NEXUS RESEARCH AND POLICY CENTER: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NEXUS RESEARCH AND POLICY CENTER (EIN 27-2716378)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201833199349101918
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-11-15T09:03:39-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270733529PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DARRIN J RILEY CPA PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12198 E CAMELBACK RD STE 370AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272716378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nexus Research and Policy CenterBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEXUBusinessNameControlTxt
Phone6026350936PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 E McKellips Road Suite 1AddressLine1Txt
CityMesaCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ JORGE KLOR DE ALVAPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARRIN J RILEY CPAPreparerPersonNm
PTINP00225254PTIN
Phone6023853979PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,080,857FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20,005InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,005InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$20,005InterestOnSavingsAdjNetIncmAmt
Gross Sales Price$3,131,000GrossSalesPriceAmt
Total Rev And Expnss$20,005TotalRevAndExpnssAmt
Total Net Invst Incm$20,005TotalNetInvstIncmAmt
Total Adj Net Incm$20,005TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$610,937CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$20,293TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$1,440OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$33,314TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$195,456OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$189OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$861,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$189TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$861,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$189TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$841,435ExcessRevenueOverExpensesAmt
Net Investment Income$19,816NetInvestmentIncomeAmt
Adjusted Net Income$20,005AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,899,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,080,857SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,080,857SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,000LandBldgEquipAccumDeprecAmt
Total Assets BOY$2,899,437TotalAssetsBOYAmt
Total Assets EOY$2,080,857TotalAssetsEOYAmt
Total Assets EOYFMV$2,080,857TotalAssetsEOYFMVAmt
Other Liabilities BOY$46,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$68,855OtherLiabilitiesEOYAmt
Total Liabilities BOY$46,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$68,855TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,853,437UnrestrictedBOYAmt
Unrestricted EOY$2,012,002UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,853,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,012,002TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,899,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,080,857TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,853,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$841,435ExcessRevenueOverExpensesAmt
Subtotal$2,012,002SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,012,002TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
SHORT TERM GAINS AND LOSSESP2017-01-012017-12-31$1,645,000$1,645,000
LONG TERM GAINS AND LOSSESP2000-01-012017-12-31$1,486,000$1,486,000

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$3,138,762NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$3,924,266NetVlNoncharitableAssetsYr2Amt
Net Vl Noncharitable Assets Yr3$3,085,175NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4$3,115,846NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$1,026,349AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,296,304NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.31136DistributionYr5Rt
Total Distribution0.311364TotalDistributionRt
Average Distribution0.062273AverageDistributionRt
Net Vl Noncharitable Assets$2,411,324NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$150,160AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$198NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$150,358AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$396InvestmentIncomeExciseTaxAmt
Subtotal$396SubtotalAmt
Tax Based On Investment Income$396TaxBasedOnInvestmentIncomeAmt
Tax Due$396TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.NEXUSRESEARCH.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JENN MYERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6026350936PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11350 E MCKELLIPS ROAD SUITE 1AddressLine1Txt
CityMESACityNm
State AbbreviationAZStateAbbreviationCd
ZIP85203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
J JORGE KLOR DE ALVA
1350 E MCKELLIPS ROAD STE 1MESAAZ85203President40.00$450,000
Jenn Myers
1350 E MCKELLIPS ROAD STE 1MESAAZ85203VP, Treas, Sec40.00$66,937
PATRICK CALLAN
1350 E MCKELLIPS ROAD STE 1MESAAZ85203Director1.00$2,000
MARK SCHNEIDER
1350 E MCKELLIPS ROAD STE 1MESAAZ85203Director15.00$92,000
WILLIAM F MASSY
1350 E MCKELLIPS ROAD STE 1MESAAZ85203Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN INSTITUTES FOR RESEARCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 28126AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100878126ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$86,649CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NEXUS RESEARCH AND POLICY CENTER, AN INDEPENDENT, NOT-FOR-PROFIT, NONPARTISAN INSTITUTION, PROMOTES BOTH ACCESS TO HIGHER EDUCATION AND EDUCATIONAL SUCCESS WITH DEMONSTRABLE LEARNING AND DEGREE COMPLETION ACHIEVEMENT.NEXUS DOES THIS THROUGH RESEARCH ON TEACHING, LEARNING AND EDUCATIONAL BEST PRACTICES AND BY PREPARING ACTION-ORIENTED ANALYSES OF PRESSING POLICY ISSUES FACING STATES AND THE NATION REGARDING THE IMPROVEMENT OF EDUCATIONAL EFFICIENCY, EFFECTIVENESS AND DEGREE COMPLETION SUCCESS. NEXUS IS ESPECIALLY DEDICATED TO STUDYING AND SUPPORTING UNDERSERVED STUDENT POPULATIONS AND THE INSTITUTIONS THAT SEEK TO EDUCATE THEM.TO HELP REACH ITS GOALS, NEXUS UNDERTAKES RESEARCH AND PROMOTES POLICIES THAT IMPROVE ALL SECTORS OF HIGHER EDUCATION. WITH THE ASSISTANCE OF EDUCATORS, POLICYMAKERS, AND PHILANTHROPIC FOUNDATIONS, NEXUS HAS WORKED TO BUILD A FOUNDATION OF TRANSPARENCY AND INDEPENDENCE THAT INCLUDES RESEARCHERS FROM ALL SECTORS OF HIGHER EDUCATION.BY ITS RESEARCH AND POLICY PROMOTDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,448,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,448,045TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,448,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,411,324NetVlNoncharitableAssetsAmt
Minimum Investment Return$120,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2012-03-13PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$20,005CurrentYearAmt
Year1$3,916Year1Amt
Year2$2,676Year2Amt
Year3$3,040Year3Amt
Total$29,637TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$17,004CurrentYearAmt
Year1$3,329Year1Amt
Year2$2,275Year2Amt
Year3$2,584Year3Amt
Total$25,192TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$80,377CurrentYearAmt
Year1$104,625Year1Amt
Year2$130,809Year2Amt
Year3$102,839Year3Amt
Total$418,650TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,005ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,005ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,005TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$4,000CostOrOtherBasisAmt
Accumulated Depreciation$4,000AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$189$189
COMPUTER DATA ACCESS SERVICE$687
DUES, FEES, SUBSCRIPTIONS$4,479
EMPLOYEE BENEFITS$25,800
FUNDRAISING EXPENSE$581
INSURANCE$2,745
OUTSIDE SERVICES$149,749
POSTAGE$101
SUPPLIES$2,738
TELEPHONE$8,387

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$20,293Amt

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