ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES (EIN 84-0502574)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-11
- IRS object ID
- 202003169349304880
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T15:56:41-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840502574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Association Of Governing Boards Of | BusinessNameLine1Txt |
| Business Name Line2 | Universities and Colleges | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA NAZARETH | InCareOfNm |
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2022968400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20th Street NW Suite 300 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY STOEVER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2027760814 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce Underwood | PreparerPersonNm |
| PTIN | P00022361 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.255.89.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820203165000036 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5F916F2D4009E942A0513E2CE4DACF6E28AEDC0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D37B491AB1CAEBFC8367D392888D1FDB5C2C65F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY STOEVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20th Street NW300 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,400,856 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agb.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO STRENGTHENING THE PERFORMANCE OF BOARDS OF PUBLIC AND PRIVATE HIGHER EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 285 | TotalVolunteersCnt |
| Total Gross UBI | $153,872 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $871,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $837,200 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,228,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,786,841 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,813,569 | PYInvestmentIncomeAmt |
| CY Investment Income | $573,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $318,520 | PYOtherRevenueAmt |
| CY Other Revenue | $986,798 | CYOtherRevenueAmt |
| PY Total Revenue | $14,232,893 | PYTotalRevenueAmt |
| CY Total Revenue | $13,184,033 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,588,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,949,971 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $375,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,782,160 | PYOtherExpensesAmt |
| CY Other Expenses | $7,822,906 | CYOtherExpensesAmt |
| PY Total Expenses | $14,370,504 | PYTotalExpensesAmt |
| CY Total Expenses | $14,772,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$137,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,588,844 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,997,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,179,565 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,379,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,328,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,618,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,850,915 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES EMPOWERS COLLEGE, UNIVERSITY, AND FOUNDATION BOARDS AND BOARD MEMBERS TO GOVERN WITH KNOWLEDGE AND CONFIDENCE, PROVIDING GUIDANCE AND THOUGHT LEADERSHIP THROUGH EXPERT SERVICES AND RESOURCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,959,200 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,496,298 | RevenueAmt |
| Desc | Conferences, Institutes, Convenings, Workshops, and AGB Consulting: AGB provides various webinars, workshops, convenings, and institutes for member presidents, board chairs, and board members of public and private institutions and institutionally related foundations. In addition to the annual National Conference on Trusteeship in major cities around the nation, AGB offers the annual Board Professionals Conference and Foundation Leadership Forum. AGB also offers a wide range of continuing education opportunities for the boards of member institutions at sites of their own choosing. AGB Consultings Governance Practice Area provides customized assessments for institutional boards, campus leaders, and affiliated foundations; helps boards deepen their understanding of best practices and putting knowledge into action; and provides critical support and guidance for new leadership. The Strategy and Transformation Practice Area helps institutions plan for and lead through consequential change including cost management initiatives, program development, and refinements to the business model and strategic plan. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,907,607 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,523,054 | RevenueAmt |
| Desc | Insights, Research, Tools and Other Resources: In addition to Trusteeship magazine published six times per year for members, AGB publishes books, reports, board statements, blogs, survey findings, webinars, podcasts, and briefings, and offers a Knowledge Center full of these resources organized by trending topics, board fundamentals, institution type, board roles and responsibilities, and resource format type. Additionally, AGB offers New Board Member Orientation for introducing board members to higher education governance, essential board responsibilities, board composition, and boardroom culture. There are three discrete versions of this online program designed for board members from private institutions, public institutions or institutionally related foundations. All three versions provide new and continuing board members with a thorough overview of governance fundamentals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $955,055 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $691,705 | RevenueAmt |
| Desc | Advocacy and Public Policy: AGB works to ensure the views of our members are at the forefront of state and federal policy discussions regarding board governance, institutional leadership, student success, and institutional vitality. We work to improve societys understanding and perception of the value of higher education. And we sponsor a number of other advocacy projects that address pressing issues in higher education. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $104,637 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $75,784 | RevenueAmt |
| Desc | GRANT PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $104,637 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $75,784 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,926,499 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA NAZARETH | PersonNm |
| Phone | 2027760814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 20TH STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Richard D Legon | |||||||||
| President | 40.0 | 0.0 | Yes (X) | $452,541 | $0 | $69,839 | |||
| RODERICK MCDAVIS | |||||||||
| PRINCIPAL | 1.0 | 39.0 | $0 | $334,708 | $59,550 | Yes (X) | |||
| RICHARD A BEYER | |||||||||
| Lead Consultant | 40.0 | 0.0 | $337,810 | $0 | $45,160 | Yes (X) | |||
| HENRY STOEVER | |||||||||
| President and CEO | 39.0 | 1.0 | $288,271 | $0 | $61,596 | Yes (X) | |||
| MARIA NAZARETH | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $219,608 | $0 | $57,608 | Yes (X) | |||
| MERRILL SCHWARTZ | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $208,230 | $0 | $68,584 | Yes (X) | |||
| JAMES HUNDRIESER | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $163,774 | $0 | $22,038 | Yes (X) | |||
| PATRICIA KUNKLE | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $150,140 | $0 | $17,378 | Yes (X) | |||
| STEPHEN ABBOTT | |||||||||
| DIRECTOR OF CORP RELATIONS | 40.0 | 0.0 | $152,587 | $0 | $14,570 | Yes (X) | |||
| HELEN LEITH | |||||||||
| Vice President | 40.0 | 0.0 | $130,961 | $0 | $23,960 | Yes (X) | |||
| CRISTIN TOUTSI-GRIGOS | |||||||||
| DIR. PUB POLICY & STR. COMM. | 40.0 | 0.0 | $110,599 | $0 | $39,917 | Yes (X) | |||
| JULIANA LAING | |||||||||
| Senior Director | 40.0 | 0.0 | $124,442 | $0 | $20,155 | Yes (X) | |||
| ELIZABETH ALVARADO | |||||||||
| DIRECTOR OF AGB CONSULTING | 40.0 | 0.0 | $115,390 | $0 | $24,444 | Yes (X) | |||
| KRISTEN HODGE-CLARK | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $93,371 | $0 | $30,049 | Yes (X) | |||
| Timothy McDonough | |||||||||
| Vice President | 40.0 | 0.0 | $93,987 | $0 | $23,213 | Yes (X) | |||
| DEBORAH HODGE | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0.0 | $83,964 | $0 | $18,309 | Yes (X) | |||
| Mark Kelly | |||||||||
| Vice President | 40.0 | 0.0 | $82,219 | $0 | $14,939 | Yes (X) | |||
| KENNETH KNUEVEN | |||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | $77,301 | $0 | $16,028 | Yes (X) | |||
| ROBERT WATERS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $44,845 | $0 | $3,250 | Yes (X) | |||
| CHRISTINA JACOBS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $20,029 | $0 | $2,000 | Yes (X) | |||
| David Miles | |||||||||
| Chair | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Shauna Ryder Diggs | |||||||||
| Chair | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Beverly Seay | |||||||||
| Director/Vice Chair | 3.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Monroe Miller | |||||||||
| Director/Vice Chair | 3.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Angel Mendez | |||||||||
| Secretary | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Eric P Blackhurst | |||||||||
| DIRECTOR | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| Nelson Carbonell | |||||||||
| DIRECTOR | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| Kathleen Dore | |||||||||
| Director | 1.0 | 3.0 | $0 | $0 | $0 | Yes (X) | |||
| Fred DuVal | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Juliet V Garcia | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Cathy Havener Greer | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Eleanor Horne | |||||||||
| DIRECTOR | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| Mary K Hughes | |||||||||
| DIRECTOR | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| Jeffrey Humber Jr | |||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Leo Lambert | |||||||||
| DIRECTOR | 1.0 | 3.0 | $0 | $0 | $0 | Yes (X) | |||
| Ross A Mugler | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Ronald C Parker | |||||||||
| Director | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| HORACIO VALEIRAS | |||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DIANNE YU | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,950,069 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $334,708 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $632,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CMG PARTNERS LLC | |||||
| 410 BLACKWELL ST SUITE 420 | DURHAM | NC | 27701 | CONSULTING | $285,990 |
| IMAGINATION PUBLISHING | |||||
| 600 W FULTON STREET SUITE 600 | CHICAGO | IL | 60661 | PRINTING AND DESIGN | $238,432 |
| CONNECTADREM LLC | |||||
| 620 HERNDON PARKWAY SUITE 200 | HERNDON | VA | 20170 | DESIGN | $233,000 |
| DENTON US LLP | |||||
| 1900 K ST | WASHINGTON | DC | 20006 | LEGAL | $232,688 |
| TERRENCE MACTAGGART | |||||
| 174 GAYTON LN | WINTHROP | ME | 04364 | CONSULTING | $180,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,500 | RelatedOrganizationsAmt |
| All Other Contributions | $824,700 | AllOtherContributionsAmt |
| Total Contributions | $837,200 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $6,465,080 | $6,465,080 |
| AGB CONSULTING | 900099 | $3,393,373 | $3,393,373 |
| SEMINARS AND WORKSHOPS | 900099 | $786,932 | $786,932 |
| PUBLICATION SALES | 900099 | $141,456 | $141,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,786,841 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $511,937 | TotalRevenueColumnAmt |
| Exclusion | $511,937 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,693 | TotalRevenueColumnAmt |
| Exclusion | $331,693 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $153,872 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $153,872 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,872 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $153,872 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,278,080 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,216,823 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,257 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,257 | TotalRevenueColumnAmt |
| Exclusion | $61,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $501,233 | TotalRevenueColumnAmt |
| Exclusion | $501,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $501,233 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,184,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,786,841 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $153,872 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,406,120 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,699 | TotalAmt |
| Program Services | $978,649 | ProgramServicesAmt |
| Management And General | $968,050 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,040 | TotalAmt |
| Management And General | $317,040 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,239,378 | TotalAmt |
| Program Services | $1,759,009 | ProgramServicesAmt |
| Management And General | $1,251,037 | ManagementAndGeneralAmt |
| Fundraising | $229,332 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,644 | TotalAmt |
| Program Services | $279,215 | ProgramServicesAmt |
| Management And General | $156,081 | ManagementAndGeneralAmt |
| Fundraising | $17,348 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,908 | TotalAmt |
| Program Services | $144,911 | ProgramServicesAmt |
| Management And General | $440,155 | ManagementAndGeneralAmt |
| Fundraising | $12,842 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,302 | TotalAmt |
| Program Services | $261,439 | ProgramServicesAmt |
| Management And General | $117,660 | ManagementAndGeneralAmt |
| Fundraising | $17,203 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,181 | TotalAmt |
| Program Services | $204,629 | ProgramServicesAmt |
| Management And General | $111,796 | ManagementAndGeneralAmt |
| Fundraising | $13,756 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,274 | TotalAmt |
| Program Services | $35,825 | ProgramServicesAmt |
| Management And General | $29,077 | ManagementAndGeneralAmt |
| Fundraising | $2,372 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030,185 | TotalAmt |
| Program Services | $2,486,696 | ProgramServicesAmt |
| Management And General | $543,479 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,665 | TotalAmt |
| Program Services | $505,459 | ProgramServicesAmt |
| Management And General | $206,851 | ManagementAndGeneralAmt |
| Fundraising | $4,355 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,194 | TotalAmt |
| Program Services | $107,860 | ProgramServicesAmt |
| Management And General | $87,290 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,681 | TotalAmt |
| Program Services | $525,211 | ProgramServicesAmt |
| Management And General | $435,346 | ManagementAndGeneralAmt |
| Fundraising | $43,124 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,036 | TotalAmt |
| Program Services | $261,553 | ProgramServicesAmt |
| Management And General | $200,961 | ManagementAndGeneralAmt |
| Fundraising | $13,522 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,263 | TotalAmt |
| Program Services | $586,263 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,050 | TotalAmt |
| Program Services | $144,853 | ProgramServicesAmt |
| Management And General | $107,869 | ManagementAndGeneralAmt |
| Fundraising | $12,328 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,479 | TotalAmt |
| Program Services | $36,082 | ProgramServicesAmt |
| Management And General | $26,448 | ManagementAndGeneralAmt |
| Fundraising | $1,949 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS/CONTINGENCY | $429,246 | $261,288 | $165,327 | $2,631 |
| DUES & SUBSCRIPTIONS | $455,650 | $141,861 | $311,417 | $2,372 |
| PROVISION FOR INVENTORY OBSOL. | $133,002 | $133,002 | $0 | $0 |
| PROVISION FOR BAD DEBT | $60,000 | $60,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,772,877 | TotalAmt |
| Program Services | $8,926,499 | ProgramServicesAmt |
| Management And General | $5,471,190 | ManagementAndGeneralAmt |
| Fundraising | $375,188 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,107 | BOYAmt |
| EOY | $1,355,862 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,680 | BOYAmt |
| EOY | $1,802,216 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,276 | BOYAmt |
| EOY | $1,228,042 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,300 | BOYAmt |
| EOY | $175,528 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,778 | BOYAmt |
| EOY | $297,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,924,210 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,544,622 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,327 | BOYAmt |
| EOY | $379,588 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,846,585 | BOYAmt |
| EOY | $10,166,007 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,919 | BOYAmt |
| EOY | $710,006 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,997,972 | BOYAmt |
| EOY | $16,179,565 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,154 | BOYAmt |
| EOY | $655,129 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,327,594 | BOYAmt |
| EOY | $3,394,495 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,024,107 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,716,584 | BOYAmt |
| EOY | $1,254,919 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,379,332 | BOYAmt |
| EOY | $6,328,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,514,003 | BOYAmt |
| EOY | $9,850,915 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,637 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,618,640 | BOYAmt |
| EOY | $9,850,915 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,997,972 | BOYAmt |
| EOY | $16,179,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,588,844 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$178,881 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,915,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $869,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,514,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $871,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $837,200 | CurrentTaxYearAmt |
| Total | $7,009,263 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,991,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,941,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,730,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,228,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,786,841 | CurrentTaxYearAmt |
| Total | $52,680,300 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,907,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,811,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,244,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,100,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,624,041 | CurrentTaxYearAmt |
| Total | $59,689,563 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,500 | CurrentTaxYearAmt |
| Total | $520,768 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,500 | CurrentTaxYearAmt |
| Total | $520,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $59,168,795 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $693,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,332,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,498,735 | CurrentTaxYearAmt |
| Total | $4,807,599 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $693,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,332,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,498,735 | CurrentTaxYearAmt |
| Total | $4,807,599 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,601,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,438,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,900,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,433,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,122,776 | CurrentTaxYearAmt |
| Total | $64,497,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91739 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93465 | PublicSupportPY509Pct |
| Investment Income CY | 0.07454 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05580 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $24,050 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $18,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $42,050 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule C, Part 1-A, Line 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HIRED A FIRM TO ASSIST WITH ADVOCACY EFFORTS. AGB TRACKED A NUMBER OF ISSUES DURING THE FISCAL YEAR PARTICULARLY THOSE IMPACTING THE FIDUCIARY INTEREST OF TRUSTEES AND BOARDS. Of special focus were issues related to the COVID-19 pandemic, as well as new Title IX regulations, changes to accreditation, and expanded requirements around Section 117 of the Higher Education Act. AGB also leveraged its policy efforts by working with the higher education community and joined several community letters and statements on issues such as student debt, admissions, and tax issues. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,024,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200,581 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $980,000 | OtherExpendituresAmt |
| End Year Balance | $8,244,932 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,582,388 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $456,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,015,000 | OtherExpendituresAmt |
| End Year Balance | $9,024,351 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,973,691 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $938,697 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $330,000 | OtherExpendituresAmt |
| End Year Balance | $9,582,388 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,846,754 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,266,937 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140,000 | OtherExpendituresAmt |
| End Year Balance | $8,973,691 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,302,982 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$141,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $315,000 | OtherExpendituresAmt |
| End Year Balance | $7,846,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,189,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,015,434 | DepreciationAmt |
| Book Value | $174,239 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $314,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,515 | DepreciationAmt |
| Book Value | $104,302 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $419,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,673 | DepreciationAmt |
| Book Value | $101,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $379,588 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $657,667 |
| DEFERRED RENT | $597,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,254,919 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,042,652 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$178,881 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$141,381 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,184,033 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $13,184,033 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,810,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $37,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,772,877 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,772,877 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, Part V, line 4: | Board-designated endowment fund - AGBs Board has designated funds set aside to provide a consistent and predictable flow of unrestricted income to the operating budget on an annual basis and to provide a source of financial stability for AGB in the form of a long-term investment fund, the principal of which should be maintained intact under normal circumstances. |
| SCHEDULE D, PART X, LINE 2: | AGB DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. AGB HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, AGB HAS FILED INTERNAL REVENUE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. AGB BELIEVES THAT THEY ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THERE ARE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HENRY STOEVER | ||||||||||||||
| President and CEO | $238,100 | $0 | $50,000 | $0 | $171 | $0 | $46,105 | $0 | $15,491 | $0 | $349,867 | $0 | $0 | $0 |
| MARIA NAZARETH | ||||||||||||||
| VICE PRESIDENT | $213,348 | $0 | $5,700 | $0 | $560 | $0 | $41,999 | $0 | $15,609 | $0 | $277,216 | $0 | $0 | $0 |
| MERRILL SCHWARTZ | ||||||||||||||
| SENIOR VICE PRESIDENT | $207,371 | $0 | $0 | $0 | $859 | $0 | $42,730 | $0 | $25,854 | $0 | $276,814 | $0 | $0 | $0 |
| JAMES HUNDRIESER | ||||||||||||||
| MANAGING DIRECTOR | $123,853 | $0 | $0 | $0 | $39,921 | $0 | $11,588 | $0 | $10,450 | $0 | $185,812 | $0 | $0 | $0 |
| PATRICIA KUNKLE | ||||||||||||||
| VICE PRESIDENT | $146,945 | $0 | $3,000 | $0 | $195 | $0 | $15,533 | $0 | $1,845 | $0 | $167,518 | $0 | $0 | $0 |
| HELEN LEITH | ||||||||||||||
| Vice President | $126,801 | $0 | $3,600 | $0 | $560 | $0 | $12,867 | $0 | $11,093 | $0 | $154,921 | $0 | $0 | $0 |
| RODERICK MCDAVIS | ||||||||||||||
| PRINCIPAL | $0 | $281,660 | $0 | $50,000 | $0 | $3,048 | $0 | $35,417 | $0 | $24,133 | $0 | $394,258 | $0 | $0 |
| RICHARD A BEYER | ||||||||||||||
| Lead Consultant | $187,279 | $0 | $0 | $0 | $150,531 | $0 | $22,980 | $0 | $22,180 | $0 | $382,970 | $0 | $0 | $0 |
| STEPHEN ABBOTT | ||||||||||||||
| DIRECTOR OF CORP RELATIONS | $121,933 | $0 | $29,000 | $0 | $1,654 | $0 | $12,292 | $0 | $2,278 | $0 | $167,157 | $0 | $0 | $0 |
| CRISTIN TOUTSI-GRIGOS | ||||||||||||||
| DIR. PUB POLICY & STR. COMM. | $107,482 | $0 | $3,000 | $0 | $117 | $0 | $12,300 | $0 | $27,617 | $0 | $150,516 | $0 | $0 | $0 |
| Richard D Legon | ||||||||||||||
| President | $386,873 | $0 | $56,024 | $0 | $9,644 | $0 | $46,377 | $0 | $23,462 | $0 | $522,380 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A: | AGBS PAST PRESIDENT, RICHARD LEGON, HAD A CONTRACT WITH AGB. THE TERMS OF THE CONTRACT STATED THAT THESE EXPENSES SHALL INCLUDE THOSE INCURRED BY MRS. LEGON WHEN SHE IS TRAVELING WITH OR OTHERWISE ASSISTING MR. LEGON IN THE PERFORMANCE OF HIS DUTIES FOR AGB. BUSINESS CLUB DUES WERE PAID FOR MR. LEGON. AGBS PRESIDENT, HENRY STOEVER, HAS A CONTRACT WITH AGB THAT INCLUDES REASONABLE AND DOCUMENTED SPOUSAL TRAVEL EXPENSES FOR MEETINGS AND EVENTS DIRECTLY RELATED TO THE BUSINESS OF AGB. PERSONAL SPOUSAL TRAVEL IS NOT REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION. BUSINESS CLUB DUES ARE NOT PAID FOR MR. STOEVER. |
| SCHEDULE J, PART I, LINE 4B: | 457(B): RICHARD LEGON $19,000, HENRY STOEVER $19,000, MARIA NAZARETH $19,000, AND MERRILL SCHWARTZ $19,000 |
| SCHEDULE J, PART I, LINE 5B: | THE TOTAL ANNUAL FISCAL YEAR COMPENSATION OPPORTUNITY AVAILABLE TO RICHARD BEYER COMPRISES OF A SALARY COMPONENT AND A CONSULTING FEE COMPONENT. THE CONSULTANT FEE COMPONENT VARIABLE PAY IS BASED ON THE NUMBER OF ENGAGEMENTS COMPLETED. THE TOTAL COMPENSATION IS CAPPED IN ACCORDANCE WITH MARKET VALUE. THE TOTAL ANNUAL COMPENSATION OPPORTUNITY AVAILABLE TO JAMES HUNDRIESER COMPRISES OF A SALARY COMPONENT AND A CONSULTING FEE COMPONENT. THE CONSULTANT FEE COMPONENT WAS CAPPED AT THREE BUSINESS STRATEGY CONSULTING ENGAGEMENTS FOR WHICH HE WOULD RECEIVE THE STANDARD AGB CONSULTANT ALLOCATION OF FEES. |
| SCHEDULE J, PART II, LINE 1(B)(II): | RETENTION INCENTIVE BENEFIT - IN 2017, RICHARD LEGON'S DEFERRED COMPENSATION RETIREMENT AND POST-RETIREMENT MEDICAL INSURANCE BENEFITS WERE CONVERTED INTO AN ANNUAL CURRENT INCENTIVE BENEFIT THAT VESTS ANNUALLY PROVIDED THAT HE IS SERVING AS PRESIDENT OF AGB IN ACCORDANCE WITH THE TERMS OF THE AGREEMENT. TOTAL COMPENSATION FROM JANUARY TO JUNE 2019 WAS $337,596. RICHARD LEGON RETIRED FROM AGB EFFECTIVE JULY 1, 2019. RICHARD LEGON ENTERED INTO A TRANSITION SERVICES AGREEMENT WITH AGB IN 2019. TOTAL COMPENSATION OVER 12 MONTHS IS $227,000 PLUS ONE PARKING SPACE. HE RECEIVED $114,945 ON THIS AGREEMENT IN CALENDAR YEAR 2019 WHICH IS INCLUDED ON SCHEDULE J, COLUMN B (I). SEPARATE FROM THE ABOVE, RICHARD LEGON WAS PAID $31,392 FOR CONSULTING SERVICES IN CALENDAR YEAR 2019. THESE PAYMENTS WERE MADE TO HIS CONSULTING FIRM, LEGON CONSULTING LLC. HENRY STOEVERS ANNUAL COMPENSATION IS $450,000. HIS TOTAL COMPENSATION INCLUDES A ONE-TIME OFFSET BONUS OF $150,000. $50,000 OF THIS BONUS WAS RECEIVED IN AUGUST 2019 AND IS REPORTED UNDER LINE 1 (B) (II) DR. RODERICK MCDAVIS TOTAL COMPENSATION INCLUDES AN ANNUAL SALARY OF $300,000, AND AN INCENTIVE AWARD NOT TO EXCEED $120,000. HE RECEIVED A LUMP SUM ONE-TIME BONUS OF $50,000 IN CALENDAR YEAR 2019. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | 990 REVIEW PROCESS: 1. THE FINANCE OFFICE TRANSMITS SCHEDULES AND CHECKLISTS TO THE RETURN PREPARER BY SEPTEMBER 15, 2020, TWO MONTHS BEFORE THE DUE DATE. 2. THE PRESIDENT AND VICE PRESIDENT FOR FINANCE, CONDUCT AN INTERNAL REVIEW OF DRAFT FORMS 990 ON OCTOBER 20, 2020. 3. THE VICE PRESIDENT FOR FINANCE TRANSMITS THE DRAFT FORMS 990 TO AGB'S BOARD OF DIRECTORS BY OCTOBER 23, 2020. 4. THE MEMBERS OF THE AUDIT COMMITTEE HAVE A WEEK FOR REVIEW, COMMENTS AND QUESTIONS AFTER WHICH THE COMMITTEE MEETS ON A CONFERENCE CALL. ALL MEMBERS OF THE BOARD ARE INVITED TO JOIN THE CALL SCHEDULED FOR OCTOBER 30TH AT 2 P.M. (ET). 5. THE REVIEW OF FORM 990 IS CONDUCTED BY THE AUDIT COMMITTEE. PARTICIPATION OF ALL DIRECTORS IS WELCOME AND ENCOURAGED. THE REVIEW BEGINS WITH THE PRESENTATION OF DATA TO THE COMMITTEE BY THE VICE PRESIDENT FOR FINANCE. UNDERLYING DATA THAT SUPPORTS THE RETURNS MAY BE REQUESTED BY THE COMMITTEE. THE COMMITTEE REVIEWS THE RETURNS TO ENSURE THEY ARE CONSISTENT WITH THE FINANCIAL STATEMENTS, THE GOVERNANCE QUESTIONS ARE ANSWERED CORRECTLY, THE DESCRIPTIVE INFORMATION REFLECTS THE POSITION OF AGB, DESCRIPTION OF THE PROGRAMS ARE ACCURATE, AND THE RETURN IS COMPLETE. 6. THE RETURN IS FINALIZED (ON NOVEMBER 5, 2020) NO LATER THAN 10 DAYS BEFORE THE TAX DEADLINE, AND INCLUDES ANY CHANGES SUGGESTED BY THE AUDIT COMMITTEE. 7. DIRECTORS RECEIVE AN EXECUTIVE SUMMARY OF CHANGES (IF ANY) ELECTRONICALLY PRIOR TO FILING OF THE FINAL FORM 990. 8. THE CHAIR OF THE AUDIT COMMITTEE PROVIDES A REPORT ON THE REVIEW OF THE COMPLETED FORM 990 TO THE AGB BOARD AT ITS NEXT SCHEDULED MEETING IN NOVEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C: | STAFF: AGB REQUIRES THAT OFFICERS AND EMPLOYEES WILL PERFORM THEIR DUTIES CONSCIENTIOUSLY, HONESTLY, AND IN ACCORDANCE WITH THE BEST INTERESTS OF THE ASSOCIATION. AGB OFFICERS AND EMPLOYEES MUST NOT USE THEIR POSITION OR THE KNOWLEDGE GAINED AS A RESULT OF THEIR POSITION FOR PRIVATE OR PERSONAL ADVANTAGE. REGARDLESS OF THE CIRCUMSTANCES, IF OFFICERS OR EMPLOYEES SENSE THAT A COURSE OF ACTION THEY HAVE PURSUED, ARE CURRENTLY PURSUING, OR ARE CONTEMPLATING PURSUING MAY INVOLVE THEM IN A CONFLICT OF INTEREST WITH AGB, THEY SHOULD IMMEDIATELY COMMUNICATE ALL THE FACTS TO HIS OR HER SUPERVISOR. ALL STAFF MEMBERS WILL BE ASKED TO COMPLETE AND SIGN THE ATTACHED DISCLOSURE FORM ON AN ANNUAL BASIS. BOARD OF DIRECTORS: THE DIRECTOR HAVING SUCH CONFLICT SHALL NOT PARTICIPATE OR USE ANY PERSONAL INFLUENCE IN THE DISCUSSION OF THE SUBJECT ORMAKE ANY RECOMMENDATIONS REGARDING THE SUBJECT. HOWEVER, THE DIRECTOR WILL BRIEFLY STATE THE NATURE OF THE CONFLICT AND WILL BE EXPECTED TO ANSWER PERTINENT QUESTIONS FROM THE OTHER DIRECTORS WHEN THE DIRECTOR'S KNOWLEDGE OF THE SUBJECT WILL ASSIST THE BOARD. THE MINUTES OF ANY MEETING AT WHICH THE SUBJECT INVOLVING THE CONFLICT IS DISCUSSED SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE CONFLICTED DIRECTOR REFRAINED FROM DISCUSSION, EXCEPT TO THE EXTENT PROVIDED ABOVE, AND DID NOT VOTE ON THE SUBJECT. THE SECRETARY ANNUALLY, AND AT OTHER TIMES ON REQUEST FROM ANY MEMBER OF THE BOARD, SHALL MAKE AVAILABLE TO THE MEMBERS OF THE BOARD COPIES OF THIS POLICY AND THE STATEMENT FOR DISCLOSING CONFLICTS. ANY BOARD MEMBER MAY REQUEST A DETERMINATION FROM THE BOARD AS TO THE EXISTENCE OF A CONFLICT OF INTEREST. THE BOARD'S DECISION, BY MAJORITY VOTE, SHALL BIND THE BOARD MEMBER AND THE BOARD. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | PROCESS TO DETERMINE COMPENSATION OF THE PRESIDENT: PRESIDENTIAL COMPENSATION IS DETERMINED WITH THE USE OF COMPARABILITY DATA RESEARCHED BY A MANAGEMENT/HR CONSULTING FIRM AND DISCUSSED BY AGB'S COMPENSATION COMMITTEE AND GENERAL COUNSEL. DURING THE PROCESS, THE PRESIDENT PRESENTS A DOCUMENT TO THE COMMITTEE OUTLINING HIS GOALS AND ACCOMPLISHMENTS FOR THE PAST YEAR. AFTER REVIEW OF DATA AND THE PRESIDENT'S SELF-ASSESSMENT, THE COMMITTEE DETERMINES WHETHER TO APPROVE THE COMPENSATION. PROCESS TO DETERMINE COMPENSATION OF OFFICERS: COMPENSATION IS DETERMINED WITH THE USE OF COMPARABILITY DATA RESEARCHED BY A MANAGEMENT. AGB'S PRESIDENT & CEO UPDATES THE COMPENSATION COMMITTEE ON SALARY INCREASES TO THE LEADERSHIP TEAM. |
| FORM 990, PART VI, SECTION C, LINE 19: | GOVERNING DOCUMENTS: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST CONFLICT OF INTEREST POLICY: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST FINANCIAL STATEMENTS: PROVIDED UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | Included in Part VII, Section A is $114,945 of compensation Richard Legon received between July 1 and December 31, 2019, for transition services after he retired as an officer on June 30, 2019. This compensation is also included in Part VII, Section B, as he was paid as a non-employee contractor. |
| FORM 990, PART XII, LINE 2C: | OVERSIGHT OF AUDIT: THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTANT FEES TOTAL FEES:2725503 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRINTING/DESIGN TOTAL FEES:230571 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY HELP TOTAL FEES:74111 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB Strategies | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20TH ST NW SUITE 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474663821 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB SEARCH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20TH ST NW SUITE 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271963417 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $5,341,366 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,724,470 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AGB SEARCH LLC | ||
| A | $153,872 | FMV |
| AGB SEARCH LLC | ||
| F | $59,748 | FMV |
| AGB SEARCH LLC | ||
| Q | $58,531 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, PART II, BOX B: | PRIMARY ACTIVITY: ASSIST COLLEGES AND UNIVERSITIES WITH THEIR BUSINESS MODEL. |
| FORM 990, SCHEDULE R, PART IV, BOX B: | PRIMARY ACTIVITY: CONDUCT EXECUTIVE LEVEL SEARCHES FOR UNIVERSITIES/COLLEGES. |
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