ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES (EIN 53-0183246)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349305918
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T16:05:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530183246 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 2024786040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW NO 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200054722 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILY VAN LOON | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2024786040 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK LONGWOOD | Name |
| PTIN | P00439715 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APLU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER MCHPHERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW NO 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200054722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14516599 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.APLU.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | A.P.L.U.'S OVERRIDING MISSION IS TO SUPPORT HIGH-QUALITY PUBLIC HIGHER EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 60 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1770906 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2188732 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11795483 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12241968 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 57473 | InvestmentIncomePriorYear |
| Investment Income Current Year | 79095 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6804 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13709040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14516599 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2410850 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2737000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5799746 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6442878 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5062499 | OtherExpensePriorYear |
| Other Expenses Current Year | 5433575 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13273095 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14613453 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 435945 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -96854 | RevenuesLessExpensesCY |
| Total Assets BOY | 13830535 | TotalAssetsBOY |
| Total Assets EOY | 14693777 | TotalAssetsEOY |
| Total Liabilities BOY | 4148318 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4973121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9682217 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9720656 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A.P.L.U. IS DEDICATED TO ADVANCING RESEARCH, LEARNING AND ENGAGEMENT. THE ASSOCIATION'S OVERRIDING MISSION IS TO SUPPORT HIGH-QUALITY PUBLIC HIGHER EDUCATION AND ITS MEMBER INSTITUTIONS AS THEY PERFORM THEIR TEACHING, RESEARCH, AND PUBLIC SERVICE ROLES. A.P.L.U. PROVIDES A FORUM FOR THE DISCUSSION AND DEVELOPMENT OF POLICIES AFFECTING HIGHER EDUCATION AND THE PUBLIC INTEREST. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5515425 | Expense |
| Grants | 2685275 | Grants |
| Revenue | 5239247 | Revenue |
| Description | THE COMMISSION ON FOOD, ENVIRONMENT, AND RENEWABLE RESOURCES (CFERR) FOCUSES ON CROSS-CUTTING ISSUES RELATED TO AGRICULTURE, FORESTRY, HUMAN SCIENCES, NATURAL RESOURCES, ECOLOGICAL SCIENCES, OCEANS AND ATMOSPHERE, AND VETERINARY MEDICINE IN THE FUNCTIONAL AREAS OF RESEARCH, EXTENSION, AND ACADEMIC PROGRAMS. THE COMMISSION SEEKS TO FORMULATE AND IMPLEMENT AN INTEGRATED FEDERAL RELATIONS PROGRAM AND FORMULATE CONGRESSIONAL BUDGET RECOMMENDATIONS IN HIGH-PRIORITY AREAS OF NATIONAL CONCERN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1338382 | Expense |
| Revenue | 614089 | Revenue |
| Description | THE OFFICE OF RESEARCH & SCIENCE POLICY'S MAJOR INITIATIVE IS THE SCIENCE AND MATHEMATICS TEACHER IMPERATIVE (SMTI), A LONG-TERM EFFORT TO ADDRESS THE SHORTAGE OF WELL QUALIFIED SCIENCE AND MATH TEACHERS. WHILE MANY INSTITUTIONS CAN AND SHOULD HELP ADDRESS THIS CRITICAL NATIONAL NEED, IT IS PARTICULARLY IMPORTANT FOR APLU-MEMBER INSTITUTIONS, WITH THEIR HEAVY ENGAGEMENT IN RESEARCH AND EDUCATION IN STEM DISCIPLINES, TO ACCEPT LEADERSHIP TO PRODUCE MORE AND BETTER MATH AND SCIENCE TEACHERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1177052 | Expense |
| Revenue | 853964 | Revenue |
| Description | THE OFFICE OF ACADEMIC AFFAIRS' MAJOR INTITIATIVE IS THE VOLUNTARY SYSTEM OF ACCOUNTABILITY (VSA). THIS PROJECT HAS LED TO THE DEVELOPMENT OF COLLEGE PORTRAIT, A TOOL WHICH PROVIDES CONSISTENT, COMPARABLE AND TRANSPARENT INFORMATION ON THE CHARACTERISTICS OF INSTITUTIONS AND STUDENTS, COST OF ATTENDANCE, STUDENT ENGAGEMENT WITH THE LEARNING PROCESS, AND CORE EDUCATIONAL OUTCOMES. THE INFORMATION IS INTENDED FOR STUDENTS, FAMILIES, POLICYMAKERS, CAMPUS FACULTY AND STAFF, THE GENERAL PUBLIC, AND OTHER HIGHER EDUCATION STAKEHOLDERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4797582 | Expense |
| Grants | 51725 | Grants |
| Revenue | 1264674 | Revenue |
| Description | INTERNATIONAL PROGRAMS, CONGRESSIONAL & GOVERNMENTAL AFFAIRS, PUBLIC AFFAIRS, AND ACCESS AND ADVANCEMENT OF MINORITY & BLACK UNIVERSITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4797582 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 51725 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1264674 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12828441 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 60 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024786040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW STE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR ANN WEAVER HART | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR BERNADETTE GRAY LITTLE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR BRADY DEATON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR CAROL Z GARRISON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR CAROLYN MAHONEY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR CHARLES R BANTZ | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR CRAIG D WEIDEMANN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DANIEL M FOGEL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DEBRA G ROBINSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR DIANA NATALICIO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR ELSON S FLOYD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GP BUD PETERSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GENE D BLOCK | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GEORGE COOPER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR GREGORY L GEOFFROY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR J BERNARD MACHEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR J SCOTT ANGLE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JACK M WILSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAN R MARTIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JIM CLEMENTS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JOHN DUNN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR JUDY L GENSHAFT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR LEE T TODD JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR MRC GREENWOOD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR MARY E SIAS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR MICHAEL A MCROBBIE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR MICHAEL V DRAKE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR NANCY A MARLIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR PHILLIP DISTEFANO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR PREM S PAUL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR RANDA S SAFADY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR ROBERT H BRUININKS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR SALLY MASON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NATALIE KRAWITZ | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| VIJI MURALI | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERTS B KNOTTS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| M PETER MCPHERSON | ||||||||
| PRESIDENT | 37.50 | 493164 | 0 | 58792 | X | |||
| JEAN MIDDLETON | ||||||||
| CHIEF OF STAFF | 37.50 | 114202 | 0 | 20743 | X | |||
| ELLEN GARDENER | ||||||||
| TREASURER, CFO | 37.50 | 66193 | 0 | 654 | X | |||
| EMILY VAN LOON | ||||||||
| TREASURER, CFO | 37.50 | 23503 | 0 | 4926 | X | |||
| STEVEN CRABTREE | ||||||||
| TREASURER, CFO | 37.50 | 58489 | 0 | 5753 | X | |||
| IAN MAW | ||||||||
| VICE PRESIDENT | 37.50 | 261458 | 0 | 24500 | X | |||
| MICHAEL TANNER | ||||||||
| VICE PRESIDENT | 37.50 | 328201 | 0 | 25479 | X | |||
| JENNIFER POULAKIDAS | ||||||||
| VICE PRESIDENT | 37.50 | 162630 | 0 | 21808 | X | |||
| HOWARD GOBSTEIN | ||||||||
| VICE PRESIDENT | 37.50 | 189260 | 0 | 32655 | X | |||
| JAMES TURNER | ||||||||
| DIRECTOR OF ENERGY PROGRAM | 37.50 | 180920 | 0 | 17300 | X | |||
| JANE SCHUCHARDT | ||||||||
| DIRECTOR, EXTENSION & RESEARCH | 37.50 | 165834 | 0 | 16400 | X | |||
| CHRISTINE KELLER | ||||||||
| DIRECTOR OF RESEARCH | 37.50 | 142711 | 0 | 20267 | X | |||
| MALCOLM BUTLER | ||||||||
| VICE PRESIDENT | 37.50 | 138558 | 0 | 12749 | X | |||
| LORENZO ESTERS | ||||||||
| VICE PRESIDENT | 37.50 | 134273 | 0 | 24568 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2459396 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 286594 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CORNERSTONE GOVERNMENT AFFAIRS LLC | |||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | CONSULTING | 766860 |
| NATIONAL STRATEGIES LLC | |||||
| 1400 EYE STREET NW | WASHINGTON | DC | 20005 | CONSULTING | 120000 |
| DAVID HANSEN | |||||
| 6932 BETSEY PLACE | WORTHINGTON | OH | 43085 | CONSULTING | 110000 |
| THE THIRD MILE GROUP LLC | |||||
| 1276 SOUTH FILLMORE STREET | DENVER | CO | 80210 | CONSULTING | 105432 |
| THE LIVINGSTON GROUP LLC | |||||
| 14231 WILLARD ROAD - SUITE 100 | CHANTILLY | VA | 20151 | CONSULTING | 102036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 956875 | GovernmentGrants |
| All Other Contributions | 1231857 | AllOtherContributions |
| Total Contributions | 2188732 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 11089976 | 11089976 |
| MEETINGS & SEMINARS | 900099 | 1151992 | 1151992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12241968 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79095 | TotalRevenueColumn |
| Exclusion | $79,095 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 588 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 588 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6216 | TotalRevenueColumn |
| Exclusion | $6,216 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6216 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14516599 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12242556 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $85,311 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2685275 | Total |
| Program Services | 2685275 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51725 | Total |
| Program Services | 51725 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1920875 | Total |
| Program Services | 1513441 | ProgramServices |
| Management And General | 407434 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3601133 | Total |
| Program Services | 2841049 | ProgramServices |
| Management And General | 760084 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305616 | Total |
| Program Services | 238381 | ProgramServices |
| Management And General | 67235 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297407 | Total |
| Program Services | 231977 | ProgramServices |
| Management And General | 65430 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317847 | Total |
| Program Services | 257456 | ProgramServices |
| Management And General | 60391 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1835669 | Total |
| Program Services | 1835669 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28998 | Total |
| Management And General | 28998 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43700 | Total |
| Management And General | 43700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118814 | Total |
| Program Services | 118814 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519865 | Total |
| Program Services | 463343 | ProgramServices |
| Management And General | 56522 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168255 | Total |
| Program Services | 46312 | ProgramServices |
| Management And General | 121943 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167710 | Total |
| Management And General | 167710 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597926 | Total |
| Program Services | 569134 | ProgramServices |
| Management And General | 28792 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1311311 | Total |
| Program Services | 1311311 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152598 | Total |
| Management And General | 152598 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52207 | Total |
| Program Services | 11858 | ProgramServices |
| Management And General | 40349 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 197002 | 101552 | 95450 |
| DUES AND CONTRIBUTIONS | 73651 | 62151 | 11500 |
| BANK FEES & CREDIT CARD | 66977 | 44218 | 22759 |
| EQUIPMENT RENTAL & MAIN | 62209 | 62209 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36683 | Total |
| Program Services | 444775 | ProgramServices |
| Management And General | -408092 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14613453 | Total |
| Program Services | 12828441 | ProgramServices |
| Management And General | 1785012 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489327 | BOY |
| EOY | 57894 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106636 | BOY |
| EOY | 86996 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348049 | BOY |
| EOY | 437661 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185763 | BOY |
| EOY | 458360 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82320 | BOY |
| EOY | 167904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5498990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1954122 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3620357 | BOY |
| EOY | 3544868 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8904518 | BOY |
| EOY | 9833243 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93565 | BOY |
| EOY | 106851 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13830535 | BOY |
| EOY | 14693777 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531846 | BOY |
| EOY | 739239 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1074531 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468750 | BOY |
| EOY | 165673 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2963100 | BOY |
| EOY | 2793567 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184622 | BOY |
| EOY | 200111 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4148318 | BOY |
| EOY | 4973121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8118904 | BOY |
| EOY | 8150757 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63313 | BOY |
| EOY | 69899 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500000 | BOY |
| EOY | 1500000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9682217 | BOY |
| EOY | 9720656 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13830535 | BOY |
| EOY | 14693777 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -96854 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 135293 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12166400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11862739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11939703 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12530232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13278708 | CurrentTaxYear |
| Total | 61777782 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12166400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11862739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11939703 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12530232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13278708 | CurrentTaxYear |
| Total | 61777782 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 345957 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61431825 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 366044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 191079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -4219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57473 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79095 | CurrentTaxYear |
| Total | 689472 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95872 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6216 | CurrentTaxYear |
| Total | 234912 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 62702166 | TotalSupport |
| Gross Receipts From Admissions Etc | 5544715 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11231 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 360265 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 371496 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14984949 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15356445 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 917822 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 229456 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 835400 | CurrentYearMinus3 |
| Current Year Minus2 | 797187 | CurrentYearMinus2 |
| Current Year Minus1 | 813655 | CurrentYearMinus1 |
| Current Year | 917822 | CurrentYear |
| Total | 3364064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,046,096 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 645797 | CurrentYearMinus3 |
| Current Year Minus2 | 374895 | CurrentYearMinus2 |
| Current Year Minus1 | 365954 | CurrentYearMinus1 |
| Current Year | 371496 | CurrentYear |
| Total | 1758142 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 208850 | CurrentYearMinus3 |
| Current Year Minus2 | 199297 | CurrentYearMinus2 |
| Current Year Minus1 | 203414 | CurrentYearMinus1 |
| Current Year | 229456 | CurrentYear |
| Total | 841017 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,261,526 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 10561 | CurrentYearMinus3 |
| Current Year Minus2 | 7666 | CurrentYearMinus2 |
| Current Year Minus1 | 11011 | CurrentYearMinus1 |
| Current Year | 11231 | CurrentYear |
| Total | 40469 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1563313 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 50829 | InvestmentEarningsOrLosses |
| Other Expenditures | 44243 | OtherExpenditures |
| End Of Year Balance | 1569899 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1531430 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 29208 | InvestmentEarningsOrLosses |
| Other Expenditures | 2675 | OtherExpenditures |
| End Of Year Balance | 1563313 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1519581 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11849 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1531430 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1520429 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1488 | InvestmentEarningsOrLosses |
| Other Expenditures | 2336 | OtherExpenditures |
| End Of Year Balance | 1519581 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95550 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04450 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1331256 | OtherCostOrOtherBasis |
| Book Value | 1331256 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3115486 | OtherCostOrOtherBasis |
| Depreciation | 1041843 | Depreciation |
| Book Value | 2073643 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 190227 | OtherCostOrOtherBasis |
| Depreciation | 182648 | Depreciation |
| Book Value | 7579 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 862021 | OtherCostOrOtherBasis |
| Depreciation | 729631 | Depreciation |
| Book Value | 132390 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3544868 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS- SECURITIES | Description |
| Book Value | 9833243 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9833243 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $96,186 |
| INTEREST RATE SWAP OBLIGATION | $103,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 200111 | TotalOfAmounts |
| Total Revenue | 14516599 | TotalRevenue |
| Total Expenses | 14613453 | TotalExpenses |
| Excess Or Deficit For Year | -96854 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 136697 | NetUnrealizedGLOnInvestments |
| Other | -$1,404 | OtherAmount |
| Total Adjustments | 135293 | TotalAdjustments |
| Excess Or Deficit Per FS | 38439 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14651892 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 136697 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 136697 | RevenueNotRptdF990 |
| Revenue Subtotal | 14515195 | RevenueSubtotal |
| Other Revenues Not Included | 1404 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1404 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14516599 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14613453 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14613453 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14613453 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF FUNDS GRANTED BY THE W.K. KELLOGG ASSOCIATION FOR RECOGNIZING AND REWARDING PUBLIC UNIVERSITY FACULTY AND EXTERNAL PARTNERS FOR OUTSTANDING PARTNERSHIPS THAT EMBRACE PUBLIC UNIVERSITY ENGAGEMENT WITH THEIR CONSTITUENTS. THE ENDOWMENT IS DONOR-RESTRICTED TO BE HELD IN PERPETUITY TO GENERATE RETURNS TO PROVIDE FOR TWO ANNUAL SETS OF AWARDS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. AT A MINIMUM, THE DECEMBER 31, 2008 THROUGH 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP -1,404. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP 1,404. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NEBRASKA | ||||||||
| 1400 R STREET | LINCOLN | NE | 68588 | 470049123 | 501(C)(3) | 2400000 | EXTENSION PROJECT | |
| SOUTH DAKOTA STATE UNIVERSITY | ||||||||
| ADMINISTRATION 200 | BROOKINGS | SD | 57007 | 466000364 | 501(C)(3) | 35000 | EXTENSION PROJECT | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| 2200 HILLSBOROUGH | RALEIGH | NC | 276957214 | 566000756 | 501(C)(3) | 34000 | EXTENSION PROJECT | |
| AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES | ||||||||
| 1307 NEW YORK AVENUE | WASHINGTON | DC | 20005 | 520747578 | 501(C)(3) | 15000 | EXTENSION PROJECT | |
| TEXAS AGRILIFE EXTENSION SERVICE | ||||||||
| 600 JOHN KIMBROUGH BOULEVARD SUITE | COLLEGE STATION | TX | 77843 | 746000537 | 501(C)(5) | 46000 | EXTENSION PROJECT | 509 |
| AMERICAN ASSOCIATION OF COMMUNITY COLLEGES | ||||||||
| ONE DUPONT CIRCLE NW 140 | WASHINGTON | DC | 20036 | 530196569 | 501(C)(3) | 26422 | PROGRAM SUPPORT | |
| MONTANA STATE UNIVERSITY | ||||||||
| 203 CULBERSTON | BOZEMAN | MT | 59717 | 816010045 | 115 | 20000 | PROGRAM SUPPORT | |
| UNIVERSITY OF GEORGIA FANNING INSTITUTE | ||||||||
| 1240 S LUMPKIN STREET | ATHENS | GA | 30602 | 586001998 | 115 | 108853 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TEACHING AWARDS | 10 | 24000 |
| SCHOLARSHIPS | 3 | 225 |
| GRANT/CONTRACT PERSONNEL | 1 | 12500 |
| EXTENSION AWARD | 6 | 10000 |
| DIVERSITY AWARD | 2 | 5000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M PETER MCPHERSON | |||||||||||||
| 421173 | 0 | 0 | 0 | 71991 | 0 | 41500 | 0 | 20217 | 0 | 554881 | 0 | 0 | 0 |
| IAN MAW | |||||||||||||
| 254042 | 0 | 0 | 0 | 7416 | 0 | 24500 | 0 | 3260 | 0 | 289218 | 0 | 0 | 0 |
| MICHAEL TANNER | |||||||||||||
| 317629 | 0 | 6000 | 0 | 4572 | 0 | 24500 | 0 | 4743 | 0 | 357444 | 0 | 0 | 0 |
| JENNIFER POULAKIDAS | |||||||||||||
| 160144 | 0 | 2000 | 0 | 486 | 0 | 16300 | 0 | 12241 | 0 | 191171 | 0 | 0 | 0 |
| HOWARD GOBSTEIN | |||||||||||||
| 171826 | 0 | 16000 | 0 | 1434 | 0 | 17719 | 0 | 19577 | 0 | 226556 | 0 | 0 | 0 |
| JAMES TURNER | |||||||||||||
| 174001 | 0 | 2500 | 0 | 4419 | 0 | 17300 | 0 | 2709 | 0 | 200929 | 0 | 0 | 0 |
| JANE SCHUCHARDT | |||||||||||||
| 161400 | 0 | 3000 | 0 | 1434 | 0 | 16400 | 0 | 6425 | 0 | 188659 | 0 | 0 | 0 |
| CHRISTINE KELLER | |||||||||||||
| 139290 | 0 | 3000 | 0 | 421 | 0 | 14183 | 0 | 9300 | 0 | 166194 | 0 | 0 | 0 |
| MALCOLM BUTLER | |||||||||||||
| 135243 | 0 | 0 | 0 | 3315 | 0 | 12749 | 0 | 5086 | 0 | 156393 | 0 | 0 | 0 |
| LORENZO ESTERS | |||||||||||||
| 129035 | 0 | 5000 | 0 | 238 | 0 | 13500 | 0 | 20837 | 0 | 168610 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | REIMBURSEMENT AND PROVISION OF THE EXPENSES LISTED IN SCHEDULE J, PART 1, LINE 1A IS DETERMINED BY THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE AS A PART OF THEIR DELIBERATIONS ON AN OVERALL PACKAGE FOR THE ASSOCIATION'S PRESIDENT. AS SUCH, NO FORMAL POLICY EXISTS THAT MANDATES WHICH, IF ANY, OF THESE EXPENSES ARE REQUIRED TO BE INCLUDED. THE COMMITTEE DOES CONSIDER THE COMPENSATION PACKAGES PROVIDED TO THE OTHER ASSOCIATIONS THAT COMPRISE THE "SIX," A GROUPING OF THE SIX MOST SIGNIFICANT ASSOCIATIONS FOR HIGHER EDUCATION OF WHICH APLU IS ONE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION SHALL HAVE ONE CLASS OF MEMBERS, UNLESS OTHERWISE DETERMINED BY THE BOARD. MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE, EXCEPT AS PART OF THEIR MEMBERSHIP ON ASSOCIATION BOARDS, COMMISSIONS, COMMITTEES AND COUNCILS DESCRIBED BELOW. ALL MEMBERS OF THE ASSOCIATION SHALL CONSIST OF INSTITUTIONS OF HIGHER EDUCATION, EACH OF WHICH QUALIFIES UNDER SECTION 115(A) OF THE INTERNAL REVENUE CODE OF 1986, OR IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(A) OF SUCH CODES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF SUCH CODE, AND IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2), OR (3) OF SUCH CODES (OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW), AND WHICH MEET THE FOLLOWING ADDITIONAL CRITERIA: 1. AUTOMATIC MEMBERSHIP PUBLIC UNIVERSITIES OR COLLEGES THAT MEET AT LEAST ONE OF THE FOLLOWING THREE CRITERIA ARE QUALIFIED FOR A.P.L.U. MEMBERSHIP WITHOUT FORMAL ACTION BY THE BOARD OF DIRECTORS (A) INSTITUTION IS A LAND GRANT INSTITUTION (1862, 1890, 1994) (B) INSTITUTION IS CLASSIFIED IN ONE OF TWO BASIC CLASSIFICATION CATEGORIES FROM THE 2005 CARNEGIE CLASSIFICATION OF INSTRUCTIONAL PROGRAMS (SOURCE: 2005 CARNEGIE EDITION). RESEARCH (VERY HIGH) RESEARCH (HIGH) (C) INSTITUTION IS A CURRENT A.P.L.U. MEMBER IN GOOD STANDING. 2. PRESUMPTIVE MEMBERSHIP INSTITUTIONS THAT DO NOT MEET THE CRITERIA ABOVE MAY QUALIFY FOR MEMBERSHIP BY MEETING THE RESEARCH CRITERIA BELOW (A) AND TWO OF THE THREE ADDITIONAL CRITERIA (B, C, OR D). INSTITUTIONS WILL THEN BE CONSIDERED FOR MEMBERSHIP BY THE A.P.L.U. BOARD OF DIRECTORS AND MUST BE APPROVED BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE DISTRIBUTED ELECTRONICALLY TO THE APLU AUDIT COMMITTEE MEMBERSHIP FOR REVIEW AND APPROVAL. DURING THE DISTRIBUTION PROCESS, THE BOARD OF DIRECTORS ARE COPIED ON THE CORRESPONDENCE. AS REQUIRED, CONFERENCE CALLS ARE MADE WITH THE AUDIT COMMITTEE TO DISCUSS ANY QUESTIONS ON THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHIEF FINANCIAL OFFICER IS THE PRIMARY OFFICER RESPONSIBLE FOR MONITORING FOR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS. MONITORING INCLUDES RELIANCE ON APLU EMPLOYEES FOR REPORTING MATTERS OF CONCERN. ALL APLU STAFF, REGARDLESS OF POSITION, ARE COVERED UNDER THE POLICY. IN THE CASE OF THE PRESIDENT, IF SATISFACTORY CONCLUSION CANNOT BE REACHED BY THE CFO, THEN THE CFO IS EMPOWERED TO REFER THE MATTER TO THE CHAIR OF THE BOARD OF DIRECTORS. IN ALL OTHER CASES, THE PRESIDENT IS THE ULTIMATE AUTHORITY FOR DETERMINING DISCIPLINARY AND CORRECTIVE ACTIONS FOR CONFLICT OF INTERESTS NOT RESOLVED BY THE CFO. TO DATE, APLU HAS NOT HAD A CONFLICT OF INTEREST TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE APLU BOARD OF DIRECTORS SETS THE CEO COMPENSATION DURING ITS NOVEMBER MEETING. PRIOR TO THE MEETING, COMPARABILITY DATA IS PROVIDED TO THEM BY THE APLU CHIEF FINANCIAL OFFICER. THE COMPARABILITY DATA IS AT THE DETAIL LEVEL AND ENCOMPASSES THE COMPENSATION PROVIDED TO THE CEOS OF THE SIX LEADING ASSOCIATIONS FOR HIGHER EDUCATION. ALSO MADE AVAILABLE ARE THE RESULTS FROM VARIOUS SURVEYS ON CEO SALARIES SUCH AS WASHINGTON AREA EXECUTIVE SECRETARIAT AND THE HUMAN RESOURCE ASSOCIATION OF THE NATIONAL CAPITAL AREA'S ANNUAL "COMPENSATION SURVEY REPORT." | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 136,697. CHANGE IN VALUE OF INTEREST RATE SWAP -1,404. TOTAL TO FORM 990, PART XI, LINE 5: 135,293. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |