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← AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES

Form 990 for tax year 2023

Filed by AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES.

Totals

Total revenue
$24,333,353
Total expenses
$25,031,092
Contributions and grants received
$3,150
Grants paid
$177,397
Program service revenue
$21,843,017
Investment income
$1,069,464
Other revenue
$1,417,722
Total assets, end of year
$60,357,126
Total liabilities, end of year
$15,169,496
Net assets or fund balances, end of year
$45,187,630
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.

  • 1f · All other contributions, gifts and grants

    $3,150

  • 2a · Program service revenue: MEETINGS, EXPOS, EDU.

    total $11,284,044 · related or exempt $10,302,102 · unrelated business $981,942

  • 2b · Program service revenue: MEMBERSHIP

    total $4,038,336 · related or exempt $4,038,336

  • 2c · Program service revenue: SPONSORSHIPS

    total $3,717,026 · related or exempt $3,717,026

  • 2d · Program service revenue: PERIODICALS/PUBLICATIO

    total $2,113,365 · unrelated business $2,113,365

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

    total $690,246 · related or exempt $690,246

  • 3 · Investment income

    total $883,089 · excluded $883,089

  • 5 · Royalties

    total $738,596 · unrelated business $118,761 · excluded $619,835

  • 7a · Gross sales of assets other than inventory

    securities $9,264,992

  • 7b · Less cost or other basis and sales expenses

    securities $9,078,617

  • 7c · Gain or loss

    securities $186,375

  • 7d · Net gain or loss

    total $186,375 · excluded $186,375

  • 8a · Fundraising events: gross income

    $1,044,760

  • 8b · Fundraising events: direct expenses

    $835,296

  • 8c · Net income from fundraising events

    total $209,464 · excluded $209,464

  • 10a · Gross sales of inventory

    $512,608

  • 10b · Cost of goods sold

    $47,417

  • 10c · Net income from sales of inventory

    total $465,191 · excluded $465,191

  • 11a · Other revenue: MAILING LIST RENTALS

    total $4,471 · excluded $4,471

  • 11e · Other revenue, total

    $4,471

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $177,397

  • 5 · Compensation of officers, directors and key employees

    total $1,496,919

  • 7 · Other salaries and wages

    total $7,496,929

  • 8 · Pension plan contributions

    total $860,246

  • 9 · Other employee benefits

    total $1,140,149

  • 10 · Payroll taxes

    total $722,808

  • 11b · Fees: legal

    total $281,398

  • 11c · Fees: accounting

    total $467,706

  • 11d · Fees: lobbying

    total $76,523

  • 11f · Fees: investment management

    total $115,833

  • 11g · Fees: other

    total $3,460,115

  • 12 · Advertising and promotion

    total $738,320

  • 13 · Office expenses

    total $1,456,248

  • 14 · Information technology

    total $1,867,312

  • 15 · Royalties

    total $20,292

  • 16 · Occupancy

    total $1,810,129

  • 17 · Travel

    total $567,707

  • 19 · Conferences, conventions and meetings

    total $2,679,219

  • 22 · Depreciation, depletion and amortization

    total $249,032

  • 23 · Insurance

    total $166,490

  • 24a · Other expenses: TEMP HELP

    total $172,704

  • 24b · Other expenses: TAXES

    total $146,968

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $136,539

  • 24d · Other expenses: BOARD COMMITTEE AWARDS

    total $60,360

  • 24e · All other expenses

    total -$1,336,251

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,021,033 · end of year $7,736,660

  • 4 · Accounts receivable

    beginning of year $3,629,278 · end of year $4,378,948

  • 8 · Inventories for sale or use

    beginning of year $58,648 · end of year $28,972

  • 9 · Prepaid expenses and deferred charges

    beginning of year $433,852 · end of year $756,449

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

    $5,477,066

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

    $5,040,228

  • 10c · Land, buildings and equipment, net

    beginning of year $560,022 · end of year $436,838

  • 11 · Investments: publicly traded securities

    beginning of year $31,060,930 · end of year $34,032,261

  • 12 · Investments: other securities

    beginning of year $7,118,375 · end of year $7,474,349

  • 15 · Other assets

    beginning of year $12,299,530 · end of year $5,512,649

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,635,459 · end of year $4,377,863

  • 19 · Deferred revenue

    beginning of year $5,912,117 · end of year $6,576,928

  • 25 · Other liabilities

    beginning of year $6,615,560 · end of year $4,214,705

  • 27 · Net assets without donor restrictions

    beginning of year $40,990,781 · end of year $45,049,552

  • 28 · Net assets with donor restrictions

    beginning of year $27,751 · end of year $138,078

Mission and programs · 2023

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, MARKETING, MEMBERSHIP, COMMUNICATIONS AND TECHNOLOGY 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.

  • CONSCIOUS INCLUSION - 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LYNDA J PATTERSON FASAE CAE

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • HEIDI BROCK

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LAKISHA ANN WOODS CAE

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JAY KAREN CAE

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MARC ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • NICOLE ARAUJUO CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARC BEEBE CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • PHILIP BELL CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NABIL EL-GHOROURY PHD CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CARMEN ELLIOTT MS CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ARTHUR EVANS JR PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW GERTZOG FASAE CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JERALD A JACOBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • LEMMIETTA G MCNEILLY PHD CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • KIMBERLY G NAPOLITANO CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JASON OXMAN CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEBBIE TRUEBLOOD FASAE CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARY WHEATLEY IOM CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JOHNNIE WHITE MBA CAE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE MASON

    PRESIDENT & CEO

    Total calculated
    $1,070,841
    From this org
    $864,840
    From related orgs
    $156,624
    Other
    $49,377
    Hours/week
    31.75 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $676,398 + $122,497 related
    Bonus
    $186,913 + $33,850 related
    Other
    $1,529 + $277 related
    Deferred
    $32,155 + $5,823 related
    Nontaxable benefits
    $9,651 + $1,748 related
    Filer's total
    $906,646 + $164,195 related

  • HEATHER DEAN

    CFAO (AS OF 11/23)

    Total calculated
    $51,666
    From this org
    $41,907
    From related orgs
    $9,618
    Other
    $141
    Hours/week
    30.5 + 7 related

  • REGINALD HENRY

    CHIEF INFORMATION OFFICER

    Total calculated
    $376,545
    From this org
    $287,473
    From related orgs
    $65,977
    Other
    $23,095
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $269,699 + $61,898 related
    Bonus
    $13,346 + $3,063 related
    Other
    $4,428 + $1,016 related
    Deferred
    $10,009 + $2,297 related
    Nontaxable benefits
    $8,775 + $2,014 related
    Filer's total
    $306,257 + $70,288 related

  • MARY CATE CUNNINGHAM

    CHIEF PUBLIC POLICY AND GOV. OFF.

    Total calculated
    $241,993
    From this org
    $230,398
    From related orgs
    $0
    Other
    $11,595
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $219,204
    Bonus
    $10,816
    Other
    $378
    Deferred
    $11,050
    Nontaxable benefits
    $545
    Filer's total
    $241,993

  • AMY HISSRICH

    VICE PRESIDENT, INTERNATIONAL AFFAIRS

    Total calculated
    $194,120
    From this org
    $142,859
    From related orgs
    $32,788
    Other
    $18,473
    Hours/week
    30.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $139,583 + $32,036 related
    Bonus
    $2,847 + $653 related
    Other
    $429 + $99 related
    Deferred
    $6,867 + $1,576 related
    Nontaxable benefits
    $8,158 + $1,872 related
    Filer's total
    $157,884 + $36,236 related

  • KARL ELY

    SENIOR ADVISOR (UNTIL 3/24)

    Total calculated
    $345,006
    From this org
    $302,070
    From related orgs
    $0
    Other
    $42,936
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $179,222
    Bonus
    $118,372
    Other
    $4,476
    Deferred
    $14,921
    Nontaxable benefits
    $28,015
    Filer's total
    $345,006

  • DEBRA ZABLOUDIL

    CHIEF LRNG. & MTGS OFF. (UNTIL 4/24)

    Total calculated
    $295,523
    From this org
    $259,802
    From related orgs
    $0
    Other
    $35,721
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $244,537
    Bonus
    $12,500
    Other
    $2,765
    Deferred
    $11,725
    Nontaxable benefits
    $23,996
    Filer's total
    $295,523

  • JENN NOVESKY

    VICE PRESIDENT, MEM. & VOL. ENG.

    Total calculated
    $195,062
    From this org
    $172,297
    From related orgs
    $0
    Other
    $22,765
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $163,040
    Bonus
    $8,750
    Other
    $507
    Deferred
    $6,735
    Nontaxable benefits
    $16,030
    Filer's total
    $195,062

  • PAMELA TROOP

    SENIOR DIRECTOR, MEETINGS

    Total calculated
    $207,699
    From this org
    $166,945
    From related orgs
    $0
    Other
    $40,754
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $157,755
    Bonus
    $5,000
    Other
    $4,190
    Deferred
    $8,100
    Nontaxable benefits
    $32,654
    Filer's total
    $207,699

  • JOHN R LEE

    FORMER CHIEF MARKETING OFFICER

    Total calculated
    $182,761
    From this org
    $176,035
    From related orgs
    $0
    Other
    $6,726
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $174,232
    Bonus
    $0
    Other
    $1,803
    Deferred
    $5,276
    Nontaxable benefits
    $1,450
    Filer's total
    $182,761

  • NANCY G KLEIN

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $184,460
    From this org
    $184,460
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $460
    Bonus
    $14,000
    Other
    $170,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $184,460

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, LINE 4A
NANCY KLEIN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $170,000 DURING THE FISCAL YEAR.

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.

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 $2,833,340 · share of assets $9,212,768 · controlled entity

    Directly controlled by AMERICAN SOCIETY OF ASSN EXECS

  • ASAE INSURANCE COMPANY

    C · INSURANCE AND OTHER SERVICES · DC · 100% owned · share of income $3,940,748 · share of assets $17,134,170 · controlled entity

    Directly controlled by ASAE BUSINESS SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202521969349302912

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