CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS (EIN 52-1930922)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349312897
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T19:04:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521930922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR STRATEGIC AND BUDGETARY | BusinessNameLine1Txt |
| Business Name Line2 | ASSESSMENTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 2023317990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1667 K STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER POOR | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2023317990 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | POOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS G MAHNKEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1667 K STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,713,924 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSBAONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE INNOVATIVE THINKING AND DEBATE ABOUT NATIONAL SECURITY STRATEGY AND INVESTMENT OPTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,312,573 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,121,301 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,646,274 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,162,690 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,020,752 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,427 | PYOtherRevenueAmt |
| CY Other Revenue | $2,784 | CYOtherRevenueAmt |
| PY Total Revenue | $6,022,026 | PYTotalRevenueAmt |
| CY Total Revenue | $4,305,870 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,914,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,866,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $453,459 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,625,103 | PYOtherExpensesAmt |
| CY Other Expenses | $2,595,586 | CYOtherExpensesAmt |
| PY Total Expenses | $7,539,309 | PYTotalExpensesAmt |
| CY Total Expenses | $5,462,028 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,517,283 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,156,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,828,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,219,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $883,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,332,849 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,945,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $886,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONDUCT INDEPENDENT, NONPARTISAN RESEARCH ON U.S. DEFENSE POLICY, MILITARY STRATEGY, DEFENSE SPENDING, AND DEFENSE ECONOMIC POLICIES; DISSEMINATE THE RESULTS TO POLICYMAKERS, PUBLIC OPINION LEADERS AND OTHER DEFENSE PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,531,969 | ExpenseAmt |
| Revenue | $3,162,690 | RevenueAmt |
| Desc | STRATEGIC STUDIES: RESEARCH, ANALYSIS AND PUBLIC EDUCATION ACTIVITIES ON MILITARY STRATEGY, POLICY AND OPERATIONS. THIS PROGRAM FOCUSES ON THE IMPACT OF THE CHANGING INTERNATIONAL SECURITY ENVIRONMENT ON THE U.S. MILITARY; THE PLANS AND ACTIONS ADVANCED BY THE DEFENSE DEPARTMENT, MILITARY SERVICES, AND U.S. CONGRESS TO RESPOND TO THREATS AND CHALLENGES; AND OPTIONS FOR THE FUTURE. CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS (CSBA) ACTIVITIES INCLUDE PUBLISHING AND DISSEMINATION OF RESEARCH FINDINGS, SPONSORSHIP OF SEMINARS AND BRIEFINGS, INTERVIEWS WITH THE MEDIA, TESTIMONY BEFORE CONGRESSIONAL COMMITTEES, AND SPEAKING ENGAGEMENTS BEFORE POLICYMAKERS, CIVIC LEADERS AND A RANGE OF DEFENSE PROFESSIONALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,388 | ExpenseAmt |
| Desc | DEFENSE BUDGET STUDIES: RESEARCH AND ANALYSIS OF THE ANNUAL DEFENSE DEPARTMENT BUDGET REQUEST AND CONGRESSIONAL ACTION ON THE DEFENSE AUTHORIZATION AND APPROPRIATIONS BILLS, PROVIDING HISTORICAL TREND ANALYSES, PROJECTED SPENDING ESTIMATES, AND IN-DEPTH ASSESSMENTS OF WEAPON SYSTEM AND FORCE STRUCTURE INVESTMENTS. CSBA ACTIVITIES INCLUDE PUBLISHING AND DISSEMINATION OF RESEARCH FINDINGS, SPONSORSHIP OF SEMINARS AND BRIEFING, INTERVIEWS WITH THE MEDIA, TESTIMONY BEFORE CONGRESSIONAL COMMITTEES, AND SPEAKING ENGAGEMENTS BEFORE POLICYMAKERS, CIVIC LEADERS AND A RANGE OF DEFENSE PROFESSIONALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,552,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER POOR | PersonNm |
| Phone | 2023317990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1667 K STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| THOMAS G MAHNKEN | |||||||
| PRESIDENT/EXECUTIVE DIRECT | 40.00 | Yes (X) | $305,056 | $0 | $50,592 | ||
| JAN VAN TOL | |||||||
| SENIOR FELLOW | 40.00 | $244,249 | $0 | $24,121 | Yes (X) | ||
| TOSHI YOSHIHARA | |||||||
| SENIOR FELLOW | 40.00 | $188,368 | $0 | $52,217 | Yes (X) | ||
| EVAN B MONTGOMERY | |||||||
| SENIOR FELLOW | 40.00 | $173,156 | $0 | $32,881 | Yes (X) | ||
| ROGER POOR | |||||||
| SECRETARY/TREASURER | 40.00 | Yes (X) | $163,353 | $0 | $3,955 | ||
| JACK BIANCHI | |||||||
| RESEARCH FELLOW | 40.00 | $123,849 | $0 | $45,730 | Yes (X) | ||
| DAVID ZIKUSOKA | |||||||
| RESEARCH FELLOW | 40.00 | $111,779 | $0 | $0 | Yes (X) | ||
| BARBARA HUMPTON | |||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NELSON M FORD | |||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANITA ANTENUCCI | |||||||
| DIECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DEVON GAFFNEY CROSS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| J RANDY FORBES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ADAM FRANKEL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GENERAL JOHN M KEANE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVE MCCURDY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAURENCE ZURIFF | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,309,810 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $209,496 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| MARCUM LLP | |||||||||
| 1899 L STREET NW SUITE 850 | WASHINGTON | DC | 20036 | ACCOUNTING, HR, AND TAX SERVICES | $261,076 | ||||
| HUDSON INSTITUTE INC | |||||||||
| 1201 PENNSYLVANIA AVENUE NW 400 | WASHINGTON | DC | 20004 | RESEARCH/CONSULTING | $221,396 | ||||
| JANE'S GROUP UK UNLIMITED | |||||||||
| CONSULTING | $136,373 | 163 BRIGHTON RD | COULSDON | UK | CR5 2YH | ||||
| MOIRE MARKETING PARTNERS | |||||||||
| 401 N WASH STREET 102 | FALLS CHURCH | VA | 22046 | MARKETING/PUBLISHING/WEBSITE | $136,125 | ||||
| MARCUM TECHNOLOGY LLC | |||||||||
| 1O MELVILLE PARK ROAD | MELVILLE | NY | 11747 | TECHNOLOGY CONSULTING | $108,740 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $31,690 | GovernmentGrantsAmt |
| All Other Contributions | $1,089,611 | AllOtherContributionsAmt |
| Total Contributions | $1,121,301 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORPORATE CONTRACTS | 900099 | $2,031,157 | $2,031,157 |
| GOVERNMENT CONTRACTS | 900099 | $1,116,566 | $1,116,566 |
| HONORARIA | 900099 | $14,967 | $14,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,162,690 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,125 | TotalRevenueColumnAmt |
| Exclusion | $10,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $417,024 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $408,054 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,970 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,970 | TotalRevenueColumnAmt |
| Exclusion | $8,970 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,784 | TotalRevenueColumnAmt |
| Exclusion | $2,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,784 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,305,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,162,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,956 | TotalAmt |
| Program Services | $192,050 | ProgramServicesAmt |
| Management And General | $202,873 | ManagementAndGeneralAmt |
| Fundraising | $128,033 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,406 | TotalAmt |
| Program Services | $292,280 | ProgramServicesAmt |
| Management And General | $1,328,925 | ManagementAndGeneralAmt |
| Fundraising | $131,201 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,672 | TotalAmt |
| Program Services | $95,474 | ProgramServicesAmt |
| Management And General | $8,284 | ManagementAndGeneralAmt |
| Fundraising | $10,914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,206 | TotalAmt |
| Program Services | $240,068 | ProgramServicesAmt |
| Management And General | $28,962 | ManagementAndGeneralAmt |
| Fundraising | $40,176 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,202 | TotalAmt |
| Program Services | $126,815 | ProgramServicesAmt |
| Management And General | $16,167 | ManagementAndGeneralAmt |
| Fundraising | $24,220 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,661 | TotalAmt |
| Management And General | $12,661 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,313 | TotalAmt |
| Management And General | $125,313 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919 | TotalAmt |
| Management And General | $3,919 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,884 | TotalAmt |
| Program Services | $526,376 | ProgramServicesAmt |
| Management And General | $196,508 | ManagementAndGeneralAmt |
| Fundraising | $109,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,184 | TotalAmt |
| Program Services | $23,686 | ProgramServicesAmt |
| Management And General | $175,198 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,740 | TotalAmt |
| Management And General | $642,740 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,181 | TotalAmt |
| Program Services | $28,858 | ProgramServicesAmt |
| Management And General | $287 | ManagementAndGeneralAmt |
| Fundraising | $2,036 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,829 | TotalAmt |
| Program Services | $20,632 | ProgramServicesAmt |
| Management And General | $9,290 | ManagementAndGeneralAmt |
| Fundraising | $2,907 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,580 | TotalAmt |
| Management And General | $5,580 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,140 | TotalAmt |
| Management And General | $357,140 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,209 | TotalAmt |
| Management And General | $19,209 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $312,381 | $308,078 | $4,303 | |
| REPAIRS & MAINTENANCE | $15,078 | $15,078 | ||
| FEES/HONORARIA | $4,800 | $4,800 | ||
| RESEARCH MATERIALS | $1,687 | $369 | $1,318 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,462,028 | TotalAmt |
| Program Services | $1,552,357 | ProgramServicesAmt |
| Management And General | $3,456,212 | ManagementAndGeneralAmt |
| Fundraising | $453,459 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,359 | BOYAmt |
| EOY | $48,241 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,047 | BOYAmt |
| EOY | $81,646 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,290 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,070 | BOYAmt |
| EOY | $977,704 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,970 | BOYAmt |
| EOY | $104,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,763,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,158,696 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,837 | BOYAmt |
| EOY | $604,585 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,824 | BOYAmt |
| EOY | $394,079 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500 | BOYAmt |
| EOY | $8,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,828,897 | BOYAmt |
| EOY | $2,219,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,938 | BOYAmt |
| EOY | $453,151 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $735,586 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,109 | BOYAmt |
| EOY | $136,612 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,047 | BOYAmt |
| EOY | $1,332,849 | 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 | $1,139,276 | BOYAmt |
| EOY | $465,560 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,574 | BOYAmt |
| EOY | $421,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,850 | BOYAmt |
| EOY | $886,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,828,897 | BOYAmt |
| EOY | $2,219,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,156,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,322 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $103,231 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $3,818,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,419,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,565,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,312,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,121,301 | CurrentTaxYearAmt |
| Total | $14,237,891 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,818,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,419,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,565,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,312,573 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,121,301 | CurrentTaxYearAmt |
| Total | $14,237,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,404,166 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,833,725 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $305,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,125 | CurrentTaxYearAmt |
| Total | $585,443 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $31,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,784 | CurrentTaxYearAmt |
| Total | $34,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,857,516 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,556,464 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 31,398. 2020 AMOUNT: $ 2,784. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,588,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,243,591 | DepreciationAmt |
| Book Value | $344,409 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $579,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $382,935 | DepreciationAmt |
| Book Value | $196,581 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $595,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $532,170 | DepreciationAmt |
| Book Value | $63,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $604,585 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED LEASE BENEFITS | $120,898 |
| DEFERRED CONSTRUCTION ALLOWANCE | $15,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $136,612 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS G MAHNKEN | ||||||||||||||
| PRESIDENT/EXECUTIVE DIRECT | $305,056 | $0 | $0 | $0 | $0 | $0 | $28,500 | $0 | $22,092 | $0 | $355,648 | $0 | $0 | $0 |
| JAN VAN TOL | ||||||||||||||
| SENIOR FELLOW | $224,249 | $0 | $20,000 | $0 | $0 | $0 | $23,166 | $0 | $955 | $0 | $268,370 | $0 | $0 | $0 |
| TOSHI YOSHIHARA | ||||||||||||||
| SENIOR FELLOW | $178,368 | $0 | $10,000 | $0 | $0 | $0 | $19,268 | $0 | $32,949 | $0 | $240,585 | $0 | $0 | $0 |
| EVAN B MONTGOMERY | ||||||||||||||
| SENIOR FELLOW | $168,156 | $0 | $5,000 | $0 | $0 | $0 | $18,000 | $0 | $14,881 | $0 | $206,037 | $0 | $0 | $0 |
| ROGER POOR | ||||||||||||||
| SECRETARY/TREASURER | $153,353 | $0 | $10,000 | $0 | $0 | $0 | $3,000 | $0 | $955 | $0 | $167,308 | $0 | $0 | $0 |
| JACK BIANCHI | ||||||||||||||
| RESEARCH FELLOW | $121,349 | $0 | $2,500 | $0 | $0 | $0 | $12,959 | $0 | $32,771 | $0 | $169,579 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE COST OF MEMBERSHIP DUES FOR A SOCIAL CLUB IS PROVIDED AS A NONTAXABLE BENEFIT FOR THE PRESIDENT/EXECUTIVE DIRECTOR. THE POLICY IS OUTLINED IN THE CSBA PERSONNEL MANUAL. |
| PART I, LINE 7 | OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES REPORTED ON THE FEDERAL FORM 990, PART VII, SECTION A RECEIVED NON-FIXED BONUS PAYMENTS THAT WERE DISCRETIONARY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE, AUDIT COMMITTEE AND MANAGEMENT GROUP, CONSISTING OF THE PRESIDENT/EXECUTIVE DIRECTOR, SECRETARY/TREASURER, AND THE VP OF STUDIES. MEMBERS OF THE BOARD OF DIRECTORS ALSO RECEIVE A COPY OF THE DRAFT FEDERAL FORM 990 FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BODY OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BODY OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | CSBA'S COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND FULL BOARD OF DIRECTORS ANNUALLY REVIEW AND APPROVE THE PRESIDENT'S COMPENSATION AND THAT OF OTHER EMPLOYEES. NEITHER THE PRESIDENT NOR ANY CSBA STAFF ARE VOTING MEMBERS OF THE GOVERNING BODY OR ITS COMMITTEES. IN MAKING ITS RECOMMENDATIONS, THE COMPENSATION COMMITTEE RELIES ON COMPARABLE COMPENSATION FOR SIMILAR QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE DATA IS FIRST REVIEWED BY THE COMPENSATION COMMITTEE, AND THEN PRESENTED WITH RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE, WHICH REPORTS ITS RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS PRIOR TO TAKING A VOTE ON THE PRESIDENT'S COMPENSATION. THE RESULTS OF THESE DELIBERATIONS ARE RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE MINUTES OF THE BOARD OF DIRECTORS. THE COMPARABLE DATA SURVEY FOR THE PRESIDENT, VICE PRESIDENT, CAO, AND HIGHLY COMPENSATED EMPLOYEES WAS PROVIDED TO CSBA'S GOVERNING BODY BY PRM CONSULTING GROUP IN AN ANNUAL COMPENSATION SURVEY REPORT. THE CHAIRMAN OF THE BOARD ALSO REPORTED TO THE COMPENSATION COMMITTEE, EXECUTIVE COMMITTEE, AND FULL BOARD OF DIRECTORS ON HIS DISCUSSIONS WITH PRM CONSULTING GROUP IN ADVANCE OF MAKING THE FOLLOWING FISCAL YEAR COMPENSATION DECISIONS. THE PRESIDENT IS AUTHORIZED TO ESTABLISH THE SALARIES AND BONUSES OF THE CHIEF ADMINISTRATIVE OFFICER AND THE VICE PRESIDENT OF STUDIES SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE, WHICH THE COMMITTEE EVENTUALLY APPROVES THE SALARIES OF ALL EMPLOYEES AT CSBA. CSBA CONDUCTS EXTERNAL THIRD PARTY COMPENSATION REVIEWS EVERY THREE YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | CSBA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 526,376. MANAGEMENT AND GENERAL EXPENSES 196,508. FUNDRAISING EXPENSES 109,000. TOTAL EXPENSES 831,884. |