2022-05-14T10:30:55-05:00 2021-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-07-01 530211350 AMERICAN COUNSELING ASSOCIATION AMER 7038239800 6101 STEVENSON AVE NO 600 ALEXANDRIA VA 22304 RICHARD YEP CEO 7038239800 2022-05-12 1 RICHARD YEP XXX-XX-XXXX FREDERICK LONGWOOD P00439715 2022932200 2022-05-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD YEP 6101 STEVENSON AVE NO 600 ALEXANDRIA VA 22304 15644043 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 62 250 392363 0 30930 29507 7921263 9222026 199105 164367 5139378 5331962 13290676 14747862 8925 35450 0 0 7670297 8687990 0 0 0 5491779 6149232 13171001 14872672 119675 -124810 14639083 17102519 9228966 10119446 5410117 6983073 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 2158471 1720937 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 55,000 MEMBERS AND 12,000 INSTITUTIONS AND LIBRARIES. SALES OF ACA BOOKS AND VIDEOS BENEFIT COUNTLESS COUNSELING PROFESSIONALS AND MEMBERS OF THE PUBLIC BY SHARING KNOWLEDGE AND INSIGHTS REGARDING MENTAL HEALTH, CAREER DEVELOPMENT, ADDICTION, PROFESSIONAL ETHICS AND MORE. 1496337 6950 7453367 MEMBERSHIP:RECRUITMENT AND RETENTION OF COUNSELING PROFESSIONALS WHO ARE REQUIRED TO ABIDE BY THE ACA CODE OF ETHICS. INTERNAL SPECIALTY GROUPS INCLUDE: COUNSELORS FOR SOCIAL JUSTICE, ASSOCIATION FOR CREATIVITY IN COUNSELING, AMERICAN COLLEGE COUNSELING ASSOCIATION AND ASSOCIATION FOR CHILD AND ADOLESCENT COUNSELING. 1130588 211972 KNOWLEDGE & LEARNING: PROVIDES SUPPORT AND RESOURCES SUCH AS ONLINE LEARNING, CONTINUING EDUCATION, PRACTICE CONSULTATIONS, PRACTICE SUPPORT AND RESEARCH, ETHICS CONSULTATIONS, AND JOB BOARDS. 1131700 1174615 CONFERENCES AND MEETINGS 868326 3500 512119 PARTNERSHIPS/GOVERNMENT RELATIONS 25000 25000 CONTRIBUTION TO ACA FOUNDATION 2025026 28500 1686734 6810422 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 169 0 1 62 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 RICHARD YEP 7038239800 6101 STEVENSON AVE NO 600 ALEXANDRIA VA 22304 SUE PRESSMAN PRESIDENT 40.00 X X 0 0 0 S KENT BUTLER PRESIDENT ELECT 20.00 X X 13750 0 0 HEATHER TREPAL PAST PRESIDENT 10.00 X X 34375 0 0 DONNA GIBSON 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 CARLOS HIPOLITO-DELGADO AMCD REPRESENTATIVE 2.00 X 0 0 0 PAIGE DUNLAP ARCA REPRESENTATIVE 5.00 X 0 0 0 ELIZABETH O'BRIEN ASERVIC REPRESENTATIVE 2.00 X 0 0 0 CHRISTINE SUNITI BHAT ASGW REPRESENTATIVE 4.00 X 0 0 0 EDIL TORRES RIVERA CSJ REPRESENTATIVE 3.00 X 0 0 0 LEIGH FALLS HOLMAN IAAOC REPRESENTATIVE 2.00 X 0 0 0 PAUL PELUSO 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 LAURA PIGNATO STUDENT REPRESENTATIVE 2.00 X 0 0 0 RICHARD YEP CHIEF EXECUTIVE OFFICER 40.00 X 736990 0 50648 DAVID JACKSON CHIEF FINANCIAL OFFICER 40.00 X 185181 0 10421 LYNN LINDE CHIEF KNOWLEDGE & LEARNING 40.00 X 213270 0 12910 NATASHA RANKIN CHIEF OPERATING OFFICER 40.00 X 268681 0 13451 CIRECIE WEST-OLATUNJI TREASURER 5.00 X 2500 0 0 TIFFANY ERICKSON CHIEF COMMUNICATIONS & ENGAGEMENT OFFICER 40.00 X 179934 0 10726 ANGELA THOMPSON CHIEF HR & DIVERSITY OFFICER 40.00 X 193709 0 26183 BRIAN BANKS DIR, PUBLIC POLICY & INTERGOVERNMENTAL RELATIONS 40.00 X 149063 0 11005 SYLVIE JOSEPH DIR, CONTENT & LEARNING PRODUCTS 40.00 X 143634 0 13818 CAROLYN BAKER ASSOCIATE PUBLISHER 40.00 X 141780 0 25855 MORRIS FLATER DIRECTOR, INFORMATION TECHNOLOGY 40.00 X 128133 0 10252 JONATHAN ROLLINS EDITOR IN CHIEF FOR CT 40.00 X 114003 0 38146 2505003 0 223415 17 0 1 0 BAKER & HOSTETLER PO BOX 70189 CLEVELAND OH 441900189 LEGAL 172106 ASSOCIATION TECHNOLOGY SOLUTIONS 4704 HARLAN ST STE 670 DENVER CO 80212 IT SEVICES 120528 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASS AVE NW WASHINGTON DC 20001 LOBBYING 120000 CIMATRI LLC 6221 S CLAIBORNE AVE STE 587 NEW ORLEANS LA 70125 IT SERVICES 119664 4 29507 29507 MEMBERSHIP DUES 900099 7453367 7453367 CONFERENCES 611430 1174616 1086003 88613 ADVERTISING 900004 293054 293054 ONLINE LEARNING 511120 211973 151738 60235 PUBLICATIONS & SUBSCRI 611430 89016 89016 9222026 162302 162302 2582180 39074 2543106 761868 759803 2065 2065 2065 1427883 136378 1291505 1291505 RETENTION CREDIT 900099 864528 864528 ADMINISTRATIVE FEES 541200 489553 489553 INSURANCE PROCEEDS 900099 81632 81632 22564 22564 1458277 14747862 10583746 392363 3742246 26000 26000 9450 9450 2347073 654338 1692735 5342057 2987461 2354596 222320 124569 97751 353644 263842 89802 422896 240846 182050 155339 150122 5217 126247 60598 65649 88002 42241 45761 132000 63360 68640 46266 46266 690328 435038 255290 44240 31987 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 696 137768 138464 14734208 14872672 893634 223409 0 0 855569 820779 544124 893634 3114106 4671159 117296 213265 155082 138464 624107 213892 205195 136031 223409 778527 1167791 1773 7547 34856 696 44872 2818917 4400 1066720 67696 46266 3776075 2433679 355287 217470 145576 41943 2818917 2015099 10442 446116 37978 2433679 1693810 7062 349976 35748 2015100 1084908 7871 636784 35753 1693810 1.00000 0 0 1871272 1105748 765524 2473842 2251946 221896 987420 30137-ISHARES MSCI KLD 400 SCL ETF 2496248 F 143804-CRA QUALIFIED INVESTMENT INSTL 1535829 F 144507-TIAA CREF SOCIAL CHOICE BD ADV 1538996 F 99301-DOMINI IMPACT INTL EQ INV 903642 F 32026-TOUCHSTONE SUSTAIN IMPACT EQ Y 914028 F 7388743 DEFERRED RENT 933760 POSTRETIREMENT BENEFIT PAYABLE 1728949 DEFERRED COMPENSATION 382826 DUE TO AFFILIATES 106971 3152506 X 16199193 1697766 42855 1740621 14458572 46266 243024 289290 14747862 14788718 42855 42855 14745863 46266 80543 126809 14872672 PART V, LINE 4: BOARD-DESIGNATED NET ASSETS HAVE BEEN SET ASIDE FOR THE FOLLOWING PROGRAMS ON JUNE 30, 2021, AND 2020: 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, 2021 AND 2020. 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 243,024. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES INCLUDED IN THE STATEMENT OF EXPENSES 80,543. 1 AMERICAN COUNSELING ASSOCIATION FOUNDATION 6101 STEVENSON AVENUE NO 600 ALEXANDRIA VA 22304 510252372 501(C)(3) 25000 CONTRIBUTION 1 0 DOROTHY ROSS TRUST 3 3500 PROFESSIONAL DEVELOPMENT 1 300 ACCA RESEARCH GRANTS 2 1500 SAIGE EMERGING LEADERS 4 1400 CSJ GRANTS PROJECT 5 1250 ACAC RESEARCH GRANT 3 1500 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 0 0 0 0 0 0 0 1 0 RICHARD YEP CHIEF EXECUTIVE OFFICER 682636 0 0 0 54354 0 26000 0 26312 0 789302 0 0 0 NATASHA RANKIN CHIEF OPERATING OFFICER 258231 0 10000 0 450 0 0 0 15029 0 283710 0 0 0 LYNN LINDE CHIEF KNOWLEDGE & LEARNING 197090 0 10000 0 6180 0 10000 0 5976 0 229246 0 0 0 ANGELA THOMPSON CHIEF HR & DIVERSITY OFFICER 182419 0 10000 0 1290 0 0 0 28947 0 222656 0 0 0 DAVID JACKSON CHIEF FINANCIAL OFFICER 174911 0 10000 0 270 0 9004 0 7044 0 201229 0 0 0 TIFFANY ERICKSON CHIEF COMMUNICATIONS & ENGAGEMENT OF 169244 0 10000 0 690 0 0 0 11440 0 191374 0 0 0 CAROLYN BAKER ASSOCIATE PUBLISHER 140598 0 0 0 1182 0 13914 0 13186 0 168880 0 0 0 BRIAN BANKS DIR, PUBLIC POLICY & INTERGOVERNMENT 138787 0 10000 0 276 0 0 0 12352 0 161415 0 0 0 SYLVIE JOSEPH DIR, CONTENT & LEARNING PRODUCTS 143010 0 0 0 624 0 3213 0 12863 0 159710 0 0 0 JONATHAN ROLLINS EDITOR IN CHIEF FOR CT 113498 0 0 0 505 0 11629 0 27366 0 152998 0 0 0 PART I, LINE 1A LONG TERM CARE INSURANCE REIMBURSEMENT IS 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 BY-LAWS 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. 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