Form 990 for tax year 2022
Filed by AMERICAN STATISTICAL ASSOCIATION.
Totals
- Total revenue
- $10,068,439
- Total expenses
- $10,923,499
- Contributions and grants received
- $1,193,872
- Grants paid
- $241,980
- Program service revenue
- $6,367,594
- Investment income
- $941,150
- Other revenue
- $1,565,823
- Total assets, end of year
- $24,832,895
- Total liabilities, end of year
- $5,482,768
- Net assets or fund balances, end of year
- $19,350,127
- Program services expenses (Part IX)
- $9,188,259
- Management and general expenses
- $1,512,135
- Fundraising expenses
- $223,105
- Program service expenses (Part III)
- $9,188,259
Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,193,872
-
2a · Program service revenue: MEETINGS & CONFERENCE
total $3,705,510 · related or exempt $3,705,510
-
2b · Program service revenue: MEMBERSHIP DUES
total $1,742,662 · related or exempt $1,742,662
-
2c · Program service revenue: PUBLICATIONS
total $771,617 · related or exempt $89,744 · unrelated business $681,873
-
2d · Program service revenue: SECTION INCOME
total $123,000 · related or exempt $123,000
-
2e · Program service revenue: ACCREDITATION
total $24,805 · unrelated business $24,805
-
3 · Investment income
total $453,456 · excluded $453,456
-
5 · Royalties
total $1,513,824 · excluded $1,513,824
-
7a · Gross sales of assets other than inventory
securities $1,050,969 · other assets $813,871
-
7b · Less cost or other basis and sales expenses
securities $1,050,446 · other assets $326,700
-
7c · Gain or loss
securities $523 · other assets $487,171
-
7d · Net gain or loss
total $487,694 · excluded $487,694
-
11a · Other revenue: OTHER REVENUE
total $47,204 · excluded $47,204
-
11b · Other revenue: MAILING LIST RENTAL
total $4,795 · excluded $4,795
-
11e · Other revenue, total
$51,999
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $91,250 · program services $91,250
-
2 · Grants to domestic individuals
total $133,925 · program services $133,925
-
3 · Grants to foreign organizations and individuals
total $16,805 · program services $16,805
-
5 · Compensation of officers, directors and key employees
total $780,110 · program services $656,187 · management and general $107,990 · fundraising $15,933
-
7 · Other salaries and wages
total $3,053,707 · program services $2,568,614 · management and general $422,723 · fundraising $62,370
-
8 · Pension plan contributions
total $286,901 · program services $241,325 · management and general $39,716 · fundraising $5,860
-
9 · Other employee benefits
total $492,865 · program services $414,572 · management and general $68,227 · fundraising $10,066
-
10 · Payroll taxes
total $233,187 · program services $196,144 · management and general $32,280 · fundraising $4,763
-
11b · Fees: legal
total $13,337 · program services $11,219 · management and general $1,846 · fundraising $272
-
11c · Fees: accounting
total $44,781 · program services $37,667 · management and general $6,199 · fundraising $915
-
11g · Fees: other
total $559,217 · program services $470,383 · management and general $77,412 · fundraising $11,422
-
12 · Advertising and promotion
total $45,075 · program services $37,914 · management and general $6,240 · fundraising $921
-
13 · Office expenses
total $549,846 · program services $462,501 · management and general $76,115 · fundraising $11,230
-
14 · Information technology
total $453,679 · program services $381,610 · management and general $62,803 · fundraising $9,266
-
17 · Travel
total $130,326 · program services $109,623 · management and general $18,041 · fundraising $2,662
-
19 · Conferences, conventions and meetings
total $2,562,973 · program services $2,155,835 · management and general $354,791 · fundraising $52,347
-
20 · Interest
total $81,709 · program services $68,729 · management and general $11,311 · fundraising $1,669
-
22 · Depreciation, depletion and amortization
total $359,656 · program services $302,523 · management and general $49,787 · fundraising $7,346
-
23 · Insurance
total $65,710 · program services $55,272 · management and general $9,096 · fundraising $1,342
-
24a · Other expenses: UBIT TAXES
total $125,697 · program services $105,730 · management and general $17,400 · fundraising $2,567
-
24b · Other expenses: PRINTING & PUBLICATIONS
total $340,428 · program services $286,350 · management and general $47,125 · fundraising $6,953
-
24c · Other expenses: DUES/SUBSCRIPTIONS
total $155,959 · program services $131,185 · management and general $21,589 · fundraising $3,185
-
24d · Other expenses: AWARDS AND PLAQUES
total $145,796 · program services $122,636 · management and general $20,182 · fundraising $2,978
-
24e · All other expenses
total $200,560 · program services $130,260 · management and general $61,262 · fundraising $9,038
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $700 · end of year $700
-
2 · Savings and temporary cash investments
beginning of year $374,601 · end of year $246,390
-
4 · Accounts receivable
beginning of year $533,613 · end of year $906,000
-
9 · Prepaid expenses and deferred charges
beginning of year $578,373 · end of year $338,794
-
10a · Land, buildings and equipment: cost or other basis
$10,557,052
-
10b · Land, buildings and equipment: accumulated depreciation
$5,628,881
-
10c · Land, buildings and equipment, net
beginning of year $5,421,633 · end of year $4,928,171
-
11 · Investments: publicly traded securities
beginning of year $23,086,328 · end of year $18,229,732
-
13 · Investments: program-related
beginning of year $101,985 · end of year $147,157
-
14 · Intangible assets
beginning of year $42,588 · end of year $35,951
-
17 · Accounts payable and accrued expenses
beginning of year $1,016,812 · end of year $935,246
-
19 · Deferred revenue
beginning of year $1,841,272 · end of year $2,104,471
-
20 · Tax-exempt bond liabilities
beginning of year $2,612,782 · end of year $2,240,544
-
25 · Other liabilities
beginning of year $153,715 · end of year $202,507
-
27 · Net assets without donor restrictions
beginning of year $22,125,533 · end of year $17,249,698
-
28 · Net assets with donor restrictions
beginning of year $2,389,707 · end of year $2,100,429
Mission and programs · 2022
Mission
PROMOTING THE PRACTICE AND PROFESSION OF STATISTICS.
-
MEETINGS: THE ASSOCIATION PROVIDES FOR VARIOUS MEETINGS AND WORKSHOPS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN STATISTICAL THEORY AND APPLICATION. THESE MEETINGS OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF RESEARCH FINDINGS AMONG COLLEAGUES.
Expenses $2,738,454 · Revenue $3,705,510
-
PROGRAMS: VARIOUS PROJECTS UNDERTAKEN TO FURTHER STATISTICS AMONG THE PUBLIC. THIS INCLUDES EXPENSES FOR VARIOUS AWARDS PRESENTED, WHICH INCREASE THE VISIBILITY OF STATISTICS AND ITS METHODS WITH THE GENERAL PUBLIC, INCLUDING SCIENCE POLICY, VARIOUS STATISTICAL OUTREACH PROGRAMS, A PUBLIC AWARENESS CAMPAIGN, AND ONLINE JOB ADVERTISING FOR STATISTICS POSITIONS.
Expenses $2,438,935 · Grants $195,118
-
PUBLICATIONS: THE ASSOCIATION PRODUCES VARIOUS PUBLICATIONS AND MAGAZINES. THESE PUBLICATIONS REPRESENT THE ASSOCIATION'S COMMITMENT TO THE ONGOING ENHANCEMENT OF STATISTICAL EDUCATION AND THE PUBLIC'S UNDERSTANDING OF STATISTICS.
Expenses $1,154,855 · Revenue $771,617
-
SECTION EXPENSES: REPRESENT THE ASSOCIATION'S ORGANIZATION IN GROUPS BY PROFESSIONAL SUBJECT MATTER. THESE SECTIONS FACILITATE PROFESSIONAL INTERCHANGES AND RESEARCH OPPORTUNITIES IN STATISTICS.
Expenses $1,079,465 · Grants $37,862 · Revenue $123,000
-
MEMBERSHIP DEVELOPMENT: COSTS RELATED TO MEMBER SERVICE MAINTENANCE.
Expenses $958,691 · Revenue $1,742,662
-
EDUCATION: THE ASSOCIATION OFFERS A WIDE RANGE OF CONTINUING EDUCATION OPPORTUNITIES, WHICH REPRESENT A FORUM FOR EMERGING STATISTICS RESEARCH. THESE PROGRAMS INCLUDE WORKSHOPS, LECTURES, AND EXPENSES RELATED TO THE PRODUCTION AND SALE OF EDUCATIONAL MATERIALS. ADDITIONALLY, THE ASSOCIATION ADVOCATES AND PROVIDES MATERIALS FOR STATISTICS EDUCATION AT THE K-12, COMMUNITY COLLEGE UNDERGRADUATE, AND GRADUATE LEVELS, AND PROVIDES LEADERSHIP IN THE EDUCATION COMMUNITY ABOUT STATISTICS AND DATA SCIENCE.
Expenses $391,539 · Grants $9,000
-
GRANTS AND AWARDS: REPRESENT EXPENSES RELATED TO PROVIDING ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE STATISTICAL EDUCATION THROUGH THE SUPPORT OF FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES.
Expenses $426,320
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Katherine EnsorKATHERINE ENSOR
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Dionne PriceDIONNE PRICE
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 5
-
Scarlett BellamySCARLETT BELLAMY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Nicholas HortonNICHOLAS HORTON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Maria Matilde KamMARIA MATILDE KAM
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Ruixiao LuRUIXIAO LU
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Catherine CalderCATHERINE CALDER
SECTIONS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Rebecca A HubbardREBECCA A HUBBARD
SECTIONS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Michelle ShardellMICHELLE SHARDELL
SECTIONS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Bin NanBIN NAN
PUBLICATION REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Alexandra M SchmidtALEXANDRA M SCHMIDT
INT'L REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Alexandra L HanlonALEXANDRA L HANLON
CHAPTERS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Ji-Hyun LeeJI-HYUN LEE
CHAPTERS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Kendra SchmidKENDRA SCHMID
CHAPTERS REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 5
-
Ronald L WassersteinRONALD L WASSERSTEIN
EXECUTIVE DIRECTOR & SECRETARY
- Total calculated
- $409,980
- From this org
- $370,001
- From related orgs
- $0
- Other
- $39,979
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $358,326
- Bonus
- $10,000
- Other
- $1,675
- Deferred
- $9,150
- Nontaxable benefits
- $31,979
- Filer's total
- $411,130
-
Stephen PorzioSTEPHEN PORZIO
ASSOC ED & COO
- Total calculated
- $367,831
- From this org
- $326,512
- From related orgs
- $0
- Other
- $41,319
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $317,928
- Bonus
- $7,500
- Other
- $1,084
- Deferred
- $9,150
- Nontaxable benefits
- $33,319
- Filer's total
- $368,981
-
Donna LalondeDONNA LALONDE
DIRECTOR OF STRATEGIC INIT
- Total calculated
- $240,003
- From this org
- $224,289
- From related orgs
- $0
- Other
- $15,714
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,126
- Bonus
- $3,500
- Other
- $1,663
- Deferred
- $6,594
- Nontaxable benefits
- $10,270
- Filer's total
- $241,153
-
Stephen PiersonSTEPHEN PIERSON
DIRECTOR OF SCIENCE POLICY
- Total calculated
- $229,875
- From this org
- $194,712
- From related orgs
- $0
- Other
- $35,163
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,128
- Bonus
- $2,500
- Other
- $1,084
- Deferred
- $2,994
- Nontaxable benefits
- $33,319
- Filer's total
- $231,025
-
Timothy GillTIMOTHY GILL
DIRECTOR OF IT
- Total calculated
- $216,020
- From this org
- $180,712
- From related orgs
- $0
- Other
- $35,308
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,128
- Bonus
- $4,500
- Other
- $1,084
- Deferred
- $5,439
- Nontaxable benefits
- $31,019
- Filer's total
- $217,170
-
Amy FarrisAMY FARRIS
DIRECTOR OF MEMBERSHIP
- Total calculated
- $177,647
- From this org
- $142,107
- From related orgs
- $0
- Other
- $35,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,229
- Bonus
- $3,500
- Other
- $378
- Deferred
- $4,371
- Nontaxable benefits
- $32,319
- Filer's total
- $178,797
-
Adriano SarmientoADRIANO SARMIENTO
ACCOUNTING MANAGER
- Total calculated
- $152,573
- From this org
- $139,456
- From related orgs
- $0
- Other
- $13,117
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,992
- Bonus
- $1,500
- Other
- $2,964
- Deferred
- $4,080
- Nontaxable benefits
- $10,166
- Filer's total
- $153,702
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
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
PURDUE UNIVERSITY
$40,000
PROGRAM SUPPORT AND SPONSORSHIP
-
$15,000
PROGRAM SUPPORT AND SPONSORSHIP
-
PROGRAM SUPPORT AND SPONSORHSIP
-
$8,000
PROGRAM SUPPORT AND SPONSORSHIP
-
PROGRAM SUPPORT AND SPONSORSHIP
-
CAUSE - PENN STATE UNIVERSITY
$6,500
PROGRAM SUPPORT AND SPONSORSHIP
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302519349301855
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.