2025-05-13T09:25:50-05:00 2024-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-10-01 530196573 AMERICAN COUNCIL ON EDUCATION AMER 2029399330 ONE DUPONT CIRCLE NW 800 WASHINGTON DC 200361193 JANICE LAMBERT CHIEF FINANCIAL OFFICER 2029399330 2025-05-12 1 0 AARON M FOX P01365820 2022274000 2025-05-12 2023 2025-03-06 01:10:19Z THEODORE R MITCHELL ONE DUPONT CIRCLE NW 800 WASHINGTON DC 200361193 50378245 0 X WWW.ACENET.EDU X 1931 DC CONSENSUS LEADER ON HIGHER EDUCATION ISSUES & COORDINATING BODY FOR UNITED STATES HIGHER ED. 35 35 164 40 26000 0 10422157 4510606 21263289 22765558 2521227 3100507 5524362 5885326 39731035 36261997 70409 22000 0 0 20821016 22083906 0 0 1094497 15047045 16674223 35938470 38780129 3792565 -2518132 88069812 94252664 19700378 18915361 68369434 75337303 X ACE IS A MEMBERSHIP ORGANIZATION THAT LEADS HIGHER EDUCATION WITH A UNITED VISION FOR THE FUTURE. WE GALVANIZE OUR MEMBERS TO MAKE CHANGE AND WE COLLABORATE ACROSS THE SECTOR TO DESIGN SOLUTIONS FOR TODAY'S CHALLENGES, SERVE THE NEEDS OF A DIVERSE STUDENT POPULATION, AND SHAPE EFFECTIVE PUBLIC POLICY. AS THE MAJOR COORDINATING BODY FOR THE NATION'S COLLEGES AND UNIVERSITIES, OUR STRENGTH LIES IN OUR DIVERSE MEMBERSHIP OF MORE THAN 1,600 COLLEGES AND UNIVERSITIES, RELATED ASSOCIATIONS, AND OTHER ORGANIZATIONS IN THE UNITED STATES AND ABROAD. ACE IS THE ONLY MAJOR HIGHER EDUCATION ASSOCIATION TO REPRESENT ALL TYPES OF U.S. ACCREDITED, DEGREE-GRANTING COLLEGES AND UNIVERSITIES. OUR MEMBERS EDUCATE TWO OUT OF EVERY THREE STUDENTS IN ALL ACCREDITED, DEGREE-GRANTING U.S. INSTITUTIONS. 0 0 8165447 7126349 ADULT LEARNING AND EDUCATIONAL CREDENTIALSACE EDUCATION FUTURES DRIVES TRANSFORMATIVE CHANGE IN POSTSECONDARY EDUCATION THROUGH A RANGE OF MEASURABLE AND IMPACTFUL ACTIVITIES. BY GENERATING RESEARCH AND EVIDENCE TO ADVANCE POSTSECONDARY TRANSFORMATION, DEVELOPING INNOVATIVE TECHNOLOGICAL SOLUTIONS THAT PROMOTE LEARNER SUCCESS, ENGAGING INSTITUTIONS, EMPLOYERS, AND PARTNERS TO ADOPT THESE SOLUTIONS, AND CREATING NEW APPROACHES TO HELP LEARNERS SUCCEED, EDUCATION FUTURES ADDRESSES THE EVOLVING NEEDS OF DIVERSE LEARNERS AND THE HIGHER EDUCATION ECOSYSTEM. AS PART OF EDUCATION FUTURES, ONE DUPONT VENTURES (ODV) LEARNING EVALUATIONS DEMONSTRATES ITS COMMITMENT TO IMPROVING POSTSECONDARY CREDENTIAL ATTAINMENT AND ECONOMIC MOBILITY FOR ADULT LEARNERS. ODV LEARNING EVALUATIONS SUPPORTS THOUSANDS OF STUDENTS BY ASSISTING COLLEGES AND UNIVERSITIES IN AWARDING ACADEMIC CREDIT FOR WORKPLACE LEARNING AND TRAINING. THESE EFFORTS SIGNIFICANTLY ENHANCE ACCESS TO AND SUCCESS IN POSTSECONDARY EDUCATION FOR UNDERSERVED STUDENT POPULATIONS, FOSTERING OPPORTUNITIES FOR LIFELONG LEARNING AND CAREER ADVANCEMENT.IN COLLABORATION WITH THE DEPARTMENT OF DEFENSE, ACE VALIDATES MILITARY TRAINING AND OCCUPATIONAL EXPERIENCES, BRIDGING THE GAP BETWEEN PROFESSIONAL MILITARY EDUCATION AND POSTSECONDARY EDUCATION. THIS VALIDATION PROCESS ENHANCES GOVERNMENT AND POSTSECONDARY DATA SYSTEMS WHILE INTEGRATING ADVANCED VIRTUAL TECHNOLOGIES TO STREAMLINE THESE CONNECTIONS. THROUGH THESE INITIATIVES, ACE PROVIDES CRITICAL SUPPORT TO SERVICE MEMBERS AND VETERANS, ENABLING THEM TO OBTAIN ACADEMIC CREDIT FOR THEIR MILITARY EDUCATION AND TRAINING, WHICH FACILITATES SMOOTHER TRANSITIONS TO COLLEGE AND WORKFORCE OPPORTUNITIES.ODV FURTHER DEMONSTRATES ITS COMMITMENT TO NON-TRADITIONAL LEARNERS BY VALIDATING A WIDE RANGE OF EDUCATION AND TRAINING PROGRAMS, INCLUDING COURSES, CERTIFICATIONS, AND APPRENTICESHIP PROGRAMS. THESE VALIDATIONS ENSURE THE CREDIBILITY OF LEARNING PATHWAYS OUTSIDE OF TRADITIONAL ACADEMIC SETTINGS, INCLUDING PROGRAMS IN CRITICAL FIELDS SUCH AS LANGUAGES AND TECHNICAL SKILLS, WHICH ARE VITAL FOR ACADEMIC AND PROFESSIONAL GROWTH.ADDITIONALLY, ACE ACTIVELY ENGAGES INSTITUTIONS OF HIGHER EDUCATION AND EMPLOYERS THROUGH VARIOUS EVENTS AND CONSULTATIONS. THESE EFFORTS ARE DESIGNED TO IMPROVE ECONOMIC MOBILITY FOR INDEPENDENT LEARNERS BY CONNECTING THEM WITH OPPORTUNITIES TO GAIN ACADEMIC CREDIT FOR FORMAL COURSES, TRAINING, AND EXPERIENCES COMPLETED OUTSIDE CONVENTIONAL COLLEGES AND UNIVERSITIES.THE OVERARCHING GOAL OF THESE INITIATIVES IS TO PROVIDE EQUITABLE ACCESS TO HIGH-QUALITY EDUCATION FOR DIVERSE LEARNERS WHILE FOSTERING INNOVATION AND VALIDATING ALTERNATIVE PATHWAYS TO SUCCESS. IN THE LONG TERM, THIS WORK SEEKS TO ADDRESS SYSTEMIC GAPS IN EDUCATION AND THE WORKFORCE, ENSURING THAT LEARNERS OF ALL BACKGROUNDS HAVE THE RESOURCES AND OPPORTUNITIES NEEDED TO ACHIEVE THEIR EDUCATIONAL AND PROFESSIONAL GOALS. 5036335 22000 798220 PROFESSIONAL DEVELOPMENT PROGRAMSTHE AMERICAN COUNCIL ON EDUCATION (ACE) HAS A LONG HISTORY OF PROVIDING LEARNING AND ENGAGEMENT OPPORTUNITIES FOR CAMPUS LEADERS, INCLUSIVE OF PROGRAMS, SERVICES, AND RESEARCH. ACE CONNECT IS THE BUSINESS UNIT DEDICATED TO COMMUNITY STRATEGY, ENGAGEMENT, AND CONVENINGS. ANNUALLY, IT LEADS THE PLANNING, EXECUTION, AND ASSESSMENT OF ACE'S SIGNATURE EVENTS, INCLUDING THE ACE ANNUAL MEETING AND THE PRESIDENTS AND CHANCELLORS SUMMIT. ADDITIONALLY, ACE CONNECT FOSTERS PARTNERSHIPS AND ENGAGEMENT WITH KEY STAKEHOLDER COMMUNITIES, SUCH AS THE ACE WOMEN'S NETWORK AND THE ACE COUNCIL OF FELLOWS.THE COUNCIL OF FELLOWS COORDINATES ACTIVITIES, EVENTS, AND FUNDRAISING EFFORTS FOR 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 PROVIDES ONGOING EXPERTISE AND SUPPORT, HELPING EACH OTHER NAVIGATE INSTITUTIONAL CHALLENGES AND ADVANCE HIGHER EDUCATION'S MISSION.THE ACE WOMEN'S NETWORK, ESTABLISHED IN 1977, IS A SYSTEM OF STATE-BASED NETWORKS AIMED AT SUPPORTING AND ADVANCING WOMEN LEADERS IN HIGHER EDUCATION. ANNUALLY, THESE NETWORKS REACH THOUSANDS OF WOMEN, CONTRIBUTING TO THE DIVERSIFICATION OF THE HIGHER EDUCATION LEADERSHIP PIPELINE. THROUGH VARIOUS PROGRAMS AND INITIATIVES, AND WITH THE SUPPORT OF ACE STAFF, THE STATE NETWORKS WORK TOGETHER TO IDENTIFY, DEVELOP, ENCOURAGE, ADVANCE, LEAD, AND SUPPORT WOMEN IN HIGHER EDUCATION CAREERS.IN ADDITION TO THESE LEGACY COMMUNITIES, ACE CONNECT DEVELOPS AND SUPPORTS OTHER COMMUNITIES, SUCH AS THE ACE COMMISSION ON FAITH-BASED COLLEGES AND UNIVERSITIES AND LEADERS OF DUAL-MISSION INSTITUTIONS. ACE CONNECT COLLABORATES CLOSELY WITH THESE COMMUNITIES TO INCREASE THEIR VISIBILITY, IDENTIFY SHARED ISSUES AND OPPORTUNITIES, AND FOSTER COLLABORATION WITHIN AND ACROSS THE BROADER POSTSECONDARY LANDSCAPE.ACE CONNECT AND EDUCATION FUTURES LAB, ALONG WITH OTHER ACE BUSINESS UNITS, UTILIZE ACE ENGAGE, ACE'S DIGITAL ENGAGEMENT TOOL, TO ENHANCE PRODUCT DISSEMINATION AND NETWORKING OPPORTUNITIES FOR HIGHER EDUCATION LEADERS. ACE ENGAGE SERVES AS A UNIFYING PLATFORM THAT FACILITATES VIRTUAL PEER-TO-PEER NETWORKING AND LEARNING, PROVIDING INDIVIDUAL LEADERS WITH ACCESS TO A VARIETY OF RESOURCES TO SUPPORT THEIR NEEDS. 4602023 5814 GOVERNMENT RELATIONS & PUBLIC AFFAIRSACE'S DIVISION OF GOVERNMENT RELATIONS AND NATIONAL ENGAGEMENT (GRNE) COORDINATES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS CONCERNS TO THE FEDERAL GOVERNMENT. STAFF MEMBERS , ENGAGE WITH FEDERAL POLICY MAKERS ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, PREPARE TESTIMONY FOR CONGRESSIONAL HEARINGS AND FILE AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION, AND CREATE SHARED ADVOCACY MATERIALS AMONG OTHER ACTIVITIES. FOR FEDERAL GOVERNMENT POLICY MAKERS, THE DIVISION ACTS AS THE CENTRAL SOURCE OF INFORMATION AND COUNSEL ON ISSUES IMPORTANT TO THE HIGHER EDUCATION COMMUNITY. DIVISION STAFF MEMBERS ALSO COMMUNICATE INFORMATION ON RELEVANT FEDERAL AND STATE 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. 4211383 67425 CARNEGIE CLASSIFICATIONFOR 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 THEY ARE USED BY RESEARCHERS AROUND THE WORLD TO STUDY THE HIGHER EDUCATION SECTOR IN AMERICA. ACE BEGAN A PARTNERSHIP WITH THE CARNEGIE FOUNDATION IN FEBRUARY 2022 TO REDESIGN THE CARNEGIE CLASSIFICATIONS SO THEY 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 FY24, ACE CONTINUED ENGAGEMENT WITH A LARGE, DIVERSE SET OF STAKEHOLDERS, ULTIMATELY REACHING MORE THAN 10,000 PEOPLE IN TOTAL SINCE THE PROJECT BEGAN, INCLUDING 550 UNIQUE INSTITUTIONS. ACE RELEASED NINE WHITE PAPERS FOCUSED ON DIFFERENT ASPECTS OF THE CARNEGIE CLASSIFICATIONS, SUPPORTED A VARIETY OF INTERNAL ANALYSES ON USE-CASES, AND IN MAY, THE ORGANIZATION LAUNCHED ITS FRAMEWORK FOR A NEW SOCIAL AND ECONOMIC MOBILITY CLASSIFICATION, WHICH OUTLINED A WAY THE CARNEGIE CLASSIFICATIONS COULD VISUALIZE AND MEASURE ACCESS AND OUTCOMES FOR STUDENTS. ACE CONTINUED MEETINGS WITH CORE ADVISORY GROUPS, MEETING WITH THE TECHNICAL REVIEW PANEL FOR A TOTAL OF 15 TIMES AND THE INSTITUTIONAL ROUNDTABLE FOR A TOTAL OF SEVEN TIMES BY THE END OF FY24, AND MOVED FORWARD WITH SIGNIFICANT PLANNING AND FINALIZATION EFFORTS TO LAUNCH THE 2025 CARNEGIE CLASSIFICATIONS IN FY25. ADDITIONALLY, ACE FURTHERED WORK ON THE ELECTIVE CLASSIFICATIONS, INCLUDING ANNOUNCING 40 COLLEGES AND UNIVERSITIES RECEIVED THE 2024 ELECTIVE CLASSIFICATION FOR COMMUNITY ENGAGEMENT AND 25 COLLEGES AND UNIVERSITIES RECEIVED THE 2024 ELECTIVE CLASSIFICATION FOR LEADERSHIP IN PUBLIC PURPOSE. THE ELECTIVE CLASSIFICATIONS ALSO MOVED FORWARD WITH ESTABLISHING COMMUNITY ENGAGEMENT CLASSIFICATIONS FOR AUSTRALIA AND CANADA AND DEVELOPING AN ELECTIVE CLASSIFICATION FOR SUSTAINABILITY, WHICH WILL LAUNCH IN FY25. 2449563 94528 POLICY ANALYSIS AND RESEARCHEDUCATION FUTURES LAB IS THE UNIT THAT CONDUCTS RESEARCH AND ANALYSIS THAT ADVANCE THE COUNCIL'S THOUGHT LEADERSHIP AREAS, AS WELL AS DELIVERS 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. BROADLY, THE UNIT FOCUSES ON THE THEMATIC AREAS INCLUDING BUT NOT LIMITED TO: (1) POSTSECONDARY LEADERSHIP, (2) POSTSECONDARY LEARNER SUCCESS, AND (3) SYSTEMS DYNAMICS IN POSTSECONDARY EDUCATION. 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. THE UNIT ALSO FACILITATES WORKSHOPS THAT CONVENE STAKEHOLDERS AND SUBJECT MATTER EXPERTS AROUND QUESTIONS/CHALLENGES OF PRACTICE/POLICY AND CO-DESIGN SOLUTIONS FOR THE FIELD. IN ADDITION, THE UNIT OFFERS LEADERSHIP AND CAPACITY BUILDING SERVICES FOR INDIVIDUAL LEADERS, INSTITUTIONS, AND POSTSECONDARY SYSTEMS BY LEVERAGING A SUITE OF BLENDED SOLUTIONS THAT PROVIDES TRAINING AND TECHNICAL ASSISTANCE SUPPORT, INCLUDING BUT NOT LIMITED TO ACE'S TRANSFORMATION LABS AND ACE FELLOWS. 1947208 14653907 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. 8608154 14815860 26411959 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 360 0 1 164 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 35 35 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NY X JANICE LAMBERT 2029399330 ONE DUPONT CIRCLE NW 800 WASHINGTON DC 200361193 LINDA A LIVINGSTONE CHAIR 1.00 X X 0 0 0 FELIX V MATOS RODRIGUEZ VICE CHAIR/CHAIR ELECT 1.00 X X 0 0 0 MICHAEL RAO IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROSLYN CLARK ARTIS DIRECTOR 1.00 X 0 0 0 NEELI BENDAPUDI DIRECTOR 1.00 X 0 0 0 L JOY GATES BLACK DIRECTOR 1.00 X 0 0 0 ANDY BRANTLEY DIRECTOR 1.00 X 0 0 0 SYLVIA M BURWELL DIRECTOR 1.00 X 0 0 0 WALTER TED CARTER JR DIRECTOR 1.00 X 0 0 0 ANA MARI CAUCE DIRECTOR 1.00 X 0 0 0 JAMES P CLEMENTS DIRECTOR 1.00 X 0 0 0 ISIAAH CRAWFORD DIRECTOR 1.00 X 0 0 0 FRANK J DOOLEY DIRECTOR 1.00 X 0 0 0 HARRY J ELAM JR DIRECTOR 1.00 X 0 0 0 JOAN TA GABEL DIRECTOR 1.00 X 0 0 0 JORGE G GONZALEZ DIRECTOR 1.00 X 0 0 0 CARRIE BESNETTE HAUSER DIRECTOR 1.00 X 0 0 0 DENNIS H HOLTSCHNEIDER DIRECTOR 1.00 X 0 0 0 ANNE M KRESS DIRECTOR 1.00 X 0 0 0 PAUL J LEBLANC DIRECTOR 1.00 X 0 0 0 GARY S MAY DIRECTOR 1.00 X 0 0 0 JAMES B MILLIKEN DIRECTOR 1.00 X 0 0 0 JUAN SANCHEZ MUNOZ DIRECTOR 1.00 X 0 0 0 SANTA J ONO DIRECTOR 1.00 X 0 0 0 BILL PINK DIRECTOR 1.00 X 0 0 0 SCOTT PULSIPHER DIRECTOR 1.00 X 0 0 0 MADELINE PUMARIEGA DIRECTOR 1.00 X 0 0 0 MARK C REED DIRECTOR 1.00 X 0 0 0 VALERIE SMITH DIRECTOR 1.00 X 0 0 0 TOM STRITIKUS DIRECTOR 1.00 X 0 0 0 REYNOLD VERRET DIRECTOR 1.00 X 0 0 0 KAREN SCHUSTER WEBB DIRECTOR 1.00 X 0 0 0 MELVA K WILLIAMS DIRECTOR 1.00 X 0 0 0 LEOCADIA I ZAK DIRECTOR 1.00 X 0 0 0 HEIDI M ANDERSON DIRECTOR 1.00 X 0 0 0 CARRIE BILLY DIRECTOR - UNTIL 3/2024 1.00 X 0 0 0 CHRISTINA H PAXSON DIRECTOR - UNTIL 3/2024 1.00 X 0 0 0 CYNTHIA TENIENTE-MATSON DIRECTOR - UNTIL 3/2024 1.00 X 0 0 0 THEODORE MITCHELL PRESIDENT, EX OFFICIO 35.00 X 1157437 0 137714 DERRICK ANDERSON SVP, EDUCATION FUTURES 35.00 X 335035 0 39869 JON FANSMITH SVP, GOVERNMENT RELATIONS 35.00 X 310951 0 21432 MUSHTAQ GUNJA EX. 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OBLIGATION 2064123 OTHER LIABILITIES 2762216 4826339 X 45734521 9533107 -29344 9503763 36230758 82829 -51590 31239 36261997 38766652 69352 69352 38697300 82829 82829 38780129 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, 2024 AND 2023, THERE WERE NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE GRANTS & CONTRIBUTIONS -29,344. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -51,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 51,590. POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST 17,762. 1 FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD CONTROLLERS OFFICES BLDG 10 BOCA RATON FL 33431 650385507 115/GOVT 10000 0 AWARD FOR INSTITUTIONAL TRANSFORMATION REGENTS OF UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE ROAD MERCED CA 95343 270093858 115/GOVT 10000 0 AWARD FOR INSTITUTIONAL TRANSFORMATION 2 0 PART I, LINE 2: 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 ENTITIES ARE SIMILARLY MONITORED THROUGH THE USE OF SUBAWARD AGREEMENTS OR CONTRACTS & PERIODIC REPORTING PROVIDED BY GRANTEES TO ACE. 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DIR., CCS AND SVP 302167 0 0 0 177 0 21791 0 19207 0 343342 0 0 0 JON FANSMITH SVP, GOVERNMENT RELATIONS 310894 0 0 0 57 0 19582 0 1850 0 332383 0 0 0 JESSIE BROWN SVP, CHIEF OF STAFF 275705 0 0 0 508 0 20559 0 20390 0 317162 0 0 0 TERRY HARTLE FORMER SVP, DGPA - UNTIL 02/2023 95740 0 0 0 217146 0 2655 0 483 0 316024 0 217146 0 ZENITTA ANDERSON SVP, CAO 263676 0 0 0 33 0 19089 0 19374 0 302172 0 0 0 MOSES YOMI AVP, FINANCE & BUDGET 221067 0 0 0 48376 0 15686 0 15479 0 300608 0 0 0 MARLON SUKAL CHIEF PEOPLE AND CULTURE O 267905 0 0 0 28 0 18703 0 1317 0 287953 0 0 0 JONATHAN RISKIND VP, PUBLIC AFFAIRS 229822 0 0 0 293 0 16396 0 18476 0 264987 0 0 0 KARA FREEMAN FORMER SVP, COO - UNTIL 05/2023 195948 0 0 0 33 0 9761 0 7437 0 213179 0 0 0 KENNETH TROSHINSKY FORMER VP AND CFO - UNTIL 05/2023 107413 0 0 0 23029 0 6625 0 3738 0 140805 0 0 0 PART I, LINE 1A THEODORE MITCHELL'S W-2 COMPENSATION INCLUDES IMPUTED OCCUPANCY INCOME FOR RESIDENCE FOR PERSONAL USE IN THE AMOUNT OF $161,140. 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, LINES 4A-B THEODORE MITCHELL, 457(F) PLAN: $296,524 DISTRIBUTION AND $100,000 CONTRIBUTION TERRY HARTLE, 457(F) PLAN: $217,146 DISTRIBUTION KENNETH TROSHINSKY, SEVERANCE: $22,998 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 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. -INDIVIDUAL MEMBERS, SUCH AS INDIVIDUALS CONCERNED WITH HIGHER EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF THE BOARD OF DIRECTORS ARE 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 IN A POSTION TO EXERT SUBSTANTIAL INFLUENCE OVER ACE'S AFFAIRS AND THUS LIKELY TO BE CONSIDERED "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 AND ACE'S CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE IS ATTENTIVE TO THE POLICIES RELATED TO THE COUNCIL'S COMPENSATION STRUCTURE FOR THESE POSITIONS 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 AN ANNUAL REPORT, IF PUBLISHED, 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 2,678,184. MANAGEMENT AND GENERAL EXPENSES 1,664,621. FUNDRAISING EXPENSES 94,159. TOTAL EXPENSES 4,436,964. CONTRACTED PERSONNEL: PROGRAM SERVICE EXPENSES 87,121. MANAGEMENT AND GENERAL EXPENSES 54,150. FUNDRAISING EXPENSES 3,063. TOTAL EXPENSES 144,334. HONORARIUM: PROGRAM SERVICE EXPENSES 109,639. MANAGEMENT AND GENERAL EXPENSES 68,146. FUNDRAISING EXPENSES 3,855. TOTAL EXPENSES 181,640. RECRUITMENT: PROGRAM SERVICE EXPENSES 59,656. MANAGEMENT AND GENERAL EXPENSES 37,079. FUNDRAISING EXPENSES 2,097. TOTAL EXPENSES 98,832. SPEAKER FEES: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. SUB-AWARDS: PROGRAM SERVICE EXPENSES 3,599,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,599,783. FORM 990, PART XI, LINE 9: POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST -17,762. LOSS ON UNCOLLECTIBLE GRANTS & CONTRIBUTIONS -29,344.