2025-09-15T11:11:13-05:00 2024-10-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-11-01 521191891 SENIOR EXECUTIVES ASSOCIATION SENI 2029713300 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 MARCUS HILL PRESIDENT, SEA 2029713300 2025-09-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-15 2023 2025-03-06 01:10:19Z MARCUS HILL 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 668410 0 X WWW.SENIOREXECS.ORG X 1980 DC PROFESSIONAL ASSOCIATION. 15 15 0 0 31780 22197 215470 76052 205643 481215 0 0 52488 68664 473601 625931 0 0 0 0 0 0 0 0 0 481331 535882 481331 535882 -7730 90049 108121 240907 371136 413872 -263015 -172965 X IMPROVE THE PROFESSIONALISM OF CAREER EXECUTIVES, ADVOCATE INTERESTS OF MEMBERS, AND DISSEMINATE INFORMATION TO IMPROVE THE SENIOR EXECUTIVES ASSOCIATION. 0 0 REPRESENTATION - SERVING AS A PROFESSIONAL ASSOCIATION REPRESENTING THE INTERESTS OF MEMBERS. MEMBERSHIP - IN EXCHANGE FOR ANNUAL DUES, THE ASSOCIATION PROVIDES ITS ACTIVE AND RETIRED GOVERNMENT EXECUTIVE MEMBERS WITH NUMEROUS BENEFITS AND ACCESS TO MULTIPLE PROFESSIONAL SERVICES, INCLUDING INFORMATION AND PROFESSIONAL DEVELOPMENT. CORPORATE ADVISORY BOARD - THE ASSOCIATION HAS IN PLACE A CORPORATE ADVISORY BOARD AND WORKS WITH ITS MEMBERS ON FEDERAL MANAGEMENT ISSUES OF MUTUAL INTEREST, FOR EXAMPLE, BY PRESENTING WEBINARS AND AN ANNUAL LEADERSHIP SUMMIT. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 0 0 1 0 0 DC X X THE ORGANIZATION 2029713300 1050 CONNECTICUT AVE NW SUITE 500 WASHINGTON DC 20036 X MARCUS HILL PRESIDENT 2.00 X X 0 0 0 MAXANNE WITKIN CHAIR 2.00 X X 0 0 0 JAVIER INCLAN VICE CHAIR 2.00 X X 0 0 0 MELODY BELL SECRETARY 2.00 X X 0 0 0 MARY ELLEN CONDON TREASURER 2.00 X X 0 0 0 JAMES DURANT IMMEDIATE PAST-CHAIR 2.00 X X 0 0 0 DR GLENDA ARRINGTON MEMBER AT-LARGE 2.00 X 0 0 0 SCOTT CAMERON MEMBER AT-LARGE 2.00 X 0 0 0 DANIEL CHENOK MEMBER AT-LARGE 2.00 X 0 0 0 TRACI DIMARTINI MEMBER AT-LARGE 2.00 X 0 0 0 NEIL DOHERTY MEMBER AT-LARGE 2.00 X 0 0 0 WONZIE GARDNER MEMBER AT-LARGE 2.00 X 0 0 0 RICK KHAN MEMBER AT-LARGE (P) 2.00 X 0 0 0 KERRY NEAL MEMBER AT-LARGE 2.00 X 0 0 0 DANA PETERSON MEMBER AT-LARGE 2.00 X 0 0 0 JESSICA SOUTHWELL MEMBER AT-LARGE 2.00 X 0 0 0 GARY WANG MEMBER AT-LARGE 2.00 X 0 0 0 KEVIN WERNER MEMBER AT-LARGE (P) 2.00 X 0 0 0 CHARLIE WILLIAMS MEMBER AT-LARGE (P) 2.00 X 0 0 0 0 0 0 0 0 0 0 AMC SOURCE 1050 CONN AVE NW SUITE 500 WASHINGTON DC 20036 MANAGEMENT FIRM 171471 1 76052 76052 SUMMIT REGISTRATION 611430 176132 176132 SUMMIT SPONSORSHIP 611430 170000 170000 MEMBERSHIP DUES 611430 135083 135083 481215 79363 42479 36884 36884 ADVERTISING 541800 31780 31780 31780 625931 518099 31780 0 222721 15500 85805 4919 4616 9032 5275 157779 7833 TAXES, BANK AND MERCHAN 17754 WEBINARS 4500 PROGRAMMING AWARDS 148 535882 76993 201302 11385 20000 8470 5514 11273 14091 108121 240907 12398 19233 358738 394639 371136 413872 X -263015 -172965 -263015 -172965 108121 240907 90049 1 0 X X 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND TO RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE ASSOCIATION. MARCUS HILL OFFICER/OWNER OF HILL MANAGEMENT CONSULTANT 51250 MANAGEMENT FEES 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION FORM 990, LINE 1 (TAX EXEMPT STATUS)-IAW IRS GUIDANCE, IRM 21.3.8.12.5.5 (10-01-2018), SEA IN CONSULTATION WITH LEGAL COUNSEL ARE NOTIFYING IRS OF A CHANGE IN SUBSECTION OF OUR EXEMPT STATUS. WITH NO APPLICATION REQUIRED FOR THIS CHANGE, WE ARE NOTIFYING IRS VIA FORM 990, PURSUANT TO THE IRM SECTION CITED HERE. THERE HAVE BEEN NO CHANGES TO SEA'S GOVERNANCE DOCUMENTS. PURSUANT TO OUR ANALYSIS, AT THE TIME OF THE EXEMPTION APPLICATION AND THEREAFTER, SEA WAS ELIGIBLE UNDER BOTH 501C(5) OR 501C(6). IT WAS GRANTED TAX EXEMPT STATUS UNDER 501C(5). HOWEVER, DUE TO THE CONFUSION ABOUT WHETHER SEA IS A LABOR UNION (IT IS NOT), NOW SEA IS ELECTING TO BE EXEMPT UNDER 501C(6). A DETAILED JUSTIFICATION SUPPORT PACKAGE FOR THE STATUS CHANGE IS AVAILABLE UPON REQUEST. CONTACT ROBERT CORSI, BCORSI@SENIOREXECS.ORG WITH QUESTIONS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD USES AN EXTERNAL EXECUTIVE DIRECTOR AS PART OF A MULTI-YEAR ASSOCIATION MANAGEMENT CONTRACT TO OVERSEE THE DAY-TO-DAY MANAGEMENT OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 SEA MEMBERS ELECT THE GOVERNING BODY AND APPROVE, PER BYLAWS, MAJOR CHANGES (E.G., CHANGES IN THE MEMBERSHIP OF THE BOARD, CHANGES TO THE BYLAWS, ETC.). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP VOTES ANNUALLY TO ELECT FIVE BOARD MEMBERS FOR THREE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7B MAJOR GOVERNANCE DECISIONS, SUCH AS AMENDING THE ASSOCIATION'S BYLAWS, ARE SUBJECT TO A VOTE BY THE MEMBERSHIP AND/OR BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY SEA. SEA'S CHAIR, FINANCIAL COMMITTEE, AND A FINANCIAL CONSULTANT REVIEWED THE DRAFT CONTENTS OF THE FORM 990. IN A MEETING BETWEEN THE CHAIR, FINANCE COMMITEE AND FINANCIAL CONSULTANT, THE CHAIR ASKED CLARIFYING QUESTIONS ABOUT THE DOCUMENTS, THE UNDERLYING DATA, AND OTHER SUPPORTING INFORMATION, AND WORKED WITH THEIR FINANCIAL CONSULTANT AND CPA FIRM TO ADDRESS INCONSISTENCIES OR AREAS WITH QUESTIONS, TO THE EXTENT THAT THESE EXISTED, AND THEREAFTER AUTHORIZED THE FINANCIAL CONSULTANT AND THE CPA FIRM PREPARING THE FORM 990 TO MAKE NECESSARY ADJUSTMENTS TO THE RETURN, AND TO FINALIZE AND SUBMIT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REQUIRING ALL BOARD OFFICERS AND KEY EMPLOYEES TO DISCLOSE THEIR CONFLICTS OF INTEREST ANNUALLY, THE ASSOCIATION ALSO HAS PROCESSES IN PLACE TO ENSURE THEY ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. AT ANY TIME PRIOR TO THE ASSOCIATION ENGAGING IN BUSINESS WITH A POTENTIAL PARTNER, INFORMATION ABOUT THE PARTNER, THE ISSUES ON WHICH THE ASSOCIATION MAY BE WORKING WITH THE POTENTIAL PARTNER, AND THE PROPOSED TERMS OF A PARTNERSHIP OR CONTRACT WITH THE POTENTIAL PARTNER ARE SHARED WITH THE BOARD OFFICERS, AND KEY STAFF. THOSE PARTIES ARE PRESENTED WITH AN OPPORTUNITY TO SPECIFY WHETHER THEY HAVE ANY ACTUAL OR POTENTIAL CONFLICTS WITH THE POTENTIAL PARTNER. SHOULD THERE BE A CONFLICT, THE OFFICER OR KEY STAFF ARE REQUIRED TO RECUSE THEMSELVES. ONLY AFTER SUCH REVIEW OCCURS WILL THE ASSOCIATION PROCEED TO ENGAGE THE POTENTIAL PARTNER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD. TERMS OF COMPENSATION ARE INCLUDED IN THE ASSOCIATION MANAGEMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENT REVIEW AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. PROFESSIONAL DEVELOPMENT LEAGUE 1101 CONNECTICUT AVE NW SUITE 1000 WASHINGTON DC 20036 581683046 EDUCATION OF CAREER FEDERAL EXECUTIVES MD 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0