JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY (EIN 80-0025367)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-11
- IRS object ID
- 201943159349301359
- 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 | 2019-11-11T08:33:08-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560517823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOONCE WOOTEN & HAYWOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 17806 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276197806 | 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 | 800025367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B HUNT JR INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL LEADERSHIP & POLICY FDN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9843775200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA NO 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM HOUSTON TREASURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9843775200 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H LOWELL OAKLEY JR | PreparerPersonNm |
| PTIN | P00077654 | PTIN |
| Phone | 9197829265 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.106.199.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 11:01:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66C8675AEDA363E8E5721BD81008A7BC06C51716 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 97A7BDDEF89A126C22334604E14F7E0FE42F9C00 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAVAID E SIDDIQI PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA SUITE 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,086,534 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNT-INSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,306,875 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,693,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,883 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $337,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,281 | PYOtherRevenueAmt |
| CY Other Revenue | $4,865 | CYOtherRevenueAmt |
| PY Total Revenue | $4,368,312 | PYTotalRevenueAmt |
| CY Total Revenue | $5,086,534 | 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 | $1,334,740 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,346,097 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $864,068 | PYOtherExpensesAmt |
| CY Other Expenses | $1,271,648 | CYOtherExpensesAmt |
| PY Total Expenses | $2,198,808 | PYTotalExpensesAmt |
| CY Total Expenses | $2,617,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,169,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,468,789 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,771,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,375,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $271,860 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,635,087 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,103,876 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $740,985 | ExpenseAmt |
| Desc | HUNT-KEAN LEADERSHIP FELLOWSTHE FINAL SESSION FOR COHORT 4 OF THE HUNT-KEAN LEADERSHIP FELLOWS (HK FELLOWS) PROGRAM WAS HELD IN SEATTLE, WA IN AUGUST 2018. FIFTEEN HK FELLOWS AND FIVE HK FELLOWS ADVISORY BOARD MEMBERS ATTENDED AND DISCUSSED TOPICS SUCH AS MEASURING TEACHER EFFECTIVENESS, TEACHER PREPARATION, AND COMPENSATION. COHORT 5 LAUNCHED IN DECEMBER 2018 WITH HK FELLOWS COMING TOGETHER FOR THEIR FIRST MEETING IN WASHINGTON, DC. COHORT 5 WAS THE FIRST COHORT FOR WHICH THE CURRICULUM COVERED THE ENTIRE CONTINUUM, FROM PRENATAL AND EARLY CHILDHOOD TO POSTSECONDARY EDUCATION AND THE WORKFORCE. THE SESSION BEGAN WITH A DISCUSSION ON EARLY CHILDHOOD EDUCATION, INCLUDED A SCHOOL VISIT TO TWO RIVERS PUBLIC CHARTER SCHOOL, AND CONCLUDED WITH DISCUSSIONS ABOUT SCHOOL CHOICE, SCHOOL FUNDING AND TEACHER EFFECTIVENESS. THROUGHOUT SPRING 2019, HUNT-KEAN LEADERSHIP FELLOWS FROM ALL COHORTS AND THEIR STAFF WERE INVITED TO PARTICIPATE IN MONTHLY WEBINARS TO DIG DEEPER INTO SPECIFIC POLICY AREAS SUCH AS STATE EVERY STUDENT SUCCEEDS ACT PLANS, TEACHER PENSIONS, AND SCHOOL LEADERSHIP. HK FELLOWS WERE ALSO OFFERED IN-STATE SESSIONS WITH THE HUNT INSTITUTE STAFF TO DISCUSS THEIR STATE'S EDUCATION LANDSCAPE AND POLITICAL CONTEXT IN GREATER DETAIL. IN JUNE 2019, THE INSTITUTE TOOK A GROUP OF HK FELLOWS AND STATE LEGISLATORS TO VISIT EDUCARE NEW ORLEANS IN NEW ORLEANS, LA. IN MARCH 2019, THE HUNT INSTITUTE HOSTED THE HUNT-KEAN LEADERSHIP FELLOWS HIGHER EDUCATION SUMMIT, IN PARTNERSHIP WITH DUKE UNIVERSITY'S SANFORD SCHOOL FOR PUBLIC POLICY. DEVELOPED TO ALLOW THE INSTITUTE TO DIVE DEEPER ON POSTSECONDARY POLICY ISSUES WITH HK FELLOWS, THE SUMMIT CONVENED 15 HK FELLOWS (FROM COHORTS 1-5), SIX FORMER GOVERNORS, CONTENT EXPERTS, AND PRACTITIONERS FOR A DAY AND A HALF OF ENGAGING DISCUSSIONS ABOUT A VARIETY OF HIGHER EDUCATION POLICY TOPICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $864,046 | ExpenseAmt |
| Desc | STATE ENGAGEMENTTHE HUNT INSTITUTE ENGAGED NORTH CAROLINA POLICYMAKERS AND STAKEHOLDERS IN A SERIES OF CONVENINGS THROUGHOUT 2019. THE EDUCATION POLICY RETREAT (EPR), HELD IN JANUARY 2019, SPECIFICALLY TARGETED THE INCOMING CLASS OF LEGISLATORS. BUILDING UPON THE EPR, THE INSTITUTE HOSTED THREE ADDITIONAL LEARNING OPPORTUNITIES FOR NORTH CAROLINA LEGISLATORS AND STAKEHOLDERS, INCLUDING: A POLICY DINNER DISCUSSING NORTH CAROLINA'S SCHOOL PERFORMANCE GRADE SYSTEM WITH DR. CHRISTY HOVANETZ FROM EXCELINED; A REGIONAL VISIT TO WAKE EARLY COLLEGE HIGH SCHOOL, HIGHLIGHTING THE ROLE EARLY COLLEGE HIGH SCHOOLS PLAY IN PROMOTING POSTSECONDARY COMPLETION; AND A POLICY BREAKFAST TO DISCUSS THE IMPACT OF PENSIONS ON TEACHER RECRUITMENT AND RETENTION IN NORTH CAROLINA. NORTH CAROLINA LEGISLATORS ALSO PARTICIPATED IN THE AFOREMENTIONED VISIT TO EDUCARE NEW ORLEANS IN JUNE 2019. ADDITIONALLY, THE INSTITUTE CONTINUED ITS COMMUNICATION SUPPORT OF MYFUTURENC, INCLUDING THE ADOPTION OF A STATEWIDE EDUCATIONAL ATTAINMENT GOAL FOR NORTH CAROLINA AND RELEASED A POLICY BRIEF, CONNECTING THE CONTINUUM: LONGITUDINAL DATA SYSTEMS IN NORTH CAROLINA, WHICH HIGHLIGHTED THE ADVANTAGES OF STATE LONGITUDINAL DATA SYSTEMS AND NEXT STEPS FOR POLICYMAKERS INTERESTED IN ASSESSING THE STATUS OF NORTH CAROLINA'S DATA SYSTEM.THE HUNT INSTITUTE ALSO CONTINUED ITS ENGAGEMENT IN VIRGINIA AND WEST VIRGINIA, HOSTING ITS 4TH ANNUAL VIRGINIA EDUCATION SUMMIT IN OCTOBER 2018 IN RICHMOND, VA AND A POLICY DINNER FOR VIRGINIA LEGISLATORS ON TEACHER PENSIONS. THE INSTITUTE WAS CALLED UPON BY NEWLY APPOINTED VIRGINIA SUPERINTENDENT OF PUBLIC INSTRUCTION, DR. JAMES LANE, TO HELP DEVELOP AND LEAD THE VIRGINIA IS FOR LEARNERS ADVISORY COMMITTEE. THE COMMITTEE'S ACTIVITIES CULMINATED IN A FINAL REPORT, OUTLINING RECOMMENDATIONS FOR DR. LANE'S NEW ADMINISTRATION. THE REPORT WAS PRESENTED TO THE BOARD OF EDUCATION IN FEBRUARY 2019. IN WEST VIRGINIA, THE INSTITUTE'S DIRECTOR OF POLICY & RESEARCH, PATRICK SIMS, PROVIDED REMARKS AT THE WEST VIRGINIA PUBLIC EDUCATION COLLABORATIVE'S (WVPEC) ANNUAL LEGISLATORS FORUM IN DECEMBER 2018. HE SPOKE ABOUT THE VALUE OF CRITICAL NONPARTISAN CONVERSATIONS AND OFFERED SUPPORT TO WEST VIRGINIA LEGISLATORS AS THEY TACKLE THE CHALLENGING EDUCATION ISSUES FACING WEST VIRGINIA'S STUDENTS.EXPANDING THE STATE LEGISLATIVE RETREAT MODEL INTO A FOURTH STATE, THE HUNT INSTITUTE HOSTED ITS FIRST MISSOURI LEGISLATORS RETREAT IN JEFFERSON CITY, MO IN JANUARY 2019. THE EXPANSION WAS CHAMPIONED BY MISSOURI SECRETARY OF STATE JAY ASCHROFT WHO PARTICIPATED IN COHORT 4 OF THE HUNT-KEAN LEADERSHIP FELLOWS PROGRAM. MODELING THE INSTITUTE'S WORK WITH THE VIRGINIA IS FOR LEARNERS ADVISORY COMMITTEE, THE INSTITUTE ALSO PARTNERED WITH COMMISSIONER MARGIE VANDEVEN, MISSOURI COMMISSIONER OF ELEMENTARY AND SECONDARY EDUCATION, TO CREATE THE COMMISSIONER'S EDUCATION POLICY COMMITTEE. AS OF JUNE 2019, THE INSTITUTE IS IN THE PROCESS OF AUTHORING A FINAL REPORT OF THE COMMITTEE'S RECOMMENDATIONS, WHICH WILL THEN BE PRESENTED TO THE STATE BOARD OF EDUCATION FOR APPROVAL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $750,676 | ExpenseAmt |
| Revenue | $50,784 | RevenueAmt |
| Desc | CROSS-STATE TEAM ENGAGEMENT AND OTHER PROGRAMSTHE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVENING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS COVERING THE EDUCATION CONTINUUM.IN APRIL 2019, THE HUNT INSTITUTE HOSTED 34 STATE LEADERS IN WASHINGTON, DC FOR THE 2019 EDUCATION RETREAT: ADVANCING CROSS-STATE CONVERSATIONS. BUILDING INTO AND TACKING ONTO THE END OF THE REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE), 15 STATES WERE REPRESENTED WITH STATE TEAM MEMBERS INCLUDING GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION LEADERS, LEGISLATORS, AND OTHERS.AS FOLLOW UP TO THE HUNT INSTITUTE'S JUNE 2018 PRENATAL TO THREE YEARS SUMMIT, CREATED AND DELIVERED IN PARTNERSHIP WITH BUILD INITIATIVE, A SECOND CO-BRANDED CONVENING WAS HOSTED IN JUNE 2019 IN NEW ORLEANS, LA. TITLED 2019 EARLY CHILDHOOD LEADERSHIP SUMMIT, THE SUMMIT WAS HELD IN ADVANCE OF BUILD'S 2019 QUALITY RATING AND IMPROVEMENT SYSTEMS CONFERENCE AND FEATURED STATE TEAMS FROM ACROSS THE NATION, INCLUDING TEAMS FROM ARKANSAS, IDAHO, MAINE, MINNESOTA, MISSOURI, NORTH CAROLINA, SOUTH CAROLINA, AND VIRGINIA, AMONG OTHERS. IN KEEPING WITH THE INSTITUTE'S MISSION TO SUPPORT ELECTED OFFICIALS ON ISSUES OF EDUCATION REFORM, THE 2019 SUMMIT WAS DESIGNED TO ENGAGE MORE MEMBERS OF THE INSTITUTE'S CORE AUDIENCE OF ELECTED OFFICIALS IN UNDERSTANDING THE CRITICAL IMPORTANCE OF EARLY CHILDHOOD EDUCATION AND THE SYSTEMS THAT SUPPORT YOUNG CHILDREN AND THEIR FAMILIES. STATE TEAMS INCLUDING GOVERNORS' REPRESENTATIVES, KEY STATE LAWMAKERS, HUNT-KEAN LEADERSHIP FELLOWS, EARLY CHILDHOOD SYSTEM LEADERS, AND PRIVATE/PHILANTHROPIC FUNDERS. STATE TEAMS LEFT THE SUMMIT WITH A SET OF EARLY CHILDHOOD SYSTEM GOALS FOR THEIR STATES.THE HUNT INSTITUTE HAS ALSO BEEN INTENTIONAL ABOUT CONTINUING TO ENHANCE ITS BRAND AND NATIONAL PRESENCE, CONTINUING THE INTERSECTION BLOG AND BIWEEKLY WEBINAR SERIES, AND DEPLOYING STAFF TO AND HOSTING SESSIONS AT PARTNER CONVENINGS SUCH AS COUNCIL OF CHIEF STATE SCHOOL OFFICERS' THE NATIONAL CONFERENCE ON STUDENT ASSESSMENT, EDUCATION COMMISSION OF THE STATES NATIONAL FORUM ON EDUCATION POLICY, STATE HIGHER EDUCATION EXECUTIVE OFFICERS' HIGHER EDUCATION POLICY CONFERENCE, NATIONAL CONFERENCE OF STATE LEGISLATURES' LEGISLATIVE SUMMIT, AMERICAN ENTERPRISE INSTITUTE'S BRIDGING THE DIVIDE SUMMIT, AND THE CENTER ON ENHANCING EARLY LEARNING OUTCOMES ROUNDTABLE CONFERENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,355,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEREDITH DIXON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9843774992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PARK FORTY PLAZA SUITE 280 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GOVERNOR JAMES B HUNT JR | |||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS W LAMBETH | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE HOWARD N LEE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM HOUSTON PHD | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GOVERNOR ROY BARNES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY BEST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ENRIQUETA BOND PHD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE DON CARCIERI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIMI CLARKE CORCORAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE WALTER DALTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE MITCH DANIELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE JIM DOUGLAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT EAVES JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL FLEISHMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA FORNASH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE GREEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J JACKSON HOKE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A INGRAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN JUDITH KELLEY PHD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE MICHAEL LEE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DELIA POMPA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE JAMIE WOODSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAVAID SIDDIQI PHD | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $280,360 | $0 | $23,053 | ||
| MICHELE JORDAN | |||||||
| CHIEF OF STAFF | 40.00 | $126,782 | $0 | $19,118 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $407,142 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,171 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,693,779 | AllOtherContributionsAmt |
| Noncash Contributions | $450 | NoncashContributionsAmt |
| Total Contributions | $4,693,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CNDC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $50,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,784 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,363 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,363 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,743 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,743 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,743 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,865 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,086,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $392,755 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,160 | TotalAmt |
| Program Services | $312,318 | ProgramServicesAmt |
| Management And General | $50,842 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,606 | TotalAmt |
| Program Services | $678,952 | ProgramServicesAmt |
| Management And General | $88,654 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,816 | TotalAmt |
| Program Services | $49,224 | ProgramServicesAmt |
| Management And General | $6,592 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,578 | TotalAmt |
| Program Services | $73,701 | ProgramServicesAmt |
| Management And General | $9,877 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,937 | TotalAmt |
| Program Services | $66,795 | ProgramServicesAmt |
| Management And General | $9,142 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479 | TotalAmt |
| Management And General | $479 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,050 | TotalAmt |
| Management And General | $15,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,315 | TotalAmt |
| Program Services | $173,656 | ProgramServicesAmt |
| Management And General | $24,659 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,866 | TotalAmt |
| Program Services | $31,832 | ProgramServicesAmt |
| Management And General | $5,034 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,608 | TotalAmt |
| Program Services | $109,922 | ProgramServicesAmt |
| Management And General | $17,686 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,887 | TotalAmt |
| Program Services | $244,362 | ProgramServicesAmt |
| Management And General | $20,525 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,841 | TotalAmt |
| Program Services | $496,841 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,318 | TotalAmt |
| Management And General | $5,318 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT | $72,315 | $71,165 | $1,150 |
| MATERIALS AND SUPPLIES | $32,738 | $30,023 | $2,715 |
| MISCELLANEOUS | $13,712 | $10,358 | $3,354 |
| COPYING AND PRINTING | $7,519 | $6,558 | $961 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,617,745 | TotalAmt |
| Program Services | $2,355,707 | ProgramServicesAmt |
| Management And General | $262,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,208 | BOYAmt |
| EOY | $975,643 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,087,582 | BOYAmt |
| EOY | $4,644,714 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,883 | BOYAmt |
| EOY | $2,694,014 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,182 | BOYAmt |
| EOY | $47,250 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,948 | BOYAmt |
| EOY | $14,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,771,803 | BOYAmt |
| EOY | $8,375,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,716 | BOYAmt |
| EOY | $271,860 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,716 | BOYAmt |
| EOY | $271,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,127,861 | BOYAmt |
| EOY | $2,778,319 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,507,226 | BOYAmt |
| EOY | $5,325,557 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,635,087 | BOYAmt |
| EOY | $8,103,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,771,803 | BOYAmt |
| EOY | $8,375,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,468,789 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,654,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,351,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,306,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,693,329 | CurrentTaxYearAmt |
| Total | $14,547,021 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,654,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,351,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,306,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,693,329 | CurrentTaxYearAmt |
| Total | $14,547,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,899,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,647,390 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,363 | CurrentTaxYearAmt |
| Total | $256,934 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,865 | CurrentTaxYearAmt |
| Total | $20,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,824,161 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $76,667 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,086,534 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,086,534 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,086,534 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,617,745 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,617,745 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,617,745 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING IS AN EXCERPT FROM THE AUDITED FINANCIAL STATEMENTS OF JAMES B. HUNT, JR. INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FOUNDATION FOR THE YEAR ENDED JUNE 30, 2019 REGARDING UNCERTAIN TAX POSITIONS UNDER FIN 48: IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY OF INCOME TAXES, THE INSTITUTE HAS DETERMINED THAT ALL TAX POSITIONS TAKEN ARE HIGHLY CERTAIN. THE INSTITUTE HAS DETERMINED THAT NO UNRECOGNIZED TAX LIABILITY EXISTS. FUTHERMORE, THE INSTITUTE BELIEVES THERE IS NO MATERIAL INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS FOR THIS PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAVAID SIDDIQI PHD | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $280,360 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $22,150 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $903 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $303,413 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL AT THE FALL 2019 BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADVANCE OF FILING THE FORM 990, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AN ANNUAL QUESTIONNAIRE, REPORTING ANY CONFLICTS OF INTEREST THAT MIGHT EXIST. KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE, WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE UPON REQUEST. |