2022-06-29T09:22:58-05:00 2021-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-01-01 133916164 THE ACADEMY OF MANAGEMENT INC ACAD 9143261851 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 LARISA MUELLER CHIEF FINANCIAL OFFICER 9143261800 2021-06-30 1 LARISA MUELLER XXX-XX-XXXX MEREDITH BELL P01696827 2022932200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z NANCY URBANOWICZ 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 28140274 0 X AOM.ORG X 1936 NY ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS 14 14 40 300 521865 77346 0 1800000 9606794 10405038 3040687 3566221 519 147814 12648000 15919073 142081 139351 0 0 6144078 5995470 0 0 0 3655883 4811825 9942042 10946646 2705958 4972427 49856912 56747597 3068573 2053128 46788339 54694469 X TO CONNECT SCHOLARS AND ADVANCE SCHOLARSHIP AND TEACHING ABOUT MANAGEMENT AND ORGANIZATIONS. 0 0 2911095 1715632 ANNUAL MEETING TO PRESENT RESEARCH AND OFFER DISCUSSION GROUPS AND SIMILAR PROGRAMS FOR SCHOLARLY DEVELOPMENT. 2172671 5244542 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. 189814 188570 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. 1915233 139351 3203205 MEMBERSHIPS, PLACEMENT, AND ALL OTHER PROGRAMS 1915233 139351 3203205 7188813 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 54 0 1 40 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 9143261856 555 PLEASANTVILLE ROAD N200 BRIARCLIFF MANOR NY 10510 HERMAN AGUINIS PRESIDENT 1.70 X X 0 0 0 AMY HILLMAN PRESIDENT-ELECT 1.70 X X 0 0 0 SHARON ALVAREZ VICE PRESIDENT & PROGRAM CHAIR 1.70 X X 0 0 0 PETER BAMBERGER VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT 1.70 X X 0 0 0 QUINETTA ROBERSON 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 NELSON PHILLIPS REPRESENTATIVE AT LARGE 1.00 X 0 0 0 MORTEN HUSE REPRESENTATIVE AT LARGE 1.00 X 0 0 0 ISABEL METZ REPRESENTATIVE AT LARGE 1.00 X 0 0 0 DIANA BILIMORIA REPRESENTATIVE AT LARGE 1.00 X 0 0 0 SOREN HENNING JENSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 TAMMY MADSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 CYNTHIA DEVERS REPRESENTATIVE AT LARGE 1.00 X 0 0 0 LUCY GILSON REPRESENTATIVE AT LARGE 1.00 X 0 0 0 KELD LAURSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 35.00 X 312794 0 49586 LARISA MUELLER CHIEF FINANCIAL OFFICER 35.00 X 189073 0 48048 TERESE LONCAR CHIEF OPERATING OFFICER 35.00 X 194651 0 51883 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 35.00 X 199063 0 51600 JOHN PESCATORE MANAGING DIR, PUBLISHING & 35.00 X 174117 0 49522 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 35.00 X 159297 0 30123 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 35.00 X 161794 0 28148 TARYN LISA FIORE DIRECTOR, EVENTS 35.00 X 127059 0 14611 GREGORY GEROSA TECHNICAL COORDINATOR 35.00 X 128276 0 44614 ELIZABETH ALLEN DIRECTOR, HR 35.00 X 124844 0 44288 ALINA MATEI DATABASE ANALYST 35.00 X 132402 0 31750 1903370 0 444173 14 0 1 0 PROJECTION PRESENTATION TECHNOLOGY INC 5803 ROLLING ROAD SUITE 200 SPRINGFIELD VA 22152 VIRTUAL MEETING SERVICES 707126 REPUTATION PARTNERS LLC 30 WEST MONROE SUITE 1410 CHICAGO IL 60603 PUBLIC RELATIONS 352731 PHILADELPHIA DOWNTOWN MARRIOTT HOTEL 1201 MARKET STREET PHILADELPHIA PA 19107 CONFERENCE CENTER 271379 THE SHERIDAN PRESS PO BOX 419813 BOSTON MA 022419813 JOURNAL PRODUCTION 210208 ATYPON SYSTEMS LLC-ACH 5201 GREAT AMERICA PARKWAY SUITE 21 SANTA CLARA CA 95054 CONTENT HOST SERVICE 209148 6 1800000 1800000 PUBLICATIONS 511120 5235750 5231680 4070 MEMBERSHIP 900099 3203205 2721084 482121 ANNUAL CONFERENCE 900099 1751306 1715632 35674 DIVISION SPONSORSHIPS 900099 214777 214777 10405038 1016143 1016143 14771279 12221201 2550078 2550078 2550078 INSURANCE PROCEEDS 900099 81477 81477 OTHER REVENUE 900099 66337 66337 147814 15919073 9668396 521865 3928812 25000 25000 114351 114351 1324476 487259 837217 3163016 2138832 1024184 416396 262077 154319 658648 409590 249058 432934 280472 152462 32181 4137 28044 91882 91882 246776 246776 677786 339999 337787 245168 198724 46444 97279 90110 7169 943293 597036 346257 205229 87956 117273 31140 22502 8638 1388207 1388207 183991 109789 74202 34644 34644 PRINTING & PUBLICATIONS 632772 632772 OTHER 1477 1477 10946646 7188813 3757833 0 4896609 5562395 94678 114499 252128 392282 1202948 972521 414418 230427 44163144 50412059 35935 35935 49856912 56747597 358144 273984 1661048 1677374 900000 0 149381 101770 3068573 2053128 X 46738670 54630942 49669 63527 46788339 54694469 49856912 56747597 4972427 2933703 0 X X 0 1 X 1 0 X 3190399 3205492 2865730 2743687 4521084 16526392 8227980 9278949 8823603 6603796 7162089 40096417 11418379 12484441 11689333 9347483 11683173 56622809 0 0 0 56622809 677704 786607 870283 641624 1016143 3992361 677704 786607 870283 641624 1016143 3992361 54864 82755 137619 519 147814 148333 12096083 13271048 12614480 9989626 12929885 60901122 0.92970 0.94320 0.06560 0.05580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER MISC INCOME - 2020 AMOUNT: $ 519. 2021 AMOUNT: $ 147,814. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275123 203686 71437 445219 328424 116795 482606 440411 42195 230427 DEFERRED RENT 101770 101770 18606000 2933703 2933703 15672297 246776 246776 15919073 10699870 0 10699870 246776 246776 10946646 1 THE PHD PROJECT ASSOCIATION 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 202610773 501(C)3 13538 11462 FMV FREE PASSES TO ANNUAL MTG FOR PHD STUDENTS PROMOTE DIVERSITY AMONG PHD CANDIDATES 1 0 DIVISION AWARDS 200 114351 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 292794 0 20000 0 0 0 28971 0 21856 0 363621 0 0 0 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 190883 0 8180 0 0 0 21428 0 31160 0 251651 0 0 0 TERESE LONCAR CHIEF OPERATING OFFICER 186471 0 8180 0 0 0 21428 0 31442 0 247521 0 0 0 LARISA MUELLER CHIEF FINANCIAL OFFICER 180893 0 8180 0 0 0 21425 0 27610 0 238108 0 0 0 JOHN PESCATORE MANAGING DIR, PUBLISHING & 166118 0 7999 0 0 0 19066 0 31401 0 224584 0 0 0 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 158394 0 3400 0 0 0 16675 0 12384 0 190853 0 0 0 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 155680 0 3617 0 0 0 18586 0 12472 0 190355 0 0 0 GREGORY GEROSA TECHNICAL COORDINATOR 125518 0 2758 0 0 0 14158 0 31297 0 173731 0 0 0 ELIZABETH ALLEN DIRECTOR, HR 119564 0 5280 0 0 0 13832 0 31284 0 169960 0 0 0 ALINA MATEI DATABASE ANALYST 129654 0 2748 0 0 0 14120 0 18471 0 164993 0 0 0 FORM 990, PART VI 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 A, LINE 6 THERE SHALL BE FOUR CLASSES OF MEMBERSHIP: ACADEMIC, PRACTICIONER, 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.