Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1000 THOMAS JEFFERSON ST NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200073835
D Employer identification number

25-0965219
E Telephone number

G Gross receipts $ 479,952,143
F Name and address of principal officer:
DAVID MYERS
1000 THOMAS JEFFERSON ST NW
WASHINGTON,DC200073835
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.AIR.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1946
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,782
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 310,634,501 347,960,823
9 Program service revenue (Part VIII, line 2g) ......... 960,627 317,449
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,039,586 6,335,133
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,574 1,790
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 314,636,288 354,615,195
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 260,577 1,157,503
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 139,990,799 161,900,204
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 529,517 127,951
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,429,489    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 156,051,763 172,405,725
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 296,832,656 335,591,383
19 Revenue less expenses. Subtract line 18 from line 12....... 17,803,632 19,023,812
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 239,392,864 266,157,083
21 Total liabilities (Part X, line 26)............. 88,693,845 91,791,195
22 Net assets or fund balances. Subtract line 21 from line 20..... 150,699,019 174,365,888
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 102,921,833 including grants of $   ) (Revenue $ 52,594 )
THE ASSESSMENT PROGRAM PROVIDES COGNITIVE ASSESSMENTS AND RELIABLE INFORMATION ON STUDENT PROGRESS THAT ALLOWS EDUCATORS TO BETTER HELP EACH CHILD ACHIEVE IN SCHOOL. IT ALSO STUDIES THE VALIDITY OF ASSESSMENTS FOR FEDERAL, STATE, AND LOCAL EDUCATION AGENCIES. THE INFORMATION AND ANALYSES ENABLE SCHOOLS AND OVERSIGHT AGENCIES TO MEASURE COMPLIANCE WITH THE RIGOROUS REQUIREMENTS OF FEDERAL AND STATE EDUCATION LAWS. THE PROGRAM HAS PIONEERED COMPUTER-ADAPTIVE TESTING AND ALTERNATIVE ASSESSMENT FOR STUDENTS WITH PHYSICAL AND COGNITIVE DISABILITIES TESTING. AIR TECHNOLOGY INCLUDES THE ASSESSMENT COMMUNITY'S MOST POWERFUL TOOLS FOR ITEM BANKING AND AN ONLINE TEST DELIVERY-SYSTEM.
4b (Code:   ) (Expenses $ 95,193,148 including grants of $ 231,017 ) (Revenue $ 193,091 )
AIR'S EDUCATION PROGRAM BRIDGES RESEARCH, EVALUATION POLICY AND PRACTICE TO ENSURE THAT RIGOROUS RESEARCH IS AVAILABLE TO THOSE MAKING CRITICAL DECISIONS WITHIN THE EDUCATION SYSTEM. OUR GOAL IS TO IMPROVE EDUCATIONAL OPPORTUNITIES FOR ALL LEARNERS, ESPECIALLY THOSE MOST DISADVANTAGED. THE EDUCATION PROGRAM SERVES NATIONAL, STATE, AND LOCAL LEVEL GOVERNMENT, BUSINESS, FOUNDATION AND OTHER AGENCIES IN SEVERAL CONTENT AND CAPACITY AREAS, INCLUDING EARLY LITERACY, DISTRICT AND SCHOOL REFORM AND IMPROVEMENT, EARLY CHILDHOOD, EDUCATION FINANCE, EDUCATION TECHNOLOGY, HIGHER EDUCATION, SPECIAL EDUCATION, ELL, EDUCATOR QUALITY, COLLEGE AND CAREER READINESS, STEM EDUCATION, AND EXPANDED LEARNING OPPORTUNITIES. ADDITIONALLY, AIR'S EDUCATION PROGRAM COLLECTS, DEVELOPS, AND ANALYZES DOMESTIC AND INTERNATIONAL DATA AND EDUCATION STATISTICS FOR USE BY THAT EDUCATION AND GOVERNMENT DECISION-MAKERS.IN 2013 AIR'S FORMER FEDERAL STATISTICS PROGRAM (FSP) WAS COMBINED WITH EDUCATION PROGRAM. FSP WORKS WITH THE NATIONAL CENTER FOR EDUCATION STATISTICS (NCES), WHICH IS THE FEDERAL GOVERNMENT'S PRIMARY SOURCE FOR COLLECTING AND ANALYZING STATISTICAL DATA ABOUT PUBLIC EDUCATION IN THE UNITED STATES AND AROUND THE WORLD. THE INFORMATION PROVIDED BY OUR EXPERTS CONTRIBUTES TO THE DEVELOPMENT OF HIGH-QUALITY STATISTICS ABOUT EDUCATION THAT INFORM DISCUSSION AND DEBATE AT THE DECISION-MAKING LEVELS OF NATIONAL, STATE AND LOCAL GOVERNMENTS.
4c (Code:   ) (Expenses $ 57,297,951 including grants of $ 926,486 ) (Revenue $ 4,965 )
IN 2013, AIR COMBINED TWO PROGRAMS, THE FORMER HUMAN & SOCIAL DEVELOPMENT PROGRAM AND HEALTH PROGRAM, INTO ONE - THE HEALTH & SOCIAL DEVELOPMENT PROGRAM. THE PROGRAM USES RESEARCH TO CATALYZE CHANGE THAT MAKES COMMUNITIES SAFER, ENVIRONMENTS HEALTHIER, IMPROVING HEALTHCARE, AND RAISING THE QUALITY OF LIFE FOR MANY PEOPLE. THE PROGRAM SPECIALIZES IN HEALTH POLICY RESEARCH, COMMUNICATIONS AND INFORMATION SCIENCES, AND SERVES FEDERAL, STATE, AND LOCAL GOVERNMENTS, FOUNDATIONS; PRIVATE HEALTHCARE PROVIDERS, UNIVERSITIES; AND THE GENERAL PUBLIC. THE PROGRAM'S MULTIDISCIPLINARY HEALTH SERVICES AND POLICY RESEARCH GROUP DESIGNS, IMPLEMENTS AND EVALUATES POLICIES THROUGH BOTH TRADITIONAL RESEARCH METHODS AND TECHNICAL ASSISTANCE. THE PROGRAM'S AWARD-WINNING TEAM OF HEALTH COMMUNICATORS HAS DEVELOPED MANY SUCCESSFUL PUBLIC HEALTH CAMPAIGNS TO INCREASE AWARENESS AND PROMOTE HEALTHY BEHAVIORS AMONG DIVERSE POPULATIONS.THE PROGRAM ALSO PROMOTES THE OVERALL HEALTH AND DEVELOPMENT OF CHILDREN, YOUTH AND FAMILIES, ESPECIALLY THEIR SOCIAL, EMOTIONAL AND MENTAL WELL-BEING, SO THAT THEY MAY THRIVE AT HOME, SCHOOL, WORK AND THE COMMUNITY. THESE OUTCOMES ARE REALIZED BY MAKING THE SYSTEMS DELIVERING HUMAN, SOCIAL AND EDUCATIONAL SERVICES MORE EFFECTIVE AND COLLABORATIVE THROUGH RESEARCH, EVALUATION, TRAINING, TECHNICAL ASSISTANCE AND CAPACITY BUILDING STRATEGIES FOR INDIVIDUALS, THE WORKFORCE AND ORGANIZATIONS. STAFF EXPERTISE SPANS PUBLIC HEALTH SYSTEMS, MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS, YOUTH LGBT SERVICES, JUVENILE JUSTICE, CHILD WELFARE, EDUCATION, AND SOCIAL AND RECREATIONAL SERVICES.
(Code:   ) (Expenses $ 21,366,547 including grants of $   ) (Revenue $ 55,953 )
AIR'S INTERNATIONAL DEVELOPMENT PROGRAM SEEKS TO ENHANCE THE CAPACITY OF DEVELOPING COUNTRIES TO IMPROVE THEIR QUALITY OF LIFE THROUGH EDUCATION AND SOCIAL DEVELOPMENT. IT COLLABORATES WITH LOCAL PARTNERS TO ENSURE CHILDREN'S EQUITABLE ACCESS TO ALL LEVELS OF EDUCATION, IMPROVE THE QUALITY AND RELEVANCE OF EDUCATION; AND EMPOWER INDIVIDUALS, COMMUNITIES, AND INSTITUTIONS AS AGENTS OF SOCIAL AND BEHAVIORAL CHANGE. IN MORE THAN 80 COUNTRIES OVER THE PAST THREE DECADES, AIR HAS HELPED STRENGTHEN NATIONAL EDUCATION SYSTEMS, INCREASE COMMUNITY INVOLVEMENT IN LOCAL SCHOOLS, IMPROVE TEACHING AND LEARNING, DEVELOP NEW TECHNIQUES FOR ASSESSING STUDENT PERFORMANCE, INCREASE ACCESS FOR BOTH GIRLS AND BOYS, ACCELERATE EDUCATIONAL REFORM, IMPROVE INFORMATION SYSTEMS, SLOW THE SPREAD OF HIV/AIDS THROUGH BEHAVIOR CHANGE, AND REDUCE THE INCIDENCE OF CHILD LABOR.
(Code:   ) (Expenses $ 16,259,900 including grants of $   ) (Revenue $ 10,846 )
THE WORKFORCE AND LIFELONG LEARNING (WLL) PROGRAM STRIVES TO MAXIMIZE HUMAN AND ORGANIZATIONAL POTENTIAL BY ENSURING EMPLOYEES HAVE THE SKILLS NEEDED AND EMPLOYERS ARE PREPARED TO MANAGE THE CHALLENGES OF RECRUITING, DEVELOPING, AND RETAINING THE HUMAN CAPITAL NEEDED FOR SUCCESS. WLL'S WORK LEADS TO POSITIVE OUTCOMES.
(Code:   ) (Expenses $ 3,642,947 including grants of $   ) (Revenue $   )
AIR'S ANALYSIS OF LONGITUDINAL DATA IN EDUCATION RESEARCH PROGRAM INFORMS EDUCATION POLICY DEVELOPMENT THROUGH ANALYSES OF DATA ON INDIVIDUAL STUDENTS AND TEACHERS OVER TIME. THE PROGRAM FOCUSES ON HOW TEACHER POLICIES, GOVERNANCE POLICIES, AND SOCIAL AND ECONOMIC COMMUNITY CONDITIONS AFFECT OUTCOMES FOR TEACHERS AND THEIR STUDENTS. BY CAPITALIZING ON RICH LONGITUDINAL DATA, THE PROGRAM EXPLORES A BREADTH OF CRITICAL EDUCATION ISSUES AND PRESENTS RESEARCH ADVANCEMENTS OF THE HIGHEST QUALITY TO POLICYMAKERS. IT ALSO HOUSES THE NATIONAL CENTER FOR ANALYSIS OF LONGITUDINAL DATA IN EDUCATION RESEARCH (CALDER), A SCHOLARLY CONSORTIUM WHOSE OTHER MEMBERS INCLUDE SCHOLARS AT DUKE UNIVERSITY, NORTHWESTERN UNIVERSITY, STANFORD UNIVERSITY, THE UNIVERSITY OF MISSOURI, THE UNIVERSITY OF TEXAS AT DALLAS, AND THE UNIVERSITY OF WASHINGTON.
4d Other program services (Describe in Schedule O.)
(Expenses $ 41,269,394 including grants of $   ) (Revenue $ 66,799 )
4e Total program service expensesMediumBullet296,682,326
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,523
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,782
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletEG , HO , PK , ZA , LI , IV , TI , KG
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , CA , CO , CT , FL , IL , KS , MA , MI , MN , MO , NJ , NM , NY , NC , OK , OR , PA , RI , TN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMARIJO AHLGRIMM1000 THOMAS JEFFERSON ST NWWASHINGTONDC200073835 (202) 403-5000
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PATRICIA GURIN........................................................................
BOARD MEMBER, BOARD CHAIR
 6.00
.......................   		X   X       62,500 0 0
(2) GREG BARONI........................................................................
BD MEMBER, BD CMTE CHAIR
 5.00
.......................   		X           48,750 0 0
(3) LAWRENCE BOBO........................................................................
BD MEMBER, BD VICE CHAIR
 5.00
.......................   		X   X       43,750 0 0
(4) SARA B KIESLER........................................................................
BD MEMBER, BD CMTE CHAIR
 5.00
.......................   		X           44,765 0 0
(5) KATHY MCKINLESS........................................................................
BD MEMBER, BD CMTE CHAIR
 5.00
.......................   		X           42,927 0 0
(6) ROBERT F BORUCH........................................................................
BOARD MEMBER
 2.00
.......................   		X           22,500 0 0
(7) NANCY CANTOR BRECHIN........................................................................
BOARD MEMBER
 2.00
.......................   		X           22,500 0 0
(8) EDWARD HAMBURG........................................................................
BOARD MEMBER
 2.00
.......................1.00 		X           34,557 0 0
(9) DELANO LEWIS........................................................................
BOARD MEMBER
 2.00
.......................   		X           33,750 0 0
(10) ANDREW LIAKOPOULOS........................................................................
BOARD MEMBER
 2.00
.......................   		X           26,250 0 0
(11) MANUEL PASTOR........................................................................
BOARD MEMBER
 2.00
.......................   		X           22,500 0 0
(12) SOL PELAVIN........................................................................
BD MEMBER, BD CMTE CHAIR, FMR PRES.
 6.00
.......................   		X           75,369 0 0
(13) DAVID MYERS........................................................................
BOARD MEMBER, PRES./CEO
 39.00
.......................1.00 		X   X       773,733 16,597 168,592
(14) MARIJO AHLGRIMM........................................................................
TREASURER, SR VP AND CFO
 39.00
.......................1.00 		    X       419,301 8,994 86,868
(15) DONA KILPATRICK........................................................................
SECRETARY
 39.00
.......................1.00 		    X       226,499 4,858 52,481
(16) GINA BURKHARDT........................................................................
EXEC. VICE PRES. & DIRECTOR
 39.00
.......................1.00 		      X     447,956 9,142 99,813
(17) JON COHEN........................................................................
EXEC. VICE PRES. & DIRECTOR
 39.00
.......................1.00 		      X     722,499 14,745 180,028
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARK FANNING........................................................................
SR VICE PRESIDENT
 39.00
.......................1.00 		      X     400,607 8,594 53,663
(19) THOMAS JESULAITIS........................................................................
CHF CONTRACTS/GRANTS OFFICER
 39.00
.......................1.00 		      X     220,467 4,729 64,329
(20) STEPHEN KROMER........................................................................
VICE PRES. & EXECUTIVE DIR.
 39.00
.......................1.00 		      X     572,085 11,675 65,744
(21) MARILYN MOON........................................................................
SR VICE PRESIDENT
 39.00
.......................1.00 		      X     400,155 8,167 55,833
(22) CHERYL JOAN VINCE........................................................................
SR VICE PRES. & PROG. DIRECTOR
 39.00
.......................1.00 		      X     437,317 8,925 102,645
(23) JANE BENBOW........................................................................
VICE PRESIDENT & DIRECTOR
 40.00
.......................0.00 		        X   358,936 0 9,907
(24) JANE HANNAWAY........................................................................
VICE PRES. & CENTER DIRECTOR
 39.00
.......................1.00 		        X   364,190 7,433 67,071
(25) MARK KUTNER........................................................................
SR. VICE PRESIDENT
 40.00
.......................0.00 		        X   396,605 0 78,919
(26) GARY PHILLIPS........................................................................
VICE PRESIDENT
 39.00
.......................1.00 		        X   440,781 8,996 61,918
(27) LAURA SALGANIK........................................................................
SR. VICE PRESIDENT
 39.00
.......................1.00 		        X   373,006 8,001 73,742
(28) GEORGE BOHRNSTEDT........................................................................
FORMER SR. VICE PRESIDENT
 29.00
.......................1.00 		          X 257,009 5,245 70,549




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 7,291,264 126,101 1,292,102
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet384
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
DATA RECOGNITION CORPM177 PO BOX 1150MINNEAPOLISMN554801150 PRINT, SCORE, AND DIST OF TEST REPORTS 20,879,920
PEARSON EDUC MEASUREMENTNCS PEARSON I13036 COLLECTION CTR DRCHICAGOIL60693 PRINT, SCORE, AND DIST OF TEST REPORTS 17,447,162
RACKSPACE US INCP O BOX 730759DALLASTX753730759 SEE SCHEDULE O 4,639,015
THE CORKERY GROUP260 FIFTH AVENUENEW YORKNY10001 SEE SCHEDULE O 3,326,248
APEX SYSTEMS INC4400 COX ROAD SUITE 200GLEN ALLENVA23060 SEE SCHEDULE O 2,020,557
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet172
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 313,794,940
f All other contributions, gifts, grants, and
similar amounts not included above1f 		34,165,883
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 347,960,823
Program Service RevenueAmt Business Code
2a PROVISION OF VAR. SERV. 900099 142,620 142,620    
b SPEAKING FEES 900099 81,902 81,902    
c MISC. PROGRAM FEES 900099 80,091 80,091    
d CONFERENCE FEES 900099 12,836 12,836    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 317,449
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,548,501     2,548,501
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 1,790     1,790
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 129,123,580  
b Less: cost or other basis and sales expenses 125,336,948  
c Gain or (loss) 3,786,632  
d Net gain or (loss)..........MediumBullet 3,786,632     3,786,632
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 354,615,195 317,449 0 6,336,923
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 1,157,503 1,157,503
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,011,708 2,459,295 3,552,413  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,922,382 1,337,995 584,387  
7 Other salaries and wages 123,247,625 107,102,328 12,774,589 3,370,708
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 9,266,832 7,838,724 1,167,451 260,657
9 Other employee benefits ....... 12,992,019 10,405,652 2,268,379 317,988
10 Payroll taxes ........... 8,459,638 7,214,328 1,017,290 228,020
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 753,456   753,456  
c Accounting ........... 352,171   352,171  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 127,951 127,951
f Investment management fees ...... 571,025   571,025  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 116,260,530 112,342,985 3,722,758 194,787
12 Advertising and promotion .... 257,490 179,031 78,459  
13 Office expenses ....... 8,703,661 7,192,860 1,350,925 159,876
14 Information technology ...... 7,637,215 6,982,997 545,785 108,433
15 Royalties ..        
16 Occupancy ........... 16,837,984 13,265,524 3,183,923 388,537
17 Travel ............ 9,463,879 8,708,844 582,191 172,844
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,411,101 2,137,347 245,740 28,014
20 Interest ........... 1,958   1,958  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,795,950 2,213,919 515,214 66,817
23 Insurance .............. 422,432 222,248 196,493 3,691
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING - PRG MATERIAL 2,169,060 2,169,060    
b TRAINING 2,137,372 2,137,372    
c FOCUS GROUP/SURVEY 1,330,042 1,330,042    
d CONTRACT ADMINISTRATION 172,372 172,372    
e All other expenses 128,027 111,900 14,961 1,166
25 Total functional expenses. Add lines 1 through 24e 335,591,383 296,682,326 33,479,568 5,429,489
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 18,089,827 1 28,053,262
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 72,259,065 4 66,151,161
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 102,454 7 50,994
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 3,683,973 9 4,529,004
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 37,540,712
b Less: accumulated depreciation ..... 10b 23,529,055 14,708,039 10c 14,011,657
11 Investments—publicly traded securities .......... 105,198,228 11 121,276,627
12 Investments—other securities. See Part IV, line 11 ..... 18,225,911 12 25,758,204
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 7,125,367 15 6,326,174
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 239,392,864 16 266,157,083
Liabilities 17 Accounts payable and accrued expenses ......... 51,710,072 17 54,416,939
18 Grants payable .................   18  
19 Deferred revenue ................ 23,022,819 19 23,476,078
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 13,960,954 25 13,898,178
26 Total liabilities. Add lines 17 through 25......... 88,693,845 26 91,791,195
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 150,699,019 27 174,365,888
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 150,699,019 33 174,365,888
34 Total liabilities and net assets/fund balances ........ 239,392,864 34 266,157,083
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
354,615,195
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
335,591,383
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,023,812
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
150,699,019
5
Net unrealized gains (losses) on investments ...............
5
4,745,969
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-102,912
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
174,365,888
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 298,916,726 273,951,804 275,772,480 310,634,501 347,857,812 1,507,133,323
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 686,062 926,419 719,876 960,627 317,549 3,610,533
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 299,602,788 274,878,223 276,492,356 311,595,128 348,175,361 1,510,743,856
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.     2,790,540 2,303,510   5,094,050
c Add lines 7a and 7b..     2,790,540 2,303,510   5,094,050
8 Public support (Subtract line 7c from line 6.) 1,505,649,806
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 299,602,788 274,878,223 276,492,356 311,595,128 348,175,361 1,510,743,856
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,001,104 3,007,091 2,552,824 2,781,749 2,550,291 13,893,059
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 3,001,104 3,007,091 2,552,824 2,781,749 2,550,291 13,893,059
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 302,603,892 277,885,314 279,045,180 314,376,877 350,725,652 1,524,636,915
14
Section C. Computation of Public Support Percentage
15
15
98.750 %
16
16
98.760 %
Section D. Computation of Investment Income Percentage
17
17
0.910 %
18
18
0.890 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES 		Employer identification number

25-0965219
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES 		Employer identification number

25-0965219
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES 		Employer identification number

25-0965219
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   22,301,341 12,849,087 9,452,254
d Equipment ................   9,511,559 7,257,270 2,254,289
e Other .................   5,727,812 3,422,698 2,305,114
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 14,011,657
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) AIR HOLDING COMPANY 		1,301,120 C

(B) ALT INVESTMENTS 		24,457,084 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 25,758,204
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DEFERRED RENT 13,898,178








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 13,898,178
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: AIR'S MANAGEMENT HAS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AIR'S TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. MANAGEMENT BELIEVES AIR IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
Schedule D (Form 990) 2013

Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 3 119 PROGRAM SERVICES SEE SCHEDULE F, PART V 5,936,073
MIDDLE EAST AND NORTH AFRICA 6 132 PROGRAM SERVICES SEE SCHEDULE F, PART V 4,517,073
SUB-SAHARAN AFRICA 3 99 PROGRAM SERVICES SEE SCHEDULE F, PART V 3,129,103
RUSSIAN AND NEIGHBORING STATES 2 12 PROGRAM SERVICES SEE SCHEDULE F, PART V 291,929
EUROPE (INCLUDING ICELAND & GREENLAND)     INVESTMENTS   74,983
CENTRAL AMERICA AND THE CARIBBEAN     INVESTMENTS   14,358,735
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 14 362 28,307,896
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 14 362 28,307,896
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
SCHEDULE F, PART I, COLUMN E CENTRAL AMERICA AND THE CARIBBEAN - THERE WERE TWO PROJECTS PERFORMED. 1) THE USAID-FUNDED PROJECT WORKS IN SUPPORT OF TWO MAIN RESULTS: THE ACHIEVEMENT OF EDUCATION FOR ALL (EFA) GOALS IN HONDURAS, AND STRENGTHENED COMMUNITY PARTICIPATION IN EDUCATION, IN BOTH SCHOOL MANAGEMENT AND SCHOOL PEDAGOGY. 2) THE OTHER PROJECT, ALSO FUNDED BY USAID, FOCUSES ON THREE RESULTS: (1) IMPLEMENTING AND REFINING THE PREVIOUSLY DEVELOPED HONDURAN PRIMARY CURRICULUM CONTENT STANDARDS, PACING GUIDES, AND SCHOOL-BASED ASSESSMENTS AT THE PRIMARY AND MIDDLE SCHOOL LEVELS; (2) INCREASING THE LEVEL OF HONDURAN OWNERSHIP OVER PROJECT ACTIVITIES; AND (3) ENGAGING THE CIVIL SOCIETY TO FACILITATE THE USE OF CURRICULUM MATERIALS AND ASSESSMENT RESULTS. MIDDLE EAST AND NORTH AFRICA - THE PROJECT, FUNDED BY USAID AND DESIGNED IN COOPERATION WITH THE EGYPTIAN MINISTRY OF EDUCATION AND OTHER KEY STAKEHOLDERS, AIMS TO SUPPORT AND IMPROVE THE GOVERNMENT'S PROVISION OF EDUCATIONAL SERVICE FOR EGYPTIAN CHILDREN. SUB-SAHARAN AFRICA - THE SERVICE PROVIDED INCLUDED THE FOLLOWING PROJECTS: 1) THE PROJECT FUNDED BY UNICEF IS TO DESIGN & IMPLEMENT MONITORING AND EVALUATION FRAMEWORK FOR SOCIAL CASH TRANSFER SCHEMES IN ZAMBIA. 2) THE USAID-FUNDED PROJECT FOCUSES ON INSTITUTIONALIZATION OF ZAMBIA MINISTRY OF EDUCATION'S MANAGEMENT OF HIV/AIDS WORKPLACE PROGRAMS AND STRENGTHENING DECENTRALIZATION FOR IMPROVED LEARNER PERFORMANCE. 3) IMPROVING GIRLS' ENROLLMENT, ATTENDANCE, AND RETENTION IN 40 TARGETED PRIMARY SCHOOLS IN LIBERIA THROUGH THE PROJECT FUNDED BY USAID. 4) INCREASING EQUITABLE LEARNING ACCESS IN CRISES AND CONFLICT ENVIRONMENTS FOR 15 MILLION CHILDREN IN COTE D'IVOIRE THROUGH THE PROJECT FUNDED BY USAID. RUSSIA & NEIGHBORING STATES - THE USAID-FUNDED PROJECTS ARE TO IMPROVE READING INSTRUCTION IN GRADES 1-4 IN TAJIKISTAN AND KYRGYZSTAN, INCREASE THE AVAILABILITY OF AGE-APPROPRIATE READING MATERIALS, INCREASE OUT-OF-SCHOOL READING TIME AND ACTIVITIES, AND IMPROVE THE CAPACITY OF GOVERNMENT COUNTERPARTS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
JAMES M WILE
1025 49TH STREET NE
 
WASHINGTON, DC20019 		SEE SCHEDULE G, PART IV   No 0 15,377 -15,377
PAMELA M FOSTER
37174 JOHN MOSBY HIGHWAY
 
MIDDLEBURG, VA20117 		SEE SCHEDULE G, PART IV   No 0 12,608 -12,608
 
BRAND-AID CREATIVE
2123 15TH STREET NW
 
WASHINGTON, DC20009 		SEE SCHEDULE G, PART IV   No 0 9,867 -9,867
 
BOSS GROUP
4350 EAST WEST HIGHWAY SUITE 307
 
BETHESDA, MD20814 		SEE SCHEDULE G, PART IV   No 0 9,250 -9,250
LINDA SCHUCH
1626 WAVERLY CIRCLE
 
ST CHARLES, IL60174 		SEE SCHEDULE G, PART IV   No 0 7,132 -7,132
 
ADVOCATES YOUTH FAMILY
1001 DEER MOUNTAIN DR
 
HARPERS FERRY, WV25425 		SEE SCHEDULE G, PART IV   No 0 6,108 -6,108
 
AEP CONSULTING LLC
14108 CASTAWAY DR
 
ROCKVILLE, MD20853 		SEE SCHEDULE G, PART IV   No 0 5,521 -5,521
AMY ROSENSTEIN
613 E VICTORIA CIRCLE
 
NORTH AURORA, IL60542 		SEE SCHEDULE G, PART IV   No 0 5,420 -5,420
ALFONSO F DE GUZMAN
4224 TROWBRIDGE ST
 
FAIRFAX, VA22030 		SEE SCHEDULE G, PART IV   No 0 5,122 -5,122
MARIA IVETTE FONSECA
CAMPO BELLO 5CS ABAJO
 
MANAGUA,  
NUY 1C SUR 		SEE SCHEDULE G, PART IV   No 0 5,087 -5,087
Total .................right arrow   81,492 -81,492
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AK, CA, CO, CT, FL, IL, KS, MA, MI, MN, MO, NJ, NM, NY, NC, OK, OR, PA, RI, TN
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART 1, LINE 2B, COLUMN(II) PROVIDING TECHNICAL SUPPORT ON GRANT AND AWARD APPLICATIONS.
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number
25-0965219
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) NATIONAL CENTER ON FAMILY HOMELESSNESS(NCFH)
1000 THOMAS JEFFERSON ST NW
WASHINGTON,DC20007 		22-2882452 501(C)(3) 926,486       SEE SCHEDULE I, PART IV
(2) AMERICAN EDUCATIONAL RESEARCH ASSOCIATION INC
1430 K STREET NW STE 1200
WASHINGTON,DC20005 		23-7003537 501(C)(3) 7,500       CONTRIBUTION FOR FRIEND OF AERA BROWN LECTURE
(3) AMERICAN RED CROSS
2025 E STREET NW
WASHINGTON,DC20006 		53-0196605 501(C)(3) 7,315       DONATION FOR HAIYAN TYPHOON VICTIMS IN PHILIPPINES AND GENERAL SUPPORT
(4) CURRIKI
20660 STEVENS CREEK BLVD NO332
CUPERTINO,CA95014 		20-3478467 501(C)(3) 25,000       SEE SCHEDULE I, PART IV
(5) EDUSEED
901 K STREET NW SUITE 700
WASHINGTON,DC20001 		52-2235026 501(C)(3) 14,400       SEE SCHEDULE I, PART IV
(6) GEORGE WASHINGTON UNIVERSITY
2134 G STREET NW
WASHINGTON,DC20052 		53-0196584 501(C)(3) 60,000       CONTRIBUTION FOR EXPENSES OF THE D.C. EDUCATION CONSORTIUM FOR RESEARCH AND EVALUATION.
(7) HECHINGER INSTITUTE
525 W 120 STREET BOX 127
NEW YORK,NY10027 		13-1624202 501(C)(3) 20,000       GENERAL SPONSORSHIP OF HECHINGER REPORT
(8) LOYOLA UNIVERSITY CHICAGO
820 NORTH MICHIGAN AVENUE
CHICAGO,IL60611 		36-1408475 501(C)(3) 10,000       SUPPORT CAMPBELL COLLABORATION COLLOQUIUM IN CHICAGO
(9) NATIONAL ASSOCOF STATE BOARDS OF EDUCATION
2121 CRYSTAL DRIVE SUITE 330
ARLINGTON,VA22202 		46-0282694 501(C)(3) 10,000       SUPPORT FOR NASB MEETINGS
(10) SO OTHERS MIGHT EAT
71 O STREET NW
WASHINGTON,DC20001 		23-7098123 501(C)(3) 5,750       SUPPORT OF SO OTHERS MIGHT EAT(SOME) PROGRAMS.
(11) THE WOMEN'S CENTER
133 PARK STREET NE
VIENNA,VA22180 		23-7423496 501(C)(3) 6,000       SUPPORT OF INSPIRING WOMEN BENEFIT SPONSORSHIP


2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
11
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: AIR'S GRANTS ARE UNRESTRICTED CONTRIBUTIONS OF RELATIVELY MINOR AMOUNTS AND AS SUCH DO NOT REQUIRE ONGOING MONITORING.
PART II, LINE 1, COLUMN (H), PURPOSE OF GRANT NATIONAL CENTER ON FAMILY HOMELESSNESS(NCFH) - EFFECTIVE OCTOBER 1, 2012, NCFH BECAME A CONTROLLED AFFILIATE OF AIR. AS PART OF ITS COMMITMENT TO SUPPORT NCFH'S ABILITY TO FULFILL OBLIGATIONS PURSUANT TO DONOR-RESTRICTED PROGRAMS, AIR MADE AN UNRESTRICTED CONTRIBUTION IN 2013, COMPRISED OF FORGIVENESS OF THE OUTSTANDING INTERCOMPANY PAYABLE BALANCE OF $726,846 AND AN ADDITIONAL $200,000 PLEDGED CONTRIBUTION.
PART II, LINE 1, COLUMN (H), PURPOSE OF GRANT CURRIKI - TO SUPPORT CURRIKI'S MISSION OF PROVIDING HOSTED SERVICES THAT SUPPORT THE CREATION AND DISTRIBUTION OF FREE, HIGH QUALITY, AND OPEN EDUCATIONAL RESOURCES IN ORDER TO REMOVE BARRIERS TO KNOWLEDGE FOR ALL.
PART II, LINE 1, COLUMN (H), PURPOSE OF GRANT EDUSEED - CONTRIBUTIONS TO SUPPORT EDUSEED'S MISSION OF PROMOTING EDUCATION AMONG DISADVANTAGED AND UNDER-SERVED COMMUNITIES.
Schedule I (Form 990) 2013


Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DAVID MYERSBOARD MEMBER, PRES./CEO (i)
(ii)		 547,985
11,755 		220,275
4,725 		5,473
117 		142,367
3,054 		22,684
487 		938,784
20,138 		0
0
(2)MARIJO AHLGRIMMTREASURER, SR VP AND CFO (i)
(ii)		 344,390
7,387 		73,425
1,575 		1,486
32 		67,095
1,439 		17,949
385 		504,345
10,818 		0
0
(3)DONA KILPATRICKSECRETARY (i)
(ii)		 220,051
4,720 		4,962
106 		1,486
32 		33,265
714 		18,114
388 		277,878
5,960 		0
0
(4)GINA BURKHARDTEXEC. VICE PRES. & DIRECTOR (i)
(ii)		 385,236
7,862 		60,760
1,240 		1,960
40 		80,811
1,649 		17,006
347 		545,773
11,138 		0
0
(5)JON COHENEXEC. VICE PRES. & DIRECTOR (i)
(ii)		 453,285
9,251 		196,000
4,000 		73,214
1,494 		147,980
3,020 		28,447
581 		898,926
18,346 		72,000
0
(6)MARK FANNINGSR VICE PRESIDENT (i)
(ii)		 331,209
7,105 		53,845
1,155 		15,553
334 		22,468
482 		30,069
644 		453,144
9,720 		0
0
(7)THOMAS JESULAITISCHF CONTRACTS/GRANTS OFFICER (i)
(ii)		 201,959
4,332 		2,337
50 		16,171
347 		49,929
1,071 		13,049
280 		283,445
6,080 		0
0
(8)STEPHEN KROMERVICE PRES. & EXECUTIVE DIR. (i)
(ii)		 417,443
8,519 		107,800
2,200 		46,842
956 		50,880
1,038 		13,549
277 		636,514
12,990 		23,945
0
(9)MARILYN MOONSR VICE PRESIDENT (i)
(ii)		 341,471
6,969 		50,470
1,030 		8,214
168 		49,980
1,020 		4,736
97 		454,871
9,284 		0
0
(10)CHERYL JOAN VINCESR VICE PRES. & PROG. DIRECTOR (i)
(ii)		 369,323
7,537 		59,780
1,220 		8,214
168 		87,701
1,790 		12,891
263 		537,909
10,978 		0
0
(11)JANE BENBOWVICE PRESIDENT & DIRECTOR (i)
(ii)		 47,049
0 		25,000
0 		286,887
0 		4,810
0 		5,097
0 		368,843
0 		0
0
(12)JANE HANNAWAYVICE PRES. & CENTER DIRECTOR (i)
(ii)		 310,896
6,345 		45,080
920 		8,214
168 		49,980
1,020 		15,750
321 		429,920
8,774 		0
0
(13)MARK KUTNERSR. VICE PRESIDENT (i)
(ii)		 322,249
0 		70,000
0 		4,356
0 		51,000
0 		27,919
0 		475,524
0 		0
0
(14)GARY PHILLIPSVICE PRESIDENT (i)
(ii)		 252,247
5,148 		180,320
3,680 		8,214
168 		48,373
987 		12,307
251 		501,461
10,234 		0
0
(15)LAURA SALGANIKSR. VICE PRESIDENT (i)
(ii)		 317,416
6,809 		47,384
1,016 		8,206
176 		49,929
1,071 		22,264
478 		445,199
9,550 		0
0
(16)GEORGE BOHRNSTEDTFORMER SR. VICE PRESIDENT (i)
(ii)		 184,273
3,761 		59,878
1,222 		12,858
262 		47,363
966 		21,775
445 		326,147
6,656 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A OFFICER AND KEY EMPLOYEE TRAVEL IS PURCHASED USING COMPANY-BILLED CREDIT CARDS. UPON COMPLETION OF TRAVEL, CREDIT CARD CHARGES ARE RECONCILED AND REVIEWED FOR COMPLETENESS OF SUBSTANTIATION IN ACCORDANCE WITH AN ACCOUNTABLE PLAN. SINCE THE TRAVEL IS ACCOUNTED FOR UNDER AN ACCOUNTABLE PLAN, IT IS NOT CLASSIFIED AS TAXABLE INCOME. ANY TRAVEL FOR COMPANIONS IS APPROVED ON AN EXCEPTION BASIS AND IS GENERALLY DE MINIMIS AND ALSO REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL. GROSS-UP PAYMENTS ARE APPLICABLE TO TAXABLE COMPONENTS OF EXECUTIVE BENEFITS, PURSUANT TO POLICY.
PART I, LINES 4A-B JANE BENBOW SEVERANCE PAYMENT OF $141,750 PART 1, LINE 4B: THE FOLLOWING INDIVIDUALS, ALONG WITH OTHER EXECUTIVES, PARTICIPATED IN A NON-QUALIFIED COMPENSATION PLAN PROVIDING CERTAIN KEY EMPLOYEES WITH THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTIONS THEY WOULD HAVE RECEIVED HAD THEY BEEN ELIGIBLE TO FULLY PARTICIPATE IN THE COMPANY'S DEFINED CONTRIBUTION PENSION PLAN. THE PLAN WAS FIRST ESTABLISHED ON 1/1/1996 TO ALLOW DISCRETIONARY CONTRIBUTIONS TO BE MADE TO THE PLAN BY AIR ON BEHALF OF A SELECT GROUP OF MANAGEMENT OR HIGHLY-COMPENSATED EMPLOYEES. THE ELIGIBLE EMPLOYEES ARE EMPLOYEES DESIGNATED FROM TIME TO TIME BY THE PRESIDENT, WITH THE APPROVAL OF THE COMPENSATION COMMITTEE OF THE AIR BOARD OF DIRECTORS, WHO ARE IN "A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES" OF AIR. THE PLAN PARTICIPANTS ALSO AGREE TO VESTING PARAMETERS BASED ON APPLICABLE CIRCUMSTANCE AND SERVICE AGREEMENTS. DEFERRED COMPENSATIONS AWARDS (EARNED BUT UNPAID) DURING 2013: MARIJO AHLGRIMM $ 48,236 GINA BURKHARDT $ 36,560 JON COHEN $ 100,000 STEPHEN KROMER $ 25,959 DAVID MYERS $ 121,970 CHERYL JOAN VINCE $ 38,491
PART I, LINE 7 SENIOR OFFICERS PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN, WHICH PROVIDES FOR INCENTIVE PAYMENTS BASED ON INDIVIDUAL AND ORGANIZATION PERFORMANCE. DIRECTORS OF THE BOARD DO NOT PARTICIPATE IN BONUS OR INCENTIVE PLANS, WITH THE EXCEPTION OF DAVID MYERS, WHO IN HIS CEO CAPACITY, PARTICIPATES IN THE EXECUTIVE INCENTIVE PLAN. NON-SENIOR OFFICERS, NON-OFFICER HIGHLY COMPENSATED AND KEY EMPLOYEES MAY RECEIVE BONUSES UNDER AIR'S PERFORMANCE BONUS PROGRAM, WHICH IS A DISCRETIONARY BONUS PROGRAM DESIGNED TO RECOGNIZE EXCEPTIONAL PERFORMANCE.
PART II, COLUMNS B, C AND D PART II COLUMN B(III): THE AMOUNTS REPORTED IN COLUMN B(III) FOR MR. JON COHEN INCLUDE $73,190 FOR DEFERRED COMPENSATION VESTED AND PAID IN 2013 PURSUANT TO THE AFOREMENTIONED NON-QUALIFIED COMPENSATION (SEE SCHEDULE J, PART III SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PART I, LINE 4B). THE AMOUNTS REPORTED IN COLUMN B(III) FOR MS. JANE BENBOW INCLUDE A SEVERANCE PAYMENT OF $141,750. ADDITIONALLY, MS. JANE BENBOW EXCHANGED PREVIOUSLY EARNED, BUT UNTAKEN, PTO FOR CASH, TOTALING $145,137. PART II, COLUMN C: AMOUNTS REPORTED IN COLUMN C REPRESENT AIR'S PAYMENTS TO THE DEFINED CONTRIBUTION PENSION PLAN AS WELL AS THE ANNUAL ACCRUAL OF CURRENT AND PRIOR YEAR CONTRIBUTIONS TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN TO COVER CERTAIN KEY EXECUTIVES OTHERWISE INELIGIBLE TO FULLY PARTICIPATE IN THE COMPANY'S DEFINED CONTRIBUTION PLAN. CONTRIBUTIONS TO THE PLAN PROVIDE THE EXECUTIVES WITH THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTION THEY WOULD HAVE RECEIVED HAD THEY BEEN ELIGIBLE TO FULLY PARTICIPATE IN THE DEFINED CONTRIBUTION PENSION PLAN. PURSUANT TO PLAN TERMS, AMOUNTS REMAIN IN THE DEFERRED PLAN UNTIL THEY BECOME FULLY VESTED. PART II COLUMN D: NONTAXABLE BENEFITS REPRESENT AIR'S PREMIUM PAYMENTS FOR CERTAIN FRINGE BENEFIT OFFERINGS GENERALLY AVAILABLE TO ALL OF ITS EMPLOYEES, INCLUDING HEALTH INSURANCE, LONG-TERM DISABILITY, DENTAL INSURANCE, VISION INSURANCE, AND LONG-TERM CARE INSURANCE.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MELISSA KUTNER DAUGHTER OF MARK KUTNER, FORMER KEY EMPLOYEE 45,986 REGULAR EMPLOYEE OF AIR   No
(2) LEWIS LTD
  		OWNER IS SON OF DELANO LEWIS, BOARD MEMBER. D.LEWIS OWNS 6% OF LEWIS LTD 289,534 CONSULTANT TO AIR   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Return Reference Explanation
PAGE 1, PART 1, LINE 1 AND PART III, LINE 1 AIR'S PURPOSE IS TO CONDUCT AND APPLY BEHAVIORAL AND SOCIAL SCIENCE RESEARCH TO IMPROVE PEOPLE'S LIVES AND WELL BEING, WITH A SPECIAL EMPHASIS ON THE DISADVANTAGED. THE ACTIVITIES REPORTED HEREIN, PURSUANT TO THE PROVISIONS OF FORM 990, HAVE BEEN COMPILED TO REFLECT THE RESULTS OF OPERATIONS AND FINANCIAL STATUS OF AIR, THE LEGAL ENTITY AND THEREFORE EXCLUDE THE CONSOLIDATED RESULTS OF OTHER NOT-FOR-PROFIT ORGANIZATIONS UNDER COMMON CONTROL AND WHOLLY OWNED FOR-PROFIT SUBSIDIARIES.
FORM 990, PART VI, SECTION B, LINE 11 1. THE FORM 990 AND RELATED SCHEDULES ARE PREPARED UNDER THE GUIDANCE OF THE CEO/PRESIDENT AND CFO/TREASURER. 2. THE FORM 990 IS REVIEWED INTERNALLY BY THE CFO/TREASURER, LEGAL COUNSEL, AND THE SENIOR VP OF HUMAN RESOURCES PRIOR TO BEING PROVIDED TO THE CEO/PRESIDENT AND MEMBERS OF THE BOARD. 3. THE FORM 990 IS FIRST PROVIDED TO THE AUDIT AND COMPENSATION COMMITTEES OF THE BOARD FOR REVIEW AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO THE DUE DATE (INCLUDING ANY EXTENSIONS).
FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, AIR REQUIRES ITS OFFICERS TO COMPLETE A DISCLOSURE FORM, WHICH IS REVIEWED BY THE LEGAL COUNSEL, ETHICS OFFICER, AND CHIEF FINANCIAL OFFICER. OFFICERS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIP OR TRANSACTION WHICH MAY POSE A CONFLICT AND MUST UPDATE THE FORM WHEN THERE HAS BEEN A CHANGE IN CIRCUMSTANCE. IN ADDITION, AIR OFFICERS AND EMPLOYEES ARE REQUIRED TO COMPLY WITH AIR'S CODE OF CONDUCT, WHICH PROVIDES GUIDANCE ON CONFLICTS OF INTEREST. AIR BOARD OF DIRECTORS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND FOLLOW A CONFLICT OF INTEREST POLICY IN ADDITION TO AIR'S CODE OF CONDUCT. THE CONFLICT OF INTEREST QUESTIONNAIRES ARE SUBMITTED TO AND REVIEWED BY THE LEGAL COUNSEL AND SECRETARY OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS (THE COMPENSATION COMMITTEE IS 100% COMPOSED OF INDEPENDENT DIRECTORS). EACH YEAR THE COMMITTEE HIRES AN OUTSIDE INDEPENDENT CONSULTANT TO PERFORM A COMPARABILITY REVIEW OF COMPENSATION, WHICH IS COMPLETED USING EXTERNAL PUBLISHED DATA. THIS INFORMATION IS INCORPORATED INTO THE FINAL REVIEW AND DECISION PROCESS FOR THOSE INDIVIDUALS REVIEWED BY THE COMMITTEE. WRITTEN MINUTES OF THESE MEETINGS ARE KEPT CONTEMPORANEOUSLY AND MADE AVAILABLE AS REQUESTED. FOR THE OTHER KEY EMPLOYEES, MOST FOLLOW THE EXACT SAME PROCESS AS THE CEO. ANY OF THE KEY EMPLOYEES WHOSE COMPENSATION IS NOT SET BY THE COMPENSATION COMMITTEE (DUE TO NOT BEING AN OFFICER OR A PROGRAM DIRECTOR) ARE REVIEWED INTERNALLY USING THE SAME TYPE OF DATA BY THE RESPECTIVE PROGRAM DIRECTOR AND/OR THE CEO, WITH APPROVAL BY THE CEO.
FORM 990, PART VI, SECTION C, LINE 19 AIR HAS MADE A PUBLIC FILING OF ITS GOVERNING DOCUMENTS WITH THE COMMONWEALTH OF PENNSYLVANIA. AIR WILL MAKE ITS COMPLETE SET OF FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G CONSULTANTS : PROGRAM SERVICE EXPENSES 13,600,791. MANAGEMENT AND GENERAL EXPENSES 2,854,984. FUNDRAISING EXPENSES 122,919. TOTAL EXPENSES 16,578,694. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 11,214,247. MANAGEMENT AND GENERAL EXPENSES 713,316. FUNDRAISING EXPENSES 55,552. TOTAL EXPENSES 11,983,115. HONORARIA: PROGRAM SERVICE EXPENSES 1,483,799. MANAGEMENT AND GENERAL EXPENSES 33,413. FUNDRAISING EXPENSES 1,165. TOTAL EXPENSES 1,518,377. TRANSLATORS/INTERPRETERS: PROGRAM SERVICE EXPENSES 384,748. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 384,748. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 84,408,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,408,698. RECRUITING ADS/AGENCY FEES: PROGRAM SERVICE EXPENSES 325,037. MANAGEMENT AND GENERAL EXPENSES 121,045. FUNDRAISING EXPENSES 15,151. TOTAL EXPENSES 461,233. MEDIA BUYS: PROGRAM SERVICE EXPENSES 925,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 925,665.
FORM 990, PART XI, LINE 9: REDUCTION IN THE CONTRIBUTION FUNDING -102,912.
FORM 990, PART IV, LINE 12 & PART XII, LINE 2B AUDITED FINANCIAL STATEMENT AIR PREPARES THE CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDE THE ORGANIZATION AND ITS AFFILIATES; THE STATEMENTS ARE AUDITED BY INDEPENDENT AUDITORS ON AN ANNUAL BASIS.
FORM 990 PART XII, LINE 2C AUDIT COMMITTEE AIR HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.
FORM 990, PART VI, LINE 1A, EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR AND CHAIRS OF THE AUDIT, FINANCE, GOVERNANCE, HUMAN RESOURCES AND COMPENSATION COMMITTEES AND THE CHIEF EXECUTIVE OFFICER FOR THE PURPOSE OF EXERCISING ALL OF THE POWERS AND AUTHORITY OF THE FULL BOARD WHEN THE BOARD IS NOT IN SESSION AND WHEN IT IS NOT PRACTICAL OR POSSIBLE FOR THE FULL BOARD TO CONVENE A MEETING. A QUORUM IS DEFINED AS FOUR (4) MEMBERS OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VII, SECTION B, LINE 1, COLUMN B COLUMN B DESCRIPTION FOR RACKSPACE US INC.: MANAGED HOSTING PROVIDING DEDICATED SERVERS TO SUPPORT AIR ONLINE TESTING. DEDICATED RESOURCES INCLUDE NETWORKING, HARDWARE, AND OPERATING SYSTEM SOFWARE; ALL RUN BY THE HOST COMPANY. COLUMN B DESCRIPTION FOR THE CORKERY GROUP: MEDIA STRATEGY SUPPORT TO CDC'S HIV, STD, AND TB PREVENTIONS PROGRAM. COLUMN B DESCRIPTION FOR APEX SYSTEMS, INC.: STAFFING SUPPORT FOR PROGRAM ACTIVITIES INVOLVING FORMATIVE, SUMMATIVE, DIAGNOSTIC, AND INTERNATIONAL ASSESSMENT. THESE ACTIVITIES ARE USED TO MEASURE STUDENT AND SYSTEM PERFORMANCES.
FORM 990, PART VIII, LINE 2A INCLUDING FROM CERTAIN PERSONAL PROPERTY RENTS
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN INSTITUTES FOR RESEARCH IN THE
BEHAVIORAL SCIENCES
Employer identification number

25-0965219
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY - DISSOLVED 112113
1000 THOMAS JEFFERSON ST NW
WASHINGTON,DC20007
27-0071942 		SEE SCHEDULE R, PART VII IL 0 0 LEARNING POINT ASSOCIATES
 
(2) COMPENSATION INNOVATIONS IN EDUCATIONS LLC - DISSOLVED 112113
1000 THOMAS JEFFERSON ST NW
WASHINGTON,DC20007
80-0518929 		SEE SCHEDULE R, PART VII IL 0 0 LEARNING POINT ASSOCIATES
 








Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) AMERICAN INSTITUTES FOR RESEARCH UK LIMITED

1000 THOMAS JEFFERSON ST NW

WASHINGTON,DC20007
 BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS UK     AIR
 
Yes
 
(2) LEARNING POINT ASSOCIATES

1000 THOMAS JEFFERSON ST NW

WASHINGTON,DC20007
37-1161423 		SEE SCHEDULE R, PART VII IL 501(C)(3) 7 AIR
 
Yes
 
(3) NATIONAL CENTER ON FAMILY HOMELESSNESS

1000 THOMAS JEFFERSON ST NW

WASHINGTON,DC20007
22-2882452 		SEE SCHEDULE R, PART VII MA 501(C)(3) 7 AIR
 
Yes
 
(4) EDUCATION SECTOR

1000 THOMAS JEFFERSON ST NW

WASHINGTON,DC20007
16-1714740 		SEE SCHEDULE R, PART VII MD 501(C)(3) 7 AIR
 
Yes
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) COLLEGE MEASURES LLC

1700 ROCKVILLE PIKE 400
ROCKVILLE,MD20852
45-2671930 		SEE SCHEDULE R, PART VII DE AIR
  		RELATED 154,771 589,513   No   Yes   50.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AIR HOLDING COMPANY

1000 THOMAS JEFFERSON ST NW
WASHINGTON,DC20007
52-2205344 		EDUCATIONAL SERVICES DE AMERICAN INSTITUTES FOR RESEARCH
  		C   1,717,691 100.000 % Yes  












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) LEARNING POINT ASSOCIATES

 Q 6,918,433 FMV
(2) LEARNING POINT ASSOCIATES

 S 2,747,359 FMV
(3) COLLEGE MEASURES LLC

 B 536,045 FMV
(4) COLLEGE MEASURES LLC

 P 308,974 FMV
(5) COLLEGE MEASURES LLC

 Q 356,442 FMV
(6) NATIONAL CENTER ON FAMILY HOMELESSNESS

 B 926,486 FMV
(7) NATIONAL CENTER ON FAMILY HOMELESSNESS

 P 1,065,934 FMV
(8) NATIONAL CENTER ON FAMILY HOMELESSNESS

 Q 69,182 FMV
(9) NATIONAL CENTER ON FAMILY HOMELESSNESS

 R 619,066 FMV
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART I, COLUMN B NORTH CENTRAL REGIONAL EDUCATIONAL LABORATORY - TO PROVIDE EDUCATIONAL RESEARCH AND DEVELOPMENT SERVICES TO SCHOOLS, DISTRICTS, OTHER EDUCATIONAL ORGANIZATIONS, AND STATES.
SCHEDULE R, PART I, COLUMN B COMPENSATION INNOVATIONS IN EDUCATIONS, LLC - TO PROVIDE SCHOOLS, DISTRICTS AND STATES WITH SUPPORT TO DESIGN AND IMPLEMENT HIGH-QUALITY ALTERNATIVE COMPENSATION SYSTEMS TO IMPROVE TEACHER QUALITY FOR ALL STUDENTS.
SCHEDULE R, PART II, COLUMN B LEARNING POINT ASSOCIATES - EDUCATION RESEARCH, DEVELOPMENT AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY.
SCHEDULE R, PART II, COLUMN B NATIONAL CENTER ON FAMILY HOMELESSNESS - RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS.
SCHEDULE R, PART II, COLUMN B EDUCATION SECTOR PROMOTES CHANGES IN POLICY AND PRACTICE THAT LEAD TO IMPROVED STUDENT OPPORTUNITIES AND OUTCOMES.
SCHEDULE R, PART III, COLUMN B COLLEGE MEASURES, LLC - TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS FOR STUDENTS, PARENTS, AND POLICY MAKERS.
Schedule R (Form 990) 2013
Additional Data


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