2025-07-29T19:13:19-05:00 2024-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2024-01-01 521125072 SOCIETY FOR SCHOLARLY PUBLISHING SOCI 8564390500 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 MELANIE DOLECHEK EXECUTIVE DIRECTOR 8564390500 2025-07-29 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2025-07-29 2024 2025-03-06 01:10:19Z DR HEATHER RULAND STAINE 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 1625862 0 X www.sspnet.org X 1979 DC THE SOCIETY IS AN ORGANIZATION COMPRISED OF PUBLISHERS, PRINTERS, SCHOLARS, LIBRARIANS AND OTHERS INVOLVED WITH SCHOLARLY COMMUNICATION. THE MISSION OF THE ORGANIZATION IS TO ADVANCE SCHOLARLY PUBLISHING AND COMMUNICATION AND THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH EDUCATION, COLLABORATION, AND NETWORKING AMONG INDIVIDUALS IN THE FIELD. THE SOCIETY CONDUCTS EDUCATIONAL PROGRAMS THROUGH AN ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. 13 13 4 13 90704 0 215477 135952 1061031 1243522 66894 116812 65926 90524 1409328 1586810 0 0 0 0 376678 412783 14400 15480 22280 872754 993297 1263832 1421560 145496 165250 2071095 2255667 404624 344688 1666471 1910979 SEE MISSION STATEMENT ON 990 PAGE 1, PART 1 AND CONTINUING ON SCHEDULE O 0 0 823009 1243342 EDUCATIONAL PROGRAMS -- ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. 22280 GENERATIONS FUND ENDOWMENT -- THIS ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS CAN INCLUDE THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. 845289 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 4 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASSOCIATION HEADQUARTERS INC 8564390500 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 RANDY TOWNSEND PAST PRESIDENT 2.00 X X 0 0 0 DR HEATHER RULAND STAINES PRESIDENT 3.00 X X 0 0 0 REBECCA MCLEOD PRESIDENT ELECT 3.00 X X 0 0 0 EMILIE DELQUIE SECRETARY/TREASURER 3.00 X X 0 0 0 HANNAH HECKNER SWAIN AT LARGE MEMBER 2.00 X 0 0 0 MICHAEL DI NATALE AT LARGE MEMBER 2.00 X 0 0 0 SIMON HOLT AT LARGE MEMBER 2.00 X 0 0 0 YAEL FITZPATRICK AT LARGE MEMBER 2.00 X 0 0 0 JUDY HUM-DELANEY AT LARGE MEMBER 2.00 X 0 0 0 TAO TAO AT LARGE MEMBER 2.00 X 0 0 0 MIA RICCI AT LARGE MEMBER 2.00 X 0 0 0 DAMITA SNOW AT LARGE MEMBER 2.00 X 0 0 0 SIMONE TAYLOR AT LARGE MEMBER 2.00 X 0 0 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 40.00 X 191615 0 9503 191615 0 9503 1 0 1 0 WESTIN BOSTON SEAPORT 425 SUMMER STREET BOSTON MA 02210 ANNUAL CONFERENCE HOTEL 365477 ARIA TECHNOLOGY SOLUTIONS LLC 1080 JOHNSON DRIVE BUFFALO GROVE IL 60089 ANNUAL CONFERENCE AUDIO VISUAL 116251 ASSOCIATION HEADQUARTERS INC 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 MANAGEMENT SERVICES/INDUSTRY RELATIONS 107311 3 49702 86250 135952 ANNUAL MEETING 611710 785878 782678 3200 MEMBERSHIP DUES 611710 367547 367547 SEMINARS AND WORKSHOPS 611710 90097 90097 1243522 45892 45892 109972 39052 70920 70920 70920 WEBSITE - ADVERTISING 541800 87504 87504 OTHER REVENUE 611710 3020 3020 90524 1586810 1243342 90704 116812 X 201118 201118 168982 72348 96634 4966 4966 9275 2170 7105 28442 7227 21215 102038 61516 40522 312 312 8000 8000 15480 15480 74627 69018 5609 14146 12205 1941 13417 9384 4033 71093 25193 45900 22221 5101 16509 611 481172 481172 4102 4102 4458 3339 1119 PUBLICATIONS 62155 62155 CREDIT CARD FEES 57683 20000 37683 SEMINARS AND WORKSHOPS 36050 36050 BOARD/COMMITTEE EXPENSE 26221 26221 15602 15387 215 1421560 845289 553991 22280 217922 250400 288460 182124 23937 8209 105442 127103 4994 4659 647 335 1434687 1667453 0 20043 2071095 2255667 28162 24562 376462 320126 404624 344688 X 1419616 1572916 246855 338063 1666471 1910979 2071095 2255667 165250 79258 0 X X 0 1 X 1 0 X 420922 405827 481174 574945 503499 2386367 392534 359478 680901 692378 875795 3001086 813456 765305 1162075 1267323 1379294 5387453 0 0 0 5387453 77155 22157 20370 66894 116812 303388 77155 22157 20370 66894 116812 303388 79726 121241 113977 70251 90704 475899 51603 125493 -259126 144911 79258 142139 1021940 1034196 1037296 1549379 1666068 6308879 0.85390 0.85170 0.04810 0.03470 X Schedule A, Part III, Line 12, Explanation of Other Income: UNREALIZED GAINS LOSSES ON INVESTMENTS - 2020 Amount: $ 51603. 2021 Amount: $ 125493. 2022 Amount: $ -259126. 2023 Amount: $ 144911. 2024 Amount: $ 79258. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 348164 49702 41506 439372 226472 81877 39815 348164 233132 33538 -40198 226472 147454 65767 19911 233132 134991 12463 147454 0.23050 0.76950 0 0 4994 4659 335 335 GENERAL - SCHWAB 1253401 F GENERATIONS FUND ENDOWMENT - SCHWAB 414052 F 1667453 X 1666068 79258 79258 1586810 0 1586810 1421560 0 1421560 0 1421560 Part V, Line 4: THE GENERATIONS FUND ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS INCLUDES THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. THE PRINCIPAL OF THE FUND IS TO BE RAISED BY THE SOCIETY. THE FUND MUST REACH $500,000 (REVISED TO $525,000 IN MAY 2025) IN PRINCIPAL, WHICH WILL SUPPORT ANNUAL PROGRAM FUNDING THROUGH ITS ANNUAL INCOME, ASSUMED INITIALLY TO BE APPROXIMATELY A 5% RETURN. THE ANNUAL PROGRAM FUNDING WILL NOT BE DISBURSED UNTIL THE PRINCIPAL OF THE FUND IS MET. THE FUND IS CONSIDERED TO BE PERMANENT, AND ITS BENEFIT TO FUTURE GENERATIONS SHOULD BE EQUAL TO ITS BENEFIT TO THE CURRENT GENERATION. FUNDS AVAILABLE FOR DISTRIBUTION IN ANY GIVEN YEAR WILL BE DETERMINED BY USING THE TOTAL INCOME EARNED IN THE PRIOR CALENDAR YEAR. EXPENSES RELATED TO THE MANAGEMENT AND ADMINISTRATION OF THE FUND WILL BE DEDUCTED FROM THE FUNDS AVAILABLE FOR DISTRIBUTION. Part X, Line 2: THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. X X X 1 RAISE WELL LLC 42956 DEER CHASE PL ASHBURN VA 20147 CONSULTANT FOR GENERATIONS FUND CAMPAIGN 0 49702 15480 34222 49702 15480 34222 AL CA CO CT DC FL GA IL KS ME MD MA MI MN NV NH NJ NM NY NC OH OK OR PA RI SC TN VA WA WV WI Schedule G, Part I, Line 2b, Column (v) THE ORGANIZATION HAS A CONSULTING SERVICES AGREEMENT WITH RAISE WELL LLC TO PROVIDE LEADERSHIP AND DIRECT THE EXECUTION OF THE GENERATIONS FUND FUNDRAISING PLAN X 0 0 0 0 0 0 0 1 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 178231 0 13384 0 0 0 5227 0 4276 0 201118 0 0 0 Part I, Line 3 THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND AN EMPLOYMENT CONTRACT WAS ENTERED INTO AND SIGNED BY BOTH PARTIES. A NEW EMPLOYMENT CONTRACT ADDENDUM WAS EXECUTED AND APPROVED FOR THE 2024 YEAR. Part I, Line 7 PER APPROVED AND SIGNED EMPLOYMENT CONTRACT BETWEEN THE BOARD AND EXECUTIVE DIRECTOR, THE EXECUTIVE DIRECTOR IS REIMBURSED BOARD APPROVED TRAVEL & OTHER RELATED EXPENSES. Form 990, Part VI, Section A, line 3 A PROFESSIONAL MANAGEMENT COMPANY PROVIDES ALL MANAGEMENT SERVICES. Form 990, Part VI, Section A, line 6 THE ORGANIZATION AVERAGED APPROXIMATELY 1,180 MEMBERS DURING THE 2024 TAX YEAR. Form 990, Part VI, Section A, line 7a THE GOVERNING BODY IS THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ELECTED BY THE MEMBERS. Form 990, Part VI, Section B, line 11b THE EXECUTIVE DIRECTOR, MANAGEMENT COMPANY AND CERTAIN BOARD MEMBERS REVIEW AND APPROVE THE FORM 990 TAX RETURN PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S CODE OF CONDUCT HAS EXTENSIVE LANGUAGE ABOUT PROCEDURES FOR CONFLICTS OF INTEREST. DURING BOARD ORIENTATION ANNUALLY, THE STATEMENT AND THE CODE OF CONDUCT ARE REVIEWED AND IT IS EXPLAINED AND DISCUSSED WHAT CONSTITUTES A CONFLICT AND ALSO THE DISCLOSURE PROCESS. AT THE START OF EACH BOARD MEETING, THE STATEMENT IS REVIEWED AND BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATIONS TO DISCLOSE. WHEN TOPICS THAT INVOLVE SELECTION OF A SERVICE PROVIDER OR CERTAIN INDIVIDUALS, THOSE WITH CONFLICTS ARE ASKED TO RECUSE THEMSELVES FROM DISCUSSION AND DECISIONS AS WELL. Form 990, Part VI, Section B, line 15 THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE MANAGEMENT COMPANY'S MANAGEMENT FEES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g SALES COMMISSION FEES: Program service expenses 44018. Management and general expenses 5609. Fundraising expenses 0. Total expenses 49627. COMPENSATION STUDY FEES: Program service expenses 25000. Management and general expenses 0. Fundraising expenses 0. Total expenses 25000. Form 990, Part IX, line 24e CAREER DEVELOPMENT: Program service expenses 0. Management and general expenses 13303. Fundraising expenses 0. Total expenses 13303. GIFTS/AWARDS: Program service expenses 0. Management and general expenses 1820. Fundraising expenses 0. Total expenses 1820. TAXES/LICENSES: Program service expenses 0. Management and general expenses 264. Fundraising expenses 0. Total expenses 264. STATE CHARITABLE REGISTRATION FEES: Program service expenses 0. Management and general expenses 0. Fundraising expenses 215. Total expenses 215. FORM 990, PART XII, LINE 2c NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.