AMERICAN MARKETING ASSOCIATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MARKETING ASSOCIATION INC (EIN 36-2130315)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-26
- IRS object ID
- 201910579349300111
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-26T10:26:45-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CENTER SUITE | AddressLine1Txt |
| Address Line2 | 700 | AddressLine2Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362130315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MARKETING ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3125429000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E RANDOLPH NO 22 FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL B KLEIN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3125429000 | PhoneNum |
| Signature | 2019-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSE DOHERTY | PreparerPersonNm |
| PTIN | P00653989 | PTIN |
| Phone | 3123680500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.235.239.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-26 | IPDt |
| IP Tm | 10:26:50 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01FF971B33C791C5FD2602C975EFEBEE9F01525E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL B KLEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E RANDOLPH NO 22 FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,161,563 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN MARKETING ASSOCIATION (AMA) IS A PROFESSIONAL ASSOCIATION FOR INDIVIDUALS AND ORGANIZATIONS LEADING THE PRACTICE, TEACHING, AND DEVELOPMENT OF MARKETING KNOWLEDGE WORLDWIDE.OUR PRINCIPLE ROLE IS TO SERVE AS A FORUM TO CONNECT LIKE-MINDED INDIVIDUALS AND FOSTER KNOWLEDGE SHARING, PROVIDE RESOURCES, TOOLS AND TRAINING AND SUPPORT MARKETING PRACTICE AND THOUGHT LEADERSHIP AROUND THE GLOBE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | $1,697,830 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $166,638 | PYContributionsGrantsAmt |
| CY Contributions Grants | $121,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,717,370 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,838,617 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104,279 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,822 | CYInvestmentIncomeAmt |
| PY Other Revenue | $998 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,989,285 | PYTotalRevenueAmt |
| CY Total Revenue | $17,144,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $185,060 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $217,752 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,912,209 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,268,770 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,452,414 | PYOtherExpensesAmt |
| CY Other Expenses | $8,067,130 | CYOtherExpensesAmt |
| PY Total Expenses | $16,549,683 | PYTotalExpensesAmt |
| CY Total Expenses | $15,553,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $439,602 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,590,896 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,377,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,411,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,471,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,900,969 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $906,485 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,510,580 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,566,901 | ExpenseAmt |
| Grant | $149,144 | GrantAmt |
| Revenue | $9,504,983 | RevenueAmt |
| Desc | EXPERIENCE:THE AMA COMMUNITY INCLUDES OVER 250,000 INDIVIDUAL MARKETERS WHO WORK, TEACH, OR STUDY IN THE FIELD OF MARKETING. THE AMA EXPERIENCE DEPARTMENT IS CHARGED WITH MAKING SURE THAT MARKETERS ARE AWARE OF AND HAVE ACCESS TO CONTINUED EDUCATION, NETWORKING, AND KNOWLEDGE THAT FIT THEIR INDIVIDUAL CAREER GOALS, FINANCIAL MEANS, AND THE GOALS OF THE ORGANIZATIONS WHERE THEY WORK. AMA EXPERIENCE MANAGES 74 CHAPTERS FOR MARKETING PROFESSIONALS, 350 CHAPTERS FOR UNDERGRADUATE STUDENT MEMBERS AND CLOSE TO 20 SPECIAL INTEREST GROUPS FOR MARKETING ACADEMICS. EACH OF THESE CHAPTERS AND GROUPS ARE RUN BY VOLUNTEERS AT THE LOCAL LEVEL, SUPPLYING AMA VOLUNTEERS WITH LEADERSHIP EXPERIENCE TO BOLSTER THEIR RESUMES. COUNTLESS STORIES CAN BE TOLD ABOUT THE AMA'S ROLE IN MARKETERS' CAREER ADVANCEMENTS. THE LOCAL AMA EXPERIENCE PROVIDES OPPORTUNITY FOR NETWORKING, LOCAL PROGRAMMING AND MENTORSHIP AMOUNG AMA MEMBERS. BEYOND THE LOCAL CHAPTER, AMA EXPERIENCE MANAGES AND MARKETS OVER 35 LIVE CONFERENCES AND TRAINING EVENTS AND OVER 100 VIRTUAL EVENTS BRINGING TOGETHER MARKETERS AT VARIOUS CAREER LEVELS, ROLES AND INDUSTRIES TO SHARE BEST PRACTICES, LEARN FROM EACH OTHER AND STANDOUTS IN THE FIELD, BUILD ON EXISTING THEORY AND FURTHER MARKETING PRACTICES. OUR NONPROFIT MARKETING AND HIGHER EDUCATION MARKETING CONFERENCES ARE CONSIDERED BEST-IN-CLASS WITHIN THOSE SPECIFIC INDUSTRIES. AND THE INTERNATIONAL COLLEGIATE CONFERENCE INCLUDES CASE COMPETITIONS THAT LEAD TO AWARDS AND JOB OPPORTUNITIES FOR STUDENTS.EACH YEAR APPROXIMATELY 35,000 MARKETERS ATTEND EITHER A LIVE OR VIRTUAL CONFERENCE, TRAINING EVENT, OR WEBCAST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,513,113 | ExpenseAmt |
| Grant | $68,074 | GrantAmt |
| Revenue | $1,900,661 | RevenueAmt |
| Desc | ALLIANCES:AMA ALLIANCES MANAGES PARTNERSHIPS WITH OVER 300 BUSINESSES AND CORPORATIONS EACH YEAR THAT EITHER PROVIDE VALUABLE SERVICES TO MEMBERS OF THE AMA COMMUNITY AND/OR ACT AS SPONSORS FOR EVENTS AND TRAINING, WHICH SUBSIDIZES THE REGISTRATIONS FEES FOR ATTENDEES.THE SERVICES PROVIDED BY OUR PARTNERS HELP TO POWER OUR JOB BOARD, VIRTUAL CAREER FAIR, DIRECTORY OF PUBLIC AND PROFESSIONAL SPEAKERS, THIRD-PARTY MEMBER BENEFITS PROGRAM, OUR JOURNAL DISTRIBUTION NETWORK, AND A HOST OF OTHER THINGS - ALL VERY VALUABLE RESOURCES TO MARKETERS. SUCH PARTNERS ALSO PROVIDE TRAINING AND KNOWLEDGE SHARING VIA WEBCASTS AND CONTENT ON AMA.ORG, WHICH WE ARE ABLE TO PROVIDE FREE OF CHARGE TO THE MARKETING COMMUNITY.IN ADDITION, AMA ALLIANCES MANAGES OVER 25 AWARDS THAT ARE GIVEN OUT TO MARKETING PRACTITIONERS, ACADEMICS AND STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,973,541 | ExpenseAmt |
| Grant | $534 | GrantAmt |
| Revenue | $3,735,143 | RevenueAmt |
| Desc | CONTENT:THE AMA CONTENT DEPARTMENT IS RELIED UPON BY MARKETERS TO DEVELOP AND CURATE INFORMATION, NEWS, RESOURCES AND STATISTICS THAT ARE VITAL TO THE MARKETING COMMUNITY AND OFTEN ONLY AVAILABLE ELSEWHERE AT A HIGH PRICE. AMA CONTENT IS DELIVERED THROUGH ONLINE CHANNELS, PRINT PUBLICATIONS, VIRTUAL EVENTS, LIVE CONFERENCES AND TRAINING.AN AVERAGE OF 50 ARTICLES PER MONTH ARE PUBLISHED TO AMA.ORG, WHICH RECEIVES APPROXIMATELY 3.1 MILLION VISITS ANNUALLY. VISITORS COME SEEKING INFORMATION ON CAREER MANAGEMENT, CONTINUED EDUCATION IN THE FIELD OF MARKETING, SALARY BENCHMARKS, MARKETING INDUSTRY KNOWLEDGE AND BUSINESS DATA TO SUPPORT THEIR MARKETING PLANS AND RECOMMENDATIONS FOR GROWTH WITHIN THEIR OWN ORGANIZATIONS.THE AMA CONTENT DEPARTMENT PUBLISHES 10 ISSUES A YEAR OF MARKETING NEWS, A RECENT FOLIO AWARD-WINNING PUBLICATION. THE TEAM ALSO WORKS WITH OUTSIDE PARTNERS TO PRODUCE NO LESS THAN 4 PROPRIETARY STUDIES PER YEAR THAT INCLUDE RELEVANT DATA THAT MARKETERS NEED TO MAKE BUDGETING, PLANNING AND STRATEGIC DECISIONS.EACH YEAR, THE AMA PUBLISHES 6 ISSUES OF THE JOURNAL OF MARKETING, 6 ISSUES OF THE JOURNAL OF MARKETING RESEARCH, 4 ISSUES OF THE JOURNAL OF INTERNATIONAL MARKETING, AND 2 ISSUES OF THE JOURNAL OF PUBLIC POLICY AND MARKETING. THE AMA JOURNALS ARE CONSISTENTLY RANKED AS THE TOP IN THE INDUSTRY. PROFESSORS OF MARKETING, DOCTORAL STUDENTS AND RESEARCHERS WORK HARD TO BE PUBLISHED IN AMA JOURNALS AS THE HONOR IS WEIGHED IN THEIR PURSUIT OF UNIVERSITY TENURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,053,555 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | 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 | Yes (1) | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY VAN EK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125429064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E RANDOLPH ST 22 FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY GARRETT | |||||||
| CHAIRPERSON-NEW/SECY-TREAS-PAST | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL CRON | |||||||
| CHAIRPERSON - ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VALARIE ZEITHAML | |||||||
| CHARIPERSON-ELECT-PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STACY ARMIJO | |||||||
| SECRETARY-NEW/AT-LARGE BRD MBR-PAST | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS R JAMES | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG W MARSHALL | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H RAO UNNAVA | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY INMAN | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ALBRITTON | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HOUSTON | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAYUR GUPTA | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY CALPINO | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| IPSITA DASGUPTA | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS DI CESARE | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUNIL GUPTA | |||||||
| AT-LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL B KLEIN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $459,829 | $0 | $34,586 | |
| SANDY JAP | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SEVERNS | |||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | Yes (X) | $206,586 | $0 | $2,077 | ||
| JEREMY VAN EK | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $238,252 | $0 | $14,461 | ||
| BARBARA GROBICKI | |||||||
| CHIEF ALLIANCE OFFICER | 40.00 | Yes (X) | $175,586 | $0 | $9,128 | ||
| ANDREW FRIEDMAN | |||||||
| CHIEF CONTENT OFFICER | 40.00 | Yes (X) | $205,118 | $0 | $14,951 | ||
| CATHERINE ECK | |||||||
| ACCOUNT EXECUTIVE | 40.00 | $123,429 | $0 | $6,552 | Yes (X) | ||
| CHERYL DOHERTY | |||||||
| DIRECTOR, LIVE EXPERIENCE | 40.00 | $122,211 | $0 | $14,673 | Yes (X) | ||
| CHRISTOPHER BARTONE | |||||||
| DIRECTOR, DIGITAL CONTENT | 40.00 | $113,318 | $0 | $14,321 | Yes (X) | ||
| SCOTT STERN | |||||||
| CUSTOMER INSIGHTS MANAGER | 40.00 | $110,274 | $0 | $13,146 | Yes (X) | ||
| ANDREW NELMES | |||||||
| COMMERCIAL ALLIANCES DIRECTOR | 40.00 | $103,905 | $0 | $5,687 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,858,508 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $129,582 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 | BATES CREATIVE GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1119 E WEST HIGHWAY | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CREATIVE SERVICES | ServicesDesc |
| Compensation | $204,873 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $121,109 | AllOtherContributionsAmt |
| Total Contributions | $121,109 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADVERTISING AND SPONSORSHIPS | 541800 | $3,886,964 | $2,189,134 | $1,697,830 |
| EVENTS | 541800 | $3,873,083 | $3,873,083 | |
| PUBLISHING | 541800 | $3,588,311 | $3,588,311 | |
| MEMBERSHIP DUES | 900099 | $3,284,889 | $3,284,889 | |
| SUBSCRIPTIONS | 541800 | $1,931,549 | $1,931,549 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $273,821 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,838,617 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,917 | TotalRevenueColumnAmt |
| Exclusion | $88,917 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,112,920 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,017,015 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,905 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,905 | TotalRevenueColumnAmt |
| Exclusion | $95,905 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,144,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,140,787 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,697,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $184,822 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,338 | TotalAmt |
| Program Services | $85,338 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,244 | TotalAmt |
| Program Services | $42,244 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,170 | TotalAmt |
| Program Services | $90,170 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,120 | TotalAmt |
| Management And General | $1,401,120 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,906,892 | TotalAmt |
| Program Services | $4,421,331 | ProgramServicesAmt |
| Management And General | $485,561 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,931 | TotalAmt |
| Program Services | $116,363 | ProgramServicesAmt |
| Management And General | $30,568 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,283 | TotalAmt |
| Program Services | $358,187 | ProgramServicesAmt |
| Management And General | $94,096 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,544 | TotalAmt |
| Program Services | $292,193 | ProgramServicesAmt |
| Management And General | $69,351 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,387 | TotalAmt |
| Program Services | $6,110 | ProgramServicesAmt |
| Management And General | $2,277 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,144 | TotalAmt |
| Program Services | $67,127 | ProgramServicesAmt |
| Management And General | $25,017 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,441 | TotalAmt |
| Management And General | $30,441 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,525 | TotalAmt |
| Program Services | $295,525 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,843 | TotalAmt |
| Program Services | $444,577 | ProgramServicesAmt |
| Management And General | $3,266 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,717 | TotalAmt |
| Program Services | $84,768 | ProgramServicesAmt |
| Management And General | $25,949 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,350 | TotalAmt |
| Program Services | $423,701 | ProgramServicesAmt |
| Management And General | $561,649 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,900 | TotalAmt |
| Program Services | $703,341 | ProgramServicesAmt |
| Management And General | $168,559 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,495 | TotalAmt |
| Program Services | $311,943 | ProgramServicesAmt |
| Management And General | $133,552 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745,957 | TotalAmt |
| Program Services | $2,602,160 | ProgramServicesAmt |
| Management And General | $143,797 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,620 | TotalAmt |
| Program Services | $48,465 | ProgramServicesAmt |
| Management And General | $16,155 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,089 | TotalAmt |
| Program Services | $503,965 | ProgramServicesAmt |
| Management And General | $278,124 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,153 | TotalAmt |
| Program Services | $35,365 | ProgramServicesAmt |
| Management And General | $11,788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLISHING | $951,091 | $951,091 | |
| SPONSORSHIP FULFILLMENT | $86,455 | $86,455 | |
| SPECIAL INTEREST GROUPS | $76,746 | $76,746 | |
| MISCELLANEOUS | $25,217 | $6,390 | $18,827 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,553,652 | TotalAmt |
| Program Services | $12,053,555 | ProgramServicesAmt |
| Management And General | $3,500,097 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744,515 | BOYAmt |
| EOY | $1,626,777 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,529 | BOYAmt |
| EOY | $49,019 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,237 | BOYAmt |
| EOY | $1,256,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,823 | BOYAmt |
| EOY | $411,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,733,726 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,456,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,566,864 | BOYAmt |
| EOY | $3,277,348 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,751,035 | BOYAmt |
| EOY | $3,746,999 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,915 | BOYAmt |
| EOY | $43,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,377,918 | BOYAmt |
| EOY | $10,411,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,004 | BOYAmt |
| EOY | $1,574,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,384,480 | BOYAmt |
| EOY | $4,583,771 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $513,855 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,292,949 | BOYAmt |
| EOY | $1,228,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,471,433 | BOYAmt |
| EOY | $7,900,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,458,736 | BOYAmt |
| EOY | $54,847 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,166 | BOYAmt |
| EOY | $1,368,975 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,055 | BOYAmt |
| EOY | $1,086,758 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,485 | BOYAmt |
| EOY | $2,510,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,377,918 | BOYAmt |
| EOY | $10,411,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,590,896 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,801 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $80,000 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,109 | CurrentTaxYearAmt |
| Total | $518,393 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,729,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,932,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,616,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,597,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,140,787 | CurrentTaxYearAmt |
| Total | $78,016,892 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,753,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,993,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,761,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,764,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,261,896 | CurrentTaxYearAmt |
| Total | $78,535,285 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $78,535,285 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,917 | CurrentTaxYearAmt |
| Total | $748,768 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $68,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,355 | CurrentTaxYearAmt |
| Total | $159,890 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,272 | CurrentTaxYearAmt |
| Total | $908,658 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,917 | CurrentTaxYearMinus2YearsAmt |
| Total | $444,604 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,135,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,348,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,031,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,931,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,442,168 | CurrentTaxYearAmt |
| Total | $79,888,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98130 | PublicSupportPY509Pct |
| Investment Income CY | 0.01140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01110 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME 2013 AMOUNT: $167,195 2014 AMOUNT: $140,492 2015 AMOUNT: $136,917 2016 AMOUNT: $0 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,746,306 | BeginningYearBalanceAmt |
| Contributions | $13,779 | ContributionsAmt |
| Investment Earnings Or Losses | $94,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $69,695 | OtherExpendituresAmt |
| End Year Balance | $1,784,406 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,627,511 | BeginningYearBalanceAmt |
| Contributions | $2,150 | ContributionsAmt |
| Investment Earnings Or Losses | $190,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,284 | OtherExpendituresAmt |
| End Year Balance | $1,746,306 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,775,073 | BeginningYearBalanceAmt |
| Contributions | $6,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,853 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $114,709 | OtherExpendituresAmt |
| End Year Balance | $1,627,511 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,446 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,719 | OtherExpendituresAmt |
| End Year Balance | $1,775,073 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,806 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $290,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,249 | OtherExpendituresAmt |
| End Year Balance | $1,771,446 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.60900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,786,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $557,744 | DepreciationAmt |
| Book Value | $2,228,424 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,824 | DepreciationAmt |
| Book Value | $41,572 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,823,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,815,810 | DepreciationAmt |
| Book Value | $1,007,352 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,277,348 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $361,664 |
| DUE TO CHAPTERS | $64,546 |
| LEASE LIABILITY | $802,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,228,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,127,306 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$66,801 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $80,000 | OtherRevenueAmt |
| Revenue Not Reported | $13,199 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,114,107 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,441 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,441 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,144,548 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,523,211 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,523,211 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,441 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,441 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,553,652 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS OR AWARDS RELATED TO MARKETING PROFESSIONALS. |
| PART X, LINE 2: | THE ASSOCIATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON OFFICE LEASE 80,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICE | EVENT - SUPPORTING PLANNING FOR EVENT | $86,518 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | $2,200 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS | $1,000 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS | $452 |
| 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 | $90,170 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $90,170 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | ASSISTANCE WITH COSTS OF CONFERENCE | PurposeOfGrantTxt |
| Cash Grant | $86,518 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | 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 I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES HAVE TO SIGN A STATEMENT ACKNOWLEDGING THE GRANT PURPOSE BEFORE RECEIVING THE FUNDS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | ||||||||
| 420 PACCAR HALL BOX 353226 | SEATTLE | WA | 98195 | 916001537 | 501(C)(3) | $7,300 | FMV | ANSWERS IN ACTION GRANT |
| UNIVERSITY OF DENVER | ||||||||
| 2191 S UNIVERSITY BLVD SUITE 665 | DENVER | CO | 80208 | 840404231 | 501(C)(3) | $7,000 | FMV | ANSWERS IN ACTION GRANT |
| UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||||
| 601 S MORGAN ST | CHICAGO | IL | 60604 | 376000511 | 501(C)(3) | $7,000 | FMV | ANSWERS IN ACTION GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| ACADEMIC AWARDS | 45 | $19,900 | FMV |
| VALUING DIVERSITY GRANTS | 6 | $10,000 | FMV |
| CHINGOS GRANT | 53 | $3,445 | FMV |
| WQS GRANT | 1 | $3,358 | FMV |
| HOWARD GRANTS | 2 | $1,706 | FMV |
| ERIN ANDERSON GRANT | 1 | $1,216 | FMV |
| CAVUSGIL GRANT | 2 | $1,151 | FMV |
| SHETH/JM GRANTS | 2 | $904 | FMV |
| GREEN AWARD | 1 | $564 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES HAVE TO SIGN A STATEMENT ACKNOWLEDGING THE GRANT PURPOSE BEFORE RECEIVING THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUSSELL B KLEIN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $446,469 | $0 | $0 | $0 | $13,360 | $0 | $23,357 | $0 | $11,229 | $0 | $494,415 | $0 | $0 | $0 |
| JENNIFER SEVERNS | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $205,434 | $0 | $1,000 | $0 | $152 | $0 | $0 | $0 | $2,077 | $0 | $208,663 | $0 | $0 | $0 |
| JEREMY VAN EK | ||||||||||||||
| CHIEF OPERATING OFFICER | $237,100 | $0 | $1,000 | $0 | $152 | $0 | $0 | $0 | $14,461 | $0 | $252,713 | $0 | $0 | $0 |
| BARBARA GROBICKI | ||||||||||||||
| CHIEF ALLIANCE OFFICER | $174,024 | $0 | $1,000 | $0 | $562 | $0 | $3,518 | $0 | $5,610 | $0 | $184,714 | $0 | $0 | $0 |
| ANDREW FRIEDMAN | ||||||||||||||
| CHIEF CONTENT OFFICER | $202,510 | $0 | $1,000 | $0 | $1,608 | $0 | $5,120 | $0 | $9,831 | $0 | $220,069 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL WAS PROVIDED TO CEO, RUSSEL B. KLEIN, AND NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 5 | A PORTION OF THE EXECUTIVE TEAM'S ANNUAL BONUSES ARE CONTINGENT UPON THE ORGANIZATION'S REVENUE AND EARNINGS PERFORMANCE. |
| PART I, LINE 6 | A PORTION OF THE EXECUTIVE TEAM'S ANNUAL BONUSES ARE CONTINGENT UPON THE ORGANIZATION'S REVENUE AND EARNINGS PERFORMANCE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| ROBERT MALCOLM | |||||||
| CHAIRPERSON - PAST | OPERATIONS | Yes (X) | $250,000 | $256,563 | 0 | Yes (1) | Yes (1) |
| ROBERT MALCOLM | |||||||
| CHAIRPERSON - PAST | OPERATIONS | Yes (X) | $250,000 | $257,292 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $513,855 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. MEMBERSHIP SHALL BE DIVIDED INTO VOTING AND NON-VOTING CATEGORIES- VOTING MEMBERS: - PROFESSIONAL. AVAILABLE TO ALL INDIVIDUALS IN THE FIELD OF MARKETING. - YOUNG PROFESSIONAL. AVAILABLE FOR 3 YEARS IMMEDIATELY FOLLOWING COMPLETION OF UNDERGRADUATE DEGREE. - DOCTORAL. FOR INDIVIDUALS CURRENTLY ENROLLED IN A DOCTORAL PROGRAM LIMITED TO 5 YEARS. NON-VOTING MEMBERS; - COLLEGIATE. FOR UNDERGRADUATE STUDENTS NOT CURRENTLY IN A FULL-TIME PROFESSIONAL POSITION. LIMITED TO 5 YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING MEMBERS' RIGHT TO VOTE IS SPECIFICALLY LIMITED TO ELECTIONS OF OFFICERS AND DIRECTORS, AND NO OTHER MATTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE IRS FORM 990 WAS SHOWN TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. IN ADDITION, THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO SUBMISSION WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AMA HAS EACH BOARD MEMBER AND KEY EMPLOYEE SIGN A CONFLICT OF INTEREST STATEMENT TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. THE COO MONITORS THE CONFLICT OF INTEREST POLICY. IF THERE IS A CONFLICT, THE PERSON IS ASKED TO RECUSE THEMSELVES FROM ANY DECISION THAT MIGHT PRESENT A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE COMPENSATION IS DETERMINED BY SUBMITTING COMPENSATION STUDY DOCUMENTS (FROM PRM, AMERICAN RESEARCH COMPANY, AND ASSOCIATION FORUM) TO THE COMPENSATION COMMITTEE WHICH IS THE OFFICE OF THE CHAIRMAN OF THE BOARD. AFTER CONDUCTING THE CEO'S PERFORMANCE APPRAISAL FOR THE YEAR, THE OFFICE OF THE CHAIRMAN OF THE BOARD DETERMINES THE PERCENTAGE INCREASE, IF ANY, AND FORWARDS THE INFORMATION TO THE AMA'S COO. THE BOARD APPROVES THE COMPENSATION AS A PART OF THE BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AMA MAKES A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN THE IRC SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | GAIN ON OFFICE LEASE 80,000. |
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