STRATEGY STUDIO / PUBLIC DATA EXPLORER

ASSOCIATION FOR ACCOUNTING MARKETING INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION FOR ACCOUNTING MARKETING INC (EIN 36-3682169)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202501349349302870
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)
Return2025-05-14T07:16:21-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832956170PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R & R CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11025 Dove Run Rd Ste 203AddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40502ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363682169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Association for AccountingBusinessNameLine1Txt
Business Name Line2Marketing IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone8594029769PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E Main St Ste 810AddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLucas LaChancePersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-05-14SignatureDt
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 PersonThomas Cory ReitzPreparerPersonNm
PTINP01407307PTIN
Phone8593533100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLucas LaChancePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E Main St Ste 810AddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,692,496GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.accountingmarketing.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionThe mission of AAM is to elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers173TotalVolunteersCnt
Total Gross UBI$49,002TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$28,728NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$100,730PYContributionsGrantsAmt
CY Contributions Grants$156,000CYContributionsGrantsAmt
PY Program Service Revenue$990,734PYProgramServiceRevenueAmt
CY Program Service Revenue$956,156CYProgramServiceRevenueAmt
PY Investment Income$20,087PYInvestmentIncomeAmt
CY Investment Income$405CYInvestmentIncomeAmt
PY Other Revenue$1,796PYOtherRevenueAmt
CY Other Revenue$16,067CYOtherRevenueAmt
PY Total Revenue$1,113,347PYTotalRevenueAmt
CY Total Revenue$1,128,628CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$874,814PYOtherExpensesAmt
CY Other Expenses$1,018,709CYOtherExpensesAmt
PY Total Expenses$874,814PYTotalExpensesAmt
CY Total Expenses$1,018,709CYTotalExpensesAmt
PY Revenues Less Expenses$238,533PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$109,919CYRevenuesLessExpensesAmt
Total Assets BOY$1,457,904TotalAssetsBOYAmt
Total Assets EOY$1,648,051TotalAssetsEOYAmt
Total Liabilities BOY$285,528TotalLiabilitiesBOYAmt
Total Liabilities EOY$277,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,172,376NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,370,517NetAssetsOrFundBalancesEOYAmt
MissionTo elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescAnnual 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.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
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 EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
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
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 CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMR Mgt ServicesPersonNm
Phone8594029769PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E Main St Ste 810AddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Crystal Mapp
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Nicole Sterling
Immed. Past Pres.1.000.00Yes (X)Yes (X)$0$0$0
Courtney Kiss
President2.000.00Yes (X)Yes (X)$0$0$0
Nicola Fleming
President-Elect2.000.00Yes (X)Yes (X)$0$0$0
Chris O'Day
Member at Large1.000.00Yes (X)$0$0$0
Laura Metz
Vice President2.000.00Yes (X)Yes (X)$0$0$0
Ralph MacNamara
Member at Large1.000.00Yes (X)$0$0$0
Brunella Reid
Member at Large1.000.00Yes (X)$0$0$0
Gabe Tevrizian
Member at Large1.000.00Yes (X)$0$0$0
Mary Yanocha
Member at Large1.000.00Yes (X)$0$0$0
Lucas LaChance
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
Rachael McGrew
Member at Large1.000.00Yes (X)$0$0$0
Allie Donahue
Member at Large1.000.00Yes (X)$0$0$0
Travis Bradshaw
Member at Large1.000.00Yes (X)$0$0$0
Apoorv Dwivedi
Member at Large1.000.00Yes (X)$0$0$0
Korby Boswell
Member at Large1.000.00Yes (X)$0$0$0
JoLayna Ardnt
Member at Large1.000.00Yes (X)$0$0$0
Beth More
Member at Large1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMR Management Services
201 E Main St Ste 810LexingtonKY40507Management Services$313,980
JW Marriott Bonnet Creek
1490 Chelonia ParkwayOrlandoFL328212024 Conference Location$247,659
Strategic Meetings Group
41 Midland AveGlen RidgeNJ07028Conference Mgt$103,109
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$156,000AllOtherContributionsAmt
Total Contributions$156,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Annual Summit900099$472,445$442,745$29,700
Educational Income900099$41,897$41,897
Membership Dues900099$359,853$359,853
Other Events900099$59,653$59,653
Publications900099$22,113$15,363$6,750

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$195TotalRevenueColumnAmt
Related Or Exempt Func Income$195RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$956,156TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,189TotalRevenueColumnAmt
Exclusion$22,189ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$542,084SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$563,868SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$21,784SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$21,784TotalRevenueColumnAmt
Related Or Exempt Func Income-$21,784RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous RevenueDesc
Business900099BusinessCd
Total Revenue Column$16,067TotalRevenueColumnAmt
Related Or Exempt Func Income$3,515RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,552UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,067OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,128,628TotalRevenueColumnAmt
Related Or Exempt Func Income$901,437RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$49,002UnrelatedBusinessRevenueAmt
Exclusion$22,189ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$363,380TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$130TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,801TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,572TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,719TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$39,026TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$394,313TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,983TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,721TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
Board and Committee$50,237
Bank and credit card fees$30,885
Miscellaneous$29,942

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,018,709TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$380,183BOYAmt
EOY$477,183EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$150BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$117,043BOYAmt
EOY$135,696EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$939,553BOYAmt
EOY$1,028,180EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$20,975BOYAmt
EOY$6,992EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,457,904BOYAmt
EOY$1,648,051EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,337BOYAmt
EOY$7,797EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$276,191BOYAmt
EOY$269,737EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$285,528BOYAmt
EOY$277,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,172,376BOYAmt
EOY$1,370,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,172,376BOYAmt
EOY$1,370,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,457,904BOYAmt
EOY$1,648,051EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$109,919ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$97,069NetUnrlzdGainsLossesInvstAmt
Investment Expense-$8,847InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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)
Form1120 POL FiledfalseForm1120POLFiledInd
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,257,850TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$97,069NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$41,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$138,069RevenueNotReportedAmt
Revenue Subtotal$1,119,781RevenueSubtotalAmt
Investment Expenses Not Incld$8,847InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$8,847RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,128,628TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,059,709TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$41,000DonatedServicesUseFcltsAmt
Expenses Not Reported$41,000ExpensesNotReportedAmt
Expenses Subtotal$1,018,709ExpensesSubtotalAmt
Total Expenses Per Form990$1,018,709TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationGAAP 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 3THE 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 6AAM 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 7aThe Nominating Committee, chaired by the Immediate Past President, shall furnish to the Board of Directors the names of at least one (1) candidate for each of the elective positions on the Board of Directors for which members are to be elected. This slate of officers and positions shall be approved by the Board of Directors. A Member in good standing shall be entitled to cast one (1) vote in any Association election or referendum.
Form 990, Part VI, Section A, Line 7bMEMBERS APPROVE AMENDMENTS TO THE BYLAWS.
Form 990, Part VI, Section B, Line 11bAN 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 12cAnnually, 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 19All documents requiring public disclosure by the Internal Revenue Service are made available upon request for the same period of disclosure set forth in Section 6104D.