AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM (EIN 22-2570926)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-06-25
- IRS object ID
- 202341769349300104
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-25T10:52:29-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473535842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FARR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18201 VON KARMAN AVE SUITE 1100 | 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 | 222570926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AYN RAND INSTITUTE THE CENTER FOR | BusinessNameLine1Txt |
| Business Name Line2 | THE ADVANCEMENT OF OBJECTIVISM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AYNR | BusinessNameControlTxt |
| Phone | 9492226550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HUTTON CENTRE DRIVE 600 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAL TSFANY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9492226550 | PhoneNum |
| Signature | 2023-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAL | PersonFirstNm |
| Person Last | TSFANY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRITIA FOSTER | PreparerPersonNm |
| PTIN | P02164134 | PTIN |
| Phone | 9494742020 | PhoneNum |
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 | TAL TSFANY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HUTTON CENTRE DRIVE 600 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,163,420 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AYNRAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UNDERSTANDING OF AYN RAND'S WORKS AND TO FIND AND TRAIN THE NEW INTELLECTUALS TO TEACH HER PHILOSOPHY OF OBJECTIVISM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,652,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,283,939 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $440,184 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $590,224 | CYProgramServiceRevenueAmt |
| PY Investment Income | $289,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $35 | CYInvestmentIncomeAmt |
| PY Other Revenue | $314,160 | PYOtherRevenueAmt |
| CY Other Revenue | $660,915 | CYOtherRevenueAmt |
| PY Total Revenue | $17,696,652 | PYTotalRevenueAmt |
| CY Total Revenue | $18,535,113 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $122,133 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $585,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,792,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,122,986 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $683,172 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,109,032 | PYOtherExpensesAmt |
| CY Other Expenses | $4,590,627 | CYOtherExpensesAmt |
| PY Total Expenses | $8,023,821 | PYTotalExpensesAmt |
| CY Total Expenses | $10,298,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,672,831 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,236,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,617,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,956,120 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,638,605 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,398,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,978,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,557,378 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FOSTER A GROWING AWARENESS, UNDERSTANDING AND ACCEPTANCE OF AYN RAND'S REVOLUTIONARY PHILOSOPHY, OBJECTIVISM, IN ORDER TO CREATE A CULTURE WHOSE GUIDING PRINCIPLES ARE REASON, RATIONAL SELF-INTEREST, AND LAISSEZ-FAIRE CAPITALISM, A CULTURE IN WHICH INDIVIDUALS ARE FREE TO PURSUE THEIR OWN HAPPINESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,922,663 | ExpenseAmt |
| Grant | $459,854 | GrantAmt |
| Revenue | $359,502 | RevenueAmt |
| Desc | OUTREACH PROGRAMS: WE POSTED 153 NEW VIDEOS TO OUR YOUTUBE CHANNEL, WHICH GREW TO OVER 82K SUBSCRIBERS. AMONG THE MANY NEW VIDEOS WERE LECTURES, INTERVIEWS AND PODCASTS ON TOPICS RANGING FROM HISTORY AND PHILOSOPHY TO ART AND CULTURAL ISSUES. OUR CHANNEL RECEIVED OVER 1.4 MILLION VIEWS TOTAL THIS FISCAL YEAR, WITH THE MIKE WALLACE INTERVIEW OF AYN RAND RECEIVING OVER 155K VIEWS IN FY2022, FOR AN ALL-TIME TOTAL SURPASSING 781K VIEWS. TWO MAJOR CONFERENCES WERE HELD: ARC-EUROPE, WHICH WAS HELD IN APRIL 2022 IN LONDON WITH A TOTAL OF 167 ATTENDEES AND THE OBJECTIVIST CONFERENCE IN JULY 2022 IN WASHINGTON DC, WITH A TOTAL OF 408 ATTENDEES. IN FY2022, ARI CONTINUED ITS GLOBAL OUTREACH EXPANSION IN EUROPE, LATIN AMERICA, ASIA AND THE MIDDLE EAST, TO ENCOURAGE AND ASSIST VARIOUS AYN RAND PROGRAMS ABROAD. ARI ALSO SENT SPEAKERS TO ADDRESS STUDENT AND GENERAL AUDIENCES OUTSIDE THE UNITED STATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,027,224 | ExpenseAmt |
| Grant | $125,228 | GrantAmt |
| Revenue | $203,191 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS: IN FY2022, WE DISTRIBUTED APPROXIMATELY 280,000 FREE BOOKS TO CLASSROOMS AND 9,500 DIRECTLY TO STUDENTS ALL OVER THE COUNTRY, AND OUR SPEAKERS ENGAGED WITH DOZENS OF STUDENTS IN THEIR CLASSROOMS. OUR ANNUAL ESSAY CONTEST SUBMISSION TOTALED APPROXIMATELY 5,000 ENTRIES AND WE GAVE OUT PRIZES TO A TOTAL OF 255 WINNERS (RANGING FROM FIRST PLACE TO VARIOUS LEVELS OF RUNNERSUP). WE ALSO HOSTED 8 READING GROUPS, IN WHICH GROUPS OF STUDENTS FROM AROUND THE WORLD CONNECT OVER VIDEO FOR INFORMAL DISCUSSIONS OF RAND'S PHILOSOPHY, WHICH WERE PARTICIPATED BY OVER 200 INDIVIDUALS. OVER 300 STUDENTS ATTENDED ARI HOSTED CONFERENCES, MANY OF THEM ON SCHOLARSHIP, INTRODUCING THEM TO AYN RAND'S PHILOSOPHY OF OBJECTIVISM. THE AYN RAND UNIVERSITY, THE ONLY SYSTEMATIC PROGRAM OF INSTRUCTION IN THE ESSENTIALS OF OBJECTIVISM, HAD 93 APPLICANTS AND ADMITTED 55 STUDENTS. FACULTY TAUGHT 9 COLLEGE-LEVEL COURSES TOTALING 276 COURSE HOURS TO 170 UNIQUE PARTICIPANTS. A TOTAL OF 92 TUITION SCHOLARSHIPS WERE GRANTED TO DESERVING STUDENTS. A TOTAL OF 8 FELLOWS PARTICIPATED IN THE JUNIOR FELLOW PROGRAM, WHICH IS AN ADVANCED TRAINING PROGRAM THAT OFFERS INSTRUCTION TO COMMITTED STUDENTS, AS WELL AS CAREER GUIDANCE, MENTORING, AND FINANCIAL ASSISTANCE. NEW IDEAL, WHICH IS ARI'S OFFICIAL JOURNAL, PUBLISHED 94 ARTICLES AND 55 PODCASTS IN FY2022, APPLYING OBJECTIVISM TO EXPLAIN MAJOR ISSUES IN THE CULTURE AND PROMOTING THE OTHER WORK OF THE INSTITUTE. THE PODCASTS ARE WEEKLY LIVESTREAMS ON SOCIAL MEDIA FEATURING OUR INTELLECTUAL TEAM AND JUNIOR FELLOWS, COMMENTING ON TOPICS OF RELEVANCE TO MODERN TIMES AND THE WORKS OF AYN RAND. FIVE NEW ARI CAMPUS COURSES WERE ADDED TO THE CATALOG OF ON-DEMAND CONTENT IN FY2022. THE ARI CAMPUS COURSE VIDEOS RECEIVED OVER 121K HOURS OF VIEWS ACROSS ALL PLATFORMS: WEBSITE, APP AND YOUTUBE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $622,459 | ExpenseAmt |
| Revenue | $27,532 | RevenueAmt |
| Desc | OTHER: THE AYN RAND ARCHIVES MADE SIGNIFICANT UPGRADES TO OUR FACILITIES VIA SEISMIC ANCHORING OF COLLECTION STORAGE SHELVES AND INSTALLATION OF A LARGER HVAC UNIT TO BETTER MAINTAIN TEMPERATURE AND RELATIVE HUMIDITY AT APPROPRIATE LEVELS. WE PRESENTED TWO EXHIBITS: A PHYSICAL EXHIBIT AT OCON 2022 TITLED AYN RAND GOES TO WASHINGTON, & AN ONLINE EXHIBIT, LETTERS OF AYN RAND, WHICH PRESENTS THE EXPANDED SECOND EDITION OF THAT WORK WITH IMAGES OF ALL ORIGINAL LETTERS FROM AYN RAND'S PAPERS IN ADDITION TO COMPLETE TRANSCRIPTS. WE MADE SIGNIFICANT UPDATES TO 5 INVENTORIES OF IMPORTANT COLLECTIONS, AND STARTED AN UPDATED GENERAL SHELF INVENTORY WITH VISUALS, AN IMPORTANT STEP IN DISASTER PREPAREDNESS. WE RECEIVED 3 NOTABLE ACQUISITIONS: FURNITURE OWNED BY AYN RAND DURING HER LIFETIME; THE PETER SCHWARTZ PAPERS; AND THE EARLY BUSINESS RECORDS OF THE INTELLECTUAL ACTIVIST NEWSLETTER. THE ARI ESTORE (ESTORE.AYNRAND.ORG) CONTINUED TO SELL HUNDREDS OF DOWNLOADABLE RECORDINGS ON OBJECTIVISM AND RELATED TOPICS. IN FY2022, THE NUMBER OF DIGITAL COURSES AND LECTURES SOLD TOTALED OVER 300 ITEMS, IN ADDITION TO OVER 500 BOOKS SOLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,572,346 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAL TSFANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492226550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HUTTON CENTRE DRIVE SUITE 600 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HARRY BINSWANGER | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM BROWN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ALLISON | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY SALZMAN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MAYHEW | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| TARA SMITH | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| YARON BROOK | ||||||||
| CHAIRMAN OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) | |
| TAL TSFANY | ||||||||
| PRESIDENT & CEO, MEMBER | 45.00 | Yes (X) | $583,648 | $0 | $12,148 | 2.00 | Yes (X) | |
| ONKAR GHATE | ||||||||
| CHIEF PHIL. OFFICER | 45.00 | Yes (X) | $204,017 | $0 | $12,077 | 2.00 | Yes (X) | |
| MARIA TORRE | ||||||||
| CONTROLLER | 45.00 | $97,275 | $0 | $9,431 | 10.00 | Yes (X) | ||
| JUDY LU | ||||||||
| CONTROLLER | 1.00 | $15,923 | $0 | $563 | Yes (X) | |||
| KEITH LOCKITCH | ||||||||
| VP OF ED. & SR. FELLOW | 45.00 | $154,245 | $0 | $8,657 | Yes (X) | |||
| ANU SEPPALA | ||||||||
| DIRECTOR CULTURAL OUTREACH | 45.00 | $124,118 | $0 | $16,492 | Yes (X) | |||
| CARLA SILK | ||||||||
| CHIEF OPERATING OFFICER | 45.00 | $226,465 | $0 | $9,618 | Yes (X) | |||
| ELAN JOURNO | ||||||||
| VP OF CONTENT & SR. FELLOW | 45.00 | $164,275 | $0 | $9,799 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,569,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,785 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAIZENNOVATIONS LLC | |||||
| 1495 SPALDING DRIVE | ATLANTA | GA | 30350 | SOFTWARE DEVELOPMENT & MARKETING | $250,000 |
| IDEATION MARKETING GROUP LLC | |||||
| 25731 SAXON WAY | LAKE FOREST | CA | 92630 | IT/WEBSITE & DIGITIZATION | $177,092 |
| BROOK MEDIA AND CONSULTING LLC | |||||
| 53 CALLE PALMERAS | SAN JUAN | PR | 00901 | SPEAKER ENGAGEMENTS | $134,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $17,283,939 | AllOtherContributionsAmt |
| Noncash Contributions | $3,422,673 | NoncashContributionsAmt |
| Total Contributions | $17,283,939 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE | 611710 | $359,503 | $359,503 |
| TUITION INCOME | 611710 | $200,441 | $200,441 |
| BOOK | 451211 | $27,530 | $27,530 |
| PROFESSIONAL OUTREACH | 611710 | $2,750 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $590,224 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35 | TotalRevenueColumnAmt |
| Exclusion | $35 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,674 | TotalRevenueColumnAmt |
| Exclusion | $7,674 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $176,814 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $176,814 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,814 | TotalRevenueColumnAmt |
| Exclusion | $176,814 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,628,307 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,628,307 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $476,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $476,427 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $476,427 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,535,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,066,651 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $184,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,368 | TotalAmt |
| Program Services | $130,368 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,205 | TotalAmt |
| Program Services | $89,205 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,509 | TotalAmt |
| Program Services | $365,509 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,569 | TotalAmt |
| Program Services | $682,145 | ProgramServicesAmt |
| Management And General | $80,803 | ManagementAndGeneralAmt |
| Fundraising | $368,621 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,875 | TotalAmt |
| Program Services | $922,555 | ProgramServicesAmt |
| Management And General | $9,320 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394,519 | TotalAmt |
| Program Services | $2,138,295 | ProgramServicesAmt |
| Management And General | $236,193 | ManagementAndGeneralAmt |
| Fundraising | $20,031 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,239 | TotalAmt |
| Program Services | $64,276 | ProgramServicesAmt |
| Management And General | $3,754 | ManagementAndGeneralAmt |
| Fundraising | $6,209 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,865 | TotalAmt |
| Program Services | $269,966 | ProgramServicesAmt |
| Management And General | $15,448 | ManagementAndGeneralAmt |
| Fundraising | $26,451 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,919 | TotalAmt |
| Program Services | $240,927 | ProgramServicesAmt |
| Management And General | $13,096 | ManagementAndGeneralAmt |
| Fundraising | $24,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,099 | TotalAmt |
| Program Services | $4,806 | ProgramServicesAmt |
| Management And General | $142,483 | ManagementAndGeneralAmt |
| Fundraising | $88,810 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,198 | TotalAmt |
| Program Services | $83,710 | ProgramServicesAmt |
| Management And General | $18,629 | ManagementAndGeneralAmt |
| Fundraising | $10,859 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,201 | TotalAmt |
| Program Services | $1,335,598 | ProgramServicesAmt |
| Management And General | $207,037 | ManagementAndGeneralAmt |
| Fundraising | $14,566 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,943 | TotalAmt |
| Program Services | $46,943 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,299 | TotalAmt |
| Program Services | $241,497 | ProgramServicesAmt |
| Management And General | $16,808 | ManagementAndGeneralAmt |
| Fundraising | $17,994 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,050 | TotalAmt |
| Program Services | $13,316 | ProgramServicesAmt |
| Management And General | $1,684 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,014 | TotalAmt |
| Program Services | $13,014 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,828 | TotalAmt |
| Program Services | $4,139 | ProgramServicesAmt |
| Management And General | $11,689 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,612 | TotalAmt |
| Program Services | $249,660 | ProgramServicesAmt |
| Management And General | $46,675 | ManagementAndGeneralAmt |
| Fundraising | $9,277 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,085 | TotalAmt |
| Program Services | $689,790 | ProgramServicesAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
| Fundraising | $260 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,678 | TotalAmt |
| Program Services | $25,539 | ProgramServicesAmt |
| Management And General | $13,550 | ManagementAndGeneralAmt |
| Fundraising | $2,589 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,022 | TotalAmt |
| Program Services | $328,932 | ProgramServicesAmt |
| Management And General | $187,694 | ManagementAndGeneralAmt |
| Fundraising | $33,396 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,552 | TotalAmt |
| Program Services | $24,196 | ProgramServicesAmt |
| Management And General | $11,845 | ManagementAndGeneralAmt |
| Fundraising | $2,511 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS | $536,726 | $536,397 | $134 | $195 |
| OUTREACH | $88,479 | $54,044 | $17,012 | $17,423 |
| TAXES, LICENSES, FEES | $47,930 | $3,636 | $5,260 | $39,034 |
| COMPUTER HARDWARE & EQU | $10,120 | $6,092 | $4,028 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,791 | TotalAmt |
| Program Services | $7,791 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,298,695 | TotalAmt |
| Program Services | $8,572,346 | ProgramServicesAmt |
| Management And General | $1,043,177 | ManagementAndGeneralAmt |
| Fundraising | $683,172 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,256 | BOYAmt |
| EOY | $804,619 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,605 | BOYAmt |
| EOY | $6,021,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,630 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,883 | BOYAmt |
| EOY | $498,177 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,925 | BOYAmt |
| EOY | $443,805 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,346 | BOYAmt |
| EOY | $258,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,624,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $722,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,384 | BOYAmt |
| EOY | $1,902,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,777 | BOYAmt |
| EOY | $68,307 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,464,657 | BOYAmt |
| EOY | $17,958,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,617,463 | BOYAmt |
| EOY | $27,956,120 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,325 | BOYAmt |
| EOY | $1,533,894 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $560,922 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,398,280 | BOYAmt |
| EOY | $4,303,926 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,638,605 | BOYAmt |
| EOY | $6,398,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,546,565 | BOYAmt |
| EOY | $21,234,664 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,293 | BOYAmt |
| EOY | $322,714 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,978,858 | BOYAmt |
| EOY | $21,557,378 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,617,463 | BOYAmt |
| EOY | $27,956,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,236,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$766,205 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $108,307 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,374,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,468,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,821,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,652,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,283,939 | CurrentTaxYearAmt |
| Total | $59,601,406 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,374,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,468,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,821,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,652,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,283,939 | CurrentTaxYearAmt |
| Total | $59,601,406 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,438,688 | SubstantialContributorsTotAmt |
| Public Support Total170 | $45,162,718 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,523 | CurrentTaxYearAmt |
| Total | $203,130 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,680 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,680 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $476,427 | CurrentTaxYearAmt |
| Total | $858,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,675,988 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,257,365 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79910 | 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 | EMPLOYEE RETENTION CREDIT - 2017 AMOUNT: $ 1,910. 2019 AMOUNT: $ 4,906. 2020 AMOUNT: $ 311,939. 2021 AMOUNT: $ 476,427. GAIN / LOSS - 2017 AMOUNT: $ 13,743. 2018 AMOUNT: $ 31,157. 2020 AMOUNT: $ 0. ROYALTY INCOME - 2017 AMOUNT: $ 11,309. 2018 AMOUNT: $ 7,381. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,076 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$153,076 | InvestmentEarningsOrLossesAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,053 | DepreciationAmt |
| Book Value | $124,915 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,191 | DepreciationAmt |
| Book Value | $16,429 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,331,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $569,784 | DepreciationAmt |
| Book Value | $1,761,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,902,674 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| 457(B) PARTICIPANT INTEREST IN ACCOUNTS | $1,096,703 |
| BENEFICIAL INTEREST IN INSURANCE | $52,878 |
| DEPOSITS AND OTHER ASSETS | $149,435 |
| ARI RESERVE FUND (HB&T) | $11,451,671 |
| POOLED INCOME BOND FUND | $207,304 |
| WFB CHARITY GIFT ANNUITY | $107,343 |
| WFB RESERVE TRUST NON-RESTRICTED | $1,843,374 |
| WFB RESERVE TRUST RESTRICTED | $97,965 |
| INVESTMENT IN DST | $2,951,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,958,648 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 457(B) PARTICIPANT INTEREST | $1,096,703 |
| GIFT ANNUITY OBLIGATION | $1,586,960 |
| REFUNDABLE DEPOSIT | $16,074 |
| OPERATING LEASE LIABILITIES | $1,604,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,303,926 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,768,908 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$766,205 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$766,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,535,113 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,535,113 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $0 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE INSTITUTE HAS COLLECTIONS THAT ARE HOUSED IN THE AYN RAND ARCHIVES, A SPECIAL COLLECTION OF THE AYN RAND INSTITUTE, WHICH INCLUDE AYN RAND PAPERS AS WELL AS OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE AND WORKS OF ARTS. IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, THESE ITEMS ARE NOT CAPITALIZED ON THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | THE AYN RAND ARCHIVES CONSIST OF TWO MAJOR HOLDINGS: THE AYN RAND PAPERS AND THE SPECIAL COLLECTIONS. THE AYN RAND PAPERS COMPRISES THE PERSONAL PAPERS AND EFFECTS LEFT BY AYN RAND AT HER DEATH IN 1982. THIS COLLECTION INCLUDES MANUSCRIPTS, NOTES AND OUTLINES, BUSINESS AND PERSONAL CORRESPONDENCE, PHILOSOPHIC JOURNALS, RESEARCH FILES, MARGINALIA, CLIPPINGS, PHOTOGRAPHS, CALENDARS, ADDRESS BOOKS, PHONOGRAPH RECORDS, MEMORABILIA, AND RECORDED INTERVIEWS AND SPEECHES. ALSO INCLUDED IS MICROFILM OF THE AYN RAND PAPERS AT THE LIBRARY OF CONGRESS. THESE PAPERS ARE DRAFTS, TYPESCRIPTS AND GALLEYS OF HER NOVELLA, ANTHEM, AND HER THREE NOVELS, WE THE LIVING, THE FOUNTAINHEAD, AND ATLAS SHRUGGED, PLUS SOME ADMINISTRATIVE MATERIAL. THE SPECIAL COLLECTIONS IS AN ONGOING COLLECTION OF AYN RAND-RELATED MATERIAL ACQUIRED SINCE HER DEATH. IT INCLUDES RECORDINGS OF AYN RAND'S RADIO PROGRAMS, LECTURES AND INTERVIEWS, ORAL HISTORY INTERVIEWS, RUSSIAN ACADEMIC AND LEGAL DOCUMENTS, TRANSLATIONS OF HER WORK, BIOGRAPHICAL AND PHILOSOPHICAL ARTICLES ABOUT AYN RAND, REVIEWS AND PRESS MENTIONS, SCREENPLAYS, CORRESPONDENCE, OBJECTIVIST PERIODICALS, AND MATERIALS FROM OBJECTIVIST ORGANIZATIONS. THE MISSION OF THE AYN RAND ARCHIVES IS TO ACQUIRE, PRESERVE AND MAKE AVAILABLE AYN RAND'S REMAINING PAPERS AND RELATED DOCUMENTS TO SERIOUS SCHOLARS AND GENERAL WRITERS. BY ACQUIRING HOLDINGS, CONDUCTING RESEARCH AND PROVIDING ACCESS, THE ARCHIVES PRESERVES AND MAKES AVAILABLE THE PHYSICAL EVIDENCE OF AYN RAND'S ACHIEVEMENT AND INFLUENCE. |
| PART X, LINE 2: | THE INSTITUTE IS A PUBLIC CHARITY THAT HAS OBTAINED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SIMILAR CODE SECTIONS FOR EACH STATE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE INSTITUTE IS SUBJECT, HOWEVER, TO FEDERAL AND CALIFORNIA INCOME TAXES ON UNRELATED BUSINESS TAXABLE INCOME AS STIPULATED IN INTERNAL REVENUE CODE SECTION 511 AND REGULATION SECTION 1.511. THE INSTITUTE ANNUALLY EVALUATES TAX POSITIONS AS PART OF THE PREPARATION OF ITS EXEMPT TAX RETURN. THIS PROCESS INCLUDES AN ANALYSIS OF WHETHER TAX POSITIONS THE INSTITUTE TAKES WITH REGARD TO A PARTICULAR ITEM OF INCOME OR DEDUCTION WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER CURRENT ACCOUNTING GUIDANCE. THE INSTITUTE BELIEVES THAT ITS TAX POSITIONS ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE INSTITUTE'S POLICY IS TO RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. AT SEPTEMBER 30, 2022, THE INSTITUTE DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. THE INSTITUTE IS NO LONGER SUBJECT TO US FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS ENDED BEFORE 2018. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | ESSAY CONTEST PRIZES | $3,100 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | ESSAY CONTEST PRIZES | $3,125 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | ESSAY CONTEST PRIZES | $25 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | ESSAY CONTEST PRIZES | $50 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO | ESSAY CONTEST PRIZES | $50 |
| 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 | $6,350 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,350 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | TO PROVIDE LOCAL OUTREACH THROUGH SPEAKING EVENTS, FREE BOOKS AND ESSAY CONTESTS, STUDENT CLUBS | $158,656 | WIRE | $0 |
| SOUTH AMERICA | TO PROVIDE LOCAL OUTREACH THROUGH SPEAKING EVENTS, FREE BOOKS AND ESSAY CONTESTS, STUDENT CLUBS | $90,015 | WIRE | $0 |
| EUROPE | LOCAL OUTREACH THROUGH SPEAKING EVENTS AND MEETUPS | $80,000 | WIRE | $0 |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 4 | $4,208 | WIRE |
| SCHOLARSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 36 | $20,910 | WIRE |
| SCHOLARSHIP | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 1 | $1,232 | WIRE |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 3 | $4,137 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURES VARY DEPENDING ON THE TYPE OF GRANT. SCHOLARSHIP AND ESSAY CONTEST PRIZES DO NOT REQUIRE MONITORING, AS THERE ARE NO ONGOING CONDITIONS AFTER THE SCHOLARSHIP/PRIZE IS AWARDED. GRANTS ARE PROVIDED TO ARI-ISRAEL AS DONATIONS ARE EARMARKED FOR THIS SPECIFIC RESTRICTION, THE FUNDS ARE REMITTED. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AUSTIN SHAKESPEARE FESTIVAL | |||||||
| PO BOX 4589 | AUSTIN | TX | 78765 | 742420367 | $20,368 | $0 | PRODUCE A PERFORMANCE OF SCENES FROM AYN RAND'S SCREENPLAY |
| WE THE LIVING RESTORATION PROJECT | |||||||
| 125 HIGHLAND FOREST DR | LAKE WYLIE | SC | 29710 | 125303020 | $110,000 | $0 | HELP RESTORE AND PROMOTE THE WE THE LIVING: THE 80TH ANNIVERSORY EDITION MOVIE/FILM |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDY GRANTS | 3 | $33,256 |
| SCHOLARSHIPS | 33 | $33,444 |
| ESSAY PRIZES | 139 | $22,505 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURES VARY DEPENDING ON THE TYPE OF GRANT. SCHOLARSHIPS AND ESSAY CONTEST PRIZES DO NOT REQUIRE MONITORING, AS THERE ARE NO ONGOING CONDITIONS AFTER THE SCHOLARSHIP/PRIZE IS AWARDED. LONG-TERM GRANTS SUCH AS STUDY GRANTS ARE REVIEWED AT LEAST ANNUALLY, DEPENDING ON THE GRANT TERMS. GRANTEES ARE REQUIRED TO SUBMIT REGULAR PROGRESS REPORTS, TYPICALLY ON A QUARTERLY BASIS. |
| PART III LINE 2 | SCHOLARSHIPS DO NOT REQUIRE MONITORING, AS THERE ARE NO ONGOING CONDITIONS AFTER IT HAS BEEN AWARDED |
| PART III LINE 1 | STUDY GRANTS, WHICH ARE LONG-TERM, ARE REVIEWED ANNUALLY, DEPENDING ON THE GRANT TERM. GRANTEES ARE REQUIRED TO SUBMIT REGULAR PROGRESS REPORTS, TYPICALLY ON A QUARTERLY BASIS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TAL TSFANY | ||||||||||||||
| PRESIDENT & CEO, MEMBER | $333,648 | $0 | $250,000 | $0 | $0 | $0 | $3,000 | $0 | $9,148 | $0 | $595,796 | $0 | $0 | $0 |
| CARLA SILK | ||||||||||||||
| CHIEF OPERATING OFFICER | $201,465 | $0 | $25,000 | $0 | $0 | $0 | $3,000 | $0 | $6,618 | $0 | $236,083 | $0 | $0 | $0 |
| ONKAR GHATE | ||||||||||||||
| CHIEF PHIL. OFFICER | $179,017 | $0 | $25,000 | $0 | $0 | $0 | $3,000 | $0 | $9,077 | $0 | $216,094 | $0 | $0 | $0 |
| ELAN JOURNO | ||||||||||||||
| VP OF CONTENT & SR. FELLOW | $149,275 | $0 | $15,000 | $0 | $0 | $0 | $3,000 | $0 | $6,799 | $0 | $174,074 | $0 | $0 | $0 |
| KEITH LOCKITCH | ||||||||||||||
| VP OF ED. & SR. FELLOW | $139,245 | $0 | $15,000 | $0 | $0 | $0 | $3,000 | $0 | $5,657 | $0 | $162,902 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE III | FormAndLineReferenceDesc |
| Explanation | SALARY IS DETERMINED BY THE BOARD, CONSIDERING FACTORS SUCH AS SALARY, SURVEYS AND COMPARABLE ORGANIZATIONS | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YARON BROOK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CHARIMAN OF THE BOARD | RelationshipDescriptionTxt |
| Transaction | $132,896 | TransactionAmt |
| Transaction | CONSULTING AND SPEAKING SERVICES WITH BROOK MEDIA | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,989,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,433,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. WE COMPLETE A REVIEW OF THE PRIOR YEAR RETURN FOR SIGNIFICANT CHANGES AND REVIEW OUR FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER & DIRECTOR ANNUALLY SIGNS AN ACKNOWLEDGMENT STATING THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. GOVERNANCE COMMITTEE HAS A REVIEW PROCEDURE FOR BUSINESS DEALINGS AMONG BOARD MEMBERS AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR THE EXECUTIVE DIRECTOR, THE BOARD DETERMINES THE SALARY, CONSIDERING FACTORS SUCH AS SALARY SURVEYS AND COMPARABLE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,335,598. MANAGEMENT AND GENERAL EXPENSES 207,037. FUNDRAISING EXPENSES 14,566. TOTAL EXPENSES 1,557,201. |
| FORM 990, PART XII, LINE 2C | PROCESS THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHEM FOUNDATION FOR OBJECTIVIST SCHOLARSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HUTTON CENTRE DRIVE 600 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912145352 | EIN |
| Primary Activities | EDUCATION GRANTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHEM FOUNDATION FOR OBJECTIVIST SCHOLARSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $4,952 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |