2013-02-13T16:05:03-06:00 2012-03-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2011-04-01 237259445 AMERICAN MANAGEMENT ASSOCIATION INT'L % AMA INTERNATIONAL AMER 2125868100 1601 BROADWAY NEW YORK NY 100197420 VIVIANNA GUZMAN 2013-02-13 true 2127589700 2011 2016-02-25 16:41:14Z EDWARD REILLY 1601 BROADWAY NEW YORK NY 100197420 91634340 false 2585 X WWW.AMANET.ORG X 1923 NY THE ASSOCIATION IS MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. THE ASSOCIATION OFFERS A FULL RANGE OF BUSINESS EDUCATION & MANAGEMENT DEVELOPMENT PROGRAMS FOR INDIVIDUALS AND ORGANIZATIONS, WORLDWIDE. 14 13 415 293 1251694 -1082509 5000 5000 81540235 79338019 1231081 1514837 5097479 8630316 87873795 89488172 0 0 0 0 34467485 35087309 0 0 0 57058852 56229222 91526337 91316531 -3652542 -1828359 95526132 93857446 63277179 65020864 32248953 28836582 X AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL (THE "ASSOCIATION") IS A MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. THE ASSOCIATION OFFERS A FULL RANGE OF BUSINESS EDUCATION AND MANAGEMENT DEVELOPMENT PROGRAMS. FOR MORE INFORMATION, SEE SCHEDULE O. false false 68471508 0 67602835 EDUCATIONAL ACTIVITIES 7979937 0 6967264 MANAGEMENT PUBLICATIONS 3702307 0 4767920 MEMBERSHIP ACTIVITIES 80153752 true true false false false false false false false true false false true true true false true true true true false false false false false false false false true false false false false false false false false false false false false true true true true false false true 787 0 true 415 true true true true BE FR JA false false false false false false false false X 14 13 false false false false true true true true true false true true true true true true true true true true false AZ CA GA IL MA NY OR X AMA INTERNATIONAL 2125868100 1601 BROADWAY NEW YORK NY 100197420 X Peter W Bruce 2.0 X 0 0 0 JAMES CORGEL 2.0 X 0 0 0 Charles R Craig 4.0 X X 0 0 0 Lew Cramer 2.0 X 0 0 0 Jeff Davis 2.0 X 0 0 0 Edward D Horowitz 2.0 X 0 0 0 Sir Paul Judge 4.0 X X 0 0 0 Douglas W McCormick 4.0 X 0 0 0 Jaime De Pinies 2.0 X 0 0 0 E JOHN RICE JR 2.0 X 0 0 0 Pamela Grunder Sheiffer 4.0 X 0 0 0 James Wall 4.0 X 0 0 0 DIANE YU 2.0 X 0 0 0 EDWARD T REILLY 50.0 X X 1768772 0 38556 Vivianna Guzman 50.0 X 719473 0 18232 Arthur Levy 50.0 X 514281 0 27488 RICHARD BARTON 50.0 X 489609 0 37447 MANOS AVRAMIDIS 50.0 X 395221 0 38584 FRANCIS VAN DEN BOSCH 25.0 X 170355 170355 25438 MARC DELLAERT 10.0 X 74323 232349 40149 CHERYL STERN 50.0 X 279818 0 11840 ROBERT SMITH 50.0 X 279474 0 24540 SANDRA EDWARDS 50.0 X 258237 0 13015 4949563 402704 275289 63 false true false Banta Corporation 111 south wacker drive CHICAGO IL 60606 Printing Services 4301678 Google Inc 1600 Ampitheater Parkway MOUNTAIN VIEW CA 94043 MARKETING SERVICES 1312785 St Joseph Digital Solutions 1165 KENASTON STREET OTTAWA ONTARIO CA K1G 6S1 Printing Services 1145226 RESTAURA RUE CHARLES LE MAIRIE 11160 BRUSSELS 0 BE CATERING SERVICES 1084552 INFOGROUP INC 1020 E 1ST STREET PAPILLION NE 68046 MARKETING SERVICES 467337 45 5000 5000 EDUCATIONAL ACTIVITY 611600 67602835 67602835 MANAGEMENT PUBLICATIONS 611600 6967264 6967264 MEMBERSHIP DUES 611600 4767920 4767920 79338019 1514837 1514837 0 2608679 2608679 6955344 2146168 4809176 4809176 1252783 3556393 0 0 0 0 LIST RENTALS 511140 101174 101174 SHARED SERVICES 611600 1049828 1049828 ADVERTISING 541800 -1089 -1089 62548 62548 1212461 89488172 80387847 1251694 7843631 0 0 0 0 4030128 526307 3503821 0 25558703 22057312 3501391 0 3607903 3193208 414695 1890575 1655542 235033 0 434238 6893 427345 280297 24743 255554 0 0 58328 58328 3064504 2401590 662914 10389600 10389600 3120612 2770928 349684 1623031 1623031 1551044 1551044 9702999 9169884 533115 667539 430144 237395 0 18754423 18581821 172602 620905 615270 5635 0 4023411 3725310 298101 305127 207776 97351 NEW PROGRAM DEVELOPMENT 514813 514813 0 CORPORATE RESERVE ADJUSTMENT 373332 0 373332 BAD DEBT EXPENSE 205792 205792 0 DUES & SUBSCRIPTIONS 157798 128832 28966 381429 373912 7517 91316531 80153752 11162779 0 289978 1819918 5121700 5358573 0 0 6332611 6384665 0 0 0 0 0 0 1833689 1666774 6477589 5457512 83925846 54486702 33484025 29439144 13644736 11261530 0 0 0 0 0 0 28341804 32469330 95526132 93857446 18297538 19310385 0 0 11364903 12118768 0 0 0 0 0 0 8875434 7779913 0 0 24739304 25811798 63277179 65020864 X 32248953 28836582 0 0 0 0 32248953 28836582 95526132 93857446 X -1828359 -1584012 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4134315 4134315 32430046 17570815 14859231 19077897 13833616 5244281 28283588 23082271 5201317 0 0 0 29439144 IMACAN MANAGMEMENT CENTRE 18419317 MGMT CENTER DE MEXICO AC 6416265 AMA EUROPE SA 6837215 PAID IN CAPITAL-AMA EUROPE SA 796533 32469330 0 OTHER LIABILITIES 25811798 25811798 UNCERTAINTIES IN INCOME TAXES SCHEDULE D, PART X THE ASSOCIATION FOLLOWS THE GUIDANCE OF ASC 740-10, INCOME TAXES - OVERALL, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE ASSOCIATION UTILIZES A THRESHOLD OF MORE-LIKELY THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DID NOT RECOGNIZE ANY UNREALTED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED MARCH 31, 2012 AND 2011. CONSOLIDATED FINANCIAL STATEMENT SCHEDULE D, PART XI, XII and XIII American Management Association is part of a consolidated financial statement audit in combination with its related organizations. The consolidated financial statements issued for the fiscal year ended March 31, 2012 were prepared in accordance with GAAP. true true true true true true true false false false false false false false false false false true RACIALLY NONDISCRIMINATORY POLICY SCHEDULE E, PART I, LINE 3 AMA PUBLICIZES ITS NONDISCRIMINATORY POLICY THROUGH ITS PROMOTIONAL MATERIALS AND IN NATIONAL NEWSPAPER MEDIA. THE AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL DOES NOT DISCRIMINATE IN EMPLOYMENT, ADMISSION TO MEMBERSHIP, OR ADMISSION OF SPEAKERS OR REGISTRANTS TO ITS PROGRAMS ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, AGE, SEXUAL ORIENTATION, DISABILITY, NATIONAL OR ETHNIC ORIGIN, VETERAN STATUS, OR ANY OTHER BASIS PROHIBITED BY STATE OR LOCAL LAW. East Asia and the Pacific 1 34 Program Services EDUCATIONAL ACTIVITIES 3306363 Europe (Including Iceland and Greenland) 1 135 Program Services EDUCATIONAL ACTIVITIES 7259441 Middle East and North Africa 0 0 Program Services EDUCATIONAL ACTIVITIES 16968 North America 0 0 Program Services EDUCATIONAL ACTIVITIES 134159 Russia and the Newly Independent States 0 0 Program Services EDUCATIONAL ACTIVITIES 41371 South Asia 0 0 Program Services EDUCATIONAL ACTIVITIES 62533 Sub-Saharan Africa 0 0 Program Services EDUCATIONAL ACTIVITIES 10841 2 169 2 169 10831676 10831676 true false true false false true EXPENDITURES PER REGION SCHEDULE F, PART I, LINE 3, COLUMN F THE ORGANIZATION REPORTS EXPENDITURES PER REGION ON AN ACCRUAL BASIS WHICH IS CONSISTENT WITH THE ACCOUNTING METHOD USED FOR THE ORGANIZATION'S FINANCIAL STATEMENTS. BOYCOTTING COUNTRIES SCHEDULE F, PART IV, LINE 6 THE ORGANIZATION DID NOT HAVE OPERATIONS IN OR RELATED TO ANY BOYCOTTING COUNTRIES DURING THE TAX YEAR. AMERICAN MANAGEMENT ASSOCIATION EUROPE, SA, A RELATED ORGANIZATION TAXABLE AS A CORPORATION, ESTABLISHED IN BELGIUM, DID HAVE A LIMITED NUMBER OF EDUCATIONAL ACTIVITIES IN KUWAIT, SAUDI ARABIA AND THE UNITED ARAB EMIRATES DURING THE TAX YEAR. X X X true true X X X X X false false false true false false false false false EDWARD T REILLY 759144 0 981895 0 27733 0 0 0 38556 0 1807328 0 0 0 Vivianna Guzman 341520 0 377125 0 828 0 0 0 18232 0 737705 0 0 0 Arthur Levy 268883 0 244211 0 1187 0 0 0 27488 0 541769 0 0 0 RICHARD BARTON 255498 0 233715 0 396 0 0 0 37447 0 527056 0 0 0 MANOS AVRAMIDIS 204596 0 190421 0 204 0 0 0 38584 0 433805 0 0 0 FRANCIS VAN DEN BOSCH 170355 170355 0 0 0 0 0 0 10150 15288 180505 185643 0 0 MARC DELLAERT 74323 232349 0 0 0 0 0 0 0 40149 74323 272498 0 0 CHERYL STERN 89096 0 53492 0 137230 0 0 0 11840 0 291658 0 13370 0 ROBERT SMITH 201279 0 77369 0 826 0 0 0 24540 0 304014 0 0 0 SANDRA EDWARDS 185620 0 70483 0 2134 0 0 0 13015 0 271252 0 0 0 Supplemental Information 1 Schedule J, Part I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL: ------------------------------ In accordance with company policy and his employment contract, first class/charter travel is provided for the Chief Executive Officer. Charter flights for officers and key employees are also permitted per company policy. Business related travel is not treated as taxable compensation. Travel for Companions: ---------------------- In accordance with company policy and his employment contract, when engaged in activities in furtherance of, or on behalf of the Association, the Chief Executive Officer's spouse is entitled to have all appropriate travel expenses incurred during such activities reimbursed by the Association upon the presentation of proper documentation of such expenses. The CEO received a de minimis amount of such taxable reimbursement in the 03/31/12 tax year. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: ---------------------------------------------- In accordance with his employment contract, certain social club dues are provided for the Chief Executive Officer. Additionally, the company contributes $200 annually (as a taxable fringe benefit) in health club dues on behalf of Individuals wishing to participate. Supplemental Information 2 Schedule J, Part I, LINE 5 The organization pays commissions to its sales people based upon their achievement of certain sales quotas. Amounts earned but not yet paid are accrued accordingly. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL (THE "ASSOCIATION") IS A MEMBERSHIP-BASED MANAGEMENT EDUCATION ORGANIZATION. THE ASSOCIATION OFFERS A FULL RANGE OF BUSINESS EDUCATION AND MANAGEMENT DEVELOPMENT PROGRAMS FOR INDIVIDUALS AND ORGANIZATIONS, WORLDWIDE. THE ASSOCIATION, INCORPORATED BY THE REGENTS OF THE UNIVERSITY OF THE STATE OF NEW YORK, IS EXEMPT FROM UNITED STATES FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONSOLIDATED FINANCIAL STATEMENTS FORM 990, PART IV, LINE 12 AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL IS AUDITED IN COMBINATION WITH ITS BRANCHES IN BELGIUM AND JAPAN, AND ITS AFFILIATED ENTITIES IN CANADA AND MEXICO. ALTHOUGH SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT ISSUED FOR AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL, A CONSOLIDATED AUDITED FINANCIAL STATEMENT WAS ISSUED FOR THE FISCAL YEAR ENDED MARCH 31, 2012 WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. ORGANIZATION MEMBERS FORM 990, PART VI, SECTION A, LINE 6-7B AMA IS A MEMBER-BASED ORGANIZATION. MEMBERS OF THE ASSOCIATION ELECT THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. CERTAIN TRANSACTIONS OF THE CORPORATION, ACCORDING TO THE BY-LAWS AND/OR ARTICLES OF INCORPORATION, ARE APPROVED BY THE MEMBER ASSOCIATES. PROCESS USED TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, LINE 11b THE ASSOCIATION'S FORM 990 IS INITIALLY PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S FINANCE DEPARTMENT IN CONSULTATION WITH VARIOUS STAFF. THE DRAFT RETURN IS FIRST REVIEWED BY THE ASSOCIATION'S FINANCE DEPARTMENT AND EXECUTIVES. IT IS THEN PROVIDED TO THE ASSOCIATION'S BOARD OF TRUSTEES AND AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C ALL NEW EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE, AT THE TIME OF HIRING, TO HUMAN RESOURCES DISCLOSING ANY OUTSIDE AFFILIATIONS. ALL CURRENT EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE, ANNUALLY, TO THE HUMAN RESOURCES DISCLOSING ALL OUTSIDE AFFILIATIONS. IN ADDITION, EMPLOYEES ARE REQUIRED TO DISCLOSE TO HUMAN RESOURCES ANY OUTSIDE AFFILIATIONS OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. HUMAN RESOURCES REVIEWS THE OUTSIDE AFFILIATIONS TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST OR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. IF SO, APPROPRIATE ACTION IS TAKEN BY GENERAL COUNSEL TO RESOLVE ANY SUCH CONFLICTS OR VIOLATIONS, INCLUDING CAUSING A BOARD MEMBER TO RECUSE HIMSELF OR HERSELF FROM DISCUSSION AND VOTING ON THE ISSUE, AND CAUSING AN EMPLOYEE TO TERMINATE HIS/HER OUTSIDE AFFILIATION OR TAKING APPROPRIATE DISCIPLINARY ACTION. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINE 15A/B AMA'S EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED BY ITS COMPENSATION & BENEFITS COMMITTEE (THE "COMMITTEE") AND BOARD OF TRUSTEES (THE "BOARD"). THE PROCESS INCLUDES THE INDEPENDENT COMMITTEE SEEKING THE ADVICE OF AN OUTSIDE COMPENSATION FIRM. THE OUTSIDE FIRM BENCHMARKS EXECUTIVE COMPENSATION USING VALIDATED SURVEY DATA THAT FOCUSES ON THE MARKETPLACE THAT THEY AND THE COMMITTEE HAVE DEFINED AS APPROPRIATE. THE COMMITTEE MEETS AT LEAST ONCE A YEAR. THE COMMITTEE REVIEWS AND APPROVES ALL EXECUTIVE COMPENSATION WITH THE EXCEPTION OF THE CEO AND CFO/TREASURER, WHOSE COMPENSATION REVIEW REQUIRES ADDITIONAL APPROVAL STEPS. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE FULL BOARD ALL COMPENSATION MATTERS RELATED TO THE CEO AND CFO/TREASURER. THE FULL BOARD THEN REVIEWS AND APPROVES THE COMPENSATION OF THE CEO AND CFO/TREASURER. THE APPROVALS ARE DOCUMENTED IN THE MEETING MINUTES WHICH ARE MAINTAINED BY THE OFFICE OF THE SECRETARY AND GENERAL COUNSEL. DOCUMENT DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS, CERTIFICATE OF INCORPORATION, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALSO, THE FEDERAL FORM 990 WHICH INCLUDES FINANCIAL AND OTHER DISCLOSURES IS AVAILABLE ON GUIDESTAR AND UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 CUMULATIVE TRANSLATION: (548,023) UNREALIZED GAIN ON INVESTMENTS: (276,051) CURRENT YEAR MOVEMENT - SFAS 158: (1,192,169) CURRENT YEAR MOVEMENT - SFAS 106: 432,231 ------------ (1,584,012) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDWARD T REILLY TITLE:PRESIDENT/CEO/TRUSTEE HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Vivianna Guzman TITLE:EVP/CFO/TREASURER HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Arthur Levy TITLE:GENERAL COUNSEL/SECRETARY HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD BARTON TITLE:CHIEF INFORMATION OFFICER HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MANOS AVRAMIDIS TITLE:Sr. VP, Human Resources HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANCIS VAN DEN BOSCH TITLE:MD, EUROPE TER ALFENE CONSU.NV HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC DELLAERT TITLE:MARKETING DIRECTOR, EUROPE HOURS:30 AMERICAN MANAGEMENT ASSN HOLDINGS LLC 1601 BROADWAY NEW YORK NY 10019 900449647 HOLDING COMP DE 0 795638 AMA AMA HOLDINGS ASIA LLC 1601 BROADWAY NEW YORK NY 10019 611615525 DORMANT DE 0 0 AMA IMACAN MANAGEMENT CENTRE EDUCATION ACT CA N/A N/A AMA true MANAGEMENT CENTER DE MEXICO AC EDUCATION ACT MX N/A N/A AMA true AMA EUROPE SA rue de lAqueduc 118 1050 Brussels BE EDUCATION ACT BE AMA HOLDINGSLLC C Corp 13279634 2768098 1.00000 true false false false false false false false false false true true false true true true true true IMACAN MANAGEMENT CENTRE a 1712865 COST MANAGEMENT CENTER DE MEXICO AC a 83815 COST AMA EUROPE SA a 1938225 COST IMACAN MANAGEMENT CENTRE k 693572 COST AMA EUROPE SA k 356255 COST AMA EUROPE SA l 1068336 COST AMA EUROPE SA n 336089 COST IMACAN MANAGEMENT CENTRE o 15233 COST MANAGEMENT CENTER DE MEXICO AC o 34128 COST AMA EUROPE SA o 51096 COST MANAGEMENT CENTER DE MEXICO AC p 13348 COST IMACAN MANAGEMENT CENTRE p 111126 COST AMA EUROPE SA p 784876 COST MANAGEMENT CENTER DE MEXICO AC q 310000 COST AMA EUROPE SA q 887320 COST IMACAN MANAGEMENT CENTRE r 907697 COST AMA EUROPE SA r 687386 COST