Professional Association for Customer FY2020 filing

Brownsburg, INUnknown exempt organizationEIN 22-2582290Revenue $826K in FY2020

On file with the IRSpaceassociation.org7230 Arbuckle Commons 190 · Brownsburg, IN

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The Professional Association for Customer engagement (pace) is the only non-profit trade Association dedicated exclusively to the advancement of companies that engage with customers via the contact center.we promote our members ability to provide outstanding Customer service and sales solutions delivered via omni channel communication including voice, email, chat, text and social media.

$109K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average deficit $28K a year · 3% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Pay to officers and key staff
$109K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$186K
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$826K
Spent
$713K
Net assets
$92K
By yearFY2020–FY2024
Revenue
$826K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$826K
FY2021$697K
FY2023$1.4M
FY2024Not on file
Expenses
$713K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$713K
FY2021$599K
FY2023$1.7M
FY2024Not on file
Net assets
$92K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$92K
FY2021$190K
FY2023−$452K
FY2024Not on file

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2014-05-15). Per the IRS revocation list. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

18 people listed on the 990; $109K paid to officers and key staff.

Part VII, Section A · reportable compensation
$66,092Pt VII · Sec A
$42,594Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2023FY2020
Rob Seaver$150,000—
Joe Laskowski$100,000—
Stuart Discount—$66,092
Christine Haerich—$42,594

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advances companies that engage customers through contact centers and omni-channel communication.

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Provided by the organization

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3 programs · in their own filed words · FY2020
01

The professional association for customer engagement self regulatory organization (pace-sro), a division of pace, incorporates aspects of governmental regulations and consumer protection rules for contact centers.

Pt IX · col B
02

The members of professional association for customer engagement, inc. (pace) include the call centers, trainers, consultants, and equipment suppliers that initiate, facilitate, and generate telephone, internet, and email sales.

Pt IX · col B
03

During the year, pace held over 10 national events, with attendance exceeding 1,500, for the benefit of its members. These events further the association's objective of providing education and networking opportunities and continuing to improve the overall health of the contact center channel.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$826K
Ln 12
Gifts and grantsLn 1h$429K
Fees for servicesLn 2g$373K
Other incomeLn 4–11$24K
Money outPt IX
$713K
Ln 25
Owns and owesPt X
$92K
net assets · Ln 32
Cash and savingsLn 1–2$78K
Total assetsLn 16$278K
LiabilitiesLn 26$186K
PeoplePt VI, VII
18
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$429K
Fees for servicesLn 2g$373K
Investment incomeLn 3$16
Other incomeLn 4–11$24K
Total revenueLn 12$826K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$71K
Cash and savings togetherLn 1–2$78K
Other assetsLn 15$650
Total assetsLn 16$278K
LiabilitiesLn 26$186K
Net assetsLn 32$92K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$81K$78K
Total assetsLn 16$277K$278K
LiabilitiesLn 26$298K$186K
Net assetsLn 32−$21K$92K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$109K
Other salaries and wagesLn 7$145K
Other employee benefitsLn 9$578
Payroll taxesLn 10$20K
Legal feesLn 11b$48K
Accounting feesLn 11c$2K
Lobbying feesLn 11d$30K
Other fees for servicesLn 11g$60K
Advertising and promotionLn 12$152K
Office expensesLn 13$23K
OccupancyLn 16$11K
TravelLn 17$4K
Conferences, conventions and meetingsLn 19$72K
InsuranceLn 23$4K
Other expenses (24a–d)Ln 24$32K
All other expensesLn 24e$229
Total functional expensesLn 25$713K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest 990 PDF
FY2023 $1.4M$1.7M−$295K−$452K 990 PDF
FY2022 Not on file
FY2021 $697K$599K$98K$190K 990 PDF
FY2020 Viewing $826K$713K$113K$92K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $826,364 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $472,277$429,236
I-9 Program service revenuePrior year $610,647$373,417
I-10 Investment incomePrior year $23$16
I-11 Other revenuePrior year $237$23,695
I-12 Total revenuePrior year $1,083,184$826,364
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $414,276$273,878
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $724,754$439,498
I-18 Total expensesPrior year $1,139,030$713,376
I-19 Revenue less expensesPrior year −$55,846$112,988
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $826,364 across 6 lines filed
VIII-1b Membership dues$429,236
VIII-1h Total contributions, gifts and grants$429,236
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $373,417$373,417
VIII-3 Investment incomeExcluded from tax $16$16
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $23,695$23,695
VIII-12 Total revenueRelated to mission $397,112 · Unrelated business $0 · Excluded from tax $16$826,364
Part IX · Statement of functional expenses $713,376 across 16 lines filed
IX-5 Pay of current officers, directors and key staff$108,686
IX-7 Other salaries and wages$145,007
IX-9 Other employee benefits$578
IX-10 Payroll taxes$19,607
IX-11b Legal fees$47,669
IX-11c Accounting fees$2,305
IX-11d Lobbying fees$30,477
IX-11g Other fees for services$60,000
IX-12 Advertising and promotion$152,267
IX-13 Office expenses$22,943
IX-16 Occupancy$11,425
IX-17 Travel$4,438
IX-19 Conferences, conventions and meetings$72,018
IX-23 Insurance$3,975
IX-24 Other expenses (24a–d)$31,752
IX-24e All other expenses$229
IX-25 Total functional expenses$713,376
Part X · Balance sheet $277,593 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $21,745$7,259
X-2 Savings and temporary cash investmentsStart of year $59,176$71,192
X-4 Accounts receivableStart of year $174,376$160,490
X-9 Prepaid expenses and deferred chargesStart of year $19,202$38,002
X-15 Other assetsStart of year $2,053$650
X-16 Total assetsStart of year $276,552$277,593
X-17 Accounts payable and accrued expensesStart of year $38,464$30,784
X-19 Deferred revenueStart of year $259,185$154,918
X-26 Total liabilitiesStart of year $297,649$185,702
X-32 Total net assets or fund balancesStart of year −$21,097$91,891
X-33 Total liabilities and net assetsStart of year $276,552$277,593
Part XI · Reconciliation of net assets $91,891 net assets at year end
XI-1 Total revenue$826,364
XI-2 Total expenses$713,376
XI-3 Revenue less expenses$112,988
XI-4 Net assets at start of year−$21,097
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$91,891

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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