2022-05-10T08:17:31-07:00 2021-12-31 832956170 r r CPAs PSC 1025 Dove Run Rd Ste 305 Lexington KY 40502 990 2021-01-01 363682169 Association for Accounting Marketing Inc ASSO 8594029769 201 E Main St Ste 1405 Lexington KY 40507 Ed Warren Treasurer 2022-05-10 true Ed Warren 999009999 Thomas Cory Reitz P01407307 8593533100 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Ed Warren 201 E Main St Ste 1405 Lexington KY 40507 850908 false X www.accountingmarketing.org X 1995 CO be the leading authority for thought leadership, expertise and education regarding firm growth for the accounting profession. 17 17 0 175 0 25737 49900 40300 401967 778898 4553 6776 166757 866 623177 826840 0 0 73 0 0 0 441987 634242 442060 634242 181117 192598 846357 1013713 243477 188823 602880 824890 To elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources. false false Annual 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, in addition to attending the annual summit, keeps accounting marketing and business development professionals connected to industry experts. false false false true false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 13 0 true 0 true true false false false false false false false X 17 17 false true false false true true false true true false true true true true true true true true false false false X AMR Mgt Services 8594029769 201 E Main St Ste 1405 Lexington KY 40507 X Jen Lemanski Imm. Past Pres. 4.00 0.00 X X 0 0 0 Becca Johns Past President 4.00 0.00 X X 0 0 0 Graeme Gordon Member at Large 2.00 0.00 X 0 0 0 Ed Warren Treasurer 4.00 0.00 X X 0 0 0 Natalie McCann Secretary 4.00 0.00 X X 0 0 0 Nicole Sterling President Elect 4.00 0.00 X X 0 0 0 Crystal Mapp Member at Large 2.00 0.00 X 0 0 0 Carrie Steffen Treasurer 4.00 0.00 X X 0 0 0 Stephanie Gandsey Member at Large 2.00 0.00 X 0 0 0 Jennifer Cantero Vice President 2.00 0.00 X X 0 0 0 Katherine Cohodes President 2.00 0.00 X X 0 0 0 Casey Blake Member at Large 2.00 0.00 X 0 0 0 Christian Moises Member at Large 2.00 0.00 X 0 0 0 Courtney Kiss Member at Large 2.00 0.00 X 0 0 0 Nicola Fleming Member at Large 2.00 0.00 X 0 0 0 Cheryl Foster Member at Large 2.00 0.00 X 0 0 0 Chris O'Day Member at Large 2.00 0.00 X 0 0 0 Greg Cole Member at Large 2.00 0.00 X 0 0 0 Jessica Hekmatjah Member at Large 2.00 0.00 X 0 0 0 Laura Metz Member at Large 2.00 0.00 X 0 0 0 Randy Mowat Member at Large 2.00 0.00 X 0 0 0 0 false false false AMR Management Services 201 E Main St Ste 1405 Lexington KY 40507 Management Services 177116 Loews Philadelphia Hotel 455 Duke Dr Ste 103 Franklin TN 37067 Event 122056 2 40300 20000 40300 Annual Summit 900099 341709 341709 Educational Income 900099 36995 36995 Membership Dues 900099 291520 291520 Other Events 900099 19174 19174 Virtual Summit 900099 56380 56380 33120 33120 778898 5761 5761 0 0 0 25083 24068 1015 1015 1015 0 0 0 Miscellaneous Revenue 900099 866 866 866 826840 780779 5761 0 0 0 0 0 0 0 0 0 0 229116 54000 175116 236 236 3660 3660 0 0 0 16432 10665 5767 0 0 21628 2100 19528 0 0 11597 11597 0 285435 284450 985 0 0 0 0 Bank and credit card fees 21742 11369 10373 Miscellaneous 21547 15146 6401 In-kind 20000 20000 Board and Committee 2849 765 2084 0 634242 390092 244150 0 0 540246 649636 0 1500 0 0 0 0 34988 51673 30800 30800 0 271123 310904 0 0 0 0 846357 1013713 2587 6800 240890 182023 243477 188823 X 602880 818943 5947 602880 824890 846357 1013713 192598 32088 -2676 X false true X true false false false true false 30800 30800 X 856252 32088 32088 824164 2676 2676 826840 634242 634242 634242 Part X : FIN48 Footnote GAAP 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. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company AAM receives various management services including those related to program and administrative services from AMR Management Services. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has one class of voting members. Form 990, Part VI, Line 11b: Form 990 Review Process AN 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 THE ASSOCIATION MANAGEMENT COMPANY'S CONTROLLER AND ASSOCIATION MANAGER. THEREAFTER AN ELECTRONIC COPY OF FORM 990 AND ACCOMPANYING SCHEDULES WILL BE MADE AVAILABLE BY THE ASSOCIATION MANAGER TO EACH VOTING MEMBER OF THE GOVERNING BODY VIA A SECURE AREA ON AAM'S WEBSITE, 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 FORM 990 AND ACCOMPANYING SCHEDULES WILL BE PROVIDED BY THE ASSOCIATION MANAGER TO A DESIGNATED OFFICER TREASURER OR PRESIDENT FOR FINAL AUTHORIZING SIGNATURE. THE SIGNED FORM 990 WILL BE RETURNED TO THE ASSOCIATION MANAGEMENT COMPANY FOR FILING WITH THE IRS BY THE DUE DATE OF THE RETURN. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually, each member of the governing board and management is required to complete a conflict of interest questionnaire which identifies any potential conflicts. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Copies of the organization's governing documents, financial statements and Form 990 are provided upon request.