Civic Intelligence

Association for Diplomatic Studies & Training

990 • Fiscal year 2023 • EIN 52-1451990

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

4000 Arlington BlvdArlington, VA 22204

(703) 302-6990

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

7.7%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$877,000

Down $165,389 (-16%) from 2022

Net Assets

Down

$877,000

Down $165,389 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$1,010,887

Up $72,515 (+7.7%) from 2022

Expenses

Up

$1,176,276

Up $53,478 (+4.8%) from 2022

Net Income

Up

-$165,389

Up $19,037 (+10%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $854,554Liabilities 2010: $7,094Net Assets 2010: $847,4602010Assets 2011: $779,587Liabilities 2011: $3,818Net Assets 2011: $775,7692011Assets 2012: $776,767Liabilities 2012: $3,485Net Assets 2012: $773,2822012Assets 2013: $805,773Liabilities 2013: $5,598Net Assets 2013: $800,1752013Assets 2014: $847,781Liabilities 2014: $1,727Net Assets 2014: $846,0542014Assets 2015: $875,627Liabilities 2015: $2,558Net Assets 2015: $873,0692015Assets 2016: $864,719Liabilities 2016: $4,165Net Assets 2016: $860,5542016Assets 2017: $1,020,708Liabilities 2017: $0Net Assets 2017: $1,020,7082017Assets 2018: $942,974Liabilities 2018: $0Net Assets 2018: $942,9742018Assets 2019: $1,091,644Liabilities 2019: $0Net Assets 2019: $1,091,6442019Assets 2020: $1,091,791Liabilities 2020: $40,800Net Assets 2020: $1,050,9912020Assets 2021: $1,226,815Liabilities 2021: $0Net Assets 2021: $1,226,8152021Assets 2022: $1,042,389Liabilities 2022: $0Net Assets 2022: $1,042,3892022Assets 2023: $877,000Liabilities 2023: $0Net Assets 2023: $877,0002023Assets 2024: $991,236Liabilities 2024: $0Net Assets 2024: $991,2362024

Highlighted filing

2023

Assets$877,000
Liabilities$0
Net Assets$877,000

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $478,5232010Expenses 2011: $276,9452011Expenses 2012: $311,4722012Revenue 2013: $326,902Expenses 2013: $300,021Net Income 2013: $26,8812013Revenue 2014: $292,208Expenses 2014: $242,930Net Income 2014: $49,2782014Revenue 2015: $256,352Expenses 2015: $218,015Net Income 2015: $38,3372015Revenue 2016: $386,865Expenses 2016: $388,481Net Income 2016: -$1,6162016Revenue 2017: $550,357Expenses 2017: $390,203Net Income 2017: $160,1542017Revenue 2018: $699,244Expenses 2018: $562,085Net Income 2018: $137,1592018Revenue 2019: $548,273Expenses 2019: $670,902Net Income 2019: -$122,6292019Revenue 2020: $500,883Expenses 2020: $541,536Net Income 2020: -$40,6532020Revenue 2021: $1,186,094Expenses 2021: $1,016,905Net Income 2021: $169,1892021Revenue 2022: $938,372Expenses 2022: $1,122,798Net Income 2022: -$184,4262022Revenue 2023: $1,010,887Expenses 2023: $1,176,276Net Income 2023: -$165,3892023Revenue 2024: $1,524,053Expenses 2024: $1,409,817Net Income 2024: $114,2362024

Highlighted filing

2023

Revenue$1,010,887
Expenses$1,176,276
Net Income-$165,389
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$1,010,887
Mission and Program Overview

Mission

The ASDT enhances the training of foreign affairs personnel, increases the awareness of American diplomacy, increases appreciation of the role of diplomacy, and promotes the study of diplomatic history.

The association for diplomatic studies and training (hereinafter referred to as "adst- or the "organization") is a 501(c)(3) nonprofit, non- governmental, not-for-profit corporation. The organization seeks to enhance the professional knowledge of diplomatic practitioners and to strengthen public appreciation of diplomacy's contributions to the national interest. The organization's mission is to preserve and make available for scholarly study the recollections and observations of foreign affairs personnel, and to promote the study of diplomatic history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$921,755$852,169▼ $69,586
Cash and Non-Interest-Bearing Accounts$117,054$19,645▼ $97,409
Land, Buildings, and Equipment, Net-$1,606-
Total Assets$1,042,389$877,000▼ $165,389
Other Assets Total$3,580$3,580→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,042,389$877,000▼ $165,389
Total Net Assets Fund Balance$1,042,389$877,000▼ $165,389
Total Liabilities and Net Assets / Fund Balance$1,042,389$877,000▼ $165,389

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,606-$1,606
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anne PattersonChairperson
Susan R JohnsonPresident
Abigail Golden - VazquezDirector
Bambi ArellanoDirector
Clayton BondDirector
Donald BishopDirector
Eric BosewellDirector
James BeverDirector
John Bellinger IiiDirector
Lange SchermerhornDirector
Lauri Fitz - PegadoExcec Comm M
Vicki WeilExec Comm. M
Robin RaphelSecretary &
Peter ReamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$858,895
Program Service Revenue
$66,227
Investment Income
$85,415
Other Revenue
$350
All Other Contributions
$858,895
Change in Net Assets
$-165,389

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$649,000
Total Noncash Contributions2$649,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,010,887
Total Revenue per Audited Statements
$1,010,887
Total Revenue per Form 990
$1,010,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$781,881
Other Expenses$394,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$444,566$255,328-$699,894
Fees for Services Other$172,968--$172,968
Occupancy$80,850$66,150-$147,000
Current Officers, Directors, Trustees, and Key Employees$24,270$36,404-$60,674
Payroll Taxes$12,788$8,525-$21,313
Office Expenses-$21,187-$21,187
Travel$13,463$1,445-$14,908
Fees for Services Accounting-$14,674-$14,674
Insurance$7,278--$7,278
Other Expenses$3,250$2,026-$2,026
All Other Expenses-$1,892-$1,892
Total Functional Expenses$765,613$410,663$0$1,176,276

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,176,276
Total Expenses per Audited Statements$1,176,276
Total Expenses per Form 990$1,176,276
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 18

Available on guidestar.org

Form 990, Page 6, Part VI, Line 19

Made available upon request

Filing and Contact Details

Filer

Filer Name
Association for Diplomatic Studies
EIN
52-1451990
Phone
7033026990
Address
4000 ARLINGTON BLVD, ARLINGTON, VA 22204

Signing Officer

Name
Susan R Johnson
Title
President
Phone
7033026990
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan R Johnson
Formed
1986
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
82

Preparer

Firm
Ad&a Cpas LLC
Address
3100 CLARENDON BLVD SUITE 200, ARLINGTON, VA 22201
Preparer
Amit Dhawan
Phone
7035177899
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The association for diplomatic studies and training (hereinafter referred to as "adst- or the "organization") is a 501(c)(3) nonprofit, non- governmental, not-for-profit corporation. The organization seeks to enhance the professional knowledge of diplomatic practitioners and to strengthen public appreciation of diplomacy's contributions to the national interest. The organization's mission is to preserve and make available for scholarly study the recollections and observations of foreign affairs personnel, and to promote the study of diplomatic history.

Form 990, Page 2, Part III, Line 4A

Oral history: adst records and shares the oral histories of diplomatic practitioners, facilitates the preparation and publication of books and memories dealing with diplomacy and foreign affairs, contributes to diplomatic case studies and educational materials and supports the work of the foreign service institution. Adst is committed to strengthening public appreciation of diplomacy's contribution to america's national interests, and enriching the professional knowledge of diplomatic practitioners. We do this by: recording the oral histories of diplomats, family members, and others, facilitating the preparation and publication of books and memoirs, contributing to diplomatic case studies and educational materials, supporting the work of the foreign service institute. The program's mission is to capture, preserve, and share the experiences of america's diplomats. Adst is supported by fees derived from performance of project work relating to its' mission which are funded by other non-profit organizations, by grants and contributions from other non-profit organizations and individuals who are largely former u.s. Government officials who were involved in the foreign policy process.

Form 990, Page 2, Part III, Line 4B

Outreach and advocacy program: the outreach and advocacy program of the association for diplomatic studies and training (adst) works to connect the broader public with the essential work of the usa diplomacy and international relations. By engaging with diverse communities, students, and professionals, the program promotes understanding of diplomatic history, practice, and the importance of global cooperation, as well as shares at first hand the usa role, involvement and experiences outlined by its foreign services personnel. Through meetings and lobbying, events, publications, and educational initiatives, adst advocates for the value of diplomacy in addressing global challenges, while also supporting the development of future usa diplomats and leaders. The program seeks to inspire informed dialogue and foster greater awareness of the role diplomacy plays in shaping a more peaceful and interconnected world.

Form 990, Part IX, Line 11G

Sub-contractor services 52,534 0 0 sub-contractor services 120,434 0 0 total 172,968 0 0

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IRS990/ProgSrvcAccomActy2Grp/Desc0OUTREACH AND ADVOCACY PROGRAM: THE OUTREACH AND ADVOCACY PROGRAM OF THE ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING (ADST) WORKS TO CONNECT THE BROADER PUBLIC WITH THE ESSENTIAL WORK OF THE USA DIPLOMACY AND INTERNATIONAL RELATIONS. BY ENGAGING WITH DIVERSE COMMUNITIES, STUDENTS, AND PROFESSIONALS, THE PROGRAM PROMOTES UNDERSTANDING OF DIPLOMATIC HISTORY, PRACTICE, AND THE IMPORTANCE OF GLOBAL COOPERATION, AS WELL AS SHARES AT FIRST HAND THE USA ROLE, INVOLVEMENT AND EXPERIENCES OUTLINED BY ITS FOREIGN SERVICES PERSONNEL. THROUGH MEETINGS AND LOBBYING, EVENTS, PUBLICATIONS, AND EDUCATIONAL INITIATIVES, ADST ADVOCATES FOR THE VALUE OF DIPLOMACY IN ADDRESSING GLOBAL CHALLENGES, WHILE ALSO SUPPORTING THE DEVELOPMENT OF FUTURE USA DIPLOMATS AND LEADERS. THE PROGRAM SEEKS TO INSPIRE INFORMED DIALOGUE AND FOSTER GREATER AWARENESS OF THE ROLE DIPLOMACY PLAYS IN SHAPING A MORE PEACEFUL AND INTERCONNECTED WORLD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0274979
IRS990/ProgSrvcAccomActy3Grp/Desc0HISTORY OF US DIPLOMACY EXHIBIT: THE PROGRAM IS PART OF THE FSI/STATE DEPARTMENT INITIATIVE TO ENHANCE AWARENESS OF THE HISTORICAL CONTRIBUTIONS OF AMERICAN DIPLOMACY. THE GOAL IS TO CREATE AN UPDATED VERSION OF THE ORIGINAL 1996 ADST EXHIBIT, "A BRIEF HISTORY OF UNITED STATES DIPLOMACY," BY MODERNIZING AND REFRESHING ITS CONTENT. THE UPDATED EXHIBIT WILL BE AVAILABLE IN DIGITAL, POSTER, AND BOOKLET FORMATS FOR BROADER DISTRIBUTION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING (HEREINAFTER REFERRED TO AS "ADST- OR THE "ORGANIZATION") IS A 501(C)(3) NONPROFIT, NON- GOVERNMENTAL, NOT-FOR-PROFIT CORPORATION. THE ORGANIZATION SEEKS TO ENHANCE THE PROFESSIONAL KNOWLEDGE OF DIPLOMATIC PRACTITIONERS AND TO STRENGTHEN PUBLIC APPRECIATION OF DIPLOMACY'S CONTRIBUTIONS TO THE NATIONAL INTEREST. THE ORGANIZATION'S MISSION IS TO PRESERVE AND MAKE AVAILABLE FOR SCHOLARLY STUDY THE RECOLLECTIONS AND OBSERVATIONS OF FOREIGN AFFAIRS PERSONNEL, AND TO PROMOTE THE STUDY OF DIPLOMATIC HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORAL HISTORY: ADST RECORDS AND SHARES THE ORAL HISTORIES OF DIPLOMATIC PRACTITIONERS, FACILITATES THE PREPARATION AND PUBLICATION OF BOOKS AND MEMORIES DEALING WITH DIPLOMACY AND FOREIGN AFFAIRS, CONTRIBUTES TO DIPLOMATIC CASE STUDIES AND EDUCATIONAL MATERIALS AND SUPPORTS THE WORK OF THE FOREIGN SERVICE INSTITUTION. ADST IS COMMITTED TO STRENGTHENING PUBLIC APPRECIATION OF DIPLOMACY'S CONTRIBUTION TO AMERICA'S NATIONAL INTERESTS, AND ENRICHING THE PROFESSIONAL KNOWLEDGE OF DIPLOMATIC PRACTITIONERS. WE DO THIS BY: RECORDING THE ORAL HISTORIES OF DIPLOMATS, FAMILY MEMBERS, AND OTHERS, FACILITATING THE PREPARATION AND PUBLICATION OF BOOKS AND MEMOIRS, CONTRIBUTING TO DIPLOMATIC CASE STUDIES AND EDUCATIONAL MATERIALS, SUPPORTING THE WORK OF THE FOREIGN SERVICE INSTITUTE. THE PROGRAM'S MISSION IS TO CAPTURE, PRESERVE, AND SHARE THE EXPERIENCES OF AMERICA'S DIPLOMATS. ADST IS SUPPORTED BY FEES DERIVED FROM PERFORMANCE OF PROJECT WORK RELATING TO ITS' MISSION WHICH ARE FUNDED BY OTHER NON-PROFIT ORGANIZATIONS, BY GRANTS AND CONTRIBUTIONS FROM OTHER NON-PROFIT ORGANIZATIONS AND INDIVIDUALS WHO ARE LARGELY FORMER U.S. GOVERNMENT OFFICIALS WHO WERE INVOLVED IN THE FOREIGN POLICY PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTREACH AND ADVOCACY PROGRAM: THE OUTREACH AND ADVOCACY PROGRAM OF THE ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING (ADST) WORKS TO CONNECT THE BROADER PUBLIC WITH THE ESSENTIAL WORK OF THE USA DIPLOMACY AND INTERNATIONAL RELATIONS. BY ENGAGING WITH DIVERSE COMMUNITIES, STUDENTS, AND PROFESSIONALS, THE PROGRAM PROMOTES UNDERSTANDING OF DIPLOMATIC HISTORY, PRACTICE, AND THE IMPORTANCE OF GLOBAL COOPERATION, AS WELL AS SHARES AT FIRST HAND THE USA ROLE, INVOLVEMENT AND EXPERIENCES OUTLINED BY ITS FOREIGN SERVICES PERSONNEL. THROUGH MEETINGS AND LOBBYING, EVENTS, PUBLICATIONS, AND EDUCATIONAL INITIATIVES, ADST ADVOCATES FOR THE VALUE OF DIPLOMACY IN ADDRESSING GLOBAL CHALLENGES, WHILE ALSO SUPPORTING THE DEVELOPMENT OF FUTURE USA DIPLOMATS AND LEADERS. THE PROGRAM SEEKS TO INSPIRE INFORMED DIALOGUE AND FOSTER GREATER AWARENESS OF THE ROLE DIPLOMACY PLAYS IN SHAPING A MORE PEACEFUL AND INTERCONNECTED WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE ON GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUB-CONTRACTOR SERVICES 52,534 0 0 SUB-CONTRACTOR SERVICES 120,434 0 0 TOTAL 172,968 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.52$1.41$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.01$1.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.94$1.12$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.19$1.02$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$0.50$0.54$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.55$0.67$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.70$0.56$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.55$0.39$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.39$0.39$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.87$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.33$0.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.77$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.01$0.85$0.48