INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS (EIN 98-0531371)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-26
- IRS object ID
- 201122999349301112
- Schema version
- 2010v3.2
- 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 | 2011-10-26T10:37:50-07:00 | 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 | Westbrook McGrath Bridges Orth & Bray | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Premiere Parkway Ste 200 | AddressLine1 |
| City | Duluth | City |
| State | GA | State |
| ZIP Code | 30097 | 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 | 980531371 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Intl Institute of Business Analysis | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTL | NameControl |
| Phone | 4166698088 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 Sandy Plains Rd Ste 240-193 | AddressLine1 |
| City | Marietta | City |
| State | GA | State |
| ZIP Code | 30066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathleen Barret | Name |
| Title | CEO | Title |
| Date Signed | 2011-10-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Douglas G Bridges | Name |
| Phone | 7706229885 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kathleen Barret | NameOfPrincipalOfficerPerson |
Address Principal Officer Foreign AddressPrincipalOfficerForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2382 Queen St East | AddressLine1 |
| City | Toronto | City |
| Province Or State | Ontario | ProvinceOrState |
| Country | CA | Country |
| Postal Code | M4E 1H4 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1688407 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.theiiba.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| Country Legal Domicile | CA | CountryLegalDomicile |
| Activity Or Mission Description | The primary exempt purpose of the taxpayer is to develop and maintain international standards for the practice, education and certification of business analysis and to provide a forum for the communication and exchange of information for business analysis professionals. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 260 | TotalNbrVolunteers |
| Total Gross UBI | 67416 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 57842 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 620178 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 646388 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 596288 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 974586 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 105 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 67416 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1216571 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1688407 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1161406 | OtherExpensePriorYear |
| Other Expenses Current Year | 1486661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1161406 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1486661 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 55165 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 201746 | RevenuesLessExpensesCY |
| Total Assets BOY | 333865 | TotalAssetsBOY |
| Total Assets EOY | 506416 | TotalAssetsEOY |
| Total Liabilities BOY | 2130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1490 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 331735 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 504926 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The primary exempt purpose of the taxpayer is to develop and maintain international standards for the practice and certification of business analysis. This is accomplished in part through development and distribution of industry standards and competency models and assessments, certification, training, and education endorsement. Additionally the taxpayer provides a forum for the communication and exchange of information for business analysis professionals through meetings, speaking engagements, conferences, and professional website. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 272962 | Expense |
| Revenue | 177998 | Revenue |
| Description | Chapter Meetings and International/National/Regional Conferences - Over thirty-five active unincorporated U.S. chapters conducted regular meetings where industry professionals spoke to members and guests on topics relevant to the organization's exempt purpose. Organization and chapters also organized and coordinated various regional/national/international conferences to provide members and non-members information on industry trends, tools and methods consistent for improving business analysis practices consistent with the organization's exempt purpose. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 223499 | Expense |
| Revenue | 215393 | Revenue |
| Description | Certification Program - program offers Certified Business Analysis Professional (CBAP) certification to members and non-members. Qualified CBAP candidates apply for certification and complete required examination to receive this certification. Certification recognizes individuals for professional competence in the principles and practices of business analysis by peers and employers and promotes the growth and recognition of the field of business analysis. Over 475 U.S.candidates were certified during the tax year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 120588 | Expense |
| Revenue | 547387 | Revenue |
| Description | Membership - program offers membership into the international organization and local chapters. Member benefits provided include discounted fees for Certification exams; access to member's only website information including Body of Knowledge, competency models, job postings, community networks, etc.; member use of IIBA membership logo and trademark; and eligibility to join local chapter for further networking and education opportunities. Over 8,700 members served in the U.S. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 39836 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 581195 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 656885 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Debra Bieg | NamePerson |
| Telephone Number | 4166998088 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 Sandy Plains Rd Ste 240-193 | AddressLine1 |
| City | Marietta | City |
| State | GA | State |
| ZIP Code | 30066 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Winston Young | |||||||
| Board Member | 15.00 | X | X | 0 | 0 | 0 | |
| Teresa Cheung | |||||||
| Board Member | 15.00 | X | 0 | 0 | 0 | ||
| Michael Gladstone | |||||||
| CIO | 45.00 | X | 66422 | 0 | 0 | X | |
| Michael Augello | |||||||
| Board Member | 15.00 | X | 0 | 0 | 0 | ||
| Kitty Hass | |||||||
| Board Member | 15.00 | X | X | 0 | 0 | 0 | |
| Kevin Brennan | |||||||
| VP-Prof Dev | 40.00 | X | 148696 | 0 | 0 | ||
| Kathleen Barret | |||||||
| CEO | 45.00 | X | 162300 | 0 | 0 | X | |
| Ingrid Colquitt | |||||||
| Secretary | 15.00 | X | X | 0 | 0 | 0 | |
| Indy Mitra | |||||||
| Chairman | 15.00 | X | X | 0 | 0 | 0 | |
| Dave Bieg | |||||||
| COO | 45.00 | X | 141300 | 0 | 0 | ||
| Charles Millhollan | |||||||
| Board Member | 15.00 | X | 0 | 0 | 0 | ||
| Brenda Kerton | |||||||
| Board Member | 15.00 | X | 0 | 0 | 0 | ||
| Arie Benaich | |||||||
| Vice Chair | 15.00 | X | X | 0 | 0 | 0 | |
| Alain Arseneault | |||||||
| Board Member | 15.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 518718 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Sandra Micallef Consulting Inc | ||||||||||
| 28 Violetridge Court | Brampton | Ontario | CA | L6P 2W4 | Consulting | 118911 | ||||
| Kevin Brennan | ||||||||||
| 8-265 Van Dusen Blvd | Toronto | Ontario | CA | M8Z 3J2 | VP Professional Dev | 148696 | ||||
| GigiMigi Inc | ||||||||||
| 38 Shoudice Court | Toronto | Ontario | CA | M2L 2S4 | IT Consulting | 179883 | ||||
| Bieg & Associates Inc | ||||||||||
| COO/Accounting | 191199 | 2687 Bonaire Terrace | Marietta | GA | 30066 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 547387 | MembershipDues |
| All Other Contributions | 99001 | AllOtherContributions |
| Total Contributions | 646388 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Meetings & Conferences | 611430 | 177998 | 177998 |
| EEP Program Fees | 611710 | 79625 | 79625 |
| Competency Assessment Inc | 541900 | 32809 | 32809 |
| Certification Fees | 541900 | 215393 | 215393 |
| BABOK Manual Revenues | 519130 | 454613 | 454613 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14148 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14148 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 974586 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17 | TotalRevenueColumn |
| Exclusion | $17 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Advertising/Job Posting | Description |
| Business Code | 519130 | BusinessCode |
| Total Revenue Column | 67416 | TotalRevenueColumn |
| Unrelated Business Revenue | 67416 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 67416 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1688407 | TotalRevenueColumn |
| Related Or Exempt Function Income | 974586 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 67416 | UnrelatedBusinessRevenue |
| Exclusion | $17 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3736 | Total |
| Management And General | 3736 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2832 | Total |
| Management And General | 2832 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208 | Total |
| Program Services | 208 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Membership Expenses | 120588 | 120588 | |
| Meeting/Conf Expenses | 272962 | 272962 | |
| International Admin Exp Alloc | 873363 | 873363 | |
| Competency Assess Exp | 30148 | 30148 | |
| Certification Program Expenses | 223499 | 223499 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -40675 | Total |
| Program Services | 9688 | ProgramServices |
| Management And General | -50363 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486661 | Total |
| Program Services | 657093 | ProgramServices |
| Management And General | 829568 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299821 | BOY |
| EOY | 446657 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64721 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38693 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34044 | BOY |
| EOY | 26028 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 33731 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333865 | BOY |
| EOY | 506416 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2130 | BOY |
| EOY | 1490 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2130 | BOY |
| EOY | 1490 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331735 | BOY |
| EOY | 504926 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331735 | BOY |
| EOY | 504926 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333865 | BOY |
| EOY | 506416 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 201746 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -28555 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 848 | OtherCostOrOtherBasis |
| Depreciation | 329 | Depreciation |
| Book Value | 519 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63873 | OtherCostOrOtherBasis |
| Depreciation | 38364 | Depreciation |
| Book Value | 25509 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26028 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tax Refunds Receivable | Description |
| Book Value | 33731 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 33731 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Credit Card Payable | Description |
| Amount | $1,490 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1490 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 | Identifier |
| Return Reference | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ReturnReference |
| Explanation | Withdrawal of Incorporated Chapters $ -28555 | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 24 | NumberOfEmployees |
| Type Of Activities Conducted | See attached statement. | TypeOfActivitiesConducted |
| Specific Services Provided | See attached statement. | SpecificServicesProvided |
| Total Expenditures | 2392470 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 24 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 24 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2392470 | SubtotalAmountSpent |
| Total Amount Spent | 2392470 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | See Attached Statement. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kathleen Barret | NamePerson |
| Base Compensation Filing Org | 132300 | BaseCompensationFilingOrg |
| Bonus Filing Org | 30000 | BonusFilingOrg |
| Total Compensation Filing Org | 162300 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents and financial statement information is available upon request. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | No review was or will be conducted. |
| Form 990, Part III, Line 2 | Form 990, Part III, Line 2: New Services | Taxpayer completed and began providing its Business Analysis Compentency Model in 2010. See Schedule O for details of Business Analysis Compentency Model Program. Taxpayer also began providing Competency Assessments in 2010. See Schedule O for details of Competency Assessment Prograom. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Chapter Meetings and International/National/Regional Conferences - Over thirty-five active unincorporated U.S. chapters conducted regular meetings where industry professionals spoke to members and guests on topics relevant to the organization's exempt purpose. Organization and chapters also organized and coordinated various regional/national/international conferences to provide members and non-members information on industry trends, tools and methods consistent for improving business analysis practices consistent with the organization's exempt purpose. OTHER PROGRAM SERVICES 5: Business Analysis Body of Knowledge Program (BABOK) - Program involves ongoing documentation of generally accepted practices in the field of business analysis to assist and provide guidance for Business Analysis professionals in their daily work role. The program is responsible for routine updates, accumulation of professional feedback, and distribution of BABOK materials to members and non-members for certification preparation and professional implementation. Over 2,00 online electronic editions and more than 1,500 print editions distributed to U.S. members and non-members. OTHER PROGRAM SERVICES 6: Business Analysis Competency Model Program - Program supporting ongoing documentation of model to assist business analysts in assessing their competencies,identifying areas for professional development and managing career goals.The program is responsible for review, accumulation of professional feedback, and distribution of Competency Model materials to individual and corporate members and non-members for professional use. Over 175 corporate and individual model packages were distributed in the tax year. OTHER PROGRAM SERVICES 7: Competency Assessment Program - Program to assist members and non-members with implementation of BABOK and Competency Model in their business and profession. Consultants representing IIBA review and assess individual and corporate competencies and make recommendations based on the Competency Model guidelines provided by IIBA. Two corporate assessments were provided during the tax year. |
| Client Note 2 - Attachment to Form 990, Schedule F:The taxpayer is a Canadian corporation that has been granted tax-exempt status in the U.S. under IRC Sec 501(c)(6). The taxpayer conducts all program services described on Schedule O from its Canadian location. The taxpayer receives member dues, meeting fees, sponsorships, certification fees and EEP program fees from individuals and businesses in the United States as well as throughout the world. In 2010, the taxpayer also had 39 local chapters functioning in the United States. Each U.S. chapter, if it desires, is responsible for collecting chapter member dues and securing local corporate sponsorships to support its chapter activities in the U.S. No U.S. chapter remits dues or other funds to the Canadian corporation in exchange for its affiliation with the taxpayer.Only U.S. source income and expenses including a U.S. general & administrative expense allocation have been reported on this return, along with U.S. Chapter income and expenses. | ||
| Client Note 1 - Supplemental information related to Form 990, Part VII, Section A:The taxpayer is a Canadian entity with tax-exempt status in the United States under IRC Sec 503(c)(6). In 2010 there were 39 local chapters of the taxpayer functioning in the U.S. Each of these chapters elected local members to serve as officers of the chapter. All local chapter officers were volunteers and did not receive compensation, contributions to employee benefit plans, or expense account allowances from the taxpayer or the local chapter.Attached are schedules listing the U.S. local chapter officers. |
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