2026-02-20T12:13:29-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 911027785 SOLID WASTE ASSOCIATION OF NORTH AMERICA SOLI 8004679262 8484 GEORGIA AVENUE 230 SILVER SPRING MD 20910 AMY LESTITION BURKE CEO 8004679262 2026-02-20 1 0 AARON FOX P01365820 2022274000 2026-02-19 2024 2025-03-06 01:10:19Z AMY LESTITION BURKE 8484 GEORGIA AVENUE 230 SILVER SPRING MD 20910 6547758 0 X WWW.SWANA.ORG X 1966 CA ADVANCING THE RESPONSIBLE MANAGEMENT OF SOLID WASTE AS A RESOURCE. 21 21 26 21 0 0 241784 168909 5098404 5142233 152679 65583 209805 3212 5702672 5379937 0 40568 0 0 3228072 2279587 0 0 348186 3569841 3584423 6797913 5904578 -1095241 -524641 3444194 3371082 2253108 2571945 1191086 799137 SWANA IS AN ORGANIZATION OF PROFESSIONALS COMMITTED TO ADVANCING FROM SOLID WASTE MANAGEMENT TO RESOURCE MANAGEMENT THROUGH THEIR SHARED EMPHASIS ON EDUCATION, ADVOCACY, SAFETY, AND RESEARCH. 0 0 2720434 40568 4235062 TECHNICAL PROGRAMS, TRAINING, AND EDUCATION:AS A RECOGNIZED RESOURCE FOR TECHNICAL EDUCATION AND TRAINING IN SOLID WASTE AND RESOURCE MANAGEMENT, SWANA DELIVERED CONFERENCES FOR THOUSANDS OF INDUSTRY PROFESSIONALS THROUGHOUT NORTH AMERICA, INCLUDING: WASTECON 2024; 8 IN-PERSON TRAININGS IN FACILITIES ACROSS THE US; 31 LEARNING EVENTS THROUGH SWANA CHAPTERS IN THE US AND CANADA; AND A LIBRARY OF 14 ONDEMAND COURSES, TWO TRAIN-THE-TRAINER PROGRAMS; AND WEBINARS. 358762 POLICY DEVELOPMENT AND ADVOCACY:SWANA CONTINUED TO HAVE A HIGH LEVEL OF VISIBILITY ON PUBLIC POLICY TOPICS, ENGAGING IN ADVOCACY AND INFORMING SWANA MEMBERS OF POLICY DEVELOPMENTS. SWANA ENGAGED ON A RANGE OF TOPICS RELEVANT TO THE INDUSTRY INCLUDING PFAS, LANDFILL REGULATIONS, WASTE TO ENERGY REGULATIONS, RECYCLING INFRASTRUCTURE, WORKPLACE SAFETY, BATTERY SAFETY, AND THE GLOBAL PLASTICS TREATY NEGOTIATIONS. THE SWANA VOLUNTEER CORE ADVOCACY GROUP PROVIDED INPUT ON PROPOSED PUBLIC POLICIES, AND SHARED UPDATES WITH THEIR RESPECTIVE SWANA CHAPTERS AND TECHNICAL DIVISIONS. 290285 247421 RESEARCH AND DEVELOPMENT: SWANA DEVELOPED AND RELEASED THREE RESEARCH REPORT AND SEVERAL ARTICLES ON TIMELY INDUSTRY TOPICS INCLUDING RECYCLING CONTAMINATION, WASTE TO ENERGY FACILITIES, RECYCLING MARKETS, THE GLOBAL PLASTICS TREATY NEGOTIATIONS, FACILITY OPERATIONS, NEW TECHNOLOGIES, AND MORE. 3369481 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 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 42 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA MD X EVERITA SAFRA 8004679262 8484 GEORGIA AVENUE 230 SILVER SPRING MD 20910 TAMMY HAYES PRESIDENT 4.00 X X 0 0 0 ART MERCER PAST PRESIDENT 5.00 X X 0 0 0 ELIZABETH ROE VICE PRESIDENT 4.00 X X 0 0 0 LYNSEY BAER TREASURER 4.00 X X 0 0 0 KEVIN ROCHE SECRETARY 4.00 X X 0 0 0 JAMES D MOORE SC REGION 1 DIRECTOR 2.00 X 0 0 0 PRESTON R LEE REGION 2 DIRECTOR 2.00 X 0 0 0 TIM STEPHENS REGION 3 DIRECTOR 2.00 X 0 0 0 TIFFANY DUNN REGION 4 DIRECTOR 2.00 X 0 0 0 DANIEL COOPER REGION 5 DIRECTOR 2.00 X 0 0 0 PHILIP WESTMORELAND PE REGION 6 DIRECTOR 2.00 X 0 0 0 GARY CONOVER REGION 7 DIRECTOR 2.00 X 0 0 0 CARLA JORDAN REGION 8 DIRECTOR 2.00 X 0 0 0 JOHN WELCH REGION 9 DIRECTOR 2.00 X 0 0 0 JOHN HAWK REGION 10 DIRECTOR 2.00 X 0 0 0 MARY SHANKS REGION 11 DIRECTOR 2.00 X 0 0 0 ACHILLES MALLARI REGION 12 DIRECTOR 2.00 X 0 0 0 SHANNAN MCGARR REGION 13 DIRECTOR 2.00 X 0 0 0 HAILEY TATUM YOUNG PROFESSIONAL DIRECTOR 2.00 X 0 0 0 ALLISON TRULOCK TECHNICAL DIVISION DIRECTOR 2.00 X 0 0 0 SUSANNE PASSANTINO PRIVATE SECTOR DIRECTOR 2.00 X 0 0 0 AMY LESTITION BURKE CEO 40.00 X 291008 0 35888 MERI BETH WOJTASZEK DEPUTY EXEC. DIRECTOR UNTIL 05/24 40.00 X 185604 0 2000 TAMARA BENNETT SR DIR OF MEMBERSHIP UNTIL 11/24 40.00 X 144435 0 27504 JEREMY O'BRIEN DIRECTOR APPLIED RESEARCH FOUND. UNTIL 12/24 40.00 X 155182 0 29742 ARMINDA VALLES-HALL SR DIR MEMBER LEARNING & EDUC. UNTIL 01/25 40.00 X 144879 0 39339 GAETANO RISO DIRECTOR OF IT UNTIL 07/2024 40.00 X 146877 0 31378 KRISTYN OLDENDORF SR DIR OF PUBLIC POLICY AND COMMUNICATIONS 40.00 X 153880 0 7756 1221865 0 173607 9 0 1 0 WHITEFORD TAYLOR AND PRESTON 7 SAINT PAUL STREET 15TH FLOOR BALTIMORE MD 21202 LEGAL SERVICES 123637 1 168909 168909 MEMBERSHIP DUES 900099 2369072 2369072 CONFERENCES & MEETINGS 900099 1900687 1240937 659750 TRAININGS 900099 531030 531030 APPLIED RESEARCH FEES 900099 247421 247421 CERTIFICATION FEES 900099 94023 94023 5142233 65219 65219 142825 142825 1168185 1167821 364 364 364 REBATES/REIMB. 900099 55681 55681 OTHER INCOME 900099 20079 20079 SHIPPING FEES 900099 2289 2289 -217662 -217662 -139613 5379937 4482483 0 728545 X 40568 40568 427762 171104 256658 1440212 649880 719986 70346 26183 11691 13331 1161 243846 108791 124328 10727 141584 62346 73792 5446 128271 55103 66626 6542 148206 63667 76981 7558 18177 18177 633394 495463 128333 9598 78495 54850 23645 197773 137995 52694 7084 871846 462369 372917 36560 82060 36107 42794 3159 200759 171538 8810 20411 830106 667692 28322 134092 252999 111320 131939 9740 72985 5482 67503 CHAPTER SERVICES 39808 39808 DUES & SUBSCRIPTIONS 21789 21789 TRAINING & EDUCATION 4035 1918 2117 MISCELLANEOUS 3720 3720 5904578 3369481 2186911 348186 321330 608905 214636 273380 85542 193527 688144 668508 67336 19636 2337081 2135075 418269 140559 3444194 3371082 523951 543267 1462641 1694011 46179 191312 220337 143355 2253108 2571945 X 798714 388062 392372 411075 1191086 799137 3444194 3371082 -524641 132692 0 X 0 1 X 1 0 X 921466 724990 272386 241784 168909 2329535 3789905 5100568 5746541 5098404 5142233 24877651 4711371 5825558 6018927 5340188 5311142 27207186 71 25500 271 3214 800 29856 0 71 25500 271 3214 800 29856 27177330 182387 176067 402177 276479 208044 1245154 182387 176067 402177 276479 208044 1245154 11635 2092 2173 1601 2289 19790 4905393 6003717 6423277 5618268 5521475 28472130 0.95450 0.95650 0.04370 0.04200 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 10,000. SHIPPING - 2020 AMOUNT: $ 1,635. 2021 AMOUNT: $ 2,092. 2022 AMOUNT: $ 2,173. 2023 AMOUNT: $ 1,601. 2024 AMOUNT: $ 2,289. CHAPTER SERVICE/REIMB - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4016 4016 8032 5896546 5904578 445229 111307 0 0 440700 481155 489896 445229 1856980 2785470 59476 62079 143407 8032 272994 110175 120289 122474 111307 464245 696368 17596 28703 64533 4016 114848 0 1 X 688144 668508 19636 19636 LEASE LIABILITY 143355 143355 X 5494452 132692 132692 5361760 18177 18177 5379937 5886401 0 5886401 18177 18177 5904578 PART IV, LINE 2B: SWANA COLLECTS MEMBERSHIP DUES ON BEHALF OF ITS INDEPENDENT CHAPTERS. AT JUNE 30, 2025, SWANA HELD CHAPTER DUES PAYABLE TO THE CHAPTERS OF $191,312. PART X, LINE 2: SWANA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, 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 SCHOLARSHIPS 6 30000 STUDENT DESIGN COMPETITION 17 6500 LEGACY FUND STIPENDS 3 4068 PART I, LINE 2: THE SOLID WASTE ASSOCIATION OF NORTH AMERICA (SWANA) MAINTAINS COMPREHENSIVE RECORDS THROUGH A DEDICATED SCHOLARSHIP COMMITTEE. THIS COMMITTEE EVALUATES ALL APPLICANTS BASED ON PREDEFINED SELECTION CRITERIA, WHICH INCLUDE ACADEMIC TRANSCRIPTS, LETTERS OF RECOMMENDATION FROM FACULTY, DOCUMENTED ACADEMIC PERFORMANCE AND OTHER REQUIREMENTS AS DETAILED ON EACH APPLICATION. ONCE THE COMMITTEE HAS FINALIZED RECOMMENDATIONS, THE SWANA BOARD OF DIRECTORS APPROVES SCHOLARSHIP RECIPIENTS. A FORMAL DISBURSEMENT REQUEST IS SUBMITTED TO THE ACCOUNTING DEPARTMENT TO ENSURE ALL AWARDS ARE DOCUMENTED AND PROCESSED IN ACCORDANCE WITH INTERNAL FINANCIAL CONTROLS. TO ENSURE THE INTEGRITY OF FUND UTILIZATION, SWANA EMPLOYS A VERIFICATION PROCESS PRIOR TO THE RELEASE OF ANY SCHOLARSHIP MONIES. THIS PROCEDURE REQUIRES THE SUBMISSION OF OFFICIAL ENROLLMENT DOCUMENTATION FROM THE RECIPIENT'S EDUCATIONAL INSTITUTION. THESE RECORDS SERVE TO VERIFY THE STUDENT'S ACTIVE ENROLLMENT STATUS AND ENSURE THAT FUNDS ARE APPLIED APPROPRIATELY TOWARD THEIR ACADEMIC PURSUITS. X X X 1 0 0 1 0 1 0 1 0 AMY LESTITION BURKE CEO 260958 0 30050 0 0 0 4000 0 31888 0 326896 0 0 0 MERI BETH WOJTASZEK DEPUTY EXEC. DIRECTOR UNTIL 05/24 82862 0 0 0 102742 0 2000 0 0 0 187604 0 0 0 JEREMY O'BRIEN DIRECTOR APPLIED RESEARCH FOUND. UNTIL 12/24 150682 0 4500 0 0 0 4000 0 25742 0 184924 0 0 0 ARMINDA VALLES-HALL SR DIR MEMBER LEARNING & EDUC. UNTIL 01/25 143379 0 1500 0 0 0 4000 0 35339 0 184218 0 0 0 GAETANO RISO DIRECTOR OF IT UNTIL 07/2024 85572 0 0 0 61305 0 3000 0 28378 0 178255 0 0 0 TAMARA BENNETT SR DIR OF MEMBERSHIP UNTIL 11/24 143385 0 1050 0 0 0 4000 0 23504 0 171939 0 0 0 KRISTYN OLDENDORF SR DIR OF PUBLIC POLICY AND COMMUNICATIONS 151830 0 2050 0 0 0 2213 0 5543 0 161636 0 0 0 PART I, LINE 4A SEVERANCE PAYMENT OF $102,742 WAS PAID TO THE DEPARTING DEPUTY EXECUTIVE DIRECTOR AND $61,305 WAS PAID TO THE DEPARTING DIRECTOR OF IT DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024. PART I, LINE 5 TOTAL COMPENSATION PAID TO THE CEO WAS CONTINGENT UPON THE REVENUES OF SWANA. PART I, LINE 6 TOTAL COMPENSATION PAID TO THE CEO WAS CONTINGENT UPON THE NET EARNINGS OF SWANA. PART I, LINE 7 THE YEAR-END BONUS, WHICH IS PART OF TOTAL CEO COMPENSATION, WAS CALCULATED BY THE COMPENSATION COMMITTEE USING A FORMULA IDENTIFIED IN THE EMPLOYMENT AGREEMENT AND TIED TO MANAGEMENT, OPERATIONS, AND FINANCIAL GOALS. ALL OTHER EMPLOYEE BONUSES, INCLUDING THOSE AWARDED TO HIGHEST COMPENSATED EMPLOYEES, WERE ISSUED AS NON-FIXED PAYMENTS DETERMINED AT THE DISCRETION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, SWANA UPDATED ITS BYLAWS. CHANGES INCLUDE THE FOLLOWING: - MEMBERSHIP STRUCTURE REMOVED FROM BYLAWS: SPECIFIC MEMBERSHIP CLASSES, RIGHTS, AND PRIVILEGES ARE ELIMINATED. THE - BOARD IS GIVEN AUTHORITY TO DEFINE MEMBERSHIP CATEGORIES AND RIGHTS THROUGH POLICY. - REDUCED QUORUM AND NOTICE REQUIREMENTS: MEMBER MEETING QUORUM IS LOWERED FROM 100 TO 50 MEMBERS, AND MINIMUM NOTICE IS REDUCED FROM 30 DAYS TO 10 DAYS, ALLOWING MORE EFFICIENT DECISION-MAKING. - BOARD GOVERNANCE STREAMLINED: BOARD QUORUM IS REDUCED FROM TWO-THIRDS TO A SIMPLE MAJORITY. TERM STRUCTURES ARE SIMPLIFIED, AND REMOVAL STANDARDS ARE UPDATED TO REFLECT LEGAL AND FIDUCIARY NORMS. - NEW EXECUTIVE COMMITTEE CREATED: OFFICERS MAY ACT ON BEHALF OF THE BOARD IN TRUE EMERGENCY SITUATIONS BETWEEN MEETINGS, WITH LIMITS AND PROMPT REPORTING REQUIREMENTS. - ADVISORY BOARD REPLACED: THE ADVISORY BOARD IS RENAMED AN ADVISORY COUNCIL, WITH STRUCTURE AND OPERATION GOVERNED BY THE POLICY MANUAL. - COMMITTEES RESTRUCTURED: STANDING COMMITTEES ARE REVISED AND REALIGNED (TECHNICAL POLICY, FINANCE, MEMBERSHIP, GOVERNANCE) WITH SMALLER MEMBERSHIP AND CLEARER LEADERSHIP ROLES. - OPERATIONAL DETAILS MOVED TO POLICY: PROVISIONS ON TECHNICAL DIVISIONS, AWARDS, CHAPTER DOCUMENTATION, FINANCIAL MECHANICS, AND EXECUTIVE DUTIES ARE REMOVED FROM THE BYLAWS AND ADDRESSED THROUGH BOARD-APPROVED POLICY. FORM 990, PART VI, SECTION A, LINE 6 SWANA HAS 6 TYPES OF MEMBERSHIPS INCLUDING, PUBLIC SECTOR INDIVIDUAL MEMBER, PRIVATE SECTOR INDIVIDUAL MEMBER, STUDENT MEMBER, LIFE MEMBER, HONORARY MEMBER, AND RETIRED MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF SWANA ELECT THE OFFICERS. BOARD MEMBERS ARE APPROVED TO THEIR POSITIONS. BOARD OF DIRECTORS MEMBERS ARE ELECTED BY REGIONS, REPRESENTING CHAPTERS IN 13 DEFINED GEOGRAPHIC AREAS, AND BY CONSTITUENCIES IN TECHNICAL DIVISIONS, PRIVATE SECTORS, AND YOUNG PROFESSIONALS. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES ARE SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS AND BY THE FULL MEMBERSHIP, THEREAFTER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY STAFF, THEN DISTRIBUTED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW AND COMMENT. A COPY OF THE FILED 990 IS STORED IN MYSWANA - A MEMBER COMMUNITY PLATFORM - AS A LIBRARY ITEM FOR FUTURE REFERENCE BY THE BOARD AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C SWANA FOLLOWS ITS WRITTEN CONFLICT OF INTEREST POLICY BY ENSURING DISCLOSURE OF ALL MATERIAL FACTS CONCERNING ANY POTENTIAL CONFLICT OF INTEREST, REMOVING AN INTERESTED PERSON DURING THE DISCUSSION OF AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST, AND REQUIRING INTERESTED PERSONS TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING THE CONFLICT OF INTEREST POLICY AND ADDITIONALLY DURING THE YEAR IF A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15A AFTER REVIEW OF COST-OF-LIVING DATA FROM BUREAU OF LABOR STATISTICS, COMPENSATION SURVEYS, AND OTHER INFORMATION, THE COMPENSATION COMMITTEE PRESENTS THE BOARD OF DIRECTORS WITH RECOMMENDED CHANGES TO THE BASE SALARY FOR THE CEO. THE TIMING OF THESE DECISIONS IS IDENTIFIED IN THE CEO EMPLOYMENT CONTRACT. THE COMPENSATION COMMITTEE (A SUBSET OF THE BOARD OF DIRECTORS) ALSO RECOMMENDS A PERFORMANCE BONUS FOR THE CEO BASED ON A REVIEW OF MANAGEMENT, OPERATIONS, AND FINANCIAL GOALS, ACCORDING TO CRITERIA WRITTEN INTO AN ATTACHMENT TO THE EMPLOYMENT CONTRACT. PRIOR TO MAY 2024, AFTER REVIEW OF SIMILAR INFORMATION AND INDIVIDUAL PERFORMANCE, THE CEO DETERMINES THE BASE SALARY AND A PERFORMANCE BONUS FOR THE DEPUTY EXECUTIVE DIRECTORS (DEDS) AND THE DIRECTOR OF MEMBERSHIP. PAY CHANGES FOR OTHER KEY EMPLOYEES AND/OR HCE ARE DETERMINED BY THE EXECUTIVE TEAM CONSISTING OF THE CEO AND THE TWO DEDS. PERFORMANCE BONUSES FOR ALL EMPLOYEES OTHER THAN THE CEO ARE AWARDED AT THE DISCRETION OF THE CEO. AFTER MAY 2024, AFTER REVIEW OF SIMILAR INFORMATION AND INDIVIDUAL PERFORMANCE, THE ED/CEO DETERMINES BASE SALARY AND PERFORMANCE BONUSES FOR ALL EMPLOYEES AND ARE AWARDED AT THE DISCRETION OF THE ED/CEO. FORM 990, PART VI, SECTION C, LINE 19 SWANA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORMS 990 AND FORM 1023, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST BY PROVIDING COPIES AT THE OFFICE. THE BYLAWS, MANAGEMENT & ADMINISTRATIVE POLICIES, AND ANNUAL FINANCIAL AUDIT ARE AVAILABLE TO ALL MEMBERS BEHIND A FIREWALL ON SWANA'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 495,463. MANAGEMENT AND GENERAL EXPENSES 128,333. FUNDRAISING EXPENSES 9,598. TOTAL EXPENSES 633,394.