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AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (EIN 53-0026940)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-14
IRS object ID
202631959349302218
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T17:13:51+00:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Oak St Suite 300AddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530026940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Society of Association ExecutivesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2026262723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 K Street Suite 500 NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE MASONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2026262723PhoneNum
Signature2026-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAmy BibbyPreparerPersonNm
PTINP00445891PTIN
Phone8282542254PhoneNum
Preparation2026-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE MASONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 K Street Suite 500 NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,148,637GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ASAECENTER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION OF MORE THAN 50,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING MORE THAN 7,400 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES, AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN 50 COUNTRIES AROUND THE GLOBE. OUR MEMBERS ORGANIZATIONS REPRESENT SUCH ESSENTIAL INDUSTRIES AND PROFESSIONS AS HEALTH CARE, MANUFACTURING, BANKING, LAW, ENERGY, INSURANCE, AND THE LIST GOES ON. WE ARE ALSO A LEADING VOICE FOR THE NONPROFIT SECTOR, ADVOCATING FOR VOLUNTARY ORGANIZATIONS SO THAT THEY MAY CONTINUE TO IMPROVE THE QUALITY OF LIFE IN THE UNITED STATES.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee103TotalEmployeeCnt
Total Volunteers1376TotalVolunteersCnt
Total Gross UBI$3,372,736TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,031,588NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,150PYContributionsGrantsAmt
CY Contributions Grants$742,900CYContributionsGrantsAmt
PY Program Service Revenue$21,843,017PYProgramServiceRevenueAmt
CY Program Service Revenue$22,917,590CYProgramServiceRevenueAmt
PY Investment Income$1,069,464PYInvestmentIncomeAmt
CY Investment Income$3,408,679CYInvestmentIncomeAmt
PY Other Revenue$1,417,722PYOtherRevenueAmt
CY Other Revenue$1,512,235CYOtherRevenueAmt
PY Total Revenue$24,333,353PYTotalRevenueAmt
CY Total Revenue$28,581,404CYTotalRevenueAmt
PY Grants And Similar Paid$177,397PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$89,185CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,717,051PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,387,099CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,136,644PYOtherExpensesAmt
CY Other Expenses$16,179,566CYOtherExpensesAmt
PY Total Expenses$25,031,092PYTotalExpensesAmt
CY Total Expenses$28,655,850CYTotalExpensesAmt
PY Revenues Less Expenses-$697,739PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$74,446CYRevenuesLessExpensesAmt
Total Assets BOY$60,357,126TotalAssetsBOYAmt
Total Assets EOY$57,662,958TotalAssetsEOYAmt
Total Liabilities BOY$15,169,496TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,510,671TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,187,630NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$46,152,287NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionASAE'S MISSION IS TO HELP ASSOCIATIONS AND ASSOCIATION PROFESSIONALS TRANSFORM SOCIETY THROUGH THE POWER OF COLLABORATION. WE ACCOMPLISH THIS BY FOSTERING A LEARNING COMMUNITY OF ASSOCIATION PROFESSIONALS, INDUSTRY PARTNERS, OUTSIDE THOUGHT LEADERS, AND OTHER STAKEHOLDERS WHO EMBRACE THIS VISION. IN FULFILLING ITS MISSION, ASAE HAS CREATED HUNDREDS OF PRODUCTS, SERVICES, PROGRAMS AND PUBLICATIONS THAT ENCOURAGE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF ASSOCIATION EXECUTIVES.MissionDesc
Significant New Program SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROFESSIONAL DEVELOPMENT - ASAE OFFERS MORE THAN 75 LEARNING EXPERIENCES FOR ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS AT ALL EXPERIENCE LEVELS. THESE LEARNING PROGRAMS ARE HELD FACE-TO-FACE IN WASHINGTON, DC, AND IN LOCATIONS AROUND THE COUNTRY, AS WELL AS ONLINE. SIGNATURE PROGRAMS INCLUDE: ANNUAL MEETING, MARKETING, MEMBERSHIP, COMMUNICATIONS AND TECHNOLOGY CONFERENCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP - THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES IS A MEMBERSHIP ORGANIZATION OF MORE THAN 45,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING 5,100 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN NEARLY 50 COUNTRIES AROUND THE WORLD. ASAE IS THE PREMIER SOURCE OF LEARNING AND KNOWLEDGE FOR THE ASSOCIATION AND NONPROFIT PROFESSION, AND PROVIDES RESOURCES, EDUCATION, IDEAS AND ADVOCACY TO ENHANCE THE POWER AND PERFORMANCE OF THE ASSOCIATION AND NONPROFIT COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescLEARNING CENTER FACILITY - ASAE OPERATES A LEARNING FACILITY IN WASHINGTON, DC THAT IS AVAILABLE FOR ORGANIZATIONS TO HOLD A VARIETY OF EVENTS. THE FACILITY IS ALSO USED FOR ASAE'S OWN EDUCATIONAL PROGRAMS. THE FACILITY IS LOCATED AT 1101 K STREET, NW AND IS A FULL-SERVICE MEETING FACILITY LOCATED A FEW BLOCKS FROM THE WHITE HOUSE. THE CONFERENCE CENTER ALSO PROVIDES AN EXCELLENT ENVIRONMENT FOR EDUCATIONAL SEMINARS, PRESENTATIONS, BOARD MEETINGS, STAFF TRAINING AND RETREATS, AND OTHER EVENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

DescDesc
PUBLIC POLICY & ADVOCACY - ASAE'S POWER OF A (POA) FUND IS A KEY COMPONENT OF ASAE'S PUBLIC POLICY PROGRAM. THE POA FUND HELPS TO ELEVATE ASAE'S PROFILE IN WASHINGTON AND ACROSS THE COUNTRY. THROUGH THE POWER OF A FUND, ASAE ADVOCATES FOR ASSOCIATIONS IN CONGRESS, REGULATORY AGENCIES AND THE COURTS. PART OF ASAE'S ADVOCACY ROLE IS ALSO TO GROW AWARENESS ABOUT THE CRITICAL ROLE ASSOCIATIONS PLAY IN THE ECONOMY AND IN SOCIETY AT LARGE. SUPPORT FOR THE POWER OF A FUND COMES FROM ASAE'S ANNUAL SUMMIT AWARDS DINNER. THIS FUNDRAISING EVENT BRINGS TOGETHER ASSOCIATION PROFESSIONALS AND BUSINESS AND INDUSTRY LEADERS TO CELEBRATE ASSOCIATIONS THAT HAVE CREATED EXEMPLARY PROGRAMS AND INITIATIVES TO ASSIST INDIVIDUALS IN NEED OR TO ADVANCE THEIR INDUSTRIES OR PROFESSIONS. ASAE CREATED THE POWER OF A AWARDS TO SHOWCASE HOW ASSOCIATIONS LEVERAGE THEIR UNIQUE RESOURCES TO SOLVE PROBLEMS, ADVANCE INDUSTRY/PROFESSIONAL PERFORMANCE, KICK START INNOVATION AND IMPROVE WORLD CONDITIONS. ASSOCIATIONS ARE INVOLVED IN ACTIVITIES EVERY DAY THAT MAKE A SUBSTANTIAL, POSITIVE IMPACT ON OUR LIVES.
ASSOCIATIONS NOW AND NEWSLETTERS - 'ASSOCIATIONS NOW,' THE AWARD-WINNING QUARTERLY MAGAZINE (CIRCULATION 21,000+), PROVIDES ARTICLES ON CURRENT TOPICS OF INTEREST TO ASSOCIATION EXECUTIVES. AUTHORS ARE GENERALLY ASSOCIATION EXECUTIVES WHO HAVE PARTICULAR EXPERTISE TO SHARE. ARTICLES ARE A MIX OF "HOW TO" ARTICLES WITH CASE STUDIES AND THOUGHT PIECES. THE ASSOCIATION ALSO PUBLISHES 14 ELECTRONIC NEWSLETTERS (SOME MONTHLY, SOME BIMONTHLY, AND SOME QUARTERLY) MEETING THE SPECIAL INTERESTS OF MEMBERS, AS WELL AS PRODUCING A VARIETY OF ONLINE-ONLY AND NEW-MEDIA CONTENT FOCUSED ON ISSUES OF CONCERN TO ASSOCIATION LEADERS AND EXECUTIVES. THERE IS ALSO A NEW ASSOCIATIONS NOW DAILY NEWS COMPONENT, SENT VIA EMAIL, CONSISTING OF QUICK-READ STORIES AND CURRENT HEADLINES THAT IMPACT ASSOCIATIONS. TOPICS INCLUDE LEADERSHIP, MEETINGS, MONEY & BUSINESS, AND TECHNOLOGY.
SECTIONS & ALLIED SOCIETIES - ASAE HAS 14 SECTIONS OR PROFESSIONAL INTEREST GROUPS, PROVIDING A COMMUNITY FOR NEARLY EVERY SUB-SPECIALTY WITHIN ASSOCIATION MANAGEMENT. EACH GROUP IS GOVERNED BY A SEPARATE COUNCIL THAT DETERMINES THE PRODUCTS AND SERVICES FOR ITS MEMBERS. TYPICAL OFFERINGS INCLUDE MONTHLY EDUCATIONAL SESSIONS, A NEWSLETTER, NETWORKING DIRECTORY, DEVELOPMENT OF SPECIAL SESSIONS AT MAJOR MEETINGS DEVOTED TO EACH GROUP'S INTERESTS, AND OTHER TECHNICAL PUBLICATIONS.
INFORMATION SALES - ASAE PUBLISHES A WIDE VARIETY OF BOOKS ON ASSOCIATION MANAGEMENT TOPICS, INCLUDING MARKETING, COMMUNICATIONS, MEMBERSHIP, FINANCE, VOLUNTEER MANAGEMENT, CONVENTIONS, MEETINGS, AND EDUCATION. MANY SURVEYS ARE ALSO PUBLISHED, INCLUDING THE ASSOCIATION EXECUTIVE COMPENSATION STUDY, POLICIES S, OPERATING RATIO REPORT, AND ASSOCIATION TECHNOLOGY TRENDS.
RESEARCH - ASAE'S RESEARCH ADVANCES KNOWLEDGE IN NONPROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. ASAE IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS. ASAE COLLECTS AND AGGREGATES SURVEY DATA TO HELP ITS MEMBERS INCREASE THEIR OPERATIONAL EFFICIENCY. BENCHMARKING PUBLICATIONS INCLUDE COMPENSATION, POLICIES AND PROCEDURES, OPERATING RATIOS AND MORE. ASAE CONDUCTS AN ANNUAL MEMBER NEEDS ASSESSMENT, LEARNING PROGRAM EVALUATIONS, AND DATA MINING TO HELP ASAE SERVE EACH MEMBER. ASAE HELPS NONPROFIT ORGANIZATIONS BY ASSISTING THEM IN GATHERING MARKET INTELLIGENCE OF THEIR OWN MEMBERS, EITHER BY SURVEY QUESTION SHARING OR DATA ANALYSIS PROJECTS. ASAE CONNECTS NONPROFIT ORGANIZATIONS FROM AROUND THE WORLD TO ALLOW ORGANIZATIONS TO BENCHMARK AGAINST EACH OTHER AND FACILITATE RESEARCH OF ASSOCIATION'S MEMBERS. ASAE HAS PRODUCED THOUGHT-PROVOKING RESEARCH ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING AND THE ECONOMY.
CERTIFIED ASSOCIATION EXECUTIVE - THE CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM, THE ONLY CERTIFICATION PROGRAM FOR ASSOCIATION EXECUTIVES, IS DESIGNED TO ELEVATE PROFESSIONAL STANDARDS, ENHANCE INDIVIDUAL PERFORMANCE, AND DESIGNATE ASSOCIATION PROFESSIONALS WHO DEMONSTRATE THE KNOWLEDGE ESSENTIAL TO THE PRACTICE OF ASSOCIATION MANAGEMENT. FOUNDED IN 1960, THE CAE PROGRAM STANDS AS A MARK OF EXCELLENCE AND HAS EVOLVED TO REFLECT WHAT IT TAKES TO MANAGE AN ASSOCIATION IN TODAY'S CHALLENGING CLIMATE. EARNING AND MAINTAINING THE CAE IS A THREE-PART PROCESS. CANDIDATES MUST FIRST MEET ELIGIBILITY REQUIREMENTS AND SUBMIT AN APPLICATION. THE NEXT STEP IS TO SIT FOR AND PASS THE CAE EXAM. ONCE CANDIDATES HAVE EARNED THE CREDENTIAL, THEY MUST MAINTAIN IT BY FULFILLING CERTIFICATION RENEWAL REQUIREMENTS EVERY THREE YEARS. ASAE'S CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM HAS BEEN GRANTED ACCREDITATION BY THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA). NCCA ACCREDITATION PROVIDES INDEPENDENT VALIDATION THAT THE CAE PROGRAM MEETS OR EXCEEDS TWENTY-ONE STANDARDS CONCERNING VARIOUS ASPECTS OF THE CERTIFICATION PROGRAM INCLUDING ITS PURPOSE, STRUCTURE, GOVERNANCE, PSYCHOMETRIC FOUNDATION, POLICIES, AND PROCEDURES. ACCREDITATION VALIDATES THE INTEGRITY OF THE PROGRAM, AND IS A MARK OF QUALITY. EARNING ACCREDITATION IS A PUBLIC DEMONSTRATION OF ASAE AND THE CAE COMMISSION'S COMMITMENT TO THE CAE CREDENTIAL AS A TRUE PROFESSIONAL CERTIFICATION.
CONSCIOUS INCLUSION - IN PRINCIPLE AND IN PRACTICE, ASAE VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ASSOCIATION MANAGEMENT. ASAE PROMOTES INVOLVEMENT AND EXPANDED ACCESS TO LEADERSHIP OPPORTUNITY REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS TIME AND RESOURCES TO ACCOMPLISH THIS OBJECTIVE WHILE SERVING AS A MODEL TO OTHER ASSOCIATIONS ENGAGED IN SUCH ENDEAVORS.
ASAE Community Impact Coalition - The ASAE Community Impact Coalition is a collaborative advocacy initiative led by ASAE to represent and protect the interests of the association community in connection with federal tax policy. The Coalition brings together associations and stakeholders to monitor legislative developments, analyze the potential impact of proposed tax reforms, and engage in education and advocacy efforts with policymakers. Through coordinated outreach, research, and communication, the Coalition works to promote tax policies that support the nonprofit sector and ensure that associations can continue to fulfill their missions effectively.
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document111IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee103EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE MASONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026262723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 K Street Suite 500 NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Heidi Brock
Chair2.00.0Yes (X)Yes (X)$0$0$0
Jay L Karen CAE
Chair Elect2.01.0Yes (X)Yes (X)$0$0$0
Lynda J Patterson FASAE CAE
Immediate Past Chair of the ASAE Board2.00.0Yes (X)Yes (X)$0$0$0
Sheri Sesay-Tuffour PhD FASAE CAE
Chair Finance Committee Secretary-Treasurer2.01.0Yes (X)Yes (X)$0$0$0
Annie Storey CAE
Board Member2.00.0Yes (X)$0$0$0
Arthur Evans Jr PHD
Board Member2.00.0Yes (X)$0$0$0
Carmen Elliott MS CAE
Board Member2.01.0Yes (X)$0$0$0
Clarence Anthony
Board Member2.00.0Yes (X)$0$0$0
Debbie Trueblood MSW FASAE IOM CAE
Board Member2.00.0Yes (X)$0$0$0
Haley Cox
Board Member2.01.0Yes (X)$0$0$0
Jason Oxman JD MS CAE
Board Member2.00.0Yes (X)$0$0$0
Jerald Jacobs Esq
General Council, Ex Officio Board Member2.01.0Yes (X)$0$0$0
Johnnie White MBA CMP CAE
Board Member2.01.0Yes (X)$0$0$0
Kimberly Napolitano
Board Member2.01.0Yes (X)$0$0$0
Leslie Hortum
Board Member2.00.0Yes (X)$0$0$0
Mark Beebe CAE
Board Member2.01.0Yes (X)$0$0$0
Mary Wheatley IOM CAE
Board Member2.01.0Yes (X)$0$0$0
Philip K Bell CAE
Board Member2.01.0Yes (X)$0$0$0
Preet Bassi CAE
Board Member2.01.0Yes (X)$0$0$0
Heather Dean
CFAO37.50.0Yes (X)$316,484$0$30,234
Michelle Mason FASAE CAE
CEO, Ex-Officio Board Member31.85.8Yes (X)$897,736$162,582$49,301
Elizabeth PiperBach
President, ASAE Business Services, Inc37.50.0$355,697$0$12,630Yes (X)
Reginald Henry
CHIEF INFORMATION OFFICER37.50.0$359,364$0$21,724Yes (X)
Amy Hissrich
VICE PRESIDENT, INTERNATIONAL AFFAIR37.50.0$182,331$0$17,865Yes (X)
John Bacon
Vice President, Enterprise Sales37.50.0$312,537$0$5,642Yes (X)
Lida Khodabakhshi
Vice President, Finance37.50.0$187,159$0$27,730Yes (X)
Mary Kate Cunningham
CHIEF PUBLIC POLICY AND GOV. OFF.37.50.0$259,465$0$13,458Yes (X)
Pamela Troop
SENIOR DIRECTOR, MEETINGS37.50.0$174,660$0$31,401Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,045,433TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$162,582TotReportableCompRltdOrgAmt
Total Other Compensation$209,985TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K38IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Yes& Holdings LLC
1700 Diagonal Road Suite 450AlexandriaVA22314Event management Services$550,040
Pillsbury Winthrop Shaw Pittman
1200 17th Street NorthwestWashingtonDC20036Legal services$342,094
Cherry Bekaert Advisory LLC
3800 Glenwood AvenueRaleighNC27612Financial Advisory Services$274,964
RSM US LLP
5155 Paysphere CircleChicagoIL60674Audit, Tax and consulting services$211,769
Tourism Economics LLC
303 West Lancaster AvenueWaynePA19087Research, advisory, and data analytics Services$200,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
All Other Contributions$742,900AllOtherContributionsAmt
Total Contributions$742,900TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETINGS, EXPOS, EDU.900099$11,686,891$10,650,511$1,036,380
MEMBERSHIP900099$4,154,845$4,154,845
SPONSORSHIPS900099$4,047,338$4,047,338
PERIODICALS/PUBLICATIONS541800$2,272,372$2,272,372
AWARDS & PROF. CERTIFICATIONS900099$756,144$756,144

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$22,917,590TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,120,320TotalRevenueColumnAmt
Exclusion$1,120,320ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,044,332TotalRevenueColumnAmt
Unrelated Business Revenue$63,984UnrelatedBusinessRevenueAmt
Exclusion$980,348ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,254,192SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,965,833SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,288,359SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,288,359TotalRevenueColumnAmt
Exclusion$2,288,359ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$638,360FundraisingGrossIncomeAmt
Fundraising Direct Expenses$577,932FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,428TotalRevenueColumnAmt
Exclusion$60,428ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$399,411GrossSalesOfInventoryAmt
Cost Of Goods Sold$23,468CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$375,943TotalRevenueColumnAmt
Exclusion$375,943ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
BAD DEBT RECOVERY900099$30,390$30,390
MAILING LIST RENTALS900099$1,142$1,142

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$31,532OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,581,404TotalRevenueColumnAmt
Related Or Exempt Func Income$19,608,838RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,372,736UnrelatedBusinessRevenueAmt
Exclusion$4,856,930ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$89,185TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,929,281TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,996,371TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,086,509TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$565,846TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$809,092TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$327,841TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$374,376TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$136,594TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,804,643TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$963,670TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,243,027TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,264,502TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$14,962TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,810,095TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$325,791TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,878,489TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$258,458TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$179,558TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TAXES$228,080
TEMP HELP$115,303
DUES & SUBSCRIPTIONS$87,938
BOARD COMMITTEE AWARDS$50,794

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$884,555TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,655,850TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,736,660BOYAmt
EOY$4,930,817EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,378,948BOYAmt
EOY$1,434,210EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$28,972BOYAmt
EOY$17,898EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$756,449BOYAmt
EOY$790,799EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,069,072LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,298,687LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$436,838BOYAmt
EOY$770,385EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,032,261BOYAmt
EOY$36,551,686EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,474,349BOYAmt
EOY$8,361,772EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,512,649BOYAmt
EOY$4,805,391EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,357,126BOYAmt
EOY$57,662,958EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,377,863BOYAmt
EOY$5,498,851EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,576,928BOYAmt
EOY$4,164,371EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,214,705BOYAmt
EOY$1,847,449EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,169,496BOYAmt
EOY$11,510,671EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$45,049,552BOYAmt
EOY$46,023,949EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$138,078BOYAmt
EOY$128,338EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,187,630BOYAmt
EOY$46,152,287EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,357,126BOYAmt
EOY$57,662,958EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$74,446ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$54,277NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$984,826OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Exempt Function Expend$0TotalExemptFunctionExpendAmt

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASAE POLITICAL ACTION COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 K Street Suite 500 NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN521746813EIN
Paid Internal Funds$0PaidInternalFundsAmt
Contributions Rcvd Dlvr$0ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (true)AgreeCarryoverPriorYearInd
Dues Assessments$4,148,160DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$921,363NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$738,763NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$182,600NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$954,077AggregateReportedDuesNtcAmt
Taxable-$771,477TaxableAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part I-CFormAndLineReferenceDesc
ExplanationASAE HAS A POLITICAL ACTION COMMITTEE, BUT DOES NOT COLLECT ANY CONTRIBUTIONS THEREFORE - THE PAC IS RESPONSIBLE FOR ITS OWN FUNDRAISING ACTIVITIES. ASAE DOES PAY SOME PERMITTED ADMINISTRATIVE EXPENSES OF THE PAC; THESE ARE INCLUDED IN THE LOBBYING EXPENDITURE TOTAL IN PART III-B, LINE 2A.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,930,666OtherCostOrOtherBasisAmt
Depreciation$1,807,562DepreciationAmt
Book Value$123,104BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,548,755OtherCostOrOtherBasisAmt
Depreciation$3,481,822DepreciationAmt
Book Value$66,933BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$589,651OtherCostOrOtherBasisAmt
Depreciation$9,303DepreciationAmt
Book Value$580,348BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$770,385TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
INVESTMENTS HELD TO FUND DEFERRED COMPENSATION$252,440F
INVESTMENT IN ABSI$8,109,332F
FieldValueIRS element (for citing)
Total Book Value Securities$8,361,772TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$3,627,904
RIGHT OF USE ASSET$1,177,487
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,805,391TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Federal Income Taxes
DEFERRED COMPENSATION$252,440
DEFERRED RENT$1,595,009
FieldValueIRS element (for citing)
Total Liability$1,847,449TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$30,435,002TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$54,277NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$820,011DonatedServicesAndUseFcltsAmt
Other Revenue$544,894OtherRevenueAmt
Revenue Not Reported$1,419,182RevenueNotReportedAmt
Revenue Subtotal$29,015,820RevenueSubtotalAmt
Investment Expenses Not Incld$136,594InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$571,010OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$434,416RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,581,404TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$29,910,277TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$820,011DonatedServicesUseFcltsAmt
Other Expenses Included$571,010OtherExpensesIncludedAmt
Expenses Not Reported$1,391,021ExpensesNotReportedAmt
Expenses Subtotal$28,519,256ExpensesSubtotalAmt
Investment Expenses Not Incld2$136,594InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$136,594ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,655,850TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE DAVE AND LOIS BELDEN LEADERSHIP AWARD, NAMED FOR THE AMERICAN SOCIETY OF MECHANICAL ENGINEER'S (ASME'S) EXECUTIVE DIRECTOR, DAVID L. BELDEN, PH.D, WHO RETIRED IN 2002 AFTER 15 YEARS OF SERVICE, WAS ORIGINALLY INTENDED TO INCLUDE A SCHOLARSHIP FOR A CHIEF EXECUTIVE AND A CHIEF ELECTED OFFICER OF AN ENGINEERING SOCIETY TO ATTEND ONE OF ASAE'S CEO SEMINARS EACH YEAR. NO AMOUNTS WERE DISTRIBUTED DURING THE FISCAL YEAR.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteASAE is exempt from the payment of income taxes on its exempt activities under Section 501(c)(6) of the Internal Revenue Code (IRC). ASAE IS SUBJECT TO INCOME TAX ON ITS UNRELATED BUSINESS INCOME, NET OF APPLICABLE DEDUCTIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990EQUITY IN SUBSIDIARY - 544894
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsCOST OF GOODS SOLD - -23468 FUNDRAISING EXPENSE - -577932 BAD DEBT RECOVERY - 30390
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990COST OF GOODS SOLD - 23468 BAD DEBT RECOVERY - -30390 FUNDRAISING EXPENSE - 577932

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North America (Canada & Mexico only)00Program ServicesEducation$355,648
South Asia00Program ServicesEducation$31,237
Europe (Including Iceland and Greenland)00Program ServicesEducation$12,129
East Asia and the Pacific00Program ServicesEducation$853,399
Europe (Including Iceland and Greenland)00Investments$8,489,445
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$9,741,858SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$9,741,858TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationEAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH ASIA-CashExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Summit Awards DinnerEvent1Nm
Gross Receipts Event1$638,360GrossReceiptsEvent1Amt
Gross Revenue Event1$638,360GrossRevenueEvent1Amt
Rent Facility Costs Event1$273,611RentFacilityCostsEvent1Amt
Food And Beverage Event1$199,429FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$104,892OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$638,360GrossReceiptsTotalAmt
Gross Revenue Total Events$638,360GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$273,611RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$199,429FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$104,892OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$577,932DirectExpenseSummaryEventsAmt
Net Income Summary$60,428NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASAE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 K Street Suite 500 NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521300485RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$40,279CashGrantAmt
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationMONEY IS GIVEN TO ASAE RESEARCH FOUNDATION TO SUPPORT PROGRAMS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Michelle Mason FASAE CAE
CEO, Ex-Officio Board Member$705,170$127,708$191,037$34,597$1,529$277$34,078$6,172$7,663$1,388$939,477$170,142$0$0
Heather Dean
CFAO$305,598$0$10,000$0$886$0$10,333$0$19,901$0$346,718$0$0$0
Reginald Henry
CHIEF INFORMATION OFFICER$344,030$0$10,000$0$5,334$0$12,691$0$9,033$0$381,088$0$0$0
Elizabeth PiperBach
President, ASAE Business Services, Inc$268,112$0$78,933$0$8,652$0$11,634$0$996$0$368,327$0$0$0
John Bacon
Vice President, Enterprise Sales$191,900$0$120,309$0$328$0$5,124$0$518$0$318,179$0$0$0
Mary Kate Cunningham
CHIEF PUBLIC POLICY AND GOV. OFF.$249,087$0$10,000$0$378$0$12,864$0$594$0$272,923$0$0$0
Lida Khodabakhshi
Vice President, Finance$179,357$0$7,400$0$402$0$7,801$0$19,929$0$214,889$0$0$0
Pamela Troop
SENIOR DIRECTOR, MEETINGS$162,767$0$7,500$0$4,393$0$8,426$0$22,975$0$206,061$0$0$0
Amy Hissrich
VICE PRESIDENT, INTERNATIONAL AFFAIR$176,494$0$5,000$0$837$0$8,883$0$8,982$0$200,196$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 1aFormAndLineReferenceDesc
ExplanationCEO'S CONTRACT INCLUDES SPOUSE TRAVEL, FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF 4 HOURS (ALTHOUGH THIS IS SELDOM USED), LOCAL SOCIAL CLUB DUES FOR BUSINESS MEETINGS AND LUNCHES, AND TAX GROSS-UP ON SPECIFIC BENEFIT ITEMS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 BRIEF MISSIONLEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES, AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN 50 COUNTRIES AROUND THE GLOBE. OUR MEMBERS ORGANIZATIONS REPRESENT SUCH ESSENTIAL INDUSTRIES AND PROFESSIONS AS HEALTH CARE, MANUFACTURING, BANKING, LAW, ENERGY, INSURANCE, AND THE LIST GOES ON. WE ARE ALSO A LEADING VOICE FOR THE NONPROFIT SECTOR, ADVOCATING FOR VOLUNTARY ORGANIZATIONS SO THAT THEY MAY CONTINUE TO IMPROVE THE QUALITY OF LIFE IN THE UNITED STATES.
Form 990, Part III, Line 1 ORGANIZATION'S MISSIONPROGRAMS AND PUBLICATIONS THAT ENCOURAGE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF ASSOCIATION EXECUTIVES.
Form 990, Part III, Line 2 New program servicesSee Schedule O - ASAE COMMUNITY IMPACT COALITION.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) PUBLIC POLICY & ADVOCACY - ASAE'S POWER OF A (POA) FUND IS A KEY COMPONENT OF ASAE'S PUBLIC POLICY PROGRAM. THE POA FUND HELPS TO ELEVATE ASAE'S PROFILE IN WASHINGTON AND ACROSS THE COUNTRY. THROUGH THE POWER OF A FUND, ASAE ADVOCATES FOR ASSOCIATIONS IN CONGRESS, REGULATORY AGENCIES AND THE COURTS. PART OF ASAE'S ADVOCACY ROLE IS ALSO TO GROW AWARENESS ABOUT THE CRITICAL ROLE ASSOCIATIONS PLAY IN THE ECONOMY AND IN SOCIETY AT LARGE. SUPPORT FOR THE POWER OF A FUND COMES FROM ASAE'S ANNUAL SUMMIT AWARDS DINNER. THIS FUNDRAISING EVENT BRINGS TOGETHER ASSOCIATION PROFESSIONALS AND BUSINESS AND INDUSTRY LEADERS TO CELEBRATE ASSOCIATIONS THAT HAVE CREATED EXEMPLARY PROGRAMS AND INITIATIVES TO ASSIST INDIVIDUALS IN NEED OR TO ADVANCE THEIR INDUSTRIES OR PROFESSIONS. ASAE CREATED THE POWER OF A AWARDS TO SHOWCASE HOW ASSOCIATIONS LEVERAGE THEIR UNIQUE RESOURCES TO SOLVE PROBLEMS, ADVANCE INDUSTRY/PROFESSIONAL PERFORMANCE, KICK START INNOVATION AND IMPROVE WORLD CONDITIONS. ASSOCIATIONS ARE INVOLVED IN ACTIVITIES EVERY DAY THAT MAKE A SUBSTANTIAL, POSITIVE IMPACT ON OUR LIVES.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) ASSOCIATIONS NOW AND NEWSLETTERS - 'ASSOCIATIONS NOW,' THE AWARD-WINNING QUARTERLY MAGAZINE (CIRCULATION 21,000+), PROVIDES ARTICLES ON CURRENT TOPICS OF INTEREST TO ASSOCIATION EXECUTIVES. AUTHORS ARE GENERALLY ASSOCIATION EXECUTIVES WHO HAVE PARTICULAR EXPERTISE TO SHARE. ARTICLES ARE A MIX OF "HOW TO" ARTICLES WITH CASE STUDIES AND THOUGHT PIECES. THE ASSOCIATION ALSO PUBLISHES 14 ELECTRONIC NEWSLETTERS (SOME MONTHLY, SOME BIMONTHLY, AND SOME QUARTERLY) MEETING THE SPECIAL INTERESTS OF MEMBERS, AS WELL AS PRODUCING A VARIETY OF ONLINE-ONLY AND NEW-MEDIA CONTENT FOCUSED ON ISSUES OF CONCERN TO ASSOCIATION LEADERS AND EXECUTIVES. THERE IS ALSO A NEW ASSOCIATIONS NOW DAILY NEWS COMPONENT, SENT VIA EMAIL, CONSISTING OF QUICK-READ STORIES AND CURRENT HEADLINES THAT IMPACT ASSOCIATIONS. TOPICS INCLUDE LEADERSHIP, MEETINGS, MONEY & BUSINESS, AND TECHNOLOGY.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) SECTIONS & ALLIED SOCIETIES - ASAE HAS 14 SECTIONS OR PROFESSIONAL INTEREST GROUPS, PROVIDING A COMMUNITY FOR NEARLY EVERY SUB-SPECIALTY WITHIN ASSOCIATION MANAGEMENT. EACH GROUP IS GOVERNED BY A SEPARATE COUNCIL THAT DETERMINES THE PRODUCTS AND SERVICES FOR ITS MEMBERS. TYPICAL OFFERINGS INCLUDE MONTHLY EDUCATIONAL SESSIONS, A NEWSLETTER, NETWORKING DIRECTORY, DEVELOPMENT OF SPECIAL SESSIONS AT MAJOR MEETINGS DEVOTED TO EACH GROUP'S INTERESTS, AND OTHER TECHNICAL PUBLICATIONS.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) INFORMATION SALES - ASAE PUBLISHES A WIDE VARIETY OF BOOKS ON ASSOCIATION MANAGEMENT TOPICS, INCLUDING MARKETING, COMMUNICATIONS, MEMBERSHIP, FINANCE, VOLUNTEER MANAGEMENT, CONVENTIONS, MEETINGS, AND EDUCATION. MANY SURVEYS ARE ALSO PUBLISHED, INCLUDING THE ASSOCIATION EXECUTIVE COMPENSATION STUDY, POLICIES S, OPERATING RATIO REPORT, AND ASSOCIATION TECHNOLOGY TRENDS.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) RESEARCH - ASAE'S RESEARCH ADVANCES KNOWLEDGE IN NONPROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. ASAE IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS. ASAE COLLECTS AND AGGREGATES SURVEY DATA TO HELP ITS MEMBERS INCREASE THEIR OPERATIONAL EFFICIENCY. BENCHMARKING PUBLICATIONS INCLUDE COMPENSATION, POLICIES AND PROCEDURES, OPERATING RATIOS AND MORE. ASAE CONDUCTS AN ANNUAL MEMBER NEEDS ASSESSMENT, LEARNING PROGRAM EVALUATIONS, AND DATA MINING TO HELP ASAE SERVE EACH MEMBER. ASAE HELPS NONPROFIT ORGANIZATIONS BY ASSISTING THEM IN GATHERING MARKET INTELLIGENCE OF THEIR OWN MEMBERS, EITHER BY SURVEY QUESTION SHARING OR DATA ANALYSIS PROJECTS. ASAE CONNECTS NONPROFIT ORGANIZATIONS FROM AROUND THE WORLD TO ALLOW ORGANIZATIONS TO BENCHMARK AGAINST EACH OTHER AND FACILITATE RESEARCH OF ASSOCIATION'S MEMBERS. ASAE HAS PRODUCED THOUGHT-PROVOKING RESEARCH ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING AND THE ECONOMY.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) CERTIFIED ASSOCIATION EXECUTIVE - THE CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM, THE ONLY CERTIFICATION PROGRAM FOR ASSOCIATION EXECUTIVES, IS DESIGNED TO ELEVATE PROFESSIONAL STANDARDS, ENHANCE INDIVIDUAL PERFORMANCE, AND DESIGNATE ASSOCIATION PROFESSIONALS WHO DEMONSTRATE THE KNOWLEDGE ESSENTIAL TO THE PRACTICE OF ASSOCIATION MANAGEMENT. FOUNDED IN 1960, THE CAE PROGRAM STANDS AS A MARK OF EXCELLENCE AND HAS EVOLVED TO REFLECT WHAT IT TAKES TO MANAGE AN ASSOCIATION IN TODAY'S CHALLENGING CLIMATE. EARNING AND MAINTAINING THE CAE IS A THREE-PART PROCESS. CANDIDATES MUST FIRST MEET ELIGIBILITY REQUIREMENTS AND SUBMIT AN APPLICATION. THE NEXT STEP IS TO SIT FOR AND PASS THE CAE EXAM. ONCE CANDIDATES HAVE EARNED THE CREDENTIAL, THEY MUST MAINTAIN IT BY FULFILLING CERTIFICATION RENEWAL REQUIREMENTS EVERY THREE YEARS. ASAE'S CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM HAS BEEN GRANTED ACCREDITATION BY THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA). NCCA ACCREDITATION PROVIDES INDEPENDENT VALIDATION THAT THE CAE PROGRAM MEETS OR EXCEEDS TWENTY-ONE STANDARDS CONCERNING VARIOUS ASPECTS OF THE CERTIFICATION PROGRAM INCLUDING ITS PURPOSE, STRUCTURE, GOVERNANCE, PSYCHOMETRIC FOUNDATION, POLICIES, AND PROCEDURES. ACCREDITATION VALIDATES THE INTEGRITY OF THE PROGRAM, AND IS A MARK OF QUALITY. EARNING ACCREDITATION IS A PUBLIC DEMONSTRATION OF ASAE AND THE CAE COMMISSION'S COMMITMENT TO THE CAE CREDENTIAL AS A TRUE PROFESSIONAL CERTIFICATION.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) CONSCIOUS INCLUSION - IN PRINCIPLE AND IN PRACTICE, ASAE VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ASSOCIATION MANAGEMENT. ASAE PROMOTES INVOLVEMENT AND EXPANDED ACCESS TO LEADERSHIP OPPORTUNITY REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS TIME AND RESOURCES TO ACCOMPLISH THIS OBJECTIVE WHILE SERVING AS A MODEL TO OTHER ASSOCIATIONS ENGAGED IN SUCH ENDEAVORS.
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ including grants of $) ASAE Community Impact Coalition - The ASAE Community Impact Coalition is a collaborative advocacy initiative led by ASAE to represent and protect the interests of the association community in connection with federal tax policy. The Coalition brings together associations and stakeholders to monitor legislative developments, analyze the potential impact of proposed tax reforms, and engage in education and advocacy efforts with policymakers. Through coordinated outreach, research, and communication, the Coalition works to promote tax policies that support the nonprofit sector and ensure that associations can continue to fulfill their missions effectively.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeASAE HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE OFFICERS OF ASAE. IT MAY ACT IN THE PLACE OF THE BOARD OF DIRECTORS WHEN AUTHORITY IS DESIGNATED BY THE BOARD, OR IN EMERGENCY MATTERS WHERE EXECUTIVE COMMITTEE ACTION IS TEMPORARY AND SUBJECT TO RATIFICATION BY THE BOARD.
Form 990, Part VI, Line 6 Classes of members or stockholdersREGULAR MEMBERSHIP. REGULAR MEMBERSHIP IS LIMITED TO QUALIFIED INDIVIDUALS WHO PAY APPLICABLE DUES ESTABLISHED BY THE BOARD OF DIRECTORS AND MEET THE CRITERIA FOR ONE OF THE FOLLOWING CLASSES OF REGULAR MEMBERSHIP: (A) CHIEF EXECUTIVE (B) PROFESSIONAL STAFF (C) INDUSTRY PARTNER (D) CONSULTANT OTHER MEMBERSHIP CLASSES. THE BOARD OF DIRECTORS MAY ESTABLISH OTHER MEMBERSHIP CLASSES THAT ARE INELIGIBLE TO SERVE AS DIRECTORS OR OFFICERS. LIFE AND HONORARY MEMBERSHIP. LIFE AND HONORARY MEMBERSHIP MAY BE CONFERRED UPON INDIVIDUALS UNDER TERMS THE BOARD OF DIRECTORS DETERMINES.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyFOUR CANDIDATES FOR DIRECTOR-AT-LARGE (PLUS ONE MORE WHEN AN INDUSTRY PARTNER BOARD SEAT IS OPEN) AND ONE CANDIDATE FOR SECRETARY-TREASURER ARE NOMINATED BY THE LEADERSHIP COMMITTEE EACH YEAR. THE MEMBERSHIP IS GIVEN AT LEAST 30 DAYS TO PROVIDE ADDITIONAL NOMINATIONS, WHICH MUST BE SUPPORTED BY A WRITTEN PETITION SIGNED BY AT LEAST 2-1/2 PERCENT OF VOTING MEMBERS OF ASAE. IF THERE ARE NOMINEES BY PETITION, THE LEADERSHIP COMMITTEE SUBMITS A BALLOT TO THE VOTING MEMBERS AT LEAST 60 DAYS BEFORE THE END OF THE FISCAL YEAR IDENTIFYING THOSE NOMINATED BY THE COMMITTEE AND THOSE NOMINATED BY PETITION. THE REGULAR MEMBERS THEN APPROVE THE NOMINEES IN WRITING BY POSTAL OR OTHER DELIVERY OR BY ELECTRONIC MEANS WHERE AT LEAST 2 1/2 PERCENT OF REGULAR MEMBERS PARTICIPATE. IF THERE ARE NO NOMINEES BY PETITION, THE NOMINEES OF THE LEADERSHIP COMMITTEE ARE AUTOMATICALLY ELECTED. MEMBERS OF THE LEADERSHIP COMMITTEE ARE APPOINTED BY ASAE'S CHAIRMAN, WITH THE APPROVAL OF THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersASAE'S BYLAWS ARE AMENDED BY THE BOARD OF DIRECTORS UPON A TWO-THIRDS VOTE, PROVIDED 60 DAYS ADVANCE NOTICE IS PROVIDED TO THE REGULAR VOTING MEMBERS IS INCLUDED IN AN ASAE MEMBERSHIP PUBLICATION, SUCH AS ASSOCIATIONS NOW MAGAZINE.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 990 returns are prepared by the 3rd party preparer working with the CFAO and the VP, Finance. Once they are comfortable with the completeness and accuracy of the document, it is provided to the CEO for review and is uploaded into a secure restricted software application used to communicate with and distribute board materials, for a period of not less than 5 days prior to filing. Board members are notified that this document is available, for how long, and when the return will be filed. The return will be filed as presented if no further adjustments are warranted. The board will receive notification of any additional changes prior to filing. The return is then signed by the CEO and filed appropriately.
Form 990, Part VI, Line 12c Conflict of interest policyEACH BOARD MEMBER AND EXECUTIVE STAFF MEMBER IS REQUIRED TO ANNUALLY COMPLETE AND SUBMIT A DISCLOSURE FORM DETAILING ANY SUCH 'OTHER INTERESTS.' SUCH INDIVIDUAL ALSO MUST UPDATE THE DISCLOSURE FORM IF ANY MATERIAL CHANGES OR ADDITIONS TO THE SUBMITTED INFORMATION ARISE DURING THE COURSE OF THE YEAR. A CHECKLIST IS MAINTAINED AND FOLLOW UP IS DONE UNTIL ALL FORMS ARE RETURNED. ONCE ALL FORMS ARE RECEIVED, THE CEO REVIEWS THE DISCLOSURES. ANY AFFIRMATIVE RESPONSE DEEMED UNUSUAL OR WHICH MAY APPEAR TO CONSTITUTE AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST IS REFERRED TO THE AUDIT COMMITTEE FOR DETERMINATION. THE AUDIT COMMITTEE MAY SEEK THE GUIDANCE OF COUNSEL AND MAKE SUCH DETERMINATION WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE AUDIT COMMITTEE MAY CONCLUDE THAT THIS DETERMINATION SHOULD BE MADE BY THE FULL BOARD OF DIRECTORS OF ASAE, THE FOUNDATION, OR ABSI, AND REFER THE MATTER TO THE APPROPRIATE BOARD (WITH OR WITHOUT A RECOMMENDATION FROM THE AUDIT COMMITTEE) FOR ITS CONSIDERATION, DELIBERATION, AND RESOLUTION, WITH THE ASSISTANCE OF LEGAL COUNSEL AND WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE APPROPRIATE BOARD SHALL HAVE FINAL AUTHORITY OVER THE RESOLUTION OF ALL CONFLICT OF INTEREST MATTERS INVOLVING THE MEMBERS OF SUCH BOARD. IF THE AUDIT COMMITTEE BELIEVES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION MAY REPRESENT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OR INTEREST, IT SHALL FIRST REQUEST ADDITIONAL INFORMATION FROM THE INDIVIDUAL IN QUESTION DETAILING THE NATURE OF THE RELATIONSHIP OR TRANSACTION. WHEN EVALUATING WHETHER A PARTICULAR TRANSACTION OR RELATIONSHIP CONSTITUTES AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, THE AUDIT COMMITTEE SHALL CONSIDER THE FOLLOWING (NON-EXHAUSTIVE) FACTORS: --ABUSING ONE'S ROLE FOR PERSONAL OR THIRD-PARTY GAIN OR PLEASURE (INCLUDING, BUT NOT LIMITED TO, THE SOLICITATION OR ACCEPTANCE OF GIFTS OR OTHER ITEMS OF VALUE OR INDIRECT INDUCEMENT TO PROVIDE SPECIAL TREATMENT ON ORGANIZATION MATTERS.) -- PLACING ONE'S OWN SELF-INTEREST, THE INTEREST OF ONE'S COMPANY, ORGANIZATION OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT, OR OWNERSHIP CAPACITY, OR THE INTEREST OF ANY THIRD PARTY ABOVE THAT OF ASAE, THE FOUNDATION, OR ABSI. -- ENGAGING IN ANY OUTSIDE BUSINESS, PROFESSIONAL OR OTHER ACTIVITIES THAT WOULD DIRECTLY OR INDIRECTLY MATERIALLY ADVERSELY AFFECT ASAE, THE FOUNDATION, OR ABSI. --PROVIDING GOODS OR SERVICES TO ASAE, THE FOUNDATION, OR ABSI AS A PAID VENDOR. IF THE AUDIT COMMITTEE DETERMINES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION REPRESENTS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, IT (OR THE APPROPRIATE BOARD, IF THE MATTER HAS BEEN REFERRED TO THE BOARD) SHALL RESOLVE SUCH ACTUAL, POTENTIAL OR APPARENT CONFLICT IN ONE OF THE FOLLOWING MANNERS: (1) WAIVE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT AS UNLIKELY TO AFFECT THE INDIVIDUAL'S ABILITY TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION; (2) DETERMINE THAT THE INDIVIDUAL SHOULD BE RECUSED FROM ALL DELIBERATIONS AND DECISION-MAKING RELATED TO THE PARTICULAR TRANSACTION WHICH GIVES RISE TO THE ACTUAL, POTENTIAL OR APPARENT CONFLICT. THIS RESOLUTION SHOULD APPLY PARTICULARLY WHEN THE TRANSACTION OR RELATIONSHIP IS ONE THAT PRESENTS A CONFLICT ONLY WITH RESPECT TO ONE OR TWO DISCRETE PROGRAMS OR ACTIVITIES. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES AN EDUCATIONAL PROGRAM THAT COMPETES WITH ONE OR TWO DISCRETE PROGRAMS OF ASAE, THE FOUNDATION, OR ABSI, THE AUDIT COMMITTEE OR RELEVANT BOARD MAY DETERMINE THAT THE BOARD MEMBER SHOULD BE RECUSED FROM ALL DELIBERATIONS AND VOTING RELATED TO SUCH PROGRAM(S) (BOTH AT THE OUTSET AND ON AN ONGOING BASIS), BUT THAT THE BOARD MEMBER NEED NOT RESIGN HIS/HER SEAT ON THE BOARD. (3) DETERMINE THAT THE INDIVIDUAL MUST RESIGN FROM HIS/HER SERVICE TO ASAE, THE FOUNDATION, OR ABSI BECAUSE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT IS SO PERVASIVE THAT THE INDIVIDUAL WOULD SELDOM, IF EVER, LIKELY BE ABLE TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES EDUCATIONAL PROGRAMS THAT COMPETE WITH MOST OF THE EDUCATIONAL PROGRAMS OF THE FOUNDATION, THE AUDIT COMMITTEE OR FOUNDATION BOARD MAY DETERMINE THAT THE INDIVIDUAL SHOULD RESIGN FROM THE FOUNDATION BOARD. (4) THE SPECIAL PROCEDURE BELOW IS APPLICABLE TO ALL INSTANCES IN WHICH AN INDIVIDUAL (OR THE INDIVIDUAL'S COMPANY, ORGANIZATION, OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT, OR OWNERSHIP CAPACITY, OR A MEMBER OF THE INDIVIDUAL'S FAMILY) SEEKS TO PROVIDE GOODS OR SERVICES TO ASAE, THE FOUNDATION, OR ABSI AS A PAID VENDOR, OR SEEKS TO RECEIVE A SIGNIFICANT GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS. THIS PROCEDURE SHALL NOT APPLY TO PRE-EXISTING RELATIONSHIPS WITH INDIVIDUALS THAT PREVIOUSLY HAVE BEEN DISCLOSED TO, AND WAIVED BY, THE AUDIT COMMITTEE OR THE BOARD OF THE RELEVANT ORGANIZATION. (A) THE INDIVIDUAL MUST DISCLOSE TO THE APPLICABLE CHAIR IN ADVANCE OF ANY RELATED ACTION TO BE TAKEN BY THE BOARD HIS/HER INTENT TO SEEK TO PROVIDE GOODS OR SERVICES AS A PAID VENDOR TO ASAE, THE FOUNDATION, OR ABSI, OR TO RECEIVE A GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS; (B) THE INDIVIDUAL MUST RECUSE HIMSELF/HERSELF FROM ALL DELIBERATIONS AND VOTING RELATED TO THE CONTEMPLATED ACTION; (C) IF THE VALUE OF THE TRANSACTION EXCEEDS $5,000, ASAE, THE FOUNDATION, OR ABSI MUST, THROUGH A REQUEST FOR PROPOSAL PROCESS, HAVE SOLICITED PROPOSALS BROADLY FROM OTHER QUALIFIED VENDORS / PROSPECTIVE GRANT OR CONTRACT RECIPIENTS AND RECEIVED (OR ATTEMPTED TO RECEIVE) WRITTEN BIDS FROM AT LEAST THREE SUCH INDIVIDUALS / ENTITIES (INCLUDING THE INDIVIDUAL IN QUESTION); (D) THE BOARD MUST DETERMINE (WITHOUT THE PRESENCE OR PARTICIPATION OF THE INDIVIDUAL) THAT THE TRANSACTION IS FAIR AND IN THE BEST INTERESTS OF ASAE, THE FOUNDATION, OR ABSI BASED ON ALL OF THE FACTS AND CIRCUMSTANCES, AND SUCH DETERMINATION (INCLUDING THE FACT THAT IT WAS MADE IN THE ABSENCE OF THE INDIVIDUAL) SHALL BE DOCUMENTED AS PART OF THE RELEVANT MEETING MINUTES (ALL COMPETING BIDS RECEIVED SHALL BE RETAINED AS WELL); AND (E) IF SELECTED, THE INDIVIDUAL MAY NOT PARTICIPATE IN ANY PROCESS BY WHICH HIS/HER PERFORMANCE AS A VENDOR / GRANT OR CONTRACT RECIPIENT IS EVALUATED.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialASAE & THE FOUNDATION'S COMPENSATION POLICY IS DEFINED IN ITS BOARD POLICY MANUAL, AND CONSISTS OF THE FOLLOWING: PRESIDENT & CEO PERFORMANCE EVALUATION AND COMPENSATION: THIS RESPONSIBILITY IS VESTED WITH THE ASAE BOARD OF DIRECTORS. THE ASAE BOARD OF DIRECTORS IS CHARGED WITH ENSURING THAT THE ANNUAL EVALUATION IS CONDUCTED AND COMPENSATION ESTABLISHED. A COMPENSATION COMMITTEE CONSISTING OF THE IMMEDIATE PAST CHAIR OF THE BOARD, CHAIR OF THE BOARD, THE SECRETARY/TREASURER, AND CHAIR-ELECT WILL RECOMMEND COMPENSATION LEVELS TO THE ASAE BOARD OF DIRECTORS. IN ADDITION, THE PRESIDENT AND CEO'S ANNUAL OBJECTIVES ARE APPROVED BY THE ASAE BOARD OF DIRECTORS. IT IS THESE AGREED UPON OBJECTIVES THAT ARE USED TO EVALUATE PERFORMANCE EACH YEAR. CEO COMPENSATION PHILOSOPHY THE COMPENSATION PACKAGE, VIEWED AS A WHOLE, SHOULD PROMOTE PERFORMANCE-BASED RESULTS LINKED TO THE ACHIEVEMENT OF ASAE & THE FOUNDATION'S MISSION AND STRATEGIC GOALS. THE COMPENSATION PROGRAM SHOULD ENCOURAGE AN ENTREPRENEURIAL AND MEMBER SERVICE ENVIRONMENT IN COLLABORATION WITH THE VOLUNTEER LEADERSHIP TO DETERMINE, GUIDE, AND OVERSEE THE EXECUTION OF ASAE & THE FOUNDATION'S STRATEGIC GOALS AND MISSION. GIVEN THE UNIQUE SET OF SKILLS NEEDED TO ACCOMPLISH THE MISSION AND GOALS SET FORTH ABOVE, THE TOTAL COMPENSATION -- DIRECT AND INDIRECT -- SHOULD BE TARGETED ABOVE THE MARKET MEDIAN, YET BE DEMONSTRABLY REASONABLE RELATIVE TO THE TOTAL COMPENSATION OFFERED BY ORGANIZATIONS COMPARABLE TO ASAE & THE FOUNDATION. THE COMPENSATION PHILOSOPHY SHOULD BE REVIEWED PERIODICALLY TO ENSURE THAT IT CONTINUES TO BE ALIGNED WITH ASAE & THE FOUNDATION'S STRATEGIC DIRECTION AND FINANCIAL LIMITS AND CONTINUES TO BE BOTH REASONABLE AND COMPETITIVE. CEO COMPENSATION PRACTICES ASAE OFFERS A COMPREHENSIVE CEO COMPENSATION PROGRAM THAT INCLUDES A BASE SALARY, ANNUAL INCENTIVE, AS WELL AS BROAD-BASED AND EXECUTIVE BENEFITS/PERQUISITES. THE PROGRAM IS TARGETED AT ABOVE MARKET AVERAGE COMPENSATION RELATIVE TO SIMILAR EXECUTIVE POSITIONS IN COMPARABLE ASSOCIATIONS. ASAE BENCHMARKS CEO COMPENSATION AGAINST A PEER GROUP CONSISTING OF NATIONAL TRADE AND PROFESSIONAL ASSOCIATIONS THAT, LIKE ASAE, OPERATE IN COMPLEX REGULATORY ENVIRONMENTS, SERVE HIGHLY SPECIALIZED MEMBER BASES, AND PROVIDE STRATEGIC LEADERSHIP, ADVOCACY, EDUCATION, AND STANDARDS-SETTING ACROSS DIVERSE INDUSTRIES. BASE SALARY: BASE SALARY IS PRIMARILY DETERMINED BY MARKET DEMANDS FOR TOP EXECUTIVES WITHIN THE ESTABLISHED ASAE SURVEY PEER GROUP. ASAE ANNUALLY REVIEWS AND, IF NEEDED, RECOMMENDS CHANGES TO THE CEO'S BASE SALARY TO MAINTAIN EXTERNAL MARKET COMPETITIVENESS WHEN CONDITIONS AND PERFORMANCE WARRANT IT. SPECIFICALLY, THE CEO'S BASE SALARY IS ADJUSTED ANNUALLY TO REFLECT THE AVERAGE INCREASE OF ALL ASAE EMPLOYEES. ANNUAL INCENTIVE BONUS: THE CEO'S ANNUAL INCENTIVE AWARD OPPORTUNITY IS TARGETED AT THE MARKET ABOVE AVERAGE TOTAL CASH BASED ON THE ACHIEVEMENT OF ASAE'S PRE-ESTABLISHED ENTERPRISE-WIDE GOALS AND OBJECTIVES. THE RANGE OF THE CEO'S ANNUAL INCENTIVE OPPORTUNITIES IS FROM 0% TO 40% OF BASE SALARY, WITH A TARGET OF 30% WHEN PERFORMANCE EXPECTATIONS ARE MET. THE CEO, IN COLLABORATION WITH THE ASAE EXECUTIVE COMMITTEE, ANNUALLY ESTABLISHES ENTERPRISE-WIDE GOALS AND OBJECTIVES TIED DIRECTLY TO ASAE'S OPERATING BUDGET, KEY INITIATIVES FOR THE UPCOMING YEAR, AND PERSONAL GROWTH. DEFERRED COMPENSATION: ASAE'S 457(B) RESTORATION PLAN FOR THE CEO IS DESIGNED TO SUPPLEMENT ITS 401(K) PLAN AND SUPPORT THE DELIVERY OF A COMPETITIVE INCOME REPLACEMENT RATIO OVER A FULL EMPLOYMENT CAREER. BROAD-BASED EMPLOYEE BENEFITS: ASAE PROVIDES THE CEO WITH THE SAME BROAD-BASED BENEFITS AS THOSE AVAILABLE TO ALL EMPLOYEES, INCLUDING HEALTH INSURANCE, DENTAL INSURANCE, LIFE & AD&D INSURANCE, PAID TIME OFF, AND SHORT- AND LONG-TERM DISABILITY INSURANCE. THESE BENEFITS PROTECT EMPLOYEES FROM INCOME LOSS AND SUPPORT WELL-BEING, INCLUDING PAID TIME OFF. ASAE'S BENEFIT PROGRAMS ARE REVIEWED ON AN ONGOING BASIS, AND CHANGES ARE MADE PERIODICALLY. EXECUTIVE BENEFITS: ASAE PROVIDES THE CEO WITH VARIOUS EXECUTIVE BENEFITS TO ALIGN WITH MARKET NORMS AND SUPPORT THE DEMANDS AND TRAVEL REQUIREMENTS OF THE ROLE. PERQUISITES SUCH AS SEVERANCE BENEFIT, LUNCHEON CLUB, PARKING, BUSINESS/FIRST-CLASS AIR TRAVEL, CELL PHONE, AND MEMBERSHIP DUES ARE ALSO PROVIDED TO MAINTAIN MARKET COMPETITIVENESS. OTHER KEY OFFICERS/EMPLOYEES UNDER BYLAW AND CEO CONTRACT, THE BALANCE OF STAFF ARE UNDER THE AUTHORITY OF CEO. STAFF COMPENSATION POLICY DECISIONS TAKE INTO CONSIDERATION ASAE & THE FOUNDATION'S OVERALL FINANCIAL CONDITION, EQUITY WITHIN THE ORGANIZATION, AND COMPETITIVE SALARY PLANNING. ASAE'S HUMAN RESOURCES DEPARTMENT IS RESPONSIBLE FOR THE ADMINISTRATION OF AND ONGOING INTERNAL REVIEW OF ALL COMPENSATION PLANS AND POLICIES. THIS COMPENSATION REVIEW HELPS ASAE & THE FOUNDATION MAINTAIN AND ADMINISTER A COMPENSATION PLAN THAT ACCURATELY AND FAIRLY REFLECTS EACH INDIVIDUAL'S RESPONSIBILITIES AND PERFORMANCE. ASAE & THE FOUNDATION'S STAFF SALARY ADMINISTRATION PROGRAM(S) CONSIST OF THE FOLLOWING: -- JOB EVALUATION - THIS IS A SYSTEMATIC METHOD OF DETERMINING THE VALUE OF EACH JOB WITHIN THE ASSOCIATION, INCLUDING REVIEW OF SKILLS, EDUCATIONAL PREREQUISITES AND CONTRIBUTION TO THE ORGANIZATION. -- SALARY STRUCTURE - POSITIONS ARE EVALUATED AND POSITIONS WITH SIMILAR VALUES ARE PLACED IN A SALARY GRADE THAT IS REVIEWED IN TERMS OF ITS COMPETITIVENESS WITHIN THE MARKET AND OUR ORGANIZATIONAL NEEDS. EACH GRADE HAS A MINIMUM, WHICH IS THE LOWEST RECOMMENDED SALARY TO BE OFFERED TO AN INDIVIDUAL WHO MEETS THE MINIMUM QUALIFICATIONS OF THE POSITION; A MIDPOINT, REPRESENTING THE SALARY AT WHICH A FULLY QUALIFIED AND EXPERIENCED STAFF MEMBER WHO SATISFACTORILY PERFORMS ALL THE SPECIFICATIONS OF A POSITION IS PAID WITHIN THE MARKETPLACE; AND A MAXIMUM, WHICH IS THE UPPER LIMIT OF THE SALARY RANGE. A THIRD PARTY IS ENGAGED PERIODICALLY TO REVIEW THE COMPENSATION PACKAGE OF THE EXECUTIVE STAFF AND/OR FULL STAFF RELATIVE TO BASE COMPENSATION, BONUS AND INCENTIVE PROGRAMS COMPARATIVE TO MARKET. -- SALARY BUDGET AND GUIDELINES - ASAE & THE FOUNDATION'S ANNUAL SALARY BUDGET IS DEVELOPED ANNUALLY IN ORDER TO ALLOCATE MONIES NEEDED TO MAINTAIN STAFF MEMBER SALARIES AT COMPETITIVE LEVELS, SUBJECT TO BUDGETARY LIMITATIONS. AN ANNUAL MERIT POOL IS DEVELOPED AND APPROVED AS PART OF THE BUDGET CYCLE. THE CHIEF ADMINISTRATIVE OFFICER IS RESPONSIBLE FOR THE ADMINISTRATION OF THE PROGRAM, AND ALL INCREASES ARE SUBJECT TO THE APPROVAL OF THE CEO.
Form 990, Part VI, Line 19 Required documents available to the publicSOME GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE - ASAE BYLAWS, STRATEGIC FRAMEWORK - WHAT WE DO AND OUR PROMISE, CODE OF CONDUCT AND BOARD CONTACT INFORMATION. THE CONFLICT-OF-INTEREST POLICY IS CURRENTLY NOT POSTED BUT PROVIDED AS A SAMPLE DOCUMENT UPON REQUEST. PUBLIC INSPECTION COPIES OF THE 990 ARE PROVIDED UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
Form 990, Part IX, Line 11g Other FeesHONORARIA - Total Expense: 569933, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; OTHER PROFESSIONAL FEES - Total Expense: 4234710, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesEQUITY IN SUBSIDIARY - 984826; Total - 984826;
Form 990, Part XII, Line 2c Change of oversight process or selection processTHE AUDIT OVERSIGHT PROCESS, WHICH HAS NOT CHANGED FROM THE PRIOR YEAR, IS AS FOLLOWS: THE AUDIT PROCESS IS UNDER THE OVERSIGHT OF THE AUDIT COMMITTEE, WHICH IS A SUBCOMMITTEE OF THE BOARD AND MAY INCLUDE (IF/AS NEEDED) A MEMBER AT-LARGE WITH RELEVANT EXPERTISE. THE COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND SELECTION PROCESS OF INDEPENDENT AUDITORS, MEETING WITH THE AUDIT TEAM BOTH WITH AND WITHOUT STAFF PRESENT PRIOR TO THE AUDIT FOR SCOPE AND PLANNING AND POST AUDIT TO REVIEW THE REPORT AND RELEVANT COMMUNICATIONS. THE AUDIT IS PRESENTED IN PERSON BY THE INDEPENDENT AUDITOR TO THE BOARD WITH ANY AUDIT COMMITTEE RECOMMENDATIONS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ASAE RESEARCH FOUNDATION
1101 K Street Suite 500 NWWASHINGTONDC20005521300485RESEARCH AND EDUCATION FOR THE ASSOCIATION COMMUNITYDC501(c)(3)7AMERICAN SOCIETY OF ASSOCIATION EXECUTIVESYes (true)
AM SOCIETY OF ASSN EXECUTIVES POLITICAL ACTION COMMITTEE
1101 K Street Suite 500 NWWASHINGTONDC20005521746813POLITICAL ACTION COMMITTEEDC527AMERICAN SOCIETY OF ASSOCIATION EXECUTIVESYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEIN
ASAE BUSINESS SERVICES INC
1101 K Street Suite 500 NWWASHINGTONDC20005INSURANCE AND OTHER SERVICESDCAMERICAN SOCIETY OF ASSN EXECSC Corporation$3,247,054$10,068,8061Yes (true)
ASAE INSURANCE COMPANY
1101 K Street Suite 500 NWWASHINGTONDC20005INSURANCE AND OTHER SERVICESDCASAE BUSINESS SERVICES INCC Corporation$4,418,485$17,472,5031Yes (true)030335958
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASAE FOUNDATION
Q$891,068NET CHANGE IN DUE TO / FROM ASAE
ASAE BUSINESS SERVICES INC
Q$99,381NET CHANGE IN DUE TO / FROM ASAE