2026-01-22T17:06:00-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-04-01 850211201 THE ASSOCIATION OF HIGHER EDUCATION FACILITIES OFFICERS ASSO 7036841446 1520 BELLE VIEW BLVD 5630 ALEXANDRIA VA 22307 LALIT AGARWAL PRESIDENT & CEO 7036841446 2026-01-22 1 0 ROBERT WILLIAMS P01345960 5712279500 2026-01-22 2024 2025-03-06 01:10:19Z X APPA LEADERSHIP IN EDUCATIONAL FACILITIES LALIT AGARWAL 1520 BELLE VIEW BLVD 5630 ALEXANDRIA VA 22307 4855117 0 X WWW.APPA.ORG X 1914 DC THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE. 11 11 12 34 306068 0 59500 39446 3705911 4099791 38168 41116 700131 606332 4503710 4786685 0 0 0 0 1930114 1740976 0 0 0 2845447 3231549 4775561 4972525 -271851 -185840 4366938 3250487 2960846 2030235 1406092 1220252 THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE. 0 0 1987490 0 1870230 CONTINUING EDUCATION PROGRAMS PROVIDED FORUMS THAT EXPAND SKILLS AND KNOWLEDGE NECESSARY FOR A CAREER IN PHYSICAL PLANT MANAGEMENT: APPA U AND ANNUAL CONFERENCE. 607878 0 474618 PUBLICATIONS DISTRIBUTED WITH CURRENT MANAGEMENT AND TECHNICAL INFORMATION ON TOPICS OF CONCERN TO FACILITIES OFFICERS 1168421 0 1790487 OTHER PROGRAM SERVICES THAT INCLUDES: RESEARCH AND DEVELOPMENT, MEMBERSHIP, APPANET, FMEP, APPA ADVISORS 3763789 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X LALIT AGARWAL 7035423829 1520 BELLE VIEW BLVD STE 5630 ALEXANDRIA VA 22307 ANITA DOSIK ASST DIRECTOR OF PUBLICATION 40.00 X 0 0 0 DAVE IRVIN CHAIR 5.00 X X 0 0 0 MARGARET TENNESSEN VICE CHAIR (THRU 9/24) 3.00 X X 0 0 0 CRYSTAL SMITH TREASURER 3.00 X X 0 0 0 JIM HUNDRIESER AT-LARGE MEMBER 3.00 X 0 0 0 ANGELA MEYER CAPPA REGIONAL DIRECTOR (THRU 9/24) 2.00 X 0 0 0 JESSICA ABBOTT ERAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 STEVE GILSDORF MAPPA REGIONAL DIRECTOR (THRU 9/24) 2.00 X 0 0 0 ERIC JOHNSON PCAPPA REGIONAL DIRECTOR 2.00 X 0 0 0 LUIS ROCHA RMA REGIONAL DIRECTOR 2.00 X 0 0 0 DAVID SMITH SRAPPA REGIONAL DIRECTOR (THRU 9/24) 2.00 X 0 0 0 BOBBY ALDRICH VICE CHAIR (AS OF 9/24) 3.00 X 0 0 0 MATTHEW ROM CAPPA REGIONAL DIRECTOR (AS OF 9/24) 2.00 X 0 0 0 BRANDON BASWELL MAPPA REGIONAL DIRECTOR (AS OF 9/24) 2.00 X 0 0 0 DAN WHATLEY SRAPPA REGIONAL DIRECTOR (AS OF 9/24) 2.00 X 0 0 0 ROBIN R HOLLY-JUDD DIRECTOR OF ADMINISTRATION 40.00 X 214671 0 34790 LALIT AGARWAL PRESIDENT & CEO 40.00 X 116384 0 12268 SUZANNE HEALY DIR PROFESSIONAL DEVELOPMENT 40.00 X 162279 0 35356 CHRISTINA HILLS DIR OF CREDENTIALING & BEN 40.00 X 154670 0 27965 DAVID MCCABE DIRECTOR OF EVENTS 40.00 X 134634 0 13577 ELIZABETH LANDER MEDLIN FORMER PRESIDENT & CEO (UNTIL 12/23) 40.00 X 728967 0 37745 1511605 0 161701 7 1 1 0 SHOW IMAGING ORLANDO 1125 JOSHUA WAY VISTA CA 92081 AV SERVICES 222345 CHARLES FARNSWORTH 150 WINWARD DR OSPRY FL 34229 CONSULTING SERVICES 115081 OPUS SEARCH PARTNERS 1700 SANSOM STREET PHILADELPHIA PA 19103 PRESIDENT/CEO NATIONAL SEARCH 112836 3 39446 39446 EDUCATION 900099 1700474 1700474 MEMBERSHIP DUES 900099 1664396 1664396 FMEP EVALUATION 900099 565165 565165 SUPERVISOR'S TOOLKIT 900099 169756 169756 4099791 41116 41116 48597 48597 103976 68432 35544 35544 JOB EXP/RESUME BANK 900004 306068 306068 REIMBURSE PAYROLL 900099 150000 150000 ADVERTISING 541800 15977 15977 50146 50146 522191 4786685 4135335 306068 305836 X 128652 27017 101635 566256 161009 405247 717739 717739 66110 52105 14005 156585 118141 38444 105634 70013 35621 20990 20990 56513 56513 1022347 826531 195816 128262 128150 112 301409 267944 33465 20170 4946 15224 114553 1871 112682 418046 312061 105985 830467 817884 12583 133468 109024 24444 32894 9354 23540 BANK CREDIT CARD FEE 103231 101911 1320 MISCELLANEOUS 41857 34769 7088 GIFTS/AWARDS/SCHOLARSHI 7342 3320 4022 4972525 3763789 1208736 0 1088386 562176 1275953 1438007 361690 295673 29579 8296 314989 293702 1765979 1125364 718035 640615 525323 52983 12018 4366938 3250487 422756 153912 1499256 1496894 1038834 379429 2960846 2030235 X 1395759 1209919 10333 10333 1406092 1220252 4366938 3250487 -185840 0 X 0 1 X 1 0 X 467800 97200 52000 59500 39446 715946 2622322 2883860 3791201 3858786 4203767 17359936 3090122 2981060 3843201 3918286 4243213 18075882 0 0 0 18075882 63314 70922 79330 104462 89713 407741 63314 70922 79330 104462 89713 407741 327157 615687 906707 561428 522191 2933170 3480593 3667669 4829238 4584176 4855117 21416793 0.84400 0.87450 0.01900 0.01580 X 10333 10333 10085 248 10333 10085 10085 10085 10085 10085 10085 0.00000 0.51290 0.48710 0 0 189830 189830 1099971 711741 388230 476178 413623 62555 640615 DUES COLLECTED FOR REGIONS 96419 DUE FROM CERTIFICATION 283010 379429 X 4705117 0 4705117 81568 81568 4786685 4890957 -81568 -81568 4972525 0 4972525 PART V, LINE 4: ENDOWMENT FUNDS ARE FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICES AS OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2025 OR 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -68,432. REIMBURSED PAYROLL 150,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 68,432. REIMBURSED PAYROLL -150,000. 1 X X 0 1 0 0 0 0 0 0 0 ELIZABETH LANDER MEDLIN FORMER PRESIDENT & CEO (UNTIL 12/23) 182263 0 546704 0 0 0 18305 0 19440 0 766712 0 546704 0 ROBIN R HOLLY-JUDD DIRECTOR OF ADMINISTRATION 209171 0 5500 0 0 0 21434 0 13356 0 249461 0 0 0 SUZANNE HEALY DIR PROFESSIONAL DEVELOPMENT 162279 0 0 0 0 0 12580 0 22776 0 197635 0 0 0 CHRISTINA HILLS DIR OF CREDENTIALING & BEN 154670 0 0 0 0 0 15461 0 12504 0 182635 0 0 0 PART I, LINE 3 COMPENSATION AND BONUS ARE APPROVED BY THE BOARD. PART I, LINE 4B NAME: LANDER MEDLLIN, DESCRIPTION: 457(F) PAYOUT, CURRENT YEAR AMOUNT: $546,704. PLAN DESCRIPTION: 457(F) FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD CHAIR, THE BOARD VICE-CHAIR AND THE TRASURER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CATEGORIES OF VOTING MEMBERS - EDUCATIONAL INSTITUTIONAL MEMBERS, AFFILIATE MEMBERS AND INTERNATIONAL MEMBERS. EDUCATIONAL INSTITUTION MEMBERS MUST HAVE AN INDEPENDENT FACILITIES MANAGEMENT ORGANIZATION, OR MUST MAINTAIN CONTROL OVER THE POSITION OF A PRINCIPAL ADMINISTRATOR IN DIRECT CHARGE OF THE FACILITIES MANAGEMENT ORGANIZATION FOR SUCH INSTITUTION. AFFILIATE MEMBERS OF THE ASSOCIATION SHALL ALSO CONSIST OF ORGANIZATIONS THAT ARE NOT A FOR-PROFIT ORGANIZATION THAT WOULD BE ELIGIBLE AS A BUSINESS PARTNER, SUCH AS NON-PROFIT INSTITUTIONS INCLUDING GOVERNMENT OR QUASI-GOVERNMENT AGENCIES, OR THE PROFESSIONAL INDIVIDUALS EMPLOYED BY THE SAME, ENGAGED IN WORK RELATED TO FACILITIES MANAGEMENT AND HAVING AN INTEREST IN THE PURPOSE AND ACTIVITIES OF THE ASSOCIATION. INTERNATIONAL MEMBERSHIP SHALL CONSIST OF INSTITUTIONS OF HIGHER EDUCATION OR SYSTEMS AS DEFINED UNDER EDUCATIONAL INSTITUTION MEMBERS WHOSE INSTITUTIONS ARE LOCATED ELSEWHERE THAN THE UNITED STATES OF AMERICA, CANADA, AND MEXICO. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE ASSOCIATION SHALL BE ELECTED FROM THE REGULAR AND AFFILIATE MEMBERS OF THE ASSOCIATION BY A MAJORITY OF AFFIRMATIVE VOTES CAST. MEMBERS WITHIN EACH REGION WILL ALSO VOTE FOR TWO REGIONAL REPRESENTATIVES PER REGION TO BE PART OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AT MEETINGS OF THE REGULAR MEMBERSHIP OR BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO REVIEWS THE FORM 990 PRIOR TO SUBMITTING. THE OUTSOURCED ACCOUNTANT REVIEWS THE FORM 990 PRIOR TO SUBMITTING FORM 990, PART VI, SECTION B, LINE 12C APPA ADMINISTRATIVE POLICIES AND PROCEDURES DESCRIBE THE POLICY: THIS POLICY DEFINES REQUIREMENTS FOR OFFICERS, EMPLOYEES, AND IMMEDIATE FAMILY MEMBERS. ALL OFFICERS AND EMPLOYEES SHOULD AVOID ANY CONFLICT OF INTEREST POLICY. PRESIDENT & CEO MONITORS THE CONFLICT OF INTERESTS WITH CONTINUOUS CONVERSATIONS WITH THE BOARD. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES IT MUST BE DISCLOSED, PRESIDENT & CEO WILL HANDLE IT WITH THAT BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR, VICE CHAIR AND TREASURER REVIEW PERFORMANCES AND MAKE DECISIONS FOR THE COMPENSATION OF THE PRESIDENT & CEO. IN ALL CASES, THE ORGANIZATION USES COMPARABILITY DATA AND CONTEMPORANEOUSLY DOCUMENTS THE PROCESS. THE MOST RECENT PROCESS WAS PERFORMED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE THROUGH MEMBERSHIP JOURNAL AND UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 826,531. MANAGEMENT AND GENERAL EXPENSES 195,816. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,022,347.