2025-11-14T10:58:10-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-01-01 843729689 ASQEXCELLENCE INC ASQE 4142728575 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 SIDDHARTHA BHATNAGAR CHAIR 4142728575 2025-11-13 1 1 TROY MARINE P00187863 4147775500 2025-11-12 2024 2025-03-06 01:10:19Z ASQE SIDDHARTHA BHATNAGAR 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 13558428 0 X WWW.ASQ.ORG X 2020 WI ASQE'S MISSION IS TO SET THE STANDARD FOR QUALITY DRIVEN OFFERINGS AND INSIGHTS WORLDWIDE, INSPIRING THE ORGANIZATIONS IT SERVES TO ACHIEVE EXCELLENCE THROUGH QUALITY. ASQE PROVIDES EXPERTISE, INSIGHTS, THOUGHT LEADERSHIP, NETWORKS AND RESOURCES TO A GLOBAL MEMBERSHIP OF ORGANIZATIONS AND THEIR AFFILIATED INDIVIDUALS REPRESENTING A WIDE RANGE OF INDUSTRIES AND CULTURES. 7 7 28 8 0 0 0 2000 11124983 11334421 0 0 1321752 1465338 12446735 12801759 0 0 0 0 3197116 3680395 0 0 0 9677865 9497455 12874981 13177850 -428246 -376091 4557546 3775403 7032025 6625973 -2474479 -2850570 X ASQE'S MISSION IS TO SET THE STANDARD FOR QUALITY DRIVEN OFFERINGS AND INSIGHTS WORLDWIDE, INSPIRING THE ORGANIZATIONS IT SERVES TO ACHIEVE EXCELLENCE. ASQE PROVIDES EXPERTISE, INSIGHTS, THOUGHT LEADERSHIP, NETWORKS AND RESOURCES TO A GLOBAL MEMBERSHIP OF ORGANIZATIONS AND THEIR AFFILIATED INDIVIDUALS REPRESENTING A WIDE RANGE OF INDUSTRIES AND CULTURES. 0 0 ASQE IS A NOT-FOR-PROFIT ORGANIZATION COMPRISED OF APPROXIMATELY 175 ORGANIZATIONAL MEMBERS. ASQE OFFERS PROFESSIONAL CERTIFICATIONS THAT ARE RECOGNIZED AS A MARK OF QUALITY EXCELLENCE IN MANY INDUSTRIES. ASQE OFFERS CERTIFICATIONS FOR: QUALITY ENGINEERS, SOFTWARE QUALITY ENGINEERS, RELIABILITY ENGINEERS, QUALITY AUDITORS, MECHANICAL INSPECTORS, QUALITY TECHNICIANS, QUALITY PRACTITIONERS, SIX SIGMA BLACK BELTS, QUALITY IMPROVEMENT ASSOCIATES, AND QUALITY MANAGERS. IN ADDITION, ASQE DISTRIBUTES BOOKS AND OTHER TECHNICAL LITERATURE AND PROVIDES YEAR-ROUND TRAINING OFFERINGS, BOTH SELF DIRECTED AND WEB-BASED LEARNING PROGRAMS, RELATED TO PREPARATION FOR CERTIFICATION EXAMINATIONS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 28 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 WI X ANDREW GLUBISZ 4142742076 600 N PLANKINTON AVENUE MILWAUKEE WI 53203 STEVEN WILSON CHAIR 1.00 X X 0 0 0 BARRIE SIMPSON TREASURER 1.00 X X 0 0 0 MICHELLE SMITH CHAIR - ELECT 1.00 X 0 0 0 SANTOS FRANCISCO DIRECTOR, PAST CHAIR 1.00 X 0 0 0 JERRY RICE DIRECTOR, ASQ LIAISON 1.00 X 0 0 0 JULIO ABREU DIRECTOR 1.00 X 0 0 0 KENNETH GILES DIRECTOR 1.00 X 0 0 0 JAMES R TEMPLIN CEO 40.00 X 518718 0 49441 MICHAEL BYRNES EXECUTIVE DIRECTOR, CERT OPERATIONS 40.00 X 266984 0 19310 BRIAN SCARPACE EXECUTIVE DIRECTOR, GLOBAL SUCCESS 40.00 X 203434 0 26545 BEVERLY SCHEELS EXECUTIVE DIRECTOR, R&D 40.00 X 195408 0 25022 DIANA LASERSTEIN MARKETING DIRECTOR 40.00 X 139898 0 11404 ERIN BAUER PRODUCT DEVELOPMENT MANAGER 40.00 X 125913 0 16537 MIKE SAGE PSYCHOMETRICIAN 40.00 X 122922 0 10118 MICHAEL SULLIVAN ORG. MEMBER SUCCESS MANAGER 40.00 X 100452 0 14397 1673729 0 172774 8 0 1 0 PROMETRIC INC BOX 223608 PITTSBURGH PA 152512608 SOFTWARE SERVICES 766488 PERFICIENT 555 MARYVILLE UNIVERSITY DRIVE ST LOUIS MO 63141 MARKETING SERVICES 312466 LINKEDIN 62228 COLLECTIONS DR CHICAGO IL 60693 MARKETING SERVICES 182600 GASCH PRINTING INC 1780 CROSSROADS DR ODENTON MD 21113 E-BOOK MANAGEMENT AND PULICATIONS 181979 UNIONTRACK INC 3 RESEARCH PLACE ROCKVILLE MD 20850 CONTENT DEVELOPMENT SERVICES 128500 6 2000 2000 CERTIFICATIONS 900099 7251942 7251942 TRAINING 611600 2739980 2739980 MEMBERSHIP DUES 900099 1342499 1342499 11334421 518976 518976 1703031 756669 946362 946362 12801759 12280783 0 518976 1304865 1788182 148596 236288 202464 19121 619999 19853 339697 76983 12472 80767 117721 1056600 CONTRACTED SUPPORT SERV 5416328 PARTNER PAYMENTS 1114765 CONTRACT & PROFESSIONAL 323602 EQUIPMENT 183993 115554 13177850 31763 37310 441067 711353 211786 233241 154497 135499 6020 6020 3833 0 3714600 2658000 4557546 3775403 954908 1157763 1802621 1772501 4274496 3695709 7032025 6625973 X -2474479 -2850570 -2474479 -2850570 4557546 3775403 -376091 0 X X 0 1 X 1 0 6020 6020 0 0 X 13558428 0 13558428 -756669 -756669 12801759 13934519 0 13934519 -756669 -756669 13177850 PART X, LINE 2: ASQE 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 OR STATE INCOME TAXES. ASQE ANALYZED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASQE DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -756,669. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -756,669. X 0 0 0 JAMES R TEMPLIN CEO 380832 0 117812 0 20074 0 27600 0 21841 0 568159 0 0 0 MICHAEL BYRNES EXECUTIVE DIRECTOR, CERT OPERATIONS 219495 0 35820 0 11669 0 18671 0 639 0 286294 0 0 0 BRIAN SCARPACE EXECUTIVE DIRECTOR, GLOBAL SUCCESS 169410 0 18582 0 15442 0 14165 0 12380 0 229979 0 0 0 BEVERLY SCHEELS EXECUTIVE DIRECTOR, R&D 168225 0 18046 0 9137 0 14619 0 10403 0 220430 0 0 0 DIANA LASERSTEIN MARKETING DIRECTOR 129187 0 2500 0 8211 0 10949 0 455 0 151302 0 0 0 PART I, LINE 5 TO ENCOURAGE AND MOTIVATE CERTAIN MANAGEMENT EMPLOYEES TO ACHIEVE SPECIFIC OPERATING GOALS, THE SOCIETY USES A MANAGEMENT INCENTIVE PLAN (MIP). PARTICIPANTS CAN EARN INCENTIVE COMPENSATION (CALCULATED AS A % OF THEIR BASE SALARY) UNDER A FORMULA-BASED APPROACH THAT COMPARES ACTUAL TO TARGETED RESULTS. TARGETED INCENTIVE AWARDS UNDER THE MIP RANGE FROM 10 TO 25% OF EACH PARTICIPANT'S ANNUAL BASE SALARY. A KEY MIP OPERATIONAL GOAL IS TO ACHIEVE OR EXCEED ANNUAL BUDGETED REVENUES EACH FISCAL YEAR. THIS REVENUE GOAL ACCOUNTS FOR 30% OF EACH PARTICIPANT'S TARGET AWARD FOR THE YEAR. FORM 990, PART VI, SECTION A, LINE 8B NO SEPARATE COMMITTEES FROM GENERAL BOD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY CEO AND DIRECTOR OF FINANCE BEFORE IT IS FILED WITH IRS. IT IS MADE AVAILABLE TO THE BOARD UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY ASQEXCELLENCE (ASQE) BOARD MEMBERS TO THE ASQE EXECUTIVE COUNCIL THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE ASQE EXECUTIVE COUNCIL SHALL (IN CONSULTATION WITH LEGAL COUNSEL IF NEEDED) MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). THE ASQE EXECUTIVE COUNCIL SHALL INFORM THE BOARD OF SUCH DETERMINATION AND ACTION. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION, IT AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. ON AN ANNUAL BASIS, ALL BOARD MEMBERS SHALL BE PROVIDED WITH A COPY OF THIS POLICY AND REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST ACKNOWLEDGMENT AND DISCLOSURE FORM. ALL COMPLETED FORMS SHALL BE PROVIDED TO AND REVIEWED BY THE ASQE EXECUTIVE COUNCIL, AS WELL AS ALL OTHER CONFLICT INFORMATION PROVIDED BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS UTILIZED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT IN DETERMINING BASE SALARY AND TARGET INCENTIVE PAY WHEN NEGOTIATING THE CHIEF EXECUTIVE OFFICER'S EMPLOYMENT CONTRACT. 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: OVERALL BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF FINANCIAL STATEMENT AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT.