AMERICAN COUNCIL ON EDUCATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COUNCIL ON EDUCATION (EIN 53-0196573)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-11
- IRS object ID
- 201712239349300711
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-11T08:19:27-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | 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 | 2015-10-01 | 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 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF DAVIES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2029399330 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF DAVIES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW NO 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,659,897 | 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 | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 210 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $361,715 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$456,733 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,343,065 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,870,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,745,331 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,075,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,146,905 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,750,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | $826,349 | PYOtherRevenueAmt |
| CY Other Revenue | $739,000 | CYOtherRevenueAmt |
| PY Total Revenue | $47,061,650 | PYTotalRevenueAmt |
| CY Total Revenue | $36,435,437 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,936,026 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $784,837 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,226,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,021,608 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $575,892 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,059,106 | PYOtherExpensesAmt |
| CY Other Expenses | $12,435,888 | CYOtherExpensesAmt |
| PY Total Expenses | $50,221,229 | PYTotalExpensesAmt |
| CY Total Expenses | $35,242,333 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,159,579 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,193,104 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,322,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,246,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,783,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,968,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,539,235 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,278,292 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN COUNCIL ON EDUCATION (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 | $7,191,614 | ExpenseAmt |
| Grant | $784,837 | GrantAmt |
| Revenue | $2,146,627 | RevenueAmt |
| Desc | CENTER FOR EDUCATION ATTAINMENT AND INNOVATION:FOR MORE THAN 65 YEARS, THE AMERICAN COUNCIL ON EDUCATION (ACE) HAS BEEN A NATIONAL LEADER IN THE EVALUATION OF EDUCATION AND TRAINING OBTAINED OUTSIDE THE CLASSROOM. ITS WORK ENSURES THE VALIDITY OF NONTRADITIONAL LEARNING AND ADULT ACCESS TO AND SUCCESS IN POSTSECONDARY EDUCATION AND THE WORKFORCE. THE CENTER FOR EDUCATION ATTAINMENT AND INNOVATION ADDRESSES ADULT LEARNING CHALLENGES WITH A RANGE OF ACTIVITIES THAT INCLUDE NATIONAL INITIATIVES, RESEARCH PROGRAMS, SERVICES, ONLINE RESOURCES, WORKSHOPS AND PUBLICATIONS. THROUGH THESE MEANS, INCLUDING THE COLLEGE CREDIT RECOMMENDATION SERVICE AND EVALUATION OF MILITARY COURSES AND OCCUPATIONS, THE CENTER FOR EDUCATION ATTAINMENT AND INNOVATION HELPS ADULTS OBTAIN ACADEMIC CREDIT FOR FORMAL COURSES AND EXAMINATIONS TAKEN OUTSIDE TRADITIONAL COLLEGES AND UNIVERSITIES. IN CONJUNCTION WITH THESE PROGRAMS, THE CENTER'S REGISTRY SERVICES PROVIDE TRANSCRIPTS FOR ADULT LEARNERS WHO HAVE TAKEN ACE-EVALUATED CORPORATE AND MILITARY PROGRAMS. THE CENTER ALSO ENGAGES IN POLICY WORK THAT ADVANCES LIFELONG LEARNING FOR ADULTS ACROSS NUMEROUS SECTORS NATIONWIDE. MOST RECENTLY, ACE HAS BEEN INVOLVED WITH PROGRAMS TO SUPPORT ACTIVE DUTY MILITARY AS WELL AS VETERANS. THROUGH GRANT-FUNDED PROJECTS, ACE HAS CREATED A TOOLKIT FOR VETERAN-FRIENDLY INSTITUTIONS AND PROVIDES SERVICES TO WOUNDED MILITARY PERSONNEL AT BETHESDA WALTER REED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,123,365 | ExpenseAmt |
| Revenue | $10,605,938 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT PROGRAMS: THESE PROGRAMS PROVIDE VALUABLE OPPORTUNITIES FOR INDIVIDUAL AND INSTITUTIONAL DEVELOPMENT. THE EXECUTIVE LEADERSHIP GROUP OFFERS CRITICAL NETWORKING AND EDUCATIONAL PROGRAMMING FOR SENIOR-LEVEL CAMPUS LEADERS WITH SPECIAL FOCUS ON PRESIDENTS, CHIEF ACADEMIC OFFICERS, VICE PRESIDENTS, AND OTHERS. THE EMERGING LEADERS GROUP OFFERS LEADERSHIP DEVELOPMENT PROGRAMS AND NETWORKING OPPORTUNITIES FOR MID-LEVEL ADMINISTRATORS. THE INCLUSIVE EXCELLENCE GROUP HELPS FOSTER GREATER DIVERSITY AND INCLUSION IN HIGHER EDUCATION THROUGH LEADERSHIP DEVELOPMENT AND EDUCATIONAL PROGRAMS DESIGNED TO BROADEN THE HIGHER EDUCATION PIPELINE AS WELL AS RESEARCH INITIATIVES FOCUSED ON ANALYZING EMERGING TRENDS ON THE STATUS OF UNDERREPRESENTED GROUPS IN HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,583,865 | ExpenseAmt |
| Revenue | $2,720 | RevenueAmt |
| Desc | GOVERNMENT RELATIONS AND PUBLIC AFFAIRS: COORDINATES AND PUBLICIZES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS CONCERNS TO THE FEDERAL GOVERNMENT. ACE PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS, COMMENTS ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, AND FILES AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION. A KEY BENEFIT OF ACE MEMBERSHIP IS ACCESS TO HIGHER EDUCATION RESEARCH AND PUBLICATIONS. ACE PUBLISHES PAPERS, MONOGRAPHS, RESEARCH REPORTS AND BOOKS 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 NET WORKING WITH COLLEAGUES AND ADDRESSING FUTURE CHALLENGES OF HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,223,911 | ExpenseAmt |
| Revenue | $3,526,905 | RevenueAmt |
| Desc | OTHER PROGRAMS:ACE'S CENTER FOR POLICY RESEARCH AND STRATEGY PROVIDES THOUGHT LEADERSHIP AT THE INTERSECTION OF PUBLIC POLICY AND INSTITUTIONAL STRATEGY. THE CENTER PROVIDES SENIOR COLLEGE LEADERS AND PUBLIC POLICYMAKERS WITH AN EVIDENCE BASE TO RESPONSIBLY PROMOTE EMERGENT PRACTICES IN HIGHER EDUCATION WITH AN EMPHASIS ON LONG-TERM AND SYSTEMIC SOLUTIONS FOR AN EVOLVING HIGHER EDUCATION LANDSCAPE AND CHANGING AMERICAN DEMOGRAPHIC. ACE'S ANNUAL MEETING BRINGS TOGETHER HIGHER EDUCATION LEADERS FROM ALL SECTORS. THE ANNUAL MEETING IS AN EVENT TO NETWORK WITH COLLEAGUES, HEAR ABOUT EMERGING TRENDS FROM NATIONAL THOUGHT LEADERS AND LEARN ABOUT NEW APPROACHES TO CAMPUS CHALLENGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,223,911 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,526,905 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,122,755 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 334 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 210 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | Yes (1) | 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 | 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 | JEFF DAVIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029399558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT L CARET | ||||||||
| SECRETARY THROUGH MARCH 2015 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HERBST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CORNELIUS M KERWIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALLACE D LOH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA NATALICIO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J PAPPAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WILSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER B HOWARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY E LYONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY J MCCALLIN | ||||||||
| SECRETARY BEGINNING APRIL 2015 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL GEARY SCHNEIDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMAS D MORALES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H MULLEN JR | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANFORD C SHUGART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY L ZIMPHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M DUNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELSON S FLOYD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ANDERSON FRY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIE FOSTER GNAGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRICE W HARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENU KHATOR | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| L RAFAEL REIF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA R SNYDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RITA M CEPEDA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN JORDAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J RAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS H HOLTSCHNEIDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J DEGIOIA | ||||||||
| VICE CHAIR/CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES B MILLIKEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD EKMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN W MEYERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA R FOX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL V REILLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOTT SHORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARRELL G KIRCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP BOROUGHS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E GORDON GEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R BARBARA GITENSTEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUFUS GLASPER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN MCCARTNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL GEARY SCHNEIDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| A CLAYTON SPENCER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD MARTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELOY ORTIZ OAKLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY C MINER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET BROAD | ||||||||
| EX OFFICIO | 35.00 | Yes (X) | $678,778 | $0 | $296,358 | |||
| TERRY HARTLE | ||||||||
| SR VP, DGPA | 35.00 | Yes (X) | $385,444 | $0 | $75,052 | |||
| JEFFREY DAVIES | ||||||||
| VP FOR FINANCE | 35.00 | Yes (X) | $342,896 | $0 | $42,590 | |||
| PATTI PETERSON | ||||||||
| PRESIDENTIAL ADVISOR/GLOBAL INITIATIVES | 35.00 | $344,369 | $0 | $37,942 | Yes (X) | |||
| TIMOTHY MCDONOUGH | ||||||||
| VP, COMMUNICATIONS & MARKETING | 35.00 | $320,852 | $0 | $58,743 | Yes (X) | |||
| KARA FREEMAN | ||||||||
| VP, ADMINISTRATION & CIO | 35.00 | $328,925 | $0 | $43,146 | Yes (X) | |||
| NICOLE CHESTANG | ||||||||
| VP & CHIEF STRATEGIST | 35.00 | $287,979 | $0 | $52,220 | Yes (X) | |||
| LOUIS SOARES | ||||||||
| VP, CPRS | 35.00 | $252,715 | $0 | $52,996 | Yes (X) | |||
| LYNN GANGONE | ||||||||
| VP, LEADERSHIP (BEGINNING 4/1/2015) | 35.00 | $196,522 | $0 | $19,901 | Yes (X) | |||
| PHILIP ROGERS | ||||||||
| VP & CHIEF OF STAFF | 35.00 | $224,378 | $0 | $46,078 | Yes (X) | |||
| SONYA WILLIAMS | ||||||||
| VP, CHIEF HR OFFICER | 35.00 | $233,835 | $0 | $37,465 | Yes (X) | |||
| MOSES YOMI | ||||||||
| AVP, FINANCE & BUDGET | 35.00 | $178,947 | $0 | $40,240 | Yes (X) | |||
| DANIEL MADZELAN | ||||||||
| AVP, GOVERNMENT RELATIONS | 35.00 | $224,292 | $0 | $26,568 | Yes (X) | |||
| DEBORAH SEYMOUR | ||||||||
| AVP, CEAI | 35.00 | $186,750 | $0 | $34,112 | Yes (X) | |||
| BRADLEY FARNSWORTH | ||||||||
| AVP, CIGE | 35.00 | $168,529 | $0 | $35,697 | Yes (X) | |||
| LORELLE ESPINOSA | ||||||||
| AVP, CPRS | 35.00 | $169,287 | $0 | $28,630 | Yes (X) | |||
| FELICIA CARR | ||||||||
| AVP, MARKETING & MEMBERSHIP | 35.00 | $177,775 | $0 | $29,975 | Yes (X) | |||
| TULLY CORNICK | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | $199,631 | $0 | $27,463 | Yes (X) | |||
| ANDREA BURNETT | ||||||||
| SR DIRECTOR, ITS | 35.00 | $193,373 | $0 | $36,425 | Yes (X) | |||
| MICHELLE ARMOUR | ||||||||
| DIRECTOR ACCOUNTING SYSTEMS | 35.00 | $170,013 | $0 | $39,814 | Yes (X) | |||
| JEANNE-MARIE PIERRELOUIS | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 35.00 | $179,426 | $0 | $32,970 | Yes (X) | |||
| STEVEN BLOOM | ||||||||
| DIRECTOR, FEDERAL RELATIONS | 35.00 | $165,156 | $0 | $37,116 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,609,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,131,501 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLLEGIATE ENTERPRISE SOLUTIONS LLC | |||||
| 3 CENTENNIAL DRIVE | PEABODY | MA | 01960 | CONSULTING | $343,750 |
| WAMWAM LLC DBA SOCIAL DRIVER | |||||
| 1030 15TH ST NW SUITE 1050W | WASHINGTON | DC | 20005 | CONSULTING | $198,810 |
| KEMP P BATTLE | |||||
| 37 HAPPY VALLEY ROAD | BEARSVILLE | NY | 12409 | CONSULTING | $174,000 |
| RAFFA PC | |||||
| 1899 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | CONSULTING | $170,406 |
| COVINGTON & BURLING | |||||
| 850 TENTH ST NW | WASHINGTON | DC | 20001 | CONSULTING | $148,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,636,712 | MembershipDuesAmt |
| Government Grants | $2,795,747 | GovernmentGrantsAmt |
| All Other Contributions | $7,438,100 | AllOtherContributionsAmt |
| Noncash Contributions | $5,540,017 | NoncashContributionsAmt |
| Total Contributions | $17,870,559 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TESTING AND REGISTRATION FEES | 900099 | $12,560,222 | $12,560,222 |
| RENT INCOME | 900099 | $5,122,502 | $5,122,502 |
| GARAGE PARKING | 900099 | $313,594 | $313,594 |
| SALES AND OTHER INCOME | 900099 | $23,384 | $23,384 |
| INVESTMENT IN JOINT VENTURE | 900099 | -$1,944,701 | -$1,944,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,075,001 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,050,156 | TotalRevenueColumnAmt |
| Exclusion | $2,050,156 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,432 | TotalRevenueColumnAmt |
| Exclusion | $15,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,551,724 | SecuritiesAmt |
| Other | $2,062,113 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,154,616 | SecuritiesAmt |
| Other | $2,758,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $397,108 | SecuritiesAmt |
| Other | -$696,387 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$299,279 | TotalRevenueColumnAmt |
| Exclusion | -$299,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $703,766 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $311,344 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $392,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,487 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $200,935 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| THE PRESIDENCY PUBLICATION - ADVE | 900099 | $131,368 | $15,702 | $115,666 |
| CONSULTING AND SPEAKER FEES | 900099 | $42,242 | $42,242 | |
| PASS-THROUGH PARTNERSHIP INCOME | 900099 | $2,872 | $2,872 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,664 | TotalRevenueColumnAmt |
| Exclusion | $154,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $331,146 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,435,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,282,190 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $361,715 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,920,973 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,837 | TotalAmt |
| Program Services | $784,837 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,851,964 | TotalAmt |
| Program Services | $5,401,141 | ProgramServicesAmt |
| Management And General | $417,263 | ManagementAndGeneralAmt |
| Fundraising | $33,560 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,028,531 | TotalAmt |
| Program Services | $7,735,978 | ProgramServicesAmt |
| Management And General | $3,924,484 | ManagementAndGeneralAmt |
| Fundraising | $368,069 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467,195 | TotalAmt |
| Program Services | $965,262 | ProgramServicesAmt |
| Management And General | $459,566 | ManagementAndGeneralAmt |
| Fundraising | $42,367 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,777 | TotalAmt |
| Program Services | $1,016,686 | ProgramServicesAmt |
| Management And General | $552,521 | ManagementAndGeneralAmt |
| Fundraising | $52,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,141 | TotalAmt |
| Program Services | $758,598 | ProgramServicesAmt |
| Management And General | $268,628 | ManagementAndGeneralAmt |
| Fundraising | $24,915 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,415 | TotalAmt |
| Program Services | $323,064 | ProgramServicesAmt |
| Management And General | $64,496 | ManagementAndGeneralAmt |
| Fundraising | $1,855 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,521 | TotalAmt |
| Program Services | $54,357 | ProgramServicesAmt |
| Management And General | $10,852 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,933,325 | TotalAmt |
| Program Services | $2,021,422 | ProgramServicesAmt |
| Management And General | $907,313 | ManagementAndGeneralAmt |
| Fundraising | $4,590 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,853 | TotalAmt |
| Program Services | $228,426 | ProgramServicesAmt |
| Management And General | $161,827 | ManagementAndGeneralAmt |
| Fundraising | $1,600 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,776 | TotalAmt |
| Program Services | $365,416 | ProgramServicesAmt |
| Management And General | $647,837 | ManagementAndGeneralAmt |
| Fundraising | $13,523 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,400 | TotalAmt |
| Program Services | $188,441 | ProgramServicesAmt |
| Management And General | $566,878 | ManagementAndGeneralAmt |
| Fundraising | $5,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,779 | TotalAmt |
| Program Services | $1,173,985 | ProgramServicesAmt |
| Management And General | $79,483 | ManagementAndGeneralAmt |
| Fundraising | $1,311 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,783,365 | TotalAmt |
| Program Services | $1,662,094 | ProgramServicesAmt |
| Management And General | $121,271 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,854 | TotalAmt |
| Program Services | $2,377 | ProgramServicesAmt |
| Management And General | $35,413 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,691 | TotalAmt |
| Program Services | $828,225 | ProgramServicesAmt |
| Management And General | $1,180,236 | ManagementAndGeneralAmt |
| Fundraising | $22,230 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,197 | TotalAmt |
| Program Services | $12,114 | ProgramServicesAmt |
| Management And General | $213,756 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $724,299 | $192,399 | $529,317 | $2,583 |
| DUES-SUBSCRIPTIONS-PUBL | $135,343 | $99,117 | $35,291 | $935 |
| TAXES | $116,897 | $116,897 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,173 | TotalAmt |
| Program Services | $308,816 | ProgramServicesAmt |
| Management And General | $250,357 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,242,333 | TotalAmt |
| Program Services | $24,122,755 | ProgramServicesAmt |
| Management And General | $10,543,686 | ManagementAndGeneralAmt |
| Fundraising | $575,892 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,302 | BOYAmt |
| EOY | $2,212,368 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,363 | BOYAmt |
| EOY | $781,434 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,083,468 | BOYAmt |
| EOY | $2,004,098 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,844 | BOYAmt |
| EOY | $58,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,623,568 | BOYAmt |
| EOY | $2,145,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,425,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,238,746 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,455,594 | BOYAmt |
| EOY | $11,186,759 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,720,857 | BOYAmt |
| EOY | $55,122,967 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,367 | BOYAmt |
| EOY | $208,742 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,263,841 | BOYAmt |
| EOY | $15,319,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,370 | BOYAmt |
| EOY | $208,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,322,574 | BOYAmt |
| EOY | $89,246,756 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,735,560 | BOYAmt |
| EOY | $2,488,488 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,165,404 | BOYAmt |
| EOY | $11,767,904 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,667,597 | BOYAmt |
| EOY | $724,382 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,214,778 | BOYAmt |
| EOY | $6,987,690 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,783,339 | BOYAmt |
| EOY | $21,968,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,398,087 | BOYAmt |
| EOY | $62,591,084 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,148 | BOYAmt |
| EOY | $4,687,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,539,235 | BOYAmt |
| EOY | $67,278,292 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,322,574 | BOYAmt |
| EOY | $89,246,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,193,104 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,873,318 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,327,365 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $34,023,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,311,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,491,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,343,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,870,559 | CurrentTaxYearAmt |
| Total | $145,039,766 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,910,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,761,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,767,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,317,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,577,832 | CurrentTaxYearAmt |
| Total | $94,334,750 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,933,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,072,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,258,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,660,884 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,448,391 | CurrentTaxYearAmt |
| Total | $239,374,516 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $239,374,516 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,585,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,167,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,065,588 | CurrentTaxYearAmt |
| Total | $7,610,906 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $722,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,585,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,167,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,065,588 | CurrentTaxYearAmt |
| Total | $7,610,906 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $170,366 | CurrentTaxYearAmt |
| Total | $170,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,656,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,141,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,844,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,828,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,684,345 | CurrentTaxYearAmt |
| Total | $247,155,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97530 | PublicSupportPY509Pct |
| Investment Income CY | 0.03080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02470 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $182,113 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $182,113 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,284,014 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,466,127 | 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 | $273,338 | CurrentYearMinus3Amt |
| Current Year Minus2 | $152,839 | CurrentYearMinus2Amt |
| Current Year Minus1 | $212,783 | CurrentYearMinus1Amt |
| Current Year | $182,113 | CurrentYearAmt |
| Total | $821,073 | 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 | $14,346,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,736 | DepreciationAmt |
| Book Value | $14,204,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,759,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,688,069 | DepreciationAmt |
| Book Value | -$13,928,958 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,641,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,408,941 | DepreciationAmt |
| Book Value | $8,232,778 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,186,759 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN JOINT VENTURE | $12,319,140 | C |
| INVESTMENT IN ACUE | $3,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $15,319,140 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE MEDICARE BENEFIT OBLIGATION | $3,584,842 |
| DEFERRED COMPENSATION | $2,802,238 |
| OTHER LIABILITIES | $600,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,987,690 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,396,262 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,873,318 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $103,528 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | -$362,118 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$962,375 | OtherRevenueAmt |
| Revenue Not Reported | $1,652,353 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,743,909 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$308,472 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$308,472 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,435,437 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,657,205 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $103,528 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $311,344 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $414,872 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,242,333 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,242,333 | 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, 2016 AND 2015, 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, 2016 AND 2015, 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 -962,375. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -311,344. PARTNERSHIP PASSTHROUGH INCOME 2,872. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 311,344. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT OF EDUCATION | $126,648 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT OF EDUCATION | $40,021 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL DEVELOPMENT OF EDUCATION | $30,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $197,339 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $197,339 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| OHIO STATE UNIVERSITY | |||||||
| 1960 KENNY RD | COLUMBUS | OH | 43210 | 316025986 | 115 | $30,670 | INSTITUTION STRENGTHENING AND DEVELOPMENT |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 113001 | GAINESVILLE | FL | 32611 | 591867557 | 115 | $137,173 | INSTITUTION STRENGTHENING AND DEVELOPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN COUNCIL ON EDUCATION (ACE) RECEIVES FEDERAL FUNDS THROUGH ITS OFFICE OF HIGHER EDUCATION FOR DEVELOPMENT (HED) AND THE OFFICE OF LEADERSHIP AND LIFELONG LEARNING (LLL). IN ACCORDANCE WITH FEDERAL GOVERNMENT ADMINISTRATIVE REQUIREMENTS, ACE ENSURES THAT THE FUNDS ARE BEING USED FOR THEIR INTENDED PURPOSE AND THAT THERE ARE NO OMB CIRCULAR A-133 AUDIT FINDINGS THAT MAY ADVERSELY AFFECT THE USE OF THE SUBRECIPIENT'S GRANT FUNDS. OMB CIRCULAR A-133 REQUIRES ANY NON-FEDERAL ORGANIZATION EXPENDING $750,000 OR MORE IN FEDERAL AWARDS IN ANY GIVEN YEAR TO HAVE AN AUDIT CONDUCTED IN ACCORDANCE WITH STANDARDS ESTABLISHED BY THE OFFICE OF MANAGEMENT AND BUDGET (OMB). ACCORDINGLY, AN ORGANIZATION RECEIVING A SUBAWARD FROM ACE THAT MEETS THIS CRITERION IS REQUIRED TO CONDUCT AN AUDIT IN ACCORDANCE WITH OMB CIRCULAR A-133. SUBAWARDEES THAT DO NOT MEET THE CIRCULAR A-133 AUDIT REQUIREMENT ARE ASKED TO CONDUCT AN ANNUAL INDEPENDENT AUDIT. ACE USES A DATABASE TO TRACK ITS UNIVERSITY PARTNERS TO ENSURE A-133 REPORTS ARE SUBMITTED IN A TIMELY MANNER. ANNUALLY, ACE REQUESTS PARTNERSHIPS TO SUBMIT THE A-133 REPORTS OF THEIR INSTITUTIONS AND REVIEWS THE REPORTS RECEIVED FOR ANY INTERNAL CONTROL OR COMPLIANCE FINDINGS. AS PART OF THE REVIEW PROCESS, ACE CONSIDERS THE IMPACT OF ANY FINDINGS ON ITS OWN FINANCIAL RECORDS. TO ENSURE THAT THE AUDIT REPORTS ARE SUBMITTED TO ACE TIMELY, THE G&C UNIT SENDS A LETTER TO ALL ITS DOMESTIC SUBAWARDEES AROUND JULY OR AUGUST OF EVERY YEAR. THIS LETTER REQUESTS THAT THE ORGANIZATION CERTIFIES WHETHER IT IS SUBJECT TO CIRCULAR A-133 AUDIT OR NOT, AND, IF APPLICABLE, TO PROVIDE ACE WITH A COPY OF THEIR LATEST AUDIT REPORT. A SAMPLE OF THE LETTER SENT OUT TO THE AMERICAN UNIVERSITY PARTNERS IS ON EACH PARTNERSHIP AGREEMENT FILE OR IT IS KEPT ELECTRONICALLY. THE AUDIT REPORTS FOR THE PRIOR FISCAL YEAR ARE TO BE SUBMITTED TO ACE'S SENIOR CONTRACT ACCOUNTANT, WHO REVIEWS THE REPORTS AND ENTERS THEM INTO THE G&C DATABASE SYSTEM, WITH THE DATE OF RECEIPT. IN ADDITION, EVERY YEAR, ACE CONDUCTS SITE VISITS TO SELECTED SUBRECIPIENT INSTITUTIONS. THE PARTNER INSTITUTIONS TO BE VISITED ARE SELECTED BASED ON A RISK ASSESSMENT THAT IS IDENTIFIED BY STAFF DURING THE ONGOING MONITORING OF THE PARTNERSHIP ACTIVITIES. ONCE A NEED FOR A SITE VISIT IS IDENTIFIED, ACE PUTS TOGETHER A TEAM THAT WILL VISIT THE PARTNERS' INSTITUTION. THE TEAM NORMALLY CONSISTS OF TWO TO THREE MEMBERS OF THE G&C UNIT, PLUS THE PROGRAM SPECIALIST IN CHARGE OF THE PARTNERSHIP. IN SOME CASES, A MEMBER OF THE ACE LEGAL COUNSEL ALSO ATTENDS THESE VISITS. DURING THE SITE VISITS, THE GRANTS AND CONTRACTS UNIT STAFF REVIEW FINANCIAL RECORDS (I.E. QUARTERLY FINANCIAL AND COST SHARE REPORTS) AND OBTAIN SUPPORTING DOCUMENTATION TO SUBSTANTIATE THE AMOUNTS REPORTED TO ACE. THE PROGRAM SPECIALIST REVIEWS DOCUMENTATION OF PROGRAMMATIC NATURE AND INTERVIEWS THE PROGRAM DIRECTOR TO ASSESS THE PROGRESS AND THE STATUS OF THE PARTNERSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET BROAD | ||||||||||||||
| EX OFFICIO | $560,357 | $0 | $112,455 | $0 | $5,966 | $0 | $181,800 | $0 | $114,558 | $0 | $975,136 | $0 | $0 | $0 |
| TERRY HARTLE | ||||||||||||||
| SR VP, DGPA | $347,532 | $0 | $36,272 | $0 | $1,640 | $0 | $61,800 | $0 | $13,252 | $0 | $460,496 | $0 | $0 | $0 |
| JEFFREY DAVIES | ||||||||||||||
| VP FOR FINANCE | $311,482 | $0 | $29,827 | $0 | $1,587 | $0 | $31,800 | $0 | $10,790 | $0 | $385,486 | $0 | $0 | $0 |
| PATTI PETERSON | ||||||||||||||
| PRESIDENTIAL ADVISOR/GLOBAL INITIATI | $308,882 | $0 | $29,664 | $0 | $5,823 | $0 | $31,800 | $0 | $6,142 | $0 | $382,311 | $0 | $0 | $0 |
| TIMOTHY MCDONOUGH | ||||||||||||||
| VP, COMMUNICATIONS & MARKETING | $292,321 | $0 | $27,465 | $0 | $1,066 | $0 | $31,800 | $0 | $26,943 | $0 | $379,595 | $0 | $0 | $0 |
| KARA FREEMAN | ||||||||||||||
| VP, ADMINISTRATION & CIO | $300,100 | $0 | $28,471 | $0 | $354 | $0 | $31,800 | $0 | $11,346 | $0 | $372,071 | $0 | $0 | $0 |
| NICOLE CHESTANG | ||||||||||||||
| VP & CHIEF STRATEGIST | $280,728 | $0 | $0 | $0 | $7,251 | $0 | $31,800 | $0 | $20,420 | $0 | $340,199 | $0 | $0 | $0 |
| LOUIS SOARES | ||||||||||||||
| VP, CPRS | $229,249 | $0 | $23,106 | $0 | $360 | $0 | $29,187 | $0 | $23,809 | $0 | $305,711 | $0 | $0 | $0 |
| LYNN GANGONE | ||||||||||||||
| VP, LEADERSHIP (BEGINNING 4/1/2015) | $195,748 | $0 | $0 | $0 | $774 | $0 | $7,950 | $0 | $11,951 | $0 | $216,423 | $0 | $0 | $0 |
| PHILIP ROGERS | ||||||||||||||
| VP & CHIEF OF STAFF | $203,406 | $0 | $20,780 | $0 | $192 | $0 | $25,707 | $0 | $20,371 | $0 | $270,456 | $0 | $0 | $0 |
| SONYA WILLIAMS | ||||||||||||||
| VP, CHIEF HR OFFICER | $212,633 | $0 | $20,694 | $0 | $508 | $0 | $25,707 | $0 | $11,758 | $0 | $271,300 | $0 | $0 | $0 |
| MOSES YOMI | ||||||||||||||
| AVP, FINANCE & BUDGET | $164,902 | $0 | $12,958 | $0 | $1,087 | $0 | $20,845 | $0 | $19,395 | $0 | $219,187 | $0 | $0 | $0 |
| DANIEL MADZELAN | ||||||||||||||
| AVP, GOVERNMENT RELATIONS | $206,000 | $0 | $15,244 | $0 | $3,048 | $0 | $24,720 | $0 | $1,848 | $0 | $250,860 | $0 | $0 | $0 |
| DEBORAH SEYMOUR | ||||||||||||||
| AVP, CEAI | $172,378 | $0 | $13,829 | $0 | $543 | $0 | $21,037 | $0 | $13,075 | $0 | $220,862 | $0 | $0 | $0 |
| BRADLEY FARNSWORTH | ||||||||||||||
| AVP, CIGE | $155,392 | $0 | $12,090 | $0 | $1,047 | $0 | $19,344 | $0 | $16,353 | $0 | $204,226 | $0 | $0 | $0 |
| LORELLE ESPINOSA | ||||||||||||||
| AVP, CPRS | $157,408 | $0 | $11,655 | $0 | $224 | $0 | $18,900 | $0 | $9,730 | $0 | $197,917 | $0 | $0 | $0 |
| FELICIA CARR | ||||||||||||||
| AVP, MARKETING & MEMBERSHIP | $164,997 | $0 | $12,209 | $0 | $569 | $0 | $19,800 | $0 | $10,175 | $0 | $207,750 | $0 | $0 | $0 |
| TULLY CORNICK | ||||||||||||||
| EXECUTIVE DIRECTOR | $146,396 | $0 | $0 | $0 | $53,235 | $0 | $17,818 | $0 | $9,645 | $0 | $227,094 | $0 | $0 | $0 |
| ANDREA BURNETT | ||||||||||||||
| SR DIRECTOR, ITS | $193,000 | $0 | $0 | $0 | $373 | $0 | $23,529 | $0 | $12,896 | $0 | $229,798 | $0 | $0 | $0 |
| MICHELLE ARMOUR | ||||||||||||||
| DIRECTOR ACCOUNTING SYSTEMS | $168,923 | $0 | $0 | $0 | $1,090 | $0 | $21,215 | $0 | $18,599 | $0 | $209,827 | $0 | $0 | $0 |
| JEANNE-MARIE PIERRELOUIS | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $129,183 | $0 | $0 | $0 | $50,243 | $0 | $16,687 | $0 | $16,283 | $0 | $212,396 | $0 | $0 | $0 |
| STEVEN BLOOM | ||||||||||||||
| DIRECTOR, FEDERAL RELATIONS | $164,843 | $0 | $0 | $0 | $313 | $0 | $20,547 | $0 | $16,569 | $0 | $202,272 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | MARGARET BROAD - HOUSING ALLOWANCE; $98,460 - NOT INCLUDED IN TAXABLE INCOME. MARGARET BROAD - HEALTH OR SOCIAL CLUB DUES; $2,730 - NOT INCLUDED IN TAXABLE INCOME. ROBERT BROAD - TRAVEL FOR COMPANION; $1,796 - NOT INCLUDED IN TAXABLE INCOME |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN AND RECEIVED THE FOLLOWING BENEFITS UNDER THE PLAN: MARGARET BROAD; $150,000 TERRY HARTLE; $30,000 |
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 | SONYA WILLIAMS IS A BOD MEMBER AT AMHIC & AN OFFICER AT ACE | RelationshipDescriptionTxt |
| Transaction | $1,996,995 | TransactionAmt |
| Transaction | INSURANCE PREMIUMS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,040,017 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE COUNCIL SHALL HAVE FOUR CLASSES OF VOTING MEMBERS (NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATIONAL MEMBERS, AND AFFILIATE MEMBERS. 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, UPON RECOMMENDATION OF THAT AGENCY BY THE PRESIDENT AND APPROVAL BY THE MEMBERSHIP COMMITTEE, AND MEET THE PROVISIONS OF BELOW, AS APPROVED BY THE BOARD OF DIRECTORS. EACH INSTITUTIONAL MEMBER SHALL BE ENTITLED TO ONE DELEGATE AND, THROUGH THAT DELEGATE, MAY CAST ONE VOTE AT COUNCIL MEETINGS. ORGANIZATION MEMBERS INCLUDE: 1. NONPROFIT ORGANIZATIONS PRIMARILY CONCERNED WITH HIGHER EDUCATION AND WHOSE MEMBERSHIP IS RESTRICTED BY LOCAL, STATE, OR REGIONAL BOUNDARIES OR OTHER CONSIDERATIONS AS APPROVED BY THE BOARD OF DIRECTORS. 2. NONPROFIT ORGANIZATIONS PRINCIPALLY ENGAGED IN ELEMENTARY OR SECONDARY EDUCATION AND WHICH ARE LOCAL, STATE, REGIONAL, OR NATIONAL IN SCOPE, AS APPROVED BY THE BOARD OF DIRECTORS. EACH ORGANIZATION MEMBER SHALL BE ENTITLED TO ONE DELEGATE AND, THROUGH THAT DELEGATE, MAY CAST ONE VOTE AT COUNCIL MEETINGS. AFFILIATE MEMBERS CONSIST OF THOSE COLLEGES, UNIVERSITIES, AND OTHER POSTSECONDARY INSTITUTIONS THAT OFFER DEGREES, ARE CANDIDATES FOR ACCREDITATION BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY AN AGENCY RECOGNIZED BY THE DEPARTMENT OF EDUCATION, UPON RECOMMENDATION OF THAT AGENCY BY THE PRESIDENT AND APPROVAL BY THE MEMBERSHIP COMMITTEE, AND MEET THE PROVISIONS IN SECTION 6, BELOW, AS APPROVED BY THE BOARD OF DIRECTORS. EACH AFFILIATE MEMBER SHALL BE ENTITLED TO ONE DELEGATE AND, THROUGH THAT DELEGATE, MAY CAST ONE VOTE AT COUNCIL MEETINGS. ASSOCIATES OF ACE SHALL BE NONVOTING SUBSCRIBERS OF ACE AND CONSIST OF INDIVIDUALS, ORGANIZATIONS, AND OTHER GROUPS CONCERNED WITH HIGHER EDUCATION THAT DO NOT FALL WITHIN THE MEMBERSHIP DEFINITIONS OF SECTIONS 1 THROUGH 4, BUT ARE INCLUDED 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 SUBSCRIBERS, SUCH AS HIGHER EDUCATION ASSOCIATIONS OR INSTITUTIONS OUTSIDE THE UNITED STATES AND ITS TERRITORIES THAT ARE RECOGNIZED BY THE APPROPRIATE AUTHORITY IN THE COUNTRY. CORPORATE SUBSCRIBERS, SUCH AS ORGANIZATIONS, CORPORATIONS, AND OTHER GROUPS IN BUSINESS AND INDUSTRY THAT ARE CONCERNED WITH HIGHER EDUCATION. FOUNDATION SUBSCRIBERS, SUCH AS FOUNDATIONS CONCERNED WITH HIGHER EDUCATION. INDIVIDUAL SUBSCRIBERS, SUCH AS INDIVIDUALS CONCERNED WITH HIGHER EDUCATION. VOTING MEMBERSHIP FOR NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATION MEMBERS OR AFFILIATE MEMBERS IS LIMITED TO INSTITUTIONS THAT ARE ENTITLED TO EXEMPTION UNDER THE FEDERAL INCOME TAX STATUTES, AS EITHER PUBLIC INSTRUMENTALITIES OR INSTITUTIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, THAT ARE EXEMPT UNDER SECTION 115(A) OR SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954 (OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW), AND ARE NOT PRIVATE FOUNDATIONS BY REASON OF SECTIONS 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE OF 1954 (OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW), AND TO THOSE DEGREE-GRANTING, FOR-PROFIT INSTITUTIONS THAT ARE ACCREDITED BY AGENCIES RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY AN AGENCY RECOGNIZED BY THE DEPARTMENT OF EDUCATION, UPON RECOMMENDATION OF THAT AGENCY BY THE PRESIDENT AND APPROVAL BY THE MEMBERSHIP COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF ACE PURSUANT TO ARTICLE X OF THE ACE CONSTITUTION RETAIN THE RIGHT TO AMEND THE CONSTITUTION BY A 2/3 VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT VERSION OF IRS FORMS 990 AND 990-T ARE INITIALLY CIRCULATED AMONG ACE'S ENTIRE BOARD PRIOR TO THE MEETING OF THE BOARD OF DIRECTORS. 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 THE BOARD MEETING. 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 | ALL RESPONSES TO CONFLICT OF INTEREST OUESTIONNAIRES ARE RECEIVED BY GENERAL COUNSEL. ANY QUESTIONS ARE ADDRESSED AND RESOLVED, ANY OUTSIDE BUSINESS RELATIONSHIPS WITH BUSINESSES DOING BUSINESS WITH THE ORGANIZATION ARE DISCLOSED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IN THE EVENT ANY CONFLICT IS IDENTIFIED, THE AUDIT COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE ORGANIZATION OBTAINS COMPARABILITY DATA TO SUPPORT SALARY ADJUSTMENTS FOR THE PRESIDENT OF THE ORGANIZATION. WHEN DETERMINING THE COMPENSATION OF THE PRESIDENT, THE ORGANIZATION RELIES UPON COMPARABILITY DATA, UTILIZES INDEPENDENT PERSONS AND MAINTAINS THE APPROPRIATE RECORDS TO SUBSTANTIATE THE DECISION MAKING PROCESS. THE SAME PROCESS IS UTILIZED FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE MOST RESENT YEAR THE PROCESS TOOK PLACE IS 2016. |
| 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 PUBLICALLY AVAILABLE ACE WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST -962,375. PARTNERSHIP PASSTHROUGH INCOME -2,872. RECOVERED GRANTS -362,118. |
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 | -$1,994,701 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $12,319,140 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.30000 | OwnershipPct |