2023-11-14T13:24:55-06:00 2022-12-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-01-01 390912502 AMERICAN SOCIETY FOR QUALITY INC AMER 4142728575 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 SIDDHARTHA BHATNAGAR INTERIM CEO 4142728575 2023-11-13 1 SIDDHARTHA BHATNAGAR XXX-XX-XXXX 0 TROY MARINE CPA P00187863 4147775500 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SIDDHARTHA BHATNAGAR 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 32059778 0 X WWW.ASQ.ORG X 1946 WI TO INCREASE THE USE AND IMPACT OF QUALITY IN RESPONSE TO THE DIVERSE NEEDS OF THE WORLD. 20 20 129 3000 283630 3792 6528485 140443 21390163 22067301 1035518 883187 527287 320633 29481453 23411564 118516 83489 0 0 11712256 12012009 0 0 0 14240694 17318429 26071466 29413927 3409987 -6002363 58190445 48690919 22065783 23165797 36124662 25525122 ASQ EMPOWERS THE PEOPLE, COMMUNITIES, AND ORGANIZATIONS OF THE WORLD TO ACHIEVE EXCELLENCE THROUGH QUALITY. 0 0 17197666 83489 22104304 ASQ IS A NOT-FOR-PROFIT PROFESSIONAL SOCIETY FORMED TO SUPPORT INDIVIDUALS IN THEIR PURSUIT OF QUALITY PRACTICES AND PERFORMANCE EXCELLENCE BY PROVIDING THOUGHT LEADERSHIP, TRAINING, AND KNOWLEDGE RESOURCES. ACTIVITIES INCLUDE DEVELOPING QUALITY TOOLS, TRAINING ; PUBLICATIONS; AND, CONFERENCES AND FORUMS FOR QUALITY PRACTITIONERS. 17197666 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 119 0 1 129 1 1 1 1 CH CA MX IN 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 WI NY X JAMES MONNAT 4142728575 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 BLANTON GODFREY CHAIR 1.00 X X 0 0 0 WAYNE BROWN TREASURER 1.00 X X 0 0 0 FRANCISCO SANTOS CHAIR-ELECT 1.00 X 0 0 0 JANET RADDATZ PAST CHAIR 1.00 X 0 0 0 NANCY NOUAMEH GEOGRAPHIC COMMUNITIES COUNCIL CHAIR 1.00 X 0 0 0 WANDA STURM TECHNICAL COMMUNITIES COUNCIL CHAIR 1.00 X 0 0 0 DANIEL SNIEZEK DIRECTOR 1.00 X 0 0 0 EDWAIN GARRO DIRECTOR 1.00 X 0 0 0 FRANK MURDOCH DIRECTOR 1.00 X 0 0 0 GRACE DUFFY DIRECTOR 1.00 X 0 0 0 JAMISON KOVACH DIRECTOR 1.00 X 0 0 0 JANE KEATHLEY DIRECTOR 1.00 X 0 0 0 LEIGH ANN SCHILDMEIER DIRECTOR 1.00 X 0 0 0 MICHAEL KIRCHNER DIRECTOR 1.00 X 0 0 0 PAULO SAMPAIO DIRECTOR 1.00 X 0 0 0 PEDRO SARAIVO DIRECTOR 1.00 X 0 0 0 POLLY LEBARRON DIRECTOR 1.00 X 0 0 0 SUSAN PEIFFER DIRECTOR 1.00 X 0 0 0 THERESE STEINER DIRECTOR 1.00 X 0 0 0 TRACY OWENS DIRECTOR 1.00 X 0 0 0 CATHERINE JORDAN CEO 40.00 X 495733 0 43861 SIDDHARTHA BHATNAGAR COO, INTERIM CEO 40.00 X 268545 0 38239 JAMES MONNAT CFO 40.00 X 263146 0 31202 ANDREW SCHROEDER SR COMMERCIAL EXECUTIVE DIRECTOR 40.00 X 230444 0 24285 ANDREW GLUBISZ CONTROLLER 40.00 X 135156 0 36347 JOSEPH RAMOS DIRECTOR OF STRATEGIC MARKETING 40.00 X 130850 0 36233 HADRIEN TOURNIER-VAN GUCHT DIRECTOR OF EDUCATION 40.00 X 151496 0 13308 DENISE KRAMER COMMERICAL EXECUTIVE DIRECTOR 40.00 X 141766 0 17698 ANNE AUBRY DIRECTOR OF PEOPLE OPERATIONS 40.00 X 136788 0 17793 1953924 0 258966 19 0 1 0 PERSONIFY PO BOX 735327 DALLAS TX 75373 SOFTWARE SERVICES 476276 PERFICIENT 555 MARYVILLE UNIVERSITY DRIVE SUI ST LOUIS MO 63141 MARKETING SERVICES 424570 FUSIONSPAN 12300 TWINBROOK PARKWAY SUITE 440 ROCKVILLE MD 20852 CONSULTING SERVICES 404561 EMBER 59 STATE STREET 3RD FLOOR NEWBURYPORT MA 01950 CONFERENCE CONSULTING SERVICES 373966 LINKEDIN 62228 COLLECTIONS DR CHICAGO IL 60693 MARKETING SERVICES 348673 34 140443 140443 MEMBERSHIP DUES 900099 6952197 6952197 TRAINING 611600 5607642 5607642 SHARED SERVICES 900099 5183044 5183044 CONFERENCES 900099 1834396 1834396 ROYALTIES AND LICENSING 900099 1347052 1347052 1142970 873810 269160 22067301 2235 2235 311426 296956 14470 14470 14470 8772982 7892030 880952 880952 880952 765391 459228 306163 306163 23411564 22104304 283630 883187 83489 83489 1395455 1395455 8542232 5520565 3021667 295507 164159 131348 1083451 601877 481574 695364 386287 309077 157064 95069 61995 74697 45213 29484 1019649 858249 161400 3641058 1416244 2224814 268575 245235 23340 1367681 1248799 118882 308563 308563 1754559 469179 1285380 CONTRACT & PROFESSIONAL 6204079 3755250 2448829 OTHER 1621570 1407117 214453 PARTNER PAYMENTS 900934 900934 29413927 17197666 12216261 0 8998442 7133619 145103 388376 1254962 866271 5401581 4857789 329789 220297 37202570 28047169 10155072 9155401 31027720 25128158 877776 941008 58190445 48690919 5915731 7462771 3963052 3816026 11687000 11387000 500000 500000 22065783 23165797 X 36124662 25525122 36124662 25525122 58190445 48690919 -6002363 -4597177 0 X X 0 1 X 1 0 X 203475 317877 47720 6528485 140443 7238000 34777271 37503889 22707238 22361445 22104304 139454147 34980746 37821766 22754958 28889930 22244747 146692147 0 0 0 146692147 707083 1451703 1079397 1321751 313661 4873595 707083 1451703 1079397 1321751 313661 4873595 1431517 13315634 844818 15591969 37119346 52589103 24679173 30211681 22558408 167157711 0.87760 0.88340 0.02920 0.02740 X 15630168 8546893 7083275 843342 745119 98223 17593723 16936758 656965 3135337 1818399 1316938 9155401 LINE OF CREDIT 500000 500000 X PART X, LINE 2: THE SOCIETY HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ASQ GLOBAL DEVELOPMENT, LLC, ASQ CHINA, LLC, ASQ MEXICO, LLC, AND ASQ INDIA WERE FORMED AS SINGLE MEMBER LIMITED LIABILITY COMPANIES ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. AS SUCH, THEIR OPERATIONS ARE INCLUDED IN THE FEDERAL AND STATE TAX RETURNS OF ITS PARENT, THE SOCIETY. KUALITE WAS INCORPORATED IN CHINA AS A FOR-PROFIT ENTERPRISE AND IS SUBJECT TO THE TAX LAWS OF THE PEOPLE'S REPUBLIC OF CHINA. DURING THE YEARS ENDING DECEMBER 31, 2022 AND 2021, KUALITE PAID INCOME TAX OF APPROXIMATELY $60,000 AND $52,000, RESPECTIVELY. ASQ ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASQ DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNDERTAIN TAX POSITIONS AT DECEMBER 31, 2022 AND 2021. EAST ASIA AND THE PACIFIC 2 3 PROGRAM SERVICES QUALITY CONTROL 1293725 NORTH AMERICA 0 6 PROGRAM SERVICES QUALITY CONTROL 324736 SOUTH ASIA 1 4 PROGRAM SERVICES QUALITY CONTROL 385456 3 13 0 0 3 13 2003917 0 2003917 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 0 SCHOLARSHIPS ISSUED BY SECTIONS/DIVISIONS 55 59341 DONATIONS MADE BY SECTIONS/DIVISIONS 22 9147 OTT SCHOLARSHIP 1 15000 X X X X 0 0 0 1 0 0 0 0 0 CATHERINE JORDAN CEO 353889 0 121344 0 20500 0 24200 0 19661 0 539594 0 0 0 SIDDHARTHA BHATNAGAR COO, INTERIM CEO 213255 0 42334 0 12956 0 17306 0 20933 0 306784 0 0 0 JAMES MONNAT CFO 208479 0 40044 0 14623 0 18164 0 13038 0 294348 0 0 0 ANDREW SCHROEDER SR COMMERCIAL EXECUTIVE DIRECTOR 200257 0 13731 0 16456 0 17663 0 6622 0 254729 0 0 0 ANDREW GLUBISZ CONTROLLER 102506 0 12150 0 20500 0 11063 0 25284 0 171503 0 0 0 JOSEPH RAMOS DIRECTOR OF STRATEGIC MARKETING 115487 0 5695 0 9668 0 11049 0 25184 0 167083 0 0 0 HADRIEN TOURNIER-VAN GUCHT DIRECTOR OF EDUCATION 135453 0 15043 0 1000 0 6854 0 6454 0 164804 0 0 0 DENISE KRAMER COMMERICAL EXECUTIVE DIRECTOR 116250 0 6261 0 19255 0 11234 0 6464 0 159464 0 0 0 ANNE AUBRY DIRECTOR OF PEOPLE OPERATIONS 116466 0 6022 0 14300 0 10640 0 7153 0 154581 0 0 0 PART I, LINE 5 TO ENCOURAGE AND MOTIVATE CERTAIN MANAGEMENT EMPLOYEES TO ACHIEVE SPECIFIC OPERATING GOALS, THE SOCIETY USES A MANAGEMENT INCENTIVE PLAN (MIP). PARTICIPANTS CAN EARN INCENTIVE COMPENSATION (CALCULATED AS A % OF THEIR BASE SALARY) UNDER A FORMULA-BASED APPROACH THAT COMPARES ACTUAL TO TARGETED RESULTS. TARGETED INCENTIVE AWARDS UNDER THE MIP RANGE FROM 10 TO 20% OF EACH PARTICIPANT'S ANNUAL BASE SALARY. A KEY MIP OPERATIONAL GOAL IS TO ACHIEVE OR EXCEED ANNUAL BUDGETED REVENUES EACH FISCAL YEAR. THIS REVENUE GOAL ACCOUNTS FOR 15% OF EACH PARTICIPANT'S TARGET AWARD FOR THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY WAS COMPRISED OF APPROXIMATELY 41,000 INDIVIDUAL MEMBERS AT THE END OF CALENDAR YEAR 2022. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY'S INDIVIDUAL MEMBERS ELECT BOTH THE SOCIETY'S OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS WHOSE TERMS ARE STAGGERED. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO CERTAIN SECTIONS OF THE BYLAWS AND ELECTION TO THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY VOTING MEMBERS. THE BOARD IS ALSO RESPONSIBLE FOR APPROVAL OF THE BUSINESS PLAN AND BUDGET AND OTHER ITEMS AS SPECIFIED IN THE SOCIETY'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY HAS A BOARD APPOINTED FINANCIAL AUDITING COMMITTEE OF INDEPENDENT DIRECTORS WHOSE RESPONSIBILITIES ARE DEFINED IN A WRITTEN POLICY STATEMENT. THESE RESPONSIBILITIES INCLUDE RECEIVING AND REVIEWING BOTH FORM 990 AND FORM 990-T AND OTHER STATE REGULATORY REPORTS PRIOR TO FILING EACH YEAR. THE COMMITTEE HAS REVIEWED BOTH THE 2022 YEAR FORM 990 AND 990-T PRIOR TO THEIR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A DISCLOSURE ON A YEARLY BASIS AND UPON KNOWLEDGE OF ANY POTENTIAL CONFLICT. ITEMS ARE SUMMARIZED AND PROVIDED TO LEGAL COUNSEL FOR REVIEW TO ENSURE THERE ARE NO DISCLOSURES OF CONFLICT THAT REQUIRE ADDITIONAL MANAGEMENT OR RECUSALS. THIS REPORT IS THEN PRESENTED TO THE FINANCIAL AUDITING COMMITTEE. THE INDEPENDENT DIRECTORS PREPARE A RECOMMENDATION FOR BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A ASQ HAS A STAFF COMPENSATION AND BENEFIT COMMITTEE (SCBC) RESPONSIBLE FOR ALL TERMS AND CONDITIONS RELATED TO THE EMPLOYMENT OF THE SOCIETY'S CHIEF EXECUTIVE OFFICER (CEO). THE CHIEF EXECUTIVE OFFICER IS COMPENSATED UNDER THE TERMS OF A WRITTEN EMPLOYMENT AGREEMENT. THE SCBC REVIEWS THE CEO'S COMPENSATION PROGRAM FOR COMPETITIVENESS IN ACCORDANCE WITH ADOPTED PHILSOPHIES AND MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SUCH DOCUMENTS ARE AVAILABLE TO SOCIETY MEMBERS IN GOOD STANDING ON THE ASQ WEBSITE AT ALL TIMES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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