Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 1,948,661 | 2,264,563 | 2,516,785 | 2,332,316 | 1,917,052 | 10,979,377 |
| 2 | 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 | 105,438,717 | 109,583,583 | 112,104,602 | 115,906,592 | 118,493,750 | 561,527,244 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | |||||
| 6 | Total. Add lines 1 through 5 | 107,387,378 | 111,848,146 | 114,621,387 | 118,238,908 | 120,410,802 | 572,506,621 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 572,506,621 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 107,387,378 | 111,848,146 | 114,621,387 | 118,238,908 | 120,410,802 | 572,506,621 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 6,708,648 | 5,842,958 | 5,507,591 | 5,357,437 | 5,460,758 | 28,877,392 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 1,353,853 | 1,030,372 | 1,060,591 | 1,154,996 | 1,733,159 | 6,332,971 |
| c | Add lines 10a and 10b. | 8,062,501 | 6,873,330 | 6,568,182 | 6,512,433 | 7,193,917 | 35,210,363 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 1,328,084 | 1,298,031 | 1,249,856 | 1,345,490 | 1,375,172 | 6,596,633 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 116,777,963 | 120,019,507 | 122,439,425 | 126,096,831 | 128,979,891 | 614,313,617 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | science and knowledge to benefit society and improve lives. |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICE ACCOMPLISHMENTS PUBLIC INTEREST: The APA Public Interest directorate promotes the creation, communication, and application of psychological knowledge to increase social justice, human health and welfare, and the universal enjoyment of human rights. In 2019, the directorate managed over $1.9 Million in federal and foundation grants addressing lesbian, gay, bisexual, and transgender adult and adolescent health, well-being, and human rights, health disparities and smoking in behavioral health populations. Among 2019 APA-funded programs were activities addressing psychological issues related to women; children, youth, and families; sexual orientation and gender diversity; racial and ethnic minorities; HIV/AIDS; socioeconomic status; violence prevention; disability; aging; health disparities; and human rights. PUBLIC & MEMBER COMMUNICATIONS: THE APA COMMUNICATIONS DEPARTMENT IS THE PRIMARY POINT OF CONTACT FOR NEWS MEDIA AND THE PUBLIC, AND AS SUCH, STRIVES TO ADVANCE PSYCHOLOGY AS A SCIENCE, AS A PROFESSION, AND AS A MEANS OF PROMOTING HUMAN HEALTH AND WELFARE. THE COMMUNICATIONS DEPARTMENT WORKS WITH THE CEO AND ALL APA OFFICES AND DIRECTORATES TO IDENTIFY WORK PRODUCTS AND OTHER INFORMATION OF INTEREST TO THE MEDIA. IT USES NEWS RELEASES, SOCIAL MEDIA, THE WEBSITE, VIDEOS, ADVERTISING AND OTHER COMMUNICATIONS VEHICLES TO DELIVER INFORMATION ABOUT PSYCHOLOGY AND APA TO MAINSTREAM AND TRADE MEDIA AND THE PUBLIC. SCIENCE: The Science Directorate seeks to advance research and training in psychological science, to enhance public understanding of the value and contributions of the field, and to represent the interests of psychological scientists and students. In support of these goals, the directorate awards research and travel grants for graduate students (101 grants in 2019), supports advanced research training for faculty and students (4 training courses with 91 participants attending in 2019; grants to 9 departments to provide summer research assistantships to 42 undergraduate students in 2019), and disseminates psychological science through special lectures and electronic communications (8 lectures, over 17,000 newsletter subscribers, and tweets that garnered over one million impressions in 2019). PRACTICE: THE APA PRACTICE DIRECTORATE SUPPORTS AND PROMOTES THE PRACTICE OF PSYCHOLOGY AND THE ACCESSIBILITY AND AVAILABILITY OF MENTAL AND BEHAVIORAL HEALTH SERVICES THROUGH: ADVOCACY FOR ADEQUATE AND APPROPRIATE CONSUMER ACCESS TO PSYCHOLOGICAL SERVICES; DEVELOPMENT OF CLINICAL PRACTICE GUIDELINES; A PUBLIC EDUCATION CAMPAIGN FOCUSING ON MIND/BODY HEALTH AND THE CONNECTION BETWEEN PSYCHOLOGICAL AND PHYSICAL HEALTH; THE PUBLIC EDUCATION CAMPAIGN NETWORK; THE ANNUAL STRESS IN AMERICA SURVEY; THE APA HELP CENTER, A WEB-BASED PLATFORM FOR CONSUMER INFORMATION; EDUCATIONAL AND PROFESSIONAL DEVELOPMENT MATERIALS FOR PRACTITIONERS; A DISASTER RESOURCE NETWORK IN COOPERATION WITH THE AMERICAN RED CROSS; AND, STAFFING AND SUPPORT FOR NUMEROUS APA GOVERNANCE AND WORK GROUPS IN PURSUIT OF THEIR EFFORTS ON BEHALF OF PSYCHOLOGY AND THE PUBLIC. |
| FORM 990, PART VI, SECTION A, LINE 1A | VOTING MEMBERS APA IS GOVERNED BY A COUNCIL OF REPRESENTATIVES COMPRISED OF 179 MEMBERS WHICH MEETS TWICE A YEAR, AND ITS SMALLER BOARD OF DIRECTORS WHICH IS COMPRISED OF THE PRESIDENT, THE PRESIDENT-ELECT, THE PAST PRESIDENT, THE RECORDING SECRETARY, AND THE TREASURER (BOARD LEADERS); THE CHIEF EXECUTIVE OFFICER (WITHOUT VOTE); THE APAGS PAST CHAIR OR OTHER DESIGNEE FROM THE APAGS EXECUTIVE COMMITTEE; THE CHAIR AND CHAIR-ELECT OF ANY LEADERSHIP GROUP ELECTED BY COUNCIL; AND SIX MEMBERS-AT-LARGE. THE PRESIDENT AND MEMBERS-AT-LARGE OF THE BOARD OF DIRECTORS ARE MEMBERS OF THE ASSOCIATION ELECTED BY A PREFERENTIAL BALLOT BY THE VOTING MEMBERS OF THE ASSOCIATION; THE RECORDING SECRETARY AND TREASURER ARE ELECTED BY A PREFERENTIAL BALLOT BY THE VOTING MEMBERS OF COUNCIL. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO MEMBERS OF THE COUCIL OF REPRESENTATIVES. THE BOARD OF DIRECTORS MEETS AT LEAST SIX, AND OFTEN AS MANY AS TEN TIMES A YEAR IN PERSON, IN ADDITION TO BI-MONTHLY MEETINGS BY CONFERENCE CALL. ALL VOTING BOARD MEMBERS ARE INDEPENDENT EXCEPT ONE. THE BOARD OF DIRECTORS IS THE ADMINISTRATIVE AGENT OF COUNCIL, SUPERVISES THE WORK OF THE CHIEF EXECUTIVE OFFICER OF THE ASSOCIATION, AND EXERCISES GENERAL SUPERVISION OVER THE AFFAIRS OF THE ASSOCIATION. IN THE INTERVAL BETWEEN THE ANNUAL MEETINGS OF COUNCIL, THE BOARD OF DIRECTORS HAS AUTHORITY TO TAKE SUCH ACTIONS AS ARE NECESSARY FOR THE CONDUCT OF THE ASSOCIATION'S AFFAIRS IN ACCORDANCE WITH THE BYLAWS AND THE POLICIES OF COUNCIL. IF AN EMERGENCY IS DECLARED BY A MAJORITY OF THE BOARD OF DIRECTORS, THE BOARD HAS THE POWER TO TAKE ACTIONS AS THOUGH SUCH ACTIONS WERE TAKEN BY COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY/BUSINESS RELATIONSHIPS AS AN ASSOCIATION OF PSYCHOLOGISTS, OUR MEMBERS ROUTINELY DO BUSINESS WITH EACH OTHER, INCLUDING COUNCIL MEMBERS DOING BUSINESS WITH EACH OTHER. EXISTING PROCEDURES REGARDING CONFLICTS OF INTERESTS GOVERN THESE ISSUES. COUNCIL MEMBERS ARE EDUCATED ABOUT HOW TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST. SEE NEXT PAGE FOR DESCRIPTION OF CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION A, LINES 6, 7A, & 7B | MEMBERSHIP APA IS A MEMBERSHIP ORGANIZATION WHOSE MEMBERS ELECT THE GOVERNING BODY AND APPROVE CHANGES TO THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE APA AUDIT SUBCOMMITTEE PERFORMS A THOROUGH REVIEW OF A DRAFT OF THE IRS FORM 990, AS DOES MANAGEMENT. SUBSEQUENT TO THEIR REVIEWS THE RETURN IS FINALIZED AND FORWARDED, VIA E-MAIL, TO THE BOARD OF DIRECTORS AND COUNCIL OF REPRESENTATIVES BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY GOVERNING ITS COUNCIL OF REPRESENTATIVES AND BOARD OF DIRECTORS. EACH YEAR NEW APA COUNCIL AND BOARD MEMBERS RECEIVE TRAINING FROM APA LEGAL COUNSEL REGARDING APA'S CONFLICT OF INTEREST POLICY, HOW TO IDENTIFY A CONFLICT OF INTEREST AND HOW TO HANDLE POSSIBLE CONFLICTS OF INTEREST WHEN THEY ARISE. IN ADDITION, EACH YEAR ALL GOVERNANCE MEMBERS RECEIVE AN EDUCATIVE SET OF MATERIALS REGARDING CONFLICTS OF INTEREST AND SELF EVALUATION WORKSHEETS TO TEST AWARENESS. EACH GOVERNANCE MEMBER IS REQUIRED TO COMPLETE A WRITTEN CONFIRMATION THAT SHE OR HE WILL ABIDE BY THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE INTEREST OR RELATIONSHIPS THAT MAY POSE CONFLICTS. AT EACH MEETING OF THE COUNCIL, ALL MEMBERS ARE REMINDED THAT THEY ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY, WHICH IS PRINTED IN THE ASSOCIATION RULES AND POSTED ON APA'S WEBSITE. ALL APA EMPLOYEES ARE REQUIRED TO SIGN A FINANCIAL CONFLICT OF INTEREST CERTIFICATE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B | DETERMINING COMPENSATION APA IS GOVERNED BY A COUNCIL OF REPRESENTATIVES COMPRISED OF 178 MEMBERS WHICH MEETS TWICE A YEAR, AND ITS SMALLER 16 MEMBER BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SETS COMPENSATION FOR SENIOR MANAGEMENT PURSUANT TO A COMPENSATION POLICY. THE FULL BOARD SETS COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO) AND THE CHIEF FINANCIAL OFFICER (CFO)/CHIEF OPERATING OFFICER (COO), BASED ON, AMONG OTHER THINGS, COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT, PERFORMANCE MEASURES, AND A REVIEW FOR REASONABLENESS. FOR COMPENSATION FOR ASSOCIATION SENIOR EXECUTIVES OTHER THAN THE CEO AND CFO/COO, THE CEO MAKES COMPENSATION RECOMMENDATIONS TO THE PERSONNEL AND COMPENSATION COMMITTEE (PCC) OF THE BOARD BASED PRIMARILY ON PERFORMANCE AND COMPARABILITY DATA. IN ADDITION THE PCC REVIEWS, ON BEHALF OF THE BOARD, THE CONTRACT PERIOD AND COMPENSATION FOR ANY OTHER KEY EMPLOYEES OF THE ASSOCIATION AS DEFINED IN THE INSTRUCTIONS TO THE 990. CONTEMPORARY MINUTES OF THE DELIBERATION AND DECISIONS OF THE BOARD AND PCC ARE MAINTAINED. THE BOARD LEADERS RECEIVE HONORARIA FOR SERVICE ON THE BOARD. THESE HONORARIA ARE ESTABLISHED BY THE COUNCIL OF REPRESENTATIVES AND SET OUT IN THE COUNCIL OF REPRESENTATIVES "SELECTED SPENDING POLICY" GUIDELINES. THE MEMBERS OF COUNCIL DO NOT RECEIVE HONORARIA, AND THE BOARD OF DIRECTORS DOES NOT HAVE A ROLE IN REVIEWING, SETTING OR RECOMMENDING THE AMOUNT OF ITS OWN HONORARIA. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF OTHER DOCUMENTS THE BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON APA'S WEBSITE. |
| FORM 990, PART VII, SECTION A, COLUMN D | REPORTABLE COMPENSATION FROM THE ORGANIZATION Amounts paid to Board members are for honoraria associated with board roles, editorial fees and other honoraria. |
| FORM 990, PART VII, SECTION A | OFFICERS THE PERSONS LISTED AS PRESIDENT, TREASURER, PAST PRESIDENT, PRESIDENT ELECT, AND RECORDING SECRETARY ARE MEMBERS OF THE BOARD OF DIRECTORS WHO HAVE LEADERSHIP ROLES WITH THE BOARD. THEY ARE NOT OFFICERS UNDER THE BYLAWS AND THEIR SERVICES TO APA ARE PROVIDED SOLELY AS PART OF THEIR BOARD LEADERSHIP RESPONSIBILITIES. |
| Software ID: | |
| Software Version: |