ACCESSLEX INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ACCESSLEX INSTITUTE (EIN 23-2719985)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-09-29
- IRS object ID
- 202022739349301642
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-29T17:07:22-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232719985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AccessLex Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER CHAPMAN | InCareOfNm |
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 4846533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 North High Street Suite Ste 400 | AddressLine1Txt |
| City | West Chester | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CHAPMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4846533300 | PhoneNum |
| Signature | 2020-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alycia Solecki | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Preparation | 2020-09-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.136.215.152 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320202735000220 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA2AED7EC531FD64D9817FF51E8D9DA0B4FF8DDF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA2AED7EC531FD64D9817FF51E8D9DA0B4FF8DDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Christopher Chapman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 North High Street | AddressLine1Txt |
| City | West Chester | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $301,983,766 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.accesslex.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | Please refer to Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $75,697 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $163,647,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $135,356,383 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,910,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,575,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $573,415 | PYOtherRevenueAmt |
| CY Other Revenue | $358,859 | CYOtherRevenueAmt |
| PY Total Revenue | $181,130,536 | PYTotalRevenueAmt |
| CY Total Revenue | $153,290,505 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $967,763 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,219,295 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,292,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,060,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $138,967,311 | PYOtherExpensesAmt |
| CY Other Expenses | $117,870,758 | CYOtherExpensesAmt |
| PY Total Expenses | $152,227,192 | PYTotalExpensesAmt |
| CY Total Expenses | $132,150,692 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,903,344 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,139,813 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,769,267,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,251,661,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,072,886,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,634,504,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $696,381,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $617,156,502 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $115,054,637 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $135,530,783 | RevenueAmt |
| Desc | Please refer to Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,237,153 | ExpenseAmt |
| Grant | $2,219,292 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Please refer to Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $125,291,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 798 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 129 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CHAPMAN | PersonNm |
| Phone | 4846533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGH STREET SUITE 400 | AddressLine1Txt |
| City | West Chester | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER P CHAPMAN | |||||||||
| PRESIDENT & CEO | 50.0 | 5.0 | Yes (X) | Yes (X) | $807,744 | $0 | $162,837 | ||
| CHARLES A ALBANO | |||||||||
| FORMER EVP & COO | 0.0 | 0.0 | $388,308 | $0 | $0 | Yes (X) | |||
| DEBRA SWARTZ | |||||||||
| SVP GENERAL COUNSEL & CCO | 50.0 | 5.0 | Yes (X) | $293,867 | $0 | $73,938 | |||
| AARON N TAYLOR | |||||||||
| SVP & ED CEN FOR LEGAL EDU EXC | 50.0 | 0.0 | Yes (X) | $292,636 | $0 | $32,549 | |||
| CYNTHIA A CASSITY SI | |||||||||
| SVP EDUCATION&STRAT. ENGMENT | 50.0 | 0.0 | Yes (X) | $243,857 | $0 | $40,400 | |||
| DAVID J RAMAGE | |||||||||
| VP INVESTMENTS & CORP DEV | 50.0 | 0.0 | Yes (X) | $224,940 | $0 | $41,759 | |||
| JAMES R CASSITY | |||||||||
| VP CORPORATE OPERATIONS | 50.0 | 0.0 | Yes (X) | $215,646 | $0 | $31,566 | |||
| SAMUEL GREENHALGH JR | |||||||||
| VP & CONTROLLER | 50.0 | 5.0 | Yes (X) | $200,982 | $0 | $40,743 | |||
| ROBERT J GREENAWALT | |||||||||
| MANAGING DIR - PORT MGMT | 50.0 | 0.0 | $175,145 | $0 | $40,044 | Yes (X) | |||
| DAVID GETTY | |||||||||
| VP RISK MG&FIN ALYS(END 7/19) | 50.0 | 0.0 | Yes (X) | $180,185 | $0 | $23,236 | |||
| LYSSA THADEN | |||||||||
| MANAGING DIR - BAR REVIEW | 25.0 | 25.0 | $172,414 | $0 | $29,543 | Yes (X) | |||
| CHRISTOPHER D CLEMENT | |||||||||
| DIRECTOR-NETWORK OPS&DATA ARC | 50.0 | 0.0 | $142,039 | $0 | $38,699 | Yes (X) | |||
| TIFFANE COCHRAN | |||||||||
| MANAGING DIRECTOR, RESEARCH | 50.0 | 0.0 | $157,916 | $0 | $21,294 | Yes (X) | |||
| SARA BERMAN | |||||||||
| DIR - PROGRAMS FROM ACADEM | 50.0 | 0.0 | $136,905 | $0 | $27,193 | Yes (X) | |||
| DEBORAH A FABRYKA | |||||||||
| EXEC ASST.& ASST SECRETARY | 50.0 | 0.0 | Yes (X) | $95,463 | $0 | $17,327 | |||
| HANNAH R ARTERIAN | |||||||||
| DIRECTOR (END 4/1/20) | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WH KNIGHT JR | |||||||||
| BOARD CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID BRENNEN | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CLARINE NARDI RIDDLE | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARY CROSSLEY | |||||||||
| DIRECTOR Secretary/Treasurer | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK C DAWKINS | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN A O'ROURKE | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT K RASMUSSEN | |||||||||
| Board Vice Chair | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM KS WANG | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AUSTEN L PARRISH | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS GUTHRIE | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RALPH D SINSHEIMER | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,728,047 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $621,128 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Nelnet | |||||
| 121 South 13th Street WF Suite | LINCOLN | NE | 68508 | Loan Services | $2,631,203 |
| FP 440 1st Street LLC | |||||
| 7600 Wisconsin Ave 11th floor | BETHESDA | MD | 20814 | Rent | $487,006 |
| D-Town Associates | |||||
| 120 Pennsylvania Avenue | MALVERN | PA | 19355 | Rent | $447,473 |
| Monticello Associates | |||||
| 1800 Larimer Street Suite 2100 | DENVER | CO | 80202 | Investment Services | $500,000 |
| Engine Room Technology | |||||
| 1818 Market Street Suite 3310 | PHILADELPHIA | PA | 19103 | Web Developer | $317,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT LOAN PROGRAM | 900099 | $135,332,217 | $135,256,520 | $75,697 |
| REFUND OF GRANTS PAID | 900099 | $24,166 | $24,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $135,356,383 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,830,639 | TotalRevenueColumnAmt |
| Exclusion | $11,830,639 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,762 | TotalRevenueColumnAmt |
| Exclusion | $108,762 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,437,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,693,261 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,744,624 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,744,624 | TotalRevenueColumnAmt |
| Exclusion | $5,744,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $250,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250,097 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $250,097 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,290,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,530,783 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,697 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,684,025 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,295 | TotalAmt |
| Program Services | $1,979,295 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
| Program Services | $240,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,838 | TotalAmt |
| Program Services | $467,006 | ProgramServicesAmt |
| Management And General | $1,756,832 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,801,771 | TotalAmt |
| Program Services | $5,324,364 | ProgramServicesAmt |
| Management And General | $1,477,407 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,584 | TotalAmt |
| Program Services | $148,740 | ProgramServicesAmt |
| Management And General | $343,844 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,226 | TotalAmt |
| Program Services | $1,369,265 | ProgramServicesAmt |
| Management And General | $509,961 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,220 | TotalAmt |
| Program Services | $139,276 | ProgramServicesAmt |
| Management And General | $523,944 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,472 | TotalAmt |
| Program Services | $906,997 | ProgramServicesAmt |
| Management And General | $371,475 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,947 | TotalAmt |
| Management And General | $202,947 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,755 | TotalAmt |
| Management And General | $104,755 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,976 | TotalAmt |
| Program Services | $500,976 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,037,183 | TotalAmt |
| Program Services | $5,848,493 | ProgramServicesAmt |
| Management And General | $188,690 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,169,785 | TotalAmt |
| Program Services | $1,155,670 | ProgramServicesAmt |
| Management And General | $14,115 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,297 | TotalAmt |
| Program Services | $388,285 | ProgramServicesAmt |
| Management And General | $51,012 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,238,976 | TotalAmt |
| Program Services | $1,065,112 | ProgramServicesAmt |
| Management And General | $173,864 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,513 | TotalAmt |
| Program Services | $644,246 | ProgramServicesAmt |
| Management And General | $176,267 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,247 | TotalAmt |
| Program Services | $853,492 | ProgramServicesAmt |
| Management And General | $63,755 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,638 | TotalAmt |
| Program Services | $703,881 | ProgramServicesAmt |
| Management And General | $2,757 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,137,924 | TotalAmt |
| Program Services | $93,137,924 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,241 | TotalAmt |
| Program Services | $140,750 | ProgramServicesAmt |
| Management And General | $529,491 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,786 | TotalAmt |
| Management And General | $367,786 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONSOLIDATION LOAN REBATE FEE | $14,870,280 | $14,870,280 |
| PROGRAM MATERIALS | $39,947 | $39,947 |
| PROVISION FOR LOAN LOSSES | -$4,632,209 | -$4,632,209 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,150,692 | TotalAmt |
| Program Services | $125,291,790 | ProgramServicesAmt |
| Management And General | $6,858,902 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,888 | BOYAmt |
| EOY | $283,949 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,771,138 | BOYAmt |
| EOY | $10,161,555 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,590,944 | BOYAmt |
| EOY | $43,549,229 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,856,027,962 | BOYAmt |
| EOY | $2,436,215,365 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,383,615 | BOYAmt |
| EOY | $30,757,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,206,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,736,005 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,134 | BOYAmt |
| EOY | $1,470,435 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,844,815 | BOYAmt |
| EOY | $566,317,044 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,896,483 | BOYAmt |
| EOY | $162,905,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,267,979 | BOYAmt |
| EOY | $3,251,661,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,128,011 | BOYAmt |
| EOY | $7,343,071 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,389,103 | BOYAmt |
| EOY | $2,625,175,018 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,369,516 | BOYAmt |
| EOY | $1,986,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,886,630 | BOYAmt |
| EOY | $2,634,504,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,381,349 | BOYAmt |
| EOY | $617,156,502 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,381,349 | BOYAmt |
| EOY | $617,156,502 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,267,979 | BOYAmt |
| EOY | $3,251,661,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,139,813 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$97,015,134 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,349,526 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,533,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,855,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,328,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,564,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,280,686 | CurrentTaxYearAmt |
| Total | $778,562,720 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,533,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,855,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,328,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,564,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,280,686 | CurrentTaxYearAmt |
| Total | $778,562,720 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $778,562,720 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,525,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,774,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,783,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,060,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,939,401 | CurrentTaxYearAmt |
| Total | $53,084,388 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,525,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,774,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,783,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,060,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,939,401 | CurrentTaxYearAmt |
| Total | $53,084,388 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $107,679 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,128,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $783,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,866,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,097 | CurrentTaxYearAmt |
| Total | $4,331,531 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,295,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,413,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,978,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,928,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,470,184 | CurrentTaxYearAmt |
| Total | $836,086,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94195 | PublicSupportPY509Pct |
| Investment Income CY | 0.06349 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05304 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,465 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $114,243 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,708 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,174,082 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,291,790 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
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 | $6,743 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,420 | CurrentYearMinus2Amt |
| Current Year Minus1 | $122,854 | CurrentYearMinus1Amt |
| Current Year | $117,708 | CurrentYearAmt |
| Total | $368,725 | 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 |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,481 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,093 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,418 | CurrentYearMinus1Amt |
| Current Year | $3,465 | CurrentYearAmt |
| Total | $14,457 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A | FormAndLineReferenceDesc |
| Explanation | DEVELOP, EDUCATE AND SUPPORT LEGISLATION AND REGULATION THAT PROMOTE ACCESS, AFFORDABILITY AND VALUE AS IT RELATES TO LEGAL EDUCATION, AND OPPOSE LEGISLATION AND REGULATION THAT WOULD LESSEN THE SAME. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,206,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,736,005 | DepreciationAmt |
| Book Value | $1,470,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,470,435 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH AND CASH EQUIV | Desc |
| Book Value | $162,905,970 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $162,905,970 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL RELATED LIABILITIES | $1,390,945 |
| DEFERRED GUARANTEE FEES | $593,959 |
| MISCELLANEOUS | $1,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,986,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,239,331 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$97,015,134 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$59,789 | OtherRevenueAmt |
| Revenue Not Reported | -$97,074,923 | RevenueNotReportedAmt |
| Revenue Subtotal | $134,314,254 | RevenueSubtotalAmt |
| Other Revenues Not Included | $18,976,251 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,976,251 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $153,290,505 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $113,674,043 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $499,602 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $499,602 | ExpensesNotReportedAmt |
| Expenses Subtotal | $113,174,441 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $18,976,251 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,976,251 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $132,150,692 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | LIABILITY FOR UNCERTAIN TAX POSITIONS - FIN 48 (ASC 740) THE COMPANY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES BASED ON A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COMPANY HAS NO UNCERTAIN TAX POSITIONS MEETING THE THRESHOLD. THE COMPANY REMAINS SUBJECT TO FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS FOR THE YEAR ENDED MARCH 31, 2017 TO PRESENT. |
| Schedule D, Part XI, Line 2D | Loan Reserve Trust Defaults $ -59,789 |
| Schedule D, Part XI, Line 4B | Refunded Grants $ 24,166 Deconsolidated Entities Interest Income $ 4,081,805 Consolidated Loan Rebate Fees $ 14,870,280 Total $ 18,976,251 |
| Schedule D, Part XII, Line 2D | Loan Reserve Trust Expenses $ 17,500 Subsidiary Elimination $ 482,102 Total $ 499,602 |
| Schedule D, Part XII, Line 4B | Refunded Grants $ 24,166 Deconsolidated Entities Interest Income $ 4,081,805 Consolidated Loan Rebate Fees $ 14,870,280 Total $ 18,976,251 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $62,643,031 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $22,241,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $84,884,211 | SubtotalSpentAmt |
| Total Spent | $84,884,211 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| American Bar Assc Fund for Justice & Edu | |||||||||
| 321 N Clark Street | Chicago | IL | 60610 | 360723150 | 501(c)(3) | $65,000 | $0 | Cash | Program Support/Research |
| Association for Institutional Research | |||||||||
| 1983 Centre Pointer Blvd 101 | Tallahassee | FL | 32308 | 366149972 | 501(c)(3) | $46,809 | $0 | Cash | Program Support/Research |
| The John Marshall Law School | |||||||||
| 315 S Plymouth Cout | Chicago | IL | 60604 | 362371220 | 501(c)(3) | $40,118 | $0 | Cash | Program Support/Research |
| The State Bar of California | |||||||||
| 180 Howard Street | San Francisco | CA | 94105 | 946001385 | 501(c)(3) | $257,500 | $0 | Cash | Program Support/Research |
| Council on Legal Education Opportunity Inc | |||||||||
| 1101 Mercantile Lane | Largo | MD | 20774 | 454462410 | 501(c)(3) | $50,000 | $0 | Cash | Program Support/Research |
| University of Massachusetts | |||||||||
| 333 South Street Suite 450 | Shrewsbury | MA | 015454176 | 043167352 | 501(c)(3) | $62,331 | $0 | Cash | Program Support/Research |
| University of Arkansas - SPPARK | |||||||||
| PO BOX 1404 | Fayetteville | AR | 72702 | 716003252 | 501(c)(3) | $41,667 | $0 | Cash | Program Support/Research |
| UC Hastings College of Law | |||||||||
| 200 McAllister St | San Francisco | CA | 94102 | 942581680 | 501(c)(3) | $23,320 | $0 | Cash | Program Support/Research |
| American Bar Foundation (ABF) | |||||||||
| 750 North Lake Shore Drive | Chicago | IL | 60611 | 366110271 | 501(c)(3) | $243,643 | $0 | Cash | Program Support/Research |
| UCLA | |||||||||
| 10920 Wilshire Blvd 5th Floor | Los Angeles | CA | 90024 | 956006143 | 501(c)(3) | $250,000 | $0 | Cash | Program Support/Research |
| Northern Illinois University | |||||||||
| Acctt Office Lowden Hall 201 | DeKalb | IL | 60115 | 366008480 | State Agency | $83,229 | $0 | Cash | Program Support/Research |
| University of Cincinnati | |||||||||
| PO Box 210222 | Cinncinnati | OH | 45221 | 316000989 | State Agency | $83,333 | $0 | Cash | Program Support/Research |
| Florida Intl University Board of Trustees | |||||||||
| 11200 SW 8th Street CSC319 | Miami | FL | 33199 | 650177616 | State Agency | $83,233 | $0 | Cash | Program Support/Research |
| University of Texas at El Paso | |||||||||
| 500 W University Avenue | El Paso | TX | 79968 | 746000813 | State Agency | $80,636 | $0 | Cash | Program Support/Research |
| University of Denver Colorado Seminary | |||||||||
| 2199 S University Blvd | Denver | CO | 80210 | 840404231 | 501(c)(3) | $83,333 | $0 | Cash | Program Support/Research |
| Appalachian School of Law - Bar Success | |||||||||
| 1169 Edgewater Drive | Grundy | VA | 24614 | 541743079 | 501(c)(3) | $56,667 | $0 | Cash | Program Support/Research |
| Elon University | |||||||||
| 100 Campus Drive | Elon | NC | 27244 | 560532303 | 501(c)(3) | $12,200 | $0 | Cash | Program Support/Research |
| Law College Assc of the University of AZ | |||||||||
| 1201 East Speedway Blvd | Tuscon | AZ | 85721 | 866037148 | 501(c)(3) | $189,930 | $0 | Cash | Program Support/Research |
| New York Law School | |||||||||
| 185 West Broadway | New York | NY | 10013 | 135645885 | 501(c)(3) | $41,667 | $0 | Cash | Program Support/Research |
| Center for Computer-Assisted Legal Edu | |||||||||
| 565 West Adams Street | Chicago | IL | 60661 | 411429410 | 501(c)(3) | $8,021 | $0 | Cash | Program Support/Research |
| University of Pennsylvania | |||||||||
| 3451 Walnut Street Room P221 | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | $47,352 | $0 | Cash | Program Support/Research |
| The Association of American Law Schools | |||||||||
| 1614 20th Street NW | Washington | DC | 20009 | 941450490 | 501(c)(3) | $50,000 | $0 | Cash | Program Support/Research |
| St John's University School of Law | |||||||||
| 8000 Utopia Parkway | Queens | NY | 11439 | 111630830 | 501(c)(3) | $21,250 | $0 | Cash | Program Support/Research |
| Roger Williams University | |||||||||
| One Old Ferry Road | Bristol | RI | 02809 | 050277222 | 501(c)(3) | $21,250 | $0 | Cash | Program Support/Research |
| Wayne State University | |||||||||
| 5700 Cass Ave Suite 4100 | Detroit | MI | 48202 | 386028429 | 501(c)(3) | $9,504 | $0 | Cash | Program Support/Research |
| Concordia University Chicago | |||||||||
| 7400 Augusta Street | River Forest | IL | 60305 | 362191242 | 501(c)(3) | $8,500 | $0 | Cash | Program Support/Research |
| Syracuse University | |||||||||
| 640 Skytop Road | Syracuse | NY | 13244 | 150532081 | 501(c)(3) | $14,450 | $0 | cash | Program Support/Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Max Scholarships | GrantTypeTxt |
| Recipient | 18 | RecipientCnt |
| Cash Grant | $240,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grant applicants are required to submit applications/proposals and proposed budgets for the use of the funds to the organization. Proposals and budgets are reviewed by staff internally to assess their alignment with the organization's priorities of furthering law school access, affordability and value. Detailed guidelines for the grant programs are available on the organization's website. Selected applicants must enter into a contract with the organization that details the grant deliverables, reporting and payment schedules. Grantees must provide narrative and budget progress reports in accordance with their grant agreements; subsequent payments are contingent upon satisfactory progress being made on the grant. The AccessLex Institute Board of Directors receives quarterly reports on all grant funding decisions. | 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 (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| CHRISTOPHER P CHAPMAN | ||||||
| PRESIDENT & CEO | $604,474 | $183,000 | $20,270 | $127,808 | $35,029 | $970,581 |
| CHARLES A ALBANO | ||||||
| FORMER EVP & COO | $241,477 | $78,300 | $68,531 | $0 | $0 | $388,308 |
| DEBRA SWARTZ | ||||||
| SVP GENERAL COUNSEL & CCO | $235,125 | $57,500 | $1,242 | $56,720 | $17,218 | $367,805 |
| AARON N TAYLOR | ||||||
| SVP & ED CEN FOR LEGAL EDU EXC | $234,846 | $57,250 | $540 | $22,703 | $9,846 | $325,185 |
| CYNTHIA A CASSITY SIBLEY | ||||||
| SVP EDUCATION&STRAT. ENGMENT | $204,615 | $38,000 | $1,242 | $23,226 | $17,174 | $284,257 |
| DAVID J RAMAGE | ||||||
| VP INVESTMENTS & CORP DEV | $187,298 | $36,400 | $1,242 | $14,393 | $27,366 | $266,699 |
| JAMES R CASSITY | ||||||
| VP CORPORATE OPERATIONS | $181,106 | $34,000 | $540 | $14,348 | $17,218 | $247,212 |
| DAVID GETTY | ||||||
| VP RISK MG&FIN ALYS(END 7/19) | $91,562 | $31,000 | $57,623 | $7,325 | $15,911 | $203,421 |
| ROBERT J GREENAWALT | ||||||
| MANAGING DIR - PORT MGMT | $158,471 | $15,500 | $1,174 | $12,678 | $27,366 | $215,189 |
| LYSSA THADEN | ||||||
| MANAGING DIR - BAR REVIEW | $147,308 | $24,000 | $1,106 | $11,784 | $17,759 | $201,957 |
| SAMUEL GREENHALGH JR | ||||||
| VP & CONTROLLER | $167,212 | $33,000 | $770 | $13,377 | $27,366 | $241,725 |
| CHRISTOPHER D CLEMENTS | ||||||
| DIRECTOR-NETWORK OPS&DATA ARC | $141,010 | $0 | $1,029 | $11,281 | $27,418 | $180,738 |
| TIFFANE COCHRAN | ||||||
| MANAGING DIRECTOR, RESEARCH | $143,106 | $14,000 | $810 | $11,448 | $9,846 | $179,210 |
| SARA BERMAN | ||||||
| DIR - PROGRAMS FROM ACADEM | $134,875 | $0 | $2,030 | $9,975 | $17,218 | $164,098 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or Social Club Dues or Initiation Fees | Schedule J, Part I, Line 1a The Organization will reimburse membership fees to health clubs for all employees up to a maximum of $400 per year for any employee who provides sufficient substantiation as required under the Organization's policy related thereto. Severance Payment or Change of Control Payment Schedule J, Part I, Line 4A During the year ended 3/31/2020, Certain individuals received severance payments. These amounts are reported as taxable compensation and are reported on Schedule J, Part II, Line B(III), other reportable compensation. The individuals and amounts are listed below: Charles A. Albano - $66,923 David Getty - $44,538 |
| Supplemental Nonqualified Retirement Plan | Schedule J, Part I, Line 4b Christopher Chapman - $105,408 Debra Swartz - $37,911 Cynthia Cassity - $6,857 Aaron Taylor - $4,286 The organization sponsors an eligible deferred compensation plan described in 457(b) of the Internal Revenue Code which is available to certain, eligible senior executives. Under this plan, eligible executives may defer a portion of their current year cash compensation, subject to the limits imposed by the Internal Revenue Code for such deferrals. The deferred amounts remain subject to any claim of the organization's general creditors until disbursed pursuant to the terms and conditions of the plan, and subject to any other applicable law or regulation. For this reporting period, Christopher Chapman and Debra Swartz were eligible to defer compensation under the plan. The organization sponsors a nonqualified, supplemental retirement plan described in 457(f) of the Internal Revenue Code which is available to certain, eligible senior executives. The plan is unfunded and the assets remain subject to substantial risk of forfeiture prior to vesting and distribution to a participant pursuant to the terms and conditions of the plan. For this reporting period, Christopher Chapman, Debra Swartz, Cynthia Cassity and Aaron Taylor were each eligible to receive an allocation. |
| Non-Fixed Payments | Schedule J, Part I, Line 7 The Organization's Corporate Employee Incentive Program (C-EIP) seeks (1) to emphasize certain near-to-medium term activities that further the Company's long-term mission, goals and objectives; and (2) to reward employees for attaining certain performance levels relating thereto. Each Eligible Employee may be awarded a Bonus Payout subject to the terms and conditions of this C-EIP, including approval by the compensation and benefits committee of the board of directors. Any such Bonus Payout will be disbursed after all required approvals and after such date as may be determined by The Organization's Board of Directors or Chief Executive Officer, as may be appropriate; however, Bonus Payouts traditionally have been disbursed within 120 days of the final day of the applicable fiscal Year. Bonus Payouts are disbursed pursuant to the Organization's payroll procedures and are subject to all applicable withholding taxes and other required or otherwise authorized withholding, if any. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Organization's Mission Accesslex Institute is an organization underpinned by a membership comprised of approximately 200 American Bar Association (ABA)-Approved Nonprofit and State-Affiliated Law Schools and is dedicated to improved educational access for diverse and underrepresented students, increased affordability, and enhanced and lasting value in legal education. This commitment is actualized through our research, grantmaking, policy analysis and advocacy, and educational services activities. Throughout its history, AccessLex Institute has continually evolved to meet the ever-changing challenges and needs of the students and institutions of higher education that we serve. As a strong and leading voice in each of our focus areas, we are driven by strategic initiatives and expanded programs designed to maintain the vibrancy and dynamism of our mission. |
| Form 990, Part III, Line 4a | Statement of Program Service Accomplishment 1 The organization supports its student loan borrowers by facilitating timely repayment through interest rate reduction incentives and providing quality customer service, counseling, issue resolution, default aversion and post default management. The organization also works to ensure that its student loan borrowers are provided with quality and efficient service throughout the duration of the repayment period. |
| Form 990, Part III, Line 4b | Statement of Program Service Accomplishment 2 The organization conducts and sponsors research, policy analysis, services and projects that seek to further its 2025 strategic plan to enhance access, affordability and value of legal education. The 2025 strategic plan enumerates four primary areas of focus to advance the organization's mission: Bar Exam Success: Supports development and distribution of information, education, data, interventions and programs to assist the organization's member law schools and their students in improving bar exam preparation, readiness and ultimate bar passage success. Diversity: Supports development and distribution of information, data, interventions and programs to assist the organization's member law schools and aspiring law students from historically underrepresented racial and socioeconomic backgrounds with increasing the diversity of law schools' admitted students, matriculants, and graduates, while also supporting inclusion and success intiatives. Actionable Data: Supports efforts to encourage the colletion, aggregation and sharing of relevant data by and among those entities which possess data that can advance the organization's mission-based objectives by providing a more data-informed basis for critical decision making by law schools, law student and aspiring law students. Financial Education: Supports development and distribution of information, data, interventions and programs to assist the organization's member law schools and aspiring law students with bridging existing financial literacy gaps and increasing financial capability and success. |
| Form 990, Part VI, Line 2 | Business Relationships Cynthia Cassity and James Cassity have a spousal relationship and both serve as officers of the organization. Form 990, Part VI, Line 6 Members or Stockholders AccessLex Institute is a Delaware nonprofit, non-stock corporation. It is a membership organization whose members, as more specifically defined in its bylaws, are state-operated or otherwise federally tax-exempt law schools located in the United States that are approved by the Council on Legal Education and Admissions to the Bar of the American Bar Association. |
| Form 990, Part VI, Line 7a | Members or Stockholders Who May Elect Pursuant to the Organization's bylaws, the Board of Directors may consist of not more than thirteen directors. The members elect the minimum number of directors necessary to constitute a majority of the total number of directors (the "Class A Directors") then authorized. The remaining directors (the "Class B Directors") are elected by the Class A Directors then serving. |
| Form 990, Part VI, Line 7b | Decisions Subject to Approval The Organization's bylaws provide that the members must approve the following actions of the board of directors: the revocation, repeal, amendment, or modification of certain provisions of the bylaws and the revocation, repeal, amendment or modification of Article X of the organization's Certificate of Incorporation, regarding distributions upon liquidation of the Organization. The Delaware General Corporation Law also provides that certain actions by the Board of Directors be approved by the members. |
| Form 990, Part VI, Line 11b | Form 990 Review Process This IRS Form 990 was prepared by the Organization's management, in consultation with the Organization's external tax accountants and attorneys. Pursuant to the provisions of its charter, the Audit Committee of the Board of Directors reviewed a draft of this Form 990 at a meeting prior to filing. A complete copy of this Form 990, including all required schedules, was made available to each of the Organization's directors prior to its filing with the IRS. |
| Form 990, Part VI, Line 12c | Conflict of Interest Policy Monitoring & Enforcement The Organization's conflict of interest policy requires each interested person (defined as the Organization's directors, officers, and key employees) to disclose any financial interest (certain ownership interest or compensation arrangements) they may have in connection with a proposed transaction between the Organization and a third party. The Board of Directors will determine if such financial interest constitutes a conflict of interest and will employ the policy's procedures for addressing any such conflict. All interested persons provide a written certification annually affirming that they have received and understand the policy and agree to comply with it, and listing any conflicts, business relationships or family relationships that may give rise to a conflict. The Audit Committee of the Board considers all disclosed issues and management monitors and reports any actual or potential conflicts. |
| Form 990, Part VI, Line 15a | Process for Determining Compensation The process for determining the compensation of the President and CEO of the Organization is delegated by the Board of Directors to its Compensation and Benefits Committee, with such committee comprised of outside, independent Directors. It is the practice of the compensation and Benefits Committee to review the performance of the Organization's President and CEO periodically (generally on an annual basis) and to periodically engage a third-party, independent compensation consultant to establish the market compensation range for the position. This consultant generally establishes this range by identifying the compensation of a parallel position at comparable organizations and taking various factors into account, including but not limited to each applicable organization's industry, geographic region, complexity, size, and tax status. The Compensation and Benefits Committee reviews the information from its compensation consultant and any other relevant information, discusses such information outside of the presence of the President and CEO, and authorizes, on the record, any changes to such officer's compensation. |
| Form 990, Part VI, Line 15b | Process for Determining Compensation The process for determining the compensation of other officers of the Organization generally follows the process used for all employees, except for the CEO as described in the answer to Part VI, line 15B herein. Generally, the CEO, or such other person as may be appropriate based on management reporting lines and other relevant factors, conducts an annual performance review of all other officers and key employees, and communicates the results of such review to the reviewed officer or key employee. In addition, the Organization periodically engages a third-party, independent compensation consultant to establish the market compensation range for the applicable positions. This consultant generally establishes this range by identifying the compensation of a parallel position at comparable organizations and taking various factors into account, including but not limited to each applicable organization's industry, geographic region, complexity, size, and tax status. The CEO, generally in consultation with the Human Resources division, approves the establishment of compensation levels for officers or key employees as follows: (1) directly for his/her direct reports, (2) in consultation with applicable officers, for officers and key employees who do not directly report to him/her, except that any changes to the compensation of the Vice President and Controller (as top financial executive) and the senior vice president and chief compliance officer (as top internal audit executive) are subject to the approval of the compensation and benefit committee. |
| Form 990, Part VI, Line 19 | How Documents are Made Available to the Public The Organization's Certificate of Incorporation is a public document on file with the Delaware Secretary of State. The Organization does not make its bylaws and conflict of interest policy available to the public. Its audited financial statements for the most recent three years are freely available on its website. |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets Equity Contribution to AccessLex Bar Success, Inc $ -3,349,526 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Access Funding ABCP-I (ABCP-I) | |||||||||
| C/O ACCESSLEX 10 N High Street | West Chester | PA | 19380 | 232719985 | Inactive | DE | $0 | $0 | AccessLex |
| Program for Educ & Access to Knwldge for | |||||||||
| C/O ACCESSLEX 10 N High Street | West Chester | PA | 19380 | 232719985 | Student Loans | DE | $2,912,484 | $0 | AccessLex |
| Access Funding 2013-1 | |||||||||
| C/O ACCESSLEX 10 N High Street | West Chester | PA | 19380 | 232719985 | Student Loans | DE | $2,199,448 | $129,241,795 | AccessLex |
| Access Funding 2015-1 | |||||||||
| C/O ACCESSLEX 10 N High Street | West Chester | PA | 19380 | 232719985 | Student Loans | DE | $1,233,112 | $93,947,720 | AccessLex |
| Affiliated Loan Program for Students | |||||||||
| C/O ACCESSLEX 10 N High Street | West Chester | PA | 19380 | 232719985 | Student Loans | DE | $1,169,320 | $0 | Accesslex |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Access Group Loan Reserve Trust I | ||||||||||
| Rodney Sq North 1100 N Market St | Wilmington | DE | 19890 | 516522917 | Guarantee Fd | DE | 501(c)(3) | 12 Type I | NA | false |
| AGI Funding Corporation | ||||||||||
| 10 N High Street | West Chester | PA | 19380 | 472218008 | Support Org | DE | 501(c)(3) | 12 Type I | AccessLex | Yes (true) |
| Acesslex Bar Success Inc | ||||||||||
| 10 N High Street | West Chester | PA | 19380 | 842885336 | Support ORG | DE | 501(c)(3) | 12 Type 1 | Accesslex | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Access Funding 2010-A LLC | |||||||||||||
| c/o AccessLex 10 N High Street | West Chester | PA | 19380 | 272762721 | Student Loans | DE | NA | Related | $179,487 | $599,415 | false | Yes (true) | 0.01000 |
| CS ABS Repackaging Trust 2013-A | |||||||||||||
| 11 Madison Ave | New York | NY | 10010 | 466848238 | Student Loans | DE | NA | Related | $179,544 | $933,757 | false | Yes (true) | 0.01000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGILITY LOAN SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH HIGH STREET | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371606855 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AccessLex | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AccessLex to AccessLex Bar Success - 31920 | ||
| R | $3,345,000 | Wire |
| AccessLex Bar Success to AccessLex - 33120 | ||
| Q | $1,500,000 | Wire |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | The related tax-exempt organization, AGI Funding Corporation, was dissolved on March 2, 2020 by unanimous written consent of its Board of Directors and its sole member, AccessLex Institute. AGI Funding Corporation will no longer be reported as a related tax-exempt organization of either AccessLex Institute or any of its subsidiaries beginning in FYE 3/31/2021. | ExplanationTxt |