INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (EIN 86-2868464)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-15
IRS object ID
202532279349300403
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-15T01:23:52-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862868464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR STUDENT ACHIEVEMENTBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone6099219000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 ROSEDALE ROAD MS 20-JAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08541ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKADRIYE ERCIKANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6099219000PhoneNum
Signature2025-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNA KOLAKALURIPreparerPersonNm
PTINP01275237PTIN
Phone6123974000PhoneNum
Preparation2025-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKADRIYE ERCIKANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 ROSEDALE ROAD MS 20-JAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08541ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$427,323GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://ISA-F.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionSEE P.2, PART III: QUESTION 1ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,519PYContributionsGrantsAmt
CY Contributions Grants$403,460CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$8,533PYInvestmentIncomeAmt
CY Investment Income$23,863CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,052PYTotalRevenueAmt
CY Total Revenue$427,323CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,635,254PYOtherExpensesAmt
CY Other Expenses$1,223,112CYOtherExpensesAmt
PY Total Expenses$1,635,254PYTotalExpensesAmt
CY Total Expenses$1,223,112CYTotalExpensesAmt
PY Revenues Less Expenses-$1,608,202PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$795,789CYRevenuesLessExpensesAmt
Total Assets BOY$1,550,253TotalAssetsBOYAmt
Total Assets EOY$100,890TotalAssetsEOYAmt
Total Liabilities BOY$843,880TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,490TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$706,373NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,400NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionINSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (ISAF) RAISES FUNDS TO SUPPORT THE INSTITUTE FOR STUDENT ACHIEVEMENT (ISA), WHICH IS A PART OF EDUCATIONAL TESTING SERVICE, A SECTION 501(C)(3) PUBLIC CHARITY, THAT WANTS ALL STUDENTS, REGARDLESS OF ZIP CODE, TO GRADUATE BETTER PREPARED FOR POSTSECONDARY OPPORTUNITIES THAT PUT THEM ON THE PATHWAY TO REALIZING THEIR DREAMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$426,845ExpenseAmt
DescTHE FOUNDATION RAISED FUNDS IN ORDER TO SUPPORT THE WOMEN OF COLOR EDUCATION COLLABORATIVE (WOCEC), A PROGRAM THAT SUPPORTS THE PROFESSIONAL DEVELOPMENT OF WOMEN OF COLOR. THE FOUNDATION ALSO SUPPORTED ACTIVITIES RELATED TO SOCIAL, EMOTIONAL, AND ACADEMIC DEVELOPMENT (SEAD) AT THE HIGH SCHOOL LEVEL.Desc
Total Program Service Expenses$426,845TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial LiquidationYes (1)PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLESLIE ARKUSZEWSKIPersonNm
Phone6099219000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 ROSEDALE ROAD MS 20-JAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08541ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
IDA LAWRENCE END 100323 CHAIR
SR VP-RESEARCH & DEVELOPMENT -CHAIR2.0040.00Yes (X)$0$756,852$306,137
KADRIYE ERCIKAN-ALPER
PRESIDENT (START 1/4/2024)2.0040.00Yes (X)$0$682,990$58,577Yes (X)
PAUL GOLLASH
DIRECTOR2.0040.00Yes (X)$0$571,010$78,640
DAWN BUDD
TREASURER2.0040.00$0$323,740$62,873Yes (X)
STEPHANIE WOOD-GARNETT
PRESIDENT (END 1/5/2024)2.0040.00$0$287,623$71,148Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,622,215TotReportableCompRltdOrgAmt
Total Other Compensation$577,375TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDUCATIONAL TESTING SERVICEBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 ROSEDALE ROAD MS 20-JAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08541ZIPCd
FieldValueIRS element (for citing)
ServicesEDUCATIONAL SERVICESServicesDesc
Compensation$426,845CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$398,445RelatedOrganizationsAmt
All Other Contributions$5,015AllOtherContributionsAmt
Total Contributions$403,460TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,863TotalRevenueColumnAmt
Exclusion$23,863ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$427,323TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,863ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,000TotalAmt
Management And General$19,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
OTHER OPERATING AND ADM$777,267$777,267
PROF SERVICES & COACHIN$426,845$426,845

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,223,112TotalAmt
Program Services$426,845ProgramServicesAmt
Management And General$796,267ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$299,588BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt
EOY$100,890EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$750,665BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,550,253BOYAmt
EOY$100,890EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$822,665BOYAmt
EOY$57,490EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,215BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$843,880BOYAmt
EOY$57,490EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$706,373BOYAmt
EOY$43,400EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$706,373BOYAmt
EOY$43,400EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,550,253BOYAmt
EOY$100,890EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$795,789ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$132,816OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EDUCATIONAL TESTING SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN210634479EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$426,845SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$426,845SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
IDA LAWRENCE END 100323 CHAIR
SR VP-RESEARCH & DEVELOPMENT -CHAIR$0$272,302$0$179,100$0$305,450$0$206,038$0$100,099$0$1,062,989$0$0
KADRIYE ERCIKAN-ALPER
PRESIDENT (START 1/4/2024)$0$285,142$0$275,653$0$122,195$0$25,554$0$33,023$0$741,567$0$0
PAUL GOLLASH
DIRECTOR$0$317,020$0$196,875$0$57,115$0$48,000$0$30,640$0$649,650$0$0
DAWN BUDD
TREASURER$0$233,954$0$58,000$0$31,786$0$34,477$0$28,396$0$386,613$0$0
STEPHANIE WOOD-GARNETT
PRESIDENT (END 1/5/2024)$0$257,314$0$0$0$30,309$0$38,517$0$32,631$0$358,771$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationOFFICERS AND OTHER EXECUTIVES PARTICIPATED IN A SUPPLEMENTAL NON OFFICER'S DEFERRED COMPENSATION IS REPORTED IN COLUMN C. THE VESTED PORTION QUALIFIED RETIREMENT PLAN UNDER 457(F). THE NON-VESTED PORTION OF EACH OF EACH OFFICER'S DEFERRED COMPENSATION IS REPORTED IN COLUMNS B & F.ExplanationTxt

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidOPERATING AND ADMIN. EXPENSES FOR THE ORG'S EXEMPT PURPOSEAssetsDistriOrExpnssPaidDesc
Distribution2024-08-31DistributionDt
Fair Market Value Of Asset$1,223,112FairMarketValueOfAssetAmt
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2Ind
Employee Of Successor20EmployeeOfSuccessor2Ind
Owner Of Successor20OwnerOfSuccessor2Ind
Receive Compensation20ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (ISAF) IS EDUCATIONAL TESTING SERVICE (ETS).
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBER (ETS) SHALL HAVE THE SOLE POWER TO ELECT AND REMOVE THE DIRECTORS OF INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (ISAF). THE ANNUAL MEETING OF THE MEMBER SHALL BE HELD AT THE TIME AND PLACE THAT THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD") MAY DESIGNATE. AT THE ANNUAL MEETING, THE MEMBER SHALL DETERMINE WHETHER TO REMOVE A DIRECTOR, FILL A BOARD VACANCY, OR RE-ELECT A DIRECTOR TO A NEW TERM.
FORM 990, PART VI, SECTION B, LINE 11BALL TRUSTEES RECEIVE A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (ISAF) APPLIES THE CONFLICT OF INTEREST POLICY PUT IN PLACE BY ITS CONTROLLING ORGANIZATION, EDUCATIONAL TESTING SERVICES (ETS). ACCORDINGLY, THE FOLLOWING NARRATIVE REGARDING THE ETS CONFLICT OF INTEREST POLICY APPLIES TO ISAF AS WELL. THE TRUSTEES OF INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION, INDIVIDUALLY AND COLLECTIVELY, ARE EXPECTED TO ACT IN ACCORDANCE WITH THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR. ANNUALLY, THE AUDIT COMMITTEE REVIEWS THE ETS CODE OF ETHICS FOR MEMBERS OF THE BOARD OF TRUSTEES. SUBSEQUENTLY, EACH ISAF TRUSTEE RECEIVES A COPY OF THE CODE OF ETHICS AND SIGNS A STATEMENT AGREEING TO ABIDE BY THE CODE AS EMPLOYEES OF ETS. THE CODE OF ETHICS STATES A CLEAR POLICY ON CONFLICTS OF INTEREST. ETS ALSO HAS A CONFLICT OF INTEREST POLICY THAT IS SUPPLIED TO THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES, WHICH INCLUDES ISAF TRUSTEES. THE TRUSTEES ANNUALLY COMPLETE A TRUSTEE DISCLOSURE STATEMENT AND A TRUSTEE AFFILIATION FORM. THE DISCLOSURE STATEMENT REQUESTS IF THERE ARE ANY TRUSTEES WITH MATERIAL FINANCIAL INTEREST TO WHICH ISAF IS A PARTY. THE AFFILIATION FORM REQUESTS INFORMATION REGARDING THE TRUSTEES EMPLOYMENT AS A STAFF MEMBER OR AS A CONSULTANT OF ETS (THE ETS POLICY APPLIES AS A TRUSTEE OF ISAF), AS WELL AS THEIR AFFILIATION WITH OTHER ORGANIZATIONS. THE CORPORATE SECRETARY REVIEWS THESE DISCLOSURES FOR POTENTIAL CONFLICTS OR THE POTENTIAL APPEARANCE OF A CONFLICT. SHOULD A SITUATION BE DISCLOSED THAT PRESENTS A POTENTIAL CONFLICT, THE CORPORATE SECRETARY WOULD SEEK RESOLUTION WITH THE INVOLVEMENT OF THE APPROPRIATE AUTHORITY SUCH AS THE AUDIT COMMITTEE OR THE ETS GENERAL COUNSEL. INTRINSIC TO THE POLICY IS A TRUSTEE RECUSING THEMSELVES ON CERTAIN MATTERS OR RESIGNING FROM THE BOARD TO PREVENT A CONFLICT OF INTEREST OR AVOID AN APPEARANCE OF A CONFLICT OF INTEREST. FAILURE TO RESPOND TO THE ANNUAL DISCLOSURE PROCESS WOULD RESULT IN THE REQUISITE FOLLOW UP BY THE CORPORATE SECRETARY. CANDIDATES FOR TRUSTEES RECEIVE GENERAL INFORMATION ON RELEVANT ETS POLICIES, AS THE ETS POLICIES APPLY AS A TRUSTEE OF ISAF, SUCH AS THE CODE OF ETHICS AND CONFLICT OF INTEREST AND ARE REQUIRED TO COMPLETE THE AFFILIATIONS FORM PRIOR TO STANDING FOR ELECTION. TRUSTEES CAN OBTAIN ASSISTANCE WITH THE INTERPRETATION OR ADMINISTRATION OF THE CODE OF ETHICS CONFLICTS POLICY OR PROCEDURES FROM THE CORPORATE SECRETARY OR THE GENERAL COUNSEL. TRUSTEES RECEIVE THE COMPLETE POLICY STATEMENTS UPON THEIR ELECTION. AS ISAF TRUSTEES ARE ETS EMPLOYEES, EDUCATIONAL TESTING SERVICE REQUIRES THAT EMPLOYEES, INCLUDING OFFICERS, WHO ARE UNCERTAIN WHETHER AN OUTSIDE ACTIVITY COMES WITHIN THE SCOPE OF ETS'S CODE OF ETHICS OR CONFLICT OF INTEREST POLICY, DISCUSS THE MATTER WITH THEIR SUPERVISORS. EMPLOYEES WISHING TO ENGAGE IN OUTSIDE ACTIVITIES MUST SUBMIT AN OUTSIDE ACTIVITIES REPORT TO THEIR DIVISION VICE PRESIDENT FOR REVIEW AND APPROVAL PRIOR TO ENGAGING IN THE ACTIVITY. EMPLOYEES MUST SUBMIT AN AMENDED REPORT WHENEVER THE ACTIVITY CHANGES. THE REPORT IS REVIEWED AND THE EMPLOYEE IS INFORMED WHETHER THE REQUEST IS APPROVED. THE EMPLOYEE'S DIVISION VICE PRESIDENT AND THE VICE PRESIDENT OF HUMAN RESOURCES (HR) RECEIVE A COPY OF ALL SUCH REPORTS REGARDLESS OF WHETHER THE REQUEST IS APPROVED. ANY SITUATION INVOLVING A POTENTIAL CONFLICT OF INTEREST MUST BE REVIEWED BY HR TO VERIFY THAT NO CONFLICT EXISTS. ANY EMPLOYEE WHO ACQUIRES INFORMATION THAT GIVES THE EMPLOYEE REASON TO BELIEVE THAT ANY EMPLOYEE, OFFICER OR TRUSTEE IS ENGAGED IN CONDUCT THAT IS PROHIBITED BY ETS'S CODE OF ETHICS (WHICH IS INTENDED TO APPLY TO ISAF) OR SUBJECT TO ETS'S CONFLICT OF INTEREST POLICY (WHICH IS ALSO INTENDED TO APPLY TO ISAF AS WELL), OR THAT ANY SALES REPRESENTATIVE, DISTRIBUTOR OR OTHER PERSON OR FIRM REPRESENTING ISAF IN ANY TRANSACTION IS ENGAGED IN THE TYPE OF CONDUCT (WHETHER OR NOT IN CONNECTION WITH A TRANSACTION INVOLVING ISAF OR ITS PRODUCTS) WHICH, IF ENGAGED IN BY AN EMPLOYEE, WOULD VIOLATE THIS POLICY IS REQUIRED TO REPORT THIS INFORMATION IMMEDIATELY. ALL COMPLAINTS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE INVESTIGATED PROMPTLY, AND WHERE NECESSARY, IMMEDIATE AND APPROPRIATE ACTION IS TAKEN TO STOP AND REMEDY ANY SUCH CONDUCT. ANY EMPLOYEE OR OFFICER, FOUND IN VIOLATION OF THIS POLICY WILL BE SUBJECT TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION, DEPENDING UPON THE SEVERITY OF THE VIOLATION. THIS POLICY IS REVIEWED ON AN ANNUAL BASIS BY THE VICE PRESIDENT OF HUMAN RESOURCES. ALL ETS EMPLOYEES (WHICH INCLUDES ISAF TRUSTEES) RECEIVE A COPY OF THE CODE OF ETHICS ON AN ANNUAL BASIS. THE ANNUAL REVIEW AND SIGNATURE INDICATING THEIR AGREEMENT TO COMPLY WITH THE POLICY IS MANDATORY AS PART OF EMPLOYMENT WITH ETS.
FORM 990, PART VI, SECTION B, LINE 15ALL ISAF EXECUTIVES ARE COMPENSATED BY ETS. ACCORDINGLY, ETS HAS A PROCESS IN PLACE FOR DETERMINING REASONABLE COMPENSATION FOR THEIR PERSONNEL, AS IS ELABORATED UPON BELOW. ETS ENGAGES AN EXTERNAL INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT ORGANIZATION (IEECO) TO REVIEW AND ADVISE ON WORKER COMPENSATION LAWS. FURTHER, THE IEECO PREPARES AN ANNUAL REPORT OF PROPOSED COMPENSATION FOR ETS'S CEO AND OFFICERS EVALUATING THE REASONABLENESS OF THE COMPENSATION, AS DEFINED BY THE IRS INTERMEDIATE SANCTION RULES. THE REPORT ASSESSES THE RELEVANT LABOR MARKET FOR OFFICER ROLES USING NATIONAL DATA FROM COMPARABLE ORGANIZATIONS OF SIMILAR SIZE AND COMPLEXITY. THEN, CONSISTENT WITH THE COMPOSITION OF THE LABOR MARKETS IN WHICH ETS COMPETES FOR EXECUTIVE TALENT, APPROPRIATE COMPARATIVE ANALYSES ARE DEVELOPED FROM BOTH NOT-FOR-PROFIT AND FOR-PROFIT DATA. FINALLY, THE IEECO PREPARES A LETTER OF REASONABLENESS REGARDING THE ANALYSES OF OFFICER PAY CONSISTENT WITH GOVERNMENT GUIDELINES WHICH IS PRESENTED TO THE COMMITTEE ON GOVERNANCE AND HUMAN RESOURCES AND THE BOARD FOR REVIEW, COMMENT AND APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19INSTITUTE FOR STUDENT ACHIEVEMENT FOUNDATION (ISAF) DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:DEBT FORGIVENESS 132,816.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
MASTERY TRANSCRIPT CONSORTIUM
30 SARGENT ROADWINCHESTERMA01890111114458EDUCATIONAL SERVICESMA501(C)(3)10EDUCATIONAL TESTING SERVICE0
EDUCATIONAL TESTING SERVICE
660 ROSEDALE RD 2ND FLOOR MS 20-JPRINCETONNJ08541210634479EDUCATIONAL SERVICESDE501(C)(3)100N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (25 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndForeign PostalForeignAddress/ForeignPostalCdAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
EDUCATIONAL TESTING SERVICE (ETS) GLOBAL BV
STRAWINSKYLAAN 929 1077AMSTERDAMNL809758234EDUCATIONAL SERVICESNLN/AC0
PIPPLET SAS
24 RUE CHAUCHAT 75009PARISFREDUCATIONAL SERVICESFRN/AC075009
ETS EDUCATIONAL TESTING SERVICE CANADA INC
SUITE 1700 PARK PLACE 666 BURRARDVANCOUVERCAEDUCATIONAL SERVICESCAN/AC0
ETS ASSESSMENTS (BEIJING) LTD
NO3 DONGSANHUAN BEILU BLOCK B LUBEIJINGCHEDUCATIONAL SERVICESCHN/AC0
EDUCATIONAL TESTING SERVICE INTERNATIONAL HOLDINGS LIMITED
3 DUBLIN LANDINGS IFSCDUBLINEIHOLDING COMPANYEIN/AC0
EDUSOFT LTD
16 HAMELACHA STROSH HAAYINISEDUCATIONAL SERVICESISN/AC0
EDUCATIONAL TESTING SERVICE DOMESTIC HOLDINGS INC
851151231HOLDING COMPANYN/AC0251 LITTLE FALLS DRIVEWILMINGTONDE19808DE
ETSQ HOLDINGS LLC
815154354HOLDING COMPANYN/AC02711 CENTERVILLE ROAD SUITE 400WILMINGTONDE19808DE
QUESTAR ASSESSMENTS INC
132846796DORMANTN/AC015 EAST NORTH STREET DOVERDOVERDE19901DE
ETS INTERNATIONAL BV
STRAWINSKYLAAN 929 1077XXAMSTERDAMNLHOLDING COMPANYNLN/AC0
ETS JAPAN
TOURANT 88 BUILDING 4TH FLOOR 4-7-2TOKYOJAEDUCATIONAL SERVICESJAN/AC0
ETS INDIA PRIVATE LIMITED
B1/H3 MOHAN CO-OPERATIVE MATHURANEW DELHIINEDUCATIONAL SERVICESINN/AC0
ETS ASSESSMENT SERVICES PRIVATE LIMITED
B1/H3 MOHAN CO-OPERATIVE MATHURANEW DELHIINSUPPORT SERVICESINN/AC0
ETS INTERNATIONAL UK LTD
5TH FLOOR ONE NEW CHANGELONDONUKHOLDING & EDUCATIONAL SERVICESUKN/AC0
VERICANT INTERNATIONAL HOLDINGS LTD
ROOM 1203 12/F W50 50 WONG CHUKHONG KONGHKHOLDING COMPANYHKN/AC0
VERICANT EDUCATION CONSULTING (BEIJING) LTD
A15C 13/F BUILDING 1 NO 48 DONBEIJINGCHEDUCATIONAL SERVICESCHN/AC0
SHANGHAI YUPING EDUCATION TECHNOLOGY LTD
A-17 ROOM 1803 NO 488 MIDDLE YISHANGHAICHEDUCATIONAL SERVICESCHN/AC0
KIRA TALENT INC (CANADA)
99 YORKVILLE AVENUE SUITE 227TORONTOCA981180398EDUCATIONAL SERVICESCAN/AC0
KIRA TALENT INC (US)
365009586EDUCATIONAL SERVICESN/AC0251 LITTLE FALLS DRIVEWILMINGTONDE19808DE
ETS ARABIA FOR TRAINING
AL OLAYA DISTRICT AL URUBAH RD NORIYADHSAEDUCATIONAL SERVICESSAN/AC0
ENLIGHTKS AB
NYGATAN 14 903 25 UME INCUMEASWASSESSMENT SUPPORT SERVICESSWN/AC0
INTEGRATED LEARNING SOLUTON PRIVATE LIMITED (WHEEBOX)
608-609 OCUS QUANTUM SECTOR 51GURGAONINEDUCATIONAL SERVICESINN/AC0
ETS MENA FZ-LLC
AL FALAK ST AL SUFOUH AURORA TOWDUBAIAEEDUCATIONAL SERVICESAEN/AC0
PSI SERVICES (UK) LTD
2 WESTCROFT COTTAGES EVERSLEY ROADHAMPSHIREUKASSESSMENT SERVICESUKN/AC0
ETS DIGITAL LLC
934852589ASSESSMENT SERVICESN/AC0251 LITTLE FALLS DRIVEWILMINGTONDE19808DE
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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