2023-09-08T18:20:54-05:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 530204661 AMERICAN STATISTICAL ASSOCIATION AMER 7036841221 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 DEREK CURTIS II DIRECTOR OF FINANCE AND ADMIN 7036841221 2023-09-08 1 DEREK CURTIS II 000000000 0 ELIZABETH W HELLER P00397829 2022932200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONALD WASSERSTEIN 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 11445585 0 X WWW.AMSTAT.ORG X 1839 MA PROMOTING THE PRACTICE AND PROFESSION OF STATISTICS. 15 14 33 1500 706678 459713 769304 1193872 5683112 6367594 1502335 941150 1444097 1565823 9398848 10068439 234023 241980 0 0 4759437 4846770 0 0 223105 3422434 5834749 8415894 10923499 982954 -855060 30139821 24832895 5624581 5482768 24515240 19350127 X PROMOTING THE PRACTICE AND PROFESSION OF STATISTICS. 0 0 2738454 3705510 MEETINGS: THE ASSOCIATION PROVIDES FOR VARIOUS MEETINGS AND WORKSHOPS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN STATISTICAL THEORY AND APPLICATION. THESE MEETINGS OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF RESEARCH FINDINGS AMONG COLLEAGUES. 2438935 195118 PROGRAMS: VARIOUS PROJECTS UNDERTAKEN TO FURTHER STATISTICS AMONG THE PUBLIC. THIS INCLUDES EXPENSES FOR VARIOUS AWARDS PRESENTED, WHICH INCREASE THE VISIBILITY OF STATISTICS AND ITS METHODS WITH THE GENERAL PUBLIC, INCLUDING SCIENCE POLICY, VARIOUS STATISTICAL OUTREACH PROGRAMS, A PUBLIC AWARENESS CAMPAIGN, AND ONLINE JOB ADVERTISING FOR STATISTICS POSITIONS. 1154855 771617 PUBLICATIONS: THE ASSOCIATION PRODUCES VARIOUS PUBLICATIONS AND MAGAZINES. THESE PUBLICATIONS REPRESENT THE ASSOCIATION'S COMMITMENT TO THE ONGOING ENHANCEMENT OF STATISTICAL EDUCATION AND THE PUBLIC'S UNDERSTANDING OF STATISTICS. 1079465 37862 123000 SECTION EXPENSES: REPRESENT THE ASSOCIATION'S ORGANIZATION IN GROUPS BY PROFESSIONAL SUBJECT MATTER. THESE SECTIONS FACILITATE PROFESSIONAL INTERCHANGES AND RESEARCH OPPORTUNITIES IN STATISTICS. 958691 1742662 MEMBERSHIP DEVELOPMENT: COSTS RELATED TO MEMBER SERVICE MAINTENANCE. 391539 9000 EDUCATION: THE ASSOCIATION OFFERS A WIDE RANGE OF CONTINUING EDUCATION OPPORTUNITIES, WHICH REPRESENT A FORUM FOR EMERGING STATISTICS RESEARCH. THESE PROGRAMS INCLUDE WORKSHOPS, LECTURES, AND EXPENSES RELATED TO THE PRODUCTION AND SALE OF EDUCATIONAL MATERIALS. ADDITIONALLY, THE ASSOCIATION ADVOCATES AND PROVIDES MATERIALS FOR STATISTICS EDUCATION AT THE K-12, COMMUNITY COLLEGE UNDERGRADUATE, AND GRADUATE LEVELS, AND PROVIDES LEADERSHIP IN THE EDUCATION COMMUNITY ABOUT STATISTICS AND DATA SCIENCE. 426320 GRANTS AND AWARDS: REPRESENT EXPENSES RELATED TO PROVIDING ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE STATISTICAL EDUCATION THROUGH THE SUPPORT OF FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES. 2856015 46862 1865662 9188259 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 230 0 1 33 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X DEREK CURTIS II 7036841221 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 KATHERINE ENSOR PRESIDENT 5.00 X X 0 0 0 DIONNE PRICE PRESIDENT ELECT 5.00 X X 0 0 0 SCARLETT BELLAMY VICE PRESIDENT 5.00 X X 0 0 0 NICHOLAS HORTON VICE PRESIDENT 5.00 X X 0 0 0 MARIA MATILDE KAM VICE PRESIDENT 5.00 X X 0 0 0 RUIXIAO LU TREASURER 5.00 X X 0 0 0 CATHERINE CALDER SECTIONS REPRESENTATIVE 5.00 X 0 0 0 REBECCA A HUBBARD SECTIONS REPRESENTATIVE 5.00 X 0 0 0 MICHELLE SHARDELL SECTIONS REPRESENTATIVE 5.00 X 0 0 0 BIN NAN PUBLICATION REPRESENTATIVE 5.00 X 0 0 0 ALEXANDRA M SCHMIDT INT'L REPRESENTATIVE 5.00 X 0 0 0 ALEXANDRA L HANLON CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 JI-HYUN LEE CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 KENDRA SCHMID CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 RONALD L WASSERSTEIN EXECUTIVE DIRECTOR & SECRETARY 40.00 0.00 X X 370001 0 39979 STEPHEN PORZIO ASSOC ED & COO 40.00 0.00 X 326512 0 41319 DONNA LALONDE DIRECTOR OF STRATEGIC INIT 40.00 0.00 X 224289 0 15714 STEPHEN PIERSON DIRECTOR OF SCIENCE POLICY 40.00 0.00 X 194712 0 35163 TIMOTHY GILL DIRECTOR OF IT 40.00 0.00 X 180712 0 35308 AMY FARRIS DIRECTOR OF MEMBERSHIP 40.00 0.00 X 142107 0 35540 ADRIANO SARMIENTO ACCOUNTING MANAGER 40.00 0.00 X 139456 0 13117 1577789 0 216140 12 0 1 0 CEAVCO AUDIO VISUAL CO 4860 WARD RD WHEAT RIDGE CO 80033 MEETING SERVICES 747813 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 303842642 MEETING SERVICES 366500 STANTON COMMUNICATIONS 655 14TH STREET WASHINGTON DC 20005 PUBLIC RELATIONS SERVICE 334500 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PUBLICATION SERVICES 162149 GLOBAL EXPERIENCE SPECIALISTS PO BOX 96174 CHICAGO IL 60693 MEETING SERVICES 143757 9 1193872 1193872 MEETINGS & CONFERENCE 611430 3705510 3705510 MEMBERSHIP DUES 900099 1742662 1742662 PUBLICATIONS 541800 771617 89744 681873 SECTION INCOME 900099 123000 123000 ACCREDITATION 900099 24805 24805 6367594 453456 453456 1513824 1513824 1050969 813871 1050446 326700 523 487171 487694 487694 OTHER REVENUE 900099 47204 47204 MAILING LIST RENTAL 900099 4795 4795 51999 10068439 5660916 706678 2506973 91250 91250 133925 133925 16805 16805 780110 656187 107990 15933 3053707 2568614 422723 62370 286901 241325 39716 5860 492865 414572 68227 10066 233187 196144 32280 4763 13337 11219 1846 272 44781 37667 6199 915 559217 470383 77412 11422 45075 37914 6240 921 549846 462501 76115 11230 453679 381610 62803 9266 130326 109623 18041 2662 2562973 2155835 354791 52347 81709 68729 11311 1669 359656 302523 49787 7346 65710 55272 9096 1342 UBIT TAXES 125697 105730 17400 2567 PRINTING & PUBLICATIONS 340428 286350 47125 6953 DUES/SUBSCRIPTIONS 155959 131185 21589 3185 AWARDS AND PLAQUES 145796 122636 20182 2978 200560 130260 61262 9038 10923499 9188259 1512135 223105 700 700 374601 246390 533613 906000 578373 338794 10557052 5628881 5421633 4928171 23086328 18229732 101985 147157 42588 35951 30139821 24832895 1016812 935246 1841272 2104471 2612782 2240544 153715 202507 5624581 5482768 X 22125533 17249698 2389707 2100429 24515240 19350127 30139821 24832895 -855060 -4310053 0 X 0 1 X 1 0 X 623527 935527 873202 769304 2936534 6138094 7408317 7401896 4272182 4856819 3943059 27882273 8031844 8337423 5145384 5626123 6879593 34020367 0 0 0 34020367 398039 1892102 1758229 2943187 1967280 8958837 398039 1892102 1758229 2943187 1967280 8958837 207276 182481 159571 466794 363173 1379295 24662 72381 27239 3126 51999 179407 8661821 10484387 7090423 9039230 9262045 44537906 0.76390 0.77370 0.20120 0.19650 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITY - 2018 AMOUNT: $ 24,662. 2019 AMOUNT: $ 72,381. 2020 AMOUNT: $ 27,239. 2021 AMOUNT: $ 3,126. 2022 AMOUNT: $ 51,999. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3271 17253 20524 10708052 10728576 686429 171607 0 0 708345 607013 561599 686429 2563386 3845079 16509 7192 5933 20524 50158 177086 151753 140400 171607 640846 961269 5147 1161 739 3271 10318 1677909 91069 -282290 29432 1457256 1505500 55679 143445 26715 1677909 1316500 37930 183623 32553 1505500 1112087 18966 213771 28324 1316500 1192963 27480 -75213 33143 1112087 0.00000 0.69631 0.30369 0 0 959300 959300 8541220 4711468 3829752 357503 347729 9774 699029 569684 129345 4928171 DUE TO JOINT VENTURES 202507 202507 X 5758386 -4310053 -4310053 10068439 0 10068439 10923499 0 10923499 0 10923499 PART V, LINE 4: THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. ALL EARNINGS OF THE ENDOWMENT ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR EXPENDITURE BASED ON DONOR RESTRICTIONS BY THE VARIOUS COMMITTEES OF THE ASSOCIATION. THE BOARD OF DIRECTORS HAS ASSIGNED A COMMITTEE TO EACH PROGRAM FOR THE PURPOSES OF SELECTING AND RECOMMENDING INDIVIDUALS FOR AWARDS OR GRANTS. PART X, LINE 2: THE ASSOCIATION IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE AND THE STATE OF VIRGINIA, AS WELL AS PAY CERTAIN OTHER TAXES TO LOCAL JURISDICTIONS. 1 0 0 0 0 0 0 0 0 0 SOUTH AMERICA SRMS SUPPORT FOR BIGSURV23 6000 AMEX-FX 0 1 0 2022 JSM TRAVEL REIMBURSEMENT EAST ASIA AND THE PACIFIC 2 1000 AMEX FX JOHN M. CHAMBERS STATISTICAL SOFTWARE AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 3 2000 AMEX FX 2022 NOETHER SENIOR SCHOLAR AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 5000 AMEX FX MARKETING SECTION DOCTORAL RESEARCH AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 405 AMEX FX ASTROSTATISTICS IG AWARD - RUNNER UP EUROPE (INCLUDING ICELAND & GREENLAND) 1 100 AMEX FX ASTROSTATS IG - RUNNER UP EUROPE (INCLUDING ICELAND & GREENLAND) 1 100 AMEX FX ASTROSTATS IG RUNNER UP AWARD NORTH AMERICA 1 100 AMEX FX 2022 STUDENT PAPER AWARD NORTH AMERICA 1 800 AMEX FX 2022 YOUNG INVESTIGATOR AWARD NORTH AMERICA 1 800 AMEX FX 2022 ISEF AWARD - 3RD PLACE SOUTH ASIA 1 500 AMEX FX 0 0 0 0 0 0 PART I, LINE 2: THE PROCEDURE IS THE SAME AS IT IS FOR GRANT FUNDS GIVEN TO US BASED ORGANIZATIONS. PART III ACCOUNTING METHOD: 1 PURDUE UNIVERSITY 150 N UNIVERSITY ST WEST LAFAYETTE IN 47907 366002041 501(C)(3) 40000 0 PROGRAM SUPPORT AND SPONSORSHIP IOWA STATE UNIVERSITY 701 MORRILL RD AMES IA 50011 426004224 501(C)(3) 15000 0 PROGRAM SUPPORT AND SPONSORSHIP AMERICAN ASSOCIATION FOR ADVANCEMENT OF SCIENCE 1200 NEW YORK AVENUE NW WASHINGTON DC 20005 530196568 501(C)(3) 14750 0 PROGRAM SUPPORT AND SPONSORHSIP EDGE FOUNDATION 1515 BATES PLACE CLAREMONT CA 91711 465525057 501(C)(3) 8000 0 PROGRAM SUPPORT AND SPONSORSHIP SOUTHERN REGIONAL COUNCIL ON STATISTICS 607 WILTON RD TOWSON MD 21286 141948710 501(C)(3) 7000 0 PROGRAM SUPPORT AND SPONSORSHIP CAUSE - PENN STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 246000376 501(C)(3) 6500 0 PROGRAM SUPPORT AND SPONSORSHIP 6 0 ANNIE T. RANDALL INNOVATOR AWARD 1 2000 ARNOLD ZELLNER THESIS AWARD 1 1500 ASA POSTER COMPETITION 22 2400 ASA PRIDE SCHOLARSHIP 3 2000 ASA PROJECT COMPETITION 7 601 ASTROSTATICS IG AWARD 2 600 B & E ZELLNER AWARD 2 1500 BEST CONTRIBUTED PAPER AWARD 1 500 BEST CONTRIBUTED PRESENTATION AWARD 1 100 BEST CONTRIBUTED SESSION AWARD 1 750 BIOP AWARD 9 18833 CNSL SERVICE AWARD 1 750 COMPUTING SECTION AWARD 4 2000 CONSULTING SECTION BEST CONTRIBUTED SESSION AWARD 1 750 DATA CHALLENGE WINNER 3 3000 DAVID P. BYAR EARLY CAREER AWARD 1 2000 DEMING LECTURE AWARD 1 1000 DIETZ BEST JSE PAPER AWARD 1 1500 DIXON AWARD 1 500 DOCTORAL DISSERTATION RESEARCH AWARD 1 1155 EDWARD C. BRYANT SCHOLARSHIP AWARD 1 2500 FTC STUDENT GRANT 3 3000 GERTRUDE M. COX SCHOLARSHIP AWARD 2 2000 GRAPHICS SECTION STUDENT PAPER AWARD 3 1500 ISEF AWARD 3 3000 JEANNE E GRIFFITH MENTORING AWARD 2 2000 JSM AWARD 5 2404 KARL E. PEACE AWARD 1 1000 MARKETING DOCTORAL DISSERTATION RESEARCH AWARD 3 1215 MENTORING AWARD 2 1500 METHODOLOGY PAPER AWARD 2 2000 NATRELLA AWARD 4 8000 NOETHER YOUNG SCHOLAR AWARD 1 2500 NONPARAMETRIC PAPER AWARD 3 1500 OUTSTANDING STATISTICAL APPLICATION AWARD 3 1000 PRACTICE PAPER AWARD 2 2000 ROGER HERRIOT AWARD 2 667 SECTION ON PHYSICAL ENGINEERING SCIENCE AWARD 1 300 SIRKEN AWARD 1 5000 SLDS STUDENT PAPER AWARD 6 5500 SPES AWARD 7 2700 STUDENT PAPER AWARD 36 24100 TRAVEL EXP. REIMB. - STUDENT PAPER AWARD 1 1200 TSIG STUDENT PAPER AWARD - 1ST PLACE 7 3000 WAKSBERG 1 2500 WALLER AWARD 2 2000 WILKS MEMORIAL AWARD 1 2000 YOUDEN AWARD 1 1000 YOUNG INVESTIGATOR AWARD 4 3400 PART I, LINE 2: GRANT FUNDS ARE MONITORED BY EXPENSES BEING ENTERED TO A SPECIFIC GRANT GENERAL LEDGER CODE AND MULTIPLE APPROVALS REQUIRED. X X X X 0 0 0 0 0 0 0 0 0 RONALD L WASSERSTEIN EXECUTIVE DIRECTOR & SECRETARY 358326 0 10000 0 1675 0 9150 0 31979 0 411130 0 0 0 STEPHEN PORZIO ASSOC ED & COO 317928 0 7500 0 1084 0 9150 0 33319 0 368981 0 0 0 DONNA LALONDE DIRECTOR OF STRATEGIC INIT 219126 0 3500 0 1663 0 6594 0 10270 0 241153 0 0 0 STEPHEN PIERSON DIRECTOR OF SCIENCE POLICY 191128 0 2500 0 1084 0 2994 0 33319 0 231025 0 0 0 TIMOTHY GILL DIRECTOR OF IT 175128 0 4500 0 1084 0 5439 0 31019 0 217170 0 0 0 AMY FARRIS DIRECTOR OF MEMBERSHIP 138229 0 3500 0 378 0 4371 0 32319 0 178797 0 0 0 ADRIANO SARMIENTO ACCOUNTING MANAGER 134992 0 1500 0 2964 0 4080 0 10166 0 153702 0 0 0 A INDUSDEVELAUTHORITY - CITY OF ALEXANDRIA 531381432 015305AB1 2013-05-31 5396000 BUILDING CONSTRUCTION PROJECT 0 0 0 A 372238 5396000 99556 2006 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD OF DIRECTORS WHEN ACTION IS REQUIRED, A MAIL BALLOT IS NOT FEASIBLE, AND, IN THE JUDGMENT OF THE PRESIDENT, SUCH ACTION IS NECESSARY. AN AFFIRMATIVE VOTE OF ALL BUT ONE OF THE EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR THIS PROCEDURE. THE BOARD OF DIRECTORS SHALL BE SENT NOTIFICATION WITHIN SEVEN DAYS OF SUCH AN ACTION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: FULL AND ORGANIZATIONAL. A FULL MEMBER IS AN INDIVIDUAL INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION OR AN INDIVIDUAL REPRESENTING AN ORGANIZATIONAL MEMBER. A FULL MEMBER ENJOYS ALL OF THE PRIVILEGES OF FULL MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BY-LAWS, INCLUDING VOTING FOR AND HOLDING OFFICE. AN ORGANIZATIONAL MEMBER IS AN INSTITUTION, CORPORATION, OR OTHER ORGANIZATION INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ALL FULL MEMBERS CAN VOTE FOR MEMBERS OF THE BOARD AND ON AMENDMENTS TO THE ASA CONSTITUTION AND BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BY-LAWS AND CONSTITUTION REQUIRE A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL RETURN WILL BE DISTRIBUTED TO THE BOARD ELECTRONICALLY. STAFF ARE AVAILABLE TO ANSWER QUESTIONS SHOULD THEY ARISE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM EACH YEAR. THE POLICY/FORM ASKS THEM TO DISCLOSE POTENTIAL CONFLICTS. IF ANY ARE NOTED THROUGH THIS PROCESS, OR BY OTHER MEANS, APPROPRIATE ACTION IS TAKEN. BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE MANAGEMENT REVIEW COMMITTEE EVALUATES AND ASSESSES BOTH THE PERFORMANCE AND THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING THE JUNE MEETING OF THE BOARD OF DIRECTORS. A WRITTEN EVALUATION IS GIVEN TO THE EXECUTIVE DIRECTOR AND A SEPARATE, CONFIDENTIAL REPORT IS GIVEN TO THE BOARD OF DIRECTORS. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THE CURRENT EXECUTIVE DIRECTOR'S CONTRACT YEAR BEGINS ON AUGUST 15TH. 1. ANNUALLY THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION OF THE EXECUTIVE DIRECTOR. 2. THE COMMITTEE IS COMPOSED OF THE PRESIDENT, WHO ACTS AS CHAIR, THE PRESIDENT-ELECT AND THE PAST PRESIDENT OF THE AMERICAN STATISTICAL ASSOCIATION (ASA). 3. EACH MEMBER OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS HAS READ AND SIGNED A CONFLICT OF INTEREST AGREEMENT WITH THE ASA. 4. PRIOR TO APPROVING THE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR, SOURCES OF DATA THAT ARE AVAILABLE AT THE TIME ARE USED TO DETERMINE COMPARABLE, REASONABLE COMPENSATION. THOSE SOURCES OF DATA MAY INCLUDE: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC AREA NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT 5. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THEY APPROVE IN ADVANCE THE COMPENSATION ARRANGEMENT OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR. 6. AS THE COMMITTEE MAKES EACH DETERMINATION, IT DOCUMENTS THE BASIS FOR EACH DECISION. DOCUMENTATION OF THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION. MEMBERS OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS PRESENT AND VOTING. COPIES OF THE CONFLICT OF INTEREST AGREEMENT SIGNED BY THE MEMBERS OF THE COMMITTEE. COPIES OF THE EXECUTIVE DIRECTOR'S: -CONTRACT -POSITION DESCRIPTION -PERFORMANCE EVALUATION (PRIOR YEAR AND CURRENT) COPIES OF THE COMPARABILITY DATA USED SUCH AS: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT CHANGES MADE TO THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, AND COMPENSATION INCLUDING THE BASIS FOR THE CHANGES. THE DATE THESE CHANGES WERE APPROVED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON OUR WEBSITE. CONFLICT OF INTEREST POLICY AND THE OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FINANCIAL STATEMENTS: PUBLISHED IN OUR MEMBERS NEWSLETTER AND POSTED ON OUR WEBSITE.