2022-09-13T13:04:54-04:00 2021-12-31 261677336 LISA ACRI CPA & ASSOCIATES INC 29 S UNION ST Middletown PA 17057 990 2021-01-01 521944683 AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS AMER 174 CRESTVIEW DRIVE BELLEFONTE PA 16823 DENISE OTT CAE ASSOCIATION DIR 8143579191 2022-09-13 false DENISE OTT LISA ACRI CPA P00598315 7179442000 2022-09-13 0 00 AAL2 IAL1 2021 2023-04-26 12:10:37Z ALISON SALISBURY CDMM 174 CRESTVIEW DRIVE BELLEFONTE PA 16823 272402 false X AADMM.COM X 1988 PA THE MISSION OF THE ORGANIZATION IS TO SUPPORT AND PROMOTE EXCELLENCE IN THE PROFESSION. 11 11 0 30 0 0 173725 174770 88389 93005 434 120 160 3356 262708 271251 0 0 0 0 0 227885 275922 227885 275922 34823 -4671 241283 252080 105585 121053 135698 131027 THE MISSION OF THE ORGANIZATION IS TO SUPPORT AND PROMOTE EXCELLENCE IN THE PROFESSION. false false 216416 ALL OTHER PROGRAM, MANAGEMENT, BOARD AND ADMIN EXPENSES 26554 APPROVED APPLICATIONS FOR 12 INDIVIDUALS SEEKING RECERTIFICATION AND TESTED 6 APPLICANTS DURING THE YEAR. SOLD STUDY GUIDES AND PROMOTED CERTIFICATION. 13680 NETWORKING: VIRTUAL ANNUAL CONFERENCE HAD 161 ATTENDEES. EXHIBITED AT 1 NATIONAL AND 1 REGIONAL RELATED CONFERENCES FOR MEMBERSHIP RECRUITMENT. 10434 FOUR NEWSLETTERS EMAILED TO 658 MEMBERS AND SELECT NON-MEMBERS. SENT SIX NEWS YOU CAN USE EMAIL BULLETINS. PROVIDE AND MONITOR LINKEDIN SOCIAL MEDIA SITE WITH 805 MEMBER AND NON-MEMBER PARTICIPANTS. MAINTAINED ORGANIZATION WEBSITE. 8838 EDUCATION: HELD 2 BUSINESS BASIC WORKSHOPS VIRTUALLY WITH 35 ATTENDEES. OFFERED SIX WEBINARS AS TRAINING OPPORTUNITIES TO MEMBERS AND NON-MEMBERS WITH 252 PARTICIPANTS. PRESENTED CDMM WEBINAR SERIES WITH 44 ATTENDEES. 19272 275922 false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 true 0 false false false false false false false false X 11 11 false true false false true true true true true false true true false true true true false true true false false X ATLAS MANAGEMENT RESOURCES 8143579191 174 CRESTVIEW DRIVE BELLEFONTE PA 16823 X SUSIE MARBURY DIRECTOR 1.00 0.00 X 0 0 0 AMY CARRICK DIRECTOR 1.00 0.00 X 0 0 0 SHARON ZISSMAN DIRECTOR 1.00 0.00 X 0 0 0 LINDA SMIT DIRECTOR 1.00 0.00 X 0 0 0 LEWIS KNOPF DIRECTOR 1.00 0.00 X 0 0 0 PAULA CANADAY-DAEKE DIRECTOR 1.00 0.00 X 0 0 0 BARBARA BOUSTEAD DIRECTOR 1.00 0.00 X 0 0 0 ROBYN YOUNG VICE PRESIDENT 1.00 0.00 X 0 0 0 ALISON SALISBURY PRESIDENT 1.00 0.00 X 0 0 0 CLARE DUBE TREASURER 1.00 0.00 X 0 0 0 LYNN PLAIT SECRETARY 1.00 0.00 X 0 0 0 ATLAS MANAGEMENT RESOURCES MANAGEMENT COMPANY 45.00 0.00 X 0 0 0 0 0 0 0 false false false ATLAS MANAGEMENT RESOURCES 41 RAYMOND CT ELIZABETHTOWN PA 17022 ASSOCATION MGMT 120000 1 174770 174770 CONFERENCE AND WEBINARS 900099 89335 89335 CERTIFICATION FEES 900099 3670 3670 93005 120 120 4295 1151 3144 3144 MISCELLANEOUS 900099 212 212 212 271251 3356 0 93125 120000 120000 3770 3770 1091 1091 24000 24000 550 550 11946 11946 769 769 2250 2250 67709 67709 3853 3853 POSTAGEPRINTINGCOPYING 2476 2476 BANKCREDIT CARD FEES 8950 8950 ACCREDITATION EXPENSE 25000 25000 CHAPTER EXPENSES 3558 3558 275922 275922 0 0 10392 230891 252015 65 241283 252080 4438 105585 116615 105585 121053 X 135698 120982 10045 135698 131027 241283 252080 -4671 0 X true X false false false false true false Management duties delegation Part VI line 3 MANAGEMENT DUTIES ARE DELEGATED TO ATLAS MANAGEMENT RESOURCES. ATLAS MANAGEMENT ATTENDS ALL BOARD MEETINGS AND WORKS WITH OFFICERS TO MANAGE GROUP. THEIR CONTRACT IS REVIEWED AND RENEWED BI-YEARLY BY THE BOARD OF DIRECTORS. Members or stockholder classes and rights Part VI line 6 MEMBERSHIP IS IN 4 CATEGORIES: INDIVIDUALS, FIRM, AFFILIATE AND RETIRED. INDIVIDUAL: Individual members include those who are engaged in the profession of daily money management services.A background check is required for Individual members.FIRM: DMM businesses with more than one employee or owner may purchase multiple memberships at a discounted rate. AFFILIATE: Members include those who provide services and products to daily money managers or their clients, and those in affiliated related professions.RETIRED: Members include those who are still active in AADMM and the profession but are no longer providing daily money management services to clients. Member election for additional members Part VI line 7a MEMBERS ELECT THE DIRECTORS OF THE BOARD. NOMINATING COMMITTEE DEVELOPS AN ELECTION SLATE. MEMBERS VOTE ON SLATE ON PRIVATE WEB-BASED VOTING SYSTEM. THIS IS DONE ANNUALLY BUT BOARD TERMS ARE FOR TWO YEARS. OFFICERS ARE ELECTED BY THE DIRECTORS FROM AN ELECTION SLATE PREPARED BY THE NOMINATING COMMITTEE. NOMINATING COMMITTEE HAS BOARD-APPROVED POLICIES AND PROCEDURES. Governing body decisions Part VI line 7b BY LAWS AND ELECTION OF THE BOARD MUST BE APPROVED BY MEMBERS. THE ELECTION IS DONE ONCE A YEAR BY E-MAIL VOTING. ALL OTHER DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. Form 990 governing body review Part VI line 11 ASSOCIATION DIRECTOR IS AUTHORIZED TO SIGN TAX FORM 990. A COPY IS PROVIDED TO THE TREASURER BEFORE THE SIGNATURE. THE TAX FORM IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. Conflict of interest policy compliance Part VI line 12c THE BOARD OF DIRECTORS HAS A BOARD-APPROVED CONFLICT OF INTEREST POLICY. YEARLY AT THE PREVIOUS-YEAR NOVEMBER MEETING OF THE BOARD THE POLICY IS REVIEWED AND ALL BOARD MEMBERS NOTE IF THEY HAVE ANY CONFLICTS OF INTEREST. CEO executive director top management comp Part VI line 15a ATLAS MANAGEMENT RESOURCES PERFORMS ALL MANAGEMENT AND ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. THE BOARD OF DIRECTORS SIGNS A BI-YEARLY CONTRACT WITH THE MANAGEMENT COMPANY. DUTIES AND THE COST OF THE CONTRACT ARE REVIEWED BI-YEARLY. THE MANAGEMENT COMPANY IS PAID ON A MONTHLY BASIS. Governing documents etc available to public Part VI line 19 ANY GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.