2026-02-13T10:50:24-06:00 2025-03-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990 2024-04-01 232719985 ACCESSLEX INSTITUTE ACCE 4846533300 10 NORTH HIGH STREET STE 400 WEST CHESTER PA 19380 CHRISTOPHER CHAPMAN PRESIDENT & CEO 4846533300 2026-02-13 1 0 ALYCIA SOLECKI P01272637 2155614200 2024 2025-03-06 01:10:19Z CHRISTOPHER CHAPMAN 10 NORTH HIGH STREET STE 400 WEST CHESTER PA 19380 167365470 0 X WWW. ACCESSLEX.ORG X 1993 DE SEE SCHEDULE O 13 12 137 12 88389 0 0 0 79199718 57253020 12875427 13470283 3815737 1339895 95890882 72063198 2459154 2719087 0 0 13975562 14452110 0 0 0 85408058 66075768 101842774 83246965 -5951892 -11183767 1785535287 1569435529 836853156 570676631 948682131 998758898 X SEE SCHEDULE O 0 0 60391507 57200777 SEE SCHEDULE O 14058951 2719087 SEE SCHEDULE O 74450458 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 288 0 1 137 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 13 12 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER CHAPMAN 4846533300 10 NORTH HIGHT STREET STE 400 WEST CHESTER PA 19380 CHRISTOPHER P CHAPMAN PRESIDENT & CEO 37.50 17.50 X X 718790 308054 139751 ROBERT K RASMUSSEN BOARD CHAIR 6.00 0.00 X X 0 0 0 MARY CROSSLEY BOARD VICE CHAIR 6.00 0.00 X X 0 0 0 DAVID BRENNEN BOARD SEC/TREASURER 6.00 0.00 X X 0 0 0 NEEL CHATTERJEE BOARD MEMBER 6.00 0.00 X 0 0 0 DANIELLE M CONWAY BOARD MEMBER 6.00 0.00 X 0 0 0 MARK C DAWKINS BOARD MEMBER 6.00 0.00 X 0 0 0 VILAS DHAR BOARD MEMBER 6.00 0.00 X 0 0 0 CHRIS GUTHRIE BOARD MEMBER 6.00 0.00 X 0 0 0 BRIDGET M MCCORMACK BOARD MEMBER (AS OF 07/2024) 6.00 0.00 X 0 0 0 RENEE MCDONALD HUTCHINS BOARD MEMBER 6.00 0.00 X 0 0 0 MAUREEN A O'ROURKE BOARD MEMBER 6.00 6.00 X 0 0 0 AUSTEN L PARISH BOARD MEMBER 6.00 0.00 X 0 0 0 DEBRA SWARTZ SVP GENERAL COUNSEL & CCO 50.00 5.00 X 423238 0 96340 AARON N TAYLOR SVP, EXEC. DIRECTOR FOR LEGAL ED 50.00 0.00 X 342193 0 58213 CYNTHIA A CASSITY SVP STRATEGIC ENGAGEMENT & HELIX COO 27.50 27.50 X 168927 168927 73016 SAMUEL GREENHALGH JR SVP AND CFO 50.00 5.00 X 296805 0 62445 DAVID J RAMAGE SVP AND CIO 50.00 0.00 X 298560 0 58588 JAMES R CASSITY SVP CORP OPERATIONS AND CIO 50.00 0.00 X 309126 0 44298 VALERIE YOUNG VP HUMAN RESOURCES 50.00 0.00 X 207946 0 56391 TIFFANE COCHRAN VP RESEARCH 50.00 0.00 X 207206 0 28399 EVNEET KHURANA VP, MARKETING & COMMUNICATIONS 50.00 0.00 X 206525 0 15470 JENNIFER SCHOTT VP, CENTER FOR LEGAL EDUCATION & FINANCE 50.00 0.00 X 181186 0 15670 DEBORAH A FABRYKA EXEC ASST./ASST SEC (END 12/2024) 50.00 5.00 X 114190 0 22199 ROBERT J GREENAWALT MANAGING DIR - PORT MGMT 50.00 0.00 X 188855 0 56999 ERICK HNOSKO MANAGING DIR - IT OPERATIONS 50.00 0.00 X 165753 0 51838 JOYCE GLANFIELD MANAGING DIR - ASST CONTROLLER 50.00 0.00 X 172633 0 44432 NANCY CONNEELY MANAGING DIR - POLICY & CLEE ADMIN 50.00 0.00 X 160587 0 51403 PAMELA DUNN MANAGING DIR - DATA & LEARNING SOLUTION` 50.00 0.00 X 171770 0 26927 4334290 476981 902379 41 0 1 0 NELNET INC 121 S 13TH STREET SUITE 201 LINCOLN NE 68508 LOAN SERVICES 1269991 MONTICELLO ASSOCIATES INC 1800 LARIMER STREET SUITE 2100 DENVER CO 80202 INVESTMENT SERVICES 640000 GROW BY THREE 68 HARRISON AVE SUITE 605 75388 BOSTON MA 02111 CONSULTING SERVICES 591884 RUTGERS THE STATE UNIVERSITY 33 KNIGHTSBRIDGE ROAD RM C281 PISCATAWAY NJ 08854 PROGRAM SERVICES 301867 MEDIA WORKS LTD 1425 CLARKVIEW ROAD SUITE 500 BALTIMORE MD 21209 MARKETING SERVICES 283254 14 STUDENT LOAN PROGRAM 522291 57253020 57200777 52243 57253020 10820553 36146 10784407 282573 0 282573 282573 282573 97952002 95302272 2649730 2649730 2649730 MISCELLANEOUS REVENUE 900099 1057322 1057322 1057322 72063198 57200777 88389 14774032 2329122 2329122 389965 389965 3494250 2387990 1106260 7665268 3460172 4205096 772649 473984 298665 1722218 1112563 609655 797725 142465 655260 130473 30053 100420 373417 373417 640000 640000 2948622 2768934 179688 1530913 1490761 40152 128827 74761 54066 1504553 1229198 275355 787687 636945 150742 841011 775848 65163 853640 851032 2608 51085890 51085890 263096 46986 216110 463850 463850 CONSOL. LOAN REBATE 3880530 3880530 PROGRAM MATERIALS 601565 601565 PROVISION OF LOAN LOSS 41694 41694 83246965 74450458 8796507 0 209697 363374 6138076 6237415 132232 131050 741139519 503340521 753819 717600 1249297 448647 784214 800650 373877052 333226156 515855165 621371133 33000000 41000000 113645513 62247630 1785535287 1569435529 46110815 52150703 0 0 786385165 514576825 4357176 3949103 836853156 570676631 X 948682131 998758898 948682131 998758898 1785535287 1569435529 X -11183767 61214167 46367 X 0 1 X 1 0 X 78058670 48019011 65427023 79145440 57200777 327850921 78058670 48019011 65427023 79145440 57200777 327850921 0 0 0 327850921 7538582 9707535 10046161 10681395 11066980 49040653 7538582 9707535 10046161 10681395 11066980 49040653 2169787 84071 64245 3557916 1057322 6933341 87767039 57810617 75537429 93384751 69325079 383824915 0.85420 0.87870 0.12780 0.10800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 2,169,787. 2021 AMOUNT: $ 84,071. 2022 AMOUNT: $ 64,245. 2023 AMOUNT: $ 3,557,916. 2024 AMOUNT: $ 1,057,322. 19923 0 7044 0 26967 0 74423491 0 74450458 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 119837 117611 123840 26967 388255 250000 250000 250000 250000 1000000 1500000 13069 14786 20882 19923 68660 SCHEDULE C, PART II-A DEVELOP, EDUCATE AND SUPPORT LEGISLATION AND REGULATION THAT PROMOTE ACCESS, AFFORDABILITY AND VALUE AS IT RELATES TO LEGAL EDUCATION, AND OPPOSE LEGISLATION AND REGULATION THAT WOULD LESSEN THE SAME. 0 114070 44311 69759 572355 322064 250291 562872 82272 480600 800650 ABSOLUTE RETURN 111981998 F EMERGING MARKETS 56222407 F HEDGED EQUITIES 127606704 F INTERNATION EX. US EQUITIES 119076115 F PRIVATES 121115065 F US SMALL CAP EQUITIES 39871725 F INVESTMENT IN MASTER TRUST BONDS 34109241 F US LARGE CAP EQUITIES 11387878 F 621371133 PAYROLL RELATED LIABILITIES 2122285 LEASE LIABILITY 1826818 3949103 X PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS - FIN 48 (ASC 740) THE COMPANY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES BASED ON A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COMPANY HAS NO UNCERTAIN TAX POSITIONS MEETING THE THRESHOLD. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 310232599 0 0 0 0 0 0 310232599 0 310232599 1 0 1 1 1 0 1 AMERICAN BAR FOUNDATION - EMERGING SCHOLARS FELLOWSHIP PROGRAM IN LEGAL AND 750 NORTH LAKE SHORE DRIVE 4TH FLOOR CHICAGO IL 60611 366110271 501 (C) (3) 22880 0 PROGRAM SUPPORT/RESEARCH INDIANA UNIVERSITY MAURER SCHOOL OF LAW - EVALUATING A PRODUCTIVE MINDSET P 1024 E 3RD STREET ROOM 132 BLOOMINGTON IN 47405 356001673 501 (C) (3) 91438 0 PROGRAM SUPPORT/RESEARCH PENNSYLVANIA STATE UNIVERSITY - ANTIRACIST DEVELOPMENT INITIATIVE FOR LAW S 150 S COLLEGE ST CARLISLE PA 17013 246000376 501 (C) (3) 125000 0 PROGRAM SUPPORT/RESEARCH MCNEESE STATE UNIVERSITY (EASTERN WASHINGTON UNIVERSITY ) PO BOX 92935 LAKE CHARLES LA 70609 726001688 501 (C) (3) 33000 0 PROGRAM SUPPORT/RESEARCH ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - SPONSORSHIP DIRECTED GRANT 1614 20TH STREET NW WASHINGTON DC 20009 941450490 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - RESEARCH DIRECTED GRANT 1614 20TH STREET NW WASHINGTON DC 20009 941450490 501 (C) (3) 75000 0 PROGRAM SUPPORT/RESEARCH ASSOCIATION OF AMERICAN LAW SCHOOLS (AALS) - CHALLENGE DIRECTED GRANT 1614 20TH STREET NW WASHINGTON DC 20009 941450490 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH THE NALP FOUNDATION FOR LAW CAREER RESEARCH AND EDUCATION - US LAW SCHOOL 60 THOREAU STEET 112 CONCORD MA 01742 521976370 501 (C) (3) 9000 0 PROGRAM SUPPORT/RESEARCH THE STATE BAR OF CALIFORNIA - EXAM FEATURES EXPERIMENT 180 HOWARD STREET SAN FRANCISCO CA 94105 946001385 STATE AGENCY 175000 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF SAN FRANCISCO - 2021 B& INTERVENTIONS - ACADEMIC AND BAR SUCC 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501 (C) (3) 7500 0 PROGRAM SUPPORT/RESEARCH ILLINOIS INSTITUTE OF TECHNOLOGY CHICAGO-KENT COLLEGE OF LAW - ONE & DONE 3424 SOUTH STATE STREET TC-4TH FL CHICAGO IL 60616 362170136 501 (C) (3) 50000 0 PROGRAM SUPPORT/RESEARCH WILLAMETTE UNIVERSITY - ASSESSING THE IMPACT OF COHORT STRUCTURE ON FIRST-T 900 STATE STREET SALEM OR 97301 930386972 501 (C) (3) 14944 0 PROGRAM SUPPORT/RESEARCH AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW - AUWCL PLEDGE BAR PREP PROGR 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 530196549 501 (C) (3) 10000 0 PROGRAM SUPPORT/RESEARCH NORTHERN ILLINOIS UNIVERSITY COLLEGE OF LAW - NORTHERN ILLINOIS UNIVERSITY LOWDEN HALL 203 DEKALB IL 60115 366008480 STATE AGENCY 50000 0 PROGRAM SUPPORT/RESEARCH WESTERN NEW ENGLAND UNIVERSITY - THE BEST PROGRAM 1215 WILBRAHAM ROAD SPRINGFIELD MA 01119 042108376 501 (C) (3) 67875 0 PROGRAM SUPPORT/RESEARCH MICHIGAN STATE UNIVERSITY COLLEGE OF LAW - MICHIGAN STATE UNIVERSITY COLLEG 426 AUDITORIUM ROAD EAST LANSING MI 48824 381358000 501 (C) (3) 70000 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF UTAH SJ QUINNEY COLLEGE OF LAW - THE LAW AS INFLUENCE LAW 201 S PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 501 (C) (3) 75000 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF MIAMI - THE RELATIONSHIP BETWEEN CURRICULUM SELECTIONS AND BA PO BOX 405803 ATLANTA GA 30384 590624458 501 (C) (3) 92500 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF ARIZONA LAW SCHOOL - JD-NEXT GRANT AGR (LAW COLLEGE ASSOCIATI 1201 EAST SPEEDWAY BLVD TUCSON AZ 85721 866037148 501 (C) (3) 70000 0 PROGRAM SUPPORT/RESEARCH AMERICAN BAR FOUNDATION - EMERGING SCHOLARS FELLOWSHIP PROGRAM IN LEGAL AND 750 NORTH LAKE SHORE DRIVE 4TH FLOOR CHICAGO IL 60611 366110271 501 (C) (3) 150000 0 PROGRAM SUPPORT/RESEARCH NATIONAL CENTER FOR STATE COURTS - COMMITTEE ON LEGAL EDUCATION AND ADMISSI 300 NEWPORT AVENUE WILLIAMSBURG VA 23185 520914250 501 (C) (3) 70000 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF ARKANSAS - SPPARK GRANT AGR PO BOX 1404 FAYETTEVILLE AR 72702 716003252 STATE AGENCY 160000 0 PROGRAM SUPPORT/RESEARCH TRUSTEES OF INDIANA UNIVERSITY - PLEDGE PROJECT 400 E 7TH STREET POPLARS 501 BLOOMINGTON IN 47405 356001673 501 (C) (3) 10000 0 PROGRAM SUPPORT/RESEARCH SAINT LOUIS UNIVERSITY SCHOOL OF LAW - 2023 SLU LAW FIRST GENERATION FIRST 3545 LINDELL BLVD ST LOUIS MO 63103 430654872 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH ALBANY LAW SCHOOL - BAR SUCCESS PROGRAM PROJECT 80 NEW SCOTLAND AVENUE ALBANY NY 12208 141338309 501 (C) (3) 10000 0 PROGRAM SUPPORT/RESEARCH CITY UNIVERSITY OF NEW YORK (CUNY) SCHOOL OF LAW - CUNY LAW PIPELINE TO JUS 2 COURT SQUARE SUITE 4-109 LONG ISLAND CITY NY 11101 133893536 CITY AGENCY 49868 0 PROGRAM SUPPORT/RESEARCH THE LAW COLLEGE ASSOCIATION OF THE UNIVERSITY OF ARIZONA (LCA) ON BEHALF OF 1201 EAST SPEEDWAY BLVD TUCSON AZ 85721 866037148 501 (C) (3) 75000 0 PROGRAM SUPPORT/RESEARCH UNIVERSITY OF SAN DIEGO - BAR EXAM STUDY STIPEND PROGRAM PROJECT 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH ASSOCIATION OF LAW SCHOOL DIVERSITY PROFESSIONALS - THIS GRANT WOULD SUPPOR 8 THE GREEN SUITE 13781 DOVER DE 19901 921815040 501 (C) (3) 115000 0 PROGRAM SUPPORT/RESEARCH NATIONAL CENTER FOR CIVIC INNOVATION INC - ENHANCING THE EA'S PRODUCTIVE M 121 AVENUE OF THE AMERICAS 6TH FLOOR NEW YORK NY 10013 020590588 501 (C) (3) 100000 0 PROGRAM SUPPORT/RESEARCH NEW YORK LAW SCHOOL - EMPIRICAL STUDY OF USE OF STUDENTS' PRIOR KNOWLEDGE & 185 WEST BROADWAY NEW YORK NY 10013 135645885 501 (C) (3) 150000 0 PROGRAM SUPPORT/RESEARCH REGENTS OF UNIVERSITY OF COLORADO - PRELAW PATHWAY PARTNERSHIP 1800 GRANT STREET SUITE 200 DENVER CO 80203 846000555 501 (C) (3) 100000 0 PROGRAM SUPPORT/RESEARCH AASE 2024 - DUQUESNE UNIVERSITY THOMAS R KLINE SCHOOL OF LAW 228 PARK AVE S PMB 95306 NEW YORK NY 10003 463407646 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH BOWIE STATE UNIVERSITY FOUNDATION INC - PRELAW SOCIETY PRELAW PATHWAY INIT 14000 JERICHO PARK ROAD BOWIE MD 20715 520952758 501 (C) (3) 75000 0 PROGRAM SUPPORT/RESEARCH WAYNE STATE UNIVERSITY - PLEDGE FELLOWSHIP GRANT AGR - 2023 PLEDGE PROJECT 5700 CASS AVENUE SUITE 4100 AAB DETRIOT MI 48202 386028429 501 (C) (3) 25000 0 PROGRAM SUPPORT/RESEARCH LOYOLA UNIVERSITY - 2024 PLEDGE PROJECT 4501 NORTH CHARLES STREET BALTIMORE MD 21210 520591623 501 (C) (3) 8000 0 PROGRAM SUPPORT/RESEARCH THOMAS M COOLEY LAW SCHOOL - 2024 PLEDGE PROJECT 300 S CAPITOL AVE LANSING MI 48933 381988915 501 (C) (3) 10750 0 PROGRAM SUPPORT/RESEARCH AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW & CO-PARTICIPANT GEORGETOWN U 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 530196549 501 (C) (3) 10000 0 PROGRAM SUPPORT/RESEARCH 38 0 MAX SCHOLARSHIPS 12 60000 SCHOLARSHIP - UNIVERSITY OF MINNESOTA 1 25000 SCHOLARSHIP - UNIVERSITY OF ST. THOMAS 1 25000 SCHOLARSHIP - TEXAS TECH UNIVERSITY 1 44766 SCHOLARSHIP - UNIVERSITY OF DAYTON 1 25000 SCHOLARSHIP - UCLA SCHOOL OF LAW 1 25000 SCHOLARSHIP - ROGER WILLIAMS UNIVERSITY SCHOOL OF LAW 1 40000 SCHOLARSHIP - UNIVERSITY OF OREGON 1 25000 SCHOLARSHIP - ELON UNIVERSITY 1 15199 SCHOLARSHIP - STETSON UNIVERSITY 1 40000 SCHOLARSHIP - LEWIS & CLARK COLLEGE 1 25000 SCHOLARSHIP - LOYOLA 1 40000 PART I, LINE 2: GRANT APPLICANTS ARE REQUIRED TO SUBMIT APPLICATIONS/PROPOSALS AND PROPOSED BUDGETS FOR THE USE OF THE FUNDS TO THE ORGANIZATION. PROPOSALS AND BUDGETS ARE REVIEWED BY STAFF INTERNALLY TO ASSESS THEIR ALIGNMENT WITH THE ORGANIZATION'S PRIORITIES OF FURTHERING LAW SCHOOL ACCESS, AFFORDABILITY AND VALUE. DETAILED GUIDELINES FOR THE GRANT PROGRAMS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE SELECTED APPLICANTS MUST ENTER INTO A CONTRACT WITH THE ORGANIZATION THAT DETAILS THE GRANT DELIVERABLES, REPORTING AND PAYMENT SCHEDULES. GRANTEES MUST PROVIDE NARRATIVE AND BUDGET PROGRESS REPORTS IN ACCORDANCE WITH THEIR GRANT AGREEMENTS; SUBSEQUENT PAYMENTS ARE CONTINGENT UPON SATISFACTORY PROGRESS BEING MADE ON THE GRANT. THE ACCESSLEX INSTITUTE BOARD OF DIRECTORS RECEIVES QUARTERLY REPORTS ON ALL GRANT FUNDING DECISIONS. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 CHRISTOPHER P CHAPMAN PRESIDENT & CEO 507245 217391 102155 43781 109390 46882 70377 30161 27449 11764 816616 349979 71773 30760 DEBRA SWARTZ SVP GENERAL COUNSEL & CCO 295523 0 44400 0 83315 0 70082 0 26258 0 519578 0 57330 0 CYNTHIA A CASSITY SVP STRATEGIC ENGAGEMENT & HELIX COO 134246 134246 21975 21975 12706 12706 29349 29349 7159 7159 205435 205435 0 0 AARON N TAYLOR SVP, EXEC. DIRECTOR FOR LEGAL ED 274402 0 43950 0 23841 0 45394 0 12819 0 400406 0 0 0 SAMUEL GREENHALGH JR SVP AND CFO 257844 0 38400 0 561 0 21532 0 40913 0 359250 0 0 0 DAVID J RAMAGE SVP AND CIO 249588 0 37650 0 11322 0 20665 0 37923 0 357148 0 0 0 JAMES R CASSITY SVP CORP OPERATIONS AND CIO 260916 0 38400 0 9810 0 21240 0 23058 0 353424 0 0 0 VALERIE YOUNG VP HUMAN RESOURCES 179022 0 18500 0 10424 0 15268 0 41123 0 264337 0 0 0 ROBERT J GREENAWALT MANAGING DIR - PORT MGMT 186533 0 0 0 2322 0 15876 0 41123 0 245854 0 0 0 TIFFANE COCHRAN VP RESEARCH 188116 0 18550 0 540 0 15220 0 13179 0 235605 0 0 0 EVNEET KHURANA VP, MARKETING & COMMUNICATIONS 187515 0 18200 0 810 0 14969 0 501 0 221995 0 0 0 ERICK HNOSKO MANAGING DIR - IT OPERATIONS 165213 0 0 0 540 0 13915 0 37923 0 217591 0 0 0 JOYCE GLANFIELD MANAGING DIR - ASST CONTROLLER 169069 0 0 0 3564 0 14115 0 30317 0 217065 0 0 0 NANCY CONNEELY MANAGING DIR - POLICY & CLEE ADMIN 159781 0 0 0 806 0 13480 0 37923 0 211990 0 0 0 PAMELA DUNN MANAGING DIR - DATA & LEARNING SOLUT 170528 0 0 0 1242 0 13808 0 13119 0 198697 0 0 0 JENNIFER SCHOTT VP, CENTER FOR LEGAL EDUCATION & FIN 180376 0 0 0 810 0 14442 0 1228 0 196856 0 0 0 PART I, LINE 1A THE ORGANIZATION WILL REIMBURSE MEMBERSHIP FEES TO HEALTH CLUBS FOR ALL EMPLOYEES UP TO A MAXIMUM OF $400 PER YEAR FOR ANY EMPLOYEE WHO PROVIDES SUFFICIENT SUBSTANTIATION AS REQUIRED UNDER THE ORGANIZATION'S POLICY RELATED THERETO. PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CHRISTOPHER CHAPMAN : $72,938 DEBRA SWARTZ : $45,818 CYNTHIA CASSITY : $35,085 AARON TAYLOR : $21,429 THE ORGANIZATION SPONSORS A NONQUALIFIED, SUPPLEMENTAL RETIREMENT PLAN DESCRIBED IN 457(F) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO CERTAIN, ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS UNFUNDED AND THE ASSETS REMAIN SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE PRIOR TO VESTING AND DISTRIBUTION TO A PARTICIPANT PURSUANT TO THE TERMS AND CONDITIONS OF THE PLAN. FOR THIS REPORTING PERIOD, CHRISTOPHER CHAPMAN, DEBRA SWARTZ, CYNTHIA CASSITY AND AARON TAYLOR WERE EACH ELIGIBLE TO RECEIVE A CONTRIBUTION CREDIT. PART I, LINE 7 THE ORGANIZATION'S CORPORATE EMPLOYEE INCENTIVE PROGRAM (C-EIP) SEEKS (1) TO EMPHASIZE CERTAIN NEAR-TO-MEDIUM TERM ACTIVITIES THAT FURTHER THE COMPANY'S LONG-TERM MISSION, GOALS AND OBJECTIVES; AND (2) TO REWARD EMPLOYEES FOR ATTAINING CERTAIN PERFORMANCE LEVELS RELATING THERETO. ON AN ANNUAL BASIS, EACH ELIGIBLE EMPLOYEE MAY BE AWARDED A CASH PAYMENT, SUBJECT TO THE TERMS AND CONDITIONS OF THE C-EIP, INCLUDING APPROVAL BY THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF DIRECTORS. ANY SUCH PAYMENT WILL BE DISBURSED AFTER ALL REQUIRED APPROVALS AND AFTER SUCH DATE AS MAY BE DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS OR CHIEF EXECUTIVE OFFICER, AS MAY BE APPROPRIATE; HOWEVER, SUCH PAYMENTS TRADITIONALLY HAVE BEEN DISBURSED WITHIN 120 DAYS OF THE FINAL DAY OF THE APPLICABLE FISCAL YEAR. C-EIP PAYMENTS ARE DISBURSED PURSUANT TO THE ORGANIZATION'S PAYROLL PROCEDURES AND ARE SUBJECT TO ALL APPLICABLE WITHHOLDING TAXES AND OTHER REQUIRED OR OTHERWISE AUTHORIZED WITHHOLDING, IF ANY. PART II, (F): CURRENT YEAR DISCLOSURE OF COMPENSATION REPORTED AS DEFERRED ON PRIOR FORMS 990 REPRESENTS NON-CASH AMOUNTS INCLUDED WITHIN THE CURRENT YEAR COMPENSATION TOTALS THAT HAVE VESTED AND BEEN PREVIOUSLY REPORTED, BUT NOT PAID, ON THE FORMS 990 PREPARED AND FILED FOR PRIOR FISCAL YEARS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PLEASE REFER TO THE BELOW DISCLOSURE FOR PART III, LINE 1 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ACCESSLEX INSTITUTE IS AN ORGANIZATION UNDERPINNED BY A MEMBERSHIP COMPRISED OF APPROXIMATELY 200 AMERICAN BAR ASSOCIATION (ABA)-APPROVED NONPROFIT AND STATE-AFFILIATED LAW SCHOOLS AND IS DEDICATED TO IMPROVED EDUCATIONAL ACCESS FOR DIVERSE AND UNDERREPRESENTED STUDENTS, INCREASED AFFORDABILITY, AND ENHANCED AND LASTING VALUE IN LEGAL EDUCATION. THIS COMMITMENT IS ACTUALIZED THROUGH OUR RESEARCH, GRANTMAKING, POLICY ANALYSIS AND ADVOCACY, AND EDUCATIONAL SERVICES ACTIVITIES. THROUGHOUT ITS HISTORY, ACCESSLEX INSTITUTE HAS CONTINUALLY EVOLVED TO MEET THE EVER-CHANGING CHALLENGES AND NEEDS OF THE STUDENTS AND INSTITUTIONS OF HIGHER EDUCATION THAT WE SERVE. AS A STRONG AND LEADING VOICE IN EACH OF OUR FOCUS AREAS, WE ARE DRIVEN BY STRATEGIC INITIATIVES AND EXPANDED PROGRAMS DESIGNED TO MAINTAIN THE VIBRANCY AND DYNAMISM OF OUR MISSION. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: THE ORGANIZATION SUPPORTS ITS STUDENT LOAN BORROWERS BY FACILITATING TIMELY REPAYMENT THROUGH INTEREST RATE REDUCTION INCENTIVES AND PROVIDING QUALITY CUSTOMER SERVICE, COUNSELING, ISSUE RESOLUTION, DEFAULT AVERSION AND POST DEFAULT MANAGEMENT. THE ORGANIZATION ALSO WORKS TO ENSURE THAT ITS STUDENT LOAN BORROWERS ARE PROVIDED WITH QUALITY AND EFFICIENT SERVICE THROUGHOUT THE DURATION OF THE REPAYMENT PERIOD. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: THE ORGANIZATION CONDUCTS AND SPONSORS RESEARCH, POLICY ANALYSIS, SERVICES AND PROJECTS THAT SEEK TO FURTHER ITS STRATEGIC PLAN TO ENHANCE ACCESS, AFFORDABILITY AND VALUE OF LEGAL EDUCATION. THE STRATEGIC PLAN ENUMERATES FOUR PRIMARY AREAS OF FOCUS TO ADVANCE THE ORGANIZATION'S MISSION: BAR EXAM SUCCESS: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, EDUCATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND THEIR STUDENTS IN IMPROVING BAR EXAM PREPARATION, READINESS AND ULTIMATE BAR PASSAGE SUCCESS. DIVERSITY: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND ASPIRING LAW STUDENTS FROM HISTORICALLY UNDERREPRESENTED RACIAL AND SOCIOECONOMIC BACKGROUNDS WITH INCREASING THE DIVERSITY OF LAW SCHOOLS' ADMITTED STUDENTS, MATRICULANTS, AND GRADUATES, WHILE ALSO SUPPORTING INCLUSION AND SUCCESS INITIATIVES. ACTIONABLE DATA: SUPPORTS EFFORTS TO ENCOURAGE THE COLLECTION, AGGREGATION AND SHARING OF RELEVANT DATA BY AND AMONG THOSE ENTITIES WHICH POSSESS DATA THAT CAN ADVANCE THE ORGANIZATION'S MISSION-BASED OBJECTIVES BY PROVIDING A MORE DATA-INFORMED BASIS FOR CRITICAL DECISION MAKING BY LAW SCHOOLS, LAW STUDENTS AND ASPIRING LAW STUDENTS. FINANCIAL EDUCATION: SUPPORTS DEVELOPMENT AND DISTRIBUTION OF INFORMATION, DATA, INTERVENTIONS AND PROGRAMS TO ASSIST THE ORGANIZATION'S MEMBER LAW SCHOOLS AND ASPIRING LAW STUDENTS WITH BRIDGING EXISTING FINANCIAL LITERACY GAPS AND INCREASING FINANCIAL CAPABILITY AND SUCCESS. FORM 990, PART VI, SECTION A, LINE 2 FAMILY OR BUSINESS RELATIONSHIPS CYNTHIA CASSITY AND JAMES CASSITY HAVE A SPOUSAL RELATIONSHIP AND BOTH SERVE AS OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS ACCESSLEX INSTITUTE IS A DELAWARE NONPROFIT, NON-STOCK CORPORATION. IT IS A MEMBERSHIP ORGANIZATION WHOSE MEMBERS, AS MORE SPECIFICALLY DEFINED IN ITS BYLAWS, ARE STATE-OPERATED OR OTHERWISE FEDERALLY TAX-EXEMPT LAW SCHOOLS LOCATED IN THE UNITED STATES THAT ARE APPROVED BY THE COUNCIL ON LEGAL EDUCATION AND ADMISSIONS TO THE BAR OF THE AMERICAN BAR ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS WHO MAY ELECT PURSUANT TO THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS MAY CONSIST OF NOT MORE THAN THIRTEEN DIRECTORS. THE MEMBERS ELECT THE MINIMUM NUMBER OF DIRECTORS NECESSARY TO CONSTITUTE A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS (THE "CLASS A DIRECTORS") THEN AUTHORIZED. THE REMAINING DIRECTORS (THE "CLASS B DIRECTORS") ARE ELECTED BY THE CLASS A DIRECTORS THEN SERVING. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL THE ORGANIZATION'S BYLAWS PROVIDE THAT THE MEMBERS MUST APPROVE THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS: THE REVOCATION, REPEAL, AMENDMENT, OR MODIFICATION OF CERTAIN PROVISIONS OF THE BYLAWS AND THE REVOCATION, REPEAL, AMENDMENT OR MODIFICATION OF ARTICLE X OF THE ORGANIZATION'S CERTIFICATE OF INCORPORATION, REGARDING DISTRIBUTIONS UPON LIQUIDATION OF THE ORGANIZATION. THE DELAWARE GENERAL CORPORATION LAW ALSO PROVIDES THAT CERTAIN ACTIONS BY THE BOARD OF DIRECTORS BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THIS IRS FORM 990 WAS PREPARED BY THE ORGANIZATION'S MANAGEMENT, IN CONSULTATION WITH THE ORGANIZATION'S EXTERNAL TAX ACCOUNTANTS AND ATTORNEYS. PURSUANT TO THE PROVISIONS OF ITS CHARTER, THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED A DRAFT OF THIS FORM 990 AT A MEETING PRIOR TO FILING. A COMPLETE COPY OF THIS FORM 990, INCLUDING ALL REQUIRED SCHEDULES, WAS MADE AVAILABLE TO EACH OF THE ORGANIZATION'S DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH INTERESTED PERSON (DEFINED AS THE ORGANIZATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEES) TO DISCLOSE ANY FINANCIAL INTEREST (CERTAIN OWNERSHIP INTEREST OR COMPENSATION ARRANGEMENTS) THEY MAY HAVE IN CONNECTION WITH A PROPOSED TRANSACTION BETWEEN THE ORGANIZATION AND A THIRD PARTY. THE BOARD OF DIRECTORS WILL DETERMINE IF SUCH FINANCIAL INTEREST CONSTITUTES A CONFLICT OF INTEREST AND WILL EMPLOY THE POLICY'S PROCEDURES FOR ADDRESSING ANY SUCH CONFLICT. ALL INTERESTED PERSONS PROVIDE A WRITTEN CERTIFICATION ANNUALLY AFFIRMING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH IT, AND LISTING ANY CONFLICTS, BUSINESS RELATIONSHIPS OR FAMILY RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. THE AUDIT COMMITTEE OF THE BOARD CONSIDERS ALL DISCLOSED ISSUES AND MANAGEMENT MONITORS AND REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT AND CEO THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE ORGANIZATION IS DELEGATED BY THE BOARD OF DIRECTORS TO ITS COMPENSATION AND BENEFITS COMMITTEE, WITH SUCH COMMITTEE COMPRISED OF OUTSIDE, INDEPENDENT DIRECTORS. IT IS THE PRACTICE OF THE COMPENSATION AND BENEFITS COMMITTEE TO REVIEW THE PERFORMANCE OF THE ORGANIZATION'S PRESIDENT AND CEO PERIODICALLY (GENERALLY ON AN ANNUAL BASIS) AND TO PERIODICALLY ENGAGE A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE POSITION. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE COMPENSATION AND BENEFITS COMMITTEE REVIEWS THE INFORMATION FROM ITS COMPENSATION CONSULTANT AND ANY OTHER RELEVANT INFORMATION, DISCUSSES SUCH INFORMATION OUTSIDE OF THE PRESENCE OF THE PRESIDENT AND CEO, AND AUTHORIZES, ON THE RECORD, ANY CHANGES TO SUCH OFFICER'S COMPENSATION. PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICERS THE PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OF THE ORGANIZATION GENERALLY FOLLOWS THE PROCESS USED FOR ALL EMPLOYEES, EXCEPT FOR THE CEO AS DESCRIBED IN THE ANSWER TO PART VI, LINE 15B HEREIN. GENERALLY, THE CEO, OR SUCH OTHER PERSON AS MAY BE APPROPRIATE BASED ON MANAGEMENT REPORTING LINES AND OTHER RELEVANT FACTORS, CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL OTHER OFFICERS AND KEY EMPLOYEES, AND COMMUNICATES THE RESULTS OF SUCH REVIEW TO THE REVIEWED OFFICER OR KEY EMPLOYEE. IN ADDITION, THE ORGANIZATION PERIODICALLY ENGAGES A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH A MARKET COMPENSATION RANGE FOR THE APPLICABLE POSITIONS. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE CEO, GENERALLY IN CONSULTATION WITH THE HUMAN RESOURCES DIVISION, APPROVES THE ESTABLISHMENT OF COMPENSATION LEVELS FOR OFFICERS OR KEY EMPLOYEES AS FOLLOWS: (1)DIRECTLY FOR DIRECT REPORTS TO THE CEO, (2) IN CONSULTATION WITH APPLICABLE OFFICERS, FOR OFFICERS AND KEY EMPLOYEES WHO DO NOT DIRECTLY REPORT TO THE CEO, EXCEPT THAT ANY CHANGES TO THE COMPENSATION OF THE FOLLOWING OFFICERS OR KEY EMPLOYEES, IDENTIFIED AS DISQUALIFIED PERSONS AS DEFINED BY THE IRS, ARE SUBJECT TO THE APPROVAL OF THE COMPENSATION AND BENEFIT COMMITTEE; SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER (AS TOP FINANCIAL EXECUTIVE), SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (AS TOP INTERNAL AUDIT EXECUTIVE), SENIOR VICE PRESIDENT OF STRATEGIC ENGAGEMENT AND THE SENIOR VICE PRESIDENT AND EXECUTIVE DIRECTOR OF THE CENTER FOR LEGAL EDUCATION. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND TO THE EXTENT THEY ARE REQUIRED BY LAW. FORM 990, PART XI, LINE 9: REFUND OF GRANTS PAID 46,367. 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