AMERICAN COUNCIL ON EDUCATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COUNCIL ON EDUCATION (EIN 53-0196573)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-04-28
- IRS object ID
- 202021199349301607
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T16:32:04-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CliftonLarsonAllen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N Glebe Road Suite 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | 530196573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL ON EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy Jones | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2029399330 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michaela Cromar | PreparerPersonNm |
| PTIN | P00895728 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2020-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-28 | IPDt |
| IP Tm | 17:31:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A31B8943A14933A3BF1B290C164803F9A7DCE6A3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A31B8943A14933A3BF1B290C164803F9A7DCE6A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Theodore R Mitchell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,954,304 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACENET.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CONSENSUS LEADER ON HIGHER EDUCATION ISSUES & COORDINATING BODY FOR UNITED STATES HIGHER ED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 188 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $60,811 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,988,130 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,798,188 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,986,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,639,884 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,132,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,659,442 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,739,091 | PYOtherRevenueAmt |
| CY Other Revenue | $7,644,745 | CYOtherRevenueAmt |
| PY Total Revenue | $35,846,029 | PYTotalRevenueAmt |
| CY Total Revenue | $42,742,259 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $83,461 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $221,036 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,270,525 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,111,816 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $992,178 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,913,331 | PYOtherExpensesAmt |
| CY Other Expenses | $13,775,764 | CYOtherExpensesAmt |
| PY Total Expenses | $35,267,317 | PYTotalExpensesAmt |
| CY Total Expenses | $36,108,616 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $578,712 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,633,643 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,891,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,524,943 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,521,088 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,204,320 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,370,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,320,623 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN COUNCIL ON EDUCATION (ACE) IS A MEMBERSHIP ORGANIZATION THAT MOBALIZES THE HIGHER EDUCATION COMMUNITY TO SHAPE EFFECTIVE PUBLIC POLICY AND FOSTER INNOVATIVE, HIGH-QUALITY PRACTICE. ACE IS THE MAJOR COORDINATING BODY FOR HIGHER EDUCATION IN THE UNITED STATES. FOUNDED IN 1918, ACE SEEKS TO PROVIDE LEADERSHIP AND A UNIFYING VOICE ON KEY HIGHER EDUCATION ISSUES AND TO INFLUENCE PUBLIC POLICY THROUGH REPRESENTATION, RESEARCH, AND PROGRAM INITIATIVES. ACE AIMS TO FOSTER GREATER COLLABORATION AND NEW PARTNERSHIPS WITHIN AND OUTSIDE THE HIGHER EDUCATION COMMUNITY TO HELP COLLEGES AND UNIVERSITIES ANTICIPATE AND ADDRESS THE CHALLENGES OF THE 21ST CENTURY AND CONTRIBUTE TO A STRONGER NATION AND A BETTER WORLD. ACE VALUES INCLUSIVENESS AND DIVERSITY, RECOGNIZES HIGHER EDUCATION'S RESPONSIBILITY TO SOCIETY, AND EMBRACES THE BELIEF THAT WIDESPREAD ACCESS TO EXCELLENT POSTSECONDARY EDUCATIONAL OPPORTUNITIES IS THE CORNERSTONE OF A DEMOCRATIC SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,857,168 | ExpenseAmt |
| Grant | $221,036 | GrantAmt |
| Revenue | $1,328,553 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT: Continuing the American Council on Education's (ACE) decade's long role as a provider of leadership development and educational programming for campus leaders, ACE continues to offer a suite of professional learning services delivered through in person programming and a digital learning platform. The work centers around three critical areas of focus: Equity Minded Leadership, Institutional Transformation, and Student Success. The ACE Fellows program is a year-long, cohort-based apprenticeship experience designed to prepare mid-career professionals for executive leadership positions. ACE also offers additional cohort-based content to facilitate institutional change. ACE conducts original quantitative, qualitative, and mixed methods research, translates scholarly research to practice, and produces a range of major research studies on critical trends in higher education, including the college presidency and the higher education leadership pipeline, internationalization at American colleges and universities, race and ethnicity in higher education, and alternative pathways to postsecondary education. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,463,423 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,607,235 | RevenueAmt |
| Desc | Adult Learning and Educational Credentials:ACE's College Credit Recommendation Service (CREDIT) connects workplace learning and corporate training programs with college credit. ACE CREDIT reviews a wide variety of training programs from courses to examinations, including languages, certifications, and apprenticeship programs. Its work ensures the validity of non-traditional learning and access to and success in postsecondary education and the workforce. Through a contract with Department of Defense, ACE also evaluates military training and experiences to bridge the gap between professional military education and postsecondary education. Through these services, ACE helps adults obtain academic credit for formal courses, training, and experiences taken outside traditional colleges and universities. In conjunction with these services, ACE provides official transcripts to learners through the registry and transcript service. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,576,019 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,189 | RevenueAmt |
| Desc | GOVERNMENT RELATIONS AND PUBLIC AFFAIRS: COORDINATES AND PUBLICIZES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS CONCERNS TO THE FEDERAL GOVERNMENT. ACE PREPARES TESTIMONY FOR CONGRESSIONAL HEARINGS, COMMENTS ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, AND FILES AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION. A KEY BENEFIT OF ACE MEMBERSHIP IS ACCESS TO HIGHER EDUCATION RESEARCH AND PUBLICATIONS. ACE PUBLISHES PAPERS, MONOGRAPHS, RESEARCH REPORTS AND BOOKS ON THE TOPICS OF STUDENT FINANCIAL AID, DEMOGRAPHIC TRENDS IN HIGHER EDUCATION, ACADEMIC PREPARATION FOR COLLEGE, AND THE COLLEGE PRESIDENCY, AMONG OTHER TOPICS. ANOTHER MEANS OF DISSEMINATION OF THIS INFORMATION IS THE ACE ANNUAL MEETING WHICH IS AN IDEAL SETTING FOR NET WORKING WITH COLLEAGUES AND ADDRESSING FUTURE CHALLENGES OF HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,341,034 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,902,035 | RevenueAmt |
| Desc | OTHER PROGRAMS:ACE'S CENTER FOR POLICY RESEARCH AND STRATEGY PROVIDES THOUGHT LEADERSHIP AT THE INTERSECTION OF PUBLIC POLICY AND INSTITUTIONAL STRATEGY. THE CENTER PROVIDES SENIOR COLLEGE LEADERS AND PUBLIC POLICYMAKERS WITH AN EVIDENCE BASE TO RESPONSIBLY PROMOTE EMERGENT PRACTICES IN HIGHER EDUCATION WITH AN EMPHASIS ON LONG-TERM AND SYSTEMIC SOLUTIONS FOR AN EVOLVING HIGHER EDUCATION LANDSCAPE AND CHANGING AMERICAN DEMOGRAPHIC. ACE'S ANNUAL MEETING BRINGS TOGETHER HIGHER EDUCATION LEADERS FROM ALL SECTORS. THE ANNUAL MEETING IS AN EVENT TO NETWORK WITH COLLEAGUES, HEAR ABOUT EMERGING TRENDS FROM NATIONAL THOUGHT LEADERS AND LEARN ABOUT NEW APPROACHES TO CAMPUS CHALLENGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,341,034 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,902,035 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,237,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 325 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 188 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathy Jones | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029399330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DUPONT CIRCLE NW Suite 800 | AddressLine1Txt |
| City | wASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361193 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark P Becker | |||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Paul J LeBlanc | |||||||||
| Vice Chair/Chair Elect | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Barbara R Snyder | |||||||||
| Immediate Past Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Gail O Mellow | |||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jonathan R Alger | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence Bacow | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Roger N Casey | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rebecca Chopp | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James P Clements | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald A Crutcher | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Waded Cruzado | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter M Donohue | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Howard Gillman | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew D Hamilton | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Maria Harper-Marinick | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dianne F Harrison | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shirley V Hoogstra | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy L Killeen | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Chris Kimball | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Raynard S Kington | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Kruger | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Linda A Livingstone | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elaine Maimon | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James B Milliken | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Javier Miyares | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Juan Sanchez Munor | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eloy Ortiz Oakley | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard J Pappas | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GP Bud Peterson | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Pulsipher | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Quillen | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Rao | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Edward J Ray | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark C Reed | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Curry Santora | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jackson N Sasser | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| A Clayton Spencer | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah F Stanley | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Judith C Areen | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Justin S Draeger | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Judy C Miner | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James H Mullen Jr | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Noland | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Suzanne Ortega | |||||||||
| Director - until 03/19 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Theodore Mitchell | |||||||||
| President, Ex Officio | 35.00 | Yes (X) | $726,307 | $0 | $84,328 | ||||
| Terry Hartle - See schedule J | |||||||||
| SVP, DGPA | 35.00 | Yes (X) | $1,012,340 | $0 | $71,722 | ||||
| Philip Rogers | |||||||||
| SVP | 35.00 | Yes (X) | $324,180 | $0 | $59,474 | ||||
| Cathy Jones | |||||||||
| VP, Chief Financial Officer | 35.00 | Yes (X) | $137,908 | $0 | $13,854 | ||||
| Kara Lee | |||||||||
| VP, Administration & CIO | 35.00 | $361,609 | $0 | $52,043 | Yes (X) | ||||
| Peter McDonough | |||||||||
| VP, General Counsel | 35.00 | $346,413 | $0 | $38,321 | Yes (X) | ||||
| Louis Soares | |||||||||
| Chief Learning & Innovation Officer | 35.00 | $327,334 | $0 | $59,921 | Yes (X) | ||||
| Sonya Williams | |||||||||
| VP, Chief HR Officer | 35.00 | $297,644 | $0 | $45,103 | Yes (X) | ||||
| Daniel Madzelan | |||||||||
| AVP, Government Relations | 35.00 | $239,989 | $0 | $28,538 | Yes (X) | ||||
| Andrea Burnett | |||||||||
| AVP, ITS | 35.00 | $233,043 | $0 | $37,454 | Yes (X) | ||||
| Margaret Broad | |||||||||
| Former President | 35.00 | $192,111 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,198,878 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $490,758 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| CREDLY INC | |||||
| 349 5TH AVENUE SUITE 401 | NEW YORK | NY | 10016 | Consulting | $431,451 |
| KECONCO CO LLC | |||||
| 15489 PEACH LEAF DRIVE | NORTH POTOMAC | MD | 20878 | Construction | $326,693 |
| ADDISON GROUP | |||||
| 125 S WACKER DRIVE SUITE 2700 | CHICAGO | IL | 60606 | Consulting | $276,749 |
| OBJECTIVE SYSTEM | |||||
| 514 DANIELS STREET SUITE 298 | RALEIGH | NC | 27605 | Consulting | $208,894 |
| ARENT FOX LLP | |||||
| PO BOX 644672 | PITTSBURGH | PA | 15264 | Consulting | $206,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,830,164 | MembershipDuesAmt |
| Government Grants | $3,521,272 | GovernmentGrantsAmt |
| All Other Contributions | $3,446,752 | AllOtherContributionsAmt |
| Total Contributions | $14,798,188 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENT INCOME | 900099 | $3,998,360 | $3,998,360 |
| TESTING AND REGISTRATION FEES | 900099 | $3,744,323 | $3,744,323 |
| consulting and speaker fees | 900099 | $136,500 | $136,500 |
| INVESTMENT IN JOINT VENTURE | 900099 | -$1,297,771 | -$1,297,771 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,472 | TotalRevenueColumnAmt |
| Exclusion | $58,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,639,884 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,909,108 | TotalRevenueColumnAmt |
| Exclusion | $1,909,108 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,149,080 | TotalRevenueColumnAmt |
| Exclusion | $7,149,080 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,756,192 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,005,858 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,750,334 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,750,334 | TotalRevenueColumnAmt |
| Exclusion | $11,750,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $526,473 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $206,187 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $264,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,686 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GARAGE PARKING | 900099 | $161,747 | $161,747 | |
| THE PRESIDENCY PUBLICATION - ADS | 900099 | $5,125 | $5,125 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,507 | TotalRevenueColumnAmt |
| Exclusion | $8,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $175,379 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,742,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,846,012 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $60,811 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,037,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,036 | TotalAmt |
| Program Services | $221,036 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,908,584 | TotalAmt |
| Program Services | $4,056,242 | ProgramServicesAmt |
| Management And General | $1,582,989 | ManagementAndGeneralAmt |
| Fundraising | $269,353 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,886,254 | TotalAmt |
| Program Services | $8,170,816 | ProgramServicesAmt |
| Management And General | $3,307,509 | ManagementAndGeneralAmt |
| Fundraising | $407,929 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,956 | TotalAmt |
| Program Services | $872,988 | ProgramServicesAmt |
| Management And General | $352,824 | ManagementAndGeneralAmt |
| Fundraising | $41,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,401 | TotalAmt |
| Program Services | $1,360,557 | ProgramServicesAmt |
| Management And General | $539,670 | ManagementAndGeneralAmt |
| Fundraising | $72,174 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,621 | TotalAmt |
| Program Services | $740,844 | ProgramServicesAmt |
| Management And General | $296,273 | ManagementAndGeneralAmt |
| Fundraising | $40,504 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,413 | TotalAmt |
| Program Services | $129,103 | ProgramServicesAmt |
| Management And General | $182,832 | ManagementAndGeneralAmt |
| Fundraising | $4,478 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,722 | TotalAmt |
| Management And General | $69,722 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,840 | TotalAmt |
| Program Services | $78,095 | ProgramServicesAmt |
| Management And General | $19,901 | ManagementAndGeneralAmt |
| Fundraising | $1,844 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,044,874 | TotalAmt |
| Program Services | $3,477,473 | ProgramServicesAmt |
| Management And General | $519,275 | ManagementAndGeneralAmt |
| Fundraising | $48,126 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,099 | TotalAmt |
| Program Services | $69,111 | ProgramServicesAmt |
| Management And General | $22,584 | ManagementAndGeneralAmt |
| Fundraising | $404 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,127 | TotalAmt |
| Program Services | $188,612 | ProgramServicesAmt |
| Management And General | $55,097 | ManagementAndGeneralAmt |
| Fundraising | $1,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,235 | TotalAmt |
| Program Services | $315,827 | ProgramServicesAmt |
| Management And General | $984,128 | ManagementAndGeneralAmt |
| Fundraising | $17,280 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,040 | TotalAmt |
| Program Services | $245,780 | ProgramServicesAmt |
| Management And General | $428,600 | ManagementAndGeneralAmt |
| Fundraising | $8,660 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,627 | TotalAmt |
| Program Services | $998,973 | ProgramServicesAmt |
| Management And General | $35,427 | ManagementAndGeneralAmt |
| Fundraising | $8,227 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,931 | TotalAmt |
| Program Services | $1,391,223 | ProgramServicesAmt |
| Management And General | $38,039 | ManagementAndGeneralAmt |
| Fundraising | $11,669 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,610 | TotalAmt |
| Program Services | $232 | ProgramServicesAmt |
| Management And General | $80,370 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,498 | TotalAmt |
| Program Services | $1,379,459 | ProgramServicesAmt |
| Management And General | $1,318,194 | ManagementAndGeneralAmt |
| Fundraising | $42,845 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,101 | TotalAmt |
| Program Services | $16,210 | ProgramServicesAmt |
| Management And General | $156,318 | ManagementAndGeneralAmt |
| Fundraising | $573 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $689,313 | $258,344 | $421,832 | $9,137 |
| Taxes | $362,424 | $362,424 | ||
| Dues & Publications | $149,732 | $106,580 | $38,258 | $4,894 |
| Staff Training | $87,196 | $65,432 | $21,381 | $383 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,982 | TotalAmt |
| Program Services | $94,707 | ProgramServicesAmt |
| Management And General | $45,147 | ManagementAndGeneralAmt |
| Fundraising | $1,128 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,108,616 | TotalAmt |
| Program Services | $24,237,644 | ProgramServicesAmt |
| Management And General | $10,878,794 | ManagementAndGeneralAmt |
| Fundraising | $992,178 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,515 | BOYAmt |
| EOY | $1,650,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,238 | BOYAmt |
| EOY | $2,317,696 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,298 | BOYAmt |
| EOY | $2,813,029 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,903 | BOYAmt |
| EOY | $51,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,766 | BOYAmt |
| EOY | $498,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,812,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,757,486 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,478,301 | BOYAmt |
| EOY | $11,054,975 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,122,629 | BOYAmt |
| EOY | $55,760,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,464 | BOYAmt |
| EOY | $216,713 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,182,703 | BOYAmt |
| EOY | $10,884,932 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,419 | BOYAmt |
| EOY | $1,276,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,891,236 | BOYAmt |
| EOY | $86,524,943 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,828,920 | BOYAmt |
| EOY | $3,428,932 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,404,115 | BOYAmt |
| EOY | $11,222,607 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,492 | BOYAmt |
| EOY | $1,368,647 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,065,561 | BOYAmt |
| EOY | $5,184,134 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,521,088 | BOYAmt |
| EOY | $21,204,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,358,505 | BOYAmt |
| EOY | $63,073,061 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,011,643 | BOYAmt |
| EOY | $2,247,562 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,370,148 | BOYAmt |
| EOY | $65,320,623 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,891,236 | BOYAmt |
| EOY | $86,524,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,633,643 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,479,601 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$203,567 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $29,343,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,870,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,762,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,988,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,798,188 | CurrentTaxYearAmt |
| Total | $88,762,273 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,317,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,577,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,075,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,464,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,044,955 | CurrentTaxYearAmt |
| Total | $59,480,403 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,660,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,448,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,837,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,452,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,843,143 | CurrentTaxYearAmt |
| Total | $148,242,676 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,200 | CurrentTaxYearAmt |
| Total | $14,700 | 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 Minus1 Year | $2,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,200 | CurrentTaxYearAmt |
| Total | $14,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $148,227,976 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,167,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,065,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,597,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,237,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,058,188 | CurrentTaxYearAmt |
| Total | $31,127,267 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,167,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,065,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,597,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,237,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,058,188 | CurrentTaxYearAmt |
| Total | $31,127,267 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $170,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,379 | CurrentTaxYearAmt |
| Total | $646,041 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,828,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,684,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,507,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,918,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,076,710 | CurrentTaxYearAmt |
| Total | $180,015,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88390 | PublicSupportPY509Pct |
| Investment Income CY | 0.17290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENCY PUBLICATION - ADVERTISING - 2015 Amount: $ 15,702. 2016 Amount: $ 54,365. 2017 Amount: $ 0. 2018 Amount: $ 5,125. Garage Parking - 2015 Amount: $ 0. 2016 Amount: $ 0. 2017 Amount: $ 195,369. 2018 Amount: $ 161,747. Other Revenue - 2015 Amount: $ 154,664. 2016 Amount: $ 17,619. 2017 Amount: $ 32,943. 2018 Amount: $ 8,507. | ExplanationTxt |
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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $281,049 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $281,049 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,033,754 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,314,803 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $182,113 | CurrentYearMinus3Amt |
| Current Year Minus2 | $160,881 | CurrentYearMinus2Amt |
| Current Year Minus1 | $435,054 | CurrentYearMinus1Amt |
| Current Year | $281,049 | CurrentYearAmt |
| Total | $1,059,097 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,678,042 | OtherCostOrOtherBasisAmt |
| Book Value | $2,678,042 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,475,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,478,846 | DepreciationAmt |
| Book Value | $1,996,824 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,837,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,445,688 | DepreciationAmt |
| Book Value | $3,391,867 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,821,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,832,952 | DepreciationAmt |
| Book Value | $2,988,242 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,054,975 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN JOINT VENTURE | $7,884,932 | C |
| Investment in ACUE | $3,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $10,884,932 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREE MEDICARE BENEFIT OBLIGATION | $3,185,721 |
| deferred compensation | $1,630,808 |
| other liabilities | $750 |
| Capital Lease Liability | $41,855 |
| Asset Retirement Obligation | $325,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,184,134 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,297,278 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,479,601 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $32,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$203,567 | OtherRevenueAmt |
| Revenue Not Reported | -$11,651,168 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,948,446 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$206,187 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$206,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,742,259 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,346,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $32,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $206,187 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $238,187 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,108,616 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,108,616 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | ACE has been granted exemption from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and has been further classified as a public charity. ACE derives unrelated business income from publication advertising, duplication and other office services to unrelated third parties, and alternative investments. However, no taxes were payable on such amounts for the years ended September 30, 2019 and 2018, as allowable deductible expenses exceeded unrelated income. ACE has analyzed its tax positions taken or expected to be taken and has concluded that, as of September 30, 2019 and 2018, there are no uncertain tax positions taken or expected to be taken that would require recognition or disclosure in the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Postretirement change other than net periodic benefit cost -203,567. |
| Part XI, Line 4b - Other Adjustments: | COST OF GOODS SOLD -206,187. |
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD 206,187. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BENEDICT COLLEGE | |||||||
| 1600 Harden Street | Columbia | SC | 29204 | 570314365 | 501(C)(3) | $10,000 | 2018-19 ACE/Fidelity Investments Institutional Transformation Award |
| RESEARCH TRIANGLE INSTITUTE | |||||||
| 3040 E Cornwallis Road | Research Triangle Park | NC | 27709 | 560686338 | 501(C)(3) | $98,046 | Race and Ethnicity in Higher Education Report |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 4202 E Fowler Avenue | Tampa | FL | 33620 | 593102112 | 501(C)(3) | $10,000 | 2018-19 ACE/Fidelity Investments Institutional Transformation Award |
| AUSTIN COLLEGE | |||||||
| 900 N Grand Avenue | Sherman | TX | 75090 | 750827409 | 501(C)(3) | $8,000 | Support for 2019 Fellow |
| HOUSTON COMMUNITY COLLEGE SYSTEM | |||||||
| 3100 Main Street | Houston | TX | 77002 | 741709152 | 501(C)(3) | $8,000 | 2019 Fellow Scholarship |
| PRAIRIE VIEW A&M UNIVERSITY | |||||||
| 100 University Drive | Prairie View | TX | 77446 | 746001078 | 501(C)(3) | $8,000 | 2019 Fellow Scholarship |
| SUFFOLK UNIVERSITY | |||||||
| 8 Ashburton Place | Boston | MA | 02108 | 042133255 | 501(C)(3) | $8,000 | 2019 Fellow Scholarship |
| UNIVERSITY OF WISCONSIN | |||||||
| 1725 State Street | La Crosse | WI | 54601 | 391805963 | 501(C)(3) | $6,600 | Student travel stipends |
| DEPAUL UNIVERSITY | |||||||
| 1 East Jackson Blvd | Chicago | IL | 60604 | 362167048 | 501(C)(3) | $7,040 | Student Travel Stipend US Japan COIL Initiative. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Procedures for monitoring use of grant funds in the U.S.: The American Council on Education (ACE) receives a cost reimbursement contract through its Center for Education Attainment and Innovation. Also, ACE gets grant funds from the United States Embassy in Tokyo, Japan. Per Federal Government administrative requirements, ACE ensures that the funds received from federal agencies are being used for their intended purposes and that there are no Single Audit findings that may adversely impact the use of federal funds. Monitoring: ACE is required to perform subrecipient monitoring of the funds it receives from federal sources in order to ensure that the funds are being used for their intended purpose and that there are no Uniform Guidance 2 CFR 200 audit findings that may adversely affect the use of the subrecipient's federal funds. Subrecipient monitoring efforts are a joint effort of program staff and the Finance and Budget staff. As part of the contract requirement for the cost reimbursement contract, ACE was required to put in place an Individual Subcontracting Plan that covers the entire contract period. Monitoring efforts take place during the life of a subaward from application to close-out. All subrecipients are vetted through the System for Award Management (SAM). Performance is monitored by Military Evaluations staff relative to the Subcontracting Plan requirements and performance goals as specified in the agreements. Reporting: ACE is required to submit the Individual Subcontracting Report using the Electronic Subcontracting Reporting System (eSRS) at the end of each reporting period March 31 and September 30. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Theodore Mitchell | ||||||||||||||
| President, Ex Officio | $617,296 | $0 | $107,625 | $0 | $1,386 | $0 | $70,700 | $0 | $13,628 | $0 | $810,635 | $0 | $0 | $0 |
| Terry Hartle - See schedule J | ||||||||||||||
| SVP, DGPA | $386,117 | $0 | $41,264 | $0 | $584,959 | $0 | $55,500 | $0 | $16,222 | $0 | $1,084,062 | $0 | $0 | $0 |
| Philip Rogers | ||||||||||||||
| SVP | $294,627 | $0 | $29,337 | $0 | $216 | $0 | $33,000 | $0 | $26,474 | $0 | $383,654 | $0 | $0 | $0 |
| Cathy Jones | ||||||||||||||
| VP, Chief Financial Officer | $137,248 | $0 | $0 | $0 | $660 | $0 | $0 | $0 | $13,854 | $0 | $151,762 | $0 | $0 | $0 |
| Kara Lee | ||||||||||||||
| VP, Administration & CIO | $313,021 | $0 | $32,152 | $0 | $16,436 | $0 | $33,000 | $0 | $19,043 | $0 | $413,652 | $0 | $0 | $0 |
| Peter McDonough | ||||||||||||||
| VP, General Counsel | $313,422 | $0 | $31,671 | $0 | $1,320 | $0 | $33,000 | $0 | $5,321 | $0 | $384,734 | $0 | $0 | $0 |
| Louis Soares | ||||||||||||||
| Chief Learning & Innovation Officer | $284,165 | $0 | $28,644 | $0 | $14,525 | $0 | $33,000 | $0 | $26,921 | $0 | $387,255 | $0 | $0 | $0 |
| Sonya Williams | ||||||||||||||
| VP, Chief HR Officer | $259,920 | $0 | $25,153 | $0 | $12,571 | $0 | $31,523 | $0 | $13,580 | $0 | $342,747 | $0 | $0 | $0 |
| Daniel Madzelan | ||||||||||||||
| AVP, Government Relations | $219,390 | $0 | $17,551 | $0 | $3,048 | $0 | $26,327 | $0 | $2,211 | $0 | $268,527 | $0 | $0 | $0 |
| Andrea Burnett | ||||||||||||||
| AVP, ITS | $215,376 | $0 | $17,307 | $0 | $360 | $0 | $25,960 | $0 | $11,494 | $0 | $270,497 | $0 | $0 | $0 |
| Margaret Broad | ||||||||||||||
| Former President | $0 | $0 | $0 | $0 | $192,111 | $0 | $0 | $0 | $0 | $0 | $192,111 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Ted Mitchell - Health or Social club dues or initiation Fees; $200 -INCLUDED IN TAXABLE INCOME. |
| Part I, Line 4b | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN AND RECEIVED THE FOLLOWING BENEFITS UNDER THE PLAN: THEODORE MITCHELL; $50,000 TERRY HARTLE; $22,500 Terry Hartle; $581,831-Deferred Compensation Payout for years 2000-2018 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MUTUAL HEALTH INSURANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SONYA WILLIAMS IS A BOD MEMBER AT AMHIC & AN OFFICER AT ACE | RelationshipDescriptionTxt |
| Transaction | $1,984,382 | TransactionAmt |
| Transaction | INSURANCE PREMIUMS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The executive committee is made up of the Board Chair, Vice Chair, and Immediate past Chair, ACE President, Board secretary and four committee chairs. All committee members are on the governing board. The executive act on behalf of the whole board in matters relating to the president, including appointment and compensation. |
| Form 990, Part VI, Section A, line 6 | THE COUNCIL HAS FOUR CLASSES OF VOTING MEMBERS: NATIONAL ASSOCIATION MEMBERS, INSTITUTIONAL MEMBERS, ORGANIZATIONAL MEMBERS, AND AFFILIATE MEMBERS. INSTITUTIONAL MEMBERS consist of colleges and universities, legally authorized to grant degrees, accredited by an agency recognized by the Council for Higher Education Accreditation or by an agency recognized by the Department of Education, upon recommendation of that agency by the President and approval by the Membership Committee, and meet the provisions of below, as approved by the Board of Directors. Each Institutional Member shall be entitled to one delegate and, through that delegate, may cast one vote at Council meetings. ORGANIZATION MEMBERS include: 1. Nonprofit organizations primarily concerned with higher education and whose membership is restricted by local, state, or regional boundaries or other considerations as approved by the Board of Directors. 2. Nonprofit organizations principally engaged in elementary or secondary education and which are local, state, regional, or national in scope, as approved by the Board of Directors. Each Organization Member shall be entitled to one delegate and, through that delegate, may cast one vote at Council meetings. AFFILIATE MEMBERS CONSIST OF THOSE COLLEGES, UNIVERSITIES, AND OTHER POSTSECONDARY INSTITUTIONS THAT OFFER DEGREES, ARE CANDIDATES FOR ACCREDITATION BY AN AGENCY RECOGNIZED BY THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION OR BY AN AGENCY RECOGNIZED BY THE DEPARTMENT OF EDUCATION, UPON RECOMMENDATION OF THAT AGENCY BY THE PRESIDENT AND APPROVAL BY THE MEMBERSHIP COMMITTEE, AND MEET OTHER PROVISIONS IN ACE'S BY-LAWS, AS APPROVED BY THE BOARD OF DIRECTORS. Each Affiliate Member shall be entitled to one delegate and, through that delegate, may cast one vote at Council meetings. ASSOCIATES OF ACE SHALL BE NONVOTING SUBSCRIBERS OF ACE AND CONSIST OF INDIVIDUALS, ORGANIZATIONS, AND OTHER GROUPS CONCERNED WITH HIGHER EDUCATION THAT DO NOT FALL WITHIN THE MEMBERSHIP DEFINITIONS ABOVE, BUT ARE INCLUDED IN THE FOLLOWING CATEGORIES: Branch or Regional Subscribers, such as campuses that are not separately accredited, but under the auspices of a member-eligible institution or system. International Subscribers, such as higher education associations or institutions outside the United States and its territories that are recognized by the appropriate authority in the country. Corporate Subscribers, such as organizations, corporations, and other groups in business and industry that are concerned with higher education. Foundation Subscribers, such as foundations concerned with higher education. Individual Subscribers, such as individuals concerned with higher education. VOTING MEMBERSHIP for National Association Members, Institutional Members, Organization Members or Affiliate Members is limited to institutions that are entitled to exemption under the federal income tax statutes, as either public instrumentalities or institutions organized and operated exclusively for religious, charitable, scientific, literary, or educational purposes, that are exempt under Section 115(a) or Section 501(c)(3) of the Internal Revenue Code of 1954 (or the corresponding provisions of any future United States Internal Revenue Law), and are not private foundations by reason of Sections 509(a)(1) or (2) of the Internal Revenue Code of 1954 (or the corresponding provisions of any future United States Internal Revenue Law), and to those degree-granting, for-profit institutions that are accredited by agencies recognized by the Council for Higher Education Accreditation or by an agency recognized by the Department of Education, upon recommendation of that agency by the President and approval by the Membership Committee. |
| Form 990, Part VI, Section A, line 7a | The Board of Directors is elected by the membership of the organization. |
| Form 990, Part VI, Section A, line 7b | The members of ACE pursuant to Article X of the ACE Constitution retain the right to amend the Constitution by a 2/3 vote of the members. |
| Form 990, Part VI, Section B, line 11b | A draft version of IRS Forms 990 and 990-T are initially circulated among ACE's entire Board prior to filing. The purpose of making the forms available to the entire Board membership is to solicit questions and/or suggestions for improvements to the draft. ACE's Chief Financial Officer (CFO) compiles all comments received from the Board and resolves those matters prior to filing of forms 990 and 990T. ACE's Audit Committee of the Board of Directors is charged with compliance oversight, including the accurate and timely filing of Forms 990 and 990-T. The Audit Committee also periodically receives updates concerning changes to the forms promulgated by the IRS. |
| Form 990, Part VI, Section B, line 12c | ACE's General Counsel Office monitor the Conflict of Interest. Each year, each Covered Person shall complete a Conflict of Interest Disclosure and Declaration Form as annexed to this Policy. ALL RESPONSES TO CONFLICT OF INTEREST QUESTIONNAIRES ARE RECEIVED BY GENERAL COUNSEL. ANY QUESTIONS ARE ADDRESSED AND RESOLVED, ANY OUTSIDE BUSINESS RELATIONSHIPS WITH BUSINESSES DOING BUSINESS WITH THE ORGANIZATION ARE DISCLOSED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IN THE EVENT ANY CONFLICT IS IDENTIFIED, THE AUDIT COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| Form 990, Part VI, Section B, line 15 | The Board of Directors of the American Council on Education (ACE) delegates authority to the Executive Committee to oversee compensation and benefits of certain senior executives of ACE. This year, the ACE Board of Directors retained independent compensation consultants to supply comparable market data related to the President and other ACE officers' compensation. The ACE Executive Committee and Board rely on the comparable market data provided by the compensation consultants to ensure the compensation of the President and other ACE officers is consistent with the market and is reasonable compared to compensation for similar services by similar organizations under similar circumstances. Regarding the President position specifically, the independent compensation consultants have established a peer group of similar organizations which recognizes the primary recruiting sources for the ACE President position. The executive committee of the ACE Board reviews and approves the entire process, including the peer group periodically. The executive committee most recently reviewed and approved the process when the current President was hired in late 2017. The President is also eligible to receive incentive compensation, and the ACE Board uses a formalized and methodical process to determine if the President will receive incentive compensation, and the amount that will be awarded. The President and the Board set goals at the beginning of the year, and report goal achievement results at the end of the year. The committee uses a scorecard to evaluate the President's performance and awards incentive compensation based on the evaluation results. The ACE President is typically paid near the third quartile of the market due to the significant expertise and lengthy experience required. This year, the independent compensation consultants determined that the president was paid within the comparable market. To determine the compensation of other ACE officers, the independent compensation consultants retained by ACE are asked to establish the comparable compensation market using several survey sources of similar not-for-profit organizations, education-focused associations and other similar associations. The ACE officers also receive an incentive compensation opportunity based on organizational and individual success. The compensation consultants are asked to opine whether the ACE officers' compensation is reasonable and within the comparable market. This year, the independent compensation consultants determined that the officers were paid between the market median and market third quartile. |
| Form 990, Part VI, Section C, line 19 | These documents are made available to the public to the extent the financial statements are included in the annual report on the publically available ACE website. Governing documents and the conflict of interest policy are provided to the public upon request. |
| Form 990, Part IX, line 11g | Business Svc Fees: Program service expenses 21,173. Management and general expenses 5,396. Fundraising expenses 500. Total expenses 27,069. Consultants: Program service expenses 1,419,777. Management and general expenses 361,798. Fundraising expenses 33,531. Total expenses 1,815,106. Contracted Personnel: Program service expenses 365,450. Management and general expenses 93,127. Fundraising expenses 8,631. Total expenses 467,208. Honorarium: Program service expenses 42,908. Management and general expenses 10,934. Fundraising expenses 1,013. Total expenses 54,855. Bank and Credit Card Fees: Program service expenses 106,183. Management and general expenses 27,058. Fundraising expenses 2,508. Total expenses 135,749. Recruitment Expense: Program service expenses 22,577. Management and general expenses 5,753. Fundraising expenses 533. Total expenses 28,863. Speakers Fees: Program service expenses 46,893. Management and general expenses 11,950. Fundraising expenses 1,107. Total expenses 59,950. Other Service Fees: Program service expenses 12,789. Management and general expenses 3,259. Fundraising expenses 303. Total expenses 16,351. Sub-awards/Sub-contracts: Program service expenses 1,439,723. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,439,723. |
| Form 990, Part XI, line 9: | POSTRETIREMENT CHANGE OTHER THAN NET PERIODIC BENEFIT COST -203,567. |
Schedule R IRS990ScheduleR
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GED TESTING SERVICE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 GREEN VAL DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275436001 | EIN |
| Primary Activities | TESTING PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Predominate Income | Related | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Share Of Total Income | -$1,297,771 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $7,884,932 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.30000 | OwnershipPct |
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