2025-11-17T14:01:06-06:00 2024-12-31 541487262 MATTHEWS CARTER & BOYCE 12730 FAIR LAKES CIRCLE SUITE 510 FAIRFAX VA 22033 990 2024-01-01 130434364 AMERICAN SOCIETY OF TRAVEL ADVISORS INC AMER 7037392782 123 N PITT STREET 400 ALEXANDRIA VA 223143133 ZANE KERBY PRESIDENT & CEO 7037392782 2025-11-16 1 0 KATHLEEN M FLAHERTY P00969957 7032183600 2025-11-16 2024 2025-03-06 01:10:19Z ZANE KERBY 123 N PITT STREET 400 ALEXANDRIA VA 223143133 10576948 0 X WWW.ASTA ORG X 1931 NY PROMOTE SHARED INTEREST OF TRAVEL SALES PROFESSIONALS 15 11 42 250 501026 62014 1089786 589662 8246677 9690006 12948 21608 191001 275672 9540412 10576948 10000 33104 0 0 4303413 4808827 0 0 0 4940960 6683666 9254373 11525597 286039 -948649 11743017 12618605 6784386 8147087 4958631 4471518 X THE MISSION OF THE AMERICAN SOCIETY OF TRAVEL ADVISORS (ASTA) IS TO FACILITATE THE BUSINESS OF SELLING TRAVEL THROUGH EFFECTIVE REPRESENTATION, SHARED KNOWLEDGE AND ENHANCEMENT OF PROFESSIONALISM ASTA SEEKS A RETAIL TRAVEL MARKETPLACE THAT IS PROFITABLE AND GROWING AND A REWARDING FIELD IN WHICH TO WORK, INVEST AND DO BUSINESS. 0 0 MEETINGS AND CONVENTIONS - ASTA HOSTS THE ASTA TRAVEL ADVISOR CONFERENCE, THE ASSOCIATION'S PRIMARY ANNUAL MEETING AND TRADE SHOW, WHICH OFFERS EDUCATIONAL PROGRAMMING, PROFESSIONAL DEVELOPMENT SESSIONS, AND NETWORKING OPPORTUNITIES FOR TRAVEL ADVISORS AND TRAVEL SUPPLIERS. THE CONFERENCE TYPICALLY DRAWS APPROXIMATELY 1,000 ATTENDEES FROM ACROSS THE TRAVEL INDUSTRY.IN ADDITION TO THE TRAVEL ADVISOR CONFERENCE, ASTA ORGANIZES SEVERAL MAJOR EVENTS THROUGHOUT THE YEAR, INCLUDING THE RIVER CRUISE EXPO, CARIBBEAN SHOWCASE, TRAVEL MASTERS, LEGISLATIVE DAY, AND THE PREMIUM BUSINESS SUMMIT. EACH EVENT PROVIDES TARGETED EDUCATION AND ENGAGEMENT OPPORTUNITIES DESIGNED TO STRENGTHEN THE TRAVEL ADVISOR COMMUNITY AND SUPPORT BUSINESS GROWTH ACROSS SPECIALIZED SECTORS OF THE INDUSTRY. TRAVEL INDUSTRY SUPPORT - ASTA SERVES AS THE LEADING ADVOCATE FOR TRAVEL ADVISORS, PROVIDING ESSENTIAL RESOURCES, MARKET INSIGHTS, AND REPRESENTATION ON KEY INDUSTRY ISSUES. THE ASSOCIATION WORKS CLOSELY WITH GOVERNMENT AGENCIES SUCH AS THE U.S. DEPARTMENT OF TRANSPORTATION AND THE TRANSPORTATION SECURITY ADMINISTRATION (TSA) TO ADVANCE POLICIES THAT BENEFIT TRAVEL ADVISORS AND THE TRAVELING PUBLIC.ASTA ALSO PUBLISHES TRAVEL ADVISOR DAILY, A COMPLIMENTARY NEWSLETTER DISTRIBUTED ACROSS THE TRAVEL INDUSTRY, PROVIDING TIMELY UPDATES ON POLICY, TRENDS, AND BUSINESS PRACTICES. THE VERIFIED TRAVEL ADVISOR (VTA) CERTIFICATION PROGRAM, LAUNCHED IN 2017, CONTINUES TO GROW AND STRENGTHEN THE PROFESSION BY OFFERING MEMBERS COMPREHENSIVE TRAINING, ETHICAL STANDARDS, AND VERIFIABLE CREDENTIALS THAT ENHANCE PROFESSIONAL CREDIBILITY AND CONSUMER TRUST. DESTINATION EDUCATION - THROUGH ITS DESTINATION EDUCATION INITIATIVES, ASTA PROVIDES TRAVEL ADVISORS WITH IN-DEPTH TRAINING FOCUSED ON SPECIFIC DESTINATIONS AND REGIONS AROUND THE WORLD. THESE PROGRAMS ARE OFFERED THROUGH EVENTS SUCH AS ASTA'S DESTINATION EXPO AND REGIONAL SHOWCASES, WHICH COMBINE CLASSROOM LEARNING WITH IMMERSIVE, ON-SITE EXPERIENCES DESIGNED TO BUILD EXPERTISE AND STRENGTHEN DESTINATION PARTNERSHIPS.PARTICIPATION IN THESE PROGRAMS TYPICALLY RANGES FROM 50 TO 500 ATTENDEES ANNUALLY, DEPENDING ON THE EVENT AND LOCATION. THESE EDUCATIONAL OFFERINGS HELP ADVISORS EXPAND THEIR DESTINATION KNOWLEDGE AND INCREASE SALES OPPORTUNITIES THROUGH ENHANCED CLIENT SERVICE. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 32 0 1 42 1 1 1 0 0 0 1 1 0 0 0 X 15 11 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X THE SOCIETY 7037392782 123 N PITT STREET ALEXANDRIA VA 223143133 JACKIE FRIEDMAN CHAIRMAN OF THE BOARD 9.00 1.00 X X 15000 0 0 KATHY BEDELL CAC CHAIR 1.00 1.00 X X 0 0 0 RHONDA SHUMWAY TREASURER 9.00 1.00 X X 3500 0 0 DEB BELCHAK REGIONAL DIRECTOR 1.00 1.00 X 0 0 0 KELLY BERGIN DIRECTOR-AT-LARGE 1.00 1.00 X 3000 0 0 KAREEM GEORGE DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 ANTHONY LEE THOMAS VICE CHAIR AND SECRETARY 9.00 1.00 X X 6000 0 0 PAMELA IRWIN DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 ANITA PAGLIASSO DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 SHELLY PHILLIPS REGIONAL DIRECTOR 1.00 1.00 X 0 0 0 AMANDA KLIMAK CAC VICE-CHAIR 1.00 1.00 X 0 0 0 ROB HALE REGIONAL DIRECTOR 1.00 1.00 X 0 0 0 ANNE MACINTYRE DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 CINDY TYO DIRECTOR-AT-LARGE 1.00 1.00 X 0 0 0 ALEX SHARPE CONSORTIUM DIRECTOR 1.00 1.00 X 0 0 0 ZANE KERBY PRESIDENT & CEO 39.00 1.00 X 634944 0 129915 PETER LOBASSO GENERAL COUNSEL 40.00 X 252409 0 69359 MARK MEADER SR VP MARKETING, INDUSTRY 40.00 X 177798 0 33081 JESSICA KLEMENT VP,GOV'T & PUBLIC AFFAIRS 40.00 X 217892 0 24751 SARAH LITTLE VP, BUSINESS DEVELOPMENT 40.00 X 185303 0 25621 ELIZABETH HENRY VP, FINANCE & ACCOUNTING 40.00 X 170920 0 49703 ROBERT FLEMING DIR, TECHNOLOGY 40.00 X 126883 0 36293 1793649 0 368723 7 0 1 0 0 589662 589662 CONVENTION & TRADESHOW 900099 5109456 3905955 1203501 DUES 900099 3440043 3440043 PUBLICATIONS 900099 486090 486090 GOVERNMENT AFFAIRS 900099 392697 392697 EDUCATION PROGRAMS 900099 261720 261720 9690006 21608 12000 9608 272639 776 271863 1800 0 1800 1800 1800 MISCELLANEOUS INCOME 900099 873 873 PARKING REVENUE 900099 360 360 1233 10576948 8001288 501026 1484972 X 33104 1141626 2885690 88634 427272 265605 1605007 21238 1705866 198307 2173725 19885 140363 57392 UBIT TAX & OTHER TAXES 95186 SPEAKERS 293464 DUES & SUBSCRIPTIONS 277397 TRAINING & RECRUITMENT 34124 61712 11525597 961387 545358 5292458 5807923 300000 300000 510711 798099 842644 686667 233911 155977 3891140 4330140 2215 2215 551195 678893 11743017 12618605 934687 848541 4764507 6059132 1085192 1239414 6784386 8147087 X 4958631 4471518 4958631 4471518 11743017 12618605 -948649 461637 -101 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED ASTAPAC 123 N PITT STREET 400 ALEXANDRIA VA 223143133 521361985 198604 0 0 1 3440043 197542 -168015 29527 275203 -245676 742418 649071 93347 100226 37596 62630 155977 OTHER ASSETS 663073 SECURITY DEPOSIT - UPS 15820 678893 INVESTMENT HELD ON BEHALF OF CHAPTERS 83076 DEFERRED COMPENSATION LIABILITY 663073 LONG TERM LOAN 493265 1239414 X PART X, LINE 2: ASTA HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EUROPE 0 0 PROGRAM SERVICES 2024 RIVERCRUISE EXPO - AMSTERDAM, NETHERLANDS 516793 CENTRAL AMERICA/CARIBBEAN 0 0 PROGRAM SERVICES 2024 CARIBBEAN SHOWCASE - CURAAO 11409 0 0 0 0 0 0 528202 0 528202 0 0 0 0 0 0 0 TOURISM CARES 95 WASHINGTON STREET 104-114 CANTON MA 02021 001231457 501(C)(3) 10000 0 PROMOTING TOURISM THAT POSITIVELY IMPACTS COMMUNITIES EDEN REFORESTATION PROJECTS 303 W FOOTHILL BLVD UNIT 13 GLENDORA CA 91741 591478401 501(C)(3) 10500 0 ENVIRONMENTAL RESTORATION 2 0 0 0 ZANE KERBY PRESIDENT & CEO 529654 0 98000 0 7290 0 72473 0 57442 0 764859 0 0 0 PETER LOBASSO GENERAL COUNSEL 234008 0 18000 0 401 0 29978 0 39381 0 321768 0 0 0 JESSICA KLEMENT VP,GOV'T & PUBLIC AFFAIRS 201732 0 16000 0 160 0 23000 0 1751 0 242643 0 0 0 ELIZABETH HENRY VP, FINANCE & ACCOUNTING 165065 0 5000 0 855 0 30500 0 19203 0 220623 0 0 0 SARAH LITTLE VP, BUSINESS DEVELOPMENT 165238 0 20000 0 65 0 9798 0 15823 0 210924 0 0 0 MARK MEADER SR VP MARKETING, INDUSTRY 158247 0 18000 0 1551 0 12840 0 20241 0 210879 0 0 0 ROBERT FLEMING DIR, TECHNOLOGY 116883 0 10000 0 0 0 5977 0 30316 0 163176 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ASTA MEMBERS ARE ENGAGED IN SELLING TRAVEL SERVICES TO THE PUBLIC, THE VOTING MEMBERSHIP CATEGORIES ARE AS FOLLOWS: TRAVEL AGENCY MEMBER, INDEPENDENT MEMBER, NON-AFFILIATED MEMBER AND PREMIUM AGENCY MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERSHIP ELECTS EIGHT AT-LARGE NATIONAL DIRECTORS. THREE DIRECTORS, WHO SERVE AS AREA DIRECTORS, ARE ELECTED BY THE CHAPTER PRESIDENTS COUNCIL. TWO DIRECTORS ARE SELECTED BY THE CORPORATE ADVISORY COUNCIL. ONE DIRECTOR IS ELECTED BY THE ASTA SMALL BUSINESS NETWORK (FORMERLY NACTA) MEMBERSHIP. ONE DIRECTOR IS SELECTED BY THE ASTA CONSORTIUM COUNCIL. THE FIFTEEN VOTING MEMBERS OF THE BOARD ELECT THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE CPA FIRM PREPARES THE FORM 990 RETURN. THE VICE PRESIDENT OF FINANCE REVIEWS THE RETURN, AND THEN THE CEO OR DESIGNATE FOR CEO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C INCOMING BOARD MEMBERS RECEIVE WRITTEN CONFLICT OF INTEREST POLICY STATEMENTS AND SIGN AND ACKNOWLEDGE CERTIFYING THEIR OBLIGATION TO DISCLOSE ANY CONFLICT OR APPARENT CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 201,823. TOTAL EXPENSES 201,823. OTHER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,403,184. TOTAL EXPENSES 1,403,184. FORM 990, PART III, LINE 2 IN 2016, ASTA INTRODUCED THE REGULATORY COMPLIANCE HANDBOOK REFER TO THE LINE 4D NARRATIVE FOR A DETAILED DESCRIPTION. ASTA FOUNDATION 123 N PITT STREET 400 ALEXANDRIA VA 223143133 521268268 SUPPORT TRAVEL EDUCATION VA 501(C)3 PRIVATE FOUNDATION AMERICAN SOCIETY OF TRAVEL ADVISORS 1 ASTA EDUCATION FOUNDATION 123 N PITT STREET 400 ALEXANDRIA VA 223143133 462821215 SUPPORT TRAVEL EDUCATION VA 501(C)3 LINE 12B, II AMERICAN SOCIETY OF TRAVEL ADVISORS 1 ASTAPAC 123 N PITT STREET 400 ALEXANDRIA VA 223143133 521361985 POLITICAL ACTION COMMITTEE NY 527 AMERICAN SOCIETY OF TRAVEL ADVISORS 1 ASTA MARKETING SERVICES INC 123 N PITT STREET 400 ALEXANDRIA VA 223143133 132796091 PROVIDE MARKETING SERVICES TO MEMBERS DE AMERICAN SOCIETY OF TRAVEL ADVISORS C 41868 219109 1.00000 1 NATIONAL ASSOCIATION OF CAREER TRAVEL AGENTS 123 N PITT STREET 400 ALEXANDRIA VA 223143133 541970005 PROVIDE EDUCATION AND TRAINING TO HOME BASED TRAVEL AGENTS VA AMERICAN SOCIETY OF TRAVEL ADVISORS C 147785 1.00000 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 ASTA MARKETING SERVICES INC A 14160 FMV ASTA MARKETING SERVICES INC D 300000 FMV ASTA MARKETING SERVICES INC O 7408 FMV ASTAPAC R 226250 FMV NATIONAL ASSOCIATION OF CAREER TRAVEL AGENTS O 4053 FMV