2026-08-03T21:34:58-05:00 2025-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2025-01-01 521125072 SOCIETY FOR SCHOLARLY PUBLISHING SOCI 8564390500 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 MELANIE DOLECHEK EXECUTIVE DIRECTOR 8564390500 2026-08-03 1 CHRISTOPHER J CLAIR P00218187 9132442521 2026-08-03 2025 2025-03-06 01:10:19Z MELANIE DOLECHEK 1120 ROUTE 73 STE 200 MOUNT LAUREL NJ 08054 1631830 0 X www.sspnet.org X 1979 DC THE SOCIETY IS AN ORGANIZATION COMPRISED OF PUBLISHERS, PRINTERS, SCHOLARS, LIBRARIANS AND OTHERS INVOLVED WITH SCHOLARLY COMMUNICATION. THE MISSION OF THE ORGANIZATION IS TO ADVANCE SCHOLARLY PUBLISHING AND COMMUNICATION AND THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH EDUCATION, COLLABORATION, AND NETWORKING AMONG INDIVIDUALS IN THE FIELD. THE SOCIETY CONDUCTS EDUCATIONAL PROGRAMS THROUGH AN ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. 13 13 5 13 104757 0 135952 153322 1243522 1292196 116812 58936 90524 106211 1586810 1610665 0 0 0 0 412783 462874 15480 10350 19546 993297 1238359 1421560 1711583 165250 -100918 2255667 2401362 344688 377220 1910979 2024142 SEE MISSION STATEMENT ON 990 PAGE 1, PART 1 AND CONTINUING ON SCHEDULE O 0 0 1050146 1293650 EDUCATIONAL PROGRAMS -- ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. 19546 GENERATIONS FUND ENDOWMENT -- THIS ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS CAN INCLUDE THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. 1069692 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 5 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ASSOCIATION HEADQUARTERS INC 8564390500 1120 ROUTE 73 SUITE 200 MOUNT LAUREL NJ 08054 DR HEATHER RULAND STAINES PAST PRESIDENT 2.00 X X 0 0 0 REBECCA MCLEOD PRESIDENT 3.00 X X 0 0 0 DAMITA SNOW PRESIDENT ELECT 3.00 X X 0 0 0 EMILIE DELQUIE SECRETARY/TREASURER 3.00 X X 0 0 0 BETH CRAANEN AT LARGE MEMBER 2.00 X 0 0 0 JUDY HUM-DELANEY AT LARGE MEMBER 2.00 X 0 0 0 SIMON HOLT AT LARGE MEMBER 2.00 X 0 0 0 YAEL FITZPATRICK AT LARGE MEMBER 2.00 X 0 0 0 WILLA LIBURD AT LARGE MEMBER 2.00 X 0 0 0 TIM LLOYD AT LARGE MEMBER 2.00 X 0 0 0 MIA RICCI AT LARGE MEMBER 2.00 X 0 0 0 JENNIFER REGALA AT LARGE MEMBER 2.00 X 0 0 0 SIMONE TAYLOR AT LARGE MEMBER 2.00 X 0 0 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 40.00 X 191852 0 9532 191852 0 9532 1 0 1 0 HILTON BALTIMORE 401 WEST PRATT STREET BALTIMORE MD 21201 ANNUAL CONFERENCE HOTEL 514879 SMARTSOURCE 265 OSER AVENUE PO BOX 289 HAUPPAUGE NY 11788 ANNUAL CONFERENCE AUDIO VISUAL 148149 2 153322 153322 ANNUAL MEETING 611710 780139 773139 7000 MEMBERSHIP DUES 611710 389528 389528 SEMINARS AND WORKSHOPS 611710 98054 98054 EPIC AWARDS PROGRAM 611710 24475 24475 1292196 46469 46469 33632 21165 12467 12467 12467 WEBSITE - ADVERTISING 541800 97757 97757 OTHER REVENUE 611710 8454 8454 106211 1610665 1293650 104757 58936 X 201384 201384 197340 75227 122113 27514 2257 25257 36636 7355 29281 110461 67834 42627 8100 8100 10350 10350 87859 80405 7454 8691 7234 1457 20960 13502 7458 48096 48096 35105 12593 22231 281 657507 657507 5076 5076 9523 3757 5766 CREDIT CARD FEES 69265 24000 45265 PUBLICATIONS 60960 60960 SEMINARS AND WORKSHOPS 45285 45285 EPIC AWARDS PROGRAM 32512 32512 38959 38959 1711583 1069692 622345 19546 250400 167329 182124 69515 8209 69587 127103 130074 4994 4968 335 26 1667453 1949555 20043 15276 2255667 2401362 24562 10756 320126 366464 344688 377220 X 1572916 1557735 338063 466407 1910979 2024142 2255667 2401362 -100918 214081 0 X X 0 1 X 1 0 X 405827 481174 574945 503499 542850 2508295 359478 680901 692378 875795 904122 3512674 765305 1162075 1267323 1379294 1446972 6020969 0 0 0 6020969 22157 20370 66894 116812 58936 285169 22157 20370 66894 116812 58936 285169 121241 113977 70251 90704 104757 500930 125493 -259126 144911 79258 214081 304617 1034196 1037296 1549379 1666068 1824746 7111685 0.84660 0.85390 0.04010 0.04810 X Schedule A, Part III, Line 12, Explanation of Other Income: UNREALIZED GAINS LOSSES ON INVESTMENTS - 2021 Amount: $ 125493. 2022 Amount: $ -259126. 2023 Amount: $ 144911. 2024 Amount: $ 79258. 2025 Amount: $ 214081. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 439372 58771 98037 596180 348164 49702 41506 439372 226472 81877 39815 348164 233132 33538 -40198 226472 147454 65767 19911 233132 0.21700 0.78300 0 0 4994 4968 26 26 GENERAL - SCHWAB 1388366 F GENERATIONS FUND ENDOWMENT - SCHWAB 561189 F 1949555 X 1824746 214081 214081 1610665 0 1610665 1711583 0 1711583 0 1711583 Part V, Line 4: THE GENERATIONS FUND ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS INCLUDES THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. THE PRINCIPAL OF THE FUND IS TO BE RAISED BY THE SOCIETY. THE FUND MUST REACH $500,000 (REVISED TO $525,000 IN MAY 2025) IN PRINCIPAL, WHICH WILL SUPPORT ANNUAL PROGRAM FUNDING THROUGH ITS ANNUAL INCOME, ASSUMED INITIALLY TO BE APPROXIMATELY A 5% RETURN. THE ANNUAL PROGRAM FUNDING WILL NOT BE DISBURSED UNTIL THE PRINCIPAL OF THE FUND IS MET. THE FUND IS CONSIDERED TO BE PERMANENT, AND ITS BENEFIT TO FUTURE GENERATIONS SHOULD BE EQUAL TO ITS BENEFIT TO THE CURRENT GENERATION. FUNDS AVAILABLE FOR DISTRIBUTION IN ANY GIVEN YEAR WILL BE DETERMINED BY USING THE TOTAL INCOME EARNED IN THE PRIOR CALENDAR YEAR. EXPENSES RELATED TO THE MANAGEMENT AND ADMINISTRATION OF THE FUND WILL BE DEDUCTED FROM THE FUNDS AVAILABLE FOR DISTRIBUTION. Part X, Line 2: THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. X X X 1 RAISE WELL LLC 42956 DEER CHASE PL ASHBURN VA 20147 CONSULTANT FOR GENERATIONS FUND CAMPAIGN 0 30307 10350 19957 30307 10350 19957 AL CA CO CT DC FL GA IL KS ME MD MA MI MN NV NH NJ NM NY NC OH OK OR PA RI SC TN VA WA WV WI Schedule G, Part I, Line 2b, Column (v) THE ORGANIZATION HAS A CONSULTING SERVICES AGREEMENT WITH RAISE WELL LLC TO PROVIDE LEADERSHIP AND DIRECT THE EXECUTION OF THE GENERATIONS FUND FUNDRAISING PLAN X 0 0 0 0 0 0 0 1 0 MELANIE DOLECHEK EXECUTIVE DIRECTOR 184500 0 7352 0 0 0 5032 0 4500 0 201384 0 0 0 Part I, Line 3 THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND AN EMPLOYMENT CONTRACT WAS ENTERED INTO AND SIGNED BY BOTH PARTIES. A NEW EMPLOYMENT CONTRACT ADDENDUM WAS EXECUTED AND APPROVED FOR THE 2025 YEAR. Part I, Line 7 PER APPROVED AND SIGNED EMPLOYMENT CONTRACT BETWEEN THE BOARD AND EXECUTIVE DIRECTOR, THE EXECUTIVE DIRECTOR IS REIMBURSED BOARD APPROVED TRAVEL & OTHER RELATED EXPENSES. Form 990, Part VI, Section A, line 3 A PROFESSIONAL MANAGEMENT COMPANY PROVIDES ALL MANAGEMENT SERVICES. Form 990, Part VI, Section A, line 6 THE ORGANIZATION AVERAGED APPROXIMATELY 1,180 MEMBERS DURING THE 2025 TAX YEAR. Form 990, Part VI, Section A, line 7a THE GOVERNING BODY IS THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ELECTED BY THE MEMBERS. Form 990, Part VI, Section B, line 11b THE EXECUTIVE DIRECTOR, MANAGEMENT COMPANY AND CERTAIN BOARD MEMBERS REVIEW AND APPROVE THE FORM 990 TAX RETURN PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S CODE OF CONDUCT HAS EXTENSIVE LANGUAGE ABOUT PROCEDURES FOR CONFLICTS OF INTEREST. DURING BOARD ORIENTATION ANNUALLY, THE STATEMENT AND THE CODE OF CONDUCT ARE REVIEWED AND IT IS EXPLAINED AND DISCUSSED WHAT CONSTITUTES A CONFLICT AND ALSO THE DISCLOSURE PROCESS. AT THE START OF EACH BOARD MEETING, THE STATEMENT IS REVIEWED AND BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATIONS TO DISCLOSE. WHEN TOPICS THAT INVOLVE SELECTION OF A SERVICE PROVIDER OR CERTAIN INDIVIDUALS, THOSE WITH CONFLICTS ARE ASKED TO RECUSE THEMSELVES FROM DISCUSSION AND DECISIONS AS WELL. Form 990, Part VI, Section B, line 15 THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE MANAGEMENT COMPANY'S MANAGEMENT FEES. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g SALES COMMISSION FEES: Program service expenses 65405. Management and general expenses 7454. Fundraising expenses 0. Total expenses 72859. COMPENSATION STUDY FEES: Program service expenses 15000. Management and general expenses 0. Fundraising expenses 0. Total expenses 15000. Form 990, Part IX, line 24e BOARD/COMMITTEE EXPENSES: Program service expenses 0. Management and general expenses 22802. Fundraising expenses 0. Total expenses 22802. CAREER DEVELOPMENT: Program service expenses 0. Management and general expenses 14053. Fundraising expenses 0. Total expenses 14053. GIFTS/AWARDS: Program service expenses 0. Management and general expenses 1847. Fundraising expenses 0. Total expenses 1847. TAXES/LICENSES: Program service expenses 0. Management and general expenses 257. Fundraising expenses 0. Total expenses 257. FORM 990, PART XII, LINE 2c NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR.