THE ENROLLMENT MANAGEMENT ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ENROLLMENT MANAGEMENT ASSOCIATION INC (EIN 06-6011774)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349303761
- 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 | 2012-05-14T13:25:17-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066011774 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECONDARY SCHOOL ADMISSION TEST BOARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SECO | NameControl |
| Phone | 6096834440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 862 ROUTE 518 | AddressLine1 |
| City | SKILLMAN | City |
| State | NJ | State |
| ZIP Code | 08558 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER HOERLE | Name |
| Title | PRESIDENT | Title |
| Phone | 6096834440 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| Phone | 2159720701 | Phone |
| 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 | HEATHER HOERLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 862 ROUTE 518 | AddressLine1 |
| City | SKILLMAN | City |
| State | NJ | State |
| ZIP Code | 08558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14395455 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SSAT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TESTING AND ADMISSION SERVICES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9175985 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10498076 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 426500 | InvestmentIncomePriorYear |
| Investment Income Current Year | 608433 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 65400 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10900 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9667885 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11117409 | 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 | 2875253 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3494037 | 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 | 6621986 | OtherExpensePriorYear |
| Other Expenses Current Year | 7331335 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9497239 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10825372 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 170646 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 292037 | RevenuesLessExpensesCY |
| Total Assets BOY | 12664556 | TotalAssetsBOY |
| Total Assets EOY | 13690242 | TotalAssetsEOY |
| Total Liabilities BOY | 930434 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1664083 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11734122 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12026159 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SECONDARY SCHOOL ADMISSION TEST BOARD ("SSATB") WAS BORN IN 1952 WHEN NINE INDEPENDENT SCHOOL ADMISSION OFFICERS CAME TOGETHER TO DISCUSS COMMON ISSUES AND CHALLENGES ATTENDANT TO INDEPENDENT SCHOOL ADMISSION. THE MISSION OF SSATB IS TO ADVANCE AND ADD VALUE TO THE PRIVATE SCHOOL ADMISSION PROCESS FOR SCHOOLS, STUDENTS, AND FAMILIES. SSATB FULFILLS ITS MISSION BY ALLOCATING RESOURCES TO SERVICES WHICH SUSTAIN AND SUPPORT THESE STAKEHOLDER GROUPS. FOR SCHOOLS, SSATB PROVIDES HIGH-QUALITY ADMISSION AND ASSESSMENT TOOLS AND RESOURCES, PROFESSIONAL TRAINING, INFORMATION, AND COLLEGIAL SUPPORT TO BOTH INEXPERIENCED AND EXPERIENCED MEMBERS - REGIONALLY, NATIONALLY AND INTERNATIONALLY. FOR STUDENTS AND THEIR FAMILIES, SSATB OFFERS EFFECTIVE TEST PREPARATION, GUIDANCE, AND APPLICATION RESOURCES THAT EASE THE ADMISSION PROCESS AND HELP STUDENTS MAKE THE BEST MATCH POSSIBLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5341994 | Expense |
| Revenue | 9169598 | Revenue |
| Description | TESTING ACTIVITIES - OPERATING OF NATIONAL TESTING SERVICE, TEST CENTER, MATERIALS, SCORING AND REPORTING SERVICES FOR CANDIDATES AND SCHOOLS.FOR SCHOOLS, SSATB PROVIDES HIGH-QUALITY ADMISSION AND ASSESSMENT TOOLS AND RESOURCES, PROFESSIONAL TRAINING, INFORMATION, AND COLLEGIAL SUPPORT TO BOTH INEXPERIENCED AND EXPERIENCED MEMBERS - REGIONALLY, NATIONALLY AND INTERNATIONALLY. FOR STUDENTS AND THEIR FAMILIES, SSATB OFFERS EFFECTIVE TEST PREPARATION, GUIDANCE, AND APPLICATION RESOURCES THAT EASE THE ADMISSION PROCESS AND HELP STUDENTS MAKE THE BEST MATCH POSSIBLE.THE SSATB WEB SITE FOR SCHOOLS IS A COMPREHENSIVE ONLINE RESOURCE. NEWS FEEDS, BLOGS, WEBINARS, AND A LIBRARY OF PROFESSIONAL RESOURCES KEEPS MEMBERS CURRENT ON THE WIDE BREADTH OF SSATB SERVICES AS WELL AS INDUSTRY NEWS AND PRACTICES. THE UNIQUE AND POWERFUL MEMBER ACCESS PAGE (MAP) PROVIDES EACH MEMBER SCHOOL WITH ITS OWN SECURE WEB PAGES, WHICH COMPILE INFORMATION ON STUDENT INQUIRIES, APPLICATIONS, AND TEST SCORES IN AN EASY-TO-ACCESS FORMAT. ADDITIONALLY, AN ADMISSION DASHBOARD PROVIDES SCHOOL-SPECIFIC DATA REPORTS RIPE FOR USE IN BOARD REPORTING. SSATB HELPS SCHOOLS FILL LATE OPENINGS BY FACILITATING A REFERRAL NETWORK AMONG INDEPENDENT DAY AND BOARDING SCHOOLS WITH ADMISSION OPENINGS.THE CORNERSTONE OF SSATB'S FAMILY SERVICES IS THE SSAT FEE WAIVER PROGRAM, AND EACH YEAR, THOUSANDS OF STUDENTS TAKE ADVANTAGE OF THE PROGRAM. COMMITTED TO INCREASING THE STUDENT DIVERSITY IN PRIVATE AND INDEPENDENT SCHOOLS, SSAT FEE WAIVERS ARE AVAILABLE TO ANY STUDENT WHOM OUR MEMBER SCHOOLS DETERMINE TO BE ELIGIBLE. A COMPREHENSIVE STUDENT WEB SITE ENSURES THAT STUDENTS AND FAMILIES CAN ACCESS INFORMATION ON ALL ASPECTS OF THE SSAT, INCLUDING TEST PREPARATION, SCORE INTERPRETATION, AND ONLINE TEST REGISTRATION. A PRINTED STUDY GUIDE WALKS STUDENTS STEP-BY-STEP THROUGH THE ADMISSION PROCESS, PROVIDING TIMELINES AND ADVICE FOR THE APPLICATION, INTERVIEWS, CAMPUS VISITS, AND FINANCIAL AID, AS WELL AS REVIEW EXERCISES AND FULL-LENGTH SAMPLE TESTS TO PREPARE THEM FOR THE SSAT. A SCHOOL SEARCH AND INQUIRY FEATURE ALLOWS STUDENTS TO RESEARCH SCHOOLS AND TO SUBMIT AN ONLINE INQUIRY, CONTAINING BIBLIOGRAPHIC AND GENERAL INTEREST DATA, TO ANY PARTICIPATING MEMBER SCHOOL. THE STANDARD APPLICATION ONLINE IS APPLICATION, ACCEPTED BY THE MAJORITY OF MEMBER SCHOOLS, ALLOWS STUDENTS TO COMPLETE ONE APPLICATION FOR ADMISSION AND SEND IT ELECTRONICALLY TO MULTIPLE SCHOOLS, SIGNIFICANTLY REDUCING THE BURDEN OF THE ADMISSION PROCESS FOR STUDENTS AND FAMILIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 334648 | Expense |
| Revenue | 608451 | Revenue |
| Description | PUBLICATION EXPENSES - PUBLISH AND DISTRIBUTE PUBLICATIONS OF INFORMATION ABOUT INDEPENDENT SCHOOLS AND THE SSAT.THE SSATB WEB SITE FOR SCHOOLS IS A COMPREHENSIVE ONLINE RESOURCE. NEWS FEEDS, BLOGS, WEBINARS, AND A LIBRARY OF PROFESSIONAL RESOURCES KEEPS MEMBERS CURRENT ON THE WIDE BREADTH OF SSATB SERVICES AS WELL AS INDUSTRY NEWS AND PRACTICES. SSATB ALSO PUBLISHES, IN BOTH PRINT AND ELECTRONIC FORM, AN ARRAY OF PUBLICATIONS THROUGHOUT EACH YEAR DESIGNED TO SUPPORT SCHOOL ADMISSION OFFICERS - "MEMBERANDA", "TRENDS IN ADMISSION", AND ANY NUMBER OF SPECIAL SURVEYS AND REPORTS. THE ANNUAL MEETING, WHICH DRAWS CLOSE TO 500 ADMISSION PROFESSIONALS EACH YEAR, IS THE ONLY NATIONAL CONFERENCE FOCUSED EXCLUSIVELY ON THE INFORMATION AND RESOURCE NEEDS OF INDEPENDENT SCHOOL ADMISSION OFFICERS, AND THE ADMISSION TRAINING INSTITUTE, A TWO-DAY TRAINING PROGRAM, PROVIDES THOSE NEW TO THE PROFESSION WITH A THOROUGH INTRODUCTION TO THE JOB OF ADMISSION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 136349 | Expense |
| Description | CONTINUED RESEARCH - MAINTAINING PRIMARY PRODUCTS, GRADING METHOD DEVELOPMENT, AND DEVELOPMENT OF BIOGRAPHICAL TESTING DATA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5812991 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 |
| 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 | 289 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6096834440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 862 ROUTE 518 | AddressLine1 |
| City | SKILLMAN | City |
| State | NJ | State |
| ZIP Code | 08558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PILAR CABEZA DE VACA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES K SCOTT | ||||||
| PAST CHAIR | 2.00 | X | 0 | 0 | 0 | |
| JAMES POWER | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| KEVIN PLUMMER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CAMILLE BERTRAM | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| BARBARA FLANAGAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KILIAN FORGUS | ||||||
| DIRECTOR | 2.00 | X | 1705 | 0 | 0 | |
| ELLEN Y MOCERI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN NELSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GREG BUCKLES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| IRMA RODRIGUEZ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LAWRENCE SAMPLETON | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| LORRI HAMILTON DURBIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| REGAN KENYON | ||||||
| PRESIDENT (UNTIL 9/2/10) | 40.00 | 1040350 | 0 | 135201 | X | |
| THOMAS O WHITE | ||||||
| CORP. SECRETARY | 20.00 | 195331 | 0 | 38855 | X | |
| PETER G CROGHAN | ||||||
| CFO | 40.00 | 186293 | 0 | 20663 | X | |
| HEATHER HOERLE | ||||||
| PRESIDENT (AS OF 3/28/11) | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1423679 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 194719 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| BALLARD SPAHRLLC | |||||||||
| 1735 MARKET STREET 51ST FLOOR | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | 529186 | ||||
| AECOM INC | |||||||||
| P0 BOX 31863 | HARTFORD | CT | 06150 | SOFTWARE CONSULTING | 339208 | ||||
| PARENTEBEARD LLC | |||||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | ACCOUNTING AND AUDIT | 118333 | ||||
| MICHAEL HORSEY | |||||||||
| 1812 LOCUST GROVE RD | SILVER SPRING | MD | 20910 | MARKETING CONSULTANT | 109375 | ||||
| AIMEE GRUBER | |||||||||
| MARKETING CONSULTANT | 103000 | 1769 ELFORD RD | SHAWNIGAN LAKE | BRITISH COLUMBIA VOR | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CANDIDATES TEST FEES | 611710 | 9169598 | 9169598 |
| PUBLICATIONS | 611710 | 608451 | 608451 |
| MEMBERSHIP DUES & ASSE | 611710 | 470396 | 470396 |
| ANNUAL MEETING | 611710 | 234231 | 234231 |
| ADMISSION SEARCH INITI | 611710 | 15400 | 15400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10498076 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 472183 | TotalRevenueColumn |
| Related Or Exempt Function Income | 472183 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10900 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10900 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10900 | TotalRevenueColumn |
| Exclusion | $10,900 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3375396 | Securities |
| Other | 38900 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3253315 | Securities |
| Other | 24731 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 122081 | Securities |
| Other | 14169 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 136250 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11117409 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11106509 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,900 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832929 | Total |
| Program Services | 1705 | ProgramServices |
| Management And General | 831224 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1795765 | Total |
| Program Services | 1364324 | ProgramServices |
| Management And General | 431441 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264280 | Total |
| Program Services | 124696 | ProgramServices |
| Management And General | 139584 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446781 | Total |
| Management And General | 446781 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154282 | Total |
| Management And General | 154282 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430531 | Total |
| Management And General | 430531 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143932 | Total |
| Management And General | 143932 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31618 | Total |
| Management And General | 31618 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462733 | Total |
| Program Services | 439595 | ProgramServices |
| Management And General | 23138 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91780 | Total |
| Management And General | 91780 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545273 | Total |
| Program Services | 536996 | ProgramServices |
| Management And General | 8277 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296181 | Total |
| Program Services | 117525 | ProgramServices |
| Management And General | 178656 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354710 | Total |
| Program Services | 115120 | ProgramServices |
| Management And General | 239590 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586181 | Total |
| Management And General | 586181 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100 | Total |
| Management And General | 1100 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237021 | Total |
| Program Services | 111400 | ProgramServices |
| Management And General | 125621 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48500 | Total |
| Management And General | 48500 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TESTING ACTIVITIES | 853179 | 853179 | |
| POSTAGE AND SHIPPING | 705488 | 705488 | |
| ASSET IMPAIRMENT | 650000 | 650000 | |
| CONSULTING SERVICES | 459155 | 178239 | 280916 |
| TEMPORARY SERVICES | 433245 | 433245 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000708 | Total |
| Program Services | 831479 | ProgramServices |
| Management And General | 169229 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10825372 | Total |
| Program Services | 5812991 | ProgramServices |
| Management And General | 5012381 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116588 | BOY |
| EOY | 79814 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5122364 | BOY |
| EOY | 4876398 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112915 | BOY |
| EOY | 325348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6596977 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3237003 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4170136 | BOY |
| EOY | 3359974 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3060896 | BOY |
| EOY | 4980181 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41156 | BOY |
| EOY | 38023 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40501 | BOY |
| EOY | 30504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12664556 | BOY |
| EOY | 13690242 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302177 | BOY |
| EOY | 1382474 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282367 | BOY |
| EOY | 277356 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345890 | BOY |
| EOY | 4253 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930434 | BOY |
| EOY | 1664083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11734122 | BOY |
| EOY | 12026159 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11734122 | BOY |
| EOY | 12026159 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12664556 | BOY |
| EOY | 13690242 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 292037 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 | 0 | FederalGrantAuditRequired |
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 | 382918 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 399469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 419314 | CurrentTaxYearMinus1Year |
| Current Tax Year | 470396 | CurrentTaxYear |
| Total | 2089056 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8109920 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8509648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8628130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8756671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10027680 | CurrentTaxYear |
| Total | 44032049 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8492838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8909117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9045089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9175985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10498076 | CurrentTaxYear |
| Total | 46121105 | 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 | 46121105 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 258480 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 250498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 199392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 453910 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472183 | CurrentTaxYear |
| Total | 1634463 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 258480 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 250498 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 199392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 453910 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472183 | CurrentTaxYear |
| Total | 1634463 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62327 | CurrentTaxYearMinus3Years |
| Current Tax Year | 122081 | CurrentTaxYear |
| Total | 268186 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8835096 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9221942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9244481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9629895 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11092340 | CurrentTaxYear |
| Total | 48023754 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96040 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96570 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02570 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: NATURE OF SOURCE 2010 2009 2008 2007 2006 GAIN ON SALE OF SECURITIES 122,081. 62,327 83,778 TOTAL$ 122,081. 0. 0. 62,327 83,778 | GeneralExplanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 896410 | OtherCostOrOtherBasis |
| Book Value | 896410 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3485562 | OtherCostOrOtherBasis |
| Depreciation | 1283946 | Depreciation |
| Book Value | 2201616 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1133011 | OtherCostOrOtherBasis |
| Depreciation | 959917 | Depreciation |
| Book Value | 173094 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1081994 | OtherCostOrOtherBasis |
| Depreciation | 993140 | Depreciation |
| Book Value | 88854 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3359974 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASES | Description |
| Amount | $4,253 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4253 | TotalOfAmounts |
| Total Revenue | 11117409 | TotalRevenue |
| Total Expenses | 10825372 | TotalExpenses |
| Excess Or Deficit For Year | 292037 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 292037 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11103240 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 11103240 | RevenueSubtotal |
| Other Revenues Not Included | 14169 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14169 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11117409 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10811203 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -14169 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -14169 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10825372 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10825372 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET RECOGNITION THRESHOLD. THE ORGANIZATION'S FEDERAL EXEMPT RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO JUNE 30, 2008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON SALE OF PROPERTY AND EQUIPMENT (NETTED WITH EXPENSES ON F/S) 14,169. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON SALE OF PROPERTY AND EQUIPMENT (NETTED WITH EXPENSES ON F/S) -14,169. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA, ASIA, AND EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | FIELD STAFF MEMBERS PERFORM PUBLIC RELATION DUTIES WITH MEMBER SCHOOLS & RECRUIT ADDITIONAL MEMBERS | TypeOfActivitiesConducted |
| Specific Services Provided | PUBLIC RELATIONS AND SELLING | SpecificServicesProvided |
| Total Expenditures | 108000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 108000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 108000 | 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) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REGAN KENYON | |||||||||||||
| 392060 | 0 | 4240 | 0 | 644050 | 0 | 116805 | 0 | 18396 | 0 | 1175551 | 0 | 0 | 0 |
| THOMAS O WHITE | |||||||||||||
| 195331 | 0 | 0 | 0 | 0 | 0 | 26425 | 0 | 12430 | 0 | 234186 | 0 | 0 | 0 |
| PETER G CROGHAN | |||||||||||||
| 186293 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20663 | 0 | 206956 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | AS PART OF THE FORMER CEO'S EMPLOYMENT CONTRACT, HOUSING WAS PROVIDED. RENT WAS PAID BY THE CEO. REIMBURSEMENT INCLUDING A GROSS-UP OF TAXES WAS PROVIDED TO THE CEO TO UNDERWRITE THE RENTAL PAYMENTS MADE TO THE ORGANIZATION. THE ORGANIZATION ALSO REIMBURSED THE CEO FOR PAYMENT OF DUES. THESE ITEMS ARE INCLUDED IN TAXABLE WAGES. THE FORMER CEO ALSO HAD A DISCRETIONARY SPENDING ACCOUNT - ANY REIMBURSEMENT FOR PERSONAL EXPENSES ARE INCLUDED IN TAXABLE WAGES ON THE W-2. |
| PART I, LINE 1B | DIRECTORS AND STAFF ARE REQUIRED TO COMPLETE WRITTEN REIMBURSEMENT REQUEST FORMS PRIOR TO BEING REIMBURSED FOR TRAVEL AND RELATED EXPENDITURES. |
| PART I, LINE 4B | REGAN KENYON RECEIVED ACCRUED DEFERRED COMPENSATION OF $116,805 UNDER IRC SECTIONS 457 (F) AND (B). THOMAS WHITE RECEIVED ACCRUED DEFERRED COMPENSATION OF $26,425 UNDER IRC SECTION 457 (B). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL BE COMPOSED OF THOSE MEMBERS OF THE BOARD OF DIRECTORS WHO ARE IN GOOD STANDING AND WHO HAVE BEEN DULY ELECTED BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE AT EACH ANNUAL MEETING OF THE BOARD OR BY OTHER DESIGNATED OR APPROPRIATE MEANS DULY DETERMINED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WAS REVIEWED BY THE OFFICERS AND THE BOARD FINANCE COMMITTE BEFORE FILING WITH THE IRS. | |
| THE ORGANIZATION'S CURRENT CONFLICT OF INTEREST POLICY APPLIES ONLY TO DIRECTORS OF SSATB. THE ORGANIZATION IS LOOKING TO EXPAND THE POLICY DURING FISCAL YEAR 2012 TO INCLUDE ALL OFFICERS AND KEY EMPLOYEES OF SSATB AS WELL AS THE DIRECTORS. | FORM 990, PART VI, LINE 12B | |
| DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT ANNUALLY AND TO SUBMIT IT TO THE CORPORATE SECRETARY FOR REVIEW. IF A CONFLICT EXISTS WITH A DIRECTOR, THE DIRECTOR IS ASKED TO REMOVE HIMSELF OR HERSELF FROM DISCUSSION AND RECUSE HIMSELF OR HERSELF FROM THE VOTE ON SUCH MATTERS. IF A CONFLICT WITH AN EMPLOYEE WAS PRESENT, THE EXECUTIVE DIRECTOR AND, IF NEED BE, THE BOARD WOULD WORK TO CORRECT THE CONFLICT. A REVISED CONFLICT OF INTEREST POLICY TO INCLUDE OFFICERS AND KEY EMPLOYEES IS BEING DEVELOPED BY THE ORGANIZATION. NO CONFLICTS EXISTED FOR THE FISCAL YEAR BEING FILED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A THIRD PARTY COMPENSATION CONSULTANT IS HIRED BY THE BOARD TO ANALYZE THE PRESIDENTS' SALARY AND BENEFIT PACKAGE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE CONSULTANT'S REPORT AND SETTING COMPENSATION STRATEGY SUCH THAT THE PRESIDENT IS PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION. SIMILARLY, THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ENSURING THAT OTHER OFFICERS AND KEY EMPLOYEES ARE PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION. THE BOARD MAINTAINS DOCUMENTATION TO SUPPORT ITS DECISIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| NO GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE ORGANIZATION IS IN THE PROCESS OF PREPARING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. | FORM 990, PART VI, SECTION B, LINE 14 | |
| COMPENSATION LISTED ON PART VII IS BASED UPON CALENDAR YEAR 2010 COMPENSATION. AS SUCH, NO COMPENSATION IS REPORTED FOR THE CURRENT PRESIDENT, HEATHER HOERLE, AS SHE BEGAN WORK AT SSATB IN MARCH 2011. | FORM 990, PART VII | |
| THE FULL BOARD VOTED ON THE AUDITORS FOR THE FISCAL 2011 AUDIT AFTER A LIVE PRESENTATION BY THE TWO FINALISTS. | FORM 990, PART XII, LINE 2 |
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