RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-07-28
- IRS object ID
- 202222099349301662
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-28T17:41:45-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454095250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD SUITE 490 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770054631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD REAGAN PRESIDENTIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION AND INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 8055222977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE NO 200 | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY ZUK | PersonNm |
| Person Title | CHIEF FIN. OFFICER | PersonTitleTxt |
| Phone | 8055222977 | PhoneNum |
| Signature | 2022-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERRY | PersonFirstNm |
| Person Last | ZUK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG M FRYE | PreparerPersonNm |
| PTIN | P00090236 | PTIN |
| Phone | 8184610600 | PhoneNum |
| Preparation | 2022-06-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN HEUBUSCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DR | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,269,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REAGANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $17,950 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,303,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,717,222 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,804,675 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,600,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,794,395 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,402,321 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,306,208 | PYOtherRevenueAmt |
| CY Other Revenue | $724,797 | CYOtherRevenueAmt |
| PY Total Revenue | $23,208,280 | PYTotalRevenueAmt |
| CY Total Revenue | $30,444,586 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $601,923 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $506,309 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,399,183 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,321,667 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $150,977 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $71,127 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,132,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,985,671 | PYOtherExpensesAmt |
| CY Other Expenses | $14,668,650 | CYOtherExpensesAmt |
| PY Total Expenses | $26,137,754 | PYTotalExpensesAmt |
| CY Total Expenses | $23,567,753 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,929,474 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,876,833 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $376,200,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,325,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,662,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,069,578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $360,538,257 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $405,255,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. PRESIDENT REAGAN'S MEMORY IS PRESERVED WONDERFULLY AT THE WORLD CLASS MUSEUM LOCATED AT THE REAGAN PRESIDENTIAL LIBRARY, THE LARGEST AND MOST VISITED LIBRARY OF ITS KIND IN THE UNITED STATES. THE REAGAN INSTITUTE PROACTIVELY PROMOTES PRESIDENT REAGAN'S IDEALS AND VISION, AS WELL AS SHARES HIS LEADERSHIP ACCOMPLISHMENTS THAT BROUGHT A COUNTRY TOGETHER AND INSTILLED ENTHUSIASM AND CONFIDENCE AMONG THE AMERICAN PEOPLE. ADDITIONALLY, FOR THE BENEFIT OF GENERATIONS TO COME, THE REAGAN INSTITUTE IS A CENTER FOR YOUTH EDUCATION AND ACADEMIC ALLIANCES, SCHOLARLY WORK, AND SUBSTANTIVE, ISSUE-DRIVEN FORUMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $680,763 | ExpenseAmt |
| Revenue | $439,907 | RevenueAmt |
| Desc | [CENTER OF PUBLIC AFFAIRS]A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY.IN ADDITION TO OUR REGULAR PROGRAMMING, IN FISCAL YEAR WE LAUNCHED OUR TIME FOR CHOOSING SPEAKER SERIES, WHICH IS A FORUM FOR LEADING VOICES IN THE CONSERVATIVE MOVEMENT TO ADDRESS CRITICAL QUESTIONS FACING THE FUTURE OF THE REPUBLICAN PARTY.REAGAN FORUM PARTICIPANTS - IN-PERSON> MICHAEL SMERCONISH (RADIO HOST AND AUTHOR): 9/27/2021> MARK LEVIN (RADIO HOST AND AUTHOR): 8/14/2021> MICHAEL MEDVED (RADIO HOST AND AUTHOR): 7/14/2021 TIME FOR CHOOSING PARTICIPANTS- IN-PERSON> CHRIS CHRISTIE (FORMER GOVERNOR OF NEW JERSEY): 9/9/21> MIKE POMPEO (FORMER SECRETARY OF STATE): 7/26/21> MIKE PENCE (FORMER VICE PRESIDENT OF THE UNITED STATES): 6/24/21> PAUL RYAN (FORMER SPEAKER OF THE HOUSE): 5/26/2021 REAGAN FORUM PARTICIPANTS - VIRTUAL> JEAN BECKER (AUTHOR); 9/23/21> DAVID RUBENSTEIN (AUTHOR); 9/16/21> JOE LONSDALE (VENTURE CAPITALIST); 7/9/21> CHRIS MATTHEWS (TV HOST AND AUTHOR); 7/8/21> ROBERT GATES (FORMER SECRETARY OF DEFENSE); 6/21/21> MARCUS BROTHERTON (AUTHOR); 5/31/21> SEBASTIAN JUNGER (AUTHOR); 5/26/21> SHANNON BREAM (TV HOST AND AUTHOR); 5/8/21> JEFF IMMELT (FORMER CEO OF GE); 4/19/21> KAREN TUMULTY (WASHINGTON POST CONTRIBUTOR); 4/12/21> RAY SHADDICK (FORMER UNITED STATES SECRET SERVICE AGENT); 3/30/21> TIM MCCARTHY (FORMER UNITED STATES SECRET SERVICE AGENT); 3/30/21> RICK AHERN (FORMER WHITE HOUSE ADVANCE STAFF); 3/30/21> DEL QUENTIN WILBUR (AUTHOR); 3/30/21> MARI WILL (FORMER WHITE HOUSE SPEECHWRITER); 3/30/21> DANA PERINO (TV HOST AND AUTHOR); 3/18/21> SYDNEY BARBER (MIDSHIPMAN); 3/11/21> NANCY MACE (CONGRESSWOMAN, SOUTH CAROLINA); 3/8/21> MARTHA MACCALLUM (TV HOST AND AUTHOR); 3/5/21> LEON PANETTA (FORMER SECRETARY OF DEFENSE): 3/5/21> MARK ESPER (FORMER SECRETARY OF DEFENSE): 3/5/21> H.R. MCMASTER (FORMER NATIONAL SECURITY ADVISOR): 3/5/21> LIZ CHENEY (UNITED STATES REPRESENTATIVE, WYOMING); 2/23/21> TIM TEBOW (FORMER FOOTBALL PLAYER); 2/22/21> TOM COTTON (SENATOR, ARKANSAS); 2/18/21> JAMES PATTERSON (AUTHOR); 2/17/21> CONNIE MACK (FORMER SENATOR, FLORIDA); 1/25/21> MARK SALTER (AUTHOR); 2/7/20> DAVE BARRY (SATIRIST); 12/1/20> MARIA BARTIROMO (TV ANCHOR AND AUTHOR); 11/18/20> CANDACE OWENS (AUTHOR); 11/16/20> MIKE POMPEO (FORMER SECRETARY OF STATE); 11/10/20> DOUGLAS GINSBURG (JUDGE); 11/9/20> NATAN SHARANSKY (ISRAELI POLITICIAN); 11/2/20> MATT GAETZ (CONGRESSMAN, FLORIDA); 10/27/20> FRED RYAN (BOARD CHAIRMAN, REAGAN FOUNDATION); 10/23/20> H.R. MCMASTER (FORMER NATIONAL SECURITY ADVISOR): 10/16/20> SEAN SPICER (TV HOST AND AUTHOR); 10/19/20> PETER BAKER AND SUSAN GLASSER (AUTHORS); 10/14/20 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,763,796 | ExpenseAmt |
| Grant | $506,309 | GrantAmt |
| Desc | [PRESIDENTIAL LEARNING CENTER (EDUCATION PROGRAMS) AND RONALD REAGAN INSTITUTE (RRI)]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA.> AIR FORCE ONE DISCOVERY CENTER: OVER 2,000 5TH THROUGH 12TH GRADE STUDENTS PARTICIPATED IN THE LIBRARY'S INTERACTIVE AND IMMERSIVE AIR FORCE ONE DISCOVERY CENTER ONLINE, WITH IN-PERSON TOURS CLOSED DUE TO COVID. DURING THIS EXPERIENCE, STUDENTS PARTICIPATE IN ROLE-PLAYING EXERCISES BASED UPON THE 1983 UNITED STATES RESCUE MISSION OF AMERICAN STUDENTS IN GRENADA TO LEARN HOW GOVERNMENT WORKS AND HOW DECISIONS ARE MADE. STUDENTS TAKE ON THE ROLES OF IMPORTANT FIGURES IN THE REAGAN ADMINISTRATION AND MAKE DECISIONS IN A VIRTUAL OVAL OFFICE.> GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GE, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. IN 2021, MORE THAN 18,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TEN STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. RECIPIENTS PARTICIPATED IN A VIRTUAL SCHOLARS RETREAT DUE TO THE PANDEMIC AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED MORE THAN $7.8 MILLION DOLLARS TO 195 SCHOLARS REPRESENTING 41 HOME STATES.> RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: THIS PROGRAM CELEBRATED ITS 22ND CLASS OF SCHOLARS IN 2021, EXCEEDING$790,000 IN TOTAL FUNDING TO 217 OUTSTANDING STUDENT LEADERS IN VENTURA COUNTY. THE 2021 RECIPIENTS INCLUDED 10 LOCAL HIGH SCHOOL SENIORS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. STUDENTS WERE CELEBRATED DURING A VIRTUAL CEREMONY IN MAY.> GREAT COMMUNICATOR DEBATE SERIES: THE RONALD REAGAN GREAT COMMUNICATOR DEBATE SERIES IS DESIGNED TO DEVELOP PROACTIVE, INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS BY CREATING AND HOSTING A NATIONAL SERIES OF HIGH SCHOOL DEBATES. MORE THAN 500 STUDENTS FROM ACROSS THE COUNTRY COMPETED ONLINE AT SEVEN REGIONAL QUALIFYING TOURNAMENTS, AND THE FOUNDATION PARTNERED WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION TO HOST 16 NATIONAL FINALISTS IN A NATIONAL CHAMPIONSHIP HERE AT THE REAGAN LIBRARY IN JULY. A TOTAL OF $25,000 IN SCHOLARSHIPS WAS AWARDED. MORE THAN 116 SCHOLARS HAVE RECEIVED OVER $300,000 IN FUNDING FROM THIS PROGRAM.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2021, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) CONTINUED TO ENGAGE STUDENTS AND TEACHERS FROM ACROSS THE COUNTRY WITH ITS GOAL OF CULTIVATING INFORMED AND ENGAGED CITIZEN-LEADERS. THE APLC HOSTED PROFESSIONAL DEVELOPMENT OPPORTUNITIES ONLINE IN CONJUNCTION WITH THE GILDER-LEHRMAN INSTITUTE. WE ALSO PARTNERED WITH SEVERAL SOUTHERN CALIFORNIA AND NATIONAL SOCIAL STUDIES ORGANIZATIONS ON A CONSTITUTION DAY EVENT FEATURING FORMER SEC. OF TRANSPORTATION NORM MINETA. WE DISTRIBUTED THOUSANDS OF COPIES OF OUR FREE CURRICULUM ONLINE. FOR STUDENTS, THE APLC HOSTED AN ONLINE MEDAL OF HONOR FORUM, A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD, AND A NUMBER OF REAGANEDU VIRTUAL CHATS.> STUDENT LEADERSHIP PROGRAM: THIS PAST SUMMER, MORE THAN 130 HIGH SCHOOL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD LEARNED HOW EFFECTIVE COMMUNICATION, CIVIC DUTY, AND INFORMED DECISION MAKING ARE ESSENTIAL TO LEADERSHIP. WE HOSTED BOTH A VIRTUAL AND AN IN-PERSON SUMMER CAMP WORKING WITH EDUCATORS, COMMUNITY MENTORS, AND COLLEGE INTERNS TO CREATE THEIR OWN PERSONAL LEADERSHIP ACTION PLAN. STUDENTS GRADUATE FROM THE PROGRAM PREPARED TO MAKE A DIFFERENCE IN THEIR COMMUNITY OR SCHOOL. STUDENT GRADUATES OF THIS PROGRAM HAVE EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS.RONALD REAGAN INSTITUTE (RRI)THE RRI OPERATES THE FOLLOWING THREE CENTERS TO BUILD ON THE LEGACY AND IDEAS OF PRESIDENT REAGAN:> THE CENTER FOR PEACE THROUGH STRENGTH (CPTS) PROMOTES U.S. NATIONAL SECURITY POLICY GROUNDED IN PRESIDENT REAGAN'S PHILOSOPHY THAT A STRONG AMERICAN MILITARY IS THE BEST DETERRENT AGAINST AGGRESSION AND SAFEGUARD FOR PEACE.> THE CENTER FOR CIVICS, EDUCATION, AND OPPORTUNITY (CCEO) WORKS AT THE NEXUS OF CIVICS AND EDUCATION POLICY, ANSWERING PRESIDENT REAGAN'S CALL FOR AN "INFORMED PATRIOTISM" TO ENSURE A MORE PROSPEROUS FUTURE FOR AMERICA.> THE CENTER FOR FREEDOM AND DEMOCRACY (CFD) CHAMPIONSPRESIDENT REAGAN'S VISION OF AMERICA AS A SHINING CITY ON A HILL BY HELPING TO RESTORE HIS OPTIMISTIC, CONFIDENT APPROACH TO PROMOTING FREEDOM, DEMOCRACY, AND HUMAN DIGNITY BOTH AT HOME AND ABROAD. > REAGAN INSTITUTE SUMMIT ON EDUCATION: THE FOURTH ANNUAL REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE) TOOK PLACE ON JULY 26- 27, 2021, AT THE REAGAN INSTITUTE IN WASHINGTON, DC. RISE IS A BIPARTISAN CONVENING THAT WILL EXAMINE THE HEALTH OF THE AMERICAN EDUCATION SYSTEM AFTER A SCHOOL YEAR THAT HAS ROCKED THE FOUNDATION OF OUR EDUCATIONAL INSTITUTIONS AND CHALLENGED FORMERLY ACCEPTED NOTIONS ABOUT HOW SCHOOLS NEED TO RUN. EACH YEAR, RISE BRINGS TOGETHER HUNDREDS OF LEADERS AND KEY STAKEHOLDERS IN EDUCATION - INCLUDING MEMBERS OF CONGRESS, GOVERNORS, CABINET SECRETARIES, HIGHER EDUCATION ADMINISTRATORS, AND LEADERS FROM THE DEPARTMENT OF EDUCATION AND INDUSTRY - TO EXAMINE THE CHALLENGES AND FORTIFY THE STRENGTHS OF THE U.S. EDUCATION SYSTEM.> RISE COLLABORATIVES: THE REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE) COLLABORATIVES ARE PLACE-BASED COLLOQUIUMS TO EXPLORE EDUCATION POLICY TOPICS IN-DEPTH AND CONVENE INTIMATE GROUPS OF EXPERTS TO REACH SHARED UNDERSTANDINGS, FINDINGS, AND RECOMMENDATIONS ON THEIR PARTICULAR AREA OF WORK. TOPICS EXPLORED INCLUDE SOCIAL EMOTIONAL ACADEMIC LEARNING, THE FUTURE OF WORKFORCE, INNOVATIVE ASSESSMENT, AND MOST RECENTLY "STEAM ON THE RISE IN MISSISSIPPI."> THE STATE OF CIVICS SERIES: THE STATE OF CIVICS SERIES WAS DESIGNED TO HIGHLIGHT INNOVATIONS IN CIVIC EDUCATION THAT OCCUR AT THE STATE LEVEL BY ENGAGING THE VOICES OF STATE EDUCATION CHIEFS, EXEMPLARY EDUCATORS, STUDENTS, AND LEADERS IN THE FIELD OF CIVICS. THESE VIRTUAL PROGRAMS GIVE A GENERAL OVERVIEW OF WHAT IS HAPPENING AROUND THE COUNTRY, ZERO IN ON A CASE STUDY OF THE HIGHLIGHTED STATE, AND THEN LOOK AT WHAT IS ON THE HORIZON. FEATURED AND PROPOSED STATES INCLUDE TENNESSEE, WYOMING, SOUTH CAROLINA, GEORGIA, AND COLORADO. > REAGAN NATIONAL DEFENSE FORUM: DUE TO THE ONGOING PANDEMIC, RNDF 2020 WAS CANCELED. THE 2021 REAGAN NATIONAL DEFENSE FORUM (RNDF) TOOK PLACE IN PERSON ON DECEMBER 3-4 AND FEATURED KEYNOTE REMARKS BY U.S. SECRETARY OF DEFENSE LLYOD AUSTIN. THE ANNUAL CONVENING BRINGS TOGETHER LEADERS FROM ACROSS THE POLITICAL SPECTRUM AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY, INCLUDING MEMBERS OF CONGRESS, CURRENT AND FORMER ADMINISTRATION OFFICIALS, SENIOR MILITARY LEADERSHIP, INDUSTRY EXECUTIVES, TECHNOLOGY INNOVATORS, AND THOUGHT LEADERS. THEIR MISSION IS TO REVIEW AND ASSESS POLICIES THAT STRENGTHEN AMERICA'S NATIONAL DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT. RNDF OFFERS THE DEFENSE COMMUNITY A CHANCE TO COME TOGETHER TO DISCUSS AND DEBATE HOW THE UNITED STATES CAN LEAD THE WORLD IN AN ERA OF INCREASINGLY COMPLEX CHALLENGES AND OPPORTUNITIES.> PEACE THROUGH STRENGTH BOOT CAMP: THE PEACE THROUGH STRENGTH BOOT CAMP IS AN INTENSIVE FOUR-DAY PROGRAM IN WASHINGTON D.C. RUN IN PARTNERSHIP WITH THE ALEXANDER HAMILTON SOCIETY. THE PROGRAM AIMS TO EDUCATE A COHORT OF AROUND 20 ADVANCED UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, AND RECENT GRADUATES EACH YEAR ABOUT THE VOCABULARY, THEORY, PRACTICE, AND ORGANIZATION OF U.S. DEFENSE POLICY. BOOT CAMP STUDENTS ALSO ATTEND RNDF THE YEAR OF THEIR PROGRAM.> REAGAN NATIONAL DEFENSE SURVEY: THE REAGAN NATIONAL DEFENSE SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF DEFENSE, FOREIGN POLICY, AND NATIONAL SECURITY MATTERS.> NATIONAL SECURITY INNOVATION BASE PROGRAM: THIS YEAR, THE CENTER FOR PEACE THROUGH STRENGTH IS LAUNCHING A NEW, PERMANENT PROGRAM ON THE NATIONAL SECURITY INNOVATION BASE (NSIB). THE PROGRAM BUILDS ON THE INSTITUTE'S 2019 TASK FORCE ON 21ST- CENTURY NATIONAL SECURITY TECHNOLOGY AND WORKFORCE. IT WILL ASSESS THE HEALTH AND RESILIENCE OF THE NSIB, CONVENE KEY STAKEHOLDERS, AND MAKE RECOMMENDATIONS TO FURTHER STRENGTHEN AND EMPOWER THIS ECOSYSTEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,362,175 | ExpenseAmt |
| Revenue | $1,610,562 | RevenueAmt |
| Desc | [THE MUSEUM] WHEREAS THE REAGAN MUSEUM IS UTILIZED TO TELL THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY, THE LIBRARY'S TEMPORARY GALLERY SPACE IS USED TO BRING IN HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS AS A WAY TO PROVIDE THE LOCAL COMMUNITIES WITH A WORLD-CLASS FAMILY DESTINATION.TEMPORARY EXHIBITS> FBI: FROM AL CAPONE TO AL QAEDA (JULY 2, 2021 - FEBRUARY 27, 2022): THIS 11,000 SQUARE FOOT EXHIBITION COVERS THE HISTORY OF THE STORIED AGENCY FROM INCEPTION TO ITS MODERN-DAY EFFORTS TO FIGHT DOMESTIC TERRORISM IN THE UNITED STATES. THIS IS THE FIRST TIME THAT MANY OF THESE REMARKABLE, HISTORIC ARTIFACTS AND CRIMINAL EVIDENCE HAVE BEEN ON PUBLIC DISPLAY TOGETHER, INCLUDING THE AUTHENTIC MANIFESTO WRITTEN BY THE UNABOMBER, THE ACTUAL CAR BONNIE AND CLYDE WERE SHOT AND KILLED IN, GUNS CONFISCATED BY JOHN DILLINGER, BABY FACE NELSON AND OTHER MEMBERS OF THE MAFIA, THE ACTUAL RAFT AND OARS USED DURING THE INFAMOUS ALCATRAZ ESCAPE, AND SO MUCH MORE.COMMUNITY EVENTS> PRESIDENTS' DAY AND JULY 4TH - DUE TO THE MUSEUM CLOSURE, BOTH PRESIDENT'S DAY AND JULY 4TH WERE PRESENTED AS ONLINE PROGRAMS THIS FISCAL YEAR. ALMOST 5,000 PEOPLE TUNED IN TO WATCH OUR VIRTUAL JULY 4TH PROGRAM WHICH INCLUDED PRESIDENTIAL LOOKALIKES SHARING THEIR IMPACT ON OUR NATION'S HISTORY, AS WELL AS MUSICAL ENTERTAINMENT. OVER 22,000 PEOPLE TUNED IN TO WATCH OUR VIRTUAL PRESIDENTS' DAY CELEBRATION PROGRAM, WHICH INCLUDED PRESIDENTIAL TRIVIA, MUSICAL ENTERTAINMENT, AND KEYNOTE REMARKS BY LTCOL STEVE CHEALANDER, ONE OF PRESIDENT REAGAN'S MILITARY AIDES.> VETERAN'S DAY: THE REAGAN FOUNDATION RECEIVED PERMISSION FROM VENTURA COUNTY TO HOLD A SMALL, IN- PERSON VETERAN'S DAY EVENT FOR 100 GUESTS; AND THEN LIVE- STREAMED THE PROGRAM RECEIVING OVER 11,000 VIEWS. THE PROGRAM INCLUDED KEYNOTE REMARKS BY CONGRESSMAN (AND FORMER US NAVY SEAL) DAN CRENSHAW AND CONGRESSMAN MIKE GARCIA, REPRESENTATIVE FOR CALIFORNIA'S 25TH DISTRICT (HOME TO THE REAGAN LIBRARY) AND A FORMER US NAVY FIGHTER PILOT.> 9-11 COMMEMORATION - IN HONOR OF THE 20TH ANNIVERSARY OF THE SEPTEMBER 11TH ATTACKS, THE REAGAN LIBRARY HELD AN IN- PERSON COMMEMORATIVE EVENT. THE EVENT INCLUDED LIVE MUSICAL ENTERTAINMENT, AND REMARKS BY COLONEL DAVID SUTHERLAND AND FORMER NEW YORK TRANSIT POLICE OFFICER MARC MANFRO. 319 GUESTS ATTENDED THE IN-PERSON EVENT. > RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON HIS BEHALF ON EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S PROGRAM WAS VIRTUAL DUE TO THE MUSEUM'S CLOSURE. OVER 7,000 PEOPLE WATCHED OUR ONLINE PROGRAM.THE YEAR AHEAD: FY 2022REAGAN FORUM PARTICIPANTS - IN PERSON> BRET BAIER (FOX NEWS HOST): 10/19/21> MICHAEL MEDVED (RADIO HOST); 11/9/21> JOEL ROSENBERG (AUTHOR); 11/30/21> CHRISTOPHER WRAY (DIRECTOR OF THE FBI); 1/31/2022> CRAIG SHIRLEY (AUTHOR); 2/22/22> NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 2/24/22> CALLISTA GINGRICH (FORMER AMBASSADOR TO THE VATICAN); 2/24/22> AMY CONEY BARRETT (SUPREME COURT JUSTICE); 4/4/22> WILLIAM HURD (FORMER CONGRESSMAN, TEXAS); 4/21/22> DAVID MAMET (PLAYWRIGHT); 5/11/22> JACK CARR (AUTHOR); 5/18/21TIME FOR CHOOSING PARTICIPANTS - IN PERSON> NIKKI HALEY (FORMER AMBASSADOR TO THE UNITED NATIONS): 10/5/21> PEGGY NOONAN (WALL STREET JOURNAL COLUMNIST): 2/7/22> TOM COTTON (SENATOR, ARKANSAS): 3/7/22> KRISTI NOEM (GOVERNOR, SOUTH DAKOTA): 4/6/22> TIM SCOTT (SENATOR, SOUTH CAROLINA): 4/19/22> LARRY HOGAN (GOVERNOR, MARYLAND): 5/3/22> JONI ERNST (SENATOR, IOWA): 8/26/22REAGAN FORUM PARTICIPANTS - VIRTUAL> MATT RIDLEY/ALINA CHAN (AUTHORS); 11/17/21> JOHN AVLON (CNN CONTRIBUTOR); 2/28/22 SPECIAL PROGRAMS - IN PERSON> 30TH ANNIVERSARY OF THE REAGAN LIBRARY - NOVEMBER 4, 2021 MARKS THE 30TH ANNIVERSARY OF THE OPENING OF THE REAGAN LIBRARY. AS SUCH, THE FOUNDATION IS PLANNING A SERIES OF EVENTS TO COMMEMORATE THIS HISTORIC DATE, INCLUDING:> A COMMEMORATE PROGRAM WILL BE HELD ON NOVEMBER 7, 2021, WITH LIVE, PATRIOTIC MUSIC BY THE 1ST DIVISION MARINE BAND FROM CAMP PENDLETON, AS WELL AS REMARKS BY FORMER SECRETARY OF STATE DR. CONDOLEEZZA RICE, FORMER RONALD REAGAN SPEECHWRITER PETER ROBINSON, AND ARCHIVIST OF THE UNITED STATES DAVID FERRIERO.> A SPECIAL EXHIBITION WILL RUN FROM NOVEMBER 1 THROUGH NOVEMBER 30, 2021. ITEMS ON DISPLAY WILL INCLUDE THE DEDICATION SHOVELS FROM THE LIBRARY'S GROUNDBREAKING, THE HARD HAT PRESIDENT REAGAN WORE WHENEVER HE VISITED THE LIBRARY'S CONSTRUCTION SITE, AND THE PODIUM FROM WHICH HE GAVE HIS REMARKABLE SPEECH ON OPENING DAY.> LIVE MUSICAL CONCERTS WILL BE HELD NOVEMBER 13 AND NOVEMBER 20, 2021 BY THE THOUSAND OAKS HIGH SCHOOL VOCAL ENSEMBLE HONORS, THE AMERICAN FOLK BAND THE GOLDEN PIPERS, AND THE LOS ANGELES SHERIFF'S DEPARTMENT BAND. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,806,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | 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 | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREE KARUNARATNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055772717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FREDERICK J RYAN JR | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE G BUSCH | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F W ROGERS | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK J CARUSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P CASTINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE L CHAO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE FORBES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADFORD M FREEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN MCLAUGHLIN KOROLOGOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW J LITTLEFAIR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE LONSDALE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN R MCCAW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| K RUPERT MURDOCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LACHLAN MURDOCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY NOONAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE B OLSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD L PARSKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM PATTISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONDOLEEZZA RICE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL RYAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN C SUTTON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H TUTTLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D HEUBUSCH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $555,000 | $0 | $80,056 | Yes (X) | |||
| ROGER ZAKHEIM | ||||||||
| DIRECTOR OF THE REAGAN INSTITUTE | 40.00 | $495,500 | $0 | $80,051 | Yes (X) | |||
| JERRY ZUK | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $237,900 | $0 | $56,411 | Yes (X) | |||
| JOANNE M DRAKE | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | $218,081 | $0 | $55,295 | Yes (X) | |||
| KEEGAN MICHELLE POWERS | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $250,000 | $0 | $28,940 | Yes (X) | |||
| FITZPATRICK MARK E | ||||||||
| CHIEF DIGITAL STRATEGY OFFICER | 40.00 | $188,327 | $0 | $39,427 | Yes (X) | |||
| COCHRAN ROBERT A | ||||||||
| DIRECTOR OF DEVELOPMENT - | 40.00 | $231,500 | $0 | $26,238 | Yes (X) | |||
| GILLER MELISSA MICHELLE | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $185,000 | $0 | $51,021 | Yes (X) | |||
| PENNAY ANTHONY | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $174,000 | $0 | $49,583 | Yes (X) | |||
| KARUNARATNE PRIYANTHI | ||||||||
| CONTROLLER | 40.00 | $153,140 | $0 | $35,883 | Yes (X) | |||
| JAVIER III ALMARIO D | ||||||||
| SENIOR DATA ARCHITECT & SY | 40.00 | $141,819 | $0 | $34,624 | Yes (X) | |||
| TRAN JANET C | ||||||||
| ASSOCIATE DIRECTOR OF EDUC | 40.00 | $138,740 | $0 | $25,393 | Yes (X) | |||
| HOFF RACHEL M | ||||||||
| POLICY DIRECTOR - WASHINGT | 40.00 | $125,168 | $0 | $13,883 | Yes (X) | |||
| LEHNE JOHN M | ||||||||
| AIR FORCE ONE FACILITIES M | 40.00 | $106,910 | $0 | $30,987 | Yes (X) | |||
| COPEL-LIVERMAN ELIZABETH | ||||||||
| ASSISTANT CONTROLLER | 40.00 | $100,375 | $0 | $13,416 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,301,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $621,208 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GABRIEL GROUP | |||||
| PO BOX 1000 | SOUTHEASTERN | PA | 19399 | DIRECT MAIL CONSULTING | $952,822 |
| SODEXO INC & AFFILIATES | |||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | CATERING | $530,234 |
| ROCATON INVESTMENT ADVISORS | |||||
| 4 CHASE METROTECH CENTER 7TH FLOOR | EAST BROOKLYN | NY | 11245 | INVESTMENT CONSTULTING | $309,777 |
| INBUILDING SERVICES CORPORATION | |||||
| 4225 EXECUTIVE SQUARE SUITE 600 | LA JOLLA | CA | 92037 | IT SERVICES & SECURITY | $281,313 |
| LEHMAN SMITH MCLEISH LLC | |||||
| 1212 BANKS STREET NW | WASHINGTON | DC | 20007 | ARCHITECTURE DESIGN | $268,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $22,717,222 | AllOtherContributionsAmt |
| Noncash Contributions | $7,925 | NoncashContributionsAmt |
| Total Contributions | $22,717,222 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISITOR SERVICES | 900099 | $1,160,339 | $1,160,339 |
| FOUNDATION SPECIAL EVENT FEES | 900099 | $439,907 | $439,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,600,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,540,294 | TotalRevenueColumnAmt |
| Exclusion | $2,540,294 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,911 | TotalRevenueColumnAmt |
| Exclusion | $103,911 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $462,470 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $309,757 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $152,713 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,713 | TotalRevenueColumnAmt |
| Exclusion | $152,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,862,027 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,862,027 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,862,027 | TotalRevenueColumnAmt |
| Exclusion | $2,862,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $983,371 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $515,198 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $450,223 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,950 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,444,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,050,469 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,950 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,658,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,309 | TotalAmt |
| Program Services | $506,309 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,275,889 | TotalAmt |
| Program Services | $1,868,984 | ProgramServicesAmt |
| Management And General | $341,007 | ManagementAndGeneralAmt |
| Fundraising | $1,065,898 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,905,650 | TotalAmt |
| Program Services | $1,971,643 | ProgramServicesAmt |
| Management And General | $878,024 | ManagementAndGeneralAmt |
| Fundraising | $55,983 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,331 | TotalAmt |
| Program Services | $312,275 | ProgramServicesAmt |
| Management And General | $108,502 | ManagementAndGeneralAmt |
| Fundraising | $85,554 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,594 | TotalAmt |
| Program Services | $635,044 | ProgramServicesAmt |
| Management And General | $165,176 | ManagementAndGeneralAmt |
| Fundraising | $140,374 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,203 | TotalAmt |
| Program Services | $484,362 | ProgramServicesAmt |
| Management And General | $67,644 | ManagementAndGeneralAmt |
| Fundraising | $141,197 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,184 | TotalAmt |
| Program Services | $1,540 | ProgramServicesAmt |
| Management And General | $240,644 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,850 | TotalAmt |
| Management And General | $61,850 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,127 | TotalAmt |
| Fundraising | $71,127 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,346 | TotalAmt |
| Program Services | $292,202 | ProgramServicesAmt |
| Management And General | $177,194 | ManagementAndGeneralAmt |
| Fundraising | $56,950 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,328 | TotalAmt |
| Program Services | $476,220 | ProgramServicesAmt |
| Fundraising | $2,108 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,679 | TotalAmt |
| Program Services | $45,105 | ProgramServicesAmt |
| Management And General | $18,633 | ManagementAndGeneralAmt |
| Fundraising | $941 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,768 | TotalAmt |
| Program Services | $10,870 | ProgramServicesAmt |
| Management And General | $313,898 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,279 | TotalAmt |
| Program Services | $2,047,876 | ProgramServicesAmt |
| Management And General | $34,403 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,265 | TotalAmt |
| Program Services | $125,469 | ProgramServicesAmt |
| Management And General | $8,724 | ManagementAndGeneralAmt |
| Fundraising | $96,072 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,063 | TotalAmt |
| Management And General | $272,063 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,082,019 | TotalAmt |
| Program Services | $4,028,055 | ProgramServicesAmt |
| Management And General | $49,116 | ManagementAndGeneralAmt |
| Fundraising | $4,848 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,683 | TotalAmt |
| Program Services | $579,278 | ProgramServicesAmt |
| Management And General | $72,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | $1,274,769 | $964,565 | $246,815 | $63,389 |
| EVENT EXPENSES | $1,060,799 | $904,533 | $116 | $156,150 |
| DIRECT MAIL PRINTING | $387,014 | $0 | $0 | $387,014 |
| FOUNDATION EXHIBITS | $357,919 | $357,919 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,685 | TotalAmt |
| Program Services | $1,194,485 | ProgramServicesAmt |
| Management And General | $572,124 | ManagementAndGeneralAmt |
| Fundraising | $805,076 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,567,753 | TotalAmt |
| Program Services | $16,806,734 | ProgramServicesAmt |
| Management And General | $3,628,338 | ManagementAndGeneralAmt |
| Fundraising | $3,132,681 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,994,868 | BOYAmt |
| EOY | $10,162,011 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,410,636 | BOYAmt |
| EOY | $56,949,667 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,042 | BOYAmt |
| EOY | $671,801 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,233 | BOYAmt |
| EOY | $828,796 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,031 | BOYAmt |
| EOY | $913,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,433,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,986,357 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,621,625 | BOYAmt |
| EOY | $96,447,498 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,240,544 | BOYAmt |
| EOY | $251,490,910 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,850 | BOYAmt |
| EOY | $4,861,607 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,200,829 | BOYAmt |
| EOY | $422,325,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,498 | BOYAmt |
| EOY | $1,695,551 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,337,422 | BOYAmt |
| EOY | $5,547,725 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,070,763 | BOYAmt |
| EOY | $9,060,494 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,889 | BOYAmt |
| EOY | $765,808 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,662,572 | BOYAmt |
| EOY | $17,069,578 | 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 | $194,911,770 | BOYAmt |
| EOY | $208,367,497 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,626,487 | BOYAmt |
| EOY | $196,888,370 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,538,257 | BOYAmt |
| EOY | $405,255,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,200,829 | BOYAmt |
| EOY | $422,325,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,876,833 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,840,777 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $30,597,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,375,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,333,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,303,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,717,222 | CurrentTaxYearAmt |
| Total | $115,326,997 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,597,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,375,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,333,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,303,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,717,222 | CurrentTaxYearAmt |
| Total | $115,326,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,678,038 | SubstantialContributorsTotAmt |
| Public Support Total170 | $90,648,959 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,803,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,472,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,609,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,280,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,106,675 | CurrentTaxYearAmt |
| Total | $21,272,449 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $136,599,446 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,710,351 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,647,926 | BeginningYearBalanceAmt |
| Contributions | $793,529 | ContributionsAmt |
| Investment Earnings Or Losses | $42,127,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,443,354 | OtherExpendituresAmt |
| End Year Balance | $267,125,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,190,607 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,159,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,702,447 | OtherExpendituresAmt |
| End Year Balance | $225,647,926 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,394,903 | BeginningYearBalanceAmt |
| Contributions | $4,199,730 | ContributionsAmt |
| Investment Earnings Or Losses | $8,002,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,406,933 | OtherExpendituresAmt |
| End Year Balance | $222,190,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,657,681 | BeginningYearBalanceAmt |
| Contributions | $26,329,351 | ContributionsAmt |
| Investment Earnings Or Losses | $12,177,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,769,475 | OtherExpendituresAmt |
| End Year Balance | $211,394,903 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,369,728 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,417,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,129,905 | OtherExpendituresAmt |
| End Year Balance | $174,657,681 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,224,633 | OtherCostOrOtherBasisAmt |
| Book Value | $24,224,633 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,740,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,389,531 | DepreciationAmt |
| Book Value | $63,350,851 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,402,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,596,826 | DepreciationAmt |
| Book Value | $7,805,720 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,066,294 | OtherCostOrOtherBasisAmt |
| Book Value | $1,066,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $96,447,498 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY SECURITIES | $52,048,260 | F |
| EQUITY MUTUAL FUNDS | $96,842,564 | F |
| TRUST FUNDS HELD BY OTHERS | $585,228 | F |
| FIXED INCOME MUTUAL FUNDS | $102,014,858 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $251,490,910 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCED LEASE LIABLITY | Desc |
| Amt | $765,808 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $765,808 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $70,660,318 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,840,777 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,374,955 | OtherRevenueAmt |
| Revenue Not Reported | $40,215,732 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,444,586 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,444,586 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,942,708 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,374,955 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,374,955 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,567,753 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,567,753 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE LIBRARY, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. IN FEBRUARY 2016 THE FOUNDATION ASSUMED RESPONSIBILITY FOR VISITOR SERVICES AND OPERATES THE ADMISSIONS AREA OF THE MUSEUM. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $194,201 AND $54,744 AT SEPTEMBER 30, 2021 AND 2020, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 515,198. RENTAL EXPENSES NETTED AGAINST REVENUE 309,757. PROVISION FOR DOUBTFUL PLEDGES 1,550,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 515,198. RENTAL EXPENSES NETTED AGAINST REVENUE 309,757. PROVISION FOR DOUBTFUL PLEDGES 1,550,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL CONSULTING | 0 | $1,833,868 | $827,016 | $1,006,852 |
| DIRECT MAIL PROCESSORS | ||||||||
| 1150 CONRAD CT | HAGERSTOWN | MD | 21740 | DIRECT MAIL PROCESSING | 0 | $0 | $44,410 | -$44,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,833,868 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $871,426 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $962,442 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 73 | RecipientCnt |
| Cash Grant | $506,309 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | ||||||||||||||
| EXECUTIVE DIRECTOR | $455,000 | $0 | $100,000 | $0 | $0 | $0 | $47,500 | $0 | $32,556 | $0 | $635,056 | $0 | $0 | $0 |
| ROGER ZAKHEIM | ||||||||||||||
| DIRECTOR OF THE REAGAN INSTITUTE | $410,500 | $0 | $85,000 | $0 | $0 | $0 | $47,500 | $0 | $32,551 | $0 | $575,551 | $0 | $0 | $0 |
| JERRY ZUK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $237,900 | $0 | $0 | $0 | $0 | $0 | $23,857 | $0 | $32,554 | $0 | $294,311 | $0 | $0 | $0 |
| KEEGAN MICHELLE POWERS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $250,000 | $0 | $0 | $0 | $0 | $0 | $6,387 | $0 | $22,553 | $0 | $278,940 | $0 | $0 | $0 |
| JOANNE M DRAKE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $218,081 | $0 | $0 | $0 | $0 | $0 | $21,954 | $0 | $33,341 | $0 | $273,376 | $0 | $0 | $0 |
| COCHRAN ROBERT A | ||||||||||||||
| DIRECTOR OF DEVELOPMENT - | $231,500 | $0 | $0 | $0 | $0 | $0 | $23,217 | $0 | $3,021 | $0 | $257,738 | $0 | $0 | $0 |
| GILLER MELISSA MICHELLE | ||||||||||||||
| CHIEF MARKETING OFFICER | $185,000 | $0 | $0 | $0 | $0 | $0 | $18,567 | $0 | $32,454 | $0 | $236,021 | $0 | $0 | $0 |
| FITZPATRICK MARK E | ||||||||||||||
| CHIEF DIGITAL STRATEGY OFFICER | $188,327 | $0 | $0 | $0 | $0 | $0 | $18,899 | $0 | $20,528 | $0 | $227,754 | $0 | $0 | $0 |
| PENNAY ANTHONY | ||||||||||||||
| CHIEF LEARNING OFFICER | $174,000 | $0 | $0 | $0 | $0 | $0 | $17,467 | $0 | $32,116 | $0 | $223,583 | $0 | $0 | $0 |
| KARUNARATNE PRIYANTHI | ||||||||||||||
| CONTROLLER | $153,140 | $0 | $0 | $0 | $0 | $0 | $15,381 | $0 | $20,502 | $0 | $189,023 | $0 | $0 | $0 |
| JAVIER III ALMARIO D | ||||||||||||||
| SENIOR DATA ARCHITECT & SY | $141,819 | $0 | $0 | $0 | $0 | $0 | $14,249 | $0 | $20,375 | $0 | $176,443 | $0 | $0 | $0 |
| TRAN JANET C | ||||||||||||||
| ASSOCIATE DIRECTOR OF EDUC | $138,740 | $0 | $0 | $0 | $0 | $0 | $13,941 | $0 | $11,452 | $0 | $164,133 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FUNDED SOLELY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE OF | RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED OF THE AMERICAN PRESIDENTS OF THE 20TH CENTURY. FISCAL YEAR 2021 MARKED THE SECOND FISCAL YEAR FOR THE FOUNDATION IN WHICH THE CORONAVIRUS PANDEMIC (COVID-19) IMPACTED OUR MUSEUM AND PROGRAMMING. THE REAGAN MUSEUM, WHICH ORIGINALLY CLOSED DUE TO COVID-19 ON MARCH 13, 2020, DIDN'T REOPEN UNTIL MAY 26, 2021 - ALMOST NINE MONTHS INTO OUR FISCAL YEAR. AS SUCH, TURNSTILE AND IN-PERSON EVENTS ONLY RAN FOR THREE MONTHS OF THE FISCAL YEAR, AND DIGITAL EVENTS WERE THE MAINSTAY OF OUR PROGRAMMING. FOR THE 3 MONTHS WE WERE OPEN, 65,475 VISITORS TOURED THROUGH THE REAGAN LIBRARY, OF WHICH NONE WERE STUDENT GROUPS. ANOTHER 407 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT. JUST UNDER 393 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. 710,759 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2021, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION). |
| > REAGAN INSTITUTE STRATEGY GROUP: THE REAGAN INSTITUTE STRATEGY | GROUP (RISG) CONVENES LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP AND PROMOTE U.S. FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP CONVENES BI-ANNUALLY IN THE WINTER AND SUMMER FEATURING DISCUSSIONS WITH A VARIETY OF NATIONAL SECURITY EXPERTS LIKE FORMER NATIONAL SECURITY ADVISOR JOHN BOLTON, REPRESENTATIVE LIZ CHENEY, SENATOR LINDSEY GRAHAM, AND GOVERNOR LARRY HOGAN, REPRESENTATIVE MICHAEL MCCAUL, AND SENATOR BEN SASSE. > WESTMINSTER 2.0 WORKING GROUP: THE WESTMINSTER 2.0 WORKING GROUP CONVENES PUBLIC OFFICIALS, TECHNOLOGY EXPERTS, FREEDOM AND DEMOCRACY ADVOCATES, AND BUSINESS LEADERS FOR MEETINGS TO PRODUCE A REPORT DETAILING RECOMMENDATIONS FOR MODERNIZING EFFORTS TO PROMOTE FREEDOM IN THE CONTEXT OF 21ST-CENTURY CHALLENGES AND OPPORTUNITIES, FROM RISING AUTHORITARIANISM TO EMERGING TECHNOLOGIES. PLANNED TO BE RELEASED IN JUNE 2022 AROUND THE 40TH ANNIVERSARY OF PRESIDENT REAGAN'S WESTMINSTER ADDRESS, THAT REPORT WILL DESCRIBE WHAT NEW LEGISLATION, STRUCTURES, AND RESOURCES ARE REQUIRED TO ADVANCE FREEDOM, DEMOCRACY, AND HUMAN RIGHTS IN TODAY'S WORLD. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, THE AMERICAN PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. > REAGAN POSTDOCTORAL VISITING SCHOLARS PROGRAM: THIS PROGRAM PROVIDES A GENEROUS STIPEND TO TWO RECENTLY GRADUATED PH.D. CANDIDATES TO CONVERT THEIR REAGAN-RELATED DISSERTATIONS INTO BOOK MANUSCRIPTS. THIS YEAR'S VISITING SCHOLARS ARE DR. CHRISTOPHER CAMPBELL AND DR. FRANCES TILNEY BURKE. > REAGANISM PODCAST: A PODCAST FEATURING CONVERSATIONS DEDICATED TO EXPLORING WHERE THE REAGAN MOVEMENT LIVES TODAY. THE SHOW HAS TWO GOALS: UNDERSTAND THE FOUNDATIONS OF THE POLITICAL PHILOSOPHY THAT POWERED THE REAGAN REVOLUTION AND HOST DISCUSSIONS ABOUT CONTEMPORARY ISSUES THROUGH THE LENS OF PRESIDENT REAGAN. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE TO A 6 YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | > FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 |
| FORM 990, PART IX, LINE 24E | PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 346,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,963. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 330,200. TOTAL EXPENSES 330,200. SOFTWARE LICENSES AND MAINT (INC SALES FORCES): PROGRAM SERVICE EXPENSES 55,543. MANAGEMENT AND GENERAL EXPENSES 229,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,920. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 152,647. MANAGEMENT AND GENERAL EXPENSES 55,047. FUNDRAISING EXPENSES 2,363. TOTAL EXPENSES 210,057. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 104,153. MANAGEMENT AND GENERAL EXPENSES 18,772. FUNDRAISING EXPENSES 22,470. TOTAL EXPENSES 145,395. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 71,614. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 66,769. TOTAL EXPENSES 138,458. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 137,704. TOTAL EXPENSES 137,704. PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 115,007. MANAGEMENT AND GENERAL EXPENSES 205. FUNDRAISING EXPENSES 13,087. TOTAL EXPENSES 128,299. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 108,119. MANAGEMENT AND GENERAL EXPENSES 16,098. FUNDRAISING EXPENSES 4,073. TOTAL EXPENSES 128,290. TAXES & FEES: PROGRAM SERVICE EXPENSES 11,397. MANAGEMENT AND GENERAL EXPENSES 107,494. FUNDRAISING EXPENSES 7,649. TOTAL EXPENSES 126,540. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,756. FUNDRAISING EXPENSES 48,998. TOTAL EXPENSES 93,754. OTHER COSTS: PROGRAM SERVICE EXPENSES 45,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,402. TOTAL EXPENSES 88,211. WEB SERVICES: PROGRAM SERVICE EXPENSES 14,682. MANAGEMENT AND GENERAL EXPENSES 52,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,637. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 40,120. MANAGEMENT AND GENERAL EXPENSES 6,242. FUNDRAISING EXPENSES 10,424. TOTAL EXPENSES 56,786. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 56,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,064. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 14,251. MANAGEMENT AND GENERAL EXPENSES 4,035. FUNDRAISING EXPENSES 37,002. TOTAL EXPENSES 55,288. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,713. TOTAL EXPENSES 46,713. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 12,399. MANAGEMENT AND GENERAL EXPENSES 29,353. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,752. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 15,068. MANAGEMENT AND GENERAL EXPENSES 7,314. FUNDRAISING EXPENSES 4,843. TOTAL EXPENSES 27,225. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,073. TOTAL EXPENSES 26,073. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 15,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,611. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 5,710. MANAGEMENT AND GENERAL EXPENSES 401. FUNDRAISING EXPENSES 3,963. TOTAL EXPENSES 10,074. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 1,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 343. TOTAL EXPENSES 2,171. SPEAKER FEES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. |