Civic Intelligence

Specialty Tools and Fasteners Distributors Association Inc

EIN 39-1287182 • 501(c)6 • Elm Grove, WI

Profile

To foster education and growth of its members and the association for the betterment of the industry.

PO Box 44Elm Grove, WI 53122-0044

www.stafda.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $5M-$10M nonprofits • Source year 2023

Net Margin

2nd percentile

-78%

Higher net margin than 2% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

1.1%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$5,095,383

Down $1,743,416 (-25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$5,095,383

Down $1,743,416 (-25%) from 2022

Revenue

Up

$2,229,778

Up $24,397 (+1.1%) from 2022

Expenses

Up

$3,973,272

Up $778,321 (+24%) from 2022

Net Income

Down

-$1,743,494

Down $753,924 (-76%) from 2022

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,696,569Liabilities 2010: $0Net Assets 2010: $8,696,5692010Assets 2011: $9,365,438Liabilities 2011: $0Net Assets 2011: $9,365,4382011Assets 2012: $9,657,879Liabilities 2012: $0Net Assets 2012: $9,657,8792012Assets 2013: $9,071,080Liabilities 2013: $0Net Assets 2013: $9,071,0802013Assets 2014: $8,912,781Liabilities 2014: $0Net Assets 2014: $8,912,7812014Assets 2015: $8,874,395Liabilities 2015: $0Net Assets 2015: $8,874,3952015Assets 2016: $8,881,266Liabilities 2016: $0Net Assets 2016: $8,881,2662016Assets 2017: $9,055,036Liabilities 2017: $0Net Assets 2017: $9,055,0362017Assets 2018: $9,271,124Liabilities 2018: $0Net Assets 2018: $9,271,1242018Assets 2019: $8,674,435Liabilities 2019: $0Net Assets 2019: $8,674,4352019Assets 2020: $8,286,292Liabilities 2020: $0Net Assets 2020: $8,286,2922020Assets 2021: $7,827,339Liabilities 2021: $0Net Assets 2021: $7,827,3392021Assets 2022: $6,838,799Liabilities 2022: $0Net Assets 2022: $6,838,7992022Assets 2023: $5,095,383Liabilities 2023: $0Net Assets 2023: $5,095,3832023

Latest loaded filing

2023

Assets$5,095,383
Liabilities$0
Net Assets$5,095,383

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,251,4532010Expenses 2011: $2,135,7752011Expenses 2012: $2,476,8732012Revenue 2013: $2,920,903Expenses 2013: $3,507,702Net Income 2013: -$586,7992013Revenue 2014: $2,916,925Expenses 2014: $3,075,224Net Income 2014: -$158,2992014Revenue 2015: $2,940,157Expenses 2015: $2,978,543Net Income 2015: -$38,3862015Revenue 2016: $2,998,571Expenses 2016: $2,991,700Net Income 2016: $6,8712016Revenue 2017: $3,099,087Expenses 2017: $2,925,317Net Income 2017: $173,7702017Revenue 2018: $3,176,044Expenses 2018: $2,959,956Net Income 2018: $216,0882018Revenue 2019: $3,313,215Expenses 2019: $3,909,904Net Income 2019: -$596,6892019Revenue 2020: $1,047,680Expenses 2020: $1,435,823Net Income 2020: -$388,1432020Revenue 2021: $2,157,664Expenses 2021: $2,616,617Net Income 2021: -$458,9532021Revenue 2022: $2,205,381Expenses 2022: $3,194,951Net Income 2022: -$989,5702022Revenue 2023: $2,229,778Expenses 2023: $3,973,272Net Income 2023: -$1,743,4942023

Latest loaded filing

2023

Revenue$2,229,778
Expenses$3,973,272
Net Income-$1,743,494

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$2.23$3.97$1.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.84$0.00$6.84$2.21$3.19$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$2.16$2.62$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.00$8.29$1.05$1.44$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.00$8.67$3.31$3.91$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$0.00$9.27$3.18$2.96$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$3.10$2.93$0.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$0.00$8.88$3.00$2.99$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$2.94$2.98$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$2.92$3.08$0.16
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.07$0.00$9.07$2.92$3.51$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$0.00$9.66$2.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$0.00$9.37$2.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.70$0.00$8.70$2.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$2,205,381
Mission and Program Overview

Mission

To foster education and growth of its members and the association for the betterment of the industry.

The organization is an educational association to help its members businesses. The organization offers a series of training manuals and monthly webinars. Educational programming: webinars, books. Annual convention and trade show; legislative networking on small business issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,651,463$6,532,489▼ $1,118,974
Cash and Non-Interest-Bearing Accounts$167,586$297,335▲ $129,749
Investments Other Securities$8,290$8,975▲ $685
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$7,827,339$6,838,799▼ $988,540
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,827,339$6,838,799▼ $988,540
Total Net Assets Fund Balance$7,827,339$6,838,799▼ $988,540
Total Liabilities and Net Assets / Fund Balance$7,827,339$6,838,799▼ $988,540

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$128,724-
Leasehold Improvements$0$39,944-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Georgia H FoleyCEOFT$350,100$50,690$400,790
Catherine P UsherMember Services DirectorFT$129,498$22,718$152,216

Board Members and Trustees

NameTitle
Brian Gersten 1122 - 11122Past President
Allan GuthriePresident & Past President
Harry KlassenVice-presidnet & President
Andrew HartmanDirector & Vice-president
David Milne 11122 - 123122Director
Ed Stebbins 1122 - 113022Director
Erika Scherman 11122 - 123122Director
Jay Amstutz 1122 - 11122Director
Marcos GutierrezDirector
Maria PolidoroDirector
Phil CerminaroDirector
Rand OkemuraDirector
Steve Dunham 1122 - 11122Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,942,406
Investment Income
$58,895
Other Revenue
$204,080
Change in Net Assets
$-989,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,206,411
Revenue Not Reported on Financial Statements
$-1,030
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-1,030
Total Revenue per Audited Statements
$2,206,411
Total Revenue per Form 990
$2,205,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,600,786
Salaries, Compensation, and Employee Benefits$586,920
Grants and Similar Amounts Paid$7,245
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$2,073,436
Current Officers, Directors, Trustees, and Key Employees---$485,707
Fees for Services Accounting---$108,681
Occupancy---$50,893
Pension Plan Contributions---$43,164
Fees for Services Other---$38,720
All Other Expenses---$37,908
Other Employee Benefits---$32,238
Payroll Taxes---$25,811
Other Expenses---$21,245
Office Expenses---$18,631
Travel---$17,722
Fees for Services Legal---$14,202
Grants to Domestic Individuals---$7,245
Total Functional Expenses$0$0$0$3,194,951

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,194,951
Total Expenses per Audited Statements$3,194,951
Total Expenses per Form 990$3,194,951
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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 8B

The organization documents the meetings held during the year by the governing body, but does not document meetings held by committees.

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

The president reviews the financial statements on a monthly basis. The board of directors receive quarterly financials from the ceo, and they review audited statements during the summer board meeting (held in june). The organization does not provide a complete copy of the form 990 to all members of its governing body before filing the return.

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

A copy of the board's fiscal responsibility and a review of conflict of interests are always included in the june and november board books for a review at the meetings.

Form 990, Part VI, Section B, Line 15

Key the current president, vice-president, and immediate past president review association benchmarking compensation reports issued by the american society of association executives (asae), and the goals the review committee set for the ceo. The three individuals have a conference call and discuss their results with the ceo prior to the november board meeting. Their findings are presented to the board at the november meeting for discussion and approval. Key employee compensation is reviewed by the current ceo along with industry standards and inflation.

Form 990, Part VI, Section C, Line 19

Documents are available upon request - the requestor can review the documents at the stafda office in elm grove.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Georgia h. Foley - p.o. Box 44, elm grove, wi 53122. Catherine p. Usher - p.o. Box 44, elm grove, wi 53122. Brian gersten (1/1/22 - 11/1/22) - 405 spook rock rd, suffern, ny 10901. Jay amstutz (1/1/22 - 11/1/22) - 999 goodale blvd, columbus, oh 43212. Steve dunham (1/1/22 - 11/1/22) - 2083 sage rd, medford, or 97501. Allan guthrie - 4611 s 96th st ste 200, omaha, ne 68127. Marcos gutierrez - 16250 nw 52nd ave, miami gardens, fl 33014. Andrew hartman - 93 mayview rd, canonsburg, pa 15317. Harry klassen - 42 scott st, st. Catharines, ontario, canada. Rand okemura - 1626 republican st, honolulu, hi 96819. Ed stebbins (1/1/22 - 11/30/22) - 664 circle dr, casper, wy 82601. Phil cerminaro - 5717 salmen st, new orleans, la 70123. Maria polidoro - 2201 wantagh ave, wantagh, ny 11793.

FORM 990, PART VI, SECTION A, LINE 6:

The organization has a board of directors.

Filing and Contact Details

Filer

Filer Name
Specialty Tools and Fasteners
EIN
39-1287182
Phone
2627844774
Address
PO BOX 44, ELM GROVE, WI 53122-0044

Signing Officer

Name
Georgia Foley
Title
CEO
Phone
2627844774
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Georgia Foley
Formed
1976
Legal Domicile
Wi
Voting Board Members
869
Independent Board Members
869
Employees
2
Volunteers
0

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Association education alliance partnership passthrough 1,030.

Form 990

Association education alliance k-1 12/31/22 1/1/22 beginning tax basis 398 ordinary business income/loss (685) contribution 710 interest income 58 other income (448) other increases 45 ------ stock basis 78 prior year carryforward at-risk amount - carryforward to 2023 ------ 12/31/22 ending tax basis 78 ======

Form 990, Part XI, Line 9

Tax loss from association education alliance partnership passthrough.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income tax under section 501(c)(6) of the internal revenue code. Management believes that it has appropriate support for any tax positions related to unrelated business activities, if any, and as such, believes it does not have any uncertain tax positions that are material to the financial statements.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Association education alliance partnership passthough -1,030.

Raw XML AppendixShowing 400 of 461 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS AN EDUCATIONAL ASSOCIATION TO HELP ITS MEMBERS BUSINESSES. THE ORGANIZATION OFFERS A SERIES OF TRAINING MANUALS AND MONTHLY WEBINARS. EDUCATIONAL PROGRAMMING: WEBINARS, BOOKS. ANNUAL CONVENTION AND TRADE SHOW; LEGISLATIVE NETWORKING ON SMALL BUSINESS ISSUES.
IRS990/AllOtherExpensesGrp/TotalAmt037908
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0GEORGIA FOLEY STAFDA
IRS990/BooksInCareOfDetail/PhoneNum02627844774
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 44
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELM GROVE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0531220044
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0167586
IRS990/CashNonInterestBearingGrp/EOYAmt0297335
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0485707
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt02073436
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07245
IRS990/CYInvestmentIncomeAmt058895
IRS990/CYOtherExpensesAmt02600786
IRS990/CYOtherRevenueAmt0204080
IRS990/CYProgramServiceRevenueAmt01942406
IRS990/CYRevenuesLessExpensesAmt0-989570
IRS990/CYSalariesCompEmpBnftPaidAmt0586920
IRS990/CYTotalExpensesAmt03194951
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02205381
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ASSOCIATION'S OBJECTIVE IS TO FOSTER & ADVANCE THE INDUSTRY, ENCOURAGE LEGAL & ETHICAL, BUSINESS RELATIONS WITHIN THE INDUSTRY, TO COLLECT & DISSEMINATE INDUSTRY INFORMATION TO ITS MEMBERS AND TO EXERT ITS BEST EFFORTS TOWARD THE DEVELOPMENT OF MORE EFFECTIVE, EFFICIENT AND ECONOMICAL DISTRIBUTION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0108681
IRS990/FeesForServicesLegalGrp/TotalAmt014202
IRS990/FeesForServicesOtherGrp/TotalAmt038720
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN GERSTEN 1122 - 11122
IRS990/Form990PartVIISectionAGrp/PersonNm1JAY AMSTUTZ 1122 - 11122
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE DUNHAM 1122 - 11122
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLAN GUTHRIE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARCOS GUTIERREZ
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IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID MILNE 11122 - 123122
IRS990/Form990PartVIISectionAGrp/PersonNm12ERIKA SCHERMAN 11122 - 123122
IRS990/Form990PartVIISectionAGrp/PersonNm13GEORGIA H FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHERINE P USHER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR & VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDNET & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER SERVICES DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt0869
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07245
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02205381
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt0869
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt058895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058895
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08290
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08975
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0168668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0168668
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-630
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-630
IRS990/MissionDesc0TO FOSTER EDUCATION AND GROWTH OF ITS MEMBERS AND THE ASSOCIATION FOR THE BETTERMENT OF THE INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07827339
IRS990/NetAssetsOrFundBalancesEOYAmt06838799
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07827339
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06838799
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt050893
IRS990/OfficeExpensesGrp/TotalAmt018631
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01030
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032238
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE/INTERNET
IRS990/OtherExpensesGrp/TotalAmt086567
IRS990/OtherExpensesGrp/TotalAmt173823
IRS990/OtherExpensesGrp/TotalAmt258958
IRS990/OtherExpensesGrp/TotalAmt321245
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc1EMPLOYEE RETENTION CRE
IRS990/OtherRevenueMiscGrp/Desc2EDUCATIONAL MATERIAL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0117921
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt179342
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27447
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0117921
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt179342
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27447
IRS990/OtherRevenueTotalAmt0204080
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt025811
IRS990/PensionPlanContributionsGrp/TotalAmt043164
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGIA FOLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS & MEET
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01253606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1688800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01253606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1688800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0125450
IRS990/PYOtherExpensesAmt01969950
IRS990/PYOtherRevenueAmt0120299
IRS990/PYProgramServiceRevenueAmt01911915
IRS990/PYRevenuesLessExpensesAmt0-458953
IRS990/PYSalariesCompEmpBnftPaidAmt0646667
IRS990/PYTotalExpensesAmt02616617
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02157664
IRS990/ReconcilationRevenueExpnssAmt0-989570
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07651463
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06532489
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0688800
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0128724
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0128724
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03194951
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt039944
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt039944
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1030
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1030
IRS990ScheduleD/RevenueSubtotalAmt02206411
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS RELATED TO UNRELATED BUSINESS ACTIVITIES, IF ANY, AND AS SUCH, BELIEVES IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASSOCIATION EDUCATION ALLIANCE PARTNERSHIP PASSTHOUGH -1,030.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03194951
IRS990ScheduleD/TotalRevenuePerForm990Amt02205381
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02206411
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03194951
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07245
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO UNIVERSITY OF INNOVATIVE DISTRIBUTION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PAYMENTS FOR SCHOLARSHIPS ARE PAID DIRECTLY TO ASSOCIATION EDUCATION ALLIANCE FOR THIS TRAINING IN THE DISTRIBUTOR AND MEDICAL FIELDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III, LINE 1
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0350100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1129498
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt031509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt111655
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt111063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GEORGIA H FOLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CATHERINE P USHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1MEMBER SERVICES DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0400790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1152216
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOCUMENTS THE MEETINGS HELD DURING THE YEAR BY THE GOVERNING BODY, BUT DOES NOT DOCUMENT MEETINGS HELD BY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. THE BOARD OF DIRECTORS RECEIVE QUARTERLY FINANCIALS FROM THE CEO, AND THEY REVIEW AUDITED STATEMENTS DURING THE SUMMER BOARD MEETING (HELD IN JUNE). THE ORGANIZATION DOES NOT PROVIDE A COMPLETE COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE BOARD'S FISCAL RESPONSIBILITY AND A REVIEW OF CONFLICT OF INTERESTS ARE ALWAYS INCLUDED IN THE JUNE AND NOVEMBER BOARD BOOKS FOR A REVIEW AT THE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEY THE CURRENT PRESIDENT, VICE-PRESIDENT, AND IMMEDIATE PAST PRESIDENT REVIEW ASSOCIATION BENCHMARKING COMPENSATION REPORTS ISSUED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE), AND THE GOALS THE REVIEW COMMITTEE SET FOR THE CEO. THE THREE INDIVIDUALS HAVE A CONFERENCE CALL AND DISCUSS THEIR RESULTS WITH THE CEO PRIOR TO THE NOVEMBER BOARD MEETING. THEIR FINDINGS ARE PRESENTED TO THE BOARD AT THE NOVEMBER MEETING FOR DISCUSSION AND APPROVAL. KEY EMPLOYEE COMPENSATION IS REVIEWED BY THE CURRENT CEO ALONG WITH INDUSTRY STANDARDS AND INFLATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST - THE REQUESTOR CAN REVIEW THE DOCUMENTS AT THE STAFDA OFFICE IN ELM GROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GEORGIA H. FOLEY - P.O. BOX 44, ELM GROVE, WI 53122. CATHERINE P. USHER - P.O. BOX 44, ELM GROVE, WI 53122. BRIAN GERSTEN (1/1/22 - 11/1/22) - 405 SPOOK ROCK RD, SUFFERN, NY 10901. JAY AMSTUTZ (1/1/22 - 11/1/22) - 999 GOODALE BLVD, COLUMBUS, OH 43212. STEVE DUNHAM (1/1/22 - 11/1/22) - 2083 SAGE RD, MEDFORD, OR 97501. ALLAN GUTHRIE - 4611 S 96TH ST STE 200, OMAHA, NE 68127. MARCOS GUTIERREZ - 16250 NW 52ND AVE, MIAMI GARDENS, FL 33014. ANDREW HARTMAN - 93 MAYVIEW RD, CANONSBURG, PA 15317. HARRY KLASSEN - 42 SCOTT ST, ST. CATHARINES, ONTARIO, CANADA. RAND OKEMURA - 1626 REPUBLICAN ST, HONOLULU, HI 96819. ED STEBBINS (1/1/22 - 11/30/22) - 664 CIRCLE DR, CASPER, WY 82601. PHIL CERMINARO - 5717 SALMEN ST, NEW ORLEANS, LA 70123. MARIA POLIDORO - 2201 WANTAGH AVE, WANTAGH, NY 11793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSOCIATION EDUCATION ALLIANCE PARTNERSHIP PASSTHROUGH 1,030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ASSOCIATION EDUCATION ALLIANCE K-1 12/31/22 1/1/22 BEGINNING TAX BASIS 398 ORDINARY BUSINESS INCOME/LOSS (685) CONTRIBUTION 710 INTEREST INCOME 58 OTHER INCOME (448) OTHER INCREASES 45 ------ STOCK BASIS 78 PRIOR YEAR CARRYFORWARD AT-RISK AMOUNT - CARRYFORWARD TO 2023 ------ 12/31/22 ENDING TAX BASIS 78 ======
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION HAS A BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX LOSS FROM ASSOCIATION EDUCATION ALLIANCE PARTNERSHIP PASSTHROUGH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION A, LINE 6:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07827339
IRS990/TotalAssetsEOYAmt06838799
IRS990/TotalAssetsGrp/BOYAmt07827339
IRS990/TotalAssetsGrp/EOYAmt06838799
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt03194951
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00

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