Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES: FROM 1/1/2014 - 10/31/2014, PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) HAD NO EMPLOYEES. AN UNRELATED MANAGEMENT COMPANY, STEPHILL, LTD, WAS RETAINED FOR ALL MANAGEMENT FUNCTIONS OF THE ORGANIZATION. STEPHILL, LTD PROVIDED THE CHIEF EXECUTIVE OFFICER OF PACE FROM JANUARY TO OCTOBER 2014. THE CEO'S DUTIES FOR PACE INCLUDED SUPERVISION OF EMPLOYEES AND MANAGEMENT OF THE ORGANIZATION AS A WHOLE. THE CHIEF EXECUTIVE OFFICER, PHILLIP GRUDZINSKI, WAS NOT PAID BY PACE. INSTEAD, A MANAGEMENT FEE WAS PAID TO STEPHILL, LTD, AN UNRELATED COMPANY OWNED 100% BY PHILLIP GRUDZINSKI. SUBSEQUENT TO OCTOBER 2014, PHILLIP GRUDZINSKI WAS NO LONGER CEO OF PACE, AND PACE NO LONGER USES STEPHILL, LTD. OR ANY OTHER MANAGEMENT COMPANY FOR MANAGEMENT SERVICES. AT YEAR-END, PACE HAS ACCOUNTS PAYABLE TO STEPHILL, LTD. OF $4,794. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS: EACH MEMBER OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) IS A COMPANY WHO IS SIGNIFICANTLY INVOLVED IN TELESERVICES. THE MEMBERS ELECT THE BOARD OF DIRECTORS AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. THERE ARE SEVEN DIFFERENT CLASSES OF MEMBERS, ALL OF WHICH HAVE EQUAL RIGHTS. THE CLASSES ARE BASED UPON THE SIZE OF THE COMPANY AND INCLUDE: A PLATINUM CLASS, TWO LEVELS OF CORPORATE CLASSES, A SMALL BUSINESS CLASS, A NONPROFIT CLASS, AN ACADEMIC CLASS, AND AN INDIVIDUAL CLASS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY: THE MEMBERS OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS: THE MEMBERS OF PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY INCLUDING APPROVAL OF CHANGES MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS. |
| FORM 990, PART VI, SECTION A, LINE 8B | DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY: PROFESSIONAL ASSOCIATION FOR CUSTOMER ENGAGEMENT, INC. (PACE) DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEW OF FORM 990 BY GOVERNING BODY: THE SENIOR VP, THE CHAIRMAN OF THE BOARD AND THE TREASURER REVIEWS THE FORM 990. AFTER THE REVIEW, A FINAL DRAFT OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: THE SENIOR VP AND FINANCE DIRECTOR OF THE ASSOCIATION ARE CHARGED WITH IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST, IN WHICH CASE IT GOES TO THE BOARD OF DIRECTORS AT ITS NEXT SCHEDULED BOARD MEETING. FURTHER, OFFICERS, DIRECTORS AND OTHER AFFECTED PARTIES ARE REQUIRED, ON AN ANNUAL BASIS, TO AFFIRMATIVELY STATE THAT THEY ARE NOT AWARE OF ANY CONFLICT OF INTEREST THAT HAS NOT BEEN PREVIOUSLY REPORTED. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUALS INVOLVED IN THE CONFLICT MUST REMOVE THEMSELVES FROM THE DECISION MAKING PROCESS ASSOCIATED WITH THE CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE: FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
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