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← AMERICAN PLANNING ASSOCIATION

Form 990 for tax year 2022

Filed by AMERICAN PLANNING ASSOCIATION.

Totals

Total revenue
$68,764
Total expenses
$90,790
Contributions and grants received
$21,278
Grants paid
$9,431
Program service revenue
$40,913
Investment income
$6,573
Other revenue
$0
Total assets, end of year
$275,630
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$275,630
Program services expenses (Part IX)
$86,166
Management and general expenses
$4,624
Fundraising expenses
$0
Program service expenses (Part III)
$86,166

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $21,278

  • 2a · Program service revenue: CONFERENCE INCOME

    total $40,113 · related or exempt $40,113

  • 2b · Program service revenue: NEWSLETTER

    total $800 · unrelated business $800

  • 3 · Investment income

    total $5,375 · excluded $5,375

  • 7a · Gross sales of assets other than inventory

    securities $1,198

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,198

  • 7d · Net gain or loss

    total $1,198 · excluded $1,198

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,431 · program services $8,431

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 11c · Fees: accounting

    total $1,250 · management and general $1,250

  • 11f · Fees: investment management

    total $2,310 · management and general $2,310

  • 11g · Fees: other

    total $41,046 · program services $41,046

  • 13 · Office expenses

    total $31 · management and general $31

  • 14 · Information technology

    total $150 · management and general $150

  • 19 · Conferences, conventions and meetings

    total $35,184 · program services $35,184

  • 23 · Insurance

    total $738 · management and general $738

  • 24a · Other expenses: NEWSLETTER PRODUCTION

    total $500 · program services $355 · management and general $145

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $150 · program services $150

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $95,085 · end of year $75,231

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $25

  • 12 · Investments: other securities

    beginning of year $229,130 · end of year $200,374

  • 27 · Net assets without donor restrictions

    beginning of year $324,215 · end of year $275,630

Mission and programs · 2022

Mission

THE AMERICAN PLANNING ASSOCIATION AND ITS CHAPTERS PROVIDE LEADERSHIP THROUGH CITIZEN AND PROFESSIONAL PLANNERS IN THE DEVELOPMENT OF VITAL COMMUNITIES BY ADVOCATING EXCELLENCE IN COMMUNITY PLANNING, PROMOTING EDUCATION AND CITIZEN EMPOWERMENT, AND PROVIDING THE TOOLS NECESSARY TO EFFECT POSITIVE CHANGE.

  • EDUCATIONAL CONFERENCE

    Expenses $86,166 · Grants $9,431 · Revenue $40,113

  • PRESIDENT'S NATIONAL MEETING SUPPORT, LEGISLATIVE PROGRAM, AND PROGRAM INITIATIVES

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason Gilman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Kari Papelbon

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Heather Cleveland

    VICE PRESIDENT - POLICY & ADVOCACY

    Total calculated
    $0
    Hours/week
    1
  • Douglas Plowman

    VICE PRESIDENT - AWARDS

    Total calculated
    $0
    Hours/week
    1
  • Liz Callin

    VICE PRESIDENT - PROFESSIO

    Total calculated
    $0
    Hours/week
    1
  • Sandy Scherer

    VICE PRESIDENT - MEMBERSHI

    Total calculated
    $0
    Hours/week
    1
  • Josh Clements

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Kara Homan

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1
  • Sarah Van Buren

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Allyson Brunette

    NE DISTRICT REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1
  • Jeff Schuler

    NW DISTRICT REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1
  • Jaclyn Essandoh

    SW DISTRICT REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1
  • Robin Palm

    SE DISTRICT REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Roberts

    PLANNING OFFICIAL DEVELOPM

    Total calculated
    $0
    Hours/week
    1
  • Bryan Walter

    UW-MILWAUKEE STUDENT REP

    Total calculated
    $0
    Hours/week
    1
  • Jamie Valentine

    UW-MADISON STUDENT REP

    Total calculated
    $0
    Hours/week
    1
  • Nancy Frank

    CERTIFICATION MAINTENANCE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2023
IRS schema version
2022v5.0
Source object
202341359349305214

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