2024-11-13T10:48:34-06:00 2023-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-01-01 133916164 THE ACADEMY OF MANAGEMENT INC ACAD 9143261854 100 SUMMIT LAKE DRIVE 110 VALHALLA NY 10595 MARKO VUKOSAVOVIC CHIEF FINANCIAL OFFICER 9143261854 2024-11-15 1 0 MEREDITH BELL P01696827 8042822121 2024-11-11 2023 2024-10-15 13:58:12Z X NANCY URBANOWICZ 100 SUMMIT LAKE DRIVE 110 VALHALLA NY 10595 25246226 0 X WWW.AOM.ORG X 1936 NY ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS. 14 14 41 300 530569 13680 25900 22000 13698013 13823594 1470683 1769309 4723 398 15199319 15615301 145471 135596 0 0 6097587 6327703 0 0 0 7805538 7831988 14048596 14295287 1150723 1320014 50097041 55699715 2356264 1992014 47740777 53707701 X TO CONNECT SCHOLARS AND ADVANCE SCHOLARSHIP AND TEACHING ABOUT MANAGEMENT AND ORGANIZATIONS. 0 0 3841368 4364680 ANNUAL MEETING TO PRESENT RESEARCH AND OFFER DISCUSSION GROUPS AND SIMILAR PROGRAMS FOR SCHOLARLY DEVELOPMENT. 2479380 5298784 PRODUCTION OF SIX SCHOLARLY PUBLICATIONS INCLUDING ACADEMY OF MANAGEMENT JOURNAL, ACADEMY OF MANAGEMENT REVIEW, ACADEMY OF MANAGEMENT PERSPECTIVES, ACADEMY OF MANAGEMENT LEARNING AND EDUCATION, ACADEMY OF MANAGEMENT ANNALS, ACADEMY OF MANAGEMENT DISCOVERIES, IN ADDITION TO THE ACADEMY OF MANAGEMENT PROCEEDINGS AND MYACADEMY NEWS. 1007361 135595 522587 DIVISIONS AND INTEREST GROUPS REFLECT A BROAD RANGE OF MEMBER INTERESTS WITHIN 25 MANAGEMENT DISCIPLINES. THEY PROVIDE DISCIPLINARY HOME BASES FOR MEMBERS WITH SPECIFIC SCHOLARLY AND PROFESSIONAL INTERESTS. 1698677 3637543 MEMBERSHIPS, PLACEMENT, AND ALL OTHER PROGRAMS. 1698677 3637543 9026786 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 86 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NY X NANCY URBANOWICZ 9143261854 100 SUMMIT LAKE DRIVE 110 VALHALLA NY 10595 SHARON ALVAREZ PRESIDENT 1.70 X X 0 0 0 PETER BAMBERGER PRESIDENT-ELECT 1.70 X X 0 0 0 TAMMY MADSEN VICE PRESIDENT & PROGRAM CHAIR 1.70 X X 0 0 0 CHRISTOPHER TUCCI VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT 1.70 X X 0 0 0 AMY HILLMAN PAST PRESIDENT 1.70 X X 0 0 0 PEER FISS REPRESENTATIVE AT LARGE 1.00 X 0 0 0 ABBIE SHIPP REPRESENTATIVE AT LARGE 1.00 X 0 0 0 KELD LAURSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 LUCY GILSON REPRESENTATIVE AT LARGE 1.00 X 0 0 0 CYNTHIA DEVERS REPRESENTATIVE AT LARGE 1.00 X 0 0 0 MARY TRIPSAS REPRESENTATIVE AT LARGE 1.00 X 0 0 0 SABINE HOIDN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 IRENE HENRIQUES REPRESENTATIVE AT LARGE 1.00 X 0 0 0 IAN WILLIAMSON REPRESENTATIVE AT LARGE 1.00 X 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 35.00 X 370048 0 61728 MARKO VUKOSAVOVIC CHIEF FINANCIAL OFFICER 35.00 X 98595 0 28588 LARISA MUELLER CFO (THRU 01/23) 35.00 X 18701 0 4762 TERESE LONCAR CHIEF OPERATING OFFICER 35.00 X 227123 0 70447 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 35.00 X 225418 0 70447 JOHN PESCATORE MANAGING DIR., PUBLISHING & CONTENT 35.00 X 207360 0 24321 TARYN LISA FIORE DIR., MEETINGS & CONFERENCES 35.00 X 160521 0 15985 GABRIEL BRAMSON TECHNICAL SOLUTIONS ARCHITECT 35.00 X 200797 0 32180 YELENA BUNIN INTERNET & WEB DEVELOPMENT MANAGER 35.00 X 189230 0 22258 ALINA MATEI DATABASE & ANALYTICS MANAGER 35.00 X 156837 0 43127 KELLY N MITCHELL ASSOCIATE EXEC. DIR., STRATEGY & INNOVATION 35.00 X 141475 0 35252 GREG GEROSA TECHNICAL OPERATIONS MANAGER 35.00 X 140275 0 62165 2136380 0 471260 17 0 1 0 PROJECTION PRESENTATION TECHNOLOGY INC PO BOX 890472 CHARLOTTE NC 22152 ANNUAL MEETING PLATFORM 1422401 REPUTATION PARTNERS LLC 30 WEST MONROE SUITE 1410 CHICAGO IL 60603 PUBLIC RELATIONS 335436 FUSION SPAN 9450 SW GEMINI DR PMB 45851 BEAVERTON OR 97008 CUSTOMER RELATIONS MANAGEMENT 322914 ATYPON SYSTEMS 5201 GREAT AMERICA PARKWAY SUITE 21 SANTA CLARA CA 95054 JOURNAL PUBLISHING 281319 THE SHERIDAN PRESS PO BOX 419813 BOSTON MA 02241 JOURNAL PRODUCTION 225276 9 22000 22000 PUBLICATIONS 513120 5371370 5298785 72585 ANNUAL CONFERENCE 900099 4364680 4364680 MEMBERSHIP 900099 3564957 2996500 457984 110473 DIVISION SPONSORSHIPS 900099 522587 522587 13823594 1038777 1038777 10361457 9630925 730532 730532 730532 OTHER REVENUE 900099 398 398 398 15615301 12659965 530569 2402767 135596 135596 1584045 669505 914540 3460621 1462651 1997970 308785 130509 178276 446756 188824 257932 527496 527496 27713 11577 16136 59891 59891 212211 212211 1092646 136578 956068 153789 153789 80556 41965 38591 1049790 636975 412815 206804 130129 76675 493243 474039 19204 3498464 3486618 11846 68885 68885 87197 39736 47461 CONTENT PRODUCTION/DELI 800799 800799 14295287 9026786 5268501 0 5890610 4827406 126854 479582 232299 274770 1234507 976794 97223 257713 43548313 49750101 201742 110143 50097041 55699715 372777 274694 1765957 1717320 217530 0 2356264 1992014 X 47690948 53635872 49829 71829 47740777 53707701 50097041 55699715 1320014 4646910 0 X X 0 1 X 1 0 X 2865730 2743687 4521084 2330950 3018500 15479951 8823603 6603796 7162089 10700870 10296524 43586882 11689333 9347483 11683173 13031820 13315024 59066833 0 0 0 59066833 870283 641624 1016143 981435 1038777 4548262 870283 641624 1016143 981435 1038777 4548262 54864 82755 6266 143885 519 147814 4723 398 153454 12614480 9989626 12929885 14024244 14354199 63912434 0.92420 0.92690 0.07120 0.06840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER MISC INCOME - 2020 AMOUNT: $ 519. 2021 AMOUNT: $ 147,814. 2022 AMOUNT: $ 4,723. 2023 AMOUNT: $ 398. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275123 272843 2280 551992 411993 139999 407392 291958 115434 257713 X 20050000 4646910 4646910 15403090 212211 212211 15615301 14083076 0 14083076 212211 212211 14295287 PART X, LINE 2: THE ACADEMY IS EXEMPT FROM INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A PRIVATE FOUNDATION; HOWEVER, THE ACADEMY MAY BE SUBJECT TO TAX ON ITS UNRELATED BUSINESS INCOME ACTIVITIES SUCH AS ADVERTISING. 1 DIVISION AWARDS 200 135596 0 PART I, LINE 2: THE ORGANIZATION MAKES VARIOUS GRANTS AND AWARDS TO INDIVIDUALS BASED ON THEIR ELIGIBILITY FOR EACH TYPE OF GRANT AND/OR AWARD. THE COMMITTEES GOVERNING EACH TYPE OF GRANT MAKE THE FINAL SELECTION OF THE WINNERS. X X X 0 0 0 0 0 0 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 365649 0 0 0 4399 0 30055 0 31673 0 431776 0 0 0 TERESE LONCAR CHIEF OPERATING OFFICER 225639 0 0 0 1484 0 23551 0 46896 0 297570 0 0 0 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 224624 0 0 0 794 0 23551 0 46896 0 295865 0 0 0 GABRIEL BRAMSON TECHNICAL SOLUTIONS ARCHITECT 198632 0 0 0 2165 0 16753 0 15427 0 232977 0 0 0 JOHN PESCATORE MANAGING DIR., PUBLISHING & CONTENT 206654 0 0 0 706 0 20834 0 3487 0 231681 0 0 0 YELENA BUNIN INTERNET & WEB DEVELOPMENT MANAGER 187253 0 0 0 1977 0 18816 0 3442 0 211488 0 0 0 GREG GEROSA TECHNICAL OPERATIONS MANAGER 139795 0 0 0 480 0 15269 0 46896 0 202440 0 0 0 ALINA MATEI DATABASE & ANALYTICS MANAGER 156318 0 0 0 519 0 16199 0 26928 0 199964 0 0 0 KELLY N MITCHELL ASSOCIATE EXEC. DIR., STRATEGY & INN 141274 0 0 0 201 0 8324 0 26928 0 176727 0 0 0 TARYN LISA FIORE DIR., MEETINGS & CONFERENCES 160012 0 0 0 509 0 15985 0 0 0 176506 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE FOUR CLASSES OF MEMBERSHIP: ACADEMIC, PRACTITIONER, STUDENT, AND EMERITUS. 1. ACADEMIC MEMBERS SHALL BE A TEACHER AND/OR RESEARCHER OF MANAGEMENT IN A COLLEGE, UNIVERSITY, OR RESEARCH INSTITUTE. 2. PRACTITIONER MEMBERS SHALL BE A MANAGEMENT CONSULTANT OR OTHER MANAGEMENT PRACTITIONER. PRACTITIONER MEMBERS IN THE ACADEMY SHALL BE LIMITED TO NO MORE THAN TWENTY-FIVE PERCENT OF THE TOTAL MEMBERSHIP. 3. STUDENT MEMBERS SHALL BE GRADUATE STUDENTS WITH AN INTEREST IN THE FIELD OF MANAGEMENT WHO ARE NOT OTHERWISE EMPLOYED ON A FULL-TIME BASIS; AND PAY DUES AT A REDUCED RATE FOR A MAXIMUM OF SIX YEARS OR UNTIL GRADUATION, WHICHEVER COMES FIRST. 4. EMERITUS MEMBERS SHALL BE RETIRED WITHOUT FULL-TIME EMPLOYMENT, A MEMBER OF THE ACADEMY FOR AT LEAST THE TEN YEARS PRECEDING QUALIFICATION AS EMERITUS, AND PAY DUES AT A REDUCED RATE. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIR OF THE NOMINATING COMMITTEE SHALL SEND OUT TO THE MEMBERSHIP A NOMINATING BALLOT THAT CALLS FOR EACH MEMBER TO NOMINATE TWO WRITE-IN CANDIDATES FOR EACH REPRESENTATIVE TO BE ELECTED. THE NOMINATIONS SHALL BE CONSIDERED BY THE NOMINATING COMMITTEE IN DEVELOPING THE SLATE OF CANDIDATES. THE BALLOT SHALL CONTAIN THREE NOMINEES FOR EACH REPRESENTATIVE ELECTED. MEMBERS WITH A VOTE SHALL BE ASKED TO RANK CANDIDATES FOR REPRESENTATIVE AT LARGE, WITHIN EACH OF THREE CANDIDATE GROUPS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MAY INITIATE AMENDMENTS TO THE BYLAWS BY A PETITION SIGNED BY TEN PERCENT OF THE VOTING MEMBERS. SUCH AMENDMENTS MUST BE VOTED UPON BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN HOUSE BY THE ORGANIZATION'S FINANCE DEPARTMENT AND THE EXECUTIVE DIRECTOR PERFORMS A FINAL REVIEW BEFORE SIGNING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL BOARD MEMBERS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OF THE OTHER KEY EMPLOYEES IS DETERMINED BY THE FIVE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS, USING COMPARABILITY DATA FOR SIMILAR POSITIONS. THIS DATA WAS COMPILED AND SUBMITTED TO THE COMMITTEE BY AN INDEPENDENT COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CHIEF FINANCIAL OFFICER ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.