AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT OF OBJECTIVISM (EIN 22-2570926)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-13
- IRS object ID
- 201420449349302292
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T15:59:58-08:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White Nelson Diehl Evans LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 Michelle Drive Suite 300 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222570926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ayn Rand Institute The Center for | BusinessNameLine1 |
| Business Name Line2 | The Advancement of Objectivism | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AYNR | NameControl |
| Phone | 9492226550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Alton Parkway Suite 250 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Yaron Brook | Name |
| Title | President & Dir | Title |
| Date Signed | 2014-02-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael R Ludin CPA | Name |
| PTIN | P00011248 | PTIN |
| Phone | 7149781300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Yaron Brook | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Alton Parkway Suite 250 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10789738 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.aynrand.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | To increase readership and understanding of Ayn Rand's works and to find and train the new intellectuals to teach her philosophy of objectivism. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Nbr Volunteers | 66 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 7360267 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9955220 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 686709 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 423689 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 579 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19966 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20288 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30946 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8067843 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10429821 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 320720 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 922301 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4545332 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4886078 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 876565 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5096250 | OtherExpensePriorYear |
| Other Expenses Current Year | 4780174 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9962302 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10588553 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1894459 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -158732 | RevenuesLessExpensesCY |
| Total Assets BOY | 7777069 | TotalAssetsBOY |
| Total Assets EOY | 7783196 | TotalAssetsEOY |
| Total Liabilities BOY | 5226940 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5388908 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2550129 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2394288 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To foster a growing awareness, understanding and acceptance of Ayn Rand's revolutionary philosophy, Objectivism, in order to create a culture whose guiding principles are reason, rational self-interest, and laissez-faire capitalism, a culture in which individuals are free to pursue their own happiness. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4254602 | Expense |
| Grants | 656758 | Grants |
| Revenue | 63582 | Revenue |
| Description | Public Outreach - Planned and initiated a complete overhaul of ARI's digital presence, scheduled for roll-out in early 2014. Arranged more than 100 public appearances and 172 TV/radio interviews for ARI speakers, and published 18 op-eds. Supported the off-Broadway production of Austin Shakespeare's Anthem. Published 12 monthly newsletters and made them available to the public on our website. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2388760 | Expense |
| Grants | 145504 | Grants |
| Revenue | 14142 | Revenue |
| Description | Education & Research: The Objectivist Academic Center (OAC) graduated 13 students from the new one-year Core Course and 9 from the old four-year Core Program, and continued to offer an advanced training program to selected graduates. Offered 29 students a three-week internship experience, including seminars and one-on-one tutorials. Participated in several sessions at the annual Association for Private Enterprise Education conference along with multiple other conference appearances. Distributed more than 7,000 books to young people at free market organizations. ARI Campus continued to offer online courses from beginner to advanced levels on Ayn Rands fiction works and on her philosophy and its application. The courses are free and open to anyone interested in Ayn Rands ideas. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1585739 | Expense |
| Grants | 119714 | Grants |
| Revenue | 4470 | Revenue |
| Description | Essay Contests & Free Books to Teachers: Donated 418,000 free copies of Ayn Rands books to high school and middle school teachers and students. Held four essay contests on Ayn Rands novels, which drew more than 26,000 entries. Provided support to dozens of Objectivist campus clubs, including providing speakers for 21 campus events. Study materials and lesson plans were provided to teachers. Attended ten educational conferences as part of teacher outreach activities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1039517 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 325 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 372066 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9268618 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 156 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Julie Ferguson | NamePerson |
| Telephone Number | 9492226550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Alton Parkway Suite 250 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Yaron Brook | ||||||||
| President & Dir | 45.00 | 5.00 | X | X | 383768 | 0 | 24643 | |
| Tara Smith | ||||||||
| Director | 2.00 | 0.00 | X | 7350 | 0 | 0 | ||
| Arline Mann | ||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Peter Leport | ||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Harry Binswanger | ||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Michael S Berliner | ||||||||
| Director | 2.00 | 0.00 | X | 3061 | 0 | 0 | ||
| Carl Barney | ||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jerelyn Eagan | ||||||||
| COO/ Secretary | 45.00 | 0.00 | X | 112500 | 0 | 0 | ||
| Onkar Ghate | ||||||||
| VP Intellectual | 45.00 | 0.00 | X | 144215 | 0 | 10693 | ||
| Debi Ghate | ||||||||
| VP of Education | 45.00 | 10.00 | X | 169376 | 0 | 15252 | ||
| Julie Ferguson | ||||||||
| VP of Bus. Oper | 45.00 | 0.00 | X | 154814 | 0 | 30205 | ||
| Rachel Knapp | ||||||||
| Treasurer | 45.00 | 0.00 | X | 81004 | 0 | 10089 | ||
| Mark Chapman | ||||||||
| VP. Development | 45.00 | 0.00 | X | 313015 | 0 | 12766 | ||
| Katherine Cross | ||||||||
| Gift & Estate Plan | 45.00 | 0.00 | 112228 | 0 | 18508 | X | ||
| Duane Knight | ||||||||
| Development Mgr | 45.00 | 0.00 | 137186 | 0 | 12766 | X | ||
| Anu Seppala | ||||||||
| Dir. of Outreach | 45.00 | 0.00 | 137519 | 0 | 12181 | X | ||
| Linda Zinser | ||||||||
| Dir. of Outreach | 45.00 | 0.00 | 140028 | 0 | 14834 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1896064 | TotalReportableCompFromOrg |
| Total Other Compensation | 161937 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Westamerica Graphics | |||||
| 19682 Descartes | Foothill Ranch | CA | 92610 | Printing Services | 193277 |
| Specialized Marketing Services | |||||
| 3421 W Segerstrom Ave | Santa Ana | CA | 92704 | Mailing and Database | 179931 |
| Lab 305 LLC | |||||
| 60 Algonquin Dr | Natick | MA | 01760 | Programming services | 144600 |
| Emerge Partners Inc | |||||
| 277 Alexander St Ste 400 | Rochester | NY | 14607 | Website Design | 104534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 616994 | FundraisingEvents |
| All Other Contributions | 9338226 | AllOtherContributions |
| Noncash Contributions | 1468926 | NoncashContributions |
| Total Contributions | 9955220 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 611710 | 3750 | 3750 |
| Professional Outreach | 611710 | 8157 | 8157 |
| Conference | 611710 | 270732 | 270732 |
| Book | 451211 | 141050 | 141050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 423689 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20341 | TotalRevenueColumn |
| Exclusion | $20,341 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30946 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30946 | RelatedOrExemptFunctionIncome |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 280536 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 280536 | Securities |
| Other | 375 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -375 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -375 | TotalRevenueColumn |
| Related Or Exempt Function Income | -375 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 79006 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 616994 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 79006 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10429821 | TotalRevenueColumn |
| Related Or Exempt Function Income | 454260 | RelatedOrExemptFunctionIncome |
| Exclusion | $20,341 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512384 | Total |
| Program Services | 512384 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241157 | Total |
| Program Services | 241157 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168760 | Total |
| Program Services | 168760 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1348365 | Total |
| Program Services | 1062927 | ProgramServices |
| Management And General | 160599 | ManagementAndGeneral |
| Fundraising | 124839 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375846 | Total |
| Program Services | 375846 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514605 | Total |
| Program Services | 2154675 | ProgramServices |
| Management And General | 47690 | ManagementAndGeneral |
| Fundraising | 312240 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48492 | Total |
| Program Services | 42275 | ProgramServices |
| Fundraising | 6217 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282057 | Total |
| Program Services | 241728 | ProgramServices |
| Management And General | 7442 | ManagementAndGeneral |
| Fundraising | 32887 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316713 | Total |
| Program Services | 267490 | ProgramServices |
| Management And General | 16157 | ManagementAndGeneral |
| Fundraising | 33066 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35258 | Total |
| Program Services | 10033 | ProgramServices |
| Management And General | 15154 | ManagementAndGeneral |
| Fundraising | 10071 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51724 | Total |
| Management And General | 27662 | ManagementAndGeneral |
| Fundraising | 24062 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107977 | Total |
| Program Services | 106504 | ProgramServices |
| Fundraising | 1473 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50537 | Total |
| Program Services | 44445 | ProgramServices |
| Management And General | 1987 | ManagementAndGeneral |
| Fundraising | 4105 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20292 | Total |
| Program Services | 18728 | ProgramServices |
| Fundraising | 1564 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643711 | Total |
| Program Services | 572172 | ProgramServices |
| Management And General | 37942 | ManagementAndGeneral |
| Fundraising | 33597 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296650 | Total |
| Program Services | 186098 | ProgramServices |
| Management And General | 8219 | ManagementAndGeneral |
| Fundraising | 102333 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21704 | Total |
| Program Services | 14259 | ProgramServices |
| Management And General | 4222 | ManagementAndGeneral |
| Fundraising | 3223 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13142 | Total |
| Program Services | 11810 | ProgramServices |
| Management And General | 603 | ManagementAndGeneral |
| Fundraising | 729 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76151 | Total |
| Program Services | 71391 | ProgramServices |
| Management And General | 2099 | ManagementAndGeneral |
| Fundraising | 2661 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20494 | Total |
| Program Services | 954 | ProgramServices |
| Management And General | 19540 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 194715 | 158631 | 478 | 35606 |
| books | 324673 | 310892 | 7360 | 6421 |
| Postage and Shipping | 387861 | 371569 | 2395 | 13897 |
| Outside Services | 1734174 | 1711069 | 8495 | 14610 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801111 | Total |
| Program Services | 612821 | ProgramServices |
| Management And General | 75326 | ManagementAndGeneral |
| Fundraising | 112964 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10588553 | Total |
| Program Services | 9268618 | ProgramServices |
| Management And General | 443370 | ManagementAndGeneral |
| Fundraising | 876565 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31153 | Total |
| Program Services | 24148 | ProgramServices |
| Fundraising | 7005 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1152991 | BOY |
| EOY | 465491 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2208474 | BOY |
| EOY | 1500448 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139139 | BOY |
| EOY | 85604 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60021 | BOY |
| EOY | 57027 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 441141 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 266988 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232735 | BOY |
| EOY | 174153 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270768 | BOY |
| EOY | 234669 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3712941 | BOY |
| EOY | 5265804 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7777069 | BOY |
| EOY | 7783196 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2423797 | BOY |
| EOY | 1945078 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166803 | BOY |
| EOY | 149519 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2636340 | BOY |
| EOY | 3294311 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5226940 | BOY |
| EOY | 5388908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1796259 | BOY |
| EOY | -1315645 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4346388 | BOY |
| EOY | 3709933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550129 | BOY |
| EOY | 2394288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7777069 | BOY |
| EOY | 7783196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -158732 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2891 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6626805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12601989 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8518372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8067843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10030251 | CurrentTaxYear |
| Total | 45845260 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6626805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12601989 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8518372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8067843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10030251 | CurrentTaxYear |
| Total | 45845260 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 17204251 | AmountsSubstContributorsTotal |
| Public Support Total170 | 28641009 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -20625 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1204 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20341 | CurrentTaxYear |
| Total | 977 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36018 | CurrentTaxYear |
| Total | 56162 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 45902399 | TotalSupport |
| Gross Receipts From Admissions Etc | 416862 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.62700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 145404 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3302 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7566 | GrantsOrScholarships |
| Administrative Expenses | 2948 | AdministrativeExpenses |
| End Of Year Balance | 138192 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125267 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 30132 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7284 | GrantsOrScholarships |
| Administrative Expenses | 2711 | AdministrativeExpenses |
| End Of Year Balance | 145404 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138812 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -10615 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2930 | AdministrativeExpenses |
| End Of Year Balance | 125267 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148231 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -794 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7409 | GrantsOrScholarships |
| Administrative Expenses | 1216 | AdministrativeExpenses |
| End Of Year Balance | 138812 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148231 | BeginningOfYearBalance |
| End Of Year Balance | 148231 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134700 | OtherCostOrOtherBasis |
| Depreciation | 54748 | Depreciation |
| Book Value | 79952 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 243135 | OtherCostOrOtherBasis |
| Depreciation | 161426 | Depreciation |
| Book Value | 81709 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63306 | OtherCostOrOtherBasis |
| Depreciation | 50814 | Depreciation |
| Book Value | 12492 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 174153 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Real Estate Investments for Sale | 1246261 |
| Investments - Split-Interest Agreements | 3178357 |
| Deposits and Other Assets | 81620 |
| Beneficial Interest in Trust | 248698 |
| Beneficial Interest in Insurance Policy | 510868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5265804 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Notes Payable | $110,000 |
| Loan Payable-Donor | $4,500 |
| Gift Annuity Obligation | $2,579,811 |
| BB&T Credit Line Payable | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3294311 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 10606369 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2891 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 94651 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 97542 | RevenueNotRptdF990 |
| Revenue Subtotal | 10508827 | RevenueSubtotal |
| Other Revenues Not Included | -79006 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -79006 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10429821 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10762210 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 84151 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 89506 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 173657 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10588553 | ExpensesSubtotal |
| Total Expenses Per Form990 | 10588553 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Special Event Expenses $89506 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The organization intends to use the endowment funds for grants and scholarships. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The Ayn Rand archives consist of two major holdings: The Ayn Rand Papers and The Special Collections.The Ayn Rand Papers comprises the personal papers and effects left by Ayn Rand at her death in 1982. This collection includes manuscripts, notes and outlines, business and personal correspondence, philosophic journals, research files, marginalia, clippings, photographs, calendars, address books, phonograph records, memorabilia, and recorded interviews and speeches. Also included is microfilm of The Ayn Rand Papers at the Library of Congress. These papers are drafts, typescripts and galleys of her novella, Anthem, and her three novels, We The Living, The Fountainhead, and Atlas Shrugged, plus some administrative material.The Special Collections is an ongoing collection of Ayn Rand-related material acquired since her death. It includes recordings of Ayn Rand's radio programs, lectures and interviews, oral history interviews, Russian academic and legal documents, translations of her work, biographical and philosophical articles about Ayn Rand, reviews and press mentions, screenplays, correspondence, objectivist periodicals, and materials from objectivist organizations.The Ayn Rand Archives procures, preserves, and provides access to Ayn Rand's personal papers and related documents. |
| Part III, Line 1a | Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | The institute has collections that are housed in the Ayn Rand Archives. These collections include the Ayn Rand Papers as well as other artifacts of historical significance and works of arts. In accordance with accounting principles generally accepted in the United States of America, these items are not capitalized on the financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| East Asia | 0 | 0 | Grants | 1000 | |
| South Asia | 0 | 0 | Grants | 3000 | |
| North America | 0 | 0 | Program Service | 1000 | Seminars/Conferences |
| Middle East/N. Africa | 0 | 0 | Grants | 100000 | |
| Europe | 0 | 0 | Program Service | 3000 | Seminars/Conferences |
| Central America Caribbean | 0 | 0 | Program Service | 3000 | Seminars/Conferences |
| North America | 0 | 0 | Grants | 15000 | |
| Europe | 0 | 0 | Grants | 49000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 175000 | SubtotalAmountSpent |
| Total Amount Spent | 175000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Middle East | Outreach | 100000 | Wire Trans. |
| Europe | Lecture | 40000 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS (11 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Travel | North America | 1 | 1199 | Electronic Fund |
| Travel | Europe | 1 | 1569 | Electronic Fund |
| Travel | East Asia & Pacific | 1 | 100 | Check |
| Scholarship | Europe | 1 | 2947 | Electronic Fund |
| Essay Contest Prizes | South Asia | 5 | 3175 | Check |
| Essay Contest Prizes | North America | 51 | 14265 | Check |
| Essay Contest Prizes | Europe | 7 | 400 | Check |
| Essay Contest Prizes | East Asia & Pacific | 6 | 555 | Check |
| Essay Contest Prizes | Central America | 1 | 50 | Check |
| Course Grant | Europe | 1 | 500 | Electronic Fund |
| Book Grant | Europe | 1 | 4000 | Electronic Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used in Foreign Country | Identifier |
| Explanation | Procedures vary depending on the type of grant. Scholarship and essay contest prizes do not require monitoring, as there are no ongoing conditions after the scholarship/prize is awarded. Grantee organizations will generally submit quarterly reports on activities and progress. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY Dinner | NameOfEvent1 |
| Gross Receipts Event1 | 447500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 389053 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 58447 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 21241 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 37206 | FoodAndBeverageEvent1 |
| Name Of Event2 | IL Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 248500 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 227941 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20559 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 8959 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 11600 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 696000 | GrossReceiptsTotal |
| Charitable Contributions Total | 616994 | CharitableContributionsTotal |
| Gross Revenue Total Events | 79006 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 30200 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 48806 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 79006 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TU Publications Inc | |||||||
| 548 Market St Ste 38919 | San Francisco | CA | 94104 | 205123876 | 11115 | 0 | Student conference |
| Austin Shakespeare | |||||||
| 701 Tillery St 9 | Austin | TX | 78702 | 742420367 | 500000 | 0 | Off-Broadway play of Rand's Novel |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Travel Grant | 42 | 19808 | 2285 | COST | Food & Lodging at Seminar |
| Scholarship | 4 | 11787 | |||
| Research Grant | 1 | 26500 | |||
| Intern Grant | 30 | 35450 | |||
| Essay Contest Prizes | 608 | 91885 | |||
| Conference scholarships | 6 | 5042 | COST | Food & Lodging at Conference | |
| Book Grant | 2 | 47500 | |||
| Application Grant | 2 | 900 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Procedures vary depending on the type of grant. Scholarships and essay contest prizes do not require monitoring, as there are no ongoing conditions after the scholarship/prize is awarded. Long-term grants such as book grants are reviewed at least annually, depending on the grant terms. Such grantees are generally required to submit regular progress reports, typically on a quarterly basis. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | true | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|---|---|
| Yaron Brook | ||||||
| President & Dir | 273768 | 110000 | 3000 | 21643 | 408411 | |
| Onkar Ghate | ||||||
| VP Intellectual | 119715 | 24000 | 3000 | 7693 | 154908 | 500 |
| Mark Chapman | ||||||
| VP. Development | 225544 | 87471 | 3000 | 9766 | 325781 | |
| Linda Zinser | ||||||
| Dir. of Outreach | 122464 | 17564 | 14834 | 154862 | ||
| Julie Ferguson | ||||||
| VP of Bus. Oper | 120683 | 34131 | 3000 | 27205 | 185019 | |
| Debi Ghate | ||||||
| VP of Education | 144148 | 25228 | 3000 | 12252 | 184628 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Sch J, Part I, Line 7 | Part I, Line 7: Non-Fixed payments not listed above | All the officers and HCE listed received a discretionary bonus based on performance and other factors. |
| Sch J, Part I, Line 5b | Part I, Line 5b: Explanation of organization compensation based on revenues of related organization | Board designed incentive plan for Yaron Brook. Three tiers based on overall performance, revenue levels and increase in $100K+ donors. A discretionary bonus was also paid to Mark Chapman, based in part on the organization's revenues and related organization's revenues. |
| Sch J, Part I, Line 1a | Part I, Line 1a: Relevant information in regards to selections on 1a. | Travel for family members of listed persons is paid or reimbursed only if the family member's travel is for bona fide business purposes. First class travel was provided to a listed individual on three occasions due to temporary, unusual circumstances, and approved by the governance committee. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance | Name Of Interested PersonNameOfInterestedPerson |
|---|---|---|---|---|
| TOF Publications | ||||
| Owned by Board Memb. | 3000 | Grant | Travel | |
| (no name) | ||||
| Officer of Anthem Fnd. Related Org | 26500 | Grant | Research | Robert Mayhew |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Niv Brook | |||
| Child of Ofc | 18930 | Employee | false |
| Onkar Ghate | |||
| Spouse of Ofcr | Employee of Organization | false | |
| Debi Ghate | |||
| Spouse of Ofcr | Employee of Organization | false | |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part III (2): TOF Publications is controlled by a director, Harry Binswanger.Part IV (3):Niv Brook is a Child of the Officer, Yaron Brook. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Auction Price | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 245454 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1162396 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Equipment | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1576 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Declared | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Form 990, governing documents, policies and financial statements are provided upon request. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | For the executive director, the board determines the salary, considering factors such as salary surveys and comparable organizations. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each officer & director annually signs an acknowledgment stating that they have read, understand, and agree to comply with the conflict of interest policy. Governance committee has a review procedure for business dealings among board members and officers. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | An electronic copy of the 990 is provided to each member of the board before it is filed with the Internal Revenue Service. The Corporate secretary, corporate treasurer, and the president/executive director review the tax returns. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Onkar Ghate and Debi Ghate (both officers) are married. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Other: Our curator helped stage an off-Broadway production of ANTHEM, an adaptation of Ayn Rand's second novel. The 6-week run resulted in 42 performances. In addition, the Ayn Rand Archives began acquisition of two sets of personal papers (the Kathryn Eickhoff Papers and the Allan Gotthelf Papers), conducted 6 oral history interviews on the Objectivist movement, and hosted 5 visiting researchers who examined materials both in person and online. The eStore (estore.aynrand.com) continued to publish and sell hundreds of downloadable recordings on Objectivism and related topics, and is continually releasing new recordings. Objectivist Summer Conference 2013 was held in Chicago, IL, with over 500 people attending in-person or via Livestream. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthem Foundation for Objectivist Schola | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Alton Pkwy Ste 225 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 92606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912145352 | EIN |
| Primary Activities | Education Grants | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | Line 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Anthem Foundation for Objectivist Schola | |
| r | 35834 |
| Anthem Foundation for Objectivist Schola | |
| q | 7441 |
| Anthem Foundation for Objectivist Schola | |
| p | 1450 |
| Anthem Foundation for Objectivist Schola | |
| l | 48952 |
| Anthem Foundation for Objectivist Schola | |
| e | 110000 |
| Anthem Foundation for Objectivist Schola | |
| a | 1032 |