2025-04-01T05:59:23-05:00 2024-06-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2023-07-01 521945674 AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES AMER 2023873760 1818 R STREET NW WASHINGTON DC 20009 LYNN PASQUERELLA PRESIDENT 2023873760 2025-03-28 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 3016529100 2025-03-27 2023 2025-03-06 01:10:19Z LYNN PASQUERELLA 1818 R STREET NW WASHINGTON DC 20009 28245505 0 X WWW.AACU.ORG X 1994 DC TO ADVANCE THE VITALITY AND PUBLIC STANDING OF LIBERAL EDUCATION. 25 24 66 34 28614 19198 4684109 5158938 10059750 10078889 306960 582614 3380 25465 15054199 15845906 1400991 1090439 0 0 7017107 8095713 0 0 374379 6431509 6791483 14849607 15977635 204592 -131729 21674851 23032485 5233731 6375882 16441120 16656603 X AAC&U ADVANCES THE DEMOCRATIC PURPOSES OF HIGHER EDUCATION BY PROMOTING EQUITY, INNOVATION, AND EXCELLENCE IN LIBERAL EDUCATION. 0 0 5106700 1090439 GRANT FUNDED PROGRAMS TO STUDY, RESEARCH AND ADDRESS COMMON EDUCATIONAL ISSUES AS WELL AS TARGETED AREAS OF CONCERN, IN EFFORTS TO ADVANCE THE BROAD INDIVIDUAL AND SOCIETAL PURPOSES OF LIBERAL EDUCATION. 2361260 112500 PROGRAMS TO STUDY AND RESEARCH COMMON EDUCATIONAL PROBLEMS AND ISSUES, IN EFFORTS TO ADVANCE THE BROAD INDIVIDUAL AND SOCIETAL PURPOSES OF LIBERAL EDUCATION. 2830306 4377047 MEETINGS AND OTHER COMMUNICATIONS OF THE ASSOCIATION WITH ITS MEMBERS REGARDING ISSUES AFFECTING HIGHER EDUCATION. THE ANNUAL MEETING, HELD EACH JANUARY, ATTRACTS OVER 1,300 ATTENDEES. SIX INSTITUTES AND FOUR TOPICAL MEETINGS WERE ALSO HELD. 643662 5538728 MEMBERSHIP SERVICES RECRUITS NEW MEMBERS, DEVELOPS STRATEGIES TO RETAIN MEMBERS, ASSESSES MEMBER SATISFACTION, ANSWERS MEMBER INQUIRIES, PREPARES MATERIALS CONCERNING MEMBER BENEFITS, AND MAINTAINS MEMBERSHIP RECORDS. 443145 44530 OTHER PROGRAM SERVICES: AAC&U PUBLICATIONS FOCUS ON TEACHING, LEARNING, CURRICULUM, AND ACADEMIC LEADERSHIP. JOURNALS AND OTHER MATERIALS ARE PUBLISHED TO PROVIDE THE MEMBERSHIP WITH INFORMATION ON METHODS OF EDUCATION. EACH ISSUE OF OUR THREE PERIODICALS IS DISTRIBUTED TO APPROXIMATELY 7,000 MEMBERS AND PAID SUBSCRIBERS. WE ALSO HAVE OVER 80 PUBLICATION TITLES AVAILABLE FOR SALE. 1104498 COMMUNICATIONS 2191305 5583258 12489571 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 242 0 1 66 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL IN KS KY MA MD ME MI MN MS NC NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X CHIFFON HAGGINS 2023873760 1818 R STREET NW WASHINGTON DC 20009 LYNN PASQUERELLA PRESIDENT 35.00 X X 747772 0 55885 MARY ANN VILLARREAL PAST CHAIR (THROUGH 1/2024) 5.00 X X 0 0 0 TIMOTHY EATMAN CHAIR 5.00 X X 0 0 0 JOHNATHAN ALGER VICE CHAIR 5.00 X X 0 0 0 DAVID WILSON TREASURER 5.00 X X 0 0 0 MARY DANA HINTON PAST CHAIR (UNTIL 01/2024) 5.00 X X 0 0 0 ADAM BUSH DIRECTOR 2.00 X 0 0 0 ANDREA CHAPDELAINE DIRECTOR 2.00 X 0 0 0 ANDREW REHFELD DIRECTOR 2.00 X 0 0 0 BRANDON BUSTEED PAST DIRECTOR (UNTIL 1/2024) 2.00 X 0 0 0 CHARLES M ROESSEL DIRECTOR 2.00 X 0 0 0 CHRISTINA CUTLIP DIRECTOR 2.00 X 0 0 0 DANA N BRYNE DIRECTOR 2.00 X 0 0 0 EDUARDO OCHOA DIRECTOR 2.00 X 0 0 0 ELIZABETH HOWE BRADLEY PAST DIRECTOR (UNTIL 1/2024) 2.00 X 0 0 0 FREDERICK LAWRENCE DIRECTOR 2.00 X 0 0 0 JESSICA RIDDELL DIRECTOR 2.00 X 0 0 0 LANISA KITCHINER DIRECTOR 2.00 X 0 0 0 MARCO BARKER DIRECTOR 2.00 X 0 0 0 MIKE FLORES DIRECTOR 2.00 X 0 0 0 NANCY CABLE PAST DIRECTOR (UNTIL 1/2024) 2.00 X 0 0 0 PAMELA EDDINGER DIRECTOR 2.00 X 0 0 0 PATRICIA A MARSHALL DIRECTOR 2.00 X 0 0 0 RANA SOBH DIRECTOR 2.00 X 0 0 0 RANDY WILLIAMS DIRECTOR 2.00 X 0 0 0 ROSLYN CLARK ARTIS DIRECTOR 2.00 X 0 0 0 SANTA ONO DIRECTOR 2.00 X 0 0 0 SUZANNE JOHNSON DIRECTOR 2.00 X 0 0 0 SUZANNE M RIVERA DIRECTOR 2.00 X 0 0 0 YVES SOLOMON-FERNANDEZ DIRECTOR 2.00 X 0 0 0 MELVINA NORRIED-THOMAS VP, HUMAN RESOURCES, ADMINISTRATION 35.00 X 220443 0 41675 TIA MCNAIR VP, DIVERSITY, EQUITY AND STUDENT SU 35.00 X 225118 0 47393 KELLY MACK VP, UNDERGRAD STEM EDUCATION 35.00 X 226199 0 39462 KATHRYNE MCCONELL VP, CURRICULAR AND PEDAGOGICAL INNOV 35.00 X 174834 0 54349 DAWN WHITEHEAD VP, GLOBAL CITIZEN FOR CAMPUS 35.00 X 186622 0 33578 ASHLEY FINLEY VP, RESEARCH AND SENIOR ADVISOR 35.00 X 181487 0 30164 1962475 0 302506 19 0 1 0 STEVE KLEINROCK 2540 MASSACHUSETTS NW 304 WASHINGTON DC 20008 ARCHITECTURAL/CONSTRUCTION MANAGEMENT SE 410154 GPRA STRATEGIC MANAGEMENT INC 3929 SHAFTSBURY COURT WHITE PLAINS MD 20695 EVENT FACILITATION 306765 KATE WINTER EVALUATION 704 MEDINAH RD MELBOURNE FL 32940 EVALUATION CONSULTANT 182375 3 2695235 2463703 5158938 MEMBERSHIP DUES 900099 5235512 5235512 CONFERENCES 900099 4395047 4395047 MEETING SPONSORSHIPS 541800 291300 262686 28614 EDUCATIONAL PROGRAMS 900099 112500 112500 PUBLICATIONS 513120 44530 44530 10078889 449544 449544 2935 2935 12532669 12399599 133070 133070 133070 22530 22530 22530 15845906 10072805 28614 585549 X 647004 647004 435684 435684 7751 7751 1074457 740081 292905 41471 5311470 3647115 1459362 204993 488979 349540 120547 18892 793636 567321 195653 30662 427171 305358 105309 16504 18143 18143 67680 67680 14211 14211 2144108 1843928 298277 1903 122453 102815 8138 11500 620961 574743 44608 1610 772457 445837 326271 349 215608 1685 213923 392030 310971 74966 6093 1714310 1608874 94824 10612 54017 54017 71485 71485 EQUIPMENT 246034 244747 1287 MAINTENANCE & REPAIRS 79215 79215 STAFF SERVICES AND RELA 14855 7359 7496 OVERHEAD ALLOCATION 0 521546 -550861 29315 243916 127212 116229 475 15977635 12489571 3113685 374379 4966248 5449643 1670291 991078 196466 47061 482159 531873 2890822 1057843 995273 1832979 12628853 13549485 304207 152078 431354 478288 21674851 23032485 924761 1372723 2436397 2338114 1872573 2665045 5233731 6375882 X 13159474 14013995 3281646 2642608 16441120 16656603 21674851 23032485 X -131729 357067 -9855 X 0 1 X 1 1 1 X 2988441 3538477 7455420 4684109 5158938 23825385 9315131 8164639 8871347 9985919 10050285 46387321 12303572 11703116 16326767 14670028 15209223 70212706 0 0 0 70212706 184889 124761 182771 332660 452479 1277560 59837 43932 36669 57231 22021 219690 244726 168693 219440 389891 474500 1497250 4910 374571 42751 1877 22530 446639 12553208 12246380 16588958 15061796 15706253 72156595 0.97310 0.91170 0.02080 0.01790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 4,910. 2020 AMOUNT: $ 374,571. 2021 AMOUNT: $ 42,751. 2022 AMOUNT: $ 1,877. 2023 AMOUNT: $ 22,530. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232773 30974 1250 256 262241 213664 19109 232773 247013 -33349 213664 194638 58553 6178 247013 193871 4980 4213 194638 0.00000 0.44000 0.56000 0 0 96350 96350 2302479 900868 1401611 472015 136997 335018 19978 19978 0 1832979 REFUNDABLE ADVANCES 1839890 ACCRUED POST RETIREMENT MEDICAL BENEFITS 182177 DEFERRED COMPENSATION 478288 OPERATING LEASE LIABILITY 164690 2665045 X 16178907 357067 -9855 347212 15831695 14211 14211 15845906 15963424 0 15963424 14211 14211 15977635 PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT CONSISTS OF CONTRIBUTIONS FROM THE FORD FOUNDATION FOR A RESEARCH AND DEVELOPMENT FUND, THE EARNINGS OF WHICH ARE TO BE USED TO IMPROVE THE STATUS OF WOMEN ON CAMPUS, AND CONTRIBUTIONS FROM ELISABETH A. ZINSER ENDOWMENT FUND FOR INNOVATION IN LIBERAL EDUCATION. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXES, EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS OTHER THAN A PRIVATE FOUNDATION. UNRELATED BUSINESS TAXABLE INCOME PERTAINING TO ACTIVITIES NOT DIRECTLY RELATED TO ITS NONPROFIT PURPOSE IS SUBJECT TO INCOME TAXES. THE ASSOCIATION INCURRED INCOME TAXES OF APPROXIMATELY $7,000 AND $17,000 FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY, RELATED TO UNRELATED BUSINESS TAXABLE INCOME. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS, IF ANY, IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE IN THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE TAX JURISDICTION OF THE DISTRICT OF COLUMBIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: POST-RETIREMENT MEDICAL PLAN CHANGES OTHER THAN NET PERIODIC COST -9,855. 1 AGNES SCOTT COLLEGE 141 E COLLEGE AVE DECATUR GA 30030 580566116 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE BALDWIN WALLACE UNIVERSITY 275 EASTLAND RD BEREA OH 44017 340714629 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD RM 300 EAST LANSING MI 48824 386005984 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE CALIFORNIA STATE UNIVERSITY LONG BEACH RF 6300 STATE UNIVERSITY DR SUITE 332 LONG BEACH CA 90815 956106694 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 042111203 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE CUYAHOGA COMMUNITY COLLEGE DISTRICT 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 115 20000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT DALLAS COLLEGE 1601 BOTHAM JEAN BLVD DALLAS TX 75215 751213149 115 10000 0 CURRICULUM TO CAREERS INITIATIVE ELIZABETHTOWN COLLEGE ONE ALPHA DRIVE ELZABETHTOWN PA 17022 231352632 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT GALLAUDET UNIVERSITY 800 FLORIDA AVENUE NE WASHINGTON DC 20002 530199507 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE GPRA STRATEGIC MANAGEMENT INC 3929 SHAFTSBURY COURT WHITE PLAINS MD 20695 264460340 231385 0 KNOWLEDGE EXCHANGE AND MEETING MANAGEMENT IVY TECH COMMUNITY COLLEGE 300 N 17TH ST NOBLESVILLE IN 46060 351180631 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT LORAIN COUNTY COMMUNITY COLLEGE 1005 N ABBE RD ELYRIA OH 44035 340930187 115 10000 0 CURRICULUM TO CAREERS INITIATIVE LOYOLA MARYMOUNT UNIVERSITY ONE LMU DRIVE LOS ANGELES CA 90045 951643334 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT LOYOLA UNIVERSITY MARYLANDINC 4501 N CHARLES ST BALTIMORE MD 21210 520591623 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE MILLSAPS COLLEGE 1701 N STATE ST JACKSON MS 39210 640303084 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT MONROE COMMUNITY COLLEGE 100 EAST HENRIETTA ROAD ROCHESTER NY 14623 160849590 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HWY MALIBU CA 90263 951644037 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 226001086 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT SAINT MARY'S COLLEGE OF CALIFORNIA 1928 ST MARYS ROAD MORAGA CA 94575 941156599 501(C)3 10000 0 CURRICULUM TO CAREERS INITIATIVE ST EDWARD'S UNIVERSITY 3001 SOUTH CONGRESS AVENUE AUSTIN TX 78704 741109641 501(C)3 20000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT AND CURRICULUM TO CAREERS INITIATIVE STELLA AND CHARLES GUTTMAN COMMUNITY COLLEGE FOUNDATION INC 50 WEST 40TH STREET NEW YORK NY 10018 471291998 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DRIVE FORT WORTH TX 76129 750827465 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF ALASKA PO BOX 756540 BUTROVICH BUILDING 209B FAIRBANKS AK 997756540 926000147 115 10000 0 CURRICULUM TO CAREERS INITIATIVE UNIVERSITY OF CINCINNATI 51 GOODMAN DR CINCINNATI OH 45221 316000989 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF HAWAII AT MANOA 2440 CAMPUS ROADBOX 368 HONOLULU HI 96822 996000354 115 15000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF HAWAII FOUNDATION 1314 SOUTH KING ST SUITE B HONOLULU HI 96814 990085260 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF ILLINOIS AT CHICAGO 1200 WEST HARRISON STREET CHICAGO IL 606077161 376000511 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF MOUNT UNION 1972 CLARK AVENUE ALLIANCE OH 44601 340714687 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT UNIVERSITY OF NORTHERN COLORADO 501 20TH STREET CAMPUS BOX 34 GREELY CO 80639 846000546 115 10000 0 CURRICULUM TO CAREERS INITIATIVE UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE BOX 354965 SEATTLE WA 98105 916001537 115 10000 0 CURRICULUM TO CAREERS INITIATIVE VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST SUITE 3100 RICHMOND VA 23284 546001758 115 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT WHITTIER COLLEGE 13406 PHILADELPHIA ST WHITTIER CA 90608 951644048 501(C)3 13000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT WILLIAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)3 10000 0 TO PARTICIPATE IN BETA-TESTING OF TRHT CAMPUS CLIMATE ASSESSMENT TOOLKIT WOMEN IN ENGINEERING PROGRAMS & ADVOCATES NETWORK 1818 N STREETNW 600 WASHINGTON DC 20036 521729532 501(C)3 50000 0 AAC&U'S CONVERGENCE PROGRAM 34 1 PARTICIPANT SUPPORT 305 435684 PART I, LINE 2: THE PRINCIPAL INVESTIGATOR (PI) OR PROJECT DIRECTOR (PD) HAS THE PRIMARY RESPONSIBILITY FOR MONITORING THE SUBRECIPIENT'S PROGRESS AND ENSURING COMPLIANCE WITH FEDERAL REGULATIONS AND AAC&U GUIDANCE. SUBAWARDEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS AND FINANCIAL REPORTS AND THOSE REPORTS MUST BE PROMPTLY REVIEWED BY THE PI/PD AND CORRECTIVE ACTIONS TAKEN WHEN PROGRESS IS UNSATISFACTORY OR EXPENSES ARE QUESTIONABLE. AAC&U MUST FOLLOW UP AND ENSURE THAT THE SUBAWARDEE TAKES TIMELY AND APPROPRIATE ACTION ON ALL DEFICIENCIES PERTAINING TO FEDERAL AWARDS THAT ARE IDENTIFIED THROUGH AUDITS, ON-SITE REVIEWS, REPORTS, AND OTHER MEANS. IN THE CASE OF CONTINUED NONCOMPLIANCE, AAC&U RESERVES THE RIGHT TO WITHHOLD FUTURE PAYMENTS AND/OR REQUEST A REFUND OF THE GRANT AWARD. X X X X 1 1 X X 0 0 0 0 0 0 0 1 0 LYNN PASQUERELLA PRESIDENT 627194 0 63654 0 56924 0 42080 0 13805 0 803657 0 0 0 TIA MCNAIR VP, DIVERSITY, EQUITY AND STUDENT SU 221914 0 0 0 3204 0 25859 0 21534 0 272511 0 0 0 KELLY MACK VP, UNDERGRAD STEM EDUCATION 225923 0 0 0 276 0 25897 0 13565 0 265661 0 0 0 MELVINA NORRIED-THOMAS VP, HUMAN RESOURCES, ADMINISTRATION 209919 0 7500 0 3024 0 24395 0 17280 0 262118 0 0 0 KATHRYNE MCCONELL VP, CURRICULAR AND PEDAGOGICAL INNOV 172386 0 0 0 2448 0 19304 0 35045 0 229183 0 0 0 DAWN WHITEHEAD VP, GLOBAL CITIZEN FOR CAMPUS 186082 0 0 0 540 0 20138 0 13440 0 220200 0 0 0 ASHLEY FINLEY VP, RESEARCH AND SENIOR ADVISOR 180851 0 0 0 636 0 19192 0 10972 0 211651 0 0 0 PART I, LINE 1A THE PRESIDENT RECEIVED ALLOWANCES FOR HOUSING, FIRST-CLASS INTERNATIONAL TRAVEL, AND COMPANION TRAVEL. THE VICE PRESIDENTS RECEIVED REIMBURSEMENT FOR HEALTH CLUB DUES. ALL OF THE ITEMS LISTED ABOVE ARE INCLUDED IN THE EMPLOYEES' TAXABLE WAGES. PART I, LINE 7 THE BONUSES WERE AWARDED BASED UPON ANNUAL PERFORMANCE, AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD CONSISTING OF THE OFFICERS OF THE ASSOCIATION AND BOARD MEMBERS-AT-LARGE APPOINTED BY AND FROM AMONG THE BOARD. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE THE FULL POWER OF THE BOARD BETWEEN MEETINGS OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE CANNOT OVERRULE ANY PRIOR BOARD ACTION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: AFFILIATE MEMBERS AND REGULAR MEMBERS. EACH REGULAR MEMBER IS ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY THE VOTING REPRESENTATIVES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HAS FULL POWER AND AUTHORITY TO MANAGE THE AFFAIRS, FUNDS, AND PROPERTY OF THE ASSOCIATION. THE BOARD AT ITS DISCRETION MAY REFER ANY MATTER OVER WHICH IT HAS POWER AND AUTHORITY TO ITS MEMBERS FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE CPA FIRM OF COHNREZNICK LLP BASED ON INFORMATION PROVIDED BY THE ASSOCIATION. THE COMPLETED FORM IS REVIEWED BY THE DIRECTOR, FINANCE AND ADMINISTRATION AND THEN GIVEN TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE FINANCE COMMITTEE APPROVES THE FORM, IT IS SENT TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD AND STAFF MEMBERS AT THE LEVEL OF DIRECTOR AND ABOVE MUST COMPLETE AN ANNUAL DISCLOSURE FORM. THE DIRECTOR, FINANCE AND ADMINISTRATION REVIEWS ALL THE FORMS AND IF A RESPONSE INDICATES A CONFLICT, THE DIRECTOR, FINANCE AND ADMINISTRATION WOULD CONFER WITH THE PRESIDENT (OR BOARD CHAIR IN THE CASE OF A BOARD MEMBER) TO DECIDE WHAT ACTION SHOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND DIRECTOR, FINANCE AND ADMINISTRATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. SALARY DATA FROM AN ANNUAL SURVEY OF HIGHER EDUCATION ASSOCIATIONS IS REVIEWED BY THE COMMITTEE AND DISCUSSED WITHOUT THE PRESIDENT AND DIRECTOR, FINANCE AND ADMINISTRATION BEING PRESENT. THE COMPENSATION IS VOTED ON BY THE COMMITTEE AND THE DECISION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 17,306. MANAGEMENT AND GENERAL EXPENSES 2,799. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 20,123. CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,262,595. MANAGEMENT AND GENERAL EXPENSES 204,240. FUNDRAISING EXPENSES 1,303. TOTAL EXPENSES 1,468,138. HONORARIA: PROGRAM SERVICE EXPENSES 233,754. MANAGEMENT AND GENERAL EXPENSES 37,812. FUNDRAISING EXPENSES 241. TOTAL EXPENSES 271,807. PROJECT EVALUATOR: PROGRAM SERVICE EXPENSES 12,900. MANAGEMENT AND GENERAL EXPENSES 2,087. FUNDRAISING EXPENSES 13. TOTAL EXPENSES 15,000. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 14,118. MANAGEMENT AND GENERAL EXPENSES 2,284. FUNDRAISING EXPENSES 15. TOTAL EXPENSES 16,417. STIPENDS: PROGRAM SERVICE EXPENSES 156,879. MANAGEMENT AND GENERAL EXPENSES 25,377. FUNDRAISING EXPENSES 162. TOTAL EXPENSES 182,418. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 45,026. MANAGEMENT AND GENERAL EXPENSES 7,283. FUNDRAISING EXPENSES 46. TOTAL EXPENSES 52,355. RESEARCH FIRM: PROGRAM SERVICE EXPENSES 101,350. MANAGEMENT AND GENERAL EXPENSES 16,395. FUNDRAISING EXPENSES 105. TOTAL EXPENSES 117,850. FORM 990, PART XI, LINE 9: POST-RETIREMENT MEDICAL PLAN CHANGES OTHER THAN NET PERIODIC COST -11,139. POST-RETIREMENT MEDICAL PLAN OTHER COMPONENTS OF NET PERIOD BENEFIT (COST) 1,284.