2024-03-14T14:07:19-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1656 HENTHORNE DR SUITE 400 MAUMEE OH 43537 990 2022-07-01 341372077 SOCIETY FOR INDUSTRIAL AND ORGANIZATIONAL PSYCHOLOGY INC (SIOP) SOCI 4193530032 470 W BROAD STREET 1164 COLUMBUS OH 43215 ERIC HEGGESTAD FINANCIAL OFFICER/SECRETARY 4193530032 2024-03-14 1 ERIC HEGGESTAD 999009999 0 BRIDGET A BUSH P00234609 4198412848 2024-03-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY VANNEMAN 470 W BROAD STREET 1164 COLUMBUS OH 43215 4070860 0 1 X WWW.SIOP.ORG X 1982 DC ADVANCE THE SCIENCE AND PRACTICE OF THE PSYCHOLOGY OF WORK 17 17 14 700 151860 114491 6500 8264 2911946 3636154 234712 207166 0 71406 3153158 3922990 30264 37000 0 0 1059725 1188453 0 0 0 1790992 2004111 2880981 3229564 272177 693426 4955062 5884631 0 0 4955062 5884631 TO ENHANCE HUMAN WELL-BEING AND PERFORMANCE IN ORGANIZATIONAL AND WORK SETTINGS BY PROMOTING THE SCIENCE, PRACTICE, AND TEACHING OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY. 0 0 THE SOCIETY FOR INDUSTRIAL AND ORGANIZATIONAL PSYCHOLOGY PROVIDES FORUMS FOR INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGISTS TO EXCHANGE RESEARCH, INSIGHTS, AND INFORMATION RELATED TO THE SCIENCE, PRACTICE, AND TEACHING OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY. IN ADDITION, SIOP SUPPORTS ITS MEMBERS BY IDENTIFYING OPPORTUNITIES FOR EXPANDING AND DEVELOPING THE SCIENCE AND PRACTICE OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY AND MONITORING AND ADDRESSING CHALLENGES TO THE UNDERSTANDING AND PRACTICE OF INDUSTRIAL-ORGANIZATIONAL PSYCHOLOGY IN ORGANIZATIONAL AND WORK SETTINGS. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 14 1 1 1 0 0 0 1 1 0 0 0 X 17 17 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMIE KEBLESH 4193530032 470 W BROAD STREET 1164 COLUMBUS OH 43215 ERIC HEGGESTAD FIN OFFICER/SECRETARY 2.00 X X 0 0 0 STEVEN KOZLOWSKI RESEARCH & SCIENCE 2.00 X X 0 0 0 STEVEN ROGELBERG PAST-PRESIDENT 2.00 X X 0 0 0 REESHAD DALAL PUBLICATIONS 2.00 X X 0 0 0 TIFFANY POEPPELMAN MEMBERSHIP SERVICES 2.00 X X 0 0 0 MO WANG PRESIDENT 2.00 X X 0 0 0 NIKKI BLACKSMITH EXTERNAL AFFAIRS 2.00 X X 0 0 0 TAMMY ALLEN REPRESENTATIVE 2.00 X 0 0 0 LIBERTY MUNSON COMMUNICATIONS 2.00 X X 0 0 0 RICHARD LANDERS INSTRUCTIONAL & EDUCATION 2.00 X X 0 0 0 SCOTT TONIDANDEL CONFERENCE & PROGRAMS 2.00 X X 0 0 0 GAVAN O'SHEA REPRESENTATIVE 2.00 X 0 0 0 AMY DUVERNET PROFESSIONAL PRACTICE 2.00 X X 0 0 0 TARA BEHREND PRESIDENT-ELECT 2.00 X X 0 0 0 JEFFREY MCHENRY REPRESENTATIVE 2.00 X 0 0 0 GARY CARTER REPRESENTATIVE 2.00 X 0 0 0 DEREK AVERY DIVERSITY & INCLUSION 2.00 X X 0 0 0 TRACY VANNEMAN EXECUTIVE DIRECTOR 40.00 X 197231 0 46679 197231 0 46679 1 0 1 0 LEWIS-BURKE ASSOCIATES LLC 440 1ST STREET NW SUITE 700 WASHINGTON DC 20001 ADVOCACY 138376 1 8264 8264 CONFERENCE/WORKSHOPS 541900 1872208 1872208 MEMBERSHIP DUES 541900 1059147 1059147 SPONSORSHIP 541900 378835 378835 PUBLICATIONS 541900 174104 174104 JOB NET 541900 112681 112681 39179 39179 3636154 220920 220920 71406 71406 134116 147870 -13754 -13754 -13754 3922990 3105459 151860 657407 X 37000 243910 636176 36701 210574 61092 6452 29693 41495 957782 10214 168469 24118 578654 10163 DUES AND SUBSCRIPTIONS 107756 MISCELLANEOUS 33053 UBI TAX 27018 PRINTING AND BINDING 9244 3229564 1535060 2152831 3420002 3731800 4955062 5884631 0 0 X 4955062 5884631 4955062 5884631 4955062 5884631 693426 236143 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1059147 20756 20756 105915 -85159 0 X 4117638 236143 236143 3881495 41495 41495 3922990 3188069 0 3188069 41495 41495 3229564 PART X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE SERVICE CODE, SECTION 501(C)(6), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE SOCIETY GENERATES ADVERTISING FROM PUBLICATIONS AND JOB POSTING SERVICE REVENUES WHICH ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. AT JUNE 30, 2023 AND 2022, THE SOCIETY RECORDED A TAX EXPENSE OF $27,018 AND $27,259 ON THIS UNRELATED BUSINESS ACTIVITY, RESPECTIVELY. THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 FAMILY CARE GRANT 18 9000 DISTINGUISHED AWARDS 5 7500 TRAVEL AWARDS 10 5000 IRC AWARDS 2 10000 ROBERT HOGAN AWARD 1 1500 OUTTZ AWARD 1 3000 RAIN WALLACE AWARD 1 1000 PART I, LINE 2: THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A RESEARCH SUMMARY REPORT AND PROVIDE A FINANCIAL STATEMENT THAT DETAILS HOW THE FUNDS WERE SPENT. X 0 0 0 TRACY VANNEMAN EXECUTIVE DIRECTOR 197231 0 0 0 0 0 12558 0 34121 0 243910 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A AN EMERGENCY ACTION SUBCOMMITTEE OF THE EXECUTIVE BOARD IS IN PLACE AND MEETS BETWEEN THE EXECUTIVE BOARD MEETINGS. THE SUBCOMMITTEE HAS THE AUTHORITY TO TAKE ACTION ON BEHALF OF THE EXECUTIVE BOARD WHEN TIME DOES NOT PERMIT CONTACTING ALL MEMBERS OF THE EXECUTIVE BOARD BEFORE AN ACTION IS NEEDED. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE BOARD MEMBERS GEORGIA CHAO & STEVE KOZLOWSKI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ELIGIBILITY FOR SOCIETY MEMBERSHIP IS DEFINED IN THE ORGANIZATIONS'S BYLAWS, WHICH SPECIFIES EDUCATIONAL CRITERIA, ENGAGEMENT IN PROFESSIONAL ACTIVITIES, AND PAYMENT OF MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A PER THE BYLAWS OF SIOP, AN ELECTION COMMITTEE CONDUCTS AND SUPERVISES ALL ELECTIONS OF THE SOCIETY. THE OFFICERS AND MEMBERS OF THE EXECUTIVE BOARD ARE ELECTED BY THE MEMBERS OF SIOP. THE ELECTION COMMITTEE, USING THE FACILITIES OF THE ADMINISTRATIVE OFFICE, MAIL A CALL FOR NOMINATIONS EACH YEAR. THE ELECTION COMMITTEE COUNTS THE NOMINATING BALLOTS AND ISSUES A LIST OF NOMINEES. ALL ELECTIONS ARE HELD BY A PREFERENTIAL VOTING SYSTEM ACCORDING TO THE PROCEDURES ESTABLISHED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE CERTAIN ACTIONS, IF UNDERTAKEN BY THE BOARD, THAT REQUIRE A VOTE OF THE MEMBERSHIP. ONLY MEMBERS MAY VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE SOCIETY'S EXECUTIVE BOARD AS WELL AS THE FINANCE MANAGER AND EXECUTIVE DIRECTOR. THE FINANCIAL OFFICER, A VOTING MEMBER OF THE GOVERNING BODY, REVIEWS AND SIGNS THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, ELECTED OFFICER, AND VOTING MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS SIOP IS A NON-PROFIT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. TO ENSURE SIOP OPERATES IN A MANNER CONSISTENT WITH ITS NON-PROFIT STATUS AND IN ACCORD WITH ITS STATED GOALS AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED AS WELL. FORM 990, PART VI, SECTION B, LINE 15 THREE DESIGNATED MEMBERS FROM THE ORGANIZATION'S EXECUTIVE BOARD DECIDE ON PAY RATES AND RAISES BASED ON PERFORMANCE, CURRENT ECONOMIC CONDITIONS, AND COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST TO ITS OFFICES. PORTIONS OF THESE DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE FOR CURRENT PAID MEMBERS. FORM 990, PART IX, LINE 11G CONSULTING SERVICES 957,782. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS.