ACCESSLEX INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACCESSLEX INSTITUTE (EIN 23-2719985)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-13
- IRS object ID
- 202500449349302150
- Schema version
- 2023v6.0
- 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
- 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 | 2025-02-13T15:00:22-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | 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 | 2025-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $143,743,407 | 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 | 142 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | -$171,011 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $65,541,003 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,199,718 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,119,366 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,875,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $277,916 | PYOtherRevenueAmt |
| CY Other Revenue | $3,815,737 | CYOtherRevenueAmt |
| PY Total Revenue | $77,938,285 | PYTotalRevenueAmt |
| CY Total Revenue | $95,890,882 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,141,111 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,459,154 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,798,686 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,975,562 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $61,515,953 | PYOtherExpensesAmt |
| CY Other Expenses | $85,408,058 | CYOtherExpensesAmt |
| PY Total Expenses | $76,455,750 | PYTotalExpensesAmt |
| CY Total Expenses | $101,842,774 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,482,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,951,892 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,820,687,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,785,535,287 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,007,208,085 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $836,853,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $813,479,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $948,682,131 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE ODESCRIPTION OF ORGANIZATION MISSION:ACCESSLEX 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 | $81,420,293 | ExpenseAmt |
| Revenue | $82,703,356 | 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 | $7,775,107 | ExpenseAmt |
| Grant | $2,459,154 | 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 | $89,195,400 | 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 | 279 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 142 | 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 (27 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 P CHAPMAN | ||||||||
| PRESIDENT & CEO | 37.50 | 17.50 | Yes (X) | Yes (X) | $689,873 | $295,660 | $155,081 | |
| DEBRA SWARTZ | ||||||||
| SVP GENERAL COUNSEL & CCO | 50.00 | 5.00 | Yes (X) | $417,533 | $0 | $96,476 | ||
| CYNTHIA A CASSITY | ||||||||
| SVP STRATEGIC ENGAGEMENT & HELIX COO | 27.50 | 27.50 | Yes (X) | $163,447 | $163,447 | $66,104 | ||
| AARON N TAYLOR | ||||||||
| SVP, EXEC. DIRECTOR FOR LEGAL ED | 50.00 | 0.00 | Yes (X) | $331,362 | $0 | $53,828 | ||
| DAVID J RAMAGE | ||||||||
| SVP AND CIO | 50.00 | 0.00 | Yes (X) | $286,191 | $0 | $60,493 | ||
| SAMUEL GREENHALGH JR | ||||||||
| SVP AND CFO | 50.00 | 5.00 | Yes (X) | $278,828 | $0 | $63,493 | ||
| JAMES R CASSITY | ||||||||
| SVP CORP OPERATIONS AND CIO | 50.00 | 0.00 | Yes (X) | $294,564 | $0 | $44,953 | ||
| ROBERT J GREENAWALT | ||||||||
| MANAGING DIR - PORT MGMT | 50.00 | 0.00 | $183,223 | $0 | $59,137 | Yes (X) | ||
| VALERIE YOUNG | ||||||||
| VP HR | 50.00 | 0.00 | Yes (X) | $176,653 | $0 | $58,338 | ||
| TIFFANE COCHRAN | ||||||||
| VP RESEARCH | 50.00 | 0.00 | Yes (X) | $200,400 | $0 | $28,781 | ||
| ERICK HNOSKO | ||||||||
| MANAGING DIR - IT OPERATIONS | 50.00 | 0.00 | $159,711 | $0 | $54,105 | Yes (X) | ||
| JOYCE GLANFIELD | ||||||||
| MANAGING DIR - ASST CONTROLLER | 50.00 | 0.00 | $162,222 | $0 | $47,539 | Yes (X) | ||
| EVNEET KHURANA | ||||||||
| VP, MARKETING & COMMUNICATIONS | 50.00 | 0.00 | Yes (X) | $197,075 | $0 | $12,615 | ||
| OLGA O'DONNELL | ||||||||
| MANAGING DIR - ASST GEN COUNSEL | 50.00 | 5.00 | $159,406 | $0 | $30,449 | Yes (X) | ||
| JENNIFER SCHOTT | ||||||||
| MANAGING DIR - FINANCIAL ED | 50.00 | 0.00 | $170,665 | $0 | $14,826 | Yes (X) | ||
| DEBORAH A FABRYKA | ||||||||
| EXEC ASST.& ASST SECRETARY | 50.00 | 5.00 | Yes (X) | $111,010 | $0 | $22,703 | ||
| ROBERT K RASMUSSEN | ||||||||
| BOARD CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY CROSSLEY | ||||||||
| BOARD VICE CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BRENNEN | ||||||||
| BOARD SEC/TREASURER | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEEL CHATTERJEE | ||||||||
| BOARD MEMBER (BEG 09/2023) | 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 | ||
| VILAS DHAR | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS GUTHRIE | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE MCDONALD HUTCHINS | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN A O'ROURKE | ||||||||
| BOARD MEMBER | 6.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| AUSTEN L PARRISH | ||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,982,163 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $459,107 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $868,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | 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 INC | |||||
| 121 SOUTH 13TH STREET WF SUITE | LINCOLN | NE | 68508 | LOAN SERVICES | $1,454,079 |
| GROW BY THREE | |||||
| 73 WAVERLY ST 2 | BOSTON | MA | 02119 | CONSULTING SERVICES | $549,797 |
| FP 440 1ST STREET LLC | |||||
| 7600 WISCONSIN AVENUE 11TH FLOOR | BETHESDA | MD | 20814 | RENT | $494,920 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | COMMISSIONED RESEARCH | $457,661 |
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | INVESTMENT SERVICES | $410,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT LOAN PROGRAM | Desc |
| Business | 522291 | BusinessCd |
| Total Revenue Column | $79,199,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,145,440 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $54,278 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,199,718 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,198,285 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$225,289 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,423,574 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $257,821 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $257,821 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,821 | TotalRevenueColumnAmt |
| Exclusion | $257,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,529,667 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,852,525 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,677,142 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,677,142 | TotalRevenueColumnAmt |
| Exclusion | $2,677,142 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,557,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,557,916 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,557,916 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,890,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,703,356 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$171,011 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,358,537 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,732 | TotalAmt |
| Program Services | $2,090,732 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,422 | TotalAmt |
| Program Services | $368,422 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,691,248 | TotalAmt |
| Program Services | $1,668,959 | ProgramServicesAmt |
| Management And General | $2,022,289 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,098,015 | TotalAmt |
| Program Services | $2,853,337 | ProgramServicesAmt |
| Management And General | $4,244,678 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,015 | TotalAmt |
| Program Services | $379,186 | ProgramServicesAmt |
| Management And General | $345,829 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,465 | TotalAmt |
| Program Services | $856,597 | ProgramServicesAmt |
| Management And General | $845,868 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,819 | TotalAmt |
| Program Services | $148,702 | ProgramServicesAmt |
| Management And General | $610,117 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,405 | TotalAmt |
| Program Services | $7,044 | ProgramServicesAmt |
| Management And General | $333,361 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,889 | TotalAmt |
| Management And General | $326,889 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,066 | TotalAmt |
| Program Services | $96,066 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,000 | TotalAmt |
| Program Services | $570,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,608 | TotalAmt |
| Program Services | $2,750,502 | ProgramServicesAmt |
| Management And General | $710,106 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,016 | TotalAmt |
| Program Services | $784,241 | ProgramServicesAmt |
| Management And General | $888,775 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,976 | TotalAmt |
| Program Services | $29,580 | ProgramServicesAmt |
| Management And General | $106,396 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,462 | TotalAmt |
| Program Services | $567,965 | ProgramServicesAmt |
| Management And General | $763,497 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,981 | TotalAmt |
| Program Services | $474,136 | ProgramServicesAmt |
| Management And General | $326,845 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,396 | TotalAmt |
| Program Services | $381,304 | ProgramServicesAmt |
| Management And General | $432,092 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,745 | TotalAmt |
| Program Services | $682,947 | ProgramServicesAmt |
| Management And General | $3,798 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,917,910 | TotalAmt |
| Program Services | $71,917,910 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,960 | TotalAmt |
| Program Services | $146,087 | ProgramServicesAmt |
| Management And General | $216,873 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,961 | TotalAmt |
| Management And General | $469,961 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONSOLIDATED LOAN REBAT | $4,926,155 | $4,926,155 |
| PROGRAM MATERIALS | $895,218 | $895,218 |
| PROVISION FOR LOAN LOSS | -$3,399,690 | -$3,399,690 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,842,774 | TotalAmt |
| Program Services | $89,195,400 | ProgramServicesAmt |
| Management And General | $12,647,374 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,220 | BOYAmt |
| EOY | $209,697 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,256,120 | BOYAmt |
| EOY | $6,138,076 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,581 | BOYAmt |
| EOY | $132,232 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,681,392 | BOYAmt |
| EOY | $741,139,519 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,301 | BOYAmt |
| EOY | $753,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,398,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $614,350 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,956 | BOYAmt |
| EOY | $784,214 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,008,003 | BOYAmt |
| EOY | $373,877,052 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,619,317 | BOYAmt |
| EOY | $515,855,165 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,000,000 | BOYAmt |
| EOY | $33,000,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,431,201 | BOYAmt |
| EOY | $113,645,513 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820,687,091 | BOYAmt |
| EOY | $1,785,535,287 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,718,058 | BOYAmt |
| EOY | $46,110,815 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $969,807,427 | BOYAmt |
| EOY | $786,385,165 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,600 | BOYAmt |
| EOY | $4,357,176 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,208,085 | BOYAmt |
| EOY | $836,853,156 | 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 | $813,479,006 | BOYAmt |
| EOY | $948,682,131 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,479,006 | BOYAmt |
| EOY | $948,682,131 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820,687,091 | BOYAmt |
| EOY | $1,785,535,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,951,892 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,284,923 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $15,853,121 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $16,973 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,280,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,058,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,019,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,427,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,145,440 | CurrentTaxYearAmt |
| Total | $405,930,920 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,280,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,058,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,019,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,427,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,145,440 | CurrentTaxYearAmt |
| Total | $405,930,920 | 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 | $405,930,920 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,939,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,538,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,707,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,046,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,681,395 | CurrentTaxYearAmt |
| Total | $49,913,074 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,939,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,538,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,707,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,046,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,681,395 | CurrentTaxYearAmt |
| Total | $49,913,074 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $250,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,557,916 | CurrentTaxYearAmt |
| Total | $6,126,116 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,470,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,767,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,810,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,537,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,384,751 | CurrentTaxYearAmt |
| Total | $461,970,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89890 | PublicSupportPY509Pct |
| Investment Income CY | 0.10800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09590 | 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 - 2019 AMOUNT: $ 250,097. 2020 AMOUNT: $ 2,169,787. 2021 AMOUNT: $ 84,071. 2022 AMOUNT: $ 64,245. 2023 AMOUNT: $ 3,557,916. | ExplanationTxt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,882 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $102,958 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,840 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,267,961 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,391,801 | 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 | $115,247 | CurrentYearMinus3Amt |
| Current Year Minus2 | $119,837 | CurrentYearMinus2Amt |
| Current Year Minus1 | $117,611 | CurrentYearMinus1Amt |
| Current Year | $123,840 | CurrentYearAmt |
| Total | $476,535 | 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 | $5,819 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,069 | CurrentYearMinus2Amt |
| Current Year Minus1 | $14,786 | CurrentYearMinus1Amt |
| Current Year | $20,882 | CurrentYearAmt |
| Total | $54,556 | 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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,406 | DepreciationAmt |
| Book Value | $82,664 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $918,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $537,302 | DepreciationAmt |
| Book Value | $381,044 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $366,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,642 | DepreciationAmt |
| Book Value | $320,506 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $784,214 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN | $101,902,197 | F |
| EMERGING MARKETS | $43,253,569 | F |
| HEDGED EQUITIES | $92,089,086 | F |
| INTERNATIONAL EX. US EQUITIES | $110,168,722 | F |
| PRIVATES | $93,339,246 | F |
| US SMALL CAP EQUITIES | $40,993,104 | F |
| INVESTMENT IN MASTER TRUST BONDS | $34,109,241 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $515,855,165 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH AND CASH EQUIV. | $76,357,017 |
| ACCRUED INTEREST RECEIVABLE | $33,800,642 |
| DEFERRED DEBT INSURANCE COSTS | $1,048,973 |
| RIGHT OF USE | $2,438,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $113,645,513 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL RELATED LIABILITIES | $1,918,295 |
| LEASE LIABILITY | $2,438,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,357,176 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $199,655,346 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $58,444,304 |
| 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 | $258,099,650 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $258,099,650 | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AASE 2023 - JD-NEXT GRANT AGR | |||||||||
| PO BOX 15049 | SAINT LOUIS | MO | 63110 | 463407646 | 501 (C) (3) | $25,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| AMERICAN BAR FOUNDATION - EMERGING SCHOLARS FELLOWSHIP PROGRAM IN LEGAL AND | |||||||||
| 750 NORTH LAKE SHORE DRIVE 4TH | CHICAGO | IL | 60611 | 366110271 | 501 (C) (3) | $56,100 | $0 | PROGRAM SUPPORT/RESEARCH | FLOOR |
| AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW - AUWCL PLEDGE BAR PREP PROGR | |||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | 530196549 | 501 (C) (3) | $15,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| APPALACHIAN SCHOOL OF LAW - ASL BAR SUCCESS PROJECT | |||||||||
| 1169 EDGEWATER DRIVE | GRUNDY | VT | 24614 | 541743079 | 501 (C) (3) | $15,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC - SCARLET TO BLACK PROGRA | |||||||||
| PO BOX 1990 | STATE UNIVERSITY | AR | 72467 | 710489924 | 501 (C) (3) | $25,076 | $0 | PROGRAM SUPPORT/RESEARCH | |
| ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - CHALLENGE DIRECTED GRANT | |||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $50,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - RESEARCH DIRECTED GRANT | |||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $75,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - SPONSORSHIP DIRECTED GRANT | |||||||||
| 1614 20TH STREET NW | WASHINGTON | DC | 20009 | 941450490 | 501 (C) (3) | $25,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| BAYLOR UNIVERSITY SCHOOL OF LAW - METHODOLOGIES OF LAW SCHOOL CURRICULUM AN | |||||||||
| ONE BEAR PLACE 97041 | WACO | TX | 76798 | 741159753 | 501 (C) (3) | $7,500 | $0 | PROGRAM SUPPORT/RESEARCH | |
| CENTER FOR COMPUTER (CALI) -ASSISTED LEGAL EDUCATION - LAW SCHOOL SUCCESS | |||||||||
| 565 WEST ADAMS STREET | CHICAGO | IL | 60661 | 411429410 | 501 (C) (3) | $29,869 | $0 | PROGRAM SUPPORT/RESEARCH | |
| CITY UNIVERSITY OF NEW YORK (CUNY) SCHOOL OF LAW FOUNDATION - BARRIERS & IN | |||||||||
| 2 COURT SQUARE | LONG ISLAND | NY | 11101 | 113235349 | 501 (C) (3) | $10,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| DC SCHOOL OF LAW FOUNDATION - BAR EXAM STIPEND AND TRAINING PROGRAM (THE BE | |||||||||
| 4340 CONNECTICUT AVE NW STE 454 | WASHINGTON | DC | 20008 | 521863674 | 501 (C) (3) | $75,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| FLORIDA A&M UNIVERSITY COLLEGE OF LAW - EVALUATION OF ACADEMIC SUCCESS ADVI | |||||||||
| 625 EAST TENNESSEE STREET | TALLAHASSEE | FL | 32308 | 596175096 | 501 (C) (3) | $15,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| FLORIDA ATLANTIC UNIVERSITY - PRE-LAW UNIVERSITY SERVICES (PLUS) EXPANSION | |||||||||
| 777 GLADES ROAD CONTROLLERS OFFICE | BOCA RATON | FL | 33431 | 650385507 | 501 (C) (3) | $90,000 | $0 | PROGRAM SUPPORT/RESEARCH | BLDG 10 |
| HOFSTRA UNIVERSITY - A STUDY OF THE IMPACT OF AN INTEGRATED METACOGNITION I | |||||||||
| 128 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | 111630906 | 501 (C) (3) | $28,230 | $0 | PROGRAM SUPPORT/RESEARCH | |
| INDIANA UNIVERSITY MAURER SCHOOL OF LAW - EVALUATING A PRODUCTIVE MINDSET P | |||||||||
| 1024 E 3RD STREET ROOM 132 | BLOOMINGTON | IN | 47405 | 356001673 | 501 (C) (3) | $80,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| LEGAL EDUCATION ACCESS PIPELINE (LEAP) - LEGAL EDUCATION ACCESS PIPELINE I | |||||||||
| 1443 E WASHINGTON BVLD 277 | PASADENA | CA | 91104 | 852490247 | 501 (C) (3) | $41,407 | $0 | PROGRAM SUPPORT/RESEARCH | |
| MICHIGAN STATE UNIVERSITY COLLEGE OF LAW - MICHIGAN STATE UNIVERSITY COLLEG | |||||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | 381358000 | 501 (C) (3) | $90,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| NATIONAL CENTER FOR STATE COURTS - COMMITTEE ON LEGAL EDUCATION AND ADMISSI | |||||||||
| 300 NEWPORT AVENUE | WILLIAMSBURG | VA | 23185 | 520914250 | 501 (C) (3) | $90,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| NORTHERN ILLINOIS UNIVERSITY COLLEGE OF LAW - NORTHERN ILLINOIS UNIVERSITY | |||||||||
| LOWDEN HALL 203 | DEKALB | IL | 60115 | 366008480 | STATE AGENCY | $50,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| PEPPERDINE UNIVERSITY - PEPPERDINE UNIVERSITY CARUSO SCHOOL OF LAW 2021 BAR | |||||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | 951644037 | 501 (C) (3) | $9,880 | $0 | PROGRAM SUPPORT/RESEARCH | |
| SEATTLE UNIVERSITY SCHOOL OF LAW - PLEDGE | |||||||||
| 901 12TH AVENUE | SEATTLE | WA | 98122 | 910565006 | 501 (C) (3) | $10,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| SOUTHWESTERN LAW SCHOOL - BREAKING DOWN BAR BARRIERS A METHODICAL APPROACH | |||||||||
| 3050 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 951246140 | 501 (C) (3) | $7,500 | $0 | PROGRAM SUPPORT/RESEARCH | |
| SYRACUSE UNIVERSITY - SYRACUSE UNIVERSITY COLLEGE OF LAW'S (SUCOL) SUMMER J | |||||||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 13244 | 150532081 | 501 (C) (3) | $32,016 | $0 | PROGRAM SUPPORT/RESEARCH | |
| THE NALP FOUNDATION FOR LAW CAREER RESEARCH AND EDUCATION - US LAW SCHOOL | |||||||||
| 60 THOREAU STEET 112 | CONCORD | MA | 01742 | 521976370 | 501 (C) (3) | $13,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| THE STATE BAR OF CALIFORNIA - EXAM FEATURES EXPERIMENT | |||||||||
| 180 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 946001385 | STATE AGENCY | $175,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| THE STATE BAR OF CALIFORNIA - INVESTIGATING THE BENEFITS OF LIVE REMOTE PRO | |||||||||
| 180 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 946001385 | STATE AGENCY | $140,500 | $0 | PROGRAM SUPPORT/RESEARCH | |
| TRUSTEES OF INDIANA UNIVERSITY - PLEDGE PROJECT | |||||||||
| 400 E 7TH STREET POPLARS 501 | BLOOMINGTON | IN | 47405 | 356001673 | 501 (C) (3) | $10,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF ARIZONA LAW SCHOOL - JD-NEXT GRANT AGR (LAW COLLEGE ASSOCIATI | |||||||||
| 1201 EAST SPEEDWAY BLVD | TUCSON | AZ | 85721 | 866037148 | 501 (C) (3) | $180,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF ARKANSAS - SPPARK GRANT AGR | |||||||||
| PO BOX 1404 | FAYETTEVILLE | AR | 72702 | 716003252 | 501 (C) (3) | $90,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF MAINE SCHOOL OF LAW - MAINE LAW BAR PREPARATION STUDY | |||||||||
| 246 DEERING AVE | PORTLAND | ME | 04102 | 010544448 | 501 (C) (3) | $15,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF MIAMI - THE RELATIONSHIP BETWEEN CURRICULUM SELECTIONS AND BA | |||||||||
| PO BOX 405803 | ATLANTA | GA | 30384 | 590624458 | 501 (C) (3) | $157,500 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF NORTH DAKOTA SCHOOL OF LAW - THE BARRIERS AND INTERVENTIONS G | |||||||||
| TWAMLEY HALL 409 / 264 CENTENNIAL | GRAND FOKS | ND | 58202 | 456002491 | 501 (C) (3) | $17,500 | $0 | PROGRAM SUPPORT/RESEARCH | DRIVE STOP 8356 |
| UNIVERSITY OF UTAH SJ QUINNEY COLLEGE OF LAW - THE LAW AS INFLUENCE LAW | |||||||||
| 201 S PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 876000525 | 501 (C) (3) | $140,832 | $0 | PROGRAM SUPPORT/RESEARCH | |
| UNIVERSITY OF WISCONSIN MADISON - IMPROVING FINANCIAL KNOWLEDGE AND SELF-E | |||||||||
| 21 N PARK ST STE 6401 | MADISON | WI | 53715 | 396006492 | 501 (C) (3) | $16,473 | $0 | PROGRAM SUPPORT/RESEARCH | |
| WESTERN NEW ENGLAND UNIVERSITY - THE BEST PROGRAM | |||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | 042108376 | 501 (C) (3) | $67,875 | $0 | PROGRAM SUPPORT/RESEARCH | |
| WESTERN NEW ENGLAND UNIVERSITY SCHOOL OF LAW - BAR SUCCESS FOCUS GROUP AND | |||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | 042108376 | 501 (C) (3) | $7,500 | $0 | PROGRAM SUPPORT/RESEARCH | |
| WILLAMETTE UNIVERSITY - ASSESSING THE IMPACT OF COHORT STRUCTURE ON FIRST-T | |||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 930386972 | 501 (C) (3) | $90,000 | $0 | PROGRAM SUPPORT/RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MAX SCHOLARSHIPS | 12 | $60,000 | |||
| SCHOLARSHIP - LOYOLA UNIVERSITY CHICAGO | 1 | $40,000 | |||
| SCHOLARSHIP - THE OHIO STATE | 2 | $50,000 | |||
| SCHOLARSHIP - UNIVERSITY OF OREGON | 1 | $20,500 | |||
| SCHOLARSHIP - STATE OF LA SOUTHER UNIVERSITY | 1 | $40,000 | |||
| SCHOLARSHIP - THE REGENTS OF THE UNIVERSITY OF COLORADO | 1 | $25,000 | |||
| SCHOLARSHIP - UNIVERSITY OF MICHIGAN SCHOOL OF LAW | 1 | $25,000 | |||
| SCHOLARSHIP - UNIVERSITY OF MINNESOTA | 1 | $25,000 | |||
| BAR EXAM COURSES - SAINT LOUIS UNIVERSITY SCHOOL OF LAW | 118 | $32,922 | FMV | HELIX MBE 2023/2024 | |
| SCHOLARSHIP - ROGER WILLIAMS UNIVERSITY SCHOOL OF LAW | 1 | $25,000 | |||
| SCHOLARSHIP - SOUTHWESTERN LAW SCHOOL | 1 | $25,000 |
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 (15 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 P CHAPMAN | ||||||||||||||
| PRESIDENT & CEO | $488,830 | $209,499 | $91,791 | $39,339 | $109,252 | $46,822 | $78,837 | $33,787 | $29,720 | $12,737 | $798,430 | $342,184 | $91,602 | $39,258 |
| DEBRA SWARTZ | ||||||||||||||
| SVP GENERAL COUNSEL & CCO | $285,642 | $0 | $42,900 | $0 | $88,991 | $0 | $68,695 | $0 | $27,781 | $0 | $514,009 | $0 | $0 | $0 |
| CYNTHIA A CASSITY | ||||||||||||||
| SVP STRATEGIC ENGAGEMENT & HELIX COO | $131,228 | $131,228 | $19,808 | $19,808 | $12,411 | $12,411 | $25,273 | $25,273 | $7,779 | $7,779 | $196,499 | $196,499 | $0 | $0 |
| AARON N TAYLOR | ||||||||||||||
| SVP, EXEC. DIRECTOR FOR LEGAL ED | $265,602 | $0 | $42,450 | $0 | $23,310 | $0 | $40,069 | $0 | $13,759 | $0 | $385,190 | $0 | $0 | $0 |
| DAVID J RAMAGE | ||||||||||||||
| SVP AND CIO | $239,019 | $0 | $35,850 | $0 | $11,322 | $0 | $19,822 | $0 | $40,671 | $0 | $346,684 | $0 | $0 | $0 |
| SAMUEL GREENHALGH JR | ||||||||||||||
| SVP AND CFO | $241,688 | $0 | $36,600 | $0 | $540 | $0 | $20,222 | $0 | $43,271 | $0 | $342,321 | $0 | $0 | $0 |
| JAMES R CASSITY | ||||||||||||||
| SVP CORP OPERATIONS AND CIO | $248,154 | $0 | $36,600 | $0 | $9,810 | $0 | $20,222 | $0 | $24,731 | $0 | $339,517 | $0 | $0 | $0 |
| ROBERT J GREENAWALT | ||||||||||||||
| MANAGING DIR - PORT MGMT | $180,901 | $0 | $0 | $0 | $2,322 | $0 | $15,416 | $0 | $43,721 | $0 | $242,360 | $0 | $0 | $0 |
| VALERIE YOUNG | ||||||||||||||
| VP HR | $170,911 | $0 | $0 | $0 | $5,742 | $0 | $14,617 | $0 | $43,721 | $0 | $234,991 | $0 | $0 | $0 |
| TIFFANE COCHRAN | ||||||||||||||
| VP RESEARCH | $181,914 | $0 | $18,000 | $0 | $486 | $0 | $14,722 | $0 | $14,059 | $0 | $229,181 | $0 | $0 | $0 |
| ERICK HNOSKO | ||||||||||||||
| MANAGING DIR - IT OPERATIONS | $159,172 | $0 | $0 | $0 | $539 | $0 | $13,434 | $0 | $40,671 | $0 | $213,816 | $0 | $0 | $0 |
| JOYCE GLANFIELD | ||||||||||||||
| MANAGING DIR - ASST CONTROLLER | $159,921 | $0 | $0 | $0 | $2,301 | $0 | $13,510 | $0 | $34,029 | $0 | $209,761 | $0 | $0 | $0 |
| EVNEET KHURANA | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $178,765 | $0 | $17,500 | $0 | $810 | $0 | $12,115 | $0 | $500 | $0 | $209,690 | $0 | $0 | $0 |
| OLGA O'DONNELL | ||||||||||||||
| MANAGING DIR - ASST GEN COUNSEL | $158,868 | $0 | $0 | $0 | $538 | $0 | $13,500 | $0 | $16,949 | $0 | $189,855 | $0 | $0 | $0 |
| JENNIFER SCHOTT | ||||||||||||||
| MANAGING DIR - FINANCIAL ED | $169,857 | $0 | $0 | $0 | $808 | $0 | $13,600 | $0 | $1,226 | $0 | $185,491 | $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 | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CHRISTOPHER CHAPMAN : $86,224 DEBRA SWARTZ : $45,230 CYNTHIA CASSITY : $27,429 AARON TAYLOR : $17,143 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 FORMS 990 REPRESENTS NON-CASH AMOUNTS INCLUDED WITHIN THE CURRENT YEAR COMPENSATION TOTALS THAT HAVE VESTED AND BEEN PREVIOUSLY REPORTED, BUT NOT PAID, ON THE FORMS 990 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY OR 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 SENIOR 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. |
| FORM 990, PART XI, LINE 9: | REFUND OF GRANTS PAID 16,973. |
| FORM 990, PART XI, PRIOR PERIOD ADJUSTMENT | ON APRIL 1, 2023, THE COMPANY ADOPTED ASU NO. 2016-13, FINANCIAL INSTRUMENTS - CREDIT LOSSES (TOPIC 326): MEASUREMENT OF CREDIT LOSSES ON FINANCIAL INSTRUMENTS (ASU 2016-13). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 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 | $259,080 | $1,853,348 | ACCESSLEX |
| ACCESS FUNDING 2013-1 | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $1,472,456 | $67,181,707 | ACCESSLEX |
| ACCESS FUNDING 2015-1 | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 232719985 | STUDENT LOANS | DE | $424,263 | $45,087,043 | ACCESSLEX |
| LAWYERMETRIX LLC | |||||||||
| C/O ACCESSLEX 10 N HIGH STREET | WEST CHESTER | PA | 19380 | 811157383 | INVESTMENTS | DE | $3,513,245 | $34,304,819 | 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) | LINE 12A, I | N/A | 0 | |
| HELIX BAR REVIEW INC | |||||||||||
| 10 NORTH HIGH STREET | WEST CHESTER | PA | 19380 | 842885336 | SUPPORT ORG | DE | 501(C)(3) | LINE 12A, I | 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 | $126,429 | $500,062 | 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 | $125,612 | $549,938 | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HELIX BAR REVIEW INC | ||
| R | $9,000,000 | COST |
| HELIX BAR REVIEW INC | ||
| Q | $7,317,762 | COST |