2015-04-13T09:45:38-05:00 2014-06-30 420714325 MCGLADREY LLP 1 SWACKER DRIVE STE 800 CHICAGO IL 60606 990 2013-07-01 362130315 American Marketing Association AMER 3125429000 311 South Wacker Drive No 5800 Chicago IL 60606 Russ Klein CEO 3125429000 2015-04-13 1 Zack Fortsch P00052725 3126343400 2013 2016-02-25 16:41:14Z Russ Klein 311 South Wacker Drive No 5800 Chicago IL 60606 19281994 0 X www.ama.org X 1951 IL The American Marketing Association (AMA) is a professional association for individuals and organizations leading the practice, teaching and development of marketing knowledge worldwide.Our principle role is to serve as a forum to connect like-minded individuals and foster knowledge sharing, provide resources, tools and training and support marketing practice and thought leadership around the globe. 14 13 82 1250 1219190 -244322 56753 23577 15571773 16347376 232458 239401 948599 773027 16809583 17383381 115594 132459 0 0 6156248 6370101 0 0 0 9329034 10200912 15600876 16703472 1208707 679909 11608176 12424823 4277174 4054190 7331002 8370633 X The American Marketing Association (AMA) is a professional association for individuals and organizations leading the practice, teaching and development of marketing knowledge worldwide.Our principle role is to serve as a forum to connect like-minded individuals and foster knowledge sharing, provide resources, tools and training and support marketing practice and thought leadership around the globe. 0 0 5122777 5279174 Membership: The AMA is a membership organization whose members are marketing professionals, marketing academics and undergraduate students. With 30,000 individual members worldwide, the AMA is the only organization that brings together marketers and academics across all specialties. AMA members have access to a wide variety of information, education resources and access to a large global network of professionals. Members join the AMA to enhance their marketing knowledge for personal and professional growth. 4194553 50000 3928326 Educational Events: The AMA produces a wide variety of in-person multi-day conference programs for marketing professionals, and marketing academics and students, including the American Marketing Association Annual Conference, the Symposium for Higher Education Marketing, the Summer Marketing Educators Conference and the International Collegiate Conference. AMA also conducts a variety of training programs, tutorials and workshops on significant and relevant topics that address key issues and challenges in the marketing profession. 1686853 4385372 Online and print content resources: The AMA publishes a wide variety of print and online publications for marketing professionals, academics and students. Publications include AMA's flagship membership publication Marketing News, as well as, 4 scholarly journals that are highly regarded worldwide. AMA publishes e-newsletters on a wide variety of topics. Also AMA's website, www.ama.org, is a key information resource for marketers and academics providing best practices, white papers, webcasts, research reports tools and templates designed to support the needs of marketers and academics. 2157168 82459 2136681 Sponsorship and Other Program Services 2157168 82459 2136681 13161351 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 82 1 1 1 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IL X Elizabeth Taylor 3125429060 311 South Wacker Drive 58th Floor Chicago IL 60606 Rick Dow Chairperson 5.00 X X 0 0 0 David Reibstein Past Chairperson 5.00 X X 18000 0 0 Ric Sweeney Chairperson-Elect 5.00 X X 0 0 0 Rob Malcolm VP of Finance/Secretary 5.00 X X 0 0 0 Jerome Williams AMA Foundation Committee Chair 5.00 X X 0 0 0 Myles Bristowe At-Large Board Member 5.00 X 0 0 0 Lisa Gudding At-Large Board Member 5.00 X 0 0 0 Roger Kerin At-Large Board Member 5.00 X 0 0 0 Mary Jo Bitner At-Large Board Member 5.00 X 0 0 0 Gary Lilien At-Large Board Member 5.00 X 0 0 0 Rebecca Messina At-Large Board Member 5.00 X 0 0 0 Eric T Bradlow At-Large Board Member 5.00 X 0 0 0 Mary Garrett At-Large Board Member 5.00 X 0 0 0 Angela Lee At-Large Board Member 5.00 X 0 0 0 Dennis Dunlap CEO/Ex-Officio Member 40.00 X 448361 0 25804 Elizabeth Taylor CFO 40.00 X 174775 0 20676 Carol Arnold Chief Professional Dvlp. Officer 40.00 X 138288 0 8734 Nancy Costopulos Chief Marketing Officer 40.00 X 174161 0 25031 Catherine Eck Advertising Account Executive 40.00 X 105421 0 10412 Bob Panger Chief Technology Officer 40.00 X 185142 0 25684 Marisa Mccarren International Director 40.00 X 130694 0 11963 1374842 0 128304 9 0 1 0 Protiviti Inc 12269 Collections Center Chicago IL 60693 IT Services 760956 Marketing Support Inc 200 E Randolph Dr Ste 5000 Chicago IL 60601 Design Services 237292 MCI Middle East LLC 338 Kings Rd Suites 2807-9 North Point Hong Kong HK Global Consulting 196328 Riverpoint Solutions Group 2200 E Devon Ave Ste 385 Des Plaines IL 60018 Data Analysis System 185217 Brown Printing Company 11595 McConnell Road PO Box 1149 Woodstock IL 60098 Printing/Publishing 166364 8 23577 23577 Periodicals & Subscriptions 541800 5911790 5911790 Conferences & Exhibits 541800 4763070 4698545 64525 Membership Dues 900099 3196282 3196282 Corporate Sponsorship 541800 2095618 1922936 172682 Online Recruiting 900099 380616 380616 16347376 210329 210329 4465 4465 1927685 1898613 29072 29072 29072 Periodical Advertising 541800 601367 601367 167195 167195 768562 17383381 15729553 1219190 411061 122459 122459 10000 10000 456338 456338 4774684 3860292 914392 289786 228523 61263 506663 441815 64848 342630 269542 73088 97806 97806 129034 129034 32394 32394 1235587 855497 380090 312365 298421 13944 2342949 2153271 189678 827718 520813 306905 1548463 1161347 387116 726719 590446 136273 2174243 2127678 46565 7986 7986 457559 292098 165461 53461 44009 9452 Special Projects 71639 71639 Dues and Subcriptions 48878 4221 44657 Training 20026 5665 14361 114085 103615 10470 16703472 13161351 3542121 0 2134346 1461192 70705 84223 1308952 1321260 7660 4096 379272 294378 2771236 996465 1637334 1774771 5437845 6689689 570427 705242 61635 89972 11608176 12424823 1109515 1099992 2985516 2811714 182143 142484 4277174 4054190 X 5328651 6100311 900296 1168267 1102055 1102055 7331002 8370633 11608176 12424823 X 679909 683807 -324085 X 0 1 X 1 0 X 56753 23577 80330 12429310 13093910 13677559 15114155 15729553 70044487 12429310 13093910 13677559 15170908 15753130 70124817 0 0 0 70124817 110559 113458 130976 155016 214794 724803 110559 113458 130976 155016 214794 724803 22132 22132 91826 119308 165918 167195 544247 12631695 13207368 13949975 15491842 16135119 71415999 0.98190 0.98300 0.01010 0.00910 X 1555806 290889 76249 1770446 50000 1385903 146677 26774 1555806 50000 50000 50000 50000 50000 50000 0.62210 0.37790 0 0 56701 21392 35309 387315 244278 143037 2327220 730795 1596425 1774771 Alternative Investments 705242 F 705242 Capital Lease Obligations 68722 Due to Chapters 73762 142484 X 18034794 683807 683807 17350987 32394 32394 17383381 16995163 324085 324085 16671078 32394 32394 16703472 Part V, Line 4: The endowment funds are used for scholarships or awards related to marketing professionals. Part X, Line 2: The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association 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 Association, and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the reporting periods presented herein. The Association files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Association is generally no longer subject to examination by the Internal Revenue Service for years before 2011. Part XII, Line 2d - Other Adjustments: Loss on Disposal of Assets 324,085. 1 East Asia and the Pacific 0 0 Program Services Management firm maintains China website, marketing, relations with Training Center for the State Administration of Foreign Experts Affairs (TCSAFEA) certification program, collect fees, manage events plus travel by US staff and volunteers to Asia 331020 North America 0 0 Program Services Travel and support for the Mexico City Chapter of the American Marketing Association 21980 Europe 0 0 Program Services Conference cosponsored by the American Marketing Association with speakers for the EMAC Conference held in Rotterdam, Netherlands 50263 South Asia 0 0 Grant to Organization in Region 10000 0 0 0 0 0 0 413263 0 413263 South Asia Sponsorship of AIM/AMA-Sheth Foundation. 10000 Wire 1 0 0 0 0 0 0 0 1 Northwestern University 633 Clark Street Evanston IL 60208 362167817 501(c)(3) 83500 AMA-Sheth Doctoral Consortium Georgia State University Foundation One Park Place Suite 533 Atlanta GA 30303 586033185 501(c)(3) 21871 Richard Hammill Scholarship Fund 2 0 Part I, Line 2: The annual AMA-Sheth Doctoral Consortium is a premier event in for the marketing discipline. Through the consortium, Ph.D. candidates are exposed to state-of-the-art perspectives and emerging themes in the marketing profession. Thought leaders in research and practice are invited to provide a stimulating experience for doctoral candidates as they prepare to launch their careers. Life-long professional relationships often develop through the consortium experience. The consortium was established in 1965 and since that time has been funded, in part, by the AMA. Since 1996 additional support has been provided by the Sheth Foundation. The Consortium is a flagship event because of the quality and prestige that is associated with the content, faculty and students who are invited to attend. One doctoral candidate is nominated from each of the leading marketing PhD.-granting universities in the world. Over several days, the Consortium provides the opportunity to dialogue, debate, and develop mutual research interests. The Consortium also provides the opportunity to learn about developing a full and successful career that recognizes the multiple demands (research, teaching, professional service, family) placed on today's leading academics. Host schools are selected through a call for proposals. Proposals are reviewed by a committee led by the President-Elect of the Academic Council. Host schools are selected based on their plans for the program and are identified more than a year prior to the dates proposed for the event. The AMA contributed $83,500 this year to defray part of the cost of hosting the Doctoral Forum. X 1 1 X X X 0 0 0 1 0 0 0 0 0 Dennis Dunlap CEO/Ex-Officio Member 373373 0 70600 0 4388 0 15226 0 10578 0 474165 0 0 0 Elizabeth Taylor CFO 147572 0 26500 0 703 0 9911 0 10765 0 195451 0 0 0 Nancy Costopulos Chief Marketing Officer 147494 0 25300 0 1367 0 9822 0 15209 0 199192 0 0 0 Bob Panger Chief Technology Officer 158160 0 25500 0 1482 0 10582 0 15102 0 210826 0 0 0 Part I, Line 1a Dennis Dunlap received the following taxable benefit: Health club dues - $2,922 Part I, Line 5 A portion of the CEO's annual bonus is contingent upon the organization meeting the annual revenue budget. Form 990, Part VI, Section A, line 4 The by-laws were amended during the fiscal year for the following: -The quorum, voting rights, or voting approval requirements of the governing body members or the organization's stockholders or membership Form 990, Part VI, Section A, line 6 The organization has members. Membership shall be divided into voting and non-voting categories- Voting Members: -Professional. Available to all individuals in the field of marketing. -Young Professional. Available for 3 years immediately following completion of undergraduate degree. -Doctoral. For individuals currently enrolled in a doctoral program. Limited to 5 years. Non-voting Members: -Collegiate. For undergraduate students not currently in a full-time professional position. Limited to 5 years. Form 990, Part VI, Section A, line 7a The voting members' right to vote is specifically limited to elections of officers and directors, and no other matter. Form 990, Part VI, Section B, line 11 The IRS Form 990 was shown to the Executive Committee of the Board for review and approval. In addition, the Form 990 was made available to the full board prior to submission with the IRS. Form 990, Part VI, Section B, line 12c The AMA has each Board Member and key employee sign a conflict of interest statement to disclose any possible conflict of interest. If there is a conflict, the person is asked to recuse themselves from any decision that might present a conflict. Form 990, Part VI, Section B, line 15a Executive compensation is determined by submitting compensation study documents (from PRM, American Research Company, and Association Forum) to the Compensation Committee which is the Office of the Chairman of the Board. After conducting the CEO's performance appraisal for the year, the Office of the Chairman of the Board determines the percentage increase, if any, and forwards the information to the AMA's CFO. The board approves the compensation as a part of the budget process. Form 990, Part VI, Section C, line 19 The AMA makes a copy of the governing documents, conflict of interest policy and the financial statements available for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part XI, line 9: Loss on Disposal of Assets -324,085.