ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES (EIN 84-0502574)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202423189349303612
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-11-13T09:44:55-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840502574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF GOVERNING BOARDS OF | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITIES AND COLLEGES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2022968400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRAMROZE VIRJEE JD | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2022968400 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRAMROZE VIRJEE JD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,209,286 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AGB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES ADVANCES HIGHER EDUCATION AS A PUBLIC GOOD BY PREPARING COLLEGE, UNIVERSITY, AND FOUNDATION GOVERNING BOARDS TO FULFILL THEIR FIDUCIARY DUTIES AND EXEMPLIFY THE HIGHEST IDEALS OF TRUSTEESHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 515 | TotalVolunteersCnt |
| Total Gross UBI | $181,063 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,823,033 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,636,390 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,879,630 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,803,273 | CYProgramServiceRevenueAmt |
| PY Investment Income | $936,220 | PYInvestmentIncomeAmt |
| CY Investment Income | $783,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $653,998 | PYOtherRevenueAmt |
| CY Other Revenue | $601,620 | CYOtherRevenueAmt |
| PY Total Revenue | $16,292,881 | PYTotalRevenueAmt |
| CY Total Revenue | $16,824,804 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,600,875 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,754,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $491,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,237,502 | PYOtherExpensesAmt |
| CY Other Expenses | $8,684,583 | CYOtherExpensesAmt |
| PY Total Expenses | $15,838,377 | PYTotalExpensesAmt |
| CY Total Expenses | $16,439,055 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $454,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $385,749 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,591,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,371,356 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,998,993 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,470,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,592,477 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,901,062 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES ADVANCES HIGHER EDUCATION AS A PUBLIC GOOD BY PREPARING COLLEGE, UNIVERSITY, AND FOUNDATION GOVERNING BOARDS TO FULFILL THEIR FIDUCIARY DUTIES AND EXEMPLIFY THE HIGHEST IDEALS OF TRUSTEESHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,538,507 | ExpenseAmt |
| Revenue | $10,570,304 | RevenueAmt |
| Desc | CONFERENCES, INSTITUTES, CONVENINGS, AND AGB CONSULTING: AGB'S CONFERENCES, INSTITUTES, WEBINARS, AND CONVENINGS PROVIDE CRITICAL EDUCATION AND PROFESSIONAL DEVELOPMENT TO HIGHEREDUCATION GOVERNING BOARDS, SENIOR ADMINISTRATORS, AND KEY STAKEHOLDERS. THESE PROGRAMS EQUIP PARTICIPANTS WITH BEST PRACTICES, EMERGING TRENDS, AND GOVERNANCE STRATEGIES NECESSARY TO ADDRESS COMPLEX CHALLENGES IN HIGHER EDUCATION. AGB OFFERED A RANGE OF VIRTUAL AND IN-PERSON EVENTS, INCLUDING THE FOUNDATION LEADERSHIP FORUM, BOARD PROFESSIONALS CONFERENCE, NATIONAL CONFERENCE ON TRUSTEESHIP, SPECIALIZED INSTITUTES FOR BOARD CHAIRS AND PRESIDENTS, AND VIRTUAL EVENTS FOCUSED ON PRESSING ISSUES LIKE FINANCIAL SUSTAINABILITY AND BOARD ENGAGEMENT. AGB PROACTIVELY CONVENES MEMBERS FOR ADVISORY COUNCILS, CONTENT AND PROGRAM ADVISORY GROUPS, AND EDITORIAL ADVISING. AGB CONSULTING CONTINUED TO DELIVER CUSTOMIZED GUIDANCE AND SUPPORT SERVICES TO INSTITUTIONS AND FOUNDATIONS, HELPING STRENGTHEN GOVERNING BOARDS AND POSITION THEM FOR SUCCESS. SERVICES INCLUDED BOARD ASSESSMENTS, SUCCESSION PLANNING, GOVERNANCE REVIEWS, STRATEGIC PLANNING, AND MERGER AND PARTNERSHIP STRATEGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,553,054 | ExpenseAmt |
| Revenue | $1,195,957 | RevenueAmt |
| Desc | INSIGHTS, RESEARCH, TOOLS AND OTHER RESOURCES: IN ADDITION TO TRUSTEESHIP MAGAZINE PUBLISHED SIX TIMES PER YEAR FOR MEMBERS, AGB PUBLISHES BOOKS, REPORTS, BOARD STATEMENTS, BLOGS, SURVEY FINDINGS, WEBINARS, VIDEOS, PODCASTS, AND OTHER RESOURCES. THESE ARE CONTAINED IN THE AGB KNOWLEDGE CENTER ON AGB.ORG, WHICH SERVES AS A CONTENT HUB FOR BEST PRACTICES, EXPERT INSIGHTS, RESEARCH REPORTS, TOOLS AND TOOLKITS, AND OTHER EDUCATIONAL MATERIALS. ADDITIONALLY, AGB OFFERS NEW BOARD MEMBER ORIENTATION FOR INTRODUCING BOARD MEMBERS TO HIGHER EDUCATION GOVERNANCE, ESSENTIAL BOARD RESPONSIBILITIES, BOARD COMPOSITION, AND BOARDROOM CULTURE, AND A BOARD PROFESSIONAL CERTIFICATE PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,848,884 | ExpenseAmt |
| Revenue | $2,017,012 | RevenueAmt |
| Desc | ADVOCACY AND PUBLIC POLICY: AGB WORKS TO ENSURE THE VIEWS OF OUR MEMBERS ARE AT THE FOREFRONT OF STATE AND FEDERAL POLICY DISCUSSIONS REGARDING BOARD GOVERNANCE, INSTITUTIONAL LEADERSHIP, STUDENT SUCCESS, AND INSTITUTIONAL VITALITY. WE WORK TO IMPROVE SOCIETY'S UNDERSTANDING AND PERCEPTION OF THE VALUE OF HIGHER EDUCATION, AND WE SPONSOR A NUMBER OF OTHER ADVOCACY PROJECTS THAT ADDRESS PRESSING ISSUES IN HIGHER EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,940,445 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA NAZARETH SR VICE PRESIDENT | PersonNm |
| Phone | 2027760814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BEVERLY SEAY | |||||||||
| CHAIR | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROSS A MUGLER | |||||||||
| VICE CHAIR/CHAIR ELECT 02/2024 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR HORNE | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| SHAUNA RYDER DIGGS | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| RONALD C PARKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| ROBERT KING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| ERIC P BLACKHURST | |||||||||
| DIRECTOR THRU 01/2024 | 3.00 | Yes (X) | $0 | $0 | $0 | 5.00 | |||
| CATHY HAVENER GREER | |||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL BRAJCICH | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHANE JACOBSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE SAWYER | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA SHAPIRA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM THOMPSON JR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE WASHINGTON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| DAVID WILSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIE A SULLIVAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| E THOMAS SULLIVAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HENRY STOEVER | |||||||||
| PRESIDENT AND CEO THRU 09/2023 | 39.00 | Yes (X) | $519,929 | $0 | $79,516 | 1.00 | |||
| RODERICK MCDAVIS | |||||||||
| PRINCIPAL | 1.00 | Yes (X) | $0 | $480,663 | $55,787 | 39.00 | |||
| MARIA NAZARETH | |||||||||
| SENIOR VICE PRESIDENT & TREASURER | 40.00 | Yes (X) | $307,611 | $0 | $73,337 | ||||
| ELLEN CHAFFEE | |||||||||
| INT. PRESIDENT & CEO AS OF 10/2023 | 39.00 | Yes (X) | $140,719 | $0 | $0 | 1.00 | |||
| CHRISTINA JACOBS | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $310,948 | $0 | $38,180 | ||||
| PATRICIA KUNKLE | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $247,161 | $0 | $38,856 | ||||
| CRISTIN J TOUTSI GRIGOS | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $206,432 | $0 | $51,366 | ||||
| LARRY ROBERTSON | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $210,513 | $0 | $27,777 | ||||
| BEN DAVID ROWE | |||||||||
| MANAGING DIRECTOR THRU 01/2024 | 40.00 | Yes (X) | $225,206 | $0 | $23,020 | ||||
| MARY PAPAZIAN | |||||||||
| EXECUTIVE VP AS OF 08/2023 | 40.00 | Yes (X) | $139,827 | $0 | $4,728 | ||||
| DAVID BASS | |||||||||
| ED, PHILANTHROPIC GOVERNANCE | 40.00 | $186,643 | $0 | $28,494 | Yes (X) | ||||
| ANDREW LOUNDER | |||||||||
| ASSOCIATE VP OF PROGRAMS | 40.00 | $167,888 | $0 | $26,979 | Yes (X) | ||||
| MEGANN CLARKE | |||||||||
| SENIOR DIR, WEB & DIGITAL STRATEGIES | 40.00 | $163,089 | $0 | $16,814 | Yes (X) | ||||
| STEPHEN ABBOTT | |||||||||
| SENIOR DIR, PARTNERSHIPS | 40.00 | $143,349 | $0 | $16,855 | Yes (X) | ||||
| NANCY STEELBERG | |||||||||
| MARKETING DIRECTOR | 40.00 | $147,550 | $0 | $15,112 | Yes (X) | ||||
| ROSE GITENSTEIN | |||||||||
| MANAGING DIRECTOR THRU 05/2023 | 40.00 | $124,081 | $0 | $12,558 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,240,946 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $480,663 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $509,379 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAUL FRIGA | |||||
| 126 CRIMSON OAK DR | DURHAM | NC | 27713 | CONSULTING | $342,473 |
| DELCOR TECHNOLOGY SOLUTIONS INC | |||||
| 8380 COLESVILLE RD 550 | SILVER SPRING | MD | 20910 | CONSULTING | $327,827 |
| THOMAS K HYATT PLLC | |||||
| 1717 K ST NW SUITE 900 | WASHINGTON | DC | 20006 | LEGAL | $273,437 |
| FOSS CONSULTING GROUP | |||||
| 10462 RAVEN CT | FOLEY | MN | 56329 | CONSULTING | $227,915 |
| CAROL CARTWRIGHT | |||||
| 1800 ATRIUM PARKWAY APT422 | NAPA | CA | 94559 | CONSULTING | $147,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $46,150 | RelatedOrganizationsAmt |
| All Other Contributions | $1,590,240 | AllOtherContributionsAmt |
| Total Contributions | $1,636,390 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $7,745,842 | $7,745,842 | |
| AGB CONSULTING | 900099 | $3,133,869 | $3,133,869 | |
| SEMINARS AND WORKSHOPS | 900099 | $2,807,168 | $2,807,168 | |
| PUBLICATION SALES | 900099 | $116,394 | $96,394 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,803,273 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $763,003 | TotalRevenueColumnAmt |
| Exclusion | $763,003 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,000 | TotalRevenueColumnAmt |
| Exclusion | $401,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,063 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,063 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,063 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $161,063 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $405,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,518 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,518 | TotalRevenueColumnAmt |
| Exclusion | $20,518 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,557 | TotalRevenueColumnAmt |
| Exclusion | $39,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,557 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,824,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,783,273 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $181,063 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,224,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,019,713 | TotalAmt |
| Program Services | $979,542 | ProgramServicesAmt |
| Management And General | $1,971,262 | ManagementAndGeneralAmt |
| Fundraising | $68,909 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,866 | TotalAmt |
| Program Services | $2,660,360 | ProgramServicesAmt |
| Management And General | $715,413 | ManagementAndGeneralAmt |
| Fundraising | $208,093 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,707 | TotalAmt |
| Program Services | $226,784 | ProgramServicesAmt |
| Management And General | $56,694 | ManagementAndGeneralAmt |
| Fundraising | $21,229 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,810 | TotalAmt |
| Program Services | $283,381 | ProgramServicesAmt |
| Management And General | $118,374 | ManagementAndGeneralAmt |
| Fundraising | $12,055 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,376 | TotalAmt |
| Program Services | $265,984 | ProgramServicesAmt |
| Management And General | $145,193 | ManagementAndGeneralAmt |
| Fundraising | $21,199 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,414 | TotalAmt |
| Program Services | $191,071 | ProgramServicesAmt |
| Management And General | $96,223 | ManagementAndGeneralAmt |
| Fundraising | $15,120 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,788 | TotalAmt |
| Program Services | $24,982 | ProgramServicesAmt |
| Management And General | $35,995 | ManagementAndGeneralAmt |
| Fundraising | $1,811 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,757,789 | TotalAmt |
| Program Services | $3,007,232 | ProgramServicesAmt |
| Management And General | $701,315 | ManagementAndGeneralAmt |
| Fundraising | $49,242 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,779 | TotalAmt |
| Program Services | $214,574 | ProgramServicesAmt |
| Management And General | $39,896 | ManagementAndGeneralAmt |
| Fundraising | $4,309 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,663 | TotalAmt |
| Program Services | $23,419 | ProgramServicesAmt |
| Management And General | $57,244 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,850 | TotalAmt |
| Program Services | $302,928 | ProgramServicesAmt |
| Management And General | $162,653 | ManagementAndGeneralAmt |
| Fundraising | $22,269 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,231 | TotalAmt |
| Program Services | $323,995 | ProgramServicesAmt |
| Management And General | $296,071 | ManagementAndGeneralAmt |
| Fundraising | $14,165 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614,688 | TotalAmt |
| Program Services | $1,599,556 | ProgramServicesAmt |
| Management And General | $1,798 | ManagementAndGeneralAmt |
| Fundraising | $13,334 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,958 | TotalAmt |
| Program Services | $113,702 | ProgramServicesAmt |
| Management And General | $57,258 | ManagementAndGeneralAmt |
| Fundraising | $8,998 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,710 | TotalAmt |
| Program Services | $40,945 | ProgramServicesAmt |
| Management And General | $13,933 | ManagementAndGeneralAmt |
| Fundraising | $1,832 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $448,181 | $60,027 | $381,641 | $6,513 |
| PRINTING/DESIGN | $365,792 | $365,246 | $546 | |
| SPECIAL PROJECT/CONTING | $208,315 | $86,219 | $120,250 | $1,846 |
| POSTAGE | $157,658 | $152,171 | $5,487 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,767 | TotalAmt |
| Program Services | $18,327 | ProgramServicesAmt |
| Fundraising | $20,440 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,439,055 | TotalAmt |
| Program Services | $10,940,445 | ProgramServicesAmt |
| Management And General | $5,007,246 | ManagementAndGeneralAmt |
| Fundraising | $491,364 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,925 | BOYAmt |
| EOY | $1,097,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,909,289 | BOYAmt |
| EOY | $5,398,363 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,917 | BOYAmt |
| EOY | $126,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,223 | BOYAmt |
| EOY | $403,235 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,570 | BOYAmt |
| EOY | $14,202 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,664 | BOYAmt |
| EOY | $422,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,016,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $504,004 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,662,895 | BOYAmt |
| EOY | $1,512,724 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,773,643 | BOYAmt |
| EOY | $11,636,087 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,621,344 | BOYAmt |
| EOY | $3,710,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,591,470 | BOYAmt |
| EOY | $24,371,356 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,847 | BOYAmt |
| EOY | $601,197 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,182,810 | BOYAmt |
| EOY | $4,112,228 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,222,336 | BOYAmt |
| EOY | $5,756,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,998,993 | BOYAmt |
| EOY | $10,470,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,117,313 | BOYAmt |
| EOY | $13,735,698 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,164 | BOYAmt |
| EOY | $165,364 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,592,477 | BOYAmt |
| EOY | $13,901,062 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,591,470 | BOYAmt |
| EOY | $24,371,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $385,749 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $922,836 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $837,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,467,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,823,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,636,390 | CurrentTaxYearAmt |
| Total | $7,716,775 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,786,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,625,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,224,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,789,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,789,477 | CurrentTaxYearAmt |
| Total | $61,216,216 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,624,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,578,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,692,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,612,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,425,867 | CurrentTaxYearAmt |
| Total | $68,932,991 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,250 | CurrentTaxYearAmt |
| Total | $225,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,250 | CurrentTaxYearAmt |
| Total | $225,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $68,707,991 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,498,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,078,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,114,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,488,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,164,003 | CurrentTaxYearAmt |
| Total | $7,344,508 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,498,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,078,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,114,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,488,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,164,003 | CurrentTaxYearAmt |
| Total | $7,344,508 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $184,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,557 | CurrentTaxYearAmt |
| Total | $225,813 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,122,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,657,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,991,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,102,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,629,427 | CurrentTaxYearAmt |
| Total | $76,503,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89280 | PublicSupportPY509Pct |
| Investment Income CY | 0.09600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2021 AMOUNT: $ 184,487. 2022 AMOUNT: $ 1,769. 2023 AMOUNT: $ 39,557. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $29,188 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $18,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $47,188 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART 1-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | AGB TRACKED A NUMBER OF ISSUES DURING THE FISCAL YEAR PARTICULARLY THOSE AFFECTING THE FIDUCIARY INTEREST OF TRUSTEES AND BOARDS. AGB LEVERAGED ITS POLICY EFFORTS WORKING WITH THE HIGHER EDUCATION COMMUNITY ON ISSUES RELATED TO RACE-BASED ADMISSIONS POLICIES, TITLE IX,FAFSA, FAIR VALUE TRANSPARENCY AND GAINFUL EMPLOYMENT, THE DOL OVERTIME RULE, SECTION 117 OF THE HIGHER EDUCATION AND MORE. AGB ALSO PARTICIPATED IN CONVERSATIONS WITH CONGRESSIONAL STAFF OVER TAX ISSUES RELATED TO STUDENTS AND HIGHER EDUCATION INSTITUTIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,944,679 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,183,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $405,000 | OtherExpendituresAmt |
| End Year Balance | $9,723,190 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,397,769 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $936,910 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $390,000 | OtherExpendituresAmt |
| End Year Balance | $8,944,679 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,512,731 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,739,962 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $375,000 | OtherExpendituresAmt |
| End Year Balance | $8,397,769 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,244,932 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,632,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $365,000 | OtherExpendituresAmt |
| End Year Balance | $10,512,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,024,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200,581 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $980,000 | OtherExpendituresAmt |
| End Year Balance | $8,244,932 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,586,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,947 | DepreciationAmt |
| Book Value | $1,385,099 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,174 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,758 | DepreciationAmt |
| Book Value | $104,416 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,299 | DepreciationAmt |
| Book Value | $23,209 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,512,724 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMP. INVEST. ACCT | $301,262 |
| GUARANTY AND SECURITY DEPOSITS | $144,885 |
| RIGHT OF USE ASSET | $3,264,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,710,490 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP. LIABILITY ACCT | $301,262 |
| RIGHT OF USE LIABILITY | $5,455,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,756,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,769,783 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $922,836 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $52,143 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $974,979 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,794,804 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,824,804 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,461,198 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $52,143 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $52,143 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,409,055 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,439,055 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. AGB HAS FILED FOR INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, AGB FILES INTERNAL REVENUE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. THE ASSOCIATION BELIEVES THAT THEY ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2018. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HENRY STOEVER | ||||||||||||||
| PRESIDENT AND CEO THRU 09/2023 | $355,097 | $0 | $0 | $0 | $164,832 | $0 | $63,205 | $0 | $16,311 | $0 | $599,445 | $0 | $0 | $0 |
| RODERICK MCDAVIS | ||||||||||||||
| PRINCIPAL | $0 | $360,153 | $0 | $118,224 | $0 | $2,286 | $0 | $32,443 | $0 | $23,344 | $0 | $536,450 | $0 | $0 |
| MARIA NAZARETH | ||||||||||||||
| SENIOR VICE PRESIDENT & TREASURER | $276,892 | $0 | $30,000 | $0 | $719 | $0 | $56,644 | $0 | $16,693 | $0 | $380,948 | $0 | $0 | $0 |
| CHRISTINA JACOBS | ||||||||||||||
| SENIOR VICE PRESIDENT | $285,276 | $0 | $25,000 | $0 | $672 | $0 | $35,015 | $0 | $3,165 | $0 | $349,128 | $0 | $0 | $0 |
| PATRICIA KUNKLE | ||||||||||||||
| SENIOR VICE PRESIDENT | $221,515 | $0 | $25,000 | $0 | $646 | $0 | $25,403 | $0 | $13,453 | $0 | $286,017 | $0 | $0 | $0 |
| CRISTIN J TOUTSI GRIGOS | ||||||||||||||
| SENIOR VICE PRESIDENT | $195,819 | $0 | $10,000 | $0 | $613 | $0 | $23,490 | $0 | $27,876 | $0 | $257,798 | $0 | $0 | $0 |
| BEN DAVID ROWE | ||||||||||||||
| MANAGING DIRECTOR THRU 01/2024 | $209,758 | $0 | $15,000 | $0 | $448 | $0 | $2,500 | $0 | $20,520 | $0 | $248,226 | $0 | $0 | $0 |
| LARRY ROBERTSON | ||||||||||||||
| SENIOR VICE PRESIDENT | $199,841 | $0 | $10,000 | $0 | $672 | $0 | $13,521 | $0 | $14,256 | $0 | $238,290 | $0 | $0 | $0 |
| DAVID BASS | ||||||||||||||
| ED, PHILANTHROPIC GOVERNANCE | $181,043 | $0 | $5,000 | $0 | $600 | $0 | $18,118 | $0 | $10,376 | $0 | $215,137 | $0 | $0 | $0 |
| ANDREW LOUNDER | ||||||||||||||
| ASSOCIATE VP OF PROGRAMS | $167,341 | $0 | $0 | $0 | $547 | $0 | $16,748 | $0 | $10,231 | $0 | $194,867 | $0 | $0 | $0 |
| MEGANN CLARKE | ||||||||||||||
| SENIOR DIR, WEB & DIGITAL STRATEGIES | $157,579 | $0 | $5,000 | $0 | $510 | $0 | $15,758 | $0 | $1,056 | $0 | $179,903 | $0 | $0 | $0 |
| NANCY STEELBERG | ||||||||||||||
| MARKETING DIRECTOR | $142,100 | $0 | $5,000 | $0 | $450 | $0 | $14,210 | $0 | $902 | $0 | $162,662 | $0 | $0 | $0 |
| STEPHEN ABBOTT | ||||||||||||||
| SENIOR DIR, PARTNERSHIPS | $143,168 | $0 | $0 | $0 | $181 | $0 | $14,413 | $0 | $2,442 | $0 | $160,204 | $0 | $0 | $0 |
| ROSE GITENSTEIN | ||||||||||||||
| MANAGING DIRECTOR THRU 05/2023 | $123,903 | $0 | $0 | $0 | $178 | $0 | $11,375 | $0 | $1,183 | $0 | $136,639 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS - AGB'S PAST PRESIDENT, HENRY STOEVER, HAD A CONTRACT WITH AGB. THE TERMS OF THE CONTRACT ALLOW FOR REIMBURSEMENT OF TRAVEL EXPENSES TO MEETINGS AND EVENTS WHERE THE SPOUSE'S PARTICIPATION IS DIRECTLY RELATED TO THE WORK OF THE ASSOCIATION. PERSONAL SPOUSAL TRAVEL WAS NOT REIMBURSED. |
| PART I, LINE 4A | HENRY STOEVER, PRESIDENT AND CEO, RECEIVED $159,590 IN SEVERANCE DURING CALENDAR YEAR 2023. HE SEPARATED FROM AGB ON SEPTEMBER 1, 2023. IN ACCORDANCE WITH THE TERMS OF HIS AGREEMENT, HE CONTINUED TO RECEIVE HEALTH INSURANCE BENEFITS THROUGH SEPTEMBER 2024. IN FISCAL YEAR 2024, AGB COMPENSATED DR. ELLEN CHAFFEE FOR HER SERVICES AS INTERIM PRESIDENT AND FOR FACILITATING ENGAGEMENTS WITH HIGHER EDUCATION INSITITUTIONS. DR. CHAFFEE RECEIVED A TOTAL AMOUNT OF $383,211 IN FISCAL YEAR 2024. HER COMPENSATION IN CALENDAR YEAR 2023 WAS $140,719. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | COMMITTEES. THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS, MAY DESIGNATE FROM AMONG ITS MEMBERS ONE OR MORE COMMITTEES, EACH COMMITTEE TO CONSIST OF NO FEWER THAN THREE (3) NOR MORE THAN EIGHT (8) DIRECTORS, UNLESS OTHERWISE SPECIFIED HEREIN. COMMITTEES MAY BE STANDING OR MAY BE FORMED ON AN AD HOC BASIS FOR A DEFINED PERIOD OF TIME OR EFFORT AS PROVIDED FOR IN THE RESOLUTION. THE BOARD MAY ALSO ESTABLISH SUCH PROJECT TEAMS, WORKING GROUPS, AND SIMILAR BODIES AS IT DEEMS USEFUL, AND SHALL PROVIDE FOR THE DUTIES AND RESPONSIBILITIES OF SUCH BODIES IN A RESOLUTION OR POLICY. THE BOARD CHAIR SHALL SELECT AND APPOINT THE MEMBERS AND THE CHAIR OF ALL COMMITTEES, UNLESS OTHERWISE SPECIFIED HEREIN. THE BOARD CHAIR SHALL SERVE AS AN EX OFFICIO MEMBER OF ALL COMMITTEES BUT SHALL NOT BE COUNTED FOR PURPOSES OF A QUORUM UNLESS THE BOARD CHAIR ATTENDS THE COMMITTEE MEETING. THE BOARD CHAIR MAY ALSO FROM TIME TO TIME APPOINT ONE OR MORE PERSONS AS CONSULTING, NON-VOTING MEMBERS OF A BOARD COMMITTEE TO SERVE AT THE PLEASURE OF THE BOARD AND SUCH PERSONS NEED NOT BE DIRECTORS AND SHALL NOT COUNT TOWARDS THE COMMITTEE SIZE PERMITTED BY THIS SECTION. DIRECTORS WHO ARE NOT MEMBERS OF A COMMITTEE MAY ATTEND AND PARTICIPATE IN SUCH COMMITTEE'S MEETINGS AT THE PREROGATIVE OF THE COMMITTEE CHAIR BUT SHALL NOT HAVE A VOTE ON SUCH COMMITTEE. THE PROVISIONS OF THESE BYLAWS REGARDING MEETINGS, ACTION WITHOUT MEETINGS, NOTICE AND WAIVER OF NOTICE, AND QUORUM AND VOTING REQUIREMENTS OF THE BOARD OF DIRECTORS, SHALL APPLY TO COMMITTEES AND THEIR MEMBERS AS WELL. THE PRESIDENT SHALL ARRANGE FOR THE STAFF OF THE ASSOCIATION TO PROVIDE SUFFICIENT SUPPORT FOR EACH COMMITTEE TO ENABLE IT TO DISCHARGE ITS DUTIES. EACH COMMITTEE SHALL EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS TO THE EXTENT AUTHORIZED BY THE BOARD OF DIRECTORS. STANDING COMMITTEES SHALL INCLUDE AN AUDIT COMMITTEE; A FINANCE COMMITTEE; A COMPENSATION COMMITTEE; A POLICY INITIATIVES COMMITTEE; A GOVERNANCE COMMITTEE; AND AN EXECUTIVE COMMITTEE. EXCEPT FOR THE COMPENSATION COMMITTEE DUTIES AND RESPONSIBILITIES OF THESE AND ANY COMMITTEES OF THE BOARD SHALL BE SET FORTH IN A CHARTER, SUBJECT TO THE APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE OFFICE TRANSMITS SCHEDULES AND CHECKLISTS TO THE RETURN PREPARER TWO MONTHS BEFORE THE DUE DATE. THE PRESIDENT, AND SENIOR VICE PRESIDENT FOR FINANCE, CONDUCT AN INTERNAL REVIEW OF DRAFT FORMS 990 IN THE THIRD WEEK OF OCTOBER. THE SENIOR VICE PRESIDENT FOR FINANCE TRANSMITS THE DRAFT FORMS 990 TO AGB'S AUDIT AND ERM COMMITTEE AND THE BOARD OF DIRECTORS AFTER THE INTERNAL REVIEW. THE MEMBERS OF THE AUDIT AND ERM COMMITTEE HAVE A WEEK FOR REVIEW, COMMENTS AND QUESTIONS AFTER WHICH THE COMMITTEE MEETS ON A CONFERENCE CALL. ALL MEMBERS OF THE BOARD ARE INVITED TO JOIN THE CALL SCHEDULED IN THE FIRST WEEK OF NOVEMBER. THE REVIEW OF FORM 990 IS CONDUCTED BY THE AUDIT AND ERM COMMITTEE. PARTICIPATION OF ALL DIRECTORS IS WELCOME AND ENCOURAGED. THE REVIEW BEGINS WITH THE PRESENTATION OF DATA TO THE COMMITTEE BY THE VICE PRESIDENT FOR FINANCE. UNDERLYING DATA THAT SUPPORTS THE RETURNS MAY BE REQUESTED BY THE COMMITTEE. THE COMMITTEE REVIEWS THE RETURNS TO ENSURE THEY ARE CONSISTENT WITH THE FINANCIAL STATEMENTS, THE GOVERNANCE QUESTIONS ARE ANSWERED CORRECTLY, THE DESCRIPTIVE INFORMATION REFLECTS THE POSITION OF AGB, DESCRIPTION OF THE PROGRAMS ARE ACCURATE, AND THE RETURN IS COMPLETE. THE RETURN IS FINALIZED NO LATER THAN 10 DAYS BEFORE THE TAX DEADLINE, AND INCLUDES ANY CHANGES SUGGESTED BY THE AUDIT AND ERM COMMITTEE. DIRECTORS RECEIVE AN EXECUTIVE SUMMARY OF CHANGES (IF ANY) ELECTRONICALLY PRIOR TO FILING OF THE FINAL FORM 990. THE CHAIR OF THE AUDIT AND ERM COMMITTEE PROVIDES A REPORT ON THE REVIEW OF THE COMPLETED FORM 990 TO THE AGB BOARD AT ITS NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF: AGB REQUIRES THAT OFFICERS AND EMPLOYEES WILL PERFORM THEIR DUTIES CONSCIENTIOUSLY, HONESTLY, AND IN ACCORDANCE WITH THE BEST INTERESTS OF THE ASSOCIATION. AGB OFFICERS AND EMPLOYEES MUST NOT USE THEIR POSITION OR THE KNOWLEDGE GAINED AS A RESULT OF THEIR POSITION FOR PRIVATE OR PERSONAL ADVANTAGE. REGARDLESS OF THE CIRCUMSTANCES, IF OFFICERS OR EMPLOYEES SENSE THAT A COURSE OF ACTION THEY HAVE PURSUED, ARE CURRENTLY PURSUING, OR ARE CONTEMPLATING PURSUING MAY INVOLVE THEM IN A CONFLICT OF INTEREST WITH AGB, THEY SHOULD IMMEDIATELY COMMUNICATE ALL THE FACTS TO HIS OR HER SUPERVISOR. ALL STAFF MEMBERS WILL BE ASKED TO COMPLETE AND SIGN THEDISCLOSURE FORM ON AN ANNUAL BASIS. BOARD OF DIRECTORS: THE DIRECTOR HAVING SUCH CONFLICT SHALL NOT PARTICIPATE OR USE ANY PERSONAL INFLUENCE IN THE DISCUSSION OF THE SUBJECT OR MAKE ANY RECOMMENDATIONS REGARDING THE SUBJECT. HOWEVER, THE DIRECTOR WILL BRIEFLY STATE THE NATURE OF THE CONFLICT AND WILL BE EXPECTED TO ANSWER PERTINENT QUESTIONS FROM THE OTHER DIRECTORS WHEN THE DIRECTOR'S KNOWLEDGE OF THE SUBJECT WILL ASSIST THE BOARD. THE MINUTES OF ANY MEETING AT WHICH THE SUBJECT INVOLVING THE CONFLICT IS DISCUSSED SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE CONFLICTED DIRECTOR REFRAINED FROM DISCUSSION, EXCEPT TO THE EXTENT PROVIDED ABOVE, AND DID NOT VOTE ON THE SUBJECT. THE SECRETARY ANNUALLY, AND AT OTHER TIMES ON REQUEST FROM ANY MEMBER OF THE BOARD, SHALL MAKE AVAILABLE TO THE MEMBERS OF THE BOARD COPIES OF THIS POLICY AND THE STATEMENT FOR DISCLOSING CONFLICTS. ANY BOARD MEMBER MAY REQUEST A DETERMINATION FROM THE BOARD AS TO THE EXISTENCE OF A CONFLICT OF INTEREST. THE BOARD'S DECISION, BY MAJORITY VOTE, SHALL BIND THE BOARD MEMBER AND THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS TO DETERMINE COMPENSATION OF THE PRESIDENT: PRESIDENTIAL COMPENSATION IS DETERMINED WITH THE USE OF COMPARABILITY DATA RESEARCHED BY A MANAGEMENT/HR CONSULTING FIRM AND DISCUSSED BY AGB'S COMPENSATION COMMITTEE AND GENERAL COUNSEL. PROCESS TO DETERMINE COMPENSATION OF OFFICERS: COMPENSATION IS DETERMINED WITH THE USE OF COMPARABILITY DATA RESEARCHED BY A MANAGEMENT/HR CONSULTING FIRM THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST CONFLICT OF INTEREST POLICY: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST FINANCIAL STATEMENTS: PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANT FEES: PROGRAM SERVICE EXPENSES 3,007,232. MANAGEMENT AND GENERAL EXPENSES 701,315. FUNDRAISING EXPENSES 49,242. TOTAL EXPENSES 3,757,789. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB SEARCH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271963417 | EIN |
| Primary Activities | CONDUCT EXECUTIVE LEVEL SEARCHES FOR UNIVERSITIES/COLLEGES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $9,712,637 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,051,865 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AGB SEARCH LLC | ||
| A | $161,063 | FMV |
| AGB SEARCH LLC | ||
| C | $46,150 | FMV |
| AGB SEARCH LLC | ||
| F | $112,255 | FMV |
| AGB SEARCH LLC | ||
| P | $170,720 | FMV |
| AGB SEARCH LLC | ||
| Q | $125,161 | FMV |
Comments