2024-10-01T14:49:05-05:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-01-01 530204661 AMERICAN STATISTICAL ASSOCIATION AMER 7036841221 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 DEREK CURTIS II DIRECTOR OF FINANCE AND ADMIN 7036841221 2024-10-01 1 0 KELLI PECK P01423033 3217516200 2023 2024-10-15 13:58:12Z RONALD WASSERSTEIN 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 12343180 0 X WWW.AMSTAT.ORG X 1839 MA PROMOTING THE PRACTICE AND PROFESSION OF STATISTICS. 16 15 35 1500 600566 382396 1193872 1458061 6367594 6540693 941150 339738 1565823 1740378 10068439 10078870 241980 328417 0 0 4846770 4910117 0 0 221293 5834749 6583782 10923499 11822316 -855060 -1743446 24832895 25405166 5482768 5319789 19350127 20085377 X PROMOTING THE PRACTICE AND PROFESSION OF STATISTICS. 0 0 2921047 3819230 MEETINGS: THE ASSOCIATION PROVIDES FOR VARIOUS MEETINGS AND WORKSHOPS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN STATISTICAL THEORY AND APPLICATION. THESE MEETINGS OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS AND DISCUSSION OF RESEARCH FINDINGS AMONG COLLEAGUES. 2301959 227151 PROGRAMS: VARIOUS PROJECTS UNDERTAKEN TO FURTHER STATISTICS AMONG THE PUBLIC. THIS INCLUDES EXPENSES FOR VARIOUS AWARDS PRESENTED, WHICH INCREASE THE VISIBILITY OF STATISTICS AND ITS METHODS WITH THE GENERAL PUBLIC, INCLUDING SCIENCE POLICY, VARIOUS STATISTICAL OUTREACH PROGRAMS, A PUBLIC AWARENESS CAMPAIGN, AND ONLINE JOB ADVERTISING FOR STATISTICS POSITIONS. 1237410 1500 753285 PUBLICATIONS: THE ASSOCIATION PRODUCES VARIOUS PUBLICATIONS AND MAGAZINES. THESE PUBLICATIONS REPRESENT THE ASSOCIATION'S COMMITMENT TO THE ONGOING ENHANCEMENT OF STATISTICAL EDUCATION AND THE PUBLIC'S UNDERSTANDING OF STATISTICS. 664378 41200 126387 SECTION EXPENSES: REPRESENT THE ASSOCIATION'S ORGANIZATION IN GROUPS BY PROFESSIONAL SUBJECT MATTER. THESE SECTIONS FACILITATE PROFESSIONAL INTERCHANGES AND RESEARCH OPPORTUNITIES IN STATISTICS. 1017959 1823307 MEMBERSHIP DEVELOPMENT: COSTS RELATED TO MEMBER SERVICE MAINTENANCE. 440891 5000 18484 EDUCATION: THE ASSOCIATION OFFERS A WIDE RANGE OF CONTINUING EDUCATION OPPORTUNITIES, WHICH REPRESENT A FORUM FOR EMERGING STATISTICS RESEARCH. THESE PROGRAMS INCLUDE WORKSHOPS, LECTURES, AND EXPENSES RELATED TO THE PRODUCTION AND SALE OF EDUCATIONAL MATERIALS. ADDITIONALLY, THE ASSOCIATION ADVOCATES AND PROVIDES MATERIALS FOR STATISTICS EDUCATION AT THE K-12, COMMUNITY COLLEGE UNDERGRADUATE, AND GRADUATE LEVELS, AND PROVIDES LEADERSHIP IN THE EDUCATION COMMUNITY ABOUT STATISTICS AND DATA SCIENCE. 793212 53566 GRANTS AND AWARDS: REPRESENT EXPENSES RELATED TO PROVIDING ADVICE AND TECHNICAL ASSISTANCE, WHICH ENHANCE STATISTICAL EDUCATION THROUGH THE SUPPORT OF FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES. 2916440 99766 1968178 9376856 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 362 0 1 35 1 1 1 0 0 0 0 0 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 1 0 VA X DEREK CURTIS II 7036841221 732 NORTH WASHINGTON STREET ALEXANDRIA VA 223141943 DIONNE PRICE PRESIDENT 5.00 X X 0 0 0 MADHUMITA GHOSH DASTIDAR PRESIDENT-ELECT 5.00 X X 0 0 0 KATHERINE ENSOR PAST PRESIDENT 5.00 X X 0 0 0 NICHOLAS HORTON VICE PRESIDENT 5.00 X X 0 0 0 MARIA MATILDE KAM VICE PRESIDENT 5.00 X X 0 0 0 KATHERINE THOMPSON VICE PRESIDENT 5.00 X X 0 0 0 RUIXIAO LU TREASURER 5.00 X X 0 0 0 JANA ASHER SECTIONS REPRESENTATIVE 5.00 X 0 0 0 CATHERINE CALDER SECTIONS REPRESENTATIVE 5.00 X 0 0 0 MICHELLE SHARDELL SECTIONS REPRESENTATIVE 5.00 X 0 0 0 BIN NAN PUBLICATION REPRESENTATIVE 5.00 X 0 0 0 INGRID VAN KEILEGOM INT'L REPRESENTATIVE 5.00 X 0 0 0 ALEXANDRA L HANLON CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 MELINDA HOLT CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 KENDRA SCHMID CHAPTERS REPRESENTATIVE 5.00 X 0 0 0 RONALD WASSERSTEIN EXECUTIVE DIRECTOR & SECRETARY 40.00 X X 365327 0 65897 DONNA LALONDE ASSOC EXEC DIRECTOR 40.00 X 232670 0 31644 STEPHEN PIERSON DIRECTOR OF STRATEGIC INIT 40.00 X 200124 0 56741 TIMOTHY GILL DIRECTOR OF IT 40.00 X 186980 0 52553 DEREK CURTIS DIRECTOR OF FINANCE 40.00 X 149914 0 31123 ADRIANO SARMIENTO ACCOUNTING MANAGER 40.00 X 172924 0 25635 AMY FARRIS DIRECTOR OF MEMBERSHIP 40.00 X 147994 0 50596 1455933 0 314189 14 0 1 0 CEAVCO AUDIO VISUAL CO 4860 WARD RD WHEAT RIDGE CO 80033 MEETING SERVICES 613932 STANTON COMMUNICATIONS 655 14TH STREET WASHINGTON DC 20005 PUBLIC RELATIONS SERVICE 180961 CORDIA RESOURCES 8330 BOONE BLVD VIENNA VA 22182 PROFESSIONAL SERVICES 153569 LSC COMMUNICATIONS PO BOX 932987 CLEVELAND OH 44193 PUBLICATION SERVICES 153499 METROPOLITAN TORONTO CONVENTION CENTRE C 255 FRONT ST W TORONTO ONTARIO CA M5V 2W6 MEETING SERVICES 148878 9 1458061 1458061 MEETINGS & CONFERENCE 611430 3819230 3819230 MEMBERSHIP DUES 900099 1823307 1823307 PUBLICATIONS 541800 753285 171203 582082 SECTION INCOME 900099 126387 126387 ACCREDITATION 900099 18484 18484 6540693 555971 555971 1603139 1603139 9750 0 9750 9750 9750 2048077 2264310 -216233 -216233 -216233 OTHER REVENUE 900099 127489 127489 127489 10078870 5940127 600566 2080116 X 62575 62575 253387 253387 12455 12455 701439 556345 131964 13130 2980742 2364172 560775 55795 260131 206323 48939 4869 718662 570006 135204 13452 249143 197607 46872 4664 6310 5005 1187 118 53026 42057 9976 993 1387215 1100268 260981 25966 16678 13228 3138 312 612239 485597 115182 11460 372084 295118 70001 6965 286419 227173 53885 5361 2554598 2026176 480604 47818 69459 55091 13068 1300 364400 289023 68556 6821 64263 50970 12090 1203 UBIT TAXES 76058 60325 14309 1424 OVERHEAD 315478 218501 88202 8775 DUES/SUBSCRIPTIONS 217404 172434 40901 4069 AWARDS AND PLAQUES 90723 35744 50004 4975 97428 77276 18329 1823 11822316 9376856 2224167 221293 700 700 246390 199226 906000 960860 338794 366308 10593460 5987196 4928171 4606264 18229732 19048147 147157 194347 35951 29314 24832895 25405166 935246 1150388 2104471 2047444 2240544 1858011 202507 263946 5482768 5319789 X 17249698 17611620 2100429 2473757 19350127 20085377 24832895 25405166 -1743446 2478696 0 X 0 1 X 1 0 X 935527 873202 769304 2936534 3281368 8795935 7401896 4272182 4856819 3943059 4116820 24590776 8337423 5145384 5626123 6879593 7398188 33386711 0 0 0 33386711 1892102 1758229 2943187 1967280 2159110 10719908 1892102 1758229 2943187 1967280 2159110 10719908 182481 159571 466794 363173 302093 1474112 72381 27239 3126 51999 127489 282234 10484387 7090423 9039230 9262045 9986880 45862965 0.72800 0.76390 0.23370 0.20120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITY - 2019 AMOUNT: $ 72,381. 2020 AMOUNT: $ 27,239. 2021 AMOUNT: $ 3,126. 2022 AMOUNT: $ 51,999. 2023 AMOUNT: $ 127,489. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2715 16292 19007 11685960 11704967 735248 183812 0 0 607013 561599 686429 735248 2590289 3885434 7192 5933 20524 19007 52656 151753 140400 171607 183812 647572 971358 1161 739 3271 2715 7886 1457256 22398 238067 35621 1682100 1677909 91069 -282290 29432 1457256 1505500 55679 143445 26715 1677909 1316500 37930 183623 32553 1505500 1112087 18966 213771 28324 1316500 0.00000 0.61216 0.38784 0 0 959300 959300 8541220 4996912 3544308 357503 357503 0 735437 632781 102656 4606264 DUE TO JOINT VENTURES 263946 263946 12557566 2478696 2478696 10078870 0 10078870 11822316 0 11822316 0 11822316 PART V, LINE 4: THE ASSOCIATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. ALL EARNINGS OF THE ENDOWMENT ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR EXPENDITURE BASED ON DONOR RESTRICTIONS BY THE VARIOUS COMMITTEES OF THE ASSOCIATION. THE BOARD OF DIRECTORS HAS ASSIGNED A COMMITTEE TO EACH PROGRAM FOR THE PURPOSES OF SELECTING AND RECOMMENDING INDIVIDUALS FOR AWARDS OR GRANTS. 1 0 0 0 0 0 0 0 0 0 2023 WAKSBERG AWARD EAST ASIA AND THE PACIFIC 1 2500 AMEX FX SECTION PAPER AWARD EAST ASIA AND THE PACIFIC 1 500 AMEX FX NONPARAMETRIC PAPER AWARD EAST ASIA AND THE PACIFIC 1 500 INTERNATIONAL WIRE STUDENT PAPER AWARD EAST ASIA AND THE PACIFIC 1 500 AMEX FX SPES AWARD EAST ASIA AND THE PACIFIC 1 500 AMEX FX JOHN M CHAMBERS STATISTICAL SOFTWARE AWARD EAST ASIA AND THE PACIFIC 1 250 AMEX FX SPES AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 4 2000 AMEX FX FTC CONFERENCE AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 AMEX FX STUDENT AWARD - ASTROSTATISTICS IG EUROPE (INCLUDING ICELAND & GREENLAND) 1 100 INTERNATIONAL WIRE SIS UNDERGRADUATE RESEARCH COMPETITION EUROPE (INCLUDING ICELAND & GREENLAND) 1 100 INTERNATIONAL WIRE STUDENT PAPER AWARD MIDDLE EAST AND NORTH AFRICA 3 1500 AMEX FX 2023 MENTORING AWARD NORTH AMERICA 1 1500 INTERNATIONAL WIRE STUDENT PAPER AWARD NORTH AMERICA 2 1000 AMEX FX DOCTORAL RESEARCH AWARD NORTH AMERICA 1 405 AMEX FX SIS UNDERGRADUATE RESEARCH COMPETITION NORTH AMERICA 1 100 INTERNATIONAL WIRE 0 0 0 0 0 0 PART I, LINE 2: THE PROCEDURE IS THE SAME AS IT IS FOR GRANT FUNDS GIVEN TO US BASED ORGANIZATIONS. 1 AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE 1200 NEW YORK AVENUE NW WASHINGTON DC 20005 530196568 501(C)(3) 22575 0 PROGRAM SUPPORT AND SPONSORSHIP AMERICAN MATHEMATICAL SOCIETY 201 CHARLES STREET PROVIDENCE RI 02904 050264797 501(C)(3) 13000 0 PROGRAM SUPPORT AND SPONSORSHIP SOUTHERN REGIONAL COUNCIL ON STATISTICS 607 WILTON ROAD TOWSON MD 21286 141948710 501(C)(3) 7000 0 PROGRAM SUPPORT AND SPONSORSHIP THE CENTER FOR THE NATIONAL MATH SCIENCES ALLIANCE AT PERDUE UNIVERSITY 150 N UNIVERSITY STREET WEST LAFAYETTE IN 47907 356002041 501(C)(3) 20000 0 PROGRAM SUPPORT AND SPONSORSHIP 4 0 ANNIE T. RANDALL INNOVATOR AWARD 4 4000 ASA POSTER COMPETITION AWARD 19 2401 ASA PRIDE SCHOLARSHIP AWARD 2 1500 ASA PROJECT COMPETITION AWARD 9 600 B & E ZELLNER AWARD 1 1500 BIOMETRICS SECTION METHODOLOGY PAPER AWARD 1 1000 BIOPHARM POSTER AWARD 3 1000 BIOPHARM TRAVEL AWARD 8 3728 CONFERENCE POSTER AWARD 1 250 CONTRIBUTED PAPER AWARD 4 2700 CONTRIBUTED PAPER AWARD 1 800 CONTRIBUTING DATASET TO THE TSHS PORTAL AWARD 1 500 DATA CHALLENGE EXPO AWARD 3 1500 DAVID P. BYAR EARLY CAREER AWARD 1 2000 DEMING LECTURE AWARD 1 1000 DIETZ BEST PAPER AWARD 3 1125 DOCTORAL RESEARCH AWARD 5 2340 EDWARD C. BRYANT SCHOLARSHIP AWARD 1 2500 GERTRUDE M COX SCHOLARSHIP AWARD 2 2000 INTERNATIONAL PRIZE IN STATISTICS 1 80000 JOHN M CHAMBERS STATISTICAL AWARD 3 2500 JOHN M CHAMBERS STATISTICAL SOFTWARE AWARD 1 1000 JSM STATISTICAL SIGNIFICANCE AWARD 2 400 JSM STUDENT PAPER AWARDS 3 3468 KARL E. PEACE AWARD 1 1000 LINKS LECTURE AWARD 1 1000 METHODOLOGY PAPER AWARD 3 3000 NATHAN MANTEL AWARD 1 1000 NATRELLA AWARD 4 8000 NOETHER DISTINGUISHED SCHOLAR AWARD 1 5000 NOETHER EARLY CAREER SCHOLAR AWARD 2 5000 NONPARAMETRIC PAPER AWARD 1 500 POSTER AWARD 2 500 RIFFENBURGH AWARD 1 4000 SCHOLARSHIP AWARD 8 24000 SIRKEN AWARD 1 5000 SIS UNDERGRADUATE RESEARCH COMPETITION AWARD 1 100 SLDS POSTER AWARD IN A CONFERENCE 1 500 SLDS STUDENT PAPER AWARD 9 8500 SNDS SECTION STUDENT POSTER AWARD 10 2000 SPES AWARD 2 1000 SRC STUDENT TRAVEL AWARD 16 9525 SRMS STUDENT PAPER AWARD 1 1000 SSPA AWARD 1 300 STATISTICAL COMPUTING AWARD 1 2500 STATISTICAL GRAPHICS AWARD 1 2500 STUDENT AWARD - ASTROSTATISTICS IG STIMULUS FUND 1 100 STUDENT PAPER AWARD 47 32700 TSHS BEST CONTRIBUTED PRESENTATION AWARD 1 100 TSHS DISTINGUISHED ACHIEVEMENT AWARD 1 250 TSHS OUTSTANDING TEACHING AWARD 1 250 TSHS OUTSTANDING TEACHING AWARD 1 250 TSHS YOUNG INVESTIGATOR AWARD 2 1000 TSIG STUDEND PAPER AWARD 4 3000 W.J. DIXON AWARD 1 500 WALLER DISTINGUISHED TEACHING CAREER AWARED 1 1000 WALLER EDUCATION AWARD 1 1000 WILKS MEMORIAL AWARD 1 2100 WRAY JACKSON SMITH SCHOLARSHIP AWARD 2 2000 YOUNG INVESTIGATOR AWARD 4 3400 PART I, LINE 2: GRANT FUNDS ARE MONITORED BY EXPENSES BEING ENTERED TO A SPECIFIC GRANT GENERAL LEDGER CODE AND MULTIPLE APPROVALS REQUIRED. X X X 0 0 0 0 0 0 0 0 0 RONALD WASSERSTEIN EXECUTIVE DIRECTOR & SECRETARY 363651 0 0 0 1676 0 29700 0 39747 0 434774 0 0 0 DONNA LALONDE ASSOC EXEC DIRECTOR 225670 0 3800 0 3200 0 20718 0 13276 0 266664 0 0 0 STEPHEN PIERSON DIRECTOR OF STRATEGIC INIT 196340 0 2700 0 1084 0 18754 0 41537 0 260415 0 0 0 TIMOTHY GILL DIRECTOR OF IT 181096 0 4800 0 1084 0 17316 0 38787 0 243083 0 0 0 AMY FARRIS DIRECTOR OF MEMBERSHIP 143614 0 3800 0 580 0 13977 0 40169 0 202140 0 0 0 ADRIANO SARMIENTO ACCOUNTING MANAGER 168793 0 1700 0 2431 0 15388 0 12597 0 200909 0 0 0 DEREK CURTIS DIRECTOR OF FINANCE 147746 0 2000 0 168 0 10867 0 22645 0 183426 0 0 0 A INDUSDEVELAUTHORITY - CITY OF ALEXANDRIA 531381432 015305AB1 2013-05-31 5396000 BUILDING CONSTRUCTION PROJECT 0 0 0 A 382533 5396000 99556 2006 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE BOARD OF DIRECTORS WHEN ACTION IS REQUIRED, A MAIL BALLOT IS NOT FEASIBLE, AND, IN THE JUDGMENT OF THE PRESIDENT, SUCH ACTION IS NECESSARY. AN AFFIRMATIVE VOTE OF ALL BUT ONE OF THE EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR THIS PROCEDURE. THE BOARD OF DIRECTORS SHALL BE SENT NOTIFICATION WITHIN SEVEN DAYS OF SUCH AN ACTION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: FULL AND ORGANIZATIONAL. A FULL MEMBER IS AN INDIVIDUAL INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION OR AN INDIVIDUAL REPRESENTING AN ORGANIZATIONAL MEMBER. A FULL MEMBER ENJOYS ALL OF THE PRIVILEGES OF FULL MEMBERSHIP, AS PROVIDED IN THE CONSTITUTION AND BY-LAWS, INCLUDING VOTING FOR AND HOLDING OFFICE. AN ORGANIZATIONAL MEMBER IS AN INSTITUTION, CORPORATION, OR OTHER ORGANIZATION INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ALL FULL MEMBERS CAN VOTE FOR MEMBERS OF THE BOARD AND ON AMENDMENTS TO THE ASA CONSTITUTION AND BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BY-LAWS AND CONSTITUTION REQUIRE A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL RETURN WILL BE DISTRIBUTED TO THE BOARD ELECTRONICALLY. STAFF ARE AVAILABLE TO ANSWER QUESTIONS SHOULD THEY ARISE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM EACH YEAR. THE POLICY/FORM ASKS THEM TO DISCLOSE POTENTIAL CONFLICTS. IF ANY ARE NOTED THROUGH THIS PROCESS, OR BY OTHER MEANS, APPROPRIATE ACTION IS TAKEN. BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE MANAGEMENT REVIEW COMMITTEE EVALUATES AND ASSESSES BOTH THE PERFORMANCE AND THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY DURING THE JUNE MEETING OF THE BOARD OF DIRECTORS. A WRITTEN EVALUATION IS GIVEN TO THE EXECUTIVE DIRECTOR AND A SEPARATE, CONFIDENTIAL REPORT IS GIVEN TO THE BOARD OF DIRECTORS. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THE CURRENT EXECUTIVE DIRECTOR'S CONTRACT YEAR BEGINS ON AUGUST 15TH. 1. ANNUALLY THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION OF THE EXECUTIVE DIRECTOR. 2. THE COMMITTEE IS COMPOSED OF THE PRESIDENT, WHO ACTS AS CHAIR, THE PRESIDENT-ELECT AND THE PAST PRESIDENT OF THE AMERICAN STATISTICAL ASSOCIATION (ASA). 3. EACH MEMBER OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS HAS READ AND SIGNED A CONFLICT OF INTEREST AGREEMENT WITH THE ASA. 4. PRIOR TO APPROVING THE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR, SOURCES OF DATA THAT ARE AVAILABLE AT THE TIME ARE USED TO DETERMINE COMPARABLE, REASONABLE COMPENSATION. THOSE SOURCES OF DATA MAY INCLUDE: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC AREA NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT 5. UPON THE CONCLUSION OF THE EVALUATION, THE MANAGEMENT REVIEW COMMITTEE DETERMINES POSSIBLE CHANGES IN THE COMPENSATION, BENEFITS, AND JOB ELEMENTS OF THE EXECUTIVE DIRECTOR FOR THE NEXT CONTRACT YEAR. THEY APPROVE IN ADVANCE THE COMPENSATION ARRANGEMENT OF THE EXECUTIVE DIRECTOR FOR THE UPCOMING YEAR. 6. AS THE COMMITTEE MAKES EACH DETERMINATION, IT DOCUMENTS THE BASIS FOR EACH DECISION. DOCUMENTATION OF THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, PERFORMANCE, AND CURRENT COMPENSATION. MEMBERS OF THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS PRESENT AND VOTING. COPIES OF THE CONFLICT OF INTEREST AGREEMENT SIGNED BY THE MEMBERS OF THE COMMITTEE. COPIES OF THE EXECUTIVE DIRECTOR'S: -CONTRACT -POSITION DESCRIPTION -PERFORMANCE EVALUATION (PRIOR YEAR AND CURRENT) COPIES OF THE COMPARABILITY DATA USED SUCH AS: -GREATER WASHINGTON AREA ASSOCIATION COMPENSATION & BENEFITS STUDY -THE SALARY SURVEY OF DC NON PROFITS -COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES COMPENSATION SURVEY REPORT CHANGES MADE TO THE EXECUTIVE DIRECTOR'S CONTRACT, POSITION DESCRIPTION, AND COMPENSATION INCLUDING THE BASIS FOR THE CHANGES. THE DATE THESE CHANGES WERE APPROVED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON OUR WEBSITE. CONFLICT OF INTEREST POLICY AND THE OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FINANCIAL STATEMENTS: PUBLISHED IN OUR MEMBERS NEWSLETTER AND POSTED ON OUR WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,100,268. MANAGEMENT AND GENERAL EXPENSES 260,981. FUNDRAISING EXPENSES 25,966. TOTAL EXPENSES 1,387,215.