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The American Assembly

IRS exemption revoked

New York, NYUnknown exempt organization EIN 13-6160846Revenue $3.2M in FY2020Latest filing we have: 2019. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSamericanassembly.orgNew York, NY

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A national non partisan public policy forum to illuminate issues of public policy.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-6160846) · Dispute this line
63¢ of each $1 spent went to programs.
$1.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
The IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2020
latest Form 990
The latest return is for FY2020, 6 tax years back.
IRS e-file · Filing history
Spent on programs
63%
of spending
63% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
to officers and key staff · 85% of spending
Pay to officers and key staff is 85% of spending.
Part VII, Section A
Cash reserves
69.1 mo
of spending, in cash
Plus $20.3M in investments, Pt X · Ln 11–13
69.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $37K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$33K
0.1% of total assets
Liabilities are 0.1% of assets.
Pt X · Ln 26
Independent board members
7
of 8 voting members
7 of 8 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$3.2M
Spent
$1.2M
To programs
63%
Net assets
$27.4M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

990 PDF Follow Claim
IRS revoked this organization's tax-exempt status on November 15, 2023

Is it real?

No. The IRS revoked its tax exemption. Latest filing we have: FY2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $777K Management & general 29% · $354K Fundraising 8% · $101K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990; $1.0M paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
David H Mortimer
Former President & Trustee
$514,268Pt VII · Sec A
Joseph J Karaganis
Former Vice President
$226,852Pt VII · Sec A
Peter Bearman
President & Trustee
$218,541Pt VII · Sec A
$89,501Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The American Assembly executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Illuminates public policy issues through a national, nonpartisan forum.

Questions for The American Assembly

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Your first name shows with your question. The American Assembly answers here, for everyone.

1 program · $777K · in their own filed words · FY2019
01

The Open Syllabus Project

The Open Syllabus Project (OSP) provides the first "big data" look at the primary activity of higher education: teaching. It collects and analyzes millions of university syllabi to generate novel academic and public applications of the expertise embedded in these teaching choices.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-6160846) · Dispute this line
$777Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Robert Wood Johnson FoundationFY2024$37K
Total grants receivedfrom 1 funder$37K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.2M
Ln 12
Investment incomeLn 3$1.3M
Other incomeLn 4–11$1.2M
Fees for servicesLn 2g$689K
Money outPt IX
$1.2M
Ln 25
Programscol B$777K
Managementcol C$354K
Fundraisingcol D$101K
Owns and owesPt X
$27.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.1M
Total assetsLn 16$27.4M
LiabilitiesLn 26$33K
PeoplePt VI, VII
11
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$689K
Investment incomeLn 3$1.3M
Other incomeLn 4–11$1.2M
Gains on assetsLn 7$1.2M
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
SavingsLn 2$7.1M
Cash and savings togetherLn 1–2$7.1M
Land, buildings, equipmentLn 10c$20K
InvestmentsLn 11–13$20.3M
Total assetsLn 16$27.4M
LiabilitiesLn 26$33K
Net assetsLn 32$27.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$24.9M$24.9M$24.9M$24.2M$22.3M
AddedLn 1b$25K$20K$115K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$6.6M$7.1M
InvestmentsLn 11–13$20.0M$20.3M
Land, buildings, equipmentLn 10c$20K$20K
Total assetsLn 16$26.7M$27.4M
LiabilitiesLn 26$34K$33K
Net assetsLn 32$26.6M$27.4M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$437K$232K$127K$78K
Other salaries and wagesLn 7$282K$282K$0$0
Other employee benefitsLn 9$225K$163K$38K$23K
Other fees for servicesLn 11g$70K$28K$42K$0
Office expensesLn 13$66K$36K$30K$0
OccupancyLn 16$19K$0$19K$0
TravelLn 17$2K$2K$0$0
Conferences, conventions and meetingsLn 19$10K$2K$8K$0
InsuranceLn 23$9K$0$9K$0
Other expenses (24a–d)Ln 24$112K$32K$80K$0
Total functional expensesLn 25$1.2M$777K$354K$101K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2020 Latest ViewingFiled with the IRS May 14, 2021 $3.2M$1.2M$2.0M$27.4M 990 PDF

Schedules filed Part IV

D · Assets and endowments I · Grants J · Pay O · Explanations
See the full FY2020 990
Part I · Summary $3,217,603 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $148,699$0
I-9 Program service revenuePrior year $295,687$688,821
I-10 Investment incomePrior year $2,350,915$2,528,782
I-11 Other revenue$0
I-12 Total revenuePrior year $2,795,301$3,217,603
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,205,196$943,457
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,732,293$288,248
I-18 Total expensesPrior year $2,937,489$1,231,705
I-19 Revenue less expensesPrior year −$142,188$1,985,898
Part VI · Governance 7 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $3,217,603 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$688,821
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $1,286,159$1,286,159
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,242,623$1,242,623
VIII-12 Total revenueRelated to mission $688,821 · Unrelated business $0 · Excluded from tax $2,528,782$3,217,603
Part IX · Statement of functional expenses $1,231,705 across 10 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $231,696 · Management $127,453 · Fundraising $77,532$436,681
IX-7 Other salaries and wagesPrograms $282,103 · Management $0 · Fundraising $0$282,103
IX-9 Other employee benefitsPrograms $163,177 · Management $38,236 · Fundraising $23,260$224,673
IX-11g Other fees for servicesPrograms $28,150 · Management $41,621 · Fundraising $0$69,771
IX-13 Office expensesPrograms $35,735 · Management $30,376 · Fundraising $0$66,111
IX-16 OccupancyPrograms $0 · Management $19,078 · Fundraising $0$19,078
IX-17 TravelPrograms $1,700 · Management $0 · Fundraising $0$1,700
IX-19 Conferences, conventions and meetingsPrograms $2,274 · Management $8,017 · Fundraising $0$10,291
IX-23 InsurancePrograms $0 · Management $9,261 · Fundraising $0$9,261
IX-24 Other expenses (24a–d)Programs $31,796 · Management $80,240 · Fundraising $0$112,036
IX-25 Total functional expensesPrograms $776,631 · Management $354,282 · Fundraising $100,792$1,231,705
Part X · Balance sheet $27,391,919 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $6,632,130$7,097,675
X-10c Land, buildings and equipment, netStart of year $19,961$19,961
X-11 Publicly traded securitiesStart of year $3,305,216$3,440,885
X-12 Other securitiesStart of year $16,726,370$16,833,398
X-16 Total assetsStart of year $26,683,677$27,391,919
X-17 Accounts payable and accrued expensesStart of year $33,877$32,877
X-26 Total liabilitiesStart of year $33,877$32,877
X-27 Net assets without donor restrictionsStart of year $1,254,441$1,874,114
X-28 Net assets with donor restrictionsStart of year $25,395,359$25,484,928
X-32 Total net assets or fund balancesStart of year $26,649,800$27,359,042
X-33 Total liabilities and net assetsStart of year $26,683,677$27,391,919
Part XI · Reconciliation of net assets $27,359,042 net assets at year end
XI-1 Total revenue$3,217,603
XI-2 Total expenses$1,231,705
XI-3 Revenue less expenses$1,985,898
XI-4 Net assets at start of year$26,649,800
XI-5 Net unrealized gains (losses) on investments−$1,276,656
XI-10 Net assets at end of year$27,359,042

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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