STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY (EIN 80-0025367)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-01-14
IRS object ID
201900149349300615
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-01-14T09:09:01-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560517823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Koonce Wooten & Haywood LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O Box 17806AddressLine1Txt
CityRaleighCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276197806ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800025367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES B HUNT JR INSTITUTE FORBusinessNameLine1Txt
Business Name Line2EDUCATIONAL LEADERSHIP & POLICY FDNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone9843775200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 PARK FORTY PLAZA No 280AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27713ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAM HOUSTON TREASURERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9843775200PhoneNum
Signature2019-01-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonH Lowell Oakley JrPreparerPersonNm
PTINP00077654PTIN
Phone9197829265PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.106.199.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-08IPDt
IP Tm14:35:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id66C8675AEDA363E8E5721BD81008A7BC06C51716AtSubmissionCreationDeviceId
At Submission Filing Device Id66C8675AEDA363E8E5721BD81008A7BC06C51716AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAVAID E SIDDIQI PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 PARK FORTY PLAZA SUITE 280AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27713ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,368,312GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HUNT-INSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee17TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,351,828PYContributionsGrantsAmt
CY Contributions Grants$4,306,875CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$25,883CYProgramServiceRevenueAmt
PY Investment Income$34,943PYInvestmentIncomeAmt
CY Investment Income$34,273CYInvestmentIncomeAmt
PY Other Revenue$360PYOtherRevenueAmt
CY Other Revenue$1,281CYOtherRevenueAmt
PY Total Revenue$1,387,131PYTotalRevenueAmt
CY Total Revenue$4,368,312CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,607,530PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,334,740CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,096,968PYOtherExpensesAmt
CY Other Expenses$864,068CYOtherExpensesAmt
PY Total Expenses$2,704,498PYTotalExpensesAmt
CY Total Expenses$2,198,808CYTotalExpensesAmt
PY Revenues Less Expenses-$1,317,367PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,169,504CYRevenuesLessExpensesAmt
Total Assets BOY$3,597,515TotalAssetsBOYAmt
Total Assets EOY$5,771,803TotalAssetsEOYAmt
Total Liabilities BOY$131,932TotalLiabilitiesBOYAmt
Total Liabilities EOY$136,716TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,465,583NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,635,087NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,860,882ExpenseAmt
Revenue$25,883RevenueAmt
DescIN FISCAL YEAR 2018, THE HUNT INSTITUTE PLANNED AND IMPLEMENTED A NUMBER OF INITIATIVES WITH POLICYMAKERS. KEY ACCOMPLISHMENTS ARE SUMMARIZED BELOW:HUNT-KEAN LEADERSHIP FELLOWS:THE THIRD COHORT OF HUNT-KEAN LEADERSHIP FELLOWS CONVENED FOR THEIR FINAL SESSION IN SALT LAKE CITY, UTAH IN AUGUST 2017. THE TWO-AND-A-HALF DAY SESSION FOCUSED ON EDUCATOR EFFECTIVENESS AND SCHOOL LEADERSHIP, OFFERING OPPORTUNITIES TO DISCUSS AND DEBATE TEACHER AND SCHOOL LEADER PREPARATION, EVALUATION, COMPENSATION, AND TENURE.IN DECEMBER, THE FOURTH COHORT OF HUNT-KEAN LEADERSHIP FELLOWS CONVENED FOR THE FIRST TIME IN WASHINGTON, DC. THE FOURTH COHORT BROUGHT TOGETHER A COHORT OF 20 HIGH-RANKING STATE OFFICIALS AND POLITICAL LEADERS. THE TWO-DAY MEETING FOCUSED ON THE IMPORTANCE OF RIGOROUS STANDARDS, ALIGNED ASSESSMENTS, AND STRONG ACCOUNTABILITY SYSTEMS AS WELL AS DISCUSSIONS ON CHARTER SCHOOLS AND THE MERITS AND CHALLENGES OF SCHOOL CHOICE REFORM. THE COHORT PARTICIPATED IN A STRUCTURED SCHOOL VISIT THAT INCLUDED CLASSROOM VISITS GUIDED BY STUDENTS AND A DEBRIEFING WITH MEMBERS OF THE SCHOOL'S LEADERSHIP TEAM.FROM JANUARY THROUGH JUNE, COHORT 4 FELLOWS BUILT ON THE FIRST SESSION THROUGH PERSONALIZED POLICY BRIEFINGS IN THEIR HOME STATES, MONTHLY WEBINARS, AND A REGIONAL VISIT TO A SCHOOL THAT OPERATES UNDER A PUBLIC-PRIVATE PARTNERSHIP MODEL IN CHARLESTON, SOUTH CAROLINA.EARLY CHILDHOOD:THIS YEAR, THE HUNT INSTITUTE LAUNCHED ITS FIRST SUMMIT AS PART OF A THREE-PHASE INITIATIVE TO ENSURE THAT EVERY STATE IS BUILDING OR ENHANCING A COMPREHENSIVE, EQUITABLE EARLY CHILDHOOD SYSTEM.PRENATAL TO THREE YEARS SUMMITIN JUNE 2018, THE HUNT INSTITUTE, IN PARTNERSHIP WITH THE BUILD INITIATIVE, HOSTED A SUMMIT DEDICATED TO SYSTEMS ALIGNMENT. OVER 50 REPRESENTATIVES FROM 8 STATES ATTENDED THE TWO-DAY SUMMIT TO FOCUS ON DEVELOPING AND ALIGNING STATE-LEVEL SYSTEMS SPECIFICALLY FOR PRENATAL TO THREE. THE PRENATAL TO THREE YEARS SUMMIT FEATURED A RANGE OF NATIONAL EXPERTS AND PROVIDED STATE TEAMS WITH FACILITATED DISCUSSIONS AND STRATEGY SESSIONS ABOUT HOW TO MOVE NECESSARY SYSTEMS CHANGE IN THEIR HOME STATES. OVER THE COMING TWO YEARS, THE INSTITUTE LOOKS FORWARD TO EXPANDING ITS REACH AND HOSTING CONVENINGS FOR ADDITIONAL STATE TEAMS AS WELL AS ONGOING SUPPORT.STATE LEGISLATIVE ENGAGEMENT:VIRGINIA EDUCATION SUMMIT / DECEMBER 2017THE 2017 VIRGINIA EDUCATION SUMMIT CONVENED A BIPARTISAN GROUP OF MORE THAN 90 VIRGINIA POLICYMAKERS AND NATIONAL AND STATE EDUCATION EXPERTS TO DISCUSS THE CHALLENGES AND BEST STRATEGIES FOR IMPROVING EDUCATION IN THE COMMONWEALTH. THE SUMMIT WAS HELD ON THE CAMPUSES OF VIRGINIA COMMONWEALTH UNIVERSITY AND J. SARGEANT REYNOLDS COMMUNITY COLLEGE.CO-HOSTED BY SENATOR STEVE NEWMAN AND DELEGATE STEVE LANDES, THE TWO-DAY SUMMIT INCLUDED A SERIES OF PANEL DISCUSSIONS AND SMALL GROUP CONVERSATIONS ADDRESSING THE IMPORTANCE OF STRONG EARLY CHILDHOOD DATA SYSTEMS, THE VALUE OF EFFECTIVE ENGLISH LANGUAGE LEARNER POLICIES, AND HOW PUBLIC-PRIVATE PARTNERSHIPS CAN ADDRESS GAPS IN THE EDUCATION SYSTEM. ATTENDEES ALSO HEARD DIRECTLY FROM DISTRICT AND POSTSECONDARY LEADERS ON HOW DUAL ENROLLMENT AND OTHER INITIATIVES CAN BOOST COLLEGE AND CAREER READINESS AND LEGISLATORS HAD THE OPPORTUNITY TO PARTICIPATE IN SMALL GROUP DISCUSSIONS WITH DISTRICT SUPERINTENDENTS AND PRINCIPALS ABOUT THE IMPORTANCE OF RIGOROUS GRADUATION REQUIREMENTS AND HOW STATE POLICIES IMPACT SCHOOLS DIRECTLY.WEST VIRGINIA LEGISLATORS' FORUM ON EDUCATION AND THE ECONOMY / NOVEMBER 2017THE HUNT INSTITUTE PROVIDED AGENDA AND POLICY SUPPORT TO THE WEST VIRGINIA PUBLIC EDUCATION COLLABORATIVE FOR ITS SECOND WEST VIRGINIA LEGISLATORS' FORUM ON EDUCATION AND THE ECONOMY. THE TWO-DAY BIPARTISAN MEETING HELD ON NOVEMBER 1-2, 2017 IN CHARLESTON, WV INCLUDED OVER 30 LEGISLATORS FROM EDUCATION COMMITTEES.HOLHOUSER LEGISLATORS RETREAT / MARCH 2018ON MARCH 19-20, 2018, THE HUNT INSTITUTE CONVENED NORTH CAROLINA LEGISLATORS IN PINEHURST, NORTH CAROLINA FOR ITS 14TH ANNUAL HOLSHOUSER LEGISLATORS RETREAT. OVER THIRTY-FIVE POLICYMAKERS JOINED KEY STATE EDUCATION LEADERS, NATIONAL EXPERTS, AND THE HUNT INSTITUTE TEAM TO EXPLORE PRESSING ISSUES IN NORTH CAROLINA P-20 EDUCATION.THE RETREAT AGENDA WAS DEVELOPED IN COLLABORATION WITH LEGISLATIVE LEADERSHIP, INCLUDING THE 2018 EVENT CHAIR, SENATOR MICHAEL LEE OF NORTH CAROLINA DISTRICT 9. LEGISLATORS ENGAGED IN CONVERSATIONS AROUND POSTSECONDARY EDUCATIONAL ATTAINMENT, WORKFORCE DEVELOPMENT, HIGH-QUALITY TEACHERS AND SCHOOL LEADERS, THE IMPORTANCE OF HIGH-QUALITY EARLY CHILDHOOD EDUCATION, SCHOOL FINANCE REFORM, AND INSTRUCTIONAL INNOVATION.LEGISLATIVE DINNER SERIES / JULY 2017 - JUNE 2018THE HUNT INSTITUTE ALSO HOSTED NORTH CAROLINA AND VIRGINIA LEGISLATORS FOR CANDID, IN-DEPTH CONVERSATIONS OVER DINNER. DINNERS INCLUDED:* A CONVERSATION WITH NINA REES, PRESIDENT, NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS / NORTH CAROLINA / JULY 19, 2017* DINNER ON THE TEACHER PIPELINE WITH BRAD JUPP, ASPEN INSTITUTE / VIRGINIA / FEBRUARY 27, 2018* DINNER ON DISCIPLINE & STUDENT SUCCESS WITH JOHN B. KING, JR., FORMER U.S. SECRETARY OF EDUCATION / VIRGINIA / MAY 1 ,2018* MYFUTURENC DINNER & DISCUSSION WITH SCOTT JENKINS, LUMINA FOUNDATION / NORTH CAROLINA / JUNE 13, 2018REGIONAL VISITS / SEPTEMBER 2017 - MAY 2018THE INSTITUTE ALSO HOSTED NORTH CAROLINA AND VIRGINIA LEGISLATORS ON REGIONAL TRIPS TO VISIT INNOVATIVE SCHOOLS AND EDUCATIONAL MODELS IN ACTION. TRIPS INCLUDED:* SEPTEMBER 2017: OPPORTUNITY CULTURE IN ACTION / A VISIT TO SHAMROCK GARDENS ELEMENTARY IN CHARLOTTE / CLASSROOM OBSERVATIONS TO SEE THE ADVANCED ROLES MODEL IN ACTION; CONVERSATIONS WITH TEACHERS AND SCHOOL LEADERSHIP; AND A POLICY DISCUSSION THAT INCLUDED STEPHANIE DEAN FROM PUBLIC IMPACT AND ERIN SWANSON FROM EDGECOMBE COUNTY WHERE THEY ARE JUST BEGINNING TO IMPLEMENT THE MODEL.* OCTOBER 2017: THE RECOVERY SCHOOL DISTRICT / A VISIT TO HARRIET TUBMAN CHARTER SCHOOL IN NEW ORLEANS / CONDUCTED JOINTLY WITH THE HUNT-KEAN LEADERSHIP FELLOWS PROGRAM, PARTICIPANTS WERE ABLE TO TOUR THE SCHOOL, MEET WITH PARENTS, AND HAVE A CANDID POLICY DISCUSSION WITH BOTH THE CURRENT AND FORMER SUPERINTENDENTS OF THE RECOVERY SCHOOL DISTRICT.* MAY 2018: PUBLIC-PRIVATE PARTNERSHIPS / A VISIT TO MEETING STREET ELEMENTARY IN CHARLESTON, SC / CONDUCTED JOINTLY WITH THE HUNT-KEAN LEADERSHIP FELLOWS PROGRAM, STATE LEGISLATORS FROM NORTH CAROLINA AND VIRGINIA TOURED THE SCHOOL AND LEARNED ABOUT MEETING STREET SCHOOLS' PARTNERSHIP WITH CHARLESTON COUNTY SCHOOL DISTRICT. POLICYMAKERS ENGAGED WITH SCHOOL AND SYSTEM LEADERS IN CONVERSATIONS AROUND HOW INNOVATIVE THINKING, POLICY FLEXIBILITY, AND A COMBINATION OF PUBLIC AND PRIVATE RESOURCES HAVE ENABLED THE SCHOOL TO INCREASE STUDENT ACHIEVEMENT AND IMPROVE THE LONG-TERM OUTCOMES OF STUDENTS.PUBLICATIONS, MEDIA, AND INFORMATION DISSEMINATION:WEBINAR SERIESDURING THE FISCAL YEAR 2017-2018, THE HUNT INSTITUTE REBRANDED ITS WEEKLY PARTNER CALL AS "THE INTERSECTION" WEBINAR. THE BI-WEEKLY WEBINAR SERIES WAS OPENED TO A BROADER PUBLIC WITH ACTIVE PROMOTION VIA SOCIAL MEDIA. WEBINARS INCLUDED:* SOCIAL EMOTIONAL LEARNING INTERVENTIONS UNDER ESSA / LAURA HAMILTON, RAND EDUCATION* REACHING FURTHER AND LEARNING MORE: EVALUATING PUBLIC IMPACT'S OPPORTUNITY CULTURE INITIATIVES / STEPHANIE DEAN, PUBLIC IMPACT* STATE CHARTER LANDSCAPE / TODD ZIEBARTH, NAPCS* PRIORITIZING LEADERSHIP: AN ANALYSIS OF STATE ESSA PLANS / SARAH ROSENBERG, NEW LEADERS* OVERVIEW OF FEDERAL POLICY LANDSCAPE / PHILLIP LOVELL, ALLIANCE FOR EXCELLENT EDUCATION* 2018 STRONGER NATION UPDATE / COURTNEY BROWN, LUMINA* ANALYSIS OF 2017 SMARTER BALANCED TEST SCORES / CHRIS BARRON, SMARTER BALANCED* STATES LEADING / MELISSA MCGRATH, CCSSOIN ADDITON, FROM AUGUST THROUGH OCTOBER 2017, THE HUNT INSTITUTE RAN A WEEKLY SERIES ON OUR BLOG FOCUSED ON HIGHLIGHTING BOTH THE IMPORTANCE OF KEEPING EQUITY AT THE CENTER OF ESSA AND THE WORK OF OUR FRIENDS AND PARTNERS IN THE EDUCATION AND POLICY SPACE. THE SERIES WAS WIDELY VIEWED WITH OUR TOTAL WEBSITE TRAFFIC TRIPLING FROM JULY 2017 THROUGH THE COURSE OF THE SERIES. IT INCLUDED Q&A ARTICLES WITH INSTITUTE PRESIDENT & CEO, DR. JAVAID SIDDIQI, AS WELL AS MIMI CORCORAN (NATIONAL CENTER FOR LEARNING DISABILITIES), NINA REES (NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS), DANIELLE GONZALES (ASPEN INSTITUTE), JEREMY ANDERSON (ECS), CHRIS MINNICH (CCSSO), LINDA DARLING-HAMMOND (LEARNING POLICY INSTITUTE), LAURA FORNASH (MCGUIRE WOODS CONSULTING), LAURA SLOVER (CENTERPOINT EDUCATION SOLUTIONS), ANISSA LISTACK (NATIONAL CENTER FOR TEACHER RESIDENCIES) AND FORMER GOVERNOR JIM HUNT.Desc
Total Program Service Expenses$1,860,882TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee17EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEREDITH DIXONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9843774992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 PARK FORTY PLAZA SUITE 280AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27713ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GOVERNOR JAMES B HUNT JR
CHAIRMAN4.00Yes (X)Yes (X)$0$0$0
THOMAS W LAMBETH
VICE CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
THE HONORABLE HOWARD N LEE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
SAM HOUSTON PHD
TREASURER2.00Yes (X)Yes (X)$0$0$0
GOVERNOR ROY BARNES
BOARD MEMBER1.00Yes (X)$0$0$0
RANDY BEST
BOARD MEMBER1.00Yes (X)$0$0$0
DEAN KELLY BROWNELL PHD
BOARD MEMBER1.00Yes (X)$0$0$0
ENRIQUETA BOND PHD
BOARD MEMBER1.00Yes (X)$0$0$0
GOVERNOR DON CARCIERI
BOARD MEMBER1.00Yes (X)$0$0$0
MIMI CLARKE CORCORAN
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE WALTER DALTON
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE MITCH DANIELS
BOARD MEMBER1.00Yes (X)$0$0$0
GOVERNOR JIM DOUGLAS
BOARD MEMBER1.00Yes (X)$0$0$0
BOB EAVES
BOARD MEMBER1.00Yes (X)$0$0$0
JOEL FLEISHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
LAURA FORNASH
BOARD MEMBER1.00Yes (X)$0$0$0
MAURICE GREEN
BOARD MEMBER1.00Yes (X)$0$0$0
J JACKSON HOKE
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT A INGRAM
BOARD MEMBER1.00Yes (X)$0$0$0
DEAN JUDITH KELLEY PHD
BOARD MEMBER1.00Yes (X)$0$0$0
JIM W PHILLIPS JR
BOARD MEMBER1.00Yes (X)$0$0$0
DELIA POMPA
BOARD MEMBER1.00Yes (X)$0$0$0
THE HONORABLE JAMIE WOODSON
BOARD MEMBER1.00Yes (X)$0$0$0
JAVAID SIDDIQI PHD
PRESIDENT & CEO40.00Yes (X)$241,145$0$23,354
MICHELE JORDAN
CHIEF OF STAFF40.00$105,537$0$20,559Yes (X)
APRIL WHITE HENDERSON
FORMER ASSOC EXECUTIVE DIRECTOR & CHIEF OF STAFF40.00$198,209$0$25,935Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$544,891TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$69,848TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,306,875AllOtherContributionsAmt
Total Contributions$4,306,875TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMY FUTURE NCDesc
Business900099BusinessCd
Total Revenue Column$25,883TotalRevenueColumnAmt
Related Or Exempt Func Income$25,883RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$25,883TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,273TotalRevenueColumnAmt
Related Or Exempt Func Income$34,273RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,281TotalRevenueColumnAmt
Related Or Exempt Func Income$1,281RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,281OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,368,312TotalRevenueColumnAmt
Related Or Exempt Func Income$61,437RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$395,713TotalAmt
Program Services$356,133ProgramServicesAmt
Management And General$39,580ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$716,464TotalAmt
Program Services$541,755ProgramServicesAmt
Management And General$174,709ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$74,220TotalAmt
Program Services$71,322ProgramServicesAmt
Management And General$2,898ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$72,085TotalAmt
Program Services$70,177ProgramServicesAmt
Management And General$1,908ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$76,258TotalAmt
Program Services$72,605ProgramServicesAmt
Management And General$3,653ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,525TotalAmt
Management And General$10,525ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,570TotalAmt
Management And General$25,570ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$191,589TotalAmt
Program Services$178,570ProgramServicesAmt
Management And General$13,019ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,417TotalAmt
Program Services$25,301ProgramServicesAmt
Management And General$4,116ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$108,007TotalAmt
Program Services$94,846ProgramServicesAmt
Management And General$13,161ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$171,486TotalAmt
Program Services$153,256ProgramServicesAmt
Management And General$18,230ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$263,263TotalAmt
Program Services$263,263ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,882TotalAmt
Management And General$2,882ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MATERIALS AND SUPPLIES$41,111$22,614$18,497
MISCELLANEOUS$9,888$710$9,178
COPYING AND PRINTING$6,148$6,148
EQUIPMENT$4,182$4,182

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,198,808TotalAmt
Program Services$1,860,882ProgramServicesAmt
Management And General$337,926ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$221,992BOYAmt
EOY$1,727,208EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,338,023BOYAmt
EOY$3,087,582EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,500BOYAmt
EOY$902,883EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$28,182EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$25,948EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,597,515BOYAmt
EOY$5,771,803EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$131,932BOYAmt
EOY$136,716EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$131,932BOYAmt
EOY$136,716EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,200,518BOYAmt
EOY$2,127,861EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,265,065BOYAmt
EOY$3,507,226EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,465,583BOYAmt
EOY$5,635,087EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,597,515BOYAmt
EOY$5,771,803EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,169,504ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,440,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,540,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,654,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,351,828CurrentTaxYearMinus1YearAmt
Current Tax Year$4,306,875CurrentTaxYearAmt
Total$13,293,929TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,440,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,540,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,654,187CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,351,828CurrentTaxYearMinus1YearAmt
Current Tax Year$4,306,875CurrentTaxYearAmt
Total$13,293,929TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,245,638SubstantialContributorsTotAmt
Public Support Total170$4,048,291PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,530CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,943CurrentTaxYearMinus1YearAmt
Current Tax Year$34,273CurrentTaxYearAmt
Total$108,752TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$13,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$360CurrentTaxYearMinus1YearAmt
Current Tax Year$1,281CurrentTaxYearAmt
Total$15,341TotalAmt
FieldValueIRS element (for citing)
Total Support$13,418,022TotalSupportAmt
Gross Receipts Rltd Activities$25,883GrossReceiptsRltdActivitiesAmt
Public Support CY1700.30170PublicSupportCY170Pct
Public Support PY1700.23320PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCE TEST:FormAndLineReferenceDesc
ExplanationTHE HIGH DEGREE OF PUBLIC SUPPORT, WHILE NOT MEETING THE ONE-THIRD TEST WHICH AUTOMATICALLY GRANTS PUBLIC SUPPORT, IS SUFFICIENT TO SHOW PUBLIC SUPPORT WHEN COMBINED WITH THE FACTS AND CIRCUMSTANCES DESCRIBED HEREIN. THE GOVERNING BODY OF THE HUNT INSTITUTE IS REPRESENTATIVE OF THE BROAD INTEREST OF THE PUBLIC AS INDICATED BY THE MAKEUP OF THE BOARD OF DIRECTORS DURING THE FIVE-YEAR PERIOD. THEIR REPRESENTATIVE PROFESSIONS INCLUDE SENIOR POSITIONS IN THE AREA OF BUSINESS, EDUCATION, GOVERNMENT, LAW, MEDICINE, AND PHILANTHROPY. IN ADDITON, THE BOARD OF DIRECTORS HAS SEVERAL FORMER PUBLIC OFFICIALS SUCH AS ITS FOUNDER, GOVERNOR JAMES B. HUNT, JR., GOVERNOR ROY BARNES, GOVERNOR DON CARCIERI, AND GOVERNOR MITCH DANIELS. ALSO, AS PREVIOUSLY INDICATED, THE PROGRAMS OF THE HUNT INSTITUTE ARE AVAILABLE TO THE PUBLIC IN GENERAL AND TO PUBLIC OFFICALS, AND PUBLIC POLICY LEADERS, SPECIFICALLY. THE HUNT INSTITUTE RECEIVES VARIOUS GRANTS FROM PUBLIC CHARITIES THAT REQUIRE REPORTING THAT PROMOTE THE ACCOUNTABILITY OF THE EXPENDITURE OF FUNDS. FOR THESE REASONS, THE HUNT INSTITUTE QUALIFIES AS A PUBLICALLY SUPPORTED CHARITY UNDER IRC SECTION 170(B)(1)(A)(V1) (AS A PUBLICALLY SUPPORTED ORGANIZATION).ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,368,312TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,368,312RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,368,312TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,198,808TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,198,808ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,198,808TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2018 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAVAID SIDDIQI PHD
PRESIDENT & CEO$241,145$0$0$0$0$0$21,691$0$1,663$0$264,499$0$0$0
APRIL WHITE HENDERSON
FORMER ASSOC EXECUTIVE DIRECTOR & CH$198,209$0$0$0$0$0$12,033$0$13,902$0$224,144$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 4aFormAndLineReferenceDesc
ExplanationAPRIL WHITE HENDERSON $76,089 (THIS AMOUNT INCLUDES SEVERANCE SALARY, ACCRUED SICK AND VACATION TIME)ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4aMYFUTURENC BLOG SERIES THE HUNT INSTITUTE ALSO PARTNERED WITH THE MYFUTURENC COMMISSION TO OVERSEE A CO-BRANDED BLOG SERIES OUTLINING THE EFFORTS OF THE COMMISSION AND STATE LEADERS.THE BLOG HAS BEEN EXTENDED AND IS SCHEDULED TO RUN UNTIL FEBRUARY 2019 WHEN THE COMMISSION RELEASES ITS FINAL RECOMMENDATIONS. THE BLOG BEGAN IN FEBRUARY 2018 AND HAS SINCE FEATURED A RANGE OF STATE AND NATIONAL LEADERS, INCLUDING MIKE KRAUSE, EXECUTIVE DIRECTOR, TENNESSEE HIGHER EDUCATION COMMISSION, GOVERNOR BOB MCDONNELL, FORMER GOVERNOR OF THE COMMONWEALTH OF VIRGINIA, AND DR. REBECCA TIPPETT, DIRECTOR, CAROLINA DEMOGRAPHY, UNC-CHAPEL HILL, AMONG OTHERS. PUBLICATIONS: THE HUNT INSTITUTE RELEASED A NUMBER OF PUBLICATIONS DURING THE FISCAL YEAR SUCH AS: * STATE BY STATE: THE EARLY CHILDHOOD LANDSCAPE (NATIONAL SET OF STATE DATA BRIEFINGS) (HTTP://WWW.HUNT-INSTITUTE.ORG/STATE-BY-STATE-EARLY-CHILDHOOD- LANDSCAPE/) * DID YOU KNOW? OPPORTUNITY CULTURE IN NC (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/11/OPPORTUNITY-CULTURE- CAREER-LADDER-MODEL-TEACHERS/) * DID YOU KNOW? NC CHARTER POLICY RANKED 14TH NATIONALLY (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/11/NORTH-CAROLINA- CHARTER-SCHOOL-POLICY-RANKS-14TH-NATIONAL-COMPARISON/) * A POLICYMAKER'S GUIDE TO UNDERSTANDING YOUR STATE'S ESSA PLAN (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2018/03/POLICYMAKERS-GUIDE- UNDERSTANDING-STATES-ESSA-PLAN-REVIEWS/) * ESSA: EDUCATOR POLICIES & THE EVERY STUDENT SUCCEEDS ACT (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/10/ESSA-EDUCATOR- POLICIES-EVERY-STUDENT-SUCCEEDS-ACT/) * ASSESSMENTS & THE EVERY STUDENT SUCCEEDS ACT (HTTP://WWW.HUNT-INSTITUTE.ORG/RESOURCES/2017/06/ASSESSMENTS-EVERY- STUDENT-SUCCEEDS-ACT/) * REACHING A POSTSECONADRY ATTAINMENT GOAL: A MULTISTATE OVERVIEW (HTTPS://WWW.MYFUTURENC.ORG/WP-CONTENT/UPLOADS/2018/06/INFOBRIEF- EDATTAIN-SIMS.PDF)
Form 990, Part VI, Section B, line 11bA 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. THE BOARD WAS GIVEN ONE WEEK TO REVIEW AND RESPOND WITH ANY QUESTIONS OR CONCERNS REGARDING THE DRAFT. AFTER ONE WEEK, WHEN NO CONCERNS WERE SHARED THE FORM 990 WAS FILED.
Form 990, Part VI, Section B, line 12cCOMPLIANCE ISSUES ARE DISCUSSED AT THE SPRING EXECUTIVE COMMITTEE MEETING COVERING DIRECTORS' LIABILITY ISSUES. IN ADDITION, KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS WHICH WOULD DOCUMENT ANY POTENTIAL CONFLICTS.
Form 990, Part VI, Section B, line 15PERSONNEL 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 19FORM 990 IS AVAILABLE UPON REQUEST.
Form 990, Part XII, Line 2c:THE INSTITUTE HAS AN AUDIT COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS, THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.