2023-11-10T14:43:00-06:00 2022-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2022-01-01 390852310 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT AMER 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT/CEO 7036838100 2023-11-10 1 ANTHONY BINGHAM XXX-XX-XXXX 0 JULIA FLANNERY P00928918 4102469300 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ASSOCIATION FOR TALENT DEVELOPMENT ANTHONY BINGHAM 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 44725015 0 X WWW.TD.ORG X 1957 WI TO PROVIDE MEMBERSHIP BENEFITS, CONTENT AND RESOURCES TO TALENT DEVELOPMENT PROFESSIONALS. 9 9 207 159 1740274 228275 11084334 11656986 24252327 31216300 90800 561177 3753737 1274613 39181198 44709076 0 0 0 0 19251889 20109259 0 0 0 20653579 22267701 39905468 42376960 -724270 2332116 60014517 65223939 19456856 24622695 40557661 40601244 X EMPOWER PROFESSIONALS TO DEVELOP TALENT IN THE WORKPLACE. 0 0 7944899 15536774 EDUCATIONAL PROGRAMS: THIS DEPARTMENT CONSTRUCTS AND DELIVERS THE EDUCATIONAL CONTENT FOR CONFERENCE, SEMINARS, WORKSHOPS, AND IN-COMPANY TRAINING ON ALL ASPECTS OF TRAINING DEVELOPMENT AND PERFORMANCE ISSUES. 7469338 11917287 CONFERENCES & EXPOSITIONS: ATD'S CONFERENCES, EXPOSITIONS, AND SEMINARS PROVIDED THE MOST CURRENT INFORMATION, ALONG WITH COLLABORATIVE ACTIVITIES FOR ATTENDEES FROM AROUND THE WORLD. THE ANNUAL ATD INTERNATIONAL CONFERENCE AND EXPOSITION IS THE PREEMINENT WORLD FORUM FOR PRESENTATION AND DISCUSSION OF NEW ISSUES AND PRACTICES IN LEARNING AND PERFORMANCE. THE ATD TECHKNOWLEDGE CONFERENCE AND EXPOSITION BRINGS TOGETHER THE WORLDS OF TECHNICAL TRAINING AND LEARNING TECHNOLOGIES INTO ONE VENUE. 5968191 SALES AND MARKETING:PUBLIC AWARENESS TRAINING AND DEVELOPMENT TOUCHES ALL BUSINESSES LARGE AND SMALL, PUBLIC AND PRIVATE. THIS DEPARTMENT STRIVES TO FURTHER EXPAND THE AWARENESS OF TRAINING AND ISSUES DEVELOPMENT TO A BROADER MARKET 4171653 3762239 PUBLISHING: INSIGHTS INTO BEST PRACTICES, ANALYSIS OF TRENDS, THE LATEST IDEAS IN THE FIELD, PRACTICAL HOW-TO GUIDANCE, AND INFORMATION ON PRODUCTS AND SERVICES ARE FEATURES IN ATD PUBLICATIONS AND BOOKS, THE MONTHLY T+D MAGAZINE, THE ONLINE CTDO MAGAZINE, RESEARCH REPORTS, THE PRACTICAL TD AT WORK SERIES, AND OTHER PUBLICATIONS. 3742492 MEMBERSHIP AND CHAPTER MAINTENANCE AND SERVICES: THE MEMBERSHIP DEPARTMENT FOCUSES ON THE RETENTION OF EXISTING MEMBERS AND SERVICES TO CHAPTERS WITH THE USE OF A VARIETY OF VEHICLES THROUGH WHICH KNOWLEDGE OF THE WORKPLACE LEARNING AND PERFORMANCE FIELDS MAY BE DISSEMINATED. 212172 RESEARCH: ATD'S RESEARCH PROJECTS ARE WORKPLACE-BASED AND ARE FOCUSED ON SEVERAL KEY THEMES: THE WAYS IN WHICH INDIVIDUALS AND ORGANIZATION LEARN; THE LINKS BETWEEN WORKPLACE LEARNING AND INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE; THE ORGANIZATIONAL PROGRAMS THAT BEST IMPROVE PERFORMANCE AND ENHANCE WORKPLACE LEARNING; AND THE SYSTEMS DIMENSION OF PERFORMANCE. 94239 CAREER CENTER: PROVIDES GUIDANCE TO PROFESSIONALS LOOKING TO BEGIN OR EXPAND A CAREER IN THE WORKPLACE LEARNING AND PERFORMANCE FIELDS. JOB OPPORTUNITIES MAY BE POSTED HERE WITH THE ON-LINE JOB BANK, AS WELL AS PROFESSIONAL RESUMES. 601817 CI MANAGEMENT FEE 155862 OTHER PROGRAM SERVICES 8220556 4519918 29602984 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 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 0 0 1 1 0 1 0 1 339 0 1 207 1 1 1 1 HK CH 0 0 0 0 0 0 0 0 1 0 X 9 9 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA VA WI X JESSICA RICHARDS 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 JAMES JIM CAPRARA CHAIR 1.00 0.00 X X 0 0 0 SCOTT MILLWARD SECRETARY 1.00 0.00 X X 0 0 0 PAUL WALTON TREASURER 1.00 0.00 X X 0 0 0 CHRISTI KARANDIKAR DIRECTOR 1.00 0.00 X 0 0 0 ANDRE MARTIN DIRECTOR 1.00 0.00 X 0 0 0 CHERYL DOGGETT DIRECTOR 1.00 0.00 X 0 0 0 GIRISH GANESAN DIRECTOR 1.00 0.00 X 0 0 0 LISA GOODPASTER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ARENA DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY BINGHAM PRESIDENT & CEO 39.00 1.00 X 1317466 0 161320 JESSICA RICHARDS SENIOR DIRECTOR OF FINANCE 39.00 1.00 X 203495 0 29022 AMANDA MILLER SR DIR, ENTERPRISE SOLUTIONS 40.00 0.00 X 330507 0 8866 JENNIFER CORSINI VICE PRESIDENT, EXTERNAL RELATIONS 40.00 0.00 X 323627 0 45810 COURTNEY VITAL VICE PRESIDENT, LEARNING 40.00 0.00 X 267047 0 12941 ADEDAMOLA ST DANIELS DIRECTOR, TECHNOLOGY 40.00 0.00 X 223192 0 0 JEANNA CHUN SENIOR ACCOUNT EXECUTIVE 40.00 0.00 X 223685 0 14743 2889019 0 272702 54 0 1 0 MYPLANET DIGITAL INC 155 NORTH WACKER DRIVE STE 4250 CHICAGO IL 60606 TECHNOLOGY SOLUTIONS 1040300 FREEMAN PO BOX 734596 DALLAS TX 75373 CONFERENCE SERVICES 979318 RICOH USA INC PO BOX 827577 PHILADELPHIA PA 19182 IT SERVICES 621548 CENTERPLATE INC 1 INDEPENCE POINT STE 305 GREENVILLE SC 29615 CONFERENCE CATERING SERVICES 540239 EXECUTIVE SPEAKERS BUREAU PO BOX 382036 GERMANTOWN TN 38183 SPEAKER BUREAU 530598 34 9636153 2020833 11656986 EDUCATIONAL PROGRAMS 900099 15536774 15536774 CONFERENCES & SEMINARS 611430 9951712 7422262 134625 2394825 PUBLICATIONS 541800 3626909 2367288 1259621 SPONSORSHIPS 900099 1968264 1968264 OTHER PROGRAM INCOME 900099 69916 69916 62725 62725 31216300 577116 577116 326768 326768 15939 -15939 -15939 -15939 MANAGEMENT FEE 541900 601817 601817 JOB BANK 900004 346028 346028 947845 44709076 26060782 1740274 5251034 1712938 1168118 544820 15690949 10722846 4968103 384174 261333 122841 1126601 703509 423092 1194597 858926 335671 234024 234024 64594 64594 77482 77482 4181953 3113466 1068487 1901751 1901751 216476 124040 92436 2296546 849176 1447370 143693 143693 667626 667626 337958 277705 60253 8097651 8097651 5000 5000 2133058 861038 1272020 195315 86887 108428 INCOME TAX 13019 -6390 19409 CREDIT CARD FEES 951559 9166 942393 COST OF SALES 430069 430069 RECRUITING 282010 282010 37917 37917 42376960 29602984 12773976 0 19877983 16521968 3065959 3093021 910611 809187 2049506 3397075 25496953 18146505 6137149 7350448 13161103 14501009 8151362 8017328 6660844 11533903 60014517 65223939 4596861 4413090 11494280 13386308 3365715 6823297 19456856 24622695 X 40557661 40601244 40557661 40601244 60014517 65223939 X 2332116 -2210450 -78083 X 0 1 X 1 0 X 8763784 9233937 8548002 11084334 11656986 49287043 33343743 37640310 20155546 22969005 30423871 144532475 42107527 46874247 28703548 34053339 42080857 193819518 0 0 0 193819518 1063455 1058325 1273635 1186424 903884 5485723 1063455 1058325 1273635 1186424 903884 5485723 238214 179528 116098 188066 180337 902243 1192041 855834 10261863 723960 601817 13635515 44601237 48967934 40355144 36151789 43766895 213842999 0.90640 0.90090 0.02570 0.02640 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITY - 2018 AMOUNT: $ 1,192,041. 2019 AMOUNT: $ 855,834. 2020 AMOUNT: $ 615,361. 2021 AMOUNT: $ 723,960. 2022 AMOUNT: $ 601,817. INSURANCE CLAIM - 2020 AMOUNT: $ 9,646,502. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 500 500 41641099 41641599 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 600 500 500 500 2100 250000 250000 250000 250000 1000000 1500000 4540957 520354 4020603 20955996 17626151 3329845 7350448 ALTERNATIVE INVESTMENTS 4376504 F 8091.62 - ISHARES S&P 500 INDEX (BSPGX) 3640824 F 8017328 DEPOSITS 110627 DEFERRED COMPENSATION 513064 DUE FROM ATD CERTIFICATION INSTITUTE 4394354 DUE FROM ATD CONSULTING (SHANGHAI) COMPANY, LTD. 922678 DUE FROM ATD LIMITED (HONG KONG) 27321 RIGHT-OF-USE ASSET FOR OPERATING LEASE 5394592 RIGHT-OF-USE ASSET FOR FINANCE LEASE 171267 11533903 DEFERRED COMPENSATION 513064 LEASE LIABILITY FOR OPERATING LEASE, NET 6138966 LEASE LIABILITY FOR FINANCE LEASE, NET 171267 6823297 45276538 -2210450 2839455 629005 44647533 77482 -15939 61543 44709076 45044900 2745422 2745422 42299478 77482 77482 42376960 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 2,839,455. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN (LOSS) ON FIXED ASSETS DISPOSAL TO PART VIII, LINE 7C -15,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 2,651,400. (GAIN) LOSS ON FOREIGN CURRENCY 78,083. (GAIN) LOSS ON FIXED ASSETS DISPOSAL TO PART VIII, LINE 7C 15,939. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2852361 EAST ASIA AND THE PACIFIC 1 0 PROGRAM SERVICES CONFERENCES 234309 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCES 51704 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCES 395277 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CONFERENCES 26598 1 0 0 0 1 0 3560249 0 3560249 1 0 0 0 0 1 PART III ACCOUNTING METHOD: X X X X 0 1 0 1 0 1 0 1 0 ANTHONY BINGHAM PRESIDENT & CEO 846117 0 437385 0 33964 0 148583 0 13580 0 1479629 0 0 0 JENNIFER CORSINI VICE PRESIDENT, EXTERNAL RELATIONS 304162 0 18984 0 481 0 14647 0 32005 0 370279 0 0 0 AMANDA MILLER SR DIR, ENTERPRISE SOLUTIONS 327348 0 2504 0 655 0 8866 0 809 0 340182 0 0 0 COURTNEY VITAL VICE PRESIDENT, LEARNING 262167 0 4625 0 255 0 12941 0 842 0 280830 0 0 0 JEANNA CHUN SENIOR ACCOUNT EXECUTIVE 222001 0 1529 0 155 0 5359 0 10006 0 239050 0 0 0 JESSICA RICHARDS SENIOR DIRECTOR OF FINANCE 198321 0 4907 0 267 0 9978 0 19836 0 233309 0 0 0 ADEDAMOLA ST DANIELS DIRECTOR, TECHNOLOGY 219114 0 3896 0 182 0 0 0 842 0 224034 0 0 0 PART I, LINE 4B THE CEO, ANTHONY BINGHAM, PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PART I, LINE 5 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL REVENUE. PART I, LINE 6 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL NET INCOME. FOR ALL OTHERS SHOWN IN PART VII OF THE FORM 990, BONUS AMOUNTS ARE BASED ON A PERCENTAGE OF NET INCOME AND THEN DISTRIBUTED BASED ON PERFORMANCE REVIEW SCORES. PART I, LINE 7 PER THE CEO'S FORMAL AGREEMENT, AN ACCRUAL FOR A RETENTION BONUS WAS RECORDED IN 2022. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO TRAINING AND DEVELOPMENT PROFESSIONALS WITHIN ORGANIZATIONS OF ALL SIZES, IN THE PRIVATE AND PUBLIC SECTORS, AS INDEPENDENT CONSULTANTS, AND AS SUPPLIERS. FORM 990, PART VI, SECTION A, LINE 7A A SELECTION COMMITTEE APPOINTED BY THE ATD BOARD OF DIRECTORS APPOINTS UP TO NINE MEMBERS OF THE ATD BOARD IN ACCORDANCE WITH THE ATD BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO PROVISIONS OF ATD BYLAWS AND CHAPTER 181 OF THE WISCONSIN STATUTES, ATD'S MEMBERS HAVE THE RIGHT TO APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AND OTHER FUNDAMENTAL TRANSACTIONS SUCH AS SALE OF ASSETS OTHER THAN IN THE REGULAR COURSE OF BUSINESS, MERGER, AND DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AS STATED IN POLICY 3.10, THE FINANCIAL PERFORMANCE COMMITTEE OF THE BOARD REVIEWS ATD'S FEDERAL AND STATE TAX FORMS BEFORE THEY ARE FILED WITH THE GOVERNMENT. MANAGEMENT REVIEW - THE TAX FORMS ARE REVIEWED BY THE SENIOR DIRECTOR OF FINANCE AND THE ASSOCIATE DIRECTOR OF FINANCE WITH THE RSM TAX TEAM. ONCE THE FORMS ARE FINALIZED, THE SENIOR DIRECTOR OF FINANCE REVIEWS WITH THE PRESIDENT/CEO BEFORE SIGN-OFF, AND THE FORMS ARE SENT TO THE OFFICERS OF THE ATD BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY ALL BOARD MEMBERS TO THE ATD PRESIDENT, BOTH THROUGH THE ANNUAL DISCLOSURE FORM AND WHENEVER A CONFLICT ARISES. ANY CHANGES ARE DISCUSSED DURING QUARTERLY BOARD MEETINGS. ATD MAINTAINS CLOSE COMMUNICATION WITH THEIR BOARD MEMBERS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD LEADS THE REVIEW AND DETERMINATION OF THE CEO'S COMPENSATION. THE DIRECTOR OF HUMAN RESOURCES COMPLETES A FORMAL COMPENSATION REVIEW UTILIZING EXTERNAL BENCHMARKING DATA. THE INSTRUCTIONS FROM THE BOARD TO HUMAN RESOURCES TO AFFECT CHANGES ARE WELL DOCUMENTED. THE COMPENSATION STRUCTURE IS REVIEWED ON A REGULAR BASIS BY HUMAN RESOURCES, WITH APPROVAL FROM THE CEO. THE STRUCTURE IS BASED ON A "MIDPOINT EQUALS MARKET" APPROACH. EACH YEAR, THE RESULTS OF INDIVIDUAL EMPLOYEE SCORECARDS (ATD'S PERFORMANCE PLANNING TOOL) DETERMINE INDIVIDUAL COMPENSATION WITHIN THE STRUCTURE. MANAGERS HAVE INPUT INTO THE PROCESS, WITH ULTIMATE APPROVAL BY HUMAN RESOURCES AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 ATD COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(A), DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE UPON REQUEST. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, ATD HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. ATD MAKES THESE DOCUMENTS AVAILABLE TO MEMBERS TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY -78,083. ASTD CERTIFICATION INSTITUTE 1640 KING STREET ALEXANDRIA VA 22314 311788556 CERTIFICATION PROGRAM VA 501(C)(6) AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 ASTD CERTIFICATION INSTITUTE A 120241 COST ASTD CERTIFICATION INSTITUTE D 4424735 COST ASTD CERTIFICATION INSTITUTE S 601817 COST