2024-09-05T16:13:19-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2023-01-01 870777242 AMERICAN SOCIETY OF HAND THERAPISTS INC AMER 8563806856 1120 RT 73 200 MOUNT LAUREL NJ 08054 GENE TERRY EXECUTIVE DIRECTOR 8563806856 2024-09-05 1 0 ADAM WATSON P01367206 2155677770 2024-09-04 2023 2024-08-08 14:25:15Z GENE TERRY 1120 RT 73 200 MOUNT LAUREL NJ 08054 2355039 0 X WWW.ASHT.ORG X 1977 PA TO BUILD AND SUPPORT THE PROFESSIONALS DEDICATED TO THE EXCELLENCE OF HAND THERAPY. 11 10 0 150 80565 43634 3997 19725 2079255 2077467 42329 52920 0 0 2125581 2150112 0 0 0 0 30000 30000 0 0 0 2340758 2446750 2370758 2476750 -245177 -326638 2481817 1888192 1045721 679031 1436096 1209161 THE SOCIETY WORKS TO BE THE RECOGNIZED LEADER IN ADVANCING THE SCIENCE AND PRACTICE OF HAND AND UPPER EXTERMITY THERAPY THROUGH EDUCATION, ADVOCACY, RESEARCH AND CLINICAL STANDARDS. 0 0 1197830 898516 ANNUAL MEETING - HELD TO DISSEMINATE INFORMATION ON THE HAND THERAPY SPECIALTY. 379284 323973 EDUCATION PROGRAMS - FEATURE INFORMATION ON CONFERENCES AND WORKSHOPS, ONLINE AND HOME STUDY COURSES, PREPARATION MATERIALS FOR THE CERTIFIED HAND THERAPIST EXAM, AND INFORMATION ON FELLOWSHIPS AND CERTIFICATE PROGRAMS. 216260 854978 COMMUNICATION AND AWARENESS - CAMPAIGNS ARE HELD TO DISSEMINATE INFORMATION ON THE HAND THERAPY SPECIALTY. IN ADDITION, JOURNAL PUBLICATIONS AND THE SOCIETY'S WEBSITE ARE USED FOR THE DISSEMINATION OF INFORMATION AND TO INCREASE AWARENESS REGARDING THE HAND THERAPY SPECIALTY TO THE SOCIETY'S MEMBERS. 1793374 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X ASSOCIATION HEADQUARTERS INC 8563806856 1120 RT 73 200 MOUNT LAUREL NJ 08054 AVIVA WOLFF PRESIDENT (10/23 - 12/23) 8.00 X X 0 0 0 KENDYL BROCK HUNTER PRESIDENT (10/22 - 10/23) 8.00 X X 30000 0 0 KIMBERLY MASKER PRES-ELECT (10/23 - 12/23) 4.00 X X 0 0 0 AVIVA WOLFF PRES-ELECT (10/22 - 10/23) 4.00 X X 0 0 0 KIMBERLY MASKER VICE PRES (10/22 - 10/23) 4.00 X X 0 0 0 DANIELLE SPARKS VICE PRES (10/23 - 12/23) 4.00 X X 0 0 0 KIMBERLY MCVEIGH SEC/TREAS (10/23 - 12/23) 3.00 X X 0 0 0 EMILY SKOZA BRACKENRIDGE SEC/TREAS (10/22 - 10/23) 3.00 X X 0 0 0 KIMBERLY KRAFT SEC/TREAS-ELECT (10/23 - 12/23) 3.00 X X 0 0 0 KIMBERLY MCVEIGH SEC/TREAS-ELECT (10/22 - 10/23) 3.00 X X 0 0 0 KENDYL BROCK HUNTER IMM PAST PRES (10/23 - 12/23) 2.00 X X 0 0 0 DIANE COKER IMM PAST PRES (10/22 - 10/23) 2.00 X X 0 0 0 CHRISTINE EDDOW BOARD MEMBER AT LARGE (10/23-12/23) 3.00 X 0 0 0 ROBERT MCCLELLAN BOARD MEMBER AT LARGE 3.00 X 0 0 0 KIMBERLY KRAFT BOARD MEMBER AT LARGE (10/22-10/23) 3.00 X 0 0 0 DANIELLE SPARKS PRACTICE DIVISION DIRECTOR (10/22-10/23) 5.00 X 0 0 0 ANNE MARIE FERETTI PRACTICE DIVISION DIRECTOR (10/23-12/23) 5.00 X 0 0 0 STEPHANIE STROUSE EDUCATION DIVISION DIRECTO 5.00 X 0 0 0 JENNY DORICH RESEARCH DIVISION DIRECTOR 5.00 X 0 0 0 30000 0 0 0 0 0 0 ASSOCIATION HEADQUARTERS INC 1120 RT 73 SUITE 200 MT LAUREL NJ 08054 MANAGEMENT SERVICES 1066460 RK CULINARY GROUP LLC 900 EAST MARKET STREET SAN ANTONIO TX 78205 EVENT MANAGER SERVICES 225282 CEAVCO ON AVFX COMPANY 9 MICRO DRIVE WOBURN MA 01801 AUDIO VISUAL SERVICES 190645 ELSEVIER 6240 WEST 54TH AVENUE ARVADA CO 80002 PUBLISHING SERVICES 141478 4 19725 19725 ANNUAL MEETING 900099 898516 704966 193550 MEMBERSHIP DUES 900099 757143 757143 EDUCATION 900099 323973 323973 COMM & AWARENESS 900099 87835 6370 80565 900 RESEARCH 900099 10000 10000 2077467 50615 50615 207232 204927 2305 2305 2305 2150112 1792452 80565 257370 30000 30000 872845 536176 336669 66000 66000 7233 7233 212172 175707 36465 43956 30463 13493 176691 66024 110667 22467 15950 6517 53637 31018 22619 749712 698494 51218 33878 20163 13715 13089 5343 7746 EDUCATION 118807 110457 8350 BANK AND CC FEES 50693 29975 20718 MISCELLANEOUS 24776 7604 17172 UNRELATED BUS. INC. TAX 794 794 2476750 1793374 683376 0 926036 407720 61946 18520 15861 22815 22777 11963 115830 61330 259814 230619 58872 29195 1280495 1336649 2481817 1888192 669690 334265 376031 344766 1045721 679031 X 1385344 1152632 50752 56529 1436096 1209161 2481817 1888192 -326638 99703 0 X 0 1 X 1 0 X 162271 86611 107860 167673 213275 737690 1610632 1858218 1653673 1805527 1792453 8720503 8047 3150 11643 12031 10900 45771 1780950 1947979 1773176 1985231 2016628 9503964 0 0 0 9503964 32439 32363 36329 39418 50615 191164 54042 45074 59481 49635 57709 265941 86481 77437 95810 89053 108324 457105 1867431 2025416 1868986 2074284 2124952 9961069 0.95410 0.95580 0.04590 0.04420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 66000 66000 0 PART II-B, LINE 1: ASHT HAS RETAINED THE SERVICES OF A GOVERNMENT LIASION FIRM IN ORDER TO ADVOCATE FOR THE SOCIETY ON THE STATE & FEDERAL LEVEL. 259814 230619 29195 29195 X 2242582 99703 -7233 92470 2150112 0 2150112 2469517 0 2469517 7233 7233 2476750 PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP AND, AS A RESULT, THERE IS NO IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -7,233. FORM 990, PART VI, SECTION A, LINE 3 THE SOCIETY RECEIVES VARIOUS MANAGEMENT SERVICES INCLUDING THOSE RELATED TO GENERAL ADMINISTRATION, MEMBERSHIP, FINANCIAL SERVICES, MEETINGS, PUBLICATIONS AND OTHER PROGRAMS FROM ASSOCIATION HEADQUARTERS, INC. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS THE SOCIETY HAS ONE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS OF GOVERNING BODY LIFETIME, ACTIVE AND ASSOCIATE MEMBERS SHALL BE ENTITLED TO VOTE IN ALL MATTERS COMING BEFORE THE MEMBERSHIP. NO OTHER CLASS OF MEMBERSHIP IS ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL LIFETIME, ACTIVE AND ASSOCIATE MEMBERS SHALL BE ENTITLED TO VOTE IN ALL MATTERS COMING BEFORE THE MEMBERSHIP. NO OTHER CLASS OF MEMBERSHIP IS ENTITLED TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 PRIOR TO ITS FILING WITH THE IRS, A COPY OF THE FORM 990 IS CIRCULATED ELECTRONICALLY TO THE SOCIETY'S INDEPENDENT FINANCE COMMITTEE AND EACH VOTING MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY ALL BOARD MEMBERS MUST ANNUALLY COMPLETE A NEW CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE WHICH IDENTIFIES ANY POTENTIAL CONFLICTS. BOARD MEMBERS REVIEW AND UPDATE THAT STATEMENT EACH TIME THE BOARD MEETS IN PERSON DURING THE SAME YEAR. WHERE THERE IS DOUBT REGARDING A POTENTIAL CONFLICT OF INTEREST, THE MATTER SHALL BE RESOLVED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS AFTER REVIEW OF APPLICABLE LAWS AND STANDARDS, WITH THE DECISION RECORDED IN THE OFFICIAL BOARD MINUTES. THE BOARD MEMBER CONCERNED SHALL REFRAIN FROM VOTING REGARDING THE POTENTIAL CONFLICT OF INTEREST. IN THE EVENT OF A CONFLICT OF INTEREST, THE AFFECTED BOARD MEMBER WILL EXCUSE HIMSELF/ HERSELF FROM DELIBERATION IF SO REQUESTED BY THE BOARD. AN OFFICER OR MEMBER SHALL BE DISQUALIFIED FROM TAKING OFFICIAL ACTION OR VOTING IN A PARTICULAR MATTER IN WHICH HE/SHE HAS A VESTED BUSINESS RELATIONSHIP THROUGH EMPLOYMENT OR ARRANGEMENT CONCERNING EMPLOYMENT, OR FINANCIAL INTEREST OR HOLDINGS, EXCEPT WHERE DISCLOSED AND DEEMED ACCEPTABLE BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. THE MINUTES SHALL REFLECT ALL DECISIONS REGARDING ABSTENTION FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND TAX FILINGS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. MEMBERS OF THE SOCIETY CAN OBTAIN THESE DOCUMENTS VIA THE MEMBERS ONLY SECTION OF THE SOCIETY'S WEBSITE.