INSTITUTE FOR HUMANE STUDIES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR HUMANE STUDIES (EIN 94-1623852)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-08
- IRS object ID
- 201421899349300827
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-08T13:37:42-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582676261 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941623852 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for Humane Studies | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 7039934880 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary Leff | Name |
| Title | Treasurer | Title |
| Phone | 7039934880 | Phone |
| Date Signed | 2014-07-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori A Collingsworth | Name |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | Phone |
| Date Prepared | 2014-07-08 | DatePrepared |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Gary Leff | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 11295322 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.theihs.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 106 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9795873 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10465182 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 518601 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 606556 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 52899 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37317 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 173521 | OtherRevenuePriorYear |
| Other Revenue Current Year | 186267 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10540894 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11295322 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 833792 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 983054 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4803162 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5437219 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 832869 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5599342 | OtherExpensePriorYear |
| Other Expenses Current Year | 5029619 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11236296 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11449892 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -695402 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -154570 | RevenuesLessExpensesCY |
| Total Assets BOY | 4670149 | TotalAssetsBOY |
| Total Assets EOY | 4392328 | TotalAssetsEOY |
| Total Liabilities BOY | 858343 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 733884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3811806 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3658444 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3090894 | Expense |
| Grants | 131618 | Grants |
| Revenue | 528060 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2587983 | Expense |
| Grants | 851436 | Grants |
| Revenue | 14891 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1464317 | Expense |
| Description | 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 andget 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. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | DescriptionDescription | RevenueRevenue |
|---|---|---|
| 1088162 | 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. | |
| 921977 | 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. | 58205 |
| 674512 | 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. | 5400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2684651 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 63605 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9827845 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 209 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 106 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7039934880 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Charles G Koch | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Tyler Cowen | |||||||
| Vice-Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| James Arthur Pope | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David Humphreys | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard H Fink | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Scott Beaulier | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John Blundell | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Tim Browne | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Christopher Coyne | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kristina Kendall | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Todd Zywicki | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jerome Fullinwider | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Craig Johnson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Marty Zupan | |||||||
| President | 40.00 | X | 288312 | 0 | 4057 | ||
| Ronald Chad Thevenot | |||||||
| Chief Operating Officer | 40.00 | X | 186250 | 0 | 11513 | ||
| Gary Leff | |||||||
| Secretary/Treasurer | 20.00 | X | 95000 | 0 | 4659 | ||
| Leonard Liggio | |||||||
| Distinguished Senior Scholar | 8.00 | X | 19259 | 0 | 892 | ||
| Jennifer Thompson | |||||||
| Sr. Director, Programs | 40.00 | 149750 | 0 | 5500 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 738571 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26621 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berman and Company | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1090 Vermont Ave NW Ste 800 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Marketing and online advertising | DescriptionOfServices |
| Compensation | 301500 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 10465182 | AllOtherContributions |
| Noncash Contributions | 12666 | NoncashContributions |
| Total Contributions | 10465182 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Educational programs | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 606556 | TotalRevenueColumn |
| Related Or Exempt Function Income | 606556 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 606556 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37317 | TotalRevenueColumn |
| Exclusion | $37,317 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 154086 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 154086 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 154086 | TotalRevenueColumn |
| Exclusion | $154,086 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 32181 | TotalRevenueColumn |
| Exclusion | $32,181 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 32181 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11295322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 606556 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $223,584 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68633 | Total |
| Program Services | 68633 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 886421 | Total |
| Program Services | 886421 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28000 | Total |
| Program Services | 28000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620442 | Total |
| Program Services | 483774 | ProgramServices |
| Management And General | 75576 | ManagementAndGeneral |
| Fundraising | 61092 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4129214 | Total |
| Program Services | 3207658 | ProgramServices |
| Management And General | 513314 | ManagementAndGeneral |
| Fundraising | 408242 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331680 | Total |
| Program Services | 285948 | ProgramServices |
| Management And General | 16856 | ManagementAndGeneral |
| Fundraising | 28876 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355883 | Total |
| Program Services | 277135 | ProgramServices |
| Management And General | 46634 | ManagementAndGeneral |
| Fundraising | 32114 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27169 | Total |
| Program Services | 25787 | ProgramServices |
| Management And General | 833 | ManagementAndGeneral |
| Fundraising | 549 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040047 | Total |
| Program Services | 987162 | ProgramServices |
| Management And General | 31882 | ManagementAndGeneral |
| Fundraising | 21003 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129534 | Total |
| Program Services | 129421 | ProgramServices |
| Management And General | 113 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501419 | Total |
| Program Services | 327236 | ProgramServices |
| Management And General | 15842 | ManagementAndGeneral |
| Fundraising | 158341 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136732 | Total |
| Program Services | 126794 | ProgramServices |
| Management And General | 3986 | ManagementAndGeneral |
| Fundraising | 5952 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644508 | Total |
| Program Services | 548057 | ProgramServices |
| Management And General | 32150 | ManagementAndGeneral |
| Fundraising | 64301 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435635 | Total |
| Program Services | 423407 | ProgramServices |
| Management And General | 2915 | ManagementAndGeneral |
| Fundraising | 9313 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1797673 | Total |
| Program Services | 1782172 | ProgramServices |
| Management And General | 11969 | ManagementAndGeneral |
| Fundraising | 3532 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233747 | Total |
| Program Services | 198685 | ProgramServices |
| Management And General | 11687 | ManagementAndGeneral |
| Fundraising | 23375 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10451 | Total |
| Program Services | 8883 | ProgramServices |
| Management And General | 523 | ManagementAndGeneral |
| Fundraising | 1045 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous expenses | 50436 | 20495 | 22217 | 7724 |
| Employee recruiting | 10482 | 7982 | 2500 | |
| List rental | 8174 | 1125 | 7049 | |
| Property taxes | 3612 | 3070 | 181 | 361 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11449892 | Total |
| Program Services | 9827845 | ProgramServices |
| Management And General | 789178 | ManagementAndGeneral |
| Fundraising | 832869 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1474657 | BOY |
| EOY | 945087 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1182408 | BOY |
| EOY | 714724 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335423 | BOY |
| EOY | 307792 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72691 | BOY |
| EOY | 93505 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37881 | BOY |
| EOY | 89128 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2442083 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1712147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337790 | BOY |
| EOY | 729936 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1137495 | BOY |
| EOY | 1081480 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61152 | BOY |
| EOY | 92352 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30652 | BOY |
| EOY | 338324 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4670149 | BOY |
| EOY | 4392328 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264432 | BOY |
| EOY | 238884 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593911 | BOY |
| EOY | 495000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 858343 | BOY |
| EOY | 733884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2154199 | BOY |
| EOY | 2249741 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1540113 | BOY |
| EOY | 1291209 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117494 | BOY |
| EOY | 117494 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3811806 | BOY |
| EOY | 3658444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4670149 | BOY |
| EOY | 4392328 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -154570 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1208 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | 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 | 6058741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6324409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9163372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9795873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10465182 | CurrentTaxYear |
| Total | 41807577 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6058741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6324409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9163372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9795873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10465182 | CurrentTaxYear |
| Total | 41807577 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15338016 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26469561 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17037 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7721 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 202487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 191403 | CurrentTaxYear |
| Total | 549552 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 6811 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32181 | CurrentTaxYear |
| Total | 76051 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42433180 | TotalSupport |
| Gross Receipts From Admissions Etc | 3118128 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62380 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65500 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119264 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 587 | InvestmentEarningsOrLosses |
| End Of Year Balance | 119851 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118671 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 593 | InvestmentEarningsOrLosses |
| End Of Year Balance | 119264 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117930 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 741 | InvestmentEarningsOrLosses |
| End Of Year Balance | 118671 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117343 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 587 | InvestmentEarningsOrLosses |
| End Of Year Balance | 117930 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117494 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -151 | InvestmentEarningsOrLosses |
| End Of Year Balance | 117343 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.98030 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01970 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125000 | OtherCostOrOtherBasis |
| Depreciation | 125000 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2317083 | OtherCostOrOtherBasis |
| Depreciation | 1587147 | Depreciation |
| Book Value | 729936 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 729936 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deposits | 30652 |
| Due from affiliate | 307672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 338324 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Gift annuities | $486,005 |
| Deferred rent | $8,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 495000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11296530 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1208 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1208 | RevenueNotRptdF990 |
| Revenue Subtotal | 11295322 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11295322 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11449892 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11449892 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11449892 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | 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. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Institute did not have any significant uncertain tax positions at August 31, 2013 and 2012. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | 20000 |
| North America | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | 4000 |
| Russia & the Newly Independent States | 0 | 0 | Grants to recipients located in region. | Grants are made to students pursuing academic degrees. | 4000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 28000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 28000 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| Fellowship for students attending graduate school, 2 UK, 1 France, 2 Poland, 1 Denmark, 1 Spain | Europe (Including Iceland & Greenland) | 7 | 20000 | Check or wire | 0 | N/A | N/A |
| Fellowship for students attending graduate school, 1 Canada | North America | 1 | 4000 | Check or wire | N/A | N/A | |
| Fellowship for students attending graduate school, 1 Russia | East Asia and the Pacific | 1 | 4000 | Check or wire | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| George Mason University Foundation | ||||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 541603842 | 501(c)(3) | 6000 | 0 | N/A | N/A | Support of economics instruction |
| State Policy Network | ||||||||||
| 1655 N Ft Myer Dr | Arlington | VA | 22209 | 570952531 | 501(c)(3) | 60133 | 0 | N/A | N/A | Support of student internships |
| Donors Trust | ||||||||||
| 109 N Henry St | Alexandria | VA | 22314 | 522166327 | 501(c)(3) | 2500 | 0 | N/A | N/A | Support for professional development opportunities |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships for qualified education expenses | TypeOfGrant |
| Number Of Recipients | 378 | NumberOfRecipients |
| Amount Of Cash Grant | 886421 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marty Zupan | ||||||||||||||
| President | 163312 | 0 | 125000 | 0 | 0 | 0 | 0 | 0 | 4057 | 0 | 292369 | 0 | 0 | 0 |
| Ronald Chad Thevenot | ||||||||||||||
| Chief Operating Officer | 121250 | 0 | 65000 | 0 | 0 | 0 | 0 | 0 | 11513 | 0 | 197763 | 0 | 0 | 0 |
| Jennifer Thompson | ||||||||||||||
| Sr. Director, Programs | 134750 | 0 | 15000 | 0 | 0 | 0 | 0 | 0 | 5500 | 0 | 155250 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |