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← AMERICAN STATISTICAL ASSOCIATION

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 Ensor

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Dionne Price

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5
  • Scarlett Bellamy

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Nicholas Horton

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Maria Matilde Kam

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Ruixiao Lu

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Catherine Calder

    SECTIONS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Rebecca A Hubbard

    SECTIONS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Michelle Shardell

    SECTIONS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Bin Nan

    PUBLICATION REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Alexandra M Schmidt

    INT'L REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Alexandra L Hanlon

    CHAPTERS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Ji-Hyun Lee

    CHAPTERS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Kendra Schmid

    CHAPTERS REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    5
  • Ronald 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 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 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 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 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 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 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

Provenance

Return type
form_990
Tax year
2022
Filed
8 September 2023
IRS schema version
2022v5.0
Source object
202302519349301855

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