2023-08-15T12:41:14-05:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-01-01 131623892 AMERICAN INSTITUTE OF CHEMICAL ENGINEERS AMER 8002424363 120 WALL STREET 23RD FLOOR NEW YORK NY 10005 BARBARA VALENTINE CFO 8002424363 2023-11-15 1 BARBARA VALENTINE XXX-XX-XXXX 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-08-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARLENE SCHUSTER 120 WALL STREET 23RD FLOOR NEW YORK NY 10005 99521735 0 X WWW.AICHE.ORG X 1908 NY TO INSPIRE A SAFE, CONNECTED, AND INCLUSIVE COMMUNITY DOING A WORLD OF GOOD AS:- THE GLOBAL LEADER OF THE CHEMICAL ENGINEERING PROFESSION- THE CENTER FOR LIFELONG PROFESSIONAL AND PERSONAL GROWTH- THE FOREMOST CATALYST IN APPLYING OUR EXPERTISE TO SUSTAINABLY MEET SOCIETAL NEEDS. 16 15 163 1000 694480 0 25070479 22733037 21427898 28031796 2526868 6276054 1955669 2258878 50980914 59299765 1221799 2659773 0 0 18625236 19198132 58000 65700 6039531 23835822 28906671 43740857 50830276 7240057 8469489 68575024 65922472 15371996 17141888 53203028 48780584 X TO INSPIRE A SAFE, CONNECTED, AND INCLUSIVE COMMUNITY DOING A WORLD OF GOOD AS:- THE GLOBAL LEADER OF THE CHEMICAL ENGINEERING PROFESSION- THE CENTER FOR LIFELONG PROFESSIONAL AND PERSONAL GROWTH- THE FOREMOST CATALYST IN APPLYING OUR EXPERTISE TO SUSTAINABLY MEET SOCIETAL NEEDS. 0 0 16856595 14204 9778450 RAPID, CCPS, & CONSORTIUM - TO ALLOW INDUSTRY, ACADEMIA AND GOVERNMENT REPRESENTATIVES TO COLLABORATE AND LEVERAGE RESOURCES FOR RESEARCH TECHNOLOGY TRANSFER AND OTHER ACTIVITIES. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $10,911,243 REPORTED IN PART VIII, LINE 1, AND EXCLUDES ROYALTIES OF $286,148 REPORTED IN PART VIII, LINE 5. 8010154 3677 7553939 MEETINGS & TECHNICAL PROGRAMMING - TO CONDUCT TECHNICAL MEETINGS, CONFERENCES, AND EXHIBITS IN VARIOUS LOCATIONS IN ORDER TO PROMOTE OPEN EXCHANGE OF CHEMICAL ENGINEERING CONCEPTS. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $92,090 REPORTED IN PART VIII, LINE 1, AND EXCLUDES ROYALTIES OF $61,626 REPORTED IN PART VIII, LINE 5. 2978151 82517 3356316 MEMBERSHIP - TO PROVIDE A FOUNDATION FOR AICHE MEMBERS TO KEEP CURRENT, CONNECTED, AND SECURE THROUGHOUT THEIR CAREERS. AICHE PRODUCES A JOURNAL (CHEMICAL ENGINEERING PROGRESS) WHICH PROVIDES ESSENTIAL TECHNICAL AND PROFESSIONAL INFORMATION TO PRACTICING CHEMICAL ENGINEERS. THE FINANCIAL SERVICES AREA IN THE GROUP ASSIST AICHE MEMBERS' EFFORTS TO ACHIEVE FINANCIAL SECURITY BY PROVIDING THEM WITH A SELECTION OF FINANCIAL SERVICES AND KEEPING TRACK OF ALL FINANCIAL RELATED BENEFITS. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $31,477 REPORTED IN PART VIII, LINE 1, EXCLUDES ROYALTIES OF $422,204 REPORTED IN PART VIII, LINE 5, EXCLUDES ADVERTISING REVENUES OF $150,395 REPORTED ON PART VIII, LINE 2F AND EXCLUDES DIVIDEND REVENUE OF $240,739 REPORTED ON PART VIII, LINE 3. 2067283 6005 367344 PUBLICATIONS - TO PUBLISH A VARIETY OF PERIODICALS, BOOKS AND OTHER MATERIALS ON CHEMICAL ENGINEERING AND RELATED TOPICS FOR DISTRIBUTION TO THE GENERAL PUBLIC. THE REVENUE BELOW EXCLUDES ROYALTIES OF $1,516,397 REPORTED IN PART VIII, LINE 5 AND EXCLUDES ADVERTISING REVENUES OF $544,085 REPORTED IN PART VIII, LINE 2F. 3883104 6971 2706022 EDUCATION SERVICES - TO PROVIDE SEMINARS AND COURSES TO THE GENERAL PUBLIC WHICH PROVIDES EDUCATIONAL OPPORTUNITIES RELATED TO CHEMICAL ENGINEERING. THE REVENUE BELOW EXCLUDES DIVIDENDS OF $200,000 REPORTED IN PART VIII, LINE 3. 4725322 2546399 3575245 OTHER PROGRAM SUPPORT - TO SUPPORT CERTAIN OPERATIONS DECIDED BY THE BOARD OF DIRECTORS FROM SURPLUSES FROM SELF-SUPPORTING OPERATIONS, OTHER OPERATING REVENUES, AND A PORTION OF INVESTMENT RETURN. THE REVENUE BELOW EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $109,492 REPORTED IN PART VIII, LINE 1. 10675709 2559375 6648611 38520609 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 123 0 1 163 1 1 1 1 IN 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NY AK AL CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV MH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR X LUCIA MATTHEW CONTROLLER 6464951355 120 WALL STREET 23RD FLOOR NEW YORK NY 100054020 ANN L LEE DIRECTOR 1.00 X 0 0 0 ANNE O'NEAL DIRECTOR 3.00 X 0 0 0 BILLY B BARDIN PRESIDENT-ELECT 5.00 X X 0 0 0 BRIAN DAVISON DIRECTOR 2.00 X 0 0 0 CHRISTINE GRANT PRESIDENT 10.00 X X 0 0 0 DARYL ROBERTS DIRECTOR 2.00 X 0 0 0 DAVID DIXON DIRECTOR 1.00 X 0 0 0 DEBORAH GRUBBE PAST PRESIDENT 10.00 X X 0 0 0 DONNA BRYANT DIRECTOR 1.00 X 0 0 0 ELSA REICHMANIS DIRECTOR 2.00 X 0 0 0 JAMES R BEILSTEIN JR DIRECTOR 2.00 X 0 0 0 JULIANNE HOLLOWAY DIRECTOR 2.00 X 0 0 0 LINDA J BROADBELT DIRECTOR 2.00 X 0 0 0 MARY KATHRYN LEE SECRETARY 2.00 X X 0 0 0 PETER LODAL TREASURER 4.00 X X 25035 0 0 WILLIAM RAIFORD DIRECTOR 2.00 X 0 0 0 DARLENE SCHUSTER EXECUTIVE DIR. & CEO 40.00 X 470273 0 63826 JUNE C WISPELWEY EXECUTIVE DIR. & CEO (OUTGOING) 40.00 X 391331 0 57005 BARBARA VALENTINE CHIEF FINANCIAL OFFICER 40.00 X 370505 0 75705 WENDY YOUNG SR DIR. INS. FOR L&I / TREASURER 40.00 X 122422 0 7980 SHAKEEL KADRI EXECUTIVE DIR. & CEO, CCPS 40.00 X 427902 0 76736 CATHY DIANA CHIEF OF ADMINISTRATION 40.00 X 310625 0 5269 IAN SERGO SR. DIR. BUSINESS SERVICES 40.00 X 254917 0 75428 EVAN FLACH SR. DIR. CONFERENCES 40.00 X 199285 0 33028 MICHELLE BRYNER SR DIR. PUBLICATIONS & BUS DEV 40.00 X 176443 0 36758 IGNASI PALOU-RIVERA EXE. DIR. AND CHIEF TECHNOLOGY OFFICER 40.00 X 211092 0 69163 AMIT GUPTA CHIEF INFORMATION OFFICER 40.00 X 265397 0 32209 LOUISA NARA GLOBAL CCPS TECHNICAL DIRECTOR 40.00 X 226394 0 62409 ANIL GOKHALE SR. DIR. CCPS PROJECTS 40.00 X 245398 0 58268 LISA LANZKOWSKY CHIEF DEVELOPMENT OFFICER 40.00 X 263166 0 64137 JEFFREY WOOD PROCUREMENT DIRECTOR 40.00 X 204000 0 15742 4164185 0 733663 54 0 1 0 THE DRINK AGENCY 64 REID AVENUE PORT WASHINGTON NY 11050 FUNDRAISING CONSULTANT 240689 SANDRA L SIDEY 5600 WISCONSIN AVENUE CHEVY CHASE MD 20815 FUNDRAISING CONSULTANT 172582 PROCEGENCE LLC 4445 WILLARD AVE STE 600 CHEVY CHASE MD 20815 RAPID CONSULTANT 135935 ERIC BELL 13502 DANIELLE CIRCLE BRANDYWINE MD 20613 D&I CONSULTANT 121450 TEICH PROCESS DEVELOPMENT LLC 13 EDINBORO CIRCLE CHALFONTE PA 18914 RAPID CONSULTANT 117583 5 450020 11102370 11180647 136376 22733037 RAPID, CCPS AND CONSORTIUM 541900 9778450 9778450 MEETINGS & TECH. PROG. 541900 7553939 7553939 OTHER PROGRAM SUPPORT 900099 3575245 3575245 MEMBERSHIP DUES 541900 3356316 3356316 EDUCATIONAL SERVICES 611430 2706022 2706022 1061824 367344 694480 28031796 1368247 1368247 2286375 2286375 45046080 40138273 4907807 4907807 4907807 56200 450020 83697 -27497 -27497 59299765 27337316 694480 8534932 X 2659773 2659773 3460726 1716188 1744538 11663914 9416883 1399222 847809 1135476 914616 165784 55076 1910011 1492226 331353 86432 1028005 784381 202605 41019 58387 16590 41500 297 65700 65700 71350 71350 5706611 4484524 884987 337100 400856 393386 7470 2312393 1656053 354573 301767 343679 334963 3521 5195 98871 98871 683636 176683 497419 9534 1081264 979050 65207 37007 3094936 2903177 39934 151825 918039 746133 139410 32496 159169 159169 PAYMENTS TO SUBRECIPIEN 7741192 7741192 MISCELLANEOUS AND DUES 3957979 3957979 EQUIP. RENTAL & MAINT. 2278059 2005920 169314 102825 STATE TAXES 250 250 50830276 38520609 6270136 6039531 5210004 2410337 858281 2369297 12332569 16928937 7602177 6986857 1191818 934891 8382972 6405156 2492520 1977816 38663784 30887677 223871 3426660 68575024 65922472 8676037 6515608 3869258 4135100 2826701 6491180 15371996 17141888 X 29746069 19338296 23456959 29442288 53203028 48780584 68575024 65922472 X 8469489 -12935135 43202 X X 0 1 X 1 1 1 X 14368623 18303209 25395790 25070479 22733037 105871138 25369273 26382184 19455122 21427898 28031796 120666273 39737896 44685393 44850912 46498377 50764833 226537411 17015 21433 121443 85130 345000 590021 0 17015 21433 121443 85130 345000 590021 225947390 3335512 3458572 3046863 3104412 3654622 16599981 3335512 3458572 3046863 3104412 3654622 16599981 14502 14502 93825 87525 58950 56200 296500 43167233 48231490 47897775 49661739 54490157 243448394 0.92810 0.92550 0.06820 0.07170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2018 AMOUNT: $ 93,825. 2019 AMOUNT: $ 87,525. 2021 AMOUNT: $ 58,950. 2022 AMOUNT: $ 56,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5460862 316908 -999690 192445 4585635 4452663 782072 414260 188133 5460862 3904317 409896 298487 160037 4452663 2763139 868819 438979 166620 3904317 2539396 420837 -120726 76368 2763139 1.00000 1 0 192454 108494 83960 7700863 5870271 1830592 489655 426391 63264 1977816 OTHER ASSET 85395 CHARITABLE REMAINDER UNITRUST 143066 RIGHT OF USE ASSETS 3198199 3426660 PENSION AND OTHER POSTRETIREMENT BENEFIT COSTS 2841906 LEASE LIABILITY 3649274 6491180 X 46376977 -12935135 83697 -12851438 59228415 71350 71350 59299765 50842623 0 50842623 71350 -83697 -12347 50830276 PART V, LINE 4: EARNINGS FROM ENDOWMENTS ARE INTENDED TO BE USED TO ADVANCE PROGRAMS IN THE FOLLOWING AREAS: 1) EDUCATIONAL AND PROFESSIONAL DEVELOPMENT, 2) PUBLIC AND GOVERNMENT OUTREACH AND OTHER, AND 3) AWARD PROGRAMS FOR SCHOLASTIC ACHIEVEMENT. PART X, LINE 2: SCHEDULE D, PART X, LINE 2 - EXPLANATION FOR UNCERTAIN TAX POSITIONS: AICHE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 83,697. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -83,697. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 16618 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 188273 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 589365 SOUTH ASIA 1 2 PROGRAM SERVICES ORGANIZING & CONDUCTING SEMINARS/SPEAKING AT CONFERENCES 234861 NORTH AMERICA 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 52440 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 135234 SUB SAHARAN-AFRICA 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 15007 1 3 0 0 1 3 1231798 0 1231798 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X 1 POWERED BY PROFESSIONALS INC 1460 BROADWAY 4TH FLOOR NEW YORK NY 10036 PLANNING AND DIRECTING OF ANNUAL GALA 0 506220 65700 440520 506220 65700 440520 NY AK AL CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR GALA 506220 450020 56200 83697 506220 450020 56200 83697 83697 -27497 1 SCHOLARSHIPS AND AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 527 2659773 PART I, LINE 2: THE AMERICAN INSTITUTE OF CHEMICAL ENGINEERS ("AICHE") ADMINISTERS SEVERAL AWARDS INCLUDING MONETARY PRIZES, CERTIFICATES, PLAQUES, MEDALS, HONORARIA, SCHOLARSHIPS, TRAVEL AWARDS AND INVITED LECTURES. SEVERAL OF THESE INCLUDE THE FOLLOWING: INSTITUTE AWARDS: (AICHE'S MOST PRESTIGIOUS AWARDS - HONORING EMINENT CHEMICAL ENGINEERS FOR ACCOMPLISHMENTS IN RESEARCH AND EDUCATION, ACHIEVEMENTS IN INDUSTRIAL PRACTICE, CONTRIBUTIONS TO THE PROFESSION, AND SERVICE TO SOCIETY. THESE AWARDS ARE PRESENTED EACH YEAR AT AICHE'S ANNUAL MEETING. BOARD OF DIRECTORS' AWARDS: CLOSELY ASSOCIATED WITH THE INSTITUTE AWARDS, BOARD OF DIRECTORS' AWARDS HONOR MEMBERS FOR LIFETIME CONTRIBUTIONS TO THE PROFESSION AND TO THE INSTITUTE. BOARD OF DIRECTORS' AWARDS ARE PRESENTED AT AICHE'S ANNUAL MEETING. COMMITTEE AWARDS: INSTITUTE COMMITTEES GIVE A WIDE RANGE OF AWARDS TO INDIVIDUALS AND GROUPS FOR MEETING PROGRAM CONTRIBUTIONS, PUBLIC OUTREACH, LEADERSHIP, CONTRIBUTIONS TO ENGINEERING DIVERSITY, AND OTHER ACTIVITIES. TECHNICAL DIVISION & FORUM AWARDS: DIVISION AND FORUM AWARDS HONOR INDIVIDUALS FOR EXCELLENCE IN THEIR TECHNICAL FIELDS. A WIDE RANGE OF FIELDS ARE REPRESENTED. LOCAL SECTION AWARDS: LOCAL SECTION AWARDS RECOGNIZE EXCELLENCE IN PUBLIC AFFAIRS INITIATIVES, EDUCATIONAL PROGRAMS, AND OTHER ACCOMPLISHMENTS. STUDENT AWARDS & COMPETITIONS: GRANTED TO INDIVIDUALS AND STUDENT CHAPTERS, THESE AWARDS RECOGNIZE ACADEMIC SKILL AND STUDENT CHAPTER ACHIEVEMENTS. SCHOLARSHIPS AND COMPETITIONS ARE INCLUDED. SOCIETY OF BIOLOGICAL ENGINEERING AWARDS: THE SOCIETY OF BIOLOGICAL ENGINEERING PRESENTS FOUR PRESTIGIOUS AWARDS EVERY YEAR AT AICHE'S ANNUAL MEETING AND OTHER VENUES, INCLUDING THE J. BAILEY AWARD AND D.I.C. WANG AWARD. INTERSOCIETY AND OTHER AWARDS: PRESTIGIOUS NATIONAL AND INTERNATIONAL ENGINEERING AWARDS, CO-SPONSORED AND ADMINISTERED BY OTHER ORGANIZATIONS AND ASSOCIATIONS. THE FUTURE OF STEM SCHOLARS INITIATIVE (FOSSI): IS A COLLABORATION OF LEADING ORGANIZATIONS IN THE CHEMICAL AND AFFILIATED INDUSTRIES LAUNCHED TO SUPPORT STUDENTS FROM UNDERREPRESENTED COMMUNITIES PURSUING STUDIES IN A RANGE OF PREFERRED SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) FIELDS. FOSSI PROVIDES SCHOLARSHIPS FOR STUDENTS ATTENDING HISTORICALLY BLACK COLLEGES AND UNIVERSITIES AND IS A SIGNIFICANT MILESTONE IN THE INDUSTRY'S DIVERSITY, EQUITY, AND INCLUSION PROGRAM. AICHE MAINTAINS RECORDS OF ALL ASSISTANCE MADE FROM THE PRE-AWARD / DUE DILIGENCE PHASE WHICH DETERMINES THE SELECTION OF THE AWARDEE TO THE FINAL PRESENTATION. MOST AWARDS ARE MADE POST ACHIEVEMENT. X 1 1 X X X X X 0 0 0 1 0 1 0 0 0 DARLENE SCHUSTER EXECUTIVE DIR. & CEO 353393 0 93696 0 23184 0 30356 0 33470 0 534099 0 0 0 SHAKEEL KADRI EXECUTIVE DIR. & CEO, CCPS 301976 0 95990 0 29936 0 39506 0 37230 0 504638 0 0 0 JUNE C WISPELWEY EXECUTIVE DIR. & CEO (OUTGOING) 209987 0 179958 0 1386 0 36656 0 20349 0 448336 0 0 0 BARBARA VALENTINE CHIEF FINANCIAL OFFICER 285882 0 83075 0 1548 0 39239 0 36466 0 446210 0 0 0 IAN SERGO SR. DIR. BUSINESS SERVICES 197607 0 56973 0 337 0 31485 0 43943 0 330345 0 0 0 LISA LANZKOWSKY CHIEF DEVELOPMENT OFFICER 226629 0 34925 0 1612 0 11028 0 53109 0 327303 0 0 0 CATHY DIANA CHIEF OF ADMINISTRATION 231960 0 77774 0 891 0 0 0 5269 0 315894 0 0 0 ANIL GOKHALE SR. DIR. CCPS PROJECTS 209977 0 32946 0 2475 0 29880 0 28388 0 303666 0 0 0 AMIT GUPTA CHIEF INFORMATION OFFICER 228487 0 36048 0 862 0 31949 0 260 0 297606 0 0 0 LOUISA NARA GLOBAL CCPS TECHNICAL DIRECTOR 197331 0 26687 0 2376 0 27370 0 35039 0 288803 0 0 0 IGNASI PALOU-RIVERA EXE. DIR. AND CHIEF TECHNOLOGY OFFIC 193281 0 16199 0 1612 0 25932 0 43231 0 280255 0 0 0 EVAN FLACH SR. DIR. CONFERENCES 164642 0 34257 0 386 0 22248 0 10780 0 232313 0 0 0 JEFFREY WOOD PROCUREMENT DIRECTOR 178680 0 17594 0 7726 0 0 0 15742 0 219742 0 0 0 MICHELLE BRYNER SR DIR. PUBLICATIONS & BUS DEV 161538 0 14342 0 563 0 19387 0 17371 0 213201 0 0 0 SCHEDULE J, PART I, LINES 1A, 5, 6 AND 7: PART I, QUESTION #1A: THE ORGANIZATION MAKES GROSS-UP PAYMENTS AS FOLLOWS: THE REIMBURSEMENT OF CERTAIN HOTEL AND TRAVEL EXPENSES IS ADDED TO INDIVIDUAL REPORTED INCOME, AND GROSSED UP FOR TAX PURPOSES. THOSE AMOUNTS ARE REPORTED IN PART II, COLUMN (III) AS PART OF OTHER COMPENSATION. PART I, QUESTION #5: THE ORGANIZATION PAID BONUSES CONTINGENT ON REVENUES FROM OPERATIONS. PART I, QUESTION #6: THE ORGANIZATION PAID BONUSES CONTINGENT ON THE NET EARNINGS (CHANGE IN NET ASSETS FROM OPERATIONS) OF THE ORGANIZATION. PART I, QUESTION #7: THE ORGANIZATION ADDITIONALLY PROVIDED NON-FIXED PAYMENTS CONTINGENT ON THE FOLLOWING: A. ACHIEVE BUDGETED NET OPERATIONS PROFITABILITY. B. INCREASE AND RETAIN PROFESSIONAL MEMBERS. C. OPERATIONALIZE AICHE'S STRATEGIC PLAN FOR INCLUSION, DIVERSITY, EQUITY, ANTI-RACISM, AND LEARNING (IDEAL). D. ADVANCE THE INSTITUTE FOR LEARNING AND INNOVATION (ILI) X 10 136376 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ALMOST 54,000 MEMBERS. THERE ARE NO STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS, THE ORGANIZATION'S GOVERNING BODY, IS ELECTED BY GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE AICHE CONSTITUTION REQUIRE RATIFICATION BY ITS MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 AND ALL ASSOCIATED SCHEDULES ARE FIRST REVIEWED BY STAFF (EXECUTIVE DIRECTOR & CEO, CHIEF FINANCIAL OFFICER AND CONTROLLER). NEXT, ALL DOCUMENTS ARE POSTED TO THE BOARD PORTAL, AND THE BOARD MEMBERS ARE NOTIFIED THAT THE DOCUMENTS HAVE BEEN UPLOADED. BOARD MEMBERS ARE REQUESTED TO INDICATE VIA EMAIL THEY HAVE READ THE FORM 990, AND EITHER HAVE NO CONCERNS, OR QUESTIONS OR COMMENTS ARE RAISED. THE EMAIL IS SHARED WITH THE TREASURER, CONTROLLER AND THE CFO. THE CONTROLLER ADDRESSES ISSUES AND COORDINATES MODIFICATIONS AS REQUIRED. THE TREASURER IS INFORMED OF MODIFICATIONS, AND THE TREASURER AND CHAIR OF THE AUDIT COMMITTEE THEN GIVE THE FINAL APPROVAL TO THE CFO TO FILE THE FORM 990. THE DOCUMENTS ARE THEN FILED WITH THE IRS AND THE FILED DOCUMENTS ARE POSTED TO THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND STAFF, INCLUDING ALL KEY EMPLOYEES, REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A FORM INDICATING THAT THEY UNDERSTAND THE POLICY AND WILL ADHERE TO IT WHILE ENGAGED IN ACTIVITIES WITH AICHE. ALL EXCEPTIONS ARE NOTED AND DESCRIBED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE, WHICH IS THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PLUS 2 PAST PRESIDENTS, REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR & CEO. AN EXTERNAL COMPENSATION ORGANIZATION IS HIRED TO PERFORM COMPARABILITY STUDIES ON A ROLLING BASIS EVERY 3-4 YEARS. THE COMPENSATION COMMITTEE REVIEWS THE COMPARABILITY REPORT OF THE EXECUTIVE DIRECTOR & CEO AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR & CEO. COMPENSATION DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN A LOGBOOK, APPROVED BY THE SECRETARY AND MAINTAINED BY THE CHIEF OF ADMINISTRATION. THE COMPENSATION COMMITTEE PROVIDES REPORTS TO THE AICHE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR & CEO IS RESPONSIBLE FOR SETTING COMPENSATION OF ALL STAFF. THE EXECUTIVE DIRECTOR & CEO UTILIZES THIRD PARTY COMPENSATION BENCHMARKING STUDIES TO CONFIRM THAT COMPENSATION IS WITHIN GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) GOVERNING DOCUMENTS (CONSTITUTION AND BYLAWS) ARE POSTED ON THE AICHE WEBSITE (WWW.AICHE.ORG); 2) CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE WEBSITE; 3) AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BOTH IN SUMMARY AND COMPLETE VERSIONS ON THE WEBSITE, AND ARE PROVIDED ON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES OTHER: PROGRAM SERVICE EXPENSES 4,484,524. MANAGEMENT AND GENERAL EXPENSES 884,987. FUNDRAISING EXPENSES 337,100. TOTAL EXPENSES 5,706,611. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -97,989. POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST 93,955. OTHER COMPONENTS OF NET PERIODIC PENSION COSTS -6,388. OTHER COMPONENTS RELATED TO NET PERIODIC POSTRETIREMENT COST 53,624. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII: WENDY YOUNG SERVED AS A TREASURER UNTIL JUNE 2022. IN JUNE 2022, SHE RESIGNED AS TREASURER AND BECAME AN EMPLOYEE OF THE ORGANIZATION. THE COMPENSATION REPORTED IN PART VII IS A PAYMENT TO HER FOR SERVICES PROVIDED AS AN EMPLOYEE, AND NOT AS AN OFFICER.