WATER RESEARCH FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WATER RESEARCH FOUNDATION (EIN 13-6211384)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-17
- IRS object ID
- 202431999349301608
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-17T16:33:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136211384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WATER RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 3033476113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 W QUINCY AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GREVATT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3033476113 | PhoneNum |
| Signature | 2024-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | GREVATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2024-07-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER GREVATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 W QUINCY AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,570,375 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WATERRF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING THE SCIENCE OF WATER TO IMPROVE THE QUALITY OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,456,642 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,965,121 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,630,994 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,351,038 | CYProgramServiceRevenueAmt |
| PY Investment Income | $390,898 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,047,734 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,007 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,487,541 | PYTotalRevenueAmt |
| CY Total Revenue | $23,363,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,170,460 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,590,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $486,358 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,322,859 | PYOtherExpensesAmt |
| CY Other Expenses | $11,384,546 | CYOtherExpensesAmt |
| PY Total Expenses | $18,593,319 | PYTotalExpensesAmt |
| CY Total Expenses | $19,075,153 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,894,222 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,288,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,587,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,199,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,634,172 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,275,616 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,953,578 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,923,622 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE WATER RESEARCH FOUNDATION (WRF) IS A DEFINITIVE RESEARCH ORGANIZATION TO ADVANCE THE SCIENCE OF ALL THINGS WATER TO BETTER MEET THE EVOLVING NEEDS OF ITS SUBSCRIBERS AND THE WATER SECTOR. TO ENGAGE EXCLUSIVELY IN NONPROFIT, CHARITABLE AND EDUCATIONAL ACTIVITIES DESIGNED TO INITIATE, SUPERVISE, COORDINATE, PROMOTE, AND FINANCE RESEARCH IN THE TECHNOLOGY, OPERATION, AND MANAGEMENT OF WATER, WASTEWATER, REUSE AND STORMWATER COLLECTION, TREATMENT, AND SUPPLY SYSTEMS, TOWARD ENSURING WATER QUALITY AND IMPROVING WATER SERVICE TO THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,010,051 | ExpenseAmt |
| Revenue | $4,351,038 | RevenueAmt |
| Desc | RESEARCH PROGRAMS: WRF COORDINATES MULTIPLE RESEARCH PROGRAMS TO COLLECTIVELY ADDRESS WATER-RELATED ISSUES OF SUBSCRIBERS AND THE WATER SECTOR AS A WHOLE. THE RESEARCH PROGRAMS ARE THE RESEARCH PRIORITY PROGRAM, THE TAILORED COLLABORATION PROGRAM, EMERGING OPPORTUNITIES PROGRAM, UNSOLICITED RESEARCH PROGRAM AND FACILITATED RESEARCH PROGRAM. THESE PROGRAMS INCLUDE THE COST OF PROJECTS FUNDED FOR RESEARCH TO BE CONDUCTED BY OTHER ORGANIZATIONS AND OTHER INTERNAL EXPENSES DIRECTLY RELATED TO THESE PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,417,652 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | RESEARCH MANAGEMENT: THE PLANNING, ADMINISTRATION, AND MONITORING OF THE RESEARCH PROGRAMS SPONSORED BY WRF ARE THE RESPONSIBILITY OF THE RESEARCH MANAGERS. SPECIFIC TASKS INCLUDE ADMINISTRATION OF WRF'S RESEARCH ADVISORY COUNCIL AND TECHNICAL ADVISORY COMMITTEES FOR EACH PROGRAM AND TOPIC AREA; RESEARCH PLANNING; CONTRACTOR MONITORING AND OVERSIGHT; RESEARCH DELIVERABLE AND PRODUCT REVIEW; REQUEST FOR PROPOSALS PREPARATION; PROJECT ADVISORY COMMITTEE SELECTION AND ADMINISTRATION; AND PROPOSAL REVIEW AND SELECTION. PROJECT MANAGEMENT, KNOWLEDGEMENT MANAGEMENT AND RESEARCH PLANNING SERVE AS WRF'S PRIMARY LINK WITH THE WATER RESEARCH AND VOLUNTEER COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,508,569 | ExpenseAmt |
| Desc | COMMUNICATIONS & MARKETING: WRF'S COMMUNICATIONS AND MARKETING EFFORTS CONSIST OF PUBLISHING INFORMATION AND RESOURCES DERIVED FROM WRF-SPONSORED RESEARCH TO ENSURE THAT THE RESULTS AND APPLICATION OF RESEARCH ARE EFFECTIVELY TRANSFERRED TO SUBSCRIBERS AND OTHER STAKEHOLDERS. THESE EFFORTS INCLUDE THE DEVELOPMENT, DISTRIBUTION AND PROMOTION OF RESEARCH REPORTS AND OTHER PROJECT RESOURCES, PRINTED MATERIALS AND E-PERIODICALS, WEBCASTS, WORKSHOPS, THE WEBSITE AND SOCIAL MEDIA. COMMUNICATIONS AND MARKETING ALSO OVERSEE ALL PUBLIC RELATIONS AND MARKETING ACTIVITIES AND COLLATERAL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,460,174 | ExpenseAmt |
| Desc | SUBSCRIBER SERVICES - THE ADMINISTRATION OF WRF'S MAJOR FUNDING EFFORT, THE RESEARCH SUBSCRIPTION PROGRAM, IS COORDINATED BY SUBSCRIBER SERVICES STAFF. ACTIVITIES INCLUDE: PLANNING & IMPLEMENTATION OF A RECRUITMENT & RETENTION PROGRAM; HIGHLIGHTING WRF'S VALUE PROPOSITIONAND COORDINATING SUBSCRIBER COMMUNICATIONS. REGIONAL LIAISONS ARE RESPONSIBLE FOR PROVIDING PERSONALIZED SERVICES TO SUBSCRIBERS. MAJOR ACTIVITIES INCLUDE ANNUAL VISITS/BRIEFINGS, SERVING AS PRIMARY STAFF CONTACT, PROMOTING GREATER INVOLVEMENT IN WRF PROGRAMS AND ENSURING SUBSCRIBERS' NEED ARE EXPEDITIOUSLY MET. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,460,174 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $14,396,446 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER ROCKVAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3033473555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 W QUINCY AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAUL RUSH | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN ENTSMINGER | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KYLE DREYFUSS-WELLS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD CHAN | ||||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTY ADAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA AMPARANO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TAD BOHANNON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA BRIEFER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKITA BROWNING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA CHENG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AL CHO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICKEY CONWAY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOU DI GIRONIMO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZEYNEP ERDAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE FORREST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GADIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY HAYMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA CHARLES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN STEGLITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX MARGEVICIUS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL NORTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PERKOVICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL PORTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNDSEY RECHTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLEY STINSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD SWINGLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANE CHAPMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL JONES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE TANIGUCHI-DENNIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DOLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON FREEDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER GREVATT | ||||||||
| CEO/SECRETARY | 40.00 | Yes (X) | $424,130 | $0 | $31,708 | |||
| TANIA HASKINS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $267,985 | $0 | $33,724 | |||
| JOHN ALBERT | ||||||||
| CHIEF RESEARCH OFFICER | 40.00 | $231,638 | $0 | $46,565 | Yes (X) | |||
| BRENLEY MCKENNA | ||||||||
| CHIEF OF SUBSCRIBER SERVICES | 40.00 | $171,446 | $0 | $24,954 | Yes (X) | |||
| ALLEXIS VEAN | ||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $178,408 | $0 | $34,572 | Yes (X) | |||
| JEFFREY MOELLER | ||||||||
| UNIT LEADER | 40.00 | $157,244 | $0 | $30,607 | Yes (X) | |||
| KENAN OZEKIN | ||||||||
| UNIT LEADER | 40.00 | $153,297 | $0 | $32,280 | Yes (X) | |||
| JULIE MINTON | ||||||||
| UNIT LEADER | 40.00 | $151,516 | $0 | $14,911 | Yes (X) | |||
| FRANK BLAHA | ||||||||
| REGIONAL LIASON | 40.00 | $133,802 | $0 | $31,278 | Yes (X) | |||
| ALICE FULMER | ||||||||
| REGIONAL LIASON | 40.00 | $130,859 | $0 | $39,518 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,000,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $320,117 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNWELL ENGINEERING GROUP | |||||
| 712 GUM ROCK COURT | NEWPORT NEWS | VA | 23606 | PROJECT RESEARCH | $492,428 |
| HAZEN AND SAWYER PC | |||||
| 498 SEVENTH AVE 11TH FLOOR | NEW YORK | NY | 10018 | PROJECT RESEARCH | $468,983 |
| CAROLLO ENGINEERS INC | |||||
| PO BOX 30835 | SALT LAKE CITY | UT | 84130 | PROJECT RESEARCH | $433,101 |
| BROWN AND CALDWELL | |||||
| 1527 COLE BLVD 300 | LAKEWOOD | CO | 80401 | PROJECT RESEARCH | $404,023 |
| JACOBS ENGINEERING | |||||
| 2600 MICHELSON DR | IRVINE | CA | 92612 | PROJECT RESEARCH | $402,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $16,884,532 | GovernmentGrantsAmt |
| All Other Contributions | $1,080,589 | AllOtherContributionsAmt |
| Total Contributions | $17,965,121 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT CO-FUNDING | Desc |
| Business | 221000 | BusinessCd |
| Total Revenue Column | $4,351,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,351,038 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,351,038 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,035,543 | TotalRevenueColumnAmt |
| Exclusion | $1,035,543 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,218,673 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,206,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,191 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,191 | TotalRevenueColumnAmt |
| Exclusion | $12,191 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,363,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,351,038 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,047,734 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445,689 | TotalAmt |
| Management And General | $1,445,689 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,885,013 | TotalAmt |
| Program Services | $2,884,367 | ProgramServicesAmt |
| Management And General | $811,784 | ManagementAndGeneralAmt |
| Fundraising | $188,862 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,517 | TotalAmt |
| Program Services | $316,842 | ProgramServicesAmt |
| Management And General | $167,328 | ManagementAndGeneralAmt |
| Fundraising | $21,347 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,176 | TotalAmt |
| Program Services | $838,726 | ProgramServicesAmt |
| Management And General | $442,941 | ManagementAndGeneralAmt |
| Fundraising | $56,509 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,212 | TotalAmt |
| Program Services | $260,869 | ProgramServicesAmt |
| Management And General | $137,767 | ManagementAndGeneralAmt |
| Fundraising | $17,576 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,750 | TotalAmt |
| Management And General | $14,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,540,929 | TotalAmt |
| Program Services | $959,165 | ProgramServicesAmt |
| Management And General | $545,738 | ManagementAndGeneralAmt |
| Fundraising | $36,026 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,900 | TotalAmt |
| Program Services | $9,576 | ProgramServicesAmt |
| Management And General | $6,691 | ManagementAndGeneralAmt |
| Fundraising | $633 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,425 | TotalAmt |
| Program Services | $74,465 | ProgramServicesAmt |
| Management And General | $52,038 | ManagementAndGeneralAmt |
| Fundraising | $4,922 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,221 | TotalAmt |
| Program Services | $382,011 | ProgramServicesAmt |
| Management And General | $266,958 | ManagementAndGeneralAmt |
| Fundraising | $25,252 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,540 | TotalAmt |
| Program Services | $653,323 | ProgramServicesAmt |
| Management And General | $141,082 | ManagementAndGeneralAmt |
| Fundraising | $120,135 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,890 | TotalAmt |
| Program Services | $45,266 | ProgramServicesAmt |
| Management And General | $31,632 | ManagementAndGeneralAmt |
| Fundraising | $2,992 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,929 | TotalAmt |
| Program Services | $61,718 | ProgramServicesAmt |
| Management And General | $43,131 | ManagementAndGeneralAmt |
| Fundraising | $4,080 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH CONTRACTS | $7,672,232 | $7,672,232 | ||
| PUBLICATIONS/PRINTING | $165,055 | $100,674 | $58,817 | $5,564 |
| STAFF TRAINING | $30,250 | $17,140 | $11,977 | $1,133 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,425 | TotalAmt |
| Program Services | $20,072 | ProgramServicesAmt |
| Management And General | $14,026 | ManagementAndGeneralAmt |
| Fundraising | $1,327 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,075,153 | TotalAmt |
| Program Services | $14,396,446 | ProgramServicesAmt |
| Management And General | $4,192,349 | ManagementAndGeneralAmt |
| Fundraising | $486,358 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,242,944 | BOYAmt |
| EOY | $9,445,478 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,751 | BOYAmt |
| EOY | $292,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571,478 | BOYAmt |
| EOY | $2,543,564 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,169 | BOYAmt |
| EOY | $424,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,138,744 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,066,692 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,942 | BOYAmt |
| EOY | $72,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,788 | BOYAmt |
| EOY | $2,582,426 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,991,421 | BOYAmt |
| EOY | $34,621,260 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,749,257 | BOYAmt |
| EOY | $3,217,620 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,587,750 | BOYAmt |
| EOY | $53,199,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,223 | BOYAmt |
| EOY | $772,028 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,750,180 | BOYAmt |
| EOY | $5,042,927 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,769 | BOYAmt |
| EOY | $3,460,661 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,172 | BOYAmt |
| EOY | $9,275,616 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,818,113 | BOYAmt |
| EOY | $41,541,269 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,135,465 | BOYAmt |
| EOY | $2,382,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,953,578 | BOYAmt |
| EOY | $43,923,622 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,587,750 | BOYAmt |
| EOY | $53,199,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,288,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $681,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,149,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,406,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,456,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,965,121 | CurrentTaxYearAmt |
| Total | $97,601,278 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,149,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,406,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,456,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,965,121 | CurrentTaxYearAmt |
| Total | $97,601,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,130,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $96,470,560 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $347,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,035,544 | CurrentTaxYearAmt |
| Total | $2,407,631 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,258 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,007 | CurrentTaxYearMinus1YearAmt |
| Total | $268,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $100,277,538 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,969,817 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 151,258. 2020 AMOUNT: $ 2,018. 2021 AMOUNT: $ 106,346. 2022 AMOUNT: $ 9,007. 2023 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,292,788 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $389,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $2,582,426 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,970,424 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$577,636 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $2,292,788 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,722,254 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $346,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $2,970,424 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,552,394 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $267,860 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $2,722,254 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,432,308 | BeginningYearBalanceAmt |
| Contributions | $16,864 | ContributionsAmt |
| Investment Earnings Or Losses | $452,895 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $349,673 | OtherExpendituresAmt |
| End Year Balance | $2,552,394 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,666 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,244 | DepreciationAmt |
| Book Value | $32,719 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,023,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $983,782 | DepreciationAmt |
| Book Value | $39,333 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,052 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $19,510,401 | F |
| U.S. GOVERNMENT SECURITIES | $12,680,112 | F |
| CASH AND MONEY MARKET FUNDS | $2,430,747 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,621,260 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT OF USE ASSET | Desc |
| Book Value | $3,217,620 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,217,620 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $3,460,661 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,460,661 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,030,447 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $681,304 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $681,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,349,143 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,750 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,750 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,363,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,060,403 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,060,403 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,750 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,750 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,075,153 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S PERMANENTLY RESTRICTED ENDOWMENT WAS ESTABLISHED TO SUPPORT THE ANNUAL $100,000 PAUL L. BUSCH AWARD FOR INNOVATION IN APPLIED WATER QUALITY RESEARCH. THE CORPUS IS TO REMAIN IN PERPETUITY WHILE EARNINGS GENERATED FROM IT ARE TO BE USED TO FUND THE AWARD. THE BOARD OF DIRECTORS HAS ALSO DESIGNATED $250,000 OF NET ASSETS WITHOUT DONOR RESTRICTIONS AS A QUASI-ENDOWMENT FOR THE PURPOSE OF SUPPORTING THE ANNUAL AWARD. |
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE ENTITY'S FORM 990 AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2020. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | RESEARCH CONTRACTS | $20,175 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | RESEARCH CONTRACTS | $39,071 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | RESEARCH CONTRACTS | $130,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $189,612 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $189,612 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PAUL BUSCH RESEARCH GRANT | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVES ANNUAL PROGRESS REPORT UPDATES ON RESEARCH FROM GRANT RECIPIENTS TO ENSURE THE FUNDS ARE USED FOR THE INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER GREVATT | ||||||||||||||
| CEO/SECRETARY | $361,314 | $0 | $50,000 | $0 | $12,816 | $0 | $29,700 | $0 | $2,008 | $0 | $455,838 | $0 | $0 | $0 |
| TANIA HASKINS | ||||||||||||||
| CHIEF OPERATING OFFICER | $220,157 | $0 | $47,000 | $0 | $828 | $0 | $24,410 | $0 | $9,872 | $0 | $302,267 | $0 | $0 | $0 |
| JOHN ALBERT | ||||||||||||||
| CHIEF RESEARCH OFFICER | $199,098 | $0 | $32,000 | $0 | $540 | $0 | $19,611 | $0 | $26,954 | $0 | $278,203 | $0 | $0 | $0 |
| ALLEXIS VEAN | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $154,924 | $0 | $23,000 | $0 | $484 | $0 | $16,464 | $0 | $18,108 | $0 | $212,980 | $0 | $0 | $0 |
| BRENLEY MCKENNA | ||||||||||||||
| CHIEF OF SUBSCRIBER SERVICES | $157,123 | $0 | $14,000 | $0 | $323 | $0 | $15,640 | $0 | $9,314 | $0 | $196,400 | $0 | $0 | $0 |
| JEFFREY MOELLER | ||||||||||||||
| UNIT LEADER | $146,941 | $0 | $9,000 | $0 | $1,303 | $0 | $14,537 | $0 | $16,070 | $0 | $187,851 | $0 | $0 | $0 |
| KENAN OZEKIN | ||||||||||||||
| UNIT LEADER | $142,999 | $0 | $9,000 | $0 | $1,298 | $0 | $13,687 | $0 | $18,593 | $0 | $185,577 | $0 | $0 | $0 |
| ALICE FULMER | ||||||||||||||
| REGIONAL LIASON | $126,461 | $0 | $4,000 | $0 | $398 | $0 | $12,564 | $0 | $27,455 | $0 | $170,878 | $0 | $0 | $0 |
| JULIE MINTON | ||||||||||||||
| UNIT LEADER | $142,234 | $0 | $9,000 | $0 | $282 | $0 | $13,665 | $0 | $1,246 | $0 | $166,427 | $0 | $0 | $0 |
| FRANK BLAHA | ||||||||||||||
| REGIONAL LIASON | $128,052 | $0 | $4,000 | $0 | $1,750 | $0 | $12,686 | $0 | $19,178 | $0 | $165,666 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DISCRETIONARY BONUSES HAVE BEEN PAID TO MANAGEMENT BASED ON DECISIONS MADE BY THE CEO AND ARE NOT TIED TO SPECIFIC REVENUE METRICS. ANY CEO DISCRETIONARY BONUSES MADE TO THE CEO ARE DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF CHAIR, VICE-CHAIR, TREASURER AND A MEMBER-AT-LARGE. THE EXECUTIVE COMMITTEE ACTS AS THE ADMINISTRATIVE BODY OF WRF, EVALUATES THE PERFORMANCE OF THE CEO, PROVIDES OVERSIGHT TO CEO AND HAS AUTHORITY TO FUND PROJECTS UNDER THE EMERGING OPPORTUNITIES (EO PROGRAM UP TO $200,000 PER PROJECT. ANYTHING OVER $200,000 MUST BE APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY WRF'S ACCOUNTING STAFF AND FORWARDED TO CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR FURTHER REVIEW. ONCE THE 990 HAS BEEN APPROVED BY THE AUDIT COMMITTEE, THE FINAL VERSION OF THE RETURN IS EXPORTED TO A SITE TO WHICH THE BOARD OF DIRECTORS HAS ACCESS, ALONG WITH EMAIL CORRESPONDENCE STATING IT IS AVAILABLE. THIS IS DONE PRIOR TO FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WRF REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES CONFLICT OF INTEREST AT VARYING FREQUENCIES AND LEVELS OF MONITORING, DEPENDING ON THE RISK OF A POTENTIAL CONFLICT AND ITS LIKELY IMPACT ON WRF. WRF'S POLICY ADDRESSES CONFLICT OF INTEREST IN TERMS OF ITS STAFF, MANAGEMENT, BOARD OF DIRECTORS AND VOLUNTEER LEADERSHIP. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS, AS WRF REPRESENTATIVES, SUBMIT A SIGNED DISCLOSURE OF SIGNIFICANT INTERESTS FORM WHICH IDENTIFIES EXISTING OR POTENTIAL RELATIONSHIPS THAT MAY CAUSE A CONFLICT OF INTEREST WITH WRF ACTIVITY. PAID STAFF, ALSO DEEMED WRF REPRESENTATIVES, SUBMIT A CONFLICT OF INTEREST STATEMENT WHEN THEY ARE HIRED, AND SUBSEQUENTLY AT THE BEGINNING OF EACH YEAR THEREAFTER, ARE RESPONSIBLE TO IMMEDIATELY SELF-REPORT ANY KNOWN CONFLICT OF INTEREST WHENEVER SUCH CONFLICT ARISES. ANY DISCLOSURE IS FIRST ADJUDICATED BY WRF MANAGEMENT, PURSUANT TO GUIDELINES ESTABLISHED BY THE POLICY. MANAGEMENT WILL ELEVATE A DISCLOSED CONFLICT TO THE FOUNDATION'S AUDIT COMMITTEE FOR ITS OVERSIGHT, WHEN NECESSARY. THE AUDIT COMMITTEE PERFORMS THIS FUNCTION ON BEHALF OF THE BOARD OF DIRECTORS. WRF'S CONFLICT OF INTEREST SETS STRINGENT GUIDELINES FOR CONDUCT, CONFIDENTIALITY, DECISION-MAKING AND ACCEPTANCE OF GRATUITIES. DECISIONS OF THIS COMMITTEE MAY BE APPEALED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. VIOLATION OF THE PROVISION OF THIS POLICY IS CAUSE FOR REMOVAL FROM WRF ACTIVITIES. DIRECTORS SHALL INFORM THE FULL BOARD AT THE OUTSET OF THE DISCUSSION OF PROPOSALS FOR POTENTIAL FUNDING OF ANY INVOLVEMENT OF THEIR ORGANIZATION IN ANY OF THE PROPOSALS UNDER CONSIDERATION. FOR PROJECTS IN WHICH A DIRECTOR'S ORGANIZATION IS THE PRIMARY SUBMITTER ON A PROPOSAL, THE DIRECTOR MUST EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION OF THE PROPOSAL BY LEAVING THE ROOM. THE DIRECTOR IS INELIGIBLE TO VOTE ON THE PROPOSAL. DURING ITS NORMAL COURSE OF BUSINESS, WRF ALSO SEEKS INVOLVEMENT FROM SEVERAL VOLUNTEER COMMITTEES OR COUNCILS, COMPRISED PRIMARILY OF SUBSCRIBER PERSONNEL OR OTHER PROFESSIONALS WITH WATER-RELATED EXPERTISE. AS MONITORED BY A WRF REPRESENTATIVE, ALL COMMITTEE VOLUNTEERS ARE REQUIRED TO SELF-REPORT ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. REPORTED CONFLICTS SHALL THEN BE ASSESSED BY WRF'S REPRESENTATIVE AND/OR WRF MANAGEMENT, WHO SHALL BE RESPONSIBLE TO ENFORCE THE PROVISIONS OF WRF'S CONFLICT OF INTEREST POLICY PURSUANT TO THAT VOLUNTEER'S LEVEL OF INVOLVEMENT OF DECISION-MAKING IN HIS/HER RESPECTIVE COMMITTEE OR COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMMITTEE DELIBERATES AND REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ANNUALLY IN PRIVATE SESSIONS. AN INDEPENDENT COMPENSATION SURVEY OF CHIEF EXECUTIVE OFFICER'S COMPENSATION (SALARY AND BENEFITS) AND THE EXECUTIVE COMMITTEE MADE THEIR EVALUATION BASED ON THIS INFORMATION AND SUBMITTED THEIR DECISION TO THE FULL BOARD FOR THEIR ACTION. THE EXECUTIVE COMMITTEE ALSO LOOKS FOR SIGNIFICANT DEVIATIONS FROM A NORMAL SALARY RANGE, IF APPLICABLE. CURRENTLY THERE ARE NO SIGNIFICANT DEVIATIONS FROM THE NORMAL REPORTED SALARY RANGE FOR SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS. THIS PROCESS WAS LAST COMPLETED IN 2023. WRF SALARY AND COMPENSATION PLAN IS REVIEWED ANNUALLY TO ENSURE THAT KEY EMPLOYEES ARE FAIRLY COMPENSATED USING COMPARATIVE DATA RECEIVED FROM VARIOUS NATIONAL SURVEY SOURCES AND ALSO CONDUCTS BI-ANNUAL COMPENSATION BENCHMARKING STUDIES. A SALARY BUDGET IS PREPARED ON THESE RESULTS. COMPENSATION, FRINGE BENEFIT CALCULATIONS AND GRAPHS ARE SUBMITTED TO THE FINANCE COMMITTEE FOR EVALUATION AT THEIR MEETING EACH NOVEMBER. THE FINANCE COMMITTEE SUBMITS ITS RECOMMENDATION FOR APPROVAL TO THE FULL BOARD FOR ACTION AT THE DECEMBER BOARD MEETING. THE RECOMMENDATION OF THE FINANCE COMMITTEE IS DOCUMENTED IN THEIR MEETING MINUTES AND BOARD APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |