ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY (EIN 38-2926822)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-01
- IRS object ID
- 202202139349300695
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T12:04:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Avenue Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382926822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Acton Institute for the Study of | BusinessNameLine1Txt |
| Business Name Line2 | Religion and Liberty | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTO | BusinessNameControlTxt |
| Phone | 6164543080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 E Fulton St 101 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kris Mauren | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6164543080 | PhoneNum |
| Signature | 2022-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kris | PersonFirstNm |
| Person Last | Mauren | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daren Daiga | PreparerPersonNm |
| PTIN | P01074795 | PTIN |
| Phone | 5055022746 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kris Mauren | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 E Fulton St 101 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,364,788 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.acton.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | To promote a free and virtuous society characterized by individual liberty | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $763,390 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $662,135 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,177,879 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,007,762 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,580 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $200,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $569,891 | PYInvestmentIncomeAmt |
| CY Investment Income | $866,768 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,531 | PYOtherRevenueAmt |
| CY Other Revenue | -$101,452 | CYOtherRevenueAmt |
| PY Total Revenue | $8,804,881 | PYTotalRevenueAmt |
| CY Total Revenue | $14,973,316 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $360,377 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $371,076 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,177,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,530,016 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,003 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,059,629 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,547,308 | PYOtherExpensesAmt |
| CY Other Expenses | $3,863,346 | CYOtherExpensesAmt |
| PY Total Expenses | $7,085,503 | PYTotalExpensesAmt |
| CY Total Expenses | $7,787,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,719,378 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,185,875 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,578,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,417,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $366,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,936,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,211,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,481,115 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Acton Institute is to promote a free and virtuous society characterized by individual liberty and sustained by religious principles. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,221,928 | ExpenseAmt |
| Grant | $137,374 | GrantAmt |
| Revenue | $110,664 | RevenueAmt |
| Desc | Education:The Education Department of the Acton Institute seeks to equip current and future leaders in business, education, and religion through quality educational programming to understand the moral basis for a free economy that creates an environment in which all have the opportunity to flourish. These programs are open to all who are interested, but special consideration is given to those with a proven track record of effectuating change and influencing those in their institutions, communities, and denominations both nationally and internationally.The Institute's educational programming includes both large and small conferences. Acton's flagship event, Acton University, an annual four-day conference that explores the foundations of a free society, drew over 1,000 participants from more than 60 nations in 2019. In 2020 and 2021, the event was held virtually due to COVID-19 with over 3,200 people from 86 countries participated. Many of those who attend Acton Institute conferences, including Acton University, receive financial support to cover expenses such as room and board, conference fees, and travel in cases of need. The staff of the Education Department also invests considerable time in cultivating ecumenical networks of religious leaders, students, educators, and businesspeople in order to expand the Institute's reach, develop strategic partnerships, and remain connected to the needs and demands of the Institute's constituencies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,585,809 | ExpenseAmt |
| Grant | $80,520 | GrantAmt |
| Revenue | $146,714 | RevenueAmt |
| Desc | General Education and Communications:The Institute reaches out to business leaders, policymakers, students, and religious and community leadership groups through lectures, media products, web and social media, and various writings. The 2021 annual dinner celebrating 31 years of the Acton Institute was held in Grand Rapids to promote outreach and to thank supporters for their partnership. The dinner and program festivities included discourse with prominent public speakers and Institute supporters. Over 800 participated, representing many states and several foreign countries. After a hiatus due to COVID-19 restrictions, our normal busy slate of activities and events resumed in our local facility for discussions of a variety of topics related to our work, including our flagship Acton Lecture Series. Acton Institute also operates a bookstore to promote and sell its own publications, in addition to outside publications, related to our mission and program outreach areas. These educational materials were sold, distributed and exhibited at a variety of events throughout the world.Our rich and robust web presence centers on the Acton website (www.acton.org), and includes other Acton sites such as the PowerBlog as well as a great deal of current and historical Acton-produced content. The Institute has a broad and growing presence in social media. This platform has steadily increased the scope and frequency of Acton's outreach to the general public.The Communications Department manages the growing family of Acton websites, blog, podcasts, and social media which use leading technology to integrate text, audio, and video content in easily accessible formats and venues to promote Acton's message to web users. It publishes the print and digital editions of Religion & Liberty, Acton Notes, and the weekly email newsletter, Acton News & Commentary. The Communications Department also connects Acton experts with print and broadcast journalists covering faith and policy issues. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,317,019 | ExpenseAmt |
| Grant | $153,182 | GrantAmt |
| Revenue | $23,810 | RevenueAmt |
| Desc | Research:The Institute's academic investigations are conducted by its Research Department. This work centers on political economy, theology, economics, philosophy, and history, among other topics. Additionally, the materials and research produced at the Acton Institute are delivered locally in Grand Rapids as well as at national and international conferences with the goal of reaching the scholarly community at large.The Research Department publishes books, journals, monographs and occasional papers, and its staff regularly publishes books with external publishing houses. The Journal of Markets & Morality is a semi-annual refereed journal that provides a forum for scholars from many disciplines to engage issues concerning the morality of the marketplace. The Christian Social Thought Series examines, in each volume, a key economic issue facing Christians. Non-Christians have also written articles and books addressing relevant themes of interest to the Acton Institute. The Research Department also manages Acton's academic scholarship programs. Fellowships are awarded to provide financial assistance, in the form of academic fellowships and travel grants, to promising doctoral candidates, graduate students, and seminarians who are advancing an understanding of the connection between economic liberty and religious values. The annual Novak Award recipient is presented with a prize to acknowledge and reward new research on the relationship between religion, economic freedom, and the free and virtuous society.Lastly, the Research Department manages a number of programs, including (1) small specific conferences for scholars and graduate students that mostly are held in Grand Rapids, (2) larger conferences for scholars, graduate students, public intellectuals and leading religious figures, and (3) overseeing the scholarly and programmatic outreach of Acton's Rome office.Internationally, we have held conferences on various topics such as economic liberty, economic history, poverty and development, Catholic social teaching, Protestant social thought, Judaism and the economy, property rights, monetary policy, and limited government. Our office in Rome also hosts regular lectures and small conferences at the office. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $796,324 | ExpenseAmt |
| Desc | Media:The Media Department promotes Acton's message through various media products and outlets. The distribution of our feature-length films continued across the U.S. and internationally, including translation into several languages. Acton's media products were distributed with a focus on digital platforms. They can be found on familiar platforms such as Amazon, Netflix, and iTunes. A curriculum and related website about enterprise solutions to poverty in the developing world (PovertyCure) continued to be promoted. Many schools and universities have incorporated this resource into their curriculums. The project seeks to build a network of likeminded organizations as well as to promote a proper understanding of the human person and society. The media projects will encourage solutions that create opportunity and unleash the entrepreneurial spirit. Acton's documentary Poverty, Inc. has earned more than 45 film festival awards to date, including the $100,000 Templeton Freedom Award. The film has screened more than 500 times in 28 countries.Production on Acton's newest documentary film The Hong Konger commenced in 2021 with scheduled completion and release for 2022. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $796,324 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $5,921,080 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom Vogt | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164543080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 E Fulton St 101 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Kris Mauren | ||||||||
| President | 50.00 | Yes (X) | Yes (X) | $263,210 | $0 | $29,828 | ||
| Rev Robert A Sirico | ||||||||
| President Emeritus | 50.00 | Yes (X) | Yes (X) | $269,800 | $0 | $4,000 | ||
| David Humphreys | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Frank Hanna III | ||||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JC Huizenga | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Kennedy III | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Muraski | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nathaniel Fischer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Crowe | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kyle Bode | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Leslie Graves | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David A Durell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nathan Bond | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rick DeVos | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Vogt | ||||||||
| Director of Finance | 50.00 | Yes (X) | $99,208 | $0 | $26,550 | |||
| Stephen Barrows | ||||||||
| Chief Operating Officer | 50.00 | $166,912 | $0 | $27,295 | Yes (X) | |||
| Alejandro Chafuen | ||||||||
| Managing Director of International | 50.00 | $168,130 | $0 | $27,770 | Yes (X) | |||
| Sam Gregg | ||||||||
| Director of Research | 50.00 | $172,646 | $0 | $4,454 | Yes (X) | |||
| Eric Kohn | ||||||||
| Director of Communications | 50.00 | $122,006 | $0 | $21,949 | Yes (X) | |||
| Michael Miller | ||||||||
| Director of Media | 50.00 | $109,410 | $0 | $29,028 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,371,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $170,874 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| Bluewater Technologies Group Inc | |||||
| 30303 Beck Road | Wixom | MI | 48393 | Event Media Production | $483,171 |
| Crossfire Productions Inc | |||||
| 3030 Maplevale Ct | Grandville | MI | 49418 | Film Production | $249,352 |
| Iron Light Inc | |||||
| 300 S Riverside Plaza Suite 1625 | Chicago | IL | 60606 | Marketing & Promotion | $166,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $269,782 | FundraisingAmt |
| Government Grants | $253,236 | GovernmentGrantsAmt |
| All Other Contributions | $13,484,744 | AllOtherContributionsAmt |
| Noncash Contributions | $523,977 | NoncashContributionsAmt |
| Total Contributions | $14,007,762 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Research | 900099 | $66,793 | $66,793 |
| Education | 900099 | $65,764 | $65,764 |
| Gen. Edu/Comm. | 900099 | $23,810 | $23,810 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,871 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,871 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $200,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $832,614 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $763,390 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,224 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,262 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,012 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,012 | TotalRevenueColumnAmt |
| Exclusion | -$5,012 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,992 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,838 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,154 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,154 | TotalRevenueColumnAmt |
| Exclusion | $34,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $269,782 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $238,040 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$177,390 | TotalRevenueColumnAmt |
| Exclusion | -$177,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $94,282 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,332 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,950 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,973,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $763,390 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$79,024 | 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 | $289,540 | TotalAmt |
| Program Services | $289,540 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,444 | TotalAmt |
| Program Services | $20,444 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,092 | TotalAmt |
| Program Services | $61,092 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,842 | TotalAmt |
| Program Services | $592,084 | ProgramServicesAmt |
| Management And General | $145,273 | ManagementAndGeneralAmt |
| Fundraising | $151,485 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,069,652 | TotalAmt |
| Program Services | $1,540,894 | ProgramServicesAmt |
| Management And General | $148,363 | ManagementAndGeneralAmt |
| Fundraising | $380,395 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,442 | TotalAmt |
| Program Services | $121,441 | ProgramServicesAmt |
| Management And General | $16,718 | ManagementAndGeneralAmt |
| Fundraising | $30,283 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,545 | TotalAmt |
| Program Services | $156,121 | ProgramServicesAmt |
| Management And General | $21,493 | ManagementAndGeneralAmt |
| Fundraising | $38,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,535 | TotalAmt |
| Program Services | $134,486 | ProgramServicesAmt |
| Management And General | $18,514 | ManagementAndGeneralAmt |
| Fundraising | $33,535 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,059 | TotalAmt |
| Program Services | $2,041 | ProgramServicesAmt |
| Management And General | $3,018 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,922 | TotalAmt |
| Program Services | $4,678 | ProgramServicesAmt |
| Management And General | $47,244 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,003 | TotalAmt |
| Fundraising | $23,003 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,614,181 | TotalAmt |
| Program Services | $1,488,321 | ProgramServicesAmt |
| Management And General | $15,452 | ManagementAndGeneralAmt |
| Fundraising | $110,408 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,663 | TotalAmt |
| Program Services | $184,663 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,121 | TotalAmt |
| Program Services | $230,718 | ProgramServicesAmt |
| Management And General | $22,458 | ManagementAndGeneralAmt |
| Fundraising | $147,945 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,528 | TotalAmt |
| Program Services | $145,630 | ProgramServicesAmt |
| Management And General | $12,143 | ManagementAndGeneralAmt |
| Fundraising | $8,755 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,337 | TotalAmt |
| Program Services | $140,989 | ProgramServicesAmt |
| Management And General | $30,101 | ManagementAndGeneralAmt |
| Fundraising | $18,247 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,816 | TotalAmt |
| Program Services | $142,342 | ProgramServicesAmt |
| Management And General | $27,070 | ManagementAndGeneralAmt |
| Fundraising | $27,404 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,132 | TotalAmt |
| Program Services | $103,865 | ProgramServicesAmt |
| Management And General | $15,376 | ManagementAndGeneralAmt |
| Fundraising | $4,891 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,109 | TotalAmt |
| Program Services | $225,159 | ProgramServicesAmt |
| Management And General | $107,715 | ManagementAndGeneralAmt |
| Fundraising | $45,235 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,699 | TotalAmt |
| Program Services | $15,959 | ProgramServicesAmt |
| Management And General | $4,546 | ManagementAndGeneralAmt |
| Fundraising | $2,194 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment | $139,818 | $120,122 | $11,991 | $7,705 |
| Tax on UBI | $102,740 | $102,740 | ||
| Meals and Entertainment | $25,192 | $20,934 | $1,567 | $2,691 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,029 | TotalAmt |
| Program Services | $179,557 | ProgramServicesAmt |
| Management And General | $54,950 | ManagementAndGeneralAmt |
| Fundraising | $26,522 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,787,441 | TotalAmt |
| Program Services | $5,921,080 | ProgramServicesAmt |
| Management And General | $806,732 | ManagementAndGeneralAmt |
| Fundraising | $1,059,629 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,243,436 | BOYAmt |
| EOY | $4,418,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,900 | BOYAmt |
| EOY | $7,457,506 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,011 | BOYAmt |
| EOY | $3,490,817 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,385 | BOYAmt |
| EOY | $80,063 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,975 | BOYAmt |
| EOY | $35,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,594 | BOYAmt |
| EOY | $250,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,479,295 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,362,983 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,410,561 | BOYAmt |
| EOY | $6,116,312 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,687,424 | BOYAmt |
| EOY | $4,539,969 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,966,400 | BOYAmt |
| EOY | $4,028,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,578,686 | BOYAmt |
| EOY | $30,417,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,961 | BOYAmt |
| EOY | $457,633 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,478,891 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,961 | BOYAmt |
| EOY | $3,936,524 | 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 | $14,272,684 | BOYAmt |
| EOY | $16,330,253 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,939,041 | BOYAmt |
| EOY | $10,150,862 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,211,725 | BOYAmt |
| EOY | $26,481,115 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,578,686 | BOYAmt |
| EOY | $30,417,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,185,875 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,413,220 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$329,705 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 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 | $9,563,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,877,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,603,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,177,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,007,762 | CurrentTaxYearAmt |
| Total | $50,230,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,563,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,877,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,603,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,177,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,007,762 | CurrentTaxYearAmt |
| Total | $50,230,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,013,923 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,216,336 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,474 | CurrentTaxYearAmt |
| Total | $835,944 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $458,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $660,649 | CurrentTaxYearAmt |
| Total | $2,212,705 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,650 | CurrentTaxYearAmt |
| Total | $319,591 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,598,499 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,056,941 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60730 | 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 | Miscellaneous Revenue - 2017 Amount: $ 46,031. Special Events - 2017 Amount: $ 73,000. 2018 Amount: $ 75,075. 2019 Amount: $ 58,525. 2020 Amount: $ 6,310. 2021 Amount: $ 60,650. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $643,047 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,354 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,216 | GrantsOrScholarshipsAmt |
| End Year Balance | $705,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $572,429 | BeginningYearBalanceAmt |
| Contributions | $12,809 | ContributionsAmt |
| Investment Earnings Or Losses | $79,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,936 | GrantsOrScholarshipsAmt |
| End Year Balance | $643,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $510,261 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,429 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,261 | GrantsOrScholarshipsAmt |
| End Year Balance | $572,429 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $554,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,107 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,951 | GrantsOrScholarshipsAmt |
| End Year Balance | $510,261 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $502,330 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $51,989 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $554,319 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,080,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,080,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,082,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,299,064 | DepreciationAmt |
| Book Value | $4,783,775 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,565,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,349,287 | DepreciationAmt |
| Book Value | $216,293 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,876 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,632 | DepreciationAmt |
| Book Value | $36,244 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,116,312 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Common Stock of Privately Held Corp. | Desc |
| Book Value | $4,028,400 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,028,400 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refundable advance | Desc |
| Amt | $3,478,891 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,478,891 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,562,742 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,413,220 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $479,317 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $26,594 | OtherRevenueAmt |
| Revenue Not Reported | $1,919,131 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,643,611 | RevenueSubtotalAmt |
| Other Revenues Not Included | $329,705 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $329,705 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,973,316 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,293,352 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $479,317 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $26,594 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $505,911 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,787,441 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,787,441 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use for the endowment fund is to support the Novak award. |
| Part XI, Line 2d - Other Adjustments: | Rental expense included on Part VIII, Line 6b 13,262. Cost of goods sold included on Part VIII, Line 10b 13,332. |
| Part XI, Line 4b - Other Adjustments: | Book to tax difference for UBTI reported on Schedule K-1 329,705. |
| Part XII, Line 2d - Other Adjustments: | Rental expense included on Part VIII, Line 6b 13,262. Cost of goods sold included on Part VIII, Line 10b 13,332. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 1 | 2 | Program Services | Education | $182,674 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to Recipients | $13,092 | |
| South America | 0 | 0 | Grants to Recipients | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $243,766 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $243,766 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | South America | RegionTxt |
| Purpose Of Grant | The Acton Institute has established relationships with several international affiliate organizations that share our mission and seek to promote ideas of the Acton Institute. The affiliates are independent organizations that work with Acton to promote the ideas of a free and virtuous society in their own countries and within their own cultural context. Acton provides these affiliates with small grants for conferences, publications, website maintenance, translation, and other activities. | PurposeOfGrantTxt |
| Cash Grant | $26,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Electronic transfer | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Education and travel assistance | South America | 2 | $22,000 | Wire |
| Education and travel assistance | Europe (Including Iceland & Greenland) | 4 | $11,020 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grant recipients are required to submit a written report detailing how the grant funds were used. The reports are reviewed by Acton staff to verify proper use. Some grants relate to Acton sponsored events and can be verified internally. Grant funds may be revoked for use outside of grant purpose. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
| Part III Accounting Method: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optimize Consulting | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 660121 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $23,003 | RetainedByContractorAmt |
| Net To Organization | -$23,003 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $23,003 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$23,003 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Dinner | Event1Nm |
| Gross Receipts Event1 | $330,432 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $269,782 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,650 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $120,684 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $117,356 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $330,432 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $269,782 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,650 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $120,684 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $117,356 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $238,040 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$177,390 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Donor's Trust Inc | ||||||||
| 1800 Diagonal Rd Ste 280 | Alexandria | VA | 22314 | 522166327 | 501(c)(3) | $149,354 | $0 | Organization support |
| Better Way Detroit | ||||||||
| 1452 Hawthorne Dr | Grosse Pointe Woods | MI | 48236 | 844915322 | 501(c)(3) | $50,000 | $0 | Organization support |
| Sacred Heart Parish | ||||||||
| 156 Valley SW | Grand Rapids | MI | 49504 | 381366944 | 501(c)(3) | $30,000 | $0 | Organization support |
| Concordia University Wisconsin | ||||||||
| 12800 N Lake Shore Dr | Mequon | WI | 53807 | 390833608 | 501(c)(3) | $7,500 | $0 | Organization support |
| Calvin University | ||||||||
| 3201 Burton SE | Grand Rapids | MI | 49546 | 383071514 | 501(c)(3) | $6,000 | $0 | Organization support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Novak Award | 1 | $15,000 |
| Research, Fellowship | 1 | $4,970 |
| Travel Scholarships | 1 | $474 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant recipients are required to submit a written report detailing how the grant funds were used. The reports are reviewed by Acton staff to verify proper use. Some grants relate to Acton sponsored events and can be verified internally. Grant funds may be revoked for use outside of grant purpose. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kris Mauren | ||||||||||||||
| President | $243,210 | $0 | $20,000 | $0 | $0 | $0 | $4,000 | $0 | $26,274 | $0 | $293,484 | $0 | $0 | $0 |
| Rev Robert A Sirico | ||||||||||||||
| President Emeritus | $244,800 | $0 | $25,000 | $0 | $0 | $0 | $4,000 | $0 | $550 | $0 | $274,350 | $0 | $0 | $0 |
| Alejandro Chafuen | ||||||||||||||
| Managing Director of International | $160,130 | $0 | $8,000 | $0 | $0 | $0 | $4,000 | $0 | $24,271 | $0 | $196,401 | $0 | $0 | $0 |
| Stephen Barrows | ||||||||||||||
| Chief Operating Officer | $158,912 | $0 | $8,000 | $0 | $0 | $0 | $4,000 | $0 | $23,741 | $0 | $194,653 | $0 | $0 | $0 |
| Sam Gregg | ||||||||||||||
| Director of Research | $164,646 | $0 | $8,000 | $0 | $0 | $0 | $4,000 | $0 | $1,001 | $0 | $177,647 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Kris Mauren utilizes the organization's membership with University Club for bona-fide business purposes to conduct offsite meetings with staff and donors. It is policy to have him reimburse the organization for any personal charges that are not considered bona-fide business expenses. This benefit is treated as nontaxable. |
| Part I, Line 7 | Non-fixed payments in the form of bonuses were given to the following individuals: Robert Sirico, President Emeritus Kris Mauren, President Michael Miller, Director of Media Alejandro Chafuen, Managing Director of International Eric Kohn, Director of Communications Stephen Barrows, Chief Operating Officer Samuel Gregg, Director of Research Tom Vogt, Director of Finance |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $523,977 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The corporation is organized on a membership basis. There are two classes of members: full members and associate members. Only full members are entitled to vote. The full members elect one or more members of the governing body, the Board of Directors. The original members were appointed in the founding documents of incorporation. New members may be added by a two-thirds vote of the full members. The Board of Directors, by unanimous action, may terminate the membership of any member who fails to comply with the bylaws or regulations. |
| Form 990, Part VI, Section A, line 7a | Members have the ability to elect or appoint one or more members of the organization's governing body, the Board of Directors. The bylaws grant members the power to fill vacancies or remove existing directors by a majority vote. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent CPA firm. It is reviewed in detail by the Director of Finance. A draft copy of the Form 990 is electronically provided to the members of the Board of Directors for review prior to filing. In addition, a copy of the Form 990 draft will be available in a secured part of the website. |
| Form 990, Part VI, Section B, line 12c | Officers and board members sign annual conflict of interest statements which are reviewed by the Director of HR and the President. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any decision with regard to matters affected by the relationship. |
| Form 990, Part VI, Section B, line 15 | The Board, along with the Compensation Committee, investigates and determines the compensation package for the President and President Emeritus. The President and Human Resources determine the compensation for all other officers. The process includes comparison to similar organizations and salary surveys as well as analysis of responsibilities and performance. The approval process for the President, President Emeritus and all other officers is documented in the minutes. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are made available upon request. |
| Form 990, Part IX, line 11g | Contracted services: Program service expenses 522,804. Management and general expenses 6,797. Fundraising expenses 78,345. Total expenses 607,946. Other fees: Program service expenses 95,786. Management and general expenses 8,622. Fundraising expenses 16,271. Total expenses 120,679. Media Production Services: Program service expenses 593,506. Management and general expenses 0. Fundraising expenses 0. Total expenses 593,506. Graphics and Design Services: Program service expenses 16,835. Management and general expenses 33. Fundraising expenses 15,042. Total expenses 31,910. Editorial Services: Program service expenses 121,025. Management and general expenses 0. Fundraising expenses 750. Total expenses 121,775. Honorariums: Program service expenses 138,365. Management and general expenses 0. Fundraising expenses 0. Total expenses 138,365. |
| Form 990, Part XI, line 9: | Book to tax difference for UBTI reported on Schedule K-1 -329,705. |