2020-05-08T14:39:06-05:00 2019-06-30 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2018-07-01 521463557 AMERICAN EVALUATION ASSOCIATION AMER 2023671166 2025 M STREET NW NO 800 WASHINGTON DC 20036 ANISHA LEWIS EXECUTIVE DIRECTOR 2023671166 2020-05-04 1 DAVID JONES P01361002 4108840220 64.88.174.3 2020-05-04 15:24:33 ED P 3C3155FC485199F728C980AB5EC5DB38AD63B029 3C3155FC485199F728C980AB5EC5DB38AD63B029 2018 2020-09-23 17:36:50Z ANISHA LEWIS 2025 M STREET NW NO 800 WASHINGTON DC 20036 2359913 0 X WWW.EVAL.ORG X 1986 MD TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. 13 13 0 13 0 0 40069 7465 2495127 2266232 64432 84104 85000 2112 2684628 2359913 0 0 0 0 0 0 0 0 0 2689737 2534416 2689737 2534416 -5109 -174503 3742483 3669763 648867 610622 3093616 3059141 X TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION. 1 1 1147487 1769741 THE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION. 270422 313701 INSTITUTE 123429 95375 INTERNSHIPS AND STUDENT PROGRAMS 86861 87415 TRAINING AND EDUCATION 86861 87415 1628199 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 2023671166 2025 M STREET NW NO 800 WASHINGTON DC 20036 X LESLIE GOODYEAR PRESIDENT UNTIL 12/18, THEN PAST-PRES. 5.00 X X 0 0 0 TESSIE CATSAMBAS PRES ELECT THEN PRESIDENT AS OF 1/19 5.00 X X 0 0 0 SUSAN TUCKER TREASURER 5.00 X X 0 0 0 RITA FIERRO DIRECTOR 5.00 X 0 0 0 DEBORAH RUGG DIRECTOR 5.00 X 0 0 0 VERONICA OLAZABAL DIRECTOR 5.00 X 0 0 0 ERIC BARELA DIRECTOR 5.00 X 0 0 0 JARA DEAN-COFFEY DIRECTOR 5.00 X 0 0 0 BIANCA MONTROSSE-MOORHEAD DIRECTOR 5.00 X 0 0 0 KATHY NEWCOMER DIRECTOR UNTIL 12/18 5.00 X 0 0 0 TOM CHAPEL DIRECTOR UNTIL 12/18 5.00 X 0 0 0 DOMINICA MCBRIDE DIRECTOR UNTIL 12/18 5.00 X 0 0 0 HUILAN KRENN DIRECTOR UNTIL 12/18 5.00 X 0 0 0 AIMEE WHITE DIRECTOR AS OF 1/19 5.00 X 0 0 0 LISA APONTE TOSO DIRECTOR AS OF 1/19 5.00 X 0 0 0 WANDA CASSILLAS DIRECTOR AS OF 1/19 5.00 X 0 0 0 HANIFE CAKICI DIRECTOR AS OF 1/19 5.00 X 0 0 0 ANISHA LEWIS EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M STREET NW STE 800 WASHINGTON DC 20036 MANAGEMT. INCL. EXE. DIR. COMP. 1010484 1 7465 7465 CONFERENCE, MEETINGS 900099 1143549 1143549 MEMBERSHIP 900099 626192 626192 INSITUTUTE REVENUE 900099 313701 313701 INTERNSHIPS 900099 95375 95375 PUBLICATIONS 900099 46682 46682 40733 40733 2266232 84104 84104 REFUNDS AND REIMBURSEM 900099 1762 1762 MAILING LIST RENTALS 900099 350 350 2112 2359913 2266232 0 86216 X 1057949 518809 539140 11258 11258 12896 12896 425753 212149 213604 114140 65693 48447 92579 72084 20495 785629 744265 41364 8356 3653 4703 DUES AND SUBSCRIPTIONS 13101 13101 MISCELLANEOUS 12755 11546 1209 2534416 1628199 906217 0 881257 542063 44374 41227 86623 76674 2730229 3009799 3742483 3669763 287306 278694 361561 331928 648867 610622 X 3093616 3059141 3093616 3059141 3742483 3669763 -174503 140028 0 X X 0 1 X 1 0 X 45214 11252 64407 40069 626192 787134 1964851 2164291 2371181 2580127 2266232 11346682 2010065 2175543 2435588 2620196 2892424 12133816 0 0 0 12133816 14862 33035 30868 64432 84104 227301 14862 33035 30868 64432 84104 227301 85000 2112 87112 2024927 2208578 2466456 2769628 2978640 12448229 0.97470 0.98570 0.01830 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2018 AMOUNT: $ 1,762. OTHER MISC INCOME - 2017 AMOUNT: $ 85,000. 2018 AMOUNT: $ 350. 1 1 0 X 2487045 140028 140028 2347017 12896 12896 2359913 2521520 0 2521520 12896 12896 2534416 PART X, LINE 2: AEA BELIEVES THAT IS WAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABITIES THAT NEED TO BE RECORDED. FORM 990, PART III, LINE 2 THE ASSOCIATION BEGAN THE TRAINING AND EDUCATION PROGRAM SERVICE, THE INSTITUTE PROGRAM SERVICE, AND THE INTERNSHIP AND STUDENT PROGRAMS PROGRAM SERVICE. THESE WERE NOT PREVIOUSLY LISTED ON THE FORM 990. FORM 990, PART III, LINE 3 THE ASSOCIATION CEASED ITS MEMBER SERVICES PROGRAM AND ITS PROFESSIONAL DEVELOPMENT PROGRAM. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN CORPORATION VIA A WRITTEN CONTRACTUAL AGREEMENT. SMITHBUCKLIN CORPORATION'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. ANY INDIVIDUALS INTERESTED IN THE PURPOSES OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP. MEMBERS ARE DEFINED AS THOSE WHO HAVE COMPLETED AN APPLICATION FORM, RECEIVED ACKNOWLEDGMENT OF MEMBERSHIP FROM THE ASSOCIATION, AND PAID THE CURRENTLY STIPULATED MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE. YEARLY, A COMMITTEE OF THE BOARD SHALL SECURE NOMINATIONS FOR TWO CANDIDATES FOR EACH EXPIRING ELECTED-OFFICE OF THE ASSOCIATION AND SHALL, WITH THE AUTHORIZATION OF THE BOARD OF DIRECTORS, SUBMIT THE SLATE OF CANDIDATES TO THE MEMBERSHIP FOR VOTE BY MAIL OR ELECTRONIC BALLOT. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON OFFICIAL MATTERS OF THE ASSOCIATION DEFINED IN THE BYLAWS, TO HOLD OFFICE IF DULY ELECTED, AND TO BE SENT ALL NOTIFICATIONS PERTAINING TO THE OFFICIAL BUSINESS OF THE ASSOCIATION AND MEMBERSHIP PUBLICATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE EXECTIVE COMMITTEE OF THE ASSOCIATION UPON COMPLETION BY THE OUTSIDE ACCOUNTANT. ONCE IT IS REVIEWED AND ACCEPTED, THE EXECUTIVE DIRECTOR WILL SIGN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT ANNUALLY TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE WHICH MIGHT GIVE RISE TO A POSSIBLE COMFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUATION ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEMEMTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILIED WITH THE EXECUTIVE DIRECTOR. THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION, AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST-PRESIDENT/SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING. FORM 990, PART IX, LINE 11G SPEAKERS: PROGRAM SERVICE EXPENSES 55,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,028. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 157,121. MANAGEMENT AND GENERAL EXPENSES 213,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,725. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.