2025-02-17T15:48:30-06:00 2024-03-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-04-01 530217158 AGA AGA 7036846931 2208 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 ANN M EBBERTS CEO 7036846931 2025-02-17 1 1 AARON M FOX P01365820 2022274000 2025-02-17 2023 2025-03-06 01:10:19Z ANN M EBBERTS 2208 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 8676147 0 X WWW.AGACGFM.ORG X 1950 DC AGA IS THE MEMBER ORGANIZATION FOR GOVERNMENT FINANCIAL MANAGEMENT PROFESSIONALS, PRIVATE SECTOR FINANCIAL PROFESSIONALS, AND ACADEMICS IN THE FINANCIAL FIELD. 9 9 19 800 81445 0 32300 28469 6761739 7784218 44096 250999 151253 83573 6989388 8147259 85218 85673 0 0 2706520 2677377 0 0 0 4014993 5115427 6806731 7878477 182657 268782 8190647 8341504 2666822 2466830 5523825 5874674 X AGA FOSTERS LEARNING, CERTIFICATION, LEADERSHIP AND COLLABORATION FOR PROFESSIONALS AND STAKEHOLDERS COMMITTED TO ADVANCING GOVERNMENT ACCOUNTABILITY AS WELL AS TRANSPARENCY TO ITS CITIZENS. 0 0 3575407 4231914 CONFERENCES - PROFESSIONAL DEVELOPMENT COURSES FOR GOVERNMENT ACCOUNTANTS AND REGIONAL WORKSHOPS. 990561 58000 1708937 MEMBERSHIP SERVICES - NETWORKING, PROFESSIONAL DEVELOPMENT, PUBLICATIONS, AND TRAINING AND CAREER RESOURCES. 323722 476208 CPAG - AGA'S CORPORATE PARTNER ADVISORY GROUP (CPAG) IS A GROUP OF ORGANIZATIONS INTERESTED IN SEEKING AN IDENTITY WITH A RESPECTED NON-PARTISAN, NOT-FOR-PROFIT ORGANIZATION. BEING A CORPORATE PARTNER OFFERS OPPORTUNITY FOR INCREASED NATIONAL VISIBILITY, AND IDENTIFICATION WITH FISCAL TRANSPARENCY AND ACCOUNTABILITY INITIATIVES. CORPORATE PARTNERS ARE RECOGNIZED AS MAJOR CONTRIBUTORS TO THE VALUE AND SUCCESS OF AGA AND THE COMMUNITY AT LARGE.OUR CORPORATE PARTNERS INCLUDE PUBLIC ACCOUNTING FIRMS, MAJOR SYSTEM INTEGRATORS, IT COMPANIES, MANAGEMENT CONSULTING FIRMS, FINANCIAL SERVICES ORGANIZATIONS, AND EDUCATION AND TRAINING COMPANIES.CPAG MEMBER FIRMS SUPPORT AGA IN SEVERAL WAYS:- BY SPONSORING KEY EVENTS LIKE PDT, NLT, IC & FRAUD, AND TTS- BY SPONSORING KEY RESEARCH EFFORTS SUCH AS THE ANNUAL IG SURVEY, CFO SURVEY, AND OTHER RESEARCH REPORTS THAT BENEFIT THE BROAD GOVERNMENT COMMUNITY.- BY PARTICIPATING IN TECHNICAL COMMITTEES THAT SUPPORT AGA IN IDENTIFYING QUALIFIED SPEAKERS AND DEVELOPING PANELS FOR EDUCATIONAL SESSIONS, WEBINARS, PODCASTS- BY SUPPORTING OUR DEFENSE COMMITTEE, ACCOUNTING AND AUDITING COMMITTEE, TECHNOLOGY COMMITTEE, AND PERFORMANCE COMMITTEES TO WORK TOGETHER AND WITH AGA LEADERS TO IDENTIFY POSSIBLE SOLUTIONS TO GOVERNMENT CHALLENGES 1686100 27673 52797 1686100 27673 52797 6575790 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 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 0 0 0 1 21 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 1 1 0 0 VA X ANN M EBBERTS 7036846931 2208 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 MELINDA MIGUEL NATIONAL PRESIDENT - UNTIL 06/23 1.00 X X 0 0 0 GWENDOLYN SYKES NATIONAL PRESIDENT - AS OF 07/23 1.00 X X 0 0 0 SUZANNE BUMP DIRECTOR AT-LARGE - UNTIL 06/23 1.00 X 0 0 0 TONY SCARDINO DIRECTOR AT-LARGE - UNTIL 06/23 1.00 X 0 0 0 SAM LORD DIRECTOR FOR AREA 1 - UNTIL 06/23 1.00 X 0 0 0 MISTY SCHUCK DIRECTOR FOR AREA 2 - UNTIL 06/23 1.00 X 0 0 0 TIFFANI DORSA DIRECTOR FOR AREA 4 - UNTIL 06/23 1.00 X 0 0 0 ANDREW STOVICH DIRECTOR FOR AREA 5 - UNTIL 06/23 1.00 X 0 0 0 ANGELA MCELRATH-PROSSER DIRECTOR FOR AREA 6 - UNTIL 06/23 1.00 X 0 0 0 SHELLY ANN TALEPOROS DIRECTOR FOR AREA 7 - UNTIL 06/23 1.00 X 0 0 0 JOHNNY RAMSEY DIRECTOR FOR AREA 8 - UNTIL 06/23 1.00 X 0 0 0 RAQUENEL JACKSON PROF. CERT. CHAIR - UNTIL 06/23 1.00 X 0 0 0 DAVID FITZ CPAG CHAIR - UNTIL 06/23 1.00 X 0 0 0 DAVE ZAVADA CPAG CHAIR - UNTIL 06/23 1.00 X 0 0 0 FRANK PETERSEN NATL PRESIDENT-ELECT - AS OF 07/23 1.00 X 0 0 0 MICHELLE YANOK NATL TREASURER-ELECT - AS OF 07/23 1.00 X 0 0 0 PILAR PANGELINAN DIRECTOR FOR AREA 2 - AS OF 07/23 1.00 X 0 0 0 NICOLE BOSWELL DIRECTOR FOR AREA 4 - AS OF 07/23 1.00 X 0 0 0 HOLLY WORMSLEY DIRECTOR FOR AREA 6 - AS OF 07/23 1.00 X 0 0 0 NICHOLAS GARRARD DIRECTOR FOR AREA 8 - AS OF 07/23 1.00 X 0 0 0 RACHELLE CABADING DIRECTOR (AT-LARGE) - AS OF 07/23 1.00 X 0 0 0 CARTER GRIGGS VICK PROF. CERT. CHAIR - AS OF 07/23 1.00 X 0 0 0 ANN EBBERTS CHIEF EXECUTIVE OFFICER 40.00 X 330052 0 34946 SUSAN FRITZLEN CHIEF OPERATING OFFICER 40.00 X 225287 0 26311 EKATERINA SILVER DIR. OF PROFESSIONAL CERT. 37.50 X 162479 0 18993 JEROME BRUCE DIR. OF MEETINGS AND EXPOS 37.50 X 151500 0 19895 LYNDSAY MCKEOWN SR. MANAGER, MARKETING & DESIGN 37.50 X 122317 0 15889 KIM JONES SR. PROG. MANAGER, CGFM & EDUC. 37.50 X 103588 0 9303 1095223 0 125337 6 0 1 0 0 28469 28469 EDUCATION PROGRAMS 611710 5993524 4765957 1227567 MEMBERSHIP DUES 611710 1140549 1140549 CGFM COURSES 611710 381807 381807 CEAR PROGRAM 611710 222500 172500 50000 PUBLICATION & JOURNAL 541800 45838 9043 36795 7784218 250999 250999 26614 26614 528888 528888 0 JOB BOARD POSTINGS 561300 44650 44650 MISCELLANEOUS 900099 12309 12309 56959 8147259 6469856 81445 1567489 27673 27673 58000 58000 624350 300654 323696 1545721 1444344 101377 91068 84995 6073 407223 402532 4691 9015 7331 1684 998018 365358 632660 56288 46656 9632 314379 312884 1495 3198170 3025957 172213 42584 1216 41368 MERCHANT FEES 246521 238723 7798 PRINTING & PUBLICATIONS 157004 157004 EXAM UPDATES 85697 85697 LEADERSHIP AWARDS 16766 16766 7878477 6575790 1302687 0 450087 3157128 4932325 2300018 179708 71786 284590 153722 1600774 1315519 280315 285255 2052458 2362129 11164 11466 8190647 8341504 702287 541365 1964535 1925465 2666822 2466830 X 5450530 5805764 73295 68910 5523825 5874674 8190647 8341504 268782 82067 0 X 0 1 X 1 0 X 33172 449803 39453 32300 28469 583197 5693458 4386546 4816683 5761104 6469856 27127647 961750 507714 672550 944500 1277567 4364081 6688380 5344063 5528686 6737904 7775892 32074925 0 178949 79168 87015 126467 60351 531950 178949 79168 87015 126467 60351 531950 31542975 128632 60554 46370 76362 277613 589531 128632 60554 46370 76362 277613 589531 4572 162 67932 12309 84975 6821584 5404779 5575056 6882198 8065814 32749431 0.96320 0.97080 0.01800 0.01150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 4,572. 2020 AMOUNT: $ 162. 2022 AMOUNT: $ 67,932. 2023 AMOUNT: $ 12,309. 135198 135198 1112962 1062838 50124 22234 21708 526 330380 230973 99407 285255 CERTIFICATES OF DEPOSIT 2362129 F 2362129 X 8229326 82067 82067 8147259 0 8147259 7878477 0 7878477 0 7878477 PART X, LINE 2: AGA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED MARCH 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 133039601 501(C)(3) 5804 0 GENERAL OPERATING SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5804 0 GENERAL OPERATING SUPPORT WOUNDED WARRIOR PROJECT 4899 BELFORT RD 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 5804 0 GENERAL OPERATING SUPPORT 3 0 SCHOLARSHIPS - COLLEGE TUITION 16 48000 GOVERNMENT FINANCE CASE CHALLENGE AWARDS 10 10000 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED FOR COLLEGE TUITION AT SCHOOLS AND UNIVERSITIES IN THE U.S. AND THE FUNDS ARE SENT DIRECTLY TO THE INSTITUTIONS. OTHER GRANTS ARE GENERAL OPERATING SUPPORT AND USAGE IS MONITORED THROUGH PERIODIC REVIEW OF THE ORGANIZATIONS FINANCIAL IMPACT REPORT. X X X 0 0 0 0 0 0 0 1 0 ANN EBBERTS CHIEF EXECUTIVE OFFICER 306052 0 24000 0 0 0 20701 0 14245 0 364998 0 0 0 SUSAN FRITZLEN CHIEF OPERATING OFFICER 220287 0 5000 0 0 0 14031 0 12280 0 251598 0 0 0 EKATERINA SILVER DIR. OF PROFESSIONAL CERT. 159479 0 3000 0 0 0 10706 0 8287 0 181472 0 0 0 JEROME BRUCE DIR. OF MEETINGS AND EXPOS 149500 0 2000 0 0 0 9830 0 10065 0 171395 0 0 0 PART I, LINE 7 THE FOLLOWING PERSONS RECEIVED NON-FIXED DISCRETIONARY BONUSES: SUSAN FRITZLEN (CHIEF OPERATING OFFICER): $5,000, EKATERINA SILVER (DIR. OF PROFESSIONAL CERT.): $2,500, AND JEROME BRUCE (DIR. OF MEETINGS AND EXPOSITIONS.): $2,500. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF AGA ARE GOVERNMENT ACCOUNTABILITY PROFESSIONALS AND STAKEHOLDERS FROM GOVERNMENT, THE PRIVATE SECTOR, ACADEMIA, NON-PROFIT, STUDENTS, CORPORATE AND GROUP MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE LEADERSHIP DEVELOPMENT COMMITTEE EVALUATES NOMINATIONS FOR THE NATIONAL GOVERNMENT BOARD (NGB) OPEN POSITIONS, AND SUBMITS A RECOMMENDED SLATE OF OFFICERS TO THE NGB FOR REVIEW AND VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS, REVIEWED BY THE NATIONAL TREASURER, AND THE FULL BOARD BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY CERTIFY THAT THEY ARE FREE FROM CONFLICT OF INTERESTS. THEY SHOULD ALSO REPORT A CONFLICT OF INTEREST IMMEDIATELY, AND THE ISSUE IS ADDRESSED BY THE BOARD ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION WAS ESTABLISHED USING, AND IS REVIEWED ANNUALLY AGAINST, MARKET DATA FROM SIMILAR ORGANIZATIONS, INCLUDING SIZE, GEOGRAPHIC LOCATION AND INDUSTRY. UPON SIGNING OF CONTRACT OF EMPLOYMENT, SALARY AND POTENTIAL BONUS POOL IS DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 AGA PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.