Civic Intelligence

Meritas Inc

990 • Fiscal year 2017 • EIN 41-1680234

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 01, 2018

800 HENNEPIN AVENUE Suite 600Minneapolis, MN 55403

(612) 339-8680

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.49x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.45x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

59th percentile

5.9%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

97th percentile

$475,241

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

3.3%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,842,932

Up $286,634 (+8.1%) from 2016

Net Assets

Up

$1,971,519

Up $245,366 (+14%) from 2016

Liabilities

Up

$1,871,413

Up $41,268 (+2.3%) from 2016

Revenue

Up

$4,188,234

Up $134,043 (+3.3%) from 2016

Expenses

Down

$3,942,868

Down $108,728 (-2.7%) from 2016

Net Income

Up

$245,366

Up $242,771 (+9355%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,647,498Liabilities 2011: $1,910,751Net Assets 2011: $1,736,7472011Assets 2012: $3,572,881Liabilities 2012: $1,935,533Net Assets 2012: $1,637,3482012Assets 2013: $3,456,718Liabilities 2013: $1,894,500Net Assets 2013: $1,562,2182013Assets 2014: $3,517,013Liabilities 2014: $1,846,083Net Assets 2014: $1,670,9302014Assets 2015: $3,606,029Liabilities 2015: $1,882,471Net Assets 2015: $1,723,5582015Assets 2016: $3,556,298Liabilities 2016: $1,830,145Net Assets 2016: $1,726,1532016Assets 2017: $3,842,932Liabilities 2017: $1,871,413Net Assets 2017: $1,971,5192017Assets 2018: $3,964,447Liabilities 2018: $1,849,100Net Assets 2018: $2,115,3472018Assets 2019: $3,947,326Liabilities 2019: $1,865,691Net Assets 2019: $2,081,6352019Assets 2020: $4,261,942Liabilities 2020: $1,839,233Net Assets 2020: $2,422,7092020Assets 2021: $4,826,395Liabilities 2021: $1,883,253Net Assets 2021: $2,943,1422021Assets 2022: $5,178,417Liabilities 2022: $1,980,751Net Assets 2022: $3,197,6662022Assets 2023: $5,463,855Liabilities 2023: $2,066,724Net Assets 2023: $3,397,1312023Assets 2024: $5,687,080Liabilities 2024: $2,101,042Net Assets 2024: $3,586,0382024

Highlighted filing

2017

Assets$3,842,932
Liabilities$1,871,413
Net Assets$1,971,519

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,043,971Expenses 2011: $3,868,979Net Income 2011: $174,9922011Revenue 2012: $4,043,466Expenses 2012: $4,142,865Net Income 2012: -$99,3992012Revenue 2013: $4,160,431Expenses 2013: $4,235,561Net Income 2013: -$75,1302013Revenue 2014: $4,142,992Expenses 2014: $4,034,280Net Income 2014: $108,7122014Revenue 2015: $3,983,579Expenses 2015: $3,930,951Net Income 2015: $52,6282015Revenue 2016: $4,054,191Expenses 2016: $4,051,596Net Income 2016: $2,5952016Revenue 2017: $4,188,234Expenses 2017: $3,942,868Net Income 2017: $245,3662017Revenue 2018: $4,221,473Expenses 2018: $4,077,645Net Income 2018: $143,8282018Revenue 2019: $4,255,175Expenses 2019: $4,288,887Net Income 2019: -$33,7122019Revenue 2020: $3,527,860Expenses 2020: $3,186,787Net Income 2020: $341,0732020Revenue 2021: $3,491,008Expenses 2021: $2,970,575Net Income 2021: $520,4332021Revenue 2022: $4,193,238Expenses 2022: $3,938,713Net Income 2022: $254,5252022Revenue 2023: $4,671,906Expenses 2023: $4,472,441Net Income 2023: $199,4652023Revenue 2024: $4,464,463Expenses 2024: $4,275,556Net Income 2024: $188,9072024

Highlighted filing

2017

Revenue$4,188,234
Expenses$3,942,868
Net Income$245,366
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 1, 2018
Return Version
2017v2.3
Gross Receipts
$4,188,234
Mission and Program Overview

Mission

The meritas mission is to serve its members - approximately 200 law firms - by connecting consumers and providers of high quality legal services globally. Meritas achieves this mission by building relationships between its members, providing educational programs for its members, implementing a rigorous quality assurance program for its members and informing consumers of legal services about meritas and its benefits through various marketing initiatives.

Meritas is a global network of independent law firms working together to provide businesses with qualified legal expertise & law firms a safe place to refer clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,453,665$1,759,133▲ $305,468
Accounts Receivable$1,219,600$1,278,222▲ $58,622
Cash and Non-Interest-Bearing Accounts$525,750$445,162▼ $80,588
Prepaid Expenses and Deferred Charges$122,622$238,815▲ $116,193
Land, Buildings, and Equipment, Net$234,661$121,600▼ $113,061
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,556,298$3,842,932▲ $286,634
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,750,248$1,790,789▲ $40,541
Accounts Payable and Accrued Expenses$79,897$80,624▲ $727
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,830,145$1,871,413▲ $41,268
Net Assets / Fund Balance
Unrestricted Net Assets$1,726,153$1,971,519▲ $245,366
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,726,153$1,971,519▲ $245,366
Total Liabilities and Net Assets / Fund Balance$3,556,298$3,842,932▲ $286,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$87,747$570,500$658,247
Equipment$33,853$251,561$285,414
Leasehold Improvements-$29,871$29,871
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
See Attached ScheduleVarious-$475,241$40,356$515,597
Dawn IacarellaUS & Canada Regional DirectorFT$180,250$13,276$193,526
Kim HeinrichDirector of Global MarketingFT$141,792-$141,792

Highest Paid Contractors

ContractorServicesLocationCompensation
Michael FaulknerMember Relations24 GEORGE WASHINGTON ST FLR 3 OFF, Sofia, 0, Bu$168,566
Quentin VaileMember Relations53 NECTON ROAD, Wheathampstead, ST ALBANS, HERTFO, Uk$130,695
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,185,314
Investment Income
$2,920
Other Revenue
$0
Change in Net Assets
$245,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,459,639
Salaries, Compensation, and Employee Benefits$1,483,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$771,827
Current Officers, Directors, Trustees, and Key Employees---$515,597
Fees for Services Other---$301,485
Advertising---$202,921
Office Expenses---$194,534
Information Technology---$193,439
Travel---$171,335
Occupancy---$141,126
Depreciation Depletion---$138,725
Other Employee Benefits---$94,261
Payroll Taxes---$84,443
Other Expenses---$48,396
Conferences and Meetings---$19,632
Pension Plan Contributions---$17,101
Fees for Services Accounting---$8,900
Insurance---$8,676
Fees for Services Legal---$8,241
All Other Expenses---$2,847
Total Functional Expenses$0$0$0$3,942,868
International Activity

International Summary

Employees
6
Spending
$746,021

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesMarketing & Bus. Dev.-2$449,771
East Asia and the PacificProgram ServicesMarketing & Bus. Dev.-3$189,470
Sub-Saharan AfricaProgram ServicesMarketing & Bus. Dev.-1$49,102
North AmericaProgram ServicesMarketing & Bus. Dev.-0$33,684
Central America and the CaribbeanProgram ServicesMarketing & Bus. Dev.-0$23,994
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$0
Total Nondeductible Lobbying and Political Cost$0
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

Part VI, Section C, Line 19

No documents are available to the public: all bylaws and policies are available to the general membership via the "members only" portal of the website.

PART VI, SECTION B, POLICIES, QUESTION 11B

The process used by the organization to review this form 990: the governing body delegated the review of the 990 to the finance committee. This form 990 was sent electronically to the finance committee for review with final approval given at a finance committee meeting. A copy of the 990 will be sent to the board after it is approved by the finance committee, but prior to filing the return.

PART VI, SECTION B, POLICIES, QUESTION 12C

Conflict of interest disclosure forms are completed each year for new board of director members, officers and directors.

Filing and Contact Details

Filer

Filer Name
Meritas Inc
EIN
41-1680234
In Care Of
% LAUREN BURNHAM
Phone
6123398680
Address
800 HENNEPIN AVENUE Suite 600, MINNEAPOLIS, MN 55403

Signing Officer

Name
Tanna Moore
Title
President & CEO
Phone
6126040080
Signed
2018-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tanna Moore
Formed
1990
Legal Domicile
Mn
Voting Board Members
22
Independent Board Members
21
Employees
15
Volunteers
0

Preparer

Firm
Ritz & Associates Pa
Address
3601 MINNESOTA DRIVE SUITE 510, BLOOMINGTON, MN 55435
Preparer
Steven Barthe
Phone
9528971477
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IRS990/MissionDesc0FOUNDED IN 1990, MERITAS, INC. IS A GLOBAL ALLIANCE OF INDEPENDENT LAW FIRMS WORKING COLLABORATIVELY TO PROVIDE BUSINESSES WITH QUALIFIED LEGAL EXPERTISE AND LAW FIRMS WITH A SAFE PLACE TO REFER CLIENTS. MERITAS IS THE ONLY LAW FIRM ALLIANCE WITH AN ESTABLISHED AND COMPREHENSIVE MEANS OF MONITORING AND ENHANCING THE QUALITY OF ITS MEMBERS FIRMS. MERITAS MEMBERSHIP IS EXTENDED BY INVITATION ONLY, AND FIRMS ARE REGULARLY ASSESSED FOR THE BREADTH OF THEIR PRACTICE EXPERTISE AND CLIENT SATISFACTION.
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094261
IRS990/OtherExpensesGrp/Desc0MEETINGS
IRS990/OtherExpensesGrp/Desc1CONFERENCES/TRADESHOWS
IRS990/OtherExpensesGrp/Desc2RECRUITING/ORIENTATION
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP SERVICES RETENTION
IRS990/OtherExpensesGrp/TotalAmt0619081
IRS990/OtherExpensesGrp/TotalAmt1134248
IRS990/OtherExpensesGrp/TotalAmt2266053
IRS990/OtherExpensesGrp/TotalAmt348396
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0771827
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt084443
IRS990/PensionPlanContributionsGrp/TotalAmt017101
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122622
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0238815
IRS990/PrincipalOfficerNm0TANNA MOORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP MEETING
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0678763
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13506551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0678763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13506551
IRS990/ProgSrvcAccomActy2Grp/Desc0MARKETING: Marketing at Meritas includes the Meritas web site, a public relations program, tradeshow appearances and sponsorships as well as publications. The objective of marketing is to create awareness of the Meritas organization among prospective clients of Meritas firms.
IRS990/ProgSrvcAccomActy3Grp/Desc0REGIONAL MEMBER SUPPORT: Regional member support involves the development and management of initiatives that facilitate member engagement, leadership and planning and the sharing of information and best practices. Member firms are supported through the planning, execution and follow-up of these regional initiatives.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05887
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02570544
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04048304
IRS990/PYRevenuesLessExpensesAmt02595
IRS990/PYSalariesCompEmpBnftPaidAmt01481052
IRS990/PYTotalExpensesAmt04051596
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04054191
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0245366
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01453665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01759133
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt00
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt03506551
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt00
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt00
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt033853
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0251561
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0285414
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt029871
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt029871
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt087747
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0570500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0658247
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0121600
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt12
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt33
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt41
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt033684
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1449771
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt223994
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt3189470
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt449102
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4Sub-Saharan Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MARKETING & BUS. DEV.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1MARKETING & BUS. DEV.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2MARKETING & BUS. DEV.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3MARKETING & BUS. DEV.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4MARKETING & BUS. DEV.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4Program Services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt06
IRS990ScheduleF/SubtotalSpentAmt0746021
IRS990ScheduleF/TotalEmployeeCnt06
IRS990ScheduleF/TotalSpentAmt0746021
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0475241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1180250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt15668
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt17608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SEE ATTACHED SCHEDULE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAWN IACARELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VARIOUS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1US & CANADA REGIONAL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0515597
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1193526
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC: ALL BYLAWS AND POLICIES ARE AVAILABLE TO THE GENERAL MEMBERSHIP VIA THE "MEMBERS ONLY" PORTAL OF THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: THE GOVERNING BODY DELEGATED THE REVIEW OF THE 990 TO THE FINANCE COMMITTEE. THIS FORM 990 WAS SENT ELECTRONICALLY TO THE FINANCE COMMITTEE FOR REVIEW WITH FINAL APPROVAL GIVEN AT A FINANCE COMMITTEE MEETING. A COPY OF THE 990 WILL BE SENT TO THE BOARD AFTER IT IS APPROVED BY THE FINANCE COMMITTEE, BUT PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED EACH YEAR FOR NEW BOARD OF DIRECTOR MEMBERS, OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, POLICIES, QUESTION 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, POLICIES, QUESTION 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03556298
IRS990/TotalAssetsEOYAmt03842932
IRS990/TotalAssetsGrp/BOYAmt03556298
IRS990/TotalAssetsGrp/EOYAmt03842932
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/TotalAmt03942868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01830145
IRS990/TotalLiabilitiesEOYAmt01871413
IRS990/TotalLiabilitiesGrp/BOYAmt01830145
IRS990/TotalLiabilitiesGrp/EOYAmt01871413
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01726153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01971519

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$2.10$3.59$4.46$4.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.46$2.07$3.40$4.67$4.47$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$1.98$3.20$4.19$3.94$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.83$1.88$2.94$3.49$2.97$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.26$1.84$2.42$3.53$3.19$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.95$1.87$2.08$4.26$4.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.96$1.85$2.12$4.22$4.08$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.84$1.87$1.97$4.19$3.94$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.56$1.83$1.73$4.05$4.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.61$1.88$1.72$3.98$3.93$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.52$1.85$1.67$4.14$4.03$0.11
2013Summary only. Only limited summary data is available for this year.$3.46$1.89$1.56$4.16$4.24$0.08
2012Summary only. Only limited summary data is available for this year.$3.57$1.94$1.64$4.04$4.14$0.10
2011Summary only. Only limited summary data is available for this year.$3.65$1.91$1.74$4.04$3.87$0.17