Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION UTILIZES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO) WHICH FILES FORMS W-2 AND REMITS PAYROLL TAXES ON THE ORGANIZATION'S BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN 2020 FOR THE FOLLOWING: THE ANNUAL CONVENING OF THE ASSEMBLY MAY BE HELD APART FROM THE NATIONAL CONVENTION. THE QUALIFICATIONS FOR ELIGIBILITY TO SERVE ON THE SLATE SELECTION COMMITTEE WERE MODIFIED, AND THE PRESIDENT'S CHOICE OF CHAIR FOR THAT COMMISSION MUST NOW APPROVED BY THE BOARD OF DIRECTORS. THE PROCEDURES FOR AMENDING THE BYLAWS WAS SIMPLIFIED. THE STARTING PERIOD FOR NEW BOARD MEMBERS WAS ADJUSTED TO BE 30 DAYS AFTER THE CLOSE OF THE ELECTION. SPECIAL CHAPTER BOARD MEETINGS MAY NOW BE HELD WITH 3 DAYS NOTICE IF ALL ELIGIBLE BOARD MEMBERS CONSENT. THE PRIOR NOTICE PERIOD FOR CHAPTER MEETINGS WAS CHANGED TO 15 DAYS FOR ALL MEETINGS. FLEXIBILITY IN SCHEDULING THE ANNUAL MEETING WAS ADDED. ELECTIONS MUST NOW TAKE PLACE ONLINE. PROPOSED STANDING RULE AMENDMENTS MUST BE APPROVED BY A TWO-THIRDS OF THOSE VOTING ON THE AMENDMENT. UPDATES TO THE POLICY FOR COMMUNICATING CHAPTER STANDING RULES AMENDMENTS AND OTHER ITEMS WERE MADE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP TOTALED 96,305 MEMBERS AS OF FEBRUARY 28, 2021. MEMBERSHIPS ARE RENEWABLE FOR A PERIOD OF ONE YEAR. ALL MEMBERS MUST ALSO BE A MEMBER OF A STATE CHAPTER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS CAST BALLOTS IN NATIONAL ELECTIONS ONCE A YEAR FOR CENTRAL ORGANIZATION (AMTA) ELECTIONS. CANDIDATES FOR ELECTED OFFICES MUST MEET CERTAIN CRITERIA AND BE APPROVED BY THE SLATE SELECTION COMMITTEE BEFORE PLACEMENT ON THE BALLOT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEW OF FORM 990 HAS BEEN DELEGATED TO THE AUDIT COMMISSION WHICH IS COMPRISED OF VARIOUS FINANCIALLY-ASTUTE MEMBERS OF THE BOARD. THE AUDIT COMMISSION MUST APPROVE FORM 990 PRIOR TO ITS SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD OF DIRECTORS IS REQUIRED TO READ AND SIGN THE BOARD CODE OF CONDUCT WHICH ADDRESSES CONFLICTS OF INTEREST. ADDITIONALLY, THE BOARD MEMBER IS REQUIRED TO DISCLOSE TO THE BOARD ANY CONFLICTS OF INTEREST ARISING DURING THE YEAR. ALL EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO READ AND SIGN THE "EMPLOYEE CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY" AT THE INCEPTION OF THEIR EMPLOYMENT AND REAFFIRM ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE PERFORMANCE REVIEW COMMITTEE USING BENCHMARK DATA, RESULTS FROM A 360-DEGREE REVIEW, AND ANNUAL OBJECTIVES AND PROGRESS MADE IN ACCOMPLISHING THOSE OBJECTIVES. THEIR RECOMMENDATION, THE RELATED SUPPORT, AND COMPENSATION AMOUNT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. AMTA STAFF USE BENCHMARK SALARY DATA, A REVIEW PROCESS, AND FOLLOW AMTA'S STAFF COMPENSATION PROGRAM TO DETERMINE COMPENSATION FOR KEY EMPLOYEES. OFFICER STIPENDS ARE DETERMINED BY REGULAR REVIEW OF AN INDEPENDENT WORKGROUP EXAMINING CURRENT BEST PRACTICE AND BENCHMARKED DATA FROM SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSETS OF CHAPTERS PREVIOUSLY INCLUDED IN SEPERATE RETURN. 2,655,564. BAD DEBT -163,891. RETURN GRANTS 6,000. |
| FORM 990: | THE ORGANIZATION HAS DETERMINED THAT THE CHAPTERS, WHICH PREVIOUSLY COLLECTIVELY FILED A GROUP RETURN, ALL LACK LEGAL STANDING AND AUTONOMY, AND HAD BEEN ERRONEOUSLY REGARDED AS BEING SEPARATE ENTITIES. THE CHAPTERS ARE INTEGRAL AND INSEPARABLE FROM THE ORGANIZATION ITSELF. ACCORDINGLY, THE OPERATIONS AND ACTIVITIES OF THE CHAPTERS HAS BEEN INCLUDED IN THE ORGANIZATION'S FORM 990. |
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