2022-12-22T17:03:16-06:00 2022-06-30 560574444 CHERRY BEKAERT LLP 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2021-07-01 912170737 THE COMMON APPLICATION INC COMM 7032362700 3003 WASHINGTON BLVD SUITE 1000 ARLINGTON VA 22201 MARC SAITTA TREASURER AND COO 7032362700 2022-12-22 1 MARC SAITTA 999009999 AMANDA ADAMS P00748038 3015899000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JENNIFER RICKARD 3003 WASHINGTON BLVD SUITE 1000 ARLINGTON VA 22201 52316500 0 X WWW.COMMONAPP.ORG X 2000 VA THE COMMON APPLICATION PROMOTES ACCESS, EQUITY, AND INTEGRITY IN THE COLLEGE ADMISSION PROCESS. 18 17 127 46 0 0 2197277 4006745 42132358 47952535 225477 330705 25208 26515 44580320 52316500 58750 99000 0 0 16094220 17793482 0 0 610801 19161509 20199171 35314479 38091653 9265841 14224847 41352160 52971416 9736193 7928150 31615967 45043266 X THE COMMON APPLICATION IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION OF MORE THAN 900 COLLEGES AND UNIVERSITIES ACROSS THE GLOBE COMMITTED TO ACCESS, EQUITY, AND INTEGRITY IN THE COLLEGE ADMISSION PROCESS. EACH YEAR, MORE THAN ONE MILLION INDIVIDUAL STUDENTS FROM MORE THAN 20 COUNTRIES AND TERRITORIES, ONE THIRD OF WHOM WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, USE ITS ONLINE PLATFORM TO SUBMIT MORE THAN 6.5 MILLION APPLICATIONS FOR UNDERGRADUATE ADMISSION TO ITS MEMBER INSTITUTIONS. BUILDING ON ITS FORTY YEAR HISTORY OF REDUCING FRICTION IN THE COLLEGE PROCESS, THE COMMON APP WORKS TO CLOSE THE EQUITY GAP BY EDUCATING ALL STUDENTS, REGARDLESS OF CIRCUMSTANCE, ABOUT THE VALUE, ATTAINABILITY, AND AFFORDABILITY OF A COLLEGE DEGREE. 0 0 33388984 99000 47952535 THE COMMON APPLICATION INTRODUCES STUDENTS TO A BROADER RANGE OF INSTITUTIONS, PROVIDES IMMEDIATE ACCESS TO APPLICATION FORMS, AND PROVIDES AN EDUCATIONAL TOOL THAT MAY BE USED IN PREPARING STUDENTS FOR THE COLLEGE SELECTION PROCESS. 33388984 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA VA X THE COMMON APPLICATION INC 7032362700 3003 WASHINGTON BLVD SUITE 1000 ARLINGTON VA 22201 CYNTHIA ARCHER CHAIR 3.00 X X 0 0 0 SHAWN ABBOTT DIRECTOR 2.00 X 0 0 0 VINCENA ALLEN DIRECTOR 2.00 X 0 0 0 YVONNE BERUMEN DIRECTOR 2.00 X 0 0 0 DALE BITTINGER DIRECTOR 2.00 X 0 0 0 CLARK BRIGGER DIRECTOR 2.00 X 0 0 0 ALEJANDRA CEJA DIRECTOR 2.00 X 0 0 0 ALIZA GILBERT DIRECTOR 2.00 X 0 0 0 LORI GREENE DIRECTOR 2.00 X 0 0 0 STEVE HAHN DIRECTOR 2.00 X 0 0 0 LOGAN POWELL DIRECTOR 2.00 X 0 0 0 KAREN RICHARDSON DIRECTOR 2.00 X 0 0 0 ART RODRIGUEZ DIRECTOR 2.00 X 0 0 0 TEVERA STITH DIRECTOR 2.00 X 0 0 0 KAREN STOUT DIRECTOR 2.00 X 0 0 0 ANNA TAKAHASHI DIRECTOR 2.00 X 0 0 0 JONATHAN WILLIAMS DIRECTOR 2.00 X 0 0 0 JENNY RICKARD PRESIDENT AND CEO 40.00 X X 539601 0 51034 MARC SAITTA TREASURER AND COO 40.00 X 382583 0 59741 STEPHANIE SAMPLE VP OF COMM. AND BOARD SECRETARY 40.00 X 101896 0 22341 BRANDON JACKSON SR VP & CHIEF INFORMATION OFFICER 40.00 X 268745 0 27866 CHRISTOPHER WRIGHT VP OF MEMBER IMPACT 40.00 X 231486 0 25706 MARK FREEMAN VP DATA ANALYTICS & RESEARCH 40.00 X 263705 0 50148 KATHLEEN KING VP OF FINANCE 40.00 X 247253 0 35448 MARCI SUNDERLAND VP OF PEOPLE 40.00 X 219846 0 40620 DONALD YU VP APPLIED POLICY & ADVANCEMENT 40.00 X 216389 0 42212 SCOTT ANDERSON SR DIR OF ASSOCIATION ENGAGEMENT 40.00 X 206976 0 22249 ERIC WALDO FORMER KEY EE (THRU JUNE 2021) 40.00 X 130729 0 17893 2809209 0 395258 54 1 1 0 ADMITHUB 1 WASHINGTON MALL 1349 BOSTON MA 02111 SOFTWARE LICENSE & CONSULTING SERVICES 1600625 INFINITIVE INC 45195 BUSINESS COURT STE 425 DULLES VA 20166 SOFTWARE DEVELOPMENT & CONSULTING 1335215 COLLEGE ADVISING CORPS 5540 CENTERVIEW DRIVE STE 204 RALEIGH NC 27606 CONSULTING SERVICES 800675 AMAZON WEB SERVICES PO BOX 84023 SEATTLE WA 981248423 WEB HOSTING 743379 AJILON LOCKBOX DEPT CH14031 PALATINE IL 600554031 CONTRACTOR SERVICES 635180 19 4006745 4006745 APPLICATION FEES 900099 44206601 44206601 MEMBERSHIP DUES 900099 2415000 2415000 PARTNERSHIP INCOME 900099 582525 582525 IMPLEMENTATION FEES 900099 537571 537571 SPONSORSHIPS AND EVENTS 900099 90470 90470 120368 120368 47952535 330705 330705 26515 26515 26515 52316500 47952535 0 357220 X 99000 99000 1878583 1611288 267295 11787837 10016750 1471738 299349 1214994 1033775 154606 26613 1935548 1646856 246296 42396 976520 830869 124261 21390 342650 291543 43602 7505 103744 103744 6291434 5041632 1120012 129790 473430 472517 779 134 30658 26085 3901 672 689899 586998 87789 15112 1491943 1267830 191474 32639 244150 207735 31068 5347 376417 376417 32772 27884 4170 718 1085459 944879 119935 20645 189997 161658 24177 4162 MERCHANT FEES 6880496 6880496 PRODUCTION 1696590 1696590 PROFESSIONAL DEVELOP. 65831 56012 8377 1442 DUES & SUBSCRIPTIONS 48372 41157 6155 1060 155329 71013 82489 1827 38091653 33388984 4091868 610801 8848095 11957544 20936513 30937684 4186166 3842953 938041 1022000 5559509 4377174 1661464 1182335 3093620 2586638 1447351 1153180 240910 289082 41352160 52971416 3984695 3567841 2741408 2554260 1911254 944025 1098836 862024 9736193 7928150 X 29856150 42189729 1759817 2853537 31615967 45043266 41352160 52971416 14224847 -797548 0 X 0 1 X 1 0 X 208500 1412285 3011831 2197277 4006745 10836638 23634098 27394210 33882641 42132358 47952535 174995842 23842598 28806495 36894472 44329635 51959280 185832480 1274360 2861787 1834816 3730000 9700963 38440 38440 1274360 2861787 1873256 3730000 9739403 176093077 14325 60641 176076 225477 330705 807224 14325 60641 176076 225477 330705 807224 34218 82064 116282 2360 613 7531 25208 26515 62227 23893501 28949813 37078079 44580320 52316500 186818213 0.94260 0.95650 0.00430 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4403991 3410774 993217 1155518 966400 189118 1182335 DEFERRED RENT AND LEASE INCENTIVE 700562 DEFERRED COMPENSATION OBLIGATION 161462 862024 X 52351147 -797548 832195 34647 52316500 0 52316500 38923848 832195 832195 38091653 0 38091653 PART X, LINE 2: IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION SERVICES EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION SERVICES EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION SERVICES NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION SERVICES CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART III ACCOUNTING METHOD: SCHEDULE F, PART I SCHEDULE F IS BEING FILED DUE TO REVENUE FROM MEMBER INSTITUTIONS IN THE JURISDICTIONS NOTED IN PART I. 1 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVENUE 5TH FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 99000 0 EVALUATION OF THE COMMON APP CAC ADMITHUB PARTNERSHIP TO SUPPORT COLLEGE-GOING FOR CLASS OF 2020 GRADUATES FROM LOW INCOME BACKGROUNDS 1 0 PART I, LINE 2: AS PART OF THE GRANT AGREEMENT, PRESIDENT AND FELLOWS OF HARVARD COLLEGE PROVIDES PROGRESS AND FINAL REPORTING TO THE ORGANIZATION THAT INCLUDES BOTH FINANCIAL AND PROGRAM INFORMATION INCLUDING A DESCRIPTION OF PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE AGREEMENT AND ASSURANCE THAT THE ACTIVITIES UNDER THE AGREEMENT HAVE BEEN CONDUCTED IN CONFORMITY WITH THE AGREED UPON TERMS. X X X X X 0 0 0 0 0 0 0 1 0 JENNY RICKARD PRESIDENT AND CEO 434601 0 105000 0 0 0 39234 0 11800 0 590635 0 0 0 MARC SAITTA TREASURER AND COO 341253 0 41330 0 0 0 32648 0 27093 0 442324 0 0 0 MARK FREEMAN VP DATA ANALYTICS & RESEARCH 241659 0 22046 0 0 0 26543 0 23605 0 313853 0 0 0 BRANDON JACKSON SR VP & CHIEF INFORMATION OFFICER 244463 0 24282 0 0 0 26353 0 1513 0 296611 0 0 0 KATHLEEN KING VP OF FINANCE 220699 0 26554 0 0 0 24022 0 11426 0 282701 0 0 0 MARCI SUNDERLAND VP OF PEOPLE 199776 0 20070 0 0 0 21724 0 18896 0 260466 0 0 0 DONALD YU VP APPLIED POLICY & ADVANCEMENT 200181 0 16208 0 0 0 21751 0 20461 0 258601 0 0 0 CHRISTOPHER WRIGHT VP OF MEMBER IMPACT 215996 0 15490 0 0 0 23535 0 2171 0 257192 0 0 0 SCOTT ANDERSON SR DIR OF ASSOCIATION ENGAGEMENT 191744 0 15232 0 0 0 20441 0 1808 0 229225 0 0 0 ERIC WALDO FORMER KEY EE (THRU JUNE 2021) 124073 0 0 0 6656 0 12305 0 5588 0 148622 0 0 0 PART I, LINE 7 THE CEO PARTICIPATES IN AN ANNUAL BONUS PROGRAM. ANY BONUS PAYMENTS ALLOWABLE UNDER THE PROGRAM ARE BASED ON CEO PERFORMANCE AND AT THE DISCRETION OF THE BOARD OF DIRECTORS. STAFF ARE ELIGIBLE TO PARTICIPATE IN AN ANNUAL BONUS PROGRAM. ANNUALLY, FUNDING IS ALLOCATED TO SUPPORT THE ANNUAL BONUS PROGRAM AND IS BASED ON A PRE-ESTABLISHED PERCENTAGE OF SALARY. ANY BONUS PAYMENTS ALLOWABLE UNDER THE PROGRAM ARE BASED ON AN EMPLOYEE'S PERFORMANCE AND AT THE DISCRETION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERSHIP IS OPEN TO COLLEGES AND UNIVERSITIES THAT ARE A) NOT-FOR-PROFIT; B) CONFER UNDERGRADUATE DEGREES; AND C) ACCREDITED BY A REGIONAL OR NATIONAL ACCREDITING ASSOCIATION (OR IF LOCATED OUTSIDE THE U.S., A MEMBER OF THE COUNCIL OF INTERNATIONAL SCHOOLS). FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF THE BOARD OF DIRECTORS IS PERFORMED BY THE VOTING MEMBERSHIP OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE TEAM. THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW WITH A REPRESENTATIVE OF THE INDEPENDENT ACCOUNTING FIRM PRESENT TO ADDRESS ANY QUESTIONS. SUBSEQUENT TO AUDIT COMMITTEE REVIEW, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL MEMBERS OF THE BOARD AND EMPLOYEES. THESE INDIVIDUALS ARE PROVIDED A CONFLICT OF INTEREST DISCLOSURE FORM TO NOTIFY THE ORGANIZATION OF POSSIBLE CONFLICTS. THE POLICY IS SIGNED BY THE INDIVIDUAL TO AFFIRM THEY UNDERSTAND AND AGREE TO ABIDE BY THE TERMS OF THE POLICY. THE POLICY REQUIRES PERIODIC REVIEW TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD ITSELF USING A COMPENSATION STUDY COMPARING THE ORGANIZATION'S SALARY TO NUMEROUS OTHER NOT-FOR-PROFIT ORGANIZATIONS. THIS REVIEW IS CONDUCTED ANNUALLY FOR THE UPCOMING FISCAL YEAR. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS ESTABLISHED USING THE SAME DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN ITS MAIN OFFICE. INQUIRIES CONCERNING SUCH CAN BE SENT TO THE CHIEF EXECUTIVE OFFICER OR THE CHIEF OPERATING OFFICER. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 5,041,632. MANAGEMENT AND GENERAL EXPENSES 754,002. FUNDRAISING EXPENSES 129,790. TOTAL EXPENSES 5,925,424. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 117,824. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,824. RECRUITING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 248,186. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,186.