2024-11-15T10:59:55-06:00 2023-12-31 521073331 DEMBO JONES PC 6116 EXECUTIVE BLVD SUITE 500 NORTH BETHESDA MD 20852 990 2023-01-01 810611307 ASSOCIATION OF WATER TECHNOLOGIES ASSO 3017401421 1300 PICCARD DRIVE SUITE LL 14 ROCKVILLE MD 20850 CRAIG BODENMILLER TREASURER 3017401421 2024-11-15 1 1 JOSHUA G DZYAK CPA P01398949 3017705100 2023 2024-10-15 13:58:12Z MICHELLE LUNN 1300 PICCARD DRIVE SUITE LL 14 ROCKVILLE MD 20850 3992168 0 X WWW.AWT.ORG X 1985 VA AWT SERVES ITS MEMBER FIRMS BY PROVIDING TRAINING, CERTIFICATION, NETWORKING AND REGULATORY INFO. 10 10 0 65 218196 8150 0 0 1667875 2016201 -48036 35875 134269 167253 1754108 2219329 0 0 0 0 0 0 0 0 0 2048470 2168884 2048470 2168884 -294362 50445 1620347 1583600 667075 541323 953272 1042277 TO PROMOTE THE VIABILITY, GROWTH AND DEVELOPMENT OF OUR MEMBERS BY BEING THE PREMIER WATER TECHNOLOGY AND BUSINESS RESOURCE IN THE INDUSTRY. 0 0 ANNUAL CONVENTION & EXPOSITION - THE GOAL OF THE ANNUAL CONVENTION & EXPOSITION IS: THE CONVENTION WILL BE A FINANCIALLY SUCCESSFUL FORUM WHERE (A) NETWORKING AMONG MEMBERS AND BETWEEN VENDORS OCCURS AND (B) THE BEST AND HIGHLY RELEVANT TECHNICAL PAPERS ARE PRESENTED. THE 2023 ANNUAL MEETING WAS HELD IN WHICH OVER 30 TECHNICAL AND BUSINESS SESSIONS WERE HELD. THE ANNUAL MEETING PROVIDES FIRST CLASS NETWORKING OPPORTUNITIES, DISCUSSIONS, SESSIONS ON THE LATEST TECHNOLOGIES AND OPPORTUNITIES TO MEET WITH SUPPLIERS AND OTHER EXPERTS IN THE INDUSTRY. OVER 800 INDIVIDUALS ATTEND THE ANNUAL CONVENTION. AT THE 2023 CONVENTION, ATTENDEES LEARNED ABOUT BIOCIDES, COOLING WATER, LEGIONELLNA AND WASTEWATER. AWT RECOGNIZES EXCELLENCE IN THE INDUSTRY THROUGH OUR RAY BAUM MEMORIAL AWARD AND THE SUPPLIER OF THE YEAR AWARD. COMMUNICATIONS - THE GOALS OF THE ANALYST PUBLICATION AND AWT COMMUNICATIONS ARE: THE ANALYST IS THE MAGAZINE IN THE WATER TREATMENT INDUSTRY THAT EVERYONE READS AS THE VOICE FOR ALL WATER TREATMENT. THE ANALYST AND OTHER AWT COMMUNICATIONS PROVIDE READERS A WEALTH OF TECHNICAL KNOWLEDGE AND FEATURES ARTICLES FROM THE INDUSTRY'S LEADING EXPERTS. THE ANALYST IS DISTRIBUTED FOUR TIMES PER YEAR. AWT ALSO COMMUNICATES WITH MEMBERS AT LEAST ON A MONTHLY BASIS THROUGH E-COMMUNICATIONS AND OUR GRAM E-BLASTS ON A VARIETY OF WATER TREATEMENT TOPICS. EDUCATION/TECHNICAL TRAINING SEMINARS - THE GOAL OF THE AWT TECHNICAL TRAINING SEMINARS IS: AWT WILL BE VIEWED AS THE PREMIER SOURCE FOR TRAINING AND THE STANDARD FOR EDUCATION IN THE INDUSTRY. AWT LEADS THE INDUSTRY AS THE BEST SOURCE FOR TECHNICAL TRAINING AND CERTIFICATION. TWO TECHNICAL TRAINING MEETINGS WERE HELD IN 2023 (EAST/WEST COAST LOCATIONS). THE TOTAL NUMBER OF ATTENDEES WAS APPROXIMATELY 150 INDIVIDUALS. THERE WERE 14 EDUCATIONAL SESSIONS AT EACH SEMINAR. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 1 1 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATT COFFINDAFFER 3017401421 1300 PICCARD DRIVE SUITE LL 14 ROCKVILLE MD 20850 X NOAH BASKIN PRESIDENT 4.00 X X 0 0 0 JOHN CALORITIS PRESIDENT-ELECT 4.00 X X 0 0 0 KYLE ROSSI SECRETARY 4.00 X X 0 0 0 CRAIG BODENMILLER TREASURER 2.00 X X 0 0 0 STEPHEN HALLIER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MATTHEW COFFINDAFFER EXECUTIVE DIRECTOR 20.00 X X 0 0 0 TAMMY FABER DIRECTOR 2.00 X 0 0 0 DERRICK VANDENBERG DIRECTOR 2.00 X 0 0 0 GREG GEHRKE DIRECTOR 2.00 X 0 0 0 PAM SIMMONS SUPPLIER REPRESENTATIVE 2.00 X 0 0 0 0 0 0 0 0 0 1 MANAGEMENT SOLUTIONS PLUS 1300 PICCARD DRIVE SUITE LL 14 ROCKVILLE MD 20850 MANAGEMENT COMPANY FOR THE ASSOCIATION 675000 AMERICAN AUDIO VISUAL 505 W PENSACOLA ST TALLAHASSEE FL 32301 AUDIO VISUAL 107621 2 ANNUAL MEETING 561499 879185 879185 MEMBERSHIP DUES 541900 531697 531697 TECHNICAL TRAINING 611430 374521 374521 MAGAZINE 541800 208046 208046 CERTIFICATION 541900 22752 22752 2016201 46549 46549 1751888 1762562 -10674 -10674 -10674 142970 10277 132693 132693 MISCELLANEOUS 900099 24410 24410 WEBSITE ADVERTISING 541800 10150 10150 34560 2219329 1965258 218196 35875 675000 3600 20950 106725 6659 204293 96273 164388 701530 22733 17294 COMMISSIONS 67896 BANK FEES 52557 MISCELLANEOUS 28986 2168884 534901 463248 116705 131302 62271 62271 137114 121227 7085 7085 0 0 692633 751562 76723 53990 1620347 1583600 103185 175300 563890 366023 667075 541323 X 953272 1042277 953272 1042277 1620347 1583600 50445 57273 -8264 -10449 0 X X 0 1 X 1 0 1 1 0 7085 7085 0 0 X 2278615 57273 10277 67550 2211065 8264 8264 2219329 2179161 10277 10277 2168884 0 2168884 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. INCOME TAXES ARE PAYABLE ONLY ON BUSINESS ACTIVITY INCOME UNRELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF IT IS MORE LIKELY THAN NOT THAT UNCERTAIN TAX POSITIONS TAKEN WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE ASSOCIATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GENERALLY, THE ASSOCIATION'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL AND STATE EXAMINATION PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED ON PART VIII LINE 10B PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED ON PART VIII LINE 10B PART VIII, LINE 10B THE COST OF PUBLICATIONS SOLD IS SUBTRACTED FROM PUBLICATION REVENUE IN PART VIII, LINE 10B. THEREFORE, THIS IS A RECONCILING ITEM FOR TOTAL REVENUE AND TOTAL EXPENSE FOR THE FINANCIAL STATEMENTS VERSUS THE IRS FORM 990. 0 0 0 FORM 990, PART VII, LINE 5 THE BOARD IS A VOLUNTEER BOARD AND IS NOT COMPENSATED. THE ORGANIZATION HAS NO EMPLOYEES AND CONTRACTS WITH A THIRD PARTY MANAGEMENT COMPANY TO PERFORM THE ADMINISTRATIVE AND MANAGERIAL FUNCTIONS TRADITIONALLY PERFORMED BY EMPLOYEES. THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE MANAGEMENT COMPANY AND IS ONLY COMPENSATED BY THE MANAGEMENT COMPNAY AT ITS FULL DISCRETION. THE ORGANIZATION HAS NO CONTROL OVER THAT COMPENSATION. THE EXECUTIVE COMMITTEE EVALUATES THE WORK OF THE MANAGEMENT COMPANY AND REVIEWS THE CONTRACT FEE PAID AT LEAST ANNUALLY. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION CONTRACTS WITH A MANAGEMENT COMPANY TO PROVIDE AN EXECUTIVE DIRECTOR AND OTHER STAFF TO RUN THE OPERATIONS OF THE ASSOCIATION. THEIR WORK AND PERFORMANCE IS CLOSELY MONITORED BY THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS VOTE FOR THE BOARD ONCE A YEAR. THE BOARD IS ELECTED BY THE MEMBERSHIP. THE BOARD ACTS ON BEHALF OF THE MEMBERSHIP AND THE ASSOCIATION. THE BYLAWS AND ARTICLES OF INCORPORATION GOVERN THE VOTING RIGHTS AND ISSUES TO BE VOTED ON BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE FOR THE BOARD ONCE A YEAR. AWT SENDS OUT A LIST OF BOARD NOMINEES AND MEMBERS VOTE, BY MAIL, FOR THE BOARD MEMBERS. THIS HAPPENS APPROXIMATELY 4 MONTHS BEFORE THE CONVENTION. THE BOARD THEN VOTES FOR THE OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE FOR THE BOARD ONCE A YEAR. AWT SENDS OUT A LIST OF BOARD NOMINEES AND MEMBERS VOTE, BY MAIL, FOR THE BOARD MEMBERS. THIS HAPPENS APPROXIMATELY 4 MONTHS BEFORE THE CONVENTION. THE BOARD THEN VOTES FOR THE OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE EXECUTIVE DIRECTOR AND THE TREASURER GET A COPY OF THE 990 TO REVIEW. AT THIS TIME THEY CAN ASK QUESTIONS AND CHANGES CAN BE MADE TO THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE DISCUSSED AT EACH BOARD MEETING AND ADHERENCE TO THE POLICIES IS DISCUSSED AND AFFIRMED. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION IS MANAGED BY A MANAGEMENT COMPANY. THE BOARD PERFORMED A THOROUGH EVALUATON AFTER A REQUEST FOR PROPOSAL PROCESS TO SELECT THE FIRM. RENEWALS ARE APPROVED BY THE BOARD AFTER CAREFUL EVALUATION OF THE MANAGMENT COMPANY'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 AWT GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST, AND ARE AVAILABLE ON THE MEMBERS ONLY SECTION OF THE AWT WEBSITE. FORM 990, PART XII, LINE 2C: AWT HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS FROM PRIOR YEAR.