2024-04-16T09:16:50-05:00 2023-02-28 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-03-01 620968813 AMERICAN MASSAGE THERAPY ASSOCIATION AMER 8779052700 500 DAVIS ST 900 EVANSTON IL 60201 DERRICK CARTER DIRECTOR, FINANCE 8779052700 2024-01-15 1 DERRICK CARTER 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JEFFERY FLOM 500 DAVIS ST 900 EVANSTON IL 60201 27903290 0 9435 X WWW.AMTAMASSAGE.ORG X 1960 DE TO SERVE AMERICAN MASSAGE THERAPY ASSOCIATION (AMTA) MEMBERS WHILE ADVANCING THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. 12 8 69 850 297022 0 1108064 35267 17495239 20082823 1030138 376173 448751 458583 20082192 20952846 288715 358850 0 0 7154976 7894337 0 0 0 9904716 13208976 17348407 21462163 2733785 -509317 43659958 41894607 15854071 17287587 27805887 24607020 X TO SERVE AMERICAN MASSAGE THERAPY ASSOCIATION (AMTA) MEMBERS WHILE ADVANCING THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. 0 0 WE SERVE APPROXIMATELY 103,000 AMTA MEMBERS BY PROVIDING ACCESS TO THE KNOWLEDGE AND SKILLS NECESSARY TO COMPETENTLY PRACTICE MASSAGE THERAPY, INFORMATION RESOURCES AND TOOLS; AND, CREATING CONSUMER PREFERENCE FOR AMTA PROFESSIONAL CLASSIFICATION MEMBERS. THESE SERVICES ARE CARRIED OUT NATIONALLY AND THROUGH 51 AMTA CHAPTERS.PRODUCTS AND SERVICES INCLUDE:CONTINUING EDUCATION THROUGH A VARIETY OF VEHICLES, INCLUDING FACE-TO-FACE, ONLINE, AND IN PERIODICALS. NUMBER SERVED - 100,000.PROVIDING BUSINESS-RELATED PUBLICATIONS, PERIODICALS, AND PRODUCTS, INCLUDING MTJ, MASSAGE TODAY, HANDS ON NEWSLETTER, STUDENT EXPERIENCE E-NEWSLETTER, AMTA'S CAREER CENTER, AMTA'S MASSAGE THERAPY INFORMATION CENTER/HELP DESK, PROFESSIONAL AND GENERAL LIABILITY INSURANCE, AND OTHER AFFINITY PROGRAMS. IN ADDITION, THE ASSOCIATION PROVIDES INDUSTRY DATA AND STATISTICS TO MASSAGE THERAPY SCHOOLS TO ENHANCE THEIR ABILITY TO TRAIN QUALIFIED MASSAGE THERAPISTS.COPIES OF PERIODICALS ISSUED - OVER 1,000,000 ANNUALLY. ADVANCE THE ART, SCIENCE, AND PRACTICE OF MASSAGE THERAPY. THIS IS ACCOMPLISHED BY ADVOCATING PROFESSIONALISM THROUGH COLLABORATIVE DEVELOPMENT OF EDUCATIONAL REQUIREMENTS, UPHOLDING ACCREDITATION AND BOARD CERTIFICATION, PROACTIVELY PURSUING FAIR AND CONSISTENT MASSAGE THERAPY LICENSURE IN EVERY STATE, REQUIRING CONTINUING EDUCATION, AND STANDING FOR PROFESSIONAL ETHICS AND STANDARDS. IN ADDITION, AMTA FINANCIALLY SUPPORTS THE MASSAGE THERAPY FOUNDATION, TO FURTHER ADVANCE THE PROFESSION THROUGH RESEARCH AND EVIDENCE-INFORMED PRACTICE OF MASSAGE THERAPY. CREATE DEMAND FOR MASSAGE THERAPY AS A ROUTINE PART OF SOCIETY'S HEALTH AND WELL-BEING. THIS IS ACCOMPLISHED THROUGH TWO MAJOR PROGRAMS PROVIDED AS A PUBLIC SERVICE: AMTA'S FIND A MASSAGE THERAPIST FREE NATIONAL LOCATOR SERVICE AND THE CONSUMER AWARENESS PROGRAM - THE ASSOCIATION CONTINUES TO BE THE VOICE OF THE PROFESSION. OUR ACTIVE MEDIA RELATIONS, PUBLIC RELATIONS, AND HEALTHCARE AND CORPORATE AWARENESS PROGRAMS EDUCATE THE PUBLIC ABOUT THE BENEFITS OF MASSAGE THERAPY, WHAT TO EXPECT FROM A PROFESSIONAL MASSAGE, AND HOW TO FIND QUALIFIED PRACTITIONERS AND SCHOOLS. OUR INFORMATION REACHED MORE THAN 360 MILLION READERS, VIEWERS, AND LISTENERS IN 2022. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 238 0 1 69 1 1 1 0 0 0 1 1 0 0 0 X 12 8 0 1 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA IN X DERRICK CARTER 8779052700 500 DAVIS ST 900 EVANSTON IL 60201 WILLIAM BROWN EXECUTIVE DIRECTOR 40.00 X 550141 0 11086 JEFFERY FLOM CEO 40.00 X 233189 0 16677 LISA STEGINK CEO & GENERAL COUNSEL 40.00 X 225493 0 14665 DAVID FRENCH DIRECTOR, MARKETING 40.00 X 163332 0 6877 MARK TYLE DIRECTOR, CHAPTER RELATIONS 40.00 X 153953 0 12349 JOCELYN PYSARCHUK DIRECTOR, KNOWLEDGE TRANSFER 40.00 X 157893 0 6716 BRIAN LAM DIRECTOR, AMS & WEB INTEGRATIONS 40.00 X 152805 0 5036 JAMES EDWARD SPECKER DIRECTOR, GOV & INDUSTRY RELATIONS 40.00 X 141562 0 9321 MATTHEW DAWES VP, MEMBER EXPERIENCE 40.00 X 130033 0 3354 MICHAELE M COLIZZA PRESIDENT 30.00 X X 30000 0 0 STEVEN ALBERTSON IMMEDIATE PAST PRESIDENT 15.00 X X 30000 0 0 CHRISTINE BAILOR-GOODLANDER PRESIDENT-ELECT 15.00 X X 26600 0 0 CINDY E FARRAR DIRECTOR 10.00 X 11700 0 0 ROBERT C JANTSCH DIRECTOR 10.00 X 9600 0 0 JANE HORTON JOHNSON DIRECTOR 10.00 X 9600 0 0 KIMBERLY KANE-SANTOS DIRECTOR 10.00 X 9600 0 0 PATRICIA L PHILLIPS DIRECTOR 10.00 X 9600 0 0 LADONNA WARD DIRECTOR 10.00 X 9600 0 0 JAIME BERNARDO JR DIRECTOR 10.00 X 8000 0 0 RICHARD A GREELY DIRECTOR 10.00 X 8000 0 0 LEE STANG DIRECTOR 10.00 X 8000 0 0 2078701 0 86081 16 0 1 0 WALSWORTH PO BOX 310287 DES MOINES IA 50331 PUBLISHING SERVICES 367478 DIAMOND FULFILLMENT SOLUTIONS PO BOX 1650 MILWAUKEE WI 53201 PRINTING SERVICES 219462 ABILA 9620 EXECUTIVE CENTER DR N 200 SAINT PETERSBURG FL 33702 WEBSITE MAINTENANCE 171964 MILLS JAMES PO BOX 714086 CINCINNATI OH 45271 VIDEO PRODUCTION 148457 GLC 15 W HARRIS AVE STE 300 LA GRANGE IL 60525 MASSAGE THERAPY JOURNAL 135330 11 35267 35267 MEMBER DUES 900099 17545989 17545989 MEETINGS & EDUCATION 900099 2252893 2252893 PUBLICATIONS 541800 283941 1446 282495 20082823 557699 557699 374660 374660 6768918 6950444 -181526 -181526 -181526 LIST RENTAL 900099 36431 36431 AFFINITY JOB NETWORK 541900 14423 14423 CHAPTER ADVERTISING 541800 104 104 32965 32965 83923 20952846 19800328 297022 820229 267500 91350 1355288 5091943 267209 709397 470500 2914 78263 1041306 109305 1247630 1031704 1693970 458979 654672 1557217 2073015 133333 409099 2490444 DUES & SUBSCRIPTIONS 118862 HONORARIA 61153 TRAINING 24303 COMMUNITY OUTREACH 8650 14157 21462163 7178161 6456923 807673 1037689 3401511 3693454 824779 398743 3855171 3477686 394750 377485 30602962 28170606 446328 164437 3794 1595270 43659958 41894607 6469175 5828018 9015128 9596913 369768 1862656 15854071 17287587 X 27805887 24607020 27805887 24607020 43659958 41894607 X -509317 -2469212 -220338 X 0 1 X 1 0 0 0 1 17545989 1043967 740196 1784163 877299 906864 3352930 3191071 161859 502241 286615 215626 377485 LEASE LIABILITY - OPERATING LEASE 1862656 1862656 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS. 1 MASSAGE THERAPY FOUNDATION 500 DAVIS ST STE 950 EVANSTON IL 60201 363735393 501(C)(3) 260000 0 GENERAL DONATION THE COMMISSION ON MASSAGE THERAPY ACCREDITATION 900 COMMONWEALTH PL STE 200-331 VIRGINIA BEACH VA 23464 200798736 501(C)(3) 7500 0 GENERAL DONATION 2 0 SCHOLARSHIPS 18 91350 PART I, LINE 2: AMTA MAY REQUEST AN ACCOUNTING OF THE USE OF GRANTS AND OTHER ASSISTANCE MADE BY AMTA TO OTHER ORGANIZATIONS. X X X X 0 0 0 WILLIAM BROWN EXECUTIVE DIRECTOR 484891 0 65250 0 0 0 9163 0 1923 0 561227 0 0 0 JEFFERY FLOM CEO 217939 0 15250 0 0 0 7276 0 9401 0 249866 0 0 0 LISA STEGINK CEO & GENERAL COUNSEL 221743 0 3750 0 0 0 6983 0 7682 0 240158 0 0 0 DAVID FRENCH DIRECTOR, MARKETING 157582 0 5750 0 0 0 4954 0 1923 0 170209 0 0 0 MARK TYLE DIRECTOR, CHAPTER RELATIONS 148703 0 5250 0 0 0 4836 0 7513 0 166302 0 0 0 JOCELYN PYSARCHUK DIRECTOR, KNOWLEDGE TRANSFER 152643 0 5250 0 0 0 4793 0 1923 0 164609 0 0 0 BRIAN LAM DIRECTOR, AMS & WEB INTEGRATIONS 146855 0 5950 0 0 0 4595 0 441 0 157841 0 0 0 JAMES EDWARD SPECKER DIRECTOR, GOV & INDUSTRY RELATIONS 137112 0 4450 0 0 0 4392 0 4929 0 150883 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO) WHICH FILES FORMS W-2 AND REMITS PAYROLL TAXES ON THE ORGANIZATION'S BEHALF. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED DURING THE YEAR TO REFLECT THE FOLLOWING: PARAMETERS FOR WHO MAY SERVE ON THE SLATE SELECTION COMMISSION WERE WIDENED, AND THE NUMBER OF CANDIDATES REQUIRED TO BE PRESENTED WAS REDUCED. CERTAIN ADMINISTRATIVE PROCEDURES FOR AMENDING THE BYLAWS WERE UPDATED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP TOTALED 102,623 MEMBERS AS OF FEBRUARY 28, 2023. MEMBERSHIPS ARE RENEWABLE FOR A PERIOD OF ONE YEAR. ALL MEMBERS MUST ALSO BE A MEMBER OF A STATE CHAPTER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS CAST BALLOTS IN NATIONAL ELECTIONS ONCE A YEAR FOR CENTRAL ORGANIZATION (AMTA) ELECTIONS. CANDIDATES FOR ELECTED OFFICES MUST MEET CERTAIN CRITERIA AND BE APPROVED BY THE SLATE SELECTION COMMITTEE BEFORE PLACEMENT ON THE BALLOT. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WILL REVIEW A DRAFT OF THE FORM 990 AND MAKE ANY NECESSARY CHANGES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS IS REQUIRED TO READ AND SIGN THE BOARD CODE OF CONDUCT WHICH ADDRESSES CONFLICTS OF INTEREST. ADDITIONALLY, THE BOARD MEMBER IS REQUIRED TO DISCLOSE TO THE BOARD ANY CONFLICTS OF INTEREST ARISING DURING THE YEAR. ALL EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO READ AND SIGN THE "EMPLOYEE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY" AT THE INCEPTION OF THEIR EMPLOYMENT AND REAFFIRM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE PERFORMANCE REVIEW COMMITTEE USING BENCHMARK DATA, RESULTS FROM A 360-DEGREE REVIEW, AND ANNUAL OBJECTIVES AND PROGRESS MADE IN ACCOMPLISHING THOSE OBJECTIVES. THEIR RECOMMENDATION, THE RELATED SUPPORT, AND COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. AMTA STAFF USE BENCHMARK SALARY DATA, A REVIEW PROCESS, AND FOLLOW AMTA'S STAFF COMPENSATION PROGRAM TO DETERMINE COMPENSATION FOR KEY EMPLOYEES. OFFICER STIPENDS ARE DETERMINED BY REGULAR REVIEW OF AN INDEPENDENT WORKGROUP EXAMINING CURRENT BEST PRACTICE AND BENCHMARKED DATA FROM SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: INTER-ENTITY PAYABLE FORGIVENESS -120,400. BAD DEBT -99,938. FORM 990: THE FORM 990 HAS BEEN AMENDED TO REFLECT THE COMPLETION OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS FILING FORM 990 AFTER THE RETURN DUE DATE (INCLUDING EXTENSIONS) AS A RESULT OF ITS PAID PREPARER FIRM'S EFIN ACCOUNT BEING ERRONEOUSLY SUSPENDED. THE FIRM MADE EVERY EFFORT TO HAVE ITS ACCOUNT TIMELY REINSTATED, BUT WAS UNABLE TO SUCCESSFULLY TRANSMIT THE RETURN BEFORE THE DUE DATE. THE ORGANIZATION WAS DENIED PERMISSION TO FILE A PAPER COPY OF FORM 990 DUE TO THE MANDATORY ELECTRONIC FILING PROVISIONS OF THE TAXPAYER FIRST ACT. A GOOD-FAITH EFFORT WAS MADE TO ELECTRONICALLY FILE FORM 990 BEFORE THE RETURN DUE DATE, AND EVIDENCE OF THAT ATTEMPT IS AVAILABLE UPON REQUEST. FOR THESE REASONS WE RESPECTFULLY REQUEST THAT THIS RETURN BE TREATED AS TIMELY FILED, AND THAT ANY PENALTIES BE WAIVED AND ABATED.