Form 990 for tax year 2023
Filed by ASSOCIATION FOR ACCOUNTING MARKETING INC.
Totals
- Total revenue
- $1,113,347
- Total expenses
- $874,814
- Contributions and grants received
- $100,730
- Grants paid
- $0
- Program service revenue
- $990,734
- Investment income
- $20,087
- Other revenue
- $1,796
- Total assets, end of year
- $1,457,904
- Total liabilities, end of year
- $285,528
- Net assets or fund balances, end of year
- $1,172,376
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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
$100,730
-
2a · Program service revenue: Annual Summit
total $453,406 · related or exempt $428,536 · unrelated business $24,870
-
2b · Program service revenue: Educational Income
total $53,444 · related or exempt $53,444
-
2c · Program service revenue: Membership Dues
total $354,923 · related or exempt $354,923
-
2d · Program service revenue: Other Events
total $48,741 · related or exempt $48,741
-
2e · Program service revenue: Virtual Summit
total $49,290 · related or exempt $49,290
-
2f · All other program service revenue
total $30,930 · related or exempt $18,283 · unrelated business $12,647
-
3 · Investment income
total $25,119 · excluded $25,119
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $130,182
-
7b · Less cost or other basis and sales expenses
securities $135,214
-
7c · Gain or loss
securities -$5,032
-
7d · Net gain or loss
total -$5,032 · related or exempt -$5,032
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Revenue
total $1,796 · related or exempt $1,796
-
11e · Other revenue, total
$1,796
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $299,076
-
11b · Fees: legal
total $131
-
11c · Fees: accounting
total $3,750
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $34,677
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $29,953
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $33,491
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $358,387
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $13,983
-
23 · Insurance
total $3,887
-
24a · Other expenses: Board and Committee
total $35,968
-
24b · Other expenses: Bank and credit card fees
total $32,506
-
24c · Other expenses: Miscellaneous
total $29,005
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $462,390 · end of year $380,183
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $196 · end of year $150
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $56,342 · end of year $117,043
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $561,167 · end of year $939,553
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $34,958 · end of year $20,975
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $15,504 · end of year $9,337
-
19 · Deferred revenue
beginning of year $224,007 · end of year $276,191
-
27 · Net assets without donor restrictions
beginning of year $869,595 · end of year $1,172,376
-
28 · Net assets with donor restrictions
beginning of year $5,947
Mission and programs · 2023
Mission
To elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources.
Activities or mission (Part I)
The mission of AAM is to elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources.
-
Annual Summit and other education events - AAM's education events provide cutting-edge information for today's accounting marketing and business development professionals. Participation in AAM's virtual learning series and skill building courses, in addition to attending the annual summit, keeps accounting marketing and business development professionals connected to industry experts.
As filed on the 2023 return.
Listed in Part VII
-
Nicole Sterling
Imm. Past Pres.
- Total calculated
- $0
- Hours/week
- 2
-
Crystal Mapp
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Cantero - Member at
Large - Jan-June '23
- Total calculated
- $0
- Hours/week
- 1
-
Katherine Cohodes - Immed
Past Pres- Jan-June '23
- Total calculated
- $0
- Hours/week
- 2
-
Courtney Kiss
President
- Total calculated
- $0
- Hours/week
- 2
-
Nicola Fleming
President-Elect
- Total calculated
- $0
- Hours/week
- 2
-
Cheryl Foster - Member at
Large - Jan-June '23
- Total calculated
- $0
- Hours/week
- 1
-
Chris O'Day
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Greg Cole - Member at
Large - Jan-June '23
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Hekmatjah - Mmbr at
Large - Jan-June '23
- Total calculated
- $0
- Hours/week
- 1
-
Laura Metz
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Ed Warren - Treasurer
Jan-June '23
- Total calculated
- $0
- Hours/week
- 2
-
Ralph MacNamara
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Brunella Reid
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Gabe Tevrizian
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Mary Yanocha
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Lucas LaChance
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Rachael McGrew
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Allie Donahue
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Travis Bradshaw
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Apoorv Dwivedi
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Korby Boswell
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
JoLayna Ardnt
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Beth More
Member at Large
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421369349315432
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