2024-11-14T08:04:56-06:00 2023-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2023-01-01 520954597 NATIONAL INSTITUTE FOR AUTOMOTIVE SERVICE EXCELLENCE NATI 7036696600 1503 EDWARDS FERRY RD NE 401 LEESBURG VA 20176 DAVE JOHNSON PRESIDENT 7036696600 2024-10-28 1 0 CHARLES F HELME III CPA P00118452 7033858888 2023 2024-10-15 13:58:12Z ASE DAVE JOHNSON 1503 EDWARDS FERRY RD NE STE 401 LEESBURG VA 20176 30770431 0 X WWW.ASE.COM X 1972 DC ASE'S MISSION IS TO IMPROVE THE QUALITY OF VEHICLE REPAIR AND SERVICE THROUGH THE TESTING AND CERTIFICATION OF REPAIR AND SERVICE PROFESSIONALS. 14 13 50 28 0 0 718050 0 17595278 20144766 917007 -558237 19781 21295 19250116 19607824 42805 54153 0 0 7218096 8678291 0 0 0 11205356 11546780 18466257 20279224 783859 -671400 22179482 24146187 4718701 4832541 17460781 19313646 ASE'S MISSION IS TO IMPROVE THE QUALITY OF VEHICLE REPAIR AND SERVICE THROUGH THE TESTING AND CERTIFICATION OF REPAIR AND SERVICE PROFESSIONALS. 0 0 VOLUNTARY TESTING AND CERTIFICATION OF AUTOMOTIVE PROFESSIONALS DURING 2023; ABOUT 111,500 PROFESSIONALS NATIONWIDE REGISTERED FOR TESTS IN MORE THAN 60 SPECIALTY SERVICES AREAS, WHILE 14,500 PROFESSIONALS IN THE AUTOMOBILE DISCIPLINE RECERTIFIED VIA THE RENEWAL APP. IN ADDITION, MORE THAN 72,000 STUDENTS TOOK MORE THAN 248,000 TESTS. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 154 0 1 50 1 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X THE ORGANIZATION 7036696600 1503 EDWARDS FERRY RD NE 401 LEESBURG VA 20176 JOSH STONE DIRECTOR 1.00 X 0 0 0 GARY UYEMATSU DIRECTOR 1.00 X 0 0 0 TED HAYES DIRECTOR 1.00 X 0 0 0 TEJ GILL DIRECTOR 1.00 X 0 0 0 JEFF WALKER DIRECTOR 1.00 X 0 0 0 TOM PALERMO DIRECTOR 1.00 X 0 0 0 MARK POLKE DIRECTOR 1.00 X 0 0 0 JOHN HANIGHEN DIRECTOR 1.00 X 0 0 0 JOHN WOLF SECRETARY 1.00 X X 0 0 0 JASON RAINEY TREASURER 1.00 X X 0 0 0 TOM TRISDALE VICE CHAIRMAN 1.00 X X 0 0 0 HOMER HOGG CHAIRMAN 1.00 X X 0 0 0 BRAD PELLMAN PAST CHAIRMAN 1.00 X X 0 0 0 TIM ZILKE PRESIDENT & CEO (THROUGH DEC. 31, 2023) 40.00 X X 500018 0 54627 ALLISON GUTH CFO 40.00 X 198755 0 32124 MIKE COLEY SENIOR VICE PRESIDENT 1.00 40.00 X 0 252746 54387 TRISH SERRATORE SENIOR VICE PRESIDENT 40.00 X 188060 0 29932 JOHN TISDALE VICE PRESIDENT 40.00 X 167361 0 35743 REBECCA SUTTER CTO 40.00 X 201512 0 19553 DAVID JOHNSON INCOMING PRESIDENT & CEO (STARTING JAN. 1, 2024) 40.00 X 241069 0 7470 1496775 252746 233836 5 0 1 0 PROMETRIC 1501 S CLINTON STREET 14TH FLOOR BALTIMORE MD 21224 TESTING SERVICES 6636314 SUMMIT CONSULTING GROUP INC 1627 COMANCHE ROAD ARNOLD MD 21012 TESTING SERVICES 1202099 DIGITAL SHUFFLE 1250 LAKE MARKHAM ROAD SANFORD FL 32771 TESTING SERVICES 367599 RACKSPACE US INC PO BOX 730759 DALLAS TX 75373 TESTING SERVICES 330860 CENTRICITY 11790 SUNRISE VALLEY DRIVE STE T100 RESTON VA 20191 TESTING SERVICES 264878 17 EXAMINATIONS 611430 20100341 20100341 SPECIAL JOBS 541900 44425 44425 20144766 597885 597885 19973 19973 9995423 11151545 -1156122 -1156122 -1156122 12384 11062 1322 1322 19607824 20146088 0 -538264 X 54153 785524 6684699 368922 521798 317348 122000 69788 110080 7830625 16000 205271 1416146 338107 205984 249574 893799 81277 OTHER TAXES 8129 20279224 376 556 1143611 2717330 675511 777761 16365 25946 697897 480851 5176688 3846790 2216475 1329898 15272446 17081237 2156801 1732608 22179482 24146187 1100621 1409604 1457413 1644820 2160667 1778117 4718701 4832541 X 17460781 19313646 17460781 19313646 22179482 24146187 -671400 2524265 0 X X 0 1 X 1 0 752374 634305 118069 4424314 3212485 1211829 1329898 OPERATING ROU ASSET 1067656 SECURITY DEPOSIT 27877 457B ASSETS 637075 1732608 LIABILITY - 457B PLAN 637075 OPERATING LEASE LIABILITY - LT 842729 OPERATING LEASE LIABILITY - ST 298313 1778117 X 22033071 2524265 11062 2535327 19497744 110080 110080 19607824 20180206 11062 11062 20169144 110080 110080 20279224 PART X, LINE 2: THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS ENTRY OF COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS ENTRY OF COST OF GOODS SOLD SCHEDULE D, PART X - (457 PLAN) ON DECEMBER 22, 1992, THE INSTITUTE ESTABLISHED A DEFERRED COMPENSATION PLAN (THE 457 PLAN) UNDERSECTION 457 OF THE IRC, WHICH COMPLEMENTS THE INSTITUTE'S EXISTING BENEFIT PLANS. THE 457 PLAN, WHICH IS AVAILABLE TO ELIGIBLE EMPLOYEES, PERMITS PARTICIPANTS TO DEFER UNTIL FUTURE YEARS AN AMOUNT ESTABLISHED BY THE BOARD OF DIRECTORS, WITHIN THE LIMITS ALLOWABLE UNDER SECTION 457 OF THE IRC. DEFERRED COMPENSATION AND INVESTMENTS DESIGNATED FOR SUCH DEFERRALS ARE AVAILABLE AND TAXABLE TO PARTICIPANTS OR THEIR BENEFICIARIES ONLY UPON TERMINATION OF EMPLOYMENT, RETIREMENT, DEATH OR AN UNFORESEEABLE EMERGENCY. UNTIL PAID OR MADE AVAILABLE TO THE PARTICIPANT OR BENEFICIARY, ALL DEFERRED AMOUNTS AND INVESTMENT EARNINGS RELATED TO DEFERRED AMOUNTS ARE SOLELY THE PROPERTY AND RIGHTS OF THE INSTITUTE AND ARE SUBJECT TO THE CLAIMS OF THE INSTITUTE'S GENERAL CREDITORS. PARTICIPANTS' RIGHTS UNDER THE 457 PLAN ARE EQUAL TO THOSE OF A GENERAL CREDITOR OF THE INSTITUTE. THE ASSETS OF THE 457 PLAN ARE HELD WITH NORTHWESTERN MUTUAL. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE INSTITUTE CONTRIBUTED $22,500 PER YEAR. THE 457 PLAN IS RECORDED AT FAIR VALUE, IS INVESTED IN LEVEL 1 INVESTMENTS, AND HAS A MARKET VALUE OF $637,075 AND $576,369 AT DECEMBER 31, 2023 AND 2022, RESPECTIVELY. 1 ASE EDUCATIONAL FOUNDATION 1503 EDWARDS FERRY RD NE STE 401 LEESBURG VA 20176 362957357 501 C (3) 23610 0 GENERAL SUPPORT 1 SCHEDULE I, PART I, LINE 2 ASE MONITORS GRANTS VIA DISCUSSIONS WITH BOARD MEMBERS OF THE EDUCATION FOUNDATION. 0 1 0 TIM ZILKE PRESIDENT & CEO (THROUGH DEC. 31, 20 494018 0 6000 0 0 0 42186 0 12441 0 554645 0 0 0 MIKE COLEY SENIOR VICE PRESIDENT 0 249046 0 3700 0 0 0 31547 0 22840 0 307133 0 0 DAVID JOHNSON INCOMING PRESIDENT & CEO (STARTING J 204569 0 36500 0 0 0 333 0 7137 0 248539 0 0 0 ALLISON GUTH CFO 195055 0 3700 0 0 0 24425 0 7699 0 230879 0 0 0 REBECCA SUTTER CTO 197812 0 3700 0 0 0 11914 0 7639 0 221065 0 0 0 TRISH SERRATORE SENIOR VICE PRESIDENT 184360 0 3700 0 0 0 22233 0 7699 0 217992 0 0 0 JOHN TISDALE VICE PRESIDENT 163661 0 3700 0 0 0 20801 0 14942 0 203104 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11B - EXECUTIVE COMMITTEE MEMBERS REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C - THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND IS MONITORED BY OUTSIDE LEGAL COUNSEL. THE OUTSIDE LEGAL COUNSEL OBTAINS AND REVIEWS AN ANNUAL INFORMATION QUESTIONNAIRE FOR EACH DIRECTOR. OUTSIDE COUNSEL MONITORS BOARD ACTIVITIES FOR ANY POTENTIAL CONFLICTS OF INTEREST AND WOULD RECOMMEND APPROPRIATE ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15 - THE CORPORATE OFFICERS REVIEW AND APPROVE THE CEO COMPENSATION BASED UPON A THIRD PARTY COMPENSATION STUDY. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19 - POLICIES AVAILABLE UPON REQUEST; ANNUAL AUDIT AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G TEST EXPENSE 7,185,817. VEHICLE LEASE, INS., MAINT., ETC. 7,591. TEST PROMOTION 11,641. SPECIAL EVENTS 70,000. MANUFACTURING COSTS 216,430. CREDIT CARD DISC./CBT 339,146. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ASE EDUCATION FOUNDATION 1503 EDWARDS FERRY ROAD NE STE 401 LEESBURG VA 20176 362957357 EVALUATE TECH TRAINING IL 501 C 3 10 NATIONAL INSTITUTE FOR AUTOMOTIVE SERVICE EXCELLENCE 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 ASE EDUCATION FOUNDATION O 1128050 FMV