THE ROOSEVELT INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349300608
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T07:18:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FL EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237213592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN & ELEANOR ROOSEVELT INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2124449130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE FIFTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA WONG | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2124449130 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN STRONG | PreparerPersonNm |
| PTIN | P00713382 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2015-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FELICIA WONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE FIFTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,633,464 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROOSEVELTINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | FOR COMPLETE DESCRIPTION OF MISSION SEE SCHEDULE OUNTIL ECONOMIC AND SOCIAL RULES WORK FOR ALL AMERICANS, THEY'RE NOT WORKING. INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR, THE ROOSEVELT INSTITUTE RE-IMAGINES THE RULES TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. WE ARE A 21ST CENTURY THINK TANK BRINGING TOGETHER MULTIPLE GENERATIONS OF THINKERS AND LEADERS TO HELP DRIVE KEY ECONOMIC AND SOCIAL DEBATES AND HAVE LOCAL AND NATIONAL IMPACT. WE ADVANCE THIS MISSION THROUGH THE WORK OF OUR STAFF, FELLOWS, A NETWORK OF STUDENTS AND ALUMNI, AND OUR PARTNERS AT THE FDR PRESIDENTIAL LIBRARY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,679,124 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,854,423 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $184,358 | PYInvestmentIncomeAmt |
| CY Investment Income | $427,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$166,151 | PYOtherRevenueAmt |
| CY Other Revenue | -$61,440 | CYOtherRevenueAmt |
| PY Total Revenue | $4,697,331 | PYTotalRevenueAmt |
| CY Total Revenue | $6,220,151 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,023 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,458 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,371,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,942,284 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $13,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $756,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,268,521 | PYOtherExpensesAmt |
| CY Other Expenses | $2,927,029 | CYOtherExpensesAmt |
| PY Total Expenses | $8,656,558 | PYTotalExpensesAmt |
| CY Total Expenses | $5,984,271 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,959,227 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $235,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,507,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,530,663 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $542,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,063,762 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,964,601 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,466,901 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNTIL ECONOMIC AND SOCIAL RULES WORK FOR ALL AMERICANS, THEY'RE NOT WORKING. INSPIRED BY THE LEGACY OF FRANKLIN AND ELEANOR, THE ROOSEVELT INSTITUTE RE-IMAGINES THE RULES TO CREATE A NATION WHERE EVERYONE ENJOYS A FAIR SHARE OF OUR COLLECTIVE PROSPERITY. WE ARE A 21ST CENTURY THINK TANK BRINGING TOGETHER MULTIPLE GENERATIONS OF THINKERS AND LEADERS TO HELP DRIVE KEY ECONOMIC AND SOCIAL DEBATES AND HAVE LOCAL AND NATIONAL IMPACT. WE ADVANCE THIS MISSION THROUGH THE WORK OF OUR STAFF, FELLOWS, A NETWORK OF STUDENTS AND ALUMNI, AND OUR PARTNERS AT THE FDR PRESIDENTIAL LIBRARY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,235,767 | ExpenseAmt |
| Grant | $58,250 | GrantAmt |
| Desc | FOUR FREEDOMS CENTERWITH FELLOWS RANGING FROM NOBEL LAUREATES TO UP-AND-COMING THINKERS, THE FOUR FREEDOMS CENTER CONCENTRATES ON THE INTERSECTION OF STRUCTURAL CHANGES IN THE ECONOMY AND THE MYRIAD CHALLENGES FACING LOW-WAGE AND MIDDLE-CLASS WORKERS-WITH THE GOAL OF CONNECTING ECONOMIC RESEARCH TO ACTION AND IMPACT. TO DO THIS, WE'VE DEVELOPED A TWO-PRONGED STRATEGY. FIRST, WE ARE LINKING A VARIETY OF POLICY AREAS-TAX POLICY, CEO PAY, DOCUMENTATION OF RISING INEQUALITY, LABOR ISSUES AND WAGE STAGNATION-TO A SYSTEMIC ANALYSIS OF THE GROWTH OF THE FINANCIAL SECTOR AND THE POWER OF CAPITAL OVER THE LAST SEVERAL DECADES, WHERE WE HAVE SEEN CORPORATIONS CAPTURE THE LION'S SHARE OF THE COUNTRY'S PROSPERITY AND VERY LITTLE INVESTMENT OF THAT PROSPERITY IN WORKERS OR THE COMMON GOOD. SECOND, WE ARE DELIBERATELY CONNECTING THESE POLICY AND ACADEMIC ANALYSES TO WORK ON THE GROUND, ENSURING THAT OUR ADVOCACY AND ACTIVIST ALLIES CAN USE OUR WORK IN THEIR CAMPAIGNS. WE AIM TO CHANGE THE NARRATIVE AROUND, AND PUBLIC UNDERSTANDING OF, WHAT CREATES A HEALTHY 21ST CENTURY ECONOMY. AND WE SEEK TO BUILD MOMENTUM FOR POLITICAL VICTORIES THAT CAN LEAD TO A FINANCIAL SYSTEM THAT ACTUALLY WORKS FOR THE AMERICAN PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,546,057 | ExpenseAmt |
| Grant | $10,893 | GrantAmt |
| Desc | NETWORKS THE ROOSEVELT CAMPUS NETWORK IS THE NATION'S LARGEST STUDENT POLICY ORGANIZATION, WITH CHAPTERS ON 120 CAMPUSES-FROM IVY LEAGUE INSTITUTIONS TO COMMUNITY COLLEGES-IN 38 STATES. OUR CHAPTERS WORK COLLECTIVELY TO PLACE A NEW GENERATION OF INFORMED CIVIC ACTORS ON THE NATION'S POLITICAL STAGE. THE CAMPUS NETWORK, WHOSE STUDENT LEADERSHIP IS 50% PEOPLE OF COLOR, IS WIDELY RECOGNIZED AS ONE OF THE MOST PROMINENT AND EFFECTIVE GROUPS COMMITTED TO YOUTH CIVIC ENGAGEMENT. THE NETWORK TRAINS AND EMPOWERS A CADRE OF LEADERS WHO ARE INNOVATIVE IN THEIR APPROACHES, PROACTIVE IN THEIR ENGAGEMENT, AND GROUNDED IN PROGRESSIVE VALUES AS THEY IMPLEMENT THEIR IDEAS AND WORK WITH DIVERSE COMMUNITIES NATIONWIDE. OUR MEMBERS ARE ACTIVELY INFLUENCING POLICY ON THE LOCAL, STATE AND NATIONAL LEVEL, FROM PASSING MANDATES FOR COMMUNITY COLLEGES TO ACCEPT EBT FROM STUDENTS TO DEVELOPING WALL STREET ACCOUNTABILITY CAMPAIGNS-IN COLLABORATION WITH ROOSEVELT FELLOWS-THAT ADDRESS THE HARMFUL EFFECTS OF FINANCIAL SECTOR GROWTH ON THEIR UNIVERSITIES AND COMMUNITIES. STUDENTS' POLICY PUBLICATIONS HAVE BEEN READ OVER HALF A MILLION TIMES WORLDWIDE AND GARNERED RECENT COVERAGE IN NATIONAL OUTLETS LIKE THE HUFFINGTON POST, THE NATION, AND MSNBC. IN 2015, THE CAMPUS NETWORK WAS RECOGNIZED WITH THE PRESTIGIOUS MACARTHUR AWARD FOR CREATIVE AND EFFECTIVE INSTITUTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $475,071 | ExpenseAmt |
| Desc | LIBRARYTHE ROOSEVELT INSTITUTE PROVIDED PROGRAM SUPPORT TO THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, LOCATED IN HYDE PARK, NEW YORK. THE INSTITUTE PROVIDES FUNDING IN SUPPORT OF THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, AS WELL AS PERMANENT AND TEMPORARY EXHIBITS, WHICH ARE VISITED BY APPROXIMATELY 125,000 GUESTS PER YEAR. THE INSTITUTE ALSO SUPPORTS MAJOR INITIATIVES OF THE LIBRARY'S ARCHIVAL PROGRAM, INCLUDING FUNDING FOR RESEARCH GRANTS FOR VISITING SCHOLARS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $176,633 | ExpenseAmt |
| Grant | $32,315 | GrantAmt |
| Desc | PIPELINES GOAL IS KEEPING YOUNG PEOPLE CONNECTED TO THE PROGRESSIVE MOVEMENT AND THE VALUES OF THE INSTITUTE. EXPENSES TOTALED $104,938 AND GRANTS OF $340LEGACIES AND EVENTS EXPENSES TOTALED $71,695 AND GRANTS OF $31,975 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $176,633 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $32,315 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,433,528 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 198 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATARINA K DUPLESSY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124340774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVE FIFTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNA ELEANOR ROOSEVELT | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KNOX | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J VANDEN HEUVEL | ||||||||
| FOUNDER & CHAIR EMERITUS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GRIFFITH | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN BARNES | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN ADLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM CONNER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH FITZRANDOLPH BROWN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIE GEORGE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD FOWLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FAY HARTOG-LEVIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY MINARD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHOEBE ROOSEVELT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE MORRIS GURLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY ROOSEVELT IRELAND | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL RUDD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS MURRAY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATRINA VANDEN HEUVEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FELICIA WONG | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $235,450 | $0 | $59,165 | ||
| BRIAN WOLFF | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| DAVID WILHELM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CANTWELL F MUCKENFUSS III | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOLANTA ILCZUK | ||||||||
| VP, FINANCE | 40.00 | Yes (X) | $77,413 | $0 | $2,267 | |||
| CATHRYN HARDING | ||||||||
| DIRECTOR, COMMUNICATIONS | 40.00 | $104,801 | $0 | $19,860 | Yes (X) | |||
| RICHARD KIRSCH | ||||||||
| SENIOR FELLOW | 40.00 | $126,076 | $0 | $5,527 | Yes (X) | |||
| DAVID PALMER | ||||||||
| VP AND NTL DIRECTOR | 40.00 | $131,807 | $0 | $47,290 | Yes (X) | |||
| GIORGIO ZEOLLA | ||||||||
| VP INSTITUTIONAL ADVANCEMENT | 40.00 | $139,106 | $0 | $39,808 | Yes (X) | |||
| MICHAEL KONCZAL | ||||||||
| SENIOR FELLOW | 40.00 | $110,137 | $0 | $21,633 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $924,790 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,550 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RMZ HOLDINGS | |||||
| 5009 BELT ROAD NW | WASHINGTON | DC | 20016 | CONSULTANT | $121,619 |
| YOUR PART TIME CONTROLLER | |||||
| 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | ACCOUNTING | $103,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $552,706 | FundraisingAmt |
| Government Grants | $27,647 | GovernmentGrantsAmt |
| All Other Contributions | $5,274,070 | AllOtherContributionsAmt |
| Noncash Contributions | $10,383 | NoncashContributionsAmt |
| Total Contributions | $5,854,423 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,757 | TotalRevenueColumnAmt |
| Exclusion | $195,757 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,344,335 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,112,924 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231,411 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,411 | TotalRevenueColumnAmt |
| Exclusion | $231,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,380 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $552,706 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $300,389 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$256,009 | TotalRevenueColumnAmt |
| Exclusion | -$256,009 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $194,569 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,569 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $194,569 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,220,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,569 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $171,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,208 | TotalAmt |
| Program Services | $43,208 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,250 | TotalAmt |
| Program Services | $58,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,295 | TotalAmt |
| Program Services | $103,116 | ProgramServicesAmt |
| Management And General | $168,065 | ManagementAndGeneralAmt |
| Fundraising | $103,114 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,715 | TotalAmt |
| Program Services | $1,492,899 | ProgramServicesAmt |
| Management And General | $240,471 | ManagementAndGeneralAmt |
| Fundraising | $317,345 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,336 | TotalAmt |
| Program Services | $38,943 | ProgramServicesAmt |
| Management And General | $6,644 | ManagementAndGeneralAmt |
| Fundraising | $6,749 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,200 | TotalAmt |
| Program Services | $209,590 | ProgramServicesAmt |
| Management And General | $39,742 | ManagementAndGeneralAmt |
| Fundraising | $40,868 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,738 | TotalAmt |
| Program Services | $116,461 | ProgramServicesAmt |
| Management And General | $28,723 | ManagementAndGeneralAmt |
| Fundraising | $29,554 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,143 | TotalAmt |
| Program Services | $4,847 | ProgramServicesAmt |
| Management And General | $15,296 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,175 | TotalAmt |
| Program Services | $126,072 | ProgramServicesAmt |
| Management And General | $28,323 | ManagementAndGeneralAmt |
| Fundraising | $16,780 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Fundraising | $13,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,448 | TotalAmt |
| Management And General | $30,448 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,302 | TotalAmt |
| Program Services | $891,636 | ProgramServicesAmt |
| Management And General | $84,095 | ManagementAndGeneralAmt |
| Fundraising | $69,571 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,833 | TotalAmt |
| Program Services | $33,627 | ProgramServicesAmt |
| Management And General | $1,392 | ManagementAndGeneralAmt |
| Fundraising | $1,814 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,934 | TotalAmt |
| Program Services | $164,039 | ProgramServicesAmt |
| Management And General | $20,021 | ManagementAndGeneralAmt |
| Fundraising | $24,874 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,672 | TotalAmt |
| Program Services | $107,289 | ProgramServicesAmt |
| Management And General | $24,103 | ManagementAndGeneralAmt |
| Fundraising | $14,280 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,508 | TotalAmt |
| Program Services | $388,549 | ProgramServicesAmt |
| Management And General | $43,347 | ManagementAndGeneralAmt |
| Fundraising | $76,612 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,921 | TotalAmt |
| Program Services | $289,456 | ProgramServicesAmt |
| Management And General | $9,228 | ManagementAndGeneralAmt |
| Fundraising | $19,237 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,078 | TotalAmt |
| Program Services | $139,868 | ProgramServicesAmt |
| Management And General | $9,852 | ManagementAndGeneralAmt |
| Fundraising | $2,358 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,628 | TotalAmt |
| Program Services | $7,099 | ProgramServicesAmt |
| Management And General | $30,529 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,612 | TotalAmt |
| Program Services | $14,736 | ProgramServicesAmt |
| Management And General | $2,116 | ManagementAndGeneralAmt |
| Fundraising | $2,760 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSTRUCTION DESIGN | $94,334 | $94,334 | ||
| PUBLICATIONS, FILMS AND | $81,902 | $67,187 | $5,574 | $9,141 |
| REPAIRS AND MAINTENANCE | $56,539 | $42,322 | $6,170 | $8,047 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,984,271 | TotalAmt |
| Program Services | $4,433,528 | ProgramServicesAmt |
| Management And General | $794,139 | ManagementAndGeneralAmt |
| Fundraising | $756,604 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,620,264 | BOYAmt |
| EOY | $3,662,699 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,433 | BOYAmt |
| EOY | $1,326,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,016 | BOYAmt |
| EOY | $20,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $527,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $429,241 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,505 | BOYAmt |
| EOY | $97,847 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,807,381 | BOYAmt |
| EOY | $10,040,043 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,490 | BOYAmt |
| EOY | $383,193 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,507,089 | BOYAmt |
| EOY | $15,530,663 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,488 | BOYAmt |
| EOY | $1,063,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,488 | BOYAmt |
| EOY | $1,063,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,854,333 | BOYAmt |
| EOY | $6,127,395 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,971,120 | BOYAmt |
| EOY | $7,200,358 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,148 | BOYAmt |
| EOY | $1,139,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,964,601 | BOYAmt |
| EOY | $14,466,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,507,089 | BOYAmt |
| EOY | $15,530,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $235,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $266,420 | NetUnrlzdGainsLossesInvstAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,926,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,198,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,641,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,966,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,301,717 | CurrentTaxYearAmt |
| Total | $51,034,751 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,926,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,198,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,641,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,966,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,301,717 | CurrentTaxYearAmt |
| Total | $51,034,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,227,016 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,807,735 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $510,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $253,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,757 | CurrentTaxYearAmt |
| Total | $1,779,826 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $35,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,076 | CurrentTaxYearAmt |
| Total | $266,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,081,126 | TotalSupportAmt |
| Public Support CY170 | 0.69340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68580 | 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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,807,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $428,146 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,608 | GrantsOrScholarshipsAmt |
| Other Expenditures | $775,908 | OtherExpendituresAmt |
| End Year Balance | $10,040,043 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,226,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,020,024 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,023 | GrantsOrScholarshipsAmt |
| Other Expenditures | $421,967 | OtherExpendituresAmt |
| End Year Balance | $8,807,381 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,251,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $663,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,646 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,605,812 | OtherExpendituresAmt |
| End Year Balance | $8,226,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,121,927 | BeginningYearBalanceAmt |
| Contributions | $2,140,787 | ContributionsAmt |
| Investment Earnings Or Losses | $656,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,004 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,572,351 | OtherExpendituresAmt |
| End Year Balance | $18,251,398 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,428,445 | BeginningYearBalanceAmt |
| Contributions | $12,799,392 | ContributionsAmt |
| Investment Earnings Or Losses | $1,950,371 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,127 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,948,154 | OtherExpendituresAmt |
| End Year Balance | $18,121,927 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,532 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,050 | DepreciationAmt |
| Book Value | $96,799 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $288,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $287,659 | DepreciationAmt |
| Book Value | $1,048 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $97,847 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMONFUND INST. MULTI-STRATEGY EQUITY FUND | $5,612,108 | F |
| COMMONFUND INST. MULTI-STRATEGY BOND FUND | $3,836,591 | F |
| COMMONFUND MONEY MARKET FUND | $388,276 | F |
| COMMONFUND INSTITUTIONAL COMMODITIES FUND | $203,068 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,040,043 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,492,696 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $266,420 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,573 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $302,993 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,189,703 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,448 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,448 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,220,151 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,990,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,573 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $36,573 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,953,823 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,448 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,448 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,984,271 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE INSTITUTE'S ARTWORK IS STATED AT COST AND IS FOR USE IN THE FDR LIBRARY'S VISITORS CENTER. IN ADDITION, THE INSTITUTE HOLDS A DONATED COLLECTION OF AUTOGRAPHS OF FRANKLIN D. ROOSEVELT, BOOKS AND DOCUMENTS WHICH ARE STATED AT THE APPRAISED VALUE AT THE DATE OF DONATION AND ARE STORED IN THE FDR LIBRARY. |
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF THE INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2011. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | EAST ASIA AND THE PACIFIC | 4 | $11,000 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $5,000 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | MIDDLE EAST AND NORTH AFRICA | 2 | $6,000 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | NORTH AMERICA | 1 | $1,750 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | SOUTH AMERICA | 2 | $7,500 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | SOUTH ASIA | 5 | $14,500 | CHECK |
| STIPEND PROVIDED TO FUND THE ACTIVITIES PERFORMED BY THE GRANTEES OF THE WOMEN AND GIRLS RISING PROGRAM WERE AS FOLLOW: 1. EACH GRANTEE PARTICIPATED IN A TWO-DAY CONFERENCE, SEPTEMBER 11-12, 2014 HELD AT THE FORD FOUNDATION IN NEW YORK2. MANY GRANTEES ALSO WROTE ESSAYS FOR THE FORTHCOMING PUBLICATION BY ELLEN CHESLER AND TERRY MCGOVERN, EDITORS, WOMEN AND GIRLS RISING: PROGRESS AND RESISTANCE AROUND THE WORLD (ROUTLEDGE PRESS: LONDON AND NEW YORK, 2015). | SUB-SAHARAN AFRICA | 4 | $12,500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THERE IS A SMALL NUMBER OF GRANTS AWARDED OUTSIDE THE COUNTRY WHICH MAKES MONITORING EASIER. THE FINANCE DEPARTMENT OVERSEES THE PROCESSING OF FUNDS APPROVED BY THE INSTITUTE TO ENSURE COMPLIANCE WITH INTERNAL POLICIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DPSA | Event1Nm |
| Gross Receipts Event1 | $403,685 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $383,405 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,280 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,229 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $69,214 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $28,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $109,168 | OtherDirectExpensesEvent1Amt |
| Event2 | BURNS GALA 2014 | Event2Nm |
| Gross Receipts Event2 | $189,401 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $165,301 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $13,163 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $40,700 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $21,115 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,000 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $597,086 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $552,706 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,380 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,392 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $109,914 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $130,283 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $300,389 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$256,009 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CAMPUS NETWORK CHAPTER GRANTS | 16 | $10,893 |
| LEGACY PROGRAM FELLOWSHIPS/GRANTS-IN-AIDE | 19 | $31,975 |
| PIPELINE GRANTS | 2 | $340 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRAMMATICALLY: SELF-ASSESS ACTIVITIES AND IMPACT PLUS REPORT BACK TO FUNDERS MONITORING: FINANCE DEPARTMENT MONITORS USE OF FUNDS | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FELICIA WONG | ||||||||||||||
| PRESIDENT & CEO | $225,450 | $0 | $10,000 | $0 | $0 | $0 | $12,000 | $0 | $47,165 | $0 | $294,615 | $0 | $0 | $0 |
| DAVID PALMER | ||||||||||||||
| VP AND NTL DIRECTOR | $131,807 | $0 | $0 | $0 | $0 | $0 | $2,958 | $0 | $44,332 | $0 | $179,097 | $0 | $0 | $0 |
| GIORGIO ZEOLLA | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $139,106 | $0 | $0 | $0 | $0 | $0 | $1,812 | $0 | $37,996 | $0 | $178,914 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KATRINA VANDEN HEUVEL AND WILLIAM VANDEN HEUVEL HAVE A FAMILIAL RELATIONSHIP. ANNA ELEANOR ROOSEVELT, PHOEBE ROOSEVELT, AND NANCY ROOSEVELT IRELAND HAVE A FAMILIAL RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE TAX PROFESSIONALS IN CONJUNCTION WITH THE INSTITUTE'S ACCOUNTING/FINANCE DEPARTMENT. THE RETURN IS FIRST REVIEWED BY THE PRESIDENT AND CFO. THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW BEFORE IT IS FILED. A FINAL COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCEDURES FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY ARE STATED IN THE INSTITUTE'S PERSONNEL POLICY AND PROCEDURES MANUAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCEDURES FOR ESTABLISHING EXECUTIVE COMPENSATION IS OUTLINED IN THE INSTITUTES' POLICY AND PROCEDURES MANUAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S MANAGEMENT MAKES THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND ALL 990 TAX INFORMATION AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON-LINE WITH GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 4,235. MANAGEMENT AND GENERAL EXPENSES 952. FUNDRAISING EXPENSES 564. TOTAL EXPENSES 5,751. RECRUITING: PROGRAM SERVICE EXPENSES 18,586. MANAGEMENT AND GENERAL EXPENSES 4,175. FUNDRAISING EXPENSES 2,474. TOTAL EXPENSES 25,235. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 44,191. MANAGEMENT AND GENERAL EXPENSES 9,927. FUNDRAISING EXPENSES 5,882. TOTAL EXPENSES 60,000. FELLOWS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 341,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 341,884. CONSULTANTS OTHER: PROGRAM SERVICE EXPENSES 178,935. MANAGEMENT AND GENERAL EXPENSES 66,224. FUNDRAISING EXPENSES 56,468. TOTAL EXPENSES 301,627. AWARDS AND STIPENDS: PROGRAM SERVICE EXPENSES 303,805. MANAGEMENT AND GENERAL EXPENSES 2,817. FUNDRAISING EXPENSES 4,183. TOTAL EXPENSES 310,805. |
| PART XI LINE 2C | THE INSTITUTE HAS AN AUDIT COMMITTEE WHICH HAS BEEN ASSIGNED THE RESPONSIBILITY TO 1) ENGAGE THE AUDITORS, 2) MEET TO DISCUSS PLANNING, 3) MEET TO REVIEW THE RESULTS OF THE AUDIT AND DISCUSS THE FINANCIAL STATEMENTS, 4) DISCUSS ANY INTERNAL CONTROL ISSUES, 5) DISCUSS ANY FUTURE ISSUES THAT MIGHT AFFECT THE INSTITUTE AND 6) DISCUSS THE TAX RETURN. THE COMMITTEE REPORTS ITS FINDINGS TO THE BOARD. THERE WAS NO CHANGE TO THE POLICY IN THE CURRENT YEAR. |