ACCESSLEX INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACCESSLEX INSTITUTE (EIN 23-2719985)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-02-03
- IRS object ID
- 202330349349300543
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-03T15:46:30-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232719985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESSLEX INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 4846533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGH STREET STE 400 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CHAPMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4846533300 | PhoneNum |
| Signature | 2023-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | CHAPMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER CHAPMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGH STREET STE 400 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $738,642,459 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW. ACCESSLEX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | PLEASE REFER TO SCHEDULE OPLEASE REFER TO THE BELOW DISCLOSURE FOR PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $304,868 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,135,230 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,060,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,431,468 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,403,754 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,169,787 | PYOtherRevenueAmt |
| CY Other Revenue | $84,071 | CYOtherRevenueAmt |
| PY Total Revenue | $95,736,485 | PYTotalRevenueAmt |
| CY Total Revenue | $71,548,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,073,460 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,605,818 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,809,171 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,225,739 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,631,197 | PYOtherExpensesAmt |
| CY Other Expenses | $53,218,029 | CYOtherExpensesAmt |
| PY Total Expenses | $83,513,828 | PYTotalExpensesAmt |
| CY Total Expenses | $67,049,586 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,222,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,498,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,025,741,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,183,370,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,159,948,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,311,884,930 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $865,793,820 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $871,486,039 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE OACCESSLEX INSTITUTE IS AN ORGANIZATION UNDERPINNED BY A MEMBERSHIP COMPRISED OF APPROXIMATELY 200 AMERICAN BAR ASSOCIATION (ABA)-APPROVED NONPROFIT AND STATE-AFFILIATED LAW SCHOOLS AND IS DEDICATED TO IMPROVED EDUCATIONAL ACCESS FOR DIVERSE AND UNDERREPRESENTED STUDENTS, INCREASED AFFORDABILITY, AND ENHANCED AND LASTING VALUE IN LEGAL EDUCATION. THIS COMMITMENT IS ACTUALIZED THROUGH OUR RESEARCH, GRANTMAKING, POLICY ANALYSIS AND ADVOCACY, AND EDUCATIONAL SERVICES ACTIVITIES. THROUGHOUT ITS HISTORY, ACCESSLEX INSTITUTE HAS CONTINUALLY EVOLVED TO MEET THE EVER-CHANGING CHALLENGES AND NEEDS OF THE STUDENTS AND INSTITUTIONS OF HIGHER EDUCATION THAT WE SERVE. AS A STRONG AND LEADING VOICE IN EACH OF OUR FOCUS AREAS, WE ARE DRIVEN BY STRATEGIC INITIATIVES AND EXPANDED PROGRAMS DESIGNED TO MAINTAIN THE VIBRANCY AND DYNAMISM OF OUR MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,195,962 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $52,069,231 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE OTHE ORGANIZATION SUPPORTS ITS STUDENT LOAN BORROWERS BY FACILITATING TIMELY REPAYMENT THROUGH INTEREST RATE REDUCTION INCENTIVES AND PROVIDING QUALITY CUSTOMER SERVICE, COUNSELING, ISSUE RESOLUTION, DEFAULT AVERSION AND POST DEFAULT MANAGEMENT. THE ORGANIZATION ALSO WORKS TO ENSURE THAT ITS STUDENT LOAN BORROWERS ARE PROVIDED WITH QUALITY AND EFFICIENT SERVICE THROUGHOUT THE DURATION OF THE REPAYMENT PERIOD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,230,075 | ExpenseAmt |
| Grant | $2,605,818 | GrantAmt |
| Desc | PLEASE REFER TO SCHEDULE OTHE ORGANIZATION CONDUCTS AND SPONSORS RESEARCH, POLICY ANALYSIS, SERVICES AND PROJECTS THAT SEEK TO FURTHER ITS 2025 STRATEGIC PLAN TO ENHANCE ACCESS, AFFORDABILITY AND VALUE OF LEGAL EDUCATION. THE 2025 STRATEGIC PLAN ENUMERATES FOUR PRIMARY AREAS OF FOCUS TO ADVANCE THE ORGANIZATION'S MISSION: BAR EXAM SUCCESS: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, EDUCATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND THEIR STUDENTS IN IMPROVING BAR EXAM PREPARATION, READINESS AND ULTIMATE BAR PASSAGE SUCCESS.DIVERSITY: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND ASPIRING LAW STUDENTS FROM HISTORICALLY UNDERREPRESENTED RACIAL AND SOCIOECONOMIC BACKGROUNDS WITH INCREASING THE DIVERSITY OF LAW SCHOOLS' ADMITTED STUDENTS, MATRICULANTS, AND GRADUATES, WHILE ALSOSUPPORTING INCLUSION AND SUCCESS INITIATIVES.ACTIONABLE DATA: SUPPORTS EFFORTS TO ENCOURAGE THE COLLECTION, AGGREGATION AND SHARING OF RELEVANT DATA BY AND AMONG THOSE ENTITIES WHICH POSSESS DATA THAT CAN ADVANCE THE ORGANIZATION'S MISSION-BASED OBJECTIVES BY PROVIDING A MORE DATA-INFORMED BASIS FOR CRITICAL DECISION MAKING BY LAW SCHOOLS, LAW STUDENTS AND ASPIRING LAW STUDENTS. FINANCIAL EDUCATION: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND ASPIRING LAW STUDENTS WITH BRIDGING EXISTING FINANCIAL LITERACY GAPS AND INCREASING FINANCIAL CAPABILITY AND SUCCESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,426,037 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 441 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 122 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CHAPMAN | PersonNm |
| Phone | 4846533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGHT STREET STE 400 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER CHAPMAN | ||||||||
| PRESIDENT, CEO | 35.00 | 20.00 | Yes (X) | Yes (X) | $761,248 | $214,409 | $144,385 | |
| WH KNIGHT JR | ||||||||
| BOARD CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT K RASMUSSEN | ||||||||
| BOARD VICE CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY CROSSLEY | ||||||||
| BOARD SECRETARY/TREASURER | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID A BRENNEN | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE M CONWAY | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK C DAWKINS | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS GUTHRIE | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN A O'ROURKE | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AUSTEN L PARRISH | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH D SINSHEIMER | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM KS WANG | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA SWARTZ | ||||||||
| SVP, GENERAL COUNSEL AND CCO | 50.00 | 5.00 | Yes (X) | $317,562 | $0 | $83,376 | ||
| AARON N TAYLOR | ||||||||
| SVP, EXEC. DIRECTOR FOR LEGAL ED | 50.00 | 0.00 | Yes (X) | $315,938 | $0 | $41,668 | ||
| CYNTHIA A CASSITY SIBLEY | ||||||||
| SVP, STRATEGIC ENGAGEMENT & COO | 30.00 | 25.00 | Yes (X) | $256,496 | $42,923 | $47,239 | ||
| SAMUEL GREENHALGH JR | ||||||||
| VP & CHIEF FINANCIAL OFFICER | 50.00 | 5.00 | Yes (X) | $242,389 | $0 | $56,810 | ||
| DAVID J RAMAGE | ||||||||
| VP INVESTMENTS & CIO | 50.00 | 0.00 | Yes (X) | $242,630 | $0 | $55,148 | ||
| JAMES R CASSITY | ||||||||
| VP, CORP OPERATIONS AND CIO | 50.00 | 0.00 | Yes (X) | $245,434 | $0 | $39,834 | ||
| DEBORAH A FABRYKA | ||||||||
| EXEC. ASST. AND ASST. SECR | 50.00 | 0.00 | Yes (X) | $102,278 | $0 | $21,277 | ||
| ROBERT J GREENAWALT | ||||||||
| MANAGING DIR - PORT MGMT | 50.00 | 0.00 | $184,211 | $0 | $54,671 | Yes (X) | ||
| TIFFANE COCHRAN | ||||||||
| MANAGING DIR - RESEARCH | 50.00 | 0.00 | $176,315 | $0 | $25,999 | Yes (X) | ||
| JENNIFER SCHOTT | ||||||||
| MANAGING DIR - FINANCIAL ED | 50.00 | 0.00 | $158,333 | $0 | $15,097 | Yes (X) | ||
| JOYCE GLANFIELD | ||||||||
| MANAGING DIR - ASST CONTROLLER | 50.00 | 0.00 | $154,612 | $0 | $46,527 | Yes (X) | ||
| VALERIE YOUNG | ||||||||
| MANAGING DIR - HR | 50.00 | 0.00 | $166,845 | $0 | $52,571 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,324,291 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $257,332 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $684,602 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| NELNET SERVICING INC | |||||
| 121 SOUTH 13TH STREET WF SUITE | LINCOLN | NE | 68508 | LOAN SERVICES | $2,031,431 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | INVESTMENT SERVICES | $500,000 |
| FP 440 1ST STREET LLC | |||||
| 7600 WISCONSIN AVENUE 11TH FLOOR | BETHESDA | MD | 20814 | RENT | $465,437 |
| D-TOWN ASSOCIATES | |||||
| 120 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | RENT | $413,361 |
| IT INNOVATIVE SOLUTIONS CO | |||||
| 818 W DIAMOND AVE SUITE 200 | GAIHERSBURG | MD | 20878 | SOFTWARE/WEB DEVELOPER | $350,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT LOAN PROGRAM | 522291 | $48,054,581 | $48,019,011 | $35,570 |
| REFUND OF GRANTS PAID | 900099 | $5,601 | $5,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,060,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,976,833 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $269,298 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,707,535 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,500,024 | SecuritiesAmt |
| Other | $597,021,349 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,033,651 | SecuritiesAmt |
| Other | $593,060,801 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,466,373 | SecuritiesAmt |
| Other | $3,960,548 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,426,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,960,548 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,466,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $84,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,071 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $84,071 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,548,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,069,231 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $304,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,173,908 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,260,818 | TotalAmt |
| Program Services | $2,260,818 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,000 | TotalAmt |
| Program Services | $345,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,530 | TotalAmt |
| Program Services | $557,220 | ProgramServicesAmt |
| Management And General | $1,025,310 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,700,261 | TotalAmt |
| Program Services | $4,494,719 | ProgramServicesAmt |
| Management And General | $2,205,542 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,646 | TotalAmt |
| Program Services | $372,917 | ProgramServicesAmt |
| Management And General | $240,729 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,247 | TotalAmt |
| Program Services | $960,385 | ProgramServicesAmt |
| Management And General | $672,862 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,055 | TotalAmt |
| Program Services | $152,581 | ProgramServicesAmt |
| Management And General | $543,474 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,015 | TotalAmt |
| Program Services | $67,400 | ProgramServicesAmt |
| Management And General | $174,615 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,249 | TotalAmt |
| Management And General | $255,249 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,845 | TotalAmt |
| Program Services | $105,845 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,000 | TotalAmt |
| Program Services | $500,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,117,242 | TotalAmt |
| Program Services | $5,839,034 | ProgramServicesAmt |
| Management And General | $278,208 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,446 | TotalAmt |
| Program Services | $502,656 | ProgramServicesAmt |
| Management And General | $569,790 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,185 | TotalAmt |
| Program Services | $64,545 | ProgramServicesAmt |
| Management And General | $19,640 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,010 | TotalAmt |
| Program Services | $990,845 | ProgramServicesAmt |
| Management And General | $455,165 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,594 | TotalAmt |
| Program Services | $530,429 | ProgramServicesAmt |
| Management And General | $262,165 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,142 | TotalAmt |
| Program Services | $70,313 | ProgramServicesAmt |
| Management And General | $53,829 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,541 | TotalAmt |
| Program Services | $350,141 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,892,228 | TotalAmt |
| Program Services | $42,892,228 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,241 | TotalAmt |
| Program Services | $183,697 | ProgramServicesAmt |
| Management And General | $438,544 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,027 | TotalAmt |
| Management And General | $428,027 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONSOLIDATED LOAN REBAT | $7,916,157 | $7,916,157 |
| PROGRAM MATERIALS | $210,174 | $210,174 |
| PROVISION FOR LOAN LOSS | -$9,941,067 | -$9,941,067 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,049,586 | TotalAmt |
| Program Services | $59,426,037 | ProgramServicesAmt |
| Management And General | $7,623,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,152 | BOYAmt |
| EOY | $312,705 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,846,062 | BOYAmt |
| EOY | $7,312,187 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,952 | BOYAmt |
| EOY | $253,474 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,067,626,355 | BOYAmt |
| EOY | $1,186,470,332 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,834 | BOYAmt |
| EOY | $794,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,853,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,079,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,994 | BOYAmt |
| EOY | $773,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,772,574 | BOYAmt |
| EOY | $396,073,666 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,130,568 | BOYAmt |
| EOY | $440,349,692 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500,000 | BOYAmt |
| EOY | $14,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,660,439 | BOYAmt |
| EOY | $137,031,329 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025,741,930 | BOYAmt |
| EOY | $2,183,370,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,183,177 | BOYAmt |
| EOY | $24,749,295 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,148,271,779 | BOYAmt |
| EOY | $1,285,592,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,493,154 | BOYAmt |
| EOY | $1,543,271 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,159,948,110 | BOYAmt |
| EOY | $1,311,884,930 | 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 | $865,793,820 | BOYAmt |
| EOY | $871,486,039 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,793,820 | BOYAmt |
| EOY | $871,486,039 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025,741,930 | BOYAmt |
| EOY | $2,183,370,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,498,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,193,798 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,328,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,564,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,280,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,058,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,019,011 | CurrentTaxYearAmt |
| Total | $582,251,317 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,328,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,564,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,280,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,058,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,019,011 | CurrentTaxYearAmt |
| Total | $582,251,317 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $582,251,317 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,783,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,060,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,939,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,538,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,707,535 | CurrentTaxYearAmt |
| Total | $52,030,184 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,783,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,060,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,939,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,538,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,707,535 | CurrentTaxYearAmt |
| Total | $52,030,184 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,866,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $303,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,169,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,071 | CurrentTaxYearAmt |
| Total | $4,673,879 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,978,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,928,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,470,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,767,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,810,617 | CurrentTaxYearAmt |
| Total | $638,955,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92070 | PublicSupportPY509Pct |
| Investment Income CY | 0.08140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07220 | 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 | MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 1,866,850. 2018 AMOUNT: $ 303,074. 2019 AMOUNT: $ 250,097. 2020 AMOUNT: $ 2,169,787. 2021 AMOUNT: $ 84,071. | ExplanationTxt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,069 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $106,768 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,837 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,306,200 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,426,037 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $122,854 | CurrentYearMinus3Amt |
| Current Year Minus2 | $117,708 | CurrentYearMinus2Amt |
| Current Year Minus1 | $115,247 | CurrentYearMinus1Amt |
| Current Year | $119,837 | CurrentYearAmt |
| Total | $475,646 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,418 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,465 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,819 | CurrentYearMinus1Amt |
| Current Year | $13,069 | CurrentYearAmt |
| Total | $25,771 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | DEVELOP, EDUCATE AND SUPPORT LEGISLATION AND REGULATION THAT PROMOTE ACCESS, AFFORDABILITY AND VALUE AS IT RELATES TO LEGAL EDUCATION, AND OPPOSE LEGISLATION AND REGULATION THAT WOULD LESSEN THE SAME. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,853,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,079,638 | DepreciationAmt |
| Book Value | $773,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $773,454 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN | $88,837,699 | C |
| INTERNATIONAL EX. US EQUITIES | $114,817,025 | C |
| REAL ASSETS | $12,227,368 | C |
| EMERGING MARKETS | $41,176,107 | C |
| HEDGED EQUITIES | $62,585,429 | C |
| PRIVATES | $44,236,870 | C |
| US SMALL CAP EQUITIES | $42,359,954 | C |
| INVESTMENT IN MASTER TRUST BONDS | $34,109,240 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $440,349,692 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH AND CASH EQUIV. | $94,581,539 |
| ACCRUED INTEREST RECEIVABLE | $41,164,799 |
| DEFERRED DEBT INSURANCE COSTS | $1,284,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $137,031,329 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RELATED LIABILITIES | Desc |
| Amt | $1,543,271 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,543,271 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,196,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,193,798 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | -$5,601 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$173,246 | OtherRevenueAmt |
| Revenue Not Reported | $1,014,951 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,181,178 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,366,829 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,366,829 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,548,007 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,718,336 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,035,579 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,035,579 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,682,757 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,366,829 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,366,829 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,049,586 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITIONS - FIN 48 (ASC 740) THE COMPANY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES BASED ON A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COMPANY HAS NO UNCERTAIN TAX POSITIONS MEETING THE THRESHOLD. THE COMPANY REMAINS SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS FOR THE YEAR ENDED MARCH 31, 2019 TO PRESENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOAN RESERVE TRUST RECOVERIES 590,603. LOAN RESERVE TRUST INTEREST INCOME 74. RECLASS HELIX COST OF DONATIONS -103,922. ADD BACK INTERCO BOND INT INCOME ELIM PER GAAP -660,001. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONSOLIDATED LOAN REBATE FEES 7,916,157. DECONSOLIDATED ENTITIES INTEREST INCOME 450,672. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOAN RESERVE TRUST EXPENSES 17,500. HELIX EXPENSES 4,808,687. RECLASS HELIX COST OF DONATIONS -103,922. REFUNDED GRANTS -5,601. ADD BACK INTERCO BOND INT EXPENSE ELIM PER GAAP -681,085. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONSOLIDATED LOAN REBATE FEES 7,916,157. DECONSOLIDATED ENTITIES INTEREST INCOME 450,672. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $186,193,755 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $8,265,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $194,459,085 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $194,459,085 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE JOHN MARSHALL LAW SCHOOL - HIGH-PERFORMANCE COGNITIVE TRAINING FOR LAW | ||||||||||
| 25395 NETWORK PLACE | CHICAGO | IL | 60673 | 376000511 | 503 (C) (3) | $29,306 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| NORTHERN ILLINOIS UNIVERSITY - LEGAL EDUCATION ACCESS AND RECOGNITION | ||||||||||
| LOWDEN HALL 201 | DEKALB | IL | 60115 | 366008480 | 503 (C) (3) | $26,605 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| FLORIDA INTERNATIONAL UNIV BOARD OF TRUSTEES | ||||||||||
| 11200 SW 8TH STREET CSC319 | MIAMI | FL | 33199 | 650177616 | 503 (C) (3) | $19,998 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA - EVALUATIO OF THE | ||||||||||
| 1201 EAST SPEEDWAY BLVD | TUSCON | AZ | 85721 | 866037148 | 501 (C) (3) | $18,512 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| NEW YORK LAW SCHOOL - EVENING DISCUSSION BAR PASS RESEARCH PROJECT | ||||||||||
| 185 WEST BROADWAY | NEW YORK | NY | 10013 | 135645885 | 501 (C) (3) | $41,667 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| CENTER FOR COMPUTER-ASSISTED LEGAL EDUCATION (CALI) - LAW SCHOOL AND BAR EX | ||||||||||
| 565 WEST ADAMS STREET | CHICAGO | IL | 60661 | 411429410 | 501 (C) (3) | $54,842 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA (LCA) ON BEHALF OF | ||||||||||
| 1201 EAST SPEEDWAY BLVD | TUSCON | AZ | 85721 | 866037148 | 501 (C) (3) | $30,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| AMERICAN BAR FOUNDATION (ABF) | ||||||||||
| 750 NORTH LAKE SHORE DRIVE 4TH | CHICAGO | IL | 60611 | 366110271 | 501 (C) (3) | $112,200 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | FLOOR |
| THE ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - SCHOLARSHIP GRANT (DEAN'S | ||||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - RESEARCH GRANT | ||||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $75,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - CHALLENGE GRANT | ||||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| ST JOHNS UNIVERSITY SCHOOL OF LAW | ||||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | 111630830 | 501 (C) (3) | $15,930 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| TRUSTEES OF INDIANA UNIVERSITY | ||||||||||
| DEPT 78867 PO BOX 78000 | DETROIT | MI | 48278 | 356001673 | 501 (C) (3) | $42,500 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| WAYNE STATE UNIVERSITY | ||||||||||
| 5700 CASS AVENUE SUITE 4100 | DETROIT | MI | 48202 | 386028429 | 501 (C) (3) | $20,173 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| HOFSTRA UNIVERSITY | ||||||||||
| 128 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | 111630906 | 501 (C) (3) | $60,500 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| DILLARD UNIVERSITY - LEGAL EDUCATION ADVANCING DIVERSITY | ||||||||||
| 2601 GENTILLY BOULEVARD | NEW ORLEANS | LA | 70122 | 720408929 | 501 (C) (3) | $60,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF SAN DIEGO - COMPREHENSIVE BAR EXAM INTERVENTION FOR 3L UNDERR | ||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | 952544535 | 501 (C) (3) | $8,840 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| TOURO COLLEGE - READING & BAR PASSAGE | ||||||||||
| 225 EASTVIEW DRIVE | CENTRAL ISLIP | NY | 11722 | 132676570 | 501 (C) (3) | $63,750 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF WISCONSIN MADISON - ASSESMENT OF CAMPUS FINANCIAL EDUCATION | ||||||||||
| 21 N PARK ST STE 6401 | MADISON | WI | 53715 | 396006492 | 501 (C) (3) | $84,813 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF GEORGIA - AN EVALUATION OF FNINANCIAL CAPABILITY | ||||||||||
| 310 E CAMPUS ROAD | ATHENS | GA | 30602 | 581353149 | 501 (C) (3) | $38,637 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| ELON LAW BREAKING DOWN BARRIERS | ||||||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | 560532303 | C-CORP | $8,840 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF SAN DIEGO CLOSING THE JUSTICE GAP DOES DIVERSITY OF THE ATT | ||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | 952544535 | 501 (C) (3) | $30,600 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF SAINT THOMAS | ||||||||||
| 2115 SUMMIT AVENUE | STPAUL | MN | 55105 | 410693970 | 503 (C) (3) | $23,560 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF SAINT THOMAS - UPDATED SURVERY OF LAW STUDENT WELL-BEING | ||||||||||
| 2115 SUMMIT AVENUE | STPAUL | MN | 55105 | 410693970 | 503 (C) (3) | $52,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| ARIZONA JE ROGERS | ||||||||||
| 1201 E SPEEDWAY 201H | TUSCON | AZ | 85721 | 866037148 | 503 (C) (3) | $176,625 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| NEW ENGLAND LAW BOSTON | ||||||||||
| 154 STUART STREET | BOSTON | MA | 02116 | 042152671 | C-CORP | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF ILLINOIS - LEGAL WRITING SKILLS AND INTERVENTION PROJECT AT U | ||||||||||
| 25395 NETWORK PLACE | CHICAGO | IL | 60673 | 376000511 | 503 (C) (3) | $74,988 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF HAWAII | ||||||||||
| 2440 CAMPUS ROAD BOX 368 | HONOLULU | HI | 96822 | 996000354 | 503 (C) (3) | $8,733 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UC HASTINGS COLLEGE OF THE LAW - IDENTIFYING SUCCESS FACTORS | ||||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | 942581680 | 503 (C) (3) | $75,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKLEY | ||||||||||
| 2195 HEARST AVE | BERKELEY | CA | 94720 | 946002123 | 503 (C) (3) | $75,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF NORTH TEXAS - TRAIL | ||||||||||
| 7400 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | 453072303 | 503 (C) (3) | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| CENTER FOR COMPUTER-ASSISTED LEGAL EDUCATION | ||||||||||
| 565 WEST ADAMS STREET | CHICAGO | IL | 60661 | 411429410 | 501 (C) (3) | $11,455 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| BEHAVIOURAL INSIGHTS INSITITUTE | ||||||||||
| 18 BAY STREET UNIT 5 | CAMBRIDGE | MA | 02139 | 853751687 | 501 (C) (3) | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| THE TRUSTEES OF INDIANA UNIVERSITY | ||||||||||
| 1024 E 3RD STREET ROOM 132 | BLOOMINGTON | IN | 47405 | 356001673 | 501 (C) (3) | $80,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF MAINE | ||||||||||
| 246 DEERING AVE | PORTLAND | ME | 04102 | 010544448 | 501 (C) (3) | $15,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| SANTA CLARA UNIVERSITY | ||||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501 (C) (3) | $17,500 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| PEPPERDINE UNIVERSITY | ||||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 951644037 | 501 (C) (3) | $17,500 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| DC SCHOOL OF LAW FOUNDATION | ||||||||||
| 4340 CONNECTICUT AVE NW STE 454 | WASHINGTON | DC | 20008 | 521863674 | 501 (C) (3) | $10,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| WESTERN MICHIGAN U THOMAS M COOLEY LS | ||||||||||
| 300 SOUTH CAPITOL AVENUE | LANSING | MI | 48910 | 381988915 | C-CORP | $10,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| BAYLOR UNIVERISTY OF LAW | ||||||||||
| ONE BEAR PLACE 97041 | WACO | TX | 76798 | 741159753 | 501 (C) (3) | $10,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| WESTERN NEW ENGLAND UNIVERSITY | ||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | 042108376 | C-CORP | $10,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| AMERICAN UNIVERSITY - EXTRACURRICULARS ON BAR EXAM | ||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | 530196549 | 501 (C) (3) | $87,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| ASSOCIATION OF ACADEMIC SUPPORT AASE | ||||||||||
| 228 PARK AVE S PMB 95306 | NEW YORK | NY | 10003 | 463407646 | 501 (C) (3) | $25,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| SOUTHERN ED FOUNDATION | ||||||||||
| 101 MARIETTA STREET NW STE 1650 | ATLANTA | GA | 30303 | 135562388 | C-CORP | $5,893 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF HOUSTON | ||||||||||
| 5000 GULF FWY ROOM 109 | HOUSTON | TX | 77204 | 746001399 | 501 (C) (3) | $18,750 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| LEGAL EDUCATION ACCESS PIPELINE (LEAP) | ||||||||||
| 1443 E WASHINGTON BVLD 277 | PASADENA | CA | 91104 | 852490247 | 501 (C) (3) | $80,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF WISCONSIN | ||||||||||
| 21 N PARK ST STE 6401 | MADISON | WI | 53715 | 396006492 | 501 (C) (3) | $45,500 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| MCNEESE STATE UNIVERSITY (EASTERN WASHINGTON UNIVERSITY ) | ||||||||||
| PO BOX 92935 | LAKE CHARLES | LA | 70609 | 726001688 | 501 (C) (3) | $61,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION - SCARLET TO BLACK PROGRAM | ||||||||||
| PO BOX 1990 | STATE UNIVERSITY | AR | 72467 | 710489924 | 501 (C) (3) | $47,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||||
| 150 S COLLEGE ST | CARLISLE | PA | 17013 | 246000376 | GOV | $250,000 | $0 | CASH | PROGRAM SUPPORT/RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MAX SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $345,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICANTS ARE REQUIRED TO SUBMIT APPLICATIONS/PROPOSALS AND PROPOSED BUDGETS FOR THE USE OF THE FUNDS TO THE ORGANIZATION. PROPOSALS AND BUDGETS ARE REVIEWED BY STAFF INTERNALLY TO ASSESS THEIR ALIGNMENT WITH THE ORGANIZATION'S PRIORITIES OF FURTHERING LAW SCHOOL ACCESS, AFFORDABILITY AND VALUE. DETAILED GUIDELINES FOR THE GRANT PROGRAMS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE SELECTED APPLICANTS MUST ENTER INTO A CONTRACT WITH THE ORGANIZATION THAT DETAILS THE GRANT DELIVERABLES, REPORTING AND PAYMENT SCHEDULES. GRANTEES MUST PROVIDE NARRATIVE AND BUDGET PROGRESS REPORTS IN ACCORDANCE WITH THEIR GRANT AGREEMENTS; SUBSEQUENT PAYMENTS ARE CONTINGENT UPON SATISFACTORY PROGRESS BEING MADE ON THE GRANT. THE ACCESSLEX INSTITUTE BOARD OF DIRECTORS RECEIVES QUARTERLY REPORTS ON ALL GRANT FUNDING DECISIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER CHAPMAN | ||||||||||||||
| PRESIDENT, CEO | $519,791 | $116,264 | $188,000 | $0 | $53,457 | $98,145 | $104,171 | $0 | $40,214 | $0 | $905,633 | $214,409 | $118,694 | $0 |
| DEBRA SWARTZ | ||||||||||||||
| SVP, GENERAL COUNSEL AND CCO | $249,740 | $0 | $61,000 | $0 | $6,822 | $0 | $57,686 | $0 | $25,690 | $0 | $400,938 | $0 | $0 | $0 |
| AARON N TAYLOR | ||||||||||||||
| SVP, EXEC. DIRECTOR FOR LEGAL ED | $235,112 | $0 | $60,500 | $0 | $20,326 | $0 | $28,905 | $0 | $12,763 | $0 | $357,606 | $0 | $0 | $0 |
| CYNTHIA A CASSITY SIBLEY | ||||||||||||||
| SVP, STRATEGIC ENGAGEMENT & COO | $177,174 | $42,923 | $57,500 | $0 | $21,822 | $0 | $32,976 | $0 | $14,263 | $0 | $303,735 | $42,923 | $0 | $0 |
| SAMUEL GREENHALGH JR | ||||||||||||||
| VP & CHIEF FINANCIAL OFFICER | $202,903 | $0 | $39,000 | $0 | $486 | $0 | $17,018 | $0 | $39,792 | $0 | $299,199 | $0 | $0 | $0 |
| DAVID J RAMAGE | ||||||||||||||
| VP INVESTMENTS & CIO | $202,388 | $0 | $39,000 | $0 | $1,242 | $0 | $16,886 | $0 | $38,262 | $0 | $297,778 | $0 | $0 | $0 |
| JAMES R CASSITY | ||||||||||||||
| VP, CORP OPERATIONS AND CIO | $206,874 | $0 | $37,750 | $0 | $810 | $0 | $16,894 | $0 | $22,940 | $0 | $285,268 | $0 | $0 | $0 |
| ROBERT J GREENAWALT | ||||||||||||||
| MANAGING DIR - PORT MGMT | $166,727 | $0 | $16,250 | $0 | $1,234 | $0 | $14,209 | $0 | $40,462 | $0 | $238,882 | $0 | $0 | $0 |
| VALERIE YOUNG | ||||||||||||||
| MANAGING DIR - HR | $151,423 | $0 | $14,250 | $0 | $1,172 | $0 | $12,916 | $0 | $39,655 | $0 | $219,416 | $0 | $0 | $0 |
| TIFFANE COCHRAN | ||||||||||||||
| MANAGING DIR - RESEARCH | $161,093 | $0 | $14,750 | $0 | $472 | $0 | $13,036 | $0 | $12,963 | $0 | $202,314 | $0 | $0 | $0 |
| JOYCE GLANFIELD | ||||||||||||||
| MANAGING DIR - ASST CONTROLLER | $139,619 | $0 | $13,000 | $0 | $1,993 | $0 | $11,803 | $0 | $34,724 | $0 | $201,139 | $0 | $0 | $0 |
| JENNIFER SCHOTT | ||||||||||||||
| MANAGING DIR - FINANCIAL ED | $144,117 | $0 | $13,500 | $0 | $716 | $0 | $12,121 | $0 | $2,976 | $0 | $173,430 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION WILL REIMBURSE MEMBERSHIP FEES TO HEALTH CLUBS FOR ALL EMPLOYEES UP TO A MAXIMUM OF $400 PER YEAR FOR ANY EMPLOYEE WHO PROVIDES SUFFICIENT SUBSTANTIATION AS REQUIRED UNDER THE ORGANIZATION'S POLICY RELATED THERETO. |
| PART I, LINE 4B | CHRISTOPHER CHAPMAN - $80,971 DEBRA SWARTZ - $37,143 CYNTHIA CASSITY - $13,714 AARON TAYLOR - $8,571 THE ORGANIZATION SPONSORS AN ELIGIBLE DEFERRED COMPENSATION PLAN DESCRIBED IN 457(B) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO CERTAIN, ELIGIBLE SENIOR EXECUTIVES. UNDER THIS PLAN, ELIGIBLE EXECUTIVES MAY DEFER A PORTION OF THEIR CURRENT YEAR CASH COMPENSATION, SUBJECT TO THE LIMITS IMPOSED BY THE INTERNAL REVENUE CODE FOR SUCH DEFERRALS. THE DEFERRED AMOUNTS REMAIN SUBJECT TO ANY CLAIM OF THE ORGANIZATION'S GENERAL CREDITORS UNTIL DISBURSED PURSUANT TO THE TERMS AND CONDITIONS OF THE PLAN, AND SUBJECT TO ANY OTHER APPLICABLE LAW OR REGULATION. FOR THIS REPORTING PERIOD, CHRISTOPHER CHAPMAN, DEBRA SWARTZ, CYNTHIA CASSITY AND AARON TAYLOR WERE ELIGIBLE TO DEFER COMPENSATION UNDER THE PLAN. THE ORGANIZATION SPONSORS A NONQUALIFIED, SUPPLEMENTAL RETIREMENT PLAN DESCRIBED IN 457(F) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO CERTAIN, ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS UNFUNDED AND THE ASSETS REMAIN SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE PRIOR TO VESTING AND DISTRIBUTION TO A PARTICIPANT PURSUANT TO THE TERMS AND CONDITIONS OF THE PLAN. FOR THIS REPORTING PERIOD, CHRISTOPHER CHAPMAN, DEBRA SWARTZ, CYNTHIA CASSITY AND AARON TAYLOR WERE EACH ELIGIBLE TO RECEIVE A CONTRIBUTION CREDIT. PART II, (F): CURRENT YEAR DISCLOSURE OF COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990S REPRESENTS NON-CASH AMOUNTS INCLUDED WITHIN THE CURRENT YEAR COMPENSATION TOTALS THAT HAVE VESTED AND BEEN PREVIOUSLY REPORTED, BUT NOT PAID, ON THE FORM 990S PREPARED AND FILED FOR PRIOR FISCAL YEARS. |
| PART I, LINE 7 | THE ORGANIZATION'S CORPORATE EMPLOYEE INCENTIVE PROGRAM (C-EIP) SEEKS (1) TO EMPHASIZE CERTAIN NEAR-TO-MEDIUM TERM ACTIVITIES THAT FURTHER THE COMPANY'S LONG-TERM MISSION, GOALS AND OBJECTIVES; AND (2) TO REWARD EMPLOYEES FOR ATTAINING CERTAIN PERFORMANCE LEVELS RELATING THERETO. ON AN ANNUAL BASIS, EACH ELIGIBLE EMPLOYEE MAY BE AWARDED A CASH PAYMENT, SUBJECT TO THE TERMS AND CONDITIONS OF THE C-EIP, INCLUDING APPROVAL BY THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF DIRECTORS. ANY SUCH PAYMENT WILL BE DISBURSED AFTER ALL REQUIRED APPROVALS AND AFTER SUCH DATE AS MAY BE DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS OR CHIEF EXECUTIVE OFFICER, AS MAY BE APPROPRIATE; HOWEVER, SUCH PAYMENTS TRADITIONALLY HAVE BEEN DISBURSED WITHIN 120 DAYS OF THE FINAL DAY OF THE APPLICABLE FISCAL YEAR. C-EIP PAYMENTS ARE DISBURSED PURSUANT TO THE ORGANIZATION'S PAYROLL PROCEDURES AND ARE SUBJECT TO ALL APPLICABLE WITHHOLDING TAXES AND OTHER REQUIRED OR OTHERWISE AUTHORIZED WITHHOLDING, IF ANY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS CYNTHIA CASSITY AND JAMES CASSITY HAVE A SPOUSAL RELATIONSHIP AND BOTH SERVE AS OFFICERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS ACCESSLEX INSTITUTE IS A DELAWARE NONPROFIT, NON-STOCK CORPORATION. IT IS A MEMBERSHIP ORGANIZATION WHOSE MEMBERS, AS MORE SPECIFICALLY DEFINED IN ITS BYLAWS, ARE STATE-OPERATED OR OTHERWISE FEDERALLY TAX-EXEMPT LAW SCHOOLS LOCATED IN THE UNITED STATES THAT ARE APPROVED BY THE COUNCIL ON LEGAL EDUCATION AND ADMISSIONS TO THE BAR OF THE AMERICAN BAR ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS WHO MAY ELECT PURSUANT TO THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS MAY CONSIST OF NOT MORE THAN THIRTEEN DIRECTORS. THE MEMBERS ELECT THE MINIMUM NUMBER OF DIRECTORS NECESSARY TO CONSTITUTE A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS (THE "CLASS A DIRECTORS") THEN AUTHORIZED. THE REMAINING DIRECTORS (THE "CLASS B DIRECTORS") ARE ELECTED BY THE CLASS A DIRECTORS THEN SERVING. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL THE ORGANIZATION'S BYLAWS PROVIDE THAT THE MEMBERS MUST APPROVE THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS: THE REVOCATION, REPEAL, AMENDMENT, OR MODIFICATION OF CERTAIN PROVISIONS OF THE BYLAWS AND THE REVOCATION, REPEAL, AMENDMENT OR MODIFICATION OF ARTICLE X OF THE ORGANIZATION'S CERTIFICATE OF INCORPORATION, REGARDING DISTRIBUTIONS UPON LIQUIDATION OF THE ORGANIZATION. THE DELAWARE GENERAL CORPORATION LAW ALSO PROVIDES THAT CERTAIN ACTIONS BY THE BOARD OF DIRECTORS BE APPROVED BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THIS IRS FORM 990 WAS PREPARED BY THE ORGANIZATION'S MANAGEMENT, IN CONSULTATION WITH THE ORGANIZATION'S EXTERNAL TAX ACCOUNTANTS AND ATTORNEYS. PURSUANT TO THE PROVISIONS OF ITS CHARTER, THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED A DRAFT OF THIS FORM 990 AT A MEETING PRIOR TO FILING. A COMPLETE COPY OF THIS FORM 990, INCLUDING ALL REQUIRED SCHEDULES, WAS MADE AVAILABLE TO EACH OF THE ORGANIZATION'S DIRECTORS PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH INTERESTED PERSON (DEFINED AS THE ORGANIZATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEES) TO DISCLOSE ANY FINANCIAL INTEREST (CERTAIN OWNERSHIP INTEREST OR COMPENSATION ARRANGEMENTS) THEY MAY HAVE IN CONNECTION WITH A PROPOSED TRANSACTION BETWEEN THE ORGANIZATION AND A THIRD PARTY. THE BOARD OF DIRECTORS WILL DETERMINE IF SUCH FINANCIAL INTEREST CONSTITUTES A CONFLICT OF INTEREST AND WILL EMPLOY THE POLICY'S PROCEDURES FOR ADDRESSING ANY SUCH CONFLICT. ALL INTERESTED PERSONS PROVIDE A WRITTEN CERTIFICATION ANNUALLY AFFIRMING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH IT, AND LISTING ANY CONFLICTS, BUSINESS RELATIONSHIPS OR FAMILY RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. THE AUDIT COMMITTEE OF THE BOARD CONSIDERS ALL DISCLOSED ISSUES AND MANAGEMENT MONITORS AND REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT AND CEO THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE ORGANIZATION IS DELEGATED BY THE BOARD OF DIRECTORS TO ITS COMPENSATION AND BENEFITS COMMITTEE, WITH SUCH COMMITTEE COMPRISED OF OUTSIDE, INDEPENDENT DIRECTORS. IT IS THE PRACTICE OF THE COMPENSATION AND BENEFITS COMMITTEE TO REVIEW THE PERFORMANCE OF THE ORGANIZATION'S PRESIDENT AND CEO PERIODICALLY (GENERALLY ON AN ANNUAL BASIS) AND TO PERIODICALLY ENGAGE A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE POSITION. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE COMPENSATION AND BENEFITS COMMITTEE REVIEWS THE INFORMATION FROM ITS COMPENSATION CONSULTANT AND ANY OTHER RELEVANT INFORMATION, DISCUSSES SUCH INFORMATION OUTSIDE OF THE PRESENCE OF THE PRESIDENT AND CEO, AND AUTHORIZES, ON THE RECORD, ANY CHANGES TO SUCH OFFICER'S COMPENSATION. PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICERS THE PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OF THE ORGANIZATION GENERALLY FOLLOWS THE PROCESS USED FOR ALL EMPLOYEES, EXCEPT FOR THE CEO AS DESCRIBED IN THE ANSWER TO PART VI, LINE 15B HEREIN. GENERALLY, THE CEO, OR SUCH OTHER PERSON AS MAY BE APPROPRIATE BASED ON MANAGEMENT REPORTING LINES AND OTHER RELEVANT FACTORS, CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL OTHER OFFICERS AND KEY EMPLOYEES, AND COMMUNICATES THE RESULTS OF SUCH REVIEW TO THE REVIEWED OFFICER OR KEY EMPLOYEE. IN ADDITION, THE ORGANIZATION PERIODICALLY ENGAGES A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE APPLICABLE POSITIONS. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE CEO, GENERALLY IN CONSULTATION WITH THE HUMAN RESOURCES DIVISION, APPROVES THE ESTABLISHMENT OF COMPENSATION LEVELS FOR OFFICERS OR KEY EMPLOYEES AS FOLLOWS: (1) DIRECTLY FOR HIS/HER DIRECT REPORTS, (2) IN CONSULTATION WITH APPLICABLE OFFICERS, FOR OFFICERS AND KEY EMPLOYEES WHO DO NOT DIRECTLY REPORT TO HIM/HER, EXCEPT THAT ANY CHANGES TO THE COMPENSATION OF THE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER (AS TOP FINANCIAL EXECUTIVE) AND THE SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (AS TOP INTERNAL AUDIT EXECUTIVE) ARE SUBJECT TO THE APPROVAL OF THE COMPENSATION AND BENEFIT COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND TO THE EXTENT THEY ARE REQUIRED BY LAW. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AFFILIATED LOAN PROGRAM FOR STUDENTS | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $450,672 | $3,944,126 | ACCESSLEX |
| ACCESS FUNDING 2013-1 | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $1,540,025 | $103,511,183 | ACCESSLEX |
| ACCESS FUNDING 2015-1 | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $951,180 | $69,486,856 | ACCESSLEX |
| LAWYERMETRIX LLC | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 811157383 | INVESTMENTS | DE | $660,628 | $34,149,316 | ACCESSLEX |
| ACCESS WAREHOUSE FUNDING 2020-1 LLC | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $3,895,355 | $0 | ACCESSLEX |
| PROGRAM FOR EDU & ACCESS TO KNOWLEDGE FOR | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $0 | $0 | ACCESSLEX |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS GROUP LOAN RESERVE TRUST I | |||||||||||
| RODNEY SQUARE N 1100 N MARKET STREE | WILMINGTON | DE | 19890 | 516522917 | GUARANTEE FD | DE | 501 (C) (3) | 12A. TYPE I SECTION | N/A | 0 | |
| HELIX BAR REVIEW INC | |||||||||||
| 10 NORTH HIGH STREET | WEST CHESTER | PA | 19380 | 842885336 | SUPPORT ORG | DE | 501 (C) (3) | 12A. TYPE I SECTION | Yes (1) | ACCESSLEX | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS FUNDING 2010 - A LLC | |||||||||||||
| C/O ACCESSLEX 10 N HIGH ST | WEST CHESTER | PA | 19380 | 272762721 | STUDENT LOANS | DE | N/A | RELATED | $120,319 | $590,344 | 0 | Yes (1) | 0.01000 |
| CS ABS REPACKAGING TRUST 2013-A | |||||||||||||
| 11 MADISON AVE | NEW YORK | NY | 10010 | 466848238 | STUDENT LOANS | DE | N/A | RELATED | $119,125 | $990,785 | 0 | Yes (1) | 0.01000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGILITY LOAN SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGH STREET | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371606855 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESSLEX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACCESSLEX TO HELIX - 3302022 | ||
| R | $1,900,000 | WIRE |
| ACCESSLEX TO HELIX - 3222022 | ||
| R | $1,000,000 | WIRE |
| ACCESSLEX TO HELIX - 382022 | ||
| R | $100,000 | WIRE |
| ACCESSLEX TO HELIX - 1242022 | ||
| R | $500,000 | WIRE |
| ACCESSLEX TO HELIX - 1112022 | ||
| R | $100,000 | WIRE |
| ACCESSLEX TO HELIX - 12222021 | ||
| R | $1,700,000 | WIRE |
| ACCESSLEX TO HELIX - 9292021 | ||
| R | $1,200,000 | WIRE |
| ACCESSLEX TO HELIX - 7212021 | ||
| R | $2,000,000 | WIRE |
| HELIX TO ACCESSLEX - 3302022 | ||
| Q | $2,140,376 | WIRE |
| HELIX TO ACCESSLEX - 12222021 | ||
| Q | $1,879,273 | WIRE |
| HELIX TO ACCESSLEX - 9292021 | ||
| Q | $1,232,056 | WIRE |
| HELIX TO ACCESSLEX - 7212021 | ||
| Q | $1,857,761 | WIRE |
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