2017-11-10T10:14:27-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 366129732 AMC INSTITUTE AMCI 8564237222 1940 DUKE STREET NO 200 ALEXANDRIA VA 22314 MICHAEL PAYNE TREASURER 2023671100 2017-11-08 1 DAVID JACOBSON P01685411 2156433900 67.137.57.251 2017-11-08 17:06:56 ES P 27888C20BFBDE38C15492DFF306DB6C3FEBB554D E54F94374F221F7E7B33A99DBD17B932AED3BD09 2016 2017-02-10 21:41:12Z GREG SCHULTZ 1940 DUKE STREET NO 200 ALEXANDRIA VA 22314 1113192 0 X WWW.AMCINSTITUTE.ORG X 1964 IL PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING. 15 15 0 84 0 0 0 0 969995 1096819 20465 11255 0 0 990460 1108074 0 0 0 0 0 0 0 0 0 923774 1103380 923774 1103380 66686 4694 1438058 1362637 498040 383036 940018 979601 PROMOTION OF ASSOCIATION MANAGEMENT COMPANIES THROUGH EDUCATION AND TRAINING 0 0 PROVIDING EDUCATION, KNOWLEDGE EXCHANGE AND PEER NETWORKING OPPORTUNITIES THAT SERVE THE BUSINESS NEEDS OF MEMBER COMPANIES AND ENHANCE THEIR ABILITY TO DELIVER QUALITY SERVICES AND VALUE TO THEIR CLIENT ORGANIZATIONS. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 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 1 10 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ASSOCIATION HEADQUARTERS 8564390500 1120 ROUTE 73 SUITE 200 MT LAUREL NJ 08054 X CHARLES T HALL JR PAST CHAIR 1.00 X X 0 0 0 GREG SCHULTZ CHAIR 1.00 X X 0 0 0 FRED STRINGFELLOW CHAIR-ELECT 1.00 X X 0 0 0 PAMELA H MCKENNA MEMBER 1.00 X 0 0 0 NICK RUFFIN MEMBER 1.00 X 0 0 0 JEANNE SHEEHY SECRETARY 1.00 X X 0 0 0 MICHAEL PAYNE TREASURER 1.00 X X 0 0 0 TRINA CAMACHO-LONDON MEMBER 1.00 X 0 0 0 JP GUILBAULT MEMBER 1.00 X 0 0 0 BENNETT NAPIER MEMBER 1.00 X 0 0 0 ERIN FULLER MEMBER 1.00 X 0 0 0 BOB LEWIS MEMBER 1.00 X 0 0 0 SERGE MICHELI MEMBER 1.00 X 0 0 0 LESLIE A MURPHY MEMBER 1.00 X 0 0 0 KAREN WESLOH MEMBER 1.00 X 0 0 0 TINA WEHMEIR CHIEF EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 TALLEY MANAGEMENT GROUP 19 MANTUA ROAD MT ROYAL PA 08061 MANAGEMENT SERVICES 405092 ASSOCIATION HEADQUARTERS 1120 ROUTE 73 STE 200 MT LAUREL NJ 08054 MANAGEMENT SERVICES 141252 NAVIGATE STRATEGIES 5 RIVERVIEW COURT SECAUCUS NJ 07094 BRANDING AND MARKETING SERVICES 123533 3 DUES 900099 829893 829893 MEETINGS 900099 211544 211544 ACCREDITATION 900099 33000 33000 MARKETING 900099 18210 18210 BENCHMARKING 900099 4172 4172 1096819 10873 10873 5500 5118 382 382 382 1108074 1096819 0 11255 546344 10200 6391 2984 191488 22172 5697 91914 2883 TRANSITION EXPENSE 131903 INTERNATIONAL INITIATIV 25353 BANK CHARGES AND SERVIC 22478 MEMBERSHIP 13085 30488 1103380 592091 513233 9493 0 33871 7048 802603 842356 1438058 1362637 23150 26397 474890 352434 0 4205 498040 383036 X 940018 979601 940018 979601 1438058 1362637 4694 34889 0 X 0 1 X 0 0 0 1 0 0 DUE TO CANADA AMC 4205 4205 X 1501900 34889 358937 393826 1108074 0 1108074 1462317 358937 358937 1103380 0 1103380 PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(6) AND APPLICABLE STATE TAX STATUTES. THE INSTITUTE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, THE INSTITUTE 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 INSTITUTE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2016. FORM 990, PART VI, SECTION A, LINE 3 THE INSTITUTE OUTSOURCES ITS GENERAL ADMINISTRATION, MEMBERSHIP AND MEETINGS SERVICES TO AN ASSOCIATION MANAGEMENT COMPANY, INCLUDING THE POSITION OF EXECUTIVE DIRECTOR OF THE INSTITUTE. THE TOTAL COMPENSATION FOR THIS ASSOCIATION MANAGEMENT COMPANY AMOUNTED TO $678,247 AND IS REPORTED ON FORM 990, PAGE 10, PART IX, LINE 11A. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE HAS MEMBERS. THE INSTITUTE'S BYLAWS PROVIDE THAT ONLY THE BOARD OF DIRECTORS SHALL HAVE THE RIGHT TO VOTE ON ANY MATTER UNDER THE BYLAWS, INCLUDING BUT NOT LIMITED TO, THE RIGHT TO VOTE FOR THE ELECTION OF A DIRECTOR OR DIRECTORS, OR ON THE DISPOSTION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, OR ON A DISSOLUTION, OR ON ANY CHANGES TO THE ARTICLES OF INCORPORATION OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS. AT THE ANNUAL MEETING, A MAJORITY OF THE VOTING MEMBERS PRESENT AND VOTING SHALL ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE. FORM 990, PART VI, SECTION A, LINE 7B FROM TIME TO TIME, SPECIAL MEETINGS MAY BE CALLED BY THE MEMBERS OF THE ORGANIZATION TO REVIEW DECISIONS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE INSTITUTE FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY ARE SENT TO THE ACCOUNTANT FOR RESPONSE. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET INDICATING THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT ANNUALLY STATING THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINSH THEIR CAPACITY TO SERVE. FORM 990, PART VI, SECTION C, LINE 19 ANY MEMBER OF THE GENERAL PUBLIC MAY REQUEST TO INSPECT COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AT THE MANGEMENT'S OFFICE.