AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (EIN 53-0026940)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-16
- IRS object ID
- 201211989349300511
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-16T08:50:31-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530026940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2026262723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN H GRAHAM IV | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 2026262723 | Phone |
| Date Signed | 2012-07-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH G KOSNETT | Name |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN H GRAHAM IV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31770620 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ASAECENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION OF MORE THAN 22,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING MORE THAN 11,000 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES, AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN 50 COUNTRIES AROUND THE GLOBE. OUR MEMBERS' ORGANIZATIONS REPRESENT SUCH ESSENTIAL INDUSTRIES AND PROFESSIONS AS HEALTH CARE, MANUFACTURING, BANKING, LAW, ENERGY, INSURANCE, AND THE LIST GOES ON. WE ARE ALSO A LEADING VOICE FOR THE NONPROFIT SECTOR, ADVOCATING FOR VOLUNTARY ORGANIZATIONS SO THAT THEY MAY CONTINUE TO IMPROVE THE QUALITY OF LIFE IN THE UNITED STATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 1714 | TotalNbrVolunteers |
| Total Gross UBI | 4921394 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 683111 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 780021 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3816428 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12024480 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20469793 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 732603 | InvestmentIncomePriorYear |
| Investment Income Current Year | 771379 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2729654 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2951246 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16266758 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28008846 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10587471 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13376489 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5535018 | OtherExpensePriorYear |
| Other Expenses Current Year | 15617545 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16122489 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28994034 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 144269 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -985188 | RevenuesLessExpensesCY |
| Total Assets BOY | 36173464 | TotalAssetsBOY |
| Total Assets EOY | 38289514 | TotalAssetsEOY |
| Total Liabilities BOY | 13270298 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15886623 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22903166 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22402891 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ASAE'S MISSION IS TO HELP ASSOCIATIONS AND ASSOCIATION PROFESSIONALS TRANSFORM SOCIETY THROUGH THE POWER OF COLLABORATION. WE ACCOMPLISH THIS BY FOSTERING A LEARNING COMMUNITY OF ASSOCIATION PROFESSIONALS, INDUSTRY PARTNERS, OUTSIDE THOUGHT LEADERS, AND OTHER STAKEHOLDERS WHO EMBRACE THIS VISION. IN FULFILLING ITS MISSION, ASAE HAS CREATED HUNDREDS OF PRODUCTS, SERVICES, PROGRAMS AND PUBLICATIONS THAT ENCOURAGE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF ASSOCIATION EXECUTIVES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Description | PROFESSIONAL DEVELOPMENT -- ASAE OFFERS MORE THAN 100 LEARNING EXPERIENCES FOR ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS AT ALL EXPERIENCE LEVELS. THESE LEARNING PROGRAMS ARE HELD FACE-TO-FACE IN WASHINGTON, DC, AND IN LOCATIONS AROUND THE COUNTRY, AS WELL AS ONLINE. SIGNATURE PROGRAMS INCLUDE: GREAT IDEAS CONFERENCES; INVITATIONAL FORUM ON LEADERSHIP & MANAGEMENT; AND THE TECHNOLOGY CONFERENCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEETINGS/EXPO -- ASAE OFFERS TWO MAJOR CONVENTIONS ANNUALLY - THE ANNUAL MEETING AND SPRINGTIME EXPO - WITH APPROXIMATELY 200 SESSIONS WHERE MORE THAN 8,000 (CUMULATIVE) ASSOCIATION EXECUTIVES LEARN THE LATEST ASSOCIATION MANAGEMENT PRACTICES. SESSIONS OFFER CUTTING-EDGE INFORMATION NOT OFTEN FOUND ELSEWHERE, SUCH AS TECHNOLOGY APPLICATIONS TO IMPROVE PRODUCTIVITY AND MANAGEMENT, ETHICAL CHALLENGES, PREPARING MEMBERS TO PROSPER IN A GLOBAL MARKET, AND OTHER TOPICS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP - THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS THE MEMBERSHIP ORGANIZATION AND VOICE OF THE ASSOCIATION PROFESSION. FOUNDED IN 1920, ASAE CURRENTLY HAS MORE THAN 22,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING MORE THAN 11,000 ASSOCIATIONS THAT REPRESENT MORE THAN 287 MILLION PEOPLE AND ORGANIZATIONS WORLDWIDE. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN NEARLY 50 COUNTRIES AROUND THE WORLD. | Description |
Activity Other ActivityOther (8 entries)
| DescriptionDescription |
|---|
| LEARNING CENTER FACILITY --ASAE OPERATES A LEARNING FACILITY IN WASHINGTON, DC THAT IS AVAILABLE FOR ORGANIZATIONS TO HOLD A VARIETY OF EVENTS. THE FACILITY IS ALSO USED FOR ASAE'S OWN EDUCATIONAL PROGRAMS. THE FACILITY IS LOCATED AT 1575 I STREET, NW AND IS A FULL-SERVICE MEETING FACILITY LOCATED A FEW BLOCKS FROM THE WHITE HOUSE. THE CONFERENCE CENTER ALSO PROVIDES AN EXCELLENT ENVIRONMENT FOR EDUCATIONAL SEMINARS, PRESENTATIONS, BOARD MEETINGS, STAFF TRAINING AND RETREATS, AND OTHER EVENTS. |
| PUBLIC POLICY AND ADVOCACY - ASAE'S "POWER OF A" (ASSOCIATION) FUND IS THE CRITICAL PROGRAM THAT PROVIDES A NATIONAL VOICE FOR ASSOCIATIONS. A VOICE REPRESENTING THE COLLECTIVE POWER OF YOUR ORGANIZATION AND MANY OTHERS: THE POWER OF A FUND FIGHTS FOR ASSOCIATIONS IN CONGRESS, THE COURTS, REGULATORY AGENCIES AND OTHER KEY AUDIENCES.SUPPORT FOR THE POWER OF A FUND COMES FROM ASAE'S ANNUAL SUMMIT AWARDS DINNER. FOR ONE EVENING, THIS FUNDRAISING EVENT BRINGS TOGETHER ASSOCIATION EXECUTIVES, ELECTED OFFICIALS, AND BUSINESS AND INDUSTRY LEADERS TO CELEBRATE THE ASSOCIATION COMMUNITY'S ACCOMPLISHMENTS AND TRULY HONOR ITS BEST VOLUNTEER EFFORTS WITH PRESTIGIOUS SUMMIT AWARDS.YEAR AFTER YEAR, THE POWER OF A AWARDS PROGRAM IS ABLE TO HIGHLIGHT THE IMPORTANT ROLE ASSOCIATIONS PLAY IN SOLVING LOCAL AND NATIONAL CRISES, FOSTERING VOLUNTEERISM, AND DEVELOPING INITIATIVES FOR THE PUBLIC GOOD. THE AWARDS RECOGNIZE ASSOCIATIONS THAT CREATE POSITIVE CHANGE IN AMERICA AND THE WORLD. THROUGH THE POWER OF A AWARDS, ASAE RECOGNIZES ASSOCIATIONS THAT ENRICH LIVES, CREATE A COMPETITIVE WORKFORCE, PREPARE FOR THE FUTURE, DEVELOP INNOVATIVE SOLUTIONS TO PROBLEMS, AND MAKE A BETTER WORLD.ASAE'S FIVE-STAR WEEKEND ALSO SUPPORTS ASAE'S POWER OF A FUND. THE POWER OF A FUND SERVES AS THE BACKBONE OF ASAE'S PUBLIC POLICY PROGRAMS BY SUPPORTING LOBBYING, COALITION-BUILDING, GRASSROOTS NETWORKING AND LEGAL COUNSEL. THIS EVENT SERVES AS AN ANNUAL NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS. |
| SECTIONS & ALLIED SOCIETIES - ASAE HAS 14 SECTIONS OR PROFESSIONAL INTEREST GROUPS, PROVIDING A COMMUNITY FOR NEARLY EVERY SUB-SPECIALTY WITHIN ASSOCIATION MANAGEMENT. EACH GROUP IS GOVERNED BY A SEPARATE COUNCIL THAT DETERMINES THE PRODUCTS AND SERVICES FOR ITS MEMBERS. TYPICAL OFFERINGS INCLUDE MONTHLY EDUCATIONAL SESSIONS, A NEWSLETTER, NETWORKING DIRECTORY, DEVELOPMENT OF SPECIAL SESSIONS AT MAJOR MEETINGS DEVOTED TO THEIR INTEREST, AND OTHER TECHNICAL PUBLICATIONS. |
| INFORMATION SALES - ASAE PUBLISHES A WIDE VARIETY OF BOOKS ON ASSOCIATION MANAGEMENT TOPICS, INCLUDING MARKETING, COMMUNICATIONS, MEMBERSHIP, FINANCE, VOLUNTEER MANAGEMENT, CONVENTIONS, MEETINGS, AND EDUCATION. MANY SURVEYS ARE ALSO PUBLISHED, INCLUDING THE ASSOCIATION EXECUTIVE COMPENSATION STUDY, POLICIES & PROCEDURES, OPERATING RATIO REPORT, AND ASSOCIATION TECHNOLOGY TRENDS. |
| RESEARCH - ASAE'S RESEARCH ADVANCES KNOWLEDGE IN NONPROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. ASAE IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS.ASAE COLLECTS AND AGGREGATES SURVEY DATA TO HELP ITS MEMBERS INCREASE THEIR OPERATIONAL EFFICIENCY. BENCHMARKING PUBLICATIONS INCLUDE COMPENSATION, POLICIES AND PROCEDURES, OPERATING RATIOS AND MORE.ASAE CONDUCTS AN ANNUAL MEMBER NEEDS ASSESSMENT, LEARNING PROGRAM EVALUATIONS AS WELL AS DATA MINING TO HELP ASAE SERVE EACH MEMBER. ASAE HELPS NONPROFIT ORGANIZATIONS BY ASSISTING THEM IN GATHERING MARKET INTELLIGENCE OF THEIR OWN MEMBERS, EITHER BY SURVEY QUESTION SHARING OR DATA ANALYSIS PROJECTS.ASAE CONNECTS NONPROFIT ORGANIZATIONS FROM AROUND THE WORLD TO ALLOW ORGANIZATIONS TO BENCHMARK AGAINST EACH OTHER AND FACILITATE RESEARCH OF ASSOCIATION'S MEMBERS. ASAE HAS PRODUCED THOUGHT-PROVOKING RESEARCH ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING AND THE ECONOMY. |
| CERTIFIED ASSOCIATION EXECUTIVE - THE CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM, THE ONLY CERTIFICATION PROGRAM FOR ASSOCIATION EXECUTIVES, IS DESIGNED TO ELEVATE PROFESSIONAL STANDARDS, ENHANCE INDIVIDUAL PERFORMANCE, AND DESIGNATE ASSOCIATION PROFESSIONALS WHO DEMONSTRATE THE KNOWLEDGE ESSENTIAL TO THE PRACTICE OF ASSOCIATION MANAGEMENT. FOUNDED IN 1960, THE CAE PROGRAM STANDS AS A MARK OF EXCELLENCE AND HAS EVOLVED TO REFLECT WHAT IT TAKES TO MANAGE AN ASSOCIATION IN TODAY'S CHALLENGING CLIMATE.EARNING AND MAINTAINING THE CAE IS A THREE-PART PROCESS. CANDIDATES MUST FIRST MEET ELIGIBILITY REQUIREMENTS AND SUBMIT AN APPLICATION. THE NEXT STEP IS TO SIT FOR AND PASS THE CAE EXAM. ONCE A CANDIDATE HAS EARNED THE CREDENTIAL THEY MUST MAINTAIN IT BY FULFILLING CERTIFICATION RENEWAL REQUIREMENTS EVERY THREE YEARS.ASAE'S CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM HAS BEEN GRANTED ACCREDITATION BY THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA). NCCA ACCREDITATION PROVIDES INDEPENDENT VALIDATION THAT THE CAE PROGRAM MEETS OR EXCEEDS TWENTY-ONE STANDARDS CONCERNING VARIOUS ASPECTS OF THE CERTIFICATION PROGRAM INCLUDING ITS PURPOSE, STRUCTURE, GOVERNANCE, PSYCHOMETRIC FOUNDATION, POLICIES AND PROCEDURES. ACCREDITATION VALIDATES THE INTEGRITY OF THE PROGRAM, AND IS A MARK OF QUALITY. EARNING ACCREDITATION IS A PUBLIC DEMONSTRATION OF ASAE AND THE CAE COMMISSION'S COMMITMENT TO THE CAE CREDENTIAL AS A TRUE PROFESSIONAL CERTIFICATION. |
| DIVERSITY - IN PRINCIPLE AND IN PRACTICE, ASAE VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ASSOCIATION MANAGEMENT. ASAE PROMOTES INVOLVEMENT AND EXPANDED ACCESS TO LEADERSHIP OPPORTUNITY REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS TIME AND RESOURCES TO ACCOMPLISH THIS OBJECTIVE WHILE SERVING AS A MODEL TO OTHER ASSOCIATIONS ENGAGED IN SUCH ENDEAVORS.ASAE'S LONG-TERM GOAL IS TO ENSURE THAT ITS MEMBERSHIP, VOLUNTEER LEADERSHIP, AND STAFF REPRESENT A STRONG, VIBRANT, AND EVOLVING MODEL OF DIVERSITY AND INCLUSION FOR THE ASSOCIATION COMMUNITY. THE ORGANIZATION IS COMMITTED TO CREATING AND INFLUENCING A MODEL OF INCLUSIVE BEHAVIORS AND FOR SETTING A TONE AND CULTURE THAT EMBRACE DIVERSITY.THE DIVERSITY EXECUTIVE LEADERSHIP PROGRAM (DELP) SUPPORTS INDIVIDUALS FROM UNDER-REPRESENTED IDENTITY GROUPS IN THE ASSOCIATION COMMUNITY, TO ADVANCE INTO THE RANKS OF LEADERSHIP IN THE ASSOCIATION PROFESSION. DELP SCHOLARS PARTICIPATE IN AN ACCELERATED LEADERSHIP PROGRAM OF EDUCATION, MENTORING AND VOLUNTEER SERVICE IN THE ASSOCIATION COMMUNITY. THE GOALS OF DELP ARE:- TO PROVIDE SUPPORT, EDUCATION, ACCESS AND SERVICE OPPORTUNITIES TO INDIVIDUALS FROM IDENTITY GROUPS (I.E. PEOPLE OF COLOR, LESBIAN/GAY/BISEXUAL/TRANSGENDER, PEOPLE WITH DISABILITIES) WHO ARE UNDER-REPRESENTED IN THE ASSOCIATION COMMUNITY - TO PROVIDE SCHOLARS WITH A MENTOR, GROUP COACHING, AND VOLUNTEER EXPERIENCES TO ENHANCE THEIR CAREER DEVELOPMENT AND EXPAND THEIR PROFESSIONAL NETWORKS - TO ENCOURAGE MORE DIVERSE CANDIDATES TO ASSUME LEADERSHIP ROLES IN ASSOCIATION MANAGEMENT - TO DEVELOP A MORE DIVERSE LEADERSHIP POOL FOR THE ASSOCIATION PROFESSION - TO DEMONSTRATE THE LONG-TERM BENEFIT OF THE PROGRAM TO THE SCHOLARS, ASAE AND TO THE ASSOCIATION PROFESSION. |
| ASSOCIATIONS NOW AND NEWSLETTERS-'ASSOCIATIONS NOW,' THE AWARD-WINNING MONTHLY MAGAZINE (CIRCULATION 22,000+), PROVIDES ARTICLES ON CURRENT TOPICS OF INTEREST TO ASSOCIATION EXECUTIVES. AUTHORS ARE GENERALLY ASSOCIATION EXECUTIVES WHO HAVE PARTICULAR EXPERTISE TO SHARE. ARTICLES ARE A MIX OF "HOW TO" ARTICLES WITH CASE STUDIES AND THOUGHT PIECES. THE ASSOCIATION ALSO PUBLISHES 14 ELECTRONIC NEWSLETTERS (SOME MONTHLY, SOME BIMONTHLY, AND SOME QUARTERLY) MEETING THE SPECIAL INTEREST OF MEMBERS, AS WELL AS PRODUCING A VARIETY OF ONLINE-ONLY AND NEW-MEDIA CONTENT FOCUSED ON ISSUES OF CONCERN TO ASSOCIATION LEADERS AND EXECUTIVES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDI ROBEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026262723 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 I STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| KAREN L HACKETT FACHE CAE | |||||||||
| CHAIRMAN, ASAE | 2.00 | X | X | 0 | 0 | 0 | |||
| VELMA R HART CAE | |||||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||||
| PETER J O'NEIL CAE | |||||||||
| CHAIRMAN-ELECT | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH M MCGUIRE CAE | |||||||||
| SECRETARY-TREASURER | 2.00 | X | X | 0 | 0 | 0 | |||
| SUSAN MOSELEY | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ROBIN LOKERMAN FASAE CCM | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| LARRY D ALEXANDER | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| STEVEN Z BERGER | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| SHANNON S CARTER MA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| MATTHEW R D'UVA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ABE ESHKENAZI CSCP FACHE CPA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| PAUL GANNON | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JACK HORNE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| AGATHA DAVIS JOHNSON MA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| RANDY L LINDNER MHSA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| LISA J MULLINGS ESQ CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| PATRICK J NATALE PE CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| SUSAN K NEELY CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ARLENE A PIETRANTON CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ANTOINETTE A SAMUEL MPA CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ANN T TURNER PHD CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| RICHARD YEP CAE | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| JOHN GRAHAM | |||||||||
| PRESIDENT & CEO | 38.00 | X | 827851 | 0 | 328483 | ||||
| HEIDI ROBEY | |||||||||
| VP FINANCE & CFO | 38.00 | X | 153020 | 3123 | 26526 | ||||
| JAMES CLARKE | |||||||||
| SR. VP, PUBLIC POLICY | 40.00 | 269216 | 0 | 51876 | X | ||||
| ANNE BLOUIN | |||||||||
| CHIEF LEARNING OFFICER | 40.00 | 173648 | 0 | 29464 | X | ||||
| REGINALD HENRY | |||||||||
| CHIEF INFORMATION OFFICER | 38.00 | 170915 | 0 | 38097 | X | ||||
| ROBERT SKELTON | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 38.00 | 168824 | 0 | 51125 | X | ||||
| KARL ELY | |||||||||
| VP, ADVERTISING, SPONSORSHIP | 40.00 | 166489 | 0 | 41080 | X | ||||
| RONALD MCNALLY | |||||||||
| CHIEF MEMBER & VOLUNTEER | 36.00 | 160011 | 0 | 31961 | X | ||||
| SUSAN ROBERTSON | |||||||||
| EXEC VP ASAE, PRESIDENT FDN | 24.00 | 216343 | 144629 | 48062 | X | ||||
| DIXIE ARTHUR | |||||||||
| PRESIDENT, ABSI | 0.00 | 0 | 253980 | 40362 | X | ||||
| GRETA KOTLER | |||||||||
| CHIEF GLOBAL DEV. OFFICER | 40.00 | 179860 | 0 | 37639 | X | ||||
| MONICA DIGNAM | |||||||||
| CHIEF RESEARCH OFFICER | 30.00 | 48407 | 112951 | 38996 | X | ||||
| JOHN LEE IV | |||||||||
| CHIEF MARKETING & COMM | 38.00 | 147702 | 0 | 18042 | X | ||||
| GREGORY MELIA | |||||||||
| CHIEF MEMBERSHIP/VOLUNTEER | 40.00 | 128029 | 0 | 18816 | X | ||||
| SUSAN SARFATI | |||||||||
| FORMER EXEC VP ASAE | 0.00 | 0 | 357844 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2810315 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 872527 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 800529 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEVY PREMIUM FOODSERVICE LP | |||||
| 701 CONVENTION PLAZA | ST LOUIS | MO | 63101 | FOOD & BERVERAGE SERVICES | 426852 |
| ROYLE PRINTING | |||||
| 745 S BIRD STREET | SUN PRAIRIER | WI | 53590 | PRINTING SERVICES | 367646 |
| THE SIGNATURE GROUP INC | |||||
| 8229 BOONE BLVD SUITE 820 | VIENNA | VA | 22182 | IT CONSULTING & SERVICES | 349306 |
| RESULTS DIRECT | |||||
| 5210 E WILLIAMS CIRCLE SUITE 640 | TUCSON | AZ | 85711 | WEB CONSULTING & SERVICES | 338737 |
| APTIFY | |||||
| 7900 WESTPARK DRIVE ATRIUM 5TH FL | TYSONS CORNER | VA | 22102 | IT CONSULTING & SERVICES | 318293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| Fundraising Events | 592516 | FundraisingEvents |
| All Other Contributions | 3223912 | AllOtherContributions |
| Total Contributions | 3816428 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEETINGS, EXPOS, EDUCT | 900099 | 11687930 | 11289640 | 398290 |
| MEMBERSHIP | 900099 | 4751058 | 4751058 | |
| PERIODICALS/PUBLICATIO | 541800 | 3627749 | 398940 | 3228809 |
| AWARDS & PROF. CERTIFI | 900099 | 326666 | 326666 | |
| MISCELLANEOUS PROGRAMS | 900099 | 74990 | 74990 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20469793 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 390754 | TotalRevenueColumn |
| Unrelated Business Revenue | 125110 | UnrelatedBusinessRevenue |
| Exclusion | $265,644 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1096996 | TotalRevenueColumn |
| Exclusion | $1,096,996 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1052887 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1052887 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1052887 | TotalRevenueColumn |
| Unrelated Business Revenue | 451168 | UnrelatedBusinessRevenue |
| Exclusion | $601,719 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3269592 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2888967 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 380625 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 380625 | TotalRevenueColumn |
| Unrelated Business Revenue | 363461 | UnrelatedBusinessRevenue |
| Exclusion | $17,164 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 406986 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 592516 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 705900 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -298914 | TotalRevenueColumn |
| Exclusion | -$298,914 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 829314 | GrossSalesOfInventory |
| Cost Of Goods Sold | 166907 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662407 | TotalRevenueColumn |
| Related Or Exempt Function Income | 662407 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| WEB SITE LISTINGS | 541800 | 354556 | 354556 | |
| MAILING LIST RENTALS | 900099 | 83314 | $83,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 437870 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28008846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17505101 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4921394 | UnrelatedBusinessRevenue |
| Exclusion | $1,765,923 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2968304 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7608962 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624497 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1460492 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 714234 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127284 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63018 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21200 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3020579 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18695 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56153 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2344017 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701067 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3580256 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 735207 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49136 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| TAXES, UBIT, BOOK BASIS | 593733 |
| PROFESSIONAL FEES | 2520863 |
| MISCELLANEOUS | 1641907 |
| CONTRACT SALARIES | 1006416 |
| BAD DEBT | 365005 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -1226991 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28994034 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -293640 | BOY |
| EOY | -708412 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3368835 | BOY |
| EOY | 2031000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 945173 | BOY |
| EOY | 2811529 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9710538 | BOY |
| EOY | 8843467 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219786 | BOY |
| EOY | 279301 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361512 | BOY |
| EOY | 678695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7793544 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3999306 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4366145 | BOY |
| EOY | 3794238 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13921672 | BOY |
| EOY | 15741338 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570067 | BOY |
| EOY | 4814058 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3376 | BOY |
| EOY | 4300 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36173464 | BOY |
| EOY | 38289514 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2712325 | BOY |
| EOY | 3249010 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084175 | BOY |
| EOY | 4620561 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7473798 | BOY |
| EOY | 8017052 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13270298 | BOY |
| EOY | 15886623 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22799062 | BOY |
| EOY | 22373790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79104 | BOY |
| EOY | 4101 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 25000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22903166 | BOY |
| EOY | 22402891 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36173464 | BOY |
| EOY | 38289514 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -985188 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 484913 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASAE POLITICAL ACTION COMMITTEE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 EYE ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521746813 | EIN |
| Amt Pd From Internal Funds | 0 | AmtPdFromInternalFunds |
| Amt Of Contribs Recd Delivered | 0 | AmtOfContribsRecdDelivered |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 4751058 | DuesAssessments |
| Non Ded Lobby Political Current | 732293 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -1362417 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | -630124 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 705532 | AggrAmtReportedInDuesNotices |
| Taxable | -$1,335,656 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | PART I-C: ASAE HAS A POLITICAL ACTION COMMITTEE, BUT DOES NOT COLLECT ANY CONTRIBUTIONS THEREFOR - THE PAC IS RESPONSIBLE FOR ITS OWN FUNDRAISING ACTIVITIES. ASAE DOES PAY SOME PERMITTED ADMINISTRATIVE EXPENSES OF THE PAC; THESE ARE INCLUDED IN THE LOBBYING EXPENDITURE TOTAL IN PART III-B, LINE 2A. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25000 | BeginningOfYearBalance |
| End Of Year Balance | 25000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25000 | BeginningOfYearBalance |
| End Of Year Balance | 25000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25000 | BeginningOfYearBalance |
| End Of Year Balance | 25000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4263750 | OtherCostOrOtherBasis |
| Depreciation | 1423138 | Depreciation |
| Book Value | 2840612 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3529794 | OtherCostOrOtherBasis |
| Depreciation | 2576168 | Depreciation |
| Book Value | 953626 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3794238 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS HELD TO FUND DEFERRED COMPENSATION | 2793797 | F |
| INVESTMENT IN ABSI | 2020261 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4814058 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $2,793,797 |
| DEFERRED INCOME TAXES | $2,500,000 |
| DEFERRED RENT | $1,606,700 |
| DEFERRED RENOVATION REBATE | $1,116,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8017052 | TotalOfAmounts |
| Total Revenue | 28008846 | TotalRevenue |
| Total Expenses | 28994034 | TotalExpenses |
| Excess Or Deficit For Year | -985188 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 513463 | NetUnrealizedGLOnInvestments |
| Other | -$28,550 | OtherAmount |
| Total Adjustments | 484913 | TotalAdjustments |
| Excess Or Deficit Per FS | -500275 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29366566 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 513463 | NetUnrealizedGainsInvestments |
| Other Revenues | 1910689 | OtherRevenues |
| Revenue Not Rptd F990 | 2424152 | RevenueNotRptdF990 |
| Revenue Subtotal | 26942414 | RevenueSubtotal |
| Other Revenues Not Included | 1066432 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1066432 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28008846 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29866841 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 872807 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 872807 | ExpensesNotRptdF990 |
| Expenses Subtotal | 28994034 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28994034 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE AWARD, NAMED FOR THE AMERICAN SOCIETY OF MECHANICAL ENGINEER'S (ASME'S) EXECUTIVE DIRECTOR, DAVID L. BELDEN, PH.D., WHO RECENTLY RETIRED AFTER 15 YEARS OF SERVICE, WILL INCLUDE A SCHOLARSHIP FOR A CHIEF EXECUTIVE AND A CHIEF ELECTED OFFICER OF AN ENGINEERING SOCIETY TO ATTEND ONE OF ASAE'S CEO SEMINARS EACH YEAR. THE RECIPIENT OF THE AWARD WILL BE CHOSEN BY A PANEL OF REPRESENTATIVES FROM ENGINEERING SOCIETIES, TO BE DETERMINED. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING AUGUST 31, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | EQUITY IN SUBSIDIARIES 1,037,882. TAX BASIS PARTNERSHIP REVENUE -1,066,432. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN SUBSIDIARY AND LIMITED PARTNERSHIP EXCESS DISTRIBUTION 1,037,882. COST OF GOODS SOLD 166,907. SPECIAL EVENT EXPENSE 705,900. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PASSTHROUGH RENTAL AND INTEREST FROM PARTNERSHIP K-1 1,066,432. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 166,907. SPECIAL EVENT EXPENSE 705,900. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | INVITATIONAL FORUM ON LEADERSHIP & MANAGEMENT | 102323 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | STUDY MISSION TO BEIJING & SHANGHAI | 61036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 163359 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 163359 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUMMIT AWARDS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 605096 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 460721 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 144375 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 83156 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 123609 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 111172 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FIVE STAR EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 394406 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 131795 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 262611 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 24387 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 112972 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 250604 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 999502 | GrossReceiptsTotal |
| Charitable Contributions Total | 592516 | CharitableContributionsTotal |
| Gross Revenue Total Events | 406986 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 24387 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 83156 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 236581 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 361776 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 705900 | DirectExpenseSummaryEvents |
| Net Income Summary | -298914 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN GRAHAM | |||||||||||||
| 574666 | 0 | 138000 | 0 | 115185 | 0 | 285434 | 0 | 54132 | 0 | 1167417 | 0 | 0 | 0 |
| HEIDI ROBEY | |||||||||||||
| 147349 | 3007 | 1960 | 40 | 3711 | 76 | 21776 | 444 | 5816 | 5816 | 180612 | 9383 | 0 | 0 |
| JAMES CLARKE | |||||||||||||
| 257100 | 0 | 0 | 0 | 12116 | 0 | 29400 | 0 | 28089 | 0 | 326705 | 0 | 0 | 0 |
| ANNE BLOUIN | |||||||||||||
| 155512 | 0 | 0 | 0 | 18136 | 0 | 21002 | 0 | 10616 | 0 | 205266 | 0 | 0 | 0 |
| REGINALD HENRY | |||||||||||||
| 169911 | 0 | 0 | 0 | 1004 | 0 | 21176 | 0 | 19721 | 0 | 211812 | 0 | 0 | 0 |
| ROBERT SKELTON | |||||||||||||
| 168281 | 0 | 0 | 0 | 543 | 0 | 26495 | 0 | 27297 | 0 | 222616 | 0 | 0 | 0 |
| KARL ELY | |||||||||||||
| 165962 | 0 | 0 | 0 | 527 | 0 | 20936 | 0 | 23816 | 0 | 211241 | 0 | 0 | 0 |
| RONALD MCNALLY | |||||||||||||
| 159120 | 0 | 0 | 0 | 891 | 0 | 19469 | 0 | 14964 | 0 | 194444 | 0 | 0 | 0 |
| SUSAN ROBERTSON | |||||||||||||
| 179159 | 119839 | 33530 | 22354 | 3654 | 2436 | 22770 | 15180 | 8477 | 5652 | 247590 | 165461 | 0 | 0 |
| DIXIE ARTHUR | |||||||||||||
| 0 | 251994 | 0 | 0 | 0 | 1986 | 0 | 29400 | 0 | 13350 | 0 | 296730 | 0 | 0 |
| GRETA KOTLER | |||||||||||||
| 174978 | 0 | 0 | 0 | 4882 | 0 | 21670 | 0 | 17245 | 0 | 218775 | 0 | 0 | 0 |
| MONICA DIGNAM | |||||||||||||
| 43156 | 100698 | 0 | 0 | 5251 | 12253 | 6008 | 14018 | 6201 | 14468 | 60616 | 141437 | 0 | 0 |
| JOHN LEE IV | |||||||||||||
| 147102 | 0 | 0 | 0 | 600 | 0 | 16842 | 0 | 2756 | 0 | 167300 | 0 | 0 | 0 |
| SUSAN SARFATI | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 357844 | 0 | 0 | 0 | 0 | 0 | 357844 | 0 | 43000 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | CEO'S CONTRACT INCLUDES SPOUSE TRAVEL, FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF 4 HOURS (ALTHOUGH THIS IS SELDOM USED), LOCAL SOCIAL CLUB DUES FOR BUSINESS MEETINGS AND LUNCHES, AND TAX GROSS-UP ON SPECIFIC BENEFIT ITEMS. |
| PART I, LINES 4A-B | SUSAN SARFATI: SEVERANCE PAY, $243,707 SUSAN SARFATI: 457B DISTRIBUTION, $43,000 ASAE CEO JOHN GRAHAM: SERP FUNDING, $263,685 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LARRY ALEXANDER | |||
| PRESIDENT AND CEO OF DETROIT METRO CVB, AN ASAE INDUSTRY PARTNER | 225000 | SPONSORSHIPS, ADVERTISING AND EXHIBIT REVENUE: $225,000 TO ASAE | 0 |
| PAUL GANNON | |||
| BOARD MEMBER AND VP MARKETING OF TMA RESOURCES, AN ASAE INDUSTRY PARTNER | 275000 | SPONSORSHIPS, ADVERTISING AND EXHIBIT REVENUE: $275,000 IN TOTAL TO ASAE AND ASAE FOUNDATION | 0 |
| JACK HORNE | |||
| BOARD MEMBER AND VP SALES FOR HYATT HOTELS AND RESORTS | 133300 | TOTAL OF $133,300 TO ASAE AND ASAE FOUNDATION, FOR DIVERSITY INITIATIVE FUNDING | 0 |
| ROBIN LOKERMAN | |||
| BOARD MEMBER AND CEO-INSTITUTIONAL DIV, MCI GROUP | 170715 | INTERNATIONAL STUDY MISSION CONSULTING SERVICES | 0 |
| ASAE FOUNDATION | |||
| COMMON BOARD MEMBERS | 0 | PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN THE ASAE AND ASAE FOUNDATION | 0 |
| (no name) | |||
| 0 | |||
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND ASAE FOUNDATION ARE SECTION 501(C) ORGANIZATIONS THAT SHARE BOARD MEMBERS. SOME ASAE OFFICERS AND BOARD MEMBERS ARE ALSO OFFICERS AND/OR BOARD MEMBERS OF ASAE FOUNDATION. PLEASE SEE SCHEDULES L AND R FOR ADDITIONAL INFORMATION REGARDING BUSINESS TRANSACTIONS BETWEEN THE TWO ENTITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | AS PART OF A COMPREHENSIVE PROGRAM REALIGNMENT, SEVERAL PROGRAMS WERE SHIFTED TO ASAE FROM ASAE FOUNDATION, A RELATED ENTITY, INCLUDING ASAE FOUNDATION'S SPRINGTIME, SPONSORSHIP AND CENTER U/ANNUAL EDUCATION PROGRAMS; AS WELL AS CERTAIN KNOWLEDGE AND COMMUNITY-BASED ACTIVITIES. THE REALIGNMENT WAS A FAIR MARKET VALUE EXCHANGE, UTILIZING 3RD PARTY VALUATIONS. DURING THE YEAR, ASAE ALSO PURCHASED THE ASSETS OF THE "CONVENE GREEN ALLIANCE," AN ORGANIZATION WITH A MISSION TO PROVIDE EDUCATION, SHARE REAL-WORLD EXPERIENCES, AND LEVERAGE THE COLLECTIVE VOICE AND BUYING POWER OF ITS MEMBERS TO LESSEN THE ENVIRONMENTAL IMPACT OF ASSOCIATIONS AND THE MEETINGS AND EVENTS THEY SPONSOR. ASAE WILL BE ADMINISTERING THE ALLIANCE ON AN ONGOING BASIS. |
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | AS PART OF A COMPREHENSIVE PROGRAM REALIGNMENT, SEVERAL PROGRAMS WERE SHIFTED FROM ASAE TO THE ASAE FOUNDATION, A RELATED ENTITY, INCLUDING RESEARCH ACTIVITIES FORMERLY CONDUCTED BY ASAE (EXCEPT FOR CERTAIN ASAE MARKET RESEARCH ACTIVITIES). THE REALIGNMENT WAS A FAIR MARKET VALUE EXCHANGE, UTILIZING 3RD PARTY VALUATIONS. |
| FORM 990, PART VI, SECTION A, LINE 1 | LINE 1A: ASAE HAS A EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE OFFICERS OF ASAE AND THE CHAIRMAN OF ASAE BUSINESS SERVICES, INC. IT MAY ACT IN THE PLACE OF THE BOARD OF DIRECTORS WHEN AUTHORITY IS DESIGNATED BY THE BOARD OR IN EMERGENCY MATTERS WHERE EXECUTIVE COMMITTEE ACTION IS TEMPORARY AND SUBJECT TO RATIFICATION BY THE BOARD. LINE 1B: MANY OF THE BOARD MEMBERS OF ASAE ARE ALSO BOARD MEMBERS OF A RELATED SECTION 501(C)(3) ENTITY, ASAE FOUNDATION. AS SUCH, THOSE BOARD MEMBERS TECHNICALLY ARE NOT INDEPENDENT, AS ASAE FOUNDATION IS CONSIDERED TO BE "AN ENTITY MORE THAN 35% OWNED" AND IS THEREFORE AN "INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. PLEASE SEE SCHEDULES L AND R FOR MORE INFORMATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | REGULAR MEMBERSHIP. REGULAR VOTING MEMBERSHIP IS LIMITED TO QUALIFIED INDIVIDUALS WHO PAY APPLICABLE DUES ESTABLISHED BY THE BOARD OF DIRECTORS AND MEET THE CRITERIA FOR ONE OF THE FOLLOWING CLASSES OF REGULAR VOTING MEMBERSHIP: (A) CHIEF EXECUTIVE (B) PROFESSIONAL STAFF (C) INDUSTRY PARTNER (D) CONSULTANT NON-VOTING MEMBERSHIPS. THE BOARD OF DIRECTORS MAY ESTABLISH OTHER MEMBERSHIP CLASSES THAT HAVE NO VOTE AND THAT ARE INELIGIBLE TO SERVE AS DIRECTORS OR OFFICERS. LIFE AND HONORARY MEMBERSHIP. LIFE AND HONORARY MEMBERSHIP WITHOUT VOTING RIGHTS MAY BE CONFERRED UPON INDIVIDUALS UNDER TERMS THE BOARD OF DIRECTORS DETERMINES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | FOUR CANDIDATES FOR DIRECTOR-AT-LARGE (PLUS ONE MORE WHEN AN INDUSTRY PARTNER BOARD SEAT IS OPEN) AND ONE CANDIDATE FOR SECRETARY-TREASURER ARE NOMINATED BY THE LEADERSHIP COMMITTEE EACH YEAR. THE MEMBERSHIP IS GIVEN AT LEAST 30 DAYS TO PROVIDE ADDITIONAL NOMINATIONS, WHICH MUST BE SUPPORTED BY A WRITTEN PETITION SIGNED BY AT LEAST 2-1/2 PERCENT OF VOTING MEMBERS OF ASAE. IF THERE ARE NOMINEES BY PETITION, THE LEADERSHIP COMMITTEE SUBMITS A BALLOT TO THE VOTING MEMBERS AT LEAST 60 DAYS BEFORE THE END OF THE FISCAL YEAR IDENTIFYING THOSE NOMINATED BY THE COMMITTEE AND THOSE NOMINATED BY PETITION. IF THERE ARE NO NOMINEES BY PETITION, THE NOMINEES OF THE LEADERSHIP COMMITTEE ARE AUTOMATICALLY ELECTED. MEMBERS OF THE LEADERSHIP COMMITTEE ARE APPOINTED BY ASAE'S CHAIRMAN, WITH THE APPROVAL OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ASAE'S BYLAWS ARE AMENDED BY THE BOARD OF DIRECTORS UPON A TWO-THIRDS VOTE, PROVIDED 60 DAYS' ADVANCE NOTICE IS PROVIDED TO THE REGULAR VOTING MEMBERS, AND IS INCLUDED IN AN ASAE MEMBERSHIP PUBLICATION, SUCH AS ASSOCIATIONS NOW MAGAZINE. MEMBERS MAY ALSO VOTE ON OTHER MATTERS PRESENTED TO THE MEMBERSHIP BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 RETURNS ARE PREPARED BY THE 3RD PARTY PREPARER WORKING WITH THE CFO AND DIRECTOR OF FINANCE. ONCE THE CFO IS COMFORTABLE WITH THE COMPLETENESS AND ACCURACY OF THE DOCUMENT, IT IS PROVIDED TO THE CEO FOR REVIEW AND IS UPLOADED INTO A SECURE RESTRICTED LOCATION WITHIN THE ORGANIZATION'S ONLINE SYSTEM SHAREPOINT FOR A PERIOD OF NOT LESS THAN 5 DAYS PRIOR TO FILING. BOARD MEMBERS ARE NOTIFIED THAT THIS DOCUMENT IS AVAILABLE, FOR HOW LONG AND WHEN THE RETURN WILL BE FILED. THE RETURN WILL BE FILED AS PRESENTED IF NO FURTHER ADJUSTMENTS ARE WARRANTED. THE BOARD WILL RECEIVE NOTIFICATION OF ANY ADDITIONAL CHANGES PRIOR TO FILING. THE RETURN IS THEN SIGNED BY THE CEO AND FILED APPROPRIATELY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND EXECUTIVE STAFF MEMBER IS REQUIRED TO ANNUALLY COMPLETE AND SUBMIT A DISCLOSURE FORM DETAILING ANY SUCH 'OTHER INTERESTS.' SUCH INDIVIDUAL ALSO MUST UPDATE THE DISCLOSURE FORM IF ANY MATERIAL CHANGES OR ADDITIONS TO THE SUBMITTED INFORMATION ARISE DURING THE COURSE OF THE YEAR. A CHECKLIST IS MAINTAINED AND FOLLOW UP IS DONE UNTIL ALL FORMS ARE RETURNED. ONCE ALL FORMS ARE RECEIVED, THE CEO REVIEWS THE DISCLOSURES. ANY AFFIRMATIVE RESPONSE DEEMED UNUSUAL OR WHICH MAY APPEAR TO CONSTITUTE AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST IS REFERRED TO THE AUDIT COMMITTEE FOR DETERMINATION. THE AUDIT COMMITTEE MAY SEEK THE GUIDANCE OF COUNSEL AND MAKE SUCH DETERMINATION WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE AUDIT COMMITTEE MAY CONCLUDE THAT THIS DETERMINATION SHOULD BE MADE BY THE FULL BOARD OF DIRECTORS OF ASAE, ASAE FOUNDATION, OR ABSI, AND REFER THE MATTER TO THE APPROPRIATE BOARD (WITH OR WITHOUT A RECOMMENDATION FROM THE AUDIT COMMITTEE) FOR ITS CONSIDERATION, DELIBERATION AND RESOLUTION, WITH THE ASSISTANCE OF LEGAL COUNSEL AND WITHOUT THE PRESENCE OF THE INDIVIDUAL WHOSE INVOLVEMENT IN SUCH TRANSACTION OR RELATIONSHIP IS UNDER CONSIDERATION. THE APPROPRIATE BOARD SHALL HAVE FINAL AUTHORITY OVER THE RESOLUTION OF ALL CONFLICT OF INTEREST MATTERS INVOLVING THE MEMBERS OF SUCH BOARD. IF THE AUDIT COMMITTEE BELIEVES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION MAY REPRESENT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OR INTEREST, IT SHALL FIRST REQUEST ADDITIONAL INFORMATION FROM THE INDIVIDUAL IN QUESTION DETAILING THE NATURE OF THE RELATIONSHIP OR TRANSACTION. WHEN EVALUATING WHETHER A PARTICULAR TRANSACTION OR RELATIONSHIP CONSTITUTES AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, THE AUDIT COMMITTEE SHALL CONSIDER THE FOLLOWING (NON-EXHAUSTIVE) FACTORS: --ABUSING ONE'S ROLE FOR PERSONAL OR THIRD-PARTY GAIN OR PLEASURE (INCLUDING, BUT NOT LIMITED TO, THE SOLICITATION OR ACCEPTANCE OF GIFTS OR OTHER ITEMS OF VALUE OR INDIRECT INDUCEMENT TO PROVIDE SPECIAL TREATMENT ON ORGANIZATION MATTERS.) -- PLACING ONE'S OWN SELF-INTEREST, THE INTEREST OF ONE'S COMPANY, ORGANIZATION OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT OR OWNERSHIP CAPACITY, OR THE INTEREST OF ANY THIRD PARTY ABOVE THAT OF ASAE, ASAE FOUNDATION, OR ABSI. -- ENGAGING IN ANY OUTSIDE BUSINESS, PROFESSIONAL OR OTHER ACTIVITIES THAT WOULD DIRECTLY OR INDIRECTLY MATERIALLY ADVERSELY AFFECT ASAE, ASAE FOUNDATION, OR ABSI. --PROVIDING GOODS OR SERVICES TO ASAE, ASAE FOUNDATION, OR ABSI AS A PAID VENDOR. IF THE AUDIT COMMITTEE DETERMINES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION REPRESENTS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, IT (OR THE APPROPRIATE BOARD, IF THE MATTER HAS BEEN REFERRED TO THE BOARD) SHALL RESOLVE SUCH ACTUAL, POTENTIAL OR APPARENT CONFLICT IN ONE OF THE FOLLOWING MANNERS: (1) WAIVE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT AS UNLIKELY TO AFFECT THE INDIVIDUAL'S ABILITY TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION; (2) DETERMINE THAT THE INDIVIDUAL SHOULD BE RECUSED FROM ALL DELIBERATIONS AND DECISION-MAKING RELATED TO THE PARTICULAR TRANSACTION WHICH GIVES RISE TO THE ACTUAL, POTENTIAL OR APPARENT CONFLICT. THIS RESOLUTION SHOULD APPLY PARTICULARLY WHEN THE TRANSACTION OR RELATIONSHIP IS ONE THAT PRESENTS A CONFLICT ONLY WITH RESPECT TO ONE OR TWO DISCRETE PROGRAMS OR ACTIVITIES. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES AN EDUCATIONAL PROGRAM THAT COMPETES WITH ONE OR TWO DISCRETE PROGRAMS OF ASAE, ASAE FOUNDATION, OR ABSI, THE AUDIT COMMITTEE OR RELEVANT BOARD MAY DETERMINE THAT THE BOARD MEMBER SHOULD BE RECUSED FROM ALL DELIBERATIONS AND VOTING RELATED TO SUCH PROGRAM(S) (BOTH AT THE OUTSET AND ON AN ONGOING BASIS), BUT THAT THE BOARD MEMBER NEED NOT RESIGN HIS/HER SEAT ON THE BOARD. (3) DETERMINE THAT THE INDIVIDUAL MUST RESIGN FROM HIS/HER SERVICE TO ASAE, ASAE FOUNDATION, OR ABSI BECAUSE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT IS SO PERVASIVE THAT THE INDIVIDUAL WOULD SELDOM, IF EVER, LIKELY BE ABLE TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION. FOR EXAMPLE, IF AN INDIVIDUAL BOARD MEMBER ALSO WORKS FOR A COMPANY THAT PRODUCES EDUCATIONAL PROGRAMS THAT COMPETE WITH MOST OF THE EDUCATIONAL PROGRAMS OF ASAE FOUNDATION, THE AUDIT COMMITTEE OR FOUNDATION BOARD MAY DETERMINE THAT THE INDIVIDUAL SHOULD RESIGN FROM THE ASAE FOUNDATION BOARD. (4) THE SPECIAL PROCEDURE BELOW IS APPLICABLE TO ALL INSTANCES IN WHICH AN INDIVIDUAL (OR THE INDIVIDUAL'S COMPANY, ORGANIZATION OR ANOTHER ENTITY FOR WHICH THE INDIVIDUAL SERVES IN A LEADERSHIP, EMPLOYMENT OR OWNERSHIP CAPACITY, OR A MEMBER OF THE INDIVIDUAL'S FAMILY) SEEKS TO PROVIDE GOODS OR SERVICES TO ASAE, ASAE FOUNDATION, OR ABSI AS A PAID VENDOR, OR SEEKS TO RECEIVE A SIGNIFICANT GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS. THIS PROCEDURE SHALL NOT APPLY TO PRE-EXISTING RELATIONSHIPS WITH INDIVIDUALS THAT PREVIOUSLY HAVE BEEN DISCLOSED TO, AND WAIVED BY, THE AUDIT COMMITTEE OR THE BOARD OF THE RELEVANT ORGANIZATION. (A) THE INDIVIDUAL MUST DISCLOSE TO THE APPLICABLE CHAIRMAN IN ADVANCE OF ANY RELATED ACTION TO BE TAKEN BY THE BOARD HIS/HER INTENT TO SEEK TO PROVIDE GOODS OR SERVICES AS A PAID VENDOR TO ASAE, ASAE FOUNDATION, OR ABSI, OR TO RECEIVE A GRANT OR CONTRACT FROM ONE OF THE THREE ORGANIZATIONS; (B) THE INDIVIDUAL MUST RECUSE HIMSELF/HERSELF FROM ALL DELIBERATIONS AND VOTING RELATED TO THE CONTEMPLATED ACTION; (C) IF THE VALUE OF THE TRANSACTION EXCEEDS $5,000, ASAE, ASAE FOUNDATION, OR ABSI MUST, THROUGH A REQUEST FOR PROPOSAL PROCESS, HAVE SOLICITED PROPOSALS BROADLY FROM OTHER QUALIFIED VENDORS / PROSPECTIVE GRANT OR CONTRACT RECIPIENTS AND RECEIVED (OR ATTEMPTED TO RECEIVE) WRITTEN BIDS FROM AT LEAST THREE SUCH INDIVIDUALS / ENTITIES (INCLUDING THE INDIVIDUAL IN QUESTION); (D) THE BOARD MUST DETERMINE (WITHOUT THE PRESENCE OR PARTICIPATION OF THE INDIVIDUAL) THAT THE TRANSACTION IS FAIR AND IN THE BEST INTERESTS OF ASAE, ASAE FOUNDATION OR ABSI BASED ON ALL OF THE FACTS AND CIRCUMSTANCES, AND SUCH DETERMINATION (INCLUDING THE FACT THAT IT WAS MADE IN THE ABSENCE OF THE INDIVIDUAL) SHALL BE DOCUMENTED AS PART OF THE RELEVANT MEETING MINUTES (ALL COMPETING BIDS RECEIVED SHALL BE RETAINED AS WELL); AND (E) IF SELECTED, THE INDIVIDUAL MAY NOT PARTICIPATE IN ANY PROCESS BY WHICH HIS/HER PERFORMANCE AS A VENDOR / GRANT OR CONTRACT RECIPIENT IS EVALUATED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | ASAE & ASAE FOUNDATION'S COMPENSATION POLICY IS DEFINED IN ITS BOARD POLICY MANUAL, AND CONSISTS OF THE FOLLOWING: PRESIDENT & CEO PERFORMANCE EVALUATION AND COMPENSATION: THIS RESPONSIBILITY IS VESTED WITH THE ASAE BOARD OF DIRECTORS. THE ASAE BOARD OF DIRECTORS IS CHARGED WITH ENSURING THAT THE ANNUAL EVALUATION IS CONDUCTED AND COMPENSATION ESTABLISHED. A COMPENSATION COMMITTEE CONSISTING OF THE IMMEDIATE PAST CHAIRMAN OF THE BOARD, CHAIRMAN OF THE BOARD, AND CHAIRMAN-ELECT WILL RECOMMEND COMPENSATION LEVELS TO THE ASAE BOARD OF DIRECTORS. IN ADDITION, THE PRESIDENT AND CEO'S ANNUAL OBJECTIVES ARE APPROVED BY THE ASAE BOARD OF DIRECTORS. IT IS THESE AGREED UPON OBJECTIVES THAT ARE USED TO EVALUATE PERFORMANCE EACH YEAR. CEO COMPENSATION PHILOSOPHY THE COMPENSATION PACKAGE, VIEWED AS A WHOLE, SHOULD PROMOTE PERFORMANCE-BASED RESULTS LINKED TO THE ACHIEVEMENT OF ASAE & ASAE FOUNDATION'S MISSION AND STRATEGIC GOALS. THE COMPENSATION PROGRAM SHOULD ENCOURAGE AN ENTREPRENEURIAL AND MEMBER SERVICE ENVIRONMENT IN COLLABORATION WITH THE VOLUNTEER LEADERSHIP TO DETERMINE, GUIDE, AND OVERSEE THE EXECUTION OF ASAE & ASAE FOUNDATION'S STRATEGIC GOALS AND MISSION. GIVEN THE UNIQUE SET OF SKILLS NEEDED TO ACCOMPLISH THE MISSION AND GOALS SET FORTH ABOVE, THE TOTAL COMPENSATION -- DIRECT AND INDIRECT -- SHOULD BE TARGETED ABOVE THE MARKET MEDIAN, YET BE DEMONSTRABLY REASONABLE RELATIVE TO THE TOTAL COMPENSATION OFFERED BY ORGANIZATIONS COMPARABLE TO ASAE & ASAE FOUNDATION. THE COMPENSATION PHILOSOPHY SHOULD BE VIEWED PERIODICALLY TO ENSURE THAT IT CONTINUES TO BE ALIGNED WITH ASAE & ASAE FOUNDATION'S STRATEGIC DIRECTION AND FINANCIAL LIMITS AND CONTINUES TO BE BOTH REASONABLE AND COMPETITIVE. CEO COMPENSATION PRACTICES THE ASAE & ASAE FOUNDATION COMPENSATION PROGRAM IS TARGETED TO PROVIDE COMPETITIVE TOTAL COMPENSATION LEVELS (INCLUDING BOTH ANNUAL CASH COMPENSATION AND SUPPLEMENTAL BENEFITS) FOR HIGHLY COMPETITIVE PERFORMANCE. COMPENSATION IS BENCHMARKED AGAINST DATA DEVELOPED BY INDEPENDENT CONSULTANTS USING SURVEYS COMPRISED OF ORGANIZATIONS WITH SIMILAR INDIVIDUAL MEMBERSHIP AND GENERAL NON-PROFIT ORGANIZATIONS, BOTH REGIONAL AND NATIONAL. THESE ORGANIZATIONS ARE SIMILAR TO ASAE & ASAE FOUNDATION IN MAGNITUDE, COMPLEXITY, AND SCOPE OF RESPONSIBILITY, AND THEY ARE REPRESENTATIVE OF THE VARIOUS MARKETS IN WHICH ASAE & ASAE FOUNDATION COMPETE FOR TALENT. TOTAL CASH COMPENSATION IS TARGETED AT THE COMPETITIVE RANGE OF 85% - 115% OF THE 75TH PERCENTILE OF DEVELOPED MARKET RATES, DEPENDING ON TENURE AND EXPERIENCE OF THE CEO. CONSISTENT WITH THIS STRATEGY, THE FOLLOWING PRINCIPLES PROVIDE A FRAMEWORK FOR ASAE & ASAE FOUNDATION'S EXECUTIVE COMPENSATION PROGRAM: -- TOTAL ANNUAL CASH COMPENSATION (CONSISTING OF BASE PAY AND A VARIABLE, AT-RISK INCENTIVE) IS POSITIONED AT 85% - 115% OF THE 75TH PERCENTILE OF DEVELOPED MARKET RATES; -- THE MIX OF TOTAL COMPENSATION ELEMENTS WILL REFLECT COMPETITIVE MARKET REQUIREMENTS AND STRATEGIC BUSINESS NEEDS; -- COMPENSATION IS LINKED TO BOTH QUALITATIVE AND BEHAVIORAL EXPECTATIONS, AND KEY OPERATIONAL AND STRATEGIC METRICS; AND -- COMPENSATION WILL BE DIFFERENTIATED ON THE FOLLOWING BASIS: BASE PAY - ON RELATIVE RESPONSIBILITY; ANNUAL INCENTIVES - ON PERFORMANCE; AND SUPPLEMENTAL BENEFITS - ON LONG-TERM PERFORMANCE. BASE PAY -- DETERMINED BY INDIVIDUAL PERFORMANCE AND COMPARISONS TO SIMILAR POSITIONS IN INDIVIDUAL MEMBERSHIP AND GENERAL NON-PROFIT ORGANIZATIONS. PAY IS ESTABLISHED BASED ON JOB RESPONSIBILITY, LEVEL OF EXPERIENCE, INDIVIDUAL CONTRIBUTION TO THE BUSINESS, ANALYSES OF COMPETITIVE INDUSTRY PRACTICE AND VARIOUS OTHER QUALITATIVE AND QUANTITATIVE PERFORMANCE FACTORS. ANNUAL INCENTIVE -- THE TARGET ANNUAL INCENTIVE AMOUNT IS DETERMINED BASED ON THE MARKET PRACTICES OF THE COMPARATOR GROUP AS DESCRIBED ABOVE. THE ANNUAL INCENTIVE AWARD IS BASED ON THE ACHIEVEMENT OF PREDETERMINED FINANCIAL, STRATEGIC, BUSINESS, AND INDIVIDUAL GOALS. THE PRIMARY QUANTITATIVE FACTORS REVIEWED BY THE BOARD OF DIRECTORS INCLUDE AS FINANCIAL MEASURES NET INCOME, REVENUE, TOTAL MEMBERSHIP AND ACHIEVEMENT OF OTHER BOARD PRIORITIES AS DEFINED EACH YEAR BY THE BOARD OF DIRECTORS. AMONG THE QUALITATIVE FACTORS EVALUATED BY THE BOARD OF DIRECTORS ARE PROGRESS IN THE ACHIEVEMENT OF THE ORGANIZATIONS SHORT-TERM AND LONG-TERM BUSINESS GOALS, MEMBER SATISFACTION, AND THE EFFECTIVE MANAGEMENT OF ASAE & ASAE FOUNDATION AND ITS HUMAN RESOURCES. SUPPLEMENTAL BENEFITS -- UNDER THE SUPPLEMENTAL BENEFITS PLAN, THE BOARD OF DIRECTORS GRANTS DEFERRED SALARY AND SUPPLEMENTAL INCOME ARRANGEMENTS, BENEFITS AND PERQUISITES SUBJECT TO INDIVIDUAL LONG TERM PERFORMANCE. THESE AWARDS AND SUPPLEMENTAL BENEFITS ARE PROVIDED IN LINE WITH COMPETITIVE PRACTICES OF THE COMPARATOR GROUP. THE OBJECTIVES FOR THESE AWARDS ARE TO CLOSELY ALIGN EXECUTIVE INTERESTS WITH THE LONGER-TERM INTERESTS OF STAKEHOLDERS AND TO RETAIN THE SKILLS CRITICAL TO THE FUTURE SUCCESS OF ASAE & ASAE FOUNDATION. ------------ OTHER KEY OFFICERS/EMPLOYEES UNDER BYLAW AND CEO CONTRACT, THE BALANCE OF STAFF ARE UNDER THE AUTHORITY OF CEO. STAFF COMPENSATION POLICY DECISIONS TAKE INTO CONSIDERATION ASAE & ASAE FOUNDATION'S OVERALL FINANCIAL CONDITION, EQUITY WITHIN THE ORGANIZATION, AND COMPETITIVE SALARY PLANNING. ASAE'S HUMAN RESOURCES DEPARTMENT IS RESPONSIBLE FOR ADMINISTRATION OF AND ONGOING INTERNAL REVIEW OF ALL COMPENSATION PLANS AND POLICIES. THIS COMPENSATION REVIEW HELPS ASAE & ASAE FOUNDATION MAINTAIN AND ADMINISTER A COMPENSATION PLAN THAT ACCURATELY AND FAIRLY REFLECTS EACH INDIVIDUAL'S RESPONSIBILITIES AND PERFORMANCE. ASAE & ASAE FOUNDATION'S STAFF SALARY ADMINISTRATION PROGRAM(S) CONSIST OF THE FOLLOWING: -- JOB EVALUATION - THIS IS A SYSTEMATIC METHOD OF DETERMINING THE VALUE OF EACH JOB WITHIN THE ASSOCIATION, INCLUDING REVIEW OF SKILLS, EDUCATIONAL PREREQUISITES AND CONTRIBUTION TO THE ORGANIZATION. -- SALARY STRUCTURE - POSITIONS ARE EVALUATED AND POSITIONS WITH SIMILAR VALUES ARE PLACED IN A SALARY GRADE THAT IS REVIEWED IN TERMS OF ITS COMPETITIVENESS WITHIN THE MARKET AND OUR ORGANIZATIONAL NEEDS. EACH GRADE HAS A MINIMUM, WHICH IS THE LOWEST RECOMMENDED SALARY TO BE OFFERED TO AN INDIVIDUAL WHO MEETS THE MINIMUM QUALIFICATIONS OF THE POSITION; A MIDPOINT, REPRESENTING THE SALARY AT WHICH A FULLY QUALIFIED AND EXPERIENCED STAFF MEMBER WHO SATISFACTORILY PERFORMS ALL THE SPECIFICATIONS OF A POSITION IS PAID WITHIN THE MARKETPLACE; AND A MAXIMUM, WHICH IS THE UPPER LIMIT OF THE SALARY RANGE. A THIRD PARTY IS ENGAGED PERIODICALLY TO REVIEW THE COMPENSATION PACKAGE OF THE EXECUTIVE STAFF AND/OR FULL STAFF RELATIVE TO BASE COMPENSATION, BONUS AND INCENTIVE PROGRAMS COMPARATIVE TO MARKET. -- SALARY BUDGET AND GUIDELINES - ASAE & ASAE FOUNDATION'S ANNUAL SALARY BUDGET IS DEVELOPED ANNUALLY IN ORDER TO ALLOCATE MONIES NEEDED TO MAINTAIN STAFF MEMBER SALARIES AT COMPETITIVE LEVELS, SUBJECT TO BUDGETARY LIMITATIONS. AN ANNUAL MERIT POOL IS DEVELOPED AND APPROVED AS PART OF THE BUDGET CYCLE. THE CHIEF ADMINISTRATIVE OFFICER IS RESPONSIBLE FOR THE ADMINISTRATION OF THE PROGRAM, AND ALL INCREASES ARE SUBJECT TO THE APPROVAL OF THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 19 | SOME GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE - ASAE BYLAWS, STRATEGIC FRAMEWORK - WHAT WE DO AND OUR PROMISE, CODE OF CONDUCT AND BOARD CONTACT INFORMATION. THE CONFLICT OF INTEREST POLICY IS CURRENTLY NOT POSTED, BUT PROVIDED AS A SAMPLE DOCUMENT UPON REQUEST. PUBLIC INSPECTION COPIES OF THE 990 ARE PROVIDED UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 513,463. EQUITY IN SUBSIDIARIES 1,037,882. TAX BASIS PARTNERSHIP REVENUE -1,066,432. TOTAL TO FORM 990, PART XI, LINE 5: 484,913. |
| FORM 990, PART XII, LINCE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| ASAE FOUNDATION | |||||||||
| 1575 EYE ST NW | WASHINGTON | DC | 20005 | 521300485 | RESEARCH AND EDUCATION FOR THE ASSOCIATION COMMUNITY | DC | 501(C)(3) | LINE 7 | 0 |
| AM SOCIETY OF ASSN EXECUTIVES POLITICAL ACTION COMMITTEE | |||||||||
| 1575 EYE ST NW | WASHINGTON | DC | 20005 | 521746813 | POLITICAL ACTION COMMITTEE | DC | 527 | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1575 EYE STREET ASSOCIATES LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 EYE ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521083648 | EIN |
| Primary Activity | RENTAL OF HEADQUARTERS BUILDING | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Predominant Income Type | UNRELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASAE BUSINESS SERVICES INC | |||||||||||
| 1575 EYE ST NW | WASHINGTON | DC | 20006 | 521066386 | INSURANCE AND OTHER SERVICES | DC | C | 2633392 | 3008780 | 1.00000 | |
| ASAE INSURANCE COMPANY | |||||||||||
| 1575 EYE ST NW | WASHINGTON | DC | 20006 | 030335958 | INSURANCE AND OTHER SERVICES | DC | C | 2654946 | 5967601 | 1.00000 | ASAE BUSINESS SERVICES INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| 1575 EYE STREET ASSOCIATES LP | |
| J | 1752913 |
| ASAE BUSINESS SERVICES INC | |
| I | 1402620 |
| ASAE BUSINESS SERVICES INC | |
| R | 80335 |
| ASAE FOUNDATION | |
| B | 25760 |
| ASAE FOUNDATION | |
| I | 7148641 |
| ASAE FOUNDATION | |
| Q | 18801 |
| ASAE FOUNDATION | |
| G | 1609406 |