2025-02-11T18:48:31-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2023-04-01 111986754 AMERICAN MENSA LTD AMER 8176070060 1315 BROOKSIDE DR HURST TX 76053 BETH ANNE DEMETER NATIONAL TREASURER 8176070060 2025-02-10 1 0 ROSALINDA MARIKAR CPA P01684134 2532721555 2025-02-10 2023 2025-03-06 01:10:19Z BETH ANNE DEMETER 1315 BROOKSIDE DR HURST TX 76053 5456761 0 X WWW.US.MENSA.ORG X 1971 NY TO IDENTIFY, FOSTER, STIMULATE, RESEARCH AND SUPPORT HUMAN INTELLIGENCE TO BENEFIT HUMANITY. 15 15 0 2000 131841 0 20796 16238 3838322 3994006 162756 429714 662970 617396 4684844 5057354 10000 10000 0 0 1710776 1774609 0 0 193720 3164282 3404222 4885058 5188831 -200214 -131477 12287576 13049286 14127504 14604269 -1839928 -1554983 X TO IDENTIFY AND FOSTER HUMAN INTELLIGENCE FOR THE BENEFIT OF HUMANITY; TO ENCOURAGE RESEARCH IN THE NATURE, CHARACTERISTICS, AND USES OF INTELLIGENCE; AND TO PROVIDE A STIMULATING INTELLECTUAL AND SOCIAL ENVIRONMENT FOR ITS MEMBERS. 0 0 1180318 3700532 MEMBERSHIP: MEMBERSHIP WAS 48,165 AT THE END OF THE YEAR. WITHIN THE ORGANIZATION,MORE THAN 130 SPECIAL INTEREST GROUPS, 122 CHAPTERS, AND NUMEROUS ONLINE COMMUNITIES PROVIDE EDUCATIONAL AND SOCIAL EXPERIENCES FOR MENSA MEMBERS. THE ORGANIZATION PROVIDES SUPPORT AND ASSISTANCE FOR PUBLIC PROGRAMS SUCH AS GIFTED YOUTH, INCLUDING A MENSA HONOR SOCIETY FOR VOLUNTEERING, A BOOK PARADE PROGRAM, AND SUPPORT FOR PARENTS AND EDUCATORS. SUPPORT IS PROVIDED TO THE MENSA FOUNDATION AND TO OTHER RELATED ORGANIZATIONS TO SUPPORT AREAS OF EDUCATION, GIFTEDNESS, AND RESEARCH. PROGRAMS SUCH AS MIND GAMES PROVIDE A VENUE NOT ONLY FOR MEMBERS TO PARTICIPATE, BUT EXTEND PAST THE ORGANIZATION TO GIVE THE PUBLIC A MENSA SEAL OF APPROVAL FOR BOARD GAMES. THE MENSA HOME TEST PROVIDES AN AVENUE FOR THE GENERAL PUBLIC TO GAUGE THEIR INTELLIGENCE LEVEL IN A RELAXED ENVIRONMENT AND ENCOURAGES THEM TO RECOGNIZE THEIR APTITUDE. IN ADDITION TO ADMISSIONS TESTING, MORE THAN 1500 MENSA EVENTS ARE HELD THROUGHOUT THE COUNTRY ON AN ANNUAL BASIS. MENSA PROVIDES OPPORTUNITIES FOR MEMBERS OF ALL AGES TO GIVE BACK TO THE ORGANIZATION IN VOLUNTEER ROLES. OVER 2000 MEMBERS ARE VOLUNTEERING FOR MENSA AT ANY GIVEN TIME. 802942 PUBLICATIONS: THE MENSA BULLETIN PROVIDES MEMBERS WITH INFORMATIONAL AND INTRIGUING ARTICLES, AS WELL AS WAYS TO INTERACT WITH OTHER MEMBERS VIA POLLS AND OTHER FEEDBACK. THE MENSA BULLETIN IS GENERATED 10 TIMES A YEAR IN BOTH PRINT AND ELECTRONIC FORMATS FOR THE MEMBERS. A VAST MAJORITY OF THE CONTENT (ARTICLES AND ILLUSTRATIONS) IN EACH ISSUE IS CREATED BY THE MEMBERS THEMSELVES. ELECTRONIC PUBLICATIONS ARE ALSO USED TO SUPPLEMENT THE PRINT PUBLICATIONS. THE YOUNG MENSA MAGAZINE (YM2) IS GENERATED QUARTERLY BY THE YOUTH MEMBERS OF THE ORGANIZATION AND DISTRIBUTED TO ALL YOUTH MEMBERS. THE WWW.US.MENSA.ORG WEBSITE PROVIDES MORE THAN 4000 PAGES OF CONTENT ABOUT THE ORGANIZATION, ITS LOCAL GROUPS, TESTING, PROGRAMS AND MEMBERSHIP. ADDITIONALLY, MENSA SUPPORTS WEB SITES FOR MANY OF ITS SPECIFIC PROGRAMS AND EVENTS. 527026 10000 280474 PUBLIC RELATIONS: MENSA HAS BEEN DETERMINED TO BE A FAMOUS MARK AND OUR MARKETING EFFORTS FOCUS ON GROWING THE PUBLIC AWARENESS AND RESPECT FOR THE ORGANIZATION. EFFORTS SUCH AS MENSA TESTING DAY, THE ANNUAL MIND GAMES COMPETITION, AS WELL AS THE MENSA BRAND ON BOOKS AND CALENDARS, INCREASES THE PUBLIC PERCEPTION OF THE ORGANIZATION IN A POSITIVE WAY. MENSA CONTINUES TO FIND WAYS THAT ALIGN OUR BRAND WITH OTHER PRODUCTS ON THE MARKET THAT STRENGTHEN OUR IMAGE IN A POSITIVE WAY. 1466077 LOCAL GROUP SUPPORT: AS THE KEY CONNECTION BETWEEN OUR MEMBERS AND THE ORGANIZATION, OUR LOCAL CHAPTERS PROVIDE EDUCATIONAL AND SOCIAL EVENTS, AS WELL AS PROVIDING ADMISSIONS TESTING ON THE ORGANIZATION'S BEHALF. MANY LOCAL CHAPTERS SUPPORT THEIR COMMUNITIES WITH CHARITABLE AND SOCIAL WORK. 1466077 3976363 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 X 33 0 1 0 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X DAVID C PEERY 8176075531 1315 BROOKSIDE DR HURST TX 76053 LORI NORRIS CHAIR 20.00 5.00 X X 0 0 0 ANGELA CHRISTIE 1ST VICE CHAIR/THRU JAN '24 20.00 X X 0 0 0 BAKER RING 2ND VICE CHAIR/1ST VICE CHAIR 20.00 X X 0 0 0 IAN RANDAL STROCK SECRETARY 20.00 X X 0 0 0 TASHA CRISS TREASURER 20.00 X X 0 0 0 TERESA CAMPBELL REGIONAL VICE CHAIR 1 20.00 X 0 0 0 TREBOR LEFEBVRE REGIONAL VICE CHAIR 2 20.00 X 0 0 0 LORA MITCHELL REGIONAL VICE CHAIR 3 20.00 X 0 0 0 JON GRUEBELE REGIONAL VICE CHAIR 4 20.00 X 0 0 0 NANCY CAMPBELL REGIONAL VICE CHAIR 5 20.00 X 0 0 0 JOHN NEEMIDGE REGIONAL VICE CHAIR 6 20.00 X 0 0 0 BETH ANNE DEMETER REGIONAL VICE CHAIR 7 20.00 X 0 0 0 TRACEY GUICE REGIONAL VICE CHAIR 8 20.00 X 0 0 0 RACHEL KIBLER REGIONAL VICE CHAIR 9 20.00 X 0 0 0 THOMAS G THOMAS REGIONAL VICE CHAIR 10 20.00 X 0 0 0 CHARLES STEINHICE DIR. OF SCIENCE & EDUCATION 5.00 20.00 X 0 0 0 KIMBERLY STRICKLAND MEMBERSHIP OFFICER 20.00 X 0 0 0 ROBIN CRAWFORD COMMUNICATIONS OFFICER THRU JULY '23 20.00 X 0 0 0 TABITHA VOS MARKETING OFFICER THRU JULY '23 20.00 X 0 0 0 DUSTIN HAWKINS COMMUNICATION OFFICER THRU DEC '23 20.00 X 0 0 0 TOMMY RYAN COMMUNICATION OFFICER 20.00 X 0 0 0 CHAD ANDERSON OMBUDSMAN 20.00 X 0 0 0 DAVID LEAVITT MARKETING OFFICER 20.00 X 0 0 0 TREVOR MITCHELL EXECUTIVE DIRECTOR 42.00 8.00 X 161919 0 30488 161919 0 30488 1 0 1 0 ROYLE PRINTING 745 S BIRD ST SUN PRAIRIE WI 53590 PUBLISHING & PRINTING SVCS 228744 MPOWER PROMOTIONS INC 10817 FERNALD AVE DALLAS TX 75218 LICENSING & BRAND DEVELOPMENT 103627 2 4000 12238 16238 MEMBERSHIP DUES 900099 2910856 2910856 GATHERING/EVENTS 900099 789676 789676 TESTING 900099 280474 280474 PUBLICATIONS 541800 13000 13000 3994006 317741 317741 66193 14900 51293 362170 250197 111973 111973 111973 253151 149210 103941 103941 ADMINSTRATIVE SUPPORT 561000 389251 389251 MISCELLANEOUS 900099 58011 58011 447262 5057354 3981006 131841 928269 10000 10000 188036 130685 50864 6487 1295323 900259 350352 44712 42969 29863 11623 1483 99567 69200 26930 3437 148714 103356 40225 5133 13820 8902 4305 613 38556 38556 25460 25460 403944 305717 74147 24080 79372 79144 61 167 356378 308638 47307 433 223349 1365 221916 68 161971 106391 50297 5283 149327 55607 5984 87736 801094 801094 421140 421140 27969 19486 7515 968 159285 136312 20352 2621 PRINTING & POSTAGE 388579 386620 1342 617 EQUIPMENT RENTAL 41068 34085 6983 AWARDS 34357 34357 EDUCATION/TRAINING 23559 16414 6330 815 54994 51813 1097 2084 5188831 3976363 1018748 193720 686737 612146 1283238 1134305 108740 86915 107593 134815 147873 309068 771563 645152 125773 126411 7348130 8135559 2479492 2510067 12287576 13049286 490855 367049 11217219 11763393 2419430 2473827 14127504 14604269 X -1839928 -1554983 -1839928 -1554983 12287576 13049286 X -131477 424001 -7579 X 0 1 X 1 0 7348130 812889 25460 8135559 6983215 727073 -338474 23684 7348130 5510901 1486237 8712 22635 6983215 5528947 18046 5510901 1.00000 0 0 2625 2625 768938 645152 123786 126411 LOCAL GROUP CASH 1884328 DUE FROM MENSA EDUCATION AND RESEARCH FOUNDATION 50852 RIGHT OF USE ASSET 574887 2510067 LOCAL GROUP CASH LIABILITY 1884328 LEASE LIABILITIES 589499 2473827 X 5143804 424001 424001 4719803 25460 312091 337551 5057354 4858859 0 4858859 25460 304512 329972 5188831 PART V, LINE 4: MENSA'S BOARD DESIGNATED FUNDS ARE RESERVED FOR MEMBERSHIP SERVICES TO LIFETIME MEMBERS AND MULTI-YEAR MEMBERS. BENEFITS INCLUDE ACCESS TO RESEARCH, REGISTRATION FOR THE ANNUAL MEETING, AND ACCESS TO OTHER EVENTS AND PUBLICATIONS. PART X, LINE 2: MENSA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AS A SECTION 501(A) ORGANIZATION WITHIN THE MEANING OF SECTION 509(A). THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEARS ENDED MARCH 31, 2024 AND 2023. THE ORGANIZATIONS FILE AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATIONS' TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOCAL CHAPTER REVENUE 312,091. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOCAL CHAPTER EXPENSES 304,512. 1 MENSA EDUCATION AND RESEARCH FOUNDATION 1315 BROOKSIDE DR HURST TX 76053 752857248 501(C)(3) 10000 0 N/A N/A GENERAL PROGRAM ASSISTANCE 1 PART I, LINE 2: THE GRANTS ISSUED ARE UNRESTRICTED GIFTS. NO FORMAL MONITORING IS REQUIRED. X X X 0 0 0 1 0 0 0 0 0 TREVOR MITCHELL EXECUTIVE DIRECTOR 152919 0 7500 0 1500 0 0 0 30488 0 192407 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD SERVES AS THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE MEETS TO DISCUSS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. ANY CHANGES ARE COMMUNICATED BY THE CHAIR TO THE EXECUTIVE DIRECTOR AND TO THE DIRECTOR OF FINANCE. PART I, LINE 5 A BONUS WAS GIVEN TO THE EXECUTIVE DIRECTOR/CEO IN 2023 BASED ON THE ORGANIZATION'S PERFORMANCE ACCORDING TO THEIR EMPLOYMENT CONTRACT. FORM 990, PART V, LINE 2A: AMERICAN MENSA USES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO) FOR PAYROLL, BENEFITS, HUMAN RESOURCE CONSULTING AND PAYROLL TAX FILING UNDER THE PEO'S MULTI-EMPLOYER TAX IDENTIFICATION NUMBER. THE PEO REPORTED 20 W-2S IN CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE (EXCOMM) SHALL BE CREATED AT THE BEGINNING OF EACH AMC TERM AND RUN FOR THE DURATION OF THAT AMC TERM. THE STANDING MEMBERS OF THE EXCOMM SHALL BE THE CHAIR, FIRST VICE-CHAIR, SECOND VICE-CHAIR, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE SHALL ALSO INCLUDE AN RVC, PROVIDED AN RVC IS AVAILABLE TO SERVE IN THIS CAPACITY. OTHER AMC MEMBERS WHOSE AREA OF RESPONSIBILITY WOULD BE DIRECTLY INVOLVED WITH BUSINESS BEFORE THE EXCOMM MAY BE APPOINTED WITH THE APPROVAL OF THE AMC. ALL EXCOMM MEMBERS SHALL HAVE EQUAL VOTING RIGHTS, SO LONG AS THE EXCOMM MEMBER IS A VOTING MEMBER OF THE AMC. A. THE EXECUTIVE DIRECTOR IS CONSIDERED AN EX-OFFICIO MEMBER OF THE EXCOMM BUT MAY NOT MAKE MOTIONS OR VOTE. B. BETWEEN AMC MEETINGS, THE EXCOMM IS AUTHORIZED TO CONDUCT ALL ROUTINE AND ORDINARY BUSINESS NECESSARY FOR THE DAY TO DAY ADMINISTRATION OF ALL ITEMS INCLUDED IN THE APPROVED BUDGET AND TO APPROVE UNBUDGETED EXPENDITURES OF UP TO $5000 NOT INCLUDED IN THE APPROVED BUDGET. DETAILS OF ALL EXCOMM ACTIONS SHALL BE RECORDED AND REPORTED AT THE NEXT AMC MEETING. C. ON RARE OCCASIONS, SITUATIONS MAY ARISE WHICH NECESSITATE UNBUDGETED EXPENDITURES EXCEEDING $5000 OR NON-ROUTINE DECISIONS THAT MAY SUBSTANTIALLY IMPACT AML OR ITS LOCAL GROUPS. WHEN SUCH AN EMERGENCY EXISTS AND A DECISION IS REQUIRED WITHIN FOURTEEN OR FEWER DAYS, THUS NOT PERMITTING THE FULL AMC TO FULFILL ITS CUSTOMARY FORMAL ROLE IN THE SUPERVISORY PROCESS, THE EXCOMM MAY DECLARE AN EMERGENCY AND ADDRESS THE SITUATION. WHEN DOING SO, THE EXCOMM SHALL APPRISE AND CONSULT THE REST OF THE AMC BEFORE IMPLEMENTING ANY SUCH DECISION. SUCH CONSULTATION MAY INCLUDE INFORMAL POLLING VIA TELECONFERENCE OR OTHER TECHNOLOGY AND WOULD NOT BE CONSIDERED A SPECIAL AMC MEETING SUBJECT TO THE USUAL QUORUM OR FOURTEEN (14) DAYS NOTICE REQUIRED BY THE BYLAWS. D. THE EXCOMM SHALL ALSO CONDUCT THE ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR'S (ED'S) PERFORMANCE, INCLUDING DETERMINING THE ANNUAL REVIEW FORMAT. THE EXCOMM SHALL GATHER FEEDBACK AND INFORMATION FROM THE AMC BY WAY OF THE FORMAL EVALUATIONS, AS WELL AS BEING RECEPTIVE TO INFORMAL FEEDBACK YEAR-ROUND. THE EXCOMM SHALL BE RESPONSIBLE FOR REVIEWING THE PERFORMANCE EVALUATION WITH THE ED AND RECOMMENDING FUTURE GOALS OR ACTION TO BE TAKEN. THE ED MAY ALSO USE THIS EXCOMM AS NEEDED IN AN ADVISORY CAPACITY REGARDING STAFF RELATED ISSUES AND CONCERNS. BECAUSE OF THE SUBJECT MATTER WITH WHICH THE EXCOMM WILL BE DEALING, ALL OF ITS MEETINGS AND REPORTS REGARDING THIS EVALUATION SHALL BE CONSIDERED CONFIDENTIAL. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO ALL PERSONS FOUND QUALIFIED IN ACCORDANCE WITH THE ELIGIBILITY REQUIREMENTS SET FORTH IN THE INTERNATIONAL CONSTITUTION AND WHO PAY ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A ALL ARE MEMBERS. FIVE ARE ELECTED BY THE ENTIRE NATIONAL MEMBERSHIP. THE 10 REGIONAL OFFICERS ARE ELECTED BY MEMBERS IN THEIR RESPECTIVE GEOGRAPHIC AREAS. THE 15 ELECTED OFFICERS APPOINT 4 ADDITIONAL OFFICERS. EACH ELECTED OFFICER IS ENTITLED TO ONE VOTE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS MAY NOT BE AMENDED EXCEPT ON THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE BALLOTS CAST BY VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF IRS FORMS 990 AND 990-T ARE UPLOADED TO THE BOARD SECTION OF MENSA CONNECTION FOR THE BOARD TO REVIEW THE FILINGS. MENSA CONNECT IS A MEDIUM FOR SHARING AND EXCHANGING INFORMATION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO AGREE TO AND SIGN THE ACKNOWLEDGEMENT OF RESPONSIBILITIES FOR AMC MEMBERS, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. DISCLOSURE OF BUSINESS INTERESTS THAT GIVE RISE TO SUCH ARE PROVIDED TO THE AMC. SHOULD AN INDIVIDUAL HAVE A CONFLICT, THE INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN DISCUSSIONS AND MUST ABSTAIN FROM VOTING ON THE ISSUES. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE ANNUAL ASSESSMENT OF PERFORMANCE AS UNDERTAKEN BY THE BOARD OF DIRECTORS. IN ADDITION, THEY USE COMPARABLE SALARY DATA WHEN MAKING THEIR RECOMMENDATION TO THE FINANCE & AUDIT COMMITTEE. MINUTES FROM THIS ANNUAL MEETING ARE KEPT ON FILE. FOR OTHER DIRECTOR LEVEL STAFF MEMBERS, THE EXECUTIVE DIRECTOR ANNUALLY REVIEWS AND UPDATES THE COMPENSATION PLAN, WHICH TAKES INTO ACCOUNT NON-PROFIT DATA FOR SIMILAR JOBS THROUGHOUT THE U.S. ALL INCREASES ARE BASED ON PERFORMANCE (MERIT) REVIEWS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERSHIP UPON REQUEST. FORM 990, PART XI, LINE 9: LOCAL GROUPS EQUITY ADJUSTMENT -7,579. MENSA EDUCATION AND RESEARCH FOUNDATION 1315 BROOKSIDE DR HURST TX 76053 752857248 EDUCATION AND RESEARCH SUPPORT TX 501(C)(3) LINE 7 AMERICAN MENSA LTD 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 MENSA EDUCATION AND RESEARCH FOUNDATION B 10000 DONATION/GRANT MENSA EDUCATION AND RESEARCH FOUNDATION K 116891 CASH TRANSFERRED MENSA EDUCATION AND RESEARCH FOUNDATION L 352062 CONTRACT VALUE