2024-05-30T10:37:43-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-10-01 522274900 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSION OFFICERS AMER 2022939161 1108 16TH STREET NW 400 WASHINGTON DC 200063606 MELANIE GOTTLIEB EXECUTIVE DIRECTOR 2022939161 2024-05-29 1 MELANIE GOTTLIEB XXX-XX-XXXX 0 ROBERT WILLIAMS P01345960 5712279500 2024-05-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELANIE GOTTLIEB 1108 16TH STREET NW 400 WASHINGTON DC 200063606 11967935 0 X WWW.AACRAO.ORG X 1999 DC TO ADVANCE AND SUPPORT HIGHER EDUCATION THROUGH ITS RESOURCES, LEADERSHIP, AND ADVOCACY. 13 13 48 95 194470 41651 1495806 1286421 8760351 9307596 462664 344786 23307 24601 10742128 10963404 500 229844 0 0 4433639 5672389 0 0 0 5510315 6437423 9944454 12339656 797674 -1376252 21760664 22363832 8746104 9475005 13014560 12888827 X TO ADVANCE AND SUPPORT A RICHLY DIVERSE, GLOBALLY INTERCONNECTED COMMUNITY OF HIGHER EDUCATION PROFESSIONALS AS WELL AS THE INSTITUTIONS, ORGANIZATIONS, AND LEARNERS THEY SERVE THROUGH ITS RESOURCES, LEADERSHIP, AND ADVOCACY. 0 0 2278311 3154426 MEETINGS: THE ASSOCIATION HOSTS SEVERAL EVENTS THROUGHOUT THE YEAR, INCLUDING THE AACRAO ANNUAL MEETING, THE STRATEGIC MANAGEMENT ENROLLMENT CONFERENCE (SEM), AND THE TECHNOLOGY AND TRANSFER SUMMIT. THE AACRAO ANNUAL MEETING PROVIDES A VALUABLE FORUM FOR MEMBERS AND EXPERTS IN ADMISSIONS, REGISTRATION, FINANCIAL AID, INSTITUTIONAL RESEARCH, AND GOVERNMENT REGULATIONS TO COME TOGETHER AND SHARE THEIR KNOWLEDGE. THE SEM CONFERENCE IS THE PREMIER EVENT FOR ENROLLMENT MANAGEMENT PROFESSIONALS, OFFERING ATTENDEES THE OPPORTUNITY TO NETWORK AND ENGAGE IN PROFESSIONAL DEVELOPMENT WHILE DEVELOPING TOOLS AND RESOURCES TO ENHANCE ENROLLMENT OUTCOMES. FINALLY, AACRAO'S TECHNOLOGY & TRANSFER SUMMIT IS AN ANNUAL EVENT THAT BRINGS TOGETHER HIGHER EDUCATION PROFESSIONALS TO DISCUSS THE LATEST TRENDS AND BEST PRACTICES IN TECHNOLOGY AND TRANSFER CREDIT. 443170 3123925 MEMBERSHIP: THE ASSOCIATION'S MEMBERSHIP SERVICES ACTIVITIES INCLUDE MEMBER ACQUISITION AND RETENTION, ANNUAL RENEWALS AND CUSTOMER SERVICE TO OVER 14,000 EXISTING DOMESTIC AND INTERNATIONAL MEMBERS. THIS INCLUDES MAINTAINING AN ACCURATE MEMBERSHIP DATABASE FOR INTERNAL USE BY STAFF AND EXTERNAL USE BY MEMBERS AS A DIRECTORY. THE ASSOCIATION ALSO HOLDS AN ANNUAL AWARDS CEREMONY WHERE MEMBERS CAN NOMINATE EACH OTHER FOR VARIOUS AWARDS TO HIGHLIGHT THE EXCEPTIONAL CONTRIBUTIONS OF ITS MEMBERS TO HIGHER EDUCATION. 1320849 972457 CONSULTING: THE ASSOCIATION PROVIDES SERVICES TO UNIVERSITIES AND COLLEGES OF ALL SIZES ACROSS THE U.S., CANADA, AND A VARIETY OF OTHER INTERNATIONAL LOCATIONS IN THE SPECIALIZED AREAS OF STRATEGIC ENROLLMENT MANAGEMENT, STUDENT SERVICES, STAFF DEVELOPMENT, TECHNOLOGY OPTIMIZATION, CREDENTIAL INNOVATION, AND ORGANIZATIONAL OPERATIONS. 4916134 229844 1886919 AACRAO JOBS IS THE LEADING EMPLOYMENT SITE FOR ADMISSIONS, ENROLLMENT MANAGEMENT, STUDENT SERVICES AND OTHER HIGHER EDUCATION ADMINISTRATION PROFESSIONALS. AS A ONE-STOP RESOURCE FOR EMPLOYMENT, AACRAO JOBS OFFERS AN EXTENSIVE LISTING OF AVAILABLE JOBS IN HIGHER EDUCATION ADMINISTRATION THROUGHOUT THE UNITED STATES AND ABROAD. THE SITE ALSO OFFERS A RESUME BANK FOR HIRING MANAGERS TO FIND QUALIFIED CANDIDATES AMONG THE MEMBERSHIP. REVENUE: $190,860EXPENSES: $82,930STRATEGY AND PLANNING - THIS DIVISION OF THE ASSOCIATION FUNCTIONS AS A COORDINATING BODY, DEVELOPING, EVALUATING, AND IMPLEMENTING STRATEGIES THAT SATISFY THE OBJECTIVES OF INDIVIDUAL DEPARTMENTS AS WELL AS PROMOTING OVERALL ASSOCIATION GOALS. REVENUE: $129EXPENSES: $751,553CORPORATE PARTNERSHIPS - THE ASSOCIATION OFFERS A CORPORATE PARTNERSHIP PROGRAM DESIGNED TO FOSTER MUTUALLY BENEFICIAL RELATIONSHIPS BETWEEN THE ASSOCIATION AND ORGANIZATIONS THAT PROVIDE PRODUCTS AND SERVICES TO HIGHER EDUCATION INSTITUTIONS. PARTNERS HAVE OPPORTUNITIES TO SHARE THEIR EXPERTISE AND INSIGHTS WITH HIGHER EDUCATION PROFESSIONALS THROUGH WEBINARS, PUBLICATIONS, MEETINGS AND OTHER AVENUES. REVENUE: $345,720EXPENSES: $1,507,404ELECTRONIC DATABASE FOR GLOBAL EDUCATION (EDGE) EDGE IS A WEB-BASED PLATFORM THAT PROVIDES TOOLS AND RESOURCES FOR EVALUATING INTERNATIONAL EDUCATIONAL CREDENTIALS. AACRAO'S EDGE IS DESIGNED TO HELP INSTITUTIONS AND ORGANIZATIONS MAKE INFORMED DECISIONS ABOUT THE ADMISSION, TRANSFER CREDIT, AND PLACEMENT OF INTERNATIONAL STUDENTS.REVENUE: $147,136EXPENSES: $160,883 GOVERNMENT RELATIONS - THE ASSOCIATION PROVIDES MEMBERS WITH UPDATES ON FEDERAL REGULATIONS AND COMPLIANCE ISSUES, CONGRESSIONAL AND AGENCY ACTIVITY, AND HIGHER EDUCATION COVERAGE IN NATIONAL NEWS.REVENUE: $2,000EXPENSES: $535,648INTERNATIONAL INITIATIVE - AACRAO'S INTERNATIONAL INITIATIVE IS A PROGRAM THAT AIMS TO PROMOTE BEST PRACTICES IN INTERNATIONAL EDUCATION AND SUPPORT THE PROFESSIONAL DEVELOPMENT OF INTERNATIONAL EDUCATION PROFESSIONALS. THE INITIATIVE PROVIDES RESOURCES, TRAINING, AND NETWORKING OPPORTUNITIES TO HELP PROFESSIONALS NAVIGATE THE COMPLEXITIES OF INTERNATIONAL EDUCATION AND DEVELOP STRATEGIES FOR ENHANCING GLOBAL ENGAGEMENT ON THEIR CAMPUSES. THE PROGRAM ALSO ADVOCATES FOR POLICIES THAT SUPPORT INTERNATIONAL EDUCATION AND WORKS TO BUILD PARTNERSHIPS WITH INSTITUTIONS AND ORGANIZATIONS AROUND THE WORLD. EXPENSES: $161,422LAW SCHOOL ADMISSION COUNCIL (LSAC) - AACRAO AND THE LAW SCHOOL ADMISSION COUNCIL (LSAC) HAVE A PARTNERSHIP THAT ALLOWS AACRAO MEMBERS TO ACCESS LSAC'S SERVICES AND RESOURCES. THE PARTNERSHIP IS DESIGNED TO SUPPORT THE WORK OF AACRAO MEMBERS WHO ARE INVOLVED IN LAW SCHOOL ADMISSIONS AND TO PROMOTE BEST PRACTICES IN THE FIELD.REVENUE: $549,083EXPENSES: $375,248 AACRAO RESEARCH IS DEDICATED TO ADVANCING KNOWLEDGE AND UNDERSTANDING OF THE FACTORS AND CONDITIONS THAT IMPACT HIGHER EDUCATION ACADEMIC AND ENROLLMENT SERVICES, AND ULTIMATELY STUDENT SUCCESS.REVENUE: $158,320EXPENSES: $332,494FERPA THE ASSOCIATION PROVIDES A RANGE OF RESOURCES AND SERVICES RELATED TO THE FAMILY EDUCATIONAL RIGHTS AND PRIVACY ACT (FERPA ) TO HELP ITS MEMBERS UNDERSTAND AND COMPLY WITH THE LAW.REVENUE: $48,689EXPENSES: $88,246CONTENT & CURRICULUM THE ASSOCIATION OFFERS A RANGE OF TRAINING AND EDUCATIONAL PROGRAMS DESIGNED TO HELP AACRAO MEMBERS STAY UP TO DATE ON THE LATEST TRENDS AND BEST PRACTICES IN THE FIELD.REVENUE: $305,740EXPENSES: $598,158PUBLICATIONS/JOURNALS THE ASSOCIATION OFFERS A WIDE VARIETY OF PUBLICATIONS THAT ASSIST MEMBERS WITH PROFESSIONAL DEVELOPMENT, AS WELL AS HELPING THEM MAKE INFORMED DECISIONS AND IMPROVE THEIR PRACTICES. AACRAO PUBLICATIONS PLAY A CRITICAL ROLE IN COMMUNICATING KNOWLEDGE, INSIGHTS, AND BEST PRACTICES TO ITS MEMBERS AND THE BROADER HIGHER EDUCATION COMMUNITY. REVENUE: $139,242EXPENSES: $322,148 4916134 229844 1886919 8958464 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 48 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELANIE GOTTLIEB 2022939161 1108 16TH STREET NW SUITE 400 WASHINGTON DC 20036 MELANIE GOTTLIEB EXECUTIVE DIRECTOR 40.00 X 380758 0 50941 MICHELE SANDLIN DIRECTOR OF CONSULTING AND BUSINESS DEVELOPMENT 40.00 X 230558 0 38769 TINA DENEEN ASSOC. EXECUTIVE DIR. EDU. & MEMBER DEVEL. 40.00 X 184043 0 38884 WILLIAM GIL SR. DIRECTOR GOV'T. REAL. RESEARCH & POLICY DIV. 40.00 X 164810 0 18465 WENDY KILGORE SR. DIRECTOR RESEARCH & POLICY DIV. 40.00 X 151798 0 40559 MARTHA HENEBRY ASSOC. EXECUTIVE DIR. POLICY 40.00 X 142521 0 24993 QUINTINA BARNETT GALLION ASSOC. EXECUTIVE DIR. STRATEGY & PLANNING 40.00 X 142957 0 41431 JACKIE CARTER PRESIDENT 1.00 X X 0 0 0 KRISTI WOLD-MCCORMICK PRESIDENT-ELECT 1.00 X X 0 0 0 RHONDA KITCH PAST PRESIDENT 1.00 X X 0 0 0 KAREE HEAD VICE PRESIDENT FOR INTERNATIONAL EDUCATION 1.00 X 0 0 0 CHRIS HUANG VICE PRESIDENT FOR INFORMATION TECHNOLOGY 1.00 X 0 0 0 PHILIP HUNT VICE PRESIDENT FOR LEADERSHIP AND MANAGEMENT DEVEL 1.00 X 0 0 0 ARI KAUFMAN VICE PRESIDENT FOR FINANCE 1.00 X 0 0 0 ROSLYN PERRY VICE PRESIDENT FOR ACCESS AND EQUITY 1.00 X 0 0 0 JULIA POMERENK VICE PRESIDENT FOR RECORDS AND ACADEMIC SERVICES 1.00 X 0 0 0 BRENDA SELMAN VICE PRESIDENT FOR ADMISSIONS AND ENROLLMENT MANAG 1.00 X 0 0 0 TIFFANI ROBERTSON VICE PRESIDENT AT LARGE 1.00 X 0 0 0 CONNIE SHIPMAN NEWSOME VICE PRESIDENT AT LARGE 1.00 X 0 0 0 ROB SHOMAKER EXTERNAL BOARD MEMBER 1.00 X 0 0 0 1397445 0 254042 10 0 1 0 GAYLORD ROCKIES RESORT & CONV CENTER 6700 N GAYLORD ROCKIES BLVD AURORA CO 80019 CONVENTION CENTER 691474 PRG CORPORATE EVENTS PO BOX 419470 BOSTON MA 02241 EVENT DESIGNERS AND PRODUCERS 568999 CLIFTONLARSONALLEN LLP PO BOX 829709 PHILADELPHIA PA 191829709 CONSULTANTS 552920 THE WESTIN HARBOUR CASTLE 1 HARBOUR SQUARE TORONTO ON CA M6J 2 G4 CONVENTION CENTER 208076 FONTEVA LLC PO BOX 936929 ATLANTA GA 311936929 APP DESIGN AND DEVELOPMENT 206853 6 1286421 1286421 MEMBER DUES 541900 3123925 3123925 REGISTRATIONS 541900 2564155 2564155 SERVICE FEES 541900 1669272 1669272 OTHER PROGRAM SERVICE REVENUE 541900 681031 486561 194470 PUBLICATION SALES 541900 677994 677994 591219 591219 9307596 280375 280375 1068942 1004531 64411 64411 64411 OTHER INCOME 900009 24601 24601 24601 10963404 9137727 194470 344786 X 225000 225000 4844 4844 654627 559653 94974 3936301 2860752 1075549 308317 204326 103991 443948 107930 336018 329196 191613 137583 34184 23590 10594 528546 458334 70212 55979 55979 1306378 1143370 163008 2963 2844 119 501777 350026 151751 374079 170798 203281 754954 584256 170698 1566419 1459575 106844 265151 143183 121968 232566 193031 39535 14456 10120 4336 MEMBERSHIP AND SUBSCRIP 571423 109933 461490 PRINTING AND PRODUCTION 110300 106399 3901 OTHER EXPENSES 65947 11378 54569 GENERAL TAXES 52301 37509 14792 12339656 8958464 3381192 0 3987785 2250102 504162 415440 777081 524027 546090 159788 492324 500451 8489799 1690871 6962822 6798928 9378266 10510654 316576 21760664 22363832 499557 874378 2915947 3423105 5289296 5177522 41304 8746104 9475005 X 11340816 12087029 1673744 801798 13014560 12888827 21760664 22363832 X -1376252 892639 357880 X 0 1 X 1 0 X 16505 24550 2451586 1495806 1286421 5274868 9971518 6688632 7036351 8481800 9113125 41291426 55635 55635 10043658 6713182 9487937 9977606 10399546 46621929 1650000 47500 500000 2197500 76875 150088 260588 156539 12623 656713 76875 150088 1910588 204039 512623 2854213 43767716 298529 268423 240118 275166 280375 1362611 41230 104624 33129 178983 298529 268423 281348 379790 313504 1541594 798293 3334 23307 24601 849535 10342187 7779898 9772619 10380703 10737651 49013058 0.89300 0.87430 0.03150 0.03130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2019 AMOUNT: $ 798,293. 2021 AMOUNT: $ 7,770. OTHER INCOME - 2020 AMOUNT: $ 3,334. 2021 AMOUNT: $ 15,537. 2022 AMOUNT: $ 24,601. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7529901 1233102 55979 8707024 9742414 -2149923 62590 7529901 8136314 1677822 61722 9742414 8052446 139186 55318 8136314 7764539 353219 65312 8052446 1.00000 0 0 7656031 964784 6691247 449674 390470 59204 384094 335617 48477 6798928 X 12157944 892639 357880 1250519 10907425 55979 55979 10963404 12283677 0 12283677 55979 55979 12339656 PART X, LINE 2: THE AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST RATE SWAP NORTH AMERICA 0 1 PROGRAM SERVICES TRAINING HIGHER EDUCATION INSTITUTION REGISTRARS AND EXAMINE THEIR PROGRAMS 589834 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAINING HIGHER EDUCATION INSTITUTION REGISTRARS AND EXAMINE THEIR PROGRAMS 33056 0 1 0 0 0 1 622890 0 622890 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ALABAMA COMMUNITY COLLEGE SYSTEM 135 SOUTH UNION STREET MONTGOMERY AL 36104 630853596 GOVT 150000 0 PASS THRU FUNDING TENNESSEE BOARD OF REGENTS 1 BRIDGESTONE PARK 3RD FLOOR NASHVILLE TN 37214 620877872 GOVT 75000 0 PASS THRU FUNDING 2 PART I, LINE 2: THE ASSOCIATION PARTICIPATES IN A RANGE OF GRANT FUNDED ACTIVITIES THAT SUPPORT PROJECTS RELATED TO TOPICS AND INITIATIVES RELEVANT TO THE WORK OF THE ASSOCIATION AND ITS MEMBERS. X X X 0 0 0 0 0 0 0 0 0 MELANIE GOTTLIEB EXECUTIVE DIRECTOR 380758 0 0 0 0 0 37901 0 13040 0 431699 0 0 0 MICHELE SANDLIN DIRECTOR OF CONSULTING AND BUSINESS 230558 0 0 0 0 0 22641 0 16128 0 269327 0 0 0 TINA DENEEN ASSOC. EXECUTIVE DIR. EDU. & MEMBER 184043 0 0 0 0 0 18604 0 20280 0 222927 0 0 0 WILLIAM GIL SR. DIRECTOR GOV'T. REAL. RESEARCH & 164810 0 0 0 0 0 16422 0 2043 0 183275 0 0 0 WENDY KILGORE SR. DIRECTOR RESEARCH & POLICY DIV. 151798 0 0 0 0 0 15586 0 24973 0 192357 0 0 0 MARTHA HENEBRY ASSOC. EXECUTIVE DIR. POLICY 142521 0 0 0 0 0 14055 0 10938 0 167514 0 0 0 QUINTINA BARNETT GALLION ASSOC. EXECUTIVE DIR. STRATEGY & PLA 142957 0 0 0 0 0 14857 0 26574 0 184388 0 0 0 A DISTRICT OF COLUMBIA VARIABLE RATE REVENUE BONDS SERIES 2017 2017-12-28 6000000 PURCHASE OF AND IMPROVMENTS TO TWO FLOORS IN A BUILDING 0 0 0 A 6000000 6000000 2018 0 0 0 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 FORM 990, PART VI, SECTION A, LINE 6 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS IS A NON PROFIT, VOLUNTARY, PROFESSIONAL MEMBER ASSOCIATION OF MORE THAN 11,000 HIGHER EDUCATION ADMISSIONS AND REGISTRATION PROFESSIONALS WHO REPRESENT MORE THAN 2,600 INSTITUTIONS AND AGENCIES IN THE UNITED STATES AND IN 40 COUNTRIES AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 7A AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS RECEIVES ITS LEADERSHIP AND DIRECTION FROM ITS MEMBERS. EVERY YEAR AT THE ANNUAL MEETING, THE MEMBERSHIP COMES TOGETHER TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AT THE BUSINESS SESSION OF THE ANNUAL MEETING, THE MEMBERSHIP VOTE ON THE ANNUAL BUDGET AS APPROVED BY THE BOARD OF DIRECTORS AND PRESENTED BY THE AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS VP FINANCE. FORM 990, PART VI, SECTION B, LINE 11B THE AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS' FORM 990 IS FIRST PRESENTED TO THE FINANCE, INVESTMENT AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, THE 990 IS SENT TO THE ENTIRE BOARD BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS ANNUALLY REVIEWED BY MANAGEMENT AND THE BOARD TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION PARTICIPATES IN ANNUAL COMPENSATION STUDIES CONDUCTED BY AN INDEPENDENT PROFESSIONAL FIRM. THE RESULTS OF THE STUDY ARE RELIED UPON IN DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER SENIOR MANAGEMENT OFFICIALS. THE LAST REVIEW AS IN MARCH 2022. COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD. SALARY INCREASES FOR ALL OTHER STAFF MEMBERS ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR AND ALSO REQUIRE APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AMERICAN ASSOCIATION OF COLLEGIATE REGISTRARS AND ADMISSIONS OFFICERS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,143,370. MANAGEMENT AND GENERAL EXPENSES 163,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,306,378. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON SWAP INTEREST 357,880.