2025-08-01T10:28:05-05:00 2024-10-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-11-01 530235732 CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB 7037399500 1733 KING STREET ALEXANDRIA VA 22314 JASON TATE CHIEF FINANCIAL OFFICER 7037399500 2025-07-31 1 0 MEREDITH BELL P01696827 8042822121 2025-07-31 2023 2025-03-06 01:10:19Z JEFFREY D MORGAN 1733 KING STREET ALEXANDRIA VA 22314 14139417 0 X WWW.CMAA.ORG X 1927 MI THE CLUB MANAGEMENT ASSOCIATION OF AMERICA ADVANCES THE PROFESSION OF CLUB MANAGEMENT BY FULFILLING THE EDUCATIONAL AND RELATED NEEDS OF ITS MEMBERS. WE ACCOMPLISH THIS BY PROVIDING STATE OF THE ART EDUCATIONAL PROGRAMS, REPRESENTING THE MEMBERS TO ALLIED ASSOCIATIONS, CLUB MEMBERS AND A BROADER PUBLIC. 14 13 31 13 867345 270151 94074 76415 12208675 13823671 125944 195489 58010 43842 12486703 14139417 180063 208792 0 0 4221309 4521098 0 0 0 7550458 8910024 11951830 13639914 534873 499503 10399641 11786183 9428500 10146872 971141 1639311 X THE PURPOSE OF THE CLUB MANAGEMENT ASSOCIATION OF AMERICA (CMAA) IS TO PROMOTE AND ADVANCE FRIENDLY RELATIONS BETWEEN AND AMONG PERSONS CONNECTED WITH THE MANAGEMENT OF CLUBS AND OTHER ASSOCIATIONS OF SIMILAR CHARACTER; TO ENCOURAGE THE EDUCATION AND ADVANCEMENT OF ITS MEMBERS; AND TO ASSIST CLUB OFFICERS AND MEMBERS THROUGH THEIR MANAGERS TO SECURE THE UTMOST IN EFFICIENT AND SUCCESSFUL OPERATION. 0 0 THE ASSOCIATION PROVIDED NUMEROUS EDUCATIONAL CONFERENCES, BOOKS, WEBINARS, AND SEMINARS TO ITS OVER 6,500 MEMBERS DURING THE YEAR. THROUGH MANAGEMENT'S EFFORTS, SUCCESSFUL CLUB MANAGEMENT TECHNIQUES AND OTHER INTERESTS WERE PROVIDED TO THE MEMBERSHIP. 0 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 46 0 1 31 1 1 1 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X JASON TATE CFO 7037399500 1733 KING STREET ALEXANDRIA VA 22314 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 35.00 5.00 X X 628768 0 78089 JOE MENDEZ CCM CCE CHAIRMAN 2.00 2.00 X X 0 0 0 RICHARD L LAROCCA CCM CCE VICE CHAIRMAN 2.00 2.00 X X 0 0 0 JANINE BUDZIUS CCM CCE SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 MICHAEL SEABROOK CCM CCE IMMEDIATE PAST CHAIRMAN 2.00 2.00 X X 0 0 0 MITCHELL S PLATT MCM CCE PAST CHAIRMAN THRU 02/28/24 2.00 2.00 X X 0 0 0 JOSEPH KRENN CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 CASEY NEWMAN CCM DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM SHONK CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 HAISSAM BAITYEH CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JUDY HIGGINS CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JACK SLAUGHTER CCM CCE DIRECTOR 2.00 0.00 X 0 0 0 JEFF ISBEL CCM DIRECTOR 2.00 0.00 X 0 0 0 KIMBERLY CLARK WARREN CCM DIRECTOR 2.00 0.00 X 0 0 0 CHARLES JOHNSON CCM DIRECTOR 2.00 0.00 X 0 0 0 JASON TATE CHIEF FINANCIAL OFFICER 32.50 5.00 X 234945 0 27386 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 37.50 0.00 X 253369 0 26263 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 37.50 0.00 X 239650 0 21926 CHRISTOHER VELO CHIEF INFORMATION OFFICER 37.50 0.00 X 196422 0 12411 MELISSA LOW VP, COMMUNICATION & ADVOCACY 37.50 0.00 X 176432 0 21252 ERICA BENJAMIN VP, MEMBER & CHAPTER RELATIONS 37.50 0.00 X 128508 0 15072 1858094 0 202399 12 0 1 0 J AYERS & ASSOCIATES 14808 WOOD HOME ROAD CENTREVILLE VA 20120 EVENT MANAGEMENT 128238 1 76415 76415 MEMBER DUES 900099 4381501 4381501 CONFERENCES 900099 4318138 3238645 1079493 PROFESSIONAL DEV. 900099 2970395 2900395 70000 ANNUAL EXHIBITS 900099 1083525 1083525 SALES AND SERVICES 541900 446091 2691 443400 624021 165951 423945 34125 13823671 195489 195489 10445 0 10445 10445 10445 OTHER INCOME 900099 33397 33397 33397 14139417 11772708 867345 1422949 X 208792 999334 2864703 216379 192577 248105 35632 52200 1391460 290973 876210 11585 250310 671159 4696713 96047 115304 89598 TAXES & LICENSES 69727 AWARDS AND CONTRIBUTION 91517 PROF. DEVELOPMENT 56690 INT'L WINE SOCIETY 55110 59789 13639914 247619 237226 5599126 4405328 841921 1022024 691129 733012 4379506 3147929 1265798 1231577 918964 1564487 524565 2177621 310519 414908 10399641 11786183 1578796 1704527 5260928 5861147 2091696 2008111 497080 573087 9428500 10146872 X 971141 1639311 971141 1639311 10399641 11786183 499503 168667 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4011457 2847307 1164150 62327 51320 11007 305722 249302 56420 1231577 158810-AB GLOBAL BOND FUND CL ADVISOR (ANAYX) 1094201 F 96304-BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 1083420 F 2177621 DUE TO CLUB FOUNDATION 158179 DEFERRED COMPENSATION 414908 573087 1 THE CLUB FOUNDATION 1733 KING STREET ALEXANDRIA VA 22314 521642692 501(C)(3) 178792 0 PROGRAM SUPPORT SEMINOLE REGION CHARITY GOLF TOURNAMENT 7201 ADDISON RESERVE BLVD DELRAY BEACH FL 334462340 204993916 501(C)(3) 10000 0 HURRICANE RELIEF CAROLINAS CLUB FOUNDATION 102 COLLEGE STATION DR SUITE 3 PMB135 BREVARD NC 28712 331097516 501(C)(3) 10000 0 HURRICANE RELIEF CLUB MANAGERS ASSOCIATION OF AMERICA - GEORGIA CHAPTER 1205 JOHNSON FERRY RD STE 165-460 MARIETTA GA 30068 582180904 501(C)(6) 10000 0 HURRICANE RELIEF 3 1 PART I, LINE 2: CFO AND DIRECTOR, THE CLUB FOUNDATION, TRACK THE USE OF GRANT FUNDS ON A MONTHLY BASIS TO ENSURE THE FUNDS ARE BEING USED IN THE INTENDED MANNER. X 1 1 X X X 0 1 0 JEFFREY D MORGAN FASAE CAE CHIEF EXECUTIVE OFFICER 497630 0 128750 0 2388 0 63150 0 22939 0 714857 0 0 0 KIMBERLY A PASQUALE CHIEF OPERATING OFFICER 229395 0 22000 0 1974 0 16215 0 10048 0 279632 0 0 0 JASON TATE CHIEF FINANCIAL OFFICER 210971 0 22000 0 1974 0 15047 0 12339 0 262331 0 0 0 JASON P KOENIGSFELD PHD CHE CHIEF LEARNING OFFICER 220770 0 17500 0 1380 0 15545 0 6381 0 261576 0 0 0 CHRISTOHER VELO CHIEF INFORMATION OFFICER 177308 0 17500 0 1614 0 12411 0 0 0 208833 0 0 0 MELISSA LOW VP, COMMUNICATION & ADVOCACY 163962 0 11000 0 1470 0 11727 0 9525 0 197684 0 0 0 PART I, LINE 1A CMAA PROVIDED TRAVEL FOR SPOUSES/SIGNIFICANT OTHERS FOR THE JULY BOARD MEETING. THIS BENEFIT IS NOT TAXABLE TO THE BOARD MEMBERS. PART I, LINE 4B CEO JEFFREY D. MORGAN PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457(F). CMAA MADE A CONTRIBUTION OF $25,000 TO THE PLAN ON HIS BEHALF FOR THE FISCAL YEAR ENDED OCTOBER 31, 2024. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE SEVEN CATEGORIES OF MEMBERSHIP: PROFESSIONAL, ASSOCIATE, RETIRED, HONORARY, STUDENT, ALUMNUS AND FACULTY. THERE ARE NO CLASSES OF MEMBERS, AND EACH MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A TEN PERCENT OF THE VOTING MEMBERSHIP SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY ANNUAL OR SPECIAL MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B ALL ELIGIBLE VOTING MEMBERS OF THE ASSOCIATION IN GOOD STANDING WHO ARE PRESENT AT THE ANNUAL MEETING MAY VOTE FOR DIRECTORS AND BYLAW AMENDMENTS BY BALLOT AT THE OFFICIAL POLLING PLACE WHERE THE ELECTION TAKES PLACE. FORM 990, PART VI, SECTION B, LINE 11B CMAA'S 990 IS REVIEWED BY THE CFO AND PRESENTED TO THE CEO FOR FINAL REVIEW AND APPROVAL. DISCUSSION TAKES PLACE OF ANY SIGNIFICANT ITEMS. THE 990 IS SENT TO ALL DIRECTORS AS PART OF THE PROCESS. THE BOARD IS MADE AWARE OF ANY SIGNIFICANT ISSUES SURROUNDING THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EXECUTIVE STAFF MEMBERS FILL OUT THE DOCUMENT ANNUALLY. CFO MONITORS COMPLIANCE. IN THE CASE OF A CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND TAKES ACTION, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY A DOCUMENT IS PREPARED FOR THE EXECUTIVE COMMITTEE DETAILING THE CEO COMPENSATION. THIS INCLUDES HISTORICAL DATA, MARKET DATA, COMPARISON TO INDUSTRY SURVEYS (I.E. ASAE) AND COPIES OF THE PREVIOUS EXECUTIVE COMMITTEE EVALUATIONS IN WRITING. THE EXECUTIVE COMMITTEE COLLECTIVELY APPROVES THE CEO SALARY AND DOCUMENTS THEIR EVALUATION AND THEN SHARES WITH THE FULL BOARD. A COMPENSATION STUDY WAS CONDUCTED ON OCTOBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING 1,241,701. COMMISSION 149,759. 1733 CMAA LLC 1733 KING STREET ALEXANDRIA VA 22314 261661215 REAL ESTATE MANAGEMENT VA 10445 2444443 CLUB MANAGEMENT ASSOCIATION OF AMERICA THE CLUB FOUNDATION 1733 KING STREET ALEXANDRIA VA 22314 521642692 TO FOSTER INTELLECTUAL EXCELLENCE IN THE FIELD OF CLUB MANAGEMENT DC 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 THE CLUB FOUNDATION B 178792 CASH THE CLUB FOUNDATION C 76415 CASH THE CLUB FOUNDATION L 120000 CASH