2020-06-22T08:36:40-05:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 133916164 THE ACADEMY OF MANAGEMENT INC ACAD 9143261800 PO BOX 3020 BRIARCLIFF MANOR NY 10510 LARISA MUELLER CHIEF FINANCIAL OFFICER 9143261800 2020-06-22 1 ELIZABETH W HELLER P00397829 2022932200 173.79.17.121 2020-06-22 08:35:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 907A16943A5AE6BD468F5755AE9454C37C362E74 2019 2021-01-29 14:40:06Z NANCY URBANOWICZ PO BOX 3020 BRIARCLIFF MANOR NY 10510 24565402 0 X WWW.AOM.ORG X 1936 NY ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS 14 14 44 300 460963 69448 0 0 12513950 12150296 2033547 1438104 0 0 14547497 13588400 193928 195743 0 0 5224554 5630087 0 0 0 6281112 6566906 11699594 12392736 2847903 1195664 38080159 45166311 2173285 2870395 35906874 42295916 X TO CONNECT SCHOLARS AND ADVANCE SCHOLARSHIP AND TEACHING ABOUT MANAGEMENT AND ORGANIZATIONS. 0 0 2486277 3491689 ANNUAL MEETING TO PRESENT RESEARCH AND OFFER DISCUSSION GROUPS AND SIMILAR PROGRAMS FOR SCHOLARLY DEVELOPMENT. 2311044 4853032 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. 1013076 477413 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. 1601251 195743 3328162 MEMBERSHIPS, PLACEMENT, AND ALL OTHER PROGRAMS 1601251 195743 3328162 7411648 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 73 0 1 44 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 9143261800 PO BOX 3020 BRIARCLIFF MANOR NY 10510 CAROL KULIK PRESIDENT 1.70 X X 0 0 0 JACKIE COYLE-SHAPIRO PRESIDENT-ELECT 1.70 X X 0 0 0 QUINETTA M ROBERSON VICE PRESIDENT & PROGRAM CHAIR 1.70 X X 0 0 0 HERMAN AGUINIS VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT 1.70 X X 0 0 0 MARY ANN GLYNN PAST PRESIDENT 1.70 X X 0 0 0 DIANA BILIMORIA REPRESENTATIVE AT LARGE 1.00 X 0 0 0 ELIZABETH GEORGE REPRESENTATIVE AT LARGE 1.00 X 0 0 0 SOREN HENNING JENSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 APARNA JOSHI REPRESENTATIVE AT LARGE 1.00 X 0 0 0 ALISON KONRAD REPRESENTATIVE AT LARGE 1.00 X 0 0 0 TAMMY MADSEN REPRESENTATIVE AT LARGE 1.00 X 0 0 0 DAVID PATIENT REPRESENTATIVE AT LARGE 1.00 X 0 0 0 CHRISTINE QUINN TRANK REPRESENTATIVE AT LARGE 1.00 X 0 0 0 BATIA WIESENFELD REPRESENTATIVE AT LARGE 1.00 X 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 35.00 X 292591 0 27972 MARKO VUKOSAVOVIC CFO (THRU 5/19) 35.00 X 85585 0 9906 LARISA MUELLER CFO (BEG 9/19) 35.00 X 58179 0 0 TERESE LONCAR CHIEF OPERATING OFFICER 35.00 X 185368 0 19861 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 35.00 X 184714 0 19861 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 35.00 X 147311 0 14440 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 35.00 X 157149 0 16378 JOHN PESCATORE DIRECTOR OF PUBLISHING 35.00 X 162482 0 17722 1273379 0 126140 15 0 1 0 REPUTATION PARTNERS LLC 30 WEST MONROE SUITE 1410 CHICAGO IL 60603 PUBLIC RELATIONS 387024 THE SHERIDAN PRESS PO BOX 419813 BOSTON MA 022419813 JOURNAL PRODUCTION 262360 ATYPON SYSTEMS LLC-ACH 5201 GREAT AMERICA PARKWAY SUITE 21 SANTA CLARA CA 95054 CONTENT HOST SERVICE 212142 DARTMOUTH JOURNAL SERVICES PO BOX 419817 BOSTON MA 022419817 JOURNAL PRINTING 192523 CLARIVATE ANALYTICS (US) LLC-ACH PO BOX 3772 CAROL STREAM IL 601323772 STORAGE FEE 125235 5 PUBLICATIONS 511120 4848112 4845597 2515 ANNUAL CONFERENCE 900099 3496609 3484569 12040 MEMBERSHIP 900099 3312138 2865730 446408 DIVISION SPONSORSHIPS 900099 493437 493437 12150296 870283 870283 11544823 10977002 567821 567821 567821 13588400 11195896 460963 1931541 25000 25000 170743 170743 396801 204695 192106 3884100 1680616 2203484 364868 163607 201261 562485 252218 310267 421833 189150 232683 29659 22858 6801 53750 53750 191174 191174 732414 252790 479624 311277 301985 9292 132711 77733 54978 853036 510610 342426 183386 107415 75971 322289 322289 2402523 2402523 155994 85797 70197 21792 21792 PRINTING & PUBLICATION 641619 641619 TAXES, PERMITS, LICENSE 500000 500000 STAFF DEVELOPMENT & TRA 35282 35282 12392736 7411648 4981088 0 3331017 1823188 419560 1446863 122597 246183 1143050 609158 532616 533892 33625474 41060565 48895 55620 38080159 45166311 389355 852250 1549816 1824966 234114 193179 2173285 2870395 X 35868624 42269616 38250 26300 35906874 42295916 38080159 45166311 1195664 5193379 0 X X 0 1 X 1 0 X 3202090 3208684 3190399 3205492 2865730 15672395 8210781 8199219 8227980 9278949 8823603 42740532 11412871 11407903 11418379 12484441 11689333 58412927 0 0 0 58412927 733643 359198 677704 786607 870283 3427435 733643 359198 677704 786607 870283 3427435 54864 54864 12146514 11767101 12096083 13271048 12614480 61895226 0.94370 0.94490 0.05540 0.05510 X 275123 129438 145685 430509 192326 238183 437418 287394 150024 533892 DEFERRED RENT 193179 193179 X 18590604 5193379 5193379 13397225 191175 191175 13588400 12201562 0 12201562 191175 191175 12392737 PART X, LINE 2: IN JANUARY 2016, THE IRS SELECTED THE ACADEMY'S TAX RETURNS FOR EXAMINATION FOR THE YEAR ENDED DECEMBER 31, 2013. IRS SUBSEQUENTLY EXPANDED ITS EXAMINATION TO THE 2014 AND 2015 TAX YEARS, ON A LIMITED-SCOPE BASIS. THE AREAS TO WHICH IRS EXPANDED THE SCOPE OF THE EXAMINATION TO THE SUBSEQUENT TAX YEARS WERE CASH DISBURSEMENTS AND UNRELATED BUSINESS INCOME. THE EXAMINATION CONCLUDED IN 2017; HOWEVER, ONE TECHNICAL MATTER REMAINED OPEN. AS OF DECEMBER 31, 2018, THE ACADEMY BELIEVED IT WAS MORE LIKELY THAN NOT THAT THERE WOULD BE NO ADDITIONAL TAXES DUE. IN APRIL 2020, THE ACADEMY WAS NOTIFIED THAT THE IRS WAS PROPOSING AN ADVERSE CONCLUSION ON THIS ONE TECHNICAL MATTER WHICH RELATES TO THE TAXABILITY OF ROYALTIES EARNED THROUGH AN AGREEMENT WITH A THIRD PARTY. THE ACADEMY WAS GIVEN AN OPPORTUNITY TO SUBMIT FINAL INFORMATION TO THE IRS IN SUPPORT OF ITS TAX POSITION. THIS INFORMATION WAS SUBMITTED IN LATE APRIL 2020. AS OF [THE LAST DATE OF AUDIT FIELDWORK], THE ACADEMY HAS NOT RECEIVED THE FINAL DECISION IN THE TECHNICAL ADVICE MEMORANDUM; HOWEVER, THE ACADEMY HAS ACCRUED $500,000 IN ESTIMATED TAXES AND INTEREST AS IT NOW BELIEVES IT IS MORE LIKELY THAN NOT THAT THIS AMOUNT WILL BE DUE RELATED TO TAXABLE INCOME FOR THE YEARS 2013 THROUGH 2019. 1 THE PHD PROJECT ASSOCIATION 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 202610773 501(C)3 6450 18550 FMV FREE PASSES TO ANNUAL MTG FOR PHD STUDENTS PROMOTE DIVERSITY AMONG PHD CANDIDATES 1 0 DIVISION AWARDS 482 170743 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 X 0 0 0 0 0 0 0 0 0 NANCY L URBANOWICZ EXECUTIVE DIRECTOR 272591 0 20000 0 0 0 27972 0 0 0 320563 0 0 0 TERESE LONCAR CHIEF OPERATING OFFICER 178668 0 6700 0 0 0 19861 0 0 0 205229 0 0 0 MATTHEW L SUPPA CHIEF INFORMATION OFFICER 178014 0 6700 0 0 0 19861 0 0 0 204575 0 0 0 GABRIEL BRAMSON WEB DEVELOPER/PROGRAMMER 143911 0 3400 0 0 0 14440 0 0 0 161751 0 0 0 YELENA BUNIN WEB DEVELOPER/PROGRAMMER 153949 0 3200 0 0 0 16378 0 0 0 173527 0 0 0 JOHN PESCATORE DIRECTOR OF PUBLISHING 158982 0 3500 0 0 0 17722 0 0 0 180204 0 0 0 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.