2023-04-28T13:36:36-05:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 474374655 POSTSECONDARY NATIONAL POLICY INSTITUTE POST 2024073172 1828 L STREET NW 300-E WASHINGTON DC 20036 MARYELLEN MCGUIRE PRESIDENT 2024073172 2023-04-28 1 MARYELLEN MCGUIRE XXX-XX-XXXX 0 MICHAEL LUMSDEN P01262236 4159561500 2023-04-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PNPI MARYELLEN MCGUIRE 1828 L STREET NW 300-E WASHINGTON DC 20036 362877 0 X PNPI.ORG X 2015 DC THE POSTSECONDARY NATIONAL POLICY INSTITUTE (PNPI) PROVIDES CURRENT AND PROSPECTIVE POLICYMAKERS WITH A SUBSTANTIVE AND COLLEGIAL FOUNDATION ON WHICH TO BUILD FEDERAL HIGHER EDUCATION POLICIES THAT DRIVE POSITIVE OUTCOMES FOR STUDENTS AND THEIR FAMILIES. 5 5 10 6 0 0 1810164 306645 18816 56232 0 0 0 0 1828980 362877 0 0 0 0 788404 815012 0 0 46266 208428 274645 996832 1089657 832148 -726780 1804348 1130476 228099 281007 1576249 849469 X THE POSTSECONDARY NATIONAL POLICY INSTITUTE (PNPI) PROVIDES CURRENT AND PROSPECTIVE POLICYMAKERS WITH A SUBSTANTIVE AND COLLEGIAL FOUNDATION ON WHICH TO BUILD FEDERAL HIGHER EDUCATION POLICIES THAT DRIVE POSITIVE OUTCOMES FOR STUDENTS AND THEIR FAMILIES. 0 0 394601 0 0 PNPI HOSTED THREE ZOOM BRIEFINGS, AND THREE VIRTUAL TRAININGS. THE TRAININGS FOCUSED ON STUDENT LOAN SERVICING, THE FEDERAL BUDGET PROCESS, AND COLLEGE COST. THE ZOOM BRIEFINGS FOCUSED ON PROGRAM INTEGRITY AND PANDEMIC AID. 123069 0 18232 PNPI HOSTED THREE RESEARCHER SPOTLIGHTS, TWO VIRTUAL COURSES, AND ONE IN-PERSON COURSE FOR PROSPECTIVE POLICYMAKERS - INDIVIDUALS WHO ARE INTERESTED IN, OR JUST STARTING OUT IN, THE FEDERAL POSTSECONDARY POLICY FIELD.THE VIRTUAL COURSES FOCUSED ON POSTSECONDARY DATA AND FEDERAL STUDENT AID. THE IN-PERSON COURSE FOCUSED ON FEDERAL STUDENT AID. EACH COURSE PROVIDED PARTICIPANTS WITH AN OPPORTUNITY TO EXPAND THEIR CONTENT KNOWLEDGE WHILE NETWORKING WITH OTHERS. THE RESEARCHER SPOTLIGHTS INTRODUCED PARTICIPANTS TO UP-AND-COMING POSTSECONDARY RESEARCHERS.PNPI ALSO HOSTED THREE ALUMNI EVENTS AND AN ALUMNI COURSE; ALL WERE VIRTUAL. THE EVENTS FEATURED A LEGISLATIVE UPDATE BRIEFING AND TWO WORKSHOPS: ONE FOCUSED ON NETWORKING AND ONE ON CREATIVITY SKILLS. THE ALUMNI COURSE PROVIDED SKILLS PRACTICE IN FUNDRAISING. FINALLY, WE HOSTED A LUNCH AND SIX CHECK-IN ZOOMS THROUGHOUT THE YEAR FOR OUR LEADERSHIP COURSE ALUMNI. 75416 0 0 PNPI ALSO SPONSORED A SUMMER SCHOLARS INTERN PROGRAM FOR TWO POSTSECONDARY STUDENTS WITH DEMONSTRATED FINANCIAL NEED. SUMMER SCHOLARS WERE PAID FOR THEIR WORK. 138060 0 38000 SMALLER MEETINGS WERE HELD WITH HIGHER EDUCATION STAKEHOLDERS AS A MEANS TO EXTEND OUR REACH AND EXPERTISE. PNPI ALSO CREATES AND PUBLISHES SUMMARIES OF POSTSECONDARY RESEARCH, PRIMERS AND MEMOS ON POSTSECONDARY TOPICS, AND POSTSECONDARY FACT SHEETS. 138060 0 38000 731146 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X SHANNON SCOTT 2025951061 1828 L STREET NW SUITE 300-E WASHINGTON DC 20036 TERRELL HALASKA DUNN CHAIR OF THE BOARD 0.50 X X 0 0 0 ADRIAN HAUGABROOK VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 LAURA PERNA TREASURER OF THE BOARD 0.50 X X 0 0 0 DENISE FORTE SECRETARY OF THE BOARD 0.50 X X 0 0 0 GLEN CASEY MEMBER OF THE BOARD (THROUGH 4/2022) 0.50 X 0 0 0 CRYSTAL GREEN MEMBER OF THE BOARD (AS OF 5/2022) 0.50 X 0 0 0 MARYELLEN MCGUIRE PRESIDENT 40.00 X 269177 0 50967 ELIZABETH PRUETER CHIEF OF STAFF 40.00 X 158513 0 37754 427690 0 88721 2 0 1 0 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMINISTRATIVE / OPERATIONAL SERVICES 120750 1 306645 306645 CONFERENCES/EVENTS 900099 56232 18232 38000 56232 362877 18232 0 38000 526075 369502 125270 31303 206412 178969 20331 7112 7642 6382 985 275 30903 22587 6738 1578 43980 33621 8369 1990 120750 120750 3900 3900 6299 1840 2340 2119 6354 557 4967 830 11650 1572 10078 1631 1631 17924 16852 1072 98338 95279 2910 149 2556 2556 HONORARIA AND GIFTS 2000 2000 STAFF TRAINING 1855 1855 DUES AND SUBSCRIPTIONS 1388 130 348 910 1089657 731146 312245 46266 1370009 1050476 434110 75000 0 5000 229 0 1804348 1130476 228099 281007 228099 281007 X 1282267 826722 293982 22747 1576249 849469 1804348 1130476 -726780 0 X 0 1 X 1 0 X X X 1 NEW VENTURE FUND 205806345 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: PNPI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS RECOGNIZES PNPI AS A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3), AS PNPI IS CONTROLLED BY NVF. X 0 0 0 0 0 0 0 1 0 MARYELLEN MCGUIRE PRESIDENT 232488 0 36689 0 0 0 15521 0 35446 0 320144 0 0 0 ELIZABETH PRUETER CHIEF OF STAFF 135838 0 22675 0 0 0 9131 0 28623 0 196267 0 0 0 PART I, LINE 7 THE QUALIFICATION FOR AND THE AMOUNT OF THE PRESIDENT'S BONUS IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON EXPECTATIONS ESTABLISHED DURING THE PRIOR YEAR'S EVALUATION PROCESS; SOME OF THESE EVALUATIONS REQUIRE THE USE OF DISCRETION, AND WOULD BE CONSIDERED A "NON-FIXED PAYMENT". FORM 990, PART V, LINE 2A: DURING THE 2022 CALENDAR YEAR, PNPI HAD 10 EMPLOYEES; THESE EMPLOYEES' FORM W-2S WERE ISSUED BY NEW VENTURE FUND (EIN: 20-5806345), THE COMMON PAYMASTER FOR PNPI. FORM 990, PART VI, SECTION A, LINE 3 DURING THE 2022 TAX YEAR, THE ORGANIZATION CONTRACTED WITH ARABELLA ADVISORS TO PROVIDE ALL ADMINISTRATIVE ACTIVITIES; PAYMENTS TO ARABELLA ADVISORS IN EXCHANGE FOR THESE SERVICES TOTALED $120,750 DURING 2022. FORM 990, PART VI, SECTION A, LINE 6 PNPI DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, PNPI HAS ONE SOLE MEMBER: NEW VENTURE FUND, A NONPROFIT ORGANIZED UNDER THE LAWS OF THE DISTRICT OF COLUMBIA AND EXEMPT FROM FEDERAL INCOME TAXATION AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST A MAJORITY OF THE DIRECTORS ARE APPOINTED BY NEW VENTURE FUND. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE COMPLETED FORM 990 FROM PNPI'S INDEPENDENT TAX ACCOUNTANT, THE ORGANIZATION'S MANAGEMENT REVIEWS A DRAFT OF THE FORM; ADJUSTMENTS ARE MADE AS NECESSARY. PNPI THEN SENDS OUT THE FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR WRITTEN APPROVAL; QUESTIONS ABOUT THE FORM 990 ARE ANSWERED BY PNPI'S PRESIDENT AND/OR THE INDEPENDENT TAX ACCOUNTANT VIA E-MAIL OR TELEPHONE. IF REQUESTED BY A BOARD MEMBER, A MEETING OF THE BOARD OF DIRECTORS IS CALLED FOR FURTHER DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON OF THE ORGANIZATION (WHICH INCLUDES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES) ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; (III) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND (IV) HAS COMPLETED THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. SHOULD A CONFLICT OF INTEREST ARISE, COVERED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD, COMMITTEE, OR BOARD'S DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIP. DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS THEN INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION (IF APPROPRIATE), WHETHER PNPI COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS, OR WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. PROCEEDINGS ARE RECORDED IN THE BOARD OR COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CHIEF OF STAFF'S SALARIES ARE DETERMINED USING COMPENSATION COMPARISONS INCLUDING PAYSCALE, A PLATFORM USING DATA-INFORMED ALGORITHMS TO POWER COMPENSATION CALCULATIONS. THE CHIEF OF STAFF'S SALARY IS REVIEWED AND APPROVED BY THE PRESIDENT ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE CHIEF OF STAFF MEETING GOALS PREVIOUSLY ESTABLISHED DURING THE ORGANIZATION'S ANNUAL EVALUATIVE PROCESS. THE PRESIDENT'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE PRESIDENT HITTING PREVIOUSLY ESTABLISHED GOALS DURING THEIR ANNUAL EVALUATIVE PROCESS. THE PRESIDENT'S COMPENSATION IS ALSO DETERMINED BY MEMBERS OF THE BOARD OF DIRECTORS' EXPERIENCE WITH EXECUTIVE COMPENSATION AS MEMBERS OF OTHER BOARDS AND/OR AS SENIOR EXECUTIVES IN OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PNPI'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 205806345 TO SUPPORT INNOVATIVE AND EFFECTIVE PUBLIC INTEREST PROJECTS DC 501(C)(3) LINE 7 N/A 0 TELESCOPE FUND 1050 CONNECTICUT AVENUE NW SUITE 50 WASHINGTON DC 20036 862577635 ADMINISTRATION OF DONOR ADVISED FUNDS DC 501(C)(3) LINE 12A, I NEW VENTURE FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0