Perform Accreditation reviews for 76 member colleges and universities which offer bachelors and masters programs in Planning.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $31K a year · 8% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
15 mo
of spending, in cash
Looks good: 14.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $179K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$360K
+8% vs prior year
Spent
$380K
To programs
73%
Net assets
$534K
By yearFY2020–FY2025
Revenue
$360K
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$396K
FY2021$334K
FY2022$360K
FY2023$404K
FY2024$414K
FY2025$425K
Expenses
$380K
FY2022▲ +46%
Tap a bar for its year
Expenses by fiscal year
FY2020$287K
FY2021$260K
FY2022$380K
FY2023$401K
FY2024$391K
FY2025$428K
Net assets
$534K
FY2022▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$479K
FY2021$553K
FY2022$534K
FY2023$537K
FY2024$559K
FY2025$557K

From the FY2022 Form 990 (year ending September 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1992.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $276K Management & general 27% · $104K

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

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2020
Jesmarie Johnson$119,775$103,048

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Reviews bachelor's and master's planning programs at 76 colleges and universities.

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Provided by the organization

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1 program · $276K · in their own filed words · FY2021
01

Accreditation program for 76 member colleges and universities.

$276Kprogram 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
Total grants receivedfrom 1 funder$179K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$360K
Ln 12
Gifts and grantsLn 1h$335K
Fees for servicesLn 2g$28K
Investment incomeLn 3−$2K
Money outPt IX
$380K
Ln 25
Programscol B$276K
Managementcol C$104K
Owns and owesPt X
$534K
net assets · Ln 32
Cash and savingsLn 1–2$472K
Total assetsLn 16$534K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$335K
Fees for servicesLn 2g$28K
Investment incomeLn 3−$2K
Total revenueLn 12$360K
Assets in detailPt X, end of year
CashLn 1$167K
SavingsLn 2$306K
Cash and savings togetherLn 1–2$472K
InvestmentsLn 11–13$26K
Total assetsLn 16$534K
LiabilitiesLn 26$0
Net assetsLn 32$534K
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$452K$472K
InvestmentsLn 11–13$34K$26K
Total assetsLn 16$562K$534K
LiabilitiesLn 26$9K$0
Net assetsLn 32$553K$534K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$162K$162K
Pension plan contributionsLn 8$8K$8K
Other employee benefitsLn 9$12K$12K
Payroll taxesLn 10$12K$12K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$32K$26K$6K
Office expensesLn 13$8K$300$7K
Information technologyLn 14$66K$66K
OccupancyLn 16$10K$9K$346
TravelLn 17$35K$35K
Conferences, conventions and meetingsLn 19$11K$11K
Depreciation, depletion and amortizationLn 22$16K$16K
InsuranceLn 23$3K$3K
Total functional expensesLn 25$380K$276K$104K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $425K$428K−$2K$557K 990 PDF
FY2024 $414K$391K$22K$559K 990 PDF
FY2023 $404K$401K$3K$537K 990 PDF
FY2022 Viewing $360K$380K−$19K$534K 990 PDF
FY2021 $334K$260K$74K$553K 990 PDF
FY2020 $396K$287K$109K$479K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $360,483 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $321,205$335,011
I-9 Program service revenuePrior year $6,250$27,631
I-10 Investment incomePrior year $6,663−$2,159
I-11 Other revenue$0
I-12 Total revenuePrior year $334,118$360,483
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $186,318$194,797
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $73,789$184,980
I-18 Total expensesPrior year $260,107$379,777
I-19 Revenue less expensesPrior year $74,011−$19,294
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $360,483 across 6 lines filed
VIII-1b Membership dues$185,011
VIII-1f All other contributions, gifts and grants$150,000
VIII-1h Total contributions, gifts and grants$335,011
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,631$27,631
VIII-3 Investment incomeRelated to mission −$2,159−$2,159
VIII-12 Total revenueRelated to mission $25,472$360,483
Part IX · Statement of functional expenses $379,777 across 14 lines filed
IX-7 Other salaries and wagesPrograms $162,219$162,219
IX-8 Pension plan contributionsPrograms $8,104$8,104
IX-9 Other employee benefitsPrograms $12,229$12,229
IX-10 Payroll taxesPrograms $12,245$12,245
IX-11b Legal feesManagement $3,150$3,150
IX-11c Accounting feesManagement $1,413$1,413
IX-11g Other fees for servicesPrograms $25,899 · Management $6,127$32,026
IX-13 Office expensesPrograms $300 · Management $7,363$7,663
IX-14 Information technologyManagement $66,100$66,100
IX-16 OccupancyPrograms $9,480 · Management $346$9,826
IX-17 TravelPrograms $34,644$34,644
IX-19 Conferences, conventions and meetingsPrograms $10,820$10,820
IX-22 Depreciation, depletion and amortizationManagement $16,266$16,266
IX-23 InsuranceManagement $3,072$3,072
IX-25 Total functional expensesPrograms $275,940 · Management $103,837 · Fundraising $0$379,777
Part X · Balance sheet $533,963 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $122,638$166,719
X-2 Savings and temporary cash investmentsStart of year $329,400$305,699
X-9 Prepaid expenses and deferred chargesStart of year $34,158$10,158
X-11 Publicly traded securitiesStart of year $33,891$25,631
X-14 Intangible assetsStart of year $42,022$25,756
X-16 Total assetsStart of year $562,109$533,963
X-26 Total liabilitiesStart of year $8,852$0
X-27 Net assets without donor restrictionsStart of year $553,257$533,963
X-32 Total net assets or fund balancesStart of year $553,257$533,963
X-33 Total liabilities and net assetsStart of year $562,109$533,963
Part XI · Reconciliation of net assets $533,963 net assets at year end
XI-1 Total revenue$360,483
XI-2 Total expenses$379,777
XI-3 Revenue less expenses−$19,294
XI-4 Net assets at start of year$553,257
XI-10 Net assets at end of year$533,963

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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