AMERICAN ACADEMY FOR STRATEGIC EDUCATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY FOR STRATEGIC EDUCATION (EIN 46-2307602)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349102683
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T11:39:23-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474306215PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mullins PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17625 Wisconsin AvenueAddressLine1Txt
CityBethesdaCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462307602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Academy For Strategic EducationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 Massachusetts Ave NW STE 250AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJacqueline DealPersonNm
Person TitlePresident SecrPersonTitleTxt
Phone2023313092PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJacquelinePersonFirstNm
Person LastDealPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn MullinsPreparerPersonNm
PTINP01429307PTIN
Phone2027706371PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$267,052FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$305,000ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$4OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$305,004TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$4TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$42,046CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$2,523CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$39,523CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,041LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$182LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,859LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,575AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$215AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,361AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$108OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,692OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,904TaxesRevAndExpnssAmt
Taxes Adj Net Incm$234TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$3,670TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$71OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$4OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$67OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$49,094TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$49,094TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$152,400OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$413OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$151,987OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$255,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,679TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$252,253TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$255,931TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,679TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$252,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,073ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$225,135CashBOYAmt
Cash EOY$217,212CashEOYAmt
Cash EOYFMV$217,212CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,737SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$48,741SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,741SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,867LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,768LandBldgEquipAccumDeprecAmt
Land BOY$1,375LandBOYAmt
Land EOY$1,099LandEOYAmt
Land EOYFMV$1,099LandEOYFMVAmt
Total Assets BOY$275,247TotalAssetsBOYAmt
Total Assets EOY$267,052TotalAssetsEOYAmt
Total Assets EOYFMV$267,052TotalAssetsEOYFMVAmt
Accounts Payable BOY$58,124AccountsPayableBOYAmt
Accounts Payable EOY$856AccountsPayableEOYAmt
Total Liabilities BOY$58,124TotalLiabilitiesBOYAmt
Total Liabilities EOY$856TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$217,123NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$266,196NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$217,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$266,196TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$275,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$217,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,073ExcessRevenueOverExpensesAmt
Subtotal$266,196SubtotalAmt
Tot Net Ast Or Fund Balances EOY$266,196TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.aase.orgWebsiteAddressTxt
Individual With BooksThe OrganizationIndividualWithBooksNm
Phone2023313092PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 Massachusetts Ave NW Suite 250AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jacqueline Deal
600 Massachusetts Ave NWWashingtonDC20001President Secretary5.00$45,000$0$0
Aaron Friedberg
600 Massachusetts Ave NWWashingtonDC20001Vice Chair5.00$46,500$0$0
Stephen Rosen
600 Massachusetts Ave NWWashingtonDC20001Chairman Treasurer5.00$45,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AASE provides education to members of the uniformed military and civilian employees of the Federal government as well as other Continued Sch ODescription1Txt
Expenses1$244,626Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$230,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$230,147TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$230,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,452CashDeemedCharitableAmt
Net Vl Noncharitable Assets$226,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,253ExpensesAndContributionsAmt
Qualifying Distributions$252,253QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$252,253QualifyingDistributionsAmt
Remaining Distri From Corpus$252,253RemainingDistriFromCorpusAmt
Total Corpus$252,253TotalCorpusAmt
Excess Distri Cyov To Next Yr$252,253ExcessDistriCyovToNextYrAmt
Excess From Current Year$252,253ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$11,335CurrentYearAmt
Year1$12,570Year1Amt
Year2$10,951Year2Amt
Year3$12,690Year3Amt
Total$47,546TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$9,635CurrentYearAmt
Year1$10,685Year1Amt
Year2$9,308Year2Amt
Year3$10,787Year3Amt
Total$40,415TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$252,253CurrentYearAmt
Year1$166,565Year1Amt
Year2$200,734Year2Amt
Year3$260,891Year3Amt
Total$880,443TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$252,253CurrentYearAmt
Year1$166,565Year1Amt
Year2$200,734Year2Amt
Year3$260,891Year3Amt
Total$880,443TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$7,557CurrentYearAmt
Year1$8,380Year1Amt
Year2$7,301Year2Amt
Year3$8,460Year3Amt
Total$31,698TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Smith Richardson Foundation
160 Jesup RoadWestportCT06880$230,000Yes (X)
Air Force
21690 Air Force PentagonWashingtonDC20330$75,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$3,575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$215AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,361DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDC does not require this filing.ExplanationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990PF-General Explanation Attachment 1FormAndLineReferenceDesc
Medium ExplanationContinutation of Program Service Accomplishments:individuals whose work supports US national security. In the skills relevant to the development and execution of national security strategies. In 2022, AASE conducted its flagship course and numerous education events for its course alumni.MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$3,041LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$182AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,859DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Expense$3,891$0$233$3,658
Honorarium$145,850$0$21$145,829
Insurance$1,302$0$78$1,224
Amortization$393$0$24$369
Bank Fees$8$0$0$8
Other$956$0$57$899

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOther Professional FeesCategoryTxt
Amt$1,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$108AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,692DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$3,904Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$234AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,670DisbursementsCharitablePrpsAmt

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