2024-02-21T15:05:13-06:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 530025390 AAUW ACTION FUND INC AAUW 2027857700 1310 L STREET NW 1000 WASHINGTON DC 20005 GLORIA BLACKWELL CEO 2027857700 2024-02-21 1 GLORIA BLACKWELL 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GLORIA BLACKWELL 1310 L STREET NW 1000 WASHINGTON DC 20005 138293 0 X WWW.AAUWACTION.ORG X 1881 MA THE ACTION FUND ADVANCES EQUITY FOR WOMEN AND GIRLS THROUGH MEMBER ACTIVISM AND VOTER MOBILIZATION. 6 6 0 0 0 0 25 5000 87382 107995 182 25298 0 0 87589 138293 300000 300000 0 0 10679 21278 0 0 3442 27827 36529 338506 357807 -250917 -219514 862467 649021 0 6068 862467 642953 THE AAUW ACTION FUND ADVANCES EQUITY FOR WOMEN AND GIRLS THROUGH MEMBER ACTIVISM AND VOTER MOBILIZATION. 0 0 300000 300000 107995 OTHER PROGRAMS: OTHER PROGRAMS INCLUDE ADVOCACY AND LOBBYING ACTIVITIES THAT CONNECT AND RALLY MEMBERS, SUPPORTERS AND ADVOCATES TO ADVANCE THE ACTION FUND MISSION. 52980 ADVOCACY: THE PUBLIC POLICY AND GOVERNMENT RELATIONS FUNCTION INCLUDES INFLUENCING LEGISLATION AND REGULATIONS, TRAINING AND TECHNICAL ASSISTANCE, ISSUE ANALYSIS AND VOTER EDUCATION BASED ON THE MEMBER ADOPTED PUBLIC POLICY PRIORITIES OF THE ACTION FUND. 352980 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X THOMAS CHAPPELL 2027857700 1310 L STREET NW 1000 WASHINGTON DC 20005 JULIA BROWN CHAIR 1.00 20.00 X X 0 0 0 MALINDA GUAL VICE CHAIR 1.00 10.00 X X 0 0 0 CHERYL SOROKIN SECRETARY 1.00 10.00 X X 0 0 0 PEGGY CABANISS FINANCE VICE CHAIR 1.00 10.00 X X 0 0 0 JOSEPH BERTOLINO DIRECTOR 1.00 5.00 X 0 0 0 JEANIE LATZ DIRECTOR 1.00 5.00 X 0 0 0 GLORIA BLACKWELL CEO 0.00 37.98 X 0 360377 37093 SHANNON WOLFE MANAGING DIR. & CHIEF OF STAFF 0.05 43.88 X 0 225975 33956 THOMAS CHAPPELL VP OF FINANCE 0.00 45.81 X 0 172626 28128 0 758978 99177 0 0 1 0 0 5000 5000 MEMBERSHIP DUES 900099 107995 107995 107995 25298 25298 138293 107995 0 25298 300000 300000 17148 17148 1408 1408 1377 1377 1345 1345 3 3 95 95 658 658 7369 4864 2505 6079 6079 3640 3640 1645 1645 44 44 OH ALLOCATION 16996 14769 1290 937 357807 352980 1385 3442 50153 24920 786632 534438 2397 25682 87266 862467 649021 6068 0 6068 X 862467 642953 862467 642953 862467 649021 -219514 0 X 0 1 X 1 0 1 0 0 0 DUE FROM RELATED PARTIES 87266 87266 X 138198 0 138198 95 95 138293 357712 0 357712 95 95 357807 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC 1310 L STREET NW 1000 WASHINGTON DC 20036 526037388 501(C)(3) 300000 0 SEE PART IV 1 0 PART I, LINE 2: THE BOARD OF DIRECTORS AND THE CEO OVERSEE THE USE OF FUNDS FOR PROGRAMMATIC PURPOSES. AN ACCOUNTING OF THE FUNDS IS REPORTED TO THE BOARD OF DIRECTORS ANNUALLY. SCHEDULE I, PART II, COLUMN (H): THE AAUW ACTION FUND MADE A CONTRIBUTION TO AAUW, INC. TO SUPPORT PUBLIC POLICY INITIATIVES THAT INVOLVE MEMBER AND SUPPORTER ISSUES AND EDUCATION THAT IS APPROPRIATELY UNDERTAKEN WITH THE CHARITABLE 501(C)(3) STRUCTURE OF AAUW, INC. AND THAT ADVANCES AAUW'S MISSION OF EQUITY AND EDUCATION FOR WOMEN AND GIRLS. 0 0 0 0 0 0 0 0 0 GLORIA BLACKWELL CEO 0 344377 0 16000 0 0 0 26199 0 10894 0 397470 0 0 SHANNON WOLFE MANAGING DIR. & CHIEF OF STAFF 0 225975 0 0 0 0 0 23005 0 10951 0 259931 0 0 THOMAS CHAPPELL VP OF FINANCE 0 172626 0 0 0 0 0 17058 0 11070 0 200754 0 0 PART I, LINE 3 OFFICER COMPENSATION IS DETERMINED BY AAUW, INC., A RELATED ORGANIZATION. AAUW USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO: - INDEPENDENT COMPENSATION CONSULTANT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT, THE FINANCE VICE CHAIR, AND THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DIRECTORS AND OFFICERS TO SIGN AN ANNUAL AFFIRMATION OF COMPLIANCE TO DISCLOSE ANY POTENTIAL SITUATION THAT MAY RAISE A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO ONE OR MORE DIRECTORS. SUCH DISCLOSURE MUST BE PROVIDED AS SOON AS REASONABLY POSSIBLE PRIOR TO FURTHER CONSIDERATION OR CONTEMPLATION OF ENTERING INTO ANY ACTIVITY, TRANSACTION OR ARRANGEMENT THAT REPRESENTS A POSSIBLE CONFLICT OF INTEREST. ADVANCE DISCLOSURE MUST OCCUR SO THAT THE BOARD MAY DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF APPROPRIATE, DETERMINE A PLAN OF ACTION TO MANAGE THE CONFLICT. IF AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF A FINANCIAL INTEREST DURING A MEETING, HE/SHE LEAVES THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON. THE REMAINING BOARD MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF A FINANCIAL INTEREST TO ONE OR MORE DIRECTORS OUTSIDE OF A BOARD MEETING, HE/SHE PROVIDES ADDITIONAL INFORMATION AS REQUESTED TO THE DIRECTORS. THE BOARD DISCUSSES AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS AT THE NEXT BOARD MEETING. THE FACT THAT A POTENTIAL CONFLICT WAS IDENTIFIED, MANAGED, AVOIDED, AND/OR RESOLVED WILL BE DOCUMENTED IN THE MINUTES OF ANY MEETING OR COMMUNICATION REGARDING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A AAUW ACTION FUND RELIES ON THE AMERICAN ASSOCIATION OF UNIVERSITY WOMEN, INC. (AAUW), A RELATED TAX-EXEMPT ORGANIZATION, TO SET COMPENSATION. AAUW'S PROCESS IS AS FOLLOWS: THE CHIEF EXECUTIVE OFFICER (CEO) HAS AN EMPLOYMENT AGREEMENT WITH AAUW. THE BOARD OF DIRECTORS CONDUCTS A YEARLY PERFORMANCE REVIEW OF THE CEO UPON WHICH COMPENSATION IS BASED. THIS MOST RECENTLY TOOK PLACE IN SEPTEMBER 2023. THE BOARD OF DIRECTORS RELIES ON AN INDEPENDENT COMPENSATION CONSULTANT TO OBTAIN APPROPRIATE COMPENSATION INFORMATION FOR THE CEO. YEARLY STAFF COMPENSATION IS RECOMMENDED BY SENIOR MANAGEMENT TO THE CEO. THE OVERALL COMPENSATION IS THEN PRESENTED TO THE BOARD OF DIRECTORS THROUGH THE BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS ARE AVAILABLE IN THE WWW.AAUWACTION.ORG WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE AAUW.ORG WEBSITE. AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC 1310 L STREET NW STE 1000 WASHINGTON DC 20005 526037388 SEE PART VII DC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC B 300000 FMV SCHEDULE R, PART II, COLUMN (B): AAUW ADVANCES GENDER EQUITY FOR WOMEN AND GIRLS THROUGH RESEARCH, EDUCATION, AND ADVOCACY.