2025-06-02T10:51:43-05:00 2024-08-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-09-01 136163137 ASSOCIATION FOR CORPORATE GROWTH ASSO 3129574286 227 W MONROE ST 2100 CHICAGO IL 60606 BRENT BAXTER CEO 3129574286 2025-05-27 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-05-27 2023 2025-03-06 01:10:19Z BRENT BAXTER 227 W MONROE ST 2100 CHICAGO IL 60606 27307083 0 9329 X WWW.ACG.ORG X 1954 IL TO PROMOTE THE PROFESSIONAL AND BUSINESS INTEREST OF THE ASSOCIATION FOR CORPORATE GROWTH MEMBERS BY PROVIDING ACCESS TO KNOWLEDGE AND BUSINESS OPPORTUNITIES THROUGH NETWORKING, COMMUNICATIONS, AND FORUMS RELATED TO BOTH INTERNAL AND EXTERNAL CORPORATE GROWTH. EFFECTIVELY SUPPORT LOCAL CHAPTERS IN ACHIEVING THEIR MEMBERSHIP, NETWORKING AND PROGRAMMING GOALS AND STRENGTHEN THE PERCEIVED VALUE PROVIDED BY THE ASSOCIATION. 13 12 90 20 2640432 0 4366359 4264996 21585687 22603067 431300 175387 165901 263633 26549247 27307083 0 0 0 0 11309094 10258763 0 0 0 17746563 18329557 29055657 28588320 -2506410 -1281237 18767690 14504685 17506313 14524545 1261377 -19860 X TO PROMOTE THE PROFESSIONAL AND BUSINESS INTEREST OF THE ASSOCIATION FOR CORPORATE GROWTH MEMBERS BY PROVIDING ACCESS TO KNOWLEDGE AND BUSINESS OPPORTUNITIES THROUGH NETWORKING, COMMUNICATIONS, AND FORUMS RELATED TO BOTH INTERNAL AND EXTERNAL CORPORATE GROWTH. EFFECTIVELY SUPPORT LOCAL CHAPTERS IN ACHIEVING THEIR MEMBERSHIP, NETWORKING AND PROGRAMMING GOALS AND STRENGTHEN THE PERCEIVED VALUE PROVIDED BY THE ASSOCIATION. 0 0 ANNUAL ACG DEALMAX (FORMERLY INTERGROWTH) CONFERENCE:THE ANNUAL ACG DEALMAX (FORMERLY INTERGROWTH) CONFERENCE ALLOWS MEMBERS AND NON-MEMBERS TO ATTEND EDUCATION AND KEYNOTE SPEAKER SESSIONS, EXCHANGE IDEAS, LEARN ABOUT CURRENT TRENDS IN THE INDUSTRY AND NETWORK. MEMBERSHIP:MEMBERS OF THE ASSOCIATION FOR CORPORATE GROWTH HAVE ACCESS TO A VARIETY OF TOOLS TO ENHANCE THEIR PROFESSIONAL DEVELOPMENT, KNOWLEDGE BASE AND NETWORKING. THESE INCLUDE: -MEMBER RATES TO ATTEND THE ANNUAL INTERGROWTH CONFERENCE -DISCOUNTED REGISTRATION RATES TO ATTEND LOCAL CHAPTER PROGRAMS-SUBSCRIPTION TO MIDDLE MARKET GROWTH MAGAZINE-SUBSCRIPTION TO ACG'S MONTHLY AND WEEKLY E-NEWSLETTERS-ACCESS TO ACG JOBSOURCE-INDUSTRY WHITE PAPERS-ACCESS TO ONLINE MEMBERSHIP DIRECTORY CHAPTERS:FIFTY-NINE CHAPTERS SERVE THE 14,000 MEMBERS OF ACG WORLDWIDE. CHAPTERS PROVIDE LOCAL BREAKFAST MEETINGS, LUNCHES, CONFERENCES, AND SPECIAL EVENTS THAT ENABLE NETWORKING AND EDUCATION. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 220 0 90 1 1 1 1 CA UK 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X GLORIA GORDILS 3129574286 227 W MONROE ST 2100 CHICAGO IL 60606 SHANNON BUENIK CHIEF OF STAFF 40.00 X X 126500 0 8358 CHRISTINE NOWACZYK CHAIRMAN ELECT 1.00 X X 0 0 0 DAVID GERSHMAN CHAIRMAN (THRU 05/24) 4.00 X X 0 0 0 STEVE CASTINO CHAIRMAN OF FINANCE 2.00 X X 0 0 0 DAVID ACHARYA DIRECTOR 1.00 X 0 0 0 TONY BANKS DIRECTOR 1.00 X 0 0 0 CHRISTINA BUI DIRECTOR (THRU 05/24) 1.00 X 0 0 0 ANN COX DIRECTOR 1.00 X 0 0 0 SUZIE DORAN DIRECTOR 1.00 X 0 0 0 JEREMY ELLIS DIRECTOR 1.00 X 0 0 0 DAVID HELLIER DIRECTOR (THRU 05/24) 4.00 X 0 0 0 CHRIS HEBBLE DIRECTOR 1.00 X 0 0 0 JOHN HOLLINGSWORTH DIRECTOR 1.00 X 0 0 0 AARON POLACK DIRECTOR 1.00 X 0 0 0 KEVIN PRUNTY DIRECTOR 1.00 X 0 0 0 DAN RYAN DIRECTOR (THRU 05/24) 1.00 X 0 0 0 JOHN SURRETTE DIRECTOR 1.00 X 0 0 0 LISA HARRIS CFO/INTERIM CEO (THRU 09/23) 40.00 X 415959 0 29238 HARRY NIKPOUR CHIEF REVENUE OFFICER (THRU 09/23) 40.00 X 324137 0 44536 MICHAEL RIVERA CHIEF STRATEGY OFFICER 40.00 X 256057 0 50482 STEPHANIE MCALAINE CHIEF CUSTOMER OFFICER 40.00 X 240638 0 18621 GLORIA GORDILS SR. VP-FINANCE/CONTROLLER 40.00 X 201737 0 41707 BRENT BAXTER CEO 40.00 X 157478 0 16125 DEBRA MICHIE REGIONAL CEO 40.00 X 238683 0 29946 VIKASH MAGDANI REGIONAL CEO (THRU 04/24) 40.00 X 225000 0 8865 ROBERT DUNN MANAGING DIRECTOR 40.00 X 204083 0 48882 CHRISTY DANCOUSE REGIONAL CEO 40.00 X 160752 0 47393 JACQUELINE D'ANTONIO SR VP-COMMUNICATIONS (THRU 05/24) 40.00 X 160473 0 55102 KAITLYN GREGORIO DIRECTOR OF STRATEGIC DEVELOPMENT 40.00 X 171515 0 30222 GLORIA KANTOR CHAPTER MANAGER 40.00 X 158873 0 24847 JOHANNES MASSERER CHAPTER EXECUTIVE DIRECTOR 40.00 X 155678 0 9208 RYAN MEYERS SALES DIRECTOR 40.00 X 153596 0 9020 AMY RUEBSAM SR VP OF MEMBERSHIP 40.00 X 145392 0 8723 3496551 0 481275 34 0 1 0 MGM RESORTS INTERNATIONAL 880 GRIER DRIVE LAS VEGAS NV 89119 CONVENTION SERVICES 1570812 FREEMAN EXPOSITIONS LLC PO BOX 734596 DALLAS TX 753734596 CONVENTION SERVICES 746058 COMPANYCOM LLC 300 W 41ST STREET SUITE 204 MIAMI BEACH FL 33410 AMS CONSULTANTS 625420 HMX LIVE LLC 1111 VIRGINIA AVE KANSAS CITY MO 64106 CONVENTION SERVICES 310940 SANDSTORM DESIGN INC 4619 N RAVENSWOOD STE 300 CHICAGO IL 60640 AMS CONSULTANTS 227853 13 4254139 10857 4264996 EVENTS 541900 11526571 11526571 SPONSORSHIP 541800 9100084 8436064 664020 VALUATION DATABASE 518210 1697097 1697097 PARTNERSHIP PROGRAM 541900 279315 279315 22603067 175387 175387 263633 263633 263633 27307083 20226268 2640432 175387 3026012 5013581 594972 1624198 121687 91293 2178271 465899 354167 456828 239452 523919 10113887 632532 1108369 151962 BANK & CREDIT CARD FEES 618243 EVENTS 259104 DUES & SUBSCRIPTIONS 188556 BAD DEBT EXPENSE 105663 719725 28588320 478769 309639 8456828 6543698 2034257 722764 1362327 1632505 4116703 2653764 1851332 1462939 212092 0 4372085 3833140 18767690 14504685 4688641 2123652 5054833 5828768 4237797 3741583 3525042 2830542 17506313 14524545 X 1261377 -19860 1261377 -19860 18767690 14504685 -1281237 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 586191 529266 56925 3530512 2124498 1406014 1462939 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS SUBJECT TO INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. THE ASSOCIATION'S INCOME TAX EXPENSE WAS $114,360 FOR THE YEAR ENDED AUGUST 31, 2024. THE ASSOCIATION HAS ADOPTED THE REQUIREMENT FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED AUGUST 31, 2024. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CHAPTER OPERATIONS 7632 0 0 0 0 0 0 7632 0 7632 0 0 1 0 0 0 X X X 1 0 0 LISA HARRIS CFO/INTERIM CEO (THRU 09/23) 200066 0 111000 0 104893 0 19373 0 9865 0 445197 0 0 0 HARRY NIKPOUR CHIEF REVENUE OFFICER (THRU 09/23) 236273 0 0 0 87864 0 17713 0 26823 0 368673 0 0 0 MICHAEL RIVERA CHIEF STRATEGY OFFICER 256057 0 0 0 0 0 10002 0 40480 0 306539 0 0 0 DEBRA MICHIE REGIONAL CEO 218683 0 20000 0 0 0 14537 0 15409 0 268629 0 0 0 STEPHANIE MCALAINE CHIEF CUSTOMER OFFICER 107511 0 0 0 133127 0 7205 0 11416 0 259259 0 0 0 ROBERT DUNN MANAGING DIRECTOR 171822 0 0 0 32261 0 13172 0 35710 0 252965 0 0 0 GLORIA GORDILS SR. VP-FINANCE/CONTROLLER 201737 0 0 0 0 0 10719 0 30988 0 243444 0 0 0 VIKASH MAGDANI REGIONAL CEO (THRU 04/24) 225000 0 0 0 0 0 7788 0 1077 0 233865 0 0 0 JACQUELINE D'ANTONIO SR VP-COMMUNICATIONS (THRU 05/24) 160473 0 0 0 0 0 10288 0 44814 0 215575 0 0 0 CHRISTY DANCOUSE REGIONAL CEO 160752 0 0 0 0 0 10191 0 37202 0 208145 0 0 0 KAITLYN GREGORIO DIRECTOR OF STRATEGIC DEVELOPMENT 97120 0 0 0 74395 0 2108 0 28114 0 201737 0 0 0 GLORIA KANTOR CHAPTER MANAGER 123873 0 35000 0 0 0 9748 0 15099 0 183720 0 0 0 BRENT BAXTER CEO 157478 0 0 0 0 0 3692 0 12433 0 173603 0 0 0 JOHANNES MASSERER CHAPTER EXECUTIVE DIRECTOR 155678 0 0 0 0 0 9208 0 0 0 164886 0 0 0 RYAN MEYERS SALES DIRECTOR 153596 0 0 0 0 0 8206 0 814 0 162616 0 0 0 AMY RUEBSAM SR VP OF MEMBERSHIP 130392 0 15000 0 0 0 8723 0 0 0 154115 0 0 0 PART I, LINE 4A LISA HARRIS, CFO/INTERIM CEO (THROUGH SEPTEMBER 2023), RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $84,712 DURING CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 7A THE ACG BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY THE INCUMBENT BOARD OF DIRECTORS AT THE ANNUAL MEETING. PER ARTICLE V, SECTION 7 (A) OF THE BYLAWS: "THE ANNUAL MEETING OF THE BOD SHALL, UNLESS OTHERWISE DETERMINED BY THE BOARD, BE THE FIRST MEETING OF THE CALENDAR YEAR. AT THE MEETING, THE BOD SHALL ELECT OFFICERS AND DIRECTORS FOR THE FISCAL YEAR BEGINNING SEPTEMBER 1ST OF THE CALENDAR YEAR AND CONDUCT SUCH OTHER BUSINESS AS THE BOARD DETERMINES APPROPRIATE". FORM 990, PART VI, SECTION A, LINE 7B THE BOARD SHALL BE AUTHORIZED TO TAKE ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN BY THE BOARD WITHOUT A MEETING IF ALL THE VOTING MEMBERS OF THE BOARD CONSENT IN WRITING TO THE ADOPTION OF THE RESOLUTION AUTHORIZING THE ACTION. ANY SUCH ACTION SHALL BE IN WRITING. A "WRITING" SHALL INCLUDE ANY COMMUNICATION TRANSMITTED OR RECEIVED BY ELECTRONIC MEANS, INCLUDING EMAIL OR FACSIMILE, PROVIDED THAT SUCH WRITING IS SIGNED, WHETHER BY PHYSICAL OR ELECTRONIC SIGNATURE. FOR PURPOSES OF THESE BYLAWS, AN "ELECTRONIC SIGNATURE" MEANS A SIGNATURE IN ELECTRONIC FORM ATTACHED TO OR LOGICALLY ASSOCIATED WITH RECORD GENERATED, COMMUNICATED, RECEIVED, OR STORED BY ELECTRONIC MEANS FOR USE IN AN INFORMATION SYSTEM OR FOR TRANSMISSION FROM ONE INFORMATION SYSTEM TO ANOTHER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PREPARED BY ACG TAX CONSULTANTS. THEN THE DRAFT FORM 990 IS MADE AVAILABLE TO ALL BOARD DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MAINTAINS A CONFLICTS OF INTEREST POLICY, WHICH WAS ADOPTED ON FEBRUARY 23, 2010. EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATE POWERS, KEY EMPLOYEE OR MATERIAL VENDOR IS REQUIRED ANNUALLY TO AFFIRM THEIR UNDERSTANDING AND AGREEMENT TO COMPLY WITH THE STATED POLICY. EACH DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, KEY EMPLOYEE OR MATERIAL VENDOR SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. B) HAS READ AND UNDERSTANDING THE POLICY; AND C) HAS AGREED TO COMPLY WITH THE POLICY; AND D) UNDERSTANDS THAT THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AND THAT TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY IN SEPTEMBER BY THE COMPENSATION COMMITTEE OF THE BOD. THE CEO HAS WRITTEN EMPLOYMENT CONTRACT. A REVIEW OF SIMILAR SIZE ORGANIZATIONS' FORM 990S AND INDEPENDENT NOT-FOR-PROFIT COMPENSATION STUDIES WERE PREPARED AND CONSIDERED BY THE COMPENSATION COMMITTEE BEFORE SETTING ANNUAL COMPENSATION OF THE CEO. THE CEO SETS ALL OTHER COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 ALL APPLICABLE INFORMATION IS MADE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE AS WELL AS UPON FORMAL REQUEST. ASSOCIATION FOR CORPORATE GROWTH - GROUP 227 W MONROE ST SUITE 2100 CHICAGO IL 60606 911868118 PROMOTE DEVELOPMENT IN THE MERGERS AND ACQUISITIONS FIELD IL 501(C)(6) 0 ACG GLOBAL (EUROPE) LTD MUNRO HOUSE PORTSMOUTH ROAD COBHAM SURREY UK KT11 1 PP CHAPTER UK ASSOCIATION FOR CORPORATE GROWTH C -9699 58520 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1