AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (EIN 25-0965219)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349323113
- Schema version
- 2021v4.2
- 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 B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:53:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTES FOR RESEARCH IN THE | BusinessNameLine1Txt |
| Business Name Line2 | BEHAVIORAL SCIENCES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 CRYSTAL DRIVE 10TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIJO AHLGRIMM | PersonNm |
| Person Title | EXEC VP & CFO | PersonTitleTxt |
| Phone | 2024035000 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIJO | PersonFirstNm |
| Person Last | AHLGRIMM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY VOLLANS CPA | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 3015643636 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 CRYSTAL DRIVE 10TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $556,969,878 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1810 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,865,916 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,153,894 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $268,854,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $291,635,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,122 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,557,054 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,191,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$582,970 | PYOtherRevenueAmt |
| CY Other Revenue | $296,980 | CYOtherRevenueAmt |
| PY Total Revenue | $290,854,826 | PYTotalRevenueAmt |
| CY Total Revenue | $373,123,697 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,109,921 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,234,308 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $175,003,261 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $199,760,477 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $187,346 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $252,240 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,147,962 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $95,468,241 | PYOtherExpensesAmt |
| CY Other Expenses | $101,617,854 | CYOtherExpensesAmt |
| PY Total Expenses | $271,768,769 | PYTotalExpensesAmt |
| CY Total Expenses | $302,864,879 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,086,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,258,818 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $943,035,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,780,961 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $111,087,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,848,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $831,948,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $924,932,724 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $236,706,017 | ExpenseAmt |
| Desc | AIR CONDUCTS BEHAVIORAL AND SOCIAL SCIENCE RESEARCH AND DELIVERS TECHNICAL ASSISTANCE TOWARD SOLVING SOME OF THE MOST URGENT CHALLENGES IN THE U.S. AND ABROAD. DURING 2021, AIR GENERATED REVENUE BY PROVIDING CONTRACTED SERVICES OR FROM GRANTS RECEIVED FROM FEDERAL AND STATE AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS (COLLECTIVELY, REFERRED TO AS THE SERVICES DIVISION) AND FROM EARNINGS GENERATED BY ITS QUASI-ENDOWMENT INVESTMENTS. NET EARNINGS FROM EITHER SOURCE ARE 1) REINVESTED TO STRENGTHEN LONG-TERM INSTITUTIONAL VIABILITY OR 2) EXPENDED SELF-FUNDED RESEARCH AND CAPACITY BUILDING ACTIVITIES, TYPICALLY NOT FUNDED BY OTHER PARTIES, REFERRED TO AS THE AIR EQUITY INITIATIVE. THE EXPERTISE AND ACTIVITIES OF THE SERVICES DIVISION SPAN BROADLY AND DEEPLY ACROSS HUMAN SERVICES, HEALTH AND INTERNATIONAL SECTORS AND SUPPORT STAKEHOLDERS RANGING FROM POLICYMAKERS, PUBLIC SERVICE PROFESSIONALS AND PRACTITIONERS AS THEY SHAPE OUTCOMES FOR YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO IMPROVE QUALITY AND ACCESS, REDUCE INEQUITIES AND ENABLE THRIVING OPPORTUNITIES. AIR ALSO CONDUCTS AND APPLIES RIGOROUS RESEARCH AND EVALUATION TO PROVIDE GOVERNMENTS AND INTERNATIONAL AID AGENCIES WITH TOOLS, EXPERTISE, AND INFORMATION TO MEASURE THE PROGRAMS' EFFECTIVENESS, INITIATIVES, AND INSTITUTIONS. THROUGH TECHNICAL ASSISTANCE, AIR HELPS LEADERS, POLICYMAKERS, AND ORGANIZATIONS BUILD, PILOT, AND IMPLEMENT FIELD-BASED ACTIVITIES IN DEVELOPING COUNTRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,587,281 | ExpenseAmt |
| Grant | $1,234,308 | GrantAmt |
| Desc | AIR USES BOARD-AUTHORIZED APPROPRIATIONS FROM ITS QUASI-ENDOWMENT TO FUND INITIATIVES (COLLECTIVELY, THE EQUITY INITIATIVE), THAT ARE OTHERWISE NOT FUNDED FROM THIRD-PARTY SOURCES TO 1) BUILD THE CONNECTIVE TISSUE BETWEEN EVIDENCE AND ITS USE TO HELP PROMOTE BETTER OUTCOMES WITH EXPENDITURES THAT FACILITATE SEAMLESS TRANSITIONS BETWEEN THE SCHOLASTIC AND THE PRACTICAL, AND AID THE DEVELOPMENT OF STRUCTURES, TOOLS, AND PROCESSES THAT SUPPORT THE USE OF EVIDENCE IN POLICY AND PROGRAM IMPLEMENTATION, 2) INVEST IN INSTITUTIONAL AND INDIVIDUAL CAPACITY TO BUILD DIVERSE AND INCLUSIVE WAYS TO GENERATE AND USE EVIDENCE ABOUT EQUITY AND 3) INVEST IN RESEARCH THAT CENTERS ON EQUITY AND HOLDS PROMISE FOR INFORMING WAYS TO IMPROVE OPPORTUNITIES.THE AMOUNT OF THE ANNUAL APPROPRIATION IS GUIDED BY THE INTENTION OF MAINTAINING THE LONG-TERM, INFLATION-ADJUSTED PURCHASING POWER OF THE QUASI-ENDOWMENT AND GENERALLY RANGES FROM 4% - 5% OF THE TRAILING THIRTY-SIX-MONTH FAIR MARKET VALUE OF THE UNDERLYING INVESTMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $248,293,298 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1142 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1810 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | HO | ForeignCountryCd |
| Foreign Country | ZA | ForeignCountryCd |
| Foreign Country | IV | ForeignCountryCd |
| Foreign Country | HA | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | AG | ForeignCountryCd |
| Foreign Country | BK | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIJO AHLGRIMM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 CRYSTAL DRIVE 10TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA GURIN | |||||||||
| BD AND CMTE MBR, BD CHAIR | 6.50 | Yes (X) | Yes (X) | $106,500 | $0 | $0 | |||
| LAWRENCE BOBO | |||||||||
| BD CMTE MBR, BD DEP CHAIR, CMTE CHR | 5.00 | Yes (X) | Yes (X) | $73,500 | $0 | $0 | |||
| ROBERT F BORUCH | |||||||||
| BD AND CMTE MEMBER | 2.00 | Yes (X) | $41,750 | $0 | $0 | ||||
| NANCY CANTOR BRECHIN | |||||||||
| BD AND CMTE MEMBER | 2.00 | Yes (X) | $43,250 | $0 | $0 | ||||
| KIMBERLY PATTILLO BROWNSON | |||||||||
| BD AND CMTE MBR, BD CMTE CHAIR | 5.00 | Yes (X) | $48,250 | $0 | $0 | ||||
| EDWARD HAMBURG | |||||||||
| BD AND CMTE MBR, BD CMTE CHAIR | 5.00 | Yes (X) | $55,750 | $0 | $0 | ||||
| ALICIA KARAM HARKNESS | |||||||||
| BD AND CMTE MEMBER | 2.00 | Yes (X) | $54,250 | $0 | $0 | ||||
| SARA B KIESLER | |||||||||
| BD AND CMTE MEMBER | 5.00 | Yes (X) | $11,750 | $0 | $0 | ||||
| DELANO LEWIS | |||||||||
| BD AND CMTE MEMBER | 3.00 | Yes (X) | $59,000 | $0 | $0 | ||||
| ANDREW LIAKOPOULOS | |||||||||
| BD & CMTE MBR, BD CMTE DEP CHAIR | 2.50 | Yes (X) | $57,250 | $0 | $0 | ||||
| KATHY MCKINLESS | |||||||||
| BD AND CMTE MBR, BD CMTE CHAIR | 5.00 | Yes (X) | $59,500 | $0 | $0 | ||||
| MANUEL PASTOR | |||||||||
| BD & CMTE MBR, BD CMTE DEP CHAIR | 2.00 | Yes (X) | $43,000 | $0 | $0 | ||||
| SOL PELAVIN | |||||||||
| BD MBR, BD CMTE CHAIR, FMR PRES | 5.00 | Yes (X) | $60,500 | $0 | $0 | ||||
| DAVID MYERS | |||||||||
| BOARD MEMBER, PRES. & CEO | 40.00 | Yes (X) | Yes (X) | $1,685,697 | $0 | $82,468 | |||
| MARIJO AHLGRIMM | |||||||||
| TREASURER, EXEC. VP & CFO | 40.00 | Yes (X) | $802,528 | $0 | $62,556 | ||||
| DONA KILPATRICK | |||||||||
| SECRETARY | 40.00 | Yes (X) | $317,273 | $0 | $75,535 | ||||
| DAVID BAKER | |||||||||
| SR VP, HEALTH DIVISION | 40.00 | $841,344 | $0 | $43,605 | Yes (X) | ||||
| DWAYNE NORRIS | |||||||||
| EXEC VP & CHIEF PEOPLE OFFICER | 40.00 | $466,701 | $0 | $113,713 | Yes (X) | ||||
| JESSICA HEPPEN | |||||||||
| SR VP, HUMAN SERVICES DIVISION | 40.00 | $499,476 | $0 | $58,340 | Yes (X) | ||||
| DAVID S SEIDENFELD | |||||||||
| SR VP, INTERNATIONAL DIVISION | 40.00 | $328,125 | $0 | $43,718 | Yes (X) | ||||
| JOSEPH WAGNER | |||||||||
| VP, CONTRACTS, GRANTS & PROCUREMENT | 40.00 | $329,340 | $0 | $27,565 | Yes (X) | ||||
| DAVID DAIGLE | |||||||||
| CFO, IMPAQ LLC | 40.00 | $1,121,919 | $0 | $23,481 | Yes (X) | ||||
| LAUREN FOCARAZZO | |||||||||
| VP, BUSINESS DEVELOPMENT | 40.00 | $698,359 | $0 | $41,678 | Yes (X) | ||||
| WILLIAM H SHUPERT | |||||||||
| VP, HUMAN CAPITAL | 40.00 | $703,552 | $0 | $33,876 | Yes (X) | ||||
| JONATHAN A SIMONETTA | |||||||||
| VP, INTERNATIONAL | 40.00 | $716,094 | $0 | $8,889 | Yes (X) | ||||
| TINA BARRETTO | |||||||||
| EVP, WRKFC & SOCIAL PRGMS, IMPAQ LLC | 40.00 | $684,937 | $0 | $13,222 | Yes (X) | ||||
| JESSICA JOHNSON | |||||||||
| FORMER SR VICE PRESIDENT | 0.00 | $315,367 | $0 | $23,567 | Yes (X) | ||||
| ADAEZE B ENEKWECHI | |||||||||
| FORMER PRESIDENT, IMPAQ LLC | 0.00 | $290,341 | $0 | $0 | Yes (X) | ||||
| MICHAEL KIRSCH | |||||||||
| FORMER EXEC VP & COO | 0.00 | $106,100 | $0 | $7,087 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,621,403 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $659,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 650 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| NEXT FIFTEEN COMMS CORP | |||||
| 100 MONTGOMERY ST STE 1650 | SAN FRANCISCO | CA | 94104 | SUBCONTRACTING SERVICES | $3,049,976 |
| TELLIGEN | |||||
| 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | SUBCONTRACTING SERVICES | $2,490,044 |
| JUAREZ & ASSOCIATES INC | |||||
| 12139 NATIONAL BLVD | LOS ANGELES | CA | 90064 | SUBCONTRACTING SERVICES | $1,370,322 |
| UNIVERSITY OF MINNESOTA | |||||
| 84 CHURCH STREET SE | MINNEAPOLIS | MN | 55485 | SUBCONTRACTING SERVICES | $1,336,791 |
| SCHOOL READINESS CONSULTING | |||||
| 912 THAYER AVE SUITE 209 | SILVER SPRING | MD | 20910 | SUBCONTRACTING SERVICES | $1,023,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 119 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $221,865,353 | GovernmentGrantsAmt |
| All Other Contributions | $69,769,963 | AllOtherContributionsAmt |
| Total Contributions | $291,635,316 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,944,915 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,865,916 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,078,999 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,237 | TotalRevenueColumnAmt |
| Exclusion | $3,237 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,567,223 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,273,480 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $293,743 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,743 | TotalRevenueColumnAmt |
| Exclusion | $293,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $245,819,187 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,572,701 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,246,486 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,246,486 | TotalRevenueColumnAmt |
| Exclusion | $69,246,486 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,123,697 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,865,916 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,622,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,220 | TotalAmt |
| Program Services | $582,220 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,088 | TotalAmt |
| Program Services | $652,088 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,180,445 | TotalAmt |
| Program Services | $2,373,836 | ProgramServicesAmt |
| Management And General | $4,806,609 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,355 | TotalAmt |
| Program Services | $330,353 | ProgramServicesAmt |
| Management And General | $446,002 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,278,920 | TotalAmt |
| Program Services | $134,926,728 | ProgramServicesAmt |
| Management And General | $12,681,430 | ManagementAndGeneralAmt |
| Fundraising | $8,670,762 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,525,462 | TotalAmt |
| Program Services | $9,849,010 | ProgramServicesAmt |
| Management And General | $977,183 | ManagementAndGeneralAmt |
| Fundraising | $699,269 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,238,213 | TotalAmt |
| Program Services | $10,403,496 | ProgramServicesAmt |
| Management And General | $2,145,489 | ManagementAndGeneralAmt |
| Fundraising | $689,228 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,761,082 | TotalAmt |
| Program Services | $9,078,958 | ProgramServicesAmt |
| Management And General | $1,092,813 | ManagementAndGeneralAmt |
| Fundraising | $589,311 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,335 | TotalAmt |
| Program Services | $68,198 | ProgramServicesAmt |
| Management And General | $1,144,600 | ManagementAndGeneralAmt |
| Fundraising | $2,537 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,292 | TotalAmt |
| Management And General | $339,292 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,240 | TotalAmt |
| Fundraising | $252,240 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,612 | TotalAmt |
| Management And General | $667,612 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,822,634 | TotalAmt |
| Program Services | $61,028,855 | ProgramServicesAmt |
| Management And General | $2,464,036 | ManagementAndGeneralAmt |
| Fundraising | $329,743 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,435,406 | TotalAmt |
| Program Services | $3,989,044 | ProgramServicesAmt |
| Management And General | $275,263 | ManagementAndGeneralAmt |
| Fundraising | $171,099 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,943,483 | TotalAmt |
| Program Services | $4,843,526 | ProgramServicesAmt |
| Management And General | $855,142 | ManagementAndGeneralAmt |
| Fundraising | $244,815 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,237,163 | TotalAmt |
| Program Services | $6,240,659 | ProgramServicesAmt |
| Management And General | $1,605,843 | ManagementAndGeneralAmt |
| Fundraising | $390,661 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,351 | TotalAmt |
| Program Services | $349,704 | ProgramServicesAmt |
| Management And General | $13,771 | ManagementAndGeneralAmt |
| Fundraising | $2,876 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,767,777 | TotalAmt |
| Program Services | $1,718,285 | ProgramServicesAmt |
| Management And General | $39,596 | ManagementAndGeneralAmt |
| Fundraising | $9,896 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,292 | TotalAmt |
| Management And General | $212,292 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,271,274 | TotalAmt |
| Program Services | $1,342,687 | ProgramServicesAmt |
| Management And General | $11,840,080 | ManagementAndGeneralAmt |
| Fundraising | $88,507 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,764 | TotalAmt |
| Program Services | $103,662 | ProgramServicesAmt |
| Management And General | $359,084 | ManagementAndGeneralAmt |
| Fundraising | $7,018 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOCUS GROUP FEES | $402,680 | $402,680 | |
| UBTI | $318,673 | $318,673 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,118 | TotalAmt |
| Program Services | $9,309 | ProgramServicesAmt |
| Management And General | $138,809 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,864,879 | TotalAmt |
| Program Services | $248,293,298 | ProgramServicesAmt |
| Management And General | $42,423,619 | ManagementAndGeneralAmt |
| Fundraising | $12,147,962 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,423,285 | BOYAmt |
| EOY | $51,545,827 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,543,673 | BOYAmt |
| EOY | $50,913,549 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,255,709 | BOYAmt |
| EOY | $4,069,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,575,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,328,601 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,909,878 | BOYAmt |
| EOY | $25,246,438 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,045,897 | BOYAmt |
| EOY | $614,076,413 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,499,206 | BOYAmt |
| EOY | $181,481,712 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,809,766 | BOYAmt |
| EOY | $97,324,699 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,547,930 | BOYAmt |
| EOY | $12,122,864 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $943,035,344 | BOYAmt |
| EOY | $1,036,780,961 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,680,517 | BOYAmt |
| EOY | $60,644,244 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,470,746 | BOYAmt |
| EOY | $28,272,351 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,504 | BOYAmt |
| EOY | $4,944,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,757,365 | BOYAmt |
| EOY | $17,987,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,087,132 | BOYAmt |
| EOY | $111,848,237 | 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 | $831,948,212 | BOYAmt |
| EOY | $924,932,724 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,948,212 | BOYAmt |
| EOY | $924,932,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $943,035,344 | BOYAmt |
| EOY | $1,036,780,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $70,258,818 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,194,395 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,468,701 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $449,114,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462,380,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,002,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,854,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,635,316 | CurrentTaxYearAmt |
| Total | $1,947,987,884 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $449,114,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462,380,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,002,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,854,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,635,316 | CurrentTaxYearAmt |
| Total | $1,947,987,884 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,947,987,884 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,299,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,267,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,970,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,670,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,649,459 | CurrentTaxYearAmt |
| Total | $46,856,361 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,153,894 | CurrentTaxYearAmt |
| Total | $6,153,894 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,000,998,139 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $233,332 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $664,714,913 | BeginningYearBalanceAmt |
| Contributions | $25,184,555 | ContributionsAmt |
| Investment Earnings Or Losses | $105,695,409 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,184,555 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $917,650 | AdministrativeExpensesAmt |
| End Year Balance | $783,492,672 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $701,064,594 | BeginningYearBalanceAmt |
| Contributions | -$103,304,663 | ContributionsAmt |
| Investment Earnings Or Losses | $75,648,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,955,623 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $737,422 | AdministrativeExpensesAmt |
| End Year Balance | $664,714,913 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,338,398 | BeginningYearBalanceAmt |
| Contributions | $395,670,162 | ContributionsAmt |
| Investment Earnings Or Losses | $45,428,589 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,570,162 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $802,393 | AdministrativeExpensesAmt |
| End Year Balance | $701,064,594 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,600,073 | BeginningYearBalanceAmt |
| Contributions | $24,750,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,326,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,808,550 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $877,020 | AdministrativeExpensesAmt |
| End Year Balance | $265,338,398 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,005,631 | BeginningYearBalanceAmt |
| Contributions | $28,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,647,816 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,339,811 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $713,563 | AdministrativeExpensesAmt |
| End Year Balance | $262,600,073 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,038,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $5,038,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,271,816 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,425,894 | DepreciationAmt |
| Book Value | $6,845,922 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,904,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,274,377 | DepreciationAmt |
| Book Value | $11,630,089 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $867,984 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,408,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,544,316 | DepreciationAmt |
| Book Value | $1,732,323 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,084,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,084,014 | DepreciationAmt |
| Book Value | $104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,246,438 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,301,120 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $180,180,592 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $181,481,712 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $17,460,476 |
| CAST LEASE DEPOSITS | $526,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,987,292 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN RECENT YEARS, THE BOARD OF DIRECTORS DESIGNATED A PORTION OF THE EXCESS OF REVENUES LESS EXPENSES TO BE ESTABLISHED AS A QUASI-ENDOWMENT. THE QUASI-ENDOWMENT SUPPORTS THE MISSION, AND IS AVAILABLE: 1) TO ENSURE AIR'S LONG-TERM, FINANCIAL STRENGTH AND LIQUIDITY, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS ACQUISITION ACTIVITY, AND 3) TO FUND SELF-SPONSORED RESEARCH AND GRANT-MAKING INITIATIVES THAT ADVANCE AIR'S MISSION AND ARE OTHERWISE NOT FUNDED BY OTHER SOURCES. |
| PART X, LINE 2: | AIR IS SUBJECT TO INCOME TAX REGULATIONS APPLICABLE TO THE TAX STATUS OF ITS SUBSIDIARIES AS DETERMINED BY THE INTERNAL REVENUE CODE (IRC) OR APPLICABLE FOREIGN AUTHORITY. IRC SECTION 501(C)(3) EXEMPTS MOST OF AIR'S OPERATIONS FROM INCOME TAX EXCEPT FOR UNRELATED BUSINESS INCOME (UBI). CURRENT IRC PROVISIONS ALSO SUBJECT AIR TO EXCISE TAX ON INDIVIDUAL COMPENSATION EXCEEDING STATUTORY THRESHOLDS; AND ON CERTAIN EARNINGS FROM LIMITED PARTNERSHIPS OWNED AS PART OF LONG-TERM INVESTMENTS. AIR'S MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AIR'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THERE ARE NO EXAMINATIONS IN PROGRESS. MANAGEMENT BELIEVES AIR IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 4 | PROGRAM SERVICES | SEE SCHEDULE F, PART V | $36,785 |
| SUB-SAHARAN AFRICA | 1 | 64 | PROGRAM SERVICES | SEE SCHEDULE F, PART V | $1,974,380 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 51 | PROGRAM SERVICES | SEE SCHEDULE F, PART V | $2,464,258 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 50 | PROGRAM SERVICES | SEE SCHEDULE F, PART V | $1,276,962 |
| EAST ASIA AND THE PACIFIC | 0 | 14 | PROGRAM SERVICES | SEE SCHEDULE F, PART V | $118,348 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $92,009,409 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $652,088 | |
| NORTH AMERICA | 1 | 100 | PROGRAM SERVICE | SEE SCHEDULE F, PART V | $4,366,627 |
| SOUTH AMERICA | 0 | 10 | PROGRAM SERVICE | SEE SCHEDULE F, PART V | $149,879 |
| GEORGIA | 0 | 9 | PROGRAM SERVICE | SEE SCHEDULE F, PART V | $53,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 283 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 19 | ContinuationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 302 | TotalEmployeeCnt |
| Subtotal Spent | $102,898,857 | SubtotalSpentAmt |
| Continuation Spent | $203,150 | ContinuationSpentAmt |
| Total Spent | $103,102,007 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | SEE SCHEDULE F, PART V | $546,270 | FUND TRANSFERS | $0 |
| SUB-SAHARAN AFRICA | SEE SCHEDULE F, PART V | $105,818 | FUND TRANSFERS | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST OF: 1) THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES, AS DETERMINED BY CONTRACTS OR GRANTS AWARDED TO AIR; AND 2) INVESTMENTS, AS A LIMITED PARTNER, IN LONG-TERM PRIVATE PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, COLUMN E - PROGRAM SERVICES IN FOREIGN REGION: | DURING 2021, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS IN COUNTRIES INCLUDING, BUT NOT LIMITED TO, BOSNIA, ETHIOPIA, HAITI, AND MEXICO. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION, LABOR, AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL, WORKFORCE AND OTHER OUTCOMES IN DEVELOPING COUNTRIES. |
| SCHEDULE F, PART II, COLUMN D - PURPOSE OF FOREIGN GRANTS: | CONSISTENT WITH ITS MISSION, DURING 2021, AIR AWARDED GRANTS TO ORGANIZATIONS OUTSIDE THE US TO: (1) SUPPORT IMPLEMENTATION, SCALE-UP, AND EVALUATION OF A RURAL EDUCATION PROGRAM IN ZAMBIA THAT AIMS TO IMPROVE THE QUALITY AND COST-EFFECTIVENESS OF EDUCATION FOR LOW-INCOME CHILDREN IN ZAMBIA AND THROUGHOUT THE WORLD. (2) COLLECT QUANTITATIVE AND QUALITATIVE FARMING DATA AT THE HOUSEHOLD LEVEL FOR THE EVALUATION OF CERTAIN CROPS AND MATERNAL AND INFANT HEALTH IN TANZANIA. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOIS TARDIO | |||||||||||||
| 2223 WILLIAMS STREET | DENVER | CO | 80205 | SEE SCHEDULE G, PART IV | 0 | $0 | $30,130 | $0 | |||||
| CORINNE LIBBY | |||||||||||||
| 6045 18TH ST N | ARLINGTON | VA | 22205 | SEE SCHEDULE G, PART IV | 0 | $0 | $22,325 | $0 | |||||
| KUMU PTY LTD | |||||||||||||
| SEE SCHEDULE G, PART IV | 0 | $0 | $18,395 | $0 | 6/33 LINDEN STREET | BRUNSWICK EAST | VICTORIA | AS | 3057 | ||||
| CAROLYN L CRABTREE | |||||||||||||
| 4443 AUDREE LN NE | BREMERTON | WA | 98310 | SEE SCHEDULE G, PART IV | 0 | $0 | $25,913 | $0 | |||||
| DEEPA RAMESH | |||||||||||||
| 6240 MUMBAI PLACE APT 29 | DULLES | VA | 201896240 | SEE SCHEDULE G, PART IV | 0 | $0 | $16,650 | $0 | |||||
| DAWNE MARYELLA DEPPE | |||||||||||||
| 223 S WESTMINSTER STREET | IOWA CITY | IA | 52245 | SEE SCHEDULE G, PART IV | 0 | $0 | $16,215 | $0 | |||||
| CHRISTINE CAMILLO | |||||||||||||
| 8834 STARK ROAD | ANNANDALE | VA | 22003 | SEE SCHEDULE G, PART IV | 0 | $0 | $13,629 | $0 | |||||
| LOHFELD CONSULTING GROUP | |||||||||||||
| 940 SOUTH RIVER LANDING ROAD | EDGEWATER | MD | 21037 | SEE SCHEDULE G, PART IV | 0 | $0 | $13,369 | $0 | |||||
| CHRISTIAN MILORD | |||||||||||||
| SEE SCHEDULE G, PART IV | 0 | $0 | $10,280 | $0 | CALLE 12 NO 17-31 | SANTA MARTA | MAGDALENA | CO | 470001 | ||||
| BROOKLYN HAMEL | |||||||||||||
| 2601 16TH ST NW APT 216 | WASHINGTON | WA | 20009 | SEE SCHEDULE G, PART IV | 0 | $0 | $9,828 | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $176,734 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS: | FormAndLineReferenceDesc |
| Explanation | PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS AND TO APPLY FOR GRANTS THAT ADVANCE AIR'S MISSION. THE COSTS PRIMARILY CONSIST OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. AIR STAFF ARE NOT HIRED SPECIFICALLY FOR THESE FUNDRAISING ACTIVITIES BUT DO SPEND PORTIONS OF THEIR WORK EFFORT ON THEM. OCCASIONALLY AIR ALSO USES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE TOWARD THE FUNDRAISING ACTIVITIES. THE AMOUNT EXPENDED FOR FUNDRAISING VARIES ANNUALLY AND IS DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS RESULTING FROM FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE YEARS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE CAMPBELL COLLABORATION | ||||||||
| 124 GRANDVIEW ROAD | ARDMORE | PA | 19003 | 233066027 | 501(C)(3) | $150,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS (SREE) | ||||||||
| 6003 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | 264739791 | 501(C)(3) | $40,885 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| AMERICAN EDUCATIONAL RESEARCH ASSOCIATION | ||||||||
| 1430 K ST NW STE 1200 | WASHINGTON | DC | 20005 | 237003537 | 501(C)(3) | $38,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $29,494 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| EDUCATION WRITERS ASSOCIATION | ||||||||
| 1825 K ST NW STE 200 | WASHINGTON | DC | 20006 | 237439790 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 133433452 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| TEAM RUBICON | ||||||||
| 214 MAIN ST NO354 | EL SEGUNDO | CA | 90245 | 271720480 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| GLOBAL HUNGER PROJECT | ||||||||
| 110 WEST 30TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | 942443282 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| HOPE FOR HAITI INC | ||||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | 593564329 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | 133393329 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| COALITION FOR JUVENILE JUSTICE | ||||||||
| 1629 K STREET NW SUITE 300 | WASHINGTON | DC | 20006 | 222520938 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET 2ND FL | LONGMONT | CO | 80501 | 541254491 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| GIRLFORWARD | ||||||||
| PO BOX 607516 | CHICAGO | IL | 60660 | 452987277 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| HEARTLAND ALLIANCE INTERNATIONAL LLC | ||||||||
| 208 SOUTH LASALLE STREET SUITE 1300 | CHICAGO | IL | 60604 | 300739799 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| MEALS ON WHEELS AMERICA | ||||||||
| 1550 CRYSTAL DRIVE NO 1004 | ARLINGTON | VA | 22202 | 237447812 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| NATIONAL BLACK WOMEN'S HEALTH PROJECT | ||||||||
| 700 PENNSYLVANIA AVE SUITE 2059 | WASHINGTON | DC | 20003 | 581557556 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| SHE'S THE FIRST INC | ||||||||
| 590 AVENUE OF THE AMERICAS 8TH FL | NEW YORK | NY | 10011 | 651321437 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M STREET NW NO 200 | WASHINGTON | DC | 20036 | 521838756 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| BOYS & GIRLS CLUBS OF GREATER WASHINGTON | ||||||||
| 4103 BENNING ROAD NE | WASHINGTON | DC | 20019 | 530236759 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| PUBLIC AFFAIRS COUNCIL | ||||||||
| 2121 K STREET NW SUITE 900 | WASHINGTON | DC | 20037 | 131790733 | 501(C)(4) | $7,000 | $0 | GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT AWARDS FOR AMOUNTS INDIVIDUALLY $5,000 OR LESS ARE NOT REPORTED HEREIN PURSUANT TO THE APPLICABLE PROVISION OF THE INTERNAL REVENUE SERVICE CODE. AIR MAKES A FEW RESTRICTED GRANTS OR PROVIDES NON-CASH SUPPORTS TO MISSIONED-BASED ORGANIZATIONS, ANNUALLY, THAT ARE GREATER THAN $20,000. RECIPIENT ORGANIZATIONS MUST HAVE A PURPOSE THAT IS ALIGNED TO AIR'S MISSION. APPLICANTS MUST SUBMIT GRANT PROPOSALS DETAILING THE COST AND ACTIVITIES TO BE SUPPORTED BY AN AWARD. FOLLOWING AWARD, GRANTEES ARE REQUIRED TO PROVIDE PERIODIC AND FINAL PROGRESS REPORTS RELATED TO THE GRANT ACTIVITIES AND ACHIEVEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MYERS | ||||||||||||||
| BOARD MEMBER, PRES. & CEO | $726,030 | $0 | $723,900 | $0 | $235,767 | $0 | $58,000 | $0 | $24,468 | $0 | $1,768,165 | $0 | $0 | $0 |
| MARIJO AHLGRIMM | ||||||||||||||
| TREASURER, EXEC. VP & CFO | $450,714 | $0 | $223,600 | $0 | $128,214 | $0 | $58,000 | $0 | $4,556 | $0 | $865,084 | $0 | $0 | $0 |
| DONA KILPATRICK | ||||||||||||||
| SECRETARY | $278,034 | $0 | $4,238 | $0 | $35,001 | $0 | $51,221 | $0 | $24,314 | $0 | $392,808 | $0 | $0 | $0 |
| DAVID BAKER | ||||||||||||||
| SR VP, HEALTH DIVISION | $294,183 | $0 | $61,200 | $0 | $485,961 | $0 | $10,058 | $0 | $33,547 | $0 | $884,949 | $0 | $0 | $0 |
| DWAYNE NORRIS | ||||||||||||||
| EXEC VP & CHIEF PEOPLE OFFICER | $356,907 | $0 | $108,000 | $0 | $1,794 | $0 | $76,132 | $0 | $37,581 | $0 | $580,414 | $0 | $0 | $0 |
| JESSICA HEPPEN | ||||||||||||||
| SR VP, HUMAN SERVICES DIVISION | $352,706 | $0 | $105,000 | $0 | $41,770 | $0 | $40,774 | $0 | $17,566 | $0 | $557,816 | $0 | $0 | $0 |
| DAVID S SEIDENFELD | ||||||||||||||
| SR VP, INTERNATIONAL DIVISION | $246,297 | $0 | $59,150 | $0 | $22,678 | $0 | $30,981 | $0 | $12,737 | $0 | $371,843 | $0 | $0 | $0 |
| JOSEPH WAGNER | ||||||||||||||
| VP, CONTRACTS, GRANTS & PROCUREMENT | $261,954 | $0 | $38,600 | $0 | $28,786 | $0 | $23,603 | $0 | $3,962 | $0 | $356,905 | $0 | $0 | $0 |
| DAVID DAIGLE | ||||||||||||||
| CFO, IMPAQ LLC | $113,505 | $0 | $0 | $0 | $1,008,414 | $0 | $8,155 | $0 | $15,326 | $0 | $1,145,400 | $0 | $0 | $0 |
| LAUREN FOCARAZZO | ||||||||||||||
| VP, BUSINESS DEVELOPMENT | $239,059 | $0 | $45,000 | $0 | $414,300 | $0 | $9,695 | $0 | $31,983 | $0 | $740,037 | $0 | $0 | $0 |
| WILLIAM H SHUPERT | ||||||||||||||
| VP, HUMAN CAPITAL | $248,988 | $0 | $45,000 | $0 | $409,564 | $0 | $4,956 | $0 | $28,920 | $0 | $737,428 | $0 | $0 | $0 |
| JONATHAN A SIMONETTA | ||||||||||||||
| VP, INTERNATIONAL | $248,883 | $0 | $42,250 | $0 | $424,961 | $0 | $6,896 | $0 | $1,993 | $0 | $724,983 | $0 | $0 | $0 |
| TINA BARRETTO | ||||||||||||||
| EVP, WRKFC & SOCIAL PRGMS, IMPAQ LLC | $152,797 | $0 | $0 | $0 | $532,140 | $0 | $6,775 | $0 | $6,447 | $0 | $698,159 | $0 | $0 | $0 |
| JESSICA JOHNSON | ||||||||||||||
| FORMER SR VICE PRESIDENT | $0 | $0 | $50,200 | $0 | $265,167 | $0 | $0 | $0 | $23,567 | $0 | $338,934 | $0 | $0 | $0 |
| ADAEZE B ENEKWECHI | ||||||||||||||
| FORMER PRESIDENT, IMPAQ LLC | $0 | $0 | $0 | $0 | $290,341 | $0 | $0 | $0 | $0 | $0 | $290,341 | $0 | $0 | $0 |
| MICHAEL KIRSCH | ||||||||||||||
| FORMER EXEC VP & COO | $0 | $0 | $0 | $0 | $106,100 | $0 | $0 | $0 | $7,087 | $0 | $113,187 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL BY PERSONS LISTED ON PART VII, SECTION A, LINE 1A BASED ON A MEDICAL PURPOSE OR CIRCUMSTANCE SUPPORTING THE BUSINESS NEED. AIR LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY ON THE PART OF THE ORGANIZATION. CHARGES ON CREDIT CARDS ARE SUBJECT TO LIMITS. CHARGES ON CARDS WITH CORPORATE LIABILITY ARE REVIEWED AND RECONCILED REGULARLY FOR APPROPRIATENESS OF THE BUSINESS PURPOSE. OCCASIONAL USES FOR PERSONAL PURPOSES ARE, DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. ALSO OCCASIONALLY AND WITH RARE FREQUENCY, TRAVEL MAY BE PROCURED FOR, AND REIMBURSED BY, COMPANIONS. |
| PART I, LINES 4A-B | CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED COMPENSATION PLAN PURSUANT TO ADVANCE APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PLAN PROVIDES THE PARTICIPANTS WITH THE ABILITY TO EARN THE EQUIVALENT OF THE ANNUAL RETIREMENT CONTRIBUTION THAT WOULD HAVE BEEN RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN STATUTORILY LIMITED. CERTAIN CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION. DEFERRED COMPENSATION IN THE AMOUNT OF $29,964 WAS AWARDED (NEITHER VESTED NOR PAID) TO DWAYNE NORRIS, CHIEF PEOPLE OFFICER DURING 2021. |
| PART I, LINE 7 | IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN, APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS, THAT USES VARIABLE COMPENSATION TO RECOGNIZE NON-OFFICER AND OFFICER EMPLOYEES FOR EXCEPTIONAL CONTRIBUTION TO OVERALL ORGANIZATIONAL PERFORMANCE. ALL EMPLOYEES ARE ELIGIBLE TO EARN VARIABLE COMPENSATION. THE BONUS PLAN FOR CERTAIN OFFICER AND KEY EMPLOYEE ROLES IS BASED ON PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS. |
| SCHEDULE J, PART II, COLUMN B, C & D: | ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: SCHEDULE J, PART I, LINE 4B REFLECTS THE FOLLOWING: PAYMENTS IN 2021 OF $225,861 TO DAVID MYERS AND $72,684 TO MARIJO AHLGRIMM, MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS. PAYMENTS WERE MADE IN 2021 TO SEVERAL FORMER OFFICERS OF IMPAQ LLC PURSUANT TO THE TERMS OF AIR'S AGREEMENT TO ACQUIRE IMPAQ LLC IN MAY 2020. THE PAYMENTS TO THE FORMER OFFICERS, $290,341 TO ADAEZE ENEKWECHI (FORMER IMPAQ PRESIDENT) AND $1,008,414 TO DAVID DAIGLE (FORMER IMPAQ CHIEF FINANCIAL OFFICER), WERE MADE PURSUANT TO FULLY VESTED, CHANGE IN CONTROL AND SEVERANCE PROVISIONS OF APPLICABLE EMPLOYMENT AGREEMENTS. PAYMENTS TO OTHER IMPAQ OFFICERS WERE ALSO MADE PURSUANT TO FULLY VESTED, CHANGE IN CONTROL PROVISIONS OF APPLICABLE EMPLOYMENT AGREEMENTS AND HAD BEEN FULLY FUNDED BY THE SELLERS OF IMPAQ LLC AS PART OF THE ACQUISITION BY AIR: - DAVID BAKER $480,000 (DIVISION VP) - LAUREN FOCARAZZO $400,000 (BUSINESS DEVELOPMENT VP) - WILLIAM SHUPERT $400,000 (HUMAN RESOURCES VP) - JONATHAN SIMONETTA $400,000 (DIVISION VP) - TINA BARRETO $480,000 (DIVISION VP) PAYMENTS OF $106,100 TO MICHAEL KIRSCH AND $265,167 TO JESSICA JOHNSON, WERE MADE IN 2021 FOLLOWING THE PRIOR ELIMINATION OF THEIR ROLES AND THE TERMS OF POST-EMPLOYMENT SEVERANCE AGREEMENTS. THE ARRANGEMENTS FOR PAYMENTS DESCRIBED IN ALL NOTES TO SCHEDULE J WERE APPROVED AT THE DISCRETION OF AIR'S INDEPENDENT BOARD OF DIRECTORS AFTER FOLLOWING THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED AT TREAS. REG. SECTION 53.4958-6(C). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1 MISSION & SIGNIFICANT ACTIVITIES: | AIR'S MISSION IS TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. AIR'S VISION IS TO BE A PREMIER RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE ORGANIZATION, GUIDED BY PRINCIPLES OF ETHICAL DECISION-MAKING, COLLABORATIONS, INCLUSION, AND INNOVATION. TOWARD THIS VISION, SPECIFICALLY, AIR: - INFORMS IMPROVEMENTS TO EDUCATION, HEALTH, WORKFORCE DEVELOPMENT AND RELATED SOCIAL SCIENCES AREAS. - COLLABORATES WITH ORGANIZATIONS, POLICYMAKERS, AND PRACTITIONERS TO ADOPT EVIDENCE-BASED PRACTICES. - PARTNERS GLOBALLY AND LOCALLY WITH OTHER ORGANIZATIONS AND COMMUNITIES; AND, - INTEGRATES EXPERTISE IN SUBSTANTIVE AND POLICY ARENAS, RESEARCH AND EVALUATION, AND THE IMPLEMENTATION OF EVIDENCE-BASED PRACTICES AND INTERVENTIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 1. THE FORM 990 IS PREPARED INTERNALLY UNDER THE GUIDANCE OF THE CHIEF EXECUTIVE OFFICER (CEO)/PRESIDENT AND CHIEF FINANCIAL OFFICER (CFO)/TREASURER. 2. THE FORM 990 IS REVIEWED BY THE CFO/TREASURER, LEGAL COUNSEL, AND THE VP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED FOR REVIEW TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT AND COMPENSATION COMMITTEE. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND COMPENSATION COMMITTEES OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, AIR REQUIRES THE MEMBERS OF ITS BOARD OF DIRECTORS, OFFICERS, EXECUTIVES, AND KEY LEADERS TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. REQUIRED DISCLOSURES INCLUDE THE EXTENT OF ANY RELATIONSHIP, OWNERSHIP INTEREST, CONTROL OR TRANSACTION WHICH MAY POSE AN ACTUAL OR PERCEIVED CONFLICT THAT COULD IMPACT AIR'S OPERATIONS OR INDEPENDENCE. THE DISCLOSURES ARE REVIEWED AND ADJUDICATED BY THE GENERAL COUNSEL AND ETHICS OFFICER AND THE CHIEF FINANCIAL OFFICER. INTERNAL CONTROLS HAVE BEEN ESTABLISHED IN AIR'S OPERATIONS TO ENSURE THAT TRANSACTIONS WITH RELATED PARTIES, IF ANY, ARE IDENTIFIED AND REVIEWED IN ADVANCE BY THE BOARD OF DIRECTORS AND APPROVED FOR EXECUTION INCLUSIVE OF ARMS-LENGTH THRESHOLDS. LASTLY, ALL EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CODE OF CONDUCT, WHICH PROVIDES GUIDANCE ON CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION, FRINGE BENEFITS, AND RELATED POLICIES FOR THE INDIVIDUALS LISTED HEREIN ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. ANNUALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PERFORM COMPARABILITY REVIEWS OF EXECUTIVE COMPENSATION USING EXTERNALLY PUBLISHED DATA. THIS INFORMATION IS CONSIDERED IN THE DETERMINATION OF TOTAL COMPENSATION FOR THESE INDIVIDUALS AND INCLUDES THE COMMITTEE'S REVIEW OF THE EXECUTIVE'S ANNUAL PERFORMANCE. THE CONTENT OF COMMITTEE MEETINGS INVOLVING COMPENSATION DECISIONS ARE CODIFIED IN TIMELY, WRITTEN SUMMARIES AND MADE AVAILABLE UPON REQUEST TO AUTHORIZED PARTIES. COMPENSATION OF NON-OFFICER KEY EMPLOYEES IS NOT SET BY THE COMPENSATION COMMITTEE BUT IS REVIEWED AND APPROVED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER USING THE SAME METHODOLOGY INVOLVING COMPARISON TO EXTERNALLY AVAILABLE MARKET AND PERFORMANCE FACTORS AS DESCRIBED ABOVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR MAKES ITS AUDITED FINANCIAL STATEMENTS AND CONFLICT-OF-INTEREST POLICY AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, LINE 1A, EXECUTIVE COMMITTEE: | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD CHAIR AND THE CHAIRS OF THE AUDIT, FINANCE, GOVERNANCE, HUMAN RESOURCES, INVESTMENT, COMPENSATION, AND MERGERS AND ACQUISITIONS COMMITTEES. THE EXECUTIVE OFFICER IS ALSO ON THE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMMISSIONED WITH EXERCISING THE POWERS AND AUTHORITY OF THE FULL BOARD WHEN THE FULL BOARD IS NOT IN SESSION AND WHEN IT IS NOT PRACTICAL OR POSSIBLE FOR THE FULL BOARD TO CONVENE A MEETING. A QUORUM IS DEFINED AS FOUR (4) MEMBERS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 10,724,308. MANAGEMENT AND GENERAL EXPENSES 1,416,594. FUNDRAISING EXPENSES 156,470. TOTAL EXPENSES 12,297,372. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 1,388,521. MANAGEMENT AND GENERAL EXPENSES 323,488. FUNDRAISING EXPENSES 76,270. TOTAL EXPENSES 1,788,279. HONORARIA: PROGRAM SERVICE EXPENSES 1,518,901. MANAGEMENT AND GENERAL EXPENSES 696,734. FUNDRAISING EXPENSES 5,579. TOTAL EXPENSES 2,221,214. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 170,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,375. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 47,070,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 83,550. TOTAL EXPENSES 47,153,952. RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 144,542. MANAGEMENT AND GENERAL EXPENSES 27,220. FUNDRAISING EXPENSES 7,874. TOTAL EXPENSES 179,636. MEDIA BUYS: PROGRAM SERVICE EXPENSES 11,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,806. |
| FORM 990 PART I, 16B AND PART IX, COLUMN (D) FUNDRAISING: | FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS. IT PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. THE STAFF ARE NOT HIRED SPECIFICALLY FOR THIS FUNDRAISING ACTIVITY BUT OCCASIONALLY SPEND A PORTION OF THEIR WORK EFFORT DEDICATED TO THE OBJECTIVE. OCCASIONALLY AIR UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE IN THE WRITING OF SERVICE SOLUTIONS. THE AMOUNT EXPENDED FOR THESE ACTIVITIES VARIES ANNUALLY AND DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS THAT RESULT FROM THIS ANNUAL FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE YEARS. |
| FORM 990, PART IX, LINE 11F INVESTMENT FEES: | INVESTMENT FEES CONSIST OF THE EXTERNAL ADMINISTRATIVE COSTS INCURRED IN MANAGING THE QUASI-ENDOWMENT. FEES CHARGED BY FUND MANAGERS ARE REPORTED AS PART OF UNREALIZED RETURNS OF THE UNDERLYING INVESTMENT HOLDINGS, AND ARE INCLUDED ON PART XI, LINE 5. |
| FORM 990, PART XI, LINE 9: | REPRESENTS NET ASSETS OF IMPAQ LLC, ACQUIRED BY AIR AS OF MAY 18, 2020 -2,468,701. |
| FORM 990, PART IV, LINE 12 & PART XII, LINE 2B AUDITED FINANCIAL STMTS: | AIR PREPARES THE CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE THE ORGANIZATION AND ITS AFFILIATES; THE STATEMENTS ARE AUDITED BY INDEPENDENT AUDITORS ON AN ANNUAL BASIS. |
| FORM 990 PART XII, LINE 2C AUDIT OVERSIGHT: | AIR HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
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 |
|---|---|---|---|---|---|---|---|---|---|
| COLLEGE MEASURES LLC | |||||||||
| 1400 CRYSTAL DRIVE 10TH FLOOR | ARLINGTON | VA | 22202 | 452671930 | SEE SCHEDULE R, PART VII | DE | $1,880 | $0 | AIR |
| ADVANCED KNOWLEDGE NETWORKS LLC | |||||||||
| 10420 LITTLE PATUXENT PKWY SUITE 30 | COLUMBIA | MD | 21044 | 611888824 | SEE SCHEDULE R, PART VII | MD | $0 | $0 | AIR |
| IMPAQ INTERNATIONAL LLC | |||||||||
| 10420 LITTLE PATUXENT PKWY SUITE 30 | COLUMBIA | MD | 21044 | 522273877 | SEE SCHEDULE R, PART VII | MD | $73,050,263 | $32,403,109 | AIR |
| IMPAQ LLC | |||||||||
| 10420 LITTLE PATUXENT PKWY SUITE 30 | COLUMBIA | MD | 21044 | 364866143 | SEE SCHEDULE R, PART VII | MD | $0 | $0 | AIR |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH UK LIMITED | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS | UK | AIR | Yes (1) | ||||
| LEARNING POINT ASSOCIATES | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | SEE SCHEDULE R, PART VII | AIR | Yes (1) | 371161423 | IL | 501(C)(3) | 7 | |
| NATIONAL CENTER ON FAMILY HOMELESSNESS | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | SEE SCHEDULE R, PART VII | AIR | Yes (1) | 222882452 | MA | 501(C)(3) | 7 | |
| SOUTHWEST EDUCATIONAL DEVELOPMENT CORP | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | SEE SCHEDULE R, PART VII | AIR | Yes (1) | 741545911 | TX | 501(C)(3) | 7 | |
| AIR INTERNATIONAL | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | SEE SCHEDULE R, PART VII | AIR | Yes (1) | 753046958 | DC | 501(C)(3) | 7 | |
| AIR EUROPE | |||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | SEE SCHEDULE R, PART VII | GM | AIR | Yes (1) | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIR HOLDING COMPANY | ||||||||||||
| 1400 CRYSTAL DRIVE 10TH FL | ARLINGTON | VA | 22202 | 522205344 | SEE SCHEDULE R, PART VII | DE | AMERICAN INSTITUTES FOR RESEARCH | C | $222 | -$6,075,484 | 1.00000 | Yes (1) |
| GROWTH TRANSITIONS INC TA MAHER&MAHER | ||||||||||||
| 3535 ROUTE 66 BUILDING | NEPTUNE | NJ | 07753 | 223412300 | SEE SCHEDULE R, PART VII | NJ | AMERICAN INSTITUTES FOR RESEARCH | C | $15,096,619 | $12,266,085 | 1.00000 | Yes (1) |
| KIMETRICA LLC | ||||||||||||
| 80 GARDEN CENTER SUITE A-368 | BROOMFIELD | CO | 800201735 | 205000444 | SEE SCHEDULE R, PART VII | DE | AMERICAN INSTITUTES FOR RESEARCH | C | $12,059,880 | $4,028,980 | 1.00000 | Yes (1) |
| 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KIMETRICA LLC | ||
| Q | $1,653,376 | ACTUAL COSTS INCURRED |
| GROWTH TRANSITIONS INC TA MAHER&MAHER | ||
| Q | $80,410 | ACTUAL COSTS INCURRED |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART I, COLUMN B: | IMPAQ INTERNATIONAL LLC- A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ INTERNATIONAL LLC. IMPAQ LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ LLC. ADVANCED KNOWLEDGE NETWORKS - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF ADVANCED KNOWLEDGE NETWORKS. COLLEGE MEASURES, LLC. - ESTABLISHED IN 2011 TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS FOR STUDENTS, PARENTS, AND POLICY MAKERS. AIR IS THE SOLE MEMBER. THE COMPANY WAS DISSOLVED AS OF OCTOBER 19, 2021. |
| SCHEDULE R, PART II, COLUMN B: | LEARNING POINT ASSOCIATES (LPA) MERGED WITH AIR IN 2011 AND FORMERLY ENDEAVORED TO ADDRESS INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND TECHNOLOGY APPLICATIONS IN EDUCATION SECTORS. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF THE FORMER LPA HAVE LARGELY BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS IS IN PROCESS AFTER WHICH THE ENTITY WILL BE DISSOLVED. NATIONAL CENTER ON FAMILY HOMELESSNESS (NCFH) MERGED WITH AIR IN 2012 AND FORMERLY ENDEAVORED TO ADDRESS RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF NCFH HAVE BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS IS IN PROCESS AFTER WHICH THE ENTITY WILL BE DISSOLVED. SOUTHWEST EDUCATIONAL DEVELOPMENT CORP. (SEDL) MERGED WITH AIR IN 2015 AND FORMERLY ENDEAVORED TO ADDRESS EDUCATION RESEARCH, DEVELOPMENT, AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF SEDL HAVE BEEN SUBSUMED BY AIR. FINAL CLOSEOUT OF APPLICABLE FEDERAL CONTRACTS IS IN PROCESS AFTER WHICH THE ENTITY WILL BE DISSOLVED. AIR INTERNATIONAL ADDRESSES EDUCATIONAL RESEARCH AND EVALUATION IN VARIOUS GLOBAL SETTINGS. AIR IS THE SOLE MEMBER. A.I.R. EUROPE IS A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISIONS OF GERMANY FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH/EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENTS OR NON-PROFIT FUNDERS. AIR IS THE SOLE MEMBER. |
| SCHEDULE R, PART IV, COLUMN B: | AIR HOLDING COMPANY - PROVIDES EDUCATIONAL SERVICES. GROWTH TRANSITIONS INC. DBA MAHER & MAHER - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS ACQUIRED BY AIR IN MAY 2020. KIMETRICA LLC WAS ACQUIRED BY AIR IN NOVEMBER 2020 AND PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. |
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