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Association for High Techology Distribution FY2020 filing

Not tax-deductible

Waukesha, WI501(c)(6)EIN 23-2390281Revenue $512K in FY2020

On file with the IRSahtd.orgN19w24350 Riverwood Dr, 53188-1120 · Waukesha, WITax-exempt since Jul 1987

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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.

Mission: Form 990 Part I, line 1

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
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
3 of 5
filings with a surplus
Average surplus $36K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$548K
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$512K
Spent
$689K
Net assets
$924K
By yearFY2020–FY2024
Revenue
$512K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$512K
FY2021$1.3M
FY2022$1.7M
FY2023$2.0M
FY2024$2.3M
Expenses
$689K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$689K
FY2021$1.4M
FY2022$1.7M
FY2023$1.7M
FY2024$2.1M
Net assets
$924K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$924K
FY2021$849K
FY2022$793K
FY2023$1.2M
FY2024$1.4M

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. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1987.

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

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Kerry Cooper
President
$0Pt VII · Sec A
Paul Burk
Vice-President
$0Pt VII · Sec A
John Kelly
Secretary/Program Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Lou Dellemonache
Membership Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Robbie Floyd
Director
$0Pt VII · Sec A
Adam Foley
Director
$0Pt VII · Sec A
See Association for High Techology Distribution executive salaries →

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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

Connects automation industry peers to share ideas, foster partnerships, and grow profits.

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Provided by the organization

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2 programs · in their own filed words · FY2020
01

The association's spring 2020 educational conference was cancelled due to COVID-19. The association's fall 2020 educational conference was a hybrid experience: in-person attendance was 61 persons and 225 members registered for the virtual portion.

Pt IX · col B
02

The association publishes a quarterly economic forecast that is provided to all members. A keynote speaker is included at each of the association's meetings. The association's objective is to provide its members with key economic forecasts to use in their business.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$512K
Ln 12
Fees for servicesLn 2g$492K
Investment incomeLn 3$18K
Other incomeLn 4–11$2K
Money outPt IX
$689K
Ln 25
Owns and owesPt X
$924K
net assets · Ln 32
Cash and savingsLn 1–2$224K
Total assetsLn 16$1.5M
LiabilitiesLn 26$548K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$492K
Investment incomeLn 3$18K
Other incomeLn 4–11$2K
Total revenueLn 12$512K
Assets in detailPt X, end of year
CashLn 1$224K
Cash and savings togetherLn 1–2$224K
InvestmentsLn 11–13$1.1M
Total assetsLn 16$1.5M
LiabilitiesLn 26$548K
Net assetsLn 32$924K
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
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$194K$224K
InvestmentsLn 11–13$1.0M$1.1M
Total assetsLn 16$1.4M$1.5M
LiabilitiesLn 26$326K$548K
Net assetsLn 32$1.1M$924K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$220K
Legal feesLn 11b$245
Accounting feesLn 11c$4K
Other fees for servicesLn 11g$70K
Advertising and promotionLn 12$3K
Office expensesLn 13$54K
Information technologyLn 14$6K
TravelLn 17$23K
Conferences, conventions and meetingsLn 19$302K
InsuranceLn 23$4K
Other expenses (24a–d)Ln 24$2K
All other expensesLn 24e$1K
Total functional expensesLn 25$689K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.3M$2.1M$168K$1.4M 990 PDF
FY2023 $2.0M$1.7M$307K$1.2M 990 PDF
FY2022 $1.7M$1.7M$15K$793K 990 PDF
FY2021 $1.3M$1.4M−$135K$849K 990 PDF
FY2020 Viewing $512K$689K−$176K$924K 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 $512,491 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,319,381$491,738
I-10 Investment incomePrior year $21,752$18,378
I-11 Other revenuePrior year $0$2,375
I-12 Total revenuePrior year $1,341,133$512,491
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,370,745$688,833
I-18 Total expensesPrior year $1,370,745$688,833
I-19 Revenue less expensesPrior year −$29,612−$176,342
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $512,491 across 4 lines filed
Lines not itemized here account for $2,200 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $489,538$489,538
VIII-3 Investment incomeExcluded from tax $18,378$18,378
VIII-5 RoyaltiesExcluded from tax $2,375$2,375
VIII-12 Total revenueRelated to mission $491,738 · Unrelated business $0 · Excluded from tax $20,753$512,491
Part IX · Statement of functional expenses $688,833 across 12 lines filed
IX-11a Management fees$219,500
IX-11b Legal fees$245
IX-11c Accounting fees$3,750
IX-11g Other fees for services$69,858
IX-12 Advertising and promotion$3,003
IX-13 Office expenses$54,278
IX-14 Information technology$6,450
IX-17 Travel$23,337
IX-19 Conferences, conventions and meetings$301,766
IX-23 Insurance$3,658
IX-24 Other expenses (24a–d)$1,525
IX-24e All other expenses$1,463
IX-25 Total functional expenses$688,833
Part X · Balance sheet $1,472,434 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $194,200$224,365
X-4 Accounts receivableStart of year $11,485$210
X-9 Prepaid expenses and deferred chargesStart of year $159,504$168,355
X-11 Publicly traded securitiesStart of year $1,024,999$272,707
X-12 Other securitiesStart of year $0$806,797
X-16 Total assetsStart of year $1,390,188$1,472,434
X-17 Accounts payable and accrued expensesStart of year $23,575$38,566
X-19 Deferred revenueStart of year $302,000$509,450
X-26 Total liabilitiesStart of year $325,575$548,016
X-27 Net assets without donor restrictionsStart of year $1,064,613$924,418
X-32 Total net assets or fund balancesStart of year $1,064,613$924,418
X-33 Total liabilities and net assetsStart of year $1,390,188$1,472,434
Part XI · Reconciliation of net assets $924,418 net assets at year end
XI-1 Total revenue$512,491
XI-2 Total expenses$688,833
XI-3 Revenue less expenses−$176,342
XI-4 Net assets at start of year$1,064,613
XI-5 Net unrealized gains (losses) on investments$36,147
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$924,418

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

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