ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES (EIN 84-0502574)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201923179349300902
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T06:34:20-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840502574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Association Of Governing Boards Of | BusinessNameLine1Txt |
| Business Name Line2 | Universities and Colleges | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA NAZARETH | InCareOfNm |
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2022968400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20th Street NW Suite 300 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY STOEVER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2027760814 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce Underwood | PreparerPersonNm |
| PTIN | P00022361 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.122.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820193175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 59E4D0DB9883C6416E2DC71DC6F1D77838FA21A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D37B491AB1CAEBFC8367D392888D1FDB5C2C65F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY STOEVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20th Street NW300 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,870,944 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agb.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Dedicated to strengthening the performance of boards of public and private higher education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 341 | TotalVolunteersCnt |
| Total Gross UBI | $171,148 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,087 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,514,234 | PYContributionsGrantsAmt |
| CY Contributions Grants | $871,924 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,745,238 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,228,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $801,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,813,569 | CYInvestmentIncomeAmt |
| PY Other Revenue | $174,189 | PYOtherRevenueAmt |
| CY Other Revenue | $318,520 | CYOtherRevenueAmt |
| PY Total Revenue | $14,235,033 | PYTotalRevenueAmt |
| CY Total Revenue | $14,232,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,221,726 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,588,344 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $412,848 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,700,871 | PYOtherExpensesAmt |
| CY Other Expenses | $8,782,160 | CYOtherExpensesAmt |
| PY Total Expenses | $12,922,597 | PYTotalExpensesAmt |
| CY Total Expenses | $14,370,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,312,436 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$137,611 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,198,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,997,972 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,494,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,379,332 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,704,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,618,640 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES STRENGTHENS, PROTECTS, AND ADVOCATES, ON BEHALF OF CITIZEN TRUSTEESHIP THAT SUPPORTS AND ADVANCES HIGHER EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,662,211 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,759,561 | RevenueAmt |
| Desc | Meetings, research, and AGB consulting services: the Association provides various workshops, seminars, and institutes for member presidents and trustees in addition to the annual national conference on trusteeship in major cities around the nation. Also, the Association offers a wide range of continuing education opportunities for the boards of member institutions at sites of their own choosing. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,312,340 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,322,114 | RevenueAmt |
| Desc | Publications and Digital Solutions: in addition to a regular trusteeship magazine, which is sent directly to its nearly 34,000 individual members five times annually, the association publishes about 100 titles. Some of these publications are sold as e-books. The Association began offering digital solutions in FY 2019. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $793,174 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $574,233 | RevenueAmt |
| Desc | The Department of Government and Public Affairs: The Department's mission is to provide members with knowledge and information regarding state and federal legislation, enhance the effectiveness of higher education advocacy, and represent its members on matters of public policy. It also serves as the press arm of the Association, distributing press releases and fielding calls from the media. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $763,048 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $552,422 | RevenueAmt |
| Desc | GRANT PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $763,048 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $552,422 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,530,773 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA NAZARETH | PersonNm |
| Phone | 2027760814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 20TH STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| David Miles | ||||||||
| Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGEL MENDEZ | ||||||||
| SECRETARY | 3.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC P BLACKHURST | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| NELSON CARBONELL | ||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN DORE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FRED DUVAL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JULIET V GARCIA | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHAUNA RYDER DIGGS | ||||||||
| DIRECTOR/VICE CHAIR | 3.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHY GREER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LINDA R GOODEN | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ELEANOR HORNE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY K HUGHES | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY HUMBER JR | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LEO LAMBERT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MONROE MILLER | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROSS A MUGLER | ||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| RONALD C PARKER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY SEAY | ||||||||
| DIRECTOR/VICE CHAIR | 3.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HORACIO VALEIRAS | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE YU | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD D LEGON | ||||||||
| PRESIDENT | 39.0 | 1.0 | Yes (X) | $599,873 | $0 | $84,987 | ||
| MARIA NAZARETH | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $191,415 | $0 | $54,405 | ||
| MERRILL SCHWARTZ | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $190,255 | $0 | $67,310 | ||
| MARK KELLY | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $187,309 | $0 | $38,087 | ||
| TIMOTHY MCDONOUGH | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $218,181 | $0 | $60,986 | ||
| RICHARD A BEYER | ||||||||
| PRINCIPAL | 1.0 | 39.0 | Yes (X) | $0 | $376,237 | $53,209 | ||
| RODERICK MCDAVIS | ||||||||
| PRINCIPAL | 1.0 | 39.0 | Yes (X) | $0 | $309,434 | $55,850 | ||
| JOHN OTTENHOFF | ||||||||
| INTERIM COO | 40.0 | 0.0 | Yes (X) | $104,459 | $0 | $9,741 | ||
| JAMES HUNDRIESER | ||||||||
| MANAGING DIRECTOR | 40.0 | 0.0 | Yes (X) | $0 | $303,020 | $23,559 | ||
| PATRICIA KUNKLE | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $12,075 | $0 | $2,149 | ||
| DEBORAH HODGE | ||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN HODGE-CLARK | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $97,174 | $0 | $41,202 | ||
| SUSAN W JOHNSTON | ||||||||
| EXECUTIVE VICE PRESIDENT & COO | 40.0 | 0.0 | Yes (X) | $147,635 | $0 | $65,741 | ||
| DEBORAH SEYMOUR | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $83,012 | $0 | $19,352 | ||
| STEPHEN ABBOTT | ||||||||
| DIRECTOR OF CORP RELATIONS | 40.0 | 0.0 | $127,218 | $0 | $14,320 | Yes (X) | ||
| ELIZABETH ALVARADO | ||||||||
| ASSOC DIR OF AGB CONSULTING | 40.0 | 0.0 | $107,247 | $0 | $22,733 | Yes (X) | ||
| CRISTIN TOUTSI-GRIGOS | ||||||||
| DIR PUB POLICY & ST PROGRAMS | 40.0 | 0.0 | $114,548 | $0 | $29,722 | Yes (X) | ||
| ANDREW LOUNDER | ||||||||
| DIRECTOR OF PROGRAMS | 40.0 | 0.0 | $101,564 | $0 | $12,614 | Yes (X) | ||
| HELEN LEITH | ||||||||
| DIRECTOR OF HR AND ADMIN | 40.0 | 0.0 | $106,622 | $0 | $25,577 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,388,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $988,691 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $681,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEORGE P WATT JR | |||||
| 187 IONSBOROUGH ST | MT PLEASANT | SC | 29464 | CONSULTING | $123,750 |
| BLOCHER COMPANY | |||||
| 8400 W MERCER WAY | MERCER ISLAND | WA | 98040 | CONSULTING | $145,120 |
| TERRENCE MACTAGGART | |||||
| 174 GAYTON LN | WINTHROP | ME | 04364 | CONSULTING | $192,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $58,947 | RelatedOrganizationsAmt |
| All Other Contributions | $812,977 | AllOtherContributionsAmt |
| Noncash Contributions | $10,117 | NoncashContributionsAmt |
| Total Contributions | $871,924 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $6,186,144 | $6,186,144 | |
| AGB CONSULTING | 900099 | $2,751,513 | $2,751,513 | |
| SEMINARS AND WORKSHOPS | 900099 | $1,009,937 | $1,009,937 | |
| NATIONAL CONFERENCE ON TRUSTEESHIP | 900099 | $888,715 | $888,715 | |
| PUBLICATION SALES | 900099 | $372,022 | $352,022 | $20,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,549 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,228,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,013,883 | TotalRevenueColumnAmt |
| Exclusion | $1,013,883 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,826 | TotalRevenueColumnAmt |
| Exclusion | $156,826 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,694 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,694 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,694 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $151,148 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,546 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,437,737 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,638,051 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $799,686 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $799,686 | TotalRevenueColumnAmt |
| Exclusion | $799,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,232,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,208,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $171,148 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,980,941 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,016 | TotalAmt |
| Program Services | $881,149 | ProgramServicesAmt |
| Management And General | $1,254,867 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351,217 | TotalAmt |
| Program Services | $1,246,905 | ProgramServicesAmt |
| Management And General | $952,561 | ManagementAndGeneralAmt |
| Fundraising | $151,751 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,448 | TotalAmt |
| Program Services | $242,361 | ProgramServicesAmt |
| Management And General | $151,546 | ManagementAndGeneralAmt |
| Fundraising | $15,541 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,590 | TotalAmt |
| Program Services | $112,696 | ProgramServicesAmt |
| Management And General | $271,247 | ManagementAndGeneralAmt |
| Fundraising | $23,647 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,073 | TotalAmt |
| Program Services | $173,568 | ProgramServicesAmt |
| Management And General | $98,226 | ManagementAndGeneralAmt |
| Fundraising | $12,279 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,246 | TotalAmt |
| Program Services | $92,029 | ProgramServicesAmt |
| Management And General | $43,900 | ManagementAndGeneralAmt |
| Fundraising | $7,317 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,466 | TotalAmt |
| Program Services | $31,938 | ProgramServicesAmt |
| Management And General | $48,260 | ManagementAndGeneralAmt |
| Fundraising | $2,268 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252,631 | TotalAmt |
| Program Services | $2,931,714 | ProgramServicesAmt |
| Management And General | $1,220,118 | ManagementAndGeneralAmt |
| Fundraising | $100,799 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,031 | TotalAmt |
| Program Services | $218,940 | ProgramServicesAmt |
| Management And General | $40,696 | ManagementAndGeneralAmt |
| Fundraising | $3,395 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,658 | TotalAmt |
| Program Services | $164,312 | ProgramServicesAmt |
| Management And General | $74,201 | ManagementAndGeneralAmt |
| Fundraising | $2,145 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,010 | TotalAmt |
| Program Services | $472,333 | ProgramServicesAmt |
| Management And General | $476,024 | ManagementAndGeneralAmt |
| Fundraising | $46,653 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,604 | TotalAmt |
| Program Services | $329,930 | ProgramServicesAmt |
| Management And General | $224,463 | ManagementAndGeneralAmt |
| Fundraising | $28,211 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,838 | TotalAmt |
| Program Services | $1,139,738 | ProgramServicesAmt |
| Management And General | $36,571 | ManagementAndGeneralAmt |
| Fundraising | $2,529 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,499 | TotalAmt |
| Program Services | $92,111 | ProgramServicesAmt |
| Management And General | $77,941 | ManagementAndGeneralAmt |
| Fundraising | $9,447 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,660 | TotalAmt |
| Program Services | $29,617 | ProgramServicesAmt |
| Management And General | $13,343 | ManagementAndGeneralAmt |
| Fundraising | $1,700 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS/CONTINGENCY | $440,795 | $72,972 | $364,475 | $3,348 |
| DUES & SUBSCRIPTIONS | $169,040 | $44,364 | $122,858 | $1,818 |
| BAD DEBT | $129,628 | $129,628 | $0 | $0 |
| CORPORATE SPONSORSHIPS | $38,965 | $91,379 | -$52,414 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,089 | TotalAmt |
| Program Services | $33,089 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,370,504 | TotalAmt |
| Program Services | $8,530,773 | ProgramServicesAmt |
| Management And General | $5,426,883 | ManagementAndGeneralAmt |
| Fundraising | $412,848 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,093 | BOYAmt |
| EOY | $691,107 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,795,481 | BOYAmt |
| EOY | $2,567,680 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,349 | BOYAmt |
| EOY | $17,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,846 | BOYAmt |
| EOY | $678,276 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,654 | BOYAmt |
| EOY | $282,300 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,094 | BOYAmt |
| EOY | $298,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,962,608 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,374,281 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,353 | BOYAmt |
| EOY | $588,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,314,574 | BOYAmt |
| EOY | $10,846,585 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,465 | BOYAmt |
| EOY | $977,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,198,909 | BOYAmt |
| EOY | $16,997,972 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,746 | BOYAmt |
| EOY | $335,154 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,365,712 | BOYAmt |
| EOY | $3,327,594 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,812,937 | BOYAmt |
| EOY | $1,716,584 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,395 | BOYAmt |
| EOY | $5,379,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,836,829 | BOYAmt |
| EOY | $11,514,003 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,685 | BOYAmt |
| EOY | $104,637 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,704,514 | BOYAmt |
| EOY | $11,618,640 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,198,909 | BOYAmt |
| EOY | $16,997,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$137,611 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$948,263 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,643,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,915,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $869,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,514,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $871,924 | CurrentTaxYearAmt |
| Total | $7,815,912 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,476,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,991,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,941,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,730,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,208,880 | CurrentTaxYearAmt |
| Total | $51,349,959 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,120,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,907,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,811,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,244,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,080,804 | CurrentTaxYearAmt |
| Total | $59,165,871 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,750 | CurrentTaxYearAmt |
| Total | $596,117 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,750 | CurrentTaxYearAmt |
| Total | $596,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,569,754 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $626,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $655,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,181,255 | CurrentTaxYearAmt |
| Total | $3,496,455 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $338,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $693,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $626,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $655,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,181,255 | CurrentTaxYearAmt |
| Total | $3,496,455 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,869 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,461,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,601,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,438,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,900,923 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,262,059 | CurrentTaxYearAmt |
| Total | $62,665,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93465 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93999 | PublicSupportPY509Pct |
| Investment Income CY | 0.05580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04884 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $22,151 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $18,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $40,151 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule C, Part 1-A, Line 1 | FormAndLineReferenceDesc |
| Explanation | The organization hired a firm to assist with advocacy efforts. AGB tracked a number of issues during the fiscal year - Particularly those impacting the fiduciary interest of trustees and boards. Of special focus were issues related to the federal budget and appropriations, as well as free speech concerns, and tax issues. AGB also leveraged its policy efforts by working with the higher education community and joined several community letters and statements on issues such as appropriations, tax reform, student loans, and accreditation. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,189,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $923,693 | DepreciationAmt |
| Book Value | $265,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $357,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $250,410 | DepreciationAmt |
| Book Value | $106,983 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $415,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,178 | DepreciationAmt |
| Book Value | $215,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $588,327 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION INVEST | $925,580 |
| OTHER ASSETS | $52,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $977,919 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $925,580 |
| DEFERRED RENT | $791,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,716,584 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,324,433 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$948,263 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $48,750 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$899,513 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,223,946 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,947 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,947 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,232,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,419,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,750 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $48,750 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,370,504 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $14,370,504 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule d, part x, line 2 | AGB DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. AGB HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, AGB HAS FILED INTERNAL REVENUE FORM 990 TAX RETURNS AS REQUIRED AND ALL APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. AGB BELIEVES THAT THEY ARE NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, THERE ARE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. |
| Schedule d, part xi, line 4b: | NET ASSETS TRANSFERRED TO PARENT FROM AGB STRATEGIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD D LEGON | ||||||||||||||
| PRESIDENT | $433,443 | $0 | $152,121 | $0 | $14,309 | $0 | $53,330 | $0 | $31,657 | $0 | $684,860 | $0 | $0 | $0 |
| MARIA NAZARETH | ||||||||||||||
| VICE PRESIDENT | $181,863 | $0 | $9,000 | $0 | $552 | $0 | $39,717 | $0 | $14,688 | $0 | $245,820 | $0 | $0 | $0 |
| MERRILL SCHWARTZ | ||||||||||||||
| SENIOR VICE PRESIDENT | $178,671 | $0 | $10,000 | $0 | $1,584 | $0 | $40,955 | $0 | $26,355 | $0 | $257,565 | $0 | $0 | $0 |
| MARK KELLY | ||||||||||||||
| VICE PRESIDENT | $182,309 | $0 | $5,000 | $0 | $0 | $0 | $21,536 | $0 | $16,551 | $0 | $225,396 | $0 | $0 | $0 |
| TIMOTHY MCDONOUGH | ||||||||||||||
| VICE PRESIDENT | $211,181 | $0 | $7,000 | $0 | $0 | $0 | $28,277 | $0 | $32,709 | $0 | $279,167 | $0 | $0 | $0 |
| RICHARD A BEYER | ||||||||||||||
| PRINCIPAL | $0 | $234,737 | $0 | $52,500 | $0 | $89,000 | $0 | $30,330 | $0 | $22,879 | $0 | $429,446 | $0 | $0 |
| RODERICK MCDAVIS | ||||||||||||||
| PRINCIPAL | $0 | $271,886 | $0 | $34,500 | $0 | $3,048 | $0 | $34,959 | $0 | $20,891 | $0 | $365,284 | $0 | $0 |
| JAMES HUNDRIESER | ||||||||||||||
| MANAGING DIRECTOR | $0 | $182,770 | $0 | $0 | $0 | $120,250 | $0 | $18,540 | $0 | $5,019 | $0 | $326,579 | $0 | $0 |
| SUSAN W JOHNSTON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & COO | $146,843 | $0 | $792 | $58,530 | $7,211 | $213,376 | $0 | |||||||
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J Part I Line 1a | TRAVEL FOR COMPANIONS - AGB'S PRESIDENT, RICHARD LEGON, HAS A CONTRACT WITH AGB. THE TERMS OF THE CONTRACT STATE THAT THESE EXPENSES SHALL INCLUDE THOSE INCURRED BY MRS. LEGON WHEN SHE IS TRAVELING WITH OR OTHERWISE ASSISTING MR. LEGON IN THE PERFORMANCE OF HIS DUTIES FOR AGB. BUSINESS CLUB DUES ARE PAID FOR MR. LEGON. |
| Schedule J Part I Line 4b | 457(B): RICHARD LEGON $18,500, SUSAN JOHNSTON $18,500, MARIA NAZARETH $18,500 AND MERRILL SCHWARTZ $18,500 457(F): SUSAN JOHNSTON RECEIVED A $25,000 CONTRIBUTION TO HER 457(F) PLAN IN 2018. AGB PREVIOUSLY DEFERRED COMPENSATION BENEFIT FOR SUSAN JOHNSTON. SHE LEFT EMPLOYMENT WITH AGB IN 2018 AND FORFEITED THIS BENEFIT. |
| SCHEDULE J, PART I, LINE 5B: | THE TOTAL ANNUAL FISCAL YEAR COMPENSATION OPPORTUNITY AVAILABLE TO RICHARD BEYER IS $350,000, COMPRISING A SALARY COMPONENT AND AN INCENTIVE AND CONSULTING FEE COMPONENT. CORPORATION PAYS AN ANNUAL BASE SALARY IN THE AMOUNT OF $245,000. ADDITIONALLY, THE EXECUTIVE SHALL RECEIVE 15% OF THE TOTAL ANNUAL COMPENSATION OPPORTUNITY AS AN INCENTIVE AWARD, AND A MAXIMUM OF 15% OF THE TOTAL ANNUAL COMPENSATION OPPORTUNITY IN CONSULTING FEES FOR SERVICES PROVIDED. INCLUDED IN THE OTHER REPORTABLE COMPENSATION IS AN AMOUNT OF $52,000 PAID IN CONSULTING FEES. IN CALENDAR YEAR 2018, RICHARD BEYER RECEIVED $89,000 IN CONSULTING FEES INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| SCHEDULE J, PART II, LINE 1(B)(II) | RETENTION INCENTIVE BENEFIT IN 2017, RICHARD LEGONS DEFERRED COMPENSATION RETIREMENT AND POST-RETIREMENT MEDICAL INSURANCE BENEFITS WERE CONVERTED INTO AN ANNUAL CURRENT INCOME RETENTION INCENTIVE BENEFIT THAT VESTS ANNUALLY PROVIDED THAT HE IS SERVING AS PRESIDENT OF AGB IN ACCORDANCE WITH THE TERMS OF THE AGREEMENT. HE RECEIVED AN ADDITIONAL INCENTIVE DURING THE CALENDAR YEAR THAT IS INCLUDED IN THE AMOUNT REPORTED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Section A Line 11b | FORM 990, PART VI, SECTION B LINE 11 990 Review Process: 1. The Finance office transmits schedules and checklists to the return preparer by September 13, 2019, two months before the due date. 2. The President and Vice President for Finance, conduct an internal review of draft Forms 990 on October 15, 2019. 3. The Vice President for Finance transmits the draft Forms 990 to AGBs Board of Directors by October 18, 2019. 4. The members of the Audit Committee have a week for review, comments and questions (October 21 October 28, 2019) after which the committee meets on a conference call. All members of the board are invited to join the call scheduled for November 1st at 2 p.m. (ET). 5. The review of Form 990 is conducted by the Audit Committee. Participation of all directors is welcome and encouraged. The review begins with the presentation of data to the committee by the Vice President for Finance. Underlying data that supports the returns may be requested by the committee. The committee reviews the returns to ensure they are consistent with the financial statements, the governance questions are answered correctly, the descriptive information reflects the position of AGB, description of the programs are accurate, and the return is complete. 6. The return is finalized(on November 5, 2019) no later than 10 days before the tax deadline, and includes any changes suggested by the Audit Committee. 7. Directors receive an executive summary of changes (if any) electronically prior to filing of the final Form 990. 8. The Chair of the Audit Committee provides a report on the review of the completed Form 990 to the AGB board at its next scheduled meeting (November 15, 2019). |
| Part VI Section A Line 12c | Staff: AGB requires that officers and employees will perform their duties conscientiously, honestly, and in accordance with the best interests of the association. AGB officers and employees must not use their position or the knowledge gained as a result of their position for private or personal advantage. Regardless of the circumstances, if officers or employees sense that a course of action they have pursued, are currently pursuing, or are contemplating pursuing may involve them in a conflict of interest with AGB, they should immediately communicate all the facts to his or her supervisor. All staff members will be asked to complete and sign the attached disclosure form on an annual basis. Board of directors: the director having such conflict shall not participate or use any personal influence in the discussion of the subject or make any recommendations regarding the subject. However, the director will briefly state the nature of the conflict and will be expected to answer pertinent questions from the other directors when the director's knowledge of the subject will assist the board. The minutes of any meeting at which the subject involving the conflict is discussed shall reflect that a disclosure was made and that the conflicted director refrained from discussion, except to the extent provided above, and did not vote on the subject. The secretary annually, and at other times on request from any member of the board, shall make available to the members of the board copies of this policy and the statement for disclosing conflicts. Any board member may request a determination from the board as to the existence of a conflict of interest. The board's decision, by majority vote, shall bind the board member and the board. |
| Part VI Section A Line 15a and 15b | Process to determine compensation of the president: presidential compensation is determined with the use of comparability data researched by a management/hr consulting firm and discussed by AGB's compensation committee and general counsel. During the process, the president presents a document to the committee outlining his goals and accomplishments for the past year. After review of data and the president's self-assessment, the committee determines whether to approve the compensation process to determine compensation of officers: compensation is determined with the use of comparability data researched by a management/hr consulting firm and discussed by AGB's compensation committee and general counsel. During the process, the president presents a document (or makes verbal presentation) to the committee outlining the goals for the association, accomplishments of the leadership team during the past year and recommendations for salary increases. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST CONFLICT OF INTEREST POLICY: OWN WEBSITE AND ALSO PROVIDED UPON REQUEST FINANCIAL STATEMENTS: PROVIDED UPON REQUEST. |
| FORM 990, PART XII, LINE 2c | OVERSIGHT OF AUDIT: THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTANT FEES TOTAL FEES:3710557 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY HELP TOTAL FEES:80593 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRINTING & DESIGN TOTAL FEES:461481 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB Strategies | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20TH ST NW SUITE 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474663821 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB SEARCH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 20TH ST NW SUITE 425 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271963417 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $6,081,905 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,778,375 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AGB SEARCH LLC | ||
| A | $151,148 | FMV |
| AGB SEARCH LLC | ||
| C | $50,000 | FMV |
| AGB SEARCH LLC | ||
| F | $247,000 | FMV |
| AGB SEARCH LLC | ||
| P | $50,000 | FMV |
| AGB SEARCH LLC | ||
| Q | $99,913 | COST |
| AGB SEARCH LLC | ||
| O | $5,000 | COST |
| AGB STRATEGIES | ||
| Q | $6,510 | COST |
| AGB STRATEGIES | ||
| J | $2,279 | FMV |
| AGB STRATEGIES | ||
| L | $11,575 | COST |
| AGB STRATEGIES | ||
| A | $10,546 | FMV |
| AGB STRATEGIES | ||
| C | $8,947 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, PART II, BOX B | PRIMARY ACTIVITY: ASSIST COLLEGES AND UNIVERSITIES WITH THEIR BUSINESS MODEL. |
| FORM 990, SCHEDULE R, PART IV, BOX B | PRIMARY ACTIVITY: CONDUCT EXECUTIVE LEVEL SEARCHES FOR UNIVERSITIES/COLLEGES. |
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