2025-05-12T14:58:42-05:00 2024-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2023-07-01 362130315 AMERICAN MARKETING ASSOCIATION AMER 3125429000 130 E RANDOLPH 22 FL CHICAGO IL 60601 BENNIE F JOHNSON CHIEF EXECUTIVE OFFICER 3125429000 2025-05-12 1 0 CHRISTINE V ERNST P01725863 3123680500 2025-05-12 2023 2025-03-06 01:10:19Z BENNIE F JOHNSON 130 E RANDOLPH 22 FL CHICAGO IL 60601 19521173 0 X WWW.AMA.ORG X 1951 IL THE AMA STRIVES TO BE THE MOST RELEVANT FORCE AND VOICE SHAPING MARKETING AROUND THE WORLD. 16 15 102 6000 1409682 0 251900 82578 13914396 14917563 207144 320220 0 0 14373440 15320361 229775 313488 0 0 8172045 8742681 0 0 1530967 8210295 8900527 16612115 17956696 -2238675 -2636335 13011630 11669818 7311794 7976924 5699836 3692894 AS THE LEADING GLOBAL PROFESSIONAL MARKETING ASSOCIATION, THE AMA IS THE ESSENTIAL COMMUNITY FOR MARKETERS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 0 0 3541855 145882 4534748 GROWTH:THE AMA SUPPORTS AND DELIVERS PRODUCTS AND SERVICES TO OVER 250,000 INDIVIDUAL MARKETERS WHO ARE PRACTITIONERS, ACADEMICS WHO TEACH IN THE FIELD OF MARKETING, AND COLLEGIATE MEMBERS WHO ARE STUDYING MARKETING. THE AMA PROVIDES THE MARKETING COMMUNITY WITH ACCESS TO PROFESSIONAL DEVELOPMENT AND CONTINUED LEARNING OPPORTUNITIES SUCH AS CONFERENCES AND VIRTUAL TRAINING, NETWORKING, THOUGHT LEADERSHIP, FINANCIAL AID, AND INDIVIDUAL AND ORGANIZATIONAL GOAL PLANNING. 2944952 587 3770515 PROFESSIONAL DEVELOPMENT:THE AMA PROVIDES HIGH-QUALITY RESEARCH-BACKED LEARNING EXPERIENCES AND CREDENTIALS FOR PROFESSIONALS WHO WANT TO DRIVE IMPACT FOR THEMSELVES AND THEIR ORGANIZATIONS. THE AMA OFFERS NUMEROUS PROFESSIONAL DEVELOPMENT RESOURCES INCLUDING THE PROFESSIONAL CERTIFIED MARKETER CERTIFICATION, IN-PERSON CONFERENCES, VIRTUAL TRAINING, SKILLS DEVELOPMENT AND ASSESSMENTS, AND CORPORATE TRAINING. 4063493 167019 5202618 COMMUNITIES AND JOURNALS:THE AMA IS HOME TO FIVE PREMIER SCHOLARLY JOURNALS AND NURTURES NEW IDEAS, FOSTERS COLLABORATIVE RELATIONSHIPS, AND ADVANCES THE FIELD OF MARKETING THROUGH CREDIBLE, PEER-REVIEWED SCHOLARLY RESEARCH. IN 2024, JOURNAL ARTICLES REACHED OVER 5 MILLION READERS. THE PROGRAM PUBLISHES ARTICLES IN THE MARKETING DISCIPLINE AND SUPPORTS THE COMMUNITY OF MARKETING PROFESSIONALS THAT CREATE, CURATE, AND EXECUTE PROGRAMMING AND CONTENT FOR MARKETING PROFESSIONALS, SCHOLARS, STUDENTS, AND EDUCATORS. 10550300 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 102 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 1 0 0 IL X BENNIE F JOHNSON 3125429064 130 E RANDOLPH ST 22 FLOOR CHICAGO IL 60601 KEVIN BRADFORD PAST CHAIRPERSON 2.00 X X 0 0 0 LISA BOWMAN CHAIRPERSON 4.00 X X 0 0 0 MICHAEL BRADY CHAIRPERSON - ELECT 3.00 X X 0 0 0 ROBIN TOOMS SECRETARY - NEW 3.00 X X 0 0 0 JEFF LUPINACCI TREASURER - NEW 3.00 X X 0 0 0 ANDERS GUSTAFSON AT-LARGE BOARD MEMBER 2.00 X 0 0 0 ANGELA BRUTSCHE AT-LARGE BOARD MEMBER 2.00 X 0 0 0 BOB LEONE AT-LARGE BOARD MEMBER - NEW 3.00 X 0 0 0 BRIAN FERGEMANN AT-LARGE BOARD MEMBER 2.00 X 0 0 0 CHRISTINE MATHERS AT-LARGE BOARD MEMBER 2.00 X 0 0 0 ELI JONES AT-LARGE BOARD MEMBER - NEW 2.00 X 0 0 0 JESSICA PERRY AT-LARGE BOARD MEMBER 2.00 X 0 0 0 MATT WITT AT-LARGE BOARD MEMBER - NEW 2.00 X 0 0 0 PETER BARBER AT-LARGE BOARD MEMBER 2.00 X 0 0 0 REBECCA SLOTEGRAAF AT-LARGE BOARD MEMBER 2.00 X 0 0 0 TIFFANY WHITE AT-LARGE BOARD MEMBER 2.00 X 0 0 0 VANITHA SWAMINATHAN AT-LARGE BOARD MEMBER - PAST 2.00 X 0 0 0 RIC SWEENEY AT-LARGE BOARD MEMBER - PAST 2.00 X 0 0 0 ROBIN TOOMS AT-LARGE BOARD MEMBER - PAST 2.00 X 0 0 0 DENNIS R JAMES TREASURER - PAST 2.00 X X 0 0 0 BENNIE F JOHNSON CHIEF EXECUTIVE OFFICER 40.00 X X 493416 0 39761 JEREMY VAN EK CHIEF OPERATING OFFICER 40.00 X 311385 0 38798 ADARA BOWEN VICE PRESIDENT, GROWTH- PAST 40.00 X 186880 0 11418 JULIE SCHNIDMAN VICE PRESIDENT, ALLIANCES 40.00 X 153387 0 16924 MOLLY SOAT VICE PRESIDENT, PROF DEVEL 40.00 X 96388 0 22957 MATTHEW WEINGARDEN VICE PRESIDENT, COMM & JOURNLS 40.00 X 162343 0 22269 CHARLES WIGGINS VICE PRESIDENT, TECHNOLOGY 40.00 X 154070 0 29006 ALEXANDRA HAMPTON DIRECTOR, CONTENT PRODUCTION 40.00 X 118869 0 20873 CATHERINE ECK SENIOR CUSTOMER SUCCESS MANAGER 40.00 X 124189 0 2560 JAMES AARON EATON SENIOR SOLUTIONS ARCHITECT 40.00 X 136497 0 23083 MELISSA HERRICK DIRECTOR, PROJECT MANAGEMENT 40.00 X 127666 0 8063 MICHAEL WILSON DIRECTOR, LEARNING 40.00 X 120068 0 15535 2185158 0 251247 22 0 1 0 10UP INC PO BOX 101562 PASADENA CA 911890005 SOFTWARE CONSULTANTS 411321 VIRGO WORDS MAUREEN GLASOE 901 HINMAN AVENUE EVANSTON IL 60202 COMMUNICATIONS CONSULTANTS 131205 PHASE TEN STRATEGIC CORPORATION MARKETIN 2445 5TH AVENUE SUITE 450 SAN DIEGO CA 92101 MARKETING CONSULTANTS 105290 3 82578 82578 PUBLISHING 541800 4640835 4640835 ADVERTISING AND SPONSORSHIPS 541800 3530875 2121193 1409682 COMMUNITY EVENTS 541800 3142511 3142511 MEMBERSHIP DUES 900099 1885104 1885104 PROFESSIONAL DEVELOPMENT 541800 1619088 1619088 99150 99150 14917563 179614 179614 4341418 4200812 140606 140606 140606 15320361 13507881 1409682 320220 72700 72700 106200 106200 134588 134588 1667731 493899 1012515 161317 5603960 3457695 1761570 384695 251265 132375 95294 23596 700388 368989 265627 65772 519337 301161 168378 49798 23271 492 22047 732 45500 962 43107 1431 37030 37030 288967 476 21317 267174 823225 741702 81523 109423 6527 102799 97 1167099 22282 1144713 104 930726 549966 290480 90280 674352 417472 243269 13611 3376735 3018540 271074 87121 11183 11183 544833 321942 169988 52903 85795 56187 29608 SPONSORSHIP FULFILLMENT 311976 311976 PUBLISHING 206181 206181 RESEARCH AND DEVELOPMEN 95159 95159 SPECIAL INTEREST GROUPS 92538 92538 76534 47426 8748 20360 17956696 10550300 5875429 1530967 1349277 684695 83862 98734 375204 419254 594475 558316 5575290 4523620 1579386 1051670 7274588 7383256 7272 4456 1747566 1469437 13011630 11669818 1680224 2310284 2110826 2454365 3520744 3212275 7311794 7976924 X 2132858 150363 3566978 3542531 5699836 3692894 13011630 11669818 -2636335 629393 0 X 0 1 X 1 0 X 173550 1308153 2433970 251900 82578 4250151 13210225 9624224 10660286 12162931 13507881 59165547 13383775 10932377 13094256 12414831 13590459 63415698 0 0 0 63415698 150814 123720 223370 212989 179614 890507 36754 87156 -105800 -200149 -102200 -284239 187568 210876 117570 12840 77414 606268 13571343 11143253 13211826 12427671 13667873 64021966 0.99050 0.98700 0.00950 0.01300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1830346 14745 236390 127638 1953843 1710376 3944 156298 -40272 1830346 2112401 11103 -316205 -96923 1710376 1688820 11501 494878 82798 2112401 1780622 13269 -38177 66894 1688820 0.55620 0.44380 0 0 2312284 1641321 670963 290309 264049 26260 2972697 2618250 354447 1051670 RIGHT-OF-USE-ASSET - OPERATING LEASE 1469437 1469437 DUE TO CHAPTERS 35453 LEASE LIABILITY 2926822 LINE OF CREDIT 250000 3212275 X 15912724 629393 629393 15283331 37030 37030 15320361 17919666 0 17919666 37030 37030 17956696 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS OR AWARDS RELATED TO MARKETING PROFESSIONALS. PART X, LINE 2: THE ASSOCIATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ASSOCIATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 NORTH AMERICA GRANTS TO RECIPIENTS 4100 AUSTRALIA GRANTS TO RECIPIENTS 1200 EUROPE GRANTS TO RECIPIENTS 129288 0 0 0 0 0 0 134588 0 134588 EUROPE SPONSORSHIP OF SHETH DOCTORAL CONSORTIUM 50000 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: GRANTEES HAVE TO SIGN A STATEMENT ACKNOWLEDGING THE GRANT PURPOSE BEFORE RECEIVING THE FUNDS. FOR GRANTS - GRANTS PROVIDED FOR INDIVIDUALS' WORK ON A GRANT ARE PROVIDED TO A UNIVERSITY OR SIMILAR ORGANIZATION RATHER THAN AN INDIVIDUAL. ACCESS TO THE FUNDS ARE THEN GOVERNED BY THE UNIVERSITY'S RULES AND REGULATIONS FOR ACADEMIC RESEARCH. IN ADDITION, GRANTEES MUST PROVIDE THE AMA WITH A WORKING PAPER STEMMING FROM THEIR RESEARCH AND THE GRANTEE IS EXPECTED TO PRESENT THEIR RESEARCH RESULTS AT AN AMA ACADEMIC CONFERENCE. FOR AWARDS - THESE FUNDS ARE PROVIDED AS REWARDS FOR PAST RESEARCH OR AS PART OF AN APPLICATION PROCESS. THESE AWARDS ARE SMALL ENOUGH THAT NO FURTHER SUBMISSIONS TO THE AMA ARE REQUIRED. 1 THE PHD PROJECT ASSOCIATION THREE CHESTNUT RIDGE ROAD MONTVALE NJ 07645 202610773 501(C)(3) 12000 0 FMV PROJECT SUPPORT 1 ACADEMIC AWARDS 72 34194 17807 FMV PHYSICAL AWARDS IRWIN-MCGRAW-HILL DISTINGUISHED MARKETING EDUCATOR AWARD 2 1289 FMV CHARLES COOLIDGE PARLIN MARKETING RESEARCH AWARD 1 2400 FMV E.G. CHINGOS '43 GRANT 3 5896 FMV EBSCO SCHOLARSHIP 3 10000 FMV ERIN ANDERSON AWARD FOR AN EMERGING FEMALE MENTOR AND SCHOLAR 1 1350 FMV HANS B. THORELLI AWARD 3 850 FMV JOHN A. HOWARD/AMA DOCTORAL DISSERTATION AWARD 1 689 FMV LEE EPSTEIN FUND 2 2600 FMV ROBERT DELAY SOCIAL IMPACT COLLEGIATE SCHOLARSHIP 2 2500 FMV ROBERT LUSCH EARLY CAREER RESEARCH AWARD 3 2339 FMV S. TAMER CAVUSGIL AWARD 1 300 FMV SHELBY D. HUNT/HAROLD H. MAYNARD AWARD 2 530 FMV SHETH FOUNDATION/JOURNAL OF MARKETING AWARD 2 967 FMV STRYKER/BUONCHRISTIANO/WEISBARTH FUND 1 1300 FMV VALUING DIVERSITY PH.D SCHOLARSHIPS 3 7500 FMV WILLIAM L. WILKIE MARKETING FOR A BETTER WORLD AWARD 2 1689 FMV AMA DIVERSITY STUDENT LEADERS FUND 4 12000 FMV PART I, LINE 2: GRANTEES HAVE TO SIGN A STATEMENT ACKNOWLEDGING THE GRANT PURPOSE BEFORE RECEIVING THE FUNDS. 1 X X X 1 0 0 1 0 1 0 0 0 BENNIE F JOHNSON CHIEF EXECUTIVE OFFICER 468416 0 25000 0 0 0 16861 0 22900 0 533177 0 0 0 JEREMY VAN EK CHIEF OPERATING OFFICER 304544 0 6841 0 0 0 16184 0 22614 0 350183 0 0 0 ADARA BOWEN VICE PRESIDENT, GROWTH- PAST 183687 0 3193 0 0 0 9660 0 1758 0 198298 0 0 0 JULIE SCHNIDMAN VICE PRESIDENT, ALLIANCES 150795 0 2592 0 0 0 7880 0 9044 0 170311 0 0 0 MATTHEW WEINGARDEN VICE PRESIDENT, COMM & JOURNLS 158406 0 3937 0 0 0 8312 0 13957 0 184612 0 0 0 CHARLES WIGGINS VICE PRESIDENT, TECHNOLOGY 152201 0 1869 0 0 0 8094 0 20912 0 183076 0 0 0 JAMES AARON EATON SENIOR SOLUTIONS ARCHITECT 135700 0 797 0 0 0 7012 0 16071 0 159580 0 0 0 PART I, LINE 5 A PORTION OF THE EXECUTIVE TEAM'S ANNUAL BONUSES ARE CONTINGENT UPON THE ORGANIZATION'S REVENUE AND EARNINGS PERFORMANCE. PART I, LINE 6 A PORTION OF THE EXECUTIVE TEAM'S ANNUAL BONUSES ARE CONTINGENT UPON THE ORGANIZATION'S REVENUE AND EARNINGS PERFORMANCE. FORM 990, PART III, LINE 1, ORGANIZATIONS MISSION: FROM STUDENTS AND PRACTITIONERS TO EXECUTIVES AND ACADEMICS, WE AIM TO ELEVATE THE PROFESSION, DEEPEN KNOWLEDGE, AND MAKE A LASTING IMPACT. WITH 70 CHAPTERS AND A PRESENCE ON 350 COLLEGE CAMPUSES ACROSS NORTH AMERICA, THE AMA FOSTERS A VIBRANT COMMUNITY OF MARKETERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. MEMBERSHIP SHALL BE DIVIDED INTO VOTING AND NON-VOTING CATEGORIES- VOTING MEMBERS: - PROFESSIONAL - AVAILABLE TO ALL INDIVIDUALS WHO WORK IN THE PROFESSION OF MARKETING OR CONDUCT ACADEMIC RESEARCH AND TEACH. NON-VOTING MEMBERS; - COLLEGIATE - FOR UNDERGRADUATE STUDENTS NOT CURRENTLY IN A FULL-TIME PROFESSIONAL POSITION. LIMITED TO 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS' RIGHT TO VOTE IS SPECIFICALLY LIMITED TO ELECTIONS OF OFFICERS AND DIRECTORS, AND NO OTHER MATTER. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 WAS SHOWN TO THE AUDIT AND FINANCE COMMITTEE FOR REVIEW AND APPROVAL. IN ADDITION, THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE AMA HAS EACH BOARD MEMBER AND KEY EMPLOYEE SIGN A CONFLICT OF INTEREST STATEMENT TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST. THE COO MONITORS THE CONFLICT OF INTEREST POLICY. IF THERE IS A CONFLICT, THE PERSON IS ASKED TO RECUSE THEMSELVES FROM ANY DECISION THAT MIGHT PRESENT A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS DETERMINED BY SUBMITTING COMPENSATION STUDY DOCUMENTS (FROM PRM, AMERICAN RESEARCH COMPANY, AND ASSOCIATION FORUM) TO THE COMPENSATION COMMITTEE WHICH IS THE OFFICE OF THE CHAIRMAN OF THE BOARD. AFTER CONDUCTING THE CEO'S PERFORMANCE APPRAISAL FOR THE YEAR, THE OFFICE OF THE CHAIRMAN OF THE BOARD DETERMINES THE PERCENTAGE INCREASE, IF ANY, AND FORWARDS THE INFORMATION TO THE AMA'S COO. THE BOARD APPROVES THE COMPENSATION AS A PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE AMA MAKES A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN THE IRC SECTION 6104(D).