ANALYTIC SERVICES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ANALYTIC SERVICES INC (EIN 54-0695125)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201622289349300137
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T08:03:31-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 540695125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANALYTIC SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANAL | BusinessNameControlTxt |
| Phone | 7034162000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE NO N-5000 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY STRUZIK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7034162000 | PhoneNum |
| Signature | 2016-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY STRUZIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE NO N-5000 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,786,612 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANSER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PRINCIPAL ACTIVITY OF ANALYTIC SERVICES INC IS TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 559 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,227,287 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,563,852 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,008,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,959,389 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,387 | PYOtherRevenueAmt |
| CY Other Revenue | $22,160 | CYOtherRevenueAmt |
| PY Total Revenue | $88,250,122 | PYTotalRevenueAmt |
| CY Total Revenue | $84,545,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,991,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,173,752 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,803,903 | PYOtherExpensesAmt |
| CY Other Expenses | $34,085,813 | CYOtherExpensesAmt |
| PY Total Expenses | $87,795,042 | PYTotalExpensesAmt |
| CY Total Expenses | $87,259,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $455,080 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,714,164 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,583,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,459,710 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,773,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,312,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,810,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,147,091 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ANALYTIC SERVICES INC. (ANSER) WAS ESTABLISHED IN 1958 AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CORPORATION TO CONTRIBUTE TO THE SECURITY AND PUBLIC WELFARE OF THE UNITED STATES. ANSER'S PRINCIPAL ACTIVITY IS TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. THE ANSER STAFF CONTRIBUTES DIRECTLY AND SIGNIFICANTLY TO PROBLEM SOLVING IN THE PUBLIC INTEREST THROUGH SYSTEMS ANALYSIS AND EVALUATION, OPERATIONS RESEARCH, INVESTIGATION OF TECHNICAL FEASIBILITY AND DEVELOPMENT AND APPLICATION OF PLANNING METHODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $68,708,669 | ExpenseAmt |
| Revenue | $79,563,852 | RevenueAmt |
| Desc | ANALYTIC SERVICES INC. PROVIDES INDEPENDENT STUDIES AND ANALYSES TO AID KEY DECISION-MAKERS IN THE EXTENDED NATIONAL SECURITY AND HOMELAND SECURITY COMMUNITIES, DELIVERING PROFESSIONAL SERVICES THROUGH ITS TWO OPERATING UNITS - NATIONAL SECURITY GROUP (NSG) AND THE HOMELAND SECURITY GROUP (HSG), FORMERLY KNOWN AS ANSER AND THE HOMELAND SECURITY STUDIES AND ANALYSIS INSTITUTE (HSSAI).ANSERADVANCING CRITICAL NATIONAL PRIORITIESTHE ANSER OPERATING UNIT PROVIDES TECHNICAL AND PROGRAMMATIC SUPPORT TO KEY COMPONENTS OF THE AIR FORCE, BUT ALSO SUPPORTS CLIENTS ACROSS THE NATIONAL SECURITY COMMUNITY WITH PARTICULAR FOCUS ON: JOINT OPERATIONS-GOVERNMENT ENTITIES THAT MUST WORK TOGETHER TO ADDRESS NATIONAL SECURITY CHALLENGES THROUGH THE IMPLEMENTATION OF COMMON AND INTERSECTING FUNCTIONS. INTELLIGENCE-THE NEW, REORGANIZED, AND EXISTING INTELLIGENCE COMMUNITY.ANTI-TERRORISM/FORCE PROTECTION-THOSE WHO IMPLEMENT OR INFLUENCE THE ALL-HAZARDS RISK ANALYSIS CONTINUUM. SCIENCE & TECHNOLOGY-THE COMMUNITY THAT ENABLES OUR NATION TO ADVANCE ITS SECURITY POSTURE AND COMPETITIVE POSITION THROUGH TECHNOLOGICAL ACHIEVEMENT.IMPLEMENTING EFFECTIVE PUBLIC SECTOR OPERATIONS-ANSER APPLIES ITS TALENTS TO ASSIST CLIENTS WHO ARE UNITED BY THEIR RESPONSIBILITIES TO IMPLEMENT EFFECTIVE PUBLIC SECTOR OPERATIONS. GOVERNMENT LEADERSHIP, AT ALL LEVELS, IS TASKED WITH ENSURING THE BEST AND MOST EFFICIENT OPERATIONS WHILE ACHIEVING MISSION GOALS AND OBJECTIVES. ANSER CONTRIBUTES THROUGH THE FOLLOWING EFFORTS:ENTERPRISE SYSTEMS & PLANNING-HELPING ORGANIZATIONS DEVELOP AND INTEGRATE THEIR BUSINESS PROCESSES AND CONTINUOUSLY ENHANCE PERFORMANCE. OPERATIONS ANALYSIS & MANAGEMENT-CONDUCTING SYSTEMS ANALYSIS, RESOURCE PLANNING, AND PROGRAM MANAGEMENT TO ENABLE CLIENTS TO IMPROVE THEIR CORE MISSION OPERATIONS. EMERGING INITIATIVES-KEEPING A VIGILANT EYE ON NEW WAYS TO EXTEND ANSER'S FIFTY-YEAR LEGACY OF UNBIASED SUPPORT.HOMELAND SECURITY GROUP (HSG)THE HOMELAND SECURITY GROUP (HSG) OPERATING UNIT IS A FEDERALLY FUNDED RESEARCH AND DEVELOPMENT CENTER ESTABLISHED IN 2004 BY THE DEPARTMENT OF HOMELAND SECURITY (DHS). ANALYTIC SERVICES INC. OPERATES THIS IN ACCORDANCE WITH A COMPETITIVELY AWARDED CONTRACT.THE NEED FOR HSG WAS DOCUMENTED IN THE NATIONAL RESEARCH COUNCIL'S 2002 REPORT, MAKING THE NATION SAFER: THE ROLE OF SCIENCE AND TECHNOLOGY IN COUNTERING TERRORISM, AND MANDATED BY LEGISLATION IN THE HOMELAND SECURITY ACT OF 2002.HSG'S FUNDAMENTAL ROLE IS TO:PROVIDE AN INDEPENDENT, SCIENTIFIC, AND TECHNICAL RESOURCE FOR THE HOMELAND SECURITY COMMUNITY.ANALYZE HOMELAND SECURITY ISSUES, TRENDS, POLICIES, AND PRACTICES.FACILITATE INNOVATION AND IMPROVED HOMELAND SECURITY SOLUTIONS.HSG EXECUTES ITS RESPONSIBILITIES THROUGH NINE CAPABILITIES: 1.RISK ANALYSIS-IMPACTS EVERY HOMELAND SECURITY DECISION AT EVERY LEVEL (STRATEGIC, OPERATIONAL, AND TACTICAL).2.OPERATIONS ANALYSIS-IMPROVES REAL-WORLD PROCESSES AND OPERATIONS.3.THREAT ANALYSIS-HELPS TO IDENTIFY EXISTING AND EMERGING THREATS TO THE HOMELAND.4.SYSTEMS ANALYSIS-ILLUMINATES COMPLEX INTERDEPENDENCIES, SYNERGIES, TRADEOFFS.5.INFORMATION SHARING ANALYSIS-IMPROVES EFFECTIVENESS AND EFFICIENCY OF HOMELAND SECURITY OPERATIONS WITHIN AND BETWEEN ALL LEVELS OF GOVERNMENT AND THE PRIVATE SECTOR.6.POLICY AND PLANNING ANALYSIS-SETS THE DIRECTION FOR THE HOMELAND SECURITY ENTERPRISE.7.PROGRAM ANALYSIS-IDENTIFIES SOLUTIONS THAT CAN FILL GAPS IN HOMELAND SECURITY CAPABILITIES.8.SCIENCE AND TECHNOLOGY ASSESSMENTS-ENSURES THAT ADVANCES IN SCIENCE AND TECHNOLOGY DELIVER TANGIBLE BENEFITS TO END USERS.9.TRAINING, EDUCATION, & PROFESSIONAL DEVELOPMENT-ENSURES THAT THE HOMELAND SECURITY WORKFORCE HAS THE NECESSARY COMPETENCIES. | Desc |
| Total Program Service Expenses | $68,708,669 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 559 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK CLARK DIRECTOR OF FINANCE & CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034162000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE SUITE N-5000 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RONALD E CUNEO | |||||||
| TRUSTEE, CHAIR | 2.00 | Yes (X) | $46,000 | $0 | $0 | ||
| THOMAS I APPERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||
| DR JULIAN M EARLS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||
| DR DELORES ETTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $26,000 | $0 | $0 | ||
| GEN JOHN A GORDONUSAF RET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $25,000 | $0 | $0 | ||
| JOHN C INGLIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $12,250 | $0 | $0 | ||
| JOANNE O ISHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||
| DR RONALD L KERBER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $35,000 | $0 | $0 | ||
| GEN JOHN FSATTLERUSMC RET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $28,000 | $0 | $0 | ||
| K DUNLOP SCOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $28,000 | $0 | $0 | ||
| GENCRAIG RMCKINLEYUSAFRET | |||||||
| TRUSTEE | 1.00 | Yes (X) | $31,000 | $0 | $0 | ||
| DR PAUL N STOCKTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $35,500 | $0 | $0 | ||
| DR RUTH DAVID | |||||||
| CEO, TRUSTEE | 40.00 | Yes (X) | $563,133 | $0 | $282,459 | Yes (X) | |
| JOAN ZAORSKI | |||||||
| SR. VP/CFO/SECRETARY/TREASURER | 40.00 | $284,433 | $0 | $66,349 | Yes (X) | ||
| THOMAS BENJAMIN | |||||||
| SR. VP COO NSG OU | 40.00 | $300,116 | $0 | $31,330 | Yes (X) | ||
| DR PHILIP ANDERSON | |||||||
| SR. VP COO HSG OU | 40.00 | $289,765 | $0 | $63,487 | Yes (X) | ||
| JAMES PLAYER | |||||||
| VP | 40.00 | $278,959 | $0 | $31,516 | Yes (X) | ||
| MICHAEL MCGRATH | |||||||
| VP | 40.00 | $242,276 | $0 | $42,754 | Yes (X) | ||
| ROBERT TUOHY | |||||||
| VP | 40.00 | $229,022 | $0 | $43,709 | Yes (X) | ||
| KARL SEMANCIK | |||||||
| VP | 40.00 | $241,184 | $0 | $29,980 | Yes (X) | ||
| ROBERT W EDSON | |||||||
| VP | 40.00 | $235,614 | $0 | $42,938 | Yes (X) | ||
| DANIEL WRIGHT | |||||||
| VP & GENERAL COUNSEL | 40.00 | $258,577 | $0 | $47,897 | Yes (X) | ||
| KEITH SAULS | |||||||
| VP | 40.00 | $233,205 | $0 | $28,872 | Yes (X) | ||
| GARY GACKSTETTER | |||||||
| DISTINGUISHED ANALYST 6 | 40.00 | $209,909 | $0 | $25,705 | Yes (X) | ||
| PETER CHAMPAGNE | |||||||
| TECHNICAL MANAGER 3 | 40.00 | $216,979 | $0 | $26,579 | Yes (X) | ||
| MARGARET JOANNE VELARDO | |||||||
| TECHNICAL MANAGER 3 | 40.00 | $230,445 | $0 | $33,819 | Yes (X) | ||
| CHARLES BROWNSTEIN | |||||||
| DISTINGUISHED ANALYST 6 | 40.00 | $203,797 | $0 | $24,860 | Yes (X) | ||
| STEPHEN HOPKINS | |||||||
| TECHNICAL MANAGER 3 | 40.00 | $209,008 | $0 | $39,959 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,586,172 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $862,213 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 213 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARTLIN CONSULTING LLC | |||||
| 12587 FAIR LAKES CIRCLE STE 271 | FAIRFAX | VA | 22033 | CONSULTING | $1,506,736 |
| GOLDEN KEY GROUP | |||||
| 6728 CEDAR SPRING ROAD | CENTERVILLE | VA | 20121 | CONSULTING | $1,345,804 |
| TASC | |||||
| 35 NEW ENGLAND BUSINESS CTR DR STE | ANDOVER | MA | 01810 | CONSULTING | $1,339,157 |
| DILIGENT INNOVATIONS INC | |||||
| 8270 GREENSBORO DR STE 1000 | MCLEAN | VA | 22102 | CONSULTING | $1,153,254 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 1800 TYSONS BLVD STE 900 | MCLEAN | VA | 22102 | CONSULTING | $1,032,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTS FROM GOV'T | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $79,563,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,563,852 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,563,852 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,651,855 | TotalRevenueColumnAmt |
| Exclusion | $1,651,855 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,548,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,134,304 | SecuritiesAmt |
| Other | $106,907 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,414,441 | SecuritiesAmt |
| Other | -$106,907 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,307,534 | TotalRevenueColumnAmt |
| Exclusion | $3,307,534 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,160 | TotalRevenueColumnAmt |
| Exclusion | $22,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,160 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,545,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,563,852 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,981,549 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,111,577 | TotalAmt |
| Program Services | $766,340 | ProgramServicesAmt |
| Management And General | $3,345,237 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,621,133 | TotalAmt |
| Program Services | $30,459,382 | ProgramServicesAmt |
| Management And General | $4,161,751 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,816,293 | TotalAmt |
| Program Services | $3,091,197 | ProgramServicesAmt |
| Management And General | $725,096 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,595,392 | TotalAmt |
| Program Services | $5,696,544 | ProgramServicesAmt |
| Management And General | $1,898,848 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,357 | TotalAmt |
| Program Services | $2,272,018 | ProgramServicesAmt |
| Management And General | $757,339 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,530 | TotalAmt |
| Management And General | $122,530 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,565 | TotalAmt |
| Management And General | $476,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991,440 | TotalAmt |
| Program Services | $405,445 | ProgramServicesAmt |
| Management And General | $1,585,995 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,454 | TotalAmt |
| Program Services | $129,726 | ProgramServicesAmt |
| Management And General | $46,728 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,652 | TotalAmt |
| Program Services | $1,593,555 | ProgramServicesAmt |
| Management And General | $16,097 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,671,552 | TotalAmt |
| Program Services | $2,258,796 | ProgramServicesAmt |
| Management And General | $412,756 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,168 | TotalAmt |
| Program Services | $1,125,032 | ProgramServicesAmt |
| Management And General | $125,136 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,740 | TotalAmt |
| Program Services | $972,522 | ProgramServicesAmt |
| Management And General | $450,218 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,856 | TotalAmt |
| Management And General | $139,856 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTOR | $20,577,381 | $19,938,112 | $639,269 |
| WRITEOFF IMPAIRED ASSET | $3,647,475 | $3,647,475 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,259,565 | TotalAmt |
| Program Services | $68,708,669 | ProgramServicesAmt |
| Management And General | $18,550,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,019,587 | BOYAmt |
| EOY | $9,205,873 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626,323 | BOYAmt |
| EOY | $2,657,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,621,309 | BOYAmt |
| EOY | $14,828,364 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,105 | BOYAmt |
| EOY | $2,025,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,334,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,874,637 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,018,086 | BOYAmt |
| EOY | $6,459,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,928,660 | BOYAmt |
| EOY | $76,537,577 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,715 | BOYAmt |
| EOY | $1,744,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,583,785 | BOYAmt |
| EOY | $113,459,710 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,013,502 | BOYAmt |
| EOY | $8,423,419 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,211 | BOYAmt |
| EOY | $373,321 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,423,486 | BOYAmt |
| EOY | $7,515,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,773,199 | BOYAmt |
| EOY | $16,312,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,810,586 | BOYAmt |
| EOY | $97,147,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,810,586 | BOYAmt |
| EOY | $97,147,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,583,785 | BOYAmt |
| EOY | $113,459,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,714,164 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,949,331 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,713,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,473,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,811,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,227,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,563,852 | CurrentTaxYearAmt |
| Total | $483,789,676 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,713,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,473,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,811,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,227,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,563,852 | CurrentTaxYearAmt |
| Total | $483,789,676 | 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 | $483,789,676 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,188,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,112,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,763,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,651,855 | CurrentTaxYearAmt |
| Total | $6,740,309 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,188,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,112,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,763,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,651,855 | CurrentTaxYearAmt |
| Total | $6,740,309 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,160 | CurrentTaxYearAmt |
| Total | $177,048 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,737,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,781,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,945,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,005,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,237,867 | CurrentTaxYearAmt |
| Total | $490,707,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98830 | PublicSupportPY509Pct |
| Investment Income CY | 0.01370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01110 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2010 AMOUNT: $ 406. 2011 AMOUNT: $ 118,735. 2012 AMOUNT: $ 21,360. 2013 AMOUNT: $ 14,387. 2014 AMOUNT: $ 22,160. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $831,949 | OtherCostOrOtherBasisAmt |
| Depreciation | $177,872 | DepreciationAmt |
| Book Value | $654,077 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,502,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,696,765 | DepreciationAmt |
| Book Value | $5,805,674 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,459,751 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $1,644,470 |
| LIABILITIES UNDER SECTION 457(B) PLAN & SERP | $1,744,413 |
| ADVANCED RENT | $4,126,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,515,879 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $80,226,412 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,949,331 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,949,331 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,175,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $476,565 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$106,907 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $369,658 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,545,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,889,907 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,889,907 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $476,565 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$106,907 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $369,658 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,259,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ANALYTIC SERVICES INC. IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). IN ADDITION, ANALYTIC SERVICES INC. QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO ITS EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. ANALYTIC SERVICES INC. HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2015, 2014 AND 2013. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDELINE. THE ORGANIZATION WOULD BE LIABLE FOR INCOME TAXES IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS -106,907. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS -106,907. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENT | $6,242,733 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICE | $439,452 | MANAGEMENT CONSULTING |
| EAST ASIA & THE PACIFIC | 0 | 3 | PROGRAM SERVICE | $468,678 | MANAGEMENT CONSULTING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $7,150,863 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,150,863 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR RUTH DAVID | ||||||||||||||
| CEO, TRUSTEE | $500,185 | $0 | $49,500 | $0 | $13,448 | $0 | $269,500 | $0 | $12,959 | $0 | $845,592 | $0 | $0 | $0 |
| JOAN ZAORSKI | ||||||||||||||
| SR. VP/CFO/SECRETARY/TREASURER | $280,140 | $0 | $0 | $0 | $4,293 | $0 | $43,500 | $0 | $22,849 | $0 | $350,782 | $0 | $0 | $0 |
| THOMAS BENJAMIN | ||||||||||||||
| SR. VP COO NSG OU | $297,213 | $0 | $0 | $0 | $2,903 | $0 | $25,500 | $0 | $5,830 | $0 | $331,446 | $0 | $0 | $0 |
| DR PHILIP ANDERSON | ||||||||||||||
| SR. VP COO HSG OU | $287,443 | $0 | $0 | $0 | $2,322 | $0 | $43,500 | $0 | $19,987 | $0 | $353,252 | $0 | $0 | $0 |
| JAMES PLAYER | ||||||||||||||
| VP | $276,668 | $0 | $0 | $0 | $2,291 | $0 | $26,000 | $0 | $5,516 | $0 | $310,475 | $0 | $0 | $0 |
| MICHAEL MCGRATH | ||||||||||||||
| VP | $227,109 | $0 | $9,500 | $0 | $5,667 | $0 | $37,906 | $0 | $4,848 | $0 | $285,030 | $0 | $0 | $0 |
| ROBERT TUOHY | ||||||||||||||
| VP | $225,671 | $0 | $0 | $0 | $3,351 | $0 | $23,935 | $0 | $19,774 | $0 | $272,731 | $0 | $0 | $0 |
| KARL SEMANCIK | ||||||||||||||
| VP | $237,699 | $0 | $0 | $0 | $3,485 | $0 | $24,414 | $0 | $5,566 | $0 | $271,164 | $0 | $0 | $0 |
| ROBERT W EDSON | ||||||||||||||
| VP | $214,484 | $0 | $20,000 | $0 | $1,130 | $0 | $22,613 | $0 | $20,325 | $0 | $278,552 | $0 | $0 | $0 |
| DANIEL WRIGHT | ||||||||||||||
| VP & GENERAL COUNSEL | $255,013 | $0 | $0 | $0 | $3,564 | $0 | $42,900 | $0 | $4,997 | $0 | $306,474 | $0 | $0 | $0 |
| KEITH SAULS | ||||||||||||||
| VP | $231,229 | $0 | $0 | $0 | $1,976 | $0 | $23,416 | $0 | $5,456 | $0 | $262,077 | $0 | $0 | $0 |
| GARY GACKSTETTER | ||||||||||||||
| DISTINGUISHED ANALYST 6 | $207,013 | $0 | $0 | $0 | $2,896 | $0 | $20,925 | $0 | $4,780 | $0 | $235,614 | $0 | $0 | $0 |
| PETER CHAMPAGNE | ||||||||||||||
| TECHNICAL MANAGER 3 | $214,013 | $0 | $0 | $0 | $2,966 | $0 | $21,762 | $0 | $4,817 | $0 | $243,558 | $0 | $0 | $0 |
| MARGARET JOANNE VELARDO | ||||||||||||||
| TECHNICAL MANAGER 3 | $225,047 | $0 | $0 | $0 | $5,398 | $0 | $23,280 | $0 | $10,539 | $0 | $264,264 | $0 | $0 | $0 |
| CHARLES BROWNSTEIN | ||||||||||||||
| DISTINGUISHED ANALYST 6 | $203,797 | $0 | $0 | $0 | $0 | $0 | $20,045 | $0 | $4,815 | $0 | $228,657 | $0 | $0 | $0 |
| STEPHEN HOPKINS | ||||||||||||||
| TECHNICAL MANAGER 3 | $207,091 | $0 | $0 | $0 | $1,917 | $0 | $21,476 | $0 | $18,483 | $0 | $248,967 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE ORGANIZATION IN MAY 2011, ESTABLISHED A 457(F) "TOP HAT" SUPPLEMENTAL RETIREMENT PLAN FOR ITS PRESIDENT WHICH PROVIDES FOR SET ASIDE AMOUNTS ANNUALLY OVER A FIVE YEAR PERIOD. AMOUNTS REPORTABLE ON FORM 990, PART VII AND SCHEDULE J, PART II ARE INCLUDED ACCORDINGLY. |
| PART I, LINE 7 | FOR EMPLOYEES: 1. CEO REQUESTS NOMINATIONS FROM MANAGEMENT TEAM (MT) FOR SUBMISSION TO THEIR EXECUTIVE LEADERSHIP TEAM (ELT) MEMBER - TO INCLUDE NAME, PROPOSED AMOUNT (BASED ON TARGETS & GUIDELINES SHE PROVIDES), AND WRITTEN JUSTIFICATION. 2. ELT OFFICERS REVIEW AND ADJUST AS APPROPRIATE TO ASSURE CONSISTENCY WITHIN THEIR AREA OF RESPONSIBILITY; ELT AS A UNIT REVIEWS AND DISCUSSES NOMINATIONS FOR MEMBERS OF MT. 3. CEO REVIEWS ALL NOMINATIONS AND PRESENTS RECOMMENDATIONS TO BOARD. 4. BOARD REVIEWS AND DECIDES BONUSES AT ANNUAL MEETING. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS UNDER CALIFORNIA STATE LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS AND TRUSTEES ARE THE SAME PERSONS BUT THEY ACT IN DIFFERENT CAPACITIES, PURSUANT TO CALIFORNIA LAW. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY RSM US LLP BASED ON INFORMATION PROVIDED BY ANALYTIC SERVICES. THE 990 IS REVIEWED BY THE CFO AND CORPORATE COUNSEL. FEEDBACK AND CHANGES ARE PROVIDED TO RSM US LLP. AFTER CHANGES ARE MADE THE 990 IS REVIEWED BY THE AUDIT COMMITTEE, AFTER WHICH THE 990 IS SUBMITTED TO THE IRS BY ANALYTIC SERVICES INC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES OF ANALYTIC SERVICES INC. HAVE EXECUTED A NONDISCLOSURE AND CONFLICT OF INTEREST AGREEMENT. TRUSTEES AND OFFICERS AND KEY EMPLOYEES SHARE A SPECIAL RESPONSIBILITY TO UPHOLD THE CORPORATION'S LONGSTANDING AND WELL-EARNED REPUTATION FOR IMPARTIALITY, OBJECTIVITY AND INTEGRITY. TRUSTEES, OFFICERS AND KEY EMPLOYEES CONDUCT THEIR AFFAIRS TO AVOID ANY ACTUAL OR APPARENT CONFLICT OF INTEREST, AND DISCLOSE ALL RELEVANT AFFILIATIONS OR FINANCIAL INTERESTS THAT MAY BE RELATED TO ANY MATTER BEING CONSIDERED OR DECIDED. TRUSTEES, OFFICERS AND KEY EMPLOYEES WILL PROMPTLY ABSTAIN FROM PARTICIPATING IN ANY DISCUSSION OR ACTION THAT THEY KNOW MAY HAVE A SIGNIFICANT FINANCIAL AFFECT ON THEIR PERSONAL AFFILIATIONS OR FINANCIAL INTERESTS, OR THE AFFILIATIONS AND FINANCIAL INTERESTS OF A SPOUSE OR MINOR CHILDREN. IF THE TRUSTEE, OFFICER, OR KEY EMPLOYEE DISCLOSES A POTENTIAL CONFLICT OF INTEREST, THE BOARD MAY DETERMINE BY A MAJORITY VOTE THAT DISCLOSURE IS SUFFICIENT AND IT IS IN THE BEST INTERESTS OF THE CORPORATION AND ITS CLIENTS THAT THE TRUSTEE, OFFICER OR KEY EMPLOYEE CONTINUE TO PARTICIPATE IN THE MATTER. CONSISTENT WITH THE AGREEMENTS REFERENCED ABOVE, EACH TRUSTEE, OFFICER AND KEY EMPLOYEE WILL FILE ANNUALLY WITH CORPORATE COUNSEL A STATEMENT OF AFFILIATIONS, AND WILL FILE AN AMENDED STATEMENT WITHIN THIRTY DAYS OF ANY MATERIAL ADDITION TO HIS OR HER AFFILIATIONS (DELETIONS CAN BE FILED IMMEDIATELY OR HELD UNTIL THE NEXT ANNUAL FILING). AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES EACH BOARD MEMBER IS PROVIDED WITH THEIR PRIOR YEAR'S STATEMENT OF AFFILIATIONS (SOA). A SEPARATE SOA IS REQUIRED TO BE DISCLOSED ANNUALLY BY EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE. EACH BOARD MEMBER WILL UPDATE AND COMPLETE THEIR SOA AND IDENTIFY ANY POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE FROM THEIR INDIVIDUAL AFFILIATIONS. NEW TRUSTEES COMPLETE A SOA IMMEDIATELY UPON THEIR APPOINTMENT TO THE BOARD. IN ADDITION TO THE DISCLOSURES REQUIRED ABOVE, ANY TRUSTEE, OFFICER OR KEY EMPLOYEE WHO BECOMES AWARE THAT A PENDING DECISION OR ACTION UNDER THEIR AUTHORITY OR INFLUENCE MAY MATERIALLY AFFECT ANY OTHER PERSONAL AFFILIATION OR FINANCIAL INTEREST WILL PROMPTLY NOTIFY THE CEO OR CHAIRMAN AND THE CORPORATE COUNSEL, AND WILL ABSTAIN FROM ANY DISCUSSION OR ACTION ON THAT MATTER, UNLESS THE BOARD DETERMINES BY A MAJORITY VOTE THAT THE TRUSTEE OR OFFICER OR KEY EMPLOYEE SHOULD CONTINUE TO PARTICIPATE IN THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING OFFICERS AND KEY EMPLOYEES' COMPENSATION AS SET FORTH ABOVE, THE BOARD TAKES (BUT WITH KEY EMPLOYEES, USUALLY THE EXECUTIVE COMMITTEE) INTO CONSIDERATION FACTORS SUCH AS THE FOLLOWING: AVAILABLE SURVEY DATA RELATING TO COMPENSATION IN SOMEWHAT COMPARABLE POSITIONS (INCLUDING AMONG OTHER THINGS INFORMATION AVAILABLE FROM FORM 990 FILINGS); THE SALARY HISTORIES OF THE INDIVIDUALS BEING CONSIDERED AND THE ASSESSMENT OF THEIR PERFORMANCE IN THE LIGHT OF THEIR RESPECTIVE RESPONSIBILITIES; THE KNOWLEDGE WHICH MEMBERS OF THE BOARD POSSESS CONCERNING SALARY LEVELS ELSEWHERE; THE FINANCIAL POSITION OF THE CORPORATION; AND THE EXTENSIVE REVIEW WHICH THE EXECUTIVE COMMITTEE HAS MADE OF THESE MATTERS. ALL SALARY OFFERS GREATER THAN $200,000 ARE REVIEWED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |