2024-11-14T13:53:14-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-01-01 390912502 AMERICAN SOCIETY FOR QUALITY INC AMER 4142728575 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 SIDDHARTHA BHATNAGAR CEO 4142728575 2024-11-14 1 1 TROY MARINE CPA P00187863 4147775500 2024-11-14 2023 2024-10-15 13:58:12Z SIDDHARTHA BHATNAGAR 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 32473724 0 X WWW.ASQ.ORG X 1946 WI ASQ IS A GLOBAL COMMUNITY COLLABORATING TO ADVANCE EXCELLENCE THROUGH QUALITY. ENHANCING LIVES THROUGH QUALITY, FOR A BETTER TOMORROW. 20 20 122 3000 41483 10493 140443 135900 22067301 22470115 883187 1869643 320633 491285 23411564 24966943 83489 81917 0 0 12012009 11708837 0 0 0 17318429 16300525 29413927 28091279 -6002363 -3124336 48690919 45923782 23165797 22311659 25525122 23612123 ASQ IS A GLOBAL COMMUNITY COLLABORATING TO ADVANCE EXCELLENCE THROUGH QUALITY. 0 0 15966186 81917 22919917 ASQ IS A NOT-FOR-PROFIT PROFESSIONAL SOCIETY FORMED TO SUPPORT INDIVIDUALS IN THEIR PURSUIT OF QUALITY PRACTICES AND PERFORMANCE EXCELLENCE BY PROVIDING THOUGHT LEADERSHIP, TRAINING, AND KNOWLEDGE RESOURCES. ACTIVITIES INCLUDE DEVELOPING QUALITY TOOLS, TRAINING ; PUBLICATIONS; AND, CONFERENCES AND FORUMS FOR QUALITY PRACTITIONERS. 15966186 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 187 0 1 122 1 1 1 1 CH CA MX IN 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 WI NY X ANDREW GLUBISZ 4142742076 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 FRANCISCO SANTOS CHAIR 1.00 X X 0 0 0 KERRY BASS TREASURER 1.00 X X 0 0 0 WANDA STURM CHAIR ELECT 1.00 X 0 0 0 BLANTON GODFREY PAST CHAIR 1.00 X 0 0 0 DAN SNIEZEK DIRECTOR 1.00 X 0 0 0 FRANK MURDOCK DIRECTOR 1.00 X 0 0 0 JOSE CARLOS FLORES-MOLINA DIRECTOR 1.00 X 0 0 0 LISA EL-SHALL DIRECTOR 1.00 X 0 0 0 MICHAEL KIRCHNER DIRECTOR 1.00 X 0 0 0 NANCY NOUAIMEH DIRECTOR 1.00 X 0 0 0 PEDRO SARAIVA DIRECTOR 1.00 X 0 0 0 PETER MERRILL DIRECTOR 1.00 X 0 0 0 POLLY LEBARRON DIRECTOR 1.00 X 0 0 0 SACHIN GARG DIRECTOR 1.00 X 0 0 0 SHAWN ARMSTRONG DIRECTOR 1.00 X 0 0 0 SHERONDA JEFFRIES DIRECTOR 1.00 X 0 0 0 STEPHANIE GAULDING DIRECTOR 1.00 X 0 0 0 STEVEN SCHUELKA DIRECTOR 1.00 X 0 0 0 THERESE STEINER DIRECTOR 1.00 X 0 0 0 TRACY OWENS DIRECTOR 1.00 X 0 0 0 SIDDHARTHA BHATNAGAR CEO 40.00 X 373675 0 41898 CATHERINE JORDAN CEO (TERM. 05/2023) 40.00 X 296386 0 28724 JAMES MONNAT CFO 40.00 X 276640 0 32550 STEPHANIE DENVIR CHIEF MEMBER EXPERIENCE OFFICER 40.00 X 192659 0 13988 ANDREW GLUBISZ CONTROLLER 40.00 X 142098 0 42951 DENISE KRAMER COMMERCIAL EXECUTION DIRECTOR 40.00 X 158234 0 18592 HADRIEN TOURNIER-VAN GUCHT DIRECTOR OF EDUCATION 40.00 X 154992 0 13764 JOE PERRY FINANCIAL PLANNING & ANALYSIS MGR 40.00 X 121436 0 37945 ANNE AUBRY DIRECTOR OF PEOPLE OPERATIONS 40.00 X 139660 0 17811 1855780 0 248223 13 0 1 0 FUSIONSPAN 12300 TWINBROOK PARKWAY SUITE 440 ROCKVILLE MD 20852 CONSULTING SERVICES 1566415 PERFICIENT 555 MARYVILLE UNIVERSITY DRIVE SUI ST LOUIS MO 63141 MARKETING SERVICES 619894 EMBER 59 STATE STREET 3RD FLOOR NEWBURYPORT MA 01950 CONFERENCE CONSULTING SERVICES 496994 DEKRA SERVICES INC 1945 THE EXCHANGE SE SUITE 300 ATLANTA GA 30339 INSTRUCTIONAL & TRAINING SERVICES 469714 LINKEDIN 62228 COLLECTIONS DR CHICAGO IL 60693 MARKETING SERVICES 416683 37 135900 135900 MEMBERSHIP DUES 900099 6486026 6486026 SHARED SERVICES 900099 5475082 5475082 TRAINING 611600 5258396 5258396 CONFERENCES 900099 2570195 2570195 ROYALTIES AND LICENSIN 900099 1393494 1393494 1286922 1286922 22470115 5757 5757 343831 302348 41483 41483 41483 8713233 6849347 1863886 1863886 1863886 804888 355086 449802 449802 24966943 22919917 41483 1869643 81917 81917 1256521 1256521 8385847 5378029 3007818 317302 176975 140327 1023233 570708 452525 725934 404890 321044 200293 136499 63794 61723 42064 19659 974048 846058 127990 3377932 1008094 2369838 255142 233710 21432 1681454 1540211 141243 863049 863049 1586009 442852 1143157 CONTRACT & PROFESSIONAL 6323542 4309460 2014082 PARTNER PAYMENTS 676259 676259 OTHER 301074 118460 182614 28091279 15966186 12125093 0 7133619 6047215 388376 455335 866271 1038203 4857789 4288726 220297 184060 38857593 29403954 9155401 9453639 25128158 23357817 941008 1098787 48690919 45923782 7462771 5619694 3816026 4604965 11387000 11087000 500000 1000000 23165797 22311659 X 25525122 23612123 25525122 23612123 48690919 45923782 -3124336 1211337 0 X X 0 1 X 1 0 X 317877 47720 6528485 140443 135900 7170425 37503889 22707238 22361445 22104304 23210586 127887462 37821766 22754958 28889930 22244747 23346486 135057887 0 0 0 135057887 1451703 1079397 1321751 313661 414005 4580517 1451703 1079397 1321751 313661 414005 4580517 13315634 844818 14160452 52589103 24679173 30211681 22558408 23760491 153798856 0.87810 0.87760 0.02980 0.02920 X 15630169 8986134 6644035 843342 773194 70148 19885524 17659494 2226030 2498558 1985132 513426 9453639 LINE OF CREDIT 1000000 1000000 X PART X, LINE 2: THE SOCIETY HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ASQ GLOBAL DEVELOPMENT, LLC, ASQ MEXICO, LLC, AND ASQ INDIA WERE FORMED AS SINGLE MEMBER LIMITED LIABILITY COMPANIES ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. AS SUCH, THEIR OPERATIONS ARE INCLUDED IN THE FEDERAL AND STATE TAX RETURNS OF ITS PARENT, THE SOCIETY. KUALITE WAS INCORPORATED IN CHINA AS A FOR-PROFIT ENTERPRISE AND IS SUBJECT TO THE TAX LAWS OF THE PEOPLE'S REPUBLIC OF CHINA. DURING THE YEARS ENDING DECEMBER 31, 2023 AND 2022, KUALITE PAID INCOME TAX OF APPROXIMATELY $0 AND $60,000, RESPECTIVELY. IN 2023, ASQ COMPLETED THE PROCESS TO DE-REGISTER KUALITE WITH THE CHINESE GOVERNMENT AND CLOSED OPERATIONS. ASQ ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASQ DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNDERTAIN TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. NORTH AMERICA 0 5 PROGRAM SERVICES QUALITY CONTROL 492049 SOUTH ASIA 1 4 PROGRAM SERVICES QUALITY CONTROL 294293 EAST ASIA AND THE PACIFIC 2 3 PROGRAM SERVICES QUALITY CONTROL 3 12 0 0 3 12 786342 0 786342 0 0 1 0 0 0 0 SCHOLARSHIPS ISSUED BY SECTIONS/DIVISIONS 58 52662 DONATIONS MADE BY SECTIONS/DIVISIONS 30 14255 OTT SCHOLARSHIP 2 15000 X X X X 0 0 0 1 0 0 0 0 0 SIDDHARTHA BHATNAGAR CEO 314763 0 44944 0 13968 0 19206 0 22692 0 415573 0 0 0 CATHERINE JORDAN CEO (TERM. 05/2023) 147104 0 130000 0 19282 0 24102 0 4622 0 325110 0 0 0 JAMES MONNAT CFO 217337 0 42310 0 16993 0 19164 0 13386 0 309190 0 0 0 STEPHANIE DENVIR CHIEF MEMBER EXPERIENCE OFFICER 175063 0 15000 0 2596 0 0 0 13988 0 206647 0 0 0 ANDREW GLUBISZ CONTROLLER 107305 0 12899 0 21894 0 11677 0 31274 0 185049 0 0 0 DENISE KRAMER COMMERCIAL EXECUTION DIRECTOR 124606 0 14214 0 19414 0 11947 0 6645 0 176826 0 0 0 HADRIEN TOURNIER-VAN GUCHT DIRECTOR OF EDUCATION 142206 0 12786 0 0 0 7138 0 6626 0 168756 0 0 0 JOE PERRY FINANCIAL PLANNING & ANALYSIS MGR 110661 0 10775 0 0 0 9788 0 28157 0 159381 0 0 0 ANNE AUBRY DIRECTOR OF PEOPLE OPERATIONS 114182 0 12421 0 13057 0 10445 0 7366 0 157471 0 0 0 PART I, LINE 5 TO ENCOURAGE AND MOTIVATE CERTAIN MANAGEMENT EMPLOYEES TO ACHIEVE SPECIFIC OPERATING GOALS, THE SOCIETY USES A MANAGEMENT INCENTIVE PLAN (MIP). PARTICIPANTS CAN EARN INCENTIVE COMPENSATION (CALCULATED AS A % OF THEIR BASE SALARY) UNDER A FORMULA-BASED APPROACH THAT COMPARES ACTUAL TO TARGETED RESULTS. TARGETED INCENTIVE AWARDS UNDER THE MIP RANGE FROM 10 TO 20% OF EACH PARTICIPANT'S ANNUAL BASE SALARY. A KEY MIP OPERATIONAL GOAL IS TO ACHIEVE OR EXCEED ANNUAL BUDGETED REVENUES EACH FISCAL YEAR. THIS REVENUE GOAL ACCOUNTS FOR 15% OF EACH PARTICIPANT'S TARGET AWARD FOR THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY WAS COMPRISED OF APPROXIMATELY 40,000 INDIVIDUAL MEMBERS AT THE END OF CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY'S INDIVIDUAL MEMBERS ELECT BOTH THE SOCIETY'S OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS WHOSE TERMS ARE STAGGERED. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO CERTAIN SECTIONS OF THE BYLAWS AND ELECTION TO THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY VOTING MEMBERS. THE BOARD IS ALSO RESPONSIBLE FOR APPROVAL OF THE BUSINESS PLAN AND BUDGET AND OTHER ITEMS AS SPECIFIED IN THE SOCIETY'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY HAS A BOARD APPOINTED FINANCIAL AUDITING COMMITTEE OF INDEPENDENT DIRECTORS WHOSE RESPONSIBILITIES ARE DEFINED IN A WRITTEN POLICY STATEMENT. THESE RESPONSIBILITIES INCLUDE RECEIVING AND REVIEWING BOTH FORM 990 AND FORM 990-T AND OTHER STATE REGULATORY REPORTS PRIOR TO FILING EACH YEAR. THE COMMITTEE HAS REVIEWED BOTH THE 2022 YEAR FORM 990 AND 990-T PRIOR TO THEIR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A DISCLOSURE ON A YEARLY BASIS AND UPON KNOWLEDGE OF ANY POTENTIAL CONFLICT. ITEMS ARE SUMMARIZED AND PROVIDED TO LEGAL COUNSEL FOR REVIEW TO ENSURE THERE ARE NO DISCLOSURES OF CONFLICT THAT REQUIRE ADDITIONAL MANAGEMENT OR RECUSALS. THIS REPORT IS THEN PRESENTED TO THE FINANCIAL AUDITING COMMITTEE. THE INDEPENDENT DIRECTORS PREPARE A RECOMMENDATION FOR BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A ASQ HAS A STAFF COMPENSATION AND BENEFIT COMMITTEE (SCBC) RESPONSIBLE FOR ALL TERMS AND CONDITIONS RELATED TO THE EMPLOYMENT OF THE SOCIETY'S CHIEF EXECUTIVE OFFICER (CEO). THE CHIEF EXECUTIVE OFFICER IS COMPENSATED UNDER THE TERMS OF A WRITTEN EMPLOYMENT AGREEMENT. THE SCBC REVIEWS THE CEO'S COMPENSATION PROGRAM FOR COMPETITIVENESS IN ACCORDANCE WITH ADOPTED PHILSOPHIES AND MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUCH DOCUMENTS ARE AVAILABLE TO SOCIETY MEMBERS IN GOOD STANDING ON THE ASQ WEBSITE AT ALL TIMES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ASQ MEXICO LLC 600 NORTH PLANKINTON AVE MILWAUKEE WI 53203 371566690 QUALITY CONTROL WI 385958 97280 N/A AMERICAN SOCIETY FOR QUALITY INDIA PRIVATE LIMITED 600 NORTH PLANKINTON AVE MILWAUKEE WI 53203 990364754 QUALITY CONTROL WI 347995 561438 N/A ASQ GLOBAL DEVELOPMENT LLC 600 NORTH PLANKINTON AVE MILWAUKEE WI 53203 800267325 QUALITY CONTROL WI 0 0 N/A ASQ CHINA LLC 600 NORTH PLANKINTON AVE MILWAUKEE WI 53203 830409202 QUALITY CONTROL WI 275213 0 N/A EXEMPLAR GLOBAL INC 600 NORTH PLANKINTON AVE SUITE 300 MILWAUKEE WI 53203 391683335 ACCREDITATION WI 501(C)(6) N/A N/A 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0