2026-04-24T13:38:30-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-08-01 066011774 THE ENROLLMENT MANAGEMENT ASSOCIATION ENRO 6096835558 30 VREELAND DR 56 SKILLMAN NJ 08558 DAVID G AYNEJIAN CHIEF FINANCIAL OFFICER 6096835558 2026-04-24 1 0 X KERRI N BOGDA P00760402 7177404863 2026-04-24 2024 2025-03-06 01:10:19Z MICHAEL FLANAGAN CEO 30 VREELAND DR 56 SKILLMAN NJ 08558 19029531 0 X WWW.ENROLLMENT.ORG X 1966 NY ENROLLMENT SERVICES. 17 17 48 17 0 0 109251 43710 17155899 17872763 1517912 361328 33318 96676 18816380 18374477 22500 22500 0 0 8809181 8301328 0 0 0 9141718 10025361 17973399 18349189 842981 25288 15606943 14958856 5562378 4506810 10044565 10452046 X THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. (EMA) PROVIDES UNPARALLELED LEADERSHIP AND SERVICE IN MEETING THE ADMISSION ASSESSMENT AND ENROLLMENT NEEDS OF SCHOOLS, STUDENTS, AND FAMILIES. CONTINUED ON SCHEDULE O.EMA FULFILLS ITS MISSION BY ALLOCATING RESOURCES TO SERVICES WHICH SUSTAIN AND SUPPORT THESE STAKEHOLDER GROUPS. FOR MEMBER SCHOOLS, EMA PROVIDES HIGH QUALITY ADMISSION AND ASSESSMENT TOOLS AND RESOURCES, PROFESSIONAL TRAINING, INFORMATION AND RESEARCH, AND COLLEGIAL SUPPORT; REGIONALLY, NATIONALLY, AND INTERNATIONALLY. FOR STUDENTS AND THEIR FAMILIES, EMA OFFERS EFFECTIVE TEST PREPARATION, GUIDANCE, AND TESTING AND APPLICATION RESOURCES TO SUPPORT THE INDEPENDENT PRIVATE SCHOOL ADMISSION PROCESS. EMA WORKS WITH BOTH SCHOOLS AND FAMILIES TO ENSURE THE BEST POSSIBLE MATCH, BECAUSE WHEN GREAT SCHOOLS ENROLL GREAT STUDENTS, EVERYTHING IS POSSIBLE. 0 0 6052118 20000 15277642 TESTING ACTIVITIES: THE WIDE VARIABILITY NATURE OF ACADEMIC PROGRAMS AND STANDARDS THAT EXIST WITHIN SCHOOL PROGRAMS LIMITS THE OPPORTUNITIES TO COMPARE BASIC ACADEMIC ABILITY OF APPLICANTS TO OTHER SCHOOLS OR PROGRAMS. THE SSAT IS INTENDED TO PROVIDE A COMMON MEASURE FOR EVALUATING THE ABILITIES OF STUDENTS SEEKING ADMISSION TO PRIVATE SCHOOLS, FROM WHATEVER BACKGROUND OR EXPERIENCE, AND TO ASSESS THE POSSIBLE SUCCESS OF THESE STUDENTS. DESIGNED TO ENHANCE ACCESS TO PRIVATE AND INDEPENDENT SCHOOLS FOR STUDENTS OF ALL SOCIOECONOMIC BACKGROUNDS, EMA PROVIDES FEE WAIVERS EACH YEAR TO THOUSANDS OF STUDENTS WHOM OUR MEMBER SCHOOLS DETERMINE TO BE ELIGIBLE. CONTINUED ON SCHEDULE O.THESE FEE WAIVERS ALLOW STUDENTS TO TAKE THE SSAT, USE THE EMA PRACTICE PORTAL, AND APPLY TO PRIVATE SCHOOLS. THE AGGREGATE AMOUNT OF THESE FEE WAIVERS FOR JUNE 2025 WAS $ 838,694. A COMPREHENSIVE STUDENT WEB SITE ENSURES THAT STUDENTS AND FAMILIES CAN ACCESS INFORMATION ON ALL ASPECTS OF THE SSAT, INCLUDING TEST PREPARATION, TEST STRUCTURE AND COMPOSITION, SCORE INTERPRETATION, AND ONLINE TEST REGISTRATION. SCHOOLS ARE PROVIDED WITH THE INFORMATION AND TRAINING THEY NEED TO PROPERLY ADMINISTER THE SSAT AND TO ASSESS STUDENT SCORES. THE CHARACTER SKILLS SNAPSHOT WAS DEVELOPED TO PROVIDE SCHOOLS WITH A RELIABLE ASSESSMENT OF STUDENT CHARACTER SKILLS DEVELOPMENT FOR ADMISSION. 4651361 284928 SERVICE TO MEMBERS:EMA PROVIDES AN IMPRESSIVE ARRAY OF PROFESSIONAL ENROLLMENT AND ASSESSMENT RESOURCES TO SCHOOLS. BLOGS, PODCASTS, WEBINARS, PRINT MAGAZINES/SPECIAL REPORTS, AND A LIBRARY OF PROFESSIONAL RESOURCES KEEP MEMBERS CURRENT ON THE WIDE BREADTH OF EMA SERVICES AS WELL AS INDUSTRY NEWS, TRENDS, AND PRACTICES. EMA HELPS SCHOOLS FILL LATE OPENINGS BY FACILITATING A REFERRAL NETWORK. THE EMA STANDARD APPLICATION ONLINE IS ACCEPTED BY HUNDREDS OF MEMBER SCHOOLS AND HELPS CONNECT SCHOOLS WITH POTENTIAL APPLICANTS. 2465622 2500 2310193 ANNUAL CONFERENCE:THE EMA ANNUAL CONFERENCE DRAWS OVER 1,000 INDEPENDENT SCHOOL PROFESSIONALS EACH YEAR. THE ANNUAL CONFERENCE IS FOCUSED EXCLUSIVELY ON THE INFORMATION AND RESOURCE NEEDS OF INDEPENDENT SCHOOL ENROLLMENT PROFESSIONALS. THE ADMISSION TRAINING INSTITUTE AND THE ADMISSION DIRECTORS INSTITUTE ARE TWO-DAY PROGRAMS DELIVERED IN ADVANCE OF THE ANNUAL CONFERENCE, PROVIDING ESSENTIAL TRAINING EACH YEAR TO APPROXIMATELY 200 PEOPLE. 13169101 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 233 0 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CO CT FL GA ME MS NV NH OR SC WA WV CA X DAVID G AYNEJIAN CHIEF FINANCIAL OFFICER 6096835558 30 VREELAND DR 56 SKILLMAN NJ 08558 CLAIRE GOLDSMITH BOARD CHAIR 2.00 0.00 X X 0 0 0 MATTHEW LAI SECRETARY 2.00 0.00 X X 0 0 0 SANDRA TIMMONS TREASURER 2.00 0.00 X X 0 0 0 VICTORIA MURADI TRUSTEE 2.00 0.00 X 0 0 0 JENNA KING TRUSTEE 2.00 0.00 X 0 0 0 AMERICUS REED TRUSTEE 2.00 0.00 X 0 0 0 JIM HAMILTON TRUSTEE 2.00 0.00 X 0 0 0 PAMELA SAFFORD TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY SHIELDS TRUSTEE 2.00 0.00 X 0 0 0 MISTY SHIPLEY TRUSTEE 2.00 0.00 X 0 0 0 DEBRA WILSON TRUSTEE 2.00 0.00 X 0 0 0 JOHN HUTCHINS TRUSTEE 2.00 0.00 X 0 0 0 TOMOHIRO HOSHI TRUSTEE 2.00 0.00 X 0 0 0 MARJORIE MITCHELL TRUSTEE 2.00 0.00 X 0 0 0 ELLIOTT ROBINSON TRUSTEE 2.00 0.00 X 0 0 0 NIJA MAJMUDAR MEYER TRUSTEE 2.00 0.00 X 0 0 0 JONATHAN B WILLIAMS TRUSTEE 2.00 0.00 X 0 0 0 HEATHER HOERLE EXECUTIVE DIRECTOR & CEO 40.00 0.00 X 476718 0 122224 DAVID G AYNEJIAN CHIEF FINANCIAL OFFICER 40.00 0.00 X 266655 0 68645 MICHAEL FLANAGAN CEO AS OF 5/12/25 40.00 0.00 X 0 0 0 KEITH WRIGHT VP PSYCHOMETRICS AND ASSESSMENT 40.00 0.00 X 271181 0 42250 CHRISTINA DOTCHIN VP OF MEMBER RELATIONS 40.00 0.00 X 244946 0 39582 ROBYN LEWIS VP OF PRODUCT STRATEGY 40.00 0.00 X 227611 0 64267 KAM WAH JIM SR. DIRECTOR SOFTWARE ARCHITECTURE 40.00 0.00 X 257167 0 30315 JASMEET SANGARI DIRECTOR SW ARCH & ENGINEERING 40.00 0.00 X 226637 0 64648 HOMAYOON A ALBORZFARD DIRECTOR INFRA. SYSTEM SECURITY 40.00 0.00 X 189583 0 43766 HARIKA KAKKIRENI SENIOR FULL STACK DEVELOPER 40.00 0.00 X 191392 0 57712 MYONG CHOO LEAD SOFTWARE ENGINEER 40.00 0.00 X 187995 0 24091 2539885 0 557500 35 0 1 0 NPC INC 13710 DUNNINGS HIGHWAY CLAYSBURG PA 16625 TEST PROCESSING SERVICES 818440 PROMETRIC P O BOX 223608 PITTSBURGH PA 152512608 PROCTOR SERVICES 653624 DATA LISTING SERVICES LLC 8500 NORMANDALE LAKE BLVD SUITE 35 BLOOMINGTON MN 55437 CUSTOMER SERVICE 418055 FEDERAL EXPRESS PO BOX 371461 PITTSBURGH PA 152507461 SHIPPING SERVICES 350737 CDW GOVERNMENT N MILWAUKEE AV VERNIN HILLS IL 60061 IT SERVICES 286809 13 43710 43710 CANDIDATES TEST FEES 611710 12339202 12339202 MEMBERSHIP DUES 611710 2630543 2630543 ANNUAL CONFERENCE 611710 2310193 2310193 STUDENT PROSPECT LIST 611710 362625 362625 PRACTICE TEST 611710 230200 230200 17872763 346569 346569 669813 655054 14759 14759 14759 PLACEMENT REVENUE 900099 60400 60400 OTHER REVENUE 900099 33568 33568 CAREER CENTER 900099 2708 2708 96676 18374477 17872763 0 458004 2500 2500 20000 20000 1744153 1133700 610453 4992106 3244869 1747237 506413 329168 177245 566884 368475 198409 491772 319652 172120 398333 258916 139417 83847 54501 29346 10000 10000 47839 47839 1738467 1130004 608463 374006 243104 130902 532081 483686 48395 970444 630788 339656 81854 53205 28649 1755026 1140767 614259 296423 192675 103748 57707 37510 20197 TESTING HONORARIA 2694158 2694158 SERVICE CHARGES 384093 356357 27736 ITEM WRITING REVIEW 189760 189760 BAD DEBT EXPENSE 32705 32705 378618 252601 126017 18349189 13169101 5180088 0 4018601 2631924 117417 300317 410188 597051 350944 201032 7717679 7363467 543333 354212 10166460 10874320 15606943 14958856 1702461 2308288 3859917 2198522 5562378 4506810 X 10044565 10452046 10044565 10452046 15606943 14958856 25288 382193 0 X 0 1 X 1 0 X 30973 1596557 1189361 109251 43710 2969852 11633924 15144590 16878328 17155899 17872763 78685504 11664897 16741147 18067689 17265150 17916473 81655356 25000 25000 0 25000 25000 81630356 263436 206446 324338 335777 346569 1476566 263436 206446 324338 335777 346569 1476566 2509 2644 46322 33318 96676 181469 11930842 16950237 18438349 17634245 18359718 83313391 0.97980 0.98080 0.01770 0.01770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CAREER CENTER - 2020 AMOUNT: $ 2,500. 2021 AMOUNT: $ 2,260. 2022 AMOUNT: $ 1,965. 2023 AMOUNT: $ 2,088. 2024 AMOUNT: $ 2,708. OTHER REVENUE - 2020 AMOUNT: $ 9. 2021 AMOUNT: $ 384. 2022 AMOUNT: $ 44,357. 2023 AMOUNT: $ 980. 2024 AMOUNT: $ 33,568. PLACEMENT REVENUE - 2023 AMOUNT: $ 30,250. 2024 AMOUNT: $ 60,400. SCHEDULE A, PART II 2024 IS A SHORT YEAR RETURN FOR A CHANGE IN ACCOUNTING PERIOD. 0 0 0 0 0 0 0 0 1 10000 10000 0 PART II-B, LINE 1: THE ORGANIZATION PAYS BOLTON-ST.JOHNS LLC FOR LOBBYING EXPENSES. 476213 461818 14395 7241466 6901649 339817 354212 X 18708831 382193 -47839 334354 18374477 0 18374477 18301350 0 18301350 47839 47839 18349189 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2025 AND JULY 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON F/S -47,839. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON F/S 47,839. CENTRAL AMERICA AND THE CARIBBEAN 0 14 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 2843 EAST ASIA AND THE PACIFIC 0 36 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 7756 EUROPE (INCLUDING ICELAND & GREENLAND) 0 31 PROGRAM SERVICES - TEST ADMINISTRATION/COMPUTER CODING ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 7704 MIDDLE EAST AND NORTH AFRICA 0 22 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 5587 NORTH AMERICA 0 77 PROGRAM SERVICE-ADMINISTRATOR TRAINING SEE PART V SUPPLEMENTAL INFORMATION 12287 RUSSIA AND NEIGHBORING STATES 0 3 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 200 SOUTH AMERICA 0 7 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 2054 SOUTH ASIA 0 8 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 1616 SUB-SAHARAN AFRICA 0 52 PROGRAM SERVICES - TEST ADMINISTRATION ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. 13333 0 198 0 52 0 250 40047 13333 53380 0 0 0 0 0 0 PART I, LINE 3, COLUMN (E): REGION: NORTH AMERICA (E) SPECIFIC TYPES OF SERVICES IN REGION: ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS, EDUCATING SCHOOL ADMINISTRATORS ON PRODUCTS AND SERVICES. 1 CERTIFICATE PROGRAM SCHOLARSHIP 5 20000 N/A N/A PART I, LINE 2: EMA SUPPORTS A LEADERSHIP IN ENROLLMENT MANAGEMENT CERTIFICATE PROGRAM, CONDUCTED BY THE UNIVERSITY OF SOUTHERN CALIFORNIA'S ROSSIER SCHOOL OF EDUCATION. IN ORDER TO BE CONSIDERED FOR A BALMER SCHOLARSHIP, IT IS A REQUIREMENT THAT THE RECIPIENT IS ACCEPTED TO THE USC LEADERSHIP IN ENROLLMENT MANAGEMENT ONLINE CERTIFICATE PROGRAM. ADDITIONALLY, THEIR SCHOOL MUST BE A MEMBER IN GOOD STANDING WITH EMA. SCHOLARSHIPS ARE RESERVED FOR SITTING ADMISSION/ENROLLMENT DIRECTORS AND/OR ASSOCIATE DIRECTORS AT EMA MEMBER SCHOOLS. EMA PROVIDES UP TO FIVE $4,000 BALMER SCHOLARSHIPS ANNUALLY TO APPLICANTS FROM EMA MEMBER SCHOOLS WHO ARE ACCEPTED TO THE PROGRAM. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 HEATHER HOERLE EXECUTIVE DIRECTOR & CEO 472968 0 3750 0 0 0 102825 0 19399 0 598942 0 0 0 DAVID G AYNEJIAN CHIEF FINANCIAL OFFICER 240193 0 26462 0 0 0 30322 0 38323 0 335300 0 0 0 KEITH WRIGHT VP PSYCHOMETRICS AND ASSESSMENT 244905 0 26276 0 0 0 29486 0 12764 0 313431 0 0 0 ROBYN LEWIS VP OF PRODUCT STRATEGY 203926 0 23217 0 468 0 25883 0 38384 0 291878 0 0 0 JASMEET SANGARI DIRECTOR SW ARCH & ENGINEERING 202703 0 23179 0 755 0 25396 0 39252 0 291285 0 0 0 KAM WAH JIM SR. DIRECTOR SOFTWARE ARCHITECTURE 224584 0 32583 0 0 0 26817 0 3498 0 287482 0 0 0 CHRISTINA DOTCHIN VP OF MEMBER RELATIONS 219962 0 24144 0 840 0 26887 0 12695 0 284528 0 0 0 HARIKA KAKKIRENI SENIOR FULL STACK DEVELOPER 176388 0 15004 0 0 0 21962 0 35750 0 249104 0 0 0 HOMAYOON A ALBORZFARD DIRECTOR INFRA. SYSTEM SECURITY 180260 0 9323 0 0 0 21751 0 22015 0 233349 0 0 0 MYONG CHOO LEAD SOFTWARE ENGINEER 173605 0 14390 0 0 0 20764 0 3327 0 212086 0 0 0 PART I, LINE 1A ALL EMPLOYEES ARE ELIGIBLE FOR GYM REIMBURSEMENT UP TO $70 PER MONTH. THIS IS IN PAYROLL AND SUBJECT TO TAX. PART I, LINE 7 BONUSES IN SCHEDULE J, PART II, COLUMN B(II) REPRESENT RETENTION BONUSES DUE TO MERGER. SCHEDULE J, PART II, COLUMN (C) AMOUNT REPORTED IN COLUMN (C) FOR HEATHER HOERLE INCLUDES ADDITIONAL DEFERRED COMPENSATION AMOUNT OF $50,000. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF OFFICERS AND STANDING COMMITTEE CHAIRS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE GOVERNING BODY. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS ALL AUTHORITY OF THE TRUSTEES EXCEPT THAT IT MAY NOT TAKE ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, FILL VACANCIES IN THE BOARD OF TRUSTEES, FIX COMPENSATION OF ANY TRUSTEE, ALTER BYLAWS, AMEND OR REPEAL ANY RESOLUTION OF THE TRUSTEES, REMOVE OR APPOINT THE EXECUTIVE DIRECTOR/CEO OF THE CORPORATION, OR TAKE ANY ACTION WHICH HAS BEEN SPECIFICALLY RESERVED BY THE BOARD OF TRUSTEES AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 AND APPROVES IT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT ANNUALLY AND TO SUBMIT IT TO THE CORPORATE SECRETARY FOR REVIEW. IF A CONFLICT EXISTS WITH A TRUSTEE, THE TRUSTEE IS ASKED TO REMOVE HIMSELF OR HERSELF FROM DISCUSSION AND RECUSE HIMSELF OR HERSELF FROM THE VOTE ON SUCH MATTERS. IF A CONFLICT WITH AN EMPLOYEE WAS PRESENT, THE EXECUTIVE DIRECTOR/CEO AND, IF NEED BE, THE TRUSTEE WOULD WORK TO CORRECT THE CONFLICT. NO CONFLICTS EXISTED FOR THE FISCAL YEAR BEING FILED. FORM 990, PART VI, SECTION B, LINE 15 A THIRD PARTY COMPENSATION CONSULTANT IS HIRED PERIODICALLY BY THE TRUSTEES TO ANALYZE THE EXECUTIVE DIRECTOR/CEO'S SALARY AND BENEFIT PACKAGE. THE EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR REVIEWING THE CONSULTANT'S REPORT AND SETTING COMPENSATION STRATEGY SUCH THAT THE EXECUTIVE DIRECTOR/CEO IS PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION. SIMILARLY, THE EXECUTIVE DIRECTOR/CEO IS RESPONSIBLE FOR ENSURING THAT OTHER OFFICERS AND KEY EMPLOYEES ARE PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION, AND ALSO USES DATA FROM A THIRD PARTY COMPENSATION CONSULTANT. ALL COMPENSATION DOCUMENTATION IS RETAINED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.