2024-09-17T10:05:15-05:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 131623892 AMERICAN INSTITUTE OF CHEMICAL ENGINEERS AMER 8002424363 120 WALL STREET 23RD FLOOR NEW YORK NY 10005 BARBARA VALENTINE CFO 8002424363 2024-11-15 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-09-11 2023 2024-08-08 14:25:15Z DARLENE SCHUSTER 120 WALL STREET 23RD FLOOR NEW YORK NY 10005 60228737 0 X WWW.AICHE.ORG X 1908 NY TO INSPIRE A SAFE, CONNECTED, AND INCLUSIVE COMMUNITY DOING A WORLD OF GOOD AS:- THE GLOBAL LEADER OF THE CHEMICAL ENGINEERING PROFESSION- THE CENTER FOR LIFELONG PROFESSIONAL AND PERSONAL GROWTH- THE FOREMOST CATALYST IN APPLYING OUR EXPERTISE TO SUSTAINABLY MEET SOCIETAL NEEDS. 17 16 138 1000 509648 0 22733037 12467653 28031796 31958017 6276054 949804 2258878 2108828 59299765 47484302 2659773 4175219 0 0 19198132 18706531 65700 83160 7815642 28906671 28329380 50830276 51294290 8469489 -3809988 65922472 63183291 17141888 13127838 48780584 50055453 X TO INSPIRE A SAFE, CONNECTED, AND INCLUSIVE COMMUNITY DOING A WORLD OF GOOD AS:- THE GLOBAL LEADER OF THE CHEMICAL ENGINEERING PROFESSION- THE CENTER FOR LIFELONG PROFESSIONAL AND PERSONAL GROWTH- THE FOREMOST CATALYST IN APPLYING OUR EXPERTISE TO SUSTAINABLY MEET SOCIETAL NEEDS. 0 0 12998631 17609 8936638 RAPID, CCPS, & CONSORTIUM - TO ALLOW INDUSTRY, ACADEMIA AND GOVERNMENT REPRESENTATIVES TO COLLABORATE AND LEVERAGE RESOURCES FOR RESEARCH TECHNOLOGY TRANSFER AND OTHER ACTIVITIES. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $6,224,409 REPORTED IN PART VIII, LINE 1, AND EXCLUDES ROYALTIES OF $338,484 REPORTED IN PART VIII, LINE 5. 9304748 36291 10017085 MEETINGS & TECHNICAL PROGRAMMING - TO CONDUCT TECHNICAL MEETINGS, CONFERENCES, AND EXHIBITS IN VARIOUS LOCATIONS IN ORDER TO PROMOTE OPEN EXCHANGE OF CHEMICAL ENGINEERING CONCEPTS. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $256,220 REPORTED IN PART VIII, LINE 1, AND EXCLUDES ROYALTIES OF $51,930 REPORTED IN PART VIII, LINE 5. 3937924 86808 3348826 EDUCATION SERVICES - TO PROVIDE SEMINARS AND COURSES TO THE GENERAL PUBLIC WHICH PROVIDES EDUCATIONAL OPPORTUNITIES RELATED TO CHEMICAL ENGINEERING. THE REVENUE BELOW EXCLUDES DIVIDENDS OF $200,000 REPORTED IN PART VIII, LINE 3. 2188708 6000 170850 PUBLICATIONS - TO PUBLISH A VARIETY OF PERIODICALS, BOOKS AND OTHER MATERIALS ON CHEMICAL ENGINEERING AND RELATED TOPICS FOR DISTRIBUTION TO THE GENERAL PUBLIC. THE REVENUE BELOW EXCLUDES ROYALTIES OF $1,366,979 REPORTED IN PART VIII, LINE 5 AND EXCLUDES ADVERTISING REVENUES OF $403,131 REPORTED IN PART VIII, LINE 2F. 3559562 136390 3451155 MEMBERSHIP - TO PROVIDE A FOUNDATION FOR AICHE MEMBERS TO KEEP CURRENT, CONNECTED, AND SECURE THROUGHOUT THEIR CAREERS. AICHE PRODUCES A JOURNAL (CHEMICAL ENGINEERING PROGRESS) WHICH PROVIDES ESSENTIAL TECHNICAL AND PROFESSIONAL INFORMATION TO PRACTICING CHEMICAL ENGINEERS. THE FINANCIAL SERVICES AREA IN THE GROUP ASSIST AICHE MEMBERS' EFFORTS TO ACHIEVE FINANCIAL SECURITY BY PROVIDING THEM WITH A SELECTION OF FINANCIAL SERVICES AND KEEPING TRACK OF ALL FINANCIAL RELATED BENEFITS. THE ABOVE REVENUE EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $27,471 REPORTED IN PART VIII, LINE 1, EXCLUDES ROYALTIES OF $416,385 REPORTED IN PART VIII, LINE 5, EXCLUDES ADVERTISING REVENUES OF $106,517 REPORTED ON PART VIII, LINE 2F AND EXCLUDES DIVIDEND REVENUE OF $244,885 REPORTED ON PART VIII, LINE 3. 6049711 3892121 5523815 OTHER PROGRAM SUPPORT - TO SUPPORT VARIOUS PROGRAMS APPROVED BY THE BOARD OF DIRECTORS FROM TRANSFERS FROM THE ORGANIZATION'S FOUNDATION, OTHER OPERATING REVENUES, AND A PORTION OF INVESTMENT RETURN. THE REVENUE BELOW EXCLUDES REVENUES FROM CHARITABLE CONTRIBUTIONS AND GRANTS OF $7,928 REPORTED IN PART VIII, LINE 1. 11797981 4034511 9145820 38039284 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 188 0 1 138 1 1 1 1 IN 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NY AK AL CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV MH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR X LUCIA MATTHEW CONTROLLER 6464951355 120 WALL STREET 23RD FLOOR NEW YORK NY 100054020 ALAN E NELSON PRESIDENT-ELECT 5.00 X X 0 0 0 ANNE O'NEAL DIRECTOR 4.00 X 0 0 0 BILLY B BARDIN PRESIDENT 12.00 X X 0 0 0 CHRISTINE GRANT PAST PRESIDENT 6.00 X X 0 0 0 DARYL ROBERTS DIRECTOR 1.00 X 0 0 0 DAVID DIXON DIRECTOR 2.00 X 0 0 0 DONNA DYBECK DIRECTOR 2.00 X 0 0 0 ELSA REICHMANIS DIRECTOR 2.00 X 0 0 0 HUGH R JAMES DIRECTOR 5.00 X 0 0 0 JAMES R BEILSTEIN JR DIRECTOR 2.00 X 0 0 0 JULIANNE HOLLOWAY DIRECTOR 3.00 X 0 0 0 LAURA MATZ DIRECTOR 1.00 X 0 0 0 MARY KATHRYN LEE SECRETARY 2.00 X X 0 0 0 NORMA A ALCANTAR DIRECTOR 2.00 X 0 0 0 OMOLOLA LOLA ENIOLA-ADEFESO DIRECTOR 1.00 X 0 0 0 PETER LODAL TREASURER 5.00 X X 12400 0 0 WILLIAM P RAIFORD DIRECTOR 2.00 X 0 0 0 BARBARA VALENTINE CHIEF FINANCIAL OFFICER 40.00 X 367751 0 82337 DARLENE SCHUSTER EXECUTIVE DIR. & CEO 40.00 X 423161 0 68340 EVAN FLACH SR. DIR. CONFERENCES 40.00 X 216868 0 35538 GINA GATTO CHIEF OF EXTERNAL ENGAGEMENT 40.00 X 171937 0 36677 IGNASI PALOU-RIVERA EXE. DIR. AND CHIEF TECHNO 40.00 X 220602 0 71069 LISA LANZKOWSKY CHIEF DEVELOPMENT OFFICER 40.00 X 272921 0 99478 MICHELLE BRYNER SR DIR. PUBLICATIONS & BUS 40.00 X 209999 0 43328 SHAKEEL KADRI EXECUTIVE DIR. & CEO, CCPS 40.00 X 390164 0 81066 WENDY YOUNG SR DIR. INS. FOR ILI 40.00 X 212607 0 41084 AMIT GUPTA CHIEF INFORMATION OFFICER 40.00 X 256999 0 33605 ANIL GOKHALE SR. DIR. CCPS PROJECTS 40.00 X 248248 0 59283 JAMAL SALIM SENIOR DIRECTOR, PEOPLE & TALENT 40.00 X 200500 0 33338 LOUISA NARA GLOBAL CCPS TECHNICAL DIR 40.00 X 210598 0 54994 LUCIA MATTHEW CONTROLLER 40.00 X 215508 0 43309 3630263 0 783446 58 0 1 0 THE DRINK AGENCY 64 REID AVENUE PORT WASHINGTON NY 11050 MARKETING CONSULTANT 260101 SANDRA L SIDEY 5600 WISCONSIN AVENUE CHEVY CHASE MD 20815 PROGRAM MANAGER 178065 JULIE BONASSO 200271 BLACKBERRY LANE JUNCTION CITY WI 54443 CONSULTANT 176000 KELLEN COMPANY 529 14TH STREET NW SUITE 1280 WASHINGTON DC 20045 MARKETING & COMMUNICATIONS 134243 VENABLE 750 EAST PRATT STREET SUITE 900 BALTIMORE MD 21202 LEGAL SERVICES 128699 8 515585 6480623 5471445 4307 12467653 MEETINGS & TECH. PROG. 541900 10017085 10017085 RAPID, CCPS AND CONSORTIUM 541900 8936638 8936638 OTHER PROGRAM SUPPORT 900099 5523815 5523815 MEMBERSHIP DUES 541900 3451155 3451155 EDUCATIONAL SERVICES 611430 3348826 3348826 680498 170850 509648 31958017 1438682 1438682 2173778 2173778 12096107 12584985 -488878 -488878 -488878 94500 515585 159450 -64950 -64950 47484302 31448369 509648 3058632 X 4123541 4123541 51678 51678 3057329 1743340 941590 372399 11629669 9114116 1888655 626898 1435970 1264858 125956 45156 1508071 1341064 133914 33093 1075492 894878 126047 54567 165785 15229 150462 94 83160 83160 97041 97041 5675894 4910594 505003 260297 547528 534909 12619 2783473 1751498 341628 690347 376160 371715 4445 711309 138880 560944 11485 1069080 992105 54452 22523 4178655 3991153 2328 185174 795246 631499 135621 28126 203935 203935 MISCELLANEOUS 5282405 5282405 PYMT TO SUBRECIPIENTS 4175671 4175671 EQUIP. RENTAL & MAINT. 2266948 1992556 171538 102854 STATE TAXES 250 250 51294290 38039284 5439364 7815642 2410337 1681841 2369297 1439666 16928937 14779076 6986857 2759919 934891 1190632 8743438 7200402 1977816 1543036 30887677 36914665 3426660 2874456 65922472 63183291 6515608 3622524 4135100 3401951 6491180 6103363 17141888 13127838 X 19338296 19305631 29442288 30749822 48780584 50055453 65922472 63183291 X -3809988 4584986 499871 X X 0 1 X 1 1 1 X 18303209 25395790 25070479 22733037 12467653 103970168 26382184 19455122 21427898 28031796 31958017 127255017 44685393 44850912 46498377 50764833 44425670 231225185 21433 121443 85130 345000 54610 627616 0 21433 121443 85130 345000 54610 627616 230597569 3458572 3046863 3104412 3654622 3612460 16876929 3458572 3046863 3104412 3654622 3612460 16876929 14502 14502 87525 58950 56200 94500 297175 48231490 47897775 49661739 54490157 48132630 248413791 0.92830 0.92810 0.06790 0.06820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2019 AMOUNT: $ 87,525. 2021 AMOUNT: $ 58,950. 2022 AMOUNT: $ 56,200. 2023 AMOUNT: $ 94,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4585635 347871 669615 159883 5443238 5460862 316908 -999690 192445 4585635 4452663 782072 414260 188133 5460862 3904317 409896 298487 160037 4452663 2763139 868819 438979 166620 3904317 1.00000 1 0 206382 126053 80329 8047401 6606887 1440514 489655 467462 22193 1543036 PENSION AND OTHER POSTRETIREMENT BENEFIT COSTS 2317373 LEASE LIABILITY 3134372 EMPLOYEE VACATION 651618 6103363 X 52131697 4584986 4584986 47546711 97041 -159450 -62409 47484302 51356699 159450 159450 51197249 97041 97041 51294290 PART V, LINE 4: EARNINGS FROM ENDOWMENTS ARE INTENDED TO BE USED TO ADVANCE PROGRAMS IN THE FOLLOWING AREAS: 1) EDUCATIONAL AND PROFESSIONAL DEVELOPMENT, 2) PUBLIC AND GOVERNMENT OUTREACH AND OTHER, AND 3) AWARD PROGRAMS FOR SCHOLASTIC ACHIEVEMENT. PART X, LINE 2: SCHEDULE D, PART X, LINE 2 - EXPLANATION FOR UNCERTAIN TAX POSITIONS: AICHE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -159,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 159,450. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 1426452 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 698800 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 94827 SOUTH ASIA 1 2 PROGRAM SERVICES ORGANIZING & CONDUCTING SEMINARS/SPEAKING AT CONFERENCES 235028 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 20956 NORTH AMERICA 0 0 PROGRAM SERVICES ORGANIZING & CONDUCTING TRAINING PROGRAMS & SEMINARS/SPEAKING AT CONFERENCES 38049 1 3 0 0 1 3 2514112 0 2514112 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 13 13837 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 18 7600 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 3 1300 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 16 6952 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 33 16689 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 24 4450 AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 3 850 0 0 0 0 0 0 PART I, LINE 2: THE AMERCAN INSTITUTE OF CHEMICAL ENGINEERING ("AICHE") ADMINISTERS SEVERAL AWARDS INCLUDING MONETARY PRIZES, CERIFICATES, PLAQUES, MEDALS, HONORARIA, SCHOLARSHIPS, TRAVEL AWARDS AND INVITED LECTURES. SEVERAL OF THESE INCLUDE THE FOLLOWING: INSTITUTE AWARDS: (AICHE'S MOST PRESTIGIOUS AWARDS - HONORING EMINENT CHEMICAL ENGINEERS FOR ACCOMPLISHMENTS IN RESEARCH AND EDUCATION, ACHIEVEMENTS IN INDUSTRIAL X X X X X X 1 POWERED BY PROFESSIONALS INC 1460 BROADWAY 4TH FLOOR NEW YORK NY 10036 PLANNING AND DIRECTING OF ANNUAL GALA 0 610085 83160 526925 610085 83160 526925 NY AK AL CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR GALA 610085 515585 94500 14624 105975 2874 35977 610085 515585 94500 14624 105975 2874 35977 159450 -64950 1 SCHOLARSHIPS AND AWARDS TO VARIOUS MEMBERS IN THE FIELD OF CHEMICAL ENGINEERING 956 4123541 PART I, LINE 2: THE AMERICAN INSTITUTE OF CHEMICAL ENGINEERS ("AICHE") ADMINISTERS SEVERAL AWARDS INCLUDING MONETARY PRIZES, CERTIFICATES, PLAQUES, MEDALS, HONORARIA, SCHOLARSHIPS, TRAVEL AWARDS AND INVITED LECTURES. SEVERAL OF THESE INCLUDE THE FOLLOWING: INSTITUTE AWARDS: (AICHE'S MOST PRESTIGIOUS AWARDS - HONORING EMINENT CHEMICAL ENGINEERS FOR ACCOMPLISHMENTS IN RESEARCH AND EDUCATION, ACHIEVEMENTS IN INDUSTRIAL PRACTICE, CONTRIBUTIONS TO THE PROFESSION, AND SERVICE TO SOCIETY. THESE AWARDS ARE PRESENTED EACH YEAR AT AICHE'S ANNUAL MEETING. BOARD OF DIRECTORS' AWARDS: CLOSELY ASSOCIATED WITH THE INSTITUTE AWARDS, BOARD OF DIRECTORS' AWARDS HONOR MEMBERS FOR LIFETIME CONTRIBUTIONS TO THE PROFESSION AND TO THE INSTITUTE. BOARD OF DIRECTORS' AWARDS ARE PRESENTED AT AICHE'S ANNUAL MEETING. COMMITTEE AWARDS: INSTITUTE COMMITTEES GIVE A WIDE RANGE OF AWARDS TO INDIVIDUALS AND GROUPS FOR MEETING PROGRAM CONTRIBUTIONS, PUBLIC OUTREACH, LEADERSHIP, CONTRIBUTIONS TO ENGINEERING DIVERSITY, AND OTHER ACTIVITIES. TECHNICAL DIVISION & FORUM AWARDS: DIVISION AND FORUM AWARDS HONOR INDIVIDUALS FOR EXCELLENCE IN THEIR TECHNICAL FIELDS. A WIDE RANGE OF FIELDS ARE REPRESENTED. LOCAL SECTION AWARDS: LOCAL SECTION AWARDS RECOGNIZE EXCELLENCE IN PUBLIC AFFAIRS INITIATIVES, EDUCATIONAL PROGRAMS, AND OTHER ACCOMPLISHMENTS. STUDENT AWARDS & COMPETITIONS: GRANTED TO INDIVIDUALS AND STUDENT CHAPTERS, THESE AWARDS RECOGNIZE ACADEMIC SKILL AND STUDENT CHAPTER ACHIEVEMENTS. SCHOLARSHIPS AND COMPETITIONS ARE INCLUDED. SOCIETY OF BIOLOGICAL ENGINEERING AWARDS: THE SOCIETY OF BIOLOGICAL ENGINEERING PRESENTS FOUR PRESTIGIOUS AWARDS EVERY YEAR AT AICHE'S ANNUAL MEETING AND OTHER VENUES, INCLUDING THE J. BAILEY AWARD AND D.I.C. WANG AWARD. INTERSOCIETY AND OTHER AWARDS: PRESTIGIOUS NATIONAL AND INTERNATIONAL ENGINEERING AWARDS, CO-SPONSORED AND ADMINISTERED BY OTHER ORGANIZATIONS AND ASSOCIATIONS. THE FUTURE OF STEM SCHOLARS INITIATIVE (FOSSI): IS A COLLABORATION OF LEADING ORGANIZATIONS IN THE CHEMICAL AND AFFILIATED INDUSTRIES LAUNCHED TO SUPPORT STUDENTS FROM UNDERREPRESENTED COMMUNITIES PURSUING STUDIES IN A RANGE OF PREFERRED SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) FIELDS. FOSSI PROVIDES SCHOLARSHIPS FOR STUDENTS ATTENDING HISTORICALLY BLACK COLLEGES AND UNIVERSITIES AND IS A SIGNIFICANT MILESTONE IN THE INDUSTRY'S DIVERSITY, EQUITY, AND INCLUSION PROGRAM. AICHE MAINTAINS RECORDS OF ALL ASSISTANCE MADE FROM THE PRE-AWARD / DUE DILIGENCE PHASE WHICH DETERMINES THE SELECTION OF THE AWARDEE TO THE FINAL PRESENTATION. MOST AWARDS ARE MADE POST ACHIEVEMENT. X 1 1 X X X X X 0 0 0 0 0 1 0 1 0 DARLENE SCHUSTER EXECUTIVE DIR. & CEO 383513 0 17272 0 22376 0 32779 0 35561 0 491501 0 0 0 SHAKEEL KADRI EXECUTIVE DIR. & CEO, CCPS 306795 0 55953 0 27416 0 42136 0 38930 0 471230 0 0 0 BARBARA VALENTINE CHIEF FINANCIAL OFFICER 296821 0 69382 0 1548 0 42057 0 40280 0 450088 0 0 0 LISA LANZKOWSKY CHIEF DEVELOPMENT OFFICER 242265 0 29108 0 1548 0 41768 0 57710 0 372399 0 0 0 ANIL GOKHALE SR. DIR. CCPS PROJECTS 223180 0 20496 0 4572 0 29684 0 29599 0 307531 0 0 0 IGNASI PALOU-RIVERA EXE. DIR. AND CHIEF TECHNO 200738 0 18316 0 1548 0 26684 0 44385 0 291671 0 0 0 AMIT GUPTA CHIEF INFORMATION OFFICER 235301 0 20870 0 828 0 30748 0 2857 0 290604 0 0 0 LOUISA NARA GLOBAL CCPS TECHNICAL DIR 194143 0 11883 0 4572 0 23292 0 31702 0 265592 0 0 0 LUCIA MATTHEW CONTROLLER 195321 0 15615 0 4572 0 24300 0 19009 0 258817 0 0 0 WENDY YOUNG SR DIR. INS. FOR ILI 202233 0 9834 0 540 0 24826 0 16258 0 253691 0 0 0 MICHELLE BRYNER SR DIR. PUBLICATIONS & BUS 191863 0 17308 0 828 0 23861 0 19467 0 253327 0 0 0 EVAN FLACH SR. DIR. CONFERENCES 203413 0 13167 0 288 0 24913 0 10625 0 252406 0 0 0 JAMAL SALIM SENIOR DIRECTOR, PEOPLE & TALENT 195140 0 5000 0 360 0 8394 0 24944 0 233838 0 0 0 GINA GATTO CHIEF OF EXTERNAL ENGAGEMENT 162420 0 9216 0 301 0 18246 0 18431 0 208614 0 0 0 PART I, LINE 6 THE ORGANIZATION PAID BONUSES CONTINGENT ON THE NET EARNINGS (CHANGE IN NET ASSETS FROM OPERATIONS) OF THE ORGANIZATION. PART I, LINE 7 THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS BASED UPON THE PERFORMANCE OF THE ORGANIZATION EVALUATED AGAINST AN ANNUAL SCORECARD OF GOALS. PART I, QUESTION #1A: THE ORGANIZATION MAKES PAYMENTS FOR HOUSING ALLOWANCES TO SPECIFIC EMPLOYEES AS CONTRACTED. THOSE AMOUNTS ARE REPORTED IN PART II, COLUMN (III) AS PART OF OTHER COMPENSATION. LISA LANZKOWSKY KEY EMPLOYEE 260101 THE ORGANIZATIONS USES THE SERVICES OF THE DRINK AGENCY OWNED BY A FAMILY MEMBER OF LISA LANZKOWSKY. AMERICAN INSITUTE OF CHEMICAL ENGINEERS COMPENSATED THE AGENCY $260,101. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS OVER 51,000 MEMBERS. THERE ARE NO STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS, THE ORGANIZATION'S GOVERNING BODY, IS ELECTED BY GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 AND ALL ASSOCIATED SCHEDULES ARE FIRST REVIEWED BY STAFF (EXECUTIVE DIRECTOR & CEO, CHIEF FINANCIAL OFFICER AND CONTROLLER). NEXT, ALL DOCUMENTS ARE POSTED TO THE BOARD PORTAL, AND THE BOARD MEMBERS ARE NOTIFIED THAT THE DOCUMENTS HAVE BEEN UPLOADED. BOARD MEMBERS ARE REQUESTED TO INDICATE VIA EMAIL THEY HAVE READ THE FORM 990, AND EITHER HAVE NO CONCERNS, OR QUESTIONS OR COMMENTS ARE RAISED. THE EMAIL IS SHARED WITH THE TREASURER, CONTROLLER AND THE CFO. THE CONTROLLER ADDRESSES ISSUES AND COORDINATES MODIFICATIONS AS REQUIRED. THE TREASURER IS INFORMED OF MODIFICATIONS, AND THE TREASURER AND CHAIR OF THE AUDIT COMMITTEE THEN GIVE THE FINAL APPROVAL TO THE CFO TO FILE THE FORM 990. THE DOCUMENTS ARE THEN FILED WITH THE IRS AND THE FILED DOCUMENTS ARE POSTED TO THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD OFFICERS AND DIRECTORS, AND SENIOR AICHE STAFF, INCLUDING ALL KEY EMPLOYEES, REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN A FORM INDICATING THAT THEY UNDERSTAND THE POLICY AND WILL ADHERE TO IT WHILE ENGAGED IN ACTIVITIES WITH AICHE. ALL EXCEPTIONS ARE NOTED AND DESCRIBED. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE, WHICH IS THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PLUS 2 PAST PRESIDENTS, REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR & CEO. AN EXTERNAL COMPENSATION ORGANIZATION IS HIRED TO PERFORM COMPARABILITY STUDIES ON A ROLLING BASIS EVERY 3-4 YEARS. THE COMPENSATION COMMITTEE REVIEWS THE COMPARABILITY REPORT OF THE EXECUTIVE DIRECTOR & CEO AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR & CEO. THE COMPENSATION COMMITTEE PROVIDES REPORTS TO THE AICHE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR & CEO IS RESPONSIBLE FOR SETTING COMPENSATION OF ALL STAFF. THE EXECUTIVE DIRECTOR & CEO UTILIZES THIRD PARTY COMPENSATION BENCHMARKING STUDIES TO CONFIRM THAT COMPENSATION IS WITHIN GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) GOVERNING DOCUMENTS (CONSTITUTION AND BYLAWS) ARE POSTED ON THE AICHE WEBSITE (WWW.AICHE.ORG); 2) CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE WEBSITE; 3) AUDITED FINANCIAL STATEMENTS ARE AVAILABLE BOTH IN SUMMARY AND COMPLETE VERSIONS ON THE WEBSITE, AND ARE PROVIDED ON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL DEES: PROGRAM SERVICE EXPENSES 4,910,594. MANAGEMENT AND GENERAL EXPENSES 505,003. FUNDRAISING EXPENSES 260,297. TOTAL EXPENSES 5,675,894. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 933,109. POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST -74,886. OTHER COMPONENTS OF NET PERIODIC PENSION COSTS -403,920. OTHER COMPONENTS RELATED TO NET PERIODIC POSTRETIREMENT COST 45,568. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.