INSTITUTE FOR HUMANE STUDIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR HUMANE STUDIES (EIN 94-1623852)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-02-27
- IRS object ID
- 202330589349300318
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-27T08:35:18-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941623852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for Humane Studies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Leff | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7039934880 | PhoneNum |
| Signature | 2023-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Leff | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2023-02-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary Leff | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,439,050 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theihs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,279,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,384,734 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,554 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,886 | PYInvestmentIncomeAmt |
| CY Investment Income | $63,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,849 | PYOtherRevenueAmt |
| CY Other Revenue | $305,496 | CYOtherRevenueAmt |
| PY Total Revenue | $17,706,428 | PYTotalRevenueAmt |
| CY Total Revenue | $20,882,389 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $405,354 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,616,923 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,884,759 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,970,473 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,705,298 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,219,522 | PYOtherExpensesAmt |
| CY Other Expenses | $6,480,406 | CYOtherExpensesAmt |
| PY Total Expenses | $16,509,635 | PYTotalExpensesAmt |
| CY Total Expenses | $17,067,802 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,196,793 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,814,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,952,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,221,469 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,700,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,557,376 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,252,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,664,093 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,918,329 | ExpenseAmt |
| Grant | $271,866 | GrantAmt |
| Revenue | $30,000 | RevenueAmt |
| Desc | Amplifying Research through Focus Areas: With a community of 5,000+ university-based scholars spanning a variety of fields and hundreds of institutions, IHS is supporting and connecting the brightest minds who are developing and advancing the ideas that support thriving and free societies in which all people have the opportunity to flourish. IHS will concentrate its activities and investments from 2022 to 2026 across seven focus areas by convening scholars through online and in-person programs and workshops and funding innovative research that advances our understanding of, and solutions to,complex social, economic, and collective action problems. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,570,342 | ExpenseAmt |
| Grant | $1,036,491 | GrantAmt |
| Revenue | $88,500 | RevenueAmt |
| Desc | Academic Talent-Development Programs: The Institute's academic talent-development programs work to develop talented graduate students who are interested in careers in academia. It accomplishes this through fellowships, grants, career development workshops, academic research seminars, and networking at academic conferences. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,260,983 | ExpenseAmt |
| Grant | $227,384 | GrantAmt |
| Revenue | $5,267 | RevenueAmt |
| Desc | Faculty Support Programs: The Institute's faculty-support programs work to help faculty who are engaged with ideas in the classical liberal intellectual tradition to improve the reach and effectiveness of their teaching, research, and campus activities. It accomplishes this through support for on-campus events, academic research seminars, discussion colloquia, workshops, grants, and networking at academic conferences. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,543,537 | $80 | $5,000 | Public Affairs: The public affairs program seeks to inform alumni, faculty, and supporters about the efforts of the Institute and support the development of a network of faculty, supporters, and nonprofit allies who share an interest in classical liberal ideas. |
| $1,520,995 | $66,014 | Scaling the IHS Digital Community: The Institute's digital platform and suite of resources empowers scholars and research communities in the IHS network with the knowledge and tools they need to grow their impact. This includes tailored recommendations for connection to scholars and researchers well beyond their own communities, along with tools to pursue those connections, including user-driven outreach, collaboration tools, programs, and funding to support collaboration. | |
| $859,039 | $15,078 | Academic Career Development and Placement: The Institute's academic career development programs provide resources, funding support, and connections to graduate students working within the liberal tradition. These programs help students across a variety of humane disciplines maximize their research productivity, prepare for the academic job market, and engage with established scholars in their fields to build their research networks. | |
| $198,654 | $10 | Student Education and Outreach Programs: The Institute's student educational programs work to inspire and educate a wide range of young people with ideas in the classical liberal intellectual tradition, encourage interested students to learn more, and identify and evaluate students who have the potential to make scholarly contributions to a free and open society. The Institute accomplishes this through intensive weekend and multi-day seminars, on-campus programs such as discussion colloquia and guest lectures co-sponsored with local faculty, and production and marketing of short educational videos. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,122,225 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $81,182 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,871,879 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 652 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 102 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | 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 | Gary Leff Treasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| James Arthur Pope | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tyler Cowen | ||||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Humphreys | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Beaulier | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chris Rufer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Coyne | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Zywicki | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Hooks | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ryan Stowers | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Virgil Storr | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Emily Chamlee-Wright | ||||||||
| President and CEO | 40.00 | Yes (X) | $464,300 | $0 | $29,193 | |||
| Gary Leff | ||||||||
| Chief Financial Officer | 10.00 | Yes (X) | $91,337 | $0 | $9,472 | |||
| Todd Hathaway | ||||||||
| Chief Operating Officer | 40.00 | Yes (X) | $260,000 | $0 | $23,493 | |||
| Courtney Derr | ||||||||
| Chief Operating Officer | 40.00 | Yes (X) | $204,139 | $0 | $29,348 | |||
| Kurt Kehl | ||||||||
| Managing Dir. Comm. and Marketing | 40.00 | $175,495 | $0 | $25,520 | Yes (X) | |||
| Kyle Hartz | ||||||||
| Managing Dir. of Info and Community Str | 40.00 | $168,131 | $0 | $23,648 | Yes (X) | |||
| Shane Courtland | ||||||||
| Managing Dir. of Academic Relations | 40.00 | $152,236 | $0 | $25,293 | Yes (X) | |||
| Christopher Grozev | ||||||||
| Director of Major and Planned Giving | 40.00 | $141,886 | $0 | $26,143 | Yes (X) | |||
| Amanda Brand | ||||||||
| Managing Director of HR | 40.00 | $156,158 | $0 | $8,864 | Yes (X) | |||
| Ronald Thevenot | ||||||||
| Former Executive Director (6/30/21) | 21.67 | $183,550 | $0 | $18,198 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,997,232 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Meredith & Associates | |||||
| 22780 Indian Creek Drive Suite 100 | Dulles | VA | 20166 | Direct mail marketing services | $166,336 |
| Carnegie Dartlet LLC | |||||
| 210 Littleton Road Ste 100 | Westford | MA | 01886 | Digital advertising | $112,421 |
| SalesforceCOM | |||||
| 415 Mission Street 3rd Floor | San Francisco | CA | 94105 | Cloud-based online software services | $105,530 |
| Resource Connection Inc | |||||
| 4800 Cox Rd Suite 100 | Glen Allen | VA | 23060 | Digital product consulting services | $105,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,384,734 | AllOtherContributionsAmt |
| Noncash Contributions | $201,273 | NoncashContributionsAmt |
| Total Contributions | $20,384,734 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational programs | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $128,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,767 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $128,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,918 | TotalRevenueColumnAmt |
| Exclusion | $74,918 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $305,015 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $305,015 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,015 | TotalRevenueColumnAmt |
| Exclusion | $305,015 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $545,135 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $539,713 | SecuritiesAmt |
| Other | $16,948 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,422 | SecuritiesAmt |
| Other | -$16,948 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,526 | TotalRevenueColumnAmt |
| Exclusion | -$11,526 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $481 | TotalRevenueColumnAmt |
| Exclusion | $481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $481 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,882,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $368,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,850 | TotalAmt |
| Program Services | $503,850 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,548 | TotalAmt |
| Program Services | $906,548 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,525 | TotalAmt |
| Program Services | $206,525 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,097 | TotalAmt |
| Program Services | $198,419 | ProgramServicesAmt |
| Management And General | $595,259 | ManagementAndGeneralAmt |
| Fundraising | $198,419 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,815,833 | TotalAmt |
| Program Services | $5,635,297 | ProgramServicesAmt |
| Management And General | $369,906 | ManagementAndGeneralAmt |
| Fundraising | $810,630 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,753 | TotalAmt |
| Program Services | $525,553 | ProgramServicesAmt |
| Management And General | $36,971 | ManagementAndGeneralAmt |
| Fundraising | $63,229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,790 | TotalAmt |
| Program Services | $406,575 | ProgramServicesAmt |
| Management And General | $61,211 | ManagementAndGeneralAmt |
| Fundraising | $69,004 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,632 | TotalAmt |
| Program Services | $3,902 | ProgramServicesAmt |
| Management And General | $459 | ManagementAndGeneralAmt |
| Fundraising | $12,271 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,344 | TotalAmt |
| Management And General | $18,344 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,590 | TotalAmt |
| Management And General | $10,590 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,396 | TotalAmt |
| Program Services | $2,245,128 | ProgramServicesAmt |
| Management And General | $50,510 | ManagementAndGeneralAmt |
| Fundraising | $149,758 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,350 | TotalAmt |
| Program Services | $267,350 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,209 | TotalAmt |
| Program Services | $239,071 | ProgramServicesAmt |
| Management And General | $33,449 | ManagementAndGeneralAmt |
| Fundraising | $190,689 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,326 | TotalAmt |
| Program Services | $362,083 | ProgramServicesAmt |
| Management And General | $109,428 | ManagementAndGeneralAmt |
| Fundraising | $38,815 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280,466 | TotalAmt |
| Program Services | $1,034,520 | ProgramServicesAmt |
| Management And General | $121,625 | ManagementAndGeneralAmt |
| Fundraising | $124,321 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,117 | TotalAmt |
| Program Services | $614,665 | ProgramServicesAmt |
| Management And General | $31,716 | ManagementAndGeneralAmt |
| Fundraising | $9,736 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,959 | TotalAmt |
| Program Services | $542,343 | ProgramServicesAmt |
| Management And General | $3,430 | ManagementAndGeneralAmt |
| Fundraising | $2,186 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,300 | TotalAmt |
| Program Services | $177,986 | ProgramServicesAmt |
| Management And General | $20,925 | ManagementAndGeneralAmt |
| Fundraising | $21,389 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,559 | TotalAmt |
| Management And General | $26,559 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| List rental | $14,603 | $14,603 | ||
| Property taxes | $2,555 | $248 | $2,064 | $243 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,067,802 | TotalAmt |
| Program Services | $13,871,879 | ProgramServicesAmt |
| Management And General | $1,490,625 | ManagementAndGeneralAmt |
| Fundraising | $1,705,298 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,533 | BOYAmt |
| EOY | $4,537,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,342,903 | BOYAmt |
| EOY | $11,527,313 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,801 | BOYAmt |
| EOY | $130,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,590 | BOYAmt |
| EOY | $863,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,233,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $810,033 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,398 | BOYAmt |
| EOY | $423,873 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,765,696 | BOYAmt |
| EOY | $1,393,588 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $45,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,952,921 | BOYAmt |
| EOY | $19,221,469 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,640 | BOYAmt |
| EOY | $507,773 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,464 | BOYAmt |
| EOY | $1,049,603 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,104 | BOYAmt |
| EOY | $1,557,376 | 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 | $13,053,998 | BOYAmt |
| EOY | $15,812,206 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,819 | BOYAmt |
| EOY | $1,851,887 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,252,817 | BOYAmt |
| EOY | $17,664,093 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,952,921 | BOYAmt |
| EOY | $19,221,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,814,587 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$403,311 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $18,303,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,657,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,646,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,279,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,384,734 | CurrentTaxYearAmt |
| Total | $95,270,985 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,303,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,657,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,646,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,279,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,384,734 | CurrentTaxYearAmt |
| Total | $95,270,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,538,079 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,732,906 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,933 | CurrentTaxYearAmt |
| Total | $1,563,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,834,756 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $697,290 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $118,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,423 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,409 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,646 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,242 | OtherExpendituresAmt |
| End Year Balance | $118,406 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,641 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $121,646 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,338 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $303 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $121,641 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00780 | 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 | $596,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $487,967 | DepreciationAmt |
| Book Value | $108,124 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $637,815 | OtherCostOrOtherBasisAmt |
| Depreciation | $322,066 | DepreciationAmt |
| Book Value | $315,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,873 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gift annuities | $131,955 |
| Deferred rent | $917,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,049,603 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,787,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$403,311 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $318,559 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$84,752 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,871,799 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,590 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,590 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,882,389 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,375,771 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $318,559 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $318,559 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,057,212 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,590 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,590 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,067,802 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. |
| Part X, Line 2: | Management evaluated the Institute's tax positions and concluded that the financial statements do not include any uncertain tax positions. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Program Services | Data Quality and Research Services | $1,900 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in the region | Educational programs | $35,050 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to recipients located in the region | Educational programs | $82,100 |
| Middle East and North Africa | 0 | 0 | Grants to recipients located in the region | Educational programs | $9,000 |
| North America | 0 | 0 | Grants to recipients located in the region | Educational programs | $52,875 |
| Russia and Neighboring States | 0 | 0 | Grants to recipients located in the region | Educational programs | $7,750 |
| South America | 0 | 0 | Grants to recipients located in the region | Educational programs | $11,750 |
| South Asia | 0 | 0 | Grants to recipients located in the region | Educational programs | $3,000 |
| Sub-Saharan Africa | 0 | 0 | Grants to recipients located in the region | Educational programs | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $203,425 | SubtotalSpentAmt |
| Continuation Spent | $5,000 | ContinuationSpentAmt |
| Total Spent | $208,425 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| North America | Student development/education grants | $17,875 | Wire/EFT/Check | $0 |
| Europe (Including Iceland & Greenland) | Student development/education grants | $15,000 | Wire/EFT/Check | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Student development/education grants | Russia and Neighboring States | 1 | $750 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | East Asia and the Pacific | 1 | $2,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | South America | 1 | $500 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | East Asia and the Pacific | 1 | $300 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | East Asia and the Pacific | 2 | $9,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | South America | 2 | $8,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | South Asia | 1 | $3,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Russia and Neighboring States | 1 | $7,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Middle East and North Africa | 1 | $3,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Sub-Saharan Africa | 1 | $5,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Europe (Including Iceland & Greenland) | 4 | $3,500 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | South America | 2 | $3,250 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Europe (Including Iceland & Greenland) | 2 | $6,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Europe (Including Iceland & Greenland) | 1 | $4,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Europe (Including Iceland & Greenland) | 11 | $32,750 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | North America | 7 | $31,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | Middle East and North Africa | 1 | $6,000 | Wire/EFT/Check | $0 | N/A | N/A |
| Student development/education grants | East Asia and the Pacific | 9 | $23,750 | Wire/EFT/Check | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. |
| Part I, line 3: | Foreign expenditures are tracked and accounted for using the accrual method. |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arizona State University Foundation | |||||||||||
| PO Box 2260 | Tempe | AZ | 85280 | 866051042 | 501(c)(3) | $15,100 | $0 | N/A | N/A | Student development/education grants | |
| Assumption University | |||||||||||
| 500 Salisbury Street | Worcester | MA | 01609 | 042105776 | 501(c)(3) | $24,500 | $0 | N/A | N/A | Student development/education grants | |
| Ave Maria University | |||||||||||
| 5050 Ave Maria Blvd | Ave Maria | FL | 34142 | 030482006 | 501(c)(3) | $20,000 | $0 | N/A | N/A | Student development/education grants | |
| Ball State University Foundation | |||||||||||
| 2800 W Bethel Avenue | Muncie | IN | 47304 | 356024566 | 501(c)(3) | $9,500 | $0 | N/A | N/A | Student development/education grants | |
| Case Western Reserve University | |||||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $9,000 | $0 | N/A | N/A | Student development/education grants | |
| Chapman University | |||||||||||
| One University Drive | Orange | CA | 92866 | 951643992 | 501(c)(3) | $17,500 | $0 | N/A | N/A | Student development/education grants | |
| George Mason University Foundation Inc | |||||||||||
| 4400 University Dr MSN 1A3 | Fairfax | VA | 22030 | 541603842 | 501(c)(3) | $7,400 | $0 | N/A | N/A | Student development/education grants | |
| Georgetown University | |||||||||||
| 37th and O Streets NW Box 571173 | Washington | SC | 20057 | 530196603 | 501(c)(3) | $26,500 | $0 | N/A | N/A | Student development/education grants | |
| Indiana University | |||||||||||
| 400 E 7th Street | Bloomington | IN | 47405 | 356001673 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Student development/education grants | |
| New Orleans Institute of Philosophy Politics and Economics | |||||||||||
| 701 Poydras St Suite 4500 | New Orleans | LA | 70139 | 463643028 | 501(c)(3) | $20,000 | $0 | N/A | N/A | Student development/education grants | |
| North Dakota State University-Main Campus | |||||||||||
| NDSU Dept 3100 PO Box 6050 | Fargo | ND | 58108 | 456002439 | 501(c)(3) | $17,300 | $0 | N/A | N/A | Student development/education grants | |
| Northwestern University | |||||||||||
| 633 Clark St | Evanston | IL | 60208 | 362167817 | 501(c)(3) | $15,000 | $0 | N/A | N/A | Student development/education grants | |
| Ohio University Foundation | |||||||||||
| PO Box 869 | Athens | OH | 45701 | 316402269 | 501(c)(3) | $17,500 | $0 | N/A | N/A | Student development/education grants | |
| Rochester Institute of Technology | |||||||||||
| 7 Lomb Memorial Drive | Rochester | NY | 14623 | 160743140 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Student development/education grants | |
| Saint Mary's College of California | |||||||||||
| 1928 Saint Marys Road | Morage | CA | 94575 | 941156599 | 501(c)(3) | $12,000 | $0 | N/A | N/A | Student development/education grants | |
| The Institute for Political History | |||||||||||
| 4242 N 56th Street | Phoenix | AZ | 85018 | 431885939 | 501(c)(3) | $15,000 | $0 | N/A | N/A | Student development/education grants | |
| The Texas A&M University-Fort Worth | |||||||||||
| Texas AM University of Law 1515 | Forth Worth | TX | 76102 | 746000531 | 115 | $10,000 | $0 | N/A | N/A | Student development/education grants | Commerce Street |
| University of Arkansas | |||||||||||
| PO Box 1404 | Fayetteville | AR | 72702 | 716003252 | 115 | $9,000 | $0 | N/A | N/A | Student development/education grants | |
| University of North Carolina at Chapel Hill | |||||||||||
| 104 Airport Drive Suite 2200 | Chapel Hill | NC | 275993265 | 566001393 | 501(c)(3) | $8,000 | $0 | N/A | N/A | Student development/education grants | |
| University of Pennsylvania | |||||||||||
| 3451 Walnut Street Room 329 | Philadelphia | PA | 191046284 | 231352685 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Student development/education grants | |
| University of Pittsburgh-Pittsburgh Campus | |||||||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 16260 | 250965591 | 501(c)(3) | $23,900 | $0 | N/A | N/A | Student development/education grants | |
| University of South Carolina-Columbia | |||||||||||
| 1600 Hampton Street Controllers | Columbia | SC | 29208 | 576001153 | 501(c)(3) | $7,000 | $0 | N/A | N/A | Student development/education grants | Office 6th Floor |
| West Virginia University | |||||||||||
| One Waterfront Place PO Box 6005 | Morgantown | WV | 26506 | 550665758 | 501(c)(3) | $38,000 | $0 | N/A | N/A | Student development/education grants | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships for qualified education expenses | 5 | $20,500 | $0 | N/A | N/A |
| Student development/education grants | 213 | $886,048 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Individuals are required to document their actual expenses and participation in programs for which funds are awarded. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Emily Chamlee-Wright | ||||||||||||||
| President and CEO | $319,300 | $0 | $145,000 | $0 | $0 | $0 | $0 | $0 | $29,193 | $0 | $493,493 | $0 | $0 | $0 |
| Todd Hathaway | ||||||||||||||
| Chief Operating Officer | $195,000 | $0 | $65,000 | $0 | $0 | $0 | $0 | $0 | $23,493 | $0 | $283,493 | $0 | $0 | $0 |
| Courtney Derr | ||||||||||||||
| Chief Operating Officer | $154,139 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 | $29,348 | $0 | $233,487 | $0 | $0 | $0 |
| Ronald Thevenot | ||||||||||||||
| Former Executive Director (6/30/21) | $88,550 | $0 | $0 | $0 | $95,000 | $0 | $0 | $0 | $18,198 | $0 | $201,748 | $0 | $0 | $0 |
| Kurt Kehl | ||||||||||||||
| Managing Dir. Comm. and Marketing | $150,495 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $25,520 | $0 | $201,015 | $0 | $0 | $0 |
| Kyle Hartz | ||||||||||||||
| Managing Dir. of Info and Community | $148,131 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $23,648 | $0 | $191,779 | $0 | $0 | $0 |
| Shane Courtland | ||||||||||||||
| Managing Dir. of Academic Relations | $127,236 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $25,293 | $0 | $177,529 | $0 | $0 | $0 |
| Christopher Grozev | ||||||||||||||
| Director of Major and Planned Giving | $126,386 | $0 | $15,500 | $0 | $0 | $0 | $0 | $0 | $26,143 | $0 | $168,029 | $0 | $0 | $0 |
| Amanda Brand | ||||||||||||||
| Managing Director of HR | $136,158 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $8,864 | $0 | $165,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | A payment to Ronald Thevenot is reported in Schedule J, Part II, Column (B)(iii). | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $201,273 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. |
| Form 990, Part VI, Section B, line 15 | Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. |
| Form 990, Part VI, Section C, line 19 | The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. |
| Form 990, Part IX, line 11g | General contract services: Program service expenses 664,106. Management and general expenses 50,367. Fundraising expenses 146,249. Total expenses 860,722. Photography, Production & Film: Program service expenses 65,430. Management and general expenses 0. Fundraising expenses 2,363. Total expenses 67,793. Fellowships and grants: Program service expenses 1,515,592. Management and general expenses 143. Fundraising expenses 1,146. Total expenses 1,516,881. |
| Form 990, Part XII, Line 2c: | The Institute's Board of Directors assumes responsibility for oversight of the audit, including selection of independent accountant. This process is consistent with prior years. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Warren Trust UA 09111969 FBO Foundation for Economic Education | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 Peachtree St NW Ste 710S | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303092311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046421546 | EIN |
| Primary Activities | 509(a)(3) Supporting Organization- See Part VII | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Column (b) Primary Activity | FormAndLineReferenceDesc |
| Explanation | To discover, develop and support students, scholars and other intellectuals who maintain the highest standards of academic and professional excellence. The Institute is a permanent beneficiary of the Trust. | ExplanationTxt |