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← AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES

Form 990 for tax year 2022

Filed by AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES.

Totals

Total revenue
$21,137,852
Total expenses
$22,826,433
Contributions and grants received
$120,138
Grants paid
$57,254
Program service revenue
$18,316,464
Investment income
$886,095
Other revenue
$1,815,155
Total assets, end of year
$57,181,668
Total liabilities, end of year
$16,163,136
Net assets or fund balances, end of year
$41,018,532
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1c · Fundraising events

    $120,138

  • 2a · Program service revenue: MEETINGS, EXPOS, EDUCT

    total $10,457,536 · related or exempt $9,809,010 · unrelated business $648,526

  • 2b · Program service revenue: MEMBERSHIP

    total $4,045,821 · related or exempt $4,045,821

  • 2c · Program service revenue: PERIODICALS/PUBLICATIO

    total $1,636,064 · unrelated business $1,636,064

  • 2d · Program service revenue: SPONSORSHIPS

    total $1,570,633 · related or exempt $1,570,633

  • 2e · Program service revenue: AWARDS & PROF. CERTIFI

    total $589,406 · related or exempt $589,406

  • 2f · All other program service revenue

    total $17,004 · related or exempt $17,004

  • 3 · Investment income

    total $886,095 · excluded $886,095

  • 5 · Royalties

    total $610,989 · excluded $610,989

  • 8a · Fundraising events: gross income

    $881,011

  • 8a · Fundraising events: contributions included on line 1c

    $120,138

  • 8b · Fundraising events: direct expenses

    $880,043

  • 8c · Net income from fundraising events

    total $968 · excluded $968

  • 10a · Gross sales of inventory

    $545,594

  • 10b · Cost of goods sold

    $39,376

  • 10c · Net income from sales of inventory

    total $506,218 · excluded $506,218

  • 11a · Other revenue: WEB SITE LISTINGS

    total $693,064 · unrelated business $693,064

  • 11b · Other revenue: MAILING LIST RENTALS

    total $3,916 · excluded $3,916

  • 11e · Other revenue, total

    $696,980

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $57,254

  • 5 · Compensation of officers, directors and key employees

    total $1,526,873

  • 7 · Other salaries and wages

    total $6,464,886

  • 8 · Pension plan contributions

    total $781,993

  • 9 · Other employee benefits

    total $1,019,656

  • 10 · Payroll taxes

    total $498,833

  • 11b · Fees: legal

    total $276,344

  • 11d · Fees: lobbying

    total $80,014

  • 11f · Fees: investment management

    total $144,841

  • 11g · Fees: other

    total $4,817,754

  • 12 · Advertising and promotion

    total $390,146

  • 13 · Office expenses

    total $990,570

  • 14 · Information technology

    total $1,029,952

  • 15 · Royalties

    total $18,530

  • 16 · Occupancy

    total $1,799,220

  • 17 · Travel

    total $572,690

  • 19 · Conferences, conventions and meetings

    total $3,005,477

  • 22 · Depreciation, depletion and amortization

    total $228,035

  • 23 · Insurance

    total $197,093

  • 24a · Other expenses: TEMP HELP

    total $525,162

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $137,998

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $95,513

  • 24d · Other expenses: BOARD COMMITTEE AWARDS

    total $39,613

  • 24e · All other expenses

    total -$1,872,014

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,749,946 · end of year $2,021,033

  • 4 · Accounts receivable

    beginning of year $4,507,742 · end of year $3,629,278

  • 8 · Inventories for sale or use

    beginning of year $61,461 · end of year $58,648

  • 9 · Prepaid expenses and deferred charges

    beginning of year $411,934 · end of year $433,852

  • 10a · Land, buildings and equipment: cost or other basis

    $5,351,219

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,791,197

  • 10c · Land, buildings and equipment, net

    beginning of year $743,683 · end of year $560,022

  • 11 · Investments: publicly traded securities

    beginning of year $29,284,723 · end of year $31,060,930

  • 12 · Investments: other securities

    beginning of year $6,694,525 · end of year $7,118,375

  • 15 · Other assets

    beginning of year $8,671,622 · end of year $12,299,530

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,041,262 · end of year $3,635,459

  • 19 · Deferred revenue

    beginning of year $4,485,449 · end of year $5,912,117

  • 25 · Other liabilities

    beginning of year $8,791,608 · end of year $6,615,560

  • 27 · Net assets without donor restrictions

    beginning of year $35,779,566 · end of year $40,990,781

  • 28 · Net assets with donor restrictions

    beginning of year $27,751 · end of year $27,751

Mission and programs · 2022

Mission

ASAE'S MISSION IS TO HELP ASSOCIATIONS AND ASSOCIATION PROFESSIONALS TRANSFORM SOCIETY THROUGH THE POWER OF COLLABORATION. WE ACCOMPLISH THIS BY FOSTERING A LEARNING COMMUNITY OF ASSOCIATION PROFESSIONALS, INDUSTRY PARTNERS, OUTSIDE THOUGHT LEADERS, AND OTHER STAKEHOLDERS WHO EMBRACE THIS VISION. IN FULFILLING ITS MISSION, ASAE HAS CREATED HUNDREDS OF PRODUCTS, SERVICES, PROGRAMS AND PUBLICATIONS THAT ENCOURAGE THE PROFESSIONAL GROWTH AND DEVELOPMENT OF ASSOCIATION EXECUTIVES.

Activities or mission (Part I)

THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE) IS AN INDIVIDUAL MEMBERSHIP ORGANIZATION OF MORE THAN 50,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING MORE THAN 7,400 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES, AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN 50 COUNTRIES AROUND THE GLOBE. OUR MEMBERS ORGANIZATIONS REPRESENT SUCH ESSENTIAL INDUSTRIES AND PROFESSIONS AS HEALTH CARE, MANUFACTURING, BANKING, LAW, ENERGY, INSURANCE, AND THE LIST GOES ON. WE ARE ALSO A LEADING VOICE FOR THE NONPROFIT SECTOR, ADVOCATING FOR VOLUNTARY ORGANIZATIONS SO THAT THEY MAY CONTINUE TO IMPROVE THE QUALITY OF LIFE IN THE UNITED STATES.

  • PROFESSIONAL DEVELOPMENT -- ASAE OFFERS MORE THAN 75 LEARNING EXPERIENCES FOR ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS AT ALL EXPERIENCE LEVELS. THESE LEARNING PROGRAMS ARE HELD FACE-TO-FACE IN WASHINGTON, DC, AND IN LOCATIONS AROUND THE COUNTRY, AS WELL AS ONLINE. SIGNATURE PROGRAMS INCLUDE: ANNUAL MEETING; GREAT IDEAS CONFERENCES; INVITATIONAL FORUM ON LEADERSHIP & MANAGEMENT; BUSINESS OF MEETINGS CERTIFICATE PROGRAM; ASSOCIATIONS AT WORK CONFERENCE; TECHNOLOGY CONFERENCE; AND MARKETING, MEMBERSHIP, AND COMMUNICATIONS CONFERENCE.

  • MEMBERSHIP -- THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES IS A MEMBERSHIP ORGANIZATION OF MORE THAN 40,000 ASSOCIATION EXECUTIVES AND INDUSTRY PARTNERS REPRESENTING 7,400 ORGANIZATIONS. ITS MEMBERS MANAGE LEADING TRADE ASSOCIATIONS, INDIVIDUAL MEMBERSHIP SOCIETIES AND VOLUNTARY ORGANIZATIONS ACROSS THE UNITED STATES AND IN NEARLY 50 COUNTRIES AROUND THE WORLD. ASAE IS THE PREMIER SOURCE OF LEARNING AND KNOWLEDGE FOR THE ASSOCIATION AND NONPROFIT PROFESSION, AND PROVIDES RESOURCES, EDUCATION, IDEAS AND ADVOCACY TO ENHANCE THE POWER AND PERFORMANCE OF THE ASSOCIATION AND NONPROFIT COMMUNITY.

  • LEARNING CENTER FACILITY -- ASAE OPERATES A LEARNING FACILITY IN WASHINGTON, DC THAT IS AVAILABLE FOR ORGANIZATIONS TO HOLD A VARIETY OF EVENTS. THE FACILITY IS ALSO USED FOR ASAE'S OWN EDUCATIONAL PROGRAMS. THE FACILITY IS LOCATED AT 1575 I STREET, NW AND IS A FULL-SERVICE MEETING FACILITY LOCATED A FEW BLOCKS FROM THE WHITE HOUSE. THE CONFERENCE CENTER ALSO PROVIDES AN EXCELLENT ENVIRONMENT FOR EDUCATIONAL SEMINARS, PRESENTATIONS, BOARD MEETINGS, STAFF TRAINING AND RETREATS, AND OTHER EVENTS.

  • PUBLIC POLICY & ADVOCACY: ASAE'S POWER OF A (POA) FUND IS A KEY COMPONENT OF ASAE'S PUBLIC POLICY PROGRAM. THE POA FUND HELPS TO ELEVATE ASAE'S PROFILE IN WASHINGTON AND ACROSS THE COUNTRY. THROUGH THE POWER OF A FUND, ASAE ADVOCATES FOR ASSOCIATIONS IN CONGRESS, REGULATORY AGENCIES AND THE COURTS. PART OF ASAE'S ADVOCACY ROLE IS ALSO TO GROW AWARENESS ABOUT THE CRITICAL ROLE ASSOCIATIONS PLAY IN THE ECONOMY AND IN SOCIETY AT LARGE. SUPPORT FOR THE POWER OF A FUND COMES FROM ASAE'S ANNUAL SUMMIT AWARDS DINNER. THIS FUNDRAISING EVENT BRINGS TOGETHER ASSOCIATION PROFESSIONALS AND BUSINESS AND INDUSTRY LEADERS TO CELEBRATE ASSOCIATIONS THAT HAVE CREATED EXEMPLARY PROGRAMS AND INITIATIVES TO ASSIST INDIVIDUALS IN NEED OR TO ADVANCE THEIR INDUSTRIES OR PROFESSIONS. ASAE CREATED THE POWER OF A AWARDS TO SHOWCASE HOW ASSOCIATIONS LEVERAGE THEIR UNIQUE RESOURCES TO SOLVE PROBLEMS, ADVANCE INDUSTRY/PROFESSIONAL PERFORMANCE, KICK START INNOVATION AND IMPROVE WORLD CONDITIONS. ASSOCIATIONS ARE INVOLVED IN ACTIVITIES EVERY DAY THAT MAKE A SUBSTANTIAL, POSITIVE IMPACT ON OUR LIVES.ASAE'S FIVE STAR WEEKEND ALSO SUPPORTS THE POWER OF A FUND, AS WELL AS THE ASAE FOUNDATION. THIS EVENT SERVES AS AN ANNUAL NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR ASSOCIATION PROFESSIONALS AND INDUSTRY PARTNERS.

  • ASSOCIATIONS NOW AND NEWSLETTERS - 'ASSOCIATIONS NOW,' THE AWARD-WINNING QUARTERLY MAGAZINE (CIRCULATION 21,000+), PROVIDES ARTICLES ON CURRENT TOPICS OF INTEREST TO ASSOCIATION EXECUTIVES. AUTHORS ARE GENERALLY ASSOCIATION EXECUTIVES WHO HAVE PARTICULAR EXPERTISE TO SHARE. ARTICLES ARE A MIX OF "HOW TO" ARTICLES WITH CASE STUDIES AND THOUGHT PIECES. THE ASSOCIATION ALSO PUBLISHES 14 ELECTRONIC NEWSLETTERS (SOME MONTHLY, SOME BIMONTHLY, AND SOME QUARTERLY) MEETING THE SPECIAL INTERESTS OF MEMBERS, AS WELL AS PRODUCING A VARIETY OF ONLINE-ONLY AND NEW-MEDIA CONTENT FOCUSED ON ISSUES OF CONCERN TO ASSOCIATION LEADERS AND EXECUTIVES. THERE IS ALSO A NEW ASSOCIATIONS NOW DAILY NEWS COMPONENT, SENT VIA EMAIL, CONSISTING OF QUICK-READ STORIES AND CURRENT HEADLINES THAT IMPACT ASSOCIATIONS. TOPICS INCLUDE LEADERSHIP, MEETINGS, MONEY & BUSINESS, AND TECHNOLOGY.

  • SECTIONS & ALLIED SOCIETIES - ASAE HAS 14 SECTIONS OR PROFESSIONAL INTEREST GROUPS, PROVIDING A COMMUNITY FOR NEARLY EVERY SUB-SPECIALTY WITHIN ASSOCIATION MANAGEMENT. EACH GROUP IS GOVERNED BY A SEPARATE COUNCIL THAT DETERMINES THE PRODUCTS AND SERVICES FOR ITS MEMBERS. TYPICAL OFFERINGS INCLUDE MONTHLY EDUCATIONAL SESSIONS, A NEWSLETTER, NETWORKING DIRECTORY, DEVELOPMENT OF SPECIAL SESSIONS AT MAJOR MEETINGS DEVOTED TO EACH GROUP'S INTERESTS, AND OTHER TECHNICAL PUBLICATIONS.

  • INFORMATION SALES - ASAE PUBLISHES A WIDE VARIETY OF BOOKS ON ASSOCIATION MANAGEMENT TOPICS, INCLUDING MARKETING, COMMUNICATIONS, MEMBERSHIP, FINANCE, VOLUNTEER MANAGEMENT, CONVENTIONS, MEETINGS, AND EDUCATION. MANY SURVEYS ARE ALSO PUBLISHED, INCLUDING THE ASSOCIATION EXECUTIVE COMPENSATION STUDY, POLICIES & PROCEDURES, OPERATING RATIO REPORT, AND ASSOCIATION TECHNOLOGY TRENDS.

  • RESEARCH - ASAE'S RESEARCH ADVANCES KNOWLEDGE IN NONPROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. ASAE IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS.ASAE COLLECTS AND AGGREGATES SURVEY DATA TO HELP ITS MEMBERS INCREASE THEIR OPERATIONAL EFFICIENCY. BENCHMARKING PUBLICATIONS INCLUDE COMPENSATION, POLICIES AND PROCEDURES, OPERATING RATIOS AND MORE. ASAE CONDUCTS AN ANNUAL MEMBER NEEDS ASSESSMENT, LEARNING PROGRAM EVALUATIONS, AND DATA MINING TO HELP ASAE SERVE EACH MEMBER. ASAE HELPS NONPROFIT ORGANIZATIONS BY ASSISTING THEM IN GATHERING MARKET INTELLIGENCE OF THEIR OWN MEMBERS, EITHER BY SURVEY QUESTION SHARING OR DATA ANALYSIS PROJECTS.ASAE CONNECTS NONPROFIT ORGANIZATIONS FROM AROUND THE WORLD TO ALLOW ORGANIZATIONS TO BENCHMARK AGAINST EACH OTHER AND FACILITATE RESEARCH OF ASSOCIATION'S MEMBERS. ASAE HAS PRODUCED THOUGHT-PROVOKING RESEARCH ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING AND THE ECONOMY.

  • CERTIFIED ASSOCIATION EXECUTIVE - THE CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM, THE ONLY CERTIFICATION PROGRAM FOR ASSOCIATION EXECUTIVES, IS DESIGNED TO ELEVATE PROFESSIONAL STANDARDS, ENHANCE INDIVIDUAL PERFORMANCE, AND DESIGNATE ASSOCIATION PROFESSIONALS WHO DEMONSTRATE THE KNOWLEDGE ESSENTIAL TO THE PRACTICE OF ASSOCIATION MANAGEMENT. FOUNDED IN 1960, THE CAE PROGRAM STANDS AS A MARK OF EXCELLENCE AND HAS EVOLVED TO REFLECT WHAT IT TAKES TO MANAGE AN ASSOCIATION IN TODAY'S CHALLENGING CLIMATE.EARNING AND MAINTAINING THE CAE IS A THREE-PART PROCESS. CANDIDATES MUST FIRST MEET ELIGIBILITY REQUIREMENTS AND SUBMIT AN APPLICATION. THE NEXT STEP IS TO SIT FOR AND PASS THE CAE EXAM. ONCE CANDIDATES HAVE EARNED THE CREDENTIAL, THEY MUST MAINTAIN IT BY FULFILLING CERTIFICATION RENEWAL REQUIREMENTS EVERY THREE YEARS.ASAE'S CERTIFIED ASSOCIATION EXECUTIVE (CAE) PROGRAM HAS BEEN GRANTED ACCREDITATION BY THE NATIONAL COMMISSION FOR CERTIFYING AGENCIES (NCCA). NCCA ACCREDITATION PROVIDES INDEPENDENT VALIDATION THAT THE CAE PROGRAM MEETS OR EXCEEDS TWENTY-ONE STANDARDS CONCERNING VARIOUS ASPECTS OF THE CERTIFICATION PROGRAM INCLUDING ITS PURPOSE, STRUCTURE, GOVERNANCE, PSYCHOMETRIC FOUNDATION, POLICIES, AND PROCEDURES. ACCREDITATION VALIDATES THE INTEGRITY OF THE PROGRAM, AND IS A MARK OF QUALITY. EARNING ACCREDITATION IS A PUBLIC DEMONSTRATION OF ASAE AND THE CAE COMMISSION'S COMMITMENT TO THE CAE CREDENTIAL AS A TRUE PROFESSIONAL CERTIFICATION.

  • DIVERSITY - IN PRINCIPLE AND IN PRACTICE, ASAE VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ASSOCIATION MANAGEMENT. ASAE PROMOTES INVOLVEMENT AND EXPANDED ACCESS TO LEADERSHIP OPPORTUNITY REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS TIME AND RESOURCES TO ACCOMPLISH THIS OBJECTIVE WHILE SERVING AS A MODEL TO OTHER ASSOCIATIONS ENGAGED IN SUCH ENDEAVORS.ASAE'S LONG-TERM GOAL IS TO ENSURE THAT ITS MEMBERSHIP, VOLUNTEER LEADERSHIP, AND STAFF REPRESENT A STRONG, VIBRANT, AND EVOLVING MODEL OF DIVERSITY AND INCLUSION FOR THE ASSOCIATION COMMUNITY. THE ORGANIZATION IS COMMITTED TO CREATING AND INFLUENCING A MODEL OF INCLUSIVE BEHAVIORS AND FOR SETTING A TONE AND CULTURE THAT EMBRACE DIVERSITY.THE DIVERSITY EXECUTIVE LEADERSHIP PROGRAM (DELP) SUPPORTS INDIVIDUALS FROM UNDER-REPRESENTED IDENTITY GROUPS IN THE ASSOCIATION COMMUNITY TO ADVANCE INTO THE RANKS OF LEADERSHIP IN THE ASSOCIATION PROFESSION. DELP SCHOLARS PARTICIPATE IN AN ACCELERATED LEADERSHIP PROGRAM OF EDUCATION, MENTORING, AND VOLUNTEER SERVICE IN THE ASSOCIATION COMMUNITY.THE GOALS OF DELP ARE:- TO PROVIDE SUPPORT, EDUCATION, ACCESS AND SERVICE OPPORTUNITIES TO INDIVIDUALS FROM IDENTITY GROUPS (I.E. PEOPLE OF COLOR, LESBIAN/GAY/BISEXUAL/TRANSGENDER, PEOPLE WITH DISABILITIES) WHO AREUNDER-REPRESENTED IN THE ASSOCIATION COMMUNITY - TO PROVIDE SCHOLARS WITH A MENTOR, GROUP COACHING, AND VOLUNTEER EXPERIENCES TO ENHANCE THEIR CAREER DEVELOPMENT AND EXPAND THEIR PROFESSIONAL NETWORKS- TO ENCOURAGE MORE DIVERSE CANDIDATES TO ASSUME LEADERSHIP ROLES IN ASSOCIATION MANAGEMENT- TO DEVELOP A MORE DIVERSE LEADERSHIP POOL FOR THE ASSOCIATION PROFESSION- TO DEMONSTRATE THE LONG-TERM BENEFIT OF THE PROGRAM TO THE SCHOLARS, ASAE AND TO THE ASSOCIATION PROFESSION.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lakisha Ann Woods Cae

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Lynda J Patterson Fasae Cae

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Steven C Anderson

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Heidi Brock

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Marc Anderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Matthew Gertzog Fasae Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Lemmietta G McNeilly Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Nabil El-Ghoroury PhD Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Nicole Araujo Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Scott Beck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Jay L Karen Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Sheri Sesay-Tuffour Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lynne Thomas Gordon Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Irving W Washington Fasae Cae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Marc Beebe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Philip Bell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Carmen Elliott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Debbie Trueblood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michelle Mason

    PRESIDENT & CEO

    Total calculated
    $1,017,261
    From this org
    $823,469
    From related orgs
    $149,132
    Other
    $44,660
    Hours/week
    31.75 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $639,251 + $115,770 related
    Bonus
    $184,150 + $33,350 related
    Other
    $68 + $12 related
    Deferred
    $28,257 + $5,118 related
    Nontaxable benefits
    $9,555 + $1,730 related
    Filer's total
    $861,281 + $155,980 related
  • Reginald Henry

    CHIEF INFORMATION OFFICER

    Total calculated
    $366,817
    From this org
    $275,761
    From related orgs
    $63,289
    Other
    $27,767
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $256,329 + $58,829 related
    Bonus
    $17,080 + $3,920 related
    Other
    $2,352 + $540 related
    Deferred
    $14,622 + $3,356 related
    Nontaxable benefits
    $7,962 + $1,827 related
    Filer's total
    $298,345 + $68,472 related
  • Mary Kate Cunningham

    SENIOR VICE PRESIDENT, PUBLIC POLICY

    Total calculated
    $244,460
    From this org
    $227,021
    From related orgs
    $0
    Other
    $17,439
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $210,685
    Bonus
    $16,000
    Other
    $336
    Deferred
    $11,339
    Nontaxable benefits
    $6,100
    Filer's total
    $244,460
  • Amy Hissrich

    SENIOR DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $179,866
    From this org
    $131,642
    From related orgs
    $30,214
    Other
    $18,010
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $129,263 + $29,667 related
    Bonus
    $813 + $187 related
    Other
    $1,566 + $360 related
    Deferred
    $6,596 + $1,514 related
    Nontaxable benefits
    $8,052 + $1,848 related
    Filer's total
    $146,290 + $33,576 related
  • Christin Vitalie

    VICE PRESIDENT, BUS. ANALYTICS & DATA SVCS

    Total calculated
    $166,982
    From this org
    $143,010
    From related orgs
    $0
    Other
    $23,972
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $139,808
    Bonus
    $1,000
    Other
    $2,202
    Deferred
    $6,072
    Nontaxable benefits
    $17,900
    Filer's total
    $166,982
  • Deborah Hanger

    SENIOR DIRECTOR, DATABASE ADMIN.

    Total calculated
    $186,968
    From this org
    $113,179
    From related orgs
    $25,976
    Other
    $47,813
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $110,111 + $25,272 related
    Bonus
    $813 + $187 related
    Other
    $2,255 + $517 related
    Deferred
    $5,970 + $1,370 related
    Nontaxable benefits
    $32,918 + $7,555 related
    Filer's total
    $152,067 + $34,901 related
  • Christopher Vest

    VP, CORP. COMM. & PUBLIC REL.

    Total calculated
    $187,174
    From this org
    $114,457
    From related orgs
    $26,269
    Other
    $46,448
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $112,515 + $25,823 related
    Bonus
    $813 + $187 related
    Other
    $1,129 + $259 related
    Deferred
    $5,954 + $1,366 related
    Nontaxable benefits
    $31,824 + $7,304 related
    Filer's total
    $152,235 + $34,939 related
  • Lawrence Covert

    SENIOR DIRECTOR, INFORMATION TECH.

    Total calculated
    $149,235
    From this org
    $132,893
    From related orgs
    $0
    Other
    $16,342
    Hours/week
    37.5
  • Heidi Robey

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $147,346
    From this org
    $104,968
    From related orgs
    $20,994
    Other
    $21,384
    Hours/week
    31.25 + 6.25 related

    Schedule J breakdown matched by us

    Base
    $103,909 + $20,782 related
    Bonus
    $0
    Other
    $1,059 + $212 related
    Deferred
    $7,253 + $1,451 related
    Nontaxable benefits
    $10,566 + $2,113 related
    Filer's total
    $122,787 + $24,558 related

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
CEO'S CONTRACT INCLUDES SPOUSE TRAVEL, FIRST CLASS TRAVEL FOR FLIGHTS IN EXCESS OF 4 HOURS (ALTHOUGH THIS IS SELDOM USED), LOCAL SOCIAL CLUB DUES FOR BUSINESS MEETINGS AND LUNCHES, AND TAX GROSS-UP ON SPECIFIC BENEFIT ITEMS.

Part I'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

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.

  • ASAE RESEARCH FOUNDATION

    501(C)(3) · RESEARCH AND EDUCATION FOR THE ASSOCIATION COMMUNITY · DC · controlled entity

    Directly controlled by AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES

  • AM SOCIETY OF ASSN EXECUTIVES POLITICAL ACTION COMMITTEE

    527 · POLITICAL ACTION COMMITTEE · DC · controlled entity

    Directly controlled by AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ASAE BUSINESS SERVICES INC

    C · INSURANCE AND OTHER SERVICES · DC · 100% owned · share of income $2,800,462 · share of assets $8,249,713 · controlled entity

    Directly controlled by AMERICAN SOCIETY OF ASSN EXECS

  • ASAE INSURANCE COMPANY

    C · INSURANCE AND OTHER SERVICES · DC · 100% owned · share of income $3,805,611 · share of assets $15,884,842 · controlled entity

    Directly controlled by ASAE BUSINESS SERVICES INC

Provenance

Return type
form_990
Tax year
2022
Filed
11 July 2024
IRS schema version
2022v5.0
Source object
202441979349300869

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