BROOKINGS INSTITUTION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BROOKINGS INSTITUTION (EIN 53-0196577)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202301239349300125
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T08:08:09-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKINGS INSTITUTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2027976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL WEIN | PersonNm |
| Person Title | SENIOR VP, FINANCE & COO | PersonTitleTxt |
| Phone | 2027976000 | PhoneNum |
| Signature | 2023-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MITCHELL | PersonFirstNm |
| Person Last | WEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2062814444 | PhoneNum |
| Preparation | 2023-04-05 | 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 | AMY LIU WITMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $309,630,330 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOKINGS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO CONDUCT IN-DEPTH, INDEPENDENT RESEARCH THAT LEADS TO NEW IDEAS FOR SOLVING PROBLEMS FACING SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 629 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | -$833,811 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $47,454,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,762,210 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $738,145 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $747,918 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,624,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,842,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,085,497 | PYOtherRevenueAmt |
| CY Other Revenue | $989,580 | CYOtherRevenueAmt |
| PY Total Revenue | $67,901,806 | PYTotalRevenueAmt |
| CY Total Revenue | $119,341,951 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $516,601 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,370,651 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,534,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,907,229 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $124,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,427,018 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,633,401 | PYOtherExpensesAmt |
| CY Other Expenses | $22,452,603 | CYOtherExpensesAmt |
| PY Total Expenses | $85,684,378 | PYTotalExpensesAmt |
| CY Total Expenses | $87,855,233 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,782,572 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,486,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $568,244,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $528,999,178 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,109,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,523,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $507,135,002 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $466,476,079 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,014,024 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Revenue | $32,500 | RevenueAmt |
| Desc | ECONOMIC STUDIES:THE ECONOMIC STUDIES PROGRAM PROVIDES ANALYSIS OF CURRENT AND EMERGING ECONOMIC ISSUES TO INFORM PUBLIC POLICY THROUGH INNOVATIVE AND PRACTICAL POLICY SOLUTIONS. OVER THE PAST YEAR, ECONOMIC STUDIES SCHOLARS CONDUCTED RIGOROUS RESEARCH AND POLICY ANALYSIS IN AREAS INCLUDING BUT NOT LIMITED TO SOUND MONETARY AND FISCAL POLICY, TAXATION, INCLUSIVE SOCIO-ECONOMIC POLICY, ECONOMIC OPPORTUNITY AND MOBILITY, HEALTH CARE AND SOCIAL INSURANCE ECONOMICS, THE EFFICIENT WORKING OF MARKETS, AND CLIMATE-RESILIENT GROWTH. THE ECONOMIC STUDIES PROGRAM DISSEMINATED ITS FREQUENTLY CITED SCHOLARSHIP IN PUBLISHED REPORTS, RESEARCH PAPERS, JOURNALS, LONGER-FORM BOOKS AND SHORTER-FORM OP-EDS AND BLOG POSTS, AS WELL AS THROUGH EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,950,179 | ExpenseAmt |
| Grant | $345,061 | GrantAmt |
| Revenue | $108,566 | RevenueAmt |
| Desc | GLOBAL ECONOMY AND DEVELOPMENT:THE GLOBAL ECONOMY & DEVELOPMENT (GLOBAL) PROGRAM OFFERS INNOVATIVE POLICY SOLUTIONS AND TOOLS TO HELP GLOBAL, NATIONAL, AND LOCAL POLICYMAKERS BUILD MORE EQUITABLE AND SUSTAINABLE ECONOMIC SYSTEMS THAT DELIVER PROSPERITY AND WELL-BEING FOR ALL. GLOBAL'S INTERDISCIPLINARY TEAM OF EXPERTS PROVIDES THOUGHT LEADERSHIP, CUTTING-EDGE RESEARCH, AND INNOVATIVE SOLUTIONS THAT INFORM POLICY AND INTERNATIONAL COOPERATION IN THEMATIC AREAS INCLUDING HARNESSING TECHNOLOGY FOR INCLUSIVE GROWTH AND DEVELOPMENT; CLIMATE POLICY AND ACTION FOR SUSTAINABLE INCLUSIVE GROWTH AND DEVELOPMENT; GLOBAL EDUCATION AND SKILLS DEVELOPMENT; SUSTAINABLE DEVELOPMENT AND FINANCING FOR DEVELOPMENT; AND MULTILATERALISM AND INTERNATIONAL COOPERATION. THROUGH THIS WORK, GLOBAL EXPERTS HOPE TO INFORM AND FACILITATE PROGRESS TOWARD THE SUSTAINABLE DEVELOPMENT GOALS (SDGS), BUILD PARTNERSHIPS IN PURSUIT OF INCLUSIVE DEVELOPMENT, AND ULTIMATELY REDUCE GLOBAL POVERTY AND OTHER SOURCES OF SOCIAL STRESS. OVER THE PAST YEAR, GLOBAL CONTINUED TO SHARE ITS FINDINGS WITH AUDIENCES THROUGH VARIOUS EVENTS, WIDELY READ BOOKS, REPORTS AND OP-EDS, AND INTERACTIVE TOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,629,633 | ExpenseAmt |
| Grant | $308,494 | GrantAmt |
| Revenue | $570,340 | RevenueAmt |
| Desc | FOREIGN POLICY:THE FOREIGN POLICY PROGRAM CONDUCTS RESEARCH, ANALYSIS AND CONVENING IN ORDER TO INFORM PUBLIC UNDERSTANDING AND POLICY DIALOGUE CONCERNING THE MOST PRESSING GEOPOLITICAL AND SECURITY ISSUES FACING THE U.S. AND THE WORLD. IN ADDITION TO THE PROGRAM REGULARLY HOSTING EVENTS, FOREIGN POLICY SCHOLARS HAVE PUBLISHED A NUMBER OF REPORTS AND BOOKS WHILE ALSO MAKING APPEARANCES ON THE PAGES AND AIRWAVES OF MAJOR NEWS AND POLICY OUTLETS ACROSS THE POLITICAL SPECTRUM IN THE U.S. AND AROUND THE GLOBE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $10,123,931 | $1,389,596 | $4,462 | GOVERNANCE STUDIES:THE GOVERNANCE STUDIES PROGRAM AT BROOKINGS IS DEDICATED TO ANALYZING POLICY ISSUES, POLITICAL INSTITUTIONS AND PROCESSES, AND CONTEMPORARY GOVERNANCE CHALLENGES. OUR SCHOLARSHIP IDENTIFIES AREAS IN NEED OF REFORM AND PROPOSES SPECIFIC SOLUTIONS WITH THE GOALS OF IMPROVING THE PERFORMANCE OF THE NATIONAL GOVERNMENT, INFORMING DEBATE, AND PROVIDING STAKEHOLDERS WITH EXPERT ANALYSIS AND IDEAS TO ENSURE BETTER INSTITUTIONAL GOVERNANCE. IN THE PAST YEAR, GOVERNANCE STUDIES EXPERTS FOCUSED ON AREAS RANGING FROM ELECTION PROCESSES, TO ARTIFICIAL INTELLIGENCE, TO ADDRESSING RACIAL JUSTICE IN AREAS OF LAW ENFORCEMENT, VOTING RIGHTS, AND ACCESS TO TECHNOLOGY AND HEALTHCARE. IN ADDITION TO PUBLISHING MYRIAD WORKS OF WRITTEN SCHOLARSHIP OVER THE YEAR, GOVERNANCE STUDIES HELD A NUMBER OF EVENTS OPEN TO THE PUBLIC ON THESE AND OTHER TIMELY TOPICS. |
| $9,381,048 | $296,250 | $32,050 | BROOKINGS METRO:THE BROOKINGS METROPOLITAN POLICY PROGRAM'S (METRO) WORKS WITH LOCAL LEADERS TO TRANSFORM ORIGINAL RESEARCH INSIGHTS INTO POLICY AND PRACTICAL SOLUTIONS THAT SCALE NATIONALLY IN SUPPORT OF EVERY COMMUNITY BECOMING PROSPEROUS, JUST, AND RESILIENT - NO MATTER ITS STARTING POINT. METRO PRODUCES A NUMBER OF DIFFERENT TYPES OF PUBLICATIONS, INCLUDING BLOG POSTS, RESEARCH BRIEFS, REPORTS, BOOKS AND INTERACTIVE DATA VISUALIZATIONS, AND IN THE PAST YEAR HOSTED A NUMBER OF PUBLIC EVENTS. THROUGH ROUNDTABLES, MEETINGS, PUBLIC FORUMS, CONFERENCES, WORKSHOPS, LABS AND COMMUNITIES OF PRACTICE, METRO ALSO CONTINUED TO WORK WITH NETWORKS OF EXPERTS FROM DIFFERENT SECTORS TO TRANSLATE EVIDENCE AND IDEAS INTO TANGIBLE SOLUTIONS THAT ADDRESS THE UNPRECEDENTED CHALLENGES FACING THE NATION, STATES AND CITIES ALIKE. |
| $1,463,555 | $6,250 | INSTITUTIONAL INITIATIVES:INCLUDES RESEARCH INITIATIVES UNDERTAKEN OR SUPERVISED BY THE EXECUTIVE OFFICE AND CROSS-PROGRAM RESEARCH EFFORTS, SUCH AS THE ARTIFICIAL INTELLIGENCE AND EMERGING TECHNOLOGIES INITIATIVE AND THE DAVID M. RUBENSTEIN FELLOWSHIP PROGRAM.THE ARTIFICIAL INTELLIGENCE AND EMERGING TECHNOLOGY (AIET) INITIATIVE LOOKS TO ADVANCE GOOD GOVERNANCE OF TRANSFORMATIVE TECHNOLOGIES AT THE GLOBAL, NATIONAL, AND LOCAL LEVELS SO THAT MULTIPLE SECTORS OF SOCIETY CAN RESPONSIBLY SCALE AND MANAGE ITS FULL EFFECTS. THE INITIATIVE INCLUDES SEVERAL WORKSTREAMS EACH DESIGNED TO TRACK AND INFORM PRESSING QUESTIONS AT THE INTERSECTION OF TECHNOLOGY AND POLICY IN NEAR REAL-TIME. THE RUBENSTEIN FELLOWSHIP IS A TWO-YEAR FELLOWSHIP THAT BRINGS A DIVERSE GROUP OF RISING STARS TO THE BROOKINGS COMMUNITY, STRENGTHENING THE BREADTH OF OUR RESEARCH AND PERSPECTIVES IN KEY AREAS OF POLICY. | |
| $1,415,473 | $1,529,383 | BROOKINGS PRESS:THE BROOKINGS INSTITUTION PRESS PUBLISHES LONGFORM PUBLIC POLICY RESEARCH AND ANALYSIS FROM BROOKINGS SCHOLARS AND OTHER EXPERTS. THE BROOKINGS INSTITUTION PRESS PUBLISHES BOOKS ON GOVERNANCE, POLITICAL SCIENCE, ECONOMICS, FOREIGN POLICY AND OTHER FIELDS THAT ARE WIDELY DISCUSSED IN THE MEDIA, ASSIGNED IN CLASSROOMS, REFERRED TO IN LIBRARIES, AND PICKED UP IN BOOKSTORES-BOOKS THAT INFORM WITH CLARITY AND PERSUADE WITH CONVICTION. | |
| $4,597,272 | COMMUNICATIONS AND WEB:BROOKINGS'S COMMUNICATIONS DEPARTMENT DISSEMINATES INFORMATION ABOUT THE INSTITUTION, ITS SCHOLARS AND RESEARCH, AND THE ARRAY OF RESOURCES THAT BROOKINGS OFFERS. THE COMMUNICATIONS DEPARTMENT MANAGES BROOKINGS'S PRIMARY AVENUES FOR DISTRIBUTING ITS WORK - THE INSTITUTION'S WEBSITE (WWW.BROOKINGS.EDU), SOCIAL MEDIA CHANNELS, OTHER DIGITAL COMPONENTS OF OUTREACH AND EDUCATION, AS WELL AS HOUSING THE BROOKINGS INSTITUTION PRESS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $26,981,279 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,692,096 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,565,895 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $63,575,115 | 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 | Yes (1) | 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 | 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 | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 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 | 414 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 629 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | QA | ForeignCountryCd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | 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 | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIKKI BAGWELL CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GLENN H HUTCHINS | |||||||||
| CO-CHAIR OF THE BOARD | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE NORA JOHNSON | |||||||||
| CO-CHAIR OF THE BOARD | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR R COLLINS | |||||||||
| VICE CHAIR OF BOARD | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEONARD D SCHAEFFER | |||||||||
| VICE CHAIR OF BOARD | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHERYL COHEN EFFRON | |||||||||
| TREASURER THRU 6/3/22; VC NOMINATIONS & GOVERNANCE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID WEINBERG | |||||||||
| TREASURER OF THE BOARD ON 6/3/22 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TRACY R WOLSTENCROFT | |||||||||
| SECRETARY; VC BUDGET & FINANCE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J ABERNETHY | |||||||||
| TRUSTEE; VC DEVELOPMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER BARRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M BASS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY L BEWKES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID C BOHNETT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID BOZEMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ABBY JOSEPH COHEN | |||||||||
| TRUSTEE; CHAIR INVESTMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETSY Z COHEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL CRAZY BULL | |||||||||
| TRUSTEE; VC DEI COMMITTEE 6/3/22 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN CROWN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASON CUMMINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL DESMARAIS JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BART FRIEDMAN | |||||||||
| TRUSTEE; CHAIR AUDIT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN V FUTTER | |||||||||
| TRUSTEE; CHAIR NOMINATIONS & GOVERNANCE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELENE GAYLE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID J GRAIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETE HIGGINS | |||||||||
| TRUSTEE; CHAIR DEVELOPMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR L HYMES | |||||||||
| TRUSTEE; CHAIR BUDGET & FINANCE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN R JACOBS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH M JACOBS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM KAPLAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA KARET | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOSEIN KHAJEH-HOSSEINY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP M KNIGHT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARA GROOTWASSINK LEWIS | |||||||||
| TRUSTEE; VC AUDIT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN MANDIA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHY MINEHAN | |||||||||
| TRUSTEE; CHAIR COMPENSATION COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADITYA MITTAL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETH MOONEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| OSCAR MUNOZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAXMAN NARASIMHAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN ROGERS | |||||||||
| TRUSTEE; VC INVESTMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| GINNI ROMETTY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE PULLEN ROSS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIM RYAN | |||||||||
| TRUSTEE; CHAIR DEI COMMITTEE 6/3/22 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES SMITH | |||||||||
| TRUSTEE; CHAIR STRATEGIC PLANNING TASK FORCE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN SNEADER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS STEENLAND | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE STRAUS III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEE J STYSLINGER III | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISHEN SUD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW TISCH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| E ERIC TOKAT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTOINE W VAN AGTMAEL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEATRICE W WELTERS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ALLEN | |||||||||
| PRESIDENT UNTIL 6/12/2022 | 40.00 | Yes (X) | $1,090,659 | $0 | $80,772 | ||||
| TED GAYER | |||||||||
| INTERIM PRESIDENT | 40.00 | Yes (X) | $509,652 | $0 | $44,814 | ||||
| MICHAEL CAVADEL | |||||||||
| VP GEN COUNSEL/ASST SEC | 40.00 | Yes (X) | $275,819 | $0 | $58,924 | ||||
| AMY LIU WITMER | |||||||||
| VP & DIR, BROOKINGS METRO | 40.00 | $384,126 | $0 | $43,794 | Yes (X) | ||||
| STEPHANIE R AARONSON | |||||||||
| VP, DIR. ECONOMIC STUDIES | 40.00 | $345,015 | $0 | $41,126 | Yes (X) | ||||
| LUCY C KIM | |||||||||
| VP, DEVELOPMENT UNTIL 9/10/21 | 40.00 | $240,938 | $0 | $45,824 | Yes (X) | ||||
| ANKUR BHATT | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $314,474 | $0 | $28,979 | Yes (X) | ||||
| BRAHIMA COULIBALY | |||||||||
| VP, DIR. GLOBAL | 40.00 | $294,903 | $0 | $63,287 | Yes (X) | ||||
| SUZANNE MALONEY | |||||||||
| VP, DIR. FOREIGN POLICY | 40.00 | $316,241 | $0 | $67,646 | Yes (X) | ||||
| CATHERINE A PIEZ | |||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | $365,753 | $0 | $61,149 | Yes (X) | ||||
| DARRELL M WEST | |||||||||
| VP, DIR. GOVERNANCE STUDIES | 40.00 | $373,259 | $0 | $69,339 | Yes (X) | ||||
| JACQUELINE BASILE | |||||||||
| VP & CHIEF HR OFFICER | 40.00 | $287,065 | $0 | $34,792 | Yes (X) | ||||
| KERRY GRANNIS | |||||||||
| DEPUTY EXECUTIVE VP | 40.00 | $225,476 | $0 | $26,300 | Yes (X) | ||||
| ANDREA RISOTTO | |||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | $190,669 | $0 | $33,785 | Yes (X) | ||||
| APRIL MCWILLIAMS | |||||||||
| VP & CHIEF HR OFFICER | 40.00 | $207,415 | $0 | $44,989 | Yes (X) | ||||
| WILLIAM G GALE | |||||||||
| SR FELLOW & DIR, TAX POLICY CENTER | 40.00 | $478,032 | $0 | $69,787 | Yes (X) | ||||
| DAVID WESSEL | |||||||||
| SR FELLOW & DIR, HUTCHINS | 40.00 | $321,602 | $0 | $64,022 | Yes (X) | ||||
| F MARK MURO | |||||||||
| SR FELLOW, BROOKINGS METRO | 40.00 | $280,222 | $0 | $69,787 | Yes (X) | ||||
| HOMI J KHARAS | |||||||||
| SR FELLOW, DAGI | 40.00 | $287,962 | $0 | $34,400 | Yes (X) | ||||
| ALAN M BERUBE | |||||||||
| SENIOR FELLOW & DEPUTY DIRECTOR | 40.00 | $277,555 | $0 | $33,208 | Yes (X) | ||||
| IRENA BARISIC | |||||||||
| FORMER VP, CFO, ASST TREA | 40.00 | $172,921 | $0 | $16,905 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,239,758 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,033,629 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 172 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| APFS LLC (ADDISON GROUP) | |||||
| 7076 SOLUTIONS CENTER | CHICAGO | IL | 60677 | RECRUITER/STAFFING AGENCY | $1,163,266 |
| AJILON PROFESSIONAL STAFFING | |||||
| DEPT CH 14031 | PALATINE | IL | 600554031 | STAFFING AGENCY | $570,415 |
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | CONSULTING | $487,577 |
| CITY SECURITY CONSULTANTS INC | |||||
| 2010 KENDALL STREET NE | WASHINGTON | DC | 20002 | SECURITY GUARD SERVICES | $480,142 |
| ALLEY INTERACTIVE LLC | |||||
| 228 PARK AVE S 85467 | NEW YORK | NY | 100031502 | WEB DEVELOPMENT | $276,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,504,587 | GovernmentGrantsAmt |
| All Other Contributions | $69,257,623 | AllOtherContributionsAmt |
| Noncash Contributions | $1,092,063 | NoncashContributionsAmt |
| Total Contributions | $70,762,210 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $747,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $747,918 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $747,918 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,373,405 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$833,811 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,207,216 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,161,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189,692,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,468,838 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,468,838 | TotalRevenueColumnAmt |
| Exclusion | $43,468,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,529,383 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $596,217 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $933,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $933,166 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $56,414 | TotalRevenueColumnAmt |
| Exclusion | $56,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,414 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,341,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,681,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$833,811 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,732,468 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,421 | TotalAmt |
| Program Services | $1,866,421 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,288 | TotalAmt |
| Program Services | $480,288 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,942 | TotalAmt |
| Program Services | $23,942 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,528,269 | TotalAmt |
| Program Services | $1,965,275 | ProgramServicesAmt |
| Management And General | $3,118,254 | ManagementAndGeneralAmt |
| Fundraising | $444,740 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,005,679 | TotalAmt |
| Program Services | $35,244,376 | ProgramServicesAmt |
| Management And General | $8,366,938 | ManagementAndGeneralAmt |
| Fundraising | $1,394,365 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,712,474 | TotalAmt |
| Program Services | $3,690,383 | ProgramServicesAmt |
| Management And General | $876,089 | ManagementAndGeneralAmt |
| Fundraising | $146,002 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,063,820 | TotalAmt |
| Program Services | $2,973,380 | ProgramServicesAmt |
| Management And General | $880,719 | ManagementAndGeneralAmt |
| Fundraising | $209,721 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,596,987 | TotalAmt |
| Program Services | $2,816,835 | ProgramServicesAmt |
| Management And General | $668,710 | ManagementAndGeneralAmt |
| Fundraising | $111,442 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,355 | TotalAmt |
| Program Services | $17,775 | ProgramServicesAmt |
| Management And General | $266,580 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,025 | TotalAmt |
| Program Services | $15,925 | ProgramServicesAmt |
| Management And General | $228,100 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,750 | TotalAmt |
| Fundraising | $124,750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,161 | TotalAmt |
| Management And General | $988,161 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,733,651 | TotalAmt |
| Program Services | $5,415,130 | ProgramServicesAmt |
| Management And General | $3,036,858 | ManagementAndGeneralAmt |
| Fundraising | $281,663 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,812 | TotalAmt |
| Program Services | $104,812 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,594 | TotalAmt |
| Program Services | $347,842 | ProgramServicesAmt |
| Management And General | $464,876 | ManagementAndGeneralAmt |
| Fundraising | $39,876 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,602,853 | TotalAmt |
| Program Services | $1,261,410 | ProgramServicesAmt |
| Management And General | $2,270,039 | ManagementAndGeneralAmt |
| Fundraising | $71,404 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,568,488 | TotalAmt |
| Program Services | $5,798,684 | ProgramServicesAmt |
| Management And General | -$3,563,204 | ManagementAndGeneralAmt |
| Fundraising | $333,008 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,788 | TotalAmt |
| Program Services | $320,985 | ProgramServicesAmt |
| Management And General | $76,332 | ManagementAndGeneralAmt |
| Fundraising | $47,471 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,078 | TotalAmt |
| Program Services | $385,785 | ProgramServicesAmt |
| Management And General | -$99,353 | ManagementAndGeneralAmt |
| Fundraising | $174,646 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,432 | TotalAmt |
| Management And General | $712,432 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,122,638 | TotalAmt |
| Program Services | $21,528 | ProgramServicesAmt |
| Management And General | $2,101,110 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,406 | TotalAmt |
| Management And General | $261,406 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLISHING | $746,223 | $716,375 | $4,127 | $25,721 |
| OTHER DIRECT COSTS | $308,599 | $107,964 | $178,426 | $22,209 |
| BOND COST AMORTIZATION | $16,500 | $16,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,855,233 | TotalAmt |
| Program Services | $63,575,115 | ProgramServicesAmt |
| Management And General | $20,853,100 | ManagementAndGeneralAmt |
| Fundraising | $3,427,018 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,235 | BOYAmt |
| EOY | $741,706 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,363,088 | BOYAmt |
| EOY | $94,655,995 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,611,204 | BOYAmt |
| EOY | $29,557,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,818 | BOYAmt |
| EOY | $862,768 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,133 | BOYAmt |
| EOY | $10,043 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,173 | BOYAmt |
| EOY | $1,591,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,804,129 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,627,879 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,106,205 | BOYAmt |
| EOY | $26,176,250 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,509,557 | BOYAmt |
| EOY | $137,063,700 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,974,082 | BOYAmt |
| EOY | $237,347,135 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,691 | BOYAmt |
| EOY | $992,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,244,186 | BOYAmt |
| EOY | $528,999,178 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,703,927 | BOYAmt |
| EOY | $9,287,217 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,958,890 | BOYAmt |
| EOY | $7,842,303 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,836,739 | BOYAmt |
| EOY | $43,036,334 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,609,628 | BOYAmt |
| EOY | $2,357,245 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,109,184 | BOYAmt |
| EOY | $62,523,099 | 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 | $272,354,569 | BOYAmt |
| EOY | $241,366,010 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,780,433 | BOYAmt |
| EOY | $225,110,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,135,002 | BOYAmt |
| EOY | $466,476,079 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,244,186 | BOYAmt |
| EOY | $528,999,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $31,486,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$72,362,054 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $216,413 | 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 | $65,378,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,430,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,041,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,454,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,762,210 | CurrentTaxYearAmt |
| Total | $325,066,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,378,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,430,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,041,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,454,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,762,210 | CurrentTaxYearAmt |
| Total | $325,066,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $37,046,909 | SubstantialContributorsTotAmt |
| Public Support Total170 | $288,019,477 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,379,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,024,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,246,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,345,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,373,405 | CurrentTaxYearAmt |
| Total | $19,368,914 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,618,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,599,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,899,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,414 | CurrentTaxYearAmt |
| Total | $7,249,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $351,685,020 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,482,938 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82670 | 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 | CAFETERIA - 2017 AMOUNT: $ 2,350,662. 2018 AMOUNT: $ 2,358,488. 2019 AMOUNT: $ 1,621,213. OTHER INCOME - 2017 AMOUNT: $ 268,011. 2018 AMOUNT: $ 241,219. 2019 AMOUNT: $ 277,875. 2020 AMOUNT: $ 75,838. 2021 AMOUNT: $ 56,414. | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $268,418 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $428,429,220 | BeginningYearBalanceAmt |
| Contributions | $5,427,043 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,119,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,628,149 | OtherExpendituresAmt |
| Administrative Expenses | $1,514,706 | AdministrativeExpensesAmt |
| End Year Balance | $384,593,753 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $341,759,774 | BeginningYearBalanceAmt |
| Contributions | $181,240 | ContributionsAmt |
| Investment Earnings Or Losses | $106,955,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,892,759 | OtherExpendituresAmt |
| Administrative Expenses | $1,574,899 | AdministrativeExpensesAmt |
| End Year Balance | $428,429,220 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $360,740,018 | BeginningYearBalanceAmt |
| Contributions | $8,941,900 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,433,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,991,717 | OtherExpendituresAmt |
| Administrative Expenses | $1,496,743 | AdministrativeExpensesAmt |
| End Year Balance | $341,759,774 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $372,092,312 | BeginningYearBalanceAmt |
| Contributions | $563,949 | ContributionsAmt |
| Investment Earnings Or Losses | $7,210,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,596,458 | OtherExpendituresAmt |
| Administrative Expenses | $1,530,751 | AdministrativeExpensesAmt |
| End Year Balance | $360,740,018 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $352,446,768 | BeginningYearBalanceAmt |
| Contributions | $940,249 | ContributionsAmt |
| Investment Earnings Or Losses | $36,101,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,037,736 | OtherExpendituresAmt |
| Administrative Expenses | $1,358,214 | AdministrativeExpensesAmt |
| End Year Balance | $372,092,312 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,155,620 | OtherCostOrOtherBasisAmt |
| Book Value | $4,155,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,368,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,126,509 | DepreciationAmt |
| Book Value | $18,241,761 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,126,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,761,653 | DepreciationAmt |
| Book Value | $2,364,526 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,154,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,739,717 | DepreciationAmt |
| Book Value | $1,414,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,176,250 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $237,347,135 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $237,347,135 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST-RETIREMENT BENEFIT OBLIGATION | $768,000 |
| DEFERRED RENT EXPENSE PAYABLE | $655,210 |
| DEFERRED COMPENSATION | $934,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,357,245 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,555,787 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$72,362,054 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,250 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,038,415 | OtherRevenueAmt |
| Revenue Not Reported | -$73,394,219 | RevenueNotReportedAmt |
| Revenue Subtotal | $118,950,006 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $988,162 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$596,217 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $391,945 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $119,341,951 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,428,710 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,250 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $596,217 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $602,467 | ExpensesNotReportedAmt |
| Expenses Subtotal | $85,826,243 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $988,162 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,040,828 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,028,990 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,855,233 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | BROOKINGS PHOTOGRAPHY COLLECTION WAS DONATED TO ENHANCE THE FACILITIES WHERE BROOKINGS SCHOLARS WORK AND CONVENE PUBLIC POLICY AND EDUCATIONAL EVENTS. THE COLLECTION CONTRIBUTES TO AN ATMOSPHERE THAT PROMOTES BETTER ENGAGEMENT WITH OTHER PUBLIC POLICY STAKEHOLDERS THROUGH CONVERSATION AND INTERACTION. |
| PART V, LINE 4: | BROOKINGS CAREFULLY BALANCES ITS FUNDING TO RESPOND TO CURRENT POLICY ISSUES AS WELL AS UNDERTAKE LONG-TERM RESEARCH PROJECTS. AS NEW CHALLENGES EMERGE, THE ENDOWMENT IS USED TO MAKE NEW RESEARCH PROJECTS POSSIBLE, SUPPORTING CORE ADMINISTRATIVE COSTS, AS WELL AS SCHOLAR-DRIVEN RESEARCH. |
| PART X, LINE 2: | BROOKINGS IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND HAS BEEN DESIGNATED BY THE IRS AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. BROOKINGS ENGAGES IN CERTAIN ACTIVITIES THAT PRODUCE UNRELATED BUSINESS INCOME, AS DEFINED BY FEDERAL INCOME TAX REGULATIONS. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. BROOKINGS FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. AS OF JUNE 30, 2022, AND FOR THE YEAR THEN ENDED, THERE WERE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. GENERALLY, BROOKINGS IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN/(LOSS) ON FOREIGN CURRENCY EXCHANGE 2,413. OTHER EXPENSES RECLASS TO FUNCTIONAL EXPENSE -1,040,828. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B -596,217. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 596,217. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER EXPENSES RECLASS FROM STATEMENT OF REVENUE 1,040,828. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $16,968,957 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $83,107,366 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAMMATIC ACTIVITIES | $117,773 | PUBLIC POLICY RESEARCH |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAMMATIC ACTIVITIES | $252,706 | PUBLIC POLICY RESEARCH |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAMMATIC ACTIVITIES | $5,450 | PUBLIC POLICY RESEARCH |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO ORGANIZATIONS LOCATED IN THE REGION | $18,293 | |
| NORTH AMERICA | 0 | 0 | PROGRAMMATIC ACTIVITIES | $100,848 | PUBLIC POLICY RESEARCH |
| SOUTH AMERICA | 0 | 0 | PROGRAMMATIC ACTIVITIES | $148,677 | PUBLIC POLICY RESEARCH |
| SOUTH ASIA | 0 | 0 | PROGRAMMATIC ACTIVITIES | $51,445 | PUBLIC POLICY RESEARCH |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAMMATIC ACTIVITIES | $184,463 | PUBLIC POLICY RESEARCH |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO ORGANIZATIONS LOCATED IN THE REGION | $5,649 |
| 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 | $100,720,070 | SubtotalSpentAmt |
| Continuation Spent | $241,557 | ContinuationSpentAmt |
| Total Spent | $100,961,627 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Purpose Of Grant | RESEARCH COLLABORATION | PurposeOfGrantTxt |
| Cash Grant | $18,293 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE BROOKINGS INSTITUTION MAINTAINS RECORDS OF HOW ITS FUNDS ARE USED AND VERIFIES THROUGH REGULAR REPORTS AND COMMUNICATIONS THAT GRANTS AND OTHER ASSISTANCE OUTSIDE THE UNITED STATES ARE USED IN A MANNER CONSISTENT WITH THE PURPOSE OF THE SUPPORT AS WELL AS BROOKINGS'S CHARITABLE MISSION. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY CHIANG EDUCATION CONSULTANTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 ROMEO COURT | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTED ON DEVELOPMENT TEAM FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $124,750 | RetainedByContractorAmt |
| Net To Organization | -$124,750 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $124,750 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$124,750 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | 530196549 | 501(C)(3) | $49,378 | $0 | RESEARCH COLLABORATION |
| CHILD TRENDS INC | ||||||||
| 7315 WISCONSIN AVE STE 1200W | BETHESDA | MD | 20814 | 132982969 | 501(C)(3) | $15,000 | $0 | RESEARCH COLLABORATION |
| RESULTS FOR DEVELOPMENT INSTITUTE INC | ||||||||
| 1111 19TH STREET NW SUITE 700 | WASHINGTON | DC | 20036 | 208530747 | 501(C)(3) | $1,234,592 | $0 | RESEARCH COLLABORATION |
| THE CATHOLIC UNIVERSITY OF AMERICA | ||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | 530196583 | 501(C)(3) | $29,433 | $0 | RESEARCH COLLABORATION |
| THE HOWARD UNIVERSITY | ||||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 20059 | 530204707 | 501(C)(3) | $55,000 | $0 | RESEARCH COLLABORATION |
| THE NEW SCHOOL | ||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | 133297197 | 501(C)(3) | $281,250 | $0 | RESEARCH COLLABORATION |
| THE URBAN INSTITUTE | ||||||||
| 500 LENFANT PLZ SW | WASHINGTON | DC | 20024 | 520880375 | 501(C)(3) | $25,000 | $0 | RESEARCH COLLABORATION |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 336 SPROUL HALL MAIL CODE 5940 | BERKELEY | CA | 94720 | 946090626 | 501(C)(3) | $41,409 | $0 | RESEARCH COLLABORATION |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 44983 KNOLL SQUARE SUITE 265 | ASHBURN | VA | 20147 | 530196584 | 501(C)(3) | $75,000 | $0 | RESEARCH COLLABORATION |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $40,000 | $0 | RESEARCH COLLABORATION |
| YOUNG 1OVE FOUNDATION | ||||||||
| 2028 E BEN WHITE BLVD | AUSTIN | TX | 78741 | 364803179 | 501(C)(3) | $20,359 | $0 | RESEARCH COLLABORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP STIPENDS | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $480,288 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BROOKINGS DOES NOT GENERALLY ISSUE GRANTS TO OTHER ORGANIZATIONS, BUT AS A GRANT RECIPIENT, OCCASIONALLY ISSUES SUBGRANTS TO COLLABORATING INSTITUTIONS. SUBGRANTS ARE ISSUED PURSUANT TO WRITTEN AGREEMENTS SPECIFYING THE CHARITABLE PURPOSES FOR WHICH THE SUBGRANT IS MADE AND REQUIRING REGULAR REPORTING AND OTHER COMPLIANCE COVENANTS ON THE PART OF THE RECIPIENT. BROOKINGS ALSO ISSUES FELLOWSHIP STIPENDS AND/OR HONORARIA TO INDIVIDUALS, WHOSE WORK IS SUPERVISED BY A BROOKINGS COUNTERPART WITH FINANCES AND INDIVIDUALS. THESE DISBURSEMENTS ARE ISSUED AND MONITORED THROUGH STANDARD FINANCIAL MANAGEMENT PROCESSES AND THE CORRESPONDING BROOKINGS ACTIVITIES ARE SUPERVISED BY BROOKINGS SCHOLARS. | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN ALLEN | ||||||||||||||
| PRESIDENT UNTIL 6/12/2022 | $939,606 | $0 | $150,000 | $0 | $1,053 | $0 | $54,300 | $0 | $27,304 | $0 | $1,172,263 | $0 | $0 | $0 |
| TED GAYER | ||||||||||||||
| INTERIM PRESIDENT | $467,621 | $0 | $32,200 | $0 | $9,831 | $0 | $44,814 | $0 | $832 | $0 | $555,298 | $0 | $0 | $0 |
| WILLIAM G GALE | ||||||||||||||
| SR FELLOW & DIR, TAX POLICY CENTER | $454,922 | $0 | $22,120 | $0 | $990 | $0 | $34,800 | $0 | $35,819 | $0 | $548,651 | $0 | $0 | $0 |
| DARRELL M WEST | ||||||||||||||
| VP, DIR. GOVERNANCE STUDIES | $354,388 | $0 | $17,900 | $0 | $971 | $0 | $43,447 | $0 | $26,724 | $0 | $443,430 | $0 | $0 | $0 |
| AMY LIU WITMER | ||||||||||||||
| VP & DIR, BROOKINGS METRO | $365,259 | $0 | $18,000 | $0 | $867 | $0 | $43,794 | $0 | $832 | $0 | $428,752 | $0 | $0 | $0 |
| CATHERINE A PIEZ | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $358,895 | $0 | $6,000 | $0 | $858 | $0 | $34,800 | $0 | $27,179 | $0 | $427,732 | $0 | $0 | $0 |
| STEPHANIE R AARONSON | ||||||||||||||
| VP, DIR. ECONOMIC STUDIES | $328,370 | $0 | $16,300 | $0 | $345 | $0 | $39,469 | $0 | $4,685 | $0 | $389,169 | $0 | $0 | $0 |
| DAVID WESSEL | ||||||||||||||
| SR FELLOW & DIR, HUTCHINS | $315,630 | $0 | $5,000 | $0 | $972 | $0 | $34,800 | $0 | $30,054 | $0 | $386,456 | $0 | $0 | $0 |
| SUZANNE MALONEY | ||||||||||||||
| VP, DIR. FOREIGN POLICY | $300,596 | $0 | $15,300 | $0 | $345 | $0 | $37,103 | $0 | $31,375 | $0 | $384,719 | $0 | $0 | $0 |
| BRAHIMA COULIBALY | ||||||||||||||
| VP, DIR. GLOBAL | $294,553 | $0 | $0 | $0 | $350 | $0 | $36,165 | $0 | $27,954 | $0 | $359,022 | $0 | $0 | $0 |
| F MARK MURO | ||||||||||||||
| SR FELLOW, BROOKINGS METRO | $279,232 | $0 | $0 | $0 | $990 | $0 | $34,800 | $0 | $35,819 | $0 | $350,841 | $0 | $0 | $0 |
| ANKUR BHATT | ||||||||||||||
| CHIEF INFORMATION OFFICER | $263,749 | $0 | $31,000 | $0 | $19,725 | $0 | $7,513 | $0 | $22,838 | $0 | $344,825 | $0 | $0 | $0 |
| MICHAEL CAVADEL | ||||||||||||||
| VP GEN COUNSEL/ASST SEC | $257,282 | $0 | $13,000 | $0 | $5,537 | $0 | $32,301 | $0 | $27,455 | $0 | $335,575 | $0 | $0 | $0 |
| HOMI J KHARAS | ||||||||||||||
| SR FELLOW, DAGI | $286,716 | $0 | $0 | $0 | $1,246 | $0 | $34,400 | $0 | $832 | $0 | $323,194 | $0 | $0 | $0 |
| JACQUELINE BASILE | ||||||||||||||
| VP & CHIEF HR OFFICER | $271,268 | $0 | $15,000 | $0 | $797 | $0 | $32,792 | $0 | $2,832 | $0 | $322,689 | $0 | $0 | $0 |
| ALAN M BERUBE | ||||||||||||||
| SENIOR FELLOW & DEPUTY DIRECTOR | $277,330 | $0 | $0 | $0 | $225 | $0 | $33,208 | $0 | $832 | $0 | $311,595 | $0 | $0 | $0 |
| LUCY C KIM | ||||||||||||||
| VP, DEVELOPMENT UNTIL 9/10/21 | $211,262 | $0 | $14,500 | $0 | $15,176 | $0 | $25,910 | $0 | $20,874 | $0 | $287,722 | $0 | $0 | $0 |
| APRIL MCWILLIAMS | ||||||||||||||
| VP & CHIEF HR OFFICER | $197,761 | $0 | $6,629 | $0 | $3,025 | $0 | $24,565 | $0 | $21,255 | $0 | $253,235 | $0 | $0 | $0 |
| KERRY GRANNIS | ||||||||||||||
| DEPUTY EXECUTIVE VP | $219,174 | $0 | $6,000 | $0 | $302 | $0 | $26,300 | $0 | $832 | $0 | $252,608 | $0 | $0 | $0 |
| ANDREA RISOTTO | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $181,769 | $0 | $8,750 | $0 | $150 | $0 | $22,145 | $0 | $12,712 | $0 | $225,526 | $0 | $0 | $0 |
| IRENA BARISIC | ||||||||||||||
| FORMER VP, CFO, ASST TREA | $136,334 | $0 | $0 | $0 | $36,587 | $0 | $16,391 | $0 | $1,160 | $0 | $190,472 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | AMOUNT PRESENTED IN SCHEDULE J, PART II, COLUMN B(II) REPRESENTS PERFORMANCE BONUSES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA VARIABLE RATE REVENUE BONDS SERIES 2020 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| Bond Issued | 2020-05-21 | BondIssuedDt |
| Issue Price | $44,952,570 | IssuePriceAmt |
| Purpose | MODIFICATION OF 2015 SERIES BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,620,611 | RetiredAmt |
| Total Proceeds | $44,952,570 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $330,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $44,622,570 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,092,063 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS FIGURE REFLECTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, MISSION STATEMENT | THE BROOKINGS INSTITUTION (BROOKINGS) IS A NONPROFIT PUBLIC POLICY ORGANIZATION THAT CONDUCTS IN-DEPTH, INDEPENDENT RESEARCH THAT LEADS TO NEW IDEAS FOR SOLVING PROBLEMS FACING SOCIETY AT THE LOCAL, NATIONAL, AND GLOBAL LEVEL. HEADQUARTERED IN WASHINGTON, DC, BROOKINGS IS ORGANIZED INTO FIVE RESEARCH PROGRAMS THAT FOCUS ON DOMESTIC AND INTERNATIONAL ECONOMICS, FOREIGN POLICY, SUSTAINABLE DEVELOPMENT, GOVERNANCE, AND METROPOLITAN POLICY. BROOKINGS ACHIEVES IMPACT BY PROVIDING POLICY ANALYSIS AND RECOMMENDATIONS ON PRESSING POLICY CHALLENGES, WHICH ARE DISSEMINATED THROUGH REPORTS, BOOKS, MEDIA APPEARANCES, OP-EDS, BLOG POSTS, MEETINGS, EVENTS, CONGRESSIONAL TESTIMONY, AND BRIEFINGS. |
| FORM 990, PART VI, SECTION A, LINE 2 | - BROOKINGS TRUSTEES CHERYL COHEN EFFRON AND ELLEN FUTTER - BUSINESS RELATIONSHIP (AMERICAN MUSEUM OF NATURAL HISTORY). - BROOKINGS TRUSTEES GLENN HUTCHINS AND BETH MOONEY - BUSINESS RELATIONSHIP (AT&T BOARD). - BROOKINGS TRUSTEES HELENE GAYLE AND DAVID WEINBERG - BUSINESS RELATIONSHIP (COCA-COLA BOARD). - BROOKINGS TRUSTEES BART FRIEDMAN AND LAURA KARET - BUSINESS RELATIONSHIP (GIANT EAGLE). - BROOKINGS TRUSTEES SUZANNE NORA JOHNSON AND JAMES SMITH - BUSINESS RELATIONSHIP (PFIZER BOARD) |
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS WERE UPDATED TO REFLECT CHANGES REGARDING THE ELECTION AND TENURE OF TRUSTEES AND COMMITTEE MEMBERS; UPDATES TO BOARD COMMITTEE PROCEDURES AND REMIT, INCLUDING THE CREATION OF A DIVERSITY, EQUITY AND INCLUSION COMMITTEE; ADDITIONAL RESTRICTIONS WITH RESPECT TO ANY TRUSTEE COMPENSATION; AND AN UPDATE TO RULES REGARDING TRUSTEE INDEMNIFICATION CONSISTENT WITH APPLICABLE LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS APPOINTED THE AUDIT COMMITTEE OF THE BOARD AS THE RESPONSIBLE PARTY FOR REVIEWING THE FORM 990 AND 990T EACH YEAR. THE 990 IS REVIEWED INTERNALLY BY THE SENIOR VICE PRESIDENT OF FINANCE AND CHIEF OPERATING OFFICER, THE CONTROLLER, THE GENERAL COUNSEL, AND OTHER MEMBERS OF THE SENIOR STAFF, ALONG WITH THE AUDIT COMMITTEE. ONCE THESE REVIEWS ARE COMPLETED AND THE DOCUMENT HAS BEEN APPROVED, IT IS SENT TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BROOKINGS PERSONNEL ARE REQUIRED TO COMPLETE A DISCLOSURE AND ACKNOWLEDGMENT FORM RELATED TO THE INSTITUTION'S CONFLICT OF INTEREST POLICY. SPECIFICALLY, ALL EMPLOYEES AND RESIDENT AFFILIATES ARE REQUIRED TO: - ACKNOWLEDGE THAT THEY HAVE READ, UNDERSTOOD, AND ARE COMMITTED TO ABIDING BY THE INSTITUTION'S CONFLICT OF INTEREST POLICY AS WELL AS CERTAIN OTHER INSTITUTIONAL POLICIES; AND - MAKE CERTAIN DISCLOSURES ABOUT THEIR OUTSIDE ACTIVITIES AND FINANCES TO HELP IDENTIFY CONFLICTS OF INTEREST. FORMS ARE SUBMITTED TO THE OFFICE OF THE GENERAL COUNSEL, WHICH REVIEWS THEM AND HAS DISCRETION TO MAKE RECOMMENDATIONS OR RAISE CONCERNS WITH RELEVANT INDIVIDUALS AS APPROPRIATE. THE BOARD OF TRUSTEES IS REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE AND CONFLICT OF INTEREST AFFIRMATION THAT: - CONFIRMS THEIR RECEIPT, UNDERSTANDING, AND COMPLIANCE WITH THE INSTITUTION'S CONFLICT OF INTEREST POLICIES THAT RELATE TO BOARD MEMBERS AS WELL AS OTHER INSTITUTIONAL POLICIES; AND - DISCLOSES RELEVANT INFORMATION ABOUT THEIR FAMILY AND BUSINESS RELATIONSHIPS, TRANSACTIONS AND LOANS, AND OTHER RELEVANT RELATIONSHIPS WITH BROOKINGS. ISSUES INVOLVING CONFLICTS OF INTEREST ARE RESOLVED BY THE GENERAL COUNSEL, IN CONSULTATION WITH OTHER MEMBERS OF SENIOR MANAGEMENT, AS APPROPRIATE. THE GENERAL COUNSEL CONFERS WITH THE CHAIR OF THE AUDIT COMMITTEE, AS APPROPRIATE, REGARDING THE INSTITUTION'S CONFLICT OF INTEREST POLICY AND OTHER CONFLICT OF INTEREST ISSUES. CONFLICT OF INTEREST ISSUES INVOLVING TRUSTEES MAY BE REFERRED TO THE AUDIT COMMITTEE CHAIR, THE FULL AUDIT COMMITTEE, AND/OR THE BOARD CO-CHAIRS, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTION'S BYLAWS PROVIDE FOR A COMPENSATION COMMITTEE CONSISTING OF NOT FEWER THAN FIVE TRUSTEES, INCLUDING THE CHAIR (OR CO-CHAIRS) OF THE BOARD OF TRUSTEES AND AT LEAST THREE OTHER TRUSTEES WHO SHALL BE NOMINATED BY THE CHAIR (OR CO-CHAIRS) OF THE BOARD AND DETERMINED BY THE BOARD TO BE FREE OF ANY CONTRACTUAL OR OTHER RELATIONSHIPS THAT WOULD PUT INTO QUESTION THE EXERCISE OF HIS OR HER INDEPENDENT JUDGMENT. THE COMPENSATION COMMITTEE HAS THE AUTHORITY TO SET THE SALARY AND OTHER COMPENSATION OF THE PRESIDENT, AND REVIEWS THE COMPENSATION OF SUCH OTHER OFFICERS AND KEY EMPLOYEES AS MAY BE REPORTED ON BY THE PRESIDENT, OR RECOMMENDED BY THE EXECUTIVE COMMITTEE OR AUDIT COMMITTEE. WHEN SETTING OR REVIEWING SUCH SALARIES OR OTHER COMPENSATION, THE COMPENSATION COMMITTEE REVIEWS RELEVANT SALARY COMPARABILITY DATA AND SUBSEQUENTLY RECORDS COMMITTEE MINUTES THAT DOCUMENT THE COMMITTEE'S DECISIONS AND THE RATIONALE UNDERLYING SUCH DECISIONS. THE COMMITTEE REGULARLY USES AN OUTSIDE CONSULTANT TO ESTABLISH SALARY COMPARABLE AND TO DETERMINE THE REASONABLENESS OF THE COMPENSATION RECEIVED BY ALL DISQUALIFIED PERSONNEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | BROOKINGS MAKES THE RELEVANT DOCUMENTS AVAILABLE TO THE PUBLIC AS FOLLOWS: - BROOKINGS'S CONFLICT OF INTEREST POLICY, AS WELL AS SUMMARIES OF OTHER KEY POLICIES ARE AVAILABLE ON ITS WEBSITE; - BROOKINGS'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE; AND - BROOKINGS'S WEBSITE PROVIDES A LINK TO GUIDESTAR.ORG TO PROVIDE THE FORM 990. |
| FORM 990, PART XI, LINE 9: | GAIN/(LOSS) ON FOREIGN CURRENCY EXCHANGE 2,413. EFFECT OF ADOPTION PROVISIONS SFAS NO. 158 214,000. |