2012-09-07T11:27:00-05:00 2012-03-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1643 PRINCE STREET ALEXANDRIA VA 22314 E LANDER MEDLIN 7036841446 2012-09-05 1 ROBERT CASEY P00868304 5712279500 2011 2016-02-24 21:20:13Z E LANDER MEDLIN 1643 PRINCE STREET ALEXANDRIA VA 22314 5199588 0 X WWW.APPA.ORG X 1914 VA MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. 19 19 12 0 408076 153134 277909 323123 3815085 3785553 26660 -26582 426862 497156 4546516 4579250 84208 106347 0 0 1375827 1495619 0 0 0 2848198 2910292 4308233 4512258 238283 66992 3546433 3814229 1719850 1920654 1826583 1893575 X MAINTAIN, PROTECT AND PROMOTE THE QUALITY OF EDUCATIONAL FACILITIES. 0 0 1248938 1059527 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPANDED SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT. 645518 720447 ANNUAL CONFERENCE TO ADDRESS RECENT CHANGES AND PROVIDE INDUSTRY UPDATES. 734519 36276 PUBLICATIONS DISTRIBUTED CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 369791 1666355 MEMBERSHIP SERVICES HELP TO MAINTAIN, PROTECT AND PROMOTE QUALITY EDUCATIONAL FACILITIES TO ENHANCE THE EDUCATION OF TODAY'S STUDENTS. 702659 363984 OTHER PROGRM SERVICES INCLUDE APPA NET, RESEARCH AND CFAR, FMEP, SUPERVISOR'S TOOLKIT, SCHOLARSHIPS, PRESIDENTS INITIATIVE AND CARTER BURGESS. 1072450 2030339 3701425 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION CHIEF FINANCIAL OFFICER 7036841446 1643 PRINCE STREET ALEXANDRIA VA 223142818 DARREL MEYER 5.00 X X 4163 0 0 DAVID GRAY 5.00 X X 1749 0 0 PETER STRAZDAS 3.00 X X 0 0 0 MARY VOSEVICH 5.00 X X 6228 0 0 RANDOLPH HARE 3.00 X X 0 0 0 DAVID CAIN 4.00 X 0 0 0 GREG SCOTT 2.00 X 0 0 0 DAVE BUTTON 2.00 X 0 0 0 DR DUANE STUCKY 2.00 X 0 0 0 JOHN HERRERA 2.00 X 0 0 0 LARRY BLAKE 2.00 X 0 0 0 JOHN MALMROSE 2.00 X 0 0 0 JOHN P MORRIS 2.00 X 0 0 0 ROBYN PIERCE 2.00 X 0 0 0 KATHLEEN SCHEDLER 2.00 X 0 0 0 JOHN OTT 2.00 X 0 0 0 CHUCK SCOTT 2.00 X 0 0 0 TERRY PELLERIN 2.00 X 0 0 0 LARRY ZITZOW 2.00 X 0 0 0 JB MESSER 3.00 X 0 0 0 GLEN SMITH 3.00 X X 5400 0 0 CHONG-HIE CHOI 40.00 X 166293 0 29669 E LANDER MEDLIN 40.00 X 219256 0 51128 STEVE GLAZNER 40.00 X 112346 0 0 JOHN BERNHARDS 40.00 X 156265 0 33006 671700 0 113803 4 0 1 0 PROJECTION INC 8351 BRISTOL COURT SUITE 111 JESSUP MD 20794 AUDIO/VISUAL FOR MEETINGS 215396 CORPORATE PRESS 9700 PHILADELPHIA COURT LANHAM MD 20706 FOOD, BEVERAGE & EXHIBIT SPACE FOR MEETI 121761 2 323123 323123 MEMBERSHIP DUES 900099 1666355 1666355 SEMINARS 900099 1059527 1059527 ANNUAL MEETING 900099 720447 720447 FACILITIES MGT EVAL PG 900099 217325 217325 PRESENTATION FEES & RE 900099 64024 64024 57875 57875 3785553 10475 10475 1194 1194 384026 421083 -37057 -37057 -37057 235531 199255 36276 36276 JOB EXPRESS/RESUME BAN 900004 219786 219786 ADVERTISING 541800 188290 188290 MISCELLANEOUS 900099 26850 26850 24760 24760 459686 4579250 3846589 408076 1462 106347 106347 467271 247016 220255 778727 644910 133817 100875 73910 26965 75444 46076 29368 73302 73302 1384 249 1135 22510 22510 50150 50150 382389 320256 62133 7132 6672 460 503676 283443 220233 105190 29098 76092 66039 54126 11913 MEALS & ENTERTAINMENT 747293 678345 68948 CONSULTING/CONTRACTED S 275437 263864 11573 EQUIPMENT REPAIR AND MA 274493 238235 36258 OTHER 147527 143082 4445 327072 442344 -115272 4512258 3701425 810833 0 777763 1460516 620304 757555 376124 333231 153499 96326 1928573 938423 1080596 990150 381098 0 157049 176451 3546433 3814229 442523 475647 1096084 1254780 181243 190227 1719850 1920654 X 1809383 1875515 11900 12760 5300 5300 1826583 1893575 3546433 3814229 66992 0 X X 0 1 1 X 0 X 1809114 1924995 1855567 1947239 1989478 9526393 2461878 2616412 1636609 2350262 2354729 11419890 4270992 4541407 3492176 4297501 4344207 20946283 0 0 0 20946283 104356 42406 16084 15214 11669 189729 104356 42406 16084 15214 11669 189729 528442 443788 342760 357060 432836 2104886 100 10050 50000 5587 26850 92587 4903890 5037651 3901020 4675362 4815562 23333485 0.89770 0.88930 0.00810 0.01210 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5300 5300 5300 5300 5300 5300 5300 5300 1.00000 0 0 189830 189830 1099971 393969 706002 638772 544454 94318 990150 13776 DEFERRED COMPENSATION 176451 190227 4579250 4512258 66992 66992 4778505 199255 199255 4579250 0 4579250 4711513 199255 199255 4512258 0 4512258 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2012. THE ASSOCIATION'S 2009, 2010 AND 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ASSOCIATION FILES AS A TAX EXEMPT ORGANIZATION; SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION WOULD BE SUBJECT TO REVIEW BY THE IRS. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 199,255. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 199,255. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS GIVES SCHOLARSHIPS TO MEMBERS TO ATTEND APPA EDUCATIONAL PROGRAMS. THE CANDIDATES ARE RECOMMENDED BY APPA REGIONS. THEY NEED TO GO THROUGH REGIONAL SELECTION PROCESSES. SCHEDULE I, PART III - NO SINGLE RECIPIENT RECEIVE MORE THAN $5,000. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CHONG-HIE CHOI 166293 0 0 0 0 0 0 0 29669 0 195962 0 0 0 E LANDER MEDLIN 216474 0 0 0 2782 0 10824 0 40304 0 270384 0 0 0 JOHN BERNHARDS 156265 0 0 0 0 0 33006 0 0 0 189271 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THIS IS A MEMBERSHIP ORGANIZATION: MEMBERS ELECT KEY BOARD MEMBERS; PRESIDENT, SECRETARY-TREASURER, AND THREE VICE PRESIDENT FOR THREE PROGRAM COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE WILL REVIEW THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE CURRENT PRESIDENT, PRESIDENT ELECT, AND IMMEDIATELY PAST PRESIDENT REVIEW PERFORMANCES AND MAKE DECISION FOR COMPENSATION. THE EXECUTIVE VICE PRESIDENTT MAKES THE DECISION FOR COMPENSATION FOR THE OTHER KEY EMPLOYEES. OFFICERS DO NOT RECEIVE COMPENSATION AS THEY ARE ALL VOLUNTEERS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN JULY 2011. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND WEBSITE. AUDIT COMMITTEE REVIEW PROCESS PART XII. LINE 2C THERE WERE NO CHANGES IN THE AUDIT COMMITTEE REVIEW PROCESS IN FY 2012.