ANALYTIC SERVICES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANALYTIC SERVICES INC (EIN 54-0695125)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201412259349301616
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-08-13T11:32:18-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540695125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANALYTIC SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANAL | NameControl |
| Phone | 7034162000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE SUITE NO N-5000 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22041 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOAN ZAORSKI | Name |
| Title | CFO | Title |
| Phone | 7034162000 | Phone |
| Date Signed | 2014-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YONG ZHANG CPA | Name |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR RUTH DAVID | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE SUITE NO N-5000 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 137706427 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ANSER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE PRINCIPAL ACTIVITY OF ANALYTIC SERVICES INC IS TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 702 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 109473990 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 89811166 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1154667 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4575577 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 118735 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 110747392 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94408103 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 72290231 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 65257356 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35081825 | OtherExpensePriorYear |
| Other Expenses Current Year | 26782194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 107372056 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92039550 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3375336 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2368553 | RevenuesLessExpensesCY |
| Total Assets BOY | 110819708 | TotalAssetsBOY |
| Total Assets EOY | 117442494 | TotalAssetsEOY |
| Total Liabilities BOY | 12504471 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16125384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 98315237 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 101317110 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ANALYTIC SERVICES INC. (ANSER) WAS ESTABLISHED IN 1958 AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CORPORATION TO CONTRIBUTE TO THE SECURITY AND PUBLIC WELFARE OF THE UNITED STATES. ANSER'S PRINCIPAL ACTIVITY IS TO PROVIDE GOVERNMENT AGENCIES WITH OBJECTIVE, TIMELY RESEARCH AND UNBIASED RECOMMENDATIONS ON COMPLEX TECHNICAL AND MANAGEMENT PROBLEMS. THE ANSER STAFF CONTRIBUTES DIRECTLY AND SIGNIFICANTLY TO PROBLEM SOLVING IN THE PUBLIC INTEREST THROUGH SYSTEMS ANALYSIS AND EVALUATION, OPERATIONS RESEARCH, INVESTIGATION OF TECHNICAL FEASIBILITY AND DEVELOPMENT AND APPLICATION OF PLANNING METHODS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71310823 | Expense |
| Revenue | 89811166 | Revenue |
| Description | ANALYTIC SERVICES INC. PROVIDES INDEPENDENT STUDIES AND ANALYSES TO AID KEY DECISION-MAKERS IN THE EXTENDED NATIONAL SECURITY AND HOMELAND SECURITY COMMUNITIES, DELIVERING PROFESSIONAL SERVICES THROUGH ITS TWO OPERATING UNITS - ANSER AND THE HOMELAND SECURITY STUDIES AND ANALYSIS INSTITUTE (HSSAI), FORMERLY KNOWN AS HOMELAND SECURITY INSTITUTE (HSI).ANSERADVANCING CRITICAL NATIONAL PRIORITIESTHE ANSER OPERATING UNIT PROVIDES TECHNICAL AND PROGRAMMATIC SUPPORT TO KEY COMPONENTS OF THE AIR FORCE, BUT ALSO SUPPORTS CLIENTS ACROSS THE NATIONAL SECURITY COMMUNITY WITH PARTICULAR FOCUS ON: JOINT OPERATIONS-GOVERNMENT ENTITIES THAT MUST WORK TOGETHER TO ADDRESS NATIONAL SECURITY CHALLENGES THROUGH THE IMPLEMENTATION OF COMMON AND INTERSECTING FUNCTIONS. INTELLIGENCE-THE NEW, REORGANIZED, AND EXISTING INTELLIGENCE COMMUNITY.ANTI-TERRORISM/FORCE PROTECTION-THOSE WHO IMPLEMENT OR INFLUENCE THE ALL-HAZARDS RISK ANALYSIS CONTINUUM. SCIENCE & TECHNOLOGY-THE COMMUNITY THAT ENABLES OUR NATION TO ADVANCE ITS SECURITY POSTURE AND COMPETITIVE POSITION THROUGH TECHNOLOGICAL ACHIEVEMENT.IMPLEMENTING EFFECTIVE PUBLIC SECTOR OPERATIONS-ANSER APPLIES ITS TALENTS TO ASSIST CLIENTS WHO ARE UNITED BY THEIR RESPONSIBILITIES TO IMPLEMENT EFFECTIVE PUBLIC SECTOR OPERATIONS. GOVERNMENT LEADERSHIP, AT ALL LEVELS, IS TASKED WITH ENSURING THE BEST AND MOST EFFICIENT OPERATIONS WHILE ACHIEVING MISSION GOALS AND OBJECTIVES. ANSER CONTRIBUTES THROUGH THE FOLLOWING EFFORTS:ENTERPRISE SYSTEMS & PLANNING-HELPING ORGANIZATIONS DEVELOP AND INTEGRATE THEIR BUSINESS PROCESSES AND CONTINUOUSLY ENHANCE PERFORMANCE. OPERATIONS ANALYSIS & MANAGEMENT-CONDUCTING SYSTEMS ANALYSIS, RESOURCE PLANNING, AND PROGRAM MANAGEMENT TO ENABLE CLIENTS TO IMPROVE THEIR CORE MISSION OPERATIONS. EMERGING INITIATIVES-KEEPING A VIGILANT EYE ON NEW WAYS TO EXTEND ANSER'S FIFTY-YEAR LEGACY OF UNBIASED SUPPORT.HOMELAND SECURITY STUDIES & ANALYSIS INSTITUTE(FKA HSI)THE HOMELAND SECURITY STUDIES AND ANALYSIS INSTITUTE(HSSAI) OPERATING UNIT IS A FEDERALLY FUNDED RESEARCH AND DEVELOPMENT CENTER ESTABLISHED IN 2004 BY THE DEPARTMENT OF HOMELAND SECURITY (DHS). ANALYTIC SERVICES INC. OPERATES THIS IN ACCORDANCE WITH A COMPETITIVELY AWARDED CONTRACT.THE NEED FOR HSSAI WAS DOCUMENTED IN THE NATIONAL RESEARCH COUNCIL'S 2002 REPORT, MAKING THE NATION SAFER: THE ROLE OF SCIENCE AND TECHNOLOGY IN COUNTERING TERRORISM, AND MANDATED BY LEGISLATION IN THE HOMELAND SECURITY ACT OF 2002.HSSAI'S FUNDAMENTAL ROLE IS TO:PROVIDE AN INDEPENDENT, SCIENTIFIC, AND TECHNICAL RESOURCE FOR THE HOMELAND SECURITY COMMUNITY.ANALYZE HOMELAND SECURITY ISSUES, TRENDS, POLICIES, AND PRACTICES.FACILITATE INNOVATION AND IMPROVED HOMELAND SECURITY SOLUTIONS.HSSAI EXECUTES ITS RESPONSIBILITIES THROUGH NINE CAPABILITIES: 1.RISK ANALYSIS-IMPACTS EVERY HOMELAND SECURITY DECISION AT EVERY LEVEL (STRATEGIC, OPERATIONAL, AND TACTICAL).2.OPERATIONS ANALYSIS-IMPROVES REAL-WORLD PROCESSES AND OPERATIONS.3.THREAT ANALYSIS-HELPS TO IDENTIFY EXISTING AND EMERGING THREATS TO THE HOMELAND.4.SYSTEMS ANALYSIS-ILLUMINATES COMPLEX INTERDEPENDENCIES, SYNERGIES, TRADEOFFS.5.INFORMATION SHARING ANALYSIS-IMPROVES EFFECTIVENESS AND EFFICIENCY OF HOMELAND SECURITY OPERATIONS WITHIN AND BETWEEN ALL LEVELS OF GOVERNMENT AND THE PRIVATE SECTOR.6.POLICY AND PLANNING ANALYSIS-SETS THE DIRECTION FOR THE HOMELAND SECURITY ENTERPRISE.7.PROGRAM ANALYSIS-IDENTIFIES SOLUTIONS THAT CAN FILL GAPS IN HOMELAND SECURITY CAPABILITIES.8.SCIENCE AND TECHNOLOGY ASSESSMENTS-ENSURES THAT ADVANCES IN SCIENCE AND TECHNOLOGY DELIVER TANGIBLE BENEFITS TO END USERS.9.TRAINING, EDUCATION, & PROFESSIONAL DEVELOPMENT-ENSURES THAT THE HOMELAND SECURITY WORKFORCE HAS THE NECESSARY COMPETENCIES. | Description |
| Total Program Service Expense | 71310823 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 702 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN ZAORSKI CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7034162000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE SUITE N-5000 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22041 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RONALD E CUNEO | |||||||
| TRUSTEE, CHAIR | 2.00 | X | 41000 | 0 | 0 | ||
| THOMAS I APPERSON | |||||||
| TRUSTEE | 1.00 | X | 31000 | 0 | 0 | ||
| DR JULIAN M EARLS | |||||||
| TRUSTEE | 1.00 | X | 31000 | 0 | 0 | ||
| DR DELORES ETTER | |||||||
| TRUSTEE | 1.00 | X | 29000 | 0 | 0 | ||
| GEN JOHN A GORDONUSAF RET | |||||||
| TRUSTEE | 1.00 | X | 40000 | 0 | 0 | ||
| JOANNE O ISHAM | |||||||
| TRUSTEE | 1.00 | X | 31000 | 0 | 0 | ||
| DR RONALD L KERBER | |||||||
| TRUSTEE | 1.00 | X | 35000 | 0 | 0 | ||
| GEN JOHN FSATTLERUSMC RET | |||||||
| TRUSTEE | 1.00 | X | 31000 | 0 | 0 | ||
| K DUNLOP SCOTT | |||||||
| TRUSTEE | 1.00 | X | 28000 | 0 | 0 | ||
| DR RUTH DAVID | |||||||
| CEO, TRUSTEE | 40.00 | X | 540839 | 0 | 258642 | X | |
| JOAN ZAORSKI | |||||||
| SR. VP /CFO/ SECRETARY/TRE | 40.00 | 285235 | 0 | 71924 | X | ||
| THOMAS BENJAMIN | |||||||
| SR. VP COO ANSER OU | 40.00 | 342013 | 0 | 32628 | X | ||
| DR PHILIP ANDERSON | |||||||
| SR. VP COO HSSAI OU | 40.00 | 295939 | 0 | 74400 | X | ||
| JAMES PLAYER | |||||||
| VP | 40.00 | 303852 | 0 | 30419 | X | ||
| MICHAEL MCGRATH | |||||||
| VP | 40.00 | 256106 | 0 | 54322 | X | ||
| ROBERT TUOHY | |||||||
| VP | 40.00 | 258526 | 0 | 45991 | X | ||
| KARL SEMANCIK | |||||||
| VP | 40.00 | 277166 | 0 | 31227 | X | ||
| ROBERT W EDSON | |||||||
| VP | 40.00 | 247274 | 0 | 45242 | X | ||
| DANIEL WRIGHT | |||||||
| VP & CORP. COUNSEL | 40.00 | 271206 | 0 | 43789 | X | ||
| KEITH SAULS | |||||||
| VP | 40.00 | 220480 | 0 | 31005 | X | ||
| GARY GACKSTETTER | |||||||
| DISTINGUISHED ANALYST 6 | 40.00 | 203996 | 0 | 27302 | X | ||
| PETER CHAMPAGNE | |||||||
| TECHNICAL MANAGER 3 | 40.00 | 226300 | 0 | 26930 | X | ||
| MARGARET JOANNE VELARDO | |||||||
| TECHNICAL MANAGER 3 | 40.00 | 226944 | 0 | 31932 | X | ||
| CHARLES BROWNSTEIN | |||||||
| DISTINGUISHED ANALYST 6 | 40.00 | 209243 | 0 | 24864 | X | ||
| ELIN GURSKY | |||||||
| DISTINGUISHED ANALYST 6 | 40.00 | 215804 | 0 | 33362 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4677923 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 863979 | TotalOtherCompensation |
| Number Individuals GT100 K | 202 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCNEIL TECHNOLOGIES INC | |||||
| 6564 LOISDALE CT STE 900 | SPRINGFIELD | VA | 22150 | CONSULTING | 2833198 |
| QUALX | |||||
| 8300 BOONE BLVD | VIENNA | VA | 22182 | CONSULTING | 2467175 |
| GOLDEN KEY | |||||
| 6728 CEDAR SPRING ROAD | CENTERVILLE | VA | 20121 | CONSULTING | 2257710 |
| AECOM NATIONAL SECURITY PROGRAMS INC | |||||
| 6564 LOISDALE CT | SPRINGFIELD | VA | 22150 | CONSULTING | 2212150 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 1800 TYSONS BLVD | MCLEAN | VA | 22102 | CONSULTING | 1197881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 38 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACTS FROM GOV'T | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 89811166 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89811166 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 89811166 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1112504 | TotalRevenueColumn |
| Exclusion | $1,112,504 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46761397 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43298324 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3463073 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3463073 | TotalRevenueColumn |
| Exclusion | $3,463,073 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21360 | TotalRevenueColumn |
| Exclusion | $21,360 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21360 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94408103 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89811166 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,596,937 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4677923 | Total |
| Program Services | 855987 | ProgramServices |
| Management And General | 3821936 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43721528 | Total |
| Program Services | 34977222 | ProgramServices |
| Management And General | 8744306 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4291894 | Total |
| Program Services | 3477174 | ProgramServices |
| Management And General | 814720 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9140668 | Total |
| Program Services | 6672688 | ProgramServices |
| Management And General | 2467980 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3425343 | Total |
| Program Services | 2500501 | ProgramServices |
| Management And General | 924842 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160410 | Total |
| Management And General | 160410 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376168 | Total |
| Management And General | 376168 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 885713 | Total |
| Management And General | 885713 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220244 | Total |
| Program Services | 176195 | ProgramServices |
| Management And General | 44049 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1748486 | Total |
| Program Services | 1616536 | ProgramServices |
| Management And General | 131950 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2382575 | Total |
| Program Services | 2010093 | ProgramServices |
| Management And General | 372482 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143595 | Total |
| Program Services | 1074236 | ProgramServices |
| Management And General | 69359 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2338713 | Total |
| Program Services | 738117 | ProgramServices |
| Management And General | 1600596 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140356 | Total |
| Management And General | 140356 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBCONTRACTOR | Description |
| Total | 17385934 | Total |
| Program Services | 17212074 | ProgramServices |
| Management And General | 173860 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92039550 | Total |
| Program Services | 71310823 | ProgramServices |
| Management And General | 20728727 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20618717 | BOY |
| EOY | 6855638 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3875047 | BOY |
| EOY | 2030279 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23707332 | BOY |
| EOY | 23404937 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1945054 | BOY |
| EOY | 1660963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25004505 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13108662 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6279449 | BOY |
| EOY | 11895843 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53269572 | BOY |
| EOY | 70100731 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074537 | BOY |
| EOY | 1444103 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110819708 | BOY |
| EOY | 117442494 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10208341 | BOY |
| EOY | 8858920 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285289 | BOY |
| EOY | 142703 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010841 | BOY |
| EOY | 7123761 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12504471 | BOY |
| EOY | 16125384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98315237 | BOY |
| EOY | 101317110 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98315237 | BOY |
| EOY | 101317110 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110819708 | BOY |
| EOY | 117442494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2368553 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 633320 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131207290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139090821 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121713381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109473990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89811166 | CurrentTaxYear |
| Total | 591296648 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131207290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139090821 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121713381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109473990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89811166 | CurrentTaxYear |
| Total | 591296648 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 591296648 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1121546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1024921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1023247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1188777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1112504 | CurrentTaxYear |
| Total | 5470995 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1121546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1024921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1023247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1188777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1112504 | CurrentTaxYear |
| Total | 5470995 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 183430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21360 | CurrentTaxYear |
| Total | 323931 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 132328836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 140299172 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122737034 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110781502 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90945030 | CurrentTaxYear |
| Total | 597091574 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99030 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00920 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00950 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 880474 | OtherCostOrOtherBasis |
| Depreciation | 41101 | Depreciation |
| Book Value | 839373 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24124031 | OtherCostOrOtherBasis |
| Depreciation | 13067561 | Depreciation |
| Book Value | 11056470 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11895843 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $539,014 |
| LIABILITIES UNDER SECTION 457(B) PLAN & SERP | $1,434,781 |
| OTHER LIABILITIES | $122,534 |
| ADVANCED RENT | $5,027,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7123761 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 94493591 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 633320 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 633320 | RevenueNotRptdF990 |
| Revenue Subtotal | 93860271 | RevenueSubtotal |
| Investment Expenses Not Included | 376168 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 171664 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 547832 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 94408103 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 91498350 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6632 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6632 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91491718 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 376168 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 171664 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 547832 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 92039550 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDELINE. THE ORGANIZATION WOULD BE LIABLE FOR INCOME TAXES IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 171,664. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PSI EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 6,632. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 171,664. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 2 | PROGRAM SERVICE | MANAGEMENT CONSULTING | 251154 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENT | 3923502 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICE | MANAGEMENT CONSULTING | 204214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4378870 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4378870 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR RUTH DAVID | ||||||||||||||
| CEO, TRUSTEE | 494937 | 0 | 35000 | 0 | 10902 | 0 | 250000 | 0 | 8642 | 0 | 799481 | 0 | 0 | 0 |
| JOAN ZAORSKI | ||||||||||||||
| SR. VP /CFO/ SECRETARY/TRE | 281004 | 0 | 0 | 0 | 4231 | 0 | 50000 | 0 | 21924 | 0 | 357159 | 0 | 0 | 0 |
| THOMAS BENJAMIN | ||||||||||||||
| SR. VP COO ANSER OU | 287132 | 0 | 50000 | 0 | 4881 | 0 | 25000 | 0 | 7628 | 0 | 374641 | 0 | 0 | 0 |
| DR PHILIP ANDERSON | ||||||||||||||
| SR. VP COO HSSAI OU | 266559 | 0 | 27103 | 0 | 2277 | 0 | 50000 | 0 | 24400 | 0 | 370339 | 0 | 0 | 0 |
| JAMES PLAYER | ||||||||||||||
| VP | 241166 | 0 | 40000 | 0 | 22686 | 0 | 25000 | 0 | 5419 | 0 | 334271 | 0 | 0 | 0 |
| MICHAEL MCGRATH | ||||||||||||||
| VP | 246892 | 0 | 5000 | 0 | 4214 | 0 | 50000 | 0 | 4322 | 0 | 310428 | 0 | 0 | 0 |
| ROBERT TUOHY | ||||||||||||||
| VP | 226204 | 0 | 30000 | 0 | 2322 | 0 | 23932 | 0 | 22059 | 0 | 304517 | 0 | 0 | 0 |
| KARL SEMANCIK | ||||||||||||||
| VP | 222295 | 0 | 40000 | 0 | 14871 | 0 | 24272 | 0 | 6955 | 0 | 308393 | 0 | 0 | 0 |
| ROBERT W EDSON | ||||||||||||||
| VP | 205632 | 0 | 40000 | 0 | 1642 | 0 | 21664 | 0 | 23578 | 0 | 292516 | 0 | 0 | 0 |
| DANIEL WRIGHT | ||||||||||||||
| VP & CORP. COUNSEL | 254492 | 0 | 12500 | 0 | 4214 | 0 | 37500 | 0 | 6289 | 0 | 314995 | 0 | 0 | 0 |
| KEITH SAULS | ||||||||||||||
| VP | 202508 | 0 | 15000 | 0 | 2972 | 0 | 25640 | 0 | 5365 | 0 | 251485 | 0 | 0 | 0 |
| GARY GACKSTETTER | ||||||||||||||
| DISTINGUISHED ANALYST 6 | 198534 | 0 | 1300 | 0 | 4162 | 0 | 20536 | 0 | 6766 | 0 | 231298 | 0 | 0 | 0 |
| PETER CHAMPAGNE | ||||||||||||||
| TECHNICAL MANAGER 3 | 206386 | 0 | 5000 | 0 | 14914 | 0 | 22191 | 0 | 4739 | 0 | 253230 | 0 | 0 | 0 |
| MARGARET JOANNE VELARDO | ||||||||||||||
| TECHNICAL MANAGER 3 | 210304 | 0 | 9000 | 0 | 7640 | 0 | 21964 | 0 | 9968 | 0 | 258876 | 0 | 0 | 0 |
| CHARLES BROWNSTEIN | ||||||||||||||
| DISTINGUISHED ANALYST 6 | 199179 | 0 | 0 | 0 | 10064 | 0 | 20986 | 0 | 3878 | 0 | 234107 | 0 | 0 | 0 |
| ELIN GURSKY | ||||||||||||||
| DISTINGUISHED ANALYST 6 | 190740 | 0 | 11000 | 0 | 14064 | 0 | 20906 | 0 | 12456 | 0 | 249166 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | THE ORGANIZATION IN MAY 2011, ESTABLISHED A 457(F) "TOP HAT" SUPPLEMENTAL RETIREMENT PLAN FOR ITS PRESIDENT WHICH PROVIDES FOR SET ASIDE AMOUNTS ANNUALLY OVER A FIVE YEAR PERIOD. AMOUNTS REPORTABLE ON FORM 990, PART VII AND SCHEDULE J, PART II ARE INCLUDED ACCORDINGLY. |
| PART I, LINE 7 | PART I, LINE 7: FOR EMPLOYEES: 1. CEO REQUESTS NOMINATIONS FROM MANAGEMENT TEAM (MT) FOR SUBMISSION TO THEIR EXECUTIVE LEADERSHIP TEAM (ELT) MEMBER - TO INCLUDE NAME, PROPOSED AMOUNT (BASED ON TARGETS & GUIDELINES SHE PROVIDES), AND WRITTEN JUSTIFICATION. 2. ELT OFFICERS REVIEW AND ADJUST AS APPROPRIATE TO ASSURE CONSISTENCY WITHIN THEIR AREA OF RESPONSIBILITY; ELT AS A UNIT REVIEWS AND DISCUSSES NOMINATIONS FOR MEMBERS OF MT. 3. CEO REVIEWS ALL NOMINATIONS AND PRESENTS RECOMMENDATIONS TO BOARD. 4. BOARD REVIEWS AND DECIDES BONUSES AT ANNUAL MEETING. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART IV, LINE 12 AND 35 | ANALYTIC SERVICES' WHOLLY OWNED SUBSIDIARY PSI HAD NO OPERATIONS, NO INCOME, AND NO EMPLOYEES DURING THE REPORTING PERIOD. HOWEVER PSI DID INCUR ADMINISTRATIVE COSTS DURING THE PERIOD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS UNDER CALIFORNIA STATE LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS AND TRUSTEES ARE THE SAME PERSONS BUT THEY ACT IN DIFFERENT CAPACITIES, PURSUANT TO CALIFORNIA LAW. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY MCGLADREY LLP BASED ON INFORMATION PROVIDED BY ANALYTIC SERVICES. THE 990 IS REVIEWED BY THE CFO AND CORPORATE COUNSEL. FEEDBACK AND CHANGES ARE PROVIDED TO MCGLADREY LLP. AFTER CHANGES ARE MADE THE 990 IS REVIEWED BY THE AUDIT COMMITTEE, AFTER WHICH THE 990 IS SUBMITTED TO THE IRS BY ANALYTIC SERVICES INC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES OF ANALYTIC SERVICES INC. HAVE EXECUTED A NONDISCLOSURE AND CONFLICT OF INTEREST AGREEMENT. TRUSTEES AND OFFICERS AND KEY EMPLOYEES SHARE A SPECIAL RESPONSIBILITY TO UPHOLD THE CORPORATION'S LONGSTANDING AND WELL-EARNED REPUTATION FOR IMPARTIALITY, OBJECTIVITY AND INTEGRITY. TRUSTEES, OFFICERS AND KEY EMPLOYEES CONDUCT THEIR AFFAIRS TO AVOID ANY ACTUAL OR APPARENT CONFLICT OF INTEREST, AND DISCLOSE ALL RELEVANT AFFILIATIONS OR FINANCIAL INTERESTS THAT MAY BE RELATED TO ANY MATTER BEING CONSIDERED OR DECIDED. TRUSTEES, OFFICERS AND KEY EMPLOYEES WILL PROMPTLY ABSTAIN FROM PARTICIPATING IN ANY DISCUSSION OR ACTION THAT THEY KNOW MAY HAVE A SIGNIFICANT FINANCIAL AFFECT ON THEIR PERSONAL AFFILIATIONS OR FINANCIAL INTERESTS, OR THE AFFILIATIONS AND FINANCIAL INTERESTS OF A SPOUSE OR MINOR CHILDREN. IF THE TRUSTEE, OFFICER, OR KEY EMPLOYEE DISCLOSES A POTENTIAL CONFLICT OF INTEREST, THE BOARD MAY DETERMINE BY A MAJORITY VOTE THAT DISCLOSURE IS SUFFICIENT AND IT IS IN THE BEST INTERESTS OF THE CORPORATION AND ITS CLIENTS THAT THE TRUSTEE, OFFICER OR KEY EMPLOYEE CONTINUE TO PARTICIPATE IN THE MATTER. CONSISTENT WITH THE AGREEMENTS REFERENCED ABOVE, EACH TRUSTEE, OFFICER AND KEY EMPLOYEE WILL FILE ANNUALLY WITH CORPORATE COUNSEL A STATEMENT OF AFFILIATIONS, AND WILL FILE AN AMENDED STATEMENT WITHIN THIRTY DAYS OF ANY MATERIAL ADDITION TO HIS OR HER AFFILIATIONS (DELETIONS CAN BE FILED IMMEDIATELY OR HELD UNTIL THE NEXT ANNUAL FILING). AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES EACH BOARD MEMBER IS PROVIDED WITH THEIR PRIOR YEAR'S STATEMENT OF AFFILIATIONS (SOA). A SEPARATE SOA IS REQUIRED TO BE DISCLOSED ANNUALLY BY EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE. EACH BOARD MEMBER WILL UPDATE AND COMPLETE THEIR SOA AND IDENTIFY ANY POTENTIAL CONFLICT OF INTEREST THAT MAY ARISE FROM THEIR INDIVIDUAL AFFILIATIONS. NEW TRUSTEES COMPLETE A SOA IMMEDIATELY UPON THEIR APPOINTMENT TO THE BOARD. IN ADDITION TO THE DISCLOSURES REQUIRED ABOVE, ANY TRUSTEE, OFFICER OR KEY EMPLOYEE WHO BECOMES AWARE THAT A PENDING DECISION OR ACTION UNDER THEIR AUTHORITY OR INFLUENCE MAY MATERIALLY AFFECT ANY OTHER PERSONAL AFFILIATION OR FINANCIAL INTEREST WILL PROMPTLY NOTIFY THE CEO OR CHAIRMAN AND THE CORPORATE COUNSEL, AND WILL ABSTAIN FROM ANY DISCUSSION OR ACTION ON THAT MATTER, UNLESS THE BOARD DETERMINES BY A MAJORITY VOTE THAT THE TRUSTEE OR OFFICER OR KEY EMPLOYEE SHOULD CONTINUE TO PARTICIPATE IN THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING OFFICERS AND KEY EMPLOYEES' COMPENSATION AS SET FORTH ABOVE, THE BOARD TAKES (BUT WITH KEY EMPLOYEES, USUALLY THE EXECUTIVE COMMITTEE) INTO CONSIDERATION FACTORS SUCH AS THE FOLLOWING: AVAILABLE SURVEY DATA RELATING TO COMPENSATION IN SOMEWHAT COMPARABLE POSITIONS (INCLUDING AMONG OTHER THINGS INFORMATION AVAILABLE FROM FORM 990 FILINGS); THE SALARY HISTORIES OF THE INDIVIDUALS BEING CONSIDERED AND THE ASSESSMENT OF THEIR PERFORMANCE IN THE LIGHT OF THEIR RESPECTIVE RESPONSIBILITIES; THE KNOWLEDGE WHICH MEMBERS OF THE BOARD POSSESS CONCERNING SALARY LEVELS ELSEWHERE; THE FINANCIAL POSITION OF THE CORPORATION; AND THE EXTENSIVE REVIEW WHICH THE EXECUTIVE COMMITTEE HAS MADE OF THESE MATTERS. ALL SALARY OFFERS GREATER THAN $200,000 ARE REVIEWED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROGRAM SOLUTIONS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5275 LEESBURG PIKE SUITE N-5000 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200136691 | EIN |
| Primary Activity | TO PROVIDE PROFESSIONAL AND ANALYTICAL SERVICES | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANALYTIC SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of EOY Assets | 262042 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |