2024-05-15T14:59:45-07:00 2023-12-31 832956170 r r CPAs PSC 1025 Dove Run Rd Ste 305 Lexington KY 40502 990 2023-01-01 363682169 Association for Accounting Marketing Inc ASSO 8594029769 201 E Main St Ste 810 Lexington KY 40507 Lucas LaChance Treasurer 2024-05-15 true Lucas LaChance 999009999 true Thomas Cory Reitz P01407307 8593533100 0 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z Lucas LaChance 201 E Main St Ste 810 Lexington KY 40507 1248561 false X www.accountingmarketing.org X 1995 CO The mission of AAM is to elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources. 18 18 0 164 37517 23192 100730 905070 990734 18659 20087 306 1796 924035 1113347 0 0 0 0 0 785599 874814 785599 874814 138436 238533 1115053 1457904 239511 285528 875542 1172376 To elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources. false false Annual Summit and other education events - AAM's education events provide cutting-edge information for today's accounting marketing and business development professionals. Participation in AAM's virtual learning series and skill building courses, in addition to attending the annual summit, keeps accounting marketing and business development professionals connected to industry experts. false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 11 0 true 0 true true false false false false false false false X 18 18 false true false false true true true true true false false true true true true true true false false false X AMR Mgt Services 8594029769 201 E Main St Ste 810 Lexington KY 40507 X Nicole Sterling Imm. Past Pres. 2.00 0.00 X X 0 0 0 Crystal Mapp Secretary 2.00 0.00 X X 0 0 0 Jennifer Cantero - Member at Large - Jan-June '23 1.00 0.00 X 0 0 0 Katherine Cohodes - Immed Past Pres- Jan-June '23 2.00 0.00 X X 0 0 0 Courtney Kiss President 2.00 0.00 X X 0 0 0 Nicola Fleming President-Elect 2.00 0.00 X X 0 0 0 Cheryl Foster - Member at Large - Jan-June '23 1.00 0.00 X 0 0 0 Chris O'Day Member at Large 1.00 0.00 X 0 0 0 Greg Cole - Member at Large - Jan-June '23 1.00 0.00 X 0 0 0 Jessica Hekmatjah - Mmbr at Large - Jan-June '23 1.00 0.00 X 0 0 0 Laura Metz Vice President 2.00 0.00 X X 0 0 0 Ed Warren - Treasurer Jan-June '23 2.00 0.00 X X 0 0 0 Ralph MacNamara Member at Large 1.00 0.00 X 0 0 0 Brunella Reid Member at Large 1.00 0.00 X 0 0 0 Gabe Tevrizian Member at Large 1.00 0.00 X 0 0 0 Mary Yanocha Member at Large 1.00 0.00 X 0 0 0 Lucas LaChance Treasurer 2.00 0.00 X X 0 0 0 Rachael McGrew Member at Large 1.00 0.00 X 0 0 0 Allie Donahue Member at Large 1.00 0.00 X 0 0 0 Travis Bradshaw Member at Large 1.00 0.00 X 0 0 0 Apoorv Dwivedi Member at Large 1.00 0.00 X 0 0 0 Korby Boswell Member at Large 1.00 0.00 X 0 0 0 JoLayna Ardnt Member at Large 1.00 0.00 X 0 0 0 Beth More Member at Large 1.00 0.00 X 0 0 0 0 false false false AMR Management Services 201 E Main St Ste 810 Lexington KY 40507 Management Services 245676 Hyatt Regency Salt Lake City 170SW Temple Salt Lake City UT 84101 2023 Summit Venue 172147 Strategic Meetings Group 41 Midland Ave Glen Ridge NJ 07028 Annual Summit Planning 111554 3 100730 100730 Annual Summit 900099 453406 428536 24870 Educational Income 900099 53444 53444 Membership Dues 900099 354923 354923 Other Events 900099 48741 48741 Virtual Summit 900099 49290 49290 30930 18283 12647 990734 25119 25119 0 0 0 130182 135214 -5032 -5032 -5032 0 0 0 Miscellaneous Revenue 900099 1796 1796 1796 1113347 949981 37517 25119 0 0 0 0 0 0 0 0 0 0 299076 131 3750 0 0 0 34677 0 0 29953 0 0 33491 0 358387 0 0 13983 3887 Board and Committee 35968 Bank and credit card fees 32506 Miscellaneous 29005 0 874814 0 0 0 0 462390 380183 0 196 150 0 0 0 0 56342 117043 0 561167 939553 0 0 34958 20975 0 1115053 1457904 15504 9337 224007 276191 239511 285528 X 869595 1172376 5947 875542 1172376 1115053 1457904 238533 64996 -6695 X true X false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true false X Part X : FIN48 Footnote GAAP requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. GAAP prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. The Association believes that it had no uncertain tax positions as defined in GAAP. Form 990, Part VI, Section A, Line 3 THE ASSOCIATION OUTSOURCES MANAGEMENT AND OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. Form 990, Part VI, Section A, Line 6 AAM MEMBERSHIP INCLUDES BOTH ORGANIZATIONAL AND INDIVIDUAL MEMBERS. THERE ARE THREE TYPES OF MEMBERSHIP CLASSES: (1) EXECUTIVE MEMBERS ? INCLUDES (A) IN-HOUSE MARKETING, BUSINESS DEVELOPMENT AND GROWTH PROFESSIONALS WHOSE RESPONSIBILITIES INCLUDE MARKETING AND SELLING SERVICES FOR PUBLIC ACCOUNTING AND OTHER PFOESSIONAL SERVICES RELATED TO THE ACCOUNTING INDUSTRY AND (B) PARTNERS, CPA'S AND OTHER PROFESSIONALS RESPONSIBLE FOR MARKETING AND/OR GROWTH WITHIN PUBLIC ACCOUNTING FIRMS, MANAGEMENT CONSULTING AND OTHER PROFESSIONAL SERVICES FIRMS RELATED TO THE ACCOUNTING INDUSTRY; (2) AFFILIATE MEMBERS ? INCLUDES (A) CONSULTANTS TO THE ACCOUNTING PROFESSION, (B) PROVIDERS OF GOODS AND SERVICES TO THE ACCOUNTING PROFESSION, AND (C) MEMBERS OF INDUSTRY ASSOCIATIONS RELATED TO THE ACCOUNTING INDUSTRY; (3) ACADEMIC / MEDIA ? INCLUDES (A) EDUCATORS, (B) STUDENTS, AND (C) MEMBERS OF THE MEDIA. Form 990, Part VI, Section A, Line 7a Each voting member has the right to elect or appoint one or more members of the organization's governing body, whether periodically, as vacancies arise, or otherwise. Form 990, Part VI, Section A, Line 7b MEMBERS APPROVE AMENDMENTS TO THE BYLAWS. Form 990, Part VI, Section B, Line 11b AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST TWO WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARERS COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES WILL FIRST BE REVIEWED BY KEY MEMBERS OF THE THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. THEREAFTER AN ELECTRONIC COPY OF FORM 990 AND ACCOMPANYING SCHEDULES WILL BE MADE AVAILABLE ELECTRONICALLY TO EACH VOTING MEMBER OF THE GOVERNING BODY WITH ELECTRONIC E-MAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING ASSOCIATION HEADQUARTERS WITH COMMENTS OR QUESTIONS, IF ANY. A TWO-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS. FOLLOWING THE OPEN TIMEFRAME FOR GOVERNING BODY COMMENTS OR QUESTIONS, AND FOLLOWING RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE PRESIDENT OR TREASURER AND THE FORM 990 IS ELECTRONCIALLY FILED. Form 990, Part VI, Section B, Line 12c Annually, each member of the governing board is required to complete a conflict of interest questionnaire which identifies any potential conflicts. Form 990, Part VI, Section C, Line 19 All documents requiring public disclosure by the Internal Revenue Service are made available upon request for the same period of disclosure set forth in Section 6104(D).