2023-10-20T10:06:37-05:00 2022-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2022-01-01 366149972 THE ASSOCIATION FOR INSTITUTIONAL RESEARCH ASSO 8503854155 2241 NORTH MONROE ST 1413 TALLAHASSEE FL 32303 CHRISTINE KELLER EXECUTIVE DIRECTOR 8503854155 2023-10-05 1 CHRISTINE KELLER 999009999 0 STACEY T KOLKA P01371120 8506688100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE KELLER 2241 NORTH MONROE ST 1413 TALLAHASSEE FL 32303 6730365 0 X WWW.AIRWEB.ORG X 1966 FL SEE SCHEDULE O 12 12 22 700 0 0 2309211 2296906 1022760 1533039 29013 59743 38277 1917 3399261 3891605 75992 11078 0 0 1818136 1941349 0 0 0 1076891 1828165 2971019 3780592 428242 111013 4169384 5054951 1145994 2144006 3023390 2910945 AS A GLOBAL ASSOCIATION, AIR EMPOWERS HIGHER EDUCATION PROFESSIONALS TO USE DATA, INFORMATION, AND ANALYTICS IN WAYS THAT ARE EFFECTIVE, ETHICAL, AND EQUITABLE. AIR SUPPORTS DATA-INFORMED DECISON MAKING THAT AMPLIFIES STUDENT AND INSTITUTIONAL SUCCESS. 0 0 889111 2124935 PROFESSIONAL DEVELOPMENT & TRAINING AIR PROVIDES NUMEROUS EDUCATION AND TRAINING OPPORTUNITIES TO ITS STAKEHOLDERS, INCLUDING MEMBERS, THROUGH 3 ONLINE COURSES, 15 PLUS WEBINARS, 7 PLUS WORKSHOPS, 15 PLUS TUTORIALS, AND 2 IN-PERSON SEMINARS. AIR ALSO PROVIDES IPEDS TRAINING TO THE GENERAL PUBLIC WITH 2 ONLINE COURSES, 50 PLUS WORKSHOPS, AND 70 PLUS ONLINE TUTORIALS. 1487913 805417 CONFERENCES & EVENTS AIR'S 2022 ANNUAL CONFERENCE WAS HELD IN PHOENIX WITH OVER 1,000 ATTENDEES, 200 PLUS SESSIONS, 2 KEYNOTES, 100 PLUS SPONSORS, AND 15 PRE-CONFERENCE WORKSHOPS. THE CONFERENCE PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR DATA PROFESSIONALS FROM ACROSS THE U.S. AND THE WORLD. 516896 551292 RESEARCH & INITIATIVES AIR, IN PARTNERSHIP WITH THE BILL & MELINDA GATES FOUNDATION, THE ASSOCIATION OF PUBLIC & LAND-GRANT UNIVERSITIES, EDUCAUSE, AND NATIONAL ASSOCIATION OF COLLEGE & UNIVERSITY BUSINESS OFFICERS, WORKED TO BUILD AND SUSTAIN DATA-INFORMED DECISION CULTURES WITHIN HIGHER EDUCATION. THE WORK INCLUDED A DATA LITERACY PROGRAM, POSTSECONDARY DATA PARTNERSHIP TRAINING, ANALYTICS CULTURE GUIDE AND IR/DATA CAPACITY BLUEPRINT. 229342 11078 229342 11078 3123262 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 39 0 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 FL X X DIRECTOR OF FINANCE 8503854155 2241 NORTH MONROE ST 1413 TALLAHASSEE FL 32303 KAREN WEBBER PRESIDENT 1.00 X X 0 0 0 JONATHAN GAGLIARDI VICE PRESIDENT 1.00 X X 0 0 0 JUNELYN PANGAN PEEPLES PAST PRESIDENT 1.00 X X 0 0 0 LAURA PALUCKI BLAKE DIRECTOR 1.00 X 0 0 0 KAREN EGYPT DIRECTOR 1.00 X 0 0 0 MAREN HESS DIRECTOR 1.00 X 0 0 0 BRADEN J HOSCH TREASURER 1.00 X X 0 0 0 ELIZABETH A LEE DIRECTOR 1.00 X 0 0 0 WEN QI DIRECTOR 1.00 X 0 0 0 MITCHELL NESLER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PENA DIRECTOR 1.00 X 0 0 0 KAREN VANCE DIRECTOR 1.00 X 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR & CEO 40.00 X 192971 0 19683 JASON LEWIS CFO 40.00 X 167299 0 7057 LEAH ROSS ASSOCIATE DEPUTY DIRECTOR 40.00 X 134039 0 13831 DARLENA JONES SR DIRECTOR OF RESEARCH & 40.00 X 110853 0 17003 605162 0 57574 4 0 1 0 AVENTURA CATERING 100 N THIRD ST FLOOR 2A PHOENIX AZ 85004 CONVENTION F&B 263553 AVMEDIA INC 9401 SOUTHRIDGE PARK CT STE 100 ORLANDO FL 32819 CONVENTION AV 123357 2 2296906 2296906 CONFERENCES 900099 860066 860066 EDUCATIONAL PROGRAMS 900099 672973 672973 1533039 35972 35972 2362531 500000 2345788 492972 16743 7028 23771 7028 16743 OTHER INCOME 900099 1917 1917 1917 3891605 1541984 0 52715 X 11078 11078 387010 319721 67289 1244707 1028290 216417 49415 40823 8592 143613 118643 24970 116604 96330 20274 26847 22179 4668 439586 364856 74730 835 835 11991 9906 2085 481386 397688 83698 8947 7391 1556 154236 127419 26817 344308 284443 59865 182551 150811 31740 10234 8455 1779 MISCELLANEOUS EXPENSE 94614 74392 20222 BANKING AND FEES 55499 45849 9650 FOOD AND BEVERAGE 8841 7304 1537 STAFF DEVELOPMENT 8290 6849 1441 3780592 3123262 657330 0 616656 2315534 10997 0 11248 96341 105657 112099 1110388 798533 421646 311855 2508138 2219122 495042 0 4169384 5054951 166477 173259 900823 1884479 78694 86268 1145994 2144006 X 2970084 2857739 53306 53206 3023390 2910945 4169384 5054951 111013 -223458 0 X 0 1 X 1 1 1 X 1934604 2298842 2381612 2309211 2296906 11221175 2085965 1911187 673116 1022760 1533093 7226121 4020569 4210029 3054728 3331971 3829999 18447296 33291 187334 159305 228288 232129 840347 0 33291 187334 159305 228288 232129 840347 17606949 65851 63153 17131 17329 52715 216179 65851 63153 17131 17329 52715 216179 61913 2762 38277 1917 104869 4148333 4273182 3074621 3387577 3884631 18768344 0.93810 0.92560 0.01150 0.01100 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2018 AMOUNT: $ 61,913. OTHER INCOME - 2020 AMOUNT: $ 2,762. 2021 AMOUNT: $ 38,277. 2022 AMOUNT: $ 1,917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53306 900 1000 53206 53103 1100 897 53306 54399 1100 2396 53103 54721 1200 1522 54399 64876 1000 1898 9257 54721 1.00000 0 0 1110388 798533 311855 311855 ACCRUED LEAVE 86268 86268 X 3668147 -223458 -223458 3891605 0 3891605 3780592 0 3780592 0 3780592 PART X, LINE 2: THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2018 AND PRIOR. PART V: ENDOWMENT FUNDS LINE 4 THE SCHOLARSHIP FUNDS ARE ISSUED TO INSTITUTIONAL RESEARCHERS TO OBTAIN PROFESSIONAL TRAINING AND EDUCATION PROVIDED BY THE ASSOCIATION. 0 SCHOLARSHIPS 9 8900 X X X 0 0 0 0 0 0 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR & CEO 192971 0 0 0 0 0 7719 0 11964 0 212654 0 0 0 JASON LEWIS CFO 163199 0 4100 0 0 0 6692 0 365 0 174356 0 0 0 FORM 990, PART I, LINE 1 AS A GLOBAL ASSOCIATION, AIR EMPOWERS HIGHER EDUCATION PROFESSIONALS TO USE DATA, INFORMATION, AND ANALYTICS IN WAYS THAT ARE EFFECTIVE, ETHICAL, AND EQUITABLE. AIR SUPPORTS DATA-INFORMED DECISION MAKING THAT AMPLIFIES STUDENT AND INSTITUTIONAL SUCCESS. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD CHANGED THE MISSION STATEMENT AND THERE WAS A MEMBER VOTE TO CHANGE THE BYLAWS IN 2022. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD COMMITTEES DO NOT TAKE FORMAL NOTES, NOR HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOVERNING BOARD REVIEWS FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS OR ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE ENTIRE STAFF AND BOARD ARE PROVIDED A COPY OF THE POLICY ANNUALLY AND ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A NEW CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS REGULARLY REVIEW TO DETERMINE WHETHER THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARABLE TO SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ONE YEAR OF FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G RTI: PROGRAM SERVICE EXPENSES 119,144. MANAGEMENT AND GENERAL EXPENSES 25,081. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,225. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 199,227. MANAGEMENT AND GENERAL EXPENSES 39,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 239,091. FORUM/MEMBERSHIP: PROGRAM SERVICE EXPENSES 46,485. MANAGEMENT AND GENERAL EXPENSES 9,785. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,270. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: THE ASSOCIATION FOR INSTITUTIONAL RESEARCH TAXPAYER ADDRESS: 2241 NORTH MONROE ST. #1413, TALLAHASSEE, FL 32303 TAXPAYER ID NUMBER: 36-6149972 YEAR-END: 12/31/2022 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.