2018-05-11T09:38:08-05:00 2017-06-30 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2016-07-01 066011774 The Enrollment Management Association ENRO 6096834440 862 Route 518 Skillman NJ 08558 Robert Adleman cfo 6096834440 2018-05-10 1 Julius C Green CPA P00350393 2159720701 X 2016 2022-09-23 18:48:47Z Heather Hoerle 862 Route 518 Skillman NJ 08558 22405405 0 X www.enrollment.org X 1966 NY TESTING AND ADMISSION SERVICES 23 23 48 23 0 0 0 0 15361039 16177833 -48852 400509 17000 12149 15329187 16590491 0 50000 0 0 5423757 6116670 0 0 0 9098483 9958198 14522240 16124868 806947 465623 23311992 25819953 1562664 2852919 21749328 22967034 X THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. (EMA) PROVIDES UNPARALLELED LEADERSHIP AND SERVICE IN MEETING THE ADMISSION ASSESSMENT AND ENROLLMENT NEEDS OF SCHOOLS, STUDENTS, AND FAMILIES. EMA FULFILLS ITS MISSION BY ALLOCATING RESOURCES TO SERVICES WHICH SUSTAIN AND SUPPORT THESE STAKEHOLDER GROUPS. FOR SCHOOLS, EMA PROVIDES HIGH QUALITY ADMISSION AND ASSESSMENT TOOLS AND RESOURCES, PROFESSIONAL TRAINING, INFORMATION AND RESEARCH, AND COLLEGIAL SUPPORT TO MEMBER SCHOOLS - REGIONALLY, NATIONALLY, AND INTERNATIONALLY. FOR STUDENTS AND THEIR FAMILIES, EMA OFFERS EFFECTIVE TEST PREPARATION, GUIDANCE, AND TESTING AND APPLICATION RESOURCES TO SUPPORT THE INDEPENDENT PRIVATE SCHOOL ADMISSION PROCESS AND HELP STUDENTS MAKE THE BEST MATCH POSSIBLE. 0 0 10356722 14605730 Testing activities: THE DIVERSE NATURE OF THE ACADEMIC PROGRAMS AND STANDARDS THAT EXIST WITHIN SCHOOL PROGRAMS LIMITS THE OPPORTUNITIES TO COMPARE BASIC ACADEMIC ABILITY OF APPLICANTS TO OTHER SCHOOLS OR PROGRAMS. THE SSAT IS INTENDED TO PROVIDE A COMMON MEASURE FOR EVALUATING THE ABILITIES OFSTUDENTS SEEKING ADMISSION TO PRIVATE SCHOOLS, FROM WHATEVER BACKGROUND OR EXPERIENCE, AND TO ASSESS THE POSSIBLE SUCCESS OF THESE STUDENTS. DESIGNED TO INCREASE STUDENT DIVERSITY IN PRIVATE AND INDEPENDENT SCHOOLS, THE SSAT FEE WAIVER PROGRAM PROVIDES FREE TESTS EACH YEAR TOTHOUSANDS OF STUDENTS WHOM OUR MEMBER SCHOOLS DETERMINE TO BE ELIGIBLE.THE AMOUNT OF THE WAIVERS WERE $938,900 AND $876,570 FOR FISCAL YEARS ENDED 2017 AND 2016, RESPECTIVELY. A COMPREHENSIVE STUDENT WEB SITE ENSURES THAT STUDENTS AND FAMILIES CAN ACCESS INFORMATION ON ALL ASPECTS OF THE SSAT, INCLUDING TEST PREPARATION, TEST STRUCTURE AND COMPOSITION, SCORE INTERPRETATION, AND ONLINE TEST REGISTRATION. SCHOOLS ARE PROVIDED WITH THE INFORMATION AND TRAINING THEY NEED TO PROPERLY ADMINISTER THE SSAT AND TO ASSESS STUDENT SCORES. THE MISSION SKILLS ASSESSMENT (MSA) WAS DESIGNED TO MEASURE THE EFFICACY OF INDIVIDUAL SCHOOL PEDAGOGY SURROUNDING CHARACTER DEVELOPMENT AND THE FULFILLMENT OF SCHOOL MISSIONS DEVOTED TO THE NURTURING OF PARTICULAR CHARACTER TRAITS. 1420023 50000 801234 SERVICE TO MEMBERS: EMA PROVIDES AN IMPRESSIVE ARRAY OF PROFESSIONAL ADMISSION AND ASSESSMENT RESOURCES TO SCHOOLS. BLOGS, WEBINARS, PRINT MAGAZINES/SPECIAL REPORTS, AND A LIBRARY OF PROFESSIONAL RESOURCES KEEP MEMBERS CURRENT ON THE WIDE BREADTH OF EMA SERVICES AS WELL AS INDUSTRY NEWS, TRENDS, AND PRACTICES. EMA HELPS SCHOOLS FILL LATE OPENINGS BY FACILITATING A REFERRAL NETWORK AMONG INDEPENDENT DAY AND BOARDING SCHOOLS WITH ADMISSION OPENINGS. THE STANDARD APPLICATION ONLINE IS ACCEPTED BY HUNDREDS OF MEMBER SCHOOLS AND HELPS CONNECT SCHOOLS WITH POTENTIAL APPLICANTS. 1051124 772731 Annual conference: THE EMA ANNUAL CONFERENCE DRAWS OVER 800 ADMISSION PROFESSIONALS EACH YEAR. THE ANNUAL CONFERENCE IS FOCUSED EXCLUSIVELY ON THE INFORMATION AND RESOURCE NEEDS OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS. THE ADMISSION TRAINING INSTITUTE, A TWO-DAY PROGRAM DELIVERED IN ADVANCE OF THE ANNUAL MEETING, PROVIDES ESSENTIAL TRAINING EACH YEAR TO APPROXIMATELY 100 PEOPLE NEW TO THE PROFESSION. 12827869 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 525 0 1 48 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X robert Adleman CFO 6096834440 862 Route 518 Skillman NJ 08558 Kevin Plummer Chairman 2.00 0.00 X X 0 0 0 Marcia Prewitt Spiller Vice Chair 2.00 0.00 X X 0 0 0 Rhonda Auguste Secretary 2.00 0.00 X X 0 0 0 Dallas Joseph Treasurer 2.00 0.00 X X 0 0 0 Dan Babior trustee 2.00 0.00 X 0 0 0 Christine Baker trustee 2.00 0.00 X 0 0 0 Laurel Baker Tew trustee 2.00 0.00 X 0 0 5000 Mark Brooks trustee 2.00 0.00 X 0 0 0 Suzanne Walker Buck trustee 2.00 0.00 X 0 0 0 Linda Cook trustee 2.00 0.00 X 1760 0 0 Jon Deveaux trustee 2.00 0.00 X 0 0 0 Tim Fish trustee 2.00 0.00 X 0 0 0 Michael Gary trustee 2.00 0.00 X 0 0 0 Claire Pasternack Goldsmith trustee 2.00 0.00 X 0 0 0 Kathy Hanson trustee 2.00 0.00 X 0 0 0 Nicholas Kent trustee 2.00 0.00 X 0 0 0 John Kerney trustee 2.00 0.00 X 0 0 0 Booth Kyle trustee 2.00 0.00 X 0 0 0 Mark Mitchell trustee 2.00 0.00 X 0 0 0 Fran Ryan trustee 2.00 0.00 X 0 0 0 Amy Sayfie Zichella trustee 2.00 0.00 X 0 0 0 Rachel Skiffer trustee 2.00 0.00 X 0 0 0 Whitney Soule trustee 2.00 0.00 X 0 0 0 Heather Hoerle Executive Director & CEO 40.00 0.00 X 379855 0 72084 Robert Adleman Chief Financial Officer 40.00 0.00 X 208705 0 45675 Nicole Suozzi Chief Member Relations Officer 40.00 0.00 X 165355 0 34245 Jinghua Liu Chief Testing and Research Officer 40.00 0.00 X 186472 0 44966 Pedro Martello Chief Technology and Product Officer 40.00 0.00 X 232002 0 29976 Marsha Style Appiah Senior Director of Human Resources 40.00 0.00 X 141757 0 35344 Jasmeet Sangari Principal Software Architect 40.00 0.00 X 143774 0 9216 1459680 0 276506 17 0 1 0 Educational Testing Service PO Box 371986 Pittsburgh PA 15251 Test Development Services 860228 Robert Half Technology 12400 Collections Center Drive Chicago IL 60693 Staffing Services 610095 Cloud for Good PO Box 1844 Dept C-31 Memphis TN 28101 Technology Consultant 249552 Ameson Education & Culture Exchange Fdtn Ste 500 Ronald Reagan Bldg 1300 P Washington DC 20004 Testing Admin Services 244944 Optimus Consulting Group PO Box 1161 Apline NJ 07620 Technology Consultant 227240 11 Candidates Test Fees 611710 13852232 13852232 Annual Meeting 611710 802431 802431 Publications 611710 723798 723798 Membership Dues & Assessments 611710 636982 636982 Admission Search Initiatives 611710 152990 152990 9400 9400 16177833 301647 301647 5913776 5686287 128627 227489 -128627 98862 98862 PERIODICAL REVENUE 900099 9300 9300 Career Center 900099 2849 2849 12149 16590491 16177833 0 412658 35000 35000 15000 15000 703035 530791 172244 4138996 3124944 1014052 428644 323626 105018 508818 384157 124661 337177 254569 82608 81921 40760 41161 73858 73858 71963 71963 1559268 1318751 240517 357201 269686 87515 752066 442695 309371 72633 72633 948087 715806 232281 469982 469982 1142356 862479 279877 74051 74051 Postage and PRINTING 1439589 1439589 TEST SUPERVISOR HONORAR 1153104 1153104 SERVICE CHARGES 546466 511251 35215 INTERNATIONAL SERVICES 408198 408198 807455 527481 279974 16124868 12827869 3296999 0 3359013 2059460 2546226 3038671 80605 14923 192004 364770 11180927 3366983 5745415 7813944 10888729 12099613 500000 428572 23311992 25819953 983658 1749348 579006 1103571 1562664 2852919 X 21749328 22967034 21749328 22967034 23311992 25819953 465623 752083 0 X 0 1 X 1 0 X 11836992 13508685 14485482 15361039 16177633 71369831 11836992 13508685 14485482 15361039 16177633 71369831 0 0 0 71369831 200496 203748 255036 261786 301647 1222713 200496 203748 255036 261786 301647 1222713 781830 27720 205067 17000 12149 1043766 12819318 13740153 14945585 15639825 16491429 73636310 0.96920 0.96920 0.01660 0.01570 X Schedule A, Part III, Line 12, Explanation of Other Income: other income - 2013 Amount: $ 220. 2014 Amount: $ 417. 2015 Amount: $ 415. Brightstar Settlement - 2014 Amount: $ 200,000. PERIODICAL REVENUE - 2014 Amount: $ 4,650. 2015 Amount: $ 16,585. 2016 Amount: $ 9,300. rebates - 2013 Amount: $ 25,000. legal settlements - 2012 Amount: $ 781,830. insurance reimbursements - 2013 Amount: $ 2,500. Career center - 2016 Amount: $ 2,849. 339760 339760 2781117 1089044 1692073 416935 353338 63597 7643115 1924601 5718514 7813944 X 17471201 752083 128627 880710 16590491 0 16590491 16253495 128627 128627 16124868 0 16124868 Part X, Line 2: The Organization accounts for uncertainty in income taxes recognized in the financial statements using a recognition threshold of more likely than not as to whether the uncertainty will be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined there were no tax uncertainties that met the recognition threshold at June 30, 2017 and 2016. Part XI, Line 2d - Other Adjustments: RECLASS LOSS ON SALE OF PROPERTY & EQUIPMENT 128,627. Part XII, Line 2d - Other Adjustments: RECLASS LOSS ON SALE OF PROPERTY & EQUIPMENT 128,627. 1 EAST ASIA AND THE PACIFIC 0 67 program services - test administration ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 406311 North America 0 178 program service-administrator training ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS, EDUCATING SCHOOL ADMINISTRATORS ON PRODUCTS AND SERVICES. 281568 CENTRAL AMERICAN AND THE CARIBBEAN 0 20 program services - test administration ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 12003 EUROPE 0 59 PROGRAM SERVICES - TEST ADMINISTRATION/COMPUTER CODING ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 234709 MIDDLE EAST AND NORTH AFRICA 0 12 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 10209 RUSSIA AND NEIGHBORING STATES 0 14 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 3184 SOUTH AMERICA 0 12 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 3882 SOUTH ASIA 0 6 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 3656 SUB-SAHARAN AFRICA 0 11 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 7691 0 368 0 11 0 379 955522 7691 963213 Certificate Program Scholarship North America 2 10000 EMA pays the University of Southern California directly for the agreed upon Certificate Program Scholarship East Asia and the Pacific 1 5000 EMA pays the University of Southern California directly for the agreed upon 0 0 0 0 0 1 Part I, Line 2: EMA pays the University of Southern California directly for the agreed upon tuition cost on behalf of the scholarship recipients. 1 Certificate Program Scholarship 7 35000 Part I, Line 2: EMA pays the University of Southern California directly for the agreed upon tuition cost on behalf of the scholarship recipients. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 Heather Hoerle Executive Director & CEO 379855 0 0 0 0 0 51800 0 20284 0 451939 0 0 0 Robert Adleman Chief Financial Officer 208705 0 0 0 0 0 25831 0 19844 0 254380 0 0 0 Nicole Suozzi Chief Member Relations Officer 165355 0 0 0 0 0 21865 0 12380 0 199600 0 0 0 Jinghua Liu Chief Testing and Research Officer 186472 0 0 0 0 0 24996 0 19970 0 231438 0 0 0 Pedro Martello Chief Technology and Product Officer 232002 0 0 0 0 0 27424 0 2552 0 261978 0 0 0 Marsha Style Appiah Senior Director of Human Resources 141757 0 0 0 0 0 20419 0 14925 0 177101 0 0 0 Jasmeet Sangari Principal Software Architect 143774 0 0 0 0 0 0 0 9216 0 152990 0 0 0 Part I, Line 1a Heather Hoerle received a health club benefit and a tax gross up payment on a tuition reimbursement. These benefits were included in her taxable compensation. Part I, Line 4b EMA entered into a nonqualified deferred compensation arrangement with Heather Hoerle effective May 15, 2015 which provides for certain amounts to be set aside for her each year. In accordance with the rules under Internal Revenue Code Sections 457(f) and 409A, the amounts are not included in Ms. Hoerle's compensation until they are no longer subject to a substantial risk of forfeiture. Form 990, Part VI, Section A, line 1 The executive committee is made up of officers and standing committee chairs. All members of the executive committee are members of the governing body. Between meetings of the board of trustees, the executive committee has all authority of the trustees except that it may not take action inconsistent with a prior act of the board of trustees, fill vacancies in the board of trustees, fix compensation of any trustee, alter bylaws, amend or repeal any resolution of the trustees, remove or appoint the executive director/CEO of the corporation, or take any action which has been specifically reversed by the board of trustees as a whole. Form 990, Part VI, Section B, line 11b The 990 was sent to the entire EMA Board of trustees for review prior to filing. Form 990, Part VI, Section B, line 12c trustees are required to complete a conflict of interest document annually and to submit it to the corporate secretary for review. If a conflict exists with a trustee, the trustee is asked to remove himself or herself from discussion and recuse himself or herself from the vote on such matters. If a conflict with an employee was present, the executive director/CEO and, if need be, the trustee would work to correct the conflict. No conflicts existed for the fiscal year being filed. Form 990, Part VI, Section B, line 15 A third party compensation consultant IS hired PERIODICALLY by the trustees to analyze the Executive Director/CEO's salary and benefit package. The executive committee was responsible for reviewing the consultant's report and setting compensation strategy such that the Executive Director/CEO is paid no more than fair market value compensation. Similarly, the executive director/CEO is responsible for ensuring that other officers and key employees are paid no more than fair market value compensation, and also uses data from a third party compensation consultant. All compensation documentation is retained by the organization. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE available for public inspection UPON REQUEST.