Civic Intelligence

Association for the Assessment Of

EIN 27-2549242 • 501(c)3 • Oak Creek, WI

Profile

AALHE is a professional association for assessment practitioners at colleges, universities, and higher education support organizations. It provides resources and a forum to support assessment practitioners professional development and the open discussion of issues, strategies, policies, and processes associated with the use of assessment to improve student learning and institutional effectiveness in fostering student success.

7044 S 13th StreetOak Creek, WI 53154

www.aahle.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.05x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-6.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$486,250

Down $13,130 (-2.6%) from 2022

Liabilities

Up

$12,416

Up $5,642 (+83%) from 2022

Net Assets

Down

$473,834

Down $18,772 (-3.8%) from 2022

Operations
Liabilities / Revenue79th percentileNet Margin23rd percentile

Revenue

Down

$241,785

Down $26,429 (-9.9%) from 2022

Expenses

Up

$289,509

Up $67,994 (+31%) from 2022

Net Income

Down

-$47,724

Down $94,423 (-202%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $82,010Net Assets 2015: $82,0102015Assets 2016: $154,861Net Assets 2016: $154,8612016Assets 2017: $239,620Liabilities 2017: $0Net Assets 2017: $239,6202017Assets 2019: $371,888Liabilities 2019: $0Net Assets 2019: $371,8882019Assets 2021: $447,530Liabilities 2021: $1,623Net Assets 2021: $445,9072021Assets 2022: $499,380Liabilities 2022: $6,774Net Assets 2022: $492,6062022Assets 2025: $486,250Liabilities 2025: $12,416Net Assets 2025: $473,8342025

Highlighted filing

2025

Assets$486,250
Liabilities$12,416
Net Assets$473,834
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2015: $130,500Expenses 2015: $99,612Net Income 2015: $30,8882015Revenue 2016: $198,595Expenses 2016: $125,744Net Income 2016: $72,8512016Revenue 2017: $221,130Expenses 2017: $136,371Net Income 2017: $84,7592017Revenue 2019: $329,484Expenses 2019: $320,933Net Income 2019: $8,5512019Revenue 2021: $186,420Expenses 2021: $130,756Net Income 2021: $55,6642021Revenue 2022: $268,214Expenses 2022: $221,515Net Income 2022: $46,6992022Revenue 2025: $241,785Expenses 2025: $289,509Net Income 2025: -$47,7242025

Highlighted filing

2025

Revenue$241,785
Expenses$289,509
Net Income-$47,724
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$486,250
Liabilities
$12,416
Net assets
$473,834
Revenue
$241,785
Expenses
$289,509
Net income
-$47,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.12$4.74$2.42$2.90$0.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.07$4.93$2.68$2.22$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.02$4.46$1.86$1.31$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$3.29$3.21$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$2.21$1.36$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.55$1.99$1.26$0.73
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.31$1.00$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 17, 2026
Return Version
2025v4.0
Gross Receipts
$241,785
Mission and Program Overview

Mission

Our mission is to develop and support a community of educators and inform assessment practices in higher education to foster and improve student learning and institutional quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$477,859$486,250▲ $8,391
Prepaid Expenses and Deferred Charges$43,699$0▼ $43,699
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$521,558$486,250▼ $35,308
Other Assets Total-$0-
Liabilities
Other Liabilities-$12,416-
Total Liabilities$0$12,416▲ $12,416
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$521,558$473,834▼ $47,724
Total Net Assets Fund Balance$521,558$473,834▼ $47,724
Total Liabilities and Net Assets / Fund Balance$521,558$486,250▼ $35,308
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Constance TuckerPast-President
Fiona ChrystallPresident
Allison ChatterjeeDirector
Divya BhedaDirector
Frederick BurrackDirector
Gina PolychronopoulosDirector
Kara MoloneyDirector
Karen White-goyzuetaDirector
Rebecca GibbonsDirector
Reem JaafarDirector
Will MillerDirector
Yi-chin WuDirector
Tracy BartholomewSecretary
Leslie HarrisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Executive Group LLCExecutive Management262 W MAIN ST, Wales, WI 53183$109,266
Revenue and Support

Revenue Composition

Contributions and Grants
$100,332
Program Service Revenue
$115,544
Investment Income
$17,070
Other Revenue
$8,839
All Other Contributions
$556
Change in Net Assets
$-47,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$109,266--$109,266
Information Technology$14,305--$14,305
Fees for Services Accounting$11,255--$11,255
Insurance$3,834--$3,834
Travel$2,134--$2,134
Other Expenses$1,291--$1,291
All Other Expenses$888--$888
Office Expenses$43--$43
Total Functional Expenses$289,509$0$0$289,509
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$11,516
Unassigned Funds$900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board reviews and approves 990 before filed.”

Form 990, Part VI, Section B, Line 12C

“Board consistently reviews any potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Association for the Assessment of
EIN
27-2549242
Phone
4149084945
Address
7044 S 13TH STREET, OAK CREEK, WI 53154

Signing Officer

Name
Leslie Harris
Title
Treasurer
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Harris
Legal Domicile
Ky
Voting Board Members
14
Independent Board Members
0
Employees
0

Preparer

Firm
Charles T Mitchell Co Pllc
Address
229 W MAIN ST STE 103, FRANKFORT, KY 40601
Preparer
Ryan Moore CPA
Phone
5022277395
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Our mission is to develop and support a community of educators and inform assessment practices in higher education to foster and improve student learning and institutional quality.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0521558
IRS990/NetAssetsOrFundBalancesEOYAmt0473834
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0521558
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0473834
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt043
IRS990/OfficeExpensesGrp/TotalAmt043
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK & CC CHARGES
IRS990/OtherExpensesGrp/Desc2STRATEGIC PARTNERSHIPS
IRS990/OtherExpensesGrp/Desc3ONLINE SYMPOSIUM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0135770
IRS990/OtherExpensesGrp/ProgramServicesAmt18301
IRS990/OtherExpensesGrp/ProgramServicesAmt22422
IRS990/OtherExpensesGrp/ProgramServicesAmt31291
IRS990/OtherExpensesGrp/TotalAmt0135770
IRS990/OtherExpensesGrp/TotalAmt18301
IRS990/OtherExpensesGrp/TotalAmt22422
IRS990/OtherExpensesGrp/TotalAmt31291
IRS990/OtherLiabilitiesGrp/EOYAmt012416
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0WEBINARS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08839
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08839
IRS990/OtherRevenueTotalAmt08839
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043699
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LESLIE HARRIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE SPONSORS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt098120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt098120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117424
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0107560
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018367
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0276761
IRS990/PYOtherRevenueAmt01380
IRS990/PYProgramServiceRevenueAmt0142032
IRS990/PYRevenuesLessExpensesAmt0-7422
IRS990/PYTotalExpensesAmt0276761
IRS990/PYTotalRevenueAmt0269339
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-47724
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt099776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0105060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0506884
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0506884
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0105060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090042
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0506884
IRS990ScheduleA/TotalSupportAmt0506884
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011516
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNASSIGNED FUNDS
IRS990ScheduleD/TotalLiabilityAmt012416
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS AND APPROVES 990 BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD CONSISTENTLY REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0521558
IRS990/TotalAssetsEOYAmt0486250
IRS990/TotalAssetsGrp/BOYAmt0521558
IRS990/TotalAssetsGrp/EOYAmt0486250
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0100332
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00

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