2026-08-31T10:10:50-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2025-01-01 232390281 ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION ASSO 2626963645 N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 LEIGHA SCHATZMAN EXECUTIVE DIRECTOR 2626963645 2026-08-20 1 JENNY TARKOWSKI CPA P00634290 6082744020 2026-08-12 2025 LEIGHA SCHATZMAN N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 2056520 0 X WWW.AHTD.ORG X 1986 PA THE ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION IS THE AUTOMATION INDUSTRY'S PREMIER FORUM FOR EXCHANGE OF IDEAS. WE HELP OUR MEMBERS MAXIMIZE PROFIT AND GROWTH THROUGH PEER-TO-PEER EXCHANGE, FOSTERING PARTNERSHIPS AND ALLIANCES, AND EDUCATION AND ACCESS TO INDUSTRY EXPERTS. 12 12 0 12 0 0 0 0 2222335 1997927 44936 57679 0 914 2267271 2056520 0 0 0 0 0 0 0 0 0 2098919 1996109 2098919 1996109 168352 60411 1908113 2006511 501891 465024 1406222 1541487 X THE ASSOCIATION FOR HIGH TECHNOLOGY DISTRIBUTION ADVANCES THE HIGH TECHNOLOGY DISTRIBUTION INDUSTRY BY DELIVERING TOOLS, EDUCATION, AND UNPARALLELED NETWORKING OPPORTUNITIES WITH LEADERS, PEERS, AND PARTNERS THAT HELP MEMBERS TO INNOVATE, COLLABORATE, AND ACHIEVE THEIR BUSINESS GOALS FASTER. 0 0 THE ASSOCIATION HELD TWO MEETINGS IN 2025: SPRING MEETING 2025 AND FALL MEETING 2025. THE OBJECTIVES OF BOTH CONFERENCES WERE TO PROVIDE QUALITY EDUCATIONAL PROGRAMMING AND SIGNIFICANT NETWORKING OPPORTUNITIES TO MEMBER COMPANIES. BOTH MEETINGS FEATURE 1.5 DAYS OF GENERAL SESSIONS/BREAKOUT SESSIONS AS WELL AS ONE EVENING EVENT FOR EACH OF THE THREE EVENINGS OF THE CONFERENCE. SPRING MEETING 2025 HAD 334 REGISTERED ATTENDEES. FALL MEETING 2025 HAD 324 REGISTERED ATTENDEES. THE ASSOCIATION PUBLISHES A MONTHLY ECONOMIC FORECAST THAT IS PROVIDED TO ALL MEMBERS. A KEYNOTE SPEAKER IS SCHEDULED ONCE A YEAR TO HIGHLIGHT ECONOMIC FORECASTS. THE ASSOCIATION'S OBJECTIVE IS TO PROVIDE ITS MEMBERS WITH KEY ECONOMIC FORECASTS TO USE IN THEIR BUSINESS. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X PAMELA ESTERGARD 2626963645 N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 X LOU DELLEMONACHE PRESIDENT 8.00 X X 0 0 0 ALAN WATSON VICE PRESIDENT 8.00 X X 0 0 0 JASON EDWARDS TREASURER 8.00 X X 0 0 0 ADAM FOLEY SECRETARY/PROGRAM CHAIR 8.00 X X 0 0 0 ADAM JACKSON MEMBERSHIP CHAIR 8.00 X X 0 0 0 BLAKE DICKSON DIRECTOR 1.00 X 0 0 0 TERRY BREI DIRECTOR 1.00 X 0 0 0 MARK GETTYS DIRECTOR 1.00 X 0 0 0 MARK HOWE DIRECTOR 1.00 X 0 0 0 TINA HUEPPE DIRECTOR 1.00 X 0 0 0 BOB MARSHALL DIRECTOR 1.00 X 0 0 0 JONATHAN SUDETIC DIRECTOR 1.00 X 0 0 0 LEIGHA SCHATZMAN EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 MRA-THE MANAGEMENT ASSOCIATION INC N19 W24350 RIVERWOOD DR WAUKESHA WI 53188 MANAGEMENT SERVICES 329678 1 MEETING REVENUE 900099 1355350 1355350 MEMBERSHIP DUES 900099 453517 453517 STRATEGIC BUSINESS PARTNER PROGRA 900099 113000 113000 FUTURE LEADERS TRAINING 900099 62500 62500 ROUNDTABLE INCOME 900099 9360 9360 4200 4200 1997927 57679 57679 886 886 28 28 28 2056520 1997927 0 58593 329678 13043 9675 172069 13401 58705 48711 68975 1266192 4767 MEMBERSHIP DUES 1275 9618 1996109 3801 3801 554874 506031 1746 180 132189 292344 421513 623132 793990 581023 1908113 2006511 52951 42524 448940 422500 501891 465024 X 1406222 1541487 1406222 1541487 1908113 2006511 60411 74854 0 X 1 X 0 1 0 0 1 0 0 CASH EQUIVALENTS HELD BY INVESTMENT MANAGERS 1291 C CERTIFICATE OF DEPOSITS HELD BY INVESTMENT MANAGERS 579732 F 581023 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION USES MRA, A MANAGEMENT COMPANY, TO PERFORM THE EXECUTIVE DIRECTOR RESPONSIBILITIES OF THE ASSOCIATION. THE MANAGEMENT COMPANY PERFORMS ITS DUTIES UNDER THE GUIDANCE AND SUPERVISION OF THE ORGANIZATION'S GOVERNING BODY. TOTAL COMPENSATION PAID TO THE MANAGEMENT COMPANY DURING THE YEAR ENDED DECEMBER 31, 2025 WAS $329,678. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR THE ORGANIZATION AMENDED THEIR BYLAWS FOR THE FOLLOWING CHANGES: ARTICLE III - MODIFIED TO INCLUDE THE WORD 'DISTRIBUTORS' AUTOMATION SOLUTIONS PROVIDERS/DISTRIBUTORS ("ASPS"). ARTICLE IV, SECTION 11B3 - NOW STATES A MEMBER MAY BE TERMINATED FOR A VIOLATION, AS DETERMINED BY THE BOARD OF DIRECTORS, OF THE AHTD CODE OF CONDUCT, AS AMENDED AND RESTATED FROM TIME TO TIME. ARTICLE VI, SECTION 4 THE WRITTEN NOTICE REQUIREMENT FOR VOTING MEMBERS SPECIFYING MEETING DETAILS WAS EXTENDED FROM "AT LEAST 5 DAYS" TO "AT LEAST FOURTEEN DAYS" PRIOR TO A MEETING. ARTICLE VI, SECTION 5 THE QUORUM REQUIREMENT HAS BEEN REVISED FROM A MAJORITY TO ONE-FOURTH OF THE MEMBERS ENTITLED TO VOTE, WHO MUST BE PRESENT IN PERSON. ARTICLE VI, SECTIONS 5-7 REFERENCE TO AN OPTION TO VOTE BY PROXY HAS BEEN REMOVED DUE TO THE LACK OF A SYSTEM FOR MEMBERS TO CURRENTLY DESIGNATE PROXIES. THIS DOES NOT PROHIBIT AHTD FROM UTILIZING A PROXY VOTE, IF NEEDED, IN THE FUTURE. ARTICLE VI, SECTION 8 NOW STATES THAT ALL MEETINGS OF THE MEMBERS SHALL TAKE PLACE IN PERSON BUT MAY ALLOW FOR PARTICIPATION ELECTRONICALLY. ARTICLE VII, SECTIONS 12 THROUGH 14 - REFERENCING THE RESIGNATION OR REMOVAL OF DIRECTORS OR OFFICERS HAS BEEN MODIFIED TO REFLECT THE FOLLOWING: SECTION 12 OR OFFICER" WAS ADDED. IN ADDITION, IT NOW STATES THAT AN INDIVIDUAL WHO IS BOTH A DIRECTOR AND AN OFFICER WILL BE CONSIDERED RESIGNED FROM BOTH POSITIONS UNLESS THEIR WRITTEN RESIGNATION STATES THEY INTEND TO RESIGN FROM ONE AND RETAIN THE OTHER. SECTION 13 CONFIRMS THAT THE ENTIRE BOD OR INDIVIDUAL DIRECTOR OR OFFICER COULD BE REMOVED BY THE VOTE OF TWO-THIRDS OF THE ENTIRE MEMBERSHIP ENTITLED TO VOTE. SECTION 14 - THIS IS A NEW SECTION ADDRESSING THE REMOVAL OF A DIRECTOR OR OFFICER. AN INDIVIDUAL DIRECTOR OR OFFICER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY A TWO-THIRDS VOTE OF THE FULL BOARD AT A PROPERLY CONVENED MEETING. ADDITIONALLY, ANY OFFICER MAY BE REMOVED BY A UNANIMOUS VOTE OF THE REMAINING EXECUTIVE COMMITTEE MEMBERS. THIS CHANGE EXPANDS THE BOARD'S AUTHORITY TO REMOVE INDIVIDUALS FROM OFFICE. LANGUAGE WAS ALSO ADDED TO ALLOW THE AFFECTED INDIVIDUAL AN OPPORTUNITY TO ADDRESS THE BOARD REGARDING THEIR REMOVAL. ARTICLE IX, SECTION 15 CHANGES REFER TO THE SLATE OF OFFICERS. THE EXECUTIVE COMMITTEE SHALL PRESENT THE SLATE OF CANDIDATES FOR ELECTION, IN ITS SOLE DISCRETION, AT THE ANNUAL MEETING OF THE MEMBERS. MEMBERS MAY SUBMIT NONBINDING SUGGESTIONS OF CANDIDATES FOR THE EXECUTIVE COMMITTEE'S CONSIDERATION UP TO 30 DAYS BEFORE THE ANNUAL MEETING. THE SLATE OF NOMINEES WILL BE SHARED WITH MEMBERSHIP NO LATER THAN FOURTEEN (14) DAYS PRIOR TO THE ANNUAL MEETING OF MEMBERS. NO ADDITIONAL NOMINATIONS WILL BE ACCEPTED FROM THE FLOOR DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS FIVE CLASSES OF MEMBERSHIP: (A) REGULAR MEMBERS. AS FURTHER PROVIDED BELOW, REGULAR MEMBERS SHALL CONSIST OF AUTOMATION SOLUTION PROVIDERS ("ASPS"). REGULAR MEMBERS SHALL HAVE VOTING RIGHTS, AS PROVIDED IN THESE BYLAWS. (B) AFFILIATE MEMBERS. AS FURTHER PROVIDED BELOW, AFFILIATE MEMBERS SHALL CONSIST OF ORGANIZATIONS THAT ARE MANUFACTURERS OF INDUSTRIAL AUTOMATION PRODUCTS ("MANS"). AFFILIATE MEMBERS SHALL NOT HAVE VOTING RIGHTS. (C) PAST PRESIDENTS PRE-2018. PAST-PRESIDENTS OF THE ASSOCIATION FOR PERIODS PRIOR TO 2018 SHALL BE MEMBERS, UPON THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS, WHO DO NOT HAVE VOTING RIGHTS. (D) PAST PRESIDENTS POST-2018. PAST-PRESIDENTS OF THE ASSOCIATION FOR PERIODS DURING AND AFTER 2018 SHALL BE MEMBERS, UPON THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS, WHO DO NOT HAVE VOTING RIGHTS. (E) HONORARY MEMBERS. HONORARY MEMBERS SHALL BE THOSE INDIVIDUALS DESIGNATED PURSUANT TO THE TERMS AND CONDITIONS PROVIDED IN THESE BYLAWS. HONORARY MEMBERS SHALL NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S REGULAR MEMBERS, WHICH INCLUDE THE ASSOCIATION'S AUTOMATION SOLUTIONS PROVIDERS OR DISTRIBUTOR MEMBERS, HAVE THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S REGULAR MEMBERS, WHICH INCLUDE THE ASSOCIATION'S AUTOMATION SOLUTIONS PROVIDERS OR DISTRIBUTOR MEMBERS, HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ASSOCIATION'S GOVERNING BODY, SUCH AS CHANGES TO THE ASSOCIATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE ASSOCIATION'S DIRECTORS AND OFFICERS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION RECEIVES CONFLICT OF INTEREST STATEMENTS FROM ITS DIRECTORS ANNUALLY. THE STATEMENTS ARE REVIEWED TO DETERMINE ANY CONFLICTS. ANY CONFLICTS IDENTIFIED ARE MADE KNOWN TO THE MEMBERS OF THE GOVERNING BODY OR COMMITTEE DISCUSSING THE TRANSACTION. ALL MATTERS INVOLVING A CONFLICT OF INTEREST ARE RESOLVED BY A VOTE OF THE BODY CONSIDERING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ASSOCIATION DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.