Civic Intelligence

American Australian

EIN 13-6151807 • 501(c)3 • New York, NY

Profile

The american australian association's purpose is to broaden, strengthen and encourage ties between the us and australia with active programs of corporate,educational, economic, social and cultural activities.

600 Third Ave 34 FloorNew York, NY 10016

www.americanaustralian.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.28x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

1.70x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$428,897

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

14th percentile

-7.4%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.3%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$24,300,638

Down $1,929,267 (-7.4%) from 2023

Liabilities

Down

$6,744,618

Down $992,540 (-13%) from 2023

Net Assets

Down

$17,556,020

Down $936,727 (-5.1%) from 2023

Revenue

Up

$3,970,408

Up $269,811 (+7.3%) from 2023

Expenses

Up

$5,730,155

Up $321,704 (+5.9%) from 2023

Net Income

Down

-$1,759,747

Down $51,893 (-3.0%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $10,058,294Liabilities 2010: $810,314Net Assets 2010: $9,247,9802010Assets 2011: $11,157,441Liabilities 2011: $1,109,862Net Assets 2011: $10,047,5792011Assets 2012: $12,265,216Liabilities 2012: $1,265,446Net Assets 2012: $10,999,7702012Assets 2013: $12,859,180Liabilities 2013: $1,344,705Net Assets 2013: $11,514,4752013Assets 2014: $12,943,519Liabilities 2014: $1,454,444Net Assets 2014: $11,489,0752014Assets 2015: $12,239,729Liabilities 2015: $1,185,533Net Assets 2015: $11,054,1962015Assets 2016: $9,771,026Liabilities 2016: $1,162,116Net Assets 2016: $8,608,9102016Assets 2017: $12,156,431Liabilities 2017: $903,809Net Assets 2017: $11,252,6222017Assets 2018: $12,773,583Liabilities 2018: $1,445,802Net Assets 2018: $11,327,7812018Assets 2019: $14,945,471Liabilities 2019: $1,952,265Net Assets 2019: $12,993,2062019Assets 2020: $16,744,700Liabilities 2020: $1,980,883Net Assets 2020: $14,763,8172020Assets 2021: $20,329,376Liabilities 2021: $2,912,836Net Assets 2021: $17,416,5402021Assets 2022: $30,305,261Liabilities 2022: $11,582,433Net Assets 2022: $18,722,8282022Assets 2023: $26,229,905Liabilities 2023: $7,737,158Net Assets 2023: $18,492,7472023Assets 2024: $24,300,638Liabilities 2024: $6,744,618Net Assets 2024: $17,556,0202024

Highlighted filing

2024

Assets$24,300,638
Liabilities$6,744,618
Net Assets$17,556,020

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $3,286,298Expenses 2010: $2,310,766Net Income 2010: $975,5322010Revenue 2011: $5,519,869Expenses 2011: $4,579,184Net Income 2011: $940,6852011Revenue 2012: $3,931,973Expenses 2012: $3,583,118Net Income 2012: $348,8552012Revenue 2013: $2,861,582Expenses 2013: $3,027,976Net Income 2013: -$166,3942013Revenue 2014: $3,173,628Expenses 2014: $3,306,842Net Income 2014: -$133,2142014Revenue 2015: $3,316,884Expenses 2015: $2,829,312Net Income 2015: $487,5722015Revenue 2016: $3,632,946Expenses 2016: $6,196,099Net Income 2016: -$2,563,1532016Revenue 2017: $5,850,284Expenses 2017: $3,309,459Net Income 2017: $2,540,8252017Revenue 2018: $4,876,536Expenses 2018: $3,227,474Net Income 2018: $1,649,0622018Revenue 2019: $3,769,808Expenses 2019: $3,779,052Net Income 2019: -$9,2442019Revenue 2020: $5,767,448Expenses 2020: $5,168,390Net Income 2020: $599,0582020Revenue 2021: $5,966,095Expenses 2021: $3,532,950Net Income 2021: $2,433,1452021Revenue 2022: $8,500,259Expenses 2022: $4,124,592Net Income 2022: $4,375,6672022Revenue 2023: $3,700,597Expenses 2023: $5,408,451Net Income 2023: -$1,707,8542023Revenue 2024: $3,970,408Expenses 2024: $5,730,155Net Income 2024: -$1,759,7472024

Highlighted filing

2024

Revenue$3,970,408
Expenses$5,730,155
Net Income-$1,759,747

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$6.74$17.6$3.97$5.73$1.76
2023Summary only. Only limited summary data is available for this year.$26.2$7.74$18.5$3.70$5.41$1.71
2022Summary only. Only limited summary data is available for this year.$30.3$11.6$18.7$8.50$4.12$4.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$2.91$17.4$5.97$3.53$2.43
2020Summary only. Only limited summary data is available for this year.$16.7$1.98$14.8$5.77$5.17$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$1.95$13.0$3.77$3.78$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$1.45$11.3$4.88$3.23$1.65
2017Summary only. Only limited summary data is available for this year.$12.2$0.90$11.3$5.85$3.31$2.54
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.77$1.16$8.61$3.63$6.20$2.56
2015Detailed filing. Detailed filing data is available for this year.$12.2$1.19$11.1$3.32$2.83$0.49
2014Summary only. Only limited summary data is available for this year.$12.9$1.45$11.5$3.17$3.31$0.13
2013Summary only. Only limited summary data is available for this year.$12.9$1.34$11.5$2.86$3.03$0.17
2012Summary only. Only limited summary data is available for this year.$12.3$1.27$11.0$3.93$3.58$0.35
2011Summary only. Only limited summary data is available for this year.$11.2$1.11$10.0$5.52$4.58$0.94
2010Summary only. Only limited summary data is available for this year.$10.1$0.81$9.25$3.29$2.31$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.2
Gross Receipts
$8,944,182
Mission and Program Overview

Mission

The american australian association's purpose is to broaden, strengthen and encourage ties between the us and australia with active programs of corporate, educational, economic, social and cultural activities.

The american austrailian association's purpose is to broaden, strengthen and encourage ties between the us and australia with active programs of corporate, educational, economic, social and cultural activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,161,977$15,974,435▼ $187,542
Land, Buildings, and Equipment, Net$3,044,949$2,461,384▼ $583,565
Pledges and Grants Receivable$241,912$697,165▲ $455,253
Cash and Non-Interest-Bearing Accounts$397,487$515,030▲ $117,543
Savings and Temporary Cash Investments$387,929$511,267▲ $123,338
Prepaid Expenses and Deferred Charges$350,550$174,456▼ $176,094
Accounts Receivable$1,146,507$15,000▼ $1,131,507
Total Assets$26,229,905$24,300,638▼ $1,929,267
Other Assets Total$4,498,594$3,951,901▼ $546,693
Liabilities
Other Liabilities$5,082,138$4,501,795▼ $580,343
Grants Payable$2,167,242$1,507,564▼ $659,678
Deferred Revenue$452,834$419,000▼ $33,834
Accounts Payable and Accrued Expenses$34,944$316,259▲ $281,315
Total Liabilities$7,737,158$6,744,618▼ $992,540
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,267,094$13,861,310▼ $405,784
Net Assets With Donor Restrictions$4,225,653$3,694,710▼ $530,943
Total Net Assets Fund Balance$18,492,747$17,556,020▼ $936,727
Total Liabilities and Net Assets / Fund Balance$26,229,905$24,300,638▼ $1,929,267

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,115,793$561,637$2,677,430
Equipment$345,591$453,508$799,099
Other Assets Org$3,951,901--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BerryPresident (ended 12/31/2024)FT$424,450$4,447$428,897
Lily BalatinczChief Operating OfficerFT$140,840$102,256$243,096
Erin GraySVP Business Engagement, PFT$137,050$73,421$210,471
Rollette LusantaDirector of TechnologyFT$111,165$64,714$175,879
Michael LeahyDirector of FinanceFT$116,500$10,080$126,580
Laura LeventhalVP, Business Partnerships & BrandFT$111,950$13,973$125,923

Board Members and Trustees

NameTitle
Craig E Chapman EsqChairman
Leila SmithVice Chair
Samantha SchoenVice Chairman
Charles R GrantDirector
Claire JohnstonDirector
Damian EalesDirector
Kate ValeDirector
Nick StoneDirector
Oronzo MiccoliDirector
Sara MckerihanDirector
Sarah BesharDirector
Tania YukiDirector
John EstesDirector (started 03/24)
Zjantelle Cammisa MarkelDirector (started 06/24)
Shannon MarshallSecretary
Jacqui SpenceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Heidrick & StrugglesRecruiter233 SOUTH WACKER DRIVE, Chicago, IL 60606$259,281
Shane Terenzi Events LLCProduction Company For Event6551 FRANKLIN AVENUE, Los Angeles, CA 90028$256,004
Star Group ProductionsProduction Company For Event55 WALL STREET, New York, NY 10005$107,106
Revenue and Support

Revenue Composition

Contributions and Grants
$4,214,188
Program Service Revenue
$0
Investment Income
$1,079,295
Other Revenue
$-1,323,075
All Other Contributions
$904,579
Change in Net Assets
$-1,759,747

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$100,000Retail Value
Total Noncash Contributions1$100,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,923,414
Revenue Not Reported on Financial Statements
$46,994
Revenue Not Reported on Form 990
$823,020
Total Revenue per Audited Statements
$4,746,434
Total Revenue per Form 990
$3,970,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,204,958
Salaries, Compensation, and Employee Benefits$2,120,197
Grants and Similar Amounts Paid$1,405,000
Total Fundraising Expense$596,563
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$811,196$147,767$104,888$1,063,851
Grants to Domestic Individuals$882,000--$882,000
Current Officers, Directors, Trustees, and Key Employees$380,418$119,556$305,503$805,477
Occupancy$472,523$156,730$69,917$699,170
Foreign Grants$523,000--$523,000
Depreciation Depletion$392,165$71,706$58,027$521,898
Fees for Services Other$78,608$265,150$33,689$377,447
Office Expenses$71,359$100,579-$171,938
Other Employee Benefits$88,202$30,643$12,596$131,441
Payroll Taxes$80,713$26,772$11,943$119,428
Travel$32,619$26,735-$59,354
Fees for Service Investment Mgmnt Fees-$46,994-$46,994
Fees for Services Accounting-$35,185-$35,185
Insurance-$32,741-$32,741
Other Expenses$115,279$18,000-$18,000
All Other Expenses-$10,383-$10,383
Total Functional Expenses$3,928,082$1,205,510$596,563$5,730,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,730,155
Expenses per Audited Statements$5,683,161
Total Expenses per Audited Statements$5,683,161
Expenses Not Reported on Financial Statements$46,994
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
1
Spending
$593,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrants to RecipientsGrant Making-1$593,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,665,475
Fundraising Gross Income$304,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Dinner$1,265,200$146,575$35,748$110,827
Arts Gala$704,297$66,650$27,741$38,909
Total Events$3,310,025$304,200$1,665,475$-1,361,275
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$4,501,795
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has both corporate and individual memebers.

Form 990, Part VI, Section A, Line 7A

The members organizations elect the board members annually.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the outside accountants. Once completed, a draft of the form 990 is reviewed by the president, treasurer and finance manager in conjunction with the auditors.

Form 990, Part VI, Section B, Line 12C

Officers, directors, trustees and key employees are required to disclose any potential conflicts of interest on an annual basis.

Form 990, Part VI, Section B, Line 15A

Independent consultants engage to perform a review & provide analysis of comparable compensation & make recommendations to the board of directors. The board then utilizes such information & recommendations to determine appropriate compensation.

Form 990, Part VI, Section C, Line 19

The governing documents and audited financial statements are available upon request. The list of the board of directors is listed on the association's website.

Filing and Contact Details

Filer

Filer Name
American Australian Association
EIN
13-6151807
Phone
2123386860
Address
600 THIRD AVE 34 FLOOR, NEW YORK, NY 10016

Signing Officer

Name
Steven Marshall
Title
President
Phone
2123386860
Signed
2025-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Marshall
Formed
1948
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
58
Volunteers
16

Preparer

Firm
GRASSI & CO CPA'S PC
Address
360 MADISON AVENUE 7TH FLOOR, NEW YORK, NY 10017
Preparer
David Rottkamp
Phone
2126616166
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Recovery of undistributed grants 499,765.

FORM 990, PART XII, LINE 2C:

The organization has a committee that assumes responsibility for oversight of the audit.

Financial Statement Notes

PART X, LINE 2:

The organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization believes it is no longer subject to income tax examinations prior to 2021.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Recovery of undistributed grants 499,765.

Raw XML AppendixShowing 400 of 784 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE AMERICAN AUSTRAILIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES.
IRS990/AllOtherContributionsAmt0904579
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE AMERICAN AUSTRALIAN ASSOCIATION INC
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 THIRD AVE 34 FLOOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (ENDED 12/31/2024)
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18SVP BUSINESS ENGAGEMENT, P
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IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, BUSINESS PARTNERSHIPS & BRAND
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ARTS PLATFORM FOCUSES ON EMERGING AMERICAN, NATIVE AMERICAN, AUSTRALIAN AND INDIGENOUS AUSTRALIAN ARTISTS AND ASSISTING WITH ADVANCING IN STUDY OR TO UNDERTAKE ARTISTIC DEVELOPMENT IN EACH OTHER'S COUNTRIES RESPECTIVELY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0808540
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0287000
IRS990/ProgSrvcAccomActy3Grp/Desc0LOCAL INITIATIVES FOCUS ON MEMBERSHIP GROWTH, LOCAL ENGAGEMENT INTHE BUSINESS COMMUNITY AND MAINTAINING AND GROWING MEMBERSHIP.

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