2015-04-07T05:27:04-05:00 2014-06-30 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2013-07-01 520747578 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES AMER 2022937070 1307 NEW YORK AVENUE NW NO 5TH FL WASHINGTON DC 200054701 CATHY P JONES VP OF ADMINISTRATION & FINANCE 2022937070 2015-04-07 1 MATTHEW C DUVALL P01324790 4107205220 2013 2016-02-25 16:41:14Z CATHY P JONES 1307 NEW YORK AVE NW WASHINGTON DC 200054701 31379530 0 X WWW.AASCU.ORG X 1961 DC FORUM FOR THE EXCHANGE OF HIGHER EDUCATION TOPICS AMONG STATE UNIVERSITIES. 19 19 94 19 0 0 487334 506094 12032707 11478432 197383 2721978 305993 383668 13023417 15090172 120000 157440 0 0 8451086 8549948 0 0 0 4239356 4352821 12810442 13060209 212975 2029963 20331596 20341695 10298174 10228042 10033422 10113653 X THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) IS A PUBLIC 501 (C) (3) MEMBERSHIP ASSOCIATION ENGAGED IN THE FURTHERANCE OF PUBLIC EDUCATION AMONG STATE UNIVERSITIES IN THE UNITED STATES OF AMERICA AND ITS' TERRITORIES. 1 0 3315120 157440 3929798 CONTRACTS AND GRANTS. REPRESENTS THE LARGEST PROGRAM SERVICE BY EXPENSES DUE TO A CONTRACT WITH THE DEPARTMENT OF DEFENSE TO SUPPORT UNIVERSITIES PROVIDING DEGREE AWARDING PROGRAMS TO ACTIVE AND INACTIVE MEMBERS OF THE ARMED FORCES,THE "SERVICEMEMBER'S OPPORTUNITY COLLEGE". THE COURSES ARE TAUGHT BY RESPECTIVE UNIVERSITIES WHO ALSO MAINTAIN THE STUDENT'S RECORDS. THE NUMBER OF STUDENTS MAY RANGE UP TO SEVERAL HUNDRED THOUSAND. 1452737 721512 ACADEMIC LEADERSHIP AND CHANGE. REPRESENTS OUR SECOND LARGEST PROGRAM. IT RESEARCHES AND CONDUCTS CONFERENCES ON ACADEMIC GOALS SUCH AS TEACHER EDUCATION, GRADUATION RATES, AND OTHER IDEAS ON UNIVERSITY PERFOMANCE AND ACHIEVEMENT AMONG NEARLY 400 STATE COLLEGES AND UNIVERSITIES. 986835 1280281 GRANT RESOURCES CENTER REPRESENTS THE THIRD LARGEST PROGRAM. IT RESEACHES AND PROVIDES INFORMATION ON FEDERAL FUNDING AND GRANT/CONTRACT WRITING THROUGH PUBLICATIONS, WEB CONFERENCES, A RESOURCE-RICH WEBSITE, AND MEETINGS WITH NEARLY 400 STATE COLLEGES AND UNIVERSITIES. 2555364 5930509 OTHER PROGRAMS:COMMUNICATIONS: PUBLISHES AASCU NEWSLETTERS, MAGAZINES, AND STUDIES ON TOPICS AFFECTING THE UNIVERSITIES AS A CONDUIT OF EXCHANGE.MEMBERSHIP PROGRAMS: CONDUCTS TWO ANNUAL MEETINGS WITH UNIVERSITY PRESIDENTS ON ADMINISTRATION AND SUBJECTS TO BE CARRIED OUT BY AASCU AND CONDUCTS TRAINING SEMINARS FOR UNIVERSITY PRESIDENTS ON EXPERIENCES THEY FACED.INTERNATIONAL PROGRAMS: VARIOUS EXCHANGES AND MISSIONS TO COUNTRIES INTERESTED IN UNDERSTANDING THE PRINCIPLES OF PUBLIC HIGHER EDUCATION AND BUILDING RELATIONSHIPS WITH U.S. PUBLIC HIGHER EDUCATION INSTITUTIONS.GOVERNMENTAL RELATIONS AND POLICY ANALYSIS: IT RESEARCHES AND EXCHANGES IDEAS AMONG UNIVERSITIES AND STATE EDUCATIONAL AGENCIES ON PROGRAMS PROPOSED OR UNDERTAKEN BY THE FEDERAL AND STATE GOVERNMENTS WITH NEARLY 400 UNIVERSITIES AND STATE AGENCIES. 2555364 5930509 8310056 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 57 0 1 94 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 DC X CATHY JONES 2024784681 1307 NEW YORK AVENUE NW WASHINGTON DC 20005 PRES TOMAS MORALES CHAIR 1.70 X X 0 0 0 CHANCELLOR J KEITH MOTLEY CHAIR ELECT 1.70 X X 0 0 0 PRES DEBORAH STANLEY SECRETARY/TREASURER 1.70 X X 0 0 0 PRES MARY EVANS SIAS PAST CHAIR 1.70 X X 0 0 0 PRES RODOLFO AREVALO BOARD MEMBER 1.20 X 0 0 0 PRES F JAVIER CEVALLOS BOARD MEMBER 1.20 X 0 0 0 PRES MARY CULLINAN BOARD MEMBER 1.70 X X 0 0 0 PRES RICHARD DAVENPORT BOARD MEMBER 1.20 X 0 0 0 PRES DAVID EISLER BOARD MEMBER 1.20 X 0 0 0 PRES JERRY FARLEY BOARD MEMBER 1.20 X 0 0 0 PRES MILDRED GARCIA BOARD MEMBER 1.20 X 0 0 0 PRES DANA GIBSON BOARD MEMBER 1.20 X 0 0 0 PRES VIRGINIA HORVATH BOARD MEMBER 1.20 X 0 0 0 CHANCELLOR GLEN JOHNSON BOARD MEMBER 1.20 X 0 0 0 PRES STEPHEN JORDAN BOARD MEMBER 1.20 X 0 0 0 PRES ELAINE MAIMON BOARD MEMBER 1.20 X 0 0 0 PRES KEITH MILLER BOARD MEMBER 1.20 X 0 0 0 PRES WILLIAM RUDD BOARD MEMBER 1.20 X 0 0 0 CHANCELLOR DENNIS SHIELDS BOARD MEMBER 1.20 X 0 0 0 MURIEL HOWARD PRESIDENT, AASCU 37.50 X 508774 0 54486 CATHY P JONES VP FINANCE 37.50 X 115688 0 15954 EDWARD M ELMENDORF SENIOR VP GOVT. RELATIONS 37.50 X 240915 0 42561 GEORGE MEHAFFY VP ACADEMIC LEADERSHIP 37.50 X 212714 0 27381 DORCAS L COLVIN VP MEMER SERVICES 37.50 X 179695 0 30841 KATHRYN M SNEAD VP MILITARY & VETERAN P/S 37.50 X 173257 0 24031 SUSAN M CHILCOTT VP COMMUNICATIONS 37.50 X 146788 0 29082 JOHN M HAMMANG DIR SPEC. PROJ. & DEVEL. 37.50 X 127231 0 26646 DANIEL J HURLEY DIR STATE REL & POLICY ANA 37.50 X 123146 0 15609 RICHARD H DUNFEE DIR GRANT RESOURCE CENTER 37.50 X 120525 0 24460 1948733 0 291051 15 0 1 0 DESIGNDATA SYSTEMS INC 610 PROFESSIONAL DRIVE 102 GAITHERSBURG MD 20879 IT DATA CENTER 232201 LINCOLN PROPERTY COMPANY 910 17TH STNW PENTHOUSE WASHINGTON DC 20006 BUILDING MANAGEMENT 143211 OPEN CLUSTER SOFTWARE 1587 HUGO CIRLCE WHEATON MD 20906 TECHNOLOGY SUPPORT 100835 3 506094 506094 MEMBERSHIP DUES 611710 5848336 5848336 CONTRACTS/GRANTS 611710 4266142 4266142 MEETINGS/WORKSHOPS 611710 1360560 1360560 PUBLICATIONS 611710 3394 3394 11478432 146612 146612 18864724 16289358 2575366 2575366 2575366 OTHER 900099 383668 383668 383668 15090172 11862100 0 2721978 157440 157440 1513655 530194 983461 3935499 2770311 1165188 661164 393509 267655 1981021 1114723 866298 458609 257098 201511 23466 300 23166 32000 11256 20744 1207156 830547 376609 485226 260520 224706 225111 267666 -42555 555817 479021 76796 1062289 1039749 22540 91481 91481 262761 9267 253494 OTHER/MISC 354568 163672 190896 TRAINING/AWARD/RECRUIT. 46975 24783 22192 INTER-ASSOCIATION ACTIV 5971 5971 13060209 8310056 4750153 0 3433056 2569328 150000 1084439 1227732 256916 148707 9213104 3236023 6181609 5977081 2273984 9632397 6506691 594901 636450 20331596 20341695 3616445 3914656 150000 2199612 2344305 4307925 3935733 24192 33348 10298174 10228042 X 7814387 7992155 1219035 1121498 1000000 1000000 10033422 10113653 20331596 20341695 X 2029963 -1828052 -121680 X 0 1 X 1 1 1 X 127520 143077 243441 487334 506094 1507466 12265098 12001492 13307672 12032707 11478432 61085401 12392618 12144569 13551113 12520041 11984526 62592867 0 0 0 62592867 173786 165040 177856 197383 146612 860677 173786 165040 177856 197383 146612 860677 36173 373592 480577 305993 383668 1580003 12602577 12683201 14209546 13023417 12514806 65033547 0.96250 0.96180 0.01320 0.01490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54578 54578 13127311 13181889 809094 202274 0 0 758836 831207 790522 809094 3189659 4784489 88710 95613 71143 54578 310044 189709 207802 197631 202274 797416 1196124 0 1 X 2997098 343300 265657 308945 3297110 2698095 9035 387815 97847 2997098 2612703 9735 186478 110821 2698095 2113677 499026 2612703 1850985 262692 2113677 0.48000 0.30000 0.22000 0 0 2223859 2223859 5439883 2053143 3386740 1549362 1182880 366482 5977081 X 13262120 -1828052 -1828052 15090172 0 15090172 13060209 0 13060209 0 13060209 PART IV, LINE 2B: THE ASSOCIATION RECEIVES FUNDS ON BEHALF OF THE OFFICE FOR ACCSE AND THE ADVANCEMENT OF PUBLIC BLACK UNIVERSITITES (OAAPPU), WHICH ARE PERIODICALLY REMITTED TO SAME. AT 6/30/14, THE ASSOCIATION OWED $33,348 IN SUCH FUNDS. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT IS TO CONDUCT A FOUR-WEEK INSTITUTE ON JAPAN STUDIES IN ORDER TO SUPPORT THE INTEREST OF INCORPORATING JAPANESE STUDIES INTO THE AMERICAN UNDERGRADUATE EDUCATION CURRICULUM. PART X, LINE 2: THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 AND LATER REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION MAY FILE TAX RETURNS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE EAST ASIA & PACIFIC 0 0 PROGRAM SERVICES INFORMATIONAL EXCHANGE BETWEEN CULTURES 90465 SOUTH AMERICA 0 0 PROGRAM SERVICES INFORMATIONAL EXCHANGE BETWEEN CULTURES 577 0 0 0 0 0 0 91042 0 91042 0 0 0 0 0 0 1 UNIVERSITY SYSTEM OF MD FOUNDATION 3300 METZEROTT ROAD ADELPHI MD 20783 521125663 501(C)(3) 30000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. MISSOURI DEPARTMENT OF HIGHER EDUCATION 205 JEFFERSON ST JEFFERSON CITY MO 65102 300249822 15000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. WV HIGHER EDUCATION POLICY COMMISSION 1018 KANAWHA BLVD EAST CHARLESTON WV 25301 550517092 20000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. COOPERATIVE EDUCATIONAL SERVICE AGENCY #2 1221 INNOVATION DRIVE STE 205 WHITEWATER WI 53190 391487148 15000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. ARIZONA BOARD OF REGENTS 2020 N CENTRAL AVE STE 230 PHOENIX AZ 85004 866004791 15000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. GEORGIA STATE UNIVERSITY PO BOX 3961 ATLANTA GA 30302 586002050 7480 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. TEXAS A&M UNIVERSITY SYSTEM 301 TARROW STREET COLLEGE STATION TX 77840 742648747 IRC SECT. 115 7480 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. RESEARCH FOUNDATION AT SUNY PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 7480 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. MICHIGAN COMMUNITY COLLEGE ASSOCIATION 101 WASHINGTON SQ STE 600 LANSING MI 48933 382018394 501(C)(6) 15000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. CONNECTICUT STATE UNIVERSITY SYSTEM 39 WOODLAND STREET HARTFORD CT 06105 061360755 15000 COLLABORATIVE DESIGN, COORDINATION AND RESEARCH RELATIVE TO DEGREE QUALIFICATION CRITERIA. 2 8 PART I, LINE 2: GRANT DOCUMENTS REQUIRE THE GRANTEE TO REPORT USAGE PERIODICALLY AND AT END OF GRANT X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MURIEL HOWARD PRESIDENT, AASCU 436005 0 0 0 72769 0 51000 0 3486 0 563260 0 0 0 EDWARD M ELMENDORF SENIOR VP GOVT. RELATIONS 237207 0 0 0 3708 0 31229 0 11332 0 283476 0 0 0 GEORGE MEHAFFY VP ACADEMIC LEADERSHIP 209050 0 0 0 3664 0 27235 0 146 0 240095 0 0 0 DORCAS L COLVIN VP MEMER SERVICES 178507 0 0 0 1188 0 23425 0 7416 0 210536 0 0 0 KATHRYN M SNEAD VP MILITARY & VETERAN P/S 171287 0 0 0 1970 0 22559 0 1472 0 197288 0 0 0 SUSAN M CHILCOTT VP COMMUNICATIONS 143080 0 0 0 3708 0 18850 0 10232 0 175870 0 0 0 JOHN M HAMMANG DIR SPEC. PROJ. & DEVEL. 126043 0 0 0 1188 0 17692 0 8954 0 153877 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: THE PRESIDENT'S HUSBAND, WHO IS ALSO THE DIRECTOR OF SPOUSAL PROGRAMS FOR THE ORGANIZATION, TRAVELS ON SOME OF THIS ORGANIZATION'S INTERNATIONAL MISSIONS TO FOREIGN COUNTRIES. HE ACTS AS A GUIDE FOR THE SPOUSES OF OUR MEMBERS (STATE UNIVERSITY PRESIDENTS OR CHANCELLORS) ON THESE TRIPS. THE TRIPS ARE DESIGNED TO COORDINATE EDUCATIONAL ISSUES WITH THE EDUCATION MINISTRY AND UNIVERSITIES OF THE COUNTRIES VISITED, INCLUDING FACULTY TRAINING, STUDENT ATTENDANCE, ETC. DISCRETIONARY SPENDING ACCOUNT- AUTOMOBILE: A TAXABLE ALLOWANCE IS PROVIDED TO THE PRESIDENT BASED ON AN AGREEMENT SIGNED BY THE BOARD AND THE PRESIDENT. HOUSING ALLOWANCE: A TAXABLE HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT BASED ON AN AGREEMENT SIGNED BY THE BOARD AND THE PRESIDENT. FORM 990, PART III, LINE 2 AASCU FOUNDED A NEW RELATED ENTITY IN 2014: THE AASCU-PENSON CENTER FOR PROFESSIONAL DEVELOPMENT, LLC WAS CREATED TO ASSIST INSTITUTIONAL LEADERS IN RESPONDING TO THE BROAD RANGE OF STRATEGIC AND ORGANIZATIONAL CHALLENGES FACING ADMINISTRATORS OF AMERICAN HIGHER EDUCATION. FORM 990, PART VI, SECTION A, LINE 6 AASCU'S MEMBERS ARE COMPREHENSIVE STATE COLLEGES AND UNIVERSITIES IN THE UNITED STATES, PUERTO RICO AND GUAM. THERE ARE NO STOCKHOLDERS PER SE. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE RESPONSIBILITY TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY AT THE ASSOCIATION'S ANNUAL BUSINESS MEETING HELD IN THE FALL EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BOARD'S DECISIONS RELATED TO THE MAJOR INITIATIVES OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY THE GENERAL MEMBERSHIP OF THE ASSOCIATION AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE PROCESS FOR THE REVIEW OF THE 990 FORM REQUIRES THE EXTERNAL ACCOUNTANT TO REVIEW THE COMPLETED 990 FORM WITH THE VP OF FINANCE & ADMINISTRATION AND THE PRESIDENT OF THE ASSOCIATION. IF THERE ARE ANY MATERIAL DISCREPANCIES, THE VP OF FINANCE & ADMINISTRATION WILL RESOLVE WITH THE AUDIT COMMITTEE. THE VP OF FINANCE & ADMINISTRATION PRESENTS THE 990 TO THE ENTIRE BOARD OF DIRECTORS AND/OR THE EXECUTIVE COMMITTEE OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND TOP OFFICIALS OF THE ASSOCIATION ARE PROVIDED ANNUAL EVALUATIONS OF THEIR PERFORMANCE TO DETERMINE IF THEY QUALIFY FOR ANY INCREASE IN COMPENSATION. THE ASSOCIATION GATHERS COMPARATIVE SALARY AND COMPENSATION INFORMATION FROM THE FIVE OTHER PRESIDENTIALLY BASED ORGANIZATIONS IN THE DISRICT OF COLUMBIA. THIS INFORMATION IS PRESENTED TO THE COMPENSATION COMMITTEE OF THE ASSOCIATON'S EXECUTIVE COMMITTEE FOR REVIEW AND DELIBERATION BEFORE THE DETERMINATION OF THE PRESIDENT'S COMPENSATION IS APPROVED. THE INFORMATION DEVELOPED FROM AN ANNUAL SURVEY BY A COMPENSATION ANALYSIS COMPANY IS ALSO USED TO DETERMINE THE COMPARABLE SALARY BASES AND LEVEL OF COMPENSATION THAT SHOULD BE ATTRIBUTABLE TO EVERY TOP OFFICER AND OTHER STAFF MEMBERS OF THE ORGANIZATION. ANY INCREASE IN COMPENSATION AWARDED BY THE COMPENSATION COMMITTEE OF THE BOARD IS DISCUSSED AND AGREED UPON AT A PRIVATE SESSION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO ANY INDIVIDUAL OR ORGANIZATION UPON REQUEST EITHER BY TELEPHONE, WRITTEN CORRESPONDENCE OR IN PERSON AT THE ORGANIZATION'S OFFICES IN D.C. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UNLESS REQUESTED. FORM 990, PART XI, LINE 9: POST-RETIREMENT BENEFIT RELATED CHANGES OTHER THAN NET POST RETIREMENT COST -121,680. AASCU PENSON CENTER FOR PROFESSIONAL DEVELOPMENT LLC 1307 NEW YORK AVE NW 5TH FL WASHINGTON DC 20005 465411974 EDUCATIONAL, LEADERSHIP & ORGANIZATIONAL DEVELOPMENT SERVICES DC AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES AMERICAN ACADEMIC LEADERSHIP INSTITUTE (AALI) 1825 K STREET NW SUITE 705 WASHINGTON DC 20006 521572800 EDUCATION DC 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMERICAN ACADEMIC LEADERSHIP INSTITUTE C 100000 CASH