Civic Intelligence

Association for Accounting Marketing Inc

990 • Fiscal year 2021 • EIN 36-3682169

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profilewww.accountingmarketing.org
201 E Main St Ste 1405Lexington, KY 40507

(859) 402-9769

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.19x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.23x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

33%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,013,713

Up $167,356 (+20%) from 2020

Net Assets

Up

$824,890

Up $222,010 (+37%) from 2020

Liabilities

Down

$188,823

Down $54,654 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin76th percentile

Revenue

Up

$826,840

Up $203,663 (+33%) from 2020

Expenses

Up

$634,242

Up $192,182 (+43%) from 2020

Net Income

Up

$192,598

Up $11,481 (+6.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $201,251Liabilities 2010: $96,645Net Assets 2010: $104,6062010Assets 2011: $191,985Liabilities 2011: $69,539Net Assets 2011: $122,4462011Assets 2012: $174,230Liabilities 2012: $29,884Net Assets 2012: $144,3462012Assets 2013: $213,418Liabilities 2013: $42,021Net Assets 2013: $171,3972013Assets 2014: $221,991Liabilities 2014: $35,126Net Assets 2014: $186,8652014Assets 2015: $423,391Liabilities 2015: $131,811Net Assets 2015: $291,5802015Assets 2016: $477,597Liabilities 2016: $153,898Net Assets 2016: $323,6992016Assets 2017: $504,972Liabilities 2017: $114,034Net Assets 2017: $390,9382017Assets 2018: $545,580Liabilities 2018: $156,342Net Assets 2018: $389,2382018Assets 2019: $595,200Liabilities 2019: $198,084Net Assets 2019: $397,1162019Assets 2020: $846,357Liabilities 2020: $243,477Net Assets 2020: $602,8802020Assets 2021: $1,013,713Liabilities 2021: $188,823Net Assets 2021: $824,8902021Assets 2022: $1,115,053Liabilities 2022: $239,511Net Assets 2022: $875,5422022Assets 2023: $1,457,904Liabilities 2023: $285,528Net Assets 2023: $1,172,3762023Assets 2024: $1,648,051Liabilities 2024: $277,534Net Assets 2024: $1,370,5172024

Highlighted filing

2021

Assets$1,013,713
Liabilities$188,823
Net Assets$824,890
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $604,6122010Expenses 2011: $677,8272011Expenses 2012: $472,7002012Revenue 2013: $469,784Expenses 2013: $442,733Net Income 2013: $27,0512013Revenue 2014: $746,602Expenses 2014: $731,134Net Income 2014: $15,4682014Revenue 2015: $606,479Expenses 2015: $501,764Net Income 2015: $104,7152015Revenue 2016: $807,858Expenses 2016: $775,739Net Income 2016: $32,1192016Revenue 2017: $710,043Expenses 2017: $642,804Net Income 2017: $67,2392017Revenue 2018: $828,891Expenses 2018: $815,844Net Income 2018: $13,0472018Revenue 2019: $517,688Expenses 2019: $535,307Net Income 2019: -$17,6192019Revenue 2020: $623,177Expenses 2020: $442,060Net Income 2020: $181,1172020Revenue 2021: $826,840Expenses 2021: $634,242Net Income 2021: $192,5982021Revenue 2022: $924,035Expenses 2022: $785,599Net Income 2022: $138,4362022Revenue 2023: $1,113,347Expenses 2023: $874,814Net Income 2023: $238,5332023Revenue 2024: $1,128,628Expenses 2024: $1,018,709Net Income 2024: $109,9192024

Highlighted filing

2021

Revenue$826,840
Expenses$634,242
Net Income$192,598
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$850,908
Mission and Program Overview

Mission

To promote excellence and elevate the professional stature of marketing, business development and other practice growth professionals at all career levels directly impacting members' professional development and careers.

be the leading authority for thought leadership, expertise and education regarding firm growth for the accounting profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$540,246$649,636▲ $109,390
Investments in Publicly Traded Securities$271,123$310,904▲ $39,781
Prepaid Expenses and Deferred Charges$34,988$51,673▲ $16,685
Accounts Receivable-$1,500-
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$846,357$1,013,713▲ $167,356
Other Assets Total-$0-
Liabilities
Deferred Revenue$240,890$182,023▼ $58,867
Accounts Payable and Accrued Expenses$2,587$6,800▲ $4,213
Total Liabilities$243,477$188,823▼ $54,654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$602,880$818,943▲ $216,063
Net Assets With Donor Restrictions-$5,947-
Total Net Assets Fund Balance$602,880$824,890▲ $222,010
Total Liabilities and Net Assets / Fund Balance$846,357$1,013,713▲ $167,356

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$30,800$30,800
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Becca JohnsPast President
Katherine CohodesPresident
Nicole SterlingPresident Elect
Jennifer CanteroVice President
Jen LemanskiImm. Past Pres.
Casey BlakeMember at Large
Cheryl FosterMember at Large
Chris O'DayMember at Large
Christian MoisesMember at Large
Courtney KissMember at Large
Crystal MappMember at Large
Graeme GordonMember at Large
Greg ColeMember at Large
Jessica HekmatjahMember at Large
Laura MetzMember at Large
Nicola FlemingMember at Large
Randy MowatMember at Large
Stephanie GandseyMember at Large
Natalie McCannSecretary
Carrie SteffenTreasurer
Ed WarrenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AMR Management ServicesManagement Services201 E Main St Ste 1405, Lexington, KY 40507$177,116
Loews Philadelphia HotelEvent455 Duke Dr Ste 103, Franklin, TN 37067$122,056
Revenue and Support

Revenue Composition

Contributions and Grants
$40,300
Program Service Revenue
$778,898
Investment Income
$6,776
Other Revenue
$866
All Other Contributions
$40,300
Change in Net Assets
$192,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$824,164
Revenue Not Reported on Financial Statements
$2,676
Revenue Not Reported on Form 990
$32,088
Total Revenue per Audited Statements
$856,252
Total Revenue per Form 990
$826,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$634,242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$284,450$985-$285,435
Fees for Services Management$54,000$175,116-$229,116
Information Technology$2,100$19,528-$21,628
Fees for Services Other$10,665$5,767-$16,432
Travel$11,597--$11,597
Fees for Services Accounting-$3,660-$3,660
Other Expenses$765$2,084-$2,849
Fees for Services Legal-$236-$236
Total Functional Expenses$390,092$244,150$0$634,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$634,242
Total Expenses per Audited Statements$634,242
Total Expenses per Form 990$634,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“AAM receives various management services including those related to program and administrative services from AMR Management Services.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has one class of voting members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“An electronic copy of the form 990 is provided to each voting member of the governing body at least two weeks prior to the filing of the return. Upon tax preparers completion of the irs form 990, the form and accompanying schedules will first be reviewed by the association management company's controller and association manager. Thereafter an electronic copy of form 990 and accompanying schedules will be made available by the association manager to each voting member of the governing body via a secure area on aam's website, with electronic e-mail notification and instructions for contacting association headquarters with comments or questions, if any. A two-week timeframe will be provided for governing body comments or questions. Following the open timeframe for governing body comments or questions, and following resolution of any questions or other matters that have arisen, the form 990 and accompanying schedules will be provided by the association manager to a designated officer treasurer or president for final authorizing signature. The signed form 990 will be returned to the association management company for filing with the irs by the due date of the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, each member of the governing board and management is required to complete a conflict of interest questionnaire which identifies any potential conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Copies of the organization's governing documents, financial statements and Form 990 are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Association for Accounting
EIN
36-3682169
Phone
8594029769
Address
201 E Main St Ste 1405, Lexington, KY 40507

Signing Officer

Name
Ed Warren
Title
Treasurer
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Warren
Formed
1995
Legal Domicile
Co
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
175

Preparer

Firm
r r CPAs PSC
Address
1025 Dove Run Rd Ste 305, Lexington, KY 40502
Preparer
Thomas Cory Reitz
Phone
8593533100
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“GAAP requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. GAAP prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. The Association believes that it had no uncertain tax positions as defined in GAAP.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8Stephanie Gandsey
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Cantero
IRS990/Form990PartVIISectionAGrp/PersonNm10Katherine Cohodes
IRS990/Form990PartVIISectionAGrp/PersonNm11Casey Blake
IRS990/Form990PartVIISectionAGrp/PersonNm12Christian Moises
IRS990/Form990PartVIISectionAGrp/PersonNm13Courtney Kiss
IRS990/Form990PartVIISectionAGrp/PersonNm14Nicola Fleming
IRS990/Form990PartVIISectionAGrp/PersonNm15Cheryl Foster
IRS990/Form990PartVIISectionAGrp/PersonNm16Chris O'Day
IRS990/Form990PartVIISectionAGrp/PersonNm17Greg Cole
IRS990/Form990PartVIISectionAGrp/PersonNm18Jessica Hekmatjah
IRS990/Form990PartVIISectionAGrp/PersonNm19Laura Metz
IRS990/Form990PartVIISectionAGrp/PersonNm20Randy Mowat
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Imm. Past Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt15Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt18Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt19Member at Large
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IRS990/ProgramServiceRevenueGrp/Desc0Annual Summit
IRS990/ProgramServiceRevenueGrp/Desc1Educational Income
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc3Other Events
IRS990/ProgramServiceRevenueGrp/Desc4Virtual Summit
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,013,713
Liabilities
$188,823
Net assets
$824,890
Revenue
$826,840
Expenses
$634,242
Net income
$192,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.28$1.37$1.13$1.02$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.29$1.17$1.11$0.87$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.24$0.88$0.92$0.79$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.19$0.82$0.83$0.63$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.24$0.60$0.62$0.44$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.20$0.40$0.52$0.54$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.16$0.39$0.83$0.82$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.11$0.39$0.71$0.64$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.15$0.32$0.81$0.78$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.13$0.29$0.61$0.50$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.19$0.75$0.73$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.04$0.17$0.47$0.44$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.03$0.14$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.07$0.12$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.10$0.10$0.60