2025-11-04T14:39:55-06:00 2024-12-31 SARFINO AND RHOADES LLP 11921 ROCKVILLE PIKE SUITE 501 NORTH BETHESDA MD 208522794 990 2024-01-01 520747972 CHRO Association % THE ASSOCIATION CHRO 2027898670 4201 WILSON BLVD Suite 110-368 Arlington VA 22203 TIMOTHY BARTL PRESIDENT & CEO 2027898670 2025-11-04 true true P00308176 3017705500 2024 2025-03-06 01:10:19Z X TIMOTHY BARTL 4201 WILSON BLVD STE 110-368 Arlington VA 22203 16603944 false X HRPOLICY.ORG X 1957 DC RESEARCH AND DEVELOPMENT OF HUMAN RESOURCES POLICY. 34 34 0 0 817550 801670 12718030 12426724 135660 163599 232334 137022 13903574 13529015 8100 8100 0 0 0 0 0 0 0 12983221 13426038 12991321 13434138 912253 94877 9411819 10105723 7757465 8283994 1654354 1821729 DEVELOPMENT OF HUMAN RESOURCES POLICY AND PRACTICE, ENCOURAGING AND CONDUCTING RESEARCH AND STUDY OF GOVERNMENTAL POLICIES AND LEGISLATION AFFECTING EMPLOYEE-EMPLOYER RELATIONS. false false KEY PRACTICE AREAS INCLUDE TALENT AND WORKFORCE DEVELOPMENT, IMPACT OF ARTIFICIAL INTELLIGENCE ON THE HR PROFESSION, DIVERSITY, EQUITY, AND INCLUSION INTIATIVE FOR THE HR PROFESSION, HEALTHCARE, EXECUTIVE COMPENSATION, LABOR LAW, LABOR RELATIONS, WAGE AND HOUR ISSUES, EMPLOYMENT POLICY, IMMIGRATION, RETIREMENT SECURITY, INTERNATIONAL HUMAN RESOURCES AND LABOR RELATIONS DEVELOPMENTS, AND MEMBER EDUCATION, DEVELOPMENT AND NETWORKING, BOTH IN THE US AND GLOBALLY. ALL KEY PRACTICE AREAS LISTED ABOVE ARE FOR THE MISSION OF THE ORGANIZATION. false true false true false false false false false true false false false true false true false false true true false false false false false false true false false false false false true true true false false false false false false false false true 10 0 0 false false false false true true false false false X 34 34 true true false false true true false true true false false true true true true false false false X THE ASSOCIATION 2027898670 4201 WILSON BLVD STE 110-368 ARLINGTON VA 22203 X Pamela O Kimmet DIRECTOR 0.0 0.0 X 0 0 0 Monique R Herena Vice Chair 0.0 0.0 X X 0 0 0 LUCIEN ALZIARI DIRECTOR 0.0 0.0 X 0 0 0 Darrell L Ford VICE CHAIR 0.0 0.0 X X 0 0 0 Heidi B Capozzi DIRECTOR 0.0 0.0 X 0 0 0 Michael Fraccaro DIRECTOR 0.0 0.0 X 0 0 0 Ashley Goldsmith DIRECTOR 0.0 0.0 X 0 0 0 Kimberly S Hauer DIRECTOR 0.0 0.0 X 0 0 0 Timothy Hourigan Vice Chair 0.0 0.0 X X 0 0 0 Malaika Myers DIRECTOR 0.0 0.0 X 0 0 0 Cheryl H Johnson DIRECTOR 0.0 0.0 X 0 0 0 Tracy Keogh DIRECTOR 0.0 0.0 X 0 0 0 Christine M Pambianchi Vice Chair 0.0 0.0 X X 0 0 0 Denise M Merle DIRECTOR 0.0 0.0 X 0 0 0 Timothy J Richmond Chair effective from 9/10/2024 0.0 0.0 X X 0 0 0 Ellyn J Shook DIRECTOR 0.0 0.0 X 0 0 0 Sean R Vanderelzen DIRECTOR 0.0 0.0 X 0 0 0 Jacqueline Williams-Roll Director 0.0 0.0 X 0 0 0 ANN ADDISON DIRECTOR 0.0 0.0 X 0 0 0 JOHNNI BECKEL DIRECTOR 0.0 0.0 X 0 0 0 Rhonda Morris Director 0.0 0.0 X 0 0 0 Jacqueline M Welch Director 0.0 0.0 X 0 0 0 MELISSA KREMER DIRECTOR 0.0 0.0 X 0 0 0 TIMOTHY A MASSA DIRECTOR 0.0 0.0 X 0 0 0 MICHELLE O'HARA DIRECTOR 0.0 0.0 X 0 0 0 THOMAS J PLATH DIRECTOR 0.0 0.0 X 0 0 0 Dionne Wallace Oakley DIRECTOR 0.0 0.0 X 0 0 0 Melissa H Anderson DIRECTOR 0.0 0.0 X 0 0 0 Nickle J LaMoreaux DIRECTOR 0.0 0.0 X 0 0 0 Ernest Marshall Jr DIRECTOR 0.0 0.0 X 0 0 0 Jennifer Berres DIRECTOR 0.0 0.0 X 0 0 0 Anita Graham DIRECTOR 0.0 0.0 X 0 0 0 Stephanie Lundquist DIRECTOR 0.0 0.0 X 0 0 0 Donna Morris DIRECTOR 0.0 0.0 X 0 0 0 Timothy J Bartl PRESIDENT & CEO 0.0 0.0 X 0 0 0 Ani Huang SENIOR EXEC. VICE PRESIDENT 0.0 0.0 X 0 0 0 Henry D Eickelberg SECRETARY, GC, COO 0.0 0.0 X 0 0 0 0 0 0 0 false false false CHARLES G THARP LLC 3 Acorn Ln WESTPORT CT 06880 PROF. CONSULTING 292262 TRIBUTARY LLP 4201 Wilson Blvd Ste 110-368 ARLINGTON VA 22203 ADMIN/CONSULTING 8036800 RF HUMAN CAPITAL PARTNERS LLC 214 SOUTH EUCLID AVENUE OAK PARK IL 60302 PROF. CONSULTING 410351 Modern Growth Exchange LLC 300 Witherspoon Street Suite 201 PRINCETON NJ 08562 Analy. Consulting 465000 The Ritz-Carlton Orlando Grand Lak PO BOX 402642 ATLANTA GA 30384 Event service 410692 5 801670 801670 MEMBERSHIP DUES 900099 11195161 11195161 MEETINGS, SEMINARS AND TRAININGS 900099 1231563 1231563 12426724 245422 245422 0 137022 137022 0 0 0 2993106 0 2957329 117600 35777 -117600 -81823 0 0 0 0 0 0 0 0 0 0 13529015 12426724 382444 X 8100 0 0 0 0 0 0 0 0 0 4434217 520140 0 960000 0 18749 4380817 6648 98150 0 0 272084 1526981 0 0 0 0 84864 6765 AMICUS BRIEF ACTIVITY 125000 BANK, CREDIT CARD, INVESTMENT 127612 BUSINESS SERVICES 176711 EQUILAR PROJECT 61393 625907 13434138 X 0 0 5729450 5671098 0 0 153018 243027 0 0 0 0 0 0 0 0 389090 526001 960886 555482 279612 405404 2860649 3260193 0 0 0 0 0 0 0 0 9411819 10105723 263102 268754 0 0 7458842 7984945 0 0 0 0 0 0 0 0 0 0 35521 30295 7757465 8283994 X 1654354 1821729 0 0 1654354 1821729 9411819 10105723 94877 72498 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 11195161 960000 0 960000 6040577 -5080577 960886 555482 405404 405404 0 DUE TO RELATED PARTIES 30295 30295 13582764 72498 72498 13510266 18749 18749 13529015 13415389 13415389 18749 18749 13434138 Europe (Including Iceland and Greenland) 5 Program Services Meetings & trainings 598039 East Asia and the Pacific 1 Program Services Meetings & trainings 139578 South America 0 Program Services Meetings & trainings 40214 6 6 777831 777831 false false false false false false true EBRI Education Research Fund 901 D STREET SW STE 802 WASHINGTON DC 20024 521190398 501(C)(3) 8100 Foundation support 1 0 TRIBUTARY LLP MANAGEMENT COMPANY 8036800 MANAGEMENT SERVICES false HEALTH CARE POLICY ROUNDTABLE LLC Insurance management 25000 Royalty Fees & Contributions false SCH L, PART IV (1), BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: TRIBUTARY LLP (D) DESCRIPTION OF TRANSACTION: SERVICES: THE ASSOCIATION HAS ENTERED INTO MANAGEMENT AND SUPPORT ARRANGEMENTS WITH TRIBUTARY LLP TO PROVIDE OFFICE SPACE FOR THE ASSOCIATION'S PRIMARY OFFICES, PERSONNEL SERVICES, MANAGEMENT, AND GOVERNMENT REPRESENTATION. THE OFFICERS, TIMOTHY J. BARTL, CHIEF EXECUTIVE OFFICER, HENRY D. EICKELBERG, COO, GENERAL COUNSEL, AND TREASURER, AND ANI HUANG, SENIOR EXECUTIVE VICE PRESIDENT, HR POLICY ASSOCIATION, ALSO HAVE A CONTROLLING INTEREST IN TRIBUTARY LLP. SCH L, PART IV (2), BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: HEALTH CARE POLICY ROUNDTABLE, LLC (D) DESCRIPTION OF TRANSACTIONS: THE ASSOCIATION HAS ENTERED INTO AN AGREEMENT WITH HEALTH CARE POLICY ROUNDTABLE, LLC FOR THE MANAGEMENT OF THE ASSOCIATION'S INSURANCE. FORMER OFFICERS, JEFFREY C. MCGUINESS AND DANIEL V. YAGER HAVE A MAJORITY INTEREST IN HEALTH CARE POLICY ROUNDTABLE, LLC. FORM 990, PART VI, SECTION A, LINE 2 THREE OF THE OFFICERS IN THE ORGANIZATION: TIMOTHY J. BARTL, HENRY D. EICKELBERG AND ANI HUANG ARE ALSO PARTNERS IN TRIBUTARY, LLP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THREE OF THE OFFICERS IN THE ORGANIZATION: TIMOTHY J. BARTL, HENRY D. EICKELBERG AND ANI HUANG ARE ALSO PARTNERS IN TRIBUTARY, LLP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BY-LAWS PERMIT THE MEMBERS TO ELECT PERSONS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCIAL AND RISK OVERSIGHT COMMITTEE (FROC) AND EXECUTIVE COMMITTEE FOR REVIEW AND COMMENTS BY EITHER REGULAR MAIL OR BY E-MAIL PRIOR TO FILING OF THE RETURN IF SUCH REVIEW CAN BE COMPLETED BEFORE THE FILING DEADLINE. SHOULD THE FILING DEADLINE PROHIBIT A REVIEW PRIOR TO FILING, SUCH REVIEW WILL BE COMPLETED AS SOON THEREAFTER AS POSSIBLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, SUCH AS BY-LAWS, ARTICLES OF INCORPORATION AND FORM 1023 INCLUDING THE FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C PURSUANT TO THE CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE GIVEN THE OPPORTUNITY EACH YEAR TO REVIEW ANY LARGE TRANSACTION NOT ALREADY REVIEWED AT BOARD MEETINGS BEFORE SUCH TRANSACTION IF FEASIBLE, OR AS SOON AS PRACTICABLE AFTER THE TRANSACTION IF NOT FEASIBLE. EACH BOARD OF DIRECTOR ALSO SIGNS AN ACKNOWLEDGMENT OF THE CONFLICT OF INTEREST POLICY ANNUALLY. ONE BOARD MEMBER IS EMPLOYED BY A COMPANY THAT PROVIDED SERVICES TO THE ASSOCIATION DURING THE YEAR. FORM 990, PART IX, LINE 24E ALL OTHER EXPENSES TOTAL PROGRAM MANAGEMENT IT DEVELOPMENT & SUPPORT 694,688 LABOR RELATIONS TRAINING 180,000 ONLINE RESEARCH SERVICES 29,692 PUBLICATIONS/SUBSCRIPTIONS/DUES 680,722 TAXES/LICENSES 805 LESS: AMOUNTS REPORTED ON LINE 11D -960,000 ---------- TOTAL OF ALL OTHER EXPENSES $625,907 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS ENTERED INTO MANAGEMENT AND SUPPORT ARRAGNGEMENTS WITH TRIBUTARY LLP TO MANAGE DAY TO DAY OPERATIONS AND TO PROVIDE OFFICE SPACE FOR THE ASSOCIATION'S PRIMARY OFFICES, PERSONNEL SERVICES, AND GOVERNMENT REPRESENTATION. FORM 990 PART IX LINE 11G DESCRIPTION:COEC - PROF. & CONSULTING TOTAL FEES:2845200 FORM 990 PART IX LINE 11G DESCRIPTION:MEDIA ANALYSIS AND RESEARCH TOTAL FEES:179200 FORM 990 PART IX LINE 11G DESCRIPTION:GLOBAL LABOR RELATIONS TOTAL FEES:747521 FORM 990 PART IX LINE 11G DESCRIPTION:GOVERNMENT RELATIONS TOTAL FEES:406000 FORM 990 PART IX LINE 11G DESCRIPTION:PUBLIC AFFAIRS AND RELATIONS TOTAL FEES:202896