2022-03-30T08:56:33-05:00 2021-06-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2020-07-01 521572800 AMERICAN ACADEMIC LEADERSHIP INSTITUTE INC AMER 2022637488 1015 18TH STREET NW NO 510 WASHINGTON DC 20036 SHAWN M HARTMAN SECRETARY & TREASURER 2022637488 2022-03-28 1 SHAWN HARTMAN XXX-XX-XXXX AARON M FOX P01365820 2028225000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR LINDA BLEICKEN 1015 18TH STREET NW NO 510 WASHINGTON DC 20036 758757 0 X WWW.AMERICANALI.ORG X 1988 DC SERVICES INCLUDE, BUT ARE NOT LIMITED TO, IDENTIFICATION AND DEVELOPMENT OF ACADEMIC LEADERSHIP TALENT AND PROGRAMS ENABLING THEM TO BE SUCCESSFUL IN THEIR ROLES AND TO ADVANCE THE INSTITUTIONS THEY SERVE; CONSULTATION TO ACADEMIC LEADERS AND BOARDS OF TRUSTEES CONCERNING THE ISSUES FACING HIGHER EDUCATION AND ITS GOVERNANCE; AND ASSISTANCE DURING PERIODS OF ADMINISTRATIVE LEADERSHIP TRANSITION. AALI OFFERS DIRECT GRANTS TO ITS SUPPORTED ORGANIZATIONS, THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) AND THE COUNCIL OF INDEPENDENT COLLEGES (CIC). 9 8 1 42 0 0 0 0 290073 382670 377938 376087 0 0 668011 758757 50500 50500 0 0 216585 224955 0 0 0 295332 137841 562417 413296 105594 345461 3443413 4103923 142442 203882 3300971 3900041 X SERVICES INCLUDE, BUT ARE NOT LIMITED TO, IDENTIFICATION AND DEVELOPMENT OF ACADEMIC LEADERSHIP TALENT AND PROGRAMS ENABLING THEM TO BE SUCCESSFUL IN THEIR ROLES AND TO ADVANCE THE INSTITUTIONS THEY SERVE; CONSULTATION TO ACADEMIC LEADERS AND BOARDS OF TRUSTEES CONCERNING THE ISSUES FACING HIGHER EDUCATION AND ITS GOVERNANCE; AND ASSISTANCE DURING PERIODS OF ADMINISTRATIVE LEADERSHIP TRANSITION. AALI OFFERS DIRECT GRANTS TO ITS SUPPORTED ORGANIZATIONS, THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) AND THE COUNCIL OF INDEPENDENT COLLEGES (CIC). 0 0 243493 500 382670 AALI EDUCATIONAL PROGRAMS AND SEMINARS - PROVIDED EXECUTIVE COACHING AND INDIVIDUAL CONSULTATION CONCERNING LEADERSHIP ISSUES AND CAREER DIRECTIONS. OFFERED CV, COVER LETTER, AND INTERVIEW PREPARATION CONSULTATION FOR BOTH GROUPS AND INDIVIDUALS AS THEY PREPARED FOR SENIOR ADMINISTRATIVE SEARCHES. CONDUCTED THE TENTH CLASS OF THE SENIOR LEADERSHIP ACADEMY (SLA): A YEAR-LONG PROGRAM TO PREPARE ADMINISTRATORS FOR CABINET POSITIONS IN HIGHER EDUCATION WITH CIC. CONDUCTED THE TENTH CLASS FOR PUBLIC AND PRIVATE HIGHER EDUCATION ADMINISTRATORS OF THE EXECUTIVE LEADERSHIP ACADEMY: A YEAR- LONG PROGRAM TO PREPARE CABINET OFFICERS FOR PRESIDENCIES WITH CIC AND AASCU. CONDUCTED THE TENTH CLASS OF THE BECOMING A PROVOST ACADEMY (BAPA): HELD MENTORING SESSIONS AS REQUESTED FOR INDIVIDUALS TRANSITIONING TO NEW POSITIONS OR WHO WERE ENCOUNTERING SIGNIFICANT ISSUES ON THEIR HOME CAMPUSES. PROVIDED INDIVIDUAL ASSISTANCE FOR SENIOR ADMINISTRATORS WHO NEEDED "BETWEEN POSITION" COUNSELING. WORKED WITH SEVERAL HIGHER EDUCATION ORGANIZATIONS, IN ADDITION TO AASCU AND CIC, IN CREATING LEADERSHIP PROGRAMS IN HIGHER EDUCATION. 25000 25000 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES - NEW PRESIDENTS ACADEMY (NPA) - EACH YEAR THE AASCU NEW PRESIDENTS ACADEMY HELPS ABOUT 25 NEW PRESIDENTS AND CHANCELLORS TO SUCCESSFULLY TRANSITION INTO THE PRESIDENCY AND TO SUCCESSFULLY NAVIGATE THE REQUIREMENTS OF THE FIRST 500 DAYS IN OFFICE. AALI FUNDS SUPPORT HONORARIA AND TRAVEL EXPENSES FOR THE NPA FACULTY ALLOWING AASCU TO CONTINUE OFFERING THIS PROGRAM KNOWN FOR ITS QUALITY AND RELEVANCE AT A REASONABLE COST TO PARTICIPANTS. 25000 25000 COUNCIL OF INDEPENDENT COLLEGES - FUNDS SUPPORTED STAFF TIME FOR CIC'S ONGOING EFFORTS TO PROVIDE RESEARCH TO ITS MEMBER INSTITUTIONS THAT INFORM CAMPUS LEADERS AND PROMOTES UNDERSTANDING OF THE VALUE OF INDEPENDENT HIGHER EDUCATION. A COMPARATIVE REPORT ON THE PRESIDENTS OF INDEPENDENT COLLEGES AND UNIVERSITIES, BASED ON STAFF ANALYSIS OF THE RECENT SURVEY OF COLLEGE AND UNIVERSITY PRESIDENTS CONDUCTED BY THE AMERICAN COUNCIL ON EDUCATION, WAS RELEASED IN SUMMER 2018. A SENIOR ADVISOR'S TIME, ALONG WITH LAYOUT, PRINTING, AND MAILING COSTS, ACCOUNTED FOR MOST OF THE FUNDS. 293493 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X SHAWN HARTMAN 2022637484 1015 18TH STREET NW NO 510 WASHINGTON DC 20036 DR MILDRED GARCIA DIRECTOR 1.00 X 0 0 0 DR KATHERINE BERGERON DIRECTOR 1.00 X 0 0 0 DR MICHAEL C MAXEY DIRECTOR 1.00 X 0 0 0 DR LINDA BLEICKEN DIRECTOR & PRESIDENT 40.00 X X 138596 0 15000 DR SCOTT D MILLER VICE CHAIR AND DIRECTOR 1.00 X 0 0 0 DR SORAYA M COLEY DIRECTOR 1.00 X 0 0 0 DR FELIX V MATOS RODRIGUEZ DIRECTOR 1.00 X 0 0 0 DR RICHARD EKMAN DIRECTOR 1.00 X 0 0 0 DR DEBORAH F STANLEY CHAIR AND DIRECTOR 1.00 X 0 0 0 DR WALTER D CHAMBERS MEMBER EMERITI 1.00 X 0 0 0 DR ANN DIE HASSELMO MEMBER EMERITI 1.00 X 0 0 0 DR MURIEL A HOWARD MEMBER EMERITI 1.00 X 0 0 0 DR KENNETH W DOBBINS MEMBER EMERITI 1.00 X 0 0 0 DR DANA G HOYT MEMBER EMERITI 1.00 X 0 0 0 DR SHAWN M HARTMAN SECRETARY & TREASURER 4.00 X 0 210000 36868 138596 210000 51868 1 0 1 0 0 ACADEMIC DEVELOPMENT 611430 382400 382400 OTHER 900099 270 270 382670 225272 225272 150815 0 150815 150815 150815 758757 382670 0 376087 50500 50500 179808 115477 64331 34000 30600 3400 4080 3672 408 -3693 -3324 -369 10760 9684 1076 498 498 29249 29249 12202 12202 4342 4342 8999 6479 2520 61090 61090 15654 14089 1565 BANK FEES 5497 4947 550 DUES 310 279 31 413296 293493 119803 0 944178 1172374 31240 31240 0 0 2417445 2849759 81790 81790 3443413 4103923 6742 118082 135700 85800 142442 203882 X 3300971 3900041 0 3300971 3900041 3443413 4103923 345461 253609 0 X 0 1 X 1 0 X X X 2 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 520747578 10 1 25000 0 COUNCIL OF INDEPENDENT COLLEGES 016004776 10 1 25000 0 2 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 31240 31240 0 0 X PART X, LINE 2: MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS. 1 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 1717 RHODE ISLAND AVENUE NW NO 70 WASHINGTON DC 20036 520747578 501(C)(3) 25000 990, PG2,PTIII, LN4B COUNCIL OF INDEPENDENT COLLEGES ONE DUPONT CIRCLE NW SUITE 320 WASHINGTON DC 20036 016004776 501(C)(3) 25000 990, PG2, PTIII, LN4C 2 PART I, LINE 2: AALI ONLY PROVIDES FINANCIAL SUPPORT TO ITS TWO SUPPORTED ORGANIZATIONS. THESE ORGANIZATIONS SUBMIT A PROPOSAL TO THE AALI BOARD DETAILING THE PURPOSE FOR WHICH THEY WILL USE THE REQUESTED FUNDS. THESE ORGANIZATIONS ALSO REPORT TO AALI AT THE COMPLETION OF THE ACTIVITIES FUNDED. 0 0 0 0 0 0 0 0 0 DR SHAWN M HARTMAN SECRETARY & TREASURER 0 210000 0 0 0 0 0 0 0 36868 0 246868 0 0 DR LINDA BLEICKEN DIRECTOR & PRESIDENT 138596 0 0 0 0 0 15000 0 0 0 153596 0 0 0 FORM 990, SCHEDULE J, PART II, LINE (II): THE SECRETARY/TREASURER OF AALI ALSO SERVES AS VICE PRESIDENT AND CHIEF OPERATING OFFICER OF ACADEMIC SEARCH, INC. THE SECRETARY/TREASURER SPENDS APPROXIMATELY 4 HOURS PER WEEK PERFORMING DUTIES FOR AALI AND 36 HOURS PER WEEK PERFORMING DUTIES AS VP OF FINANCE AND ADMINISTRATION OF ACADEMIC SEARCH, INC. ACCORDINGLY, AALI PAYS 10% OF TOTAL COMPENSATION AND BENEFITS FOR THIS POSITION. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE TWO SUPPORTED ORGANIZATIONS, AASCU AND CIC, APPOINTS THREE MEMBERS OF THE AALI BOARD. THE AALI BOARD MEMBERS APPOINTED BY EACH OF THE SUPPORTED ORGANIZATIONS SHALL INCLUDE THE PRESIDENT OF THE RESPECTIVE SUPPORTED ORGANIZATION AS AN EX OFFICIO MEMBER WITH FULL VOTING PRIVILEGES ON THE AALI BOARD (UNLESS THAT INDIVIDUAL CHOOSES NOT TO SERVE). FORM 990, PART VI, SECTION B, LINE 11B THE AALI BOARD OFFICERS AND MEMBERS OF THE BOARD'S FINANCE AND AUDIT COMMITTEE WERE PROVIDED COPIES OF THE 990, INVITED TO MAKE COMMENTS OR INDICATE CONCERNS. ALL CONCURRED WITH THE CONTENTS OF THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EACH BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. SHOULD A BOARD MEMBER HAVE ANY CONCERNS ABOUT WHETHER A CONFLICT OF INTEREST MAY BE PRESENT, THE BOARD OR A COMMITTEE WILL MAKE A DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE AALI COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW SALARIES FOR ALL EMPLOYEES AND APPROVES THE SALARIES BEFORE THE START OF THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 1717 RHODE ISLAND AVENUE NW NO 70 WASHINGTON DC 20036 520747578 TO SUPPORT PUBLIC HIGHER EDUCATION DC 501(C)(3) LINE 10 N/A 0 COUNCIL OF INDEPENDENT COLLEGES ONE DUPONT CIRCLE NW SUITE 320 WASHINGTON DC 20036 016004776 PROMOTE EDUCATIONAL PROGRAMS FOR INDEPENDENT COLLEGES DC 501(C)(3) LINE 10 N/A 0 ACADEMIC SEARCH INC 1015 18TH ST NW STE 510 WASHINGTON DC 20036 205120646 CONSULTING DC AALI C 6859227 2181326 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES B 25000 FMV COUNCIL OF INDEPENDENT COLLEGES B 25000 FMV ACADEMIC SEARCH INC F 175000 FMV