Skip to content
Nonprofiteer
← AMERICAN COUNCIL ON EDUCATION

Form 990 for tax year 2022

Filed by AMERICAN COUNCIL ON EDUCATION.

Totals

Total revenue
$39,731,035
Total expenses
$35,938,470
Contributions and grants received
$10,422,157
Grants paid
$70,409
Program service revenue
$21,263,289
Investment income
$2,521,227
Other revenue
$5,524,362
Total assets, end of year
$88,069,812
Total liabilities, end of year
$19,700,378
Net assets or fund balances, end of year
$68,369,434
Program services expenses (Part IX)
$24,534,414
Management and general expenses
$10,595,088
Fundraising expenses
$808,968
Program service expenses (Part III)
$24,534,414

Program services were 68.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $32,486

  • 1f · All other contributions, gifts and grants

    $10,389,671

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $7,943,079 · related or exempt $7,943,079

  • 2b · Program service revenue: RENTAL INCOME

    total $5,295,267 · related or exempt $5,295,267

  • 2c · Program service revenue: REVIEW AND REGISTRATION FEES

    total $4,149,040 · related or exempt $4,149,040

  • 2d · Program service revenue: FEDERAL CONTRACT REVENUE

    total $3,928,623 · related or exempt $3,928,623

  • 2e · Program service revenue: ADVERTISING

    total $130,025 · unrelated business $130,025

  • 2f · All other program service revenue

    total -$182,745 · related or exempt -$182,745

  • 3 · Investment income

    total $2,447,801 · unrelated business $97,565 · excluded $2,350,236

  • 5 · Royalties

    total $5,449,030 · excluded $5,449,030

  • 7a · Gross sales of assets other than inventory

    securities $13,438,446

  • 7b · Less cost or other basis and sales expenses

    securities $13,365,020

  • 7c · Gain or loss

    securities $73,426

  • 7d · Net gain or loss

    total $73,426 · excluded $73,426

  • 10a · Gross sales of inventory

    $39,277

  • 10b · Cost of goods sold

    $54,163

  • 10c · Net income from sales of inventory

    total -$14,886 · related or exempt -$14,886

  • 11a · Other revenue: GARAGE PARKING

    total $86,380 · excluded $86,380

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $2,458 · excluded $2,458

  • 11c · Other revenue: VENDING MACHINE SERVICE REVENUE

    total $1,380 · excluded $1,380

  • 11e · Other revenue, total

    $90,218

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $63,409 · program services $63,409

  • 2 · Grants to domestic individuals

    total $7,000 · program services $7,000

  • 5 · Compensation of officers, directors and key employees

    total $3,481,801 · program services $3,036,403 · management and general $445,398

  • 7 · Other salaries and wages

    total $13,061,518 · program services $9,140,109 · management and general $3,388,227 · fundraising $533,182

  • 8 · Pension plan contributions

    total $829,287 · program services $587,582 · management and general $209,768 · fundraising $31,937

  • 9 · Other employee benefits

    total $2,344,835 · program services $1,706,850 · management and general $557,628 · fundraising $80,357

  • 10 · Payroll taxes

    total $1,103,575 · program services $809,931 · management and general $257,517 · fundraising $36,127

  • 11b · Fees: legal

    total $194,114 · program services $80,474 · management and general $110,260 · fundraising $3,380

  • 11c · Fees: accounting

    total $75,720 · management and general $75,720

  • 11d · Fees: lobbying

    total $141,000 · program services $141,000

  • 11g · Fees: other

    total $6,434,246 · program services $4,895,984 · management and general $1,504,193 · fundraising $34,069

  • 12 · Advertising and promotion

    total $69,884 · program services $50,004 · management and general $18,341 · fundraising $1,539

  • 13 · Office expenses

    total $153,687 · program services $101,815 · management and general $49,971 · fundraising $1,901

  • 14 · Information technology

    total $1,726,308 · program services $747,997 · management and general $952,939 · fundraising $25,372

  • 16 · Occupancy

    total $646,857 · program services $202,185 · management and general $436,188 · fundraising $8,484

  • 17 · Travel

    total $586,361 · program services $558,309 · management and general $24,770 · fundraising $3,282

  • 19 · Conferences, conventions and meetings

    total $1,144,089 · program services $1,088,649 · management and general $42,823 · fundraising $12,617

  • 20 · Interest

    total $1,331 · program services $410 · management and general $904 · fundraising $17

  • 22 · Depreciation, depletion and amortization

    total $2,097,940 · program services $671,685 · management and general $1,414,675 · fundraising $11,580

  • 23 · Insurance

    total $232,405 · program services $12,745 · management and general $219,125 · fundraising $535

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $879,560 · program services $253,063 · management and general $615,868 · fundraising $10,629

  • 24b · Other expenses: TAXES

    total $332,210 · program services $99,748 · management and general $228,272 · fundraising $4,190

  • 24c · Other expenses: DUES & PUBLICATIONS

    total $178,876 · program services $154,417 · management and general $19,294 · fundraising $5,165

  • 24d · Other expenses: OTHER EXPENSES

    total $129,169 · program services $107,982 · management and general $17,095 · fundraising $4,092

  • 24e · All other expenses

    total $23,288 · program services $16,663 · management and general $6,112 · fundraising $513

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,282,974 · end of year $7,876,083

  • 2 · Savings and temporary cash investments

    beginning of year $1,416,510 · end of year $5,806,353

  • 4 · Accounts receivable

    beginning of year $4,016,035 · end of year $4,868,211

  • 8 · Inventories for sale or use

    beginning of year $18,763 · end of year $15,909

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,201,110 · end of year $1,163,896

  • 10a · Land, buildings and equipment: cost or other basis

    $47,335,092

  • 10b · Land, buildings and equipment: accumulated depreciation

    $39,032,535

  • 10c · Land, buildings and equipment, net

    beginning of year $8,138,483 · end of year $8,302,557

  • 11 · Investments: publicly traded securities

    beginning of year $49,044,566 · end of year $52,567,245

  • 12 · Investments: other securities

    beginning of year $220,063 · end of year $65,264

  • 13 · Investments: program-related

    beginning of year $4,593,557 · end of year $4,255,346

  • 15 · Other assets

    beginning of year $2,979,345 · end of year $3,148,948

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,826,165 · end of year $3,798,793

  • 19 · Deferred revenue

    beginning of year $8,318,880 · end of year $11,146,309

  • 25 · Other liabilities

    beginning of year $4,888,423 · end of year $4,755,276

  • 27 · Net assets without donor restrictions

    beginning of year $56,827,991 · end of year $60,135,311

  • 28 · Net assets with donor restrictions

    beginning of year $3,049,947 · end of year $8,234,123

Mission and programs · 2022

Mission

ACE LEADS HIGHER EDUCATION WITH A UNITED VISION FOR THE FUTURE, GALVANIZING OUR MEMBERS TO MAKE CHANGE. THE COUNCIL COLLABORATES ACROSS THE SECTOR TO DESIGN SOLUTIONS FOR TODAY'S CHALLENGES, SERVES THE NEEDS OF A DIVERSE STUDENT POPULATION, SHAPES EFFECTIVE PUBLIC POLICY, AND PROMOTES A MORE INCLUSIVE FUTURE. ACE IS THE MAJOR COORDINATING BODY FOR HIGHER EDUCATION IN THE UNITED STATES.

Activities or mission (Part I)

CONSENSUS LEADER ON HIGHER EDUCATION ISSUES & COORDINATING BODY FOR UNITED STATES HIGHER ED.

  • ADULT LEARNING AND EDUCATIONAL CREDENTIALS: ACE LEARNING EVALUATIONS (LE) DEMONSTRATES ITS COMMITMENT TO ADULT LEARNERS AND POSTSECONDARY CREDENTIAL ATTAINMENT THROUGH A WIDE RANGE OF PROGRAMS AND INITIATIVES THAT SUPPORT STUDENT SUCCESS. THIS INCLUDES ASSISTING COLLEGES AND UNIVERSITIES GRANT CREDIT FOR WORKPLACE LEARNING AND TRAINING TO IMPROVE ACCESS TO AND SUCCESS IN POSTSECONDARY EDUCATION. ACE VALIDATES A WIDE VARIETY OF EDUCATION AND TRAINING PROGRAMS FROM COURSES TO EXAMINATIONS, INCLUDING LANGUAGES, CERTIFICATIONS, AND APPRENTICESHIP PROGRAMS. THROUGH A CONTINUED CONTRACT WITH DEPARTMENT OF DEFENSE, ACE VALIDATES MILITARY TRAINING AND OCCUPATIONAL EXPERIENCES TO BRIDGE THE GAP BETWEEN PROFESSIONAL MILITARY EDUCATION AND POSTSECONDARY EDUCATION WHILE ENHANCING GOVERNMENT AND POSTSECONDARY DATA SYSTEMS AND VIRTUAL TECHNOLOGY. ASSOCIATED SUPPORT SERVICES CONNECT INSTITUTIONS OF HIGHER EDUCATION AND EMPLOYERS TO IMPROVE ECONOMIC MOBILITY FOR INDEPENDENT LEARNERS TO OBTAIN ACADEMIC CREDIT FOR FORMAL COURSES, TRAINING, AND EXPERIENCES TAKEN OUTSIDE TRADITIONAL COLLEGES AND UNIVERSITIES. THIS WORK ENSURES THE VALIDITY AND RELIABILITY OF NON-TRADITIONAL LEARNING AND PROVIDES OPPORTUNITIES FOR UNDERSERVED STUDENT POPULATIONS IN COLLEGE AND THE WORKFORCE.

    Expenses $6,986,775 · Revenue $5,781,608

  • PROFESSIONAL DEVELOPMENT: ACE HAS A LONG HISTORY OF PROVIDING LEARNING AND ENGAGEMENT OPPORTUNITIES FOR CAMPUS LEADERS, INCLUSIVE OF PROGRAMS, SERVICES, AND RESEARCH. ACE'S EDUCATION FUTURES DIVISION (LEADING THE COUNCIL'S PROGRAMMATIC WORK) OFFERS A SUITE OF PROGRAMS AND SERVICES THAT ENRICH THE CAPACITY OF INSTITUTIONS AND INDIVIDUAL LEADERS TO INNOVATE, ADAPT AND PROMOTE HIGH QUALITY PRACTICE WITHIN HIGHER EDUCATION. THE UNIT SERVES INDIVIDUAL LEADERS AND INSTITUTIONS BY LEVERAGING A SUITE OF BLENDED SOLUTIONS INCLUDING BUT NOT LIMITED TO ACE'S TRANSFORMATION LABS AND ACE FELLOWS. ACE'S TRANSFORMATION LABS GUIDE HIGHER EDUCATION INSTITUTIONS THROUGH A STRUCTURED, CAMPUS-WIDE PLANNING PROCESS TO ADDRESS PRESSING STRATEGIC GOALS. CURRENT TRANSFORMATION LABS FOCUS ON LEARNER SUCCESS AND CAMPUS INTERNATIONALIZATION. LABS ARE FUNDED THROUGH GRANTS AND/OR PARTICIPANT FEES AND INCLUDE CAMPUS ENGAGEMENT WITH ACE LASTING FROM THREE MONTHS TO TWO YEARS. ACE FELLOWS OFFERS AN IN-DEPTH YEAR-LONG IMMERSION IN HIGHER EDUCATION LEADERSHIP. A COHORT OF 30 TO 50 LEADERS ARE SELECTED EACH YEAR TO PARTICIPATE IN THE PROGRAM, WHICH INCLUDES A SERIES OF RETREATS FOCUSED ON ESSENTIAL KNOWLEDGE AND SKILLS, EXTENDED MENTORING BY EXECUTIVES FROM A HOST CAMPUS, COMPLETION OF SPECIAL PROJECTS AND ASSIGNMENTS TO TRANSFORM AND ENHANCE BOTH THEIR HOME AND HOST CAMPUSES, AND OPPORTUNITIES TO CONNECT WITH AND LEARN FROM A WIDE ARRAY OF CAMPUS LEADERS. PARTICIPATION IN THE FELLOWS PROGRAM IS SUPPORTED BY PROGRAM FEES, GRANTS AND SCHOLARSHIPS. ACE'S COMMUNITY STRATEGY AND ENGAGEMENT UNIT FOCUSES ON FOSTERING PARTNERSHIP AND ENGAGEMENT WITH KEY STAKEHOLDERS AND ORGANIZATIONS, SUCH AS THE ACE WOMEN'S NETWORK AND THE ACE COUNCIL OF FELLOWS. THE COUNCIL OF FELLOWS COORDINATES THE ACTIVITIES, EVENTS, AND FUNDRAISING EFFORTS OF THE ACE FELLOWS PROGRAM ALUMNI. SINCE ITS INCEPTION IN 1965, OVER 2,000 INDIVIDUALS HAVE PARTICIPATED IN THE ACE FELLOWS PROGRAM. THIS DIVERSE NETWORK OF ALUMNI ARE AN ONGOING SOURCE OF SHARED EXPERTISE AND SUPPORT FOR ONE ANOTHER AS THEY NAVIGATE CHALLENGES FACING THEIR INSTITUTIONS AND PROACTIVELY ENGAGE TO ADVANCE HIGHER EDUCATION'S OVERARCHING MISSION. THE ACE WOMEN'S NETWORK IS A SYSTEM OF STATE-BASED NETWORKS WITH THE GOAL OF SUPPORTING AND ADVANCING WOMEN LEADERS IN HIGHER EDUCATION. ANNUALLY THE STATE NETWORKS REACH APPROXIMATELY 10,000 WOMEN AND SUPPORTS THE OVERARCHING VISION OF DIVERSIFYING THE HIGHER EDUCATION LEADERSHIP PIPELINE. THROUGH PROGRAMS AND INITIATIVES AND WITH THE SUPPORT OF ACE STAFF, THE STATE NETWORKS ENGAGE IN A SHARED MISSION OF IDENTIFYING, DEVELOPING, ENCOURAGING, ADVANCING, LEADING AND SUPPORTING WOMEN IN HIGHER EDUCATION CAREERS. EACH OF THE AFOREMENTIONED UNITS EMPLOYS ACE ENGAGE, ACE'S DIGITAL ENGAGEMENT TOOL, TO ADVANCE PRODUCT DISSEMINATION AND NETWORKING OPPORTUNITIES FOR HIGHER EDUCATION LEADERS. ACE ENGAGE IS A RESOURCE TO FOSTER VIRTUAL PEER TO PEER NETWORKING AND LEARNING, AND OFFERS INDIVIDUAL LEADERS ACCESS TO A RESOURCE LIBRARY, WEBINARS AND ONLINE WORKSHOPS WITH EXPERTS.

    Expenses $5,251,254 · Grants $70,409 · Revenue $1,301,321

  • GOVERNMENT RELATIONS AND PUBLIC AFFAIRS: COORDINATES AND PUBLICIZES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS POSITIONS AND CONCERNS TO THE FEDERAL GOVERNMENT. ACE'S DIVISION OF GOVERNMENT RELATIONS (DGR) COORDINATES THE EFFORTS OF THE HIGHER EDUCATION COMMUNITY IN REPRESENTING ITS CONCERNS TO THE FEDERAL GOVERNMENT. STAFF MEMBERS PREPARE TESTIMONY FOR CONGRESSIONAL HEARINGS, COMMENT ON PROPOSED FEDERAL LEGISLATION AND REGULATIONS, AND FILE AMICUS CURIAE BRIEFS ON COURT CASES WITH IMPORTANT IMPLICATIONS FOR HIGHER EDUCATION, AMONG OTHER ACTIVITIES. FOR FEDERAL GOVERNMENT POLICY MAKERS, THE DIVISION ACTS AS THE CENTRAL SOURCE OF INFORMATION AND COUNSEL ON HIGHER EDUCATION ISSUES. DIVISION STAFF MEMBERS ALSO COMMUNICATE INFORMATION ON RELEVANT EDUCATIONAL CONCERNS AND ACE POLICY POSITIONS TO THE MEDIA, COLLEGE AND UNIVERSITY OFFICIALS, AND THE GENERAL PUBLIC. ANOTHER MEANS OF DISSEMINATION OF THIS INFORMATION IS THE ACE ANNUAL MEETING, WHICH IS AN IDEAL SETTING FOR NETWORKING WITH COLLEAGUES AND ADDRESSING FUTURE CHALLENGES OF HIGHER EDUCATION, INCLUDING IN THE PUBLIC POLICY ARENA.THE OFFICE OF PUBLIC AFFAIRS WORKS TO MAINTAIN THE COUNCIL'S PRESENCE AS A TOP SOURCE FOR MEDIA ON HIGHER EDUCATION ISSUES AND POLICY, ENHANCE PUBLIC UNDERSTANDING OF A WIDE RANGE OF HIGHER EDUCATION TOPICS, ADVOCATE ON BEHALF OF ACE MEMBERSHIP ON KEY ISSUES, AND PROMOTE THE IMPORTANT WORK OF ACE PROGRAMS.

    Expenses $3,989,805

  • CARNEGIE CLASSIFICATION: FOR THE LAST 50 YEARS, THE CARNEGIE CLASSIFICATIONS OF INSTITUTIONS OF HIGHER EDUCATION HAVE BEEN THE GOLD STANDARD FOR ORGANIZING COLLEGES AND UNIVERSITIES BY A VARIETY OF CHARACTERISTICS, AND ARE USED BY RESEARCHERS AROUND THE WORLD TO STUDY THE HIGHER EDUCATION SECTOR IN AMERICA. ACE PARTNERED WITH THE CARNEGIE FOUNDATION IN FEBRUARY 2022 TO REDESIGN THE CARNEGIE CLASSIFICATIONS TO BETTER REFLECT THE DIVERSE SET OF INSTITUTIONS AND MISSIONS IN HIGHER EDUCATION TODAY AND TO ESTABLISH NEW CLASSIFICATIONS, INCLUDING ONES THAT ARE CENTERED ON STUDENTS' SOCIAL AND ECONOMIC MOBILITY. IN FY23, ACE LAUNCHED A NEW WEBSITE THAT IS MORE USER-FRIENDLY; PLANNED FOR THE EXPANSION OF THE ELECTIVE CLASSIFICATIONS; CONTINUED WORK ON THE CLASSIFICATION METHODOLOGY; ENGAGED WITH AN ESTIMATED 3,000 STAKEHOLDERS ACROSS DOZENS OF MEETINGS, INSTITUTIONAL SITE VISITS, AND 15 CONFERENCES OR LARGE-SCALE EVENTS; PUBLISHED A BLOG POST ON TAKEAWAYS FROM THAT ENGAGEMENT; AND HAD TWO INTERVIEWS PUBLISHED IN EXTERNAL MAGAZINES. ADDITIONALLY, IN FY23, ACE RELEASED UPDATES FOR THE BASIC AND SOCIAL & ECONOMIC MOBILITY CLASSIFICATIONS, WHICH WILL BE FINALIZED IN FY25; RELEASED ADDITIONAL SCHOLARSHIPS ON THE CLASSIFICATIONS AND RELATED CONCEPTS THROUGH A WHITE PAPER SERIES THAT WILL BEGIN RELEASE IN FY24; AND REVIEWED 61 APPLICATIONS FOR THE 2024 COMMUNITY ENGAGEMENT CLASSIFICATION, WHICH WILL BE FINALIZED FOR RELEASE IN FY24.

    Expenses $3,393,752 · Revenue $9,890

  • ANNUAL MEETING AND OTHER PROGRAMS: ACE'S ANNUAL MEETING BRINGS TOGETHER HIGHER EDUCATION LEADERS FROM ALL SECTORS. THE ANNUAL MEETING IS AN EVENT TO NETWORK WITH COLLEAGUES, HEAR ABOUT EMERGING TRENDS FROM NATIONAL THOUGHT LEADERS, AND LEARN ABOUT NEW APPROACHES TO CAMPUS CHALLENGES.

    Expenses $2,979,190 · Revenue $14,197,860

  • POLICY ANALYSIS & RESEARCH: THE ACE RESEARCH UNIT CONDUCTS RESEARCH AND ANALYSIS THAT ADVANCE THE COUNCIL'S THOUGHT LEADERSHIP AREAS INCLUDING BUT NOT LIMITED TO: (1) EQUITY-MINDED LEADERSHIP, (2) STUDENT SUCCESS AND COMPLETION, (3) GLOBALLY ENGAGED AND EFFECTIVE INSTITUTIONS, AND (4) INSTITUTIONAL TRANSFORMATION. THE UNIT PRODUCES MAJOR REPORTS, TOPICAL RESEARCH BRIEFS, RESEARCH-INFORMED PRACTICE GUIDES, BLOGS, AND OTHER PRODUCTS THAT PROVIDE COLLEGE AND UNIVERSITY LEADERS, POLICYMAKERS, AND OTHER STAKEHOLDERS WITH KEY INSIGHTS TO INFORM POLICY AND PRACTICE.

    Expenses $1,933,638 · Revenue $11,888

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LINDA A LIVINGSTONE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • FELIX V MATOS RODRIGUEZ

    VICE CHAIR/CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL RAO

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROSLYN CLARK ARTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KENYA AYERS-PALMORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE S BACOW

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • NEELI BENDAPUDI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARRIE BILLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • L JOY GATES BLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY BRANTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SYLVIA M BURWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • F JAVIER CEVALLOS

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • WALTER TED CARTER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANA MARI CAUCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES P CLEMENTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ISIAAH CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK J DOOLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER M DONOHUE

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • HARRY J ELAM JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAMIAN J FERNANDEZ

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • JOAN TA GABEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORGE G GONZALEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD J HELLDOBLER

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • SHIRLEY V HOOGSTRA

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • CARRIE BESNETTE HAUSER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENNIS H HOLTSCHNEIDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNE M KRESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN KRUGER

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • PAUL J LEBLANC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY S MAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES B MILLIKEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK MITSUI

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • JUAN SANCHEZ MUNOZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THUY THI NGUYEN

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • BRIAN NOLAND

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • SANTA J ONO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA H PAXSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD J PAPPAS

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • BILL PINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT PULSIPHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MADELINE PUMARIEGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL J PHELAN

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • MARK C REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDY K SAKAKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NAYEF H SAMHAT

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • VALERIE SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL J SORRELL

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • TOM STRITIKUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA TENIENTE-MATSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REYNOLD VERRET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN SCHUSTER WEBB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELVA K WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES L WELCH

    DIRECTOR - UNTIL 09/2023

    Total calculated
    $0
    Hours/week
    1

  • LEOCADIA I ZAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THEODORE MITCHELL

    PRESIDENT, EX OFFICIO

    Total calculated
    $845,534
    From this org
    $811,411
    From related orgs
    $0
    Other
    $34,123
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $670,000
    Bonus
    $0
    Other
    $141,411
    Deferred
    $21,350
    Nontaxable benefits
    $12,773
    Filer's total
    $845,534

  • TERRY HARTLE

    SVP, DGPA - UNTIL 02/2023

    Total calculated
    $464,118
    From this org
    $436,968
    From related orgs
    $0
    Other
    $27,150
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $433,522
    Bonus
    $0
    Other
    $3,446
    Deferred
    $21,350
    Nontaxable benefits
    $5,800
    Filer's total
    $464,118

  • KARA FREEMAN

    SVP, COO - UNTIL 05/2023

    Total calculated
    $407,201
    From this org
    $369,126
    From related orgs
    $0
    Other
    $38,075
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $368,335
    Bonus
    $0
    Other
    $791
    Deferred
    $21,350
    Nontaxable benefits
    $16,725
    Filer's total
    $407,201

  • DERRICK ANDERSON

    SVP, L&E

    Total calculated
    $350,984
    From this org
    $316,685
    From related orgs
    $0
    Other
    $34,299
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $316,369
    Bonus
    $0
    Other
    $316
    Deferred
    $18,958
    Nontaxable benefits
    $15,341
    Filer's total
    $350,984

  • MUSHTAQ GUNJA

    EX. DIR., CCS AND SVP

    Total calculated
    $323,915
    From this org
    $285,775
    From related orgs
    $0
    Other
    $38,140
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $285,400
    Bonus
    $0
    Other
    $375
    Deferred
    $20,650
    Nontaxable benefits
    $17,490
    Filer's total
    $323,915

  • ZENITTA ANDERSON

    SVP, CAO

    Total calculated
    $232,828
    From this org
    $200,508
    From related orgs
    $0
    Other
    $32,320
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $199,705
    Bonus
    $257
    Other
    $546
    Deferred
    $14,662
    Nontaxable benefits
    $17,658
    Filer's total
    $232,828

  • JON FANSMITH

    SVP, GOVERNMENT RELATIONS

    Total calculated
    $208,371
    From this org
    $194,247
    From related orgs
    $0
    Other
    $14,124
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $193,800
    Bonus
    $0
    Other
    $447
    Deferred
    $12,274
    Nontaxable benefits
    $1,850
    Filer's total
    $208,371

  • KENNETH TROSHINSKY

    VP AND CFO - UNTIL 05/2023

    Total calculated
    $166,454
    From this org
    $160,002
    From related orgs
    $0
    Other
    $6,452
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $159,370
    Bonus
    $0
    Other
    $632
    Deferred
    $1,534
    Nontaxable benefits
    $4,918
    Filer's total
    $166,454

  • JESSIE BROWN

    SVP, CHIEF OF STAFF

    Total calculated
    $118,030
    From this org
    $108,771
    From related orgs
    $0
    Other
    $9,259
    Hours/week
    35

  • PETER MCDONOUGH

    VP, GENERAL COUNSEL

    Total calculated
    $362,005
    From this org
    $327,812
    From related orgs
    $0
    Other
    $34,193
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $324,346
    Bonus
    $0
    Other
    $3,466
    Deferred
    $21,350
    Nontaxable benefits
    $12,843
    Filer's total
    $362,005

  • LOUIS SOARES

    CHIEF LEARNING & INNOVATION OFFICER

    Total calculated
    $345,579
    From this org
    $304,412
    From related orgs
    $0
    Other
    $41,167
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $302,980
    Bonus
    $0
    Other
    $1,432
    Deferred
    $21,350
    Nontaxable benefits
    $19,817
    Filer's total
    $345,579

  • MARLON SUKAL

    CHIEF PEOPLE AND CULTURE OFFICER

    Total calculated
    $254,374
    From this org
    $243,652
    From related orgs
    $0
    Other
    $10,722
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $243,264
    Bonus
    $0
    Other
    $388
    Deferred
    $10,290
    Nontaxable benefits
    $432
    Filer's total
    $254,374

  • JONATHAN RISKIND

    VP, PUBLIC AFFAIRS

    Total calculated
    $248,776
    From this org
    $216,179
    From related orgs
    $0
    Other
    $32,597
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $214,676
    Bonus
    $0
    Other
    $1,503
    Deferred
    $15,441
    Nontaxable benefits
    $17,156
    Filer's total
    $248,776

  • BATHSHEBA PHILPOTT

    VP, ADVANCEMENT - 01/2023

    Total calculated
    $248,139
    From this org
    $220,827
    From related orgs
    $0
    Other
    $27,312
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $220,052
    Bonus
    $0
    Other
    $775
    Deferred
    $15,472
    Nontaxable benefits
    $11,840
    Filer's total
    $248,139

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THEODORE MITCHELL'S W-2 COMPENSATION INCLUDES IMPUTED OCCUPANCY INCOME FOR RESIDENCE FOR PERSONAL USE IN THE AMOUNT OF $141,867. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION AS OTHER REPORTABLE COMPENSATION. PER THE PRESIDENT'S EMPLOYMENT CONTRACT, COMPENSATION INCLUDES AN AMOUNT TO REASONABLY APPROXIMATE "GROSSED UP" PERSONAL INCOME TAXES INCURRED BY THE PRESIDENT AS A RESULT OF IMPUTED OCCUPANCY INCOME.
PART I, LINE 4B
THEODORE MITCHELL PARTICIPATED IN A 457(F) PLAN AND ON HIS BEHALF, ACE CONTRIBUTED $100,000 TO THE PLAN DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
21 May 2024
IRS schema version
2022v5.0
Source object
202411779349300426

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.