UNITED STUDENT AID FUNDS INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: UNITED STUDENT AID FUNDS INC (EIN 94-6050341)
Tax period: 2014-10-01 to 2015-09-30
Filed: 2016-08-11
IRS object ID: 201622249349301087
Schema version: 2014v6.0
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 C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-08-11T11:26:23-05:00	ReturnTs
Tax Period End	2015-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE SUITE 4200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462045108	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	946050341	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED STUDENT AID FUNDS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	3178061231	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD NO 400	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462563307	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHEN C HAM	PersonNm
Person Title	EVP & CFO	PersonTitleTxt
Phone	3178061231	PhoneNum
Signature	2016-08-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHAWNA M JIMENEZ	PreparerPersonNm
PTIN	P01222873	PTIN
Phone	3174648600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-12-15 16:53:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM HANSEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD NO 400	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462563307	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,111,986,125	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.USAFUNDS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1960	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	192	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$62,821	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$96,736	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,221	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$547,262,952	PYProgramServiceRevenueAmt
CY Program Service Revenue	$451,734,048	CYProgramServiceRevenueAmt
PY Investment Income	$46,052,701	PYInvestmentIncomeAmt
CY Investment Income	$92,139,112	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$593,320,874	PYTotalRevenueAmt
CY Total Revenue	$543,873,160	CYTotalRevenueAmt
PY Grants And Similar Paid	$24,178,386	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$24,583,684	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$29,665,932	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$27,105,022	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$375,134,025	PYOtherExpensesAmt
CY Other Expenses	$320,787,017	CYOtherExpensesAmt
PY Total Expenses	$428,978,343	PYTotalExpensesAmt
CY Total Expenses	$372,475,723	CYTotalExpensesAmt
PY Revenues Less Expenses	$164,342,531	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$171,397,437	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,288,047,474	TotalAssetsBOYAmt
Total Assets EOY	$1,353,187,938	TotalAssetsEOYAmt
Total Liabilities BOY	$256,555,323	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$279,818,814	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,031,492,151	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,073,369,124	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UNITED STUDENT AID FUNDS, INC.'S MISSION IS TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS BY PROVIDING AND SUPPORTING FINANCIAL AND OTHER VALUED SERVICES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$27,753,212	ExpenseAmt
Revenue	$34,228,012	RevenueAmt
Desc	GUARANTEE SERVICES - UNITED STUDENT AID FUNDS, INC. MAINTAINS A PORTFOLIO OF OVER $51.8 BILLION IN OUTSTANDING EDUCATIONAL LOAN GUARANTEES IN ACCORDANCE WITH THE HIGHER EDUCATION ACT OF 1965, AS AMENDED.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$8,649,381	ExpenseAmt
Revenue	$9,253,223	RevenueAmt
Desc	DEFAULT AVERSION - UNITED STUDENT AID FUNDS, INC. WORKED WITH BORROWERS AND SUCCESSFULLY AVERTED DEFAULTS ON OVER $18.9 BILLION OF DELINQUENT EDUCATIONAL LOANS REPORTED BY LENDERS IN THE CURRENT YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$268,811,968	ExpenseAmt
Revenue	$347,618,685	RevenueAmt
Desc	COLLECTION ON DEFAULTED LOANS - UNITED STUDENT AID FUNDS, INC. SUCCESSFULLY COLLECTED OVER $1.9 BILLION ON DEFAULTED EDUCATIONAL LOANS IN THE CURRENT YEAR.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$34,581,067	ExpenseAmt
Grant	$24,583,684	GrantAmt
Revenue	$60,634,128	RevenueAmt
Desc	INCLUDES OTHER GUARANTOR REVENUES, AS DEFINED BY THE US HIGHER EDUCATION ACT AND ADMINISTRATIVE FEES CHARGED TO RELATED TAX EXEMPT ORGANIZATIONS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$34,581,067	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$24,583,684	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$60,634,128	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$339,795,628	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	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	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	94	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	192	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	12	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DEBORAH L MCCLOUD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3178061231	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD SUITE 400	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462563307	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
IKE BATALIS
BOARD MEMBER	8.00	1.00	Yes (X)	$65,120	$0	$0
REV WILLIAM BEAUCHAMP
BOARD MEMBER	5.00	2.00	Yes (X)	$41,000	$0	$0
BLAKE DEVITT
BOARD MEMBER	6.00	1.00	Yes (X)	$51,450	$0	$0
MARSHALL GRIGSBY
BOARD MEMBER	6.00	1.00	Yes (X)	$69,218	$0	$0
NORMAN LEFSTEIN
BOARD MEMBER THRU 12/17/14	5.00	0.00	Yes (X)	$45,921	$0	$0
ILENE NAGEL
BOARD MEMBER	6.00	1.00	Yes (X)	$50,236	$0	$0
WILLIAM NEALE
BOARD MEMBER	5.00	1.00	Yes (X)	$44,537	$0	$0
ERNEST NEWBORN II
BOARD MEMBER	7.00	1.00	Yes (X)	$43,000	$0	$0
EDWARD SCHMIDT
BOARD MEMBER	6.00	1.00	Yes (X)	$67,370	$0	$0
ERIK MORENO
BOARD MEMBER	6.00	1.00	Yes (X)	$50,500	$0	$0
MARLENE COULIS
BOARD MEMBER	5.00	1.00	Yes (X)	$64,236	$0	$0
MICHAEL KING
BOARD MEMBER	5.00	0.00	Yes (X)	$0	$0	$0
WILLIAM HANSEN
PRESIDENT & CEO	40.00	8.00	Yes (X)	$880,716	$0	$196,539	Yes (X)
STEPHEN C HAM
EVP & CFO	40.00	4.00		$420,989	$0	$85,629	Yes (X)
DAVID B BOODT
EVP & GENERAL COUNSEL	40.00	4.00		$381,204	$0	$67,456	Yes (X)
GREGORY AYERS
SVP GS/ADMIN THRU 12/19/14	40.00	1.00		$330,620	$0	$618,146	Yes (X)
ROBERT BALLARD
SVP ACC/OUT THRU 12/19/14	40.00	0.00		$350,154	$0	$682,029	Yes (X)
CAROL D'AMICO
EVP NAT ENG & MISS ADV	40.00	3.00		$344,402	$0	$40,230	Yes (X)
MARK PELESH
EVP CORP & BUS DEV	40.00	3.00		$394,149	$0	$63,048	Yes (X)
LARRY LUTZ
SVP STUDENT FIN PROG	40.00	2.00		$325,494	$0	$40,071	Yes (X)
CRAIG P ANDERSON
SVP BUS DEV	40.00	0.00		$286,659	$0	$28,858	Yes (X)
DEBORAH MCCLOUD
VP & CONTROLLER	30.00	5.00		$183,688	$0	$50,187		Yes (X)
LEONARD GURIN
VP CASH & INVESTMENTS	40.00	0.00		$194,398	$0	$52,014		Yes (X)
JONI M ANDERSON
VP & SR CORP COUNSEL	30.00	10.00		$202,840	$0	$47,652			Yes (X)
KAREN L DEVILLA
SENIOR PROGRAM OFFICER	20.00	20.00		$187,435	$0	$212,057			Yes (X)
HENRY L FERNANDEZ
SENIOR PROGRAM OFFICER	40.00	0.00		$214,784	$0	$140,645			Yes (X)
DAVID C LONG
VP OF SALES	40.00	0.00		$213,740	$0	$52,134			Yes (X)
MILAN D TESANOVICH
BUSINESS DEVELOPMENT	40.00	0.00		$190,144	$0	$51,898			Yes (X)
CARL DALSTROM
FORMER PRESIDENT & CEO	0.00	0.00		$274,881	$0	$0				Yes (X)
DENISE B FESER
FORMER VP SSS	0.00	0.00		$629,071	$0	$1,559				Yes (X)
TERRY MUILENBURG
FORMER SVP GOV'T RELATIONS	0.00	0.00		$871,873	$0	$42,617				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$7,469,829	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,472,769	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	69	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
NAVIENT
11100 USA PARKWAY	FISHERS	IN	46038	GUARANTOR SERVICES	$336,776,126
LANDMARK MEDIA ENTERPRISES LLC
150 WEST BRAMBLETON AVENUE	NORFOLK	VA	235102075	DATA HOSTING	$661,315
ERNST & YOUNG
111 MONUMENT CIR 4000	INDIANAPOLIS	IN	46204	ACCOUNTING & AUDIT SERVICES	$391,000
MORGAN LEWIS & BOCKIUS LLP
1800 M STREET NW	WASHINGTON	DC	200365869	LEGAL FEES	$377,750
KELLY SERVICES INC
1212 SOLUTIONS CENTER	CHICAGO	IL	606771002	CONTRACTOR SERVICES	$375,907

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	27	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COLLECTIONS ON DEFAULT	611710	$347,618,685	$347,618,685
GUARANTEE SERVICES	611710	$34,228,012	$34,228,012
DEFAULT AVERSION FEES	611710	$9,253,223	$9,253,223

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$60,634,128	TotalRevenueColumnAmt
Related Or Exempt Func Income	$60,634,128	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$451,734,048	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,509,671	TotalRevenueColumnAmt
Unrelated Business Revenue	$62,821	UnrelatedBusinessRevenueAmt
Exclusion	$19,446,850	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$620,825,050	SecuritiesAmt
Other	$19,917,356	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$568,112,965	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$52,712,085	SecuritiesAmt
Other	$19,917,356	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$72,629,441	TotalRevenueColumnAmt
Exclusion	$72,629,441	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$543,873,160	TotalRevenueColumnAmt
Related Or Exempt Func Income	$451,734,048	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$62,821	UnrelatedBusinessRevenueAmt
Exclusion	$92,076,291	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$24,333,684	TotalAmt
Program Services	$24,333,684	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$250,000	TotalAmt
Program Services	$250,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,381,012	TotalAmt
Management And General	$5,381,012	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$15,795,518	TotalAmt
Program Services	$4,666,349	ProgramServicesAmt
Management And General	$11,129,169	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$501,080	TotalAmt
Program Services	$144,569	ProgramServicesAmt
Management And General	$356,511	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,294,635	TotalAmt
Program Services	$1,239,066	ProgramServicesAmt
Management And General	$3,055,569	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,132,777	TotalAmt
Program Services	$299,872	ProgramServicesAmt
Management And General	$832,905	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,348,111	TotalAmt
Program Services	$467,726	ProgramServicesAmt
Management And General	$880,385	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$431,940	TotalAmt
Management And General	$431,940	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$174,006	TotalAmt
Management And General	$174,006	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,514,394	TotalAmt
Management And General	$1,514,394	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,298,243	TotalAmt
Program Services	$1,765,928	ProgramServicesAmt
Management And General	$3,532,315	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$419,656	TotalAmt
Program Services	$112,291	ProgramServicesAmt
Management And General	$307,365	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$83,585	TotalAmt
Program Services	$23,075	ProgramServicesAmt
Management And General	$60,510	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,111,900	TotalAmt
Program Services	$597,516	ProgramServicesAmt
Management And General	$1,514,384	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,155,423	TotalAmt
Management And General	$1,155,423	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,105,589	TotalAmt
Program Services	$143,121	ProgramServicesAmt
Management And General	$962,468	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$577,704	TotalAmt
Program Services	$64,930	ProgramServicesAmt
Management And General	$512,774	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,866	TotalAmt
Management And General	$2,866	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$361,679	TotalAmt
Management And General	$361,679	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$407,360	TotalAmt
Management And General	$407,360	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
COLLECTION EXPENSE	$246,811,968	$246,811,968	$0	$0
ACCT. MAINT. & ISSUANCE	$27,753,212	$27,753,212	$0	$0
CONTINGENT EXPENSE	$22,000,000	$22,000,000	$0	$0
DEFAULT AVERSION FEES	$8,649,381	$8,649,381	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$580,000	TotalAmt
Program Services	$472,940	ProgramServicesAmt
Management And General	$107,060	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$372,475,723	TotalAmt
Program Services	$339,795,628	ProgramServicesAmt
Management And General	$32,680,095	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$31,158,138	BOYAmt
EOY	$7,806,557	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$47,349,328	BOYAmt
EOY	$45,984,082	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$23,568,794	BOYAmt
EOY	$18,559,075	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,417,992	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,602,213	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$921,189	BOYAmt
EOY	$815,779	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$485,381,213	BOYAmt
EOY	$401,955,917	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$471,022,131	BOYAmt
EOY	$626,310,782	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$228,646,681	BOYAmt
EOY	$251,755,746	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,288,047,474	BOYAmt
EOY	$1,353,187,938	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$57,178,942	BOYAmt
EOY	$81,725,590	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$14,326,760	BOYAmt
EOY	$18,997,064	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$27,881,459	BOYAmt
EOY	$22,097,448	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$157,168,162	BOYAmt
EOY	$129,998,712	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$27,000,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$256,555,323	BOYAmt
EOY	$279,818,814	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,031,492,151	BOYAmt
EOY	$1,073,369,124	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,031,492,151	BOYAmt
EOY	$1,073,369,124	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,288,047,474	BOYAmt
EOY	$1,353,187,938	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$171,397,437	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$122,997,587	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$6,522,877	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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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 Minus2 Years	$147,909	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,221	CurrentTaxYearMinus1YearAmt
Total	$153,130	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$392,137,408	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$419,207,130	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$496,160,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$547,262,952	CurrentTaxYearMinus1YearAmt
Current Tax Year	$451,734,048	CurrentTaxYearAmt
Total	$2,306,502,080	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$392,137,408	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$419,207,130	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$496,308,451	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$547,268,173	CurrentTaxYearMinus1YearAmt
Current Tax Year	$451,734,048	CurrentTaxYearAmt
Total	$2,306,655,210	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$125,000	CurrentTaxYearMinus2YearsAmt
Total	$125,000	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$125,000	CurrentTaxYearMinus2YearsAmt
Total	$125,000	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$2,306,530,210	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,372,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,931,613	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,783,084	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,729,082	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,446,850	CurrentTaxYearAmt
Total	$85,263,353	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,372,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,931,613	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,783,084	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,729,082	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,446,850	CurrentTaxYearAmt
Total	$85,263,353	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year	$44,477	CurrentTaxYearAmt
Total	$44,477	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$406,510,132	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$435,138,743	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$514,091,535	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$564,997,255	CurrentTaxYearMinus1YearAmt
Current Tax Year	$471,225,375	CurrentTaxYearAmt
Total	$2,391,963,040	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.96430	PublicSupportCY509Pct
Public Support PY509	0.96730	PublicSupportPY509Pct
Investment Income CY	0.03560	InvestmentIncomeCYPct
Investment Income PY	0.03260	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$0	PoliticalExpendituresAmt
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$136,083	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$40,000	OtherActivitiesAmt
Total Lobbying Expenditures	$176,083	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	UNITED STUDENT AID FUNDS, INC. PAYS DUES TO THE UNITED STATES CHAMBER OF COMMERCE - A PORTION OF WHICH IS ALLOCABLE TO LOBBYING ACTIVITIES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$230,230	OtherCostOrOtherBasisAmt
Depreciation	$156,196	DepreciationAmt
Book Value	$74,034	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,210,318	OtherCostOrOtherBasisAmt
Depreciation	$1,606,597	DepreciationAmt
Book Value	$603,721	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$977,444	OtherCostOrOtherBasisAmt
Depreciation	$839,420	DepreciationAmt
Book Value	$138,024	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$815,779	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (12 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIXED INCOME: CORPORATE BONDS	$154,171,228	F
FIXED INCOME: ASSET-BACKED SECURITIES	$46,802,414	F
FIXED INCOME: MUNICIPAL BONDS	$45,164,167	F
DIRECT INVESTMENTS	$11,034,770	F
HEDGE FUNDS - EQUITY	$88,093,307	F
HEDGE FUNDS - FIXED INCOME	$32,776,403	F
LIMITED LIABILITY CORPORATIONS - EQUITY	$91,036,492	F
LIMITED LIABILITY CORPORATIONS - FIXED INCOME	$40,405,017	F
LIMITED LIABILITY PARTNERSHIPS - EQUITY	$50,734,405	F
LIMITED LIABILITY PARTNERSHIPS - FIXED INCOME	$22,908,747	F
PRIVATE EQUITIES	$28,882,908	F
POOLED SEPARATE ACCOUNTS	$14,300,924	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$626,310,782	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
RECEIVABLE FROM FED FUND	$114,195,299
ASSETS HELD ON BEHALF OF FED RESERVE	$129,998,712
DUE FROM AFFILIATES	$2,516,332
DEFAULTED LOANS PURCHASED	$45,403
INSURANCE RECEIVABLE	$5,000,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$251,755,746	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	RESERVE FOR CONTINGENT LIABILITY	Desc
Amt	$27,000,000	Amt

Field	Value	IRS element (for citing)
Total Liability	$27,000,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	LIABILITIES INCURRED ON BEHALF OF THE FEDERAL RESERVE FUND.
PART X, LINE 2:	PER THE CONSOLIDATED FINANCIAL STATEMENTS OF UNITED STUDENT AID FUNDS, INC., "USA FUNDS ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERIA BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF SEPTEMBER 30, 2015 AND 2014."

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA & THE CARIBBEAN	INVESTMENTS	$94,390,870
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$28,113,279
NORTH AMERICA	INVESTMENTS	$3,395,992
EAST ASIA AND THE PACIFIC	INVESTMENTS	$730,800
SUB-SAHARAN AFRICA	INVESTMENTS	$873,082

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	$127,504,023	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$127,504,023	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (173 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
100 BLACK MEN OF AMERICA INC
141 AUBURN AVENUE	ATLANTA	GA	30303	581974429	501(C)(3)	$25,000	OPERATING GRANT
100 BLACK MEN OF INDIANAPOLIS
3901 N MERIDIAN ST SUITE 10	INDIANAPOLIS	IN	46208	351813852	501(C)(3)	$30,000	OPERATING GRANT
ADVANCEMENT THROUGH OPPORTUNITY AND KNOWLEDGE INCORPORATED
1200 W 37TH PL	LOS ANGELES	CA	90007	954415115	501(C)(3)	$500,000	OPERATING GRANT
ALAMO COMMUNITY COLLEGE DISTRICT FOUNDATION
1801 MARTIN LUTHER KING DRIVE	SAN ANTONIO	TX	78203	742422589	501(C)(3)	$100,000	OPERATING GRANT
ALASKA COMMISSION ON POSTSECONDARY EDUCATION
3030 VINTAGE BLVD	JUNEAU	AK	99801	926001185	STATE OF AK	$15,520	OPERATING GRANT
AMERICAN ACTION FORUM
1747 PENNSYLVANIA AVENUE NW FIFTH	WASHINGTON	DC	20006	270567765	501(C)(3)	$100,000	OPERATING GRANT	FLOOR
AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES
1307 NEW YORK AVE NW 5TH FLOOR	WASHINGTON	DC	20005	520747578	501(C)(3)	$353,000	OPERATING GRANT
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1150 SEVENTEENTH STREET NW	WASHINGTON	DC	20036	530218495	501(C)(3)	$324,773	OPERATING GRANT
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD	DENVER	CO	80221	521573446	501(C)(3)	$200,000	OPERATING GRANT
ARIZONA COMMISSION FOR POSTSECONDARY EDUCATION
2020 NORTH CENTRAL SUITE 650	PHOENIX	AZ	85004	866004791	STATE OF AZ	$25,000	OPERATING GRANT
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
PO BOX 2260	TEMPE	AZ	85280	866051042	501(C)(3)	$250,000	OPERATING GRANT
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
2025 M ST NW SUITE 610	WASHINGTON	DC	20036	571192973	501(C)(3)	$325,000	OPERATING GRANT
ASSOCIATION OF AMERICAN COLLEGES & UNIVERSITIES
1818 R STREET NW	WASHINGTON	DC	20009	521945674	501(C)(3)	$499,798	OPERATING GRANT
ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES
1307 NEW YORK AVENUE NW SUITE 400	WASHINGTON	DC	20005	530183246	501(C)(3)	$217,500	OPERATING GRANT
BENEDICT COLLEGE
1600 HARDEN STREET	COLUMBIA	SC	29204	410969244	501(C)(3)	$20,000	DIRECTED GIFT
BEST FRIENDS FOUNDATION
PO BOX 42135	WASHINGTON	DC	20015	521844471	501(C)(3)	$75,000	OPERATING GRANT
BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA
2960 NORTH MERIDIAN SUITE 150	INDIANAPOLIS	IN	46208	351323831	501(C)(3)	$10,000	OPERATING GRANT
BISHOP NOLL INSTITUTE FOUNDATION INC
1519 HOFFMAN STREET	HAMMOND	IN	46327	310973961	501(C)(3)	$25,000	DIRECTED GIFT
BOTTOM LINE
500 AMORY STREET SUITE 1	JAMAICA PLAIN	MA	02130	043351427	501(C)(3)	$250,000	OPERATING GRANT
BRADLEY UNIVERSITY
1501 WEST BRADLEY AVENUE	PEORIA	IL	61625	370661494	501(C)(3)	$17,500	DIRECTED GIFT/MATCHING GIFTS
BRIGHAM YOUNG UNIVERSITY - IDAHO
591 NORTH 2ND EAST	REXBURG	ID	834601655	820207699	501(C)(3)	$50,000	DIRECTED GIFT
BUTLER UNIVERSITY
OFFICE OF THE VICE PRESIDENT 4600	INDIANAPOLIS	IN	46208	350867977	501(C)(3)	$6,000	MATCHING GIFTS	SUNSET AVENUE - JORDAN HALL ROOM 14
CARLTHORP SCHOOL
438 SAN VICENTE BLVD	SANTA MONICA	CA	90402	953512203	501(C)(3)	$8,250	MATCHING GIFTS
CATHOLIC TUITION SUPPORT ORGANIZATION
PO BOX 14467	TUCSON	AZ	857324467	860958969	501(C)(3)	$6,000	MATCHING GIFTS
CENTER FOR LEADERSHIP DEVELOPMENT
2425 DR MARTIN LUTHER KING JR	INDIANAPOLIS	IN	46208	351389882	501(C)(3)	$262,500	OPERATING GRANT
CENTRAL INDIANA COMMUNITY FOUNDATION INC
615 N ALABAMA ST SUITE 119	INDIANAPOLIS	IN	46204	351793680	501(C)(3)	$100,000	OPERATING GRANT
CHRISTEL HOUSE ACADEMY INC
2717 S EAST STREET	INDIANAPOLIS	IN	46225	020550824	501(C)(3)	$25,000	OPERATING GRANT
CICP FOUNDATION INC
111 MONUMENT CIRCLE SUITE 1800	INDIANAPOLIS	IN	46204	352065457	501(C)(3)	$225,000	OPERATING GRANT
CLAFLIN UNIVERSITY
400 MAGNOLIA STREET	ORANGEBURG	SC	29115	570314374	501(C)(3)	$81,000	OPERATING GRANT
COACHART
3303 WILSHIRE BLVD SUITE 1200	LOS ANGELES	CA	90010	943389547	501(C)(3)	$15,000	OPERATING GRANT
COCHISE COLLEGE FOUNDATION
4190 W HIGHWAY 80	DOUGLAS	AZ	85607	860211414	501(C)(3)	$43,400	OPERATING GRANT
COLLEGE BOUND
110 NORTH JEFFERSON	ST LOUIS	MO	63103	204768985	501(C)(3)	$200,000	OPERATING GRANT
COLUMBIA BUSINESS SCHOOL
33 W 60TH STREET 7TH FLOOR	NEW YORK	NY	10023	135598093	501(C)(3)	$10,000	DIRECTED GIFT
COMMUNITY HOSPITAL FOUNDATION INC
1500 N RITTER AVENUE	INDIANAPOLIS	IN	46219	510181688	501(C)(3)	$100,000	OPERATING GRANT
CONGREGATION OF HOLY CROSS US PROVINCE INC
PO BOX 774	NOTRE DAME	IN	46556	320344245	501(C)(3)	$35,000	DIRECTED GIFT/MATCHING GIFTS
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH STREET NW	WASHINGTON	DC	20036	521114225	501(C)(3)	$6,000	OPERATING GRANT
CONNORS STATE COLLEGE
700 COLLEGE ROAD	WARNER	OK	74469	736017987	STATE OF OK	$50,000	OPERATING GRANT
COPIAH-LINCOLN COMMUNITY COLLEGE
1028 JC REDD DRIVE	WESSON	MS	39191	646000293	STATE OF MS	$27,000	OPERATING GRANT
COUNCIL OF CHIEF STATE SCHOOL OFFICERS
ONE MASSACHUSETTS AVENUE NW SUITE	WASHINGTON	DC	20001	530198090	501(C)(3)	$248,508	OPERATING GRANT	700
CROSSROADS OF AMERICA COUNCIL BOY SCOUTS OF AMERICA
7125 FALL CREEK RD N	INDIANAPOLIS	IN	46256	350867962	501(C)(3)	$10,000	OPERATING GRANT
ECONOMIC CLUB OF INDIANA INC
1630 NORTH MERIDIAN STREET	INDIANAPOLIS	IN	46202	237381408	501(C)(3)	$10,000	OPERATING GRANT
EDUCATION COMMISSION OF THE STATES (ECS)
700 BROADWAY SUITE 810	DENVER	CO	80203	310722194	501(C)(3)	$160,500	OPERATING GRANT
EMBARC INC
200 WEST JACKSON BOULEVARD SUITE	CHICAGO	IL	60606	273453182	501(C)(3)	$19,440	OPERATING GRANT/MATCHING GIFTS	800
EXCELENCIA IN EDUCATION
1717 N ST NW 2ND FLOOR	WASHINGTON	DC	20036	200927912	501(C)(3)	$20,150	OPERATING GRANT
FAY BICCARD GLICK NEIGHBORHOOD CENTER AT CROOKED CREEK
2990 W 71ST STREET	INDIANAPOLIS	IN	46268	351738809	501(C)(3)	$10,000	OPERATING GRANT
FINANCE AUTHORITY OF MAINE
5 COMMUNITY DRIVE PO BOX 949	AUGUSTA	ME	04332	010392006	STATE OF ME	$13,000	OPERATING GRANT
FLORIDA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS
UNIVERSITY OF SOUTH FLORIDA 4202 E	TAMPA	FL	33620	592437964	501(C)(3)	$24,000	OPERATING GRANT	FOWLER AVE SVC 1102
FORTUNE ACADEMY
5626 LAWTON LOOP EAST DRIVE	INDIANAPOLIS	IN	462161013	352148108	501(C)(3)	$10,500	MATCHING GIFTS
FORUM FOR THE FUTURE OF HIGHER EDUCATION
MIT E48-402 238 MAIN STREET	CAMBRIDGE	MA	01915	043333819	501(C)(3)	$250,000	OPERATING GRANT
FOUNDATION FOR EXCELLENCE IN EDUCATION INC
215 S MONROE ST SUITE 420 PO BOX	TALLAHASSEE	FL	32302	260615175	501(C)(3)	$25,000	OPERATING GRANT	10691
GARRETT COLLEGE
687 MOSSER ROAD	MCHENRY	MD	21541	520906659	STATE OF MD	$135,378	OPERATING GRANT
GEAR UP MISSISSIPPI
3825 RIDGEWOOD ROAD SUITE 334	JACKSON	MS	39211	646000783	501(C)(3)	$25,000	OPERATING GRANT
GENESYS WORKS
14400 MEMORIAL DRIVE SUITE 200	HOUSTON	TX	77079	030440761	501(C)(3)	$500,000	OPERATING GRANT
GEORGIA STUDENT FINANCE COMMISSION (GSFC)
2082 E EXCHANGE PLACE	TUCKER	GA	30082	580951322	STATE OF GA	$18,000	OPERATING GRANT
GIRL SCOUTS OF CENTRAL INDIANA
2611 WATERFRONT PARKWAY EAST DRIVE	INDIANAPOLIS	IN	46214	350876381	501(C)(3)	$6,250	MATCHING GIFTS	SUITE 100
GLEANERS FOOD BANK OF INDIANA
3737 WALDEMERE AVENUE	INDIANAPOLIS	IN	46241	351483868	501(C)(3)	$59,894	OPERATING GRANT/MATCHING GIFTS
GRAMBLING STATE UNIVERSITY
403 MAIN ST BOX 4279	GRAMBLING	LA	71245	726000751	501(C)(3)	$35,500	OPERATING GRANT
GRANTMAKERS FOR EDUCATION
720 SW WASHINGTON STREET SUITE 605	PORTLAND	OR	97205	330919329	501(C)(3)	$25,000	OPERATING GRANT
HEALTH AND SCIENCE INNOVATIONS INC
2060 N SHADELAND AVE SUITE 110	INDIANAPOLIS	IN	46219	452836061	501(C)(3)	$10,000	OPERATING GRANT
HISPANIC SCHOLARSHIP FUND
1411 W 19TH STREET SUITE 325	GARDENA	CA	90248	521051044	501(C)(3)	$200,000	OPERATING GRANT
HUSTON-TILLOTSON UNIVERSITY
900 CHICON ST	AUSTIN	TX	78702	741180151	501(C)(3)	$100,000	OPERATING GRANT
IMANI AID INC
PO BOX 40111	INDIANAPOLIS	IN	46240	273473768	501(C)(3)	$10,000	MATCHING GIFTS
INDIANA BLACK EXPO INC
3145 N MERIDIAN ST	INDIANAPOLIS	IN	46208	351406245	501(C)(3)	$250,000	OPERATING GRANT
INDIANA COMMISSION FOR HIGHER EDUCATION
101 W OHIO STREET SUITE 550	INDIANAPOLIS	IN	46204	356000158	STATE OF IN	$499,250	OPERATING GRANT
INDIANA LATINO INSTITUTE
401 W MICHIGAN ST SUITE 100	INDIANAPOLIS	IN	46202	260036285	501(C)(3)	$150,000	OPERATING GRANT
INDIANA OPERA SOCIETY INC
4011 N PENNSYLVANIA ST	INDIANAPOLIS	IN	46205	351405179	501(C)(3)	$13,000	OPERATING GRANT
INDIANA PHILANTHROPY ALLIANCE
32 EAST WASHINGTON STREET SUITE	INDIANAPOLIS	IN	46204	351835134	501(C)(3)	$18,750	OPERATING GRANT	1100
INDIANA STATE MUSEUM FOUNDATION
650 WEST WASHINGTON STREET	INDIANAPOLIS	IN	46204	356202818	501(C)(3)	$10,000	OPERATING GRANT
INDIANA STUDENT FINANCIAL AID ASSOCIATION
1700 SOUTH MAIN ST	GOSHEN	IN	46526	351597706	501(C)(3)	$25,000	OPERATING GRANT
INDIANA UNIVERSITY FOUNDATION
PO BOX 500	BLOOMINGTON	IN	47402	356018940	501(C)(3)	$81,051	DIRECTED GIFT/MATCHING GIFTS
INDIANAPOLIS URBAN LEAGUE
777 INDIANA AVE	INDIANAPOLIS	IN	46202	356060655	501(C)(3)	$165,000	OPERATING GRANT
INNOVATEEDUCATE
228 GRIFFIN STREET	SANTA FE	NM	87501	263205739	501(C)(3)	$50,000	OPERATING GRANT
INTERNATIONAL SCHOOL OF INDIANA
4330 NORTH MICHIGAN ROAD	INDIANAPOLIS	IN	46208	351887161	501(C)(3)	$5,250	MATCHING GIFTS
IOWA COLLEGE ACCESS NETWORK
160 S 68TH ST SUITE 1101	WEST DES MOINES	IA	50266	270915418	501(C)(3)	$18,000	OPERATING GRANT
IVY ENDOWMENT INC
PO BOX 88474	INDIANAPOLIS	IN	46208	310962055	501(C)(3)	$7,500	MATCHING GIFTS
JDRF
10401 N MERIDIAN SUITE 150	INDIANAPOLIS	IN	46290	231907729	501(C)(3)	$10,000	OPERATING GRANT
JEWISH FEDERATION OF GREATER INDIANAPOLIS
6705 HOOVER ROAD	INDIANAPOLIS	IN	46260	350888017	501(C)(3)	$6,500	MATCHING GIFTS
JOBS FOR AMERICA'S GRADUATES INC
1729 KING STREET SUITE 100	ALEXANDRIA	VA	22314	521194546	501(C)(3)	$350,000	OPERATING GRANT
KANSAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS
1001 S CEDAR ST 3	OTTAWA	KS	66067	481010942	501(C)(3)	$13,000	OPERATING GRANT
KENTUCKY ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC
PO BOX 798	FRANKFORT	KY	40602	611082353	501(C)(3)	$10,000	OPERATING GRANT
KENTUCKY STATE UNIVERSITY
400 EAST MAIN STREET	FRANKFORT	KY	40601	611099712	501(C)(3)	$90,485	OPERATING GRANT
LA PLAZA INC
8902 E 38TH STREET	INDIANAPOLIS	IN	46226	300029575	501(C)(3)	$10,000	OPERATING GRANT
LEADERSUP
2401 ELLIOTT AVENUE SUITE 375	SEATTLE	WA	98121	462606773	501(C)(3)	$235,000	OPERATING GRANT
LOUISIANA OFFICE OF STUDENT FINANCIAL ASSISTANCE (LOSFA)
PO BOX 91202	BATON ROUGE	LA	70821	720591742	STATE OF LA	$14,000	OPERATING GRANT
MARIAN UNIVERSITY
3200 COLD SPRING ROAD	INDIANAPOLIS	IN	46222	350868175	501(C)(3)	$65,000	OPERATING GRANT/MATCHING GIFTS
MARTIN UNIVERSITY
2171 AVONDALE PLACE	INDIANAPOLIS	IN	46218	310970262	501(C)(3)	$232,500	OPERATING GRANT/MATCHING GIFTS
MASSACHUSETTS ASSOCIATION OF FINANCIAL AID ADMINISTRATORS
PO BOX 66003	AUBURNDALE	MA	02466	042792003	501(C)(3)	$12,000	OPERATING GRANT
MENTORING WOMEN'S NETWORK FOUNDATION INC
202 EAST MARKET STREET	INDIANAPOLIS	IN	46204	462992450	501(C)(3)	$256,000	OPERATING GRANT
MIAMI UNIVERSITY FOUNDATION
725 E CHESTNUT ST	OXFORD	OH	45056	316026014	501(C)(3)	$13,000	DIRECTED GIFT
MID-EASTERN ASSOC OF EDUCATIONAL OPPORTUNITY PROGRAM PERSONNEL
PO BOX 181	COCKEYSVILLE	MD	21030	310939782	501(C)(3)	$25,000	OPERATING GRANT
MIDWESTERN HIGHER EDUCATION COMPACT
105 5TH AVENUE SOUTH	MINNEAPOLIS	MN	55401	383011476	501(C)(3)	$200,000	OPERATING GRANT
MINNESOTA MINORITY EDUCATION PARTNERSHIP INC
2233 UNIVERSITY AVENUE WEST SUITE	SAINT PAUL	MN	55114	411699505	501(C)(3)	$14,000	OPERATING GRANT	220
MISSOURI DEPARTMENT OF HIGHER EDUCATION
PO BOX 1469 205 JEFFERSON STREET	JEFFERSON CITY	MO	65102	300249822	STATE OF MO	$14,050	OPERATING GRANT
MONTANA DEPARTMENT OF LABOR & INDUSTRY
1315 EAST LOCKEY	HELENA	MT	59601	810302402	STATE OF MT	$300,000	OPERATING GRANT
MONTANA UNIVERSITY SYSTEM
1315 EAST LOCKEY	HELENA	MT	59601	810302402	STATE OF MT	$350,000	OPERATING GRANT
MURRAY STATE COLLEGE
ONE MURRAY CAMPUS	TISHOMINGO	OK	73460	736017987	STATE OF OK	$95,000	OPERATING GRANT
NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
1101 15TH STREET NW STE 1010	WASHINGTON	DC	20005	300274709	501(C)(3)	$15,000	OPERATING GRANT
NATIONAL CENTER FOR HIGHER EDUCATION MANAGEMENT SYSTEMS (NCHEMS)
3035 CENTER GREEN DRIVE	BOULDER	CO	80301	741894594	501(C)(3)	$599,800	OPERATING GRANT
NATIONAL COLLEGE ACCESS NETWORK
1001 CONNECTICUT AVE NW SUITE 300	WASHINGTON	DC	20036	311793562	501(C)(3)	$581,900	OPERATING GRANT
NATIONAL CONFERENCE OF STATE LEGISLATURES
7700 EAST FIRST PLACE	DENVER	CO	80230	840772595	STATE OF CO	$520,926	OPERATING GRANT
NATIONAL GUARD YOUTH FOUNDATION
415 N LEE STREET	ALEXANDRIA	VA	22314	541940978	501(C)(3)	$10,000	OPERATING GRANT
NATIONAL SKILLS COALITION
1730 RHODE ISLAND AVENUE NW SUITE	WASHINGTON	DC	20036	300075580	501(C)(3)	$500,000	OPERATING GRANT	712
NATIONAL URBAN LEAGUE
120 WALL STREET 8TH FLOOR	NEW YORK	NY	10005	131840489	501(C)(3)	$600,000	OPERATING GRANT
NEW JERSEY ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC
4 QUAKERBRIDGE PLAZA	TRENTON	NJ	08625	222615338	501(C)(3)	$15,000	OPERATING GRANT
NEW SCHOOLS VENTURE FUND
1970 BROADWAY 350	OAKLAND	CA	94612	943281780	501(C)(3)	$25,000	OPERATING GRANT
NEW YORK STATE FINANCIAL AID ADMINISTRATORS ASSOCIATION INC
KINGSBOROUGH COMMUNITY COLLEGE CUNY	BROOKLYN	NY	11235	132836102	501(C)(3)	$8,200	OPERATING GRANT	FINANCIAL AID OFFICE 2001 ORIENTAL
OASFAA
SINCLAIR COMMUNITY COLLEGE	DAYTON	OH	45402	310883788	501(C)(3)	$25,000	OPERATING GRANT	FINANCIAL AID SCHOLARSHIPS 10-324A
OBERLIN COLLEGE
50 W LORAIN STREET	OBERLIN	OH	44074	340714363	501(C)(3)	$7,500	MATCHING GIFTS
OFFICE OF EDUCATION INNOVATION
5255 WINTHROP AVENUE	INDIANAPOLIS	IN	46220	352155455	501(C)(3)	$35,000	OPERATING GRANT
OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY-OKMULGEE
1801 E 4TH STREET	OKMULGEE	OK	74447	736017987	STATE OF OK	$79,119	OPERATING GRANT
OREGON STUDENT ACCESS COMMISSION
1500 VALLEY RIVER DRIVE SUITE 100	EUGENE	OR	97401	936015581	STATE OF OR	$20,000	OPERATING GRANT
PACIFIC FINANCIAL AID ASSOCIATION
1314 S KING STREET SUITE 1164	HONOLULU	HI	96814	200429061	501(C)(3)	$12,000	OPERATING GRANT
PARTNERSHIP FOR LEARNING EDUGUIDE
321 NORTH PINE STREET	LANSING	MI	48933	382955237	501(C)(3)	$19,400	OPERATING GRANT
PAUL QUINN COLLEGE
3837 SIMPSON STUART RD	DALLAS	TX	75241	741238438	501(C)(3)	$125,000	OPERATING GRANT
PEAK TO PEAK CHARTER SCHOOLS INC
800 MERLIN DR	LAFAYETTE	CO	80026	841462870	501(C)(3)	$15,000	DIRECTED GIFT
PILGRIM PLACE
625 MAYFLOWER RD	CLAREMONT	CA	91711	951691301	501(C)(3)	$20,000	MATCHING GIFTS
PROJECT LEAD THE WAY
3939 PRIORITY WAY SOUTH DRIVE SUITE	INDIANAPOLIS	IN	46240	141816385	501(C)(3)	$2,220,000	OPERATING GRANT	400
PROVIDENCE CRISTO REY HIGH SCHOOL
75 N BELLEVIEW PLACE	INDIANAPOLIS	IN	46222	203585867	501(C)(3)	$54,500	OPERATING GRANT
PURDUE UNIVERSITY
PURDUE UNIVERSITY-ACCOUNTS	CHICAGO	IL	606731235	356002041	501(C)(3)	$15,000	DIRECTED GIFT	RECEIVABLE SPONSORED PROGRAM SERVIC
READING IS FUNDAMENTAL INC
1730 RHODE ISLAND AVE NW 11TH FLOOR	WASHINGTON	DC	20036	520976257	501(C)(3)	$25,000	OPERATING GRANT	FLOOR
REBUILDING TOGETHER
414 N COLLEGE AVENUE	INDIANAPOLIS	IN	46202	352099908	501(C)(3)	$5,500	OPERATING GRANT
RHODE ISLAND STUDENT LOAN AUTHORITY(RISLA)
560 JEFFERSON BLVD SUITE 200	WARWICK	RI	02886	050395355	STATE OF RI	$12,000	OPERATING GRANT
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREET	INDIANAPOLIS	IN	46204	350868147	501(C)(3)	$72,000	OPERATING GRANT
RUST COLLEGE
150 RUST AVE	HOLLY SPRINGS	MS	38635	640303805	501(C)(3)	$43,120	OPERATING GRANT
SANIBEL CAPTIVA CONSERVATION FOUNDATION
PO BOX 839	SANIBEL	FL	33957	591205087	501(C)(3)	$10,000	MATCHING GIFTS
SOUTH CAROLINA COMMISSION ON HIGHER EDUCATION
1122 LADY STREET SUITE 300	COLUMBIA	SC	29201	570674590	STATE OF SC	$21,000	OPERATING GRANT
SOUTHERN NEW HAMPSHIRE UNIVERSITY
2500 N RIVER ROAD	MANCHESTER	NH	03106	020274509	501(C)(3)	$210,000	OPERATING GRANT
ST ANTHONY CATHOLIC SCHOOL
3400 12TH ST NE	WASHINGTON	DC	20017	530196558	501(C)(3)	$15,000	DIRECTED GIFT
ST MARIA GORETTI PARISH
17104 SPRINGMILL ROAD	WESTFIELD	IN	46074	351950891	501(C)(3)	$34,380	MATCHING GIFTS
STVINCENT HOSPITAL FOUNDATION
8402 HARCOURT ROAD SUITE 210	INDIANAPOLIS	IN	46260	356088862	501(C)(3)	$282,550	OPERATING GRANT/MATCHING GIFTS
STARFISH INITIATIVE
6958 HILLSDALE COURT	INDIANAPOLIS	IN	46250	562442758	501(C)(3)	$50,000	OPERATING GRANT
STATE HIGHER EDUCATION EXECUTIVE OFFICERS
3035 CENTER GREEN DR SUITE 100	BOULDER	CO	80301	237167258	501(C)(3)	$47,446	OPERATING GRANT
STATE OF NEVADA
209 E MUSSER STREET ROOM 200	CARSON CITY	NV	89701	886000022	STATE OF NV	$111,000	OPERATING GRANT
STUDENT ASSISTANCE FOUNDATION OF MONTANA
2500 BROADWAY PO BOX 203101	HELENA	MT	59620	810527529	501(C)(3)	$14,000	OPERATING GRANT
SUSQUEHANNA UNIVERSITY
514 UNIVERSITY AVENUE	SELINSGROVE	PA	17870	231353385	501(C)(3)	$29,000	DIRECTED GIFT/MATCHING GIFTS
TEACH FOR AMERICA
1314 N MERIDIAN ST SUITE 200	INDIANAPOLIS	IN	46202	133451913	501(C)(3)	$8,500	OPERATING GRANT
TEENWORKS
2820 N MERIDIAN STREET SUITE 1250	INDIANAPOLIS	IN	46208	462047309	501(C)(3)	$25,000	OPERATING GRANT
TENNESSEE HIGHER EDUCATION COMMISSION
SUITE 1900 PARKWAY TOWERS 404 JAMES	NASHVILLE	TN	37243	626001445	STATE OF TN	$10,000	OPERATING GRANT	ROBERTSON PARKWAY
THANKSUSA
1390 CHAIN BRIDGE RD 260	MCLEAN	VA	22101	203973151	501(C)(3)	$100,000	OPERATING GRANT
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
1555 POYDRAS STREET	NEW ORLEANS	LA	70112	720423889	501(C)(3)	$500,000	OPERATING GRANT
THE BASE
11 WALNUT PARK	ROXBURY	MA	02119	461856641	501(C)(3)	$100,000	OPERATING GRANT
THE BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20036	530196577	501(C)(3)	$245,000	OPERATING GRANT
THE INTERNATIONAL CENTER INC
ONE INDIANA SQUARE SUITE 2000	INDIANAPOLIS	IN	46204	351300785	501(C)(3)	$10,000	OPERATING GRANT
THE LINKS FOUNDATION INCORPORATED
1200 MASSACHUSETTS AVE NW	WASHINGTON	DC	20005	521170830	501(C)(3)	$30,000	OPERATING GRANT
THE OAKS ACADEMY
2301 NORTH PARK AVE	INDIANAPOLIS	IN	46205	352050595	501(C)(3)	$7,500	MATCHING GIFTS
THINK FORWARD FOUNDATION INC
1150 W 116TH STREET	CARMEL	IN	46032	271874850	501(C)(3)	$7,500	OPERATING GRANT
THRIVE 360
9250 CORPORATION DRIVE SUITE 300	INDIANAPOLIS	IN	46256	208533217	501(C)(3)	$100,000	OPERATING GRANT
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW SUITE 300	WASHINGTON	DC	20004	411750692	501(C)(3)	$200,000	OPERATING GRANT
TRUCKEE MEADOWS COMMUNITY COLLEGE FOUNDATION
ALEXANDRIA VA 22314	RENO	NV	89512	880185319	501(C)(3)	$100,000	OPERATING GRANT
US DREAM ACADEMY INC
5950 SYMPHONY WOODS RD SUITE 504	COLUMBIA	MD	21044	593514841	501(C)(3)	$100,000	OPERATING GRANT
UNITED NEGRO COLLEGE FUND
3737 N MERIDIAN STREET SUITE 203	INDIANAPOLIS	IN	46208	131624241	501(C)(3)	$213,475	OPERATING GRANT/MATCHING GIFTS
UNITED STATES CONFERENCE OF MAYORS
1620 I STREET NW 4TH FLOOR	WASHINGTON	DC	20006	530196642	501(C)(3)	$320,000	OPERATING GRANT
UNITED TRIBES TECHNICAL COLLEGE
3315 UNIVERSITY DRIVE	BISMARCK	ND	58504	450314233	501(C)(3)	$50,000	OPERATING GRANT
UNITED WAY OF CENTRAL INDIANA
3901 N MERIDIAN	INDIANAPOLIS	IN	46208	351007590	501(C)(3)	$97,016	MATCHING GIFTS
UNIVERSITY OF HAWAII
2444 DOLE STREET BACHMAN HALL 105	HONOLULU	HI	96822	990085260	501(C)(3)	$4,616,710	OPERATING GRANT
UNIVERSITY OF HAWAII MAUI COLLEGE
310 W KAAHUMANU AVENUE	KAHULUI	HI	96732	996000354	STATE OF HI	$51,754	OPERATING GRANT
UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED
700 LOMAS BLVD NE TWO WOODWARD CTR	ALBUQUERQUE	NM	87102	850275408	501(C)(3)	$14,000	OPERATING GRANT
UNIVERSITY OF NOTRE DAME DU LAC
1100 GRACE HALL	NOTRE DAME	IN	465565612	350868188	501(C)(3)	$15,000	MATCHING GIFTS
UNIVERSITY OF PENNSYLVANIA
601 FRANKLIN BLDG 3451 WALNUT ST	PHILADELPHIA	PA	191046205	231352685	501(C)(3)	$22,500	DIRECTED GIFT/MATCHING GIFTS
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVD	PORTLAND	OR	97203	930401259	501(C)(3)	$25,002	MATCHING GIFTS
UNIVERSITY OF TEXAS AT AUSTIN
MAIN BUILDING 400 G3400 P O BOX T	AUSTIN	TX	787138920	746000203	501(C)(3)	$25,000	DIRECTED GIFT
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE	MADISON	WI	53726	390743975	501(C)(3)	$24,000	DIRECTED GIFT/MATCHING GIFTS
URBAN ALLIANCE
2030 Q STREET NW	WASHINGTON	DC	20009	521938443	501(C)(3)	$500,000	OPERATING GRANT
US CHAMBER OF COMMERCE FOUNDATION
1615 H STREET NW	WASHINGTON	DC	20062	461561597	501(C)(3)	$2,093,400	OPERATING GRANT
VANGUARD CHARITABLE ENDOWMENT PROGRAM
95 WELLS AVENUE SUITE 155	NEWTON	MA	024593204	232888152	501(C)(3)	$10,000	MATCHING GIFTS
VERMONT STUDENT ASSISTANCE CORP
10 EAST ALLEN STREET PO BOX 2000	WINOOSKI	VT	05404	300216589	501(C)(3)	$15,000	OPERATING GRANT
WASHINGTON STUDENT ACHIEVEMENT COUNCIL
917 LAKERIDGE WAY SW	OLYMPIA	WA	98504	455122913	STATE OF WA	$28,500	OPERATING GRANT
WESLEYAN COLLEGE
4760 FORSYTH ROAD	MACON	GA	31210	580593438	501(C)(3)	$67,650	OPERATING GRANT
WEST VIRGINIA HIGHER EDUCATION POLICY COMMISSION
1018 KANAWHA BOULEVARD EAST SUITE	CHARLESTON	WV	25301	550517092	STATE OF WV	$18,000	OPERATING GRANT	700
WISCONSIN ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS INC
133 RIVER DRIVE	WAUSAU	WI	54403	396279228	501(C)(3)	$16,500	OPERATING GRANT
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300	JACKSONVILLE	FL	32256	202370934	501(C)(3)	$50,000	OPERATING GRANT
YEAR UP INC
45 MILK STREET - 9TH FLOOR	BOSTON	MA	02109	043534407	501(C)(3)	$300,000	OPERATING GRANT
YOUTH MENTORING INITIATIVE
PO BOX 743	FISHERS	IN	46038	262543447	501(C)(3)	$5,500	OPERATING GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	173	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FASFA COMPLETION HELP	GrantTypeTxt
Recipient	10000	RecipientCnt
Cash Grant	$250,000	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	UNITED STUDENT AID FUNDS, INC.'S GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. UNITED STUDENT AID FUNDS, INC. MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORIGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT UNITED STUDENT AID FUNDS, INC. HAS SPONSORED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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
WILLIAM HANSEN
PRESIDENT & CEO	$476,715	$0	$339,500	$0	$64,501	$0	$171,073	$0	$25,466	$0	$1,077,255	$0	$0	$0
STEPHEN C HAM
EVP & CFO	$266,818	$0	$127,719	$0	$26,452	$0	$63,261	$0	$22,368	$0	$506,618	$0	$0	$0
DAVID B BOODT
EVP & GENERAL COUNSEL	$245,515	$0	$114,653	$0	$21,036	$0	$39,490	$0	$27,966	$0	$448,660	$0	$0	$0
GREGORY AYERS
SVP GS/ADMIN THRU 12/19/14	$204,316	$0	$92,830	$0	$33,474	$0	$592,680	$0	$25,466	$0	$948,766	$0	$0	$0
ROBERT BALLARD
SVP ACC/OUT THRU 12/19/14	$221,118	$0	$105,898	$0	$23,138	$0	$658,961	$0	$23,068	$0	$1,032,183	$0	$0	$0
CAROL D'AMICO
EVP NAT ENG & MISS ADV	$230,297	$0	$108,166	$0	$5,939	$0	$30,847	$0	$9,383	$0	$384,632	$0	$0	$0
MARK PELESH
EVP CORP & BUS DEV	$261,715	$0	$123,618	$0	$8,816	$0	$37,582	$0	$25,466	$0	$457,197	$0	$0	$0
LARRY LUTZ
SVP STUDENT FIN PROG	$232,716	$0	$79,719	$0	$13,059	$0	$14,605	$0	$25,466	$0	$365,565	$0	$0	$0
CRAIG P ANDERSON
SVP BUS DEV	$221,265	$0	$63,775	$0	$1,619	$0	$892	$0	$27,966	$0	$315,517	$0	$0	$0
DEBORAH MCCLOUD
VP & CONTROLLER	$148,435	$0	$32,999	$0	$2,254	$0	$27,919	$0	$22,268	$0	$233,875	$0	$0	$0
LEONARD GURIN
VP CASH & INVESTMENTS	$150,930	$0	$34,631	$0	$8,837	$0	$25,548	$0	$26,466	$0	$246,412	$0	$0	$0
JONI M ANDERSON
VP & SR CORP COUNSEL	$151,887	$0	$34,950	$0	$16,003	$0	$26,253	$0	$21,399	$0	$250,492	$0	$0	$0
KAREN L DEVILLA
SENIOR PROGRAM OFFICER	$159,653	$0	$24,991	$0	$2,791	$0	$186,591	$0	$25,466	$0	$399,492	$0	$0	$0
HENRY L FERNANDEZ
SENIOR PROGRAM OFFICER	$160,316	$0	$40,666	$0	$13,802	$0	$113,558	$0	$27,087	$0	$355,429	$0	$0	$0
DAVID C LONG
VP OF SALES	$174,253	$0	$38,873	$0	$614	$0	$26,668	$0	$25,466	$0	$265,874	$0	$0	$0
MILAN D TESANOVICH
BUSINESS DEVELOPMENT	$151,888	$0	$33,823	$0	$4,433	$0	$28,830	$0	$23,068	$0	$242,042	$0	$0	$0
CARL DALSTROM
FORMER PRESIDENT & CEO	$0	$0	$0	$0	$274,881	$0	$0	$0	$0	$0	$274,881	$0	$0	$0
DENISE B FESER
FORMER VP SSS	$6,119	$0	$0	$0	$622,952	$0	$1,559	$0	$0	$0	$630,630	$0	$0	$0
TERRY MUILENBURG
FORMER SVP GOV'T RELATIONS	$126,923	$0	$67,987	$0	$676,963	$0	$27,962	$0	$14,655	$0	$914,490	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS TRAVEL - FIRST CLASS TRAVEL IS APPROVED FOR ALL TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION TO THE TRUSTEE. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. EVP & CFO STEVE HAM HAS BEEN APPROVED BY WILLIAM HANSEN, CEO, FOR ONE CLASS UPGRADE, WHICH MAY RESULT IN FIRST CLASS TRAVEL, DUE TO A MEDICAL CONDITION. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - GROSS-UP PAYMENTS WERE MADE FOR TEMPORARY HOUSING AND COMMUTING EXPENSES FOR ONE OF THE OFFICERS LISTED IN PART VII. UNITED STUDENT AID FUNDS, INC. INCLUDED THE ABOVE APPLICABLE EXPENSES IN THE EMPLOYEE'S W-2 AS ADDITIONAL TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES - UNITED STUDENT AID FUNDS, INC. MAY REIMBURSE EACH EMPLOYEE UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE.
PART I, LINE 4A:	THE FOLLOWING FORMER OFFICERS RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION DURING CALENDAR YEAR 2014: DENISE FESER $603,000 TERRY MUILENBURG $663,000 DURING CALENDAR YEAR 2014, SEVERANCE WAS ACCRUED FOR THE FOLLOWING OFFICERS: GREGORY AYERS $554,196 ROBERT BALLARD $609,792
PART I, LINE 4B:	THE CEO OF UNITED STUDENT AID FUNDS, INC. PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO THE CEO ARE REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO PAYMENTS WERE MADE UNDER THE PLAN DURING CALENDAR YEAR 2014.
PART I, LINE 7:	ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	EFFECTIVE FEBRUARY 12, 2015, UNITED STUDENT AID FUNDS, INC. AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS. THE SIGNIFICANT CHANGES ARE AS FOLLOWS: - USA FUNDS, INC. BECAME THE SOLE CORPORATE MEMBER OF UNITED STUDENT AID FUNDS, INC. - THE NUMBER OF THE BOARD OF TRUSTEES SHALL CONSIST OF NOT LESS THAN TEN NOR MORE THAN SIXTEEN.
FORM 990, PART VI, SECTION A, LINE 6	USA FUNDS, INC. IS THE SOLE MEMBER OF UNITED STUDENT AID FUNDS, INC. AND APPOINTS THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A	USA FUNDS, INC. IS THE SOLE MEMBER OF UNITED STUDENT AID FUNDS, INC. AS THE SOLE MEMBER, USA FUNDS HAS THE RIGHT TO (A) APPOINT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES OF UNITED STUDENT AID FUNDS, INC. AND (B) FILL ANY VACANCY ON THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B	UNITED STUDENT AID FUNDS, INC.'S SOLE MEMBER IS USA FUNDS, INC. WHICH SHALL HAVE THE RIGHTS AND DUTIES AS PROVIDED IN THE CORPORATION'S BYLAWS. IN FURTHERANCE AND NOT IN LIMITATION OF THE POWERS CONFERRED BY LAW, THE MEMBER IS EXPRESSLY AUTHORIZED TO MAKE, ADOPT, ALTER, AMEND AND REPEAL, FROM TIME TO TIME, THE BYLAWS OF THE CORPORATION. THE MEMBER SHALL ACT THROUGH ACTION TAKEN BY ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11	ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICTS OF INTEREST POLICY FOR TRUSTEES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR ANY COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. A BOARD MEMBER SHALL ADVISE THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION DETERMINATIONS OF UNITED STUDENT AID FUNDS, INC.'S CEO AND THE OTHER OFFICERS ARE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES. FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	NET ACTUARIAL GAIN RELATED TO EMPLOYEE BENEFIT PLANS -522,877. FUND BALANCE TRANSFERS TO EDUCATION AT WORK -6,000,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
NORTHWEST EDUCATION LOAN ASSOCIATION
PO BOX 6028	INDIANAPOLIS	IN	462066028	911068278	STUDENT LOAN GUARANTOR	WA	501(C)(3)	9	UNITED STUDENT AID FUNDS INC	Yes (1)
EDUCATION AT WORK
4850 SMITH ROAD	CINCINNATI	OH	45212	454035038	STUDENT EMPLOYMENT OPPORTUNITIES	OH	501(C)(3)	9	UNITED STUDENT AID FUNDS INC	Yes (1)
USA FUNDS INC
9998 CROSSPOINT BLVD STE 400	INDIANAPOLIS	IN	462563307	473044430	PARENT COMPANY	DE	501(C)(3)	11C, III-FI		0	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
EDUCATION AT WORK
R	$6,000,000	FMV
EDUCATION AT WORK
D	$1,450,000	FMV
EDUCATION AT WORK
A	$10,743	FMV
NORTHWEST EDUCATION LOAN ASSOCIATION
L	$110,760	FMV
NORTHWEST EDUCATION LOAN ASSOCIATION
Q	$121,535	COST REIMBURSEMENT