2015-02-04T08:21:34-06:00 2014-03-31 420714325 MCGLADREY LLP 1 SWACKER DRIVE STE 800 CHICAGO IL 60606 990 2013-04-01 362413556 American Society of Safety Engineers AMER 8476992929 1800 East Oakton Street Des Plaines IL 60018 Fred J Fortman Executive Director/Secretary 8476992929 2015-02-04 1 Wayne Harder P00294296 3126343400 2013 2016-03-07 17:11:31Z Fred J Fortman 1800 East Oakton Street Des Plaines IL 60018 25195066 0 X www.ASSE.org X 1911 IL ASSE is a global association of safety, health and environmental professionals dedicated to the advancement of its members and the profession through education and advocacy. 15 14 88 15 766877 0 0 0 13697770 14175963 406768 850923 998337 1061264 15102875 16088150 0 10000 0 0 6902738 7441715 0 0 0 7465100 8100368 14367838 15552083 735037 536067 13091307 14310783 7636002 7211838 5455305 7098945 X ASSE is a global association of safety, health and environmental professionals dedicated to the advancement of its members and the profession through education and advocacy. 0 0 Membership Services - Provides various services to the Society's approximately 35,000 members and local chapters. This includes member educational opportunities, sharing of best practices, regular updates on information regarding the profession, volunteer recognition, and technical and administrative support needed by approximately 150 local chapters. Professional Safety Magazine - is the journal of the American Society of Safety Engineers. This journal is published monthly, typically including 3 peer-reviewed articles and other information aimed at keeping the professional occupational safety, health, and environmental specialist informed on developments in the research and technology of accident prevention, industry best practices and safety management techniques. The journal is available to all members. Annual Professional Development Conference - The annual conference attracts over 4,000 attendees with seminars and training programs which provide current information and techniques to members and non-members. The conference typically includes over 250 educational sessions, multiple keynote speakers, presentations and sessions on timely or special topics, and opportunities for attendees to network and share best practices. Educational Services - provide publications pertaining to specific technical areas of safety. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 112 0 1 88 1 1 1 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X Bruce Sufranski 8477683401 1800 E Oakston St Des Plaines IL 60018 Kathy A Seabrook CSP CMIOSH President 2.00 X X 0 0 0 Richard Pollock CSP President (thru 06/30/13) 2.00 X X 14981 0 0 Patricia M Ennis CSP ARM President Elect 2.00 X X 0 0 0 Michael Belcher CSP Senior Vice President 2.00 X X 0 0 0 Stephanie Helgerman CSP VP of Finance 2.00 X X 0 0 0 James D Smith CSP VP of Professional Affairs 2.00 X X 0 0 0 Thomas F Cecich CSP CIH - VP of Professional Affairs (thru 06/30/13) 2.00 X X 21238 0 0 Jeffery C Camplin CSP CPEA VP of Practice & Standards 2.00 X 0 0 0 Christine M Sullivan CSP ARM VP of Professional Development 2.00 X 0 0 0 Erike J Young CSP ARM Region 01 VP 2.00 X 0 0 0 Martin P Jeppeson CSP ARM Region 01 VP (thru 06/30/13) 2.00 X 0 0 0 Michael F Lorenzo CSP Region 02 VP 2.00 X 0 0 0 G Alan Brown CSP CPEA Region 03 VP 2.00 X 0 0 0 Pamela B Perrich CIH Region 04 VP 2.00 X 0 0 0 Scott A Huberty ARM Region 05 VP 2.00 X 0 0 0 Maribeth Anderson Region 05 VP (thru 06/30/13) 2.00 X 0 0 0 Vincent R Miller Jr CSP Region 06 VP 2.00 X 0 0 0 Tara R Falin CSP Region 07 VP 2.00 X 0 0 0 Scott D Cole CSP Region 07 VP (thru 06/30/13) 2.00 X 0 0 0 Eric M Stager CSP CIH Region 08 VP 2.00 X 0 0 0 Fred J Fortman Jr LLM CAE Executive Director/Secretary 37.50 0.50 X 493213 0 36439 Bruce Sufranski Director of Finance/Controller 37.50 X 127083 0 15051 Kelly Fannella Deputy Exec. Dir./COO 37.50 X 186152 0 20285 Dewey Whitmire Dir., Professional Development 37.50 X 174783 0 36548 Dennis Hudson Director, Professional Affairs 37.50 X 169392 0 58708 Tim Fisher Dir., Practices and Standards 37.50 X 133744 0 22086 Dave Heidorn Manager, Government Affairs & Policy 37.50 X 116609 0 16253 Micah D'Orazio Dir., Marketing/Communication 37.50 X 109964 0 20242 Trudy Goldman Manager, Education & Program Development 37.50 X 107433 0 17315 1654592 0 242927 11 0 1 0 Thomson Productions Inc 4316 Grand Avenue Suite 3 Des Moines IA 50312 Contracts Labor, Equip & Entertainment f 389037 Walsworth Publishing Co 2180 Maiden Lane St Joseph MI 49085 PSJ Printing 357157 Centerplate at Orange County 9800 International Drive Orlando FL 32819 Food & Beverage for Annual PDC Meetings/ 346171 Aramark 3150 Paradise Road Las Vegas NV 89109 Catering for Annual PDC 341970 Langlois Weigand & Assoc Inc 3933 Overlook Point Baton Rouge LA 70817 Instructor for Workshops 325181 14 Conferences & Seminars 900099 7971627 7971627 Membership Dues 900099 4760207 4760207 Publications 541800 762654 153224 609430 Sponsorship Revenue 900099 583525 51410 532115 Job Target 900099 97950 97950 14175963 189963 189963 300322 300322 9481137 8820177 660960 660960 660960 947915 286739 661176 653089 8087 99766 99766 99766 16088150 13538147 766877 1783126 10000 1089607 4372446 677905 901433 400324 44381 47886 38786 443415 466283 1295361 291590 168535 258756 693326 3756988 390508 103136 Memberships 76299 Recruiting Fees 10456 14662 15552083 1797211 1857151 483483 401580 201058 445179 201980 203694 442765 542550 5449614 3754697 1882537 1694917 7964723 8990592 2018 1418 115532 173702 13091307 14310783 1806728 1631743 4192312 4482775 1636962 1097320 7636002 7211838 X 5455305 7098945 5455305 7098945 13091307 14310783 X 536067 153259 954314 X 0 1 X 1 0 0 0 1 4795360 24988 37823 62811 125000 -62189 376350 376350 2451468 1558157 893311 1555257 1221859 333398 1066539 974681 91858 1694917 Accrued Pension Obligation 819689 Deferred Compensation 174802 Interorganization Balances 102829 1097320 X 17719662 153259 1478253 1631512 16088150 0 16088150 16076022 523939 523939 15552083 0 15552083 Part X, Line 2: The Society is exempt from income taxes under Section 501(c)(6) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Society has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Society may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Society and various positions related to the potential sources of unrelated business taxable income. During fiscal year 2014, there were no unrecognized tax benefits identified or recorded as liabilities. The Society files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Society is generally no longer subject to examination by the Internal Revenue Service for years before 2011. Part XI, Line 2d - Other Adjustments: Cost of Goods Sold 286,739. Other Revenue 520,000. Change in postretirement benefit obligations 671,514. Part XII, Line 2d - Other Adjustments: Expenditures of Designated Funds 237,200. Cost of Goods Sold 286,739. 1 American Society of Safety Engineers Foundation 1800 East Oakton Street Des Plaines IL 60018 366145045 501(c)(3) 10000 Program Services 1 0 X 0 0 X X X 0 0 0 Fred J Fortman Jr LLM CAE Executive Director/Secretary 408336 0 50019 0 34858 0 -12453 0 48892 0 529652 0 0 0 Kelly Fannella Deputy Exec. Dir./COO 156800 0 27000 0 2352 0 -5238 0 25523 0 206437 0 0 0 Dewey Whitmire Dir., Professional Development 151024 0 21000 0 2759 0 31533 0 5015 0 211331 0 0 0 Dennis Hudson Director, Professional Affairs 146436 0 21000 0 1956 0 34322 0 24386 0 228100 0 0 0 Tim Fisher Dir., Practices and Standards 120192 0 13000 0 552 0 -2424 0 24510 0 155830 0 0 0 Part I, Line 1a Richard Pollock received the following taxable benefit: Travel for Companions - $14,981 Form 990, Part VI, Section A, line 6 American Society of Safety Engineers has seven classes of membership: regular, professional, associate, emeritus, international, honorary, and student. Qualifications for each group vary based on experience, geographic location, and certifications. Professional members, international members, and emeritus members are eligible to vote on all matters submitted to the membership. Associate members and student members are eligible to vote only on the election of Society officers. Honorary members have no vote. Form 990, Part VI, Section A, line 7a All American Society of Safety Engineers members in good standing 30 days prior to election are eligible to vote for a new slate of officers at each yearly election. Form 990, Part VI, Section A, line 7b The House of Delegates approves any new business brought before it from the Board of Directors. The House of Delegates is the organization unit of American Society of Safety Engineers that studies and debates matters important for the Society and the safety profession and sets broad direction through member representatives in a public forum. The House of Delegates meets annually at such place and time as determined by the Board of Directors for the purpose of receiving reports, amending the by-laws and other Society business. This meeting is typically held in conjunction with the Annual Professional Development Conference. The Board may also call special meetings. Official business of the House of Delegates may also be transacted by mail or electronic means. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by American Society of Safety Engineers' Accounting Manager and Finance Director prior to filing with the IRS. The return is reviewed for clerical accuracy and also reconciled to the audited financial statements. The Form 990 is then reviewed by ASSE's Executive Director. A copy of the Form 990 is then provided to the Executive Committee and to all members of the governing body before submission to the IRS. Form 990, Part VI, Section B, line 12c Annually, each officer, director and employee of the ASSE completes and returns a record of disclosure. The Board of Directors reviews these records of disclosure to determine whether a conflict exists and, if so, to determine what action should be taken. If a conflict exists, the board member having the conflict of interest would remove him/herself from any discussion of voting on the conflict of interest. The acceptance of such disclosures are made a part of the minutes of the meeting or documented by a mail ballot. The records of disclosure are maintained in ASSE's permanent records. Form 990, Part VI, Section B, line 15a Independent persons, in the form of the Executive Committee, meet to review compensation data provided by outside parties. They compare the proposed salaries to survey data and make the decisions. They provide documentation of the decision and attach the survey data. Form 990, Part VI, Section C, line 19 The results of ASSE's audit including the consolidated statement of activities and the consolidated statement of financial position are posted in the professional safety journal each fall. Other documents, such as governing documents, conflict of interest policy, and the complete fiscal year audit report, are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part XI, line 9: Change in postretirement benefit obligations: 671,514. Expenditures of designated funds: -237,200. Other revenue: 520,000. American Society of Safety Engineers Foundation 1800 E Oakton St Des Plaines IL 60018 366145045 Scholarships & Research IL 501(c)(3) Line 7 American Society of Safety Engineers 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 American Society of Safety Engineers Foundation O 167890 Cash