2011-02-14T15:02:27-06:00 2010-03-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2009-04-01 237259445 AMERICAN MANAGEMENT ASSOCIATION INT'L AMER 2125868100 1601 BROADWAY NEW YORK NY 100197420 VIVIANNA GUZMAN 5188911500 2011-02-07 true KPMG LLP 2127589700 2009 2016-02-24 21:20:13Z EDWARD REILLY 1601 BROADWAY NEW YORK NY 100197420 84493462 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. 12 11 444 293 0 0 7750 5000 129474597 77861386 2568992 854559 4087053 5155866 136138392 83876811 0 0 0 0 51810653 32509054 0 0 0 86221330 54289868 138031983 86798922 -1893591 -2922111 110000143 99617517 70687321 63736754 39312822 35880763 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. false false 64925636 64801987 educational activities 3781316 5000016 membership dues 8178684 8059383 management publications 76885636 true true false false false false false false false 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 false false true 810 0 true 444 true false true BE FR JA false false false false false false false false false false 12 11 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 Peter W Bruce 2.0 X 0 0 0 Charles R Craig 4.0 X 0 0 0 Lew Cramer 2.0 X 0 0 0 Edward D Horowitz 2.0 X 0 0 0 Sir Paul Judge 4.0 X 0 0 0 Jaime de Pinies 2.0 X 0 0 0 Tony LeDinh 2.0 X 0 0 0 Teresa E McCaslin 2.0 X 0 0 0 Douglas W McCormick 4.0 X 0 0 0 Pamela Grunder Sheiffer 4.0 X 0 0 0 James Wall 4.0 X 0 0 0 Barry L Williams 2.0 X 0 0 0 Diane Yu 2.0 X 0 0 0 Edward T Reilly 50.0 X X 1279771 0 31445 Vivianna Guzman 50.0 X 647130 0 13096 Arthur Levy 50.0 X 464770 0 33351 Richard Barton 50.0 X 441531 0 31456 Manos Avramidis 50.0 X 359967 0 28520 FRANCIS VAN DEN BOSCH 50.0 X 187750 102409 19632 Robert Smith 50.0 X 271750 0 28423 Toshio Fukuda 50.0 X 244753 0 19422 Diane Laurenzo 50.0 X 234949 0 33628 Robert Morales 50.0 X 219535 0 7424 Patricia Leonard X 380884 0 20766 4732790 102409 267163 74 true true false Banta Corporation RR Donnelley 111 south wacker drive CHICAGO IL 60606 Printing Services 4267708 Paradigm Technology Consulting LLC 50 Millstone Road Building 400-Suit EAST WINDSOR NJ 08520 Technology Consultin 1435621 Restaura RUE CHARLES LEMAIRE 11160 BRUSSELS 0 BE Catering Services 1261957 Google Inc 1600 Ampitheater Parkway MOUNTAIN VIEW CA 94043 Marketing Services 1104213 St Joseph Digital Solutions 1165 KENASTON STREET OTTAWA ONTARIO CA K1G 6S1 Printing Services 813649 49 5000 5000 EDUCATIONAL ACTIVITY 611600 64801987 64801987 MANAGEMENT PUBLICATIONS 611600 8059383 8059383 MEMBERSHIP DUES 611600 5000016 5000016 77861386 877715 0 877715 0 2051789 2051789 1899678 593220 1306458 1306458 1306458 275 23431 -23156 -23156 -23156 0 0 0 LIST RENTALS 525990 102336 102336 SHARED SERVICES 611600 695935 695935 SPONSORSHIP 511140 44151 44151 955197 955197 1797619 83876811 80653261 0 3218550 0 0 0 0 3259079 462915 2796164 0 0 24302427 21010300 3292127 0 0 3074940 2722418 352522 1872608 1652168 220440 0 621969 19410 602559 229881 30881 199000 0 0 59489 59489 2654927 2135382 519545 10703194 10700493 2701 2649591 2337193 312398 1961847 1955675 6172 1344154 1342822 1332 8090832 7154295 936537 384454 342709 41745 0 18017108 17831331 185777 772885 769405 3480 0 4296151 4137765 158386 368325 246389 121936 BAD DEBT EXPENSE 558422 558422 DUES & SUBSCRIPTIONS 155349 136912 18437 NEW PROGRAM DEVELOPMENT 784346 784346 STATE & LOCAL TAXES 112501 111835 666 VALUATION RESERVES 161978 127490 34488 362465 315080 47385 86798922 76885636 9913286 0 835210 306739 27626391 20900998 9396950 6712545 2224805 1850377 9614614 7319911 93520063 56966935 39262939 36553128 2470815 1690000 18568419 24283819 110000143 99617517 26727409 19071030 9017497 10660321 34942415 34005403 70687321 63736754 X 39312822 35880763 39312822 35880763 110000143 99617517 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4186259 4186259 0 32727018 15849871 16877147 0 18184940 11884451 6300489 0 38421846 29232613 9189233 36553128 IMACAN MANAGEMENT CENTRE 14553168 MGT CENTER DE MEXICO AC 5668612 AMA EUROPE SA 3265506 PAID IN CAPITAL-AMA EUROPE SA 796533 24283819 0 OTHER LIABILITIES 25418243 CAPITALIZED LEASE OBLIGATIONS 8587160 34005403 supplemental information 1 schedule d, part x - fin 48 position In 2010, the Association adopted the guidance of ASC 740-10, Accounting for Uncertainty in Income Taxes, which addresses the accounting for uncertainties in income taxes recognized in an enterprises financial statements. The Association utilizes a threshold of more-likely than-not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. ASC 740-10 also provides related guidance on measurement, classification, interest and penalties, and disclosures. The effect of the adoption of ASC 740-10 did not have a material effect on the changes in net assets or financial position of the Association. Supplemental Information 2 Schedule D, Part XI 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, 2010 were prepared in accordance with GAAP. true true true 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. true true true true false false false false false false false false false false true Central America and the Caribbean 0 0 Program Services educational activities 42929 East Asia and the Pacific 1 13 Program Services educational activities 2323944 Europe (Including Iceland and Greenland) 1 6 Program Services educational activities 8888622 Middle East and North Africa 0 0 Program Services educational activities 0 North America 0 0 Program Services educational activities 9581 Russia and the Newly Independent States 0 0 Program Services educational activities 0 South America 0 0 Program Services educational activities 0 South Asia 0 0 Program Services educational activities 0 Sub-Saharan Africa 0 0 Program Services educational activities 0 2 19 11265076 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. X X X true true X X X X X X true false false true false false false false false Edward T Reilly 613068 0 614835 0 51868 0 1108 0 30337 0 1311216 0 0 0 Vivianna Guzman 350461 0 295869 0 800 0 575 0 12521 0 660226 0 0 0 Arthur Levy 271220 0 192399 0 1151 0 504 0 32847 0 498121 0 0 0 Richard Barton 258473 0 182680 0 378 0 160 0 31296 0 472987 0 0 0 Manos Avramidis 211406 0 148386 0 175 0 391 0 28129 0 388487 0 0 0 FRANCIS VAN DEN BOSCH 187750 102409 0 0 0 0 0 0 5829 13803 193579 116212 0 0 Robert Smith 199971 0 71000 0 779 0 371 0 28052 0 300173 0 0 0 Toshio Fukuda 174086 0 70667 0 0 0 6260 0 13162 0 264175 0 0 0 Diane Laurenzo 177257 0 57000 0 692 0 340 0 33288 0 268577 0 0 0 Robert Morales 202360 0 15995 0 1180 0 367 0 7057 0 226959 0 0 0 Patricia Leonard 0 0 124264 0 256620 0 0 0 20766 0 401650 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. In addition, it is the Association's company policy to allow first-class travel for individuals who travel internationally. Charter flights for officers and key employees are also permitted per company policy TRAVEL FOR COMPANIONS --------------------- In accordance with company policy and his employment contract, spousal travel is provided for the Chief Executive Officer. 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 4A THE FOLLOWING RECEIVED SEVERENCE PAYMENTS DURING THE TAX YEAR: Patricia Leonard = $401,650 supplemental information 3 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. explanation attachment #1 FORM 990, PART VI, SECTION A, LINE 6-7B - "MEMBERS" 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. explanation attachment #2 FORM 990, PART VI, SECTION A, LINE 10- Process used to review the Form 990 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 directors and audit committee for review prior to filing. explanation attachment #3 FORM 990, PART VI, SECTION B, LINE 12c - conflict of interest policy 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. explanation attachment #4 FORM 990, Part VI, Sec b, Line 15a/b -Process for determining compensation 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 elected officials (CFO/Treasurer and CEO). The Committee reviews and recommends to the full Board all compensation matters that have to do with elected officials. The full Board reviews and approves the compensation of all elected officials. explanation attachment #5 FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE 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. explanation attachment #6 FORM 990, PART IV, LINE 12, CONSOLIDATED FINANCIAL STATEMENTS 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 MAY 31, 2010 WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. 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