AMERICAN COUNCIL ON EDUCATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COUNCIL ON EDUCATION (EIN 53-0196573)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-06-06
- IRS object ID
- 202241579349300014
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-06T08:08:57-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL ON EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOSES P YOMI | PersonNm |
| Person Title | AVP, FINANCE & BUDGET | PersonTitleTxt |
| Phone | 2029399330 | PhoneNum |
| Signature | 2022-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOSES | PersonFirstNm |
| Person Last | YOMI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAELA J CROMAR CPA | PreparerPersonNm |
| PTIN | P00895728 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-06-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THEODORE R MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,923,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACENET.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CONSENSUS LEADER ON HIGHER EDUCATION ISSUES & COORDINATING BODY FOR UNITED STATES HIGHER ED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 167 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $34,314 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,770,470 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,141,600 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,616,287 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,024,396 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,051,440 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,472,221 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,482,025 | PYOtherRevenueAmt |
| CY Other Revenue | $6,274,960 | CYOtherRevenueAmt |
| PY Total Revenue | $33,920,222 | PYTotalRevenueAmt |
| CY Total Revenue | $34,913,177 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $279,929 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $203,292 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,785,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,588,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $953,880 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,303,437 | PYOtherExpensesAmt |
| CY Other Expenses | $17,158,046 | CYOtherExpensesAmt |
| PY Total Expenses | $35,368,854 | PYTotalExpensesAmt |
| CY Total Expenses | $35,950,231 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,448,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,037,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,629,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,315,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,174,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,909,040 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,455,176 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,406,663 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN COUNCIL ON EDUCATION (ACE) IS A MEMBERSHIP ORGANIZATION THAT MOBALIZES THE HIGHER EDUCATION COMMUNITY TO SHAPE EFFECTIVE PUBLIC POLICY AND FOSTER INNOVATIVE, HIGH-QUALITY PRACTICE. ACE IS THE MAJOR COORDINATING BODY FOR HIGHER EDUCATION IN THE UNITED STATES. FOUNDED IN 1918, ACE SEEKS TO PROVIDE LEADERSHIP AND A UNIFYING VOICE ON KEY HIGHER EDUCATION ISSUES AND TO INFLUENCE PUBLIC POLICY THROUGH REPRESENTATION, RESEARCH, AND PROGRAM INITIATIVES. ACE AIMS TO FOSTER GREATER COLLABORATION AND NEW PARTNERSHIPS WITHIN AND OUTSIDE THE HIGHER EDUCATION COMMUNITY TO HELP COLLEGES AND UNIVERSITIES ANTICIPATE AND ADDRESS THE CHALLENGES OF THE 21ST CENTURY AND CONTRIBUTE TO A STRONGER NATION AND A BETTER WORLD. ACE VALUES INCLUSIVENESS AND DIVERSITY, RECOGNIZES HIGHER EDUCATION'S RESPONSIBILITY TO SOCIETY, AND EMBRACES THE BELIEF THAT WIDESPREAD ACCESS TO EXCELLENT POSTSECONDARY EDUCATIONAL OPPORTUNITIES IS THE CORNERSTONE OF A DEMOCRATIC SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,107,161 | ExpenseAmt |
| Grant | $203,292 | GrantAmt |
| Revenue | $553,347 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT: THE AMERICAN COUNCIL ON EDUCATION (ACE) HAS A LONG HISTORY OF PROVIDING LEARNING AND ENGAGEMENT OPPORTUNITIES FOR CAMPUS LEADERS, INCLUSIVE OF PROGRAMS, SERVICES, AND RESEARCH. ACE'S PROGRAMS AND GLOBAL ENGAGEMENT UNIT OFFERS A SUITE OF PROGRAMS AND SERVICES THAT ENRICH THE CAPACITY OF INSTITUTIONS AND INDIVIDUAL LEADERS TO INNOVATE, ADAPT AND PROMOTE HIGH QUALITY PRACTICE WITHIN HIGHER EDUCATION. THE UNIT SERVES INDIVIDUAL LEADERS AND INSTITUTIONS BY LEVERAGING A SUITE OF BLENDED SOLUTIONS INCLUDING ACE'S TRANSFORMATION LABS, ACE FELLOWS, AND ACE SUMMITS. ACE'S TRANSFORMATION LABS GUIDE HIGHER EDUCATION INSTITUTIONS THROUGH A STRUCTURED, CAMPUS-WIDE PLANNING PROCESS TO ADDRESS PRESSING STRATEGIC GOALS. CURRENT TRANSFORMATION LABS FOCUS ON LEARNER SUCCESS, CAMPUS INTERNATIONALIZATION, AND VIRTUAL EXCHANGE. LABS ARE FUNDED THROUGH GRANTS AND/OR PARTICIPANT FEES AND INCLUDE CAMPUS ENGAGEMENT WITH ACE LASTING FROM THREE MONTHS TO TWO YEARS. ACE FELLOWS OFFERS AN IN-DEPTH YEAR-LONG IMMERSION IN HIGHER EDUCATION LEADERSHIP. A COHORT OF 30 TO 50 LEADERS ARE SELECTED EACH YEAR TO PARTICIPATE IN THE PROGRAM WHICH INCLUDES A SERIES OF RETREATS FOCUSED ON ESSENTIAL KNOWLEDGE AND SKILLS, EXTENDED MENTORING BY EXECUTIVES FROM A HOST CAMPUS, COMPLETION OF SPECIAL PROJECTS AND ASSIGNMENTS TO TRANSFORM AND ENHANCE BOTH THEIR HOME AND HOST CAMPUSES, AND OPPORTUNITIES TO CONNECT WITH AND LEARN FROM A WIDE ARRAY OF CAMPUS LEADERS. PARTICIPATION IN THE FELLOWS PROGRAM IS SUPPORTED BY PROGRAM FEES, GRANTS AND SCHOLARSHIPS. ACE SUMMITS CONVENE HIGHER EDUCATION LEADERS TO ADVANCE STRATEGY, CAMPUS PRACTICE, AND POLICY ON KEY ISSUES. SUMMITS TAKE PLACE VIRTUALLY OR IN PERSON, IN COLLABORATION WITH HOST CAMPUSES. ACE'S COMMUNITY STRATEGY AND ENGAGEMENT UNIT FOCUSES ON FOSTERING PARTNERSHIP AND ENGAGEMENT WITH KEY STAKEHOLDERS AND ORGANIZATIONS, SUCH AS THE ACE WOMEN'S NETWORK AND THE ACE COUNCIL OF FELLOWS. THE COUNCIL OF FELLOWS COORDINATES THE ACTIVITIES, EVENTS, AND FUNDRAISING EFFORTS OF THE ACE FELLOWS PROGRAM ALUMNI. SINCE ITS INCEPTION IN 1965, OVER 2,000 INDIVIDUALS HAVE PARTICIPATED IN THE ACE FELLOWS PROGRAM. THIS DIVERSE NETWORK OF ALUMNI ARE AN ONGOING SOURCE OF SHARED EXPERTISE AND SUPPORT FOR ONE ANOTHER AS THEY NAVIGATE CHALLENGES FACING THEIR INSTITUTIONS AND PROACTIVELY ENGAGE TO ADVANCE HIGHER EDUCATION'S OVERARCHING MISSION. THE ACE WOMEN'S NETWORK IS A SYSTEM OF STATE-BASED NETWORKS WITH THE GOAL OF SUPPORTING AND ADVANCING WOMEN LEADERS IN HIGHER EDUCATION. ANNUALLY THE STATE NETWORKS REACH APPROXIMATELY 10,000 WOMEN AND SUPPORTS THE OVERARCHING VISION OF DIVERSIFYING THE HIGHER EDUCATION LEADERSHIP PIPELINE. THROUGH PROGRAMS AND INITIATIVES AND WITH THE SUPPORT OF ACE STAFF, THE STATE NETWORKS ENGAGE IN A SHARED MISSION OF IDENTIFYING, DEVELOPING, ENCOURAGING, ADVANCING, LEADING AND SUPPORTING WOMEN IN HIGHER EDUCATION CAREERS. EACH OF THE AFOREMENTIONED UNITS EMPLOYS ACE ENGAGE, ACE'S DIGITAL ENGAGEMENT TOOL, TO ADVANCE PRODUCT DISSEMINATION AND NETWORKING OPPORTUNITIES FOR HIGHER EDUCATION LEADERS. ACE ENGAGE IS A RESOURCE TO FOSTER VIRTUAL PEER TO PEER NETWORKING AND LEARNING, AND OFFERS INDIVIDUAL LEADERS ACCESS TO A RESOURCE LIBRARY, WEBINARS AND ONLINE WORKSHOPS WITH EXPERTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,067,103 | ExpenseAmt |
| Revenue | $8,597,124 | RevenueAmt |
| Desc | ADULT LEARNING AND EDUCATIONAL CREDENTIALS:ACE'S LEARNING EVALUATIONS (FORMERLY CREDIT) HELPS COLLEGES AND UNIVERSITIES GRANT CREDIT FOR WORKPLACE LEARNING AND TRAINING TO IMPROVE ACCESS TO AND SUCCESS IN POSTSECONDARY EDUCATION. ACE VALIDATES A WIDE VARIETY OF EDUCATION AND TRAINING PROGRAMS FROM COURSES TO EXAMINATIONS, INCLUDING LANGUAGES, CERTIFICATIONS, AND APPRENTICESHIP PROGRAMS. THROUGH A CONTINUED CONTRACT WITH DEPARTMENT OF DEFENSE, ACE REVIEWS MILITARY TRAINING AND EXPERIENCES TO BRIDGE THE GAP BETWEEN PROFESSIONAL MILITARY EDUCATION AND POSTSECONDARY EDUCATION WHILE ENHANCING GOVERNMENT AND POSTSECONDARY DATA SYSTEMS AND VIRTUAL TECHNOLOGY. ASSOCIATED SUPPORT SERVICES CONNECT INSTITUTIONS OF HIGHER EDUCATION AND EMPLOYERS TO IMPROVE ECONOMIC MOBILITY FOR INDEPENDENT LEARNERS TO OBTAIN ACADEMIC CREDIT FOR FORMAL COURSES, TRAINING, AND EXPERIENCES TAKEN OUTSIDE TRADITIONAL COLLEGES AND UNIVERSITIES. THIS WORK ENSURES THE VALIDITY AND RELIABILITY OF NON-TRADITIONAL LEARNING AND PROVIDES OPPORTUNITIES FOR UNDERSERVED STUDENT POPULATIONS IN COLLEGE AND THE WORKFORCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,687,714 | ExpenseAmt |
| Desc | GOVERNMENT RELATIONS AND PUBLIC AFFAIRS: COORDINATES AND PUBLICIZES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS POSITIONS AND CONCERNS TO THE FEDERAL GOVERNMENT. ACE'S DIVISION OF GOVERNMENT RELATIONS AND PUBLIC AFFAIRS (DGPA) PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS, COMMENTS ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, ADVOCATES FOR HIGHER EDUCATION PUBLIC POLICIES THAT WILL BENEFIT STUDENTS AND INSTITUTIONS, FILES AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION, AND UNDERTAKES PROACTIVE OUTREACH TO THE MEDIA, MEMBERS, AND OTHER STAKEHOLDERS TO RAISE THE VISIBILITY AND AWARENESS OF PUBLIC POLICY POSITIONS AND THE COUNCIL'S MISSION AND ACTIVITIES. A KEY BENEFIT OF ACE MEMBERSHIP IS ACCESS TO HIGHER EDUCATION RESEARCH AND PUBLICATIONS. DGPA CONTRIBUTES TO THE WORK ACE DOES PUBLISHING PAPERS, MONOGRAPHS AND RESEARCH REPORTS ON THE TOPICS OF STUDENT FINANCIAL AID, DEMOGRAPHIC TRENDS IN HIGHER EDUCATION, ACADEMIC PREPARATION FOR COLLEGE, AND THE COLLEGE PRESIDENCY, AMONG OTHER TOPICS. ANOTHER MEANS OF DISSEMINATION OF THIS INFORMATION IS THE ACE ANNUAL MEETING WHICH IS AN IDEAL SETTING FOR NETWORKING WITH COLLEAGUES AND ADDRESSING FUTURE CHALLENGES OF HIGHER EDUCATION, INCLUDING IN THE PUBLIC POLICY ARENA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,032,629 | ExpenseAmt |
| Revenue | $10,875,497 | RevenueAmt |
| Desc |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| Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,032,629 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,875,497 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,894,607 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 280 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 167 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES P YOMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| THEODORE MITCHELL | |||||||
| PRESIDENT, EX OFFICIO | 35.00 | Yes (X) | $980,034 | $0 | $39,258 | ||
| TERRY HARTLE | |||||||
| SVP, DGPA | 35.00 | Yes (X) | $441,920 | $0 | $29,664 | ||
| KARA FREEMAN | |||||||
| SVP, COO | 35.00 | Yes (X) | $361,805 | $0 | $39,253 | ||
| PHILIP ROGERS | |||||||
| SVP UNTIL 03/21 | 35.00 | Yes (X) | $327,784 | $0 | $40,910 | ||
| PETER MCDONOUGH | |||||||
| VP, GENERAL COUNSEL | 35.00 | $337,207 | $0 | $29,664 | Yes (X) | ||
| SONYA WILLIAMS | |||||||
| VP, CHIEF HR OFFICER UNTIL 03/20 | 35.00 | $357,346 | $0 | $8,138 | Yes (X) | ||
| LOUIS SOARES | |||||||
| CHIEF LEARNING & INNOVATION OFFICER | 35.00 | $309,824 | $0 | $46,610 | Yes (X) | ||
| DANIEL MADZELAN | |||||||
| AVP, GOVERNMENT RELATIONS UNTIL 12/20 | 35.00 | $284,370 | $0 | $18,931 | Yes (X) | ||
| BRADLEY FARNSWORTH | |||||||
| VP, GLOBAL ENGAGEMENT UNTIL 12/20 | 35.00 | $258,755 | $0 | $35,739 | Yes (X) | ||
| RONALD A CRUTCHER | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL RAO | |||||||
| VICE CHAIR/CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAUL J LEBLANC | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA A LIVINGSTONE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARRIE BESNETTE HAUSER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOAN TA GABEL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ELOY ORTIZ OAKLEY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT PULSIPHER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TOM STRITIKUS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN SCHUSTER WEBB | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAWRENCE S BACOW | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER B HOWARD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK MITSUI | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JUAN SANCHEZ MUNOZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN NOLAND | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD J PAPPAS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FELIX V MATOS RODRIGUEZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VALERIE SMITH | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROSLYN CLARK ARTIS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SYLVIA M BURWELL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAMIAN J FERNANDEZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES B MILLIKEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THUY THI NGUYEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BILL PINK | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LEOCADIA I ZAK | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DANIEL J PHELAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| F JAVIER CEVALLOS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY S MAY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER M DONOHUE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK C REED | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES P CLEMENTS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NAYEF H SAMHAT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL J SORRELL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ISIAAH CRAWFORD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHIRLEY V HOOGSTRA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN KRUGER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDY BRANTLEY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK P BECKER | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN R ALGER | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WADED CRUZADO | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW D HAMILTON | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DIANNE F HARRISON | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TIMOTHY L KILLEEN | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA R SNYDER | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| A CLAYTON SPENCER | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HOWARD GILLMAN | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROGER N CASEY | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHLEEN CURRY SANTORA | |||||||
| DIRECTOR - UNTIL 03/21 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DERRICK ANDERSON | |||||||
| SVP | 35.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,659,045 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $288,167 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOGAN LOVELLS US LLP | |||||
| 555 13TH ST NW COLUMBIA SQUARE | WASHINGTON | DC | 20004 | CONSULTING | $202,717 |
| OBJECTIVE SYSTEMS LLC | |||||
| 514 DANIELS ST SUITE 298 | RALEIGH | NC | 27605 | CONSULTING | $178,675 |
| ADDISON GROUP | |||||
| 7076 SOLUTIONS CENTER | CHICAGO | IL | 60677 | CONSULTING | $165,688 |
| ERNST & YOUNG LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 15264 | CONSULTING | $162,500 |
| WHITEBOARD ADVISOR LLC | |||||
| 1000 POTOMAC STREET NW SUITE 150 | WASHINGTON | DC | 20007 | CONSULTING | $140,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,935,755 | GovernmentGrantsAmt |
| All Other Contributions | $3,205,845 | AllOtherContributionsAmt |
| Total Contributions | $6,141,600 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $7,600,078 | $7,600,078 |
| FEDERAL CONTRACT REVENUE | 900099 | $6,743,544 | $6,743,544 |
| RENT INCOME | 900099 | $4,528,949 | $4,528,949 |
| REVIEW AND REGISTRATION FEES | 900099 | $2,813,809 | $2,813,809 |
| INVESTMENT IN JOINT VENTURE | 900099 | -$1,741,904 | -$1,741,904 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,606 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,314 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,024,396 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,388,845 | TotalRevenueColumnAmt |
| Exclusion | $1,388,845 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,193,470 | TotalRevenueColumnAmt |
| Exclusion | $6,193,470 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,047,442 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,642,672 | SecuritiesAmt |
| Other | $321,394 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,404,770 | SecuritiesAmt |
| Other | -$321,394 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,083,376 | TotalRevenueColumnAmt |
| Exclusion | $1,083,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $82,545 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $46,659 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,886 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GARAGE PARKING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,568 | TotalRevenueColumnAmt |
| Exclusion | $45,568 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36 | TotalRevenueColumnAmt |
| Exclusion | $36 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,604 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,913,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,025,968 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,314 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,711,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,292 | TotalAmt |
| Program Services | $203,292 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,131,986 | TotalAmt |
| Program Services | $1,947,202 | ProgramServicesAmt |
| Management And General | $184,784 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,404,366 | TotalAmt |
| Program Services | $9,351,043 | ProgramServicesAmt |
| Management And General | $2,558,974 | ManagementAndGeneralAmt |
| Fundraising | $494,349 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,731 | TotalAmt |
| Program Services | $664,030 | ProgramServicesAmt |
| Management And General | $170,679 | ManagementAndGeneralAmt |
| Fundraising | $32,022 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218,110 | TotalAmt |
| Program Services | $1,717,861 | ProgramServicesAmt |
| Management And General | $423,153 | ManagementAndGeneralAmt |
| Fundraising | $77,096 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,700 | TotalAmt |
| Program Services | $751,270 | ProgramServicesAmt |
| Management And General | $183,290 | ManagementAndGeneralAmt |
| Fundraising | $33,140 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,260 | TotalAmt |
| Program Services | $101,292 | ProgramServicesAmt |
| Management And General | $123,474 | ManagementAndGeneralAmt |
| Fundraising | $4,494 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,710 | TotalAmt |
| Management And General | $77,710 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,621 | TotalAmt |
| Program Services | $245,621 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,965 | TotalAmt |
| Management And General | $82,965 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,109,320 | TotalAmt |
| Program Services | $9,050,904 | ProgramServicesAmt |
| Management And General | $875,273 | ManagementAndGeneralAmt |
| Fundraising | $183,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,001 | TotalAmt |
| Program Services | $82,624 | ProgramServicesAmt |
| Management And General | $7,595 | ManagementAndGeneralAmt |
| Fundraising | $782 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,791 | TotalAmt |
| Program Services | $75,223 | ProgramServicesAmt |
| Management And General | $2,013 | ManagementAndGeneralAmt |
| Fundraising | $1,555 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,961 | TotalAmt |
| Program Services | $759,333 | ProgramServicesAmt |
| Management And General | $505,709 | ManagementAndGeneralAmt |
| Fundraising | $24,919 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,168 | TotalAmt |
| Program Services | $449,164 | ProgramServicesAmt |
| Management And General | $93,120 | ManagementAndGeneralAmt |
| Fundraising | $19,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,899 | TotalAmt |
| Program Services | -$3,780 | ProgramServicesAmt |
| Management And General | -$183 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,291 | TotalAmt |
| Program Services | $103,702 | ProgramServicesAmt |
| Management And General | $2,807 | ManagementAndGeneralAmt |
| Fundraising | $782 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,027 | TotalAmt |
| Program Services | $959 | ProgramServicesAmt |
| Management And General | $10,025 | ManagementAndGeneralAmt |
| Fundraising | $43 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,544,384 | TotalAmt |
| Program Services | $1,671,370 | ProgramServicesAmt |
| Management And General | $821,366 | ManagementAndGeneralAmt |
| Fundraising | $51,648 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,678 | TotalAmt |
| Management And General | $179,678 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $662,315 | $335,483 | $311,948 | $14,884 |
| TAXES | $377,315 | $192,813 | $175,948 | $8,554 |
| DUES & PUBLICATIONS | $110,971 | $93,222 | $12,379 | $5,370 |
| STAFF TRAINING | $54,519 | $40,951 | $13,181 | $387 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,648 | TotalAmt |
| Program Services | $61,028 | ProgramServicesAmt |
| Management And General | $285,856 | ManagementAndGeneralAmt |
| Fundraising | $764 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,950,231 | TotalAmt |
| Program Services | $27,894,607 | ProgramServicesAmt |
| Management And General | $7,101,744 | ManagementAndGeneralAmt |
| Fundraising | $953,880 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,571,214 | BOYAmt |
| EOY | $3,682,573 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,234 | BOYAmt |
| EOY | $1,219,964 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,213,804 | BOYAmt |
| EOY | $2,422,146 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,944 | BOYAmt |
| EOY | $24,691 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,671 | BOYAmt |
| EOY | $1,252,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,867,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,965,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,473,454 | BOYAmt |
| EOY | $8,901,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,524,738 | BOYAmt |
| EOY | $61,438,413 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,145 | BOYAmt |
| EOY | $215,744 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,458,393 | BOYAmt |
| EOY | $5,716,489 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,883 | BOYAmt |
| EOY | $2,441,499 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,629,480 | BOYAmt |
| EOY | $87,315,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,530,967 | BOYAmt |
| EOY | $3,854,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,944,089 | BOYAmt |
| EOY | $9,312,839 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,373,255 | BOYAmt |
| EOY | $43,860 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,993 | BOYAmt |
| EOY | $5,697,522 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,174,304 | BOYAmt |
| EOY | $18,909,040 | 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 | $59,674,511 | BOYAmt |
| EOY | $66,077,248 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,665 | BOYAmt |
| EOY | $2,329,415 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,455,176 | BOYAmt |
| EOY | $68,406,663 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,629,480 | BOYAmt |
| EOY | $87,315,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,037,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,709,012 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $279,529 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $12,762,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,988,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,798,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,770,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,141,600 | CurrentTaxYearAmt |
| Total | $51,460,719 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,075,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,464,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,044,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,865,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,072,627 | CurrentTaxYearAmt |
| Total | $68,522,666 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,837,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,452,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,843,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,635,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,214,227 | CurrentTaxYearAmt |
| Total | $119,983,385 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,440 | CurrentTaxYearAmt |
| Total | $29,241 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,440 | CurrentTaxYearAmt |
| Total | $29,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $119,954,144 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,597,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,237,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,058,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,852,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,582,315 | CurrentTaxYearAmt |
| Total | $43,328,181 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,597,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,237,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,058,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,852,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,582,315 | CurrentTaxYearAmt |
| Total | $43,328,181 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,210 | CurrentTaxYearAmt |
| Total | $657,197 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,507,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,918,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,076,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,578,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,887,752 | CurrentTaxYearAmt |
| Total | $163,968,763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76870 | PublicSupportPY509Pct |
| Investment Income CY | 0.26420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.22670 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENCY PUBLICATION - ADVERTISING - 2016 AMOUNT: $ 54,365. 2018 AMOUNT: $ 5,125. GARAGE PARKING - 2017 AMOUNT: $ 195,369. 2018 AMOUNT: $ 161,747. 2019 AMOUNT: $ 88,985. 2020 AMOUNT: $ 45,568. OTHER REVENUE - 2016 AMOUNT: $ 17,619. 2017 AMOUNT: $ 32,943. 2018 AMOUNT: $ 8,507. 2019 AMOUNT: $ 1,327. 2020 AMOUNT: $ 45,642. | ExplanationTxt |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $579,075 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $579,075 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,315,532 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,894,607 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $435,054 | CurrentYearMinus3Amt |
| Current Year Minus2 | $281,049 | CurrentYearMinus2Amt |
| Current Year Minus1 | $735,559 | CurrentYearMinus1Amt |
| Current Year | $579,075 | CurrentYearAmt |
| Total | $2,030,737 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,678,042 | OtherCostOrOtherBasisAmt |
| Book Value | $2,678,042 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,029,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,682,679 | DepreciationAmt |
| Book Value | $1,347,016 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,027,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,131,907 | DepreciationAmt |
| Book Value | $2,895,185 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,132,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,150,890 | DepreciationAmt |
| Book Value | $1,981,422 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,901,665 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN JOINT VENTURE | $2,716,489 | C |
| INVESTMENT IN ACUE | $3,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,716,489 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE MEDICARE BENEFIT OBLIGATION | $2,947,557 |
| DEFERRED COMPENSATION | $2,378,161 |
| OTHER LIABILITIES | $1,149 |
| CAPITAL LEASE LIABILITY | $45,655 |
| ASSET RETIREMENT OBLIGATION | $325,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,697,522 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,904,412 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,709,012 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $39,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $279,529 | OtherRevenueAmt |
| Revenue Not Reported | $8,027,541 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,876,871 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,965 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$46,659 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $36,306 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,913,177 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,952,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $39,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $46,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,659 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,867,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,965 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $82,965 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,950,231 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACE HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN FURTHER CLASSIFIED AS A PUBLIC CHARITY. ACE DERIVES UNRELATED BUSINESS INCOME FROM PUBLICATION ADVERTISING, DUPLICATION AND OTHER OFFICE SERVICES TO UNRELATED THIRD PARTIES, AND ALTERNATIVE INVESTMENTS. HOWEVER, NO TAXES WERE PAYABLE ON SUCH AMOUNTS FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020, AS ALLOWABLE DEDUCTIBLE EXPENSES EXCEEDED UNRELATED INCOME. ACE HAS ANALYZED ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2021 AND 2020, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST 134,037. CHANGE IN BENEFIT INTEREST IN AMHIC 145,492. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -46,659. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 46,659. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RESEARCH TRIANGLE INSTITUTE | |||||||
| PO BOX 900002 | RALEIGH | NC | 27675 | 560686338 | 501(C)(3) | $32,066 | RACE AND ETHNICITY INHIGHER EDUCATION REPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $106,676 | EQUITY MINDED LEADERSHIP REPORT |
| AMARILLO JUNIOR COLLEGE DISTRICT | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | 756000031 | 501(C)(3) | $10,000 | AWARD FOR INSTITUTIONAL TRANSFORMATION |
| DAVENPORT UNIVERSITY | |||||||
| 6191 KRAFT AVE SE | GRAND RAPIDS | MI | 49512 | 381945965 | 501(C)(3) | $10,000 | AWARD FOR INSTITUTIONAL TRANSFORMATION |
| DOMINICAN UNIVERSITY OF CALIFORNIA | |||||||
| 50 ACACIA AVENUE | SAN RAFAEL | CA | 94901 | 941156525 | 501(C)(3) | $10,000 | AWARD FOR INSTITUTIONAL TRANSFORMATION |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE 00005 | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $10,000 | AWARD FOR INSTITUTIONAL TRANSFORMATION |
| JAMES MADISON UNIVERSITY | |||||||
| 1031 S MAIN ST MSC 5705 | HARRISONBURG | VA | 22807 | 546001756 | 501(C)(3) | $10,000 | FELLOWS SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACE IS REQUIRED TO PERFORM SUBRECIPIENT MONITORING OF THE FUNDS IT RECEIVES FROM FEDERAL SOURCES IN ORDER TO ENSURE THAT THE FUNDS ARE BEING USED FOR THEIR INTENDED PURPOSE AND THAT THERE ARE NO UNIFORM GUIDANCE 2 CFR 200 AUDIT FINDINGS THAT MAY ADVERSELY AFFECT THE USE OF THE SUBRECIPIENT'S FEDERAL FUNDS. SUBRECIPIENT MONITORING EFFORTS ARE A JOINT EFFORT OF PROGRAM STAFF AND THE FINANCE AND BUDGET STAFF. ALL OTHER GRANT FUNDS PROVIDED TO ENTITIES ARE SIMILARLY MONITORED THROUGH THE USE OF SUBAWARD AGREEMENTS OR CONTRACTS AND PERIODIC REPORTING PROVIDED BY THE GRANTEES TO ACE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THEODORE MITCHELL | ||||||||||||||
| PRESIDENT, EX OFFICIO | $646,119 | $0 | $12,922 | $0 | $320,993 | $0 | $28,500 | $0 | $10,758 | $0 | $1,019,292 | $0 | $150,000 | $0 |
| TERRY HARTLE | ||||||||||||||
| SVP, DGPA | $430,123 | $0 | $8,670 | $0 | $3,127 | $0 | $28,500 | $0 | $1,164 | $0 | $471,584 | $0 | $0 | $0 |
| KARA FREEMAN | ||||||||||||||
| SVP, COO | $354,265 | $0 | $7,540 | $0 | $0 | $0 | $28,500 | $0 | $10,753 | $0 | $401,058 | $0 | $0 | $0 |
| PHILIP ROGERS | ||||||||||||||
| SVP UNTIL 03/21 | $321,154 | $0 | $6,630 | $0 | $0 | $0 | $22,800 | $0 | $18,110 | $0 | $368,694 | $0 | $0 | $0 |
| PETER MCDONOUGH | ||||||||||||||
| VP, GENERAL COUNSEL | $330,552 | $0 | $6,655 | $0 | $0 | $0 | $28,500 | $0 | $1,164 | $0 | $366,871 | $0 | $0 | $0 |
| SONYA WILLIAMS | ||||||||||||||
| VP, CHIEF HR OFFICER UNTIL 03/20 | $105,938 | $0 | $0 | $0 | $251,408 | $0 | $5,451 | $0 | $2,687 | $0 | $365,484 | $0 | $0 | $0 |
| LOUIS SOARES | ||||||||||||||
| CHIEF LEARNING & INNOVATION OFFICER | $303,553 | $0 | $6,271 | $0 | $0 | $0 | $28,500 | $0 | $18,110 | $0 | $356,434 | $0 | $0 | $0 |
| DANIEL MADZELAN | ||||||||||||||
| AVP, GOVERNMENT RELATIONS UNTIL 12/2 | $274,816 | $0 | $4,610 | $0 | $4,944 | $0 | $18,439 | $0 | $492 | $0 | $303,301 | $0 | $0 | $0 |
| BRADLEY FARNSWORTH | ||||||||||||||
| VP, GLOBAL ENGAGEMENT UNTIL 12/20 | $254,406 | $0 | $4,349 | $0 | $0 | $0 | $21,747 | $0 | $13,992 | $0 | $294,494 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THEODORE MITCHELL RECEIVED A HOUSING ALLOWANCE FOR RESIDENCE FOR PERSONAL USE IN THE AMOUNT OF $141,798. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION AS OTHER REPORTABLE COMPENSATION. |
| PART I, LINES 4A-B | THEODORE MITCHELL PARTICIPATED IN A 457(F) PLAN AND ON HIS BEHALF, ACE CONTRIBUTED $100,000 TO THE PLAN DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2021. THEODORE MITCHELL ALSO RECEIVED A DISTRIBUTION FROM THE PLAN DURING THE CALENDAR YEAR END 2020, WHICH INCLUDES $150,000 OF DEFERRED COMPENSATION REPORTED ON PRIOR YEAR 990 FILINGS AND INCLUDED IN SECTION II. LINE 1, COLUMN (F). THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE PAYMENTS DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2021: BRADLEY FARNSWORTH: $115,864 DANIEL MADZELAN: $62,055 SONYA WILLIAMS RECEIVED A SEVERANCE OF $251,750 DURING THE CALENDAR YEAR 2020 AND THIS AMOUNT IS INCLUDED IN SECTION II. LINE 6, COLUMN (B)(III). |
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 | AMERICAN MUTUAL HEALTH INSURANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KARA FREEMAN IS A BOARD MEMBER OF AMHIC AND AN OFFICER AT ACE | RelationshipDescriptionTxt |
| Transaction | $1,782,451 | TransactionAmt |
| Transaction | INSURANCE PREMIUMS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | ACE'S EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD CHAIR, VICECHAIR, SECRETARY, IMMEDIATE PAST CHAIR, ACE PRESIDENT, AND AT LEAST TWO ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE FULL BOARD AS NECESSARY. THE PRESIDENT IS AN EX OFFICIO NONVOTING MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE COUNCIL HAS FOUR CLASSES OF MEMBERS: NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATION MEMBERS, AND PROBATIONARY MEMBERS. NATIONAL ASSOCIATION MEMBERS ARE NONPROFIT ORGANIZATIONS PRIMARILY CONCERNED WITH HIGHER EDUCATION. INSTITUTIONAL MEMBERS CONSIST OF COLLEGES AND UNIVERSITIES, LEGALLY AUTHORIZED TO GRANT DEGREES, ACCREDITED BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY AN AGENCY RECOGNIZED BY THE DEPARTMENT OF EDUCATION, OR A MULTI-CAMPUS INSTITUTION OR STATE SYSTEM. ORGANIZATION MEMBERS ARE NONPROFIT ORGANIZATIONS PRIMARILY CONCERNED WITH HIGHER EDUCATION AND WHOSE MEMBERSHIP IS RESTRICTED BY LOCAL, STATE, OR REGIONAL BOUNDARIES OR OTHER CONSIDERATIONS; OR NONPROFIT ORGANIZATIONS PRINCIPALLY ENGAGED IN ELEMENTARY OR SECONDARY EDUCATION AND WHICH ARE LOCAL, STATE, REGIONAL, OR NATIONAL IN SCOPE. PROBATIONARY MEMBERS CONSIST OF COLLEGES, UNIVERSITIES, AND OTHER POSTSECONDARY INSTITUTIONS THAT OFFER DEGREES AND ARE CANDIDATES FOR ACCREDITATION BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY THE DEPARTMENT OF EDUCATION, ASSOCIATE MEMBERS ARE NONVOTING MEMBERS OF WHOSE INCLUSION IN THE COUNCIL MAY ADVANCE THE INTERESTS OF HIGHER EDUCATION, ACE OR ITS MEMBERSHIP, AND ARE IN THE FOLLOWING CATEGORIES: BRANCH OR REGIONAL SUBSCRIBERS, SUCH AS CAMPUSES THAT ARE NOT SEPARATELY ACCREDITED, BUT UNDER THE AUSPICES OF A MEMBER-ELIGIBLE INSTITUTION OR SYSTEM. INTERNATIONAL MEMBERS, SUCH AS HIGHER EDUCATION ASSOCIATIONS OR INSTITUTIONS OUTSIDE THE UNITED STATES AND ITS TERRITORIES THAT ARE RECOGNIZED BY THE APPROPRIATE AUTHORITY IN THE COUNTRY. LEARNED SOCIETY MEMBERS, SUCH AS ACADEMIC AND SCHOLARLY SOCIETIES THAT EXIST TO PROMOTE AN ACADEMIC DISCIPLINE OR PROFESSION, OR A GROUP OF RELATED DISCIPLINES OR PROFESSIONS. AFFILIATE MEMBERS, SUCH AS CORPORATIONS, FOUNDATIONS, AND OTHER ORGANIZATIONS THAT ARE CONCERNED WITH HIGHER EDUCATION. INDIVIDUAL MEMBERS, SUCH AS INDIVIDUALS CONCERNED WITH HIGHER EDUCATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | A MAJORITY OF THE BOARD OF DIRECTORS IS ELECTED BY NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATION MEMBERS AND PROBATIONARY MEMBERS. VOTING IS LIMITED TO MEMBERS THAT ARE NON-PROFIT, TAX-EXEMPT ENTITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT VERSION OF IRS FORMS 990 AND 990-T ARE INITIALLY CIRCULATED AMONG ACE'S ENTIRE BOARD PRIOR TO FILING. THE PURPOSE OF MAKING THE FORMS AVAILABLE TO THE ENTIRE BOARD MEMBERSHIP IS TO SOLICIT QUESTIONS AND/OR SUGGESTIONS FOR IMPROVEMENTS TO THE DRAFT. ACE'S CHIEF FINANCIAL OFFICER (CFO) COMPILES ALL COMMENTS RECEIVED FROM THE BOARD AND RESOLVES THOSE MATTERS PRIOR TO FILING OF FORMS 990 AND 990T. ACE'S AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH COMPLIANCE OVERSIGHT, INCLUDING THE ACCURATE AND TIMELY FILING OF FORMS 990 AND 990-T. THE AUDIT COMMITTEE ALSO PERIODICALLY RECEIVES UPDATES CONCERNING CHANGES TO THE FORMS PROMULGATED BY THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACE HAS A CONFLICT OF INTEREST POLICY. THE COUNCIL'S GENERAL COUNSEL IS RESPONSIBLE FOR MANAGING AN ANNUAL PROCESS BY WHICH EACH COVERED PERSON, AND EVERY OTHER ACE EMPLOYEE, IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND CERTIFY THAT THE PERSON HAS READ, COMPLIED WITH AND AGREES TO COMPLY WITH THAT POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COUNCIL'S BOARD OF DIRECTORS DELEGATES AUTHORITY TO A COMPENSATION COMMITTEE COMPOSED OF MEMBERS OF ITS EXECUTIVE COMMITTEE TO PROVIDE INDEPENDENT OVERSIGHT AND, AS APPROPRIATE, APPROVAL OF SALARY AND OTHER COMPENSATION ARRANGEMENTS FOR ACE'S PRESIDENT AND OTHER OFFICERS AND EMPLOYEES WHO ARE "DISQUALIFIED PERSONS" WITHIN THE MEANING OF SECTION 4958 OF THE IRC. THE POSITIONS, IN ADDITION TO THE PRESIDENT, FOR WHICH THE COMPENSATION COMMITTEE PROVIDES OVERSIGHT AND APPROVAL INCLUDE ALL SENIOR VICE PRESIDENTS. THE COMPENSATION COMMITTEE IS ATTENTIVE TO THE POLICIES RELATED TO THE COUNCIL'S COMPENSATION STRUCTURE FOR DISQUALIFIED PERSONS, AND ENSURES THAT SUCH COMPENSATION IS REASONABLY INFORMED BY COMPENSATION OFFERED FOR SIMILAR SERVICES BY COMPARABLE ASSOCIATIONS OR ORGANIZATIONS, TAKING INTO ACCOUNT THEIR COMPARABLE CIRCUMSTANCES. REGARDING THE PRESIDENT POSITION SPECIFICALLY, THE COMPENSATION COMMITTEE HAS A PRACTICE OF RECEVING COMPARABLE COMPENSATION DATA, INFORMED BY INDEPENDENT COMPENSATION CONSULTANTS, FOR A PEER GROUP OF ORGANIZATIONS WHICH INCLUDES THE PRIMARY RECRUITING SOURCES FOR THE ACE PRESIDENT POSITION. FOR THIS TAX YEAR, THE EXECUTIVE COMMITTEE APPROVED A NEW CONTRACT FOR THE PRESIDENT EFFECTIVE FOR THE ORGANIZATION'S FISCAL YEAR 2021, WHICH INCLUDED A SALARY INCREASE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT THE FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT ON THE PUBLICLY AVAILABLE ACE WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 99,649. MANAGEMENT AND GENERAL EXPENSES 32,315. FUNDRAISING EXPENSES 6,762. TOTAL EXPENSES 138,726. BUSINESS SERVICE FEES: PROGRAM SERVICE EXPENSES 9,529. MANAGEMENT AND GENERAL EXPENSES 3,090. FUNDRAISING EXPENSES 647. TOTAL EXPENSES 13,266. CONTRACTED PERSONNEL: PROGRAM SERVICE EXPENSES 187,812. MANAGEMENT AND GENERAL EXPENSES 60,905. FUNDRAISING EXPENSES 12,744. TOTAL EXPENSES 261,461. HONORARIUM: PROGRAM SERVICE EXPENSES 18,604. MANAGEMENT AND GENERAL EXPENSES 6,033. FUNDRAISING EXPENSES 1,262. TOTAL EXPENSES 25,899. CONSULTANTS: PROGRAM SERVICE EXPENSES 2,347,216. MANAGEMENT AND GENERAL EXPENSES 761,167. FUNDRAISING EXPENSES 159,267. TOTAL EXPENSES 3,267,650. RECRUITMENT EXP: PROGRAM SERVICE EXPENSES 32,964. MANAGEMENT AND GENERAL EXPENSES 10,690. FUNDRAISING EXPENSES 2,237. TOTAL EXPENSES 45,891. SPEAKER FEES: PROGRAM SERVICE EXPENSES 86,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,000. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 3,308. MANAGEMENT AND GENERAL EXPENSES 1,073. FUNDRAISING EXPENSES 224. TOTAL EXPENSES 4,605. SUB-AWARDS/SUB-CONTRACTS: PROGRAM SERVICE EXPENSES 6,265,822. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,265,822. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST 134,037. CHANGE IN BENEFIT INTEREST IN AMHIC 145,492. |
Schedule R IRS990ScheduleR
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GED TESTING SERVICE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 GREEN VAL DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275436001 | EIN |
| Primary Activities | TESTING PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Share Of Total Income | -$1,741,904 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,716,489 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.30000 | OwnershipPct |