2025-09-22T11:57:11-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2024-01-01 232390281 ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION ASSO 2626963645 N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 LEIGHA SCHATZMAN EXECUTIVE DIRECTOR 2626963645 2025-09-19 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-09-08 2024 2025-03-06 01:10:19Z LEIGHA SCHATZMAN N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 2267271 0 X WWW.AHTD.ORG X 1986 PA THE ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION IS THE AUTOMATION INDUSTRY'S PREMIER FORUM FOR EXCHANGE OF IDEAS. WE HELP OUR MEMBERS MAXIMIZE PROFIT AND GROWTH THROUGH PEER-TO-PEER EXCHANGE, FOSTERING PARTNERSHIPS AND ALLIANCES, AND EDUCATION AND ACCESS TO INDUSTRY EXPERTS. 12 12 0 12 0 0 0 0 1973116 2222335 21248 44936 22 0 1994386 2267271 0 0 0 0 0 0 0 0 0 1687246 2098919 1687246 2098919 307140 168352 1879548 1908113 710972 501891 1168576 1406222 X THE ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION ADVANCES THE HIGH TECHNOLOGY DISTRIBUTION INDUSTRY BY DELIVERING TOOLS, EDUCATION, AND UNPARALLELED NETWORKING OPPORTUNITIES WITH LEADERS, PEERS, AND PARTNERS THAT HELP MEMBERS TO INNOVATE, COLLABORATE, AND ACHIEVE THEIR BUSINESS GOALS FASTER. 0 0 THE ASSOCIATION HELD TWO MEETINGS IN 2024: SPRING MEETING 2024 AND FALL MEETING 2024. THE OBJECTIVES OF BOTH CONFERENCES WERE TO PROVIDE QUALITY EDUCATIONAL PROGRAMMING AND SIGNIFICANT NETWORKING OPPORTUNITIES TO MEMBER COMPANIES. BOTH MEETINGS FEATURE 1.5 DAYS OF GENERAL SESSIONS/BREAKOUT SESSIONS AS WELL AS ONE EVENING EVENT FOR EACH OF THE THREE EVENINGS OF THE CONFERENCE. SPRING MEETING 2024 HAD 385 REGISTERED ATTENDEES. FALL MEETING 2024 HAD 332 REGISTERED ATTENDEES. THE ASSOCIATION PUBLISHES A MONTHLY ECONOMIC FORECAST THAT IS PROVIDED TO ALL MEMBERS. A KEYNOTE SPEAKER IS SCHEDULED ONCE A YEAR TO HIGHLIGHT ECONOMIC FORECASTS. THE ASSOCIATION'S OBJECTIVE IS TO PROVIDE ITS MEMBERS WITH KEY ECONOMIC FORECASTS TO USE IN THEIR BUSINESS. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X PAMELA ESTERGARD 2626963645 N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 X MARK ERMATINGER PRESIDENT 8.00 X X 0 0 0 JOHN KELLY VICE PRESIDENT 8.00 X X 0 0 0 ALAN WATSON TREASURER 8.00 X X 0 0 0 ADAM JACKSON SECRETARY/PROGRAM CHAIR 8.00 X X 0 0 0 LOU DELLEMONACHE MEMBERSHIP CHAIR 8.00 X X 0 0 0 TINA HUEPPE DIRECTOR 1.00 X 0 0 0 ROBBIE FLOYD DIRECTOR 1.00 X 0 0 0 MARK GETTYS DIRECTOR 1.00 X 0 0 0 ADAM FOLEY DIRECTOR 1.00 X 0 0 0 SCOTT HEILING DIRECTOR 1.00 X 0 0 0 TERRY BREI DIRECTOR 1.00 X 0 0 0 BLAKE DICKSON DIRECTOR 1.00 X 0 0 0 LEIGHA SCHATZMAN EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 MRA-THE MANAGEMENT ASSOCIATION INC N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 MANAGEMENT SERVICES 339500 1 MEETING REVENUE 900099 1500652 1500652 MEMBERSHIP DUES 900099 492600 492600 STRATEGIC BUSINESS PARTNER PROGRA 900099 126000 126000 FUTURE LEADERS TRAINING 900099 85500 85500 ROUNDTABLE INCOME 900099 10883 10883 6700 6700 2222335 44936 44936 2267271 2222335 0 44936 339500 8557 5398 157361 30199 54596 37321 60697 1382291 4830 MEMBERSHIP DUES 2045 16124 2098919 596111 3801 0 554874 6328 1746 159218 132189 347016 421513 770875 793990 1879548 1908113 30019 52951 680953 448940 710972 501891 X 1168576 1406222 1168576 1406222 1879548 1908113 168352 69294 0 X 0 1 X 1 0 0 1 0 0 CASH EQUIVALENTS HELD BY INVESTMENT MANAGERS 768 C CERTIFICATE OF DEPOSITS HELD BY INVESTMENT MANAGERS 793222 F 793990 2336565 69294 69294 2267271 0 2267271 2098919 0 2098919 0 2098919 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION USES MRA, A MANAGEMENT COMPANY, TO PERFORM THE EXECUTIVE DIRECTOR RESPONSIBILITIES OF THE ASSOCIATION. THE MANAGEMENT COMPANY PERFORMS ITS DUTIES UNDER THE GUIDANCE AND SUPERVISION OF THE ORGANIZATION'S GOVERNING BODY. TOTAL COMPENSATION PAID TO THE MANAGEMENT COMPANY DURING THE YEAR ENDED DECEMBER 31, 2024 WAS $339,500. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS FIVE CLASSES OF MEMBERSHIP: (A) REGULAR MEMBERS. AS FURTHER PROVIDED BELOW, REGULAR MEMBERS SHALL CONSIST OF AUTOMATION SOLUTION PROVIDERS ("ASPS"). REGULAR MEMBERS SHALL HAVE VOTING RIGHTS, AS PROVIDED IN THESE BYLAWS. (B) AFFILIATE MEMBERS. AS FURTHER PROVIDED BELOW, AFFILIATE MEMBERS SHALL CONSIST OF ORGANIZATIONS THAT ARE MANUFACTURERS OF INDUSTRIAL AUTOMATION PRODUCTS ("MANS"). AFFILIATE MEMBERS SHALL NOT HAVE VOTING RIGHTS. (C) PAST PRESIDENTS PRE-2018. PAST-PRESIDENTS OF THE ASSOCIATION FOR PERIODS PRIOR TO 2018 SHALL BE MEMBERS, UPON THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS, WHO DO NOT HAVE VOTING RIGHTS. (D) PAST PRESIDENTS POST-2018. PAST-PRESIDENTS OF THE ASSOCIATION FOR PERIODS DURING AND AFTER 2018 SHALL BE MEMBERS, UPON THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS, WHO DO NOT HAVE VOTING RIGHTS. (E) HONORARY MEMBERS. HONORARY MEMBERS SHALL BE THOSE INDIVIDUALS DESIGNATED PURSUANT TO THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS. HONORARY MEMBERS SHALL NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S REGULAR MEMBERS, WHICH INCLUDE THE ASSOCIATION'S AUTOMATION SOLUTIONS PROVIDERS OR DISTRIBUTOR MEMBERS, HAVE THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S REGULAR MEMBERS, WHICH INCLUDE THE ASSOCIATION'S AUTOMATION SOLUTIONS PROVIDERS OR DISTRIBUTOR MEMBERS, HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ASSOCIATION'S GOVERNING BODY, SUCH AS CHANGES TO THE ASSOCIATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE ASSOCIATION'S DIRECTORS AND OFFICERS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION RECEIVES CONFLICT OF INTEREST STATEMENTS FROM ITS DIRECTORS ANNUALLY. THE STATEMENTS ARE REVIEWED TO DETERMINE ANY CONFLICTS. ANY CONFLICTS IDENTIFIED ARE MADE KNOWN TO THE MEMBERS OF THE GOVERNING BODY OR COMMITTEE DISCUSSING THE TRANSACTION. ALL MATTERS INVOLVING A CONFLICT OF INTEREST ARE RESOLVED BY A VOTE OF THE BODY CONSIDERING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ASSOCIATION DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.