ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES (EIN 53-0183246)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-28
- IRS object ID
- 201801799349300105
- Schema version
- 2017v2.3
- 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 | 2018-06-28T08:26:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530183246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF PUBLIC AND LAND-GRANT | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2024786040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY VAN LOON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2024786040 | PhoneNum |
| Signature | 2018-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APLU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER MCPHERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,276,031 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.APLU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | A.P.L.U.'S OVERRIDING MISSION IS TO SUPPORT HIGH-QUALITY PUBLIC HIGHER EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,488,265 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,868,111 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,246,608 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,414,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,725 | PYInvestmentIncomeAmt |
| CY Investment Income | $419,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,124 | PYOtherRevenueAmt |
| CY Other Revenue | $20,011 | CYOtherRevenueAmt |
| PY Total Revenue | $16,798,722 | PYTotalRevenueAmt |
| CY Total Revenue | $17,722,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,217,258 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,413,304 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,922,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,847,679 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,689,410 | PYOtherExpensesAmt |
| CY Other Expenses | $7,105,588 | CYOtherExpensesAmt |
| PY Total Expenses | $16,829,029 | PYTotalExpensesAmt |
| CY Total Expenses | $17,366,571 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$30,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $355,774 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,751,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,069,250 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,321,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,055,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,430,064 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,013,751 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A.P.L.U. IS DEDICATED TO ADVANCING RESEARCH, LEARNING AND ENGAGEMENT. THE ASSOCIATION'S OVERRIDING MISSION IS TO SUPPORT HIGH-QUALITY PUBLIC HIGHER EDUCATION AND ITS MEMBER INSTITUTIONS AS THEY PERFORM THEIR TEACHING, RESEARCH, AND PUBLIC SERVICE ROLES. A.P.L.U. PROVIDES A FORUM FOR THE DISCUSSION AND DEVELOPMENT OF POLICIES AFFECTING HIGHER EDUCATION AND THE PUBLIC INTEREST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,374,128 | ExpenseAmt |
| Grant | $228,215 | GrantAmt |
| Revenue | $3,374,128 | RevenueAmt |
| Desc | THE COMMISSION ON FOOD, ENVIRONMENT, AND RENEWABLE RESOURCES (CFERR) FOCUSES ON CROSS-CUTTING ISSUES RELATED TO AGRICULTURE, FORESTRY, HUMAN SCIENCES, NATURAL RESOURCES, ECOLOGICAL SCIENCES, OCEANS AND ATMOSPHERE, AND VETERINARY MEDICINE IN THE FUNCTIONAL AREAS OF RESEARCH, EXTENSION, AND ACADEMIC PROGRAMS. THE COMMISSION SEEKS TO FORMULATE AND IMPLEMENT AN INTEGRATED FEDERAL RELATIONS PROGRAM AND FORMULATE CONGRESSIONAL BUDGET RECOMMENDATIONS IN HIGH-PRIORITY AREAS OF NATIONAL CONCERN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,960,045 | ExpenseAmt |
| Grant | $855,909 | GrantAmt |
| Revenue | $660,012 | RevenueAmt |
| Desc | ACADEMIC AFFAIRS CONDUCTS STUDIES, ISSUES REPORTS, AND MAKES PRESENTATIONS INTENDED TO IMPROVE THE UNDERSTANDING OF THE ACADEMIC UNDERTAKINGS OF OUR MEMBERS. IN RECENT TIMES IT HAS DEVOTED SPECIAL ATTENTION TO UNDERGRADUATE EDUCATION, INCLUDING ACCESS, COST, FINANCIAL AID, QUALITY, TIME TO DEGREE, AND ACCOUNTABILITY. THE STRATEGIC ANALYSIS AND PROJECTS GROUP HAS CARRIED OUT A NUMBER OF PROJECTS RELATED TO PROVIDING GREATER ACCOUNTABILITY AND CAPTURING MORE ACCURATE DATA (E.G., VOLUNTARY SYSTEM OF ACCOUNTABILITY, STUDENT ACHIEVEMENT MEASURE). OTHER PROJECTS HAVE WORKED TO IMPROVE AND EXPAND THE USE OF LEARNING TECHNOLOGIES TO ACHIEVE HIGHER QUALITY LEARNING WHILE CONTAINING COSTS (PERSONALIZED LEARNING CONSORTIUM). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,193,236 | ExpenseAmt |
| Grant | $1,255,792 | GrantAmt |
| Revenue | $19,912 | RevenueAmt |
| Desc | OFFICE OF URBAN INITIATIVES - THE OFFICE OF URBAN INITIATIVES' MAJOR FOCUS IS PUBLIC RESEARCH UNIVERSITIES LOCATED IN URBAN CENTERS WHICH PLAY A CRUCIAL ROLE IN ANCHORING THE COMMUNITY, FOSTERING NEIGHBORHOOD AND ECONOMIC DEVELOPMENT OF THEIR CITIES, AND ADVANCING THE HEALTH, EDUCATION, AND WELL-BEING OF CITY RESIDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,118,254 | $6,759 | $992,403 | RESEARCH, INNOVATION, AND STEM POLICY: THE OFFICE OF RESEARCH, INNOVATION, AND STEM POLICY'S MAJOR FOCUS IS THE SCIENCE AND MATH TEACHER IMPERATIVE, A LONG-TERM EFFORT TO ADDRESS THE SHORTAGE OF WELL-QUALIFIED SCIENCE AND MATH TEACHERS. |
| $4,609,912 | $66,629 | $6,368,523 | GOVERNMENT AFFAIRS, ACCESS & ADVANCEMENT, AND PUBLIC AFFAIRS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,728,166 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $73,388 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $7,360,926 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,255,575 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 108 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024786040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW STE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT CARET | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL V DRAKE | ||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERESA SULLIVAN | ||||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JONES | ||||||||
| CHAIR, COUNCIL OF PRESIDENTS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENT SMITH JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL MASON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W HARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW FURCO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SOPHIA MAGILL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK MARTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAVAUNE ADAMS-GASTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SETHURAMAN PANCH PANCHANATHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ROSENBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD GREEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC BARRON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGEL CABRERA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD RAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BECKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M ROY WILSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN HERBST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SATISH TRIPATHI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RITA CHENG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD MARTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRK SCHULZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY GENSHAFT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH STEINMETZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILDRED GARCIA | ||||||||
| SECRETARY (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNADETTE GRAY-LITTLE | ||||||||
| PAST CHAIR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY T AKRIDGE | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMIT CHAKMA | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CLINE | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WADED CRUZADO | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PRADEEP KHOSLA | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI REESOR | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN ROME | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA VOISINET | ||||||||
| DIRECTOR (THRU 11/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M PETER MCPHERSON | ||||||||
| PRESIDENT | 37.50 | Yes (X) | $727,970 | $0 | $139,208 | |||
| HOWARD GOBSTEIN | ||||||||
| EXECUTIVE VP | 37.50 | Yes (X) | $183,326 | $0 | $34,936 | |||
| JEAN MIDDLETON | ||||||||
| VP AND CHIEF OF STAFF | 37.50 | Yes (X) | $134,891 | $0 | $21,944 | |||
| EMILY VAN LOON | ||||||||
| CFO AND TREASURER | 37.50 | Yes (X) | $151,312 | $0 | $32,102 | |||
| SHARI GARMISE | ||||||||
| VP, USU/APLU URBAN INITIATIVES | 37.50 | $184,304 | $0 | $31,084 | Yes (X) | |||
| MONTAGUE DEMMENT | ||||||||
| VP OF INTERNATIONAL PROGRAMS | 37.50 | $154,163 | $0 | $39,009 | Yes (X) | |||
| JEFFREY LIEBERSON | ||||||||
| VP OF PUBLIC AFFAIRS | 37.50 | $174,471 | $0 | $39,092 | Yes (X) | |||
| IAN MAW | ||||||||
| VP FOOD, AGRICULTURE & NR | 37.50 | $383,592 | $0 | $27,000 | Yes (X) | |||
| ALAN MABE | ||||||||
| VP ACADAMIC AFFAIRS | 37.50 | $233,750 | $0 | $26,375 | Yes (X) | |||
| JENNIFER POULAKIDAS | ||||||||
| VP CGA | 37.50 | $179,531 | $0 | $27,266 | Yes (X) | |||
| EUGENE L ANDERSON | ||||||||
| VP OAS | 37.50 | $154,080 | $0 | $18,150 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,661,390 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $436,166 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE GOVERNMENT AFFAIRS LLC | |||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | ADVOCACY SERVICES | $862,039 |
| KGLOBAL LLC | |||||
| 13800 COPPERMINE RD 307 | HERNDON | VA | 20171 | ADVOCACY SERVICES | $333,996 |
| JENNIFER DANEK | |||||
| 1911 N 37TH STREET | SEATTLE | WA | 98103 | CONSULTING ON URBAN HEALTH ISSUES | $116,220 |
| RICHARD KLEMME | |||||
| 142 LARKIN STREET | MADISON | WI | 53705 | COOPERATIVE EXTENSION CONSULTING | $102,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,827,142 | GovernmentGrantsAmt |
| All Other Contributions | $4,040,969 | AllOtherContributionsAmt |
| Total Contributions | $5,868,111 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $9,589,098 | $9,589,098 |
| MEETINGS & SEMINARS | 900099 | $1,825,880 | $1,825,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,414,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,221 | TotalRevenueColumnAmt |
| Exclusion | $69,221 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,903,710 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,553,686 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $350,024 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,024 | TotalRevenueColumnAmt |
| Exclusion | $350,024 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,011 | TotalRevenueColumnAmt |
| Exclusion | $20,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,011 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,722,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,414,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $439,256 | 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 | $2,398,304 | TotalAmt |
| Program Services | $2,398,304 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,854,646 | TotalAmt |
| Program Services | $1,685,583 | ProgramServicesAmt |
| Management And General | $169,063 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,660,696 | TotalAmt |
| Program Services | $4,257,333 | ProgramServicesAmt |
| Management And General | $403,363 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,941 | TotalAmt |
| Program Services | $409,259 | ProgramServicesAmt |
| Management And General | $41,682 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,829 | TotalAmt |
| Program Services | $408,652 | ProgramServicesAmt |
| Management And General | $78,177 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,567 | TotalAmt |
| Program Services | $357,072 | ProgramServicesAmt |
| Management And General | $37,495 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,735 | TotalAmt |
| Program Services | $12,421 | ProgramServicesAmt |
| Management And General | $8,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,533 | TotalAmt |
| Management And General | $63,533 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,443,009 | TotalAmt |
| Program Services | $2,312,792 | ProgramServicesAmt |
| Management And General | $130,217 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416 | TotalAmt |
| Program Services | $5,316 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,629 | TotalAmt |
| Program Services | $299,869 | ProgramServicesAmt |
| Management And General | $280,760 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,270 | TotalAmt |
| Program Services | $164,045 | ProgramServicesAmt |
| Management And General | $357,225 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,625 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
| Management And General | $214,875 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,437 | TotalAmt |
| Program Services | $1,008,510 | ProgramServicesAmt |
| Management And General | $14,927 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,595 | TotalAmt |
| Program Services | $1,512,849 | ProgramServicesAmt |
| Management And General | -$6,254 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,045 | TotalAmt |
| Management And General | $138,045 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTS | $245,059 | $245,059 | |
| INSURANCE/TAXES/FEES | $109,748 | $6,304 | $103,444 |
| BOOKS & REFERENCE MATER | $53,262 | $38,999 | $14,263 |
| DUES & SUBSCRIPTIONS | $51,959 | $45,393 | $6,566 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,266 | TotalAmt |
| Program Services | $70,065 | ProgramServicesAmt |
| Management And General | $55,201 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,366,571 | TotalAmt |
| Program Services | $15,255,575 | ProgramServicesAmt |
| Management And General | $2,110,996 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,825 | BOYAmt |
| EOY | $659,989 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,101,516 | BOYAmt |
| EOY | $7,499,048 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,083 | BOYAmt |
| EOY | $432,964 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,159 | BOYAmt |
| EOY | $130,477 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,713 | BOYAmt |
| EOY | $249,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,415,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,347,489 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,202,779 | BOYAmt |
| EOY | $3,067,766 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,137,886 | BOYAmt |
| EOY | $5,686,293 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,240 | BOYAmt |
| EOY | $342,939 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,751,201 | BOYAmt |
| EOY | $18,069,250 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,001 | BOYAmt |
| EOY | $540,259 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,520 | BOYAmt |
| EOY | $3,636,891 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802,502 | BOYAmt |
| EOY | $1,561,705 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,114 | BOYAmt |
| EOY | $316,644 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,321,137 | BOYAmt |
| EOY | $6,055,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,817,924 | BOYAmt |
| EOY | $10,331,879 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,140 | BOYAmt |
| EOY | $181,872 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,430,064 | BOYAmt |
| EOY | $12,013,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,751,201 | BOYAmt |
| EOY | $18,069,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $355,774 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $243,713 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,800 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,782,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,592,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,292,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,488,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,868,111 | CurrentTaxYearAmt |
| Total | $21,023,451 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,782,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,592,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,292,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,488,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,868,111 | CurrentTaxYearAmt |
| Total | $21,023,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,602,639 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,420,812 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,221 | CurrentTaxYearAmt |
| Total | $303,775 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,011 | CurrentTaxYearAmt |
| Total | $87,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,414,625 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,785,054 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM ACTIVITIES THAT ARE NOT REGULARLY CARRIED ON | ExplanationTxt |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $702,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $702,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,664,071 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,366,571 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $887,233 | CurrentYearMinus2Amt |
| Current Year Minus1 | $991,451 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,878,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,818,026 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $446,184 | CurrentYearMinus3Amt |
| Current Year Minus2 | $652,557 | CurrentYearMinus2Amt |
| Current Year Minus1 | $597,116 | CurrentYearMinus1Amt |
| Current Year | $702,500 | CurrentYearAmt |
| Total | $2,398,357 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $221,808 | CurrentYearMinus2Amt |
| Current Year Minus1 | $247,863 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $969,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,454,507 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,594 | CurrentYearMinus3Amt |
| Total | $6,594 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,612,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,024 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,292 | OtherExpendituresAmt |
| End Year Balance | $1,681,872 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,617,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $60,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,968 | OtherExpendituresAmt |
| End Year Balance | $1,612,140 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,650,063 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,998 | OtherExpendituresAmt |
| End Year Balance | $1,617,770 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,635,986 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,600 | OtherExpendituresAmt |
| End Year Balance | $1,650,063 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,610,542 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,235 | OtherExpendituresAmt |
| End Year Balance | $1,635,986 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,331,256 | OtherCostOrOtherBasisAmt |
| Book Value | $1,331,256 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,115,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,511,347 | DepreciationAmt |
| Book Value | $1,604,139 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,882 | DepreciationAmt |
| Book Value | $17,863 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $752,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $638,260 | DepreciationAmt |
| Book Value | $114,508 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,067,766 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENTS | Desc |
| Book Value | $5,686,293 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,686,293 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $316,644 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $316,644 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,950,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $243,713 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,800 | OtherRevenueAmt |
| Revenue Not Reported | $227,913 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,722,345 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,722,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,366,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,366,571 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,366,571 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS PRIMARILY OF FUNDS GRANTED BY THE W.K. KELLOGG ASSOCIATION FOR RECOGNIZING AND REWARDING PUBLIC UNIVERSITY FACULTY AND EXTERNAL PARTNERS FOR OUTSTANDING PARTNERSHIPS THAT EMBRACE PUBLIC UNIVERSITY ENGAGEMENT WITH THEIR CONSTITUENTS. THE ENDOWMENT IS DONOR-RESTRICTED TO BE HELD IN PERPETUITY TO GENERATE RETURNS TO PROVIDE FOR TWO ANNUAL SETS OF AWARDS. A SMALL AMOUNT OF ENDOWMENT FUNDS ARE HELD IN TEMPORARILY RESTRICTED FUNDS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON INVESTMENT IN ASSOCIATION OF MUTUAL HEALTH INSURANCE COMPANY -15,800. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AASCU | ||||||||
| 1307 NEW YORK AVE | WASHINGTON | DC | 20005 | 520747578 | 501C3 | $27,500 | PROJECT/INSTITUTE SUPPORT | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 877705 | TEMPE | AZ | 852877705 | 860196696 | 115 | $133,000 | ADAPTIVE COURSE SOFTWARE | |
| CALIFORNIA STATE UNIVERSITY FRESNO | ||||||||
| 2415 E SAN RAMON AVE AS 79 | FRESNO | CA | 937408033 | 946003272 | 115 | $50,000 | USU COG AWARD | |
| CAL STATE UNIVERSITY LA AUXILIARY SERVICES | ||||||||
| 5151 STATE UNIVERSITY DRIVE GE 314 | LOS ANGELES | CA | 90032 | 954016653 | 115 | $50,000 | AWARD | |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||||||||
| 18111 NORDHOFF ST M/C 8232 | NORTHRIDGE | CA | 913308232 | 951992732 | 115 | $50,000 | COLLABORATIVE OPPORTUNITY GRANT | |
| CLEVELAND STATE UNIVERSITY | ||||||||
| SC 140 CONF SERVICES 2121 EUCLID | CLEVELAND | OH | 44115 | 340966056 | 115 | $55,000 | PROJECT/USU COG AWARD | AVE |
| COLORADO STATE UNIVERSITY | ||||||||
| 1062 CAMPUS DELIVERY | FORT COLLINS | CO | 805231062 | 846000545 | 115 | $103,000 | ADAPTIVE COURSE SOFTWARE | |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH ST PC 526 | MIAMI | FL | 331990001 | 650177616 | 115 | $195,000 | COMPLETION PROJECT/GRANT | |
| FORT VALLEY STATE UNIVERSITY | ||||||||
| 1005 STATE UNIVERSITY DRIVE | FORT VALLEY | GA | 31030 | 586002062 | 115 | $50,000 | USU COG AWARD | |
| GEORGIA STATE UNIVERSITY | ||||||||
| RESEARCH SERVICES PO BOX 3999 | ATLANTA | GA | 303023999 | 586002050 | 115 | $421,000 | ADAPTIVE COURSE SOFTWARE | |
| INDIANA UNIVERSITY | ||||||||
| 210 S TENTH ST 129 STRIGHT HALL | INDIANA | PA | 15705 | 356001633 | 115 | $30,000 | IES COMPLETION GRANT | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| SPARTAN WAY 535 CHESTNUT RD 300 | EAST LANSING | MI | 48824 | 386005984 | 115 | $6,275 | TEACHING AWARD/SKILLS STUDY | |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| S SAN FRANCISCO STREET | FLAGSTAFF | AZ | 86011 | 742579628 | 115 | $103,000 | ADAPTIVE COURSE SOFTWARE | |
| OKLAHOMA STATE UNIVERSITY | ||||||||
| WHITEHURST HALL 301 | STILLWATER | OK | 74078 | 731383996 | 115 | $7,450 | INNOVATIVE TEACHING AWARD | |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO BOX 751 | PORTLAND | OR | 972070751 | 936001786 | 115 | $263,000 | ADAPTIVE CORSE/FRONTIER | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | 356002041 | 115 | $10,500 | NATIONAL TEACHING AWARDS | |
| SOUTH DAKOTA STATE UNIVERSITY | ||||||||
| BOX 2275A ROTUNDA LANE | BROOKINGS | SD | 57007 | 466000364 | 115 | $142,340 | SNAP-ED | |
| THE OHIO STATE UNIVERSITY | ||||||||
| PO BOX 182646 | COLUMBUS | OH | 43210 | 316025986 | 115 | $18,283 | SUPPORT OF IES | |
| THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 951920256 | 830403915 | 115 | $50,000 | USU COG AWARD | |
| UNIVERSITY OF ARKANSAS | ||||||||
| 71 GARLAND | FAYETTEVILLE | AR | 72071 | 716003252 | 115 | $5,800 | SECON/TEACHING AWARD | |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | ||||||||
| 900 UNIVERSITY AVE STNT SVCS 1111 | RIVERSIDE | CA | 92521 | 956006142 | 115 | $50,000 | COG AWARD | |
| UNIVERSITY OF LOUISVILLE | ||||||||
| GRAWEMEY HALL 203 | LOUISVILLE | KY | 40292 | 611029626 | 115 | $103,000 | ADAPTIVE COURSE GRANT | |
| UNIVERSITY OF MARYLAND BALTIMORE | ||||||||
| 1000 HILLTOP CIRCLE RM 116UC | BALTIMORE | MD | 21250 | 526002036 | 115 | $50,000 | USU COG AWARD | |
| UNIVERSITY OF MISSISSIPPI | ||||||||
| PO BOX 1848 | UNIVERSITY | MS | 386771848 | 646001159 | 115 | $103,000 | ADAPTIVE SOFTWARE GRANT | |
| UNIVERSITY OF NORTH CAROLINA-CHARLOTTE | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 282230001 | 560791228 | 115 | $35,000 | IES COMPLETION GRANT | |
| UNIVERSITY OF SOUTH ALABAMA | ||||||||
| OFFICE OF THE PRES-307 UNIVERSITY | MOBILE | AL | 36688 | 630477348 | 115 | $50,000 | COG AWARD | BLVD N |
| UNIVERSITY OF WISCONSIN | ||||||||
| 212D AGRICULTURE HALL 1450 LINDEN | MADISON | WI | 53706 | 396006492 | 115 | $50,000 | USU COG GRANT | DR |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| OFFICE OF THE PROVOST PO BOX 842527 | RICHMOND | VA | 232842527 | 546001758 | 115 | $5,792 | IES COMPLETION GRANT | 842527 |
| WAYNE STATE UNIVERSITY | ||||||||
| 5700 CASS AVE 1200 | DETROIT | MI | 48202 | 386828429 | 115 | $45,000 | COMPLETION GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TEACHING AWARDS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $15,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE RECIPIENT INSTITUTIONS ARE SELECTED THROUGH A COMPETITIVE GRANT PROCESS. APLU MONITORS SUB-AWARDS ON AN ONGOING BASIS BUT AT A MINIMUM ANNUALLY. ALL INSTITUTIONAL CONTRACTS INCLUDE A REPORTING SCHEDULE (WHEN A NARRATIVE AND BUDGET UPDATE ARE REQUIRED). ADDITIONALLY, ANY TIME AN INSTITUTION NEEDS TO MOVE FUNDS ACROSS LINE ITEMS, THEY ARE REQUIRED TO REQUEST APPROVAL FROM APLU, SPECIFICALLY IF THIS MOVE EXCEEDS 10 PERCENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M PETER MCPHERSON | ||||||||||||||
| PRESIDENT | $581,478 | $0 | $117,542 | $0 | $28,950 | $0 | $123,221 | $0 | $19,461 | $0 | $870,652 | $0 | $192,442 | $0 |
| HOWARD GOBSTEIN | ||||||||||||||
| EXECUTIVE VP | $175,057 | $0 | $5,000 | $0 | $3,269 | $0 | $20,544 | $0 | $17,133 | $0 | $221,003 | $0 | $0 | $0 |
| JEAN MIDDLETON | ||||||||||||||
| VP AND CHIEF OF STAFF | $128,095 | $0 | $5,000 | $0 | $1,796 | $0 | $14,086 | $0 | $11,445 | $0 | $160,422 | $0 | $0 | $0 |
| EMILY VAN LOON | ||||||||||||||
| CFO AND TREASURER | $149,582 | $0 | $0 | $0 | $1,730 | $0 | $17,670 | $0 | $16,348 | $0 | $185,330 | $0 | $0 | $0 |
| SHARI GARMISE | ||||||||||||||
| VP, USU/APLU URBAN INITIATIVES | $175,169 | $0 | $6,000 | $0 | $3,135 | $0 | $18,778 | $0 | $15,541 | $0 | $218,623 | $0 | $0 | $0 |
| MONTAGUE DEMMENT | ||||||||||||||
| VP OF INTERNATIONAL PROGRAMS | $145,621 | $0 | $6,000 | $0 | $2,542 | $0 | $18,130 | $0 | $26,323 | $0 | $198,616 | $0 | $0 | $0 |
| JEFFREY LIEBERSON | ||||||||||||||
| VP OF PUBLIC AFFAIRS | $166,392 | $0 | $5,000 | $0 | $3,079 | $0 | $18,213 | $0 | $25,639 | $0 | $218,323 | $0 | $0 | $0 |
| IAN MAW | ||||||||||||||
| VP FOOD, AGRICULTURE & NR | $381,042 | $0 | $0 | $0 | $2,550 | $0 | $27,000 | $0 | $3,500 | $0 | $414,092 | $0 | $0 | $0 |
| ALAN MABE | ||||||||||||||
| VP ACADAMIC AFFAIRS | $227,705 | $0 | $5,000 | $0 | $1,045 | $0 | $25,375 | $0 | $4,231 | $0 | $263,356 | $0 | $0 | $0 |
| JENNIFER POULAKIDAS | ||||||||||||||
| VP CGA | $171,285 | $0 | $5,000 | $0 | $3,246 | $0 | $20,172 | $0 | $10,306 | $0 | $210,009 | $0 | $0 | $0 |
| EUGENE L ANDERSON | ||||||||||||||
| VP OAS | $150,420 | $0 | $1,000 | $0 | $2,660 | $0 | $15,600 | $0 | $5,765 | $0 | $175,445 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PER THE EMPLOYMENT AGREEMENT OF PETER MCPHERSON, A HOUSING ALLOWANCE OF $5,000 A MONTH IS PROVIDED TO HELP COVER HOUSING COSTS EXPENDED TO LIVE IN THE WASHINGTON, DC METROPOLITAN AREA. SOCIAL CLUB DUES REQUIRE AN INVOICE. |
| PART I, LINE 1B | REIMBURSEMENT AND PROVISION OF THE EXPENSES LISTED IN SCHEDULE J, PART 1, LINE 1A IS DETERMINED BY THE BOARD OF DIRECTORS' COMPENSATION COMMITTEE AS A PART OF THEIR DELIBERATIONS ON AN OVERALL PACKAGE FOR THE ASSOCIATION'S PRESIDENT. AS SUCH, NO FORMAL POLICY EXISTS THAT MANDATES WHICH, IF ANY, OF THESE EXPENSES ARE REQUIRED TO BE INCLUDED. THE COMMITTEE DOES CONSIDER THE COMPENSATION PACKAGES PROVIDED TO THE OTHER ASSOCIATIONS THAT COMPRISE THE "SIX," A GROUPING OF THE SIX MOST SIGNIFICANT ASSOCIATIONS FOR HIGHER EDUCATION OF WHICH APLU IS ONE. |
| PART I, LINE 7 | BONUSES ARE PROVIDED TO CERTAIN EMPLOYEES, AND ARE MERIT BASED TO RECOGNIZE STELLAR PERFORMANCE. THE BONUSES ARE DETERMINED USING THE FEEDBACK OF THE SUPERVISOR. FOR MANAGEMENT POSITIONS, THE BONUS IS DETERMINED BY THE PRESIDENT USING PERFORMANCE REVIEWS, PORTFOLIO, AND SCOPE OF ACCOUNTABILITY AS METRICS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE WILL MEET FROM TIME TO TIME TO PROVIDE ADVICE TO THE PRESIDENT OF THE ASSOCIATION BETWEEN BOARD MEETINGS OF THE ASSOCIATION, ACT ON BEHALF OF THE BOARD AS REQUIRED BETWEEN FULL BOARD MEETINGS, PROVIDE OVERSIGHT AS APPROPRIATE TO THE PRESIDENT, AND PROVIDE LEADERSHIP TO THE PERIODIC REVIEWS OF THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION SHALL HAVE ONE CLASS OF MEMBERS, UNLESS OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE, EXCEPT AS PART OF THEIR MEMBERSHIP ON ASSOCIATION BOARDS, COMMISSIONS, COMMITTEES AND COUNCILS DESCRIBED BELOW. ALL MEMBERS OF THE ASSOCIATION SHALL CONSIST OF INSTITUTIONS OF HIGHER EDUCATION, EACH OF WHICH QUALIFIES UNDER SECTION 115(A) OF THE INTERNAL REVENUE CODE OF 1986, OR IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(A) OF SUCH CODES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF SUCH CODE, AND IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2), OR (3) OF SUCH CODES (OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW), AND WHICH MEET THE FOLLOWING ADDITIONAL CRITERIA: INSTITUTIONAL MEMBERS: UNITED STATES AND ITS TERRITORIES 1. AUTOMATIC MEMBERSHIP ACCREDITED UNIVERSITIES THAT MEET AT LEAST ONE OF THE FOLLOWING THREE CRITERIA ARE QUALIFIED FOR A.P.L.U. MEMBERSHIP WITHOUT FORMAL ACTION BY THE BOARD OF DIRECTORS (A) INSTITUTION IS A LAND GRANT INSTITUTION (1862, 1890, 1994) (B) A PUBLIC INSTITUTION CLASSIFIED BY THE MOST RECENT EDITION OF THE CARNEGIE CLASSIFICATION OF INSTRUCTIONAL PROGRAMS IN ONE OF THE TWO BASIC CLASSIFICATIONS FOR DOCTORAL UNIVERSITIES THAT REPRESENT THE TWO HIGHEST LEVELS OF RESEARCH ACTIVITY (C) INSTITUTION IS A CURRENT A.P.L.U. MEMBER IN GOOD STANDING. 2. DISCRETIONARY MEMBERSHIP ACCREDITED PUBLIC INSTITUTIONS THAT DO NOT QUALIFY FOR AUTOMATIC MEMBERSHIP AS OUTLINED ABOVE MAY QUALIFY FOR MEMBERSHIP UNDER THE DISCRETIONARY MEMBERSHIP CRITERIA. INSTITUTIONS THAT SATISFY THE THRESHOLDS FOR THE FOUR DISCRETIONARY CRITERIA IN THIS SECTION MAY BE CONSIDERED FOR MEMBERSHIP AND MUST BE APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS MAINTAINS THE RIGHT TO ADMIT A UNIVERSITY THAT DOES NOT MEET THE THRESHOLDS FOR THE DISCRETIONARY CRITERIA IN ORDER TO SUSTAIN AND ADVANCE MEMBERSHIP OF PUBLIC RESEARCH AND LAND-GRANT UNIVERSITIES. (A) RESEARCH ACTIVITY: TO SATISFY THE RESEARCH ACTIVITY CRITERION, INSTITUTIONS MUST EXCEED EITHER THE THRESHOLD FOR TOTAL RESEARCH EXPENDITURES OR THE THRESHOLD FOR RESEARCH INTENSITY. I. TOTAL RESEARCH EXPENDITURES GREATER THAN $35 MILLION IN TOTAL R&D EXPENDITURES RESEARCH INTENSITY II. RESEARCH INTENSITY GREATER THAN $25 THOUSAND IN TOTAL R&D EXPENDITURES PER FACULTY FTE (B) BREADTH OF DOCTORAL PROGRAMS AND RESEARCH FOCUS: TO SATISFY THE CRITERIA, AN INSTITUTION MUST BE INCLUDED WITHIN THE SELECTED CARNEGIE BASIC CLASSIFICATIONS AND GRADUATE INSTRUCTIONAL PROGRAM CLASSIFICATIONS SPECIFIED BELOW. THE SELECTED CLASSIFICATIONS REPRESENT AN INSTITUTION WITH SIGNIFICANT RESEARCH FOCUS AND A RANGE OF DOCTORAL PROGRAMS. I. BASIC CARNEGIE CLASSIFICATIONS --RESEARCH/DOCTORAL INSTITUTIONS --SPECIAL FOCUS INSTITUTIONS WITHIN THE FOLLOWING SUB-CATEGORIES: --MEDICAL SCHOOLS & CENTERS --OTHER HEALTH PROFESSIONS SCHOOLS --ENGINEERING SCHOOLS --OTHER TECHNOLOGY-RELATED SCHOOLS --BUSINESS & MANAGEMENT SCHOOLS II. GRADUATE INSTRUCTIONAL PROGRAM CLASSIFICATIONS --RESEARCH DOCTORAL: COMPREHENSIVE PROGRAMS, WITH MEDICAL/VETERINARY SCHOOL --RESEARCH DOCTORAL: COMPREHENSIVE PROGRAMS, NO MEDICAL/VETERINARY SCHOOL --RESEARCH DOCTORAL: HUMANITIES/SOCIAL SCIENCES-DOMINANT --RESEARCH DOCTORAL: STEM-DOMINANT --RESEARCH DOCTORAL: PROFESSIONAL-DOMINANT (C) STUDENT ENROLLMENT (IPEDS UNDUPLICATED STUDENT HEADCOUNT, 3 YEAR AVERAGE, ALL LEVELS) TO SATISFY THE STUDENT ENROLLMENT CRITERION, INSTITUTIONS MUST HAVE AN AVERAGE ANNUAL, UNDUPLICATED STUDENT HEADCOUNT OF 10,000 STUDENTS. (D) COMMUNITY ENGAGEMENT TO MEET THE COMMUNITY ENGAGEMENT CRITERION, INSTITUTIONS MUST DEMONSTRATE A SUBSTANTIAL AND SUSTAINED ENGAGEMENT AS OUTLINED BY THE 2000 KELLOGG COMMISSION REPORT RETURNING TO OUR ROOTS. INSTITUTION MEMBERSHIP: CANADA AND MEXICO APPLICATIONS BY UNIVERSITIES WITHIN CANADA AND MEXICO WILL BE REVIEWED ON AN INDIVIDUAL BASIS BY THE BOARD OF DIRECTORS CONSIDERING COMPARABILITY WITH THE CRITERIA FOR U.S. INSTITUTIONS OUTLINED IN SECTION B WITHIN THEIR NATIONAL CONTEXTS. SYSTEM MEMBERSHIP: UNITED STATES AND ITS TERRITORIES STATE UNIVERSITY SYSTEMS WITHIN THE U.S. OR ITS TERRITORIES WITH ONE OR MORE OF THEIR INSTITUTION MEMBERS IN GOOD STANDING AS A MEMBER OF APLU AUTOMATICALLY ARE ELIGIBLE FOR MEMBERSHIP IN APLU AS SYSTEM MEMBERS. APLU SYSTEM MEMBERSHIP ALLOWS SYSTEM STAFF TO PARTICIPATE IN APPROPRIATE APLU ACTIVITIES. SYSTEM MEMBERSHIP DOES NOT CONVEY APLU MEMBERSHIP TO EACH INSTITUTION MEMBER WITHIN THE SYSTEM. INSTITUTIONS THAT ARE PART OF A SYSTEM MUST MEET THE INDIVIDUAL INSTITUTION CRITERIA FOR APLU MEMBERSHIP. ORGANIZATION AFFILIATE MEMBERSHIP: CANADA, MEXICO, AND THE UNITED STATES AND ITS TERRITORIES TAX EXEMPT ORGANIZATION WITH SUBSTANTIAL RESPONSIBILITY IN LEARNING, DISCOVERY, AND ENGAGEMENT MAY BE CONSIDERED FOR MEMBERSHIP IN APLU AS ORGANIZATIONS WITH PARTICIPATION IN SELECTED APLU COUNCILS AND COMMISSIONS. THESE APPLICATIONS WILL BE REVIEWED INDIVIDUALLY BY THE BOARD OF DIRECTORS WITH THE MEMBERSHIP AND PARTICIPATION DECISIONS BASED ON THE BOARD'S JUDGMENT OF THE EXTENT TO WHICH THE ORGANIZATION HAS SUBSTANTIAL, CONSTRUCTIVE IMPACT NATIONALLY AND INTERNATIONALLY ON LEARNING, DISCOVERY, AND ENGAGEMENT AT APLU MEMBER UNIVERSITIES AND SYSTEMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOTH THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE DISTRIBUTED ELECTRONICALLY TO THE APLU AUDIT COMMITTEE MEMBERSHIP FOR REVIEW AND APPROVAL. DURING THE DISTRIBUTION PROCESS, THE BOARD OF DIRECTORS ARE COPIED ON THE CORRESPONDENCE. AS REQUIRED, CONFERENCE CALLS ARE MADE WITH THE AUDIT COMMITTEE TO DISCUSS ANY QUESTIONS ON THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHIEF FINANCIAL OFFICER IS THE PRIMARY OFFICER RESPONSIBLE FOR MONITORING FOR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS. MONITORING INCLUDES RELIANCE ON APLU EMPLOYEES FOR REPORTING MATTERS OF CONCERN. ALL APLU STAFF, REGARDLESS OF POSITION, ARE COVERED UNDER THE POLICY. IN THE CASE OF THE PRESIDENT, IF SATISFACTORY CONCLUSION CANNOT BE REACHED BY THE CFO, THEN THE CFO IS EMPOWERED TO REFER THE MATTER TO THE CHAIR OF THE BOARD OF DIRECTORS. IN ALL OTHER CASES, THE PRESIDENT IS THE ULTIMATE AUTHORITY FOR DETERMINING DISCIPLINARY AND CORRECTIVE ACTIONS FOR CONFLICT OF INTERESTS NOT RESOLVED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE APLU BOARD OF DIRECTORS SETS THE CEO COMPENSATION DURING ITS NOVEMBER MEETING. PRIOR TO THE MEETING, COMPARABILITY DATA IS PROVIDED TO THEM BY THE APLU CHIEF FINANCIAL OFFICER. THE COMPARABILITY DATA IS AT THE DETAIL LEVEL AND ENCOMPASSES THE COMPENSATION PROVIDED TO THE CEOS OF THE SIX LEADING ASSOCIATIONS FOR HIGHER EDUCATION. ALSO MADE AVAILABLE ARE THE RESULTS FROM VARIOUS SURVEYS ON CEO SALARIES SUCH AS WASHINGTON AREA EXECUTIVE SECRETARIAT AND THE HUMAN RESOURCE ASSOCIATION OF THE NATIONAL CAPITAL AREA'S ANNUAL "COMPENSATION SURVEY REPORT." |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 68,985. MANAGEMENT AND GENERAL EXPENSES 64,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,548. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 50,025. MANAGEMENT AND GENERAL EXPENSES 24,276. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,301. CONSULTANTS: PROGRAM SERVICE EXPENSES 2,156,496. MANAGEMENT AND GENERAL EXPENSES 3,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,160,135. OUTSIDE COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 37,286. MANAGEMENT AND GENERAL EXPENSES 37,739. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,025. |
| FORM 990, PART XI, LINE 9: | LOSS ON INVESTMENT IN ASSOCIATION OF MUTUAL HEALTH INSURANCE COMPANY -15,800. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
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