2015-11-05T10:58:50-06:00 2014-12-31 720636725 HANNIS T BOURGEOIS LLP 2322 TREMONT DR BATON ROUGE LA 70809 990 2014-01-01 451066585 THE WATER INSTITUTE OF THE GULF WATE 2252272718 301 NORTH MAIN STREET SUITE 2000 BATON ROUGE LA 70825 CHARLES GROAT PRESIDENT 2252272718 2015-11-04 1 CELESTE D VIATOR P00148444 2259284770 2014 2016-04-25 22:37:26Z CHARLES GROAT 301 NORTH MAIN STREET SUITE 2000 BATON ROUGE LA 70825 10185934 0 X WWW.THEWATERINSTITUTE.ORG X 2011 LA THE WATER INSTITUTE OF THE GULF IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF ESTABLISHING AN INDEPENDENT INSTITUTE FOR WATER RESEARCH AND SCIENCE, WHICH INSTITUTE WOULD BUILD UPON BEST-PRACTICE MODELS, BE WELL-FUNDED AND NATIONALLY RECOGNIZED, AND HAVE BOTH PUBLIC AND PRIVATE SECTOR COMPONENTS TO CREATE AND CAPITALIZE ON KNOWLEDGE AND TECHNOLOGY THAT WILL PROTECT AND RESTORE COASTAL LOUISIANA, AND FOR ANY CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES WITHIN THE MEANIING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"). 8 7 44 0 0 0 5534637 10184205 0 0 2635 1729 0 0 5537272 10185934 0 0 0 0 2557105 3492241 0 0 0 2569507 5376975 5126612 8869216 410660 1316718 2966021 5245562 609141 1149483 2356880 4096079 X THE MISSION OF THE WATER INSTITUTE IS TO ESTABLISH AN INDEPENDENT INSTITUTE FOR WATER RESEARCH AND SCIENCE, WHICH INSTITUTE WILL BUILD UPON BEST PRACTICE MODELS, BE WELL-FUNDED AND NATIONALLY RECOGNIZED, AND HAVE THE COMPONENTS NECESSARY TO CREATE AND CAPITALIZE ON KNOWLEDGE AND TECHNOLOGY THAT WILL PROTECT AND RESTORE COASTAL LOUISIANA. 0 0 6987597 8761205 THE WATER INSTITUTE OF THE GULF PERFORMS ONGOING RESEARCH THAT NOT ONLY EXAMINES ASPECTS OF THE NATURAL SYSTEM BUT ALSO HOW HUMAN COMMUNITIES CAN BE SUPPORTED AS THEY ADAPT TO COASTAL CHANGE. REGARDLESS OF THE ISSUE UNDER STUDY, THE WATER INSTITUTE USES A HOLISTIC LENS, TAKING INTO ACCOUNT THE ENTIRE SYSTEM AFFECTED. THE WATER INSTITUTE DEVELOPS INNOVATIVE APPROACHES TO DATA ACCESS AND MODEL FORECASTING AND PREDICTION. THESE APPROACHES EXPAND UNDERSTANDING OF HOW OUR CLIENTS CAN BE EFFECTIVE STEWARDS OF NATURAL RESOURCES AND HUMAN COMMUNITIES. CURRENT PROJECTS INCLUDE DEVELOPING PILOT FORECASTING MODELS AND CREATING A COMPREHENSIVE DATA AND MONITORING CENTER FOR THE STATE OF LOUISIANA, AS WELL AS MODEL SUPPORT AND DEVELOPMENT. 6987597 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 44 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 LA X MARK LEGENDRE 2252272711 301 N MAIN STREET SUITE 2000 BATON ROUGE LA 70825 KEVIN REILLY JR BOARD CHAIRMAN 1.00 X 10000 0 0 JAMES JOSEPH BOARD MEMBER 1.00 X 10000 0 0 THOMAS SANDS BOARD MEMBER 1.00 X 10000 0 0 WILLIAM G SHAFROTH BOARD MEMBER 1.00 X 10000 0 0 JACQUELINE VINES SECRETARY/TREASURER 1.00 X 10000 0 0 CHARLOTTE BOLLINGER BOARD MEMBER 1.00 X 10000 0 0 MARY MATALIN BOARD MEMBER 1.00 X 10000 0 0 CHARLES GROAT CEO/PRESIDENT 40.00 X 350000 0 0 DENISE REED CHIEF SCIENTIST 40.00 X 187000 0 0 EHAB MESELHE DIRECTOR OF NATURAL SYSTEM 40.00 X 285750 0 0 MARK LEGENDRE CFO & DIRECTOR OF OPERATIO 40.00 X 170500 0 0 MEAD ALLSION DIRECTOR OF PHYSICAL PROCE 40.00 X 182700 0 0 JEFFREY HEATON PROGRAM MANAGER 40.00 X 135000 0 0 1380950 0 0 8 0 1 0 RAND CORPORATION P O BOX 2138 SANTA MONICCA CA 90407 CONSULTING 400035 NATIONAL ACADEMY OF SCIENCES 500 5TH STREET NW WASHINGTON DC 20001 CONSULTING 344705 UNITED STATE GEOLOGICAL SURVEY MS 271 NATIONAL CENTER RESTON VA 20192 CONSULTING 323190 LSU-OFFICE OF SPONSORED PROGRAMS 204 THOMAS BOYD HALL BATON ROUGE LA 70803 CONSULTING 311138 ARCADIS US INC 62638 COLLECTION CTR DR CHICAGO IL 60693 CONSULTING 267142 9 8761205 1423000 10184205 1729 1729 10185934 0 0 1729 X 1310950 873879 437071 1656942 1055245 601697 335894 221690 114204 188455 124380 64075 483703 319244 164459 21376 14108 7268 35279 23284 11995 3847847 3844504 3343 1541 1541 33157 21902 11255 221365 146101 75264 110576 100384 10192 15269 9525 5744 228735 228735 39669 26182 13487 REPAIRS & MAINTENANCE 124726 56349 68377 SUPPLIES - FIELD AND RE 72701 66744 5957 PARKING 42200 27852 14348 COMMUNICATIONS 21565 14233 7332 77266 41991 35275 8869216 6987597 1881619 0 320500 377272 766747 1068476 1102390 2654916 14470 46099 1452805 364068 751852 1088737 10062 10062 2966021 5245562 609141 1149483 609141 1149483 X 2356880 4096079 2356880 4096079 2966021 5245562 1316718 422481 0 X X 0 1 X 1 0 X 71451 3959395 5205443 9702103 18938392 71451 3959395 5205443 9702103 18938392 18938392 1419 2635 1729 5783 329194 482102 811296 19755471 X SCHEDULE A, PART IV 2011 WAS A SHORT YEAR RETURN DUE TO THAT BEING THE CORPORATION'S INITIAL YEAR. THE CORPORATION WAS ORGANIZED ON MARCH 25, 2011. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36357 33079 3278 1167750 284075 883675 248698 46914 201784 1088737 X 10185934 0 10185934 0 10185934 8869216 0 8869216 0 8869216 PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH INCOME TAX ACCOUNTING GUIDANCE INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC). THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE RECORDED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE ORGANIZATION HAS EVALUATED ITS POSITION REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO FEDERAL, STATE, OR LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FROM ITS INCEPTION THROUGH THE YEAR ENDED DECEMBER 31, 2014. ANY INTEREST AND PENALITES ASSESSED BY INCOME TAXING AUTHORITIES ARE NOT SIGNIFICANT AND ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES IN THESE FINANCIAL STATEMENTS AS APPLICABLE. X X 0 0 0 0 0 0 0 0 0 CHARLES GROAT CEO/PRESIDENT 350000 0 0 0 0 0 0 0 0 0 350000 0 0 0 DENISE REED CHIEF SCIENTIST 187000 0 0 0 0 0 0 0 0 0 187000 0 0 0 EHAB MESELHE DIRECTOR OF NATURAL SYSTEM 285750 0 0 0 0 0 0 0 0 0 285750 0 0 0 MARK LEGENDRE CFO & DIRECTOR OF OPERATIO 170500 0 0 0 0 0 0 0 0 0 170500 0 0 0 MEAD ALLSION DIRECTOR OF PHYSICAL PROCE 182700 0 0 0 0 0 0 0 0 0 182700 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO THE CEO/PRESIDENT FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL KEY EMPLOYEES AND OFFICERS ARE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 3832391. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3832391. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 12113. MANAGEMENT AND GENERAL EXPENSES 3343. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15456. FORM 990, PART IX, LINE 24E PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 12620. MANAGEMENT AND GENERAL EXPENSES 6501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19121. MEALS & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 6117. MANAGEMENT AND GENERAL EXPENSES 11478. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17595. PRINTING: PROGRAM SERVICE EXPENSES 2882. MANAGEMENT AND GENERAL EXPENSES 6232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9114. MOVING EXPENSES: PROGRAM SERVICE EXPENSES 5003. MANAGEMENT AND GENERAL EXPENSES 2577. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7580. PUBLICATIONS: PROGRAM SERVICE EXPENSES 4766. MANAGEMENT AND GENERAL EXPENSES 2455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7221. MEETINGS: PROGRAM SERVICE EXPENSES 4404. MANAGEMENT AND GENERAL EXPENSES 1750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6154. POSTAGE: PROGRAM SERVICE EXPENSES 2599. MANAGEMENT AND GENERAL EXPENSES 1505. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4104. SPONSORSHIPS: PROGRAM SERVICE EXPENSES 3500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3500. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1125. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 755. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 755. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 642. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 255. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE REVIEW AND OVERSIGHT OF FORM 990 HAS NOT CHANGED FROM PRIOR YEAR.