ASSOCIATION OF AMERICAN UNIVERSITIES: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF AMERICAN UNIVERSITIES (EIN 52-1947112)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-13
IRS object ID
202402269349301570
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-13T14:29:49-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 RESEARCH COURT SUITE 400AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521947112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF AMERICAN UNIVERSITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone2024087500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 NEW YORK AVE NW 550AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA R SNYDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2024087500PhoneNum
Signature2024-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone3016913600PhoneNum
Preparation2024-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBARBARA R SNYDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 NEW YORK AVE NW 550AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,155,430GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionFOUNDED IN 1900, THE ASSOCIATION OF AMERICAN UNIVERSITIES (AAU) IS COMPOSED OF 71 DISTINGUISHED RESEARCH UNIVERSITIES, 69 IN THE UNITED STATES AND TWO IN CANADA, THAT CONTINUALLY ADVANCE SOCIETY THROUGH EDUCATION, RESEARCH, AND DISCOVERY. OUR U.S. MEMBER UNIVERSITIES EARN THE MAJORITY OF COMPETITIVELY AWARDED FEDERAL FUNDING FOR ACADEMIC RESEARCH, ARE IMPROVING HUMAN LIFE AND WELLBEING THROUGH RESEARCH, AND ARE EDUCATING TOMORROW'S VISIONARY LEADERS AND GLOBAL CITIZENS. AAU MEMBERS COLLECTIVELY HELP SHAPE POLICY FOR HIGHER EDUCATION, SCIENCE, AND INNOVATION; PROMOTE BEST PRACTICES IN UNDERGRADUATE AND GRADUATE EDUCATION; AND STRENGTHEN THE CONTRIBUTIONS OF RESEARCH UNIVERSITIES TO SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee44TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$572,069PYContributionsGrantsAmt
CY Contributions Grants$18,500CYContributionsGrantsAmt
PY Program Service Revenue$9,323,455PYProgramServiceRevenueAmt
CY Program Service Revenue$10,549,713CYProgramServiceRevenueAmt
PY Investment Income$278,772PYInvestmentIncomeAmt
CY Investment Income$371,146CYInvestmentIncomeAmt
PY Other Revenue$1,500PYOtherRevenueAmt
CY Other Revenue$662CYOtherRevenueAmt
PY Total Revenue$10,175,796PYTotalRevenueAmt
CY Total Revenue$10,940,021CYTotalRevenueAmt
PY Grants And Similar Paid$20,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$200,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,773,949PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,088,238CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,139,746PYOtherExpensesAmt
CY Other Expenses$3,464,228CYOtherExpensesAmt
PY Total Expenses$9,933,695PYTotalExpensesAmt
CY Total Expenses$10,752,466CYTotalExpensesAmt
PY Revenues Less Expenses$242,101PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$187,555CYRevenuesLessExpensesAmt
Total Assets BOY$13,327,959TotalAssetsBOYAmt
Total Assets EOY$22,120,340TotalAssetsEOYAmt
Total Liabilities BOY$6,971,153TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,236,403TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,356,806NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,883,937NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFOUNDED IN 1900, AAU IS COMPOSED OF 71 (AS OF FY23) DISTINGUISHED INSTITUTIONS IN THE UNITED STATES AND CANADA THAT CONTINUALLY ADVANCE SOCIETY THROUGH EDUCATION, RESEARCH, AND DISCOVERY. OUR U.S. MEMBER UNIVERSITIES EARN THE MAJORITY OF COMPETITIVELY AWARDED FEDERAL FUNDING FOR ACADEMIC RESEARCH, ARE IMPROVING HUMAN LIFE AND WELLBEING THROUGH RESEARCH, AND ARE EDUCATING TOMORROW'S VISIONARY LEADERS AND GLOBAL CITIZENS. AAU MEMBERS COLLECTIVELY HELP SHAPE POLICY FOR HIGHER EDUCATION, SCIENCE, AND INNOVATION; PROMOTE BEST PRACTICES IN UNDERGRADUATE AND GRADUATE EDUCATION; AND STRENGTHEN THE CONTRIBUTIONS OF RESEARCH UNIVERSITIES TO SOCIETY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,118,158ExpenseAmt
Revenue$9,977,750RevenueAmt
DescFEDERAL RELATIONS, POLICY, AND PUBLIC AFFAIRS: THE MAJORITY OF THE PROGRAM FUNDS EXPENDED BY THE ASSOCIATION OF AMERICAN UNIVERSITIES (AAU) IS CONCENTRATED IN FEDERAL GOVERNMENT RELATIONS, POLICY STUDIES, AND PUBLIC AFFAIRS & COMMUNICATIONS. AAU'S PROGRAMS AND PROJECTS ADDRESS BOTH FEDERAL AND INSTITUTIONAL POLICIES AND PRACTICES. MAINTAINING THE PRODUCTIVE PARTNERSHIP BETWEEN THE NATION'S RESEARCH UNIVERSITIES AND THE FEDERAL GOVERNMENT IS A KEY AREA OF FOCUS. THIS INCLUDES WORK ON FEDERAL AND INSTITUTIONAL POLICIES AFFECTING THE TEACHING, RESEARCH, AND SERVICE MISSIONS OF RESEARCH UNIVERSITIES, THEIR STUDENTS, FACULTY MEMBERS, AND STAFF. THIS INCLUDES FEDERAL INVESTMENTS IN STUDENT AID, HIGHER EDUCATION, COMPETITIVELY AWARDED-BASIC SCIENTIFIC RESEARCH PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$449,303ExpenseAmt
Grant$200,000GrantAmt
DescGRANT-FUNDED PROJECTS: AAU ADVANCES PROJECTS THAT ADDRESS CRITICAL RESEARCH AND EDUCATION POLICY ISSUES IMPACTING AAU MEMBER UNIVERSITIES. WE ARE SELECTIVE IN THE GRANTS WE SOLICIT TO ENSURE THAT THE GRANT-FUNDED WORK ALIGNS WITH AAU'S GOALS AND PRIORITIES. AAU CURRENTLY HAS TWO ACTIVE GRANTS SUPPORTING OUR UNDERGRADUATE TEACHING EVALUATION PROJECT, AND CLOSED GRANTS SUPPORTING OUR PHD EDUCATION INITIATIVE AND OUR PUBLIC ACCESS TO RESEARCH DATA PROJECT. AAU STAFF CONTINUALLY EVALUATE POTENTIAL GRANT OPPORTUNITIES. UNDERGRADUATE TEACHING EVALUATION PROJECT AAU IS COMMITTED TO CREATING MORE EQUITABLE AND EFFECTIVE MEANS TO EVALUATE EDUCATIONAL CONTRIBUTIONS WITHIN FACULTY REWARDS STRUCTURES. AAU IS SUPPORTING FIVE AAU STEM DEPARTMENT DEMONSTRATION PROJECTS AND A BROADER AAU LEARNING COMMUNITY TO DEVELOP PRACTICES TO VALUE, RECOGNIZE, AND REWARD THE FULL RANGE OF INTELLECTUAL WORK THAT GOES INTO TEACHING AS PART OF FACULTY PROMOTION AND ANNUAL REVIEW STRUCTURES. IN ADDITION, THIS EFFORT WILL WORK TO INTEGRATE CONCEPTS OF JUSTICE AND EQUITY INTO THE FACULTY REWARDS SYSTEM. THE DEMONSTRATION PROJECTS ARE MADE POSSIBLE BY A GIFT FROM THE SARAH GILBERT & CARL WIEMAN CHARITABLE FUND. THE BROADER LEARNING COMMUNITY IS SUPPORTED BY FUNDING FROM THE HOWARD HUGHES MEDICAL INSTITUTE. PHD EDUCATION INITIATIVE WITH THE SUPPORT OF THE ALFRED P. SLOAN FOUNDATION, A PILOT GROUP OF EIGHT MEMBER UNIVERSITIES, REPRESENTING 32 ACADEMIC DEPARTMENTS, IMPLEMENTED REFORMS WITHIN SCIENCE, TECHNOLOGY, ENGINEERING, MATH, SOCIAL SCIENCES, ARTS, AND HUMANITIES PHD PROGRAMS TO 1) DRIVE INSTITUTIONAL CHANGE:INFLUENCE THE CULTURE AND BEHAVIOR AT THE DEPARTMENT LEVEL TO PROVIDE PHD STUDENTS WITH THE KNOWLEDGE, SKILLS, AND ABILITY TO SUCCEED IN CAREERS WITHIN AND BEYOND ACADEMIA; 2) PROMOTE DATA TRANSPARENCY:IDENTIFY INSTITUTIONAL POLICIES AND PRACTICES TO MAKE PHD PROGRAM DATA INCLUDING DATA ABOUT THE CAREER PATHWAYS AND EMPLOYMENT TRENDS OF PHD ALUMNI WIDELY AVAILABLE; AND 3) IMPLEMENT EFFECTIVE STRATEGIES:HIGHLIGHT AND ENCOURAGE EFFECTIVE UNIVERSITY, DISCIPLINARY SOCIETY, AND FEDERAL AGENCY STRATEGIES AND PROGRAMS TO SUPPORT CAREER DIVERSITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,049,567ExpenseAmt
Revenue$571,963RevenueAmt
DescOTHER PROGRAMSPUBLIC OPINION PROJECT: THIS PROJECT AIMS TO GAIN MORE INSIGHTS INTO PUBLIC OPINION TO ASSIST OUR MEMBERS ON ISSUES CRITICAL TO THEIR RELATIONSHIP WITH THE PUBLIC AND POLICYMAKERS.MEETINGS: AAU CONDUCTS SEMI-ANNUAL MEETINGS OF THE CHIEF EXECUTIVE OFFICERS OF ITS MEMBER INSTITUTIONS AS WELL AS MULTIPLE MEETINGS OF FEDERAL RELATIONS OFFICERS AND OTHER COMMITTEES AND GROUPS, AS NECESSARY. THE ASSOCIATION CONDUCTS ANNUAL MEETINGS OF THE FOLLOWING INTERNAL GROUPS, COMPOSED OF STAFF FROM AAU'S MEMBER UNIVERSITIES: - COUNCIL ON FEDERAL RELATIONS - PUBLIC AFFAIRS NETWORK - CHIEF ACADEMIC OFFICERS - SENIOR RESEARCH OFFICERS - CHIEF DIVERSITY OFFICERS - GENERAL COUNSELS - ASSOCIATION OF GRADUATE SCHOOLSGOLDEN GOOSE AWARD AAU PLAYED A LEADERSHIP ROLE IN THE TWELFTH ANNUAL GOLDEN GOOSE AWARD PROGRAM AND CEREMONY. THE AWARD HONORS FEDERALLY FUNDED RESEARCHERS WHOSE WORK SOUNDS ODD OR OBSCURE BUT TURNED OUT TO HAVE MAJOR SOCIETAL BENEFITS.AAU BY THE NUMBERS AS PART OF THE ASSOCIATION'S EFFORTS TO DEMONSTRATE THE VALUE OF RESEARCH UNIVERSITIES TO THE NATION, AAU UPDATED AND PRODUCED PRINT AND DIGITAL INFOGRAPHICS WITH AGGREGATE STATISTICS ON THE ECONOMIC IMPACT, STUDENT FINANCIAL AID, RESEARCH INTENSITY, AND OTHER USEFUL INFORMATION ABOUT ITS MEMBER UNIVERSITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,617,028TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee44EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF AMERICAN UNIVERSITIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024087500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 NEW YORK AVE NW STE 550AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER EISGRUBER
BOARD MEMBER (ENDED 10/22)1.00Yes (X)$0$0$0
VINCENT PRICE
BOARD MEMBER1.00Yes (X)$0$0$0
GENE BLOCK
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL CHRIST
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL FOLT
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
CHRISTINA PAXSON
BOARD MEMBER (ENDED 10/22)1.00Yes (X)$0$0$0
ROBERT JONES
CHAIR1.00Yes (X)$0$0$0
HOWARD GILLMAN
BOARD MEMBER1.00Yes (X)$0$0$0
DOUGLAS GIROD
BOARD MEMBER1.00Yes (X)$0$0$0
LAWRENCE BACOW
BOARD MEMBER1.00Yes (X)$0$0$0
MARTHA POLLACK
BOARD MEMBER1.00Yes (X)$0$0$0
PATRICK GALLAGHER
PAST CHAIR1.00Yes (X)$0$0$0Yes (X)
ANDREW HAMILTON
BOARD MEMBER (ENDED 10/22)1.00Yes (X)$0$0$0
BARBARA R SNYDER
PRESIDENT40.00$752,238$0$85,971Yes (X)
PEDRO RIBEIRO
SR VP OF COMMUNICATIONS (ENDED 9/23)40.00$301,563$0$61,443Yes (X)
MICHAEL OWENS
EXEC VP & VP OF FED'L RELATIONS (ENDED 3/23)40.00$293,948$0$61,646Yes (X)
TOBIN SMITH
SR VP OF SCIENCE PLCY & GLBL AFFAIRS40.00$297,046$0$61,169Yes (X)
KENNETH GOLDSTEIN
SR VP FOR SURVEY RESEARCH & INSTITUTIONAL POLICY40.00$296,180$0$61,169Yes (X)
ROXANNE MURRAY
SR VP OF ADMINISTRATION40.00$294,429$0$61,169Yes (X)
EILEEN FOX
CHIEF FINANCIAL OFFICER40.00$171,268$0$41,548Yes (X)
EMILY MILLER
DEPUTY VP OF POLICY40.00$176,759$0$50,361Yes (X)
JULIA JESTER
DEPUTY VP OF FED'L RELATIONS40.00$172,948$0$50,823Yes (X)
LIZBET BOROUGHS
ASSOCIATE VP OF FED'L RELA40.00$166,553$0$39,564Yes (X)
PAMELA DAVIDSON
ASSOCIATE VP OF COMMUNICAT40.00$159,060$0$17,943Yes (X)
KATE HUDSON
ASSOCIATE VP AND COUNSEL FOR POLICY & FEDERAL RELA40.00$153,257$0$17,384Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,235,249TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$610,190TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K18IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DYNATA
4 RESEARCH DRIVE SUITE 300SHELTONCT06484POLLING$124,838
PROMARK RESEARCH
313 SAWDUST RDSPRINGTX77380POLLING$119,980
STAGEWELL MEDIA
1150 18TH STREET SUITE 800WASHINGTONDC20036COMMUNICATIONS CONSULTING AND ADVERTISIN$109,247
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$18,500AllOtherContributionsAmt
Total Contributions$18,500TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$9,977,750$9,977,750
MEETING INCOME900099$345,935$345,935
CONTRACT REVENUE900099$226,028$226,028
FieldValueIRS element (for citing)
Total Program Service Revenue$10,549,713TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$303,606TotalRevenueColumnAmt
Exclusion$303,606ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$282,949SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$215,409SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$67,540SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,540TotalRevenueColumnAmt
Exclusion$67,540ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$662TotalRevenueColumnAmt
Exclusion$662ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$662OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,940,021TotalRevenueColumnAmt
Related Or Exempt Func Income$10,549,713RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$371,808ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt
Program Services$200,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,908,685TotalAmt
Program Services$2,329,858ProgramServicesAmt
Management And General$578,827ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,922,109TotalAmt
Program Services$2,340,556ProgramServicesAmt
Management And General$581,553ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$262,793TotalAmt
Program Services$210,491ProgramServicesAmt
Management And General$52,302ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$650,447TotalAmt
Program Services$507,066ProgramServicesAmt
Management And General$143,381ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$344,204TotalAmt
Program Services$275,704ProgramServicesAmt
Management And General$68,500ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$38,893TotalAmt
Program Services$22,484ProgramServicesAmt
Management And General$16,409ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,514TotalAmt
Management And General$30,514ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$98,542TotalAmt
Program Services$98,542ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,622TotalAmt
Management And General$24,622ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$355,266TotalAmt
Program Services$301,464ProgramServicesAmt
Management And General$53,802ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$312,540TotalAmt
Program Services$312,540ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,758TotalAmt
Program Services$12,980ProgramServicesAmt
Management And General$7,778ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$311,101TotalAmt
Program Services$69,965ProgramServicesAmt
Management And General$241,136ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$883,777TotalAmt
Program Services$707,896ProgramServicesAmt
Management And General$175,881ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$180,072TotalAmt
Program Services$150,989ProgramServicesAmt
Management And General$29,083ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$714,364TotalAmt
Program Services$714,364ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$356,959TotalAmt
Program Services$285,921ProgramServicesAmt
Management And General$71,038ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,961TotalAmt
Management And General$38,961ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEMBERSHIP$71,862$66,000$5,862
SUBSCRIPTIONS & PUBLICA$11,374$10,078$1,296
TRAINING$5,513$130$5,383
BANK AND CREDIT CARD FE$4,272$4,272

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,838TotalAmt
Management And General$4,838ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,752,466TotalAmt
Program Services$8,617,028ProgramServicesAmt
Management And General$2,135,438ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,277,088BOYAmt
EOY$1,520,951EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,318,983BOYAmt
EOY$3,589,001EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$259,641BOYAmt
EOY$105,424EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$217,000BOYAmt
EOY$385,985EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,001,991LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,165,829LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,011,213BOYAmt
EOY$2,836,162EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,371,444BOYAmt
EOY$1,487,967EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,025,816BOYAmt
EOY$3,400,361EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$846,774BOYAmt
EOY$8,794,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,327,959BOYAmt
EOY$22,120,340EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$501,464BOYAmt
EOY$499,166EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,272,186BOYAmt
EOY$2,834,766EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,197,503BOYAmt
EOY$11,902,471EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,971,153BOYAmt
EOY$15,236,403EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,488,313BOYAmt
EOY$6,339,421EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$868,493BOYAmt
EOY$544,516EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,356,806BOYAmt
EOY$6,883,937EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,327,959BOYAmt
EOY$22,120,340EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$187,555ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$339,576NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$844,846CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585,623CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$756,682CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$572,069CurrentTaxYearMinus1YearAmt
Current Tax Year$18,500CurrentTaxYearAmt
Total$2,777,720TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,781,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,645,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,313,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,323,455CurrentTaxYearMinus1YearAmt
Current Tax Year$10,549,713CurrentTaxYearAmt
Total$45,613,701TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,626,281CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,231,388CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,070,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,895,524CurrentTaxYearMinus1YearAmt
Current Tax Year$10,568,213CurrentTaxYearAmt
Total$48,391,421TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,437,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,725,724CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,034,963CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,116,233CurrentTaxYearMinus1YearAmt
Current Tax Year$2,820,825CurrentTaxYearAmt
Total$10,134,985TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,437,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,725,724CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,034,963CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,116,233CurrentTaxYearMinus1YearAmt
Current Tax Year$2,820,825CurrentTaxYearAmt
Total$10,134,985TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$38,256,436PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,835CurrentTaxYearMinus1YearAmt
Current Tax Year$303,606CurrentTaxYearAmt
Total$835,796TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,835CurrentTaxYearMinus1YearAmt
Current Tax Year$303,606CurrentTaxYearAmt
Total$835,796TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,500CurrentTaxYearMinus1YearAmt
Current Tax Year$662CurrentTaxYearAmt
Total$4,662TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,784,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,364,093CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,169,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,040,859CurrentTaxYearMinus1YearAmt
Current Tax Year$10,872,481CurrentTaxYearAmt
Total$49,231,879TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77710PublicSupportCY509Pct
Public Support PY5090.98520PublicSupportPY509Pct
Investment Income CY0.01700InvestmentIncomeCYPct
Investment Income PY0.01470InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$98,542FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$98,542FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,724,237FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,822,779FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$691,139FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$172,785FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$580,899CurrentYearMinus3Amt
Current Year Minus2$656,997CurrentYearMinus2Amt
Current Year Minus1$645,371CurrentYearMinus1Amt
Current Year$691,139CurrentYearAmt
Total$2,574,406TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,861,609LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$279,609CurrentYearMinus3Amt
Current Year Minus2$118,723CurrentYearMinus2Amt
Current Year Minus1$168,255CurrentYearMinus1Amt
Current Year$98,542CurrentYearAmt
Total$665,129TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$145,225CurrentYearMinus3Amt
Current Year Minus2$164,249CurrentYearMinus2Amt
Current Year Minus1$161,343CurrentYearMinus1Amt
Current Year$172,785CurrentYearAmt
Total$643,602TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$965,403GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,728,264OtherCostOrOtherBasisAmt
Depreciation$1,097,232DepreciationAmt
Book Value$2,631,032BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,273,727OtherCostOrOtherBasisAmt
Depreciation$1,068,597DepreciationAmt
Book Value$205,130BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,836,162TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
TIAA-CREF LARGE CAP GROWTH INDEX FUND$616,587F
TIAA-CREF LARGE CAP VALUE INDEX FUND$677,481F
ISHARES CORE MSCI EAFE ETF$734,040F
BAIRD CORE PLUS BOND FUND$689,456F
VANGUARD INTEMEDIATE TERM BOND INDEX$682,797F
FieldValueIRS element (for citing)
Total Book Value Securities$3,400,361TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INVESTMENTS HELD FOR DEFERRED COMPENSATION$862,399
RIGHT-OF-USE-ASSET$7,932,090
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,794,489TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$862,399
OPERATING LEASE LIABILITIES$11,040,072
FieldValueIRS element (for citing)
Total Liability$11,902,471TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,254,975TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$339,576NetUnrealizedGainsInvstAmt
Revenue Not Reported$339,576RevenueNotReportedAmt
Revenue Subtotal$10,915,399RevenueSubtotalAmt
Investment Expenses Not Incld$24,622InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$24,622RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,940,021TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,727,844TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,727,844ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,622InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$24,622ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,752,466TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION IS EXEMPT FROM PAYMENT OF INCOME TAXES OTHER THAN THOSE ON UNRELATED BUSINESS INCOME (UBI) UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION HAD NO UBI FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. THE INCOME TAX POSITIONS TAKEN BY THE ASSOCIATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ASSOCIATION CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT IT HAS PROPERLY REPORTED UBI THAT IS SUBJECT TO INCOME TAXES. THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS SEPTEMBER 30, 2023 AND 2022, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. NONE OF THE ASSOCIATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER, OR PENDING, EXAMINATION.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF SOUTHERN CALIFORNIA
351 TROUSDALE PKWYLOS ANGELESCA90089951642394501(C)(3)$40,000$0DEPARTMENT LEVEL DEVELOPMENT GRANT
TRUSTEES OF DARTMOUTH COLLEGE
7 LEBANON STREET SUITE 302HANOVERNH03755020222111501(C)(3)$40,000$0DEPARTMENT LEVEL DEVELOPMENT GRANT
BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD ROOM 2EAST LANSINGMI48824386005984501(C)(3)$40,000$0DEPARTMENT LEVEL DEVELOPMENT GRANT
THE UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROADLAWARENCEKS66405480680117501(C)(3)$40,000$0DEPARTMENT LEVEL DEVELOPMENT GRANT
UNIVERITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350CHAPEL HILLNC27599566001393501(C)(3)$40,000$0DEPARTMENT LEVEL DEVELOPMENT GRANT
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS CONDITIONS OF THE GRANT, THE UNIVERSITY WAS REQUIRED TO SUPPORT DEPARTMENT-LEVEL DEVELOPMENT, IMPLEMENTATION, ADOPTION, AND DISSEMINATION OF MORE EFECTIVE METHODS OF EVALUATING UNDERGRADUATE STEM TEACHING, SUBMIT A FINAL GRANT REPORT NO LATER THAN 60 DAYS AFTER THE END OF THE GRANT PERIOD INCLUDING A FINANCIAL REPORT OF THE EXPENSES INCURRED DURING THE ENTIRE GRANT PERIOD . THE GRANT IS PAID IN THREE INSTALLMENTS. THE SECOND AND THIRD INSTALLMENTS DISTRIBUTED UPON SUCCESSFUL PROGRESS REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BARBARA R SNYDER
PRESIDENT$752,238$0$0$0$0$0$58,958$0$27,013$0$838,209$0$0$0
PEDRO RIBEIRO
SR VP OF COMMUNICATIONS (ENDED 9/23)$295,563$0$6,000$0$0$0$27,058$0$34,385$0$363,006$0$0$0
TOBIN SMITH
SR VP OF SCIENCE PLCY & GLBL AFFAIRS$291,046$0$6,000$0$0$0$26,724$0$34,445$0$358,215$0$0$0
KENNETH GOLDSTEIN
SR VP FOR SURVEY RESEARCH & INSTITUT$290,180$0$6,000$0$0$0$26,724$0$34,445$0$357,349$0$0$0
ROXANNE MURRAY
SR VP OF ADMINISTRATION$288,429$0$6,000$0$0$0$26,724$0$34,445$0$355,598$0$0$0
MICHAEL OWENS
EXEC VP & VP OF FED'L RELATIONS (END$293,948$0$0$0$0$0$27,201$0$34,445$0$355,594$0$0$0
EMILY MILLER
DEPUTY VP OF POLICY$176,759$0$0$0$0$0$16,433$0$33,928$0$227,120$0$0$0
JULIA JESTER
DEPUTY VP OF FED'L RELATIONS$172,948$0$0$0$0$0$16,550$0$34,273$0$223,771$0$0$0
EILEEN FOX
CHIEF FINANCIAL OFFICER$170,268$0$1,000$0$0$0$15,566$0$25,982$0$212,816$0$0$0
LIZBET BOROUGHS
ASSOCIATE VP OF FED'L RELA$166,553$0$0$0$0$0$15,473$0$24,091$0$206,117$0$0$0
PAMELA DAVIDSON
ASSOCIATE VP OF COMMUNICAT$159,060$0$0$0$0$0$14,528$0$3,415$0$177,003$0$0$0
KATE HUDSON
ASSOCIATE VP AND COUNSEL FOR POLICY$153,257$0$0$0$0$0$13,794$0$3,590$0$170,641$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 8FormAndLineReferenceDesc
ExplanationAAU'S PRESIDENT, BARBARA R SNYDER, IS PAID UNDER AN INTIAL EMPLOYMENT CONTRACT THAT BEGAN ON OCTOBER 1, 2020, AND IS SCHEDULED TO TERMINATE ON SEPTEMBER 30, 2024. THE INTIAL TERM CAN BE EXTENDED FOR AN ADDITIONAL TWO YEARS. THE CONTRACT PROVIDES FOR A BASE SALARY, HOUSING AND AUTOMOBILE ALLOWANCES, PAID VACATION AND SICK LEAVE, LONG TERM DISABILITY AND LIFE INSURANCE, AND CONTRIBUTIONS TO 403(B) PLANS.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMICHAEL SNYDERPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF AAU PRESIDENTRelationshipDescriptionTxt
Transaction$30,000TransactionAmt
TransactionCOORDINATES AND MANAGES PARTNERS' CONSTITUENT GROUP WHO MEET IN CONJUNCTION WITH THE PRESIDENTS/CHANCELLORS BI-ANNUALLY. HE WORKS WITH THE PROGRAM PLANNING COMMITTEE TO DEVELOP THE AGENDA, INVITES AND COORDINATES SPEAKERS. HE IS ALSO RESPONSIBLE FOR COORDINATING AND FACILITATING, WITH OTHER AAU STAFF, THE MENTOR PROGRAM FOR NEW PARTNERS. ACTS AS A SENIOR ADVISOR TO AAU'S PRESIDENT ON A WIDE RANGE OF MATTERS AND HELPS REPRESENT AAU TO A BROAD ARRAY OF EXTERNAL AND INTERNAL CONSTITUENTS, EITHER INDEPENDENTLY OR IN CONCERT WITH THE AAU PRESIDENT.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MICHAEL SNYDER IS THE SPOUCE OF THE AAU PRESIDENT.
FORM 990, PART VI, SECTION A, LINE 6AAU'S MEMBERSHIP CONSISTS OF UNIVERSITIES OR MAJOR CAMPUSES OF MULTI-CAMPUS UNIVERSITIES. THE CRITERIA FOR ADMISSION ARE: HIGH QUALITY PROGRAMS OF ACADEMIC RESEARCH AND SCHOLARSHIP; UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION IN A SUBSTANTIAL NUMBER OF FIELDS; AND GENERAL RECOGNITION THAT SUCH MEMBER IS OUTSTANDING BY REASON OF THE EXCELLENCE OF ITS RESEARCH AND EDUCATION PROGRAMS. EACH MEMBER IS REPRESENTED BY ITS CHIEF EXECUTIVE OFFICER.
FORM 990, PART VI, SECTION A, LINE 7AAAU'S BOARD OF DIRECTORS CONSISTS OF A CHAIR, A VICE CHAIR, A PAST CHAIR, THE AAU PRESIDENT (NONVOTING), AND SEVEN ADDITIONAL DIRECTORS, WHO ARE ELECTED BY AAU'S MEMBERSHIP FROM AMONG THE MEMBER REPRESENTATIVES AT LARGE. THE PRESIDENT IS ELECTED BY THE BOARD, WHILE THE VICE CHAIR/CHAIR-ELECT IS ELECTED BY THE MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7BAAU'S BOARD DOES NOT HAVE THE POWER TO ALTER OR AMEND ANY ACTIONS OF THE MEMBERSHIP TAKEN IN A MEETING OF THE MEMBERS, NOR DOES IT HAVE THE AUTHORITY TO ELECT OR REMOVE ANY MEMBER REPRESENTATIVE, ADOPT A PLAN OF MERGER, OR AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION. ADDITIONALLY, THE BOARD DOES NOT HAVE THE AUTHORITY THE NOMINATE OR REMOVE MEMBERS; THAT POWER IS HELD BY THE MEMBERSHIP. THE BOARD KEEPS A RECORD OF ITS PROCEEDINGS, WHICH ARE THEN REPORTED TO THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AAU'S PROFESSIONAL ACCOUNTING FIRM, AND REVIEWED BY THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING AT A QUARTERLY BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENTS
FORM 990, PART VI, SECTION B, LINE 15BOARD RECOMMENDS AND APPROVES THE ANNUAL INCREASE FOR THE ORGANIZATION'S PRESIDENT BASED ON COMPARABLE SALARIES INCREASE OF OTHER SIMILAR ORGANIATIONS. OTHER OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE PRESIDENT BASED ON ANNUAL QUATT SALARY REPORT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PROVIDES COPIES TO THE PUBLIC OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.