2026-01-19T09:50:39-06:00 2025-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-04-01 521022025 Association of Chamber of Commerce Executives Inc ASSO 7039980072 277 S Washington Street STE 210 Alexandria VA 22314 Sheree Anne Kelly President & CEO 7039980072 2026-01-15 1 1 Yong Zhang CPA P01249785 7038930300 2026-01-13 2024 2025-03-06 01:10:19Z ACCE Sheree Anne Kelly 277 S Washington Street STE 210 Alexandria VA 22314 3778977 0 X www.acce.org X 1914 DE Serving Chamber of Commerce Executives. 48 47 26 95 79096 0 0 477388 3024013 3030152 43795 84243 68585 187194 3136393 3778977 0 0 0 0 1587809 1607406 0 0 0 1505199 1644535 3093008 3251941 43385 527036 5780104 8131649 2426937 4200187 3353167 3931462 X ACCE's mission is to support and develop chamber professionals to lead businesses and their communities. To accomplish this mission, ACCE creates quality professional development-from core competencies, to strategic problem solving, to visionary leadership. The association meets the needs of its members in all stages of growth and from all sizes of chambers. ACCE provides the tools executives need to improve the management and operations of their chambers, including identifying and analyzing the trends affecting our nation's communities, establishing benchmarking studies, and sharing best practices. Through its chamber-crafted benefits plans, career advancement support, salary benchmarking and retirement planning, ACCE also enhances the economic well-being of its members. 0 0 Information: ACCE helps members stay ahead of trends and issues, constantly advising chambers about better ways to serve their communities and employers in regions across the U.S. and Canada. Recently, the Organization has increased the flow of information on Policies, issues, economic development opportunities and regulatory compliance. Constantly increasing the quantity, quality and speed of Information delivered to chambers ensures that all those who lead such organizations can improve the quality of life and prosperity of the regions they serve. Professional development: ACCE's professional development initiatives are designed around an internationally accepted body of Knowledge. Programming is concentrated on senior leadership and those whose positions involve decision-making for departments within their organizations. Curriculum coverage for all chamber disciplines is an essential part of education programs, with new components aimed at economic development, government relations and even management in the future. We are forging new relationships with state and regional associations of chamber leaders in order to expand our reach and ensure viable audiences. Network: peer-to-peer products and programs which place an emphasis on knowledge transfer through peer groups are key to the ACCE network. Adjustments in the technology, style and duration of peer groups allows national connections to be maintained. Through the growing power of our annual convention, as well as an ongoing shared branding initiative and revamped awards programs, our network provides invaluable knowledge to members. Technology allows for global linkages among members, with new community-building tools available through our expanding web-based resources. Solutions: creating workable, practical member-oriented solutions to chamber organizational challenges may include choosing the right retirement plan, choosing membership management software, or running an effective board retreat. A cadre of trusted professional partners, carefully selected group purchase options, and industry advice on choices and products for chamber management as well as direct responses to specific needs allows ACCE to enable individual chambers to sustain and improve their operations. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 24 0 1 26 1 1 1 0 0 0 0 0 0 0 X 48 47 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X Jacqueline O Cook 7039980072 277 S Washington Street STE 210 Alexandria VA 22314 Sheree A Kelly President and CEO 38.00 X X 493819 0 19850 Jim Rooney Chair 1.00 X X 0 0 0 Carlos Phillips CCE Immediate Past Chair 1.00 X X 0 0 0 Alisha Benson IOM Chair Elect 1.00 X X 0 0 0 Maria Salinas Treasurer 1.00 X X 0 0 0 Becky Bartoszek Vice Chair 1.00 X X 0 0 0 Natalie English CCE IOM Vice Chair 1.00 X X 0 0 0 Brittany Quick-Warner Vice Chair 1.00 X X 0 0 0 Amy Shuttle CCE IOM Vice Chair/MDD Chair 1.00 X X 0 0 0 Adrienne Cole Executive Committee at Large 1.00 X 0 0 0 Chellie Cameron Executive Committee at Large 1.00 X 0 0 0 Derek Miller Executive Committee at Large 1.00 X 0 0 0 Ian Fletcher CCE Executive Committee at Large 1.00 X 0 0 0 Joe Reardon Executive Committee at Large 1.00 X 0 0 0 Rory Ring CCE Executive Committee at Large 1.00 X 0 0 0 Sheree Anne Kelly Executive Committee at Large 1.00 X 0 0 0 Brian Anderson CCE Board of Directors - District 1 1.00 X 0 0 0 Angela Franco Board of Directors - District 1 1.00 X 0 0 0 Ryan Unger Board of Directors - District 1 1.00 X 0 0 0 Heather Valudes CCE Board of Directors - District 1 1.00 X 0 0 0 Katie Kirkpatrick PE Board of Directors - District 2 1.00 X 0 0 0 Mark Owens CCE Board of Directors - District 2 1.00 X 0 0 0 Amanda Payne Board of Directors - District 2 1.00 X 0 0 0 Sara Ray IOM Board of Directors - District 2 1.00 X 0 0 0 Sarah Davasher-Wisdom CCE IOM MPA Board of Directors - District 3 1.00 X 0 0 0 Nikki Devitt IOM Board of Directors - District 3 1.00 X 0 0 0 Joshua Gunn Board of Directors - District 3 (job change mid-te 1.00 X 0 0 0 Steve Millard CCE Board of Directors - District 3 1.00 X 0 0 0 Barbara Jean Garza Board of Directors - District 4 1.00 X 0 0 0 Jaime Henning CCE Board of Directors - District 4 1.00 X 0 0 0 Sandra Lombana Lindquist CCE Board of Directors - District 4 1.00 X 0 0 0 Kami Welch Board of Directors - District 4 1.00 X 0 0 0 Katy Brooks Board of Directors - District 5 1.00 X 0 0 0 Andrew Hoan Board of Directors - District 5 1.00 X 0 0 0 Sherry Menor-McNamara CCE Board of Directors - District 5 1.00 X 0 0 0 Mary Beth Sewald Board of Directors - District 5 1.00 X 0 0 0 Juliet Abdel CCE IOM Board of Directors - Chair Appointments 1.00 X 0 0 0 Eric Godet Board of Directors - Chair Appointments 1.00 X 0 0 0 David A Griggs CCE Board of Directors - Chair Appointments 1.00 X 0 0 0 Tim Murray Board of Directors - Chair Appointments 1.00 X 0 0 0 Kevin Sheilley CCE Board of Directors - Chair Appointments 1.00 X 0 0 0 Robert Durkin Board of Directors - At Large 1.00 X 0 0 0 Pammie Jimmar IOM Board of Directors - At Large 1.00 X 0 0 0 B Kyle Board of Directors - At Large 1.00 X 0 0 0 Nick Masino Board of Directors - At Large 1.00 X 0 0 0 Ali Rauch Board of Directors - At Large 1.00 X 0 0 0 Baiju Shah Board of Directors - At Large 1.00 X 0 0 0 Ernest Strickland Board of Directors - At Large 1.00 X 0 0 0 Samira Zimmerly IOM Board of Directors - At Large 1.00 X 0 0 0 Sara Armstrong Board of Directors - Ex Officio 1.00 X 0 0 0 Candace Boothby CCE GCCE IOM Board of Directors - Ex Officio 1.00 X 0 0 0 Chellie Cameron Board of Directors - Ex Officio 1.00 X 0 0 0 Kati Capozzi Board of Directors - Ex Officio 1.00 X 0 0 0 Ian Fletcher CCE Board of Directors - Ex Officio 1.00 X 0 0 0 Matt Morrow Board of Directors - Ex Officio 1.00 X 0 0 0 Jodi Owczarski Board of Directors - Ex Officio 1.00 X 0 0 0 Brittany Quick-Warner Board of Directors - Ex Officio 1.00 X 0 0 0 Joe Reardon Board of Directors - Ex Officio 1.00 X 0 0 0 Tony Vedda CCE IOM Board of Directors - Ex Officio 1.00 X 0 0 0 Sara Barnett Board of Directors - Staff Professionals 1.00 X 0 0 0 James Bell Board of Directors - Staff Professionals 1.00 X 0 0 0 Omar Cuevas CCE Board of Directors - Staff Professionals 1.00 X 0 0 0 Kim Dahlsten IOM CCEC Board of Directors - Staff Professionals 1.00 X 0 0 0 Belinda Matthews Stenson Board of Directors - Staff Professionals 1.00 X 0 0 0 Nancy Spivey CCE IOM Board of Directors - Staff Professionals 1.00 X 0 0 0 Cassie Stoner Board of Directors - Staff Professionals 1.00 X 0 0 0 Kevin Walker CCE IOM Board of Directors - Staff Professionals 1.00 X 0 0 0 Rory Ring CCE Board of Directors - Canada 1.00 X 0 0 0 Keitha Robson Board of Directors - Canada 1.00 X 0 0 0 Jacqueline Cook CFO 38.00 X 149513 0 9353 Stacey Breslin VP Benefits 38.00 X 156438 0 11468 Will Burns VP Communications 38.00 X 127332 0 9377 Amy Shields VP Programs 38.00 X 135235 0 9319 1062337 0 59367 5 0 1 0 0 477388 477388 Membership Dues 900099 1606696 1606696 Meetings & Sponsorship 900099 1324726 938516 386210 Advertising revenue 541800 79096 79096 Publications 900099 13564 13564 Salary Survey Sales 900099 6070 6070 3030152 84243 84243 Other income 900099 132694 132694 Reimbursement 900099 54500 54500 187194 3778977 2564846 79096 657647 X 698170 406253 107609 315090 80284 31016 355702 27873 115718 58853 94285 108269 678832 39938 28253 Licenses and Fees 72734 Dues and Subscriptions 19422 Other Expenses 12254 Federal and State Taxes 1386 3251941 188886 525045 1943343 2086043 16924 49570 243979 289407 359109 291901 39790 67208 1638972 1766496 461050 519340 1247160 2828540 5780104 8131649 914091 388295 1117693 1116313 395153 2695579 2426937 4200187 X 3353167 3931462 3353167 3931462 5780104 8131649 X 527036 -5477 -1555 58291 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 2775 2775 0 11550 11550 0 344784 277576 67208 67208 519340 C 519340 Due from ACCE FDN 855752 Due from BT 99 Due from FBI 1463724 Deposits 2950 Deferred Compensation 457290 Right-of-use Assets Operating Lease 48725 2828540 Deferred Compensation plan 457290 Due To ACCEF 810396 Due To BT 99 Due To FBI 1379069 Lease Liabilities Operating Lease 48725 2695579 X Part X, Line 2: ACCE is exempt from federal income taxes under the provisions of IRC Section 501(c)(6). Management has evaluated the Association's tax positions and has concluded that the Association has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying consolidated financial statements. X X X X 0 0 0 Sheree A Kelly President and CEO 382759 0 110250 0 810 0 13812 0 6038 0 513669 0 0 0 Stacey Breslin VP Benefits 139359 0 16553 0 526 0 9522 0 1946 0 167906 0 0 0 Jacqueline Cook CFO 147008 0 750 0 1755 0 9018 0 335 0 158866 0 0 0 Form 990, Part VI, Section A, line 6 (A) Primary - the principle or "primary" members of ACCE are the Chief Executives of Chambers of Commerce and similarly chartered not-for-profit Organizations, as well as staff professionals designated by the sponsor chambers. The Chamber/Organization authorizing payment of the annual membership dues on behalf of these individuals and designates the participants is the member "sponsor." (B) Affiliate - Executives of non-profit community-centered Organizations, which are affiliated through corporate structure, governance or mission to a chamber of commerce, such as convention bureaus or economic development entities, are eligible for "affiliate" membership. The Organization paying the annual membership dues on behalf of these individuals is the member sponsor. (C) Associate - general commercial and non-profit businesses seeking to support the mission of ACCE may become non-voting, "associate" members of the association. (D) Honorary - those granted the title of "honorary member" prior to 2002 and those designated as "life member" from 2002 forward, as well as those granted "service member and former ACCE chairmen who have retired from active employment, are classified under the "honorary" class of membership. Form 990, Part VI, Section A, line 7a Nomination of Directors - prior to each annual membership meeting, the board of Directors shall appoint a Directors' nominating committee which shall consist of: one (1) primary member from each of the six districts described in section 1 of this article IV and up to three (3) additional current or Former Directors. On or before sixty days before the annual meeting, the directors' nominating committee shall nominate two primary members for each district directorship to be filled from the six geographic districts described in section 1 of this article IV, plus one staff professional. Election of Directors - the Directors' nominating committee will cause to be published in the official ACCE member communication, the slate of nominees which they have selected. This will be sent out no later than thirty (30) days before the annual meeting. Allowance will be provided on the ballot for write-in nominations. The President shall mail, broadcast fax, or email this ballot to all professional members at least fifteen (15) days before the annual meeting. The ballots shall be returned to the ACCE office within ten (10) days. The board of directors shall, at their regular meeting during the annual meeting, declare the candidates with the highest number of votes, elected. Appointment of at large Directors - the Chairman elect of the Board prior to becoming Chairman shall appoint no fewer than three (3) and no more than (6) Directors at large. These Directors shall serve for one (1) year beginning with the meeting that the Chairman elect becomes Chairman. Form 990, Part VI, Section A, line 7b Only those persons who are primary and affiliate members in good standing on the date of a membership meeting shall be entitled to vote at the meeting. A member entitled to vote at a membership meeting may vote at such meeting either in person or by proxy. Form 990, Part VI, Section B, line 11b ACCE uses the following process to review the form 990: 1. Upon completion by staff and audit preparation firm, our finance committee will review the draft of the 990. 2. Once the finance Committee approves the draft 990, it will be sent to Executive Committee and they will approve prior to filing. Under these bylaws, the Executive Committee may approve any action on behalf of the Board. 3. Once Executive Committee reviews and approves, ACCE will post the 990 on our www.acce.org/boardsite for the remaining Board to access for at least one week. 4. An email is sent to the ACCE board members letting them know that the 990 will be available on the ACCE board site. Form 990, Part VI, Section B, line 12c Members of the Board of Directors, Officers, Volunteers, and Key Employees of the Association of Chamber of Commerce Executives ("ACCE") must act at all times in the best interests of ACCE. Members of the Board, Officers, Volunteers, and Key Employees shall disclose all potential and actual conflicts of interest to the Board of Directors and, as required, remove themselves from all discussion and voting on any related matter. Conflict of interest forms will be distributed and signed annually at the spring board meeting. Form 990, Part VI, Section B, line 15 CEO - we have an outside consultant that does an extensive comparison. We notify the consultant when we need the analysis (annually) and she provides the data collected. That information is shared with our "CEO compensation committee and their determination is passed down to our CFO and Director, Administration (for payroll purposes). For other senior level positions, we research the comparable compensation analysis ourselves based on no less than 3 other compensation surveys. Form 990, Part VI, Section C, line 19 Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d). Form 990, Part IX, line 11g Consulting Fees 273,736. Employee Devlpmt/Training 39,046. Recruiting & Relocation 470. Speaker Fees 42,450. Form 990, Part XI, line 9: Equity in gain (loss) of subsidiary 58,291. Form 990, Part XII, line 2C The process has been consistent with prior years. Association of Chamber of Commerce Executives Foundation 277 S Washington Street Suite 210 Alexandria VA 22314 237204514 To establish Committees/Associations to develop and promote DC 501(c)(3) Line 12a, I Association of Chamber of Commerce Executives 1 Fringe Benefits Inc 277 S Washington Street Suite 210 Alexandria VA 22314 520895753 Business services/third party administration VA Association of Chamber of Commerce Executives C 1217128 680960 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Association of Chamber of Commerce Executives Foundation Q 54500 FMV