Totals
- Total revenue
- $1,338,609
- Total expenses
- $1,314,578
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,303,232
- Investment income
- $35,377
- Other revenue
- $0
- Total assets, end of year
- $2,279,778
- Total liabilities, end of year
- $866,400
- Net assets or fund balances, end of year
- $1,413,378
- Program services expenses (Part IX)
- $1,172,368
- Management and general expenses
- $142,210
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,172,368
Program services were 89.2% 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.
-
2a · Program service revenue: Membership Dues
total $968,520 · related or exempt $968,520
-
2b · Program service revenue: Member Meetings
total $325,512 · related or exempt $325,512
-
2c · Program service revenue: Membership Services
total $9,200 · related or exempt $9,200
-
3 · Investment income
total $35,377 · excluded $35,377
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $291,288 · program services $245,917 · management and general $45,371
-
7 · Other salaries and wages
total $353,291 · program services $298,262 · management and general $55,029
-
8 · Pension plan contributions
total $38,757 · program services $32,720 · management and general $6,037
-
9 · Other employee benefits
total $55,766 · program services $47,080 · management and general $8,686
-
10 · Payroll taxes
total $43,817 · program services $36,992 · management and general $6,825
-
11b · Fees: legal
total $750 · program services $656 · management and general $94
-
11c · Fees: accounting
total $38,491 · program services $33,680 · management and general $4,811
-
11g · Fees: other
total $148,575 · program services $147,996 · management and general $579
-
13 · Office expenses
total $19,742 · program services $18,566 · management and general $1,176
-
14 · Information technology
total $32,096 · program services $28,532 · management and general $3,564
-
16 · Occupancy
total $32,152 · program services $28,133 · management and general $4,019
-
17 · Travel
total $9,052 · program services $9,052
-
19 · Conferences, conventions and meetings
total $187,732 · program services $187,732
-
22 · Depreciation, depletion and amortization
total $5,058 · program services $4,426 · management and general $632
-
23 · Insurance
total $9,407 · program services $8,230 · management and general $1,177
-
24a · Other expenses: Dues and Subscriptions
total $34,730 · program services $30,520 · management and general $4,210
-
24b · Other expenses: Communications
total $13,874 · program services $13,874
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $54,012 · end of year $50,015
-
2 · Savings and temporary cash investments
beginning of year $2,153,036 · end of year $2,183,869
-
9 · Prepaid expenses and deferred charges
beginning of year $29,669 · end of year $43,764
-
10a · Land, buildings and equipment: cost or other basis
$11,228
-
10b · Land, buildings and equipment: accumulated depreciation
$9,098
-
10c · Land, buildings and equipment, net
beginning of year $5,529 · end of year $2,130
-
17 · Accounts payable and accrued expenses
beginning of year $48,899 · end of year $55,900
-
19 · Deferred revenue
beginning of year $804,000 · end of year $810,500
-
27 · Net assets without donor restrictions
beginning of year $1,376,251 · end of year $1,409,330
-
28 · Net assets with donor restrictions
beginning of year $13,096 · end of year $4,048
Mission and programs · 2023
Mission
See Schedule O
-
Advocating for its state-based and nonprofit members public purpose mission to expand access to postsecondary education and training, facilitate student success, assist students and families in identifying their best sources of education funding, assist individuals with connecting postsecondary education and career outcomes, encourage responsible borrowing, and advocate for and with individuals in support of successful management of their postsecondary education financing.
Expenses $1,172,368 · Revenue $1,303,232
As filed on the 2023 return.
Listed in Part VII
-
Gail daMota
President
- Total calculated
- $324,195
- From this org
- $291,288
- From related orgs
- $0
- Other
- $32,907
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $261,200
- Bonus
- $26,500
- Other
- $3,588
- Deferred
- $17,706
- Nontaxable benefits
- $15,201
- Filer's total
- $324,195
-
Alex Ricci
VP Gov Affairs & Communicatio
- Total calculated
- $174,106
- From this org
- $151,355
- From related orgs
- $0
- Other
- $22,751
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,064
- Bonus
- $13,843
- Other
- $2,448
- Deferred
- $9,283
- Nontaxable benefits
- $13,468
- Filer's total
- $174,106
-
Meghan Lustig
VP Operations & Development
- Total calculated
- $145,697
- From this org
- $119,802
- From related orgs
- $0
- Other
- $25,895
- Hours/week
- 40
-
David Schwanke
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steven W McCullough
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Steeley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sana Efird
Director
- Total calculated
- $0
- Hours/week
- 1
-
Will Shaffner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeanette W Weldon
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Trey Simon
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Lynne Riley
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Noel Simpson
Treasurer
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431029349300713
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