KESSLER FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KESSLER FOUNDATION INC (EIN 31-1562134)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-23
- IRS object ID
- 201712969349300331
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-23T13:20:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SPRING STREET | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311562134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KESSLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RODGER DEROSE | InCareOfNm |
| Business Name Control | KESS | BusinessNameControlTxt |
| Phone | 9733248364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EXECUTIVE DRIVE Suite 70 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE AMMONS | PersonNm |
| Person Title | SENIOR VP | PersonTitleTxt |
| Phone | 9733248364 | PhoneNum |
| Signature | 2017-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Mulroy | PreparerPersonNm |
| PTIN | P00024514 | PTIN |
| Phone | 7328281614 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.128.19.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220172965000034 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8E2F1EFD5883205B7B890A4BD3DDB6861353DB1A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD5ED6AA0529E12AD7996CF4234AF12226DC21A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RODGER DEROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EXECUTIVE DRIVE SUITE 70 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,653,107 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KESSLERFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH PHYSICAL DISABILITIES BY PREPARING THEM FOR THE WORKPLACE, AND CONDUCTING REHABILITATION RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,788,246 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,646,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $119,059 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,589 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,047,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,786,689 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,360 | PYOtherRevenueAmt |
| CY Other Revenue | $5,182 | CYOtherRevenueAmt |
| PY Total Revenue | $15,958,503 | PYTotalRevenueAmt |
| CY Total Revenue | $15,567,321 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,435,255 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,266,036 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,646,458 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,754,365 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $666,358 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,277,376 | PYOtherExpensesAmt |
| CY Other Expenses | $8,669,311 | CYOtherExpensesAmt |
| PY Total Expenses | $22,359,089 | PYTotalExpensesAmt |
| CY Total Expenses | $23,689,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,400,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,122,391 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $231,723,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,311,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,106,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,703,383 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $222,616,862 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $226,608,332 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KESSLER FOUNDATION, A PUBLIC CHARITY IN THE FIELD OF DISABILITY, IS A GLOBAL LEADER IN REHABILITATION RESEARCH THAT ADVANCES THE CARE OF PEOPLE WITH MULTIPLE SCLEROSIS, STROKE, INJURIES TO THE BRAIN AND SPINAL CORD, AND OTHER DISABLING CONDITIONS. KESSLER FOUNDATION IS ALSO A LEADER IN FUNDING INNOVATIVE PROGRAMS THAT EXPAND OPPORTUNITIES FOR JOB TRAINING AND EMPLOYMENT FOR PEOPLE WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Revenue | $128,589 | RevenueAmt |
| Desc | RESEARCH CENTER: Kessler Foundation researchers improve the quality of life for people with physical and cognitive disabilities through rehabilitation research in its six specialized laboratories under the leadership of noted research directors. The laboratories include Human Performance & Engineering Research, Neuropsychology & Neuroscience, Outcomes & Assessment Research, Spinal Cord Injury Research, Stroke Rehabilitation Research, and Traumatic Brain Injury Research. While the staff of each laboratory has expertise in a particular area, collaboration often enhances progress toward finding ways to overcome the obstacles faced by people with disabilities caused by brain injury, spinal cord injury, multiple sclerosis, stroke, arthritis, and other chronic neurological and orthopedic conditions. The Foundation has the distinction of having the only 3T MRI scanner solely devoted to rehabilitation research in the United States. Over $4 million in new federal, state, and private grants and contracts were awarded to the Foundation in 2015. Two federal Model System grants establish Kessler Foundation as a center of excellence for both traumatic brain injury (TBI) and spinal cord injury (SCI) research. Model Systems are comprehensive networks that promote independent and collaborative research that will improve the national standard of care for individuals with these devastating injuries. Model Systems are funded by large, multi-year grants sponsored by the National Institute on Disability and Rehabilitation Research. Kessler Foundation is one of only six centers to have dual model systems-Northern New Jersey SCI System and Northern New Jersey TBI System. These model systems are collaborative efforts with Rutgers University-NJ Medical School and Kessler Institute for Rehabilitation. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $2,266,036 | GrantAmt |
| Desc | PROGRAM CENTER: Kessler Foundation focuses on increasing employment opportunities for people with disabilities through its Signature Employment and Community Employment grantmaking programs which fund local and national programs aimed at increasing the percentage of Americans with disabilities in the workforce. Special Initiative Grants, an invitation only program, are awarded to projects and organizations that operate within the broad spectrum of rehabilitation and physical disabilities primarily in New Jersey. Rates of unemployment and underemployment are unacceptably high among the millions of people with disabilities in the United States. By working full or part-time, with training and support, many people can find meaningful employment and reap the benefits of greater independence and self-esteem. Having a job enhances social interaction and acceptance in the community, which contribute to a better quality of life. Although individuals living with disabilities represent the largest minority group seeking employment in today's marketplace, they are often not considered an integral component of corporate diversity programs. Through our strategic focus on employment, Kessler Foundation has invested more than $36 million since 1999 in organizations that work to create job opportunities through development, placement employer education, and social enterprise. This funding has enabled people with disabilities to overcome the obstacles that often face them and meet the workforce needs of American business. Innovative grant making has introduced creative solutions to help eliminate some of the barriers that prevent people with disabilities from working. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODGER DEROSE | PersonNm |
| Phone | 9733248364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EXECUTIVE DRIVE SUITE 70 | AddressLine1Txt |
| City | WEST ORANGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07052 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SAM GARRUTO CPA | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANNE MCDONALD | ||||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RYAN SCHINMAN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RODGER DEROSE | ||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | $583,235 | $0 | $46,200 | Yes (X) | |
| STEPHEN G SUDOVAR | ||||||||
| VICE CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GUY TUFO | ||||||||
| VICE CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALEXANDER R GIAQUINTO PHD | ||||||||
| vice chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DEAN JANEWAY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE SCHNELWAR | ||||||||
| ASSISTANT SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAURENCE S ARONSON | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LEGOW | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John DeLuca | ||||||||
| Senior VP-Research & Training | 40.0 | 0.0 | Yes (X) | $325,271 | $0 | $46,200 | ||
| Glenn M Reiter | ||||||||
| Chairman | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANICE BEAUCHAMP | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M JOHN GERMAIN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GIBBONS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P HIGGINS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY ROSE MIGLIAZZA | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A SAFFER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SCHONBRAUN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM WEISSER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANNE AMMONS | ||||||||
| TREASURER | 40.0 | 0.0 | $307,830 | $0 | $46,200 | Yes (X) | ||
| Anna Barrett | ||||||||
| Lab Director | 40.0 | 0.0 | $267,557 | $0 | $46,200 | Yes (X) | ||
| Guang Yue | ||||||||
| Lab Director | 40.0 | 0.0 | $249,054 | $0 | $43,942 | Yes (X) | ||
| Nancy Chiaravalloti | ||||||||
| Lab Director | 40.0 | 0.0 | $226,210 | $0 | $43,413 | Yes (X) | ||
| John O'Neill | ||||||||
| LAB DIRECTOR | 40.0 | 0.0 | $202,047 | $0 | $32,873 | Yes (X) | ||
| Michele Pignatello | ||||||||
| Director of Development | 40.0 | 0.0 | $189,274 | $0 | $40,484 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,350,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $345,512 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GIBBONS PC | |||||
| PO BOX 5177 | NEW YORK | NY | 10087 | LEGAL SERVICES | $214,160 |
| MATHEMATICA POLICY RESEARCH | |||||
| 600 Alexander Park Dr | PRINCETON | NJ | 08540 | CONSULTING | $289,588 |
| CENTER FOR ESSENTIAL MANAGEMENT SER | |||||
| 1 S 2nd St | POTTSVILLE | PA | 17901 | CONSULTING | $200,249 |
| BRONX VETERANS MEDICAL RESEARCH FUN | |||||
| 130 W Kingsbridge Rd | BRONX | NY | 10468 | CONSULTING | $158,336 |
| THE GENEVA FOUNDATION | |||||
| 917 Pacific Ave | TACOMA | WA | 98402 | CONSULTING | $117,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $131,390 | FundraisingAmt |
| Government Grants | $8,116,364 | GovernmentGrantsAmt |
| All Other Contributions | $1,399,107 | AllOtherContributionsAmt |
| Total Contributions | $9,646,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SEMINAR & COURSE INCOME | 541900 | $110,000 | $110,000 |
| LIBRARY USE FEE | 541900 | $18,589 | $18,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $128,589 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,688,693 | TotalRevenueColumnAmt |
| Exclusion | $2,688,693 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,150,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,052,897 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,097,996 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,097,996 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,889 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $131,390 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,889 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,182 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,182 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,567,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $133,771 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,688,693 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,266,036 | TotalAmt |
| Program Services | $2,266,036 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,935 | TotalAmt |
| Program Services | $1,002,221 | ProgramServicesAmt |
| Management And General | $295,382 | ManagementAndGeneralAmt |
| Fundraising | $57,332 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,516,001 | TotalAmt |
| Program Services | $6,299,129 | ProgramServicesAmt |
| Management And General | $1,856,528 | ManagementAndGeneralAmt |
| Fundraising | $360,344 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,900 | TotalAmt |
| Program Services | $417,579 | ProgramServicesAmt |
| Management And General | $139,167 | ManagementAndGeneralAmt |
| Fundraising | $27,154 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,212 | TotalAmt |
| Program Services | $1,216,274 | ProgramServicesAmt |
| Management And General | $405,348 | ManagementAndGeneralAmt |
| Fundraising | $78,590 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,317 | TotalAmt |
| Program Services | $428,605 | ProgramServicesAmt |
| Management And General | $142,841 | ManagementAndGeneralAmt |
| Fundraising | $27,871 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,162 | TotalAmt |
| Program Services | $222,262 | ProgramServicesAmt |
| Management And General | $9,429 | ManagementAndGeneralAmt |
| Fundraising | $471 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,299 | TotalAmt |
| Program Services | $59,643 | ProgramServicesAmt |
| Management And General | $2,530 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,057 | TotalAmt |
| Management And General | $1,677,057 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,016,105 | TotalAmt |
| Program Services | $1,931,569 | ProgramServicesAmt |
| Management And General | $81,943 | ManagementAndGeneralAmt |
| Fundraising | $2,593 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,443 | TotalAmt |
| Program Services | $313,888 | ProgramServicesAmt |
| Management And General | $113,629 | ManagementAndGeneralAmt |
| Fundraising | $69,926 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,230 | TotalAmt |
| Program Services | $60,488 | ProgramServicesAmt |
| Management And General | $28,476 | ManagementAndGeneralAmt |
| Fundraising | $1,266 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,303 | TotalAmt |
| Program Services | $793,100 | ProgramServicesAmt |
| Management And General | $222,203 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,345 | TotalAmt |
| Program Services | $219,083 | ProgramServicesAmt |
| Management And General | $34,559 | ManagementAndGeneralAmt |
| Fundraising | $4,703 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,511 | TotalAmt |
| Program Services | $54,681 | ProgramServicesAmt |
| Management And General | $93,254 | ManagementAndGeneralAmt |
| Fundraising | $20,576 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,387 | TotalAmt |
| Management And General | $1,173,387 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,150 | TotalAmt |
| Program Services | $177,143 | ProgramServicesAmt |
| Management And General | $155,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBJECT RESEARCH COSTS | $277,678 | $277,678 | $0 | $0 |
| MISCELLANEOUS | $180,654 | $24,928 | $146,137 | $9,589 |
| RESEARCH & EDUCATION EXPENSES | $166,408 | $160,123 | $6,187 | $98 |
| GRANT ALLOCATION | $30,678 | $0 | $27,759 | $2,919 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,901 | TotalAmt |
| Program Services | $343,198 | ProgramServicesAmt |
| Management And General | $144,903 | ManagementAndGeneralAmt |
| Fundraising | $2,800 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,689,712 | TotalAmt |
| Program Services | $16,267,628 | ProgramServicesAmt |
| Management And General | $6,755,726 | ManagementAndGeneralAmt |
| Fundraising | $666,358 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,241,927 | BOYAmt |
| EOY | $1,900,133 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,467,534 | BOYAmt |
| EOY | $6,820,780 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,963,336 | BOYAmt |
| EOY | $1,445,487 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,728 | BOYAmt |
| EOY | $186,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,819,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,128,003 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,160,182 | BOYAmt |
| EOY | $9,691,079 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,645,967 | BOYAmt |
| EOY | $195,671,854 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,385,372 | BOYAmt |
| EOY | $18,972,002 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,707 | BOYAmt |
| EOY | $2,624,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,723,753 | BOYAmt |
| EOY | $237,311,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,940,255 | BOYAmt |
| EOY | $4,874,540 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,320,122 | BOYAmt |
| EOY | $3,660,013 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,274 | BOYAmt |
| EOY | $1,169,361 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,240 | BOYAmt |
| EOY | $999,469 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,106,891 | BOYAmt |
| EOY | $10,703,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,766,320 | BOYAmt |
| EOY | $220,862,254 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,940,107 | BOYAmt |
| EOY | $3,835,643 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,435 | BOYAmt |
| EOY | $1,910,435 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,616,862 | BOYAmt |
| EOY | $226,608,332 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,723,753 | BOYAmt |
| EOY | $237,311,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,122,391 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,141,558 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$27,697 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $5,014,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,413,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,904,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,656,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,646,861 | CurrentTaxYearAmt |
| Total | $37,635,353 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,014,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,413,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,904,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,656,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,646,861 | CurrentTaxYearAmt |
| Total | $37,635,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $131,425 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,503,928 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,248,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,797,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,963,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,630,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,688,693 | CurrentTaxYearAmt |
| Total | $14,328,415 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,182 | CurrentTaxYearAmt |
| Total | $149,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,113,081 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,081,349 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71966 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68598 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,692,241 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $184,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $78,725 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,798,452 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,701,314 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54,270 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,343 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,692,241 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,661,051 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $106,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,971 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,701,314 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,315,743 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $352,269 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,961 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,661,051 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,197,709 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $232,224 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $114,190 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,315,743 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,431,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,565,369 | DepreciationAmt |
| Book Value | $1,866,401 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $14,387,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,562,634 | DepreciationAmt |
| Book Value | $7,824,678 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $9,691,079 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RE AND PRIVATE EQUITIES | Desc |
| Book Value | $18,972,002 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,972,002 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $483,954 |
| CAPITAL LEASE | $515,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $999,469 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,613,079 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,141,558 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,548,368 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $32,889 | OtherRevenueAmt |
| Revenue Not Reported | $14,722,815 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,890,264 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,677,057 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,677,057 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,567,321 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,593,912 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,548,368 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $32,889 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,581,257 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,012,655 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,677,057 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,677,057 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,689,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D | SPECIAL EVENT EXPENSES = $32,889 |
| PART XII, LINE 2D | SPECIAL EVENT EXPENSES = $32,889 |
| FORM 990, SCHEDULE D, PART X, LINE 2 | The Foundation follows the accounting pronouncement dealing with uncertain tax positions. The Foundation had no unrecognized tax benefits at December 31, 2016 and 2015. The Foundation has no open years prior to 2012. There were no tax related interest or penalties included in the financial statements presented. |
| SCHEDULE D, PART V, LINE 4 | Organization's endowment funds are used to support research and education. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Stroll & Roll | Event1Nm |
| Gross Receipts Event1 | $164,279 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $131,390 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,889 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $400 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $22,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,489 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $164,279 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $131,390 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,889 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $400 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,489 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,889 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| County of Bergen - Department of Human Services | |||||||
| One Bergen County Plaza 2nd Floor | Hackensack | NJ | 07601 | 226002426 | 501(c)(3) | $10,000 | Grant paid to fulfill the Organization's mission of improving the quality of life for people with physical disabilities. BY PREPARING THEM FOR THE WORKPLACE, AND |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY - GDV CHAPTER | |||||||
| 30 SOUTH 17TH STREET SUITE 800 | PHILADELPHIA | PA | 19103 | 231401535 | 501(c)(3) | $20,000 | Grant paid to fulfill the Organization's mission of improving the quality of life for people with physical disabilities. |
| WASHINGTON CENTER FOR INTERNSHIPS AND SEMINARS | |||||||
| 1333 16TH STREET NW | WASHINGTON DC | DC | 20036 | 521019820 | 501(c)(3) | $20,000 | Public Service Internship Program for College Students with Disabilities to offer an internship program which enables students with disabilities from New Jersey to learn and develop skills, engage in productive work, and participate fully in their communities. |
| HELDRICH CENTER | |||||||
| 30 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501(C)(3) | $182,758 | Grant paid to fulfill the Organization's mission of improving the quality of life for people with physical disabilities. |
| Perlman Music Program Suncoast Inc | |||||||
| 19 West 69th Street Suite 304 | New York | NY | 10023 | 113247651 | 501(c)(3) | $14,700 | Grant paid to fulfill the Organization's mission of improving the quality of life for people with physical disabilities. |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 51 COLLEGE ROAD | DURHAM | NH | 03824 | 026000937 | 501(C)(3) | $265,743 | SIGNATURE EMPLOYMENT |
| ADLER APHASIA CENTER | |||||||
| 60 WEST HUNTER AVE | MAYWOOD | NJ | 07607 | 020687863 | 501(C)(3) | $10,000 | SPECIAL INITIATIVES |
| PROJECT HEALING WATERS FLY FISHING INC | |||||||
| POST OFFICE BOX 695 | LAPLATA | MD | 20646 | 611518154 | 501(C)(3) | $14,000 | SPECIAL INITIATIVES |
| POSES FAMILY FOUNDATION | |||||||
| 145 HUDSON STREET SUITE 5B | NEW YORK | NY | 10013 | 209175470 | 501(C)(3) | $7,500 | GENERAL GRANT |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 120 ALBANY ST TOWER II SUITE 250 | NEW BRUNSWICK | NJ | 08901 | 237318742 | 501(C)(3) | $20,000 | SPECIAL INITIATIVES |
| New Jersey Ballet Company Inc | |||||||
| 15-17 Microlab Road Suite 102 | Livingston | NJ | 07039 | 237447316 | 501(c)(3) | $10,000 | SPECIAL INITIATIVES |
| HARKINS INSTITUTE | |||||||
| 2429 University Avenue | Des moines | IA | 50311 | 420680460 | 501(C)(3) | $10,000 | Special Initiative Grants |
| MY BLIND SPOT INC | |||||||
| 90 Broad Street - 18th Fl | NEW YORK | NY | 10004 | 270223913 | 501(c)(3) | $15,000 | Special Initiative Grants |
| REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | 222939536 | 501(c)(3) | $8,250 | Special Initiative Grants |
| YENDOR ARTS | |||||||
| 30 Spruce St | NEWARK | NJ | 07102 | 453668184 | 501(c)(3) | $15,000 | Special Initiative Grants |
| North Jersey Friendship House | |||||||
| 125 Atlantic St | HACKENSACK | NJ | 07601 | 221766593 | 501(c)(3) | $25,000 | Community Employment |
| FedCap Rehabilitation Services | |||||||
| 633 THIRD AVENUE 6TH FLR | NEW YORK | NY | 10017 | 135645879 | 501(c)(3) | $25,000 | COMMUNITY EMPLOYMENT |
| JEVS Human Services | |||||||
| 1845 WALNUT ST FL 7 | PHILADELPHIA | PA | 19103 | 231352118 | 501(c)(3) | $25,000 | COMMUNITY EMPLOYMENT |
| Massachusetts Rehabilitation Commission | |||||||
| 600 Washington St | BOSTON | MA | 02111 | 046002284 | 501(c)(3) | $250,000 | SIGNITURE EMPLOYMENT |
| May Institute Inc | |||||||
| 41 Pacella Park Dr | RANDOLPH | MA | 02368 | 042197449 | 501(c)(3) | $250,000 | SIGNITURE EMPLOYMENT |
| Mayor's Fund to Advance NYC | |||||||
| 253 BROADWAY 6TH FL | NEW YORK | NY | 10007 | 133783906 | 501(c)(3) | $200,000 | SIGNITURE EMPLOYMENT |
| Mental health Association of So Central Kansas | |||||||
| 555 N Woodlawn St | WICHITA | KS | 67208 | 480990763 | 501(c)(3) | $325,000 | SIGNITURE EMPLOYMENT |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S State St | ANN ARBOR | MI | 48109 | 386006309 | 501(c)(3) | $485,000 | SIGNITURE EMPLOYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES PERIODIC REPORTS FROM GRANTEES ON PROGRESS TOWARDS MEETING THE GOALS OF THE PROJECTS IT FUNDS AS WELL AS THE EXPENDITURES OF THE FUNDS. LARGER GRANTS REQUIRE AN OUTSIDE EVALUATOR TO ASSESS THE ACHIEVEMENTS OF THE PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RODGER DEROSE | ||||||||||||
| PRESIDENT AND CEO | $583,235 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $25,000 | $0 | $629,435 | $0 |
| ANNE AMMONS | ||||||||||||
| TREASURER | $307,830 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $25,000 | $0 | $354,030 | $0 |
| John DeLuca | ||||||||||||
| Senior VP-Research & Training | $325,271 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $25,000 | $0 | $371,471 | $0 |
| Anna Barrett | ||||||||||||
| Lab Director | $267,557 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $25,000 | $0 | $313,757 | $0 |
| Guang Yue | ||||||||||||
| Lab Director | $249,054 | $0 | $0 | $0 | $0 | $0 | $18,942 | $0 | $25,000 | $0 | $292,996 | $0 |
| Nancy Chiaravalloti | ||||||||||||
| Lab Director | $226,210 | $0 | $0 | $0 | $0 | $0 | $18,413 | $0 | $25,000 | $0 | $269,623 | $0 |
| John O'Neill | ||||||||||||
| LAB DIRECTOR | $202,047 | $0 | $0 | $0 | $0 | $0 | $7,873 | $0 | $25,000 | $0 | $234,920 | $0 |
| Michele Pignatello | ||||||||||||
| Director of Development | $189,274 | $0 | $0 | $0 | $0 | $0 | $15,484 | $0 | $25,000 | $0 | $229,758 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES BEFORE IT IS FILED. ALL TRUSTEES RECEIVE A COPY OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, SECTION B, LINE 12C | TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, THE ORGANIZATION REQUIRES OFFICERS, TRUSTEES, AND ALL EMPLOYEES TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, ALONG WITH REQUIRING THEM TO ANNUALLY SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. CONFLICTS OF INTEREST AMONG TRUSTEES ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND TRUSTEES RECUSE THEMSELVES FROM DISCUSSION RELATED TO MATTERS WHERE A CONFLICT MAY EXIST. EMPLOYEE CONFLICTS OF INTEREST ARE REVIEWED AND MONITORED BY MANAGEMENT TO ENSURE THAT THESE CONFLICTS DO NOT POSE A HARDSHIP TO THE ORGANIZATION NOR GAIN TO THE EMPLOYEE. |
| FORM 990, PAGE 6, PART VI, SECTION B, LINE 15A & B | CEO salary is determined by the Compensation Committee and approved by the Board of Trustees. Other staff compensation is recommended by managers, approved by the CEO and reviewed in the aggregate by the Compensation Committee. The Foundation periodically engages an independent third party to conduct a review of comparability of compensation of the CEO and other key positions. The Compensation Committee annually reviews CEO performance and the CEOs employment contract. In 2015, the Foundation engaged a major compensation consultant to conduct a study to determine reasonableness of salary, cash compensation and total compensation for all key positions, including managers, directors, executive management and the CEO. All salaries were deemed to be reasonable. |
| FORM 990, PAGE 6, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE ORGANIZATION ALSO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9 | THE FOUNDATION HAD MAINTAINED SEVERAL DEFERRED COMPENSATION ARRANGEMENTS WITH PAST EXECUTIVES. ADJUSTMENT IS FOR CHANGE IN VALUE OF DEFERRED COMPENSAION LIABILITY. TOTAL 2016 ADJUSTMENT = -$27,697. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO OF THE TRUSTEES HAVE A FAMILY RELATIONSHIP |