Civic Intelligence

Amc Institute

990 • Fiscal year 2015 • EIN 36-6129732

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

Organization ProfileWWW.AMCINSTITUTE.ORG

View Organization Page

19 Mantua RoadMT Royal, NJ 08061

(856) 423-7222

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.35x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.50x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

64th percentile

6.7%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

91st percentile

31%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-1.0%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,438,058

Up $340,498 (+31%) from 2014

Net Assets

Up

$940,018

Up $83,075 (+9.7%) from 2014

Liabilities

Up

$498,040

Up $257,423 (+107%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin64th percentile

Revenue

Down

$990,460

Down $10,375 (-1.0%) from 2014

Expenses

Up

$923,774

Up $144,949 (+19%) from 2014

Net Income

Down

$66,686

Down $155,324 (-70%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $752,577Liabilities 2010: $477,884Net Assets 2010: $274,6932010Assets 2011: $792,530Liabilities 2011: $324,833Net Assets 2011: $467,6972011Assets 2012: $807,907Liabilities 2012: $256,276Net Assets 2012: $551,6312012Assets 2013: $979,388Liabilities 2013: $339,109Net Assets 2013: $640,2792013Assets 2014: $1,097,560Liabilities 2014: $240,617Net Assets 2014: $856,9432014Assets 2015: $1,438,058Liabilities 2015: $498,040Net Assets 2015: $940,0182015Assets 2016: $1,362,637Liabilities 2016: $383,036Net Assets 2016: $979,6012016Assets 2017: $1,843,670Liabilities 2017: $559,831Net Assets 2017: $1,283,8392017Assets 2018: $2,031,631Liabilities 2018: $612,087Net Assets 2018: $1,419,5442018Assets 2019: $2,337,793Liabilities 2019: $674,406Net Assets 2019: $1,663,3872019Assets 2020: $2,411,518Liabilities 2020: $678,265Net Assets 2020: $1,733,2532020Assets 2021: $2,495,204Liabilities 2021: $618,528Net Assets 2021: $1,876,6762021Assets 2022: $2,832,272Liabilities 2022: $1,164,694Net Assets 2022: $1,667,5782022Assets 2023: $3,429,113Liabilities 2023: $1,212,988Net Assets 2023: $2,216,1252023Assets 2024: $4,100,603Liabilities 2024: $1,261,201Net Assets 2024: $2,839,4022024

Highlighted filing

2015

Assets$1,438,058
Liabilities$498,040
Net Assets$940,018
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $761,7092010Expenses 2011: $726,2602011Expenses 2012: $844,4902012Expenses 2013: $893,6012013Revenue 2014: $1,000,835Expenses 2014: $778,825Net Income 2014: $222,0102014Revenue 2015: $990,460Expenses 2015: $923,774Net Income 2015: $66,6862015Revenue 2016: $1,108,074Expenses 2016: $1,103,380Net Income 2016: $4,6942016Revenue 2017: $1,476,445Expenses 2017: $1,238,905Net Income 2017: $237,5402017Revenue 2018: $1,526,695Expenses 2018: $1,336,649Net Income 2018: $190,0462018Revenue 2019: $1,561,654Expenses 2019: $1,409,759Net Income 2019: $151,8952019Revenue 2020: $1,285,341Expenses 2020: $1,311,069Net Income 2020: -$25,7282020Revenue 2021: $1,382,318Expenses 2021: $1,367,468Net Income 2021: $14,8502021Revenue 2022: $1,672,912Expenses 2022: $1,306,818Net Income 2022: $366,0942022Revenue 2023: $1,751,679Expenses 2023: $1,442,965Net Income 2023: $308,7142023Revenue 2024: $2,128,316Expenses 2024: $1,683,818Net Income 2024: $444,4982024

Highlighted filing

2015

Revenue$990,460
Expenses$923,774
Net Income$66,686
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$997,491
Mission and Program Overview

Mission

Promotion of association management companies through education and training

Promotion of association management companies through education and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$663,676$802,603▲ $138,927
Cash and Non-Interest-Bearing Accounts$574,618$592,091▲ $17,473
Prepaid Expenses and Deferred Charges$21,761$33,871▲ $12,110
Accounts Receivable$28,220$9,493▼ $18,727
Total Assets$1,288,275$1,438,058▲ $149,783
Liabilities
Deferred Revenue$318,984$474,890▲ $155,906
Accounts Payable and Accrued Expenses$73,098$23,150▼ $49,948
Total Liabilities$392,082$498,040▲ $105,958
Net Assets / Fund Balance
Unrestricted Net Assets$896,193$940,018▲ $43,825
Total Net Assets Fund Balance$896,193$940,018▲ $43,825
Total Liabilities and Net Assets / Fund Balance$1,288,275$1,438,058▲ $149,783
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Charles T Hall JrChair
Greg SchultzChair-elect
Deidre Gish-panjadaPast Chair
Tina WehmeirCheif Executive Director
Bennett NapierMember
Dana Murphy-loveMember
Denise JacksonMember
J Michael ReitelbachMember
Jeanne SheehyMember
Jonathan StraussMember
Jp GuilbaultMember
Karen WeslohMember
Michael PayneMember
Nick RuffinMember
Pamela H MckennaMember
Trina Camacho-londonMember
Lori GordonSecretary
Fred StringfellowTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Talley Management GroupManagement Services19 MANTUA ROAD, Mt Royal, PA 08061$430,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$969,995
Investment Income
$20,465
Other Revenue
$0
Change in Net Assets
$66,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$990,460
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$276,368
Total Revenue per Audited Statements
$1,266,828
Total Revenue per Form 990
$990,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$923,774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$430,000
Advertising---$203,984
Conferences and Meetings---$136,775
All Other Expenses---$17,494
Office Expenses---$14,128
Fees for Services Accounting---$11,400
Information Technology---$6,363
Other Expenses---$6,000
Fees for Service Investment Mgmnt Fees---$4,211
Fees for Services Other---$2,300
Insurance---$2,100
Total Functional Expenses$0$0$0$923,774

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,223,004
Expenses per Audited Statements$923,774
Total Expenses per Form 990$923,774
Expenses Not Reported on Form 990$299,230
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The association contracted with talley management company to perform management duties. Tina wehmeir, the chief executive officer is employed by talley management group and is compensated through them.”

Form 990, Part VI, Section A, Line 6

“The institute has members. The institute's bylaws provide that only the board of directors shall have the right to vote on any matter under the bylaws, including but not limited to, the right to vote for the election of a director or directors, or on the dispostion of all or substantially all of the assets, or on a dissolution, or on any changes to the articles of incorporation or the bylaws.”

Form 990, Part VI, Section A, Line 7A

“The board of directors establishes the policies governing the conduct of elections. At the annual meeting, a majority of the voting members present and voting shall elect the number of directors as necessary to fill vacancies of directors whose terms expire.”

Form 990, Part VI, Section A, Line 7B

“From time to time, special meetings may be called by the members of the organization to review decisions made by the board of directors.”

Form 990, Part VI, Section B, Line 11

“Electronic draft copies are sent to the executive director of the institute for dissemination to the board of directors with written instructions to review and approve the form in accordance with irs regulations. Written comments and questions by the board, if any are sent to the accountant for response. Otherwise, each board member signs off on the written instruction sheet indicating their approval.”

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

“Members of the board are required to sign a document annually stating they have no conflicts of interest between them and any outside parties that would diminsh their capacity to serve.”

Form 990, Part VI, Section C, Line 19

“Any member of the general public may request to inspect copies of the governing documents, financial statements, conflict of interest policy and form 990 at the mangement's office.”

Filing and Contact Details

Filer

Filer Name
Amc Institute
EIN
36-6129732
Phone
8564237222
Address
19 MANTUA ROAD, MT ROYAL, NJ 08061

Signing Officer

Name
Greg Schultz
Title
Treasurer
Phone
8474809080
Signed
2016-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deidre Gish-panjada
Formed
1964
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
David Jacobson
Phone
2156433900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 1.”

Financial Statement Notes

PART X, LINE 2:

“The institute is exempt from federal and state income taxes under the provisions of internal revenue code section 501(c)(6) and applicable state tax statutes. The institute follows the accounting standard on accounting for uncertainty in income taxes. Under that guidance, the institute may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The institute believes it has no uncertain tax positions for the year ended december 31, 2015.”

Raw XML AppendixShowing 400 of 432 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/AccountsPayableAccrExpnssGrp/BOYAmt073098
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023150
IRS990/AccountsReceivableGrp/BOYAmt028220
IRS990/AccountsReceivableGrp/EOYAmt09493
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING.
IRS990/AdvertisingGrp/TotalAmt0203984
IRS990/AllOtherExpensesGrp/TotalAmt017494
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TALLEY MANAGEMENT COMPANY
IRS990/BooksInCareOfDetail/PhoneNum08564237222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019 MANTUA ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MT ROYAL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008061
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0574618
IRS990/CashNonInterestBearingGrp/EOYAmt0592091
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0136775
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0430000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt019 MANTUA ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MT ROYAL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd008061
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TALLEY MANAGEMENT GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020465
IRS990/CYOtherExpensesAmt0923774
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0969995
IRS990/CYRevenuesLessExpensesAmt066686
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0923774
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0990460
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0318984
IRS990/DeferredRevenueGrp/EOYAmt0474890
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDING EDUCATION, KNOWLEDGE EXCHANGE AND PEER NETWORKING OPPORTUNITIES THAT SERVE THE BUSINESS NEEDS OF MEMBER COMPANIES AND ENHANCE THEIR ABILITY TO DELIVER QUALITY SERVICES AND VALUE TO THEIR CLIENT ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011400
IRS990/FeesForServicesManagementGrp/TotalAmt0430000
IRS990/FeesForServicesOtherGrp/TotalAmt02300
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04211
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt1740.00
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/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0DEIDRE GISH-PANJADA
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES T HALL JR
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3FRED STRINGFELLOW
IRS990/Form990PartVIISectionAGrp/PersonNm4LORI GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm5PAMELA H MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm6DANA MURPHY-LOVE
IRS990/Form990PartVIISectionAGrp/PersonNm7J MICHAEL REITELBACH
IRS990/Form990PartVIISectionAGrp/PersonNm8NICK RUFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm9JEANNE SHEEHY
IRS990/Form990PartVIISectionAGrp/PersonNm10JONATHAN STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm12TRINA CAMACHO-LONDON
IRS990/Form990PartVIISectionAGrp/PersonNm13JP GUILBAULT
IRS990/Form990PartVIISectionAGrp/PersonNm14DENISE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm15BENNETT NAPIER
IRS990/Form990PartVIISectionAGrp/PersonNm16KAREN WESLOH
IRS990/Form990PartVIISectionAGrp/PersonNm17TINA WEHMEIR
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/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHEIF EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0369
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07400
IRS990/GrossReceiptsAmt0997491
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt06363
IRS990/InsuranceGrp/TotalAmt02100
IRS990/InvestmentIncomeGrp/ExclusionAmt020096
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020096
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0663676
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0802603
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07031
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0896193
IRS990/NetAssetsOrFundBalancesEOYAmt0940018
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0369
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0369
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-22862
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt014128
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP
IRS990/OtherExpensesGrp/Desc1BANK CHARGES AND SERVIC
IRS990/OtherExpensesGrp/Desc2STANDARDS DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3BENCHMARKING
IRS990/OtherExpensesGrp/TotalAmt054149
IRS990/OtherExpensesGrp/TotalAmt128613
IRS990/OtherExpensesGrp/TotalAmt26257
IRS990/OtherExpensesGrp/TotalAmt36000
IRS990/OtherInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021761
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033871
IRS990/PrincipalOfficerNm0DEIDRE GISH-PANJADA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc2ACCREDITATION
IRS990/ProgramServiceRevenueGrp/Desc3MARKETING
IRS990/ProgramServiceRevenueGrp/Desc4BENCHMARKING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0683370
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1214585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt320375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0683370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1214585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4390
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04841
IRS990/PYOtherExpensesAmt0404804
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0433867
IRS990/PYRevenuesLessExpensesAmt033904
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0404804
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0438708
IRS990/ReconcilationRevenueExpnssAmt066686
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0299230
IRS990ScheduleD/DonatedServicesUseFcltsAmt0299230
IRS990ScheduleD/ExpensesNotReportedAmt0299230
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0923774
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-22862
IRS990ScheduleD/RevenueNotReportedAmt0276368
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0990460
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(6) AND APPLICABLE STATE TAX STATUTES. THE INSTITUTE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE INSTITUTE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0923774
IRS990ScheduleD/TotalRevenuePerForm990Amt0990460
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01266828
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01223004
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION CONTRACTED WITH TALLEY MANAGEMENT COMPANY TO PERFORM MANAGEMENT DUTIES. TINA WEHMEIR, THE CHIEF EXECUTIVE OFFICER IS EMPLOYED BY TALLEY MANAGEMENT GROUP AND IS COMPENSATED THROUGH THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTE HAS MEMBERS. THE INSTITUTE'S BYLAWS PROVIDE THAT ONLY THE BOARD OF DIRECTORS SHALL HAVE THE RIGHT TO VOTE ON ANY MATTER UNDER THE BYLAWS, INCLUDING BUT NOT LIMITED TO, THE RIGHT TO VOTE FOR THE ELECTION OF A DIRECTOR OR DIRECTORS, OR ON THE DISPOSTION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, OR ON A DISSOLUTION, OR ON ANY CHANGES TO THE ARTICLES OF INCORPORATION OR THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS. AT THE ANNUAL MEETING, A MAJORITY OF THE VOTING MEMBERS PRESENT AND VOTING SHALL ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FROM TIME TO TIME, SPECIAL MEETINGS MAY BE CALLED BY THE MEMBERS OF THE ORGANIZATION TO REVIEW DECISIONS MADE BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE INSTITUTE FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY ARE SENT TO THE ACCOUNTANT FOR RESPONSE. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET INDICATING THEIR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT ANNUALLY STATING THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINSH THEIR CAPACITY TO SERVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANY MEMBER OF THE GENERAL PUBLIC MAY REQUEST TO INSPECT COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AT THE MANGEMENT'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01288275
IRS990/TotalAssetsEOYAmt01438058
IRS990/TotalAssetsGrp/BOYAmt01288275
IRS990/TotalAssetsGrp/EOYAmt01438058
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0923774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0392082
IRS990/TotalLiabilitiesEOYAmt0498040
IRS990/TotalLiabilitiesGrp/BOYAmt0392082
IRS990/TotalLiabilitiesGrp/EOYAmt0498040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0896193
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0940018
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0969995
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020465
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0969995
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0990460
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01288275
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01438058
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0896193
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0940018
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019 MANTUA ROAD
IRS990/USAddress/CityNm0MT ROYAL
IRS990/USAddress/StateAbbreviationCd0NJ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,438,058
Liabilities
$498,040
Net assets
$940,018
Revenue
$990,460
Expenses
$923,774
Net income
$66,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$1.26$2.84$2.13$1.68$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$1.21$2.22$1.75$1.44$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.83$1.16$1.67$1.67$1.31$0.37
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.62$1.88$1.38$1.37$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.68$1.73$1.29$1.31$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.67$1.66$1.56$1.41$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.61$1.42$1.53$1.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.56$1.28$1.48$1.24$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.38$0.98$1.11$1.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.50$0.94$0.99$0.92$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.24$0.86$1.00$0.78$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.34$0.64$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.26$0.55$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.32$0.47$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.48$0.27$0.76