INTERMEDIARYED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INTERMEDIARYED (EIN 42-0841485)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-06-25
- IRS object ID
- 201521769349300307
- Schema version
- 2013v4.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-25T10:25:23-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420841485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTI | BusinessNameControlTxt |
| Phone | 3193371000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522430168 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J GOEDKEN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 3193371000 | PhoneNum |
| Signature | 2015-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JON WHITMORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522430168 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $625,094,270 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | HELPING PEOPLE ACHIEVE EDUCATION AND WORKPLACE SUCCESS | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1987 | TotalEmployeeCnt |
| Total Volunteers | 823 | TotalVolunteersCnt |
| Total Gross UBI | $874,510 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $55,486 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $290,120,081 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $309,969,396 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,758,841 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,802,751 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $316,878,922 | PYTotalRevenueAmt |
| CY Total Revenue | $328,772,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,727,413 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,892,656 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,773,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $128,187,203 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $187,484,585 | PYOtherExpensesAmt |
| CY Other Expenses | $186,771,154 | CYOtherExpensesAmt |
| PY Total Expenses | $312,985,734 | PYTotalExpensesAmt |
| CY Total Expenses | $318,851,013 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,893,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,921,134 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $509,217,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $530,638,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $99,819,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,138,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $409,398,391 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $438,500,238 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACT, INC. (ACT) WAS ESTABLISHED AS A CORPORATION NOT FOR PECUNIARY PROFIT UNDER THE LAWS OF THE STATE OF IOWA ON AUGUST 23, 1960. THE PURPOSE AND MISSION OF ACT IS TO ADVANCE EDUCATION BY PROVIDING PROGRAMS, SERVICES, AND CONDUCTING RESEARCH THAT ASSISTS: A) INDIVIDUALS PLANNING AND PURSUING EDUCATION AND TRAINING, B) EDUCATORS DELIVERING INSTRUCTION AND TRAINING, AND C) POLICY MAKERS CONCERNED WITH ENSURING THAT INDIVIDUALS ARE READY FOR EDUCATION AND WORKPLACE SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $259,740,457 | ExpenseAmt |
| Grant | $2,176,258 | GrantAmt |
| Revenue | $284,242,869 | RevenueAmt |
| Desc | EDUCATION ASSESSMENT PROGRAM - ACT'S EDUCATION ASSESSMENT PROGRAM IS DESIGNED AND DEVELOPED TO INFORM INDIVIDUALS (AND THOSE HELPING THEM) ABOUT THE KNOWLEDGE AND SKILLS NEEDED FOR SUCCESS IN EDUCATION AND EVENTUALLY CAREER. INFORMATION RESULTING FROM THE ADMINISTRATION OF THE ASSESSMENTS ENABLE INDIVIDUALS TO PREPARE THEMSELVES FOR A NEXT LEVEL OF EDUCATION AND/OR TRAINING. THE ASSESSMENTS PROVIDE EDUCATORS AND TRAINERS WITH INFORMATION USEFUL IN GUIDING THEIR TEACHING AND INSTRUCTION. COLLECTIVELY, DATA RESULTING FROM THE ADMINISTRATION OF THE ASSESSMENTS FACILITATES RESEARCH ON EFFECTIVE EDUCATIONAL PRACTICES OF VALUE TO NATIONAL, STATE AND LOCAL EDUCATORS AND POLICY MAKERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,419,153 | ExpenseAmt |
| Grant | $1,716,398 | GrantAmt |
| Revenue | $24,852,017 | RevenueAmt |
| Desc | WORKFORCE DEVELOPMENT ASSESSMENT PROGRAM - ACT'S WORKFORCE DEVELOPMENT ASSESSMENT PROGRAM IS COMPLEMENTARY OF ITS EDUCATION ASSESSMENT PROGRAM IN THAT IT FOCUSES ON HELPING INDIVIDUALS TO ACQUIRE THE SKILLS THAT THEY NEED FOR SUCCESS IN THE WORKPLACE. THE PROGRAM IS A COMPONENT PART OF THE OVERALL EDUCATION PROCESS AND HELPS INDIVIDUALS TO UNDERSTAND THE SKILLS THEY WILL NEED TO BE READY FOR WORKPLACE RELATED EDUCATION AND TRAINING PROGRAMS. THE ASSESSMENTS ARE USED WIDELY BY EDUCATORS AND TRAINERS TO PRESCRIBE AND PROVIDE INSTRUCTIONAL INTERVENTIONS FOR THOSE INDIVIDUALS. COLLECTIVELY, DATA RESULTING FROM THE ADMINISTRATION OF THE ASSESSMENTS ENABLES RESEARCH ON NATIONAL, STATE, AND REGIONAL SKILL GAPS IN THE LABOR POOL AND FACILITATES DECISIONS AND STRATEGIES FOR ADDRESSING THEM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $295,159,610 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | 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 | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 13254 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1987 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J GOEDKEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193371000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 ACT DRIVE | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522430168 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JON S WHITMORE | ||||||||
| CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $835,802 | $0 | $75,261 | ||
| CARL A COHN | ||||||||
| CHAIRMAN OF THE BOARD | 3.00 | Yes (X) | Yes (X) | $58,875 | $0 | $0 | ||
| VIVIEN STEWART TEITELBAUM | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $48,125 | $0 | $0 | ||
| JOSEPH A AGUERREBERE JR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $48,500 | $0 | $0 | |||
| DIXIE L AXLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $42,250 | $0 | $0 | |||
| ROBERT M BERDAHL | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $46,000 | $0 | $0 | |||
| JAMES E BOSTIC JR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $46,000 | $0 | $0 | |||
| SARITA E BROWN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $57,500 | $0 | $0 | |||
| WALTER C BUMPHUS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $44,500 | $0 | $0 | |||
| D ROBERT GRAHAM | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $57,500 | $0 | $0 | |||
| KAREN A HOLBROOK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $46,500 | $0 | $0 | |||
| MARK D MUSICK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $34,500 | $0 | $17,500 | |||
| CHARLES B REED | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $48,000 | $0 | $0 | |||
| RICHARD W RILEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $40,000 | $0 | $17,500 | |||
| THOMAS G ROTHERHAM | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $51,375 | $0 | $0 | |||
| BELLE S WHEELAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $47,750 | $0 | $0 | |||
| CHAD P WICK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $45,500 | $0 | $0 | |||
| THOMAS J GOEDKEN | ||||||||
| CFO/TREASURER | 50.00 | Yes (X) | $397,546 | $0 | $55,078 | |||
| JON L ERICKSON | ||||||||
| PRESIDENT & COO EDUCATION | 40.00 | $416,013 | $0 | $61,634 | Yes (X) | |||
| PATRICIA COX STEINBRECH | ||||||||
| SR. VP CORPORATE SYSTEMS | 40.00 | $415,442 | $0 | $41,624 | Yes (X) | |||
| RICHARD J PATZ | ||||||||
| CHIEF MEASUREMENT OFFICER | 40.00 | $270,234 | $0 | $9,384 | Yes (X) | |||
| LAMAR C BUNTS | ||||||||
| SR. VICE PRESIDENT | 40.00 | $296,909 | $0 | $36,075 | Yes (X) | |||
| DAVID I CUMBERBATCH | ||||||||
| SR. VICE PRESIDENT | 55.00 | $327,227 | $0 | $41,274 | Yes (X) | |||
| L MIGUEL ENCARNACAO | ||||||||
| SR. VICE PRESIDENT | 40.00 | $281,208 | $0 | $39,312 | Yes (X) | |||
| JANET E GODWIN | ||||||||
| CHIEF OF STAFF/ACCOUNTABILITY | 40.00 | $275,265 | $0 | $50,633 | Yes (X) | |||
| JENNIFER M YI BOYER | ||||||||
| SR. VICE PRESIDENT | 40.00 | $294,002 | $0 | $38,506 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,572,523 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $483,781 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 136 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NCS PEARSON INC | |||||
| 2510 N DODGE ST | IOWA CITY | IA | 52245 | COMPUTER PROCESSING | $37,462,969 |
| ATOS IT SOLUTIONS AND SERVICES INC | |||||
| 2500 WESTCHESTER AVE 300 | PURCHASE | NY | 10577 | IT SUPPORT | $8,391,744 |
| FEDERAL EXPRESS CORP | |||||
| PO BOX 94515 | PALATINE | IL | 60094 | FREIGHT AND SHIPPING | $2,977,560 |
| RR DONNELLEY | |||||
| 111 S WACKER DR | CHICAGO | IL | 60606 | PUBLISHING | $2,809,828 |
| UNITED PARCEL SERVICE | |||||
| LOCKBOX 77 | CAROL STREAM | IL | 60132 | FREIGHT AND SHIPPING | $2,729,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 129 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATIONAL ASSESSMENT | 611710 | $284,242,869 | $284,242,869 | |
| WORKFORCE DEVELOPMENT | 541900 | $25,726,527 | $24,852,017 | $874,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $309,969,396 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,645,727 | TotalRevenueColumnAmt |
| Exclusion | $6,645,727 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $307,389,995 | SecuritiesAmt |
| Other | $1,089,152 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $294,558,314 | SecuritiesAmt |
| Other | $1,763,809 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,831,681 | SecuritiesAmt |
| Other | -$674,657 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,157,024 | TotalRevenueColumnAmt |
| Exclusion | $12,157,024 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,772,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $309,094,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $874,510 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,802,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,892,656 | TotalAmt |
| Program Services | $3,892,656 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,932,166 | TotalAmt |
| Program Services | $1,859,335 | ProgramServicesAmt |
| Management And General | $2,072,831 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,356,913 | TotalAmt |
| Program Services | $87,498,262 | ProgramServicesAmt |
| Management And General | $7,858,651 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,425,422 | TotalAmt |
| Program Services | $8,421,069 | ProgramServicesAmt |
| Management And General | $1,004,353 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,574,667 | TotalAmt |
| Program Services | $11,325,280 | ProgramServicesAmt |
| Management And General | $1,249,387 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,898,035 | TotalAmt |
| Program Services | $6,162,995 | ProgramServicesAmt |
| Management And General | $735,040 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,051,253 | TotalAmt |
| Program Services | $10,252 | ProgramServicesAmt |
| Management And General | $2,041,001 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,850 | TotalAmt |
| Management And General | $356,850 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,595 | TotalAmt |
| Program Services | $374,595 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,588 | TotalAmt |
| Program Services | $1,047,588 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,180,192 | TotalAmt |
| Program Services | $69,671,224 | ProgramServicesAmt |
| Management And General | $2,508,968 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,653 | TotalAmt |
| Program Services | $830,545 | ProgramServicesAmt |
| Management And General | $39,108 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,102,742 | TotalAmt |
| Program Services | $26,698,285 | ProgramServicesAmt |
| Management And General | $2,404,457 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,983,593 | TotalAmt |
| Program Services | $13,859,000 | ProgramServicesAmt |
| Management And General | $124,593 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,879 | TotalAmt |
| Program Services | $177,879 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,470,985 | TotalAmt |
| Program Services | $6,028,839 | ProgramServicesAmt |
| Management And General | $442,146 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,531,403 | TotalAmt |
| Program Services | $5,856,060 | ProgramServicesAmt |
| Management And General | $675,343 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,808,019 | TotalAmt |
| Program Services | $2,306,204 | ProgramServicesAmt |
| Management And General | $501,815 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,624 | TotalAmt |
| Program Services | $472,624 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,124,307 | TotalAmt |
| Program Services | $11,013,321 | ProgramServicesAmt |
| Management And General | $1,110,986 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,787 | TotalAmt |
| Program Services | $24,597 | ProgramServicesAmt |
| Management And General | $616,190 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STATE TAXES (UBIT) | $650 | $650 | |
| FEDERAL TAXES (UBIT) | -$276,431 | -$276,431 | |
| TEST ADMINISTRATION | $37,254,804 | $37,254,804 | |
| MEMBERSHIP FEES | $823,792 | $677,092 | $146,700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$224,131 | TotalAmt |
| Program Services | -$27,115 | ProgramServicesAmt |
| Management And General | -$197,016 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,851,013 | TotalAmt |
| Program Services | $295,159,610 | ProgramServicesAmt |
| Management And General | $23,691,403 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,186,054 | BOYAmt |
| EOY | $52,222,757 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,261,164 | BOYAmt |
| EOY | $18,882,751 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,030,231 | BOYAmt |
| EOY | $2,495,988 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,761 | BOYAmt |
| EOY | $2,461,706 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,679,017 | BOYAmt |
| EOY | $9,085,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $125,327,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,120,297 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,506,837 | BOYAmt |
| EOY | $64,207,426 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,311,817 | BOYAmt |
| EOY | $315,646,913 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,067 | BOYAmt |
| EOY | $12,914,660 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,233,265 | BOYAmt |
| EOY | $37,954,267 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,130,756 | BOYAmt |
| EOY | $7,758,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,431,455 | BOYAmt |
| EOY | $7,007,891 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,217,424 | BOYAmt |
| EOY | $530,638,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,227,025 | BOYAmt |
| EOY | $34,110,573 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,909,197 | BOYAmt |
| EOY | $23,458,481 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,725,000 | BOYAmt |
| EOY | $29,595,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,010 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,801 | BOYAmt |
| EOY | $4,974,127 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,819,033 | BOYAmt |
| EOY | $92,138,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,398,391 | BOYAmt |
| EOY | $438,366,037 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $134,201 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,398,391 | BOYAmt |
| EOY | $438,500,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,217,424 | BOYAmt |
| EOY | $530,638,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,921,134 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,331,796 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,151,083 | 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) |
|---|---|---|
| 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 Minus4 Years | $1,660,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,933,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $749,195 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,343,456 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $260,965,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,697,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,933,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,574,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,094,886 | CurrentTaxYearAmt |
| Total | $1,393,265,496 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,625,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,631,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,682,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,574,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,094,886 | CurrentTaxYearAmt |
| Total | $1,397,608,952 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,856,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,961,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $873,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $849,640 | CurrentTaxYearAmt |
| Total | $5,766,016 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,934,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,418,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,298,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,380,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,623,158 | CurrentTaxYearAmt |
| Total | $156,654,682 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,791,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,379,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,171,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,605,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,472,798 | CurrentTaxYearAmt |
| Total | $162,420,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,235,188,254 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,419,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,888,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,520,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,454,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,645,727 | CurrentTaxYearAmt |
| Total | $38,929,177 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,419,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,888,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,520,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,454,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,645,727 | CurrentTaxYearAmt |
| Total | $38,929,177 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $424,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $55,486 | CurrentTaxYearAmt |
| Total | $1,681,139 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,177,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,944,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,272,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,028,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,796,099 | CurrentTaxYearAmt |
| Total | $1,438,219,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85560 | PublicSupportPY509Pct |
| Investment Income CY | 0.02710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $674,485 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $674,485 | 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 | ACT HAS CERTAIN EMPLOYEES LOCATED IN WASHINGTON, D.C. THAT ARE REGISTERED LOBBYISTS. IN ADDITION, ACT CONTRACTED WITH LOBBYING FIRMS DURING THE YEAR TO ASSIST IN MONITORING FEDERAL AND STATE LEGISLATIVE ACTIVITY AND HELPING TO STRENGTHEN ACT'S RELATIONSHIPS WITHIN EACH STATE CONCERNING ACT INITIATIVES AND PROGRAMS. OF THE AMOUNT REPORTED, $374,595 REPRESENTS DIRECT EXPENDITURES BY THE FILING ORGANIZATION AND $299,890 REPRESENTS THE FILING ORGANIZATION'S SHARE OF LOBBYING ACTIVITIES CONDUCTED BY A JOINT VENTURE, ACT ASPIRE, LLC. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,755,955 | OtherCostOrOtherBasisAmt |
| Book Value | $4,755,955 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,441,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,841,666 | DepreciationAmt |
| Book Value | $37,599,555 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,567,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,753,684 | DepreciationAmt |
| Book Value | $9,814,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,607,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,524,947 | DepreciationAmt |
| Book Value | $11,082,702 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $955,104 | OtherCostOrOtherBasisAmt |
| Book Value | $955,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,207,426 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NONMARKETABLE EQUITY SECURITIES | $3,881,011 | C |
| INVESTMENT IN FOREIGN SUBSIDIARIES | $3,955,972 | C |
| INVESTMENT IN ACT FOUNDATION | $30,117,284 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $37,954,267 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $1,274,127 |
| POST RETIREMENT BENEFIT PLAN OBLIGATIONS | $3,700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,974,127 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $357,098,236 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,331,796 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,565,589 | OtherRevenueAmt |
| Revenue Not Reported | $27,897,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $329,200,851 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$428,704 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$428,704 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $328,772,147 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $327,996,389 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $428,704 | LossesReportedAmt |
| Other Expenses Included | $8,716,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,145,376 | ExpensesNotReportedAmt |
| Expenses Subtotal | $318,851,013 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $318,851,013 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FIN 48 FOOTNOTE FROM AUDITED FINANCIAL REPORT: ACT AND ACT FOUNDATION ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE ORGANIZATIONS MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THESE ORGANIZATIONS FILE FORMS 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME (UBI) IS REPORTED ON FORM 990-T, AS APPROPRIATE. ACT BRIDGE, INC. AND PACIFIC METRICS ARE TAXABLE CORPORATIONS UNDER THE INTERNAL REVENUE CODE REGULATIONS. THE ENTITIES CONSOLIDATED INTO ACT INTERNATIONAL B.V. ARE NOT DIRECTLY SUBJECT TO U.S. INCOME TAX. FURTHERMORE, SUCH INCOME AND LOSS OF SUCH FOREIGN ENTITIES ARE NOT INCLUDED IN THE U.S. TAXABLE INCOME OF ACT. ACT HAS CERTAIN REVENUE FROM PROGRAMS AND SERVICES THAT, BY VIRTUE OF A 1980 AGREEMENT WITH THE INTERNAL REVENUE SERVICE (IRS), IS DEEMED TO BE UNRELATED TO ITS TAX-EXEMPT PURPOSE AND, THEREFORE, MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAX. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX EXEMPT STATUS AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBI. AS OF AUGUST 31, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY AND ANY AMOUNTS OWED RELATED TO UBI ARE IMMATERIAL TO THE FINANCIAL STATEMENTS AS A WHOLE. FORMS 990 AND 990-T FILED BY ACT ARE SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 AND 990-T FILED BY ACT ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED AUGUST 31, 2010 AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -29,214. INTERCOMPANY REVENUE - AES -134,886. INTERCOMPANY REVENUE - ACT BRIDGE -227,699. INTERCOMPANY REVENUE - ACT FOUNDATION -3,035,997. ACT INTERNATIONAL REVENUE - SEPARATE ENTITIES 3,668,242. ACT BRIDGE REVENUE - SEPARATE ENTITY 2,185,538. ACT FOUNDATION REVENUE - SEPARATE ENTITY 6,980,104. EQUITY IN NET LOSS OF NONMARKETABLE EQUITY SECURITIES -6,840,499. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE OF EQUIPMENT -428,704. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERCOMPANY EXPENSE - AES -134,886. INTERCOMPANY EXPENSE - ACT BRIDGE -227,699. INTERCOMPANY EXPENSE - ACT FOUNDATION -3,035,997. ACT INTERNATIONAL EXPENSES - SEPARATE ENTITIES 3,428,909. ACT BRIDGE EXPENSES - SEPARATE ENTITY 6,099,075. ACT FOUNDATION EXPENSE - SEPARATE ENTITY 2,587,270. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $115,728 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $965,734 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $367,139 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $54,539 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $4,204,802 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $167,607 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $114,398 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $71,831 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TESTING SERVICES | $83,803 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM-RELATED INVESTMENTS | $3,955,972 |
| 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 | $6,061,778 | SubtotalSpentAmt |
| Continuation Spent | $4,039,775 | ContinuationSpentAmt |
| Total Spent | $10,101,553 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | 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 | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE FOREIGN EXPENDITURES FOR PROGRAM SERVICES REPORTED IN COLUMN (F) RELATE TO THE ADMINISTRATION OF ACT ASSESSMENTS INTERNATIONALLY. ACT MAY HAVE OTHER FOREIGN EXPENDITURES IN THE REGIONS LISTED THAT SUPPORT THE PROGRAMS OF ACT'S FOREIGN SUBSIDIARIES. THESE AMOUNTS ARE NOT SEPARATELY TRACKED AND ARE NOT REFLECTED IN THE AMOUNTS REPORTED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ACT FOUNDATION | |||||||||
| 500 ACT DRIVE | IOWA CITY | IA | 52243 | 272574917 | 501(C)(3) | $3,035,996 | N/A | N/A | GENERAL SUPPORT |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||||
| 2000 L ST NW | WASHINGTON | DC | 20008 | 131623973 | 501(C)(3) | $50,000 | N/A | N/A | GENERAL SUPPORT |
| DES MOINES AREA COMMUNITY COLLEGE | |||||||||
| 2006 S ANKENY BLVD | ANKENY | IA | 50023 | 237229486 | 501(C)(3) | $5,000 | N/A | N/A | DMACC SUCCESS CENTER AT SOUTHRIDGE |
| DIVERSITY FOCUS | |||||||||
| 222 2ND ST SE | CEDAR RAPIDS | IA | 524011407 | 203420207 | 501(C)(3) | $50,000 | N/A | N/A | 2014 INVESTOR CONTRIBUTION |
| EASTERN IOWA ARTS ACADEMY | |||||||||
| 1841 E AVE NE | CEDAR RAPIDS | IA | 52402 | 260557542 | 501(C)(3) | $5,000 | N/A | N/A | EXTENDED OUTREACH PROGRAMMING |
| EXCELENCIA IN EDUCATION | |||||||||
| 1717 N ST NW 2ND FL | WASHINGTON | DC | 20036 | 200927912 | 501(C)(3) | $50,000 | N/A | N/A | DIAMOND LEVEL SPONSOR 2014 EXAMPLES OF EXCELENCIA |
| FILMSCENE | |||||||||
| 118 E COLLEGE ST | IOWA CITY | IA | 52240 | 454103745 | 501(C)(3) | $5,000 | N/A | N/A | GENERAL SUPPORT |
| GEORGIA TECH FOUNDATION INC | |||||||||
| STE 400 760 SPRING ST NW | ATLANTA | GA | 30308 | 586043294 | 501(C)(3) | $350,000 | N/A | N/A | GENERAL SUPPORT |
| IOWA CITY AREA DEVELOPMENT GROUP INC | |||||||||
| 325 E WASHINGTON ST STE 101 | IOWA CITY | IA | 522403959 | 421234837 | 501(C)(6) | $35,000 | N/A | N/A | FY 2014 INVESTMENT CONTRIBUTION |
| IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION | |||||||||
| 1725 N DODGE ST | IOWA CITY | IA | 52245 | 421177023 | 501(C)(3) | $50,700 | N/A | N/A | SUPPORT OF ICCSD COMPLEMENTARY LEARNING PROGRAM |
| IOWA CITY PUBLIC LIBRARY FRIENDS FOUNDATION | |||||||||
| 123 S LINN ST | IOWA CITY | IA | 52240 | 421181774 | 501(C)(3) | $20,000 | N/A | N/A | BETTER BUILDING, BETTER SERVICE CAMPAIGN |
| IOWA JOBS FOR AMERICAS GRADUATES | |||||||||
| 400 E 14TH ST | DES MOINES | IA | 50319 | 421492988 | 501(C)(3) | $5,000 | N/A | N/A | CAREER AND POST-SECONDARY EDUCATION PREPARATION PROGRAM |
| IOWA WOMENS LEADERSHIP CONFERENCE | |||||||||
| PO BOX 10641 | CEDAR RAPIDS | IA | 52410 | 452932668 | 501(C)(3) | $10,000 | N/A | N/A | SUPPORT OF 2014 WOMEN'S LEADERSHIP CONFERENCE |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | |||||||||
| 324 3RD ST SE STE 200 | CEDAR RAPIDS | IA | 52401 | 431990830 | 501(C)(3) | $5,000 | N/A | N/A | PROGRAMMING FOR STUDENTS IN IOWA CITY COMMUNITY SCHOOL DISTRICT |
| KIRKWOOD COMMUNITY COLLEGE FOUNDATION | |||||||||
| 1030 5TH AVE SE | CEDAR RAPIDS | IA | 52403 | 237076632 | 501(C)(3) | $15,000 | N/A | N/A | WORKPLACE LEARNING CONNECTION |
| MARYS CENTER FOR MATERNAL AND CHILD CARE | |||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | 521594116 | 501(C)(3) | $5,000 | N/A | N/A | MARY'S CENTER TEEN PROGRAM DONATION |
| NATIONAL CRC ADVOCATES | |||||||||
| 7063 COUNTRY SPRINGS DR SW | BYRON CENTER | MI | 49315 | 452041430 | 501(C)(3) | $10,000 | N/A | N/A | INFRASTRUCTURE DONATION |
| NATIONAL GOVERNORS ASSOCIATION | |||||||||
| 444 N CAPITOL ST | WASHINGTON | DC | 20001 | 237391796 | 501(C)(3) | $16,400 | N/A | N/A | CORPORATE FELLOWS CONTRIBUTION |
| THE ARC OF SOUTHEAST IOWA | |||||||||
| 2620 MUSCATINE AVE | IOWA CITY | IA | 52240 | 420933140 | 501(C)(3) | $10,000 | N/A | N/A | ARC'S PARK, A SPECIAL PLAYGROUND AND GARDEN FOR PHYSICALLY CHALLENGED ADULTS |
| UNITED WAY OF JOHNSON COUNTY | |||||||||
| 1150 5TH ST STE 290 | CORALVILLE | IA | 522412933 | 426062055 | 501(C)(3) | $76,166 | N/A | N/A | MATCHING CONTRIBUTION FOR UNITED WAY CAMPAIGN |
| WATERLOO SCHOOLS FOUNDATION | |||||||||
| PO BOX 1896 | WATERLOO | IA | 50704 | 421364293 | 501(C)(3) | $5,000 | N/A | N/A | STEM IMMERSION FOR KIDS PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACT REVIEWS THE QUALIFICATIONS OF THOSE REQUESTING CONTRIBUTIONS TO ENSURE THAT THEY ARE NONPROFIT ORGANIZATIONS. ACT HAS CREATED AN EMPLOYEE COMMITTEE TO REVIEW ALL SUCH REQUESTS. ALL GRANTS AND CONTRIBUTIONS ARE REVIEWED AND APPROVED BY THE CEO PRIOR TO COMMITMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JON S WHITMORE | ||||||||||||||
| CEO/DIRECTOR | $672,853 | $0 | $150,000 | $0 | $12,949 | $0 | $57,152 | $0 | $18,109 | $0 | $911,063 | $0 | $0 | $0 |
| CARL A COHN | ||||||||||||||
| CHAIRMAN OF THE BOARD | $58,875 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $58,875 | $0 | $0 | $0 |
| THOMAS J GOEDKEN | ||||||||||||||
| CFO/TREASURER | $332,150 | $0 | $43,969 | $0 | $21,427 | $0 | $39,036 | $0 | $16,042 | $0 | $452,624 | $0 | $0 | $0 |
| JON L ERICKSON | ||||||||||||||
| PRESIDENT & COO EDUCATION | $337,598 | $0 | $50,624 | $0 | $27,791 | $0 | $48,077 | $0 | $13,557 | $0 | $477,647 | $0 | $0 | $0 |
| PATRICIA COX STEINBRECH | ||||||||||||||
| SR. VP CORPORATE SYSTEMS | $310,191 | $0 | $59,328 | $0 | $45,923 | $0 | $21,603 | $0 | $20,021 | $0 | $457,066 | $0 | $0 | $0 |
| RICHARD J PATZ | ||||||||||||||
| CHIEF MEASUREMENT OFFICER | $104,618 | $0 | $150,000 | $0 | $15,616 | $0 | $8,522 | $0 | $862 | $0 | $279,618 | $0 | $0 | $0 |
| LAMAR C BUNTS | ||||||||||||||
| SR. VICE PRESIDENT | $242,787 | $0 | $50,000 | $0 | $4,122 | $0 | $20,592 | $0 | $15,483 | $0 | $332,984 | $0 | $0 | $0 |
| DAVID I CUMBERBATCH | ||||||||||||||
| SR. VICE PRESIDENT | $272,303 | $0 | $51,425 | $0 | $3,499 | $0 | $23,107 | $0 | $18,167 | $0 | $368,501 | $0 | $0 | $0 |
| L MIGUEL ENCARNACAO | ||||||||||||||
| SR. VICE PRESIDENT | $240,912 | $0 | $38,800 | $0 | $1,496 | $0 | $22,065 | $0 | $17,247 | $0 | $320,520 | $0 | $0 | $0 |
| JANET E GODWIN | ||||||||||||||
| CHIEF OF STAFF/ACCOUNTABILITY | $240,557 | $0 | $33,099 | $0 | $1,609 | $0 | $29,805 | $0 | $20,828 | $0 | $325,898 | $0 | $0 | $0 |
| JENNIFER M YI BOYER | ||||||||||||||
| SR. VICE PRESIDENT | $254,487 | $0 | $37,200 | $0 | $2,315 | $0 | $15,888 | $0 | $22,618 | $0 | $332,508 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ONE OFFICER, ONE KEY EMPLOYEE, AND TWO HIGHEST COMPENSATED EMPLOYEES WERE PROVIDED WITH FIRST CLASS TRAVEL. NO AMOUNT WAS TREATED AS TAXABLE COMPENSATION TO THE LISTED PERSONS. ONE KEY EMPLOYEE RECEIVED AN AMOUNT FOR INTERIM HOUSING. THIS AMOUNT IS TAXABLE TO THE EMPLOYEE AND IS REFLECTED IN REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 3 | THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE IN REGARDS TO ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO. |
| PART I, LINE 4B | ACT MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE FOR CERTAIN LISTED PERSONS. THE PLAN PROVIDES FOR ACT TO MAKE DISCRETIONARY CONTRIBUTIONS FOR ELIGIBLE EMPLOYEES. THREE LISTED PERSONS PARTICIPATED IN BUT DID NOT RECEIVE DISTRIBUTIONS FROM THIS PLAN DURING THE CALENDAR YEAR. ACT MAINTAINS A LEGACY EARLY RETIREMENT PLAN THAT HAS BEEN CLOSED TO NEW ENTRANTS. TO BE ELIGIBLE, THE EMPLOYEE MUST HAVE COMPLETED 20 YEARS OF CONTINUOUS SERVICE AND RETIRE BETWEEN THE AGES OF 60 AND 65. THE PLAN PROVIDES FOR THE PAYMENT OF CERTAIN RETIREMENT BENEFITS BASED ON SALARY OF THE EMPLOYEE AT DATE OF RETIREMENT. PART II, COLUMN (C), DEFERRED COMPENSATION INCLUDES THE INCREASE OR DECREASE IN ACTUARIAL VALUE THAT HAS OCCURRED TO AN INDIVIDUAL'S VESTED BALANCE DURING THE YEAR. DEPENDING ON THE INDIVIDUAL'S AGE AT DATE OF RETIREMENT, THE ACTUAL EARLY RETIREMENT BENEFIT DISTRIBUTED AT THE TIME OF RETIREMENT MAY BE LESS THAN THE AMOUNT THAT IS CURRENTLY BEING INCLUDED IN DEFERRED COMPENSATION. ONE LISTED PERSON PARTICIPATES IN BUT DID NOT RECEIVE A DISTRIBUTION FROM THIS PLAN DURING THE YEAR. |
| PART I, LINE 7 | ACT HAS IMPLEMENTED A BONUS PLAN FOR CERTAIN LEADERSHIP EMPLOYEES THAT ENABLES THEM TO EARN ADDITIONAL COMPENSATION BASED ON THE ACHIEVEMENT OF CERTAIN GOALS. SUCH BONUSES HAVE A MAXIMUM AMOUNT THAT IS A PERCENTAGE OF THE INDIVIDUAL'S BASE COMPENSATION. THESE PAYMENTS ARE CONSIDERED NON-FIXED AS THEY ARE DISCRETIONARY IN NATURE AND ARE BASED PRIMARILY ON PERFORMANCE, WHICH DOES NOT INCLUDE PERFORMANCE BASED UPON NET INCOME OR REVENUE. THIS BONUS PLAN IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VII, SECTION A, LINE 5 AND SCH J, PART II: | CARL COHN'S BASE COMPENSATION OF $58,875 WAS PAID BY URBAN SCHOOL IMAGINEERS, AN UNRELATED ORGANIZATION OF WHICH COHN IS A PRINCIPAL. THIS AMOUNT REPRESENTS COMPENSATION FOR SERVICES PROVIDED TO ACT. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEACHERS SUPPORT NETWORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE SCH L, PART V | RelationshipDescriptionTxt |
| Transaction | $400,000 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: THOMAS J. GOEDKEN, CFO/TREASURER IS A DIRECTOR OF TEACHERS SUPPORT NETWORK.(D) DESCRIPTION OF TRANSACTION: ACT HOLDS A NOTE RECEIVABLE RELATED TO ITS REDEMPTION OF SHARES OF STOCK IN TEACHERS SUPPORT NETWORK WHICH OCCURRED DURING THE YEAR ENDED AUGUST 31, 2011. THE ENTIRE SALES PRICE, INCLUDING THE PORTION FINANCED BY THE NOTE, WAS REPORTED ON ACT'S FORM 990, SCHEDULE L FOR THE YEAR ENDED AUGUST 31, 2011. ACT RECEIVED PRINCIPAL AND INTEREST PAYMENTS OF $400,000 DURING THE CURRENT FISCAL YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS: | ACT HAS STATE ORGANIZATIONS THAT SERVE AS ADVISORY AND ADVOCACY GROUPS TO FACILITATE COMMUNICATIONS BETWEEN ACT AND THE EDUCATIONAL INSTITUTIONS AND AGENCIES THAT PARTICIPATE IN ACT PROGRAMS. THESE ORGANIZATIONS ARE NOT SEPARATE LEGAL ENTITIES, BUT DO HAVE ORGANIZING BYLAWS. THE STATE ORGANIZATIONS PROVIDE FEEDBACK TO ACT ON ITS PROGRAMS AS THEY RELATE TO THE INFORMATION NEEDS OF INDIVIDUALS, SCHOOLS, AND AGENCIES IN THE STATE. THERE ARE 823 REPRESENTATIVES INCLUDING EDUCATORS, AGENCY PERSONNEL, LEADERS OF STATE ASSOCIATIONS, AND WORKFORCE PROFESSIONALS WHO ACTIVELY VOLUNTEER THEIR TIME TO SERVE IN AN ADVISORY CAPACITY BY ATTENDING MEETINGS WITH ACT REGIONAL AND NATIONAL OFFICE STAFF TO PROVIDE INPUT. |
| FORM 990, PART VI, SECTION A, LINE 2 | JOSEPH A. AGUERREBERE, JR. AND BELLE S. WHEELAN HAVE A BUSINESS RELATIONSHIP WITH SARITA E. BROWN TO THE EXTENT THAT THEY ARE DIRECTORS OF A TAX-EXEMPT ORGANIZATION THAT EMPLOYS SARITA E. BROWN. SOME OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP WITH OTHER OFFICERS AND DIRECTORS TO THE EXTENT THAT THEY ALSO SERVE TOGETHER ON THE BOARDS OF OTHER RELATED ENTITIES: (1) JON S. WHITMORE AND THOMAS J. GOEDKEN ARE DIRECTORS OF ACT INTERNATIONAL B.V. (2) JON S. WHITMORE AND THOMAS J. GOEDKEN ARE DIRECTORS OF ACT EDUCATION SOLUTIONS LTD (HONG KONG). (3) JON S. WHITMORE AND THOMAS J. GOEDKEN ARE DIRECTORS OF ACT EDUCATION SOLUTIONS (AUSTRALIA) PTY LTD. (4) JON S. WHITMORE AND THOMAS J. GOEDKEN ARE DIRECTORS OF ACT INFORMATION CONSULTING (SHANGHAI) CO LTD. (5) JON S. WHITMORE AND THOMAS J. GOEDKEN ARE DIRECTORS OF ACT BUSINESS SOLUTIONS B.V. (6) THOMAS J. GOEDKEN, MARK D. MUSICK, AND CHARLES B. REED ARE DIRECTORS OF ACT BRIDGE, INC. (7) THOMAS J. GOEDKEN, JON L. ERICKSON, AND CHAD P. WICK ARE DIRECTORS OF ACT ASPIRE, LLC. (8) JON L. ERICKSON AND THOMAS J. GOEDKEN ARE DIRECTORS OF PACIFIC METRICS CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | PROCEDURES FOR REVIEW OF FORM 990 THE AUDIT COMMITTEE OF THE CORPORATION CONDUCTS A SUBSTANTIVE REVIEW OF THE FORM 990 PRIOR TO ITS FILING WITH THE ASSISTANCE OF THE OUTSIDE TAX PREPARER AND THE CORPORATION'S CHIEF FINANCIAL OFFICER, COUNSEL, AND STAFF. THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL OF THE MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACT HAS CREATED AN ETHICS ADVISORY COMMITTEE. MEMBERS OF THE ETHICS ADVISORY COMMITTEE REVIEW CONFLICT OF INTEREST QUESTIONNAIRES SUBMITTED BY EMPLOYEES AND ARE RESPONSIBLE FOR SEEING THAT CONFLICTS OF INTEREST ARE INVESTIGATED AND APPROPRIATELY ADDRESSED. THEY ALSO WORK CLOSELY WITH ACT'S HUMAN RESOURCES DEPARTMENT TO DEVELOP EDUCATION AND TRAINING PROGRAMS FOR EMPLOYEES REGARDING THE CONFLICTS OF INTEREST POLICY AND ETHICS ISSUES. THE ETHICS ADVISORY COMMITTEE REPORTS DIRECTLY TO THE AUDIT COMMITTEE OF ACT'S BOARD OF DIRECTORS. CONFLICT OF INTEREST QUESTIONNAIRES SUBMITTED BY DIRECTORS OR OFFICERS ARE REVIEWED AND ADDRESSED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF OFFICERS AND DIRECTORS IS DETERMINED BY THE BOARD BASED UPON A PROCESS THAT INCLUDES A COMPENSATION COMMITTEE OF THE BOARD AND AN INDEPENDENT COMPENSATION STUDY CONDUCTED BY A PROFESSIONAL FIRM THAT INCLUDES REVIEW OF COMPENSATION PUBLISHED BY SIMILAR ORGANIZATIONS CONTAINED IN FORM 990. WITH THE EXCEPTION OF BOARD OFFICERS WHO BY THEIR NATURE CANNOT BE CONSIDERED INDEPENDENT DUE TO SERVING ON THE EXECUTIVE COMMITTEE, WHICH SERVES AS THE COMPENSATION COMMITTEE, COMPENSATION FOR THE CEO, ALL OTHER OFFICERS, AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS. COMPENSATION OF KEY EMPLOYEES IS INFORMED BY THE SAME STUDY AND IS ESTABLISHED BY THE BOARD ANNUALLY. ALL OTHER EMPLOYEE COMPENSATION IS REVIEWED AT LEAST ANNUALLY, UNDER THE DIRECTION OF THE HUMAN RESOURCE DEPARTMENT AND INCLUDES APPLICABLE DATA GATHERED AND REVIEWED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACT DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A, BOARD MEMBER COMPENSATION: | PER ACT POLICY, BOARD MEMBERS ARE EXPECTED TO PARTICIPATE IN FOUR THREE-DAY BOARD MEETINGS, COMMITTEE MEETINGS THAT OCCUR THROUGHOUT THE YEAR, AND AT OTHER TIMES TO DISCUSS IMPORTANT AND STRATEGIC MATTERS PERTAINING TO ACT. IN EXCHANGE FOR THEIR VALUABLE TIME AND SERVICE, ACT COMPENSATES THE BOARD WITH AN ANNUAL AMOUNT THAT IS PRORATED FOR MEETING ATTENDANCE AND PARTIAL YEARS OF SERVICE. THE CHAIRMAN OF THE BOARD AND COMMITTEE CHAIRS, AS WELL AS BOARD MEMBERS WHO ARE REQUESTED TO PROVIDE TIME OTHER THAN FOR MEETING ATTENDANCE, RECEIVE ADDITIONAL COMPENSATION AT A COMMENSURATE RATE. IN ADDITION TO SERVING AS A VOTING MEMBER OF THE BOARD OF DIRECTORS, JON S. WHITMORE ALSO SERVES AS CEO OF ACT. HIS COMPENSATION AS CEO IS DISCLOSED ON FORM 990, PART VII, SECTION A AND SCHEDULE J. HE RECEIVES NO ADDITIONAL COMPENSATION FOR SERVICE AS A MEMBER OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B), AVERAGE HOURS PER WEEK: | HOURS LISTED FOR EACH INDIVIDUAL ARE REPORTED ON A CALENDAR YEAR BASIS. |
| FORM 990, PART IX, LINE 11G | OTHER OPERATING EXPENSE: PROGRAM SERVICE EXPENSES 9,680. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,780. HONORARIA OTHER: PROGRAM SERVICE EXPENSES 5,250. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,250. ESSAY SCORING: PROGRAM SERVICE EXPENSES 9,671,422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,671,422. ITEM DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,317,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,317,100. OTHER DATA PROCESSING: PROGRAM SERVICE EXPENSES 509,741. MANAGEMENT AND GENERAL EXPENSES 5,283. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 515,024. COMPUTER PROGRAMMING-EXTERNAL: PROGRAM SERVICE EXPENSES 668,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 668,010. COMPUTER PROCESSING-EXTERNAL: PROGRAM SERVICE EXPENSES 14,187,096. MANAGEMENT AND GENERAL EXPENSES 67,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,254,367. CONSULTING FEES: PROGRAM SERVICE EXPENSES 21,651,500. MANAGEMENT AND GENERAL EXPENSES 1,213,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,865,120. OTHER SERVICES & FEES: PROGRAM SERVICE EXPENSES 21,651,500. MANAGEMENT AND GENERAL EXPENSES 1,213,619. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,865,119. |
| FORM 990, PART XI, LINE 9: | NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAPS -29,214. INCREASE IN NET ASSETS - ACT INTERNATIONAL 239,333. (DECREASE) IN NET ASSETS - ACT BRIDGE -3,913,537. INCREASE IN NET ASSETS - ACT FOUNDATION 4,392,834. EQUITY IN NET LOSS OF NONMARKETABLE EQUITY SECURITIES -6,840,499. |
| FORM 990, PART XII, LINE 2C, RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT: | THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 ACT DRIVE | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272574917 | EIN |
| Primary Activities | TO SUPPORT THE ACTIVITIES OF ACT, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT ASPIRE LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 5TH ST STE 270 | AddressLine1 |
| City | CORALVILLE | City |
| State | IA | State |
| ZIP Code | 52241 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455560033 | EIN |
| Primary Activities | TESTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,072,768 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $541,650 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACT EDUCATION SOLUTIONS LTD (HONG KONG) | ||||||||||||||||
| ROOM 2503 BANK OF AMERICA TOWER 1 | HONG KONG | HK | TESTING SERVICES | HK | ACT INTERNATIONAL BV | C | $2,051,761 | $2,124,827 | 1.00000 | Yes (1) | ||||||
| ACT INTERNATIONAL BV | ||||||||||||||||
| NARITAWEG 165 1043 BW | AMSTERDAM | NL | HOLDING COMPANY | NL | ACT INC | C | $19,199 | $12,719,548 | 1.00000 | Yes (1) | ||||||
| ACT BUSINESS SOLUTIONS BV | ||||||||||||||||
| NARITAWEG 165 1043 BW | AMSTERDAM | NL | HOLDING COMPANY | NL | ACT INTERNATIONAL BV | C | $1,737 | $10,525 | 1.00000 | Yes (1) | ||||||
| ACT EDUCATION SOLUTIONS (AUSTRALIA) PTY LTD | ||||||||||||||||
| SUITE 1201 LEVEL 12 275 ALFRED ST | NORTH SYDNEY, NSW 2060 | AS | TESTING SERVICES | AS | ACT EDUCATION SOLUTIONS LTD (HONG KONG) | C | $944,391 | $644,071 | 1.00000 | Yes (1) | ||||||
| ACT EDUCATION SOLUTIONS (KOREA) INC | ||||||||||||||||
| ROOM 2503 BANK OF AMERICA TOWER 1 | HONG KONG | HK | DORMANT | KS | ACT EDUCATION SOLUTIONS LTD (HONG KONG) | C | $1,412 | 1.00000 | Yes (1) | |||||||
| ACT INFORMATION CONSULTING (SHANGHAI) CO LTD | ||||||||||||||||
| RM 1204 TIAN AN CTR 338 NANJING W | SHANGHAI | CH | TESTING SERVICES | CH | ACT EDUCATION SOLUTIONS LTD (HONG KONG) | C | $1,560,517 | $2,756,816 | 1.00000 | Yes (1) | ||||||
| ACT BRIDGE INC | ||||||||||||||||
| TESTING SERVICES | ACT INC | C | $2,185,538 | $20,444,501 | 1.00000 | Yes (1) | 950 E PACES FERRY ROAD NE SUITE 155 | ATLANTA | GA | 30326 | 461405341 | DE | ||||
| PACIFIC METRICS CORPORATION | ||||||||||||||||
| TESTING SERVICES | ACT BRIDGE INC | C | $5,811,124 | $16,586,963 | 1.00000 | Yes (1) | 1 LWR RAGDALE BLDG 1 STE 150 | MONTEREY | CA | 93940 | 943378681 | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACT EDUCATION SOLUTIONS LTD (HONG KONG) | ||
| Q | $57,036 | COST PLUS % MARK-UP |
| ACT EDUCATION SOLUTIONS LTD (HONG KONG) | ||
| L | $77,850 | COMPARABLE SALES |
| ACT FOUNDATION | ||
| B | $3,035,996 | CASH |
| ACT BRIDGE INC | ||
| B | $16,611,015 | CASH |
| ACT BRIDGE INC | ||
| L | $227,699 | CASH |
| ACT ASPIRE LLC | ||
| B | $1,500,000 | CASH |
| ACT ASPIRE LLC | ||
| L | $3,406,983 | HOURLY MARKET RATES |
| ACT ASPIRE LLC | ||
| Q | $83,744 | COST |
| ACT ASPIER LLC | ||
| Q | $178,696 | COST PLUS % MARK-UP |