Nonprofit · EIN 52-1300485
ASAE RESEARCH FOUNDATION
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $5,190,561 | $2,553,634 | $2,636,927 | $28,792,437 | $1,923,796 | $26,868,641 |
| August 31, 2024 | 990 | $3,008,930 | $1,751,470 | $1,257,460 | $25,827,274 | $920,899 | $24,906,375 |
| August 31, 2023 | 990 | $1,654,867 | $1,808,993 | -$154,126 | $27,373,899 | $6,375,255 | $20,998,644 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $716,234
- Program service revenue
- $834,536
- Investment income
- $3,238,664
- Net gain from sales of assets
- $2,463,034
- Net income from fundraising events
- $401,127
- Other revenue
- $401,127
Expenses
- Grants and similar amounts paid
- $50,637
- Compensation of officers, directors and key employees
- $341,476
- Other salaries and wages
- $254,568
- Salaries, compensation and benefits (total)
- $921,225
- Professional fundraising fees
- $0
- Travel
- $22,149
- Program services (functional)
- $531,833
- Management and general (functional)
- $1,153,416
- Fundraising (functional)
- $868,385
Balance sheet and other
- Total assets, start of year
- $25,827,274
- Total assets, end of year
- $28,792,437
- Total liabilities, end of year
- $1,923,796
- Net assets, end of year
- $26,868,641
- Publicly traded securities
- $27,814,932
- Net assets without donor restrictions
- $26,005,749
- Net assets with donor restrictions
- $862,892
- Gross receipts
- $23,953,681
- Employees
- 0
- Volunteers
- 37
- Year formed
- 1983
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michelle Mason FASAE CAE | CEO Officer | 5.8 | $162,582 | $897,736 | $49,301 |
| Morgan Maravich | VICE PRESIDENT, FOUNDATION RELATIONS Key employee | 37.5 | $178,894 | $0 | $17,623 |
| Andrea Wieters | DIRECTOR, FUTURE-FOCUSED RESEARCH Highest-paid employee | 37.5 | $111,919 | $0 | $14,316 |
| Jay L Karen CAE | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sheri Sesay-Tuffour PhD FASAE CAE | Secretary-Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carmen Elliott MS CAE | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Haley Cox | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jerald Jacobs Esq | General Council, Ex Officio Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Kimberly Napolitano | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Marc Beebe CAE | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Mary Wheatley IOM CAE | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Preet Bassi CAE | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELLE MASON | PRESIDENT & CEO Officer | 5.75 | $156,524 | $863,369 | $49,377 |
| REGINALD HENRY | CHIEF INFORMATION OFFICER Key employee | 7 | $65,977 | $287,473 | $23,095 |
| MORGAN MARAVICH | VICE PRESIDENT, FOUNDATION RELATIONS Key employee | 37.5 | $169,461 | $0 | $14,920 |
| ANDREA WIETERS | DIRECTOR, FUTURE-FOCUSED RESEARCH Highest-paid employee | 37.5 | $109,840 | $0 | $16,454 |
| HEATHER DEAN | CFAO (AS OF 11/23) Officer | 7 | $9,618 | $41,907 | $141 |
| HEIDI BROCK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAY L KAREN CAE | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNDA J PATTERSON FASAE CAE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARC ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARC BEEBE CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARMEN ELLIOTT MS CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW GERTZOG FASAE CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY G NAPOLITANO CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY WHEATLEY IOM CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LEMMIETTA G MCNEILLY PHD CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL DOMINGUEZ FASAE CHSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JERALD A JACOBS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELLE MASON | PRESIDENT & CEO Officer | 5.75 | $149,132 | $823,469 | $44,660 |
| REGINALD HENRY | CHIEF INFORMATION OFFICER Key employee | 7 | $63,289 | $275,761 | $27,767 |
| SHARON MOSS | CHIEF RESEARCH OFFICER (THRU 9/1/22) Key employee | 0 | $343,734 | $0 | $7,294 |
| PAMELA TROOP | DIRECTOR OF MEETINGS Key employee | 37.5 | $156,006 | $0 | $37,753 |
| CHRISTOPHER VEST | VICE PRESIDENT, CORP. COMM. & PUBLIC REL. Highest-paid employee | 7 | $26,269 | $114,457 | $46,448 |
| DEBORAH HANGER | SENIOR DIRECTOR, DATABASE ADMIN. Highest-paid employee | 7 | $25,976 | $113,179 | $47,813 |
| AMY HISSRICH | SENIOR DIRECTOR, INFORMATION TECHNOLOGY Highest-paid employee | 7 | $30,214 | $131,642 | $18,010 |
| HEIDI ROBEY | FORMER CHIEF FINANCIAL OFFICER Former | 6.25 | $20,994 | $104,968 | $21,384 |
| LYNDA PATTERSON | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| HEIDI BROCK | SECRETARY-TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| MARC ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW GERTZOG FASAE CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LEMMIETTA G MCNEILLY CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAY L KAREN CAE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARC BEEBE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT BECK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARMEN ELLIOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY NAPOLITANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 K STREET SUITE 500 NW, WASHINGTON, DC 20005-4210
- Principal officer (990 for 2024)
- MICHELLE MASON, 1101 K Street Suite 500 NW, Washington, DC 20005
- Signed the 990
- MICHELLE MASON, PRESIDENT & CEO
- Phone
- (202) 626-2723
- Website
- WWW.ASAECENTER.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE ASAE RESEARCH FOUNDATION IS PRIMARILY FOCUSED ON ADVANCING KNOWLEDGE IN ASSOCIATION MANAGEMENT AND LEADERSHIP BY CONDUCTING RESEARCH IN AREAS THAT NO ONE ASSOCIATION CAN UNDERTAKE ON ITS OWN AND HELPING ASSOCIATIONS BECOME MORE INNOVATIVE. WITH THE HELP OF ASAE MEMBERS AND FRIENDS OF THE ASSOCIATION COMMUNITY, THE FOUNDATION MAINTAINS A RIGOROUS RESEARCH AGENDA THAT SUPPORTS THE KNOWLEDGE TO EQUIP THE NEXT GENERATION OF ASSOCIATION LEADERS.
Program accomplishments
- CEO Conclave - The ASAE Foundation CEO Conclave is a leadership program designed to convene association chief executive officers for peer-to-peer engagement, knowledge sharing, and strategic dialogue on critical issues impacting the association sector. The Conclave provides a confidential forum for CEOs to discuss emerging trends, leadership challenges, and innovative practices, while fostering collaboration and professional development. Through facilitated discussions and curated content, the program supports executive leadership effectiveness and advances the overall capacity and impact of associations.Expenses $398,614 · revenue $603,000
- RESEARCH - THE FOUNDATION'S RESEARCH DEPARTMENT ADVANCES KNOWLEDGE IN NON-PROFIT MANAGEMENT BY PROVIDING RESOURCES THAT WILL HELP LEADERS FOCUS ON CRITICAL FACTORS TO ENHANCE THEIR ORGANIZATIONS. THE FOUNDATION IMPLEMENTS AND FACILITATES THE APPLICATION OF RESEARCH FINDINGS BY EXECUTIVES AND BOARDS THROUGH RIGOROUSLY DESIGNED SECONDARY, QUALITATIVE AND QUANTITATIVE METHODS. THOUGHT PROVOKING RESEARCH HAS BEEN PRODUCED ON MEMBERSHIP, VOLUNTEERISM, FUNDRAISING, AND THE ECONOMY.Expenses $133,219 · grants $50,637 · revenue $60,535
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 52-1300485
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S05)
- Assets (IRS master file)
- $28,792,437
- Income (IRS master file)
- $23,953,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $5,190,561 | $2,553,634 | $28,792,437 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $3,008,930 | $1,751,470 | $25,827,274 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $1,654,867 | $1,808,993 | $27,373,899 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $2,590,054 | $1,885,041 | $25,502,960 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1300485).
Questions about ASAE RESEARCH FOUNDATION
- What is the EIN of ASAE RESEARCH FOUNDATION?
- The employer identification number (EIN) of ASAE RESEARCH FOUNDATION is 52-1300485.
- Is ASAE RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ASAE RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASAE RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASAE RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASAE RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of ASAE RESEARCH FOUNDATION?
- The 990 for the year ended August 31, 2025 names MICHELLE MASON.
- Who are the officers and directors of ASAE RESEARCH FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $162,582 (Michelle Mason FASAE CAE, CEO).
- How much revenue does ASAE RESEARCH FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $5,190,561, expenses of $2,553,634 and total assets of $28,792,437 at year end.
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