HEALTH & FITNESS ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH & FITNESS ASSOCIATION (EIN 36-3133254)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-07
- IRS object ID
- 202600979349300905
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-07T09:27:29-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363133254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH & FITNESS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 6179510055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FARGO STREET 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ CLARK | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6179510055 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LIZ CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FARGO STREET 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,464,635 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HEALTHANDFITNESS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO GROW, PROTECT, & PROMOTE THE INDUSTRY & PROVIDE MEMBERS WITH BENEFITS TO HELP LEAD TO SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $747,903 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,321 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,873 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,773,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,141,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,899 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,391 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,933,624 | PYTotalRevenueAmt |
| CY Total Revenue | $11,464,635 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,799,068 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,223,249 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,634,321 | PYOtherExpensesAmt |
| CY Other Expenses | $6,549,528 | CYOtherExpensesAmt |
| PY Total Expenses | $7,433,889 | PYTotalExpensesAmt |
| CY Total Expenses | $9,772,777 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,499,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,691,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,995,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,408,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,444,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,149,035 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,550,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,259,171 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HFA IS TO PROTECT, PROMOTE AND GROW THE HEALTH AND FITNESS INDUSTRY. WE SUPPORT ACTIVE, HEALTHY LIVING BY ADVOCATING FOR HEALTH AND FITNESS BUSINESSES, DELIVERING INDUSTRY RESEARCH, AND PROVIDING EDUCATION THAT DRIVES PROFESSIONAL GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVOCACY AND PUBLIC POLICY ENGAGEMENT: THE HEALTH & FITNESS ASSOCIATION (HFA) PROVIDES NONPARTISAN ADVOCACY AND PUBLIC POLICY ENGAGEMENT ON BEHALF OF THE HEALTH AND FITNESS INDUSTRY AT THE FEDERAL AND STATE LEVELS. THIS WORK IS FOCUSED ON EDUCATION, POLICY ANALYSIS, AND INDUSTRY REPRESENTATION, AND IS DESIGNED TO INFORM POLICYMAKERS, REGULATORS, AND STAKEHOLDERS ABOUT THE INDUSTRY'S ECONOMIC, OPERATIONAL, AND PUBLIC-HEALTH CONTRIBUTIONS. HFA MONITORS LEGISLATIVE AND REGULATORY DEVELOPMENTS AFFECTING HEALTH AND FITNESS BUSINESSES; CONDUCTS RESEARCH AND ANALYSIS TO ASSESS POTENTIAL IMPACTS; AND SHARES OBJECTIVE, EVIDENCE-BASED INFORMATION WITH POLICYMAKERS AND THE PUBLIC. AT THE FEDERAL LEVEL, HFA ENGAGES WITH AGENCIES AND CONGRESSIONAL OFFICES TO PROVIDE INDUSTRY DATA AND TECHNICAL EXPERTISE. AT THE STATE LEVEL, HFA TRACKS POLICY ACTIVITY NATIONWIDE AND SUPPORTS INFORMED DIALOGUE WITH STATE OFFICIALS. HFA ALSO DELIVERS EDUCATIONAL BRIEFINGS, WEBINARS, MEETINGS, AND WRITTEN RESOURCES TO HELP INDUSTRY STAKEHOLDERS UNDERSTAND POLICY DEVELOPMENTS AND REGULATORY REQUIREMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETINGS: CONDUCTS SEVERAL IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, WEBINARS, AND MEETINGS, DESIGNED TO MOTIVATE AND EDUCATE CLUB OWNERS, MANAGERS, AND STAFF TO IMPROVE CLUB MANAGEMENT AND OPERATIONS. IN FY25, OVER 10,000 INDIVIDUALS ATTENDED HFA EVENTS, INCLUDING TWO IN-PERSON CONFERENCES, ONE OF WHICH INCLUDED A TRADE SHOW. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP: THE HEALTH AND FITNESS ASSOCIATION REPRESENTS OVER 100,000 HEALTH CLUBS, GYMS, AND STUDIOS ACROSS THE GLOBE. MORE THAN 15,600 CLUBS ARE INVOLVED IN LEADERSHIP ENGAGEMENT THROUGH HFA. HFA HAS OVER 6,700 MEMBERS IN 36 COUNTRIES. THE ORGANIZATION PROVIDES LEGAL, LEGISLATIVE, PUBLIC RELATIONS, NETWORKING, AND MARKETING ACTIVITIES DURING THE CURRENT FISCAL YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| RESEARCH: CONDUCTS ORIGINAL, DATA-DRIVEN RESEARCH TO ADVANCE PUBLIC UNDERSTANDING OF THE HEALTH AND FITNESS INDUSTRY AND TO SUPPORT EVIDENCE-BASED POLICYMAKING, ADVOCACY, AND PROFESSIONAL DECISION-MAKING. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, HFA PRODUCED AND DISSEMINATED A COMPREHENSIVE PORTFOLIO OF MORE THAN 10 INDUSTRY RESEARCH REPORTS, INCLUDING CONSUMER SURVEYS, ECONOMIC ANALYSES, AND DATA BRIEFINGS DESIGNED TO QUANTIFY THE INDUSTRY'S ECONOMIC, SOCIAL, AND PUBLIC-HEALTH IMPACT. THESE RESEARCH INITIATIVES ANALYZED DATA FROM TENS OF THOUSANDS OF SURVEY RESPONDENTS ACROSS MULTIPLE COUNTRIES. RESEARCH FINDINGS INFORMED DOZENS OF MEDIA ARTICLES, TRADE PUBLICATIONS, AND POLICY DISCUSSIONS, EXTENDING REACH TO POLICYMAKERS, BUSINESSES, AND THE GENERAL PUBLIC. HFA RESEARCH REPORTS, SUMMARIES, AND DATA VISUALIZATIONS WERE ACCESSED OR DOWNLOADED THOUSANDS OF TIMES ACROSS HFA PLATFORMS (ESTIMATED). LONG-TERM, HFA WILL CONTINUE TO SERVE AS A LEADING GLOBAL SOURCE OF AUTHORITATIVE FITNESS INDUSTRY DATA, EXPANDING THE USE OF ECONOMIC AND BEHAVIORAL RESEARCH TO QUANTIFY THE SOCIETAL VALUE OF PHYSICAL ACTIVITY AND ENSURE PUBLIC ACCESS TO EVIDENCE-BASED INSIGHTS THAT ADVANCE HEALTH OUTCOMES AND INFORM POLICY. |
| PUBLICATIONS: PUBLISHED A PRINTED MAGAZINE CONSISTING OF 10 ISSUES AND 2 SPECIAL EDITIONS ISTRIBUTED TO APPROXIMATELY 10,000 PEOPLE.CURRENT FISCAL YEAR. PUBLISHED REPORTS, ARTICLES, VIDEOS, ND OTHER RESOURCES DESIGNED TO MOTIVATE AND EDUCATE CLUBOWNERS AND MANAGERS IN RUNNING THEIR BUSINESSES MORE EFFECTIVELY. DEVELOPED RESOURCES ADDRESSING FITNESS AND HEALTH CONCERNS IN ORDER TO PROVIDE CLUB OWNERS, OPERATORS, INDUSTRY SUPPLIERS, INVESTORS, AND THE PUBLIC CREDIBLE INFORMATIONON THE WORLDWIDE HEALTH CLUB INDUSTRY AND TO BETTER UNDERSTAND WHY PEOPLE JOIN HEALTH CLUBS AND WHAT MOTIVATES THEM TO STAY PHYSICALLY ACTIVE. ASSISTED MEMBERS WITH INFORMATION NEEDS THROUGH PERSON-TO-PERSON DISCUSSION AND ONLINE RESOURCES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIZ CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179510055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FARGO STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRIS SMITH | ||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $15,000 | $0 | $0 | |
| LUKE CARLSON | ||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AHMAR AZAM | ||||||||
| FINANCE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AARON MOORE | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD BEDDIE | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JJ CREEGAN | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL DAVIS | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH FIORELLA | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA GONZALEZ | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ORI GORFINE | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD IDGAR | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEL KLEIST | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK LINDSETH | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AL NOSHIRVANI | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SANDERS | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW STEVENS | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY WALSH | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LONI WANG | ||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ CLARK | ||||||||
| PRESIDENT & CEO | 40.00 | 5.00 | Yes (X) | $570,015 | $0 | $41,554 | ||
| PAMELA KUFAHL | ||||||||
| SR DIRECTOR OF COMMUNICATIONS | 40.00 | 5.00 | $119,866 | $0 | $16,834 | Yes (X) | ||
| MICHELE EYNON | ||||||||
| VP OF ADVERTISING | 40.00 | 0.00 | $149,950 | $0 | $4,985 | Yes (X) | ||
| LYNNE DEVANEY | ||||||||
| VP OF SPONSORSHIP/ DEVEL. | 40.00 | 1.00 | $143,277 | $0 | $39,054 | Yes (X) | ||
| MIKE GOSCINSKI | ||||||||
| VP OF GOVERNMENT AFFAIRS | 40.00 | 0.00 | $168,266 | $0 | $16,818 | Yes (X) | ||
| JEFFREY SOLSBY | ||||||||
| SR VP OF COMMUNICATIONS THRU 4/4/25 | 40.00 | 0.00 | $199,099 | $0 | $15,001 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,365,473 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,246 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| 25 DOHERTY AVE | AVON | MA | 02322 | MANAGEMENT | $637,545 |
| DARTMOUTH PRINTING COMPANY | |||||
| 69 LYME ROAD | HANOVER | NH | 03755 | PUBLISHING | $276,897 |
| HOLLAND-MARK LLC | |||||
| ONE BEACON STREET | BOSTON | MA | 02108 | ADVERTISING | $228,269 |
| BRIESE & ASSOCIATES | |||||
| PO BOX 1505 | CASTLE ROCK | CO | 80104 | FINANCIAL STRATEGY SERVICE | $223,742 |
| ACTIVE PLANET MEDIA | |||||
| 12021 WILLSHIRE BLVD 150 | LOS ANGELES | CA | 90025 | PUBLISHING | $140,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $100,867 | AllOtherContributionsAmt |
| Total Contributions | $100,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS & TRADE SHOWS | 900099 | $7,084,337 | $7,084,337 | |
| MEMBERSHIP DUES | 900099 | $2,196,978 | $2,196,978 | |
| OTHER PROGRAM SERVICES | 900099 | $1,055,318 | $1,055,318 | |
| ADVERTISING | 541800 | $700,407 | $700,407 | |
| OTHER PROGRAM SERVICES | 900099 | $56,841 | $56,841 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,496 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,496 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,141,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,391 | TotalRevenueColumnAmt |
| Exclusion | $222,391 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,464,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,393,474 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $747,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,950 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,774 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,480 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,712 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,333 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,852 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,808 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,756 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,635 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,251 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,324 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,200 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,214 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,419 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100,503 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,506 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,000 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,235 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,472 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRODUCTION FEES | $666,880 |
| MISCELLANEOUS FEES | $218,009 |
| SPECIFIC INITIATIVES | $182,808 |
| STAFF INCENTIVES AND GI | $16,287 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,769 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,772,777 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,803,839 | BOYAmt |
| EOY | $2,551,193 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,868,482 | BOYAmt |
| EOY | $5,953,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,059 | BOYAmt |
| EOY | $60,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,774 | BOYAmt |
| EOY | $91,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $472,264 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $356,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,676 | BOYAmt |
| EOY | $115,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,688 | BOYAmt |
| EOY | $1,635,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,995,518 | BOYAmt |
| EOY | $10,408,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,650 | BOYAmt |
| EOY | $785,715 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,952 | BOYAmt |
| EOY | $2,309,449 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,421 | BOYAmt |
| EOY | $1,774,531 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,664 | BOYAmt |
| EOY | $1,279,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,444,687 | BOYAmt |
| EOY | $6,149,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,298,115 | BOYAmt |
| EOY | $4,016,917 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,716 | BOYAmt |
| EOY | $242,254 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,550,831 | BOYAmt |
| EOY | $4,259,171 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,995,518 | BOYAmt |
| EOY | $10,408,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,691,858 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,930 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$32,448 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,013,157 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $402,580 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $402,580 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $402,580 | AggregateReportedDuesNtcAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DUES FROM MEMBERS | THE $2,013,157 IN LINE 1 INCLUDES ALL NON-FOREIGN MEMBER DUES. THIS INCLUDES $1,718,219 OF RENEWAL MEMBERSHIP DUES AND $294,938 OF NEW MEMBER DUES. MEMBERS WERE ALSO NOTIFIED THE 19.95%, (OR $402,580) OF TOTAL DUES OF $2,013,157 WAS RELATED TO LOBBYING EXPENDITURES AND THEREFORE NOT DEDUCTIBLE. |
| SCHEDULE C, PART III-B, LINE 2A | THE $402,580 CURRENT YEAR LOBBYING EXPENDITURES ON LINE 2A IS COMPOSED OF $221,823 THE PORTION OF THE DUES ATTRIBUTABLE TO LOBBYING, AND $180,757 IN LOBBYING EXPENSES FROM ADDITIONAL DIRECT SUPPORT. |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,180 | DepreciationAmt |
| Book Value | $17,442 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,127 | DepreciationAmt |
| Book Value | $49,072 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,207 | DepreciationAmt |
| Book Value | $49,236 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,750 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $417,526 |
| RIGHT OF USE ASSET, NET OF AMORTIZATION | $1,187,927 |
| SOFTWARE, NET OF AMORTIZATION | $29,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,635,328 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $1,279,340 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,279,340 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION. NONE OF THE ENTITIES ARE CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | CONSULTING | $212,479 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | CONSULTING | CONSULTING | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $247,479 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $247,479 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LIZ CLARK | ||||||||||||||
| PRESIDENT & CEO | $457,590 | $0 | $112,425 | $0 | $0 | $0 | $6,723 | $0 | $34,831 | $0 | $611,569 | $0 | $0 | $0 |
| JEFFREY SOLSBY | ||||||||||||||
| SR VP OF COMMUNICATIONS THRU 4/4/25 | $194,099 | $0 | $5,000 | $0 | $0 | $0 | $3,102 | $0 | $11,899 | $0 | $214,100 | $0 | $0 | $0 |
| MIKE GOSCINSKI | ||||||||||||||
| VP OF GOVERNMENT AFFAIRS | $164,266 | $0 | $4,000 | $0 | $0 | $0 | $4,539 | $0 | $12,279 | $0 | $185,084 | $0 | $0 | $0 |
| LYNNE DEVANEY | ||||||||||||||
| VP OF SPONSORSHIP/ DEVEL. | $139,777 | $0 | $3,500 | $0 | $0 | $0 | $4,411 | $0 | $34,643 | $0 | $182,331 | $0 | $0 | $0 |
| MICHELE EYNON | ||||||||||||||
| VP OF ADVERTISING | $148,950 | $0 | $1,000 | $0 | $0 | $0 | $4,433 | $0 | $552 | $0 | $154,935 | $0 | $0 | $0 |
| PAMELA KUFAHL | ||||||||||||||
| SR DIRECTOR OF COMMUNICATIONS | $117,366 | $0 | $2,500 | $0 | $0 | $0 | $3,705 | $0 | $13,129 | $0 | $136,700 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CEO COMPENSATION FOR RENEWING THE PRESIDENT/ CEO CONTRACT FOR ANOTHER TERM, THE CHAIRMAN OF THE BOARD ENGAGED AN INDEPENDENT COMPENSATION CONSULTING FIRM TO REVIEW CEO COMPENSATION DATA FOR ORGANIZATIONS WITH COMPARABLE BUDGETS, STAFF SIZES, AND MISSIONS. THE CONSULTANT PROVIDES MARKET-BASED RECOMMENDATIONS TO THE BOARD. THE BOARD THEN REVIEWS THESE RECOMMENDATIONS ALONGSIDE THE ANNUAL PERFORMANCE EVALUATION OF THE CEO CONDUCTED BY THE CHAIRMAN OF THE BOARD. THIS EVALUATION MEASURES WHETHER ESTABLISHED KPIS WERE ACHIEVED AND TO WHAT DEGREE. BASED ON BOTH MARKET DATA AND PERFORMANCE OUTCOMES, THE BOARD DETERMINES ANY COMPENSATION/BONUS ADJUSTMENTS. STAFF COMPENSATION A SIMILAR PROCESS IS FOLLOWED FOR STAFF POSITIONS. MARKET COMPENSATION DATA IS REVIEWED USING: - ASAE COMPENSATION SURVEYS - LOCAL MARKET SALARY DATA FOR COMPARABLE POSITIONS THIS ANALYSIS IS CONDUCTED BY INDEPENDENT CONSULTANT | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | HFA IS A MEMBERSHIP ORGANIZATION, FOR HEALTH CLUBS, BUSINESSES AND SUPPLIERS SERVING THE HEALTH, RACQUET & SPORTSCLUB INDUSTRY. THERE ARE TWO CLASSES OF MEMBERSHIP - STANDARD AND PREMIUM. STANDARD MEMBERSHIP IS DESIGNED FOR THE OWNER/OPERATOR THAT WANTS TO GROW THEIR FITNESS BUSINESS, DEVELOP SKILLS, TRAIN STAFF, AND CONTRIBUTE TO THE INDUSTRY. PREMIUM MEMBERSHIP IS DESIGNED FOR THE OWNER/OPERATOR THAT WANTS TO LEAD THEIR COMPANY AND THE INDUSTRY AS A WHOLE TO THE HIGHEST LEVELS OF SUCCESS. THESE ARE THE MOST ENGAGED MEMBERS, TYPICALLY HIGHLY INVOLVED IN ADVOCACY EFFORTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | BETWEEN TWO AND FOUR NEW BOARD MEMBERS ARE ELECTED ANNUALLY BY THE CURRENT MEMBERS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS FOR PREPARING THE 990 WAS PLANNED WITH THE CEO, SENIOR MANAGEMENT, ACCOUNTING STAFF AND INDEPENDENT ACCOUNTING FIRM. THE INDEPENDENT ACCOUNTING FIRM PREPARED THE RETURNS USING INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS AND INFORMATION FURNISHED BY MANAGEMENT. INFORMATION REQUESTS FROM THE ACCOUNTING FIRM WERE REVIEWED BY THE CEO IN ADVANCE OF PREPARATION AND THEN SENT TO THE ACCOUNTING FIRM. DRAFTS OF THE RETURNS WERE REVIEWED IN DETAIL BY THE VP OF FINANCE AND OPERATIONS AND ANY QUESTIONS AND CONCERNS WERE DISCUSSED WITH THE ACCOUNTING FIRM. FINAL RETURNS WERE REVIEWED IN DETAIL BY THE CEO PRIOR TO SIGNATURE AND FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | HFA'S CONFLICT OF INTEREST AND ETHICS POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. DIRECTORS MUST DISCLOSE IN WRITING ALL CONFLICTS OF INTEREST ON AT LEAST AN ANNUAL BASIS AND AS SOON AS PRACTICABLE FOR CONFLICTS ARISING IN THE INTERIM. MATTERS IN WHICH THE DIRECTOR DOES NOT BELIEVE THERE IS A CONFLICT OF INTEREST BUT NEVERTHELESS THERE MAY BE A PERCEPTION OF A CONFLICT, MUST BE DISCLOSED TO THE BOARD OF DIRECTORS TO DETERMINE WHETHER OR NOT AN ACTUAL CONFLICT EXISTS. ANY CHARGE MUST BE INVESTIGATED PROMPTLY AND MAY RESULT IN ANY DISCIPLINARY ACTION DEEMED APPROPRIATE BY THE BOARD. THE ORGANIZATION ENFORCES THIS POLICY BY FOLLOWING UP WITH THE BOARD MEMBERS IF THE ANNUAL STATEMENT IS NOT RETURNED. THE ORGANIZATION'S CONFLICT OF INTEREST & ETHICS POLICY COVERS EACH MEMBER OF THE ORGANIZATION'S BOARD OFFICERS, KEY EMPLOYEES AND OTHER EMPLOYEES ARE EXPECTED TO ADHERE TO THE SAME GENERAL GUIDELINES OF PROFESSIONAL BEHAVIOR AS STATED IN THE BOARD'S CONFLICT OF INTEREST & ETHICS POLICY. DIRECTORS MUST EXCUSE THEMSELVES FROM DISCUSSIONS AND VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. IF THE COMMITTEE FINDS THAT A VIOLATION HAS OCCURRED, IT MAY RECOMMEND, AND THE BOARD MAY IMPOSE, ANY DISCIPLINARY ACTION DEEMED APPROPRIATE, INCLUDING WRITTEN REPRIMAND, SUSPENSION FROM THE BOARD, OR REMOVAL FROM THE BOARD. THE BOARD MEMBERS' ANNUAL STATEMENT OF COMPLIANCE IS SENT TO THE CEO. ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE CHAIR, THE FINANCE COMMITTEE OR THE BOARD MEMBER WARRANTED. ALSO, ANY HFA MEMBER MAY NOTIFY THE CHAIRPERSON OF AN ALLEGED BREACH OF THE POLICY. IF THE CHAIRPERSON IS THE SUBJECT OF THE CHARGE, THEN NOTIFICATION SHALL GO TO THE SECRETARY. THIS NOTICE MUST BE IN WRITING AND SIGNED BY THE MEMBER(S) BRINGING THE CHARGE. UPON RECEIPT, THE CHAIR PERSON (OR SECRETARY) SHALL APPOINT A COMMITTEE TO REVIEW THE CHARGE. THE COMMITTEE SHALL CONSIST OF AT LEAST THREE PEOPLE, WHO NEED NOT BE BOARD MEMBERS. AT THE REQUEST OF THE DIRECTOR, THE COMMITTEE SHALL HOLD A HEARING (IN PERSON OR BY CONFERENCE CALL) PRIOR TO REACHING A DECISION. THE DIRECTOR MAY APPEAR AT THE HEARING TO RESPOND TO ALL CHARGES. ALSO AT ANY TIME, THE COMMITTEE HAS THE DISCRETION TO ATTEMPT TO REACH A SETTLEMENT OF THE MATTER. THE COMMITTEE REPORTS ITS FINDINGS TO THE BOARD OF DIRECTORS (EXCLUDING THE ACCUSED PERSON), ALONG WITH ANY RECOMMENDATIONS AS TO SETTLEMENT AND/OR DISCIPLINE. THE DIRECTOR SHALL HAVE AN OPPORTUNITY TO SUBMIT A WRITTEN RESPONSE TO THE BOARD REGARDING THE COMMITTEE'S FINDINGS AND RECOMMENDATIONS. THE BOARD (EXCLUDING THE ACCUSED DIRECTOR) MAY ACCEPT THE COMMITTEE'S FINDINGS AND RECOMMENDATIONS, MAY MODIFY THEM, OR MAY REFER THE MATTER BACK TO THE COMMITTEE FOR FURTHER CONSIDERATION. THE BOARD'S DECISION WILL BE COMMUNICATED TO THE DIRECTOR, THE CHARGING MEMBER(S), AND OTHERS ON A NEED-TO-KNOW BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION THE CHAIRMAN OF THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO REVIEW CEO COMPENSATION DATA FOR ORGANIZATIONS WITH COMPARABLE BUDGETS, STAFF SIZES, AND MISSIONS. THE CONSULTANT PROVIDES MARKET-BASED RECOMMENDATIONS TO THE BOARD. THE BOARD THEN REVIEWS THESE RECOMMENDATIONS ALONGSIDE THE ANNUAL PERFORMANCE EVALUATION OF THE CEO CONDUCTED BY THE CHAIRMAN OF THE BOARD. THIS EVALUATION MEASURES WHETHER ESTABLISHED KPIS WERE ACHIEVED AND TO WHAT DEGREE. BASED ON BOTH MARKET DATA AND PERFORMANCE OUTCOMES, THE BOARD DETERMINES ANY COMPENSATION ADJUSTMENTS. STAFF COMPENSATION A SIMILAR PROCESS IS FOLLOWED FOR STAFF POSITIONS. MARKET COMPENSATION DATA IS REVIEWED USING: ASAE COMPENSATION SURVEYS LOCAL MARKET SALARY DATA FOR COMPARABLE POSITIONS THIS ANALYSIS IS CONDUCTED BY INDEPENDENT CONTRACTORS, INCLUDING A STRATEGIC FINANCIAL ADVISOR AND HR CONSULTANTS. EACH EMPLOYEE COMPLETES A WRITTEN SELF-REVIEW OUTLINING THEIR ROLE, RESPONSIBILITIES, AND ACCOMPLISHMENTS, WHICH IS THEN CONSIDERED AS PART OF THE EVALUATION PROCESS. COMPENSATION DECISIONS FOR KEY STAFF POSITIONS ARE MADE BY THE PRESIDENT/CEO, INFORMED BY MARKET DATA AND PERFORMANCE REVIEWS. MOST RECENT COMPLETION OF THE PROCESS THE MOST RECENT INDEPENDENT COMPENSATION REVIEW WAS COMPLETED AT THE END OF 2025 IN PREPARATION FOR A NEW CONTRACT PERIOD BEGINNING IN 2026 AND BEYOND. THE CONTINUATION OF THE CEO'S CONTRACT FOR 2025 WAS APPROVED JOINTLY BY THE CHAIRMAN OF THE BOARD AND THE COMPENSATION COMMITTEE, WITH FINAL APPROVAL BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | HFA'S BYLAWS & MEETING MINUTES ARE AVAILABLE ONLINE AT WWW.HEALTHANDFITNESS.ORG. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE ONLINE BUT IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AUDITED OR REVIEWED ANNUALLY. FINANCIAL RESULTS ARE DISCLOSED TO THE MEMBERSHIP AT THE ANNUAL MEETING AND PRINTED COPIES OF THE ENTIRE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR DISTRIBUTION AT THE ANNUAL MEETING AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES 371,724. CONTRACT FEES 669,735. PROFESSIONAL FEES 247,297. |
| FORM 990, PART XI, LINE 9: | FOUNDATION? -32,448. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| FITPAC | ||||||||||
| 70 FARGO ST 7TH FLOOR | BOSTON | MA | 02210 | 043423145 | PAC | MA | 527 | HFA | Yes (1) | |
| IHRSA FOUNDATION | ||||||||||
| 70 FARGO ST 7TH FLOOR | BOSTON | MA | 02210 | 800819632 | RES & EDUC | MA | 501(C)(3) | HFA | Yes (1) | 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH AND FITNESS ASSOCIATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $97,581 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |