Professional Association for Customer FY2023 filing

Brownsburg, INUnknown exempt organization EIN 22-2582290Revenue $1.4M in FY2023

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.

61¢ of each $1 spent went to programs.
$250K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$250K
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
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$870K
208% of total assets
Concern: liabilities are 208% of assets; over 80%.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
+105% vs prior year
Spent
$1.7M
To programs
61%
Net assets
−$452K
By yearFY2020–FY2024
Revenue
$1.4M
FY2023▲ +105%
Tap a bar for its year
Revenue by fiscal year
FY2020$826K
FY2021$697K
FY2023$1.4M
FY2024Not on file
Expenses
$1.7M
FY2023▲ +188%
Tap a bar for its year
Expenses by fiscal year
FY2020$713K
FY2021$599K
FY2023$1.7M
FY2024Not on file
Net assets
−$452K
FY2023▼ -338%
Tap a bar for its year
Net assets by fiscal year
FY2020$92K
FY2021$190K
FY2023−$452K
FY2024Not on file

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $1.0M Management & general 28% · $477K Fundraising 12% · $202K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $250K paid to officers and key staff.

Part VII, Section A · reportable compensation
$150,000Pt VII · Sec A
$100,000Pt VII · Sec A
Voting Membe
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Voting Membe
$0Pt VII · Sec A
Voting Membe
$0Pt VII · Sec A
Voting Membe
$0Pt VII · Sec A
$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 2No
  • 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 · FY2023
01

The professional association for customer engagement self regulatory organization (pace-sro), a division of pace, incorproates 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, consultans, and equipment suppliers that initiate, faciliatate, and generate telephone, internet and email sales.

Pt IX · col B
03

During the year, pace held over multiple events 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$811K
Gifts and grantsLn 1h$612K
Other incomeLn 4–11$6K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.0M
Managementcol C$477K
Fundraisingcol D$202K
Owns and owesPt X
−$452K
net assets · Ln 32
Cash and savingsLn 1–2$7K
Total assetsLn 16$418K
LiabilitiesLn 26$870K
PeoplePt VI, VII
25
listed · VII A
PaidVII A2
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$612K
Fees for servicesLn 2g$811K
Investment incomeLn 3$10
Other incomeLn 4–11$6K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
SavingsLn 2$7K
Cash and savings togetherLn 1–2$7K
Total assetsLn 16$418K
LiabilitiesLn 26$870K
Net assetsLn 32−$452K
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 FY23End FY23
Cash and savingsLn 1–2$95K$7K
Total assetsLn 16$427K$418K
LiabilitiesLn 26$624K$870K
Net assetsLn 32−$198K−$452K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$250K$68K$120K$62K
Other salaries and wagesLn 7$109K$29K$52K$27K
Management feesLn 11a$12K$3K$6K$3K
Legal feesLn 11b$47K$13K$22K$12K
Accounting feesLn 11c$53K$15K$25K$13K
Lobbying feesLn 11d$15K$4K$7K$4K
Other fees for servicesLn 11g$184K$92K$92K
Advertising and promotionLn 12$144K$51K$61K$32K
Office expensesLn 13$48K$25K$15K$8K
Information technologyLn 14$65K$18K$30K$16K
TravelLn 17$89K$25K$42K$22K
Conferences, conventions and meetingsLn 19$695K$695K
InsuranceLn 23$3K$741$1K$662
Other expenses (24a–d)Ln 24$10K$4K$4K$2K
Total functional expensesLn 25$1.7M$1.0M$477K$202K

Filing history

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

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,428,274 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $509,554$611,608
I-9 Program service revenuePrior year $765,808$810,661
I-10 Investment incomePrior year $17$10
I-11 Other revenue$5,995
I-12 Total revenuePrior year $1,275,379$1,428,274
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $162,571$358,920
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,492,673$1,364,345
I-18 Total expensesPrior year $1,655,244$1,723,265
I-19 Revenue less expensesPrior year −$379,865−$294,991
Part VI · Governance 23 of 23 board members independent, 1 to look at
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,428,274 across 7 lines filed
VIII-1b Membership dues$343,414
VIII-1f All other contributions, gifts and grants$268,194
VIII-1h Total contributions, gifts and grants$611,608
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $810,661$810,661
VIII-3 Investment incomeRelated to mission $10$10
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,995$5,995
VIII-12 Total revenueRelated to mission $816,666$1,428,274
Part IX · Statement of functional expenses $1,723,265 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $67,500 · Management $120,000 · Fundraising $62,500$250,000
IX-7 Other salaries and wagesPrograms $29,408 · Management $52,282 · Fundraising $27,230$108,920
IX-11a Management feesPrograms $3,400 · Management $5,706 · Fundraising $3,035$12,141
IX-11b Legal feesPrograms $13,160 · Management $22,090 · Fundraising $11,750$47,000
IX-11c Accounting feesPrograms $14,840 · Management $24,910 · Fundraising $13,250$53,000
IX-11d Lobbying feesPrograms $4,200 · Management $7,050 · Fundraising $3,750$15,000
IX-11g Other fees for servicesPrograms $91,845 · Management $91,846$183,691
IX-12 Advertising and promotionPrograms $51,424 · Management $61,128 · Fundraising $31,838$144,390
IX-13 Office expensesPrograms $24,863 · Management $14,903 · Fundraising $7,927$47,693
IX-14 Information technologyPrograms $18,168 · Management $30,496 · Fundraising $16,221$64,885
IX-17 TravelPrograms $24,794 · Management $41,619 · Fundraising $22,138$88,551
IX-19 Conferences, conventions and meetingsPrograms $695,470$695,470
IX-23 InsurancePrograms $741 · Management $1,244 · Fundraising $662$2,647
IX-24 Other expenses (24a–d)Programs $3,948 · Management $3,740 · Fundraising $2,189$9,877
IX-25 Total functional expensesPrograms $1,043,761 · Management $477,014 · Fundraising $202,490$1,723,265
Part X · Balance sheet $417,750 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $95,224$7,357
X-4 Accounts receivableStart of year $280,153$410,393
X-16 Total assetsStart of year $426,666$417,750
X-17 Accounts payable and accrued expensesStart of year $356,374$869,728
X-26 Total liabilitiesStart of year $624,241$869,728
X-32 Total net assets or fund balancesStart of year −$197,575−$451,978
X-33 Total liabilities and net assetsStart of year $426,666$417,750
Part XI · Reconciliation of net assets −$451,978 net assets at year end
XI-1 Total revenue$1,428,274
XI-2 Total expenses$1,723,265
XI-3 Revenue less expenses−$294,991
XI-4 Net assets at start of year−$197,575
XI-8 Prior period adjustments$40,588
XI-10 Net assets at end of year−$451,978

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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