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Nonprofiteer
← AMERICAN PLANNING ASSOCIATION

Form 990 for tax year 2022

Filed by AMERICAN PLANNING ASSOCIATION.

Totals

Total revenue
$18,555,514
Total expenses
$17,818,561
Contributions and grants received
$506,345
Grants paid
$323,062
Program service revenue
$14,574,996
Investment income
$299,335
Other revenue
$3,174,838
Total assets, end of year
$25,045,194
Total liabilities, end of year
$8,821,896
Net assets or fund balances, end of year
$16,223,298
Program services expenses (Part IX)
$11,238,805
Management and general expenses
$6,505,654
Fundraising expenses
$74,102
Program service expenses (Part III)
$11,238,805

Program services were 63.1% 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.

  • 1f · All other contributions, gifts and grants

    $506,345

  • 2a · Program service revenue: Membership Dues

    total $10,810,075 · related or exempt $10,810,075

  • 2b · Program service revenue: Conf., Wrkshps., Sympo

    total $3,764,921 · related or exempt $3,764,921

  • 3 · Investment income

    total $471,577 · excluded $471,577

  • 5 · Royalties

    total $312,500 · excluded $312,500

  • 7a · Gross sales of assets other than inventory

    securities $13,000,899

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

    securities $13,173,141

  • 7c · Gain or loss

    securities -$172,242

  • 7d · Net gain or loss

    total -$172,242 · excluded -$172,242

  • 10a · Gross sales of inventory

    $1,776,475

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $1,776,475 · related or exempt $1,776,475

  • 11a · Other revenue: Career Listing Service

    total $815,299 · unrelated business $815,299

  • 11b · Other revenue: Advertising Income

    total $121,040 · unrelated business $121,040

  • 11d · All other revenue

    total $149,524 · excluded $149,524

  • 11e · Other revenue, total

    $1,085,863

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $284,544 · program services $284,544

  • 2 · Grants to domestic individuals

    total $38,518 · program services $38,518

  • 5 · Compensation of officers, directors and key employees

    total $2,323,140 · program services $1,096,117 · management and general $1,198,725 · fundraising $28,298

  • 7 · Other salaries and wages

    total $4,217,078 · program services $3,646,729 · management and general $569,694 · fundraising $655

  • 8 · Pension plan contributions

    total $177,413 · program services $55,521 · management and general $121,386 · fundraising $506

  • 9 · Other employee benefits

    total $1,361,394 · program services $842,646 · management and general $509,780 · fundraising $8,968

  • 10 · Payroll taxes

    total $189,223 · program services $101,631 · management and general $87,014 · fundraising $578

  • 11b · Fees: legal

    total $55,605 · program services $19,019 · management and general $36,586

  • 11c · Fees: accounting

    total $83,440 · management and general $83,440

  • 11d · Fees: lobbying

    total $81,053 · management and general $81,053

  • 11f · Fees: investment management

    total $120,827 · management and general $120,827

  • 11g · Fees: other

    total $2,968,230 · program services $2,197,087 · management and general $752,473 · fundraising $18,670

  • 12 · Advertising and promotion

    total $169,878 · program services $166,169 · management and general $3,278 · fundraising $431

  • 13 · Office expenses

    total $623,389 · program services $405,644 · management and general $210,963 · fundraising $6,782

  • 14 · Information technology

    total $1,263,845 · program services $261,210 · management and general $1,002,635

  • 16 · Occupancy

    total $626,235 · program services $39,766 · management and general $586,469

  • 17 · Travel

    total $1,269,271 · program services $840,898 · management and general $428,373

  • 19 · Conferences, conventions and meetings

    total $1,145,870 · program services $1,079,473 · management and general $57,183 · fundraising $9,214

  • 22 · Depreciation, depletion and amortization

    total $340,537 · program services $41,878 · management and general $298,659

  • 23 · Insurance

    total $108,481 · program services $63 · management and general $108,418

  • 24a · Other expenses: UBI Tax Expense

    total $175,041 · management and general $175,041

  • 24b · Other expenses: Hospitality

    total $113,509 · program services $89,046 · management and general $24,463

  • 24c · Other expenses: Trade Assoc/Membership

    total $82,040 · program services $32,846 · management and general $49,194

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,251,118 · end of year $4,249,822

  • 2 · Savings and temporary cash investments

    beginning of year $104,052 · end of year $105,530

  • 4 · Accounts receivable

    beginning of year $296,471 · end of year $109,617

  • 9 · Prepaid expenses and deferred charges

    beginning of year $307,285 · end of year $370,736

  • 10a · Land, buildings and equipment: cost or other basis

    $6,372,661

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,810,860

  • 10c · Land, buildings and equipment, net

    beginning of year $865,249 · end of year $561,801

  • 11 · Investments: publicly traded securities

    beginning of year $13,047,393 · end of year $19,310,913

  • 15 · Other assets

    beginning of year $0 · end of year $336,775

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,918,653 · end of year $2,441,888

  • 19 · Deferred revenue

    beginning of year $6,301,849 · end of year $5,514,818

  • 25 · Other liabilities

    beginning of year $802,275 · end of year $865,190

  • 27 · Net assets without donor restrictions

    beginning of year $12,186,910 · end of year $14,352,595

  • 28 · Net assets with donor restrictions

    beginning of year $1,661,881 · end of year $1,870,703

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $9,060,630 · Grants $95,562 · Revenue $13,021,820

  • 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.

    Expenses $1,006,751 · Grants $175,000 · Revenue $3,314,285

  • 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.

    Expenses $1,171,424 · Grants $52,500 · Revenue $15,366

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

Listed in Part VII

  • Angela Brooks

    President

    Total calculated
    $0
    Hours/week
    2
  • Lauren Driscoll

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Kristen Lynn Asp

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • Leo Asuncion Jr

    Immediate Past President

    Total calculated
    $0
    Hours/week
    2
  • Linda Amato

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Edna Ely-Ledesma

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Tim Gladhill

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Benjamin G Hitchings

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Kohl Malo

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Wendy Moeller

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Allison G Mouch

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Chad M Nabity

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Wendy Shabay

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Mitchell J Silver

    Board Director (until 12/22)

    Total calculated
    $0
    Hours/week
    2
  • Scott D Turner

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Silvia E Vargas

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Karen Wolf

    Board Director

    Total calculated
    $0
    Hours/week
    2
  • Joel D Albizo

    Chief Executive Officer

    Total calculated
    $467,201
    From this org
    $377,836
    From related orgs
    $0
    Other
    $89,365
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $373,356
    Bonus
    $2,500
    Other
    $1,980
    Deferred
    $50,163
    Nontaxable benefits
    $39,202
    Filer's total
    $467,201
  • Alejandro Fuentes

    CFO/COO

    Total calculated
    $375,018
    From this org
    $286,377
    From related orgs
    $0
    Other
    $88,641
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $283,187
    Bonus
    $2,500
    Other
    $690
    Deferred
    $11,950
    Nontaxable benefits
    $76,691
    Filer's total
    $375,018
  • Mark Ferguson

    Chief Information Officer

    Total calculated
    $269,084
    From this org
    $224,428
    From related orgs
    $0
    Other
    $44,656
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $219,948
    Bonus
    $2,500
    Other
    $1,980
    Deferred
    $13,671
    Nontaxable benefits
    $30,985
    Filer's total
    $269,084
  • Harriet Bogdanowicz

    Chief Strategy Officer

    Total calculated
    $280,823
    From this org
    $222,587
    From related orgs
    $0
    Other
    $58,236
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $219,637
    Bonus
    $2,500
    Other
    $450
    Deferred
    $13,770
    Nontaxable benefits
    $44,466
    Filer's total
    $280,823
  • Elizabeth Lang

    Director of Marketing

    Total calculated
    $198,573
    From this org
    $181,743
    From related orgs
    $0
    Other
    $16,830
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $166,619
    Bonus
    $14,762
    Other
    $362
    Deferred
    $11,004
    Nontaxable benefits
    $5,826
    Filer's total
    $198,573
  • Petra Hurtado

    Director of Research

    Total calculated
    $201,630
    From this org
    $179,781
    From related orgs
    $0
    Other
    $21,849
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $169,840
    Bonus
    $9,700
    Other
    $241
    Deferred
    $10,821
    Nontaxable benefits
    $11,028
    Filer's total
    $201,630
  • Eva Wilczek

    Meetings Director

    Total calculated
    $185,685
    From this org
    $162,292
    From related orgs
    $0
    Other
    $23,393
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $153,974
    Bonus
    $8,100
    Other
    $218
    Deferred
    $9,701
    Nontaxable benefits
    $13,692
    Filer's total
    $185,685
  • Felicia Braunstein

    Professional Practice Director

    Total calculated
    $197,513
    From this org
    $161,563
    From related orgs
    $0
    Other
    $35,950
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $152,909
    Bonus
    $7,711
    Other
    $943
    Deferred
    $9,880
    Nontaxable benefits
    $26,070
    Filer's total
    $197,513
  • Randall West

    Technology Director

    Total calculated
    $192,477
    From this org
    $146,869
    From related orgs
    $0
    Other
    $45,608
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $132,158
    Bonus
    $7,600
    Other
    $7,111
    Deferred
    $9,200
    Nontaxable benefits
    $36,408
    Filer's total
    $192,477
  • Kimberley Jacques

    Education Director

    Total calculated
    $186,890
    From this org
    $144,805
    From related orgs
    $0
    Other
    $42,085
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,502
    Bonus
    $0
    Other
    $303
    Deferred
    $4,534
    Nontaxable benefits
    $37,551
    Filer's total
    $186,890
  • Mike Welch

    Leadership Director

    Total calculated
    $184,423
    From this org
    $161,917
    From related orgs
    $0
    Other
    $22,506
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $152,254
    Bonus
    $9,169
    Other
    $494
    Deferred
    $9,674
    Nontaxable benefits
    $12,832
    Filer's total
    $184,423

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202442289349302184

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