ASSOCIATION FOR CORPORATE GROWTH INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR CORPORATE GROWTH INC (EIN 13-6163137)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-15
- IRS object ID
- 202201969349301300
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-15T08:48:59-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136163137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR CORPORATE GROWTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 3129574286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST NO 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA HARRIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3129574286 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY GRIFFITH | PreparerPersonNm |
| PTIN | P00299751 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2022-07-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LISA HARRIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST NO 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,271,123 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ACG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE PROFESSIONAL AND BUSINESS INTERESTS 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 BY THE ASSOCIATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $1,434,689 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $194,996 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,739,427 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,934,681 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,819,275 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,184,813 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,036 | PYInvestmentIncomeAmt |
| CY Investment Income | $139,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,085,214 | PYOtherRevenueAmt |
| CY Other Revenue | $12,220 | CYOtherRevenueAmt |
| PY Total Revenue | $10,703,952 | PYTotalRevenueAmt |
| CY Total Revenue | $12,271,123 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,152,913 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,290,327 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,154,276 | PYOtherExpensesAmt |
| CY Other Expenses | $4,479,332 | CYOtherExpensesAmt |
| PY Total Expenses | $11,307,189 | PYTotalExpensesAmt |
| CY Total Expenses | $10,769,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$603,237 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,501,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,667,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,393,754 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,173,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,281,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,494,095 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,112,514 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE PROFESSIONAL AND BUSINESS INTERESTS 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 BY THE ASSOCIATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. THE ANNUAL EVENT WAS CANCELLED AND AN INSURANCE CLAIM WAS FILED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 -LOCAL CHAPTER PROGRAMS-SUBSCRIPTION TO MIDDLE MARKET GROWTH MAGAZINE-SUBSCRIPTION TO ACG'S MONTHLY AND WEEKLY E-NEWSLETTERS-ACCESS TO ACG JOB SOURCE-INDUSTRY WHITE PAPERS-ACCESS TO ONLINE MEMBERSHIP DIRECTORY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHAPTERSFIFTY-EIGHT CHAPTERS SERVE THE 14,500 MEMBERS OF ACG WORLDWIDE. CHAPTERS PROVIDE LOCAL BREAKFAST MEETINGS, LUNCHES, CONFERENCES, AND SPECIAL EVENTS THAT ENABLE NETWORKING AND EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACG CAPITALLINK TM INCLUDES THE PITCHBOOK PROPRIETARY DATABASE OF THOUSANDS OF CAPITAL RESOURCES INCLUDING PRIVATE EQUITY FIRMS, HEDGE FUNDS, MEZZANINE INVESTORS, SMALL BUSINESS INVESTMENT COMPANIES, VALUATION FIRMS AND M&A ADVISORY FIRMS. IT IS A COMPREHENSIVE, UP-TO-DATE, USER FRIENDLY ONLINE RESOURCE, AVAILABLE AT NO COST TO ACG MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129574286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST NO 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRENT BAXTER | |||||||
| DIRECTOR | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE CASTINO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HELLIER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GERSHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE NOWACZYK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN OKNER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NATE OLSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON POLACK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ACHARYA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY BANKS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA BUI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN COX | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZIE DORAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN PRUNTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SURRETTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT TATHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BOHN | |||||||
| PRESIDENT & CEO | 40.00 | $657,236 | $0 | $45,744 | Yes (X) | ||
| KAREN CRAVEN | |||||||
| SR VP-COMM (TERM) | 40.00 | $174,102 | $0 | $28,883 | Yes (X) | ||
| MATTHEW HICKMAN | |||||||
| COO | 40.00 | $210,681 | $0 | $17,812 | Yes (X) | ||
| CHRISTINE MELENDES | |||||||
| SR VP-EVENTS | 40.00 | $190,265 | $0 | $551 | Yes (X) | ||
| LOURA SPEARS | |||||||
| SR. DIR.-FINANCE (TERM) | 40.00 | $147,599 | $0 | $14,772 | Yes (X) | ||
| LESLIE WHITTET | |||||||
| SR VP-CHAPTER OPER. (TERM) | 40.00 | $195,218 | $0 | $34,054 | Yes (X) | ||
| LISA HARRIS | |||||||
| CFO | 40.00 | $106,490 | $0 | $1,899 | Yes (X) | ||
| MOYA BELCASTER | |||||||
| SR. MGR.-FINANCE (TERM) | 40.00 | $104,714 | $0 | $14,908 | Yes (X) | ||
| SHANNON BUENIK | |||||||
| CHIEF OF STAFF | 40.00 | $125,478 | $0 | $0 | Yes (X) | ||
| JACQUELINE D'ANTONIO | |||||||
| DIR. OF BUS. DEV. | 40.00 | $136,166 | $0 | $13,763 | Yes (X) | ||
| KAITLYN GREGORIO | |||||||
| SR. DIR.-STRATEGIC DEV. | 40.00 | $133,453 | $0 | $8,789 | Yes (X) | ||
| KATHRYN MULLIGAN | |||||||
| EDITOR-IN-CHIEF | 40.00 | $103,388 | $0 | $7,063 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,284,790 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $188,238 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER & HOSTETLER LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70189 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $173,015 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,228,450 | MembershipDuesAmt |
| Government Grants | $1,706,231 | GovernmentGrantsAmt |
| Total Contributions | $6,934,681 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MARKETING/ADVOCACY/PR | 541800 | $2,495,909 | $1,430,952 | $1,064,957 |
| EVENTS | 541900 | $2,319,172 | $2,319,172 | |
| PARTNERSHIP PROGRAM | 541900 | $369,732 | $369,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,184,813 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,866 | TotalRevenueColumnAmt |
| Exclusion | $71,866 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,543 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,543 | TotalRevenueColumnAmt |
| Exclusion | $67,543 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CHAPTER SUPPORT | 900099 | $34,500 | $34,500 | |
| MANAGEMENT & GENERAL - OTHER | 900099 | $3,358 | $3,358 | |
| EQUITY IN SUBSUDIARY | 900099 | -$25,638 | -$25,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,220 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,271,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,727,844 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,434,689 | UnrelatedBusinessRevenueAmt |
| Exclusion | $173,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,591 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,414,071 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,730 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,667 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,651 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,602 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,379 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,907 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,873 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,810 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,440 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,461 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,250 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,067 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,989 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,560 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK & CREDIT CARD FEES | $171,295 |
| TAXES | $56,430 |
| DUES & SUBSCRIPTIONS | $39,153 |
| DONATIONS | $6,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,058 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,769,659 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,579 | BOYAmt |
| EOY | $4,163,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $293,378 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,430 | BOYAmt |
| EOY | $2,527,593 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,215 | BOYAmt |
| EOY | $315,799 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,310 | BOYAmt |
| EOY | $449,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,760,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,912,768 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,859 | BOYAmt |
| EOY | $847,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,864 | BOYAmt |
| EOY | $1,802,174 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,880 | BOYAmt |
| EOY | $994,932 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,299 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,667,436 | BOYAmt |
| EOY | $11,393,754 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,863 | BOYAmt |
| EOY | $2,232,097 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,692 | BOYAmt |
| EOY | $3,306,756 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
| EOY | $1,711,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,786 | BOYAmt |
| EOY | $31,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,173,341 | BOYAmt |
| EOY | $7,281,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,494,095 | BOYAmt |
| EOY | $4,112,514 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,494,095 | BOYAmt |
| EOY | $4,112,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,667,436 | BOYAmt |
| EOY | $11,393,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,501,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,955 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $5,228,450 | DuesAssessmentsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $617,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $471,949 | DepreciationAmt |
| Book Value | $145,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $657,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $499,507 | DepreciationAmt |
| Book Value | $158,195 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,485,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $941,312 | DepreciationAmt |
| Book Value | $543,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $847,476 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $994,932 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $994,932 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $31,023 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,023 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,387,928 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,955 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $116,955 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,270,973 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $150 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,271,123 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,769,509 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,769,509 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $150 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,769,659 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE 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 $56,430 AND $89,633 FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020, RESPECTIVELY. THE ASSOCIATION HAS ADOPTED THE REQUIREMENTS OF ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CHAPTER OPERATIONS | $42,338 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | MEETINGS | $49,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $92,219 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $92,219 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS BOHN | ||||||||||||||
| PRESIDENT & CEO | $657,236 | $0 | $0 | $0 | $0 | $0 | $17,100 | $0 | $28,644 | $0 | $702,980 | $0 | $0 | $0 |
| LESLIE WHITTET | ||||||||||||||
| SR VP-CHAPTER OPER. (TERM) | $195,218 | $0 | $0 | $0 | $0 | $0 | $8,789 | $0 | $25,265 | $0 | $229,272 | $0 | $0 | $0 |
| MATTHEW HICKMAN | ||||||||||||||
| COO | $210,681 | $0 | $0 | $0 | $0 | $0 | $9,903 | $0 | $7,909 | $0 | $228,493 | $0 | $0 | $0 |
| KAREN CRAVEN | ||||||||||||||
| SR VP-COMM (TERM) | $174,102 | $0 | $0 | $0 | $0 | $0 | $15,463 | $0 | $13,420 | $0 | $202,985 | $0 | $0 | $0 |
| CHRISTINE MELENDES | ||||||||||||||
| SR VP-EVENTS | $190,265 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $551 | $0 | $190,816 | $0 | $0 | $0 |
| LOURA SPEARS | ||||||||||||||
| SR. DIR.-FINANCE (TERM) | $147,599 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,772 | $0 | $162,371 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ATICLE V, SECTION 7(A) OF THE BYLAWS: "THE ANNUAL MEETING OF THE BOARD OF DIRECTORS SHALL, UNLESS OTHERWISE DETERMINED BY THE BOARD, BE THE FIRST MEETING OF THE CALENDAR YEAR. AT THAT MEETING, THE BOARD OF DIRECTORS SHALL ELECT OFFICERS AND DIRECTORS FOR THE FISCAL YEAR BEGINNING SEPTEMBER 1 OF THAT 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 THE ACG TAX CONSULTANTS AND THE CFO. THEN THE DRAFT FORM 990 IS MADE AVAILABLE TO ALL BOARD DIRECTORS FOR A REVIEW PERIOD OF SEVEN (7) CALENDAR DAYS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCATION 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 OR INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; AND D) UNDERSTANDS THAT THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AND THAT IN ORDER 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 BOARD OF DIRECTORS. THE CEO HAS A 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES AVAILABLE ON ITS WEBSITE TO THE PUBLIC (I) THE LATEST AUDIT REPORT SIGNED BY INDEPENDENT ACCOUNTANTS, (II) THE MOST RECENT FORM 990, (III) THE ASSOCIATION'S CURRENT BYLAWS, (IV) THE CONFLICTS OF INTEREST POLICY, (V) WHISTLEBLOWER POLICY, (VI) RECORD RETENTION AND DESTRUCTION POLICY, AND (VII) THE ASSOCIATION'S PRIVACY POLICY. |
| FORM 990, PART IX, LINE 11G | SERVICE FEES 723,811. CONSULTANTS 755,568. |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES TO THE AUDIT SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR CORPORATE GROWTH - GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W MONROE ST SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911868118 | EIN |
| Primary Activities | PROMOTE DEVELOPMENT IN THE MERGERS AND ACQUISITIONS FIELD | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACG GLOBAL (EUROPE) LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MUNRO HOUSE PORTSMOUTH ROAD | AddressLine1Txt |
| City | COBHAM | CityNm |
| Province Or State | SURREY | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | KT11 1 PP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHAPTER | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$11,650 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $38,231 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ACG GLOBAL (EUROPE) LTD | |
| D | $38,231 |
| ASSOCIATION FOR CORPORATE GROWTH INC | |
| S | $54,595 |
Comments