LEARNING POINT ASSOCIATES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING POINT ASSOCIATES (EIN 37-1161423)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349306143
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:17:43-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521186096 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO & MCGEEHIN CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371161423 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING POINT ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEAR | NameControl |
| Phone | 2024035000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIJO AHLGRIMM | Name |
| Title | TREASURER | Title |
| Phone | 2024035000 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA A O'MALLEY CPA | Name |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID MYERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 24089368 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEARNINGPT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18819381 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 24032888 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11433146 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9124 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 72 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35906 | OtherRevenuePriorYear |
| Other Revenue Current Year | -10388 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30288505 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24031624 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14548765 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14073148 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 351368 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15878184 | OtherExpensePriorYear |
| Other Expenses Current Year | 11954211 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30426949 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26027359 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -138444 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1995735 | RevenuesLessExpensesCY |
| Total Assets BOY | 10389692 | TotalAssetsBOY |
| Total Assets EOY | 7115526 | TotalAssetsEOY |
| Total Liabilities BOY | 3274125 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1995694 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7115567 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5119832 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3945742 | Expense |
| Description | REGIONAL EDUCATIONAL LABORATORY - REGIONAL EDUCATIONAL LABORATORY (REL) MIDWEST AT LEARNING POINT ASSOCIATES CONDUCTS SHORT-TERM APPLIED RESEARCH AND DEVELOPMENT PROJECTS AND LONG-TERM RESEARCH STUDIES BASED ON REGIONAL NEEDS. REL MIDWEST ALSO HOLDS EVENTS DESIGNED TO HELP ENSURE THAT RESEARCH FUNDED BY THE US DEPARTMENT OF EDUCATION'S INSTITUTE OF EDUCATION SCIENCES (IES) GETS TO THE FIELD AND THAT PRACTITIONERS AND POLICYMAKERS HAVE THE OPPORTUNITY TO DEEPEN THEIR UNDERSTANDING OF EVIDENCE-BASED RESEARCH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3095907 | Expense |
| Description | GREAT LAKES EAST - THE GREAT LAKES EAST COMPREHENSIVE CENTER, A FIVE-YEAR CONTRACT FUNDED BY THE US DEPARTMENT OF EDUCATION SERVING THE STATES OF INDIANA, MICHIGAN, AND OHIO, WORKS CLOSELY WITH OTHER TECHNICAL ASSISTANCE PROVIDERS, REGIONAL COMPREHENSIVE CENTERS, NATIONAL CONTENT CENTERS, AND REGIONAL EDUCATIONAL LABORATORIES. GREAT LAKES EAST FOCUSES TECHNICAL ASSISTANCE AND SUPPORT TO ADDRESS TOPICS IDENTIFIED BY AND TAILORED TO THE NEEDS OF EACH INDIVIDUAL STATE DEPARTMENT OF EDUCATION AND THE PRIORITIES OF THE US DEPARTMENT OF EDUCATION RELATED TO NO CHILD LEFT BEHIND (NCLB) IMPLEMENTATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2318408 | Expense |
| Description | GREAT LAKES WEST - THE GREAT LAKES WEST COMPREHENSIVE CENTER, A FIVE-YEAR CONTRACT FUNDED BY THE US DEPARTMENT OF EDUCATION SERVING THE STATES OF ILLINOIS AND WISCONSIN WORKS CLOSELY WITH OTHER TECHNICAL ASSISTANCE PROVIDERS, REGIONAL COMPREHENSIVE CENTERS, NATIONAL CONTENT CENTERS, AND REGIONAL EDUCATIONAL LABORATORIES. GREAT LAKES WEST FOCUSES TECHNICAL ASSISTANCE AND SUPPORT TO ADDRESS TOPICS IDENTIFIED BY AND TAILORED TO THE NEEDS OF EACH INDIVIDUAL STATE DEPARTMENT OF EDUCATION AND THE PRIORITIES OF THE US DEPARTMENT OF EDUCATION RELATED TO NO CHILD LEFT BEHIND (NCLB) IMPLEMENTATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13118587 | Expense |
| Revenue | 9124 | Revenue |
| Description | RESEARCH AND INFORMATION DISSEMINATION - CONDUCT RESEARCH AND DISSEMINATE INFORMATION REGARDING INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 13118587 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 9124 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22478644 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIJO AHLGRIMM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024035000 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| EDWARD HAMBURG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 26250 | 0 | |||
| DAVID MYERS | ||||||||
| BOARD PRESIDENT | 4.00 | X | 57379 | 566304 | 161453 | X | ||
| GINA E BURKHARDT | ||||||||
| CHIEF EXECUTIVE OFFICER | 4.00 | 37508 | 370187 | 83943 | X | |||
| MARIJO AHLGRIMM | ||||||||
| TREASURER | 4.00 | 35938 | 354688 | 37089 | X | |||
| DONA KILPATRICK | ||||||||
| SECRETARY | 4.00 | 18698 | 184546 | 33999 | X | |||
| SOL PELAVIN | ||||||||
| BOARD MEMBER/PRESIDENT OF AIR | 4.00 | 136492 | 1347121 | 16590 | X | |||
| JON COHEN | ||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | 4.00 | 70247 | 525064 | 239337 | X | |||
| MICHAEL KANE | ||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | 4.00 | 198543 | 1959538 | 75012 | X | |||
| STEPHEN KROMER | ||||||||
| VICE PRESIDENT OF AIR | 4.00 | 57065 | 426538 | 84141 | X | |||
| DIANE PELAVIN | ||||||||
| EXECUTIVE VICE PRESIDENT OF AIR | 4.00 | 44206 | 436298 | 12723 | X | |||
| ANDREW LIAKOPOULOS | ||||||||
| FORMER BOARD MEMBER | 0.00 | 0 | 21250 | 0 | X | |||
| ROBERT DAVIS | ||||||||
| FINANCE DIRECTOR | 4.00 | 15588 | 153846 | 52138 | X | |||
| MATTHEW DAWSON | ||||||||
| MANAGING RESEARCHER | 27.00 | 135731 | 63230 | 34107 | X | |||
| LAWRENCE FRIEDMAN | ||||||||
| MANAGING RESEARCHER | 12.00 | 55979 | 137116 | 63460 | X | |||
| SUSAN HOPKINS | ||||||||
| DIRECTOR, LEARNING/DEVELOPMENT | 4.00 | 16375 | 161618 | 34678 | X | |||
| JESSICA JOHNSON | ||||||||
| MANAGING RESEARCHER | 3.00 | 17040 | 181326 | 10802 | X | |||
| ROBERT STONEHILL | ||||||||
| MANAGING RESEARCHER | 25.00 | 115626 | 66319 | 18499 | X | |||
| SABRINA LAINE | ||||||||
| VICE PRESIDENT | 21.00 | 144344 | 124503 | 44198 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1156759 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7105742 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1002169 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NAT'L ASSN OF CHARTER SCHOOL AUTHORIZERS | |||||
| 105 WEST ADAMS ST 3500 | CHICAGO | IL | 60603 | SEE SCHEDULE O | 449970 |
| NAT'L ALLIANCE FOR PUBLIC CHARTER SCHOOL | |||||
| 1101 15TH ST NW 1010 | WASH | DC | 20005 | SEE SCHEDULE O | 359926 |
| GRUNWALD ASSOCIATES LLC | |||||
| 8307 STILL SPRING COURT | BETHESDA | MD | 20817 | SEE SCHEDULE O | 322401 |
| VANDERBILT UNIVERSITY | |||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | SEE SCHEDULE O | 312694 |
| FORUM ONE COMMUNICATIONS | |||||
| 2200 MOUNT VERNON AVENUE | ALEXANDRIA | VA | 22301 | SEE SCHEDULE O | 294750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 18 | NumberOfContractorsGT100K |
| Government Grants | 22592759 | GovernmentGrants |
| All Other Contributions | 1440129 | AllOtherContributions |
| Total Contributions | 24032888 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS PROGRAMS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9124 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9124 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9124 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47356 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 57744 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -10388 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10388 | TotalRevenueColumn |
| Exclusion | -$10,388 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24031624 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9124 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$10,388 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178639 | Total |
| Management And General | 178639 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11135353 | Total |
| Program Services | 9834869 | ProgramServices |
| Management And General | 1086123 | ManagementAndGeneral |
| Fundraising | 214361 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913403 | Total |
| Program Services | 822085 | ProgramServices |
| Management And General | 73425 | ManagementAndGeneral |
| Fundraising | 17893 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1088975 | Total |
| Program Services | 959412 | ProgramServices |
| Management And General | 108739 | ManagementAndGeneral |
| Fundraising | 20824 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756778 | Total |
| Program Services | 666119 | ProgramServices |
| Management And General | 76180 | ManagementAndGeneral |
| Fundraising | 14479 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62924 | Total |
| Management And General | 62924 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40277 | Total |
| Management And General | 40277 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5917103 | Total |
| Program Services | 5647962 | ProgramServices |
| Management And General | 249243 | ManagementAndGeneral |
| Fundraising | 19898 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1154111 | Total |
| Program Services | 1013197 | ProgramServices |
| Management And General | 127352 | ManagementAndGeneral |
| Fundraising | 13562 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178512 | Total |
| Program Services | 159315 | ProgramServices |
| Management And General | 16286 | ManagementAndGeneral |
| Fundraising | 2911 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1565081 | Total |
| Program Services | 1299964 | ProgramServices |
| Management And General | 238289 | ManagementAndGeneral |
| Fundraising | 26828 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1175477 | Total |
| Program Services | 1116303 | ProgramServices |
| Management And General | 46737 | ManagementAndGeneral |
| Fundraising | 12437 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 629406 | Total |
| Program Services | 604782 | ProgramServices |
| Management And General | 22997 | ManagementAndGeneral |
| Fundraising | 1627 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394800 | Total |
| Program Services | 340162 | ProgramServices |
| Management And General | 48390 | ManagementAndGeneral |
| Fundraising | 6248 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41089 | Total |
| Program Services | 14474 | ProgramServices |
| Management And General | 26315 | ManagementAndGeneral |
| Fundraising | 300 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTINGENCIES | Description |
| Total | 795431 | Total |
| Management And General | 795431 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26027359 | Total |
| Program Services | 22478644 | ProgramServices |
| Management And General | 3197347 | ManagementAndGeneral |
| Fundraising | 351368 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 876512 | BOY |
| EOY | 1873387 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9116062 | BOY |
| EOY | 5092089 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209183 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 187936 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37886 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187935 | BOY |
| EOY | 150050 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10389692 | BOY |
| EOY | 7115526 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3274125 | BOY |
| EOY | 21285 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 348240 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1626169 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3274125 | BOY |
| EOY | 1995694 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7115567 | BOY |
| EOY | 5119832 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7115567 | BOY |
| EOY | 5119832 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10389692 | BOY |
| EOY | 7115526 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1995735 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2506799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20755200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23322789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18819381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24032888 | CurrentTaxYear |
| Total | 89437057 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2506799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20755200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23322789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18819381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24032888 | CurrentTaxYear |
| Total | 89437057 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 89437057 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1605 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72 | CurrentTaxYearMinus1Year |
| Total | 64725 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 89501782 | TotalSupport |
| Public Support Pertcentage170 | 0.99930 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2288 | OtherCostOrOtherBasis |
| Depreciation | 2288 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 115249 | OtherCostOrOtherBasis |
| Depreciation | 7007 | Depreciation |
| Book Value | 108242 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70399 | OtherCostOrOtherBasis |
| Depreciation | 28591 | Depreciation |
| Book Value | 41808 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 150050 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERCOMPANY PAYABLES | Description |
| Amount | $1,626,169 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1626169 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MYERS | |||||||||||||
| 45211 | 446208 | 11500 | 113500 | 668 | 6596 | 12334 | 121728 | 2520 | 24871 | 72233 | 712903 | 0 | 0 |
| GINA E BURKHARDT | |||||||||||||
| 32521 | 320970 | 4609 | 45484 | 378 | 3733 | 6192 | 61114 | 1531 | 15106 | 45231 | 446407 | 0 | 0 |
| MARIJO AHLGRIMM | |||||||||||||
| 29009 | 286304 | 5244 | 51756 | 1685 | 16628 | 1794 | 17708 | 1618 | 15969 | 39350 | 388365 | 0 | 0 |
| DONA KILPATRICK | |||||||||||||
| 18607 | 183647 | 0 | 0 | 91 | 899 | 1340 | 13224 | 1788 | 17647 | 21826 | 215417 | 0 | 0 |
| SOL PELAVIN | |||||||||||||
| 3451 | 77191 | 41400 | 408600 | 91641 | 861330 | 980 | 9677 | 546 | 5387 | 138018 | 1362185 | 0 | 0 |
| JON COHEN | |||||||||||||
| 40594 | 303420 | 29500 | 220500 | 153 | 1144 | 24662 | 184338 | 3580 | 26757 | 98489 | 736159 | 0 | 0 |
| MICHAEL KANE | |||||||||||||
| 37609 | 371187 | 5520 | 54480 | 155414 | 1533871 | 4508 | 44492 | 2393 | 23619 | 205444 | 2027649 | 0 | 0 |
| STEPHEN KROMER | |||||||||||||
| 44930 | 335835 | 11800 | 88200 | 335 | 2503 | 7806 | 58344 | 2123 | 15868 | 66994 | 500750 | 0 | 0 |
| DIANE PELAVIN | |||||||||||||
| 2056 | 20293 | 16560 | 163440 | 25590 | 252565 | 630 | 6221 | 540 | 5332 | 45376 | 447851 | 0 | 0 |
| ANDREW LIAKOPOULOS | |||||||||||||
| 0 | 21250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21250 | 0 | 0 |
| ROBERT DAVIS | |||||||||||||
| 13600 | 134224 | 1499 | 14797 | 489 | 4825 | 2058 | 20309 | 2739 | 27032 | 20385 | 201187 | 0 | 0 |
| MATTHEW DAWSON | |||||||||||||
| 115058 | 53599 | 11117 | 5179 | 9556 | 4452 | 6537 | 3045 | 16731 | 7794 | 158999 | 74069 | 0 | 0 |
| LAWRENCE FRIEDMAN | |||||||||||||
| 49468 | 121169 | 5449 | 13347 | 1062 | 2600 | 9508 | 23289 | 8889 | 21774 | 74376 | 182179 | 0 | 0 |
| SUSAN HOPKINS | |||||||||||||
| 14581 | 143910 | 1591 | 15705 | 203 | 2003 | 1511 | 14910 | 1680 | 16577 | 19566 | 193105 | 0 | 0 |
| JESSICA JOHNSON | |||||||||||||
| 14440 | 153662 | 2259 | 24037 | 341 | 3627 | 794 | 8451 | 134 | 1423 | 17968 | 191200 | 0 | 0 |
| ROBERT STONEHILL | |||||||||||||
| 103057 | 59110 | 10356 | 5940 | 2213 | 1269 | 10510 | 6028 | 1246 | 715 | 127382 | 73062 | 0 | 0 |
| SABRINA LAINE | |||||||||||||
| 111991 | 96598 | 8749 | 7546 | 23604 | 20359 | 14401 | 12422 | 9329 | 8046 | 168074 | 144971 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | 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. OFFICER AND KEY EMPLOYEE TRAVEL IS PURCHASED USING COMPANY-BILLED CREDIT CARDS. UPON COMPLETION OF TRAVEL, CREDIT CARD CHARGES ARE RECONCILED AND REVIEWED FOR COMPLETENESS OF SUBSTANTIATION IN ACCORDANCE WITH AN ACCOUNTABLE PLAN. SINCE THE TRAVEL IS ACCOUNTED FOR UNDER AN ACCOUNTABLE PLAN, IT IS NOT CLASSIFIED AS TAXABLE INCOME. ANY TRAVEL FOR COMPANIONS IS APPROVED ON AN EXCEPTION BASIS AND IS GENERALLY DE MINIMIS AND ALSO REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL. GROSS-UP PAYMENTS ARE APPLICABLE TO TAXABLE COMPONENTS OF RELOCATION BENEFITS. AIR'S PRACTICE IS TO PROVIDE TAX ASSISTANCE FOR RELOCATION BENEFITS, PURSUANT TO POLICY. | |
| PART I, LINE 3 | THE ORGANIZATION USED THE COMPENSATION POLICIES OF AIR FOR ITS CHIEF EXECUTIVE AND TOP MANAGEMENT. | |
| PART I, LINES 4A-B | PART I, LINES 4A-B: PART 1, LINE 4A: MICHAEL KANE SEVERANCE PAYMENT $962,250 PART 1, LINE 4B: THE FOLLOWING INDIVIDUALS, ALONG WITH OTHER EXECUTIVES, PARTICIPATED IN A NON-QUALIFIED COMPENSATION PLAN OF AIR 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 2011: GINA BURKHARDT $ 23,206 JON COHEN $160,000 STEPHEN KROMER $ 44,100 DAVID MYERS $ 112,012 | |
| PART III | PART II COLUMN B (III): THE AMOUNTS REPORTED IN COLUMN B (III) FOR MR. SOL PELAVIN AND MRS. DIANE PELAVIN INCLUDE PAYMENTS OF $286,940 AND $138,821, RESPECTIVELY, MADE PURSUANT TO THE NON-QUALIFIED COMPENSATION PLAN (SEE SCHEDULE J, PART III SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PART I, LINE 4B) PROVIDING CERTAIN KEY EXECUTIVES WITH THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTION THEY WOULD HAVE RECEIVED HAD THEY BEEN ELIGIBLE TO FULLY PARTICIPATE IN THE COMPANY'S DEFINED CONTRIBUTION PENSION PLAN. ADDITIONALLY, PURSUANT TO AIR'S POLICY FOR PAID TIME-OFF (PTO), MR. SOL PELAVIN AND MRS. DIANE PELAVIN EXCHANGED PREVIOUSLY EARNED, BUT UNTAKEN, PTO FOR CASH, TOTALING $660,527 AND $138,637, RESPECTIVELY. THE AMOUNTS REPORTED IN COLUMN B(III) FOR MR. MICHAEL KANE INCLUDE A SEVERANCE PAYMENT OF $962,250, RETENTION PAYMENTS OF $307,584, AND PAYMENTS OF $408,887 MADE PURSUANT TO THE AFOREMENTIONED NON-QUALIFIED COMPENSATION (SEE SCHEDULE J, PART III SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PART I, LINE 4B). 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. 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. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | 990, PART 1, LINE 1 AND PART III, LINE 1 | LPA PERFORMS EDUCATIONAL 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 PURPOSES, ARE MANAGED BY AND UNDER AUTHORIZATION OF AIR'S DIRECTORS, OFFICERS, AND CERTAIN KEY EMPLOYEES AS AN INTEGRAL PART OF AIR'S OVERALL OPERATIONS. THE LPA LEGAL ENTITY HAS NO EMPLOYMENT RELATIONSHIP WITH ANY INDIVIDUALS AND RELIES 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 TREASURER AND BY THE LEGAL COUNSEL OF 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 C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| PART VII, SECTION A, LINE 1A, COLUMN B | CERTAIN DIRECTORS, OFFICERS, HIGHLY COMPENSATED EMPLOYEES AND FORMER EMPLOYEES SPENT THE FOLLOWING ADDITIONAL AVERAGE HOURS PER WEEK WORKING ON THE BUSINESS OF AIR WHICH IS A RELATED ENTITY. EDWARD HAMBURG: 2 HOURS PER WEEK ANDREW LIAKOPOULOS: 2 HOURS PER WEEK DAVID MYERS: 40 HOURS PER WEEK MARIJO AHLGRIMM: 40 HOURS PER WEEK DONA KILPATRICK: 40 HOURS PER WEEK GINA BURKHARDT: 40 HOURS PER WEEK MICHAEL KANE: 40 HOURS PER WEEK SOL PELAVIN: 40 HOURS PER WEEK JON COHEN: 40 HOURS PER WEEK STEPHEN KROMER: 40 HOURS PER WEEK DIANE PELAVIN: 40 HOURS PER WEEK ROBERT DAVIS: 40 HOURS PER WEEK SABRINA LAINE: 19 HOURS PER WEEK MATTHEW DAWSON: 13 HOURS PER WEEK LAWRENCE FRIEDMAN: 28 HOURS PER WEEK SUSAN HOPKINS: 40 HOURS PER WEEK JESSICA JOHNSON: 37 HOURS PER WEEK ROBERT STONEHILL: 15 HOURS PER WEEK | |
| 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 THE NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS: EVALUATE CHARTER SCHOOL AUTHORIZERS. SHARE THEIR EXITING AUTHORIZER EVALUATION PROTOCOL WITH THE CONTRACTOR AND THE DEPT OF ED FOR THE SOLE PURPOSE OF REVIEW AND DISCUSSION PRIOR TO THE EVALUATION BEING CONDUCTED. COLUMN B DESCRIPTION FOR NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS: DEVELOP AND DELIVER MASTER CLASSES TO PROVIDE TRAINING AND FOCUS ON TOPICS RELEVANT TO STATE CHARTER ASSOCIATIONS AND OTHER CHARTER SUPPORT ORGANIZATIONS. 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 VANDERBILT UNIVERSITY: ASSESS IMPACT OF THE NORTHWEST EVALUATION ASSOCIATION'S MEASURES OF ACADEMIC PROGRESS (MAP) TRAINING PROGRAM ON STUDENT ACHIEVEMENT AND CONDUCT A RESPONSE REPORT ADDRESSING NON-EXPERIMENTAL QUESTIONS OF IMPORTANCE TO THE REGION ABOUT DIFFERENTIATED INSTRUCTION AND STUDENT ACHIEVEMENT. PROVIDE TEACHER QUALITY CENTER SUPPORT INCLUDING CONDUCT OF WORKSHOPS AND OTHER ASSISTANCES. COLUMN B DESCRIPTION FOR FORUM ONE COMMUNICATIONS: TECHNICAL INFRASTUCTURE AND SUPPORT FOR CONNECTED EDUCATORS MONTH. WORK CLOSELY WITH THE RESOURCE CENTER TO ENHANCE EXISTING WEBSITE TO MAKE IT MORE INTERACTIVE AND ENGAGING. | |
| 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
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 270071942 | SEE PART VII | IL | 0 | 0 | LEARNING POINT ASSOCIATES |
| COMPENSATION INNOVATIONS IN EDUCATIONS LLC | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 800518929 | SEE PART VII | IL | 250933 | 205502 | LEARNING POINT ASSOCIATES |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASH | DC | 20007 | 250965219 | TO CONDUCT AND APPLY BEHAVIORAL AND SOCIAL SCIENCE RESEARCH | PA | 501(C)(3) | LINE 9 | 0 | ||
| NEW AMERICAN SCHOOLS | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 571730425 | TO INCREASE STUDENT ACHIEVEMENT THROUGH EDUCATION | VA | 501(C)(3) | LINE 11A, I | 0 | AIR | |
| AMERICAN INSTITUTES FOR RESEARCH UK LIMITED | |||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS | 0 | AIR | UK | ||||
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE MEASURES LLC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | SEE PART VII | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| PROSPECT ASSOCIATES LTD | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 521213051 | RESEARCH & SERVICES | MD | AIR HOLDING COMPANY | C | 1.00000 |
| AIR HOLDING COMPANY | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 522205344 | EDUCATIONAL SERVICES | DE | AIR | C | 1.00000 |
| THE MCKENZIE GROUP INC | |||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 521811969 | EDUCATIONAL SERVICES | DE | AIR HOLDING COMPANY | C | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | ||
| O | 26614313 | FMV |
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | ||
| P | 67212 | FMV |
| AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES | ||
| Q | 1156899 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| SCHEDULE R, PART I, LINE 1, COLUMN B | NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY - TO PROVIDE EDUCATIONAL RESEARCH AND DEVELOPMENT SERVICES TO SCHOOLS AND DISTRICTS AS WELL AS TO OTHER EDUCATIONAL ORGANIZATIONS AND AGENCIES IN ILLINOIS, INDIANA, IOWA, MICHIGAN, MINNESOTA, OHIO AND WISCONSIN AND FURTHER FOR THE BENEFIT OF THE EDUCATIONAL COMMUNITY GENERALLY, THE CONDUCT OF RESEARCH, SYMPOSIA AND SCIENTIFIC PROGRAMS AND THE PUBLISHING AND DISSEMINATION OF REPORTS OF RESEARCH. |
| 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 III, COLUMN B | COLLEGE MEASURES, LLC - TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS FOR STUDENTS, PARENTS, AND POLICY MAKERS. |
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