2021-11-15T12:52:26-06:00 2020-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2020-01-01 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 2021-11-15 1 MARIJO AHLGRIMM XXX-XX-XXXX KAY VOLLANS CPA P01404047 3015643636 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID MYERS 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 567489656 0 X WWW.AIR.ORG X 1946 PA TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. 14 13 2325 0 657634 0 476002962 268854620 17489 26122 353729943 22557054 -181276 -582970 829569118 290854826 1399514 1109921 0 0 224264000 175003261 159914 187346 10472505 205157404 95468241 430980832 271768769 398588286 19086057 869577472 943035344 107439294 111087132 762138178 831948212 SEE SCHEDULE O 0 0 211531022 26122 AIR IS A NON-PARTISAN CHARITABLE, EDUCATIONAL AND SCIENTIFIC ORGANIZATION THAT CONDUCTS BEHAVIORAL AND SOCIAL SCIENCE RESEARCH AND PROVIDES TECHNICAL SUPPORT, GUIDANCE AND ASSISTANCE TOWARD SOLVING SOME OF THE MOST URGENT SOCIETAL CHALLENGES IN THE UNITED STATES AND ABROAD. DURING 2020, AIR GENERATED REVENUE FROM GRANTS AND FROM CONTRACT SERVICES FOR FEDERAL AND STATE AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS (COLLECTIVELY, "THE SERVICES DIVISION"). AIR USES ITS QUASI-ENDOWMENT AND SURPLUSES DERIVED FROM THE SERVICES DIVISION ACTIVITIES EITHER TO FURTHER 1)AIR'S MISSION BY MEANS OF SELF-FUNDED RESEARCH AND FOR CAPACITY BUILDING ACTIVITIES NOT OTHERWISE FUNDED BY OTHER THIRD PARTIES (COLLECTIVELY, "THE AIR EQUITY INITIATIVE"), OR 2)MAINTAIN AND STRENGTHEN LONG-TERM INSTITUTIONAL VIABILITY. 8430465 1109921 AIR CONDUCTS ACTIVITIES THAT ARE OTHERWISE NOT FUNDED FROM THIRD PARTY SOURCES, COLLECTIVELY TERMED THE AIR EQUITY INITIATIVE, AIMED AT 1) BUILDING THE CONNECTIVE TISSUE BETWEEN RESEARCH EVIDENCE AND ITS USE TO PROMOTE BETTER SOCIETAL OUTCOMES, SO AS TO FACILITATE MORE SEAMLESS TRANSITIONS BETWEEN THE SCHOLASTIC AND THE PRACTICAL, AND TO AID THE DEVELOPMENT OF STRUCTURES, TOOLS, AND PROCESSES THAT SUPPORT THE USE OF SUCH EVIDENCE IN POLICY AND PROGRAM IMPLEMENTATION, 2) INVESTING IN INSTITUTIONAL AND INDIVIDUAL CAPACITY TO BUILD MORE DIVERSE AND INCLUSIVE WAYS TO GENERATE AND USE EVIDENCE ABOUT EQUITY AND 3) ENGAGING IN AND SUPPORTING RESEARCH THAT CENTERS ON EQUITY AND HOLD PROMISE FOR INFORMING WAYS TO IMPROVE OPPORTUNITIES ON AN EQUITABLE BASIS. 219961487 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 962 0 1 2325 1 1 1 1 HO ZA IV HA GM AG BK 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 X PATRICIA GURIN BD AND CMTE MBR, BD CHAIR 6.50 X X 103000 0 0 LAWRENCE BOBO BD MBR, BD V CHAIR, BD CMTE CHAIR 5.00 X X 64250 0 0 ROBERT F BORUCH BD AND CMTE MEMBER 2.00 X 42250 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 30250 0 0 EDWARD HAMBURG BD AND CMTE MBR, BD CMTE CO-CHAIR 5.00 X 63125 0 0 ALICIA KARAM HARKNESS BD AND CMTE MEMBER 2.00 X 34250 0 0 SARA B KIESLER BD AND CMTE MEMBER 5.00 X 48750 0 0 DELANO LEWIS BD AND CMTE MEMBER 3.00 X 65500 0 0 ANDREW LIAKOPOULOS BD AND CMTE MEMBER 2.50 X 54250 0 0 KATHY MCKINLESS BD & CMTE MBR, BD CMTE CHAIR 5.00 X 68750 0 0 MANUEL PASTOR BD AND CMTE MEMBER 2.00 X 43750 0 0 SOL PELAVIN BD MBR, BD CMTE CHAIR, FMR PRES. 5.00 X 68750 0 0 DAVID MYERS BOARD MEMBER, PRES. & CEO 40.00 X X 1768550 0 80147 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 40.00 X 1310155 0 63904 DONA KILPATRICK SECRETARY 40.00 X 312295 0 73456 ADAEZE B ENEKWECHI PRESIDENT, IMPAQ LLC 40.00 X 1179071 0 5632 DWAYNE NORRIS EXEC. VP, CHIEF HUMAN CAP. OFFICER 40.00 X 414601 0 108788 JESSICA HEPPEN SR VP, RESEARCH & EVALUATION 40.00 X 425728 0 51996 JESSICA JOHNSON SR VP & DIRECTOR, PPSC-B 40.00 X 382443 0 71123 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00 X 310532 0 26904 DAVID BAKER EXEC. VP, IMPAQ LLC 40.00 X 229617 0 20227 STEPHEN COY ED & CHIEF STRATEGY OFFICER, ASCEND 40.00 X 599334 0 566 DAVID OSHER VP & INSTITUTE FELLOW 40.00 X 379530 0 84373 MICHAEL GARET VP & INSTITUTE FELLOW 40.00 X 360343 0 70098 LAWRENCE TRAPUZZANO VP, PROGRAM FINANCE 40.00 X 308235 0 83878 DAN GOLDHABER VP & DIRECTOR, ALDER 40.00 X 323337 0 52605 MICHAEL KIRSCH EXEC. VP & COO 40.00 X 504000 0 28387 9537896 0 822084 526 1 1 0 NEXT FIFTEEN COMMUNICATIONS CORP 100 MONTGOMERY STREET SUITE 1650 SAN FRANCISCO CA 94104 SUBCONTRACTING SERVICES 3056506 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 SUBCONTRACTING SERVICES 2349894 HOGAN LOVELLS US LLP 555 COLUMBIA SQUARE THIRTEENTH ST WASHINGTON DC 20004 LEGAL SERVICES 1881778 JUAREZ AND ASSOCIATES INC 12139 NATIONAL BLVD LOS ANGELES CA 90064 SUBCONTRACTING SERVICES 1690473 HEALTH UNLIMITED 111 5TH AVENUE SECOND FLOOR NEW YORK NY 10003 SUBCONTRACTING SERVICES 1051440 133 5383621 210822051 52648948 268854620 SPEAKING FEES 900099 13505 13505 PROVISION OF VAR. SERV. 900099 11400 11400 CONFERENCE FEES 900099 1217 1217 26122 8621615 657634 7963981 14057 14057 5690264 6287291 -597027 -597027 -597027 284282978 270347539 13935439 13935439 13935439 290854826 26122 657634 21316450 X 573580 573580 536341 536341 8063430 1489750 6573680 146626 61211 85415 131910401 111831824 13157350 6921227 11045481 9161478 1293325 590678 13601672 12477755 370334 753583 10235651 8337743 1388775 509133 2500114 9411 2490315 388 349478 349478 187346 187346 334101 334101 52804933 50407565 2219195 178173 6798119 5570877 862698 364544 6039392 4832486 977526 229380 13023150 9796869 2619790 606491 1426110 1326821 69132 30157 1946774 1467381 468806 10587 224562 224562 8002194 961358 6982843 57993 573080 165360 396780 10940 DUES & SUBSCRIPTIONS 594244 572359 21885 FOCUS GROUP FEES 378862 378862 UBTI 204984 204984 268144 2456 265688 271768769 219961487 41334777 10472505 81574079 64423285 43127422 57543673 2256093 3255709 46501913 18592035 30264288 27909878 629853771 569045897 80206891 105499206 105809766 2294928 9547930 869577472 943035344 61066284 61680517 22938067 24470746 5403480 5178504 18031463 19757365 107439294 111087132 X 762138178 831948212 762138178 831948212 869577472 943035344 19086057 50723977 0 X X 0 1 X 1 1 1 X 453000720 449114978 462380008 476002962 268854620 2109353288 453000720 449114978 462380008 476002962 268854620 2109353288 2109353288 3684540 5299105 7267111 7970210 13670476 37891442 2147244730 344791 0.98240 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 701064594 -103304663 75648027 7955623 737422 664714913 265338398 395670162 45428589 4570162 802393 701064594 262600073 24750000 -16326105 4808550 877020 265338398 206005631 28000000 32647816 3339811 713563 262600073 171885596 26574661 10211234 2074661 591199 206005631 1.00000 0 0 5038000 5038000 10271816 3163891 7107925 19545813 6426777 13119036 7803826 5319759 2484067 3842458 3681608 160850 27909878 1301120 C ALTERNATIVE INVESTMENTS 104198086 F 105499206 DEFERRED RENT 19230549 CAST LEASE DEPOSITS 526816 19757365 X PART V, LINE 4: IN RECENT YEARS, THE BOARD OF DIRECTORS DESIGNATED A PORTION OF THE FUND BALANCE TO SERVE AS A QUASI-ENDOWMENT. THE QUASI-ENDOWMENT SUPPORTS THE MISSION, AND IN PARTICULAR IS AVAILABLE 1) TO ENSURE AIR'S LONG-TERM, FUTURE FINANCIAL STRENGTH, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS LOAN COLLATERALIZATION SUPPORTING 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 SUBJECT AIR TO EXCISE TAX ON INDIVIDUAL COMPENSATION EXCEEDING STATUTORY THRESHOLDS; AND ON 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 PERIODIC 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 2017. 1 SOUTH ASIA 0 23 PROGRAM SERVICES SEE SCHEDULE F, PART V .LIST 59 _ 3GKINOSZ - 08/27/19 17:48 PM WORKSHEET SCHEDULE F - STATEMENT OF ACTIVITIES OUTSIDE THE U.S. _ 2684567 _ 707796.LIST 59 _ 3GKINOSZ - 09/22/20 19:55 PM WORKSHEET SCHEDULE F - STATEMENT OF ACTIVITIES OUTSIDE THE U.S. TOTAL SUB SAHARAN EXPENSES _ 2647830SUB SAHARAN GRANTS _ -1007861 212115 SUB-SAHARAN AFRICA 0 25 PROGRAM SERVICES SEE SCHEDULE F, PART V 1813733 CENTRAL AMERICA AND THE CARIBBEAN 1 37 PROGRAM SERVICES SEE SCHEDULE F, PART V 1708592 EUROPE (INCLUDING ICELAND & GREENLAND) 1 27 PROGRAM SERVICES SEE SCHEDULE F, PART V 849573 EAST ASIA AND THE PACIFIC 0 5 PROGRAM SERVICES SEE SCHEDULE F, PART V 58092 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 36774801 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 536341 NORTH AMERICA 0 45 PROGRAM SERVICE SEE SCHEDULE F, PART V 1247847 SOUTH AMERICA 0 5 PROGRAM SERVICE SEE SCHEDULE F, PART V 50491 GEORGIA 0 0 PROGRAM SERVICE SEE SCHEDULE F, PART V 99095 NORTH AMERICA 0 0 INVESTMENTS 316694 2 162 0 5 2 167 43201094 466280 43667374 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 100276 FUND TRANSFERS SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 402320 FUND TRANSFERS SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 31745 FUND TRANSFERS 2 1 1 0 0 1 1 0 PART I, LINE 2: AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST EITHER OF: 1) THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES, AS DETERMINED BY THE APPLICABLE CONTRACT OR GRANT AWARDED TO AIR; OR 2) INVESTMENT, AS A LIMITED PARTNER, IN LONG-TERM PRIVATE PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, COLUMN E PURPOSE OF FOREIGN GRANTS: AIR IMPLEMENTS PROGRAMS INITIATED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS. DURING 2020, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT AND THE U.S. DEPARTMENT OF LABOR IN MEXICO, GEORGIA, HONDURAS, HAITI, BOSNIA, ETHIOPIA, GUATEMALA, EL SALVADOR, UGANDA, NICARAGUA, LIBERIA, AND NEPAL. SIMILARLY, PROGRAMS SPONSORED BY UNICEF, THE WORLD BANK, OR EUROPEAN DEVELOPMENTAL AID AGENCIES WERE BEING IMPLEMENTED IN ZAMBIA, UGANDA, KENYA, INDIA, ANGOLA, KOSOVO, TURKEY & BANGLADESH. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL AND OTHER OUTCOMES IN DEVELOPING COUNTRIES. SCHEDULE F, PART II, COLUMN D PURPOSE OF FOREIGN GRANTS: CONSISTENT WITH ITS MISSION, DURING 2020, AIR PROVIDED 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) LEAD THE DEVELOPMENT AND DELIVERY OF AN EXPERIMENTAL STUDY AND CROP INTERVENTION IN TANZANIA. (3) COLLECT QUANTITATIVE AND QUALITATIVE DATA AT THE FARMING HOUSEHOLD LEVEL FOR THE EVALUATION OF CERTAIN CROPS AND MATERNAL AND INFANT HEALTH IN KENYA. X X 1 MOHAMED HANY ATTALLA 1349 WEST SEMINARY AVE LUTHERVILLE MD 21093 SEE SCHEDULE G, PART IV 0 0 44686 0 GEORGE CHARLES THEOLOGUS 305 CHATHAM DRIVE CHAPEL HILL NC 27516 SEE SCHEDULE G, PART IV 0 0 20000 0 TRANSCENTURY ASSOCIATES 4300 MONTGOMERY AVENUE SUITE 301 BETHESDA MD 20814 SEE SCHEDULE G, PART IV 0 0 18696 0 LOHFELD CONSULTING GROUP 940 SOUTH RIVER LANDING ROAD EDGEWATER MD 21037 SEE SCHEDULE G, PART IV 0 0 18558 0 LOIS TARDIO 2223 WILLIAMS STREET DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 17031 0 CORINNE LIBBY 6045 18TH ST N ARLINGTON VA 22205 SEE SCHEDULE G, PART IV 0 0 15600 0 KUMU PTY LTD 6/33 LINDEN STREET BRUNSWICK EAST VICTORIA AS 3057 SEE SCHEDULE G, PART IV 0 0 15037 0 CAROLYN L CRABTREE 4443 AUDREE LN NE BREMERTON WA 98310 SEE SCHEDULE G, PART IV 0 0 13112 0 POLICY TRANSLATION LLC 9507 THORNHILL RD SILVER SPRING MD 20901 SEE SCHEDULE G, PART IV 0 0 12308 0 RAYMOND A BALESTINO 1752 WILLOW SPRINGS DRIVE SYKESVILLE MD 21784 SEE SCHEDULE G, PART IV 0 0 11100 0 186128 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 FURTHER ADVANCE AIR'S MISSION. THE COSTS PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. AIR STAFF ARE NOT HIRED SPECIFICALLY FOR FUNDRAISING ACTIVITIES BUT DO SPEND A PORTION OF THEIR WORK EFFORT TOWARD THE OBJECTIVE. OCCASIONALLY AIR ALSO UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE TOWARD THE FUNDRAISING ACTIVITIES. THE AMOUNT EXPENDED FOR THESE 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 PROVIDE A MULTI-YEAR SOURCE OF REVENUE. 1 THE CAMPBELL COLLABORATION 124 GRANDVIEW ROAD ARDMORE PA 19003 233066027 501(C)(3) 110000 SEE SCHEDULE I, PART IV SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS (SREE) 6003 EXECUTIVE BLVD ROCKVILLE MD 20852 264739791 501(C)(3) 45000 26744 FMV OFFICE SUPPORT FOR FACILITY/IT SERVICES SEE SCHEDULE I, PART IV AMERICAN EDUCATIONAL RESEARCH ASSOCIATION 1430 K ST NW STE 1200 WASHINGTON DC 20005 237003537 501(C)(3) 43000 SEE SCHEDULE I, PART IV EDUCATION WRITERS ASSOCIATION 1825 K ST NW STE 200 WASHINGTON DC 20006 237439790 501(C)(3) 16000 SEE SCHEDULE I, PART IV SECOND HARVEST OF SILICON VALLEY 4001 NORTH FIRST STREET SAN JOSE CA 95134 942614101 501(C)(3) 14250 SEE SCHEDULE I, PART IV DC CENTRAL KITCHEN INC 425 2ND STREET NW WASHINGTON DC 20001 521584936 501(C)(3) 12250 SEE SCHEDULE I, PART IV GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 042717782 501(C)(3) 12250 SEE SCHEDULE I, PART IV MANNA FOOD CENTER INC 12301 OLD COLUMBIA PKE SUITE 200 SILVER SPRING MD 20904 521289203 501(C)(3) 12250 SEE SCHEDULE I, PART IV NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 363203648 501(C)(3) 12250 SEE SCHEDULE I, PART IV NORTHWEST HARVEST EMM PO BOX 12272 SEATTLE WA 98102 910826037 501(C)(3) 9250 SEE SCHEDULE I, PART IV LOAVES AND FISHES COMMUNITY SERVICES 1871 HIGH GROVE LANE NAPERVILLE IL 60540 363786777 501(C)(3) 9250 SEE SCHEDULE I, PART IV MEALS ON WHEELS CENTRAL TEXAS 3227 EAST 5TH STREET AUSTIN TX 78702 237202594 501(C)(3) 9250 SEE SCHEDULE I, PART IV NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC 40 RECTOR ST 5TH FL NEW YORK NY 10006 131655255 501(C)(3) 8500 SEE SCHEDULE I, PART IV FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA 1924 CAPITAL BOULEVARD RALEIGH NC 27604 561283426 501(C)(3) 7250 SEE SCHEDULE I, PART IV FOOD FOR OTHERS INC 2938 PROSPERITY AVE FAIRFAX VA 22031 541777157 501(C)(3) 7250 SEE SCHEDULE I, PART IV NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE INC 2703 7TH STREET BERKELEY CA 94710 463198451 501(C)(3) 6950 SEE SCHEDULE I, PART IV THE INNOCENCE PROJECT INC 40 WORTH STREET SUITE 701 NEW YORK NY 10013 320077563 501(C)(3) 6780 SEE SCHEDULE I, PART IV EDUSEED 901 K ST NW SUITE 700 WASHINGTON DC 20001 522235026 501(C)(3) 6500 SEE SCHEDULE I, PART IV PUBLIC AFFAIRS COUNCIL 2121 K ST NW SUITE 900 WASHINGTON DC 20037 131790733 501(C)(3) 6500 SEE SCHEDULE I, PART IV ASIAN AMERICANS ADVANCING JUSTICE - AAJC INC 1620 L STREET NW SUITE 1050 WASHINGTON DC 20036 133619000 501(C)(3) 5720 SEE SCHEDULE I, PART IV EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 631135091 501(C)(3) 5500 SEE SCHEDULE I, PART IV CENTER FOR HEALTH POLICY DEVELOPMENT 2 MONUMENT SQUARE SUITE 910 PORTLAND ME 04101 521576801 501(C)(3) 5500 SEE SCHEDULE I, PART IV THE BAIL PROJECT PO BOX 750 VENICE CA 90294 814985512 501(C)(3) 5460 SEE SCHEDULE I, PART IV BREAKTHROUGH CENTRAL TEXAS 1050 EAST 11TH SUITE 350 AUSTIN TX 78702 742991346 501(C)(3) 5333 SEE SCHEDULE I, PART IV 24 0 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. SCHEDULE I, PART II, LINE 1, COLUMN (H), A GRANT WAS AWARDED TO: THE CAMPBELL COLLABORATION - SUPPORT TO FURTHER THE CAMPBELL COLLABORATION'S MISSION OF PROMOTING A POSITIVE SOCIAL AND ECONOMIC CHANGE THROUGH THE PRODUCTION AND USE OF SYSTEMATIC REVIEWS AND OTHER EVIDENCE SYNTHESIS OR EVIDENCE BASED POLICY AND PRACTICE SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS - GENERAL SUPPORT AND OFFICE SUPPORT FOR FACILITY/IT SERVICES AMERICAN EDUCATIONAL RESEARCH ASSOCIATION - GENERAL SUPPORT EDUCATION WRITERS ASSOCIATION - SUPPORT FOR VIRTUAL NATIONAL SEMINAR SECOND HARVEST OF SILICON VALLEY - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS DC CENTRAL KITCHEN INC. - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS GREATER BOSTON FOOD BANK - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS MANNA FOOD CENTER INC. - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS NORTHERN ILLINOIS FOOD BANK - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS NORTHWEST HARVEST EMM - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS LOAVES AND FISHES COMMUNITY SERVICES - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS MEALS ON WHEELS CENTRAL TEXAS - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS NAACP LEGAL DEFENSE AND EDUCATIONAL FUND, INC. - SUPPORT NAACP LEGAL DEFENSE AND EDUCATIONAL FUND FOOD FOR OTHERS, INC. - SUPPORT OF COVID-19 RESPONSE EFFORTS AND FOOD BANKS NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE, INC. - SUPPORT NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE'S MISSION OF REDUCING RACIAL AND GENDER DISPARITIES ACROSS THE JUSTICE CONTINUUM THE INNOCENCE PROJECT, INC - SUPPORT THE INNOCENCE PROJECT'S MISSION DEDICATED TO EXONERATING THE WRONGFULLY CONVICTED AND REFORMING THE CRIMINAL JUSTICE SYSTEM EDUSEED - SUPPORT EDUSEED'S MISSION OF PROMOTING EDUCATION AMONG DISADVANTAGED AND UNDER-SERVED COMMUNITIES PUBLIC AFFAIRS COUNCIL - SUPPORT THE MISSION OF PUBLIC AFFAIRS COUNCIL'S MISSION TO ADVANCE THE FIELD OF PUBLIC AFFAIRS AND PROVIDE TOOLS AND RESOURCES THAT ENABLE PUBLIC AFFAIRS EXECUTIVES AND MANAGERS TO ACHIEVE THEIR BUSINESS AND PROFESSIONAL GOALS ASIAN AMERICAN ADVANCING JUSTICE- AAJC, INC. - SUPPORT ASIAN AMERICANS ADVANCING JUSTICE'S MISSION TO ADVANCE CIVIL AND HUMAN RIGHTS FOR ASIAN AMERICANS AND BUILD AND PROMOTE A FAIR AND EQUITABLE SOCIETY FOR ALL EQUAL JUSTICE INITIATIVE - TO SUPPORT EQUAL JUSTICE INITIATIVE'S MISSION TO IMPROVE JUSTICE AND FAIRNESS IN AMERICA FOR THE POOR, DISADVANTAGED, AND INCARCERATED CENTER FOR HEALTH POLICY DEVELOPMENT - NASHP CONFERENCE SPONSORSHIP 2020 THE BAIL PROJECT - SUPPORT BAIL PROJECT'S MISSION TO PAY BAIL FOR PEOPLE IN NEED, REUNITING FAMILIES AND RESTORING THE PRESUMPTION OF INNOCENCE BREAKTHROUGH CENTRAL TEXAS - SUPPORT BREAKTHROUGH CENTRAL TEXAS' MISSION TO PROVIDE INTENSIVE, COMPREHENSIVE AND SUSTAINED PROGRAMMING DESIGNED TO HELP STUDENTS SUCCEED IN SCHOOL AND BECOME FIRST GENERATION COLLEGE GRADUATES 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 726681 0 767700 0 274169 0 57000 0 23147 0 1848697 0 0 0 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 449466 0 271000 0 589689 0 51300 0 12604 0 1374059 0 316150 0 DONA KILPATRICK SECRETARY 272788 0 9174 0 30333 0 50217 0 23239 0 385751 0 0 0 ADAEZE B ENEKWECHI PRESIDENT, IMPAQ LLC 157835 0 75000 0 946236 0 0 0 5632 0 1184703 0 0 0 DWAYNE NORRIS EXEC. VP, CHIEF HUMAN CAP. OFFICER 345007 0 67800 0 1794 0 71290 0 37498 0 523389 0 0 0 JESSICA HEPPEN SR VP, RESEARCH & EVALUATION 343820 0 41700 0 40208 0 40071 0 11925 0 477724 0 0 0 JESSICA JOHNSON SR VP & DIRECTOR, PPSC-B 252213 0 31500 0 98730 0 36982 0 34141 0 453566 0 0 0 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 254663 0 37700 0 18169 0 22947 0 3957 0 337436 0 0 0 DAVID BAKER EXEC. VP, IMPAQ LLC 179280 0 50000 0 337 0 0 0 20227 0 249844 0 0 0 STEPHEN COY ED & CHIEF STRATEGY OFFICER, ASCEND 125965 0 0 0 473369 0 0 0 566 0 599900 0 0 0 DAVID OSHER VP & INSTITUTE FELLOW 362114 0 10000 0 7416 0 57000 0 27373 0 463903 0 0 0 MICHAEL GARET VP & INSTITUTE FELLOW 339465 0 10000 0 10878 0 57000 0 13098 0 430441 0 0 0 LAWRENCE TRAPUZZANO VP, PROGRAM FINANCE 245079 0 38100 0 25056 0 52389 0 31489 0 392113 0 0 0 DAN GOLDHABER VP & DIRECTOR, ALDER 288543 0 33000 0 1794 0 22686 0 29919 0 375942 0 0 0 MICHAEL KIRSCH EXEC. VP & COO 0 0 79600 0 424400 0 0 0 28387 0 532387 0 0 0 PART I, LINE 1A AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR PERSONS LISTED ON PART VII, SECTION A, LINE 1A. SUCH AUTHORIZATIONS REQUIRE A MEDICAL PURPOSE OR CIRCUMSTANCE SUPPORTING THE BUSINESS NEED. AIR LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY TO 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. USES FOR PERSONAL PURPOSES ARE GENERALLY, DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. 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 DEFERRED COMPENSATION PLAN PURSUANT TO ADVANCE REVIEW AND 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. 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 $25,918 WAS AWARDED (NEITHER VESTED NOR PAID) TO DWAYNE NORRIS, CHIEF HUMAN CAPITAL OFFICER DURING 2020. PAYMENTS, IN 2020, OF FULLY VESTED PORTIONS OF DEFERRED COMPENSATION AWARDS MADE PRIOR TO 2020 ARE DETAILED IN PART II, COLUMN F. 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: PAYMENT IN 2020 OF $384,541 TO MARIJO AHLGRIMM REPRESENTING THE CUMULATIVE VESTING OF INDIVIDUAL, ANNUAL DEFERRED COMPENSATION AWARDS MADE DURING THE FIVE YEARS PRIOR TO 2020 PURSUANT TO THE TERMS OF THE NON-QUALIFIED COMPENSATION PLAN. PAYMENTS IN 2020 OF $264,263 TO DAVID MYERS AND $200,000 TO MARIJO AHLGRIMM, MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS: PAYMENTS WERE MADE IN 2020 TO SEVERAL FORMER OFFICERS OF IMPAQ LLC. IMPAQ LLC WAS ACQUIRED BY AIR IN MAY 2020. THE PAYMENTS TO THE FORMER OFFICERS, $850,000 AND $58,333 TO ADAEZE ENEKWECHI AND $400,000 AND $33,939 TO STEPHEN COY, WERE MADE PURSUANT TO FULLY VESTED, CHANGE IN CONTROL AND SEVERANCE PROVISIONS OF APPLICABLE EMPLOYMENT AGREEMENTS. THE CHANGE IN CONTROL PAYMENTS TO THE FORMER IMPAQ LLC OFFICERS WERE FULLY FUNDED TO AIR BY THE SELLERS OF IMPAQ LLC. PAYMENTS OF $424,400 TO MICHAEL KIRSCH AND $53,033 TO JESSICA JOHNSON, WERE MADE IN 2020 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 J, PART II, COLUMN F: REFLECTS PAYMENTS OF FULLY VESTED PORTIONS OF PRIOR YEARS' DEFERRED COMPENSATION AWARDS (MADE PURSUANT TO THE PROVISIONS OF THE NON-QUALIFIED COMPENSATION PLAN AND PREVIOUSLY REPORTED IN COLUMN C OF SCHEDULE J, PART II FOR THE APPLICABLE AWARD YEARS). SUCH AMOUNTS ARE INCLUDED IN THE 2019 SCHEDULE J, PART II, COLUMN B(III). 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. THE ACTIVITIES REPORTED HEREIN REFLECT THE RESULTS OF OPERATIONS AND FINANCIAL STATUS OF THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR). PURSUANT TO THE PROVISIONS OF THIS FORM 990, THE INFORMATION EXCLUDES THE RESULTS OF LEGAL ENTITIES UNDER AIR'S CONTROL AND OF LEGAL ENTITIES THAT ARE ORGANIZED AS FOR PROFITS. THE FINANCIAL RESULTS HEREIN INCLUDE THOSE OF IMPAQ LLC, ACQUIRED BY AIR, AS OF MAY 18, 2020. 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 EXECUTIVE VP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT COMMITTEE AND COMPENSATION COMMITTEE. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND COMPENSATION COMMITTEES OF THE BOARD AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD 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 AUDITED FINANCIAL STATEMENTS AND ITS 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, AND COMPENSATION 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 VII, SECTION B, LINE 2 CONTINUATION: NEXT FIFTEEN COMMUNICATIONS CORP. 100 MONTGOMERY STREET, SUITE 1650 SAN FRANCISCO, CA 94104 SUBCONTRACTING SERVICES: $3,056,506 FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 9,021,836. MANAGEMENT AND GENERAL EXPENSES 1,046,435. FUNDRAISING EXPENSES 95,875. TOTAL EXPENSES 10,164,146. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 1,055,140. MANAGEMENT AND GENERAL EXPENSES 477,853. FUNDRAISING EXPENSES 67,076. TOTAL EXPENSES 1,600,069. HONORARIA: PROGRAM SERVICE EXPENSES 889,023. MANAGEMENT AND GENERAL EXPENSES 667,666. FUNDRAISING EXPENSES 1,542. TOTAL EXPENSES 1,558,231. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 128,410. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,410. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 39,215,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,215,175. RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 97,981. MANAGEMENT AND GENERAL EXPENSES 27,241. FUNDRAISING EXPENSES 6,477. TOTAL EXPENSES 131,699. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,203. TOTAL EXPENSES 7,203. 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 HAVE MULTI-YEAR DURATIONS. FORM 990, PART IX, LINE 11F INVESTMENT FEES: INVESTMENT FEES EXCLUDE AMOUNTS PAID IN CONNECTION WITH PRIVATE INVESTMENTS. SUCH AMOUNTS ARE REPORTED AS OFFSETS TO THE RETURNS REPORTED FOR THE RESPECTIVE PRIVATE INVESTMENTS INCLUDED AS PART OF THE UNREALIZED INVESTMENT GAINS REPORTED ON PART XI, LINE 5. 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 -4488 120976 AIR ADVANCED KNOWLEDGE NETWORKS LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 611888824 SEE SCHEDULE R, PART VII MD 553753 2557546 AIR IMPAQ INTERNATIONAL LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 522273877 SEE SCHEDULE R, PART VII MD 46835803 11935212 AIR IMPAQ LLC 10420 LITTLE PATUXENT PKWY SUITE 30 COLUMBIA MD 21044 364866143 SEE SCHEDULE R, PART VII MD 15622 5738583 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 EDUCATIONAL SERVICES DE AMERICAN INSTITUTES FOR RESEARCH C 484239 43353 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 15307193 10199241 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 9646409 3548312 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 SOUTHWEST EDUCATIONAL DEVELOPMENT CORP C 5383621 ACTUAL COSTS INCURRED AIR HOLDING COMPANY P 591128 ACTUAL COSTS INCURRED AIR INTERNATIONAL R 252173 ACTUAL COSTS INCURRED AIR EUROPE R 108382 ACTUAL COSTS INCURRED SCHEDULE R, PART I, COLUMN B: IMPAQ INTERNATIONAL LLC AND CERTAIN OF ITS SUBSIDIARIES - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS, ACQUIRED BY AIR IN MAY 2020. ACQUIRED SUBSIDIARIES, REPORTED HEREIN, INCLUDE IMPAQ LLC AND ADVANCED KNOWLEDGE NETWORKS, LLC. AIR IS THE SOLE MEMBER OF IMPAQ INTERNATIONAL LLC. 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. SCHEDULE R, PART II, COLUMN B: LEARNING POINT ASSOCIATES (LPA) - INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF THE FORMER LPA HAVE LARGELY BEEN SUBSUMED BY AIR. FORMER ACTIVITIES AWAIT CLOSEOUT OF COMPLETED, APPLICABLE FEDERAL CONTRACTS. NATIONAL CENTER ON FAMILY HOMELESSNESS (NCFH) - RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. AIR IS THE SOLE MEMBER. THE ACTIVITIES OF NCFH HAVE LARGELY BEEN SUBSUMED BY AIR. FORMER ACTIVITIES AWAIT CLOSEOUT OF COMPLETED, APPLICABLE FEDERAL CONTRACTS. SOUTHWEST EDUCATIONAL DEVELOPMENT CORP. (SEDL) - 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 LARGELY BEEN SUBSUMED BY AIR. FORMER ACTIVITIES AWAIT CLOSEOUT OF COMPLETED, APPLICABLE FEDERAL CONTRACTS. AIR INTERNATIONAL - EDUCATIONAL RESEARCH AND EVALUATION. AIR IS THE SOLE MEMBER. A.I.R. EUROPE - A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISION OF GERMANY AND FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH /EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENT 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 - AN INTERNATIONAL CONSULTING FIRM THAT PROVIDES RESEARCH AND EVALUATION, SURVEYS, INFORMATION MANAGEMENT, AND MODELING AND SIMULATION EXPERTISE TO CLIENTS AROUND THE GLOBE ACQUIRED BY AIR IN NOVEMBER 2020.