STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (EIN 53-0026940)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-12
IRS object ID
202111939349301481
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-12T15:35:43-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530026940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SOCIETY OF ASSOCIATIONBusinessNameLine1Txt
Business Name Line2EXECUTIVESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2026262723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11575 I STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN ROBERTSONPersonNm
Person TitleCEOPersonTitleTxt
Phone2026262723PhoneNum
Signature2021-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH W HELLERPreparerPersonNm
PTINP00397829PTIN
Phone2022932200PhoneNum
Preparation2021-07-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN ROBERTSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11575 I STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,583,621GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ASAECENTER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION OF MORE THAN 40,000 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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee119TotalEmployeeCnt
Total Volunteers1500TotalVolunteersCnt
Total Gross UBI$2,593,705TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$44,409NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$899,538PYContributionsGrantsAmt
CY Contributions Grants$723,600CYContributionsGrantsAmt
PY Program Service Revenue$24,594,831PYProgramServiceRevenueAmt
CY Program Service Revenue$13,252,229CYProgramServiceRevenueAmt
PY Investment Income$3,352,479PYInvestmentIncomeAmt
CY Investment Income$1,238,645CYInvestmentIncomeAmt
PY Other Revenue$2,047,677PYOtherRevenueAmt
CY Other Revenue$1,408,226CYOtherRevenueAmt
PY Total Revenue$30,894,525PYTotalRevenueAmt
CY Total Revenue$16,622,700CYTotalRevenueAmt
PY Grants And Similar Paid$239,312PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$325,033CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,756,908PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,535,253CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,621,258PYOtherExpensesAmt
CY Other Expenses$10,102,272CYOtherExpensesAmt
PY Total Expenses$29,617,478PYTotalExpensesAmt
CY Total Expenses$23,962,558CYTotalExpensesAmt
PY Revenues Less Expenses$1,277,047PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,339,858CYRevenuesLessExpensesAmt
Total Assets BOY$61,090,508TotalAssetsBOYAmt
Total Assets EOY$49,185,620TotalAssetsEOYAmt
Total Liabilities BOY$27,207,280TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,804,750TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,883,228NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,380,870NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionASAE'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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROFESSIONAL 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; GREAT IDEAS CONFERENCES; INVITATIONAL FORUM ON LEADERSHIP & MANAGEMENT; BUSINESS OF MEETINGS CERTIFICATE PROGRAM; ASSOCIATIONS AT WORK CONFERENCE; TECHNOLOGY CONFERENCE; AND MARKETING, MEMBERSHIP, AND COMMUNICATIONS CONFERENCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP -- 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

FieldValueIRS element (for citing)
DescLEARNING 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 (PWRA) FUND IS A KEY COMPONENT OF ASAE'S PUBLIC POLICY PROGRAM. THE PWRA 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.
DIVERSITY - 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.ASAE'S LONG-TERM GOAL IS TO ENSURE THAT ITS MEMBERSHIP, VOLUNTEER LEADERSHIP, AND STAFF REPRESENT A STRONG, VIBRANT, AND EVOLVING MODEL OF DIVERSITY AND INCLUSION FOR THE ASSOCIATION COMMUNITY. THE ORGANIZATION IS COMMITTED TO CREATING AND INFLUENCING A MODEL OF INCLUSIVE BEHAVIORS AND FOR SETTING A TONE AND CULTURE THAT EMBRACE DIVERSITY.THE DIVERSITY EXECUTIVE LEADERSHIP PROGRAM (DELP) SUPPORTS INDIVIDUALS FROM UNDER-REPRESENTED IDENTITY GROUPS IN THE ASSOCIATION COMMUNITY TO ADVANCE INTO THE RANKS OF LEADERSHIP IN THE ASSOCIATION PROFESSION. DELP SCHOLARS PARTICIPATE IN AN ACCELERATED LEADERSHIP PROGRAM OF EDUCATION, MENTORING, AND VOLUNTEER SERVICE IN THE ASSOCIATION COMMUNITY.THE GOALS OF DELP ARE:- TO PROVIDE SUPPORT, EDUCATION, ACCESS AND SERVICE OPPORTUNITIES TO INDIVIDUALS FROM IDENTITY GROUPS (I.E. PEOPLE OF COLOR, LESBIAN/GAY/BISEXUAL/TRANSGENDER, PEOPLE WITH DISABILITIES) WHO AREUNDER-REPRESENTED IN THE ASSOCIATION COMMUNITY - TO PROVIDE SCHOLARS WITH A MENTOR, GROUP COACHING, AND VOLUNTEER EXPERIENCES TO ENHANCE THEIR CAREER DEVELOPMENT AND EXPAND THEIR PROFESSIONAL NETWORKS- TO ENCOURAGE MORE DIVERSE CANDIDATES TO ASSUME LEADERSHIP ROLES IN ASSOCIATION MANAGEMENT- TO DEVELOP A MORE DIVERSE LEADERSHIP POOL FOR THE ASSOCIATION PROFESSION- TO DEMONSTRATE THE LONG-TERM BENEFIT OF THE PROGRAM TO THE SCHOLARS, ASAE AND TO THE ASSOCIATION PROFESSION.ASAE ALSO LAUNCHED THE ASSOCIATION INCLUSION INDEX, THE ONLY ONLINE DIAGNOSTIC TOOL OF ITS KIND FOR 501(C) 6 AND 501(C) 3 MEMBERSHIP ORGANIZATIONS SEEKING TO MEASURE AND IMPROVE THE MANAGEMENT OF THEIR CURRENT D+I PHILOSOPHIES, POLICIES, AND PRACTICES. ONCE THE RESPONDENT (I.E. END USER) COMPLETES THE SURVEY ON BEHALF OF THE ASSOCIATION, A REPORT WILL BE AUTOMATICALLY GENERATED, PROVIDING THE RESPONDENT WITH REAL-TIME FEEDBACK ABOUT THE LEVEL OF PERFORMANCE. ANY ASSOCIATION CAN USE THE INDEX. IT WILL BE MOST APPLICABLE TO LARGE AND MEDIUM-SIZED MEMBERSHIP ORGANIZATIONS WITH AT LEAST ONE STAFF MEMBER WHO CAN OFFER AN ORGANIZATIONAL VIEW OF D+I PHILOSOPHIES, POLICIES, AND PRACTICES; HOWEVER SMALL-SIZED ASSOCIATIONS CAN ALSO GAIN INSIGHT FROM USING THE TOOL. ASAE RECOGNIZES THAT INDIVIDUAL ATTITUDES AND EXPERIENCES TOWARD D+I VARY GREATLY WORLDWIDE; THE INDEX IS INTENDED TO ELICIT AN ORGANIZATIONAL VIEW POINT AND OFFERS INFORMATION ACCORDINGLY.
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document128IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee119EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEIDI ROBEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026262723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11575 I STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
PATRICIA V BLAKE FASAE CAE
CHAIR2.001.00Yes (X)Yes (X)$0$0$0
STEPHEN J CALDEIRA
CHAIR-ELECT2.001.00Yes (X)Yes (X)$0$0$0
STEVEN C ANDERSON IOM CAE
SECRETARY-TREASURER2.001.00Yes (X)Yes (X)$0$0$0
SAL MARTINO FASAE CAE
IMMEDIATE PAST CHAIR2.000.00Yes (X)Yes (X)$0$0$0
H STEPHEN LIEBER CAE
CHAIR, ASAE BUSINESS SERVI2.000.00Yes (X)$0$0$0
CARLA K BALAKGIE FASAE CAE
BOARD MEMBER2.000.00Yes (X)$0$0$0
HEIDI BIGGS BROCK
BOARD MEMBER2.001.00Yes (X)$0$0$0
RITA CHEN FUJISAWA MBA CAE
BOARD MEMBER2.001.00Yes (X)$0$0$0
MICHAEL DOMINGUEZ CHSE
BOARD MEMBER2.000.00Yes (X)$0$0$0
STEVEN C ECHARD IOM CAE
BOARD MEMBER2.001.00Yes (X)$0$0$0
SHERI L JACOBS FASAE CAE
BOARD MEMBER2.001.00Yes (X)$0$0$0
KRAIG R NAASZ
BOARD MEMBER2.001.00Yes (X)$0$0$0
THOMAS J NOONAN
BOARD MEMBER2.001.00Yes (X)$0$0$0
LYNDA J PATTERSON FASAE CAE
BOARD MEMBER2.000.00Yes (X)$0$0$0
STEFANIE REEVES MA CAE
BOARD MEMBER2.001.00Yes (X)$0$0$0
JEFFREY SHIELDS FASAE CAE
BOARD MEMBER2.001.00Yes (X)$0$0$0
THOMAS W SMITH III FASCE CAE
BOARD MEMBER2.000.00Yes (X)$0$0$0
STEPHEN P STAHR IOM CAE
BOARD MEMBER2.000.00Yes (X)$0$0$0
LAKISHA ANN WOODS CAE
BOARD MEMBER2.000.00Yes (X)$0$0$0
JOHN GRAHAM IV
PRESIDENT & CEO35.252.25Yes (X)$1,306,944$83,421$367,532
HEIDI ROBEY
CHIEF FINANCIAL OFFICER30.756.75Yes (X)$209,938$46,084$48,640
SUSAN ROBERTSON
EXECUTIVE VICE PRESIENT31.755.75Yes (X)$624,982$113,186$54,926
ROBERT SKELTON
CHIEF ADMINISTRATIVE OFFIC31.256.25$224,993$44,999$58,320Yes (X)
KARL ELY
SR. VP, ADVERTISING, SPONS37.500.00$258,085$0$51,308Yes (X)
REGINALD HENRY
CHIEF INFORMATION OFFICER30.507.00$238,786$54,803$46,861Yes (X)
GRETA KOTLER
CHIEF GLOBAL DEV OFFICER37.500.00$249,700$0$52,441Yes (X)
JOHN ROBERT EDWARD LEE IV
CHIEF MKTING & COMMUN. OFF31.755.75$196,021$35,499$26,805Yes (X)
DANIEL MELESURGO
VP STRATEGIC PARTNERSHIPS37.500.00$225,191$0$34,297Yes (X)
AMY LEDOUX
SR. VP, MEETING & EXPOSITI36.001.50$214,322$8,930$26,561Yes (X)
SHARON MOSS
CHIEF RESEARCH OFFICER3.7533.75$20,239$182,148$34,170Yes (X)
RHONDA PAYNE
CHIEF LEARNING OFFICER37.500.00$271,334$0$38,250Yes (X)
MARY KATE CUNNINGHAM
SENIOR VP, PUBLIC POLICY37.500.00$158,786$0$40,151Yes (X)
JULIE SHOOP
VP, CONTENT STRATEGY & EDI37.500.00$150,779$0$19,293Yes (X)
MARIAH NELSON
VP, INNOVATION & NEW PRODU37.500.00$148,472$0$38,627Yes (X)
DEBORAH HANGER
SR. DIRECTOR, DATABASE ADM30.507.00$108,123$24,815$40,315Yes (X)
PAMELA TROOP
SENIOR DIRECTOR, MEETING INDUSTRY RELATIONS36.001.50$132,431$5,518$42,935Yes (X)
JENNA WORLEY
SENIOR DIRECTOR, EXECUTIVE & BOARD OPERATIONS37.500.00$130,319$0$15,712Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,869,445TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$599,403TotReportableCompRltdOrgAmt
Total Other Compensation$1,037,144TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K36IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HARGROVE INC
ONE HARGROVE DRIVELANHAMMD20706TRADE SHOW & EXHIBIT SERVICES$1,271,808
MANIFEST LLC
245 8TH AVENUE 379NEW YORKNY10011PRINT & DIGITAL PUBLISHING$1,002,935
MARRIOTT BUSINESS SERVICES
PO BOX 402642ATLANTAGA30384CONFERENCE SERVICES$755,402
GREATER COLUMBUS CONVENTION CENTER
400 NORTH HIGH STREETCOLUMBUSOH43215CONFERENCE SERVICES$613,715
YES & HOLDINGS LLC
1700 DIAGONAL ROAD SUITE 450ALEXANDRIAVA22314CONFERENCE SERVICES$449,526
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Fundraising$667,200FundraisingAmt
All Other Contributions$56,400AllOtherContributionsAmt
Total Contributions$723,600TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP900099$4,652,838$4,652,838
MEETINGS, EXPOS, EDUCTN900099$4,178,201$4,055,597$122,604
SPONSORSHIPS900099$1,838,721$1,838,721
PERIODICALS/PUBLICATION541800$1,838,567$1,838,567
AWARDS & PROF. CERTIFIC900099$621,215$621,215

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,687TotalRevenueColumnAmt
Related Or Exempt Func Income$120,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,687UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$13,252,229TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,097,936TotalRevenueColumnAmt
Unrelated Business Revenue-$389UnrelatedBusinessRevenueAmt
Exclusion$1,098,325ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$776,384TotalRevenueColumnAmt
Exclusion$776,384ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,144,517SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,003,808SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$140,709SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$140,709TotalRevenueColumnAmt
Exclusion$140,709ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$463,200FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$667,200ContriRptFundraisingEventAmt
Fundraising Direct Expenses$816,736FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$353,536TotalRevenueColumnAmt
Exclusion-$353,536ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$422,286GrossSalesOfInventoryAmt
Cost Of Goods Sold$140,377CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$281,909TotalRevenueColumnAmt
Exclusion$281,909ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
WEB SITE LISTINGS541800$694,444$630,236$64,208
MAILING LIST RENTALS900099$9,025$9,025
FieldValueIRS element (for citing)
Other Revenue Total$703,469OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,622,700TotalRevenueColumnAmt
Related Or Exempt Func Income$11,288,371RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,593,705UnrelatedBusinessRevenueAmt
Exclusion$2,017,024ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$279,322TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,711TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,045,473TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,768,572TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,029,564TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$909,912TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$781,732TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$300,690TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$156,322TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,302,790TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$346,393TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,127,175TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,038,146TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$25,163TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,825,007TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$250,636TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,623,933TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$349,481TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$132,403TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TAXES$477,033
TEMP HELP$264,697
REPAIRS & MAINTENANCE$204,198
BAD DEBT$93,426

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$2,415,221TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,962,558TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,795,831BOYAmt
EOY$1,099,840EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,469,462BOYAmt
EOY$2,960,925EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$238,205BOYAmt
EOY$120,797EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$466,090BOYAmt
EOY$668,877EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,744,747LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,556,772LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,494,694BOYAmt
EOY$1,187,975EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,585,090BOYAmt
EOY$27,446,817EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,805,065BOYAmt
EOY$5,249,976EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,236,071BOYAmt
EOY$10,450,413EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,090,508BOYAmt
EOY$49,185,620EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,441,818BOYAmt
EOY$3,314,074EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,179,713BOYAmt
EOY$3,658,463EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,585,749BOYAmt
EOY$12,832,213EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,207,280BOYAmt
EOY$19,804,750EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,855,477BOYAmt
EOY$29,353,119EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,751BOYAmt
EOY$27,751EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,883,228BOYAmt
EOY$29,380,870EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,090,508BOYAmt
EOY$49,185,620EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,339,858ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$796,196NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,041,304OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASAE POLITICAL ACTION COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11575 EYE ST NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN521746813EIN
Paid Internal Funds$0PaidInternalFundsAmt
Contributions Rcvd Dlvr$0ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$4,652,838DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$909,158NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$398,967NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$510,191NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$837,511AggregateReportedDuesNtcAmt
Carried Over-$327,320CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-CFormAndLineReferenceDesc
ExplanationASAE 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

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,751BeginningYearBalanceAmt
End Year Balance$27,751EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,000BeginningYearBalanceAmt
Contributions$2,751ContributionsAmt
End Year Balance$27,751EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.90090PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09910TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,930,667OtherCostOrOtherBasisAmt
Depreciation$866,973DepreciationAmt
Book Value$1,063,694BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,814,080OtherCostOrOtherBasisAmt
Depreciation$4,689,799DepreciationAmt
Book Value$124,281BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,187,975TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENTS HELD TO FUND DEFERRED COMPENSATION$1,122,419F
INVESTMENT IN ABSI$4,127,557F
FieldValueIRS element (for citing)
Total Book Value Securities$5,249,976TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEFFERRED INCOME TAX ASSET$2,627,195
DUE FROM AFFILIATES$7,823,218
FieldValueIRS element (for citing)
Total Book Value Other Assets$10,450,413TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$1,122,419
DEFERRED RENT$2,727,929
DEFERRED GAIN ON BUILDING SALE$8,981,865
FieldValueIRS element (for citing)
Total Liability$12,832,213TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$20,273,750TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$796,196NetUnrealizedGainsInvstAmt
Other Revenue$2,041,304OtherRevenueAmt
Revenue Not Reported$2,837,500RevenueNotReportedAmt
Revenue Subtotal$17,436,250RevenueSubtotalAmt
Investment Expenses Not Incld$143,563InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$957,113OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$813,550RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,622,700TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,776,108TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$957,113OtherExpensesIncludedAmt
Expenses Not Reported$957,113ExpensesNotReportedAmt
Expenses Subtotal$23,818,995ExpensesSubtotalAmt
Investment Expenses Not Incld2$143,563InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$143,563ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$23,962,558TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, WILL 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. THE RECIPIENT OF THE AWARD WILL BE CHOSEN BY A PANEL OF REPRESENTATIVES FROM ENGINEERING SOCIETIES, TO BE DETERMINED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:EQUITY IN SUBSIDIARY 456,269. DEFERRED GAIN ON SALE OF REAL ESTATE 1,585,035.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -140,377. SPECIAL EVENT EXPENSE -816,736.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 140,377. SPECIAL EVENT EXPENSE 816,736.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICAPROGRAM SERVICESEDUCATION$72,735
EAST ASIA AND THE PACIFICPROGRAM SERVICESEDUCATION$127,231
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$199,966SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$199,966TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SUMMIT AWARDS DINNEREvent1Nm
Gross Receipts Event1$686,400GrossReceiptsEvent1Amt
Charitable Contri Event1$476,280CharitableContriEvent1Amt
Gross Revenue Event1$210,120GrossRevenueEvent1Amt
Rent Facility Costs Event1$84,408RentFacilityCostsEvent1Amt
Food And Beverage Event1$187,439FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$135,859OtherDirectExpensesEvent1Amt
Event2FIVE STAR EVENTEvent2Nm
Gross Receipts Event2$444,000GrossReceiptsEvent2Amt
Charitable Contri Event2$190,920CharitableContriEvent2Amt
Gross Revenue Event2$253,080GrossRevenueEvent2Amt
Non Cash Prizes Event2$6,710NonCashPrizesEvent2Amt
Food And Beverage Event2$162,500FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$239,820OtherDirectExpensesEvent2Amt
Gross Receipts Total$1,130,400GrossReceiptsTotalAmt
Charitable Contributions Tot$667,200CharitableContributionsTotAmt
Gross Revenue Total Events$463,200GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$6,710NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$84,408RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$349,939FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$375,679OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$816,736DirectExpenseSummaryEventsAmt
Net Income Summary-$353,536NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 17TH FLOORCHICAGOIL60601133039601501C3$10,000PROGRAM SUPPORT
ASAE FOUNDATION
1575 I STREET NWWASHINGTONDC20005521300485501C3$211,575PROGRAM SUPPORT
MOUNT VERNON LADIES ASSOCIATION OF THE UNION
3200 MT VERNON MEMORIAL HIGHWAYMT VERNONVA22121540564701501C3$10,000PROGRAM SUPPORT
FEEDING COURAGE
2221 B ADAMS PLACE NEWASHINGTONDC20005850667411501C3$5,300PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
BOARD AND COMMITTEE AWARDS AND GIFTS155$21,868COST OF AWARD GIVENCERTIFICATES & TROPHIES
STAFF AWARDS45$18,758COST OF AWARD GIVENCERTIFICATES & TROPHIES
GOLD CIRCLE AWARDS12$5,085COST OF AWARD GIVENCERTIFICATES & TROPHIES

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN GRAHAM IV
PRESIDENT & CEO$837,466$53,455$249,449$15,922$220,029$14,044$20,765$1,325$327,998$20,936$1,655,707$105,682$0$0
HEIDI ROBEY
CHIEF FINANCIAL OFFICER$166,235$36,491$22,947$5,037$20,756$4,556$23,605$5,182$21,123$4,637$254,666$55,903$0$0
SUSAN ROBERTSON
EXECUTIVE VICE PRESIENT$399,672$72,382$203,879$36,923$21,431$3,881$27,630$5,004$30,627$5,547$683,239$123,737$0$0
ROBERT SKELTON
CHIEF ADMINISTRATIVE OFFIC$191,016$38,203$26,509$5,302$7,468$1,494$26,025$5,205$28,353$5,671$279,371$55,875$0$0
KARL ELY
SR. VP, ADVERTISING, SPONS$255,531$0$449$0$2,105$0$33,110$0$23,930$0$315,125$0$0$0
REGINALD HENRY
CHIEF INFORMATION OFFICER$217,216$49,853$19,169$4,399$2,401$551$24,452$5,612$19,314$4,433$282,552$64,848$0$0
GRETA KOTLER
CHIEF GLOBAL DEV OFFICER$223,325$0$17,543$0$8,832$0$28,800$0$29,309$0$307,809$0$0$0
JOHN ROBERT EDWARD LEE IV
CHIEF MKTING & COMMUN. OFF$179,403$32,490$14,937$2,705$1,681$304$21,923$3,970$6,256$1,133$224,200$40,602$0$0
DANIEL MELESURGO
VP STRATEGIC PARTNERSHIPS$217,447$0$6,353$0$1,391$0$25,380$0$11,016$0$261,587$0$0$0
AMY LEDOUX
SR. VP, MEETING & EXPOSITI$193,192$8,050$19,296$804$1,834$76$25,499$1,062$4,696$196$244,517$10,188$0$0
SHARON MOSS
CHIEF RESEARCH OFFICER$17,089$153,805$1,480$13,316$1,670$15,027$2,385$21,468$1,306$11,757$23,930$215,373$0$0
RHONDA PAYNE
CHIEF LEARNING OFFICER$256,269$0$14,461$0$604$0$13,198$0$27,705$0$312,237$0$0$0
MARY KATE CUNNINGHAM
SENIOR VP, PUBLIC POLICY$144,554$0$14,000$0$232$0$19,680$0$22,066$0$200,532$0$0$0
JULIE SHOOP
VP, CONTENT STRATEGY & EDI$143,684$0$5,839$0$1,256$0$18,093$0$5,111$0$173,983$0$0$0
MARIAH NELSON
VP, INNOVATION & NEW PRODU$140,750$0$5,803$0$1,919$0$17,984$0$23,452$0$189,908$0$0$0
DEBORAH HANGER
SR. DIRECTOR, DATABASE ADM$103,421$23,736$4,378$1,005$324$74$13,790$3,165$21,329$4,895$143,242$32,875$0$0
PAMELA TROOP
SENIOR DIRECTOR, MEETING INDUSTRY RE$125,035$5,210$5,569$232$1,827$76$17,195$716$25,708$1,071$175,334$7,305$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ACEO'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 4BJOHN GRAHAM IV SERP CONTRIBUTION: $300,000

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
THOMAS NOONAN
BOARD MEMBER OF ASAE, PRESIDENT & CEO, VISIT AUSTIN$78,225INDUSTRY PARTNERSHIP0
MARK VAUGHAN
FORMER BOARD MEMBER & EXEC VP & CHIEF SALES OFFICER, ATL CVTN BUREAU$195,000INDUSTRY PARTNERSHIP0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ASAE HAS AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE OFFICERS OF ASAE AND THE CHAIR OF ASAE BUSINESS SERVICES, INC. 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 6REGULAR 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 7AFOUR 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 7BASAE'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 11BTHE 990 RETURNS ARE PREPARED BY THE 3RD PARTY PREPARER WORKING WITH THE CFO AND DIRECTOR OF FINANCE. ONCE THE CFO IS 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, FOR A PERIOD OF NOT LESS THAN 5 DAYS PRIOR TO FILING. BOARD MEMBERS ARE NOTIFIED THAT THIS DOCUMENT IS AVAILABLE, FOR HOW LONG, AND WHEN THE RETURN WILL BE FILED. 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 12CEACH 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. USE THIS
FORM 990, PART VI, SECTION B, LINE 15AASAE & 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 THE ASAE & THE FOUNDATION COMPENSATION PROGRAM IS TARGETED TO PROVIDE COMPETITIVE TOTAL COMPENSATION LEVELS (INCLUDING BOTH ANNUAL CASH COMPENSATION AND SUPPLEMENTAL BENEFITS) FOR HIGHLY COMPETITIVE PERFORMANCE. COMPENSATION IS BENCHMARKED AGAINST DATA DEVELOPED BY INDEPENDENT CONSULTANTS USING SURVEYS COMPRISED OF ORGANIZATIONS WITH SIMILAR INDIVIDUAL MEMBERSHIP AND GENERAL NON-PROFIT ORGANIZATIONS, BOTH REGIONAL AND NATIONAL. THESE ORGANIZATIONS ARE SIMILAR TO ASAE & THE FOUNDATION IN MAGNITUDE, COMPLEXITY, AND SCOPE OF RESPONSIBILITY, AND THEY ARE REPRESENTATIVE OF THE VARIOUS MARKETS IN WHICH ASAE & THE FOUNDATION COMPETE FOR TALENT. TOTAL CASH COMPENSATION IS TARGETED AT THE COMPETITIVE RANGE OF 85% - 115% OF THE 75TH PERCENTILE OF DEVELOPED MARKET RATES, DEPENDING ON TENURE AND EXPERIENCE OF THE CEO. CONSISTENT WITH THIS STRATEGY, THE FOLLOWING PRINCIPLES PROVIDE A FRAMEWORK FOR ASAE & THE FOUNDATION'S EXECUTIVE COMPENSATION PROGRAM: -- TOTAL ANNUAL CASH COMPENSATION (CONSISTING OF BASE PAY AND A VARIABLE, AT-RISK INCENTIVE) IS POSITIONED AT 85% - 115% OF THE 75TH PERCENTILE OF DEVELOPED MARKET RATES; -- THE MIX OF TOTAL COMPENSATION ELEMENTS WILL REFLECT COMPETITIVE MARKET REQUIREMENTS AND STRATEGIC BUSINESS NEEDS; -- COMPENSATION IS LINKED TO BOTH QUALITATIVE AND BEHAVIORAL EXPECTATIONS, AND KEY OPERATIONAL AND STRATEGIC METRICS; AND -- COMPENSATION WILL BE DIFFERENTIATED ON THE FOLLOWING BASIS: BASE PAY - ON RELATIVE RESPONSIBILITY; ANNUAL INCENTIVES - ON PERFORMANCE; AND SUPPLEMENTAL BENEFITS - ON LONG-TERM PERFORMANCE. BASE PAY -- DETERMINED BY INDIVIDUAL PERFORMANCE AND COMPARISONS TO SIMILAR POSITIONS IN INDIVIDUAL MEMBERSHIP AND GENERAL NON-PROFIT ORGANIZATIONS. PAY IS ESTABLISHED BASED ON JOB RESPONSIBILITY, LEVEL OF EXPERIENCE, INDIVIDUAL CONTRIBUTION TO THE BUSINESS, ANALYSES OF COMPETITIVE INDUSTRY PRACTICE AND VARIOUS OTHER QUALITATIVE AND QUANTITATIVE PERFORMANCE FACTORS. ANNUAL INCENTIVE -- THE TARGET ANNUAL INCENTIVE AMOUNT IS DETERMINED BASED ON THE MARKET PRACTICES OF THE COMPARATOR GROUP AS DESCRIBED ABOVE. THE ANNUAL INCENTIVE AWARD IS BASED ON THE ACHIEVEMENT OF PREDETERMINED FINANCIAL, STRATEGIC, BUSINESS, AND INDIVIDUAL GOALS. THE PRIMARY QUANTITATIVE FACTORS REVIEWED BY THE BOARD OF DIRECTORS INCLUDE AS FINANCIAL MEASURES NET INCOME, REVENUE, TOTAL MEMBERSHIP, AND ACHIEVEMENT OF OTHER BOARD PRIORITIES AS DEFINED EACH YEAR BY THE BOARD OF DIRECTORS. AMONG THE QUALITATIVE FACTORS EVALUATED BY THE BOARD OF DIRECTORS ARE PROGRESS IN THE ACHIEVEMENT OF THE ORGANIZATIONS SHORT-TERM AND LONG-TERM BUSINESS GOALS, MEMBER SATISFACTION, AND THE EFFECTIVE MANAGEMENT OF ASAE & THE FOUNDATION AND ITS HUMAN RESOURCES. SUPPLEMENTAL BENEFITS -- UNDER THE SUPPLEMENTAL BENEFITS PLAN, THE BOARD OF DIRECTORS GRANTS DEFERRED SALARY AND SUPPLEMENTAL INCOME ARRANGEMENTS, BENEFITS AND PERQUISITES SUBJECT TO INDIVIDUAL LONG-TERM PERFORMANCE. THESE AWARDS AND SUPPLEMENTAL BENEFITS ARE PROVIDED IN LINE WITH COMPETITIVE PRACTICES OF THE COMPARATOR GROUP. THE OBJECTIVES FOR THESE AWARDS ARE TO CLOSELY ALIGN EXECUTIVE INTERESTS WITH THE LONGER-TERM INTERESTS OF STAKEHOLDERS AND TO RETAIN THE SKILLS CRITICAL TO THE FUTURE SUCCESS OF ASAE & THE FOUNDATION. ------------ 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 19SOME 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.
FORM 990, PART IX, LINE 11GBUSINESS SERVICES 60,251. FINANCIAL SERVICES 189,961. HR SERVICES 253,925. IT SERVICES 569,681. PUBLIC POLICY SERVICES 117,159. COMMUNICATIONS SERVICES 108,368. DIVERSITY SERVICES 26,618. WEB SERVICES 45,166. EDITORIAL SERVICES 182,491. DESIGN & PRODUCTION SERVICES 635,122. INTERNATIONAL SERVICES 151,248. CREDENTIALING SERVICES 87,926. MEMBERSHIP SERVICES 72,640. EDUCATION SERVICES 137,932. SPONSORSHIP SERVICES 43,623. COMMISSION FEES 502,748. HONORARIA 301,763. ADVERTISING SERVICES 181,008. PLANNING SERVICES 168,156. MEETING & EXPO SERVICES 465,004. VOLUNTEER RELATIONS SERVICES 2,000.
FORM 990, PART XI, LINE 9:EQUITY IN SUBSIDIARY 456,269. DEFERRED GAIN ON SALE OF REAL ESTATE 1,585,035.
FORM 990, PART XII, LINE 2CTHE 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.
FORM 990, PART XI, LINE 9:1575 EYE STREET ASSOCIATES (THE PARTNERSHIP) WAS A DELAWARE LIMITED LIABILITY PARTNERSHIP. THE BUSINESS PURPOSE OF THE PARTNERSHIP WAS THE ACQUISITION, MANAGEMENT, AND SALE OF REAL ESTATE. THE PARTNERSHIP OWNED AND OPERATED ASAE'S OFFICE BUILDING AND THE RELATED PARKING FACILITY WHICH IS LOCATED IN WASHINGTON, DC. ASAE HELD A MAJORITY OWNERSHIP INTEREST OF 55.50% IN THE PARTNERSHIP. THE PARTNERSHIP SOLD ITS REAL ESTATE ASSETS IN NOVEMBER 2015. AS A RESULT, THE PARTNERSHIP WAS DISSOLVED DURING THE YEAR ENDED AUGUST 31, 2016, AND THE PARTNERSHIP'S RESIDUAL ASSETS WERE TRANSFERRED TO A TERMINATING TRUST (THE TRUST) THAT WILL REMAIN IN OPERATION UNTIL ALL OUTSTANDING OBLIGATIONS OF THE PARTNERSHIP HAVE BEEN SATISFIED. THE TRUST HAS DISTRIBUTED CASH TO THE FORMER PARTNERS TOTALING $0 AND $34,936, DURING THE YEARS ENDED AUGUST 31, 2020 AND 2019, RESPECTIVELY. THE SALES PRICE FOR THE LAND AND BUILDING TOTALED $107,900,000. IN CONJUNCTION WITH THE SALE, THE PARTNERSHIP SETTLED ITS NOTE PAYABLE OBLIGATION IN FULL USING PROCEEDS FROM THE SALE. IN ACCORDANCE WITH THE PARTNERSHIP AGREEMENT, THE REMAINING NET PROCEEDS FROM THE SALE WERE ALLOCATED BETWEEN ASAE AND THE PARTNERSHIP'S OTHER PARTNER. THEREFORE, ASAE'S NET GAIN ON THE SALE OF REAL ESTATE TOTALED $33,195,107. THE SALE OF THE BUILDING AND THE RELATED OPERATING LEASE SIGNED BY ASAE, WAS CLASSIFIED AS A SALE LEASEBACK TRANSACTION. AS REQUIRED BY U.S. GAAP, THE AMOUNT OF THE NET GAIN ON THE SALE OF REAL ESTATE IN EXCESS OF THE PRESENT VALUE OF THE FUTURE MINIMUM LEASE PAYMENTS TOTALING $16,684,326 WAS RECOGNIZED AS A GAIN ON SALE OF REAL ESTATE DURING THE YEAR ENDED AUGUST 31, 2016. THE REMAINING PORTION OF THE GAIN ON SALE OF REAL ESTATE TOTALING $16,510,781 WAS DEFERRED AND IS BEING AMORTIZED OVER THE REMAINING LEASE TERM. THE REMAINING BALANCE OF THE DEFERRED GAIN ON SALE OF REAL ESTATE TOTALED $8,981,865 AND $10,566,900 AS OF AUGUST 31, 2020 AND 2019, RESPECTIVELY. IN ADDITION, AMORTIZATION OF DEFERRED GAIN ON REAL ESTATE TOTALED $1,585,035 AND$1,619,971 DURING THE YEARS ENDED AUGUST 31, 2020 AND 2019, RESPECTIVELY. FOR U.S. INCOME TAX PURPOSES, THE ENTIRE GAIN WAS RECOGNIZED AND SUBJECT TO TAX IN THE YEAR ENDED AUGUST 31, 2016. THUS, THE DEFERRED GAIN RECOGNIZED FOR BOOK PURPOSES IN THE YEAR ENDED AUGUST 31, 2020 IS REPORTED AT FORM 990, PART XI, LINE 9, 'OTHER CHANGES IN NET ASSETS OR FUND BALANCES.'

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ASAE RESEARCH FOUNDATION
1575 EYE ST NWWASHINGTONDC20005521300485RESEARCH AND EDUCATION FOR THE ASSOCIATION COMMUNITYDC501(C)(3)LINE 7AMERICAN SOCIETY OF ASSOCIATION EXECUTIVESYes (1)
AM SOCIETY OF ASSN EXECUTIVES POLITICAL ACTION COMMITTEE
1575 EYE ST NWWASHINGTONDC20005521746813POLITICAL ACTION COMMITTEEDC527AMERICAN SOCIETY OF ASSOCIATION EXECUTIVESYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
ASAE BUSINESS SERVICES INC
1575 EYE ST NWWASHINGTONDC20006521066386INSURANCE AND OTHER SERVICESDCAMERICAN SOCIETY OF ASSN EXECSC$2,061,411$4,478,4141.00000Yes (1)
ASAE INSURANCE COMPANY
1575 EYE ST NWWASHINGTONDC20006030335958INSURANCE AND OTHER SERVICESDCASAE BUSINESS SERVICES INCC$5,179,458$14,844,9261.00000Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASAE FOUNDATION
B$211,575CONTRIBUTIONS & CHARITABLE MATCH
ASAE FOUNDATION
C$4,839ANNUAL DONATION
ASAE FOUNDATION
Q$2,222,500OVERHEAD REIMBURSMENT
ASAE BUSINESS SERVICES INC
Q$2,191,079OVERHEAD REIMBURSMENT
ASAE BUSINESS SERVICES INC
S$282,726ADVERTISING/SPONSORSHIP
ASAE BUSINESS SERVICES INC
S$91,042EXHIBIT/ REGISTRATION FEES