2025-04-30T15:23:05-05:00 2024-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 474374655 POSTSECONDARY NATIONAL POLICY INSTITUTE POST 2024073172 1828 L STREET NW 300-E WASHINGTON DC 20036 MARYELLEN MCGUIRE PRESIDENT 2024073172 2025-04-29 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-04-29 2024 2025-03-06 01:10:19Z PNPI MARYELLEN MCGUIRE 1828 L STREET NW 300-E WASHINGTON DC 20036 437495 0 X PNPI.ORG X 2015 DC PNPI'S MISSION IS TO INCREASE THE KNOWLEDGE, CAPACITY, AND DIVERSITY OF FEDERAL POSTSECONDARY POLICYMAKERS, LEADERS, AND THINKERS. 5 5 8 7 0 0 1908749 327369 16580 77700 35344 32426 0 0 1960673 437495 0 0 0 0 927856 898324 0 0 43550 370191 376144 1298047 1274468 662626 -836973 1866637 1017909 354542 342787 1512095 675122 X PNPI'S MISSION IS TO INCREASE THE KNOWLEDGE, CAPACITY, AND DIVERSITY OF FEDERAL POSTSECONDARY POLICYMAKERS, LEADERS, AND THINKERS. 0 0 435174 0 0 PNPI HOSTED TWO IN-PERSON SEMINARS, ONE VIRTUAL BOOT CAMP, THREE IN-PERSON BRIEFINGS, AND FOUR VIRTUAL BRIEFINGS. THE SEMINARS FOCUSED ON ACCREDITATION AND ALTERNATE DELIVERY MODELS IN HIGHER ED. THE BOOT CAMP FOCUSED ON THE FEDERAL BUDGET AND APPROPRIATIONS PROCESS. THE VIRTUAL BRIEFINGS FOCUSED ON EXPERIMENTAL SITES, HIGHER EDUCATION RESEARCH, RECONCILIATION, AND A LEGISLATIVE UPDATE. THE IN-PERSON BRIEFINGS FOCUSED ON THE PNPI EXPLORER, PNPI'S HIGHER ED DATA TOOL. 222768 0 0 SMALLER MEETINGS WERE HELD WITH HIGHER EDUCATION STAKEHOLDERS AS A MEANS TO EXTEND OUR REACH AND EXPERTISE. PNPI ALSO CREATES AND PUBLISHES PRIMERS, MEMOS, AND FACTSHEETS ON POSTSECONDARY TOPICS AND HOSTS THE PNPI EXPLORER, A HIGHER EDUCATION DATA TOOL. 205482 0 77700 PNPI HOSTED TWO VIRTUAL COURSES, TWO VIRTUAL BOOT CAMPS, AND ONE IN-PERSON BOOT CAMPS FOR PROSPECTIVE POLICYMAKERS AND THE LARGER FEDERAL HIGHER EDUCATION COMMUNITY.ONE VIRTUAL COURSE FOCUSED ON FEDERAL STUDENT AID AND ONE FOCUSED ON GENERAL HIGHER EDUCATION ISSUES; ONE VIRTUAL BOOT CAMP FOCUSED ON PROGRAM INTEGRITY AND ONE FOCUSED ON STUDENTS' BASIC NEEDS; AND THE IN-PERSON BOOT CAMP FOCUSED ON FEDERAL STUDENT AID. VIRTUAL COURSES AND VIRTUAL AND IN-PERSON BOOT CAMPS PROVIDED PARTICIPANTS WITH AN OPPORTUNITY TO EXPAND THEIR CONTENT KNOWLEDGE WHILE NETWORKING WITH OTHERS.PNPI ALSO HOSTED SIX WORKSHOPS FOR INTERNS WORKING IN THE HIGHER EDUCATION POLICY SPACE. WORKSHOPS FOCUSED ON POSTSECONDARY DATA, NETWORKING, PEER COACHING, JOB SEARCHING, HOT TOPICS, AND THE LEGISLATIVE PROCESS. INTERN WORKSHOPS PROVIDED PARTICIPANTS WITH AN OPPORTUNITY TO EXPAND THEIR KNOWLEDGE, LEARN NEW SKILLS, AND NETWORK WITH OTHERS.ADDITIONALLY, PNPI HOSTED TWO SESSIONS FOR SENIOR LEADERS IN OUR LEADERSHIP DEVELOPMENT PROGRAM. ONE SESSION FOCUSED ON EXECUTIVE PRESENCE AND THE OTHER SESSION FOCUSED ON STUDENTS' PRACTICUMS THROUGH WHICH THEY DEMONSTRATED SKILLS GAINED OVER THE COURSE OF THE PROGRAM.PNPI HOSTED TWO SUMMER INTERNS. INTERNS ATTEND MEETINGS, DO RESEARCH, AND ASSIST WITH EVENTS. PNPI ALSO HOSTED ONE ALUMNI GATHERING. 863424 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 8 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X X ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 TERRELL HALASKA DUNN CHAIR (THROUGH 9/2024) 0.50 X X 0 0 0 ADRIAN HAUGABROOK VICE CHAIR (THROUGH 9/2024) 0.50 X X 0 0 0 JAMES BERGERON VICE CHAIR (AS OF 9/2024) 0.50 X X 0 0 0 LAURA PERNA TREASURER / CHAIR (AS OF 9/2024) 0.50 X X 0 0 0 RORY O'SULLIVAN TREASURER (AS OF 12/2024) 0.50 X X 1075 0 0 DENISE FORTE SECRETARY 0.50 X X 0 0 0 CRYSTAL GREEN BOARD MEMBER 0.50 X 0 0 0 MARYELLEN MCGUIRE PRESIDENT 40.00 X 251800 0 51339 ELIZABETH PRUETER CHIEF OF STAFF 40.00 X 163768 0 46043 416643 0 97382 2 0 1 0 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMINISTRATIVE / OPERATIONAL SERVICES 134000 1 327369 327369 CONSULTING REVENUE 900099 53059 53059 CONFERENCES/EVENTS 900099 24641 6141 18500 77700 32426 32426 437495 59200 0 50926 566596 396617 135874 34105 229506 177822 47431 4253 9433 6455 2801 177 45579 33271 11377 931 47210 34383 10929 1898 134000 134000 4350 4350 14514 9528 2827 2159 850 850 4436 773 3636 27 19153 9829 9324 1911 311 1600 45446 44956 490 147391 147202 189 2585 2585 DUES AND SUBSCRIPTIONS 818 737 81 HONORARIA AND GIFTS 600 600 STAFF TRAINING 90 90 1274468 863424 367494 43550 364248 0 802389 1017837 700000 0 0 72 1866637 1017909 354542 342787 354542 342787 X 1263072 675122 249023 0 1512095 675122 1866637 1017909 -836973 0 X 0 1 X 1 0 X X X 1 NEW VENTURE FUND 205806345 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: PNPI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS RECOGNIZES PNPI AS A TYPE I SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) AND IS CONTROLLED BY NVF. X X 0 0 0 0 0 0 0 1 0 MARYELLEN MCGUIRE PRESIDENT 251800 0 0 0 0 0 15600 0 35739 0 303139 0 0 0 ELIZABETH PRUETER CHIEF OF STAFF 155000 0 8768 0 0 0 9997 0 36046 0 209811 0 0 0 PART I, LINE 7 THE QUALIFICATION FOR AND THE AMOUNT OF THE CHIEF OF STAFF'S BONUS IS DETERMINED BY THE PRESIDENT BASED ON EXPECTATIONS ESTABLISHED DURING THE PRIOR YEAR'S EVALUATION PROCESS. SOME OF THESE EVALUATIONS REQUIRE THE USE OF DISCRETION, AND WOULD BE CONSIDERED A "NON-FIXED PAYMENT". FORM 990, PART V, LINE 2A: DURING THE 2024 CALENDAR YEAR, PNPI HAD 8 EMPLOYEES; THESE EMPLOYEES' FORM W-2S WERE ISSUED BY NEW VENTURE FUND (EIN: 20-5806345), THE COMMON PAYMASTER FOR PNPI. FORM 990, PART VI, SECTION A, LINE 3 DURING THE 2024 TAX YEAR, THE ORGANIZATION CONTRACTED WITH ARABELLA ADVISORS TO PROVIDE ALL ADMINISTRATIVE ACTIVITIES; PAYMENTS TO ARABELLA ADVISORS IN EXCHANGE FOR THESE SERVICES TOTALED $134,000 DURING 2024. FORM 990, PART VI, SECTION A, LINE 6 PNPI DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS ALSO DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE--INCLUDING ELECTING MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, PNPI HAS ONE SOLE MEMBER: NEW VENTURE FUND, A NONPROFIT ORGANIZED UNDER THE LAWS OF THE DISTRICT OF COLUMBIA AND EXEMPT FROM FEDERAL INCOME TAXATION AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST A MAJORITY OF THE DIRECTORS ARE APPOINTED BY NEW VENTURE FUND. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE COMPLETED FORM 990 FROM PNPI'S INDEPENDENT TAX ACCOUNTANT, THE ORGANIZATION'S MANAGEMENT REVIEWS A DRAFT OF THE FORM; ADJUSTMENTS ARE MADE AS NECESSARY. PNPI THEN SENDS OUT THE FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR WRITTEN APPROVAL; QUESTIONS ABOUT THE FORM 990 ARE ANSWERED BY PNPI'S PRESIDENT AND/OR THE INDEPENDENT TAX ACCOUNTANT VIA E-MAIL OR TELEPHONE. IF REQUESTED BY A BOARD MEMBER, A MEETING OF THE BOARD OF DIRECTORS IS CALLED FOR FURTHER DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON OF THE ORGANIZATION (WHICH INCLUDES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES) ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; (III) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND (IV) HAS COMPLETED THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. SHOULD A CONFLICT OF INTEREST ARISE, COVERED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD, COMMITTEE, OR BOARD'S DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIP. DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS THEN INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION (IF APPROPRIATE), WHETHER PNPI COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS, OR WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. PROCEEDINGS ARE RECORDED IN THE BOARD OR COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CHIEF OF STAFF'S SALARY ARE DETERMINED USING COMPENSATION COMPARISONS INCLUDING PAYSCALE, A PLATFORM USING DATA-INFORMED ALGORITHMS TO POWER COMPENSATION CALCULATIONS, AND A COMPENSATION SURVEY DISTRIBUTED AMONG PEERS. THE PRESIDENT'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH CHANGES CONTINGENT ON THE PRESIDENT HITTING PREVIOUSLY ESTABLISHED GOALS DURING THE ANNUAL EVALUATIVE PROCESS. COMPENSATION IS ALSO DETERMINED BY MEMBERS OF THE BOARD OF DIRECTORS' EXPERIENCE WITH EXECUTIVE COMPENSATION AS MEMBERS OF OTHER BOARDS AND/OR AS SENIOR EXECUTIVES IN OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PNPI'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 205806345 TO SUPPORT INNOVATIVE AND EFFECTIVE PUBLIC INTEREST PROJECTS DC 501(C)(3) LINE 7 N/A 0 TELESCOPE FUND 1050 CONNECTICUT AVENUE NW SUITE 50 WASHINGTON DC 20036 862577635 ADMINISTRATION OF DONOR ADVISED FUNDS DC 501(C)(3) LINE 7 NEW VENTURE FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0