Civic Intelligence

Association for Public Policy Analysis & Management

EIN 52-2193861 • 501(c)3 • Washington, DC

View Organization Page

Profile

Appam is dedicated to improving public policy and management by fostering excellence in research, analysis and education.

1100 Vermont Avenue NW 650Washington, DC 20005

www.appam.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.35x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.45x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$308,379

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$3,164,999

Up $256,702 (+8.8%) from 2023

Liabilities

Down

$1,099,433

Down $42,998 (-3.8%) from 2023

Net Assets

Up

$2,065,566

Up $299,700 (+17%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin49th percentile

Revenue

Up

$2,451,327

Up $2,215 (+0.1%) from 2023

Expenses

Down

$2,355,869

Down $14,204 (-0.6%) from 2023

Net Income

Up

$95,458

Up $16,419 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $597,451Liabilities 2010: $104,345Net Assets 2010: $493,1062010Assets 2011: $1,026,320Liabilities 2011: $343,875Net Assets 2011: $682,4452011Assets 2012: $937,675Liabilities 2012: $157,784Net Assets 2012: $779,8912012Assets 2013: $1,151,982Liabilities 2013: $260,417Net Assets 2013: $891,5652013Assets 2014: $1,225,161Liabilities 2014: $259,656Net Assets 2014: $965,5052014Assets 2015: $1,552,324Liabilities 2015: $535,414Net Assets 2015: $1,016,9102015Assets 2016: $1,461,025Liabilities 2016: $361,748Net Assets 2016: $1,099,2772016Assets 2017: $1,646,695Liabilities 2017: $396,387Net Assets 2017: $1,250,3082017Assets 2018: $1,634,356Liabilities 2018: $295,869Net Assets 2018: $1,338,4872018Assets 2019: $1,815,928Liabilities 2019: $380,562Net Assets 2019: $1,435,3662019Assets 2020: $2,080,550Liabilities 2020: $352,087Net Assets 2020: $1,728,4632020Assets 2021: $2,224,867Liabilities 2021: $689,871Net Assets 2021: $1,534,9962021Assets 2022: $2,547,568Liabilities 2022: $1,042,783Net Assets 2022: $1,504,7852022Assets 2023: $2,908,297Liabilities 2023: $1,142,431Net Assets 2023: $1,765,8662023Assets 2024: $3,164,999Liabilities 2024: $1,099,433Net Assets 2024: $2,065,5662024

Highlighted filing

2024

Assets$3,164,999
Liabilities$1,099,433
Net Assets$2,065,566
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,069,0652010Expenses 2011: $878,1422011Expenses 2012: $1,055,6252012Revenue 2013: $1,165,732Expenses 2013: $1,168,852Net Income 2013: -$3,1202013Revenue 2014: $1,281,654Expenses 2014: $1,227,475Net Income 2014: $54,1792014Revenue 2015: $1,343,140Expenses 2015: $1,272,342Net Income 2015: $70,7982015Revenue 2016: $1,546,468Expenses 2016: $1,473,368Net Income 2016: $73,1002016Revenue 2017: $1,637,639Expenses 2017: $1,624,929Net Income 2017: $12,7102017Revenue 2018: $1,926,654Expenses 2018: $1,693,233Net Income 2018: $233,4212018Revenue 2019: $1,891,325Expenses 2019: $1,936,171Net Income 2019: -$44,8462019Revenue 2020: $1,431,068Expenses 2020: $1,235,733Net Income 2020: $195,3352020Revenue 2021: $997,718Expenses 2021: $1,329,494Net Income 2021: -$331,7762021Revenue 2022: $2,856,675Expenses 2022: $2,656,411Net Income 2022: $200,2642022Revenue 2023: $2,449,112Expenses 2023: $2,370,073Net Income 2023: $79,0392023Revenue 2024: $2,451,327Expenses 2024: $2,355,869Net Income 2024: $95,4582024

Highlighted filing

2024

Revenue$2,451,327
Expenses$2,355,869
Net Income$95,458
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,164,999
Liabilities
$1,099,433
Net assets
$2,065,566
Revenue
$2,451,327
Expenses
$2,355,869
Net income
$95,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$1.10$2.07$2.45$2.36$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.91$1.14$1.77$2.45$2.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.55$1.04$1.50$2.86$2.66$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.69$1.53$1.00$1.33$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.35$1.73$1.43$1.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.38$1.44$1.89$1.94$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.30$1.34$1.93$1.69$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.40$1.25$1.64$1.62$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.36$1.10$1.55$1.47$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.55$0.54$1.02$1.34$1.27$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.26$0.97$1.28$1.23$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.26$0.89$1.17$1.17$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.16$0.78$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.34$0.68$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.10$0.49$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$2,789,493
Mission and Program Overview

Mission

Appam is dedicated to imprioving public policy and management by fostering excellence in research, analysis, and education.

Appam is dedicated to improving public policy management by fostering excellence in research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,616,332$1,841,287▲ $224,955
Cash and Non-Interest-Bearing Accounts$732,921$838,060▲ $105,139
Accounts Receivable$159,170$180,911▲ $21,741
Prepaid Expenses and Deferred Charges$40,447$36,556▼ $3,891
Savings and Temporary Cash Investments$29,644$34,272▲ $4,628
Land, Buildings, and Equipment, Net$2,863$2,788▼ $75
Total Assets$2,908,297$3,164,999▲ $256,702
Other Assets Total$326,920$231,125▼ $95,795
Liabilities
Accounts Payable and Accrued Expenses$556,052$554,854▼ $1,198
Deferred Revenue$284,037$319,432▲ $35,395
Other Liabilities$302,342$225,147▼ $77,195
Total Liabilities$1,142,431$1,099,433▼ $42,998
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,765,866$2,065,566▲ $299,700
Total Net Assets Fund Balance$1,765,866$2,065,566▲ $299,700
Total Liabilities and Net Assets / Fund Balance$2,908,297$3,164,999▲ $256,702

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,788$44,722$47,510
Other Land Buildings$0$37,000$37,000
Other Assets Org$9,479--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tara SheehanExecutive DirectorFT$243,106$65,273$308,379
Samantha Oliver ThomasonDeputy Executive DirectorFT$132,152$16,917$149,069
Leslie OforiDirector of Programs & ConferencesFT$105,711$15,164$120,875

Board Members and Trustees

NameTitle
Mark LongChair of the Institutional Reps
Kitt CarpenterPast President
Donald MoynihanPresident
Ingrid EllenPresident-elect
Marcy YbarraVice President
Stephanie MoultonVice President
Aixa Cintron-velezPolicy Council Member
Amy Ellen SchwartzPolicy Council Member
Andrea HeadleyPolicy Council Member
Diana MccallumPolicy Council Member
Eric HendersonPolicy Council Member
Jason CoupetPolicy Council Member
Jillian BerkPolicy Council Member
Johanna LacoePolicy Council Member
Jonathan SchwabishPolicy Council Member
Karin MartinPolicy Council Member
Lashawn Richburg HayesPolicy Council Member
Lauren ToppenbergPolicy Council Member
Lindsey BullingerPolicy Council Member
Lisa GennetianPolicy Council Member
Maria FitzpatrickPolicy Council Member
Phillip ArmourPolicy Council Member
Sarah CordesPolicy Council Member
Sebastian Tello-trelloPolicy Council Member
Shazia MillerPolicy Council Member
Tj MccarthyPolicy Council Member
Jillian BerkSecretary
Liana FoxTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gaylord National ResortVenue Services201 WATERFRONT STREET, Oxon Hill, MD 20745$515,238
Revenue and Support

Revenue Composition

Contributions and Grants
$27,180
Program Service Revenue
$2,269,601
Investment Income
$26,230
Other Revenue
$128,316
All Other Contributions
$27,180
Change in Net Assets
$95,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,451,327
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$204,242
Total Revenue per Audited Statements
$2,655,569
Total Revenue per Form 990
$2,451,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,350,931
Salaries, Compensation, and Employee Benefits$1,000,886
Grants and Similar Amounts Paid$4,052
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$537,780$40,327-$578,107
Other Salaries and Wages$358,229$218,728-$576,957
Current Officers, Directors, Trustees, and Key Employees$185,028$123,351-$308,379
Fees for Services Other$199,711$34,318-$234,029
Occupancy-$107,133-$107,133
Fees for Services Accounting-$105,413-$105,413
Office Expenses$3,329$71,390-$74,719
Information Technology-$44,240-$44,240
Pension Plan Contributions$24,177$16,118-$40,295
Other Employee Benefits$23,774$15,849-$39,623
Payroll Taxes$11,526$24,106-$35,632
Travel$11,075$18,550-$29,625
Insurance$5,001$8,729-$13,730
Grants to Domestic Individuals$4,052--$4,052
Depreciation Depletion-$2,302-$2,302
Other Expenses$1,220$36,699-$1,220
Advertising-$1,000-$1,000
Total Functional Expenses$1,487,616$868,253$0$2,355,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,355,869
Total Expenses per Audited Statements$2,355,869
Total Expenses per Form 990$2,355,869
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Office Space Lease Liability, Net$225,147
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 6

“Appam has both individual and institutional members.”

Form 990, Part VI, Section A, Line 7A

“Individual members have a voice in appam's governance and can directly elect the policy council. The annual election is held each november. The general membership selects three members of the appam policy council. Members of the council often serve on the fall conference program committee. Participation in the council election is a substantive opportunity for members to determine activities of appam.”

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

“A draft of the form 990 is reviewed by the executive director, the president, and treasurer of the policy council in lieu of the full policy council.”

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

“Conflict of interest policies are completed and reviewed annually and when members join the policy council. For each interest disclosed to the appam president, the president will determine whether to: (a) take no action; (b) assure full disclosure to the policy council and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within appam; or (d) ask the person to resign from his or her position within appam or, if the person refuses to resign, become subject to possible removal in accordance with appam's formal removal procedures. Appam's executive director will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the appam president in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Part VI, Section B, Line 15

“The executive director's compensation is subject to an annual review by the executive committee. The most recent compensation review was conducted in december of 2024.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Association for Public Policy Analysis &
EIN
52-2193861
Phone
2024960130
Address
1100 VERMONT AVENUE NW 650, WASHINGTON, DC 20005

Signing Officer

Name
Tara Sheehan
Title
Executive Director
Phone
2024960130
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tara Sheehan
Formed
1999
Legal Domicile
Dc
Voting Board Members
28
Independent Board Members
28
Employees
8
Volunteers
100

Preparer

Firm
Han Group LLC
Address
1020 19TH STREET NW SUITE 800, WASHINGTON, DC 20036
Preparer
Jennifer S Han
Phone
2022937000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes to the oversight or selection process has been made during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The income tax positions taken by appam for any years open under the various statutes of limitations are that appam continues to be exempt from income taxes and that they have properly reported unrelated business income that is subject to income taxes. Appam believes that there are no tax positions taken or expected to be taken that would significantly increase unrecognized tax liabilities within 12 months of the reporting date. None of appam's federal or state income tax returns are currently under examination.”

Raw XML AppendixShowing 400 of 712 raw XML fields

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/Form990PartVIISectionAGrp/PersonNm29SAMANTHA OLIVER THOMASON
IRS990/Form990PartVIISectionAGrp/PersonNm30LESLIE OFORI
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR OF THE INSTITUTIONAL REPS
IRS990/Form990PartVIISectionAGrp/TitleTxt8POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27POLICY COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DEPUTY EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR OF PROGRAMS & CONFERENCES
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IRS990/MissionDesc0ASSOCIATION FOR PUBLIC POLICY ANALYSIS & MANAGEMENT (APPAM) IS DEDICATED TO IMPROVING PUBLIC POLICY MANAGEMENT BY FOSTERING EXCELLENCE IN RESEARCH, ANALYSIS AND EDUCATION.
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IRS990/OtherExpensesGrp/Desc0JPAM
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