CNA CORPORATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CNA CORPORATION (EIN 54-1558882)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-09
- IRS object ID
- 201212229349300976
- Schema version
- 2010v3.7
- 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 | 2012-08-09T15:57:01-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K STREET NW STE 800W | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200053333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541558882 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CNA CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CNAC | NameControl |
| Phone | 7038242000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4825 MARK CENTER DRIVE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223111850 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER WINSLOW | Name |
| Title | SENIOR VP, CFO & TREASURER | Title |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024141000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MR ROBERT MURRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4825 MARK CENTER DRIVE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 138009946 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CNA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | CNA IS A NON-PROFIT RESEARCH ORGANIZATION THAT SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP POLICIES, MAKE INFORMED DECISIONS, AND MANAGE PROBLEMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 821 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 117847919 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 124027984 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 658526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1865783 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 118506445 | TotalRevenuePriorYear |
| Total Revenue Current Year | 125893767 | 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 | 82949986 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 87103104 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31163370 | OtherExpensePriorYear |
| Other Expenses Current Year | 35401248 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 114113356 | TotalExpensesPriorYear |
| Total Expenses Current Year | 122504352 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4393089 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3389415 | RevenuesLessExpensesCY |
| Total Assets BOY | 52772860 | TotalAssetsBOY |
| Total Assets EOY | 53358475 | TotalAssetsEOY |
| Total Liabilities BOY | 17888777 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17168134 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34884083 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36190341 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CNA IS A NON-PROFIT RESEARCH ORGANIZATION THAT OPERATES THE CENTER FOR NAVAL ANALYSES, A FEDERALLY FUNDED RESEARCH CENTER THAT HAS SUPPORTED THE NAVY AND MARINE CORPS FOR NEARLY SEVENTY YEARS, AND THE INSTITUTE FOR PUBLIC RESEARCH THAT PROVIDES SUPPORT TO A BROAD RANGE OF GOVERNMENT CLIENTS IN EDUCATION, HEALTH CARE AND PUBLIC HEALTH, HOMELAND SECURITY, HUMAN CAPITAL MANAGEMENT AND AIR TRAFFIC MANAGEMENT. CNA SPECIALIZES IN OBJECTIVE, EMPIRICAL RESEARCH AND ANALYSIS TO HELP DECISION MAKERS DEVELOP SOUND POLICIES, MAKE BETTER-INFORMED DECISIONS, AND MANAGE PROGRAMS MORE EFFECTIVELY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17432571 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | CNA'S RESOURCE ANALYSIS DIVISION (RAD) PROVIDES ANALYTICAL SERVICES TO THE NAVY, MARINES AND OTHER DEPARTMENT OF DEFENSE ACTIVITIES - UTILIZING EMPIRICAL RESEARCH AND MODELING AND SIMULATION TO HELP DEVELOP, EVALUATE, AND IMPLEMENT POLICIES, PRACTICES, AND PROGRAMS THAT IMPROVE THE EFFECTIVENESS AND EFFICIENCY OF THEIR PEOPLE. MAJOR AREAS OF RESEARCH INCLUDE ENERGY AND ENVIRONMENT; MANPOWER MANAGEMENT; ACQUISITION AND COST; INFRASTRUCTURE, AND MILITARY READINESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17108435 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | ADVANCED TECHNOLOGY & SYSTEMS ANALYSIS (ATSA) RESEARCH FOCUSES ON ANALYSES OF WAYS TO IMPROVE FUTURE MATERIAL READINESS FOR THE NAVY, MARINE CORPS, AND OTHER COMPONENTS OF THE DEPARTMENT OF DEFENSE. ANALYSTS ASSESS ALTERNATIVE TECHNICAL AND SYSTEMS APPROACHES TO ADDRESS EMERGING GAPS IN THE CAPABILITIES OF U.S. FORCES, AND ANALYZE THOSE ALTERNATIVES TO ASSESS THEIR COST, PERFORMANCE, AND RISKS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15744114 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | SINCE 1942, THE OPERATIONS EVALUATION GROUP (OEG) HAS ASSIGNED ANALYSTS TO COMMANDERS OF NAVY AND MARINE FORCES (AND MORE RECENTLY JOINT COMMANDS) AROUND THE WORLD TO PROVIDE ON-SITE ANALYSES OF OPERATIONAL ISSUES. ITS RESEARCH IS FOCUSED ON OPERATIONAL ANALYSIS OF TACTICS, SYSTEMS EFFECTIVENESS AND READINESS AND TRAINING IN ORDER TO IMPROVE THE EFFECTIVENESS OF OUR DEPLOYED MILITARY FORCES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52987898 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | OTHER PROGRAMS (SEE SCHEDULE O) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 52987898 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 103273018 | 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 | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | 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 | true | 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 | 233 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 821 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | false | LocalChapters |
| 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 | false | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTOPHER WINSLOW | NamePerson |
| Telephone Number | 7038242412 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4825 MARK CENTER DRIVE | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22311 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GORDON M AMBACH | ||||||||
| TRUSTEE | 3.0 | X | 17000 | 0 | 0 | |||
| FREDERICK S BENSON | ||||||||
| TRUSTEE | 3.0 | X | 19000 | 0 | 0 | |||
| WALTER D BROADNAX | ||||||||
| TRUSTEE | 3.0 | X | 19000 | 0 | 0 | |||
| RICHARD N COOPER | ||||||||
| TRUSTEE | 3.0 | X | 20500 | 0 | 0 | |||
| PHIL E DEPOY | ||||||||
| TRUSTEE | 3.0 | X | 18000 | 0 | 0 | |||
| MAURA HARTY | ||||||||
| TRUSTEE | 3.0 | X | 11000 | 0 | 0 | |||
| JOSEPH P HOAR | ||||||||
| TRUSTEE | 3.0 | X | 19000 | 0 | 0 | |||
| ELIZABETH JONES | ||||||||
| TRUSTEE | 3.0 | X | 16000 | 0 | 0 | |||
| PETER G KELLY | ||||||||
| TRUSTEE | 3.0 | X | 18500 | 0 | 0 | |||
| JOSEPH T LOPEZ | ||||||||
| TRUSTEE | 3.0 | X | 19000 | 0 | 0 | |||
| ROBERT MAGNUS | ||||||||
| TRUSTEE | 3.0 | X | 12500 | 0 | 0 | |||
| GILBERT S OMENN | ||||||||
| TRUSTEE | 3.0 | X | 20500 | 0 | 0 | |||
| LOIS D RICE | ||||||||
| TRUSTEE | 3.0 | X | 18000 | 0 | 0 | |||
| ROZANNE RIDGWAY | ||||||||
| TRUSTEE | 3.0 | X | 33500 | 0 | 0 | |||
| RODERICK VON LIPSEY | ||||||||
| TRUSTEE | 3.0 | X | 18000 | 0 | 0 | |||
| CHARLES BOWSHER | ||||||||
| TRUSTEE (UNTIL DEC 2010) | 0.0 | X | 20500 | 0 | 0 | |||
| WILLIAM K BREHM | ||||||||
| TRUSTEE (UNTIL DEC 2010) | 0.0 | X | 13000 | 0 | 0 | |||
| ROBERT MURRAY | ||||||||
| PRESIDENT & CEO | 40.0 | 906396 | 0 | 62050 | X | |||
| SHERRI GOODMAN | ||||||||
| GENERAL COUNSEL & SECRETARY | 35.0 | 263420 | 0 | 51707 | X | |||
| WANDA COOK | ||||||||
| VP FINANCE & CONTROLLER | 40.0 | 186654 | 0 | 28595 | X | |||
| LUTHER LAU | ||||||||
| SR VP CFO & TREAS (TIL 07/11) | 40.0 | 243816 | 0 | 29586 | X | |||
| LEE F GUNN | ||||||||
| PRES. - INST. PUB. RESEARCH | 40.0 | 300715 | 0 | 24186 | X | |||
| KATHERINE MCGRADY | ||||||||
| EXEC. VP & DIR OF RESEARCH | 40.0 | 319773 | 0 | 56187 | X | |||
| PAUL SPEER | ||||||||
| PRES. - CTR FOR NAVAL ANALYSES | 40.0 | 263939 | 0 | 54811 | X | |||
| ALINE QUESTER | ||||||||
| VP/DIRECTOR | 40.0 | 237701 | 0 | 36831 | X | |||
| KEITH COSTA | ||||||||
| VP/DIRECTOR | 40.0 | 189216 | 0 | 31020 | X | |||
| MARK GEIS | ||||||||
| VP/DIRECTOR | 40.0 | 245278 | 0 | 31763 | X | |||
| TIMOTHY BERES | ||||||||
| VP/DIRECTOR | 40.0 | 265636 | 0 | 50189 | X | |||
| JEFFERY MIERS | ||||||||
| VP & DIRECTOR | 40.0 | 201539 | 0 | 38786 | X | |||
| MARK LEWELLYN | ||||||||
| VP/DIRECTOR (UNTIL APRIL 2011) | 40.0 | 249685 | 0 | 33790 | X | |||
| WILLIAM MORGAN | ||||||||
| PRINCIPAL RESEARCH SCIENTIST | 40.0 | 307616 | 0 | 27192 | X | |||
| DANIEL ROEK | ||||||||
| US PACIFIC FLEET, HONOLULU HI | 40.0 | 264692 | 0 | 26640 | X | |||
| JAMES NORTH | ||||||||
| USS ABRAHAM LINCOLN, WA | 40.0 | 257282 | 0 | 26749 | X | |||
| HERBERT BROYHILL | ||||||||
| VP BUSINESS DEVELOPMENT | 40.0 | 245124 | 0 | 29824 | X | |||
| JED SNYDER | ||||||||
| SR. RESEARCH SCIENTIST | 40.0 | 240856 | 0 | 22183 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5502338 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 662089 | TotalOtherCompensation |
| Number Individuals GT100 K | 316 | 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 |
|---|---|---|---|---|---|
| DIGITAL SANDBOX INC | |||||
| 8260 GREENSBORO DRIVE SUITE 200 | MCLEAN | VA | 22102 | SUBCON ON DIR CNTRCT | 1560931 |
| BOOZ ALLEN HAMILTON INC | |||||
| 8323 GREENSBORO DRIVE | MCLEAN | VA | 22102 | SUBCON ON DIR CNTRCT | 1415353 |
| VERTEX SOLUTIONS INC | |||||
| 7389 LEE HIGHWAY SUITE 301 | FALLS CHURCH | VA | 22042 | SUBCON ON DIR CNTRCT | 1087823 |
| HASSETT WILLIS COMPANY | |||||
| 1455 PENNSYLVANIA AVENUE SUITE 100 | WASHINGTON | DC | 20004 | SUBCON ON DIR CNTRCT | 834438 |
| BATTELLE MEMORIAL INSTITUTE | |||||
| 505 KING AVENUE | COLUMBUS | OH | 43201 | SUBCON ON DIR CNTRCT | 364818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 34 | NumberOfContractorsGT100K |
| Government Grants | 124027984 | GovernmentGrants |
| All Other Contributions | 0 | AllOtherContributions |
| Total Contributions | 124027984 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 304489 | TotalRevenueColumn |
| Exclusion | $304,489 | 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 | 13672419 | Securities |
| Other | 5054 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12090976 | Securities |
| Other | 25203 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1581443 | Securities |
| Other | -20149 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1561294 | TotalRevenueColumn |
| Exclusion | $1,561,294 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125893767 | TotalRevenueColumn |
| Exclusion | $1,865,783 | 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 | 4502458 | Total |
| Program Services | 2026656 | ProgramServices |
| Management And General | 2475802 | ManagementAndGeneral |
| Fundraising | 0 | 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 | 58672891 | Total |
| Program Services | 51609222 | ProgramServices |
| Management And General | 7063669 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5682831 | Total |
| Program Services | 4735284 | ProgramServices |
| Management And General | 947547 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13482020 | Total |
| Program Services | 11887886 | ProgramServices |
| Management And General | 1594134 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4762904 | Total |
| Program Services | 3968744 | ProgramServices |
| Management And General | 794160 | ManagementAndGeneral |
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 | 543717 | Total |
| Management And General | 543717 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387566 | Total |
| Management And General | 387566 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13530661 | Total |
| Program Services | 12680752 | ProgramServices |
| Management And General | 849909 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1785875 | Total |
| Program Services | 1471555 | ProgramServices |
| Management And General | 314320 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1670263 | Total |
| Program Services | 1123943 | ProgramServices |
| Management And General | 546320 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7871432 | Total |
| Program Services | 6856741 | ProgramServices |
| Management And General | 1014691 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2783775 | Total |
| Program Services | 2643097 | ProgramServices |
| Management And General | 140678 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20119 | Total |
| Management And General | 20119 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1848870 | Total |
| Program Services | 1458427 | ProgramServices |
| Management And General | 390443 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TRAINING/DEVELOPMENT | 443587 | 328168 | 115419 |
| EMPLOYMENT EXPENSE | 330006 | 229704 | 100302 |
| RELOCATION EXPENSE | 1572628 | 1564616 | 8012 |
| OTHER | 2612749 | 688223 | 1924526 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122504352 | Total |
| Program Services | 103273018 | ProgramServices |
| Management And General | 19231334 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9834531 | BOY |
| EOY | 4490975 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21921053 | BOY |
| EOY | 27736313 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102253 | BOY |
| EOY | 96168 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681600 | BOY |
| EOY | 625842 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24475630 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16383087 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8570740 | BOY |
| EOY | 8092543 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11381357 | BOY |
| EOY | 12068589 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281326 | BOY |
| EOY | 248045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52772860 | BOY |
| EOY | 53358475 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15010788 | BOY |
| EOY | 11599479 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178477 | BOY |
| EOY | 3170154 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2699512 | BOY |
| EOY | 2398501 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17888777 | BOY |
| EOY | 17168134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34884083 | BOY |
| EOY | 36190341 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34884083 | BOY |
| EOY | 36190341 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52772860 | BOY |
| EOY | 53358475 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3389415 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2083157 | 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101709364 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109440105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111890221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117847919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124027984 | CurrentTaxYear |
| Total | 564915593 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 101709364 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109440105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111890221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117847919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124027984 | CurrentTaxYear |
| Total | 564915593 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 564915593 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 633759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 380183 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 259752 | CurrentTaxYearMinus1Year |
| Current Tax Year | 304489 | CurrentTaxYear |
| Total | 1805544 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 633759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 380183 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 259752 | CurrentTaxYearMinus1Year |
| Current Tax Year | 304489 | CurrentTaxYear |
| Total | 1805544 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102343123 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109820288 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 112117582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118107671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124332473 | CurrentTaxYear |
| Total | 566721137 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99681 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99624 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00319 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00376 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6168911 | OtherCostOrOtherBasis |
| Depreciation | 4290679 | Depreciation |
| Book Value | 1878232 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10420764 | OtherCostOrOtherBasis |
| Depreciation | 7977409 | Depreciation |
| Book Value | 2443355 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7885955 | OtherCostOrOtherBasis |
| Depreciation | 4114999 | Depreciation |
| Book Value | 3770956 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8092543 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $2,398,501 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2398501 | TotalOfAmounts |
| Total Revenue | 125893767 | TotalRevenue |
| Total Expenses | 122504352 | TotalExpenses |
| Excess Or Deficit For Year | 3389415 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2083157 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2083157 | TotalAdjustments |
| Excess Or Deficit Per FS | 1306258 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 123830759 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2083157 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2083157 | RevenueNotRptdF990 |
| Revenue Subtotal | 125913916 | RevenueSubtotal |
| Other Revenues Not Included | -20149 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -20149 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 125893767 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 122524501 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 20149 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 20149 | ExpensesNotRptdF990 |
| Expenses Subtotal | 122504352 | ExpensesSubtotal |
| Total Expenses Per Form990 | 122504352 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE D, PART XII, LINE 4B: | RECLASS LOSS ON FIXED ASSET DISPOSAL: -$20,149 |
| SCHEDULE D, PART XIII, LINE 2D: | RECLASS LOSS ON FIXED ASSET DISPOSAL: $20,149 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | 1316757 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | 774496 |
| Middle East and North Africa | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | 259757 |
| South Asia | 0 | 1 | Program Services | ONSITE CLIENT ANALYSIS | 164337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2515347 | SubtotalAmountSpent |
| Total Amount Spent | 2515347 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT MURRAY | |||||||||||||
| 381747 | 0 | 55000 | 0 | 469649 | 0 | 26815 | 0 | 35235 | 0 | 968446 | 0 | 0 | 0 |
| SHERRI GOODMAN | |||||||||||||
| 203016 | 0 | 37000 | 0 | 23404 | 0 | 20821 | 0 | 30886 | 0 | 315127 | 0 | 0 | 0 |
| WANDA COOK | |||||||||||||
| 167695 | 0 | 10000 | 0 | 8959 | 0 | 16126 | 0 | 12469 | 0 | 215249 | 0 | 0 | 0 |
| LEE F GUNN | |||||||||||||
| 223663 | 0 | 52000 | 0 | 25052 | 0 | 22050 | 0 | 2136 | 0 | 324901 | 0 | 0 | 0 |
| KATHERINE MCGRADY | |||||||||||||
| 244621 | 0 | 52000 | 0 | 23152 | 0 | 37375 | 0 | 18812 | 0 | 375960 | 0 | 0 | 0 |
| PAUL SPEER | |||||||||||||
| 206391 | 0 | 35000 | 0 | 22548 | 0 | 25895 | 0 | 28916 | 0 | 318750 | 0 | 0 | 0 |
| ALINE QUESTER | |||||||||||||
| 179127 | 0 | 15000 | 0 | 43574 | 0 | 22764 | 0 | 14067 | 0 | 274532 | 0 | 0 | 0 |
| KEITH COSTA | |||||||||||||
| 170092 | 0 | 5000 | 0 | 14124 | 0 | 18559 | 0 | 12461 | 0 | 220236 | 0 | 0 | 0 |
| MARK GEIS | |||||||||||||
| 190925 | 0 | 25000 | 0 | 29353 | 0 | 22828 | 0 | 8935 | 0 | 277041 | 0 | 0 | 0 |
| TIMOTHY BERES | |||||||||||||
| 203641 | 0 | 45000 | 0 | 16995 | 0 | 20716 | 0 | 29473 | 0 | 315825 | 0 | 0 | 0 |
| JEFFERY MIERS | |||||||||||||
| 176033 | 0 | 15000 | 0 | 10506 | 0 | 19069 | 0 | 19717 | 0 | 240325 | 0 | 0 | 0 |
| WILLIAM MORGAN | |||||||||||||
| 139313 | 0 | 12500 | 0 | 155803 | 0 | 17988 | 0 | 9204 | 0 | 334808 | 0 | 0 | 0 |
| DANIEL ROEK | |||||||||||||
| 103056 | 0 | 18000 | 0 | 143636 | 0 | 12245 | 0 | 14395 | 0 | 291332 | 0 | 0 | 0 |
| JAMES NORTH | |||||||||||||
| 128873 | 0 | 13000 | 0 | 115409 | 0 | 16860 | 0 | 9889 | 0 | 284031 | 0 | 0 | 0 |
| HERBERT BROYHILL | |||||||||||||
| 183124 | 0 | 40000 | 0 | 22000 | 0 | 18740 | 0 | 11084 | 0 | 274948 | 0 | 0 | 0 |
| JED SNYDER | |||||||||||||
| 162537 | 0 | 10000 | 0 | 68319 | 0 | 13397 | 0 | 8786 | 0 | 263039 | 0 | 0 | 0 |
| LUTHER LAU | |||||||||||||
| 201816 | 0 | 20000 | 0 | 22000 | 0 | 20315 | 0 | 9271 | 0 | 273402 | 0 | 0 | 0 |
| MARK LEWELLYN | |||||||||||||
| 188650 | 0 | 30000 | 0 | 31035 | 0 | 23576 | 0 | 10214 | 0 | 283475 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, PART II: | THE CALENDAR YEAR 2010 TOTAL REMUNERATION INDICATED IN SCHEDULE J, PART II, COLUMN (E) ON PAGE 31 FOR MR. MURRAY INCLUDES THE ANNUAL BASE COMPENSATION, AND THE ONE-TIME VACATION PAYOUT, STANDARD HEALTHCARE AND RETIREMENT BENEFITS. IN FY 2010, CNA INITIATED AN ACTION TO REDUCE THE FINANCIAL LIABILITY OF THE ORGANIZATION BY LIMITING EMPLOYEES' ANNUAL LEAVE VACATION ACCRUAL TO 240 HOURS FOR EMPLOYEES WITH ZERO (0) TO THREE (3) YEARS OF SERVICE OR 320 HOURS FOR EMPLOYEES WITH MORE THAN THREE (3) YEARS OF SERVICE IN ACCORDANCE WITH THE ANNUAL LEAVE VACATION POLICY. THE PURPOSE OF EXECUTING THE POLICY IS TO LIMIT THE NUMBER OF ANNUAL HOURS ANY ONE EMPLOYEE COULD ACCRUE IN ORDER TO REDUCE THE ORGANIZATION'S FINANCIAL LIABILITY AND IMPROVE THE BALANCE SHEET AS WELL AS THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION. THE ANNUAL LEAVE VACATION POLICY REQUIRES ALL EMPLOYEES WITH A VACATION LEAVE BALANCE IN EXCESS OF 240 OR 320 HOURS, TO REDUCE THEIR VACATION BALANCE TO ALIGN WITH THE APPROVED ANNUAL LEAVE VACATION POLICY. THIS ALIGNMENT RESULTED IN A ONE-TIME CASH PAYOUT IN CALENDAR YEAR 2010 FOR ALL EMPLOYEES WITH AN ANNUAL LEAVE BALANCE THAT EXCEEDED THE REVISED ANNUAL LEAVE POLICY. THE ONE-TIME CASH EVENT HAD NO IMPACT ON THE INDIRECT COSTS OR INDIRECT RATES CHARGED THROUGH CNA CONTRACTS TO THE ORGANIZATION'S CLIENTS. MR. R. MURRAY WAS ONE OF THE MANY EMPLOYEES WHOSE ACCRUED VACATION BALANCE EXCEEDED THE NEW LEAVE POLICY - HIS LONG-TERM COMMITMENT TO CNA AND ITS MISSION RESULTED IN MR. MURRAY'S ONE-TIME CASH PAYOUT OF $447,895.72. MR. MURRAY'S 2009 AND 2010 CALENDAR YEAR BASE SALARY, AS INDICATED IN COLUMN B (I) WAS $371,173 AND $381,747 RESPECTIVELY. |
| SCHEDULE J, PART I, LINE 1: | TRAVEL FOR BUSINESS PURPOSES IS LIMITED TO ECONOMY CLASS FOR ALL MODES OF TRANSPORTATION. FIRST-CLASS TRAVEL MAY BE GRANTED TO ANY EMPLOYEE WHEN ECONOMY CLASS REQUIRES CIRCUITOUS ROUTING AND PROLONGED TRAVEL WOULD OFFSET TRANSPORTATION SAVINGS, OR IS NOT REASONABLY ADEQUATE FOR THE PHYSICAL OR MEDICAL NEEDS OF THE TRAVELER. FOR EMPLOYEES SENT OFF-SITE FOR FIELD ASSIGNMENTS, CNA OFFERS RELOCATION BENEFITS AS PART OF THE PACKAGE FOR RELOCATION. THESE INCLUDE TRAVEL COSTS FOR SPOUSE AND HOUSING ALLOWANCES DURING THEIR ASSIGNMENT. THESE BENEFITS ARE CORPORATE-WIDE POLICIES AND NOT OFFERED EXCLUSIVELY TO EXECUTIVES. |
| SCHEDULE J, PART I, LINE 7: | ALL BONUSES HAVE A WRITTEN JUSTIFICATION. BONUSES ARE APPROVED BY VICE PRESIDENTS FOR THEIR STAFFS AND APPROVED BY THE NEXT LEVEL EXECUTIVE (PRESIDENTS OR COO OR CFO) MAKING SURE THAT THE BONUSES ARE EQUITABLE AND REASONABLE AND WITHIN THE ALLOTTED POOL OF MONEY. EACH EXECUTIVE'S COMPLETE SET OF DATA IS THEN PRESENTED TO THE CEO FOR APPROVAL. THE CEO DESIGNATES BONUSES FOR VPS AND ABOVE. THE PEOPLE AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE CEO'S DIRECT REPORTS AND APPROVES THEM AS WELL AS DESIGNATING ANY BONUS FOR THE CEO. THE BONUS PAYMENTS WERE BASED ON: 1) SUPERIOR PERFORMANCE: IN RECOGNITION OF VARIOUS FORMS OF PERFORMANCE ABOVE AND BEYOND EXPECTATIONS. EXAMPLES OF SUCH ACTIONS ARE: PERFORMING WORK THAT HAS A SIGNIFICANT IMPACT ON A CLIENT'S DECISION OR GOVERNMENT PERFORMANCE; TURNING A BAD CLIENT RELATIONSHIP INTO A GOOD ONE THROUGH UNUSUAL EFFORTS; MAKING A SIGNIFICANT PERSONAL SACRIFICE TO SUPPORT CNA OBJECTIVES; MAKING CNA SIGNIFICANTLY MORE EFFICIENT THROUGH UNUSUALLY CREATIVE MANAGERIAL OR ADMINISTRATIVE ACTIONS; ACHIEVING ANALYTICAL EXCELLENCE OF AN OUT-OF-THE-ORDINARY MANNER. NORMALLY, SUSTAINED SUPERIOR PERFORMANCE IS NOT A CRITERION FOR THIS AWARD. 2) BUSINESS DEVELOPMENT: IN RECOGNITION OF UNCOMMON EFFORTS TO ATTRACT ABOVE-CEILING AND ABOVE-CORE BUSINESS. IN CERTAIN CASES, A PORTION OF A BONUS AWARD MAY BE EARNED EVEN IF THE EFFORT DOES NOT RESULT IN NEW BUSINESS. THE DEGREE OF DIFFICULTY INVOLVED IN PURSUING THE NEW BUSINESS AND THE DEGREE OF SUCCESS IN ACQUIRING NEW BUSINESS SHOULD BE CONSIDERED. DIRECTORS' AND OFFICERS' LIABILITY INSURANCE PREMIUMS HAVE BEEN PAID BY THE ORGANIZATION. BENEFIT IS BEING REPORTED IN TOTAL AND IS NOT SHOWN IN THE ALLOCATION OF PART VII/ SCHEDULE J. THE CURRENT YEAR PREMIUM IS $36,940. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| EDSEL MCGRADY | |||
| SPOUSE OF KEY EMPLOYEE | 83087 | EMPLOYMENT CONTRACT | false |
| LAURA GEIS | |||
| SPOUSE OF KEY EMPLOYEE | 52352 | EMPLOYMENT CONTRACT | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV: | Identifier |
| Explanation | THERE IS A SPOUSAL RELATIONSHIP BETWEEN EDSEL MCGRADY AND KEY EMPLOYEE KATHERINE MCGRADY, AND LAURA GEIS AND KEY EMPLOYEE MARK GEIS. IMMEDIATE RELATIVES OF EMPLOYEES ARE CONSIDERED FOR EMPLOYMENT ON THE SAME BASIS AS OTHER CANDIDATES. RELATIVES ARE NOT HIRED BASED ON FAVORITISM; EMPLOYEES ARE NOT ADVANCED BASED ON FAMILY RELATIONSHIPS; AND HIRING AND PROMOTION DECISIONS MUST NOT LEAD TO INEQUITIES OR LAXITY IN THE APPLICATION OF POLICIES AND PROCEDURES OR STANDARDS OF PERFORMANCE AND CONDUCT. FURTHER, RELATIVES ARE NOT ALLOWED TO BE IN THE SAME MANAGEMENT CHAIN OF COMMAND. CONCERNS REGARDING THE APPLICATION OF THIS POLICY SHOULD BE DIRECTED TO THE VICE PRESIDENT, HUMAN RESOURCES. SITUATIONS THAT RESULT FROM THE MARRIAGE OF CURRENT EMPLOYEES MAY NECESSITATE REVIEW OF THE EMPLOYEES' POSITIONS AND RE-ASSIGNMENTS TO COMPLY WITH THIS POLICY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART III, LINE 4D: | THE OPERATIONS AND TACTICS ANALYSIS DIVISION (OTA) SUPPLEMENTS THE WORK OF THE INDIVIDUAL FIELD-BASED ANALYSTS OF THE OPERATIONS EVALUATION GROUP. THE DIVISION OFTEN INTEGRATES THE WORK OF THE FIELD ANALYSTS FROM MANY DIFFERENT FLEETS AND FORCES IN ORDER TO PROVIDE A BROADER VIEW OF PARTICULAR ISSUES. IT ALSO WORKS ON NEAR-TERM PROBLEMS FACING DECISION MAKERS IN WASHINGTON RELATED TO CURRENT OPERATIONAL SYSTEMS. THE CENTER FOR STRATEGIC STUDIES (CSS) CONDUCTS RESEARCH AND ANALYSES OF STRATEGIC, REGIONAL, AND POLICY ISSUES RELATED TO SECURITY AND POLITICAL-MILITARY MATTERS. MUCH OF THE CENTER'S WORK INFLUENCES U.S. STRATEGY AND FORCE ASSESSMENTS. THE CHINA STUDIES DIVISION (CHS) INCLUDES 20 ANALYSTS WHO HAVE LIVED, WORKED, OR STUDIED IN "GREATER CHINA". THE DIVISION ANALYZES CHINA'S EMERGING ROLE IN THE INTERNATIONAL ORDER, IMPORTANT ISSUES IN U.S. - CHINA RELATIONS, AND CRITICAL DEVELOPMENTS WITHIN CHINA ITSELF. AIR TRAFFIC MANAGEMENT (ATM) PROVIDES THE FEDERAL AVIATION ADMINISTRATION AND OTHER AVIATION SYSTEM CLIENTS WITH WIDE-RANGING TECHNICAL AND ANALYTICAL SUPPORT IN HELPING TO ENSURE A SAFE, SECURE, AND EFFICIENT GLOBAL AIRSPACE SYSTEM THAT CONTRIBUTES TO NATIONAL SECURITY AND U.S. ECONOMIC DEVELOPMENT. ATM ALSO SUPPORTS THE CIVIL AVIATION SECURITY RESPONSIBILITIES OF U.S. DEPARTMENT OF HOMELAND SECURITY. ATM'S TEAM OF ANALYSTS INCLUDES ENGINEERS, SCIENTISTS, MATHEMATICIANS, ECONOMISTS, AND INFORMATION SYSTEMS PROFESSIONALS. THESE EXPERTS WORK DIRECTLY WITH CLIENTS TO SOLVE COMPLEX TECHNICAL OPERATIONAL, AND POLICY PROBLEMS, AND CONSULT WITH THE BROADER AVIATION COMMUNITY TO OBTAIN REQUISITE TECHNICAL AND OPERATIONAL INPUT. CNA EDUCATION (EDU) HELPS POLICYMAKERS AND PRACTITIONERS TO IMPROVE THE QUALITY OF PUBLIC EDUCATION BY PROVIDING CRITICAL DECISION-MAKING SUPPORT. OUR APPROACH COMBINES THE SCIENTIFIC RIGOR OF A RESEARCH INSTITUTION WITH A FIRSTHAND UNDERSTANDING OF EDUCATION ISSUES AND THEIR REAL-WORLD IMPLICATIONS. WE ANALYZE AND SOLVE PROBLEMS WITH OBJECTIVE SCIENTIFIC METHODS, EVIDENCE-BASED ANALYSIS, ON-SCENE FIELD EXPERIENCE, AND ABSOLUTE DATA INTEGRITY. THROUGH THIS UNIQUE APPROACH, WE ASSIST A DIVERSE RANGE OF STAKEHOLDERS FROM STATE AND FEDERAL POLICYMAKERS TO HIGHER EDUCATION INSTITUTIONS TO SCHOOL DISTRICTS AND SCHOOLS. OUR TEAM'S EXTENSIVE EXPERIENCE WITH APPLIED ANALYSIS, RANDOMIZED TRIALS, PROGRAM EVALUATION, AND TECHNICAL ASSISTANCE ALLOWS US TO PROVIDE OUR CLIENTS WITH CLEAR, CREDIBLE ANALYSIS AND ACTIONABLE SOLUTIONS. ORGANIZATIONAL LEARNING & EFFECTIVENESS (OLE) PROVIDES FACT-BASED, IN-DEPTH ORGANIZATIONAL PERFORMANCE AND HUMAN CAPITAL MANAGEMENT CONSULTING SERVICES TO A RANGE OF CLIENTS, OFFERING EXPERT ASSISTANCE IN STRATEGIC, HUMAN CAPITAL, AND WORKFORCE PLANNING; ORGANIZATIONAL DEVELOPMENT; PERFORMANCE MEASUREMENT; AND BUSINESS PROCESS IMPROVEMENT. HEALTH RESEARCH & POLICY (HRP) COMBINES ROBUST RESEARCH AND ANALYSIS WITH A PRACTICAL, FIRSTHAND UNDERSTANDING OF THE HEALTH CARE INDUSTRY AT THE INDIVIDUAL, LOCAL, STATE, AND NATIONAL LEVELS. PARTICULAR AREAS OF EXPERTISE INCLUDE: ORGANIZING, FINANCING, AND DELIVERING HEALTH CARE; LONG-TERM CARE; QUALITY OF CARE AND PATIENT SAFETY; GOVERNMENT HEALTH PROGRAMS; SUBSTANCE ABUSE AND PREVENTION; AND EMERGENCY RESPONSE AND PREPAREDNESS. HRP ANALYZES AND EXPLORES THE MANY CRITICAL ISSUES THAT AFFECT THE NATION'S HEALTH CARE INDUSTRY INCLUDING ISSUES RELATING TO EXECUTIVE MANAGEMENT AND GOVERNANCE, OPERATIONS MANAGEMENT, CUSTOMER MANAGEMENT, CARE MANAGEMENT, PROVIDER NETWORK MANAGEMENT, FINANCIAL MANAGEMENT, AND HUMAN RESOURCES. BECAUSE OF THE TEAM'S EXPERIENCE IN, AND UNDERSTANDING OF, KEY HEALTH CARE ISSUES, HRP IS ABLE TO PROVIDE THE HIGH-QUALITY RESEARCH AND ANALYSIS THAT ENABLE HEALTH CARE POLICY-MAKERS AND PRACTITIONERS TO IMPROVE THE NATION'S HEALTH CARE SYSTEM. SAFETY & SECURITY (SAS) PROVIDES ANALYSIS AND GUIDANCE TO SUPPORT EVOLVING STANDARDS AND PRACTICES AND GIVES RECOMMENDATIONS FOR IMPROVING DECISION-MAKING AT ALL LEVELS DURING CRISIS OPERATIONS. WE WORK WITH SENIOR DECISION-MAKERS IN FEDERAL, STATE, AND LOCAL AGENCIES AS WELL AS WITH MEMBERS OF THE HOMELAND SECURITY PROFESSIONAL COMMUNITY OF LAW ENFORCEMENT OFFICIALS, FIREFIGHTERS, PUBLIC HEALTH OFFICIALS, AND EMERGENCY MEDICAL PERSONNEL. WE CONSULT WITH EXPERTS AND OFFICIALS RESPONSIBLE FOR THE SECURITY ISSUES RELATED TO TRANSPORTATION AND TO NUCLEAR, CHEMICAL, AND BIOLOGICAL CONCERNS. AND WE WORK WITH SPECIALISTS IN THE AREAS OF INFRASTRUCTURE AND COMMUNICATIONS AT THE FEDERAL, REGIONAL, STATE, AND LOCAL LEVELS TO IMPROVE THE COORDINATION AND COOPERATION AMONG THESE DISPARATE DECISION-MAKERS. |
| PART VI, LINE 11B: | THE FORM 990 IS PREPARED BY CNA'S EXTERNAL TAX ADVISERS, REVIEWED BY CNA'S MANAGEMENT, AND PRESENTED TO THE AUDIT COMMITTEE. COPIES OF THE RETURN ARE PROVIDED TO ALL TRUSTEES. THE DRAFT VERSION IS THEN FINALIZED AFTER INCORPORATING FEEDBACK RECEIVED FROM THE AUDIT COMMITTEE. THE FINAL VERSION OF THE RETURN IS PROVIDED TO EACH VOTING BOARD MEMBER AND THEN FILED WITH THE IRS. |
| PART VI, LINE 12C: | THE CONFLICT OF INTEREST FORMS ARE FILED ANNUALLY BY OUR TRUSTEES AND KEY EXECUTIVES. BOARD MEMBERS AND KEY EXECUTIVES ARE PROVIDED INFORMATION ABOUT ORGANIZATIONS AND VENDORS WITH WHOM CNA IS CONDUCTING BUSINESS ON A QUARTERLY BASIS. THESE INDIVIDUALS USE THAT INFORMATION TO DETERMINE POSSIBLE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. THIS INFORMATION IS REVIEWED BY OUR IN-HOUSE LEGAL COUNSEL TO DETERMINE IF ANY CONFLICTS OR RELATIONSHIPS REQUIRING DISCLOSURE OCCUR. IF A CONFLICT NEEDS TO BE DISCLOSED OR ADDRESSED, LEGAL COUNSEL DETERMINES THE APPROPRIATE COURSE OF ACTION. |
| PART VI, LINE 15A AND 15B: | CNA'S HUMAN RESOURCES DEPARTMENT USES COMPENSATION SURVEYS AND EXTERNAL DATA TO DETERMINE SALARIES OF ALL EMPLOYEES. THE CEO'S SALARY IS APPROVED BY THE CHAIRMAN OF THE COMPENSATION COMMITTEE. THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE CEO. THE LAST COMPENSATION REVIEW BY A THIRD PARTY AND SALARY BENCHMARKING FOR EXECUTIVES WAS DONE IN JUNE 2010. |
| PART VI, LINE 19: | CNA CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| PART XI, LINE 5: | UNREALIZED LOSS ON INVESTMENTS (2,083,157) |