ASSOCIATION OF AMERICAN UNIVERSITIES: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF AMERICAN UNIVERSITIES (EIN 52-1947112)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-01
- IRS object ID
- 201832139349300808
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-01T10:43:57-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 & TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L ST NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521947112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF AMERICAN UNIVERSITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2024087500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 New York Avenue No 550 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUE COLEMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024087500 | PhoneNum |
| Signature | 2018-08-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah G Kosnett | PreparerPersonNm |
| PTIN | P00290720 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2018-07-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY SUE COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 New York Avenue No 550 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,966,449 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aau.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The Association of American Universities, Inc. (AAU) is a non-profit organization which was incorporated on August 16, 1995 in the District of Columbia. AAU members include 62 leading comprehensive public and private research universities in the United States and Canada that are distinguished by the breadth and quality of their programs of research and graduate education. Founded in 1900 to advance the international standing of U.S. research universities, AAU today focuses on issues that are important to research-intensive universities, such as funding for research, research policy issues, and graduate and undergraduate education. U.S. member universities earn the majority of competitively awarded federal funding for academic research, are improving human life and wellbeing through research, and are educating tomorrow's visionary leaders and global citizens. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $527,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $490,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,503,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,778,051 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $145,059 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,110,120 | PYTotalRevenueAmt |
| CY Total Revenue | $7,413,426 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,753,806 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,011,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,547,443 | PYOtherExpensesAmt |
| CY Other Expenses | $2,624,029 | CYOtherExpensesAmt |
| PY Total Expenses | $7,301,249 | PYTotalExpensesAmt |
| CY Total Expenses | $7,735,626 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$191,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$322,200 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,651,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,118,599 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,739,718 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,489,864 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,912,066 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,628,735 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Founded in 1900, AAU comprises 62 distinguished institutions in the United States and Canada that continually advance society through education, research, and discovery. Our U.S. member universities earn the majority of competitively awarded federal funding for academic research, are improving human life and wellbeing through research, and are educating tomorrow's visionary leaders and global citizens. AAU members collectively help shape policy for higher education, science, and innovation; promote best practices in undergraduate and graduate education; and strengthen the contributions of research universities to society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,760,471 | ExpenseAmt |
| Revenue | $6,503,750 | RevenueAmt |
| Desc | Federal Relations, Policy and Public Affairs: The majority of the association's program services are concentrated in Federal Government Relations, Policy Studies, and Public Affairs & Communications. The Association's programs and projects address both federal and institutional policies and practices. Maintaining the productive partnership between the nation's research universities and the federal government is a key area of focus. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $500,262 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | AAU Undergraduate STEM Education Initiative: In October 2017, AAU released a five-year status report, Progress Toward Achieving Systemic Change, documenting the approach, initial outcomes, and sustainability plans for the association's initiative to improve the quality and effectiveness of undergraduate introductory science, technology, engineering, and mathematics (STEM) courses. With the support provided by Northrop Grumman Foundation, AAU selected 12-member campuses to receive small grants or "mini-grants" to support existing efforts to further improve undergraduate STEM education. AAU convened the faculty members and insiutitonal leaders for its forth AAU STEM Network workshop in Washington, DC. Members of the AAU project team made site visits to over 10 member campuses and presented at a variety of national conferences. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,472 | ExpenseAmt |
| Revenue | $274,301 | RevenueAmt |
| Desc | Meetings: The Association conducts semi-annual meetings of the Chief Executive Officers of its member institutions, and multiple meetings of federal relations officers and other committees and groups as necessary. The Association conducts annual meetings of the following groups: Council of Federal Relations Public Affairs Network Chief Academic Officers Senior Research Officers Association of Graduate Schools | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| Golden Goose Award The Association played a leadership role in the sixth annual Golden Goose Award program and ceremony. The award honors Federally funded researchers whose work sounds odd or obscure but turned out to have major societal benefits. |
| AAU by the Numbers as part of the Association's efforts to demonstrate the value of research universities to the nation, AAU updated and produced print and digital infographics with aggregate statistics on the economic impact, student financial aid, research intensity, and other useful information about its member universities. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,266,205 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| 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 | 2024087500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 New York Avenue NW 550 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| David Leebron | |||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Michael Drake | |||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Lou Anna Simon | |||||||||
| Past Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Max Nikias | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GP Peterson | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rafeal Reif | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Snyder | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Teresa Sullivan | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Satish Tripathi | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas Zeppos | |||||||||
| member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Sue Coleman | |||||||||
| President, AAU | 40.00 | Yes (X) | Yes (X) | $375,354 | $0 | $39,278 | |||
| Michael M Owens | |||||||||
| VP Federal Relations & Admin | 40.00 | Yes (X) | $243,535 | $0 | $49,393 | ||||
| Roxanne Murray | |||||||||
| Chief Operating Office | 40.00 | Yes (X) | $128,598 | $0 | $40,911 | ||||
| Eileen Fox | |||||||||
| Chief Financial Officer | 40.00 | Yes (X) | $55,394 | $0 | $13,910 | ||||
| Barry Toiv | |||||||||
| Vice President for Public Affairs | 40.00 | $232,699 | $0 | $35,382 | Yes (X) | ||||
| Tobin Smith | |||||||||
| Vice President for Policy | 40.00 | $219,324 | $0 | $48,959 | Yes (X) | ||||
| Jessica Sebeok | |||||||||
| Associate VP & Council for Policy | 40.00 | $129,719 | $0 | $38,934 | Yes (X) | ||||
| Ann Speicher | |||||||||
| Associate VP for Public Affairs | 40.00 | $127,051 | $0 | $39,675 | Yes (X) | ||||
| Mollie Flounlacker | |||||||||
| Associate VP for Federal Relations | 40.00 | $123,765 | $0 | $40,843 | Yes (X) | ||||
| Hunter Rawlings | |||||||||
| former President (to March 2016) | 0.00 | $456,295 | $0 | $7,905 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,091,734 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Balance Technology Group Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8136 Old Keene Mill Road Suite B-3 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting | ServicesDesc |
| Compensation | $125,967 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $100,353 | GovernmentGrantsAmt |
| All Other Contributions | $389,963 | AllOtherContributionsAmt |
| Total Contributions | $490,316 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| membership dues | 900099 | $6,503,750 | $6,503,750 |
| Meeting Fees | 900099 | $274,301 | $274,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,778,051 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,082 | TotalRevenueColumnAmt |
| Exclusion | $98,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,600,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,553,023 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,977 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,977 | TotalRevenueColumnAmt |
| Exclusion | $46,977 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,413,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,778,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $145,059 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,608 | TotalAmt |
| Program Services | $1,096,483 | ProgramServicesAmt |
| Management And General | $312,388 | ManagementAndGeneralAmt |
| Fundraising | $6,737 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,336,404 | TotalAmt |
| Program Services | $1,799,321 | ProgramServicesAmt |
| Management And General | $525,900 | ManagementAndGeneralAmt |
| Fundraising | $11,183 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,533 | TotalAmt |
| Program Services | $255,455 | ProgramServicesAmt |
| Management And General | $60,490 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,346 | TotalAmt |
| Program Services | $577,319 | ProgramServicesAmt |
| Management And General | $128,068 | ManagementAndGeneralAmt |
| Fundraising | $2,959 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,706 | TotalAmt |
| Program Services | $188,016 | ProgramServicesAmt |
| Management And General | $44,521 | ManagementAndGeneralAmt |
| Fundraising | $1,169 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,768 | TotalAmt |
| Program Services | $9,419 | ProgramServicesAmt |
| Management And General | $32,349 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,935 | TotalAmt |
| Management And General | $35,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,373 | TotalAmt |
| Program Services | $293,325 | ProgramServicesAmt |
| Management And General | $22,048 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,293 | TotalAmt |
| Program Services | $325,504 | ProgramServicesAmt |
| Management And General | $62,439 | ManagementAndGeneralAmt |
| Fundraising | $350 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,332 | TotalAmt |
| Program Services | $509,515 | ProgramServicesAmt |
| Management And General | $120,650 | ManagementAndGeneralAmt |
| Fundraising | $3,167 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,990 | TotalAmt |
| Program Services | $126,545 | ProgramServicesAmt |
| Management And General | $25,558 | ManagementAndGeneralAmt |
| Fundraising | $11,887 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,656 | TotalAmt |
| Program Services | $557,656 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,100 | TotalAmt |
| Program Services | $98,229 | ProgramServicesAmt |
| Management And General | $23,871 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,737 | TotalAmt |
| Program Services | $17,487 | ProgramServicesAmt |
| Management And General | $4,141 | ManagementAndGeneralAmt |
| Fundraising | $109 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| memberships/coalitions | $107,334 | $105,311 | $2,023 |
| president's residence/a | $89,000 | $73,425 | $15,575 |
| other expenses | $72,565 | $66,940 | $5,625 |
| recruitment costs | $39,357 | $31,663 | $7,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,589 | TotalAmt |
| Program Services | $34,592 | ProgramServicesAmt |
| Management And General | $997 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,735,626 | TotalAmt |
| Program Services | $6,266,205 | ProgramServicesAmt |
| Management And General | $1,430,272 | ManagementAndGeneralAmt |
| Fundraising | $39,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,560 | BOYAmt |
| EOY | $1,879,743 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,568 | BOYAmt |
| EOY | $252,838 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,887 | BOYAmt |
| EOY | $119,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,548,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $789,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,497 | BOYAmt |
| EOY | $758,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,017,272 | BOYAmt |
| EOY | $6,108,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,651,784 | BOYAmt |
| EOY | $9,118,599 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,346 | BOYAmt |
| EOY | $486,330 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217,372 | BOYAmt |
| EOY | $4,003,534 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,718 | BOYAmt |
| EOY | $4,489,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,782,231 | BOYAmt |
| EOY | $4,524,939 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,835 | BOYAmt |
| EOY | $103,796 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,912,066 | BOYAmt |
| EOY | $4,628,735 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,651,784 | BOYAmt |
| EOY | $9,118,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$322,200 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $244,467 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$205,598 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,587,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,567,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,884,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $490,316 | CurrentTaxYearAmt |
| Total | $7,056,948 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,510,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,552,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,229,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,503,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,778,051 | CurrentTaxYearAmt |
| Total | $30,574,467 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,097,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,119,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,114,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,030,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,268,367 | CurrentTaxYearAmt |
| Total | $37,631,415 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $37,631,415 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,082 | CurrentTaxYearAmt |
| Total | $436,936 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,082 | CurrentTaxYearAmt |
| Total | $436,936 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,184,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,201,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,153,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,162,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,366,449 | CurrentTaxYearAmt |
| Total | $38,068,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98800 | PublicSupportPY509Pct |
| Investment Income CY | 0.01150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
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 | $236,710 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $236,710 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,498,916 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,735,626 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $536,781 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $134,195 | 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 | $535,453 | CurrentYearMinus3Amt |
| Current Year Minus2 | $551,519 | CurrentYearMinus2Amt |
| Current Year Minus1 | $515,062 | CurrentYearMinus1Amt |
| Current Year | $536,781 | CurrentYearAmt |
| Total | $2,138,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,208,223 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $238,311 | CurrentYearMinus3Amt |
| Current Year Minus2 | $229,132 | CurrentYearMinus2Amt |
| Current Year Minus1 | $219,037 | CurrentYearMinus1Amt |
| Current Year | $236,710 | CurrentYearAmt |
| Total | $923,190 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $133,863 | CurrentYearMinus3Amt |
| Current Year Minus2 | $137,880 | CurrentYearMinus2Amt |
| Current Year Minus1 | $128,766 | CurrentYearMinus1Amt |
| Current Year | $134,195 | CurrentYearAmt |
| Total | $534,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $802,056 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $669,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $316,265 | DepreciationAmt |
| Book Value | $352,917 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $878,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,559 | DepreciationAmt |
| Book Value | $405,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $758,180 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,657,893 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $244,467 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $244,467 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,413,426 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,413,426 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,735,626 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,735,626 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,735,626 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Regents of the University of California Irvine | ||||||||
| 231 Rowland Hall | Irvine | CA | 92697 | 952226406 | 115 | $10,000 | Advance Undergraduate STEM education | |
| Massachusetts Institute of Technology | ||||||||
| 77 Massachusetts Ave NE 18-901 | Cambridge | MA | 02139 | 042103594 | 115 | $10,000 | Advance Undergraduate STEM education | |
| University of Kansas | ||||||||
| 1450 Jayhawk Blvd Strong 223 | Lawrence | KS | 66045 | 480680117 | 115 | $10,000 | Advance Undergraduate STEM education | |
| Cornell University | ||||||||
| 201 Warren Hall | Ithaca | NY | 14853 | 150532082 | 115 | $10,000 | Advance Undergraduate STEM education | |
| University of Virginia | ||||||||
| 1001 North Emmet Street | Charlottesvile | VA | 22904 | 546001796 | 115 | $10,000 | Advance Undergraduate STEM education | |
| California Institute of Technology | ||||||||
| 1200 E California Blvd NC104-31 | Pasadena | CA | 91125 | 951643307 | 115 | $10,000 | Advance Undergraduate STEM education | |
| University of Missouri | ||||||||
| 115 Business Loop 70W Missou North | Columbia | MO | 65211 | 436003859 | 115 | $10,000 | Advance Undergraduate STEM education | Rm 501 |
| University of Texas Austin | ||||||||
| 101 E 27th St Suite 5300 MC A9000 | Austin | TX | 78712 | 746000203 | 115 | $10,000 | Advance Undergraduate STEM education | |
| Iowa State University | ||||||||
| 1138 Pearson Hall 505 Morrill Road | Ames | IA | 50011 | 426004224 | 115 | $10,000 | Advance Undergraduate STEM education | |
| Yale University | ||||||||
| 25 Science Park 3rd Floor 150 | New Haven | CT | 06520 | 060646973 | 115 | $10,000 | Advance Undergraduate STEM education | Munbson St |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The University hosts AAU staff site visits to discuss the activities conducted. they must particate in workshops hosted by AAU and submit a final grant report no later than 60 days after the end of the grant period, including a financial report of expenses incurred during the entire grant period. The grant is paid in two installments; the second installment is distributed upon the successful site visit. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Sue Coleman | ||||||||||||||
| President, AAU | $322,743 | $0 | $0 | $0 | $52,611 | $0 | $29,792 | $0 | $9,871 | $0 | $415,017 | $0 | $0 | $0 |
| Michael M Owens | ||||||||||||||
| VP Federal Relations & Admin | $216,798 | $0 | $25,000 | $0 | $1,737 | $0 | $22,079 | $0 | $29,284 | $0 | $294,898 | $0 | $0 | $0 |
| Roxanne Murray | ||||||||||||||
| Chief Operating Office | $126,529 | $0 | $737 | $0 | $1,332 | $0 | $12,974 | $0 | $29,602 | $0 | $171,174 | $0 | $0 | $0 |
| Barry Toiv | ||||||||||||||
| Vice President for Public Affairs | $229,137 | $0 | $0 | $0 | $3,562 | $0 | $23,070 | $0 | $15,362 | $0 | $271,131 | $0 | $0 | $0 |
| Tobin Smith | ||||||||||||||
| Vice President for Policy | $217,252 | $0 | $0 | $0 | $2,072 | $0 | $21,981 | $0 | $28,948 | $0 | $270,253 | $0 | $0 | $0 |
| Jessica Sebeok | ||||||||||||||
| Associate VP & Council for Policy | $127,310 | $0 | $0 | $0 | $2,409 | $0 | $13,036 | $0 | $27,596 | $0 | $170,351 | $0 | $0 | $0 |
| Ann Speicher | ||||||||||||||
| Associate VP for Public Affairs | $122,942 | $0 | $0 | $0 | $4,109 | $0 | $12,783 | $0 | $28,582 | $0 | $168,416 | $0 | $0 | $0 |
| Mollie Flounlacker | ||||||||||||||
| Associate VP for Federal Relations | $122,315 | $0 | $0 | $0 | $1,450 | $0 | $13,151 | $0 | $34,385 | $0 | $171,301 | $0 | $0 | $0 |
| Hunter Rawlings | ||||||||||||||
| former President (to March 2016) | $172,969 | $0 | $0 | $0 | $283,326 | $0 | $0 | $0 | $8,226 | $0 | $464,521 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The president of the association per the employment contract receives a housing allowance and an automobile allowance. The President travels via first class for domestic flights and business class for international flights. |
| Part I, Line 4a | Hunter Rawlings received $221,400 as a severance payment in 2016. This amount was erroneously reported in the organization's Form 990 for 9/30/16. The payment was actually included in the employee's 12/31/16 Form W-2, and so is properly reportable in this 9/30/17 Form 990. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ken coleman | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | spouse of mary sue coleman | RelationshipDescriptionTxt |
| Transaction | $25,000 | TransactionAmt |
| Transaction | employee compensation: Ken Coleman is a part-time employee; serves as senior advisor to the president of AAU on a wide range of matters and helps represent the AAU to a broad array of external and internal constituents, either independently, or in concert with the AAU president. takes primary responibility for providing, planning, leadership, and staff support for the AAU partners council. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | AAU HAS AN EXECUTIVE COMMITTEE THAT EXERCISES THE POWERS OF THE FULL BOARD OF DIRECTORS, DURING INTERVALS BETWEEN BOARD MEETINGS, AND WHEN EXIGENT CIRCUMSTANCES MAKE A MEETING OF THE FULL BOARD IMPRACTICAL. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOUR PRIMARY OFFICERS OF AAU: THE CHAIR, THE VICE-CHAIR, THE IMMEDIATE PAST CHAIR, AND THE PRESIDENT. |
| Form 990, Part VI, Section A, line 6 | AAU'S MEMBERSHIP CONSISTS OF UNIVERSITIES OR MAJOR CAMPUSES OF MULTI-CAMPUS UNIVERSITIES. THE CRITERIA FOR ADMISSION ARE: HIGH QUALITY PROGRAMS OF ACADEMIC RESEARCH AND SCHOLARSHIP; UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION IN A SUBSTANTIAL NUMBER OF FIELDS; AND GENERAL RECOGNITION THAT SUCH MEMBER IS OUTSTANDING BY REASON OF THE EXCELLENCE OF ITS RESEARCH AND EDUCATION PROGRAMS. EACH MEMBER IS REPRESENTED BY ITS CHIEF EXECUTIVE OFFICER. |
| Form 990, Part VI, Section A, line 7a | aau's board of directors consists of a Chair, a Vice Chair, a Past Chair, the AAU President (nonvoting), and seven additional Directors, who are elected by AAu's membership from among the Member Representatives at large. the president is elected by the Board, while the vice chair is elected by the membership. |
| Form 990, Part VI, Section A, line 7b | AAU's Board does not have the power to alter or amend any actions of the membership taken in a meeting of the Members, nor does it have the authority to elect or remove any Member Representative, adopt a plan of merger, or authorize the voluntary dissolution of the Corporation. additionally, the board does not have the authority to nominate or remove members; that power is held by the membership. The Board keeps a record of its proceedings, which are then reported to the Members. |
| Form 990, Part VI, Section B, line 11b | the form 990 is prepared by AAU's auditors, and reviewed by the Chief Financial Officer. The 990 is then forwarded to the board of directors, who may make comments and/or ask questions prior to filing the return. |
| Form 990, Part VI, Section B, line 12c | all officers, directors, key employees, and other employees are required to file an annual "conflict of interest" form with their signature, stating any conflicts or lack thereof. All have been instructed to update the statement should anything occur that would hcange their status in regards to the conflict of interest policy. |
| Form 990, Part VI, Section B, line 15a | the organization participates annually in a survey (salary & benefits of CEO and Key Employees), conducted by an independent firm, of similar organizations. Additionally, information is gathered from 990s of similar organizations. THe board of directors sets the compensation of the CEO (President) and approves the salary pool for the president to use for all other employees. |
| Form 990, Part VI, Section C, line 19 | The organization provides copies to the public of its governing documents, conflict of interest policy, and financial statements upon request. |
| Form 990, Part XI, line 9: | transfer of golden goose net assets -188,298. allocation of AMHIC subscriber net loss -17,300. |
| Form 990, Part XII, Line 2c: | the process has not changed from the prior year. |
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