AMERICAN ACADEMY FOR STRATEGIC EDUCATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY FOR STRATEGIC EDUCATION (EIN 46-2307602)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-30
IRS object ID
201423039349301307
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-30T14:02:11-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270199989PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CA-LA CONSULTING LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13044 BARDSTOWN RD 295AddressLine1
CityLOUISVILLECity
StateKYState
ZIP Code40205ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462307602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY FOR STRATEGIC EDUCATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2023313091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 N ST NW NO 210AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE N DEALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2023313091PhoneNum
Signature2014-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA ISGRIGGPreparerPersonNm
PTINP00508633PTIN
Phone2402521450PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJACQUELINE N DEALPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 N ST NW NO 210AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$275,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STRATED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionAASE SEEKS TO EDUCATE MEMBERS OF THE PUBLIC REGARDING NATIONAL SECURITY STRATEGY DEVELOPMENT AND EXECUTION.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$275,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$275,000CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,000PYOtherExpensesAmt
CY Other Expenses$32,453CYOtherExpensesAmt
PY Total Expenses$1,000PYTotalExpensesAmt
CY Total Expenses$32,453CYTotalExpensesAmt
PY Revenues Less Expenses-$1,000PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$242,547CYRevenuesLessExpensesAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$262,647TotalAssetsEOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,100TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$241,547NetAssetsOrFundBalancesEOYAmt
MissionAASE SEEKS TO EDUCATE MEMBERS OF THE PUBLIC REGARDING NATIONAL SECURITY STRATEGY DEVELOPMENT AND EXECUTION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$23,750ExpenseAmt
Revenue$25,000RevenueAmt
DescPUBLIC OUTREACH - SCHOLARLY PAPERS AND OTHER RESULTS OF RESEARCH CONDUCTED BY AASE FELLOWS WILL BE BROADLY DISSEMINATED TO SENIOR RETIRED AND ACTIVE DUTY GOVERNMENT OFFICIALS, FIGURES FROM THE MEDIA AND GROUPS WITH SOCIAL IMPACT IN THE UNITED STATES, AND OTHER MEMBERS OF THE GENERAL PUBLIC. AASE PLANS TO HOLD EVENTS (SUCH AS PUBLIC DEBATES, WORKSHOPS AND CONFERENCES) AT WHICH THE RESEARCH RESULTS WILL BE PRESENTED TO AUDIENCES CONSISTING OF POLICY MAKERS FROM THE LEGISLATIVE AND EXECUTIVE BRANCHES OF GOVERNMENT, AS WELL AS OTHER INTERESTED MEMBERS OF THE GENERAL PUBLIC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Revenue$150,000RevenueAmt
DescINSTRUCTION - AASE WILL PROVIDE EDUCATION TO MEMBERS OF THE UNIFORMED MILITARY AND CIVILIAN EMPLOYEES OF THE FEDERAL GOVERNMENT, AS WELL AS TO INDIVIDUALS WHO INTEND TO WORK FOR THE FEDERAL GOVERNMENT IN THE FUTURE, IN THE SKILLS RELEVANT TO THE DEVELOPMENT AND EXECUTION OF NATIONAL SECURITY STRATEGIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Revenue$100,000RevenueAmt
DescRESEARCH - AASE WILL CONDUCT RESEARCH REGARDING, AND DEVELOPMENT OF, STRATEGIES FOR DEALING WITH FOCUSED NATIONAL SECURITY PROBLEMS PRESENTING CHALLENGES TO THE UNITED STATES, ITS INTERESTS, OR ITS FRIENDS AND ALLIES. AASE'S RESEARCH WILL BE CONDUCTED THROUGH ITS AASE FELLOWS PROGRAM WITH ALL RESEARCH RESULTS BROADLY DISSEMINATED TO SENIOR RETIRED AND ACTIVE DUTY GOVERNMENT OFFICIALS, THE MEDIA AND GROUPS WITH SOCIAL IMPACT IN THE UNITED STATES, AND OTHER MEMBERS OF THE GENERAL PUBLIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$23,750TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACQUELINE DEALBusinessNameLine1
FieldValueIRS element (for citing)
Phone2023313091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 N ST NW 210AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACQUELINE N DEAL
PRESIDENT, SECRETARY5.00Yes (X)$0$0$0
AARON L FRIEDBERG
VICE CHAIR5.00Yes (X)$23,750$0$0
STEPHEN P ROSEN
CHAIRMAN, TREASURER5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$23,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$275,000AllOtherContributionsAmt
Total Contributions$275,000TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,131TotalAmt
Management And General$8,131ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$556TotalAmt
Management And General$556ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,750TotalAmt
Program Services$23,750ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$16TotalAmt
Management And General$16ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,453TotalAmt
Program Services$23,750ProgramServicesAmt
Management And General$8,703ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$262,647EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$262,647EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$100EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$21,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$21,100EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY-$1,000BOYAmt
EOY$241,547EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,000BOYAmt
EOY$241,547EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$262,647EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$242,547ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$275,000CurrentTaxYearAmt
Total$275,000TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$275,000CurrentTaxYearAmt
Total$275,000TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$264,000SubstantialContributorsTotAmt
Public Support Total170$11,000PublicSupportTotal170Amt
Total Support$275,000TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonJACQUELINE DEALPersonNm
Relationship With OrgPRESIDENT AND DIRECTORRelationshipWithOrgTxt
Loan PurposeBEGINNING FUNDING OF ENTITYLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$21,000OriginalPrincipalAmt
Balance Due$21,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$21,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonAARON FRIEDBERGPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionVICE CHAIRPERSONRelationshipDescriptionTxt
Transaction$23,750TransactionAmt
TransactionMR FRIEDBERG WAS PAID AS AN INDEPENDENT CONSULTANT FOR PROGRAM RELATED RESEARCH, ANALYSIS AND OUTREACH WORK HE PERFORMED FOR THE ENTITY.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11ALL ACTIVE BOARD MEMBERS REVIEW A COPY OF THE FORM 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY CONFLICTS. THEY TURN IN PAPERWORK ANNUALLY TO INDICATE THEY HAVE REVIEWED THE POLICY SO THE ORGANIZATION CAN ENSURE COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 23,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,750.

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