2025-11-17T16:53:58-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2024-01-01 250965219 AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES AMER 2024035000 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 PAMELA J KEEFE CHIEF FINANCIAL OFFICER 2024035000 2025-11-17 1 1 MARY TORRETTA P00847851 7038477500 2024 2025-03-06 01:10:19Z JESSICA HEPPEN 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 787461152 0 X WWW.AIR.ORG X 1946 PA SEE SCHEDULE O 15 13 1875 0 1705587 219941 346030723 79603069 720068 292842797 10097815 65956279 -1538485 -1214674 355310121 437187471 5896681 6598862 0 0 242878738 263407896 445927 307556 20630064 120357782 133460740 369579128 403775054 -14269007 33412417 1012152879 1058621770 149497891 138798700 862654988 919823070 X SEE SCHEDULE OAIR'S MISSION IS TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD.AIR'S VISION IS TO BE A PREMIER RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE ORGANIZATION, GUIDED BY PRINCIPLES OF ETHICAL DECISION-MAKING, COLLABORATIONS, INCLUSION, AND INNOVATION.TOWARD THIS VISION, SPECIFICALLY, AIR:- INFORMS IMPROVEMENTS TO EDUCATION, HEALTH, WORKFORCE DEVELOPMENT AND RELATED SOCIAL SCIENCES AREAS.- COLLABORATES WITH ORGANIZATIONS, POLICYMAKERS, AND PRACTITIONERS TO ADOPT EVIDENCE-BASED PRACTICES.- PARTNERS GLOBALLY AND LOCALLY WITH OTHER ORGANIZATIONS AND COMMUNITIES; AND,- INTEGRATES EXPERTISE IN SUBSTANTIVE AND POLICY ARENAS, RESEARCH AND EVALUATION, AND THE IMPLEMENTATION OF EVIDENCE-BASED PRACTICES AND INTERVENTIONS. 0 0 301501285 79603069 292404864 AIR CONDUCTS BEHAVIORAL AND SOCIAL SCIENCE RESEARCH AND DELIVERS TECHNICAL ASSISTANCE TOWARD SOLVING SOME OF THE MOST URGENT CHALLENGES IN THE U.S. AND ABROAD. DURING 2024, AIR GENERATED REVENUE BY PROVIDING CONTRACTED SERVICES OR FROM GRANTS RECEIVED FROM FEDERAL AND STATE AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS (COLLECTIVELY, REFERRED TO AS CLIENT SERVICES). NET EARNINGS ARE REINVESTED TO STRENGTHEN LONG-TERM INSTITUTIONAL VITALITY.NARRATIVE IS CONTINUED ON SCHEDULE OTHE EXPERTISE AND ACTIVITIES OF CLIENT SERVICES SPAN BROADLY AND DEEPLY ACROSS HUMAN SERVICES, HEALTH AND INTERNATIONAL SECTORS AND SUPPORT STAKEHOLDERS RANGING FROM POLICYMAKERS, PUBLIC SERVICE PROFESSIONALS AND PRACTITIONERS AS THEY SHAPE OUTCOMES FOR YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO IMPROVE QUALITY, ACCESS, ENABLE THRIVING OPPORTUNITIES, AND IMPROVE LIVES FOR ALL. AIR ALSO CONDUCTS AND APPLIES RIGOROUS RESEARCH AND EVALUATION TO PROVIDE GOVERNMENTS AND INTERNATIONAL AID AGENCIES WITH TOOLS, EXPERTISE, AND INFORMATION TO MEASURE THE PROGRAMS' EFFECTIVENESS, INITIATIVES, AND INSTITUTIONS. THROUGH TECHNICAL ASSISTANCE, AIR HELPS LEADERS, POLICYMAKERS, AND ORGANIZATIONS BUILD, PILOT, AND IMPLEMENT FIELD-BASED ACTIVITIES IN DEVELOPING COUNTRIES. 26913856 6598862 21271 AIR USES BOARD-AUTHORIZED APPROPRIATIONS FROM ITS QUASI-ENDOWMENT TO SUPPORT INITIATIVES (COLLECTIVELY REFERRED TO AS THE AIR OPPORTUNITY FUND) THAT ARE TYPICALLY NOT OTHERWISE FINANCED BY EXTERNAL SOURCES. THROUGH THIS WORK, AIR AIMS TO: (1) BRIDGE THE GAP BETWEEN RESEARCH AND PRACTICE BY SUPPORTING PROJECTS THAT APPLY EVIDENCE TO REAL-WORLD CHALLENGES IN EDUCATION, WORKFORCE DEVELOPMENT, NEIGHBORHOOD SAFETY, AND HEALTH AND WELL-BEING; (2) STRENGTHEN ORGANIZATIONAL AND INDIVIDUAL CAPACITY --AND THE STRUCTURES, TOOLS, AND PROCESSES THAT ENABLE THE EFFECTIVE USE OF EVIDENCE IN POLICY AND PRACTICE; AND (3) INVEST IN INNOVATIVE EFFORTS THAT DEMONSTRATE THE POTENTIAL TO TRANSLATE RESEARCH INTO MEASURABLE IMPROVEMENTS FOR PEOPLE AND COMMUNITIES.NARRATIVE IS CONTINUED ON SCHEDULE OAIR OPPROTUNITY FUND IS FUNDED WITH A PORTION OF THE ANNUAL APPROPRIATION FROM THE QUASI-ENDOWMENT. THE AMOUNT OF THE ANNUAL APPROPRIATION IS GUIDED BY THE INTENTION OF MAINTAINING THE LONG-TERM, INFLATION-ADJUSTED PURCHASING POWER OF THE QUASI-ENDOWMENT AND GENERALLY RANGES UP TO 5% OF THE TRAILING THIRTY-SIX-MONTH FAIR MARKET VALUE OF THE UNDERLYING INVESTMENT PORTFOLIO. 328415141 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 1348 0 1 1875 1 1 1 1 HA BK MX 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA HI IL KY MA MI MN NJ NM NY OR PA RI TN UT X PAMELA J KEEFE 2024035000 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 DAVID MYERS CEO (END 02/24)/ BD & CMTE MEMBER 2.00 0.00 X X 1634366 0 13293 JESSICA HEPPEN PRESIDENT (ALL OF 2024) & CEO (AS OF 03/24) 40.00 1.00 X X 953106 0 40508 LAWRENCE BOBO BD & CMTE MEMBER, BD CHAIR 6.50 0.00 X X 125000 0 0 NANCY CANTOR BRECHIN BD & CMTE MEMBER, CMTE CHAIR 5.00 0.00 X 92000 0 0 KIMBERLY PATTILLO BROWNSON BD & CMTE MEMBER, BD CMTE CHAIR 5.00 0.00 X 92000 0 0 ALICIA KARAM HARKNESS BD, CMTE MEMBER & BD CMTE CHAIR 5.00 0.00 X 92000 0 0 KATHY MCKINLESS BD & CMTE MBR, BD CMTE CHAIR 5.00 0.00 X 92000 0 0 SOL PELAVIN BD CMTE MBR BD & CMTE CHAIR, FMR PRES 5.00 0.00 X 92000 0 0 ANDREW LIAKOPOULOS BD & CMTE MEMBER, BD CMTE CHAIR 5.00 0.00 X 90000 0 0 MANUEL PASTOR BD & CMTE MEMBER 2.00 0.00 X 83000 0 0 MICHAEL STOLL BD & CMTE MEMBER 2.00 0.00 X 76250 0 0 MAYRA E ALVAREZ BD & CMTE MEMBER 2.00 0.00 X 74000 0 0 EDWARD HAMBURG BD & CMTE MBR, BD CMTE CHAIR 5.00 0.00 X 70000 0 0 ROBERT F BORUCH BD & CMTE MEMBER (END 12/24) 2.00 0.00 X 67250 0 0 ROBERT ROSS BD & CMTE MEMBER (AS OF 06/24) 2.00 0.00 X 45208 0 0 MARIJO AHLGRIMM TREAS EXEC VP & CFO (END 07/24), SEE SCH J 40.00 1.00 X 914364 0 21702 CATHERINE E LIVINGSTON SEC., CHIEF LEGAL OFFC (AS OF 02/24) 40.00 1.00 X 416418 0 61798 PAMELA KEEFE TREAS., SR VP & CFO (AS OF 04/24) 40.00 1.00 X 450835 0 14074 DONA KILPATRICK SEC., GENERAL COUNSEL (END 07/24) 40.00 1.00 X 385144 0 366564 JULIE R KOCHANEK SR VP, HUMAN SERVICES 40.00 0.00 X 422869 0 66715 TIMOTHY B HILL SR VICE PRESIDENT, HEALTH DIVISON 40.00 0.00 X 448622 0 25943 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 40.00 0.00 X 431918 0 35645 LESLEY A SEPANLOO SR VP, HUMAN RES & WORKPLACE MGMT 40.00 0.00 X 403160 0 60191 DONALD LINDSEY CHIEF INVESTMENT OFFICER 40.00 0.00 X 371076 0 48847 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00 0.00 X 337577 0 24820 LAWRENCE B TRAPUZZANO VP, PROGRAM FINANCE (END 12/24) 40.00 0.00 X 521993 0 47895 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 40.00 0.00 X 437528 0 44907 MICHAEL GARET VP & INSTITUTE FELLOW 40.00 0.00 X 441126 0 37219 MAKINI NYANTEH CCO AND SR VP - COMMUNICATIONS 40.00 0.00 X 430798 0 43837 MAI HUBBARD VP, HEALTH 40.00 0.00 X 400313 0 53143 DAVID BAKER SR VP, HEALTH DIVISION (END 09/23) 40.00 0.00 X 269246 0 23407 10761167 0 1030508 804 1 1 0 QUEST ANALYTICS LLC 9225 INDIAN CREEK PARKWAY STE 200 OVERLAND PARK KS 66210 SUBCONTRACTING SERVICES 7680778 NEXT FIFTEEN COMMS CORP 100 MONTGOMERY ST STE 1101 SAN FRANCISCO CA 94104 SUBCONTRACTING SERVICES 4411726 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 SUBCONTRACTING SERVICES 2091970 SOCIAL POLICY RESEARCH ASSOCIATES INC 1333 BROADWAY SUITE 510 OAKLAND CA 94612 SUBCONTRACTING SERVICES 1420131 TRUSTEES OF BOSTON UNIVERSITY 25 BUICK STREET 3RD FLOOR BOSTON MA 02215 SUBCONTRACTING SERVICES 1177732 146 60178494 19424575 79603069 PROJECTS 541900 292821526 292404864 416662 CONFERENCE INCOME 541900 14197 14197 SPEAKING INCOME 541900 7074 7074 292842797 21475552 1288925 20186627 2002 2002 6274803 7491479 -1216676 -1216676 -1216676 387262929 342782202 44480727 44480727 44480727 437187471 292426135 1705587 63452680 X 4298852 4298852 398500 398500 1901510 1901510 8919127 1578460 7340667 23407 21066 2341 208078375 181272147 11762128 15044100 14028481 11922285 1086653 1019543 18029383 15264694 1452499 1312190 14329123 12064520 1240959 1023644 669758 239299 409978 20481 360383 360383 307556 307556 11386425 11386425 67332186 64865511 2238762 227913 5907201 4739116 924245 243840 12796780 11192538 1148038 456204 8345459 6201562 1627233 516664 6599046 6012808 359498 226740 4379971 3995043 303521 81407 26405 26405 13462378 1503040 11832660 126678 569851 86280 475985 7586 FOCUS GROUP EXPENSES 705546 705510 36 0 UBIT 526076 0 526076 0 MISC. EXPENSES 368105 152400 213082 2623 DUES MEMBERSHIPS & SUBS 25170 0 12275 12895 403775054 328415141 54729849 20630064 42381489 41310214 62810756 78190635 4439396 5003665 26882362 17276557 9483104 9605805 497433893 516009478 270638525 307450131 74393585 62928027 50572131 38123815 1012152879 1058621770 63693880 66548168 27271706 27778489 58532305 44472043 149497891 138798700 X 862654988 919823070 862654988 919823070 1012152879 1058621770 X 33412417 23086994 668671 X 0 1 X 1 1 1 X 76038409 75797546 77440391 77246939 79603069 386126354 192816211 215837770 252436314 268783784 292404864 1222278943 268854620 291635316 329876705 346030723 372007933 1608405297 0 98219130 106608990 128374368 140485331 141920377 615608196 98219130 106608990 128374368 140485331 141920377 615608196 992797101 13670476 12649459 17064825 25638754 26463432 95486946 13670476 12649459 17064825 25638754 26463432 95486946 0 6153894 1481863 -664758 1235548 8206547 282525096 310438669 348423393 371004719 399706913 1712098790 0.57990 0.55280 0.05580 0.04290 X FORM 990, SCHEDULE A, PART III IN 2024, AIR CHANGED ITS REVENUE CLASSIFICATIONS ON PART VIII, LINES 1 AND 2 TO CONFORM WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. ACCORDINGLY, REVENUE CLASSIFICATIONS ON SCHEDULE A HAVE CHANGED TO MATCH THE NEW PRESENTATION. IN ADDITION, FOR 2024, AIR SWITCHED FROM COMPLETING THE SUPPORT SCHEDULE AT SCHEDULE A, PART II TO THE SUPPORT SCHEDULE AT SCHEDULE A, PART III. THE SUPPORT SCHEDULE COMPLETED THIS YEAR ALIGNS WITH AIR'S CLASSIFICATION AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 757348030 5713856 76449562 26913856 812597592 685196415 25776284 69151615 22776284 757348030 785173218 23472954 -104177736 19272021 685196415 665477806 25184555 105695412 11184555 785173218 701090065 -103304663 75648027 7955623 665477806 1.00000 0 0 19449079 11054112 8394967 5273832 4062994 1210838 2159451 2159451 0 9605805 1301120 C ALTERNATIVE INVESTMENTS 306149011 F 307450131 RIGHT OF USE LIABILITIES 44438286 SUBLEASE DEPOSITS 33757 44472043 X 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. THE QUASI-ENDOWMENT SUPPORTS THE MISSION AND IS AVAILABLE: 1) TO ENSURE AIR'S LONG-TERM, FINANCIAL STRENGTH AND LIQUIDITY, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS 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: MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY DOMESTIC AND INTERNATIONAL TAXING AUTHORITIES. THERE ARE NO DOMESTIC EXAMINATIONS IN PROGRESS. EXAMINATIONS BY INTERNATIONAL TAX AUTHORITIES OCCUR PURSUANT TO RELATED STATUTES. MANAGEMENT RECORDS ESTIMATES FOR SUCH TAX EXPOSURES WHICH HAVE HISTORICALLY BEEN IMMATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 8 PROGRAM SERVICES SEE SCHEDULE F, PART V 430089 NORTH AMERICA 1 100 PROGRAM SERVICES SEE SCHEDULE F, PART V 6344149 EAST ASIA AND THE PACIFIC 0 14 PROGRAM SERVICES SEE SCHEDULE F, PART V 604769 SOUTH ASIA 0 2 PROGRAM SERVICES SEE SCHEDULE F, PART V 189117 SUB-SAHARAN AFRICA 2 137 PROGRAM SERVICES SEE SCHEDULE F, PART V 4652810 EUROPE (INCLUDING ICELAND & GREENLAND) 1 42 PROGRAM SERVICES SEE SCHEDULE F, PART V 1023888 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 1642586 NORTH AMERICA 0 0 GRANTMAKING 75850 SOUTH AMERICA 0 0 GRANTMAKING 126961 SOUTH ASIA 0 0 GRANTMAKING 56112 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 127109198 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 5119731 4 303 0 0 4 303 14963258 132412002 147375260 NORTH AMERICA CASH TRANSFERS- MEXICO, BRAZIL, COLUMBIA (1) 75850 FUND TRANSFERS 0 SOUTH AMERICA CASH TRANSFERS- MEXICO, BRAZIL, COLUMBIA (2) 64808 FUND TRANSFERS 0 SOUTH AMERICA CASH TRANSFERS- MEXICO, BRAZIL, COLUMBIA (2) 62153 FUND TRANSFERS 0 SOUTH ASIA IMPACTS OF INEQUITY-INDIA (3&4) 47157 FUND TRANSFERS 0 SOUTH ASIA MENSTRUAL HEALTH HYGIENE (4) 7878 FUND TRANSFERS 0 SUB-SAHARAN AFRICA IMPACT NETWORK (ZAMBIA) (5&6) 962434 FUND TRANSFERS 0 SUB-SAHARAN AFRICA IMPACT NETWORK - PROMOTING EQUALITY IN AFRICAN SCHOOLS (7) 24429 FUND TRANSFERS 0 SUB-SAHARAN AFRICA AMPLIFYING WOMENS VOICES (8) 8600 FUND TRANSFERS 0 SUB-SAHARAN AFRICA CONTRIBUTIONS (9) 10000 FUND TRANSFERS 0 SUB-SAHARAN AFRICA PARTNERSHIP PIPELINE PROGRAM - AFRICA (10) 10875 FUND TRANSFERS 0 SUB-SAHARAN AFRICA PARTNERSHIP PIPELINE PROGRAM - AFRICA (10) 9750 FUND TRANSFERS 0 SUB-SAHARAN AFRICA PARTNERSHIP PIPELINE PROGRAM - AFRICA (11) 115435 FUND TRANSFERS 0 SUB-SAHARAN AFRICA PARTNERSHIP PIPELINE PROGRAM - AFRICA (11) 123970 FUND TRANSFERS 0 SUB-SAHARAN AFRICA ORANGE-FLESHED SWEET POTATO - TANZANIA (12) 87242 FUND TRANSFERS 0 SUB-SAHARAN AFRICA ORANGE-FLESHED SWEET POTATO - TANZANIA (12) 189851 FUND TRANSFERS 0 SUB-SAHARAN AFRICA GLOBAL HEALTH CORPS NYC (13) 100000 FUND TRANSFERS 0 13 3 1 0 1 1 1 0 PART I, LINE 2: AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST OF: 1) THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES, AS DETERMINED BY THE APPLICABLE CONTRACT OR GRANT AWARDED TO AIR; AND 2) INVESTMENT, AS A LIMITED PARTNER, IN LONG-TERM PRIVATE PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS. PART I, LINE 3: ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES AND FMV FOR REPORTING INVESTMENTS. PART I, COLUMN E - PROGRAM SERVICES IN FOREIGN REGION: DURING 2024, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS IN COUNTRIES INCLUDING, BUT NOT LIMITED TO, BOSNIA, ETHIOPIA, KENYA, AND MEXICO. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION, LABOR AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL, WORKFORCE AND OTHER OUTCOMES IN DEVELOPING COUNTRIES. PART II, COLUMN D - PURPOSE OF FOREIGN GRANTS: CONSISTENT WITH ITS MISSION, DURING 2024, AIR AWARDED GRANTS TO ORGANIZATIONS OUTSIDE THE US TO: (1&2) CONDUCT COLLABORATIVE RESEARCH WITH UNIVERSITIES IN COLOMBIA, MEXICO, AND BRAZIL TO EXAMINE EXCLUSION IN CASH TRANSFER PROGRAMS AND IDENTIFY STRATEGIES TO IMPROVE EQUITY AND INCLUSION PARTICULARLY FOR INDIVIDUALS WITH INTERSECTIONAL IDENTITIES. (3) COLLECT DATA ON THE "IMPACTS OF INEQUITIES IN ACCESS TO LANGUAGE OF EDUCATION ON EDUCATIONAL ACHIEVEMENT: "EVIDENCE FROM INDIA" STUDY. (4) EVALUATE THE IMPACT OF MENSTRUAL HEALTH AND HYGIENE INITIATIVES IN INDIA. (5) SUPPORT IMPLEMENTATION, SCALE-UP, AND EVALUATION OF 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. (6) EXPAND EDUCATION PROGRAMMING TO 40 SCHOOLS IN ZAMBIA'S EASTERN PROVINCE, INCLUDING PRIOR ESCHOOL 360 SITES. INTEGRATED GOVERNMENT TEACHERS TO SUPPORT LONG-TERM ADOPTION AND SCALE. PILOTED READ SMART IN ADDITIONAL GOVERNMENT SCHOOLS. (7) ENHANCE SECONDARY EDUCATION IN ZAMBIA'S EASTERN PROVINCE BY INTRODUCING ITS TARGETING IMPROVEMENT IN EQUITABLE EDUCATION IN ZAMBIA PROGRAM IN 15 SCHOOLS, SUPPORTING CONTINUED ACCESS TO QUALITY LEARNING FOR STUDENTS TRANSITIONING FROM PRIMARY TO SECONDARY SCHOOL, STRENGTHENING EDUCATIONAL OUTCOMES AND SCHOOL LEADERSHIP CAPACITY. (8) PROVIDE EVIDENCE REGARDING THE IMPLEMENTATION AND IMPACT OF WOMEN FOR WOMEN INTERNATIONAL (WFWI)'S CHANGE AGENT PROGRAM IN THE DEMOCRATIC REPUBLIC OF CONGO (DRC) IN ORDER TO EFFECTIVELY INFORM ITS SCALE UP. (9) DONATE TO DISASTER RELIEF EFFORTS IN KENYA. (10) PROVIDE ADMINISTRATIVE SUPPORT TO UNIVERSITIES IN AFRICA TO IMPLEMENT THE PIPELINE PARTNERSHIP PROGRAM (P3), FOCUSING ON BUILDING STUDENT RESEARCH CAPACITY THROUGH TARGETED ACTIVITIES. (11) ADVANCE AIR'S OPPORTUNITY FUND IN AFRICA: PARTNERSHIP PIPELINE PROGRAM GLOBAL EXPANSION. (12) CONDUCT RESEARCH ON AND IMPLEMENT ORANGE-FLESHED SWEET POTATO SUSTAINABILITY PROJECT IN TANZANIA. (13) SUPPORT GRANTEE'S FELLOWS PROGRAM IN AFRICAN COUNTRIES. X X 1 BARBARA A REED 5012 BLACK QUARTZ ROAD LAS CRUCES NM 88011 SEE SCHEDULE G, PART IV 0 0 32161 0 LUANN ZANZOLA 809 DERBY COURSE SAINT CHARLES IL 601745707 SEE SCHEDULE G, PART IV 0 0 28020 0 JAMIE HOPE HOLBROOK 1323 ALLESANDRO STREET LOS ANGELES CA 90026 SEE SCHEDULE G, PART IV 0 0 24600 0 AMY LYNNE GOLDSTEIN 1 HICKORY CT EAST LYME CT 06333 SEE SCHEDULE G, PART IV 0 0 24150 0 CAROLYN L CRABTREE 4443 AUDREE LN NE BREMERTON WA 98310 SEE SCHEDULE G, PART IV 0 0 23975 0 SHARON L STEINHOFF 131 PERRY STREET APT 2B NEW YORK NY 10014 SEE SCHEDULE G, PART IV 0 0 20680 0 DAWN A MORAN 10315 181ST AVE E BONNEY LAKE WA 98391 SEE SCHEDULE G, PART IV 0 0 16935 0 SHEREE L VAN VREEDE 575 CHAMPIONSHIP DRIVE VICTOR NY 14564 SEE SCHEDULE G, PART IV 0 0 16335 0 JESSICA E MALONEY 279 MAIN STREET BOXFORD MA 01921 SEE SCHEDULE G, PART IV 0 0 14420 0 KONEKTID INTERNATIONAL 1031 33RD STREET DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 12990 0 214266 AK AL AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX VA WA WV WI PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS AND TO APPLY FOR GRANTS AND CONTRACTS THAT ADVANCE AIR'S MISSION. OCCASIONALLY AIR USES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE TOWARD THE FUNDRAISING ACTIVITIES. THE AMOUNT EXPENDED FOR FUNDRAISING VARIES ANNUALLY AND IS DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS RESULTING FROM FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE FUTURE YEARS. 1 ALLIANCE THEATRE 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501 (C)(3) 8000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONINSTITUTIONAL GIFT IN RECOGNITION OF GRANTEE'S EDUCATIONAL PROGRAMMING WHICH PROMOTES ECONCOMIC AND SOCIAL-EMOTIONAL GROWTH THROUGH CLASSROOM ART INTEGRATION, STEAM PROGRAMING AND THEATER BASED INSTRUCTION AMERICAN SOCIETY ON AGING 548 MARKET STREET PMP 85589 SAN FRANCISCO CA 94104 942292868 501 (C)(3) 8500 0 HCBS EQUITY STAKEHOLDER 2-DAY VIRTUAL CONVENING AMERICAN UNIVERSITY 4400 MASSCHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501 (C)(3) 149342 0 FELLOWSHIP GRANT FOR ENVIRONMENTAL JUSTICE AUTISM RESEARCH INSTITUTE 4182 ADAMS AVENUE SAN DIEGO CA 92116 952548452 501 (C)(3) 10000 0 GENERAL SUPPORT AYUDA 1990 K STREET NW SUITE 500 WASHINGTON DC 20006 520971400 501 (C)(3) 50000 0 UNRESTRICTED GENERAL SUPPORT TO ADVANCE THE MISSION AND PROGRAMMING OF AYUDA INC. BENCHMARK ANALYTICS 1801 W WARNER AVE SUITE 301 CHICAGO IL 60613 993331789 C CORP 50000 0 BENCHMARK USER SUMMIT PLATINUM SPONSORSHIP BOYS & GIRLS CLUBS OF GREATER WASHINGTON 4103 BENNING ROAD NEW WASHINGTON DC 20019 530236759 501 (C)(3) 9500 0 DONATION FOR ALL IN CAMPAIGN AND SPONSORSHIP OF 2024 GREAT BIG KID EVENT BUILD INC 5100 WEST HARRISON ST CHICAGO IL 60644 237022085 501 (C)(3) 53500 0 UNRESTRICTED GENERAL SUPPORT TO ADVANCE THE MISSION AND PROGRAMMING OF BUILD INC. CENTER FOR POLICING EQUITY 1925 CENTURY PARK EAST SUITE 1700 LOS ANGELES CA 90067 814945849 501 (C)(3) 604405 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONENHANCE THE ORGANIZATIONS DATA INFRASTRUCTURE AND RESEARCH CAPACITY, AND TO SUPPORT INITIATIVES IN HARM REDUCTION, STRATEGIC PARTNERSHIPS, AND PUBLIC SAFETY REDESIGN, ALIGNED WITH ITS MISSION TO ADVANCE EQUITY AND JUSTICE CHILDREN'S DEFENSE FUND 840 FIRST ST NE SUITE 300 WASHINGTON DC 20002 520895622 501 (C)(3) 158600 0 SUPPORT CHILDREN DEFENSE FUND'S STAFF AND 8 YOUTH POLICY CONSULTANTS CONGRESSIONAL BLACK CAUCUS FOUNDATION 1720 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 521160561 501 (C)(3) 30000 0 SPONSORSHIP FOR 2024 PECO LEADERSHIP SUMMIT AND ALC PHOENIX AWARD DINNER DEVELOPMENT IN GARDENING 1270 CAROLINE ST NE SUITE D120-312 ATLANTA GA 30307 204708212 501 (C)(3) 50000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONUNRESTRICTED GENERAL SUPPORT TO ADVANCE THE MISSION AND PROGRAMMING OF DEVELOPMENT IN GARDENING. FUNDERS TOGETHER TO END HOMELESSNESS 89 SOUTH STREET SUITE 603 BOSTON MA 02111 273033048 501 (C)(3) 75000 0 SUPPORT GRANTEE'S GRANT MAKING IN NATIVE NATIONS AND COMMUNITIES INITIATIVE GEORGETOWN UNIVERSITY 600 NEW JERSEY AVENUE NW WASHINGTON DC 20001 530196603 501 (C)(3) 342500 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONPROVIDE RESEARCH GRANT TO THE CENTER FOR INNOVATIONS IN COMMUNITY SAFETY OF THE GEORGETOWN LAW CENTER INTERSECTION COLLECTIVE 9938 WEXFORD WAY WEST CHESTER OH 45241 932831896 501 (C)(3) 20000 0 SUPPORT GRANTEES' EVIDENCE-BUILDING EFFORTS RELATED TO SPED C.A.N.! JUSTICE SYSTEM PARTNERS PO BOX 970 SOUTH EASTEN MA 02375 465733688 501 (C)(3) 41667 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONELEVATING YOUTH VOICES TO UNDERSTAND THE GAPS IN COORDINATION BETWEEN SCHOOL SERVICES AND COMMUNITY-BASED ORGANIZATIONS LAFAYETTE TOOL LIBRARY 1317 SURREY ST LAFAYETTE LA 70501 931398270 501 (C)(3) 6000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONDONATION IN RECOGNITION OF STAFF VOLUNTEER WORK AND TOOL LIBRARY FOR FREE TOOLS FOR HOME, AUTO AND YARD MAINTENANCE LIV RECOVERY SOBER LIVING 719 STONEWOOD BEND DRIVE LAKE SAINT LOUIS MO 63367 833200945 501 (C)(3) 95000 0 MAKING WORKFORCE DEVELOPMENT WORK, FOR COMMUNITIES OF COLOR NAACP EMPOWERMENT PROGRAMS INC 4805 MOUNT HOPE DRIVE BALTIMORE MD 21215 131084135 501 (C)(3) 40000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONSUPPORT THE BROWN VS.BOARD OF EDUCATION 70TH ANNIVERSARY SYMPOSIUM AND RELATED RESEARCH BASED LEARNING EVENTS NEW AMERICA FOUNDATION 740 15TH STREET NW SUITE 900 WASHINGTON DC 20005 522096845 501 (C)(3) 127384 0 SCHOOL REDISTRICTING AS A TOOL FOR REDUCING SEGREGATION AND FUNDING INEQUALITY NORTH CAROLINA STATE UNIVERSITY 1010 MAIN CAMPUS DRIVE SUITE 300 RALEIGH NC 27695 566000756 170 C(1), 115(A) 161172 0 STRENGTHENING DESEGREGATION AND INTEGARATION IN TWO-WAY IMMERSION PROGRAMS NORTH LAWNDALE EMPLOYMENT NETWORK 1111 S HOMAN AVE CHICAGO IL 60624 364295189 501 (C)(3) 100000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONGRANT TO EMBARK ON A TRANFORMATIVE JOURNEY TO SIGNIFICANTLY REDUCE UNEMPLOYMENT IN NORTH LAWNDALE NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501 (C)(3) 100000 0 BUILDING A MORE HOLISTIC AND INCLUSIVE WORKFORCE DEVELOPMENT SYSTEM FOR BOSTON'S YOUTH POVERTY AND RACE RESEARCH ACTION COUNCIL 740 15TH STREET NW 3RD FLOOR WASHINGTON DC 20005 521705073 501 (C)(3) 176426 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONSUPPORT FOR THE DEVELOPMENT OF A RESEARCH-BASED FRAMEWORK FOR SCHOOL INTEGRATION AND IMPROVED K-12 STUDENT EXPERIENCES IN HOSUSING MOBILITY PROGRAMS SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS(SREE) 6003 EXECUTIVE BLVD ROCKVILLE MD 20852 264739791 501 (C)(3) 64141 0 CONFERENCE SPONSORSHIP AND OFFICE SUPPORT FOR FACILITY THE ASPEN INSTITUTE INC 2300 N STREET NW WASHINGTON DC 20037 840399006 501 (C)(3) 750000 0 SUPPORT GRANTEE'S FELLOWSHIP PROGRAM THE CAMPBELL COLLABORATION 7244 CASTOR AVENUE PMP 5068 PHILADELPHIA PA 19149 233066027 501 (C)(3) 250000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONGENERAL SUPPORT FOR FURTHERENCE OF GRANTEE'S MISSION OF PROMOTING A POSTIVE SOCIAL AND ECONCOMIC CHANGE THRU THE PRODUCTION AND USE OF SYSTEMATIC REVIEWS AND OTHER EVIDENCE SYNTHESIS OR EVIDENCE BASED POLICY AND PRACTICE. THE CENTURY FOUNDATION ONE WHITEHALL ST 15TH FL NEW YORK NY 10004 131624235 501 (C)(3) 100000 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONSUPPORT BROWN V. BOARD AT 70: FULFILLING THE TRUE PROMISE OF SCHOOL INTEGRATION SYMPOSIUM AND RELATED RESEARCH-BASED LEARNING EVENTS THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION 1201 16TH STREET NW WASHINGTON DC 20036 237035089 501 (C)(3) 112500 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONGENERAL SUPPORT GRANT FOR THE FOUNDATION'S COMMUNITY SCHOOLS INITIATIVE IN THE AMERICAN DEEP SOUTH THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501 (C)(3) 187712 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONSUPPORT NEW OR REINVIGORATED TOOLS AND STRATEGIES TO FOSTER SCHOOL INTEGRATION AND EDUCATIONAL EQUITY IN PRE-K PUBLIC SCHOOLS THINKLIVE INC 2756 SILVERHILL TERRACE SE ATLANTA GA 30316 205049002 S-CORP 172360 0 SEE SCHEDULE I, SUPPLEMENTAL INFORMATIONSUPPORT FOR THE IMPLEMENTATION AND OPERATION SUPPORT OF "TLIVE EDTECH PLATFORM EFFICACY FOR YOUTH'S COPING AND FLOWING WITH STEM " UNIV OF MINNESOTA 450 MCNAMARA ALUMNI CENTER 200 OAK STREET SE MINNEAPOLIS MN 55455 416007513 170 C(1) 50000 0 SUPPORT PROFESSOR MYRON ORFIELD'S "DEMONSTRATING HARMS OF K-12 SEGREGATION IN MINNESOTA UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 48109 386006309 501 (C)(3) 10000 0 DONATION TO BENEFIT THE PROGRAM OF INTERGROUP RELATIONS OF UNIVERSITY OF MICHIGAN VANDERBILT UNIVERSITY 124 MAGNOLIA CIR 106A PAYNE HALL NASHVILLE TN 37203 620476822 501 (C)(3) 39968 0 SUPPORT RESEARCH-PRACTICE PARTNERSHIPS AND RACIAL EQUITY IN SCHOOL DISCIPLINE 33 2 AIR SCHOLARS RETAINER 4 200000 0 AIR INSTITUTE FELLOW 3 136000 0 DISSERTATION GRANT (FELLOWSHIP) 6 62500 0 PART I, LINE 2: GRANT AWARDS OF $5,000 OR LESS IN THE AGGREGATE 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 TO MISSION-BASED ORGANIZATIONS, ANNUALLY. 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. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 DAVID MYERS CEO (END 02/24)/ BD & CMTE MEMBER 103193 0 749000 0 782173 0 7088 0 6205 0 1647659 0 0 0 JESSICA HEPPEN PRESIDENT (ALL OF 2024) & CEO (AS OF 03/24) 668173 0 276150 0 8783 0 24061 0 16447 0 993614 0 0 0 MARIJO AHLGRIMM TREAS EXEC VP & CFO (END 07/24), SEE SCH J 276184 0 204188 0 433992 0 19343 0 2359 0 936066 0 0 0 DONA KILPATRICK SEC., GENERAL COUNSEL (END 07/24) 165202 0 0 0 219942 0 336126 0 30438 0 751708 0 0 0 LAWRENCE B TRAPUZZANO VP, PROGRAM FINANCE (END 12/24) 280809 0 41910 0 199274 0 20113 0 27782 0 569888 0 0 0 JULIE R KOCHANEK SR VP, HUMAN SERVICES 334679 0 81250 0 6940 0 21361 0 45354 0 489584 0 0 0 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 71605 0 45000 0 320923 0 5250 0 39657 0 482435 0 0 0 MICHAEL GARET VP & INSTITUTE FELLOW 378310 0 12500 0 50316 0 21608 0 15611 0 478345 0 0 0 CATHERINE E LIVINGSTON SEC., CHIEF LEGAL OFFC (AS OF 02/24) 338483 0 75000 0 2935 0 22983 0 38815 0 478216 0 0 0 MAKINI NYANTEH CCO AND SR VP - COMMUNICATIONS 330004 0 99000 0 1794 0 16968 0 26869 0 474635 0 0 0 TIMOTHY B HILL SR VICE PRESIDENT, HEALTH DIVISON 329487 0 55781 0 63354 0 21582 0 4361 0 474565 0 0 0 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 345223 0 85525 0 1170 0 20346 0 15299 0 467563 0 0 0 PAMELA KEEFE TREAS., SR VP & CFO (AS OF 04/24) 298459 0 50000 0 102376 0 3719 0 10355 0 464909 0 0 0 LESLEY A SEPANLOO SR VP, HUMAN RES & WORKPLACE MGMT 309380 0 93000 0 780 0 22315 0 37876 0 463351 0 0 0 MAI HUBBARD VP, HEALTH 267658 0 61875 0 70780 0 18127 0 35016 0 453456 0 0 0 DONALD LINDSEY CHIEF INVESTMENT OFFICER 346544 0 4132 0 20400 0 24150 0 24697 0 419923 0 0 0 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 288187 0 35325 0 14065 0 20203 0 4617 0 362397 0 0 0 DAVID BAKER SR VP, HEALTH DIVISION (END 09/23) 0 0 0 0 269246 0 0 0 23407 0 292653 0 0 0 PART I, LINE 1A AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR BUSINESS WHEN APPROVED IN ADVANCE AND ONE OF THE FOLLOWING APPLIES: - FLIGHT DURATION EXCEEDS 12 HOURS, INCLUSIVE OF THE TIME SPENT ON THE GROUND BETWEEN CONNECTING FLIGHTS - A MEDICAL PURPOSE IS SUPPORTED BY A PHYSICIAN'S NOTE - OR AS DETERMINED ON AN INDIVIDUAL BASIS BY THE LEADER OF THE APPLICABLE BUSINESS UNIT AND/OR THE CHIEF FINANCIAL OFFICER. NO PORTION OF FIRST-CLASS TRAVEL IS COUNTED AS COMPENSATION. FOUR OF THE LISTED PERSONS ON SCHEDULE J FLEW FIRST CLASS IN 2024 WHILE TRAVELING INTERNATIONALLY. PART I, LINES 4A-B CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED COMPENSATION PLAN PURSUANT TO ADVANCE 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. CERTAIN CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION. PART I, LINE 7 IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN, APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS, THAT USES VARIABLE COMPENSATION TO RECOGNIZE NON-OFFICER AND OFFICER EMPLOYEES FOR EXCEPTIONAL CONTRIBUTION TO OVERALL ORGANIZATIONAL PERFORMANCE. THE BONUS PLAN FOR CERTAIN OFFICER AND KEY EMPLOYEE ROLES IS BASED ON PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. ALL EMPLOYEES ARE ALSO ELIGIBLE TO EARN VARIABLE COMPENSATION. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS. PART II, COLUMN B, C & D: ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: SCHEDULE J, PART I, LINE 4A REFLECTS THE FOLLOWING: SEPARATION PAYMENTS IN 2024 OF $124,694 FOR DONA KILPATRICK, $269,246 FOR DAVID BAKER AND $225,000 FOR LAWRENCE FRIEDMAN.CASH LEAVE PAYMENTS IN 2024 OF $144,176 FOR DAVID MYERS, $110,053 FOR MARIJO AHLGRIMM, $52,829 FOR DONA KILPATRICK, $70,332 FOR LAWRENCE TRAPUZZANO AND $53,272 FOR LAWRENCE FRIEDMAN. RETIREMENT TRANSITION BENEFIT PAYMENTS IN 2024 WERE AS FOLLOWS: $42,900 MARIJO AHLGRIMM, $6,989 JESSICA HEPPEN, $39,415 DONA KILPATRICK, $42,900 DAVID MYERS, $3,586 JULIE R. KOCHANEK, $8,917 JOSEPH WAGNER, $10,494 DONALD LINDSEY, $37,036 LAWRENCE TRAPUZZANO, $42,900 MICHAEL GARET, $39,932 LAWRENCE FRIEDMAN. RELOCATION PAYMENT IN 2024 OF $100,000 FOR PAMELA KEEFE AND OTHER TAXABLE BENEFITS IN 2024 OF $2,814 FOR DAVID MYERS. SCHEDULE J, PART I, LINE 4B REFLECTS THE FOLLOWING: $513,521 TO DAVID MYERS, $278,036 TO MARIJO AHLGRIMM, $60,000 TO TIMOTHY HILL, $82,000 TO LAWRENCE TRAPUZZANO, AND $70,000 TO MAI HUBBARD MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS. SCHEDULE J, PART II, COL C INCLUDES THE FOLLOWING: ACCRUED SEPARATION PAY AS OF DECEMBER 31, 2024 FOR DONA KILPATRICK TO BE PAID IN EQUAL BIMONTHLY INSTALLMENTS THROUGH JANUARY 2026. FORM 990, PART VII & SCHEDULE J - EXPANDED TITLES AND TRANSITIONS MARIJO AHLGRIMM TREASURER, EXECUTIVE VP & CFO (END 04/24), EXECUTIVE ADVISOR (AS OF 04/24, END 07/24) CRAIG REED SEE PART V - FAMILY MEMBER OF JULIE KOCHANEK, KEY EMPLOYEE 192622 SEE PART V - SERVICES: CRAIG REED HAS A 49% OWNERSHIP INTEREST IN RESEARCH FIRM TRAC MEDIA, WHICH IS A SUBCONTRACTOR TO AIR ON SOME PROJECTS. 0 FORRM 990, PART I, LINE 1 - MISSION AIR GENERATES EVIDENCE AND APPLIES DATA-DRIVEN SOLUTIONS THAT EXPAND OPPORTUNITY AND IMPROVE LIVES FOR ALL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD CHAIR AND THE CHAIRS OF THE AUDIT, AIR OPPORTUNITY FUND, FINANCE, GOVERNANCE, HUMAN RESOURCES/COMPENSATION, INVESTMENT, AND MERGERS AND ACQUISITIONS COMMITTEES. THE CHIEF 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 VI, SECTION A, LINE 4 DURING 2024, THE ARTICLES OF INCORPORATION WERE AMENDED TO UPDATE THE REGISTERED OFFICE, REFERENCES TO PENNSYLVANIA LAW AND CHARITABLE ACTIVITIES. 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, THE CHIEF LEGAL OFFICER AND THE SVP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED FOR REVIEW TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT AND COMPENSATION COMMITTEES. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND HUMAN RESOURCES & COMPENSATION COMMITTEES OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL BOARD MEMBERS 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 ALL OTHER AIR EMPLOYEES TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. THE FORM DISCLOSES INFORMATION ON INTERESTS THAT MAY POSE AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST WITH RESPECT TO AIR. THE DISCLOSURES ARE REVIEWED BY THE LEGAL OFFICE AND THE ETHICS OFFICER. ALL EMPLOYEES ARE REQUIRED TO TAKE ANNUAL TRAINING ON CONFLICT OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE AND RECEIVE APPROVAL FOR OUTSIDE BUSINESS ACTIVITIES. BOARD COMMITTEES RECEIVE REPORTING AND PROVIDE REGULAR OVERSIGHT OF RELATED PARTY TRANSACTIONS. IN ACCORDANCE WITH AIR POLICY, WHEN THE BOARD ENCOUNTERS A MATTER ABOUT WHICH A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER MUST RECUSE HIMSELF OR HERSELF FROM DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR AIR'S OFFICERS, EXECUTIVES AND KEY EMPLOYEES ("EXECUTIVE COMPENSATION") IS REVIEWED AND APPROVED BY THE AIR BOARD OF DIRECTORS ON AN ANNUAL BASIS. AIR'S PRESIDENT AND CEO, WHO SERVES EX OFFICIO ON THE AIR BOARD, IS RECUSED AND NOT PRESENT FOR DISCUSSION AND APPROVAL OF EXECUTIVE COMPENSATION. ANNUALLY, THE HUMAN RESOURCES AND COMPENSATION COMMITTEE (WHICH IS COMPOSED ENTIRELY OF INDEPENDENT DIRECTORS) OF THE AIR BOARD ENGAGES AN INDEPENDENT CONSULTANT TO PERFORM COMPARABILITY REVIEWS OF EXECUTIVE COMPENSATION USING EXTERNALLY PUBLISHED DATA AND COMPENSATION SURVEYS. A WRITTEN REPORT OF THIS INFORMATION PROVIDED BY THE COMPENSATION CONSULTANT IS CONSIDERED BY THE COMMITTEE AND THE BOARD IN DETERMINING COMPENSATION FOR THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR MAKES AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT-OF-INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTS: PROGRAM SERVICE EXPENSES 48,511,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,511,206. CONSULTANTS: PROGRAM SERVICE EXPENSES 11,926,322. MANAGEMENT AND GENERAL EXPENSES 960,114. FUNDRAISING EXPENSES 142,609. TOTAL EXPENSES 13,029,045. HONORARIA: PROGRAM SERVICE EXPENSES 2,963,084. MANAGEMENT AND GENERAL EXPENSES 844,975. FUNDRAISING EXPENSES 1,863. TOTAL EXPENSES 3,809,922. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 994,107. MANAGEMENT AND GENERAL EXPENSES 364,928. FUNDRAISING EXPENSES 59,926. TOTAL EXPENSES 1,418,961. RECRUITING ADS AND AGENCY FEES: PROGRAM SERVICE EXPENSES 319,854. MANAGEMENT AND GENERAL EXPENSES 68,745. FUNDRAISING EXPENSES 23,515. TOTAL EXPENSES 412,114. TRANSLATORS AND INTERPRETERS: PROGRAM SERVICE EXPENSES 143,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,469. MEDIA BUYS: PROGRAM SERVICE EXPENSES 7,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,469. FORM 990, PART XI, LINE 9: DEFERRED TAX BENEFIT 668,671. IMPAQ INTERNATIONAL LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522273877 SEE SCHEDULE R, PART VII MD 0 4753499 AIR IMPAQ LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 364866143 SEE SCHEDULE R, PART VII MD 0 0 AIR AIR INTERNATIONAL 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 753046958 SEE SCHEDULE R, PART VII DC 501(C)(3) LINE 7 AIR 1 AIR EUROPE 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 SEE SCHEDULE R, PART VII GM AIR 1 AMERICAN INSTITUTES FOR RESEARCH (ZAMBIA) LIMITED 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 SEE SCHEDULE R, PART VII ZA AIR 1 AIR HOLDING COMPANY 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522205344 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 249043 487497 1.00000 1 GROWTH TRANSITIONS INC TA MAHER&MAHER 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 223412300 SEE SCHEDULE R, PART VII NJ AMERICAN INSTITUTES FOR RESEARCH C 1.00000 1 KIMETRICA LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 205000444 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 16394671 1.00000 1 AMERICAN INSTITUTES FOR RESEARCH MEXICO S DE RL DE CV INSURGENTES SUR 1431 PISO 10 OFICI COLONIA INSURGENTES MIXCOAC ALCALDIA BENITO J MX 03920 SEE SCHEDULE R, PART VII MX AMERICAN INSTITUTES FOR RESEARCH C 1839457 0.99700 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 AIR INTERNATIONAL R 423341 ACTUAL COSTS INCURRED AIR HOLDING COMPANY R 653995 ACTUAL COSTS INCURRED AIR MEXICO R 5742634 ACTUAL COSTS INCURRED PART I, COLUMN B: IMPAQ INTERNATIONAL LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ INTERNATIONAL LLC. IMPAQ LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ LLC. PART II, COLUMN B: AIR INTERNATIONAL PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. A.I.R. EUROPE WAS A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISIONS OF GERMANY FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH/EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENTS OR NON-PROFIT FUNDERS. AIR WAS THE SOLE MEMBER. THE ORGANIZATION WAS DISSOLVED IN 2024. AIR ZAMBIA PROVIDES RESEARCH, EVALUATION AND TECHNICAL ASSISTANCE IN ZAMBIA. AIR IS THE SOLE MEMBER. THE COMPANY IS CURRENTLY INACTIVE. PART IV, COLUMN B: AIR HOLDING COMPANY - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS. GROWTH TRANSITIONS INC. DBA MAHER & MAHER - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS ACQUIRED BY AIR IN MAY 2020. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. THE COMPANY WAS DISSOLVED IN 2024 KIMETRICA LLC WAS ACQUIRED BY AIR IN NOVEMBER 2020 AND PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. AIR MEXICO PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN MEXICO. AIR AND AIR INTERNATIONAL ARE THE SOLE MEMBERS.