2024-09-10T15:12:21-05:00 2023-10-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2022-11-01 530235732 CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB 7037399500 1733 KING STREET ALEXANDRIA VA 22314 JASON TATE CHIEF FINANCIAL OFFICER 7037399500 2024-09-04 1 0 MEREDITH BELL P01696827 8042822121 2024-09-04 2022 2024-08-08 14:25:15Z JEFFREY D MORGAN 1733 KING STREET ALEXANDRIA VA 22314 12486703 0 X WWW.CMAA.ORG X 1927 MI THE CLUB MANAGEMENT ASSOCIATION OF AMERICA ADVANCES THE PROFESSION OF CLUB MANAGEMENT BY FULFILLING THE EDUCATIONAL AND RELATED NEEDS OF ITS MEMBERS. WE ACCOMPLISH THIS BY PROVIDING STATE OF THE ART EDUCATIONAL PROGRAMS, REPRESENTING THE MEMBERS TO ALLIED ASSOCIATIONS, CLUB MEMBERS AND A BROADER PUBLIC. 14 13 29 13 799074 227956 488603 94074 10923665 12208675 16323 125944 17553 58010 11446144 12486703 191525 180063 0 0 4071316 4221309 0 0 0 6623418 7550458 10886259 11951830 559885 534873 10014414 10399641 9530888 9428500 483526 971141 X THE PURPOSE OF THE CLUB MANAGEMENT ASSOCIATION OF AMERICA (CMAA) IS TO PROMOTE AND ADVANCE FRIENDLY RELATIONS BETWEEN AND AMONG PERSONS CONNECTED WITH THE MANAGEMENT OF CLUBS AND OTHER ASSOCIATIONS OF SIMILAR CHARACTER; TO ENCOURAGE THE EDUCATION AND ADVANCEMENT OF ITS MEMBERS; AND TO ASSIST CLUB OFFICERS AND MEMBERS THROUGH THEIR MANAGERS TO SECURE THE UTMOST IN EFFICIENT AND SUCCESSFUL OPERATION. 0 0 THE ASSOCIATION PROVIDED NUMEROUS EDUCATIONAL CONFERENCES, BOOKS, WEBINARS, AND SEMINARS TO ITS OVER 6,500 MEMBERS DURING THE YEAR. THROUGH MANAGEMENT'S EFFORTS, SUCCESSFUL CLUB MANAGEMENT TECHNIQUES AND OTHER INTERESTS WERE PROVIDED TO THE MEMBERSHIP. 0 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 52 0 1 29 1 1 1 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X JASON TATE CFO 7037399500 1733 KING STREET ALEXANDRIA VA 22314 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 35.00 5.00 X X 633027 0 73055 MICHAEL SEABROOK CCM CCE CHAIRMAN 2.00 2.00 X X 0 0 0 JOE MENDEZ CCM CCE VICE CHAIRMAN 2.00 0.00 X X 0 0 0 RICHARD L LAROCCA CCM CCE SECRETARY-TREASURER 2.00 0.00 X X 0 0 0 MITCHELL S PLATT MCM CCE IMMEDIATE PAST CHAIRMAN 2.00 2.00 X X 0 0 0 BRIAN R KROH CCM PAST CHAIRMAN THRU 02/28/23 2.00 0.00 X X 0 0 0 JANINE BUDZIUS CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JOSEPH KRENN CCM CCE DIRECTOR 2.00 2.00 X 0 0 0 CASEY NEWMAN CCM DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM SHONK CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 HAISSAM BAITYEH CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL WHEELER MCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JACK SLAUGHTER CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JEFF ISBEL CCM DIRECTOR 2.00 0.00 X 0 0 0 KIMBERLY CLARK WARREN DIRECTOR 2.00 0.00 X 0 0 0 JASON TATE CHIEF FINANCIAL OFFICER 32.50 5.00 X 216753 0 14532 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 37.50 0.00 X 232917 0 27771 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 37.50 0.00 X 223089 0 20895 CHRISTOHER VELO CHIEF INFORMATION OFFICER 37.50 0.00 X 178768 0 11374 MELISSA LOW SR. DIR, COMMUNICATION & ADVOCACY 37.50 0.00 X 167265 0 20383 DAVID MCCABE DIRECTOR, EDUCATION 37.50 0.00 X 132703 0 8220 1784522 0 176230 12 0 1 0 J AYERS & ASSOCIATES 14808 WOOD HOME ROAD CENTREVILLE VA 20120 EVENT MANAGEMENT 115105 1 94074 94074 MEMBER DUES 900099 4102104 4102104 CONFERENCES 900099 3339234 2345078 994156 PROFESSIONAL DEVELOPME 900099 2755549 2695549 60000 ANNUAL EXHIBITS 900099 947125 947125 SALES AND SERVICES 541900 451595 1595 450000 613068 123515 349074 140479 12208675 125944 125944 9012 0 9012 9012 9012 OTHER INCOME 900099 48998 48998 48998 12486703 10214966 799074 1378589 X 180063 967309 2652373 213747 152695 235185 45510 46000 1253517 187328 709645 11390 207505 530322 3750954 99588 169552 87906 TAXES & LICENSES 81700 OTHER EXPENSES 150513 AWARDS AND CONTRIBUTION 147983 INT'L WINE SOCIETY 32585 38460 11951830 174221 247619 5465337 5599126 1002840 841921 19825 0 754706 691129 4298423 3032625 1395634 1265798 945417 918964 524565 256434 310519 10014414 10399641 1515966 1578796 5302078 5260928 2171741 2091696 541103 497080 9530888 9428500 X 483526 971141 483526 971141 10014414 10399641 534873 -47258 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3951357 2783323 1168034 62327 49381 12946 284739 199921 84818 1265798 80702-AB GLOBAL BOND FUND CL ADVISOR (ANAYX) 524565 F 524565 DUE TO CLUB FOUNDATION 186561 DEFERRED COMPENSATION 310519 497080 1 THE CLUB FOUNDATION 1733 KING STREET ALEXANDRIA VA 22314 521642692 501(C)(3) 179101 0 PROGRAM SUPPORT 1 0 PART I, LINE 2: CFO AND DIRECTOR, THE CLUB FOUNDATION, TRACK THE USE OF GRANT FUNDS ON A MONTHLY BASIS TO ENSURE THE FUNDS ARE BEING USED IN THE INTENDED MANNER. X 1 1 X X X 0 1 0 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 490139 0 122500 0 20388 0 20150 0 27905 0 681082 0 0 0 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 211303 0 20000 0 1614 0 15000 0 12771 0 260688 0 0 0 JASON TATE CHIEF FINANCIAL OFFICER 194779 0 20000 0 1974 0 13860 0 14532 0 245145 0 0 0 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 206709 0 15000 0 1380 0 14570 0 6325 0 243984 0 0 0 CHRISTOHER VELO CHIEF INFORMATION OFFICER 162154 0 15000 0 1614 0 11374 0 0 0 190142 0 0 0 MELISSA LOW SR. DIR, COMMUNICATION & ADVOCACY 155885 0 10000 0 1380 0 11148 0 9235 0 187648 0 0 0 PART I, LINE 1A CMAA PROVIDED TRAVEL FOR SPOUSES/SIGNIFICANT OTHERS FOR THE JULY BOARD MEETING. THIS BENEFIT IS NOT TAXBLE TO THE BOARD MEMBERS. PART I, LINE 4B CEO JEFFREY D. MORGAN PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457(F). CMAA MADE A CONTRIBUTION OF $25,000 TO THE PLAN ON HIS BEHALF FOR THE FISCAL YEAR ENDED OCTOBER 31, 2023. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE NINE CATEGORIES OF MEMBERSHIP: PROFESSIONAL, MANAGING DIRECTOR, ASSOCIATE, RETIRED, HONORARY, STUDENT, ALUMNUS, FACULTY AND CONTINUATION. THERE ARE NO CLASSES OF MEMBERS, AND EACH MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A TEN PERCENT OF THE VOTING MEMBERSHIP SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY ANNUAL OR SPECIAL MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B ALL ELIGIBLE VOTING MEMBERS OF THE ASSOCIATION IN GOOD STANDING WHO ARE PRESENT AT THE ANNUAL MEETING MAY VOTE FOR DIRECTORS AND BYLAW AMENDMENTS BY BALLOT AT THE OFFICIAL POLLING PLACE WHERE THE ELECTION TAKES PLACE. FORM 990, PART VI, SECTION B, LINE 11B CMAA'S 990 IS REVIEWED BY THE CFO AND PRESENTED TO THE CEO FOR FINAL REVIEW AND APPROVAL. DISCUSSION TAKES PLACE OF ANY SIGNIFICANT ITEMS. THE 990 IS SENT TO ALL DIRECTORS AS PART OF THE PROCESS. THE BOARD IS MADE AWARE OF ANY SIGNIFICANT ISSUES SURROUNDING THE 990. FORM 990, PART VI, SECTION B, LINE 12C CMAA CONDUCTS BOTH A STAFF ORIENTATION AND A NEW MEMBER ORIENTATION EVERY YEAR. THE CONFLICT OF INTEREST POLICY IS ADDRESSED AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY A DOCUMENT IS PREPARED FOR THE EXECUTIVE COMMITTEE DETAILING THE CEO COMPENSATION. THIS INCLUDES HISTORICAL DATA, MARKET DATA, COMPARISON TO INDUSTRY SURVEYS (I.E. ASAE) AND COPIES OF THE PREVIOUS EXECUTIVE COMMITTEE EVALUATIONS IN WRITING. THE EXECUTIVE COMMITTEE COLLECTIVELY APPROVES THE CEO SALARY AND DOCUMENTS THEIR EVALUATION, AND THEN SHARES WITH THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 CMAA PUBLISHES THE ANNUAL AUDITED FINANCIAL REPORTS ON ITS WEBSITE FOR MEMBERS AND THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES 1,253,517. 1733 CMAA LLC 1733 KING STREET ALEXANDRIA VA 22314 261661215 REAL ESTATE MANAGEMENT VA 9012 2458588 CLUB MANAGEMENT ASSOCIATION OF AMERICA THE CLUB FOUNDATION 1733 KING STREET ALEXANDRIA VA 22314 521642692 TO FOSTER INTELLECTUAL EXCELLENCE IN THE FIELD OF CLUB MANAGEMENT DC 501(C)(3) LINE 7 N/A 0 CLUB SPA AND FITNESS ASSOCIATION 1733 KING STREET ALEXANDRIA VA 22314 208836686 TO SUPPORT PROFESSIONALS IN CLUB SPAS AND FITNESS CENTERS DC 501(C)(6) CLUB MANAGEMENT ASSOCIATION OF AMERICA 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 THE CLUB FOUNDATION B 179101 CASH THE CLUB FOUNDATION C 82576 CASH