2020-11-12T10:15:55-06:00 2019-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-01-01 390852310 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT AMER 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT/CEO 7036838100 2020-11-11 1 WILLIAM E TURCO CPA P00369217 3012963600 2020-11-11 66.98.98.9 2020-11-11 11:44:25 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2019 2021-01-29 14:40:06Z ASSOCIATION FOR TALENT DEVELOPMENT ANTHONY BINGHAM 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 50560352 0 X WWW.TD.ORG X 1957 WI TO PROVIDE MEMBERSHIP BENEFITS, CONTENT AND RESOURCES TO TALENT DEVELOPMENT PROFESSIONALS. 10 10 209 274 1771921 179528 8763784 9233937 34912816 39065615 451767 534549 2178095 1726251 46306462 50560352 0 0 0 0 16656032 18472581 0 0 0 27963679 29037958 44619711 47510539 1686751 3049813 48054112 53914521 17044877 18016854 31009235 35897667 X EMPOWER PROFESSIONALS TO DEVELOP TALENT IN THE WORKPLACE. 0 0 11601633 15582407 CONFERENCES AND EXPOSITIONS: ASTD'S CONFERENCES, EXPOSITIONS, AND SEMINARS PROVIDED THE MOST CURRENT INFORMATION, ALONG WITH COLLABORATIVE ACTIVITIES FOR ATTENDEES FROM AROUND THE WORLD. THE ANNUAL ASTD INTERNATIONAL CONFERENCE AND EXPOSITION IS THE PREEMINENT WORLD FORUM FOR PRESENTATION AND DISCUSSION OF NEW ISSUES AND PRACTICES IN LEARNING AND PERFORMANCE. THE ASTD TECHKNOWLEDGE CONFERENCE AND EXPOSITION BRINGS TOGETHER THE WORLDS OF TECHNICAL TRAINING AND LEARNING TECHNOLOGIES INTO ONE VENUE. 8043419 14170843 EDUCATIONAL PROGRAMS: THIS DEPARTMENT CONSTRUCTS AND DELIVERS THE EDUCATIONAL CONTENT FOR CONFERENCE, SEMINARS, WORKSHOPS, AND IN-COMPANY TRAINING ON ALL ASPECTS OF TRAINING DEVELOPMENT AND PERFORMANCE ISSUES. 5157755 2248946 PUBLISHING: INSIGHTS INTO BEST PRACTICES, ANALYSIS OF TRENDS, THE LATEST IDEAS IN THE FIELD, PRACTICAL HOW-TO GUIDANCE, AND INFORMATION ON PRODUCTS AND SERVICES ARE FEATURES IN ASTD PUBLICATIONS AND BOOKS, THE MONTHLY T+D MAGAZINE, THE ONLINE CTDO MAGAZINE, RESEARCH REPORTS, THE PRACTICAL TD AT WORK SERIES, AND OTHER PUBLICATIONS. 209135 RESEARCH: ASTD'S RESEARCH PROJECTS ARE WORKPLACE-BASED AND ARE FOCUSED ON SEVERAL KEY THEMES: THE WAYS IN WHICH INDIVIDUALS AND ORGANIZATION LEARN; THE LINKS BETWEEN WORKPLACE LEARNING AND INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE; THE ORGANIZATIONAL PROGRAMS THAT BEST IMPROVE PERFORMANCE AND ENHANCE WORKPLACE LEARNING; AND THE SYSTEMS DIMENSION OF PERFORMANCE. 193781 CAREER CENTER: PROVIDES GUIDANCE TO PROFESSIONALS LOOKING TO BEGIN OR EXPAND A CAREER IN THE WORKPLACE LEARNING AND PERFORMANCE FIELDS. JOB OPPORTUNITIES MAY BE POSTED HERE WITH THE ON-LINE JOB BANK, AS WELL AS PROFESSIONAL RESUMES. 855834 MANAGEMENT FEE FROM ASTD CI 4681523 SALES AND MARKETING - PUBLIC AWARENESS:TRAINING AND DEVELOPMENT TOUCHES ALL BUSINESSES LARGE AND SMALL, PUBLIC AND PRIVATE. THIS DEPARTMENT STRIVES TO FURTHER EXPAND THE AWARENESS OF TRAINING AND ISSUES DEVELOPMENT TO A BROADER MARKET 3847853 MEMBERSHIP AND CHAPTER MAINTENANCE AND SERVICES: THE MEMBERSHIP DEPARTMENT FOCUSES ON THE RETENTION OF EXISTING MEMBERS AND SERVICES TO CHAPTERS WITH THE USE OF A VARIETY OF VEHICLES THROUGH WHICH KNOWLEDGE OF THE WORKPLACE LEARNING AND PERFORMANCE FIELDS MAY BE DISSEMINATED. 8932292 855834 33735099 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 456 0 1 209 1 1 1 1 HK CH 0 0 0 0 0 0 0 0 1 0 X 10 10 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 CA VA WI X JESSICA RICHARDS 7036838100 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 CHARLES FRED CHAIR 1.00 X X 0 0 0 ROSE VELEZ-SMITH CHAIR-ELECT AND TREASURER 1.00 X X 0 0 0 MIKE WILLIAMS SECRETARY 1.00 X X 0 0 0 SCOTT MILLWARD DIRECTOR 1.00 X 0 0 0 DESMOND ATKINS DIRECTOR 1.00 X 0 0 0 CHRIS COLADONATO CPTD DIRECTOR 1.00 X 0 0 0 CHRISTI KARANDIKAR DIRECTOR 1.00 X 0 0 0 CAT LANG DIRECTOR 1.00 X 0 0 0 ANDRE MARTIN DIRECTOR 1.00 X 0 0 0 MICHAEL NEHORAY DIRECTOR 1.00 X 0 0 0 ANTHONY BINGHAM PRESIDENT & CEO 39.00 1.00 X 1242999 0 25518 JESSICA RICHARDS DIRECTOR OF FINANCE 39.00 1.00 X 174195 0 9186 JENNIFER CORSINI VICE PRESIDENT 40.00 X 293220 0 40869 AMANDA MILLER DIRECTOR ENTERPRISE SOLUTION 40.00 X 314449 0 8052 TIM ITO VICE PRESIDENT THRU 12/2019 40.00 X 240322 0 10774 COURTNEY VITAL VICE PRESIDENT, LEARNING 40.00 X 237477 0 11268 JEANA CHUN SENIOR ACCOUNT EXECUTIVE 40.00 X 222638 0 14189 2725300 0 119856 42 0 1 0 ARAMARK SERVICES INC PO BOX 7548 PHILADELPHIA PA 19101 CONFERENCE SERVICES 1283551 HARRY WALKER AGENCY INC 355 LEXINGTON AVE 21ST FLOOR NEW YORK NY 10017 SPEAKER BUREAU 1012500 INSYNC TRAINING LLC 1465 WOODBURY AVENUE 265 PORTSMOUTH NH 03801 EDUCATION PARTNER 586512 MICRO TEK 24082 NETWORK PLACE CHICAGO IL 60673 FACILITY SERVICES 555480 TEAM SAN JOSE 408 ALMADEN BLVD SAN JOSE CA 95110 CONFERENCE SERVICES 546780 48 9233937 9233937 CONFERENCES & SEMINARS 611430 19410047 15582407 206600 3621040 EDUCATIONAL PROGRAMS 900099 14170843 14170843 PUBLICATIONS 541800 3467651 2248946 1218705 SPONSORSHIPS 900099 2017074 2017074 39065615 534524 534524 523801 523801 25 0 25 25 25 MANAGEMENT FEE 541900 855693 855693 JOB BANK 900004 346616 346616 OTHER INCOME 900099 141 141 1202450 50560352 32858030 1771921 6696464 X 1474069 976058 498011 14196063 9386149 4809914 360580 260444 100136 1419667 942945 476722 1022202 776984 245218 114896 2376 112520 66121 66121 66708 66708 4981869 4178853 803016 2821973 2814348 7625 437980 240913 197067 2240558 8166 2232392 143979 143979 1150921 874 1150047 13608549 13442265 166284 461 461 1661415 97496 1563919 135888 62876 73012 INCOME TAX 69333 69333 CREDIT CARD FEES 970227 11683 958544 COST OF SALES 319218 319218 RECRUITING 204736 204736 43126 139 42987 47510539 33735099 13775440 0 14560626 18753480 2186667 1762021 947850 933908 2804058 3425411 17039108 13071072 3735576 3968036 13273373 12001741 2728387 6434646 7817575 6635278 48054112 53914521 3283010 4860777 13132013 12433934 629854 722143 17044877 18016854 X 31009235 35897667 31009235 35897667 48054112 53914521 3049813 1838619 0 X 0 1 X 1 0 X 9164928 8907333 8424135 8763784 9233937 44494117 23904506 25399096 26375355 33343743 37640310 146663010 33069434 34306429 34799490 42107527 46874247 191157127 0 0 0 191157127 934655 876478 894335 1063455 1058325 4827248 934655 876478 894335 1063455 1058325 4827248 188287 326507 285058 238214 179528 1217594 1066575 1034977 1007738 1192041 855834 5157165 35258951 36544391 36986621 44601237 48967934 202359134 0.94460 0.93900 0.02390 0.02630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITY - 2015 AMOUNT: $ 1,066,575. 2016 AMOUNT: $ 1,034,977. 2017 AMOUNT: $ 1,007,738. 2018 AMOUNT: $ 1,192,041. 2019 AMOUNT: $ 855,834. 600 600 47509939 47510539 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 274 180 300 600 1354 250000 250000 250000 250000 1000000 1500000 274 274 2772857 1408165 1364692 14266251 11662907 2603344 3968036 ALTERNATIVE INVESTMENTS 3171065 F 8,527.556 - ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) 3263581 F 6434646 DEPOSITS 192470 DEFERRED COMPENSATION 402661 DUE FROM ASTD CERTIFICATION INSTITUTE 5299173 DUE FROM ASTD CONSULTING (SHANGHAI) COMPANY, LTD. 735790 DUE FROM ASTD LIMITED (HONG KONG) 5184 6635278 DEFERRED COMPENSATION 419661 DEFERRED RENT 302482 722143 X 55889689 1838619 3557426 5396045 50493644 66708 66708 50560352 50915534 3471703 3471703 47443831 66708 66708 47510539 PART X, LINE 2: ATD INC. HAS BEEN GRANTED EXEMPTION BY THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE IRS HAS ALSO DETERMINED THAT ATD INC. IS NOT A PRIVATE FOUNDATION. ATD INC. EARNS UNRELATED BUSINESS INCOME FROM ADVERTISING ACTIVITIES AND CAREER CENTER ACTIVITIES. FEDERAL AND STATE INCOME TAX EXPENSE INCURRED BY ATD INC. WAS APPROXIMATELY $72,077 AND $123,800 FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, RESPECTIVELY. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, ATD MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED ATD'S TAX POSITIONS AND CONCLUDED THAT ATD HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, ATD IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE INCOME INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 3,557,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 3,471,703. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCES 637067 SOUTH AMERICA 0 0 PROGRAM SERVICES CONFERENCES 39971 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCES 114857 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCES 542331 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1571584 0 0 0 0 0 0 2905810 0 2905810 0 0 0 0 0 1 PART III ACCOUNTING METHOD: X X X X 0 0 0 1 0 1 0 1 0 ANTHONY BINGHAM PRESIDENT & CEO 760305 0 462724 0 19970 0 14000 0 15054 0 1272053 0 0 0 JESSICA RICHARDS DIRECTOR OF FINANCE 163059 0 11000 0 136 0 8171 0 1667 0 184033 0 0 0 JENNIFER CORSINI VICE PRESIDENT 277740 0 15050 0 430 0 13660 0 28331 0 335211 0 0 0 AMANDA MILLER DIRECTOR ENTERPRISE SOLUTION 304092 0 10050 0 307 0 8052 0 3830 0 326331 0 0 0 TIM ITO VICE PRESIDENT THRU 12/2019 228351 0 11500 0 471 0 8997 0 2493 0 251812 0 0 0 COURTNEY VITAL VICE PRESIDENT, LEARNING 221267 0 16000 0 210 0 11268 0 4800 0 253545 0 0 0 JEANA CHUN SENIOR ACCOUNT EXECUTIVE 219170 0 3380 0 88 0 5016 0 9568 0 237222 0 0 0 PART I, LINE 5 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL REVENUE. PART I, LINE 6 THE CEO'S PAY IS BASED ON A BALANCED SCORECARD, WITH ONE COMPONENT BEING ORGANIZATIONAL REVENUE. FOR ALL OTHERS SHOWN IN PART VII OF THE FORM 990, BONUS AMOUNTS ARE BASED ON A PERCENTAGE OF NET INCOME AND THEN DISTRIBUTED BASED ON PERFORMANCE REVIEW SCORES. PART I, LINE 7 PER THE CEO'S FORMAL AGREEMENT, AN ACCRUAL FOR A RETENTION BONUS WILL BEGIN IN 2020. FORM 990, PART VI, SECTION A, LINE 6 ASTD IS THE WORLD'S LARGEST PROFESSIONAL ASSOCIATION DEDICATED TO THE TRAINING AND DEVELOPMENT FIELD. ASTD'S MEMBERS WORK AS TRAINING AND DEVELOPMENT PROFESSIONALS WITHIN ORGANIZATIONS OF ALL SIZES, IN THE PRIVATE AND PUBLIC SECTORS, AS INDEPENDENT CONSULTANTS, AND AS SUPPLIERS. FORM 990, PART VI, SECTION A, LINE 7A A SELECTION COMMITTEE APPOINTED BY THE ASTD BOARD OF DIRECTORS APPOINTS UP TO NINE MEMBERS OF THE ATD BOARD IN ACCORDANCE WITH THE ASTD BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO PROVISIONS OF ASTD BYLAWS AND CHAPTER 181 OF THE WISCONSIN STATUTES, ATD'S MEMBERS HAVE THE RIGHT TO APPROVE AMENDMENTS TO THE ARTICLES AND BYLAWS AND OTHER FUNDAMENTAL TRANSACTIONS SUCH AS SALE OF ASSETS OTHER THAN IN THE REGULAR COURSE OF BUSINESS, MERGER, AND DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AS STATED IN POLICY 3.10, THE FINANCIAL PERFORMANCE COMMITTEE OF THE BOARD REVIEWS ASTD'S FEDERAL AND STATE TAX FORMS BEFORE THEY ARE FILED WITH THE GOVERNMENT. MANAGEMENT REVIEW - THE TAX FORMS ARE REVIEWED BY THE DIRECTOR OF FINANCE AND THE CONTROLLER WITH THE RSM US TAX TEAM. ONCE THE FORMS ARE FINALIZED, THE DIRECTOR OF FINANCE REVIEWS WITH THE PRESIDENT/CEO BEFORE SIGN-OFF, AND THE FORMS ARE SENT TO THE OFFICERS OF THE ATD BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANY CHANGES ARE DISCUSSED DURING QUARTERLY BOARD MEETINGS. ASTD MAINTAINS CLOSE COMMUNICATION WITH THEIR BOARD MEMBERS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE BOARD LEADS THE REVIEW AND DETERMINATION OF THE CEO'S COMPENSATION. THE DIRECTOR OF HUMAN RESOURCES COMPLETES A FORMAL COMPENSATION REVIEW UTILIZING EXTERNAL BENCHMARKING DATA. THE INSTRUCTIONS FROM THE BOARD TO HUMAN RESOURCES TO AFFECT CHANGES ARE WELL DOCUMENTED. THE COMPENSATION STRUCTURE IS REVIEWED ON A REGULAR BASIS BY HUMAN RESOURCES, WITH APPROVAL FROM THE CEO. THE STRUCTURE IS BASED ON A "MIDPOINT EQUALS MARKET" APPROACH. EACH YEAR, THE RESULTS OF INDIVIDUAL EMPLOYEE SCORECARDS (ASTD'S PERFORMANCE PLANNING TOOL) DETERMINE INDIVIDUAL COMPENSATION WITHIN THE STRUCTURE. MANAGERS HAVE INPUT INTO THE PROCESS, WITH ULTIMATE APPROVAL BY HUMAN RESOURCES AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 ASTD COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(A), DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE UPON REQUEST. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, ASTD HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. ASTD MAKES THESE DOCUMENTS AVAILABLE TO MEMBERS TO THE EXTENT REQUIRED BY LAW. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,499,218. MANAGEMENT AND GENERAL EXPENSES 803,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,302,234. COMMISSION TO PARTNERS: PROGRAM SERVICE EXPENSES 2,679,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,679,635. ASTD CERTIFICATION INSTITUTE 1640 KING STREET ALEXANDRIA VA 22314 311788556 CERTIFICATION PROGRAM VA 501(C)(6) AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 ASTD CERTIFICATION INSTITUTE D 6040147 COST ASTD CERTIFICATION INSTITUTE S 855693 COST