2025-03-12T18:09:39-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 521572800 AMERICAN ACADEMIC LEADERSHIP INSTITUTE INC AMER 2022637488 1015 18TH STREET NW 510 WASHINGTON DC 20036 SHAWN M HARTMAN SECRETARY & TREASURER 2023324049 2025-03-12 1 1 AARON M FOX P01365820 2022274000 2025-03-07 2023 2025-03-06 01:10:19Z DR FRANCISCO JAVIER CEVA 1015 18TH STREET NW 510 WASHINGTON DC 20036 981735 0 X WWW.AMERICANALI.ORG X 1988 DC SERVICES INCLUDE, BUT ARE NOT LIMITED TO, IDENTIFICATION AND DEVELOPMENT OF ACADEMIC LEADERSHIP TALENT AND PROGRAMS ENABLING THEM TO BE SUCCESSFUL IN THEIR ROLES AND TO ADVANCE THE INSTITUTIONS THEY SERVE; CONSULTATION TO ACADEMIC LEADERS AND BOARDS OF TRUSTEES CONCERNING THE ISSUES FACING HIGHER EDUCATION AND ITS GOVERNANCE; AND ASSISTANCE DURING PERIODS OF ADMINISTRATIVE LEADERSHIP TRANSITION. AALI OFFERS DIRECT GRANTS TO ITS SUPPORTED ORGANIZATIONS, THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) AND THE COUNCIL OF INDEPENDENT COLLEGES (CIC). 9 8 2 39 0 0 0 0 315450 359200 301318 492229 0 0 616768 851429 250000 50500 0 0 322643 364289 0 0 0 500764 506386 1073407 921175 -456639 -69746 3718260 3570301 381722 240568 3336538 3329733 X SERVICES INCLUDE, BUT ARE NOT LIMITED TO, IDENTIFICATION AND DEVELOPMENT OF ACADEMIC LEADERSHIP TALENT AND PROGRAMS ENABLING THEM TO BE SUCCESSFUL IN THEIR ROLES AND TO ADVANCE THE INSTITUTIONS THEY SERVE; CONSULTATION TO ACADEMIC LEADERS AND BOARDS OF TRUSTEES CONCERNING THE ISSUES FACING HIGHER EDUCATION AND ITS GOVERNANCE; AND ASSISTANCE DURING PERIODS OF ADMINISTRATIVE LEADERSHIP TRANSITION. AALI OFFERS DIRECT GRANTS TO ITS SUPPORTED ORGANIZATIONS, THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) AND THE COUNCIL OF INDEPENDENT COLLEGES (CIC). 0 0 766628 500 359200 AALI EDUCATIONAL PROGRAMS AND SEMINARS - PROVIDED INDIVIDUAL CONSULTATION CONCERNING LEADERSHIP ISSUES AND CAREER DIRECTIONS. OFFERED CV, COVER LETTER, AND INTERVIEW PREPARATION CONSULTATION FOR PROGRAM PARTICIPANTS AS THEY PREPARED FOR SENIOR ADMINISTRATIVE SEARCHES. CONDUCTED THE SENIOR LEADERSHIP ACADEMY (SLA): A YEAR-LONG PROGRAM TO PREPARE ADMINISTRATORS FOR CABINET POSITIONS IN HIGHER EDUCATION WITH CIC. CONDUCTED CLASS FOR PUBLIC AND PRIVATE HIGHER EDUCATION ADMINISTRATORS OF THE EXECUTIVE LEADERSHIP ACADEMY: A YEAR- LONG PROGRAM TO PREPARE CABINET OFFICERS FOR PRESIDENCIES WITH CIC AND AASCU. CONDUCTED CLASS OF THE BECOMING A PROVOST ACADEMY (BAPA): HELD MENTORING SESSIONS AS REQUESTED FOR INDIVIDUALS TRANSITIONING TO NEW POSITIONS OR WHO WERE ENCOUNTERING SIGNIFICANT ISSUES ON THEIR HOME CAMPUSES. PROVIDED INDIVIDUAL ASSISTANCE FOR SENIOR ADMINISTRATORS WHO NEEDED "BETWEEN POSITION" COUNSELING. WORKED WITH SEVERAL HIGHER EDUCATION ORGANIZATIONS, IN ADDITION TO AASCU AND CIC, IN CREATING LEADERSHIP PROGRAMS IN HIGHER EDUCATION. CONDUCTED TWO, TWO-DAY, INTENSIVE WORKSHOPS FOR SENIOR ADMINISTRATORS SEEKING COLLEGE PRESIDENCIES. 25000 25000 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES - ANNUAL MEETING - EACH YEAR THE AASCU ANNUAL MEETING HOSTS HUNDREDS OF PRESIDENTS AND CHANCELLORS TO DISCUSS TRENDS AND ISSUES IN PUBLIC HIGHER EDUCATION. ISSUED A $25,000 GRANT. 25000 25000 COUNCIL OF INDEPENDENT COLLEGES - FUNDS SUPPORTED STAFF TIME FOR CIC'S ONGOING EFFORTS TO PROVIDE RESEARCH TO ITS MEMBER INSTITUTIONS THAT INFORM CAMPUS LEADERS AND PROMOTES UNDERSTANDING OF THE VALUE OF INDEPENDENT HIGHER EDUCATION. ISSUED A $25,000 GRANT. 816628 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X SHAWN HARTMAN 2022637484 1015 18TH STREET NW 510 WASHINGTON DC 20036 DR MILDRED GARCIA DIRECTOR 1.00 X 0 0 0 DR MARJORIE HASS DIRECTOR 1.00 X 0 0 0 DR DAMIN FERNNDEZ DIRECTOR 1.00 X 0 0 0 DR FRANCISCO JAVIER CEVALLOS DIR. AND PRESIDENT 30.00 X X 200000 0 23000 DR KATHY WILSON HUMPHREY DIRECTOR 1.00 X 0 0 0 DR CHARLES WELCH VICE CHAIR AND DIRECTOR 1.00 X 0 0 0 DR BERENCEA JOHNSON EANES DIRECTOR 1.00 X 0 0 0 DR BARBARA FARLEY CHAIR AND DIRECTOR 1.00 X 0 0 0 DR CYNTHIA TENIENTE-MATSON DIRECTOR 1.00 X 0 0 0 DR SHAWN M HARTMAN SECRETARY & TREASURER 4.00 36.00 X 25000 312500 39600 225000 312500 62600 1 0 1 0 0 ACADEMIC DEVELOPMENT 611430 359200 359200 359200 305333 305333 317202 130306 186896 186896 186896 851429 359200 0 492229 50500 50500 225000 205000 20000 109548 96093 13455 9648 8683 965 20093 18084 2009 564 564 23642 23642 17203 17203 20000 20000 24254 22284 1970 13991 12592 1399 396289 394449 1840 506 506 BANK AND CREDIT CARD FE 9387 8448 939 DUES 550 495 55 921175 816628 104547 0 230214 56878 40351 40701 31240 31240 0 0 3365906 3390932 81789 81790 3718260 3570301 253472 38493 128250 202075 381722 240568 X 3336538 3329733 3336538 3329733 3718260 3570301 -69746 62941 0 X X 0 1 X 1 0 X X X 2 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 520747578 10 1 25000 0 COUNCIL OF INDEPENDENT COLLEGES 016004776 10 1 25000 0 2 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 31240 31240 0 0 X PART X, LINE 2: MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS. 1 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 1717 RHODE ISLAND AVENUE NW NO 70 WASHINGTON DC 20036 520747578 501(C)(3) 25000 0 FOR SUPPORT OF HIGHER EDUCATION COUNCIL OF INDEPENDENT COLLEGES ONE DUPONT CIRCLE NW SUITE 320 WASHINGTON DC 20036 016004776 501(C)(3) 25000 0 FOR SUPPORT OF HIGHER EDUCATION 2 2 PART I, LINE 2: AALI ONLY PROVIDES FINANCIAL SUPPORT TO ITS TWO SUPPORTED ORGANIZATIONS. THESE ORGANIZATIONS SUBMIT A PROPOSAL TO THE AALI BOARD DETAILING THE PURPOSE FOR WHICH THEY WILL USE THE REQUESTED FUNDS. THESE ORGANIZATIONS ALSO REPORT TO AALI AT THE COMPLETION OF THE ACTIVITIES FUNDED. X X 0 0 0 0 0 0 0 0 0 DR SHAWN M HARTMAN SECRETARY & TREASURER 25000 200000 0 112500 0 0 0 39600 0 0 25000 352100 0 0 DR FRANCISCO JAVIER CEVALLOS DIR. AND PRESIDENT 200000 0 0 0 0 0 23000 0 0 0 223000 0 0 0 FORM 990, SCHEDULE J, PART II, LINE (II): THE SECRETARY/TREASURER OF AALI ALSO SERVES AS SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER OF ACADEMIC SEARCH, INC. THE SECRETARY/TREASURER SPENDS APPROXIMATELY 4 HOURS PER WEEK PERFORMING DUTIES FOR AALI AND 36 HOURS PER WEEK PERFORMING DUTIES AS SVP OF FINANCE AND ADMINISTRATION OF ACADEMIC SEARCH, INC. ACCORDINGLY, AALI PAYS 10% OF TOTAL COMPENSATION AND BENEFITS FOR THIS POSITION. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE TWO SUPPORTED ORGANIZATIONS, AASCU AND CIC, APPOINTS THREE MEMBERS OF THE AALI BOARD. THE AALI BOARD MEMBERS APPOINTED BY EACH OF THE SUPPORTED ORGANIZATIONS SHALL INCLUDE THE PRESIDENT OF THE RESPECTIVE SUPPORTED ORGANIZATION AS AN EX OFFICIO MEMBER WITH FULL VOTING PRIVILEGES ON THE AALI BOARD (UNLESS THAT INDIVIDUAL CHOOSES NOT TO SERVE). FORM 990, PART VI, SECTION B, LINE 11B THE AALI BOARD OFFICERS AND MEMBERS OF THE BOARD'S FINANCE AND AUDIT COMMITTEE WERE PROVIDED COPIES OF THE 990, INVITED TO MAKE COMMENTS OR INDICATE CONCERNS. ALL CONCURRED WITH THE CONTENTS OF THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EACH BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. SHOULD A BOARD MEMBER HAVE ANY CONCERNS ABOUT WHETHER A CONFLICT OF INTEREST MAY BE PRESENT, THE BOARD OR A COMMITTEE WILL MAKE A DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE AALI COMPENSATION COMMITTEE MEETS ANNUALLY TO REVIEW SALARIES FOR ALL EMPLOYEES AND APPROVES THE SALARIES BEFORE THE START OF THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES 1717 RHODE ISLAND AVENUE NW NO 70 WASHINGTON DC 20036 520747578 TO SUPPORT PUBLIC HIGHER EDUCATION DC 501(C)(3) LINE 10 N/A 0 COUNCIL OF INDEPENDENT COLLEGES ONE DUPONT CIRCLE NW SUITE 320 WASHINGTON DC 20036 016004776 PROMOTE EDUCATIONAL PROGRAMS FOR INDEPENDENT COLLEGES DC 501(C)(3) LINE 10 N/A 0 ACADEMIC SEARCH INC 1015 18TH ST NW STE 510 WASHINGTON DC 20036 205120646 EXECUTIVE SEARCH DE AALI C 13830558 3266626 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES B 25000 FMV COUNCIL OF INDEPENDENT COLLEGES B 25000 FMV ACADEMIC SEARCH INC F 210000 FMV