2025-02-03T19:55:38-06:00 2023-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-01-01 366149972 THE ASSOCIATION FOR INSTITUTIONAL RESEARCH ASSO 8503854155 2241 N MONROE ST 1413 TALLAHASSEE FL 32303 CHRISTINE KELLER EXECUTIVE DIRECTOR 8503854155 2025-02-03 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z CHRISTINE KELLER 2241 N MONROE ST 1413 TALLAHASSEE FL 32303 6824690 0 X WWW.AIRWEB.ORG X 1966 FL SEE SCHEDULE O 12 12 21 400 0 0 2296906 2721445 1533039 1553253 59743 46941 1917 13722 3891605 4335361 11078 106716 0 0 1941349 2217463 0 0 0 1828165 1995479 3780592 4319658 111013 15703 5054951 4865626 2144006 1722901 2910945 3142725 AS A GLOBAL ASSOCIATION, AIR EMPOWERS HIGHER EDUCATION PROFESSIONALS TO USE DATA, INFORMATION, AND ANALYTICS IN WAYS THAT ARE EFFECTIVE, ETHICAL, AND EQUITABLE. AIR SUPPORTS DATA-INFORMED DECISON MAKING THAT AMPLIFIES STUDENT AND INSTITUTIONAL SUCCESS. 0 0 1003611 1839695 PROFESSIONAL DEVELOPMENT & TRAINING AIR PROVIDES NUMEROUS EDUCATION AND TRAINING OPPORTUNITIES TO ITS STAKEHOLDERS, INCLUDING MEMBERS, THROUGH 2 ONLINE COURSES, 5 PLUS WORKSHOPS, IN-PERSON SEMINARS, ON-DEMAND TUTORIALS, AND WEBINARS. AIR ALSO PROVIDES IPEDS TRAINING TO THE GENERAL PUBLIC WITH 3 ONLINE COURSES, 50 PLUS WORKSHOPS, 70 PLUS ONLINE TUTORIALS, AND WEBINARS. 1397855 987163 CONFERENCES & EVENTS AIR'S 2023 ANNUAL CONFERENCE WAS HELD IN CLEVELAND WITH OVER 1,300 ATTENDEES, 200 PLUS SESSIONS, 2 KEYNOTES, 35 SPONSORING COMPANIES, AND 15 PRE-CONFERENCE WORKSHOPS. THE CONFERENCE PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR DATA PROFESSIONALS FROM ACROSS THE U.S. AND THE WORLD. 925028 993337 RESEARCH & INITIATIVES AIR, IN PARTNERSHIP WITH THE BILL & MELINDA GATES FOUNDATION, JOBS FOR THE FUTURE, EDUCAUSE, THE NATIONAL ASSOCIATION OF COLLEGE & UINVERSITY BUSINESS OFFICERS, AND THE ASSOCIATION OF PUBLIC & LAND-GRANT UNIVERSITIES, WORKED TO BUILD AND SUSTAIN DATA-INFORMED DECISION CULTURES WITHIN HIGHER EDUCATION. THE WORK INCLUDED A DATA LITERACY PROGRAM, POSTSECONDARY DATA PARTNERSHIP TRAINING, AND AN ANALYTICS PLAYBOOK. 289856 106716 289856 106716 3616350 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 FL X X DIRECTOR OF FINANCE 8503854155 2241 N MONROE ST 1413 TALLAHASSEE FL 32303 JONATHAN GAGLIARDI PRESIDENT 1.00 X X 0 0 0 BRENT DRAKE VICE PRESIDENT 1.00 X X 0 0 0 KAREN WEBBER PAST PRESIDENT 1.00 X X 0 0 0 CRAIG ABBEY DIRECTOR 1.00 X 0 0 0 ANGELA BELL DIRECTOR 1.00 X 0 0 0 KAREN EGYPT DIRECTOR 1.00 X 0 0 0 MAREN HESS DIRECTOR 1.00 X 0 0 0 MITCHEL NESLER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PENA DIRECTOR 1.00 X 0 0 0 DEBORAH PHELPS DIRECTOR 1.00 X 0 0 0 WEN QI DIRECTOR 1.00 X 0 0 0 KAREN VANCE TREASURER 1.00 X X 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR & CEO 40.00 X 218189 0 24082 JASON LEWIS CFO 40.00 X 186181 0 9674 LEAH ROSS ASSOCIATE DEPUTY DIRECTOR 40.00 X 145863 0 16620 DARLENA JONES SR DIRECTOR OF RESEARCH & GRANTS 40.00 X 118484 0 19734 668717 0 70110 4 0 1 0 0 2721445 2721445 CONFERENCES 900099 1131986 1131986 EDUCATIONAL PROGRAMS 900099 421267 421267 1553253 76671 76671 784 784 2459599 2489329 -29730 -29730 -29730 OTHER INCOME 900099 12938 12938 12938 4335361 1566191 0 47725 X 103750 103750 2966 2966 600609 502820 97789 1281305 1072688 208617 64331 53857 10474 139704 116958 22746 131514 110101 21413 4003 3351 652 36663 30694 5969 584184 489072 95112 13560 13560 12227 12227 398593 333696 64897 209186 175127 34059 395036 330718 64318 175234 146703 28531 15777 13208 2569 BANKING AND FEES 76148 63749 12399 MISCELLANEOUS EXPENSE 55315 36963 18352 STAFF DEVELOPMENT 10766 9013 1753 FOOD AND BEVERAGE 8787 7356 1431 4319658 3616350 703308 0 2315534 3165120 96341 4255 112099 121929 1110388 973766 311855 136622 2219122 1437700 5054951 4865626 173259 190728 1884479 1442265 86268 89908 2144006 1722901 X 2857739 3091385 53206 51340 2910945 3142725 5054951 4865626 15703 216077 0 X 0 1 X 1 1 1 X 2298842 2381612 2309211 2296906 2721445 12008016 1911187 673116 1022760 1533039 1553253 6693355 4210029 3054728 3331971 3829945 4274698 18701371 187334 159305 228288 232129 836438 1643494 0 187334 159305 228288 232129 836438 1643494 17057877 63153 17131 17329 52715 77455 227783 63153 17131 17329 52715 77455 227783 2762 38277 1917 12938 55894 4273182 3074621 3387577 3884577 4365091 18985048 0.89850 0.93810 0.01200 0.01150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - OTHER INCOME - 2020 AMOUNT: $ 2,762. 2021 AMOUNT: $ 38,277. 2022 AMOUNT: $ 1,917. 2023 AMOUNT: $ 12,938. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53206 1100 2966 51340 53306 900 1000 53206 53103 1100 897 53306 54399 1100 2396 53103 54721 1200 1522 54399 1.00000 0 0 1110388 973766 136622 136622 ACCRUED LEAVE 89908 89908 X 4551438 216077 216077 4335361 0 4335361 4319658 0 4319658 0 4319658 PART X, LINE 2: THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2019 AND PRIOR. PART V: ENDOWMENT FUNDS LINE 4 THE SCHOLARSHIP FUNDS ARE ISSUED TO INSTITUTIONAL RESEARCHERS TO OBTAIN PROFESSIONAL TRAINING AND EDUCATION PROVIDED BY THE ASSOCIATION. 0 NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICES 1110 VERMONT AVE NW STE 800 WASHINGTON DC 20005 530259954 501(C)(3) 54000 0 SUBGRANT RELATED TO GATES CAPACITY GRANT EDUCAUSE 4845 PEARL EAST CIRCLE STE 118 BOULDER CO 80291 841455437 501(C)(3) 40000 0 SUBGRANT RELATED TO GATES CAPACITY GRANT 2 0 SCHOLARSHIPS 3 2956 X X X 0 0 0 0 0 0 0 0 0 CHRISTINE KELLER EXECUTIVE DIRECTOR & CEO 218189 0 0 0 0 0 10910 0 13172 0 242271 0 0 0 JASON LEWIS CFO 183681 0 2500 0 0 0 9309 0 365 0 195855 0 0 0 LEAH ROSS ASSOCIATE DEPUTY DIRECTOR 143363 0 2500 0 0 0 7293 0 9327 0 162483 0 0 0 FORM 990, PART I, LINE 1 AS A GLOBAL ASSOCIATION, AIR EMPOWERS HIGHER EDUCATION PROFESSIONALS TO USE DATA, INFORMATION, AND ANALYTICS IN WAYS THAT ARE EFFECTIVE, ETHICAL, AND EQUITABLE. AIR SUPPORTS DATA-INFORMED DECISION MAKING THAT AMPLIFIES STUDENT AND INSTITUTIONAL SUCCESS. FORM 990, PART VI, SECTION A, LINE 4 ON FEBRUARY 2, 2023, THE AIR CONSTITUTION AND BYLAWS WERE CHANGED BY A VOTE OF AIR MEMBERS TO STIPULATE THAT THE CHAIR AND VICE CHAIR OF THE BOARD ARE ANNUALLY ELECTED BY THE BOARD AND THAT THE CHAIR OF THE NOMINATIONS & ELECTIONS COMMITTEE (NEC) IS ELECTED BY NEC. ADJUSTMENTS WERE ALSO MADE TO BOARD AND NEC MEMBER ELIGIBILITY AND TERMS OF SERVICE. THE AIR GOVERNANCE POLICIES WERE SUBSEQUENTLY UPDATED TO REFLECT THIS CHANGE. ON MAY 29, 2023, THE AIR BOARD OF DIRECTORS VOTED TO UPDATE THE ORGANIZATION'S MISSION TO FOCUS MORE EXPLICITLY ON SUPPORTING DATA-INFORMED DECISION MAKING AT INSTITUTIONS AS WELL AS EMPOWERING INDIVIDUAL PROFESSIONALS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD COMMITTEES DO NOT TAKE FORMAL NOTES, NOR HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE GOVERNING BOARD REVIEWS FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS OR ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 AND ACCOMPANYING SCHEDULES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE ENTIRE STAFF AND BOARD ARE PROVIDED A COPY OF THE POLICY ANNUALLY AND ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A NEW CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS REGULARLY REVIEW TO DETERMINE WHETHER THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARABLE TO SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ONE YEAR OF FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G RTI: PROGRAM SERVICE EXPENSES 140,439. MANAGEMENT AND GENERAL EXPENSES 27,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,751. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 297,396. MANAGEMENT AND GENERAL EXPENSES 57,836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355,232. FORUM/MEMBERSHIP: PROGRAM SERVICE EXPENSES 51,237. MANAGEMENT AND GENERAL EXPENSES 9,964. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,201. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: THE ASSOCIATION FOR INSTITUTIONAL RESEARCH TAXPAYER ADDRESS: 2241 NORTH MONROE ST. #1413, TALLAHASSEE, FL 32303 TAXPAYER ID NUMBER: 36-6149972 YEAR-END: 12/31/2023 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.