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THIS INCLUDES FUNDRAISING, SCHOLARSHIP AND BUSINESS/GOVERNEMNT PANELS AND DISCUSSION IN THOSE LOCATIONS. 2468 0 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. 907124 140000 3928082 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 58 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 (ENDED 12/31/2024) 40.00 X X 424450 0 4447 CRAIG E CHAPMAN ESQ CHAIRMAN 0.50 X X 0 0 0 LEILA SMITH VICE CHAIR 0.50 X X 0 0 0 JACQUI SPENCE TREASURER 0.50 X X 0 0 0 SAMANTHA SCHOEN VICE CHAIRMAN 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 0.50 X 0 0 0 DAMIAN EALES DIRECTOR 0.50 X 0 0 0 JOHN ESTES DIRECTOR (STARTED 03/24) 0.50 X 0 0 0 KATE VALE DIRECTOR 0.50 X 0 0 0 NICK STONE DIRECTOR 0.50 X 0 0 0 ORONZO MICCOLI 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 TANIA YUKI DIRECTOR 0.50 X 0 0 0 ZJANTELLE CAMMISA MARKEL DIRECTOR (STARTED 06/24) 0.50 X 0 0 0 MICHAEL LEAHY DIRECTOR OF FINANCE 40.00 X 116500 0 10080 ERIN GRAY SVP BUSINESS ENGAGEMENT, P 40.00 X 187050 0 23421 LILY BALATINCZ CHIEF OPERATING OFFICER 40.00 X 220840 0 22256 LAURA LEVENTHAL VP, BUSINESS PARTNERSHIPS & BRAND 40.00 X 111950 0 13973 ROLLETTE LUSANTA DIRECTOR OF TECHNOLOGY 40.00 X 141165 0 34714 1201955 0 108891 8 0 1 0 HEIDRICK & STRUGGLES 233 SOUTH WACKER DRIVE CHICAGO IL 60606 RECRUITER 259281 SHANE TERENZI EVENTS LLC 6551 FRANKLIN AVENUE LOS ANGELES CA 90028 PRODUCTION COMPANY FOR EVENT 256004 STAR GROUP PRODUCTIONS 55 WALL STREET NEW YORK NY 10005 PRODUCTION COMPANY FOR EVENT 107106 3 303784 3005825 904579 100000 4214188 668056 668056 38200 0 38200 38200 38200 3719538 3308299 411239 411239 411239 304200 3005825 1665475 -1361275 -1361275 3970408 0 0 -243780 882000 882000 523000 523000 805477 380418 119556 305503 1063851 811196 147767 104888 131441 88202 30643 12596 119428 80713 26772 11943 35185 35185 46994 46994 377447 78608 265150 33689 171938 71359 100579 699170 472523 156730 69917 59354 32619 26735 521898 392165 71706 58027 32741 32741 GENERAL EVENT & EXPENSE 115279 115279 BAD DEBT 98136 98136 BUSINESS EXPENSES 18433 18433 CREDIT LOSSES 18000 18000 10383 10383 5730155 3928082 1205510 596563 397487 515030 387929 511267 241912 697165 1146507 15000 350550 174456 3476529 1015145 3044949 2461384 16161977 15974435 4498594 3951901 26229905 24300638 34944 316259 2167242 1507564 452834 419000 5082138 4501795 7737158 6744618 X 14267094 13861310 4225653 3694710 18492747 17556020 26229905 24300638 X -1759747 323255 499765 X X 0 1 X 1 0 X 5609361 5473029 8594973 4084629 4214188 27976180 5609361 5473029 8594973 4084629 4214188 27976180 7884720 20091460 300982 310703 395932 688431 706256 2402304 30378484 0.66140 0.72040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME OR LOSS FROM FUNDRAISING EVENTS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2677430 561637 2115793 799099 453508 345591 2461384 RIGHT OF USE ASSET - OPERATING LEASE 3951901 3951901 OPERATING LEASE LIABILITY 4501795 4501795 X 4746434 323255 499765 823020 3923414 46994 46994 3970408 5683161 0 5683161 46994 46994 5730155 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 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECOVERY OF UNDISTRIBUTED GRANTS 499,765. 1 EAST ASIA AND THE PACIFIC 1 GRANTS TO RECIPIENTS GRANT MAKING 593000 0 1 0 0 0 1 593000 0 593000 EAST ASIA AND THE PACIFIC AAA LTD - SCHOLAR SUPPORT 70000 WIRE 0 1 0 EDUCATION GRANTS EAST ASIA AND THE PACIFIC 13 458000 WIRE ARTS GRANTS EAST ASIA AND THE PACIFIC 1 5000 WIRE VETERAN GRANTS EAST ASIA AND THE PACIFIC 2 60000 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. 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X X 0 0 0 0 0 0 0 1 0 JOHN BERRY PRESIDENT (ENDED 12/31/2024) 424450 0 0 0 0 0 0 0 4447 0 428897 0 0 0 LILY BALATINCZ CHIEF OPERATING OFFICER 140840 0 80000 0 0 0 0 0 22256 0 243096 0 0 0 ERIN GRAY SVP BUSINESS ENGAGEMENT, P 137050 0 50000 0 0 0 0 0 23421 0 210471 0 0 0 ROLLETTE LUSANTA DIRECTOR OF TECHNOLOGY 111165 0 30000 0 0 0 0 0 34714 0 175879 0 0 0 PART I, LINE 7 THE ORGANIZATION'S BOARD APPROVES THE BONUSES AWARDED. X EVENT ENTERTAINMENT 1 100000 RETAIL VALUE 0 1 0 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 XI, LINE 9: RECOVERY OF UNDISTRIBUTED GRANTS 499,765. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.