2012-04-05T11:17:32-05:00 2011-09-30 MCGLADREY & PULLEN LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2010-10-01 521134021 American Planning Association AMER 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 W Paul Farmer 3124319100 2012-04-05 1 Zack Fortsch 3126343400 2010 2016-02-24 21:20:13Z W Paul Farmer 205 N Michigan Avenue No 1200 Chicago IL 60601 19377526 0 3192 X www.planning.org X 1978 DC See Schedule O 13 13 119 106 488783 -258561 144747 236438 15484291 16849894 265003 354405 1285280 664541 17179321 18105278 167978 177675 0 0 6901426 7083426 0 0 0 9025533 10504066 16094937 17765167 1084384 340111 15602027 15507402 11947209 13101644 3654818 2405758 X The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. 0 0 13830734 177675 14379308 Memberships & Educational Resources: See Schedule O for Program Service descriptionAPA's mission is education and many of our educational services are provided free or at no cost. Our APA memberships are voluntary and open to any individual interested in improving communities. Our monthly flagship magazine focuses on information that provides trends, current planning practices, new approaches, reviews of books, reports, and news of what is happening in both private and public sectors. The Journal of the American Planning Association is published quarterly to report on research, new thoughts, and current literature; it is edited independently through a university- based editorial team, with a worldwide subscription list. The Planning & Environmental Law periodical is published monthly and distills the latest court decisions and legislation regarding planning and environmental law. Every issue contains detailed abstracts of the most important new state and federal court decisions. The Zoning Practice periodical is published monthly and helps guide those who write and administer development codes; monitors all the latest trends in local land-use controls, and brings the reader current news and ordinance excerpts.Each quarter APA's Planning Advisory Service (PAS) publishes a new PAS report providing authoritative guidance on current issues and innovative practices. The Commissioner provides planning commissioners, planning and zoning board members, and other appointed and elected officials with practical features and tips. This quarterly publication is an invaluable training resource to assist those making critical decisions in the best interest of communities.APA's celebrates excellence in planning through our Great Places in America Program. Annually, APA recognizes 10 great neighborhoods, streets, and public spaces of exceptional character, quality, and planning. The neighborhoods, streets, and public spaces are suggested by residents or visitors. The National Planning Conference brings planners, planning commissioners, elected officials, educators, allied professionals, students and engaged citizens together in an assembly of sessions, workshops, and networking opportunities to gain knowledge of current community challenges and initiatives in the field of planning. The American Institute of Certified Planners' (AICP) Certification Maintenance program helps certified planners gain the knowledge and skills they need to remain current in the practice of planning. Community Planning Assistance Teams (CPAT's) are a key AICP initiative.. Through this program, a multidisciplinary team of expert planning professionals from around the country is paired with community members, key stakeholders, and relevant decision makers in a place-based initiative to foster community education, engagement, and empowerment.APA also produces audio conferences, manuals, training workshops, streaming videos and audio recordings to promote education about communities and planning. 1404797 911086 Certification & Accreditation: See Schedule O for Program Service descriptionAPA plays an integral role in the education and development of planners through the accreditation of academic planning programs which is in partnership with planning educators and AICP certification. AICP is APAs Professional Institute that is focused on the certification of planners, setting standards for professional practice, encouraging professional development, promoting pro bono services, and ethical practice. Grants are provided to students who are pursuing higher education in the planning field. Grants are also provided to students for professional study tours and internships in communities. Students participate, along with professional planners with the AICP credential, to provide pro bono services to communities. 1792168 1559500 Policy & Outreach Services: See Schedule O for Program Service descriptionSince 1949, APA's program of independent applied research has resulted in practical, up-to-date information about best practices in urban and regional planning in the U.S. and aboard. The service translates basic university research and best practices into practical examples for both private and public sector entities. Research activities are supported by grants from foundations, non-governmental organizations, and governmental agencies, as well as through subscription revenue. APA educates planners on planning issues and advocates changes to planning practices that respond to the evolving needs of communities at all levels of government. The process of creating vital communities recognizes that change is inevitable but decline is not. APA's public information office educates media and the public about the importance of the relationship between good governance and good planning, the outcome of planning, and the role of planners and engaged citizens in shaping our nation's communities. It also recognizes successful initiatives and efforts through the annual national planning awards program. 17027699 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 122 0 1 119 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X Ann Simms 3124319100 205 N Michigan Avenue No 1200 Chicago IL 60601 Mitchell J Silver 2.00 X X 0 0 0 Bruce A Knight 2.00 X X 0 0 0 Marie L York 2.00 X X 0 0 0 Anna M Breinich 2.00 X 0 0 0 Ann C Bagley 2.00 X 0 0 0 Mitzi C Barker 2.00 X 0 0 0 W Shedrick Coleman 2.00 X 0 0 0 Irayda M Ruiz 2.00 X 0 0 0 Angela J Vincent 2.00 X 0 0 0 Carol A Rhea 2.00 X 0 0 0 Cynthia A Bowen 2.00 X 0 0 0 Kelli Sertich 2.00 X 0 0 0 William R Anderson 2.00 X 0 0 0 W Paul Farmer 40.00 X 370234 0 158450 Charlotte McCaskill 40.00 X 312294 0 308046 Ann Simms effective 31411 40.00 X 0 0 0 Bill Klein 40.00 X 139581 0 90492 Sylvia Lewis 40.00 X 129787 0 133937 Arlis Withers 40.00 X 118627 0 50250 Jeffrey Soule 40.00 X 114061 0 53711 Mark Ferguson 40.00 X 106387 0 18446 1290971 0 813332 7 0 1 0 PSAV 23918 Network Place Chicago IL 60673 Audio Visual 412247 Banta DBA RR Donnelley Receivable 1025 North Washington St Greenfield OH 45123 Mailing 221885 Regents of the University of California 11000 Kinross Avenue 102 Los Angeles CA 90095 Editing 171054 Ware-Pak LLC 2427 Bond Street University Park IL 60484 Bookstore Logistics 157447 Prometric Inc PO Box 223608 Pittsburgh PA 15251 Testing 139280 15 236438 236438 Membership Dues 900099 9782551 9782551 Conf., Wrkshps., Sympo 900099 3015560 3015560 Subscription and Educa 900099 1581197 1581197 Contracts & Research 900099 1559500 1559500 Cert. Maint. & Exam Fe 900099 911086 911086 16849894 268986 268986 39464 39464 333164 247745 85419 85419 85419 768931 1024503 -255572 -255572 Advertising Income 541800 472762 472762 Miscellaneous 900099 361381 16021 345360 Postage and Handling 900099 46506 46506 880649 18105278 16849894 488783 530163 167675 167675 10000 10000 592499 519439 73060 4214585 4056425 158160 833836 788809 45027 1130519 1069526 60993 311987 295140 16847 89053 81623 7430 25445 22307 3138 49580 49580 2801934 2763759 38175 21209 20653 556 2245692 2167489 78203 36748 36748 1018770 895596 123174 757575 743597 13978 1278756 1277972 784 1446032 1446032 505655 447018 58637 75784 68564 7220 Staff Recruiting 83260 80754 2506 Bad Debt Expenses 54914 54914 13659 13659 17765167 17027699 737468 0 2738943 4054949 506879 99000 254359 825655 1980770 1053854 320530 135756 4974694 1303391 3907448 3671303 5693480 5651389 199618 15496 15602027 15507402 1958539 1972878 6472558 6590284 3516112 4538482 11947209 13101644 X 2855943 1641873 698875 663885 100000 100000 3654818 2405758 15602027 15507402 X 340111 -1589171 X 0 1 1 X 0 X 9334345 7780308 9745399 9444575 10018989 46323616 8631524 8203149 7308008 6978016 7067343 38188040 17965869 15983457 17053407 16422591 17086332 84511656 0 0 0 84511656 339981 366605 278117 182130 268986 1435819 339981 366605 278117 182130 268986 1435819 96936 190294 230974 407887 926091 18305850 16446998 17521818 16835695 17763205 86873566 0.97280 0.97600 0.01650 0.01680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 100000 100000 100000 100000 1.00000 0 0 3090516 390487 2700029 796797 500510 296287 1087381 412394 674987 3671303 Contract Advances 55777 Accrued Pension Obligation 4482705 4538482 Description of Intended Use of Endowment Funds: Part V, Line 4: Description of the Intended Uses of the APA Foundation. Proceeds are used for the Planning Foundation of American Planning Association for philanthropic activities, scholarships, hazard mitigation and post disaster planning and community equity programs Description of Uncertain Tax Positions Under FIN 48: Part X: The Association is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes 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 than likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business taxable income (UBIT). 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. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in the financial statements. The Association files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Association is generally no longer subject to examination by the Internal Revenue Service for tax years before 2008. East Asia and the Pacific 0 1 Program Services Educational Services 604623 South America, Central America and the Caribbean 0 0 Program Services Educational Services 450385 0 1 0 0 0 1 1055008 0 1055008 0 0 0 0 0 0 1 Planning Accrediation Board 53 W Jackson Blvd Chicago IL 60604 421369264 501(c)(3) 144375 Educational 1 0 Educational 1 10000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: In accordance with American Planning Association's internal control procedures, grant expenditures are reviewed and tracked on a project to date basis. X X X X 0 0 0 0 0 0 0 0 0 W Paul Farmer 370234 0 0 0 0 0 150519 0 7931 0 528684 0 0 0 Charlotte McCaskill 290294 0 0 0 22000 0 300132 0 7914 0 620340 0 0 0 Bill Klein 139581 0 0 0 0 0 82468 0 8024 0 230073 0 0 0 Sylvia Lewis 129787 0 0 0 0 0 126006 0 7931 0 263724 0 0 0 Arlis Withers 118627 0 0 0 0 0 42394 0 7856 0 168877 0 0 0 Jeffrey Soule 114061 0 0 0 0 0 44933 0 8778 0 167772 0 0 0 Organization Mission Statement Form 990, Part I, Line 1 The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change Form 990, Part VI, Section A, line 6 American Planning Association (APA) is organized as an association with members. Form 990, Part VI, Section A, line 7a Members of the American Planning Association, regardless of class, have the right to elect or appoint one or more members of the organization's governing body periodically or as vacancies arise. Form 990, Part VI, Section B, line 11 The organization's management reviews the form 990 in detail with their paid tax preparers. Subsequent to this review, the form 990 is presented to the organization's independent audit committee for review and approval prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy covers all officers, directors, trustees, and key employees. Annually these individuals are required to complete a conflict of interest questionnaire to disclose any potential or actual conflicts of interest they may have with the organization. Completed conflict of interest questionnaires are reviewed by the organization's ceo and director of leadership. If it is determined an actual conflict of interest exists, the individual with the conflict is excused from any discussion or vote on the matter for which they have a conflict. Form 990, Part VI, Section B, line 15a The executive committee of the board of directors meets as needed to review and approve the compensation package of the organization's top management official. In determining the compensation of the top management official, the organization's board approves the compensation and the executive committee utilizes comparability data provided from a compensation survey and the Forms 990 of other organizations. The deliberations and decision making regarding the compensation package of the top management official are documented on a timely basis. The CEO approves the compensation for other officers. Comparability data and compensation surveys are used in the process. The deliberation and decision making regarding the compensation package of other officers are documented on a timely basis. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public via the organization's website. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -390,262. Pension related changes other than net periodic pension cost -1,198,909. Total to Form 990, Part XI, Line 5: -1,589,171.