2023-11-15T11:32:49-06:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 133916164 THE ACADEMY OF MANAGEMENT INC ACAD 9143261854 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 MARKO VUKOSAVOVIC CHIEF FINANCIAL OFFICER 9143261854 2023-11-15 1 MARKO VUKOSAVOVIC XXX-XX-XXXX 1 MEREDITH BELL P01696827 2022932200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY URBANOWICZ 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 25207049 0 X AOM.ORG X 1936 NY ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS 14 14 39 300 665374 7932 1800000 25900 10405038 13698013 3566221 1470683 147814 4723 15919073 15199319 139351 145471 0 0 5995470 6097587 0 0 0 4811825 7805538 10946646 14048596 4972427 1150723 56747597 50097041 2053128 2356264 54694469 47740777 X TO CONNECT SCHOLARS AND ADVANCE SCHOLARSHIP AND TEACHING ABOUT MANAGEMENT AND ORGANIZATIONS. 0 0 3998032 4306773 ANNUAL MEETING TO PRESENT RESEARCH AND OFFER DISCUSSION GROUPS AND SIMILAR PROGRAMS FOR SCHOLARLY DEVELOPMENT. 2355189 5546475 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. 917827 145471 383585 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. 1741728 3461180 MEMBERSHIPS, PLACEMENT, AND ALL OTHER PROGRAMS. 1741728 3461180 9012776 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 83 0 1 39 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 X NANCY URBANOWICZ 9143261854 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 AMY HILLMAN PRESIDENT 1.70 X X 0 0 0 SHARON ALVAREZ PRESIDENT-ELECT 1.70 X X 0 0 0 PETER BAMBERGER VICE PRESIDENT & PROGRAM CHAIR 1.70 X X 0 0 0 TAMMY MADSEN VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT 1.70 X X 0 0 0 HERMAN AGUINIS PAST PRESIDENT 1.70 X X 0 0 0 TIMA BANSAL REPRESENTATIVE AT LARGE 1.00 X 0 0 0 DEANNE DEN HARTOG REPRESENTATIVE AT LARGE 1.00 X 0 0 0 INGRID FULMER 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 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 35.00 X 355609 0 55764 LARISA MUELLER CHIEF FINANCIAL OFFICER 35.00 X 218205 0 53323 TERESE LONCAR CHIEF OPERATING OFFICER 35.00 X 216355 0 62715 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 35.00 X 215104 0 62715 JOHN PESCATORE MANAGING DIR, PUBLISHING 35.00 X 188291 0 60147 TARYN LISA FIORE DIRECTOR, EVENTS 35.00 X 153149 0 15252 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 35.00 X 193152 0 28542 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 35.00 X 180384 0 31343 ALINA MATEI DATABASE ANALYST 35.00 X 148155 0 38412 KELLY N MITCHELL ASSOCIATE EXEC. DIRECTOR, STRATEGY & INNOVATION 35.00 X 136104 0 31605 GREG GEROSA TECHNICAL OPERATIONS MANAGER 35.00 X 135149 0 54344 2139657 0 494162 20 0 1 0 PROJECTION PRESENTATION TECHNOLOGY INC 5803 ROLLING ROAD SUITE 200 SPRINGFIELD VA 22152 VIRTUAL MEETING SERVICES 1689892 WA STATE CONVENTION CENTER 705 PIKE STREET SEATTLE DE 98101 ANNUAL MEETING HOSTING 656425 REPUTATION PARTNERS LLC 30 WEST MONROE SUITE 1410 CHICAGO IL 60603 PUBLIC RELATIONS 321657 KNOWLEDGEWORKS GLOBAL PO BOX 74007142 CHICAGO IL 60674 JOURNAL PRODUCTION 192803 PATHABLE PO BOX 122145 DALLAS TX 75312 ANNUAL MEETING PROGRAM SERVICE 185195 6 25900 25900 PUBLICATIONS 513120 5546475 5415178 131297 ANNUAL CONFERENCE 900099 4306773 4306773 MEMBERSHIP 900099 3461180 2927103 534077 DIVISION SPONSORSHIPS 900099 383585 383585 13698013 981435 981435 10496978 10007730 489248 489248 489248 OTHER REVENUE 900099 4723 4723 4723 15199319 12649054 665374 1858991 145471 145471 1656627 804586 852041 3221444 1539632 1681812 405490 209772 195718 499896 260330 239566 314130 145938 168192 22674 13095 9579 68671 68671 227197 227197 909687 683985 225702 210991 209263 1728 123336 102578 20758 1182464 818448 364016 229166 136938 92228 402939 385368 17571 3514121 3514121 139968 139968 75939 43251 32688 698385 698385 14048596 9012776 5035820 0 5562395 5890610 114499 126854 392282 232299 1005131 907908 230427 97223 50412059 43548313 35935 201742 56747597 50097041 273984 372777 1677374 1765957 101770 217530 2053128 2356264 X 54630942 47690948 63527 49829 54694469 47740777 56747597 50097041 1150723 -8104415 0 X X 0 1 X 1 0 X 3205492 2865730 2743687 4521084 2330950 15666943 9278949 8823603 6603796 7162089 10700870 42569307 12484441 11689333 9347483 11683173 13031820 58236250 0 0 0 58236250 786607 870283 641624 1016143 981435 4296092 786607 870283 641624 1016143 981435 4296092 54864 82755 6266 143885 519 147814 4723 153056 13271048 12614480 9989626 12929885 14024244 62829283 0.92690 0.92970 0.06840 0.06560 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275123 241070 34053 437962 375547 62415 292046 291291 755 97223 LEASE LIABILITY 217530 217530 X 6867707 -8104415 -8104415 14972122 227197 227197 15199319 13821399 0 13821399 227197 227197 14048596 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 194 106807 DIVISION PLAQUE AWARDS 46 38664 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 MAKES THE FINAL SELECTION OF THE WINNERS. X X 0 0 0 0 0 0 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 348701 0 0 0 6908 0 28580 0 27184 0 411373 0 0 0 TERESE LONCAR CHIEF OPERATING OFFICER 214951 0 0 0 1404 0 22466 0 40249 0 279070 0 0 0 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 214353 0 0 0 751 0 22466 0 40249 0 277819 0 0 0 LARISA MUELLER CHIEF FINANCIAL OFFICER 217879 0 0 0 326 0 20616 0 32707 0 271528 0 0 0 JOHN PESCATORE MANAGING DIR, PUBLISHING 187624 0 0 0 667 0 19898 0 40249 0 248438 0 0 0 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 191101 0 0 0 2051 0 15302 0 13240 0 221694 0 0 0 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 178513 0 0 0 1871 0 18103 0 13240 0 211727 0 0 0 GREG GEROSA TECHNICAL OPERATIONS MANAGER 134691 0 0 0 458 0 14095 0 40249 0 189493 0 0 0 ALINA MATEI DATABASE ANALYST 147672 0 0 0 483 0 15301 0 23111 0 186567 0 0 0 TARYN LISA FIORE DIRECTOR, EVENTS 152669 0 0 0 480 0 15252 0 0 0 168401 0 0 0 KELLY N MITCHELL ASSOCIATE EXEC. DIRECTOR, STRATEGY & 135915 0 0 0 189 0 8494 0 23111 0 167709 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. PRACTICIONER MAMBERS SHALL BE A MANAGEMENT CONSULTANT OR OTHER MANAGEMENT PRACTICIONER. PRACTICIONER 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.