CNA CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CNA CORPORATION (EIN 54-1558882)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202532269349302738
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T17:16:06-04:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541558882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CNA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTINE PETERSON | InCareOfNm |
| Business Name Control | CNAC | BusinessNameControlTxt |
| Phone | 7038242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE PETERSON | PersonNm |
| Person Title | EVP, CFO, TREASURER | PersonTitleTxt |
| Phone | 7038242022 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE MCGRADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $153,636,715 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | RESEARCH ORGANIZATION THAT SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP POLICIES, MAKE INFORMED DECISIONS, AND MANAGE PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 707 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $141,502,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $149,195,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $863,093 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,538,638 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $142,365,190 | PYTotalRevenueAmt |
| CY Total Revenue | $151,734,291 | 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 | $105,781,881 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,356,943 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,764,918 | PYOtherExpensesAmt |
| CY Other Expenses | $39,460,968 | CYOtherExpensesAmt |
| PY Total Expenses | $140,546,799 | PYTotalExpensesAmt |
| CY Total Expenses | $149,817,911 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,818,391 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,916,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $155,090,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,722,981 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $99,860,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,577,206 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,229,338 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,145,775 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CNA IS A NON-PROFIT RESEARCH ORGANIZATION THAT OPERATES THE CENTER FOR NAVAL ANALYSES, A FEDERALLY FUNDED RESEARCH CENTER THAT HAS SUPPORTED THE NAVY AND MARINE CORPS FOR NEARLY SEVENTY YEARS, AND THE INSTITUTE FOR PUBLIC RESEARCH THAT PROVIDES SUPPORT TO A BROAD RANGE OF GOVERNMENT CLIENTS IN EDUCATION, HEALTH CARE AND PUBLIC HEALTH, HOMELAND SECURITY, HUMAN CAPITAL MANAGEMENT AND AIR TRAFFIC MANAGEMENT. CNA SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP SOUND POLICIES, MAKE BETTER-INFORMED DECISIONS, AND MANAGE PROGRAMS MORE EFFECTIVELY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,079,063 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE OPERATIONAL WARFIGHTING (OPS) DIVISION FOCUSES ON IMPROVING THE ABILITY OF THE DEPARTMENT OF THE NAVY TO ORGANIZE, PLAN, TRAIN, AND EXECUTE AT THE OPERATIONAL LEVEL OF WARFARE. OPS ANALYSIS TYPICALLY LINKS WARGAMING, CONCEPT DEVELOPMENT, HYPOTHESIS TESTING, AND EXERCISE AND OPERATIONAL ASSESSMENT INTO AN ITERATIVE CYCLE. THE DIVISION'S RESEARCH EMPHASIZES NAVAL INTEGRATION, JOINT AND COMBINED OPERATIONS, CYBER EFFECTS, INTELLIGENCE SUPPORT AND SPECIAL OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,340,009 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SAFETY & SECURITY (SAS) PROVIDES ANALYSIS AND GUIDANCE TO SUPPORT EVOLVING STANDARDS AND PRACTICES AND GIVES RECOMMENDATIONS FOR IMPROVING DECISION-MAKING AT ALL LEVELS DURING CRISIS OPERATIONS. WE WORK WITH SENIOR DECISION-MAKERS IN FEDERAL, STATE, AND LOCAL AGENCIES AS WELL AS WITH MEMBERS OF THE HOMELAND SECURITY PROFESSIONAL COMMUNITY OF LAW ENFORCEMENT OFFICIALS, FIREFIGHTERS, PUBLIC HEALTH OFFICIALS, AND EMERGENCY MEDICAL PERSONNEL. WE CONSULT WITH EXPERTS AND OFFICIALS RESPONSIBLE FOR THE SECURITY ISSUES RELATED TO TRANSPORTATION AND TO NUCLEAR, CHEMICAL, AND BIOLOGICAL CONCERNS. AND WE WORK WITH SPECIALISTS IN THE AREAS OF INFRASTRUCTURE AND COMMUNICATIONS AT THE FEDERAL, REGIONAL, STATE, AND LOCAL LEVELS TO IMPROVE THE COORDINATION AND COOPERATION AMONG THESE DISPARATE DECISION-MAKERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,677,651 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SYSTEMS, TACTICS AND FORCE DEVELOPMENT (STFD) DIVISION PROVIDES CLASSICAL WARFARE ANALYSES TO THE NAVY AND DOD FOCUSED ON SYSTEMS AND PLATFORMS AT THE TACTICAL LEVEL FOR GREAT POWER COMPETITION. STFD CONDUCTS QUANTITATIVE ANALYSES OF FLEET SYSTEMS AND MULTI-MISSION PLATFORMS TO DEVELOP PERFORMANCE ESTIMATES AGAINST CHINA, RUSSIA AND OTHER THREATS. THE DIVISION ANALYZES AND ASSESSES COMBINATIONS OF NETWORKS, SENSORS, WEAPONS, AND PLATFORMS TO PROVIDE MARITIME WARFIGHTING CAPABILITIES IN ALL WARFARE AREAS, UNDER REALISTIC CONDITIONS FOR CURRENT OPERATIONS AND FUTURE-FORCE ARCHITECTURES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,924,744 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAMS (SEE SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $31,924,744 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $126,021,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 247 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 707 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE PETERSON | PersonNm |
| Phone | 7038242022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 WASHINGTON BOULEVARD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KATHERINE MCGRADY | |||||||||
| PRESIDENT & CEO, TRUSTEE | 40.0 | 0.0 | Yes (X) | Yes (X) | $739,677 | $0 | $73,368 | ||
| ANDREW MARA | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $459,329 | $0 | $60,581 | Yes (X) | |||
| TIMOTHY BERES | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $443,644 | $0 | $36,657 | Yes (X) | |||
| DAVID KAUFMAN | |||||||||
| VICE PRESIDENT & DIRECTOR | 40.0 | 0.0 | $351,228 | $0 | $67,643 | Yes (X) | |||
| KIM DEAL | |||||||||
| VP & CHIEF RESEARCH OFFICER | 40.0 | 0.0 | $358,281 | $0 | $59,873 | Yes (X) | |||
| ELISA SOTO | |||||||||
| VP & CHIEF PEOPLE OFFICER | 40.0 | 0.0 | $361,413 | $0 | $30,105 | Yes (X) | |||
| JASON THOMAS | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $325,311 | $0 | $63,121 | Yes (X) | |||
| JASON MCNAMARA | |||||||||
| SR DIR EMERGENCY MGMT PROGRAMS | 40.0 | 0.0 | $323,167 | $0 | $64,256 | Yes (X) | |||
| CHRISTINE PETERSON | |||||||||
| EXEC. VP, CFO & TREASURER | 40.0 | 0.0 | Yes (X) | $354,836 | $0 | $26,496 | |||
| DAVID FINKELSTEIN | |||||||||
| VICE PRESIDENT & DIRECTOR | 40.0 | 0.0 | $347,013 | $0 | $29,458 | Yes (X) | |||
| HALLEH SEYSON | |||||||||
| VP & DIRECTOR | 40.0 | 0.0 | $336,724 | $0 | $23,290 | Yes (X) | |||
| JEFFERY PETERSON | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $322,481 | $0 | $24,141 | Yes (X) | |||
| MARK ROSEN | |||||||||
| SVP, GEN COUNSEL & SECRETARY | 40.0 | 0.0 | Yes (X) | $314,728 | $0 | $21,144 | |||
| RODERICK K VON LIPSEY | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $54,500 | $0 | $0 | |||
| WILLIAM R BURKE | |||||||||
| TRUSTEE THRU 3/24 | 3.0 | 0.0 | Yes (X) | $38,250 | $0 | $0 | |||
| ROBERT R BLACKMAN | |||||||||
| TRUSTEE THRU 12/23 | 3.0 | 0.0 | Yes (X) | $38,250 | $0 | $0 | |||
| PETER V NEFFENGER | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $36,000 | $0 | $0 | |||
| AMB WANDA L NESBITT | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $36,000 | $0 | $0 | |||
| MATHEW TRAVIS | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $36,000 | $0 | $0 | |||
| MARY LOU LEARY | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $34,500 | $0 | $0 | |||
| NADJA WEST | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $34,500 | $0 | $0 | |||
| CRAIG S FALLER | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $34,500 | $0 | $0 | |||
| LINDA PETRONE | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $32,500 | $0 | $0 | |||
| DAVID C JOHNSON | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $32,250 | $0 | $0 | |||
| ODEST CHADWICKE JENKINS | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $32,000 | $0 | $0 | |||
| SARAH SEWALL | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $31,688 | $0 | $0 | |||
| DENNIS A CRALL | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $15,250 | $0 | $0 | |||
| WILLIAM R MERZ | |||||||||
| TRUSTEE AS OF 1/24 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,477,082 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $580,133 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 409 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEWBERRY ENGINEERS INC | |||||
| PO BOX 821824 | PHILADELPHIA | PA | 191821824 | SUBCON ON DIR CNTRCT | $981,008 |
| IMPROVING - ATLANTA | |||||
| 5445 LEGACY DRIVE STE 100 | PLANO | TX | 75024 | SUBCON ON DIR CNTRCT | $785,808 |
| AMERICAN CORRECTIONAL ASSOCIATION | |||||
| 206 N WASHINGTON ST STE 200 | ALEXANDRIA | VA | 223142528 | SUBCON ON DIR CNTRCT | $577,611 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 01917 | PROFESSIONAL SERVICE | $477,975 |
| MASSACHUSETTS INST OF TECHNOLOGY | |||||
| 5445 LEGACY DRIVE STE 100 | PLANO | TX | 75024 | SUBCON ON DIR CNTRCT | $436,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $149,195,653 | GovernmentGrantsAmt |
| Total Contributions | $149,195,653 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,539,602 | TotalRevenueColumnAmt |
| Exclusion | $1,539,602 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,901,460 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,861,886 | SecuritiesAmt |
| Other | $40,538 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,039,574 | SecuritiesAmt |
| Other | -$40,538 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $999,036 | TotalRevenueColumnAmt |
| Exclusion | $999,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,734,291 | TotalRevenueColumnAmt |
| Exclusion | $2,538,638 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,043,799 | TotalAmt |
| Program Services | $2,086,399 | ProgramServicesAmt |
| Management And General | $1,957,400 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,440,261 | TotalAmt |
| Program Services | $67,021,319 | ProgramServicesAmt |
| Management And General | $10,418,942 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,427,032 | TotalAmt |
| Program Services | $5,609,477 | ProgramServicesAmt |
| Management And General | $817,555 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,334,692 | TotalAmt |
| Program Services | $13,979,748 | ProgramServicesAmt |
| Management And General | $2,354,944 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,111,159 | TotalAmt |
| Program Services | $5,227,864 | ProgramServicesAmt |
| Management And General | $883,295 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,755 | TotalAmt |
| Management And General | $116,755 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,680 | TotalAmt |
| Management And General | $565,680 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,442 | TotalAmt |
| Management And General | $70,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,755,906 | TotalAmt |
| Program Services | $11,089,406 | ProgramServicesAmt |
| Management And General | $666,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,176 | TotalAmt |
| Program Services | $274,075 | ProgramServicesAmt |
| Management And General | $1,209,101 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,657,972 | TotalAmt |
| Program Services | $4,120,703 | ProgramServicesAmt |
| Management And General | $1,537,269 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800,967 | TotalAmt |
| Program Services | $8,723,431 | ProgramServicesAmt |
| Management And General | $2,077,536 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000,530 | TotalAmt |
| Program Services | $5,494,956 | ProgramServicesAmt |
| Management And General | $505,574 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748,296 | TotalAmt |
| Program Services | $1,470,898 | ProgramServicesAmt |
| Management And General | $277,398 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING/DEVELOPMENT | Desc |
| Total | $1,261,244 | TotalAmt |
| Program Services | $923,191 | ProgramServicesAmt |
| Management And General | $338,053 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,817,911 | TotalAmt |
| Program Services | $126,021,467 | ProgramServicesAmt |
| Management And General | $23,796,444 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,719,107 | BOYAmt |
| EOY | $22,210,951 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,438,194 | BOYAmt |
| EOY | $19,502,111 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,577,635 | BOYAmt |
| EOY | $2,472,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,123,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,874,016 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,736,937 | BOYAmt |
| EOY | $8,249,446 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,914,771 | BOYAmt |
| EOY | $36,810,531 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,703,377 | BOYAmt |
| EOY | $71,477,064 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,090,021 | BOYAmt |
| EOY | $160,722,981 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,758,443 | BOYAmt |
| EOY | $18,814,552 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,627 | BOYAmt |
| EOY | $290,345 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,568,613 | BOYAmt |
| EOY | $79,472,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,860,683 | BOYAmt |
| EOY | $98,577,206 | 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 | $55,229,338 | BOYAmt |
| EOY | $62,145,775 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,229,338 | BOYAmt |
| EOY | $62,145,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,090,021 | BOYAmt |
| EOY | $160,722,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,916,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,000,057 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,110,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,533,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,914,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,511,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,195,653 | CurrentTaxYearAmt |
| Total | $702,265,048 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,110,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,533,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,914,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,511,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,195,653 | CurrentTaxYearAmt |
| Total | $702,265,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $702,265,048 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $780,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $793,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $866,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,539,602 | CurrentTaxYearAmt |
| Total | $4,621,947 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $706,886,995 | TotalSupportAmt |
| Public Support CY170 | 0.99346 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99417 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,110,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,533,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,914,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,511,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,195,653 | CurrentTaxYearAmt |
| Total | $702,265,048 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,110,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,533,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,914,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,511,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,195,653 | CurrentTaxYearAmt |
| Total | $702,265,048 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $702,265,048 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $780,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $793,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $866,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,539,602 | CurrentTaxYearAmt |
| Total | $4,621,947 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $780,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $793,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $866,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,539,602 | CurrentTaxYearAmt |
| Total | $4,621,947 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,891,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,175,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,708,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,377,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,735,255 | CurrentTaxYearAmt |
| Total | $706,886,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99346 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99417 | PublicSupportPY509Pct |
| Investment Income CY | 0.00654 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00583 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,818,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,430,595 | DepreciationAmt |
| Book Value | $4,387,785 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,356,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,879,141 | DepreciationAmt |
| Book Value | $2,477,165 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,948,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,564,280 | DepreciationAmt |
| Book Value | $1,384,496 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,249,446 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSETS | $66,968,156 |
| OTHER ASSETS | $4,117,517 |
| EMPLOYEE ADVANCES | $391,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $71,477,064 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITIES | $74,584,266 |
| OTHER LIABILITIES | $4,888,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $79,472,309 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $156,704,444 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,000,057 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$29,904 | OtherRevenueAmt |
| Revenue Not Reported | $4,970,153 | RevenueNotReportedAmt |
| Revenue Subtotal | $151,734,291 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $151,734,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $149,788,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $149,788,007 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $70,442 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$40,538 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,904 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $149,817,911 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART XI, LINE 2D | INVESTMENT MANAGEMENT EXPENSE: (70,442) RECLASS LOSS ON FIXED ASSET DISPOSAL: 40,538 ------------ TOTAL: (29,904) |
| SCHEDULE D, PART XII, LINE 4B | RECLASS LOSS ON FIXED ASSET DISPOSAL: (40,538) |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 5 | Program Services | ONSITE CLIENT ANALYSIS | $2,418,785 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | $865,356 |
| Middle East and North Africa | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | $543,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $3,828,122 | SubtotalSpentAmt |
| Total Spent | $3,828,122 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE MCGRADY | ||||||||||||||
| PRESIDENT & CEO, TRUSTEE | $518,721 | $0 | $161,913 | $0 | $59,043 | $0 | $31,711 | $0 | $41,657 | $0 | $813,045 | $0 | $0 | $0 |
| CHRISTINE PETERSON | ||||||||||||||
| EXEC. VP, CFO & TREASURER | $322,270 | $0 | $0 | $32,566 | $0 | $24,567 | $0 | $1,929 | $0 | $381,332 | $0 | $0 | $0 | |
| MARK ROSEN | ||||||||||||||
| SVP, GEN COUNSEL & SECRETARY | $196,355 | $0 | $57,529 | $0 | $60,844 | $0 | $19,247 | $0 | $1,897 | $0 | $335,872 | $0 | $0 | $0 |
| TIMOTHY BERES | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $301,185 | $0 | $70,653 | $0 | $71,806 | $0 | $29,699 | $0 | $6,958 | $0 | $480,301 | $0 | $0 | $0 |
| ANDREW MARA | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $310,387 | $0 | $64,945 | $0 | $83,997 | $0 | $26,400 | $0 | $34,181 | $0 | $519,910 | $0 | $0 | $0 |
| JEFFERY PETERSON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $249,130 | $0 | $41,344 | $0 | $32,007 | $0 | $23,806 | $0 | $335 | $0 | $346,622 | $0 | $0 | $0 |
| JASON THOMAS | ||||||||||||||
| VICE PRESIDENT | $257,769 | $0 | $42,904 | $0 | $24,638 | $0 | $29,102 | $0 | $34,019 | $0 | $388,432 | $0 | $0 | $0 |
| DAVID KAUFMAN | ||||||||||||||
| VICE PRESIDENT & DIRECTOR | $256,338 | $0 | $53,098 | $0 | $41,792 | $0 | $26,481 | $0 | $41,162 | $0 | $418,871 | $0 | $0 | $0 |
| DAVID FINKELSTEIN | ||||||||||||||
| VICE PRESIDENT & DIRECTOR | $245,983 | $0 | $40,042 | $0 | $60,988 | $0 | $29,227 | $0 | $231 | $0 | $376,471 | $0 | $0 | $0 |
| KIM DEAL | ||||||||||||||
| VP & CHIEF RESEARCH OFFICER | $273,589 | $0 | $45,524 | $0 | $39,168 | $0 | $31,117 | $0 | $28,756 | $0 | $418,154 | $0 | $0 | $0 |
| ELISA SOTO | ||||||||||||||
| VP & CHIEF PEOPLE OFFICER | $260,493 | $0 | $43,044 | $0 | $57,876 | $0 | $17,588 | $0 | $12,517 | $0 | $391,518 | $0 | $0 | $0 |
| JASON MCNAMARA | ||||||||||||||
| SR DIR EMERGENCY MGMT PROGRAMS | $249,355 | $0 | $51,646 | $0 | $22,166 | $0 | $22,944 | $0 | $41,312 | $0 | $387,423 | $0 | $0 | $0 |
| HALLEH SEYSON | ||||||||||||||
| VP & DIRECTOR | $225,066 | $0 | $41,055 | $0 | $70,603 | $0 | $22,271 | $0 | $1,019 | $0 | $360,014 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | ALL BONUSES HAVE A WRITTEN JUSTIFICATION. BONUSES ARE APPROVED BY VICE PRESIDENTS FOR THEIR STAFFS AND APPROVED BY THE NEXT LEVEL EXECUTIVE (PRESIDENTS, CEO OR CFO) MAKING SURE THAT THE BONUSES ARE EQUITABLE AND REASONABLE AND WITHIN THE ALLOTTED POOL OF MONEY. EACH EXECUTIVE'S COMPLETE SET OF DATA IS THEN PRESENTED TO THE CEO FOR APPROVAL. THE CEO DESIGNATES BONUSES FOR VPS AND ABOVE. THE PEOPLE AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE CEO'S DIRECT REPORTS AND APPROVES THEM AS WELL AS DESIGNATING ANY BONUS FOR THE CEO. THE BONUS PAYMENTS WERE BASED ON: 1) SUPERIOR PERFORMANCE: IN RECOGNITION OF VARIOUS FORMS OF PERFORMANCE ABOVE AND BEYOND EXPECTATIONS. EXAMPLES OF SUCH ACTIONS ARE: PERFORMING WORK THAT HAS A SIGNIFICANT IMPACT ON A CLIENT'S DECISION OR GOVERNMENT PERFORMANCE; TURNING A BAD CLIENT RELATIONSHIP INTO A GOOD ONE THROUGH UNUSUAL EFFORTS; MAKING A SIGNIFICANT PERSONAL SACRIFICE TO SUPPORT CNA OBJECTIVES; MAKING CNA SIGNIFICANTLY MORE EFFICIENT THROUGH CREATIVE MANAGERIAL OR ADMINISTRATIVE ACTIONS; EFFORTS OF ATTRACTING FUNDING WITH EXISTING AND NEW SPONSORS; ACHIEVING ANALYTICAL EXCELLENCE OF AN OUT-OF-THE-ORDINARY MANNER. NORMALLY, SUSTAINED SUPERIOR PERFORMANCE IS NOT A CRITERION FOR THIS AWARD. 2) BUSINESS DEVELOPMENT: IN RECOGNITION OF UNCOMMON EFFORTS TO ATTRACT ABOVE-CEILING AND ABOVE-CORE BUSINESS. IN CERTAIN CASES, A PORTION OF A BONUS AWARD MAY BE EARNED EVEN IF THE EFFORT DOES NOT RESULT IN NEW BUSINESS. THE DEGREE OF DIFFICULTY INVOLVED IN PURSUING THE NEW BUSINESS AND THE DEGREE OF SUCCESS IN ACQUIRING NEW BUSINESS SHOULD BE CONSIDERED. DIRECTORSOFFICERS' LIABILITY INSURANCE PREMIUMS HAVE BEEN PAID BY THE ORGANIZATION. BENEFIT IS BEING REPORTED IN TOTAL AND IS NOT SHOWN IN THE ALLOCATION OF PART VII/SCHEDULE J. THE CURRENT YEAR PREMIUM IS $24,254. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4D: | THE RESOURCES AND FORCE READINESS (RFR) DIVISION PROVIDES ANALYSIS THAT HELPS THE NAVY, MARINE CORPS, AND OTHER SERVICES ADDRESS CRITICAL RESOURCE ALLOCATION CHALLENGES AND MAXIMIZE PERSONNEL READINESS. MILITARY LEADERS RELY ON RESOURCES AND FORCE READINESS ANALYSIS TO DEVELOP EVALUATE AND IMPLEMENT POLICIES AND PROGRAMS THAT MAKE THEIR PEOPLE, BUDGETS AND ASSETS MORE EFFECTIVE AND EFFICIENT. THE STRATEGY, POLICY, PLANS, AND PROGRAMS (SP3) DIVISION LEVERAGES SOCIAL SCIENCE METHODOLOGIES, FIELD RESEARCH, REGIONAL EXPERTISE, PRIMARY LANGUAGE SKILLS, TRACK 1.5 PARTNERSHIPS, AND POLICY AND OPERATIONAL EXPERIENCE TO SUPPORT SENIOR DECISION-MAKERS. THE DIVISION'S WORK IS ALIGNED WITH THE NATIONAL DEFENSE STRATEGY AND HAS REGULARLY INFORMED DECISIONS CRITICAL TO NATIONAL SECURITY. THE CHINA AND INDO-PACIFIC SECURITY AFFAIRS (CIP) DIVISION IS THE LARGEST NON-GOVERNMENTAL RESEARCH GROUP STUDYING CHINESE AND INDO-PACIFIC MILITARY AND SECURITY AFFAIRS IN WASHINGTON. CIP ANALYSTS COVER THE COASTAL NATIONS FROM SOUTH ASIA TO NORTHEAST ASIA, INCLUDING OCEANIA, AND ARE FLUENT IN MANDARIN, JAPANESE, RUSSIAN AND HINDI. CNA'S CHINA STUDIES PROGRAM HAS PROVIDED THE GOVERNMENT WITH GREAT POWER COMPETITION RESEARCH ON CHINA FOR MORE THAN 20 YEARS. THE MARINE CORPS PROGRAM OVERSEES AND MANAGES ALL ASPECTS OF CNA'S SUPPORT TO THE MARINE CORPS. THE PROGRAM PROVIDES ANALYTIC SUPPORT ON A WIDE RANGE OF ISSUES CRITICAL TO THE MARINE CORPS LEADERSHIP. THIS WORK IS EXECUTED WITHIN THE FFRDC RESEARCH DIVISIONS. IN ADDITION TO CNA HEADQUARTERS-BASED ANALYSTS, CNA ANALYSTS PROVIDE FULL-TIME ON-SITE SUPPORT TO KEY MARINE CORPS OPERATING FORCE COMMANDS AS PART OF OUR FIELD PROGRAM. THE MARINE CORPS PROGRAM ALSO INCLUDES ANALYTIC SUPPORT TO MAJOR EXERCISES AND ON-SITE DEPLOYED SUPPORT FOR ALL MAJOR REAL-WORLD OPERATIONS AND CONTINGENCIES INVOLVING MARINE CORPS FORCES. ENTERPRISE SYSTEMS AND DATA ANALYSIS (ESDA) WITHIN CNA'S INSTITUTE FOR PUBLIC RESEARCH PROVIDES OUR CLIENTS WITH WIDE-RANGING TECHNICAL AND ANALYTICAL SUPPORT TO MEET THEIR GOALS. OUR WORK CONSIDERS THE WHOLE OF AN ORGANIZATION, NOT JUST A PORTION IN ISOLATION. WE ANALYZE THE ENTIRETY OF A CLIENT'S SYSTEMS THEIR PEOPLE, PROCESSES, DATA, AND TECHNOLOGY TO IDENTIFY A SOLUTION FOR IMPROVED OPERATIONS. WE ALWAYS BEGIN BY LOOKING AT OUR CLIENTS' DATA TO HELP THEM TO IDENTIFY THE ROOT CAUSE OF PROBLEMS AND TO FIND SOLUTIONS BASED ON THE DATA. THE DATA SCIENCE DIVISION DEVELOPS ADVANCED ANALYTICS AND ALGORITHMS, INCLUDING MACHINE LEARNING AND PREDICTIVE ANALYTICS, TO OPTIMIZE OUTCOMES FOR THE DEPARTMENT OF THE NAVY. THE PROGRAM FOCUSES ON EFFORTS WHERE THE SIZE OF THE DATASETS AND COMPLEXITY OF THE QUESTIONS DEMAND ADVANCED CODING SKILLS FOR DATA WRANGLING AND STATISTICAL AND MODELING TECHNIQUES. THE DSD ALSO SUPPORTS DECISION-MAKERS WITH DESIGN THINKING FACILITATE WORKGROUPS, A SOLUTION FOCUSED METHODOLOGY, AND DYNAMIC, QUICK-TURN EFFORTS. |
| PART VI, LINE 11B: | THE FORM 990 IS PREPARED BY CNA'S EXTERNAL TAX ADVISERS, REVIEWED BY CNA'S MANAGEMENT, AND PRESENTED TO THE BOARD OF TRUSTEES TO INCLUDE THE AUDIT COMMITTEE. THE DRAFT VERSION IS THEN FINALIZED AFTER INCORPORATING FEEDBACK RECEIVED. THE FINAL VERSION OF THE RETURN IS PROVIDED TO EACH VOTING BOARD MEMBER AND THEN FILED WITH THE IRS. |
| PART VI, LINE 12C: | THE CONFLICT OF INTEREST FORMS ARE FILED ANNUALLY BY OUR TRUSTEES AND KEY EXECUTIVES. BOARD MEMBERS AND KEY EXECUTIVES ARE PROVIDED INFORMATION ABOUT ORGANIZATIONS AND VENDORS WITH WHOM CNA IS CONDUCTING BUSINESS ON A QUARTERLY BASIS. THESE INDIVIDUALS USE THAT INFORMATION TO DETERMINE POSSIBLE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. THIS INFORMATION IS REVIEWED BY OUR IN-HOUSE LEGAL COUNSEL TO DETERMINE IF ANY CONFLICTS OR RELATIONSHIPS REQUIRING DISCLOSURE OCCUR. IF A CONFLICT NEEDS TO BE DISCLOSED OR ADDRESSED, LEGAL COUNSEL DETERMINES THE APPROPRIATE COURSE OF ACTION. |
| PART VI, LINES 15A AND 15B: | CNA'S HUMAN RESOURCES DEPARTMENT USES COMPENSATION SURVEYS AND EXTERNAL DATA TO DETERMINE SALARIES OF ALL EMPLOYEES. THE CEO'S SALARY IS APPROVED BY THE CHAIRMAN OF THE COMPENSATION COMMITTEE. THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE CEO. THE LAST COMPENSATION REVIEW BY A THIRD PARTY AND SALARY BENCHMARKING FOR EXECUTIVES WAS CONDUCTED DURING THE TAX YEAR AND PRESENTED TO THE COMPENSATION COMMITTEE DURING THE SEPTEMBER 2022 MEETING. |
| PART VI, LINE 19: | CNA CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |