2025-02-17T16:20:30-06:00 2024-03-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-04-01 521022025 ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES INC ASSO 7039980072 277 S WASHINGTON STREET SUITE 210 ALEXANDRIA VA 22314 SHEREE ANNE KELLY PRESIDENT & CEO 7039980072 2025-02-17 1 0 KELLI PECK P01423033 3217516200 2025-02-17 2023 2025-03-06 01:10:19Z ACCE SHEREE ANNE KELLY 277 S WASHINGTON STREET SUITE 210 ALEXANDRIA VA 22314 3136393 0 X WWW.ACCE.ORG X 1914 DE SERVING CHAMBER OF COMMERCE EXECUTIVES. 64 63 26 63 122915 0 105000 0 3101129 3024013 54 43795 96682 68585 3302865 3136393 0 0 0 0 1668262 1587809 0 0 0 1564801 1505199 3233063 3093008 69802 43385 5123288 5780104 1837051 2426937 3286237 3353167 X ACCE'S MISSION IS TO SUPPORT AND DEVELOP CHAMBER PROFESSIONALS TO LEAD BUSINESSES AND THEIR COMMUNITIES. TO ACCOMPLISH THIS MISSION, ACCE CREATES QUALITY PROFESSIONAL DEVELOPMENT-FROM CORE COMPETENCIES, TO STRATEGIC PROBLEM SOLVING, TO VISIONARY LEADERSHIP. THE ASSOCIATION MEETS THE NEEDS OF ITS MEMBERS IN ALL STAGES OF GROWTH AND FROM ALL SIZES OF CHAMBERS. ACCE PROVIDES THE TOOLS EXECUTIVES NEED TO IMPROVE THE MANAGEMENT AND OPERATIONS OF THEIR CHAMBERS, INCLUDING IDENTIFYING AND ANALYZING THE TRENDS AFFECTING OUR NATION'S COMMUNITIES, ESTABLISHING BENCHMARKING STUDIES, AND SHARING BEST PRACTICES. THROUGH ITS CHAMBER-CRAFTED BENEFITS PLANS, CAREER ADVANCEMENT SUPPORT, SALARY BENCHMARKING AND RETIREMENT PLANNING, ACCE ALSO ENHANCES THE ECONOMIC WELL BEING OF ITS MEMBERS. 0 0 INFORMATION: ACCE HELPS MEMBERS STAY AHEAD OF TRENDS AND ISSUES, CONSTANTLY ADVISING CHAMBERS ABOUT BETTER WAYS TO SERVE THEIR COMMUNITIES AND EMPLOYERS IN REGIONS ACROSS THE US AND CANADA. RECENTLY, THE ORGANIZATION HAS INCREASED THE FLOW OF INFORMATION ON POLICIES, ISSUES, ECONOMIC DEVELOPMENT OPPORTUNITIES AND REGULATORY COMPLIANCE. CONSTANTLY INCREASING THE QUANTITY, QUALITY AND SPEED OF INFORMATION DELIVERED TO CHAMBERS ENSURES THAT ALL THOSE WHO LEAD SUCH ORGANIZATIONS CAN IMPROVE THE QUALITY OF LIFE AND PROSPERITY OF THE REGIONS THEY SERVE. PROFESSIONAL DEVELOPMENT: ACCE'S PROFESSIONAL DEVELOPMENT INITIATIVES ARE DESIGNED AROUND AN INTERNATIONALLY ACCEPTED BODY OF KNOWLEDGE. PROGRAMMING IS CONCENTRATED ON SENIOR LEADERSHIP AND THOSE WHOSE POSITIONS INVOLVE DECISION-MAKING FOR DEPARTMENTS WITHIN THEIR ORGANIZATIONS. CURRICULUM COVERAGE FOR ALL CHAMBER DISCIPLINES IS AN ESSENTIAL PART OF EDUCATION PROGRAMS, WITH NEW COMPONENTS AIMED AT ECONOMIC DEVELOPMENT, GOVERNMENT RELATIONS AND EVEN MANAGEMENT IN THE FUTURE. WE ARE FORGING NEW RELATIONSHIPS WITH STATE AND REGIONAL ASSOCIATIONS OF CHAMBER LEADERS IN ORDER TO EXPAND OUR REACH AND ENSURE VIABLE AUDIENCES. NETWORK: PEER-TO-PEER PRODUCTS AND PROGRAMS WHICH PLACE AN EMPHASIS ON KNOWLEDGE TRANSFER THROUGH PEER GROUPS ARE KEY TO THE ACCE NETWORK. ADJUSTMENTS IN THE TECHNOLOGY, STYLE AND DURATION OF PEER GROUPS ALLOWS NATIONAL CONNECTIONS TO BE MAINTAINED. THROUGH THE GROWING POWER OF OUR ANNUAL CONVENTION, AS WELL AS AN ONGOING SHARED BRANDING INITIATIVE AND REVAMPED AWARDS PROGRAMS, OUR NETWORK PROVIDES INVALUABLE KNOWLEDGE TO MEMBERS. TECHNOLOGY ALLOWS FOR GLOBAL LINKAGES AMONG MEMBERS, WITH NEW COMMUNITY-BUILDING TOOLS AVAILABLE THROUGH OUR EXPANDING WEB-BASED RESOURCES. SOLUTIONS: CREATING WORKABLE, PRACTICAL MEMBER-ORIENTED SOLUTIONS TO CHAMBER ORGANIZATIONAL CHALLENGES MAY INCLUDE CHOOSING THE RIGHT RETIREMENT PLAN, CHOOSING MEMBERSHIP MANAGEMENT SOFTWARE, OR RUNNING AN EFFECTIVE BOARD RETREAT. A CADRE OF TRUSTED PROFESSIONAL PARTNERS, CAREFULLY SELECTED GROUP PURCHASE OPTIONS, AND INDUSTRY ADVICE ON CHOICES AND PRODUCTS FOR CHAMBER MANAGEMENT AS WELL AS DIRECT RESPONSES TO SPECIFIC NEEDS ALLOWS ACCE TO ENABLE INDIVIDUAL CHAMBERS TO SUSTAIN AND IMPROVE THEIR OPERATIONS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 1 26 1 1 1 0 0 0 0 0 0 0 X 64 63 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X JACQUELINE O COOK 7039980072 277 S WASHINGTON STREET SUITE 210 ALEXANDRIA VA 22314 SHEREE ANNE KELLY PRESIDENT & CEO 40.00 1.00 X X 493819 0 33306 CARLOS PHILLIPS CHAIR 1.00 0.00 X X 0 0 0 JAMES ROONEY CHAIR-ELECT 1.00 1.00 X X 0 0 0 CHRISTY GILLENWATER IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 ALISHA BENSON TREASURER 1.00 0.00 X X 0 0 0 OMAR CUEVAS VICE CHAIR 1.00 0.00 X X 0 0 0 NATALIE ENGLISH VICE CHAIR 1.00 0.00 X X 0 0 0 BRITTANY QUICK-WARNER VICE CHAIR 1.00 0.00 X X 0 0 0 JULIET ABDEL DIRECTOR 1.00 0.00 X 0 0 0 BRIAN ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 SARA ARMSTRONG DIRECTOR 1.00 0.00 X 0 0 0 ADRIENNE COLE DIRECTOR 1.00 0.00 X 0 0 0 ALLISON WALDEN DIRECTOR 1.00 0.00 X 0 0 0 AMANDA PAYNE DIRECTOR 1.00 0.00 X 0 0 0 AMBER BATCHELOR DIRECTOR 1.00 0.00 X 0 0 0 AMY SHUTTLE DIRECTOR 1.00 0.00 X 0 0 0 ANDREA WOODARD DIRECTOR 1.00 0.00 X 0 0 0 ANGELA FRANCO DIRECTOR 1.00 0.00 X 0 0 0 ASHLI WATTS DIRECTOR 1.00 0.00 X 0 0 0 BARBARA GARZA DIRECTOR 1.00 0.00 X 0 0 0 BECKY BARTOSZEK DIRECTOR 1.00 0.00 X 0 0 0 BECKY DAVISON DIRECTOR 1.00 0.00 X 0 0 0 CANDACE BOOTHBY DIRECTOR 1.00 0.00 X 0 0 0 CARL BLACKSTONE DIRECTOR 1.00 0.00 X 0 0 0 CHIP CHERRY DIRECTOR 1.00 0.00 X 0 0 0 COLIN DIAZ DIRECTOR 1.00 0.00 X 0 0 0 DALE PETROSKEY DIRECTOR 1.00 0.00 X 0 0 0 DAVID GRIGGS DIRECTOR 1.00 0.00 X 0 0 0 DEREK MILLER DIRECTOR 1.00 0.00 X 0 0 0 ERIC GODET DIRECTOR 1.00 0.00 X 0 0 0 ERIC VANDEN HEUVEL DIRECTOR 1.00 0.00 X 0 0 0 ERNEST STRICKLAND DIRECTOR 1.00 0.00 X 0 0 0 GREG DUROCHER DIRECTOR 1.00 0.00 X 0 0 0 HEATHER VALUDES DIRECTOR 1.00 0.00 X 0 0 0 IAN FLETCHER DIRECTOR 1.00 1.00 X 0 0 0 JASON BENITEZ DIRECTOR 1.00 0.00 X 0 0 0 JEFF REA DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER REISER DIRECTOR 1.00 0.00 X 0 0 0 JOE REARDON DIRECTOR 1.00 0.00 X 0 0 0 JOSHUA GUNN DIRECTOR 1.00 0.00 X 0 0 0 KAMI WELCH DIRECTOR 1.00 0.00 X 0 0 0 KATI CAPOZZI DIRECTOR 1.00 0.00 X 0 0 0 KATIE KIRKPATRICK DIRECTOR 1.00 0.00 X 0 0 0 KATY BROOKS DIRECTOR 1.00 0.00 X 0 0 0 KEVIN SHEILLEY DIRECTOR 1.00 0.00 X 0 0 0 LORI MATTSON DIRECTOR 1.00 0.00 X 0 0 0 MARIA SALINAS DIRECTOR 1.00 0.00 X 0 0 0 MARK OWENS DIRECTOR 1.00 0.00 X 0 0 0 MARY BETH SEWALD DIRECTOR 1.00 0.00 X 0 0 0 MATT MORROW DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW PIVARNIK DIRECTOR 1.00 0.00 X 0 0 0 MEGAN LUCAS DIRECTOR 1.00 0.00 X 0 0 0 NICK MASINO DIRECTOR 1.00 0.00 X 0 0 0 NIKKI DEVITT DIRECTOR 1.00 0.00 X 0 0 0 PAMMIE JIMMAR DIRECTOR 1.00 0.00 X 0 0 0 RORY RING DIRECTOR 1.00 0.00 X 0 0 0 RYAN UNGER DIRECTOR 1.00 0.00 X 0 0 0 SANDRA LINDQUIST DIRECTOR 1.00 0.00 X 0 0 0 SARA RAY DIRECTOR 1.00 0.00 X 0 0 0 SHERRY TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 SILAS CHAMBERLIN DIRECTOR 1.00 0.00 X 0 0 0 STEVE MILLARD DIRECTOR 1.00 0.00 X 0 0 0 TERRA CARROLL DIRECTOR 1.00 0.00 X 0 0 0 TODD SANDERS DIRECTOR 1.00 0.00 X 0 0 0 JACQUI COOK CFO 40.00 0.00 X 146145 0 13327 STACEY BRESLIN VP BENEFITS 40.00 0.00 X 156438 0 25068 AMY SHIELDS VP 40.00 1.00 X 135235 0 17486 WILL BURNS VP COMMUNICATION 40.00 0.00 X 127332 0 18804 1058969 0 107991 5 0 1 0 0 MEMBERSHIP DUES 900099 1441548 1441548 ANNUAL CONFERENCE 900099 1108683 1001623 107060 MEETINGS & SPONSORSHIP 900099 335739 136201 199538 PUBLICATIONS 541800 138043 15128 122915 3024013 43795 43795 OTHER INCOME 900099 68585 68585 68585 3136393 2594500 122915 418978 686596 459021 99604 264360 78228 55576 181092 21802 63958 564 67122 95791 710547 91947 28540 OTHER EXPENSES 148926 TRAINING 28862 DUES & SUBSCRIPTIONS 10472 3093008 238074 188886 1578756 1943343 50255 16924 207804 243979 317132 277342 128988 39790 1544794 1638972 488074 461050 886543 1247160 5123288 5780104 272712 914091 1122479 1117693 441860 395153 1837051 2426937 X 3286237 3353167 3286237 3353167 5123288 5780104 X 43385 50570 -27025 X X 0 0 0 0 1 0 2775 2752 23 43766 32927 10839 270591 241663 28928 39790 461050 C 461050 DEPOSIT 2950 DUE FROM FRINGE BENEFITS 592625 DUE FROM ACCE FOUNDATION 258799 DEFERRED COMPENSATION PLAN 392786 1247160 CAPITAL LEASE OBLIGATIONS 2367 DEFERRED COMPENSATION PLAN 392786 395153 X X X X 0 0 0 SHEREE ANNE KELLY PRESIDENT & CEO 493009 0 0 0 810 0 13812 0 19494 0 527125 0 0 0 STACEY BRESLIN VP BENEFITS 155912 0 0 0 526 0 9731 0 15337 0 181506 0 0 0 JACQUI COOK CFO 144390 0 0 0 1755 0 8854 0 4473 0 159472 0 0 0 AMY SHIELDS VP 135065 0 0 0 170 0 7734 0 9752 0 152721 0 0 0 FORM 990, PART IV, LINES 12A AND 12B THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDING MARCH 31, 2024 ARE NOT ISSUED AS OF THE DUE DATE OF THIS FORM 990. FORM 990, PART VI, SECTION A, LINE 6 (A) PRIMARY - THE PRINCIPLE OR "PRIMARY" MEMBERS OF ACCE ARE THE CHIEF EXECUTIVES OF CHAMBERS OF COMMERCE AND SIMILARLY CHARTERED NOT-FOR-PROFIT ORGANIZATIONS, AS WELL AS STAFF PROFESSIONALS DESIGNATED BY THE SPONSOR CHAMBERS. THE CHAMBER/ORGANIZATION AUTHORIZING PAYMENT OF THE ANNUAL MEMBERSHIP DUES ON BEHALF OF THESE INDIVIDUALS AND DESIGNATES THE PARTICIPANTS IS THE MEMBER "SPONSOR." (B) AFFILIATE - EXECUTIVES OF NON-PROFIT COMMUNITY-CENTERED ORGANIZATIONS, WHICH ARE AFFILIATED THROUGH CORPORATE STRUCTURE, GOVERNANCE OR MISSION TO A CHAMBER OF COMMERCE, SUCH AS CONVENTION BUREAUS OR ECONOMIC DEVELOPMENT ENTITIES, ARE ELIGIBLE FOR "AFFILIATE" MEMBERSHIP. THE ORGANIZATION PAYING THE ANNUAL MEMBERSHIP DUES ON BEHALF OF THESE INDIVIDUALS IS THE MEMBER SPONSOR. (C) ASSOCIATE - GENERAL COMMERCIAL AND NON-PROFIT BUSINESSES SEEKING TO SUPPORT THE MISSION OF ACCE MAY BECOME NON-VOTING, "ASSOCIATE" MEMBERS OF THE ASSOCIATION. (D) HONORARY - THOSE GRANTED THE TITLE OF "HONORARY MEMBER" PRIOR TO 2002 AND THOSE DESIGNATED AS "LIFE MEMBER" FROM 2002 FORWARD, AS WELL AS THOSE GRANTED "SERVICE MEMBER AND FORMER ACCE CHAIRMEN WHO HAVE RETIRED FROM ACTIVE EMPLOYMENT, ARE CLASSIFIED UNDER THE "HONORARY" CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A NOMINATION OF DIRECTORS - PRIOR TO EACH ANNUAL MEMBERSHIP MEETING, THE BOARD OF DIRECTORS SHALL APPOINT A DIRECTORS' NOMINATING COMMITTEE WHICH SHALL CONSIST OF: ONE (1) PRIMARY MEMBER FROM EACH OF THE SIX DISTRICTS DESCRIBED IN SECTION 1 OF THIS ARTICLE IV AND UP TO THREE (3) ADDITIONAL CURRENT OR FORMER DIRECTORS. ON OR BEFORE SIXTY DAYS BEFORE THE ANNUAL MEETING, THE DIRECTORS' NOMINATING COMMITTEE SHALL NOMINATE TWO PRIMARY MEMBERS FOR EACH DISTRICT DIRECTORSHIP TO BE FILLED FROM THE SIX GEOGRAPHIC DISTRICTS DESCRIBED IN SECTION 1 OF THIS ARTICLE IV, PLUS ONE STAFF PROFESSIONAL. ELECTION OF DIRECTORS - THE DIRECTORS' NOMINATING COMMITTEE WILL CAUSE TO BE PUBLISHED IN THE OFFICIAL ACCE MEMBER COMMUNICATION, THE SLATE OF NOMINEES WHICH THEY HAVE SELECTED. THIS WILL BE SENT OUT NO LATER THAN THIRTY (30) DAYS BEFORE THE ANNUAL MEETING. ALLOWANCE WILL BE PROVIDED ON THE BALLOT FOR WRITE-IN NOMINATIONS. THE PRESIDENT SHALL MAIL, BROADCAST FAX, OR EMAIL THIS BALLOT TO ALL PROFESSIONAL MEMBERS AT LEAST FIFTEEN (15) DAYS BEFORE THE ANNUAL MEETING. THE BALLOTS SHALL BE RETURNED TO THE ACCE OFFICE WITHIN TEN (10) DAYS. THE BOARD OF DIRECTORS SHALL, AT THEIR REGULAR MEETING DURING THE ANNUAL MEETING, DECLARE THE CANDIDATES WITH THE HIGHEST NUMBER OF VOTES, ELECTED. APPOINTMENT OF AT LARGE DIRECTORS - THE CHAIRMAN ELECT OF THE BOARD PRIOR TO BECOMING CHAIRMAN SHALL APPOINT NO FEWER THAN THREE (3) AND NO MORE THAN (6) DIRECTORS AT LARGE. THESE DIRECTORS SHALL SERVE FOR ONE (1) YEAR BEGINNING WITH THE MEETING THAT THE CHAIRMAN ELECT BECOMES CHAIRMAN. FORM 990, PART VI, SECTION A, LINE 7B ONLY THOSE PERSONS WHO ARE PRIMARY AND AFFILIATE MEMBERS IN GOOD STANDING ON THE DATE OF A MEMBERSHIP MEETING SHALL BE ENTITLED TO VOTE AT THE MEETING. A MEMBER ENTITLED TO VOTE AT A MEMBERSHIP MEETING MAY VOTE AT SUCH MEETING EITHER IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B ACCE USES THE FOLLOWING PROCESS TO REVIEW THE FORM 990: 1. UPON COMPLETION BY STAFF AND AUDIT PREPARATION FIRM, THE FINANCE COMMITTEE WILL REVIEW THE DRAFT OF THE 990. 2. ONCE THE FINANCE COMMITTEE APPROVES THE DRAFT 990, IT WILL BE SENT TO THE EXECUTIVE COMMITTEE AND THEY WILL APPROVE PRIOR TO FILING. UNDER THESE BY-LAWS, THE EXECUTIVE COMMITTEE MAY APPROVE ANY ACTION ON BEHALF OF THE BOARD. 3. ONCE THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES, ACCE WILL POST THE 990 ON OUR WWW.ACCE.ORG/BOARDSITE FOR THE REMAINING BOARD TO ACCESS FOR AT LEAST ONE WEEK. 4. AN EMAIL IS SENT TO THE ACCE BOARD MEMBERS LETTING THEM KNOW THAT THE 990 WILL BE AVAILABLE ON THE ACCE BOARDSITE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, VOLUNTEERS, AND KEY EMPLOYEES OF THE ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES ("ACCE") MUST ACT AT ALL TIMES IN THE BEST INTERESTS OF ACCE. MEMBERS OF THE BOARD, OFFICERS, VOLUNTEERS, AND KEY EMPLOYEES SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS AND, AS REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON ANY RELATED MATTER. CONFLICT OF INTEREST FORMS WILL BE DISTRIBUTED AND SIGNED ANNUALLY AT THE SPRING BOD MEETING. FORM 990, PART VI, SECTION B, LINE 15 CEO - WE HAVE AN OUTSIDE CONSULTANT THAT DOES AN EXTENSIVE COMPARISON. WE NOTIFY THE CONSULTANT WHEN WE NEED THE ANALYSIS (ANNUALLY) AND SHE PROVIDES THE DATA COLLECTED. THAT INFORMATION IS SHARED WITH OUR "CEO COMPENSATION COMMITTEE AND THEIR DETERMINATION IS PASSED DOWN TO OUR CFO AND DIRECTOR, ADMINISTRATION (FOR PAYROLL PURPOSES). FOR OTHER SENIOR LEVEL POSITIONS WE RESEARCH THE COMPARABLE COMPENSATION ANALYSIS OURSELVES BASED ON NO LESS THAN 3 OTHER COMPENSATION SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: EQUITY IN GAIN (LOSS) OF SUBSIDIARY -27,025. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION 277 S WASHINGTON STREET SUITE 210 ALEXANDRIA VA 22314 237204514 TO ESTABLISH COMMITTEES/ASSOCIATIONS TO DEVELOP AND PROMOTE DC 501(C)(3) LINE 12A, I ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES 1 FRINGE BENEFITS INC 277 S WASHINGTON STREET SUITE 210 ALEXANDRIA VA 22314 520895753 BUSINESS SERVICES/THIRD PARTY ADMINISTRATION VA ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES C 1104613 537290 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0