American Society Of Heating Refrigerating & A-C Engineers in Albany, New York (NY)

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American Society Of Heating Refrigerating & A-C Engineers
Employer Identification Number (EIN)135675095
Name of OrganizationAmerican Society Of Heating Refrigerating & A-C Engineers
In Care of NameASHRAE Northeast
AddressPo Box 13933, Albany, NY 12212
ActivitiesScientific research (diseases)
SubsectionEducational Organization, Scientific Organization
Ruling Date11/1973
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2013
Assets$0
Income$0
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$16,471,976
Amount of Income$25,006,078
Form 990 Revenue Amount$25,006,078
National Taxonomy of Exempt Entities (NTEE)Community Improvement, Capacity Building: Promotion of Business


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Amount of income in 2013: $25,006,078
American Society Of Heating Refrigerating & A-C Engineers: 

 $25,006,078
Other organizations performing similar types of work: 

 $1,135,572

Assets in 2013: $16,471,976
This organization: 

 $16,471,976
Other organizations performing similar types of work: 

 $1,313,154

Expenses in 2013: $25,825,041
American Society Of Heating Refrigerating & A-C Engineers: 

 $25,825,041
Other organizations performing similar types of work: 

 $895,505

Income to expenses ratio in 2013: 1.0
American Society Of Heating Refrigerating & A-C Engineers: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 75.0%
This organization: 

 75.0%
Other organizations performing similar types of work: 

 0.0%

Number of employees in 2013: 117
This organization: 

 117
Other organizations performing similar types of work: 

 7

Employees paid over $100,000 in 2013: 10.3%
This organization: 

 10.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 6.9%
This organization: 

 6.9%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?YesYes
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
20122013
The number reported in Box 3 of Form 109696101
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return117117
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?YesYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0
Gross receipts for public use of club facilities $0$0
Gross income from members or shareholders$0$0
Gross income from other sources$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,405,326$1,228,254
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$150,819$99,248
Total number of individuals who received more than $100,000 of reportable compensation from the organization97
Total number of independent contractors who received more than $100,000 of compensation from the organization55
Statement of Revenue
20122013
Total revenue$26,474,930$25,131,633
Contributions, Gifts, Grants and Other Similar Amounts$1,866,593$1,738,133
Program Service Revenue$19,307,151$17,938,330
541900$7,057,728$7,221,857
541900$4,282,110$4,066,145
541900$4,179,361$3,323,356
541900$2,660,096$2,807,706
541900$1,127,856$519,266
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$258,306$399,883
Income from investment of tax-exempt bond proceeds$0$0
Royalties$0$0
Net rental income$0$0
Net gain/loss from sales of assets other than inventory$-7,958$490,293
Gross amount from sales of assets other than inventory (Securities / Other)$4,134,735 / $0$9,007,137 / $0
Less: cost or other basis and sales expenses (Securities / Other)$4,142,693 / $0$8,516,844 / $0
Gain or (loss) (Securities / Other)$-7,958 / $0$490,293 / $0
Net income/loss from fundraising events$0$0
Net income/loss from gaming activities$0$0
Net income/loss from sales of inventory$0$0
Miscellaneous Revenue$5,050,838$4,564,994
541800$4,318,343$4,400,854
541900$447,939$164,140
All other revenue$91,676$0
Statement of Functional Expenses
20122013
Total functional expenses$26,576,631$25,825,041
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$29,650$47,279
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$35,350$45,267
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,121,232$1,096,351
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$5,811,537$6,232,419
Pension plan accruals and contributions$491,241$489,746
Other employee benefits$0$0
Payroll taxes$1,676,882$1,808,452
Fees for services (non-employees)
Management$0$0
Legal$708,823$708,823
Accounting$53,150$53,150
Lobbying$0$0
Professional fundraising services$0$0
Investment management fees$39,618$43,331
Other$1,217,511$1,768,196
Advertising and promotion$4,578,333$0
Office expenses$1,858,055$1,718,341
Information technology$0$0
Royalties$0$0
Occupancy$517,216$501,588
Travel$1,722,170$1,743,510
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$1,829,533$1,791,511
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$893,950$695,641
Insurance$0$0
Other expenses$2,243,673$3,640,473
Other expenses$758,815$2,192,244
Other expenses$726,090$588,029
Other expenses$194,600$466,165
Other expenses$69,202$194,525
Balance Sheet
20122013
Total assets$28,711,677$28,104,612
Cash - non-interest-bearing$1,000$1,000
Savings and temporary cash investments$4,820,962$3,769,314
Pledges and grants receivable, net$0$0
Accounts receivable, net$1,859,472$663,789
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$496,846$552,462
Prepaid expenses and deferred charges$180,047$299,058
Land, buildings, and equipment: cost or other basis$7,830,977$7,302,463
Investments - publicly traded securities$13,522,373$15,516,526
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$12,406,710$11,362,802
Accounts payable and accrued expenses$5,288,188$4,301,264
Grants payable$0$0
Deferred revenue$6,333,989$6,287,979
Tax-exempt bond liabilities$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0
Unsecured notes and loans payable to unrelated third parties$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$784,533$773,559
Total net assets or fund balances$16,304,967$16,741,810
Unrestricted net assets$16,304,967$16,741,810
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$99,720,781
Subtotal$99,720,781
Gifts, grants, contributions, and membership fees received$42,649,817
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$57,070,964
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$121,293,556
Public support$99,720,781
Subtotal$21,572,775
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,938,991
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$19,633,784
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$16,660,788$16,767,365$17,676,685$16,930,695$18,308,741$19,527,844$20,133,664$25,006,078
Contributions, gifts, grants, and similar amounts received$1,621,805$1,676,820$1,518,367$1,399,786$1,520,425$1,721,817$2,043,340$4,049,177
Contributions to donor advised funds$0$0
Direct public support$1,621,805$1,676,820$1,518,367$1,399,786$1,520,425$1,721,817$2,043,340$4,049,177
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$6,589,083$6,188,034$7,285,701$6,931,743$7,412,139$8,101,627$7,626,444$9,066,296
Membership dues and assessments$4,648,007$5,604,333$5,334,974$5,239,434$5,486,948$5,503,092$5,442,784$6,006,932
Interest on savings and temporary cash investments$108,482$205,811$8,352$0$0$0$102,227$0
Dividends and interest from securities$276,273$46,655$199,274$271,351$302,674$400,845$558,185$521,014
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$-138,922$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$120,613$47,204$135,337$227,602$85,439$204,161$404,643$194,966
Gross amount from sales of assets other than inventory$120,613$47,204$135,337$227,602$4,137,168$2,939,131$20,474,202$11,468,586
Less: cost or other basis and sales expenses$0$0$0$0$4,051,729$2,734,970$20,069,559$11,273,620
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$3,435,447$2,998,508$3,194,680$2,860,779$3,501,116$3,596,302$3,956,041$5,167,693
Total expenses$17,111,535$16,614,465$16,521,980$16,769,760$17,818,439$18,898,006$19,818,718$23,711,228
Program services$12,897,861$12,873,508$12,657,639$12,575,232$13,556,375$14,173,505$14,864,040$17,783,427
Management and general$3,854,904$3,323,400$3,435,023$3,798,376$3,912,677$3,779,600$3,963,742$4,742,241
Fundraising$358,770$417,557$429,318$396,152$349,387$944,901$990,936$1,185,560
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$11,093,162$10,703,909$11,774,538$13,350,002$14,649,216$16,289,381$17,162,625$16,471,976
Excess or (deficit) for the year$-450,747$152,900$1,154,705$160,935$490,302$629,838$314,946$1,294,850
Net assets or fund balances at beginning of year$11,543,909$11,093,162$10,703,909$11,774,538$13,350,002$14,649,216$16,289,381$17,162,625
Other changes in net assets or fund balances$0$-542,153$-84,076$1,414,529$808,912$1,010,327$558,298$-1,985,499
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$23,711,228$17,783,427$4,742,241$1,185,560
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$993,564$745,177$198,712$49,675
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$5,047,801$3,785,853$1,009,558$252,390
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$1,884,436$1,413,327$376,887$94,222
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$824,912$618,684$164,982$41,246
Equipment rental and maintenance$0$0$0$0
Printing and publications$3,985,069$2,988,802$797,014$199,253
Travel$1,805,352$1,354,014$361,070$90,268
Conferences, conventions, and meetings$1,603,711$1,202,783$320,742$80,186
Interest$279$209$56$14
Depreciation, depletion, etc.$464,611$348,458$92,922$23,231
Other expenses not covered above$7,101,493$5,326,120$1,420,298$355,075
Balance Sheets
20002001200220032004200520062007
Total assets$15,145,519$15,460,804$16,132,905$19,440,399$21,940,874$24,548,883$25,922,546$27,074,476
Cash - non-interest-bearing$2,086,741$3,132,007$3,333,439$2,867,713$753$750$1,000$1,000
Savings and temporary cash investments$0$0$0$0$4,584,881$5,085,353$2,783,902$2,422,933
Accounts receivable less allowance for doubtful accounts$624,831$553,004$989,701$751,466$784,536$721,981$897,321$2,118,893
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$151,519$384,255$452,895$483,799$429,980$374,586$427,572$552,499
Prepaid expenses and deferred charges$109,186$70,330$172,278$295,530$154,241$162,319$542,025$367,208
Investments - publicly-traded securities$0$0
Investments - other securities$8,007,028$7,778,852$8,075,856$12,375,761$14,071,063$16,411,367$18,708,359$13,145,786
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$4,166,214$3,542,356$3,108,736$2,666,130$1,915,420$1,792,527$2,562,367$8,466,157
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$4,052,357$4,756,895$4,358,367$6,090,397$7,291,658$8,259,502$8,759,921$10,602,500
Accounts payable and accrued expenses$2,667,725$1,918,047$1,957,861$2,289,035$3,063,444$3,086,872$3,489,740$4,304,834
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$1,384,632$2,838,848$2,400,506$3,737,752$4,177,880$5,136,751$4,299,514$5,671,389
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$63,610$50,334$35,879$20,138$0
Other liabilities$0$0$0$0$0$0$950,529$626,277
Total liabilities and net assets/fund balances$15,145,519$15,460,804$16,132,905$19,440,399$21,940,874$24,548,883$25,922,546$27,074,476
Total net assets or fund balances$11,093,162$10,703,909$11,774,538$13,350,002$14,649,216$16,289,381$17,162,625$16,471,976
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$16,660,788$16,767,365$17,676,685$16,930,695$18,308,741$19,527,844$20,133,664$25,006,078
Total revenue, gains, and other support per audited financial statements$16,660,788$16,225,212$17,592,609$18,345,224$19,117,653$20,538,171$21,556,932$23,020,579
Other expenses$0$-542,153$-84,076$1,414,529$808,912$1,010,327$1,423,268$-1,985,499
Net unrealized gains on investments$0$-542,153$-84,076$1,414,529$808,912$1,010,327$1,423,268$-1,985,499
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$17,111,535$16,614,465$16,521,980$16,769,760$17,818,439$18,898,006$19,818,718$23,711,228
Total expenses and losses per audited financial statements$17,111,535$16,614,465$16,521,980$16,769,760$17,818,439$18,898,006$19,818,718$23,711,228
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$240,887$13,818$0
1$0$0$17,509
1$0$0$3,307
1$0$0$1,775
1$0$0$1,625
1$0$0$8,457
1$0$0$2,638
1$0$0$3,812
40$116,511$17,686$0
40$158,893$15,841$0
40$114,778$6,727$0
40$125,656$20,721$0
40$140,914$21,132$0
1$0$0$50
1$0$0$752
1$0$0$467
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings30
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006107
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$3,434,342$521,014$17,001,545
Program service revenue
Program service revenue 1000000$000$0$3,842,340
Program service revenue 2000000$000$0$3,124,250
Program service revenue 3000000$000$0$2,099,706
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$6,006,932
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$521,014$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$194,966
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenueAdvertising and related services$3,434,34200$0$1,733,351
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$102,380$10,821$0
$96,749$15,982$0
$95,082$9,202$0
$88,356$8,238$0
$104,740$13,208$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$13,711,006$13,243,650$13,721,653$14,346,668$13,842,314$14,722,186$15,727,381$0
Gifts, grants, and contributions received$1,677,175$1,621,805$1,676,820$1,518,367$1,399,786$1,520,425$1,721,817$0
Membership fees received$5,011,993$4,648,007$5,604,333$5,334,974$5,239,434$5,486,948$5,503,092$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$6,697,749$6,589,083$6,188,034$7,285,701$6,931,743$7,412,139$8,101,627$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$324,089$384,755$252,466$207,626$271,351$302,674$400,845$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$3,467,203$3,306,300$160,903
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$34,672,031$3,306,300$160,903
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$160,903
Net operating loss deduction$160,903
Unrelated business taxable income before specific deduction$0
Specific deduction$1,000
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9International Trademark Association Inc655 3rd Ave Fl 10, New York, NY 10017-5646NY1938-06$27,654,952
10American Society Of Heating Refrigerating & A-C EngineersPo Box 13933, Albany, NY 12212NY1973-11$25,006,078
11Steamship Trade Association Of Baltimore Inc8615 Ridgelys Choice Dr Ste 202, Baltimore, MD 21236-3028MD1952-07$4,513,205
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18American College Of Nurse Midwives, Acnm Chapter Ii-101513 Campus Dr, Vestal, NY 13850-4036NY1999-03$0
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Number of organizations performing similar types of work
Alaska1
Alabama14
Arkansas10
Arizona14
California108
Colorado18
Connecticut12
District of Columbia78
Delaware7
Florida52
Georgia30
Hawaii5
Iowa18
Idaho2
Illinois80
Indiana24
Kansas12
Kentucky9
Louisiana15
Massachusetts29
Maryland25
Maine3
Michigan30
Minnesota26
Missouri27
Mississippi11
Montana5
North Carolina39
North Dakota1
Nebraska5
New Hampshire4
New Jersey25
New Mexico6
Nevada8
New York92
Ohio42
Oklahoma11
Oregon18
Pennsylvania48
Rhode Island4
South Carolina11
South Dakota9
Tennessee20
Texas75
Utah4
Virginia104
Vermont5
Washington26
Wisconsin21
West Virginia8
Wyoming3
International4
Total1,258
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAmerican Society Of Heating Refrigerating & A-C EngineersPo Box 13933, Albany, NY 12212NY1973-11$25,006,078
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Minnesota3140 104th Lane, Blaine, MN 55449-6188MN1973-11$136,561
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Central Florida1010 S Westmoreland Dr, Orlando, FL 32805-3853FL1973-11$43,258
SubordinateAmerican Society Of Heating Refrigerating A-C Engineers, St Louis Chapter AshraeP O Box 31368, St Louis, MO 63131MO1973-11$189,474
SubordinateAmerican Society Of Heating Refreigerating & A-C Engineers, Boston140 Commonwealth Ave, Chestnut Hill, MA 02467-3800MA1973-11$178,252
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Illinois2010 W Potomac Ave Apt C, Chicago, IL 60622-4192IL1973-11$171,492
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Philadelphia4 Ramsgate Rd, Cherry Hill, NJ 08003-2236NJ1973-11$154,492
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Baltimore2520 Lord Baltimore Dr Ste D, Baltimore, MD 21244-2670MD1973-11$145,521
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Houston3615 Parkshire Dr, Pearland, TX 77584-9452TX1973-11$141,128
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Rocky Mountain12600 W Colfax Ave Ste A400, Lakewood, CO 80215-3783CO1973-11$137,387
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, New York45 Broadway Ste 1220, New York, NY 10006-3798NY1973-11$124,988
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, San Diego13715 Stowe Dr, Poway, CA 92064-6836CA1973-11$124,250
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, National Capital22340 Dresden St Ste 177, Dulles, VA 20166-9336VA1973-11$122,013
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Hawaii851 Fort St Mall Ste 300, Honolulu, HI 96813-4300HI1973-11$101,486
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Dallas6029 Campus Cir Dr W, Irving, TX 75063-2767TX1973-11$98,438
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Kansas City14400 College Blvd, Lenexa, KS 66215-2063KS1973-11$95,170
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Long Island135 Rollstone Ave, West Sayville, NY 11796-1308NY1973-11$84,076
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Southern California4113 Huron Ave, Culver City, CA 90232-4018CA1973-11$83,966
SubordinateAmerican Society Of Heating Refrigeration & A-C Engineers, Central New York602 Bradford Pkwy, Syracuse, NY 13224-2002NY1973-11$83,236
SubordinateAmerican Society Of Heating Refrigerating & A-C Engineers, Atlanta4295 Lansmoore Xing, Suwanee, GA 30024-6968GA1973-11$82,592
Number of affiliated organizations
Alaska1
Alabama3
Arkansas1
Arizona3
California9
Colorado2
Connecticut1
Delaware1
Florida10
Georgia2
Hawaii1
Iowa3
Idaho1
Illinois3
Indiana4
Kansas2
Kentucky3
Louisiana2
Massachusetts1
Maryland1
Michigan3
Minnesota1
Missouri2
Mississippi2
Montana1
North Carolina2
Nebraska2
New Hampshire1
New Jersey1
New Mexico1
Nevada2
New York12
Ohio6
Oklahoma3
Oregon1
Pennsylvania5
Rhode Island1
South Carolina4
South Dakota2
Tennessee4
Texas9
Utah1
Virginia5
Vermont1
Washington3
Wisconsin5
West Virginia2
Total136

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