2026-07-07T09:20:19-05:00 2025-10-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-11-01 530235732 CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB 7037399500 1733 KING STREET ALEXANDRIA VA 22314 JASON TATE CHIEF FINANCIAL OFFICER 7037399500 2026-07-06 1 0 MEREDITH BELL P01696827 8042822121 2026-07-06 2024 2025-03-06 01:10:19Z JEFFREY D MORGAN 1733 KING STREET ALEXANDRIA VA 22314 14183804 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. 13 13 29 13 788845 208155 76415 111380 13823671 13877656 195489 179625 43842 15143 14139417 14183804 208792 192170 0 0 4521098 4726049 0 0 0 8910024 8804417 13639914 13722636 499503 461168 11786183 14161843 10146872 11714179 1639311 2447664 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 8,400 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 41 0 1 29 1 1 1 0 0 0 0 0 0 0 X 13 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 RICHARD L LAROCCA CCM CCE CHAIR 2.00 2.00 X X 0 0 0 JANINE BUDZIUS CCM CCE VICE CHAIR 2.00 2.00 X X 0 0 0 JOSEPH KRENN CCM CCE SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 JOE MENDEZ CCM CCE IMMEDIATE PAST CHAIR 2.00 2.00 X X 0 0 0 MICHAEL SEABROOK CCM CCE PAST CHAIR THRU 2/9/25 2.00 2.00 X X 0 0 0 ROB OOSTERHUIS CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 CASEY NEWMAN CCM DIRECTOR 2.00 0.00 X 0 0 0 J JOSH PARIS CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 HAISSAM BAITYEH CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JUDY HIGGINS CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JAMES REISIG 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 CCM DIRECTOR 2.00 0.00 X 0 0 0 CHARLES JOHNSON CCM DIRECTOR 2.00 0.00 X 0 0 0 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 32.50 5.00 X 631161 0 101400 JASON TATE CHIEF FINANCIAL OFFICER 32.50 5.00 X 245545 0 28475 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 37.50 0.00 X 250175 0 22736 CHRISTOHER VELO CHIEF INFORMATION OFFICER 37.50 0.00 X 208575 0 13088 MELISSA LOW VP, COMMUNICATION & ADVOCACY 37.50 0.00 X 182763 0 21678 KIMBERLY CAMPUZANO VP, BUSINESS DEVELOPMENT 37.50 0.00 X 143269 0 9157 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 37.50 0.00 X 264983 0 26919 1926471 0 223453 14 0 1 0 J AYERS & ASSOCIATES 14808 WOOD HOME ROAD CENTREVILLE VA 20120 EVENT MANAGEMENT SERVICES 133570 PROFITABLE ASSOCIATION INC 4445 WILLARD AVE SUITE 600 CHEVY CHASE MD 20815 COMMISSION FOR MAGAZINE ADS 128627 DELCOR 8380 COLESVILLE ROAD SUITE 550 SILVER SPRING MD 20910 HARDWARE & SOFTWARE STAFF SUPPORT 124107 3 111380 111380 MEMBER DUES 900099 4618346 4618346 CONFERENCES 900099 3947693 2796095 1151598 PROFESSIONAL DEVELOPME 900099 2990011 2930011 60000 ANNUAL EXHIBITS 900099 1293160 1293160 MAGAZINE SUBSCRIPTION 900099 591434 151000 353794 86640 437012 1961 435051 13877656 179625 179625 9000 0 9000 9000 9000 OTHER INCOME 900099 6143 6143 6143 14183804 11790573 788845 1493006 X 192170 1039107 3000184 217837 203893 265028 62911 56363 10799 1412934 248765 1033469 12060 263600 674598 4404089 91791 75787 92004 AWARDS AND CONTRIBUTION 184954 TAXES & LICENSES 80859 INT'L WINE SOCIETY 46209 DUES AND SUBSCRIPTIONS 12955 40270 13722636 237226 186281 4405328 4394281 1022024 916593 733012 745345 4187082 2896696 1231577 1290386 1564487 1623762 2177621 4484788 414908 520407 11786183 14161843 1704527 1594986 5861147 7681964 2008111 1920269 573087 516960 10146872 11714179 X 1639311 2447664 1639311 2447664 11786183 14161843 461168 347185 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4043716 2790342 1253374 11507 8055 3452 131859 98299 33560 1290386 254873.96-AB GLOBAL BOND FUND CL ADVISOR (ANAYX) 1786666 F 156571.77-BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 1789615 F 6099-ISHARES CORE S&P TOTAL U.S. (ITOT) 908507 F 4484788 DEFERRED COMPENSATION 516960 516960 1 THE CLUB FOUNDATION 1733 KING STREET ALEXANDRIA VA 22314 521642692 501(C)(3) 182170 0 PROGRAM SUPPORT GOLDEN STATE CHAPTER CMAA 1048 IRVINE AVE NEWPORT BEACH CA 92660 330262205 501(C)(6) 10000 0 HURRICANE RELIEF 1 1 PART I, LINE 2: CMAA TRACKS THE USE OF GRANT FUNDS ON A MONTHLY BASIS TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. THE ORGANIZATION HAS A MEMBER COMMITTEE THAT REVIEWS ALL SCHOLARSHIP AND GRANT APPLICATIONS AND AWARDS MONIES BASED ON MERIT. ONCE AWARDED, THE ORGANIZATION MAINTAINS DOCUMENTATION SUPPORTING GRANT AMOUNTS, GRANTEE ELIGIBILITY, AND THE SELECTION CRITERIA USED TO AWARD GRANTS. X 1 1 X X X 0 1 0 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 522673 0 106100 0 2388 0 64750 0 36650 0 732561 0 0 0 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 239009 0 24000 0 1974 0 16924 0 9995 0 291902 0 0 0 JASON TATE CHIEF FINANCIAL OFFICER 219571 0 24000 0 1974 0 15691 0 12784 0 274020 0 0 0 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 228705 0 20000 0 1470 0 16143 0 6593 0 272911 0 0 0 CHRISTOHER VELO CHIEF INFORMATION OFFICER 186961 0 20000 0 1614 0 13088 0 0 0 221663 0 0 0 MELISSA LOW VP, COMMUNICATION & ADVOCACY 170293 0 11000 0 1470 0 12196 0 9482 0 204441 0 0 0 KIMBERLY CAMPUZANO VP, BUSINESS DEVELOPMENT 130808 0 11000 0 1461 0 9157 0 0 0 152426 0 0 0 PART I, LINE 1A CMAA PROVIDED TRAVEL FOR SPOUSES/SIGNIFICANT OTHERS FOR THE JULY BOARD MEETING. THIS BENEFIT IS NOT TAXABLE 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, 2025. FORM 990, PART VI, SECTION A, LINE 6 PROFESSIONAL MEMBERS, INCLUDING THOSE WITH A CONTINUATION WHILE UNEMPLOYED STATUS, ALUMNUS MEMBERS, RETIRED PROFESSIONAL MEMBERS, AND HONORARY PROFESSIONAL MEMBERS, SHALL BE COLLECTIVELY REFERRED TO IN THESE BYLAWS AS THE "VOTING MEMBERS". FORM 990, PART VI, SECTION A, LINE 7A PROFESSIONAL MEMBERS OF THE ASSOCIATION SHALL BE ELIGIBLE TO HOLD ELECTIVE OFFICE AND TAKE PART IN ALL BUSINESS AND AFFAIRS OF THE ASSOCIATION. EACH PROFESSIONAL MEMBER SHALL HAVE THE RIGHT TO CAST ONE (1) VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP. BALLOTS PREPARED BY THE PRESIDENT & CEO SHALL BE DISTRIBUTED TO EACH ELIGIBLE VOTING MEMBER AT THE ANNUAL MEETING. AT THE ANNUAL MEETING, EACH ELIGIBLE VOTING MEMBER SHALL CAST A BALLOT WITH VOTES FOR THREE (3) CANDIDATES TO SERVE ON THE BOARD OF DIRECTORS. BALLOTS SHOWING A NUMBER OF VOTES OTHER THAN THREE (3) SHALL BE VOID AND SHALL NOT BE COUNTED. VOTING MEMBERS MAY ALSO SUBMIT THEIR VOTES BY VOTING AUTHORIZATION, WHICH SHALL BE COUNTED ONLY IF SUCH VOTING AUTHORIZATION PROVIDES FOR THE CASTING OF THREE (3) VOTES FOR THE CANDIDATES. 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 ALL BOARD MEMBERS AND EXECUTIVE STAFF MEMBERS FILL OUT THE DOCUMENT ANNUALLY. CFO MONITORS COMPLIANCE. IN THE CASE OF A CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND TAKES ACTION, IF NECESSARY. 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. A COMPENSATION STUDY WAS CONDUCTED ON OCTOBER 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING 1,284,307. COMMISSION 128,627. 1733 CMAA LLC 1733 KING STREET ALEXANDRIA VA 22314 261661215 REAL ESTATE MANAGEMENT VA 9000 1525049 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 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 THE CLUB FOUNDATION B 182170 CASH THE CLUB FOUNDATION C 111380 CASH THE CLUB FOUNDATION L 120000 CASH