SOCIETY FOR CORPORATE GOVERNANCE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR CORPORATE GOVERNANCE INC (EIN 13-1674285)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-10-28
- IRS object ID
- 202403029349301135
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T10:58:38-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131674285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR CORPORATE GOVERNANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 2126812000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 VANDERBILT AVENUE SUITE 510 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL F WASHINGTON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2126812000 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CANDICE METH | PreparerPersonNm |
| PTIN | P01306891 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL F WASHINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 VANDERBILT AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,956,565 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SOCIETYCORPGOV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ENHANCING THE PROFESSIONAL SKILLS OF ITS MEMBERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 212 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $682,563 | PYContributionsGrantsAmt |
| CY Contributions Grants | $502,440 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,442,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,443,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,369 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,105 | PYOtherRevenueAmt |
| CY Other Revenue | $55,867 | CYOtherRevenueAmt |
| PY Total Revenue | $5,163,213 | PYTotalRevenueAmt |
| CY Total Revenue | $5,102,565 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,467,782 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,387,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,699,286 | PYOtherExpensesAmt |
| CY Other Expenses | $2,384,260 | CYOtherExpensesAmt |
| PY Total Expenses | $5,167,068 | PYTotalExpensesAmt |
| CY Total Expenses | $4,771,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,855 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $331,258 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,459,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,297,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,722,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,986,093 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,737,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,311,754 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SOCIETY FOR CORPORATE GOVERNANCE, INC.'S (THE "SOCIETY") MISSION IS TO PROMOTE AND ASSIST THE VOLUNTARY EXCHANGE OF INFORMATION AND EXPERIENCE AMONG ITS MEMBERS, RELATING TO THE DUTIES AND PRACTICES OF THE ROLE OF CORPORATE SECRETARY AND OTHER GOVERNANCE PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATIONAL PROGRAMS (NATIONAL CONFERENCES, BUSINESS DEVELOPMENT, EVENT EXPENSES, WEBINARS AND ROUNDTABLES) - APPROXIMATELY 1,400 MEMBERS SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVOCACY AND POLICY - APPROXIMATELY 2,100 MEMBERS SERVED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP - APPROXIMATELY 3,650 MEMBERS SERVED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW FITZSIMONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126812000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 VANDERBILT AVENUE SUITE 510 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KEIR GUMBS | ||||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY POCHOWICZ | ||||||||
| IMMEDIATE PAST CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANE ALLEN THRU 62023 | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEENA BAILEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG BEAZER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JARED BRANDMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIQUE CENAC | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NING CHIU | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| YAFIT COHN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF DEBRUIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH FIELDS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HORTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAILEAH HUDDLESTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA IBRAHIM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ISING THRU 62023 | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON KINNEY THRU 62023 | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM KOKAS THRU 62023 | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTA JONES MCANINLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN MCCARTHY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUNG-KYU MCCANN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY MEDINTZ THRU 62023 | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOPE MEHLMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SCILEPPI | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SIAMAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY TAYLOR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT THAYER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY YOUNGWOOD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA MAGUIRE | ||||||||
| PRESIDENT & CEO (THRU 7/2023) | 0.00 | Yes (X) | $292,522 | $0 | $32,828 | |||
| ANDREW J FITZSIMONS | ||||||||
| COO/INTERIM PRESIDENT & CEO | 35.00 | Yes (X) | $340,766 | $0 | $49,163 | |||
| OPHELIA M KING | ||||||||
| VP, EVENTS | 35.00 | Yes (X) | $156,009 | $0 | $36,005 | |||
| SOPHIE HAGER HUME THRU 62023 | ||||||||
| COMPLIANCE OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM KOKAS 6302023 - 72023 | ||||||||
| COMPLIANCE OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOPE MEHLMAN THRU 72023 | ||||||||
| BOARD SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KILLERLANE AS OF 12024 | ||||||||
| COMPLIANCE OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY FRANCIS | ||||||||
| BOARD SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL F WASHINGTON | ||||||||
| PRESIDENT & CEO (AS OF 4/15/2024) | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDI V MORRISON | ||||||||
| SVP AND GENERAL COUNSEL | 35.00 | $224,213 | $0 | $27,001 | Yes (X) | |||
| SHERYL JARVIS | ||||||||
| DIRECTOR, BOARD AND COMMITTEES | 35.00 | $142,748 | $0 | $45,419 | Yes (X) | |||
| CHARLES E ALLEN | ||||||||
| VP, POLICY & ADVOCACY | 35.00 | $177,677 | $0 | $23,489 | Yes (X) | |||
| HEATHER A SWEENEY | ||||||||
| MEMBER CONTENT & MARKETING | 35.00 | $112,737 | $0 | $29,199 | Yes (X) | |||
| DARLA STUCKEY THRU 3312023 | ||||||||
| FORMER PRESIDENT & CEO | 0.00 | $203,543 | $0 | $40,588 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,650,215 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $283,692 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS | |||||
| 50 E WASHINGTON STREET SUITE 400 | CHICAGO | IL | 60602 | OUTSOURCED ACCOUNTING | $150,343 |
| SALT CITY EVENTS LLC | |||||
| 6541 S IVORY CIRCLE TAYLORS VILLE | TAYLORSVILLE | UT | 84129 | CORPORATE EVENT PLANNING | $149,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $502,440 | AllOtherContributionsAmt |
| Total Contributions | $502,440 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,338,514 | $2,338,514 |
| NATIONAL CONFERENCE & SEMINARS | 611430 | $1,831,623 | $1,831,623 |
| PUBLICATIONS & TUTORIALS | 611710 | $273,643 | $273,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,443,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,833 | TotalRevenueColumnAmt |
| Exclusion | $98,833 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $855,645 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $854,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,645 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,645 | TotalRevenueColumnAmt |
| Exclusion | $1,645 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GAIN ON LEASE MODIFICATION | 900099 | $55,862 | $55,862 | |
| OTHER | 900099 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $55,867 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,102,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,443,785 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $156,340 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,467 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,934 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,157 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,337 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,152 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,387 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,864 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,077 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,874 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,459 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,195 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,240 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,525 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,256 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,824 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK CHARGES AND CREDIT | $157,946 |
| MEMBERSHIP DEVELOPMENT | $84,041 |
| TEMPORARY HELP | $48,895 |
| DUES AND ANNUAL FEES | $35,225 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,452 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,771,307 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,716,399 | BOYAmt |
| EOY | $1,850,415 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,431 | BOYAmt |
| EOY | $763,519 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,579 | BOYAmt |
| EOY | $104,689 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,153 | BOYAmt |
| EOY | $351,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,739 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,577 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,343 | BOYAmt |
| EOY | $25,162 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,069 | BOYAmt |
| EOY | $2,300,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,951 | BOYAmt |
| EOY | $902,787 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,459,925 | BOYAmt |
| EOY | $6,297,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,789 | BOYAmt |
| EOY | $599,522 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,790 | BOYAmt |
| EOY | $1,401,039 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,836 | BOYAmt |
| EOY | $985,532 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,722,415 | BOYAmt |
| EOY | $2,986,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,737,510 | BOYAmt |
| EOY | $3,311,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,737,510 | BOYAmt |
| EOY | $3,311,754 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,459,925 | BOYAmt |
| EOY | $6,297,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $331,258 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $138,901 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $104,085 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,338,514 | DuesAssessmentsAmt |
| Aggregate Reported Dues Ntc | $116,926 | AggregateReportedDuesNtcAmt |
| Taxable | -$116,926 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,328 | DepreciationAmt |
| Book Value | $999 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,249 | DepreciationAmt |
| Book Value | $24,163 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,162 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $33,551 |
| RIGHT-OF-USE ASSET - OPERATING LEASE | $869,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $902,787 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $116,296 |
| LEASE LIABILITY | $869,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $985,532 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,241,466 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $138,901 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $138,901 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,102,565 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,102,565 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,771,307 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,771,307 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,771,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAX OBLIGATIONS. BECAUSE OF THE SOCIETY'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW J FITZSIMONS | ||||||||||||||
| COO/INTERIM PRESIDENT & CEO | $294,551 | $0 | $46,215 | $0 | $0 | $0 | $14,158 | $0 | $35,005 | $0 | $389,929 | $0 | $0 | $0 |
| CHRISTINA MAGUIRE | ||||||||||||||
| PRESIDENT & CEO (THRU 7/2023) | $171,555 | $0 | $0 | $0 | $120,967 | $0 | $0 | $0 | $32,828 | $0 | $325,350 | $0 | $0 | $0 |
| RANDI V MORRISON | ||||||||||||||
| SVP AND GENERAL COUNSEL | $194,487 | $0 | $29,726 | $0 | $0 | $0 | $14,323 | $0 | $12,678 | $0 | $251,214 | $0 | $0 | $0 |
| DARLA STUCKEY THRU 3312023 | ||||||||||||||
| FORMER PRESIDENT & CEO | $110,649 | $0 | $92,894 | $0 | $0 | $0 | $27,326 | $0 | $13,262 | $0 | $244,131 | $0 | $0 | $0 |
| CHARLES E ALLEN | ||||||||||||||
| VP, POLICY & ADVOCACY | $159,098 | $0 | $18,579 | $0 | $0 | $0 | $10,892 | $0 | $12,597 | $0 | $201,166 | $0 | $0 | $0 |
| OPHELIA M KING | ||||||||||||||
| VP, EVENTS | $138,359 | $0 | $17,650 | $0 | $0 | $0 | $11,145 | $0 | $24,860 | $0 | $192,014 | $0 | $0 | $0 |
| SHERYL JARVIS | ||||||||||||||
| DIRECTOR, BOARD AND COMMITTEES | $131,601 | $0 | $11,147 | $0 | $0 | $0 | $10,482 | $0 | $34,937 | $0 | $188,167 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | INCLUDED IN SCHEDULE J, PART II, COLUMN B (III) - IS $120,967 OF SEVERANCE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE SOCIETY CONSISTS OF ALL PERSONS WHO ARE ACCEPTED FOR MEMBERSHIP PURSUANT TO MEMBERSHIP ELIGIBILITY RULES. PERSONS ELIGIBLE TO BECOME MEMBERS IN THE SOCIETY ARE PRIMARILY BUT NOT LIMITED TO (A) PERSONS WHOSE PRIMARY ROLES ARE AS CORPORATE SECRETARIES AND ASSISTANT SECRETARIES OF LEGAL ENTITIES, (B) OTHER EMPLOYEES OF LEGAL ENTITIES WHO HAVE A SUBSTANTIAL INVOLVEMENT WITH THE CORPORATE SECRETARIAL, GOVERNANCE, ETHICS OR COMPLIANCE FUNCTIONS WITHIN THEIR ENTITY, AND (C) PERSONS WITH FIRMS THAT PROVIDE SERVICES TO THE CORPORATE SECRETARIAL, GOVERNANCE, ETHICS OR COMPLIANCE FUNCTION (SUCH AS ATTORNEYS IN PRIVATE PRACTICE, ACCOUNTANTS, BANK TRUST OFFICERS, FINANCIAL PRINTERS, PROXY SOLICITORS, AND TRANSFER AGENTS). |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER, OTHER THAN RETIRED, INSTITUTIONAL AND HONORARY MEMBERS, SHALL BE ENTITLED TO CAST ONE VOTE, EITHER IN PERSON, VIA EMAIL OR OTHER ELECTRONIC CONVEYANCE, OR BY PROXY (INCLUDING A PROXY TRANSMITTED ELECTRONICALLY), WITH RESPECT TO ALL MATTERS PRESENTED FOR CONSIDERATION AT A MEETING OF MEMBERS. THE VOTE FOR DIRECTORS MAY BE BY BALLOT IF THE BOARD OF DIRECTORS SHALL SO ELECT OR IF REQUESTED BY A MAJORITY OF THE VOTING MEMBERS REPRESENTED AT A MEETING. DIRECTORS SHALL BE ELECTED BY A PLURALITY OF THE VOTES CAST AT A MEETING OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER, OTHER THAN RETIRED, INSTITUTIONAL AND HONORARY MEMBERS, SHALL BE ENTITLED TO CAST ONE VOTE, EITHER IN PERSON, VIA EMAIL OR OTHER ELECTRONIC CONVEYANCE, OR BY PROXY (INCLUDING A PROXY TRANSMITTED ELECTRONICALLY), WITH RESPECT TO ALL MATTERS PRESENTED FOR CONSIDERATION AT A MEETING OF MEMBERS. THE VOTE ON ANY OTHER MATTER MAY BE BY BALLOT IF THE BOARD OF DIRECTORS SHALL SO ELECT OR IF REQUESTED BY A MAJORITY OF THE VOTING MEMBERS REPRESENTED AT A MEETING. ALL OTHER MATTERS, EXCEPT AS MAY BE REQUIRED BY LAW, THE CERTIFICATE OF INCORPORATION OR THE BY-LAWS, SHALL BE AUTHORIZED BY A MAJORITY OF THE VOTES CAST AT A MEETING OF MEMBERS BY THE MEMBERS ENTITLED TO VOTE THEREAT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE SOCIETY'S PRESIDENT & CEO, CHIEF OPERATING OFFICER, AND FINANCIAL CONSULTANT. ONCE THAT REVIEW IS COMPLETED IT IS GIVEN TO THE AUDIT AND FINANCE COMMITTEE FOR REVIEW AND APPROVAL. IF ANY CHANGES ARE REQUIRED, THEY ARE MADE. THE 990 IS THEN DISTRIBUTED TO THE FULL BOARD, WHICH IS GIVEN A COMMENT PERIOD BEFORE THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY DISTRIBUTES AND COLLECTS ITS CONFLICTS OF INTEREST POLICY ANNUALLY TO ALL EMPLOYEES AND BOARD MEMBERS. THE SOCIETY HAS APPOINTED A VOLUNTEER MEMBER TO SERVE AS ITS COMPLIANCE OFFICER. THE OFFICER REVIEWS THE FORMS AND INFORMS THE BOARD OF ANY POTENTIAL CONFLICTS. NO ACTUAL CONFLICTS WERE DETERMINED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD'S EXECUTIVE STEERING COMMITTEE, AMONG OTHER TASKS SPECIFIED IN ITS CHARTER, SERVES AS THE COMPENSATION COMMITTEE. IT REVIEWS AND APPROVES THE COMPENSATION LEVEL FOR THE PRESIDENT & CEO. IT ALSO REVIEWS AND APPROVES THE BONUS POOL FOR EMPLOYEES. FOLLOWING APPROVAL, THE EXECUTIVE STEERING COMMITTEE INFORMS THE BOARD. THESE DELIBERATIONS ARE GENERALLY DESCRIBED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY'S FINANCIAL STATEMENTS, FORM 990, CODE OF CONDUCT FORM, QUESTION AND CONCERN REPORTING FORM, AND KEY GOVERNANCE DOCUMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED BENEFITS CHANGES OTHER THAN SERVICE COSTS 104,085. |
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