2025-03-26T19:47:27-05:00 2023-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2023-01-01 232290568 THE ARTHUR PAGE SOCIETY ARTH 2124007959 230 PARK AVENUE 322 NEW YORK NY 10169 ROCHELLE FORD CEO 2124007959 2025-03-24 1 0 MATT BURKE P00760659 6315821600 2025-03-24 2023 2025-03-06 01:10:19Z X ROCHELLE FORD 230 PARK AVENUE 322 NEW YORK NY 10169 5957243 0 X WWW.PAGE.ORG X 1983 PA TO STRENGTHEN THE ENTERPRISE LEADERSHIP ROLE OF THE CHIEF COMMUNICATIONS OFFICER BY EMBRACING THE HIGHEST PROFESSIONAL STANDARDS; BY ADVANCING THE WAY COMMUNICATIONS IS UNDERSTOOD, PRACTICED, AND TAUGHT; AND BY PROVIDING A COLLEGIAL AND DYNAMIC LEARNING ENVIRONMENT. 28 26 36 28 0 0 731356 538867 4680252 5034647 38876 86248 0 872 5450484 5660634 51000 25833 0 0 3072006 3159017 0 0 29304 3297252 2923842 6420258 6108692 -969774 -448058 3285184 3569566 1833636 2458905 1451548 1110661 X TO STRENGTHEN THE IMPACT OF CHIEF COMMUNICATION OFFICERS AND THEIR TEAMS AND TO LEAD THE PROFESSION INTO THE FUTURE. 0 0 1165727 1370605 CONNECT PROGRAM AREAS CREATE ENGAGEMENT OPPORTUNITIES AND HELP MEMBERS BUILD STRONG CONNECTIONS WITH EACH OTHER. SPECIFIC PROGRAM AREAS INCLUDE SPRING SEMINAR, PAGE ANNUAL CONFERENCE, PAGE UP ANNUAL CONFERENCE, PAGE INTERNATIONAL EXCHANGE, MEMBER MATCH, PAGECONNECT, PAGE UP THINK THURSDAYS AND MENTORING, AND OUR GENERAL MEMBER ENGAGEMENT STRATEGY. 711110 200 119160 THE DIVERSITY ACTION ALLIANCE ("DAA") HAS BEEN ESTABLISHED AS A DISREGARDED ENTITY AND IS RUN SEPARATELY FROM PAGE, WITH ITS OWN GOVERNANCE STRUCTURE. PAGE PROVIDES BACK-OFFICE SUPPORT AND FINANCIAL SUPPORT ALONG WITH OTHER FOUNDER ORGANIZATIONS. DAA INITIATIVES INCLUDED AN INDUSTRY-WIDE EFFORT TO COLLECT BENCHMARK DATA ON THE DIVERSITY OF THE PROFESSION, PROVIDING RESOURCES TO PROMOTE ACTIONS TO ADVANCE DIVERSITY, EQUITY, AND INCLUSION ("DEI") WITHIN INDUSTRY ORGANIZATIONS, AND PROGRAMS THAT ADVANCE THE CAPABILITIES OF COMMUNICATION LEADERS. 378947 3250 531000 LEARN PROGRAM AREAS AIM TO EQUIP MEMBERS AND THEIR TEAMS TO BE EFFECTIVE STRATEGIC LEADERS AS ENVISIONED IN THE PAGE MODEL AND THE PACESETTER REPORT. SPECIFIC PROGRAMS AND INITIATIVES INCLUDE WEBINARS, THE FUTURE LEADERS EXPERIENCE, THE CASE STUDY COMPETITION, AND A NEW PAGE/YALE EXECUTIVE EDUCATION PROGRAM. 202985 10000 3016603 BELONG PROGRAM AREAS AIM TO CULTIVATE A DIVERSE COMMUNITY OF ENGAGED SENIOR LEADERS WHO FEEL A SENSE OF BELONGING AND SUPPORT FOR PAGE WORK AND FOR EACH OTHER. SPECIFIC PROGRAMS AND INITIATIVES INCLUDE MEMBERSHIP RECRUITING, NEW MEMBER ONBOARDING, RENEWALS CAMPAIGNS, REGIONAL CONVERSATIONS, PAGE DEI INITIATIVES (EXCLUDES DAA), PAGE UP TASK FORCES, AND RESPONSES TO GENERAL INQUIRIES. 26704 2000 INSPIRE PROGRAM AREAS CREATE TRANSFORMATIVE THOUGHT LEADERSHIP CONTENT THAT DEFINES THE FUTURE ROLE OF THE CCO AND ADVANCES OUR ABILITY TO INFLUENCE OUR ENTERPRISE. SPECIFIC PROGRAMS AND INITIATIVES INCLUDE THE CREATION OF RESEARCH REPORTS, CCO GUIDES, PODCASTS, NEWSLETTERS, AND OTHER CONTENT AS WELL AS THE CONVENING OF PAGE CONVERSATIONS ON THOUGHT LEADERSHIP-RELATED AND HOT TOPICS. 63397 10383 LEADERSHIP INCLUDES WORK WITH THE BOARD OF TRUSTEES, AS WELL AS THE NOMINATING & GOVERNANCE AND HONORS COMMITTEES. IT ALSO INCLUDES TIME SPENT ON GENERAL STRATEGY RELATED TO BELONG, CONNECT, INSPIRE, AND LEARN THAT IS NOT PROGRAM-SPECIFIC. 2478669 2720 OTHER 2771755 22383 3019323 5027539 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 43 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 26 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X ROCHELLE FORD 2124007959 230 PARK AVENUE SUITE 322 NEW YORK NY 10169 KELLI PARSONS SECRETARY/TREASURER 1.00 X X 0 0 0 BRIAN LOTT CHAIR 1.00 X X 0 0 0 ROGER BOLTON PRESIDENT & CEO 40.00 X X 258750 0 7885 TOROD NEPTUNE VICE CHAIR 1.00 X 0 0 0 JIM MONTESANO VICE CHAIR 1.00 X 0 0 0 VILMA LUOMA-AHO TRUSTEE 1.00 X 0 0 0 DARCY KELLER VICE CHAIR 1.00 X 0 0 0 JENNIFER TEMPLE TRUSTEE 1.00 X 0 0 0 DAMON JONES TRUSTEE 1.00 X 0 0 0 REIDAR GJAERUM TRUSTEE 1.00 X 0 0 0 TRACY FAULKNER TRUSTEE 1.00 X 0 0 0 BECKY EDWARDS VICE CHAIR 1.00 X 0 0 0 MAUREEN DAVENPORT VICE CHAIR 1.00 X 0 0 0 JOE COHEN TRUSTEE 1.00 X 0 0 0 MARC CLOOSTERMAN TRUSTEE 1.00 X 0 0 0 LYNN CASEY TRUSTEE 1.00 X 0 0 0 CRAIG BUCHHOLZ TRUSTEE 1.00 X 0 0 0 LINDA RUTHERFORD VICE CHAIR 1.00 X 0 0 0 DON STACKS TRUSTEE 1.00 X 0 0 0 STACY SHARPE VICE CHAIR 1.00 X 0 0 0 ERIN STREETER TRUSTEE 1.00 X 0 0 0 AEDHMAR HYNES VICE CHAIR 1.00 X 0 0 0 CHARLENE WHEELESS VICE CHAIR 1.00 X 0 0 0 MATT RAGAS TRUSTEE 1.00 X 0 0 0 HOLLY POTTER TRUSTEE 1.00 X 0 0 0 MARTA NEWHART TRUSTEE 1.00 X 0 0 0 MARIL MCDONALD TRUSTEE 1.00 X 0 0 0 CARMELLA GLOVER DAA PRESIDENT 40.00 X X 168608 0 23771 DANIEL STROUHAL CHIEF OPERATING OFFICER 40.00 X 239741 0 8881 ELIOT MIZRACHI VP STRATEGY & CONTENT 40.00 X 232048 0 25561 ANABELLA TINOCO VP, COMMUNICATIONS & MARKETING 40.00 X 153250 0 23311 MARIANNA FRANTZIS SENIOR DIRECTOR - MEMBERSHIP 40.00 X 132576 0 11100 KELLY GREENE CHIEF OF STAFF 40.00 X 128770 0 21963 JERRICK HADDAD DIRECTOR OF DIGITAL CONTENT 1.00 X 116285 0 22123 LAUREN KRAMON DIRECTOR OF EVENTS 40.00 X 117001 0 10429 1547029 0 155024 9 0 1 0 PETER DEBRECENY 1515 N HOYNE AVENUE CHICAGO IL 60622 CONSULTING 170000 1 538867 538867 MEMBERSHIPS 541900 3059502 3059502 EVENT INCOME 541900 1975145 1975145 5034647 76752 76752 306105 296609 9496 9496 9496 OTHER INCOME 900099 872 872 872 5660634 5035519 0 86248 25833 25833 1509674 1332740 163045 13889 1168806 1033056 125095 10655 76807 67590 8449 768 200688 176605 22076 2007 203042 179245 21929 1868 14723 14723 74368 74368 23232 23232 441595 206968 234627 35546 35546 43504 20624 22880 116646 57157 59489 49479 49479 221107 209838 11269 11708 10303 1288 117 4063 4063 EVENT EXPENSES 1626163 1626163 OTHER EXPENSES 182916 7494 175422 STAFF TRAINING 44471 12897 31574 WEBSITE EXPENSE 17100 17100 17221 4317 12904 6108692 5027539 1051849 29304 401991 373833 152139 216535 81480 25000 20513 29650 115675 380677 2291066 2359434 146500 150792 75820 33645 3285184 3569566 126035 40311 1631787 2342370 75814 76224 1833636 2458905 X 1396548 1085661 55000 25000 1451548 1110661 3285184 3569566 -448058 219129 -111958 0 X X 0 1 X 1 0 X 48975 1048017 575221 731356 538867 2942436 48975 1048017 575221 731356 538867 2942436 2942436 49388 40718 84542 38876 86248 299772 872 872 3243080 0.90730 0.81590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE LIABILITY 33645 OTHER CURRENT LIABILITIES 42579 76224 X 6225913 219129 346150 565279 5660634 0 5660634 6454842 346150 346150 6108692 0 6108692 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE AND LOCAL TAXES. THE ORGANIZATION EVALUATED FOR UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR 2023. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GLOBAL INITIATIVE 19960 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GLOBAL INITIATIVE 121880 NORTH AMERICA 0 0 PROGRAM SERVICES GLOBAL INITIATIVE 263594 SOUTH AMERICA 0 0 PROGRAM SERVICES GLOBAL INITIATIVE 26030 0 0 0 0 0 0 431464 0 431464 0 0 0 0 0 0 1 MUSEUM OF PUBLIC RELATIONS 85 BROAD STREET 17TH FLOOR NEW YORK NY 10004 800796221 501(C)(3) 10000 0 PUBLIC RELATIONS 1 0 PART I, LINE 2: COMMITTEES SELECT THE RECIPIENTS OF THE ONE-TIME GRANT AWARDS. NO MONITORING IS NECESSARY. X X X X 0 0 0 0 0 0 0 0 0 ROGER BOLTON PRESIDENT & CEO 225000 0 33750 0 0 0 7762 0 123 0 266635 0 0 0 ELIOT MIZRACHI VP STRATEGY & CONTENT 183750 0 48298 0 0 0 6962 0 18599 0 257609 0 0 0 DANIEL STROUHAL CHIEF OPERATING OFFICER 189000 0 50741 0 0 0 7192 0 1689 0 248622 0 0 0 CARMELLA GLOVER DAA PRESIDENT 152429 0 16179 0 0 0 0 5058 0 18713 168608 23771 0 0 ANABELLA TINOCO VP, COMMUNICATIONS & MARKETING 126000 0 27250 0 0 0 4598 0 18713 0 176561 0 0 0 KELLY GREENE CHIEF OF STAFF 111300 0 17470 0 0 0 3863 0 18100 0 150733 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF TRUSTEES BY THE MEMBERSHIP SHALL BE CONDUCTED AT THE ANNUAL MEETING EACH YEAR. THE NOMINATING COMMITTEE WILL BE RESPONSIBLE FOR ENSURING AND ADMINISTERING AN ORDERLY ELECTION PROCESS AS AUTHORIZED AND DIRECTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCIAL PLANNING AND OPERATIONS COMMITTEE AND THE PRESIDENT OF THE ORGANIZATION. A DRAFT OF THE FORM IS SENT TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C DURING PAGE'S FIRST BOARD OF TRUSTEES MEETING IN 2023, THE BOARD CHAIR REMINDED THE TRUSTEES OF THEIR COMMITMENT TO THE CONFLICT OF INTEREST (COI) POLICY. EACH TRUSTEE WAS THEN ASKED TO COMPLETE A COI STATEMENT. THE STATEMENT REQUIRED EACH TRUSTEE TO PERSONALLY AFFIRM THAT SHE OR HE HAS REVIEWED THE COI POLICY, UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. PAGE STAFF SENT EMAIL FOLLOW-UP REMINDERS TO TRUSTEES WHO DID NOT RETURN THE COMPLETED COI FORM. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE PRESIDENT WAS HIRED IN 2011, THE SOCIETY RESEARCHED ROLES, RESPONSIBILITIES AND QUALIFICATIONS AND, USING COMPARATIVE DATA FOR LIKE-SIZED ORGANIZATIONS, PROVIDED COMPENSATION RECOMMENDATIONS TO A SEARCH COMMITTEE OF THE BOARD. THE SEARCH COMMITTEE WAS COMPRISED OF MEMBERS INDEPENDENT OF THE PRESIDENT. THE EXECUTIVE COMMITTEE CONSIDERED INFORMATION OBTAINED REGARDING THE HIRING OF THE PRESIDENT TO BE CURRENT AND ENTERED INTO A CONTRACT WITH ROGER BOLTON ON SIMILAR TERMS, ADJUSTED FOR DIFFERENCES IN QUALIFICATIONS. THE SEARCH COMMITTEE AND THE FULL BOARD APPROVED THE CONTRACT. THERE HAS BEEN NO CHANGE TO THE CONTRACT SINCE THAT TIME. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE (WWW.PAGE.ORG) AND GUIDESTAR. ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICIES ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PAGE 1 PART B THE 2023 990 WAS AMENDED TO RELFECT THE ORGANIZATION'S LEGAL NAME AS "THE ARTHUR PAGE SOCIETY" AS OPPOSED TO ITS DBA NAME IN THE PREVIOUS 2023 FILING AS "THE ARTHUR W. PAGE SOCIETY". DIVERSITY ACTION ALLIANCE LLC 230 PARK AVENUE SUITE 455 NEW YORK NY 10169 232290568 PROMOTE DIVERSITY IN THE PROFESSION NY 316694 25000 THE ARTHUR W PAGE SOCIETY