2020-11-10T10:30:58-06:00 2019-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2019-01-01 366149972 THE ASSOCIATION FOR INSTITUTIONAL RESEARCH ASSO 8503854155 1435 PIEDMONT DR E NO 211 TALLAHASSEE FL 32308 CHRISTINE KELLER EXECUTIVE DIRECTOR 8503854155 2020-11-09 1 STACEY T KOLKA P01371120 8506688100 66.77.128.118 2020-11-09 15:01:14 ES P DBDACAD80FC904CF48F5B7EE4EBB2944754BA0B5 CB4734DD0953E248890D897C8458348F097F5261 2019 2021-01-29 14:40:06Z CHRISTINE KELLER 1435 PIEDMONT DR E SUITE 211 TALLAHASSEE FL 32308 6271178 0 X WWW.AIRWEB.ORG X 1966 FL SEE SCHEDULE O 12 12 33 700 0 0 1934604 2204016 2085965 1852105 48691 74657 62133 154142 4131393 4284920 286276 190025 0 0 2170066 2374815 0 0 0 1938504 2303242 4394846 4868082 -263453 -583162 5001563 4721795 909507 1152753 4092056 3569042 AIR IS A GLOBAL ASSOCIATION THAT EMPOWERS HIGHER EDUCATION PROFESSIONALS AT ALL LEVELS TO UTILIZE DATA, ANALYTICS, INFORMATION, AND EVIDENCE TO MAKE DECISIONS AND TAKE ACTIONS THAT BENEFIT STUDENTS AND INSTITUTIONS AND IMPROVE HIGHER EDUCATION. 0 0 1438405 1731671 PROFESSIONAL DEVELOPMENT & TRAINING AIR PROVIDES NUMEROUS TRAINING & DEVELOPMENT OPPORTUNITIES TO ITS MEMBERS THROUGH 8 ONLINE COURSES, 40+ WEBINARS, AND 2 FACE-TO-FACE SEMINARS. AIR ALSO PROVIDES TRAINING TO THE GENERAL PUBLIC WITH OVER 30 IPEDS TRAINING WORKSHOPS AND ONLINE TUTORIALS. AIR ALSO PROVIDES A BENCHMARKING TOOL FOR IR OFFICES TO IMPROVE EFFICIENCIES BY BEING ABLE TO COMPARE THEIR OFFICES TO OTHER IR OFFICES OF SIMILAR SIZE. 1412617 14000 1305807 CONFERENCES & EVENTS AIR'S ANNUAL CONFERENCE BROUGHT TOGETHER NEARLY 1,8OO IR PROFESSIONALS FOR A 5-DAY EVENT. THE EVENT PROVIDES TRAINING THROUGH 30+ WORKSHOPS, 4OO+ BREAKOUT SESSIONS, AND 1O+ SPEAKER SESSIONS. THE EVENT ALSO PROVIDED MANY OPPORTUNITIES FOR IR PROFESSIONALS TO NETWORK AND LEARN WITH AND FROM THEIR COLLEAGUES FROM ACROSS THE US AND THE WORLD. 213520 174503 225503 RESEARCH & INITIATIVES AIR, IN PARTNERSHIP WITH THE ACCESSLEX INSTITUTE, PROVIDED FUNDING TO 5 GRADUATE STUDENTS FOR RESEARCH AND DISSERTATION WORK. THESE FUNDS PROVIDED THE RECIPIENTS WITH NEEDED RESOURCES TO COMPLETE THEIR RESEARCH, PRESENT THEIR FINDING AND INFLUENCE THE IR PROFESSION. 853079 1522 853079 1522 3917621 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X DIRECTOR OF FINANCE 8503854155 1435 PIEDMONT DR E STE 211 TALLAHASSEE FL 32308 CHRISTINE ROSS DIRECTOR 1.00 X 0 0 0 DAVID TROUTMAN DIRECTOR 1.00 X 0 0 0 ERIC YANG DIRECTOR 1.00 X 0 0 0 HEATHER KELLY VICE PRESIDENT 1.00 X X 0 0 0 MARTIN FORTNER PRESIDENT 1.00 X X 0 0 0 MARY LELIK DIRECTOR 1.00 X 0 0 0 MICHELLE APPEL PAST PRESIDENT 1.00 X X 0 0 0 MICHELLE HANSEN DIRECTOR 1.00 X 0 0 0 PAIGE BORDEN DIRECTOR 1.00 X 0 0 0 SHARI ELLERTSON DIRECTOR 1.00 X 0 0 0 SOON MERZ FLYNN DIRECTOR 1.00 X 0 0 0 WENDY KALLINA DIRECTOR 1.00 X 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR 40.00 X 207740 0 31499 JASON LEWIS DEPUTY DIRECTOR & CFO 40.00 X 160338 0 16498 DARLENA JONES DIRECTOR OF ASSESSMENT AND RESEARCH 40.00 X 104157 0 21617 LEAH ROSS SR DIR FOR RESEARCH AND INITIATIVES 40.00 X 130291 0 13493 ROBINSON NEIDHARDT STRATEGY DIRECTOR OF IT 40.00 X 103622 0 17868 706148 0 100975 5 0 1 0 ACGI 11000 BROKEN LAND PARKWAY 450 COLUMBIA MD 21044 ASSOCIATION MANAGEMENT SYSTEM 245871 CENTERPLATE 700 14TH STREET DENVER CO 80202 FOOD AND BEVERAGE SERVICE 175120 AV MEDIA 9401 SOUTHRIDGE PARK COURT 100 ORLANDO FL 32819 AUDIO VISUAL SERVICE 140585 3 2204016 2204016 CONFERENCES 900099 1648329 1648329 EDUCATIONAL PROGRAMS 900099 203776 203776 1852105 62919 62919 234 234 1997996 1986258 11738 11738 11738 COMMISSIONS 900099 115123 115123 OTHER INCOME 900099 23478 23478 REBATES 900099 15307 15307 153908 4284920 2006013 0 74891 X 176025 176025 14000 14000 416075 332860 83215 1454773 1163818 290955 179745 143796 35949 190597 152478 38119 133625 106900 26725 11258 9006 2252 27541 22033 5508 517140 398463 118677 2001 2001 89028 71222 17806 469911 375929 93982 104671 83737 20934 338591 270873 67718 308263 246610 61653 172149 137719 34430 14468 11574 2894 STAFF DEVELOPMENT 118696 94957 23739 BANKING AND FEES 67341 53873 13468 MISCELLANEOUS EXPENSE 52834 42267 10567 FOOD AND BEVERAGE 9350 7480 1870 4868082 3917621 950461 0 1399330 376572 298256 438231 30223 56026 186826 191208 1433478 491642 636296 941836 1902026 2169316 548606 548606 5001563 4721795 287786 310736 487599 676625 134122 165392 909507 1152753 X 4038858 3514643 53199 54399 4092056 3569042 5001563 4721795 -583162 60148 0 X 0 1 X 1 1 1 X 1939227 2432174 2322411 1934604 2298842 10927258 1893754 1810138 1984260 2085965 1911187 9685304 9377 18180 32948 60505 3842358 4260492 4339619 4020569 4210029 20673067 0 0 0 20673067 32602 37851 49100 65851 63153 248557 32602 37851 49100 65851 63153 248557 48135 61913 110048 3874960 4298343 4436854 4148333 4273182 21031672 0.98290 0.98540 0.01180 0.00930 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2017 AMOUNT: $ 48,135. 2018 AMOUNT: $ 61,913. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54721 1200 1522 54399 64876 1000 1898 9257 54721 67398 1100 3622 64876 67473 2390 2465 67398 68211 2599 3337 67473 1.00000 0 0 1433478 491642 941836 941836 ASSETS HELD FOR SALE 548606 548606 ACCRUED LEAVE 165392 165392 4345068 60148 60148 4284920 0 4284920 4868082 0 4868082 0 4868082 PART V: ENDOWMENT FUNDS LINE 4 THE SCHOLARSHIP FUNDS ARE ISSUED TO INSTITUTIONAL RESEARCHERS TO OBTAIN PROFESSIONAL TRAINING AND EDUCATION PROVIDED BY THE ASSOCIATION. PART X: OTHER LIABILITIES LINE 2 WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2015 AND PRIOR. 1 INDIANA UNIVERSITY 940 E SEVENTH STREET BLOOMINGTON IN 47405 356001673 170(C) 24600 RESEARCH GRANT TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 170(C) 49978 RESEARCH GRANT RESEARCH FOUNDATION FOR STATE UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 12201 141368361 170(C) 49925 RESEARCH GRANT UNIVERSITY OF TENNESSEE 1502 CUMBERLAND AVENUE SUITE 282 KNOXVILLE TN 37996 626001636 170(C) 50000 RESEARCH GRANT 4 SCHOLARSHIPS 15 14000 PART I, LINE 2 GRANT FUNDS ARE AWARDED ANNUALLY THROUGH AN APPLICATION PROCESS APPROVED BY THE ACCESSLEX INSTITUTE. APPLICATIONS ARE REVIEWED BY A PANEL OF INSTITUTIONAL RESEARCH PROFESSIONALS, WHICH SELECT THE GRANT RECIPIENTS BASED ON AN AGREED SCORING RUBRIC. THE SELECTED RECIPIENTS ARE THEN APPROVED BY THE ACCESSLEX INSTITUTE BEFORE AIR AWARDS THE GRANT MONEY. AWARDS ARE PAID IN 3 INSTALLMENTS. FIRST INSTALLMENT IS AWARDED ONCE THE AWARDEE SUBMITS (1) A BUDGET OUTLINING HOW THE FUNDS WILL BE SPENT, (2) A SIGNED LETTER IN ACCORDANCE WITH UNIFORM GUIDANCE AND, (3) A SIGNED LETTER OF AGREEMENT. BEFORE THE SECOND AND THIRD INSTALLMENTS ARE RELEASED, THE RECIPIENT MUST SUBMIT PROGRESS REPORTS ADDRESSING THE FOLLOWING (1) A SUMMARY ON THE PROGRESS OF THE RESEARCH AND (2) ANY MAJOR (MORE THAN 10% OF THE TOTAL BUDGET) CHANGES IN HOW THE AWARD FUNDING WILL BE SPENT. THE GRANT RECIPIENTS MUST PRESENT THEIR PRELIMINARY RESEARCH FINDINGS AT THE ACCESSLEX INSTITUTE LEGAL EDUCATION SYMPOSIUM TO INSTITUTIONAL RESEARCH AND LEGAL PROFESSIONALS. FINAL MATERIALS ARE REQUIRED 60 DAYS FOLLOWING THE GRANT CYCLE. MATERIALS INCLUDE (1) A FINAL REPORT OF SCHOLARLY QUALITY, (2) A 1-2 PAGE EXECUTIVE SUMMARY OUTLINING RESEARCH FINDINIGS, (3) A STATEMENT (SIGNED BY THE FINANCIAL REPRESENTATIVE) INDICATING THAT ALL THE GRANT FUNDS HAVE BEEN SPENT AND (4) A FINAL BUDGET. A FINAL REVIEW OF THE ENTIRE PROGRAM IS PERFORMED BY TWO REVIEWERS TO ENSURE ALL DELIVERABLES WERE MET AND APPLICANTS SUCCESSFULLY COMPLETED THEIR GRANT. THE FINAL REPORT IS UPLOADED TO THE AIR WEBSITE WHEN AVAILABLE. X X X 0 0 0 0 0 0 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR 207740 0 0 0 0 0 20774 0 10725 0 239239 0 0 0 JASON LEWIS DEPUTY DIRECTOR & CFO 160338 0 0 0 0 0 16034 0 464 0 176836 0 0 0 DARLENA JONES DIRECTOR OF ASSESSMENT AND RESEARCH 104157 0 0 0 0 0 10416 0 11201 0 125774 0 0 0 LEAH ROSS SR DIR FOR RESEARCH AND INITIATIVES 130291 0 0 0 0 0 13029 0 464 0 143784 0 0 0 ROBINSON NEIDHARDT STRATEGY DIRECTOR OF IT 103622 0 0 0 0 0 10362 0 7506 0 121490 0 0 0 PART I AIR IS A GLOBAL ASSOCIATION THAT EMPOWERS HIGHER EDUCATION PROFESSIONALS AT ALL LEVELS TO UTILIZE DATA, ANALYTICS, INFORMATION, AND EVIDENCE TO MAKE DECISIONS AND TAKE ACTIONS THAT BENEFIT STUDENTS AND INSTITUTIONS AND IMPROVE HIGHER EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOVERNING BOARD REVIEWS FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS OR ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE ENTIRE STAFF AND BOARD ARE PROVIDED A COPY OF THE POLICY ANNUALLY AND ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A NEW CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 BOARD MEMBERS REGULARLY REVIEW TO DETERMINE WHETHER THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARABLE TO SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THREE MOST RECENT YEARS OF FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SECTION A, LINE 4 PART VI: GOVERNANCE SECTION A, LINE 4 THE CORPORATION SWITCHED FROM A MICHIGAN TO A FLORIDA CORPORATION AS OF NOVEMBER 30, 2018. SECTION B, LINE 11A FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOVERNING BOARD REVIEWS FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS OR ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART IX, LINE 11G RTI: PROGRAM SERVICE EXPENSES 124,407. MANAGEMENT AND GENERAL EXPENSES 31,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,509. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 203,917. MANAGEMENT AND GENERAL EXPENSES 70,040. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 273,957. FORUM/MEMBERSHIP: PROGRAM SERVICE EXPENSES 70,139. MANAGEMENT AND GENERAL EXPENSES 17,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,674.