2024-11-13T10:38:44-06:00 2023-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2023-01-01 311788556 ASTD CERTIFICATION INSTITUTE ASTD 7036838100 1640 KING STREET ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT 7036838100 2024-11-12 1 0 JULIA FLANNERY P00928918 4102469300 2024-11-12 2023 2024-10-15 13:58:12Z ATD CI ANTHONY BINGHAM 1640 KING STREET ALEXANDRIA VA 22314 4052419 0 X WWW.TD.ORG X 2001 VA ATD CI OPERATES CREDENTIALING PROGRAMS FOR TALENT DEVELOPMENT PROFESSIONALS. 7 5 0 5 0 0 0 0 3561179 4052126 825 293 0 0 3562004 4052419 0 0 0 0 921987 938670 0 0 0 2463486 2626059 3385473 3564729 176531 487690 701008 578127 5897882 5280217 -5196874 -4702090 ESTABLISHED TO DEVELOP, IMPLEMENT, OPERATE, AND PROMOTE CERTIFICATION PROGRAMS IN TRAINING AND DEVELOPMENT. 0 0 DEVELOPMENT OF CERTIFICATION STANDARDS AND PROGRAMS FOR INDIVIDUALS, AND CERTIFICATION OF INDIVIDUALS, IN THE AREAS OF TRAINING AND DEVELOPMENT. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 CH 0 0 0 0 1 0 X 7 5 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 VA X JESSICA RICHARDS 7036838100 1640 KING STREET ALEXANDRIA VA 22314 ANTHONY BINGHAM PRESIDENT 1.00 39.00 X X 0 1121736 165282 JESSICA RICHARDS SECRETARY/TREASURER 1.00 39.00 X X 0 238431 15595 MICHAEL DECKER CHAIR 1.00 0.00 X X 0 0 0 SEAN WALTERS DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA ALLEN DIRECTOR 1.00 0.00 X 0 0 0 DALE CYR DIRECTOR 1.00 0.00 X 0 0 0 SHANNON CARTER DIRECTOR 1.00 0.00 X 0 0 0 0 1360167 180877 0 0 1 0 AMERICAN SOCIETY FOR TRAINING & DEVELOPM 1640 KING STREET ALEXANDRIA VA 22314 MANAGEMENT SERVICES 586271 1 REGISTRATION 900099 3116275 3116275 CERTIFICATION 900099 719157 719157 SUBSCRIPTIONS 900099 110207 110207 SPONSORSHIPS 900099 106487 106487 4052126 293 293 4052419 3945639 0 106780 792332 13851 102664 29823 586271 40261 106761 395 244499 139167 6229 109089 96060 48893 1064844 94258 62107 6940 CREDIT CARD FEES 16548 BAD DEBT EXPENSE 3632 CHINA TAXES 105 3564729 199859 61892 290134 351441 32796 15473 690079 564202 125818 125877 52401 23444 701008 578127 146435 255232 376713 375432 5374734 4649553 5897882 5280217 X -5196874 -4702090 -5196874 -4702090 701008 578127 X 487690 7094 X 0 1 X 1 0 690079 564202 125877 125877 DUE TO ATD 4649553 4649553 56495334 52443310 52443310 4052024 395 395 4052419 54426448 50862114 50862114 3564334 395 395 3564729 PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE INCOME INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 52,443,310. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 50,869,208. UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY -7,094. EAST ASIA AND THE PACIFIC 2 8 PROGRAM SERVICES CONFERENCE 221672 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION 602401 2 8 0 0 2 8 824073 0 824073 0 0 0 0 0 0 0 1 0 ANTHONY BINGHAM PRESIDENT 0 879024 0 206748 0 35964 0 153133 0 12991 0 1287860 0 0 JESSICA RICHARDS SECRETARY/TREASURER 0 235598 0 2500 0 333 0 13628 0 2975 0 255034 0 0 PART I, LINE 3 ATD CI DOES NOT COMPENSATE ANY DIRECTORS. ALL DIRECTORS SERVE ON THE ATD CI BOARD WITHOUT COMPENSATION. ALL COMPENSATION SHOWN IN PART VII OF THE FORM 990, AND SCHEDULE J, PAGE 2, PART II, IS PAID BY A RELATED ORGANIZATION OF THE ATD CI, THE AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT. THE COMPENSATION DETERMINATION METHODOLOGY OF THE AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT IS AS FOLLOWS: THE CHAIRMAN OF THE BOARD LEADS THE REVIEW AND DETERMINATION OF THE CEO'S COMPENSATION. THE DIRECTOR OF HUMAN RESOURCES COMPLETES A FORMAL COMPENSATION REVIEW UTILIZING EXTERNAL BENCHMARKING DATA. THE INSTRUCTIONS FROM THE BOARD TO HUMAN RESOURCES TO AFFECT CHANGES ARE WELL DOCUMENTED. THE COMPENSATION STRUCTURE IS REVIEWED ON A REGULAR BASIS BY HUMAN RESOURCES, WITH APPROVAL FROM THE CEO. THE STRUCTURE IS BASED ON A "MIDPOINT EQUALS MARKET" APPROACH. EACH YEAR, THE RESULTS OF INDIVIDUAL EMPLOYEE SCORECARDS (ATD'S PERFORMANCE PLANNING TOOL) DETERMINE INDIVIDUAL COMPENSATION WITHIN THE STRUCTURE. MANAGERS HAVE INPUT INTO THE PROCESS, WITH ULTIMATE APPROVAL BY HUMAN RESOURCES AND THE CEO. PART I, LINE 4B THE PRESIDENT, ANTHONY BINGHAM, PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE ATD CI BYLAWS, THE ATD BOARD OF DIRECTORS HAS THE RIGHT TO APPOINT AND REMOVE ALL CI DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEW - THE TAX FORMS ARE REVIEWED BY THE SENIOR DIRECTOR OF FINANCE AND THE ASSOCIATE DIRECTOR OF FINANCE WITH THE RSM TAX TEAM. ONCE THE FORMS ARE FINALIZED, THE SENIOR DIRECTOR OF FINANCE REVIEWS WITH THE PRESIDENT BEFORE SIGN-OFF. FORM 990, PART VI, SECTION B, LINE 12C ATD CI FOLLOWS THE CONFLICT OF INTEREST POLICY OF ATD. ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS SHALL BE DISCLOSED BY ALL BOARD MEMBERS TO THE ATD PRESIDENT, BOTH THROUGH THE ANNUAL DISCLOSURE FORM AND WHENEVER A CONFLICT ARISES. ANY CHANGES ARE DISCUSSED DURING QUARTERLY BOARD MEETINGS. ATD CI MAINTAINS CLOSE COMMUNICATION WITH THEIR BOARD MEMBERS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ATD CI COMPLIES WITH THE PUBLIC INSPECTION REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 6104 BY MAKING ITS FORM 1024, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(A), DETERMINATION LETTER FROM THE IRS, AND THE FORMS 990 FOR ITS THREE MOST RECENTLY COMPLETED TAX PERIODS AVAILABLE UPON REQUEST. HOWEVER, AS SECTION 6104 DOES NOT REQUIRE ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(6) TO DISCLOSE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OR FINANCIAL STATEMENTS, THE ATD CI HAS CHOSEN NOT TO MAKE SUCH INFORMATION AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY 7,094. AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT LIMITED UNIT 1618 16/F MIRAMAR TOWER 132 TSIM SHA TSUI HK 981193024 HOLDING COMPANY HK ATD CI AMER SOCIETY FOR TRAINING & DEVELOPMENT CONSULTING (SHANGHAI) COMPANY LTD 2203B TOWER 3 JING AN KERRY CENTE SHANGHAI CH 981193040 EDUCATION CH 1424972 485603 ATD CI AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT 1640 KING STREET 3RD FLOOR ALEXANDRIA VA 22314 390852310 EDUCATION WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT E 4649553 COST AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT R 586271 COST AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT R 94258 COST