Civic Intelligence

The Association of Higher Education Facilities Officers

EIN 85-0211201 • 501(c)3 • Alexandria, VA

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Profile

The association was formed to develop and maintain high standards for physical plants/facility organizations utilized by educational institutions and to promote professional ideals and standards to better serve the objectives of the educational enterprise

1520 Belle View Blvd 5630Alexandria, VA 22307

www.appa.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.62x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.42x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

99th percentile

$766,712

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

8th percentile

-26%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

6.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$3,250,487

Down $1,116,451 (-26%) from 2024

Liabilities

Down

$2,030,235

Down $930,611 (-31%) from 2024

Net Assets

Down

$1,220,252

Down $185,840 (-13%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin30th percentile

Revenue

Up

$4,786,685

Up $282,975 (+6.3%) from 2024

Expenses

Up

$4,972,525

Up $196,964 (+4.1%) from 2024

Net Income

Up

-$185,840

Up $86,011 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,546,433Liabilities 2011: $1,719,850Net Assets 2011: $1,826,5832011Assets 2012: $3,814,229Liabilities 2012: $1,920,654Net Assets 2012: $1,893,5752012Assets 2013: $3,646,430Liabilities 2013: $1,678,570Net Assets 2013: $1,967,8602013Assets 2014: $4,202,719Liabilities 2014: $1,889,692Net Assets 2014: $2,313,0272014Assets 2015: $4,491,571Liabilities 2015: $2,111,808Net Assets 2015: $2,379,7632015Assets 2016: $4,526,778Liabilities 2016: $2,113,715Net Assets 2016: $2,413,0632016Assets 2017: $4,578,703Liabilities 2017: $2,182,562Net Assets 2017: $2,396,1412017Assets 2018: $5,162,738Liabilities 2018: $3,286,930Net Assets 2018: $1,875,8082018Assets 2019: $5,581,035Liabilities 2019: $3,426,644Net Assets 2019: $2,154,3912019Assets 2020: $4,396,942Liabilities 2020: $3,187,561Net Assets 2020: $1,209,3812020Assets 2021: $4,320,293Liabilities 2021: $2,634,966Net Assets 2021: $1,685,3272021Assets 2022: $4,452,215Liabilities 2022: $2,680,253Net Assets 2022: $1,771,9622022Assets 2023: $3,516,414Liabilities 2023: $1,838,471Net Assets 2023: $1,677,9432023Assets 2024: $4,366,938Liabilities 2024: $2,960,846Net Assets 2024: $1,406,0922024Assets 2025: $3,250,487Liabilities 2025: $2,030,235Net Assets 2025: $1,220,2522025

Highlighted filing

2025

Assets$3,250,487
Liabilities$2,030,235
Net Assets$1,220,252
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,308,2332011Expenses 2012: $4,512,2582012Expenses 2013: $4,465,6322013Revenue 2014: $5,051,417Expenses 2014: $4,791,050Net Income 2014: $260,3672014Revenue 2015: $5,213,758Expenses 2015: $5,147,022Net Income 2015: $66,7362015Revenue 2016: $5,624,718Expenses 2016: $5,591,418Net Income 2016: $33,3002016Revenue 2017: $5,538,397Expenses 2017: $5,555,319Net Income 2017: -$16,9222017Revenue 2018: $5,839,851Expenses 2018: $6,360,184Net Income 2018: -$520,3332018Revenue 2019: $6,286,553Expenses 2019: $6,007,970Net Income 2019: $278,5832019Revenue 2020: $6,218,611Expenses 2020: $7,163,621Net Income 2020: -$945,0102020Revenue 2021: $3,422,524Expenses 2021: $2,946,578Net Income 2021: $475,9462021Revenue 2022: $3,579,060Expenses 2022: $3,492,425Net Income 2022: $86,6352022Revenue 2023: $4,759,430Expenses 2023: $4,853,449Net Income 2023: -$94,0192023Revenue 2024: $4,503,710Expenses 2024: $4,775,561Net Income 2024: -$271,8512024Revenue 2025: $4,786,685Expenses 2025: $4,972,525Net Income 2025: -$185,8402025

Highlighted filing

2025

Revenue$4,786,685
Expenses$4,972,525
Net Income-$185,840
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
$3,250,487
Liabilities
$2,030,235
Net assets
$1,220,252
Revenue
$4,786,685
Expenses
$4,972,525
Net income
-$185,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$2.03$1.22$4.79$4.97$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$2.96$1.41$4.50$4.78$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$1.84$1.68$4.76$4.85$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$2.68$1.77$3.58$3.49$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$2.63$1.69$3.42$2.95$0.48
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$3.19$1.21$6.22$7.16$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$3.43$2.15$6.29$6.01$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$3.29$1.88$5.84$6.36$0.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$2.18$2.40$5.54$5.56$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.53$2.11$2.41$5.62$5.59$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.49$2.11$2.38$5.21$5.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.20$1.89$2.31$5.05$4.79$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$1.68$1.97$4.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$1.92$1.89$4.51
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$1.72$1.83$4.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 22, 2026
Return Version
2024v5.5
Gross Receipts
$4,855,117
Mission and Program Overview

Mission

The association was formed to develop and maintain high standards for physical plants/facility organizations utilized by educational institutions and to promote professional ideals and standards to better serve the objectives of the educational enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,275,953$1,438,007▲ $162,054
Land, Buildings, and Equipment, Net$718,035$640,615▼ $77,420
Cash and Non-Interest-Bearing Accounts$1,088,386$562,176▼ $526,210
Investments Other Securities$525,323--
Accounts Receivable$361,690$295,673▼ $66,017
Prepaid Expenses and Deferred Charges$314,989$293,702▼ $21,287
Intangible Assets$52,983$12,018▼ $40,965
Inventories for Sale or Use$29,579$8,296▼ $21,283
Total Assets$4,366,938$3,250,487▼ $1,116,451
Liabilities
Deferred Revenue$1,499,256$1,496,894▼ $2,362
Other Liabilities$1,038,834$379,429▼ $659,405
Accounts Payable and Accrued Expenses$422,756$153,912▼ $268,844
Total Liabilities$2,960,846$2,030,235▼ $930,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,395,759$1,209,919▼ $185,840
Net Assets With Donor Restrictions$10,333$10,333→ $0
Total Net Assets Fund Balance$1,406,092$1,220,252▼ $185,840
Total Liabilities and Net Assets / Fund Balance$4,366,938$3,250,487▼ $1,116,451

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$388,230$711,741$1,099,971
Equipment$62,555$413,623$476,178
Land$189,830-$189,830

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$10,333---$10,333
2023$10,085-▲ $248-$10,333
2022$10,085---$10,085
2021$10,085---$10,085
2020$10,085---$10,085
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Lander MedlinFormer President & CEO (until 12/23)FT$182,263$584,449$766,712
Robin R Holly-juddDirector of AdministrationFT$209,171$40,290$249,461
Suzanne HealyDirector Professional DevelopmentFT$162,279$35,356$197,635
Christina HillsDirector of Credentialing & BenFT$154,670$27,965$182,635
David MccabeDirector of EventsFT$134,634$13,577$148,211
Lalit AgarwalPresident & CEOFT$116,384$12,268$128,652

Board Members and Trustees

NameTitle
Dave IrvinChair
Bobby AldrichVice Chair (as of 9/24)
Margaret TennessenVice Chair (thru 9/24)
Anita DosikAsst Director of Publication
Matthew RomCappa Regional Director (as of 9/24)
Angela MeyerCappa Regional Director (thru 9/24)
Jessica AbbottErappa Regional Director
Brandon BaswellMappa Regional Director (as of 9/24)
Steve GilsdorfMappa Regional Director (thru 9/24)
Eric JohnsonPcappa Regional Director
Luis RochaRma Regional Director
Dan WhatleySrappa Regional Director (as of 9/24)
David SmithSrappa Regional Director (thru 9/24)
Jim HundrieserAt-large Member
Crystal SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Show Imaging OrlandoAv Services1125 JOSHUA WAY, Vista, CA 92081$222,345
Charles FarnsworthConsulting Services150 WINWARD DR, Ospry, FL 34229$115,081
Opus Search PartnersPresident/ceo National Search1700 SANSOM STREET, Philadelphia, PA 19103$112,836
Revenue and Support

Revenue Composition

Contributions and Grants
$39,446
Program Service Revenue
$4,099,791
Investment Income
$41,116
Other Revenue
$606,332
All Other Contributions
$39,446
Change in Net Assets
$-185,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,705,117
Revenue Not Reported on Financial Statements
$81,568
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$81,568
Total Revenue per Audited Statements
$4,705,117
Total Revenue per Form 990
$4,786,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,231,549
Salaries, Compensation, and Employee Benefits$1,740,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$826,531$195,816-$1,022,347
Conferences and Meetings$817,884$12,583-$830,467
Other Salaries and Wages$717,739--$717,739
Comp Disqual Persons$161,009$405,247-$566,256
Travel$312,061$105,985-$418,046
Office Expenses$267,944$33,465-$301,409
Other Employee Benefits$118,141$38,444-$156,585
Depreciation Depletion$109,024$24,444-$133,468
Current Officers, Directors, Trustees, and Key Employees$27,017$101,635-$128,652
Advertising$128,150$112-$128,262
Occupancy$1,871$112,682-$114,553
Payroll Taxes$70,013$35,621-$105,634
Pension Plan Contributions$52,105$14,005-$66,110
Fees for Services Accounting-$56,513-$56,513
Insurance$9,354$23,540-$32,894
Fees for Services Legal-$20,990-$20,990
Information Technology$4,946$15,224-$20,170
Other Expenses$3,320$4,022-$7,342
Total Functional Expenses$3,763,789$1,208,736$0$4,972,525

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,972,525
Total Expenses per Form 990$4,972,525
Total Expenses per Audited Statements$4,890,957
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-81,568
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
Due From Certification$283,010
Dues Collected for Regions$96,419
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is made up of the board chair, the board vice-chair and the trasurer.”

Form 990, Part VI, Section A, Line 6

“The organization has three categories of voting members - educational institutional members, affiliate members and international members. Educational institution members must have an independent facilities management organization, or must maintain control over the position of a principal administrator in direct charge of the facilities management organization for such institution. Affiliate members of the association shall also consist of organizations that are not a for-profit organization that would be eligible as a business partner, such as non-profit institutions including government or quasi-government agencies, or the professional individuals employed by the same, engaged in work related to facilities management and having an interest in the purpose and activities of the association. International membership shall consist of institutions of higher education or systems as defined under educational institution members whose institutions are located elsewhere than the united states of america, canada, and mexico.”

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

“The officers of the association shall be elected from the regular and affiliate members of the association by a majority of affirmative votes cast. Members within each region will also vote for two regional representatives per region to be part of the board of directors.”

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

“Each regular member of the association shall be entitled to one vote at meetings of the regular membership or by mail ballot.”

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

“The president & ceo reviews the form 990 prior to submitting. The outsourced accountant reviews the form 990 prior to submitting”

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

“Appa administrative policies and procedures describe the policy: this policy defines requirements for officers, employees, and immediate family members. All officers and employees should avoid any conflict of interest policy. President & ceo monitors the conflict of interests with continuous conversations with the board. In the event that a conflict of interest arises it must be disclosed, president & ceo will handle it with that board member.”

Form 990, Part VI, Section B, Line 15A

“The chair, vice chair and treasurer review performances and make decisions for the compensation of the president & ceo. In all cases, the organization uses comparability data and contemporaneously documents the process. The most recent process was performed in 2024.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available through membership journal and upon request.”

Filing and Contact Details

Filer

Filer Name
The Association of Higher Education
EIN
85-0211201
Phone
7036841446
Address
1520 BELLE VIEW BLVD 5630, ALEXANDRIA, VA 22307
Doing Business As
Appa Leadership in Educational Facilities

Signing Officer

Name
Lalit Agarwal
Title
President & CEO
Phone
7036841446
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lalit Agarwal
Formed
1914
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
12
Volunteers
34

Preparer

Firm
Cliftonlarsonallen Llp
Address
950 NORTH GLEBE ROAD SUITE 1200, ARLINGTON, VA 22203
Preparer
Robert Williams
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees: program service expenses 826,531. Management and general expenses 195,816. Fundraising expenses 0. Total expenses 1,022,347.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are for the purpose of providing scholarships.”

PART X, LINE 2:

“The association is exempt from the payment of income taxes on its exempt activities under section 501(c)(3) of the internal revenue code (irc), and has been classified by the internal revenue services as other than a private foundation. The association evaluated its tax positions and determined that its positions are more likely than not to be sustained on examination. No provision for income tax is required for 2025 or 2024.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -68,432. Reimbursed payroll 150,000.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 68,432. Reimbursed payroll -150,000.”

Raw XML AppendixShowing 400 of 730 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0422756
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0153912
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ASSOCIATION WAS FORMED TO DEVELOP AND MAINTAIN HIGH STANDARDS FOR PHYSICAL PLANTS/FACILITY ORGANIZATIONS UTILIZED BY EDUCATIONAL INSTITUTIONS AND TO PROMOTE PROFESSIONAL IDEALS AND STANDARDS TO BETTER SERVE THE OBJECTIVES OF THE EDUCATIONAL ENTERPRISE.
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