2024-08-12T13:13:01-05:00 2023-09-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-10-01 540695125 ANALYTIC SERVICES INC % RICK CLARK ANAL 7034162000 4040 Wilson Blvd Suite 500 Arlington VA 22203 GARY STRUZIK CFO 7034162000 2024-08-12 true Marc Berger P01871563 7038930600 2024-08-09 2022 2024-08-08 14:25:15Z X Stephen Hopkins CEO 4040 Wilson Blvd Ste 500 Arlington VA 22203 199751501 false X WWW.ANSER.ORG X 1958 CA TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. 12 10 604 0 0 0 0 0 112151792 129647745 4110043 3727841 5846 0 116267681 133375586 0 0 0 0 70145172 85714403 0 0 0 45660087 49261492 115805259 134975895 462422 -1600309 187095619 220584044 38787787 20540921 148307832 200043123 X SEE SCHEDULE O false false 111216628 0 129647745 SEE SCHEDULE O 111216628 true false false false false false false false false false true false false true true true false true false false true false false false false false false false false true false false false false false false true false false false false false true true true true false false true 110 0 true 604 true false false false false false false false false false false false false X 12 10 false false false false false false false true true false false true true true true true true true true false CA X RICK CLARK 7034162000 4040 WILSON BLVD STE 500 ARLINGTON VA 22203 X STEPHEN HOPKINS CEO, DIRECTOR 40.0 1.0 X X 525950 0 42093 GARY STRUZIK SR. VP & CFO 40.0 0.0 X 367125 0 47123 SUSAN HERLICK VP/General Counsel & Secretary 40.0 0.0 X 331083 0 38991 JESSICA ALBOSTA VP Operations 40.0 0.0 X 327475 0 37168 NATE COPELAND VP Operations 40.0 0.0 X 336332 0 23602 TONY FRANCIS VP Business Development 40.0 0.0 X 289233 0 27474 DUANE MCHENRY Director Operations 40.0 0.0 X 293234 0 19752 MYRON FREEMAN VP Business Services 40.0 0.0 X 274833 0 29259 TODD HARROD Director Operations 40.0 0.0 X 279031 0 23243 ROBERT DONALDSON Director Operations 40.0 0.0 X 264412 0 36423 RICHARD CLARK Controller 40.0 0.0 X 251688 0 40737 JAMES PLAYER Distinguished Analyst 40.0 0.0 X 259875 0 18257 WILLIAM SKAINS VP Operations 40.0 0.0 X 188608 0 22373 GENERAL CRAIG R MCKINLEY USAF CHAIR 2.0 1.0 X 80000 60000 0 JOANNE O ISHAM Director 1.0 1.0 X 66000 73000 0 ANN ELISE SAUER Director 1.0 1.0 X 66000 71500 0 K DUNLOP SCOTT Director 1.0 1.0 X 66000 66000 0 CARMEN SPENCER Director 1.0 0.0 X 110160 0 0 THOMAS I APPERSON Director 1.0 0.0 X 66000 0 0 GENERAL JOHN F SATTLER USMC Director 1.0 0.0 X 66000 0 0 DR PAUL N STOCKTON Director 1.0 0.0 X 66000 0 0 MANIK RATH Director 1.0 0.0 X 66000 0 0 JEFFREY GRANT Director 1.0 0.0 X 66000 0 0 HEATHER LAYCHAK Director 1.0 0.0 X 60000 0 0 4767039 270500 406495 276 false true false Aces Group LLC 600 Blvd South SW STE 104 HUNTSVILLE AL 35802 Consulting 1750146 LMI-LLC 7940 Jones Branch Drive MCLEAN VA 22102 Consulting 1250957 PKH Enterprises LLC 5404 Wisconsin Ave STE 310 CHEVY CHASE MD 20815 Consulting 980178 Parsons 14291 Park Meadow Dr Ste 100 CHANTILLY VA 20151 Consulting 799210 KPMG LLP 8350 Broad St Suite 900 MCLEAN VA 22102 Consulting 771389 33 0 CONTRACTS FROM GOV'T 900099 129647745 129647745 129647745 3223991 3223991 0 0 0 0 0 66879765 66375915 503850 503850 503850 0 0 0 0 0 0 0 0 0 0 133375586 129647745 3727841 0 0 0 0 5232335 1109288 4123047 0 59093512 49100054 9993458 5171738 4297132 874606 11401249 9473154 1928095 4815569 4001195 814374 0 0 151495 151495 0 0 766986 766986 0 0 0 2146985 1823268 323717 0 3436583 2981718 454865 1610466 1582732 27734 0 0 394429 394429 0 257467 257467 244255 244255 SUBCONTRACTOR 34043409 34041409 2000 CHANGE IN FV CONSIDERATION 3058642 3058642 OTHER EXPENSES 3150775 2806678 344097 134975895 111216628 23759267 0 11338100 12708731 0 0 0 0 18079121 17089936 0 0 0 0 0 0 0 0 2835884 2145762 23700674 22772844 1768136 927830 102571497 160062511 0 0 0 0 0 0 50502881 27649274 187095619 220584044 14578191 14037561 0 0 66199 795249 0 0 0 0 0 0 0 0 0 0 24143397 5708111 38787787 20540921 X 148307832 200043123 0 0 148307832 200043123 187095619 220584044 X -1600309 9851607 -766986 44250979 X X false true X true true true X 0 0 0 0 0 0 69868154 82553401 81866645 112151792 129647745 476087737 0 0 0 69868154 82553401 81866645 112151792 129647745 476087737 0 38422669 50262274 46320585 53607600 49087911 237701039 38422669 50262274 46320585 53607600 49087911 237701039 238386698 2085795 1880819 2066409 2938810 3223991 12195824 0 2085795 1880819 2066409 2938810 3223991 12195824 0 7633 318050 -127841 5846 0 203688 71961582 84752270 83805213 115096448 132871736 488487249 0.48801 0.44303 0.02497 0.02589 X 1722717 1560264 162453 21977957 21212580 765377 927830 GOODWILL & INTANGIBLES 24057885 LEASE RIGHT OF USE ASSET 3591389 27649274 0 LEASE LIABILITY 4777697 LIABILITIES UNDER SECTION 457(B) 840717 CONTINGENT CONSIDERATION PAYABLE 89697 5708111 X SCHEDULE D, PART X, LINE 2: THE COMPANY HAS BEEN GRANTED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM STATE INCOME TAXES UNDER STATE LEGISLATION. THE COMPANY IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME UNDER SECTION 511 OF THE IRC. PATS IS STRUCTURED AS A FOR-PROFIT SUBSIDIARY OF ANSER AND IS SUBJECT TO FEDERAL AND STATE INCOME TAX. ANY PROVISION FOR INCOME TAXES RELATED TO PATS WAS DETERMINED BY MANAGEMENT TO BE INSIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANY RECOGNIZES THE TAX BENEFIT FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BASED ON THE TECHNICAL MERITS OF THE POSITION. THE BENEFIT IS MEASURED AS THE LARGEST BENEFIT THAT IS MORE LIKELY THAN NOT TO BE REALIZED UPON ULTIMATE SETTLEMENT. THE COMPANY HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS. THE COMPANY IS NOT CURRENTLY UNDER AUDIT BY ANY TAXING JURISDICTION. THE COMPANY IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND PRIOR. Central America and the Caribbean 0 0 Investments 1847195 0 0 0 0 1847195 1847195 false false true false false false X true true X X X X X X false false false false false false false true false STEPHEN HOPKINS CEO, DIRECTOR 398750 0 120000 0 7200 0 30500 0 11593 0 568043 0 0 0 GARY STRUZIK SR. VP & CFO 293625 0 73500 0 0 0 30048 0 17075 0 414248 0 0 0 JAMES PLAYER Distinguished Analyst 254875 0 5000 0 0 0 13080 0 5177 0 278132 0 0 0 JESSICA ALBOSTA VP Operations 263875 0 63600 0 0 0 26442 0 10726 0 364643 0 0 0 WILLIAM SKAINS VP Operations 188608 0 0 0 0 0 19273 0 3100 0 210981 0 0 0 RICHARD CLARK Controller 229188 0 22500 0 0 0 23541 0 17196 0 292425 0 0 0 DUANE MCHENRY Director Operations 257234 0 36000 0 0 0 18204 0 1548 0 312986 0 0 0 TODD HARROD Director Operations 243031 0 36000 0 0 0 18113 0 5130 0 302274 0 0 0 TONY FRANCIS VP Business Development 238833 0 50400 0 0 0 24222 0 3252 0 316707 0 0 0 MYRON FREEMAN VP Business Services 238833 0 36000 0 0 0 24218 0 5041 0 304092 0 0 0 SUSAN HERLICK VP/General Counsel & Secretary 273333 0 57750 0 0 0 22052 0 16939 0 370074 0 0 0 ROBERT DONALDSON Director Operations 210412 0 54000 0 0 0 15414 0 21009 0 300835 0 0 0 NATE COPELAND VP Operations 254482 0 81850 0 0 0 20048 0 3554 0 359934 0 0 0 SCHEDULE J, PART I, LINE 1A: TRAVEL FOR COMPANIONS IS AUTHORIZED FOR DIRECTORS AT THE ANNUAL BOARD MEETING. A AUTO ALLOWANCE IS PROVIDED TO THE CEO. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 7: OFFICERS AND HIGHEST COMPENSATED EMPLOYEES OTHER THAN OFFICERS ARE ELIGIBLE TO RECEIVE AN ANNUAL LUMP SUM BONUS BASED ON THE RECOMMENDATION OF THE CEO. BONUSES FOR OFFICERS ARE SUBJECT TO REVIEW BY AN INDEPENDENT COMMITTEE OF THE BOARD FOR APPROVAL BY THE BOARD. BONUSES FOR OTHER EMPLOYEES ARE BASED ON RECOMMENDATIONS BY MANAGERS, IN CONSULTATION WITH THE EXECUTIVE MANAGEMENT TEAM AND ULTIMATELY DETERMINED BY THE CEO, CONSISTENT WITH THE TERMS OF THE COMPANY'S ANNUAL PERFORMANCE BONUS PROGRAM. RICHARD SPENCER FAMILY MEMBER OF CARMEN SPENCER, DIRECTOR 188912 EMPLOYMENT false SCHEDULE L, PART IV, LINE (1): (B) RELATIONSHIP: FAMILY MEMBER OF CARMEN SPENCER, DIRECTOR FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION: ANALYTIC SERVICES INC. (ANSER) WAS ESTABLISHED IN 1958 AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CORPORATION TO CONTRIBUTE TO THE SECURITY AND PUBLIC WELFARE OF THE UNITED STATES. ANSER'S PRINCIPAL ACTIVITY IS TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. THE ANSER STAFF CONTRIBUTES DIRECTLY AND SIGNIFICANTLY TO PROBLEM SOLVING IN THE PUBLIC INTEREST THROUGH SYSTEMS ANALYSIS AND EVALUATION, OPERATIONS RESEARCH, INVESTIGATION OF TECHNICAL FEASIBILITY AND DEVELOPMENT AND APPLICATION OF PLANNING METHODS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE: ANALYTIC SERVICES INC. PROVIDES INDEPENDENT STUDIES AND ANALYSES TO AID KEY DECISION-MAKERS IN THE EXTENDED NATIONAL SECURITY AND HOMELAND SECURITY COMMUNITIES, DELIVERING PROFESSIONAL SERVICES. ANSER PROVIDES TECHNICAL AND PROGRAMMATIC SUPPORT TO CLIENTS ACROSS THE NATIONAL SECURITY COMMUNITY WITH PARTICULAR FOCUS ON: JOINT OPERATIONS: GOVERNMENT ENTITIES THAT MUST WORK TOGETHER TO ADDRESS NATIONAL SECURITY CHALLENGES THROUGH THE IMPLEMENTATION OF COMMON AND INTERSECTING FUNCTIONS. INTELLIGENCE: THE INTELLIGENCE COMMUNITY. ANTI-TERRORISM/FORCE PROTECTION: THOSE WHO IMPLEMENT OR INFLUENCE THE ALL-HAZARDS RISK ANALYSIS CONTINUUM. SCIENCE & TECHNOLOGY: THE COMMUNITY THAT ENABLES OUR NATION TO ADVANCE ITS SECURITY POSTURE AND COMPETITIVE POSITION THROUGH TECHNOLOGICAL ACHIEVEMENT. IMPLEMENTING EFFECTIVE PUBLIC SECTOR OPERATIONS: ANSER APPLIES ITS TALENTS TO ASSIST CLIENTS WHO ARE UNITED BY THEIR RESPONSIBILITIES TO IMPLEMENT EFFECTIVE PUBLIC SECTOR OPERATIONS. GOVERNMENT LEADERSHIP, AT ALL LEVELS, IS TASKED WITH ENSURING THE BEST AND MOST EFFICIENT OPERATIONS WHILE ACHIEVING MISSION GOALS AND OBJECTIVES. ANSER CONTRIBUTES THROUGH THE FOLLOWING EFFORTS: ENTERPRISE SYSTEMS & PLANNING: HELPING ORGANIZATIONS DEVELOP AND INTEGRATE THEIR BUSINESS PROCESSES AND CONTINUOUSLY ENHANCE PERFORMANCE. OPERATIONS ANALYSIS & MANAGEMENT: CONDUCTING SYSTEMS ANALYSIS, RESOURCE PLANNING, AND PROGRAM MANAGEMENT TO ENABLE CLIENTS TO IMPROVE THEIR CORE MISSION OPERATIONS. EMERGING INITIATIVES: KEEPING A VIGILANT EYE ON NEW WAYS TO EXTEND ANSER'S LEGACY OF UNBIASED SUPPORT. FORM 990, PART VI, SECTION B, LINE 11: THE 990 IS PREPARED BY BDO BASED ON INFORMATION PROVIDED BY ANALYTIC SERVICES INC. THE 990 IS REVIEWED BY THE CFO AND GENERAL COUNSEL. FEEDBACK AND CHANGES ARE PROVIDED TO BDO. AFTER CHANGES ARE MADE THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD OF DIRECTORS, AFTER WHICH THE 990 IS SUBMITTED TO THE IRS BY ANALYTIC SERVICES INC. FORM 990, PART VI, SECTION B, LINE 12C: ANSER'S CONFLICT OF INTEREST AND RELATED PARTY TRANSACTIONS POLICY AND PROCEDURE APPLIES TO DIRECTORS, OFFICERS AND "KEY PERSONS" OF ANSER OR A RELATED ORGANIZATION ("COVERED PERSONS"). THE POLICY REQUIRES PRIOR DISCLOSURE OF TRANSACTIONS THAT MIGHT GIVE RISE TO CONFLICT WITH A FINANCIAL OR PERSONAL INTEREST OF A COVERED PERSON. COVERED PERSONS ARE REQUIRED TO DISCLOSE SUCH TRANSACTIONS IN ADVANCE TO AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS WHICH DETERMINES WHETHER THE TRANSACTION IS (I) IN THE COMPANY'S BEST INTERESTS, (II) FOR THE COMPANY'S OWN BENEFIT AND (III) FAIR AND REASONABLE TO THE COMPANY. THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD. COVERED PERSONS WITH AN INTEREST IN ANY MATTER UNDER REVIEW ARE NOT PERMITTED TO BE PRESENT AT OR PARTICIPATE IN ANY DELIBERATIONS OR VOTING WITH RESPECT TO THE MATTER GIVING RISE TO THE POTENTIAL CONFLICT. SUCH DELIBERATIONS AND THE DECISION ARE RECORDED IN THE MEETING MINUTES. COVERED PERSONS ANNUALLY COMPLETE AND SUBMIT TO THE COMPANY'S GENERAL COUNSEL A QUESTIONNAIRE CONCERNING CONFLICT AND INTEREST AND AFFILIATIONS. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION FOR THE CEO AND OFFICERS (SENIOR VP AND CHIEF FINANCIAL OFFICER; VP AND GENERAL COUNSEL; VP, BUSINESS SERVICES; VP, SCIENCE & TECHNOLOGY, VP, BUSINESS DEVELOPMENT, VP POLICY & SECURITY ANALYSIS, VP INTELLIGENCE) IS REVIEWED ANNUALLY BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS, FOR RECOMMENDATION TO THE FULL THE BOARD. NO MEMBERS OF THE COMMITTEE OR THE BOARD HAS A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENTS UNDER REVIEW. THE COMMITTEE TAKES INTO CONSIDERATION PUBLICLY AVAILABLE INFORMATION REGARDING THE EXECUTIVE'S PEERS, AVAILABLE MARKET SURVEY INFORMATION, THE ADVICE OF AN INDEPENDENT CONSULTING FIRM, AS WELL AS INDIVIDUAL PERFORMANCE AND THE OVERALL FINANCIAL CONDITION OF THE COMPANY. FORM 990, PART VI, SECTION C, LINE 19: The Organization makes it governing documents, conflict of interest policy, and financial statements available upon request, for the same period of disclosure as set forth in Section 6104(d). FORM 990, PART XI, LINE 9: On January 31, 2017, ANSER ACQUIRED ADVANCED TECHNOLOGY INTERNATIONAL (ATI), A NOT-FOR-PROFIT COMPANY BASED IN SUMMERVILLE, SC THAT ORGANIZES AND MANAGES RESEARCH AND DEVELOPMENT COLLABORATIONS ON BEHALF OF THE FEDERAL GOVERNMENT AND INDUSTRY. IN FEBRUARY 2023, ATI AND ANSER ENTERED INTO A CHANGE OF CONTROL AGREEMENT WHEREBY ANSER NO LONGER HAS THE ABILITY TO EXERCISE CONTROL NOR EXERT SIGNIFICANT INFLUENCE OVER THE OPERATIONS OF ATI. Change in Control of ATI $44,250,979 FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. INNOVATIVE ANALYTICS & TRAINING LLC 5275 Leesburg Pike N-5000 FALLS CHURCH VA 22041 263129115 RESEARCH MD 1242817 82632 ANSER INTEC LLC 11325 RANDOM HILLS RD STE 300 FAIRFAX VA 22030 200926568 CONSULTING VA 29075388 2286497 ANSER ADVANCED TECHNOLOGY INTERNATIONAL 315 SIGMA DRIVE SUMMERVILLE SC 29486 571067151 Management SC 501(C)(3) LINE 10 ANSER true Professional Acquisition & TechServices 5275 Leesburg Pike N-5000 Falls Church VA 22041 850791495 Consulting NH ANSER C Corp 1028264 215151 1.00000 true false false true true false false false false false false false false false false false false true false false ADVANCED TECHNOLOGY INTERNATIONAL (ATI) C 15052250 Cash Value ADVANCED TECHNOLOGY INTERNATIONAL (ATI) Q 718863 Cash Value ADVANCED TECHNOLOGY INTERNATIONAL (ATI) D 3087705 CASH VALUE