MERCATUS CENTER INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MERCATUS CENTER INC (EIN 54-1436224)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-02
- IRS object ID
- 201540929349300424
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-02T13:30:49-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1 |
| City | Vienna | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541436224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mercatus Center Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 7039934930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd 4th Floor | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Leff | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7039934930 | PhoneNum |
| Signature | 2015-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2015-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary Leff | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd 4th Floor | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,206,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mercatus.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | To bridge the gap between academic research and public policy problems. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,259,316 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,389,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,686 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $231,490 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,006 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $193,813 | PYOtherRevenueAmt |
| CY Other Revenue | $57,854 | CYOtherRevenueAmt |
| PY Total Revenue | $16,530,821 | PYTotalRevenueAmt |
| CY Total Revenue | $20,685,660 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,436,906 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,931,566 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,878,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,717,053 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,404,158 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,394,513 | PYOtherExpensesAmt |
| CY Other Expenses | $6,859,607 | CYOtherExpensesAmt |
| PY Total Expenses | $13,710,020 | PYTotalExpensesAmt |
| CY Total Expenses | $18,508,226 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,820,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,177,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,124,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,916,983 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,732,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,350,358 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,392,431 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,566,625 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Center educates students and is an organization that uses sound interdisciplinary research and application in the human sciences that integrates theory and practice to develop insights and tools that can sustainably advance a free, prosperous, and civil society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,920,024 | ExpenseAmt |
| Grant | $250 | GrantAmt |
| Desc | Regulatory and Government Accountability Studies - Works within the university setting to improve the state of knowledge about regulations and their impact on society, and about the relationship between transparent and accountable processes and outcomes. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,638,283 | ExpenseAmt |
| Grant | $1,772,392 | GrantAmt |
| Desc | Student Programs - Support Graduate Students at George Mason University, training future scholars and decision-makers to advance and apply a research agenda for understanding institutions and change. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,824,806 | ExpenseAmt |
| Desc | Communications - Improves the effectiveness of Mercatus outreach efforts, raises its public profile, and promotes its research and ideas to media and opinion shapers. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $685,758 | $12,100 | Social Change - The students research efforts are directed toward generating knowledge and understanding about the institutions that affect the freedom to prosper. | |
| $1,621,191 | Outreach - Brings education in economic ideas to key decision-makers in the public policy process. | ||
| $1,273,126 | Public Affairs - Seeks to inform alumni, faculty, and supporters about the efforts of the Center and build communication that develops a network of individuals interested in liberty. | ||
| $1,095,569 | $136,824 | University Research & Teaching - Supports academic research and faculty activities at George Mason University to advance and apply a research agenda for understanding institutions and change. | |
| $650,409 | $10,000 | Other - Other programs that help to further accomplish the Center's exempt purpose. | $231,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,326,053 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $158,924 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $231,490 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,709,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 273 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 110 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039934930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd 4th Floor | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Tyler Cowen | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Charles G Koch | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard H Fink | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Vernon Smith | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Manuel H Johnson | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Atkinson | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edwin Meese | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Menlo Smith | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Boudreaux | |||||||
| Director beginnning 8/1/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Chamlee-Wright | |||||||
| Director beginnning 8/1/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Hooks | |||||||
| Director beginnning 8/1/14 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Hooks | |||||||
| COO though 6/30/14 | 40.00 | Yes (X) | $302,500 | $0 | $11,559 | ||
| Gary Leff | |||||||
| Treasurer | 20.00 | Yes (X) | $107,500 | $0 | $5,262 | ||
| Colleen M Morretta | |||||||
| Secretary through 6/26/14 | 10.00 | Yes (X) | $17,000 | $0 | $0 | ||
| Carrie Conko | |||||||
| Sr. VP/ Secretary beginning 6/26/14 | 40.00 | Yes (X) | $213,750 | $0 | $4,740 | ||
| Dan Rothschild | |||||||
| COO beginning 6/30/14 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Williams | |||||||
| Vice President, Policy Research | 40.00 | $220,000 | $0 | $4,740 | Yes (X) | ||
| Veronique de Rugy | |||||||
| Senior Research Fellow | 40.00 | $214,775 | $0 | $4,740 | Yes (X) | ||
| Virgil Storr | |||||||
| Senior Research Fellow | 40.00 | $200,000 | $0 | $6,471 | Yes (X) | ||
| Jerome Ellig | |||||||
| Senior Research Fellow | 40.00 | $185,000 | $0 | $5,541 | Yes (X) | ||
| James Musser | |||||||
| Vice President | 40.00 | $176,250 | $0 | $4,740 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,636,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Meredith & Associates | |||||
| 22780 Indian Creek Drive Suite 100 | Dulles | VA | 20166 | Prospecting and hosefile mailings | $185,963 |
| Phase2 Technology LLC | |||||
| 1330 Braddock Place 7th Floor | Alexandria | VA | 22314 | Website design, maintenance and support | $119,809 |
| Steven Gordon | |||||
| 1050 N Stuart Street Apt 700 | Arlington | VA | 22201 | IT support | $111,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,389,569 | AllOtherContributionsAmt |
| Noncash Contributions | $1,651,072 | NoncashContributionsAmt |
| Total Contributions | $20,389,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Conferences/ events | 611710 | $227,653 | $227,653 |
| Publications | 511120 | $3,837 | $3,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $231,490 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,908 | TotalRevenueColumnAmt |
| Exclusion | $3,908 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,322 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,322 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,322 | TotalRevenueColumnAmt |
| Exclusion | $53,322 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $523,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $521,110 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,839 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,839 | TotalRevenueColumnAmt |
| Exclusion | $2,839 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Other receipts/reimbursements | 900099 | $3,785 | $3,785 |
| List rental | 900099 | $747 | $747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,532 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,685,660 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $231,490 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,566 | TotalAmt |
| Program Services | $1,930,566 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,463 | TotalAmt |
| Program Services | $516,099 | ProgramServicesAmt |
| Management And General | $76,134 | ManagementAndGeneralAmt |
| Fundraising | $51,230 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,929,934 | TotalAmt |
| Program Services | $6,350,777 | ProgramServicesAmt |
| Management And General | $948,237 | ManagementAndGeneralAmt |
| Fundraising | $630,920 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,715 | TotalAmt |
| Program Services | $468,259 | ProgramServicesAmt |
| Management And General | $46,025 | ManagementAndGeneralAmt |
| Fundraising | $45,431 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,941 | TotalAmt |
| Program Services | $473,571 | ProgramServicesAmt |
| Management And General | $60,500 | ManagementAndGeneralAmt |
| Fundraising | $49,870 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953 | TotalAmt |
| Management And General | $953 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,995 | TotalAmt |
| Management And General | $16,995 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,141,807 | TotalAmt |
| Program Services | $2,025,279 | ProgramServicesAmt |
| Management And General | $66,388 | ManagementAndGeneralAmt |
| Fundraising | $50,140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,651 | TotalAmt |
| Program Services | $60,651 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,148 | TotalAmt |
| Program Services | $512,269 | ProgramServicesAmt |
| Management And General | $19,215 | ManagementAndGeneralAmt |
| Fundraising | $343,664 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,324 | TotalAmt |
| Program Services | $1,085,405 | ProgramServicesAmt |
| Management And General | $62,632 | ManagementAndGeneralAmt |
| Fundraising | $122,287 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,618 | TotalAmt |
| Program Services | $332,875 | ProgramServicesAmt |
| Management And General | $19,581 | ManagementAndGeneralAmt |
| Fundraising | $39,162 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,492 | TotalAmt |
| Program Services | $458,069 | ProgramServicesAmt |
| Management And General | $9,064 | ManagementAndGeneralAmt |
| Fundraising | $6,359 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,135 | TotalAmt |
| Program Services | $1,104,613 | ProgramServicesAmt |
| Management And General | $18,781 | ManagementAndGeneralAmt |
| Fundraising | $741 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,354 | TotalAmt |
| Program Services | $330,951 | ProgramServicesAmt |
| Management And General | $19,468 | ManagementAndGeneralAmt |
| Fundraising | $38,935 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,689 | TotalAmt |
| Program Services | $15,886 | ProgramServicesAmt |
| Management And General | $934 | ManagementAndGeneralAmt |
| Fundraising | $1,869 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $47,908 | $32,209 | $7,199 | $8,500 |
| Employee recruiting | $27,224 | $4,771 | $22,453 | |
| List rental | $14,455 | $90 | $14,365 | |
| Property taxes | $6,854 | $5,826 | $343 | $685 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,508,226 | TotalAmt |
| Program Services | $15,709,166 | ProgramServicesAmt |
| Management And General | $1,394,902 | ManagementAndGeneralAmt |
| Fundraising | $1,404,158 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,719,918 | BOYAmt |
| EOY | $5,568,818 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,647,726 | BOYAmt |
| EOY | $7,155,106 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,328 | BOYAmt |
| EOY | $27,527 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,516 | BOYAmt |
| EOY | $121,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,613,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,640,279 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,404 | BOYAmt |
| EOY | $973,158 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,980 | BOYAmt |
| EOY | $70,698 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,652 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,124,524 | BOYAmt |
| EOY | $13,916,983 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,052 | BOYAmt |
| EOY | $861,834 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,667,536 | BOYAmt |
| EOY | $2,996,859 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,505 | BOYAmt |
| EOY | $491,665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,732,093 | BOYAmt |
| EOY | $4,350,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,006,368 | BOYAmt |
| EOY | $9,187,980 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,063 | BOYAmt |
| EOY | $378,645 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,392,431 | BOYAmt |
| EOY | $9,566,625 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,124,524 | BOYAmt |
| EOY | $13,916,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,177,434 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,240 | 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 | $8,042,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,602,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,664,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,259,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,389,569 | CurrentTaxYearAmt |
| Total | $69,958,339 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,042,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,602,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,664,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,259,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,389,569 | CurrentTaxYearAmt |
| Total | $69,958,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,598,662 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,359,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,230 | CurrentTaxYearAmt |
| Total | $494,495 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,532 | CurrentTaxYearAmt |
| Total | $106,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,559,400 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $304,176 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58340 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,903 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,610,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,637,376 | DepreciationAmt |
| Book Value | $973,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $973,158 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gift annuities | $95,923 |
| Due to affiliate | $395,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $491,665 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,283,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,240 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $600,628 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $597,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,685,660 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,685,660 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,108,854 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $600,628 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $600,628 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,508,226 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,508,226 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Center did not have any significant uncertain tax positions at August 31, 2014 and 2013. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| George Mason University | |||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | 501(c)(3) | $1,809,833 | N/A | N/A | General support-See Part IV |
| Atlas Economic Research Foundation | |||||||||
| 1201 L Street NW 2nd Fl | Washington | DC | 20005 | 942763845 | 501(c)(3) | $10,000 | N/A | N/A | General support |
| George Mason University Foundation | |||||||||
| 4400 University Drive MSN 1A3 | Fairfax | VA | 220304444 | 541603842 | 501(c)(3) | $98,324 | N/A | N/A | General support-See Part IV |
| Talent Market LLC (a dba of Donors Trust Inc) | |||||||||
| 109 N Henry St | Alexandria | VA | 22314 | 522166327 | 501(c)(3) | $10,000 | N/A | N/A | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Faculty awards are given to those Center faculty members who are in good standing at the George Mason University and who actively engage in original research. Research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products. |
| Schedule I, Part I, Line 1(h): | Grants were given to the George Mason University for the following purposes: to provide general support for the mission and activities of the George Mason University Foundation; to provide support for research by faculty members in economics; to support student tuition in the Department of Economics; to support student stipends in the Department of Economics; and for summer support and course buyouts for faculty members in economics. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Hooks | ||||||||||||||
| COO though 6/30/14 | $162,500 | $0 | $140,000 | $0 | $0 | $0 | $0 | $0 | $11,559 | $0 | $314,059 | $0 | $0 | $0 |
| Carrie Conko | ||||||||||||||
| Sr. VP/ Secretary beginning 6/26/14 | $163,750 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 | $4,740 | $0 | $218,490 | $0 | $0 | $0 |
| Richard Williams | ||||||||||||||
| Vice President, Policy Research | $170,000 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 | $4,740 | $0 | $224,740 | $0 | $0 | $0 |
| Veronique de Rugy | ||||||||||||||
| Senior Research Fellow | $162,500 | $0 | $52,275 | $0 | $0 | $0 | $0 | $0 | $4,740 | $0 | $219,515 | $0 | $0 | $0 |
| Virgil Storr | ||||||||||||||
| Senior Research Fellow | $150,000 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 | $6,471 | $0 | $206,471 | $0 | $0 | $0 |
| Jerome Ellig | ||||||||||||||
| Senior Research Fellow | $150,000 | $0 | $35,000 | $0 | $0 | $0 | $0 | $0 | $5,541 | $0 | $190,541 | $0 | $0 | $0 |
| James Musser | ||||||||||||||
| Vice President | $131,250 | $0 | $45,000 | $0 | $0 | $0 | $0 | $0 | $4,740 | $0 | $180,990 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $522,068 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Software | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,129,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Retail Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Richard Fink is Executive Vice President of Koch Industries, Inc. Charles G. Koch is Chairman and CEO of Koch Industries, Inc. Brian Hooks is the President of the Charles Koch Foundation. |
| Form 990, Part VI, Section B, line 11 | A draft of the Form 990 is prepared by the independent accountants and provided to the Chairman of the Board for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts and potential conflicts of interest are described in the Center's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. |
| Form 990, Part VI, Section B, line 15 | Officer compensation is set annually by a vote of the Executive Committee of the Board of Directors. Decisions are documented by the Executive Committee and provided to the organization. The committee considers employee performance, their knowledge of non-profit practices, and comparability data. |
| Form 990, Part VI, Section C, line 19 | The Organization's makes its financial statements and governing documents available upon request to those deemed to have a bona fide business purpose which advances the exempt purpose of the organization. |
| Form 990, Part IX, line 11g | Other professional fees: Program service expenses 636,084. Management and general expenses 32,548. Fundraising expenses 40,062. Total expenses 708,694. Honoraria: Program service expenses 1,389,195. Management and general expenses 33,840. Fundraising expenses 10,078. Total expenses 1,433,113. |
| Form 990, Part XII, Line 2c: | The Center's Board of Directors assumes responsibility for oversight of the audit, including selection of independent accountants. This process is consistent with prior years. |