2024-11-14T11:15:39-06:00 2023-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-01-01 530196644 ALEXANDER GRAHAM BELL ASSOCIATION FOR THE DEAF AND HARD OF HEARING ALEX 2023375220 3417 VOLTA PLACE NW WASHINGTON DC 200072737 EMILIO ALONSO-MENDOZA CHIEF EXECUTIVE OFFICER 2023375220 2024-11-13 1 0 MEREDITH BELL P01696827 8042822121 2024-11-09 2023 2024-10-15 13:58:12Z KEN LEVINSON 3417 VOLTA PLACE NW WASHINGTON DC 200072737 2695604 0 X WWW.AGBELL.ORG X 2002 DC WORKING GLOBALLY TO ENSURE THAT PEOPLE WHO ARE DEAF AND HARD OF HEARING CAN HEAR AND TALK.WE WANT ALL FAMILIES TO BE INFORMED AND SUPPORTED, PROFESSIONALS TO BE APPROPRIATELY QUALIFIED TO TEACH AND HELP CHILDREN WITH HEARING LOSS, PUBLIC POLICY LEADERS TO EFFECTIVELY ADDRESS THE NEEDS OF PEOPLE WITH HEARING LOSS, AND COMMUNITIES TO BE EMPOWERED TO HELP THEIR NEIGHBORS WITH HEARING LOSS SUCCEED: THE ALEXANDER GRAHAM BELL ASSOCIATION WORKS GLOBALLY TO ENSURE THAT PEOPLE WHO ARE DEAF AND HARD OF HEARING CAN HEAR AND TALK. WE ACHIEVE OUR MISSION BY EMPOWERING PARENTS, TRAINING PROFESSIONALS AND SUPPORTING PEOPLE WITH HEARING LOSS. 17 17 10 196 0 0 1281071 1332574 258977 318234 69312 131360 3656 -578 1613016 1781590 442700 410281 0 0 1118958 893773 0 0 327467 1765227 1889917 3326885 3193971 -1713869 -1412381 14433040 13022612 1428469 1092770 13004571 11929842 X THE ALEXANDER GRAHAM BELL ASSOCIATION WORKS GLOBALLY TO ENSURE THAT PEOPLE WHO ARE DEAF AND HARD OF HEARING CAN HEAR AND TALK. WE ACHIEVE OUR MISSION BY EMPOWERING PARENTS, TRAINING PROFESSIONALS AND SUPPORTING PEOPLE WITH HEARING LOSS. 0 0 863101 40000 315223 EDUCATION AND TRAINING - TRAINING AND INFORMATION ON THE LATEST RESEARCH AS WELL AS UP-TO-DATE RESOURCES ON BEST PRACTICES IN LISTENING AND SPOKEN LANGUAGE IS THE FOCUS OF THE ANNUAL SYMPOSIUM. SINCE 2020, THE SYMPOSIUM HAS BEEN HELD VIRTUALLY AND INCLUDED ATTENDANCE FROM 47 COUNTRIES IN 2023. THE LOFT PROGRAM FOR HIGH TEENS WAS OFFERED FACE TO FACE AND INVOLVED 38 TEENS. LEAP FOR MIDDLE SCHOOL AND LEAP FOR HIGH SCHOOL WAS HELD VIRTUALLY AND DREW 70 AND 49 REGISTRANTS RESPECTIVLY. LEAP AND LOFT PROGRAMMING ASSIST TEENS IN SELF-AWARENESS, SELF-DETERMINATION, STRENGTH-BASED LEADERSHIP, ADVOCACY FOR THEMSELVES AND OTHERS, AND IMPROVED COMMUNICATION SKILLS AND SELF-CONFIDENCE. 557053 3917 COMMUNICATIONS AND PUBLICATIONS-TO ENSURE THAT INFORMATION REACHES PEOPLE WITH HEARING LOSS, THEIR FAMILIES AND THE PROFESSIONALS WHO SERVE THEM, AG BELL PROVIDED THE MOST UP-TO-DATE INFORMATION IN WELL-RESPECTED PUBLICATIONS ON LISTENING AND SPOKEN LANGUAGE. AG BELL'S WEBSITE IS THE BEST-KNOWN, INTERNATIONALLY RECOGNIZED RESOURCE PROVIDING INFORMATION IN ENGLISH AND SPANISH. AG BELL ALSO PUBLISHES ITS WEEEKLY BLOG, VOLTA VOICES, AND OTHER RELIABLE BROCHURES AND MATERIALS REGARDING LISTENING AND SPOKEN LANGUAGE, AND MAKES EXTENSIVE USE OF SOCIAL MEDIA TO RAISE AWARENESS THAT CHILDREN WHO ARE DEAF CAN LEARN TO HEAR AND TALK. 435189 364098 FINANCIAL AID - AG BELL PROVIDED FINANCIAL ASSISTANCE TO FAMILIES OF CHILDREN WITH MODERATE TO SEVERE/PROFOUND HEARING LOSS TO ASSIST WITH EQUIPMENT, THERAPY, LEARNING TOOLS, SPECIALIZED PROGRAMMING, PRIVATE SCHOOL, AND COLLEGE EDUCATION. 260577 6183 AGBI 132014 MEMBERSHIP & CHAPTERS 392591 6183 2247934 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 150 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X THE ASSOCIATION 2023375220 3417 VOLTA PLACE NW WASHINGTON DC 200072737 KEN LEVINSON CHAIR 1.00 1.00 X X 0 0 0 HOWARD FRANCIS CHAIR-ELECT 1.00 0.00 X X 0 0 0 SUSAN LENIHAN IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 ROBERT BUSH TREASURER 1.00 0.00 X X 0 0 0 IVETTE CEJAS SECRETARY 1.00 0.00 X X 0 0 0 ULRIKA LOFKVIST DIRECTOR 1.00 1.00 X 0 0 0 SARA GROSVENOR DIRECTOR 1.00 0.00 X 0 0 0 JOHN F STANTON DIRECTOR 1.00 0.00 X 0 0 0 ARLENE STREDLER BROWN DIRECTOR 1.00 0.00 X 0 0 0 MARK CRONK DIRECTOR 1.00 0.00 X 0 0 0 MARIA FERNANDA HINOJOSA VALENCIA DIRECTOR 1.00 0.00 X 0 0 0 KAREN STEIN DIRECTOR 1.00 0.00 X 0 0 0 LILIAN FLORES-BELTRAN DIRECTOR 1.00 0.00 X 0 0 0 JANE MADELL DIRECTOR 1.00 0.00 X 0 0 0 MILA MELO DIRECTOR 1.00 0.00 X 0 0 0 MIKE STANTON DIRECTOR 1.00 0.00 X 0 0 0 MEREDITH SUGAR DIRECTOR 1.00 0.00 X 0 0 0 EMILIO ALONSO-MENDOZA CHIEF EXECUTIVE OFFICER 35.00 5.00 X 244355 34908 27556 GAYLA GUIGNARD CHIEF STRATEGY OFFICER 35.00 5.00 X 109090 15584 32305 353445 50492 59861 2 0 1 0 RSM US LLP 331 W 3RD ST STE 200 DAVENPORT IA 52801 ACCOUNTING 209863 THRILL COMMUNICATIONS LLC 5062 CANOGA AVENUE WOODLAND HILLS CA 91364 PROGRAM CONSULTING 116094 2 29195 64625 1238754 1332574 CONVENTION & CONFERENC 900099 315223 315223 SUBSCRIPTIONS 513120 3011 3011 318234 77344 77344 93 93 968030 914014 54016 54016 54016 906 0 906 906 MISCELLANEOUS REVENUE 900099 -1577 -1577 -1577 1781590 319140 0 129876 X 6183 6183 332843 332843 71255 71255 268466 188958 42068 37440 454529 319917 71224 63388 12396 8725 1942 1729 157372 110765 24660 21947 1010 711 158 141 16811 9364 5241 2206 204914 114144 63882 26888 27988 27988 513907 286263 160211 67433 45550 45366 99 85 92063 45086 34141 12836 148880 119618 12561 16701 78355 20207 53480 4668 57055 43969 8535 4551 112580 94028 18359 193 58021 23479 28807 5735 132697 88297 23975 20425 70380 46831 12716 10833 AGBI EXPENSES 254961 254961 OTHER 38910 10428 28329 153 LICENSE FEES & TRAINING 30328 2626 27702 DUES AND SUBSCRIPTIONS 6517 3910 194 2413 3193971 2247934 618570 327467 202078 221818 4129004 3065904 19706 19529 4500 5965 3442795 2692521 882974 750274 2418502 2323758 6776276 6635364 14433040 13022612 1396422 1060723 32047 32047 1428469 1092770 X 1194479 976991 11810092 10952851 13004571 11929842 14433040 13022612 -1412381 337652 0 X X 0 1 X 1 0 X 923869 1751324 6200293 1281071 1332574 11489131 166719 228335 233013 260260 319140 1207467 1090588 1979659 6433306 1541331 1651714 12696598 62031 1380501 1525000 440000 440000 3847532 0 62031 1380501 1525000 440000 440000 3847532 8849066 150313 100161 202864 82475 77437 613250 150313 100161 202864 82475 77437 613250 4811 80273 10384 753 -1577 94644 1245712 2160093 6646554 1624559 1727574 13404492 0.66020 0.66830 0.04570 0.05260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 4,811. 2020 AMOUNT: $ 80,273. 2021 AMOUNT: $ 10,384. 2022 AMOUNT: $ 753. 2023 AMOUNT: $ -1,577. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 100 0 20779 1 1 7031364 131530 23803 7139091 7222759 -136829 54566 7031364 5762186 1483792 23219 7222759 6726550 116489 21475 1059378 5762186 6554350 329583 157383 6726550 0.29673 0.70327 0.00000 0 0 2997486 2266888 730598 149234 138537 10697 296075 287096 8979 750274 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6476027 DUE FROM AFFILIATE 159337 6635364 PART V, LINE 4: THE ASSOCIATION HAS A SPENDING POLICY WHICH CONSIDERS THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 68755 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2500 0 0 0 0 0 0 71255 0 71255 FINANCIAL AID DISTRIBUTIONS NORTH AMERICA 36 68755 WIRE TRANSFER FINANCIAL AID DISTRIBUTIONS SOUTH AMERICA 1 2500 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: UTILIZING A COMMITTEE PROCESS, AG BELL AWARDS SCHOLARSHIPS AND GRANTS TO FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING, STUDENTS, AND ORGANIZATIONS THAT ARE COMMITTED TO A LISTENING AND SPOKEN LANGUAGE APPROACH TO EDUCATION. THE RECIPIENTS MUST DEMONSTRATE FINANCIAL NEED, HAVE MODERATE TO PROFOUND HEARING LOSS AND UTILIZE LISTENING AND SPOKEN LANGUAGE TO COMMUNICATE. CERTAIN SCHOLARSHIP RECIPIENTS HAVE ADDITIONAL REQUIREMENTS FOR AGE OR TYPE OF ACADEMIC STUDY. 1 FINANCIAL AID DISTRIBUTIONS 196 332843 PART I, LINE 2: UTILIZING A COMMITTEE PROCESS, AG BELL AWARDS SCHOLARSHIPS AND GRANTS TO FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING, STUDENTS, AND ORGANIZATIONS THAT ARE COMMITTED TO A LISTENING AND SPOKEN LANGUAGE APPROACH TO EDUCATION. THE RECIPIENTS MUST DEMONSTRATE FINANCIAL NEED, HAVE MODERATE TO PROFOUND HEARING LOSS AND UTILIZE LISTENING AND SPOKEN LANGUAGE TO COMMUNICATE. CERTAIN SCHOLARSHIP RECIPIENTS HAVE ADDITIONAL REQUIREMENTS FOR AGE OR TYPE OF ACADEMIC STUDY. X X 0 0 0 0 0 0 0 0 0 EMILIO ALONSO-MENDOZA CHIEF EXECUTIVE OFFICER 244355 34908 0 0 0 0 14899 2128 9213 1316 268467 38352 0 0 GAYLA GUIGNARD CHIEF STRATEGY OFFICER 109090 15584 0 0 0 0 8190 1024 20205 2886 137485 19494 0 0 FORM 990, PART V, LINE 2B: THE ORGANIZATION'S EMPLOYEES ARE CONTRACTED THROUGH INSPERITY WHICH IS RESPONSIBLE FOR FILING ALL RELATED EMPLOYMENT TAX FORMS, INCLUDING THE W3. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE CORPORATION IS OPEN TO ALL INDIVIDUALS WISHING TO PARTICIPATE IN PROMOTING THE PURPOSES OF THE CORPORATION. THE MEMBERS SHALL BE DIVIDED INTO THE FOLLOWING CLASSES: LIFE, REGULAR, AND STUDENT. THE CHARACTERISTICS, RIGHTS, LIMITATIONS, AND OBLIGATIONS ATTACHING TO EACH OR ANY CLASS OF MEMBERS SHALL BE DETERMINED BY THE BOARD. THE BOARD MAY ESTABLISH OTHER CATEGORIES OF MEMBERSHIP, WITH SUCH RIGHTS AND OBLIGATIONS AS THE BOARD MAY DETERMINE, AND MAY FURTHER DEFINE THE QUALIFICATIONS FOR MEMBERSHIP ELIGIBILITY IN ANY CATEGORY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED. THE RETURN IS ALSO REVIEWED INTERNALLY BY THE CEO BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST IN ALL INSTANCES, DIRECTORS, OFFICERS AND EMPLOYEES OF THE CORPORATION SHOULD AVOID ALL ACTIONS INVOLVING MATERIAL CONFLICTS OF INTEREST WITH THE CORPORATION. FROM TIME TO TIME, AS NECESSARY, THE BOARD MAY DEVELOP POLICY GUIDELINES TO HELP ENSURE THE AVOIDANCE OF ANY SUCH MATERIAL CONFLICTS OF INTEREST. NO CONTRACT OR TRANSACTION WHICH MAY RESULT IN A DIRECT OR INDIRECT FINANCIAL OR PERSONAL BENEFIT TO ONE OF MORE THE CORPORATION'S DIRECTORS, OFFICERS, OR EMPLOYEES SHALL BE VOID OR VOIDABLE SOLELY FOR THIS REASON, IF: (1) THE MATERIAL FACTS OF THE INDIVIDUAL'S OR INDIVIDUALS' RELATIONSHIP OR INTEREST IN THE CONTRACT OR TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD, AND THE BOARD EXPLICITLY REVIEWS THE MATTER WITH THE CONCERNED INDIVIDUAL OR INDIVIDUALS ABSENT WHILE THAT MATTER IS BEING DISCUSSED; AND (2) THE BOARD IN GOOD FAITH AUTHORIZES THE CONTRACT OR TRANSACTION IN ADVANCE BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS OR MEMBERS, EVEN THOUGH THE DISINTERESTED DIRECTORS OR MEMBERS MAY CONSTITUTE LESS THAN A QUORUM; AND (3) THE CONTRACT OR TRANSACTION IS FAIR TO THE CORPORATION AS OF THE TIME IT IS AUTHORIZED, APPROVED OR RATIFIED BY THE BOARD. INTERESTED DIRECTORS, OFFICERS OR OTHER INTERESTED INDIVIDUALS SHALL RECUSE THEMSELVES FROM BOARD MEETINGS DURING BOTH DISCUSSION AND VOTING IN CONNECTION WITH POTENTIAL OR ACTUAL CONFLICT OF INTEREST SITUATIONS. AN INTERESTED INDIVIDUAL MAY, HOWEVER, ANSWER QUESTIONS IF HE OR SHE OTHERWISE RECUSES HIMSELF OR HERSELF. INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD AT WHICH THE BOARD AUTHORIZES THE CONTRACT OR TRANSACTION AT ISSUE. FORM 990, PART VI, SECTION B, LINE 15A AG BELL REQUESTS A COMPENSATION REPORT FROM INSPERITY. FORM 990, PART VI, SECTION C, LINE 19 THE COMPANY MAKES ITS GOVERNING DOCUMENTS AVAILABLE VIA WEBSITE, AND ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING AND OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 286,263. MANAGEMENT AND GENERAL EXPENSES 160,211. FUNDRAISING EXPENSES 67,433. TOTAL EXPENSES 513,907. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. AG BELL ACADEMY FOR LISTENING AND SPOKEN LANGUAGE 3417 VOLTA PLACE NW WASHINGTON DC 20007 510553307 CERTIFICATION OF LISTENING & SPOKEN LANGUAGE SPECIALISTS DC 501(C)(6) AG BELL ASSOCIATION 0 AG BELL INTERNATIONAL 8TH FLOOR 6 NEW ST SQUARE NEW FETTE LONDON EC4A 3AQ UK PROMOTE AND ENCOURAGE THE PREVENTION AND MITIGATION OF DEAFNESS UK AG BELL ASSOCIATION 0 AGBI FOUNDATION SANTISIMA TRINIDAD 35 BAJO MADRID SP 28010 THE PROVISION OF SOCIAL ASSISTANCE AND INTEGRAL SP AG BELL ASSOCIATION 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 AG BELL ACADEMY FOR LISTENING AND SPOKEN LANGUAGE D 159337 HISTORICAL BALANCE AGBI FOUNDATION P 429014 CASH