2011-07-25T13:25:02-05:00 2010-12-31 RSM MCGLADREY INC 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2010-01-01 362166948 AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION AMER 2026820100 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 TRACY WAREING 2026820100 2011-07-20 1 BILL TURCO 3012963600 2010 2016-03-07 17:11:31Z TRACY WAREING 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 7196197 0 X WWW.APHSA.ORG X 1936 IL TO DEVELOP,PROMOTE & IMPLEMENT PUBLIC HUMAN SERVICE POLICIES THAT IMPROVE THE HEALTH AND WELL-BEING OF FAMILIES, CHILDREN, AND ADULTS. 16 16 47 0 97759 0 5308350 4799200 2368902 2249422 10946 12550 127003 135025 7815201 7196197 89462 0 0 0 4106726 4189286 0 0 31011 3125383 2611580 7321571 6800866 493630 395331 2776120 4161418 2811792 3676207 -35672 485211 X BETTER, HEALTHIER LIVES FOR CHILDREN, FAMILIES AND COMMUNITIES. APHSA WILL SUPPORT AND ADVISE OUR MEMBERS, INFORM POLICY MAKERS, AND WORK WITH OUR PARTNERS TOO FULLY ENGAGE ONE ANOTHER IN PURSUIT OF EXCELLENCE IN HEALTH AND HUMAN SERVICES POLICY AND PRACTICE. 0 0 1631537 GRANTS AND CONTRACTS: THESE EXPENDITURES REPRESENT ACTIVITIES FUNDED BY FOUNDATIONS, STATE GOVERNMENTS, AND THE FEDERAL GOVERNMENT FOR SPECIFIC PURPOSES. THE PURPOSES ARE GENERALLY RELATED TO THE RESEARCH AND DEVELOPMENT OF HEALTH AND HUMAN SERVICE POLICIES AND PROGRAMS. 1122856 1431410 AFFILIATES: THESE EXPENDITURES ARE FOR CONFERENCES AND MEETINGS PERTAINING TO THE PLANNING AND ADMINISTRATION OF HEALTH AND HUMAN SERVICES PROGRAMS BY STATE AND LOCAL GOVERNMENTS. THEY ARE FUNDED BY ATTENDEE REGISTRATION FEES AND EXHIBITOR CONTRIBUTIONS. 650332 CHILDREN & FAMILY SERVICES: THIS PROGRAM PROVIDES POLICY AND LEGISLATIVE PERTAINING TO THE PLANNING AND ADMINISTRATION OF HEALTH AND HUMAN SERVICES PROGRAMS BY STATE AND LOCAL GOVERNMENTS. THEY ARE FUNDED BY ATTENDEE REGISTRATION FEES AND EXHIBITOR CONTRIBUTIONS. 517639 141658 COMMUNICATIONS: THIS PROGRAM MANAGES THE EXTERNAL COMMUNICATIONS OF THE ORGANIZATION THROUGH PUBLICATIONS, PRESS RELEASES, ETC. THIS PROGRAM ALSO MANAGES THE COMMUNICATIONS TO MEMBERS AND THE PROCESSING OF ALL MEMBERS. ADDITIONALLY, THIS PROGRAM MANAGES ASSOCIATION CONFERENCES AND IS THE CORPORATE LIAISON FOR THE AFFILIATE ORGANIZATIONS. 502228 517870 LEADERSHIP AND PROFESSIONAL DEVELOPMENT: THIS PROGRAM PROVIDES STATES AND LOCALITIES WITH EXPERTISE RELATED TO ORGANIZATIONAL AND PROFESSIONAL DEVELOPMENT. 408531 GOVERNMENT AFFAIRS: THIS PROGRAM ANALYZES AND EDUCATES MEMBERS ON PENDING AND ENACTED NATIONAL LEGISLATION REGARDING HEALTH AND HUMAN SERVICE PROGRAMS. 1428398 659528 4833123 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 47 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 0 1 0 0 1 1 0 DC X JAY PHILLIPS DIRECTOR OF FINANCE 2026820100 1133 19TH STREET NW NO 400 WASHINGTON DC 20036 KEVIN MCGUIRE 1.00 X X 0 0 0 SUSAN DREYFUS 1.00 X X 0 0 0 RUSSELL SYKES 1.00 X X 0 0 0 HOWARD HENDRICK 1.00 X X 0 0 0 BRUCE GOLDBERG 1.00 X 0 0 0 GEORGE H SHELDON 1.00 X 0 0 0 JAMES W PAYNE 1.00 X 0 0 0 DENNIS ANDERSON 1.00 X 0 0 0 UMA AHLUWALIA 1.00 X 0 0 0 MARY HAYES FINCH 1.00 X 0 0 0 ELLIOTT ROBINSON 1.00 X 0 0 0 MARY C WILLIAMS 1.00 X 0 0 0 KATHIE WRIGHT 1.00 X 0 0 0 BARD D SHOLLENBERGER 1.00 X 0 0 0 MARY ELLEN BENNARD 1.00 X 0 0 0 ERIC M BOST 1.00 X 0 0 0 CAROLANN DESANTIS 40.00 X 135220 0 7094 GERALD W FRIEDMAN 40.00 X 75257 0 21408 JAY H PHILLIPS 38.00 X 97576 0 11999 TRACY WAREING 40.00 X 55347 0 1799 PHILIP BASSO 35.00 X 114824 0 24593 CHARLES GOOLSBY 35.00 X 123706 0 46553 ANN KOHLER 35.00 X 123877 0 3905 ANITA LIGHT 35.00 X 117271 0 22439 FRANCIS SOLOMON 35.00 X 120669 0 9707 963747 0 149497 7 0 1 0 0 2913448 1885752 4799200 CONFERENCES 900099 1505910 1431410 74500 TRAINING 900099 517870 517870 PUBLICATIONS 561499 225642 141658 83984 2249422 12550 12550 79456 79456 79456 79456 OTHER INCOME 900099 24144 24144 MAILING LIST RENTAL 900099 17650 17650 JOB BANK 561300 13775 13775 55569 7196197 2090938 97759 208300 405699 299269 104190 2240 2774451 2049389 709919 15143 229719 167815 61365 539 540682 446230 90819 3633 238735 177313 60112 1310 10079 4452 5627 27000 27000 520176 422968 97208 258241 214663 42978 600 623452 16460 606992 287711 275856 11855 812023 745099 66924 35515 35515 22000 2898 19102 DUES & SUBSCRIPTIONS 11587 10629 958 OTHER EXPENSES 3796 82 3714 ALLOCATED OVERHEAD 0 -7546 7546 6800866 4833123 1936732 31011 65567 49596 1415067 3083929 528578 159500 160588 298665 97748 37739 349357 279546 83916 69811 376943 417834 47713 44344 2776120 4161418 1221321 1024400 1446626 2475831 143845 175976 2811792 3676207 X -35672 485211 -35672 485211 2776120 4161418 X 395331 125552 X 0 1 1 X 0 X 4337504 4949848 5426926 5308350 4799200 24821828 4337504 4949848 5426926 5308350 4799200 24821828 1579231 23242597 56723 91988 41812 77853 92006 360382 4176 2357 7095 45776 24144 83548 25265758 9641268 0.91990 0.93690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47422 13737 33685 301935 265809 36126 69811 DEFERRED RENT 175976 175976 7196197 6800866 395331 37289 88263 125552 520883 7233486 37289 37289 7196197 0 7196197 6800866 0 6800866 0 6800866 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS POLICY, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2006. PART XI, LINE 8 - OTHER ADJUSTMENTS: EFFECT OF ADOPTION OF SFAS 158 88,263. X 0 0 0 0 0 0 0 0 0 CHARLES GOOLSBY 123706 0 0 0 0 0 35662 0 10891 0 170259 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ELIGIBILITY CRITERIA FOR MEMBERSHIP IN THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION (APHSA) IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE CRITERIA FOR MEMBERSHIP IS AS FOLLOWS: (A) ANY AGENCY ADMINISTERING A PUBLIC HUMAN SERVICE PROGRAM ON THE FEDERAL, STATE, OR LOCAL LEVEL. (B) ANY OFFICER OR EMPLOYEE OF SUCH AGENCY. (C) ANY OTHER AGENCY OR ORGANIZATION THAT MANIFESTS AN INTEREST IN PUBLIC HUMAN SERVICES CONSISTENT WITH THE OBJECTIVES OF THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION. (D) ANY OFFICER OR EMPLOYEE OF SUCH AGENCY OR ORGANIZATION. (E) ANY OTHER PERSON WHO, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, MANIFESTS AN INTEREST IN PUBLIC HUMAN SERVICES CONSISTENT WITH THE OBJECTIVES OF THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS THE GOVERNING BODY OF THE ASSOCIATION. THE BOARD CONSISTS OF THE IMMEDIATE PAST PRESIDENT OF THE ASSOCIATION, SERVING IN AN EX-OFFICIO STATUS; TWO INDIVIDUAL MEMBERS - ONE EACH FROM EAST AND WEST OF THE MISSISSIPPI RIVER, WHO ARE ELECTED BY MAIL BALLOT OF ALL MEMBERS, THREE MEMBERS APPOINTED AT LARGE, FIVE MEMBERS APPOINTED BY THE NATIONAL COUNCIL OF STATE HUMAN SERVICE ADMINISTRATORS, INCLUDING THE DULY ELECTED CHAIR, TWO MEMBERS APPOINTED BY THE NATIONAL COUNCIL OF LOCAL HUMAN SERVICE ADMINISTRATORS, ONE EACH FROM A LARGE AND A SMALL LOCAL JURISDICTION, ONE OF WHOM IS DESIGNATED AS THE DULY ELECTED COUNCIL CHAIR, AND TWO APPOINTED AFFILIATE REPRESENTATIVES, THE OFFICERS ARE: THE PRESIDENT, VICE PRESIDENT, AND TREASURER ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM WILL BE SENT ELECTRONICALLY FOR REVIEW BY THE AUDIT FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. DISCUSSION OF THE FORM WILL BE UNDERTAKEN BEFORE SUBMISSION TO IRS IF TIME PERMITS; IF NOT, IT WILL BE DONE AT THE NEXT REGULARLY SCHEDULED SEMI-MONTHLY MEETING OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE EMPLOYEE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE EMPLOYEE HANDBOOK AND IS ENFORCED AS ARE ALL EMPLOYEE POLICIES. THE ASSOCIATION HAS NO CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR ENTERED INTO A SIGNED CONTRACT WITH THE BOARD AT HIS TIME OF HIRE. THAT CONTRACT ESTABLISHED THE STARTING WAGE. HE SUBSEQUENTLY RECEIVED COLA INCREASES AUTHORIZED BY THE BOARD FOR ALL STAFF THROUGH THE ANNUAL BUDGETING PROCESS. HE ALSO RECEIVED MERIT PAY ADJUSTMENTS UPON PERFORMANCE REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD AT THE SAME RATE AS ALL APHSA EMPLOYEES. ALL OTHER SENIOR STAFF SALARIES ARE AS ESTABLISHED AT THE TIME OF HIRE AND AS SUBSEQUENTLY ADJUSTED THROUGH STANDARD COLA AND/OR MERIT PERFORMANCE PAY REVIEW PROCEDURES IN PLACE FOR ALL STAFF AND SUBJECT TO OVERALL BUDGETARY APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 37,289. EFFECT OF ADOPTION OF SFAS 158 88,263. TOTAL TO FORM 990, PART XI, LINE 5: 125,552.