2024-11-13T09:51:53-06:00 2023-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2023-01-01 390852310 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT AMER 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT/CEO 7036838100 2024-11-12 1 0 JULIA FLANNERY P00928918 4102469300 2024-11-01 2023 2024-10-15 13:58:12Z ASSOCIATION FOR TALENT DEVELOPMENT ANTHONY BINGHAM 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 51478191 0 X WWW.TD.ORG X 1957 WI TO PROVIDE MEMBERSHIP BENEFITS, CONTENT AND RESOURCES TO TALENT DEVELOPMENT PROFESSIONALS. 6 6 194 126 1325364 114144 11656986 9743152 31216300 39466702 561177 1287166 1274613 981171 44709076 51478191 0 0 0 0 20109259 24139695 0 0 0 22267701 27502595 42376960 51642290 2332116 -164099 65223939 68286610 24622695 26111264 40601244 42175346 X EMPOWER PROFESSIONALS TO DEVELOP TALENT IN THE WORKPLACE. 0 0 10833821 18744248 CONFERENCES & EXPOSITIONS: ATD'S CONFERENCES, EXPOSITIONS, AND SEMINARS PROVIDED THE MOST CURRENT INFORMATION, ALONG WITH COLLABORATIVE ACTIVITIES FOR ATTENDEES FROM AROUND THE WORLD. THE ANNUAL ATD INTERNATIONAL CONFERENCE AND EXPOSITION IS THE PREEMINENT WORLD FORUM FOR PRESENTATION AND DISCUSSION OF NEW ISSUES AND PRACTICES IN LEARNING AND PERFORMANCE. THE ATD TECHKNOWLEDGE CONFERENCE AND EXPOSITION BRINGS TOGETHER THE WORLDS OF TECHNICAL TRAINING AND LEARNING TECHNOLOGIES INTO ONE VENUE. 9401284 17047516 EDUCATIONAL PROGRAMS: THIS DEPARTMENT CONSTRUCTS AND DELIVERS THE EDUCATONAL CONTENT FOR CONFERENCE, SEMINARS, WORKSHOPS, AND IN-COMPANY TRAINING ON ALL ASPECTS OF TRAINING DEVELOPMENT AND PERFORMANCE ISSUES. 7601635 SALES AND MARKETING: PUBLIC AWARENESS TRAINING AND DEVELOPMENT TOUCHES ALL BUSINESS LARGE AND SMALL, PUBLIC AND PRIVATE. THIS DEPARTMENT STRIVES TO FURTHER EXPAND THE AWARENESS OF TRAINING AND ISSUES DEVELOPMENT TO A BROADER MARKET. 4681922 MEMBERSHIP AND CHAPTER MAINTENANCE AND SERVICES: THE MEMBERSHIP DEPARTMENT FOCUSES ON THE RETENTION OF EXISTING MEMBERS AND SERVICES TO CHAPTERS WITH THE USE OF A VARIETY OF VEHICLES THROUGH WHICH KNOWLEDGE OF THE WORKPLACE LEARNING AND PERFORMANCE FIELDS MAY BE DISSEMINATED. 4511232 3246833 PUBLISHING: INSIGHTS INTO BEST PRACTICES, ANALYSIS OF TRENDS, THE LATEST IDEAS IN THE FIELD, PRACTICAL HOW-TO GUIDANCE, AND INFORMATION ON PRODUCTS AND SERVICES ARE FEATURES IN ATD PUBLICATIONS AND BOOKS, THE MONTHLY T+D MAGAZINE, THE ONLINE CTDO MAGAZINE, RESEARCH REPORTS, THE PRACTICAL TD AT WORK SERIES, AND OTHER PUBLICATIONS. 368131 309463 RESEARCH: ATD'S RESEARCH PROJECTS ARE WORKPLACE-BASED AND ARE FOCUSED ON SEVERAL KEY THEMES: THE WAYS IN WHICH INDIVIDUALS AND ORGANIZATION LEARN; THE LINKS BETWEEN WORKPLACE LEARNING AND INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE; THE ORGANIZATIONAL PROGRAMS THAT BEST IMPROVE PERFORMANCE AND ENHANCE WORKPLACE LEARNING; AND THE SYSTEMS DIMENSION OF PERFORMANCE. 101971 CAREER CENTER: PROVIDES GUIDANCE TO PROFESSIONALS LOOKING TO BEGIN OR EXPAND A CAREER IN THE WORKPLACE LEARNING AND PERFORMANCE FIELDS. JOB OPPORTUNITIES MAY BE POSTED HERE WITH THE ON-LINE JOB BANK, AS WELL AS PROFESSIONAL RESUMES. 586271 CI MANAGEMENT FEE 118642 OTHER PROGRAM SERVICES 9663256 4261209 37499996 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 337 0 1 194 1 1 1 1 CH 0 0 0 0 0 0 0 0 1 0 X 6 6 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA VA WI X JESSICA RICHARDS 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 JAMES JIM CAPRARA CHAIR 1.00 0.00 X X 0 0 0 PAUL WALTON TREASURER 1.00 0.00 X X 0 0 0 CHERYL DOGGETT DIRECTOR 1.00 0.00 X 0 0 0 GIRISH GANESAN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ARENA DIRECTOR 1.00 0.00 X 0 0 0 KRISTINE ELLIS DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY BINGHAM PRESIDENT & CEO 39.00 1.00 X 1121736 0 165282 JESSICA RICHARDS DIRECTOR OF FINANACE 39.00 1.00 X 238431 0 15595 AMANDA MILLER DIRECTOR OF ENTERPRISE SOLUTIONS 40.00 0.00 X 380569 0 11771 JENNIFER CORSINI VICE PRESIDENT, EXTERNAL RELATIONS 40.00 0.00 X 333203 0 50163 COURTNEY VITAL VICE PRESIDENT, LEARNING 40.00 0.00 X 283592 0 16991 JEANNA CHUN SENIOR ACCOUNT EXECUTIVE 40.00 0.00 X 278877 0 17069 ADEDAMOLA ST DANIELS DIRECTOR, TECHNOLOGY 40.00 0.00 X 237560 0 0 2873968 0 276871 62 0 1 0 FREEMAN PO BOX 734596 DALLAS TX 75373 CONFERENCE SERVICES 1705218 CENTERPLATE INC 1 INDEPENCE POINT STE 305 GREENVILLE SC 29615 CONFERENCE CATERING SERVICES 1317948 MYPLANET DIGITAL INC 155 NORTH WACKER DRIVE STE 4250 CHICAGO IL 60606 TECHNOLOGY SOLUTIONS 1162923 EXECUTIVE SPEAKERS BUREAU PO BOX 382036 GERMANTOWN TN 38183 SPEAKER BUREAU 790715 SAN DIEGO PADRES 100 PARK BOULEVARD SAN DIEGO CA 92101 EVENT VENUE 471091 47 9743152 9743152 EDUCATIONAL PROGRAMS 900099 17042516 17042516 CONFERENCES & SEMINARS 611430 16228576 12892826 213950 3121800 PUBLICATIONS 541800 3461369 2524836 936533 SPONSORSHIPS 900099 2734241 2734241 39466702 1287166 1287166 220019 220019 MANAGEMENT FEE 541900 586271 586271 JOB BANK 900004 174881 174881 761152 51478191 33046449 1325364 7363226 1542895 1023312 519583 19207117 12694558 6512559 563609 387504 176105 1498010 908308 589702 1328064 950809 377255 198831 198831 81624 81624 94085 94085 5080762 4916638 164124 2218980 2218980 210967 75221 135746 2876151 1242712 1633439 157092 157092 667992 667992 465458 367103 98355 11361787 11357579 4208 3918 3918 1933766 684663 1249103 249187 132674 116513 INCOME TAX 226619 51144 175475 CREDIT CARD FEES 1033639 4038 1029601 COST OF SALES 327661 327661 RECRUITING 202952 202952 111124 111124 51642290 37499996 14142294 0 16521968 17640325 3093021 3264334 809187 783996 3397075 2949687 28465249 20081080 7350448 8384169 14501009 16265871 8017328 8574272 11533903 10423956 65223939 68286610 4413090 6070088 13386308 13817441 6823297 6223735 24622695 26111264 X 40601244 42175346 40601244 42175346 65223939 68286610 X -164099 1739733 -1532 X 0 1 X 1 0 X 9233937 8548002 11084334 11656986 9743152 50266411 37640310 20155546 22969005 30423871 38316219 149504951 46874247 28703548 34053339 42080857 48059371 199771362 0 0 0 199771362 1058325 1273635 1186424 903884 1507185 5929453 1058325 1273635 1186424 903884 1507185 5929453 179528 116098 188066 180337 90174 754203 855834 10261863 723960 601817 586271 13029745 48967934 40355144 36151789 43766895 50243001 219484763 0.91020 0.90640 0.02700 0.02570 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITY - 2019 AMOUNT: $ 855,834. 2020 AMOUNT: $ 615,361. 2021 AMOUNT: $ 723,960. 2022 AMOUNT: $ 601,817. 2023 AMOUNT: $ 586,271. INSURANCE CLAIM - 2020 AMOUNT: $ 9,646,502. 0 500 500 51060048 51060548 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 500 500 500 500 2000 250000 250000 250000 250000 1000000 1500000 4636148 843092 3793056 23829101 19237988 4591113 8384169 ALTERNATIVE INVESTMENTS 4143819 F 7927.25 - ISHARES S&P 500 INDEX (BSPGX) 4430453 F 8574272 DEPOSITS 169582 DEFERRED COMPENSATION 630440 DUE FROM ATD CERTIFICATION INSTITUTE 3580782 DUE FROM ATD CONSULTING (SHANGHAI) COMPANY, LTD. 1036062 DUE FROM ATD LIMITED (HONG KONG) 32709 RIGHT-OF-USE ASSET FOR OPERATING LEASE 4841760 RIGHT-OF-USE ASSET FOR FINANCE LEASE 132621 10423956 DEFERRED COMPENSATION 630440 LEASE LIABILITY FOR OPERATING LEASE, NET 5460674 LEASE LIABILITY FOR FINANCE LEASE, NET 132621 6223735 56495334 1739733 3371495 5111228 51384106 94085 94085 51478191 54426448 2878243 2878243 51548205 94085 94085 51642290 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 3,371,495. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 2,876,711. (GAIN) LOSS ON FOREIGN CURRENCY 1,532. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2547064 EAST ASIA AND THE PACIFIC 1 0 PROGRAM SERVICES CONFERENCES 448415 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCES 72722 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCES 862724 1 0 0 0 1 0 3930925 0 3930925 0 0 0 0 0 1 X X X X 0 1 0 1 0 1 0 1 0 ANTHONY BINGHAM PRESIDENT & CEO 879024 0 206748 0 35964 0 153133 0 12991 0 1287860 0 0 0 AMANDA MILLER DIRECTOR OF ENTERPRISE SOLUTIONS 379815 0 0 0 754 0 11771 0 809 0 393149 0 0 0 JENNIFER CORSINI VICE PRESIDENT, EXTERNAL RELATIONS 331689 0 700 0 814 0 19800 0 31205 0 384208 0 0 0 COURTNEY VITAL VICE PRESIDENT, LEARNING 283174 0 0 0 418 0 16991 0 842 0 301425 0 0 0 JEANNA CHUN SENIOR ACCOUNT EXECUTIVE 271655 0 7052 0 170 0 6666 0 11040 0 296583 0 0 0 JESSICA RICHARDS DIRECTOR OF FINANACE 235598 0 2500 0 333 0 13628 0 2975 0 255034 0 0 0 ADEDAMOLA ST DANIELS DIRECTOR, TECHNOLOGY 237358 0 0 0 202 0 0 0 842 0 238402 0 0 0 PART I, LINE 4B THE CEO, ANTHONY BINGHAM, PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PART I, LINE 5 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL REVENUE. PART I, LINE 6 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL NET INCOME. FOR ALL OTHERS SHOWN IN PART VII OF THE FORM 990, BONUS AMOUNTS ARE BASED ON A PERCENTAGE OF NET INCOME AND THEN DISTRIBUTED BASED ON PERFORMANCE REVIEW SCORES. PART I, LINE 7 PER THE CEO'S FORMAL AGREEMENT, AN ACCRUAL FOR A RETENTION BONUS WAS RECORDED IN 2023. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO TRAINING AND DEVELOPMENT PROFESSIONALS WITHIN ORGANIZATIONS OF ALL SIZES, IN THE PRIVATE AND PUBLIC SECTORS, AS INDEPENDENT CONSULTANTS, AND AS SUPPLIERS. FORM 990, PART VI, SECTION A, LINE 7A A SELECTION COMMITTEE APPOINTED BY THE ATD BOARD OF DIRECTORS APPOINTS UP TO NINE MEMBERS OF THE ATD BOARD IN ACCORDANCE WITH THE ATD BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO PROVISIONS OF ATD BYLAWS AND CHAPTER 181 OF THE WISCONSIN STATUTES, ATD'S MEMBERS HAVE THE RIGHT TO APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AND OTHER FUNDAMENTAL TRANSACTIONS SUCH AS SALE OF ASSETS OTHER THAN IN THE REGULAR COURSE OF BUSINESS, MERGER, AND DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AS STATED IN POLICY 3.10, THE FINANCIAL PERFORMANCE COMMITTEE OF THE BOARD REVIEWS ATD'S FEDERAL AND STATE TAX FORMS BEFORE THEY ARE FILED WITH THE GOVERNMENT. MANAGEMENT REVIEW - THE TAX FORMS ARE REVIEWED BY THE SENIOR DIRECTOR OF FINANCE AND THE ASSOCIATE DIRECTOR OF FINANCE WITH THE RSM TAX TEAM. ONCE THE FORMS ARE FINALIZED, THE SENIOR DIRECTOR OF FINANCE REVIEWS WITH THE PRESIDENT/CEO BEFORE SIGN-OFF, AND THE FORMS ARE SENT TO THE OFFICERS OF THE ATD BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY ALL BOARD MEMBERS TO THE ATD PRESIDENT, BOTH THROUGH THE ANNUAL DISCLOSURE FORM AND WHENEVER A CONFLICT ARISES. ANY CHANGES ARE DISCUSSED DURING QUARTERLY BOARD MEETINGS. ATD MAINTAINS CLOSE COMMUNICATION WITH THEIR BOARD MEMBERS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD LEADS THE REVIEW AND DETERMINATION OF THE CEO'S COMPENSATION. THE DIRECTOR OF HUMAN RESOURCES COMPLETES A FORMAL COMPENSATION REVIEW UTILIZING EXTERNAL BENCHMARKING DATA. THE INSTRUCTIONS FROM THE BOARD TO HUMAN RESOURCES TO AFFECT CHANGES ARE WELL DOCUMENTED. THE COMPENSATION STRUCTURE IS REVIEWED ON A REGULAR BASIS BY HUMAN RESOURCES, WITH APPROVAL FROM THE CEO. THE STRUCTURE IS BASED ON A "MIDPOINT EQUALS MARKET" APPROACH. EACH YEAR, THE RESULTS OF INDIVIDUAL EMPLOYEE SCORECARDS (ATD'S PERFORMANCE PLANNING TOOL) DETERMINE INDIVIDUAL COMPENSATION WITHIN THE STRUCTURE. MANAGERS HAVE INPUT INTO THE PROCESS, WITH ULTIMATE APPROVAL BY HUMAN RESOURCES AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 ATD COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(A), DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE UPON REQUEST. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, ATD HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. ATD MAKES THESE DOCUMENTS AVAILABLE TO MEMBERS TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY -1,532. ASTD CERTIFICATION INSTITUTE 1640 KING STREET ALEXANDRIA VA 22314 311788556 CERTIFICATION PROGRAM VA 501(C)(6) AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 ASTD CERTIFICATION INSTITUTE A 94258 COST ASTD CERTIFICATION INSTITUTE D 4649553 COST ASTD CERTIFICATION INSTITUTE S 586271 COST