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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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-15T11:36:23-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454095250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSE SNYDER & JACOBS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115821 VENTURA BLVD STE 490AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770054631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RONALD REAGAN PRESIDENTIALBusinessNameLine1Txt
Business Name Line2FOUNDATION AND INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRONABusinessNameControlTxt
Phone8055222977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRIVE 200AddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930650600ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPREE KARUNARATNEPersonNm
Person TitleCHIEF FIN. OFFICERPersonTitleTxt
Phone8055222977PhoneNum
Signature2025-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG M FRYEPreparerPersonNm
PTINP00090236PTIN
Phone8184610600PhoneNum
Preparation2025-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN HEUBUSCHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93065ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$48,796,110GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.REAGANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE 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 Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee183TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$123,939TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$16,489NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,337,300PYContributionsGrantsAmt
CY Contributions Grants$33,987,556CYContributionsGrantsAmt
PY Program Service Revenue$5,660,065PYProgramServiceRevenueAmt
CY Program Service Revenue$4,761,176CYProgramServiceRevenueAmt
PY Investment Income$4,962,559PYInvestmentIncomeAmt
CY Investment Income$4,233,624CYInvestmentIncomeAmt
PY Other Revenue$3,077,416PYOtherRevenueAmt
CY Other Revenue$3,021,578CYOtherRevenueAmt
PY Total Revenue$37,037,340PYTotalRevenueAmt
CY Total Revenue$46,003,934CYTotalRevenueAmt
PY Grants And Similar Paid$421,471PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$353,775CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,202,786PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,995,471CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$88,688PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$171,865CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,271,160CYTotalFundraisingExpenseAmt
PY Other Expenses$25,436,641PYOtherExpensesAmt
CY Other Expenses$27,022,671CYOtherExpensesAmt
PY Total Expenses$36,149,586PYTotalExpensesAmt
CY Total Expenses$39,543,782CYTotalExpensesAmt
PY Revenues Less Expenses$887,754PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,460,152CYRevenuesLessExpensesAmt
Total Assets BOY$411,922,927TotalAssetsBOYAmt
Total Assets EOY$455,154,567TotalAssetsEOYAmt
Total Liabilities BOY$26,967,431TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,237,564TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$384,955,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$429,917,003NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,708,810ExpenseAmt
Grant$353,775GrantAmt
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

FieldValueIRS element (for citing)
Expense$10,032,673ExpenseAmt
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

FieldValueIRS element (for citing)
Expense$14,669,726ExpenseAmt
Revenue$3,869,061RevenueAmt
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

FieldValueIRS element (for citing)
Expense$2,381,038ExpenseAmt
Revenue$892,115RevenueAmt
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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,381,038TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$892,115TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$30,792,247TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document149IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee183EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PREE KARUNARATNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8055772717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRIVEAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930650600ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ROGER ZAKHEIM
DIRECTOR OF THE REAGAN INS40.00Yes (X)$570,769$0$88,488
JOHN D HEUBUSCH
EXECUTIVE DIRECTOR40.00$507,500$0$59,193Yes (X)
TRULIO DAVID V
PRESIDENT AND CHIEF EXECUT40.00Yes (X)$489,840$0$22,417
COCHRAN ROBERT A
DIRECTOR OF DEVELOPMENT -40.00$300,846$0$39,344Yes (X)
KEEGAN MICHELLE POWERS
CHIEF DEVELOPMENT OFFICER40.00$286,731$0$57,103Yes (X)
JOANNE M DRAKE
CHIEF ADMINISTRATIVE OFFIC40.00Yes (X)$250,532$0$59,954
GILLER MELISSA MICHELLE
CHIEF MARKETING OFFICER40.00Yes (X)$239,407$0$62,227
FITZPATRICK MARK E
CHIEF DIGITAL STRATEGY OFF40.00$218,495$0$46,027Yes (X)
KARUNARATNE PRIYANTHI
CHIEF FINANCIAL OFFICER40.00Yes (X)$216,538$0$45,956
HOFF RACHEL M
POLICY DIRECTOR - WASHINGT40.00$197,309$0$24,352Yes (X)
TRAN JANET C
ASSOCIATE DIRECTOR OF EDUC40.00$193,098$0$34,041Yes (X)
HEIST-LEVINE DUSTIN
DIRECTOR OF MAJOR GIFTS40.00$174,613$0$49,233Yes (X)
ROSEN KATHARINE FLETCHER
DIRECTOR OF DEVELOPMENT -40.00$168,854$0$30,352Yes (X)
JAVIER III ALMARIO D
SENIOR DATA ARCHITECT & SY40.00$164,563$0$39,621Yes (X)
FREDERICK J RYAN JR
CHAIRMAN1.00$0$0$0Yes (X)
CATHERINE G BUSCH
SECRETARY1.00$0$0$0Yes (X)
RICK J CARUSO
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL P CASTINE
TRUSTEE1.00$0$0$0Yes (X)
ELAINE L CHAO
TRUSTEE1.00$0$0$0Yes (X)
STEVE FORBES
TRUSTEE1.00$0$0$0Yes (X)
BRADFORD M FREEMAN
TRUSTEE1.00$0$0$0Yes (X)
ANDREW J LITTLEFAIR
TRUSTEE1.00$0$0$0Yes (X)
JOE LONSDALE
TRUSTEE1.00$0$0$0Yes (X)
SUSAN R MCCAW
TRUSTEE1.00$0$0$0Yes (X)
LACHLAN MURDOCH
TRUSTEE1.00$0$0$0Yes (X)
PEGGY NOONAN
TRUSTEE1.00$0$0$0Yes (X)
THEODORE B OLSON
TRUSTEE1.00$0$0$0Yes (X)
GERALD L PARSKY
TRUSTEE1.00$0$0$0Yes (X)
JIM PATTISON
TRUSTEE1.00$0$0$0Yes (X)
CONDOLEEZZA RICE
TRUSTEE1.00$0$0$0Yes (X)
JOHN F W ROGERS
TRUSTEE1.00$0$0$0Yes (X)
PAUL RYAN
TRUSTEE1.00$0$0$0Yes (X)
BEN C SUTTON JR
TREASURER1.00$0$0$0Yes (X)
ROBERT H TUTTLE
TRUSTEE1.00$0$0$0Yes (X)
PETE WILSON
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,979,095TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$658,308TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PRESTIGE MAINTENANCE & EVENTS
PO BOX 941723SIMI VALLEYCA93094MAINTENANCE & CONSTRUCTION$981,410
BILL CLOUTIER ELECTRIC
17446 STAGG STNORTHRIDGECA91325ELECTRICIAN$309,228
LUNDEEN STUDIOS - JOINT PROJECTS
338 EAST 4TH STREETLOVELANDCO80537SCULPTOR/STATUE MAKER$165,000
SNELL & WILMER LLP
1 EAST WASHINGTON ST SUITE 2700PHOENIXAZ85004LEGAL$120,896
NORTON ROSE FULBRIGHT US LLP
PO BOX 122613DALLASTX75312LEGAL$110,170
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
All Other Contributions$33,987,556AllOtherContributionsAmt
Noncash Contributions$764,718NoncashContributionsAmt
Total Contributions$33,987,556TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISITOR SERVICES900099$3,869,061$3,869,061
FOUNDATION SPECIAL EVENT FEES900099$892,115$892,115
FieldValueIRS element (for citing)
Total Program Service Revenue$4,761,176TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,816,771TotalRevenueColumnAmt
Exclusion$3,816,771ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,013,103TotalRevenueColumnAmt
Exclusion$1,013,103ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,295,474RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$567,566RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$727,908RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$727,908TotalRevenueColumnAmt
Exclusion$727,908ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,465,828SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,012,795SecuritiesAmt
Other$36,180OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$453,033SecuritiesAmt
Other-$36,180OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$416,853TotalRevenueColumnAmt
Exclusion$416,853ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,446,878GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,175,635CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,271,243TotalRevenueColumnAmt
Related Or Exempt Func Income$1,147,304RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$123,939UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADVERTISING REVENUEDesc
Business541800BusinessCd
Total Revenue Column$9,324TotalRevenueColumnAmt
Related Or Exempt Func Income$9,324RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,324OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,003,934TotalRevenueColumnAmt
Related Or Exempt Func Income$5,917,804RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$123,939UnrelatedBusinessRevenueAmt
Exclusion$5,974,635ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$353,775TotalAmt
Program Services$353,775ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,119,551TotalAmt
Program Services$2,612,186ProgramServicesAmt
Management And General$411,749ManagementAndGeneralAmt
Fundraising$1,095,616FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,338,368TotalAmt
Program Services$4,428,518ProgramServicesAmt
Management And General$565,769ManagementAndGeneralAmt
Fundraising$344,081FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$689,274TotalAmt
Program Services$456,557ProgramServicesAmt
Management And General$84,379ManagementAndGeneralAmt
Fundraising$148,338FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,156,385TotalAmt
Program Services$903,625ProgramServicesAmt
Management And General$112,808ManagementAndGeneralAmt
Fundraising$139,952FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$691,893TotalAmt
Program Services$529,054ProgramServicesAmt
Management And General$54,668ManagementAndGeneralAmt
Fundraising$108,171FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$269,660TotalAmt
Management And General$269,660ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$86,075TotalAmt
Management And General$86,075ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$171,865TotalAmt
Fundraising$171,865FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,438,905TotalAmt
Program Services$946,307ProgramServicesAmt
Management And General$243,658ManagementAndGeneralAmt
Fundraising$248,940FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,788,416TotalAmt
Program Services$1,749,788ProgramServicesAmt
Management And General$228ManagementAndGeneralAmt
Fundraising$38,400FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,693TotalAmt
Program Services$30,888ProgramServicesAmt
Management And General$2,805ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$284,255TotalAmt
Program Services$4,342ProgramServicesAmt
Management And General$279,913ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,264,313TotalAmt
Program Services$3,015,789ProgramServicesAmt
Management And General$119,041ManagementAndGeneralAmt
Fundraising$129,483FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$806,370TotalAmt
Program Services$420,732ProgramServicesAmt
Management And General$130,280ManagementAndGeneralAmt
Fundraising$255,358FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$93,816TotalAmt
Program Services$93,816ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$656,631TotalAmt
Management And General$656,631ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,859,925TotalAmt
Program Services$4,859,925ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$983,844TotalAmt
Program Services$875,056ProgramServicesAmt
Management And General$108,788ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$4,453,293TotalAmt
Program Services$2,715,446ProgramServicesAmt
Management And General$853,642ManagementAndGeneralAmt
Fundraising$884,205FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,543,782TotalAmt
Program Services$30,792,247ProgramServicesAmt
Management And General$4,480,375ManagementAndGeneralAmt
Fundraising$4,271,160FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,601,863BOYAmt
EOY$8,303,300EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,159,962BOYAmt
EOY$42,028,681EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$869,689BOYAmt
EOY$604,145EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$968,514BOYAmt
EOY$868,201EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,157,747BOYAmt
EOY$2,561,479EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$179,026,755LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$91,961,164LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$89,165,117BOYAmt
EOY$87,065,591EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$261,017,563BOYAmt
EOY$306,185,991EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,982,472BOYAmt
EOY$7,537,179EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$411,922,927BOYAmt
EOY$455,154,567EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,509,642BOYAmt
EOY$3,170,266EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,585,278BOYAmt
EOY$9,295,817EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,045,419BOYAmt
EOY$9,045,419EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,827,092BOYAmt
EOY$3,726,062EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,967,431BOYAmt
EOY$25,237,564EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$191,785,746BOYAmt
EOY$204,455,167EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$193,169,750BOYAmt
EOY$225,461,836EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$384,955,496BOYAmt
EOY$429,917,003EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$411,922,927BOYAmt
EOY$455,154,567EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,460,152ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$38,501,356NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,303,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,717,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,747,128CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,337,300CurrentTaxYearMinus1YearAmt
Current Tax Year$33,987,556CurrentTaxYearAmt
Total$114,092,208TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,303,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,717,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,747,128CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,337,300CurrentTaxYearMinus1YearAmt
Current Tax Year$33,987,556CurrentTaxYearAmt
Total$114,092,208TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,289,240SubstantialContributorsTotAmt
Public Support Total170$106,802,968PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,280,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,106,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,047,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,072,974CurrentTaxYearMinus1YearAmt
Current Tax Year$6,134,672CurrentTaxYearAmt
Total$24,641,939TotalAmt
FieldValueIRS element (for citing)
Total Support$138,734,147TotalSupportAmt
Gross Receipts Rltd Activities$28,775,755GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76980PublicSupportCY170Pct
Public Support PY1700.79020PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$258,655,595BeginningYearBalanceAmt
Contributions$82,411ContributionsAmt
Investment Earnings Or Losses$40,856,921InvestmentEarningsOrLossesAmt
Other Expenditures$1,952,209OtherExpendituresAmt
End Year Balance$297,642,718EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$238,497,927BeginningYearBalanceAmt
Contributions$21,050,000ContributionsAmt
Investment Earnings Or Losses$20,687,231InvestmentEarningsOrLossesAmt
Other Expenditures$21,579,563OtherExpendituresAmt
End Year Balance$258,655,595EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$267,125,902BeginningYearBalanceAmt
Contributions$4,101,867ContributionsAmt
Investment Earnings Or Losses-$31,000,502InvestmentEarningsOrLossesAmt
Other Expenditures$1,729,340OtherExpendituresAmt
End Year Balance$238,497,927EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$225,647,926BeginningYearBalanceAmt
Contributions$793,529ContributionsAmt
Investment Earnings Or Losses$42,127,801InvestmentEarningsOrLossesAmt
Other Expenditures$1,443,354OtherExpendituresAmt
End Year Balance$267,125,902EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$222,190,607BeginningYearBalanceAmt
Investment Earnings Or Losses$5,159,766InvestmentEarningsOrLossesAmt
Other Expenditures$1,702,447OtherExpendituresAmt
End Year Balance$225,647,926EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,227,916OtherCostOrOtherBasisAmt
Book Value$24,227,916BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,504,530OtherCostOrOtherBasisAmt
Depreciation$61,026,552DepreciationAmt
Book Value$55,477,978BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,492,388OtherCostOrOtherBasisAmt
Depreciation$30,934,612DepreciationAmt
Book Value$6,557,776BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$801,921OtherCostOrOtherBasisAmt
Book Value$801,921BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$87,065,591TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY SECURITIES$48,786,849F
EQUITY MUTUAL FUNDS$120,746,131F
TRUST FUNDS HELD BY OTHERS$574,023F
FIXED INCOME MUTUAL FUNDS$136,078,988F
FieldValueIRS element (for citing)
Total Book Value Securities$306,185,991TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FINANCED LEASE LIABLITY$364,583
OPERATING LEASE LIABILITY$3,361,479
FieldValueIRS element (for citing)
Total Liability$3,726,062TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$85,662,449TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$38,501,356NetUnrealizedGainsInvstAmt
Other Revenue$1,157,160OtherRevenueAmt
Revenue Not Reported$39,658,516RevenueNotReportedAmt
Revenue Subtotal$46,003,933RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,003,933TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$40,664,762TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,120,980OtherExpensesIncludedAmt
Expenses Not Reported$1,120,980ExpensesNotReportedAmt
Expenses Subtotal$39,543,782ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,543,782TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
ALLEGIANCE FUNDRAISING LLC
4840 AMBER VALLEY PKWY S STE CFARGOND58104DIRECT MAIL CONSULTING0$652,076$730,734-$78,658
GABRIEL GROUP
3190 RIDER TRAIL SOUTHEARTH CITYMO63045DIRECT MAIL CONSULTING0$417,909$468,321-$50,412
DIRECT MAIL PROCESSORS
1150 CONRAD CTHAGERSTOWNMD21740DIRECT MAIL PROCESSING0$0$31,552-$31,552
AMERICAN PHILANTHROPIC
2329 MAIN ST STE 106LITTLETONCO80120DIRECT MAIL CONSULTING0$0$32,666-$32,666
PLUMAVEN
10202 SOLTA DRDALLASTX75218DIRECT MAIL CONSULTING0$0$25,000-$25,000
MMJC CONSULTING LLC
20074 GREAT FALLS FOREST DRGREAT FALLSVA220660$0$8,000-$8,000
FieldValueIRS element (for citing)
Total Gross Receipts$1,069,985TotalGrossReceiptsAmt
Total Retained By Contractors$1,296,273TotalRetainedByContractorsAmt
Total Net To Organization-$226,288TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesDCLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPSGrantTypeTxt
Recipient54RecipientCnt
Cash Grant$353,775CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTO 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

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5841ContributionCnt
Noncash Contributions Rpt F990$764,718NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1WE 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 7ATHE 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 11BTHE 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 12CTHE 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 19THE 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 24EPRINTING & 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.