Civic Intelligence

The Moving and Storage Institute

EIN 31-1742074 • 501(c)3 • Washington, DC

Profile

To foster educational opportunities for individuals in the moving and storage industry, facilitate the development of industry education and certification programs, and to cultivate a broader understanding and appreciation of the transportation of household goods moving and warehousing.

80 M Street SE 800Washington, DC 20003

www.promover.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,405,113

Up $482,505 (+52%) from 2022

Liabilities

Down

$0

Down $838 (-100%) from 2022

Net Assets

Up

$1,405,113

Up $483,343 (+52%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Down

$177,152

Down $42,963 (-20%) from 2022

Expenses

Down

$92,882

Down $431 (-0.5%) from 2022

Net Income

Down

$84,270

Down $42,532 (-34%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $483,622Liabilities 2014: $0Net Assets 2014: $483,6222014Assets 2015: $493,274Liabilities 2015: $0Net Assets 2015: $493,2742015Assets 2016: $583,078Liabilities 2016: $45,203Net Assets 2016: $537,8752016Assets 2017: $669,761Liabilities 2017: $10,000Net Assets 2017: $659,7612017Assets 2018: $636,318Liabilities 2018: $3,000Net Assets 2018: $633,3182018Assets 2019: $837,562Liabilities 2019: $4,588Net Assets 2019: $832,9742019Assets 2020: $933,187Liabilities 2020: $0Net Assets 2020: $933,1872020Assets 2021: $1,018,203Liabilities 2021: $70Net Assets 2021: $1,018,1332021Assets 2022: $922,608Liabilities 2022: $838Net Assets 2022: $921,7702022Assets 2024: $1,405,113Liabilities 2024: $0Net Assets 2024: $1,405,1132024

Highlighted filing

2024

Assets$1,405,113
Liabilities$0
Net Assets$1,405,113
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $96,608Expenses 2014: $82,217Net Income 2014: $14,3912014Revenue 2015: $106,115Expenses 2015: $70,593Net Income 2015: $35,5222015Revenue 2016: $156,295Expenses 2016: $127,387Net Income 2016: $28,9082016Revenue 2017: $112,174Expenses 2017: $72,605Net Income 2017: $39,5692017Revenue 2018: $84,292Expenses 2018: $65,494Net Income 2018: $18,7982018Revenue 2019: $174,356Expenses 2019: $73,210Net Income 2019: $101,1462019Revenue 2020: $12,682Expenses 2020: $43,479Net Income 2020: -$30,7972020Revenue 2021: $11,270Expenses 2021: $64,936Net Income 2021: -$53,6662021Revenue 2022: $220,115Expenses 2022: $93,313Net Income 2022: $126,8022022Revenue 2024: $177,152Expenses 2024: $92,882Net Income 2024: $84,2702024

Highlighted filing

2024

Revenue$177,152
Expenses$92,882
Net Income$84,270
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,405,113
Liabilities
$0
Net assets
$1,405,113
Revenue
$177,152
Expenses
$92,882
Net income
$84,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.18$0.09$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.22$0.09$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.01$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.01$0.04$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.83$0.17$0.07$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.63$0.08$0.07$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.01$0.66$0.11$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.05$0.54$0.16$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.10$0.08$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$224,225
Mission and Program Overview

Mission

To foster educational opportunities for individuals in the moving and storage industry, facilitate the development of industry education and certification programs, and to cultivate a broader understanding and appreciation of the transportation of household goods, moving, and warehousing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$878,496$1,049,513▲ $171,017
Investments Other Securities$117,705$249,570▲ $131,865
Savings and Temporary Cash Investments$213,291$113,705▼ $99,586
Cash and Non-Interest-Bearing Accounts$1,086$4,224▲ $3,138
Prepaid Expenses and Deferred Charges$4,007$4,007→ $0
Total Assets$1,218,728$1,405,113▲ $186,385
Other Assets Total$4,143$-15,906▼ $20,049
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,101,690$1,289,863▲ $188,173
Net Assets With Donor Restrictions$117,038$115,250▼ $1,788
Total Net Assets Fund Balance$1,218,728$1,405,113▲ $186,385
Total Liabilities and Net Assets / Fund Balance$1,218,728$1,405,113▲ $186,385

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$249,570--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$117,038-▼ $1,788-$115,250
2023$115,250-▲ $1,788-$117,038
2022$118,442-▲ $1,513-$115,250
2021$117,146-▲ $1,296-$118,442
2020$116,712-▲ $1,656-$117,146
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Steve MckennaChairman
Aj SchneiderDirector
Brian SchaefferDirector
Charles DucasDirector
Chris HigdonDirector
David MarxDirector
David SabadaDirector
Griselda GonzalezDirector
Heather ParainoDirector
Jack DonovanDirector
Jack GriffinDirector
Jason PottsDirector
John D MorrissetteDirector
Pam StanleyDirector
Patricia MclaughlinDirector
Steve WeitekampDirector
Mark DoyleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,710
Program Service Revenue
$0
Investment Income
$104,320
Other Revenue
$-878
All Other Contributions
$45,800
Change in Net Assets
$84,270

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table28$23,960Fair Market Value (FMV)
Total Noncash Contributions28$23,960-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,000
Other Expenses$44,882
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$48,000--$48,000
Fees for Services Management$17,500$17,500-$35,000
Fees for Services Other$7,128--$7,128
Fees for Services Accounting-$1,986-$1,986
Insurance-$768-$768
Total Functional Expenses$72,628$20,254$0$92,882
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$878
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$27,910-$878-
Total Events$27,910-$878$-878
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The institute has entered into a management agreement with the american trucking associations.”

Form 990, Part VI, Section B, Line 11B

“The budget, finance, and audit committee within the board of directors receives a copy of the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The institute monitors and reviews its purchasing practices as well as the makeup of its board of directors to ensure that any potential conflicts of interest are disclosed and evaluated appropriately.”

Form 990, Part VI, Section C, Line 18

“The institute's form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Moving and Storage Institute
EIN
31-1742074
Phone
7038381959
Address
80 M STREET SE 800, WASHINGTON, DC 20003

Signing Officer

Name
Steve Mckenna
Title
Chair
Phone
7038381959
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mckenna
Formed
2000
Legal Domicile
Dc
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew E Young CPA
Phone
7035351200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Income from the institute's endowment funds is utilized to fund scholarships and other programs as part of the institute's overall mission.”

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FOSTER EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE MOVING AND STORAGE INDUSTRY, FACILITATE THE DEVELOPMENT OF INDUSTRY EDUCATION AND CERTIFICATION PROGRAMS, AND TO CULTIVATE A BROADER UNDERSTANDING AND APPRECIATION OF THE TRANSPORTATION OF HOUSEHOLD GOODS, MOVING, AND WAREHOUSING.
IRS990/AllOtherContributionsAmt045800
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07038381959
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt080 M STREET SE 800
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020003
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01086
IRS990/CashNonInterestBearingGrp/EOYAmt04224
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt027910
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt073710
IRS990/CYGrantsAndSimilarPaidAmt048000
IRS990/CYInvestmentIncomeAmt0104320
IRS990/CYOtherExpensesAmt044882
IRS990/CYOtherRevenueAmt0-878
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt084270
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt092882
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0177152
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SCHOLARSHIPS: THE INSTITUTE FOSTERS EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE MOVING AND STORAGE INDUSTRY TO INCREASE THEIR KNOWLEDGE OF PRACTICES AND METHODS IN THE INDUSTRY AND TO INCREASE THEIR INDIVIDUAL CAPACITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0117038
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0115250
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt055128
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01986
IRS990/FeesForServicesAccountingGrp/TotalAmt01986
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt017500
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt017500
IRS990/FeesForServicesManagementGrp/TotalAmt035000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07128
IRS990/FeesForServicesOtherGrp/TotalAmt07128
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm2JACK DONOVAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES DUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm4GRISELDA GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS HIGDON
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID MARX
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICIA MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN D MORRISSETTE
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER PARAINO
IRS990/Form990PartVIISectionAGrp/PersonNm11JASON POTTS
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID SABADA
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIAN SCHAEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm14AJ SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm15PAM STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE WEITEKAMP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt027910
IRS990/FundraisingDirectExpensesAmt0878
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt078001
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt048000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt048000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt048000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0124196
IRS990/GrossReceiptsAmt0224225
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0768
IRS990/InsuranceGrp/TotalAmt0768
IRS990/InvestmentIncomeGrp/ExclusionAmt026319
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026319
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0117705
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0249570
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0878496
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01049513
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046195
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS IN THE MOVING AND STORAGE INDUSTRY, FACILITATE THE DEVELOPMENT OF INDUSTRY EDUCATION AND CERTIFICATION PROGRAMS, AND TO CULTIVATE A BROADER UNDERSTANDING AND APPRECIATION OF THE TRANSPORTATION OF HOUSEHOLD GOODS, MOVING, AND WAREHOUSING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01218728
IRS990/NetAssetsOrFundBalancesEOYAmt01405113
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078001
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078001
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-878
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-878
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0102115
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01101690
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01289863
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt023960
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04143
IRS990/OtherAssetsTotalGrp/EOYAmt0-15906
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04007
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04007
IRS990/PrincipalOfficerNm0STEVE MCKENNA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INDUSTRY EDUCATION AND CERTIFICATION: THE INSTITUTE HAS SUPPORTED FINANCIAL MANAGEMENT EDUCATION PROGRAMS AND REGIONAL PROFESSIONAL TRAINING EVENTS, AMONG OTHER PROGRAMS, TO DELIVER A RANGE OF INDUSTRY-SPECIFIC TRAINING TO INDIVIDUAL MOVERS AND COMPANIES IN COORDINATION WITH THE AMERICAN MOVING AND STORAGE ASSOCIATION, THE INSTITUTE'S PARENT ORGANIZATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0200591
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt039000
IRS990/PYInvestmentIncomeAmt058450
IRS990/PYOtherExpensesAmt043585
IRS990/PYOtherRevenueAmt0-2327
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0174129
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt082585
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0256714
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt084270
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0213291
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113705
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0126500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0124500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0261000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0200591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0171035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0445336
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037703
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012682
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0146424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0146424
IRS990ScheduleA/InvestmentIncomeCYPct00.22390
IRS990ScheduleA/InvestmentIncomePYPct00.21050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.36170
IRS990ScheduleA/PublicSupportPY509Pct00.37850
IRS990ScheduleA/PublicSupportTotal509Amt0236556
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0126500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0124500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0271000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt010000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0214391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0219455
IRS990ScheduleA/Total509Grp/TotalAmt0507556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0272841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0257158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012682
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0653980
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0117038
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0115250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0115250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0117038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01788
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0118442
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0115250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0117146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0118442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01296
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0116712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0117146
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01222
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01656
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0249570
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THE INSTITUTE'S ENDOWMENT FUNDS IS UTILIZED TO FUND SCHOLARSHIPS AND OTHER PROGRAMS AS PART OF THE INSTITUTE'S OVERALL MISSION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0249570
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027910
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027910
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0878
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AND LIVE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027910
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-878
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0878
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt048000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0ACTUAL COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE MAINTAINS AND MONITORS ITS SCHOLARSHIP AWARD PROCESS THROUGH AN AGREEMENT WITH SCHOLARSHIP AMERICA, IN WHICH SCHOLARSHIPS ARE AWARDED TO DESERVING STUDENTS PLANNING TO PURSUE A COURSE OF STUDY THAT WOULD MAKE AN IMPACT ON THE MOVING AND STORAGE INDUSTRY. SELECTION IS MADE WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, GENDER, DISABILITY, OR NATIONAL ORIGIN.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt028
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0ITEMS FOR AUCTION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.