2025-08-14T15:34:57-05:00 2024-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-10-01 440367954 INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS INTE 8168916600 9233 WARD PARKWAY 201 KANSAS CITY MO 64114 MELISSA MAHONEY CEO 8168916600 2025-08-14 1 1 LISA BURKE P00220718 8169455500 2025-08-14 2023 2025-03-06 01:10:19Z X MELISSA MAHONEY 9233 WARD PARKWAY 201 KANSAS CITY MO 64114 4287210 0 9360 X WWW.IAAP-HQ.ORG X 1942 MO PROVIDE EDUCATION, CERTIFICATION AND LEADERSHIP DEVELOPMENT TO ADMINISTRATIVE PROFESSIONALS 9 9 16 125 0 0 370086 607630 3152769 3463092 0 23480 155308 158114 3678163 4252316 0 0 0 0 940042 1197303 0 0 0 2526456 2576411 3466498 3773714 211665 478602 617890 1675124 939076 1517708 -321186 157416 X TO EQUIP ADMINISTRATIVE PROFESSIONALS WITH THE AWARENESS, KNOWLEDGE, AND COMMUNITY NEEDED TO THRIVE IN THE EMERGING TECHNOLOGY AGE, LEAD ORGANIZATIONAL CHANGE, AND SHAPE THE FUTURE OF WORK. 0 0 SUMMIT: THE ANNUAL SUMMIT IS IAAP'S LARGEST EDUCATION CONFERENCE AND SIGNATURE EVENT WHEREBY ADMINISTRATIVE PROFESSIONALS CONNECT WITH INDUSTRY LEADERS TO LEARN VALUABLE ADMINISTRATIVE SKILLS. THE EVENT IS OPEN TO BOTH MEMBERS AND NON-MEMBERS AND OFFERS CONTINUING EDUCATION SESSIONS, DYNAMIC SPEAKERS, EDUCATIONAL RESOURCES, LEADERSHIP AND NETWORKING OPPORTUNITIES. THE CONFERENCE OFFERED 24 EDUCATIONAL SESSIONS AND SAW 1,167 ATTENDEES DURING THE FISCAL YEAR. PROFESSIONAL DEVELOPMENT: IAAP OFFERS A VARIETY OF EDUCATIONAL AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. CAPSTONE, HELD EACH SPRING AND FALL, OFFERS A DEEP DIVE INTO SEVEN DIFFERENT TOPIC AREAS ESSENTIAL TO VARIOUS ADMINISTRATIVE FUNCTIONS. EACH CERTIFICATE COURSE PROVIDES RELEVANT SKILL-BUILDING AND PRACTICAL APPLICATION OPPORTUNITIES. IAAP'S ADVANCED LEADERSHIP DEVELOPMENT AT ASPIRE PROGRAM TAKES PLACE IN THE FALL AND OFFERS A COMPREHENSIVE APPROACH TO LEADERSHIP TRAINING DESIGNED TO GUIDE THE ADMINISTRATIVE PROFESSIONAL THROUGH A PERSONAL LEADERSHIP JOURNEY. LOCAL MONTHLY WEBINARS AND TRAINING COURSES ARE HELD AT REGION AND BRANCH EVENTS. EVENTS WERE HELD BOTH IN-PERSON AND VIRTUALLY DURING THE FISCAL YEAR. CAPSTONE SAW 334 ATTENDEES, ASPIRE HAD 81 ATTENDEES, REGION AND BRANCH EVENTS TOTALED 350 ATTENDEES. MEMBERSHIP SERVICES: IAAP PROVIDES MEMBERSHIP SERVICES TO THE REGION AND BRANCH COMMUNITIES INCLUDING MEMBERSHIP DUES PROCESSING, VOLUNTEER MANAGEMENT, AND COORDINATION OF ACTIVITIES. CAP EXAMINATION AND CERTIFICATION: THE CERTIFIED ADMINISTRATIVE PROFESSIONAL (CAP) IS A CREDENTIAL DESIGNED SPECIFICALLY FOR THE ADMINISTRATIVE PROFESSIONAL. THE CAP EXAM IS DESIGNED FROM A "BLUEPRINT" CALLED THE BODY OF KNOWLEDGE. THE TEST COVERS SIX TOPIC AREAS, OR DOMAINS, AND BREAKS THE INFORMATION DOWN INTO DETAILED, MEASURABLE PERFORMANCE OUTCOMES. EACH DOMAIN REPRESENTS A SPECIFIC PERCENTAGE OF THE EXAM AND IS BASED ON A JOB TASK ANALYSIS. DOMAINS INCLUDE: (1) ORGANIZATIONAL CULTURE AND LEADERSHIP; (2) BUSINESS COMMUNICATION AND DELIVERABLES; (3) SOFTWARE, DATA, AND THE INTERNET; (4) OFFICE AND RECORDS MANAGEMENT; (5) MEETING, EVENT, AND PROJECT MANAGEMENT; AND (6) OPERATIONAL FUNCTIONS. EXAMS ARE HELD IN THE SPRING AND FALL. THERE WERE 546 ANNUAL TEST REGISTRATIONS DURING THE FISCAL YEAR. CAP CERTIFICATION REQUIRES ONGOING EDUCATION AND/OR RETESTING. 822 CAP PROFESSIONALS WERE RECERTIFIED DURING THE FISCAL YEAR. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 31 0 1 16 1 0 0 0 0 1 1 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X MELISSA MAHONEY CEO 8168916600 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 DIERDRE CROWL CHAIR 15.00 0.00 X X 0 0 0 KENDRA ADAMS CHAIR ELECT 15.00 0.00 X X 0 0 0 KHARMA PAIGE DIVERSITY OFFICER 15.00 0.00 X X 0 0 0 HEIDI CALL DIRECTOR (TERM START 7/31/24)) 15.00 0.00 X 0 0 0 KENYA JOHNSON DIRECTOR (TERM START 7/31/24)) 15.00 0.00 X 0 0 0 CARLEEN MUNCY DIRECTOR 15.00 0.00 X 0 0 0 MARIA PHILLIPS DIRECTOR 15.00 0.00 X 0 0 0 SHANTERRIA SEWARD DIRECTOR 15.00 0.00 X 0 0 0 NADINE WASLOSKY DIRECTOR 15.00 0.00 X 0 0 0 KATIE MERCIER CHAIR (TERM END 7/31/24) 15.00 0.00 X X 0 0 0 MELISSA MAHONEY CHIEF EXECUTIVE OFFICER 50.00 0.00 X 229262 0 48895 RACHEL SUMAN CHIEF EXPERIENCE OFFICER 50.00 0.00 X 148384 0 3525 TONY NICHOLS CHIEF OPERATING OFFICER 50.00 0.00 X 105560 0 21307 VERONICA COCHRAN CONSULTANT & FORMER CEO 50.00 0.00 X 191996 0 0 675202 0 73727 4 1 1 0 0 607500 130 607630 SUMMIT CONFERENCE 611430 1862981 1862981 MEMBERSHIP DUES 813910 787199 787199 CAP EXAM & CERTIFICATI 611430 357090 357090 CAPSTONE 611430 240923 240923 ASPIRE CONFERENCE 611430 165068 165068 49831 49831 3463092 23480 23480 12068 12068 136264 34894 101370 101370 MANAGEMENT FEES 561000 44500 44500 176 176 44676 4252316 3609138 0 35548 X 290270 738088 13799 79171 75975 7429 28585 492598 164535 170419 156945 45463 205475 1245373 667 7989 34452 16481 3773714 467092 113913 771036 907 95 88819 78934 50269 50269 0 0 61072 711146 617890 1675124 174588 185051 741066 761196 23422 571461 939076 1517708 X -361038 57875 39852 99541 -321186 157416 617890 1675124 478602 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 50269 50269 0 0 DUE FROM IAAP FOUNDATION 145839 RIGHT OF USE ASSETS 565307 711146 LEASE LIABILITIES 571461 571461 X 4252316 0 4252316 0 4252316 3773714 0 3773714 0 3773714 PART X, LINE 2: THE ASSOCIATION'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, BELIEVES IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY THE ASSOCIATION. NO ACCRUAL HAS BEEN RECORDED AT SEPTEMBER 30, 2024 AND 2023, AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. X X X X X 0 0 0 MELISSA MAHONEY CHIEF EXECUTIVE OFFICER 214282 0 14980 0 0 0 4276 0 44619 0 278157 0 0 0 VERONICA COCHRAN CONSULTANT & FORMER CEO 191996 0 0 0 0 0 0 0 0 0 191996 0 0 0 RACHEL SUMAN CHIEF EXPERIENCE OFFICER 138178 0 10206 0 0 0 2672 0 853 0 151909 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 IAAP IS A MEMBERSHIP ORGANIZATION. THE ORGANIZATION HAS PROFESSIONAL, STUDENT, AND LEGACY CLASSIFICATIONS OF MEMBERS. ALL MEMBERS HAVE RIGHTS AND PRIVILEGES OF FULL PARTICIPATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE DIRECTORS AND OFFICERS OF THE ORGANIZATION AT THE ANNUAL MEETING FROM A SLATE PROPOSED BY THE GOVERNANCE AND LEADERSHIP COMMITTEE, EXCEPT THAT THE PRESIDENT & CHAIR IS ELECTED BY AUTOMATIC SUCCESSION OF THE CHAIR-ELECT TO THE POSITION OF PRESIDENT & CHAIR UPON THE EXPIRATION OF HIS/HER TERM. OFFICERS INCLUDE A PRESIDENT & CHAIR, CHAIR-ELECT, DIVERSITY OFFICER, AND CEO. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES A COPY OF FORM 990 PRIOR TO FILING WITH THE IRS. BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW THE FORM AND SUBMIT QUESTIONS TO THE AUDIT COMMITTEE WHICH DISCUSSES OPENLY WITH THE TAX RETURN PREPARER ANY QUESTIONS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON MUST DISCLOSE TO THE IAAP PRESIDENT & CHAIR OR CEO A POTENTIAL CONFLICT AND ALL MATERIAL FACTS AS SOON AS HE OR SHE HAS KNOWLEDGE THEREOF AND WHENEVER REQUESTED BY THE PRESIDENT & CHAIR OR CEO. IN ADDITION, EACH COVERED PERSON MUST ANNUALLY COMPLETE, SIGN AND PROMPTLY RETURN A CONFLICTS OF INTEREST DISCLOSURE STATEMENT, UTILIZING THE FORM APPROVED BY THE BOARD OR DESIGNATED COMMITTEE. THE IAAP CEO MONITORS PROPOSED OR ONGOING IAAP TRANSACTIONS FOR POTENTIAL CONFLICTS AND DISCLOSES THEM TO THE IAAP PRESIDENT & CHAIR FOR BOARD REVIEW. THE BOARD THEN MAKES A DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A POTENTIAL CONFLICT RISES TO THE LEVEL OF A CONFLICT OF INTEREST, THE BOARD TAKES THE NECESSARY STEPS TO RESOLVE OR MANAGE THE CONFLICT OF INTEREST IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION ENGAGED A CONSULTING FIRM TO PERFORM A MARKET STUDY FOR THE CEO POSITION. SALARY DATA FROM SEVERAL SOURCES IS USED TO VALIDATE CEO COMPENSATION AND POSITION EXPECTATIONS. THE BOARD OF DIRECTORS PROVIDES THE CEO WITH AN ANNUAL EVALUATION OF PERFORMANCE. THE INDEPENDENT CONSULTING FIRM COORDINATES AND FACILITATES THE CEO EVALUATION PROCESS AND DELIVERY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN EMAIL TO GENINFO@IAAP-HQ.ORG THROUGH THE ONLINE MEMBER COMMUNITY FOR ANY MEMBER OF THE INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS TO VIEW AND/OR DOWNLOAD. FORM 990, PART IX, LINE 11G CERTIFICATION ADMINISTRATION 74,167. OFFICEPRO CONTRACT SERVICES 119,959. CONSULTANTS 283,497. OTHER PROFESSIONAL FEES 14,975. FORM 990, PART XII, LINE 2C: THE JOINT FINANCE COMMITTEE CONSISTS OF THE CHAIRS OF IAAP AND THE IAAP FOUNDATION AND OTHER APPOINTEES FROM THE IAAP AND FOUNDATION BOARDS. THE COMMITTEE HAS THE SOLE AUTHORITY TO APPOINT OR REPLACE THE INDEPENDENT AUDITOR (SUBJECT TO BOARD APPROVAL) AND IS RESPONSIBLE FOR THE COMPENSATION AND OVERSIGHT OF THE WORK OF THE INDEPENDENT AUDITOR (INCLUDING RESOLUTION OF DISAGREEMENTS BETWEEN MANAGEMENT AND THE INDEPENDENT AUDITOR REGARDING FINANCIAL REPORTING) FOR THE PURPOSE OF PREPARING OR ISSUING AN AUDIT REPORT AND RELATED WORK OR PERFORMING OTHER AUDIT, REVIEW, OR ATTEST SERVICES. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IAAP FOUNDATION 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 311745518 SUPPORT FOR OFFICE AND ADMINISTRATIVE PROFESSIONALS MO 501(C)(3) LINE 12A, I INTL ASSOC OF ADMINISTRATIVE PROFESSIONALS 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 IAAP FOUNDATION C 607500 CASH CONTRIBUTION IAAP FOUNDATION Q 145839 COST REIMBURSEMENT RECEIVABLE