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THE ASSOCIATION FOR INSTITUTIONAL RESEARCH, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: THE ASSOCIATION FOR INSTITUTIONAL RESEARCH, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 26 Oct 2018 (7 years ago)
Last Event: AMENDMENT
Event Date Filed: 23 Jul 2020 (5 years ago)
Document Number: N18000011441
FEI/EIN Number 36-6149972

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2241 N Monroe, Tallahassee, FL, 32303, US
Mail Address: 2241 N Monroe, Tallahassee, FL, 32303, US
ZIP code: 32303
County: Leon
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of THE ASSOCIATION FOR INSTITUTIONAL RESEARCH, INC., CONNECTICUT 2745540 CONNECTICUT

Key Officers & Management

Name Role Address
Gagliardi Jonathan President 1563 Capital Circle SE, Tallahassee, FL, 32301
Pena Christopher Secretary 1563 Capital Cir SE, Tallahassee, FL, 32301
Vance Karen Treasurer 1563 Capital Circle SE, Tallahassee, FL, 32301
Drake Brent Vice President 2241 N Monroe, Tallahassee, FL, 32303
Keller Christine Exec 1563 Capital Circle SE, Tallahassee, FL, 32301
CORPORATION SERVICE COMPANY Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000117977 AIR EXPIRED 2018-11-01 2023-12-31 - 1983 CENTRE POINTE BLVD., #101, TALLAHASSEE, FL, 32308
G18000117978 ASSOCIATION FOR INSTITUTIONAL RESEARCH EXPIRED 2018-11-01 2023-12-31 - 1983 CENTRE POINTE BLVD., #101, TALLAHASSEE, FL, 32308

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-20 2241 N Monroe, St #1413, Tallahassee, FL 32303 -
CHANGE OF MAILING ADDRESS 2023-04-20 2241 N Monroe, St #1413, Tallahassee, FL 32303 -
AMENDMENT 2020-07-23 - -
REGISTERED AGENT ADDRESS CHANGED 2020-04-28 1201 HAYS STREET, TALLAHASSEE, FL 32301 -
REGISTERED AGENT NAME CHANGED 2019-08-28 CORPORATION SERVICE COMPANY -

Documents

Name Date
ANNUAL REPORT 2024-03-08
AMENDED ANNUAL REPORT 2023-08-11
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-04-23
ANNUAL REPORT 2021-04-26
Amendment 2020-07-23
ANNUAL REPORT 2020-04-28
Reg. Agent Change 2019-08-28
ANNUAL REPORT 2019-01-09
Domestic Non-Profit 2002-10-26

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
36-6149972 Corporation Unconditional Exemption 2241 N MONROE ST 1413, TALLAHASSEE, FL, 32303-4731 1967-05
In Care of Name % DIRECTOR OF FINANCE
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 4865626
Income Amount 6824690
Form 990 Revenue Amount 4335361
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name ASSOCIATION FOR INSTITUTIONAL RESEARCH
EIN 36-6149972
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2784997201 2020-04-16 0491 PPP 1983 Centre Pointe Blvd, Tallahassee, FL, 32308-7822
Loan Status Date 2020-12-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 351400
Loan Approval Amount (current) 457800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tallahassee, LEON, FL, 32308-7822
Project Congressional District FL-02
Number of Employees 29
NAICS code 813920
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 460157.98
Forgiveness Paid Date 2020-11-03
7330218304 2021-01-28 0491 PPS 1435 Piedmont Dr E Ste 211, Tallahassee, FL, 32308-7938
Loan Status Date 2021-11-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 464552
Loan Approval Amount (current) 464552
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tallahassee, LEON, FL, 32308-7938
Project Congressional District FL-02
Number of Employees 20
NAICS code 813920
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 467810.23
Forgiveness Paid Date 2021-10-19

Date of last update: 01 Apr 2025

Sources: Florida Department of State