2024-11-15T14:00:05-06:00 2023-12-31 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990 2023-01-01 250965219 AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES AMER 2024035000 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 PAMELA J KEEFE CHIEF FINANCIAL OFFICER 2024035000 2024-11-15 1 0 KAY VOLLANS CPA P01404047 3015643636 2023 2024-10-15 13:58:12Z JESSICA HEPPEN 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 735545941 0 X WWW.AIR.ORG X 1946 PA TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. 15 14 1832 0 -664758 0 329876705 346030723 1538715 720068 31689696 10097815 -40240 -1538485 363064876 355310121 4358083 5896681 0 0 220274172 242878738 204970 445927 18332983 120516979 120357782 345354204 369579128 17710672 -14269007 972933017 1012152879 161637909 149497891 811295108 862654988 X SEE SCHEDULE O 0 0 282369464 AIR CONDUCTS BEHAVIORAL AND SOCIAL SCIENCE RESEARCH AND DELIVERS TECHNICAL ASSISTANCE TOWARD SOLVING SOME OF THE MOST URGENT CHALLENGES IN THE U.S. AND ABROAD. DURING 2023, AIR GENERATED REVENUE BY PROVIDING CONTRACTED SERVICES OR FROM GRANTS RECEIVED FROM FEDERAL AND STATE AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS (COLLECTIVELY, REFERRED TO AS CLIENT SERVICES) AND FROM EARNINGS GENERATED BY ITS QUASI-ENDOWMENT INVESTMENTS. NET EARNINGS FROM EITHER SOURCE ARE 1) REINVESTED TO STRENGTHEN LONG-TERM INSTITUTIONAL VITALITY OR 2) EXPENDED ON SELF-FUND RESEARCH AND CAPACITY BUILDING ACTIVITIES, TYPICALLY NOT FUNDED BY OTHER PARTIES, REFERRED TO AS THE AIR EQUITY INITIATIVE. NARRATIVE IS CONTINUED ON SCHEDULE O THE EXPERTISE AND ACTIVITIES OF CLIENT SERVICES SPAN BROADLY AND DEEPLY ACROSS HUMAN SERVICES, HEALTH AND INTERNATIONAL SECTORS AND SUPPORT STAKEHOLDERS RANGING FROM POLICYMAKERS, PUBLIC SERVICE PROFESSIONALS AND PRACTITIONERS AS THEY SHAPE OUTCOMES FOR YOUNG PEOPLE, FAMILIES, AND COMMUNITIES TO IMPROVE QUALITY AND ACCESS, REDUCE INEQUITIES AND ENABLE THRIVING OPPORTUNITIES. AIR ALSO CONDUCTS AND APPLIES RIGOROUS RESEARCH AND EVALUATION TO PROVIDE GOVERNMENTS AND INTERNATIONAL AID AGENCIES WITH TOOLS, EXPERTISE, AND INFORMATION TO MEASURE THE PROGRAMS' EFFECTIVENESS, INITIATIVES, AND INSTITUTIONS. THROUGH TECHNICAL ASSISTANCE, AIR HELPS LEADERS, POLICYMAKERS, AND ORGANIZATIONS BUILD, PILOT, AND IMPLEMENT FIELD-BASED ACTIVITIES IN DEVELOPING COUNTRIES. 23070381 5896681 4408 AIR USES BOARD-AUTHORIZED APPROPRIATIONS FROM ITS QUASI-ENDOWMENT TO FUND INITIATIVES (COLLECTIVELY, THE EQUITY INITIATIVE), THAT ARE OTHERWISE NOT FUNDED FROM THIRD-PARTY SOURCES TO 1) BUILD THE CONNECTIVE TISSUE BETWEEN EVIDENCE AND ITS USE TO HELP PROMOTE BETTER OUTCOMES WITH EXPENDITURES THAT FACILITATE SEAMLESS TRANSITIONS BETWEEN THE SCHOLASTIC AND THE PRACTICAL, AND AID THE DEVELOPMENT OF STRUCTURES, TOOLS, AND PROCESSES THAT SUPPORT THE USE OF EVIDENCE IN POLICY AND PROGRAM IMPLEMENTATION, 2) INVEST IN INSTITUTIONAL AND INDIVIDUAL CAPACITY TO BUILD DIVERSE AND INCLUSIVE WAYS TO GENERATE AND USE EVIDENCE ABOUT EQUITY AND 3) INVEST IN RESEARCH THAT CENTERS ON EQUITY AND HOLDS PROMISE FOR INFORMING WAYS TO IMPROVE OPPORTUNITIES.NARRATIVE IS CONTINUED ON SCHEDULE O THE AMOUNT OF THE ANNUAL APPROPRIATION IS GUIDED BY THE INTENTION OF MAINTAINING THE LONG-TERM, INFLATION-ADJUSTED PURCHASING POWER OF THE QUASI-ENDOWMENT AND GENERALLY RANGES UP TO 5% OF THE TRAILING THIRTY-SIX-MONTH FAIR MARKET VALUE OF THE UNDERLYING INVESTMENT PORTFOLIO. 305439845 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 X 1344 0 1 1832 1 1 1 1 HO ZA IV HA AG BK MX 0 0 0 0 0 0 0 0 1 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA HI IL KY MA MI MN NJ NM NY OR PA RI TN UT X PAMELA J KEEFE 2024035000 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 PATRICIA GURIN BD AND CMTE MEMBER, BD CHAIR 6.50 X X 162000 0 0 LAWRENCE BOBO BD CMTE MBR, BD DEP CHAIR, CMTE CHR 5.00 X X 99000 0 0 MAYRA E ALVAREZ BD AND CMTE MEMBER 2.00 X 16250 0 0 ROBERT F BORUCH BD AND CMTE MEMBER 2.00 X 80250 0 0 NANCY CANTOR BRECHIN BD AND CMTE MEMBER, CMTE CHAIR OF EI 5.00 X 92000 0 0 KIMBERLY PATTILLO BROWNSON BD AND CMTE MEMBER, BD CMTE CHAIR 5.00 X 92000 0 0 EDWARD HAMBURG BD & CMTE MBR, BD CMTE & DEP CHAIR 5.00 X 74500 0 0 ALICIA KARAM HARKNESS BD, CMTE MEMBER AND BD CMTE CHAIR 5.00 X 83000 0 0 DELANO LEWIS BD AND CMTE MEMBER 2.00 X 83750 0 0 ANDREW LIAKOPOULOS BD & CMTE MEMBER, BD CMTE DEP CHAIR 2.00 X 77500 0 0 KATHY MCKINLESS BD & CMTE MBR, BD CMTE & DEP CHAIR 5.00 X 92000 0 0 MANUEL PASTOR BD & CMTE MEMBER, BD CMTE DEP CHAIR 2.00 X 83000 0 0 SOL PELAVIN BD CMTE MBR, BD CMTE CHAIR, FMR PRES 5.00 X 92000 0 0 MICHAEL STOLL BD AND CMTE MEMBER 2.00 X 66250 0 0 DAVID MYERS CEO 40.00 1.00 X X 2191270 0 50104 JESSICA HEPPEN PRESIDENT 40.00 1.00 X 648207 0 36853 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 40.00 1.00 X 841874 0 27603 DONA KILPATRICK SECRETARY, GENERAL COUNSEL 40.00 1.00 X 327817 0 48775 DWAYNE NORRIS END 2123 EXEC VP & CHIEF PEOPLE OFFICER 40.00 X 921157 0 10453 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 40.00 X 509024 0 33607 DAVID BAKER END 91223 SR VP, HEALTH DIVISION 40.00 X 435691 0 57384 TIMOTHY B HILL VICE PRESIDENT, HEALTH 40.00 X 411929 0 24494 JULIE R KOCHANEK SR VP, HUMAN SERVICES 40.00 X 347447 0 63091 LESLEY A SEPANLOO SR VP, HUMAN RES & WORKPLACE MGMT 40.00 X 337290 0 24050 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00 X 334916 0 23945 DAVID OSHER VP & INSTITUTE FELLOW 40.00 X 431672 0 54631 MICHAEL GARET VP & INSTITUTE FELLOW 40.00 X 438516 0 36287 MAKINI NYANTEH CCO AND SR VP - COMMUNICATIONS 40.00 X 408558 0 46390 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 40.00 X 381005 0 60631 SUSAN BASEMAN VP, HEALTH 40.00 X 378453 0 49413 10538326 0 647711 925 0 1 0 NEXT FIFTEEN COMMS CORP 100 MONTGOMERY ST STE 1101 SAN FRANCISCO CA 94104 SUBCONTRACTING SERVICES 4201603 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 SUBCONTRACTING SERVICES 2340569 SCHOOL READINESS CONSULTING 912 THAYER AVE SUITE 209 SILVER SPRING MD 20910 SUBCONTRACTING SERVICES 1522450 CALCO ENTERPRISES LLC 1 RESEARCH COURT SUITE 450 ROCKVILLE MD 20850 SUBCONTRACTING SERVICES 1482066 HEADWAY CORPORATE STAFF 3100 SMOKETREE CT RALEIGH NC 27604 TEMPORARY STAFFING 1421422 126 266928295 79102428 346030723 PROJECTS 541900 715660 715660 CONFERENCE FEES 541900 4408 4408 720068 15729301 -1380418 17109719 1115 1115 8527920 10067520 -1539600 -1539600 -1539600 364536814 370168300 -5631486 -5631486 -5631486 355310121 4408 -664758 9939748 X 4868721 4868721 361000 361000 666960 666960 8900480 1981488 6918992 189862577 168591457 8148412 13122708 13150956 11276127 972220 902609 17538291 14888912 1466963 1182416 13426434 11415735 1104093 906606 465539 235840 212299 17400 334947 334947 445927 445927 2142534 2142534 65774899 59352876 6131145 290878 6254501 5121203 933201 200097 10781550 9504431 915055 362064 9010585 6692377 1846435 471773 5624134 4927348 509823 186963 3053666 2730895 263417 59354 360 360 13317343 1410115 11794797 112431 591906 78738 506476 6692 MISCELLANEOUS 1229789 135046 1093924 819 FOCUS GROUP FEES 1200576 1200576 UBIT 511207 511207 DUES MEMBERSHIPS & SUBS 64246 64246 369579128 305439845 45806300 18332983 54223481 42381489 61593153 62810756 4245304 4439396 26636598 17153494 11172064 9483104 474839553 497433893 219956221 270638525 85859142 74393585 61044099 50572131 972933017 1012152879 59382838 63693880 30958380 27271706 71296691 58532305 161637909 149497891 X 811295108 862654988 811295108 862654988 972933017 1012152879 -14269007 62316102 3312785 0 X X 0 1 X 1 1 1 X 476002962 268854620 291635316 329876705 346030723 1712400326 476002962 268854620 291635316 329876705 346030723 1712400326 17948504 1694451822 7970210 13670476 12649459 17064825 25638754 76993724 6153894 1481863 -664758 6970999 1796365049 48019 0.94330 0.96500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 685196415 25776284 69151615 22776284 757348030 785173218 23472954 -104177736 19272021 685196415 665477806 25184555 105695412 11184555 785173218 701090065 -103304663 75648027 7955623 665477806 273115346 395670162 36874719 4570162 701090065 1.00000 0 0 18722247 9901756 8820491 5384818 4722205 662613 2529533 2529533 0 9483104 1301120 C ALTERNATIVE INVESTMENTS 269337405 F 270638525 DEFERRED RENTAL INCOME FROM SUBLEASE 693480 CAST LEASE DEPOSITS 526816 RIGHT OF USE LIABILITIES 57312009 58532305 X PART V, LINE 4: IN RECENT YEARS, THE BOARD OF DIRECTORS DESIGNATED A PORTION OF THE EXCESS OF REVENUES LESS EXPENSES TO BE ESTABLISHED AS A QUASI-ENDOWMENT. THE QUASI-ENDOWMENT SUPPORTS THE MISSION AND IS AVAILABLE: 1) TO ENSURE AIR'S LONG-TERM, FINANCIAL STRENGTH AND LIQUIDITY, 2) TO SUPPORT THE NEEDS OF NON-RECURRING TRANSACTIONS SUCH AS ACQUISITION ACTIVITY, AND 3) TO FUND SELF-SPONSORED RESEARCH AND GRANT-MAKING INITIATIVES THAT ADVANCE AIR'S MISSION AND ARE OTHERWISE NOT FUNDED BY OTHER SOURCES. PART X, LINE 2: AIR IS SUBJECT TO INCOME TAX REGULATIONS APPLICABLE TO THE TAX STATUS OF ITS SUBSIDIARIES AS DETERMINED BY THE INTERNAL REVENUE CODE (IRC) OR APPLICABLE FOREIGN AUTHORITY. IRC SECTION 501(C)(3) EXEMPTS MOST OF AIR'S NON-PROFIT OPERATIONS FROM INCOME TAX EXCEPT FOR UNRELATED BUSINESS INCOME (UBI). CURRENT IRC PROVISIONS SUBJECT AIR TO EXCISE TAX ON COMPENSATION PAID TO INDIVIDUALS THAT EXCEEDS STATUTORY THRESHOLDS AND INCOME TAX ON EARNINGS FROM CERTAIN LIMITED PARTNERSHIPS OWNED AS LONG-TERM INVESTMENTS. MANAGEMENT HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY DOMESTIC AND INTERNATIONAL TAXING AUTHORITIES. THERE ARE NO DOMESTIC EXAMINATIONS IN PROGRESS. EXAMINATIONS BY INTERNATIONAL TAX AUTHORITIES OCCUR PURSUANT TO RELATED STATUTES. MANAGEMENT RECORDS ESTIMATES FOR SUCH TAX EXPOSURES WHICH HAVE HISTORICALLY BEEN IMMATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, ENDOWMENT FUNDS: THE QUASI ENDOWMENT WAS RESTATED IN THE 2023 AUDITED FINANCIAL STATEMENTS TO EXCLUDE INTERNAL INVESTMENT EXPENSES AND MATCH LONG-TERM INVESTMENTS. THIS CHANGE WAS MADE ON THE 990 FOR CONSISTENCY. IN THE CHART, WE ADJUSTED BALANCES SO THAT THE QUASI-ENDOWMENT WOULD MATCH LONG-TERM INVESTMENTS AS PRESENTED ON THE AUDITED FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 11 PROGRAM SERVICES SEE SCHEDULE F, PART V 831250 NORTH AMERICA 1 112 PROGRAM SERVICES SEE SCHEDULE F, PART V 6359172 SOUTH AMERICA 0 1 PROGRAM SERVICES SEE SCHEDULE F, PART V 2996 EAST ASIA AND THE PACIFIC 0 11 PROGRAM SERVICES SEE SCHEDULE F, PART V 234266 SOUTH ASIA 0 4 PROGRAM SERVICES SEE SCHEDULE F, PART V 108226 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES SEE SCHEDULE F, PART V 90471 SUB-SAHARAN AFRICA 1 67 PROGRAM SERVICES SEE SCHEDULE F, PART V 3146227 EUROPE (INCLUDING ICELAND & GREENLAND) 1 51 PROGRAM SERVICES SEE SCHEDULE F, PART V 1083566 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 644825 SOUTH ASIA 0 0 GRANTMAKING 9635 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 12500 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 106562150 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 3319452 3 258 0 0 3 258 11856174 110548562 122404736 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 489380 FUND TRANSFERS 0 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 146170 FUND TRANSFERS 0 SUB-SAHARAN AFRICA SEE SCHEDULE F, PART V 6400 FUND TRANSFERS 0 SOUTH ASIA SEE SCHEDULE F, PART V 8084 FUND TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SEE SCHEDULE F, PART V 12500 FUND TRANSFERS 0 3 2 1 0 1 1 1 1 PART I, LINE 2: AIR'S ACTIVITIES OUTSIDE THE UNITED STATES CONSIST OF: 1) THE IMPLEMENTATION, MONITORING, EVALUATION, OVERSIGHT, AND ADMINISTRATION OF SPONSORING AGENCY PROGRAMS IN DEVELOPING COUNTRIES, AS DETERMINED BY THE APPLICABLE CONTRACT OR GRANT AWARDED TO AIR; AND 2) INVESTMENT, AS A LIMITED PARTNER, IN LONG-TERM PRIVATE PARTNERSHIPS DOMICILED IN THE SPECIFIED REGIONS. SCHEDULE F, PART I, COLUMN E - PROGRAM SERVICES IN FOREIGN REGION: DURING 2023, AIR WAS IMPLEMENTING PROGRAMS SPONSORED BY U.S. AND INTERNATIONAL DEVELOPMENT AID AGENCIES AND ORGANIZATIONS IN COUNTRIES INCLUDING, BUT NOT LIMITED TO, BOSNIA, ETHIOPIA, KENYA, AND MEXICO. IN PROGRAM IMPLEMENTATION, AIR WORKS WITH IN-COUNTRY MINISTRIES OF EDUCATION, LABOR, AND CITIZEN STAKEHOLDERS, INCLUDING CHILDREN, FAMILIES, TEACHERS, AND COMMUNITY LEADERS, TO REDUCE IMPEDIMENTS TO AND IMPROVE EDUCATIONAL, WORKFORCE AND OTHER OUTCOMES IN DEVELOPING COUNTRIES. SCHEDULE F, PART II, COLUMN D - PURPOSE OF FOREIGN GRANTS: CONSISTENT WITH ITS MISSION, DURING 2023, AIR AWARDED GRANTS TO ORGANIZATIONS OUTSIDE THE US TO: (1) SUPPORT IMPLEMENTATION, SCALE-UP, AND EVALUATION OF A RURAL EDUCATION PROGRAM IN ZAMBIA THAT AIMS TO IMPROVE THE QUALITY AND COST-EFFECTIVENESS OF EDUCATION FOR LOW-INCOME CHILDREN IN ZAMBIA AND THROUGHOUT THE WORLD. (2) PROVIDE EVIDENCE REGARDING THE IMPLEMENTATION AND IMPACT OF WOMEN FOR WOMEN INTERNATIONAL'S CHANGE AGENT PROGRAM IN THE DEMOCRATIC REPUBLIC OF CONGO IN ORDER TO EFFECTIVELY INFORM ITS SCALE UP. (3) TO ADDRESS SYSTEMATIC INEQUITY AND INCREASE OPPORTUNITIES FOR PEOPLE AND COMMUNITIES; SPECIFICALLY TO SUPPORT YOUNG RESEARCHERS IN THE BEHAVIORAL AND SOCIAL SCIENCE RESEARCH FIELDS IN TANZANIA. (4) TO SUPPORT A STUDY OF THE IMPACTS OF INEQUITIES IN ACCESS TO LANGUAGE OF EDUCATION ON EDUCATIONAL ACHIEVEMENT IN INDIA. (5) CHARITABLE DONATION TO SUPPORT THE NORWEGIAN REFUGEE COUNCIL'S WORK IN SYRIA. SCHEDULE F, PART IV, LINE 6 - BOYCOTTED COUNTRY DISCLOSURE: FROM MID-2021 TO JANUARY 2024, AIR HAD A RESEARCH PROJECT IN LEBANON. THE PROJECT WAS STAFFED BY US EMPLOYEES WHO PERFORMED ALMOST ALL THE WORK. TWO EMPLOYEES TRAVELED TO LEBANON, ONE ONCE AND THE OTHER TWICE, OVER THE COURSE OF THE PROJECT. IN ADDITION, A LEBANESE CONTRACTOR WHO PROVIDED AN ON-THE-GROUND PRESENCE, PERFORMED A SMALL PORTION OF THE WORK. X X 1 KONEKTID INTERNATIONAL 1031 33RD STREET SUITE 174 DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 72789 0 PRICEWATERHOUSE COOPERS 4040 W BOY SCOUT BOULEVARD TAMPA FL 33607 SEE SCHEDULE G, PART IV 0 0 70744 0 POLICY TRANSLATION LLC 9507 THORNHILL RD SILVER SPRING MD 20901 SEE SCHEDULE G, PART IV 0 0 41160 0 LOIS TARDIO 2223 WILLIAMS STREET DENVER CO 80205 SEE SCHEDULE G, PART IV 0 0 35428 0 GREEN DREAM INTERNATIONAL 32 W 8TH ST SUITE 607 ERIE PA 16501 SEE SCHEDULE G, PART IV 0 0 31800 0 JAKOB ROSENSTEIN 2823 LEONARD LN NORTH AURORA IL 60542 SEE SCHEDULE G, PART IV 0 0 27788 0 CAROLYN L CRABTREE 4443 AUDREE LN NE BREMERTON WA 98310 SEE SCHEDULE G, PART IV 0 0 26825 0 JESSICA E MALONEY 279 MAIN ST BOXFORD MA 01921 SEE SCHEDULE G, PART IV 0 0 25236 0 JAMIE HOPE HOLBROOK 1603 N EDGEMONT ST 208 LOS ANGELES CA 90027 SEE SCHEDULE G, PART IV 0 0 20376 0 TRANSPERFECT TRANSLATIONS 1250 BROADWAY 32ND FL NEW YORK NY 10001 SEE SCHEDULE G, PART IV 0 0 15827 0 367973 AK CA CO CT DC FL GA HI IL KS MA MD ME MI MN MO MS NC NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA KY SCHEDULE G, PART 1, LINE 2B, COLUMN II - ACTIVITY OF FUNDRAISERS: PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS AND TO APPLY FOR GRANTS AND CONTRACTS THAT ADVANCE AIR'S MISSION. THE COSTS PRIMARILY CONSIST OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. AIR STAFF ARE NOT HIRED SPECIFICALLY FOR THESE FUNDRAISING ACTIVITIES BUT DO SPEND PORTIONS OF THEIR WORK EFFORT ON THEM. OCCASIONALLY AIR ALSO USES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE TOWARD THE FUNDRAISING ACTIVITIES. THE AMOUNT EXPENDED FOR FUNDRAISING VARIES ANNUALLY AND IS DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS RESULTING FROM FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE FUTURE YEARS. 1 AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 530196549 501 (C)(3) 25560 0 SUPPORT TO PROMOTE EQUITY FUNDING FOR SCHOOLS FACING ADVERSE HEALTH CIRCUMSTANCES AMERICAN YOUTH POLICY FORUM 1101 CONNECTICUT AVENUE NW 450 WASHINGTON DC 20036 311576455 501 (C)(3) 177750 0 SUPPORT FOR DEVELOPING POLICY ENVIRONMENTS AND EVIDENCE-BASED PRACTICES RESPONSIVE TO YOUTH NEEDS AYUDA INC 1990 K STREET NW SUITE 500 WASHINGTON DC 20006 520971440 501 (C)(3) 46000 0 SUPPORT FOR LEGAL, SOCIAL AND LANGUAGE SERVICES TO HELP LOW INCOME IMMIGRANTS AND REFUGEES ACCESS JUSTICE AND TRANFORM THEIR LIVES BOYS & GIRLS CLUBS OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON DC 20019 530236759 501 (C)(3) 7676 0 SPONSOR GREAT BIG KID EVENT BUILD INC 5100 WEST HARRISON ST CHICAGO IL 60644 237022085 501 (C)(3) 46000 0 GRANT TO CREATE OPPORTUNITIES FOR YOUTH TO ACCESS MENTAL HEALTH CARE AND CULTIVATE PEACE AND PROSPERITY ON CHICAGO'S WEST SIDE CENTER FOR POLICING EQUITY 1925 CENTURY PARK EAST SUITE 1700 LOS ANGELES CA 90067 814945849 501 (C)(3) 1303101 0 SUPPORT FOR POLICING EQUITY PROJECT CHURCH WORLD SERVICE 250 E ELIZABETH ST 102 HARRISONBURG VA 22802 134080201 501 (C)(3) 7613 0 SUPPORT FOR PROJECT TO RESETTLE AFGHAN REFUGEES COMMUNITY INITIATIVES 1000 BROADWAY 480 OAKLAND CA 94607 943255070 501 (C)(3) 38476 0 SUPPORT FOR PROJECT ON SCHOOL ATTENDANCE POLICIES DEVELOPMENT IN GARDENING (DIG) 1270 CAROLINE ST SUITE D120-312 ATLANTA GA 30307 204708212 501 (C)(3) 46000 0 GRANT TO FOSTER CLIMATE RESILIENCE AMONG MARGINALIZED PEOPLE IN RURAL KENYA THRU GARDENING, COMMUNITY MENTORSHIP AND ENTREPRENSHIP DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16 FLOOR NEW YORK NY 10006 133433452 501 (C)(3) 15000 0 SUPPORT FOR EMERGENCY RELIEF AND GENERAL SUPPORT FUND EDUCATION NORTHWEST 1417 NW EVERETT ST SUITE 310 PORTLAND OR 97209 930553346 501 (C)(3) 27750 0 SUPPORT FOR PROJECT TO IMPROVE EQUITY THROUGH BETTER INDIGENOUS STUDENT ID POLICIES & PRACTICES EVALUATION STUDIO 449 44TH ST OAKLAND CA 94609 824653760 S-CORP 15728 0 EVALUATION OF OAKLAND & RICHMOND CALIFORNIA'S OPPORTUNITY & ACCOUNTABILITY BOARD FUNDERS TOGETHER TO END HOMELESSNESS INC 10 ADELINE ROAD BEVERLY MA 01915 273033048 501 (C)(3) 35000 0 SUPPORT FOR FUND FOR WORKFORCE EQUITY PROGRAM GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501 (C)(3) 212500 0 PROVIDE RESEARCH GRANT TO THE CENTER FOR INNOVATIONS IN COMMUNITY SAFETY AT THE GEORGETOWN LAW CENTER GUILFORD COUNTY SCHOOLS PO BOX 10208 GREENSBORO NC 274020880 561839830 501 (C)(3) 13112 0 SUPPORT FOR PROJECT TO IMPROVE PANDEMIC RECOVERY EFFORTS IN EDUCATION AGENCIES INSTITUTE FOR AMERICAN POLICE REFORM INC 226 E GAY STREET 56 LEBANON TN 37087 852298745 501 (C)(3) 1699068 0 GENERAL SUPPORT FOR FUTHERANCE OF GRANTEE'S MISSION TO FOSTER SUSTAINED COLLABORATION AND SHARED OWNERSHIP OF PUBLIC SAFETY MUSLIM COMMUNITY CENTER 15200 NEW HAMPSHIRE AVE SILVER SPRING MD 20905 521072792 501 (C)(3) 10000 0 SUPPORT FOR PROJECT TO RESETTLE AFGHAN REFUGEES NATIONAL INSTITUTE FOR CRIMINAL JUSTICE REFORM 4900 SHATTUCK AVE 3817 OAKLAND CA 94609 815269212 501 (C)(3) 155829 0 SUPPORT FOR THE NEIGHBORHOOD OPPORTUNITY & ACCOUNTABILITY BOARD NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501 (C)(3) 94194 0 SUPPORT FOR A NEW RESEARCHER-PRACTITIONER PARTNERSHIP BETWEEN NORTHEASTERN UNIVERSITY'S DUKAKIS CENTER FOR URBAN AND REGIONAL POLICY AND THE CITY OF BOSTON'S DEPARTMENT OF YOUTH ENGAGEMENT AND EMPLOYMENT PUBLIC SCHOOLS OF HAWAII FOUNDATION PO BOX 4148X HONOLULU HI 96812 880243449 501 (C)(3) 10000 0 SUPPORT OF MAUI PUBLIC SCHOOLS IMPACTED BY WILDFIRES DISASTER RENNIE CENTER FOR EDUCATION RESEARCH & POLICY 114 STATE STREET BOSTON MA 02109 510548106 501 (C)(3) 87187 0 SUPPORT FOR CAMPUS WITHOUT WALLS SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS (SREE) 6003 EXECUTIVE BLVD ROCKVILLE MD 20852 264739791 501 (C)(3) 46110 0 GENERAL SUPPORT, CONFERENCE SPONSORSHIP AND OFFICE SUPPORT FOR FACILITY SOUTHERN WORD INC 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 37203 263547391 501 (C)(3) 6000 0 SUPPORT FOR YOUTH ENGAGEMENT PROGRAMS AND EVENTS THE CAMPBELL COLLABORATION 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 233066027 501 (C)(3) 360000 0 GENERAL SUPPORT FOR FURTHERENCE OF GRANTEE'S MISSION OF PROMOTING A POSTIVE SOCIAL AND ECONCOMIC CHANGE THRU THE PRODUCTION AND USE OF SYSTEMATIC REVIEWS AND OTHER EVIDENCE SYNTHESIS OR EVIDENCE BASED POLICY AND PRACTICE TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVE 4TH FL BOSTON MA 02215 042103547 501 (C)(3) 100428 0 SUPPORT FOR CAMPUS WITHOUT WALLS UNIVERSITY OF MEMPHIS 276 ADMINISTRATION BULDING MEMPHIS TN 38152 620648618 501 (C)(3) 135718 0 SUPPORT PROJECT TO BUILD, DEVELOP & CUSTOMIZE AN INTELLIGENT TUTORING SYSTEM INTO PER SCHOLAS' TRAINING PROGRAM UNIVERSITY OF NORTH CAROLINA CHAPEL HILL 103 SOUTH BUILDING CAMPUS BOX 9100 CHAPEL HILL NC 27599 566001393 501 (C)(3) 33110 0 SUPPORT PROJECT TO EXPLORE WHETHER SOCIAL & EMOTIONAL LEARNING PROGRAMMING & STRATEGIES WORK FOR ALL STUDENTS WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVENUE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501 (C)(3) 12500 0 SUPPORT FOR GENERAL OPERATIONS, MIDDLE EAST CRISIS AND EARTHQUAKE RELIEF EFFORTS 27 1 FELLOWSHIPS 8 361000 PART I, LINE 2: GRANT AWARDS OF $5,000 OR LESS IN THE AGGREGATE ARE NOT REPORTED HEREIN PURSUANT TO THE APPLICABLE PROVISION OF THE INTERNAL REVENUE SERVICE CODE. AIR MAKES A FEW RESTRICTED GRANTS OR PROVIDES NON-CASH SUPPORTS TO MISSION-BASED ORGANIZATIONS, ANNUALLY, THAT ARE GREATER THAN $20,000. RECIPIENT ORGANIZATIONS MUST HAVE A PURPOSE THAT IS ALIGNED TO AIR'S MISSION. APPLICANTS MUST SUBMIT GRANT PROPOSALS DETAILING THE COST AND ACTIVITIES TO BE SUPPORTED BY AN AWARD. FOLLOWING AWARD, GRANTEES ARE REQUIRED TO PROVIDE PERIODIC AND FINAL PROGRESS REPORTS RELATED TO THE GRANT ACTIVITIES AND ACHIEVEMENTS. X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 PATRICIA GURIN BD AND CMTE MEMBER, BD CHAIR 162000 0 0 0 0 0 0 0 0 0 162000 0 0 0 DAVID MYERS CEO 794590 0 817600 0 579080 0 23100 0 27004 0 2241374 0 0 0 JESSICA HEPPEN PRESIDENT 517731 0 125000 0 5476 0 23100 0 13753 0 685060 0 0 0 MARIJO AHLGRIMM TREASURER, EXEC. VP & CFO 490194 0 216500 0 135180 0 23100 0 4503 0 869477 0 0 0 DONA KILPATRICK SECRETARY, GENERAL COUNSEL 287147 0 6787 0 33883 0 20652 0 28123 0 376592 0 0 0 DWAYNE NORRIS END 2123 EXEC VP & CHIEF PEOPLE OFFICER 48372 0 78600 0 794185 0 3544 0 6909 0 931610 0 0 0 DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 330054 0 77800 0 101170 0 19845 0 13762 0 542631 0 0 0 DAVID BAKER END 91223 SR VP, HEALTH DIVISION 234458 0 79600 0 121633 0 17142 0 40242 0 493075 0 0 0 TIMOTHY B HILL VICE PRESIDENT, HEALTH 294175 0 64400 0 53354 0 20592 0 3902 0 436423 0 0 0 JULIE R KOCHANEK SR VP, HUMAN SERVICES 285525 0 56100 0 5822 0 20919 0 42172 0 410538 0 0 0 LESLEY A SEPANLOO SR VP, HUMAN RES & WORKPLACE MGMT 287710 0 48800 0 780 0 19303 0 4747 0 361340 0 0 0 JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 279983 0 42000 0 12933 0 19629 0 4316 0 358861 0 0 0 DAVID OSHER VP & INSTITUTE FELLOW 377106 0 7500 0 47066 0 23100 0 31531 0 486303 0 0 0 MICHAEL GARET VP & INSTITUTE FELLOW 366450 0 25000 0 47066 0 21414 0 14873 0 474803 0 0 0 MAKINI NYANTEH CCO AND SR VP - COMMUNICATIONS 318764 0 88000 0 1794 0 20696 0 25694 0 454948 0 0 0 LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 286490 0 44400 0 50115 0 20783 0 39848 0 441636 0 0 0 SUSAN BASEMAN VP, HEALTH 267206 0 50800 0 60447 0 17711 0 31702 0 427866 0 0 0 PART I, LINE 1A AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR PERSONS LISTED ON PART VII, SECTION A, LINE 1A. WHEN SUPPORTED BY A MEDICAL PURPOSE OR BUSINESS NEED. AIR LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY TO THE ORGANIZATION. CHARGES ON CREDIT CARDS ARE SUBJECT TO LIMITS. CHARGES ON CARDS WITH CORPORATE LIABILITY ARE REVIEWED AND RECONCILED REGULARLY FOR APPROPRIATENESS OF THE BUSINESS PURPOSE. OCCASIONAL, INFREQUENT USES FOR PERSONAL PURPOSES ARE DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. WITH RARE FREQUENCY, TRAVEL MAY BE PROCURED FOR, AND REIMBURSED BY, COMPANIONS. PART I, LINES 4A-B CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED COMPENSATION PLAN PURSUANT TO ADVANCE APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PLAN PROVIDES THE PARTICIPANTS WITH THE ABILITY TO EARN THE EQUIVALENT OF THE ANNUAL RETIREMENT CONTRIBUTION THAT WOULD HAVE BEEN RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN STATUTORILY LIMITED. CERTAIN CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION. PART I, LINE 7 IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN, APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS, THAT USES VARIABLE COMPENSATION TO RECOGNIZE NON-OFFICER AND OFFICER EMPLOYEES FOR EXCEPTIONAL CONTRIBUTION TO OVERALL ORGANIZATIONAL PERFORMANCE. THE BONUS PLAN FOR CERTAIN OFFICER AND KEY EMPLOYEE ROLES IS BASED ON PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. ALL EMPLOYEES ARE ALSO ELIGIBLE TO EARN VARIABLE COMPENSATION. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS. SCHEDULE J, PART II, COLUMN B, C & D: ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: SCHEDULE J, PART I, LINE 4B REFLECTS THE FOLLOWING: PAYMENTS IN 2023 OF: $523,361 TO DAVID MYERS, $90,382 TO MARIJO AHLGRIMM, $120,700 TO DWAYNE NORRIS, $50,000 TO TIMOTHY HILL, $100,000 TO DAVID SEIDENFELD, AND $15,000 TO SUSAN BASEMAN MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS. SEPARATION PAYMENTS IN 2023 OF $491,375 FOR DWAYNE NORRIS AND $70,854 FOR DAVID BAKER. CASH LEAVE PAYMENTS IN 2023 OF $69,970 FOR DWAYNE NORRIS AND $46,917 FOR DAVID BAKER. DEFERRED COMPENSATION PAYMENTS IN 2023 OF $78,031 FOR DWAYNE NORRIS. EFFECTIVE IN 2023 AIR ADDED A NEW BENEFIT, RETIREMENT TRANSITION BENEFIT PAYMENT. PAYMENTS WERE AS FOLLOWS: $39,650 MARIJO AHLGRIMM, $4,307 JESSICA HEPPEN, $28,735 DONA KILPATRICK, $39,650 DAVID MYERS, $33,550 DWAYNE NORRIS, $2,468 JULIE R. KOCHANEK, $7,785 JOSEPH WAGNER, $39,650 DAVID OSHER, $39,650 MICHAEL GARET, $39,237 LAWRENCE FRIEDMAN, $35,540 SUSAN BASEMAN. IAN HILL FAMILY MEMBER OF TIMOTHY HILL, KEY EMPLOYEE 38541 EMPLOYEE WAGES 0 CRAIG REED FAMILY MEMBER OF JULIE KOCHANEK, KEY EMPLOYEE 150278 CRAIG REED HAS A 49% OWNERSHIP INTEREST IN RESEARCH FIRM TRAC MEDIA, WHICH IS A SUBCONTRACTOR TO AIR ON SOME PROJECTS. 0 PART III, LINE 1 MISSION & SIGNIFICANT ACTIVITIES: AIR'S MISSION IS TO GENERATE AND USE RIGOROUS EVIDENCE THAT CONTRIBUTES TO A BETTER, MORE EQUITABLE WORLD. AIR'S VISION IS TO BE A PREMIER RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE ORGANIZATION, GUIDED BY PRINCIPLES OF ETHICAL DECISION-MAKING, COLLABORATIONS, INCLUSION, AND INNOVATION. TOWARD THIS VISION, SPECIFICALLY, AIR: - INFORMS IMPROVEMENTS TO EDUCATION, HEALTH, WORKFORCE DEVELOPMENT AND RELATED SOCIAL SCIENCES AREAS. - COLLABORATES WITH ORGANIZATIONS, POLICYMAKERS, AND PRACTITIONERS TO ADOPT EVIDENCE-BASED PRACTICES. - PARTNERS GLOBALLY AND LOCALLY WITH OTHER ORGANIZATIONS AND COMMUNITIES; AND, - INTEGRATES EXPERTISE IN SUBSTANTIVE AND POLICY ARENAS, RESEARCH AND EVALUATION, AND THE IMPLEMENTATION OF EVIDENCE-BASED PRACTICES AND INTERVENTIONS. FORM 990, PART VI, SECTION B, LINE 11B 1. THE FORM 990 IS PREPARED INTERNALLY UNDER THE GUIDANCE OF THE CHIEF EXECUTIVE OFFICER (CEO)/PRESIDENT AND CHIEF FINANCIAL OFFICER (CFO)/TREASURER. 2. THE FORM 990 IS REVIEWED BY THE CFO/TREASURER, THE CHIEF LEGAL OFFICER, AND THE SVP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED FOR REVIEW TO THE CEO/PRESIDENT AND MEMBERS OF THE AUDIT AND COMPENSATION COMMITTEES. 3. THE FORM 990 IS REVIEWED BY THE AUDIT AND HUMAN RESOURCES & COMPENSATION COMMITTEES OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, AIR REQUIRES THE MEMBERS OF ITS BOARD OF DIRECTORS, OFFICERS, EXECUTIVES, AND KEY LEADERS TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. REQUIRED DISCLOSURES INCLUDE THE EXTENT OF ANY RELATIONSHIP, OWNERSHIP INTEREST, CONTROL OR TRANSACTION WHICH MAY POSE AN ACTUAL OR PERCEIVED CONFLICT THAT COULD IMPACT AIR'S OPERATIONS OR INDEPENDENCE. THE DISCLOSURES ARE REVIEWED AND ADJUDICATED BY THE GENERAL COUNSEL AND ETHICS OFFICER AND THE CHIEF FINANCIAL OFFICER. INTERNAL CONTROLS HAVE BEEN ESTABLISHED IN AIR'S OPERATIONS TO ENSURE THAT TRANSACTIONS WITH RELATED PARTIES, IF ANY, ARE IDENTIFIED AND REVIEWED IN ADVANCE BY THE BOARD OF DIRECTORS AND APPROVED FOR EXECUTION INCLUSIVE OF ARMS-LENGTH THRESHOLDS. LASTLY, ALL EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CODE OF CONDUCT, WHICH PROVIDES GUIDANCE ON CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION, FRINGE BENEFITS, AND RELATED POLICIES FOR THE INDIVIDUALS LISTED HEREIN ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE COMPENSATION COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. ANNUALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PERFORM COMPARABILITY REVIEWS OF EXECUTIVE COMPENSATION USING EXTERNALLY PUBLISHED DATA. THIS INFORMATION IS CONSIDERED IN THE DETERMINATION OF TOTAL COMPENSATION FOR THESE INDIVIDUALS AND INCLUDES THE COMMITTEE'S REVIEW OF THE EXECUTIVE'S ANNUAL PERFORMANCE. THE CONTENT OF COMMITTEE MEETINGS INVOLVING COMPENSATION DECISIONS ARE CODIFIED IN TIMELY, WRITTEN SUMMARIES AND MADE AVAILABLE UPON REQUEST TO AUTHORIZED PARTIES. COMPENSATION OF NON-OFFICER KEY EMPLOYEES IS NOT SET BY THE COMPENSATION COMMITTEE BUT IS REVIEWED AND APPROVED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER USING THE SAME METHODOLOGY INVOLVING COMPARISON TO EXTERNALLY AVAILABLE MARKET DATA AND PERFORMANCE FACTORS AS DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR MAKES AUDITED FINANCIAL STATEMENTS AND ITS CONFLICT-OF-INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 1A, EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE BOARD CHAIR AND THE CHAIRS OF THE AUDIT, EQUITY INITIATIVE, FINANCE, GOVERNANCE, HUMAN RESOURCES/COMPENSATION, INVESTMENT, AND MERGERS AND ACQUISITIONS COMMITTEES. THE EXECUTIVE OFFICER IS ALSO ON THE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMMISSIONED WITH EXERCISING THE POWERS AND AUTHORITY OF THE FULL BOARD WHEN THE FULL BOARD IS NOT IN SESSION AND WHEN IT IS NOT PRACTICAL OR POSSIBLE FOR THE FULL BOARD TO CONVENE A MEETING. A QUORUM IS DEFINED AS FOUR (4) MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 10,095,254. MANAGEMENT AND GENERAL EXPENSES 4,626,796. FUNDRAISING EXPENSES 169,015. TOTAL EXPENSES 14,891,065. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 1,637,146. MANAGEMENT AND GENERAL EXPENSES 566,815. FUNDRAISING EXPENSES 68,930. TOTAL EXPENSES 2,272,891. HONORARIA: PROGRAM SERVICE EXPENSES 3,263,337. MANAGEMENT AND GENERAL EXPENSES 890,572. FUNDRAISING EXPENSES 669. TOTAL EXPENSES 4,154,578. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 78,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,380. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 44,019,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,019,309. RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 259,450. MANAGEMENT AND GENERAL EXPENSES 46,962. FUNDRAISING EXPENSES 20,077. TOTAL EXPENSES 326,489. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 32,187. TOTAL EXPENSES 32,187. FORM 990 PART I, 16B AND PART IX, COLUMN (D) FUNDRAISING: FUNDRAISING CONSISTS OF THE COSTS INCURRED TO RESPOND TO POTENTIAL CUSTOMERS' REQUESTS FOR PROPOSALS. IT PRIMARILY CONSISTS OF INTERNAL LABOR AND AN ALLOCATION OF FRINGE BENEFITS AND OVERHEAD IN PROPORTION TO THE LABOR. THE STAFF ARE NOT HIRED SPECIFICALLY FOR THIS FUNDRAISING ACTIVITY BUT OCCASIONALLY SPEND A PORTION OF THEIR WORK EFFORT DEDICATED TO THE OBJECTIVE. OCCASIONALLY AIR UTILIZES OUTSIDE CONSULTANTS TO PROVIDE TECHNICAL ASSISTANCE IN THE WRITING OF SERVICE SOLUTIONS. THE AMOUNT EXPENDED FOR THESE ACTIVITIES VARIES ANNUALLY AND DIRECTLY BASED ON THE PROGRAMMATIC NEEDS OF THE AGENCY CUSTOMERS SERVED BY AIR'S MISSION. MOST AWARDS THAT RESULT FROM THIS ANNUAL FUNDRAISING ACTIVITY WILL GENERATE REVENUE FOR MULTIPLE FUTURE YEARS. FORM 990, PART IX, LINE 11F INVESTMENT FEES: INVESTMENT FEES CONSIST OF THE EXTERNAL ADMINISTRATIVE COSTS INCURRED IN MANAGING THE QUASI-ENDOWMENT, AND ARE NOT CONTINGENT ON FINANCIAL PERFORMANCE. FEES CHARGED BY FUND MANAGERS ARE REPORTED AS PART OF UNREALIZED RETURNS OF THE UNDERLYING INVESTMENT HOLDINGS, AND ARE INCLUDED ON PART XI, LINE 5. FORM 990, PART IV, LINE 12 & PART XII, LINE 2B AUDITED FINANCIAL STMTS: AIR PREPARES THE CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE THE ORGANIZATION AND ITS AFFILIATES. THE FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT AUDITORS ON AN ANNUAL BASIS. FORM 990 PART XII, LINE 2C AUDIT OVERSIGHT: AIR HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. IMPAQ INTERNATIONAL LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522273877 SEE SCHEDULE R, PART VII MD 0 17490514 AIR IMPAQ LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 364866143 SEE SCHEDULE R, PART VII MD AIR AMERICAN INSTITUTES FOR RESEARCH UK LIMITED 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS UK AIR 1 AIR INTERNATIONAL 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 753046958 SEE SCHEDULE R, PART VII DC 501(C)(3) 7 AIR 1 AIR EUROPE 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 SEE SCHEDULE R, PART VII GM AIR 1 AIR HOLDING COMPANY 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 522205344 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 284259 30451 1.00000 1 GROWTH TRANSITIONS INC TA MAHER&MAHER 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 223412300 SEE SCHEDULE R, PART VII NJ AMERICAN INSTITUTES FOR RESEARCH C 1.00000 1 KIMETRICA LLC 1400 CRYSTAL DRIVE 10TH FL ARLINGTON VA 22202 205000444 SEE SCHEDULE R, PART VII DE AMERICAN INSTITUTES FOR RESEARCH C 16391617 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 GROWTH TRANSITIONS INC TA MAHER&MAHER S 804174 ACTUAL COSTS INCURRED KIMETRICA LLC S 2508907 ACTUAL COSTS INCURRED KIMETRICA LLC R 866272 ACTUAL COSTS INCURRED AIR HOLDING COMPANY P 231937 ACTUAL COSTS INCURRED AIR HOLDING COMPANY R 443599 ACTUAL COSTS INCURRED AIR INTERNATIONAL P 2179652 ACTUAL COSTS INCURRED AIR INTERNATIONAL R 2926274 ACTUAL COSTS INCURRED SCHEDULE R, PART I, COLUMN B: IMPAQ INTERNATIONAL LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ INTERNATIONAL LLC. IMPAQ LLC - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH PRESENCE IN THE HEALTH AND WORKFORCE SECTORS WAS ACQUIRED BY AIR IN MAY 2020. AIR IS THE SOLE MEMBER OF IMPAQ LLC. SCHEDULE R, PART II, COLUMN B: AMERICAN INSTITUTES FOR RESEARCH UK LIMITED WAS ESTABLISHED FOR POTENTIAL BUSINESS DEVELOPMENT PURPOSES. AIR WAS THE SOLE MEMBER. THE ORGANIZATION WAS DISSOLVED IN 2023. AIR INTERNATIONAL PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. AIR IS THE SOLE MEMBER. A.I.R. EUROPE IS A NON-PROFIT ORGANIZED PURSUANT TO APPLICABLE PROVISIONS OF GERMANY FOR THE PURPOSE OF PURSUING OPPORTUNITIES FOR INTERNATIONAL DEVELOPMENT AND RESEARCH/EVALUATION ACTIVITIES WITH INTERNATIONAL SOVEREIGN GOVERNMENTS OR NON-PROFIT FUNDERS. AIR IS THE SOLE MEMBER. THE COMPANY IS CURRENTLY INACTIVE AND IN THE PROCESS OF BEING DISSOLVED. SCHEDULE R, PART IV, COLUMN B: AIR HOLDING COMPANY - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS. GROWTH TRANSITIONS INC. DBA MAHER & MAHER - A GLOBAL POLICY RESEARCH, ANALYTICS, AND IMPLEMENTATION ORGANIZATION WITH STRONG PRESENCE IN THE HEALTH AND WORKFORCE SECTORS ACQUIRED BY AIR IN MAY 2020. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. THE COMPANY FILED ITS FINAL TAX RETURN FOR 2022 AND IS IN THE PROCESS OF BEING DISSOLVED. KIMETRICA LLC WAS ACQUIRED BY AIR IN NOVEMBER 2020 AND PROVIDES RESEARCH, EVALUATION, AND TECHNICAL ASSISTANCE IN INTERNATIONAL SETTINGS. ALL CONTRACTS WERE NOVATED TO AIR EFFECTIVE JANUARY 1, 2022. THE COMPANY IS CURRENTLY INACTIVE.