AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (EIN 53-0026940)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202521969349302912
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T16:06:58-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530026940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY OF ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | EXECUTIVES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2026262723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE MASON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2026262723 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE MASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,294,683 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ASAECENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION OF MORE THAN 50,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING MORE THAN 7,400 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES, AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN 50 COUNTRIES AROUND THE GLOBE. OUR MEMBERS ORGANIZATIONS REPRESENT SUCH ESSENTIAL INDUSTRIES AND PROFESSIONS AS HEALTH CARE, MANUFACTURING, BANKING, LAW, ENERGY, INSURANCE, AND THE LIST GOES ON. WE ARE ALSO A LEADING VOICE FOR THE NONPROFIT SECTOR, ADVOCATING FOR VOLUNTARY ORGANIZATIONS SO THAT THEY MAY CONTINUE TO IMPROVE THE QUALITY OF LIFE IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 100 | TotalEmployeeCnt |
| Total Volunteers | 1017 | TotalVolunteersCnt |
| Total Gross UBI | $3,214,068 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $942,713 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $120,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,150 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,316,464 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,843,017 | CYProgramServiceRevenueAmt |
| PY Investment Income | $886,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,069,464 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,815,155 | PYOtherRevenueAmt |
| CY Other Revenue | $1,417,722 | CYOtherRevenueAmt |
| PY Total Revenue | $21,137,852 | PYTotalRevenueAmt |
| CY Total Revenue | $24,333,353 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,254 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $177,397 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,292,241 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,717,051 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,476,938 | PYOtherExpensesAmt |
| CY Other Expenses | $13,136,644 | CYOtherExpensesAmt |
| PY Total Expenses | $22,826,433 | PYTotalExpensesAmt |
| CY Total Expenses | $25,031,092 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,688,581 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$697,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,181,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,357,126 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,163,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,169,496 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,018,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,187,630 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASAE'S MISSION IS TO HELP ASSOCIATIONS AND ASSOCIATION PROFESSIONALS TRANSFORM SOCIETY THROUGH THE POWER OF COLLABORATION. WE ACCOMPLISH THIS BY FOSTERING A LEARNING COMMUNITY OF ASSOCIATION PROFESSIONALS, INDUSTRY PARTNERS, OUTSIDE THOUGHT LEADERS, AND OTHER STAKEHOLDERS WHO EMBRACE THIS VISION. IN FULFILLING ITS MISSION, ASAE HAS CREATED HUNDREDS OF PRODUCTS, SERVICES, PROGRAMS AND PUBLICATIONS THAT ENCOURAGE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF ASSOCIATION EXECUTIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROFESSIONAL DEVELOPMENT -- ASAE OFFERS MORE THAN 75 LEARNING EXPERIENCES FOR ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS AT ALL EXPERIENCE LEVELS. THESE LEARNING PROGRAMS ARE HELD FACE-TO-FACE IN WASHINGTON, DC, AND IN LOCATIONS AROUND THE COUNTRY, AS WELL AS ONLINE. SIGNATURE PROGRAMS INCLUDE: ANNUAL MEETING, MARKETING, MEMBERSHIP, COMMUNICATIONS AND TECHNOLOGY CONFERENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP -- THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES IS A MEMBERSHIP ORGANIZATION OF MORE THAN 40,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING 7,400 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN NEARLY 50 COUNTRIES AROUND THE WORLD. ASAE IS THE PREMIER SOURCE OF LEARNING AND KNOWLEDGE FOR THE ASSOCIATION AND NONPROFIT PROFESSION, AND PROVIDES RESOURCES, EDUCATION, IDEAS AND ADVOCACY TO ENHANCE THE POWER AND PERFORMANCE OF THE ASSOCIATION AND NONPROFIT COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEARNING CENTER FACILITY -- ASAE OPERATES A LEARNING FACILITY IN WASHINGTON, DC THAT IS AVAILABLE FOR ORGANIZATIONS TO HOLD A VARIETY OF EVENTS. THE FACILITY IS ALSO USED FOR ASAE'S OWN EDUCATIONAL PROGRAMS. THE FACILITY IS LOCATED AT 1575 I STREET, NW AND IS A FULL-SERVICE MEETING FACILITY LOCATED A FEW BLOCKS FROM THE WHITE HOUSE. THE CONFERENCE CENTER ALSO PROVIDES AN EXCELLENT ENVIRONMENT FOR EDUCATIONAL SEMINARS, PRESENTATIONS, BOARD MEETINGS, STAFF TRAINING AND RETREATS, AND OTHER EVENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| DescDesc |
|---|
| PUBLIC POLICY & ADVOCACY: ASAE'S POWER OF A (POA) FUND IS A KEY COMPONENT OF ASAE'S PUBLIC POLICY PROGRAM. THE POA FUND HELPS TO ELEVATE ASAE'S PROFILE IN WASHINGTON AND ACROSS THE COUNTRY. THROUGH THE POWER OF A FUND, ASAE ADVOCATES FOR ASSOCIATIONS IN CONGRESS, REGULATORY AGENCIES AND THE COURTS. PART OF ASAE'S ADVOCACY ROLE IS ALSO TO GROW AWARENESS ABOUT THE CRITICAL ROLE ASSOCIATIONS PLAY IN THE ECONOMY AND IN SOCIETY AT LARGE. SUPPORT FOR THE POWER OF A FUND COMES FROM ASAE'S ANNUAL SUMMIT AWARDS DINNER. THIS FUNDRAISING EVENT BRINGS TOGETHER ASSOCIATION PROFESSIONALS AND BUSINESS AND INDUSTRY LEADERS TO CELEBRATE ASSOCIATIONS THAT HAVE CREATED EXEMPLARY PROGRAMS AND INITIATIVES TO ASSIST INDIVIDUALS IN NEED OR TO ADVANCE THEIR INDUSTRIES OR PROFESSIONS. ASAE CREATED THE POWER OF A AWARDS TO SHOWCASE HOW ASSOCIATIONS LEVERAGE THEIR UNIQUE RESOURCES TO SOLVE PROBLEMS, ADVANCE INDUSTRY/PROFESSIONAL PERFORMANCE, KICK START INNOVATION AND IMPROVE WORLD CONDITIONS. ASSOCIATIONS ARE INVOLVED IN ACTIVITIES EVERY DAY THAT MAKE A SUBSTANTIAL, POSITIVE IMPACT ON OUR LIVES.ASAE'S FIVE STAR WEEKEND ALSO SUPPORTS THE POWER OF A FUND, AS WELL AS THE ASAE FOUNDATION. THIS EVENT SERVES AS AN ANNUAL NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR ASSOCIATION PROFESSIONALS AND INDUSTRY PARTNERS. |
| ASSOCIATIONS NOW AND NEWSLETTERS - 'ASSOCIATIONS NOW,' THE AWARD-WINNING QUARTERLY MAGAZINE (CIRCULATION 21,000+), PROVIDES ARTICLES ON CURRENT TOPICS OF INTEREST TO ASSOCIATION EXECUTIVES. AUTHORS ARE GENERALLY ASSOCIATION EXECUTIVES WHO HAVE PARTICULAR EXPERTISE TO SHARE. ARTICLES ARE A MIX OF "HOW TO" ARTICLES WITH CASE STUDIES AND THOUGHT PIECES. THE ASSOCIATION ALSO PUBLISHES 14 ELECTRONIC NEWSLETTERS (SOME MONTHLY, SOME BIMONTHLY, AND SOME QUARTERLY) MEETING THE SPECIAL INTERESTS OF MEMBERS, AS WELL AS PRODUCING A VARIETY OF ONLINE-ONLY AND NEW-MEDIA CONTENT FOCUSED ON ISSUES OF CONCERN TO ASSOCIATION LEADERS AND EXECUTIVES. THERE IS ALSO A NEW ASSOCIATIONS NOW DAILY NEWS COMPONENT, SENT VIA EMAIL, CONSISTING OF QUICK-READ STORIES AND CURRENT HEADLINES THAT IMPACT ASSOCIATIONS. TOPICS INCLUDE LEADERSHIP, MEETINGS, MONEY & BUSINESS, AND TECHNOLOGY. |
| SECTIONS & ALLIED SOCIETIES - ASAE HAS 14 SECTIONS OR PROFESSIONAL INTEREST GROUPS, PROVIDING A COMMUNITY FOR NEARLY EVERY SUB-SPECIALTY WITHIN ASSOCIATION MANAGEMENT. EACH GROUP IS GOVERNED BY A SEPARATE COUNCIL THAT DETERMINES THE PRODUCTS AND SERVICES FOR ITS MEMBERS. TYPICAL OFFERINGS INCLUDE MONTHLY EDUCATIONAL SESSIONS, A NEWSLETTER, NETWORKING DIRECTORY, DEVELOPMENT OF SPECIAL SESSIONS AT MAJOR MEETINGS DEVOTED TO EACH GROUP'S INTERESTS, AND OTHER TECHNICAL PUBLICATIONS. |
| INFORMATION SALES - ASAE PUBLISHES A WIDE VARIETY OF BOOKS ON ASSOCIATION MANAGEMENT TOPICS, INCLUDING MARKETING, COMMUNICATIONS, MEMBERSHIP, FINANCE, VOLUNTEER MANAGEMENT, CONVENTIONS, MEETINGS, AND EDUCATION. MANY SURVEYS ARE ALSO PUBLISHED, INCLUDING THE ASSOCIATION EXECUTIVE COMPENSATION STUDY, POLICIES & PROCEDURES, OPERATING RATIO REPORT, AND ASSOCIATION TECHNOLOGY TRENDS. |
| RESEARCH - ASAE'S RESEARCH ADVANCES KNOWLEDGE IN NONPROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. ASAE IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS.ASAE COLLECTS AND AGGREGATES SURVEY DATA TO HELP ITS MEMBERS INCREASE THEIR OPERATIONAL EFFICIENCY. BENCHMARKING PUBLICATIONS INCLUDE COMPENSATION, POLICIES AND PROCEDURES, OPERATING RATIOS AND MORE. ASAE CONDUCTS AN ANNUAL MEMBER NEEDS ASSESSMENT, LEARNING PROGRAM EVALUATIONS, AND DATA MINING TO HELP ASAE SERVE EACH MEMBER. ASAE HELPS NONPROFIT ORGANIZATIONS BY ASSISTING THEM IN GATHERING MARKET INTELLIGENCE OF THEIR OWN MEMBERS, EITHER BY SURVEY QUESTION SHARING OR DATA ANALYSIS PROJECTS.ASAE CONNECTS NONPROFIT ORGANIZATIONS FROM AROUND THE WORLD TO ALLOW ORGANIZATIONS TO BENCHMARK AGAINST EACH OTHER AND FACILITATE RESEARCH OF ASSOCIATION'S MEMBERS. ASAE HAS PRODUCED THOUGHT-PROVOKING RESEARCH ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING AND THE ECONOMY. |
| CERTIFIED ASSOCIATION EXECUTIVE - THE CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM, THE ONLY CERTIFICATION PROGRAM FOR ASSOCIATION EXECUTIVES, IS DESIGNED TO ELEVATE PROFESSIONAL STANDARDS, ENHANCE INDIVIDUAL PERFORMANCE, AND DESIGNATE ASSOCIATION PROFESSIONALS WHO DEMONSTRATE THE KNOWLEDGE ESSENTIAL TO THE PRACTICE OF ASSOCIATION MANAGEMENT. FOUNDED IN 1960, THE CAE PROGRAM STANDS AS A MARK OF EXCELLENCE AND HAS EVOLVED TO REFLECT WHAT IT TAKES TO MANAGE AN ASSOCIATION IN TODAY'S CHALLENGING CLIMATE.EARNING AND MAINTAINING THE CAE IS A THREE-PART PROCESS. CANDIDATES MUST FIRST MEET ELIGIBILITY REQUIREMENTS AND SUBMIT AN APPLICATION. THE NEXT STEP IS TO SIT FOR AND PASS THE CAE EXAM. ONCE CANDIDATES HAVE EARNED THE CREDENTIAL, THEY MUST MAINTAIN IT BY FULFILLING CERTIFICATION RENEWAL REQUIREMENTS EVERY THREE YEARS.ASAE'S CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM HAS BEEN GRANTED ACCREDITATION BY THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA). NCCA ACCREDITATION PROVIDES INDEPENDENT VALIDATION THAT THE CAE PROGRAM MEETS OR EXCEEDS TWENTY-ONE STANDARDS CONCERNING VARIOUS ASPECTS OF THE CERTIFICATION PROGRAM INCLUDING ITS PURPOSE, STRUCTURE, GOVERNANCE, PSYCHOMETRIC FOUNDATION, POLICIES, AND PROCEDURES. ACCREDITATION VALIDATES THE INTEGRITY OF THE PROGRAM, AND IS A MARK OF QUALITY. EARNING ACCREDITATION IS A PUBLIC DEMONSTRATION OF ASAE AND THE CAE COMMISSION'S COMMITMENT TO THE CAE CREDENTIAL AS A TRUE PROFESSIONAL CERTIFICATION. |
| CONSCIOUS INCLUSION - IN PRINCIPLE AND IN PRACTICE, ASAE VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ASSOCIATION MANAGEMENT. ASAE PROMOTES INVOLVEMENT AND EXPANDED ACCESS TO LEADERSHIP OPPORTUNITY REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS TIME AND RESOURCES TO ACCOMPLISH THIS OBJECTIVE WHILE SERVING AS A MODEL TO OTHER ASSOCIATIONS ENGAGED IN SUCH ENDEAVORS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | 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 | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 100 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | LocalChaptersInd |
| 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 | ASAE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026262723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LYNDA J PATTERSON FASAE CAE | ||||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HEIDI BROCK | ||||||||||
| CHAIR-ELECT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LAKISHA ANN WOODS CAE | ||||||||||
| IMMEDIATE PAST CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAY KAREN CAE | ||||||||||
| SECRETARY-TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARC ANDERSON | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE ARAUJUO CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC BEEBE CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP BELL CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NABIL EL-GHOROURY PHD CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARMEN ELLIOTT MS CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR EVANS JR PHD | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW GERTZOG FASAE CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERALD A JACOBS | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEMMIETTA G MCNEILLY PHD CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY G NAPOLITANO CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON OXMAN CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBBIE TRUEBLOOD FASAE CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY WHEATLEY IOM CAE | ||||||||||
| BOARD MEMBER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHNNIE WHITE MBA CAE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE MASON | ||||||||||
| PRESIDENT & CEO | 31.75 | 5.75 | Yes (X) | $864,840 | $156,624 | $49,377 | ||||
| HEATHER DEAN | ||||||||||
| CFAO (AS OF 11/23) | 30.50 | 7.00 | Yes (X) | $41,907 | $9,618 | $141 | ||||
| REGINALD HENRY | ||||||||||
| CHIEF INFORMATION OFFICER | 30.50 | 7.00 | $287,473 | $65,977 | $23,095 | Yes (X) | ||||
| MARY CATE CUNNINGHAM | ||||||||||
| CHIEF PUBLIC POLICY AND GOV. OFF. | 37.50 | 0.00 | $230,398 | $0 | $11,595 | Yes (X) | ||||
| AMY HISSRICH | ||||||||||
| VICE PRESIDENT, INTERNATIONAL AFFAIRS | 30.50 | 7.00 | $142,859 | $32,788 | $18,473 | Yes (X) | ||||
| KARL ELY | ||||||||||
| SENIOR ADVISOR (UNTIL 3/24) | 37.50 | 0.00 | $302,070 | $0 | $42,936 | Yes (X) | ||||
| DEBRA ZABLOUDIL | ||||||||||
| CHIEF LRNG. & MTGS OFF. (UNTIL 4/24) | 37.50 | 0.00 | $259,802 | $0 | $35,721 | Yes (X) | ||||
| JENN NOVESKY | ||||||||||
| VICE PRESIDENT, MEM. & VOL. ENG. | 37.50 | 0.00 | $172,297 | $0 | $22,765 | Yes (X) | ||||
| PAMELA TROOP | ||||||||||
| SENIOR DIRECTOR, MEETINGS | 37.50 | 0.00 | $166,945 | $0 | $40,754 | Yes (X) | ||||
| JOHN R LEE | ||||||||||
| FORMER CHIEF MARKETING OFFICER | 37.50 | 0.00 | $176,035 | $0 | $6,726 | Yes (X) | ||||
| NANCY G KLEIN | ||||||||||
| FORMER CHIEF OPERATING OFFICER | 37.50 | 0.00 | $184,460 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,829,086 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $265,007 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $251,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| CORDIA PARTNERS | |||||
| 8330 BOONE BLVD SUITE 350 | VIENNA | VA | 22182 | ACCOUNTING SERVICES | $943,740 |
| LEVY RESTAURANTS | |||||
| 285 ANDREW YOUNG INTERNATIONAL BLVD | ATLANTA | GA | 30313 | FOOD AND BEVERAGE SERVICES FOR MEETINGS | $625,933 |
| YES & HOLDINGS LLC | |||||
| 1700 DIAGONAL RD SUITE 450 | ALEXANDRIA | VA | 22314 | EVENT MANAGEMENT SERVICES | $376,636 |
| PILLSBURY WINTHROP SHAW PITTMAN | |||||
| PO BOX 601240 | CHARLOTTE | NC | 28260 | LEGAL SERVICES | $320,968 |
| RSM US LLP | |||||
| 331 W THIRD ST SUITE 200 | DAVENPORT | IA | 52801 | AUDIT AND TAX PREPARATION | $315,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,150 | AllOtherContributionsAmt |
| Total Contributions | $3,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS, EXPOS, EDU. | 900099 | $11,284,044 | $10,302,102 | $981,942 |
| MEMBERSHIP | 900099 | $4,038,336 | $4,038,336 | |
| SPONSORSHIPS | 900099 | $3,717,026 | $3,717,026 | |
| PERIODICALS/PUBLICATIO | 541800 | $2,113,365 | $2,113,365 | |
| AWARDS & PROF. CERTIFI | 900099 | $690,246 | $690,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,843,017 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $883,089 | TotalRevenueColumnAmt |
| Exclusion | $883,089 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $738,596 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $118,761 | UnrelatedBusinessRevenueAmt |
| Exclusion | $619,835 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,264,992 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,078,617 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,375 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,375 | TotalRevenueColumnAmt |
| Exclusion | $186,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,044,760 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $835,296 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,464 | TotalRevenueColumnAmt |
| Exclusion | $209,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $512,608 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $47,417 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,191 | TotalRevenueColumnAmt |
| Exclusion | $465,191 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAILING LIST RENTALS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,471 | TotalRevenueColumnAmt |
| Exclusion | $4,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,471 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,333,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,747,710 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,214,068 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,368,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,397 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,919 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,496,929 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,246 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,149 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,808 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,398 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,706 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,523 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,833 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,115 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,320 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456,248 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,867,312 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,292 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,810,129 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,707 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679,219 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,032 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,490 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TEMP HELP | $172,704 |
| TAXES | $146,968 |
| DUES & SUBSCRIPTIONS | $136,539 |
| BOARD COMMITTEE AWARDS | $60,360 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,336,251 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,031,092 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,021,033 | BOYAmt |
| EOY | $7,736,660 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,629,278 | BOYAmt |
| EOY | $4,378,948 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,648 | BOYAmt |
| EOY | $28,972 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,852 | BOYAmt |
| EOY | $756,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,477,066 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,040,228 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,022 | BOYAmt |
| EOY | $436,838 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,060,930 | BOYAmt |
| EOY | $34,032,261 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,118,375 | BOYAmt |
| EOY | $7,474,349 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,299,530 | BOYAmt |
| EOY | $5,512,649 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,181,668 | BOYAmt |
| EOY | $60,357,126 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,459 | BOYAmt |
| EOY | $4,377,863 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,912,117 | BOYAmt |
| EOY | $6,576,928 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,615,560 | BOYAmt |
| EOY | $4,214,705 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,163,136 | BOYAmt |
| EOY | $15,169,496 | 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 | $40,990,781 | BOYAmt |
| EOY | $45,049,552 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,751 | BOYAmt |
| EOY | $138,078 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,018,532 | BOYAmt |
| EOY | $45,187,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,181,668 | BOYAmt |
| EOY | $60,357,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$697,739 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,244,313 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $622,524 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASAE POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521746813 | EIN |
| Paid Internal Funds | $0 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $0 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $4,038,336 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $578,398 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$751,794 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$173,396 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $565,367 | AggregateReportedDuesNtcAmt |
| Carried Over | -$738,763 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-C | FormAndLineReferenceDesc |
| Explanation | ASAE HAS A POLITICAL ACTION COMMITTEE, BUT DOES NOT COLLECT ANY CONTRIBUTIONS THEREFORE - THE PAC IS RESPONSIBLE FOR ITS OWN FUNDRAISING ACTIVITIES. ASAE DOES PAY SOME PERMITTED ADMINISTRATIVE EXPENSES OF THE PAC; THESE ARE INCLUDED IN THE LOBBYING EXPENDITURE TOTAL IN PART III-B, LINE 2A. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,751 | BeginningYearBalanceAmt |
| End Year Balance | $27,751 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,751 | BeginningYearBalanceAmt |
| End Year Balance | $27,751 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,751 | BeginningYearBalanceAmt |
| End Year Balance | $27,751 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,751 | BeginningYearBalanceAmt |
| End Year Balance | $27,751 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,751 | BeginningYearBalanceAmt |
| End Year Balance | $27,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,930,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,617,968 | DepreciationAmt |
| Book Value | $312,698 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,509,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,420,399 | DepreciationAmt |
| Book Value | $88,790 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,861 | DepreciationAmt |
| Book Value | $35,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $436,838 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS HELD TO FUND DEFERRED COMPENSATION | $349,844 | F |
| INVESTMENT IN ABSI | $7,124,505 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,474,349 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $2,637,455 |
| RIGHT OF USE ASSET | $2,875,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,512,649 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $349,844 |
| DEFERRED RENT | $3,864,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,214,705 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,471,502 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,244,313 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,504,432 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $622,524 | OtherRevenueAmt |
| Revenue Not Reported | $6,371,269 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,100,233 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $115,833 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$882,713 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$766,880 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,333,353 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,302,404 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,504,432 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $882,713 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,387,145 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,915,259 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $115,833 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $115,833 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,031,092 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE DAVE AND LOIS BELDEN LEADERSHIP AWARD, NAMED FOR THE AMERICAN SOCIETY OF MECHANICAL ENGINEER'S (ASME'S) EXECUTIVE DIRECTOR, DAVID L. BELDEN, PH.D, WHO RETIRED IN 2002 AFTER 15 YEARS OF SERVICE, WAS ORIGINALLY INTENDED TO INCLUDE A SCHOLARSHIP FOR A CHIEF EXECUTIVE AND A CHIEF ELECTED OFFICER OF AN ENGINEERING SOCIETY TO ATTEND ONE OF ASAE'S CEO SEMINARS EACH YEAR. NO AMOUNTS WERE DISTRIBUTED DURING THE FISCAL YEAR. |
| PART X, LINE 2: | ASAE IS SUBJECT TO INCOME TAX ON ITS UNRELATED BUSINESS INCOME, NET OF APPLICABLE DEDUCTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN SUBSIDIARY 622,524. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -47,417. FUNDRAISING EXPENSE -835,296. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 47,417. FUNDRAISING EXPENSE 835,296. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION | $403,911 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION | $61,991 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | EDUCATION | $37,857 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION | $21,612 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $5,895,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,420,934 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,420,934 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMIT AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $634,760 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $634,760 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $198,448 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $168,902 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $103,840 | OtherDirectExpensesEvent1Amt |
| Event2 | FIVE STAR EVENT | Event2Nm |
| Gross Receipts Event2 | $410,000 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $410,000 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $175,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $189,106 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,044,760 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,044,760 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $198,448 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $343,902 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $292,946 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $835,296 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $209,464 | NetIncomeSummaryAmt |
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 | ASAE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521300485 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $40,501 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONEY IS GIVEN TO ASAE RESEARCH FOUNDATION TO SUPPORT PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE MASON | ||||||||||||||
| PRESIDENT & CEO | $676,398 | $122,497 | $186,913 | $33,850 | $1,529 | $277 | $32,155 | $5,823 | $9,651 | $1,748 | $906,646 | $164,195 | $0 | $0 |
| REGINALD HENRY | ||||||||||||||
| CHIEF INFORMATION OFFICER | $269,699 | $61,898 | $13,346 | $3,063 | $4,428 | $1,016 | $10,009 | $2,297 | $8,775 | $2,014 | $306,257 | $70,288 | $0 | $0 |
| KARL ELY | ||||||||||||||
| SENIOR ADVISOR (UNTIL 3/24) | $179,222 | $0 | $118,372 | $0 | $4,476 | $0 | $14,921 | $0 | $28,015 | $0 | $345,006 | $0 | $0 | $0 |
| DEBRA ZABLOUDIL | ||||||||||||||
| CHIEF LRNG. & MTGS OFF. (UNTIL 4/24) | $244,537 | $0 | $12,500 | $0 | $2,765 | $0 | $11,725 | $0 | $23,996 | $0 | $295,523 | $0 | $0 | $0 |
| MARY CATE CUNNINGHAM | ||||||||||||||
| CHIEF PUBLIC POLICY AND GOV. OFF. | $219,204 | $0 | $10,816 | $0 | $378 | $0 | $11,050 | $0 | $545 | $0 | $241,993 | $0 | $0 | $0 |
| PAMELA TROOP | ||||||||||||||
| SENIOR DIRECTOR, MEETINGS | $157,755 | $0 | $5,000 | $0 | $4,190 | $0 | $8,100 | $0 | $32,654 | $0 | $207,699 | $0 | $0 | $0 |
| JENN NOVESKY | ||||||||||||||
| VICE PRESIDENT, MEM. & VOL. ENG. | $163,040 | $0 | $8,750 | $0 | $507 | $0 | $6,735 | $0 | $16,030 | $0 | $195,062 | $0 | $0 | $0 |
| AMY HISSRICH | ||||||||||||||
| VICE PRESIDENT, INTERNATIONAL AFFAIR | $139,583 | $32,036 | $2,847 | $653 | $429 | $99 | $6,867 | $1,576 | $8,158 | $1,872 | $157,884 | $36,236 | $0 | $0 |
| NANCY G KLEIN | ||||||||||||||
| FORMER CHIEF OPERATING OFFICER | $460 | $0 | $14,000 | $0 | $170,000 | $0 | $0 | $0 | $0 | $0 | $184,460 | $0 | $0 | $0 |
| JOHN R LEE | ||||||||||||||
| FORMER CHIEF MARKETING OFFICER | $174,232 | $0 | $0 | $0 | $1,803 | $0 | $5,276 | $0 | $1,450 | $0 | $182,761 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CEO'S CONTRACT INCLUDES SPOUSE TRAVEL, FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF 4 HOURS (ALTHOUGH THIS IS SELDOM USED), LOCAL SOCIAL CLUB DUES FOR BUSINESS MEETINGS AND LUNCHES, AND TAX GROSS-UP ON SPECIFIC BENEFIT ITEMS. |
| PART I, LINE 4A | NANCY KLEIN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $170,000 DURING THE FISCAL YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | ASAE HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE OFFICERS OF ASAE. IT MAY ACT IN THE PLACE OF THE BOARD OF DIRECTORS WHEN AUTHORITY IS DESIGNATED BY THE BOARD, OR IN EMERGENCY MATTERS WHERE EXECUTIVE COMMITTEE ACTION IS TEMPORARY AND SUBJECT TO RATIFICATION BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | REGULAR MEMBERSHIP. REGULAR MEMBERSHIP IS LIMITED TO QUALIFIED INDIVIDUALS WHO PAY APPLICABLE DUES ESTABLISHED BY THE BOARD OF DIRECTORS AND MEET THE CRITERIA FOR ONE OF THE FOLLOWING CLASSES OF REGULAR MEMBERSHIP: (A) CHIEF EXECUTIVE (B) PROFESSIONAL STAFF (C) INDUSTRY PARTNER (D) CONSULTANT OTHER MEMBERSHIP CLASSES. THE BOARD OF DIRECTORS MAY ESTABLISH OTHER MEMBERSHIP CLASSES THAT ARE INELIGIBLE TO SERVE AS DIRECTORS OR OFFICERS. LIFE AND HONORARY MEMBERSHIP. LIFE AND HONORARY MEMBERSHIP MAY BE CONFERRED UPON INDIVIDUALS UNDER TERMS THE BOARD OF DIRECTORS DETERMINES. |
| FORM 990, PART VI, SECTION A, LINE 7A | FOUR CANDIDATES FOR DIRECTOR-AT-LARGE (PLUS ONE MORE WHEN AN INDUSTRY PARTNER BOARD SEAT IS OPEN) AND ONE CANDIDATE FOR SECRETARY-TREASURER ARE NOMINATED BY THE LEADERSHIP COMMITTEE EACH YEAR. THE MEMBERSHIP IS GIVEN AT LEAST 30 DAYS TO PROVIDE ADDITIONAL NOMINATIONS, WHICH MUST BE SUPPORTED BY A WRITTEN PETITION SIGNED BY AT LEAST 2-1/2 PERCENT OF VOTING MEMBERS OF ASAE. IF THERE ARE NOMINEES BY PETITION, THE LEADERSHIP COMMITTEE SUBMITS A BALLOT TO THE VOTING MEMBERS AT LEAST 60 DAYS BEFORE THE END OF THE FISCAL YEAR IDENTIFYING THOSE NOMINATED BY THE COMMITTEE AND THOSE NOMINATED BY PETITION. THE REGULAR MEMBERS THEN APPROVE THE NOMINEES IN WRITING BY POSTAL OR OTHER DELIVERY OR BY ELECTRONIC MEANS WHERE AT LEAST 2 1/2 PERCENT OF REGULAR MEMBERS PARTICIPATE. IF THERE ARE NO NOMINEES BY PETITION, THE NOMINEES OF THE LEADERSHIP COMMITTEE ARE AUTOMATICALLY ELECTED. MEMBERS OF THE LEADERSHIP COMMITTEE ARE APPOINTED BY ASAE'S CHAIRMAN, WITH THE APPROVAL OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ASAE'S BYLAWS ARE AMENDED BY THE BOARD OF DIRECTORS UPON A TWO-THIRDS VOTE, PROVIDED 60 DAYS ADVANCE NOTICE IS PROVIDED TO THE REGULAR VOTING MEMBERS IS INCLUDED IN AN ASAE MEMBERSHIP PUBLICATION, SUCH AS ASSOCIATIONS NOW MAGAZINE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 RETURNS ARE PREPARED BY THE 3RD PARTY PREPARER WORKING WITH THE CFAO AND THE CONTROLLER. ONCE THEY ARE COMFORTABLE WITH THE COMPLETENESS AND ACCURACY OF THE DOCUMENT, IT IS PROVIDED TO THE CEO FOR REVIEW AND IS UPLOADED INTO A SECURE RESTRICTED SOFTWARE APPLICATION USED TO COMMUNICATE WITH AND DISTRIBUTE BOARD MATERIALS. BOARD MEMBERS ARE NOTIFIED THAT THIS DOCUMENT IS AVAILABLE. THE RETURN WILL BE FILED AS PRESENTED IF NO FURTHER ADJUSTMENTS ARE WARRANTED. THE BOARD WILL RECEIVE NOTIFICATION OF ANY ADDITIONAL CHANGES PRIOR TO FILING. THE RETURN IS THEN SIGNED BY THE CEO AND FILED APPROPRIATELY. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND EXECUTIVE STAFF MEMBER IS REQUIRED TO ANNUALLY COMPLETE AND SUBMIT A DISCLOSURE FORM DETAILING ANY SUCH 'OTHER INTERESTS.' SUCH INDIVIDUAL ALSO MUST UPDATE THE DISCLOSURE FORM IF ANY MATERIAL CHANGES OR ADDITIONS TO THE SUBMITTED INFORMATION ARISE DURING THE COURSE OF THE YEAR. A CHECKLIST IS MAINTAINED AND FOLLOW UP IS DONE UNTIL ALL FORMS ARE RETURNED. ONCE ALL FORMS ARE RECEIVED, THE CEO REVIEWS THE DISCLOSURES. ANY AFFIRMATIVE RESPONSE DEEMED UNUSUAL OR WHICH MAY APPEAR TO CONSTITUTE AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST IS REFERRED TO THE AUDIT COMMITTEE FOR DETERMINATION. THE AUDIT COMMITTEE MAY SEEK THE GUIDANCE OF COUNSEL AND MAKE SUCH DETERMINATION WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE AUDIT COMMITTEE MAY CONCLUDE THAT THIS DETERMINATION SHOULD BE MADE BY THE FULL BOARD OF DIRECTORS OF ASAE, THE FOUNDATION, OR ABSI, AND REFER THE MATTER TO THE APPROPRIATE BOARD (WITH OR WITHOUT A RECOMMENDATION FROM THE AUDIT COMMITTEE) FOR ITS CONSIDERATION, DELIBERATION, AND RESOLUTION, WITH THE ASSISTANCE OF LEGAL COUNSEL AND WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE APPROPRIATE BOARD SHALL HAVE FINAL AUTHORITY OVER THE RESOLUTION OF ALL CONFLICT OF INTEREST MATTERS INVOLVING THE MEMBERS OF SUCH BOARD. IF THE AUDIT COMMITTEE BELIEVES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION MAY REPRESENT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OR INTEREST, IT SHALL FIRST REQUEST ADDITIONAL INFORMATION FROM THE INDIVIDUAL IN QUESTION DETAILING THE NATURE OF THE RELATIONSHIP OR TRANSACTION. WHEN EVALUATING WHETHER A PARTICULAR TRANSACTION OR RELATIONSHIP CONSTITUTES AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, THE AUDIT COMMITTEE SHALL CONSIDER THE FOLLOWING (NON-EXHAUSTIVE) FACTORS: --ABUSING ONE'S ROLE FOR PERSONAL OR THIRD-PARTY GAIN OR PLEASURE (INCLUDING, BUT NOT LIMITED TO, THE SOLICITATION OR ACCEPTANCE OF GIFTS OR OTHER ITEMS OF VALUE OR INDIRECT INDUCEMENT TO PROVIDE SPECIAL TREATMENT ON ORGANIZATION MATTERS.) -- PLACING ONE'S OWN SELF-INTEREST, THE INTEREST OF ONE'S COMPANY, ORGANIZATION OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT, OR OWNERSHIP CAPACITY, OR THE INTEREST OF ANY THIRD PARTY ABOVE THAT OF ASAE, THE FOUNDATION, OR ABSI. -- ENGAGING IN ANY OUTSIDE BUSINESS, PROFESSIONAL OR OTHER ACTIVITIES THAT WOULD DIRECTLY OR INDIRECTLY MATERIALLY ADVERSELY AFFECT ASAE, THE FOUNDATION, OR ABSI. --PROVIDING GOODS OR SERVICES TO ASAE, THE FOUNDATION, OR ABSI AS A PAID VENDOR. IF THE AUDIT COMMITTEE DETERMINES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION REPRESENTS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, IT (OR THE APPROPRIATE BOARD, IF THE MATTER HAS BEEN REFERRED TO THE BOARD) SHALL RESOLVE SUCH ACTUAL, POTENTIAL OR APPARENT CONFLICT IN ONE OF THE FOLLOWING MANNERS: (1) WAIVE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT AS UNLIKELY TO AFFECT THE INDIVIDUAL'S ABILITY TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION; (2) DETERMINE THAT THE INDIVIDUAL SHOULD BE RECUSED FROM ALL DELIBERATIONS AND DECISION-MAKING RELATED TO THE PARTICULAR TRANSACTION WHICH GIVES RISE TO THE ACTUAL, POTENTIAL OR APPARENT CONFLICT. THIS RESOLUTION SHOULD APPLY PARTICULARLY WHEN THE TRANSACTION OR RELATIONSHIP IS ONE THAT PRESENTS A CONFLICT ONLY WITH RESPECT TO ONE OR TWO DISCRETE PROGRAMS OR ACTIVITIES. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES AN EDUCATIONAL PROGRAM THAT COMPETES WITH ONE OR TWO DISCRETE PROGRAMS OF ASAE, THE FOUNDATION, OR ABSI, THE AUDIT COMMITTEE OR RELEVANT BOARD MAY DETERMINE THAT THE BOARD MEMBER SHOULD BE RECUSED FROM ALL DELIBERATIONS AND VOTING RELATED TO SUCH PROGRAM(S) (BOTH AT THE OUTSET AND ON AN ONGOING BASIS), BUT THAT THE BOARD MEMBER NEED NOT RESIGN HIS/HER SEAT ON THE BOARD. (3) DETERMINE THAT THE INDIVIDUAL MUST RESIGN FROM HIS/HER SERVICE TO ASAE, THE FOUNDATION, OR ABSI BECAUSE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT IS SO PERVASIVE THAT THE INDIVIDUAL WOULD SELDOM, IF EVER, LIKELY BE ABLE TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES EDUCATIONAL PROGRAMS THAT COMPETE WITH MOST OF THE EDUCATIONAL PROGRAMS OF THE FOUNDATION, THE AUDIT COMMITTEE OR FOUNDATION BOARD MAY DETERMINE THAT THE INDIVIDUAL SHOULD RESIGN FROM THE FOUNDATION BOARD. (4) THE SPECIAL PROCEDURE BELOW IS APPLICABLE TO ALL INSTANCES IN WHICH AN INDIVIDUAL (OR THE INDIVIDUAL'S COMPANY, ORGANIZATION, OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT, OR OWNERSHIP CAPACITY, OR A MEMBER OF THE INDIVIDUAL'S FAMILY) SEEKS TO PROVIDE GOODS OR SERVICES TO ASAE, THE FOUNDATION, OR ABSI AS A PAID VENDOR, OR SEEKS TO RECEIVE A SIGNIFICANT GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS. THIS PROCEDURE SHALL NOT APPLY TO PRE-EXISTING RELATIONSHIPS WITH INDIVIDUALS THAT PREVIOUSLY HAVE BEEN DISCLOSED TO, AND WAIVED BY, THE AUDIT COMMITTEE OR THE BOARD OF THE RELEVANT ORGANIZATION. (A) THE INDIVIDUAL MUST DISCLOSE TO THE APPLICABLE CHAIR IN ADVANCE OF ANY RELATED ACTION TO BE TAKEN BY THE BOARD HIS/HER INTENT TO SEEK TO PROVIDE GOODS OR SERVICES AS A PAID VENDOR TO ASAE, THE FOUNDATION, OR ABSI, OR TO RECEIVE A GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS; (B) THE INDIVIDUAL MUST RECUSE HIMSELF/HERSELF FROM ALL DELIBERATIONS AND VOTING RELATED TO THE CONTEMPLATED ACTION; (C) IF THE VALUE OF THE TRANSACTION EXCEEDS $5,000, ASAE, THE FOUNDATION, OR ABSI MUST, THROUGH A REQUEST FOR PROPOSAL PROCESS, HAVE SOLICITED PROPOSALS BROADLY FROM OTHER QUALIFIED VENDORS / PROSPECTIVE GRANT OR CONTRACT RECIPIENTS AND RECEIVED (OR ATTEMPTED TO RECEIVE) WRITTEN BIDS FROM AT LEAST THREE SUCH INDIVIDUALS / ENTITIES (INCLUDING THE INDIVIDUAL IN QUESTION); (D) THE BOARD MUST DETERMINE (WITHOUT THE PRESENCE OR PARTICIPATION OF THE INDIVIDUAL) THAT THE TRANSACTION IS FAIR AND IN THE BEST INTERESTS OF ASAE, THE FOUNDATION, OR ABSI BASED ON ALL OF THE FACTS AND CIRCUMSTANCES, AND SUCH DETERMINATION (INCLUDING THE FACT THAT IT WAS MADE IN THE ABSENCE OF THE INDIVIDUAL) SHALL BE DOCUMENTED AS PART OF THE RELEVANT MEETING MINUTES (ALL COMPETING BIDS RECEIVED SHALL BE RETAINED AS WELL); AND (E) IF SELECTED, THE INDIVIDUAL MAY NOT PARTICIPATE IN ANY PROCESS BY WHICH HIS/HER PERFORMANCE AS A VENDOR / GRANT OR CONTRACT RECIPIENT IS EVALUATED. |
| FORM 990, PART VI, SECTION B, LINE 15A | ASAE & THE FOUNDATION'S COMPENSATION POLICY IS DEFINED IN ITS BOARD POLICY MANUAL, AND CONSISTS OF THE FOLLOWING: PRESIDENT & CEO PERFORMANCE EVALUATION AND COMPENSATION: THIS RESPONSIBILITY IS VESTED WITH THE ASAE BOARD OF DIRECTORS. THE ASAE BOARD OF DIRECTORS IS CHARGED WITH ENSURING THAT THE ANNUAL EVALUATION IS CONDUCTED AND COMPENSATION ESTABLISHED. A COMPENSATION COMMITTEE CONSISTING OF THE IMMEDIATE PAST CHAIR OF THE BOARD, CHAIR OF THE BOARD, THE SECRETARY/TREASURER, AND CHAIR-ELECT WILL RECOMMEND COMPENSATION LEVELS TO THE ASAE BOARD OF DIRECTORS. IN ADDITION, THE PRESIDENT AND CEO'S ANNUAL OBJECTIVES ARE APPROVED BY THE ASAE BOARD OF DIRECTORS. IT IS THESE AGREED UPON OBJECTIVES THAT ARE USED TO EVALUATE PERFORMANCE EACH YEAR. CEO COMPENSATION PHILOSOPHY THE COMPENSATION PACKAGE, VIEWED AS A WHOLE, SHOULD PROMOTE PERFORMANCE-BASED RESULTS LINKED TO THE ACHIEVEMENT OF ASAE & THE FOUNDATION'S MISSION AND STRATEGIC GOALS. THE COMPENSATION PROGRAM SHOULD ENCOURAGE AN ENTREPRENEURIAL AND MEMBER SERVICE ENVIRONMENT IN COLLABORATION WITH THE VOLUNTEER LEADERSHIP TO DETERMINE, GUIDE, AND OVERSEE THE EXECUTION OF ASAE & THE FOUNDATION'S STRATEGIC GOALS AND MISSION. GIVEN THE UNIQUE SET OF SKILLS NEEDED TO ACCOMPLISH THE MISSION AND GOALS SET FORTH ABOVE, THE TOTAL COMPENSATION -- DIRECT AND INDIRECT -- SHOULD BE TARGETED ABOVE THE MARKET MEDIAN, YET BE DEMONSTRABLY REASONABLE RELATIVE TO THE TOTAL COMPENSATION OFFERED BY ORGANIZATIONS COMPARABLE TO ASAE & THE FOUNDATION. THE COMPENSATION PHILOSOPHY SHOULD BE REVIEWED PERIODICALLY TO ENSURE THAT IT CONTINUES TO BE ALIGNED WITH ASAE & THE FOUNDATION'S STRATEGIC DIRECTION AND FINANCIAL LIMITS AND CONTINUES TO BE BOTH REASONABLE AND COMPETITIVE. CEO COMPENSATION PRACTICES ASAE OFFERS A COMPREHENSIVE CEO COMPENSATION PROGRAM THAT INCLUDES A BASE SALARY, ANNUAL INCENTIVE, AS WELL AS BROAD-BASED AND EXECUTIVE BENEFITS/PERQUISITES. THE PROGRAM IS TARGETED AT ABOVE MARKET AVERAGE COMPENSATION RELATIVE TO SIMILAR EXECUTIVE POSITIONS IN COMPARABLE ASSOCIATIONS. ASAE BENCHMARKS CEO COMPENSATION AGAINST A PEER GROUP CONSISTING OF NATIONAL TRADE AND PROFESSIONAL ASSOCIATIONS THAT, LIKE ASAE, OPERATE IN COMPLEX REGULATORY ENVIRONMENTS, SERVE HIGHLY SPECIALIZED MEMBER BASES, AND PROVIDE STRATEGIC LEADERSHIP, ADVOCACY, EDUCATION, AND STANDARDS-SETTING ACROSS DIVERSE INDUSTRIES. BASE SALARY: BASE SALARY IS PRIMARILY DETERMINED BY MARKET DEMANDS FOR TOP EXECUTIVES WITHIN THE ESTABLISHED ASAE SURVEY PEER GROUP. ASAE ANNUALLY REVIEWS AND, IF NEEDED, RECOMMENDS CHANGES TO THE CEO'S BASE SALARY TO MAINTAIN EXTERNAL MARKET COMPETITIVENESS WHEN CONDITIONS AND PERFORMANCE WARRANT IT. SPECIFICALLY, THE CEO'S BASE SALARY IS ADJUSTED ANNUALLY TO REFLECT THE AVERAGE INCREASE OF ALL ASAE EMPLOYEES. ANNUAL INCENTIVE BONUS: THE CEO'S ANNUAL INCENTIVE AWARD OPPORTUNITY IS TARGETED AT THE MARKET ABOVE AVERAGE TOTAL CASH BASED ON THE ACHIEVEMENT OF ASAE'S PRE-ESTABLISHED ENTERPRISE-WIDE GOALS AND OBJECTIVES. THE RANGE OF THE CEO'S ANNUAL INCENTIVE OPPORTUNITIES IS FROM 0% TO 40% OF BASE SALARY, WITH A TARGET OF 30% WHEN PERFORMANCE EXPECTATIONS ARE MET. THE CEO, IN COLLABORATION WITH THE ASAE EXECUTIVE COMMITTEE, ANNUALLY ESTABLISHES ENTERPRISE-WIDE GOALS AND OBJECTIVES TIED DIRECTLY TO ASAE'S OPERATING BUDGET, KEY INITIATIVES FOR THE UPCOMING YEAR, AND PERSONAL GROWTH. DEFERRED COMPENSATION: ASAE'S 457(B) RESTORATION PLAN FOR THE CEO IS DESIGNED TO SUPPLEMENT ITS 401(K) PLAN AND SUPPORT THE DELIVERY OF A COMPETITIVE INCOME REPLACEMENT RATIO OVER A FULL EMPLOYMENT CAREER. BROAD-BASED EMPLOYEE BENEFITS: ASAE PROVIDES THE CEO WITH THE SAME BROAD-BASED BENEFITS AS THOSE AVAILABLE TO ALL EMPLOYEES, INCLUDING HEALTH INSURANCE, DENTAL INSURANCE, LIFE & AD&D INSURANCE, PAID TIME OFF, AND SHORT- AND LONG-TERM DISABILITY INSURANCE. THESE BENEFITS PROTECT EMPLOYEES FROM INCOME LOSS AND SUPPORT WELL-BEING, INCLUDING PAID TIME OFF. ASAE'S BENEFIT PROGRAMS ARE REVIEWED ON AN ONGOING BASIS, AND CHANGES ARE MADE PERIODICALLY. EXECUTIVE BENEFITS: ASAE PROVIDES THE CEO WITH VARIOUS EXECUTIVE BENEFITS TO ALIGN WITH MARKET NORMS AND SUPPORT THE DEMANDS AND TRAVEL REQUIREMENTS OF THE ROLE. PERQUISITES SUCH AS SEVERANCE BENEFIT, LUNCHEON CLUB, PARKING, BUSINESS/FIRST-CLASS AIR TRAVEL, CELL PHONE, AND MEMBERSHIP DUES ARE ALSO PROVIDED TO MAINTAIN MARKET COMPETITIVENESS. OTHER KEY OFFICERS/EMPLOYEES UNDER BYLAW AND CEO CONTRACT, THE BALANCE OF STAFF ARE UNDER THE AUTHORITY OF CEO. STAFF COMPENSATION POLICY DECISIONS TAKE INTO CONSIDERATION ASAE & THE FOUNDATION'S OVERALL FINANCIAL CONDITION, EQUITY WITHIN THE ORGANIZATION, AND COMPETITIVE SALARY PLANNING. ASAE'S HUMAN RESOURCES DEPARTMENT IS RESPONSIBLE FOR THE ADMINISTRATION OF AND ONGOING INTERNAL REVIEW OF ALL COMPENSATION PLANS AND POLICIES. THIS COMPENSATION REVIEW HELPS ASAE & THE FOUNDATION MAINTAIN AND ADMINISTER A COMPENSATION PLAN THAT ACCURATELY AND FAIRLY REFLECTS EACH INDIVIDUAL'S RESPONSIBILITIES AND PERFORMANCE. ASAE & THE FOUNDATION'S STAFF SALARY ADMINISTRATION PROGRAM(S) CONSIST OF THE FOLLOWING: -- JOB EVALUATION - THIS IS A SYSTEMATIC METHOD OF DETERMINING THE VALUE OF EACH JOB WITHIN THE ASSOCIATION, INCLUDING REVIEW OF SKILLS, EDUCATIONAL PREREQUISITES AND CONTRIBUTION TO THE ORGANIZATION. -- SALARY STRUCTURE - POSITIONS ARE EVALUATED AND POSITIONS WITH SIMILAR VALUES ARE PLACED IN A SALARY GRADE THAT IS REVIEWED IN TERMS OF ITS COMPETITIVENESS WITHIN THE MARKET AND OUR ORGANIZATIONAL NEEDS. EACH GRADE HAS A MINIMUM, WHICH IS THE LOWEST RECOMMENDED SALARY TO BE OFFERED TO AN INDIVIDUAL WHO MEETS THE MINIMUM QUALIFICATIONS OF THE POSITION; A MIDPOINT, REPRESENTING THE SALARY AT WHICH A FULLY QUALIFIED AND EXPERIENCED STAFF MEMBER WHO SATISFACTORILY PERFORMS ALL THE SPECIFICATIONS OF A POSITION IS PAID WITHIN THE MARKETPLACE; AND A MAXIMUM, WHICH IS THE UPPER LIMIT OF THE SALARY RANGE. A THIRD PARTY IS ENGAGED PERIODICALLY TO REVIEW THE COMPENSATION PACKAGE OF THE EXECUTIVE STAFF AND/OR FULL STAFF RELATIVE TO BASE COMPENSATION, BONUS AND INCENTIVE PROGRAMS COMPARATIVE TO MARKET. -- SALARY BUDGET AND GUIDELINES - ASAE & THE FOUNDATION'S ANNUAL SALARY BUDGET IS DEVELOPED ANNUALLY IN ORDER TO ALLOCATE MONIES NEEDED TO MAINTAIN STAFF MEMBER SALARIES AT COMPETITIVE LEVELS, SUBJECT TO BUDGETARY LIMITATIONS. AN ANNUAL MERIT POOL IS DEVELOPED AND APPROVED AS PART OF THE BUDGET CYCLE. THE CHIEF ADMINISTRATIVE OFFICER IS RESPONSIBLE FOR THE ADMINISTRATION OF THE PROGRAM, AND ALL INCREASES ARE SUBJECT TO THE APPROVAL OF THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | SOME GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE - ASAE BYLAWS, STRATEGIC FRAMEWORK - WHAT WE DO AND OUR PROMISE, CODE OF CONDUCT AND BOARD CONTACT INFORMATION. THE CONFLICT-OF-INTEREST POLICY IS CURRENTLY NOT POSTED BUT PROVIDED AS A SAMPLE DOCUMENT UPON REQUEST. PUBLIC INSPECTION COPIES OF THE 990 ARE PROVIDED UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | HONORARIA 416,923. OTHER PROFESSIONAL FEES 3,043,192. |
| FORM 990, PART XI, LINE 9: | EQUITY IN SUBSIDIARY 622,524. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS, WHICH HAS NOT CHANGED FROM THE PRIOR YEAR, IS AS FOLLOWS: THE AUDIT PROCESS IS UNDER THE OVERSIGHT OF THE AUDIT COMMITTEE, WHICH IS A SUBCOMMITTEE OF THE BOARD AND MAY INCLUDE (IF/AS NEEDED) A MEMBER AT-LARGE WITH RELEVANT EXPERTISE. THE COMMITTEE IS RESPONSIBLE FOR THE SELECTION AND SELECTION PROCESS OF INDEPENDENT AUDITORS, MEETING WITH THE AUDIT TEAM BOTH WITH AND WITHOUT STAFF PRESENT PRIOR TO THE AUDIT FOR SCOPE AND PLANNING AND POST AUDIT TO REVIEW THE REPORT AND RELEVANT COMMUNICATIONS. THE AUDIT IS PRESENTED IN PERSON BY THE INDEPENDENT AUDITOR TO THE BOARD WITH ANY AUDIT COMMITTEE RECOMMENDATIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASAE RESEARCH FOUNDATION | ||||||||||
| 1575 I ST NW | WASHINGTON | DC | 20005 | 521300485 | RESEARCH AND EDUCATION FOR THE ASSOCIATION COMMUNITY | DC | 501(C)(3) | LINE 7 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | Yes (1) |
| AM SOCIETY OF ASSN EXECUTIVES POLITICAL ACTION COMMITTEE | ||||||||||
| 1575 I ST NW | WASHINGTON | DC | 20005 | 521746813 | POLITICAL ACTION COMMITTEE | DC | 527 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASAE BUSINESS SERVICES INC | ||||||||||||
| 1575 I ST NW | WASHINGTON | DC | 20006 | 521066386 | INSURANCE AND OTHER SERVICES | DC | AMERICAN SOCIETY OF ASSN EXECS | C | $2,833,340 | $9,212,768 | 1.00000 | Yes (1) |
| ASAE INSURANCE COMPANY | ||||||||||||
| 1575 I ST NW | WASHINGTON | DC | 20006 | 030335958 | INSURANCE AND OTHER SERVICES | DC | ASAE BUSINESS SERVICES INC | C | $3,940,748 | $17,134,170 | 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 | Yes (1) | 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 | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASAE FOUNDATION | ||
| B | $40,501 | CONTRIBUTIONS & CHARITABLE MATCH |
| ASAE BUSINESS SERVICES INC | ||
| Q | $401,103 | NET CHANGE IN DUE TO / FROM ASAE |
| ASAE FOUNDATION | ||
| P | $5,464,731 | NET CHANGE IN DUE TO / FROM ASAE |