2024-08-15T14:58:40-05:00 2023-09-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-10-01 521134021 American Planning Association AMER 3124319100 205 N Michigan Avenue 1200 Chicago IL 60601 Alejandro Fuentes CFO/COO 3124319100 2024-08-15 1 1 Rebekuh Eley P01247672 3126343400 2024-08-15 2022 2024-08-08 14:25:15Z Joel Albizo 205 N Michigan Avenue 1200 Chicago IL 60601 31728655 0 3192 X www.planning.org X 1978 DC See Schedule O The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. 16 16 73 108 936339 471106 268734 506345 17606651 14574996 1027406 299335 2066656 3174838 20969447 18555514 230115 323062 0 0 7314401 8268248 0 0 74102 9430921 9227251 16975437 17818561 3994010 736953 22871568 25045194 9022777 8821896 13848791 16223298 X See Schedule O"Creating great communities for all." The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and change. 0 0 9060630 95562 13021820 Memberships & Educational Resources: See Schedule O for Program Service descriptionAPA is an education not-for-profit and several of our educational services are provided free of charge. APA membership is voluntary and open to any individual interested in the field of planning. Our monthly magazine focuses on information about trends, current planning practices, new approaches, reviews of books, reports, and events in both private and public sectors. The Journal of the American Planning Association is published quarterly to report on research, new thoughts, and current literature. It is edited independently through a university- based editorial team and has a worldwide subscription list. The Zoning Practice periodical is published quarterly and helps guide those who write and administer development codes; monitors all the latest trends in local land-use controls; and brings the reader current news and ordinance excerpts.Each quarter APA's Planning Advisory Service (PAS) publishes a new PAS report providing authoritative guidance on current issues and innovative practices. APA celebrates excellence in planning through our Great Places in America program. Annually, APA recognizes a total of 15 great neighborhoods, streets, and public spaces of exceptional character, quality, and planning. The neighborhoods, streets, and public spaces are suggested by residents or visitors. The National Planning Conference brings planners, planning commissioners, elected officials, educators, allied professionals, students and engaged citizens together in an assembly of sessions, workshops, and networking opportunities to gain knowledge of current community challenges and initiatives in the field of planning. The American Institute of Certified Planners' (AICP) Certification Maintenance program helps certified planners gain the knowledge and skills they need to remain current in the practice of planning. Community Planning Assistance Teams (CPATs) are a key AICP initiative. Through this program, a multidisciplinary team of expert planning professionals is paired with community members, key stakeholders, and relevant decision makers in a place-based initiative to foster community education, engagement, and empowerment.APA also produces audio conferences, webinars, training workshops, streaming videos and audio recordings to promote education about communities and planning. 1006751 175000 3314285 Certification & Accreditation: See Schedule O for Program Service descriptionAPA plays an integral role in the education and development of planners through its support for the accreditation of academic planning programs. AICP is APA's Professional Institute that is focused on the certification of planners, setting standards for professional practice, encouraging professional development, promoting pro bono services, and supporting ethical practice. 1171424 52500 15366 Policy & Outreach Services: See Schedule O for Program Service descriptionSince 1949, APA's program of independent applied research has resulted in practical, up-to-date information about best practices in urban and regional planning in the U.S. and around the world. The service translates basic university research and best practices into practical examples for both private and public sector entities. Research activities are supported by grants from foundations, non-governmental organizations, governmental agencies, and subscription revenue. APA educates planners on planning issues and advocates changes to planning practices that respond to the evolving needs of communities at all levels. The process of creating vital communities recognizes that change is inevitable. APA's communications team educates media and the public about the importance of the relationship between good governance and good planning; the impacts of planning, and the role of planners and engaged citizens in shaping our nation's communities. It also recognizes successful initiatives and projects through the annual national planning awards program. 11238805 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 1 73 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 IL X Alejandro Fuentes 3124319100 205 N Michigan Avenue 1200 Chicago IL 60601 Angela Brooks President 2.00 X X 0 0 0 Lauren Driscoll Treasurer 2.00 X X 0 0 0 Kristen Lynn Asp Secretary 2.00 X X 0 0 0 Leo Asuncion Jr Immediate Past President 2.00 X X 0 0 0 Linda Amato Board Director 2.00 X 0 0 0 Edna Ely-Ledesma Board Director 2.00 X 0 0 0 Tim Gladhill Board Director 2.00 X 0 0 0 Benjamin G Hitchings Board Director 2.00 X 0 0 0 Kohl Malo Board Director 2.00 X 0 0 0 Wendy Moeller Board Director 2.00 X 0 0 0 Allison G Mouch Board Director 2.00 X 0 0 0 Chad M Nabity Board Director 2.00 X 0 0 0 Wendy Shabay Board Director 2.00 X 0 0 0 Mitchell J Silver Board Director (until 12/22) 2.00 X 0 0 0 Scott D Turner Board Director 2.00 X 0 0 0 Silvia E Vargas Board Director 2.00 X 0 0 0 Karen Wolf Board Director 2.00 X 0 0 0 Joel D Albizo Chief Executive Officer 35.00 X 377836 0 89365 Alejandro Fuentes CFO/COO 35.00 X 286377 0 88641 Mark Ferguson Chief Information Officer 35.00 X 224428 0 44656 Harriet Bogdanowicz Chief Strategy Officer 35.00 X 222587 0 58236 Elizabeth Lang Director of Marketing 35.00 X 181743 0 16830 Petra Hurtado Director of Research 35.00 X 179781 0 21849 Eva Wilczek Meetings Director 35.00 X 162292 0 23393 Felicia Braunstein Professional Practice Director 35.00 X 161563 0 35950 Randall West Technology Director 35.00 X 146869 0 45608 Kimberley Jacques Education Director 35.00 X 144805 0 42085 Mike Welch Leadership Director 35.00 X 161917 0 22506 2250198 0 489119 18 0 1 0 Team Subject LLC 1201 New York Ave NW Ste 900 Washington DC 20005 Conference, Board Planning & Implementat 290737 Prometric LLC 1501 S Clinton St Baltimore MD 21224 Assessment & Testing 125800 2 506345 506345 Membership Dues 900099 10810075 10810075 Conf., Wrkshps., Sympo 900099 3764921 3764921 14574996 471577 471577 312500 312500 13000899 13173141 -172242 -172242 -172242 1776475 0 1776475 1776475 Career Listing Service 561300 815299 815299 Advertising Income 513120 121040 121040 149524 149524 1085863 18555514 16351471 936339 761359 X 284544 284544 38518 38518 2323140 1096117 1198725 28298 4217078 3646729 569694 655 177413 55521 121386 506 1361394 842646 509780 8968 189223 101631 87014 578 55605 19019 36586 83440 83440 81053 81053 120827 120827 2968230 2197087 752473 18670 169878 166169 3278 431 623389 405644 210963 6782 1263845 261210 1002635 626235 39766 586469 1269271 840898 428373 1145870 1079473 57183 9214 340537 41878 298659 108481 63 108418 UBI Tax Expense 175041 175041 Hospitality 113509 89046 24463 Trade Assoc/Membership 82040 32846 49194 17818561 11238805 6505654 74102 8251118 4249822 104052 105530 296471 109617 307285 370736 6372661 5810860 865249 561801 13047393 19310913 0 336775 22871568 25045194 1918653 2441888 6301849 5514818 802275 865190 9022777 8821896 X 12186910 14352595 1661881 1870703 13848791 16223298 22871568 25045194 736953 1637554 0 X 0 1 X 1 0 X 12001949 12247908 13924999 12770935 11316420 62262211 6376534 2966057 3341286 5316080 5541396 23541353 18378483 15213965 17266285 18087015 16857816 85803564 8026 8337 16363 0 8026 8337 16363 85787201 607668 640737 643861 837837 784077 3514180 607668 640737 643861 837837 784077 3514180 291066 144486 361582 648810 471106 1917050 470143 351559 361301 356835 149524 1689362 19747360 16350747 18633029 19930497 18262523 92924156 0.92320 0.92550 0.03780 0.03540 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2018 Amount: $ 470,143. 2019 Amount: $ 351,559. 2020 Amount: $ 361,301. 2021 Amount: $ 356,835. 2022 Amount: $ 149,524. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1500 1 24000 1 7500 0 1 38000 1 18000 0 89000 0 Part II-B, Line 1: Part II-B, Line 1c: APA used paid social media advertising to promote and highlight the release of legislative priorities and agenda on housing and zoning reform. Part II-B, Line 1d: APA drafted letters to Members of Congress endorsing legislative positions on specific bills regarding transportation, housing, zoning reform, and related appropriations. APA produced periodic content for members and the public via the APA blog, action center and other digital outlets that urged action on targeted legislation. APA maintained an online legislative center where periodic action alerts for members were posted. Part II-B, Line 1e: APA sent a statement outlining legislative priorities and agenda to all congressional offices and produced a related video regarding the issue of housing/zoning reform. APA contributed statements to congressional press releases and floor statements regarding key bill introduction and votes. Part II-B, Line 1g: APA retained Advocacy Associates, LLC to provide direct input to legislators and legislative staff on specific bills regarding transportation, housing, federal data, and related appropriations. Meetings with targeted congressional offices and committees by APA leaders and advocates were also conducted periodically. Part II-B, Line 1h: APA conducted a congressional fly-in with approximately 30 members meeting with congressional offices and administration officials. APA conducted a virtual Planners' Day on Capitol Hill program allowing member advocates to meet with congressional offices to promote key housing bills and programs. 88010 20005 12121 120136 129870 -41860 88010 125000 500 24351 19981 129870 100000 25000 20877 20877 125000 100000 100000 0.00000 1.00000 0.00000 0 0 2831819 2544152 287667 2716524 2442390 274134 824318 824318 0 561801 Operating Lease Liability 865190 865190 X 20072241 1637554 1637554 18434687 120827 120827 18555514 17697734 0 17697734 120827 120827 17818561 Part V, Line 4: Permanently restricted net assets consist of the Judith McManus Price Fund and A. Nielson Fund endowment funds, whereby the Association cannot spend the principal. Investment returns from donor-restricted endowment funds are used for various scholarships. Part X, Line 2: The Association is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association 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. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business income tax (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting period presented in the financial statements. The Association files Form 990 and Form 990-T in the U.S. federal jurisdiction and the State of Illinois. 1 Planning Accreditation Board 53 W Jackson Boulevard Chicago IL 60604 421369264 501(c)(3) 175000 0 General Support Up For Growth 1627 Eye Street NW Ste 1130 Washington DC 20006 831381367 501(c)(3) 45000 0 Pro-Housing Webinar Series. Association of Collegiate Schools of Planning Inc 2910 Kerry Forest Pkwy D4-206 Tallahassee FL 32309 542110263 501(c)(3) 10000 0 General support 3 0 Scholarships and Awards 41 22318 Grants 28 16200 Part I, Line 2: In accordance with American Planning Association's internal control procedures, grant expenditures are reviewed and tracked on a project to date basis. X X 0 1 0 0 0 0 0 1 0 Joel D Albizo Chief Executive Officer 373356 0 2500 0 1980 0 50163 0 39202 0 467201 0 0 0 Alejandro Fuentes CFO/COO 283187 0 2500 0 690 0 11950 0 76691 0 375018 0 0 0 Harriet Bogdanowicz Chief Strategy Officer 219637 0 2500 0 450 0 13770 0 44466 0 280823 0 0 0 Mark Ferguson Chief Information Officer 219948 0 2500 0 1980 0 13671 0 30985 0 269084 0 0 0 Petra Hurtado Director of Research 169840 0 9700 0 241 0 10821 0 11028 0 201630 0 0 0 Elizabeth Lang Director of Marketing 166619 0 14762 0 362 0 11004 0 5826 0 198573 0 0 0 Felicia Braunstein Professional Practice Director 152909 0 7711 0 943 0 9880 0 26070 0 197513 0 0 0 Randall West Technology Director 132158 0 7600 0 7111 0 9200 0 36408 0 192477 0 0 0 Kimberley Jacques Education Director 144502 0 0 0 303 0 4534 0 37551 0 186890 0 0 0 Eva Wilczek Meetings Director 153974 0 8100 0 218 0 9701 0 13692 0 185685 0 0 0 Mike Welch Leadership Director 152254 0 9169 0 494 0 9674 0 12832 0 184423 0 0 0 Part I, Line 4b The following individuals participate in a 457(f) plan and the amounts are the contributions to each plan during 2022: Joel Albizo: $6,854 Part I, Line 7 Overall key employee bonuses reported on Part II, column B(ii) were subject to the review and approval of the CEO and CFO. The exception being any bonus for the CEO was reviewed and approved by the Board. Form 990, Part VI, Section A, line 6 American Planning Association (APA) is organized as a not-for-profit corporation with members. Form 990, Part VI, Section A, line 7a Members of the American Planning Association have the right to elect or appoint one or more members of the organization's governing body periodically or as vacancies arise. Form 990, Part VI, Section B, line 11b The organization's management reviews the Form 990 in detail with their paid tax preparers. Form 990, Part VI, Section B, line 12c The organization's conflict of interest policy covers all officers, directors, trustees, and key employees. Annually these individuals are required to complete a conflict of interest questionnaire to disclose any potential or actual conflicts of interest they may have with the organization. Completed conflict of interest questionnaires are reviewed by the organization's Chief Executive Officer and Chief Operating Officer. If it is determined an actual conflict of interest exists, the individual with the conflict is excused from any discussion or vote on the matter for which they have a conflict. Form 990, Part VI, Section B, line 15a The Board of Directors, an independent body, meets as needed to review and approve the compensation package of the organization's top management official. In determining the compensation of the top management official, the organization's board approves the compensation and utilizes comparability data provided from a compensation survey and the Forms 990 of other organizations. The deliberations and decision making regarding the compensation package of the top management official are documented on a timely basis. The Chief Executive Officer approves the compensation for other officers. Comparability data and compensation surveys are used in the process. The deliberation and decision making regarding the compensation package of other officers are documented on a timely basis. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public via the organization's website. Form 990, Part IX, line 11g Miscellaneous: Program service expenses 2,197,087. Management and general expenses 752,473. Fundraising expenses 18,670. Total expenses 2,968,230.