2022-07-15T08:48:59-05:00 2021-08-31 390758449 WIPFLI LLP 100 TRI-STATE INTERNATIONAL STE 300 LINCOLNSHIRE IL 60069 990 2020-09-01 136163137 ASSOCIATION FOR CORPORATE GROWTH ASSO 3129574286 227 W MONROE ST NO 2100 CHICAGO IL 60606 LISA HARRIS CFO 3129574286 2022-07-15 1 LISA HARRIS 999009999 TIMOTHY GRIFFITH P00299751 8479410100 2022-07-15 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X LISA HARRIS 227 W MONROE ST NO 2100 CHICAGO IL 60606 12271123 0 X WWW.ACG.ORG X 1954 IL 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. 16 16 43 16 1434689 194996 2739427 6934681 4819275 5184813 60036 139409 3085214 12220 10703952 12271123 0 0 0 0 4152913 6290327 0 0 0 7154276 4479332 11307189 10769659 -603237 1501464 7667436 11393754 5173341 7281240 2494095 4112514 X 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. 0 0 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. 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 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. 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. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 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 1 0 0 1 42 0 43 1 1 1 1 CA UK 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA IL NC X X X LISA HARRIS 3129574286 227 W MONROE ST NO 2100 CHICAGO IL 60606 BRENT BAXTER DIRECTOR 7.00 X 0 0 0 STEVE CASTINO DIRECTOR 2.00 X 0 0 0 DAVID HELLIER DIRECTOR 4.00 X 0 0 0 DAVID GERSHAM DIRECTOR 4.00 X 0 0 0 CHRISTINE NOWACZYK DIRECTOR 1.00 X 0 0 0 MARTIN OKNER DIRECTOR 4.00 X 0 0 0 NATE OLSEN DIRECTOR 1.00 X 0 0 0 AARON POLACK DIRECTOR 1.00 X 0 0 0 DAVID ACHARYA DIRECTOR 1.00 X 0 0 0 TONY BANKS DIRECTOR 1.00 X 0 0 0 CHRISTINA BUI DIRECTOR 1.00 X 0 0 0 ANN COX DIRECTOR 1.00 X 0 0 0 SUZIE DORAN DIRECTOR 1.00 X 0 0 0 KEVIN PRUNTY DIRECTOR 1.00 X 0 0 0 JOHN SURRETTE DIRECTOR 1.00 X 0 0 0 CURT TATHAM DIRECTOR 1.00 X 0 0 0 THOMAS BOHN PRESIDENT & CEO 40.00 X 657236 0 45744 KAREN CRAVEN SR VP-COMM (TERM) 40.00 X 174102 0 28883 MATTHEW HICKMAN COO 40.00 X 210681 0 17812 CHRISTINE MELENDES SR VP-EVENTS 40.00 X 190265 0 551 LOURA SPEARS SR. DIR.-FINANCE (TERM) 40.00 X 147599 0 14772 LESLIE WHITTET SR VP-CHAPTER OPER. (TERM) 40.00 X 195218 0 34054 LISA HARRIS CFO 40.00 X 106490 0 1899 MOYA BELCASTER SR. MGR.-FINANCE (TERM) 40.00 X 104714 0 14908 SHANNON BUENIK CHIEF OF STAFF 40.00 X 125478 0 0 JACQUELINE D'ANTONIO DIR. OF BUS. DEV. 40.00 X 136166 0 13763 KAITLYN GREGORIO SR. DIR.-STRATEGIC DEV. 40.00 X 133453 0 8789 KATHRYN MULLIGAN EDITOR-IN-CHIEF 40.00 X 103388 0 7063 2284790 0 188238 12 0 1 0 BAKER & HOSTETLER LLP PO BOX 70189 CLEVELAND OH 44190 LEGAL 173015 1 5228450 1706231 6934681 MARKETING/ADVOCACY/PR 541800 2495909 1430952 1064957 EVENTS 541900 2319172 2319172 PARTNERSHIP PROGRAM 541900 369732 369732 5184813 71866 71866 67543 0 67543 67543 67543 CHAPTER SUPPORT 900099 34500 34500 MANAGEMENT & GENERAL - OTHER 900099 3358 3358 EQUITY IN SUBSUDIARY 900099 -25638 -25638 12220 12271123 3727844 1434689 173909 X 1681591 4414071 192730 1935 66667 403651 228602 150 1479379 104907 381873 81810 354440 125461 582250 18067 249989 92560 BANK & CREDIT CARD FEES 171295 TAXES 56430 DUES & SUBSCRIPTIONS 39153 DONATIONS 6590 36058 10769659 2349579 4163273 293378 254430 2527593 251215 315799 430310 449129 2760244 1912768 622859 847476 1862864 1802174 1343880 994932 552299 0 7667436 11393754 1137863 2232097 2448692 3306756 900000 1711364 686786 31023 5173341 7281240 X 2494095 4112514 2494095 4112514 7667436 11393754 1501464 116955 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 5228450 617363 471949 145414 657702 499507 158195 1485179 941312 543867 847476 CERTIFICATES OF DEPOSIT 994932 F 994932 SECURITY DEPOSITS 31023 31023 X 12387928 116955 116955 12270973 150 150 12271123 10769509 0 10769509 150 150 10769659 PART X, LINE 2: 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. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CHAPTER OPERATIONS 42338 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES MEETINGS 49881 0 0 0 0 0 0 92219 0 92219 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X 0 0 X X X 0 0 0 THOMAS BOHN PRESIDENT & CEO 657236 0 0 0 0 0 17100 0 28644 0 702980 0 0 0 LESLIE WHITTET SR VP-CHAPTER OPER. (TERM) 195218 0 0 0 0 0 8789 0 25265 0 229272 0 0 0 MATTHEW HICKMAN COO 210681 0 0 0 0 0 9903 0 7909 0 228493 0 0 0 KAREN CRAVEN SR VP-COMM (TERM) 174102 0 0 0 0 0 15463 0 13420 0 202985 0 0 0 CHRISTINE MELENDES SR VP-EVENTS 190265 0 0 0 0 0 0 0 551 0 190816 0 0 0 LOURA SPEARS SR. DIR.-FINANCE (TERM) 147599 0 0 0 0 0 0 0 14772 0 162371 0 0 0 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. ASSOCIATION FOR CORPORATE GROWTH - GROUP 227 W MONROE ST SUITE 2100 CHICAGO IL 60606 911868118 PROMOTE DEVELOPMENT IN THE MERGERS AND ACQUISITIONS FIELD IL 501(C)(6) 0 ACG GLOBAL (EUROPE) LTD MUNRO HOUSE PORTSMOUTH ROAD COBHAM SURREY UK KT11 1 PP CHAPTER UK C -11650 38231 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ACG GLOBAL (EUROPE) LTD D 38231 ASSOCIATION FOR CORPORATE GROWTH INC S 54595