2022-04-21T13:29:03-05:00 2021-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-01-01 474374655 POSTSECONDARY NATIONAL POLICY INSTITUTE POST 2024073172 1828 L STREET NW 300-E WASHINGTON DC 20036 MARYELLEN MCGUIRE PRESIDENT 2024073172 2022-04-19 1 MARYELLEN MCGUIRE 999009999 MICHAEL LUMSDEN P01262236 4159561500 2022-04-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X PNPI MARYELLEN MCGUIRE 1828 L STREET NW 300-E WASHINGTON DC 20036 1828980 0 X HTTPS://PNPI.ORG/ X 2015 DC THE POSTSECONDARY NATIONAL POLICY INSTITUTE (PNPI) PROVIDES CURRENT AND PROSPECTIVE POLICYMAKERS WITH A SUBSTANTIVE AND COLLEGIAL FOUNDATION ON WHICH TO BUILD FEDERAL HIGHER EDUCATION POLICIES THAT DRIVE POSITIVE OUTCOMES FOR STUDENTS AND THEIR FAMILIES. 5 5 9 5 0 0 523060 1810164 13216 18816 0 0 0 0 536276 1828980 0 0 0 0 720266 788404 0 0 36515 211574 208428 931840 996832 -395564 832148 945000 1804348 200899 228099 744101 1576249 X THE POSTSECONDARY NATIONAL POLICY INSTITUTE (PNPI) PROVIDES CURRENT AND PROSPECTIVE POLICYMAKERS WITH A SUBSTANTIVE AND COLLEGIAL FOUNDATION ON WHICH TO BUILD FEDERAL HIGHER EDUCATION POLICIES THAT DRIVE POSITIVE OUTCOMES FOR STUDENTS AND THEIR FAMILIES. 0 0 311868 0 0 PNPI HOSTED SIX ZOOM BRIEFINGS, AND THREE VIRTUAL TRAININGS. THE TRAININGS FOCUSED ON STUDENT LOAN REPAYMENT, FEDERAL STUDENT AID, AND PROGRAM INTEGRITY ISSUES. THE ZOOM BRIEFINGS FOCUSED ON DATA, THE IMPACT OF THE PANDEMIC ON STUDENTS AND INSTITUTIONS, FEDERAL STUDENT LOAN DEBT, AND THE FEDERAL NEGOTIATED RULEMAKING PROCESS. 205211 0 18816 PNPI HOSTED TWO RESEARCHER SPOTLIGHTS AND THREE VIRTUAL COURSES FOR PROSPECTIVE POLICYMAKERS - INDIVIDUALS WHO HOPE TO SOMEDAY WORK IN FEDERAL POSTSECONDARY POLICY.THE COURSES FOCUSED ON FEDERAL NEED ANALYSIS, FEDERAL STUDENT AID, AND PROGRAM INTEGRITY ISSUES AND PROVIDED PARTICIPANTS WITH AN OPPORTUNITY TO EXPAND THEIR CONTENT KNOWLEDGE WHILE NETWORKING WITH PROFESSIONALS CURRENTLY IN THE FIELD. THE RESEARCHER SPOTLIGHTS INTRODUCED PARTICIPANTS TO UP-AND-COMING POSTSECONDARY RESEARCHERS.PNPI ALSO HOSTED A HIGHER EDUCATION SYMPOSIUM FOR PNPI ALUMNI, A HIGHER EDUCATION TRIVIA EVENT, A LEADERSHIP DEVELOPMENT PROGRAM FOR EMERGING LEADERS IN THE FEDERAL EDUCATION POLICY SPACE, AND A LEADERS' REFRESHER WORKSHOP ON TEAM BUILDING. EMERGING LEADER SESSIONS FOCUSED ON TEAM BUILDING, MEETING DESIGN, COMMUNICATING ABOUT EQUITY, AND EXECUTIVE PRESENCE. SHORTER SKILL LESSONS AND PEER COACHING WERE ALSO OFFERED. THE ALUMNI SYMPOSIUM FOCUSED ON FEDERAL STUDENT AID RELATED CONTENT, CONVERSATIONS WITH LEADERS IN THE SPACE, AND SKILLS WORKSHOPS FOCUSED ON MEETING DESIGN AND PRESENTATION SKILLS. 62065 0 0 PNPI SPONSORED A VIRTUAL SUMMER SCHOLARS INTERN PROGRAM FOR TWO POSTSECONDARY STUDENTS WITH DEMONSTRATED FINANCIAL NEED. SUMMER SCHOLARS WERE PAID FOR THEIR WORK. 90759 0 0 SMALLER MEETINGS AND EVENTS WERE HELD WITH HIGHER EDUCATION STAKEHOLDERS AS A MEANS TO EXTEND OUR REACH AND EXPERTISE. PNPI ALSO CREATES AND PUBLISHES SUMMARIES OF POSTSECONDARY RESEARCH, PRIMERS ON POSTSECONDARY TOPICS, AND POSTSECONDARY FACT SHEETS. 90759 0 0 669903 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 27 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X SHANNON SCOTT 2025951061 1828 L STREET NW SUITE 300-E WASHINGTON DC 20036 TERRELL HALASKA DUNN CHAIR OF THE BOARD 0.50 X X 0 0 0 ADRIAN HAUGABROOK VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 LAURA PERNA TREASURER OF THE BOARD 0.50 X X 0 0 0 DENISE FORTE SECRETARY OF THE BOARD 0.50 X X 0 0 0 GLEN CASEY MEMBER OF THE BOARD 0.50 X 0 0 0 MARYELLEN MCGUIRE PRESIDENT 40.00 X 239150 0 44994 ELIZABETH PRUETER CHIEF OF STAFF 40.00 X 130795 0 35048 369945 0 80042 2 0 1 0 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMINISTRATIVE / OPERATIONAL SERVICES 115000 1 1810164 1810164 CONFERENCES/EVENTS 900099 18816 18816 18816 1828980 18816 0 0 278081 211342 41712 25027 365752 292240 70312 3200 8656 6594 1976 86 89681 69018 19612 1051 46234 36396 8296 1542 115000 115000 3830 3830 3963 2531 351 1081 3255 360 2895 6593 345 6189 59 10008 768 9240 2074 2074 57527 47372 9180 975 2556 2556 HONORARIA AND GIFTS 2516 2500 16 DUES AND SUBSCRIPTIONS 1106 437 70 599 996832 669903 290414 36515 885000 1370009 60000 434110 0 229 945000 1804348 200899 228099 200899 228099 X 538956 1282267 205145 293982 744101 1576249 945000 1804348 832148 0 X 0 1 X 1 0 X X X 1 NEW VENTURE FUND 205806345 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: PNPI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS RECOGNIZES PNPI AS A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3), AS PNPI IS CONTROLLED BY NVF. X 0 0 0 0 0 0 0 1 0 MARYELLEN MCGUIRE PRESIDENT 217150 0 22000 0 0 0 7163 0 37831 0 284144 0 0 0 ELIZABETH PRUETER CHIEF OF STAFF 118795 0 12000 0 0 0 4074 0 30974 0 165843 0 0 0 PART I, LINE 7 THE QUALIFICATION FOR AND THE AMOUNT OF THE PRESIDENT'S BONUS IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON EXPECTATIONS ESTABLISHED DURING THE PRIOR YEAR'S EVALUATION PROCESS; SOME OF THESE EVALUATIONS REQUIRE THE USE OF DISCRETION, AND WOULD BE CONSIDERED A "NON-FIXED PAYMENT". FORM 990, PART V, LINE 2A: DURING THE 2021 CALENDAR YEAR, PNPI HAD 9 EMPLOYEES; THESE EMPLOYEES' FORM W-2S WERE ISSUED BY NEW VENTURE FUND (EIN: 20-5806345), THE COMMON PAYMASTER FOR PNPI. FORM 990, PART VI, SECTION A, LINE 3 DURING THE 2021 TAX YEAR, THE ORGANIZATION CONTRACTED WITH ARABELLA ADVISORS TO PROVIDE ALL ADMINISTRATIVE ACTIVITIES; PAYMENTS TO ARABELLA ADVISORS IN EXCHANGE FOR THESE SERVICES TOTALED $115,000 DURING 2021. FORM 990, PART VI, SECTION A, LINE 6 PNPI DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, PNPI HAS ONE SOLE MEMBER: NEW VENTURE FUND, A NONPROFIT ORGANIZED UNDER THE LAWS OF THE DISTRICT OF COLUMBIA AND EXEMPT FROM FEDERAL INCOME TAXATION AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST A MAJORITY OF THE DIRECTORS ARE APPOINTED BY NEW VENTURE FUND. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE COMPLETED FORM 990 FROM PNPI'S INDEPENDENT TAX ACCOUNTANT, THE ORGANIZATION'S MANAGEMENT REVIEWS A DRAFT OF THE FORM; ADJUSTMENTS ARE MADE AS NECESSARY. PNPI THEN SENDS OUT THE FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR WRITTEN APPROVAL; QUESTIONS ABOUT THE FORM 990 ARE ANSWERED BY PNPI'S PRESIDENT AND/OR THE INDEPENDENT TAX ACCOUNTANT VIA E-MAIL OR TELEPHONE. IF REQUESTED BY A BOARD MEMBER, A MEETING OF THE BOARD OF DIRECTORS IS CALLED FOR FURTHER DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON OF THE ORGANIZATION (WHICH INCLUDES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES) ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; (III) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND (IV) HAS COMPLETED THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. SHOULD A CONFLICT OF INTEREST ARISE, COVERED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD, COMMITTEE, OR BOARD'S DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIP. DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS THEN INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION (IF APPROPRIATE), WHETHER PNPI COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS, OR WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. PROCEEDINGS ARE RECORDED IN THE BOARD OR COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED USING COMPENSATION COMPARISONS INCLUDING PAYSCALE, A PLATFORM USING DATA-INFORMED ALGORITHMS TO POWER COMPENSATION CALCULATIONS. IT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE PRESIDENT HITTING PREVIOUSLY ESTABLISHED GOALS DURING THE ANNUAL EVALUATIVE PROCESS. COMPENSATION IS ALSO DETERMINED BY MEMBERS OF THE BOARD OF DIRECTORS' EXPERIENCE WITH EXECUTIVE COMPENSATION AS MEMBERS OF OTHER BOARDS AND/OR AS SENIOR EXECUTIVES IN OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 15B HAS BEEN ANSWERED "NO" AS PNPI HAS NO ADDITIONAL COMPENSATED "OFFICERS OR "KEY EMPLOYEES" (BY DEFINITION OF THE FORM 990 INSTRUCTIONS). FORM 990, PART VI, SECTION C, LINE 19 PNPI'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 205806345 TO SUPPORT INNOVATIVE AND EFFECTIVE PUBLIC INTEREST PROJECTS DC 501(C)(3) LINE 7 N/A 0 TELESCOPE FUND 1050 CONNECTICUT AVENUE NW SUITE 50 WASHINGTON DC 20036 862577635 ADMINISTRATION OF DONOR ADVISED FUNDS DC 501(C)(3) LINE 12A, I NEW VENTURE FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0