AMERICAN COUNCIL ON EDUCATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COUNCIL ON EDUCATION (EIN 53-0196573)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-06-25
- IRS object ID
- 202411779349300426
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T15:46:10-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL ON EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE LAMBERT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2029399330 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANICE | PersonFirstNm |
| Person Last | LAMBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-06-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | THEODORE R MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,150,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACENET.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CONSENSUS LEADER ON HIGHER EDUCATION ISSUES & COORDINATING BODY FOR UNITED STATES HIGHER ED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 163 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $227,590 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,502,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,422,157 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,185,209 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,263,289 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,229,735 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,521,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,543,005 | PYOtherRevenueAmt |
| CY Other Revenue | $5,524,362 | CYOtherRevenueAmt |
| PY Total Revenue | $34,460,397 | PYTotalRevenueAmt |
| CY Total Revenue | $39,731,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $292,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,409 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,019,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,821,016 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $808,968 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,093,502 | PYOtherExpensesAmt |
| CY Other Expenses | $15,047,045 | CYOtherExpensesAmt |
| PY Total Expenses | $33,405,929 | PYTotalExpensesAmt |
| CY Total Expenses | $35,938,470 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,054,468 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,792,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,911,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,069,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,033,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,700,378 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,877,938 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,369,434 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACE LEADS HIGHER EDUCATION WITH A UNITED VISION FOR THE FUTURE, GALVANIZING OUR MEMBERS TO MAKE CHANGE. THE COUNCIL COLLABORATES ACROSS THE SECTOR TO DESIGN SOLUTIONS FOR TODAY'S CHALLENGES, SERVES THE NEEDS OF A DIVERSE STUDENT POPULATION, SHAPES EFFECTIVE PUBLIC POLICY, AND PROMOTES A MORE INCLUSIVE FUTURE. ACE IS THE MAJOR COORDINATING BODY FOR HIGHER EDUCATION IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,986,775 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,781,608 | RevenueAmt |
| Desc | ADULT LEARNING AND EDUCATIONAL CREDENTIALS: ACE LEARNING EVALUATIONS (LE) DEMONSTRATES ITS COMMITMENT TO ADULT LEARNERS AND POSTSECONDARY CREDENTIAL ATTAINMENT THROUGH A WIDE RANGE OF PROGRAMS AND INITIATIVES THAT SUPPORT STUDENT SUCCESS. THIS INCLUDES ASSISTING COLLEGES AND UNIVERSITIES GRANT CREDIT FOR WORKPLACE LEARNING AND TRAINING TO IMPROVE ACCESS TO AND SUCCESS IN POSTSECONDARY EDUCATION. ACE VALIDATES A WIDE VARIETY OF EDUCATION AND TRAINING PROGRAMS FROM COURSES TO EXAMINATIONS, INCLUDING LANGUAGES, CERTIFICATIONS, AND APPRENTICESHIP PROGRAMS. THROUGH A CONTINUED CONTRACT WITH DEPARTMENT OF DEFENSE, ACE VALIDATES MILITARY TRAINING AND OCCUPATIONAL EXPERIENCES TO BRIDGE THE GAP BETWEEN PROFESSIONAL MILITARY EDUCATION AND POSTSECONDARY EDUCATION WHILE ENHANCING GOVERNMENT AND POSTSECONDARY DATA SYSTEMS AND VIRTUAL TECHNOLOGY. ASSOCIATED SUPPORT SERVICES CONNECT INSTITUTIONS OF HIGHER EDUCATION AND EMPLOYERS TO IMPROVE ECONOMIC MOBILITY FOR INDEPENDENT LEARNERS TO OBTAIN ACADEMIC CREDIT FOR FORMAL COURSES, TRAINING, AND EXPERIENCES TAKEN OUTSIDE TRADITIONAL COLLEGES AND UNIVERSITIES. THIS WORK ENSURES THE VALIDITY AND RELIABILITY OF NON-TRADITIONAL LEARNING AND PROVIDES OPPORTUNITIES FOR UNDERSERVED STUDENT POPULATIONS IN COLLEGE AND THE WORKFORCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,251,254 | ExpenseAmt |
| Grant | $70,409 | GrantAmt |
| Revenue | $1,301,321 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT: ACE HAS A LONG HISTORY OF PROVIDING LEARNING AND ENGAGEMENT OPPORTUNITIES FOR CAMPUS LEADERS, INCLUSIVE OF PROGRAMS, SERVICES, AND RESEARCH. ACE'S EDUCATION FUTURES DIVISION (LEADING THE COUNCIL'S PROGRAMMATIC WORK) OFFERS A SUITE OF PROGRAMS AND SERVICES THAT ENRICH THE CAPACITY OF INSTITUTIONS AND INDIVIDUAL LEADERS TO INNOVATE, ADAPT AND PROMOTE HIGH QUALITY PRACTICE WITHIN HIGHER EDUCATION. THE UNIT SERVES INDIVIDUAL LEADERS AND INSTITUTIONS BY LEVERAGING A SUITE OF BLENDED SOLUTIONS INCLUDING BUT NOT LIMITED TO ACE'S TRANSFORMATION LABS AND ACE FELLOWS. ACE'S TRANSFORMATION LABS GUIDE HIGHER EDUCATION INSTITUTIONS THROUGH A STRUCTURED, CAMPUS-WIDE PLANNING PROCESS TO ADDRESS PRESSING STRATEGIC GOALS. CURRENT TRANSFORMATION LABS FOCUS ON LEARNER SUCCESS AND CAMPUS INTERNATIONALIZATION. LABS ARE FUNDED THROUGH GRANTS AND/OR PARTICIPANT FEES AND INCLUDE CAMPUS ENGAGEMENT WITH ACE LASTING FROM THREE MONTHS TO TWO YEARS. ACE FELLOWS OFFERS AN IN-DEPTH YEAR-LONG IMMERSION IN HIGHER EDUCATION LEADERSHIP. A COHORT OF 30 TO 50 LEADERS ARE SELECTED EACH YEAR TO PARTICIPATE IN THE PROGRAM, WHICH INCLUDES A SERIES OF RETREATS FOCUSED ON ESSENTIAL KNOWLEDGE AND SKILLS, EXTENDED MENTORING BY EXECUTIVES FROM A HOST CAMPUS, COMPLETION OF SPECIAL PROJECTS AND ASSIGNMENTS TO TRANSFORM AND ENHANCE BOTH THEIR HOME AND HOST CAMPUSES, AND OPPORTUNITIES TO CONNECT WITH AND LEARN FROM A WIDE ARRAY OF CAMPUS LEADERS. PARTICIPATION IN THE FELLOWS PROGRAM IS SUPPORTED BY PROGRAM FEES, GRANTS AND SCHOLARSHIPS. ACE'S COMMUNITY STRATEGY AND ENGAGEMENT UNIT FOCUSES ON FOSTERING PARTNERSHIP AND ENGAGEMENT WITH KEY STAKEHOLDERS AND ORGANIZATIONS, SUCH AS THE ACE WOMEN'S NETWORK AND THE ACE COUNCIL OF FELLOWS. THE COUNCIL OF FELLOWS COORDINATES THE ACTIVITIES, EVENTS, AND FUNDRAISING EFFORTS OF THE ACE FELLOWS PROGRAM ALUMNI. SINCE ITS INCEPTION IN 1965, OVER 2,000 INDIVIDUALS HAVE PARTICIPATED IN THE ACE FELLOWS PROGRAM. THIS DIVERSE NETWORK OF ALUMNI ARE AN ONGOING SOURCE OF SHARED EXPERTISE AND SUPPORT FOR ONE ANOTHER AS THEY NAVIGATE CHALLENGES FACING THEIR INSTITUTIONS AND PROACTIVELY ENGAGE TO ADVANCE HIGHER EDUCATION'S OVERARCHING MISSION. THE ACE WOMEN'S NETWORK IS A SYSTEM OF STATE-BASED NETWORKS WITH THE GOAL OF SUPPORTING AND ADVANCING WOMEN LEADERS IN HIGHER EDUCATION. ANNUALLY THE STATE NETWORKS REACH APPROXIMATELY 10,000 WOMEN AND SUPPORTS THE OVERARCHING VISION OF DIVERSIFYING THE HIGHER EDUCATION LEADERSHIP PIPELINE. THROUGH PROGRAMS AND INITIATIVES AND WITH THE SUPPORT OF ACE STAFF, THE STATE NETWORKS ENGAGE IN A SHARED MISSION OF IDENTIFYING, DEVELOPING, ENCOURAGING, ADVANCING, LEADING AND SUPPORTING WOMEN IN HIGHER EDUCATION CAREERS. EACH OF THE AFOREMENTIONED UNITS EMPLOYS ACE ENGAGE, ACE'S DIGITAL ENGAGEMENT TOOL, TO ADVANCE PRODUCT DISSEMINATION AND NETWORKING OPPORTUNITIES FOR HIGHER EDUCATION LEADERS. ACE ENGAGE IS A RESOURCE TO FOSTER VIRTUAL PEER TO PEER NETWORKING AND LEARNING, AND OFFERS INDIVIDUAL LEADERS ACCESS TO A RESOURCE LIBRARY, WEBINARS AND ONLINE WORKSHOPS WITH EXPERTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,989,805 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GOVERNMENT RELATIONS AND PUBLIC AFFAIRS: COORDINATES AND PUBLICIZES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS POSITIONS AND CONCERNS TO THE FEDERAL GOVERNMENT. ACE'S DIVISION OF GOVERNMENT RELATIONS (DGR) COORDINATES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS CONCERNS TO THE FEDERAL GOVERNMENT. STAFF MEMBERS PREPARE TESTIMONY FOR CONGRESSIONAL HEARINGS, COMMENT ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, AND FILE AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION, AMONG OTHER ACTIVITIES. FOR FEDERAL GOVERNMENT POLICY MAKERS, THE DIVISION ACTS AS THE CENTRAL SOURCE OF INFORMATION AND COUNSEL ON HIGHER EDUCATION ISSUES. DIVISION STAFF MEMBERS ALSO COMMUNICATE INFORMATION ON RELEVANT EDUCATIONAL CONCERNS AND ACE POLICY POSITIONS TO THE MEDIA, COLLEGE AND UNIVERSITY OFFICIALS, AND THE GENERAL PUBLIC. ANOTHER MEANS OF DISSEMINATION OF THIS INFORMATION IS THE ACE ANNUAL MEETING, WHICH IS AN IDEAL SETTING FOR NETWORKING WITH COLLEAGUES AND ADDRESSING FUTURE CHALLENGES OF HIGHER EDUCATION, INCLUDING IN THE PUBLIC POLICY ARENA.THE OFFICE OF PUBLIC AFFAIRS WORKS TO MAINTAIN THE COUNCIL'S PRESENCE AS A TOP SOURCE FOR MEDIA ON HIGHER EDUCATION ISSUES AND POLICY, ENHANCE PUBLIC UNDERSTANDING OF A WIDE RANGE OF HIGHER EDUCATION TOPICS, ADVOCATE ON BEHALF OF ACE MEMBERSHIP ON KEY ISSUES, AND PROMOTE THE IMPORTANT WORK OF ACE PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $3,393,752 | $9,890 | CARNEGIE CLASSIFICATION: FOR THE LAST 50 YEARS, THE CARNEGIE CLASSIFICATIONS OF INSTITUTIONS OF HIGHER EDUCATION HAVE BEEN THE GOLD STANDARD FOR ORGANIZING COLLEGES AND UNIVERSITIES BY A VARIETY OF CHARACTERISTICS, AND ARE USED BY RESEARCHERS AROUND THE WORLD TO STUDY THE HIGHER EDUCATION SECTOR IN AMERICA. ACE PARTNERED WITH THE CARNEGIE FOUNDATION IN FEBRUARY 2022 TO REDESIGN THE CARNEGIE CLASSIFICATIONS TO BETTER REFLECT THE DIVERSE SET OF INSTITUTIONS AND MISSIONS IN HIGHER EDUCATION TODAY AND TO ESTABLISH NEW CLASSIFICATIONS, INCLUDING ONES THAT ARE CENTERED ON STUDENTS' SOCIAL AND ECONOMIC MOBILITY. IN FY23, ACE LAUNCHED A NEW WEBSITE THAT IS MORE USER-FRIENDLY; PLANNED FOR THE EXPANSION OF THE ELECTIVE CLASSIFICATIONS; CONTINUED WORK ON THE CLASSIFICATION METHODOLOGY; ENGAGED WITH AN ESTIMATED 3,000 STAKEHOLDERS ACROSS DOZENS OF MEETINGS, INSTITUTIONAL SITE VISITS, AND 15 CONFERENCES OR LARGE-SCALE EVENTS; PUBLISHED A BLOG POST ON TAKEAWAYS FROM THAT ENGAGEMENT; AND HAD TWO INTERVIEWS PUBLISHED IN EXTERNAL MAGAZINES. ADDITIONALLY, IN FY23, ACE RELEASED UPDATES FOR THE BASIC AND SOCIAL & ECONOMIC MOBILITY CLASSIFICATIONS, WHICH WILL BE FINALIZED IN FY25; RELEASED ADDITIONAL SCHOLARSHIPS ON THE CLASSIFICATIONS AND RELATED CONCEPTS THROUGH A WHITE PAPER SERIES THAT WILL BEGIN RELEASE IN FY24; AND REVIEWED 61 APPLICATIONS FOR THE 2024 COMMUNITY ENGAGEMENT CLASSIFICATION, WHICH WILL BE FINALIZED FOR RELEASE IN FY24. |
| $2,979,190 | $14,197,860 | ANNUAL MEETING AND OTHER PROGRAMS: ACE'S ANNUAL MEETING BRINGS TOGETHER HIGHER EDUCATION LEADERS FROM ALL SECTORS. THE ANNUAL MEETING IS AN EVENT TO NETWORK WITH COLLEAGUES, HEAR ABOUT EMERGING TRENDS FROM NATIONAL THOUGHT LEADERS, AND LEARN ABOUT NEW APPROACHES TO CAMPUS CHALLENGES. |
| $1,933,638 | $11,888 | POLICY ANALYSIS & RESEARCH: THE ACE RESEARCH UNIT CONDUCTS RESEARCH AND ANALYSIS THAT ADVANCE THE COUNCIL'S THOUGHT LEADERSHIP AREAS INCLUDING BUT NOT LIMITED TO: (1) EQUITY-MINDED LEADERSHIP, (2) STUDENT SUCCESS AND COMPLETION, (3) GLOBALLY ENGAGED AND EFFECTIVE INSTITUTIONS, AND (4) INSTITUTIONAL TRANSFORMATION. THE UNIT PRODUCES MAJOR REPORTS, TOPICAL RESEARCH BRIEFS, RESEARCH-INFORMED PRACTICE GUIDES, BLOGS, AND OTHER PRODUCTS THAT PROVIDE COLLEGE AND UNIVERSITY LEADERS, POLICYMAKERS, AND OTHER STAKEHOLDERS WITH KEY INSIGHTS TO INFORM POLICY AND PRACTICE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,306,580 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $14,219,638 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,534,414 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 321 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 163 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANICE LAMBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LINDA A LIVINGSTONE | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FELIX V MATOS RODRIGUEZ | |||||||
| VICE CHAIR/CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL RAO | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSLYN CLARK ARTIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENYA AYERS-PALMORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE S BACOW | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEELI BENDAPUDI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE BILLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| L JOY GATES BLACK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY BRANTLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA M BURWELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| F JAVIER CEVALLOS | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER TED CARTER JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA MARI CAUCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P CLEMENTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ISIAAH CRAWFORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK J DOOLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M DONOHUE | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY J ELAM JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMIAN J FERNANDEZ | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN TA GABEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JORGE G GONZALEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J HELLDOBLER | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY V HOOGSTRA | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRIE BESNETTE HAUSER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS H HOLTSCHNEIDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE M KRESS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN KRUGER | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J LEBLANC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY S MAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES B MILLIKEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MITSUI | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUAN SANCHEZ MUNOZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THUY THI NGUYEN | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN NOLAND | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANTA J ONO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA H PAXSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J PAPPAS | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL PINK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PULSIPHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE PUMARIEGA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J PHELAN | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK C REED | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY K SAKAKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAYEF H SAMHAT | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J SORRELL | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM STRITIKUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA TENIENTE-MATSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REYNOLD VERRET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SCHUSTER WEBB | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELVA K WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES L WELCH | |||||||
| DIRECTOR - UNTIL 09/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEOCADIA I ZAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE MITCHELL | |||||||
| PRESIDENT, EX OFFICIO | 35.00 | Yes (X) | $811,411 | $0 | $34,123 | ||
| TERRY HARTLE | |||||||
| SVP, DGPA - UNTIL 02/2023 | 35.00 | Yes (X) | $436,968 | $0 | $27,150 | ||
| KARA FREEMAN | |||||||
| SVP, COO - UNTIL 05/2023 | 35.00 | Yes (X) | $369,126 | $0 | $38,075 | ||
| DERRICK ANDERSON | |||||||
| SVP, L&E | 35.00 | Yes (X) | $316,685 | $0 | $34,299 | ||
| MUSHTAQ GUNJA | |||||||
| EX. DIR., CCS AND SVP | 35.00 | Yes (X) | $285,775 | $0 | $38,140 | ||
| ZENITTA ANDERSON | |||||||
| SVP, CAO | 35.00 | Yes (X) | $200,508 | $0 | $32,320 | ||
| JON FANSMITH | |||||||
| SVP, GOVERNMENT RELATIONS | 35.00 | Yes (X) | $194,247 | $0 | $14,124 | ||
| KENNETH TROSHINSKY | |||||||
| VP AND CFO - UNTIL 05/2023 | 35.00 | Yes (X) | $160,002 | $0 | $6,452 | ||
| JESSIE BROWN | |||||||
| SVP, CHIEF OF STAFF | 35.00 | Yes (X) | $108,771 | $0 | $9,259 | ||
| PETER MCDONOUGH | |||||||
| VP, GENERAL COUNSEL | 35.00 | $327,812 | $0 | $34,193 | Yes (X) | ||
| LOUIS SOARES | |||||||
| CHIEF LEARNING & INNOVATION OFFICER | 35.00 | $304,412 | $0 | $41,167 | Yes (X) | ||
| MARLON SUKAL | |||||||
| CHIEF PEOPLE AND CULTURE OFFICER | 35.00 | $243,652 | $0 | $10,722 | Yes (X) | ||
| JONATHAN RISKIND | |||||||
| VP, PUBLIC AFFAIRS | 35.00 | $216,179 | $0 | $32,597 | Yes (X) | ||
| BATHSHEBA PHILPOTT | |||||||
| VP, ADVANCEMENT - 01/2023 | 35.00 | $220,827 | $0 | $27,312 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,196,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| STEP 1 ENTERPRISES LLC | |||||
| PO BOX 10651 | BURKE | VA | 22009 | CONSTRUCTION CONTRACTING | $775,906 |
| RSM US LLP | |||||
| 5155 PAYSHERE | CHICAGO | IL | 60674 | IT CONSULTING | $172,612 |
| COVINGTON & BURLING | |||||
| 850 10TH ST NW ONE CITYCENTER | WASHINGTON | DC | 200014956 | CONSULTING | $153,550 |
| BEACON HILL STAFFING GROUP LLC | |||||
| PO BOX 846193 | BOSTON | MA | 022846193 | STAFFING SERVICES | $152,174 |
| ERNST & YOUNG LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 152640382 | CONSULTING | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $32,486 | GovernmentGrantsAmt |
| All Other Contributions | $10,389,671 | AllOtherContributionsAmt |
| Total Contributions | $10,422,157 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $7,943,079 | $7,943,079 | |
| RENTAL INCOME | 900099 | $5,295,267 | $5,295,267 | |
| REVIEW AND REGISTRATION FEES | 900099 | $4,149,040 | $4,149,040 | |
| FEDERAL CONTRACT REVENUE | 900099 | $3,928,623 | $3,928,623 | |
| ADVERTISING | 541800 | $130,025 | $130,025 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$182,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$182,745 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,263,289 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,447,801 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $97,565 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,350,236 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,449,030 | TotalRevenueColumnAmt |
| Exclusion | $5,449,030 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,438,446 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,365,020 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,426 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,426 | TotalRevenueColumnAmt |
| Exclusion | $73,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $39,277 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $54,163 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,886 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GARAGE PARKING | 900099 | $86,380 | $86,380 |
| MISCELLANEOUS INCOME | 900099 | $2,458 | $2,458 |
| VENDING MACHINE SERVICE REVENUE | 900099 | $1,380 | $1,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $90,218 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,731,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,118,378 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $227,590 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,962,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,409 | TotalAmt |
| Program Services | $63,409 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,481,801 | TotalAmt |
| Program Services | $3,036,403 | ProgramServicesAmt |
| Management And General | $445,398 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,061,518 | TotalAmt |
| Program Services | $9,140,109 | ProgramServicesAmt |
| Management And General | $3,388,227 | ManagementAndGeneralAmt |
| Fundraising | $533,182 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,287 | TotalAmt |
| Program Services | $587,582 | ProgramServicesAmt |
| Management And General | $209,768 | ManagementAndGeneralAmt |
| Fundraising | $31,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,344,835 | TotalAmt |
| Program Services | $1,706,850 | ProgramServicesAmt |
| Management And General | $557,628 | ManagementAndGeneralAmt |
| Fundraising | $80,357 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,575 | TotalAmt |
| Program Services | $809,931 | ProgramServicesAmt |
| Management And General | $257,517 | ManagementAndGeneralAmt |
| Fundraising | $36,127 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,114 | TotalAmt |
| Program Services | $80,474 | ProgramServicesAmt |
| Management And General | $110,260 | ManagementAndGeneralAmt |
| Fundraising | $3,380 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,720 | TotalAmt |
| Management And General | $75,720 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,000 | TotalAmt |
| Program Services | $141,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,434,246 | TotalAmt |
| Program Services | $4,895,984 | ProgramServicesAmt |
| Management And General | $1,504,193 | ManagementAndGeneralAmt |
| Fundraising | $34,069 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,884 | TotalAmt |
| Program Services | $50,004 | ProgramServicesAmt |
| Management And General | $18,341 | ManagementAndGeneralAmt |
| Fundraising | $1,539 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,687 | TotalAmt |
| Program Services | $101,815 | ProgramServicesAmt |
| Management And General | $49,971 | ManagementAndGeneralAmt |
| Fundraising | $1,901 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,308 | TotalAmt |
| Program Services | $747,997 | ProgramServicesAmt |
| Management And General | $952,939 | ManagementAndGeneralAmt |
| Fundraising | $25,372 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,857 | TotalAmt |
| Program Services | $202,185 | ProgramServicesAmt |
| Management And General | $436,188 | ManagementAndGeneralAmt |
| Fundraising | $8,484 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,361 | TotalAmt |
| Program Services | $558,309 | ProgramServicesAmt |
| Management And General | $24,770 | ManagementAndGeneralAmt |
| Fundraising | $3,282 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,089 | TotalAmt |
| Program Services | $1,088,649 | ProgramServicesAmt |
| Management And General | $42,823 | ManagementAndGeneralAmt |
| Fundraising | $12,617 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331 | TotalAmt |
| Program Services | $410 | ProgramServicesAmt |
| Management And General | $904 | ManagementAndGeneralAmt |
| Fundraising | $17 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,940 | TotalAmt |
| Program Services | $671,685 | ProgramServicesAmt |
| Management And General | $1,414,675 | ManagementAndGeneralAmt |
| Fundraising | $11,580 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,405 | TotalAmt |
| Program Services | $12,745 | ProgramServicesAmt |
| Management And General | $219,125 | ManagementAndGeneralAmt |
| Fundraising | $535 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $879,560 | $253,063 | $615,868 | $10,629 |
| TAXES | $332,210 | $99,748 | $228,272 | $4,190 |
| DUES & PUBLICATIONS | $178,876 | $154,417 | $19,294 | $5,165 |
| OTHER EXPENSES | $129,169 | $107,982 | $17,095 | $4,092 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,288 | TotalAmt |
| Program Services | $16,663 | ProgramServicesAmt |
| Management And General | $6,112 | ManagementAndGeneralAmt |
| Fundraising | $513 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,938,470 | TotalAmt |
| Program Services | $24,534,414 | ProgramServicesAmt |
| Management And General | $10,595,088 | ManagementAndGeneralAmt |
| Fundraising | $808,968 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,282,974 | BOYAmt |
| EOY | $7,876,083 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,510 | BOYAmt |
| EOY | $5,806,353 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,016,035 | BOYAmt |
| EOY | $4,868,211 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,763 | BOYAmt |
| EOY | $15,909 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,110 | BOYAmt |
| EOY | $1,163,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,335,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,032,535 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,138,483 | BOYAmt |
| EOY | $8,302,557 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,044,566 | BOYAmt |
| EOY | $52,567,245 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,063 | BOYAmt |
| EOY | $65,264 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,593,557 | BOYAmt |
| EOY | $4,255,346 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,979,345 | BOYAmt |
| EOY | $3,148,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,911,406 | BOYAmt |
| EOY | $88,069,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,165 | BOYAmt |
| EOY | $3,798,793 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,318,880 | BOYAmt |
| EOY | $11,146,309 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,888,423 | BOYAmt |
| EOY | $4,755,276 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,033,468 | BOYAmt |
| EOY | $19,700,378 | 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 | $56,827,991 | BOYAmt |
| EOY | $60,135,311 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,947 | BOYAmt |
| EOY | $8,234,123 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,877,938 | BOYAmt |
| EOY | $68,369,434 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,911,406 | BOYAmt |
| EOY | $88,069,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,792,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,509,911 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $189,020 | 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 Minus4 Years | $14,798,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,770,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,141,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,502,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,422,157 | CurrentTaxYearAmt |
| Total | $40,634,863 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,044,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,865,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,072,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,089,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,172,541 | CurrentTaxYearAmt |
| Total | $90,244,720 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,843,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,635,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,214,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,591,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,594,698 | CurrentTaxYearAmt |
| Total | $130,879,583 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700 | CurrentTaxYearAmt |
| Total | $30,391 | 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 Minus4 Years | $12,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700 | CurrentTaxYearAmt |
| Total | $30,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $130,849,192 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,058,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,852,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,582,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,390,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,799,266 | CurrentTaxYearAmt |
| Total | $40,682,374 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,058,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,852,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,582,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,390,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,799,266 | CurrentTaxYearAmt |
| Total | $40,682,374 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,218 | CurrentTaxYearAmt |
| Total | $525,721 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,076,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,578,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,887,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,060,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,484,182 | CurrentTaxYearAmt |
| Total | $172,087,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74290 | PublicSupportPY509Pct |
| Investment Income CY | 0.23640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.25290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENCY PUBLICATION - ADVERTISING GARAGE PARKING OTHER REVENUE VENDING MACHINE SERVICE REVENUE | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $201,701 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $201,701 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,736,770 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,938,471 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $735,559 | CurrentYearMinus3Amt |
| Current Year Minus2 | $579,075 | CurrentYearMinus2Amt |
| Current Year Minus1 | $322,912 | CurrentYearMinus1Amt |
| Current Year | $201,701 | CurrentYearAmt |
| Total | $1,839,247 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,678,042 | OtherCostOrOtherBasisAmt |
| Book Value | $2,678,042 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,505,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,408,644 | DepreciationAmt |
| Book Value | $4,096,570 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,545,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,949,513 | DepreciationAmt |
| Book Value | $596,444 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,605,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,674,378 | DepreciationAmt |
| Book Value | $931,501 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,302,557 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE MEDICARE BEN. OBLIGATION | $2,046,361 |
| DEFERRED COMPENSATION LIABILITY | $2,318,672 |
| ASSET RETIREMENT OBLIGATION | $325,000 |
| CAPITAL LEASE LIABILITY | $57,546 |
| OTHER LIABILITIES | $7,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,755,276 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,509,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,509,911 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $189,020 | OtherRevenueAmt |
| Revenue Not Reported | $4,723,931 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,785,198 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$54,163 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$54,163 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,731,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,017,633 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $54,163 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $79,163 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,938,470 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,938,470 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACE EVALUATED ITS UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2023 AND 2022, THERE WERE NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST 237,927. LOSS ON UNCOLLECTIBLE GRANTS & CONTRIBUTIONS -48,907. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -54,163. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,163. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA STATE UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 1046 | MONTGOMERY | AL | 36101 | 636067745 | 501(C)(3) | $20,000 | $0 | FELLOWS SCHOLARSHIP |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $16,809 | $0 | EQUITY MINDED LEADERSHIP STUDY |
| ALLAN HANCOCK JOINT COMMUNITY COLLEGE DISTRICT | ||||||||
| 800 S COLLEGE DRIVE | SANTA MARIA | CA | 93454 | 521692042 | N/A | $10,000 | $0 | AWARD FOR INSTITUTIONAL TRANFORMATION |
| TEXAS WOMEN'S UNIVERSITY | ||||||||
| 304 ADMINISTRATION DRIVE | DENTON | TX | 76204 | 756002618 | N/A | $10,000 | $0 | AWARD FOR INSTITUTIONAL TRANFORMATION |
| ASSOCIATION OF INTERNATIONAL EDUCATION ADMINISTRATORS | ||||||||
| 811 NINTH STREET SUITE 215 | DURHAM | NC | 27705 | 431427422 | 501(C)(6) | $6,600 | $0 | CONFERENCE SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PROGRAMMATIC SCHOLARSHIP | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $7,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACE IS REQUIRED TO PERFORM SUBRECIPIENT MONITORING OF THE FUNDS IT RECEIVES FROM FEDERAL SOURCES IN ORDER TO ENSURE THAT THE FUNDS ARE BEING USED FOR THEIR INTENDED PURPOSE AND THAT THERE ARE NO UNIFORM GUIDANCE 2 CFR 200 AUDIT FINDINGS THAT MAY ADVERSELY AFFECT THE USE OF THE SUBRECIPIENTS' FEDERAL FUNDS. SUBRECIPIENT MONITORING EFFORTS ARE A JOINT EFFORT OF PROGRAM STAFF AND THE FINANCE & BUDGET STAFF. ALL OTHER GRANT FUNDS PROVIDED TO ENTITLES ARE SIMILARLY MONITORED THROUGH THE USE OF SUBAWARD AGREEMENTS OR CONTRACTS & PERIODIC REPORTING PROVIDED BY GRANTEES TO ACE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THEODORE MITCHELL | ||||||||||||||
| PRESIDENT, EX OFFICIO | $670,000 | $0 | $0 | $0 | $141,411 | $0 | $21,350 | $0 | $12,773 | $0 | $845,534 | $0 | $0 | $0 |
| TERRY HARTLE | ||||||||||||||
| SVP, DGPA - UNTIL 02/2023 | $433,522 | $0 | $0 | $0 | $3,446 | $0 | $21,350 | $0 | $5,800 | $0 | $464,118 | $0 | $0 | $0 |
| KARA FREEMAN | ||||||||||||||
| SVP, COO - UNTIL 05/2023 | $368,335 | $0 | $0 | $0 | $791 | $0 | $21,350 | $0 | $16,725 | $0 | $407,201 | $0 | $0 | $0 |
| PETER MCDONOUGH | ||||||||||||||
| VP, GENERAL COUNSEL | $324,346 | $0 | $0 | $0 | $3,466 | $0 | $21,350 | $0 | $12,843 | $0 | $362,005 | $0 | $0 | $0 |
| DERRICK ANDERSON | ||||||||||||||
| SVP, L&E | $316,369 | $0 | $0 | $0 | $316 | $0 | $18,958 | $0 | $15,341 | $0 | $350,984 | $0 | $0 | $0 |
| LOUIS SOARES | ||||||||||||||
| CHIEF LEARNING & INNOVATION OFFICER | $302,980 | $0 | $0 | $0 | $1,432 | $0 | $21,350 | $0 | $19,817 | $0 | $345,579 | $0 | $0 | $0 |
| MUSHTAQ GUNJA | ||||||||||||||
| EX. DIR., CCS AND SVP | $285,400 | $0 | $0 | $0 | $375 | $0 | $20,650 | $0 | $17,490 | $0 | $323,915 | $0 | $0 | $0 |
| MARLON SUKAL | ||||||||||||||
| CHIEF PEOPLE AND CULTURE OFFICER | $243,264 | $0 | $0 | $0 | $388 | $0 | $10,290 | $0 | $432 | $0 | $254,374 | $0 | $0 | $0 |
| JONATHAN RISKIND | ||||||||||||||
| VP, PUBLIC AFFAIRS | $214,676 | $0 | $0 | $0 | $1,503 | $0 | $15,441 | $0 | $17,156 | $0 | $248,776 | $0 | $0 | $0 |
| BATHSHEBA PHILPOTT | ||||||||||||||
| VP, ADVANCEMENT - 01/2023 | $220,052 | $0 | $0 | $0 | $775 | $0 | $15,472 | $0 | $11,840 | $0 | $248,139 | $0 | $0 | $0 |
| ZENITTA ANDERSON | ||||||||||||||
| SVP, CAO | $199,705 | $0 | $257 | $0 | $546 | $0 | $14,662 | $0 | $17,658 | $0 | $232,828 | $0 | $0 | $0 |
| JON FANSMITH | ||||||||||||||
| SVP, GOVERNMENT RELATIONS | $193,800 | $0 | $0 | $0 | $447 | $0 | $12,274 | $0 | $1,850 | $0 | $208,371 | $0 | $0 | $0 |
| KENNETH TROSHINSKY | ||||||||||||||
| VP AND CFO - UNTIL 05/2023 | $159,370 | $0 | $0 | $0 | $632 | $0 | $1,534 | $0 | $4,918 | $0 | $166,454 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THEODORE MITCHELL'S W-2 COMPENSATION INCLUDES IMPUTED OCCUPANCY INCOME FOR RESIDENCE FOR PERSONAL USE IN THE AMOUNT OF $141,867. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION AS OTHER REPORTABLE COMPENSATION. PER THE PRESIDENT'S EMPLOYMENT CONTRACT, COMPENSATION INCLUDES AN AMOUNT TO REASONABLY APPROXIMATE "GROSSED UP" PERSONAL INCOME TAXES INCURRED BY THE PRESIDENT AS A RESULT OF IMPUTED OCCUPANCY INCOME. |
| PART I, LINE 4B | THEODORE MITCHELL PARTICIPATED IN A 457(F) PLAN AND ON HIS BEHALF, ACE CONTRIBUTED $100,000 TO THE PLAN DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2023. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AMERICAN MUTUAL HEALTH INSURANCE COMPANY | |||
| SEE PART V | $2,083,063 | INSURANCE PREMIUMS | 0 |
| COURSERA INC | |||
| THEODORE MITCHELL IS A BOARD MEMBER OF COURSERA, INC. AND AN OFFICER AT ACE | $102,750 | ANNUAL MEETING SPONSORSHIP AND COURSE REVIEWS | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | KARA FREEMAN WAS A BOARD MEMBER OF AMHIC AND AN OFFICER AT ACE THROUGH MAY 2023 AND ZENITTA ANDERSON IS CURRENTLY A BOARD MEMBER OF AMHIC AND AN OFFICER AT ACE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | ACE'S EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, IMMEDIATE PAST CHAIR, ACE PRESIDENT, AND AT LEAST TWO ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE FULL BOARD AS NECESSARY. THE PRESIDENT IS AN EX-OFFICIO NON-VOTING MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | UPDATES TO ACE'S BYLAWS WERE APPROVED BY THE BOARD OF DIRECTORS IN FEBRUARY 2023. THE UPDATES INCLUDED CLARIFICATION OF TWO NATIONAL ASSOCIATION MEMBERS ON THE BOARD OF DIRECTORS AND THE VOTING TERM OF THE WASHINGTON HIGHER EDUCATION SECRETARIAT REPRESENTATIVE. BOARD MEMBER TERMS CHANGED FROM SPRING TO FALL CYCLE (COINCIDENT WITH FALL BOARD MEETING), AND CERTAIN WORDING WAS CLARIFIED. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE COUNCIL HAS FIVE CLASSES OF MEMBERS: NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATION MEMBERS, PROBATIONARY MEMBERS, AND ASSOCIATE MEMBERS. NATIONAL ASSOCIATION MEMBERS ARE NON-PROFIT ORGANIZATIONS PRIMARILY CONCERNED WITH HIGHER EDUCATION. INSTITUTIONAL MEMBERS CONSIST OF COLLEGES AND UNIVERSITIES, LEGALLY AUTHORIZED TO GRANT DEGREES, ACCREDITED BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY AN AGENCY RECOGNIZED BY THE DEPARTMENT OF EDUCATION, OR A MULTI-CAMPUS INSTITUTION OR STATE SYSTEM. ORGANIZATION MEMBERS ARE NON-PROFIT ORGANIZATIONS PRIMARILY CONCERNED WITH HIGHER EDUCATION AND WHOSE MEMBERSHIP IS RESTRICTED BY LOCAL, STATE, OR REGIONAL BOUNDARIES OR OTHER CONSIDERATIONS; OR NON-PROFIT ORGANIZATIONS PRINCIPALLY ENGAGED IN ELEMENTARY OR SECONDARY EDUCATION AND WHICH ARE LOCAL, STATE, REGIONAL, OR NATIONAL IN SCOPE. PROBATIONARY MEMBERS CONSIST OF COLLEGES, UNIVERSITIES, AND OTHER POST-SECONDARY INSTITUTIONS THAT OFFER DEGREES AND ARE CANDIDATES FOR ACCREDITATION BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY THE DEPARTMENT OF EDUCATION. ASSOCIATE MEMBERS ARE NON-VOTING MEMBERS OF WHOSE INCLUSION IN THE COUNCIL MAY ADVANCE THE INTERESTS OF HIGHER EDUCATION, ACE OR ITS MEMBERSHIP, AND ARE IN THE FOLLOWING CATEGORIES: BRANCH OR REGIONAL SUBSCRIBERS, SUCH AS CAMPUSES THAT ARE NOT SEPARATELY ACCREDITED, BUT UNDER THE AUSPICES OF A MEMBER-ELIGIBLE INSTITUTION OR SYSTEM. INTERNATIONAL MEMBERS, SUCH AS HIGHER EDUCATION ASSOCIATIONS OR INSTITUTIONS OUTSIDE THE UNITED STATES AND ITS TERRITORIES THAT ARE RECOGNIZED BY THE APPROPRIATE AUTHORITY IN THE COUNTRY. LEARNED SOCIETY MEMBERS, SUCH AS ACADEMIC AND SCHOLARLY SOCIETIES THAT EXIST TO PROMOTE AN ACADEMIC DISCIPLINE OR PROFESSION, OR A GROUP OF RELATED DISCIPLINES OR PROFESSIONS. AFFILIATE MEMBERS, SUCH AS CORPORATIONS, FOUNDATIONS, AND OTHER ORGANIZATIONS THAT ARE CONCERNED WITH HIGHER EDUCATION. INDIVIDUAL MEMBERS, SUCH AS INDIVIDUALS CONCERNED WITH HIGHER EDUCATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | A MAJORITY OF THE BOARD OF DIRECTORS IS ELECTED BY NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATION MEMBERS, AND PROBATIONARY MEMBERS. VOTING IS LIMITED TO MEMBERS THAT ARE NON-PROFIT, TAX-EXEMPT ENTITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT VERSION OF IRS FORMS 990 AND 990-T ARE INITIALLY CIRCULATED AMONG ACE'S ENTIRE BOARD PRIOR TO FILING. THE PURPOSE OF MAKING THE FORMS AVAILABLE TO THE ENTIRE BOARD MEMBERSHIP IS TO SOLICIT QUESTIONS AND/OR SUGGESTIONS FOR IMPROVEMENTS TO THE DRAFT. ACE'S CHIEF FINANCIAL OFFICER (CFO) COMPILES ALL COMMENTS RECEIVED FROM THE BOARD AND RESOLVES THOSE MATTERS PRIOR TO FILING OF FORMS 990 AND 990-T. ACE'S AUDIT, FINANCE AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH COMPLIANCE OVERSIGHT, INCLUDING THE ACCURATE AND TIMELY FILING OF FORMS 990 AND 990-T. THE AUDIT, FINANCE AND COMPLIANCE COMMITTEE ALSO PERIODICALLY RECEIVES UPDATES CONCERNING CHANGES TO THE FORMS PROMULGATED BY THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACE HAS A CONFLICT-OF-INTEREST POLICY. THE COUNCIL'S GENERAL COUNSEL IS RESPONSIBLE FOR MANAGING AN ANNUAL PROCESS BY WHICH EACH COVERED PERSON, AND EVERY OTHER ACE EMPLOYEE, IS ASKED TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE AND CERTIFY THAT THE PERSON HAS READ, COMPLIED WITH AND AGREES TO COMPLY WITH THAT POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ACE'S BOARD OF DIRECTORS DELEGATES AUTHORITY TO ACE'S COMPENSATION COMMITTEE COMPOSED OF MEMBERS OF ITS EXECUTIVE COMMITTEE TO PROVIDE INDEPENDENT OVERSIGHT AND, AS APPROPRIATE, APPROVAL OF SALARY AND OTHER COMPENSATION ARRANGEMENTS FOR ACE'S PRESIDENT AND OTHER OFFICERS AND EMPLOYEES WHO ARE "DISQUALIFIED PERSONS" WITHIN THE MEANING OF SECTION 4958 OF THE IRC. THE POSITIONS, IN ADDITION TO THE PRESIDENT, FOR WHICH THE COMPENSATION COMMITTEE PROVIDES OVERSIGHT AND APPROVAL INCLUDE ALL SENIOR VICE PRESIDENTS. THE COMPENSATION COMMITTEE IS ATTENTIVE TO THE POLICIES RELATED TO THE COUNCIL'S COMPENSATION STRUCTURE FOR DISQUALIFIED PERSONS AND ENSURES THAT SUCH COMPENSATION IS REASONABLY INFORMED BY COMPENSATION OFFERED FOR SIMILAR SERVICES BY COMPARABLE ASSOCIATIONS OR ORGANIZATIONS, TAKING INTO ACCOUNT THEIR COMPARABLE CIRCUMSTANCES. REGARDING THE PRESIDENT POSITION SPECIFICALLY, THE COMPENSATION COMMITTEE HAS A PRACTICE OF RECEIVING COMPARABLE COMPENSATION DATA, INFORMED BY INDEPENDENT COMPENSATION CONSULTANTS, FOR A PEER GROUP OF ORGANIZATIONS WHICH INCLUDES THE PRIMARY RECRUITING SOURCES FOR THE ACE PRESIDENT POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT THE FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT ON THE PUBLICLY AVAILABLE ACE WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT-OF-INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 2,105,384. MANAGEMENT AND GENERAL EXPENSES 1,238,812. FUNDRAISING EXPENSES 28,058. TOTAL EXPENSES 3,372,254. SUB-AWARDS: PROGRAM SERVICE EXPENSES 2,314,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,314,582. CONTRACTED PERSONNEL: PROGRAM SERVICE EXPENSES 60,167. MANAGEMENT AND GENERAL EXPENSES 35,403. FUNDRAISING EXPENSES 802. TOTAL EXPENSES 96,372. RECRUITMENT: PROGRAM SERVICE EXPENSES 93,422. MANAGEMENT AND GENERAL EXPENSES 54,970. FUNDRAISING EXPENSES 1,245. TOTAL EXPENSES 149,637. HONORARIUM: PROGRAM SERVICE EXPENSES 162,095. MANAGEMENT AND GENERAL EXPENSES 95,377. FUNDRAISING EXPENSES 2,160. TOTAL EXPENSES 259,632. SPEAKER FEES: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. BUSINESS SERVICE FEES: PROGRAM SERVICE EXPENSES 25,260. MANAGEMENT AND GENERAL EXPENSES 14,863. FUNDRAISING EXPENSES 337. TOTAL EXPENSES 40,460. BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 108,075. MANAGEMENT AND GENERAL EXPENSES 63,592. FUNDRAISING EXPENSES 1,440. TOTAL EXPENSES 173,107. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 1,999. MANAGEMENT AND GENERAL EXPENSES 1,176. FUNDRAISING EXPENSES 27. TOTAL EXPENSES 3,202. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST 237,927. LOSS ON UNCOLLECTIBLE GRANTS -48,907. |
Schedule R IRS990ScheduleR
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GED TESTING SERVICE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 GREEN VAL DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275436001 | EIN |
| Primary Activities | TESTING PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Share Of Total Income | -$338,212 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,255,346 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.30000 | OwnershipPct |