AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS (EIN 52-2274900)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-14
- IRS object ID
- 202020459349300502
- Schema version
- 2018v3.1
- 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 | 2020-02-14T07:41:06-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES MARESCA & MCQUADE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522274900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF COLLEGIATE | BusinessNameLine1Txt |
| Business Name Line2 | REGISTRARS AND ADMISSIONS OFFICERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2022939161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL V REILLY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022939161 | PhoneNum |
| Signature | 2020-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID JONES | PreparerPersonNm |
| PTIN | P01361002 | PTIN |
| Phone | 2022963306 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-12 | IPDt |
| IP Tm | 08:30:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8135A10533E138772E75B7028466B6AE3A842BF5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 991F6C6DED7B46517071F43E4BED8E068BDFAF7E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL V REILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH STREET NW NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,363,242 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AACRAO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE AND ADVANCE HIGHER EDUCATION BY PROVIDING LEADERSHIP IN ACADEMIC AND ENROLLMENT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $203,685 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $54,635 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,283,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,555,407 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,175,203 | CYProgramServiceRevenueAmt |
| PY Investment Income | $468,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $281,653 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,490 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,318,053 | PYTotalRevenueAmt |
| CY Total Revenue | $10,473,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,362,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,492,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,591,604 | PYOtherExpensesAmt |
| CY Other Expenses | $6,085,659 | CYOtherExpensesAmt |
| PY Total Expenses | $9,955,051 | PYTotalExpensesAmt |
| CY Total Expenses | $10,579,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,363,002 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$106,356 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,024,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,412,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,814,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,596,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,209,666 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,815,760 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE PROFESSIONAL DEVELOPMENT, GUIDELINES AND VOLUNTARY STANDARDS TO BE USED BY HIGHER EDUCATION OFFICIALS REGARDING THE BEST PRACTICES IN RECORDS MANAGEMENT, ADMISSIONS, ENROLLMENT MANAGEMENT, ADMINISTRATIVE INFORMATION TECHNOLOGY AND STUDENT SERVICES. IT ALSO PROVIDES A FORUM FOR DISCUSSION REGARDING POLICY INITIATION AND DEVELOPMENT, INTERPRETATION AND IMPLEMENTATION AT THE INSTITUTIONAL LEVEL AND IN THE GLOBAL EDUCATIONAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,745,139 | ExpenseAmt |
| Revenue | $1,871,795 | RevenueAmt |
| Desc | PROJECTS, CONTRACTS AND CONSULTING - THE ASSOCIATION PROVIDES SERVICES TO UNIVERSITIES AND COLLEGES OF ALL SIZES ACROSS THE U.S., CANADA, AND A VARIETY OF OTHER INTERNATIONAL LOCATIONS IN THE SPECIALIZED AREAS OF STRATEGIC ENROLLMENT MANAGEMENT, STUDENT SERVICES, STAFF DEVELOPMENT, TECHNOLOGY OPTIMIZATION, AND ORGANIZATIONAL OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,319,634 | ExpenseAmt |
| Revenue | $1,883,231 | RevenueAmt |
| Desc | MEETING AND WORKSHOPS - THE ASSOCIATION PROVIDES EDUCATIONAL INFORMATION FOR BOTH MEMBERS AND INTERESTED PUBLIC AND PROVIDES FORUMS FOR DISCUSSION OF ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,176,053 | ExpenseAmt |
| Revenue | $1,701,114 | RevenueAmt |
| Desc | ANNUAL MEETING - THE ASSOCIATION PROVIDES A FORUM FOR MEMBERS AND OTHER EXPERTS IN ADMISSIONS, REGISTRATION, FINANCIAL AID, INSTITUTIONAL RESEARCH AND GOVERNMENT REGULATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $893,749 | $22,670 | COMMUNICATIONS/GOVERNMENT RELATIONS - THE ASSOCIATION PROVIDES MEMBERS WITH UPDATES ON FEDERAL REGULATIONS AND COMPLIANCE ISSUES, CONGRESSIONAL AND AGENCY ACTIVITY, AND HIGHER EDUCATION COVERAGE IN NATIONAL NEWS. | |
| $887,541 | $773,292 | INTERNATIONAL EDUCATION SERVICES - THE ASSOCIATION SERVES AS A RESOURCE CENTER FOR MEMBERS AND THE PUBLIC BY ANSWERING QUESTIONS RELATED TO EDUCATION OUTSIDE THE UNITED STATES. | |
| $370,869 | $3,276,791 | MEMBERSHIP SERVICES - THE ASSOCIATION'S MEMBERSHIP SERVICES ACTIVITIES INCLUDE MAINTAINING AN ACCURATE MEMBERSHIP DATABASE SO AS TO SHARE DIRECTORY INFORMATION WITH MEMBERS, PROVIDING CUSTOMER SERVICE TO MEMBERS, RETENTION OF CURRENT MEMBERS AND RECRUITMENT OF NEW MEMBERS. | $1,500 |
| $329,017 | $646,310 | PUBLICATIONS - THE ASSOCIATION OFFERS A WIDE VARIETY OF PUBLICATIONS THAT ASSIST MEMBERS WITH PROFESSIONAL DEVELOPMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,481,176 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,719,063 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,722,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARAH ALEEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022930299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 16TH ST NW STE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LUISA HAVENS PRESIDENT-ELECT | ||||||||
| THEN PRESIDENT (AS OF 4/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TINA FALKNER PRESIDENT THEN | ||||||||
| PAST PRESIDENT (AS OF 4/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STAN DEMERRITT | ||||||||
| VP - FINANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM BOUSE | ||||||||
| PAST PRESIDENT (UNTIL 4/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACK MINER VP FINANCE THEN | ||||||||
| PRESIDENT ELECT (AS OF 4/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TAMMY AAGARD | ||||||||
| VP - ADMISSIONS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTI WOLD-MCCORMICK VP | ||||||||
| RECORDS & ACADEMIC SERV. (AS OF 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARA MEDLEY VP FOR RECORDS | ||||||||
| AND ACADEMIC SERVICES (UNTIL 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MCCONAHAY | ||||||||
| VP FOR INFORMATION TECH. | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY ROBINSON | ||||||||
| VP FOR ACCESS & EQUITY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER MINKE VP INT'L | ||||||||
| EDUCATION | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY MONTAG VP LEAD MGMT | ||||||||
| DEV. | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM AMYX | ||||||||
| VP AT LARGE (AS OF 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA KITCH | ||||||||
| VP AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACKIE CARTER | ||||||||
| VP AT LARGE (UNTIL 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL REILLY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $350,739 | $0 | $48,262 | |||
| THOMAS GREEN | ||||||||
| ASSOC. EXE. DIRECTOR | 40.00 | $233,471 | $0 | $50,880 | Yes (X) | |||
| JANIE BARNETT | ||||||||
| ASSOC. EXE. DIRECTOR | 40.00 | $187,213 | $0 | $46,412 | Yes (X) | |||
| MELANIE GOTTLIEB | ||||||||
| DEPUTY DIRECTOR | 40.00 | $175,951 | $0 | $38,381 | Yes (X) | |||
| WILLIAM GIL | ||||||||
| DIR. GOVT. RELATIONS | 40.00 | $154,429 | $0 | $18,593 | Yes (X) | |||
| MICHELE SANDLIN DIRECTOR OF | ||||||||
| CONSULTING & BUSINESS DEV. | 40.00 | $140,499 | $0 | $29,303 | Yes (X) | |||
| WENDY KILGORE | ||||||||
| DIRECTOR RESEARCH | 40.00 | $128,266 | $0 | $30,825 | Yes (X) | |||
| GREGORY OSBURN | ||||||||
| DIRECTOR IT | 40.00 | $123,127 | $0 | $21,177 | Yes (X) | |||
| MARTHA HENEBRY | ||||||||
| DIRECTOR PUBLICATIONS | 40.00 | $121,637 | $0 | $22,810 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,615,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $306,643 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KALMIA CONSTRUCTION COMPANY | |||||
| 10230 SOUTHARD DRIVE | BELTSVILLE | MD | 20705 | CONSTRUCTION | $908,839 |
| JONES MARESCA & MCQUADE PA | |||||
| 1730 RHODE ISLAND AVE NW SUITE 80 | WASHINGTON | DC | 20036 | ACCOUNTING SERVICES | $335,400 |
| PRODUCTION RESOURCE GROUP LLC | |||||
| PO BOX 419470 | BOSTON | MA | 02241 | EVENT DESIGNERS AND PRODUCERS | $314,097 |
| OFFICE IMAGES INC | |||||
| 2099 GAITHER RD SUITE 130 | ROCKVILLE | MD | 20850 | CUSTOM FURNITURE DEALER | $213,600 |
| FONTEVA INC | |||||
| 4420 N FAIRFAX DRIVE SUITE 500 | ARLINGTON | VA | 22203 | INSTALLED AND MANAGED DATABASE SYSTEM | $179,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,505 | AllOtherContributionsAmt |
| Total Contributions | $16,505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $2,957,628 | $2,957,628 |
| SERVICE FEES | 541900 | $2,586,981 | $2,586,981 |
| REGISTRATIONS | 541900 | $2,571,697 | $2,571,697 |
| PUBLICATION SALES | 541900 | $666,499 | $666,499 |
| EXHIBIT FEES | 541900 | $646,577 | $646,577 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $745,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $542,136 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $203,685 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,175,203 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,529 | TotalRevenueColumnAmt |
| Exclusion | $298,529 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,873,005 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,889,881 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,876 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,876 | TotalRevenueColumnAmt |
| Exclusion | -$16,876 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,473,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,971,518 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $203,685 | UnrelatedBusinessRevenueAmt |
| Exclusion | $281,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,592 | TotalAmt |
| Program Services | $726,667 | ProgramServicesAmt |
| Management And General | $368,925 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523,863 | TotalAmt |
| Program Services | $1,667,285 | ProgramServicesAmt |
| Management And General | $856,578 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,559 | TotalAmt |
| Program Services | $163,024 | ProgramServicesAmt |
| Management And General | $77,535 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,589 | TotalAmt |
| Program Services | $259,276 | ProgramServicesAmt |
| Management And General | $123,313 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,955 | TotalAmt |
| Program Services | $180,508 | ProgramServicesAmt |
| Management And General | $69,447 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,000 | TotalAmt |
| Management And General | $330,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,312 | TotalAmt |
| Management And General | $65,312 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,223 | TotalAmt |
| Program Services | $1,206,428 | ProgramServicesAmt |
| Management And General | $130,795 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,327 | TotalAmt |
| Program Services | $18,230 | ProgramServicesAmt |
| Management And General | $3,097 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,472 | TotalAmt |
| Program Services | $231,731 | ProgramServicesAmt |
| Management And General | $192,741 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,132 | TotalAmt |
| Program Services | $16,022 | ProgramServicesAmt |
| Management And General | $42,110 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,995 | TotalAmt |
| Management And General | $179,995 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,155 | TotalAmt |
| Program Services | $285,223 | ProgramServicesAmt |
| Management And General | $127,932 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057,214 | TotalAmt |
| Program Services | $1,747,449 | ProgramServicesAmt |
| Management And General | $309,765 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,690 | TotalAmt |
| Management And General | $227,690 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,905 | TotalAmt |
| Management And General | $398,905 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,536 | TotalAmt |
| Program Services | $1,242 | ProgramServicesAmt |
| Management And General | $56,294 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIPS AND SUBSCRI | $299,344 | $81,882 | $217,462 |
| PRINTING AND PRODUCTION | $93,937 | $89,512 | $4,425 |
| GENERAL TAXES | $54,942 | $9,385 | $45,557 |
| REGISTRATION FEES | $37,118 | $24,964 | $12,154 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,857 | TotalAmt |
| Program Services | $11,674 | ProgramServicesAmt |
| Management And General | $14,183 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,579,717 | TotalAmt |
| Program Services | $6,722,002 | ProgramServicesAmt |
| Management And General | $3,857,715 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583,816 | BOYAmt |
| EOY | $2,222,550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,380 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,300 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,007 | BOYAmt |
| EOY | $545,827 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,511 | BOYAmt |
| EOY | $578,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,497,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $570,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,251,514 | BOYAmt |
| EOY | $7,926,649 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,844,735 | BOYAmt |
| EOY | $10,139,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,024,263 | BOYAmt |
| EOY | $21,412,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,221,555 | BOYAmt |
| EOY | $422,893 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,173 | BOYAmt |
| EOY | $3,042,445 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,756,851 | BOYAmt |
| EOY | $5,725,082 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,018 | BOYAmt |
| EOY | $406,301 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,814,597 | BOYAmt |
| EOY | $9,596,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,357,247 | BOYAmt |
| EOY | $11,337,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,419 | BOYAmt |
| EOY | $478,062 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,209,666 | BOYAmt |
| EOY | $11,815,760 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,024,263 | BOYAmt |
| EOY | $21,412,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$106,356 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$287,550 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,274,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,283,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,505 | CurrentTaxYearAmt |
| Total | $2,871,224 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,687,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,971,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,986,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,358,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,971,518 | CurrentTaxYearAmt |
| Total | $47,975,403 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,961,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,261,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,993,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,641,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,988,023 | CurrentTaxYearAmt |
| Total | $50,846,627 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,272,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,199,300 | CurrentTaxYearMinus1YearAmt |
| Total | $2,761,600 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $174,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,875 | CurrentTaxYearAmt |
| Total | $251,300 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,272,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,373,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,875 | CurrentTaxYearAmt |
| Total | $3,012,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,833,727 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,529 | CurrentTaxYearAmt |
| Total | $1,404,757 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $260,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,529 | CurrentTaxYearAmt |
| Total | $1,404,757 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,635 | CurrentTaxYearAmt |
| Total | $231,944 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,220,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,583,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,323,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,013,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,342,187 | CurrentTaxYearAmt |
| Total | $52,483,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91780 | PublicSupportPY509Pct |
| Investment Income CY | 0.02680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,764,539 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $353,219 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $65,312 | AdministrativeExpensesAmt |
| End Year Balance | $8,052,446 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,302,516 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $529,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $67,867 | AdministrativeExpensesAmt |
| End Year Balance | $7,764,539 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,083,691 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $975,858 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $57,033 | AdministrativeExpensesAmt |
| End Year Balance | $8,302,516 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,170,812 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $650,416 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,537 | AdministrativeExpensesAmt |
| End Year Balance | $7,083,691 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,634,758 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$681,168 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $82,778 | AdministrativeExpensesAmt |
| End Year Balance | $6,170,812 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,656,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,855 | DepreciationAmt |
| Book Value | $7,438,176 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $573,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,637 | DepreciationAmt |
| Book Value | $270,776 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $267,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,207 | DepreciationAmt |
| Book Value | $217,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,926,649 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $406,301 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $406,301 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,120,499 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$287,550 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$287,550 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,408,049 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,312 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $65,312 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,473,361 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,514,405 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,514,405 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,312 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $65,312 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,579,717 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FUND WAS ESTABLISHED FOR THE PURPOSE OF GENERATING A PERMANENT, STEADY STREAM OF INCOME FOR THE ASSOCIATION. |
| PART X, LINE 2: | AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL REILLY | ||||||||||||||
| EXECUTIVE DIRECTOR | $350,739 | $0 | $0 | $0 | $0 | $0 | $34,830 | $0 | $13,432 | $0 | $399,001 | $0 | $0 | $0 |
| THOMAS GREEN | ||||||||||||||
| ASSOC. EXE. DIRECTOR | $233,471 | $0 | $0 | $0 | $0 | $0 | $29,056 | $0 | $21,824 | $0 | $284,351 | $0 | $0 | $0 |
| JANIE BARNETT | ||||||||||||||
| ASSOC. EXE. DIRECTOR | $187,213 | $0 | $0 | $0 | $0 | $0 | $21,836 | $0 | $24,576 | $0 | $233,625 | $0 | $0 | $0 |
| MELANIE GOTTLIEB | ||||||||||||||
| DEPUTY DIRECTOR | $175,951 | $0 | $0 | $0 | $0 | $0 | $21,638 | $0 | $16,743 | $0 | $214,332 | $0 | $0 | $0 |
| WILLIAM GIL | ||||||||||||||
| DIR. GOVT. RELATIONS | $154,429 | $0 | $0 | $0 | $0 | $0 | $17,110 | $0 | $1,483 | $0 | $173,022 | $0 | $0 | $0 |
| MICHELE SANDLIN DIRECTOR OF | ||||||||||||||
| CONSULTING & BUSINESS DEV. | $140,499 | $0 | $0 | $0 | $0 | $0 | $14,501 | $0 | $14,802 | $0 | $169,802 | $0 | $0 | $0 |
| WENDY KILGORE | ||||||||||||||
| DIRECTOR RESEARCH | $128,266 | $0 | $0 | $0 | $0 | $0 | $13,474 | $0 | $17,351 | $0 | $159,091 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA VARIABLE RATE REVENUE BONDS SERIES 2017 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2017-12-28 | BondIssuedDt |
| Issue Price | $6,000,000 | IssuePriceAmt |
| Purpose | PURCHASE OF AND IMPROVEMENTS TO TWO FLOORS IN A BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,000,000 | TotalProceedsAmt |
| Capital Expenditures | $6,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROOKE BARNETT | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF JANIE BARNETT, ASSOCIATE EXECUTIVE DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $51,007 | TransactionAmt |
| Transaction | EMPLOYEE OF THE ASSOCIATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS IS A NONPROFIT, VOLUNTARY, PROFESSIONAL MEMBER ASSOCIATION OF MORE THAN 10,000 HIGHER EDUCATION ADMISSIONS AND REGISTRATION PROFESSIONALS MEMBERS WHO REPRESENT MORE THAN 2,600 INSTITUTIONS AND AGENCIES IN THE UNITED STATES AND IN 28 COUNTRIES AROUND THE WORLD. |
| FORM 990, PART VI, SECTION A, LINE 7A | AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS RECEIVES ITS LEADERSHIP AND DIRECTION FROM ITS MEMBERS. EVERY YEAR AT THE ANNUAL MEETING, THE MEMBERSHIP COMES TOGETHER TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AT THE BUSINESS SESSION OF THE ANNUAL MEETING, THE MEMBERSHIP VOTE ON THE ANNUAL BUDGET AS APPROVED BY THE BOARD OF DIRECTORS AND PRESENTED BY THE AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS VP FINANCE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS' FORM 990 IS FIRST PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM 990 IS SENT TO THE ENTIRE BOARD BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS ANNUALLY REVIEWED BY MANAGEMENT AND BOARD TO ENSURE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATION PARTICIPATES IN ANNUAL COMPENSATION STUDIES CONDUCTED BY AN INDEPENDENT PROFESSIONAL FIRM. THE RESULTS OF THE STUDY ARE RELIED UPON IN DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER SENIOR MANAGEMENT OFFICIALS. THE LAST REVIEW WAS IN 2019. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD. SALARY INCREASES FOR ALL OTHER STAFF MEMBERS ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR AND ALSO REQUIRE APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING/OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,206,428. MANAGEMENT AND GENERAL EXPENSES 130,795. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,337,223. |
| FORM 990, PART XII, LINE 2C | THE PROCESSES FOR AUDITOR APPOINTMENT AND AUDIT OVERSIGHT HAVE NOT CHANGED FROM THE PRIOR YEAR. |
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