FLORIDA INSTITUTE FOR HUMAN AND MACHINE COGNITION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA INSTITUTE FOR HUMAN AND MACHINE COGNITION (EIN 20-0760849)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-27
- IRS object ID
- 201843319349300719
- 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 | 2018-11-27T13:42:27-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592922169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saltmarsh Cleaveland & Gund | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 North 12th Avenue | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200760849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida Institute for Human | BusinessNameLine1Txt |
| Business Name Line2 | and Machine Cognition Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8502024462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz St | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325026008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Sheppard | PersonNm |
| Person Title | Executive Vice President/CLO | PersonTitleTxt |
| Phone | 8502024462 | PhoneNum |
| Signature | 2018-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Molly Murphy CPA | PreparerPersonNm |
| PTIN | P00985783 | PTIN |
| Phone | 8504358300 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.169.168.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-20 | IPDt |
| IP Tm | 12:07:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 016A357C5E0A698C859780C304DA9A3E61292B0F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBD0AAD96CA034578C0AAF7B325AFD93057F6BB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Ken Ford | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz St | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325026008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,697,948 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ihmc.us | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To provide information-technology research, education, scientific advancement, and economic development as it relates to the combination of human and machine cognition and artificial intelligence. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $53,770 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,657,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,248,294 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,235,658 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,094,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,443 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,175 | PYOtherRevenueAmt |
| CY Other Revenue | $234,911 | CYOtherRevenueAmt |
| PY Total Revenue | $18,943,276 | PYTotalRevenueAmt |
| CY Total Revenue | $19,580,413 | 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 | $11,508,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,306,226 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,877 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,203,432 | PYOtherExpensesAmt |
| CY Other Expenses | $5,997,295 | CYOtherExpensesAmt |
| PY Total Expenses | $16,711,818 | PYTotalExpensesAmt |
| CY Total Expenses | $18,303,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,231,458 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,276,892 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,293,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,487,959 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,897,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,815,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,396,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,672,948 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide information-technology research, education, scientific advancement, and economic development as it relates to the combination of human and machine cognition and artificial intelligence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,273,000 | ExpenseAmt |
| Revenue | $7,094,765 | RevenueAmt |
| Desc | Information-technology research, education, scientific advancement, and economic development | Desc |
| Total Program Service Expenses | $15,273,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 155 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronnie Armstrong | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502024462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 S Alcaniz Street | AddressLine1Txt |
| City | Pensacola | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ron Ewers | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bill Dalton | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Richard Baker | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol Carlan | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eugene Franklin | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hal Hudson | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Mills | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Nickelsen | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J Mort O'Sullivan | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alain Rappaport | ||||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jim Reeves | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ray Russenberger | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Martha Saunders | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gordon Spargue | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Glenn Sturm | ||||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronnie Armstrong | ||||||||
| CFO | 40.00 | $135,555 | $0 | $16,578 | Yes (X) | |||
| Ken Ford | ||||||||
| CEO | 40.00 | $505,327 | $0 | $42,288 | Yes (X) | |||
| Julie Sheppard | ||||||||
| Executive Vice President/Chief Legal Officer | 40.00 | $241,160 | $0 | $36,450 | Yes (X) | |||
| Sharon Heise | ||||||||
| Associate Director | 40.00 | $223,415 | $0 | $33,747 | Yes (X) | |||
| James Allen | ||||||||
| Senior Research Scientist | 40.00 | $304,926 | $0 | $31,644 | Yes (X) | |||
| Alberto Canas | ||||||||
| Senior Research Scientist | 40.00 | $232,284 | $0 | $38,797 | Yes (X) | |||
| Bonnie Dorr | ||||||||
| Senior Research Scientist | 40.00 | $301,210 | $0 | $31,622 | Yes (X) | |||
| Pamella Dana | ||||||||
| Chief External Affairs Officer | 40.00 | $254,089 | $0 | $37,119 | Yes (X) | |||
| Butler Hine | ||||||||
| Senior Research Scientist | 40.00 | $224,232 | $0 | $26,549 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,422,198 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $294,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University of Rochester | |||||
| 500 Joseph C Wilson Blvd | Rochester | NY | 14627 | Subcontract | $237,937 |
| Quantum Applied Science & Research | |||||
| 5754 Pacific Center Blvd 203b | San Diego | CA | 92121 | Subcontract | $214,771 |
| University of Florida | |||||
| 201 Criser Hall | Gainesville | FL | 32611 | Subcontract | $183,144 |
| MacroCognition | |||||
| 3601 Connecticut Ave NW 110 | Washington | DC | 20008 | Subcontract | $153,183 |
| University at Albany | |||||
| 1400 Washington Ave | Albany | NY | 12222 | Subcontract | $117,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,583,788 | GovernmentGrantsAmt |
| All Other Contributions | $1,664,506 | AllOtherContributionsAmt |
| Noncash Contributions | $1,117,535 | NoncashContributionsAmt |
| Total Contributions | $12,248,294 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract Revenue | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $7,094,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,094,765 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,094,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,237 | TotalRevenueColumnAmt |
| Exclusion | $2,237 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,117,741 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,117,535 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206 | TotalRevenueColumnAmt |
| Exclusion | $206 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Registration fees | 541700 | $170,466 | $170,466 | |
| Miscellaneous Income | 900099 | $64,445 | $10,675 | $53,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $234,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,580,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,094,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,770 | UnrelatedBusinessRevenueAmt |
| Exclusion | $183,584 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,906,372 | TotalAmt |
| Program Services | $6,907,837 | ProgramServicesAmt |
| Management And General | $2,953,657 | ManagementAndGeneralAmt |
| Fundraising | $44,878 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,514 | TotalAmt |
| Program Services | $680,411 | ProgramServicesAmt |
| Management And General | $286,525 | ManagementAndGeneralAmt |
| Fundraising | $4,578 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,818 | TotalAmt |
| Program Services | $580,067 | ProgramServicesAmt |
| Management And General | $202,278 | ManagementAndGeneralAmt |
| Fundraising | $5,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,522 | TotalAmt |
| Program Services | $450,795 | ProgramServicesAmt |
| Management And General | $186,220 | ManagementAndGeneralAmt |
| Fundraising | $3,507 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,222 | TotalAmt |
| Management And General | $117,222 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,710 | TotalAmt |
| Management And General | $51,710 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,599 | TotalAmt |
| Management And General | $153,913 | ManagementAndGeneralAmt |
| Fundraising | $2,686 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,669 | TotalAmt |
| Program Services | $128,797 | ProgramServicesAmt |
| Management And General | $241,872 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406 | TotalAmt |
| Program Services | $28 | ProgramServicesAmt |
| Management And General | $1,378 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,326 | TotalAmt |
| Program Services | $276,006 | ProgramServicesAmt |
| Management And General | $303,900 | ManagementAndGeneralAmt |
| Fundraising | $3,420 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,357 | TotalAmt |
| Program Services | $26,428 | ProgramServicesAmt |
| Management And General | $505,929 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,405 | TotalAmt |
| Program Services | $526,478 | ProgramServicesAmt |
| Management And General | $132,927 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,302 | TotalAmt |
| Program Services | $3,302 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,498 | TotalAmt |
| Management And General | $391,498 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,886 | TotalAmt |
| Management And General | $868,886 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,503 | TotalAmt |
| Management And General | $208,503 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subcontract | $1,496,080 | $1,496,080 | ||
| Dynamic Walking Confere | $177,176 | $177,176 | ||
| Meals and Entertainment | $88,473 | $66,347 | $19,756 | $2,370 |
| Overhead Allocation | $0 | $3,873,678 | -$3,873,678 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,683 | TotalAmt |
| Program Services | $79,570 | ProgramServicesAmt |
| Management And General | $211,148 | ManagementAndGeneralAmt |
| Fundraising | -$35 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,303,521 | TotalAmt |
| Program Services | $15,273,000 | ProgramServicesAmt |
| Management And General | $2,963,644 | ManagementAndGeneralAmt |
| Fundraising | $66,877 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,259,632 | BOYAmt |
| EOY | $2,915,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,657,896 | BOYAmt |
| EOY | $2,888,372 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,912 | BOYAmt |
| EOY | $1,380,943 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,960 | BOYAmt |
| EOY | $1,719,084 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,186 | BOYAmt |
| EOY | $89,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,623,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,142,272 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,902,170 | BOYAmt |
| EOY | $18,481,425 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,196 | BOYAmt |
| EOY | $12,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,293,952 | BOYAmt |
| EOY | $27,487,959 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,775 | BOYAmt |
| EOY | $1,582,417 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,283 | BOYAmt |
| EOY | $43,802 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,924,838 | BOYAmt |
| EOY | $11,188,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,897,896 | BOYAmt |
| EOY | $12,815,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,150,609 | BOYAmt |
| EOY | $14,337,171 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,447 | BOYAmt |
| EOY | $335,777 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,396,056 | BOYAmt |
| EOY | $14,672,948 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,293,952 | BOYAmt |
| EOY | $27,487,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,276,892 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | $3,373,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,629,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,772,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,777,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,519,892 | CurrentTaxYearAmt |
| Total | $24,072,645 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,373,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,629,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,772,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,777,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,519,892 | CurrentTaxYearAmt |
| Total | $24,072,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,072,645 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,237 | CurrentTaxYearAmt |
| Total | $39,503 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,911 | CurrentTaxYearAmt |
| Total | $309,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,421,805 | TotalSupportAmt |
| Public Support CY170 | 0.98570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $153,913 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $153,913 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Institution engages a public relations firm in the Washington, DC area to keep it advised of initiatives and activities related to scientific research and other educational initiatives. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,316,994 | OtherCostOrOtherBasisAmt |
| Book Value | $3,316,994 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,439,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,675,148 | DepreciationAmt |
| Book Value | $13,764,572 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,948,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,167,938 | DepreciationAmt |
| Book Value | $780,648 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,918,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,299,186 | DepreciationAmt |
| Book Value | $619,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,481,425 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $19,580,413 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,580,413 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,580,413 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,303,521 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,303,521 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,303,521 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronnie Armstrong | ||||||||||||||
| CFO | $135,555 | $0 | $0 | $0 | $0 | $0 | $15,110 | $0 | $1,468 | $0 | $152,133 | $0 | $0 | $0 |
| Ken Ford | ||||||||||||||
| CEO | $386,933 | $0 | $118,394 | $0 | $0 | $0 | $29,700 | $0 | $12,588 | $0 | $547,615 | $0 | $0 | $0 |
| Julie Sheppard | ||||||||||||||
| Executive Vice President/Chief Legal | $241,160 | $0 | $0 | $0 | $0 | $0 | $27,295 | $0 | $9,155 | $0 | $277,610 | $0 | $0 | $0 |
| Sharon Heise | ||||||||||||||
| Associate Director | $223,415 | $0 | $0 | $0 | $0 | $0 | $24,592 | $0 | $9,155 | $0 | $257,162 | $0 | $0 | $0 |
| James Allen | ||||||||||||||
| Senior Research Scientist | $304,926 | $0 | $0 | $0 | $0 | $0 | $29,700 | $0 | $1,944 | $0 | $336,570 | $0 | $0 | $0 |
| Alberto Canas | ||||||||||||||
| Senior Research Scientist | $232,284 | $0 | $0 | $0 | $0 | $0 | $26,197 | $0 | $12,600 | $0 | $271,081 | $0 | $0 | $0 |
| Bonnie Dorr | ||||||||||||||
| Senior Research Scientist | $301,210 | $0 | $0 | $0 | $0 | $0 | $29,700 | $0 | $1,922 | $0 | $332,832 | $0 | $0 | $0 |
| Pamella Dana | ||||||||||||||
| Chief External Affairs Officer | $254,089 | $0 | $0 | $0 | $0 | $0 | $27,952 | $0 | $9,167 | $0 | $291,208 | $0 | $0 | $0 |
| Butler Hine | ||||||||||||||
| Senior Research Scientist | $224,232 | $0 | $0 | $0 | $0 | $0 | $24,575 | $0 | $1,974 | $0 | $250,781 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9927 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,117,535 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The chairman of the audit/finance committee reviews the 990 before it is filed. |
| Form 990, Part VI, Section B, line 15a | The CEO's compensation is determined and approved by the Board of Directors. |
| Form 990, Part VI, Section C, line 18 | A copy of the organization's 990 is available in a PDF version or hardcopy upon request. |
| Form 990, Part VI, Section C, line 19 | The organization publishes its governing documents, conflict of interest policy and financial statements via its website. |
| Part XII, line 2c | The process has not changed from the prior year. |