2023-07-17T08:42:26-05:00 2022-08-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-09-01 136163137 ASSOCIATION FOR CORPORATE GROWTH ASSO 3129574286 227 W MONROE ST 2100 CHICAGO IL 60606 LISA HARRIS CFO 3129574286 2023-07-15 1 LISA HARRIS 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2023-07-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LISA HARRIS 227 W MONROE ST 2100 CHICAGO IL 60606 27517276 0 X WWW.ACG.ORG X 1954 IL TO PROMOTE THE PROFESSIONAL AND BUSINESS INTEREST OF THE ASSOCIATION FOR CORPORATE GROWTH MEMBERS BY PROVIDING ACCESS TO KNOWLEDGE AND BUSINESS OPPORTUNITIES THROUGH NETWORKING, COMMUNICATIONS, AND FORUMS RELATED TO BOTH INTERNAL AND EXTERNAL CORPORATE GROWTH. EFFECTIVELY SUPPORT LOCAL CHAPTERS IN ACHIEVING THEIR MEMBERSHIP, NETWORKING AND PROGRAMMING GOALS AND STRENGTHEN THE PERCEIVED VALUE PROVIDED BY THE ASSOCIATION. 14 14 75 14 1862951 212550 6934681 6975453 5184813 18182878 139409 413887 12220 446337 12271123 26018555 0 0 0 0 6290327 10371810 0 0 0 4479332 15031349 10769659 25403159 1501464 615396 11393754 21114898 7281240 17008118 4112514 4106780 X TO PROMOTE THE PROFESSIONAL AND BUSINESS INTEREST OF THE ASSOCIATION FOR CORPORATE GROWTH MEMBERS BY PROVIDING ACCESS TO KNOWLEDGE AND BUSINESS OPPORTUNITIES THROUGH NETWORKING, COMMUNICATIONS, AND FORUMS RELATED TO BOTH INTERNAL AND EXTERNAL CORPORATE GROWTH. EFFECTIVELY SUPPORT LOCAL CHAPTERS IN ACHIEVING THEIR MEMBERSHIP, NETWORKING AND PROGRAMMING GOALS AND STRENGTHEN THE PERCEIVED VALUE PROVIDED BY THE ASSOCIATION. 0 0 ANNUAL ACG INTERGROWTH CONFERENCE:THE ANNUAL ACG INTERGROWTH CONFERENCE ALLOWS MEMBERS AND NON-MEMBERS TO ATTEND EDUCATION AND KEYNOTE SPEAKER SESSIONS, EXCHANGE IDEAS, LEARN ABOUT CURRENT TRENDS IN THE INDUSTRY AND NETWORK. MEMBERSHIP:MEMBERS OF THE ASSOCIATION FOR CORPORATE GROWTH HAVE ACCESS TO A VARIETY OF TOOLS TO ENHANCE THEIR PROFESSIONAL DEVELOPMENT, KNOWLEDGE BASE AND NETWORKING. THESE INCLUDE: -MEMBER RATES TO ATTEND THE ANNUAL INTERGROWTH CONFERENCE -DISCOUNTED REGISTRATION RATES TO ATTEND LOCAL CHAPTER PROGRAMS-SUBSCRIPTION TO MIDDLE MARKET GROWTH MAGAZINE-SUBSCRIPTION TO ACG'S MONTHLY AND WEEKLY E-NEWSLETTERS-ACCESS TO ACG JOBSOURCE-INDUSTRY WHITE PAPERS-ACCESS TO ONLINE MEMBERSHIP DIRECTORY CHAPTERS:FIFTY-EIGHT CHAPTERS SERVE THE 14,000 MEMBERS OF ACG WORLDWIDE. CHAPTERS PROVIDE LOCAL BREAKFAST MEETINGS, LUNCHES, CONFERENCES, AND SPECIAL EVENTS THAT ENABLE NETWORKING AND EDUCATION. 0 1 0 1 0 0 0 1 0 1 0 0 0 0 1 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 1 0 0 1 51 0 75 1 1 1 1 CA UK 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X X X LISA HARRIS 3129574286 227 W MONROE ST 2100 CHICAGO IL 60606 DAVID GERSHMAN CHAIRMAN 4.00 X X 0 0 0 CHRISTINE NOWACZYK CHAIRMAN ELECT 1.00 X X 0 0 0 BRENT BAXTER PAST CHAIRMAN 7.00 X X 0 0 0 STEVE CASTINO CHAIRMAN OF FINANCE 2.00 X X 0 0 0 DAVID HELLIER DIRECTOR 4.00 X 0 0 0 MARTIN OKNER DIRECTOR (THRU DEC. '21) 4.00 X 0 0 0 NATE OLSEN DIRECTOR (THRU DEC. '21) 1.00 X 0 0 0 AARON POLACK DIRECTOR 1.00 X 0 0 0 DAVID ACHARYA DIRECTOR 1.00 X 0 0 0 TONY BANKS DIRECTOR 1.00 X 0 0 0 CHRISTINA BUI DIRECTOR 1.00 X 0 0 0 ANN COX DIRECTOR 1.00 X 0 0 0 SUZIE DORAN DIRECTOR 1.00 X 0 0 0 KEVIN PRUNTY DIRECTOR 1.00 X 0 0 0 DAN RYAN DIRECTOR 1.00 X 0 0 0 JOHN SURRETTE DIRECTOR 1.00 X 0 0 0 CURT TATHAM DIRECTOR (THRU DEC. '21) 1.00 X 0 0 0 THOMAS BOHN PRESIDENT & CEO 40.00 X 808148 0 46500 MATTHEW HICKMAN COO 40.00 X 332025 0 27334 CHRISTINE MELENDES SR VP-EVENTS 40.00 X 174110 0 9304 LISA HARRIS CFO 40.00 X 331721 0 25920 SHANNON BUENIK CHIEF OF STAFF 40.00 X 171881 0 8720 HARRY NIKPOUR CHIEF REVENUE OFFICER 40.00 X 325561 0 30560 VIKASH MAGDANI REG. CEO 40.00 X 251539 0 1038 MELANIE BRANDT REG. CEO 40.00 X 230290 0 29232 MICHAEL RIVERA CHIEF STRATEGY OFFICER 40.00 X 246450 0 26414 2871725 0 205022 20 0 1 0 FREEMAN EXPOSITIONS LLC PO BOX 734596 DALLAS TX 753734596 CONVENTION SERVICES 1002473 ROYLE PRINTING 745 S BIRD ST SUN PRAIRIE WI 53590 PRINTER/MAIL MARKETING 234446 WE ARE BILL LLC 394 MCGUINNESS BLVD BROOKLYN NY 11222 BRAND CONSULTANTS 180059 PRIVATE CAPITAL RESEARCH LLC PRIVATE CAPITAL RESEARCH LLC CONSHOHOCKEN PA 19428 MID-MARKET INVESTORS CONSULTANTS 139159 4 3466092 2852841 656520 6975453 EVENTS 541900 8814642 8814642 SPONSORSHIP 541800 8060585 7505285 555300 VALUATION DATABASE 518210 685488 685488 PARTNERSHIP PROGRAM 541900 622163 622163 18182878 62554 62554 178038 0 178038 178038 178038 1850054 1498721 351333 351333 351333 CHAPTER SUPPORT 900099 11427 11427 256872 256872 268299 26018555 16576799 1862951 603352 1755063 8155468 272177 189102 373288 48345 53 1829607 494107 530504 494155 678807 633786 7892534 147719 584648 157357 BANK & CREDIT CARD FEES 461429 TAXES 172476 BAD DEBT EXPENSE 149974 DUES & SUBSCRIPTIONS 53383 329177 25403159 4163273 7683078 293378 1285837 2527593 2964046 315799 331007 449129 833704 3579480 2242088 847476 1337392 1802174 1768804 994932 0 0 4911030 11393754 21114898 2232097 4776449 3306756 5213791 31023 31023 1711364 2857688 0 4129167 7281240 17008118 X 4112514 4106780 4112514 4106780 11393754 21114898 615396 -621130 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 6318933 0 1 X 617363 545555 71808 693065 599355 93710 2269052 1097178 1171874 1337392 X PART IV, LINE 2B: THE ASSOCIATION ENTERED INTO A SUBLEASE AGREEMENT FOR THE ABOVE ORIGINAL OFFICE SPACE COMMENCING ON AUGUST 1, 2021, AND EXPIRING AUGUST 31, 2023. THE SUBLEASE REQUIRES MONTHLY PAYMENTS RANGING FROM $14,163 THROUGH $15,512 OVER THE LIFE OF THE SUBLEASE. AS PART OF THE LEASE AGREEMENT, THE ASSOCIATION RECEIVED A SECURITY DEPOSIT OF $31,023, WHICH IS INCLUDED IN ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS SUBJECT TO INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. THE ASSOCIATION'S INCOME TAX EXPENSE WAS $39,496 FOR THE YEAR ENDED AUGUST 31, 2022. THE ASSOCIATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED AUGUST 31, 2022. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CHAPTER OPERATIONS 7366 0 0 0 0 0 0 7366 0 7366 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X X X 0 0 0 THOMAS BOHN PRESIDENT & CEO 527648 0 280500 0 0 0 16877 0 29623 0 854648 0 0 0 MATTHEW HICKMAN COO 217275 0 114750 0 0 0 17400 0 9934 0 359359 0 0 0 LISA HARRIS CFO 216971 0 114750 0 0 0 17400 0 8520 0 357641 0 0 0 HARRY NIKPOUR CHIEF REVENUE OFFICER 288161 0 37400 0 0 0 0 0 30560 0 356121 0 0 0 MICHAEL RIVERA CHIEF STRATEGY OFFICER 206450 0 40000 0 0 0 0 0 26414 0 272864 0 0 0 MELANIE BRANDT REG. CEO 184326 0 45964 0 0 0 11416 0 17816 0 259522 0 0 0 VIKASH MAGDANI REG. CEO 186539 0 65000 0 0 0 1038 0 0 0 252577 0 0 0 CHRISTINE MELENDES SR VP-EVENTS 174110 0 0 0 0 0 9304 0 0 0 183414 0 0 0 SHANNON BUENIK CHIEF OF STAFF 113231 0 58650 0 0 0 8720 0 0 0 180601 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ACG BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY THE INCUMBENT BOARD OF DIRECTORS AT THE ANNUAL MEETING. PER ARTICLE V, SECTION 7 (A) OF THE BYLAWS: "THE ANNUAL MEETING OF THE BOD SHALL, UNLESS OTHERWISE DETERMINED BY THE BOARD, BE THE FIRST MEETING OF THE CALENDAR YEAR. AT THE MEETING, THE BOD SHALL ELECT OFFICERS AND DIRECTORS FOR THE FISCAL YEAR BEGINNING SEPTEMBER 1ST OF THE CALENDAR YEAR AND CONDUCT SUCH OTHER BUSINESS AS THE BOARD DETERMINES APPROPRIATE". FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PREPARED BY ACG TAX CONSULTANTS AND THE CFO. THEN THE DRAFT FORM 990 IS MADE AVAILABLE TO ALL BOARD DIRECTORS FOR A REVIEW PERIOD OF SEVEN CALENDAR DAYS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MAINTAINS A CONFLICTS OF INTEREST POLICY, WHICH WAS ADOPTED ON FEBRUARY 23, 2010. EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATE POWERS, KEY EMPLOYEE OR MATERIAL VENDOR IS REQUIRED ANNUALLY TO AFFIRM THEIR UNDERSTANDING AND AGREEMENT TO COMPLY WITH THE STATED POLICY. EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, KEY EMPLOYEE OR MATERIAL VENDOR SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. B) HAS READ AND UNDERSTANDING THE POLICY; AND C) HAS AGREED TO COMPLY WITH THE POLICY; AND D) UNDERSTANDS THAT THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AND THAT TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY IN SEPTEMBER BY THE COMPENSATION COMMITTEE OF THE BOD. THE CEO HAS WRITTEN EMPLOYMENT CONTRACT. A REVIEW OF SIMILAR SIZE ORGANIZATIONS' FORM 990S AND INDEPENDENT NOT-FOR-PROFIT COMPENSATION STUDIES WERE PREPARED AND CONSIDERED BY THE COMPENSATION COMMITTEE BEFORE SETTING ANNUAL COMPENSATION OF THE CEO. THE CEO SETS ALL OTHER COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 ALL APPLICABLE INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE AS WELL AS UPON FORMAL REQUEST. ASSOCIATION FOR CORPORATE GROWTH - GROUP 227 W MONROE ST SUITE 2100 CHICAGO IL 60606 911868118 PROMOTE DEVELOPMENT IN THE MERGERS AND ACQUISITIONS FIELD IL 501(C)(6) 0 ACG GLOBAL (EUROPE) LTD MUNRO HOUSE PORTSMOUTH ROAD COBHAM SURREY UK KT11 1 PP CHAPTER UK ASSOCIATION FOR CORPORATE GROWTH C 7170 62313 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0