2022-11-15T15:53:38-06:00 2021-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2021-01-01 250965219 AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES AMER 2024035000 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 MARIJO AHLGRIMM EXEC VP & CFO 2024035000 2022-11-15 1 MARIJO AHLGRIMM XXX-XX-XXXX KAY VOLLANS CPA P01404047 3015643636 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID MYERS 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 556969878 0 X WWW.AIR.ORG X 1946 PA TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. 14 13 1810 0 6865916 6153894 268854620 291635316 26122 0 22557054 81191401 -582970 296980 290854826 373123697 1109921 1234308 0 0 175003261 199760477 187346 252240 12147962 95468241 101617854 271768769 302864879 19086057 70258818 943035344 1036780961 111087132 111848237 831948212 924932724 X SEE SCHEDULE O 0 0 236706017 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. 11587281 1234308 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. 248293298 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 X 1142 0 1 1810 1 1 1 1 HO ZA IV HA GM AG BK MX 0 0 0 0 0 0 0 0 1 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA HI IL KY MA MI MN NJ NM NY OR PA RI TN UT X MARIJO AHLGRIMM 2024035000 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 PATRICIA GURIN BD AND CMTE MBR, BD CHAIR 6.50 X X 106500 0 0 LAWRENCE BOBO BD CMTE MBR, BD DEP CHAIR, CMTE CHR 5.00 X X 73500 0 0 ROBERT F BORUCH BD AND CMTE MEMBER 2.00 X 41750 0 0 NANCY CANTOR BRECHIN BD AND CMTE MEMBER 2.00 X 43250 0 0 KIMBERLY PATTILLO BROWNSON BD AND CMTE MBR, BD CMTE CHAIR 5.00 X 48250 0 0 EDWARD HAMBURG BD AND CMTE MBR, BD CMTE CHAIR 5.00 X 55750 0 0 ALICIA KARAM HARKNESS BD AND CMTE MEMBER 2.00 X 54250 0 0 SARA B KIESLER BD AND CMTE MEMBER 5.00 X 11750 0 0 DELANO LEWIS BD AND CMTE MEMBER 3.00 X 59000 0 0 ANDREW LIAKOPOULOS BD & CMTE MBR, BD CMTE DEP CHAIR 2.50 X 57250 0 0 KATHY MCKINLESS BD AND CMTE MBR, BD CMTE CHAIR 5.00 X 59500 0 0 MANUEL PASTOR BD & CMTE MBR, BD CMTE DEP CHAIR 2.00 X 43000 0 0 SOL PELAVIN BD MBR, BD CMTE CHAIR, FMR PRES 5.00 X 60500 0 0 DAVID MYERS BOARD MEMBER, PRES. & CEO 40.00 X X 1685697 0 82468 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 40.00 X 802528 0 62556 DONA KILPATRICK SECRETARY 40.00 X 317273 0 75535 DAVID BAKER SR VP, HEALTH DIVISION 40.00 X 841344 0 43605 DWAYNE NORRIS EXEC VP & CHIEF PEOPLE OFFICER 40.00 X 466701 0 113713 JESSICA HEPPEN SR VP, HUMAN SERVICES DIVISION 40.00 X 499476 0 58340 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 40.00 X 328125 0 43718 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00 X 329340 0 27565 DAVID DAIGLE CFO, IMPAQ LLC 40.00 X 1121919 0 23481 LAUREN FOCARAZZO VP, BUSINESS DEVELOPMENT 40.00 X 698359 0 41678 WILLIAM H SHUPERT VP, HUMAN CAPITAL 40.00 X 703552 0 33876 JONATHAN A SIMONETTA VP, INTERNATIONAL 40.00 X 716094 0 8889 TINA BARRETTO EVP, WRKFC & SOCIAL PRGMS, IMPAQ LLC 40.00 X 684937 0 13222 JESSICA JOHNSON FORMER SR VICE PRESIDENT 0.00 X 315367 0 23567 ADAEZE B ENEKWECHI FORMER PRESIDENT, IMPAQ LLC 0.00 X 290341 0 0 MICHAEL KIRSCH FORMER EXEC VP & COO 0.00 X 106100 0 7087 10621403 0 659300 650 1 1 0 NEXT FIFTEEN COMMS CORP 100 MONTGOMERY ST STE 1650 SAN FRANCISCO CA 94104 SUBCONTRACTING SERVICES 3049976 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 SUBCONTRACTING SERVICES 2490044 JUAREZ & ASSOCIATES INC 12139 NATIONAL BLVD LOS ANGELES CA 90064 SUBCONTRACTING SERVICES 1370322 UNIVERSITY OF MINNESOTA 84 CHURCH STREET SE MINNEAPOLIS MN 55485 SUBCONTRACTING SERVICES 1336791 SCHOOL READINESS CONSULTING 912 THAYER AVE SUITE 209 SILVER SPRING MD 20910 SUBCONTRACTING SERVICES 1023676 119 221865353 69769963 291635316 11944915 6865916 5078999 3237 3237 7567223 7273480 293743 293743 293743 245819187 176572701 69246486 69246486 69246486 373123697 0 6865916 74622465 X 582220 582220 652088 652088 7180445 2373836 4806609 776355 330353 446002 156278920 134926728 12681430 8670762 11525462 9849010 977183 699269 13238213 10403496 2145489 689228 10761082 9078958 1092813 589311 1215335 68198 1144600 2537 339292 339292 252240 252240 667612 667612 63822634 61028855 2464036 329743 4435406 3989044 275263 171099 5943483 4843526 855142 244815 8237163 6240659 1605843 390661 366351 349704 13771 2876 1767777 1718285 39596 9896 212292 212292 13271274 1342687 11840080 88507 469764 103662 359084 7018 FOCUS GROUP FEES 402680 402680 UBTI 318673 318673 148118 9309 138809 302864879 248293298 42423619 12147962 64423285 51545827 57543673 50913549 3255709 4069459 44575039 19328601 27909878 25246438 569045897 614076413 105499206 181481712 105809766 97324699 9547930 12122864 943035344 1036780961 61680517 60644244 24470746 28272351 5178504 4944350 19757365 17987292 111087132 111848237 X 831948212 924932724 831948212 924932724 943035344 1036780961 X 70258818 25194395 -2468701 X X 0 1 X 1 1 1 X 449114978 462380008 476002962 268854620 291635316 1947987884 449114978 462380008 476002962 268854620 291635316 1947987884 1947987884 5299105 7267111 7970210 13670476 12649459 46856361 6153894 6153894 2000998139 233332 0.97350 0.98240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664714913 25184555 105695409 11184555 917650 783492672 701064594 -103304663 75648027 7955623 737422 664714913 265338398 395670162 45428589 4570162 802393 701064594 262600073 24750000 -16326105 4808550 877020 265338398 206005631 28000000 32647816 3339811 713563 262600073 1.00000 0 0 5038000 5038000 10271816 3425894 6845922 18904466 7274377 11630089 867984 6408655 5544316 1732323 3084118 3084014 104 25246438 1301120 C ALTERNATIVE INVESTMENTS 180180592 F 181481712 DEFERRED RENT 17460476 CAST LEASE DEPOSITS 526816 17987292 X 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. 1 SOUTH ASIA 0 4 PROGRAM SERVICES SEE SCHEDULE F, PART V 36785 SUB-SAHARAN AFRICA 1 64 PROGRAM SERVICES SEE SCHEDULE F, PART V 1974380 CENTRAL AMERICA AND THE CARIBBEAN 1 51 PROGRAM SERVICES SEE SCHEDULE F, PART V 2464258 EUROPE (INCLUDING ICELAND & GREENLAND) 1 50 PROGRAM SERVICES SEE SCHEDULE F, PART V 1276962 EAST ASIA AND THE PACIFIC 0 14 PROGRAM SERVICES SEE SCHEDULE F, PART V 118348 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 92009409 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 652088 NORTH AMERICA 1 100 PROGRAM SERVICE SEE SCHEDULE F, PART V 4366627 SOUTH AMERICA 0 10 PROGRAM SERVICE SEE SCHEDULE F, PART V 149879 GEORGIA 0 9 PROGRAM SERVICE SEE SCHEDULE F, PART V 53271 4 283 0 19 4 302 102898857 203150 103102007 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 546270 FUND TRANSFERS 0 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 105818 FUND TRANSFERS 0 1 1 1 0 1 1 1 0 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. X X 1 LOIS TARDIO 2223 WILLIAMS STREET DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 30130 0 CORINNE LIBBY 6045 18TH ST N ARLINGTON VA 22205 SEE SCHEDULE G, PART IV 0 0 22325 0 KUMU PTY LTD 6/33 LINDEN STREET BRUNSWICK EAST VICTORIA AS 3057 SEE SCHEDULE G, PART IV 0 0 18395 0 CAROLYN L CRABTREE 4443 AUDREE LN NE BREMERTON WA 98310 SEE SCHEDULE G, PART IV 0 0 25913 0 DEEPA RAMESH 6240 MUMBAI PLACE APT 29 DULLES VA 201896240 SEE SCHEDULE G, PART IV 0 0 16650 0 DAWNE MARYELLA DEPPE 223 S WESTMINSTER STREET IOWA CITY IA 52245 SEE SCHEDULE G, PART IV 0 0 16215 0 CHRISTINE CAMILLO 8834 STARK ROAD ANNANDALE VA 22003 SEE SCHEDULE G, PART IV 0 0 13629 0 LOHFELD CONSULTING GROUP 940 SOUTH RIVER LANDING ROAD EDGEWATER MD 21037 SEE SCHEDULE G, PART IV 0 0 13369 0 CHRISTIAN MILORD CALLE 12 NO 17-31 SANTA MARTA MAGDALENA CO 470001 SEE SCHEDULE G, PART IV 0 0 10280 0 BROOKLYN HAMEL 2601 16TH ST NW APT 216 WASHINGTON WA 20009 SEE SCHEDULE G, PART IV 0 0 9828 0 176734 AK CA CO CT DC FL GA HI IL KS MA MD ME MI MN MO MS NC NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA KY SCHEDULE G, PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS: 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. 1 THE CAMPBELL COLLABORATION 124 GRANDVIEW ROAD ARDMORE PA 19003 233066027 501(C)(3) 150000 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) 40885 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) 38000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 29494 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION EDUCATION WRITERS ASSOCIATION 1825 K ST NW STE 200 WASHINGTON DC 20006 237439790 501(C)(3) 20000 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) 20000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION TEAM RUBICON 214 MAIN ST NO354 EL SEGUNDO CA 90245 271720480 501(C)(3) 15000 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) 15000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION HOPE FOR HAITI INC 1021 5TH AVE N NAPLES FL 34102 593564329 501(C)(3) 10000 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) 10000 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) 10000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION FIRST NATIONS DEVELOPMENT INSTITUTE 2432 MAIN STREET 2ND FL LONGMONT CO 80501 541254491 501(C)(3) 10000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION GIRLFORWARD PO BOX 607516 CHICAGO IL 60660 452987277 501(C)(3) 10000 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) 10000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION MEALS ON WHEELS AMERICA 1550 CRYSTAL DRIVE NO 1004 ARLINGTON VA 22202 237447812 501(C)(3) 10000 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) 10000 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) 10000 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) 10000 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) 7500 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION PUBLIC AFFAIRS COUNCIL 2121 K STREET NW SUITE 900 WASHINGTON DC 20037 131790733 501(C)(4) 7000 0 GENERAL SUPPORT FOR FURTHERANCE OF THEIR MISSION 19 1 PART I, LINE 2: 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. X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 DAVID MYERS BOARD MEMBER, PRES. & CEO 726030 0 723900 0 235767 0 58000 0 24468 0 1768165 0 0 0 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 450714 0 223600 0 128214 0 58000 0 4556 0 865084 0 0 0 DONA KILPATRICK SECRETARY 278034 0 4238 0 35001 0 51221 0 24314 0 392808 0 0 0 DAVID BAKER SR VP, HEALTH DIVISION 294183 0 61200 0 485961 0 10058 0 33547 0 884949 0 0 0 DWAYNE NORRIS EXEC VP & CHIEF PEOPLE OFFICER 356907 0 108000 0 1794 0 76132 0 37581 0 580414 0 0 0 JESSICA HEPPEN SR VP, HUMAN SERVICES DIVISION 352706 0 105000 0 41770 0 40774 0 17566 0 557816 0 0 0 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 246297 0 59150 0 22678 0 30981 0 12737 0 371843 0 0 0 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 261954 0 38600 0 28786 0 23603 0 3962 0 356905 0 0 0 DAVID DAIGLE CFO, IMPAQ LLC 113505 0 0 0 1008414 0 8155 0 15326 0 1145400 0 0 0 LAUREN FOCARAZZO VP, BUSINESS DEVELOPMENT 239059 0 45000 0 414300 0 9695 0 31983 0 740037 0 0 0 WILLIAM H SHUPERT VP, HUMAN CAPITAL 248988 0 45000 0 409564 0 4956 0 28920 0 737428 0 0 0 JONATHAN A SIMONETTA VP, INTERNATIONAL 248883 0 42250 0 424961 0 6896 0 1993 0 724983 0 0 0 TINA BARRETTO EVP, WRKFC & SOCIAL PRGMS, IMPAQ LLC 152797 0 0 0 532140 0 6775 0 6447 0 698159 0 0 0 JESSICA JOHNSON FORMER SR VICE PRESIDENT 0 0 50200 0 265167 0 0 0 23567 0 338934 0 0 0 ADAEZE B ENEKWECHI FORMER PRESIDENT, IMPAQ LLC 0 0 0 0 290341 0 0 0 0 0 290341 0 0 0 MICHAEL KIRSCH FORMER EXEC VP & COO 0 0 0 0 106100 0 0 0 7087 0 113187 0 0 0 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). 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. COLLEGE MEASURES LLC 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 452671930 SEE SCHEDULE R, PART VII DE 1880 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 73050263 32403109 AIR IMPAQ LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 364866143 SEE SCHEDULE R, PART VII MD 0 0 AIR AMERICAN INSTITUTES FOR RESEARCH UK LIMITED 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS UK AIR 1 LEARNING POINT ASSOCIATES 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 371161423 SEE SCHEDULE R, PART VII IL 501(C)(3) 7 AIR 1 NATIONAL CENTER ON FAMILY HOMELESSNESS 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 222882452 SEE SCHEDULE R, PART VII MA 501(C)(3) 7 AIR 1 SOUTHWEST EDUCATIONAL DEVELOPMENT CORP 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 741545911 SEE SCHEDULE R, PART VII TX 501(C)(3) 7 AIR 1 AIR INTERNATIONAL 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 753046958 SEE SCHEDULE R, PART VII DC 501(C)(3) 7 AIR 1 AIR EUROPE 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 SEE SCHEDULE R, PART VII GM AIR 1 AIR HOLDING COMPANY 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522205344 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 222 -6075484 1.00000 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 15096619 12266085 1.00000 1 KIMETRICA LLC 80 GARDEN CENTER SUITE A-368 BROOMFIELD CO 800201735 205000444 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 12059880 4028980 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 KIMETRICA LLC Q 1653376 ACTUAL COSTS INCURRED GROWTH TRANSITIONS INC TA MAHER&MAHER Q 80410 ACTUAL COSTS INCURRED 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.