AMERICAN ASSOCIATION OF ADVERTISING AGENCIES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ADVERTISING AGENCIES INC (EIN 13-1621786)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-07
- IRS object ID
- 202200389349300855
- Schema version
- 2020v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-07T09:07:02-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131621786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ADVERTISING | BusinessNameLine1Txt |
| Business Name Line2 | AGENCIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2128500770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES O'DONNELL | PersonNm |
| Person Title | EVP FINANCE & TREASURER | PersonTitleTxt |
| Phone | 2128500770 | PhoneNum |
| Signature | 2022-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | ODONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4A'S | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARLA KAPLOWITZ PRESCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,229,067 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE 4A'S EMPOWERS MEMBERS TO DRIVE COMMERCE, SPARK CONNECTIONS (CONTINUED ON SCHEDULE O). | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,830,899 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,315,352 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,118,023 | PYInvestmentIncomeAmt |
| CY Investment Income | $991,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $364,053 | PYOtherRevenueAmt |
| CY Other Revenue | $198,646 | CYOtherRevenueAmt |
| PY Total Revenue | $14,312,975 | PYTotalRevenueAmt |
| CY Total Revenue | $13,505,364 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $125,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,575 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,100,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,599,579 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,702,292 | PYOtherExpensesAmt |
| CY Other Expenses | $4,827,546 | CYOtherExpensesAmt |
| PY Total Expenses | $14,928,149 | PYTotalExpensesAmt |
| CY Total Expenses | $13,461,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$615,174 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,512,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,913,177 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,147,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,435,216 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,364,821 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,477,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 4A'S WAS ESTABLISHED IN 1917 TO PROMOTE, ADVANCE, AND DEFEND THE INTERESTS OF OUR MEMBER AGENCIES, EMPLOYEES AND THE ADVERTISING AND MARKETING INDUSTRIES OVERALL. TODAY THE ORGANIZATION SERVES MORE THAN 600 MEMBER AGENCIES ACROSS 1,200 OFFICES (CONTINUED ON SCHEDULE O). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AAAA PROVIDES COUNTLESS OTHER SERVICES, INCLUDING MANAGEMENT STUDIES, TO APPROXIMATELY 350 MEMBER COMPANIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES O'DONNELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128500713 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARLA KAPLOWITZ | ||||||||
| PRESIDENT & CEO | 40.00 | 5.00 | Yes (X) | Yes (X) | $578,274 | $0 | $32,889 | |
| CHRISTINE FRUECHTE | ||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARRY WACKSMAN | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABBEY KLAASSEN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHARON NAPIER | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG STERN | ||||||||
| PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOU AVERSANO | ||||||||
| DIRECTOR-AT-LARGE (THRU 05/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE-CLAIRE BARKER | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CREDLE | ||||||||
| DIRECTOR-AT-LARGE (THRU 12/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MANESS | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN MATTS | ||||||||
| DIRECTOR-AT-LARGE (THRU 12/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY RING | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB SCHWARTZ | ||||||||
| DIRECTOR-AT-LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WILLIAMS | ||||||||
| DIRECTOR-AT-LARGE | MLC CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BACHMANN | ||||||||
| CENTRAL REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SEAMEN | ||||||||
| CENTRAL REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAISY EXPOSITO | ||||||||
| EASTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GRAFF | ||||||||
| EASTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD BENNETT | ||||||||
| SOUTHERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB MORRISON | ||||||||
| SOUTHERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WARD | ||||||||
| SOUTHERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ANGELO | ||||||||
| WESTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GALLEGOS | ||||||||
| WESTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC JOHNSON | ||||||||
| WESTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVIKA BULCHANDANI | ||||||||
| DIRECTOR-AT-LARGE (AS OF 05/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS FOSTER | ||||||||
| DIRECTOR-AT-LARGE (AS OF 05/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON GAIKOWSKI AS OF 0520 | ||||||||
| DIRECTOR-AT-LARGE | CX COUNCIL | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF KING | ||||||||
| CENTRAL REGION DIRECTOR(AS OF 05/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA STEELE AS OF 0520 | ||||||||
| EASTERN REGION DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANI DUNCAN | ||||||||
| DIRECTOR-AT-LARGE (AS OF 01/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VITA HARRIS | ||||||||
| DIRECTOR-AT-LARGE (AS OF 01/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE MACNEVIN | ||||||||
| DIRECTOR-AT-LARGE (AS OF 01/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN PAGLIUCA | ||||||||
| DIRECTOR-AT-LARGE (AS OF 01/21) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLIE ROSEN | ||||||||
| EVP ARM | 45.00 | 0.00 | Yes (X) | $259,661 | $0 | $30,491 | ||
| RICHARD O'BRIEN THRU 0420 | ||||||||
| EVP GOVERNMENT RELATIONS | 45.00 | 0.00 | Yes (X) | $100,478 | $0 | $8,400 | ||
| CHARLES FOXGROVER | ||||||||
| CHIEF DIGITAL OFFICER | 45.00 | 0.00 | Yes (X) | $146,762 | $0 | $20,828 | ||
| JAMES O'DONNELL | ||||||||
| EVP FINANCE/TREASURER | 45.00 | 5.00 | Yes (X) | $187,341 | $0 | $29,454 | ||
| SIMON FENWICK | ||||||||
| EVP DIVERSITY | 20.00 | 20.00 | Yes (X) | $211,651 | $0 | $12,065 | ||
| ALISON PEPPER | ||||||||
| EVP GOVERNMENT RELATIONS | 45.00 | 0.00 | Yes (X) | $214,903 | $0 | $9,746 | ||
| GREGORY WALKER | ||||||||
| SVP | 45.00 | 0.00 | Yes (X) | $191,019 | $0 | $3,554 | ||
| DONNA TOBIN | ||||||||
| EVP - MAR COM/EVENTS & PARTNERSHIPS | 45.00 | 0.00 | Yes (X) | $327,419 | $0 | $1,813 | ||
| ADAM COTUMACCIO | ||||||||
| COO | 45.00 | 0.00 | Yes (X) | $237,234 | $0 | $32,889 | ||
| BRIAN NIENHAUS AS OF 0420 | ||||||||
| SVP MED, CENTRAL REGION | 45.00 | 0.00 | Yes (X) | $172,813 | $0 | $21,959 | ||
| MARK S PIAZZA | ||||||||
| SVP OF NEW BUSINESS DEVELOPMENT | 45.00 | 0.00 | Yes (X) | $171,441 | $0 | $19,556 | ||
| MATT KASINDORF | ||||||||
| SVP | 45.00 | 0.00 | $186,814 | $0 | $14,140 | Yes (X) | ||
| HARLEY GRIFFITHS | ||||||||
| SVP | 45.00 | 0.00 | $164,574 | $0 | $19,212 | Yes (X) | ||
| JUAN C SUAREZ | ||||||||
| SVP, MEMBER ENGAGEMENT & DEV., WEST | 45.00 | 0.00 | $171,576 | $0 | $26,518 | Yes (X) | ||
| SEAN MCGLADE | ||||||||
| VP, INSTRUCTIONAL DESIGN | 45.00 | 0.00 | $148,084 | $0 | $12,396 | Yes (X) | ||
| SALVATORE CONTE | ||||||||
| VP | 45.00 | 0.00 | $152,853 | $0 | $19,021 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,622,897 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELEMENT ELEVEN INC | |||||
| 588 E HWY CC - SUITE 1 | NIXA | MO | 65714 | IT DEVELOPMENT | $187,814 |
| VENABLE LLP | |||||
| 1290 AVENUE OF AMERICAS 20TH FL | NEW YORK | NY | 10104 | LEGAL SERVICES | $173,314 |
| ASSOCIATION OF NATIONAL ADVERTISERS | |||||
| 155 EAST 44TH STREET | NEW YORK | NY | 10017 | INDUSTRY SUPPORT | $163,333 |
| DIGITAL CHICK LLC | |||||
| 201 RAILROAD AVENUE | EAST RUTHERFORD | NJ | 07073 | EVENT PRODUCTION | $129,050 |
| WGB CONSULTING | |||||
| 74 BREVCORT ROAD | CHAPPAQUA | NY | 10514 | MEDIA CONSULTING | $121,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $11,178,319 | $11,178,319 |
| CONFERENCES & TRAINING | 900099 | $897,227 | $897,227 |
| COUNCILS REVENUE | 900099 | $107,779 | $107,779 |
| PUBLIC. & TAPE SALES | 900099 | $96,560 | $96,560 |
| SVC FOR NEW AGENCIES | 900099 | $33,750 | $33,750 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,717 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,315,352 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $991,366 | TotalRevenueColumnAmt |
| Exclusion | $991,366 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $723,703 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $723,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| INTERCO. REIMBURSEMENT | 900099 | $150,000 | $150,000 | |
| MISCELLANEOUS REVENUE | 900099 | $48,646 | $48,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $198,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,505,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,465,352 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,040,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,575 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,853,833 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,852,162 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,696 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,007 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,881 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,637 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,085 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,993 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,484 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,318 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,881 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,965 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,579 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,888 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,850 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PUBLICATION & SUBSCRIP. | $447,154 |
| SPECIAL PROJECTS | $384,050 |
| EXPENSES FROM COUNCILS | $212,063 |
| DUES & FEES | $36,522 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,077 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,461,700 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,979 | BOYAmt |
| EOY | $3,755,084 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,807 | BOYAmt |
| EOY | $583,233 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,171 | BOYAmt |
| EOY | $957,971 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,376 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,212,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,008,087 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,531,388 | BOYAmt |
| EOY | $1,204,003 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,399,291 | BOYAmt |
| EOY | $9,693,597 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,621 | BOYAmt |
| EOY | $719,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,512,633 | BOYAmt |
| EOY | $16,913,177 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,114 | BOYAmt |
| EOY | $2,236,055 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,004 | BOYAmt |
| EOY | $2,967,568 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,449 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,245 | BOYAmt |
| EOY | $4,231,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,147,812 | BOYAmt |
| EOY | $9,435,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,364,821 | BOYAmt |
| EOY | $7,477,961 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,364,821 | BOYAmt |
| EOY | $7,477,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,512,633 | BOYAmt |
| EOY | $16,913,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,241,529 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$5,495 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $833,442 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,625,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,575,856 | DepreciationAmt |
| Book Value | $1,049,917 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,063,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $937,772 | DepreciationAmt |
| Book Value | $126,111 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,522,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,494,459 | DepreciationAmt |
| Book Value | $27,975 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,204,003 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $1,527,872 |
| DEFERRED COMPENSATION AGREEMENTS | $1,548,840 |
| OTHER LIABILITIES | $1,154,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,231,593 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,980,978 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,241,529 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $234,085 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,475,614 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,505,364 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,505,364 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,701,280 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $239,580 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $239,580 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,461,700 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,461,700 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | ESCROW OR CUSTODIAL ACCOUNT LIABILITY THE FUNDS REPORTED ON THE FORM 990, PART X, LINE 21 INCLUDE AMOUNTS ASSOCIATED WITH THE VARIOUS REGIONAL COUNCILS THAT HOST GATHERINGS AND SPECIALISTS TO DISCUSS A BROAD ARRAY OF ADVERTISING TOPICS. THE PAYABLE ACCOUNT REPRESENTS THE NET INCOME AND EXPENSES ASSOCIATED WITH FUNDING THE COUNCIL ACTIVITIES. |
| PART X, LINE 2: | FIN 48 FOOTNOTE THE AAAA FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FASB ESTABLISHED CRITERION THAT AN INDIVIDUAL TAX POSITION MUST MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS STANDARD REQUIRES THE ASSOCIATION TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE AAAA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE U.S. INTERNAL REVENUE CODE (THE "CODE"), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE AAAA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AAAA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND, TO REVIEW OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 3 MOVEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CAMBRIDGE AVE SUITE 2 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 473470840 | RecipientEIN |
| Cash Grant | $5,000 | CashGrantAmt |
| Purpose Of Grant | CONTRIBUTIONS/SPONSORSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. | FormAndLineReferenceDesc |
| Explanation | AAAA PERIODICALLY SPONSORS ORGANIZATIONS SO LONG AS MANAGEMENT DETERMINES THAT THOSE ORGANIZATIONS HAVE GOALS AND OBJECTIVES THAT ALIGN WITH AAAA'S TAX-EXEMPT MISSION. AAAA ROUTINELY CONDUCTS BUSINESS WITH THESE ORGANIZATIONS AND RECEIVES ASSURANCES THAT GIFTED FUNDS ARE USED FOR THEIR INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARLA KAPLOWITZ | ||||||||||||||
| PRESIDENT & CEO | $570,181 | $0 | $0 | $0 | $8,093 | $0 | $9,750 | $0 | $23,139 | $0 | $611,163 | $0 | $0 | $0 |
| DONNA TOBIN | ||||||||||||||
| EVP - MAR COM/EVENTS & PARTNERSHIPS | $276,419 | $0 | $51,000 | $0 | $0 | $0 | $0 | $0 | $1,813 | $0 | $329,232 | $0 | $0 | $0 |
| MOLLIE ROSEN | ||||||||||||||
| EVP ARM | $258,661 | $0 | $1,000 | $0 | $0 | $0 | $9,750 | $0 | $20,741 | $0 | $290,152 | $0 | $0 | $0 |
| ADAM COTUMACCIO | ||||||||||||||
| COO | $236,234 | $0 | $1,000 | $0 | $0 | $0 | $9,750 | $0 | $23,139 | $0 | $270,123 | $0 | $0 | $0 |
| ALISON PEPPER | ||||||||||||||
| EVP GOVERNMENT RELATIONS | $213,903 | $0 | $1,000 | $0 | $0 | $0 | $8,045 | $0 | $1,701 | $0 | $224,649 | $0 | $0 | $0 |
| SIMON FENWICK | ||||||||||||||
| EVP DIVERSITY | $210,651 | $0 | $1,000 | $0 | $0 | $0 | $3,405 | $0 | $8,660 | $0 | $223,716 | $0 | $0 | $0 |
| JAMES O'DONNELL | ||||||||||||||
| EVP FINANCE/TREASURER | $186,341 | $0 | $1,000 | $0 | $0 | $0 | $6,629 | $0 | $22,825 | $0 | $216,795 | $0 | $0 | $0 |
| MATT KASINDORF | ||||||||||||||
| SVP | $185,814 | $0 | $1,000 | $0 | $0 | $0 | $5,780 | $0 | $8,360 | $0 | $200,954 | $0 | $0 | $0 |
| JUAN C SUAREZ | ||||||||||||||
| SVP, MEMBER ENGAGEMENT & DEV., WEST | $170,423 | $0 | $1,000 | $0 | $153 | $0 | $3,702 | $0 | $22,816 | $0 | $198,094 | $0 | $0 | $0 |
| BRIAN NIENHAUS AS OF 0420 | ||||||||||||||
| SVP MED, CENTRAL REGION | $171,813 | $0 | $1,000 | $0 | $0 | $0 | $0 | $0 | $21,959 | $0 | $194,772 | $0 | $0 | $0 |
| GREGORY WALKER | ||||||||||||||
| SVP | $189,870 | $0 | $1,000 | $0 | $149 | $0 | $1,842 | $0 | $1,712 | $0 | $194,573 | $0 | $0 | $0 |
| MARK S PIAZZA | ||||||||||||||
| SVP OF NEW BUSINESS DEVELOPMENT | $170,441 | $0 | $1,000 | $0 | $0 | $0 | $0 | $0 | $19,556 | $0 | $190,997 | $0 | $0 | $0 |
| HARLEY GRIFFITHS | ||||||||||||||
| SVP | $163,574 | $0 | $1,000 | $0 | $0 | $0 | $5,120 | $0 | $14,092 | $0 | $183,786 | $0 | $0 | $0 |
| SALVATORE CONTE | ||||||||||||||
| VP | $151,853 | $0 | $1,000 | $0 | $0 | $0 | $4,695 | $0 | $14,326 | $0 | $171,874 | $0 | $0 | $0 |
| CHARLES FOXGROVER | ||||||||||||||
| CHIEF DIGITAL OFFICER | $145,762 | $0 | $1,000 | $0 | $0 | $0 | $4,982 | $0 | $15,846 | $0 | $167,590 | $0 | $0 | $0 |
| SEAN MCGLADE | ||||||||||||||
| VP, INSTRUCTIONAL DESIGN | $147,084 | $0 | $1,000 | $0 | $0 | $0 | $3,891 | $0 | $8,505 | $0 | $160,480 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED TAX GROSS-UP PAYMENTS IN 2020. THESE AMOUNTS ARE INCLUDED IN THEIR TAXABLE WAGES: MARLA KAPLOWITZ $8,093 GREGORY WALKER $149 JUAN C. SUAREZ $153 HEALTH OR SOCIAL CLUB DUES IN FISCAL YEAR 2021, MARLA KAPLOWITZ RECEIVED A REIMBURSEMENT FOR HEALTH CLUB DUES THAT WAS TAXABLE TO HER AND INCLUDED IN HER TAXABLE WAGES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL IMPACT OF COVID-19 ON THE ORGANIZATION | THE COVID-19 PANDEMIC, WHOSE EFFECTS FIRST BECAME KNOWN IN JANUARY 2020, IS HAVING A BROAD AND PROFOUND IMPACT ON COMMERCE AND FINANCIAL MARKETS AROUND THE WORLD. THE EXTENT OF THE IMPACT OF COVID-19 ON THE ASSOCIATION'S OPERATIONAL AND FINANCIAL PERFORMANCE WILL DEPEND ON CERTAIN DEVELOPMENTS, INCLUDING THE DURATION AND SPREAD OF THE OUTBREAK, WHICH AT PRESENT CANNOT BE DETERMINED. ACCORDINGLY, THE EXTENT TO WHICH COVID-19 MAY IMPACT THE ASSOCIATION'S FINANCIAL POSITION AND CHANGES IN NET ASSETS AND CASH FLOWS IS UNCERTAIN AND THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO ADJUSTMENTS RELATING TO THE EFFECTS OF THIS PANDEMIC. |
| FORM 990, PART I, LINE 1 (CONTINUED) | AND SHAPE CULTURE THROUGH INFINITE CREATIVITY. WE ARE DEDICATED TO, AND VESTED IN, OUR MEMBERS' SUCCESS, JUST AS THEY ARE DEDICATED TO HELPING BRANDS CREATE, DISTRIBUTE, AND MEASURE EFFECTIVE AND INSIGHTFUL ADVERTISING AND MARKETING. AND WE CHAMPION THE INFINITE POWER OF CREATIVITY AND VALUE AGENCIES BRING IN DRIVING BUSINESS GROWTH AND POWERFUL CULTURAL CHANGE. THE 4A'S DRIVES BUSINESS. FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION (CONTINUED) WHICH HELP DIRECT MORE THAN 85% OF TOTAL U.S. ADVERTISING SPEND. THE 4A'S IS COMMITTED TO PROTECTING THE BEST INTERESTS OF ITS MEMBERS, THEIR EMPLOYEES AND THE INDUSTRY AT LARGE. ITS BENEFITS DIVISION INSURES MORE THAN 164,000 AGENCY PROFESSIONALS, AND THE DC OFFICE ADVOCATES FOR POLICIES THAT BEST SUPPORT A THRIVING ADVERTISING INDUSTRY. WITH ITS BEST IN CLASS LEARNING AND CAREER DEVELOPMENT PROGRAMS, THE 4A'S AND ITS FOUNDATION FUEL A ROBUST DIVERSITY PIPELINE OF TALENT FOR ITS MEMBERS AND THE MARKETING AND MEDIA INDUSTRY, FOSTERING THE NEXT GENERATION OF LEADERS. FORM 990, PART III, LINE 4A (CONTINUED): WITH PARTICIPATING AAAA MEMBERS, AAAA OPERATES VARIOUS COUNCILS COMMITTED TO PROVIDING LEADERSHIP AND INITIATIVES THAT FOSTER THE EFFECTIVENESS OF ITS MEMBERS AND THE OVERALL ADVERTISING INDUSTRY IN VARIOUS GEOGRAPHICAL AREAS NATIONALLY. THESE OBJECTIVES ARE ACHIEVED THROUGH THE PROVISION OF PROGRAMS IN: MARKETING, COMMUNICATIONS, TRAINING AND DEVELOPMENT, EXECUTIVE LEADERSHIP ENRICHMENT, CREATIVE THOUGHT-LEADERSHIP AND EXECUTIVE NETWORKING OPPORTUNITIES. THE WORKPLACE ENLIGHTENMENT CERTIFICATION PROGRAM IS DESIGNED TO MOVE AGENCIES TOWARD THE HIGHEST STANDARDS OF EQUITY AND INCLUSION. IMPACTING ALL LEVELS OF THE ORGANIZATION; FROM C-SUITE TO ENTRY-LEVEL, IT HELPS ADDRESS A RANGE OF NEEDS FROM BUILDING A DIVERSE TALENT PIPELINE TO ENSURING EQUITABLE PRACTICES. THE PROGRAM FOCUSES ON INCLUSION ACROSS RACE, GENDER, AGE, FAITH, LGTBQIA+, AND PEOPLE WITH DISABILITIES. FORM 990, PART III, LINE 4B (CONTINUED): EDUCATION: AAAA PROVIDES A LIBRARY WITH UNLIMITED INFORMATION PERTAINING TO PRODUCTS AND COMPANIES; AIDS IN SETTING INDUSTRY STANDARDS; PUTS OUT MANY EDUCATIONAL PUBLICATIONS; AND CONDUCTS TRAINING, SEMINARS, AND MEETINGS. FORM 990, PART III, LINE 4C (CONTINUED): AAAA ESTABLISHED ITS WASHINGTON OFFICE TO ADDRESS FEDERAL AND STATE LEGISLATION AND TO EDUCATE LEGISLATORS ON RAMIFICATIONS OF PROPOSED BILLS AFFECTING THE ADVERTISING INDUSTRY. |
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES THE ASSOCIATION REPORTED 62 EMPLOYEES ON ITS 2020 FORM W-3; HOWEVER, THE ASSOCIATION NOTES THAT SOME OF THOSE EMPLOYEES PROVIDED SERVICES EXCLUSIVELY TO RELATED ORGANIZATIONS, AAAA BENEFITS, INC. AND TO AN UNRELATED PARTY, THE HEALTH CARE COALITION. THE COSTS OF THOSE SERVICES WERE REIMBURSED IN FULL BY THE DESIGNATED ORGANIZATIONS. PLEASE REFER TO SCHEDULE R FOR MORE DETAIL. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS THE AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. IS A TRADE ASSOCIATION WHOSE MEMBERS REPRESENT A WIDE RANGE OF DISCIPLINES WITHIN THE MARKETING COMMUNICATIONS LANDSCAPE. MEMBERS PARTICIPATE IN SHAPING THEIR ORGANIZATION AND ENTIRE INDUSTRY THROUGH THEIR DEDICATED WORK ON COMMITTEES, REGIONS, COUNCILS, AND FORUMS AS WELL AS SERVING ON THE NATIONAL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO MAY ELECT THE CHAIR OF THE BOARD AND THE SECRETARY-TREASURER SHALL BE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS OF THE ASSOCIATION TO SERVE FOR TWO YEARS. THE VICE-CHAIR SHALL BE ELECTED AT AN ANNUAL MEETING IN YEARS NOT HAVING AN ELECTION OF A CHAIR AND SHALL SERVE FOR ONE YEAR. THE DIRECTORS-AT-LARGE SHALL BE ELECTED TO SERVE FOR A PERIOD OF THREE YEARS. REGIONAL DIRECTORS, NOMINATED BY THE RESPECTIVE REGIONS, SHALL BE ELECTED TO SERVE FOR ONE YEAR. THE DIRECTORS-AT-LARGE SHALL BE DIVIDED INTO THREE CLASSES TO CONSIST OF FOUR IN EACH CLASS. ONE CLASS SHALL BE ELECTED ANNUALLY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL ALL ELECTIONS AND RESOLUTIONS, UNLESS OTHERWISE SPECIFICALLY PROVIDED FOR, SHALL REQUIRE A MAJORITY VOTE OF THE MEMBERS IN ATTENDANCE. TWENTY PERCENT OF THE MEMBERS SHALL CONSTITUTE A QUORUM AT ANY ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION FOR THE TRANSACTION OF BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, GRANT THORNTON, LLP, IN CONJUNCTION WITH THE ASSOCIATION'S FINANCIAL DEPARTMENT. ONCE COMPLETED, A DRAFT OF THE 2020 FORM 990 IS SENT TO THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE BY VIRTUE OF THEIR EMPLOYMENT OR BOARD SERVICE WITH THE ASSOCIATION. EACH INDIVIDUAL IS REQUIRED TO SIGN THE CODE OF CONDUCT POLICY ANNUALLY (WHICH ATTESTS TO THEIR INDEPENDENCE). WITHIN THE CODE OF CONDUCT POLICY THERE IS A REQUIREMENT TO DIVULGE ANY CONFLICT. THE SIGNED DOCUMENTS ARE RETAINED BY HUMAN RESOURCES AND THE BOARD SECRETARY. POTENTIAL CONFLICTS OF INTEREST ARE INVESTIGATED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS USED TO DETERMINE EXECUTIVE COMPENSATION THE ASSOCIATION HAS ESTABLISHED A COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. THE COMPENSATION COMMITTEE MEETS ANNUALLY TO APPROVE BOTH RAISES AND BONUSES. THE OVERALL SALARY AND BENEFIT EXPENSES FOR THE NEXT FISCAL YEAR ARE PRESENTED TO THE FULL BOARD OF DIRECTORS IN JANUARY. THE BOARD OF DIRECTORS IS REQUIRED TO APPROVE THE BUDGET, BEFORE SALARY INCREASES GO INTO EFFECT. NONE OF THE OFFICERS AND/OR KEY EMPLOYEES MAY HAVE INPUT INTO THEIR OWN COMPENSATION PACKAGES. THE LAST COMPENSATION STUDY WAS PERFORMED IN OCTOBER OF 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ASSOCIATION MAKES ITS CONSTITUTION AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, EXEMPTION APPLICATION, BYLAWS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART VII | COMPENSATION THE AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. ALLOCATES A PERCENTAGE OF ITS EXECUTIVE SALARIES TO A RELATED TAXABLE CORPORATION, AAAA BENEFITS, INC. FOR PURPOSES OF PART VII AND SCHEDULE J, ALL SALARY IS BEING REPORTED TO THE ASSOCIATION SINCE IT ISSUES W-2 FORMS TO THE OFFICERS. FOR THE YEAR ENDING 03/31/2021, THE ASSOCIATION ALLOCATED SALARIES EQUAL TO APPROXIMATELY $150,000 TO AAAA BENEFITS, INC. FORM 990, PART XI DURING FISCAL 2021, AAAA'S PERFORMED A DETAILED ANALYSIS OF THE RELATIONSHIP IT MAINTAINS WITH AND THE GOVERNANCE STRUCTURE OF ITS COUNCILS. THE RESULTS OF THIS EVALUATION CONCLUDED THAT THE COUNCILS EFFECTIVELY OPERATE AS AN EXTENSION OF THE PROGRAMMATIC OFFERINGS AND OVERALL STRATEGY OF AAAA. AAAA HAS HISTORICALLY ACCOUNTED FOR THE ACTIVITIES OF AND, SPECIFICALLY, THE CASH IT HOLDS ON THE COUNCILS' BEHALF, AS AN ASSET WITH A CORRESPONDING LIABILITY. AS A RESULT, IN FISCAL 2021, AAAA REVISED ITS REPORTING FOR THE AMOUNTS HELD FOR ITS COUNCILS TO REFLECT SUCH ASSETS AS PART OF THE OVERALL NET ASSETS OF AAAA. THIS RESULTED IN AN EQUITY ADJUSTMENT, REPRESENTING THE CUMULATIVE AMOUNT OF CASH HELD FOR THE COUNCILS AS OF APRIL 1, 2019, TOTALING $734,691, IN THE ACCOMPANYING 2020 CONSOLIDATED FINANCIAL STATEMENTS, WITH THE CORRESPONDING REVENUES AND EXPENSES PERTAINING TO COUNCIL ACTIVITY BEING DISCREETLY PRESENTED ON THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES FOR BOTH 2021 AND 2020. |
| FORM 990, PART XI, LINE 9: | NET PERIODIC PENSION BENEFIT 83,993. ADJUSTMENT TO BEGINNING EQUITY TO REFLECT AD COUNCIL'S NET ASSETS 734,691. CHANGE IN NET ASSETS BEFORE NET PERIODIC PENSION BENEFIT 14,758. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4A'S WORKPLACE ENLIGHTENMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $2,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAAA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAAA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133949950 | EIN |
| Primary Activities | SCHOLARSHIPS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVERTISING DIGITAL IDENTIFICATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061639073 | EIN |
| Primary Activities | DIGITAL ID'S | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,789,784 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,130,369 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAAA BENEFITS INC | |||||||||||||
| 11020 DAVID TAYLOR DRIVE SUITE 305 | CHARLOTTE | NC | 28262 | 133439015 | EMP BENEFITS | NC | AAAA | C | $3,050,442 | $7,701,169 | 1.00000 | Yes (1) | |
| AAAA INSURANCE COMPANY LTD | |||||||||||||
| 11020 DAVID TAYLOR DRIVE SUITE 305 | CHARLOTTE | NC | 28262 | 980207541 | INSURANCE | AAAA | C | $19,973,632 | $29,919,832 | 1.00000 | Yes (1) | BD | |
| AAAA GROUP INSURANCE TRUST | |||||||||||||
| 11020 DAVID TAYLOR DRIVE SUITE 305 | CHARLOTTE | NC | 28262 | 133685892 | SUPPORT SVCS | NC | AAAA | T | 1.00000 | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AAAA BENEFITS INC | ||
| F | $100,000 | DIRECT |
| AAAA BENEFITS INC | ||
| L | $150,000 | FMV |
| AAAA BENEFITS INC | ||
| O | $330,000 | FMV |
| ADVERTISING DIGITAL IDENTIFICATION LLC | ||
| S | $730,000 | DIRECT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION DISCLOSES FOUR TRANSACTIONS ON SCHEDULE R. THE ASSOCIATION IS REIMBURSED BY AAAA FOUNDATION FOR CERTAIN ADMINISTRATIVE, PROGRAMMATIC AND SUPPORT SERVICES. THESE EXPENSES ARE REIMBURSED AT COST AND THE TOTAL REIMBURSED FOR THE YEAR ENDING MARCH 31, 2021 WAS $48,739. THE ASSOCIATION IS REIMBURSED BY AAAA BENEFITS FOR A PERCENTAGE OF THE SALARY COSTS OF SIX EMPLOYEES, AS WELL AS A PERCENTAGE OF LEGAL AND PAYROLL COSTS. THE ASSOCIATION DOES NOT ASSESS ANY MARK UP ON THESE EXPENSES; THEY ARE REIMBURSED AT COST AND THE TOTAL REIMBURSED FOR THE YEAR ENDING MARCH 31, 2021 WAS $150,000 FOR ADMINISTRATIVE AND SUPPORT SERVICES. THE ASSOCIATION IS ALSO REIMBURSED $330,000 FOR THE YEAR ENDING MARCH 31, 2021 FOR EXPENSES THAT DEAL WITH SALARIES AND EMPLOYEE BENEFITS. THE ASSOCIATION, LIKEWISE, RECEIVED A DIVIDEND FROM AAAA BENEFITS IN THE AMOUNT OF $100,000. THE ASSOCIATION INVESTS IN ADVERTISING DIGITAL IDENTIFICATION LLC; THE DISTRIBUTION FROM THIS INVESTMENT FOR THE YEAR ENDING MARCH 31, 2021 WAS $730,000. | ExplanationTxt |