INSTITUTE FOR HUMANE STUDIES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR HUMANE STUDIES (EIN 94-1623852)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-02
- IRS object ID
- 201540929349300529
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-02T13:46:34-05:00 | 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 | 941623852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for Humane Studies | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | 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 | 7039934880 | 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 MS 1C5 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,937,932 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theihs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 127 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,465,182 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,823,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $606,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $447,659 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,317 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,137 | CYInvestmentIncomeAmt |
| PY Other Revenue | $186,267 | PYOtherRevenueAmt |
| CY Other Revenue | $58,431 | CYOtherRevenueAmt |
| PY Total Revenue | $11,295,322 | PYTotalRevenueAmt |
| CY Total Revenue | $11,516,759 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $983,054 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $841,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,437,219 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,632,494 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $988,828 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,029,619 | PYOtherExpensesAmt |
| CY Other Expenses | $4,836,424 | CYOtherExpensesAmt |
| PY Total Expenses | $11,449,892 | PYTotalExpensesAmt |
| CY Total Expenses | $11,310,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$154,570 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $205,959 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,392,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,945,849 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $733,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $633,081 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,658,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,312,768 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,174,290 | ExpenseAmt |
| Grant | $27,288 | GrantAmt |
| Revenue | $427,209 | RevenueAmt |
| Desc | In-Person Educational Programs: The Institute's in-person educational programs work to interest and educate a wide range of young people in the ideas of liberty and to identify and evaluate students who have the potential to make contributions to a freer society. The Institute accomplishes this through intensive weekend and multi-day seminars as well as on-campus programs such as sponsored debates and guest lectures. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,841,976 | ExpenseAmt |
| Grant | $796,130 | GrantAmt |
| Revenue | $12,500 | RevenueAmt |
| Desc | Academic Talent Development: The Institute's academic talent-development programs work to develop talented young people who are interested in careers in academia. It accomplishes this through individualized mentoring, online and in-person career development seminars, scholarships, fellowships, research workshops, and strategic grants. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,624,642 | ExpenseAmt |
| Desc | Student Marketing: The student marketing department markets the Institute's programs to students and introduces new audiences to the ideas of liberty through printed materials, e-mails, websites, direct mail, networking, and paid advertisements. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| $1,258,185 | Online Educational Programs: The Institute's online educational programs work to educate a broad base of college students about the ideas of liberty and to encourage interested students to learn more and get active. These programs include production and marketing of short online educational videos, weeklong and multi-week online seminars on specific topics, and websites to distribute online educational content. | ||
| $757,823 | Faculty Development Programs: The Institute's faculty development programs work to help faculty who are interested in the ideas of liberty improve the reach and effectiveness of their teaching, research, and campus activities. It accomplishes this through teaching workshops, policy research workshops, small grants for campus activities, and connecting scholars to research opportunities. | $18,464 | |
| $947,896 | Public Affairs: The public affairs program seeks to inform alumni, faculty, and supporters about the efforts of the Institute and build communication that develops a network of individuals interested in liberty. | $7,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,963,904 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $18,464 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $7,950 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,604,812 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 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 | 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 | 210 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 127 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | 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 | PA | 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 Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| Charles G Koch | |||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tyler Cowen | |||||||
| Vice-Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James Arthur Pope | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Humphreys | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard H Fink | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Beaulier | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Blundell | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tim Browne | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Coyne | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kristina Kendall | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Todd Zywicki | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jerome Fullinwider | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Craig Johnson | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marty Zupan | |||||||
| President | 40.00 | Yes (X) | $301,587 | $0 | $5,126 | ||
| Ronald Chad Thevenot | |||||||
| Executive Director/ COO | 40.00 | Yes (X) | $202,500 | $0 | $13,596 | ||
| Gary Leff | |||||||
| Secretary/Treasurer | 20.00 | Yes (X) | $107,500 | $0 | $5,262 | ||
| Leonard Liggio | |||||||
| Distinguished Senior Scholar | 8.00 | Yes (X) | $92,340 | $0 | $5,003 | ||
| Jennifer Thompson | |||||||
| Senior Director of Programs | 40.00 | $157,500 | $0 | $13,596 | Yes (X) | ||
| Brian Durocher | |||||||
| Sr Director of Brand Strategy & Comm. | 40.00 | $156,250 | $0 | $5,030 | Yes (X) | ||
| Scott Barton | |||||||
| Senior Director of Online Programs | 40.00 | $122,500 | $0 | $5,030 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,140,177 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,643 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Berman and Company | |||||
| 1090 Vermont Ave NW Ste 800 | Washington | DC | 20005 | Marketing and online advertising | $318,367 |
| Spectrum Inc | |||||
| 8460 G Tyco Road | Vienna | VA | 22183 | Buildout of new office space | $109,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,823,532 | AllOtherContributionsAmt |
| Noncash Contributions | $29,415 | NoncashContributionsAmt |
| Total Contributions | $10,823,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational programs | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $447,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,659 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $447,659 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,897 | TotalRevenueColumnAmt |
| Exclusion | $161,897 | 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 | $445,413 | SecuritiesAmt |
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,173 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,240 | SecuritiesAmt |
| Other | $1,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,240 | TotalRevenueColumnAmt |
| Exclusion | $25,240 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refunds/Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,109 | TotalRevenueColumnAmt |
| Exclusion | $5,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,109 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,516,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,659 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,568 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,588 | TotalAmt |
| Program Services | $33,588 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,144 | TotalAmt |
| Program Services | $742,144 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,150 | TotalAmt |
| Program Services | $66,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,977 | TotalAmt |
| Program Services | $585,728 | ProgramServicesAmt |
| Management And General | $64,007 | ManagementAndGeneralAmt |
| Fundraising | $89,242 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,178,122 | TotalAmt |
| Program Services | $3,289,649 | ProgramServicesAmt |
| Management And General | $377,118 | ManagementAndGeneralAmt |
| Fundraising | $511,355 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,131 | TotalAmt |
| Program Services | $285,537 | ProgramServicesAmt |
| Management And General | $19,404 | ManagementAndGeneralAmt |
| Fundraising | $40,190 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,264 | TotalAmt |
| Program Services | $303,518 | ProgramServicesAmt |
| Management And General | $27,332 | ManagementAndGeneralAmt |
| Fundraising | $39,414 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,153 | TotalAmt |
| Program Services | $33,898 | ProgramServicesAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,402 | TotalAmt |
| Program Services | $976,444 | ProgramServicesAmt |
| Management And General | $40,116 | ManagementAndGeneralAmt |
| Fundraising | $24,842 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,726 | TotalAmt |
| Program Services | $210,726 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,972 | TotalAmt |
| Program Services | $279,288 | ProgramServicesAmt |
| Management And General | $16,285 | ManagementAndGeneralAmt |
| Fundraising | $119,399 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,988 | TotalAmt |
| Program Services | $156,499 | ProgramServicesAmt |
| Management And General | $5,746 | ManagementAndGeneralAmt |
| Fundraising | $6,743 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,257 | TotalAmt |
| Program Services | $502,568 | ProgramServicesAmt |
| Management And General | $29,563 | ManagementAndGeneralAmt |
| Fundraising | $59,126 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,092 | TotalAmt |
| Program Services | $332,480 | ProgramServicesAmt |
| Management And General | $2,505 | ManagementAndGeneralAmt |
| Fundraising | $13,107 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,179 | TotalAmt |
| Program Services | $1,186,468 | ProgramServicesAmt |
| Management And General | $92,511 | ManagementAndGeneralAmt |
| Fundraising | $6,200 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,139 | TotalAmt |
| Program Services | $524,568 | ProgramServicesAmt |
| Management And General | $30,857 | ManagementAndGeneralAmt |
| Fundraising | $61,714 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,961 | TotalAmt |
| Program Services | $17,817 | ProgramServicesAmt |
| Management And General | $1,048 | ManagementAndGeneralAmt |
| Fundraising | $2,096 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| List rental | $52,729 | $47,289 | $5,440 | |
| Miscellaneous expenses | $44,792 | $27,024 | $8,695 | $9,073 |
| Property taxes | $4,034 | $3,429 | $403 | $202 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,310,800 | TotalAmt |
| Program Services | $9,604,812 | ProgramServicesAmt |
| Management And General | $717,160 | ManagementAndGeneralAmt |
| Fundraising | $988,828 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,087 | BOYAmt |
| EOY | $1,708,817 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,724 | BOYAmt |
| EOY | $807,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,792 | BOYAmt |
| EOY | $174,012 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,505 | BOYAmt |
| EOY | $48,996 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,128 | BOYAmt |
| EOY | $75,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,476,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,329,286 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,936 | BOYAmt |
| EOY | $146,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,081,480 | BOYAmt |
| EOY | $1,588,171 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,352 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,324 | BOYAmt |
| EOY | $395,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,328 | BOYAmt |
| EOY | $4,945,849 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,884 | BOYAmt |
| EOY | $65,485 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,000 | BOYAmt |
| EOY | $567,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,884 | BOYAmt |
| EOY | $633,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,741 | BOYAmt |
| EOY | $2,784,103 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,209 | BOYAmt |
| EOY | $1,411,171 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,494 | BOYAmt |
| EOY | $117,494 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,658,444 | BOYAmt |
| EOY | $4,312,768 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,328 | BOYAmt |
| EOY | $4,945,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $205,959 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $448,365 | 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 | $6,324,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,163,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,795,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,465,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,823,532 | CurrentTaxYearAmt |
| Total | $46,572,368 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,324,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,163,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,795,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,465,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,823,532 | CurrentTaxYearAmt |
| Total | $46,572,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,972,850 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,599,518 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,219 | CurrentTaxYearAmt |
| Total | $747,734 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,109 | CurrentTaxYearAmt |
| Total | $81,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,401,262 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,822,969 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62380 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,851 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $596 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $120,447 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,264 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $587 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $119,851 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,671 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $593 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $119,264 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,930 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $741 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,671 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,343 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $587 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $117,930 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02450 | 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 | $125,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,351,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,204,286 | DepreciationAmt |
| Book Value | $146,981 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $146,981 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from affiliate | Desc |
| Book Value | $395,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $395,792 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gift annuities | $486,005 |
| Deferred rent | $81,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $567,596 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,965,124 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $448,365 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $448,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,516,759 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,516,759 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,310,800 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,310,800 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,310,800 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. |
| Part X, Line 2: | The Institute did not have any significant uncertain tax positions at August 31, 2014 and 2013. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | $100 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | $4,250 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | $46,100 |
| North America | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | $15,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $66,150 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $66,150 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Fellowship for students attending graduate school, 1 Guatemala | Central America and the Caribbean | 1 | $100 | Check or wire | $0 | N/A | N/A |
| Fellowship for students attending graduate school, 1 Australia, 2 China | East Asia and the Pacific | 3 | $4,250 | Check or wire | $0 | N/A | N/A |
| Fellowship for students attending graduate school, 1 Croatia, 1 Finland, 1 France, 3 Germany, 4 Italy, 1 Poland, 1 Portugal, 1 Spain, 19 UK | Europe (Including Iceland & Greenland) | 32 | $46,100 | Check or wire | $0 | N/A | N/A |
| Fellowship for students attending graduate school, 12 Canada | North America | 12 | $15,700 | Check or wire | $0 | N/A | N/A |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. |
| Part I, line 3: | Grants are accounted for by the organization on the accrual method of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Liberty University Research Corp | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 University Drive College Union | AddressLine1 |
| Address Line2 | Box 129 | AddressLine2 |
| City | West Liberty | City |
| State | WV | State |
| ZIP Code | 26074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 272196294 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $5,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | Student development/education | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships for qualified education expenses | 344 | $723,680 | $0 | N/A | N/A |
| Student development/education grants | 95 | $18,464 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | George Mason University is an organizational grant recipient. The organizational grant is monitored via GMU's online course catalogue, which indicates that the supported course is in fact offered, and contact with the Department of Economics to identify course enrollment. The rest of the grants are to individuals, and they are required to document their actual expenses and participation in programs for which funds are awarded. | ExplanationTxt |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marty Zupan | ||||||||||||||
| President | $166,587 | $0 | $135,000 | $0 | $0 | $0 | $0 | $0 | $5,126 | $0 | $306,713 | $0 | $0 | $0 |
| Ronald Chad Thevenot | ||||||||||||||
| Executive Director/ COO | $127,500 | $0 | $75,000 | $0 | $0 | $0 | $0 | $0 | $13,596 | $0 | $216,096 | $0 | $0 | $0 |
| Jennifer Thompson | ||||||||||||||
| Senior Director of Programs | $142,500 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $13,596 | $0 | $171,096 | $0 | $0 | $0 |
| Brian Durocher | ||||||||||||||
| Sr Director of Brand Strategy & Comm | $146,250 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $5,030 | $0 | $161,280 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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. |
| Form 990, Part VI, Section B, line 11 | Draft 990 is prepared by the independent accountants and provided to the Vice 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 Institute'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. The Board of Directors will review any conflicts and take necessary action. |
| Form 990, Part VI, Section B, line 15 | Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. |
| Form 990, Part VI, Section C, line 19 | The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. |
| Form 990, Part XII, Line 2c: | The Institute's Board of Directors assumes responsibility for oversight of the audit, including selection of independent accountant. This process is consistent with prior years. |