AMERICAN STATISTICAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN STATISTICAL ASSOCIATION (EIN 53-0204661)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-25
- IRS object ID
- 201211169349300601
- 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 A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-25T07:24:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | 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 | 530204661 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN STATISTICAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7036841221 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 NORTH WASHINGTON STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141943 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN PORZIO | Name |
| Title | ASSOCIATE EXECUTIVE DIRECTOR | Title |
| Phone | 7036841221 | Phone |
| Date Signed | 2012-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YONG ZHANG CPA | Name |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | 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 | STEPHEN PORZIO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 NORTH WASHINGTON STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141943 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12998331 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AMSTAT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1841 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE EXCELLENCE IN THE APPLICATION OF STATISTICAL SCIENCE ACROSS THE WEALTH OF HUMAN ENDEAVOR. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 850 | TotalNbrVolunteers |
| Total Gross UBI | 1033363 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 355549 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 693776 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 750724 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7565925 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7512134 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 286264 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38230 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 145493 | OtherRevenuePriorYear |
| Other Revenue Current Year | 198913 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8691458 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8500001 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 374196 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 421800 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3745246 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3827585 | 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 | 4487515 | OtherExpensePriorYear |
| Other Expenses Current Year | 4352781 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8606957 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8602166 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 84501 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -102165 | RevenuesLessExpensesCY |
| Total Assets BOY | 20402943 | TotalAssetsBOY |
| Total Assets EOY | 20556732 | TotalAssetsEOY |
| Total Liabilities BOY | 9646814 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10111725 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10756129 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10445007 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ASA MISSION IS TO PROMOTE EXCELLENCE IN THE APPLICATION OF STATISTICAL SCIENCE ACROSS THE WEALTH OF HUMAN ENDEAVOR. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1698411 | Expense |
| Revenue | 2146014 | Revenue |
| Description | MEETINGS PROGRAM CONSIST OF VARIOUS WORKSHOPS AND MEETINGS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN STATISTICAL THEORY AND APLLICATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1493451 | Expense |
| Revenue | 2580992 | Revenue |
| Description | PUBLICATIONS: PRODUCES VARIOUS PUBLICATIONS AND MAGAZINES. THESE PUBLICATIONS REPRESENT THE ASSOCIATION'S COMMITMENT TO THE ONGOING ENHANCEMENT OF STATISTICAL EDUCATION AND THE PUBLIC'S UNDERSTANDING OF STATISTICS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1306218 | Expense |
| Revenue | 29889 | Revenue |
| Description | REPRESENT VARIOUS PROJECTS UNDERTAKEN TO FURTHER STATISTICS AMONG THE PUBLIC. THIS INCLUDES EXPENSES FOR VARIOUS AWARDS PRESENTED, WHICH INCREASE THE VISIBILITY OF STATISTICS AND ITS METHODS WITH THE GENERAL PUBLIC. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 808518 | 1927975 | MEMBERSHIP SERVICES: PROGRAMS RELATED TO MEMBER SERVICE MAINTENANCE. | |
| 771066 | 341633 | EDUCATION PROGRAM CONSISTS OF A WIDE RANGE OF CONTINUING EDUCATIONAL OPPORTUNITIES WHICH REPRESENT A FORUM FOR EMERGING STATISTICS RESEARCH. THESE PROGRAMS INCLUDE WORKSHOPS, LECTURES, AND EXPENSES RELATED TO THE PRODUCTION AND SALE OF EDUCATIONAL MATERIALS. | |
| 662126 | 485631 | SECTION PROGRAM: REPRESENTS THE ASSOCIATION'S ORGANIZATION IN GROUPS BY PROFESSIONAL SUBJECT MATTER. THESE SECTIONS FACILITATE PROFESSIONAL INTERCHANGES AND RESEARCH OPPORTUNITIES IN STATISTICS. | |
| 609734 | GRANTS AND AWARDS: REPRESENT EXPENSES RELATED TO PROVIDING ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE STATISTICAL EDUCATION, THROUGH THE SUPPORT OF FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES. | 421800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2851444 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 421800 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2755239 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7349524 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 1 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 120 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 38 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN PORZIO | NamePerson |
| Telephone Number | 7036841221 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 N WASHINGTON ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY L GELLER | ||||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| ROBERT N RODRIGUEZ | ||||||||
| PRESIDENT-ELECT | 5.00 | X | X | 0 | 0 | 0 | ||
| SASTRY G PANTULA | ||||||||
| PAST PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| CHRISTY CHUANG-STEIN | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| RODERICK JOSEPH LITTLE | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| MARY H MULRY | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| J KEITH ORD | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| BONNIE LAFLEUR | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| DAVID A MARKER | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| THOMAS H SHORT | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| A JOHN BAILER | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| JERI METZGER MULROW | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| JESSICA M UTTS | ||||||||
| REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| RAYMOND L CHAMBERS | ||||||||
| INT'L REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| KAREN KAFADAR | ||||||||
| PUBLICATION REPRESENTATIVE | 5.00 | X | 0 | 0 | 0 | |||
| RONALD L WASSERSTEIN | ||||||||
| EXE DIR/SECRETARY | 40.00 | X | X | 262021 | 0 | 41972 | ||
| STEPHEN PORZIO | ||||||||
| ASSOC EXE DIR | 40.00 | 199155 | 0 | 37187 | X | |||
| MARTHA ALIAGA | ||||||||
| DIR OF EDUCATION | 40.00 | 173830 | 0 | 31160 | X | |||
| STEPHEN PIERSON | ||||||||
| DIR OF SCIENCE POLICY | 40.00 | 140848 | 0 | 31761 | X | |||
| TIM GILL | ||||||||
| DIR OF IT | 40.00 | 121249 | 0 | 30185 | X | |||
| KEITH CRANK | ||||||||
| RSRCH/GRADUATE EDU. MGR | 40.00 | 108950 | 0 | 18561 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1006053 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 190826 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| PRG DENVER | |||||||||
| PO BOX 731516 | DALLAS | TX | 753731516 | CONVENTION SERVICE | 376395 | ||||
| SHERIDAN PRESS | |||||||||
| PO BOX 414784 | BOSTON | MA | 022414787 | PUBLICATION SERVICE | 199868 | ||||
| JOHN WILEY & SONS LIMITED | |||||||||
| PUBLICATION SERVICE | 174514 | THE ATRIUM SOUTHERN GATE CHICHEST | WEST SUSSEX | UK | PO19 8SQ | ||||
| LOEWS MIAMI BEACH HOTEL | |||||||||
| 1601 COLLINS AVE | MIAMI | FL | 33139 | CONVENTION SERVICE | 166822 | ||||
| LANE PRESS | |||||||||
| PO BOX 130 | BURLINGTON | VT | 05402 | PUBLICATION SERVICE | 156722 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 578333 | GovernmentGrants |
| All Other Contributions | 172391 | AllOtherContributions |
| Total Contributions | 750724 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PUBLICATIONS | 541800 | 2580992 | 1547629 | 1033363 |
| MEETINGS & CONFERENCE | 611430 | 2146014 | 2146014 | |
| MEMBERSHIP DUES | 900099 | 1927975 | 1927975 | |
| SECTION INCOME | 900099 | 485631 | 485631 | |
| EDUCATION | 900099 | 341633 | 341633 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29889 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29889 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7512134 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 257402 | TotalRevenueColumn |
| Exclusion | $257,402 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127815 | TotalRevenueColumn |
| Exclusion | $127,815 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4279158 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4498330 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -219172 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -219172 | TotalRevenueColumn |
| Exclusion | -$219,172 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER REVENUE | 900099 | 59413 | $59,413 |
| MAILING LIST RENTAL | 900099 | 11685 | $11,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71098 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8500001 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6478771 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1033363 | UnrelatedBusinessRevenue |
| Exclusion | $237,143 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321600 | Total |
| Program Services | 321600 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100200 | Total |
| Program Services | 100200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540336 | Total |
| Program Services | 425945 | ProgramServices |
| Management And General | 114391 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2480675 | Total |
| Program Services | 1951337 | ProgramServices |
| Management And General | 529338 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217983 | Total |
| Program Services | 185225 | ProgramServices |
| Management And General | 32758 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385683 | Total |
| Program Services | 286931 | ProgramServices |
| Management And General | 98752 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202908 | Total |
| Program Services | 160914 | ProgramServices |
| Management And General | 41994 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31090 | Total |
| Program Services | 7600 | ProgramServices |
| Management And General | 23490 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38700 | Total |
| Program Services | 4000 | ProgramServices |
| Management And General | 34700 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838 | Total |
| Program Services | 838 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276495 | Total |
| Program Services | 276211 | ProgramServices |
| Management And General | 284 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 708126 | Total |
| Program Services | 650883 | ProgramServices |
| Management And General | 57243 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95091 | Total |
| Program Services | 56990 | ProgramServices |
| Management And General | 38101 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711717 | Total |
| Program Services | 632287 | ProgramServices |
| Management And General | 79430 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456296 | Total |
| Program Services | 454541 | ProgramServices |
| Management And General | 1755 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281552 | Total |
| Program Services | 221316 | ProgramServices |
| Management And General | 60236 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338883 | Total |
| Program Services | 266304 | ProgramServices |
| Management And General | 72579 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64279 | Total |
| Program Services | 26437 | ProgramServices |
| Management And General | 37842 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRINTING & PUBLICATIONS | 548661 | 548589 | 72 |
| EQUIP RENT/MAINTENANCE | 472691 | 468499 | 4192 |
| UBIT TAXES | 230368 | 206688 | 23680 |
| DUES/SUBSCRIPTIONS | 83458 | 81653 | 1805 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14536 | Total |
| Program Services | 14536 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8602166 | Total |
| Program Services | 7349524 | ProgramServices |
| Management And General | 1252642 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700 | BOY |
| EOY | 700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1131617 | BOY |
| EOY | 385108 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198108 | BOY |
| EOY | 109968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211948 | BOY |
| EOY | 191746 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211322 | BOY |
| EOY | 230897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10433833 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2183238 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8572650 | BOY |
| EOY | 8250595 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9894258 | BOY |
| EOY | 11244095 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182340 | BOY |
| EOY | 143623 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20402943 | BOY |
| EOY | 20556732 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713520 | BOY |
| EOY | 506963 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2561647 | BOY |
| EOY | 3054140 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5700000 | BOY |
| EOY | 5500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671647 | BOY |
| EOY | 1050622 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9646814 | BOY |
| EOY | 10111725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9832009 | BOY |
| EOY | 9509682 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435864 | BOY |
| EOY | 413069 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488256 | BOY |
| EOY | 522256 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10756129 | BOY |
| EOY | 10445007 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20402943 | BOY |
| EOY | 20556732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -102165 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -208957 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 835830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 552367 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 480415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 693776 | CurrentTaxYearMinus1Year |
| Current Tax Year | 750724 | CurrentTaxYear |
| Total | 3313112 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5619641 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5907112 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6453873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6477821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6478771 | CurrentTaxYear |
| Total | 30937218 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6455471 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6459479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6934288 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7171597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7229495 | CurrentTaxYear |
| Total | 34250330 | 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) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 34250330 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 415061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 403029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 485929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 319986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 385217 | CurrentTaxYear |
| Total | 2009222 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 415061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 403029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 485929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 319986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 385217 | CurrentTaxYear |
| Total | 2009222 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 514230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 472067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 340999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 378344 | CurrentTaxYear |
| Total | 2056639 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28923 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36759 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71098 | CurrentTaxYear |
| Total | 168512 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7400899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7350170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7790139 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7879341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8064154 | CurrentTaxYear |
| Total | 38484703 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05580 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $100 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $7,381 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 7481 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 488256 | BeginningOfYearBalance |
| Contributions | 34000 | Contributions |
| End Of Year Balance | 522256 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 488256 | BeginningOfYearBalance |
| End Of Year Balance | 488256 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 488256 | BeginningOfYearBalance |
| End Of Year Balance | 488256 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 488256 | BeginningOfYearBalance |
| End Of Year Balance | 488256 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1286000 | OtherCostOrOtherBasis |
| Book Value | 1286000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8514420 | OtherCostOrOtherBasis |
| Depreciation | 1578626 | Depreciation |
| Book Value | 6935794 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128230 | OtherCostOrOtherBasis |
| Depreciation | 122843 | Depreciation |
| Book Value | 5387 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 505183 | OtherCostOrOtherBasis |
| Depreciation | 481769 | Depreciation |
| Book Value | 23414 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8250595 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY MUTUAL FUNDS | 6583131 | F |
| FIXED INCOME MUTUAL FUNDS | 4375068 | F |
| MONEY MARKET | 73874 | C |
| EQUITY IN JOINT VENTURES | 212022 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11244095 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO JOINT VENTURES | $430,014 |
| INTEREST RATE SWAP CONTRACT | $620,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1050622 | TotalOfAmounts |
| Total Revenue | 8500001 | TotalRevenue |
| Total Expenses | 8602166 | TotalExpenses |
| Excess Or Deficit For Year | -102165 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -161799 | NetUnrealizedGLOnInvestments |
| Other | -$47,158 | OtherAmount |
| Total Adjustments | -208957 | TotalAdjustments |
| Excess Or Deficit Per FS | -311122 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8291044 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -161799 | NetUnrealizedGainsInvestments |
| Other Revenues | -47158 | OtherRevenues |
| Revenue Not Rptd F990 | -208957 | RevenueNotRptdF990 |
| Revenue Subtotal | 8500001 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8500001 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8602166 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8602166 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8602166 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | FOR VARIOUS AWARDS, LECTURE SERIES, AND SCHOLARSHIPS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HOWEVER, THE ASSOCIATION IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE AND THE STATE OF VIRGINIA, AS WELL AS PAY CERTAIN OTHER TAXES TO LOCAL JURISDICTIONS. THE ASSOCIATION INCURRED APPROXIMATELY $152,500 IN INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME RELATED TO THE NET INCOME EARNED ON ADVERTISING SALES FOR THE YEAR ENDED DECEMBER 31, 2011. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE. THE ASSOCIATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAP -47,158. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INTEREST RATE SWAP -47,158. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND | |||||||
| RM 4101 CHESAPEAKE BLDG | COLLEGE PARK | MD | 207423141 | 526002033 | 501(C)(3) | 43263 | GENERAL SUPPORT |
| GEORGETOWN UNIVERSITY | |||||||
| PO BOX 571164 | WASHINGTON | DC | 20057 | 530196603 | 501(C)(3) | 16157 | GENERAL SUPPORT |
| THE UNIVERSITY AT ALBANY | |||||||
| 257 FULLER RD | ALBANY | NY | 12203 | 141503972 | 501(C)(3) | 76400 | GENERAL SUPPORT |
| UNIV OF MISSOURI - ST LOUIS AR | |||||||
| PO BOX 808008 | KANSAS CITY | MO | 64180 | 436003859 | 501(C)(3) | 14113 | GENERAL SUPPORT |
| MATHEMATICAL ASSOC OF AMERICA | |||||||
| PO BOX 90973 | WASHINGTON | DC | 20077 | 160743079 | 501(C)(3) | 7000 | SPONSORSHIP |
| URBAN INSTITUTE | |||||||
| DEPARTMENT 950 | WASHINGTON | DC | 20042 | 520880375 | 501(C)(3) | 27517 | GENERAL SUPPORT |
| UNIVERSITY OF GEORGIA | |||||||
| TERRELL HALL | ATHENS | GA | 30602 | 586001998 | 501(C)(3) | 67491 | GENERAL SUPPORT |
| VANDERBILT UNIVERSITY | |||||||
| 2101 WEST END AVENUE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | 28291 | GENERAL SUPPORT |
| STATE OF ILLINOIS CRIMINAL JUSTICE | |||||||
| ILLINOIS CRIMINAL JUSTICE CENTER | CHICAGO | IL | 60606 | 363956180 | 501(C)(3) | 17897 | GENERAL SUPPORT |
| MICHIGAN STATE UNIVERSITY | |||||||
| 150 ADMINISTRATIVE BUILDING | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | 17127 | GENERAL SUPPORT |
| OKLAHOMA STATE BUREAU OF INVESTIGATION | |||||||
| 6600 NORTH HARVEY | OKLAHOMA CITY | OK | 73116 | 736017987 | 501(C)(3) | 6344 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESEARCHER'S GENL SUPPORT | TypeOfGrant |
| Number Of Recipients | 3 | NumberOfRecipients |
| Amount Of Cash Grant | 100200 | AmountOfCashGrant |
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: EACH INVOICE IS APPROVED AND SIGNED BY A GRANTS MANAGER BEFORE IT IS PAID TO BE SURE THAT ALL EXPENSES ARE LEGITIMATE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD L WASSERSTEIN | |||||||||||||
| 252042 | 0 | 9979 | 0 | 0 | 0 | 22754 | 0 | 19218 | 0 | 303993 | 0 | 0 | 0 |
| STEPHEN PORZIO | |||||||||||||
| 196155 | 0 | 3000 | 0 | 0 | 0 | 17763 | 0 | 19424 | 0 | 236342 | 0 | 0 | 0 |
| MARTHA ALIAGA | |||||||||||||
| 173830 | 0 | 0 | 0 | 0 | 0 | 24024 | 0 | 7136 | 0 | 204990 | 0 | 0 | 0 |
| STEPHEN PIERSON | |||||||||||||
| 138748 | 0 | 2100 | 0 | 0 | 0 | 12543 | 0 | 19218 | 0 | 172609 | 0 | 0 | 0 |
| TIM GILL | |||||||||||||
| 119249 | 0 | 2000 | 0 | 0 | 0 | 11053 | 0 | 19131 | 0 | 151433 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSDEVELAUTHORITY- CITY OF ALEXANDRIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 531381432 | IssuerEIN |
| CUSIP Number | 015305AB1 | CUSIPNumber |
| Date Issued | 2005-08-17 | DateIssued |
| Issue Price | 6500000 | IssuePrice |
| Description Of Purpose | BUILDING CONSTRUCTION PROJECT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1000000 | AmountRetired |
| Total Proceeds | 6500000 | TotalProceeds |
| Issuance Costs From Proceeds | 171265 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 9.750000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: FULL AND ORGANIZATIONAL. A FULL MEMBER IS AN INDIVIDUAL INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION OR AN INDIVIDUAL REPRESENTING AN ORGANIZATIONAL MEMBER. A FULL MEMBER ENJOYS ALL OF THE PRIVILEGES OF FULL MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BY-LAWS, INCLUDING VOTING FOR AND HOLDING OFFICE. AN ORGANIZATIONAL MEMBER IS AN INSTITUTION, CORPORATION, OR OTHER ORGANIZATION INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL FULL MEMBERS CAN VOTE FOR MEMBERS OF THE BOARD AND ON AMENDMENTS TO THE ASA CONSTITUTION AND BY-LAWS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE BY-LAWS AND CONSTITUTION REQUIRE A VOTE OF THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FINAL RETURN WILL BE DISTRIBUTED TO THE BOARD ELECTRONICALLY. STAFF ARE AVAILABLE TO ANSWER QUESTIONS SHOULD THEY ARISE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM EACH YEAR. THE POLICY/FORM ASKS THEM TO DISCLOSE POTENTIAL CONFLICTS. IF ANY ARE NOTED THROUGH THIS PROCESS, OR BY OTHER MEANS, APPROPRIATE ACTION IS TAKEN. BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS ON THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MANAGEMENT REVIEW COMMITTEE EVALUATES AND ASSESSES BOTH THE PERFORMANCE AND THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING THE JUNE MEETING OF THE BOARD OF DIRECTORS. A WRITTEN EVALUATION IS GIVEN TO THE EXECUTIVE DIRECTOR AND A SEPARATE, CONFIDENTIAL REPORT IS GIVEN TO THE BOARD OF DIRECTORS. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THE CURRENT EXECUTIVE DIRECTOR'S CONTRACT YEAR BEGINS ON AUGUST 15TH. 1. ANNUALLY THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION OF THE EXECUTIVE DIRECTOR. 2. THE COMMITTEE IS COMPOSED OF THE PRESIDENT, WHO ACTS AS CHAIR, THE PRESIDENT-ELECT AND THE PAST PRESIDENT OF THE AMERICAN STATISTICAL ASSOCIATION (ASA). 3. EACH MEMBER OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS HAS READ AND SIGNED A CONFLICT OF INTEREST AGREEMENT WITH THE ASA. 4. PRIOR TO APPROVING THE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR, SOURCES OF DATA THAT ARE AVAILABLE AT THE TIME ARE USED TO DETERMINE COMPARABLE, REASONABLE COMPENSATION. THOSE SOURCES OF DATA MAY INCLUDE: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC AREA NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT 5. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THEY APPROVE IN ADVANCE THE COMPENSATION ARRANGEMENT OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR. 6. AS THE COMMITTEE MAKES EACH DETERMINATION, IT DOCUMENTS THE BASIS FOR EACH DECISION. DOCUMENTATION OF THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION. MEMBERS OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS PRESENT AND VOTING. COPIES OF THE CONFLICT OF INTEREST AGREEMENT SIGNED BY THE MEMBERS OF THE COMMITTEE. COPIES OF THE EXECUTIVE DIRECTOR'S: -CONTRACT -POSITION DESCRIPTION -PERFORMANCE EVALUATION (PRIOR YEAR AND CURRENT) COPIES OF THE COMPARABILITY DATA USED SUCH AS: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT CHANGES MADE TO THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, AND COMPENSATION INCLUDING THE BASIS FOR THE CHANGES. THE DATE THESE CHANGES WERE APPROVED BY THE COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON OUR WEBSITE. THE OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY: AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS: PUBLISHED IN OUR MEMBERS NEWS LETTER AND POSTED ON OUR WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -161,799. UNREALIZED LOSS ON INTEREST RATE SWAP -47,158. TOTAL TO FORM 990, PART XI, LINE 5: -208,957. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
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