2025-08-15T11:19:53-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-10-01 520807619 CENTER FOR APPLIED LINGUISTICS CENT 2023620700 4646 40TH ST NW 1100 WASHINGTON DC 20016 NGOC DIEP THI NGUYEN PRESIDENT 2023620700 2025-08-07 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-07-28 2023 2025-03-06 01:10:19Z NGOC DIEP T NGUYEN 4646 40TH ST NW 1100 WASHINGTON DC 20016 13403972 0 X WWW.CAL.ORG X 1959 DC PROMOTE ACCESS, EQUITY, & MUTUAL UNDERSTANDING FOR LINGUISTICALLY AND CULTURALLY DIVERSE PEOPLE. 14 14 72 14 0 0 1244360 1430024 12145947 11633603 -345504 80303 258575 145154 13303378 13289084 1441565 1813032 0 0 6110259 7092727 0 0 0 3896986 3920592 11448810 12826351 1854568 462733 12823769 13533146 3070705 3210179 9753064 10322967 X THE MISSION OF THE CENTER FOR APPLIED LINGUISTICS (CAL) IS TO PROMOTE LANGUAGE LEARNING AND CULTURAL UNDERSTANDING BY SERVING AS A TRUSTED SOURCE FOR RESEARCH, RESOURCES, AND POLICY ANALYSIS. THROUGH ITS WORK, CAL SEEKS SOLUTIONS TO ISSUES INVOLVING LANGUAGE AND CULTURE AS THEY RELATE TO ACCESS AND EQUITY IN EDUCATION AND SOCIETY AROUND THE GLOBE. 0 0 7002634 124077 3869896 VENTURE ACTIVITIES: INCLUDES SERVICES (PROFESSIONAL DEVELOPMENT AND TECHNICAL ASSISTANCE), PRODUCT AND PUBLICATION ACTIVITIES, AND ON-LINE EDUCATION. CAL'S SERVICES INCLUDE PREK-12 ENGLISH LANGUAGE LEARNERS. THIS AREA PRIMARILY FOCUSES ON IMPROVING EDUCATIONAL OPPORTUNITIES FOR ENGLISH LANGUAGE LEARNERS, ADULT EDUCATION, BILINGUAL AND DUAL LANGUAGE EDUCATION, IMMIGRANT INTEGRATION, AND NEWCOMERS' ACTIVITIES. THIS AREA ALSO INCLUDES SALES OF CAL'S PRODUCT AND PUBLICATIONS AND ASSESSMENT INSTRUMENTS. THIS ACTIVITY ALSO INCLUDES THE DEVELOPMENT, PRODUCTION, AND SALE OF TESTS, BOOKS, AND PRODUCTS THAT SERVE THE NEEDS OF CAL'S CLIENTS AND PROGRAM AREAS, INCLUDING PROFESSIONAL DEVELOPMENT SERVICES. THIS AREA OPERATES IN THE CAL STORE. THE STORE SELLS BOOKS, TEST, AND OTHER RELATED EDUCATIONAL MATERIAL THAT CAL HAS DEVELOPED. 3465288 1688956 7763707 SPONSORED PROGRAMS:FUNDED PROJECTS REMAIN CAL'S PRIMARY AND MOST SIGNIFICANT FUNDING SOURCE. AREAS OF FOCUS WITHIN SPONSORED PROGRAMS INCLUDE PREK-12 ENGLISH LANGUAGE LEARNERS, ADULT ENGLISH LANGUAGE LEARNERS, WORLD LANGUAGES, AND LANGUAGE PLANNING AND POLICY. PREK-12 ENGLISH LANDGUAGE LEARNERS INCLUDES THE DEVELOPMENT TESTING AND IMPLEMENTATION OF ENGLISH LANGUAGE PROFICIENCY ASSESSMENTS. CAL'S ADULT ENGLISH LANGUAGE LEARNERS PROGRAM FOCUSES ON ENABLING ADULT NONNATIVE SPEAKERS TO DEVELOP ENGLISH PROFICIENCY THEY NEED AS INTEGRAL MEMBERS OF THE U.S. POPULATION. CAL POSSESSES A WORLDWIDE REPUATION FOR EXPERTISE AND QUALITY IN THE EDUCATION OF ADULT NONNATIVE SPEAKERS OF ENGLISH. THE WORLD LANGUAGES PROGRAMS FOCUSES ON TEST DEVELOPMENT, RESEARCH, CURRICULUM DEVELOPMENT, AND EVALUATION. THIS PROGRAM INCLUDES A FOCUS ON PROFICIENCY IN LANGUAGES OTHER THAN ENGLISH. 10467922 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 77 0 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LOLITA HEWETT-KING 2023620700 4646 40TH STREET NW WASHINGTON DC 20016 DR LIYING CHENG CHAIR 1.00 X X 0 0 0 DR ALFREDO ARTILES TRUSTEE 1.00 X 0 0 0 PROF ESTER DE JONG TRUSTEE 1.00 X 0 0 0 DR NANCY H HORNBERGER TRUSTEE 1.00 X 0 0 0 DR SHONDEL NERO TRUSTEE 1.00 X 0 0 0 MR ANTHONY TASSI TRUSTEE 1.00 X 0 0 0 DR ANDREA STERZUK TRUSTEE 1.00 X 0 0 0 DR MICHELINE CHALHOUB-DEVILLE TRUSTEE 1.00 X 0 0 0 PROF ANNE H CHARITY HUDLEY TRUSTEE 1.00 X 0 0 0 DR FRANCIS HULT TRUSTEE 1.00 X 0 0 0 DR DAVID CASSELS JOHNSON TRUSTEE 1.00 X 0 0 0 DR MARGUERITE LUKES TRUSTEE 1.00 X 0 0 0 DR MARIA ADELAIDA RESTREPO TRUSTEE 1.00 X 0 0 0 SHELLY SPIEGEL-COLEMAN TRUSTEE 1.00 X 0 0 0 JOEL GOMEZ PRESIDENT 35.00 X 286634 0 26335 LOLITA HEWETT-KING VP, FINANCE 35.00 X 196232 0 46903 SHU JING YEN SR. DIRECTOR 35.00 X 175981 0 39299 KERIA BALLANTYNE VP, PROGRAMS & DEVELOPMENT 35.00 X 179743 0 22012 LISA TABAKU DIRECTOR 35.00 X 126293 0 6315 JUSTIN KELLY SR. DIRECTOR 35.00 X 124534 0 24760 IGONE ARTEAGOITIA MANAGER 35.00 X 121375 0 49129 1210792 0 214753 17 0 1 0 0 1430024 1430024 SPONSORED PROGRAMS 900099 7763707 7763707 VENTURE ACTIVITIES 900099 3869896 3869896 11633603 51312 51312 333 333 77400 48409 28991 28991 28991 133574 66479 67095 67095 77726 77726 77726 13289084 11633603 0 225457 X 1813032 1813032 436174 353301 82873 4555725 3692575 863150 209708 170407 39301 1438706 1168748 269958 452414 367490 84924 8145 8145 101483 101483 11624 11624 2022860 1213091 809769 18285 10965 7320 291387 62175 229212 84469 25944 58525 341193 341193 429493 368239 61254 98783 98783 50221 2152 48069 PROFESSIONAL DEVELOPMEN 314289 115985 198304 SUBSCRIPTIONS & PUBLICA 118309 48359 69950 PRINTING, DUPLICATION & 18140 16467 1673 FACILITIES, BID & PROPO 0 1022855 -1022855 11911 7992 3919 12826351 10467922 2358429 0 7153899 8652629 935792 965349 2292691 1564193 70434 80607 129439 130277 788517 472681 359221 315836 866919 1013212 152 1015222 811043 12823769 13533146 1450160 1755776 92572 264950 1527973 1189453 3070705 3210179 X 9621010 10190913 132054 132054 9753064 10322967 12823769 13533146 462733 107170 0 X 0 1 X 1 0 X 234552 982127 868325 1244360 1430024 4759388 234552 982127 868325 1244360 1430024 4759388 4759388 27083 19692 45083 45921 51645 189424 8580 70107 61850 96479 77726 314742 5263554 54749285 0.90420 0.90240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 3104 3104 100000 100000 3323 3323 100000 100000 2223 2223 100000 100000 2702 2702 100000 100000 2702 2702 100000 0.00000 1.00000 0.00000 0 0 349787 146332 203455 20603 13222 7381 418127 313127 105000 315836 DEPOSITS & SECURITY DEPOSITS 754167 RIGHT OF USSE ASSET - OPERATING 56876 811043 LEASE LIABILITY - OPERATING LEASES 1189453 1189453 X 13451109 107170 107170 13343939 11624 -66479 -54855 13289084 12881206 66479 66479 12814727 11624 11624 12826351 PART V, LINE 4: PERMANENT ENDOWMENT FROM THE FORD FOUNDATION, ESTABLISHED TO FUND LANGUAGE-RELATED PUBLIC SUPPORT ACTIVITIES FOR UNDER-SERVED GROUPS. PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48: CAL FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. CAL'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -66,479. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 66,479. SOUTH ASIA 0 0 PROGRAM SERVICES ED RELATE PROFESSIONAL DEVELOPMENT SERVICES 10280 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ED RELATE PROFESSIONAL DEVELOPMENT SERVICES 9000 0 0 0 0 0 0 19280 0 19280 0 0 0 0 0 0 1 GEORGETOWN UNIVERSITY 3520 PROSPECT STREET NW SUITE 312 WASHINGTON DC 20007 530196603 501(C)(3) 955862 0 N/A N/A INSTRUCTION INSTITUTE FOR INTERNATIONAL EDUCATION 1400 K STREET NW STE 650 WASHINGTON DC 200052403 131624046 501(C)(3) 516227 0 N/A N/A SCHOLARSHIPS THE UNIVERSITY OF MARYLAND 3112 LEE BUILDING COLLEGE PARK MD 20742 526002033 501(C)(3) 39364 0 N/A N/A RESEARCH EDGE STUDIO 115 WEST 45TH FL 8TH NEW YORK NY 10036 061452607 OTHER 93350 0 N/A N/A GRAPHIC ARTIST 3 1 PART I, LINE 2: GRANTEE ORGANIZATIONS SUBMIT DETAILED INVOICES FOR REVIEW BY MANAGEMENT OF THE ORGANIZATION, ONLY WHEN SERVICES ARE RENDERED AND/OR DELIVERABLES RECEIVED IS PAYMENT AUTHORIZED TO THE GRANTEE ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 JOEL GOMEZ PRESIDENT 286634 0 0 0 0 0 8335 0 18000 0 312969 0 0 0 LOLITA HEWETT-KING VP, FINANCE 196232 0 0 0 0 0 9812 0 37091 0 243135 0 0 0 SHU JING YEN SR. DIRECTOR 175981 0 0 0 0 0 8799 0 30500 0 215280 0 0 0 KERIA BALLANTYNE VP, PROGRAMS & DEVELOPMENT 179743 0 0 0 0 0 8987 0 13025 0 201755 0 0 0 IGONE ARTEAGOITIA MANAGER 121375 0 0 0 0 0 6069 0 43060 0 170504 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES SHALL HAVE AN EXECUTIVE COMMITTEE. THE COMMITTEE SHALL CONSIST OF: THE CHAIR AND VICE CHAIR OF THE BOARD, THE PRESIDENT OF THE CORPORATION, AND NOT FEWER THAN TWO ADDITIONAL MEMBERS OF THE BOARD TO BE ELECTED ANNUALLY. THE EXECUTIVE COMMITTEE MAY EXERCISE ANY AND ALL POWERS OF THE BOARD OF TRUSTEES INCLUDING, BUT NOT LIMITED TO, THE REMOVAL OF OFFICERS WHEN BOARD IS NOT IN SESSION. IT MAY MAKE RULES FOR HANDLING AND CONDUCT OF ITS MEETINGS AND SHALL KEEP THE RECORDS HEREOF. IT SHALL REPORT EACH OF ITS ACTIONS TO THE BOARD OF TRUSTEES AT THE FIRST MEETING OF THE BOARD AFTER SUCH ACTION HAS BEEN TAKEN. FORM 990, PART VI, SECTION B, LINE 11B DRAFT OF THE 990 AS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM IS REVIEWED BY THE ORGANIZATION'S SENIOR DIRECTOR OF FINANCE & PRESIDENT/CHIEF EXECUTIVE OFFICER. THEIR COMMENTS ARE FORWARDED TO THE ACCOUNTING FIRM FOR INCLUSION IN THE RETURN. A COMPLETE REVISED DRAFT OF THE 990 IS THEN ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES FOR COMMENT/REVIEW, IN ACCORDANCE WITH THE ORGANIZATION'S POLICY. ANY COMMENTS/QUESTIONS ARE ADDRESSED BY MANAGEMENT OR THE ACCOUNTING FIRM. THE FINAL 990 IS THEN FILED WITH THE IRS BY THE FILING DEADLINE, INCLUDING EXTENSIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. TRUSTEES AND OFFICERS REVIEW THE POLICY ON AN ANNUAL BASIS AND SIGN A STATEMENT CONFIRMING THEIR ADHERENCE. SIMILARLY, ALL EMPLOYEES SIGN A FORM ACKNOWLEDGING THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY, WHICH IS REVIEWED WITH THEM DURING THE ONBOARDING PROCESS. EACH INDIVIDUAL IS REQUIRED TO DISCLOSE ANY CIRCUMSTANCES THAT MAY PRESENT A POTENTIAL CONFLICT OF INTEREST AT THE TIME OF SIGNING. THE POLICY IS ALSO INCLUDED IN THE ORGANIZATION'S STAFF HANDBOOK, WHICH EMPLOYEES ARE ROUTINELY REFERRED TO FOR GUIDANCE ON RELEVANT POLICIES. IF AN EMPLOYEE BECOMES AWARE OF A PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT COULD REASONABLY BE PERCEIVED AS A POTENTIAL CONFLICT OF INTEREST, THEY ARE REQUIRED TO INFORM THE PRESIDENT. THE PRESIDENT THEN FOLLOWS THE POLICY'S PRESCRIBED PROCEDURES TO DETERMINE WHETHER A CONFLICT EXISTS AND THE APPROPRIATE COURSE OF ACTION. IN CASES INVOLVING A TRUSTEE OR THE PRESIDENT, THE CHAIR OF THE BOARD IS NOTIFIED AND IS RESPONSIBLE FOR EXECUTING THE POLICY'S CONFLICT RESOLUTION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 CEO SALARY IS DETERMINED BY THE BOARD WITH THE ASSISTANCE OF HR. HR USES COMPARABLE STUDIES AND ANALYSIS TO DETERMINE SALARIES FOR ALL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER FOR APPLIED LINGUISTICS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WHEN A REQUEST IS RECEIVED, A COPY OF THE DOCUMENT IS PROVIDED, OR INSPECTION AT THE CAL OFFICE IS ARRANGED. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,213,091. MANAGEMENT AND GENERAL EXPENSES 809,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,022,860.