FLORIDA INSTITUTE FOR HUMAN AND MACHINE COGNITION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA INSTITUTE FOR HUMAN AND MACHINE COGNITION (EIN 20-0760849)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-09
- IRS object ID
- 202030099349300608
- Schema version
- 2018v3.1
- 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 | 2020-01-09T13:49:26-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saltmarsh Cleaveland and Gund | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 North 12th Avenue | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200760849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida Institute for Human | BusinessNameLine1Txt |
| Business Name Line2 | and Machine Cognition Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8502024462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz St | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325026008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Sheppard | PersonNm |
| Person Title | Executive Vice President/CLO | PersonTitleTxt |
| Phone | 8502024462 | PhoneNum |
| Signature | 2019-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Molly Murphy CPA | PreparerPersonNm |
| PTIN | P00985783 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2019-12-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.249.129.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-19 | IPDt |
| IP Tm | 12:04:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5117A683898811A627CEB97E660C7A68CB8EF7A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94F37F8DAB93A43520BE1E74DE32177BA563A7A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Ken Ford | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz St | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325026008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,269,820 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ihmc.us | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To provide information-technology research, education, scientific advancement, and economic development as it relates to the combination of human and machine cognition and artificial intelligence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 172 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $42,569 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,861 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,248,294 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,028,193 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,094,765 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,142,778 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,443 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $234,911 | PYOtherRevenueAmt |
| CY Other Revenue | $92,966 | CYOtherRevenueAmt |
| PY Total Revenue | $19,580,413 | PYTotalRevenueAmt |
| CY Total Revenue | $18,269,695 | 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 | $12,306,226 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,475,276 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $65,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,997,295 | PYOtherExpensesAmt |
| CY Other Expenses | $6,270,390 | CYOtherExpensesAmt |
| PY Total Expenses | $18,303,521 | PYTotalExpensesAmt |
| CY Total Expenses | $18,745,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,276,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$475,971 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,487,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,563,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,815,011 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,497,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,672,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,065,977 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide information-technology research, education, scientific advancement, and economic development as it relates to the combination of human and machine cognition and artificial intelligence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,689,362 | ExpenseAmt |
| Revenue | $8,142,778 | RevenueAmt |
| Desc | Information-technology research, education, scientific advancement, and economic development | Desc |
| Total Program Service Expenses | $15,689,362 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 172 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronnie Armstrong | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502024462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz Street | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Ron Ewers | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Dalton | |||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Richard Baker | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Carlan | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eugene Franklin | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hal Hudson | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon Mills | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Nickelsen | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J Mort O'Sullivan | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alain Rappaport | |||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jim Reeves | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ray Russenberger | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha Saunders | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gordon Spargue | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Glenn Sturm | |||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ronnie Armstrong | |||||||
| CFO | 40.00 | $156,905 | $0 | $18,944 | Yes (X) | ||
| Ken Ford | |||||||
| CEO | 40.00 | $483,242 | $0 | $43,049 | Yes (X) | ||
| Julie Sheppard | |||||||
| Executive Vice President/C | 40.00 | $271,839 | $0 | $42,891 | Yes (X) | ||
| James Allen | |||||||
| Senior Research Scientist | 40.00 | $261,122 | $0 | $30,461 | Yes (X) | ||
| Alberto Canas | |||||||
| Senior Research Scientist | 40.00 | $226,505 | $0 | $38,163 | Yes (X) | ||
| Bonnie Dorr | |||||||
| Senior Research Scientist | 40.00 | $301,210 | $0 | $32,191 | Yes (X) | ||
| Pamella Dana | |||||||
| Chief External Affairs Off | 40.00 | $267,199 | $0 | $38,662 | Yes (X) | ||
| Peter Pirolli | |||||||
| Senior Research Scientist | 40.00 | $310,212 | $0 | $43,069 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,278,234 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $287,430 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | 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 |
|---|---|---|---|---|---|
| University of Rochester | |||||
| 500 Joseph C Wilson Blvd | Rochester | NY | 14627 | Subcontract | $823,423 |
| Tallen Builders LLC | |||||
| 2531 NW 35th Street | Ocala | FL | 34475 | Subcontract | $495,240 |
| Quantum Applied Science & Research | |||||
| 5754 Pacific Center Blvd 203b | San Diego | CA | 92121 | Subcontract | $344,599 |
| Boardwalk Robotics | |||||
| 11 Gatheringgreen East | Pensacola | FL | 32502 | Subcontract | $171,214 |
| Engineered Cooling Services | |||||
| 2801 North Davis Highway | Pensacola | FL | 32503 | Repairs | $144,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,589,144 | GovernmentGrantsAmt |
| All Other Contributions | $439,049 | AllOtherContributionsAmt |
| Total Contributions | $10,028,193 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract Revenue | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $8,142,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,142,778 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,142,778 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,883 | TotalRevenueColumnAmt |
| Exclusion | $5,883 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $125 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$125 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125 | TotalRevenueColumnAmt |
| Exclusion | -$125 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Miscellaneous Income | 900099 | $46,949 | $42,569 | $4,380 |
| Insurance Proceeds | 900099 | $41,058 | $41,058 | |
| Registration fees | 541700 | $4,959 | $4,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $92,966 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,269,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,142,778 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,569 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,155 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,047,698 | TotalAmt |
| Program Services | $6,907,484 | ProgramServicesAmt |
| Management And General | $3,089,918 | ManagementAndGeneralAmt |
| Fundraising | $50,296 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,401 | TotalAmt |
| Program Services | $671,291 | ProgramServicesAmt |
| Management And General | $302,191 | ManagementAndGeneralAmt |
| Fundraising | $4,919 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,866 | TotalAmt |
| Program Services | $553,651 | ProgramServicesAmt |
| Management And General | $247,303 | ManagementAndGeneralAmt |
| Fundraising | $5,912 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,311 | TotalAmt |
| Program Services | $443,384 | ProgramServicesAmt |
| Management And General | $195,048 | ManagementAndGeneralAmt |
| Fundraising | $3,879 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,821 | TotalAmt |
| Management And General | $129,821 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,870 | TotalAmt |
| Management And General | $57,870 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,550 | TotalAmt |
| Management And General | $149,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,726 | TotalAmt |
| Program Services | $214,188 | ProgramServicesAmt |
| Management And General | $207,538 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,498 | TotalAmt |
| Management And General | $3,498 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,841 | TotalAmt |
| Program Services | $469,294 | ProgramServicesAmt |
| Management And General | $276,547 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,283 | TotalAmt |
| Program Services | $8,665 | ProgramServicesAmt |
| Management And General | $483,618 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,179 | TotalAmt |
| Program Services | $522,959 | ProgramServicesAmt |
| Management And General | $135,220 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,466 | TotalAmt |
| Program Services | $6,466 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,104 | TotalAmt |
| Management And General | $453,104 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,472 | TotalAmt |
| Management And General | $898,472 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,137 | TotalAmt |
| Management And General | $228,137 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Subcontract | $1,540,048 | $1,540,048 | |
| Meals and Entertainment | $70,221 | $54,547 | $15,674 |
| Overhead Allocation | $0 | $4,237,252 | -$4,237,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,174 | TotalAmt |
| Program Services | $60,133 | ProgramServicesAmt |
| Management And General | $355,041 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,745,666 | TotalAmt |
| Program Services | $15,689,362 | ProgramServicesAmt |
| Management And General | $2,991,298 | ManagementAndGeneralAmt |
| Fundraising | $65,006 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,842 | BOYAmt |
| EOY | $1,681,546 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,888,372 | BOYAmt |
| EOY | $2,854,997 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,943 | BOYAmt |
| EOY | $1,664,068 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,719,084 | BOYAmt |
| EOY | $1,741,784 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,771 | BOYAmt |
| EOY | $121,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,517,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,029,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,481,425 | BOYAmt |
| EOY | $18,487,437 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,522 | BOYAmt |
| EOY | $12,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,487,959 | BOYAmt |
| EOY | $26,563,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,417 | BOYAmt |
| EOY | $1,722,671 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,802 | BOYAmt |
| EOY | $219,179 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,188,792 | BOYAmt |
| EOY | $9,555,938 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,815,011 | BOYAmt |
| EOY | $11,497,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,337,171 | BOYAmt |
| EOY | $14,955,631 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,777 | BOYAmt |
| EOY | $110,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,672,948 | BOYAmt |
| EOY | $15,065,977 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,487,959 | BOYAmt |
| EOY | $26,563,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$475,971 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $869,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $4,629,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,772,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,777,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,519,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,671,733 | CurrentTaxYearAmt |
| Total | $24,371,125 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,629,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,772,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,777,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,519,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,671,733 | CurrentTaxYearAmt |
| Total | $24,371,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,371,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,883 | CurrentTaxYearAmt |
| Total | $27,853 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,864 | CurrentTaxYearAmt |
| Total | $180,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,579,592 | TotalSupportAmt |
| Public Support CY170 | 0.99150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $149,550 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $149,550 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Institution engages a public relations firm in the Washington, DC area to keep it advised of initiatives and activities related to scientific research and other educational initiatives. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,316,994 | OtherCostOrOtherBasisAmt |
| Book Value | $3,316,994 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,134,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,197,203 | DepreciationAmt |
| Book Value | $13,937,219 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,169,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,374,867 | DepreciationAmt |
| Book Value | $795,032 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,895,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,457,583 | DepreciationAmt |
| Book Value | $438,192 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,487,437 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $19,138,695 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $869,000 | OtherRevenueAmt |
| Revenue Not Reported | $869,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,269,695 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,269,695 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,745,666 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,745,666 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,745,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XI, Line 2d - Other Adjustments: | FormAndLineReferenceDesc |
| Explanation | Gain on bond refund 869,000. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronnie Armstrong | ||||||||||||||
| CFO | $156,905 | $0 | $0 | $0 | $0 | $0 | $17,377 | $0 | $1,567 | $0 | $175,849 | $0 | $0 | $0 |
| Ken Ford | ||||||||||||||
| CEO | $386,763 | $0 | $96,479 | $0 | $0 | $0 | $30,250 | $0 | $12,799 | $0 | $526,291 | $0 | $0 | $0 |
| Julie Sheppard | ||||||||||||||
| Executive Vice President/C | $271,839 | $0 | $0 | $0 | $0 | $0 | $30,250 | $0 | $12,641 | $0 | $314,730 | $0 | $0 | $0 |
| James Allen | ||||||||||||||
| Senior Research Scientist | $261,122 | $0 | $0 | $0 | $0 | $0 | $28,578 | $0 | $1,883 | $0 | $291,583 | $0 | $0 | $0 |
| Alberto Canas | ||||||||||||||
| Senior Research Scientist | $226,505 | $0 | $0 | $0 | $0 | $0 | $25,441 | $0 | $12,722 | $0 | $264,668 | $0 | $0 | $0 |
| Bonnie Dorr | ||||||||||||||
| Senior Research Scientist | $301,210 | $0 | $0 | $0 | $0 | $0 | $30,250 | $0 | $1,941 | $0 | $333,401 | $0 | $0 | $0 |
| Pamella Dana | ||||||||||||||
| Chief External Affairs Off | $267,199 | $0 | $0 | $0 | $0 | $0 | $29,350 | $0 | $9,312 | $0 | $305,861 | $0 | $0 | $0 |
| Peter Pirolli | ||||||||||||||
| Senior Research Scientist | $310,212 | $0 | $0 | $0 | $0 | $0 | $30,250 | $0 | $12,819 | $0 | $353,281 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The chairman of the audit/finance committee reviews the 990 before it is filed. |
| Form 990, Part VI, Section B, line 15a | The CEO's compensation is determined and approved by the Board of Directors. |
| Form 990, Part VI, Section C, line 18 | A copy of the organization's 990 is available in a PDF version or hardcopy upon request. |
| Form 990, Part VI, Section C, line 19 | The organization publishes its governing documents, conflict of interest policy and financial statements via its website. |
| Form 990, Part XI, line 9: | Gain on bond refund 869,000. |
| Part XII, line 2c | The process has not changed from the prior year. |