2021-02-10T12:43:00-06:00 2020-09-30 521853933 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2019-10-01 522274900 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS AMER 2022939161 1108 16TH STREET NW NO 400 WASHINGTON DC 20036 MICHAEL V REILLY EXECUTIVE DIRECTOR 2022939161 2021-02-10 1 TERRY MULLEN P01932763 2022963306 2019 2022-09-23 18:48:47Z MICHAEL V REILLY 1108 16TH STREET NW NO 400 WASHINGTON DC 20036 12803140 0 X WWW.AACRAO.ORG X 1999 DC TO SERVE AND ADVANCE HIGHER EDUCATION BY PROVIDING LEADERSHIP IN ACADEMIC AND ENROLLMENT SERVICES. 13 13 51 100 130537 -1000 16505 24550 10175203 6819169 281653 370920 0 799965 10473361 8014604 1500 782 0 0 4492558 4742737 0 0 0 6085659 4106722 10579717 8850241 -106356 -835637 21412481 20186946 9596721 9675574 11815760 10511372 X TO PROVIDE PROFESSIONAL DEVELOPMENT, GUIDELINES AND VOLUNTARY STANDARDS TO BE USED BY HIGHER EDUCATION OFFICIALS REGARDING THE BEST PRACTICES IN RECORDS MANAGEMENT, ADMISSIONS, ENROLLMENT MANAGEMENT, ADMINISTRATIVE INFORMATION TECHNOLOGY AND STUDENT SERVICES. IT ALSO PROVIDES A FORUM FOR DISCUSSION REGARDING POLICY INITIATION AND DEVELOPMENT, INTERPRETATION AND IMPLEMENTATION AT THE INSTITUTIONAL LEVEL AND IN THE GLOBAL EDUCATIONAL COMMUNITY. 0 0 1600395 1210990 PROJECTS, CONTRACTS AND CONSULTING - THE ASSOCIATION PROVIDES SERVICES TO UNIVERSITIES AND COLLEGES OF ALL SIZES ACROSS THE U.S., CANADA, AND A VARIETY OF OTHER INTERNATIONAL LOCATIONS IN THE SPECIALIZED AREAS OF STRATEGIC ENROLLMENT MANAGEMENT, STUDENT SERVICES, STAFF DEVELOPMENT, TECHNOLOGY OPTIMIZATION, AND ORGANIZATIONAL OPERATIONS. 904983 12443 COMMUNICATIONS/GOVERNMENT RELATIONS - THE ASSOCIATION PROVIDES MEMBERS WITH UPDATES ON FEDERAL REGULATIONS AND COMPLIANCE ISSUES, CONGRESSIONAL AND AGENCY ACTIVITY, AND HIGHER EDUCATION COVERAGE IN NATIONAL NEWS. 863213 1180144 MEETING AND WORKSHOPS - THE ASSOCIATION PROVIDES EDUCATIONAL INFORMATION FOR BOTH MEMBERS AND INTERESTED PUBLIC AND PROVIDES FORUMS FOR DISCUSSION OF ISSUES. 719185 ANNUAL MEETING - THE ASSOCIATION PROVIDES A FORUM FOR MEMBERS AND OTHER EXPERTS IN ADMISSIONS, REGISTRATION, FINANCIAL AID, INSTITUTIONAL RESEARCH AND GOVERNMENT REGULATIONS. 688615 561609 INTERNATIONAL EDUCATION SERVICES - THE ASSOCIATION SERVES AS A RESOURCE CENTER FOR MEMBERS AND THE PUBLIC BY ANSWERING QUESTIONS RELATED TO EDUCATION OUTSIDE THE UNITED STATES. 400135 610516 PUBLICATIONS - THE ASSOCIATION OFFERS A WIDE VARIETY OF PUBLICATIONS THAT ASSIST MEMBERS WITH PROFESSIONAL DEVELOPMENT. 353417 782 3243467 MEMBERSHIP SERVICES - THE ASSOCIATION'S MEMBERSHIP SERVICES ACTIVITIES INCLUDE MAINTAINING AN ACCURATE MEMBERSHIP DATABASE SO AS TO SHARE DIRECTORY INFORMATION WITH MEMBERS, PROVIDING CUSTOMER SERVICE TO MEMBERS, RETENTION OF CURRENT MEMBERS AND RECRUITMENT OF NEW MEMBERS. 2161352 782 4415592 5529943 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 71 0 1 51 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X FARAH ALEEM 2022930299 1108 16TH ST NW STE 400 WASHINGTON DC 20036 JACK MINER PRESIDENT-ELECT THEN PRESIDENT (AS OF 4/20) 1.00 X X 0 0 0 LUISA HAVENS GERARDO PRESIDENT THEN PAST PRESIDENT (AS OF 4/20) 1.00 X X 0 0 0 STAN DEMERRITT VP - FINANCE 1.00 X X 0 0 0 TINA FALKER PAST PRESIDENT (UNTIL 4/20) 1.00 X X 0 0 0 TIFFANY ROBINSON VP FOR ACC THEN PRESIDENT ELECT (AS OF 4/20) 1.00 X X 0 0 0 CASSANDRA MOORE VP FOR ACCESS & EQUITY (AS OF 4/20) 1.00 X 0 0 0 TAMMY AAGARD VP - ADMISSIONS (UNTIL 4/20) 1.00 X 0 0 0 SHERRY WALDON-WELLS VP - ADMISSIONS (AS OF 4/20) 1.00 X 0 0 0 MARK MCCONAHAY VP FOR INFORMATION TECH (UNTIL 4/20) 1.00 X 0 0 0 ROCK MCCASKILL VP FOR INFORMATION TECH (AS OF 4/20) 1.00 X 0 0 0 JENNIFER MINKE VP INTERNATIONAL EDUCATION 1.00 X 0 0 0 JERRY MONTAG VP LEADERSHIP & MGMT. DEV. 1.00 X 0 0 0 KRISTI WOLD-MCCORMICK VP FOR RECORDS AND ACADEMIC SERVICES 1.00 X 0 0 0 RHONDA KITCH VP AT LARGE 1.00 X 0 0 0 TIM AMYX VP AT LARGE 1.00 X 0 0 0 ROB SHOMAKER VP AT LARGE 1.00 X 0 0 0 MICHAEL REILLY EXECUTIVE DIRECTOR 40.00 X 361239 0 48870 THOMAS GREEN ASSOC. EXE. DIRECTOR 40.00 X 239903 0 53565 MELANIE GOTTLIEB DEPUTY DIRECTOR 40.00 X 185655 0 40201 WILLIAM GIL DIR. GOVT. RELATIONS 40.00 X 158845 0 19095 MICHELE SANDLIN DIRECTOR OF CONSULTING & BUSINESS DEV. 40.00 X 145379 0 30888 WENDY KILGORE DIRECTOR RESEARCH 40.00 X 132749 0 32479 MARTHA HENEBRY DIRECTOR PUBLICATIONS 40.00 X 125858 0 23741 TINA DENEEN ASSOC. EXE. DIRECTOR (AS OF 4/2019) 40.00 X 125338 0 37265 1474966 0 286104 9 0 1 0 JONES MARESCA & MCQUADE PA 1730 RHODE ISLAND AVE NW SUITE 80 WASHINGTON DC 20036 ACCOUNTING SERVICES 330000 PRODUCTION RESOURCE GROUP LLC PO BOX 419470 BOSTON MA 02241 EVENT DESIGNERS AND PRODUCERS 244403 LEVY RESTAURANTS 1201 S FIGUEROA STREET LOS ANGELES CA 90015 CATERING SERVICES 211995 EXPERIENT INC PO BOX 74008578 CHICAGO IL 60674 MANAGE MEETING LOGISTICS 109513 MATRIX GROUP INTERNATIONAL 2611 SOUTH CLARK STREET SUITE 330 ARLINGTON VA 22202 WEB DESIGN AND DEVELOPMPENT 102318 5 24550 24550 MEMBERSHIP DUES 541900 2913352 2913352 SERVICE FEES 541900 1825442 1825442 REGISTRATIONS 541900 903251 903251 PUBLICATION SALES 541900 630453 630453 EXHIBIT FEES 541900 186600 186600 360071 229534 130537 6819169 266751 266751 1672 1672 4892705 4788536 104169 104169 104169 INSURANCE CLAIM 900099 798293 798293 798293 8014604 6688632 130537 1170885 X 782 782 953026 678420 274606 2892391 2074891 817500 261780 178166 83614 364198 247871 116327 271342 185712 85630 3500 3500 330000 330000 55318 55318 1033963 921184 112779 18792 13073 5719 293951 178646 115305 53072 12202 40870 182409 182409 160235 125477 34758 866293 759282 107011 222381 222381 396740 396740 58485 1170 57315 MEMBERSHIPS AND SUBSCRI 340431 73739 266692 PRINTING AND PRODUCTION 68185 64927 3258 REGISTRATION FEES 21062 14084 6978 GENERAL TAXES 1905 317 1588 8850241 5529943 3320298 0 2222550 1681970 545827 246451 578142 493297 8421127 885625 7926649 7535502 10139313 10229726 21412481 20186946 422893 543171 3042445 2558361 5725082 5610246 406301 963796 9596721 9675574 X 11337698 10284503 478062 226869 11815760 10511372 21412481 20186946 -835637 -468751 0 X X 0 1 X 1 0 X 290650 6100 1283069 16505 24550 1620874 9971241 8986951 9358684 9971518 6688632 44977026 10261891 8993051 10641753 9988023 6713182 46597900 290000 1199300 1489300 174425 76875 150088 401388 290000 1373725 76875 150088 1890688 44707212 287059 260177 313473 298529 268423 1427661 287059 260177 313473 298529 268423 1427661 34313 70516 58418 55635 0 218882 798293 798293 10583263 9323744 11013644 10342187 7779898 49042736 0.91160 0.91140 0.02910 0.02680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2019 AMOUNT: $ 798,293. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8052446 139186 55318 8136314 7764539 353219 65312 8052446 8302516 529890 1000000 67867 7764539 7083691 300000 975858 57033 8302516 6170812 300000 650416 37537 7083691 1.00000 0 0 7656031 404587 7251444 493488 385990 107498 271608 95048 176560 7535502 INTEREST RATE SWAP 643396 PPP LOAN 320400 963796 X 7490535 -468751 -468751 7959286 55318 55318 8014604 8794923 0 8794923 55318 55318 8850241 PART V, LINE 4: THE FUND WAS ESTABLISHED FOR THE PURPOSE OF GENERATING A PERMANENT, STEADY STREAM OF INCOME FOR THE ASSOCIATION. PART X, LINE 2: AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 MICHAEL REILLY EXECUTIVE DIRECTOR 361239 0 0 0 0 0 36323 0 12547 0 410109 0 0 0 THOMAS GREEN ASSOC. EXE. DIRECTOR 239903 0 0 0 0 0 30139 0 23426 0 293468 0 0 0 MELANIE GOTTLIEB DEPUTY DIRECTOR 185655 0 0 0 0 0 22466 0 17735 0 225856 0 0 0 WILLIAM GIL DIR. GOVT. RELATIONS 158845 0 0 0 0 0 17583 0 1512 0 177940 0 0 0 MICHELE SANDLIN DIRECTOR OF CONSULTING & BUSINESS DEV. 145379 0 0 0 0 0 15432 0 15456 0 176267 0 0 0 WENDY KILGORE DIRECTOR RESEARCH 132749 0 0 0 0 0 13907 0 18572 0 165228 0 0 0 TINA DENEEN ASSOC. EXE. DIRECTOR (AS OF 4/2019) 125338 0 0 0 0 0 18552 0 18713 0 162603 0 0 0 A DISTRICT OF COLUMBIA VARIABLE RATE REVENUE BONDS SERIES 2017 2017-12-28 6000000 PURCHASE OF AND IMPROVEMENTS TO TWO FLOORS IN A BUILDING 0 0 0 A 6000000 6000000 2018 0 0 0 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS IS A NONPROFIT, VOLUNTARY, PROFESSIONAL MEMBER ASSOCIATION OF MORE THAN 11,000 HIGHER EDUCATION ADMISSIONS AND REGISTRATION PROFESSIONALS MEMBERS WHO REPRESENT MORE THAN 2,600 INSTITUTIONS AND AGENCIES IN THE UNITED STATES AND IN 40 COUNTRIES AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 7A AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS RECEIVES ITS LEADERSHIP AND DIRECTION FROM ITS MEMBERS. EVERY YEAR AT THE ANNUAL MEETING, THE MEMBERSHIP COMES TOGETHER TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AT THE BUSINESS SESSION OF THE ANNUAL MEETING, THE MEMBERSHIP VOTE ON THE ANNUAL BUDGET AS APPROVED BY THE BOARD OF DIRECTORS AND PRESENTED BY THE AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS VP FINANCE. FORM 990, PART VI, SECTION B, LINE 11B AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS' FORM 990 IS FIRST PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM 990 IS SENT TO THE ENTIRE BOARD BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS ANNUALLY REVIEWED BY MANAGEMENT AND BOARD TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION PARTICIPATES IN ANNUAL COMPENSATION STUDIES CONDUCTED BY AN INDEPENDENT PROFESSIONAL FIRM. THE RESULTS OF THE STUDY ARE RELIED UPON IN DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER SENIOR MANAGEMENT OFFICIALS. THE LAST REVIEW WAS IN 2019. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD. SALARY INCREASES FOR ALL OTHER STAFF MEMBERS ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR AND ALSO REQUIRE APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING/OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 921,184. MANAGEMENT AND GENERAL EXPENSES 112,779. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,033,963. FORM 990, PART XII, LINE 2C: THE PROCESSES FOR AUDITOR APPOINTMENT AND AUDIT OVERSIGHT HAVE NOT CHANGED FROM THE PRIOR YEAR.