American Society for Indexing Inc

Nonprofit profile at a glance

EIN
273182577
IRS 990 coverage
2014–2024
Forms available
Form 990 2024, Form 990-EZ 2013
Location
Tempe, AZ, USA
Phone
4802456750
Rating confidence
Limited
Sector
Chambers of Commerce & Business Leagues

Reported finances

Revenue
$154,382
Expenses
$178,144
Assets
$207,870
Liabilities
$72,894

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • SHELLEY QUATTROCCHI (PRESIDENT)
  • JEN WEERS (PRESIDENT-ELECT FROM 6/24)
  • THERESA DURAN (PAST PRESIDENT)
  • GINA GUILINGER (PAST PRESIDENT THRU 6/24)
  • GWEN HENSON (EXECUTIVE DIRECTOR)

People named in this filing

  • SHELLEY QUATTROCCHI (PRESIDENT)
  • JEN WEERS (PRESIDENT-ELECT FROM 6/24)
  • THERESA DURAN (PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Asis mission it to 1 promote the common business interests of indexers 2 provide education and information through meetings, publication, and other venues 3 improve the quality of indexing and related areas of information science and 4 provide teaching and training to enhance indexing skills.

What it reported doing in 2024

In 2024, asi met on june 5-6 for our annual conference, spread your indexing wings, held on the campus of bryn mawr college. It was the first time in five years that asi hosted an in-person conference. The event was a success with twenty-five speakers and international attendance. On the preceding day, june 4, attendees choose from four pre-conference workshops. We held an online event, all about indexing from thesaurus to ai, tools and tips for working smarter, on december 6, with five presentations. Asi continues to use our strategy of offering online presentations to provide asi members with valuable educational opportunities. Our association acts as the community that enables members to connect. We provide education as well as the support needed by our chapters and sigs to serve their smaller groups. The asi member volunteers who support these activities are crucial. One of asis missions is education, and it has been our pleasure to increase the educational offerings for our members and extended audiences.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 88
  • Sustainability: 31
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -15.4%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 1.17; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.35; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -2.8% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 6.9% per year; rating input score 100; 55th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 11 of 11 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 15 people listed
  • Highest-paid contractors: 1 contractor listed · $109K reported
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 17/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.