AMERICAN EDUCATIONAL RESEARCH ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (EIN 23-7003537)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349307615
- 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 K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T16:10:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | 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 | 237003537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EDUCATIONAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2022383200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW NO 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICE J LEVINE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022383200 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACKIE ONETO CPA | PreparerPersonNm |
| PTIN | P01330244 | PTIN |
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 17:10:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C84E1F40D0AB4F75A6C29AABE8087358D4F1C89 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FELICE J LEVINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW NO 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,181,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AERA.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,004,868 | PYContributionsGrantsAmt |
| CY Contributions Grants | $778,748 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,952,170 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,140,619 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,169,945 | PYInvestmentIncomeAmt |
| CY Investment Income | $803,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,766,794 | PYOtherRevenueAmt |
| CY Other Revenue | $1,747,065 | CYOtherRevenueAmt |
| PY Total Revenue | $11,893,777 | PYTotalRevenueAmt |
| CY Total Revenue | $11,470,246 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $475,812 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $548,572 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,121,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,613,992 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,217,972 | PYOtherExpensesAmt |
| CY Other Expenses | $8,133,530 | CYOtherExpensesAmt |
| PY Total Expenses | $11,815,564 | PYTotalExpensesAmt |
| CY Total Expenses | $12,296,094 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$825,848 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,801,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,806,651 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,933,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,284,187 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,868,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,522,464 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (AERA), A NATIONAL RESEARCH SOCIETY, STRIVES TO ADVANCE KNOWLEDGE ABOUT EDUCATION, TO ENCOURAGE SCHOLARLY INQUIRY RELATED TO EDUCATION, AND TO PROMOTE THE USE OF RESEARCH TO IMPROVE EDUCATION AND SERVE THE PUBLIC GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,974,707 | ExpenseAmt |
| Revenue | $3,741,125 | RevenueAmt |
| Desc | MEETING SERVICES: THE ORGANIZATION HAS AN ANNUAL MEETING WHERE SCIENTISTS, SCHOLARS, RESEARCHERS, AND STUDENTS PRESENT AND DISCUSS RESEARCH. THE MEETING AIMS TO ADVANCE KNOWLEDGE ABOUT EDUCATION, AND PROVIDE OPPORTUNITIES FOR ATTENDEES TO PRESENT AND LEARN ABOUT THE LATEST RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,970,742 | ExpenseAmt |
| Grant | $183,977 | GrantAmt |
| Desc | EDUCATION RESEARCH AND RESEARCH ADVANCEMENT: AERA PURSUES PROJECTS, INITIATIVES, AND ACTIVITIES TO ADVANCE THE FIELD OF EDUCATION RESEARCH, PROMOTE CUTTING-EDGE LINES OF STUDY, AND DEEPEN KNOWLEDGE ABOUT EDUCATION RESEARCH AS A DISCIPLINE, PROFESSION, AND FIELD. KEY ACTIVITIES INCLUDE CENTENNIAL PROGRAMS, AERA'S RESEARCH CONFERENCES PROGRAM, WHICH AWARDS GRANTS FOR CONFERENCES INTENDED TO BREAK NEW GROUND IN SUBSTANTIVE AREAS OF INQUIRY, STIMULATE NEW LINES OF STUDY ON ISSUES THAT HAVE BEEN LARGELY UNEXPLORED, OR DEVELOP INNOVATIVE RESEARCH METHODS OR TECHNIQUES THAT CAN CONTRIBUTE TO EDUCATION RESEARCH, INTERNATIONAL ACTIVITIES, AND AERA'S EDUCATION RESEARCH SERVICE PROJECTS PROGRAM, WHICH IS DESIGNED TO ENCOURAGE EDUCATION RESEARCHERS TO OFFER THEIR PRO BONO EXPERTISE TO EDUCATIONAL ORGANIZATIONS, INSTITUTIONS, OR OTHER COMMUNITY GROUPS THAT HAVE IDENTIFIED AND EXPRESSED A NEED FOR SUCH ASSISTANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,379,139 | ExpenseAmt |
| Desc | GOVERNANCE AND DIVISIONS: THE ORGANIZATION'S GOVERNANCE STRUCTURE IS COMPRISED OF THE COUNCIL, EXECUTIVE BOARD, AND COMMITTEES. AD HOC COMMITTEES, TASK FORCES AND WORKING GROUPS MAY ALSO BE ESTABLISHED FOR SPECIFIC PURPOSES AND FOR LIMITED PERIODS. THERE ARE ALSO 12 DIVISIONS OF AERA WHICH ARE ORGANIZED TO REPRESENT MAJOR SCHOLARLY OR SCIENTIFIC AREAS WITHIN EDUCATION RESEARCH THAT ADD TO THE FIELD. EACH DIVISION IS RESPONSIBLE FOR PLANNING DIVISION-SPONSORED SESSIONS FOR THE ANNUAL MEETING AND FACILITATING ONGOING COMMUNICATIONS AMONG DIVISION MEMBERS THROUGH LISTSERV AND OTHER COMMUNICATIONS MECHANISMS THROUGHOUT THE YEAR. DIVISIONS ALSO OFFER OTHER PROGRAMMING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $672,886 | $3,730,089 | MEMBERSHIP AND SIGS | |
| $768,313 | $89,990 | PROFESSIONAL DEVELOPMENT | $364,595 |
| $1,262,212 | $1,860,229 | PUBLICATIONS | |
| $1,344,885 | $88,884 | SUPPORTING PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,048,296 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $364,595 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,769,192 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,372,884 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 95 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELICE J LEVINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022383200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 K STREET NW NO 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200052528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEANNIE OAKES | |||||||
| PRES, PAST PRES (TRANS @ 5/1/16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VIVIAN GADSDEN | |||||||
| PRES ELECT, PRES (TRANS @ 5/1/16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH LOEWENBERG BALL | |||||||
| PRES ELECT (BEGAN 5/1/16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOYCE E KING | |||||||
| PAST PRES (UNTIL 4/30/16) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| A LIN GOODWIN | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIANNA KEZAR | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA M MARTINEZ-ALEMAN | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA A GREEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANETTE WALLER MCKINLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BIRR MOJE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIEL JOEY MERRIN | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENI COWAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JABARI MAHIRI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOY ANN WILLIAMSON-LOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KADRIYE ERCIKAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE ROLLERT FRENCH | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE SCHULTZ | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY NAKAGAWA | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORA A COHEN-VOGEL | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET MCKEOWN | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BERENDS | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN L FRANKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA K HOLT | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E DANTLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE S MOSES | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MING FANG HE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUBEN DONATO | |||||||
| DIRECTOR (UNTIL 4/30/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN REARDON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAUN R HARPER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TYRONE C HOWARD | |||||||
| DIRECTOR (BEGAN 5/1/16) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZOLLIE STEVENSON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICE J LEVINE | |||||||
| EXEC. DIR. & SECRETARY/TREASURER | 37.50 | Yes (X) | $313,025 | $0 | $39,440 | ||
| NORMAN TENORIO | |||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | 37.50 | Yes (X) | $134,582 | $0 | $23,799 | ||
| ROBERT SMITH | |||||||
| DIRECTOR OF MEETINGS | 37.50 | $129,818 | $0 | $18,435 | Yes (X) | ||
| TONY PALS | |||||||
| DIRECTOR OF COMMUNICATIONS/OUTREACH | 37.50 | $153,954 | $0 | $24,662 | Yes (X) | ||
| GEORGE WIMBERLY | |||||||
| DIRECTOR OF PROFESSIONAL DEVELOPMENT | 37.50 | $152,342 | $0 | $23,869 | Yes (X) | ||
| JULIANE BARON | |||||||
| DIRECTOR OF GOVERNMENT RELATIONS | 37.50 | $133,556 | $0 | $23,762 | Yes (X) | ||
| LORI D HILL | |||||||
| ASSOC. E.D. FOR PROGRAMS & POLICY | 37.50 | $148,226 | $0 | $23,355 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,165,503 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,322 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUARLES & BRADY LLP | |||||
| 411 EAST WISCONSIN AVE STE 2350 | MILWAUKEE | WI | 53202 | LEGAL SERVICES | $440,909 |
| KATHERINE J ROSICH | |||||
| 3801 CONNECTICUT AVE NW 716 | WASHINGTON | DC | 20008 | CONSULTING | $127,840 |
| CAVAROCCHI RUSCIO DENNIS ASSOCIATES | |||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20024 | CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $166,780 | GovernmentGrantsAmt |
| All Other Contributions | $611,968 | AllOtherContributionsAmt |
| Total Contributions | $778,748 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 900099 | $3,741,125 | $3,741,125 |
| MEMBERSHIP DUES | 900099 | $3,730,089 | $3,730,089 |
| PUBLICATIONS | 900099 | $490,531 | $490,531 |
| REGISTRATION FEES | 900099 | $103,874 | $103,874 |
| MANAGEMENT FEES | 900099 | $75,000 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,140,619 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,921 | TotalRevenueColumnAmt |
| Exclusion | $620,921 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,731,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,369,698 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $362,061 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,288 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,288 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,288 | TotalRevenueColumnAmt |
| Exclusion | $14,288 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,894,318 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,711,425 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,893 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,893 | TotalRevenueColumnAmt |
| Exclusion | $182,893 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,018 | TotalRevenueColumnAmt |
| Exclusion | $1,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,018 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,470,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,510,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,181,181 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,242 | TotalAmt |
| Program Services | $478,242 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,330 | TotalAmt |
| Program Services | $70,330 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,846 | TotalAmt |
| Program Services | $176,233 | ProgramServicesAmt |
| Management And General | $334,613 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,522,185 | TotalAmt |
| Program Services | $1,946,284 | ProgramServicesAmt |
| Management And General | $575,901 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,498 | TotalAmt |
| Program Services | $157,080 | ProgramServicesAmt |
| Management And General | $40,418 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,070 | TotalAmt |
| Program Services | $146,648 | ProgramServicesAmt |
| Management And General | $49,422 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,393 | TotalAmt |
| Program Services | $132,686 | ProgramServicesAmt |
| Management And General | $54,707 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,872 | TotalAmt |
| Program Services | $419,292 | ProgramServicesAmt |
| Management And General | $2,580 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,502 | TotalAmt |
| Management And General | $27,502 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,485 | TotalAmt |
| Management And General | $110,485 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,725 | TotalAmt |
| Program Services | $961,679 | ProgramServicesAmt |
| Management And General | $59,046 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,042 | TotalAmt |
| Program Services | $49,042 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,052 | TotalAmt |
| Program Services | $673,357 | ProgramServicesAmt |
| Management And General | $91,695 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,745 | TotalAmt |
| Management And General | $594,745 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,077 | TotalAmt |
| Program Services | $406,506 | ProgramServicesAmt |
| Management And General | $2,571 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,081,035 | TotalAmt |
| Program Services | $3,034,642 | ProgramServicesAmt |
| Management And General | $46,393 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,086 | TotalAmt |
| Management And General | $293,086 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,385 | TotalAmt |
| Program Services | $11,200 | ProgramServicesAmt |
| Management And General | $37,185 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CREDIT CARD FEES | $195,170 | $195,045 | $125 |
| PUBLICATIONS | $186,549 | $186,549 | |
| LICENSES AND FEES | $174,360 | $64,281 | $110,079 |
| ALLOCATION OF M&G | $0 | $614,811 | -$614,811 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,445 | TotalAmt |
| Program Services | $648,977 | ProgramServicesAmt |
| Management And General | $107,468 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,296,094 | TotalAmt |
| Program Services | $10,372,884 | ProgramServicesAmt |
| Management And General | $1,923,210 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,866 | BOYAmt |
| EOY | $1,018,339 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,226 | BOYAmt |
| EOY | $834,314 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,546 | BOYAmt |
| EOY | $55,467 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,731 | BOYAmt |
| EOY | $367,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,615,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,338,588 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,279,351 | BOYAmt |
| EOY | $10,277,184 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,487,740 | BOYAmt |
| EOY | $18,097,360 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $39,648 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,779 | BOYAmt |
| EOY | $116,753 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,801,239 | BOYAmt |
| EOY | $30,806,651 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,499 | BOYAmt |
| EOY | $644,456 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,557 | BOYAmt |
| EOY | $2,042,931 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,940,000 | BOYAmt |
| EOY | $3,596,800 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,933,056 | BOYAmt |
| EOY | $6,284,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,333,557 | BOYAmt |
| EOY | $24,158,914 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,626 | BOYAmt |
| EOY | $363,550 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,868,183 | BOYAmt |
| EOY | $24,522,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,801,239 | BOYAmt |
| EOY | $30,806,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$825,848 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $480,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $1,294,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,504,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,072,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,004,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $778,748 | CurrentTaxYearAmt |
| Total | $5,654,914 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,870,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,418,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,571,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,337,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,510,317 | CurrentTaxYearAmt |
| Total | $43,707,964 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,164,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,923,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,644,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,341,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,289,065 | CurrentTaxYearAmt |
| Total | $49,362,878 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,780 | CurrentTaxYearAmt |
| Total | $96,457 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,629,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,429,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,603,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,562,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,863 | CurrentTaxYearAmt |
| Total | $8,077,883 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,640,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,621,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,586,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,880,643 | CurrentTaxYearAmt |
| Total | $8,174,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $41,188,538 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,413,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,224,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,194,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,075,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $997,270 | CurrentTaxYearAmt |
| Total | $5,905,401 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,413,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,224,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,194,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,075,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $997,270 | CurrentTaxYearAmt |
| Total | $5,905,401 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $223,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,018 | CurrentTaxYearAmt |
| Total | $242,066 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,579,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,370,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,854,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,418,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,287,353 | CurrentTaxYearAmt |
| Total | $55,510,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.74200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75020 | PublicSupportPY509Pct |
| Investment Income CY | 0.10640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10740 | 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 | $209,153 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,153 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,086,941 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,296,094 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $764,805 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,201 | 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 Minus2 | $681,421 | CurrentYearMinus2Amt |
| Current Year Minus1 | $740,778 | CurrentYearMinus1Amt |
| Current Year | $764,805 | CurrentYearAmt |
| Total | $2,187,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,280,506 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $203,529 | CurrentYearMinus2Amt |
| Current Year Minus1 | $212,376 | CurrentYearMinus1Amt |
| Current Year | $209,153 | CurrentYearAmt |
| Total | $625,058 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $170,355 | CurrentYearMinus2Amt |
| Current Year Minus1 | $185,195 | CurrentYearMinus1Amt |
| Current Year | $191,201 | CurrentYearAmt |
| Total | $546,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $820,127 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,475,974 | OtherCostOrOtherBasisAmt |
| Book Value | $1,475,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,957,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,704,519 | DepreciationAmt |
| Book Value | $8,253,151 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,917 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,500 | DepreciationAmt |
| Book Value | $351,417 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $370,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $173,569 | DepreciationAmt |
| Book Value | $196,642 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,277,184 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,950,375 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $480,129 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $480,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,470,246 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,470,246 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,296,094 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,296,094 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,296,094 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED DECEMBER 31, 2016, AERA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOARD OF REGENTS OF UNIV OF WISCONSIN-MADISON | |||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | 396006492 | GOVERNMENT | $13,332 | RESEARCH |
| BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIV | |||||||
| 3145 PORTER AVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $6,666 | RESEARCH |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM ROAD RM 2 | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $26,666 | RESEARCH |
| DUKE UNIVERSITY | |||||||
| BOX 104132 | DURHAM | NC | 27708 | 560532129 | 501(C)(3) | $9,000 | RESEARCH |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM STREET | BRONX | NY | 10458 | 131740451 | 501(C)(3) | $7,000 | RESEARCH |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET | NEW YORK | NY | 10003 | 135562308 | 501(C)(3) | $5,833 | RESEARCH |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $15,000 | RESEARCH |
| UNIVERSITY OF CALIFORNIA-IRVINE | |||||||
| 5171 CALIFORNIA AVE SUITE 150 | IRVINE | CA | 92697 | 952226406 | 501(C)(3) | $13,000 | RESEARCH |
| UNIVERSITY OF SOUTHERN CA | |||||||
| WPH500 MAIL CODE 4035 | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $23,334 | RESEARCH |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MD | 02138 | 042103580 | 501(C)(3) | $57,164 | RESEARCH |
| BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | |||||||
| 506 S WRIGHT 209 HAB MC-339 | URBANA | IL | 61801 | 376000511 | 501(C)(3) | $33,666 | RESEARCH |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 5171 CALIFORNIA AVE SUITE 150 | IRVINE | CA | 92697 | 952226406 | 501(C)(3) | $21,833 | RESEARCH |
| UNIVERSITY OF MARYLAND-BALTIMORE COUNTY | |||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | 526002033 | GOVERNMENT | $5,833 | RESEARCH |
| WORCHESTER POLYTECHNICAL | |||||||
| 100 INSTITUTE ROAD | WORCHESTER | MA | 01609 | 042121659 | 501(C)(3) | $10,000 | RESEARCH |
| UNIVERSITY OF TEXAS-AUSTIN | |||||||
| 110 INNER CAMPUS DR STOP K5300 | AUSTIN | TX | 78713 | 746000203 | GOVERNMENT | $12,827 | RESEARCH |
| UNIVERSITY OF PITTSBURGH | |||||||
| PO BOX 371220 | PITTSBURGH | PA | 15251 | 250965591 | 501(C)(3) | $16,525 | RESEARCH |
| UNIVERSITY OF OKLAHOMA | |||||||
| 201 STEPHENSON PARKWAY STE 3100 | NORMAN | OK | 73019 | 731377584 | GOVERNMENT | $5,000 | RESEARCH |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400194 | CHARLOTTESVILLE | VA | 22904 | 546001796 | GOVERNMENT | $43,666 | RESEARCH |
| VANDERBILT UNIVERSITY | |||||||
| PMB 406310 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $18,999 | RESEARCH |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $7,000 | RESEARCH |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1019 FLANNER HALL | NASHVILLE | IN | 46556 | 350868188 | 501(C)(3) | $13,334 | RESEARCH |
| UNIVERSITY OF WASHINGTON | |||||||
| 3917 UNIVERSITY WAY NE BOX 351122 | SEATTLE | WA | 98105 | 916001537 | 501(C)(3) | $6,666 | RESEARCH |
| CLEMSON UNIVERSITY | |||||||
| 108 ADMINISTRATIVE SERVICES BLDG | CLEMSON | SC | 29631 | 576000254 | 501(C)(3) | $10,000 | RESEARCH |
| OHIO STATE UNIVERSITY | |||||||
| 29 WEST WOODRUFF AVE | COLUMBUS | OH | 43210 | 311145986 | 501(C)(3) | $20,000 | RESEARCH |
| RESEARCH FOUNDATION OF SUNY | |||||||
| 35 STATE STREET | ALBANY | NY | 12207 | 141368361 | 501(C)(3) | $13,334 | RESEARCH |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||||
| 525 W 120TH STREET MAILBOX 30 | NEW YORK | NY | 10027 | 131624202 | 501(C)(3) | $18,334 | RESEARCH |
| UGA RESEARCH FOUNDATION | |||||||
| 475 N LUMPKIN STREET | ATHENS | GA | 30602 | 581353149 | 501(C)(3) | $13,000 | RESEARCH |
| UNIVERSITY OF CALIFORNIA-BERKELEY | |||||||
| 1500 TOLMAN HALL GSE | BERKELEY | CA | 94720 | 946002123 | 501(C)(3) | $10,000 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL ADVANCEMENT - DISSERTATION GRANTS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $70,330 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FELICE J LEVINE | ||||||||||||||
| EXEC. DIR. & SECRETARY/TREASURER | $313,025 | $0 | $0 | $0 | $0 | $0 | $30,789 | $0 | $8,651 | $0 | $352,465 | $0 | $0 | $0 |
| NORMAN TENORIO | ||||||||||||||
| DIRECTOR OF FINANCE & ADMINISTRATION | $134,582 | $0 | $0 | $0 | $0 | $0 | $15,300 | $0 | $8,499 | $0 | $158,381 | $0 | $0 | $0 |
| TONY PALS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS/OUTREACH | $153,954 | $0 | $0 | $0 | $0 | $0 | $16,100 | $0 | $8,562 | $0 | $178,616 | $0 | $0 | $0 |
| GEORGE WIMBERLY | ||||||||||||||
| DIRECTOR OF PROFESSIONAL DEVELOPMENT | $152,342 | $0 | $0 | $0 | $0 | $0 | $15,350 | $0 | $8,519 | $0 | $176,211 | $0 | $0 | $0 |
| JULIANE BARON | ||||||||||||||
| DIRECTOR OF GOVERNMENT RELATIONS | $133,556 | $0 | $0 | $0 | $0 | $0 | $15,250 | $0 | $8,512 | $0 | $157,318 | $0 | $0 | $0 |
| LORI D HILL | ||||||||||||||
| ASSOC. E.D. FOR PROGRAMS & POLICY | $148,226 | $0 | $0 | $0 | $0 | $0 | $15,000 | $0 | $8,355 | $0 | $171,581 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| Bond Issued | 2012-08-16 | BondIssuedDt |
| Issue Price | $6,900,000 | IssuePriceAmt |
| Purpose | REFUND OF 07/26/07 ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,303,200 | RetiredAmt |
| Total Proceeds | $6,900,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $49,306 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | NO REBATE COMPUTATION WAS MADE BECAUSE THERE WERE NO BOND PROCEEDS TO INVEST. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE PUBLICATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE BELOW | RelationshipDescriptionTxt |
| Transaction | $1,386,899 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: SAGE PUBLICATIONS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SAGE IS A SUBSTANTIAL CONTRIBUTOR.(D) DESCRIPTION OF TRANSACTION: AERA OUTSOURCES THE PUBLICATION OF ITS JOURNALS TO SAGE. SAGE PAYS AERA PUBLICATION INCOME AND AN EDITORIAL STIPEND. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, QUESTION 28C: | IN 2016, AERA HAD BUSINESS TRANSACTIONS WITH AN ENTITY THAT MEETS THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE INSTRUCTIONS FOR SCHEDULE L, PART IV OF FORM 990. ACCORDINGLY, IN ACCORDANCE WITH THE IRS INSTRUCTIONS FOR SCHEDULE L PART IV, AERA IS FILING A SCHEDULE L TO REPORT A BUSINESS TRANSACTION WITH AN INTERESTED PARTY. PART VI, QUESTION 28 DOES NOT INCLUDE TRANSACTIONS INVOLVING INTERESTED PERSONS AS DEFINED IN SCHEDULE L. ALTHOUGH QUESTION 28 DOES NOT INCLUDE SCHEDULE L "INTERESTED PERSONS", AERA HAS ANSWERED "YES" TO QUESTION 28C TO NOTE THE FILING OF SCHEDULE L. AERA DID NOT HAVE A 2016 BUSINESS TRANSACTION WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER. |
| FORM 990, PART VI, SECTION A, LINE 6 | AERA HAS FOUR MEMBER CATEGORIES: REGULAR, AFFILIATE, GRADUATE STUDENT, AND EMERITUS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY IS ELECTED THROUGH A GENERAL ELECTION PROCESS VOTED ON BY THE VOTING MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON RECEIVING THE DRAFT FORM 990 FROM ITS OUTSIDE ACCOUNTANTS, THE ASSOCIATION REVIEWS THE RETURN AND ANY QUESTIONS THAT ARISE DURING THE REVIEW PROCESS ARE DIRECTED BACK TO THE ACCOUNTING FIRM FOR CONFIRMATION OR FURTHER RESOLUTION. UPON SATISFACTION REGARDING THE COMPLETENESS AND ACCURACY OF THE RETURN, THE EXECUTIVE DIRECTOR THEN PROVIDES IT TO THE MEMBERS OF THE EXECUTIVE BOARD PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AERA'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS AND DIRECTORS OF THE ASSOCIATION EACH YEAR. THESE OFFICERS ARE BRIEFED ON THE POLICY BY THE EXECUTIVE DIRECTOR AND PRESIDENT AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THE POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES OF AERA SIGN A CONFLICT OF INTEREST ATTESTATION STATEMENT UPON HIRE. ALL DELIBERATIVE BODIES ARE REMINDED OF THE CONFLICT OF INTEREST POLICY. THOSE WITH CONFLICTS OR THE APPEARANCE OF CONFLICTS RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION MAKING. IN AREAS OF UNCERTAINTY, THE EXECUTIVE DIRECTOR PROVIDES ADVICE AND COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR OF AERA IS DIRECTLY ACCOUNTABLE TO THE ASSOCIATION'S GOVERNING BODY. PERFORMANCE REVIEWS FOR THIS INDIVIDUAL ARE PERFORMED BY A REVIEW COMMITTEE COMPRISED OF THE PAST PRESIDENT, THE PRESIDENT AND THE PRESIDENT-ELECT, WITH THE PAST PRESIDENT SERVING AS CHAIR. SALARY SURVEYS FROM THE GEOGRAPHICAL LOCATION AND OTHER CONTEMPORANEOUS INFORMATION ARE PROVIDED TO THE EXECUTIVE BOARD (EB) FOR THEIR REVIEW. THE EB DETERMINES THE EXECUTIVE DIRECTOR'S MERIT INCREASES AND SALARY LEVELS BASED ON THE INFORMATION AVAILABLE AND RECOMMENDATIONS FROM THE REVIEW COMMITIEE. THE REVIEW AND DECISION OF THE EB IS DOCUMENTED IN A COMMUNICATION PROVIDED TO THE EXECUTIVE DIRECTOR WITH A STATEMENT REGARDING ANY MERIT INCREASE. IN YEARS WHERE THERE IS A MERIT INCREASE, THIS STATEMENT IS FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. THE MOST RECENT SALARY REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JULY 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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