ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC (EIN 36-6066976)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-17
- IRS object ID
- 201112909349301211
- 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 | 2011-10-17T11:26:29-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN KALLICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366066976 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PRODUCTION AND INVENTORY | BusinessNameLine1 |
| Business Name Line2 | CONTROL SOCIETY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7738671777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF BLUMBERG | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7738671777 | Phone |
| Date Signed | 2011-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID LOWENTHAL | Name |
| Phone | 3122071040 | Phone |
| Date Prepared | 2011-10-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFF BLUMBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 WEST BRYN MAWR AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21628349 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.APICS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | APICS BUILDS KNOWLEDGE AND SKILLS IN OPERATIONS MANAGEMENT PROFESSIONALS TO ENHANCE AND VALIDATE ABILITIES AND ACCELERATE CAREERS. WE HELP OUR MEMBERS AND THEIR ORGANIZATIONS SUCCESSFULLY COMPETE AND BUILD A STRONGER GLOBAL ECONOMY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 85 | TotalNbrEmployees |
| Total Nbr Volunteers | 1000 | TotalNbrVolunteers |
| Total Gross UBI | 195346 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -17188 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12173796 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12759658 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -14476 | InvestmentIncomePriorYear |
| Investment Income Current Year | 116292 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3717796 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3817933 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15877116 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16693883 | 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 | 6545343 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6656381 | 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 | 11047271 | OtherExpensePriorYear |
| Other Expenses Current Year | 9690873 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17592614 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16347254 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1715498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 346629 | RevenuesLessExpensesCY |
| Total Assets BOY | 8557698 | TotalAssetsBOY |
| Total Assets EOY | 8870566 | TotalAssetsEOY |
| Total Liabilities BOY | 6866009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6261791 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1691689 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2608775 | NetAssetsOrFundBalancesEOY |
| Mission Description | APICS BUILDS KNOWLEDGE AND SKILLS IN OPERATIONS MANAGEMENT PROFESSIONALS TO ENHANCE AND VALIDATE ABILITIES AND ACCELERATE CAREERS. WE HELP OUR MEMBERS AND THEIR ORGANIZATIONS SUCCESSFULLY COMPETE AND BUILD A STRONGER GLOBAL ECONOMY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE TO OVER 34,194 MEMBERS: CONFERENCES, WORKSHOPS, PUBLICATION, CERTIFICATION, AND CONTINUING EDUCATION TO ASSIST IN THE PROMOTION, DEVELOPMENT, AND IMPROVEMENT OF MANAGERIAL TECHNIQUES IN THE PRODUCTION AND INVENTORY FIELDS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 85 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7738671777 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8430 W BRYN MAWR AVENUE NO 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60631 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ABE ESHKENAZI | ||||||||
| CEO | 40.00 | X | X | 351889 | 0 | 45566 | ||
| KARL KLAESIUS CPIM | ||||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 | ||
| ERIC SCHAUDT CPIM CSCP | ||||||||
| CHAIR - ELECT | 10.00 | X | X | 0 | 0 | 0 | ||
| ROBERT CASTLEMAN | ||||||||
| SECRETARY - TREASURER | 10.00 | X | X | 0 | 0 | 0 | ||
| ANTHONY ZAMPELLO | ||||||||
| DIRECTOR NE DISTRICT | 10.00 | X | 0 | 0 | 0 | |||
| TAMMY WILLIAMS | ||||||||
| DIRECTOR HEARTLAND DISTRICT | 10.00 | X | 0 | 0 | 0 | |||
| FRED TOLBERT | ||||||||
| DIRECTOR SE DISTRICT | 10.00 | X | 0 | 0 | 0 | |||
| PAUL HOWATT | ||||||||
| DIRECTOR CANADIAN DISTRICT | 10.00 | X | 0 | 0 | 0 | |||
| KEITH JOHNSON CPIM | ||||||||
| DIRECTOR GREAT LAKES | 10.00 | X | 0 | 0 | 0 | |||
| RICHARD LEACH | ||||||||
| DIRECTOR PACIFIC WEST | 10.00 | X | 0 | 0 | 0 | |||
| MARYANNE ROSS CFPIM | ||||||||
| DIRECTOR MID-ATLANTIC REGION | 10.00 | X | 0 | 0 | 0 | |||
| PRESTON BLEVINS CFPIM | ||||||||
| DIRECTOR SW DISTRICT | 10.00 | X | 0 | 0 | 0 | |||
| JOE SCHRIEVER CIRM | ||||||||
| DIRECTOR TERRA GRANDE | 10.00 | X | 0 | 0 | 0 | |||
| ROBERT BOYLE | ||||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |||
| CHRIS MOYE | ||||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |||
| PETER MURRAY | ||||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |||
| ROBERT TRENT | ||||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |||
| SHARON RICE | ||||||||
| EVP | 40.00 | 155798 | 0 | 8646 | X | |||
| DEAN MARTINEZ | ||||||||
| EVP | 40.00 | 133552 | 0 | 29985 | X | |||
| DAVID REID | ||||||||
| DIRECTOR OF IT | 40.00 | 125526 | 0 | 8411 | X | |||
| PAMELA SCHROEDER | ||||||||
| EVP | 40.00 | 123910 | 0 | 8194 | X | |||
| JEFFREY BLUMBERG | ||||||||
| CFO | 40.00 | 121704 | 0 | 23156 | X | |||
| LISA SALLSTROM | ||||||||
| DIRECTOR CERFTIFICATION | 40.00 | 109026 | 0 | 7739 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1121405 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 131697 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 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 |
|---|---|---|---|---|---|---|---|---|
| ACT | ||||||||
| PO BOX 4072 | IOWA CITY | IA | 52243 | PAPER AND PENCIL TESTING SERVICES | 1051418 | |||
| SCHER PROGRESSION | ||||||||
| PO BOX 646 | OLNEY | MD | 20830 | CONSULTING SERVICES | 316305 | |||
| MCI EUROPE | ||||||||
| CONSULTING SERVICES | 261330 | AVENUE DE TERVUESEN B | BRUSSELS | BE | ||||
| PATHFINDER | ||||||||
| CONSULTING SERVICES | 156221 | POST NET SUITE 300 PRIVATE BAY | GAUTENG | SF | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CERTIFICATION | 900099 | 5426061 | 5426061 | |
| MEMBERSHIP DUES | 900099 | 4373965 | 4373965 | |
| CONFERENCE | 900099 | 1590361 | 1590361 | |
| PROGRAM FEES | 900099 | 661241 | 661241 | |
| PUBLICATIONS | 900099 | 190066 | 190066 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 517964 | TotalRevenueColumn |
| Related Or Exempt Function Income | 512684 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5280 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12759658 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53691 | TotalRevenueColumn |
| Exclusion | $53,691 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2870865 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2808264 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62601 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62601 | TotalRevenueColumn |
| Exclusion | $62,601 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5944135 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2126202 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3817933 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3817933 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16693883 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16382245 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 195346 | UnrelatedBusinessRevenue |
| Exclusion | $116,292 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 561899 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4766202 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147725 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 758167 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422388 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44512 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30500 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21997 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1575435 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300603 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1563767 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852939 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42982 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1787522 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41773 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 872003 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80585 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CERTIFICATION TESTS | 1707557 |
| BANK FEES | 390688 |
| MISCELLANEOUS | 174128 |
| TEMPORARY HELP | 151882 |
| BAD DEBT EXPENSE | 52000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16347254 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153670 | BOY |
| EOY | 561927 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1069344 | BOY |
| EOY | 910305 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331095 | BOY |
| EOY | 342354 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217756 | BOY |
| EOY | 383411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7306463 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3591568 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2901367 | BOY |
| EOY | 3714895 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3884466 | BOY |
| EOY | 2726944 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 230730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8557698 | BOY |
| EOY | 8870566 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2561892 | BOY |
| EOY | 1954196 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2179399 | BOY |
| EOY | 2192477 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776652 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1348066 | BOY |
| EOY | 2115118 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6866009 | BOY |
| EOY | 6261791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666212 | BOY |
| EOY | 2583298 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4477 | BOY |
| EOY | 4477 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21000 | BOY |
| EOY | 21000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1691689 | BOY |
| EOY | 2608775 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8557698 | BOY |
| EOY | 8870566 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 346629 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 570457 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25477 | BeginningOfYearBalance |
| End Of Year Balance | 25477 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25477 | BeginningOfYearBalance |
| End Of Year Balance | 25477 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25477 | BeginningOfYearBalance |
| End Of Year Balance | 25477 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.82600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17600 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2886277 | OtherCostOrOtherBasis |
| Depreciation | 731612 | Depreciation |
| Book Value | 2154665 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2299917 | OtherCostOrOtherBasis |
| Depreciation | 1575172 | Depreciation |
| Book Value | 724745 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2120269 | OtherCostOrOtherBasis |
| Depreciation | 1284784 | Depreciation |
| Book Value | 835485 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3714895 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $1,528,174 |
| CAPITAL LEASE OBLIGATION | $392,115 |
| MARGIN ACCOUNT PAYABLE | $194,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2115118 | TotalOfAmounts |
| Total Revenue | 16693883 | TotalRevenue |
| Total Expenses | 16347254 | TotalExpenses |
| Excess Or Deficit For Year | 346629 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 254652 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 315805 | PriorPeriodAdjustments |
| Total Adjustments | 570457 | TotalAdjustments |
| Excess Or Deficit Per FS | 917086 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19074737 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 254652 | NetUnrealizedGainsInvestments |
| Other Revenues | 2126202 | OtherRevenues |
| Revenue Not Rptd F990 | 2380854 | RevenueNotRptdF990 |
| Revenue Subtotal | 16693883 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16693883 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18473456 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2126202 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2126202 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16347254 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16347254 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED TO HELP SUPPORT THE ASSOCIATION'S SCHOLARSHIP PROGRAM. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2007. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF PUBLICATIONS SOLD 2,126,202. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF PUBLICATIONS SOLD 2,126,202. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| NORTH AMERICA | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| RUSSIA & THE NEWLY INDEPENDENT STATES | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| SOUTH AMERICA | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| SOUTH ASIA | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | INTERNATIONAL MEMBERSHIP DUES REVENUE | ||
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | INVESTMENT IN FOREIGN HEDGE FUND | 202000 | |
| EUROPE | PROGRAM SERVICES | CERTIFICATION TESTING AND TRAINING ACTIVITIES | 205703 | 1 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | CERTIFICATION TESTING AND TRAINING ACTIVITIES | 28009 | |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | CERTIFICATION TESTING AND TRAINING ACTIVITIES | 4809 | |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | CERTIFICATION TESTING AND TRAINING ACTIVITIES | 156221 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 2 | ContNumberOfEmployees |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 596742 | ContAmountSpent |
| Total Amount Spent | 596742 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABE ESHKENAZI | |||||||||||||
| 303444 | 0 | 48445 | 0 | 0 | 0 | 21674 | 0 | 23892 | 0 | 397455 | 0 | 0 | 0 |
| SHARON RICE | |||||||||||||
| 155798 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8646 | 0 | 164444 | 0 | 0 | 0 |
| DEAN MARTINEZ | |||||||||||||
| 133552 | 0 | 0 | 0 | 0 | 0 | 6919 | 0 | 23066 | 0 | 163537 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | PER THE BOARD OPERATING PROCEDURES MANUAL, BOARD MEMBERS ARE ALLOWED TO BRING A SPOUSE OR COMPANION TO CERTAIN APPROVED MEETINGS OR CONFERENCES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ANY INDIVIDUAL MEMBER, INTERNATIONAL MEMBER AT LARGE OR CORPORATE MEMBER IS A VOTING MEMBER. ALL CONTESTED OFFICES SHALL BE VOTED ON BY THE MEMBERS ELIGIBLE TO VOTE AND BE RECEIVED BY AN INDEPENDENT TELLER FOR TALLY PER THE SOPS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ANY INDIVIDUAL MEMBER, INTERNATIONAL MEMBER AT LARGE OR CORPORATE MEMBER IS A VOTING MEMBER ALL CONTESTED OFFICES SHALL BE VOTED ON BY THE MEMBERS ELIGIBLE TO VOTE AND BE RECEIVED BY AN INDEPENDENT TELLER FOR TALL PER THE SOPS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. | |
| PRIOR TO BOARD OR COMMITTEE ACTION ON A TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. THE PERSON HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN DISCUSSION OF THE MATTER BY THE BOARD OR COMMITTEE EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE PERSON HAVING A CONFLICT OF INTEREST SHALL NOT VOTE ON MATTERS RELATING TO THE TRANSACTION. SUCH PERSON'S INELIGIBILITY SHALL BE REFLECTED IN MINUTES OF THE MEETING. IN THE EVENT IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO APICS' PRESIDENT OR HIS/HER DESIGNEE, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. IN MAKING THIS DETERMINATION, APICS' PRESIDENT OR HIS/HER DESIGNEE MAY SEEK THE ADVICE OF COUNSEL OR OTHER THIRD PARTIES. COVERED PERSONS WHO ARE NOT MEMBERS OF APICS' BOARD OF DIRECTORS OR WHO HAVE CONFLICT OF INTEREST WITH RESPECT TO A TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION SHALL DISCLOSE SUCH CONFLICT TO APICS' PRESIDENT OR HIS/HER DESIGNEE. THE COVERED PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT APICS' PARTICIPATION IN SUCH TRANSACTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| TO ENSURE THE HIGHEST LEVEL OF COMMUNICATION BETWEEN THE APICS BOARD OF DIRECTORS AND THE CHIEF EXECUTIVE OFFICER, REGULAR FORMAL PERFORMANCE EVALUATIONS WILL BE HELD AT LEAST ANNUALLY. THE LEADERSHIP TEAM REVIEWS COMPARABILITY DATA TO SET THE CEO COMPENSATION. FOR 2010, THE LEADERSHIP TEAM COMMISSIONED A CEO SALARY STUDY, USING AN OUTSIDE CONSULTANT TO REVIEW AND APPROVE THE CEO SALARY. THE FOLLOWING PROCESS HAS BEEN ESTABLISHED TO STANDARDIZE THE WAY IN WHICH THE LEADERSHIP TEAM DEVELOPS AND DELIVERS BOTH THE CHIEF EXECUTIVE OFFICER'S ANNUAL EVALUATION AND HIS/HER ANNUAL COMPENSATION: 1. THE CHAIR OF THE BOARD WILL PROVIDE A COPY OF THE CHIEF EXECUTIVE OFFICER'S CONTRACT TO EACH MEMBER OF THE LEADERSHIP TEAM AND EACH INCOMING MEMBER OF THE LEADERSHIP TEAM NO LATER THAN THE ANNUAL OCTOBER APICS BOARD OF DIRECTORS MEETING. 2. THE CHAIR OF THE BOARD SHALL PROVIDE A COPY OF THE CHIEF EXECUTIVE OFFICER'S ANNUAL GOALS TO THE LEADERSHIP TEAM AND EACH INCOMING MEMBER OF THE LEADERSHIP TEAM NO LATER THAN THE APICS BOARD OF DIRECTORS MEETING IN CONJUNCTION WITH THE ANNUAL CONFERENCE. 3. THE CHAIR OF THE BOARD SHALL ASK THE VOTING MEMBERS OF THE LEADERSHIP TEAM FOR INPUT ON THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND COMPENSATION NO LATER THAN THREE MONTHS BEFORE THE CHIEF EXECUTIVE OFFICER'S ANNUAL REVIEW IS TO BE DELIVERED. 4. THE LEADERSHIP TEAM SHALL RESPOND TO THE CHAIR OF THE BOARD'S REQUEST WITHIN TWO WEEKS OF HIS/HER INITIAL REQUEST FOR INPUT TO THE CHIEF EXECUTIVE OFFICER'S EVALUATION. 5. THE CHAIR OF THE BOARD SHALL EVALUATE ALL INPUT FROM THE VOTING MEMBERS OF THE LEADERSHIP TEAM AND DEVELOP A SINGLE DOCUMENT THAT BEST SUPPORTS THE MAJORITY OPINION OF THE VOTING MEMBERS OF THE LEADERSHIP TEAM. THIS SUMMARY EVALUATION SHALL BE SUBMITTED TO THE VOTING MEMBERS OF THE LEADERSHIP TEAM FOR REVIEW WITHIN TWO WEEKS OF THE DATE ESTABLISHED ABOVE. THIS SUMMARY EVALUATION SHALL INCLUDE BOTH PERFORMANCE EVALUATION AND ANY COMPENSATION PACKAGE CHANGES SUGGESTED. 6. THE VOTING MEMBERS OF THE LEADERSHIP TEAM SHALL REVIEW THE SUMMARY PERFORMANCE EVALUATION PROVIDED BY THE CHAIR OF THE BOARD AND MAKE COMMENTS TO THE OTHER VOTING MEMBERS OF THE COMMITTEE. IF THERE DOES NOT SEEM TO BE A CONSENSUS OF THE VOTING MEMBERS OF THE LEADERSHIP TEAM, THE CHAIR OF THE BOARD SHALL SET UP A SPECIAL LEADERSHIP TEAM MEETING, CONFERENCE CALL, OR OTHER FORM OF COMMUNICATION SO THE VOTING MEMBERS OF THE COMMITTEE CAN COME TO A CONSENSUS. THIS SHALL HAPPEN WITHIN THREE WEEKS OF THE DATE IN ITEM #5 ABOVE. 7. ONCE CONSENSUS IS REACHED BY THE VOTING MEMBERS OF THE LEADERSHIP TEAM, THE CHAIR OF THE BOARD SHALL CONTACT THE CHIEF EXECUTIVE OFFICER, AND THE CHAIR OF THE BOARD AND THE CHAIR-ELECT SHALL, AT A MUTUALLY AGREED UPON TIME, PROVIDE HIM/HER WITH BOTH THE PERFORMANCE EVALUATION AND THE NEW COMPENSATION PACKAGE. 8. WITHIN 60 DAYS OF PROVIDING THE CHIEF EXECUTIVE OFFICER HIS/HER ANNUAL EVALUATION, THE LEADERSHIP TEAM SHALL ESTABLISH THE GOALS FOR THE CHIEF EXECUTIVE OFFICER FOR THE FOLLOWING YEAR. GENERALLY, THESE GOALS WOULD BE DEVELOPED ANNUALLY TO SUPPORT THE APICS FISCAL YEAR. IMPORTANT NOTE: ITEMS #3-6 ABOVE MAY BE COMBINED IN A SINGLE LEADERSHIP TEAM MEETING HELD BEFORE THE CHIEF EXECUTIVE OFFICER'S EVALUATION DATE. FOR ALL OTHER EMPLOYEES, APICS USES A FORMAL PERFORMANCE REVIEW SYSTEM, WHICH IS TIED TO THE ANNUAL SALARY INCREASE PROCESS. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. | FORM 990, PART VI, SECTION C, LINE 19 | |
| WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY | THE ORGANIZATION IMPLEMENTED A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY DURING CALENDAR YEAR 2011. | PART VI, LINE 14 |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 254,652. PRIOR PERIOD ADJUSTMENTS: 315,805. TOTAL TO FORM 990, PART XI, LINE 5: 570,457. | FORM 990, PART XI, LINE 5: |
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