2025-11-14T10:53:42-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 362597526 PROFESSIONAL CONVENTION MANAGEMENT ASSOCIATION PROF 3124237262 200 E RANDOLPH ST 7150 CHICAGO IL 60601 KIMBERLY MAGGIO CHIEF FINANCIAL OFFICER 3124237262 2025-11-12 1 1 THURE ROSS CPA P00577278 6305738600 2025-11-12 2024 2025-03-06 01:10:19Z X KIMBERLY MAGGIO 200 E RANDOLPH ST 7150 CHICAGO IL 60601 20778956 0 3573 X WWW.PCMA.ORG X 1958 IL TO PROMOTE THE VALUE OF PROFESSIONAL CONVENTION MANAGEMENT. 18 18 72 120 2564321 190731 288039 257588 17279406 19291157 593149 290892 481454 411791 18642048 20251428 20738 2365 0 0 7373434 8774850 0 0 0 11687095 11597280 19081267 20374495 -439219 -123067 18108751 17557672 16128601 14378197 1980150 3179475 X PCMA IS A GLOBALLY RESPECTED AND RECOGNIZED NETWORK OF BUSINESS EVENTS STRATEGISTS. THROUGH EDUCATION, PCMA INSPIRES, CONNECTS AN INNOVATES THE BUSINESS MEETINGS AND EVENTS COMMUNITY GLOBALLY. 0 0 COVENING LEADERS BUSINESS EVENTS: THIS PROGRAM PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PCMA MEMBERS AND OTHER IN THE BUSINESS EVENT INDUSTRY. THE EVENT PROMOTES THE VALUE OF BUSINESS EVENTS. EDUCATION CONFERENCE BUSINESS EVENTS: THIS PROGRAM PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PCMA MEMBERS AND OTHERS IN THE BUSINESS EVENTS INDUSTRY. THE EVENT PROMOTES THE VALUE OF BUSINESS EVENTS. CEMA SUMMIT: THIS PROGRAM PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PCMA CORPORATE MEMBERS AND OTHERS IN THE BUSINESS EVENTS INDUSTRY. THE EVENT PROMOTES THE VALUE OF BUSINESS EVENTS DIGITAL EVENTS: THIS PROGRAM IS DEDICATED TO PROVIDING LIVE EVENT STREAMING FOR PCMA EVENTS, AS WELL AS PROVIDING HIGH LEVEL EDUCATION TO MEETING PROFESSIONALS, HYBRID AND/OR DIGITAL EVENT PRODUCERS WHO ARE NEW OR SEASONED DIGITAL EVENT PRODUCERS IN THE DIGITAL EVENT SPACE. DESTINATION SHOWCASE: THIS PROGRAM PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PCMA MEMBER AND OTHERS IN THE BUSINESS EVENT INDUSTRY. THE EVENT PROMOTES THE VALUE OF BUSINESS EVENTS. 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 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 79 0 72 1 1 1 1 SN 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X KIM MAGGIO CPA 3124237262 200 E RANDOLPH ST STE 7150 CHICAGO IL 60601 LEONARD HOOPS CHAIR 2.00 2.00 X X 0 0 0 NEIL BROWNLEE CHAIR-ELECT 2.00 2.00 X X 0 0 0 KELLY RICKER SECRETARY-TREASURER 2.00 2.00 X X 0 0 0 DESIREE KNIGHT IMMEDIATE PAST CHAIR 2.00 2.00 X X 0 0 0 DEBOARD CALDWELL DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 GREGG CAREN DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 DR AMANDA CECIL DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 PATRICK ESPINOZA DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 FERNANDO FONDEVILA DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 SHAMEKA JENNINGS DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 BRIAN LANDERS DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 GLADYS O'MAHONEY DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 PETER O'NEIL DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 STEPHEN ROSE DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 AMY WALTER DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 PANOS TZIVANIDIS DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 CLIFFORD RIPPETOE DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 KATHLEEN WARDEN DIRECTOR/ TRUSTEE 2.00 2.00 X 0 0 0 SHERRIF KARAMAT CEO & PRESIDENT 32.00 8.00 X 841782 0 94826 TUSIALOFA TAUVAA CHIEF BUSINESS OFFICER 40.00 X 334656 0 68700 TRACI DEPUY CHIEF MARKETING OFFICER 40.00 X 294502 0 17034 MEREDITH ROLLINS CHIEF COMMUNITY OFFICER 20.00 20.00 X 237487 0 44403 BRUCE MACMILLAN CHIEF OPERATING OFFICER 40.00 X 193907 0 15623 KIMBERLY MAGGIO CHIEF FINANCIAL OFFICER 40.00 X 170769 0 8729 HOWARD GIVNER SR VP OF KNOWLEDGE 40.00 X 312835 0 23909 MICHELLE RUSSELL EDITOR IN CHIEF 40.00 X 192890 0 42645 RUDOLF BLOEMENDAAL GLOBAL VP BUS DEV 40.00 X 191592 0 37947 MEGHAN RISCH CHIEF OF STAFF 40.00 X 186558 0 17158 BRIAN MASON VP STRATEGY & OPERATIONS 40.00 X 150865 0 21666 XERONA ANTHONY VP EVENTS & EXPERIENCES 40.00 X 170854 0 30127 TAMMY MOORE VP LEARNING & PROF DEV 40.00 X 151800 0 29620 STACEY SHAFER VP COMMUNITY ENGAGEMENT 40.00 X 151407 0 14687 MARY LYNN NOVELLI BUS. DEVELOPMENT 40.00 X 221911 0 26828 3803815 0 493902 21 0 1 0 HERITAGE EXPO SERVICES 620 SHENANDOAH ST LOUIS MO 63104 MEETING DECORATIONS 1288918 ENCORE GROUP LLC 23918 NETWORK PLACE CHICAGO IL 60673 AUDIOVISUAL SERVICES 833235 SERVICE AMERICA CORP DBA CENTERPLATE 111 W HARBOR DR SAN DIEGO CA 92101 SHOW MANAGEMENT AND F&B 613930 CLARITY TECHNICAL SOLUTIONS 23 RANCHO CIRCLE LAKE FOREST CA 92630 AUDIOVISUAL SERVICES 575000 SPEAK INC 10680 TREEN ST STE 230 SAN DIEGO CA 92131 SPEAKER MANAGEMENT AGENCY 362500 35 230000 27588 27588 257588 SPONSORSHIP/ANNUAL EVENT 541900 9145547 9145547 PROGRAM REVENUE 541900 5330107 5330107 PUBLICATION/WEBSITE 541800 2564321 2564321 MEMBERSHIP DUES 541900 2250624 2250624 EDUCATIONAL PROGRAMS 541900 558 558 19291157 105106 105106 713314 527528 185786 185786 185786 MANAGEMENT ARRANGEMENT 541610 202800 202800 208991 208991 411791 20251428 16726836 2564321 702683 2365 3327952 4102472 221610 585947 536869 901355 58415 119736 32091 971233 189452 91855 680681 448571 1117342 5081736 97742 308683 84628 BANK CARD DISCOUNT FEES 315556 FEES & LICENSES 171245 SPONSORSHIP EXPENSES 139045 DUES & SUBSCRIPTIONS 134574 653340 20374495 1117357 2131047 147983 2437210 5021359 2867733 28182 16394 566128 2002262 3176189 2245925 868870 930264 5092526 4062976 526000 524372 670672 1090732 4069674 1494682 18108751 17557672 2412135 2285523 10124237 8476308 3592229 3616366 16128601 14378197 X 1980150 3179475 1980150 3179475 18108751 17557672 -123067 123069 1199323 0 X X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 794524 533048 261476 363029 251284 111745 2018636 1461593 557043 930264 RIGHT OF USE ASSET 507234 DEFERRED COMPENSATION INVESTMENT 701925 PREPAID TAXES 174923 INCOME TAX RECEIVABLE 47394 SECURITY DEPOSIT 63206 1494682 OPERATING LEASE LIABILITIY 671039 EMPLOYEE BENEFIT PLAN OBLIGATIONS 417841 DEFERRED COMPENSATION PAYABLE 701925 LINE OF CREDIT PAYABLE 1549599 OTHER ST LIABILITIES 8443 DUE TO/FROM AFFILIATES 267519 3616366 X PART X, LINE 2: PCMA IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). CONTRIBUTIONS TO PCMA QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). PCMA FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. PCMA HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCE HOSTED IN THE REGION 110000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE HOSTED IN THE REGION 308008 0 0 0 0 0 0 418008 0 418008 0 0 1 0 0 0 PART I, LINE 2: NA X X X 1 1 0 SHERRIF KARAMAT CEO & PRESIDENT 660831 0 147250 0 33701 0 83510 0 11316 0 936608 0 0 0 TUSIALOFA TAUVAA CHIEF BUSINESS OFFICER 334656 0 0 0 0 0 34500 0 34200 0 403356 0 0 0 HOWARD GIVNER SR VP OF KNOWLEDGE 184710 0 0 0 128125 0 23909 0 0 0 336744 0 0 0 TRACI DEPUY CHIEF MARKETING OFFICER 294502 0 0 0 0 0 8130 0 8904 0 311536 0 0 0 MEREDITH ROLLINS CHIEF COMMUNITY OFFICER 237487 0 0 0 0 0 24927 0 19476 0 281890 0 0 0 MARY LYNN NOVELLI BUS. DEVELOPMENT 97374 0 124537 0 0 0 15512 0 11316 0 248739 0 0 0 MICHELLE RUSSELL EDITOR IN CHIEF 192890 0 0 0 0 0 18861 0 23784 0 235535 0 0 0 RUDOLF BLOEMENDAAL GLOBAL VP BUS DEV 191592 0 0 0 0 0 18471 0 19476 0 229539 0 0 0 BRUCE MACMILLAN CHIEF OPERATING OFFICER 115907 0 0 0 78000 0 15623 0 0 0 209530 0 0 0 MEGHAN RISCH CHIEF OF STAFF 186558 0 0 0 0 0 17158 0 0 0 203716 0 0 0 XERONA ANTHONY VP EVENTS & EXPERIENCES 170854 0 0 0 0 0 10651 0 19476 0 200981 0 0 0 TAMMY MOORE VP LEARNING & PROF DEV 151800 0 0 0 0 0 14296 0 15324 0 181420 0 0 0 KIMBERLY MAGGIO CHIEF FINANCIAL OFFICER 170769 0 0 0 0 0 8729 0 0 0 179498 0 0 0 BRIAN MASON VP STRATEGY & OPERATIONS 150865 0 0 0 0 0 12000 0 9666 0 172531 0 0 0 STACEY SHAFER VP COMMUNITY ENGAGEMENT 151407 0 0 0 0 0 14687 0 0 0 166094 0 0 0 PART I, LINE 3 EMPLOYMENT CONTRACT IS REVIEWED AND APPROVED BY BOARD ANNUALLY PART I, LINES 4A-B NAME: HOWARD GIVNER, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $128,125. PLAN DESCRIPTION: SERVERANCE AGREEMENT NAME: BRUCE MACMILLAN, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $78,000. PLAN DESCRIPTION: SERVERANCE AGREEMENT NAME: SHERRIF KARAMAT, DESCRIPTION: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, CURRENT YEAR AMOUNT: $33,701. PLAN DESCRIPTION: 457F X FOOD & BEVERAGE FOR PARTNERSHIP SUMMIT 1 27588 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ASSOCIATION'S EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE BOARD, THE IMMEDIATE PAST CHAIR OF THE BOARD AND TWO SENIOR SUPPLIER PARTNER DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION. THE EXECUTIVE COMMITTEE MUST REPORT ITS ACTIONS TO THE BOARD AT THE NEXT SUCCEEDING BOARD MEETING TO SEEK RATIFICATION OF ITS ACTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF PCMA IS COMPRISED OF PROFESSIONALS ENGAGED IN MEETINGS AND CONVENTIONS FOR THEIR REPECTIVE ORGANIZATIONS OR OTHERS. THESE MEMBERS ARE CLASSIFIED AS BUSINESS EVENT ORGANIZER, BUSINESS EVENT SUPPLIER, ASSOCIATE, AND EMERITUS. IN ADDITION, FACULTY AND STUDENT MEMBERS JOIN FROM EDUCATIONAL INSITITUTIONS SUPPORTING THE MEETING INDUSTRY. BUSINESS EVENT ORGANIZERS, BUSINESS EVENT SUPPLIERS, AND FACULTY MEMBERS WILL HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A NOMINATIONS TO THE BOARD ARE OPEN TO ANY PROFESSIONAL OR SUPPLIER MEMBER IN GOOD STANDING FOR A MINIMUM OF THREE YEARS. A NOMINATING COMMITTEE THEN REVIEWS AND INTERVIEWS ALL SUBMISSIONS WHICH LEADS TO THE PROPOSAL OF A SLATE FOR ELECTION TO OPEN BOARD POSITIONS. FOLLOWING NOTIFICATION OF THE SLATE TO ALL MEMBERS, THERE IS A PERIOD OF TIME IN WHICH ADDITIONAL NOMINATIONS CAN BE MADE THROUGH A PRESCRIBED PETITION PROCESS. WHEN THE SPECIFIED PROCESS TIME ELAPSES AND, IF NO ADDITIONAL NOMINATIONS ARE RECEIVED, THE PROPOSED SLATE IS DEEMED TO BE ELECTED; OTHERWISE, A BALLOTING PROCESS IS CONDUCTED. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY THAT REQUIRE MEMBER APPROVAL ARE VOTED UPON AS PRESCRIBED IN ARTICLE V OF THE ASSOCIATION'S BYLAWS, TYPICALLY AT THE ANNUAL BUSINESS MEETING OR BY MAIL. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT CONDUCTED A DETAILED REVIEW OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO EXECUTE A CONFLICT OF INTEREST STATEMENT FOR EACH YEAR SERVING ON THE BOARD. THIS STATEMENT INCLUDES THEIR ACKNOWLEDGMENT TO INFORM THE CHAIR IN WRITING OF ANY CHANGES IN THEIR CIRCUMSTANCES AFFECTING THEIR RELATIONSHIP TO THE ORGANIZATION. BOARD MEMBERS MAY NOT PARTICIPATE IN ANY PRIVATE BUSINESS OR PERSONAL SERVICE WITH THE ORGANIZATION EXCEPT AS PROCEDURALLY CONTROLLED TO ASSURE OPENNESS, COMPETITIVE OPPORTUNITY AND EQUAL ACCESS TO INFORMATION. IF ANY ACTUAL OR POTENTIAL CONFLICT ARISES, THE CONFLICTED INDIVIDUAL WITHDRAWS FROM BOARD DELIBERATION, VOTING AND ACCESS TO APPLICABLE BOARD INFORMATION. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT & CEO IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD'S EXECUTIVE COMMITTEE. THE COMMITTEE USED APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUSLY SUBSTANTIATED THE DELIBERATION AND DECISION FOR THE PRESIDENT & CEO, SHERRIF KARAMAT. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE ASSOCIATION DOES NOT MAKE ITS CONFLICT OF INTEREST NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION NEITHER CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. PCMA EDUCATION FOUNDATION 35 EAST WACKER DRIVE STE 500 CHICAGO IL 60601 529999947 EDUCATION AND RESEARCH GRANTS DC 501(C)(3) LINE 7 PROFESSIONAL CONVENTION MANAGEMENT 1 PCMA ICESAP PTE LTD 5 TEMASEK BOULEVARD 17-01 SN 247971 EDUCATION AND PROFESSIONAL DEVELOPMENT SN PROFESSIONAL CONVENTION MANAGEMENT ASSOCIATION C -85262 183198 1.00000 1 PCMA SERVICES INC 35 EAST WACKER DRIVE STE 500 CHICAGO IL 60601 631079617 PROFESSIONAL CONVENTION MANAGEMENT IL PROFESSIONAL CONVENTION MANAGEMENT ASSOCIATION C -474746 449233 1.00000 1 0 1 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 1