ASSOCIATION FOR INSTITUTIONAL RESEARCH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR INSTITUTIONAL RESEARCH (EIN 36-6149972)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-12-15
- IRS object ID
- 201703499349301410
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-15T16:17:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 443 EAST COLLEGE AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366149972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION FOR INSTITUTIONAL | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8503854155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 CENTRE POINTE BLVD 101 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON LEWIS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8503854155 | PhoneNum |
| Signature | 2017-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN M TUCKER CPA | PreparerPersonNm |
| PTIN | P00524189 | PTIN |
| Phone | 8502247144 | PhoneNum |
| Preparation | 2017-12-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B3378FC1E33D2EC5DAD9B0C3F8F3F6C69693953F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D201282995F20FFFF0F63BEF6FF9CBF39AE6BC3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | IR2017150 HURRICANE IRMA LATE FILING RELIEF | SpecialConditionDesc |
| Principal Officer | CHRISTINE KELLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 CENTRE POINTE BLVD 101 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,648,342 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AIRWEB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 701 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,939,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,432,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,884,497 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,828,317 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,282 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,147 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,860,355 | PYTotalRevenueAmt |
| CY Total Revenue | $4,306,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $260,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $314,842 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,790,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,539,360 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,767,441 | PYOtherExpensesAmt |
| CY Other Expenses | $2,070,479 | CYOtherExpensesAmt |
| PY Total Expenses | $3,817,742 | PYTotalExpensesAmt |
| CY Total Expenses | $3,924,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $382,092 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,093,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,955,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,122,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $599,453 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,970,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,356,180 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION FOR INSTITUTIONAL RESEARCH IS A MEMBERSHIP ASSOCIATION THAT PROVIDES PROFESSIONAL DEVELOPMENT AND SUPPORT FOR INDIVIDUALS WHO CONDUCT INSTITUTIONAL RESEARCH AND/OR PROVIDE INFORMATION SUPPORT FOR PLANNING, MANAGING, AND OPERATING POSTSECONDARY INSTITUTIONS, ORGANIZATIONS, AND AGENCIES. ACCORDINGLY, THE ASSOCIATION WILL: -ADVANCE RESEARCH AND ANALYSIS LEADING TO THE IMPROVED UNDERSTANDING, PLANNING, MANAGEMENT, AND OPERATION OF POSTSECONDARY EDUCATIONAL INSTITUTIONS AND AGENCIES. -ENCOURAGE THE DEVELOPMENT AND APPLICATION OF APPROPRIATE METHODOLOGIES AND TECHNIQUES FROM MANY DISCIPLINES TO FURTHER SUCH RESEARCH, ANALYSIS, AND PLANNING. -ENCOURAGE THE COLLECTION, INTERPRETATION, EXCHANGE, AND DISSEMINATION OF INFORMATION WITH RESPECT TO POSTSECONDARY EDUCATION AND ITS INSTITUTIONS. -FURTHER THE PROFESSIONAL DEVELOPMENT AND TRAINING OF INDIVIDUALS ENGAGED IN INSTITUTIONAL RESEARCH AND ANALYSIS OR INTERESTED IN ITS USE IN PLANNING, MANAGEMENT, AND RESOURCE ALLOCATION AND IN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,209,890 | ExpenseAmt |
| Grant | $314,842 | GrantAmt |
| Revenue | $1,828,317 | RevenueAmt |
| Desc | THE PRIMARY PURPOSE OF THE ASSOCIATION IS TO BENEFIT, ASSIST AND ADVANCE INSTITUTIONAL RESEARCH LEADING TO IMPROVED UNDERSTANDING, PLANNING AND OPERATIONS OF POST-SECONDARY EDUCATION INSTITUTIONS. | Desc |
| Total Program Service Expenses | $3,209,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MCCUMBER | PersonNm |
| Phone | 8503854155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1983 CENTRE POINTE BLVD 101 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GARY PIKE | |||||||
| PAST PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLENN W JAMES | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE HALL | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEIHUA ZHAI | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE DAILEY | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD ADELMAN | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARA LARKAN-SKINNER | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C ELLEN PETERS | |||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA SHEDD | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY CHOW | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA GRAVITT | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL TAMADA | |||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY SWING | |||||||
| EXEC. DIR. T | 40.00 | Yes (X) | $197,209 | $0 | $4,532 | ||
| JASON LEWIS | |||||||
| CFO | 40.00 | Yes (X) | $169,963 | $0 | $18,250 | ||
| CHRISTINE KELLER | |||||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | |||
| GINA JOHNSON | |||||||
| STRATEGY DIR | 40.00 | $133,760 | $0 | $19,677 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $500,932 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,459 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HYATT REGENCY NEW ORLEANS | |||||
| 601 LOYOLA AVENUE | NEW ORLEANS | LA | 70113 | CONFERENCE SVS | $224,752 |
| LEAH E ROSS | |||||
| 3406 ARROYO AVENUE | DAVIS | CA | 95618 | COURSE DEV. | $117,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $21,653 | GovernmentGrantsAmt |
| All Other Contributions | $2,410,521 | AllOtherContributionsAmt |
| Total Contributions | $2,432,174 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES/EDUCATIONAL | 611710 | $1,316,097 | $1,316,097 |
| MEMBERSHIP DUES | 541900 | $494,040 | $494,040 |
| REBATES | 900099 | $18,180 | $18,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,828,317 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,851 | TotalRevenueColumnAmt |
| Exclusion | $37,851 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $335,000 | SecuritiesAmt |
| Other | $15,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $338,890 | SecuritiesAmt |
| Other | $2,679 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,890 | SecuritiesAmt |
| Other | $12,321 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,321 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$3,890 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,306,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,840,638 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $33,961 | 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 | $307,672 | TotalAmt |
| Program Services | $307,672 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,170 | TotalAmt |
| Program Services | $7,170 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,954 | TotalAmt |
| Program Services | $206,676 | ProgramServicesAmt |
| Management And General | $183,278 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,361 | TotalAmt |
| Program Services | $658,145 | ProgramServicesAmt |
| Management And General | $168,216 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,042 | TotalAmt |
| Program Services | $97,311 | ProgramServicesAmt |
| Management And General | $28,731 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,999 | TotalAmt |
| Program Services | $86,773 | ProgramServicesAmt |
| Management And General | $20,226 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,004 | TotalAmt |
| Program Services | $71,076 | ProgramServicesAmt |
| Management And General | $18,928 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,637 | TotalAmt |
| Program Services | $1,593 | ProgramServicesAmt |
| Management And General | $1,044 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,672 | TotalAmt |
| Program Services | $39,672 | ProgramServicesAmt |
| Management And General | $26,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,628 | TotalAmt |
| Program Services | $755,251 | ProgramServicesAmt |
| Management And General | $68,377 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,696 | TotalAmt |
| Program Services | $5,696 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,518 | TotalAmt |
| Program Services | $83,291 | ProgramServicesAmt |
| Management And General | $20,227 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,912 | TotalAmt |
| Program Services | $244,346 | ProgramServicesAmt |
| Management And General | $49,566 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,097 | TotalAmt |
| Program Services | $32,680 | ProgramServicesAmt |
| Management And General | $21,417 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,695 | TotalAmt |
| Program Services | $302,678 | ProgramServicesAmt |
| Management And General | $45,017 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,187 | TotalAmt |
| Program Services | $22,783 | ProgramServicesAmt |
| Management And General | $2,404 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,429 | TotalAmt |
| Program Services | $18,382 | ProgramServicesAmt |
| Management And General | $12,047 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,079 | TotalAmt |
| Program Services | $6,693 | ProgramServicesAmt |
| Management And General | $4,386 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND BEVERAGE | $209,048 | $200,909 | $8,139 |
| BANKING AND CC FEES | $54,236 | $32,764 | $21,472 |
| MISCELLANEOUS EXPENSES | $26,577 | $18,018 | $8,559 |
| STAFF DEVELOPMENT | $17,068 | $10,311 | $6,757 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,924,681 | TotalAmt |
| Program Services | $3,209,890 | ProgramServicesAmt |
| Management And General | $714,791 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,869,522 | BOYAmt |
| EOY | $1,674,678 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,363 | BOYAmt |
| EOY | $392,715 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,882 | BOYAmt |
| EOY | $104,967 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,412 | BOYAmt |
| EOY | $83,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,187,748 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $508,959 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,529 | BOYAmt |
| EOY | $678,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,352 | BOYAmt |
| EOY | $2,007,036 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,264 | BOYAmt |
| EOY | $14,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,093,003 | BOYAmt |
| EOY | $4,955,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,626 | BOYAmt |
| EOY | $269,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,099 | BOYAmt |
| EOY | $295,491 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,185 | BOYAmt |
| EOY | $34,570 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,910 | BOYAmt |
| EOY | $599,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,902,620 | BOYAmt |
| EOY | $4,286,317 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,473 | BOYAmt |
| EOY | $69,863 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,970,093 | BOYAmt |
| EOY | $4,356,180 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,093,003 | BOYAmt |
| EOY | $4,955,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $382,092 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,995 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,502,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,828,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,163,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,939,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,432,174 | CurrentTaxYearAmt |
| Total | $10,866,375 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,538,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,482,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,863,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,893,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,810,138 | CurrentTaxYearAmt |
| Total | $8,588,122 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,180 | CurrentTaxYearAmt |
| Total | $37,418 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,049,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,312,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,027,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,842,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,260,492 | CurrentTaxYearAmt |
| Total | $19,491,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,491,915 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,851 | CurrentTaxYearAmt |
| Total | $105,318 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,851 | CurrentTaxYearAmt |
| Total | $105,318 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,064,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,323,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,036,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,874,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,298,343 | CurrentTaxYearAmt |
| Total | $19,597,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99510 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,211 | BeginningYearBalanceAmt |
| Contributions | $2,390 | ContributionsAmt |
| End Year Balance | $69,863 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,211 | BeginningYearBalanceAmt |
| Contributions | $2,599 | ContributionsAmt |
| Other Expenditures | $3,337 | OtherExpendituresAmt |
| End Year Balance | $67,473 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,730 | BeginningYearBalanceAmt |
| Contributions | $11,103 | ContributionsAmt |
| Other Expenditures | $6,622 | OtherExpendituresAmt |
| End Year Balance | $68,211 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,076 | BeginningYearBalanceAmt |
| Contributions | $14,721 | ContributionsAmt |
| Other Expenditures | $6,067 | OtherExpendituresAmt |
| End Year Balance | $63,730 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,949 | BeginningYearBalanceAmt |
| Contributions | $13,505 | ContributionsAmt |
| Other Expenditures | $4,378 | OtherExpendituresAmt |
| End Year Balance | $55,076 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,202 | OtherCostOrOtherBasisAmt |
| Book Value | $133,202 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $578,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,725 | DepreciationAmt |
| Book Value | $415,402 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $346,234 | DepreciationAmt |
| Book Value | $10,466 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,719 | OtherCostOrOtherBasisAmt |
| Book Value | $119,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $678,789 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED COMPENSATED ABSENCES | Desc |
| Amt | $34,570 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,570 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,310,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,995 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,995 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,306,773 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,306,773 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,924,681 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,924,681 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,924,681 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | FUNDS ARE FOR SCHOLARSHIPS ISSUED TO INSTITUTIONAL RESEARCHERS TO OBTAIN PROFESSIONAL TRAINING AND EDUCATION PROVIDED BY THE ASSOCIATION. |
| SCHEDULE D, PAGE 3, PART X | THE FASB ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE ASSOCIATION IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THERE ARE NO TAX POSITIONS FOR WHICH A MATERIAL CHANGE IN ANY UNRECOGNIZED TAX BENEFIT LIABILITY IS REASONABLY POSSIBLE IN THE NEXT 12 MONTHS. THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE INCOME STATEMENT OR BALANCE SHEET. THE TAX YEARS ENDING 2013, 2014 AND 2015, ARE STILL OPEN TO AUDIT FOR FEDERAL PURPOSES. THE GUIDANCE DID NOT HAVE ANY IMPACT ON THE ASSOCIATIONS FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF GEORGIA | |||||||
| MEIGS HALL RM 114 | ATHENS | GA | 30602 | 581353149 | 170(C) | $49,997 | RESEARCH GRANT |
| UNIVERSITY OF GEORGIA | |||||||
| MEIGS HALL RM 114 | ATHENS | GA | 30602 | 581353149 | 170(C) | $49,508 | RESEARCH GRANT |
| AMERICAN UNIVERSITY | |||||||
| 4801 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | 530196549 | 170(C) | $49,127 | RESEARCH GRANT |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | 362177139 | 170(C) | $12,398 | DISSERTATION GRANT |
| UNIVERSITY OF FLORIDA | |||||||
| 219 GRINTER HALL | GAINESVILLE | FL | 326115500 | 596002052 | 170(C) | $46,693 | RESEARCH GRANT |
| UNIVERSITY OF MEMPHIS | |||||||
| 635 NORMAL STREET ALUMNI CENTER NO | MEMPHIS | TN | 381520001 | 626048540 | 170(C) | $50,000 | RESEARCH GRANT |
| UNIVERSITY MICHIGAN-ANN ARBOR | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | 386006309 | 170(C) | $49,949 | RESEARCH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE DESC- PART IV | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $7,170 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE AWARDED ANNUALLY THROUGH AN APPLICATION PROCESS APPROVED BY THE ACCESSLEX INSTITUTE. APPLICATIONS ARE REVIEWED BY A PANEL OF INSTITUTIONAL RESEARCH PROFESSIONALS, WHICH SELECT THE GRANT RECIPIENTS BASED ON AN AGREED SCORING RUBRIC. THE SELECTED RECIPIENTS ARE THEN APPROVED BY THE ACCESSLEX INSTITUTE BEFORE AIR AWARDS THE GRANT MONEY. AWARDS ARE PAID IN 3 INSTALLMENTS. FIRST INSTALLMENT IS AWARDED ONCE THE AWARDEE SUBMITS (1) A BUDGET OUTLINING HOW THE FUNDS WILL BE SPENT, (2) A SIGNED LETTER IN ACCORDANCE WITH UNIFORM GUIDANCE AND, (3) A SIGNED LETTER OF AGREEMENT. BEFORE THE SECOND AND THIRD INSTALLMENTS ARE RELEASED, THE RECIPIENT MUST SUBMIT PROGRESS REPORTS ADDRESSING THE FOLLOWING: (1) A SUMMARY ON THE PROGRESS OF THE RESEARCH AND (2) ANY MAJOR (MORE THAN 10% OF THE TOTAL BUDGET) CHANGES IN HOW THE AWARD FUNDING WILL BE SPENT. THE GRANT RECIPIENTS MUST PRESENT THEIR PRELIMINARY RESEARCH FINDINGS AT THE ACCESSLEX INSITITUTE LEGAL EDUCATION SYMPOSIUM TO INSTITUTIONAL RESEARCH AND LEGAL PROFESSIONALS. FINAL MATERIALS ARE REQUIRED 60 DAYS FOLLOWING THE GRANT CYCLE. MATERIALS INCLUDE (1) A FINAL REPORT OF SCHOLARLY QUALITY, (2) A 1-2 PAGE EXECUTIVE SUMMARY OUTLINING RESEARCH FINDINGS, (3) A STATEMENT (SIGNED BY THE FINANCIAL REPRESENTATIVE) INDICATING THAT ALL THE GRANT FUNDS HAVE BEEN SPENT AND (4) A FINAL BUDGET. A FINAL REVIEW OF THE ENTIRE PROGRAM IS PERFORMED BY TWO REVIEWERS TO ENSURE ALL DELIVERABLES WERE MET AND APPLICANT SUCCESSFULLY COMPLETED THEIR GRANT. THE FINAL REPORT IS UPLOADED TO THE AIR WEBSITE WHEN AVAILABLE. PART IV - ADDITIONAL INFORMATION PART III (A) LINE 1 - GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS INSIDE THE UNITED STATES TRAVEL ASSISTANCE AND SCHOLARSHIPS AND AWARDS TO ATTEND CONFERENCES | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|
| RANDY SWING | |||||
| EXEC. DIR. THRU JAN. | $197,209 | $3,664 | $868 | $201,741 | |
| JASON LEWIS | |||||
| CFO | $129,963 | $17,096 | $1,154 | $188,213 | $40,000 |
| GINA JOHNSON | |||||
| STRATEGY DIR. FOR IR | $128,260 | $13,156 | $6,521 | $153,437 | $5,500 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ASSOCIATION FOR INSTITUTIONAL RESEARCH IS A MEMBERSHIP ASSOCIATION THAT PROVIDES PROFESSIONAL DEVELOPMENT AND SUPPORT FOR INDIVIDUALS WHO CONDUCT INSTITUTIONAL RESEARCH AND/OR PROVIDE INFORMATION SUPPORT FOR PLANNING, MANAGING, AND OPERATING POSTSECONDARY INSTITUTIONS, ORGANIZATIONS, AND AGENCIES. ACCORDINGLY, THE ASSOCIATION WILL: -ADVANCE RESEARCH AND ANALYSIS LEADING TO THE IMPROVED UNDERSTANDING, PLANNING, MANAGEMENT, AND OPERATION OF POSTSECONDARY EDUCATIONAL INSTITUTIONS AND AGENCIES. -ENCOURAGE THE DEVELOPMENT AND APPLICATION OF APPROPRIATE METHODOLOGIES AND TECHNIQUES FROM MANY DISCIPLINES TO FURTHER SUCH RESEARCH, ANALYSIS, AND PLANNING. -ENCOURAGE THE COLLECTION, INTERPRETATION, EXCHANGE, AND DISSEMINATION OF INFORMATION WITH RESPECT TO POSTSECONDARY EDUCATION AND ITS INSTITUTIONS. -FURTHER THE PROFESSIONAL DEVELOPMENT AND TRAINING OF INDIVIDUALS ENGAGED IN INSTITUTIONAL RESEARCH AND ANALYSIS OR INTERESTED IN ITS USE IN PLANNING, MANAGEMENT, AND RESOURCE ALLOCATION AND IN THE IMPROVEMENT OF POSTSECONDARY EDUCATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED TO THE GOVERNING BOARD FOR REVIEW AND ACTION PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE POLICY AND SIGN A CONFLICT OF INTEREST STATEMENT. EMPLOYEES SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | BOARD MEMBERS REGULARLY REVIEW TO DETERMINE WHETHER EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARABLE TO SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | EXECUTIVE DIRECTOR REVIEWS ANNUALLY TO DETERMINE WHETHER OTHER KEY EMPLOYEES COMPENSATION IS COMPARABLE TO POSITIONS OF THE SAME AT OTHER SIMILAR ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PROVIDES A COPY OF ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, ON AN INDIVIDUAL BASIS. |
| FORM 990, PART IX, LINE 11G | BOARD OF DIRECTOR ADVISORS 0 47,190 0 COMMUNICATION SERVICES 38,698 0 0 CURRICULUM DEVELOPMENT 65,008 0 0 EDUCATIONAL TRAINING 184,068 0 0 EXECUTIVE OFFICE ADVISORS 32,672 21,187 0 PROGRAM DEVELOPMENT 307,774 0 0 SUPPORT SERVICES 20,493 0 0 TECHNOLOGY SERVICES 106,538 0 0 TOTAL 755,251 68,377 0 |