2022-11-07T13:31:05-06:00 2021-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2021-01-01 521125072 SOCIETY FOR SCHOLARLY PUBLISHING SOCI 8564390500 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 MELANIE DOLECHEK EXECUTIVE DIRECTOR 8564390500 2022-11-07 1 MELANIE DOLECHEK 999009999 CHRISTOPHER J CLAIR P00218187 9136310336 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ALICE MEADOWS 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 909758 0 X www.sspnet.org X 1979 DC THE SOCIETY IS AN ORGANIZATION COMPRISED OF PUBLISHERS, PRINTERS, SCHOLARS, LIBRARIANS AND OTHERS INVOLVED WITH SCHOLARLY COMMUNICATION. THE MISSION OF THE ORGANIZATION IS TO ADVANCE SCHOLARLY PUBLISHING AND COMMUNICATION AND THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH EDUCATION, COLLABORATION, AND NETWORKING AMONG INDIVIDUALS IN THE FIELD. THE SOCIETY CONDUCTS EDUCATIONAL PROGRAMS THROUGH AN ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. 14 14 3 14 121241 21793 137054 118685 675579 615384 77155 22157 80549 152477 970337 908703 0 0 0 0 220527 226350 0 0 0 551540 498216 772067 724566 198270 184137 1607270 1914046 284282 281428 1322988 1632618 SEE MISSION STATEMENT ON 990 PAGE 1, PART 1 AND CONTINUING ON SCHEDULE O 0 0 287355 646620 EDUCATIONAL PROGRAMS -- ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. THE IN-PERSON ANNUAL MEETING FOR 2021 WAS CANCELLED DUE TO THE COVID-19 PANDEMIC. 23432 GENERATIONS FUND ENDOWMENT -- THIS ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS CAN INCLUDE THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. 310787 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 3 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 1 1 1 0 X ASSOCIATION HEADQUARTERS INC 8564390500 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 LAUREN KANE PAST PRESIDENT 2.00 X X 0 0 0 ALICE MEADOWS PRESIDENT 3.00 X X 0 0 0 MIRANDA WALKER PRESIDENT ELECT 3.00 X X 0 0 0 EMILIE DELQUIE SECRETARY/TREASURER 3.00 X X 0 0 0 GABRIEL HARP AT LARGE MEMBER 2.00 X 0 0 0 RANDY TOWNSEND AT LARGE MEMBER 2.00 X 0 0 0 MEREDITH ADINOLFI AT LARGE MEMBER 2.00 X 0 0 0 LISA HINCHLIFFE AT LARGE MEMBER 2.00 X 0 0 0 REBECCA MCLEOD AT LARGE MEMBER 2.00 X 0 0 0 DAVID CROTTY AT LARGE MEMBER 2.00 X 0 0 0 MICHAEL DI NATALE AT LARGE MEMBER 2.00 X 0 0 0 SAI KONDA AT LARGE MEMBER 2.00 X 0 0 0 SARA ROUHI AT LARGE MEMBER 2.00 X 0 0 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 40.00 X 152500 0 10615 CHARLOTTE ROH AT LARGE MEMBER 2.00 X 0 0 0 152500 0 10615 1 0 1 0 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 MANAGEMENT SERVICES/INDUSTRY RELATIONS 150553 1 118685 118685 MEMBERSHIP DUES 611710 287142 287142 ANNUAL MEETING 611710 228284 223359 4925 SEMINARS AND WORKSHOPS 611710 99958 99958 615384 17887 17887 5325 1055 4270 4270 4270 WEBSITE - ADVERTISING 541800 116316 116316 PPP LOAN FORGIVENESS 611710 35634 35634 OTHER REVENUE 611710 527 527 152477 908703 646620 121241 22157 X 163115 163115 47071 47071 16164 16164 169054 67700 101354 7000 7000 116169 107485 8684 15351 7732 7619 6849 6849 24241 24241 4514 4514 67893 67743 150 10055 10055 3684 3684 PUBLICATIONS 41537 41537 CREDIT CARD FEES 16449 7000 9449 SEMINARS AND WORKSHOPS 11590 11590 GIFTS/AWARDS 2234 2234 1596 1596 724566 310787 413779 0 273127 377703 102687 102662 46458 52520 4062 3231 1386 831 1172994 1379213 10618 1117 1607270 1914046 5071 21199 243577 260229 35634 0 284282 281428 X 1275543 1499495 47445 133123 1322988 1632618 1607270 1914046 184137 125493 0 X X 0 1 X 1 0 X 317635 377508 359788 420922 405827 1881680 716684 780796 791755 392534 359478 3041247 1034319 1158304 1151543 813456 765305 4922927 0 0 0 4922927 28614 20525 23885 77155 22157 172336 28614 20525 23885 77155 22157 172336 73631 106328 89151 79726 121241 470077 98026 -67884 150498 51603 125493 357736 1234590 1217273 1415077 1021940 1034196 5923076 0.83110 0.85880 0.02910 0.02890 X Schedule A, Part III, Line 12, Explanation of Other Income: UNREALIZED GAINS LOSSES ON INVESTMENTS - 2017 Amount: $ 98026. 2018 Amount: $ -67884. 2019 Amount: $ 150498. 2020 Amount: $ 51603. 2021 Amount: $ 125493. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147454 65767 19911 233132 134991 12463 147454 0.42890 0.57110 0 0 4062 3231 831 831 GENERAL - SCHWAB 1154070 F GENERATIONS FUND ENDOWMENT - SCHWAB 225143 F 1379213 X 1034196 125493 125493 908703 0 908703 724566 0 724566 0 724566 Part V, Line 4: THE GENERATIONS FUND ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS INCLUDES THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. THE PRINCIPAL OF THE FUND IS TO BE RAISED BY THE SOCIETY. THE FUND MUST REACH $500,000 IN PRINCIPAL, WHICH WILL SUPPORT ANNUAL PROGRAM FUNDING THROUGH ITS ANNUAL INCOME, ASSUMED INITIALLY TO BE APPROXIMATELY A 5% RETURN. THE ANNUAL PROGRAM FUNDING WILL NOT BE DISBURSED UNTIL THE PRINCIPAL OF THE FUND IS MET. THE FUND IS CONSIDERED TO BE PERMANENT, AND ITS BENEFIT TO FUTURE GENERATIONS SHOULD BE EQUAL TO ITS BENEFIT TO THE CURRENT GENERATION. FUNDS AVAILABLE FOR DISTRIBUTION IN ANY GIVEN YEAR WILL BE DETERMINED BY USING THE TOTAL INCOME EARNED IN THE PRIOR CALENDAR YEAR. EXPENSES RELATED TO THE MANAGEMENT AND ADMINISTRATION OF THE FUND WILL BE DEDUCTED FROM THE FUNDS AVAILABLE FOR DISTRIBUTION. Part X, Line 2: THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. X 0 0 0 0 0 0 0 1 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 150000 0 2500 0 0 0 0 0 10615 0 163115 0 0 0 Part I, Line 3 THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND AN EMPLOYMENT CONTRACT WAS ENTERED INTO AND SIGNED BY BOTH PARTIES. THE EMPLOYMENT CONTRACT IS FOR A THREE YEAR PERIOD FOR 2018 THROUGH 2020. THE CONTRACT AUTOMATICALLY RENEWS FOR ADDITIONAL ONE-YEAR PERIODS AND WAS RENEWED FOR THE 2021 YEAR. Part I, Line 7 PER APPROVED AND SIGNED EMPLOYMENT CONTRACT BETWEEN THE BOARD AND EXECUTIVE DIRECTOR, THE EXECUTIVE DIRECTOR IS REIMBURSED BOARD APPROVED TRAVEL & OTHER RELATED EXPENSES. Form 990, Part VI, Section A, line 3 A PROFESSIONAL MANAGEMENT COMPANY PROVIDES ALL MANAGEMENT SERVICES. Form 990, Part VI, Section A, line 6 THE ORGANIZATION AVERAGED APPROXIMATELY 1,030 MEMBERS DURING THE 2021 TAX YEAR. Form 990, Part VI, Section A, line 7a THE GOVERNING BODY IS THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ELECTED BY THE MEMBERS. Form 990, Part VI, Section B, line 11b THE EXECUTIVE DIRECTOR, MANAGEMENT COMPANY AND CERTAIN BOARD MEMBERS REVIEW AND APPROVE THE FORM 990 TAX RETURN PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 15 THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE MANAGEMENT COMPANY'S MANAGEMENT FEES. ALSO, THE PROGRAM DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g PROGRAM DIRECTOR COMPENSATION: Program service expenses 76220. Management and general expenses 0. Fundraising expenses 0. Total expenses 76220. SALES COMMISSION FEES: Program service expenses 31265. Management and general expenses 8684. Fundraising expenses 0. Total expenses 39949. Form 990, Part IX, line 24e MISCELLANEOUS: Program service expenses 0. Management and general expenses 1024. Fundraising expenses 0. Total expenses 1024. TAXES AND LICENSES: Program service expenses 0. Management and general expenses 572. Fundraising expenses 0. Total expenses 572. FORM 990, PART XII, LINE 2c NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.