2023-07-19T14:29:48-05:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 593819154 AIA FOUNDATION AIAF 2026267300 1735 NEW YORK AVE NW WASHINGTON DC 200065209 MARCI REED EXECUTIVE DIRECTOR 2026267300 2023-07-17 1 MARCI REED 999009999 1 ELIZABETH W HELLER P00397829 2022932200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARCHITECTS FOUNDATION MARCI REED 1735 NEW YORK AVE NW WASHINGTON DC 200065209 1664260 0 X WWW.ARCHITECTSFOUNDATION.ORG X 2005 DC THE ARCHITECTS FOUNDATION'S PROGRAMS HARNESS THE IRREPRESSIBLE SPIRIT OF ARCHITECTS TO SUPPORT AND EMPOWER A NEXT-GENERATION DESIGN COMMUNITY. 13 13 0 52 0 0 748270 544932 7665 12487 498875 232851 1113 4200 1255923 794470 222665 335577 0 0 0 0 0 0 14085 276850 485697 499515 821274 756408 -26804 9503278 8315948 125581 130849 9377697 8185099 X ARCHITECTS USE THE POWER OF DESIGN TO SOLVE PROBLEMS, TRANSFORM LIVES, AND CREATE A BETTER WORLD. THE ARCHITECTS FOUNDATION LEADS PHILANTHROPIC EFFORTS THAT LAY THE FOUNDATION OF ARCHITECTURE'S FUTURE, BY ATTRACTING, INSPIRING, AND INVESTING IN A DIVERSE NEXT-GENERATION DESIGN COMMUNITY TO CREATE INCLUSIVE SPACES AND PLACES OF TOMORROW. THE ARCHITECTS FOUNDATION ALSO PRESERVES THE HISTORIC OCTAGON BUILDING IN THE NATION'S CAPITAL, SEEKING WAYS TO BEST EXPRESS THE VALUES OF HISTORIC PRESERVATION AS SUSTAINABLE DESIGN, AND KEEP THE OCTAGON'S LEGACY ALIVE WITH EXHIBITS, EDUCATIONAL PROGRAMS AND PARTNERSHIPS THAT FOCUS ON THE VALUE ARCHITECTS AND ARCHITECTURE BRING TO CULTURE AND COMMUNITY, AND CREATING A SAFE SPACE FOR DISCUSSIONS ABOUT ARCHITECTURE'S ROLE IN A JUST, EQUITABLE, DIVERSE AND INCLUSIVE SOCIETY. 0 0 394028 335577 5000 SCHOLARSHIPS, GRANTS AND DIVERSITY - IN ORDER TO SUPPORT THE NEXT GENERATION OF ARCHITECTS, EVERY YEAR, THE FOUNDATION AWARDS THOUSANDS OF DOLLARS IN ARCHITECTURE SCHOLARSHIPS AND PROFESSIONAL DEVELOPMENT GRANTS TO HIGH SCHOOL AND UNDERGRADUATE STUDENTS, ARCHITECT REGISTRATION EXAM (ARE) CANDIDATES, AND LICENSED ARCHITECTS PURSUING ENRICHMENT OPPORTUNITIES. 301657 7487 OCTAGON MUSEUM OWNERSHIP AND MANAGEMENT - THE ARCHITECTS FOUNDATION IS THE OWNER AND MANAGER OF THE "OCTAGON" BUILDING, AN HISTORIC STRUCTURE LOCATED IN WASHINGTON, DC. THE FOUNDATION OPERATES THE OCTAGON AS A MUSEUM, ART GALLERY, AND SHOWCASE. AS A MUSEUM AND EXHIBIT SPACE, THE OLDEST PRIVATE RESIDENCE IN DC NOW HOSTS PROGRAMS DEMONSTRATING THE CULTURAL AND SOCIETAL IMPACT OF ARCHITECTS AND ARCHITECTURE, AND THE ARCHITECT'S POTENTIAL TO CREATE A JUST AND EQUITABLE SOCIETY. THE OCTAGON ALSO HOSTS EDUCATIONAL LECTURES AND EVENTS FOR PROFESSIONALS AND THE GENERAL PUBLIC. 695685 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CO CT FL GA IL KS KY MA MD ME MS NC NH NJ NY OH OK PA RI SC MI MN TN VA WA WI OR X ELITE SHI 2026267300 1735 NEW YORK AVE NW WASHINGTON DC 200065209 X R STEVEN LEWIS FAIA PRESIDENT 1.00 X X 0 0 0 BILL ROSCHEN FAIA VICE PRESIDENT 1.00 X X 0 0 0 SHARON LIEBOWITZ TREASURER 1.00 X X 0 0 0 DAN KIRBY FAIA SECRETARY 1.00 X X 0 0 0 KIMBERLY DOWDELL AIA DIRECTOR 1.00 X 0 0 0 LAURA FLUSCHE DIRECTOR 1.00 X 0 0 0 SHARON HAAR FAIA DIRECTOR 1.00 X 0 0 0 KEN HIGA AIA DIRECTOR 1.00 X 0 0 0 CONSTANCE LAI FAIA DIRECTOR 1.00 X 0 0 0 KEN LEWIS AIA DIRECTOR 1.00 X 0 0 0 VAUGHN LEWIS ASSOC AIA DIRECTOR 1.00 X 0 0 0 KATHERINE MALONE-FRANCE DIRECTOR 1.00 X 0 0 0 MICHAEL MARSHALL FAIA DIRECTOR 1.00 X 0 0 0 MARCI REED EXECUTIVE DIRECTOR 37.50 X 0 213124 29410 0 213124 29410 0 0 1 0 0 125100 419832 544932 OCTAGON SPONSORS,TOURS 900099 7487 7487 DAS INTERN SPONSORSHIP 900099 5000 5000 12487 198017 198017 904624 869790 34834 34834 34834 OTHER INCOME 900099 4200 4200 4200 794470 12487 0 237051 335577 335577 8868 487 8381 6003 6003 17702 17702 66500 66500 3251 1721 1530 8581 3386 4595 600 14719 1889 2000 10830 138270 138270 24583 13098 10942 543 207 207 28229 28229 47129 47129 EXHIBITS 39122 39122 TEMPORARY STAFF 25593 25593 TAXES AND FEES 8647 232 8153 262 EVENTS 6816 6232 584 41477 37018 4139 320 821274 695685 111504 14085 968136 647635 113169 65845 61629 1690 37603 18568 3295919 375979 2947472 2919940 5257375 4599270 117894 63000 9503278 8315948 110581 130849 15000 0 125581 130849 X 3922891 3871129 5454806 4313970 9377697 8185099 9503278 8315948 -26804 -1165794 0 X X 0 1 X 1 0 X 352946 426267 668408 748270 544932 2740823 352946 426267 668408 748270 544932 2740823 1069977 1670846 78398 143243 138082 204679 198017 762419 97 2200 4754 1113 4200 12364 3515606 36669 0.47530 0.40110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 2231026 -401585 26000 1803441 1951834 150000 189192 60000 2231026 1843482 224402 116050 1951834 1664029 287953 108500 1843482 1773173 -109144 1664029 0.00000 0.91492 0.08508 0 0 2478115 2478115 621885 266029 355856 174812 88843 85969 21107 21107 0 2919940 INVESTMENTS 4599270 F 4599270 X 353842 -1165794 742868 -422926 776768 17702 17702 794470 1546440 742868 742868 803572 17702 17702 821274 PART III, LINE 1A: AS PART OF ACQUIRING THE OCTAGON BUILDING DURING THE YEAR ENDED DECEMBER 31, 2010, THE FOUNDATION ASSUMED OWNERSHIP OF APPROXIMATELY 450 ARTIFACTS. THE VALUE OF THE ARTIFACTS IS NOT INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THERE WERE NO DEACCESSIONS DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. PART III, LINE 4: THE COLLECTIONS CONSIST OF FURNITURE, HOUSEHOLD AND KITCHEN ACCESSORIES, FLATWARE, HOLLOW WARE, CHINA, AND OTHER HOUSEHOLD ARTIFACTS THAT DATE TO THE ORIGINAL OWNERS OF THE OCTAGON. THE FOUNDATION ALSO ACCEPTS NONCASH CONTRIBUTIONS WHICH RELATE TO THE OCTAGON COLLECTIONS. PART V, LINE 4: THE PURPOSE OF BOTH THE TEMPORARILY AND PERMANENTLY RESTRICTED ENDOWMENTS IS TO FUND SCHOLARSHIPS, WHICH IS A SIGNIFICANT PART OF THE FOUNDATION'S EXEMPT PURPOSE. PLEASE SEE PART III OF FORM 990 FOR ADDITIONAL INFORMATION ON THE SCHOLARSHIP PROGRAMS. PART X, LINE 2: THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT IS UNRELATED TO ITS EXEMPT PURPOSE. WE HAVE DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION UNRELATED BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. 1 DIVERSITY ADVANCEMENT SCHOLARSHIPS 89 196000 LFRT ARE AWARDS 35 66776 ARE AWARDS 10 19100 RMH AWARDS 4 18000 SHO PING CHIN SCHOLARSHIP 2 10000 MCASLAN TRAVELING FELLOWSHIP 2 10000 WLS AWARDS 9 5601 AIA VA AWARD 1 5100 WEYMOUTH SCHOLARSHIP 1 5000 PART I, LINE 2: ALL SCHOLARSHIP RECIPIENTS ARE REQUIRED TO BE STUDENTS IN A NAAB ACCREDITED ARCHITECTURE PROGRAM. THE ARCHITECTS FOUNDATION MONITORS ALL STUDENTS' PROGRESS AND REQUIRES ANNUAL TRANSCRIPTS TO BE SUBMITTED. PAYMENT IS MADE DIRECTLY TO THE COLLEGE OR UNIVERSITY. PETTIGREW AWARDS ARE EFFECTIVELY REIMBURSEMENTS FOR THE ARE EXAM COSTS. RECIPIENTS ARE REQUIRED TO SUBMIT EXAM SCORES AND RECEIPTS. MCASLAN FELLOWS ARE REQUIRED TO SUBMIT A REPORT ON THEIR STUDIES. REPORTS ARE REQUIRED FROM FELLOWSHIP RECIPIENTS. SCHEDULE I, PART III: DIVERSITY ADVANCEMENT SCHOLARSHIP IS AWARDED TO OUTSTANDING MINORITY ARCHITECTURE STUDENTS. THE PAYETTE SHO-PING CHIN MEMORIAL ACADEMIC SCHOLARSHIP IS AWARDED TO AN OUTSTANDING FEMALE ARCHITECTURE STUDENT. THE SHO-PING CHIN WOMEN'S LEADERSHIP GRANT SUPPORTS TRAVEL TO THE AIA WOMEN'S LEADERSHIP CONFERENCE. THE JASON PETTIGREW MEMORIAL ARE SCHOLARSHIP IS AWARDED TO OUTSTANDING YOUNG PROFESSIONALS IN ORDER TO REIMBURSE THE COST OF THEIR ARCHITECTURE LICENSURE. THE MCASLAN FELLLOWSHIP SUPPORTS INTERNATIONAL ARCHITECTURE STUDIES FOR UNIVERSITY STUDENTS. THE YANN WEYMOUTH GRADUATE SCHOLARSHIP IS AWARDED TO AN ARCHITECTURE STUDENT WITH A FOCUS ON SUSTAINABILITY, RESILIENCE, WELLNESS AND BEAUTY. THE AIA'S LARGE FIRM ROUNDTABLE (LFRT) ARE AWARDS WERE MADE TO ASPIRING AFRICAN AMERICAN ARCHITECTS WHO ARE MEMBERS OF AIA OR NOMA (NATIONAL MUSEUM OF MINORITY ARCHITECTS) TO SUPPORT COSTS OF THE REGISTRATION EXAM, STUDY MATERIALS AND AIA OR NOMA MEMBERSHIP. 35 AWARDS WERE MADE IN 2022. 0 0 0 0 0 0 0 0 0 MARCI REED EXECUTIVE DIRECTOR 0 181522 0 30000 0 1602 0 8944 0 20466 0 242534 0 0 PART I, LINE 3 METHODS USED BY THE AMERICAN INSTITUTE OF ARCHITECTS, A RELATED SECTION 501(C)(6) ORGANIZATION, TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS ARE APPOINTED BY THE PRESIDENT OF THE AMERICAN INSTITUTE OF ARCHITECTS, INC., A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE BYLAWS IS SUBJECT TO THE APPROVAL OF THE BOARD OF THE AMERICAN INSTITUTE OF ARCHITECTS, INC. ALSO, ANY SUCCESSOR OFFICERS APPOINTED BY THE BOARD OF DIRECTORS IS SUBJECT TO APPROVAL BY THE PRESIDENT OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CIRCULATED TO THE BOARD VIA EMAIL AND COMMENTS ARE REQUESTED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS WERE ASKED TO REVIEW THE POLICY AND SIGN A STATEMENT TO SIGNIFY THAT THEY UNDERSTOOD THE CONFLICT OF INTEREST POLICY AND HAD NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS DETERMINED IN PART BY USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ARCHITECTS FOUNDATION DOES NOT DISCLOSE ANY OF THESE DOCUMENTS TO THE GENERAL PUBLIC. FORM 990, PART VII-A THE AMERICAN INSTITUTE OF ARCHITECTS (AIA), A RELATED 501(C)(6) ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE TO THE ARCHITECTS FOUNDATION. COMPENSATION IS APPROVED BY THE AIA BOARD OR COMPENSATION COMMITTEE. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. THE AMERICAN INSTITUTE OF ARCHITECTS 1735 NEW YORK AVENUE NW WASHINGTON DC 20006 530025930 PROFESSIONAL ASSOCIATION FOR THE ARCHITECTURE PROFESSION NY 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE AMERICAN INSTITUTE OF ARCHITECTS C 125100 COST THE AMERICAN INSTITUTE OF ARCHITECTS O 704707 FMV (IN-KIND) THE AMERICAN INSTITUTE OF ARCHITECTS N 19328 FMV (IN-KIND) THE AMERICAN INSTITUTE OF ARCHITECTS Q 18833 COST