RAND CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RAND CORPORATION (EIN 95-1958142)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-05-09
- IRS object ID
- 202301299349304130
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T21:00:11+00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE SUITE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951958142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Rand Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAND | BusinessNameControlTxt |
| Phone | 3103930411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 Main Street PO Box 2138 | AddressLine1Txt |
| City | Santa Monica | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904072138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON MATHENY | PersonNm |
| Person Title | VP CFO | PersonTitleTxt |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JANUZIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2023-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON MATHENY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 Main Street PO Box 2138 | AddressLine1Txt |
| City | Santa Monica | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904072138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $436,627,337 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HELP IMPROVE POLICY AND DECISION MAKING THROUGH RESEARCH AND ANALYSIS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 2211 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | -$92,834 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $354,327,962 | PYContributionsGrantsAmt |
| CY Contributions Grants | $369,442,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,961,736 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,533,474 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,900,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,088,619 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,502 | PYOtherRevenueAmt |
| CY Other Revenue | $27,923 | CYOtherRevenueAmt |
| PY Total Revenue | $381,202,407 | PYTotalRevenueAmt |
| CY Total Revenue | $399,092,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,194 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $158,516 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $266,117,911 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $267,534,649 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,916,343 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $90,768,926 | PYOtherExpensesAmt |
| CY Other Expenses | $102,944,602 | CYOtherExpensesAmt |
| PY Total Expenses | $357,207,031 | PYTotalExpensesAmt |
| CY Total Expenses | $370,637,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,995,376 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,454,431 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $605,646,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $567,996,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,059,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,033,031 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $407,587,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $389,963,739 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HELP IMPROVE POLICY AND DECISION MAKING THROUGH RESEARCH AND ANALYSIS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $290,949,121 | ExpenseAmt |
| Grant | $158,516 | GrantAmt |
| Revenue | $13,533,474 | RevenueAmt |
| Desc | PUBLIC POLICY RESEARCH ALL IN THE FURTHERANCE OF OUR CHARTER 'TO FURTHER AND PROMOTE SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES ALL FOR THE PUBLIC WELFARE AND SECURITY OF THE UNITED STATES AND THE OPERATION OF DOCTORAL AND DEGREE PROGRAMS. | Desc |
| Total Program Service Expenses | $290,949,121 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 775 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2211 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | 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 | MICHAEL JANUZIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103930411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MAIN STREET | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL D RICH | |||||||||
| PRESIDENT CEO | 40.0 | Yes (X) | Yes (X) | $1,178,642 | $0 | $79,778 | |||
| CARL O BILDT | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHUCK HAGEL | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| DAVID L PORGES | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| DONALD B RICE | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| FRANCIS FUKUYAMA | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD L PARSKY | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANET NAPOLITANO | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL Z HYATT | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN ELLIOTT HOUSE | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH FEINBERG | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD D SCHAEFFER | |||||||||
| TRUSTEE (PART YEAR) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LIONEL C JOHNSON | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| MALA GAONKAR | |||||||||
| TRUSTEE (PART YEAR) | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MALCOLM GLADWELL | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY E PETERS | |||||||||
| TRUSTEE (PART YEAR) | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| MICHAEL E LEITER | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| MICHAEL GOULD | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| MICHAEL LYNTON | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| PEDRO JOSE GREER JR | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER LOWY | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP LADER | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $2,100 | $0 | $0 | ||||
| RAYNARD S KINGTON | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J DANZIG | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SOLEDAD O'BRIEN | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $1,400 | $0 | $0 | ||||
| TERESA ROSEBOROUGH | |||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW HOEHN | |||||||||
| SVP, RESEARCH AND ANALYSIS | 40.0 | Yes (X) | $508,872 | $0 | $50,940 | ||||
| ERIC PELTZ | |||||||||
| SVP, Finance Operations | 40.0 | Yes (X) | $447,947 | $0 | $67,505 | ||||
| Jason Matheny | |||||||||
| President and CEO (Start 7/5/22) | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J JANUZIK | |||||||||
| VP, CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $404,237 | $0 | $62,065 | ||||
| Nancy Staudt | |||||||||
| Dean, Pardee RAND Graduate School | 40.0 | Yes (X) | $135,399 | $0 | $11,512 | ||||
| ROBERT CASE | |||||||||
| VP, GENERAL CNSL CORP SEC | 40.0 | Yes (X) | $378,058 | $0 | $71,612 | ||||
| ALLISON E ELDER | |||||||||
| VP, HUMAN RESOURCES | 40.0 | $328,015 | $0 | $61,646 | Yes (X) | ||||
| BRANDON BAKER | |||||||||
| VP, DEVELOPMENT | 40.0 | $396,211 | $0 | $51,455 | Yes (X) | ||||
| CARL RHODES | |||||||||
| DIR, RAND AUSTRALIA (end 12/18/21) | 40.0 | $347,170 | $0 | $45,210 | Yes (X) | ||||
| KEVIN JACK RILEY | |||||||||
| VP, HSRD | 40.0 | $393,475 | $0 | $56,605 | Yes (X) | ||||
| SUSAN L MARQUIS | |||||||||
| Principal Researcher | 40.0 | $354,829 | $0 | $52,670 | Yes (X) | ||||
| Terrence Kelly | |||||||||
| VP, HSOAC | 40.0 | $366,124 | $0 | $57,520 | Yes (X) | ||||
| JENNIFER GOULD | |||||||||
| FORMER OFFICER | 40.0 | $240,189 | $0 | $55,806 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,497,368 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $724,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 900 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UNIVERSAL PROTECTION SERVICE LP | ||||||
| DBA ALLIED UNIVERSAL SECURITY SVCS | 161 WASHINGTON ST SUITE 600 | CONSHOHOCKEN | PA | 194282083 | SECURITY SERVICES | $1,750,213 |
| AMAZON WEB SERVICES INC | ||||||
| 410 TERRY AVENUE NORTH | SEATTLE | WA | 981095210 | SECURE CLOUD SERVICES | $1,302,649 | |
| ERNST YOUNG LLP | ||||||
| FIVE TIMES SQUARE NEW YORK | NEW YORK | NY | 100366530 | CONSULTING SERVICES | $960,843 | |
| JOHNSON CONTROLS BUILDING AUTOMATION SYSTEM LLC | ||||||
| 5757 N GREEN BAY AVE | PO BOX 591 | MILWAUKEE | WI | 53201 | BUILDING MAINTENANCE | $933,881 |
| PRICEWATERHOUSECOOPERS LLP | ||||||
| PO BOX 514038 | LOS ANGELES | CA | 900514038 | CONSULTING SERVICES | $908,341 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $291,573,636 | GovernmentGrantsAmt |
| All Other Contributions | $77,868,546 | AllOtherContributionsAmt |
| Noncash Contributions | $2,299,116 | NoncashContributionsAmt |
| Total Contributions | $369,442,182 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE REVENUE | 900099 | $13,279,898 | $13,279,898 |
| RENTAL INCOME | 900099 | $253,576 | $253,576 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,533,474 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,467,679 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$92,834 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,560,513 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,151,552 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,530,612 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,620,940 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,620,940 | TotalRevenueColumnAmt |
| Exclusion | $6,620,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,970 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,527 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,557 | TotalRevenueColumnAmt |
| Exclusion | -$2,557 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBLEASE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,480 | TotalRevenueColumnAmt |
| Exclusion | $30,480 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,480 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,092,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,533,474 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$92,834 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,209,376 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,516 | TotalAmt |
| Program Services | $158,516 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,271,058 | TotalAmt |
| Program Services | $1,538,551 | ProgramServicesAmt |
| Management And General | $2,582,368 | ManagementAndGeneralAmt |
| Fundraising | $150,139 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,436 | TotalAmt |
| Program Services | $151,098 | ProgramServicesAmt |
| Management And General | $151,193 | ManagementAndGeneralAmt |
| Fundraising | $16,145 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,871,617 | TotalAmt |
| Program Services | $149,434,929 | ProgramServicesAmt |
| Management And General | $23,943,942 | ManagementAndGeneralAmt |
| Fundraising | $2,492,746 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,823,529 | TotalAmt |
| Program Services | $12,540,180 | ProgramServicesAmt |
| Management And General | $2,043,841 | ManagementAndGeneralAmt |
| Fundraising | $239,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,826,148 | TotalAmt |
| Program Services | $47,003,362 | ProgramServicesAmt |
| Management And General | $9,725,892 | ManagementAndGeneralAmt |
| Fundraising | $1,096,894 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,423,861 | TotalAmt |
| Program Services | $12,196,233 | ProgramServicesAmt |
| Management And General | $1,993,965 | ManagementAndGeneralAmt |
| Fundraising | $233,663 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,333 | TotalAmt |
| Program Services | $129,277 | ProgramServicesAmt |
| Management And General | $1,447,583 | ManagementAndGeneralAmt |
| Fundraising | $11,473 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,615,430 | TotalAmt |
| Program Services | $273,699 | ProgramServicesAmt |
| Management And General | $2,340,831 | ManagementAndGeneralAmt |
| Fundraising | $900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,990 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $328,990 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,136,459 | TotalAmt |
| Program Services | $1,504,728 | ProgramServicesAmt |
| Management And General | $2,495,948 | ManagementAndGeneralAmt |
| Fundraising | $135,783 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,532,810 | TotalAmt |
| Program Services | $7,338,793 | ProgramServicesAmt |
| Management And General | $4,054,174 | ManagementAndGeneralAmt |
| Fundraising | $139,843 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,945,946 | TotalAmt |
| Program Services | $12,009,347 | ProgramServicesAmt |
| Management And General | $2,891,786 | ManagementAndGeneralAmt |
| Fundraising | $44,813 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,948,552 | TotalAmt |
| Program Services | $3,807,849 | ProgramServicesAmt |
| Management And General | $5,123,115 | ManagementAndGeneralAmt |
| Fundraising | $17,588 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,538,040 | TotalAmt |
| Program Services | $4,794,340 | ProgramServicesAmt |
| Management And General | $471,509 | ManagementAndGeneralAmt |
| Fundraising | $272,191 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,909 | TotalAmt |
| Program Services | $137,885 | ProgramServicesAmt |
| Management And General | $34,280 | ManagementAndGeneralAmt |
| Fundraising | $6,744 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370,922 | TotalAmt |
| Program Services | $224 | ProgramServicesAmt |
| Management And General | $3,370,698 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,212,378 | TotalAmt |
| Program Services | $3,843,712 | ProgramServicesAmt |
| Management And General | $2,368,666 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,468,111 | TotalAmt |
| Program Services | $802,291 | ProgramServicesAmt |
| Management And General | $1,665,820 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTS | $25,018,878 | $24,559,952 | $458,926 | $0 |
| GIFT CARDS | $1,736,087 | $1,721,668 | $14,419 | $0 |
| LETTER AGREEMENTS | $1,169,733 | $1,146,733 | $8,000 | $15,000 |
| TAXES AND LICENSES | $599,033 | $129,390 | $465,199 | $4,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,555,991 | TotalAmt |
| Program Services | $5,726,364 | ProgramServicesAmt |
| Management And General | $6,791,158 | ManagementAndGeneralAmt |
| Fundraising | $38,469 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,637,767 | TotalAmt |
| Program Services | $290,949,121 | ProgramServicesAmt |
| Management And General | $74,772,303 | ManagementAndGeneralAmt |
| Fundraising | $4,916,343 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,617,914 | BOYAmt |
| EOY | $19,952,918 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,812,209 | BOYAmt |
| EOY | $26,122,058 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,728,620 | BOYAmt |
| EOY | $25,543,192 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,083,517 | BOYAmt |
| EOY | $73,692,628 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,233,623 | BOYAmt |
| EOY | $7,435,895 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,406 | BOYAmt |
| EOY | $2,044 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,367,727 | BOYAmt |
| EOY | $17,044,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $243,285,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $137,899,929 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,305,989 | BOYAmt |
| EOY | $105,385,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,886,257 | BOYAmt |
| EOY | $131,862,001 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,045,558 | BOYAmt |
| EOY | $132,307,262 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,558,836 | BOYAmt |
| EOY | $28,648,779 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,646,656 | BOYAmt |
| EOY | $567,996,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,445,405 | BOYAmt |
| EOY | $74,595,553 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,801,630 | BOYAmt |
| EOY | $8,654,961 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,812,389 | BOYAmt |
| EOY | $94,782,517 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,059,424 | BOYAmt |
| EOY | $178,033,031 | 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 | $242,960,332 | BOYAmt |
| EOY | $203,883,867 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,626,900 | BOYAmt |
| EOY | $186,079,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,587,232 | BOYAmt |
| EOY | $389,963,739 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,646,656 | BOYAmt |
| EOY | $567,996,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $28,454,431 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$56,173,048 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,095,124 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $351,104,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,714,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,891,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,327,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,442,182 | CurrentTaxYearAmt |
| Total | $1,801,480,737 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,104,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,714,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,891,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,327,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,442,182 | CurrentTaxYearAmt |
| Total | $1,801,480,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,801,480,737 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,203,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,758,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,090,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,302,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,497,948 | CurrentTaxYearAmt |
| Total | $36,852,654 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,838,333,391 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,867,893 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9813 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $370,637,767 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $370,637,767 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $78 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,385 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,570 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $8,033 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $221,825 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $28,235,560 | BeginningBalanceAmt |
| Additions During Year | -$3,935,708 | AdditionsDuringYearAmt |
| Distributions During Year | $1,317,929 | DistributionsDuringYearAmt |
| Ending Balance | $22,981,923 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,931,673 | BeginningYearBalanceAmt |
| Contributions | $1,389,839 | ContributionsAmt |
| Investment Earnings Or Losses | -$46,812,153 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,275,760 | OtherExpendituresAmt |
| End Year Balance | $266,233,599 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,337,568 | BeginningYearBalanceAmt |
| Contributions | $1,898,523 | ContributionsAmt |
| Investment Earnings Or Losses | $58,724,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,028,979 | OtherExpendituresAmt |
| End Year Balance | $327,931,673 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,114,018 | BeginningYearBalanceAmt |
| Contributions | $18,235,359 | ContributionsAmt |
| Investment Earnings Or Losses | $2,392,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,404,012 | OtherExpendituresAmt |
| End Year Balance | $280,337,568 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $278,994,080 | BeginningYearBalanceAmt |
| Contributions | $2,069,950 | ContributionsAmt |
| Investment Earnings Or Losses | $3,277,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,227,743 | OtherExpendituresAmt |
| End Year Balance | $272,114,018 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $264,032,415 | BeginningYearBalanceAmt |
| Contributions | $1,897,304 | ContributionsAmt |
| Investment Earnings Or Losses | $24,452,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,387,749 | OtherExpendituresAmt |
| End Year Balance | $278,994,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.6117 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2608 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1275 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,804,060 | OtherCostOrOtherBasisAmt |
| Book Value | $8,804,060 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,683,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,959,280 | DepreciationAmt |
| Book Value | $68,724,119 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,942,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,897,837 | DepreciationAmt |
| Book Value | $6,045,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,910,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,932,677 | DepreciationAmt |
| Book Value | $11,978,273 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,944,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,135 | DepreciationAmt |
| Book Value | $9,834,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,385,715 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $132,307,262 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $132,307,262 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTION RECEIVABLE | $6,924,416 |
| INTERCOMPANY RECEIVABLE | $11,703,852 |
| OTHER ASSETS | $10,020,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $28,648,779 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $356,524,645 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$56,173,048 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $14,122,812 | OtherRevenueAmt |
| Revenue Not Reported | -$42,050,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $398,574,881 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $328,990 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $188,327 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $517,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $399,092,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $384,716,743 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,596,293 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,596,293 | ExpensesNotReportedAmt |
| Expenses Subtotal | $370,120,450 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $328,990 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $188,327 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $517,317 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $370,637,767 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE DONATED ARTWORK ASSISTS RAND IN ITS MISSION AS IT ALLOWS RAND TO OFFER COLLECTION TOURS AS PART OF DONOR CULTIVATION AND CONTINUES TO BE A FEATURED PART OF RAND'S ART AND ARCHITECTURE TOURS FOR THE COMMUNITY. |
| Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement | RAND CONTRIBUTES TO, AND IS THE SOLE TRUSTEE OF, A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION IRREVOCABLE TRUST THAT IS USED TO PARTIALLY FUND HEALTH CARE BENEFITS FOR RETIREES AND THEIR ELIGIBLE DEPENDENTS. BENEFICIARIES SHARE SUBSTANTIALLY IN THE COST OF COVERAGE. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | RAND'S ENDOWMENT CONSISTS OF APPROXIMATELY 54 INDIVIDUAL INVESTMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. IT HAS BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT FUNDS. RAND HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RAND EUROPE REVENUE - 15362875 RAND AUSTRALIA REVENUE - 3345198 ELIMINATION REVENUE - -4585262 ROUNDING - 1 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | INTEREST INCOME GROSS UP - 160404 INTEREST INCOME GROSS UP - 30480 RAND STORE REVENUE - -2557 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RAND EUROPE EXPENSES - 15339274 RAND AUSTRALIA EXPENSES - 3842281 ELIMINATION EXPENSES - -4585261 ROUNDING - -1 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | INTEREST INCOME GROSS UP - 160404 SUBLEASE REVENUE - 30480 RAND STORE REVENUE - -2557 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | PUBLIC POLICY RESEARCH | $250 |
| Russia and Neighboring States | 0 | 0 | Program Services | PUBLIC POLICY RESEARCH | $750 |
| Central America and the Caribbean | 0 | 0 | Investments | $49,476,267 |
| 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 | $49,477,267 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,477,267 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP GRANTS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $158,516 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | TO ENHANCE ITS RESEARCH AGENDA AND PROVIDE VALUABLE TRAINING IN POLICY ANALYSIS, RAND PARTICIPATES IN A NUMBER OF PROGRAMS THAT PROVIDE FUNDING FOR FELLOWSHIPS. OUTSIDE ORGANIZATIONS, AGENCIES, AND FOUNDATIONS OCCASIONALLY MAKE FELLOWSHIPS AVAILABLE THROUGH GRANTS AWARDED TO RAND. SUCH OPPORTUNITIES ARE GENERALLY WIDELY ADVERTISED, AND A COMPETITIVE APPLICATION PROCESS DETERMINES THE FELLOWSHIP RECIPIENT. FELLOWSHIP FUNDS ARE SEGREGATED AND MANAGEMENT ACTIVELY MONITORS SPENDING TO ENSURE ANY AND ALL REQUIREMENTS ARE MET, WHICH INCLUDES SUBMITTING PROGRESS REPORTS ATTESTING TO THE WORK COMPLETED BY THESE FELLOWS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL D RICH | ||||||||||||||
| PRESIDENT CEO | $744,020 | $0 | $352,754 | $0 | $81,868 | $0 | $52,960 | $0 | $26,818 | $0 | $1,258,420 | $0 | $0 | $0 |
| ANDREW HOEHN | ||||||||||||||
| SVP, RESEARCH AND ANALYSIS | $409,224 | $0 | $95,424 | $0 | $4,224 | $0 | $33,460 | $0 | $17,480 | $0 | $559,812 | $0 | $0 | $0 |
| ERIC PELTZ | ||||||||||||||
| SVP, Finance Operations | $353,852 | $0 | $92,819 | $0 | $1,276 | $0 | $33,460 | $0 | $34,045 | $0 | $515,452 | $0 | $0 | $0 |
| MICHAEL J JANUZIK | ||||||||||||||
| VP, CHIEF FINANCIAL OFFICER | $362,124 | $0 | $35,011 | $0 | $7,102 | $0 | $33,460 | $0 | $28,605 | $0 | $466,302 | $0 | $0 | $0 |
| ROBERT CASE | ||||||||||||||
| VP, GENERAL CNSL CORP SEC | $339,624 | $0 | $37,612 | $0 | $822 | $0 | $33,460 | $0 | $38,152 | $0 | $449,670 | $0 | $0 | $0 |
| ALLISON E ELDER | ||||||||||||||
| VP, HUMAN RESOURCES | $258,306 | $0 | $43,954 | $0 | $25,755 | $0 | $33,460 | $0 | $28,186 | $0 | $389,661 | $0 | $0 | $0 |
| KEVIN JACK RILEY | ||||||||||||||
| VP, HSRD | $336,570 | $0 | $46,575 | $0 | $10,330 | $0 | $33,460 | $0 | $23,145 | $0 | $450,080 | $0 | $0 | $0 |
| BRANDON BAKER | ||||||||||||||
| VP, DEVELOPMENT | $350,495 | $0 | $45,228 | $0 | $488 | $0 | $27,660 | $0 | $23,795 | $0 | $447,666 | $0 | $0 | $0 |
| Terrence Kelly | ||||||||||||||
| VP, HSOAC | $305,242 | $0 | $57,800 | $0 | $3,082 | $0 | $33,460 | $0 | $24,060 | $0 | $423,644 | $0 | $0 | $0 |
| SUSAN L MARQUIS | ||||||||||||||
| Principal Researcher | $298,787 | $0 | $35,278 | $0 | $20,764 | $0 | $33,460 | $0 | $19,210 | $0 | $407,499 | $0 | $0 | $0 |
| CARL RHODES | ||||||||||||||
| DIR, RAND AUSTRALIA (end 12/18/21) | $219,842 | $0 | $30,904 | $0 | $96,424 | $0 | $33,460 | $0 | $11,750 | $0 | $392,380 | $0 | $0 | $0 |
| JENNIFER GOULD | ||||||||||||||
| FORMER OFFICER | $222,410 | $0 | $17,301 | $0 | $478 | $0 | $24,932 | $0 | $30,874 | $0 | $295,995 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | RAND'S TRAVEL POLICY PROHIBITS FIRST CLASS TRAVEL EXCEPT IN LIMITED CIRCUMSTANCES. IN ACCORDANCE WITH THIS POLICY, PART VII LISTED PERSONS WILL OCCASIONALLY TRAVEL FIRST CLASS. |
| Schedule J, Part I, Line 1a Travel for companions | EXCEPT UNDER VERY LIMITED CIRCUMSTANCES, TRAVEL EXPENSES FOR A TRAVELER'S SPOUSE AND/OR FAMILY ARE NOT REIMBURSABLE. ANY SUCH REQUESTS MUST BE APPROVED IN ADVANCE. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | RAND PROVIDES ADDITIONAL BENEFITS TO EMPLOYEES IN CONSIDERATION OF CERTAIN INTERNATIONAL ASSIGNMENTS, SUCH AS TAX INDEMNIFICATIONS, AND TRANSPORTATION ALLOWANCES. BENEFITS ARE TAXABLE AND THUS REPORTED AS INCOME BY THE INDIVIDUAL. THESE BENEFITS ARE DETAILED IN AN AGREEMENT SIGNED BY THE INDIVIDUALS. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | IN 2021, MICHAEL RICH RECEIVED PAYMENTS RELATED TO NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE ORGANIZATION'S SERP PROVIDES A BENEFIT DETERMINED BY A FORMULA DRIVEN BY COMPENSATION, CONTINIOUS SERVICE, AND AGE. THE BENEFIT IS PAID IMMEDIATELY AFTER THE END OF THE CALENDAR YEAR. THE MAXIMUM DEFERRAL AMOUNT UNDER SECTION 457 (B), $19,500 FOR CY2021, IS DEPOSITED INTO A RABBI TRUST HELD BY THE NEWPORT TRUST (CUSTODIAN), WHICH ALLOWS THE EXECUTIVE TO DIRECT HOW THE BENEFITS WILL BE INVESTED WITHIN THEIR NONQUALIFIED RETIREMENT ACCOUNTS. THE REMAINDER ACCOUNTS ARE PAID DIRECTLY TO THE PARTICIPANT AND ARE INCLUDED AS PART OF THE W-2 EARNINGS UNDER SECTION 457 (F). CY2021 PAYMENTS RELATED TO SECTION 457 (F), INCLUDED IN SCHEDULE J, WERE $69,935 FOR MICHAEL RICH. |
| Schedule J, Part I, Line 7 Non-fixed payments | AS NOTED IN SCHEDULE O, PART OF THE BONUS PROVIDED TO PARTICIPANTS OF THE VARIABLE COMPENSATION PROGRAM IS DISCRETIONARY. A PREDETERMINED PERCENTAGE OF THE VARIABLE PAY MAY BE AWARDED AT THE DISCRETION OF THE CEO. THE VARIABLE COMPENSATION PROGRAM IS CONTINGENT ON WHETHER CERTAIN GOALS ARE ACHIEVED, INCLUDING CORPORATE FINANCIAL AND STRATEGIC ACHIEVEMENTS, AS WELL AS INDIVIDUAL GOALS. THE CEO, CFO, DIVISION AND DEPARTMENT HEADS, AND OTHERS PARTICIPATE IN THE PROGRAM. AN ANNUAL REVIEW PROCESS, INCLUDING REVIEW BY THE EXECUTIVE COMMITTEE OR COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE, HELPS ENSURE THAT GOAL MEASUREMENT IS VALIDATED AND PAYOUTS ARE IN ACCORDANCE WITH THE PROGRAM. |
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 | CA INFRASTRUCTURE ECONOMIC DEVELOPMENT PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| Bond Issued | 2021-04-01 | BondIssuedDt |
| Issue Price | $98,225,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $98,225,000 | TotalProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) PURPOSE OF BOND ISSUES | SERIES 2021 BONDS WERE ISSUED ON 4/1/2021 TO REFUND SERIES 2008A ISSUED ON 5/13/2008 AND SERIES 2008B BONDS ISSUED ON 6/8/2008. |
| Schedule K, Part III | PER IRS GUIDANCE CONTAINED IN THE FORM 990 SCHEDULE K INSTRUCTIONS, ORGANIZATIONS WHO HAVE OUTSTANDING BONDS (OVER $100,000) ISSUED AFTER 12/31/2002 MUST FILE A SCHEDULE K. RAND THEREFORE FILES A SCHEDULE K DUE TO ITS OUTSTANDING 2021 BONDS. HOWEVER, ALSO PER IRS GUIDANCE CONTAINED IN THE FORM 990 SCHEDULE K INSTRUCTIONS, ORGANIZATIONS REPORTING ON BONDS ISSUED AFTER 12/31/2002 BUT WHICH REFUNDED BONDS ISSUED PRIOR TO 12/31/2002 (WHETHER DIRECTLY OR THROUGH A SERIES OF REFUNDINGS) DO NOT REPORT INFORMATION IN PART III (PRIVATE BUSINESS USE) OF SCHEDULE K. RAND THEREFORE DOES NOT REPORT INFORMATION IN PART III OF SCHEDULE K. |
| Schedule K, Part IV, Line 2c | THE LAST REBATE COMPUTATIONS WERE PERFORMED ON NOVEMBER 9, 2021. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,214,116 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Archival and research materials | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | THE AMOUNTS REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| Schedule M, Part I, Line 25 | ON APRIL 24, 2022, RAND RECEIVED 21 BOXES OF ARCHIVAL AND RESEARCH MATERIALS APPRAISED AT $85,000 THAT WILL BECOME PART OF RAND'S COLLECTION AND PRESERVATION HISTORY OF ITS RESEARCH AND ANLYSIS WHICH IS MADE AVAILABLE FOR SCHOLARLY RESEARCH. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS | THE RAND CORPORATION IS A PUBLIC CHARITY AND AS SUCH RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM THE GOVERNMENT AND THE GENERAL PUBLIC (SEE ALSO SCHEDULE A). THIS SUPPORT IS NOT CONSIDERED PROGRAM SERVICE REVENUE AS DEFINED BY THE IRS AND THUS NOT REPORTED ON PART III, LINE 4A. HOWEVER, LIKE ALL PUBLIC CHARITIES, THIS SUPPORT IS USED TO FUND RAND'S PROGRAM SERVICES EXPENSES WHICH ARE REPORTED ON PART III, LINE 4A. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | RAND SUMMARIZES THE INFORMATION TO BE INCLUDED ON THE FORM 990 AND PROVIDES THE SUPPORT TO A THIRD-PARTY TAX FIRM SO THAT A DRAFT RETURN CAN BE COMPILED. THIS FIRM PROVIDES TAX GUIDANCE THROUGHOUT THE YEAR IN ADDITION TO PROVIDING GUIDANCE ON RETURN PREPARATION. ONCE THE DRAFT FORM 990 IS COMPILED, IT IS REVIEWED BY VARIOUS LEVELS OF MANAGEMENT WITHIN RAND, INCLUDING THE CFO. THE RAND BOARD OF TRUSTEES HAS DELEGATED TO THE AUDIT AND RISK COMMITTEE THE RESPONSIBILITY FOR THE OVERSIGHT OF THE FORM 990. THEREFORE, ONCE THE FORM 990 IS FINALIZED, IT IS THOROUGHLY REVIEWED BY THE AUDIT AND RISK COMMITTEE (ALONG WITH THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS) AND APPROVED FOR RELEASE. THE FORM 990 IS THEN SUBMITTED TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | NEW STAFF MEMBERS RECEIVE COPIES OF SEVERAL KEY POLICIES, INCLUDING INSTITUTIONAL PRINCIPLES, CONFLICT OF INTEREST, QUALITY ASSURANCE, AND OTHER ESSENTIAL POLICIES. CONFLICT OF INTEREST, CORPORATE INTEGRITY, INSTITUTIONAL PRINCIPLES, AND ETHICS POLICIES ARE POSTED PROMINENTLY ON RAND'S INTRANET. ALL EMPLOYEES ARE REQUIRED TO DISCLOSE OUTSIDE PROFESSIONAL ACTIVITIES, AND ALL OFFICERS, KEY STAFF MEMBERS AND STAFF WHO WORK ON RESEARCH PROJECTS ARE REQUIRED TO DISCLOSE RELATIONSHIPS AND FINANCIAL INTERESTS: (I) THAT ARE RELATED TO THEIR RESEARCH RESPONSIBILITIES, OR (II) THAT COULD BRING INTO QUESTION THE OBJECTIVITY OF THE RESEARCH. SUCH DISCLOSURES MUST BE MADE AT LEAST ANNUALLY, AND STAFF ALSO MUST REVIEW AND ACKNOWLEDGE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND COMPLETE RELEVANT TRAINING. PROSPECTIVE TRUSTEES ADVISE KEY MANAGEMENT OF ANY POSSIBLE CONFLICTS OF INTEREST BEFORE JOINING THE BOARD OF TRUSTEES. MOREOVER, ON AN ANNUAL BASIS EACH TRUSTEE IS ASKED BY THE VICE PRESIDENT, GENERAL COUNSEL, AND CORPORATE SECRETARY TO PROVIDE A LIST OF AFFILIATIONS IN WRITING THAT MAY RAISE A CONFLICT OF INTEREST ISSUE AND SIGN THE PRINCIPLES OF CONDUCT STATEMENT WHICH ASSERTS THAT THEY WOULD DISQUALIFY THEMSELVES FROM PARTICIPATING IN ANY RAND MATTERS WHICH THEY BELIEVE MAY GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST. RAND MAINTAINS A FORMAL RECORD OF ALL INSTANCES WHERE TRUSTEES RECUSE THEMSELVES BECAUSE OF A POSSIBLE CONFLICT OF INTEREST. FINALLY, ALL RAND OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL RELATED PARTY QUESTIONNAIRE, SENT BY RAND'S CFO ORGANIZATION, TO SUPPORT RAND'S RESPONSES TO CERTAIN QUESTIONS ON THE FORM 990. THIS QUESTIONNAIRE, WHICH IS REVIEWED BY VARIOUS LEVELS OF MANAGEMENT, SEEKS TO IDENTIFY FAMILY AND BUSINESS RELATIONSHIPS AMONGST THE TRUSTEES AND OFFICERS AND REPRESENTS ANOTHER OPPORTUNITY OTHER THAN THE ABOVE FOR POTENTIAL CONFLICTS TO BE IDENTIFIED. PER THE AUDIT AND RISK COMMITTEE CHARTER, THE ETHICS AND COMPLIANCE OFFICER REPORTS REGULARLY TO THE AUDIT AND RISK COMMITTEE. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE AUDIT AND RISK COMMITTEE. WHEN MANAGEMENT PROPOSES MATERIAL CHANGES. THE POLICY WAS LAST UPDATED AND APPROVED BY THE AUDIT AND RISK COMMITTEE IN MAY 2019. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE CONDUCTS ANNUAL PERFORMANCE REVIEWS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. AS PART OF THE YEARLY EVALUATION, THE COMMITTEE REVIEWS MARKET DATA FROM SEVERAL SALARY SURVEYS AND EMPLOYS AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW FOR REASONABLENESS. THE COMMITTEE RECOMMENDS SALARY INCREASES AND DISCRETIONARY AMOUNTS OF THE VARIABLE COMPENSATION PROGRAM FOR THE UPCOMING YEAR TO THE BOARD OF TRUSTEES WHO MAKES THE FINAL DECISION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE CONDUCTS THE REVIEW IN THE FALL AND DOCUMENTS THE REVIEW IN THE COMMITTEE MINUTES WHICH ARE THEN APPROVED AT THE NEXT MEETING. RAISES ARE EFFECTIVE IN FEBRUARY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE PRESIDENT AND CHIEF EXECUTIVE OFFICER REVIEWS THE COMPENSATION FOR OFFICERS AND OTHER RESEARCH HEADS. HE PUTS FORTH SALARY INCREASE SUGGESTIONS AFTER EXAMINING PERFORMANCE, SALARY SURVEYS, AND BENCHMARK STUDIES. THE SALARY INCREASES FOR KEY EMPLOYEES WITHIN THE RESEARCH GROUP ARE SUGGESTED BY THE GLOBAL RESEARCH TALENT VICE PRESIDENT. BOTH SETS OF RECOMMENDATIONS ARE GIVEN TO THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE, WHICH ULTIMATELY DECIDES ON THE SALARY INCREASES EACH YEAR. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON RAND'S EXTERNAL WEBSITE: WWW.RAND.ORG. MOREOVER, THIS INFORMATION, AS WELL AS RAND'S GOVERNING DOCUMENTS AND FORM 990, IS AVAILABLE UPON REQUEST AND AT THE SANTA MONICA OFFICE. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 10491490; OTHER COMPONENTS OF NET PERIODIC POST RETIREMENT BENEFIT COSTS - -2431036; ADJUSTMENT TO ACCRUED POSTRETIREMENT BENEFIT - 3125265; FOREIGN EXCHANGE GAIN ON REVALUATION - -1090339; MISC TO TIE - -256; |
| Schedule F, Part I, Line 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS | CONSISTENT WITH OTHER EXPENDITURES DISCLOSED IN THIS 990 FORM, THE PROGRAM SERVICE EXPENDITURES LISTED IN SCHEDULE F, PART I ARE SHOWN USING AN ACCRUAL BASIS OF ACCOUNTING. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOSHEN AVENUE HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MAIN STREET PO BOX 2138 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852900416 | EIN |
| Primary Activities | TITLE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $373,576 | TotalIncomeAmt |
| End Of Year Assets | $14,645,461 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAND CORP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| RAND EUROPE (UK) | |||
| POLICY RSRCH | UK | RAND CORP | Yes (true) |
| RAND EUROPE (EU) AISBL | |||
| POLICY RSRCH | BE | RAND CORP | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| RAND EUROPE COMMUNITY INTEREST COMPANY | |||||||
| CONSULTING SVCS | UK | RAND CORP | C Corporation | $15,362,875 | $6,675,163 | 1 | Yes (true) |
| THE RAND CORPORATION (AUSTRALIA) PTY LTD | |||||||
| POLICY RESEARCH | AS | RAND CORP | C Corporation | $3,345,198 | $2,654,862 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAND CORPORATION (AUSTRALIA) PTY LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $290,302 | InvolvedAmt |
| Method Of Amount Determination | ACCRUAL METHOD | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV END-OF-YEAR ASSETS OF RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | THE END-OF-YEAR ASSET BALANCES FOR BOTH ENTITIES ARE EXCLUSIVE OF INTERCOMPANY PAYABLES. IF INTERCOMPANY PAYABLES WERE INCLUDED, THE ASSET BALANCES WOULD BE AS FOLLOWS: RAND EUROPE COMMUNITY INTEREST COMPANY $ 2,988,381 THE RAND CORPORATION (AUSTRALIA) PTY LTD $ (3,775,652) | ExplanationTxt |