2025-05-12T18:48:48-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-07-01 521140340 ACEC RESEARCH INSTITUTE ACEC 2023477474 1400 L STREET NW 4TH STREEET 400 WASHINGTON DC 20005 DAPHNE BRYANT EXECUTIVE DIRECTOR 2023477474 2025-05-01 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-05-01 2023 2025-03-06 01:10:19Z DAPHNE BRYANT 1400 L STREET NW 4TH STREEET 400 WASHINGTON DC 20005 1542271 0 X HTTPS://WWW.ACECRESEARCHINSTITUTE.ORG X 1974 DC LEADING SOURCE OF KNOWLEDGE AND THOUGHT LEADERSHIP FOR CREATING A MORE SUSTAINABLE, SAFE, SECURE, AND TECHNICALLY ADVANCED BUILT ENVIRONMENT. 13 12 0 80 0 0 2272601 1319328 133192 168810 14071 25123 -15792 -4480 2404072 1508781 93000 682000 0 0 0 0 0 0 135187 840346 1251823 933346 1933823 1470726 -425042 2615484 2943230 266441 1000115 2349043 1943115 X ACEC RESEARCH INSTITUTE SERVE AS THE LEADING SOURCE OF KNOWLEDGE AND THOUGHT LEADERSHIP FOR CREATING A MORE SUSTAINABLE, SAFE, SECURE, AND TECHNICALLY ADVANCED BUILT ENVIRONMENT. IDENTIFY, FUND, AND PROVIDE INDUSTRY WIDE RESEARCH FORECASTS AND TREND ANALYSIS. AWARD SCHOLARSHIPS TO STUDENTS SEEKING TO ENTER THE ENGINEERING INDUSTRY. 0 0 1048546 682000 33250 SCHOLARSHIPS: ACEC RESEARCH INSTITUTE SCHOLARSHIP PROGRAMS PROVIDE FINANCIAL ASSISTANCE TO PROMISING ENGINEERING STUDENTS. 526061 RESEARCH: ACEC RESEARCH INSTITUTE PRODUCES RESEARCH INTO ISSUES OF CRITICAL IMPORTANCE TO THE ENGINEERING INDUSTRY. 104184 135560 REGISTERED CONTINUING EDUCATION PROGRAM (RCEP): A NATIONWIDE PORTAL FOR ENGINEERING EDUCATION AND RECORDKEEPING. 1678791 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BARRY DOYLE 2023477474 1400 L STREET NW 4TH STREEET 400 WASHINGTON DC 20005 LINDA BAUER DARR PRESIDENT & CEO 1.00 40.00 X X 0 764613 57055 DAPHNE BRYANT EXECUTIVE DIRECTOR & SECRETARY 20.00 20.00 X 0 334886 63551 KERRY GAYLOR DIRECTOR, PROGRAMS 40.00 0.00 X 0 154144 27463 MICHAEL CARRAGHER CHAIR 1.00 0.00 X X 0 0 0 JOHN CARRATO PAST CHAIR 1.00 0.00 X 0 0 0 STEVEN LEFTON VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL CORKERY TREASURER 1.00 0.00 X X 0 0 0 ALYSON WATSON BOARD MEMBER 1.00 0.00 X 0 0 0 KATE HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES HAYNES BOARD MEMBER 1.00 0.00 X 0 0 0 ROBIN GREENLEAF BOARD MEMBER 1.00 0.00 X 0 0 0 KACEY ANDERSON BOARD MEMBER 1.00 0.00 X 0 0 0 JAVIER BALDOR BOARD MEMBER 1.00 0.00 X 0 0 0 DEREK CLYBURN BOARD MEMBER 1.00 1.00 X 0 0 0 ANDY MCCUNE BOARD MEMBER 1.00 0.00 X 0 0 0 JAY WOLVERTON BOARD MEMBER 1.00 1.00 X 0 0 0 NICOLAS MANGON BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 CATHY RITTER BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 LEWIS CORNELL BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 ADAM JONES BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 ART BARRETT BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 JANICE MARSTERS BOARD MEMBER (UNTIL MAY 2024) 1.00 0.00 X 0 0 0 0 1253643 148069 0 0 1 0 0 50476 1268852 1319328 RCEP PROGRAM 900099 135560 135560 ADMINISTRATIVE FEES 900099 33250 33250 168810 25423 25423 300 -300 -300 -300 28710 50476 33190 -4480 -4480 1508781 168810 0 20643 X 682000 682000 758307 576373 60634 121300 3662 3662 557 557 343324 337382 5942 42306 35789 2172 4345 11865 7335 3290 1240 86957 36579 42672 7706 MISCELLANEOUS 4845 3333 916 596 1933823 1678791 119845 135187 84351 1010217 300000 300000 2018672 1392259 1046 1068 211415 239686 2615484 2943230 244935 996115 21506 4000 266441 1000115 X 2331540 1098478 17503 844637 2349043 1943115 2615484 2943230 -425042 19114 0 X 0 1 X 1 0 X 1079235 540532 705054 2272601 1319328 5916750 97110 111715 103160 133192 168810 613987 1176345 652247 808214 2405793 1488138 6530737 665000 324280 156760 221197 62339 1429576 0 665000 324280 156760 221197 62339 1429576 5101161 16081 11746 19119 15143 25423 87512 16081 11746 19119 15143 25423 87512 1192426 663993 827333 2420936 1513561 6618249 0.77080 0.72530 0.01320 0.01490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE ACEC RESEARCH INSTITUTE (ARI) IS AN AFFILIATE OF ACEC AND EXEMPT FROM INCOME TAX IN ACCORDANCE WITH SECTION 501(C)(3) OF THE IRC. ARI FOLLOWS THE ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. ARI EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE INSTITUTE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. ANNUAL GOLF CLASSIC 79186 50476 28710 33190 79186 50476 28710 33190 33190 -4480 1 SCHOLARSHIPS 98 682000 0 N/A N/A PART I, LINE 2: THE ACEC RESEARCH INSTITUTE AWARDS SCHOLARSHIPS BASED ON MERIT AND/OR FINANCIAL NEED CRITERIA AS ESTABLISHED BY EACH SCHOLARSHIP DONOR. STUDENTS MUST BE ENROLLED IN AN ABET ACCREDITED COLLEGE OR UNIVERSITY ENGINEERING PROGRAM. U.S. CITIZENSHIP IS REQUIRED TO QUALIFY FOR ALL SCHOLARSHIPS, EXCEPT FOR THOSE PROVIDED A/E PRONET. GRANT FUNDS ARE PAID DIRECTLY TO THE STUDENT'S EDUCATIONAL INSTITUTION FOR PAYMENT OF THEIR EDUCATIONAL FEES. 0 0 0 0 0 0 0 0 0 LINDA BAUER DARR PRESIDENT & CEO 0 593586 0 137977 0 33050 0 39379 0 17676 0 821668 0 0 DAPHNE BRYANT EXECUTIVE DIRECTOR & SECRETARY 0 264242 0 30000 0 40644 0 39379 0 24172 0 398437 0 0 KERRY GAYLOR DIRECTOR, PROGRAMS 0 125820 0 9000 0 19324 0 13873 0 13590 0 181607 0 0 SCHEDULE J, PART II: COMPENSATION FROM THE RELATED ORGANIZATION FOR THE THREE INDIVIDUALS LISTED IN PART II IS DETERMINED BY THE RELATED ORGANIZATION, THE AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC). THE CHAIR, CHAIR-ELECT AND FORMER CHAIR OF ACEC UNDERTAKE A DETAILED PERFORMANCE ASSESSMENT AND REVIEW SALARY SURVEYS FOR SIMILAR POSITIONS/ORGANIZATIONS TO DETERMINE THE SALARY LEVEL OF THE PRESIDENT & CEO OF ACEC. LAST REVIEW WAS 5/28/24. FORM 990, PART VI, SECTION A, LINE 1A THE INSTITUTE HAS AN EXECUTIVE COMMITTEE COMPRISED OF THE CHAIR, THE VICE CHAIR, THE TREASURER, THE ACEC PRESIDENT, THE SECRETARY, THE PAST CHAIR, AND ONE OTHER DIRECTOR ELECTED BY THE BOARD,THAT CAN EXERCISE THE FULL POWERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND COMMENTS PRIOR TO FINALIZATION AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ACEC RESEARCH INSTITUTE CONFLICT OF INTEREST POLICY ARTICLE I PURPOSE - THE PURPOSE OF THIS CONFLICT-OF-INTEREST POLICY IS TO PROTECT THE INTEREST OF THE ACEC RESEARCH INSTITUTE (THE "CORPORATION") WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER, DIRECTOR OR MEMBER OF THE CORPORATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II DEFINITIONS 1. INTERESTED PERSON - ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH THE CORPORATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT; OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ARTICLE III PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT-OF-INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICT-OF-INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V COMPENSATION A. A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE CORPORATION IS CHARITABLE AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ARTICLE VII PERIODIC REVIEWS TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. ARTICLE VIII USE OF OUTSIDE EXPERTS WHEN CONDUCTING THE PERIODIC REVIEWS AS PROVIDED FOR IN ARTICLE VII, THE CORPORATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. APPROVED BY THE ACEC RESEARCH INSTITUTE BOARD OF DIRECTORS, FEBRUARY 25, 2020 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 305,267. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,267. RCEP WEBSITE CONSULTANTS: PROGRAM SERVICE EXPENSES 26,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,466. MARKETING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,942. SCHOLARSHIP APPLICANT PLATFORM: PROGRAM SERVICE EXPENSES 5,649. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,649. AMERICAN COUNCIL OF ENGINEERING COMPANIES 1015 15TH STREET NW 8TH FLOOR WASHINGTON DC 20005 520745115 BUSINESS LEAGUE DC 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 AMERICAN COUNCIL OF ENGINEERING COMPANIES INC N 389257 ALLOCATION AMERICAN COUNCIL OF ENGINEERING COMPANIES INC O 758308 ALLOCATION AMERICAN COUNCIL OF ENGINEERING COMPANIES INC P 673051 CASH