CANDID: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201211329349302031
- Schema version
- 2011v1.2
- 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 | 2012-05-11T16:15:43-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837418 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MS LORETTA FERRARI | InCareOfName |
| Name Control | FOUN | NameControl |
| Phone | 2126204230 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORETTA FERRARI | Name |
| Title | TREASURER/SECRETARY | Title |
| Phone | 2128073637 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127589700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRADFORD K SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21699923 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FOUNDATIONCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE UNITED STATES AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 200 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 87015 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3222 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7239719 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7884538 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12978107 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13249329 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 703008 | InvestmentIncomePriorYear |
| Investment Income Current Year | 432581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 108398 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87015 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21029232 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21653463 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12242134 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13985815 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 820553 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7645661 | OtherExpensePriorYear |
| Other Expenses Current Year | 7901931 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19887795 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21887746 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1141437 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -234283 | RevenuesLessExpensesCY |
| Total Assets BOY | 26872032 | TotalAssetsBOY |
| Total Assets EOY | 26758155 | TotalAssetsEOY |
| Total Liabilities BOY | 7441331 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7946740 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19430701 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18811415 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8505469 | Expense |
| Revenue | 11253358 | Revenue |
| Description | DATA COLLECTION AND PUBLICATIONS - SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5127950 | Expense |
| Revenue | 1430744 | Revenue |
| Description | LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES - SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3301554 | Expense |
| Revenue | 565227 | Revenue |
| Description | RESEARCH AND OTHER PROGRAMS - SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16934973 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | 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 | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 200 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | 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 | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MS LORETTA FERRARI | NamePerson |
| Telephone Number | 2126204230 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 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 |
|---|---|---|---|---|---|---|---|
| M CHRISTINE DEVITA | |||||||
| CHAIRMAN | 1.0 | X | X | ||||
| BARRON M TENNY | |||||||
| VICE CHAIRMAN | 1.0 | X | X | ||||
| MELISSA A BERMAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| PATRICK COLLINS | |||||||
| TRUSTEE | 1.0 | X | |||||
| CLOTILDE PEREZ-BODE DEDECKER | |||||||
| TRUSTEE | 1.0 | X | |||||
| P RUSSELL HARDIN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MICHAEL F HAYES | |||||||
| TRUSTEE | 1.0 | X | |||||
| NANCY S KAMI | |||||||
| TRUSTEE | 1.0 | X | |||||
| VALDEMAR DE OLIVEIRA NETO | |||||||
| TRUSTEE | 1.0 | X | |||||
| GEORGE PENICK | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARCIA A SMITH | |||||||
| TRUSTEE | 1.0 | X | |||||
| JOHN COLBORN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MAUREEN H SMYTH | |||||||
| TRUSTEE | 1.0 | X | |||||
| YVETTE J ALBERDINGK THIJM | |||||||
| TRUSTEE | 1.0 | X | |||||
| THOMAS E WILCOX | |||||||
| TRUSTEE | 1.0 | X | |||||
| PATRICK MCCARTHY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RALPH R SMITH | |||||||
| TRUSTEE - ROTATED OFF 11/11 | 1.0 | X | 0 | 0 | 0 | ||
| BRADFORD K SMITH | |||||||
| PRESIDENT | 35.0 | X | X | 532367 | 0 | 49033 | |
| MAUREEN MACKEY | |||||||
| TREASURER THROUGH 07/31/11 | 35.0 | X | 543605 | 0 | 23980 | ||
| LORETTA FERRARI | |||||||
| TREASURER/SECRETARY | 35.0 | X | 193344 | 0 | 48969 | ||
| LAWRENCE T MCGILL | |||||||
| VP - RESEARCH | 35.0 | 173746 | 0 | 46839 | X | ||
| EDWARD J VENTURI | |||||||
| VP - INFO TECH | 35.0 | 152736 | 0 | 43659 | X | ||
| JUWON CHOI | |||||||
| VP - EDUCATION SERVICES | 35.0 | 137441 | 0 | 40479 | X | ||
| JEFFREY A FALKENSTEIN | |||||||
| VP - DATA ACQUISITION | 35.0 | 139318 | 0 | 40989 | X | ||
| ANJULA CARRIER | |||||||
| VP - MARKETING & COMMUNICATION | 35.0 | 135347 | 0 | 12841 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2007904 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 306789 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ISSUELAB | |||||
| 2217 N MONTICELLO AVENUE | CHICAGO | IL | 60647 | CONSULTING | 220000 |
| CONTEGRA | |||||
| 200 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | IT CONSULTING | 205255 |
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD PO BOX 812 | WILTON | CT | 06897 | INVESTMENT SERVICES | 203653 |
| JC GEEVER INC | |||||
| 32 BROADWAY SUITE 301 | NEW YORK | NY | 10004 | SEMINAR INSTRUCTION | 125500 |
| PATTERSON BELKNAP WEBB TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICA | NEW YORK | NY | 100366710 | LEGAL SERVICES | 123306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 7884538 | AllOtherContributions |
| Total Contributions | 7884538 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLICATION REVENUE | 611710 | 11253355 | 11253355 |
| EDUCATIONAL PROGRAM REVENUE | 611710 | 768429 | 768429 |
| ASSOCIATES PROGRAM MEMBERSHIP FEES | 611710 | 121115 | 121115 |
| DATABASE SEARCH REVENUE | 611710 | 79274 | 79274 |
| COOPERATING COLLECTION MEMBERSHIP FEES | 611710 | 461929 | 461929 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 565227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 565227 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13249329 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 419328 | TotalRevenueColumn |
| Exclusion | $419,328 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59713 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46460 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13253 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13253 | TotalRevenueColumn |
| Exclusion | $13,253 | ExclusionAmount |
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 |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| PHILANTHROPY NEWS DIGEST & JOB CORNER | 541800 | 86095 | 86095 |
| FEE FOR FACILITIES SET UP FROM | 561000 | 920 | 920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87015 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21653463 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13249329 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 87015 | UnrelatedBusinessRevenue |
| Exclusion | $432,581 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 817569 | Total |
| Program Services | 490346 | ProgramServices |
| Management And General | 249854 | ManagementAndGeneral |
| Fundraising | 77369 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10275854 | Total |
| Program Services | 7954912 | ProgramServices |
| Management And General | 1891336 | ManagementAndGeneral |
| Fundraising | 429606 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 873661 | Total |
| Program Services | 683035 | ProgramServices |
| Management And General | 148952 | ManagementAndGeneral |
| Fundraising | 41674 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1195196 | Total |
| Program Services | 934413 | ProgramServices |
| Management And General | 203770 | ManagementAndGeneral |
| Fundraising | 57013 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823535 | Total |
| Program Services | 643846 | ProgramServices |
| Management And General | 140406 | ManagementAndGeneral |
| Fundraising | 39283 | 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 | 120669 | Total |
| Program Services | 88643 | ProgramServices |
| Management And General | 32026 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107594 | Total |
| Management And General | 107594 | ManagementAndGeneral |
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 | 228653 | Total |
| Management And General | 228653 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373329 | Total |
| Program Services | 1259525 | ProgramServices |
| Management And General | 113804 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62270 | Total |
| Program Services | 50570 | ProgramServices |
| Management And General | 11700 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810723 | Total |
| Program Services | 757468 | ProgramServices |
| Management And General | 45402 | ManagementAndGeneral |
| Fundraising | 7853 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 551792 | Total |
| Program Services | 411869 | ProgramServices |
| Management And General | 129941 | ManagementAndGeneral |
| Fundraising | 9982 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3760 | Total |
| Program Services | 3760 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2347472 | Total |
| Program Services | 1835918 | ProgramServices |
| Management And General | 414398 | ManagementAndGeneral |
| Fundraising | 97156 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381693 | Total |
| Program Services | 298604 | ProgramServices |
| Management And General | 77461 | ManagementAndGeneral |
| Fundraising | 5628 | 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 | 106954 | Total |
| Program Services | 74392 | ProgramServices |
| Management And General | 29948 | ManagementAndGeneral |
| Fundraising | 2614 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523736 | Total |
| Program Services | 397443 | ProgramServices |
| Management And General | 101797 | ManagementAndGeneral |
| Fundraising | 24496 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123514 | Total |
| Management And General | 123514 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SEMINAR INSTRUCTION | 304109 | 304109 | |
| PRINTING AND DUPLICATING | 354222 | 343238 | 10984 |
| LIBRARY ACQUISITION | 93488 | 92963 | 525 |
| PUBLICATION DISTRIBUTION | 33236 | 33236 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374717 | Total |
| Program Services | 276683 | ProgramServices |
| Management And General | 70155 | ManagementAndGeneral |
| Fundraising | 27879 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21887746 | Total |
| Program Services | 16934973 | ProgramServices |
| Management And General | 4132220 | ManagementAndGeneral |
| Fundraising | 820553 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136991 | BOY |
| EOY | 144814 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9045724 | BOY |
| EOY | 9857457 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3181636 | BOY |
| EOY | 2400956 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180697 | BOY |
| EOY | 309342 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92996 | BOY |
| EOY | 82392 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 638432 | BOY |
| EOY | 664849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11879015 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10008072 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2123571 | BOY |
| EOY | 1870943 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8959620 | BOY |
| EOY | 9233341 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2512365 | BOY |
| EOY | 2194061 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26872032 | BOY |
| EOY | 26758155 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990809 | BOY |
| EOY | 1079443 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4457211 | BOY |
| EOY | 4885643 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1993311 | BOY |
| EOY | 1981654 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7441331 | BOY |
| EOY | 7946740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12083724 | BOY |
| EOY | 11771016 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5632977 | BOY |
| EOY | 5326399 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1714000 | BOY |
| EOY | 1714000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19430701 | BOY |
| EOY | 18811415 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26872032 | BOY |
| EOY | 26758155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -234283 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -385003 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 7841591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7574251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5301901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7239719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7884538 | CurrentTaxYear |
| Total | 35842000 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7841591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7574251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5301901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7239719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7884538 | CurrentTaxYear |
| Total | 35842000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8977228 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26864772 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 707057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 544924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 427048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 386663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 419328 | CurrentTaxYear |
| Total | 2485020 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 38327020 | TotalSupport |
| Gross Receipts From Admissions Etc | 64917996 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70094 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67680 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11432208 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | -190000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11367208 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10841954 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | 1500000 | InvestmentEarningsOrLosses |
| Other Expenditures | 1034746 | OtherExpenditures |
| End Of Year Balance | 11432208 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9716954 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | 3092623 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2092623 | AdministrativeExpenses |
| End Of Year Balance | 10841954 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10261954 | BeginningOfYearBalance |
| Contributions | 2980000 | Contributions |
| Investment Earnings Or Losses | -3138959 | InvestmentEarningsOrLosses |
| Administrative Expenses | 386041 | AdministrativeExpenses |
| End Of Year Balance | 9716954 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.76000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4684394 | OtherCostOrOtherBasis |
| Depreciation | 3736235 | Depreciation |
| Book Value | 948159 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3057314 | OtherCostOrOtherBasis |
| Depreciation | 2563133 | Depreciation |
| Book Value | 494181 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4137307 | OtherCostOrOtherBasis |
| Depreciation | 3708704 | Depreciation |
| Book Value | 428603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1870943 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 2194061 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2194061 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFIT OBLIGATION | Description |
| Amount | $1,981,654 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1981654 | TotalOfAmounts |
| Total Revenue | 21653463 | TotalRevenue |
| Total Expenses | 21887746 | TotalExpenses |
| Excess Or Deficit For Year | -234283 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -364714 | NetUnrealizedGLOnInvestments |
| Other | -$20,289 | OtherAmount |
| Total Adjustments | -385003 | TotalAdjustments |
| Excess Or Deficit Per FS | -619286 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21288749 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -364714 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -364714 | RevenueNotRptdF990 |
| Revenue Subtotal | 21653463 | RevenueSubtotal |
| Total Revenue Per Form990 | 21653463 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21887746 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 21887746 | ExpensesSubtotal |
| Total Expenses Per Form990 | 21887746 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE CENTER'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY THE CENTER. THE CENTER HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE THE CENTER'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 | THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE CENTER'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE CENTER HAD NO UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. |
| OTHER CHANGE IN NET ASSETS FROM FORM 990 TO AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINE 8 | AS OF DECEMBER 31, 2011, AN ACTUARIAL LOSS OF $20,289 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS LOSS IS RECORDED ON THE DECEMBER 31, 2011 STATEMENT OF CHANGES IN UNRESTRICTED NET ASSETS, DECREASING UNRESTRICTED NET ASSETS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 0 | Program Services | SPECIAL TRAINING | 1850 |
| Sub-Saharan Africa | 0 | 0 | Program Services | SPECIAL TRAINING | 8405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10255 | SubtotalAmountSpent |
| Total Amount Spent | 10255 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 3, COLUMN (F) | Identifier |
| Explanation | THE CENTER USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT TOTAL EXPENDITURES BY REGION IN ITS FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAUREEN MACKEY | |||||||||||||
| 222055 | 0 | 0 | 0 | 321550 | 0 | 19569 | 0 | 6106 | 0 | 569280 | 0 | 0 | 0 |
| LORETTA FERRARI | |||||||||||||
| 188206 | 0 | 5000 | 0 | 138 | 0 | 25986 | 0 | 25205 | 0 | 244535 | 0 | 0 | 0 |
| LAWRENCE T MCGILL | |||||||||||||
| 173488 | 0 | 0 | 0 | 258 | 0 | 23856 | 0 | 25723 | 0 | 223325 | 0 | 0 | 0 |
| EDWARD J VENTURI | |||||||||||||
| 152478 | 0 | 0 | 0 | 258 | 0 | 20676 | 0 | 25533 | 0 | 198945 | 0 | 0 | 0 |
| JUWON CHOI | |||||||||||||
| 132303 | 0 | 5000 | 0 | 138 | 0 | 17496 | 0 | 24508 | 0 | 179445 | 0 | 0 | 0 |
| JEFFREY A FALKENSTEIN | |||||||||||||
| 134258 | 0 | 5000 | 0 | 60 | 0 | 18006 | 0 | 25953 | 0 | 183277 | 0 | 0 | 0 |
| BRADFORD K SMITH | |||||||||||||
| 473555 | 0 | 37410 | 0 | 21402 | 0 | 33546 | 0 | 17160 | 0 | 583073 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE PAYMENT | SCHEDULE J, PART I, LINE 4A | MAUREEN MACKEY, THE CENTER'S FORMER TREASURER, WHOSE EMPLOYMENT TERMINATED AS OF JULY 31, 2011, RECEIVED SEVERANCE IN 2011. THE AMOUNT OF SEVERANCE RECEIVED IS INCLUDED ON SCHEDULE J PART II IN COLUMN (B) (III), OTHER REPORTABLE COMPENSATION. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE FOLLOWING INDIVIDUAL CONTRIBUTED AN AMOUNT TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, AND THIS AMOUNT WAS INCLUDED AS TAXABLE COMPENSATION IN COLUMN (B)(III), OTHER REPORTABLE COMPENSATION, OF THE TABLE ABOVE: - BRADFORD K. SMITH, PRESIDENT, PARTICIPATED IN A SECTION 457(F) PLAN AND CONTRIBUTED $16,500. |
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7 | THE CENTER HAS AN INCENTIVE COMPENSATION PROGRAM FOR ITS STAFF. SELECTED EMPLOYEES WITH EXCEPTIONAL PERFORMANCE DURING THE YEAR ARE ELIGIBLE TO RECEIVE AN AWARD OF 5% OF SALARY UP TO $5,000, SUBJECT TO THE AVAILABILITY OF RESOURCES. |
| SCHEDULE J PART II COLUMN B(II) | EACH YEAR, EMPLOYEES EARNING MORE THAN CERTAIN STATUTORY LIMITATIONS ARE ELIGIBLE TO RECEIVE ADDITIONAL COMPENSATION PURSUANT TO A FIXED FORMULA AS SPECIFIED IN THE CENTER'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. FOR THE 2011 CALENDAR YEAR, THE PRESIDENT WAS PAID PURSUANT TO THE PLAN $37,410 WHICH IS REPORTED ON SCHEDULE J, PART II, COL B (II). |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE U.S. AND AROUND THE WORLD. THE CENTER ACCOMPLISHES ITS MISSION BY: - OPERATING LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS - NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO - THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. - MAINTAINING UNIQUE DATABASES OF INFORMATION ON MORE THAN 100,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES IN THE U.S. AND 2.4 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. - PROVIDING A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE, AND PUBHUB, ITS SEARCHABLE ONLINE COLLECTION OF THOUSANDS OF REPORTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS. - CONDUCTING RESEARCH AND PUBLISHING REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR, INCLUDING THE ANNUAL FOUNDATIONS TODAY SERIES. - PUBLISHING BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. - COORDINATING A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD - MORE THAN 460 COOPERATING COLLECTIONS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. ESTABLISHED IN 1956, THE FOUNDATION CENTER IS THE LEADING SOURCE OF INFORMATION ABOUT PHILANTHROPY WORLDWIDE. THROUGH DATA, ANALYSIS, AND TRAINING, IT CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO SUCCEED. THE CENTER MAINTAINS THE MOST COMPREHENSIVE DATABASE ON U.S. AND, INCREASINGLY, GLOBAL GRANTMAKERS AND THEIR GRANTS - A ROBUST, ACCESSIBLE KNOWLEDGE BANK FOR THE SECTOR. IT ALSO OPERATES RESEARCH, EDUCATION, AND TRAINING PROGRAMS DESIGNED TO ADVANCE KNOWLEDGE OF PHILANTHROPY AT EVERY LEVEL. THOUSANDS OF PEOPLE VISIT THE CENTER'S WEB SITE EACH DAY AND ARE SERVED IN ITS FIVE REGIONAL LIBRARY/LEARNING CENTERS AND ITS NETWORK OF MORE THAN 460 FUNDING INFORMATION CENTERS LOCATED IN PUBLIC LIBRARIES, COMMUNITY FOUNDATIONS, AND EDUCATIONAL INSTITUTIONS NATIONWIDE AND AROUND THE WORLD. |
| PROGRAM SERVICES - DATA COLLECTION AND PUBLICATIONS | FORM 990, PART III, LINE 4A | EXPENSES $8,505,469 AND REVENUE $11,253,358 THE CENTER MAINTAINS UNIQUE DATABASES OF INFORMATION ON MORE THAN 100,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES IN THE U.S. AND 2.4 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. THIS SUBSCRIPTION SERVICE IS MADE AVAILABLE FOR FREE USE IN OVER 460 LOCATIONS NATIONWIDE AND AROUND THE WORLD. THE CENTER ALSO PUBLISHES BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. IN ADDITION, THE CENTER PROVIDES A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST (PND) (HTTP://FOUNDATIONCENTER.ORG/PND/), ITS DAILY NEWS SERVICE, AND PUBHUB, ITS SEARCHABLE ONLINE COLLECTION OF NEARLY 7,000 REPORTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS. SUBSCRIPTIONS TO ITS VARIETY OF FREE CUSTOMIZABLE E-NEWSLETTERS DISSEMINATING NEWS, FOUNDATION REQUESTS FOR GRANT PROPOSALS (RFPS), AND NONPROFIT SECTOR JOB OPENINGS (WHICH SUBSCRIBERS CAN TAILOR TO THEIR SPECIFIC INTERESTS) GREW TO MORE THAN 88,500 BY YEAR-END 2011. DURING 2011, PND POSTED APPROXIMATELY 6,300 NEWS STORIES, INTERVIEW AND COMMENTARY PIECES FEATURING THOUGHT LEADERS AT FOUNDATIONS AND NONPROFITS, VIDEO INTERVIEWS, BOOK AND WEB SITE REVIEWS, RFPS, JOB OPENINGS, AND OTHER INFORMATIVE CONTENT ITEMS. PND ALSO MADE 300 POSTS TO ITS BLOG, PHILANTOPIC, WHICH COLLECTIVELY DREW CLOSE TO 117,000 PAGE VIEWS. OTHER MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2011 INCLUDE THE FOLLOWING: GREATER PARTICIPATION AND INFORMATION QUALITY IN ELECTRONIC GRANT REPORTING TO ENSURE THAT IT HAS THE MOST CURRENT AND ACCURATE DATA POSSIBLE, AND IN THE INTEREST OF CONTINUALLY IMPROVING THE "REAL-TIME" NATURE OF THE INFORMATION IT PROVIDES TO ITS STAKEHOLDERS AND TO THE PUBLIC AT LARGE, A KEY PRIORITY FOR THE CENTER HAS BEEN TO ENCOURAGE MORE GRANTMAKERS TO SUBMIT THEIR GRANTS LISTS TO IT ELECTRONICALLY (HTTP://WWW.FOUNDATIONCENTER.ORG/GRANTMAKERS/E-GRANTS.HTML). THE INFORMATION RECEIVED FROM GRANTMAKERS ABOUT THEIR GIVING IS ADDED WEEKLY TO ITS DATABASES AND TO THE VARIOUS MAPS IT HAS CREATED TO ILLUSTRATE PHILANTHROPIC ACTIVITY IN SPECIFIC LOCATIONS. AS OF YEAR-END 2011, THE CENTER HAD REGISTERED MORE THAN 700 E-GRANT REPORTERS. IN OCTOBER 2011, THE CENTER LAUNCHED A NEW AND IMPROVED VERSION OF ITS FOUNDATION CENTER UPDATER PLATFORM (HTTP://UPDATER.FOUNDATIONCENTER.ORG/) THAT ALLOWS GRANTMAKERS TO MAKE DIRECT UPDATES TO THEIR FOUNDATION DIRECTORY ONLINE PROFILE, THEREBY GIVING THEM THE ABILITY TO PROVIDE THE CENTER WITH UPDATED INFORMATION IN A MORE EFFICIENT AND TIMELY MANNER. IMPROVEMENTS TO THE CURRENT TAXONOMY IN OUR GRANTS CLASSIFICATION SYSTEM THE CENTER'S GRANTS CLASSIFICATION SYSTEM IS USED TO ENSURE THAT THE DATA COLLECTED FROM GRANTMAKERS CAN BE CLASSIFIED AND AGGREGATED SO THAT NONPROFITS CAN BETTER TARGET THEIR PROPOSALS, AND FOUNDATIONS CAN BETTER ASSESS GIVING TRENDS. IN 2011, AS PART OF ITS ONGOING REVIEW PROCESS, THE CENTER ADDED 21 NEW CODES TO THE "FIELD OF ACTIVITY/RECIPIENT TYPE" TAXONOMY, REDEFINED EXISTING CODES, AND CLEANED UP THE DISPLAY OF TERMS IN ITS ONLINE PRODUCTS. IN ADDITION TO THESE TAXONOMY UPDATES, THE CENTER ADDED THOUSANDS OF NEW GEOGRAPHIC LOCATIONS OUTSIDE OF THE U.S. TO ITS DATABASE TO CLASSIFY A GRANT'S AREA OF IMPACT. NEW INTERNATIONAL PARTNERSHIPS THE CENTER IS GROWING ITS NETWORK OF INTERNATIONAL PARTNERS, WHO ARE CRITICAL TO ITS EFFORTS TO BUILD THE GLOBAL DATA PLATFORM FOR PHILANTHROPY. THE CENTER'S IDENTIFICATION, RESEARCH, AND VERIFICATION PROCESS FOR FOREIGN FOUNDATIONS INVOLVES COLLECTING INFORMATION FROM NON-U.S-BASED WEB SITES, ALMOST 100 INTERNATIONAL MEMBERSHIP WEB SITES, AND INTERNATIONAL GRANTMAKER MEMBERSHIP ORGANIZATION PARTNERS, AND ENSURING THAT EACH ORGANIZATION ADDED TO ITS DATABASE PROVIDES SOME FORM OF GRANT OR SCHOLARSHIP. THE CENTER HAS BEEN WORKING WITH A VARIETY OF INTERNATIONAL ORGANIZATIONS TO CAPTURE MORE INFORMATION ABOUT INSTITUTIONAL PHILANTHROPY ABROAD, INCLUDING THE CHINA FOUNDATION CENTER (CFC), THE MEXICAN CENTER FOR PHILANTHROPY (CEMEFI), THE PANAMA-BASED FUNDACIN AVINA, THE BRAZILIAN GROUP OF INSTITUTIONS, FOUNDATIONS, AND ENTERPRISES (GIFE), THE INTERNATIONAL HUMAN RIGHTS FUNDERS GROUP (IHRFG), WORLDWIDE INITIATIVES FOR GRANTMAKER SUPPORT (WINGS), THE EUROPEAN FOUNDATION CENTRE (EFC), THE NETHERLANDS-BASED INTERNATIONAL WOMEN'S FUND MAMA CASH, AND THE CHARITY COMMISSION OF ENGLAND AND WALES. ADDITION OF MORE FOREIGN FOUNDATIONS TO OUR GLOBAL DATABASE THROUGHOUT 2011, THE CENTER ADDED APPROXIMATELY 4,000 INTERNATIONAL DONOR ENTITIES TO ITS DATABASE, BRINGING ITS CUMULATIVE TOTAL TO WELL OVER 5,000. AMONG THESE WERE 50 FOREIGN FOUNDATIONS ASSOCIATED WITH CELEBRITIES THAT WERE IDENTIFIED IN THE PROCESS OF CREATING ITS CELEBRITY FOUNDATION DIRECTORY. FOUNDATION GRANTS TO INDIVIDUALS ONLINE RELAUNCH SOME FOUNDATIONS GIVE AWARDS, INCLUDING SCHOLARSHIPS,TO INDIVIDUALS, SUCH AS STUDENTS, TEACHERS, SCIENTISTS, AND ARTISTS. THE CENTER'S RECENTLY RELAUNCHED AND REDESIGNED FOUNDATION GRANTS TO INDIVIDUALS ONLINE (HTTP://GTIONLINE.FOUNDATIONCENTER.ORG/) OFFERS A VARIETY OF NEW FEATURES TO HELP INDIVIDUAL GRANTSEEKERS MORE EASILY FIND FUNDING OPPORTUNITIES APPROPRIATE TO THEIR NEEDS. THE SUBSCRIPTION SERVICE CAN BE USED FOR FREE AT THE CENTER'S FIVE REGIONAL LOCATIONS IN ATLANTA, CLEVELAND, NEW YORK CITY, SAN FRANCISCO, AND WASHINGTON, D.C., AND AT ITS MORE THAN 460 FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD. SUPPLEMENTARY GIVING DATA BEYOND FOUNDATION GRANTS DURING 2011, THE CENTER WORKED TO AGGREGATE AND DISSEMINATE INFORMATION ON AREAS OF EMERGING IMPORTANCE IN THE FIELD, INCLUDING PRO BONO ACTIVITIES, MISSION-RELATED INVESTMENT (MRI) DATA, RELATIONSHIPS BETWEEN GRANTMAKING ORGANIZATIONS, AND SIGNATORIES TO PHILANTHROPY'S PROMISE, AN INITIATIVE OF THE NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY (NCRP) ENCOURAGING GRANTMAKERS TO COMMIT TO SERVING THE COMMON GOOD. THE CENTER IS ALSO MAKING INFORMATION AVAILABLE ABOUT CORPORATE SOCIAL RESPONSIBILITY (CSR) ACTIVITIES, INCLUDING GREENHOUSE GAS EMISSIONS DATA ON 300 S&P 500 COMPANIES PROVIDED THROUGH AN AGREEMENT WITH THE CARBON DISCLOSURE PROJECT. ENHANCEMENTS AND CUSTOMIZATIONS TO PHILANTHROPY IN/SIGHT PHILANTHROPY IN/SIGHT (HTTP://PHILANTHROPYINSIGHT.ORG/), THE CENTER'S INTERACTIVE MAPPING TOOL FOR GRANTMAKERS, IS DESIGNED TO HELP INFORM THEIR FUNDING DECISIONS. USERS CAN CREATE CUSTOMIZED MAPS WITH DEMOGRAPHIC OVERLAYS TO SHOW FUNDING PATTERNS WORLDWIDE. AS THE CENTER GATHERS INFORMATION ABOUT MORE GRANTMAKERS, IT ADDS THEIR DATA TO ITS PHILANTHROPY IN/SIGHT PLATFORM. IN 2011, THE CENTER MADE SIGNIFICANT CHANGES TO IN/SIGHT TO DEVELOP AN IMPROVED 2.0 INTERFACE WITH UPGRADED FUNCTIONALITY, WHICH IT ROLLED OUT IN NOVEMBER. THE CENTER ALSO DEVELOPED SEVERAL CUSTOMIZED VERSIONS OF IN/SIGHT IN 2011. |
| PROGRAM SERVICES - LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES | FORM 990, PART III, LINE 4B | EXPENSES $5,127,950 AND REVENUE $1,430,744 THE CENTER OPERATES PROFESSIONALLY STAFFED LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS - NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO - THAT OFFER FREE ACCESS TO THE CENTER'S ONLINE SUBSCRIPTION DATABASES AND BOOKS, OTHER RESOURCES ON FUNDERS AND ALL ASPECTS OF PHILANTHROPY AND NONPROFIT MANAGEMENT AND FREE EDUCATIONAL PROGRAMS. IN 2011 THE CENTER'S LIBRARIES WERE UTILIZED BY OVER 47,000 VISITORS. THE CENTER HAS AN ONLINE LIBRARIAN WHO RESPONDS TO REFERENCE QUESTIONS FROM PEOPLE WHO PREFER TO USE ITS RESOURCES ONLINE. THE CENTER'S ONLINE LIBRARIAN RESPONDED TO OVER 12,000 QUESTIONS IN 2011. THE CENTER'S ROTATION OF 22 FREE, IN-PERSON CLASSES GIVES PARTICIPANTS A COMPREHENSIVE UNDERSTANDING OF THE GRANTSEEKING PROCESS. ON ITS WEBSITE 16 WEBINARS OF ITS FREE CLASSES, AS WELL AS FREE TUTORIALS AND INTERACTIVE COURSES AND AUDIO/VIDEO RECORDINGS OF ITS SPECIAL EVENTS, EXTEND TRAINING OPPORTUNITIES TO THOSE WHO ARE UNABLE TO ATTEND CLASSROOM PRESENTATIONS OR WHO PREFER TO LEARN AT THEIR OWN PACE IN THEIR HOME OR OFFICE. THESE ONLINE COURSES SAVE TRAVEL TIME AND COSTS, AND BROADEN THE CENTER'S REACH INTO UNDERSERVED AND RURAL COMMUNITIES. IN 2011, APPROXIMATELY 21,000 PEOPLE PARTICIPATED IN THE CENTER'S FREE TRAINING, BOTH IN-PERSON AND ONLINE. THE CENTER ALSO COORDINATES A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD - MORE THAN 460 COOPERATING COLLECTIONS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES, INCLUDING THE FOUNDATION DIRECTORY ONLINE PROFESSIONAL AND TRAINING. OTHER MAJOR LIBRARY/LEARNING CENTER ACCOMPLISHMENTS IN 2011 INCLUDE THE FOLLOWING: ENHANCEMENTS TO GRANTSPACE THE CENTER'S POWERFUL NEW GRANTSPACE TOOL (HTTP://WWW.GRANTSPACE.ORG) WHICH LAUNCHED IN 2010, ALLOWS NONPROFITS IN ANY LOCATION TO REDUCE THEIR TRAINING AND TRAVEL EXPENSES WHILE KEEPING THEIR GRANTSEEKING SKILLS SHARP AND THEIR KNOWLEDGE CURRENT, THEREBY MAKING AVAILABLE MORE ORGANIZATIONAL RESOURCES FOR PROVIDING DIRECT SERVICES. GRANTSPACE IS A STATE-OF-THE-ART LEARNING PLATFORM THAT ENABLES GRANTSEEKERS TO MORE EASILY FIND ALL THE TRAINING TOOLS AND RESOURCES THEY NEED-BOTH IN A NEARBY CLASSROOM AND ONLINE-WITHIN A WEB 2.0 ENVIRONMENT. RESOURCES FEATURED ON GRANTSPACE CURRENTLY INCLUDE RECENT NEWS, PUBLISHED REPORTS, PODCASTS, VIDEOS, STATISTICS, SAMPLE DOCUMENTS, JOB LISTINGS, REQUESTS FOR PROPOSALS, AND ANSWERS TO FREQUENTLY ASKED QUESTIONS. IN 2011, THE CENTER PARTNERED WITH ISSUELAB (AN ONLINE PUBLISHING FORUM FOR NONPROFIT RESEARCH ESTABLISHED TO MORE EFFECTIVELY ARCHIVE, DISTRIBUTE, AND PROMOTE THE EXTENSIVE AND DIVERSE BODY OF WORK BEING PRODUCED BY THE SOCIAL SECTOR) TO DEVELOP A WIDGET CURRENTLY IN USE THAT ALLOWS ISSUELAB LISTINGS TO BE INTEGRATED INTO GRANTSPACE PAGES. RESEARCH TITLES FROM THE ISSUELAB DATABASE ARE NOW BEING PULLED DYNAMICALLY INTO THE GRANTSPACE PORTAL AND APPEAR ALONGSIDE PUBLICATION TITLES FROM PUBHUB (HTTP://FOUNDATIONCENTER.ORG/PUBHUB/), THE CENTER'S REPOSITORY OF APPROXIMATELY 7,000 RESEARCH AND PUBLICATIONS SUPPORTED BY FOUNDATIONS. THIS CONTENT IS UPDATED NIGHTLY. THE CENTER ALSO INCORPORATED INTO GRANTSPACE PARTNER CONTENT FROM BOARDSOURCE, AN ORGANIZATION THAT STRIVES TO SUPPORT AND PROMOTE EXCELLENCE IN BOARD SERVICE BY PROVIDING THOUGHT LEADERSHIP AND RESOURCES RELATED TO NONPROFIT BOARDS. ADDITIONALLY, IN 2011 THE CENTER LAUNCHED A "DEVELOPING PROPOSALS" DISCUSSION FORUM ON GRANTSPACE, WHERE REGISTERED GRANTSPACE USERS CAN ASK QUESTIONS AND SHARE THEIR KNOWLEDGE. NEW TRAINING COURSES THE CENTER LAUNCHED TWO NEW FREE COURSES IN 2011: NONPROFIT SUSTAINABILITY BUILDING BLOCKS TO ORGANIZATIONAL SUCCESS, WHICH HELPS NONPROFIT LEADERS TO IMPROVE THE WAY THEIR ORGANIZATION USES RESOURCES AND TO ASSESS, MONITOR, AND IMPROVE THE INCOME PORTFOLIO OF THEIR ORGANIZATION, AND YOU GOT THE GRANT! NOW WHAT?, WHICH INTRODUCES PARTICIPANTS TO BEST PRACTICES IN REPORTING AND COMMUNICATING TO DEEPEN RELATIONSHIPS WITH FOUNDATION DONORS. THESE COURSES WERE OFFERED IN ALL FIVE FIELD OFFICES AND VIA WEBINAR ON A REGULAR BASIS STARTING IN THE SECOND HALF OF THE YEAR. SCHOLARSHIPS AND SUBSIDIZED TRAINING IN 2011, THE CENTER AWARDED A TOTAL OF 163 SCHOLARSHIPS THAT ENABLED SMALL AND UNDER-RESOURCED NONPROFITS TO PARTICIPATE IN ITS FEE-BASED TRAINING SESSIONS ON GRANTSEEKING AND NONPROFIT MANAGEMENT. (THESE FULL-DAY COURSES SUPPLEMENT ITS FREE CLASSES AND FREE ONLINE TUTORIALS.) IT ALSO BROUGHT FREE CAPACITY-BUILDING TRAINING TO UNDER-RESOURCED NONPROFITS. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS | FORM 990, PART III, LINE 4C | EXPENSES $3,301,554 AND REVENUE $565,227 THE CENTER CONDUCTS RESEARCH AND PUBLISHES REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR, INCLUDING THE ANNUAL FOUNDATIONS TODAY SERIES. TO MAXIMIZE THE IMPACT OF ITS RESEARCH, IT HOSTS BRIEFINGS AND PANELS TO DISCUSS KEY FINDINGS, AND "SPREADS THE WORD" THROUGH SOCIAL MEDIA. TO MAKE KNOWLEDGE ACCESSIBLE TO ALL, IT MAKES ITS FULL REPORTS OR HIGHLIGHTS FROM THEM AVAILABLE FOR FREE DOWNLOAD AT ITS WEB SITE. SPECIAL EFFORTS IN RESEARCH AND OTHER PROGRAMS IN 2011 INCLUDE THE FOLLOWING: STEWARDSHIP OF GRANTCRAFT GRANTCRAFT (HTTP://WWW.GRANTCRAFT.ORG), A FORMER PROJECT OF THE FORD FOUNDATION NOW UNDER THE STEWARDSHIP OF THE CENTER AND THE EUROPEAN FOUNDATION CENTRE (EFC) IN BRUSSELS, EQUIPS GRANTMAKERS WITH A VAST STORE OF PRACTICAL WISDOM THROUGH GUIDES, CASE STUDIES, VIDEOS, A "NOTES FROM THE FIELD" BLOG, AND REPORTS, ARTICLES, AND OTHER COMMUNICATIONS FROM THE FRONT LINES OF GRANTMAKING BROUGHT TOGETHER VIA A "ONE-STOP-SHOP" WEB SITE. THE CENTER LAUNCHED ARABIC TRANSLATIONS OF POPULAR GUIDES, WHICH HAVE BEEN ADDED TO GRANTCRAFT'S GROWING COLLECTION OF TRANSLATIONS, INCLUDING GERMAN, FRENCH, RUSSIAN, SPANISH, AND JAPANESE. A NEW REPORT WAS INTRODUCED IN MAY TITLED, LEARNING WHEN THERE'S NO TIME TO LEARN, IN RESPONSE TO THE DILEMMA FACED BY MANY FOUNDATION STAFF THAT THEIR WORK DOES NOT ALLOW AMPLE TIME FOR PERSONAL REFLECTION AND FURTHER LEARNING. CREATION OF KNOWLEDGE PORTALS THE CENTER'S ISSUE-BASED WEB SITE PORTALS ARE A MEANS OF BRINGING ALL OF ITS KNOWLEDGE TO BEAR ON CRITICAL ISSUES FOR THE BENEFIT OF SPECIFIC GRANTMAKER AUDIENCES. THE CONFLUENCE OF ITS DATA, RESEARCH, NEWS, AND TECHNOLOGICAL KNOW-HOW IS HELPING TO FACILITATE STRATEGIC DECISION-MAKING AND COLLABORATION WITHIN THE SECTOR. A PRIME EXAMPLE OF THESE EFFORTS IS THE CENTERS RECENT CREATION OF A CUSTOM WEB PORTAL TO SERVE AS A HUB OF INFORMATION AND RESOURCES FOR FUNDERS WORKING AROUND THE WORLD TO IMPROVE WATER ACCESS, SANITATION, AND HYGIENE-COMMONLY REFERRED TO AS "WASH" (HTTP://WWW.WASHFUNDERS.ORG). RESOURCES AVAILABLE ON THE NEW SITE INCLUDE A ROBUST MAPPING TOOL, PROFILES AND CASE STUDIES, OUTCOME ASSESSMENT TOOLS, AND A SEARCHABLE ARCHIVE OF RESEARCH REPORTS. FOUNDATIONS AND NONPROFITS ARE ALREADY USING THE PORTAL TO IDENTIFY PROSPECTIVE PARTNERS AND FUNDING OPPORTUNITIES. THE CENTER ALSO COMPLETED PHASE I OF THE EXPANSION OF ITS FOCUS ON HAITI PORTAL (HTTP://FOUNDATIONCENTER.ORG/FOCUS/HAITI/). DISSEMINATION OF DATA ON PHILANTHROPY'S RESPONSE TO THE JAPAN DISASTERS IMMEDIATELY FOLLOWING THE EARTHQUAKE/TSUNAMI/MELTDOWN DISASTERS IN JAPAN EARLY IN 2011, THE CENTER BEGAN COLLECTING AND DISSEMINATING INFORMATION ON THE CORPORATE AND PHILANTHROPIC RESPONSE. ITS TRACKING OF THE PHILANTHROPIC RESPONSE NETTED 446 DONATIONS FROM FUNDERS (INCLUDING 224 CORPORATE FUNDERS) TOTALING $278,983,873. AS A RESULT OF THIS EFFORT, THE CENTER WAS ABLE TO CREATE THE "RSS FEED OF JAPAN GRANTS" (HTTP://MAPS.FOUNDATIONCENTER.ORG/JAPAN/RSS/) WITHIN DAYS OF THE DISASTER, WHICH SERVED AS A CENTRAL INFORMATION SOURCE FOR THE PHILANTHROPIC RESPONSE. THE OPEN AND FREE RSS FEED OF THE RESPONSE GRANTS BENEFITED THE PUBLIC BY RAPIDLY DISSEMINATING THIS IMPORTANT INFORMATION, WHICH WAS CONSUMED BY ORGANIZATIONS SUCH AS CRISIS COMMONS AND THE UNITED NATIONS CENTRAL EMERGENCY RESPONSE FUND (CERF). BY HAVING THIS INFORMATION FREELY AVAILABLE, PEOPLE WERE ABLE TO ANALYZE THE DATA AND DETERMINE WHAT CRITICAL NEEDS WERE AND WERE NOT BEING MET, AND TO IDENTIFY THE KEY PLAYERS ON THE GROUND. MOVING EDUCATION REFORM FORWARD REPORT IN JUNE 2011, THE CENTER ISSUED A NEW RESEARCH REPORT, MOVING EDUCATION REFORM FORWARD: GRANTMAKERS REFLECT ON A CONVENING WITH STATE AND LOCAL GOVERNMENT EDUCATION LEADERS (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/MOVING_EDUREFORM_F ORWARD_2011.PDF), WHICH PROVIDES CRITICAL INSIGHTS INTO HOW GRANTMAKERS MAY BE ABLE TO WORK MORE EFFECTIVELY WITH STATE AND LOCAL EDUCATION LEADERS. BASED ON INTERVIEWS WITH PARTICIPANTS AT A NATIONAL GATHERING CONVENED BY THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS IN JANUARY 2011, IT OFFERS A NUANCED ASSESSMENT OF THIS TYPE OF CONVENING, INCLUDING THE CHALLENGES THAT FACE GRANTMAKERS AND EDUCATION LEADERS IN THEIR WORK TO COORDINATE FUTURE EFFORTS EFFECTIVELY. WEBINAR SERIES FOR EDUCATION FUNDERS DURING 2011, THE CENTER HELD NINE WEBINARS AND TELECONFERENCES RELATED TO CURRENT AND EMERGING ISSUES IN THE EDUCATION FIELD. EACH PROGRAM FEATURED A Q&A SEGMENT IN WHICH PARTICIPANTS QUESTIONED PRESENTERS AND SHARED THEIR OWN EXPERIENCES. ALL EVENTS WERE RECORDED AND POSTED ONLINE (HTTP://FOUNDATIONCENTER.ORG/EDUCATIONEXCELLENCE/EVENTS.HTML) FOR THOSE UNABLE TO PARTICIPATE IN THE LIVE PROGRAMS, FURTHER EXPANDING THE AUDIENCE FOR THESE CONVERSATIONS. RESEARCH STUDIES ON NEW FOUNDATION INVESTMENT STRATEGIES IN SEPTEMBER 2011, THE CENTER RELEASED FOUNDATION LEADERS ADDRESS THE STATE BUDGET CRISES (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/STATE_BUDGET_CRISE S_2011.PDF), A REPORT FINDING THAT NEARLY NINETY PERCENT OF AMERICA'S LARGEST FOUNDATIONS REPORT THAT AT LEAST SOME OF THE NONPROFIT ORGANIZATIONS THEY SUPPORT HAVE BEEN SEVERELY AFFECTED BY STATE BUDGET CUTS. ONE-QUARTER REPORT HAVING GRANTEES THAT HAVE BEEN FORCED TO SUSPEND OPERATIONS. IN OCTOBER 2011, THE FOUNDATION CENTER RELEASED KEY FACTS ON MISSION INVESTING (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/KEYFACTS_MISSIONIN VESTING2011.PDF), A REPORT FINDING THAT MORE FOUNDATIONS ARE USING THEIR INVESTMENT ASSETS TO ACHIEVE THEIR MISSIONS, AND THAT ONE IN SEVEN SURVEYED FOUNDATIONS ARE EMPLOYING MARKET-RATE MISSION-RELATED INVESTMENTS AND/OR BELOW-MARKET-RATE PROGRAM-RELATED INVESTMENTS TO ACHIEVE A SOCIAL BENEFIT. MORE THAN HALF OF THOSE MAKING MISSION-RELATED INVESTMENTS BEGAN DOING SO WITHIN THE PAST FIVE YEARS. FIRST-EVER REPORT ON EUROPEAN FOUNDATION FUNDING FOR WOMEN AND GIRLS UNTAPPED POTENTIAL: EUROPEAN FOUNDATION FUNDING FOR WOMEN AND GIRLS (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/UNTAPPED_POTENTIAL .PDF)-A LANDMARK STUDY RELEASED JOINTLY IN MAY 2011 BY THE CENTER AND THE NETHERLANDS-BASED MAMA CASH - IS THE FIRST TO EXAMINE THE SCOPE AND DISTRIBUTION OF EUROPEAN-BASED FUNDING FOR WOMEN AND GIRLS AND TO NOTE THE GAP THAT EXISTS BETWEEN EUROPEAN FOUNDATIONS' STATED INTERESTS AND THEIR ACTUAL ENGAGEMENT. IT FINDS THAT 37 PERCENT OF SURVEYED EUROPEAN FOUNDATIONS ACTIVELY SUPPORTED PROGRAMS THAT BENEFIT WOMEN AND GIRLS IN 2009, BUT THAT 90 PERCENT OF THE SAME FOUNDATIONS EXPRESS AN INTEREST IN ISSUES RELATED TO THIS POPULATION GROUP. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS (CONTINUED) | FORM 990, PART III, LINE 4C | CONTINUATION OF ITS DIVERSITY WORK THE CENTER IS CONTRIBUTING RESEARCH TO THE D5 INITIATIVE (HTTP://WWW.D5COALITION.ORG), AN OUTGROWTH OF THE DIVERSITY IN PHILANTHROPY PROJECT (2007-2009) FOCUSING ON THE NEXT FIVE YEARS (2010-2015) OF WORK RELEVANT TO THE PROJECT'S GOALS. THE FIRST MAJOR D5 PUBLICATION IS ITS REPORT, STATE OF THE WORK 2011: MAPPING THE LANDSCAPE AND D5'S PATH FORWARD ON DIVERSITY, EQUITY, AND INCLUSION IN PHILANTHROPY (HTTP://WWW.D5COALITION.ORG/STATE_OF_THE_WORK.HTML), AS THE FIRST IN AN ANNUAL SERIES. THIS REPORT REPRESENTS THE D5 COALITION'S EFFORTS TO MAP THE WORK OF U.S. PHILANTHROPY AS A WHOLE ON A NUMBER OF FRONTS RELATED TO DIVERSITY, EQUITY, AND INCLUSION THUS FAR, AND WILL HELP GUIDE D5'S WORK AND ASSESSMENTS OF PROGRESS OVER THE NEXT FIVE YEARS. IT INCLUDES INFORMATION ABOUT BOARD AND STAFF COMPOSITION, DIVERSITY AND INCLUSION POLICIES AND PRACTICES, EDUCATIONAL PROGRAMS AND TOOLS, GRANT SIZES AND RECIPIENTS, RESEARCH EFFORTS, AND SUCCESS STORIES. THE CENTER CONTRIBUTED A SUBSTANTIAL AMOUNT OF RESEARCH, WRITING, AND EDITING TO THIS REPORT. ANOTHER MAJOR PRODUCT OF THE INITIATIVE IS AN INTERACTIVE ONLINE DIRECTORY OF POPULATION-FOCUSED FUNDS (HTTP://WWW.D5COALITION.ORG/TOOLS/POPULATION-FOCUSED-FUNDS/DIRECTORY/), WHICH CONTAINS ENTRIES FOR OVER 400 POPULATION-FOCUSED FUNDS THROUGHOUT THE UNITED STATES, SERVING AFRICAN AMERICAN, ARAB AMERICAN/MIDDLE EASTERN, ASIAN/PACIFIC ISLANDER, HISPANIC/LATINO, NATIVE AMERICAN, WOMEN, AND LGBTQ COMMUNITIES. DATA IS SOURCED THROUGH THE CENTER AND SUPPLEMENTED WITH DATA FROM D5 RESEARCH. PREPARED BY THE FOUNDATION CENTER WITH NATIVE AMERICANS IN PHILANTHROPY, FOUNDATION FUNDING FOR NATIVE AMERICAN ISSUES AND PEOPLES (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/FF_NATIVEAMERICAN. PDF), RELEASED IN MAY 2011, FOUND THAT OVER THE PAST DECADE, U.S. FOUNDATION SUPPORT BENEFITING NATIVE AMERICANS DECLINED FROM 0.5 PERCENT TO 0.3 PERCENT OF TOTAL FOUNDATION GIVING. ACCORDING TO THE STUDY, TOTAL GRANT DOLLARS TARGETING NATIVE AMERICANS DROPPED 30.8 PERCENT IN THE LATEST YEAR, COMPARED TO A 14.1 PERCENT OVERALL DOWNTURN IN FOUNDATION GIVING. THE FOUNDATION CENTER'S NOVEMBER 2011 REPORT, DIMINISHING DOLLARS: THE IMPACT OF THE 2008 FINANCIAL CRISIS ON THE FIELD OF SOCIAL JUSTICE PHILANTHROPY (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/DIMINISHING_DOLLAR S2011.PDF), FINDS THAT SOCIAL JUSTICE GRANTMAKERS HAVE BEEN DISPROPORTIONATELY IMPACTED BY THE GLOBAL FINANCIAL CRISIS AND THEIR RECOVERY REMAINS IN JEOPARDY. THE STUDY EXAMINES HISTORICAL TRENDS IN FOUNDATION ASSETS, SPENDING, AND GIVING LEVELS; DESCRIBES STRATEGIES USED BY FOUNDATIONS TO COPE WITH DEPLETED ASSETS IMMEDIATELY FOLLOWING THE CRISIS; AND PRESENTS PROJECTIONS THROUGH 2015 FOR ASSET AND GRANTMAKING LEVELS. SOON AFTER ITS RELEASE, THE REPORT HELPED TO JUMP-START CONVERSATIONS IN THE FIELD AROUND STRATEGIES FOR BRINGING GREATER ATTENTION AND PHILANTHROPIC SUPPORT TO SOCIAL JUSTICE ISSUES. PREPARED WITH HISPANICS IN PHILANTHROPY, FOUNDATION FUNDING FOR HISPANICS/LATINOS IN THE UNITED STATES AND FOR LATIN AMERICA (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/FC_HIP2011.PDF) FINDS THAT OVER THE PAST DECADE, FOUNDATION GIVING EXPLICITLY DESIGNATED TO BENEFIT HISPANICS AND LATINOS HAS REMAINED VIRTUALLY UNCHANGED, EVEN AS THE HISPANIC POPULATION IN THE U.S. HAS GROWN SIGNIFICANTLY OVER THE SAME PERIOD. THE FIRST STUDY OF ITS KIND, THE REPORT EXAMINES FOUNDATION GIVING IN THE UNITED STATES BY FUNDER TYPE, ISSUE AREA, GEOGRAPHIC AREA, AND TYPE OF SUPPORT, AND IN LATIN AMERICA BY ISSUE AREA. PARTNERSHIP WITH ISSUELAB THE CENTER AND ISSUELAB HAVE COLLABORATED ON A NUMBER OF PROJECTS OF MUTUAL INTEREST. AMONG THESE ARE: - CONSOLIDATING BOTH ORGANIZATIONS' RESPECTIVE COLLECTIONS OF FOUNDATION-SUPPORTED RESEARCH RELEVANT TO THE NONPROFIT SECTOR. AS OF AUGUST 2011, THE FOUNDATION CENTER AND ISSUELAB'S COMBINED COLLECTION REPRESENTED APPROXIMATELY 10,500 DISCRETE LISTINGS REPRESENTING THE WORK OF APPROXIMATELY 1,400 ORGANIZATIONS. - ALLOWING WEB VISITORS TO DYNAMICALLY GENERATE READING LISTS REFLECTING THE COMBINED HOLDINGS OF BOTH ORGANIZATIONS. ISSUELAB DEVELOPED A WIDGET CURRENTLY IN USE THAT ALLOWS ISSUELAB LISTINGS TO BE INTEGRATED INTO GRANTSPACE, THE CENTER'S STATE-OF-THE-ART LEARNING PLATFORM THAT ENABLES GRANTSEEKERS TO MORE EASILY FIND ALL THE TRAINING TOOLS AND RESOURCES THEY NEED BOTH IN THE CLASSROOM AND ONLINE. - DEVELOPING NEW RESOURCES FOR USE IN BOTH FOUNDATION CENTER PROPERTIES AND POTENTIAL THIRD-PARTY CONTENT PARTNERS. ISSUELAB HELPED DEVELOP AN EDITORIAL APPROACH AND CONTENT FOR THE FIRST BRIEFING IN THE "PHILANTHROPY AND..." SERIES (HTTP://PNDBLOG.TYPEPAD.COM/PNDBLOG/2011/04/PHILANTHROPY-ANDJOB-CREATION.H TML), RELEASED IN APRIL 2011, WHICH INCLUDES INTERVIEWS WITH SIX NONPROFIT AND FOUNDATION LEADERS WORKING ON THE URGENT ISSUE OF JOB CREATION. GROWTH OF GLASSPOCKETS CURRENTLY, THE CENTER'S MAIN TOOL FOR ENCOURAGING GREATER TRANSPARENCY IN THE WORLD OF PHILANTHROPY IS ITS FREE WEB PLATFORM, GLASSPOCKETS (HTTP://WWW.GLASSPOCKETS.ORG). THE SITE'S RICH CONTENT IS ORGANIZED ACCORDING TO THREE BASIC CATEGORIES: FACTS ABOUT PHILANTHROPY, PHILANTHROPY AT WORK, AND LOOKING INSIDE FOUNDATIONS. AS SUCH, IT PROVIDES BASIC INFORMATION ABOUT THE ENTIRE FIELD, GIVES CLEAR EXAMPLES OF THE RELEVANCY OF FOUNDATIONS' WORK TO THE CHALLENGES OF OUR TIME, AND INCLUDES A RANGE OF TOOLS THAT IDENTIFY BEST PRACTICES AMONG FOUNDATIONS IN PROMOTING TRANSPARENCY IN THE DIGITAL AGE. DURING 2011, THE CENTER ADDED NEW TRANSPARENCY PROFILES TO GLASSPOCKETS, INTRODUCED A HEAT MAP TOOL (HTTP://WWW.GLASSPOCKETS.ORG/INSIDE/WHGP/PROFILES/WHGP_MAP_BY_FREQ.HTML), AND CONTINUED BUILDING A CONVERSATION ABOUT TRANSPARENCY ON THE NEW TRANSPARENCY TALK BLOG (HTTP://BLOG.GLASSPOCKETS.ORG/). A GROWING NUMBER OF FOUNDATIONS ARE USING GLASSPOCKETS AS A MEANS TO THINK THROUGH THEIR APPROACH TO TRANSPARENCY AND ACCOUNTABILITY AND TO BENCHMARK THEIR OWN WEB DESIGN AND SOCIAL MEDIA PRACTICES. ANALYSIS OF GRANTMAKER SALARIES AND BENEFITS THE COUNCIL ON FOUNDATION'S ANNUAL SALARY REPORT PROVIDES THE MOST COMPREHENSIVE INFORMATION AVAILABLE ON THE COMPOSITION AND COMPENSATION OF U.S. PRIVATE AND PUBLIC FOUNDATIONS AND CORPORATE GIVING PROGRAMS. ITS APRIL 2011 REPORT, 2010 GRANTMAKER SALARY AND BENEFITS REPORT: KEY FINDINGS (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/COF_SALARY_2011.PD F) WAS PREPARED IN COOPERATION WITH THE CENTER, WHICH CONDUCTED THE ANALYSIS. |
| LOCAL CHAPTERS, BRANCHES, OR AFFILIATES | FORM 990, PART VI, LINE 10A | THE CENTER MAINTAINS AND OPERATES A NETWORK OF 5 PROFESSIONALLY-STAFFED LIBRARY/LEARNING CENTERS IN NEW YORK CITY, SAN FRANCISCO, WASHINGTON D.C., CLEVELAND AND ATLANTA. THESE ARE UNINCORPORATED DIVISIONS THAT USE THE SAME TAX IDENTIFICATION NUMBER AS THE CENTER. THE LIBRARY/LEARNING CENTERS ARE GOVERNED BY THE SAME WRITTEN POLICIES AND PROCEDURES AS THE CENTER TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THOSE OF THE CENTER'S. |
| FORM 990 REVIEW | FORM 990, PART VI, LINE 11B | THE CENTER'S FORM 990 IS PREPARED BY THE ACCOUNTING MANAGER UNDER THE DIRECT SUPERVISION OF THE CONTROLLER AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION THOROUGHLY REVIEWS THE RETURN. THE DRAFT FORM 990 IS THEN REVIEWED BY MEMBERS OF THE TAX DEPARTMENT OF THE CENTER'S INDEPENDENT ACCOUNTING FIRM, KPMG LLP, AND THEN BY THE ORGANIZATION'S PRESIDENT. SUBSEQUENTLY, THE AUDIT COMMITTEE OF THE CENTER'S BOARD OF TRUSTEES AND THE FULL BOARD REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, SENIOR STAFF, AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING THE CENTER. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIRMAN OF THE BOARD. |
| COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE CENTER'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD, THROUGH THE USE OF AN INDEPENDENT CONSULTANT, OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. A FULL INDEPENDENT COMPENSATION REVIEW FOR ALL EXECUTIVES AND OTHER SELECTED STAFF WAS PERFORMED IN 2010. |
| AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | THE CENTER'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | AS OF DECEMBER 31, 2011, THE $(385,003) IN OTHER CHANGES IN NET ASSETS CONSISTS OF $(364,714) NET UNREALIZED INVESTMENT LOSSES FOR THE CURRENT YEAR AND AN ACTUARIAL LOSS OF $(20,289), WHICH REPRESENTS PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST. |
| CHANGE IN PRIOR YEAR ENDING BALANCE | FORM 990, PART X, COLUMN (A) | CERTAIN AMOUNTS IN THE 2010 ENDING BALANCE OF ACCOUNTS RECEIVABLE AND DEFERRED REVENUE WERE RECLASSIFIED TO CONFORM TO THE 2011 PRESENTATION AND IN ACCORDANCE WITH THE AUDITED FINANCIAL STATEMENTS. |