2024-05-01T10:12:38-05:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 474374655 POSTSECONDARY NATIONAL POLICY INSTITUTE POST 2024073172 1828 L STREET NW 300-E WASHINGTON DC 20036 MARYELLEN MCGUIRE PRESIDENT 2024073172 2024-04-30 1 MARYELLEN MCGUIRE XXX-XX-XXXX 0 MICHAEL LUMSDEN P01262236 4159561500 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PNPI MARYELLEN MCGUIRE 1828 L STREET NW 300-E WASHINGTON DC 20036 1960673 0 X PNPI.ORG X 2015 DC PNPI'S MISSION IS TO INCREASE THE KNOWLEDGE, CAPACITY, AND DIVERSITY OF FEDERAL POSTSECONDARY POLICYMAKERS, LEADERS, AND THINKERS. 5 5 8 5 0 0 306645 1908749 56232 16580 0 35344 0 0 362877 1960673 0 0 0 0 815012 927856 0 0 44937 274645 370191 1089657 1298047 -726780 662626 1130476 1866637 281007 354542 849469 1512095 X PNPI'S MISSION IS TO INCREASE THE KNOWLEDGE, CAPACITY, AND DIVERSITY OF FEDERAL POSTSECONDARY POLICYMAKERS, LEADERS, AND THINKERS. 0 1 484664 0 0 PNPI HOSTED TWO IN-PERSON SEMINARS, AN IN-PERSON BOOT CAMP, AND ONE VIRTUAL LEARNING DAY. THE SEMINARS FOCUSED ON STUDENT LOAN DEBT AND REPAYMENT AND TITLE IV PROGRAM INTEGRITY ISSUES. THE BOOT CAMP FOCUSED ON THE FEDERAL BUDGET AND APPROPRIATIONS PROCESS. THE VIRTUAL LEARNING DAY ALSO FOCUSED ON PROGRAM INTEGRITY. 238327 0 15980 PNPI HOSTED THREE RESEARCHER SPOTLIGHTS, THREE ITERATIONS OF A VIRTUAL COURSE, ONE VIRTUAL BOOT CAMP, AND ONE IN-PERSON BOOT CAMP FOR PROSPECTIVE POLICYMAKERS AND THE LARGER FEDERAL HIGHER EDUCATION COMMUNITY.RESEARCHER SPOTLIGHTS INTRODUCED PARTICIPANTS TO UP-AND-COMING POSTSECONDARY RESEARCHERS. THE VIRTUAL COURSE FOCUSED ON FEDERAL STUDENT AID AND INCLUDED BOTH SYNCHRONOUS AND ASYNCHRONOUS COMPONENTS. ONE VIRTUAL BOOT CAMP FOCUSED ON COLLEGE COST, ONE VIRTUAL BOOT CAMP FOCUSED ON FEDERAL STUDENT AID, AND ONE IN-PERSON BOOT CAMP FOCUSED ON FEDERAL STUDENT AID. BOOT CAMPS PROVIDED PARTICIPANTS WITH AN OPPORTUNITY TO EXPAND THEIR CONTENT KNOWLEDGE WHILE NETWORKING WITH OTHERS. 202907 0 0 SMALLER MEETINGS WERE HELD WITH HIGHER EDUCATION STAKEHOLDERS AS A MEANS TO EXTEND OUR REACH AND EXPERTISE. PNPI ALSO CREATES AND PUBLISHES PRIMERS, MEMOS, AND FACTSHEETS ON POSTSECONDARY TOPICS AND HOSTS THE PNPI EXPLORER, A HIGHER EDUCATION DATA TOOL. 925898 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 7 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X SHANNON SCOTT 2025951061 1828 L STREET NW SUITE 300-E WASHINGTON DC 20036 TERRELL HALASKA DUNN CHAIR OF THE BOARD 0.50 X X 0 0 0 ADRIAN HAUGABROOK VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 LAURA PERNA TREASURER OF THE BOARD 0.50 X X 0 0 0 DENISE FORTE SECRETARY OF THE BOARD 0.50 X X 0 0 0 CRYSTAL GREEN MEMBER OF THE BOARD 0.50 X 0 0 0 MARYELLEN MCGUIRE PRESIDENT 40.00 X 289650 0 57177 ELIZABETH PRUETER CHIEF OF STAFF 40.00 X 178412 0 46272 468062 0 103449 2 0 1 0 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMINISTRATIVE / OPERATIONAL SERVICES 131618 1 1908749 1908749 CONFERENCES/EVENTS 900099 16580 15980 600 16580 35344 35344 1960673 15980 0 35944 611367 425562 146219 39586 238112 227527 8949 1636 8528 8288 168 72 22622 22134 268 220 47227 37895 7568 1764 131618 131618 4100 4100 49920 45640 2700 1580 6 6 3009 152 2827 30 21242 8557 12685 4765 2139 2626 26472 25694 778 117384 113684 3700 2565 2565 HONORARIA AND GIFTS 6530 6200 330 STAFF TRAINING 1375 1375 DUES AND SUBSCRIPTIONS 1205 1045 111 49 1298047 925898 327212 44937 1050476 364248 0 802389 75000 700000 5000 0 1130476 1866637 281007 354542 281007 354542 X 826722 1263072 22747 249023 849469 1512095 1130476 1866637 662626 0 X 0 1 X 1 0 X X X 1 NEW VENTURE FUND 205806345 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: PNPI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS RECOGNIZES PNPI AS A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3), AS PNPI IS CONTROLLED BY NVF. X X 0 0 0 0 0 0 0 1 0 MARYELLEN MCGUIRE PRESIDENT 243950 0 45700 0 0 0 15095 0 42082 0 346827 0 0 0 ELIZABETH PRUETER CHIEF OF STAFF 145000 0 33412 0 0 0 10939 0 35333 0 224684 0 0 0 PART I, LINE 7 THE QUALIFICATION FOR AND THE AMOUNT OF THE PRESIDENT'S BONUS IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON EXPECTATIONS ESTABLISHED DURING THE PRIOR YEAR'S EVALUATION PROCESS. THE QUALIFICATION FOR AND THE AMOUNT OF THE CHIEF OF STAFF'S BONUS IS DETERMINED BY THE PRESIDENT BASED ON EXPECTATIONS ESTABLISHED DURING THE PRIOR YEAR'S EVALUATION PROCESS. SOME OF THESE EVALUATIONS REQUIRE THE USE OF DISCRETION, AND WOULD BE CONSIDERED A "NON-FIXED PAYMENT". FORM 990, PART III, LINE 3 IN 2023, PNPI'S SUMMER SCHOLARS PROGRAM WAS INCORPORATED INTO ITS NON-CONGRESSIONAL WORK AS IT FALLS UNDER THE LARGER NON-CONGRESSIONAL / COMMUNITY PROGRAMMING UMBRELLA. FORM 990, PART V, LINE 2A: DURING THE 2023 CALENDAR YEAR, PNPI HAD 8 EMPLOYEES; THESE EMPLOYEES' FORM W-2S WERE ISSUED BY NEW VENTURE FUND (EIN: 20-5806345), THE COMMON PAYMASTER FOR PNPI. FORM 990, PART VI, SECTION A, LINE 3 DURING THE 2023 TAX YEAR, THE ORGANIZATION CONTRACTED WITH ARABELLA ADVISORS TO PROVIDE ALL ADMINISTRATIVE ACTIVITIES; PAYMENTS TO ARABELLA ADVISORS IN EXCHANGE FOR THESE SERVICES TOTALED $131,618 DURING 2023. FORM 990, PART VI, SECTION A, LINE 6 PNPI DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, PNPI HAS ONE SOLE MEMBER: NEW VENTURE FUND, A NONPROFIT ORGANIZED UNDER THE LAWS OF THE DISTRICT OF COLUMBIA AND EXEMPT FROM FEDERAL INCOME TAXATION AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST A MAJORITY OF THE DIRECTORS ARE APPOINTED BY NEW VENTURE FUND. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE COMPLETED FORM 990 FROM PNPI'S INDEPENDENT TAX ACCOUNTANT, THE ORGANIZATION'S MANAGEMENT REVIEWS A DRAFT OF THE FORM; ADJUSTMENTS ARE MADE AS NECESSARY. PNPI THEN SENDS OUT THE FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR WRITTEN APPROVAL; QUESTIONS ABOUT THE FORM 990 ARE ANSWERED BY PNPI'S PRESIDENT AND/OR THE INDEPENDENT TAX ACCOUNTANT VIA E-MAIL OR TELEPHONE. IF REQUESTED BY A BOARD MEMBER, A MEETING OF THE BOARD OF DIRECTORS IS CALLED FOR FURTHER DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON OF THE ORGANIZATION (WHICH INCLUDES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES) ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; (III) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND (IV) HAS COMPLETED THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. SHOULD A CONFLICT OF INTEREST ARISE, COVERED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD, COMMITTEE, OR BOARD'S DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIP. DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS THEN INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION (IF APPROPRIATE), WHETHER PNPI COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS, OR WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. PROCEEDINGS ARE RECORDED IN THE BOARD OR COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CHIEF OF STAFF'S SALARIES ARE DETERMINED USING COMPENSATION COMPARISONS WITH OTHER GROUPS IN THE SPACE AND WITH GUIDANCE FROM NEW VENTURE FUND. THE CHIEF OF STAFF'S SALARY IS REVIEWED AND APPROVED BY THE PRESIDENT ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE CHIEF OF STAFF MEETING GOALS PREVIOUSLY ESTABLISHED DURING THE ORGANIZATION'S ANNUAL EVALUATIVE PROCESS. THE PRESIDENT'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE PRESIDENT HITTING PREVIOUSLY ESTABLISHED GOALS DURING THEIR ANNUAL EVALUATIVE PROCESS. THE PRESIDENT'S COMPENSATION IS ALSO DETERMINED BY MEMBERS OF THE BOARD OF DIRECTORS' EXPERIENCE WITH EXECUTIVE COMPENSATION AS MEMBERS OF OTHER BOARDS AND/OR AS SENIOR EXECUTIVES IN OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PNPI'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 205806345 TO SUPPORT INNOVATIVE AND EFFECTIVE PUBLIC INTEREST PROJECTS DC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0