2023-11-15T16:38:57-06:00 2022-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2022-01-01 250965219 AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES AMER 2024035000 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 MARIJO AHLGRIMM EXEC VP & CFO 2024035000 2023-11-15 1 MARIJO AHLGRIMM XXX-XX-XXXX 0 KAY VOLLANS CPA P01404047 3015643636 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID MYERS 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 528845228 0 X WWW.AIR.ORG X 1946 PA TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. 13 12 1819 0 2881031 1481863 291635316 329876705 0 1538715 81191401 31689696 296980 -40240 373123697 363064876 1234308 4358083 0 0 199760477 220274172 252240 204970 13499199 101617854 120516979 302864879 345354204 70258818 17710672 1036780961 972933017 111848237 161637909 924932724 811295108 X SEE SCHEDULE O 0 0 272116881 AIR CONDUCTS BEHAVIORAL AND SOCIAL SCIENCE RESEARCH AND DELIVERS TECHNICAL ASSISTANCE TOWARD SOLVING SOME OF THE MOST URGENT CHALLENGES IN THE U.S. AND ABROAD. DURING 2022, AIR GENERATED REVENUE BY PROVIDING CONTRACTED SERVICES OR FROM GRANTS RECEIVED FROM FEDERAL AND STATE AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS (COLLECTIVELY, REFERRED TO AS CLIENT SERVICES) AND FROM EARNINGS GENERATED BY ITS QUASI-ENDOWMENT INVESTMENTS. NET EARNINGS FROM EITHER SOURCE ARE 1) REINVESTED TO STRENGTHEN LONG-TERM INSTITUTIONAL VITALITY OR 2) EXPENDED ON SELF-FUND RESEARCH AND CAPACITY BUILDING ACTIVITIES, TYPICALLY NOT FUNDED BY OTHER PARTIES, REFERRED TO AS THE AIR EQUITY INITIATIVE. NARRATIVE IS CONTINUED ON SCHEDULE O THE EXPERTISE AND ACTIVITIES OF CLIENT SERVICES SPAN BROADLY AND DEEPLY ACROSS HUMAN SERVICES, HEALTH AND INTERNATIONAL SECTORS AND SUPPORT STAKEHOLDERS RANGING FROM POLICYMAKERS, PUBLIC SERVICE PROFESSIONALS AND PRACTITIONERS AS THEY SHAPE OUTCOMES FOR YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO IMPROVE QUALITY AND ACCESS, REDUCE INEQUITIES AND ENABLE THRIVING OPPORTUNITIES. AIR ALSO CONDUCTS AND APPLIES RIGOROUS RESEARCH AND EVALUATION TO PROVIDE GOVERNMENTS AND INTERNATIONAL AID AGENCIES WITH TOOLS, EXPERTISE, AND INFORMATION TO MEASURE THE PROGRAMS' EFFECTIVENESS, INITIATIVES, AND INSTITUTIONS. THROUGH TECHNICAL ASSISTANCE, AIR HELPS LEADERS, POLICYMAKERS, AND ORGANIZATIONS BUILD, PILOT, AND IMPLEMENT FIELD-BASED ACTIVITIES IN DEVELOPING COUNTRIES. 19310017 4358083 AIR USES BOARD-AUTHORIZED APPROPRIATIONS FROM ITS QUASI-ENDOWMENT TO FUND INITIATIVES (COLLECTIVELY, THE EQUITY INITIATIVE), THAT ARE OTHERWISE NOT FUNDED FROM THIRD-PARTY SOURCES TO 1) BUILD THE CONNECTIVE TISSUE BETWEEN EVIDENCE AND ITS USE TO HELP PROMOTE BETTER OUTCOMES WITH EXPENDITURES THAT FACILITATE SEAMLESS TRANSITIONS BETWEEN THE SCHOLASTIC AND THE PRACTICAL, AND AID THE DEVELOPMENT OF STRUCTURES, TOOLS, AND PROCESSES THAT SUPPORT THE USE OF EVIDENCE IN POLICY AND PROGRAM IMPLEMENTATION, 2) INVEST IN INSTITUTIONAL AND INDIVIDUAL CAPACITY TO BUILD DIVERSE AND INCLUSIVE WAYS TO GENERATE AND USE EVIDENCE ABOUT EQUITY AND 3) INVEST IN RESEARCH THAT CENTERS ON EQUITY AND HOLDS PROMISE FOR INFORMING WAYS TO IMPROVE OPPORTUNITIES.NARRATIVE IS CONTINUED ON SCHEDULE O THE AMOUNT OF THE ANNUAL APPROPRIATION IS GUIDED BY THE INTENTION OF MAINTAINING THE LONG-TERM, INFLATION-ADJUSTED PURCHASING POWER OF THE QUASI-ENDOWMENT AND GENERALLY RANGES UP TO 5% OF THE TRAILING THIRTY-SIX-MONTH FAIR MARKET VALUE OF THE UNDERLYING INVESTMENT PORTFOLIO. 291426898 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 X 1079 0 1 1819 1 1 1 1 HO ZA IV HA GM AG BK MX 0 0 0 0 0 0 0 0 1 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA HI IL KY MA MI MN NJ NM NY OR PA RI TN UT X MARIJO AHLGRIMM 2024035000 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 PATRICIA GURIN BD AND CMTE MEMBER, BD CHAIR 6.50 X X 112250 0 0 LAWRENCE BOBO BD CMTE MBR, BD DEP CHAIR, CMTE CHR 5.00 X X 76250 0 0 ROBERT F BORUCH BD AND CMTE MEMBER 2.00 X 35750 0 0 NANCY CANTOR BRECHIN BD AND CMTE MEMBER, CMTE CHAIR OF EI 2.00 X 54000 0 0 KIMBERLY PATTILLO BROWNSON BD AND CMTE MEMBER, BD CMTE CHAIR 5.00 X 56500 0 0 EDWARD HAMBURG BD AND CMTE MEMBER, BD CMTE CHAIR 5.00 X 57750 0 0 ALICIA KARAM HARKNESS BD AND CMTE MEMBER, BD CMTE CHAIR 2.00 X 60250 0 0 DELANO LEWIS BD AND CMTE MEMBER 3.00 X 54500 0 0 ANDREW LIAKOPOULOS BD & CMTE MBR, BD CMTE DEP CHAIR 2.50 X 62500 0 0 KATHY MCKINLESS BD AND CMTE MEMBER, BD CMTE CHAIR 5.00 X 60275 0 0 MANUEL PASTOR BD & CMTE MBR, BD CMTE DEP CHAIR 2.00 X 46250 0 0 SOL PELAVIN BD CMTE MBR, BD CMTE CHAIR, FMR PRES 5.00 X 66000 0 0 DAVID MYERS BOARD MEMBER, PRES. & CEO 40.00 1.00 X X 2247037 0 47600 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 40.00 1.00 X 1028266 0 26203 DONA KILPATRICK SECRETARY, GENERAL COUNSEL 40.00 1.00 X 299631 0 46917 DWAYNE NORRIS EXEC VP & CHIEF PEOPLE OFFICER 40.00 X 834407 0 90646 JESSICA HEPPEN SR VP, HUMAN SERVICES DIVISION 40.00 X 593005 0 34738 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 40.00 X 408154 0 31582 DAVID BAKER SR VP, HEALTH DIVISION 40.00 X 308396 0 60877 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00 X 316527 0 23349 DAVID OSHER VP & INSTITUTE FELLOW 40.00 X 945083 0 51638 DAN D GOLDHABER VP & DIRECTOR, ALDER 40.00 X 555306 0 56188 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 40.00 X 521520 0 57667 BLANCHIE KELLEY CHIEF OF STAFF 40.00 X 483933 0 30844 CHRISTINA H KREUTZIGER SR DIR, COMP, BENEFITS & POLICY - HR 40.00 X 471523 0 10436 9755063 0 568685 674 0 1 0 NEXT FIFTEEN COMMS CORP 100 MONTGOMERY ST STE 1650 SAN FRANCISCO CA 94104 SUBCONTRACTING SERVICES 4457775 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 SUBCONTRACTING SERVICES 2447404 SCHOOL READINESS CONSULTING 912 THAYER AVE SUITE 209 SILVER SPRING MD 20910 SUBCONTRACTING SERVICES 1880494 JUAREZ & ASSOCIATES INC 12139 NATIONAL BLVD LOS ANGELES CA 90064 SUBCONTRACTING SERVICES 1542756 PHASE2 TECHNOLOGY LLC 1735 NORTH LYNN ST SUITE 720 ARLINGTON VA 22209 SUBCONTRACTING SERVICES 1471760 138 53401 260915334 68907970 329876705 PROJECTS 541900 1538715 1538715 1538715 10441148 1342316 9098832 1819 1819 7964174 8006233 -42059 -42059 -42059 164022667 15000000 145512431 12261688 18510236 2738312 21248548 21248548 363064876 0 2881031 30307140 X 3334156 3334156 1023927 1023927 7139610 1735477 5404133 174270975 156458321 8087953 9724701 11968428 10414173 888111 666144 14162309 12130800 1260345 771164 12732850 10978580 1057437 696833 856370 750 855620 386256 386256 204970 204970 1982325 1982325 72828613 67494505 5113497 220611 5309525 4365327 807508 136690 6753125 5602997 880722 269406 10011921 7652346 1877945 481630 3019764 2745033 211986 62745 2725560 2625558 81049 18953 37650 37650 13647581 3535279 9887232 225070 569102 89322 474188 5592 UBTI 1915204 1915204 FOCUS GROUP FEES 1029247 1027734 1047 466 DUES MEMBERSHIPS & SUBS 13980 13980 MISCELLANEOUS -569244 212613 -782101 244 345354204 291426898 40428107 13499199 51545827 54223481 50913549 61593153 4069459 4245304 26667685 15495621 25246438 11172064 614076413 474839553 181481712 219956221 97324699 85859142 12122864 61044099 1036780961 972933017 60644244 59382838 28272351 30958380 4944350 0 17987292 71296691 111848237 161637909 X 924932724 811295108 924932724 811295108 1036780961 972933017 X 17710672 -131340016 -8272 0 X X 0 1 X 1 1 1 X 462380008 476002962 268854620 291635316 329876705 1828749611 462380008 476002962 268854620 291635316 329876705 1828749611 1828749611 7267111 7970210 13670476 12649459 17064825 58622081 6153894 1481863 7635757 1895007449 81866 0.96500 0.97350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 783492672 23472954 -104177733 19272021 1020862 682495010 664714913 25184555 105695409 11184555 917650 783492672 701064594 -103304663 75648027 7955623 737422 664714913 265338398 395670162 45428589 4570162 802393 701064594 262600073 24750000 -16326105 4808550 877020 265338398 1.00000 0 0 18766551 8614204 10152347 5371601 4351884 1019717 2529533 2529533 0 11172064 1301120 C ALTERNATIVE INVESTMENTS 218655101 F 219956221 DEPOSITS 1328637 INTERCOMPANY RECEIVABLE FROM SUBSIDIARY 5913414 RIGHT OF USE ASSETS 53802048 61044099 DEFERRED RENTAL INCOME FROM SUBLEASE 673735 CAST LEASE DEPOSITS 526816 RIGHT OF USE LIABILITIES 70096140 71296691 X PART V, LINE 4: IN RECENT YEARS, THE BOARD OF DIRECTORS DESIGNATED A PORTION OF THE EXCESS OF REVENUES LESS EXPENSES TO BE ESTABLISHED AS A QUASI-ENDOWMENT. THE QUASI-ENDOWMENT SUPPORTS THE MISSION AND IS AVAILABLE: 1) TO ENSURE AIR'S LONG-TERM, FINANCIAL STRENGTH AND LIQUIDITY, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS ACQUISITION ACTIVITY, AND 3) TO FUND SELF-SPONSORED RESEARCH AND GRANT-MAKING INITIATIVES THAT ADVANCE AIR'S MISSION AND ARE OTHERWISE NOT FUNDED BY OTHER SOURCES. PART X, LINE 2: AIR IS SUBJECT TO INCOME TAX REGULATIONS APPLICABLE TO THE TAX STATUS OF ITS SUBSIDIARIES AS DETERMINED BY THE INTERNAL REVENUE CODE (IRC) OR APPLICABLE FOREIGN AUTHORITY. IRC SECTION 501(C)(3) EXEMPTS MOST OF AIR'S NOT-FOR-PROFIT OPERATIONS FROM INCOME TAX EXCEPT FOR UNRELATED BUSINESS INCOME (UBI). CURRENT IRC PROVISIONS ALSO SUBJECT AIR TO EXCISE TAX ON INDIVIDUAL COMPENSATION EXCEEDING STATUTORY THRESHOLDS; AND ON CERTAIN EARNINGS FROM LIMITED PARTNERSHIPS OWNED AS PART OF LONG-TERM INVESTMENTS. MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES. THERE ARE NO EXAMINATIONS IN PROGRESS. 1 SOUTH ASIA 0 0 PROGRAM SERVICES SEE SCHEDULE F, PART V 407972 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES SEE SCHEDULE F, PART V 4417517 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SEE SCHEDULE F, PART V 1347099 EUROPE (INCLUDING ICELAND & GREENLAND) 1 15 PROGRAM SERVICES SEE SCHEDULE F, PART V 1416585 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SEE SCHEDULE F, PART V 339815 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 99272855 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 988927 NORTH AMERICA 1 65 PROGRAM SERVICES SEE SCHEDULE F, PART V 5222691 SOUTH AMERICA 0 0 PROGRAM SERVICES SEE SCHEDULE F, PART V 41590 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SEE SCHEDULE F, PART V 48013 NORTH AMERICA 0 0 GRANTMAKING 35000 2 81 0 0 2 81 113413461 124603 113538064 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 853450 FUND TRANSFERS 0 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 135477 FUND TRANSFERS 0 NORTH AMERICA SEE SCHEDULE F, PART V 35000 FUND TRANSFERS 0 3 0 1 0 1 1 1 1 PART I, LINE 2: AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST EITHER OF: 1) THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES, AS DETERMINED BY THE APPLICABLE CONTRACT OR GRANT AWARDED TO AIR; OR 2) INVESTMENT, AS A LIMITED PARTNER, IN LONG-TERM PRIVATE PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, COLUMN E - PROGRAM SERVICES IN FOREIGN REGION: DURING 2022, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS IN COUNTRIES INCLUDING, BUT NOT LIMITED TO, BOSNIA, ETHIOPIA, KENYA, AND MEXICO. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION, LABOR, AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL, WORKFORCE AND OTHER OUTCOMES IN DEVELOPING COUNTRIES. SCHEDULE F, PART II, COLUMN D - PURPOSE OF FOREIGN GRANTS: CONSISTENT WITH ITS MISSION, DURING 2022, AIR AWARDED GRANTS TO ORGANIZATIONS OUTSIDE THE US TO: (1) SUPPORT IMPLEMENTATION, SCALE-UP, AND EVALUATION OF A RURAL EDUCATION PROGRAM IN ZAMBIA THAT AIMS TO IMPROVE THE QUALITY AND COST-EFFECTIVENESS OF EDUCATION FOR LOW-INCOME CHILDREN IN ZAMBIA AND THROUGHOUT THE WORLD. (2) COLLECT QUANTITATIVE AND QUALITATIVE FARMING DATA AT THE HOUSEHOLD LEVEL FOR THE EVALUATION OF CERTAIN CROPS AND MATERNAL AND INFANT HEALTH IN TANZANIA. (3) SUPPORT RESEARCH ACTIVITIES CONDUCTED BY A CANADIAN UNIVERSITY RELATED TO SCHOOL AND HOUSING INTEGRATION. X X 1 LOIS TARDIO 2223 WILLIAMS STREET DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 35351 0 CAROLYN L CRABTREE 4443 AUDREE LN NE BREMERTON WA 98310 SEE SCHEDULE G, PART IV 0 0 24300 0 LOHFELD CONSULTING GROUP 940 SOUTH RIVER LANDING ROAD EDGEWATER MD 21037 SEE SCHEDULE G, PART IV 0 0 24075 0 PRICEWATERHOUSE COOPERS 4040 W BOY SCOUT BOULEVARD TAMPA FL 33607 SEE SCHEDULE G, PART IV 0 0 18472 0 KONEKTID INTERNATIONAL 1031 33RD STREET SUITE 174 DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 15737 0 KUMU PTY LTD 7/172 MACQUARIE STREET BRISBANE QUEENSLAND AS 4067 SEE SCHEDULE G, PART IV 0 0 8548 0 JAMIE HOPE HOLBROOK 1603 N EDGEMONT ST 208 LOS ANGELES CA 90027 SEE SCHEDULE G, PART IV 0 0 6841 0 SHEREE L VAN VREEDE 5 SYLVAN GLEN FAIRPORT NY 14450 SEE SCHEDULE G, PART IV 0 0 6638 0 CHRISTIAN MILORD CALLE 12 NO 17-31 SANTA MARTA MAGDALENA CO 470001 SEE SCHEDULE G, PART IV 0 0 6610 0 AUDRA LYNN DYKMAN 1211 RAUM ST NE WASHINGTON DC 20002 SEE SCHEDULE G, PART IV 0 0 6375 0 152947 AK CA CO CT DC FL GA HI IL KS MA MD ME MI MN MO MS NC NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA KY SCHEDULE G, PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS: PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS AND TO APPLY FOR GRANTS AND CONTRACTS THAT ADVANCE AIR'S MISSION. THE COSTS PRIMARILY CONSIST OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. AIR STAFF ARE NOT HIRED SPECIFICALLY FOR THESE FUNDRAISING ACTIVITIES BUT DO SPEND PORTIONS OF THEIR WORK EFFORT ON THEM. OCCASIONALLY AIR ALSO USES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE TOWARD THE FUNDRAISING ACTIVITIES. THE AMOUNT EXPENDED FOR FUNDRAISING VARIES ANNUALLY AND IS DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS RESULTING FROM FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE FUTURE YEARS. 1 THE CENTER FOR POLICING EQUITY 8605 SANTA MONICA BLVD PMB 54596 WEST HOLYWOOD CA 90069 814945849 501 (C)(3) 1753352 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION INSTITUTE FOR AMERICAN POLICE REFORM 226 EGAY STREET 56 LEBANON TN 37087 852298745 501 (C)(3) 800000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION NORWEGIAN REFUGEE COUNCIL USA 818 CONNECTICUT AVENUE NW WASHINGTON DC 20006 475342860 501 (C)(3) 105000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501 (C)(3) 101312 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION THE CAMPBELL COLLABORATION 124 GRANDVIEW RD ARDMORE PA 19003 233066027 501 (C)(3) 100000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION AMERICAN YOUTH POLICY FORUM 1101 CONNECTICUT AVE NW SUITE 450 WASHINGTON DC 20036 311576455 501 (C)(3) 108000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION THE CENTURY FOUNDATION INC ONE WHITEHALL STREET 15TH FL NEW YORK NY 10004 131624235 501 (C)(3) 75000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION AMERICAN EDUCATIONAL RESEARCH ASSOCIATION 1430 K STREET NW STE 1200 WASHINGTON DC 20005 237003537 501 (C)(3) 53000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS(SREE) 6003 EXECUTIVE BLVD ROCKVILLE MD 20852 264739791 501 (C)(3) 46037 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION FUNDS TOGETHER TO END HOMELESSNESS 89 SOUTH STREET SUITE 603 BOSTON MA 02111 273033048 501 (C)(3) 35000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION COLORADO STATE UNIVERSITY FOUNDATION 2002 CAMPUS DELIVERY FORT COLLINS CO 80523 237098397 501 (C)(3) 21995 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS CHAPTER ONCE SHIELDS AVENUE DAVIS CA 95616 946036494 501 (C)(3) 25000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION EDUCATION WRITERS ASSOCIATION 1825 K STREET NW SUITE 200 WASHINGTON DC 20006 237439790 501 (C)(3) 20000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION UNIVERSITY OF PITTSBURGH 5716 WESLEY POSVAR HALL PITTSBURGH PA 15260 250965591 501 (C)(3) 15000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION EDUSEED 901 K STREET NW SUITE 700 WASHINGTON DC 20001 522235026 501 (C)(3) 10000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION BOYS & GIRLS CLUBS OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGON DC 20019 530236759 501 (C)(3) 7500 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION 16 0 PART I, LINE 2: GRANT AWARDS FOR AMOUNTS INDIVIDUALLY LESS THAN $5,000 ARE NOT REPORTED HEREIN PURSUANT TO THE APPLICABLE PROVISION OF THE INTERNAL REVENUE SERVICE CODE. AIR MAKES A FEW RESTRICTED GRANTS OR PROVIDES NON-CASH SUPPORTS TO MISSIONED-BASED ORGANIZATIONS, ANNUALLY, THAT ARE GREATER THAN $20,000. RECIPIENT ORGANIZATIONS MUST HAVE A PURPOSE THAT IS ALIGNED TO AIR'S MISSION. APPLICANTS MUST SUBMIT GRANT PROPOSALS DETAILING THE COST AND ACTIVITIES TO BE SUPPORTED BY AN AWARD. FOLLOWING AWARD, GRANTEES ARE REQUIRED TO PROVIDE PERIODIC AND FINAL PROGRESS REPORTS RELATED TO THE GRANT ACTIVITIES AND ACHIEVEMENTS. X X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 DAVID MYERS BOARD MEMBER, PRES. & CEO 759177 0 877400 0 610460 0 21350 0 26250 0 2294637 0 0 0 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 471423 0 271000 0 285843 0 21350 0 4853 0 1054469 0 0 0 DONA KILPATRICK SECRETARY, GENERAL COUNSEL 282847 0 3302 0 13482 0 20318 0 26599 0 346548 0 0 0 DWAYNE NORRIS EXEC VP & CHIEF PEOPLE OFFICER 373011 0 112400 0 348996 0 50508 0 40138 0 925053 0 0 0 JESSICA HEPPEN SR VP, HUMAN SERVICES DIVISION 380941 0 109200 0 102864 0 21350 0 13388 0 627743 0 0 0 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 292889 0 77700 0 37565 0 17985 0 13597 0 439736 0 0 0 DAVID BAKER SR VP, HEALTH DIVISION 301264 0 0 0 7132 0 21151 0 39726 0 369273 0 0 0 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 271579 0 39800 0 5148 0 19041 0 4308 0 339876 0 0 0 DAVID OSHER VP & INSTITUTE FELLOW 372248 0 7500 0 565335 0 21060 0 30578 0 996721 0 0 0 DAN D GOLDHABER VP & DIRECTOR, ALDER 297584 0 45400 0 212322 0 21236 0 34952 0 611494 0 0 0 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 282226 0 53900 0 185394 0 18955 0 38712 0 579187 0 0 0 BLANCHIE KELLEY CHIEF OF STAFF 235122 0 9210 0 239601 0 15977 0 14867 0 514777 0 0 0 CHRISTINA H KREUTZIGER SR DIR, COMP, BENEFITS & POLICY - HR 151542 0 2963 0 317018 0 6142 0 4294 0 481959 0 0 0 PART I, LINE 1A AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR PERSONS LISTED ON PART VII, SECTION A, LINE 1A. WHEN SUPPORTED BY A MEDICAL PURPOSE OR BUSINESS NEED. AIR LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY TO THE ORGANIZATION. CHARGES ON CREDIT CARDS ARE SUBJECT TO LIMITS. CHARGES ON CARDS WITH CORPORATE LIABILITY ARE REVIEWED AND RECONCILED REGULARLY FOR APPROPRIATENESS OF THE BUSINESS PURPOSE. OCCASIONAL, INFREQUENT USES FOR PERSONAL PURPOSES ARE DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. WITH RARE FREQUENCY, TRAVEL MAY BE PROCURED FOR, AND REIMBURSED BY, COMPANIONS. PART I, LINE 4B CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED COMPENSATION PLAN PURSUANT TO ADVANCE APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PLAN PROVIDES THE PARTICIPANTS WITH THE ABILITY TO EARN THE EQUIVALENT OF THE ANNUAL RETIREMENT CONTRIBUTION THAT WOULD HAVE BEEN RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN STATUTORILY LIMITED. CERTAIN CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION. DEFERRED COMPENSATION IN THE AMOUNT OF $30,700 WAS AWARDED (NEITHER VESTED NOR PAID) TO DWAYNE NORRIS, SENIOR VICE PRESIDENT AND CHIEF PEOPLE OFFICER DURING 2022. PART I, LINE 7 IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN, APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS, THAT USES VARIABLE COMPENSATION TO RECOGNIZE NON-OFFICER AND OFFICER EMPLOYEES FOR EXCEPTIONAL CONTRIBUTION TO OVERALL ORGANIZATIONAL PERFORMANCE. THE BONUS PLAN FOR CERTAIN OFFICER AND KEY EMPLOYEE ROLES IS BASED ON PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. ALL EMPLOYEES ARE ALSO ELIGIBLE TO EARN VARIABLE COMPENSATION. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS. SCHEDULE J, PART II, COLUMN B, C & D: ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: SCHEDULE J, PART I, LINE 4B REFLECTS THE FOLLOWING: PAYMENTS IN 2022 OF: $238,258 TO DAVID MYERS, $79,491 TO MARIJO AHLGRIMM, AND $60,000 EACH TO DWAYNE NORRIS AND JESSICA HEPPEN MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS. EFFECTIVE IN 2022, CERTAIN EMPLOYEE FRINGE BENEFITS WERE RESTRUCTURED TO BETTER ALIGN WITH MARKET TRENDS. AS A RESULT OF THE RESTRUCTURING, THE AMOUNT OF PAID TIME OFF THAT WAS PREVIOUSLY EARNED AND AVAILABLE FOR CARRYOVER TO FUTURE PERIODS WAS CAPPED. IN 2022, EMPLOYEES WERE PAID FOR THE NUMBER OF PREVIOUSLY ACCUMULATED HOURS THAT WERE IN EXCESS OF THE NEW CAP. COMPENSATION DISCLOSURES ON THIS SCHEDULE INCLUDE ONE-TIME AMOUNTS PAID TO LISTED INDIVIDUALS AS FOLLOWS: $362,296 TO DAVID MYERS, $201,204 TO MARIJO AHLGRIMM, $10,128 TO DONA KILPATRICK, $285,642 TO DWAYNE NORRIS, $41,694 TO JESSICA HEPPEN, $36,785 TO DAVID SEIDENFELD, $2,199 TO DAVID BAKER. $557,919 TO DAVID OSHER, $210,529 TO DAN GOLDHABER, $173,002 TO LAWRENCE FRIEDMAN, $228,723 TO BLANCHIE KELLEY, AND$313,393 TO CHRISTINA KREUTZIGER. THE ARRANGEMENTS FOR PAYMENTS DESCRIBED IN ALL NOTES TO SCHEDULE J WERE APPROVED AT THE DISCRETION OF AIR'S INDEPENDENT BOARD OF DIRECTORS AFTER FOLLOWING THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED AT TREAS. REG. SECTION 53.4958-6(C). PART III, LINE 1 MISSION & SIGNIFICANT ACTIVITIES: AIR'S MISSION IS TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. AIR'S VISION IS TO BE A PREMIER RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE ORGANIZATION, GUIDED BY PRINCIPLES OF ETHICAL DECISION-MAKING, COLLABORATIONS, INCLUSION, AND INNOVATION. TOWARD THIS VISION, SPECIFICALLY, AIR: - INFORMS IMPROVEMENTS TO EDUCATION, HEALTH, WORKFORCE DEVELOPMENT AND RELATED SOCIAL SCIENCES AREAS. - COLLABORATES WITH ORGANIZATIONS, POLICYMAKERS, AND PRACTITIONERS TO ADOPT EVIDENCE-BASED PRACTICES. - PARTNERS GLOBALLY AND LOCALLY WITH OTHER ORGANIZATIONS AND COMMUNITIES; AND, - INTEGRATES EXPERTISE IN SUBSTANTIVE AND POLICY ARENAS, RESEARCH AND EVALUATION, AND THE IMPLEMENTATION OF EVIDENCE-BASED PRACTICES AND INTERVENTIONS. FORM 990, PART VI, SECTION B, LINE 11B 1. THE FORM 990 IS PREPARED INTERNALLY UNDER THE GUIDANCE OF THE CHIEF EXECUTIVE OFFICER (CEO)/PRESIDENT AND CHIEF FINANCIAL OFFICER (CFO)/TREASURER. 2. THE FORM 990 IS REVIEWED BY THE CFO/TREASURER, LEGAL COUNSEL, AND THE SVP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED FOR REVIEW TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT AND COMPENSATION COMMITTEES. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND HUMAN RESOURCES & COMPENSATION COMMITTEES OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, AIR REQUIRES THE MEMBERS OF ITS BOARD OF DIRECTORS, OFFICERS, EXECUTIVES, AND KEY LEADERS TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. REQUIRED DISCLOSURES INCLUDE THE EXTENT OF ANY RELATIONSHIP, OWNERSHIP INTEREST, CONTROL OR TRANSACTION WHICH MAY POSE AN ACTUAL OR PERCEIVED CONFLICT THAT COULD IMPACT AIR'S OPERATIONS OR INDEPENDENCE. THE DISCLOSURES ARE REVIEWED AND ADJUDICATED BY THE GENERAL COUNSEL AND ETHICS OFFICER AND THE CHIEF FINANCIAL OFFICER. INTERNAL CONTROLS HAVE BEEN ESTABLISHED IN AIR'S OPERATIONS TO ENSURE THAT TRANSACTIONS WITH RELATED PARTIES, IF ANY, ARE IDENTIFIED AND REVIEWED IN ADVANCE BY THE BOARD OF DIRECTORS AND APPROVED FOR EXECUTION INCLUSIVE OF ARMS-LENGTH THRESHOLDS. LASTLY, ALL EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CODE OF CONDUCT, WHICH PROVIDES GUIDANCE ON CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION, FRINGE BENEFITS, AND RELATED POLICIES FOR THE INDIVIDUALS LISTED HEREIN ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. ANNUALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PERFORM COMPARABILITY REVIEWS OF EXECUTIVE COMPENSATION USING EXTERNALLY PUBLISHED DATA. THIS INFORMATION IS CONSIDERED IN THE DETERMINATION OF TOTAL COMPENSATION FOR THESE INDIVIDUALS AND INCLUDES THE COMMITTEE'S REVIEW OF THE EXECUTIVE'S ANNUAL PERFORMANCE. THE CONTENT OF COMMITTEE MEETINGS INVOLVING COMPENSATION DECISIONS ARE CODIFIED IN TIMELY, WRITTEN SUMMARIES AND MADE AVAILABLE UPON REQUEST TO AUTHORIZED PARTIES. COMPENSATION OF NON-OFFICER KEY EMPLOYEES IS NOT SET BY THE COMPENSATION COMMITTEE BUT IS REVIEWED AND APPROVED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER USING THE SAME METHODOLOGY INVOLVING COMPARISON TO EXTERNALLY AVAILABLE MARKET DATA AND PERFORMANCE FACTORS AS DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR MAKES AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT-OF-INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 1A, EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD CHAIR AND THE CHAIRS OF THE AUDIT, EQUITY INITIATIVE, FINANCE, GOVERNANCE, HUMAN RESOURCES/COMPENSATION, INVESTMENT, AND MERGERS AND ACQUISITIONS COMMITTEES. THE EXECUTIVE OFFICER IS ALSO ON THE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMMISSIONED WITH EXERCISING THE POWERS AND AUTHORITY OF THE FULL BOARD WHEN THE FULL BOARD IS NOT IN SESSION AND WHEN IT IS NOT PRACTICAL OR POSSIBLE FOR THE FULL BOARD TO CONVENE A MEETING. A QUORUM IS DEFINED AS FOUR (4) MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 11,160,916. MANAGEMENT AND GENERAL EXPENSES 4,055,177. FUNDRAISING EXPENSES 111,721. TOTAL EXPENSES 15,327,814. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 2,114,976. MANAGEMENT AND GENERAL EXPENSES 382,633. FUNDRAISING EXPENSES 73,036. TOTAL EXPENSES 2,570,645. HONORARIA: PROGRAM SERVICE EXPENSES 3,605,957. MANAGEMENT AND GENERAL EXPENSES 649,682. FUNDRAISING EXPENSES 466. TOTAL EXPENSES 4,256,105. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 156,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 156,257. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 50,216,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,216,460. RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 231,422. MANAGEMENT AND GENERAL EXPENSES 26,005. FUNDRAISING EXPENSES 14,446. TOTAL EXPENSES 271,873. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,942. TOTAL EXPENSES 20,942. MEDIA BUYS: PROGRAM SERVICE EXPENSES 8,517. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,517. FORM 990 PART I, 16B AND PART IX, COLUMN (D) FUNDRAISING: FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS. IT PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. THE STAFF ARE NOT HIRED SPECIFICALLY FOR THIS FUNDRAISING ACTIVITY BUT OCCASIONALLY SPEND A PORTION OF THEIR WORK EFFORT DEDICATED TO THE OBJECTIVE. OCCASIONALLY AIR UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE IN THE WRITING OF SERVICE SOLUTIONS. THE AMOUNT EXPENDED FOR THESE ACTIVITIES VARIES ANNUALLY AND DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS THAT RESULT FROM THIS ANNUAL FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE FUTURE YEARS. FORM 990, PART IX, LINE 11F INVESTMENT FEES: INVESTMENT FEES CONSIST OF THE EXTERNAL ADMINISTRATIVE COSTS INCURRED IN MANAGING THE QUASI-ENDOWMENT, AND ARE NOT CONTINGENT ON FINANCIAL PERFORMANCE. FEES CHARGED BY FUND MANAGERS ARE REPORTED AS PART OF UNREALIZED RETURNS OF THE UNDERLYING INVESTMENT HOLDINGS, AND ARE INCLUDED ON PART XI, LINE 5. FORM 990, PART IV, LINE 12 & PART XII, LINE 2B AUDITED FINANCIAL STMTS: AIR PREPARES THE CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE THE ORGANIZATION AND ITS AFFILIATES. THE FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT AUDITORS ON AN ANNUAL BASIS. FORM 990 PART XII, LINE 2C AUDIT OVERSIGHT: AIR HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. FORM 990, PART XI, LINE 5: VOLATILITY IN FINANCIAL MARKETS MAY LEAD TO SIGNIFICANT FLUCTUATIONS IN THE OVERALL FAIR MARKET VALUE OF INVESTMENTS. DUE TO RISING INTEREST RATES AND INFLATION IN 2022, THE MARKETS FELL PRECIPITOUSLY. ADVANCED KNOWLEDGE NETWORKS LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 611888824 SEE SCHEDULE R, PART VII MD AIR IMPAQ INTERNATIONAL LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 522273877 SEE SCHEDULE R, PART VII MD 2348 53996693 AIR IMPAQ LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 364866143 SEE SCHEDULE R, PART VII MD AIR AMERICAN INSTITUTES FOR RESEARCH UK LIMITED 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS UK AIR 1 LEARNING POINT ASSOCIATES 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 371161423 SEE SCHEDULE R, PART VII IL 501(C)(3) 7 AIR 1 NATIONAL CENTER ON FAMILY HOMELESSNESS 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 222882452 SEE SCHEDULE R, PART VII MA 501(C)(3) 7 AIR 1 SOUTHWEST EDUCATIONAL DEVELOPMENT CORP 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 741545911 SEE SCHEDULE R, PART VII TX 501(C)(3) 7 AIR 1 AIR INTERNATIONAL 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 753046958 SEE SCHEDULE R, PART VII DC 501(C)(3) 7 AIR 1 AIR EUROPE 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 SEE SCHEDULE R, PART VII GM AIR 1 AIR HOLDING COMPANY 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522205344 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 731139 98749 1.00000 1 GROWTH TRANSITIONS INC TA MAHER&MAHER 3535 ROUTE 66 BUILDING NEPTUNE NJ 07753 223412300 SEE SCHEDULE R, PART VII NJ AMERICAN INSTITUTES FOR RESEARCH C 1.00000 1 KIMETRICA LLC 80 GARDEN CENTER SUITE A-368 BROOMFIELD CO 800201735 205000444 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 5316 15536876 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 GROWTH TRANSITIONS INC TA MAHER&MAHER P 62606 ACTUAL COSTS INCURRED GROWTH TRANSITIONS INC TA MAHER&MAHER R 3173210 ACTUAL COSTS INCURRED GROWTH TRANSITIONS INC TA MAHER&MAHER S 1097974 ACTUAL COSTS INCURRED KIMETRICA LLC S 11423061 ACTUAL COSTS INCURRED KIMETRICA LLC Q 881823 ACTUAL COSTS INCURRED KIMETRICA LLC R 10846526 ACTUAL COSTS INCURRED SOUTHWEST EDUCATIONAL DEVELOPMENT CORP C 53401 ACTUAL COSTS INCURRED AIR HOLDING COMPANY P 725449 ACTUAL COSTS INCURRED AIR HOLDING COMPANY R 658732 ACTUAL COSTS INCURRED AIR INTERNATIONAL P 3078251 ACTUAL COSTS INCURRED AIR INTERNATIONAL R 2670546 ACTUAL COSTS INCURRED SCHEDULE R, PART I, COLUMN B: IMPAQ INTERNATIONAL LLC- A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ INTERNATIONAL LLC. IMPAQ LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ LLC. ADVANCED KNOWLEDGE NETWORKS - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF ADVANCED KNOWLEDGE NETWORKS. SCHEDULE R, PART II, COLUMN B: AMERICAN INSTITUTES FOR RESEARCH UK LIMITED WAS ESTABLISHED FOR POTENTIAL BUSINESS DEVELOPMENT PURPOSES. AIR IS THE SOLE MEMBER. THE ORGANIZATION IS CURRENTLY INACTIVE AND IN THE PROCESS OF BEING DISSOLVED. LEARNING POINT ASSOCIATES (LPA) MERGED WITH AIR IN 2011 AND FORMERLY ENDEAVORED TO ADDRESS INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND TECHNOLOGY APPLICATIONS IN EDUCATION SECTORS. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF THE FORMER LPA HAVE LARGELY BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS OCCURRED IN 2022 AND THE ENTITY WAS DISSOLVED. NATIONAL CENTER ON FAMILY HOMELESSNESS (NCFH) MERGED WITH AIR IN 2012 AND FORMERLY ENDEAVORED TO ADDRESS RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF NCFH HAVE BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS OCCURRED IN 2022 AND THE ENTITY WAS DISSOLVED. SOUTHWEST EDUCATIONAL DEVELOPMENT CORP. (SEDL) MERGED WITH AIR IN 2015 AND FORMERLY ENDEAVORED TO ADDRESS EDUCATION RESEARCH, DEVELOPMENT, AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF SEDL HAVE BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS OCCURRED IN 2022 AND THE ENTITY WAS DISSOLVED. AIR INTERNATIONAL PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. AIR IS THE SOLE MEMBER. A.I.R. EUROPE IS A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISIONS OF GERMANY FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH/EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENTS OR NON-PROFIT FUNDERS. AIR IS THE SOLE MEMBER. THE COMPANY IS CURRENTLY INACTIVE AND IN THE PROCESS OF BEING DISSOLVED. SCHEDULE R, PART IV, COLUMN B: AIR HOLDING COMPANY - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS. GROWTH TRANSITIONS INC. DBA MAHER & MAHER - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS ACQUIRED BY AIR IN MAY 2020. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. THE COMPANY FILED ITS FINAL TAX RETURN FOR 2022 AND IS IN THE PROCESS OF BEING DISSOLVED. KIMETRICA LLC WAS ACQUIRED BY AIR IN NOVEMBER 2020 AND PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. THE COMPANY IS CURRENTLY INACTIVE AND IN THE PROCESS OF BEING DISSOLVED.