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COMMON APPLICATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COMMON APPLICATION INC (EIN 91-2170737)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-20
IRS object ID
202343549349300204
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-20T07:21:38-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16116 EXECUTIVE BLVD STE 600AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912170737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMON APPLICATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7032362700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 WASHINGTON BLVD SUITE 1000AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY KINGPersonNm
Person TitleVP OF FINANCEPersonTitleTxt
Phone7032362700PhoneNum
Signature2023-12-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHYPersonFirstNm
Person LastKINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAULA WENDLINGPreparerPersonNm
PTINP00536805PTIN
Phone3015899000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER RICKARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 WASHINGTON BLVD SUITE 1000AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$57,007,933GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COMMONAPP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE COMMON APPLICATION PROMOTES ACCESS, EQUITY, AND INTEGRITY IN THE COLLEGE ADMISSION PROCESS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee161TotalEmployeeCnt
Total Volunteers48TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,006,745PYContributionsGrantsAmt
CY Contributions Grants$3,069CYContributionsGrantsAmt
PY Program Service Revenue$47,952,535PYProgramServiceRevenueAmt
CY Program Service Revenue$53,252,147CYProgramServiceRevenueAmt
PY Investment Income$330,705PYInvestmentIncomeAmt
CY Investment Income$762,279CYInvestmentIncomeAmt
PY Other Revenue$26,515PYOtherRevenueAmt
CY Other Revenue$41,680CYOtherRevenueAmt
PY Total Revenue$52,316,500PYTotalRevenueAmt
CY Total Revenue$54,059,175CYTotalRevenueAmt
PY Grants And Similar Paid$99,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$94,286CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$17,793,482PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,245,364CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$258,341CYTotalFundraisingExpenseAmt
PY Other Expenses$20,199,171PYOtherExpensesAmt
CY Other Expenses$19,657,555CYOtherExpensesAmt
PY Total Expenses$38,091,653PYTotalExpensesAmt
CY Total Expenses$42,997,205CYTotalExpensesAmt
PY Revenues Less Expenses$14,224,847PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,061,970CYRevenuesLessExpensesAmt
Total Assets BOY$52,971,416TotalAssetsBOYAmt
Total Assets EOY$65,791,208TotalAssetsEOYAmt
Total Liabilities BOY$7,928,150TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,259,995TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,043,266NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,531,213NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE COMMON APPLICATION IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION OF MORE THAN 1,000 COLLEGES AND UNIVERSITIES ACROSS THE GLOBE COMMITTED TO ACCESS, EQUITY, AND INTEGRITY IN THE COLLEGE ADMISSION PROCESS. EACH YEAR, MORE THAN ONE MILLION INDIVIDUAL STUDENTS FROM MORE THAN 20 COUNTRIES AND TERRITORIES, ONE-THIRD OF WHOM WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, USE ITS ONLINE PLATFORM TO SUBMIT MORE THAN 8.5 MILLION APPLICATIONS FOR UNDERGRADUATE ADMISSION TO ITS MEMBER INSTITUTIONS. BUILDING ON ITS FORTY-YEAR HISTORY OF REDUCING FRICTION IN THE COLLEGE PROCESS, THE COMMON APP WORKS TO CLOSE THE EQUITY GAP BY EDUCATING ALL STUDENTS, REGARDLESS OF CIRCUMSTANCE, ABOUT THE VALUE, ATTAINABILITY, AND AFFORDABILITY OF A COLLEGE DEGREE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$37,599,904ExpenseAmt
Grant$94,286GrantAmt
Revenue$53,288,147RevenueAmt
DescSEE SCHEDULE OCOMMON APP'S MISSION TO ADVANCE ACCESS, EQUITY, AND INTEGRITY IN THE COLLEGE ADMISSIONS PROCESS HAS NEVER BEEN MORE IMPORTANT. WE HAVE SEVERAL INITIATIVES UNDERWAY THAT ARE MEANT TO HELP MORE STUDENTS ACCESS, AFFORD, AND ATTAIN POSTSECONDARY OPPORTUNITIES.WHILE OVER ONE MILLION STUDENTS USE COMMON APP EACH YEAR TO APPLY FOR POSTSECONDARY OPPORTUNITIES, THE PATH TO HIGHER EDUCATION HAS CHANGED. THERE IS STILL MAJOR INEQUITY IN THE COLLEGE ADMISSIONS PROCESS, AND THE PUBLIC'S CONFIDENCE IN HIGHER EDUCATION CONTINUES TO DECREASE. OUR DATA SHOWS THAT LOW-INCOME APPLICANTS ARE STILL SIGNIFICANTLY UNDERREPRESENTED IN COMMON APP'S APPLICANT POOL. WE ARE COMMITTED TO HELPING MORE STUDENTS FROM LOW-INCOME COMMUNITIES ACCESS OPPORTUNITIES.ACCESSING OPPORTUNITIES: CONTINUING TO GROW AND SERVE OUR MEMBERSHIPSINCE THE GRASSROOTS EFFORT TO SIMPLIFY THE COLLEGE ADMISSIONS PROCESS IN 1975, COMMON APP HAS GONE BEYOND THE APPLICATION TO EMPOWER MORE STUDENTS TO ACCESS, AFFORD, AND ATTAIN POSTSECONDARY OPPORTUNITIES. THE ORGANIZATION HAS EXPANDED ITS MEMBERSHIP TO OVER 1,000 DIVERSE COLLEGES AND UNIVERSITIES. THIS DIVERSITY IN COLLEGES AND UNIVERSITIES MEANS THAT STUDENTS, ESPECIALLY THOSE HISTORICALLY UNDERREPRESENTED FROM LOW-AND MIDDLE-INCOME COMMUNITIES, HAVE EVEN MORE OPPORTUNITIES TO PURSUE THEIR POSTSECONDARY GOALS.IN FY23, A QUARTER OF OUR MEMBERSHIP CONSISTED OF PUBLIC INSTITUTIONS, AND OVER 79% OF OUR MEMBER INSTITUTIONS HAD AN ADMISSIONS RATE OF MORE THAN 50%.IN 2019, WE RECOGNIZED THAT WE ONLY HAD A SMALL PERCENTAGE OF ALL MINORITY-SERVING INSTITUTIONS (MSIS) COMPARED TO OVERALL INSTITUTIONS IN OUR MEMBERSHIP. SINCE THEN, WE'VE TAKEN STEPS TOWARD INCREASING EQUITY BY CONNECTING HISTORICALLY DISADVANTAGED STUDENTS WITH A WIDER ARRAY OF DIVERSE INSTITUTIONS, SPECIFICALLY MSIS. THE OVERARCHING GOAL OF THE MSI EFFORT IS FOR BOTH STUDENTS AND MSIS TO BENEFIT FROM A MORE DIVERSE MEMBERSHIP AND LARGER APPLICANT POOL. COMMON APP MSI MEMBERS HAVE SEEN A NEARLY 7% INCREASE IN APPLICATIONS FROM UNDERREPRESENTED MINORITY GROUPS IN THE LAST EIGHT YEARS. SINCE THE START OF THIS EFFORT, COMMON APP HAS WELCOMED MORE THAN 50 MSIS TO OUR MEMBERSHIP, WITH 20 MSIS JOINING COMMON APP IN FY23.ATTAINING OPPORTUNITIES: CREATING A COLLEGE-GOING CULTUREWE KNOW THAT ONE OF THE BARRIERS FOR STUDENTS COMPLETING AND SUBMITTING APPLICATIONS IS FEAR OF REJECTION. OUR DIRECT ADMISSIONS PROGRAM AIMS TO FLIP THE SCRIPT ON COLLEGE ADMISSIONS AND OFFER PROACTIVE ADMISSION TO STUDENTS.THANKS TO GRANT FUNDING, IN FY22, WE LAUNCHED THE SECOND YEAR OF OUR MULTI-ROUND DIRECT ADMISSION PILOT PROGRAM THAT OFFERED ADMISSION TO STUDENTS IN 4 STATES. APPROXIMATELY 18,000 STUDENTS ACROSS THESE FOUR STATES CREATED A COMMON APP ACCOUNT, MET THE REQUIREMENTS OF A PARTICIPATING INSTITUTION, AND WERE OFFERED DIRECT ADMISSION. MORE THAN 800 OF THOSE STUDENTS SUBMITTED AN APPLICATION TO ONE OF THE SIX DIRECT ADMISSION PARTNER INSTITUTIONS. OUR TEAM ALSO FOUND STRONG EVIDENCE THAT OUR DIRECT ADMISSION PROGRAM HAD THE STRONGEST IMPACTS ON BLACK OR AFRICAN AMERICAN, LATINX, AND FIRST-GENERATION STUDENTS. IN INTERVIEWS AFTER OUR SECOND ROUND OF THE PILOT, STUDENTS EXPRESSED THAT THEY FELT RELIEF AND PRIDEAND IT SHOWED THEM THAT THEY BELONGED IN COLLEGE. WE'VE CONTINUED TO SCALE AND PILOT THE INITIATIVE IN FY23. WE'VE DIRECTLY ADMITTED 30,000 APPLICANTS, AND 14 COMMON APP MEMBERS PARTICIPATED THIS YEAR. OVERALL, DIRECT ADMIT STUDENTS WERE ~2.3X AS LIKELY TO APPLY TO THE TARGET INSTITUTION THAN STUDENTS WHO DID NOT RECEIVE THE EMAIL. SPECIFICALLY, IMPACTS WERE LARGEST FOR UNDERREPRESENTED MINORITIES (URM, 4.26PP INCREASE) AND STUDENTS RESIDING IN LOW-INCOME NEIGHBORHOODS (3.38PP). IMPACTS WERE ALSO LARGER FOR STUDENTS WHO HAD ALREADY SUBMITTED AT LEAST ONE APPLICATION AT THE TIME OF THE INTERVENTION (3.6PP) THAN FOR STUDENTS WHO HAD NOT (2.78PP).THROUGH OUR REACH HIGHER INITIATIVE, WHICH INSPIRES A COLLEGE-GOING CULTURE, WE CONTINUE TO SEE THE EXCITEMENT AND INTEREST IN ATTENDING COLLEGE. THROUGHOUT FY23, REACH HIGHER HAD OVER ONE MILLION IMPRESSIONS ON SOCIAL MEDIA, AND NEARLY 270,000 FOLLOWERS ACROSS ITS SOCIAL MEDIA PLATFORMS.AFFORDING OPPORTUNITIES: BOOSTING COLLEGE AFFORDABILITYAFFORDABILITY CONTINUES TO BE ONE OF THE BIGGEST BARRIERS TO A COLLEGE EDUCATION. WE PARTNERED WITH AN AGGREGATOR OF PRIVATE SCHOLARSHIPS TO DEVELOP A PILOT PROGRAM TO HELP STUDENTS SEAMLESSLY APPLY FOR SCHOLARSHIPS DIRECTLY THROUGH COMMON APP. IN THE 2021-2022 ITERATION OF OUR PILOT, APPLICANTS WHO APPLIED FOR SCHOLARSHIPS AFTER COMMON APP PROMPTED THEM WERE 16% MORE LIKELY TO BE FIRST-GENERATION STUDENTS AND 28% MORE LIKELY TO BE FROM AN UNDER-REPRESENTED RACIAL GROUP. WE EXPECT THE 2022-2023 ITERATION OF THE PILOT TO YIELD SIMILAR, POSITIVE RESULTS. EACH YEAR, COMMON APP MEMBER INSTITUTIONS AGREE TO WAIVE THEIR APPLICATION FEES FOR STUDENTS WHO MEET OUR ELIGIBILITY REQUIREMENTS, SUCH AS RECEIVING FREE AND REDUCED LUNCH, OR IF THE STUDENT LIVES IN SUBSIDIZED HOUSING. IN FY23, THE 2022-2023 ADMISSION CYCLE, THE TOTAL FEES FIRST-YEAR APPLICANTS DID NOT HAVE TO PAY WAS OVER $133 MILLION.DOING MORE WITH DATAIN FY23, COMMON APP'S DATA ANALYTICS AND RESEARCH TEAM PUBLISHED SEVEN RESEARCH REPORTS THAT HAVE HELPED GUIDE OUR EQUITY WORK AND IDENTIFY POTENTIAL BARRIERS AND OPPORTUNITIES TO IMPROVE COLLEGE ACCESS. THESE REPORTS HAVE RANGED FROM UNPACKING APPLICANT RACE AND ETHNICITY, LONG-TERM TRENDS IN DIVERSIFYING OUR APPLICANT POOL, AND A DEEP DIVE INTO THE PATTERNS OF HIGH-VOLUME ACTIVITY AMONG COMMON APP APPLICANTS. ACHIEVING MEANINGFUL IMPACTIN FY23, OUR DATA SHOW THAT FIRST-YEAR UNDERREPRESENTED MINORITY APPLICANTS INCREASED BY 14% SINCE FY22, WHILE APPLICANTS FROM ZIP CODES THAT ARE BELOW THE MEDIAN INCOME HAVE INCREASED BY 10% SINCE FY22.Desc
Total Program Service Expenses$37,599,904TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee161EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMON APPLICATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7032362700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13003 WASHINGTON BLVD SUITE 1000AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CYNTHIA ARCHER
DIRECTOR2.000.00Yes (X)$0$0$0
SHAWN ABBOTT
DIRECTOR2.000.00Yes (X)$0$0$0
VINCENA ALLEN
DIRECTOR2.000.00Yes (X)$0$0$0
YVONNE BERUMEN
DIRECTOR2.000.00Yes (X)$0$0$0
DALE BITTINGER
CHAIR3.000.00Yes (X)$0$0$0Yes (X)
CLARK BRIGGER
DIRECTOR2.000.00Yes (X)$0$0$0
ALIZA GILBERT
DIRECTOR2.000.00Yes (X)$0$0$0
LORI GREENE
DIRECTOR2.000.00Yes (X)$0$0$0
STEVE HAHN
DIRECTOR2.000.00Yes (X)$0$0$0
KAREN RICHARDSON
DIRECTOR2.000.00Yes (X)$0$0$0
ART RODRIGUEZ
DIRECTOR2.000.00Yes (X)$0$0$0
TEVERA STITH
DIRECTOR2.000.00Yes (X)$0$0$0
KAREN STOUT
DIRECTOR2.000.00Yes (X)$0$0$0
ANNA TAKAHASHI
DIRECTOR2.000.00Yes (X)$0$0$0
JONATHAN WILLIAMS
DIRECTOR2.000.00Yes (X)$0$0$0
JENNY RICKARD
PRESIDENT AND CEO40.000.00Yes (X)$586,082$0$46,337Yes (X)
ADELE BRUMFIELD
DIRECTOR2.000.00Yes (X)$0$0$0
STEVE SMITH
DIRECTOR2.000.00Yes (X)$0$0$0
WHITNEY SOULE
DIRECTOR2.000.00Yes (X)$0$0$0
MARC SAITTA
TREASURER AND COO40.000.00$474,071$0$58,347Yes (X)
STEPHANIE SAMPLE
VP OF COMM. AND BOARD SEC.40.000.00$193,702$0$49,981Yes (X)
BRANDON JACKSON
SR VP & CIO40.000.00$401,478$0$31,925Yes (X)
CHRISTOPHER WRIGHT
VP OF MEMBER IMPACT40.000.00$234,828$0$26,368Yes (X)
ILEANA RODRIGUEZ
SENIOR VP CONSTITUENT ENGAGEMENT40.000.00$252,571$0$26,803Yes (X)
JONELL SANCHEZ
SENIOR VP OF PRODUCTS40.000.00$166,828$0$22,994Yes (X)
MARK FREEMAN
VP DATA ANALYTICS & RESEAR40.000.00$263,365$0$51,601Yes (X)
KATHLEEN KING
VP OF FINANCE40.000.00$295,922$0$40,594Yes (X)
STEPHANIE OWENS
VP STUDENT SUCCESS40.000.00$252,838$0$37,009Yes (X)
MARY ANN HILL
VP MARKETING AND BRANDING40.000.00$239,999$0$46,755Yes (X)
DAVE TISS
DIRECTOR OF DEVELOPMENT40.000.00$218,360$0$41,281Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,580,044TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$479,995TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K69IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LIAISON INTERNATIONAL
311 ARSENAL ST SUITE 5600WATERTOWNMA02472SOFTWARE DEVELOPMENT SERVICES$1,323,935
AJILON
LOCKBOX DEPT CH14031PALATINEIL600554031CONTRACTOR SERVICES$988,163
3PILLAR GLOBAL INC
4100 MONUMENT CORNER DR SUITE 200FAIRFAXVA22030CONTRACTOR SERVICES$904,841
AMAZON WEB SERVICES
PO BOX 84023SEATTLEWA981248423WEB HOSTING$804,913
INFINITIVE INC
45195 BUSINESS COURT STE 425DULLESVA20166SOFTWARE DEVELOPMENT & CONSULTING$760,710
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,069AllOtherContributionsAmt
Total Contributions$3,069TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
APPLICATION FEES900099$49,246,122$49,246,122
MEMBERSHIP DUES900099$2,540,000$2,540,000
PARTNERSHIP INCOME900099$693,057$693,057
IMPLEMENTATION FEES900099$474,000$474,000
SPONSORSHIPS AND EVENTS900099$99,520$99,520

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$199,448TotalRevenueColumnAmt
Related Or Exempt Func Income$199,448RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$53,252,147TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,003,145TotalRevenueColumnAmt
Exclusion$1,003,145ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,707,892SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,948,758SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$240,866SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$240,866TotalRevenueColumnAmt
Exclusion-$240,866ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,680TotalRevenueColumnAmt
Related Or Exempt Func Income$36,000RelatedOrExemptFuncIncomeAmt
Exclusion$5,680ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$41,680OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,059,175TotalRevenueColumnAmt
Related Or Exempt Func Income$53,288,147RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$767,959ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$94,286TotalAmt
Program Services$94,286ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,602,325TotalAmt
Program Services$2,082,262ProgramServicesAmt
Management And General$520,063ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,744,684TotalAmt
Program Services$13,448,800ProgramServicesAmt
Management And General$2,152,436ManagementAndGeneralAmt
Fundraising$143,448FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,373,377TotalAmt
Program Services$1,164,356ProgramServicesAmt
Management And General$196,817ManagementAndGeneralAmt
Fundraising$12,204FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,262,320TotalAmt
Program Services$1,915,297ProgramServicesAmt
Management And General$329,167ManagementAndGeneralAmt
Fundraising$17,856FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,262,658TotalAmt
Program Services$1,068,975ProgramServicesAmt
Management And General$183,717ManagementAndGeneralAmt
Fundraising$9,966FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$421,428TotalAmt
Program Services$356,784ProgramServicesAmt
Management And General$61,318ManagementAndGeneralAmt
Fundraising$3,326FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$81,158TotalAmt
Management And General$81,158ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,727,278TotalAmt
Program Services$3,826,945ProgramServicesAmt
Management And General$864,654ManagementAndGeneralAmt
Fundraising$35,679FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$258,805TotalAmt
Program Services$258,271ProgramServicesAmt
Management And General$507ManagementAndGeneralAmt
Fundraising$27FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$68,065TotalAmt
Program Services$57,622ProgramServicesAmt
Management And General$9,903ManagementAndGeneralAmt
Fundraising$540FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$858,551TotalAmt
Program Services$726,855ProgramServicesAmt
Management And General$124,919ManagementAndGeneralAmt
Fundraising$6,777FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,492,451TotalAmt
Program Services$1,261,041ProgramServicesAmt
Management And General$219,653ManagementAndGeneralAmt
Fundraising$11,757FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$670,430TotalAmt
Program Services$567,592ProgramServicesAmt
Management And General$97,547ManagementAndGeneralAmt
Fundraising$5,291FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$548,876TotalAmt
Program Services$548,876ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,859TotalAmt
Program Services$13,495ProgramServicesAmt
Management And General$2,017ManagementAndGeneralAmt
Fundraising$347FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$948,308TotalAmt
Program Services$802,844ProgramServicesAmt
Management And General$137,979ManagementAndGeneralAmt
Fundraising$7,485FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$226,235TotalAmt
Program Services$191,532ProgramServicesAmt
Management And General$32,917ManagementAndGeneralAmt
Fundraising$1,786FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MERCHANT FEES$7,101,613$7,101,613
PRODUCTION$1,890,138$1,890,138
DUES & SUBSCRIPTIONS$85,143$72,083$12,388$672
PROFESSIONAL DEVELOP.$83,081$70,337$12,088$656

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$180,136TotalAmt
Program Services$79,900ProgramServicesAmt
Management And General$99,712ManagementAndGeneralAmt
Fundraising$524FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$42,997,205TotalAmt
Program Services$37,599,904ProgramServicesAmt
Management And General$5,138,960ManagementAndGeneralAmt
Fundraising$258,341FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,957,544BOYAmt
EOY$12,278,294EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$30,937,684BOYAmt
EOY$31,561,287EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,842,953BOYAmt
EOY$5,650,798EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,022,000BOYAmt
EOY$1,573,543EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,556,977LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,874,057LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,182,335BOYAmt
EOY$682,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,586,638BOYAmt
EOY$11,663,508EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,153,180BOYAmt
EOY$745,535EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$289,082BOYAmt
EOY$1,635,323EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,971,416BOYAmt
EOY$65,791,208EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,567,841BOYAmt
EOY$4,566,391EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,554,260BOYAmt
EOY$2,800,229EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$944,025BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$862,024BOYAmt
EOY$1,893,375EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,928,150BOYAmt
EOY$9,259,995EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,189,729BOYAmt
EOY$55,295,915EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,853,537BOYAmt
EOY$1,235,298EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,043,266BOYAmt
EOY$56,531,213EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,971,416BOYAmt
EOY$65,791,208EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,061,970ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$425,977NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,412,285CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,011,831CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,197,277CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,006,745CurrentTaxYearMinus1YearAmt
Current Tax Year$3,069CurrentTaxYearAmt
Total$10,631,207TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,394,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,882,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,132,358CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,952,535CurrentTaxYearMinus1YearAmt
Current Tax Year$53,252,147CurrentTaxYearAmt
Total$204,613,891TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,806,495CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,894,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,329,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,959,280CurrentTaxYearMinus1YearAmt
Current Tax Year$53,255,216CurrentTaxYearAmt
Total$215,245,098TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,274,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,861,787CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,834,816CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,730,000CurrentTaxYearMinus1YearAmt
Total$9,700,963TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$38,440CurrentTaxYearMinus2YearsAmt
Current Tax Year$17,999CurrentTaxYearAmt
Total$56,439TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,274,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,861,787CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,873,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,730,000CurrentTaxYearMinus1YearAmt
Current Tax Year$17,999CurrentTaxYearAmt
Total$9,757,402TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$205,487,696PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,641CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$225,477CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$330,705CurrentTaxYearMinus1YearAmt
Current Tax Year$1,003,145CurrentTaxYearAmt
Total$1,796,044TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,641CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$225,477CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$330,705CurrentTaxYearMinus1YearAmt
Current Tax Year$1,003,145CurrentTaxYearAmt
Total$1,796,044TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,064CurrentTaxYearMinus4YearsAmt
Total$82,064TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$613CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,531CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,515CurrentTaxYearMinus1YearAmt
Current Tax Year$41,680CurrentTaxYearAmt
Total$101,547TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,949,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,078,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,580,320CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,316,500CurrentTaxYearMinus1YearAmt
Current Tax Year$54,300,041CurrentTaxYearAmt
Total$217,224,753TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94600PublicSupportCY509Pct
Public Support PY5090.94260PublicSupportPY509Pct
Investment Income CY0.00830InvestmentIncomeCYPct
Investment Income PY0.00430InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,403,991OtherCostOrOtherBasisAmt
Depreciation$3,853,044DepreciationAmt
Book Value$550,947BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,152,986OtherCostOrOtherBasisAmt
Depreciation$1,021,013DepreciationAmt
Book Value$131,973BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$682,920TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION OBLIGATION$261,023
OPERATING LEASE LIABLITY$1,632,352
FieldValueIRS element (for citing)
Total Liability$1,893,375TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$54,835,152TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$425,977NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$350,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$775,977RevenueNotReportedAmt
Revenue Subtotal$54,059,175RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$54,059,175TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$43,347,205TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$350,000DonatedServicesUseFcltsAmt
Expenses Not Reported$350,000ExpensesNotReportedAmt
Expenses Subtotal$42,997,205ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$42,997,205TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationIN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxt
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICESEDUCATION SERVICES
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00PROGRAM SERVICESEDUCATION SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESEDUCATION SERVICES
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESEDUCATION SERVICES
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00PROGRAM SERVICESEDUCATION SERVICES
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
SCHEDULE F, PART ISCHEDULE F IS BEING FILED DUE TO REVENUE FROM MEMBER INSTITUTIONS IN THE JURISDICTIONS NOTED IN PART I.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESIDENT AND FELLOWS OF HARVARD COLLEGEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 MASSACHUSETTS AVENUE 5TH FLOORAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Recipient EIN042103580RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$89,286CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTO PILOT, EVALUATE, AND PROMOTE APPLICANT CONTEXT INVENTORIES IN THE COMMON APPLICATIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS PART OF THE GRANT AGREEMENT, PRESIDENT AND FELLOWS OF HARVARD COLLEGE PROVIDES PROGRESS AND FINAL REPORTING TO THE ORGANIZATION THAT INCLUDES BOTH FINANCIAL AND PROGRAM INFORMATION INCLUDING A DESCRIPTION OF PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE AGREEMENT AND ASSURANCE THAT THE ACTIVITIES UNDER THE AGREEMENT HAVE BEEN CONDUCTED IN CONFORMITY WITH THE AGREED UPON TERMS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JENNY RICKARD
PRESIDENT AND CEO$476,082$0$110,000$0$0$0$34,603$0$11,734$0$632,419$0$0$0
MARC SAITTA
TREASURER AND COO$397,071$0$77,000$0$0$0$30,500$0$27,847$0$532,418$0$0$0
BRANDON JACKSON
SR VP & CIO$375,728$0$25,750$0$0$0$30,500$0$1,425$0$433,403$0$0$0
KATHLEEN KING
VP OF FINANCE$284,075$0$11,847$0$0$0$28,806$0$11,788$0$336,516$0$0$0
MARK FREEMAN
VP DATA ANALYTICS & RESEAR$251,117$0$12,248$0$0$0$26,802$0$24,799$0$314,966$0$0$0
STEPHANIE OWENS
VP STUDENT SUCCESS$243,751$0$9,087$0$0$0$25,291$0$11,718$0$289,847$0$0$0
MARY ANN HILL
VP MARKETING AND BRANDING$233,996$0$6,003$0$0$0$16,463$0$30,292$0$286,754$0$0$0
ILEANA RODRIGUEZ
SENIOR VP CONSTITUENT ENGAGEMENT$249,071$0$3,500$0$0$0$24,361$0$2,442$0$279,374$0$0$0
CHRISTOPHER WRIGHT
VP OF MEMBER IMPACT$228,190$0$6,638$0$0$0$23,382$0$2,986$0$261,196$0$0$0
DAVE TISS
DIRECTOR OF DEVELOPMENT$208,500$0$9,860$0$0$0$21,364$0$19,917$0$259,641$0$0$0
STEPHANIE SAMPLE
VP OF COMM. AND BOARD SEC.$183,202$0$10,500$0$0$0$20,521$0$29,460$0$243,683$0$0$0
JONELL SANCHEZ
SENIOR VP OF PRODUCTS$124,061$0$0$0$42,767$0$11,310$0$11,684$0$189,822$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE CEO PARTICIPATES IN AN ANNUAL BONUS PROGRAM. ANY BONUS PAYMENTS ALLOWABLE UNDER THE PROGRAM ARE BASED ON CEO PERFORMANCE AND AT THE DISCRETION OF THE BOARD OF DIRECTORS. STAFF ARE ELIGIBLE TO PARTICIPATE IN AN ANNUAL BONUS PROGRAM. ANNUALLY, FUNDING IS ALLOCATED TO SUPPORT THE ANNUAL BONUS PROGRAM AND IS BASED ON A PRE-ESTABLISHED PERCENTAGE OF SALARY. ANY BONUS PAYMENTS ALLOWABLE UNDER THE PROGRAM ARE BASED ON AN EMPLOYEE'S PERFORMANCE AND AT THE DISCRETION OF THE ORGANIZATION. JONELL SANCHEZ RECEIVED $42,767 IN SEVERANCE PAYMENTS DURING THE TAX YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6VOTING MEMBERSHIP IS OPEN TO COLLEGES AND UNIVERSITIES THAT ARE A) NOT-FOR-PROFIT; B) CONFER UNDERGRADUATE DEGREES; AND C) ACCREDITED BY A REGIONAL OR NATIONAL ACCREDITING ASSOCIATION (OR IF LOCATED OUTSIDE THE U.S., A MEMBER OF THE COUNCIL OF INTERNATIONAL SCHOOLS).
FORM 990, PART VI, SECTION A, LINE 7ATHE ELECTION OF THE BOARD OF DIRECTORS IS PERFORMED BY THE VOTING MEMBERSHIP OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE IRS FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE TEAM. THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW WITH A REPRESENTATIVE OF THE INDEPENDENT ACCOUNTING FIRM PRESENT TO ADDRESS ANY QUESTIONS. SUBSEQUENT TO AUDIT COMMITTEE REVIEW, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CA COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL MEMBERS OF THE BOARD AND EMPLOYEES. THESE INDIVIDUALS ARE PROVIDED A CONFLICT OF INTEREST DISCLOSURE FORM TO NOTIFY THE ORGANIZATION OF POSSIBLE CONFLICTS. THE POLICY IS SIGNED BY THE INDIVIDUAL TO AFFIRM THEY UNDERSTAND AND AGREE TO ABIDE BY THE TERMS OF THE POLICY. THE POLICY REQUIRES PERIODIC REVIEW TO ENSURE COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD ITSELF USING A COMPENSATION STUDY COMPARING THE ORGANIZATION'S SALARY TO NUMEROUS OTHER NOT-FOR-PROFIT ORGANIZATIONS. THIS REVIEW IS CONDUCTED ANNUALLY FOR THE UPCOMING FISCAL YEAR. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS ESTABLISHED USING THE SAME DATA.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN ITS MAIN OFFICE. INQUIRIES CONCERNING SUCH CAN BE SENT TO THE CHIEF EXECUTIVE OFFICER OR THE CHIEF OPERATING OFFICER.
FORM 990, PART IX, LINE 11GCONSULTING SERVICES: PROGRAM SERVICE EXPENSES 3,826,945. MANAGEMENT AND GENERAL EXPENSES 657,708. FUNDRAISING EXPENSES 35,679. TOTAL EXPENSES 4,520,332. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 126,491. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,491. RECRUITING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80,455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,455.