2023-05-12T10:07:53-05:00 2022-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-07-01 530211350 AMERICAN COUNSELING ASSOCIATION AMER 7038239821 2461 EISENHOWER AVENUE 300 ALEXANDRIA VA 223144684 SHAWN BOYNES CHIEF EXECUTIVE OFFICER 7038239821 2023-05-11 1 SHAWN BOYNES XXX-XX-XXXX FREDERICK LONGWOOD P00439715 7033366400 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X SHAWN BOYNES 2461 EISENHOWER AVENUE 300 ALEXANDRIA VA 223144684 15886856 0 X WWW.COUNSELING.ORG X 1952 DC THE AMERICAN COUNSELING ASSOCIATION IS A NOT-FOR-PROFIT, PROFESSIONAL AND EDUCATIONAL ORGANIZATION THAT IS DEDICATED TO THE GROWTH AND ENHANCEMENT OF THE COUNSELING PROFESSION. FOUNDED IN 1952, ACA IS THE WORLD'S LARGEST ASSOCIATION EXCLUSIVELY REPRESENTING COUNSELORS IN VARIOUS PRACTICE SETTINGS. 26 23 71 250 450732 180270 29507 26949 9222026 9769389 164367 501968 5331962 4708871 14747862 15007177 35450 11971 0 0 8687990 7783424 0 0 0 6149232 6593061 14872672 14388456 -124810 618721 17102519 15956669 10119446 10368313 6983073 5588356 X PROMOTE THE PROFESSIONAL DEVELOPMENT OF COUNSELORS, ADVOCATE FOR THE PROFESSION, AND ENSURE ETHICAL, CULTURALLY INCLUSIVE PRACTICES THAT PROTECT THOSE USING COUNSELING SERVICES. 0 0 2315470 1494708 SUBSCRIPTIONS AND PUBLICATIONS:TWELVE ISSUES OF COUNSELING TODAY, ACA'S FLAGSHIP PUBLICATION, AND FOUR ISSUES OF ACA'S JOURNAL OF COUNSELING AND DEVELOPMENT WERE PUBLISHED AND DISTRIBUTED TO 58,000 MEMBERS AS WELL AS INSTITUTIONS AND LIBRARIES. ACA OFFERS A WIDE VARIETY OF PUBLICATIONS AND OTHER EDUCATIONAL MATERIALS TO SUPPORT THE COUNSELING PROFESSION. SALES OF ACA BOOKS BENEFIT COUNTLESS COUNSELING PROFESSIONALS AND MEMBERS OF THE PUBLIC BY SHARING KNOWLEDGE AND INSIGHTS REGARDING MENTAL HEALTH, CAREER DEVELOPMENT, ADDICTION, PROFESSIONAL ETHICS AND MORE. 1685148 11971 7992909 MEMBERSHIP:RECRUITMENT AND RETENTION OF COUNSELING PROFESSIONALS WHO ARE REQUIRED TO ABIDE BY THE ACA CODE OF ETHICS. INTERNAL SPECIALTY GROUPS INCLUDE: AMERICAN COLLEGE COUNSELING ASSOCIATION, SOCIETY FOR SEXUAL, AFFECTIONAL, INTERSEX, AND GENDER EXPANSIVE IDENTITIES (SAIGE), COUNSELORS FOR SOCIAL JUSTICE AND ASSOCIATION FOR CHILD AND ADOLESCENT COUNSELING. BENEFITS OF MEMBERSHIP INCLUDE FREE MONTHLY CE, DISCOUNTED LIABILITY INSURANCE, PROFESSIONAL ETHICS, CONSULTATIONS, ADVOCACY AND SUPPORT. 1627912 1084675 CONFERENCE & MEETINGS: HELD ANNUALLY, THE ACA CONFERENCE & EXPO IS ACA'S FLAGSHIP EDUCATIONAL EVENT FOCUSING ON THE PROFESSIONAL DEVELOPMENT OF COUNSELORS IN VARIOUS PRACTICE SETTINGS. THE EVENT ATTRACTS NEARLY 5,000 MENTAL HEALTH PROFESSIONALS WHO COME TO DEVELOP THEIR CAREERS, ADVANCE THE COUNSELING FIELD AND PROMOTE HUMAN DIGNITY. NO OTHER PROFESSIONAL COUNSELING CONFERENCE DELIVERS THE RANGE OF TOPICS AND DEPTH OF KNOWLEDGE FOUND AT ACA'S ANNUAL GATHERING. 1423620 310973 KNOWLEDGE AND LEARNING 1019892 637824 PARTNERSHIPS/GOVERNMENT RELATIONS 2443512 948797 8072042 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 190 0 1 71 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 23 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X SHAWN BOYNES 7038239821 2461 EISENHOWER AVENUE 300 ALEXANDRIA VA 223144684 S KENT BUTLER PRESIDENT 40.00 X X 61250 0 0 KIMBERLY FRAZIER PRESIDENT ELECT 20.00 X X 23750 0 0 SUE PRESSMAN PAST PRESIDENT 10.00 X X 39375 0 0 DANICA HAYES AARC REPRESENTATIVE 2.00 X 0 0 0 WENDY KILLAM AADA REPRESENTATIVE 2.00 X 0 0 0 HAYLEY STULMAKER ACAC REPRESENTATIVE 2.00 X 0 0 0 MONICA OSBURN ACCA REPRESENTATIVE 2.00 X 0 0 0 STELLA BEATRIZ KERL-MCCLAIN ACC REPRESENTATIVE 2.00 X 0 0 0 MARTY JENCIUS ACES REPRESENTATIVE 2.00 X 0 0 0 MARK SCHOLL AHC REPRESENTATIVE 2.00 X 0 0 0 JANE RHEINECK SAIGE REPRESENTATIVE 2.00 X 0 0 0 CATHERINE CHANG AMCD REPRESENTATIVE 2.00 X 0 0 0 MICHAEL HARTLEY ARCA REPRESENTATIVE 5.00 X 0 0 0 HARRIET GLOSOFF ASERVIC REPRESENTATIVE 2.00 X 0 0 0 CHRISTINE SUNITI BHAT ASGW REPRESENTATIVE 4.00 X 0 0 0 RACHEL GOODMAN CSJ REPRESENTATIVE 3.00 X 0 0 0 LEIGH FALLS HOLMAN IAAOC REPRESENTATIVE 2.00 X 0 0 0 RYAN CARLSON IAMFC REPRESENTATIVE 1.00 X 0 0 0 DANNETTE BERKSTEINER MGCA REPRESENTATIVE 2.00 X 0 0 0 LISA SEVERY NCDA REPRESENTATIVE 2.00 X 0 0 0 SENEKA ARRINGTON NECA REPRESENTATIVE 2.00 X 0 0 0 JASON MAROTZKE MWR REPRESENTATIVE 1.00 X 0 0 0 SUMMER REINER NAR REPRESENTATIVE 4.00 X 0 0 0 HILLARY PRESS SR REPRESENTATIVE 2.00 X 0 0 0 ELIZABETH FORSYTH WR REPRESENTATIVE 2.00 X 0 0 0 ASHLEI RABESS STUDENT REPRESENTATIVE 2.00 X 0 0 0 RICHARD YEP CHIEF EXECUTIVE OFFICER 40.00 X 803798 0 52026 DAVID JACKSON CHIEF FINANCIAL OFFICER 40.00 X 230899 0 18305 LYNN LINDE CHIEF KNOWLEDGE & LEARNING OFFICER 40.00 X 219625 0 20162 NATASHA RANKIN CHIEF OPERATING OFFICER 40.00 X 284730 0 34023 ERIK HINES TREASURER 5.00 X 3750 0 0 BRIAN BANKS CHIEF GOV'T AFFS. & PUBLIC POLICY OFFICER 40.00 X 176621 0 18733 TIFFANY ERICKSON CHIEF COMMUNICATIONS & ENGAGEMENT OFFICER 40.00 X 201434 0 20467 ANGELA THOMPSON CHIEF HR & DIVERSITY OFFICER 40.00 X 251072 0 37532 CAROLYN BAKER PUBLISHER 40.00 X 149657 0 26099 MORRIS FLATER DIR, IT AND IT SECURITY 40.00 X 135809 0 10209 THERESA L HOLMES DIR MEETINGS 40.00 X 128541 0 9367 JONATHAN ROLLINS EDITOR IN CHIEF 40.00 X 116407 0 39665 BRANDI AUSTIN MCINTYRE DIR, GOVERNANCE & LEADERSHIP SVCS 40.00 X 114931 0 25044 2941649 0 311632 18 0 1 0 KOYA LEADERSHIP PARTNERSHIPS LLC 29 GREEN STREET NEWBURYPORT MA 01950 CEO SEARCH 200924 ALTA IT SERVICES PO BOX 645425 PITTSBURGH PA 152645425 IT TEMP WORKERS 169913 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASS AVE NW WASHINGTON DC 20001 LOBBYING 114600 3 26949 26949 MEMBERSHIP DUES 900099 7992909 7992909 CONFERENCES 611430 1084675 852312 232363 ADVERTISING 541800 321756 321756 ONLINE LEARNING 511120 310973 231135 79838 PUBLICATIONS & SUBSCRI 611430 59076 59076 9769389 332031 332031 2721312 49138 2672174 904643 902553 -167847 2090 167847 169937 169937 1494708 144973 1349735 1349735 ADMINISTRATIVE FEES 541200 411873 411873 OTHER REVENUE 561499 225951 225951 637824 15007177 11122991 450732 3406505 X 996 996 10975 10975 2307844 700970 1606874 4711433 3162084 1549349 201195 135345 65850 136305 306005 -169700 426647 252447 174200 232237 232237 77867 35005 42862 76395 76395 157200 157200 53097 53097 1894803 1188217 706586 59127 33672 25455 1057779 686198 371581 922146 130276 791870 449039 449039 338323 338323 266372 121346 145026 541311 449124 92187 245326 245326 86776 96 86680 RECRUITING & STAFF DEVE 91223 3990 87233 OTHER EXPENSES 17487 6765 10722 PROPERTY & SALES TAX 15811 3722 12089 BAD DEBT & OBSOLETE INV 10742 6333 4409 14388456 8072042 6316414 0 2259286 886521 2080738 2005184 891196 1246475 172013 178113 447272 1120655 3014649 1796727 987420 1217922 2352800 4368804 7388743 4322578 523051 610417 17102519 15956669 2333491 2326425 4633449 5058529 3152506 2983359 10119446 10368313 X 6252370 4841064 730703 747292 6983073 5588356 17102519 15956669 618721 -2013438 0 X 0 1 X 1 0 X 22866 1269955 30930 29507 26949 1380207 10840094 11185462 8714519 8868737 9696451 49305263 10862960 12455417 8745449 8898244 9723400 50685470 0 0 0 50685470 2274501 2583062 4387100 5630642 3004205 17879510 2274501 2583062 4387100 5630642 3004205 17879510 13137461 15038479 13132549 14528886 12727605 68564980 0.73920 0.75470 0.26080 0.24530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2411 159241 161652 14226804 14388456 869423 217356 0 0 820779 544124 893634 869423 3127960 4691940 213265 155082 138464 161652 668463 205195 136031 223409 217356 781991 1172987 7547 34856 696 2411 45510 3776075 224087 -2586845 53097 1360220 2818917 4400 1066720 67696 46266 3776075 2433679 355287 217470 145576 41943 2818917 2015099 10442 446116 37978 2433679 1693810 7062 349976 35748 2015100 1.00000 0 0 1106834 45378 1061456 1907815 1751349 156466 1217922 17327-ISHARES MSCI KLD 400 SCL ETF 1245812 F 160369-CRA QUALIFIED INVESTMENT INSTL 1555582 F 163921-TIAA CREF SOCIAL CHOICE BD ADV 1521184 F 4322578 DEFERRED RENT 1231774 POSTRETIREMENT BENEFIT PAYABLE 1264435 DEFERRED COMPENSATION 350332 DUE TO AFFILIATES 136818 2983359 X 12741823 -2013438 64882 -1948556 14690379 53097 263701 316798 15007177 14123237 64882 64882 14058355 53097 277004 330101 14388456 PART V, LINE 4: BOARD-DESIGNATED NET ASSETS HAVE BEEN SET ASIDE FOR THE FOLLOWING PROGRAMS ON JUNE 30, 2022, AND 2021: LONG-TERM RESERVE FUND, REPLACEMENT RESERVE FUND, AND REGIONS. PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. THE ASSOCIATION HAD NO MATERIAL NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE INCLUDED IN THE STATEMENT OF REVENUE 408,674. COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B -144,973. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES INCLUDED IN THE STATEMENT OF EXPENSES 277,004. 1 NAR 1 200 ETHICS 18 1375 DOROTHY ROSS TRUST 3 3250 BRAND & ENGAGEMENT 1 300 ACCA RESEARCH GRANT 3 2000 SAIGE RESEARCH GRANT 1 500 EMERGING LEADER AWARDS 2 600 CSJ GRANTS PROJECT 1 500 CSJ REESE HOUSE 1 250 RESEARCH GRANT 3 2000 PART I, LINE 2: GRANTS ARE GIVEN FOR SPECIFIC APPROVED PURPOSES RELATED TO THE MISSION OF THE ASSOCIATION AND ARE AUTHORIZED BY THE CEO AND/OR THE COO OR HIS/HER DESIGNATE(S). X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 RICHARD YEP CHIEF EXECUTIVE OFFICER 749623 0 20665 0 33510 0 26000 0 27844 0 857642 0 0 0 NATASHA RANKIN CHIEF OPERATING OFFICER 267138 0 17142 0 450 0 19500 0 15774 0 320004 0 0 0 ANGELA THOMPSON CHIEF HR & DIVERSITY OFFICER 230962 0 18130 0 1980 0 11517 0 28946 0 291535 0 0 0 DAVID JACKSON CHIEF FINANCIAL OFFICER 212889 0 17740 0 270 0 16915 0 5142 0 252956 0 0 0 LYNN LINDE CHIEF KNOWLEDGE & LEARNING OFFICER 203445 0 10000 0 6180 0 17604 0 5624 0 242853 0 0 0 TIFFANY ERICKSON CHIEF COMMUNICATIONS & ENGAGEMENT OF 190744 0 10000 0 690 0 9371 0 12348 0 223153 0 0 0 BRIAN BANKS CHIEF GOV'T AFFS. & PUBLIC POLICY OF 166328 0 10000 0 293 0 7792 0 12897 0 197310 0 0 0 CAROLYN BAKER PUBLISHER 142319 0 5434 0 1904 0 14511 0 12867 0 177035 0 0 0 JONATHAN ROLLINS EDITOR IN CHIEF 114375 0 1500 0 532 0 12128 0 28528 0 157063 0 0 0 PART I, LINE 1A LONG TERM DISABILITY INSURANCE REIMBURSEMENT IS GROSSED UP. SOME BONUSES WERE GROSSED UP. PART I, LINE 7 PERFORMANCE BASED ON ACHIEVING GOALS OUTLINED IN THE FISCAL YEAR WORK PLAN. FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS: THIS NUMBER INCLUDES APPROXIMATELY 250 STUDENT MEMBER VOLUNTEERS AT OUR ANNUAL CONFERENCE AS WELL AS VOLUNTEER LEADERSHIP. FORM 990, PART VI, SECTION A, LINE 6 APPROXIMATELY 58,000 PROFESSIONAL COUNSELORS AND COUNSELING STUDENTS ARE MEMBERS OF THE AMERICAN COUNSELING ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE PRESIDENT. SPECIALTY DIVISIONS AND REGIONS APPOINT OR ELECT THEIR GOVERNING COUNCIL REPRESENTATIVES BASED ON THEIR BYLAWS AND PROCEDURES. THE TREASURER AND PARLIAMENTARIAN ARE APPOINTED BY THE PRESIDENT AND APPROVED BY THE GOVERNING COUNCIL. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION REQUIRE A TWO-THIRDS VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CEO AND THE AUDIT COMMITTEE. THE 990 IS THEN POSTED ON THE PRIVATE GOVERNING COUNCIL WEBSITE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING COUNCIL MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY SIGNIFICANT CONFLICTS. MEMBERS WILL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST BEFORE DISCUSSING THE SUBJECT WHICH INVOLVES POSSIBLE CONFLICT OF INTEREST AND WILL NOT PARTICIPATE IN ANY ACTION ON THAT SUBJECT. ALL STAFF ARE REQUIRED TO SIGN THE STANDARDS OF ETHICAL CONDUCT WHICH INCLUDES A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S PERFORMANCE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE SALARY IS SET BY CONTRACTUAL AGREEMENT BETWEEN THE CEO AND THE EXECUTIVE COMMITTEE FOLLOWING A RECOMMENDATION BY THE CEO EVALUATION COMMITTEE, WHICH INCLUDES A REPORT PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT WHO PROVIDES RECOMMENDATIONS FROM INFORMATION COMPARING SALARIES AND BENEFITS OF SIMILAR ORGANIZATIONS' HIGHEST STAFF OFFICIALS. THE EXECUTIVE COMMITTEE UTILIZES COMPARABLE SALARY AND BENEFITS DATA TO DETERMINE THE APPROPRIATE SALARY OF THE CEO. COMPENSATION OF KEY EMPLOYEES IS SET FORTH BY THE CEO AND REVIEWED BY THE EXECUTIVE COMMITTEE AS PART OF THE BUDGETING PROCESS. COMPENSATION DISCUSSIONS AND DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. A COMPENSATION COMMITTEE WAS FORMED IN MARCH 2013 TO PROVIDE ADDITIONAL OVERSIGHT. IN MAY 2019, A NEW COMMITTEE- THE CEO EVALUATION COMMITTEE-WAS ESTABLISHED WITH THE RESPONSIBILITY FOR MANAGING THE EVALUATION OF THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE ORGANIZATION'S BY-LAWS ARE AVAILABLE ON THE ACA WEBSITE. FORM 990, PART IX, LINE 11G ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 54,885. MANAGEMENT AND GENERAL EXPENSES 28,115. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,000. EMPLOYEE RECRUITMENT SEARCH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 204,184. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,184. HONORARIUM: PROGRAM SERVICE EXPENSES 23,550. MANAGEMENT AND GENERAL EXPENSES 36,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,050. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 742,861. MANAGEMENT AND GENERAL EXPENSES 341,984. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,084,845. PHOTO/VIDEO SERVICES/STOCK: PROGRAM SERVICE EXPENSES 6,311. MANAGEMENT AND GENERAL EXPENSES 33,571. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,882. SPEAKERS: PROGRAM SERVICE EXPENSES 26,800. MANAGEMENT AND GENERAL EXPENSES 4,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,300. TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 310,826. MANAGEMENT AND GENERAL EXPENSES 57,732. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368,558. WRITERS: PROGRAM SERVICE EXPENSES 22,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,984. AMERICAN COUNSELING ASSOCIATION FOUNDATION 6101 STEVENSON AVE SUITE 600 ALEXANDRIA VA 22304 510252372 SUPPORT COUNSELING DC 501(C)(3) LINE 12B, II AMERICAN COUNSELING ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0