2025-05-13T10:56:07-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 742378230 ACADEMY RESEARCH AND DEVELOPMENT INSTITUTE ACAD 7195991370 720 WALSEN ROAD COLORADO SPRINGS CO 80921 MICHAEL ERDLE CHAIRMAN 7195991370 2025-05-13 1 1 LISA BURKE P00220718 8169455500 2025-05-13 2023 2025-03-06 01:10:19Z ARDI MICHAEL ERDLE 720 WALSEN ROAD COLORADO SPRINGS CO 80921 30628930 0 X ARDIFOUNDATION.ORG X 1984 CO ARDI FORTIFIES ACADEMIC DISTINCTION AT THE USAFA THROUGH PERPETUALLY ENDOWED ACADEMIC CHAIRS 7 4 3 4 -170852 0 297196 788889 0 0 -1300738 4756223 0 -235428 -1003542 5309684 0 0 0 0 347912 381118 0 0 80858 1754288 2030184 2102200 2411302 -3105742 2898382 44203625 50657188 19174 20462 44184451 50636726 ARDI FORTIFIES ACADEMIC DISTINCTION AT THE UNITED STATES AIR FORCE ACADEMY BY ESTABLISHING, STEWARDING, AND MANAGING PERPETUALLY ENDOWED ACADEMIC CHAIRS. 0 0 2048840 TO FOSTER ACADEMIC EXCELLENCE AT THE UNITED STATES AIR FORCE ACADEMY (USAFA) THROUGH SPONSORED PROGRAMS WHICH INCLUDE ENDOWMENT OF PROFESSORIAL CHAIRS IN ALL DEPARTMENTS AND AGENCIES. THE INSTITUTE FOCUSES ITS WORK OF EXCELLENCE AT THE USAFA BY PROVIDING DISTINGUISHED VISITING PROFESSORS TO MENTOR FACULTY AND EDUCATE CADETS IN SUBJECTS SUCH AS ECONOMICS, ARABIC STUDIES, ENGINEERING, AND OTHER TO HELP THEM REACH THEIR ACADEMIC POTENTIAL. 2048840 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 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 9 0 1 3 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO X THE ORGANIZATION 7195991370 720 WALSEN ROAD COLORADO SPRINGS CO 80921 X MICHAEL ERDLE CHAIRMAN, CEO 20.00 20.00 X X 0 198000 52863 DANA MONTGOMERY VICE PRESIDENT, DIRECTOR 40.00 0.00 X X 132200 0 32018 TERRY ERDLE TREASURER, DIRECTOR 5.00 20.00 X X 0 82300 0 JACK CATTON DIRECTOR 5.00 0.00 X 0 0 0 BOB EDMONDS DIRECTOR 5.00 0.00 X 0 0 0 CHRIS MILLER DIRECTOR 5.00 0.00 X 0 0 0 RICK PYATT DIRECTOR 5.00 0.00 X 0 0 0 132200 280300 84881 1 0 1 0 ROKKE-SIMON CHAIR 720 WALSEN RD COLORADO SPRINGS CO 809212718 PROFESSOR 220020 PHILIP J ERDLE CHAIR 720 WALSEN RD COLORADO SPRINGS CO 809212718 PROFESSOR 146160 COLEMAN-RICHARDSON CHAIR 720 WALSEN RD COLORADO SPRINGS CO 809212718 PROFESSOR 144360 ARABIC STUDIES CHAIR 720 WALSEN RD COLORADO SPRINGS CO 809212718 PROFESSOR 143600 LYON CHAIR 720 WALSEN RD COLORADO SPRINGS CO 809212718 PROFESSOR 142700 5 567103 221786 788889 900177 900177 29175292 25319246 3856046 3856046 3856046 PARTNERSHIP INCOME (LOSS) 523000 -235428 -170852 -64576 -235428 5309684 0 -170852 4691647 X 163508 122658 24527 16323 154552 20130 134422 18048 4321 13727 16593 76 16517 28417 14964 11790 1663 49000 49000 201146 201146 1382820 1382820 30523 105 30418 27175 8525 14294 4356 10158 10158 24000 24000 59288 16136 24954 18198 142644 142644 7110 7110 CONTRIBUTED COMPENSATIO 99000 89100 9900 UBI TAXES (REFUND) -2680 -2680 2411302 2048840 281604 80858 86458 8479576 1383930 7195 34839 8710 18133 34997966 48875864 611200 344422 12520 0 44203625 50657188 19174 20462 19174 20462 X 7270272 12536948 36914179 38099778 44184451 50636726 44203625 50657188 2898382 3553893 0 X X 0 1 X 1 0 X X 1 UNITED STATES AIR FORCE ACADEMY 840406823 6 1 2048840 0 1 2048840 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X PART IV, SECTION D, LINE 2: IN OVER 40 YEARS SINCE INCEPTION, THE ACADEMY RESEARCH AND DEVELOPMENT INSTITUTE (ARDI) HAS MAINTAINED A CLOSE, FORMAL, AND CONTINUOUS WORKING RELATIONSHIP WITH THE U.S. AIR FORCE ACADEMY (USAFA). THE ARDI CHARTER, APPROVED BY THE SECRETARY OF THE AIR FORCE, RECOGNIZES THAT ARDI'S SOLE PURPOSE IS SUPPORT TO USAFA ACADEMIC EDUCATION (WWW.USAFA.EDU/ABOUT/SUPPORTING-FOUNDATIONS). ARDI'S MEMORANDUM OF AGREEMENT (MOA) REQUIRES ARDI TO HOLD IN TRUST ALL MONIES OR PROPERTY RAISED BY IT FOR THE SOLE BENEFIT OF USAFA. PART IV, SECTION D, LINE 3: USAFA ACADEMIC DEPARTMENT RESPONSIBLE OFFICERS ARE EMPOWERED TO DIRECT USE OF INCOME FROM ARDI-MANAGED ENDOWMENTS FOR THE PURPOSE OF COMPENSATING DISTINGUISHED VISITING PROFESSORS WHO TEACH USAFA CADETS AND MENTOR USAFA FACULTY MEMBERS, THEREBY DIRECTLY SUPPORTING THE USAFA MISSION. PROFESSORS ARE SELECTED BY THE USAFA DEAN OF FACULTY AND OPERATE CONSISTENT WITH USAFA FACULTY OBJECTIVES. IN LINE WITH THE ARDI-USAFA MEMORANDUM OF AGREEMENT, PROFESSORS ARE INDEPENDENT CONTRACTORS TO ARDI AND APPROVED VOLUNTEERS TO THE USAFA; ALL ASPECTS OF CONTRACT ADMINISTRATION ARE COORDINATED WITH THE USAFA BUT REMAIN THE RESPONSIBILITY OF ARDI. USAFA RETAINS ULTIMATE AUTHORITY TO DIRECT DISPOSITION OF ARDI ASSETS. PART IV, SECTION E, LINE 1C: SEE SUPPLEMENTAL RESPONSES FOR SECTION D, LINES 2 AND 3. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38857546 3571883 1730871 40698558 40913978 -1452877 603555 38857546 25280790 15633188 40913978 23568474 1712316 25280790 23022732 545742 23568474 0.93615 0.06385 0 0 0 X 8863577 3553893 3553893 5309684 0 5309684 2411533 0 2411533 -231 -231 2411302 PART V, LINE 4: THE INSTITUTE MAINTAINS VARIOUS ENDOWMENT FUNDS ESTABLISHED TO SUPPORT EACH USAFA ACADEMIC DEPARTMENT, SUPPORTING WHOMEVER THE DEAN OF FACULTY NOMINATES TO OCCUPY. PART X, LINE 2: THE INSTITUTE IS EXEMPT, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, FROM TAX ON INCOME DERIVED FROM DONATIONS, INCOME GENERATED BY ACTIVITIES CARRIED ON IN FURTHERANCE OF ITS EXEMPT PURPOSE AND CERTAIN OTHER SPECIFIED INCOME AND, IN ADDITION, IS QUALIFIED TO RECEIVE TAX DEDUCTIBLE CONTRIBUTIONS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE INSTITUTE'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE INSTITUTE IS A NON-PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE INSTITUTE QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE INSTITUTE IS CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE, WITH THE PRIMARY PURPOSES OF SUPPORTING OTHER EXEMPT ORGANIZATIONS. MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF ITS TAX POSITION, ANY LIABILITY BECAUSE OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN THE TAX LAWS, AND NEW AUTHORITATIVE RULINGS TO ASSIST IN EVALUATING ITS TAX POSITION. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF THE INCOME TAX POSITION. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR INCOME TAX (BENEFIT) EXPENSE -231. X 0 0 0 0 0 0 0 0 0 MICHAEL ERDLE CHAIRMAN, CEO 0 198000 0 0 0 0 0 49500 0 3363 0 250863 0 0 DANA MONTGOMERY VICE PRESIDENT, DIRECTOR 132200 0 0 0 0 0 22145 0 9873 0 164218 0 0 0 PART I, LINE 3 THE ORGANIZATION'S CEO IS COMPENSATED BY INTERNATIONAL EDUCATION FOUNDATION, A SUPPORTING ORGANIZATION OF ARDI. SEE SCHEDULE O RESPONSE FOR FORM 990, PART VI, SECTION B, LINE 15A. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MICHAEL ERDLE AND TERRY ERDLE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BODY IS REQUIRED TO REVIEW AND SIGN AN ANNUAL UPDATE TO THE CONFLICT OF INTEREST POLICY AFFIRMING THAT EACH DIRECTOR HAS RECEIVED, READ, UNDERSTANDS, AND AGREES TO COMPLY WITH THE POLICY. ON AN ONGOING BASIS, INTERESTED PERSONS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST WITH RESPECT TO ANY PROPOSED TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD SHALL CONTAIN A RECORD OF PROCEEDINGS WITH RESPECT TO ANY ACTUAL OR POSSIBLE CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS COMPENSATED BY INTERNATIONAL EDUCATION FOUNDATION (INEF), A SUPPORTING ORGANIZATION OF ARDI (SEE SCHEDULE R). THE INEF BOARD REVIEWS AND APPROVES COMPENSATION ANNUALLY. COMPENSATION FOR ALL OTHER OFFICERS IS PAID BY ARDI AND REVIEWED BY THE BOARD ANNUALLY. A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. IN DETERMINING COMPENSATION, CRITERIA SUCH AS THE NATURE OF THE POSITION, EMPLOYEE CONTRIBUTION AND SUSTAINED LEVEL OF PERFORMANCE, EMPLOYEE EDUCATION, ABILITIES, AND DRIVE, FINANCIAL CONDITION OF THE EMPLOYER, AND COMPARISONS WITH SIMILAR ORGANIZATIONS ARE CONSIDERED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL INFORMATION IS MADE AVAILABLE VIA FORM 990. PART VII, SECTION A, LINE 1(E): REPORTABLE COMPENSATION REFLECTED ON PART VII, SECTION A, LINE 1(E) IS PAID BY INTERNATIONAL EDUCATION FOUNDATION (INEF), A SUPPORTING ORGANIZATION OF ARDI (SEE SCHEDULE R). 50% OF THE COMPENSATION REPORTED IS FOR SERVICES RENDERED TO ARDI AND IS TREATED AS CONTRIBUTION INCOME TO ARDI AND GRANT EXPENSE BY INEF. THE ASSOCIATED EXPENSE FOR ARDI IS REPORTED ON PART IX, LINE 24A AS CONTRIBUTED COMPENSATION. FORM 990, PART IX, LINE 11G PROFESSORS-USAFA: PROGRAM SERVICE EXPENSES 1,382,820. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,382,820. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. INTERNATIONAL EDUCATION FOUNDATION INC 1490 GARDEN OF THE GODS RD STE A COLORADO SPRINGS CO 80907 841046083 EDUCATION CO 501(C)(3) LINE 12D, III-O 0 UNITED STATES AIR FORCE ACADEMY 2304 CADET DR STE 3100 USAF ACADEMY CO 808405002 840406823 AIR FORCE ACADEMY CO 501(C)(3) LINE 6 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0