2024-10-28T08:55:53-05:00 2023-12-31 113266576 GRASSI & CO CPA'S PC 750 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 990 2023-01-01 136151807 AMERICAN AUSTRALIAN ASSOCIATION AMER 2123386860 600 THIRD AVE 34 FLOOR NEW YORK NY 10016 JOHN BERRY PRESIDENT 2123386860 2024-09-09 1 1 DAVID ROTTKAMP P01303468 2126616166 2023 2024-10-15 13:58:12Z JOHN BERRY 600 THIRD AVE 34 FLOOR NEW YORK NY 10016 12742881 0 X WWW.AMERICANAUSTRALIAN.ORG X 1948 NY THE AMERICAN AUSTRAILIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES. 15 15 55 15 0 0 8594973 4071749 0 0 467726 749299 -562440 -1120451 8500259 3700597 1069563 1555452 0 0 1702998 1841896 0 0 614973 1352031 2011103 4124592 5408451 4375667 -1707854 30305261 26229905 11582433 7737158 18722828 18492747 X THE AMERICAN AUSTRALIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES. 0 0 1374277 946000 THE EDUCATIONAL PLATFORM FOCUSES ON AAA'S COMMITMENT TO HELPING ADVANCE GRADUATE EDUCATION AND OUR COUNTRIES' ABILITY TO UNLOCK NEW SOLUTIONS TO CHALLENGES AS WELL AS IMPROVING THE QUALITY OF LIFE FOR OUR CITIZENS. 844382 369452 THE ARTS PLATFORM FOCUSES ON EMERGING AMERICAN, NATIVE AMERICAN, AUSTRALIAN AND INDIGENOUS AUSTRALIAN ARTISTS AND ASSISTING WITH ADVANCING IN STUDY OR TO UNDERTAKE ARTISTIC DEVELOPMENT IN EACH OTHER'S COUNTRIES RESPECTIVELY. 809951 THE LOCAL INITIATIVES FOCUSES ON MEMBERSHIP GROWTH, LOCAL ENGAGEMENT INTHE BUSINESS COMMUNITY AND MAINTAINING AND GROWING MEMBERSHIP. 634113 240000 THE VETERAN PLATFORM FOCUSES ON AAA'S COMMITMENT TO INVESTING IN THE FUTURE OF HONORABLY DISCHARGED AMERICAN AND AUSTRALIAN VETERANS BY SUPPORTING EDUCATIONAL OPPORTUNITIES WHICH BUILD NEW SKILLS AND CREATE PROSPEROUS POST-MILITARY CAREERS. 214352 REGIONAL ENCOMPASSES OUR NEW YORK, NEW ENGLAND, DC AND AUSTRALIAN ACTIVITIES. THIS INCLUDES FUNDRAISING, SCHOLARSHIP AND BUSINESS/GOVERNEMNT PANELS AND DISCUSSION IN THOSE LOCATIONS. 277482 THE UNITED STATES STUDIES CENTER FUND ("USSC") IS DESIGNATED FOR APPROVED EXPENDITURES ONBEHALF OF THE UNITED STATES STUDY CENTER, A UNIVERSITY-BASED RESEARCH CENTER, DEDICATED TO THE RIGOROUS ANALYSIS OF AMERICAN FOREIGN POLICY, POLITICS AND CULTURE. 1125947 240000 4154557 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X THE AMERICAN AUSTRALIAN ASSOCIATION INC 2123386860 600 THIRD AVE 34 FLOOR NEW YORK NY 10016 JOHN BERRY PRESIDENT 40.00 X X 593150 0 5063 CRAIG E CHAPMAN ESQ CHAIRMAN 0.50 X X 0 0 0 LEILA SMITH VICE CHAIR (STARTED 6/23) 0.50 X X 0 0 0 MELISSA BABBAGE VICE CHAIR (ENDED 3/23) 0.50 X X 0 0 0 JACQUI SPENCE TREASURER 0.50 X X 0 0 0 SHANNON MARSHALL SECRETARY 0.50 X X 0 0 0 CHARLES R GRANT DIRECTOR 0.50 X 0 0 0 CLAIRE JOHNSTON DIRECTOR (STARTED 6/23) 0.50 X 0 0 0 DAMIAN EALES DIRECTOR 0.50 X 0 0 0 DAVID LAROSE DIRECTOR 0.50 X 0 0 0 DENIS HICKEY DIRECTOR (ENDED 3/23) 0.50 X 0 0 0 DAVE PERRY DIRECTOR (ENDED 3/23) 0.50 X 0 0 0 KATE VALE DIRECTOR 0.50 X 0 0 0 NICK STONE DIRECTOR (STARTED 6/23) 0.50 X 0 0 0 ORONZO MICCOLI DIRECTOR (STARTED 6/23) 0.50 X 0 0 0 SAMANTHA SCHOEN DIRECTOR 0.50 X 0 0 0 SARAH BESHAR DIRECTOR 0.50 X 0 0 0 SARA MCKERIHAN DIRECTOR 0.50 X 0 0 0 STEPHEN THOMPSON DIRECTOR (ENDED 3/23) 0.50 X 0 0 0 TANIA YUKI DIRECTOR 0.50 X 0 0 0 MICHAEL LEAHY DIRECTOR OF FINANCE (STARTED 7/23) 40.00 X 59325 0 4008 SAM HAWKINS DIRECTOR OF FINANCE (ENDED 5/23) 40.00 X 46980 0 0 ERIN GRAY SVP BUSINESS ENGAGEMENT, P 40.00 X 172200 0 35975 LIBBI SWAN CHIEF OPERATING OFFICER 40.00 X 181664 0 15556 LAURA LEVENTHAL DIRECTOR OF PARTNERSHIPS, 40.00 X 123800 0 17554 ROLLETTE LUSANTA DIRECTOR OF TECHNOLOGY 40.00 X 127930 0 38277 1305049 0 116433 5 0 1 0 0 262455 3248275 561019 4071749 643151 643151 45620 0 45620 45620 45620 7744412 7638264 106148 106148 106148 237949 3248275 1404020 -1166071 -1166071 3700597 0 0 -371152 117618 117618 844701 844701 593133 593133 708525 334155 105175 269195 900321 650599 86225 163497 131720 101962 16333 13425 101330 77322 12706 11302 34610 34610 40551 40551 136770 81062 21433 34275 140974 36365 104609 640500 489383 79584 71533 26777 1898 24879 463327 354012 57569 51746 25164 25164 USSC EXPENSES 273250 273250 GENERAL EVENT & EXPENSE 177460 177460 BUSINESS EXPENSES 43840 21637 22203 7880 7880 5408451 4154557 638921 614973 701720 397487 962772 387929 1731357 1388419 387000 350550 3538196 493247 2380751 3044949 19105467 16161977 5036194 4498594 30305261 26229905 1761708 34944 2204077 2167242 971417 452834 991845 5653386 5082138 11582433 7737158 X 12494651 14267094 6228177 4225653 18722828 18492747 30305261 26229905 -1707854 1477773 0 X X 0 1 X 1 0 X 3730657 5609361 5473029 8594973 4084629 27492649 3730657 5609361 5473029 8594973 4084629 27492649 8309724 19182925 237792 300982 310703 395932 688431 1933840 -338324 -246733 -464413 -569640 -1178951 -2798061 26628428 0.72040 0.72640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME OR LOSS FROM FUNDRAISING EVENTS - 2019 AMOUNT: $ -338,324. 2020 AMOUNT: $ -246,733. 2021 AMOUNT: $ -464,413. 2022 AMOUNT: $ -569,640. 2023 AMOUNT: $ -1,178,951. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2739097 260239 2478858 799099 233008 566091 3044949 RIGHT OF USE ASSET - OPERATING LEASE 4498594 4498594 OPERATING LEASE LIABILITY 5082138 5082138 X 5137819 1477773 1477773 3660046 40551 40551 3700597 5367900 0 5367900 40551 40551 5408451 PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2020. 1 EAST ASIA AND THE PACIFIC 1 GRANTS TO RECIPIENTS GRANT MAKING 593133 0 1 0 0 0 1 593133 0 593133 EAST ASIA AND THE PACIFIC AAA LTD - SCHOLAR SUPPORT 20000 WIRE 0 EAST ASIA AND THE PACIFIC QLB BALLET - SCHOLARSHIP 8550 WIRE 0 EAST ASIA AND THE PACIFIC HAYDYN ENSEMBLE - US TRIP 60000 WIRE 0 1 2 EDUCATION GRANTS EAST ASIA AND THE PACIFIC 17 391855 WIRE ARTS GRANTS EAST ASIA AND THE PACIFIC 1 7563 WIRE VETERAN GRANTS EAST ASIA AND THE PACIFIC 7 193715 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION RECEIVES THE TUITION INVOICES AND MAKES PAYMENT DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. SCHOLARS WHO RECEIVE THE FUNDS DIRECTLY, PROVIDE A BREAKDOWN OF DETERMINED USE OF FUNDS FOR LIVING EXPENSES, VISAS, TRAVEL, TUITION AND ANY OTHER ASSOCIATED EDUCATIONAL OR RESEARCH COSTS. BENEFIT DINNER 1566000 1433175 132825 205425 2600 129831 ARTS GALA 737180 663100 74080 4288 295623 108692 1152 26155 3 1183044 1152000 31044 437459 111045 37717 44033 3486224 3248275 237949 4288 938507 222337 38869 200019 1404020 -1166071 1 AUSTRALIAN FASHION FOUNDATION 767 FIFTH AVENUE 12TH FLOOR NEW YORK NY 10153 814644955 501(C)3 75902 0 PROGRAM SUPPORT AUSTRALIAN THEATRE FESTIVAL NYC 430 E83RD ST APT 2B NEW YORK NY 10028 932405905 501(C)3 10000 0 DONATION TO THE 2023 AUSTRALIAN THEATRE FESTIVAL NYC 2 0 EDUCATION GRANTS 27 520877 VETERANS GRANTS 4 105733 ARTS GRANTS 27 218091 PART I, LINE 2: GENERALLY THE ORGANIZATION RECEIVES THE TUITION INVOICES & MAKES PAYMENT DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. THOSE WHO RECEIVE THE FUNDS DIRECTLY PROVIDE A BREAKDOWN OF DETERMINED USE OF FUNDS FOR LIVING EXPENSES, VISAS, TRAVEL, TUITION, AND ANY OTHER ASSOCIATED EDUCATIONAL OR RESEARCH COSTS. X X 0 0 0 0 0 0 0 1 0 JOHN BERRY PRESIDENT 393150 0 200000 0 0 0 0 0 5063 0 598213 0 0 0 ERIN GRAY SVP BUSINESS ENGAGEMENT, P 132200 0 40000 0 0 0 0 0 35975 0 208175 0 0 0 LIBBI SWAN CHIEF OPERATING OFFICER 141664 0 40000 0 0 0 0 0 15556 0 197220 0 0 0 ROLLETTE LUSANTA DIRECTOR OF TECHNOLOGY 107930 0 20000 0 0 0 0 0 38277 0 166207 0 0 0 PART I, LINE 7 THE ORGANIZATION'S BOARD APPROVES THE BONUSES AWARDED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS BOTH CORPORATE AND INDIVIDUAL MEMEBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ORGANIZATIONS ELECT THE BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS. ONCE COMPLETED, A DRAFT OF THE FORM 990 IS REVIEWED BY THE PRESIDENT, TREASURER AND FINANCE MANAGER IN CONJUNCTION WITH THE AUDITORS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A INDEPENDENT CONSULTANTS ENGAGE TO PERFORM A REVIEW & PROVIDE ANALYSIS OF COMPARABLE COMPENSATION & MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD THEN UTILIZES SUCH INFORMATION & RECOMMENDATIONS TO DETERMINE APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE LIST OF THE BOARD OF DIRECTORS IS LISTED ON THE ASSOCIATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.