2025-10-30T14:20:54-05:00 2025-03-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-04-01 530217158 AGA AGA 7036846931 2208 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 ANN M EBBERTS CEO 7036846931 2025-10-30 1 0 AARON M FOX P01365820 2022274000 2025-10-28 2024 2025-03-06 01:10:19Z ANN M EBBERTS 2208 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 8056986 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. 16 16 21 800 97707 0 28469 22080 7784218 7713753 250999 256700 83573 64453 8147259 8056986 85673 78121 0 0 2677377 2851062 0 0 0 5115427 5365807 7878477 8294990 268782 -238004 8341504 7809937 2466830 2111736 5874674 5698201 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 4102464 5121 4536194 CONFERENCES - PROFESSIONAL DEVELOPMENT COURSES FOR GOVERNMENT ACCOUNTANTS AND REGIONAL WORKSHOPS. 990742 42493 1098612 MEMBERSHIP SERVICES - NETWORKING, PROFESSIONAL DEVELOPMENT, PUBLICATIONS, AND TRAINING AND CAREER RESOURCES. 743786 593453 CERTIFICATION - THE CERTIFIED GOVERNMENT FINANCIAL MANAGER (CGFM) IS A PROFESSIONAL CERTIFICATION AWARDED BY AGA AFTER APPLICANTS SUCCESSFULLY DEMONSTRATE KNOWLEDGE OF GOVERNMENT ENVIRONMENT (EXAM 1), GOVERNMENTAL ACCOUNTING, FINANCIAL REPORTING AND BUDGETING (EXAM 2) , AND GOVERNMENTAL FINANCIAL MANAGEMENT AND CONTROL (EXAM 3). THESE THREE EXAMS REQUIRE THE APPLICANT TO DEMONSTRATE COMPETENCY IN GOVERNMENTAL ACCOUNTING, AUDITING, FINANCIAL REPORTING, INTERNAL CONTROLS, AND BUDGETING AT THE FEDERAL, STATE, AND LOCAL LEVELS. THIS CERTIFICATION SUPPORTS THE OVERALL PUBLIC THROUGH CREATING KNOWLEDGEABLE FINANCIAL LEADERS AND PROMOTING HIGH STANDARDS FOR THOSE INDIVIDUALS OVERSEEING PUBLIC FUNDS. 1393898 30507 OTHER PROGRAMS 1393898 30507 7230890 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 GWEN SYKES NATIONAL PRESIDENT - UNTIL 06/24 1.00 X X 0 0 0 FRANK PETERSEN NATIONAL PRESIDENT AS OF 07/24 1.00 X X 0 0 0 MARK MITCHELL NATIONAL PRESIDENT-ELECT AS OF 07/24 1.00 X X 0 0 0 MICHAEL PEARSON NATIONAL TREASURER - UNTIL 06/24 1.00 X X 0 0 0 MICHELLE YANOK NATIONAL TREASURER AS OF 07/24 1.00 X X 0 0 0 DONNA SANDOVAL NATIONAL TREASURER-ELECT AS OF 07/24 1.00 X X 0 0 0 SAM LORD DIRECTOR FOR AREA 1 - UNTIL 06/24 1.00 X 0 0 0 ETHAN DRAVES DIRECTOR FOR AREA 1 1.00 X 0 0 0 PILAR PANGELINAN DIRECTOR FOR AREA 2 1.00 X 0 0 0 TIM BAKER DIRECTOR FOR AREA 3 - UNTIL 06/24 1.00 X 0 0 0 CARLA FLORES DIRECTOR FOR AREA 3 1.00 X 0 0 0 NICOLE BOSWELL DIRECTOR FOR AREA 4 1.00 X 0 0 0 ANDREW STOVICH DIRECTOR FOR AREA 5 - UNTIL 06/24 1.00 X 0 0 0 BOBBY DERRICK DIRECTOR FOR AREA 5 1.00 X 0 0 0 HOLLY WORMSLEY DIRECTOR FOR AREA 6 1.00 X 0 0 0 SHELLY TALEPOROS DIRECTOR FOR AREA 7 - UNTIL 06/24 1.00 X 0 0 0 BRIAN GEE DIRECTOR FOR AREA 7 1.00 X 0 0 0 NICHOLAS GARRARD DIRECTOR FOR AREA 8 1.00 X 0 0 0 ANTHONY SCARDINO DIRECTOR AT LARGE - UNTIL 06/24 1.00 X 0 0 0 DEMEK ADAMS DIRECTOR AT LARGE 1.00 X 0 0 0 RACHELLE CABADING DIRECTOR AT LARGE 1.00 X 0 0 0 CARTER VICK PROF. CERT. CHAIR - UNTIL 06/24 1.00 X 0 0 0 DREW SADLER PROF. CERT. CHAIR 1.00 X 0 0 0 DAVID ZAVADA CPAG CHAIR 1.00 X 0 0 0 ANN EBBERTS CHIEF EXECUTIVE OFFICER 40.00 X 353373 0 38955 SUSAN FRITZLEN CHIEF OPERATING OFFICER 40.00 X 242346 0 30816 EKATERINA SILVER DIR. OF PROFESSIONAL CERTIFICATION 37.50 X 166948 0 40417 JEROME BRUCE DIR. OF MEETINGS AND EVENTS 37.50 X 160153 0 24156 LYNDSAY MCKEOWN SR. MANAGER, MARKETING & DESIGN 37.50 X 127582 0 15652 KIM JONES SR. PROG. MANAGER, CGFM & EDUC. 37.50 X 105713 0 8261 1156115 0 158257 6 0 1 0 0 22080 22080 EDUCATION PROGRAMS 611710 5907643 4536194 1371449 MEMBERSHIP DUES 611710 1098612 1098612 CERTIFICATIONS 611710 397980 397980 CEAR PROGRAM 611710 241500 191500 50000 PUBLICATION & JOURNAL 541800 68018 3973 64045 7713753 256700 256700 1445 1445 JOB BOARD POSTINGS 561300 33662 33662 MISCELLANEOUS 900099 29346 29346 63008 8056986 6228259 97707 1708940 16121 16121 62000 62000 1074117 655757 418360 1426329 1545694 -119365 62193 73705 -11512 126750 131937 -5187 161673 147132 14541 229726 229726 363516 345096 18420 80570 71530 9040 290068 290068 397783 397395 388 3443554 3266437 177117 33334 1434 31900 MERCHANT FEES 286668 276064 10604 PRINTING & PUBLICATIONS 146749 146749 EXAM UPDATES 87990 87990 LEADERSHIP AWARDS 5849 5849 8294990 7230890 1064100 0 3157128 351237 2300018 3830400 71786 113021 153722 207054 1843931 1341031 285255 502900 2362129 2791354 11466 13971 8341504 7809937 541365 465993 1925465 1645743 2466830 2111736 X 5805764 5625742 68910 72459 5874674 5698201 8341504 7809937 -238004 61531 0 X 0 1 X 1 0 X 449803 39453 32300 28469 22080 572105 4386546 4816683 5761104 6469856 6228259 27662448 507714 672550 944500 1277567 1421449 4823780 5344063 5528686 6737904 7775892 7671788 33058333 0 79168 87015 126467 60351 353001 79168 87015 126467 60351 353001 32705332 60554 46370 76362 277613 258145 719044 60554 46370 76362 277613 258145 719044 162 67932 12309 29346 109749 5404779 5575056 6882198 8065814 7959279 33887126 0.96510 0.96320 0.02120 0.01800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 162. 2022 AMOUNT: $ 67,932. 2023 AMOUNT: $ 12,309. 2024 AMOUNT: $ 29,346. 135198 135198 1186254 1075235 111019 197680 22234 175446 324799 243562 81237 502900 CERTIFICATES OF DEPOSIT 2791354 F 2791354 X 8118517 61531 61531 8056986 0 8056986 8294990 0 8294990 0 8294990 PART X, LINE 2: AGA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED MARCH 31, 2025, 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 0 0 SCHOLARSHIPS - COLLEGE TUITION 11 33000 GOVERNMENT FINANCE CASE CHALLENGE AWARDS 16 24000 DATATHON CASE CHALLENGE AWARDS 5 5000 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 320613 0 32760 0 0 0 19237 0 19718 0 392328 0 0 0 SUSAN FRITZLEN CHIEF OPERATING OFFICER 227900 0 5000 0 9446 0 14241 0 16575 0 273162 0 0 0 EKATERINA SILVER DIR. OF PROFESSIONAL CERTIFICATION 152324 0 2500 0 12124 0 9867 0 30550 0 207365 0 0 0 JEROME BRUCE DIR. OF MEETINGS AND EVENTS 145250 0 2000 0 12903 0 9489 0 14667 0 184309 0 0 0 PART I, LINE 7 THE FOLLOWING PERSONS RECEIVED NON-FIXED DISCRETIONARY BONUSES: ANN EBBERTS (CHIEF EXECUTIVE OFFICER): $32,760, 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.