2018-08-14T12:12:51-05:00 2017-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2017-01-01 390912502 AMERICAN SOCIETY FOR QUALITY AMER 4142728575 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 WILLIAM TROY CEO 4142728575 2018-08-14 1 TROY E MARINE CPA P00187863 4147775500 2018-08-14 2017 2022-09-23 18:48:47Z WILLIAM J TROY 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 50249360 0 X WWW.ASQ.ORG X 1946 WI TO INCREASE THE USE AND IMPACT OF QUALITY IN RESPONSE TO THE DIVERSE NEEDS OF THE WORLD. 20 20 193 3100 708883 0 263819 269236 40046950 37979830 1364949 607471 1835969 2055643 43511687 40912180 30000 15000 0 0 15698663 13936685 0 0 0 30159048 27961893 45887711 41913578 -2376024 -1001398 53688319 51947509 29706202 26847187 23982117 25100322 TO INCREASE THE USE AND IMPACT OF QUALITY IN RESPONSE TO THE DIVERSE NEEDS OF THE WORLD. 0 0 26635482 15000 39096334 ASQ IS A NOT-FOR-PROFIT PROFESSIONAL SOCIETY FORMED TO SUPPORT INDIVIDUALS AND ORGANIZATIONS IN THEIR PURSUIT OF QUALITY PRACTICES AND PERFORMANCE EXCELLENCE BY PROVIDING THOUGHT LEADERSHIP, TRAINING, AND KNOWLEDGE RESOURCES. ACTIVITIES INCLUDE DEVELOPING QUALITY TOOLS, TRAINING AND TECHNICAL CERTIFICATION; PUBLICATIONS; AND, CONFERENCES AND FORUMS FOR QUALITY PRACTITIONERS. 26635482 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 337 0 1 193 1 1 1 1 CH CA MX IN 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 WI NY X WILLIAM J TROY 4147658789 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 WILLIAM TROY CHIEF EXECUTIVE OFFICER 40.00 X X 341890 0 32136 PATRICIA LA LONDE PAST CHAIR 1.00 X 5200 0 0 ERIC HAYLER CHAIR 1.00 X X 0 0 0 FRANCISCO LOPEZ TREASURER 1.00 X X 0 0 0 ELMER CORBIN CHAIR-ELECT 1.00 X 0 0 0 JENNY SCHAEFER BOARD ADMINISTRATOR 1.00 X 0 0 0 DONALD BRECKEN DIRECTOR 1.00 X 0 0 0 JOANN STERNKE DIRECTOR 1.00 X 0 0 0 JIM CREIMAN DIRECTOR 1.00 X 0 0 0 MARK MOYER DIRECTOR 1.00 X 0 0 0 HEATHER CRAWFORD DIRECTOR 1.00 X 0 0 0 DAVID LEVY DIRECTOR 1.00 X 0 0 0 SYLVESTER NEWTON JR DIRECTOR 1.00 X 0 0 0 SUNIL THAWANI DIRECTOR 1.00 X 0 0 0 AUSTIN LIN DIRECTOR 1.00 X 0 0 0 DANIELLA PICCIOTTI DIRECTOR 1.00 X 0 0 0 ALLEN WONG DIRECTOR 1.00 X 0 0 0 HA DAO DIRECTOR 1.00 X 0 0 0 LUIS MORALES DIRECTOR 1.00 X 235 0 0 RAUL MOLTENI DIRECTOR 1.00 X 0 0 0 JOHN VANDENBEMDEN DIRECTOR 1.00 X 4800 0 0 BARRIE SIMPSON DIRECTOR 1.00 X 0 0 0 LINDSEY LINDER CHIEF HUMAN RESOURCES OFFICER 40.00 X 150679 0 13746 BRIAN SAVOIE CHIEF FINANCIAL OFFICER 40.00 X 155002 0 13954 KALLEEN BRUCH EXECUTIVE DIRECTOR STRATETGY AND OPERATIONAL EXCELLENCE 40.00 X 152311 0 24960 RICHARD PALMERSHEIM CHIEF STRATEGY OFFICER 40.00 X 179793 0 11263 SHONTRA POWELL CHIEF OPERATING OFFICER THRU 4/30/17 40.00 X 207035 0 5237 LYNELLE KORTE EXECUTIVE DIRECTOR ORGANIZATIONAL SOLUTIONS 40.00 X 156882 0 12643 JAMES TEMPLIN EXECUTIVE DIRECTOR INDIVIDUAL MEMBERSHIP SOLUTIONS 40.00 X 163702 0 5133 CATHERINE JORDAN GENERAL COUNSEL 40.00 X 68396 0 486 CRAIG WALKER DIRECTOR, INFORMATION TECHNOLOGY 40.00 X 119115 0 874 MICHAEL BRYNES DIRECTOR, PRODUCTS 40.00 X 139887 0 12203 ROBERT WATTERS DIRECTOR, PRODUCTS 40.00 X 131351 0 14400 DAVID PIONTEK DIRECTOR OF COMMUNICATIONS AND CREATIVE SERVICES 40.00 X 132471 0 9220 ZHONGCHENG WEI IT ARCHITECT 40.00 X 106346 0 9356 BRIAN LEHOUILIER EXECUTIVE DIRECTOR COMMUNITIES, THROUGH 12/31/16 0.00 X 99467 0 295 2314562 0 165906 12 1 1 0 MORESTEAMCOM LLC 9976 BREWSTER LANE POWELL OH 43065 INSTRUCTOR FEES 686725 DEKRA AQS SOLUTIONS INC 2167 NORTHDALE BOULEVARD MINNEAPOLIS MN 55433 INSTRUCTOR FEES 585954 QUALITY WBT CENTER FOR EDUCATION 14 BALD EAGLE ROAD LAKE WYLIE SC 29710 INSTRUCTOR FEES 403239 NEW EDGE INC 1350 SPAULDING AVE RICHLAND WA 99352 CONSULTING 254942 NAYLOR LLC PO BOX 677251 DALLAS TX 75267 ADVERTISING 241104 24 269236 269236 TRAINING 611600 12315732 12315732 MEMBERSHIP DUES 900099 11225623 11225623 CERTIFICATION 900099 6084326 6084326 CONFERENCES 900099 4344497 4344497 ROYALTIES AND LICENSING 900099 2073212 2073212 1936440 1227557 708883 37979830 316281 316281 230256 0 230256 230256 230256 7865755 7574565 291190 291190 291190 3588002 1762615 1825387 1825387 40912180 39096334 708883 837727 7500 7500 7500 7500 2796418 2796418 8494956 6716789 1778167 1854511 1202421 652090 790800 790800 111297 17015 94282 125107 125107 4354521 2310975 2043546 2273852 700931 1572921 2035914 1590871 445043 3488187 3304990 183197 275290 275290 1260556 117065 1143491 CONTRACT & PROFESSIONAL 9196197 6230613 2965584 PARTNER PAYMENTS 3025759 2841242 184517 OTHER 877155 660157 216998 PERSONNEL 776640 773708 2932 161418 153705 7713 41913578 26635482 15278096 0 8274549 7494824 1026314 893855 3299359 2618660 478297 122790 536814 447490 3742 0 33836739 18955659 15114096 14881080 22015266 22305122 2939882 3183688 53688319 51947509 7925398 5456748 8463286 8498503 13175506 12887000 142012 4936 29706202 26847187 X 23982117 25100322 23982117 25100322 53688319 51947509 -1001398 2119603 0 X X 0 1 X 1 0 X 137125 196645 266745 263819 269236 1133570 39035173 40635672 42123193 43126807 39839610 204760455 39172298 40832317 42389938 43390626 40108846 205894025 0 0 0 205894025 1347777 713727 1496966 897393 546537 5002400 1347777 713727 1496966 897393 546537 5002400 273434 197874 1019339 1490647 40520075 41546044 44160338 44485893 41674722 212387072 0.96940 0.97240 0.02360 0.02540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15804788 6469806 9334982 16038279 11341239 4697040 1993672 1144614 849058 14881080 OTHER NONCURRENT ASSETS 227341 OTHER CURRENT ASSETS 873493 ANAB (50 PERCENT INVESTMENT) 2055589 TECHNOMETRICS (40 PERCENT INVESTMENT) 27265 3183688 DUE TO AFFILIATES 4936 4936 X PART X, LINE 2: THE SOCIETY HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. ASQ CHINA, LLC, ASQ MEXICO, LLC, AND ASQ INDIA WERE FORMED AS SINGLE MEMBER LIMITED LIABILITY COMPANIES ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. AS SUCH, THEIR OPERATIONS ARE INCLUDED IN THE FEDERAL AND STATE TAX RETURNS OF ITS PARENT, THE SOCIETY. KUALITE WAS INCORPORATED IN CHINA AS A FOR-PROFIT ENTERPRISE AND IS SUBJECT TO THE TAX LAWS OF THE PEOPLE'S REPUBLIC OF CHINA. DURING THE YEARS ENDING DECEMBER 31, 2017 AND 2016, KUALITE PAID INCOME TAX OF APPROXIMATELY $60,000 AND $48,000, RESPECTIVELY. EXEMPLAR GLOBAL HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. ASQ ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASQ DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2017 AND 2016. EAST ASIA AND THE PACIFIC 1 7 PROGRAM SERVICES QUALITY CONTROL 1034469 NORTH AMERICA 1 5 PROGRAM SERVICES QUALITY CONTROL 699269 SOUTH ASIA 0 7 PROGRAM SERVICES QUALITY CONTROL 729110 SOUTH AMERICA 1 0 PROGRAM SERVICES QUALITY CONTROL 3 19 0 0 3 19 2462848 0 2462848 0 0 1 0 0 0 1 PENN STATE UNIVERSITY 103 SHIELDS BUILDING UNIVERSITY PARK PA 16802 246000376 501(C)(3) 7500 SCHOLARSHIP 1 0 SCHOLARSHIPS 1 7500 PART I, LINE 2: GRANTS AND ASSISTANCE ARE GIVEN TO 501C3 ORGANIZATIONS FOR GENERAL STUDENT SCHOLARSHIP PURPOSES. X X X X 1 0 0 0 0 0 0 0 0 WILLIAM TROY CHIEF EXECUTIVE OFFICER 341890 0 0 0 0 0 21600 0 10536 0 374026 0 0 0 LINDSEY LINDER CHIEF HUMAN RESOURCES OFFICER 150679 0 0 0 0 0 12434 0 1312 0 164425 0 0 0 BRIAN SAVOIE CHIEF FINANCIAL OFFICER 155002 0 0 0 0 0 9262 0 4692 0 168956 0 0 0 KALLEEN BRUCH EXECUTIVE DIRECTOR STRATETGY AND OPERATIONAL EXCELLENCE 152192 0 0 0 119 0 10745 0 14215 0 177271 0 0 0 RICHARD PALMERSHEIM CHIEF STRATEGY OFFICER 154793 0 25000 0 0 0 7637 0 3626 0 191056 0 0 0 SHONTRA POWELL CHIEF OPERATING OFFICER THRU 4/30/17 71885 0 0 0 135150 0 3703 0 1534 0 212272 0 0 0 LYNELLE KORTE EXECUTIVE DIRECTOR ORGANIZATIONAL SOLUTIONS 152173 0 4635 0 74 0 7981 0 4662 0 169525 0 0 0 JAMES TEMPLIN EXECUTIVE DIRECTOR INDIVIDUAL MEMBERSHIP SOLUTIONS 163702 0 0 0 0 0 2769 0 2364 0 168835 0 0 0 MICHAEL BRYNES DIRECTOR, PRODUCTS 139887 0 0 0 0 0 11295 0 908 0 152090 0 0 0 BRIAN LEHOUILIER EXECUTIVE DIRECTOR COMMUNITIES, THROUGH 12/31/16 3684 0 0 0 95783 0 295 0 0 0 99762 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2017: BRIAN LEHOUILLIER - $95,783.09 SHONTRA POWELL - $135,136.00 FORM 990, PART VI, SECTION A, LINE 4 THE NOVEMBER BYLAW EDIT RESCINDED ONE LINE OF THE INDIVIDUAL MEMBERSHIP ARTICLE THAT APPLIED TO THE CREATION OF MEMBER UNITS. THIS LINE WAS "BOARD MODIFIABLE" (NOT REQUIRING A MEMBERSHIP VOTE) AND PERTAINED TO THE MEMBER UNIT CREATION PROCESS, WHICH NOW WILL BE OUTLINED IN NEW POLICIES AS PART OF MEMBER UNIT TRANSFORMATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SOCIETY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS THAT MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO CERTAIN SECTIONS OF THE BYLAWS AND ELECTION TO THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY VOTING MEMBERS. THE BOARD IS ALSO RESPONSIBLE FOR APPROVAL OF THE BUSINESS PLAN AND BUDGET AND OTHER ITEMS AS SPECIFIED IN THE SOCIETY'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CONTROLLER, CFO, AND CEO, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A DECLARATION ON A YEARLY BASIS. ITEMS ARE SUMMARIZED AND PROVIDED TO LEGAL COUNSEL FOR REVIEW TO ENSURE THERE ARE NO DECLARATIONS OF CONFLICT THAT REQUIRE ADDITIONAL MANAGEMENT. THIS REPORT IS THEN PRESENTED TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 ASQ HAS A STAFF COMPENSATION AND BENEFIT COMMITTEE (SCBC) THAT MONITORS THE ASQ PAY AND BENEFIT COMPENSATION PROGRAMS FOR COMPETITIVENESS IN ACCORDANCE WITH ADOPTED PHILOSOPHIES AND MARKETPLACE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 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