2021-08-30T13:52:02-05:00 2021-02-28 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-03-01 620968813 AMERICAN MASSAGE THERAPY ASSOCIATION AMER 8779052700 500 DAVIS ST NO 900 EVANSTON IL 60201 WILLIAM BROWN EXECUTIVE DIRECTOR 8779052700 2021-08-30 1 WILLIAM BROWN 999009999 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM BROWN 500 DAVIS ST NO 900 EVANSTON IL 60201 26640011 0 9435 X WWW.AMTAMASSAGE.ORG X 1960 DE TO SERVE AMERICAN MASSAGE THERAPY ASSOCIATION (AMTA) MEMBERS WHILE ADVANCING THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. 12 9 67 850 248094 0 0 36449 15705411 16717669 1659725 820430 405216 420865 17770352 17995413 409662 344220 0 0 7323980 7076321 0 0 0 10659252 8595642 18392894 16016183 -622542 1979230 30969064 40819892 15914443 16400440 15054621 24419452 X TO SERVE AMERICAN MASSAGE THERAPY ASSOCIATION (AMTA) MEMBERS WHILE ADVANCING THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. 0 0 WE SERVE APPROXIMATELY 93,000 AMTA MEMBERS BY PROVIDING ACCESS TO THE KNOWLEDGE AND SKILLS NECESSARY TO COMPETENTLY PRACTICE MASSAGE THERAPY, INFORMATION RESOURCES AND TOOLS; AND, CREATING CONSUMER PREFERENCE FOR AMTA PROFESSIONAL CLASSIFICATION MEMBERS. THESE SERVICES ARE CARRIED OUT NATIONALLY AND THROUGH 51 AMTA CHAPTERS.PRODUCTS AND SERVICES INCLUDE:CONTINUING EDUCATION THROUGH A VARIETY OF VEHICLES, INCLUDING FACE-TO-FACE, ONLINE, AND IN PERIODICALS. NUMBER SERVED - 100,000.PROVIDING BUSINESS-RELATED PUBLICATIONS, PERIODICALS, AND PRODUCTS, INCLUDING MTJ, MASSAGE TODAY, HANDS ON NEWSLETTER, STUDENT EXPERIENCE E-NEWSLETTER, AMTA'S CAREER CENTER, AMTA'S MASSAGE THERAPY INFORMATION CENTER/HELP DESK, PROFESSIONAL AND GENERAL LIABILITY INSURANCE, AND OTHER AFFINITY PROGRAMS. IN ADDITION, THE ASSOCIATION PROVIDES INDUSTRY DATA AND STATISTICS TO MASSAGE THERAPY SCHOOLS TO ENHANCE THEIR ABILITY TO TRAIN QUALIFIED MASSAGE THERAPISTS.COPIES OF PERIODICALS ISSUED - OVER 1,000,000 ANNUALLY. ADVANCE THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. THIS IS ACCOMPLISHED BY ADVOCATING PROFESSIONALISM THROUGH COLLABORATIVE DEVELOPMENT OF EDUCATIONAL REQUIREMENTS, UPHOLDING ACCREDITATION AND BOARD CERTIFICATION, PROACTIVELY PURSUING FAIR AND CONSISTENT MASSAGE THERAPY LICENSURE IN EVERY STATE, REQUIRING CONTINUING EDUCATION, AND STANDING FOR PROFESSIONAL ETHICS AND STANDARDS. IN ADDITION, AMTA FINANCIALLY SUPPORTS THE MASSAGE THERAPY FOUNDATION, TO FURTHER ADVANCE THE PROFESSION THROUGH RESEARCH AND EVIDENCE-INFORMED PRACTICE OF MASSAGE THERAPY. CREATE DEMAND FOR MASSAGE THERAPY AS A ROUTINE PART OF SOCIETY'S HEALTH AND WELL-BEING. THIS IS ACCOMPLISHED THROUGH TWO MAJOR PROGRAMS PROVIDED AS A PUBLIC SERVICE: AMTA'S FIND A MASSAGE THERAPIST FREE NATIONAL LOCATOR SERVICE AND THE CONSUMER AWARENESS PROGRAM - THE ASSOCIATION CONTINUES TO BE THE VOICE OF THE PROFESSION. OUR ACTIVE MEDIA RELATIONS, PUBLIC RELATIONS, AND HEALTHCARE AND CORPORATE AWARENESS PROGRAMS EDUCATE THE PUBLIC ABOUT THE BENEFITS OF MASSAGE THERAPY, WHAT TO EXPECT FROM A PROFESSIONAL MASSAGE, AND HOW TO FIND QUALIFIED PRACTITIONERS AND SCHOOLS. OUR INFORMATION REACHED MORE THAN 360 MILLION READERS, VIEWERS, AND LISTENERS IN 2020. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 129 0 1 67 1 1 1 0 0 0 1 1 0 0 0 X 12 9 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA IN X ROBERT TOCK 8779052700 500 DAVIS ST NO 900 EVANSTON IL 60201 WILLIAM BROWN EXECUTIVE DIRECTOR 40.00 X 424322 0 10338 LISA STEGINK GENERAL COUNSEL 40.00 X 188408 0 13384 JEFFERY FLOM DEPUTY DIRECTOR 40.00 X 188753 0 12720 LAURENCE LABODA CFO (TO DEC '20) 40.00 X 178148 0 12940 DAVID FRENCH DIRECTOR, MARKETING 40.00 X 130370 0 5750 MARK TYLE DIRECTOR, CHAPTER RELATIONS 40.00 X 130088 0 5737 JOCELYN PYSARCHUK DIRECTOR, KNOWLEDGE TRANSFER 40.00 X 128566 0 5697 BRIAN LAM DIRECTOR, AMS & WEB INTEGRATIONS 40.00 X 118925 0 13195 CHRISTOPHER DEERY IMMEDIATE PAST PRESIDENT 15.00 X X 27924 0 0 ANGELA BARKER PRESIDENT 30.00 X X 27924 0 0 STEVEN ALBERTSON PRESIDENT ELECT 10.00 X X 24768 0 0 CHRISTINE BAILOR-GOODLANDER DIRECTOR 10.00 X 8988 0 0 MICHAELE COLIZZA DIRECTOR 10.00 X 8988 0 0 KIMBERLY KANE-SANTOS DIRECTOR 10.00 X 8988 0 0 SCOTT L RAYMOND DIRECTOR 10.00 X 8988 0 0 ED SANSBURY DIRECTOR 10.00 X 8988 0 0 LADONNA WARD DIRECTOR 10.00 X 8988 0 0 ROBERT C JANTSCH DIRECTOR 10.00 X 8239 0 0 JANE JOHNSON DIRECTOR 10.00 X 7490 0 0 PAT COLLINS DIRECTOR 10.00 X 6741 0 0 1644594 0 79761 9 0 1 0 THE OVID BELL PRESS INC PO BOX 370 FULTON MO 65251 PUBLISHING SERVICES 270423 DIAMOND FULLFILLMENT SOLUTIONS PO BOX 1650 MILWAUKEE WI 53201 PRINTING SERVICES 210721 ABILA DEPT 3033 PO BOX 12303 DALLAS TX 75312 WEBSITE MAINTENANCE 168982 ADAGE TECHNOLOGIES 10 S RIVERSIZE PLAZA CHICAGO IL 60606 WEBSITE DEVELOPMENT 127960 GLC 9855 WOODS DR STE 105 SKOKIE IL 60077 DESIGN SERVICES 115425 5 36449 36449 MEMBER DUES 900099 15796789 15796789 MEETINGS & EDUCATION 900099 672448 672448 PUBLICATIONS 541800 248432 338 248094 16717669 510413 510413 368768 368768 8954615 8644598 310017 310017 310017 5550 0 5550 5550 LIST RENTAL 900099 22977 22977 SPONSORSHIPS 900099 4350 4350 19220 19220 46547 17995413 16475125 248094 1235745 314889 29331 975208 4690192 286717 721868 402336 95587 58018 923097 100805 853394 444504 1272465 413188 643828 151508 117992 639 500529 2928976 DUES & SUBSCRIPTIONS 28720 TRAINING 26728 COMMUNITY OUTREACH 18784 HONORARIA 12938 3942 16016183 1009249 7025371 554281 558656 3429473 3218185 430258 357059 3681822 3152069 685754 529753 23818766 28402402 1010110 728219 31173 247 30969064 40819892 7880632 6579896 7547109 8321011 0 1066700 486702 432833 15914443 16400440 X 15054621 24419452 15054621 24419452 30969064 40819892 X 1979230 4887928 2497673 X 0 1 X 1 0 0 0 1 15796789 923097 328148 1251245 710856 540389 3179581 3068362 111219 502241 83707 418534 529753 DEFERRED LEASE LIABILITY 432833 432833 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS. 1 MASSAGE THERAPY FOUNDATION 500 DAVIS ST STE 900 EVANSTON IL 60201 363735393 501(C)(3) 260000 GENERAL DONATION THE COMMISSION ON MASSAGE THERAPY 2101 WILSON BLVD STE 302 ARLINGTON VA 22201 200798736 501(C)(3) 30500 GENERAL DONATION ALLIANCE FOR MASSAGE THERAPY EDUCATION PO BOX 40014 TUCSON AZ 85717 271063407 501(C)(6) 24389 GENERAL DONATION 2 1 SCHOLARSHIPS 19 29331 0 PART I, LINE 2: AMTA MAY REQUEST AN ACCOUNTING OF THE USE OF GRANTS AND OTHER ASSISTANCE MADE BY AMTA TO OTHER ORGANIZATIONS. X X X X 0 0 0 WILLIAM BROWN EXECUTIVE DIRECTOR 422572 0 1750 0 0 0 8550 0 1788 0 434660 0 0 0 LISA STEGINK GENERAL COUNSEL 188158 0 250 0 0 0 5870 0 7514 0 201792 0 0 0 JEFFERY FLOM DEPUTY DIRECTOR 188503 0 250 0 0 0 5867 0 6853 0 201473 0 0 0 LAURENCE LABODA CFO (TO DEC '20) 176594 0 1554 0 0 0 5557 0 7383 0 191088 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO) WHICH FILES FORMS W-2 AND REMITS PAYROLL TAXES ON THE ORGANIZATION'S BEHALF. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN 2020 FOR THE FOLLOWING: THE ANNUAL CONVENING OF THE ASSEMBLY MAY BE HELD APART FROM THE NATIONAL CONVENTION. THE QUALIFICATIONS FOR ELIGIBILITY TO SERVE ON THE SLATE SELECTION COMMITTEE WERE MODIFIED, AND THE PRESIDENT'S CHOICE OF CHAIR FOR THAT COMMISSION MUST NOW APPROVED BY THE BOARD OF DIRECTORS. THE PROCEDURES FOR AMENDING THE BYLAWS WAS SIMPLIFIED. THE STARTING PERIOD FOR NEW BOARD MEMBERS WAS ADJUSTED TO BE 30 DAYS AFTER THE CLOSE OF THE ELECTION. SPECIAL CHAPTER BOARD MEETINGS MAY NOW BE HELD WITH 3 DAYS NOTICE IF ALL ELIGIBLE BOARD MEMBERS CONSENT. THE PRIOR NOTICE PERIOD FOR CHAPTER MEETINGS WAS CHANGED TO 15 DAYS FOR ALL MEETINGS. FLEXIBILITY IN SCHEDULING THE ANNUAL MEETING WAS ADDED. ELECTIONS MUST NOW TAKE PLACE ONLINE. PROPOSED STANDING RULE AMENDMENTS MUST BE APPROVED BY A TWO-THIRDS OF THOSE VOTING ON THE AMENDMENT. UPDATES TO THE POLICY FOR COMMUNICATING CHAPTER STANDING RULES AMENDMENTS AND OTHER ITEMS WERE MADE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP TOTALED 96,305 MEMBERS AS OF FEBRUARY 28, 2021. MEMBERSHIPS ARE RENEWABLE FOR A PERIOD OF ONE YEAR. ALL MEMBERS MUST ALSO BE A MEMBER OF A STATE CHAPTER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS CAST BALLOTS IN NATIONAL ELECTIONS ONCE A YEAR FOR CENTRAL ORGANIZATION (AMTA) ELECTIONS. CANDIDATES FOR ELECTED OFFICES MUST MEET CERTAIN CRITERIA AND BE APPROVED BY THE SLATE SELECTION COMMITTEE BEFORE PLACEMENT ON THE BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEW OF FORM 990 HAS BEEN DELEGATED TO THE AUDIT COMMISSION WHICH IS COMPRISED OF VARIOUS FINANCIALLY-ASTUTE MEMBERS OF THE BOARD. THE AUDIT COMMISSION MUST APPROVE FORM 990 PRIOR TO ITS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS IS REQUIRED TO READ AND SIGN THE BOARD CODE OF CONDUCT WHICH ADDRESSES CONFLICTS OF INTEREST. ADDITIONALLY, THE BOARD MEMBER IS REQUIRED TO DISCLOSE TO THE BOARD ANY CONFLICTS OF INTEREST ARISING DURING THE YEAR. ALL EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO READ AND SIGN THE "EMPLOYEE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY" AT THE INCEPTION OF THEIR EMPLOYMENT AND REAFFIRM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE PERFORMANCE REVIEW COMMITTEE USING BENCHMARK DATA, RESULTS FROM A 360-DEGREE REVIEW, AND ANNUAL OBJECTIVES AND PROGRESS MADE IN ACCOMPLISHING THOSE OBJECTIVES. THEIR RECOMMENDATION, THE RELATED SUPPORT, AND COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. AMTA STAFF USE BENCHMARK SALARY DATA, A REVIEW PROCESS, AND FOLLOW AMTA'S STAFF COMPENSATION PROGRAM TO DETERMINE COMPENSATION FOR KEY EMPLOYEES. OFFICER STIPENDS ARE DETERMINED BY REGULAR REVIEW OF AN INDEPENDENT WORKGROUP EXAMINING CURRENT BEST PRACTICE AND BENCHMARKED DATA FROM SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS OF CHAPTERS PREVIOUSLY INCLUDED IN SEPERATE RETURN. 2,655,564. BAD DEBT -163,891. RETURN GRANTS 6,000. FORM 990: THE ORGANIZATION HAS DETERMINED THAT THE CHAPTERS, WHICH PREVIOUSLY COLLECTIVELY FILED A GROUP RETURN, ALL LACK LEGAL STANDING AND AUTONOMY, AND HAD BEEN ERRONEOUSLY REGARDED AS BEING SEPARATE ENTITIES. THE CHAPTERS ARE INTEGRAL AND INSEPARABLE FROM THE ORGANIZATION ITSELF. ACCORDINGLY, THE OPERATIONS AND ACTIVITIES OF THE CHAPTERS HAS BEEN INCLUDED IN THE ORGANIZATION'S FORM 990.