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← AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES

Form 990 for tax year 2023

Filed by AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES.

Totals

Total revenue
$355,310,121
Total expenses
$369,579,128
Contributions and grants received
$346,030,723
Grants paid
$5,896,681
Program services expenses (Part IX)
$305,439,845
Management and general expenses
$45,806,300
Fundraising expenses
$18,332,983
Program service expenses (Part III)
$305,439,845

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATRICIA GURIN

    BD AND CMTE MEMBER, BD CHAIR

    Total calculated
    $162,000
    From this org
    $162,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6.5

    Schedule J breakdown matched by us

    Base
    $162,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $162,000

  • LAWRENCE BOBO

    BD CMTE MBR, BD DEP CHAIR, CMTE CHR

    Total calculated
    $99,000
    From this org
    $99,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MAYRA E ALVAREZ

    BD AND CMTE MEMBER

    Total calculated
    $16,250
    From this org
    $16,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • ROBERT F BORUCH

    BD AND CMTE MEMBER

    Total calculated
    $80,250
    From this org
    $80,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • NANCY CANTOR BRECHIN

    BD AND CMTE MEMBER, CMTE CHAIR OF EI

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • KIMBERLY PATTILLO BROWNSON

    BD AND CMTE MEMBER, BD CMTE CHAIR

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • EDWARD HAMBURG

    BD & CMTE MBR, BD CMTE & DEP CHAIR

    Total calculated
    $74,500
    From this org
    $74,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • ALICIA KARAM HARKNESS

    BD, CMTE MEMBER AND BD CMTE CHAIR

    Total calculated
    $83,000
    From this org
    $83,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • DELANO LEWIS

    BD AND CMTE MEMBER

    Total calculated
    $83,750
    From this org
    $83,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • ANDREW LIAKOPOULOS

    BD & CMTE MEMBER, BD CMTE DEP CHAIR

    Total calculated
    $77,500
    From this org
    $77,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KATHY MCKINLESS

    BD & CMTE MBR, BD CMTE & DEP CHAIR

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MANUEL PASTOR

    BD & CMTE MEMBER, BD CMTE DEP CHAIR

    Total calculated
    $83,000
    From this org
    $83,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • SOL PELAVIN

    BD CMTE MBR, BD CMTE CHAIR, FMR PRES

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MICHAEL STOLL

    BD AND CMTE MEMBER

    Total calculated
    $66,250
    From this org
    $66,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DAVID MYERS

    CEO

    Total calculated
    $2,241,374
    From this org
    $2,191,270
    From related orgs
    $0
    Other
    $50,104
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $794,590
    Bonus
    $817,600
    Other
    $579,080
    Deferred
    $23,100
    Nontaxable benefits
    $27,004
    Filer's total
    $2,241,374

  • JESSICA HEPPEN

    PRESIDENT

    Total calculated
    $685,060
    From this org
    $648,207
    From related orgs
    $0
    Other
    $36,853
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $517,731
    Bonus
    $125,000
    Other
    $5,476
    Deferred
    $23,100
    Nontaxable benefits
    $13,753
    Filer's total
    $685,060

  • MARIJO AHLGRIMM

    TREASURER, EXEC. VP & CFO

    Total calculated
    $869,477
    From this org
    $841,874
    From related orgs
    $0
    Other
    $27,603
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $490,194
    Bonus
    $216,500
    Other
    $135,180
    Deferred
    $23,100
    Nontaxable benefits
    $4,503
    Filer's total
    $869,477

  • DONA KILPATRICK

    SECRETARY, GENERAL COUNSEL

    Total calculated
    $376,592
    From this org
    $327,817
    From related orgs
    $0
    Other
    $48,775
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $287,147
    Bonus
    $6,787
    Other
    $33,883
    Deferred
    $20,652
    Nontaxable benefits
    $28,123
    Filer's total
    $376,592

  • DWAYNE NORRIS END 2123

    EXEC VP & CHIEF PEOPLE OFFICER

    Total calculated
    $931,610
    From this org
    $921,157
    From related orgs
    $0
    Other
    $10,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $48,372
    Bonus
    $78,600
    Other
    $794,185
    Deferred
    $3,544
    Nontaxable benefits
    $6,909
    Filer's total
    $931,610

  • DAVID S SEIDENFELD

    SR VP, INTERNATIONAL DIVISION

    Total calculated
    $542,631
    From this org
    $509,024
    From related orgs
    $0
    Other
    $33,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,054
    Bonus
    $77,800
    Other
    $101,170
    Deferred
    $19,845
    Nontaxable benefits
    $13,762
    Filer's total
    $542,631

  • DAVID BAKER END 91223

    SR VP, HEALTH DIVISION

    Total calculated
    $493,075
    From this org
    $435,691
    From related orgs
    $0
    Other
    $57,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,458
    Bonus
    $79,600
    Other
    $121,633
    Deferred
    $17,142
    Nontaxable benefits
    $40,242
    Filer's total
    $493,075

  • TIMOTHY B HILL

    VICE PRESIDENT, HEALTH

    Total calculated
    $436,423
    From this org
    $411,929
    From related orgs
    $0
    Other
    $24,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,175
    Bonus
    $64,400
    Other
    $53,354
    Deferred
    $20,592
    Nontaxable benefits
    $3,902
    Filer's total
    $436,423

  • JULIE R KOCHANEK

    SR VP, HUMAN SERVICES

    Total calculated
    $410,538
    From this org
    $347,447
    From related orgs
    $0
    Other
    $63,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,525
    Bonus
    $56,100
    Other
    $5,822
    Deferred
    $20,919
    Nontaxable benefits
    $42,172
    Filer's total
    $410,538

  • LESLEY A SEPANLOO

    SR VP, HUMAN RES & WORKPLACE MGMT

    Total calculated
    $361,340
    From this org
    $337,290
    From related orgs
    $0
    Other
    $24,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,710
    Bonus
    $48,800
    Other
    $780
    Deferred
    $19,303
    Nontaxable benefits
    $4,747
    Filer's total
    $361,340

  • JOSEPH WAGNER

    VP, CONTRACTS, GRANTS & PROCUREMENT

    Total calculated
    $358,861
    From this org
    $334,916
    From related orgs
    $0
    Other
    $23,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,983
    Bonus
    $42,000
    Other
    $12,933
    Deferred
    $19,629
    Nontaxable benefits
    $4,316
    Filer's total
    $358,861

  • DAVID OSHER

    VP & INSTITUTE FELLOW

    Total calculated
    $486,303
    From this org
    $431,672
    From related orgs
    $0
    Other
    $54,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,106
    Bonus
    $7,500
    Other
    $47,066
    Deferred
    $23,100
    Nontaxable benefits
    $31,531
    Filer's total
    $486,303

  • MICHAEL GARET

    VP & INSTITUTE FELLOW

    Total calculated
    $474,803
    From this org
    $438,516
    From related orgs
    $0
    Other
    $36,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,450
    Bonus
    $25,000
    Other
    $47,066
    Deferred
    $21,414
    Nontaxable benefits
    $14,873
    Filer's total
    $474,803

  • MAKINI NYANTEH

    CCO AND SR VP - COMMUNICATIONS

    Total calculated
    $454,948
    From this org
    $408,558
    From related orgs
    $0
    Other
    $46,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,764
    Bonus
    $88,000
    Other
    $1,794
    Deferred
    $20,696
    Nontaxable benefits
    $25,694
    Filer's total
    $454,948

  • LAWRENCE B FRIEDMAN

    VP, HUMAN SERVICES DIVISION

    Total calculated
    $441,636
    From this org
    $381,005
    From related orgs
    $0
    Other
    $60,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,490
    Bonus
    $44,400
    Other
    $50,115
    Deferred
    $20,783
    Nontaxable benefits
    $39,848
    Filer's total
    $441,636

  • SUSAN BASEMAN

    VP, HEALTH

    Total calculated
    $427,866
    From this org
    $378,453
    From related orgs
    $0
    Other
    $49,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,206
    Bonus
    $50,800
    Other
    $60,447
    Deferred
    $17,711
    Nontaxable benefits
    $31,702
    Filer's total
    $427,866

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 — 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 · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR PERSONS LISTED ON PART VII, SECTION A, LINE 1A. WHEN SUPPORTED BY A MEDICAL PURPOSE OR BUSINESS NEED. AIR LIMITS THE USE OF CORPORATE CREDIT CARDS BY EMPLOYEES THAT CREATE DIRECT LIABILITY TO THE ORGANIZATION. CHARGES ON CREDIT CARDS ARE SUBJECT TO LIMITS. CHARGES ON CARDS WITH CORPORATE LIABILITY ARE REVIEWED AND RECONCILED REGULARLY FOR APPROPRIATENESS OF THE BUSINESS PURPOSE. OCCASIONAL, INFREQUENT USES FOR PERSONAL PURPOSES ARE DE MINIMIS AND REPORTED AS TAXABLE INCOME TO THE PERSONS IF NOT OTHERWISE REIMBURSED. WITH RARE FREQUENCY, TRAVEL MAY BE PROCURED FOR, AND REIMBURSED BY, COMPANIONS.
PART I, LINES 4A-B
CERTAIN ELIGIBLE SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED COMPENSATION PLAN PURSUANT TO ADVANCE APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. THE PLAN PROVIDES THE PARTICIPANTS WITH THE ABILITY TO EARN THE EQUIVALENT OF THE ANNUAL RETIREMENT CONTRIBUTION THAT WOULD HAVE BEEN RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN STATUTORILY LIMITED. CERTAIN CONTRIBUTIONS TO THE NON-QUALIFIED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS THAT ALSO SERVE TO DEFER PAYMENT AND INCENT THE EXECUTIVES' RETENTION.
PART I, LINE 7
IN ADDITION TO BASE SALARY, AIR ADMINISTERS A BONUS PLAN, APPROVED ANNUALLY BY THE INDEPENDENT BOARD OF DIRECTORS, THAT USES VARIABLE COMPENSATION TO RECOGNIZE NON-OFFICER AND OFFICER EMPLOYEES FOR EXCEPTIONAL CONTRIBUTION TO OVERALL ORGANIZATIONAL PERFORMANCE. THE BONUS PLAN FOR CERTAIN OFFICER AND KEY EMPLOYEE ROLES IS BASED ON PERFORMANCE AS MEASURED AGAINST PREVIOUSLY ESTABLISHED GOALS. ALL EMPLOYEES ARE ALSO ELIGIBLE TO EARN VARIABLE COMPENSATION. INDEPENDENT DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS.
SCHEDULE J, PART II, COLUMN B, C & D:
ADDITIONAL INFORMATION ABOUT COMPENSATION REPORTED IN COLUMN B(III) INCLUDES THE FOLLOWING: SCHEDULE J, PART I, LINE 4B REFLECTS THE FOLLOWING: PAYMENTS IN 2023 OF: $523,361 TO DAVID MYERS, $90,382 TO MARIJO AHLGRIMM, $120,700 TO DWAYNE NORRIS, $50,000 TO TIMOTHY HILL, $100,000 TO DAVID SEIDENFELD, AND $15,000 TO SUSAN BASEMAN MADE PURSUANT TO FULLY VESTED TERMS OF APPLICABLE EMPLOYMENT AGREEMENTS. SEPARATION PAYMENTS IN 2023 OF $491,375 FOR DWAYNE NORRIS AND $70,854 FOR DAVID BAKER. CASH LEAVE PAYMENTS IN 2023 OF $69,970 FOR DWAYNE NORRIS AND $46,917 FOR DAVID BAKER. DEFERRED COMPENSATION PAYMENTS IN 2023 OF $78,031 FOR DWAYNE NORRIS. EFFECTIVE IN 2023 AIR ADDED A NEW BENEFIT, RETIREMENT TRANSITION BENEFIT PAYMENT. PAYMENTS WERE AS FOLLOWS: $39,650 MARIJO AHLGRIMM, $4,307 JESSICA HEPPEN, $28,735 DONA KILPATRICK, $39,650 DAVID MYERS, $33,550 DWAYNE NORRIS, $2,468 JULIE R. KOCHANEK, $7,785 JOSEPH WAGNER, $39,650 DAVID OSHER, $39,650 MICHAEL GARET, $39,237 LAWRENCE FRIEDMAN, $35,540 SUSAN BASEMAN.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • AMERICAN INSTITUTES FOR RESEARCH UK LIMITED

    BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS · UK · controlled entity

    Directly controlled by AIR

  • AIR INTERNATIONAL

    501(C)(3) · SEE SCHEDULE R, PART VII · DC · controlled entity

    Directly controlled by AIR

  • AIR EUROPE

    SEE SCHEDULE R, PART VII · GM · controlled entity

    Directly controlled by AIR

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349316516

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