THE ENROLLMENT MANAGEMENT ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE ENROLLMENT MANAGEMENT ASSOCIATION INC (EIN 06-6011774)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-17
- IRS object ID
- 202401699349301320
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T12:03:29-05:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066011774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENROLLMENT MANAGEMENT ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENRO | BusinessNameControlTxt |
| Phone | 6096835558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VREELAND DR 56 | AddressLine1Txt |
| City | SKILLMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID G AYNEJIAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6096835558 | PhoneNum |
| Signature | 2024-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | AYNEJIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER HOERLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VREELAND DR 56 | AddressLine1Txt |
| City | SKILLMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,991,733 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENROLLMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ENROLLMENT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,596,557 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,189,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,144,590 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,878,328 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,382 | PYInvestmentIncomeAmt |
| CY Investment Income | -$445,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,644 | PYOtherRevenueAmt |
| CY Other Revenue | $46,322 | CYOtherRevenueAmt |
| PY Total Revenue | $17,004,173 | PYTotalRevenueAmt |
| CY Total Revenue | $17,668,768 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,325 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,436,801 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,903,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,571,203 | PYOtherExpensesAmt |
| CY Other Expenses | $10,166,371 | CYOtherExpensesAmt |
| PY Total Expenses | $22,053,329 | PYTotalExpensesAmt |
| CY Total Expenses | $19,090,055 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,049,156 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,421,287 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,832,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,088,820 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,331,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,625,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,501,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,463,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. (EMA) PROVIDES UNPARALLELED LEADERSHIP AND SERVICE IN MEETING THE ADMISSION ASSESSMENT AND ENROLLMENT NEEDS OF SCHOOLS, STUDENTS, AND FAMILIES. CONTINUED ON SCHEDULE O.EMA FULFILLS ITS MISSION BY ALLOCATING RESOURCES TO SERVICES WHICH SUSTAIN AND SUPPORT THESE STAKEHOLDER GROUPS. FOR MEMBER SCHOOLS, EMA PROVIDES HIGH QUALITY ADMISSION AND ASSESSMENT TOOLS AND RESOURCES, PROFESSIONAL TRAINING, INFORMATION AND RESEARCH, AND COLLEGIAL SUPPORT; REGIONALLY, NATIONALLY, AND INTERNATIONALLY. FOR STUDENTS AND THEIR FAMILIES, EMA OFFERS EFFECTIVE TEST PREPARATION, GUIDANCE, AND TESTING AND APPLICATION RESOURCES TO SUPPORT THE INDEPENDENT PRIVATE SCHOOL ADMISSION PROCESS. EMA WORKS WITH BOTH SCHOOLS AND FAMILIES TO ENSURE THE BEST POSSIBLE MATCH, BECAUSE WHEN GREAT SCHOOLS ENROLL GREAT STUDENTS, EVERYTHING IS POSSIBLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,648,717 | ExpenseAmt |
| Grant | $20,325 | GrantAmt |
| Revenue | $14,802,878 | RevenueAmt |
| Desc | TESTING ACTIVITIES: THE DIVERSE NATURE OF THE ACADEMIC PROGRAMS AND STANDARDS THAT EXIST WITHIN SCHOOL PROGRAMS LIMITS THE OPPORTUNITIES TO COMPARE BASIC ACADEMIC ABILITY OF APPLICANTS TO OTHER SCHOOLS OR PROGRAMS. THE SSAT IS INTENDED TO PROVIDE A COMMON MEASURE FOR EVALUATING THE ABILITIES OF STUDENTS SEEKING ADMISSION TO PRIVATE SCHOOLS, FROM WHATEVER BACKGROUND OR EXPERIENCE, AND TO ASSESS THE POSSIBLE SUCCESS OF THESE STUDENTS. DESIGNED TO INCREASE STUDENT DIVERSITY IN PRIVATE AND INDEPENDENT SCHOOLS, EMA PROVIDES FEE WAIVERS EACH YEAR TO THOUSANDS OF STUDENTS WHOM OUR MEMBER SCHOOLS DETERMINE TO BE ELIGIBLE. CONTINUED ON SCHEDULE O.THESE FEE WAIVERS ALLOW STUDENTS TO TAKE THE SSAT, USE THE EMA PRACTICE PORTAL, AND APPLY TO PRIVATE SCHOOLS. THE AGGREGATE AMOUNT OF THESE FEE WAIVERS FOR JULY 2023 WAS $1,165,352. A COMPREHENSIVE STUDENT WEB SITE ENSURES THAT STUDENTS AND FAMILIES CAN ACCESS INFORMATION ON ALL ASPECTS OF THE SSAT, INCLUDING TEST PREPARATION, TEST STRUCTURE AND COMPOSITION, SCORE INTERPRETATION, AND ONLINE TEST REGISTRATION. SCHOOLS ARE PROVIDED WITH THE INFORMATION AND TRAINING THEY NEED TO PROPERLY ADMINISTER THE SSAT AND TO ASSESS STUDENT SCORES. THE MISSION SKILLS ASSESSMENT (MSA) WAS DESIGNED TO MEASURE THE EFFICACY OF INDIVIDUAL SCHOOL PEDAGOGY SURROUNDING CHARACTER DEVELOPMENT AND THE FULFILLMENT OF SCHOOL MISSIONS DEVOTED TO THE NURTURING OF PARTICULAR CHARACTER TRAITS. THE CHARACTER SKILLS SNAPSHOT WAS DEVELOPED TO PROVIDE SCHOOLS WITH A RELIABLE ASSESSMENT OF STUDENT CHARACTER SKILLS DEVELOPMENT FOR ADMISSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,502,652 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $818,659 | RevenueAmt |
| Desc | SERVICE TO MEMBERS:EMA PROVIDES AN IMPRESSIVE ARRAY OF PROFESSIONAL ENROLLMENT AND ASSESSMENT RESOURCES TO SCHOOLS. BLOGS, PODCASTS, WEBINARS, PRINT MAGAZINES/SPECIAL REPORTS, AND A LIBRARY OF PROFESSIONAL RESOURCES KEEP MEMBERS CURRENT ON THE WIDE BREADTH OF EMA SERVICES AS WELL AS INDUSTRY NEWS, TRENDS, AND PRACTICES. EMA HELPS SCHOOLS FILL LATE OPENINGS BY FACILITATING A REFERRAL NETWORK. THE EMA STANDARD APPLICATION ONLINE IS ACCEPTED BY HUNDREDS OF MEMBER SCHOOLS AND HELPS CONNECT SCHOOLS WITH POTENTIAL APPLICANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,342,388 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,256,791 | RevenueAmt |
| Desc | ANNUAL CONFERENCE:THE EMA ANNUAL CONFERENCE DRAWS OVER 1,000 INDEPENDENT SCHOOL PROFESSIONALS EACH YEAR. THE ANNUAL CONFERENCE IS FOCUSED EXCLUSIVELY ON THE INFORMATION AND RESOURCE NEEDS OF INDEPENDENT SCHOOL ENROLLMENT PROFESSIONALS. THE ADMISSION TRAINING INSTITUTE AND THE ADMISSION DIRECTORS INSTITUTE ARE TWO-DAY PROGRAMS DELIVERED IN ADVANCE OF THE ANNUAL CONFERENCE, PROVIDING ESSENTIAL TRAINING EACH YEAR TO APPROXIMATELY 200 PEOPLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,493,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 260 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID G AYNEJIAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096835558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VREELAND DR 56 | AddressLine1Txt |
| City | SKILLMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DALLAS JOSEPH | ||||||||||
| BOARD CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE GOLDSMITH | ||||||||||
| CHAIR-ELECT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW LAI | ||||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MELISSA ORTH | ||||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JENNA KING | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL SKIFFER | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTORIA MURADI | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM HAMILTON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN HUTCHINS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATHAN KUNCEL | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN-MARIE KEE | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA TIMMONS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMERICUS REED | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRAVIS WARREN | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA SAFFORD | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY SHIELDS | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MISTY SHIPLEY | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA WILSON | ||||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEATHER HOERLE | ||||||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | 0.00 | Yes (X) | $445,938 | $0 | $66,558 | ||||
| MARSHA STYLE APPIAH | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $269,147 | $0 | $56,383 | ||||
| DAVID G AYNEIJAN | ||||||||||
| INTERIM CFO AT 11/22 | 40.00 | 0.00 | Yes (X) | $126,563 | $0 | $27,380 | ||||
| FRANCIS POWERS | ||||||||||
| VICE PRESIDENT OF TECHNOLOGY | 40.00 | 0.00 | $225,917 | $0 | $37,789 | Yes (X) | ||||
| KEITH WRIGHT | ||||||||||
| VICE PRESIDENT OF PSYCHOMETRICS | 40.00 | 0.00 | $200,115 | $0 | $33,771 | Yes (X) | ||||
| KAM WAH JIM | ||||||||||
| SR. DIRECTOR, SOFTWARE ARCHITECTURE | 40.00 | 0.00 | $207,357 | $0 | $26,593 | Yes (X) | ||||
| JASMEET SANGARI | ||||||||||
| DIRECTOR, SOFTWARE ARCHITECTURE | 40.00 | 0.00 | $188,026 | $0 | $46,905 | Yes (X) | ||||
| ROBYN LEWIS | ||||||||||
| SR. DIRECTOR, PRODUCT MANAGEMENT | 40.00 | 0.00 | $172,726 | $0 | $51,990 | Yes (X) | ||||
| RENITA R SUKHU | ||||||||||
| SR. DIRECTOR, MARKETING | 40.00 | 0.00 | $185,908 | $0 | $37,639 | Yes (X) | ||||
| HARIKA KAKKIRENI | ||||||||||
| SENIOR FULL STACK DEVELOPER | 40.00 | 0.00 | $165,709 | $0 | $34,500 | Yes (X) | ||||
| CHRISTINE OSTROWSKI | ||||||||||
| FORMER CFO TO 7/22 | 0.00 | 0.00 | $124,975 | $0 | $20,756 | Yes (X) | ||||
| PETER BARON | ||||||||||
| FORMER CMRO TO 6/22 | 0.00 | 0.00 | $139,106 | $0 | $36,776 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,451,487 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $477,040 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLOUD FOR GOOD | |||||
| 1854A HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | IT SERVICES | $765,300 |
| NPC INC | |||||
| 13710 DUNNINGS HIGHWAY | CLAYSBURG | PA | 16625 | TEST PROCESSING SERVICES | $695,534 |
| PROMETRIC | |||||
| PO BOX 223608 | PITTSBURGH | PA | 152512608 | PROCTOR SERVICES | $641,491 |
| ROBERT HALF TECHNOLOGY-2000 | |||||
| 12400 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT SERVICES | $545,812 |
| DATA LISTING SERVICES LLC | |||||
| 8500 NORMANDALE LAKE BLVD SUITE 35 | BLOOMINGTON | MN | 55437 | TEST PROCESSING SERVICES | $480,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,089,185 | GovernmentGrantsAmt |
| All Other Contributions | $100,176 | AllOtherContributionsAmt |
| Total Contributions | $1,189,361 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CANDIDATES TEST FEES | 611710 | $12,883,358 | $12,883,358 |
| MEMBERSHIP DUES & ASSE | 611710 | $1,968,789 | $1,968,789 |
| ANNUAL MEETING | 611710 | $1,256,791 | $1,256,791 |
| ADMISSION SEARCH INITI | 611710 | $451,325 | $451,325 |
| PUBLICATIONS | 611710 | $318,065 | $318,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,878,328 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,338 | TotalRevenueColumnAmt |
| Exclusion | $324,338 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,553,384 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,796,614 | SecuritiesAmt |
| Other | $526,351 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$243,230 | SecuritiesAmt |
| Other | -$526,351 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$769,581 | TotalRevenueColumnAmt |
| Exclusion | -$769,581 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $44,357 | $44,357 |
| CAREER CENTER | 900099 | $1,965 | $1,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,668,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,878,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$398,921 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,325 | TotalAmt |
| Program Services | $20,325 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,007 | TotalAmt |
| Program Services | $1,055,605 | ProgramServicesAmt |
| Management And General | $568,402 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,293,724 | TotalAmt |
| Program Services | $3,440,921 | ProgramServicesAmt |
| Management And General | $1,852,803 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,638 | TotalAmt |
| Program Services | $517,165 | ProgramServicesAmt |
| Management And General | $278,473 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,126 | TotalAmt |
| Program Services | $429,081 | ProgramServicesAmt |
| Management And General | $231,045 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,864 | TotalAmt |
| Program Services | $344,412 | ProgramServicesAmt |
| Management And General | $185,452 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,162 | TotalAmt |
| Program Services | $103,455 | ProgramServicesAmt |
| Management And General | $55,707 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,406 | TotalAmt |
| Program Services | $65,914 | ProgramServicesAmt |
| Management And General | $35,492 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,371 | TotalAmt |
| Management And General | $85,371 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,293 | TotalAmt |
| Program Services | $1,017,440 | ProgramServicesAmt |
| Management And General | $547,853 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,589 | TotalAmt |
| Program Services | $239,583 | ProgramServicesAmt |
| Management And General | $129,006 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,714 | TotalAmt |
| Program Services | $448,671 | ProgramServicesAmt |
| Management And General | $24,043 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,735 | TotalAmt |
| Program Services | $645,928 | ProgramServicesAmt |
| Management And General | $347,807 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,359 | TotalAmt |
| Program Services | $107,483 | ProgramServicesAmt |
| Management And General | $57,876 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,705 | TotalAmt |
| Program Services | $616,008 | ProgramServicesAmt |
| Management And General | $331,697 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,774 | TotalAmt |
| Program Services | $981,013 | ProgramServicesAmt |
| Management And General | $675,761 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,353 | TotalAmt |
| Program Services | $41,829 | ProgramServicesAmt |
| Management And General | $22,524 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TESTING HONORARIA | $2,454,207 | $2,454,207 | |
| SERVICE CHARGES | $543,651 | $519,026 | $24,625 |
| EMPLOYEE TRAINING | $243,033 | $157,971 | $85,062 |
| ITEM WRITING REVIEW | $181,306 | $181,306 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,713 | TotalAmt |
| Program Services | $106,414 | ProgramServicesAmt |
| Management And General | $57,299 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,090,055 | TotalAmt |
| Program Services | $13,493,757 | ProgramServicesAmt |
| Management And General | $5,596,298 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,594 | BOYAmt |
| EOY | $2,288,655 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,189 | BOYAmt |
| EOY | $225,401 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,680 | BOYAmt |
| EOY | $267,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,249 | BOYAmt |
| EOY | $779,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,312,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,318,567 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,177,489 | BOYAmt |
| EOY | $2,994,364 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,741,668 | BOYAmt |
| EOY | $7,533,443 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,832,869 | BOYAmt |
| EOY | $14,088,820 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,848,925 | BOYAmt |
| EOY | $2,002,733 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,089,185 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981,653 | BOYAmt |
| EOY | $2,622,663 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,563 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,331,326 | BOYAmt |
| EOY | $4,625,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,501,543 | BOYAmt |
| EOY | $9,463,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,501,543 | BOYAmt |
| EOY | $9,463,424 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,832,869 | BOYAmt |
| EOY | $14,088,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,421,287 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $408,815 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$25,647 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,596,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,189,361 | CurrentTaxYearAmt |
| Total | $2,817,272 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,779,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,899,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,633,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,144,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,878,328 | CurrentTaxYearAmt |
| Total | $79,335,859 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,779,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,900,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,664,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,741,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,067,689 | CurrentTaxYearAmt |
| Total | $82,153,131 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Total | $25,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Total | $25,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $82,128,131 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $324,338 | CurrentTaxYearAmt |
| Total | $1,519,007 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $324,338 | CurrentTaxYearAmt |
| Total | $1,519,007 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,322 | CurrentTaxYearAmt |
| Total | $67,477 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,188,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,231,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,930,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,950,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,438,349 | CurrentTaxYearAmt |
| Total | $83,739,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98060 | PublicSupportPY509Pct |
| Investment Income CY | 0.01810 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01870 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | CAREER CENTER - 2018 AMOUNT: $ 7,977. 2019 AMOUNT: $ 2,925. 2020 AMOUNT: $ 2,500. 2021 AMOUNT: $ 2,260. 2022 AMOUNT: $ 1,965. OTHER REVENUE - 2020 AMOUNT: $ 9. 2021 AMOUNT: $ 384. 2022 AMOUNT: $ 44,357. PERIODICAL REVENUE - 2018 AMOUNT: $ 5,100. |
| PART III, SHORT YEAR EXPLANATION: | THE ENROLLMENT MANAGEMENT ASSOCIATION CHANGED ITS FISCAL YEAR END FROM JUNE 30 TO JULY 31 DURING 2018. THIS CHANGE WAS MADE TO ALIGN THE FISCAL YEAR WITH THE OPERATIONAL BUSINESS CYCLE OF THE ORGANIZATION. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,760 | OtherCostOrOtherBasisAmt |
| Book Value | $339,760 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,452,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,337,008 | DepreciationAmt |
| Book Value | $1,115,735 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $528,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,605 | DepreciationAmt |
| Book Value | $67,792 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,992,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,520,954 | DepreciationAmt |
| Book Value | $1,471,077 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,994,364 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,518,563 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $408,815 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$85,371 | OtherRevenueAmt |
| Revenue Not Reported | $323,444 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,195,119 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$526,351 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$526,351 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,668,768 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,531,035 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $526,351 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $526,351 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,004,684 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $85,371 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $85,371 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,090,055 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JULY 31, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST REVENUE ON F/S -85,371. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT NETTED AGAINST EXPENSES ON F/S -526,351. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT NETTED AGAINST EXPENSES ON F/S 526,351. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST REVENUE ON F/S 85,371. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 18 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $5,760 |
| EAST ASIA AND THE PACIFIC | 0 | 9 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $2,880 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICES - TEST ADMINISTRATION/COMPUTER CODING | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $640 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 11 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $3,520 |
| NORTH AMERICA | 0 | 36 | PROGRAM SERVICE-ADMINISTRATOR TRAINING | SEE PART V SUPPLEMENTAL INFORMATION | $6,745 |
| RUSSIA AND NEIGHBORING STATES | 0 | 1 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $320 |
| SOUTH AMERICA | 0 | 80 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $20,725 |
| SOUTH ASIA | 0 | 5 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $1,600 |
| SUB-SAHARAN AFRICA | 0 | 15 | PROGRAM SERVICES - TEST ADMINISTRATION | ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS. | $4,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 162 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 15 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Subtotal Spent | $42,190 | SubtotalSpentAmt |
| Continuation Spent | $4,800 | ContinuationSpentAmt |
| Total Spent | $46,990 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3, COLUMN (E): REGION: NORTH AMERICA | (E) SPECIFIC TYPES OF SERVICES IN REGION: ADMINISTERING OUR TEST - SECURING PROPER SPACE, PROCTORING THE EXAM, ORGANIZING STUDENTS, EDUCATING SCHOOL ADMINISTRATORS ON PRODUCTS AND SERVICES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CERTIFICATE PROGRAM SCHOLARSHIP | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $20,325 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EMA SUPPORTS A LEADERSHIP IN ENROLLMENT MANAGEMENT CERTIFICATE PROGRAM, CONDUCTED BY THE UNIVERSITY OF SOUTHERN CALIFORNIA'S ROSSIER SCHOOL OF EDUCATION. EMA CONTRIBUTES 50% OF THE COST FOR SCHOLARSHIP RECIPIENTS WHO MEET THE FOLLOWING CRITERIA: ARE AN ADMISSION PROFESSIONAL IN AN EMA MEMBER SCHOOL, HAVE BEEN ACCEPTED INTO THE USC PROGRAM AND HAVE SUPPLIED A LETTER OF INSTITUTIONAL SUPPORT FOR THEIR PARTICIPATION IN THE PROGRAM. EMA PAYS THE UNIVERSITY OF SOUTHERN CALIFORNIA DIRECTLY FOR THE AGREED UPON TUITION COST ON BEHALF OF THE SCHOLARSHIP RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATHER HOERLE | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $445,938 | $0 | $0 | $0 | $0 | $0 | $46,601 | $0 | $19,957 | $0 | $512,496 | $0 | $0 | $0 |
| MARSHA STYLE APPIAH | ||||||||||||||
| CHIEF OPERATING OFFICER | $268,342 | $0 | $0 | $0 | $805 | $0 | $31,947 | $0 | $24,436 | $0 | $325,530 | $0 | $0 | $0 |
| FRANCIS POWERS | ||||||||||||||
| VICE PRESIDENT OF TECHNOLOGY | $225,917 | $0 | $0 | $0 | $0 | $0 | $26,764 | $0 | $11,025 | $0 | $263,706 | $0 | $0 | $0 |
| JASMEET SANGARI | ||||||||||||||
| DIRECTOR, SOFTWARE ARCHITECTURE | $187,271 | $0 | $0 | $0 | $755 | $0 | $22,603 | $0 | $24,302 | $0 | $234,931 | $0 | $0 | $0 |
| KAM WAH JIM | ||||||||||||||
| SR. DIRECTOR, SOFTWARE ARCHITECTURE | $207,357 | $0 | $0 | $0 | $0 | $0 | $24,040 | $0 | $2,553 | $0 | $233,950 | $0 | $0 | $0 |
| KEITH WRIGHT | ||||||||||||||
| VICE PRESIDENT OF PSYCHOMETRICS | $200,115 | $0 | $0 | $0 | $0 | $0 | $23,335 | $0 | $10,436 | $0 | $233,886 | $0 | $0 | $0 |
| ROBYN LEWIS | ||||||||||||||
| SR. DIRECTOR, PRODUCT MANAGEMENT | $172,258 | $0 | $0 | $0 | $468 | $0 | $20,845 | $0 | $31,145 | $0 | $224,716 | $0 | $0 | $0 |
| RENITA R SUKHU | ||||||||||||||
| SR. DIRECTOR, MARKETING | $185,068 | $0 | $0 | $0 | $840 | $0 | $22,174 | $0 | $15,465 | $0 | $223,547 | $0 | $0 | $0 |
| HARIKA KAKKIRENI | ||||||||||||||
| SENIOR FULL STACK DEVELOPER | $165,709 | $0 | $0 | $0 | $0 | $0 | $18,068 | $0 | $16,432 | $0 | $200,209 | $0 | $0 | $0 |
| PETER BARON | ||||||||||||||
| FORMER CMRO TO 6/22 | $139,106 | $0 | $0 | $0 | $0 | $0 | $21,989 | $0 | $14,787 | $0 | $175,882 | $0 | $0 | $0 |
| DAVID G AYNEIJAN | ||||||||||||||
| INTERIM CFO AT 11/22 | $126,563 | $0 | $0 | $0 | $0 | $0 | $11,236 | $0 | $16,144 | $0 | $153,943 | $0 | $0 | $0 |
| CHRISTINE OSTROWSKI | ||||||||||||||
| FORMER CFO TO 7/22 | $124,975 | $0 | $0 | $0 | $0 | $0 | $19,316 | $0 | $1,440 | $0 | $145,731 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES ARE ELIGIBLE FOR GYM REIMBURSEMENT UP TO $70 PER MONTH. THIS IS IN PAYROLL AND SUBJECT TO TAX. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS MADE UP OF OFFICERS AND STANDING COMMITTEE CHAIRS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE GOVERNING BODY. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS ALL AUTHORITY OF THE TRUSTEES EXCEPT THAT IT MAY NOT TAKE ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, FILL VACANCIES IN THE BOARD OF TRUSTEES, FIX COMPENSATION OF ANY TRUSTEE, ALTER BYLAWS, AMEND OR REPEAL ANY RESOLUTION OF THE TRUSTEES, REMOVE OR APPOINT THE EXECUTIVE DIRECTOR/CEO OF THE CORPORATION, OR TAKE ANY ACTION WHICH HAS BEEN SPECIFICALLY RESERVED BY THE BOARD OF TRUSTEES AS A WHOLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 AND APPROVES IT PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT ANNUALLY AND TO SUBMIT IT TO THE CORPORATE SECRETARY FOR REVIEW. IF A CONFLICT EXISTS WITH A TRUSTEE, THE TRUSTEE IS ASKED TO REMOVE HIMSELF OR HERSELF FROM DISCUSSION AND RECUSE HIMSELF OR HERSELF FROM THE VOTE ON SUCH MATTERS. IF A CONFLICT WITH AN EMPLOYEE WAS PRESENT, THE EXECUTIVE DIRECTOR/CEO AND, IF NEED BE, THE TRUSTEE WOULD WORK TO CORRECT THE CONFLICT. NO CONFLICTS EXISTED FOR THE FISCAL YEAR BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | A THIRD PARTY COMPENSATION CONSULTANT IS HIRED PERIODICALLY BY THE TRUSTEES TO ANALYZE THE EXECUTIVE DIRECTOR/CEO'S SALARY AND BENEFIT PACKAGE. THE EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR REVIEWING THE CONSULTANT'S REPORT AND SETTING COMPENSATION STRATEGY SUCH THAT THE EXECUTIVE DIRECTOR/CEO IS PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION. SIMILARLY, THE EXECUTIVE DIRECTOR/CEO IS RESPONSIBLE FOR ENSURING THAT OTHER OFFICERS AND KEY EMPLOYEES ARE PAID NO MORE THAN FAIR MARKET VALUE COMPENSATION, AND ALSO USES DATA FROM A THIRD PARTY COMPENSATION CONSULTANT. ALL COMPENSATION DOCUMENTATION IS RETAINED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |