Form 990 for tax year 2023
Filed by AMERICAN SOCIETY FOR TESTING AND MATERIALS.
Totals
- Total revenue
- $106,887,003
- Total expenses
- $124,958,433
- Contributions and grants received
- $464,293
- Grants paid
- $272,916
- Program service revenue
- $99,071,604
- Investment income
- $7,328,835
- Other revenue
- $22,271
- Total assets, end of year
- $471,027,528
- Total liabilities, end of year
- $33,006,613
- Net assets or fund balances, end of year
- $438,020,915
- Program services expenses (Part IX)
- $106,463,546
- Management and general expenses
- $18,494,887
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $106,463,546
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
WILLIAM A ELLS
CHAIR OF THE BOARD
- Total calculated
- $12,262
- From this org
- $12,262
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
BILL GRIESE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
AMER BIN AHMED
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
CASANDRA W ROBINSON
FINANCE & AUDIT CHAIR
- Total calculated
- $3,584
- From this org
- $3,584
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
RALPH J BASILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LATASHA BECKMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CESAR A CONSTANTINO
DIRECTOR
- Total calculated
- $5,791
- From this org
- $5,791
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
SCOTT FENWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TRIPP FISCHER
DIRECTOR
- Total calculated
- $2,752
- From this org
- $2,752
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
ALEXANDRA FLORIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LINDA FREEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANET L GBUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN HADJIOANNOU
DIRECTOR
- Total calculated
- $2,997
- From this org
- $2,997
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
LINDSEY HAMILL
DIRECTOR
- Total calculated
- $4,065
- From this org
- $4,065
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
CHAW SING HO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN R LOGAR
DIRECTOR
- Total calculated
- $4,548
- From this org
- $4,548
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
TIMOTHY J MORRIS
DIRECTOR
- Total calculated
- $4,249
- From this org
- $4,249
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
ELISE OWEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER R REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIA SCHIMMELPENNINGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN P SHIELS
DIRECTOR
- Total calculated
- $3,569
- From this org
- $3,569
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
PAMELA M SHINKODA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW WASHABAUGH
DIRECTOR
- Total calculated
- $3,722
- From this org
- $3,722
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
DEBRA R WILSON
DIRECTOR
- Total calculated
- $3,262
- From this org
- $3,262
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
KATHARINE E MORGAN
PRESIDENT
- Total calculated
- $973,222
- From this org
- $656,084
- From related orgs
- $0
- Other
- $317,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $574,533
- Bonus
- $61,156
- Other
- $20,395
- Deferred
- $286,879
- Nontaxable benefits
- $30,259
- Filer's total
- $973,222
-
HEIDI TURLEY
VP FINANCE & ADMIN/TREASURER
- Total calculated
- $433,678
- From this org
- $339,858
- From related orgs
- $0
- Other
- $93,820
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $305,047
- Bonus
- $32,721
- Other
- $2,090
- Deferred
- $53,981
- Nontaxable benefits
- $39,839
- Filer's total
- $433,678
-
THOMAS O'BRIEN
VP GENERAL COUNSEL
- Total calculated
- $704,732
- From this org
- $509,966
- From related orgs
- $0
- Other
- $194,766
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $439,133
- Bonus
- $46,939
- Other
- $23,894
- Deferred
- $164,507
- Nontaxable benefits
- $30,259
- Filer's total
- $704,732
-
DANIEL SMITH
VICE PRESIDENT, TCO
- Total calculated
- $637,406
- From this org
- $378,416
- From related orgs
- $0
- Other
- $258,990
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $338,613
- Bonus
- $35,554
- Other
- $4,249
- Deferred
- $257,525
- Nontaxable benefits
- $1,465
- Filer's total
- $637,406
-
TERESA CENDROWSKA
VP GLOBAL COOP
- Total calculated
- $618,605
- From this org
- $297,647
- From related orgs
- $0
- Other
- $320,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $262,653
- Bonus
- $28,343
- Other
- $6,651
- Deferred
- $290,861
- Nontaxable benefits
- $30,097
- Filer's total
- $618,605
-
TIMOTHY BROOKE
VP LAB SERVICES & CERT
- Total calculated
- $562,613
- From this org
- $342,264
- From related orgs
- $0
- Other
- $220,349
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $307,363
- Bonus
- $32,964
- Other
- $1,937
- Deferred
- $180,510
- Nontaxable benefits
- $39,839
- Filer's total
- $562,613
-
RICHARD LINDBERG
VP & CHIEF INFORMATION OFFICER
- Total calculated
- $514,065
- From this org
- $390,006
- From related orgs
- $0
- Other
- $124,059
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $346,524
- Bonus
- $37,179
- Other
- $6,303
- Deferred
- $93,895
- Nontaxable benefits
- $30,164
- Filer's total
- $514,065
-
BRIAN MEINCKE
VP GLOBAL BUSINESS DEV
- Total calculated
- $507,748
- From this org
- $370,364
- From related orgs
- $0
- Other
- $137,384
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $329,602
- Bonus
- $35,405
- Other
- $5,357
- Deferred
- $97,545
- Nontaxable benefits
- $39,839
- Filer's total
- $507,748
-
JEFFREY GROVE
VP GLOBAL POLICY
- Total calculated
- $505,098
- From this org
- $339,060
- From related orgs
- $0
- Other
- $166,038
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $304,266
- Bonus
- $32,974
- Other
- $1,820
- Deferred
- $131,797
- Nontaxable benefits
- $34,241
- Filer's total
- $505,098
-
STUART RADCLIFFE
VP SALES & MARKETING
- Total calculated
- $465,838
- From this org
- $382,014
- From related orgs
- $0
- Other
- $83,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $339,341
- Bonus
- $36,099
- Other
- $6,574
- Deferred
- $80,590
- Nontaxable benefits
- $3,234
- Filer's total
- $465,838
-
MOHSEN SEIFI
VP GLOBAL ADVANCED MFG
- Total calculated
- $404,395
- From this org
- $324,257
- From related orgs
- $0
- Other
- $80,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,784
- Bonus
- $32,083
- Other
- $1,390
- Deferred
- $40,167
- Nontaxable benefits
- $39,971
- Filer's total
- $404,395
-
NICHOLAS ECART
DIRECTOR INTERNATIONAL SALES
- Total calculated
- $523,556
- From this org
- $419,030
- From related orgs
- $0
- Other
- $104,526
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $391,358
- Bonus
- $27,672
- Other
- $0
- Deferred
- $104,526
- Nontaxable benefits
- $0
- Filer's total
- $523,556
-
SAJITH KARAYIL
CHIEF ENTERPRISE ARCHITECT
- Total calculated
- $396,097
- From this org
- $311,065
- From related orgs
- $0
- Other
- $85,032
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $288,464
- Bonus
- $21,971
- Other
- $630
- Deferred
- $49,286
- Nontaxable benefits
- $35,746
- Filer's total
- $396,097
-
JOHN GALLAGHER
DIRECTOR, SALES
- Total calculated
- $374,638
- From this org
- $277,979
- From related orgs
- $0
- Other
- $96,659
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,221
- Bonus
- $19,441
- Other
- $317
- Deferred
- $83,639
- Nontaxable benefits
- $13,020
- Filer's total
- $374,638
-
JENNIFER YAGLENSKI
GENERAL MANAGER, TCO
- Total calculated
- $367,882
- From this org
- $229,469
- From related orgs
- $0
- Other
- $138,413
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,373
- Bonus
- $16,466
- Other
- $630
- Deferred
- $112,487
- Nontaxable benefits
- $25,926
- Filer's total
- $367,882
-
CHRISTOPHER MCCULLOUGH
GM, PROGRAM DEV, LAB SERV
- Total calculated
- $325,980
- From this org
- $248,155
- From related orgs
- $0
- Other
- $77,825
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,693
- Bonus
- $17,656
- Other
- $1,806
- Deferred
- $38,018
- Nontaxable benefits
- $39,807
- Filer's total
- $325,980
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1a · Tax indemnification and gross-up payments
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 5a · Pay contingent on this organization's revenues
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- TRAVEL FOR COMPANIONS WHEN ASTM PAYS FOR COMPANION TRAVEL, THE AMOUNT IS INCLUDED IN THE INDIVIDUAL'S W-2 OR 1099. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ASTM TAXES THE SPLIT DOLLAR LIFE INSURANCE BENEFIT. THE ORGANIZATION'S ARRANGEMENT WITH THE PARTICIPANTS INCLUDES PAYING THE TAX OBLIGATION ON THAT BENEFIT; THEREFORE, ASTM HAS GROSSED UP FOR THIS IMPUTED INCOME.
- PART I, LINE 4B
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WAS TERMINATED AND THE EMPLOYEES DID NOT RECEIVE ANY BENEFITS UNDER SUCH PLAN. ASTM HAS ANSWERED PART I, QUESTION 4B AS 'YES' TO REPRESENT A SPLIT DOLLAR AGREEMENT. THE PARTICIPANTS IN THE SPLIT DOLLAR AGREEMENT BEGINNING IN 2023 WERE AS FOLLOWS: KATHARINE E. MORGAN, PRESIDENT THOMAS O'BRIEN, VP GENERAL COUNSEL TIMOTHY BROOKE, VP LAB SERVICES AND CERTIFICATION JEFFREY GROVE, VP GLOBAL POLICY RICHARD LINDBERG, VP & CHIEF INFORMATION OFFICER BRIAN MEINCKE, VP GLOBAL BUSINESS DEVELOPMENT STUART RADCLIFFE, VP SALES & MARKETING MOHSEN SEIFI, VP GLOBAL ADVANCED MANUFACTURING DANIEL SMITH, VP TCO HEIDI TURLEY, VP FINANCE & ADMINISTRATION/TREASURER PLEASE SEE SCHEDULE L NARRATIVES FOR FURTHER DETAILS.
- PART I, LINE 5
- ASTM MADE COMMISSIONS THAT ARE PAYMENTS BASED ON SATISFACTION OF THE PERFORMANCE TARGET AND ARE INCLUDED IN THE INDIVIDUAL'S BASE SALARY.
- PART I, LINE 7
- NON-FIXED PAYMENTS THE ORGANIZATION PROVIDES THE OPPORTUNITY FOR CERTAIN NON-FIXED PAYMENTS TO EMPLOYEES, DESCRIBED AS FOLLOWS: THE EXECUTIVE COMMITTEE OF THE BOARD MAY SET CERTAIN ANNUAL NON-FINANCIAL GOALS FOR THE ORGANIZATION. IF THOSE GOALS ARE MET, THEN AN INCENTIVE IS PAID. NO INCENTIVE OR OTHER NON-FIXED PAYMENTS ARE CONTINGENT UPON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION.
- SCHEDULE J, PART II, COLUMN C:
- THE FORM 990 REQUIRES REPORTING AS DEFERRED COMPENSATION THE ANNUAL INCREASE OR DECREASE IN ACTUARIAL VALUE, IF ANY, OF A DEFINED BENEFIT PLAN. THE TAX YEAR 2023 INCREASE IS REFLECTED IN COLUMN C. ALSO INCLUDED IN PART II, COLUMN C, IS EMPLOYER CONTRIBUTIONS TO THE DEFINED CONTRIBUTION (403(B)) PLAN.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$21,000
FURTHER ORGS MISSION
-
FURTHER ORGS MISSION
-
FURTHER ORGS MISSION
-
FURTHER ORGS MISSION
-
$11,807
FURTHER ORGS MISSION
-
$10,000
FURTHER ORGS MISSION
-
$10,000
FURTHER ORGS MISSION
-
$8,000
FURTHER ORGS MISSION
-
$7,500
FURTHER ORGS MISSION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SAFETY EQUIPMENT INSTITUTE INC
501(C)(3) · SAFETY TEST · PA · controlled entity
Directly controlled by ASTM
-
501(C)(3) · MONITORING CENTER · PA · controlled entity
Directly controlled by ASTM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ASTM STANDARDS ACTIVITIES/MEMBERSHIP (ASIA) · DE · income $1,334 · assets $19,766
Directly controlled by ASTM
-
ASTM STANDARDS ACTIVITIES/MEMBERSHIP (EUROPE & MIDDLE EAST) · DE · income $0 · assets $0
Directly controlled by ASTM
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ASTM INTERNATIONAL LLC BEIJING CO LTD
C · ASTM STANDARDS ACTIVITES/MEMBERSHIP · CH · 100% owned · share of income $186,858 · share of assets $214,697 · controlled entity
Directly controlled by ASTM INTERNATIONAL LLC
-
ASTM ASIA PACIFIC LIMITED
C · ASTM STANDARDS ACTIVITIES/MEMBERSHIP · SN · 100% owned · share of income $1,163,474 · share of assets $661,647 · controlled entity
Directly controlled by ASTM INTERNATIONAL LLC
-
ASTM INTERNATIONAL UK
C · ASTM STANDARDS ACTIVITIES/MEMBERSHIP · UK · 100% owned · controlled entity
Directly controlled by ASTM INTERNATIONAL LLC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423179349308992
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