RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202502279349302120
- Schema version
- 2023v6.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T11:36:23-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 STE 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 | 2023-10-01 | 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 200 | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PREE KARUNARATNE | PersonNm |
| Person Title | CHIEF FIN. OFFICER | PersonTitleTxt |
| Phone | 8055222977 | PhoneNum |
| Signature | 2025-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG M FRYE | PreparerPersonNm |
| PTIN | P00090236 | PTIN |
| Phone | 8184610600 | PhoneNum |
| Preparation | 2025-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $48,796,110 | 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: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 183 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $123,939 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $16,489 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,337,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,987,556 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,660,065 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,761,176 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,962,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,233,624 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,077,416 | PYOtherRevenueAmt |
| CY Other Revenue | $3,021,578 | CYOtherRevenueAmt |
| PY Total Revenue | $37,037,340 | PYTotalRevenueAmt |
| CY Total Revenue | $46,003,934 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $421,471 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $353,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,202,786 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,995,471 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $88,688 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $171,865 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,271,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,436,641 | PYOtherExpensesAmt |
| CY Other Expenses | $27,022,671 | CYOtherExpensesAmt |
| PY Total Expenses | $36,149,586 | PYTotalExpensesAmt |
| CY Total Expenses | $39,543,782 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $887,754 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,460,152 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $411,922,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,154,567 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,967,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,237,564 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $384,955,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $429,917,003 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,708,810 | ExpenseAmt |
| Grant | $353,775 | GrantAmt |
| Desc | [PRESIDENTIAL LEARNING CENTER (EDUCATION PROGRAMS)]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO ADVANCING RONALD REAGAN'S LEGACY, CORE PRINCIPLES, AND LIFE STORY. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY, AND EVEN MORE ONLINE, TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA.-- SEE SCHEDULE O FOR CONTINUATION >THE REAGAN LEADERSHIP CENTER (RLC): THE RLC ACTIVELY INVOLVED MORE THAN 14,000 STUDENTS RANGING FROM 5TH TO 12TH GRADE IN INTERACTIVE AND IMMERSIVE SIMULATIONS HELD AT OUR CAMPUS. IN THE "OPERATION URGENT FURY" SIMULATION, INSPIRED BY THE 1983 UNITED STATES INVASION AND RESCUE MISSION IN GRENADA, STUDENTS ENGAGE IN ROLE-PLAYING ACTIVITIES TO GRASP GOVERNMENTAL FUNCTIONS AND DECISION-MAKING PROCESSES. OUR SECOND SCENARIO, "OPERATION 007," CENTERED ON THE KOREAN AIRLINES 007 SHOOTDOWN INCIDENT, UTILIZES WEB-BASED SIMULTANEOUS MULTI-PLAYER SYSTEMS TO OFFER A MORE INTRICATE GAMING EXPERIENCE. HERE, STUDENTS CONFRONT THE COMPLEXITIES OF DECISION-MAKING, NAVIGATING THE DELICATE EQUILIBRIUM BETWEEN LIBERTY AND SECURITY. WE ALSO DEVELOPED AND BEGAN FIELD TESTING A VIRTUAL SIMULATION NAMED VIRTUAL OPERATION URGENT FURY.>GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GENERAL ELECTRIC, 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 2024, OVER 14,000 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 SCHOLARS RETREAT AT THE REAGAN LIBRARY AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED MORE THAN $9 MILLION DOLLARS TO 226 SCHOLARS REPRESENTING 43 HOME STATES.>RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: THIS PROGRAM CELEBRATED ITS 25TH CLASS OF SCHOLARS IN 2024, EXCEEDING $900,000 IN TOTAL FUNDING SINCE THE PROGRAM'S INCEPTION TO 260 OUTSTANDING STUDENT LEADERS IN VENTURA COUNTY. THE 2024 RECIPIENTS INCLUDED 13 LOCAL HIGH SCHOOL SENIORS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. STUDENTS WERE CELEBRATED DURING AN AWARDS DINNER IN MAY.>GREAT COMMUNICATOR DEBATE SERIES: THIS SERIES IS CRAFTED WITH THE AIM OF NURTURING PROACTIVE, WELL-INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS THROUGH A NATIONWIDE ARRAY OF HIGH SCHOOL DEBATES. OVER 1900 PEOPLE (ADULTS, TEACHERS, AND STUDENTS) FROM VARIOUS CORNERS OF THE COUNTRY PARTICIPATED IN SEVEN REGIONAL QUALIFYING TOURNAMENTS, SPANNING BOTH IN-PERSON AND VIRTUAL FORMATS. COLLABORATING WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION, THE FOUNDATION ORCHESTRATED A NATIONAL CHAMPIONSHIP EVENT AT THE REAGAN LIBRARY IN JULY, FEATURING 16 NATIONAL FINALISTS. A SUM OF $50,000 IN SCHOLARSHIPS WAS DISTRIBUTED AMONG THE 16 DESERVING RECIPIENTS.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2023, THE WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) OF THE REAGAN FOUNDATION CONTINUED TO FOSTER A COMMUNITY OF INFORMED AND ACTIVE CITIZEN-LEADERS BY INVOLVING STUDENTS AND EDUCATORS NATIONWIDE. THE APLC FACILITATED VARIOUS PROFESSIONAL DEVELOPMENT EVENTS SUCH AS CALIFORNIA CONSTITUTION DAY AND THE MEDAL OF HONOR FORUM. >STUDENT LEADERSHIP PROGRAM: DURING THE PREVIOUS SUMMER, OVER 250 HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS NATIONWIDE DELVED INTO THE LEGACY OF RONALD REAGAN, DISCOVERING THE INTERCONNECTEDNESS OF EFFECTIVE COMMUNICATION, CIVIC DUTY, AND INFORMED DECISION-MAKING IN LEADERSHIP. THROUGH OUR COMBINED VIRTUAL AND IN-PERSON SUMMER LEADERSHIP PROGRAM, WE COLLABORATED WITH EDUCATORS, COMMUNITY MENTORS, AND COLLEGE INTERNS TO GUIDE STUDENTS IN CRAFTING THEIR INDIVIDUAL LEADERSHIP ACTION PLANS. EQUIPPED WITH NEWFOUND KNOWLEDGE AND SKILLS, PROGRAM GRADUATES EMERGE READY TO ENACT POSITIVE CHANGE WITHIN THEIR COMMUNITIES OR SCHOOLS. NOTABLY, ALUMNI OF THIS PROGRAM HAVE COLLECTIVELY EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,032,673 | ExpenseAmt |
| Desc | [RONALD REAGAN INSTITUTE (RRI)]THE RI, LOCATED IN WASHINGTON, D.C., OPERATES THE FOLLOWING THREE CENTERS AND SCHOLARLY INITIATIVES WORK 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 A 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) CHAMPIONS PRESIDENT 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.SCHOLARLY INITIATIVES ADVANCE THE STUDY OF PRESIDENT REAGAN, HIS PRESIDENCY, AND HIS ERA THROUGH PROGRAMMING DESIGNED TO ENCOURAGE, DEVELOP, AND SHOWCASE NEW SCHOLARSHIP ON THESE SUBJECTS. REAGAN INSTITUTE PROGRAMS AND EVENTS:OCTOBER 5-8, 2023 | AMERICAN OPPORTUNITY BOOTCAMP: >EACH YEAR, THE REAGAN INSTITUTE'S CENTER FOR CIVICS EDUCATION AND OPPORTUNITY HOLDS AN INTENSIVE MULTI-DAY PROGRAM THAT EXAMINES THE THEORY AND PRACTICE BEHIND REAGANISM (OR REAGANOMICS), THE PHILOSOPHY THAT DROVE PRESIDENT REAGAN'S ECONOMIC POLICIES. THE BOOTCAMP OFFERS AN OVERARCHING HISTORY AND UNDERSTANDING OF FREE-MARKET ECONOMIC POLICIES THAT GOVERNED THE REAGAN YEARS. THE PROGRAM PROVIDES STUDENTS WITH ACCESS TO THE NATION'S LEADING ECONOMIC THOUGHT LEADERS, BUSINESS LEADERS, POLICYMAKERS, AND WORKFORCE EXPERTS. STUDENTS LEAVE THE BOOTCAMP WITH STRONG FOUNDATIONAL KNOWLEDGE AND A WORKING LEXICON IN ECONOMIC AND WORKFORCE POLICIES, AN UNDERSTANDING OF INTERSECTING RELATIONSHIPS BETWEEN EDUCATION AND WORKFORCE POLICYMAKING, AND A DIVERSE SET OF VIEWPOINTS FROM INDUSTRY LEADERS. STUDENTS EMERGE WITH AN UNDERSTANDING OF ECONOMIC FOUNDATIONS THAT PROVIDE THE CONTEXT FOR AMERICAN OPPORTUNITY. FEATURED SPEAKERS INCLUDED: ANDY PUZDER, FORMER CEO, CKE FOODS; AMBASSADOR KRISTEN SILVERBERG, PRESIDENT & COO, BUSINESS ROUNDTABLE; JONATHAN BURKS, VP FOR GLOBAL PUBLIC POLICY, WALMART; KEITH NORIEKA, EVP, PATOMAK GLOBAL PARTNERS; AND DOUGLAS HOLTZ-EAKIN, PRESIDENT, AMERICAN ACTION FORUM.OCTOBER 24, 2023 | ROUNDTABLE: DIANE WINSTON - RIGHTING THE AMERICAN DREAMNOVEMBER 9, 2023 | STATUE DEDICATION: POPE JOHN PAUL II NOVEMBER 30, 2023 | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,669,726 | ExpenseAmt |
| Revenue | $3,869,061 | RevenueAmt |
| Desc | [THE MUSEUM] THE REAGAN MUSEUM VIVIDLY TELLS THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY AND PRINCIPLES. IN ADDITION, THE LIBRARY'S TEMPORARY GALLERY SPACE CONTINUOUSLY SHOWCASES HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS WHICH OFTEN SERVE AS A SPRINGBOARD TO COMPLEMENTARY PUBLIC AFFAIRS PROGRAMMING. WHENEVER POSSIBLE, TIES ARE DRAWN BETWEEN THE TEMPORARY EXHIBIT AND THE LIFE, PRESIDENCY, AND PRINCIPLES OF RONALD REAGAN. COLLECTIVELY, THE PERMANENT AND TEMPORARY EXHIBITS OFFER A WORLD-CLASS FAMILY DESTINATION DRAWING VISITORS FROM ACROSS OUR LOCAL COMMUNITY AND FROM AROUND THE WORLD. -- SEE SCHEDULE O FOR CONTINUATION TEMPORARY EXHIBITS>DEFENDING AMERICA & THE GALAXY: STAR WARS AND SDI (MARCH 15, 2024 OCTOBER 13, 2024): THIS EXHIBITION SHARED THE STORY OF PRESIDENT REAGAN'S STRATEGIC DEFENSE INITIATIVE (SDI) AND ITS POP CULTURE REFERENCES TO THE STAR WARS MOVIE FRANCHISE, HIGHLIGHTING BOTH THE REAL-WORLD TECHNOLOGY OF SDI, AS WELL AS ITEMS FROM THE MOVIE PHENOMENON. THE EXHIBITION INCLUDED ORIGINAL ITEMS FROM SDI INCLUDING AN AUTHENTIC COMMAND LAUNCH EQUIPMENT CONSOLE, AS WELL AS PROPS, COSTUMES, AND CONCEPT ART FROM THE STAR WARS FRANCHISE, INCLUDING A LANDSPEEDER MADE FOR A NEW HOPE, MASTER REPLICAS OF LUKE SKYWALKER'S LIGHTSABER MADE FROM THE ORIGINAL MOLD OF THE LAST JEDI, AND AN ORIGINAL SCRIPT SIGNED BY DAVE PROWSE (ACTOR WHO PORTRAYED DARTH VADER IN THE ORIGINAL TRILOGY).>AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. (MARCH 23, 2023 JANUARY 28, 2024): IN A WEST COAST PREMIERE, THIS 12,500 SQUARE FOOT EXHIBITION BROUGHT TOGETHER MORE THAN 700 ORIGINAL AND POWERFUL OBJECTS OF GREAT HISTORIC AND HUMAN VALUE. THESE ITEMS WERE DIRECT WITNESSES OF THE HORRORS OF AUSCHWITZ AND THE HOLOCAUST THAT SERVE AS THE GUIDING THREAD OF A RIGOROUS AND MOVING ACCOUNT ON THE HISTORY OF THE CAMP AND ITS DWELLERS, BOTH VICTIMS AND PERPETRATORS. MORE BROADLY, AND CRUCIALLY, THE EXHIBITION TELLS THE STORY OF WHAT HAPPENS WHEN PEOPLE TURN A BLIND EYE TO HATRED OF OTHERS. >CHRISTMAS AROUND THE WORLD (NOVEMBER 16, 2023 JANUARY 7, 2024): THIS YEAR'S CHRISTMAS EXHIBIT FEATURED 26 WONDERFULLY DECORATED TREES THAT REPRESENT THE 26 COUNTRIES THAT PRESIDENT REAGAN VISITED WHILE IN OFFICE. COMMUNITY EVENTS>PRESIDENTS' DAY AND INDEPENDENCE DAY 1,818 PEOPLE ATTENDED OUR ANNUAL PRESIDENT'S DAY CELEBRATION, AND 3,030 ATTENDED OUR 4TH OF JULY FESTIVITIES. BOTH EVENTS INCLUDED LIVE MUSICAL ENTERTAINMENT, PRESIDENTIAL LOOKALIKES, AND FAMILY GAMES. OUR JULY 4TH PROGRAM ALSO INCLUDED AN UNVEILING PROGRAM FOR THE LIBRARY'S NEW CHARTERS OF FREEDOM MONUMENT.>MEMORIAL DAY THE REAGAN FOUNDATION HELD ITS THIRD ANNUAL MEMORIAL DAY COMMEMORATION. APPROXIMATELY 650 PEOPLE ATTENDED THE PROGRAM WHICH HONORS THE FALLEN MEN AND WOMEN WHO SERVED IN THE U.S. MILITARY. THE PROGRAM INCLUDED LIVE MUSIC, A FLYOVER, AND KEYNOTE REMARKS BY GOLD STAR FAMILY MEMBER TONY CORDERO. >VETERAN'S DAY: LTCOL SCOTT MATT WAS THE KEYNOTE AT THIS YEAR'S VETERAN'S DAY PROGRAM. OVER 1,200 PEOPLE ATTENDED THE DAY'S EVENTS. >RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED PERSONNEL FROM UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S KEYNOTE WAS FORMER PRESIDENT OF POLAND LECH WALESA. OVER 500 PEOPLE ATTENDED THE EVENT.THE YEAR AHEAD: FY 2025PROGRAMMING HELD AT THE RONALD REAGAN PRESIDENTIAL LIBRARY IN SIMI VALLEY, CALIFORNIA:REAGAN FORUM PARTICIPANTS IN PERSON>JACK CARR (AUTHOR); 10/1/2024>TALMAGE BOSTON (AUTHOR); 10/24/2024>MIKE WALTZ (U.S. CONGRESSMAN); 10/25/2024>PEGGY NOONAN (AUTHOR); 12/4/2024>JOE UZIEL (ISRAEL ANTIQUITIES AUTHORITY); 2/26/2025>KEN BURNS (DOCUMENTARIAN); 7/19/2025REAGAN FORUM PARTICIPANTS VIRTUAL>JAMES PATTERSON (AUTHOR); 11/11/2024>ROBERT CHARLES (AUTHOR); 3/11/2025ADDITIONAL PROGRAMMING IN PERSON>THE REAGAN NATIONAL DEFENSE FORUM WILL BE HELD ON DECEMBER 5-6, 2024, WITH FEATURED SPEAKERS: HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND HON. GINA RAIMONDO, U.S. SECRETARY OF COMMERCE.>MENORAH LIGHTING CEREMONY THE REAGAN FOUNDATION WILL HOST, FOR THE SECOND TIME, A MENORAH LIGHTING CEREMONY. THE EVENT WILL BE HELD ON DECEMBER 29, 2024. THE PROGRAM IS IN PARTNERSHIP WITH THE CHABAD OF SIMI VALLEY.PROGRAMMING HELD AT THE REAGAN INSTITUTE IN WASHINGTON, D.C IN PERSON:>FEBRUARY AND JUNE, 2025 | REAGAN INSTITUTE STRATEGY GROUP: THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP, AND PROMOTE REAGAN-ESQUE FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP MEETS TWICE A YEAR FOR POLICY DISCUSSIONS AND TO HEAR FROM A VARIETY OF POLITICAL LEADERS. >MARCH 4-5, 2025 | NATIONAL SECURITY INNOVATION BASE SUMMIT (NSIB) AND REPORT CARD: THE SECOND ANNUAL NATIONAL SECURITY INNOVATION BASE SUMMIT TOOK PLACE ON MARCH 19-20, 2024. AT THE SUMMIT, THE INSTITUTE LAUNCHED THE SECOND ITERATION OF ITS NATIONAL SECURITY INNOVATION BASE REPORT CARD A FIRST-OF-ITS-KIND ASSESSMENT TO MEASURE THE HEALTH, RESILIENCE, AND EFFECTIVENESS OF AMERICA'S INNOVATION BASE AND MAKE POLICY RECOMMENDATIONS.>MAY 29-30, 2025 | REAGAN NATIONAL ECONOMIC FORUM: IN MAY 2025, THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE WILL BRING TOGETHER POLICYMAKERS, BUSINESS LEADERS, SCHOLARS, AND INNOVATORS FROM ACROSS INDUSTRIES FROM THE ICONIC AMERICAN BRANDS KNOWN WORLDWIDE TO THE STARTUPS AND DISRUPTORS BUILDING THE FUTURE OF THE AMERICAN ECONOMY TO EXPLORE WAYS THE UNITED STATES CAN STRENGTHEN OPPORTUNITY, INNOVATION, AND PROSPERITY IN THE FACE OF FIERCE GLOBAL COMPETITION.>JULY 30 - AUGUST 1, 2025 | THE AGE OF REAGAN CONFERENCE IS THE SIGNATURE SCHOLARLY CONVENING OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE. THIS EVENT WILL CONNECT SCHOLARS TO NEW RESEARCH OPPORTUNITIES AND FOSTER A COMMUNITY OF EXPERTS WORKING ON ISSUES RELATED TO RONALD REAGAN'S LIFE, LEGACY, AND PRESIDENCY. THIS INTERDISCIPLINARY EVENT SEEKS TO ENGAGE SCHOLARS FROM ANY FIELD AND FURTHER PROMOTE THE EXISTING SCHOLARLY PROGRAMS OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, INCLUDING OUR VISITING FELLOWSHIPS AND ROUND-TABLE SERIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,381,038 | ExpenseAmt |
| Revenue | $892,115 | RevenueAmt |
| Desc | [CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA] A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY. ALL SPEAKERS AND PANELS ARE KNOWN AS "REAGAN FORUMS," UNLESS SPECIFIED OTHERWISE. REAGAN FORUM PARTICIPANTS IN-PERSON>WILBUR ROSS (FORMER U.S. SECRETARY OF COMMERCE); 8/14/24>NEIL GORSUCH (U.S. SUPREME COURT JUSTICE); 8/8/24>LTGEN HEATH COLLINS (DIRECTOR OF THE MDA); 8/1/24>KEN KHACHIGIAN (AUTHOR); 7/30/24>CAST OF THE REAGAN MOVIE, INCLUDING DENNIS QUAID; 7/25/24>ANITA MCBRIDE (AUTHOR); 5/8/2024>CHRIS SUNUNU (NEW HAMPSHIRE GOVERNOR); 3/20/2024>RAND PAUL (U.S. SENATOR); 2/20/2024>NECHAMA BIRNBAUM (AUTHOR); 1/18/2024>AUDREY BIRNBAUM (AUTHOR); 1/11/2024>NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 1/10/2024>RICHARD HUROWITZ (AUTHOR); 12/5/2023>OREN SCHNEIDER (AUTHOR); 11/16/2023>BRET BAIER (FOX NEWS HOST); 10/26/2023>MARK LEVIN (TALK RADIO HOST); 10/21/2023>KAREN PENCE (FORMER SECOND LADY OF THE U.S.); 10/17/2023REAGAN FORUM PARTICIPANTS VIRTUAL>HEATH LEE (AUTHOR); 8/7/2024>JEAN BECKER (AUTHOR); 7/24/2024>CARLOS LOZADA (AUTHOR); 5/29/2024>CRAIG SHIRLEY (AUTHOR); 3/13/2024SPECIAL EVENTS IN PERSON>JUNE 6, 2024 MARKED THE 40TH ANNIVERSARY OF PRESIDENT REAGAN'S 1984 SPEECH AT POINTE DU HOC HONORING THE 40TH ANNIVERSARY OF D-DAY. THE REAGAN FOUNDATION HOSTED AN ALL-DAY EVENT WITH A LINEUP OF HISTORIANS, VETERANS, AND POLITICIANS REFLECTING ON THE ENDURING IMPACT OF OPERATION OVERLORD AND THE D-DAY LANDINGS. PANELISTS PROVIDED A HISTORICAL LOOK AT OUR WORLD EIGHTY YEARS AGO, AND ADDRESSED THE IMPLICATIONS OF PRESIDENT REAGAN'S PEACE THROUGH STRENGTH POLICIES ON TODAY'S WORLD. THE EVENT FEATURED A KEYNOTE CONVERSATION WITH CONDOLEEZZA RICE, THE 66TH UNITED STATES SECRETARY OF STATE.>JUNE 5, 2024 MARKED THE 20TH ANNIVERSARY OF RONALD REAGAN'S PASSING. THE REAGAN FOUNDATION HOSTED AN ALL-DAY EVENT WITH A LINEUP SPEAKERS REFLECTING ON HIS ENDURING LEGACY AND EXAMINING HIS PROFOUND INFLUENCE ON BOTH DOMESTIC AND FOREIGN POLICY. THE EVENT FEATURED A KEYNOTE CONVERSATION WITH CAROL THATCHER, DAUGHTER OF MARGARET THATCHER, AND BEN MULRONEY, SON OF BRIAN MULRONEY, MODERATED BY PEGGY NOONAN.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, THE REAGAN FOUNDATION, IN CONJUNCTION WITH THE CHABAD OF SIMI VALLEY, HELD A MENORAH LIGHTING CEREMONY ON DECEMBER 7, 2023.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON OCTOBER 15, 2023, THE REAGAN FOUNDATION HOSTED A LIVE PRODUCTION OF THE HOLOCAUST PLAY, SURVIVORS. THIS ONE-HOUR PLAY TEACHES THE CHRONOLOGICAL HISTORY OF THE HOLOCAUST BY ENACTING THE ACTUAL EXPERIENCES OF JEWISH CHILDREN AND TEENAGERS FROM EUROPE. [RONALD REAGAN CENTER ON CIVILITY AND DEMOCRACY PROGRAMMING]:>OCTOBER 10, 2023 | E2 SUMMIT OF CEOS AND GOVERNMENT OFFICIALS AT THE INVITATION OF SENATOR MITT ROMNEY AND SPEAKER PAUL RYAN LED A CONVERSATION WITH JONAH GOLDBERG OF THE DISPATCH AND FORMER REP. STEPHANIE MURPHY ON WAYS BUSINESS LEADERS CAN SUPPORT CIVILITY EFFORTS.>MAY 9, 2024 | GOVERNOR SPENCER COX CONVERSATION AT THE REAGAN INSTITUTE WHERE GOVERNOR COX DISCUSSED THE "DISAGREE BETTER" INITIATIVE HE LAUNCHED AS CHAIRMAN OF THE NATIONAL GOVERNOR'S ASSOCIATION. >JULY 16, 2024 | "CIVILITY AND DEMOCRACY: GOING FORWARD" - LAKESIDE TALK IN FRONT OF A PRESTIGIOUS GROUP OF THOUGHT LEADERS AND CEOS AT THE BOHEMIAN GROVE >JULY 25, 2024 | CONVERSATION ON DISINFORMATION AND DEMOCRACY AT THE REAGAN INSTITUTE WITH SENATE SELECT COMMITTEE ON INTELLIGENCE CHAIR, MARK WARNER (D-VA), AND THE HOUSE INTELLIGENCE COMMITTEE'S SUBCOMMITTEE ON OVERSIGHT CHAIR, BRAD WENSTRUP (R-OH), WHERE THEY DISCUSSED THE RISKS OF DISINFORMATION INFLUENCING THE UPCOMING 2024 ELECTION.>JULY 25, 2024 | ROUNDTABLE DISCUSSION ON DISINFORMATION AND DEMOCRACY AT THE REAGAN INSTITUTE IN PARTNERSHIP WITH FREEDOM HOUSE. FEATURED SPEAKERS INCLUDED KAT DUFFY OF THE COUNCIL ON FOREIGN RELATIONS, LINDSAY HUNDLEY OF META, KIAN VESTEINSSON OF FREEDOM HOUSE AND GAVIN WILDE OF THE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE. MODERATED BY MARK DE LA IGLESIA, DIRECTOR FOR U.S. DEMOCRACY AT FREEDOM HOUSE.>SEPTEMBER 18, 2024 | CONVENING OF THE ARCHIVIST OF THE UNITED STATES AND THE HEADS OF ALL PRESIDENTIAL LIBRARIES AT THE REAGAN INSTITUTE TO DISCUSS WAYS TO JOINTLY ADVANCE CIVILITY AND DEMOCRACY, ESPECIALLY IN THE CONTEXT OF AMERICA'S 250TH BIRTHDAY.>SEPTEMBER 24, 2024 | NEWSLETTER ON CIVILITY AND DEMOCRACY FIRST EDITION OF THE QUARTERLY NEWSLETTER PRODUCED BY THE CENTER ON CIVILITY AND DEMOCRACY WAS SENT OUT TO 300,000 PEOPLE. IT HIGHLIGHTS THE CCD'S WORK, FEATURES HIGH PROFILE PARTNERS AND SHOWCASES GRASSROOTS EFFORTS ACROSS THE COUNTRY.>SEPTEMBER 26, 2024 | "IT'S OUR DEMOCRACY: TOWARDS A MORE PERFECT UNION" - DISCUSSION ON THE OPPORTUNITY TO ADVANCE CIVILITY AND DEMOCRACY GOALS AS PART OF AMERICA'S 250TH CELEBRATION AT MOUNT VERNON INCLUDING LEADERS OF OTHER PRESIDENTIAL LIBRARIES AND LEADERS OF CIVILITY AND DEMOCRACY GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,381,038 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $892,115 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,792,247 | 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 | 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 | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 183 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | MS | 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 | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| ROGER ZAKHEIM | |||||||||
| DIRECTOR OF THE REAGAN INS | 40.00 | Yes (X) | $570,769 | $0 | $88,488 | ||||
| JOHN D HEUBUSCH | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $507,500 | $0 | $59,193 | Yes (X) | ||||
| TRULIO DAVID V | |||||||||
| PRESIDENT AND CHIEF EXECUT | 40.00 | Yes (X) | $489,840 | $0 | $22,417 | ||||
| COCHRAN ROBERT A | |||||||||
| DIRECTOR OF DEVELOPMENT - | 40.00 | $300,846 | $0 | $39,344 | Yes (X) | ||||
| KEEGAN MICHELLE POWERS | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $286,731 | $0 | $57,103 | Yes (X) | ||||
| JOANNE M DRAKE | |||||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | Yes (X) | $250,532 | $0 | $59,954 | ||||
| GILLER MELISSA MICHELLE | |||||||||
| CHIEF MARKETING OFFICER | 40.00 | Yes (X) | $239,407 | $0 | $62,227 | ||||
| FITZPATRICK MARK E | |||||||||
| CHIEF DIGITAL STRATEGY OFF | 40.00 | $218,495 | $0 | $46,027 | Yes (X) | ||||
| KARUNARATNE PRIYANTHI | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $216,538 | $0 | $45,956 | ||||
| HOFF RACHEL M | |||||||||
| POLICY DIRECTOR - WASHINGT | 40.00 | $197,309 | $0 | $24,352 | Yes (X) | ||||
| TRAN JANET C | |||||||||
| ASSOCIATE DIRECTOR OF EDUC | 40.00 | $193,098 | $0 | $34,041 | Yes (X) | ||||
| HEIST-LEVINE DUSTIN | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | $174,613 | $0 | $49,233 | Yes (X) | ||||
| ROSEN KATHARINE FLETCHER | |||||||||
| DIRECTOR OF DEVELOPMENT - | 40.00 | $168,854 | $0 | $30,352 | Yes (X) | ||||
| JAVIER III ALMARIO D | |||||||||
| SENIOR DATA ARCHITECT & SY | 40.00 | $164,563 | $0 | $39,621 | Yes (X) | ||||
| FREDERICK J RYAN JR | |||||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE G BUSCH | |||||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RICK J CARUSO | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL P CASTINE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ELAINE L CHAO | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE FORBES | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRADFORD M FREEMAN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW J LITTLEFAIR | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOE LONSDALE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| SUSAN R MCCAW | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| LACHLAN MURDOCH | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| PEGGY NOONAN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| THEODORE B OLSON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| GERALD L PARSKY | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JIM PATTISON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CONDOLEEZZA RICE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN F W ROGERS | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| PAUL RYAN | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BEN C SUTTON JR | |||||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT H TUTTLE | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETE WILSON | |||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,979,095 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $658,308 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRESTIGE MAINTENANCE & EVENTS | |||||
| PO BOX 941723 | SIMI VALLEY | CA | 93094 | MAINTENANCE & CONSTRUCTION | $981,410 |
| BILL CLOUTIER ELECTRIC | |||||
| 17446 STAGG ST | NORTHRIDGE | CA | 91325 | ELECTRICIAN | $309,228 |
| LUNDEEN STUDIOS - JOINT PROJECTS | |||||
| 338 EAST 4TH STREET | LOVELAND | CO | 80537 | SCULPTOR/STATUE MAKER | $165,000 |
| SNELL & WILMER LLP | |||||
| 1 EAST WASHINGTON ST SUITE 2700 | PHOENIX | AZ | 85004 | LEGAL | $120,896 |
| NORTON ROSE FULBRIGHT US LLP | |||||
| PO BOX 122613 | DALLAS | TX | 75312 | LEGAL | $110,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $33,987,556 | AllOtherContributionsAmt |
| Noncash Contributions | $764,718 | NoncashContributionsAmt |
| Total Contributions | $33,987,556 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISITOR SERVICES | 900099 | $3,869,061 | $3,869,061 |
| FOUNDATION SPECIAL EVENT FEES | 900099 | $892,115 | $892,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,761,176 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,816,771 | TotalRevenueColumnAmt |
| Exclusion | $3,816,771 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,013,103 | TotalRevenueColumnAmt |
| Exclusion | $1,013,103 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,295,474 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $567,566 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $727,908 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $727,908 | TotalRevenueColumnAmt |
| Exclusion | $727,908 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,465,828 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,012,795 | SecuritiesAmt |
| Other | $36,180 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $453,033 | SecuritiesAmt |
| Other | -$36,180 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $416,853 | TotalRevenueColumnAmt |
| Exclusion | $416,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,446,878 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,175,635 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,271,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,147,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,939 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING REVENUE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $9,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,324 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,324 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,003,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,917,804 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,939 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,974,635 | 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 | $353,775 | TotalAmt |
| Program Services | $353,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119,551 | TotalAmt |
| Program Services | $2,612,186 | ProgramServicesAmt |
| Management And General | $411,749 | ManagementAndGeneralAmt |
| Fundraising | $1,095,616 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,338,368 | TotalAmt |
| Program Services | $4,428,518 | ProgramServicesAmt |
| Management And General | $565,769 | ManagementAndGeneralAmt |
| Fundraising | $344,081 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,274 | TotalAmt |
| Program Services | $456,557 | ProgramServicesAmt |
| Management And General | $84,379 | ManagementAndGeneralAmt |
| Fundraising | $148,338 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,385 | TotalAmt |
| Program Services | $903,625 | ProgramServicesAmt |
| Management And General | $112,808 | ManagementAndGeneralAmt |
| Fundraising | $139,952 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,893 | TotalAmt |
| Program Services | $529,054 | ProgramServicesAmt |
| Management And General | $54,668 | ManagementAndGeneralAmt |
| Fundraising | $108,171 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,660 | TotalAmt |
| Management And General | $269,660 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,075 | TotalAmt |
| Management And General | $86,075 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,865 | TotalAmt |
| Fundraising | $171,865 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,905 | TotalAmt |
| Program Services | $946,307 | ProgramServicesAmt |
| Management And General | $243,658 | ManagementAndGeneralAmt |
| Fundraising | $248,940 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,416 | TotalAmt |
| Program Services | $1,749,788 | ProgramServicesAmt |
| Management And General | $228 | ManagementAndGeneralAmt |
| Fundraising | $38,400 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,693 | TotalAmt |
| Program Services | $30,888 | ProgramServicesAmt |
| Management And General | $2,805 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,255 | TotalAmt |
| Program Services | $4,342 | ProgramServicesAmt |
| Management And General | $279,913 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,264,313 | TotalAmt |
| Program Services | $3,015,789 | ProgramServicesAmt |
| Management And General | $119,041 | ManagementAndGeneralAmt |
| Fundraising | $129,483 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,370 | TotalAmt |
| Program Services | $420,732 | ProgramServicesAmt |
| Management And General | $130,280 | ManagementAndGeneralAmt |
| Fundraising | $255,358 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,816 | TotalAmt |
| Program Services | $93,816 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,631 | TotalAmt |
| Management And General | $656,631 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,859,925 | TotalAmt |
| Program Services | $4,859,925 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,844 | TotalAmt |
| Program Services | $875,056 | ProgramServicesAmt |
| Management And General | $108,788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $4,018,421 | $3,869,555 | $5,640 | $143,226 |
| FOUNDATION EXHIBITS | $1,948,553 | $1,948,553 | ||
| CONTRACTED SERVICES | $1,493,591 | $978,335 | $494,641 | $20,615 |
| DIRECT MAIL POSTAGE | $542,910 | $542,910 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,453,293 | TotalAmt |
| Program Services | $2,715,446 | ProgramServicesAmt |
| Management And General | $853,642 | ManagementAndGeneralAmt |
| Fundraising | $884,205 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,543,782 | TotalAmt |
| Program Services | $30,792,247 | ProgramServicesAmt |
| Management And General | $4,480,375 | ManagementAndGeneralAmt |
| Fundraising | $4,271,160 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,601,863 | BOYAmt |
| EOY | $8,303,300 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,159,962 | BOYAmt |
| EOY | $42,028,681 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,689 | BOYAmt |
| EOY | $604,145 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,514 | BOYAmt |
| EOY | $868,201 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,747 | BOYAmt |
| EOY | $2,561,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $179,026,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,961,164 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,165,117 | BOYAmt |
| EOY | $87,065,591 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,017,563 | BOYAmt |
| EOY | $306,185,991 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,982,472 | BOYAmt |
| EOY | $7,537,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,922,927 | BOYAmt |
| EOY | $455,154,567 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,509,642 | BOYAmt |
| EOY | $3,170,266 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,585,278 | BOYAmt |
| EOY | $9,295,817 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,045,419 | BOYAmt |
| EOY | $9,045,419 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,827,092 | BOYAmt |
| EOY | $3,726,062 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,967,431 | BOYAmt |
| EOY | $25,237,564 | 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 | $191,785,746 | BOYAmt |
| EOY | $204,455,167 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,169,750 | BOYAmt |
| EOY | $225,461,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,955,496 | BOYAmt |
| EOY | $429,917,003 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,922,927 | BOYAmt |
| EOY | $455,154,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,460,152 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,501,356 | 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 | $14,303,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,717,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,747,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,337,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,987,556 | CurrentTaxYearAmt |
| Total | $114,092,208 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,303,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,717,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,747,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,337,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,987,556 | CurrentTaxYearAmt |
| Total | $114,092,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,289,240 | SubstantialContributorsTotAmt |
| Public Support Total170 | $106,802,968 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,280,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,106,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,047,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,072,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,134,672 | CurrentTaxYearAmt |
| Total | $24,641,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $138,734,147 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,775,755 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79020 | 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 | $258,655,595 | BeginningYearBalanceAmt |
| Contributions | $82,411 | ContributionsAmt |
| Investment Earnings Or Losses | $40,856,921 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,952,209 | OtherExpendituresAmt |
| End Year Balance | $297,642,718 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $238,497,927 | BeginningYearBalanceAmt |
| Contributions | $21,050,000 | ContributionsAmt |
| Investment Earnings Or Losses | $20,687,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,579,563 | OtherExpendituresAmt |
| End Year Balance | $258,655,595 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,125,902 | BeginningYearBalanceAmt |
| Contributions | $4,101,867 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,000,502 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,729,340 | OtherExpendituresAmt |
| End Year Balance | $238,497,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| 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 | $24,227,916 | OtherCostOrOtherBasisAmt |
| Book Value | $24,227,916 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,504,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,026,552 | DepreciationAmt |
| Book Value | $55,477,978 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,492,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,934,612 | DepreciationAmt |
| Book Value | $6,557,776 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $801,921 | OtherCostOrOtherBasisAmt |
| Book Value | $801,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,065,591 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY SECURITIES | $48,786,849 | F |
| EQUITY MUTUAL FUNDS | $120,746,131 | F |
| TRUST FUNDS HELD BY OTHERS | $574,023 | F |
| FIXED INCOME MUTUAL FUNDS | $136,078,988 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $306,185,991 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCED LEASE LIABLITY | $364,583 |
| OPERATING LEASE LIABILITY | $3,361,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,726,062 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $85,662,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $38,501,356 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,157,160 | OtherRevenueAmt |
| Revenue Not Reported | $39,658,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,003,933 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,003,933 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,664,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,120,980 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,120,980 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,543,782 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,543,782 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 CAMPUS, 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 $87,603 AND $363,316 AT SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 1,175,635. RENTAL EXPENSES NETTED AGAINST REVENUE 567,566. PROVISION FOR DOUBTFUL PLEDGES -622,221. SALE OF ASSETS 36,180. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 1,175,635. RENTAL EXPENSES NETTED AGAINST REVENUE 567,566. PROVISION FOR DOUBTFUL PLEDGES -622,221. SALE OF ASSETS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ALLEGIANCE FUNDRAISING LLC | ||||||||
| 4840 AMBER VALLEY PKWY S STE C | FARGO | ND | 58104 | DIRECT MAIL CONSULTING | 0 | $652,076 | $730,734 | -$78,658 |
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL CONSULTING | 0 | $417,909 | $468,321 | -$50,412 |
| DIRECT MAIL PROCESSORS | ||||||||
| 1150 CONRAD CT | HAGERSTOWN | MD | 21740 | DIRECT MAIL PROCESSING | 0 | $0 | $31,552 | -$31,552 |
| AMERICAN PHILANTHROPIC | ||||||||
| 2329 MAIN ST STE 106 | LITTLETON | CO | 80120 | DIRECT MAIL CONSULTING | 0 | $0 | $32,666 | -$32,666 |
| PLUMAVEN | ||||||||
| 10202 SOLTA DR | DALLAS | TX | 75218 | DIRECT MAIL CONSULTING | 0 | $0 | $25,000 | -$25,000 |
| MMJC CONSULTING LLC | ||||||||
| 20074 GREAT FALLS FOREST DR | GREAT FALLS | VA | 22066 | 0 | $0 | $8,000 | -$8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,069,985 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,296,273 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$226,288 | 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 | 54 | RecipientCnt |
| Cash Grant | $353,775 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROGER ZAKHEIM | ||||||||||||||
| DIRECTOR OF THE REAGAN INS | $455,769 | $0 | $115,000 | $0 | $0 | $0 | $54,542 | $0 | $33,946 | $0 | $659,257 | $0 | $0 | $0 |
| JOHN D HEUBUSCH | ||||||||||||||
| EXECUTIVE DIRECTOR | $507,500 | $0 | $0 | $0 | $0 | $0 | $41,092 | $0 | $18,101 | $0 | $566,693 | $0 | $0 | $0 |
| TRULIO DAVID V | ||||||||||||||
| PRESIDENT AND CHIEF EXECUT | $489,840 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,417 | $0 | $512,257 | $0 | $0 | $0 |
| COCHRAN ROBERT A | ||||||||||||||
| DIRECTOR OF DEVELOPMENT - | $264,846 | $0 | $36,000 | $0 | $0 | $0 | $36,320 | $0 | $3,024 | $0 | $340,190 | $0 | $0 | $0 |
| KEEGAN MICHELLE POWERS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $266,731 | $0 | $20,000 | $0 | $0 | $0 | $33,625 | $0 | $23,478 | $0 | $343,834 | $0 | $0 | $0 |
| JOANNE M DRAKE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $238,032 | $0 | $12,500 | $0 | $0 | $0 | $28,476 | $0 | $31,478 | $0 | $310,486 | $0 | $0 | $0 |
| GILLER MELISSA MICHELLE | ||||||||||||||
| CHIEF MARKETING OFFICER | $219,407 | $0 | $20,000 | $0 | $0 | $0 | $28,281 | $0 | $33,946 | $0 | $301,634 | $0 | $0 | $0 |
| FITZPATRICK MARK E | ||||||||||||||
| CHIEF DIGITAL STRATEGY OFF | $206,495 | $0 | $12,000 | $0 | $0 | $0 | $25,023 | $0 | $21,004 | $0 | $264,522 | $0 | $0 | $0 |
| KARUNARATNE PRIYANTHI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $206,538 | $0 | $10,000 | $0 | $0 | $0 | $24,476 | $0 | $21,480 | $0 | $262,494 | $0 | $0 | $0 |
| HOFF RACHEL M | ||||||||||||||
| POLICY DIRECTOR - WASHINGT | $182,309 | $0 | $15,000 | $0 | $0 | $0 | $22,059 | $0 | $2,293 | $0 | $221,661 | $0 | $0 | $0 |
| TRAN JANET C | ||||||||||||||
| ASSOCIATE DIRECTOR OF EDUC | $180,098 | $0 | $13,000 | $0 | $0 | $0 | $21,997 | $0 | $12,044 | $0 | $227,139 | $0 | $0 | $0 |
| HEIST-LEVINE DUSTIN | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $174,613 | $0 | $0 | $0 | $0 | $0 | $20,565 | $0 | $28,668 | $0 | $223,846 | $0 | $0 | $0 |
| ROSEN KATHARINE FLETCHER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT - | $157,854 | $0 | $11,000 | $0 | $0 | $0 | $18,369 | $0 | $11,983 | $0 | $199,206 | $0 | $0 | $0 |
| JAVIER III ALMARIO D | ||||||||||||||
| SENIOR DATA ARCHITECT & SY | $155,395 | $0 | $9,168 | $0 | $0 | $0 | $18,775 | $0 | $20,846 | $0 | $204,184 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5841 | ContributionCnt |
| Noncash Contributions Rpt F990 | $764,718 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | WE ARE FUNDED PRIMARILY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED PRESIDENTS IN AMERICAN HISTORY. FOR THE FISCAL YEAR, 258,977 VISITORS TOURED THROUGH THE REAGAN LIBRARY, OF WHICH 25,207 WERE STUDENT GROUPS. ANOTHER 32,516 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT. JUST OVER 2,200 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. OVER 375,000 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2024, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION). |
| DECEMBER 1-2, 2023 | REAGAN NATIONAL DEFENSE FORUM: | >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 CIVILIAN AND UNIFORMED 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. FEATURED SPEAKERS INCLUDED THE HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, THE HON. GINA RAIMONDO, U.S. SECRETARY OF COMMERCE, AND GEN. C.Q. BROWN, CHAIRMAN OF THE JOINT CHIEFS OF STAFF. DECEMBER 13, 2023 | AUTHOR'S WORKSHOP: LAILA BALLOUT JANUARY 23, 2024 | AUTHOR'S WORKSHOP: RYAN HADDAD JANUARY 25, 2024 | BEYOND THE SCIF: NATIONAL SECURITY AND AI FEBRUARY AND JUNE, 2024 | REAGAN INSTITUTE STRATEGY GROUP: >THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP, AND PROMOTE REAGAN-ESQUE FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP MEETS TWICE A YEAR FOR POLICY DISCUSSIONS AND TO HEAR FROM A VARIETY OF POLITICAL LEADERS. THE 2024 RISG CONVENINGS FEATURED SENATE ARMED SERVICES COMMITTEE CHAIRMAN ROGER WICKER, SENATOR MIKE ROUNDS, HOUSE FOREIGN AFFAIRS COMMITTEE CHAIRMAN MIKE MCCAUL, LT. GEN. KEITH KELLOGG, AND FORMER WHITE HOUSE DEPUTY CHIEF OF STAFF KARL ROVE. FEBRUARY 13, 2024 | GET ME CARLUCCI BOOK EVENT WITH AUTHOR KRISTIN CARLUCCI WEED MARCH 6, 2024 | THE SEARCH FOR REAGAN: THE APPEALING INTELLECTUAL CONSERVATISM OF RONALD REAGAN BOOK EVENT WITH AUTHOR CRAIG SHIRLEY MARCH 19, 2024 | NATIONAL SECURITY INNOVATION BASE SUMMIT (NSIB) AND REPORT CARD: >THE SECOND ANNUAL NATIONAL SECURITY INNOVATION BASE SUMMIT TOOK PLACE ON MARCH 19-20, 2024. AT THE SUMMIT, THE INSTITUTE LAUNCHED THE SECOND ITERATION OF ITS NATIONAL SECURITY INNOVATION BASE REPORT CARD A FIRST-OF-ITS-KIND ASSESSMENT TO MEASURE THE HEALTH, RESILIENCE, AND EFFECTIVENESS OF AMERICA'S INNOVATION BASE AND MAKE POLICY RECOMMENDATIONS. DISTINGUISHED SPEAKERS INCLUDED THE HON. KATHLEEN HICKS, DEPUTY SECRETARY OF DEFENSE, GENERAL MICHAEL GUETLEIN, VICE CHIEF OF SPACE OPERATIONS, AND SENATORS JONI ERNST OF IOWA AND TODD YOUNG OF INDIANA. APRIL 9, 2024 | "FROM BEYOND THE BARS: >THE QUEST FOR FREEDOM AND DEMOCRACY IN RUSSIA" EVENT CO-SPONSORED WITH THE MCCAIN INSTITUTE OBSERVING THE TWO-YEAR ANNIVERSARY OF THE UNJUST IMPRISONMENT OF RUSSIAN JOURNALIST AND DEMOCRACY ACTIVIST VLADIMIR KARA-MURZA. RRI POLICY DIRECTOR RACHEL HOFF DELIVERED REMARKS. APRIL 11, 2024 | UNRAVELING THE GRAY AREA PROBLEM BOOK EVENT WITH AUTHOR LUKE GRIFFITH MAY 2, 2024 | GWU + RRI COLD WAR DINNER: >THE COLD WAR CONFERENCE HOSTED WITH GWU AT THE REAGAN INSTITUTE WELCOMED DOZENS OF GRADUATE STUDENTS WORKING ON CRITICAL ISSUES IN THE LATE COLD WAR. THE EVENT ALLOWED THE INSTITUTE TO HIGHLIGHT REAGAN'S ROLE IN ENDING THE COLD WAR, WHILE DEVELOPING A PIPELINE FOR REAGAN INSTITUTE SCHOLARLY INITIATIVES, ESPECIALLY ITS POSTDOCTORAL FELLOWSHIP. |
| MAY 22-23, 2024 | REAGAN INSTITUTE SUMMIT ON EDUCATION: | >THE REAGAN INSTITUTE SUMMIT ON EDUCATION, OR RISE, IS A BIPARTISAN CONVENING THAT EXAMINES THE HEALTH OF THE AMERICAN EDUCATION SYSTEM. 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. THE 2023 SUMMIT FEATURED DISTINGUISHED SPEAKERS INCLUDING DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES, THE HON. ASA HUTCHINSON, FORMER GOVERNOR OF ARKANSAS, THE HON. WES MOORE, GOVERNOR OF MARYLAND, AND THE HON. JAMES KVAAL, U.S. UNDER SECRETARY OF EDUCATION. JUNE - JULY, 2024 | ACADEMY FOR CIVIC EDUCATION AND DEMOCRACY: >ACED IS RRI'S IN-PERSON 8-WEEK SUMMER PROGRAM IN WASHINGTON, DC. CLASSES ARE HELD AT THE RONALD REAGAN INSTITUTE BUILDING AND ACCREDITED BY GEORGE WASHINGTON UNIVERSITY. THE ACED PROGRAM IS DESIGNED TO FOSTER THE NEXT GENERATION OF CIVIC LEADERS. DURING THE SUMMER, UNDERGRADUATE STUDENTS IMMERSE THEMSELVES IN WASHINGTON, DC FOR A PROFOUND AND EXPERIENTIAL LEARNING EXPERIENCE. STUDENTS PARTICIPATE IN AN ACCREDITED COURSE THAT PROVIDES THEM WITH THE CHANCE TO EXPLORE HISTORY BOTH WITHIN AND BEYOND THE CLASSROOM. EVERY WEEK, THEY NOT ONLY INTERACT WITH INFLUENTIAL FIGURES FROM DIVERSE SECTORS BUT ALSO PUT THEIR SKILLS, KNOWLEDGE, AND NETWORK INTO PRACTICE THROUGH INTERNSHIPS. THIS UNIQUE OPPORTUNITY IN WASHINGTON, DC WILL EMPOWER STUDENTS TO BEGIN THEIR OWN LEADERSHIP JOURNEY WITH CONFIDENCE AND TANGIBLE EXPERIENCES. FEATURED SPEAKERS INCLUDED: FORMER VICE CHIEF OF STAFF OF THE UNITED STATES ARMY, GENERAL JACK KEANE; FORMER UNITED STATES SECRETARY OF HOMELAND SECURITY, SECRETARY JEH JOHNSON; FORMER AMBASSADOR-AT-LARGE FOR GLOBAL WOMEN'S ISSUES, AMBASSADOR KELLY CURRIE. JUNE 17, 2024 | REAGAN INSTITUTE SUMMER SURVEY: >THE REAGAN INSTITUTE SUMMER SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF FOREIGN POLICY AND NATIONAL SECURITY MATTERS. JULY 9, 2024 | AN ADDRESS BY PRESIDENT ZELENSKYY ON THE 75TH ANNIVERSARY OF THE NORTH ATLANTIC TREATY JULY 11, 2024 | AGE OF REAGAN WORKING GROUP CONVENING: >THE AGE OF REAGAN WORKING GROUPS FOCUS ON FOUR SUBJECT AREAS THAT ARE BOTH CRITICAL FOR PRESIDENT REAGAN'S LEGACY AND TIMELY FOR OUR CURRENT POLITICAL MOMENT (INTERNATIONAL HISTORY OF SDI, GLOBAL REAGANOMICS, PRESIDENTIAL RHETORIC, POSTWAR CONSERVATISM AND THE NEW RIGHT). THESE WORKING GROUPS FORM THE BACKBONE OF THE AGE OF REAGAN BIENNIAL CONFERENCE AND ARE DESIGNED TO PRODUCE AN AUTHORITATIVE COLLECTION OF ESSAYS PUBLISHED BY A TOP-TIER UNIVERSITY PRESS WHILE ALSO SERVING AS A HUB OF EXPERTS FOR ADDITIONAL PROJECTS. THEY ARE CO-CHAIRED BY DISTINGUISHED SCHOLARS AND CONSIST OF 8-12 SCHOLARS EACH. JULY 25, 2024 | "FOREIGN INFLUENCE OPERATIONS AND AMERICAN ELECTIONS: RISKS AND RESPONSES" EVENT CO-HOSTED WITH FREEDOM HOUSE: >THIS EVENT FEATURED SENATOR MARK WARNER AND REPRESENTATIVE BRAD WENSTRUP, ALONG WITH EXPERTS, TO DISCUSS THE CHALLENGES OF DISINFORMATION. SEPTEMBER 13-14, 2024 | REAGAN-JACKSON SECURITY DIALOGUE: THE REAGAN-JACKSON SECURITY DIALOGUE, WHICH WAS RUN IN PARTNERSHIP WITH THE HENRY JACKSON SOCIETY AND TOOK PLACE IN CAMBRIDGE, UK, BROUGHT TOGETHER A BIPARTISAN CONGRESSIONAL DELEGATION AS WELL AS MEMBERS OF PARLIAMENT AND KEY STAKEHOLDERS FROM BOTH THE US AND UK NATIONAL SECURITY COMMUNITIES. DISCUSSIONS FOCUSED ON POLICIES TO STRENGTHEN ALLIED DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT, INCLUDING THE NATIONAL SECURITY CHALLENGES POSED BY CHINA AND RUSSIA, AND EXPLORED OPPORTUNITIES FOR DEEPER TRANSATLANTIC COOPERATION. SEPTEMBER 26-29, 2024 | 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. FEATURED SPEAKERS INCLUDED THE HON. GINA HASPEL, FORMER DIRECTOR, CENTRAL INTELLIGENCE AGENCY; THE HON. MAC THORNBERRY, FORMER CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE; AND MR. ERIC CHEWNING, FORMER CHIEF OF STAFF, SECRETARY OF DEFENSE. CIVIC LEADERS FELLOWSHIP: >CLF IS RRI'S SIX-MONTH LEADERSHIP AND PROFESSIONAL DEVELOPMENT PROGRAM DESIGNED TO ELEVATE STUDENT SUCCESS IN CIVIC AND PROFESSIONAL LIFE. THE FELLOWSHIP UTILIZES A COMBINATION OF HYBRID AND PLACE-BASED LEARNING AT BOTH THE REAGAN LIBRARY IN CALIFORNIA AND THE REAGAN INSTITUTE IN WASHINGTON, DC. THROUGH THE CIVIC LEADERS FELLOWSHIP, UNDERGRADUATE STUDENTS GROW AS YOUNG PROFESSIONALS AND LEADERS, READY TO TAKE ON THE NEXT STAGE OF LIFE. FEATURED SPEAKERS INCLUDED REPRESENTATIVE MARK GREEN; ANNE TSAI BENNETT, NATIONAL ENDOWMENT FOR DEMOCRACY; DAN TWINING, INTERNATIONAL REPUBLICAN INSTITUTE. 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. THE 2024-2025 VISITING SCHOLARS ARE DR. JOSH TAIT, DR. DANIEL SAMET, AND DR. NATHAN TRIMBLE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTED 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 PRESIDENT AND CHIEF EXECUTIVE OFFICER, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, SELECT TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. STAFF COMPENSATION AND PROPOSED CHANGES ARE 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 | PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 485,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 28,610. TOTAL EXPENSES 514,415. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 314,049. MANAGEMENT AND GENERAL EXPENSES 118,489. FUNDRAISING EXPENSES 733. TOTAL EXPENSES 433,271. SOFTWARE LICENSES AND MAINT (INC SALES FORCE): PROGRAM SERVICE EXPENSES 85,100. MANAGEMENT AND GENERAL EXPENSES 318,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,491. OTHER COSTS: PROGRAM SERVICE EXPENSES 394,732. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,686. TOTAL EXPENSES 401,418. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 382,705. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,705. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 338,495. TOTAL EXPENSES 338,495. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 175,190. MANAGEMENT AND GENERAL EXPENSES 2,041. FUNDRAISING EXPENSES 79,894. TOTAL EXPENSES 257,125. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 210,001. TOTAL EXPENSES 210,001. TAXES & FEES: PROGRAM SERVICE EXPENSES 18,599. MANAGEMENT AND GENERAL EXPENSES 150,319. FUNDRAISING EXPENSES 22,457. TOTAL EXPENSES 191,375. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 136,734. MANAGEMENT AND GENERAL EXPENSES 27,368. FUNDRAISING EXPENSES 23,870. TOTAL EXPENSES 187,972. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 109,896. MANAGEMENT AND GENERAL EXPENSES 10,200. FUNDRAISING EXPENSES 40,798. TOTAL EXPENSES 160,894. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 69,612. MANAGEMENT AND GENERAL EXPENSES 72,550. FUNDRAISING EXPENSES 206. TOTAL EXPENSES 142,368. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 45,325. MANAGEMENT AND GENERAL EXPENSES 6,395. FUNDRAISING EXPENSES 89,487. TOTAL EXPENSES 141,207. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 81,814. MANAGEMENT AND GENERAL EXPENSES 9,551. FUNDRAISING EXPENSES 15,832. TOTAL EXPENSES 107,197. WEB SERVICES: PROGRAM SERVICE EXPENSES 59,892. MANAGEMENT AND GENERAL EXPENSES 43,611. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,503. OUTSIDE SERVICE AND FEES: PROGRAM SERVICE EXPENSES 88,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,715. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 57,823. MANAGEMENT AND GENERAL EXPENSES 25,100. FUNDRAISING EXPENSES 2,438. TOTAL EXPENSES 85,361. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 76,990. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,990. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 26,312. MANAGEMENT AND GENERAL EXPENSES 23,295. FUNDRAISING EXPENSES 2,648. TOTAL EXPENSES 52,255. SPEAKER FEES: PROGRAM SERVICE EXPENSES 45,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,523. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 1,068. MANAGEMENT AND GENERAL EXPENSES 41,922. FUNDRAISING EXPENSES 520. TOTAL EXPENSES 43,510. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 31,820. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,820. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 16,212. MANAGEMENT AND GENERAL EXPENSES 13. FUNDRAISING EXPENSES 2,885. TOTAL EXPENSES 19,110. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 18,412. TOTAL EXPENSES 18,412. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 1,620. MANAGEMENT AND GENERAL EXPENSES 4,397. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,017. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 4,965. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 233. TOTAL EXPENSES 5,198. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 4,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,945. |