LEARNING POINT ASSOCIATES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING POINT ASSOCIATES (EIN 37-1161423)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349303957
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T11:17:52-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO & COMPANY CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371161423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING POINT ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200073835 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIJO AHLGRIMM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2024035000 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A O'MALLEY CPA | PreparerPersonNm |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200073835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,580,231 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEARNINGPT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,812,859 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,580,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,812,859 | PYTotalRevenueAmt |
| CY Total Revenue | $7,580,231 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,337,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,354,369 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,165 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,769,150 | PYOtherExpensesAmt |
| CY Other Expenses | $3,555,091 | CYOtherExpensesAmt |
| PY Total Expenses | $17,106,776 | PYTotalExpensesAmt |
| CY Total Expenses | $6,909,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,293,917 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $670,771 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,437,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,810,369 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $755,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $456,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,682,882 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,353,653 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,853,109 | ExpenseAmt |
| Desc | LPA'S CONNECTED ONLINE COP (COMMUNITIES OF PRACTICE) PROGRAM WORKS WITH THE DEPARTMENT OF EDUCATION TO DEVELOP A SERIES OF ONLINE COPS TO LEVERAGE THE USE OF EDUCATIONAL TECHNOLOGY TO IMPROVE TEACHING, ASSESSMENT, LEARNING AND INFRASTRUCTURE IN SCHOOLS. COPS ARE DESIGNED TO ASSIST PEOPLE IN LEARNING ABOUT AND UNDERSTANDING BEST PRACTICES, RESEARCH, AND IMPLEMENTATION STRATEGIES BY LEARNING FROM EXPERTS AND FROM EACH OTHER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,156,773 | ExpenseAmt |
| Desc | LPA'S NATIONAL CHARTER SCHOOLS PROGRAM WORKS TO EXPAND HIGH QUALITY CHARTER SCHOOLS ACROSS THE NATION BY (1) PLANNING AND CONDUCTING RESEARCH, (2) DEVELOPING STUDY PLANS AND PROTOCOL INSTRUMENTS, (3) OBTAINING INFORMATION FROM EXPERTS, (4) OBTAINING AND MAINTAINING DATA FOR ANALYSIS, (5) ANALYZING DATA AND PREPARING REPORTS, (6) CREATING MEDIA FOR PRINT AND WEB DELIVERY, (7) CREATING NEW ALTERNATIVES THAT CONTRIBUTE TO THE IMPROVEMENT OF EDUCATIONAL PRACTICES, (8) IDENTIFYING AREAS FOR TARGETED TECHNICAL ASSISTANCE, AND (9) PROVIDING TECHNICAL ASSISTANCE TO A WIDE RANGE OF AUDIENCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $478,713 | ExpenseAmt |
| Desc | LPA'S PROFILE AND PERFORMANCE INFORMATION COLLECTION SYSTEM (PPICS) PROGRAM PROMOTES HIGH QUALITY AFTER-SCHOOL PROGRAMMING THROUGH CONTINUING DATA COLLECTION WITH ENHANCED ANALYSES OF STATE AND LOCAL 21ST CENTURY COMMUNITY LEARNING CENTERS (21ST CCLC). THESE ENHANCED ANALYTIC ACTIVITIES SUPPORT PROGRAM MONITORING EFFORTS AS WELL AS PROVIDE SUPPORT FOR STATE AND LOCAL PROGRAM SELF-EVALUATIONS LEADING TO MORE EFFECTIVE 21ST CCLC AFTER-SCHOOL PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,640,530 | ExpenseAmt |
| Desc | RESEARCH AND INFORMATION DISSEMINATION CONDUCT RESEARCH AND DISSEMINATE INFORMATION REGARDING INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,640,530 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,129,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| 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 | MARIJO AHLGRIMM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200073835 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD HAMBURG | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $34,557 | $0 | |||
| DAVID MYERS | |||||||||
| BOARD PRESIDENT | 1.00 | 39.00 | Yes (X) | $16,597 | $773,733 | $168,592 | Yes (X) | ||
| GINA E BURKHARDT | |||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 39.00 | Yes (X) | $9,142 | $447,956 | $99,813 | Yes (X) | ||
| MARIJO AHLGRIMM | |||||||||
| TREASURER | 1.00 | 39.00 | $8,994 | $419,301 | $86,868 | Yes (X) | |||
| DONA KILPATRICK | |||||||||
| SECRETARY | 1.00 | 39.00 | $4,858 | $226,499 | $52,481 | Yes (X) | |||
| CHERYL JOAN VINCE | |||||||||
| SR VICE PRESIDENT OF AIR | 1.00 | 39.00 | $8,925 | $437,317 | $102,645 | Yes (X) | |||
| JON COHEN | |||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | 1.00 | 39.00 | $14,745 | $722,499 | $180,028 | Yes (X) | |||
| MARILYN MOON | |||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | 1.00 | 39.00 | $8,167 | $400,155 | $55,833 | Yes (X) | |||
| STEPHEN KROMER | |||||||||
| VP AND EXEC DIRECTOR OF AIR | 1.00 | 39.00 | $11,675 | $572,085 | $65,744 | Yes (X) | |||
| GARY PHILLIPS | |||||||||
| VICE PRESIDENT OF AIR | 1.00 | 39.00 | $8,996 | $440,781 | $61,918 | Yes (X) | |||
| ROBERT DAVIS | |||||||||
| FORMER FINANCE DIRECTOR | 1.00 | 39.00 | $3,554 | $165,684 | $51,993 | Yes (X) | |||
| SABRINA LAINE | |||||||||
| FORMER KEY EMPLOYEE | 1.00 | 39.00 | $4,021 | $258,777 | $63,934 | Yes (X) | |||
| LAWRENCE FRIEDMAN | |||||||||
| FORMER KEY EMPLOYEE | 0.00 | 40.00 | $0 | $235,626 | $80,937 | Yes (X) | |||
| SUSAN HOPKINS | |||||||||
| FORMER KEY EMPLOYEE | 1.00 | 39.00 | $3,884 | $181,102 | $53,454 | Yes (X) | |||
| JESSICA JOHNSON | |||||||||
| FORMER KEY EMPLOYEE | 0.00 | 40.00 | $0 | $223,384 | $20,756 | Yes (X) | |||
| ROBERT STONEHILL | |||||||||
| FORMER KEY EMPLOYEE | 2.00 | 38.00 | $8,818 | $184,984 | $20,298 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,376 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,724,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,165,294 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORUM ONE COMMUNICATIONS | |||||
| 2200 MOUNT VERNON AVENUE | ALEXANDRIA | VA | 22301 | SEE SCHEDULE O | $571,285 |
| NC STATE UNIV | |||||
| OFFICE OF CONTRACTS AND GRANTS BOX | RALEIGH | NC | 27695 | SEE SCHEDULE O | $346,453 |
| JM CONSULTING INC | |||||
| POST OFFICE BOX 1563 | MANCHESTER BY THE SEA | MA | 01944 | SEE SCHEDULE O | $205,889 |
| GRUNWALD ASSOCIATES LLC | |||||
| 8307 STILL SPRING COURT | BETHESDA | MD | 20817 | SEE SCHEDULE O | $202,031 |
| CONSORTIUM FOR SCHOOL NETWORKING | |||||
| 1025 VERMONT AVE NW 1010 | WASH | DC | 20005 | SEE SCHEDULE O | $159,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,286,125 | GovernmentGrantsAmt |
| All Other Contributions | $294,106 | AllOtherContributionsAmt |
| Total Contributions | $7,580,231 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,580,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,055 | TotalAmt |
| Management And General | $48,055 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,204 | TotalAmt |
| Program Services | $34,551 | ProgramServicesAmt |
| Management And General | $9,653 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,628,533 | TotalAmt |
| Program Services | $2,256,353 | ProgramServicesAmt |
| Management And General | $299,399 | ManagementAndGeneralAmt |
| Fundraising | $72,781 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,556 | TotalAmt |
| Program Services | $176,848 | ProgramServicesAmt |
| Management And General | $17,080 | ManagementAndGeneralAmt |
| Fundraising | $5,628 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,989 | TotalAmt |
| Program Services | $216,271 | ProgramServicesAmt |
| Management And General | $29,850 | ManagementAndGeneralAmt |
| Fundraising | $6,868 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,032 | TotalAmt |
| Program Services | $154,515 | ProgramServicesAmt |
| Management And General | $21,594 | ManagementAndGeneralAmt |
| Fundraising | $4,923 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,071 | TotalAmt |
| Management And General | $14,071 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,604 | TotalAmt |
| Management And General | $7,604 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,524,865 | TotalAmt |
| Program Services | $2,438,820 | ProgramServicesAmt |
| Management And General | $79,078 | ManagementAndGeneralAmt |
| Fundraising | $6,967 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,870 | TotalAmt |
| Program Services | $143,167 | ProgramServicesAmt |
| Management And General | $23,126 | ManagementAndGeneralAmt |
| Fundraising | $3,577 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,883 | TotalAmt |
| Program Services | $108,532 | ProgramServicesAmt |
| Management And General | $14,135 | ManagementAndGeneralAmt |
| Fundraising | $2,216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,611 | TotalAmt |
| Program Services | $270,306 | ProgramServicesAmt |
| Management And General | $65,668 | ManagementAndGeneralAmt |
| Fundraising | $8,637 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,578 | TotalAmt |
| Program Services | $216,947 | ProgramServicesAmt |
| Management And General | $10,871 | ManagementAndGeneralAmt |
| Fundraising | $3,760 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,268 | TotalAmt |
| Program Services | $63,360 | ProgramServicesAmt |
| Management And General | $5,307 | ManagementAndGeneralAmt |
| Fundraising | $601 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,119 | TotalAmt |
| Program Services | $46,866 | ProgramServicesAmt |
| Management And General | $11,126 | ManagementAndGeneralAmt |
| Fundraising | $1,127 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,222 | TotalAmt |
| Program Services | $2,589 | ProgramServicesAmt |
| Management And General | $6,553 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,909,460 | TotalAmt |
| Program Services | $6,129,125 | ProgramServicesAmt |
| Management And General | $663,170 | ManagementAndGeneralAmt |
| Fundraising | $117,165 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,961 | BOYAmt |
| EOY | $2,089,666 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,717 | BOYAmt |
| EOY | $554,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,238 | BOYAmt |
| EOY | $69,624 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,986 | BOYAmt |
| EOY | $2,096,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,437,902 | BOYAmt |
| EOY | $4,810,369 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,506 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,514 | BOYAmt |
| EOY | $456,716 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,020 | BOYAmt |
| EOY | $456,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,882 | BOYAmt |
| EOY | $4,353,653 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,882 | BOYAmt |
| EOY | $4,353,653 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,437,902 | BOYAmt |
| EOY | $4,810,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $670,771 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,322,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,819,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,032,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,812,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,580,231 | CurrentTaxYearAmt |
| Total | $89,568,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,322,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,819,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,032,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,812,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,580,231 | CurrentTaxYearAmt |
| Total | $89,568,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $89,568,148 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,569,825 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,894 | DepreciationAmt |
| Book Value | $31,342 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,117 | DepreciationAmt |
| Book Value | $38,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,624 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| Book Value | $2,096,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,096,412 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,580,231 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,580,231 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,580,231 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,909,460 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,909,460 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,909,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LPA IS EXEMPT FROM INCOME TAX PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), BUT IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. LPA'S TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. MANAGEMENT BELIEVES LPA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MYERS | ||||||||||||||
| BOARD PRESIDENT | $11,755 | $547,985 | $4,725 | $220,275 | $117 | $5,473 | $3,054 | $142,367 | $487 | $22,684 | $20,138 | $938,784 | $0 | $0 |
| GINA E BURKHARDT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $7,862 | $385,236 | $1,240 | $60,760 | $40 | $1,960 | $1,649 | $80,811 | $347 | $17,006 | $11,138 | $545,773 | $0 | $0 |
| MARIJO AHLGRIMM | ||||||||||||||
| TREASURER | $7,387 | $344,390 | $1,575 | $73,425 | $32 | $1,486 | $1,439 | $67,095 | $385 | $17,949 | $10,818 | $504,345 | $0 | $0 |
| DONA KILPATRICK | ||||||||||||||
| SECRETARY | $4,720 | $220,051 | $106 | $4,962 | $32 | $1,486 | $714 | $33,265 | $388 | $18,114 | $5,960 | $277,878 | $0 | $0 |
| CHERYL JOAN VINCE | ||||||||||||||
| SR VICE PRESIDENT OF AIR | $7,537 | $369,323 | $1,220 | $59,780 | $168 | $8,214 | $1,790 | $87,701 | $263 | $12,891 | $10,978 | $537,909 | $0 | $0 |
| JON COHEN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | $9,251 | $453,285 | $4,000 | $196,000 | $1,494 | $73,214 | $3,020 | $147,980 | $581 | $28,447 | $18,346 | $898,926 | $0 | $72,000 |
| MARILYN MOON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | $6,969 | $341,471 | $1,030 | $50,470 | $168 | $8,214 | $1,020 | $49,980 | $97 | $4,736 | $9,284 | $454,871 | $0 | $0 |
| STEPHEN KROMER | ||||||||||||||
| VP AND EXEC DIRECTOR OF AIR | $8,519 | $417,443 | $2,200 | $107,800 | $956 | $46,842 | $1,038 | $50,880 | $277 | $13,549 | $12,990 | $636,514 | $0 | $23,945 |
| GARY PHILLIPS | ||||||||||||||
| VICE PRESIDENT OF AIR | $5,148 | $252,247 | $3,680 | $180,320 | $168 | $8,214 | $987 | $48,373 | $251 | $12,307 | $10,234 | $501,461 | $0 | $0 |
| ROBERT DAVIS | ||||||||||||||
| FORMER FINANCE DIRECTOR | $3,501 | $163,211 | $42 | $1,944 | $11 | $529 | $516 | $24,063 | $576 | $26,838 | $4,646 | $216,585 | $0 | $0 |
| SABRINA LAINE | ||||||||||||||
| FORMER KEY EMPLOYEE | $3,623 | $233,184 | $383 | $24,618 | $15 | $975 | $527 | $33,949 | $451 | $29,007 | $4,999 | $321,733 | $0 | $0 |
| LAWRENCE FRIEDMAN | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $223,270 | $0 | $8,000 | $0 | $4,356 | $0 | $47,719 | $0 | $33,218 | $0 | $316,563 | $0 | $0 |
| SUSAN HOPKINS | ||||||||||||||
| FORMER KEY EMPLOYEE | $3,648 | $170,085 | $43 | $1,983 | $193 | $9,034 | $756 | $35,236 | $366 | $17,096 | $5,006 | $233,434 | $0 | $0 |
| JESSICA JOHNSON | ||||||||||||||
| FORMER KEY EMPLOYEE | $0 | $200,577 | $0 | $22,220 | $0 | $587 | $0 | $19,418 | $0 | $1,338 | $0 | $244,140 | $0 | $0 |
| ROBERT STONEHILL | ||||||||||||||
| FORMER KEY EMPLOYEE | $8,296 | $174,024 | $343 | $7,192 | $179 | $3,768 | $846 | $17,745 | $77 | $1,630 | $9,741 | $204,359 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I | PURSUANT TO THE REQUIREMENTS OF THIS SCHEDULE, COMPENSATION PAID TO MANAGEMENT OF THIS ORGANIZATION MUST INCLUDE THE AMOUNT PAID BY AND FOR ALL RELATED ORGANIZATIONS, IN THIS CASE, THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR). PLEASE ALSO SEE SCHEDULE O SUPPLEMENTAL INFORMATION FOR FORM 990, PART I, LINE 1. SCHEDULE J, PART I, LINE 3 THE ORGANIZATION USED THE COMPENSATION POLICIES OF A RELATED ORGANIZATION, AIR, FOR ITS CHIEF EXECUTIVE AND TOP MANAGEMENT. |
| SCHEDULE J, PART I, LINE 4B: | THE FOLLOWING INDIVIDUALS, ALONG WITH OTHER EXECUTIVES, PARTICIPATED IN A NON-QUALIFIED COMPENSATION PLAN PROVIDING CERTAIN KEY EMPLOYEES WITH THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTIONS THEY WOULD HAVE RECEIVED HAD THEY BEEN ELIGIBLE TO FULLY PARTICIPATE IN THE COMPANY'S DEFINED CONTRIBUTION PENSION PLAN. THE PLAN WAS FIRST ESTABLISHED ON 1/1/1996 TO ALLOW DISCRETIONARY CONTRIBUTIONS TO BE MADE TO THE PLAN BY AIR ON BEHALF OF A SELECT GROUP OF MANAGEMENT OR HIGHLY-COMPENSATED EMPLOYEES. THE ELIGIBLE EMPLOYEES ARE EMPLOYEES DESIGNATED FROM TIME TO TIME BY THE PRESIDENT, WITH THE APPROVAL OF THE COMPENSATION COMMITTEE OF THE AIR BOARD OF DIRECTORS, WHO ARE IN "A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES" OF AIR. THE PLAN PARTICIPANTS ALSO AGREE TO VESTING PARAMETERS BASED ON APPLICABLE CIRCUMSTANCE AND SERVICE AGREEMENTS. DEFERRED COMPENSATIONS AWARDS (EARNED BUT UNPAID) DURING 2013: MARIJO AHLGRIMM $ 48,236 GINA BURKHARDT $ 36,560 JON COHEN $ 100,000 STEPHEN KROMER $ 25,959 DAVID MYERS $ 121,970 CHERYL JOAN VINCE $ 38,491 |
| SCHEDULE J, PART II COLUMN B(III): | THE AMOUNTS REPORTED IN COLUMN B(III) FOR MR. JON COHEN INCLUDE $73,190 FOR DEFERRED COMPENSATION VESTED AND PAID IN 2013 PURSUANT TO THE AFOREMENTIONED NON-QUALIFIED COMPENSATION (SEE SCHEDULE J, PART III SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PART I, LINE 4B). |
| SCHEDULE J, PART II COLUMN C: | AMOUNTS REPORTED IN COLUMN C REPRESENT AIR'S PAYMENTS TO THE DEFINED CONTRIBUTION PENSION PLAN AS WELL AS THE ANNUAL ACCRUAL OF CURRENT AND PRIOR YEAR CONTRIBUTIONS TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN TO COVER CERTAIN KEY EXECUTIVES OTHERWISE INELIGIBLE TO FULLY PARTICIPATE IN THE COMPANY'S DEFINED CONTRIBUTION PLAN. CONTRIBUTIONS TO THE PLAN PROVIDE THE EXECUTIVES WITH THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTION THEY WOULD HAVE RECEIVED HAD THEY BEEN ELIGIBLE TO FULLY PARTICIPATE IN THE DEFINED CONTRIBUTION PENSION PLAN. PURSUANT TO PLAN TERMS, AMOUNTS REMAIN IN THE DEFERRED PLAN UNTIL THEY BECOME FULLY VESTED. |
| SCHEDULE J, PART II COLUMN D: | NONTAXABLE BENEFITS REPRESENT AIR'S PREMIUM PAYMENTS FOR CERTAIN FRINGE BENEFIT OFFERINGS GENERALLY AVAILABLE TO ALL OF ITS EMPLOYEES, INCLUDING HEALTH INSURANCE, LONG-TERM DISABILITY, DENTAL INSURANCE, VISION INSURANCE, AND LONG-TERM CARE INSURANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990, PART 1, LINE 1 AND PART III, LINE 1 | LPA PERFORMS EDUCATONAL RESEARCH AND DEVELOPMENT AND DISSEMINATES INFORMATION REGARDING INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. EFFECTIVE AUGUST 1, 2010, LPA MERGED AND BECAME A WHOLLY-OWNED AND CONTROLLED AFFILIATE OF THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR/EIN: 25-0965219). SUBSEQUENT TO THE AFFILIATION DATE, ALL EMPLOYEES BECAME EMPLOYEES OF THE AIR LEGAL ENTITY, AND THE LPA LEGAL ENTITY CEASED TO SOLICIT AND ENTER INTO ANY NEW CONTRACTS TO PROVIDE SERVICES. NEW CONTRACTING ACTIVITIES WERE UNDERTAKEN BY THE AIR ENTITY. THE LPA LEGAL ENTITY DID, HOWEVER, AND WILL CONTINUE TO, PERFORM ON CONTRACTS THAT EXISTED AS OF THE AFFILIATION DATE, OR SUBSEQUENTLY EXTENDED OR MODIFIED, USING EMPLOYEES SECONDED FROM AIR. ONCE SUCH CONTRACTS ARE COMPLETED, LPA WILL BE DISSOLVED AS A LEGAL ENTITY. THE ACTIVITIES REPORTED HEREIN HAVE BEEN COMPILED TO REFLECT THE RESULTS OF OPERATIONS AND FINANCIAL STATUS OF THE OPERATIONS RETAINED WITHIN THE LPA LEGAL ENTITY DURING ITS WINDDOWN. SUCH OPERATIONS, WHILE REPORTED AS LPA'S ACTIVITIES FOR FORM 990 PURPOSE, ARE MANAGED BY AND UNDER AUTHORIZATION OF AIR'S DIRECTORS, OFFICERS, AND CERTAIN KEY EMPLOYEES AS AN INTEGRAL PART OF AIR'S OVERALL OPERATION. THE LPA LEGAL ENTITY HAS NO EMPLOYMENT RELATIONSHIP WITH ANY INDIVIDUALS AND RELY ON AIR EMPLOYEES, VIA INTERCOMPANY ARRANGEMENTS, TO FULFILL ITS REMAINING CONTRACTUAL REQUIREMENTS. THE COMPENSATION REPORTED HEREIN REPRESENTS THE FULL REMUNERATION PAID TO AIR EMPLOYEES IN CONNECTION WITH FULFILLING COMMITMENTS AND OBLIGATIONS FOR THE LPA ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS A SOLE VOTING MEMBER, AIR, WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY AND BYLAW CHANGES REQUIRE MEMBER APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS RECEIVED AND REVIEWED INTERNALLY BY THE CFO/TREASURER AND LEGAL COUNSEL OF AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR), A 501 C (3) ORGANIZATION AND AN AFFILIATE TO LEARNING POINT ASSOCIATES (LPA). THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | LEARNING POINT ASSOCIATES UTILIZES THE CONFLICT OF INTEREST POLICY OF AIR. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USED THE COMPENSATION POLICIES OF AIR FOR ITS CHIEF EXECUTIVE AND TOP MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 323,608. MANAGEMENT AND GENERAL EXPENSES 60,343. FUNDRAISING EXPENSES 5,048. TOTAL EXPENSES 388,999. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 55,362. MANAGEMENT AND GENERAL EXPENSES 15,401. FUNDRAISING EXPENSES 1,566. TOTAL EXPENSES 72,329. HONORARIA: PROGRAM SERVICE EXPENSES 1,939. MANAGEMENT AND GENERAL EXPENSES 721. FUNDRAISING EXPENSES 25. TOTAL EXPENSES 2,685. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 2,047,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,047,284. RECRUITING: PROGRAM SERVICE EXPENSES 10,627. MANAGEMENT AND GENERAL EXPENSES 2,613. FUNDRAISING EXPENSES 328. TOTAL EXPENSES 13,568. |
| FORM 990 PART XII, LINE 2C | AIR, THE RELATED ORGANIZATION, HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
| FORM 990, PART VII, SECTION B, LINE 1, COLUMN B | COLUMN B DESCRIPTION FOR FORUM ONE COMMUNICATIONS: TECHNICAL INFRASTRUCTURE AND SUPPORT FOR CONNECTED EDUCATORS MONTH. WORK CLOSELY WITH THE RESOURCE CENTER TO ENHANCE EXISTING WEBITE TO MAKE IT MORE INTERACTIVE AND ENGAGING. COLUMN B DESCRIPTION NORTH CAROLINA STATE UNIVERSITY (NCSU): CONDUCTS RESEARCH ON THE VALUE CREATED FOR EDUCATORS THROUGH THEIR PARTICIPATION IN ONLINE COMMUNITIES OF PRACTICE AND THE KEY DECISIONS THAT LEAD TO SUCCESSFUL DEVELOPMENT OF SUCH COMMUNITIES. IN ADDITION, NCSU DESIGNED AND FACILITATED AN ONLINE COMMUNITY OF SCHOOL AND DISTRICT LEADERS FOCUSED ON DIGITAL TRANSITION. COLUMN B DESCRIPTION FOR JM CONSULTING INC.: JM CONSULTING PROVIDED PROGRAM SERVICES RELATED TO EXTERNAL EVALUATION FOR BOTH FORMATIVE AND SUMMATIVE EVALUATION PURPOSES. COLUMN B DESCRIPTION FOR GRUNWALD ASSOCIATES LLC: COMMUNICATIONS WITH US DEPT OF EDUCATION AND PRIMARY TECHNICAL WORKING GROUP SUPPORT FOR THE CONNECTED ONLINE COMMUNITIES OF PRACTICE. MAINTAIN AND UPDATE THE CONNECTED ONLINE COMMUNITIES OF PRACTICE REPORT. COLUMN B DESCRIPTION FOR CONSORTIUM FOR SCHOOL NETWORKING: COSN PROVIDED PROGRAM SERVICES IN SUPPORT OF STEWARDING A SCALABLE, SUSTAINABLE ECOLOGY OF ONLINE COMMUNITIES IN EDUCATION TO IMPROVE TEACHER AND LEADER EFFECTIVENESS, TO ENHANCE STUDENT LEARNING AND TO INCREASE PRODUCTIVITY. |
| 990 PART V, LINE 1A | THE INDEPENDENT CONTRACTORS WERE RECORDED AND FILED ON FORM 1096 FILED BY AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (FEIN 25-0965219)UNDER A COMMON PAYMASTER. |
| 990 PART V, LINE 2A | THE COMPENSATION AND BENEFITS OF LEARNING POINT ASSOCIATES WERE RECORDED ON FORM 941 FILED BY AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (FEIN 25-0965219) UNDER A COMMON PAYMASTER. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY - DISSOLVED ON 11222013 | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 270071942 | SEE SCHEDULE R, PART VII | IL | $0 | $0 | LEARNING POINT ASSOCIATES |
| COMPENSATION INNOVATIONS IN EDUCATIONS LLC - DISSOLVED ON 11222013 | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 800518929 | SEE SCHEDULE R, PART VII | IL | $135,689 | $0 | LEARNING POINT ASSOCIATES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASH | DC | 20007 | 250965219 | TO CONDUCT AND APPLY BEHAVIORAL SCIENCES TO IMPROVE PEOPLE'S LIVES | PA | 501(C)(3) | LINE 9 | 0 | ||
| AMERICAN INSTITUTES FOR RESEARCH UK LIMITED | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS | 0 | UK | AIR | ||||
| NATIONAL CENTER ON FAMILY HOMELESSNESS | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 222882452 | SEE SCHEDULE R, PART VII | MA | 501(C)(3) | LINE 7 | 0 | AIR | |
| EDUCATION SECTOR | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 161714740 | SEE SCHEDULE R, PART VII | MD | 501(C)(3) | LINE 7 | 0 | AIR | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE MEASURES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 ROCKVILLE PIKE 400 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452671930 | EIN |
| Primary Activities | SEE SCHEDULE R, PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR HOLDING COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522205344 | EIN |
| Primary Activities | EDUCATIONAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | ||
| P | $6,918,433 | FMV |
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | ||
| R | $2,747,359 | FMV |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART I, LINE 1, COLUMN B | NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY - TO PROVIDE EDUCATIONAL RESEARCH AND DEVELOPMENT SERVICES TO SCHOOLS, DISTRICTS, OTHER EDUCATIONAL ORGANIZATIONS, AND STATES. |
| SCHEDULE R, PART I, LINE 2, COLUMN B | COMPENSATION INNOVATIONS IN EDUCATIONS, LLC - TO PROVIDE SCHOOLS, DISTRICTS AND STATES WITH SUPPORT TO DESIGN AND IMPLEMENT HIGH-QUALITY ALTERNATIVE COMPENSATION SYSTEMS TO IMPROVE TEACHER QUALITY FOR ALL STUDENTS. |
| SCHEDULE R, PART II, COLUMN B | NATIONAL CENTER ON FAMILY HOMELESSNESS - RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. |
| SCHEDULE R, PART II, COLUMN B | EDUCATION SECTOR - EDUCATION SECTOR PROMOTES CHANGES IN POLICY AND PRACTICE THAT LEAD TO IMPROVED STUDENT OPPORTUNITIES AND OUTCOMES. |
| SCHEDULE R, PART III, COLUMN B | COLLEGE MEASURES, LLC - TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS FOR STUDENTS, PARENTS, AND POLICY MAKERS. |