2025-11-14T10:19:36-06:00 2024-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-01-01 390852310 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT AMER 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT/CEO 7036838100 2025-11-13 1 0 JULIA FLANNERY P00928918 3012963600 2025-11-13 2024 2025-03-06 01:10:19Z ASSOCIATION FOR TALENT DEVELOPMENT ANTHONY BINGHAM 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 53624721 0 X WWW.TD.ORG X 1957 WI TO PROVIDE MEMBERSHIP BENEFITS, CONTENT AND RESOURCES TO TALENT DEVELOPMENT PROFESSIONALS. 7 7 187 100 1282218 84523 9743152 10214349 39466702 40629022 1287166 1669648 981171 1109570 51478191 53622589 0 0 0 0 24139695 25383753 0 0 0 27502595 28841742 51642290 54225495 -164099 -602906 68286610 70808486 26111264 27906108 42175346 42902378 X EMPOWER PROFESSIONALS TO DEVELOP TALENT IN THE WORKPLACE. 0 0 11558421 19810342 CONFERENCES & EXPOSITIONS: ATD'S CONFERENCES, EXPOSITIONS, AND SEMINARS PROVIDED THE MOST CURRENT INFORMATION, ALONG WITH COLLABORATIVE ACTIVITIES FOR ATTENDEES FROM AROUND THE WORLD. THE ANNUAL ATD INTERNATIONAL CONFERENCE AND EXPOSITION IS THE PREEMINENT WORLD FORUM FOR PRESENTATION AND DISCUSSION OF NEW ISSUES AND PRACTICES IN LEARNING AND PERFORMANCE. THE ATD TECHKNOWLEDGE CONFERENCE AND EXPOSITION BRINGS TOGETHER THE WORLDS OF TECHNICAL TRAINING AND LEARNING TECHNOLOGIES INTO ONE VENUE. 9815172 17297117 EDUCATIONAL PROGRAMS: THIS DEPARTMENT CONSTRUCTS AND DELIVERS THE EDUCATONAL CONTENT FOR CONFERENCE, SEMINARS, WORKSHOPS, AND IN-COMPANY TRAINING ON ALL ASPECTS OF TRAINING DEVELOPMENT AND PERFORMANCE ISSUES. 8322005 SALES AND MARKETING: PUBLIC AWARENESS TRAINING AND DEVELOPMENT TOUCHES ALL BUSINESS LARGE AND SMALL, PUBLIC AND PRIVATE. THIS DEPARTMENT STRIVES TO FURTHER EXPAND THE AWARENESS OF TRAINING AND ISSUES DEVELOPMENT TO A BROADER MARKET. 5474330 MEMBERSHIP AND CHAPTER MAINTENANCE AND SERVICES: THE MEMBERSHIP DEPARTMENT FOCUSES ON THE RETENTION OF EXISTING MEMBERS AND SERVICES TO CHAPTERS WITH THE USE OF A VARIETY OF VEHICLES THROUGH WHICH KNOWLEDGE OF THE WORKPLACE LEARNING AND PERFORMANCE FIELDS MAY BE DISSEMINATED. 4870661 3315741 PUBLISHING: INSIGHTS INTO BEST PRACTICES, ANALYSIS OF TRENDS, THE LATEST IDEAS IN THE FIELD, PRACTICAL HOW-TO GUIDANCE, AND INFORMATION ON PRODUCTS AND SERVICES ARE FEATURES IN ATD PUBLICATIONS AND BOOKS, THE MONTHLY T+D MAGAZINE, THE ONLINE CTDO MAGAZINE, RESEARCH REPORTS, THE PRACTICAL TD AT WORK SERIES, AND OTHER PUBLICATIONS. 434606 196822 RESEARCH: ATD'S RESEARCH PROJECTS ARE WORKPLACE-BASED AND ARE FOCUSED ON SEVERAL KEY THEMES: THE WAYS IN WHICH INDIVIDUALS AND ORGANIZATION LEARN; THE LINKS BETWEEN WORKPLACE LEARNING AND INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE; THE ORGANIZATIONAL PROGRAMS THAT BEST IMPROVE PERFORMANCE AND ENHANCE WORKPLACE LEARNING; AND THE SYSTEMS DIMENSION OF PERFORMANCE. 71454 CAREER CENTER: PROVIDES GUIDANCE TO PROFESSIONALS LOOKING TO BEGIN OR EXPAND A CAREER IN THE WORKPLACE LEARNING AND PERFORMANCE FIELDS. JOB OPPORTUNITIES MAY BE POSTED HERE WITH THE ON-LINE JOB BANK, AS WELL AS PROFESSIONAL RESUMES. 630141 CI MANAGEMENT FEE 458335 9000 CERTIFICATION PROGRAMS 11309386 4151704 41004984 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 325 0 1 187 1 1 1 1 CH 0 0 0 0 0 0 0 0 1 0 X 7 7 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA VA WI X JESSICA RICHARDS 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 JAMES JIM CAPRARA CHAIR 1.00 0.00 X X 0 0 0 PAUL WALTON TREASURER 1.00 0.00 X X 0 0 0 CHERYL DOGGETT DIRECTOR 1.00 0.00 X 0 0 0 JOHANN LAVILLE DIRECTOR 1.00 0.00 X 0 0 0 JOE GARBUS DIRECTOR 1.00 0.00 X 0 0 0 KRISTINE ELLIS DIRECTOR 1.00 0.00 X 0 0 0 ALISON LANDS DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY BINGHAM PRESIDENT & CEO 39.00 1.00 X 1583534 0 171551 JESSICA RICHARDS ASSOCIATE VICE PRESIDENT OF FINANCE 39.00 1.00 X 279084 0 16874 AMANDA MILLER ASSOCIATE VP OF ENTERPRISE SOLUTIONS 40.00 0.00 X 439824 0 22392 JENNIFER CORSINI VICE PRESIDENT & CAREER DEVELOPMENT 40.00 0.00 X 364482 0 51684 COURTNEY VITAL SR DIR, ENTERPRISE & GLOBAL LEARNING 40.00 0.00 X 306694 0 18311 ELAINE KENNEDY SENIOR DIRECTOR, BI & ANALYTICS 40.00 0.00 X 261429 0 15974 JEANA CHUN SENIOR ACCOUNT EXECUTIVE 40.00 0.00 X 282615 0 21019 3517662 0 317805 73 0 1 0 SODEXO LIVE 1 INDEPENDENCE POINTE GREENVILLE SC 26915 EVENT VENUE 1348158 FREEMAN PO BOX 734596 DALLAS TX 75373 CONFERENCE SERVICES 1336351 EXECUTIVE SPEAKERS BUREAU PO BOX 382036 GERMANTOWN TN 38183 SPEAKER BUREAU 1103193 ARTISAN LEARNING PO BOX 637639 CINCINATTI OH 45263 LEARNING SOLUTIONS 864995 VIRTASANT 2028 E BEN WHITE BLVD AUSTIN TX 78741 CONTRACTED RESOURCES 487267 50 10214349 10214349 CONFERENCES & SEMINARS 611430 19810342 19810342 EDUCATIONAL PROGRAMS 900099 17297117 17297117 PUBLICATIONS 541800 3324741 2201820 1122921 RESEARCH 900099 196822 196822 40629022 1671780 1671780 2132 -2132 -2132 -2132 MANAGEMENT FEE 541900 630141 630141 OTHER REVENUE 900099 320132 320132 JOB BANK 900004 159297 159297 1109570 53622589 40136242 1282218 1989780 1917711 1317690 600021 19708261 13545745 6162516 774480 529440 245040 1598885 1079461 519424 1384416 983858 400558 179733 179733 96537 96537 66332 66332 5161731 4608189 553542 2782335 2752335 30000 231446 130355 101091 3627728 1337974 2289754 103939 103939 763419 763419 495903 406524 89379 11652586 11651846 740 2928 2928 1897376 1282654 614722 273556 160345 113211 INCOME TAX -13236 30005 -43241 CREDIT CARD FEES 1028884 3362 1025522 COST OF SALES 317838 317838 RECRUITING 97052 97052 75655 5 75650 54225495 41004984 13220511 0 17640325 11900967 3264334 3302194 783996 701706 2949687 4052625 30946572 21718706 8384169 9227866 16265871 21825631 8574272 9627202 10423956 10170295 68286610 70808486 6070088 6382065 13817441 15214996 6223735 6309047 26111264 27906108 X 42175346 42902378 42175346 42902378 68286610 70808486 X -602906 1366246 -36308 X 0 1 X 1 0 X 8548002 11084334 11656986 9743152 10214349 51246823 20770907 23692965 31025688 38902490 40136242 154528292 29318909 34777299 42682674 48645642 50350591 205775115 0 0 0 205775115 1273635 1186424 903884 1507185 1671780 6542908 1273635 1186424 903884 1507185 1671780 6542908 116098 188066 180337 90174 66773 641448 9646502 320132 9966634 40355144 36151789 43766895 50243001 52409276 222926105 0.92310 0.91020 0.02940 0.02700 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2020 AMOUNT: $ 9,646,502. OTHER REVENUE - 2024 AMOUNT: $ 320,132. 0 500 500 53664130 53664630 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 500 500 500 500 2000 250000 250000 250000 250000 1000000 1500000 4711708 1175853 3535855 26234864 20542853 5692011 9227866 ALTERNATIVE INVESTMENTS 4161033 F 7944.09 - ISHARES S&P 500 INDEX (BSPGX) 5466169 F 9627202 DEPOSITS 208897 DEFERRED COMPENSATION 814557 DUE FROM ATD CERTIFICATION INSTITUTE 2670632 DUE FROM ATD CONSULTING (SHANGHAI) COMPANY, LTD. 1472136 DUE FROM ATD LIMITED (HONG KONG) 81535 RIGHT-OF-USE ASSET FOR OPERATING LEASE 4829561 RIGHT-OF-USE ASSET FOR FINANCE LEASE 92977 10170295 DEFERRED COMPENSATION 814557 LEASE LIABILITY FOR OPERATING LEASE, NET 5401513 LEASE LIABILITY FOR FINANCE LEASE, NET 92977 6309047 58647669 1366236 3723044 5089280 53558389 66332 -2132 64200 53622589 57168071 3008908 3008908 54159163 66332 66332 54225495 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES REVENUES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 3,723,044. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED ON PART VIII, LINE 7C -2,132. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 2,970,478. (GAIN) LOSS ON FOREIGN CURRENCY 36,298. LOSS ON DISPOSAL OF FIXED ASSETS 2,132. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2872514 EAST ASIA AND THE PACIFIC 1 0 PROGRAM SERVICES CONFERENCES 1095812 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCES 8780 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCES 805475 1 0 0 0 1 0 4782581 0 4782581 0 0 0 0 0 1 X X X X 0 1 0 1 0 1 0 1 0 ANTHONY BINGHAM PRESIDENT & CEO 933523 0 601103 0 48908 0 154033 0 17518 0 1755085 0 0 0 AMANDA MILLER ASSOCIATE VP OF ENTERPRISE SOLUTIONS 414851 0 9826 0 15147 0 8838 0 13555 0 462217 0 0 0 JENNIFER CORSINI VICE PRESIDENT & CAREER DEVELOPMENT 324265 0 17716 0 22501 0 18314 0 33370 0 416166 0 0 0 COURTNEY VITAL SR DIR, ENTERPRISE & GLOBAL LEARNING 295127 0 11126 0 441 0 17326 0 985 0 325005 0 0 0 JEANA CHUN SENIOR ACCOUNT EXECUTIVE 264854 0 17575 0 186 0 6905 0 14115 0 303635 0 0 0 JESSICA RICHARDS ASSOCIATE VICE PRESIDENT OF FINANCE 250491 0 23093 0 5500 0 13941 0 2933 0 295958 0 0 0 ELAINE KENNEDY SENIOR DIRECTOR, BI & ANALYTICS 222035 0 22101 0 17293 0 14350 0 1624 0 277403 0 0 0 PART I, LINE 4B THE CEO, ANTHONY BINGHAM, PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PART I, LINE 5 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL REVENUE. PART I, LINE 6 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL NET INCOME. FOR ALL OTHERS SHOWN IN PART VII OF THE FORM 990, BONUS AMOUNTS ARE BASED ON A PERCENTAGE OF NET INCOME AND THEN DISTRIBUTED BASED ON PERFORMANCE REVIEW SCORES. PART I, LINE 7 PER THE CEO'S FORMAL AGREEMENT, AN ACCRUAL FOR A RETENTION BONUS WAS RECORDED IN 2024. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO TRAINING AND DEVELOPMENT PROFESSIONALS WITHIN ORGANIZATIONS OF ALL SIZES, IN THE PRIVATE AND PUBLIC SECTORS, AS INDEPENDENT CONSULTANTS, AND AS SUPPLIERS. FORM 990, PART VI, SECTION A, LINE 7A A SELECTION COMMITTEE APPOINTED BY THE ATD BOARD OF DIRECTORS APPOINTS UP TO NINE MEMBERS OF THE ATD BOARD IN ACCORDANCE WITH THE ATD BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO PROVISIONS OF ATD BYLAWS AND CHAPTER 181 OF THE WISCONSIN STATUTES, ATD'S MEMBERS HAVE THE RIGHT TO APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AND OTHER FUNDAMENTAL TRANSACTIONS SUCH AS SALE OF ASSETS OTHER THAN IN THE REGULAR COURSE OF BUSINESS, MERGER, AND DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AS STATED IN POLICY 3.10, THE FINANCIAL PERFORMANCE COMMITTEE OF THE BOARD REVIEWS ATD'S FEDERAL AND STATE TAX FORMS BEFORE THEY ARE FILED WITH THE GOVERNMENT. MANAGEMENT REVIEW - THE TAX FORMS ARE REVIEWED BY THE SENIOR DIRECTOR OF FINANCE AND THE ASSOCIATE DIRECTOR OF FINANCE WITH THE RSM TAX TEAM. ONCE THE FORMS ARE FINALIZED, THE SENIOR DIRECTOR OF FINANCE REVIEWS WITH THE PRESIDENT/CEO BEFORE SIGN-OFF, AND THE FORMS ARE SENT TO THE OFFICERS OF THE ATD BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY ALL BOARD MEMBERS TO THE ATD PRESIDENT, BOTH THROUGH THE ANNUAL DISCLOSURE FORM AND WHENEVER A CONFLICT ARISES. ANY CHANGES ARE DISCUSSED DURING QUARTERLY BOARD MEETINGS. ATD MAINTAINS CLOSE COMMUNICATION WITH THEIR BOARD MEMBERS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD LEADS THE REVIEW AND DETERMINATION OF THE CEO'S COMPENSATION. THE DIRECTOR OF HUMAN RESOURCES COMPLETES A FORMAL COMPENSATION REVIEW UTILIZING EXTERNAL BENCHMARKING DATA. THE INSTRUCTIONS FROM THE BOARD TO HUMAN RESOURCES TO AFFECT CHANGES ARE WELL DOCUMENTED. THE COMPENSATION STRUCTURE IS REVIEWED ON A REGULAR BASIS BY HUMAN RESOURCES, WITH APPROVAL FROM THE CEO. THE STRUCTURE IS BASED ON A "MIDPOINT EQUALS MARKET" APPROACH. EACH YEAR, THE RESULTS OF INDIVIDUAL EMPLOYEE SCORECARDS (ATD'S PERFORMANCE PLANNING TOOL) DETERMINE INDIVIDUAL COMPENSATION WITHIN THE STRUCTURE. MANAGERS HAVE INPUT INTO THE PROCESS, WITH ULTIMATE APPROVAL BY HUMAN RESOURCES AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 ATD COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(A), DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE UPON REQUEST. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, ATD HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. ATD MAKES THESE DOCUMENTS AVAILABLE TO MEMBERS TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY -36,308. ASTD CERTIFICATION INSTITUTE 1640 KING STREET ALEXANDRIA VA 22314 311788556 CERTIFICATION PROGRAM VA 501(C)(6) AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 ASTD CERTIFICATION INSTITUTE A 44394 COST ASTD CERTIFICATION INSTITUTE D 4224303 COST ASTD CERTIFICATION INSTITUTE S 630141 COST