AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (EIN 25-0965219)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202033219349318388
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 B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T16:06:48-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521186096	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RUBINO AND COMPANY CHARTERED	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6903 ROCKLEDGE DRIVE SUITE 300	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208171818	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	250965219	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN INSTITUTES FOR RESEARCH IN THE	BusinessNameLine1Txt
Business Name Line2	BEHAVIORAL SCIENCES	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	AMER	BusinessNameControlTxt
Phone	2024035000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 CRYSTAL DRIVE 10TH FLOOR	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARIJO AHLGRIMM	PersonNm
Person Title	EXEC VP & CFO	PersonTitleTxt
Phone	2024035000	PhoneNum
Signature	2020-11-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAY VOLLANS CPA	PreparerPersonNm
PTIN	P01404047	PTIN
Phone	3015643636	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	23.24.109.107	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-16	IPDt
IP Tm	12:13:55	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9DCCB21B5A6498F971382B97BD16A139933673F7	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	DAVID MYERS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 CRYSTAL DRIVE 10TH FLOOR	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$968,211,444	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.AIR.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1946	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O FOR SIGNIFICANT DIVESTITURE TRANSACTION IMPACTING BOX G ABOVE AND LINE 10 BELOW.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	2175	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	-$184,620	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$184,620	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$462,380,008	PYContributionsGrantsAmt
CY Contributions Grants	$476,002,962	CYContributionsGrantsAmt
PY Program Service Revenue	$38,255	PYProgramServiceRevenueAmt
CY Program Service Revenue	$17,489	CYProgramServiceRevenueAmt
PY Investment Income	$19,618,848	PYInvestmentIncomeAmt
CY Investment Income	$353,729,943	CYInvestmentIncomeAmt
PY Other Revenue	-$295,687	PYOtherRevenueAmt
CY Other Revenue	-$181,276	CYOtherRevenueAmt
PY Total Revenue	$481,741,424	PYTotalRevenueAmt
CY Total Revenue	$829,569,118	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,681,971	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,399,514	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$234,845,484	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$224,264,000	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$195,033	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$159,914	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$12,167,867	CYTotalFundraisingExpenseAmt
PY Other Expenses	$202,406,453	PYOtherExpensesAmt
CY Other Expenses	$205,157,404	CYOtherExpensesAmt
PY Total Expenses	$439,128,941	PYTotalExpensesAmt
CY Total Expenses	$430,980,832	CYTotalExpensesAmt
PY Revenues Less Expenses	$42,612,483	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$398,588,286	CYRevenuesLessExpensesAmt
Total Assets BOY	$464,107,012	TotalAssetsBOYAmt
Total Assets EOY	$869,577,472	TotalAssetsEOYAmt
Total Liabilities BOY	$129,276,396	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$107,439,294	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$334,830,616	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$762,138,178	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$210,731,877	ExpenseAmt
Desc	DURING 2019 AIR CONDUCTED ITS ACTIVITIES THROUGH THE FOLLOWING THREE PROGRAMS: PROFESSIONAL SERVICES, GRANTMAKING AND STUDENT ASSESSMENT. EFFECTIVE DECEMBER 31, 2019, AIR SOLD THE STUDENT ASSESSMENT DIVISION. SEE SCHEDULE O FOR MORE INFORMATION.PRIOR TO BEING DIVESTED, THE ASSESSMENT DIVISION PROVIDED STUDENT ASSESSMENT SERVICES. COLLABORATING WITH STATES AND DISTRICTS, IT DEVELOPED AND DEPLOYED COGNITIVE ASSESSMENT PROGRAMS TO YIELD INFORMATION ABOUT STUDENT PROGRESS. THE PROGRAM FUSED STATISTICS, TECHNOLOGY, AND STANDARDS-ALIGNED CONTENT INTO K-12 FORMATIVE, SUMMATIVE, AND SUPPLEMENTAL PRODUCTS AND SERVICES PRIMARILY DELIVERED USING ONLINE METHODS. (CONTINUED ON SCHEDULE O)THE DIVISION ALSO STUDIED THE VALIDITY OF ASSESSMENTS PERFORMED BY FEDERAL, STATE AND LOCAL EDUCATION AGENCIES. THE INFORMATION AND ANALYSES ENABLED SCHOOLS AND EDUCATION OVERSIGHT AGENCIES WITH THE ABILITY TO MEASURE COMPLIANCE WITH REQUIREMENTS OF FEDERAL AND STATE EDUCATION STANDARDS AND LAWS. THIS PROGRAM PIONEERED AND LED IN THE DELIVERY OF ON-LINE, COMPUTER-BASED, ADAPTIVE TESTING. THE PROGRAM ALSO SERVED STUDENTS WITH PHYSICAL AND COGNITIVE DISABILITIES VIA ALTERNATIVE ASSESSMENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$163,863,236	ExpenseAmt
Revenue	$17,489	RevenueAmt
Desc	THE PROFESSIONAL SERVICES DIVISION ACTIVITIES RANGE FROM RESEARCH AND EVALUATION TO TECHNICAL ASSISTANCE IN POLICY, PRACTICE AND SYSTEMS CHANGE. THE RESEARCH AND EVALUATION WORK IS GROUNDED IN EVIDENCE AND PAIRS THE BEST METHODOLOGICAL AND STATISTICAL SCIENCE WITH SUBJECT MATTER EXPERTISE THAT CAN BE USED TO SHAPE AND INFORM STAKEHOLDER PROGRAMS AND POLICYMAKERS. EXAMPLES OF FOCUS AREAS SPANNING THE LIFE COURSE OF INDIVIUALS INCLUDE EARLY CHILDHOOD EDUCATION, LANGUAGE ACQUISITION AND LITERACY, SPECIAL EDUCATION, SCHOOL CLIMATE AND TURNAROUND, TEACHER EFFECTIVENESS, CAREER READINESS, ADULT LEARNING, PATIENT-CENTERED HEALTH OUTCOMES, MENTAL HEALTH SUPPORTS, JUVENILE JUSTICE AND AGING. (CONTINUED ON SCHEDULE O) TO SUPPORT EVIDENCE-BASED DECISION-MAKING; SOLVE IMPORTANT RESEARCH QUESTIONS; AND ADDRESS PROGRAM AND INTERVENTION IMPLEMENTATION EFFECTIVENESS AND BUILD CAPACITY TO IMPROVE PROCESSES, OUTCOMES, AND SUSTAINABILITY RESEARCH ACTIVITIES THAT ALSO MAKE USE OF: - STATE-OF-THE-ART DESIGN, ANALYSIS, AND REPORTING METHODOLOGIES, INCLUDING RAPID-CYCLE AND RANDOMIZED CONTROLLED TRIALS - SURVEY AND ACQUISITION METHODOLOGIES FOR COLLECTING DATA TO INFORM RESEARCH - EFFICIENT AND EFFECTIVE ANALYTIC TOOLS AND TECHNIQUES - STATISTICAL AND SOCIAL SCIENCE METHODOLOGIES. AIR'S ACTIVITIES THAT ARE FOCUSED ON POLICY, PRACTICE AND SYSTEMS CHANGE ALSO USE EVIDENCE-BASED METHODS AND STRATEGIES TO CREATE AND IMPROVE INFORMATION AVAILABLE FOR USE BY LEGISLATIVE, POLICY MAKING OR PUBLIC PRACTITIONER COMMUNITIES. THE WORK AIMS TO STRENGTHEN THE KNOWLEDGE, SKILLS AND REPEATABLE INFRASTRUCTURES USED IN PROGRAM ADMINISTRATION BY PUBLIC-FACING CLIENTS. THE ACTIVITIES INVOLVED IN THIS WORK ALSO INCLUDE: - SYSTEMATIC LITERATURE REVIEWS TO IDENTIFY AND ANALYZE EXISTING RESEARCH, IN ORDER TO DISSEMINATE FINDINGS THAT INFORM SOCIAL SCIENCE PRACTICES. - THE DESIGN, IMPLEMENTATION, AND EVALUATION OF COMMUNICATION AND BEHAVIOR CHANGE CAMPAIGNS TO MOTIVATE AND SUPPORT PEOPLE IN ADOPTING HEALTHY BEHAVIORS AND TO ADDRESS ISSUES SUCH AS HIV-AIDS PREVENTION, OPIOID ABUSE PREVENTION, TOBACCO CESSATION AND ABSTINENCE, OBESITY PREVENTION AND MANAGEMENT, AND CHILD PROTECTION. - THE FACILITATION OF SYSTEMS CHANGE, INCLUDING THE IMPROVEMENT OF EDUCATION IN THE NATION'S POOREST DISTRICTS, WORKING WITH JUVENILE JUSTICE AGENCIES TO PREVENT RECIDIVISM, AND PARTNERING WITH MINISTRIES OF EDUCATION AND NONGOVERNMENTAL ORGANIZATIONS ABROAD TO IMPROVE BASIC LITERACY AND EARLY READING SKILLS. - THE DESIGN AND EXECUTION OF PAY FOR SUCCESS PROGRAMS THAT PARTNER PUBLIC AND PRIVATE STAKEHOLDERS ON INNOVATIVE APPROACHES TO ADDRESS SOCIAL PROBLEMS SUCH AS HOMELESSNESS, DISADVANTAGED COMMUNITIES, AND LANGUAGE ACQUISITION FOR ENGLISH LEARNERS. - THE USE OF TECHNOLOGY AS AN INTEGRAL COMPONENT OF OUR SERVICE DELIVERY STRATEGIES IN RESPONSE TO WEBSITE FUNCTIONALITY, DISTANCE LEARNING, DIGITAL AND SOCIAL MEDIA, AND GEOSPATIAL INFORMATION SYSTEMS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,750,528	ExpenseAmt
Grant	$1,399,514	GrantAmt
Desc	THE GRANTMAKING ACTIVITIES CARRY OUT BOARD DESIGNATIONS FROM A PORTION OF THE FUND BALANCE BEING SET ASIDE TO ACT AS A QUASI-ENDOWMENT. THE PURPOSE OF THE QUASI-ENDOWMENT IS 1) TO ENSURE LONG-TERM, FUTURE FINANCIAL STRENGTH OF AIR BASED ON ESTABLISHED COVENANTS, 2) TO SUPPORT THE NEEDS OF MAJOR NON-RECURRING TRANSACTIONS SUCH AS LOAN COLLATERALIZATION TO SUPPORT A MERGER OR ACQUISITION AND 3) TO FUND GRANT-MAKING INITIATIVES THAT CARRY OUT AIR'S MISSION THAT ARE OTHERWISE NOT FUNDED FROM THIRD-PARTY SOURCES.SPECIFICALLY, WITH REGARD TO THE THIRD PURPOSE ABOVE, THE BOARD OF DIRECTORS OVERSEES POLICY THAT AUTHORIZES THE ANNUAL EXPENDITURE OF A PORTION OF THE (CONTINUED ON SCHEDULE O) QUASI-ENDOWMENT TO MAKE AWARDS FOR RESTRICTED RESEARCH GRANTS ON SELECTED TOPICS. THE BOARD APPROVES THE GENERAL AREAS OF RESEARCH FEATURED FOR GRANT AWARD. THE AMOUNT OF THE ANNUAL APPROPRIATION IS DETERMINED WITH THE INTENTION OF MAINTAINING THE INFLATION-ADJUSTED PURCHASING POWER OF THE QUASI-ENDOWMENT AND IS BASED ON ITS TRAILING THIRTY-SIX MONTH FAIR MARKET VALUE. GRANT APPLICANTS ARE REQUIRED TO SUBMIT PROPOSALS DETAILING THE RESEARCH ACTIVITIES TO BE SUPPORTED BY THE GRANT IF AWARDED. A PANEL OF EXPERTS REVIEWS GRANT APPLICATIONS RELATED TO THE SELECTED RESEARCH AND TECHNICAL ASSISTANCE AREAS ALIGNED TO AIR'S MISSION AND MAKES FUNDING RECOMMENDATIONS TO AIR'S EXECUTIVE COMMITTEE FOR APPROVAL BY THE BOARD OF DIRECTORS. AFTER AWARD, GRANT RECIPIENTS ARE REQUIRED TO COMPLY WITH OBLIGATIONS TO PROVIDE PERIODIC AND FINAL PROGRESS REPORTS RELATED TO THE GRANT ACTIVITIES, EXPENDITURES AND ACCOMPLISHMENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$379,345,641	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	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 With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1214	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2175	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	Yes (1)	ForeignFinancialAccountInd
Foreign Country	HO	ForeignCountryCd
Foreign Country	ZA	ForeignCountryCd
Foreign Country	IV	ForeignCountryCd
Foreign Country	HA	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	AG	ForeignCountryCd
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	12	GoverningBodyVotingMembersCnt
Independent Voting Member	11	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	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARIJO AHLGRIMM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2024035000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 CRYSTAL DRIVE 10TH FL	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PATRICIA GURIN-SEE SCH O
BD AND CMTE MBR, BD CHAIR	6.50	Yes (X)	Yes (X)	$128,750	$0	$0
LAWRENCE BOBO
BD MBR, BD V CHAIR, BD CMTE CHAIR	5.00	Yes (X)	Yes (X)	$60,500	$0	$0
SARA B KIESLER
BD & CMTE MBR, BD CMTE CHAIR	5.00	Yes (X)		$60,000	$0	$0
KATHY MCKINLESS-SEE SCH O
BD & CMTE MBR, BD CMTE CHAIR	5.00	Yes (X)		$97,500	$0	$0
SOL PELAVIN-SEE SCH O
BD MBR, BD CMTE CHAIR, FMR PRES.	5.00	Yes (X)		$100,750	$0	$0
ROBERT F BORUCH
BD AND CMTE MEMBER	2.00	Yes (X)		$49,000	$0	$0
NANCY CANTOR BRECHIN
BD AND CMTE MEMBER	2.00	Yes (X)		$56,250	$0	$0
EDWARD HAMBURG-SEE SCH O
BD AND CMTE MEMBER, BD CMTE CO-CHAIR	5.00	Yes (X)		$92,500	$0	$0
DELANO LEWIS-SEE SCH O
BD AND CMTE MEMBER	3.00	Yes (X)		$77,965	$0	$0
ANDREW LIAKOPOULOS-SEE SCH O
BD AND CMTE MEMBER	2.50	Yes (X)		$55,750	$0	$0
MANUEL PASTOR
BD AND CMTE MEMBER	2.00	Yes (X)		$49,750	$0	$0
DAVID MYERS-SEE SCH J NOTES
BOARD MEMBER, PRES. & CEO	38.00	Yes (X)	Yes (X)	$2,354,468	$37,926	$77,129	2.00
MARIJO AHLGRIMM-SEE SCH J NOTES
TREASURER, EXEC. VP & CFO	38.00		Yes (X)	$858,716	$13,833	$140,234	2.00
DONA KILPATRICK
SECRETARY	38.00		Yes (X)	$281,200	$4,529	$72,120	2.00
JON COHEN-SEE SCH J NOTES
EXEC. VP & DIV. PRESIDENT	39.00			$4,349,102	$106,518	$73,414	1.00	Yes (X)
STEPHEN KROMER-SEE SCH J NOTES
SR. VP & DIVISION COO	39.00			$999,716	$24,485	$68,052	1.00	Yes (X)
MICHAEL KIRSCH-SEE SCH J NOTES
EXEC. VICE PRES. & COO-END 12/2019	39.00			$646,439	$15,832	$62,820	1.00	Yes (X)
MARK FANNING-SEE SCH J NOTES
EXEC. VP, CHIEF HUMAN CAP. OFFICER	39.00			$647,186	$10,425	$17,198	1.00	Yes (X)
DWAYNE NORRIS-SEE SCH J NOTES
SR. VICE PRESIDENT, HR & ADMIN	39.00			$471,846	$7,601	$97,688	1.00	Yes (X)
JESSICA JOHNSON
SR. VICE PRESIDENT	39.00			$436,904	$10,701	$69,966	1.00	Yes (X)
JOSEPH WAGNER
VP CONTRACTS, GRANTS & PROCUREMENT	39.00			$277,308	$4,467	$26,176	1.00	Yes (X)
SEAN BUCKLEY
SR. VICE PRESIDENT-END 1/2019	39.00			$208,988	$5,119	$6,124	1.00	Yes (X)
LARRY ALBRIGHT-SEE SCH J NOTES
INSTITUTE FELLOW	39.00			$617,261	$15,117	$75,211	1.00		Yes (X)
GARY PHILLIPS-SEE SCH J NOTES
VICE PRESIDENT & INST. FELLOW	39.00			$518,514	$12,699	$67,030	1.00		Yes (X)
LAWRENCE B FRIEDMAN
VICE PRESIDENT	39.00			$384,953	$9,428	$88,305	1.00		Yes (X)
DAVID OSHER
VICE PRESIDENT & INST. FELLOW	39.00			$364,618	$8,930	$81,306	1.00		Yes (X)
MICHAEL GARET
VP & INSTITUTE FELLOW	39.00			$344,501	$8,437	$67,650	1.00		Yes (X)
CHERYL JOAN VINCE
SR. VP & INSTITUTE FELLOW	39.00			$321,586	$7,876	$66,289	1.00			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$14,912,021	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$303,923	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,156,712	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	618	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
DATA RECOGNITION CORP
M177 PO BOX 1150	MINNEAPOLIS	MN	554801150	PRINT, SCORE & DISTRIBUTE TEST REPORT	$30,205,170
MEASUREMENT INC
423 MORRIS STREET	DURHAM	NC	27701	PRINT, SCORE & DISTRIBUTE TEST REPORT	$23,891,174
RACKSPACE US INC
P O BOX 730759	DALLAS	TX	753730759	SERVER HOSTING SERVICES	$19,089,047
HEALTH UNLIMITED
111 5TH AVENUE SECOND FLOOR	NEW YORK	NY	10003	SUBCONTRACTING SERVICES	$4,021,557
MIDTOWN PERSONNEL INC
P O BOX 42576	WASHINGTON	DC	20015	TEMPORARY STAFFING SERVICES	$3,697,239

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	152	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Government Grants	$434,556,455	GovernmentGrantsAmt
All Other Contributions	$41,446,507	AllOtherContributionsAmt
Total Contributions	$476,002,962	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPEAKING FEES	900099	$11,594	$11,594
CONFERENCE FEES	900099	$5,895	$5,895

Field	Value	IRS element (for citing)
Total Program Service Revenue	$17,489	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,966,866	TotalRevenueColumnAmt
Exclusion	$7,966,866	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,344	TotalRevenueColumnAmt
Exclusion	$3,344	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$116,246,810	SecuritiesAmt
Other	$368,158,593	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$107,291,503	SecuritiesAmt
Other	$31,350,823	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$8,955,307	SecuritiesAmt
Other	$336,807,770	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$345,763,077	TotalRevenueColumnAmt
Exclusion	$345,763,077	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	UBIT LOSS FROM PARTNERSHIPS	Desc
Business	900001	BusinessCd
Total Revenue Column	-$184,620	TotalRevenueColumnAmt
Unrelated Business Revenue	-$184,620	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$184,620	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$829,569,118	TotalRevenueColumnAmt
Related Or Exempt Func Income	$17,489	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$184,620	UnrelatedBusinessRevenueAmt
Exclusion	$353,733,287	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	$391,503	TotalAmt
Program Services	$391,503	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,008,011	TotalAmt
Program Services	$1,008,011	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$13,144,620	TotalAmt
Program Services	$6,542,996	ProgramServicesAmt
Management And General	$6,601,624	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$166,336,534	TotalAmt
Program Services	$143,492,132	ProgramServicesAmt
Management And General	$15,034,064	ManagementAndGeneralAmt
Fundraising	$7,810,338	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$13,842,246	TotalAmt
Program Services	$12,074,462	ProgramServicesAmt
Management And General	$1,128,331	ManagementAndGeneralAmt
Fundraising	$639,453	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$18,608,953	TotalAmt
Program Services	$14,621,038	ProgramServicesAmt
Management And General	$3,225,565	ManagementAndGeneralAmt
Fundraising	$762,350	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,331,647	TotalAmt
Program Services	$10,558,212	ProgramServicesAmt
Management And General	$1,223,537	ManagementAndGeneralAmt
Fundraising	$549,898	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,419,711	TotalAmt
Management And General	$1,419,711	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$368,220	TotalAmt
Management And General	$368,220	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$159,914	TotalAmt
Fundraising	$159,914	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$239,252	TotalAmt
Management And General	$239,252	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$118,072,233	TotalAmt
Program Services	$115,619,319	ProgramServicesAmt
Management And General	$2,045,683	ManagementAndGeneralAmt
Fundraising	$407,231	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,512,325	TotalAmt
Program Services	$11,530,489	ProgramServicesAmt
Management And General	$1,714,660	ManagementAndGeneralAmt
Fundraising	$267,176	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,541,843	TotalAmt
Program Services	$25,600,389	ProgramServicesAmt
Management And General	$589,137	ManagementAndGeneralAmt
Fundraising	$352,317	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,058,473	TotalAmt
Program Services	$16,170,311	ProgramServicesAmt
Management And General	$3,051,154	ManagementAndGeneralAmt
Fundraising	$837,008	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,689,001	TotalAmt
Program Services	$9,004,118	ProgramServicesAmt
Management And General	$443,897	ManagementAndGeneralAmt
Fundraising	$240,986	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,523,477	TotalAmt
Program Services	$4,975,272	ProgramServicesAmt
Management And General	$504,329	ManagementAndGeneralAmt
Fundraising	$43,876	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$230,068	TotalAmt
Management And General	$230,068	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,116,410	TotalAmt
Program Services	$1,688,774	ProgramServicesAmt
Management And General	$340,194	ManagementAndGeneralAmt
Fundraising	$87,442	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$776,905	TotalAmt
Program Services	$408,125	ProgramServicesAmt
Management And General	$360,239	ManagementAndGeneralAmt
Fundraising	$8,541	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PRINTING & PRODUCTION	$5,148,985	$5,148,985
EXCISE TAXES	$529,911		$529,911
FOCUS GROUP FEES	$463,738	$463,738

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$466,852	TotalAmt
Program Services	$47,767	ProgramServicesAmt
Management And General	$417,748	ManagementAndGeneralAmt
Fundraising	$1,337	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$430,980,832	TotalAmt
Program Services	$379,345,641	ProgramServicesAmt
Management And General	$39,467,324	ManagementAndGeneralAmt
Fundraising	$12,167,867	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$32,335,616	BOYAmt
EOY	$81,574,079	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$105,039,946	BOYAmt
EOY	$43,127,422	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,862,142	BOYAmt
EOY	$2,256,093	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$45,245,291	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$14,981,003	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$37,085,383	BOYAmt
EOY	$30,264,288	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$260,666,587	BOYAmt
EOY	$629,853,771	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$13,674,694	BOYAmt
EOY	$80,206,891	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,442,644	BOYAmt
EOY	$2,294,928	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$464,107,012	BOYAmt
EOY	$869,577,472	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$77,761,273	BOYAmt
EOY	$61,066,284	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$21,588,780	BOYAmt
EOY	$22,938,067	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$5,619,032	BOYAmt
EOY	$5,403,480	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,307,311	BOYAmt
EOY	$18,031,463	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$129,276,396	BOYAmt
EOY	$107,439,294	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	$334,830,616	BOYAmt
EOY	$762,138,178	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$334,830,616	BOYAmt
EOY	$762,138,178	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$464,107,012	BOYAmt
EOY	$869,577,472	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$398,588,286	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$28,719,276	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$469,315,779	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$453,000,720	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$449,114,978	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$462,380,008	CurrentTaxYearMinus1YearAmt
Current Tax Year	$476,002,962	CurrentTaxYearAmt
Total	$2,309,814,447	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$469,315,779	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$453,000,720	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$449,114,978	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$462,380,008	CurrentTaxYearMinus1YearAmt
Current Tax Year	$476,002,962	CurrentTaxYearAmt
Total	$2,309,814,447	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$2,309,814,447	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,853,383	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,684,540	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,299,105	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,267,111	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,970,210	CurrentTaxYearAmt
Total	$27,074,349	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,336,888,796	TotalSupportAmt
Gross Receipts Rltd Activities	$624,998	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.98840	PublicSupportCY170Pct
Public Support PY170	0.98970	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$265,338,398	BeginningYearBalanceAmt
Contributions	$395,670,162	ContributionsAmt
Investment Earnings Or Losses	$45,428,589	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,570,162	GrantsOrScholarshipsAmt
Administrative Expenses	$802,393	AdministrativeExpensesAmt
End Year Balance	$701,064,594	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$262,600,073	BeginningYearBalanceAmt
Contributions	$24,750,000	ContributionsAmt
Investment Earnings Or Losses	-$16,326,105	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,808,550	GrantsOrScholarshipsAmt
Administrative Expenses	$877,020	AdministrativeExpensesAmt
End Year Balance	$265,338,398	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$206,005,631	BeginningYearBalanceAmt
Contributions	$28,000,000	ContributionsAmt
Investment Earnings Or Losses	$32,647,816	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,339,811	GrantsOrScholarshipsAmt
Administrative Expenses	$713,563	AdministrativeExpensesAmt
End Year Balance	$262,600,073	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$171,885,596	BeginningYearBalanceAmt
Contributions	$26,574,661	ContributionsAmt
Investment Earnings Or Losses	$10,211,234	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,074,661	GrantsOrScholarshipsAmt
Administrative Expenses	$591,199	AdministrativeExpensesAmt
End Year Balance	$206,005,631	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$150,342,619	BeginningYearBalanceAmt
Contributions	$22,265,231	ContributionsAmt
Investment Earnings Or Losses	$1,498,086	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,729,474	GrantsOrScholarshipsAmt
Administrative Expenses	$490,866	AdministrativeExpensesAmt
End Year Balance	$171,885,596	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,038,000	OtherCostOrOtherBasisAmt
Book Value	$5,038,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,271,816	OtherCostOrOtherBasisAmt
Depreciation	$2,901,888	DepreciationAmt
Book Value	$7,369,928	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,891,187	OtherCostOrOtherBasisAmt
Depreciation	$4,947,715	DepreciationAmt
Book Value	$14,943,472	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,861,104	OtherCostOrOtherBasisAmt
Depreciation	$3,292,778	DepreciationAmt
Book Value	$2,568,326	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,183,184	OtherCostOrOtherBasisAmt
Depreciation	$3,838,622	DepreciationAmt
Book Value	$344,562	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$30,264,288	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$1,301,120	BookValueAmt
Method Valuation	C	MethodValuationCd

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVEST.	Desc
Book Value	$78,905,771	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$80,206,891	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$18,031,463	Amt

Field	Value	IRS element (for citing)
Total Liability	$18,031,463	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

IN RECENT YEARS, THE BOARD OF DIRECTORS DESIGNATED A PORTION OF THE EXCESS OF REVENUES LESS EXPENSES TO BE ESTABLISHED AS A QUASI-ENDOWMENT. FOLLOWING THE SALE OF THE STUDENT ASSESSMENT DIVISION ON DECEMBER 31, 2019, THE PROCEEDS FROM THE SALE WERE ADDED TO THE PORTION OF THE FUND BALANCE DESIGNATED AS A QUASI-ENDOWMENT AS REPORTED IN SCHEDULE D, PART V, LINE 1B, COLUMN (A). AIR MAINTAINS THE QUASI-ENDOWMENT TO SUPPORT ITS MISSION, AND IN PARTICULAR: 1) TO ENSURE AIR'S LONG-TERM, FUTURE FINANCIAL STRENGTH, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS LOAN COLLATERALIZATION SUPPORTING ACQUISITION ACTIVITY, AND 3) TO FUND SELF-SPONSORED RESEARCH AND GRANT-MAKING INITIATIVES THAT ADVANCE AIR'S MISSION AND ARE OTHERWISE NOT FUNDED BY OTHER SOURCES.

PART X, LINE 2:

AIR IS SUBJECT TO INCOME TAX REGULATIONS APPLICABLE TO THE TAX STATUS OF ITS SUBSIDIARIES AS DETERMINED BY THE INTERNAL REVENUE CODE (IRC) OR APPLICABLE FOREIGN AUTHORITY. IRC SECTION 501(C)(3) EXEMPTS MOST OF AIR'S OPERATIONS FROM INCOME TAX EXCEPT FOR UNRELATED BUSINESS INCOME (UBI). EFFECTIVE IN DECEMBER 2017, IRC CHANGES CAUSED AIR'S OBLIGATIONS FOR UBIT AND OTHER EXCISE TAXES TO INCREASE. GOING FORWARD, INCOME OR EXCISE TAXES WILL BE DUE BASED ON COMPENSATION EXCEEDING STATUTORY THRESHOLDS; AND FROM INVESTMENT EARNINGS FROM LIMITED PARTNERSHIP INTERESTS OWNED IN ITS QUASI-ENDOWMENT. AIR'S MANAGEMENT HAS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AIR'S TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. MANAGEMENT BELIEVES AIR IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
SOUTH ASIA	0	8	PROGRAM SERVICES	SEE SCHEDULE F, PART V .LIST 59 _ 3GKINOSZ - 08/27/19 17:48 PM WORKSHEET SCHEDULE F - STATEMENT OF ACTIVITIES OUTSIDE THE U.S. _ 2684567 _ 707796	$390,204
SUB-SAHARAN AFRICA	1	45	PROGRAM SERVICES	SEE SCHEDULE F, PART V	$1,639,969
CENTRAL AMERICA AND THE CARIBBEAN	1	49	PROGRAM SERVICES	SEE SCHEDULE F, PART V	$2,154,349
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	PROGRAM SERVICES	SEE SCHEDULE F, PART V	$17,387
MIDDLE EAST AND NORTH AFRICA	0	7	PROGRAM SERVICES	SEE SCHEDULE F, PART V	$5,898
EAST ASIA AND THE PACIFIC	0	2	PROGRAM SERVICES	SEE SCHEDULE F, PART V	$20,575
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	SEE SCHEDULE F, PART V	$14,523,017
SUB-SAHARAN AFRICA	0	0	GRANTMAKING		$1,008,011

Field	Value	IRS element (for citing)
Subtotal Offices	2	SubtotalOfficesCnt
Subtotal Employees	111	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	2	TotalOfficeCnt
Total Employee	111	TotalEmployeeCnt
Subtotal Spent	$19,759,410	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$19,759,410	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SUB-SAHARAN AFRICA	SEE SCHEDULE F, PART V	$221,864	WIRE TRANSFER
SUB-SAHARAN AFRICA	SEE SCHEDULE F, PART V	$189,552	WIRE TRANSFER
SUB-SAHARAN AFRICA	SEE SCHEDULE F, PART V	$494,620	ELECTRONIC FUNDS TRANSFER
SUB-SAHARAN AFRICA	SEE SCHEDULE F, PART V	$101,825	WIRE TRANSFER

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST EITHER OF: 1. THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES. THE AMOUNT OF THESE ACTIVITIES IS DETERMINED BY THE CONTRACT OR GRANT AWARDED TO AIR FOR THE ABOVE ACTIVITIES. 2. THE QUASI-ENDOWMENT'S INVESTMENTS, AS A LIMITED PARTNER, IN PRIVATE EQUITY PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS.
PART III ACCOUNTING METHOD:
SCHEDULE F, PART I, COLUMN E	AIR IMPLEMENTS PROGRAMS INITIATED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS. DURING 2019, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT IN ETHIOPIA, HAITI, HONDURAS, NICARAGUA, AND MOZAMBIQUE. SIMILARLY, PROGRAMS SPONSORED BY UNICEF, THE WORLD BANK, OR EUROPEAN DEVELOPMENTAL AID AGENCIES WERE BEING IMPLEMENTED IN ZAMBIA, BANGLADESH, ALGERIA, POLAND, INDIA, KENYA AND PAKISTAN. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL AND OTHER OUTCOMES IN DEVELOPING COUNTRIES.
SCHEDULE F, PART II, COLUMN D	DURING 2019, AIR PROVIDED GRANTS TO ORGANIZATIONS OUTSIDE THE US FOR THE FOLLOWING PURPOSES: (1)TO SUPPORT IMPLEMENTATION, SCALE-UP, AND EVALUATION OF ESCHOOL 360, A RURAL EDUCATION PROGRAM IN ZAMBIA THAT AIMS TO IMPROVE THE QUALITY AND COST-EFFECTIVENESS OF EDUCATION FOR LOW-INCOME CHILDREN IN ZAMBIA AND THROUGHOUT THE WORLD. (2)TO LEAD THE DEVELOPMENT AND DELIVERY OF THE FORGOTTEN CROP INTERVENTION IN TANZANIA. AIR WAS TO DEVELOP ALL MATERIALS FOR USE IN THE EXPERIMENTAL STUDY AND ENSURE THE INTERVENTION WAS DELIVERED WITH FIDELITY. (3)TO COLLECT QUANTITATIVE AND QUALITATIVE DATA AT THE FARMING HOUSEHOLD LEVEL FOR THE EVALUATION OF THE NEGLECTED CROPS AND MATERNAL AND INFANT HEALTH IN KENYA.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
SARAH KRAUSE
850 AMSTERDAM AVE APT 11D	NEW YORK	NY	10025	SEE SCHEDULE G, PART IV	0	$0	$20,727	-$20,727
BERYL LEVINGER
185 SAN REMO ROAD	CARMEL	CA	93923	SEE SCHEDULE G, PART IV	0	$0	$17,661	-$17,661
KUMU PTY LTD
				SEE SCHEDULE G, PART IV	0	$0	$12,851	-$12,851	7/172 MACQUARIE STREET	BRISBANE	QUEENSLAND	AS	4067
POLICY TRANSLATION LLC
9507 THORNHILL ROAD	SILVER SPRING	MD	20901	SEE SCHEDULE G, PART IV	0	$0	$12,172	-$12,172
LOIS TARDIO
2223 WILLIAMS STREET	DENVER	CO	80205	SEE SCHEDULE G, PART IV	0	$0	$10,783	-$10,783
TESONY LLC
2720 17TH STREET NE	WASHINGTON	DC	20018	SEE SCHEDULE G, PART IV	0	$0	$10,596	-$10,596
ALWYN CASSIL
9507 THORNHILL RD	SILVER SPRING	MD	20901	SEE SCHEDULE G, PART IV	0	$0	$9,995	-$9,995
MAJIDI MOHAMED BOUZID
				SEE SCHEDULE G, PART IV	0	$0	$8,340	-$8,340	AV ASTURIAS NO 41 ES B PL 2 PT	MADRID		SP	28029
CHRISTIAN MILORD
				SEE SCHEDULE G, PART IV	0	$0	$7,820	-$7,820	CALLE 12 NO 17-31 SANTA MARTA	MAGDALENA		CO	470001
JOHN E LEONARD
812 LINDSEY MANOR LANE	SILVER SPRING	MD	20905	SEE SCHEDULE G, PART IV	0	$0	$6,733	-$6,733

Field	Value	IRS element (for citing)
Total Retained By Contractors	$117,678	TotalRetainedByContractorsAmt
Total Net To Organization	-$117,678	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS	FormAndLineReferenceDesc
Explanation	PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS FUNDRAISING CONSISTS OF THE COSTS INCURRED TO DESIGN SOLUTIONS THAT RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS. IT PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. AIR STAFF ARE NOT HIRED SPECIFICALLY FOR THIS FUNDRAISING ACTIVITY BUT OCCASIONALLY SPEND A PORTION OF THEIR WORK EFFORT DEDICATED TO THE OBJECTIVE. OCCASIONALLY AIR UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE IN THE WRITING OF SERVICE SOLUTIONS. THE AMOUNT EXPENDED FOR THESE ACTIVITIES VARIES ANNUALLY AND DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS THAT RESULT FROM THIS ANNUAL FUNDRAISING ACTIVITY WILL HAVE MULTI-YEAR DURATIONS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
HECHINGER INST ON EDUCATION AND THE MEDIA TEACHERS COLLEGE COLUMBIA UNIV
475 RIVERSIDE DRIVE	NEW YORK	NY	10115	131624202	501(C)(3)	$10,000	GENERAL SPONSORSHIP OF THE HECHINGER REPORT
SOCIETY FOR RESEARCH ON EDUCATION EFFECTS (SREE)
2040 SHERIDAN ROAD	EVANSTON	IL	60208	264739791	501(C)(3)		SEE SCHEDULE I, PART IV	$28,673	FMV	OFFICE SUPPORT FOR FACILITY/IT SERVICES
THE GASTON & PORTER HEALTH IMPROVEMENT CTR INC
8612 TIMBER HILL LN	POTOMAC	MD	20854	030455203	501(C)(3)		SEE SCHEDULE I, PART IV	$40,142	FMV	OFFICE SUPPORT FOR FACILITY/IT SERVICES
KAISER FOUNDATION
1800 HARRISON STREET 16TH FLOOR	OAKLAND	CA	94612	941105628	501(C)(3)	$211,289	SEE SCHEDULE I, PART IV
MEALS ON WHEELS CENTRAL TEXAS
3227 E 5TH STREET	AUSTIN	TX	78702	237202594	501(C)(3)	$8,333	SEE SCHEDULE I, PART IV

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

GRANT AWARDS FOR AMOUNTS INDIVIDUALLY LESS THAN $5,000 ARE NOT REPORTED HEREIN PURSUANT TO THE APPLICABLE PROVISION OF THE INTERNAL REVENUE SERVICE CODE. AIR MAKES A FEW RESTRICTED GRANTS OR PROVIDES NON-CASH SUPPORTS ANNUALLY THAT ARE GREATER THAN $20,000. RECIPIENT ORGANIZATIONS MUST HAVE A PURPOSE THAT IS ALIGNED TO AIR'S MISSION. APPLICANTS MUST SUBMIT GRANT PROPOSALS DETAILING THE COST AND ACTIVITIES TO BE SUPPORTED BY AN AWARD. FOLLOWING AWARD, GRANTEES ARE REQUIRED TO PROVIDE PERIODIC AND FINAL PROGRESS REPORTS RELATED TO THE GRANT ACTIVITIES AND ACHIEVEMENTS.

SCHEDULE I, PART II, LINE 1, COLUMN (H), A GRANT WAS AWARDED TO:

SOCIETY FOR RESEARCH ON EDUCATION EFFECTS (SREE) - TO INCREASE POSITIVE HEALTH OUTCOMES AND DECREASE HEALTH DISPARITIES IN MINORITY WOMEN. THE GASTON & PORTER HEALTH IMPROVEMENT CTR, INC. - TO INCREASE POSITIVE HEALTH OUTCOMES AND DECREASE HEALTH DISPARITIES IN MINORITY WOMEN. KAISER FOUNDATION - TO SUPPORT THE FOUNDATION'S AND AIR'S RESEARCH PROJECT WHICH EXAMINES INEQUALITY IN FAMILY LEAVE POLICIES AND MATERNAL AND CHILD HEALTH OUTCOMES. MEALS ON WHEELS CENTRAL TEXAS - TO SUPPORT MEALS ON WHEELS' MISSION TO NOURISH AND ENRICH THE LIVES OF SENIORS THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
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
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	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	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
DAVID MYERS-SEE SCH J NOTES
BOARD MEMBER, PRES. & CEO	$715,384	$11,523	$828,455	$13,345	$810,629	$13,058	$54,128	$872	$21,778	$351	$2,430,374	$39,149	$559,345	$0
MARIJO AHLGRIMM-SEE SCH J NOTES
TREASURER, EXEC. VP & CFO	$442,423	$7,127	$255,878	$4,122	$160,415	$2,584	$126,069	$2,031	$11,942	$192	$996,727	$16,056	$104,526	$0
DONA KILPATRICK
SECRETARY	$263,123	$4,238	$3,062	$49	$15,015	$242	$48,451	$780	$22,526	$363	$352,177	$5,672	$0	$0
JON COHEN-SEE SCH J NOTES
EXEC. VP & DIV. PRESIDENT	$244,436	$5,987	$78,881	$1,932	$4,025,785	$98,599	$53,685	$1,315	$17,974	$440	$4,420,761	$108,273	$210,000	$0
STEPHEN KROMER-SEE SCH J NOTES
SR. VP & DIVISION COO	$567,594	$13,901	$422,453	$10,347	$9,669	$237	$53,685	$1,315	$12,740	$312	$1,066,141	$26,112	$0	$0
MICHAEL KIRSCH-SEE SCH J NOTES
EXEC. VICE PRES. & COO-END 12/2019	$390,003	$9,552	$103,564	$2,536	$152,872	$3,744	$24,598	$602	$36,721	$899	$707,758	$17,333	$28,424	$0
MARK FANNING-SEE SCH J NOTES
EXEC. VP, CHIEF HUMAN CAP. OFFICER	$27,706	$446	$102,351	$1,649	$517,129	$8,330	$7,232	$117	$9,693	$156	$664,111	$10,698	$137,539	$0
DWAYNE NORRIS-SEE SCH J NOTES
SR. VICE PRESIDENT, HR & ADMIN	$311,043	$5,010	$60,623	$977	$100,180	$1,614	$61,182	$986	$34,957	$563	$567,985	$9,150	$0	$0
JESSICA JOHNSON
SR. VICE PRESIDENT	$295,148	$7,229	$61,494	$1,506	$80,262	$1,966	$33,999	$833	$34,294	$840	$505,197	$12,374	$0	$0
JOSEPH WAGNER
VP CONTRACTS, GRANTS & PROCUREMENT	$244,483	$3,938	$29,524	$476	$3,301	$53	$22,030	$355	$3,731	$60	$303,069	$4,882	$0	$0
SEAN BUCKLEY
SR. VICE PRESIDENT-END 1/2019	$71,655	$1,755	$80,430	$1,970	$56,903	$1,394	$5,047	$124	$930	$23	$214,965	$5,266	$0	$0
LARRY ALBRIGHT-SEE SCH J NOTES
INSTITUTE FELLOW	$297,626	$7,289	$19,522	$478	$300,113	$7,350	$53,685	$1,315	$19,728	$483	$690,674	$16,915	$0	$0
GARY PHILLIPS-SEE SCH J NOTES
VICE PRESIDENT & INST. FELLOW	$257,635	$6,310	$245,195	$6,005	$15,684	$384	$52,758	$1,292	$12,670	$310	$583,942	$14,301	$0	$0
LAWRENCE B FRIEDMAN
VICE PRESIDENT	$261,764	$6,411	$40,313	$987	$82,876	$2,030	$53,685	$1,315	$32,509	$796	$471,147	$11,539	$0	$0
DAVID OSHER
VICE PRESIDENT & INST. FELLOW	$346,632	$8,490	$9,761	$239	$8,225	$201	$53,685	$1,315	$25,677	$629	$443,980	$10,874	$0	$0
MICHAEL GARET
VP & INSTITUTE FELLOW	$324,123	$7,938	$9,761	$239	$10,617	$260	$53,685	$1,315	$12,348	$302	$410,534	$10,054	$0	$0
CHERYL JOAN VINCE
SR. VP & INSTITUTE FELLOW	$252,389	$6,181	$4,880	$120	$64,317	$1,575	$51,713	$1,267	$12,991	$318	$386,290	$9,461	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR PERSONS LISTED ON PART VII, SECTION A, LINE 1A. SUCH AUTHORIZATIONS REQUIRE A MEDICAL PURPOSE OR CIRCUMSTANCE SUPPORTING THE BUSINESS NEED. AIR ALSO LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY TO THE ORGANIZATION. CHARGES ON CREDIT CARDS ARE SUBJECT TO LIMITS. CHARGES ON CORPORATE LIABILITY CARDS ARE REVIEWED AND RECONCILED REGULARLY FOR APPROPRIATENESS OF THE BUSINESS PURPOSE. USES FOR PERSONAL PURPOSES ARE GENERALLY, DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. OCCASIONALLY AND WITH RARE FREQUENCY, TRAVEL MAY BE PROCURED FOR, AND REIMBURSED BY, COMPANIONS.
PART I, LINES 4A-B	DURING THE PERIOD PRIOR TO AND, IN MOST INSTANCES, INCLUDING THE TIME OF SALE OF THE STUDENT ASSESSMENT TESTING DIVISION ON DECEMBER 31, 2019, CERTAIN KEY INDIVIDUALS LISTED IN PART II HELD DIVISION LEADERSHIP POSITIONS INTEGRAL TO THE ONGOING DEVELOPMENT AND GROWTH OF THE DIVISION. THE CENTRAL CONTRIBUTIONS OF THESE KEY INDIVIDUALS WERE DEEMED ESSENTIAL TO AIR'S SUCCESSFUL COMPLETION OF THE SALE OF THE DIVISION. CERTAIN OF THESE INDIVIDUALS RECEIVED RIGHTS TO SEVERANCE OR CHANGE OF CONTROL PAYMENTS. PRIOR TO OR FOLLOWING THE COMPLETION OF THE SALE, ALL CEASED EMPLOYMENT WITH AIR. AS SET FORTH BELOW, IN MOST INSTANCES, UPON COMPLETION OF THE SALE OF THE DIVISION, THESE INDIVIDUALS BECAME EMPLOYEES OF THE PURCHASING ORGANIZATION (CAMBIUM LEARNING GROUP) AND CEASED EMPLOYMENT WITH AIR: STEPHEN KROMER (BECAME EMPLOYED BY PURCHASER) GARY PHILLIPS (BECAME EMPLOYED BY PURCHASER) LARRY ALBRIGHT (BECAME EMPLOYED BY PURCHASER) JON COHEN (CEASED EMPLOYMENT WITH AIR) PART I, LINE 4B: CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO ADVANCE REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PLAN PROVIDES THE PARTICIPANTS WITH THE ABILITY TO EARN THE EQUIVALENT OF THE ANNUAL RETIREMENT CONTRIBUTION THAT WOULD HAVE BEEN RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN STATUTORILY LIMITED. CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION. DEFERRED COMPENSATION AWARDS MADE (NOT VESTED AND NOT PAID) DURING 2019 WERE AS FOLLOWS: MARIJO AHLGRIMM, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, $102,900 DWAYNE NORRIS, SR. VICE PRESIDENT, HR & ADMINISTRATION, $17,592 PAYMENTS MADE IN 2019 OF FULLY VESTED PORTIONS OF DEFERRED COMPENSATION AWARDS TO ANY APPLICABLE LISTED PERSONS ARE DETAILED IN PART II, COLUMN F.
PART I, LINE 7	IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN THAT USES VARIABLE COMPENSATION TO RECOGNIZE CERTAIN OFFICER AND KEY EMPLOYEE ROLES FOR THEIR CONTRIBUTIONS TO ORGANIZATIONAL PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. THE INDEPENDENT BOARD OF DIRECTORS ALSO APPROVES AN ANNUAL BUDGET FOR USE BY AIR TO RECOGNIZE EXCEPTIONAL PERFORMANCE OF NON-OFFICER STAFF. ALL STAFF ARE ELIGIBLE TO EARN SUCH RECOGNITION AWARDS. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS.
SCHEDULE J, PART II, COLUMN B:	ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: PAYMENTS IN 2019 OF VESTED PORTIONS OF PREVIOUS DEFERRED COMPENSATION AWARDS PURSUANT TO THE NON-QUALIFIED COMPENSATION PLAN DESCRIBED ON SCHEDULE J, PART I, LINE 4B WERE AS FOLLOWS: DAVID MYERS $ 562,014 JON COHEN $ 229,073 MARIJO AHLGRIMM $ 110,783 MARK FANNING $ 145,210 MICHAEL KIRSCH $ 32,442 AWARDS MADE AND PAID IN 2019 PURSUANT TO PROVISIONS OF THE NON-QUALIFIED COMPENSATION PLAN DESCRIBED ON SCHEDULE J, PART I, LINE 4B WERE AS FOLLOWS: DAVID MYERS $ 251,767 MARK FANNING $ 80,022 MICHAEL KIRSCH $ 24,712 JON COHEN $ 200,000 PAYMENTS WERE MADE IN 2019 TO THE FOLLOWING KEY EMPLOYEES PURSUANT TO FULLY VESTED TERMS OF APPLICABLE RETENTION AGREEMENTS: DWAYNE NORRIS $ 100,000 LARRY ALBRIGHT $ 92,500 THE VALUE OF PREVIOUSLY ACCRUED, BUT UNUSED TIME OFF BENEFITS, WAS PAID IN 2019 AS FOLLOWS: JON COHEN $ 714,988 MARK FANNING $ 299,798 MICHAEL KIRSCH $ 96,108 MARIJO AHLGRIMM $ 48,862 LARRY ALBRIGHT $ 200,234 THE ARRANGEMENTS FOR PAYMENTS DESCRIBED IN ALL NOTES TO SCHEDULE J WERE APPROVED AT THE DISCRETION OF AIR'S INDEPENDENT BOARD OF DIRECTORS AFTER FOLLOWING THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED AT TREAS. REG. SECTION 53.4958-6(C). SCHEDULE J, PART II, COLUMNS B(II) AND B(III): INFORMATION ABOUT ADDITIONAL COMPENSATION PAID IN CONNECTION WITH THE SALE OF THE STUDENT ASSESSMENT DIVISION IS AS FOLLOWS: CERTAIN PAYMENTS WERE MADE TO JON COHEN AND STEPHEN KROMER PURSUANT TO AGREEMENTS AUTHORIZED BY AIR'S INDEPENDENT BOARD OF DIRECTORS AND ENTERED INTO IN EXCHANGE FOR THEIR CONTINUED LEADERSHIP AND KEY EFFORTS TOWARDS THE MAINTENANCE AND OPTIMIZATION OF THE STUDENT ASSESSMENT TESTING DIVISION WHILE AIR WAS IN THE PROCESS OF DIVESTING ITSELF OF THE DIVISION. THESE MEASURES WERE DEEMED ESSENTIAL TO SUCCESSFULLY COMPLETING AIR'S SALE OF THE DIVISION. THE TERMS OF THE AGREEMENTS FURTHER PROVIDED FOR THE SAFEGUARDING OF CONFIDENTIAL INFORMATION AND FOR SECURING KEY NON-SOLICITATION AND NON-COMPETITION PROVISIONS. CERTAIN PERFORMANCE BONUS PAYMENTS ALSO WERE MADE TO DAVID MYERS AND MARIJO AHLGRIMM IN RECOGNITION OF THEIR EXTRAORDINARY CONTRIBUTIONS TOWARDS THE SUCCESSFUL COMPLETION OF THE SALE OF THE STUDENT ASSESSMENT DIVISION. JON COHEN QUALIFIED FOR SEVERANCE OF $2,374,726 FOLLOWING HIS DEPARTURE FROM AIR PURSUANT TO HIS FULFILLMENT OF THE TERMS OF HIS EMPLOYMENT AGREEMENT WITH AIR THAT INCLUDED NON-SOLICITATION AND NON-COMPETE PROVISIONS AS WELL AS RESPONSIBILITIES ASSOCIATED WITH, AND DEEMED ESSENTIAL TO, THE SALE OF THE STUDENT ASSESSMENT TESTING DIVISION. JON COHEN ALSO WAS PAID $600,000 (PLUS INTEREST) AS PARTIAL PAYMENT PURSUANT TO THE TERMS OF A POST EMPLOYMENT, NON-SOLICITATION AND NON-COMPETE AGREEMENT THAT WAS ENTERED INTO PRIOR TO THE SALE OF THE STUDENT ASSESSMENT TESTING DIVISION. THE REMAINING OBLIGATIONS UNDER SAID AGREEMENT WERE TRANSFERRED TO, AND ASSUMED BY, THE PURCHASER OF THE STUDENT TESTING ASSESSMENT DIVISION AS OF DECEMBER 31, 2019. THE ARRANGEMENTS FOR PAYMENTS DESCRIBED IN ALL NOTES TO SCHEDULE J WERE APPROVED AT THE DISCRETION OF AIR'S INDEPENDENT BOARD OF DIRECTORS AFTER FOLLOWING THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED AT TREAS. REG. SECTION 53.4958-6(C). SCHEDULE J, PART II, COLUMN F: REFLECTS PAYMENTS OF FULLY VESTED PORTIONS OF PRIOR YEARS' DEFERRED COMPENSATION AWARDS (MADE PURSUANT TO THE PROVISIONS OF THE NON-QUALIFIED COMPENSATION PLAN AND PREVIOUSLY REPORTED IN COLUMN C OF SCHEDULE J, PART II FOR THE APPLICABLE AWARD YEARS). SUCH AMOUNTS ARE INCLUDED IN THE 2019 SCHEDULE J, PART II, COLUMN B(III).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART 1, LINE 1 AND PART III, LINE 1:	ON DECEMBER 31, 2019, AIR SOLD ITS STUDENT ASSESSMENT DIVISION (PROGRAM). THE PROCEEDS FROM THE SALE ARE INCLUDED IN BOX G AND PART I LINE 10. SEE THE FOLLOWING NOTES ON PART III LINE 1 FOR MORE INFORMATION. AIR'S MISSION IS TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. AIR'S VISION IS TO BE THE PREMIER RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE ORGANIZATION, GUIDED BY PRINCIPLES OF ETHICAL DECISION-MAKING, COLLABORATIONS, INCLUSION AND INNOVATION. TOWARD THAT VISION, AIR: - INFORMS IMPROVEMENTS TO EDUCATION, HEALTH, WORKFORCE DEVELOPMENT AND RELATED AREAS; - COLLABORATES WITH ORGANIZATIONS, POLICYMAKERS, AND PRACTITIONERS TO ADOPT EVIDENCE-BASED PRACTICES; - PARTNERS GLOBALLY AND LOCALLY WITH OTHER ORGANIZATIONS AND COMMUNITIES; AND, - INTEGRATES OUR EXPERTISE IN SUBSTANTIVE AND POLICY ARENAS, RESEARCH AND EVALUATION, AND THE IMPLEMENTATION OF EVIDENCE-BASED PRACTICES AND INTERVENTIONS. THE ACTIVITIES REPORTED HEREIN REFLECT THE RESULTS OF OPERATIONS AND FINANCIAL STATUS OF THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR). PURSUANT TO THE PROVISIONS OF THIS FORM 990, THE INFORMATION EXCLUDES THE RESULTS OF OTHER ENTITIES UNDER AIR'S CONTROL.
FORM 990, PART III, LINE 3	AFTER YEARS OF SUCCESSFULLY DEVELOPING AND OPERATING THE STUDENT ASSESSMENT DIVISION, THE BOARD DETERMINED TO RE-FOCUS AIR'S ACTIVITIES MORE INTENTLY TOWARD ACHIEVING THE OBJECTIVES INHERENT IN THE MISSION AND VISION STATEMENTS. ACCORDINGLY, THE BOARD AUTHORIZED THE DIVESTITURE OF THE ASSESSMENT DIVISION AND EFFECTIVE DECEMBER 31, 2019, AIR COMPLETED THE SALE OF THE DIVISION TO THE CAMBIUM LEARNING GROUP. SUBSEQUENT TO THE SALE, AIR CONTINUES TO PURSUE ITS MISSION OF CONDUCTING BEHAVIORAL AND SOCIAL SCIENCE RESEARCH IN THE AREAS OF EDUCATION, HEALTH AND WORKFORCE DEVELOPMENT. AIR HAS AND WILL INVEST THE SALE PROCEEDS TO STRENGTHEN ITS FINANCIAL POSITION AND TO EXPAND ITS RESEARCH, EVALUATION AND TECHNICAL ASSISTANCE ACTIVITIES IN THE AREAS OF EDUCATION, HEALTH AND WORKFORCE DEVELOPMENT IN THE UNITED STATES AND INTERNATIONALLY. TO THAT END, IN MAY 2020, SUPPORTED BY A PORTION OF THE ABOVE-REFERENCED SALE PROCEEDS, AIR ACQUIRED IMPAQ INTERNATIONAL, A GLOBAL POLICY RESEARCH, ANALYTICS AND IMPLEMENTATION ORGANIZATION WITH A STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS, AMONG OTHERS.
FORM 990, PART IV, LINE 32:	BASED ON THE IRS DEFINITION FOR SCHEDULE N, AIR DID NOT SELL MORE THAN 25% OF ITS NET ASSETS IN 2019, BUT AS PREVIOUSLY DESCRIBED, IT DID DISPOSE OF A MATERIAL PORTION OF ITS OPERATIONS WHEN IT SOLD THE STUDENT ASSESSMENT DIVISION (SEE SCHEDULE O IN RESPONSE TO FORM 990, PART III, LINE 3).
FORM 990, PART VI, SECTION B, LINE 11B	1. THE FORM 990 IS PREPARED INTERNALLY UNDER THE GUIDANCE OF THE CHIEF EXECUTIVE OFFICER (CEO)/PRESIDENT AND CHIEF FINANCIAL OFFICER (CFO)/TREASURER. 2. THE FORM 990 IS REVIEWED BY THE CFO/TREASURER, LEGAL COUNSEL, AND THE EXECUTIVE VP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT COMMITTEE AND COMPENSATION COMMITTEE. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND COMPENSATION COMMITTEES OF THE BOARD AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	ON AN ANNUAL BASIS, AIR REQUIRES THE MEMBERS OF ITS BOARD OF DIRECTORS, OFFICERS, EXECUTIVES AND KEY LEADERS TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. REQUIRED DISCLOSURES INCLUDE ANY RELATIONSHIP, OWNERSHIP INTEREST, CONTROL OR TRANSACTION WHICH MAY POSE AN ACTUAL OR PERCEIVED CONFLICT THAT COULD IMPACT AIR'S OPERATIONS OR INDEPENDENCE. THE DISCLOSURES ARE REVIEWED AND ADJUDICATED BY THE GENERAL COUNSEL AND ETHICS OFFICER AND THE CHIEF FINANCIAL OFFICER. INTERNAL CONTROLS HAVE BEEN ESTABLISHED IN AIR'S OPERATIONS TO ENSURE THAT TRANSACTIONS WITH RELATED PARTIES, IF ANY, ARE IDENTIFIED AND REVIEWED IN ADVANCE BY THE BOARD OF DIRECTORS AND APPROVED FOR EXECUTION INCLUSIVE OF ARMS LENGTH THRESHOLDS. LASTLY, ALL EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CODE OF CONDUCT, WHICH PROVIDES GUIDANCE ON CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	EXECUTIVE COMPENSATION, FRINGE BENEFITS AND RELATED POLICIES FOR THE INDIVIDUALS LISTED HEREIN ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. ANNUALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PERFORM COMPARABILITY REVIEWS OF EXECUTIVE COMPENSATION USING EXTERNALLY PUBLISHED DATA. THIS INFORMATION IS CONSIDERED IN THE DETERMINATION OF TOTAL COMPENSATION FOR THESE INDIVIDUALS AND INCLUDES THE COMMITTEE'S REVIEW OF THE EXECUTIVE'S ANNUAL PERFORMANCE. THE CONTENT OF COMMITTEE MEETINGS INVOLVING COMPENSATION DECISIONS ARE CODIFIED IN WRITTEN SUMMARIES ON A TIMELY BASIS AND MADE AVAILABLE UPON REQUEST TO AUTHORIZED PARTIES. COMPENSATION OF NON-OFFICER KEY EMPLOYEES IS NOT SET BY THE COMPENSATION COMMITTEE BUT IS REVIEWED AND APPROVED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER USING THE SAME METHODOLOGY INVOLVING COMPARISON TO EXTERNALLY AVAILABLE MARKET AND PERFORMANCE FACTORS AS DESCRIBED ABOVE.
FORM 990, PART VI, SECTION C, LINE 19	AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR WILL MAKE AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 1A, EXECUTIVE COMMITTEE:	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD CHAIR AND THE CHAIRS OF THE AUDIT, FINANCE, GOVERNANCE, HUMAN RESOURCES, INVESTMENT, AND COMPENSATION COMMITTEES. THE EXECUTIVE OFFICER IS ALSO ON THE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMMISSIONED WITH EXERCISING THE POWERS AND AUTHORITY OF THE FULL BOARD WHEN THE FULL BOARD IS NOT IN SESSION AND WHEN IT IS NOT PRACTICAL OR POSSIBLE FOR THE FULL BOARD TO CONVENE A MEETING. A QUORUM IS DEFINED AS FOUR (4) MEMBERS OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VII, SECTION B, DESCRIPTION OF SERVICES:	DATA RECOGNITION CORP. - PRINT, SCORE, AND DISTRIBUTE TEST REPORTS MEASUREMENT, INC. - PRINT, SCORE, AND DISTRIBUTE TEST REPORTS
FORM 990, PART VII, SECTION A, LINE 1A:	IN CONNECTION WITH THE DIVESTITURE OF THE STUDENT ASSESSMENT DIVISION (SEE FORM 990, PART III, LINE 3), CERTAIN BOARD MEMBERS CONTRIBUTED EXPERTISE AND LEADERSHIP THROUGHOUT THE DURATION OF THE SALE TRANSACTION PROCESS THAT SUBSTANTIALLY EXCEEDED THE REQUIREMENTS OF THEIR REGULAR BOARD DUTIES. BOARD INFORMATION REPORTED FORM 990, PART VII, INCLUDES COMPENSATION FOR ADDITIONAL MEETINGS AND TRANSACTION ANALYSIS NECESSARY TO SUCCESSFULLY COMPLETE THE SALE AS CONSUMMATED ON DECEMBER 31, 2019. ALSO SEE SCHEDULE J FOR MORE INFORMATION ON COMPENSATION MATTERS RELATED TO CERTAIN OF THE EMPLOYED PERSONS LISTED HERE.
FORM 990, PART VIII, LINE 7A, COLUMN (II):	THE SALE OF THE STUDENT ASSESSMENT DIVISION ARE INCLUDED ON THIS LINE. GROSS RECEIPTS FROM THE SALE ARE ALSO INCLUDED ON PAGE 1 BOX G AND PART 1 LINE 10. PLEASE SEE PART III LINE 3 DISCLOSURE FOR MORE DETAILS.
FORM 990, PART IX, LINE 11G	RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 286,654. MANAGEMENT AND GENERAL EXPENSES 54,032. FUNDRAISING EXPENSES 15,048. TOTAL EXPENSES 355,734. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 13,012,504. MANAGEMENT AND GENERAL EXPENSES 551,442. FUNDRAISING EXPENSES 240,379. TOTAL EXPENSES 13,804,325. HONORARIA: PROGRAM SERVICE EXPENSES 1,986,263. MANAGEMENT AND GENERAL EXPENSES 642,004. FUNDRAISING EXPENSES 407. TOTAL EXPENSES 2,628,674. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 862,196. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 862,196. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 88,870,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,870,510. CONSULTANTS: PROGRAM SERVICE EXPENSES 10,601,192. MANAGEMENT AND GENERAL EXPENSES 798,205. FUNDRAISING EXPENSES 151,397. TOTAL EXPENSES 11,550,794.
FORM 990 PART I, 16B AND PART IX, COLUMN (D) - FUNDRAISING:	FUNDRAISING CONSISTS OF THE COSTS INCURRED TO DESIGN SOLUTIONS THAT RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS. IT PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. THE STAFF ARE NOT HIRED SPECIFICALLY FOR THIS FUNDRAISING ACTIVITY BUT OCCASIONALLY SPEND A PORTION OF THEIR WORK EFFORT DEDICATED TO THE OBJECTIVE. OCCASIONALLY AIR UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE IN THE WRITING OF SERVICE SOLUTIONS. THE AMOUNT EXPENDED FOR THESE ACTIVITIES VARIES ANNUALLY AND DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS THAT RESULT FROM THIS ANNUAL FUNDRAISING ACTIVITY WILL HAVE MULTI-YEAR DURATIONS.
FORM 990, PART IX, LINE 11F:	INVESTMENT FEES EXCLUDE AMOUNTS PAID TO THE GENERAL PARTNERS OF PRIVATE INVESTMENTS. SUCH AMOUNTS ARE REPORTED AS AN OFFSET TO THE RETURNS REPORTED FOR THE RESPECTIVE PRIVATE INVESTMENTS INCLUDED AS PART OF THE UNREALIZED INVESTMENT GAINS REPORTED ON PART XI, LINE 5.
FORM 990, PART IV, LINE 12 & PART XII, LINE 2B AUDITED FINANCIAL STATEMENTS	AIR PREPARES THE CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE THE ORGANIZATION AND ITS AFFILIATES; THE STATEMENTS ARE AUDITED BY INDEPENDENT AUDITORS ON AN ANNUAL BASIS.
FORM 990 PART XII, LINE 2C AUDIT OVERSIGHT:	AIR HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	COLLEGE MEASURES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 CRYSTAL DRIVE 10TH FLOOR	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Field	Value	IRS element (for citing)
EIN	452671930	EIN
Primary Activities	SEE SCHEDULE R, PART VII	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$66,438	TotalIncomeAmt
End Of Year Assets	$95,904	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	AIR	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt
AMERICAN INSTITUTES FOR RESEARCH UK LIMITED
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS	UK	AIR	Yes (1)
LEARNING POINT ASSOCIATES
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	SEE SCHEDULE R, PART VII		AIR	Yes (1)	371161423	IL	501(C)(3)	7
NATIONAL CENTER ON FAMILY HOMELESSNESS
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	SEE SCHEDULE R, PART VII		AIR	Yes (1)	222882452	MA	501(C)(3)	7
SOUTHWEST EDUCATIONAL DEVELOPMENT CORP
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	SEE SCHEDULE R, PART VII		AIR	Yes (1)	741545911	TX	501(C)(3)	7
AIR INTERNATIONAL
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	SEE SCHEDULE R, PART VII		AIR	Yes (1)	753046958	DC	501(C)(3)	7
AIR EUROPE
1400 CRYSTAL DRIVE 10TH FL	ARLINGTON	VA	22202	SEE SCHEDULE R, PART VII	GM	AIR	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	AIR HOLDING COMPANY	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 CRYSTAL DRIVE 10TH FL	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22202	ZIPCd

Field	Value	IRS element (for citing)
EIN	522205344	EIN
Primary Activities	EDUCATIONAL SERVICES	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN INSTITUTES FOR RESEARCH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of Total Income	$1,082,981	ShareOfTotalIncomeAmt
Share Of EOY Assets	$1,744,277	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SOUTHWEST EDUCATIONAL DEVELOPMENT CORP
S	$2,823,755	ACTUAL COSTS INCURRED
SOUTHWEST EDUCATIONAL DEVELOPMENT CORP
Q	$6,435,860	ACTUAL COSTS INCURRED
AIR HOLDING COMPANY
P	$1,079,533	ACTUAL COSTS INCURRED
AIR INTERNATIONAL
P	$278,644	ACTUAL COSTS INCURRED
AIR EUROPE
P	$99,450	ACTUAL COSTS INCURRED
AIR INTERNATIONAL
R	$200,271	ACTUAL COSTS INCURRED
AIR EUROPE
R	$55,797	ACTUAL COSTS INCURRED

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE R, PART I, COLUMN B

COLLEGE MEASURES, LLC - TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS FOR STUDENTS, PARENTS, AND POLICY MAKERS. AIR IS THE SOLE MEMBER.

SCHEDULE R, PART II, COLUMN B

LEARNING POINT ASSOCIATES - EDUCATION RESEARCH, DEVELOPMENT AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. AIR IS THE SOLE MEMBER. NATIONAL CENTER ON FAMILY HOMELESSNESS - RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. AIR IS THE SOLE MEMBER. SOUTHWEST EDUCATIONAL DEVELOPMENT CORP. - EDUCATION RESEARCH, DEVELOPMENT AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. AIR IS THE SOLE MEMBER. AIR INTERNATIONAL - EDUCATIONAL RESEARCH AND EVALUATION. AIR IS THE SOLE MEMBER. A.I.R. EUROPE WAS ESTABLISHED AS A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISION OF GERMANY AND FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH /EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENT OR NON-PROFIT FUNDERS. AIR IS THE SOLE MEMBER.