CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC (EIN 52-1501082)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-12
- IRS object ID
- 201912249349301106
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-12T09:13:34-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521501082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR STRATEGIC AND INTERNATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | STUDIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 2028870200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WILSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2028870200 | PhoneNum |
| Signature | 2019-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-09 | IPDt |
| IP Tm | 14:07:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN J HAMRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,048,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | A PUBLIC POLICY RESEARCH INSTITUTION DEDICATED TO ANALYSIS AND POLICY IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 501 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $38,446 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,793,209 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,290,620 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,578,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,064,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,042 | PYInvestmentIncomeAmt |
| CY Investment Income | -$21,079 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,118 | PYOtherRevenueAmt |
| CY Other Revenue | $101,822 | CYOtherRevenueAmt |
| PY Total Revenue | $50,601,140 | PYTotalRevenueAmt |
| CY Total Revenue | $45,436,285 | 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 | $25,729,145 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,910,285 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,109,478 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,603,452 | PYOtherExpensesAmt |
| CY Other Expenses | $18,931,184 | CYOtherExpensesAmt |
| PY Total Expenses | $46,332,597 | PYTotalExpensesAmt |
| CY Total Expenses | $45,841,469 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,268,543 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$405,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $189,042,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,214,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,459,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,248,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $143,583,207 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,965,801 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS) IS A BIPARTISAN NONPROFIT POLICY RESEARCH ORGANIZATION DEDICATED TO PROVIDING STRATEGIC INSIGHTS AND POLICY SOLUTIONS TO HELP DECISIONMAKERS CHART A COURSE TOWARDS A BETTER WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,782,972 | ExpenseAmt |
| Desc | THE CSIS INTERNATIONAL SECURITY PROGRAM (ISP) IS A CONSTANT SOURCE OF RELIABLE ANALYSIS ON THE THREATS AND OPPORTUNITIES SHAPING U.S. SECURITY INTERESTS AT HOME AND ABROAD.ISP TACKLES ONE OF THE MOST ROBUST AND AMBITIOUS RESEARCH AGENDAS IN THE FIELD. IT COVERS CONVENTIONAL POLITICAL-MILITARY ISSUES, INCLUDING DEFENSE STRATEGY AND POLICY, ACQUISITION AND INDUSTRY, COUNTERTERRORISM AND HOMELAND SECURITY, U.S. NUCLEAR POLICY, WMD PROLIFERATION, DEFENSE BUDGET ANALYSIS, MISSILE DEFENSE, STRATEGIC FUTURES, AND SECURITY COOPERATION. ISP IS ALSO COMMITTED TO ADDRESSING A GROWING RANGE OF NONMILITARY ISSUES DEFINING U.S. FOREIGN AND SECURITY POLICY.NONPARTISAN/BIPARTISAN ANALYSIS OF THE ONGOING DEFENSE AND SECURITY CHALLENGES FACING THE NATION PROVIDES CONGRESS, THE EXECUTIVE BRANCH, AND INDUSTRY THE INFORMATION NEEDED TO MAKE TOUGH DECISIONS. ISP ASSEMBLES TOP-LEVEL LEADERS AND PROVIDES THE PLATFORM FOR THEM TO DEFINE CRITICAL ISSUES AND EXPLAIN THE IMPACT NATIONALLY AND GLOBALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,454,752 | ExpenseAmt |
| Revenue | $1,180,986 | RevenueAmt |
| Desc | PACIFIC FORUM: THE PACIFIC FORUM CSIS WAS A DIVISION OF CSIS, BASED IN HONOLULU, FOCUSED ON FOREIGN POLICY RESEARCH ON ASIA-PACIFIC REGIONAL ISSUES AND DISSEMINATING RESEARCH FINDINGS AND RECOMMENDATIONS TO GLOBAL LEADERS, GOVERNMENTS, AND THE PUBLIC THROUGHOUT THE REGION. PACIFIC FORUM CSIS FORMALLY SEPARATED FROM CSIS ON SEPTEMBER 30, 2018 TO FORM ITS OWN 501C3 TAX-EXEMPT LEGAL ENTITY, PACIFIC FORUM INTERNATIONAL INC., WHICH IS SEPARATE AND DISTINCT FROM CSIS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,218,823 | ExpenseAmt |
| Desc | CSIS' GLOBAL HEALTH POLICY CENTER (GHPC) IS A LEADING POLICY RESEARCH INSTITUTION FOCUSED ON BUILDING BIPARTISAN AWARENESS ABOUT GLOBAL HEALTH AND ITS IMPORTANCE TO U.S. NATIONAL SECURITY.THE GLOBAL HEALTH POLICY CENTER'S GOAL IS TO WORK WITH DIVERSE STAKEHOLDERS TO MAKE U.S. GLOBAL HEALTH EFFORTS MORE STRATEGIC, INTEGRATED, AND SUSTAINABLE OVER THE LONG-TERM. THE CENTER HAS PLAYED A KEY ROLE IN SHAPING SUCCESSFUL U.S. GLOBAL HEALTH EFFORTS OVER THE LAST DECADE BY WORKING DIRECTLY WITH POLICYMAKERS, PARTNERING WITH DEVELOPING COUNTRY EXPERTS, AND CONVENING INFLUENTIAL, HIGH-LEVEL WORKING GROUPS LIKE THE HIV/AIDS TASK FORCE AND THE COMMISSION ON SMART GLOBAL HEALTH POLICY. ACROSS THE ENTIRE SPECTRUM OF THE CENTER'S WORK, THERE IS A COMMON GOAL OF GENERATING NEW CONTENT AND ANALYSES IN A BIPARTISAN FASHION TO SHAPE U.S. POLICY APPROACHES ON GLOBAL HEALTH. THE CENTER CONDUCTS ONGOING RESEARCH ON MULTIPLE FACETS OF U.S. GLOBAL HEALTH POLICY AND BRINGS POLICYMAKERS TO CSIS FOR IN-DEPTH DISCUSSIONS ON GLOBAL HEALTH ENGAGEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,582,596 | ExpenseAmt |
| Revenue | $3,883,936 | RevenueAmt |
| Desc | OTHER PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $20,582,596 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,883,936 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $33,039,143 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 193 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 501 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028870200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 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 |
|---|---|---|---|---|---|---|---|
| THOMAS J PRITZKER | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L ARMITAGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDAN BECHTEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERSKINE BOWLES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E BROCK | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD BROWN | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE M COBB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S COHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M DALEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREAS DRACOPOULOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY F DRUCKENMILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN FAIRBANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL P GALVIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELENE D GAYLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE R GREENBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HAMMERGREN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA W HART | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN W HEINEMAN JR | |||||||
| TRUSTEE AND DISTINGUISHED | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN B HESS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA A HILLS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY L HUNT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L JONES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T KEEVAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KHOSRAVI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD KIRK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY A KISSINGER | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $25,408 | $0 | $13,146 | ||
| KENNETH G LANGONE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD B MARRON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W JAMES MCNERNEY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM NUNN | |||||||
| CHAIRMAN EMERITUS & CO-CHA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH S NYE JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEON PANETTA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM K REILLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES A SANDERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB SCHIEFFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES F TOWNSEND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON D TROTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROMESH WADHWANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J HAMRE | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $376,307 | $0 | $27,000 | Yes (X) | |
| MICHELLE KEEGAN | |||||||
| SR. VP - DEVELOPMENT | 40.00 | $212,174 | $0 | $24,892 | Yes (X) | ||
| LISA WILSON | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $205,850 | $0 | $26,103 | Yes (X) | ||
| JOHN MORRISON | |||||||
| SR. VP AND DIR. | 40.00 | $267,729 | $0 | $37,783 | Yes (X) | ||
| JAMES LEWIS | |||||||
| SR. VP AND DIR. | 40.00 | $182,040 | $0 | $25,558 | Yes (X) | ||
| FRANK VERRASTRO | |||||||
| SR. VP | 40.00 | $116,710 | $0 | $26,495 | Yes (X) | ||
| H ANDREW SCHWARTZ | |||||||
| SR. VP- EXTERNAL RELATIONS | 40.00 | $231,798 | $0 | $26,532 | Yes (X) | ||
| SADAF SALIM SHIRAZI | |||||||
| VP | 40.00 | $78,635 | $0 | $9,028 | Yes (X) | ||
| NAHMYO THOMAS | |||||||
| VP | 40.00 | $96,614 | $0 | $11,168 | Yes (X) | ||
| SARAH LADISLAW | |||||||
| VP | 40.00 | $188,979 | $0 | $25,954 | Yes (X) | ||
| DANIEL RUNDE | |||||||
| SR. VP | 40.00 | $174,735 | $0 | $31,733 | Yes (X) | ||
| MICHAEL J GREEN | |||||||
| SR. VP | 40.00 | $221,107 | $0 | $23,731 | Yes (X) | ||
| CRAIG COHEN | |||||||
| EXECUTIVE VP | 40.00 | $255,761 | $0 | $33,531 | Yes (X) | ||
| IAN GOTTESMAN | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $147,787 | $0 | $19,152 | Yes (X) | ||
| MARY BETH WHYEL | |||||||
| VP - OPERATIONS STRATEGIC | 40.00 | $117,173 | $0 | $13,224 | Yes (X) | ||
| KAREN WONG | |||||||
| SR. VP - MEMBERSHIP GROUPS | 40.00 | $181,951 | $0 | $21,889 | Yes (X) | ||
| KATHLEEN HICKS | |||||||
| SR VP AND DIR | 40.00 | $224,270 | $0 | $34,554 | Yes (X) | ||
| JOSIANE GABEL | |||||||
| VP | 40.00 | $114,023 | $0 | $13,084 | Yes (X) | ||
| HEATHER CONLEY | |||||||
| SR. VP | 40.00 | $189,335 | $0 | $22,103 | Yes (X) | ||
| JON B ALTERMAN | |||||||
| SR. VP | 40.00 | $195,869 | $0 | $23,708 | Yes (X) | ||
| LOUIS LAUTER | |||||||
| SR. VP | 40.00 | $133,827 | $0 | $14,783 | Yes (X) | ||
| MATTHEW GOODMAN | |||||||
| SR. VP | 40.00 | $199,996 | $0 | $32,752 | Yes (X) | ||
| ANDREW SHEARER | |||||||
| DIRECTOR | 40.00 | $219,500 | $0 | $1,837 | Yes (X) | ||
| TODD HARRISON | |||||||
| CHAIRHOLDER & PROGRAM DIRECTOR | 40.00 | $202,795 | $0 | $8,016 | Yes (X) | ||
| CHRISTOPHER JOHNSON | |||||||
| SENIOR FELLOW | 40.00 | $193,814 | $0 | $29,325 | Yes (X) | ||
| VICTOR CHA | |||||||
| DIRECTOR | 40.00 | $198,698 | $0 | $20,487 | Yes (X) | ||
| RICHARD ROSSOW | |||||||
| DIRECTOR | 40.00 | $190,658 | $0 | $24,195 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,143,543 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $621,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 65 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COS EVENTS MANAGEMENT LLC | |||||
| PO BOX 239 | ROCKVILLE | MD | 20848 | CATERING | $256,592 |
| JANET FLEISHMAN | |||||
| 7111 CEDAR AVE | TAKOMA PARK | MD | 20912 | CONSULTING | $146,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,875,598 | GovernmentGrantsAmt |
| All Other Contributions | $37,415,022 | AllOtherContributionsAmt |
| Noncash Contributions | $5,698,760 | NoncashContributionsAmt |
| Total Contributions | $40,290,620 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER CONTRACT INCOME | 900099 | $2,734,242 | $2,734,242 |
| CONTRACTS-GOV'T AGENCY | 900099 | $2,159,218 | $2,159,218 |
| CONFERENCE | 900099 | $169,662 | $169,662 |
| OTHER PROGRAM SERVICE | 900099 | $1,800 | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,064,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,308 | TotalRevenueColumnAmt |
| Exclusion | $4,308 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,086 | TotalRevenueColumnAmt |
| Exclusion | $31,086 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $394,984 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $387,886 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,098 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,098 | TotalRevenueColumnAmt |
| Exclusion | $7,098 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,198,983 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,224,370 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25,387 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,387 | TotalRevenueColumnAmt |
| Exclusion | -$25,387 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING | 812930 | $38,446 | $38,446 | |
| OTHER REVENUE | 900099 | $25,192 | $25,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63,638 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,436,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,064,922 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,446 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,675,982 | TotalAmt |
| Program Services | $3,291,764 | ProgramServicesAmt |
| Management And General | $1,062,787 | ManagementAndGeneralAmt |
| Fundraising | $321,431 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,350,710 | TotalAmt |
| Program Services | $12,839,838 | ProgramServicesAmt |
| Management And General | $4,252,193 | ManagementAndGeneralAmt |
| Fundraising | $1,258,679 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,138 | TotalAmt |
| Program Services | $682,382 | ProgramServicesAmt |
| Management And General | $175,206 | ManagementAndGeneralAmt |
| Fundraising | $64,550 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,711 | TotalAmt |
| Program Services | $1,043,253 | ProgramServicesAmt |
| Management And General | $291,632 | ManagementAndGeneralAmt |
| Fundraising | $99,826 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526,744 | TotalAmt |
| Program Services | $1,129,791 | ProgramServicesAmt |
| Management And General | $290,081 | ManagementAndGeneralAmt |
| Fundraising | $106,872 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,578 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
| Management And General | $107,578 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,485 | TotalAmt |
| Management And General | $380,485 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,634,686 | TotalAmt |
| Program Services | $5,044,355 | ProgramServicesAmt |
| Management And General | $1,368,383 | ManagementAndGeneralAmt |
| Fundraising | $221,948 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,571 | TotalAmt |
| Program Services | $344,385 | ProgramServicesAmt |
| Management And General | $224,295 | ManagementAndGeneralAmt |
| Fundraising | $36,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,662 | TotalAmt |
| Program Services | $359,818 | ProgramServicesAmt |
| Management And General | $192,764 | ManagementAndGeneralAmt |
| Fundraising | $19,080 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884,706 | TotalAmt |
| Program Services | $1,319,294 | ProgramServicesAmt |
| Management And General | $358,094 | ManagementAndGeneralAmt |
| Fundraising | $207,318 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180,525 | TotalAmt |
| Program Services | $3,060,883 | ProgramServicesAmt |
| Management And General | $35,378 | ManagementAndGeneralAmt |
| Fundraising | $84,264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,814,658 | TotalAmt |
| Program Services | $1,414,946 | ProgramServicesAmt |
| Management And General | $52,584 | ManagementAndGeneralAmt |
| Fundraising | $347,128 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,689 | TotalAmt |
| Program Services | $764,882 | ProgramServicesAmt |
| Management And General | $207,611 | ManagementAndGeneralAmt |
| Fundraising | $120,196 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,550,901 | TotalAmt |
| Program Services | $1,366,880 | ProgramServicesAmt |
| Management And General | $969,354 | ManagementAndGeneralAmt |
| Fundraising | $214,667 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $440,402 | $321,465 | $112,309 | $6,628 |
| BAD DEBT EXPENSE | $48,207 | $48,207 | ||
| SUBLEASE EXP. REPORTED | -$387,886 | -$387,886 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,841,469 | TotalAmt |
| Program Services | $33,039,143 | ProgramServicesAmt |
| Management And General | $9,692,848 | ManagementAndGeneralAmt |
| Fundraising | $3,109,478 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059 | BOYAmt |
| EOY | $2,059 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,723,709 | BOYAmt |
| EOY | $5,388,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,203,304 | BOYAmt |
| EOY | $18,032,634 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,818,429 | BOYAmt |
| EOY | $5,068,764 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,901 | BOYAmt |
| EOY | $462,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $108,328,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,204,208 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,861,756 | BOYAmt |
| EOY | $95,124,491 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,590 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,828,950 | BOYAmt |
| EOY | $58,124,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,916 | BOYAmt |
| EOY | $11,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,042,614 | BOYAmt |
| EOY | $182,214,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,739 | BOYAmt |
| EOY | $3,229,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,998 | BOYAmt |
| EOY | $806,446 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,013,672 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,814,998 | BOYAmt |
| EOY | $45,114,021 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $98,999 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,459,407 | BOYAmt |
| EOY | $49,248,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,904,818 | BOYAmt |
| EOY | $74,376,732 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,745,184 | BOYAmt |
| EOY | $33,455,864 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,933,205 | BOYAmt |
| EOY | $25,133,205 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,583,207 | BOYAmt |
| EOY | $132,965,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,042,614 | BOYAmt |
| EOY | $182,214,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$405,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,219,997 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,432,219 | 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 | $32,802,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,796,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,076,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,793,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,290,620 | CurrentTaxYearAmt |
| Total | $230,759,399 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,802,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,796,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,076,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,793,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,290,620 | CurrentTaxYearAmt |
| Total | $230,759,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,591,656 | SubstantialContributorsTotAmt |
| Public Support Total170 | $224,167,743 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,506,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,488,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $430,378 | CurrentTaxYearAmt |
| Total | $4,528,692 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,192 | CurrentTaxYearAmt |
| Total | $295,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,583,742 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,487,768 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME FROM EXEMPT ACTIVITIES - 2013 AMOUNT: $ 43,412. 2014 AMOUNT: $ 98,610. 2015 AMOUNT: $ 37,795. 2016 AMOUNT: $ 90,642. 2017 AMOUNT: $ 25,192. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,826,541 | BeginningYearBalanceAmt |
| Contributions | $2,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,202,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $821,083 | OtherExpendituresAmt |
| End Year Balance | $26,408,205 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,574,504 | BeginningYearBalanceAmt |
| Contributions | $1,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $963,325 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $911,288 | OtherExpendituresAmt |
| End Year Balance | $23,826,541 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,552,632 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $415,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $393,264 | OtherExpendituresAmt |
| End Year Balance | $22,574,504 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,466,199 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $304,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $217,914 | OtherExpendituresAmt |
| End Year Balance | $12,552,632 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,233,205 | BeginningYearBalanceAmt |
| Contributions | $3,875,735 | ContributionsAmt |
| Investment Earnings Or Losses | $689,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $332,421 | OtherExpendituresAmt |
| End Year Balance | $12,466,199 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95170 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,117,228 | OtherCostOrOtherBasisAmt |
| Book Value | $33,117,228 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,789,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,463,672 | DepreciationAmt |
| Book Value | $59,325,677 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,156,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,918,145 | DepreciationAmt |
| Book Value | $2,238,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,265,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $822,391 | DepreciationAmt |
| Book Value | $443,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,124,491 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL ENDOWMENT - STL | $3,224,707 | F |
| GLOBAL ENDOWMENT - FUND II | $54,754,368 | F |
| GLOBAL ENDOWMENT - LMF | $145,485 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $58,124,560 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $98,999 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,999 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,663,683 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,219,997 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $387,886 | OtherRevenueAmt |
| Revenue Not Reported | $3,607,883 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,055,800 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $380,485 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $380,485 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,436,285 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,848,870 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $387,886 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $387,886 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,460,984 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $380,485 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $380,485 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,841,469 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CSIS ENDOWMENT FUNDS ARE POOLED AND INVESTED IN A PROFESSIONALLY MANAGED COMINGLED FUND IN ORDER TO GENERATE EARNINGS AND APPRECIATION THAT WILL PROVIDE A PERPETUAL SOURCE OF INCOME TO SUPPORT CSIS'S PROGRAMMATIC ACTIVITIES. CSIS'S BOARD OF TRUSTEES APPROVES AN ANNUAL DRAW, IN ACCORDANCE WITH UPMIFA AS ENACTED IN THE DISTRICT OF COLUMBIA, TO SPEND ON OPERATIONS IN ACCORDANCE WITH DONOR STIPULATIONS WHERE APPLICABLE. THE FINANCE AND INVESTMENT COMMITTEE IS SPECIFICALLY CHARGED WITH OVERSEEING ALL CSIS'S INVESTMENTS, INCLUDING ITS PERFORMANCE AND INVESTMENT MANAGERS. |
| PART X, LINE 2: | CSIS IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND HAS BEEN DESIGNATED BY THE INTERNAL REVENUE SERVICE (IRS) AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. CSIS ENGAGES IN CERTAIN ACTIVITIES THAT PRODUCE UNRELATED BUSINESS INCOME, AS DEFINED BY FEDERAL INCOME TAX REGULATIONS. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEET, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. CSIS FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. AS OF SEPTEMBER 30, 2018, AND FOR THE YEAR THEN ENDED, THERE WERE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. GENERALLY, CSIS IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 387,886. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 387,886. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $638,738 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $123,765 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $85,404 |
| NORTH AMERICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $217,266 |
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $10,892 |
| SOUTH ASIA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $39,747 |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS'S PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $206,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,321,838 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,321,838 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | CSIS USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J HAMRE | ||||||||||||||
| PRESIDENT & CEO | $374,021 | $0 | $0 | $0 | $2,286 | $0 | $27,000 | $0 | $0 | $0 | $403,307 | $0 | $0 | $0 |
| MICHELLE KEEGAN | ||||||||||||||
| SR. VP - DEVELOPMENT | $211,744 | $0 | $0 | $0 | $430 | $0 | $21,512 | $0 | $3,380 | $0 | $237,066 | $0 | $0 | $0 |
| LISA WILSON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $195,656 | $0 | $10,000 | $0 | $194 | $0 | $20,160 | $0 | $5,943 | $0 | $231,953 | $0 | $0 | $0 |
| JOHN MORRISON | ||||||||||||||
| SR. VP AND DIR. | $256,495 | $0 | $10,000 | $0 | $1,234 | $0 | $26,753 | $0 | $11,030 | $0 | $305,512 | $0 | $0 | $0 |
| JAMES LEWIS | ||||||||||||||
| SR. VP AND DIR. | $180,852 | $0 | $0 | $0 | $1,188 | $0 | $18,764 | $0 | $6,794 | $0 | $207,598 | $0 | $0 | $0 |
| H ANDREW SCHWARTZ | ||||||||||||||
| SR. VP- EXTERNAL RELATIONS | $231,507 | $0 | $0 | $0 | $291 | $0 | $20,208 | $0 | $6,324 | $0 | $258,330 | $0 | $0 | $0 |
| SARAH LADISLAW | ||||||||||||||
| VP | $178,804 | $0 | $10,000 | $0 | $175 | $0 | $19,160 | $0 | $6,794 | $0 | $214,933 | $0 | $0 | $0 |
| DANIEL RUNDE | ||||||||||||||
| SR. VP | $174,735 | $0 | $0 | $0 | $0 | $0 | $19,160 | $0 | $12,573 | $0 | $206,468 | $0 | $0 | $0 |
| MICHAEL J GREEN | ||||||||||||||
| SR. VP | $220,333 | $0 | $0 | $0 | $774 | $0 | $22,188 | $0 | $1,543 | $0 | $244,838 | $0 | $0 | $0 |
| CRAIG COHEN | ||||||||||||||
| EXECUTIVE VP | $255,574 | $0 | $0 | $0 | $187 | $0 | $26,737 | $0 | $6,794 | $0 | $289,292 | $0 | $0 | $0 |
| IAN GOTTESMAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $147,607 | $0 | $0 | $0 | $180 | $0 | $15,616 | $0 | $3,536 | $0 | $166,939 | $0 | $0 | $0 |
| KAREN WONG | ||||||||||||||
| SR. VP - MEMBERSHIP GROUPS | $181,521 | $0 | $0 | $0 | $430 | $0 | $18,492 | $0 | $3,397 | $0 | $203,840 | $0 | $0 | $0 |
| KATHLEEN HICKS | ||||||||||||||
| SR VP AND DIR | $224,000 | $0 | $0 | $0 | $270 | $0 | $23,505 | $0 | $11,049 | $0 | $258,824 | $0 | $0 | $0 |
| HEATHER CONLEY | ||||||||||||||
| SR. VP | $189,065 | $0 | $0 | $0 | $270 | $0 | $19,197 | $0 | $2,906 | $0 | $211,438 | $0 | $0 | $0 |
| JON B ALTERMAN | ||||||||||||||
| SR. VP | $195,455 | $0 | $0 | $0 | $414 | $0 | $19,924 | $0 | $3,784 | $0 | $219,577 | $0 | $0 | $0 |
| MATTHEW GOODMAN | ||||||||||||||
| SR. VP | $189,222 | $0 | $10,000 | $0 | $774 | $0 | $20,179 | $0 | $12,573 | $0 | $232,748 | $0 | $0 | $0 |
| ANDREW SHEARER | ||||||||||||||
| DIRECTOR | $219,070 | $0 | $0 | $0 | $430 | $0 | $0 | $0 | $1,837 | $0 | $221,337 | $0 | $0 | $0 |
| TODD HARRISON | ||||||||||||||
| CHAIRHOLDER & PROGRAM DIRECTOR | $202,615 | $0 | $0 | $0 | $180 | $0 | $3,285 | $0 | $4,731 | $0 | $210,811 | $0 | $0 | $0 |
| CHRISTOPHER JOHNSON | ||||||||||||||
| SENIOR FELLOW | $193,544 | $0 | $0 | $0 | $270 | $0 | $20,268 | $0 | $9,057 | $0 | $223,139 | $0 | $0 | $0 |
| VICTOR CHA | ||||||||||||||
| DIRECTOR | $187,894 | $0 | $10,000 | $0 | $804 | $0 | $18,944 | $0 | $1,543 | $0 | $219,185 | $0 | $0 | $0 |
| RICHARD ROSSOW | ||||||||||||||
| DIRECTOR | $190,463 | $0 | $0 | $0 | $195 | $0 | $15,901 | $0 | $8,294 | $0 | $214,853 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 55143 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,698,760 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE MANAGEMENT TEAM. AFTER THE FORM 990 IS REVIEWED INTERNALLY BY MANAGEMENT, A FINAL DRAFT IS PROVIDED TO THE AUDIT & COMPLIANCE COMMITTEE THEN MADE AVAILABLE FOR REVIEW BY THE FULL BOARD OF TRUSTEES. AFTER A BRIEF PERIOD FOR REVIEW AND COMMENT PERIOD BY THE BOARD, THE FORM 990 IS THEN ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A COI OR AN OUTSIDE BUSINESS DISCLOSURE (OBD) STATEMENT UPON HIRE, WHENEVER SIGNIFICANT CHANGES OCCUR AND ANNUALLY, AT A TIME DESIGNATED BY CSIS MANAGEMENT. A THREE-PERSON CONFLICT OF INTEREST REVIEW PANEL DESIGNATED BY CSIS'S PRESIDENT & CEO REVIEWS ALL OBD STATEMENTS AT LEAST ANNUALLY OR WHENEVER UPDATES ARE SUBMITTED. THE COI REVIEW PANEL CONVENES WHENEVER NECESSARY TO DISCUSS POTENTIAL VIOLATIONS OF THIS POLICY OR TO HELP ADVISE STAFF ON COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT AND CEO AND OTHER CORPORATE OFFICERS IS REVIEWED ANNUALLY USING COMPARABLE, THINK TANK COMPENSATION SURVEY DATA AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 950,795. MANAGEMENT AND GENERAL EXPENSES 460,892. FUNDRAISING EXPENSES 161,900. TOTAL EXPENSES 1,573,587. CONSULTANT: PROGRAM SERVICE EXPENSES 4,093,560. MANAGEMENT AND GENERAL EXPENSES 907,491. FUNDRAISING EXPENSES 60,048. TOTAL EXPENSES 5,061,099. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO PACIFIC FORUM (82-4525112) -4,090,309. LOSS ON BOND DEBT REFINANCING -9,341,910. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |