NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS (EIN 13-1878953)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-20
- IRS object ID
- 201701719349300635
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-20T14:13:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131878953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAFSA Association of International Educators | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANE HOFFMAN CFO | InCareOfNm |
| Business Name Control | NAFS | BusinessNameControlTxt |
| Phone | 2027373699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW 8TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTHER BRIMMER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2027373699 | PhoneNum |
| Signature | 2016-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 27324320171715000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DAD91860E12E246E18D2BA4DBDA77AE534C2E336 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 962B9B9D5CCC6F92842B8478B7CC197311505403 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ESTHER BRIMMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 new york avenue 8th fl | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,669,690 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAFSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | NAFSA IS THE LARGEST ASSOCIATION OF PROFESSIONALS COMMITTED EXCLUSIVELY TO ADVANCING INTERNATIONAL HIGHER EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $779,169 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $97,534 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,461,589 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,355,935 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,593,847 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,793,670 | CYProgramServiceRevenueAmt |
| PY Investment Income | $553,314 | PYInvestmentIncomeAmt |
| CY Investment Income | $683,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,636 | PYOtherRevenueAmt |
| CY Other Revenue | $89,703 | CYOtherRevenueAmt |
| PY Total Revenue | $22,639,386 | PYTotalRevenueAmt |
| CY Total Revenue | $21,922,886 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,961 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,547 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,884,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,724,526 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $368,898 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,541,626 | PYOtherExpensesAmt |
| CY Other Expenses | $11,335,892 | CYOtherExpensesAmt |
| PY Total Expenses | $20,436,675 | PYTotalExpensesAmt |
| CY Total Expenses | $21,089,965 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,202,711 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $832,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,755,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,595,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,606,138 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,429,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,149,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,166,927 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION SERVES INTERNATIONAL EDUCATORS AND THEIR INSTITUTIONS AND ORGANIZATIONS BY ESTABLISHING PRINCIPLES OF GOOD PRACTICE, PROVIDING TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES, PROVIDING NETWORKING OPPORTUNITIES, AND ADVOCATING FOR INTERNATIONAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,147,233 | ExpenseAmt |
| Grant | $29,547 | GrantAmt |
| Revenue | $11,432,377 | RevenueAmt |
| Desc | CONFERENCES - THE ASSOCIATION PROVIDES VARIOUS WORKSHOPS AND MEETINGS THAT SERVE AS A FORUM FOR THE LATEST DEVELOPMENTS IN INTERNATIONAL EDUCATIONAL EXCHANGE. THESE MEETINGS OFFER A CONCENTRATED OPPORTUNITY FOR THE EXCHANGE OF IDEAS AND OFFER A NETWORK FOR SHARING INFORMATION AS IT SEEKS TO INCREASE AWARENESS OF AND SUPPORT FOR INTERNATIONAL EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,148,202 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,096,272 | RevenueAmt |
| Desc | Publications - The Association maintains a website and produces various publications, magazines, and newsletters. These publications represent the associations commitment to the ongoing enhancement of international educational exchange. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,049,222 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,175,245 | RevenueAmt |
| Desc | PRACTICE SUPPORT AND MEMBER SERVICES - REPRESENTS EXPENSES RELATED TO THE PROVISION OF PROFESSIONAL PRACTICE SUPPORT INFORMATION TO MEMBERS AND THE COORDINATION AND COMMUNICATION OF MEMBERSHIP BENEFITS TO THE MEMBERS AND PROSPECTIVE MEMBERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,379,957 | $0 | $0 | Public Policy |
| $1,194,622 | $0 | $780,631 | Core and Advanced Educational Services |
| $10,235 | $0 | $0 | Product Development |
| $1,745,973 | $0 | $1,529,976 | Regional Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,330,787 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,310,607 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,675,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 123 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE HOFFMAN CFO | PersonNm |
| Phone | 2027373699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW 8TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Fanta Aw PhD | ||||||||
| President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stephen M Ferst | ||||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Yenbo Wu PhD | ||||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ravi Shankar | ||||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Britta Baron | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jolene Koester PhD | ||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Diana B Carlin PhD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert A Frost | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joel A Gallegos | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lars Heikensten | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Arlene Jackson | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SIMON ADAMS PHD | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jesse L Lutabingwa PhD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey M Riedinger PhD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Debra Stewart | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barry J Morris PhD | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Meyer-Lee | ||||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES BANKART | ||||||||
| BOARD MEMEBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kavita Pandit PhD | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susana Carrillo | ||||||||
| Board Member (eff. June 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Earl Potter III | ||||||||
| Board Member (until June 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marlene M Johnson | ||||||||
| Executive Director & CEO | 35.0 | 0.0 | Yes (X) | $352,225 | $0 | $36,009 | ||
| Jane Hoffman | ||||||||
| CFO/Assistant Treasurer | 35.0 | 0.0 | Yes (X) | $186,342 | $0 | $29,979 | ||
| Alan Williams | ||||||||
| Deputy Exec. Dir./Asst. Sec. | 35.0 | 0.0 | Yes (X) | $191,858 | $0 | $22,755 | ||
| Victor Johnson | ||||||||
| Senior Advisor, Public Policy | 21.0 | 0.0 | $139,904 | $0 | $14,521 | Yes (X) | ||
| Jill Welch | ||||||||
| Deputy Exec Dir, Public Policy | 35.0 | 0.0 | $150,677 | $0 | $14,068 | Yes (X) | ||
| Judy Judd-Price | ||||||||
| Deputy Exec Dir, Prof. Dev. | 35.0 | 0.0 | $146,690 | $0 | $26,801 | Yes (X) | ||
| Deborah Mix | ||||||||
| Human Resources Director | 35.0 | 0.0 | $140,952 | $0 | $25,321 | Yes (X) | ||
| Kevin Hovland | ||||||||
| Senior Dir, Academic Programs | 35.0 | 0.0 | $149,088 | $0 | $16,057 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,457,736 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,511 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| 1600 Viceroy Suite 100 | DALLAS | TX | 75235 | Conf. A/V and Set-up | $1,125,071 |
| Hyatt Regency Denver | |||||
| PO Box 5591 | DENVER | CO | 80217 | Conf. space/catering | $253,757 |
| Marriott Business Services | |||||
| PO Box 403003 | ATLANTA | GA | 30384 | Conf. space/catering | $212,940 |
| Sheraton Denver Hotel | |||||
| 1550 Court Place | DENVER | CO | 80202 | Conf. space/catering | $150,528 |
| Raffa | |||||
| 1899 L Street NW Suite 850 | WASHINGTON | DC | 20036 | Accounting Services | $145,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,355,935 | AllOtherContributionsAmt |
| Total Contributions | $1,355,935 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCE | 900099 | $13,142,514 | $12,962,353 | $180,161 |
| PUBLICATIONS | 511190 | $1,695,280 | $1,096,272 | $599,008 |
| WORKSHOPS | 900099 | $780,631 | $780,631 | |
| MEMBERSHIP DUES | 900099 | $4,175,245 | $4,175,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,793,670 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,959 | TotalRevenueColumnAmt |
| Exclusion | $298,959 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,131,423 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,746,804 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $384,619 | TotalRevenueColumnAmt |
| Exclusion | $384,619 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REGIONAL INCOME | 900099 | $40,970 | $40,970 |
| OTHER INCOME | 900099 | $48,733 | $48,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $89,703 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,922,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,104,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $779,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | $683,578 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,547 | TotalAmt |
| Program Services | $29,547 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,167 | TotalAmt |
| Program Services | $243,196 | ProgramServicesAmt |
| Management And General | $560,948 | ManagementAndGeneralAmt |
| Fundraising | $15,023 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,928,755 | TotalAmt |
| Program Services | $5,608,983 | ProgramServicesAmt |
| Management And General | $1,098,961 | ManagementAndGeneralAmt |
| Fundraising | $220,811 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,362 | TotalAmt |
| Program Services | $466,578 | ProgramServicesAmt |
| Management And General | $91,416 | ManagementAndGeneralAmt |
| Fundraising | $18,368 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,836 | TotalAmt |
| Program Services | $671,665 | ProgramServicesAmt |
| Management And General | $135,002 | ManagementAndGeneralAmt |
| Fundraising | $38,169 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,406 | TotalAmt |
| Program Services | $422,297 | ProgramServicesAmt |
| Management And General | $116,123 | ManagementAndGeneralAmt |
| Fundraising | $16,986 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,335 | TotalAmt |
| Program Services | $13,138 | ProgramServicesAmt |
| Management And General | $24,800 | ManagementAndGeneralAmt |
| Fundraising | $12,397 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,367 | TotalAmt |
| Management And General | $136,367 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,587 | TotalAmt |
| Management And General | $106,587 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,295 | TotalAmt |
| Program Services | $681,381 | ProgramServicesAmt |
| Management And General | $283,292 | ManagementAndGeneralAmt |
| Fundraising | $8,622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,629 | TotalAmt |
| Program Services | $559,276 | ProgramServicesAmt |
| Management And General | $6,553 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,466 | TotalAmt |
| Program Services | $526,976 | ProgramServicesAmt |
| Management And General | $545,561 | ManagementAndGeneralAmt |
| Fundraising | $5,929 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,202,787 | TotalAmt |
| Program Services | $901,959 | ProgramServicesAmt |
| Management And General | $300,828 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,997 | TotalAmt |
| Management And General | $712,997 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,273 | TotalAmt |
| Program Services | $910,089 | ProgramServicesAmt |
| Management And General | $133,637 | ManagementAndGeneralAmt |
| Fundraising | $9,547 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,633,374 | TotalAmt |
| Program Services | $4,187,640 | ProgramServicesAmt |
| Management And General | $424,579 | ManagementAndGeneralAmt |
| Fundraising | $21,155 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,950 | TotalAmt |
| Management And General | $7,950 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,805 | TotalAmt |
| Program Services | $179,464 | ProgramServicesAmt |
| Management And General | $206,341 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,525 | TotalAmt |
| Program Services | $25,950 | ProgramServicesAmt |
| Management And General | $48,575 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FULFILLMENT EXPENSES | $117,506 | $117,506 | $0 | $0 |
| OTHER EXPENSES | $175,838 | $96,038 | $78,709 | $1,091 |
| TAXES PAID | $26,397 | $0 | $26,397 | $0 |
| REGIONAL EXPENSES | $3,761 | $3,761 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,089,965 | TotalAmt |
| Program Services | $15,675,444 | ProgramServicesAmt |
| Management And General | $5,045,623 | ManagementAndGeneralAmt |
| Fundraising | $368,898 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,972,047 | BOYAmt |
| EOY | $2,698,934 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,242 | BOYAmt |
| EOY | $3,003,683 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,625 | BOYAmt |
| EOY | $57,941 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,024 | BOYAmt |
| EOY | $672,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,108,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,207,681 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,758 | BOYAmt |
| EOY | $900,983 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,298,837 | BOYAmt |
| EOY | $13,587,955 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,584 | BOYAmt |
| EOY | $653,929 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,569 | BOYAmt |
| EOY | $19,569 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,755,686 | BOYAmt |
| EOY | $21,595,934 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,132 | BOYAmt |
| EOY | $481,950 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,684,905 | BOYAmt |
| EOY | $5,631,050 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,101 | BOYAmt |
| EOY | $316,007 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,606,138 | BOYAmt |
| EOY | $6,429,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,261,118 | BOYAmt |
| EOY | $14,218,035 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,330 | BOYAmt |
| EOY | $229,792 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,100 | BOYAmt |
| EOY | $719,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,149,548 | BOYAmt |
| EOY | $15,166,927 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,755,686 | BOYAmt |
| EOY | $21,595,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $832,921 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $184,458 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,717,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,011,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,272,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,667,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,531,180 | CurrentTaxYearAmt |
| Total | $26,200,485 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,868,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,534,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,091,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,388,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,839,256 | CurrentTaxYearAmt |
| Total | $68,721,101 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,586,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,546,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,363,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,055,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,370,436 | CurrentTaxYearAmt |
| Total | $94,921,586 | 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 | $94,921,586 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $342,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,959 | CurrentTaxYearAmt |
| Total | $1,444,897 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,122 | CurrentTaxYearAmt |
| Total | $297,833 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $376,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $375,081 | CurrentTaxYearAmt |
| Total | $1,742,730 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,703 | CurrentTaxYearAmt |
| Total | $441,221 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,017,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,956,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,833,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,462,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,835,220 | CurrentTaxYearAmt |
| Total | $97,105,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97751 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97857 | PublicSupportPY509Pct |
| Investment Income CY | 0.01795 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01746 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,961 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,961 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,025,004 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,089,965 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,021 | CurrentYearMinus3Amt |
| Current Year Minus2 | $11,841 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,212 | CurrentYearMinus1Amt |
| Current Year | $64,961 | CurrentYearAmt |
| Total | $154,035 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $866,304 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $55,963 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $922,267 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $878,375 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,071 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $866,304 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $838,184 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,191 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $878,375 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $741,353 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $96,831 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $838,184 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $686,344 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $55,009 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $741,353 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77970 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,447,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,135,145 | DepreciationAmt |
| Book Value | $311,935 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,276 | DepreciationAmt |
| Book Value | $52,713 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,380,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $844,260 | DepreciationAmt |
| Book Value | $536,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $900,983 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457B DEFERRED COMPENSATION PLAN | Desc |
| Amt | $316,007 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $316,007 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,980,215 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $184,458 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $184,458 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,795,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $106,587 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,542 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $127,129 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,922,886 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,952,063 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $20,952,063 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $106,587 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $31,315 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $137,902 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,089,965 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4 | Income earned on the principal of the fund is to provide financial assistance to outstanding Burmese or East Asian students enrolled or enrolling in Graduate Schools in the United States, or outstanding African American students enrolled or enrolling in a study abroad program through an accredited university or college. |
| Part X, Line 2 | NAFSA believes it has appropriate support for any tax position taken and, as such, does not have any uncertain tax positions that are material to the financial statements. NAFSA recognizes interest and penalties expense related to uncertain tax positions in general and administrative expenses on the statements of activities and accounts payable and accrued expenses in the statements of financial position. NAFSA reported no penalties and interest related to uncertain tax positions for the years ended December 31, 2016 and 2015. Tax years prior to 2013 are no longer subject to examination by the IRS or the tax jurisdiction of the District of Columbia. |
| Part XI, Line 4b | Revenue for Regional Activity not included in Audited Financials |
| Part XII, Line 4b | Expenses for Regional Activity not included in Audited Financials |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $29,547 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,547 | SubtotalSpentAmt |
| Total Spent | $29,547 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Travel Grants | TypeOfAssistanceTxt |
| Region | Sub-Saharan Africa | RegionTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $29,547 | CashGrantAmt |
| Manner Of Cash Disbursement | Other | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1 | FormAndLineReferenceDesc |
| Explanation | Assistance was for travel to, accommodations at, and per diem for attendance at NAFSAs annual conference. Tickets were purchased through NAFSAs travel agents, accommodations were directly billed to NAFSA, and per diem was provided to the participants upon arrival at the conference site. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Marlene M Johnson | ||||||
| Executive Director & CEO | $350,247 | $0 | $1,978 | $23,850 | $12,159 | $388,234 |
| Jane Hoffman | ||||||
| CFO/Assistant Treasurer | $181,204 | $5,000 | $138 | $16,286 | $13,693 | $216,321 |
| Victor Johnson | ||||||
| Senior Advisor, Public Policy | $139,904 | $0 | $0 | $12,681 | $1,840 | $154,425 |
| Jill Welch | ||||||
| Deputy Exec Dir, Public Policy | $150,587 | $0 | $90 | $13,553 | $515 | $164,745 |
| Judy Judd-Price | ||||||
| Deputy Exec Dir, Prof. Dev. | $146,348 | $0 | $342 | $13,589 | $13,212 | $173,491 |
| Alan Williams | ||||||
| Deputy Exec. Dir./Asst. Sec. | $186,600 | $5,000 | $258 | $17,474 | $5,281 | $214,613 |
| Deborah Mix | ||||||
| Human Resources Director | $140,556 | $0 | $396 | $13,108 | $12,213 | $166,273 |
| Kevin Hovland | ||||||
| Senior Dir, Academic Programs | $148,950 | $0 | $138 | $13,406 | $2,651 | $165,145 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | In 2016, both Jane Hoffman and Alan Williams were paid a performance-related bonus of $5,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6 | Estimate of non-duplicative volunteer member leader positions of the organization. This number does not include the hundreds of state, local, and international volunteers who work on our behalf at the local non-leader levels. |
| Part III, Line 4d | SEE ATTACHMENT 2 FOR TOTAL REVENUE AND EXPENDITURES BY PROGRAM SERVICE Public Policy - Represents expenses incurred to link association members with Congress and Federal Agencies, advocating for support for the exchange programs, removing barriers to exchange, and informing membership of Government actions affecting educational exchange. Core and Advanced Educational Services - represents expenses related to educational activities designed to support professional development by promoting core competencies, mid-level training needs and leadership symposium programming. Product Development - Expenses incurred by the Association to improve the services and products provided to the International Education field and our members by soliciting input from members and non-members to develop and define new programs and products. Regional Programs - Regional programs are comprised primarily of meeting related activities for specific meetings and workshops at the local level as well as travel assistance for the needs of NAFSA memebers within their respective geographic areas. |
| Part VI, Section A, Line 1a | The Executive Committee shall have all the authority of the Board of Directors to the fullest extent permitted by applicable law, except that it shall have no authority as to the following matters: (a) the filling of vacancies in the Board of Directors; (b) the fixing of compensation of the Directors for serving on the Board or on any committee; (c) the amendment or repeal of the Bylaws or the adoption of new Bylaws; (d) the amendment or repeal of any resolution of the Board which by its terms shall not be so amendable or repealable; and (e) the removal of directors. Actions taken by the Executive Committee are subject to ratification at the next meeting of the Board. |
| Part VI, Section A, Line 6 | The organization has two categories of members, voting members and non-voting honorary members. Voting members consist of regular members, associate members, and life members. |
| Part VI, Section A, Line 7a | Voting members elect all members of the governing body in accordance with procedures specified in the organizations bylaws and standing rules. |
| Part VI, Section A, Line 7b | The Articles of Incorporation vest the governance of the corporation in the Board of Directors, though the Articles of Incorporation can be amended only by a 2/3rds vote of the associations members at an annual or special meeting. Matters which would require such a vote would be a change in the name of the corporation, its purpose, qualifications of members, general structure of the associations internal affairs, or in the limitations of activities of the corporation. |
| Part VI, Section B, Line 11b | A copy of the 990 is sent to the entire Board of Directors. Any questions about the return are to be directed to the Chair of the Governance Committee of the Board of Directors. The Governance Committee of the Board of Directors meets with the organizations independent public accountants, Executive Director, and Chief Financial Officer to review Form 990 prior to filing and then reports back to the full Board of Directors at its next regularly scheduled meeting. The board members are provided an outline created by the Senior Director of Finance/Controller that is used to guide them through the review process. The outline specifies key areas of the return that are deemed to be of particular importance to the review process. The organizations independent public accountant provides information on how the Form 990 is prepared and how it relates back to the organizations audited financial statements. |
| Part VI, Section B, Line 12c | The Governance Committee is responsible for reviewing the statements and monitoring compliance with this policy. Officers, directors, trustees, and key employees are currently required to annually sign a statement which affirms such person: a) Has received a copy of the conflicts of interest policy; b) Has read and understands the policy; c) Has agreed to comply with the policy; and d) Understands that NAFSA is a charitable corporation and, in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| Part VI, Section B, Line 15a | The organization periodically uses the services of a human resources consulting firm to conduct periodic executive compensation studies. In 2015 and 2016 Clear Management, Inc. was retained to prepare studies using as data comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. These studies were used by the Executive Committee of the Board of Directors in 2015 and 2016 along with performance evaluation surveys collected from the entire board to determine compensation. The President reported directly to the organizations Chief Financial Officer in writing the new salary for February 2015 and February 2016. These changes were implemented in the organizations payroll system on the effective date indicated in the authorization. |
| Part VI, Section B, Line 15b | The organization has retained the services of a human resources consulting firm to conduct periodic compensation studies for a number of years for all positions on the organizations staff including the top financial position. In 2011 Clear Management, Inc. was retained to perform the study using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. Clear Management, Inc. was utilized for the same type of services on new positions added in 2013 and 2014 and review of several existing positions in 2015. The results of these studies were presented to the organizations Executive Director and Director of Human Resources. In addition, the organization participates in the Washington Higher Education Secretariats compensation survey and receives a copy of the report which it also utilizes in developing salary comparabilities. The Executive Director instructs the Director of Human Resources in writing as to the amount and effective date of salaries for persons in the category. The governing body did not review or approve salaries for persons in the category. |
| Part VI, Section C, Line 19 | The organization makes its governing documents and conflicts of interest policy available through its website. The organization makes its audited financial statements available to its members via a handout at the annual business meeting and through a formal annual report to members distributed yearly to all current members of record. The audited financials are also available on the organizations website. |