AMERICAN EDUCATIONAL RESEARCH ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (EIN 23-7003537)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349304377
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T14:53:03-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237003537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EDUCATIONAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2022383200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICE J LEVINE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022383200 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FELICE | PersonFirstNm |
| Person Last | LEVINE | 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 | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FELICE J LEVINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,375,969 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AERA.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,749,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,473,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,832,744 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,151,984 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,507,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,967,918 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,396,852 | PYOtherRevenueAmt |
| CY Other Revenue | $1,555,449 | CYOtherRevenueAmt |
| PY Total Revenue | $11,487,379 | PYTotalRevenueAmt |
| CY Total Revenue | $12,148,592 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,100,092 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,436,778 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,777,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,063,916 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,114,112 | PYOtherExpensesAmt |
| CY Other Expenses | $7,377,448 | CYOtherExpensesAmt |
| PY Total Expenses | $8,991,688 | PYTotalExpensesAmt |
| CY Total Expenses | $12,878,142 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,495,691 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$729,550 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,874,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,818,678 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,315,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,248,253 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,559,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,570,425 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (AERA), A NATIONAL RESEARCH SOCIETY, STRIVES TO ADVANCE KNOWLEDGE ABOUT EDUCATION, TO ENCOURAGE SCHOLARLY INQUIRY RELATED TO EDUCATION, AND TO PROMOTE THE USE OF RESEARCH TO IMPROVE EDUCATION AND SERVE THE PUBLIC GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,513,533 | ExpenseAmt |
| Revenue | $3,218,006 | RevenueAmt |
| Desc | MEETING SERVICES: THE ORGANIZATION HAS AN ANNUAL MEETING WHERE SCIENTISTS, SCHOLARS, RESEARCHERS, AND STUDENTS PRESENT AND DISCUSS RESEARCH. THE MEETING AIMS TO ADVANCE KNOWLEDGE ABOUT EDUCATION, AND PROVIDE OPPORTUNITIES FOR ATTENDEES TO PRESENT AND LEARN ABOUT THE LATEST RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,557,062 | ExpenseAmt |
| Grant | $1,094,501 | GrantAmt |
| Revenue | $77,133 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT: THE AERA PROFESSIONAL DEVELOPMENT PROGRAM BUILDS CAPACITY AND ENHANCES RESEARCH SKILLS AMONG GRADUATE STUDENTS, EARLY CAREER SCHOLARS, SENIOR SCHOLARS, AND OTHERS WHO PRODUCE AND USE EDUCATION RESEARCH. THIS PROGRAM INVOLVES PROFESSIONAL DEVELOPMENT COURSES, AND TRAINING INITIATIVES IN RESEARCH METHODS AND CONCEPTUAL AND ANALYTIC ISSUES RELATED TO RESEARCH EXCELLENCE IN THE FIELD. ADVANCES IN RESEARCH METHODS, STATISTICAL TECHNIQUES, TECHNOLOGY, AND GENERAL MODES AND METHODS OF RESEARCH MAKE PROFESSIONAL DEVELOPMENT WITHIN AERA A CONTINUING AND ONGOING PROCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,363,404 | ExpenseAmt |
| Grant | $149,510 | GrantAmt |
| Desc | GOVERNANCE AND DIVISIONS: THE ORGANIZATION'S GOVERNANCE STRUCTURE IS COMPRISED OF THE COUNCIL, EXECUTIVE BOARD, AND COMMITTEES. AD HOC COMMITTEES, TASK FORCES AND WORKING GROUPS MAY ALSO BE ESTABLISHED FOR SPECIFIC PURPOSES AND FOR LIMITED PERIODS. THERE ARE ALSO 12 DIVISIONS OF AERA WHICH ARE ORGANIZED TO REPRESENT MAJOR SCHOLARLY OR SCIENTIFIC AREAS WITHIN EDUCATION RESEARCH THAT ADD TO THE FIELD. EACH DIVISION IS RESPONSIBLE FOR PLANNING DIVISION-SPONSORED SESSIONS FOR THE ANNUAL MEETING AND FACILITATING ONGOING COMMUNICATIONS AMONG DIVISION MEMBERS THROUGH LISTSERV AND OTHER COMMUNICATIONS MECHANISMS THROUGHOUT THE YEAR. DIVISIONS ALSO OFFER OTHER PROGRAMMING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $856,151 | $3,542,456 | MEMBERSHIP AND SIGS | |
| $946,639 | EDUCATION RESEARCH AND RESEARCH ADVANCEMENT: AERA PURSUES PROJECTS, INITIATIVES, AND ACTIVITIES TO ADVANCE THE FIELD OF EDUCATION RESEARCH, PROMOTE CUTTING-EDGE LINES OF STUDY, AND DEEPEN KNOWLEDGE ABOUT EDUCATION RESEARCH AS A DISCIPLINE, PROFESSION, AND FIELD. KEY ACTIVITIES INCLUDE CENTENNIAL PROGRAMS, AERA'S RESEARCH CONFERENCES PROGRAM, WHICH AWARDS GRANTS FOR CONFERENCES INTENDED TO BREAK NEW GROUND IN SUBSTANTIVE AREAS OF INQUIRY, STIMULATE NEW LINES OF STUDY ON ISSUES THAT HAVE BEEN LARGELY UNEXPLORED, OR DEVELOP INNOVATIVE RESEARCH METHODS OR TECHNIQUES THAT CAN CONTRIBUTE TO EDUCATION RESEARCH, INTERNATIONAL ACTIVITIES, AND AERA'S EDUCATION RESEARCH SERVICE PROJECTS PROGRAM, WHICH IS DESIGNED TO ENCOURAGE EDUCATION RESEARCHERS TO OFFER THEIR PRO BONO EXPERTISE TO EDUCATIONAL ORGANIZATIONS, INSTITUTIONS, OR OTHER COMMUNITY GROUPS THAT HAVE IDENTIFIED AND EXPRESSED A NEED FOR SUCH ASSISTANCE. | $178,140 | |
| $703,565 | $1,483,481 | PUBLICATIONS: AERA OFFERS A COMPREHENSIVE PROGRAM OF SCHOLARLY PUBLICATIONS TO ADVANCE EDUCATION RESEARCH, TO DISSEMINATE KNOWLEDGE, AND TO IMPROVE THE CAPACITY OF THE PROFESSION TO SERVE THE PUBLIC GOOD. THE PURPOSES OF THE AERA PUBLICATIONS PROGRAM ARE TO FOSTER RESEARCH AND DISSEMINATE RESULTS TO MEMBERS, PROFESSIONALS IN RELATED DISCIPLINES, EDUCATORS, AND SOCIETY. AERA ALSO SERVES AS A PUBLISHER OF BOOKS OF EXCELLENCE AND IMPORTANCE TO THE EDUCATION RESEARCH COMMUNITY, AND TO PRACTITIONERS AND POLICY MAKERS INTERESTED IN EDUCATION RESEARCH. | |
| $894,947 | $111,154 | SUPPORTING PROGRAMS | $14,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,401,302 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $192,767 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,137,091 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,835,301 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELICE J LEVINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022383200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|
| NA'ILAH SUAD NASIR | |||||||
| PRES. THEN PAST PRES (TRANS 5/1/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICH MILNER | |||||||
| PRES. ELECT THEN PRES (TRANS 5/1/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TYRONE C HOWARD | |||||||
| PRES. ELECT (BEGAN 5/1/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHAUN R HARPER | |||||||
| PAST PRESIDENT (UNTIL 4/30/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SYLVIA HURTADO | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OKHEE LEE | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHEA M ANAGNOSTOPOULOS | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH M KIEFER | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANELLE T SCOTT | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VASTI TORRES | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAKALI BHATTACHARYA | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA ABEITA | |||||||
| DIRECTOR (UNTIL 4/30/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA E HESS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA L MCCARTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY J MCMILLEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME E MORRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ISABEL NUNEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATRINA M SANDERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA T SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE M EDMONDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY A LAWLESS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THANDEKA K CHAPMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PITONIAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIELA AIME RODRIGUEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA LAYTON | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERONICA E VALDEZ | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DE LA RUE | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHENEKA M WILLIAMS | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIANA SOUTO-MANNING | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY J LEE | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIENNE D DIXSON | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL G SOLORZANO | |||||||
| DIRECTOR (BEGAN 5/1/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICE J LEVINE | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $317,557 | $0 | $44,284 | ||
| NORMAN TENORIO | |||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 37.50 | Yes (X) | $146,713 | $0 | $29,764 | ||
| TONY PALS | |||||||
| DIRECTOR OF COMMUNICATIONS/OUTREACH | 37.50 | $172,471 | $0 | $30,367 | Yes (X) | ||
| GEORGE WIMBERLY | |||||||
| DIRECTOR OF PROFESSIONAL DEVELOPMENT | 37.50 | $170,078 | $0 | $29,762 | Yes (X) | ||
| LORI D HILL | |||||||
| ASSOC. EXEC. DIR. FOR PROG. & POLICY | 37.50 | $167,827 | $0 | $29,813 | Yes (X) | ||
| ROBERT SMITH | |||||||
| DIRECTOR OF MEETINGS | 37.50 | $161,938 | $0 | $28,735 | Yes (X) | ||
| JOHN NEIKIRK | |||||||
| DIRECTOR OF PUBLICATIONS | 37.50 | $137,280 | $0 | $26,248 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,273,864 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,973 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $978,537 | GovernmentGrantsAmt |
| All Other Contributions | $494,704 | AllOtherContributionsAmt |
| Total Contributions | $1,473,241 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $3,542,456 | $3,542,456 |
| ANNUAL MEETING | 900099 | $3,218,006 | $3,218,006 |
| PUBLICATIONS | 900099 | $203,235 | $203,235 |
| MANAGEMENT FEES | 900099 | $96,850 | $96,850 |
| REGISTRATION FEES | 900099 | $91,437 | $91,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,151,984 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $695,295 | TotalRevenueColumnAmt |
| Exclusion | $695,295 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,543,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,280,246 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $263,058 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,145 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,145 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,145 | TotalRevenueColumnAmt |
| Exclusion | $12,145 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,500,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,226,676 | SecuritiesAmt |
| Other | $701 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,273,324 | SecuritiesAmt |
| Other | -$701 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,272,623 | TotalRevenueColumnAmt |
| Exclusion | $1,272,623 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,148,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,432,230 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,243,121 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,031 | TotalAmt |
| Program Services | $1,231,031 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,032 | TotalAmt |
| Program Services | $188,032 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,715 | TotalAmt |
| Program Services | $17,715 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,319 | TotalAmt |
| Program Services | $180,921 | ProgramServicesAmt |
| Management And General | $357,398 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,917,402 | TotalAmt |
| Program Services | $2,353,557 | ProgramServicesAmt |
| Management And General | $563,845 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,683 | TotalAmt |
| Program Services | $158,845 | ProgramServicesAmt |
| Management And General | $27,838 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,195 | TotalAmt |
| Program Services | $185,221 | ProgramServicesAmt |
| Management And General | $46,974 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,317 | TotalAmt |
| Program Services | $140,649 | ProgramServicesAmt |
| Management And General | $48,668 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,299 | TotalAmt |
| Program Services | $10,430 | ProgramServicesAmt |
| Management And General | $13,869 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,700 | TotalAmt |
| Management And General | $48,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,907 | TotalAmt |
| Management And General | $116,907 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,476 | TotalAmt |
| Program Services | $955,018 | ProgramServicesAmt |
| Management And General | $112,458 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,921 | TotalAmt |
| Program Services | $15,921 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,670 | TotalAmt |
| Program Services | $474,599 | ProgramServicesAmt |
| Management And General | $76,071 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,303 | TotalAmt |
| Program Services | $437,081 | ProgramServicesAmt |
| Management And General | $219,222 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,549 | TotalAmt |
| Program Services | $563,169 | ProgramServicesAmt |
| Management And General | $11,380 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,420,639 | TotalAmt |
| Program Services | $2,390,005 | ProgramServicesAmt |
| Management And General | $30,634 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,323 | TotalAmt |
| Program Services | $365,095 | ProgramServicesAmt |
| Management And General | $129,228 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,622 | TotalAmt |
| Program Services | $19,559 | ProgramServicesAmt |
| Management And General | $65,063 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| C.C. PROCESSING FEES | $244,165 | $243,990 | $175 |
| PUBLICATIONS | $243,556 | $243,556 | |
| LICENSES AND FEES | $179,332 | $63,560 | $115,772 |
| MEMBERSHIP DUES | $118,618 | $116,785 | $1,833 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,368 | TotalAmt |
| Program Services | $480,562 | ProgramServicesAmt |
| Management And General | $56,806 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,878,142 | TotalAmt |
| Program Services | $10,835,301 | ProgramServicesAmt |
| Management And General | $2,042,841 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,382 | BOYAmt |
| EOY | $1,067,830 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,247,589 | BOYAmt |
| EOY | $720,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,736 | BOYAmt |
| EOY | $180,272 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,928 | BOYAmt |
| EOY | $342,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,788 | BOYAmt |
| EOY | $204,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,346,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,473,719 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,292,924 | BOYAmt |
| EOY | $10,873,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,771,362 | BOYAmt |
| EOY | $19,318,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,036 | BOYAmt |
| EOY | $110,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,874,745 | BOYAmt |
| EOY | $32,818,678 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,201 | BOYAmt |
| EOY | $600,486 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178,367 | BOYAmt |
| EOY | $2,069,792 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583,612 | BOYAmt |
| EOY | $3,577,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,315,180 | BOYAmt |
| EOY | $6,248,253 | 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 | $32,060,233 | BOYAmt |
| EOY | $25,241,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,332 | BOYAmt |
| EOY | $1,329,010 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,559,565 | BOYAmt |
| EOY | $26,570,425 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,874,745 | BOYAmt |
| EOY | $32,818,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$729,550 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,259,590 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $2,283,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,024,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,185,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,749,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473,241 | CurrentTaxYearAmt |
| Total | $7,716,879 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,963,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,450,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,953,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,004,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,432,230 | CurrentTaxYearAmt |
| Total | $39,804,656 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,246,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,475,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,139,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,754,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,905,471 | CurrentTaxYearAmt |
| Total | $47,521,535 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,836 | CurrentTaxYearAmt |
| Total | $104,663 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,451,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,316,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,202,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,501,352 | CurrentTaxYearAmt |
| Total | $7,303,760 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,854,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,476,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,332,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,222,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,522,188 | CurrentTaxYearAmt |
| Total | $7,408,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,113,112 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $754,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $970,498 | CurrentTaxYearAmt |
| Total | $4,371,438 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $917,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $754,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $970,498 | CurrentTaxYearAmt |
| Total | $4,371,438 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $410 | CurrentTaxYearMinus2YearsAmt |
| Total | $12,158 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,168,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,412,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,938,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,509,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,875,969 | CurrentTaxYearAmt |
| Total | $51,905,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76550 | PublicSupportPY509Pct |
| Investment Income CY | 0.08420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,697 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,697 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,731,538 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,761,235 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $788,062 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $197,016 | 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 | $675,425 | CurrentYearMinus3Amt |
| Current Year Minus2 | $556,256 | CurrentYearMinus2Amt |
| Current Year Minus1 | $599,584 | CurrentYearMinus1Amt |
| Current Year | $788,062 | CurrentYearAmt |
| Total | $2,619,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,928,991 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $38,416 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,752 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30,709 | CurrentYearMinus1Amt |
| Current Year | $29,697 | CurrentYearAmt |
| Total | $138,574 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $168,856 | CurrentYearMinus3Amt |
| Current Year Minus2 | $139,064 | CurrentYearMinus2Amt |
| Current Year Minus1 | $149,896 | CurrentYearMinus1Amt |
| Current Year | $197,016 | CurrentYearAmt |
| Total | $654,832 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $982,248 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,475,974 | OtherCostOrOtherBasisAmt |
| Book Value | $1,475,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,011,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,233,262 | DepreciationAmt |
| Book Value | $8,778,433 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $498,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $466,894 | DepreciationAmt |
| Book Value | $31,347 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,360,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $773,563 | DepreciationAmt |
| Book Value | $587,433 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,873,187 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,772,796 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,259,590 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $701 | OtherRevenueAmt |
| Revenue Not Reported | -$6,258,889 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,031,685 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,907 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $116,907 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,148,592 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,761,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $701 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $701 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,761,235 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,907 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $116,907 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,878,142 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FOR THE YEAR ENDED DECEMBER 31, 2022, AERA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS, AND REPORTED ON FORM 990, PART VIII, LINE 7C. 701. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS, AND REPORTED ON FORM 990, PART VIII, LINE 7C. 701. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,715 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,715 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,715 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | RESEARCH | $11,000 | WIRE | $0 |
| NORTH AMERICA | RESEARCH | $6,715 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF BOSTON COLLEGE | |||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | 042103545 | 501(C)(3) | $34,000 | $0 | RESEARCH | |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $6,000 | $0 | RESEARCH | |
| BROWN UNIVERSITY | |||||||||
| BOX 1997 69 BROWN ST 2ND FLOOR | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $29,000 | $0 | RESEARCH | |
| FLORIDA STATE UNIVERSITY | |||||||||
| 282 CAMPIONS WAY UCA2200 | TALLAHASSEE | FL | 32306 | 591961248 | 501(C)(3) | $28,000 | $0 | RESEARCH | |
| JOHNS HOPKINS | |||||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $15,000 | $0 | RESEARCH | |
| CLEVELAND STATE UNIVERSITY | |||||||||
| 2121 EUCLID AVE RM PH 217 | CLEVELAND | OH | 44115 | 340966056 | GOVERNMENT | $8,500 | $0 | RESEARCH | |
| CORNELL UNIVERSITY | |||||||||
| PO BOX 22 | ITHACA | NY | 14851 | 150532082 | 501(C)(3) | $15,000 | $0 | RESEARCH | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||
| 1033 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $21,100 | $0 | RESEARCH | |
| MICHIGAN STATE UNIVERSITY | |||||||||
| 426 AUDITORIUM ROAD ROOM 2 | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $48,534 | $0 | RESEARCH | |
| MONTCLAIR STATE UNIVERSITY | |||||||||
| 855 N VALLEY ROAD | CLIFTON | NJ | 07043 | 222912682 | 501(C)(3) | $12,000 | $0 | RESEARCH | |
| NORTH CAROLINA STATE UNIV | |||||||||
| CAMPUS BOX 7214 | RALEIGH | NC | 27695 | 566000756 | 501(C)(3) | $25,250 | $0 | RESEARCH | |
| NORTHERN ILLINOIS UNIVERSITY | |||||||||
| 203 LOWDEN HALL | DEKALB | IL | 60115 | 366008480 | GOVERNMENT | $23,000 | $0 | RESEARCH | |
| OHIO STATE UNIVERSITY | |||||||||
| 29 WEST WOODRUFF AVE | COLUMBUS | OH | 43210 | 311145986 | 501(C)(3) | $15,000 | $0 | RESEARCH | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 227 WEST BEAVER AVENUE SUITE 401 | STATE COLLEGE | PA | 16801 | 246000376 | GOVERNMENT | $19,500 | $0 | RESEARCH | |
| ROWAN UNIVERSITY | |||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | 222764819 | GOVERNMENT | $8,500 | $0 | RESEARCH | |
| SACRED HEART UNIVERSITY | |||||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | 060776644 | 501(C)(3) | $19,013 | $0 | RESEARCH | |
| STANFORD UNIVERSITY | |||||||||
| 3145 PORTER DR | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $46,211 | $0 | RESEARCH | |
| ST JOHN UNIVERSITY | |||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | 111630830 | 501(C)(3) | $5,483 | $0 | RESEARCH | |
| TEACHERS COLLEGE COLUMBIA UNIV | |||||||||
| 525 W 120TH ST MAILBOX 30 | NEW YORK | NY | 10027 | 131624202 | 501(C)(3) | $72,450 | $0 | RESEARCH | |
| TEMPLE UNIVERSITY | |||||||||
| 1852 N 10TH STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501(C)(3) | $19,581 | $0 | RESEARCH | |
| THOMAS JEFFERSON UNIVERSITY | |||||||||
| 125 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | 231352651 | 501(C)(3) | $11,000 | $0 | RESEARCH | |
| TEXAS A&M UNIV | |||||||||
| 501 INDUSTRIAL BLVD | BRYAN | TX | 77803 | 756001353 | GOVERNMENT | $46,290 | $0 | RESEARCH | |
| UNIVERSITY OF ALABAMA | |||||||||
| BOX 870136 | TUSCALOOSA | AL | 35487 | 636001138 | 501(C)(3) | $15,201 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||
| 2195 HEARST AVENUE ROOM 130 | BERKELEY | CA | 94720 | 946002123 | GOVERNMENT | $18,500 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA MERCED | |||||||||
| 5200 NORTH LAKE RD | MERCED | CA | 95343 | 270093858 | GOVERNMENT | $15,000 | $0 | RESEARCH | |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | |||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | 956006142 | 501(C)(3) | $38,000 | $0 | RESEARCH | |
| UNIVERSITY OF DELAWARE | |||||||||
| 30 LOVETT AVE 116 STUDENT SRVC BLDG | NEWARD | DE | 19716 | 516000297 | 501(C)(3) | $22,500 | $0 | RESEARCH | |
| REGENTS OF UNIV OF CALIFORNIA IRVINE | |||||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | 952226406 | 501(C)(3) | $32,000 | $0 | RESEARCH | |
| REGENTS OF UNIV OF CALIFORNIA DAVIS | |||||||||
| OFFICE OF RESEARCH 1850 RESEARCH | DAVIS | CA | 95618 | 946036494 | 501(C)(3) | $5,772 | $0 | RESEARCH | PARK DRIVE |
| REGENTS OF THE UNIVERSITY OF CA | |||||||||
| 10889 WILSHIRE BOULEVARD SUITE 700 | LOS ANGELES | CA | 90095 | 956006143 | GOVERNMENT | $9,650 | $0 | RESEARCH | BOX 951406 |
| THE REGENTS OF THE UNIVERSITY OF COLORADO | |||||||||
| 1800 GRANT STREET SUITE 600 | DENVER | CO | 80203 | 846000555 | GOVERNMENT | $20,000 | $0 | RESEARCH | |
| UNIVERSITY OF GEORGIA | |||||||||
| PO BOX 936498 | ATLANTA | GA | 31193 | 586001998 | 501(C)(3) | $10,000 | $0 | RESEARCH | |
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC | |||||||||
| 310 EAST CAMPUS RD TUCKER HALL | ATHENS | GA | 30602 | 581351349 | 501(C)(3) | $34,512 | $0 | RESEARCH | |
| UNIVERSITY OF FLORIDA | |||||||||
| SUITE 1250 EAST CAMPUS OFFICE | GAINESVILLE | FL | 326113201 | 596002052 | GOVERNMENT | $21,549 | $0 | RESEARCH | BUILDING |
| UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC | |||||||||
| 2385 IRVING HILL ROAD | LARENCE | KS | 60045 | 480680117 | 501(C)(3) | $10,000 | $0 | RESEARCH | |
| UNIVERSITY OF ILLINOIS | |||||||||
| 506 S WRIGHT ST | URBANA | IL | 61801 | 376006007 | 501(C)(3) | $21,363 | $0 | RESEARCH | |
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||||
| 220 N ARCH ST | BALTIMORE | MD | 21201 | 526002033 | GOVERNMENT | $12,000 | $0 | RESEARCH | |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | GOVERNMENT | $23,000 | $0 | RESEARCH | |
| UNIVERSITY OF MINNESOTA | |||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 501(C)(3) | $15,000 | $0 | RESEARCH | |
| UNIVERSITY OF MICHIGAN | |||||||||
| 610 E UNIVERSITY 217 SEB | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $15,000 | $0 | RESEARCH | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $12,000 | $0 | RESEARCH | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| WPH500 MAIL CODE 4035 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $49,750 | $0 | RESEARCH | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| POBOX 7159 | AUSTIN | TX | 78713 | 746000203 | 501(C)(3) | $45,967 | $0 | RESEARCH | |
| UNIVERSITY OF VIRGINIA | |||||||||
| 1001 N EMMET STREET | CHARLOTTESVILLE | VA | 22903 | 546001796 | GOVERNMENT | $30,084 | $0 | RESEARCH | |
| UNIVERSITY OF VERMONT | |||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | 030179440 | 501(C)(3) | $12,500 | $0 | RESEARCH | |
| UNIVERSITY OF WISCONSIN | |||||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | 396006492 | GOVERNMENT | $45,000 | $0 | RESEARCH | |
| UNIVERSITY OF WISCONSIN-WHITEWATER | |||||||||
| 800 W MAIN STREET 110 HYER HALL | WHITEWATER | WI | 53190 | 391805963 | GOVERNMENT | $6,250 | $0 | RESEARCH | |
| VANDERBILT UNIVERSITY | |||||||||
| PMB 401591 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $56,500 | $0 | RESEARCH | |
| WAYNE STATE UNIVERSITY | |||||||||
| 5425 GULLEN MALL | DETROIT | MI | 48202 | 386028429 | 501(C)(3) | $12,000 | $0 | RESEARCH | |
| WEST VIRGINIA UNIVERSITY | |||||||||
| ONE WATERFRONT PLACE PO BOX 6005 | MORGANTOWN | WV | 26506 | 556000842 | GOVERNMENT | $11,000 | $0 | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 50 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL ADVANCEMENT GRANTS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $188,032 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FELICE J LEVINE | ||||||||||||||
| EXECUTIVE DIRECTOR | $317,557 | $0 | $0 | $0 | $0 | $0 | $31,428 | $0 | $12,856 | $0 | $361,841 | $0 | $0 | $0 |
| TONY PALS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS/OUTREACH | $172,471 | $0 | $0 | $0 | $0 | $0 | $17,410 | $0 | $12,957 | $0 | $202,838 | $0 | $0 | $0 |
| GEORGE WIMBERLY | ||||||||||||||
| DIRECTOR OF PROFESSIONAL DEVELOPMENT | $170,078 | $0 | $0 | $0 | $0 | $0 | $16,850 | $0 | $12,912 | $0 | $199,840 | $0 | $0 | $0 |
| LORI D HILL | ||||||||||||||
| ASSOC. EXEC. DIR. FOR PROG. & POLICY | $167,827 | $0 | $0 | $0 | $0 | $0 | $16,900 | $0 | $12,913 | $0 | $197,640 | $0 | $0 | $0 |
| ROBERT SMITH | ||||||||||||||
| DIRECTOR OF MEETINGS | $161,938 | $0 | $0 | $0 | $0 | $0 | $15,850 | $0 | $12,885 | $0 | $190,673 | $0 | $0 | $0 |
| NORMAN TENORIO | ||||||||||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | $146,713 | $0 | $0 | $0 | $0 | $0 | $16,850 | $0 | $12,914 | $0 | $176,477 | $0 | $0 | $0 |
| JOHN NEIKIRK | ||||||||||||||
| DIRECTOR OF PUBLICATIONS | $137,280 | $0 | $0 | $0 | $0 | $0 | $13,600 | $0 | $12,648 | $0 | $163,528 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| Bond Issued | 2012-08-16 | BondIssuedDt |
| Issue Price | $6,900,000 | IssuePriceAmt |
| Purpose | REFUND OF 07/26/07 ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,322,025 | RetiredAmt |
| Total Proceeds | $6,900,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $49,306 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | NO REBATE COMPUTATION WAS MADE BECAUSE THERE WERE NO BOND PROCEEDS TO INVEST. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIB | RelationshipDescriptionTxt |
| Transaction | $1,280,246 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: SUBSTANTIAL CONTRIBUTOR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(D) DESCRIPTION OF TRANSACTION: AERA OUTSOURCES THE PUBLICATION OF ITS JOURNALS TO A SUBSTANTIAL CONTRIBUTOR. THIS ORGANIZATION COLLECTS FEES FROM THIRD PARTY USERS AND PASSES AMOUNTS THROUGH TO AERA AS PUBLICATION INCOME AND ROYALTIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, QUESTION 28C: | IN 2022, AERA HAD BUSINESS TRANSACTIONS WITH AN ENTITY THAT MEETS THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE FORM 990, SCHEDULE L, PART IV INSTRUCTIONS. ACCORDINGLY, IN ACCORDANCE WITH THE IRS INSTRUCTIONS, AERA IS FILING A SCHEDULE L TO REPORT A BUSINESS TRANSACTION WITH AN INTERESTED PARTY. AERA DID NOT HAVE A 2022 BUSINESS TRANSACTION WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER. |
| FORM 990, PART VI, SECTION A, LINE 6 | AERA HAS FIVE MEMBER CATEGORIES: REGULAR, EARLY CAREER, AFFILIATE, GRADUATE STUDENT, AND RETIRED. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY IS ELECTED THROUGH A GENERAL ELECTION PROCESS VOTED ON BY THE VOTING MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON RECEIVING THE DRAFT FORM 990 FROM ITS OUTSIDE ACCOUNTANTS, THE ASSOCIATION REVIEWS THE RETURN AND ANY QUESTIONS THAT ARISE DURING THE REVIEW PROCESS ARE DIRECTED BACK TO THE ACCOUNTING FIRM FOR CONFIRMATION OR FURTHER RESOLUTION. UPON SATISFACTION REGARDING THE COMPLETENESS AND ACCURACY OF THE RETURN, THE EXECUTIVE DIRECTOR THEN PROVIDES IT TO THE MEMBERS OF THE EXECUTIVE BOARD PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AERA'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO KEY EMPLOYEES AND DIRECTORS OF THE ASSOCIATION EACH YEAR. THESE OFFICERS ARE BRIEFED ON THE POLICY BY THE EXECUTIVE DIRECTOR AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THE POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES OF AERA ARE ALSO SUBJECT TO THIS POLICY AS OUTLINED IN AERA'S STAFF HANDBOOK, AND THEY SIGN AN EMPLOYEE ACKNOWLEDGEMENT FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THESE POLICIES UPON HIRE. ALL DELIBERATIVE BODIES ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND THOSE WITH CONFLICTS OR THE APPEARANCE OF CONFLICTS RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION MAKING. IN AREAS OF UNCERTAINTY, THE EXECUTIVE DIRECTOR PROVIDES ADVICE AND COUNSEL. THE EXECUTIVE DIRECTOR ALSO SERVES AS AERA'S ETHICS OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR OF AERA IS DIRECTLY ACCOUNTABLE TO THE ASSOCIATION'S GOVERNING BODY. PERFORMANCE REVIEWS FOR THIS INDIVIDUAL ARE PERFORMED BY A REVIEW COMMITTEE COMPRISED OF THE PAST PRESIDENT, THE PRESIDENT AND THE PRESIDENT-ELECT, WITH THE PAST PRESIDENT SERVING AS CHAIR. SALARY SURVEYS FROM THE GEOGRAPHICAL LOCATION AND OTHER CONTEMPORANEOUS INFORMATION ARE PROVIDED TO MEMBERS OF THE EXECUTIVE BOARD (EB) FOR THEIR REVIEW. THE EB DETERMINES THE EXECUTIVE DIRECTOR'S MERIT INCREASES AND SALARY LEVELS BASED ON THE INFORMATION AVAILABLE AND RECOMMENDATIONS FROM THE REVIEW COMMITTEE. THE REVIEW AND DECISION OF THE EB IS DOCUMENTED IN A COMMUNICATION PROVIDED TO THE EXECUTIVE DIRECTOR WITH A STATEMENT REGARDING ANY MERIT INCREASE. IN YEARS WHERE THERE IS A MERIT INCREASE, THIS STATEMENT IS FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. THE MOST RECENT SALARY REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JULY 2016. THE MOST RECENT SALARY REVIEW FOR THE DIRECTOR OF FINANCE AND ALL OTHER EMPLOYEES TOOK PLACE IN NOVEMBER 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |