY DATA, TRAINING GUIDES, BUSINESS TOOLS, BOOKS AND VIDEOS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL MERCHANDISE AND EDUCATIONAL EXHIBITIONS - ISSA/INTERCLEAN AND ISSA EDUCATIONAL CONFERENCES ARE THE PREMIER EVENTS IN THE COMMERCIAL AND INSTITUTIONAL CLEANING INDUSTRY WITH THE PURPOSE OF CHANGING THE WAY THE WORLD VIEWS CLEANING WITH ITS CONNECTION TO BENEFIT HUMAN HEALTH. THE EVENTS PROVIDE MULTIPLE OPPORTUNITIES FOR THOSE IN THE INDUSTRY TO NETWORK AND SHARE IDEAS WITH ONE ANOTHER, THEIR SUPPLIERS, THEIR CUSTOMERS AND THE TOP EXPERTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 33 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P GARFINKEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8002254772 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7373 N LINCOLN AVE | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT JARDEN | ||||||||
| PRESIDENT | 5.00 | X | X | 1000 | 0 | 0 | ||
| JON SCOLES | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| DAVID HOLTZMAN | ||||||||
| INTERNATIONAL DIRECTOR | 5.00 | X | X | 0 | 0 | 0 | ||
| RICHARD RONES | ||||||||
| SECRETARY | 5.00 | X | X | 2700 | 0 | 0 | ||
| KEN VUYLSTEKE | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| MANON LAROSE | ||||||||
| DIRECTOR CANADA | 5.00 | X | 0 | 0 | 0 | |||
| JOHN BARRETT | ||||||||
| BSC DIRECTOR | 5.00 | X | 2550 | 0 | 0 | |||
| MICHAEL J TIGHE | ||||||||
| DISTRIBUTOR DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| JIM CHITTOM JR | ||||||||
| DISTRIBUTOR DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| LELAND FISHMAN | ||||||||
| DISTRIBUTOR DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| MARK BEVINGTON | ||||||||
| MANUFACTURER DIRECTOR | 5.00 | X | 2550 | 0 | 0 | |||
| WILLIAM D SLEEPER | ||||||||
| MANUFACTURER DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| MATTHEW SCHENK | ||||||||
| MANUFACTURER DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER J DEBOLT | ||||||||
| MANUFACTURER REPRESENTATIVE DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| NIELS YSBRANDY | ||||||||
| EUROPEAN BOARD CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| MAURICIO CHICO | ||||||||
| MEXICO BOARD CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| JOHN P GARFINKEL | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 480502 | 0 | 52061 | |||
| WILLIAM BALEK | ||||||||
| DIRECTOR ENVIRONMENT SERVICES | 40.00 | 172412 | 0 | 48022 | X | |||
| LEEANN NOWLING | ||||||||
| DIRECTOR OF CONVENTIONS & MEETINGS | 40.00 | 128838 | 0 | 22253 | X | |||
| KEITH BAKER | ||||||||
| DIRECTOR EURO SERVICES | 40.00 | 123134 | 0 | 0 | X | |||
| DIANNA STEINBACH | ||||||||
| DIRECTOR OF INDUSTRY OUTREACH | 40.00 | 117992 | 0 | 39702 | X | |||
| ANTHONY TROMBETTA | ||||||||
| DIRECTOR OF SALES | 40.00 | 115992 | 0 | 39173 | X | |||
| DANIEL WAGNER | ||||||||
| DIRECTOR FAC SVC PROVIDER | 40.00 | 113892 | 0 | 38677 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1261562 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 239888 | 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 |
|---|---|---|---|---|---|
| GLOBAL EXPERIENCE SPECIALISTS | |||||
| 7000 LINDELL ROAD | LAS VEGAS | NV | 89118 | CONVENTION EXHIBITION SERVICES | 293807 |
| COWS IN TREES | |||||
| 135 S LASALLE STREET SUITE 2910 | CHICAGO | IL | 60603 | MARKETING | 259124 |
| AMERICAN INST FOR CLEANING SCIENCES | |||||
| 2432 TERRARIDGE DR | HIGHLANDS RANCH | CO | 80126 | CERTIFICATION PROGRAMS | 190167 |
| WASHINGTON SPEAKERS BUREAU INC | |||||
| PO BOX 75021 | BALTIMORE | MD | 21275 | CONVENTION SPEAKERS SERVICES | 160235 |
| COMPUSYSTEMS INC | |||||
| 2805 S 25TH STREET | BROADVIEW | IL | 60155 | REGISTRATION SERVICE FOR CONVENTION | 148326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONVENTION PROGRAMS | 900099 | 8254454 | 7973831 | 280623 |
| MEMBERSHIP DUES | 900099 | 2334281 | 2334281 | |
| MEMBERSHIP SERVICES | 900099 | 913207 | 913207 | |
| EDUCATIONAL PRODUCTS | 900099 | 212213 | 212213 | |
| OTHER PROGRAM REVENUE | 900099 | 135869 | 135869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11850024 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450222 | TotalRevenueColumn |
| Exclusion | $450,222 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7095404 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6534277 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 561127 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 561127 | TotalRevenueColumn |
| Exclusion | $561,127 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12861373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11569401 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 280623 | UnrelatedBusinessRevenue |
| Exclusion | $1,011,349 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713209 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2201078 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287800 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344208 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209965 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35060 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23900 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62006 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251068 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1830971 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245794 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250464 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160547 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244998 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2760786 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200628 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39859 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PROGRAMS AND LITERATURE | 582143 |
| MEMBER SERVICE ADMIN | 274569 |
| BOARD OF DIRECTOR MEETI | 238460 |
| COST OF EDUCATIONAL PRO | 144522 |
| MISC EXPENSE | 117579 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114567 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11334181 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319074 | BOY |
| EOY | 782649 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351962 | BOY |
| EOY | 434713 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309247 | BOY |
| EOY | 273086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3495812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2217673 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007928 | BOY |
| EOY | 1278139 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15103838 | BOY |
| EOY | 16264553 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524237 | BOY |
| EOY | 492899 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18616486 | BOY |
| EOY | 19526239 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097481 | BOY |
| EOY | 1169066 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1708189 | BOY |
| EOY | 1810093 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2805670 | BOY |
| EOY | 2979159 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15810816 | BOY |
| EOY | 16547080 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15810816 | BOY |
| EOY | 16547080 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18616486 | BOY |
| EOY | 19526239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1527192 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -790928 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 2334281 | DuesAssessments |
| Non Ded Lobby Political Current | 54727 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 54727 | NonDedLobbyPoliticalTotal |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $54,727 | TaxableAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 200000 | OtherCostOrOtherBasis |
| Book Value | 200000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 764081 | OtherCostOrOtherBasis |
| Depreciation | 455333 | Depreciation |
| Book Value | 308748 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 691095 | OtherCostOrOtherBasis |
| Depreciation | 283377 | Depreciation |
| Book Value | 407718 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1840636 | OtherCostOrOtherBasis |
| Depreciation | 1478963 | Depreciation |
| Book Value | 361673 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1278139 | TotalOfBookValueLandBuildings |
| Total Revenue | 12861373 | TotalRevenue |
| Total Expenses | 11334181 | TotalExpenses |
| Excess Or Deficit For Year | 1527192 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -790928 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -790928 | TotalAdjustments |
| Excess Or Deficit Per FS | 736264 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12070445 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -790928 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -790928 | RevenueNotRptdF990 |
| Revenue Subtotal | 12861373 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12861373 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11334181 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11334181 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11334181 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2009. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 3 | MEMBER SERVICES | MEMBER RECRUITMENT & MEMBER SERVICES | 1115690 |
| NORTH AMERICA | 0 | 1 | MEMBER SERVICES | MEMBER RECRUITMENT & MEMBER SERVICES | 59444 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | MEMBER SERVICES | MEMBER RECRUITMENT & MEMBER SERVICES | 78036 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | MEMBER SERVICES | MEMBER RECRUITMENT & MEMBER SERVICES | 35314 |
| SUB-SAHARAN AFRICA | 0 | 0 | MEMBER SERVICES | MEMBER RECRUITMENT & MEMBER SERVICES | 24938 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | FOREIGN BANK ACCOUNT | 145000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 5 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 5 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1458422 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1458422 | TotalAmountSpent |
| 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN P GARFINKEL | |||||||||||||
| 291750 | 0 | 29000 | 0 | 159752 | 0 | 34392 | 0 | 17669 | 0 | 532563 | 0 | 143352 | 0 |
| WILLIAM BALEK | |||||||||||||
| 155912 | 0 | 13000 | 0 | 3500 | 0 | 22225 | 0 | 25797 | 0 | 220434 | 0 | 0 | 0 |
| LEEANN NOWLING | |||||||||||||
| 128838 | 0 | 0 | 0 | 0 | 0 | 13541 | 0 | 8712 | 0 | 151091 | 0 | 0 | 0 |
| DIANNA STEINBACH | |||||||||||||
| 102992 | 0 | 15000 | 0 | 0 | 0 | 13905 | 0 | 25797 | 0 | 157694 | 0 | 0 | 0 |
| ANTHONY TROMBETTA | |||||||||||||
| 100992 | 0 | 15000 | 0 | 0 | 0 | 13376 | 0 | 25797 | 0 | 155165 | 0 | 0 | 0 |
| DANIEL WAGNER | |||||||||||||
| 100892 | 0 | 13000 | 0 | 0 | 0 | 12880 | 0 | 25797 | 0 | 152569 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | SPOUSES ARE INVITED TO CERTAIN BOARD OF DIRECTOR MEETINGS IF THERE IS A BUSINESS PURPOSE. FOR SUCH MEETINGS, AIRFARE IS REIMBURSED AT THE LOWEST ECONOMY FARE AVAILABLE FOR THE BOARD MEMBER AND A SPOUSE OR COMPANION. |
| THERE WAS NO NONQUALIFED RETIREMENT PLAN IN PLACE DURING THE CURRENT FISCAL YEAR. THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WAS TERMINATED EFFECTIVE 12/31/09. JOHN P. GARFINKEL, EXECUTIVE DIRECTOR, WAS PAID IN FULL ON THE PLAN AND TAXABLE INCOME OF $143,352 WAS REPORTED ON HIS 2010 FORM W-2. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS ARE FROM THE SAME INDUSTRY AND AS SUCH OCCASIONALLY TRANSACT BUSINESS WITH EACH OTHER. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ENTIRE MEMBERSHIP, EXCEPT ASSOCIATES AND BRANCH MEMBERS, HAS THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY VOTE OF THE ENTIRE MEMBERSHIP, EXCEPT ASSOCIATES AND BRANCH MEMBERS OF THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. THE FORM 990 IS REVIEWED BY FINANCIAL STAFF, EXECUTIVE MANAGEMENT AND THE FINANCE COMMITTEE. ANY QUESTIONS OR CONCERNS ARE DISCUSSED WITH THE OUTSIDE ACCOUNTING FIRM PRIOR TO FILING. A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL VOTING BOARD MEMBERS AFTER THE FORM 990 HAS BEEN FILED WITH THE IRS. | |
| THE CONFLICT OF INTEREST POLICY IS SIGNED BY THE BOARD OF DIRECTORS. EMPLOYEES FOLLOW THE POLICIES OUTLINED IN THEIR EMPLOYEE HANDBOOKS. FAILURE TO COMPLY WITH THE POLICIES OUTLINED RESULTS IN DISMISSAL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPENSATION COMMITTEE IS COMPRISED OF FIVE BOARD OFFICERS WHICH REVIEW THE COMPENSATION OF THE EXECUTIVE MANAGEMENT AND COMPARE IT WITH THE ASAE COMPENSATION AND BENEFITS STUDY. THE COMMITTEE MEETS WITH THE EXECUTIVE DIRECTOR SEMI-ANNUALLY TO REVIEW PERFORMANCE AND COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES; THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -790,928. | FORM 990, PART XI, LINE 5: |
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