2024-11-01T04:31:23-05:00 2023-12-31 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2023-01-01 232069445 PASAE PASA 7176144270 2207 FOREST HILLS DRIVE HARRISBURG PA 17112 LISA RUGGIERS EXECUTIVE DIRECTOR 7176144270 2024-10-29 1 1 DAVID J MANBECK CPA P00773661 7177617210 2023 2024-10-15 13:58:12Z LISA RUGGIERS 2207 FOREST HILLS DRIVE HARRISBURG PA 17112 125420 0 X WWW.PASAE.ORG X 1978 PA THE MISSION OF PASAE IS TO CREATE A COMMUNITY OF ASSOCIATION LEADERS THAT INSPIRE AND PROMOTE EXCELLENCE. WE DO THIS THROUGH EDUCATION AND THE EXCHANGE OF IDEAS, PROVIDING ASSOCIATION MANAGEMENT RESOURCES AND TOOLS, FOSTERING RELATIONSHIPS BETWEEN ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS, AND PUBLICLY ADVANCING THE ASSOCIATION INDUSTRY. 12 12 0 12 4550 0 0 0 100495 116056 2176 4814 12440 4550 115111 125420 0 0 0 0 0 0 0 0 0 155712 146456 155712 146456 -40601 -21036 246347 243496 22256 27493 224091 216003 THE MISSION OF PASAE IS TO CREATE A COMMUNITY OF ASSOCIATION LEADERS THAT INSPIRE AND PROMOTE EXCELLENCE. 0 0 TASTE OF SUCCESS, ARE LUNCH AND LEARN STYLE SEMINARS GUIDED BY LOCAL, STATE, AND NATIONAL SPEAKERS THAT PROVIDE ESSENTIAL INFORMATION, BEST PRACTICES, CURRENT RESEARCH RESULTS, AND ASSOCIATION MANAGEMENT PRINCIPLES TO GUIDE OUR ASSOCIATION AND BUSINESS PARTNER EMPLOYEES IN DAILY OPERATIONS AND ADVANCEMENT. THOSE ATTENDING ALSO EARN CONTINUING EDUCATION (CE) CREDITS TOWARD THE CERTIFIED ASSOCIATION EXECUTIVE ((CAE) AND THE CERTIFIED MEETING PLANNER (CMP) CERTIFICATIONS. CONNECTIONS CONFERENCE - THE CONNECTIONS CONFERENCE BRINGS TOGETHER OVER 150 PROFESSIONALS FOR EDUCATION, NETWORKING AND ACCESS TO EACH OTHER AS ASSOCIATIONS AND VENDORS. NATIONALLY ACCOMPLISHED SPEAKERS PROVIDE INSIGHTS ON NEW GOVERNMENT REGULATIONS, HUMAN RESOURCE ISSUES, GENERATIONAL HIRING AND EVENT PLANNING. THE HOURS OF ATTENDANCE PROVIDE ATTENDEES WITH CONTINUING EDUCATION CREDITS FOR CAE AND CMP CERTIFICATIONS. A MARKETPLACE ALLOWS ASSOCIATION PROFESSIONALS TO MEET WITH BUSINESS VENDORS THAT PROVIDE VALUABLE SERVICES TO THE INDUSTRY. 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 1 1 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 7176144270 2207 FOREST HILLS DRIVE HARRISBURG PA 17112 X LISA RUGGIERS IOM EXECUTIVE DIRECTOR 5.00 X X 0 0 0 DIANA EWERT MPA CAE CHAIR 0.80 X X 0 0 0 DAN DURDEN ESQ VICE CHAIR 0.50 X X 0 0 0 MANDI GLANTZ CAE SECRETARY/TREASURER 0.50 X X 0 0 0 HEATHER LEACH CAE IMMEDIATE PAST CHAIR 0.80 X X 0 0 0 STEPHANI BANN CMP DIRECTOR 0.50 X 0 0 0 BRIAN BENDER CPA MBA CAE DIRECTOR 0.50 X 0 0 0 STEPHANIE DRAKE DIRECTOR 0.50 X 0 0 0 JAMES EIRKSON CAE DIRECTOR 0.50 X 0 0 0 VICTORIA ELLIOT RPH MBA CAE DIRECTOR 0.50 X 0 0 0 ANNE MARIE FRAKES MPA DIRECTOR 0.50 X 0 0 0 MICHAEL MCGEE CAE DIRECTOR 0.50 X 0 0 0 ABIGAIL YOUNG CAE DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EVENT SPONSORSHIP 611710 48500 48500 MEMBERSHIP DUES & ASSE 611710 32888 32888 REGISTRATIONS 611710 24327 24327 EXHIBIT FEES 611710 10341 10341 116056 2997 2997 1817 0 1817 1817 1817 ADVERTISING INCOME 900999 4550 4550 4550 125420 116056 4550 4814 96901 5400 1827 6223 3315 439 1347 23906 2128 SERVICE CHARGES 2294 DUES AND SUBSCRIPTIONS 1351 MISCELLANEOUS 1005 AWARDS, GIFTS AND PRIZE 320 146456 124256 104411 630 5081 5511 117010 132944 246347 243496 1971 1066 19670 26312 615 115 22256 27493 X 224091 216003 224091 216003 246347 243496 -21036 12948 0 X X 1 X 0 1 0 0 1 0 0 DUE TO PASAE FOUNDATION 115 115 X 136541 12948 12948 123593 1827 1827 125420 144629 0 144629 1827 1827 146456 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB'S INCOME TAX TOPIC OF THE ASC WHICH REQUIRES AN ASSESSMENT OF THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY-FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE CONTINUING QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS ANY TAXABLE UNRELATED BUSINESS INCOME FROM ACTIVITIES CONDUCTED. ANY TAX BENEFITS ASSOCIATED WITH UNCERTAIN TAX POSITIONS THAT ARE IN EXCESS OF A REALIZATION THRESHOLD MUST BE RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE FINANCIAL STATEMENTS, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, AND THEREFORE BELIEVES THAT THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAXES FROM UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS A MANAGEMENT SERVICE AGREEMENT WITH CALABRESE MANAGEMENT, IN WHICH CALABRESE MANAGEMENT PROVIDES ADMINISTRATIVE SERVICES TO THE SOCIETY, WHICH INCLUDES MEMBERSHIP/ADMINISTRATION COORDINATION, BOARD AND COMMITTEE SUPPORT, MARKETING AND COMMUNICATIONS, MEETING COORDINATION, TECHNOLOGY MANAGEMENT, AND FINANCIAL MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 YES FORM 990, PART VI, SECTION A, LINE 7A YES FORM 990, PART VI, SECTION A, LINE 7B YES FORM 990, PART VI, SECTION A, LINE 8B DISSEMINATED TO BOARD TO REVIEW BEFORE ISSUANCE FORM 990, PART VI, SECTION B, LINE 11B THE STAFF OF CALABRESE MANAGEMENT INITIALLY REVIEW THE FORM 990 AND 990T. THE PRESIDENT AND TREASURER WILL REVIEW THE RETURN AND RESOLVE ANY QUESTIONS PRIOR TO FILING OF THE RETURN. ONCE ALL QUESTIONS ARE RESOLVED TO THE PRESIDENT AND TREASURER'S SATISFACTION, THEY WILL APPROVE THE RETURN WHICH DIRECTS STAFF TO EXECUTE AND REMIT TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST DISCLOSE IN WRITING ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC INSPECTION UPON REQUEST. PART XII LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FOR THE CURRENT YEAR.