2026-07-09T09:37:28-05:00 2025-08-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-09-01 136163137 ASSOCIATION FOR CORPORATE GROWTH ASSO 3129574286 227 W MONROE ST 2100 CHICAGO IL 60606 BRENT BAXTER CEO 3129574286 2026-07-01 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-07-01 2024 2025-03-06 01:10:19Z BRENT BAXTER 227 W MONROE ST 2100 CHICAGO IL 60606 29312227 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 13 80 200 2973115 0 4264996 5067147 22603067 23379460 175387 381691 263633 483929 27307083 29312227 0 0 0 0 10258763 11178894 0 0 0 18329557 16660472 28588320 27839366 -1281237 1472861 14504685 11818743 14524545 10365742 -19860 1453001 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-EIGHT 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 1 227 0 80 1 1 1 1 CA UK 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X GLORIA GORDILS 7735938763 227 W MONROE ST 2100 CHICAGO IL 60606 CHRISTINE NOWACZYK CHAIRMAN ELECT (THRU MAY, 2025) 1.00 X X 0 0 0 STEVE CASTINO CHAIRMAN OF FINANCE 2.00 X X 0 0 0 DAVID ACHARYA DIRECTOR (THRU MAY, 2025) 1.00 X 0 0 0 TONY BANKS DIRECTOR 1.00 X 0 0 0 ASHTON BELK DIRECTOR 1.00 X 0 0 0 DOUG BROOKMAN DIRECTOR 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 (THRU MAY, 2025) 1.00 X 0 0 0 CHRIS HEBBLE DIRECTOR 1.00 X 0 0 0 TONY HILL DIRECTOR 1.00 X 0 0 0 JOHN HOLLINGSWORTH DIRECTOR 1.00 X 0 0 0 MARCIA NELSON 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 JOHN SURRETTE DIRECTOR 1.00 X 0 0 0 BRENT BAXTER CEO 40.00 X 390077 0 53385 MICHAEL RIVERA CHIEF STRATEGY OFFICER 40.00 X 274596 0 59679 SHANNON BUENIK CHIEF OF STAFF 40.00 X 160392 0 10071 CHRISTINE MELENDEZ CHIEF COMMERCIAL OFFICER 40.00 X 69018 0 2858 ROBERT DUNN MANAGING DIRECTOR 40.00 X 260850 0 54170 GLORIA GORDILS SR VP-FINANCE/CONTROLLER 40.00 X 223593 0 38935 DEBRA MICHIE REGIONAL CEO 40.00 X 224809 0 29886 CHRISTY DANCOUSE REGIONAL CEO 40.00 X 183555 0 13783 AMY RUEBSAM REGIONAL CEO 40.00 X 155350 0 9321 KAITLYN GREGORIO VP SALES 40.00 X 233936 0 41908 RYAN MEYERS SALES DIRECTOR 40.00 X 296800 0 15400 JOHANNES MASSERER CHAPTER EXECUTIVE DIRECTOR 40.00 X 201268 0 60763 VERONICA GARCIA MUNOZ EXECUTIVE DIRECTOR 40.00 X 160753 0 24889 KATHRYN MALONEY VP, COMMUNICATIONS & CONTENT 40.00 X 136261 0 33882 JACQUELINE D'ANTONIO SVP, COMMUNICATIONS 40.00 X 165160 0 22474 LISA HARRIS FORMER CFO 40.00 X 135539 0 0 3271957 0 471404 30 1 1 0 MGM RESORTS INTERNATIONAL (HQ) 880 GRIER DRIVE LAS VEGAS NV 89119 CONVENTION SERVICES 1728942 FREEMAN EXPOSITIONS LLC (HQ) PO BOX 734596 DALLAS TX 75373 CONVENTION SERVICES 745620 THE HOTEL AT AVALON(ATL) 9000 AVALON BOULEVARD ALPHARETTA GA 30009 CONVENTION SERVICES 373644 RHYTHM SOFTWARE INC(HQ) 893 STONE CREST RD ATLANTA GA 30324 AMS CONSULTANTS 344375 GOTHAM HALL(NY) 1356 BROADWAY NEW YORK NY 10018 CONVENTION SERVICES 317713 29 4578546 301267 187334 5067147 EVENTS 541900 12010992 12010992 SPONSORSHIP 541800 9216183 8395353 820830 VALUATION DATABASE 518210 2041877 2041877 PARTNERSHIP PROGRAM 541900 110408 110408 23379460 381691 381691 483929 238310 245619 483929 29312227 20644655 2973115 627310 2799519 6341766 244535 1793074 83749 110357 1733139 385203 348549 514505 172539 511444 9703910 546116 1144422 137265 BANK & CREDIT CARD FEES 794722 EVENTS 282617 DUES & SUBSCRIPTIONS 158636 BAD DEBT EXPENSE 9250 24049 27839366 309639 1683213 6543698 3134366 722764 796305 1632505 1757177 4328664 3253906 1462939 1074758 3833140 3294195 0 78729 14504685 11818743 2123652 2233408 5828768 6046292 3741583 2830542 2086042 14524545 10365742 X -19860 1453001 -19860 1453001 14504685 11818743 1472861 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 623004 559026 63978 3705660 2694880 1010780 1074758 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 DEFERRED INCOME TAX BENEFIT WAS $78,729 FOR THE YEAR ENDED AUGUST 31, 2025. 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, 2025 AND 2024. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CHAPTER OPERATIONS 9996 0 0 0 0 0 0 9996 0 9996 0 0 1 0 0 0 X X X 1 0 0 BRENT BAXTER CEO 390077 0 0 0 0 0 20700 0 32685 0 443462 0 0 0 MICHAEL RIVERA CHIEF STRATEGY OFFICER 274596 0 0 0 0 0 17100 0 42579 0 334275 0 0 0 ROBERT DUNN MANAGING DIRECTOR 177682 0 0 0 83168 0 16606 0 37564 0 315020 0 0 0 RYAN MEYERS SALES DIRECTOR 183200 0 10000 0 103600 0 14381 0 1019 0 312200 0 0 0 KAITLYN GREGORIO VP SALES 122433 0 0 0 111503 0 12296 0 29612 0 275844 0 0 0 GLORIA GORDILS SR VP-FINANCE/CONTROLLER 216093 0 7500 0 0 0 6325 0 32610 0 262528 0 0 0 JOHANNES MASSERER CHAPTER EXECUTIVE DIRECTOR 176268 0 25000 0 0 0 12972 0 47791 0 262031 0 0 0 DEBRA MICHIE REGIONAL CEO 224809 0 0 0 0 0 13716 0 16170 0 254695 0 0 0 CHRISTY DANCOUSE REGIONAL CEO 183555 0 0 0 0 0 3121 0 10662 0 197338 0 0 0 JACQUELINE D'ANTONIO SVP, COMMUNICATIONS 75070 0 0 0 90090 0 4186 0 18288 0 187634 0 0 0 VERONICA GARCIA MUNOZ EXECUTIVE DIRECTOR 160753 0 0 0 0 0 8893 0 15996 0 185642 0 0 0 SHANNON BUENIK CHIEF OF STAFF 147892 0 12500 0 0 0 9271 0 800 0 170463 0 0 0 KATHRYN MALONEY VP, COMMUNICATIONS & CONTENT 136261 0 0 0 0 0 8597 0 25285 0 170143 0 0 0 AMY RUEBSAM REGIONAL CEO 140350 0 15000 0 0 0 9321 0 0 0 164671 0 0 0 LISA HARRIS FORMER CFO 0 0 0 0 135539 0 0 0 0 0 135539 0 0 0 PART I, LINE 4A LISA HARRIS, CFO, RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $135,539. 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 WHICH OCCURS AT THE ANNUAL CONFERENCE - DEALMAX. 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 CONFLICT 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 CONFLICT 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 -6592 56116 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1