2026-08-14T09:04:03-05:00 2025-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-10-01 311745518 INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS FOUNDATION INTE 8168916600 9233 WARD PARKWAY 201 KANSAS CITY MO 64114 AMY SAJKO CEO 8168916600 2026-08-13 1 1 LISA BURKE P00220718 8169455500 2026-08-13 2024 2025-03-06 01:10:19Z AMY SAJKO 9233 WARD PARKWAY 201 KANSAS CITY MO 64114 4168463 0 X IAAP-FOUNDATION.ORG X 2000 MO INVESTING IN THE SUCCESS OF OFFICE AND ADMINISTRATIVE PROFESSIONALS THROUGH ONGOING SUPPORT 7 7 0 25 0 0 135395 77033 0 0 283104 485024 81 0 418580 562057 665297 1289559 0 0 305136 342777 0 0 104690 220728 284688 1191161 1917024 -772581 -1354967 10852897 10374015 145839 635984 10707058 9738031 THE IAAP FOUNDATION PARTNERS WITH IAAP TO EQUIP ADMINISTRATIVE PROFESSIONALS WITH THE AWARENESS, KNOWLEDGE, AND COMMUNITY NEEDED TO THRIVE IN THE EMERGING TECHNOLOGY AGE, LEAD ORGANIZATIONAL CHANGE, AND SHAPE THE FUTURE OF WORK. 0 0 1478087 1289559 THE IAAP FOUNDATION (FOUNDATION) IS THE CHARITABLE PARTNER OF THE INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS (IAAP). THE FOUNDATION INVESTS IN THE SUCCESS OF OFFICE AND ADMINISTRATIVE PROFESSIONALS TO ENSURE ADMINS ARE PREPARED TO SERVE THE BUSINESS NEEDS OF THE FUTURE AS THE VISIBILITY OF THE PROFESSION CONTINUES TO RISE. THE FOUNDATION PROVIDES GRANTS IN SUPPORT OF INNOVATIVE RESEARCH AND DEVELOPMENT ACTIVITIES THAT IMPROVE THE ADMINISTRATIVE PROFESSION AND SUPPORTS THE EDUCATIONAL AND PROFESSIONAL GROWTH OF ADMINISTRATIVE PROFESSIONALS THROUGH VARIOUS EDUCATIONAL SCHOLARSHIP OPPORTUNITIES. 1478087 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMY SAJKO CEO 8168916600 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 CARISSA BURGETT CHAIR 4.00 0.00 X X 0 0 0 TERRI MULLAN CHAIR-ELECT 4.00 0.00 X X 0 0 0 KIM MADRID DIRECTOR (TERM START 7/21/25) 4.00 0.00 X 0 0 0 ANIKA PORTER DIRECTOR 4.00 0.00 X 0 0 0 COLLEEN SAILER DIRECTOR (TERM START 7/21/25) 4.00 0.00 X 0 0 0 BARRETT SHAW DIRECTOR (TERM START 7/21/25) 4.00 0.00 X 0 0 0 ELAINE STROHM DIRECTOR 4.00 0.00 X 0 0 0 BARBARA BRAUN CHAIR (TERM END 7/31/25) 4.00 0.00 X X 0 0 0 AMY SAJKO FOUNDATION CEO 50.00 0.00 X 160872 0 34461 160872 0 34461 1 0 1 0 0 77033 77033 242526 242526 3848904 3606406 242498 242498 242498 562057 0 0 485024 1237026 1237026 52533 52533 219077 120493 54768 43816 85954 47275 21489 17190 4254 2339 1064 851 11785 6481 2947 2357 21707 11940 5426 4341 46500 41850 4650 28088 28088 39102 39102 6355 6355 6716 6716 5441 2775 2666 16798 8399 8399 53100 42480 10620 82588 79504 3084 1917024 1478087 334247 104690 155996 188954 3927 6109 3320 3320 3320 10689654 10175632 10852897 10374015 145839 635984 145839 635984 X 10582541 9662172 124517 75859 10707058 9738031 10852897 10374015 -1354967 385940 0 X X 0 1 X 1 0 X X 1 INTL ASSOC OF ADMIN PROFESSIONALS 440367954 10 1 1478087 0 1 1478087 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G (III): THE SUPPORTED ORGANIZATION IS A 501(C)(6) ORGANIZATION THAT SATISFIES THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). SEE PART IV, SECTION A, LINE 3. PART IV, SECTION A, LINE 3B: THE SUPPORTED ORGANIZATION HAS FURNISHED A COPY OF ITS IRS DETERMINATION LETTER WHICH INDICATES THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6). IT HAS COMPLETED A PROFORMA SCHEDULE A, PART III THAT SHOWS IT SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: THE FOUNDATION'S GRANT PROCESS ENSURES THAT THE SUPPORTED ORGANIZATION IS USING GRANT FUNDS FOR CHARITABLE PURPOSES. THE GRANT PROCESS REQUIRES BOTH NARRATIVE AND FINANCIAL REPORTING WITH RESPECT TO GRANTS AWARDED. NARRATIVE REPORTS SHOULD DESCRIBE THE ACTIVITIES UNDERTAKEN AND THE USE OF THE GRANT FUNDS, AND EVALUATE THE PROGRESS MADE TOWARD ACHIEVING THE PURPOSES OF THE GRANT. THE FOUNDATION MUST BE INFORMED IN WRITING OF ANY CHANGES IN GRANT TERMS. THE FOUNDATION RESERVES THE RIGHT TO SUSPEND THE USE OF GRANT FUNDS IF THE CHANGE(S) IS CONSIDERED OUTSIDE THE SCOPE OF THE ORIGINAL GRANT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124492 876 13333 3941 134760 42472 77155 8683 3818 124492 36453 5033 2986 2000 42472 41158 1865 -6570 36453 30002 5735 5421 41158 0.58549 0.41451 0.00000 0 0 3320 3320 3320 DUE TO IAAP 635984 635984 X 908895 385940 385940 522955 39102 39102 562057 1877922 0 1877922 39102 39102 1917024 PART V, LINE 4: THE FOUNDATION'S PERMANENT ENDOWMENT WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS FOR FULL-TIME ADMINISTRATIVE AND OFFICE PROFESSIONALS TO ATTEND THE IAAP SUMMIT CONFERENCE. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION. IN 2022, THE FOUNDATION'S BOARD OF DIRECTORS AMENDED AND RESTATED THE FOUNDATION'S BYLAWS TO BECOME A TYPE 1 SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3)(A); THAT IS, THE FOUNDATION WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT, PERFORM THE FUNCTIONS OF, OR CARRY OUT THE PURPOSE OF THE INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION HAS ADOPTED THE STANDARDS REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS UNDER ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES." IN ADDITION, NO TAX POSITIONS WERE IDENTIFIED FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2022. 1 INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 263892 0 N/A N/A PATHWAY TO THE PROFESSION PROFESSIONAL DEVELOPMENT INITIATIVES INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 250000 0 N/A N/A VIRTUAL SUPPORT OF 2024/25 PROGRAMS INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 264603 0 N/A N/A PROFESSIONAL CERTIFICATION FOR THE FUTURE INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 8863 0 N/A N/A VOLUNTEER LEADER GROWTH & DEVELOPMENT INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 58832 0 N/A N/A CATALYZING DATA FOR INFORMED DECISION MAKING INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 501(C)(6) 390836 0 N/A N/A SUSTAINABILITY & RESILIENCE OF CORE IAAP PROGRAMS 0 1 PROFESSIONAL DEVELOPMENT SCHOLARSHIPS 38 52533 0 N/A N/A PART I, LINE 2: THE FOUNDATION REQUIRES BOTH NARRATIVE AND FINANCIAL REPORTING WITH RESPECT TO GRANTS AWARDED. NARRATIVE REPORTS SHOULD DESCRIBE THE ACTIVITIES UNDERTAKEN AND THE USE OF THE GRANT FUNDS, AND EVALUATE THE PROGRESS MADE TOWARD ACHIEVING THE PURPOSES OF THE GRANT. THE FOUNDATION MUST BE INFORMED IN WRITING OF ANY CHANGES IN GRANT TERMS. THE FOUNDATION RESERVES THE RIGHT TO SUSPEND THE USE OF GRANT FUNDS IF THE CHANGE(S) IS CONSIDERED OUTSIDE THE SCOPE OF THE ORIGINAL GRANT. X X X X 0 0 0 0 0 0 0 1 0 AMY SAJKO FOUNDATION CEO 145872 0 15000 0 0 0 3305 0 31156 0 195333 0 0 0 PART I, LINE 3 THE DATE OF THE LAST COMPENSATION STUDY IS SEPTEMBER 30, 2022. PART I, LINE 7 THE FOUNDATION CEO RECEIVED A NON-FIXED DISCRETIONARY BONUS AS APPROVED BY THE BOARD OF DIRECTORS BASED ON PRE-DEFINED PERFORMANCE INDICATORS AND A SATISFACTORY PERFORMANCE EVALUATION. FORM 990, PART V, LINE 2A: THE FOUNDATION EMPLOYEES ARE COMPENSATED BY THE INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS (IAAP), A RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R); THEREFORE, THE NUMBER OF EMPLOYEES REPORTED ON FORM 990, PART V, LINE 2A IS ZERO. ALL REQUIRED EMPLOYMENT TAX RETURNS ARE FILED BY IAAP. SALARIES AND RELATED EXPENSES REPORTED IN PART IX REPRESENT AMOUNTS REIMBURSED TO IAAP FOR EMPLOYEE SERVICES PROVIDED TO THE FOUNDATION. THE FOUNDATION REIMBURSED IAAP FOR 2 EMPLOYEES DURING THE FISCAL YEAR END SEPTEMBER 30, 2025. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENTERED INTO A WRITTEN MANAGEMENT AND ADMINISTRATIVE SERVICES AGREEMENT WITH ITS AFFILIATE AND SUPPORTED ORGANIZATION, INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS (IAAP). THE AGREEMENT IS FOR A 12-MONTH PERIOD, RENEWABLE ANNUALLY. UNDER THE TERMS OF THE AGREEMENT, IAAP IS RESPONSIBLE FOR THE SUPERVISION OF ALL IAAP PERSONNEL WHO PERFORM COMPENSATED SERVICES TO THE FOUNDATION IN ACCORDANCE WITH THE AGREEMENT AND MAINTAINING COMPLETE, ACCURATE, AND SEPARATE FINANCIAL RECORDS IN ACCORDANCE WITH GAAP AND IN ADHERENCE TO THE FOUNDATION'S POLICIES FOR FINANCIAL MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF IAAP, THE FOUNDATION'S SUPPORTED ORGANIZATION, HAVE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE CONDUCT, POLICIES, PROGRAMS AND ACTIVITIES OF THE FOUNDATION. ALL OF THE FOUNDATION DIRECTORS ARE APPOINTED OR ELECTED BY THE MEMBERS OF IAAP. NO PERSONS OTHER THAN THE MEMBERS OF IAAP HAVE THE RIGHT TO APPOINT OR VOTE FOR DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B ANY ALTERATION, AMENDMENT, OR REPEAL OF THE FOUNDATION'S ARTICLES OF INCORPORATION OR BYLAWS MUST BE APPROVED BY THE MEMBERS OF IAAP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE JOINT FINANCE COMMITTEE, COMPRISED OF THE FOUNDATION AND IAAP BOARD CHAIRS AND THREE (3) DIRECTORS FROM EACH BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY VIA AN ANNUAL REPRESENTATION THAT REQUIRES THE DIRECTORS AND OFFICERS TO AFFIRM THAT THEY HAVE DISCLOSED ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. THE BOARD REVIEWS ALL ANNUAL REPRESENTATIONS. IN ADDITION, AT EACH MONTHLY BOARD MEETING, AN UPDATE OF ANY OUTSTANDING CONFLICTS, OR POSSIBLE CONFLICTS THAT WERE IDENTIFIED AT PRIOR MEETINGS, AND ANY NEW CONFLICTS THAT MAY HAVE ARISEN SINCE THE LAST MEETING, ARE ADDRESSED. A POTENTIALLY CONFLICTED MEMBER MAY MAKE A PRESENTATION AT A BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES THAT DO NOT PRODUCE A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD SETS COMPENSATION FOR THE CEO WITH REVIEW AND APPROVAL BY THE FULL BOARD. THE COMMITTEE ACTIVELY EVALUATES CEO PERFORMANCE, CONSIDERING GOALS AND PERFORMANCE INDICATORS AND THE OVERALL IMPACT ON THE FOUNDATION'S FINANCIALS. THE COMMITTEE MAINTAINS A TRANSPARENT AND ACCOUNTABLE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION, CONSIDERING MARKET BENCHMARKS, INDUSTRY STANDARDS, AND THE FOUNDATION'S FINANCIAL HEALTH. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: THE JOINT FINANCE COMMITTEE CONSISTS OF THE CHAIRS OF IAAP AND THE IAAP FOUNDATION AND OTHER APPOINTEES FROM THE IAAP AND FOUNDATION BOARDS. THE COMMITTEE HAS THE SOLE AUTHORITY TO APPOINT OR REPLACE THE INDEPENDENT AUDITOR (SUBJECT TO BOARD APPROVAL) AND IS RESPONSIBLE FOR THE COMPENSATION AND OVERSIGHT OF THE WORK OF THE INDEPENDENT AUDITOR (INCLUDING RESOLUTION OF DISAGREEMENTS BETWEEN MANAGEMENT AND THE INDEPENDENT AUDITOR REGARDING FINANCIAL REPORTING) FOR THE PURPOSE OF PREPARING OR ISSUING AN AUDIT REPORT AND RELATED WORK OR PERFORMING OTHER AUDIT, REVIEW, OR ATTEST SERVICES. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS 9233 WARD PKWY STE 201 KANSAS CITY MO 64114 440367954 PROFESSIONAL ASSOCIATION MO 501(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS B 1237026 GRANT AGREEMENT TERMS INTERNATIONAL ASSOCIATION OF ADMINISTRATIVE PROFESSIONALS P 110984 COST REIMBURSEMENT PAYABLE