2026-09-02T10:46:25-05:00 2025-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2025-01-01 232290568 THE ARTHUR PAGE SOCIETY ARTH 2124007959 230 PARK AVENUE 3RD FL WEST NEW YORK NY 10169 ROCHELLE FORD CEO 2124007959 2026-09-02 1 MATT BURKE P00760659 6315821600 2026-09-02 2025 ROCHELLE FORD 230 PARK AVENUE 3RD FL WEST NEW YORK NY 10169 6578247 0 X WWW.PAGE.ORG X 1983 PA TO STRENGTHEN THE ENTERPRISE LEADERSHIP ROLE OF THE CHIEF COMMUNICATION OFFICER BY EMBRACING THE HIGHEST PROFESSIONAL STANDARDS; BY ADVANCING THE WAY COMMUNICATION IS UNDERSTOOD, PRACTICED, AND TAUGHT; AND BY PROVIDING A COLLEGIAL AND DYNAMIC LEARNING ENVIRONMENT. 27 26 35 28 0 0 677764 439958 5247395 5509710 411414 112908 0 301624 6336573 6364200 13345 156438 0 0 3220408 3193100 0 0 75637 2869791 2945390 6103544 6294928 233029 69272 3281349 3724678 2071891 2202449 1209458 1522229 X TO STRENGTHEN THE IMPACT OF CHIEF COMMUNICATION OFFICERS AND THEIR TEAMS AND TO LEAD THE PROFESSION INTO THE FUTURE. 0 0 1168798 1756405 CONNECT PROGRAM AREAS ARE CORE TO PAGE'S STRATEGIC PILLAR OF BUILDING THE COMMUNITY BY CREATING ENGAGEMENT OPPORTUNITIES AND HELPING 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 OUR GENERAL MEMBER ENGAGEMENT STRATEGY. 2070577 3350545 BELONG PROGRAM AREAS ARE A SECOND PART OF PAGE'S STRATEGIC PILLAR OF BUILDING THE COMMUNITY BY CULTIVATING 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, RENEWAL CAMPAIGNS, REGIONAL EVENTS AND CONVERSATIONS, PAGE DEI INITIATIVES, PAGE UP TASK FORCES, AND RESPONSES TO GENERAL MEMBERSHIP INQUIRIES. 1070396 153873 3700 INSPIRE PROGRAMS ARE PART OF PAGE'S STRATEGIC PILLAR OF ELEVATING THE PROFESSION. THESE PROGRAMS AIM TO CREATE TRANSFORMATIVE THOUGHT LEADERSHIP CONTENT THAT DEFINES THE FUTURE ROLE OF THE CCO AND ADVANCES SENIOR COMMUNICATION LEADERS' ABILITY TO INFLUENCE ENTERPRISES. THESE PROGRAMS TYPICALLY REQUIRE STAFF TIME WITH LITTLE DIRECT REVENUE. SPECIFIC PROGRAMS AND INITIATIVES INCLUDE RESEARCH AND REPORTS, SUCH AS THE BENCHMARKING REPORT RELEASED IN 2025, PAGE CONVERSATIONS AND WEBINARS, PODCASTS, NEWSLETTERS, AND OTHER PROJECTS THAT DEVELOP THOUGHT LEADERSHIP AND CONTENT FOR OUR MEMBERS AND AVAILABLE TO THE GENERAL PUBLIC THROUGH THE KNOWLEDGE BASE SECTION OF PAGE.ORG AND THE PATHS.PAGE.ORG SITE. 387966 2565 339060 LEARN PROGRAMS ARE PART OF PAGE'S STRATEGIC PILLAR OF ELEVATING THE PROFESSION. THESE PROGRAMS 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 PAGE/YALE EXECUTIVE EDUCATION PROGRAM. 387966 2565 339060 4697737 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X ROCHELLE FORD 2124007959 230 PARK AVENUE SUITE 322 NEW YORK NY 10169 KELLI PARSONS CHAIR 1.00 X X 0 0 0 BRIAN LOTT VICE CHAIR 1.00 X 0 0 0 TOROD NEPTUNE VICE CHAIR 1.00 X 0 0 0 JIM MONTESANO TRUSTEE 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 VICE CHAIR 1.00 X 0 0 0 DAMON JONES 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 SECRETARY/TREASURER 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 STACY SHARPE TRUSTEE 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 MACDONALD TRUSTEE 1.00 X 0 0 0 MONIKA SCHALLER TRUSTEE 1.00 X 0 0 0 ROCHELLE FORD CHIEF EXECUTIVE OFFICER 40.00 X X 435000 0 21720 JUAN-CARLOS MOLLEDA TRUSTEE 1.00 X 0 0 0 DANIEL STROUHAL CHIEF OPERATING OFFICER 40.00 X 258880 0 9470 ELIOT MIZRACHI VP STRATEGY & CONTENT 40.00 X 194371 0 23218 ANABELLA TINOCO VP, COMMUNICATIONS & MARKE 40.00 X 193843 0 28703 KELLY GREENE CHIEF OF STAFF 40.00 X 142908 0 27239 LAUREN KRAMON DIRECTOR OF EVENTS 40.00 X 123621 0 12171 AISHIK BARUA DIRECTOR OF BRAND STRATEGY & COMMUNICATIONS 40.00 X 110890 0 11475 MARIANNA FRANTZIS SENIOR ADVISOR OF MEMBERSHIP & OPS. 40.00 X 139344 0 12853 1598857 0 146849 8 0 1 0 0 439958 439958 MEMBERSHIPS 541900 3401703 3401703 EVENT INCOME 541900 2108007 2108007 5509710 84259 84259 242696 214047 28649 28649 28649 EMPLOYEE RETENTION TAX 900099 257250 257250 OTHER INCOME 900099 44374 44374 301624 6364200 5811334 0 112908 156438 156438 842845 490405 324320 28120 1835869 1306503 529366 71249 49162 21375 712 245333 167183 75064 3086 197804 136485 59341 1978 65540 65540 71677 71677 440387 359890 39037 41460 12984 12984 11953 8147 3806 152188 83703 68485 45486 45486 139147 132144 7003 28100 24728 3091 281 5492 5492 EVENT EXPENSES 1741450 1741450 OTHER EXPENSES 175806 2299 173507 DUES AND SUBSCRIPTIONS 18628 10618 8010 STAFF TRAINING 15727 157 15570 20825 15441 5384 6294928 4697737 1521554 75637 608271 304976 34992 75339 43129 129336 366537 257323 2105728 2863112 122692 94592 3281349 3724678 79362 120892 1947104 2032258 45425 49299 2071891 2202449 X 1209458 1522229 1209458 1522229 3281349 3724678 69272 243499 0 X X 0 1 X 1 0 X 575221 731356 538867 677764 439958 2963166 3321364 4522266 5034647 5247395 5509710 23635382 3896585 5253622 5573514 5925159 5949668 26598548 0 0 0 26598548 84542 38876 86248 71754 84259 365679 84542 38876 86248 71754 84259 365679 872 301624 302496 3981127 5292498 5660634 5996913 6335551 27266723 0.97550 0.01340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER CURRENT LIABILITIES 49299 49299 X 6928112 243499 320413 563912 6364200 0 6364200 6615341 320413 320413 6294928 0 6294928 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 2025 AND 2024. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SERVICES GLOBAL INITIATIVE 31395 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICES GLOBAL INITIATIVE 265851 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PROGRAM SERVICES GLOBAL INITIATIVE 94 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PAKIS PROGRAM SERVICES GLOBAL INITIATIVE 4229 0 0 0 0 0 0 301569 0 301569 0 0 0 0 0 0 1 DIVERSITY ACTION ALLIANCE 78 JOHN MILLER WAY STE 326 KEARNY NJ 07032 333660293 501(C)(3) 123978 0 TRANSITIONAL AND GENERAL OPERATING SUPPORT FOLLOWING DECONSOLIDATION PART I, LINE 2: COMMITTEES SELECT THE RECIPIENTS OF THE ONE-TIME GRANT AWARDS. NO MONITORING IS NECESSARY. X X X X 1 0 0 0 0 0 0 0 0 ROCHELLE FORD CHIEF EXECUTIVE OFFICER 335000 0 100000 0 0 0 8025 0 13695 0 456720 0 0 0 DANIEL STROUHAL CHIEF OPERATING OFFICER 199924 0 58956 0 0 0 7767 0 1703 0 268350 0 0 0 ANABELLA TINOCO VP, COMMUNICATIONS & MARKE 138375 0 55468 0 0 0 5815 0 22888 0 222546 0 0 0 ELIOT MIZRACHI VP STRATEGY & CONTENT 148021 0 46350 0 0 0 4441 0 18777 0 217589 0 0 0 KELLY GREENE CHIEF OF STAFF 117733 0 25175 0 0 0 4287 0 22952 0 170147 0 0 0 MARIANNA FRANTZIS SENIOR ADVISOR OF MEMBERSHIP & OPS. 121647 0 17697 0 0 0 4180 0 8673 0 152197 0 0 0 PART I, LINE 4A ELIOT MIZRACH - $50,421 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 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 2025, 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 CEO WAS HIRED, 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 IS COMPRISED OF INDEPENDENT MEMBERS. 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 1: EFFECTIVE MARCH 31, 2025, THE ORGANIZATION DECONSOLIDATED DIVERSITY ACTION ALLIANCE, INC. ("DAA"). PRIOR TO THIS DATE, DAA OPERATED AS A PROGRAM OF THE ORGANIZATION. ON MARCH 31, 2025, THE ORGANIZATION AND DAA EXECUTED AN ASSET TRANSFER AGREEMENT PURSUANT TO WHICH DAA BECAME A SEPARATE, STANDALONE NOTFORPROFIT CORPORATION. UNDER THE AGREEMENT, THE ORGANIZATION TRANSFERRED TO DAA ALL ASSETS RELATED TO THE DIVERSITY ACTION ALLIANCE PROGRAM. DAA ASSUMED ALL LIABILITIES ASSOCIATED WITH THE DIVERSITY ACTION ALLIANCE PROGRAM, WHETHER KNOWN OR UNKNOWN, ACCRUED OR CONTINGENT, AS OF THE TRANSFER DATE. ASSETS AND LIABILITIES WERE TRANSFERRED ON AN "ASIS, WHEREIS" BASIS. CERTAIN ORGANIZATION ASSETS UNRELATED TO THE DIVERSITY ACTION ALLIANCE PROGRAM WERE EXPLICITLY RETAINED BY THE ORGANIZATION. IN CONNECTION WITH THE DECONSOLIDATION, THE ORGANIZATION TERMINATED EMPLOYEES ASSOCIATED WITH THE DIVERSITY ACTION ALLIANCE PROGRAM, AND DAA REHIRED THOSE EMPLOYEES AND ASSUMED FULL RESPONSIBILITY FOR PAYROLL, EMPLOYEE BENEFITS, AND RELATED OBLIGATIONS SUBSEQUENT TO MARCH 31, 2025. FOLLOWING THE TRANSFER, DAA BEGAN OPERATING INDEPENDENTLY, INCLUDING MAINTAINING ITS OWN BANK ACCOUNTS AND CONDUCTING ITS OWN OPERATING ACTIVITIES. IN ADDITION, THE ASSET TRANSFER AGREEMENT PROVIDED FOR TRANSITIONAL FUNDING SUPPORT FROM THE ORGANIZATION TO DAA OF UP TO $95,128 TO REIMBURSE ELIGIBLE STARTUP AND TRANSITION COSTS, CONSISTING OF REIMBURSEMENT OF DOCUMENTED EXPENSES INCURRED THROUGH THE TRANSFER DATE TOTALING $20,128, AND AN ADDITIONAL PAYMENT OF $75,000, SUBJECT TO SUBSTANTIATION OF ELIGIBLE EXPENSES. THESE COSTS RELATED PRIMARILY TO LEGAL, ACCOUNTING, PAYROLL SETUP, INSURANCE, SYSTEMS, AND SPECIFIED PROGRAM AND OPERATING EXPENSES. DURING THE YEAR ENDED DECEMBER 31, 2025, THE ORGANIZATION PAID DAA A TOTAL OF $95,128. AMOUNTS PAID IN EXCESS OF THE TRANSITIONAL FUNDING DESCRIBED ABOVE WERE RECORDED AS CHARITABLE CONTRIBUTIONS IN THE ACCOMPANYING STATEMENT OF FUNCTIONAL EXPENSES. THESE PAYMENTS DID NOT REPRESENT OPERATING EXPENSES PAID ON BEHALF OF DAA AND DID NOT CONVEY ONGOING CONTROL. MANAGEMENT EVALUATED THE TRANSACTION UNDER THE GUIDANCE IN ASC 810, CONSOLIDATION, AND CONCLUDED THAT, AS OF MARCH 31, 2025, THE ORGANIZATION NO LONGER HAD A CONTROLLING FINANCIAL INTEREST IN DAA. THE ORGANIZATION DOES NOT HAVE THE POWER TO DIRECT THE ACTIVITIES THAT MOST SIGNIFICANTLY IMPACT DAA'S ECONOMIC PERFORMANCE AND DOES NOT RETAIN RIGHTS TO DAA'S ASSETS OR OBLIGATIONS FOR ITS LIABILITIES. ACCORDINGLY, DAA HAS NOT BEEN CONSOLIDATED IN THE ORGANIZATION'S FINANCIAL STATEMENTS SUBSEQUENT TO MARCH 31, 2025. NO GAIN OR LOSS WAS RECOGNIZED UPON DECONSOLIDATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.