2023-02-14T08:18:53-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2021-04-01 111986754 AMERICAN MENSA LTD AMER 8176070060 1315 BROOKSIDE DR HURST TX 76053 TREVOR MITCHELL EXECUTIVE DIRECTOR & CEO 8176070060 2023-02-13 1 TREVOR MITCHELL 999009999 ROSALINDA MARIKAR CPA P01684134 8178775000 2023-02-13 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z TREVOR MITCHELL 1315 BROOKSIDE DR HURST TX 76053 5265164 0 X WWW.US.MENSA.ORG X 1971 NY TO IDENTIFY, FOSTER, STIMULATE, RESEARCH AND SUPPORT HUMAN INTELLIGENCE TO BENEFIT HUMANITY. 15 15 0 2000 87612 0 25800 23348 3293784 3920940 222266 281780 616508 518098 4158358 4744166 54040 10000 0 0 1662233 1558097 0 0 169547 2065512 2855783 3781785 4423880 376573 320286 11019264 11710635 12206362 12931251 -1187098 -1220616 X TO IDENTIFY AND FOSTER HUMAN INTELLIGENCE FOR THE BENEFIT OF HUMANITY; TO ENCOURAGE RESEARCH IN THE NATURE, CHARACTERISTICS, AND USES OF INTELLIGENCE; AND TO PROVIDE A STIMULATING INTELLECTUAL AND SOCIAL ENVIRONMENT FOR ITS MEMBERS. 0 0 1692315 3607024 MEMBERSHIP: MEMBERSHIP WAS 50,074 AT THE END OF THE YEAR. WITHIN THE ORGANIZATION,MORE THAN 130 SPECIAL INTEREST GROUPS, 124 CHAPTERS, AND NUMEROUS ONLINE COMMUNITIES PROVIDE EDUCATIONAL AND SOCIAL EXPERIENCES FOR MENSA MEMBERS. THE ORGANIZATION PROVIDES SUPPORT AND ASSISTANCE FOR PUBLIC PROGRAMS SUCH AS GIFTED YOUTH, INCLUDING A MENSA HONOR SOCIETY FOR VOLUNTEERING, A BOOK PARADE PROGRAM, AND SUPPORT FOR PARENTS AND EDUCATORS. SUPPORT IS PROVIDED TO THE MENSA FOUNDATION AND TO OTHER RELATED ORGANIZATIONS TO SUPPORT AREAS OF EDUCATION, GIFTEDNESS, AND RESEARCH. PROGRAMS SUCH AS MIND GAMES PROVIDE A VENUE NOT ONLY FOR MEMBERS TO PARTICIPATE, BUT EXTEND PAST THE ORGANIZATION TO GIVE THE PUBLIC A MENSA SEAL OF APPROVAL FOR BOARD GAMES. THE MENSA HOME TEST PROVIDES AN AVENUE FOR THE GENERAL PUBLIC TO GAUGE THEIR INTELLIGENCE LEVEL IN A RELAXED ENVIRONMENT AND ENCOURAGES THEM TO RECOGNIZE THEIR APTITUDE. IN ADDITION TO ADMISSIONS TESTING, MORE THAN 1500 MENSA EVENTS ARE HELD THROUGHOUT THE COUNTRY ON AN ANNUAL BASIS. MENSA PROVIDES OPPORTUNITIES FOR MEMBERS OF ALL AGES TO GIVE BACK TO THE ORGANIZATION IN VOLUNTEER ROLES. OVER 2000 MEMBERS ARE VOLUNTEERING FOR MENSA AT ANY GIVEN TIME. 1028258 PUBLICATIONS: THE MENSA BULLETIN PROVIDES MEMBERS WITH INFORMATIONAL AND INTRIGUING ARTICLES, AS WELL AS WAYS TO INTERACT WITH OTHER MEMBERS VIA POLLS AND OTHER FEEDBACK. THE MENSA BULLETIN IS GENERATED 10 TIMES A YEAR IN BOTH PRINT AND ELECTRONIC FORMATS FOR THE MEMBERS. A VAST MAJORITY OF THE CONTENT (ARTICLES AND ILLUSTRATIONS) IN EACH ISSUE IS CREATED BY THE MEMBERS THEMSELVES. ELECTRONIC PUBLICATIONS ARE ALSO USED TO SUPPLEMENT THE PRINT PUBLICATIONS. THE YOUNG MENSA MAGAZINE (YM2) IS GENERATED QUARTERLY BY THE YOUTH MEMBERS OF THE ORGANIZATION AND DISTRIBUTED TO ALL YOUTH MEMBERS. THE WWW.US.MENSA.ORG WEBSITE PROVIDES MORE THAN 4000 PAGES OF CONTENT ABOUT THE ORGANIZATION, ITS LOCAL GROUPS, TESTING, PROGRAMS AND MEMBERSHIP. ADDITIONALLY, MENSA SUPPORTS WEB SITES FOR MANY OF ITS SPECIFIC PROGRAMS AND EVENTS. 550392 10000 282411 PUBLIC RELATIONS: MENSA HAS BEEN DETERMINED TO BE A FAMOUS MARK AND OUR MARKETING EFFORTS FOCUS ON GROWING THE PUBLIC AWARENESS AND RESPECT FOR THE ORGANIZATION. EFFORTS SUCH AS MENSA TESTING DAY, THE ANNUAL MIND GAMES COMPETITION, PUZZLES IN MAGAZINES SUCH AS SCIENTIFIC AMERICAN AND AMERICAN WAY, AS WELL AS THE MENSA BRAND ON BOOKS AND CALENDARS, INCREASES THE PUBLIC PERCEPTION OF THE ORGANIZATION IN A POSITIVE WAY. MENSA CONTINUES TO FIND WAYS THAT ALIGN OUR BRAND WITH OTHER PRODUCTS ON THE MARKET THAT STRENGTHEN OUR IMAGE IN A POSITIVE WAY. MENSA PARTNERS WITH SEVERAL OTHER NON PROFITS TO SPONSOR ACTIVITIES, EVENTS AND SPEAKERS -AMONG THEM THE NATIONAL ASSOCIATION OF GIFTED CHILDREN, SENG, TEXAS ASSOCIATION OF GIFTED AND TALENTED AND OTHERS. 481717 LOCAL GROUP SUPPORT: AS THE KEY CONNECTION BETWEEN OUR MEMBERS AND THE ORGANIZATION, OUR LOCAL CHAPTERS PROVIDE EDUCATIONAL AND SOCIAL EVENTS, AS WELL AS PROVIDING ADMISSIONS TESTING ON THE ORGANIZATION'S BEHALF. MANY LOCAL CHAPTERS SUPPORT THEIR COMMUNITIES WITH CHARITABLE AND SOCIAL WORK. 481717 3752682 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 X 21 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X DAVID C PEERY DIRECTOR OF FINANCE 8176070060 1315 BROOKSIDE DR HURST TX 76053 TREVOR MITCHELL EXECUTIVE DIRECTOR & CEO 42.00 8.00 X 134467 0 17231 LARAE BAKERINK CHAIR (OUTGOING) 5.00 X X 0 0 0 TIMMY KING CHAIR (INCOMING) 5.00 1.00 X X 0 0 0 LORI NORRIS 1ST VICE CHAIR 5.00 X X 0 0 0 BILLIE LEE 2ND VICE CHAIR (OUTGOING) 5.00 1.00 X X 0 0 0 ANGELA CHRISTIE 2ND VICE CHAIR (INCOMING) 5.00 X X 0 0 0 JASON SEILER SECRETARY (OUTGOING) 5.00 X X 0 0 0 IAN RANDAL STROCK SECRETARY/REGIONAL VICE CHAIR 1 5.00 X X 0 0 0 TASHA CRISS TREASURER 5.00 X X 0 0 0 TERESA CAMPBELL REGIONAL VICE CHAIR 1 (INCOMING) 5.00 X 0 0 0 HENRI BUCCINE-SCHRAEDER REGIONAL VICE CHAIR 2 (OUTGOING) 5.00 X 0 0 0 TREBOR LEFEBVRE REGIONAL VICE CHAIR 2 (INCOMING) 5.00 X 0 0 0 JOHN VOYMAS REGIONAL VICE CHAIR 3 (OUTGOING) 5.00 X 0 0 0 LORA MITCHELL REGIONAL VICE CHAIR 3/COMMUNCATION OFFICER 5.00 X 0 0 0 JON GRUEBELE REGIONAL VICE CHAIR 4 5.00 X 0 0 0 NANCY CAMPBELL REGIONAL VICE CHAIR 5 5.00 X 0 0 0 JOHN NEEMIDGE REGIONAL VICE CHAIR 6 5.00 X 0 0 0 RICH OLCOTT REGIONAL VICE CHAIR 7 (OUTGOING) 5.00 X 0 0 0 BETH ANNE DEMETER REGIONAL VICE CHAIR 7 (INCOMING) 5.00 X 0 0 0 TRACEY GUICE REGIONAL VICE CHAIR 8 5.00 X 0 0 0 RACHEL KIBLER REGIONAL VICE CHAIR 9 5.00 X 0 0 0 THOMAS G THOMAS REGIONAL VICE CHAIR 10 5.00 X 0 0 0 CHARLES STEINHICE DIR. OF SCIENCE & EDUCATION 5.00 20.00 X 0 0 0 TABBY VOS DEVELOPMENT OFFICER 5.00 X 0 0 0 STEPHANIE THORNTON MEMBERSHIP OFFICER (OUTGOING) 5.00 X 0 0 0 KIMBERLY STRICKLAND MEMBERSHIP OFFICER (INCOMING) 5.00 X 0 0 0 ROBIN CRAWFORD COMMUNICATIONS OFFICER (INCOMING) 5.00 X 0 0 0 GARRISON KLUECK OMBUDSMAN 5.00 X 0 0 0 134467 0 17231 1 0 1 0 ROYLE PRINTING 745 S BIRD ST SUN PRAIRIE WI 53590 PUBLISHING & PRINTING 146113 M POWER PROMOTIONS INC 10817 FERNALD AVE DALLAS TX 75218 LICENSING AND BRAND DEVELOPMENT 105747 2 23348 23348 MEMBERSHIP DUES 900099 3088645 3088645 GATHERING/EVENTS 900099 518379 518379 TESTING 900099 282411 282411 PUBLICATIONS 541800 31505 31505 3920940 142020 142020 62961 62961 576887 437127 139760 139760 139760 139978 83871 56107 56107 ADMINSTRATIVE SUPPORT 561000 384813 384813 MISCELLANEOUS 900099 14217 14217 399030 4744166 3889435 87612 743771 10000 10000 157308 6292 134499 16517 1158279 973400 161006 23873 404 304 88 12 94275 80505 11962 1808 147831 111167 32239 4425 20667 20667 26618 26618 22635 22635 348198 301105 30244 16849 20266 20126 123 17 658278 656122 549 1607 212031 210736 1295 151079 118105 29064 3910 18971 14301 4116 554 285315 202730 1904 80681 257791 257791 32278 24166 7150 962 135955 118217 15635 2103 ANNUAL GATHERING 401799 401799 LOCAL GROUP SUPPORT 117092 117092 EQUIPMENT RENTAL 44418 30903 13515 AWARDS 27215 26653 55 507 75177 71168 3097 912 4423880 3752682 501651 169547 663953 621316 2343333 1701341 103897 113266 59698 80274 107685 175417 719678 586490 119319 133188 5804907 6941940 1816472 1943893 11019264 11710635 502596 477760 9907658 10526070 1796108 1927421 12206362 12931251 X -1187098 -1220616 -1187098 -1220616 11019264 11710635 X 320286 -310844 -42960 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5510901 1486237 8712 22635 6983215 5528947 18046 5510901 1.00000 0 0 2625 2625 717053 586490 130563 133188 LOCAL GROUP CASH 1927421 DUE FROM MENSA EDUCATION AND RESEARCH FOUNDATION 16472 1943893 LOCAL GROUP CASH LIABILITY 1927421 1927421 X 4278237 -310844 -310844 4589081 22635 132450 155085 4744166 4311755 0 4311755 22635 89490 112125 4423880 PART V, LINE 4: MENSA'S BOARD DESIGNATED FUNDS ARE RESERVED FOR MEMBERSHIP SERVICES TO LIFETIME MEMBERS AND MULTI-YEAR MEMBERS. BENEFITS INCLUDE ACCESS TO RESEARCH, REGISTRATION FOR THE ANNUAL MEETING, AND ACCESS TO OTHER EVENTS AND PUBLICATIONS. PART X, LINE 2: MENSA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC). TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEARS ENDED MARCH 31, 2022 AND 2021. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOCAL CHAPTER REVENUE 132,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOCAL CHAPTER EXPENSES 89,490. 1 MENSA EDUCATION AND RESEARCH FOUNDATION 1315 BROOKSIDE DR HURST TX 76053 752857248 501(C)(3) 10000 0 N/A N/A GENERAL PROGRAM ASSISTANCE 1 PART I, LINE 2: THE GRANTS ISSUED ARE UNRESTRICTED GIFTS. NO FORMAL MONITORING IS REQUIRED. X X X 0 0 0 1 0 0 0 0 0 TREVOR MITCHELL EXECUTIVE DIRECTOR & CEO 126967 0 6000 0 1500 0 0 0 17231 0 151698 0 0 0 PART I, LINE 5 A BONUS WAS GIVEN TO THE EXECUTIVE DIRECTOR/CEO IN 2022 BASED ON THE ORGANIZATION'S PERFORMANCE ACCORDING TO THEIR EMPLOYMENT CONTRACT. FORM 990, PART V, LINE 2A AMERICAN MENSA USES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO) FOR PAYROLL, BENEFITS, HUMAN RESOURCE CONSULTING AND PAYROLL TAX FILING UNDER THE PEO'S MULTI-EMPLOYER TAX IDENTIFICATION NUMBER. MENSA BEGAN THE 2021 CALENDAR YEAR WITH TRINET AND MADE A MID-YEAR CONVERSION TO G&A PARTNERS, THEREFORE, TRINET WOULD HAVE REPORTED 21 FORM W-2S FOR EMPLOYEES AND G&A PARTNERS WOULD HAVE REPORTED 19. THE DIFFERENCE OF TWO WAS DUE TO A REDUCTION IN WORKFORCE. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE CHAIRMAN, FIRST VICE-CHAIRMAN, SECOND VICE-CHAIRMAN, SECRETARY, AND TREASURER, AND ONE ELECTED REGIONAL VICE-CHAIR WHO IS ON THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS. IN THE EVENT OF THE RESIGNATION, REMOVAL, ADVANCEMENT, OR DEATH OF A REGIONAL VICE CHAIRMAN, A REGIONAL COORDINATOR SHALL BE APPOINTED TO SERVE ON THE BOARD AND SHALL CARRY OUT THE DUTIES OF THE REGIONAL VICE CHARIMAN. THE REGIONAL COORDINATOR SHALL POSSESS ALL OF THE AUTHORITY OF THE ROLE EXCEPT THE RIGHT TO VOTE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PERSONS FOUND QUALIFIED IN ACCORDANCE WITH THE ELIGIBILITY REQUIREMENTS SET FORTH IN THE INTERNATIONAL CONSTITUTION AND WHO PAY ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A ALL ARE MEMBERS. FIVE ARE ELECTED BY THE ENTIRE NATIONAL MEMBERSHIP. THE 10 REGIONAL OFFICERS ARE ELECTED BY MEMBERS IN THEIR RESPECTIVE GEOGRAPHIC AREAS. THE 15 ELECTED OFFICERS APPOINT 4 ADDITIONAL OFFICERS. EACH ELECTED OFFICER IS ENTITLED TO ONE VOTE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS MAY NOT BE AMENDED EXCEPT ON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE BALLOTS CAST BY VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION BY AN INDEPENDENT ACCOUNTING FIRM, KEY MANAGEMENT AND GOVERNANCE REVIEW THE FORM 990 TOGETHER. COPIES OF THE RETURN ARE THEN PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. INDIVIDUALS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT. THE POLICY IS MONITORED AT THE BOARD AND MANAGEMENT LEVELS. SHOULD AN INDIVIDUAL HAVE A CONFLICT, THE INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN DISCUSSIONS AND MUST ABSTAIN FROM VOTING ON THE ISSUES. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE ANNUAL ASSESSMENT OF PERFORMANCE AS UNDERTAKEN BY THE BOARD OF DIRECTORS. IN ADDITION, THEY USE COMPARABLE SALARY DATA WHEN MAKING THEIR RECOMMENDATION TO THE FINANCE & AUDIT COMMITTEE. MINUTES FROM THIS ANNUAL MEETING ARE KEPT ON FILE. THIS PROCESS WAS UNDERTAKEN DURING 2021. FOR OTHER DIRECTOR LEVEL STAFF MEMBERS, THE EXECUTIVE DIRECTOR ANNUALLY REVIEWS AND UPDATES THE COMPENSATION PLAN, WHICH TAKES INTO ACCOUNT NON-PROFIT DATA FOR SIMILAR JOBS THROUGHOUT THE U.S. ALL INCREASES ARE BASED ON PERFORMANCE (MERIT) REVIEWS. THIS PROCESS WAS UNDERTAKEN DURING 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP UPON REQUEST. FORM 990, PART XI, LINE 9: LOCAL GROUPS EQUITY ADJUSTMENT -42,960. MENSA EDUCATION AND RESEARCH FOUNDATION 1315 BROOKSIDE DR HURST TX 76053 752857248 EDUCATION AND RESEARCH SUPPORT TX 501(C)(3) LINE 7 AMERICAN MENSA LTD 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 MENSA EDUCATION AND RESEARCH FOUNDATION B 10000 DONATION/GRANT MENSA EDUCATION AND RESEARCH FOUNDATION K 109585 CASH TRANSFERRED MENSA EDUCATION AND RESEARCH FOUNDATION L 363080 CONTRACT VALUE MENSA EDUCATION AND RESEARCH FOUNDATION Q 69038 COST