INSTITUTE FOR HUMANE STUDIES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR HUMANE STUDIES (EIN 94-1623852)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-03-11
- IRS object ID
- 202610709349301481
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-11T14:57:54-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941623852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for Humane Studies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Leff | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7039934880 | PhoneNum |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda E Waterhouse | PreparerPersonNm |
| PTIN | P02014004 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2026-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gary Leff | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,202,367 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theihs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,655,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,673,897 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $104,538 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $221,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,019,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $939,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $277,036 | PYOtherRevenueAmt |
| CY Other Revenue | $292,759 | CYOtherRevenueAmt |
| PY Total Revenue | $31,057,023 | PYTotalRevenueAmt |
| CY Total Revenue | $21,127,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,538,090 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,224,873 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,999,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,712,261 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,695,256 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,667,411 | PYOtherExpensesAmt |
| CY Other Expenses | $6,506,015 | CYOtherExpensesAmt |
| PY Total Expenses | $18,205,179 | PYTotalExpensesAmt |
| CY Total Expenses | $20,443,149 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,851,844 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $684,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,458,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,037,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,280,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,249,848 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,177,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,787,931 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,540,016 | ExpenseAmt |
| Grant | $2,567,812 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Intellectual Talent Development:Intellectual Talent Development supports work and partnerships that identify, develop, and connect emerging scholars, thinkers, and practitioners who advance ideas that expand human freedom and flourishing. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,236,436 | ExpenseAmt |
| Grant | $814,329 | GrantAmt |
| Revenue | $33,944 | RevenueAmt |
| Desc | Liberalism, Pluralism, and Democracy:The Liberalism, Pluralism, and Democracy Initiative advances research and education that strengthen constitutional liberal democracy by promoting individual liberty, pluralism, free expression, and institutions that support peaceful coexistence and self governance. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,031,005 | ExpenseAmt |
| Grant | $841,399 | GrantAmt |
| Revenue | $12,694 | RevenueAmt |
| Desc | Economic Freedom and Abundance: Economic Freedom and Abundance supports work and partnerships that advance understanding of how economic freedom, markets, and entrepreneurship contribute to innovation, prosperity, and broad based human flourishing. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,850,389 | $333 | $175,000 | ScholarsEdge:ScholarsEdge provides shared research infrastructure, analytical tools, and collaboration capabilities to help scholars and partner organizations accelerate research, public scholarship, and policy relevant impact. |
| $1,116,322 | $1,000 | The Public Affairs Program:The Public Affairs Program seeks to inform alumni, faculty, and supporters about the efforts of the Institute and support the development of a network of faculty, supporters, and nonprofit allies who share an interest in classical liberal ideas. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,966,711 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,333 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $175,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,774,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 634 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Leff Chief Financial Officer & Treasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039934880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3434 Washington Blvd MS 1C5 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222014508 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ryan Stowers | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tyler Cowen | ||||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Brian Hooks | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chris Rufer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Coyne | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Arthur Pope | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Zywicki | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Virgil Storr | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Emily Chamlee-Wright | ||||||||
| President & Chief Executive Officer | 40.00 | Yes (X) | $537,300 | $0 | $35,198 | |||
| Gary Leff | ||||||||
| Chief Financial Officer | 10.00 | Yes (X) | $99,836 | $0 | $10,978 | |||
| Courtney Derr | ||||||||
| Executive Director | 40.00 | Yes (X) | $343,650 | $0 | $33,848 | |||
| Sarah Straw | ||||||||
| Chief of Staff | 40.00 | $201,718 | $0 | $27,716 | Yes (X) | |||
| Caroline Phelps | ||||||||
| Managing Director of Programs and Partnerships | 40.00 | $175,000 | $0 | $178 | Yes (X) | |||
| Michael Tolhurst | ||||||||
| Managing Dir of Bus Intelligence & Academic Relati | 40.00 | $153,333 | $0 | $186 | Yes (X) | |||
| Adam Wolter | ||||||||
| Senior Application Development Engineer | 40.00 | $146,170 | $0 | $13,227 | Yes (X) | |||
| Sharifa Ahmed | ||||||||
| Director of Human Resources | 40.00 | $139,150 | $0 | $13,497 | Yes (X) | |||
| Lindsey Jennings | ||||||||
| Director of Development | 40.00 | $135,151 | $0 | $22,635 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,931,308 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $157,463 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Solution Design Group Inc | |||||
| 7500 Olson Memorial Highway Suite 2 | Golden Valley | MN | 55427 | Digital platform development services | $221,045 |
| Morgan Meredith & Associates | |||||
| 22780 Indian Creek Drive Suite 100 | Dulles | VA | 20166 | Direct mail marketing and printing servi | $208,053 |
| Jason Swadley | |||||
| 101 Rainbow Drive 6545 | Livingston | TX | 77399 | Public affairs support services | $142,080 |
| Salesforce Inc | |||||
| 415 Mission Street 3rd Floor | San Francisco | CA | 94105 | Cloud-based online software services | $140,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $19,673,897 | AllOtherContributionsAmt |
| Noncash Contributions | $8,420 | NoncashContributionsAmt |
| Total Contributions | $19,673,897 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational programs | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $221,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,638 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $221,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $952,787 | TotalRevenueColumnAmt |
| Exclusion | $952,787 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,142 | TotalRevenueColumnAmt |
| Exclusion | $1,142 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $271,586 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $271,586 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,586 | TotalRevenueColumnAmt |
| Exclusion | $271,586 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,059,096 | SecuritiesAmt |
| Other | $2,190 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,074,127 | SecuritiesAmt |
| Other | $533 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,031 | SecuritiesAmt |
| Other | $1,657 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,374 | TotalRevenueColumnAmt |
| Exclusion | -$13,374 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Credit card rewards | 900099 | $19,258 | $19,258 |
| Other income | 900099 | $773 | $773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,031 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,127,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,232,172 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,090 | TotalAmt |
| Program Services | $1,888,090 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,051,623 | TotalAmt |
| Program Services | $2,051,623 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,160 | TotalAmt |
| Program Services | $285,160 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,297,087 | TotalAmt |
| Program Services | $439,126 | ProgramServicesAmt |
| Management And General | $647,456 | ManagementAndGeneralAmt |
| Fundraising | $210,505 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,075,234 | TotalAmt |
| Program Services | $5,730,807 | ProgramServicesAmt |
| Management And General | $712,649 | ManagementAndGeneralAmt |
| Fundraising | $631,778 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,091 | TotalAmt |
| Program Services | $634,975 | ProgramServicesAmt |
| Management And General | $60,737 | ManagementAndGeneralAmt |
| Fundraising | $65,379 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,849 | TotalAmt |
| Program Services | $444,311 | ProgramServicesAmt |
| Management And General | $74,907 | ManagementAndGeneralAmt |
| Fundraising | $59,631 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,483 | TotalAmt |
| Program Services | $43,403 | ProgramServicesAmt |
| Management And General | $5,417 | ManagementAndGeneralAmt |
| Fundraising | $15,663 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,227 | TotalAmt |
| Management And General | $21,227 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,556 | TotalAmt |
| Management And General | $7,556 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,890 | TotalAmt |
| Program Services | $412,142 | ProgramServicesAmt |
| Management And General | $36,494 | ManagementAndGeneralAmt |
| Fundraising | $91,254 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,613 | TotalAmt |
| Program Services | $212,857 | ProgramServicesAmt |
| Management And General | $318 | ManagementAndGeneralAmt |
| Fundraising | $101,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,988 | TotalAmt |
| Program Services | $151,878 | ProgramServicesAmt |
| Management And General | $26,020 | ManagementAndGeneralAmt |
| Fundraising | $281,090 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,104 | TotalAmt |
| Program Services | $802,657 | ProgramServicesAmt |
| Management And General | $144,669 | ManagementAndGeneralAmt |
| Fundraising | $46,778 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,686 | TotalAmt |
| Program Services | $1,007,648 | ProgramServicesAmt |
| Management And General | $128,409 | ManagementAndGeneralAmt |
| Fundraising | $101,629 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283,990 | TotalAmt |
| Program Services | $1,206,424 | ProgramServicesAmt |
| Management And General | $38,950 | ManagementAndGeneralAmt |
| Fundraising | $38,616 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,509 | TotalAmt |
| Program Services | $1,264,556 | ProgramServicesAmt |
| Management And General | $12,440 | ManagementAndGeneralAmt |
| Fundraising | $9,513 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,965 | TotalAmt |
| Program Services | $196,179 | ProgramServicesAmt |
| Management And General | $25,000 | ManagementAndGeneralAmt |
| Fundraising | $19,786 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,179 | TotalAmt |
| Management And General | $31,179 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| List rental | $21,961 | $0 | $0 | $21,961 |
| Property taxes | $2,864 | $2,332 | $297 | $235 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,443,149 | TotalAmt |
| Program Services | $16,774,168 | ProgramServicesAmt |
| Management And General | $1,973,725 | ManagementAndGeneralAmt |
| Fundraising | $1,695,256 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,523 | BOYAmt |
| EOY | $1,504,017 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,263,997 | BOYAmt |
| EOY | $23,519,813 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,009 | BOYAmt |
| EOY | $2,176,596 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,960 | BOYAmt |
| EOY | $178,064 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,433 | BOYAmt |
| EOY | $1,160,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,273,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,423,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,618 | BOYAmt |
| EOY | $850,628 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,019 | BOYAmt |
| EOY | $1,104,286 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,802,251 | BOYAmt |
| EOY | $2,544,334 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,458,810 | BOYAmt |
| EOY | $33,037,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,337 | BOYAmt |
| EOY | $618,930 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,813 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,402,726 | BOYAmt |
| EOY | $2,630,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,280,876 | BOYAmt |
| EOY | $3,249,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,633,921 | BOYAmt |
| EOY | $26,482,493 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,013 | BOYAmt |
| EOY | $3,305,438 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,177,934 | BOYAmt |
| EOY | $29,787,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,458,810 | BOYAmt |
| EOY | $33,037,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $684,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$129,571 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $55,010 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,279,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,384,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,884,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,655,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,673,897 | CurrentTaxYearAmt |
| Total | $102,878,175 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,279,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,384,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,884,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,655,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,673,897 | CurrentTaxYearAmt |
| Total | $102,878,175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $49,714,784 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,163,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $711,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,287,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,225,515 | CurrentTaxYearAmt |
| Total | $3,959,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $106,837,514 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,132,614 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,528 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,423 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,460 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,423 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $118,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99128 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00872 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $880,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $596,033 | DepreciationAmt |
| Book Value | $284,366 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,393,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $827,306 | DepreciationAmt |
| Book Value | $566,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $850,628 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right-of-use assets - operating lease | $2,177,605 |
| Due from affiliate | $366,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,544,334 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease liabilities - operating lease | $2,454,648 |
| Gift annuities | $176,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,630,918 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,079,836 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$129,571 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $89,256 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$40,315 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,120,151 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,556 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,556 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,127,707 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,469,839 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $89,256 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$55,010 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $34,246 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,435,593 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,556 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,556 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,443,149 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. |
| Part X, Line 2: | Management evaluated the Institute's tax positions and concluded that the financial statements do not include any uncertain tax positions. |
| Part XII, Line 2d - Other Adjustments: | Reversal of Prior Year Grant Expenses -55,010. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 2 | Program Services | Scholars Edge | $29,400 |
| Europe (Including Iceland & Greenland) | 0 | 21 | Program Services | EFA, LPD, Scholars Edge | $34,442 |
| Middle East and North Africa | 0 | 1 | Program Services | EFA, LPD | $400 |
| North America - Canada and Mexico | 0 | 5 | Program Services | ITD, EFA, LPD | $1,750 |
| South America | 0 | 1 | Program Services | EFA, LPD | $300 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in the region | $21,883 | |
| Russia and the Newly Independent States - Kazakhstan | 0 | 0 | Grants to recipients located in the region | $2,500 | |
| South Asia | 0 | 0 | Grants to recipients located in the region | $6,210 | |
| Sub-Saharan Africa | 0 | 0 | Grants to recipients located in the region | $4,540 | |
| South America | 0 | 0 | Grants to recipients located in the region | $8,328 | |
| Middle East and North Africa | 0 | 0 | Grants to recipients located in the region | $200 | |
| North America | 0 | 0 | Grants to recipients located in the region | $67,336 | |
| Central America and the Caribbean | 0 | 0 | Grants to recipients located in the region | $5,000 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grants to recipients located in the region | $169,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 30 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Subtotal Spent | $96,885 | SubtotalSpentAmt |
| Continuation Spent | $254,568 | ContinuationSpentAmt |
| Total Spent | $351,453 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | Student development & education/research grants | $30,000 | Wire/EFT/Check | $0 |
| Europe (Including Iceland and Greenland) | Student development & education/research grants | $6,000 | Wire/EFT/Check | $0 |
| North America | Student development & education/research grants | $10,000 | Wire/EFT/Check | $0 |
| North America | Student development & education/research grants | $18,000 | Wire/EFT/Check | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Student development/education grants | East Asia and the Pacific | 9 | $18,883 | Wire/EFT/Check |
| Student development/education grants | Europe (Including Iceland and Greenland) | 39 | $118,164 | Wire/EFT/Check |
| Student development/education grants | Middle East and North Africa | 1 | $200 | Wire/EFT/Check |
| Student development/education grants | North America | 11 | $34,336 | Wire/EFT/Check |
| Student development/education grants | Russia and the Newly Independent States - Kazakhstan | 1 | $2,500 | Wire/EFT/Check |
| Student development/education grants | South America | 6 | $8,328 | Wire/EFT/Check |
| Student development/education grants | South Asia | 2 | $3,010 | Wire/EFT/Check |
| Student development/education grants | Sub-Saharan Africa | 3 | $4,540 | Wire/EFT/Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. Grants given to scholars for research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products. |
| Part I, line 3: | Foreign expenditures are tracked and accounted for using the accrual method. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (71 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| American University | |||||||||
| 4400 Massachusetts Ave NW | Washington | DC | 20016 | 530196549 | 501(C)3 | $29,000 | $0 | Student development & education/research grants | |
| Anderson University | |||||||||
| 316 Boulevard | Anderson | SC | 29621 | 570324906 | 501(C)3 | $8,100 | $0 | Student development & education/research grants | |
| Arizona State University | |||||||||
| PO BOX 876011 | Tempe | AZ | 85287 | 860196696 | 115(1) | $37,825 | $0 | Student development & education/research grants | |
| Azusa Pacific University | |||||||||
| 901 E Alosta Ave | Azusa | CA | 91702 | 951744369 | 501(C)3 | $29,850 | $0 | Student development & education/research grants | |
| Biola University | |||||||||
| 13800 Biola Avenue | La Mirada | CA | 90639 | 950549600 | 501(C)3 | $15,200 | $0 | Student development & education/research grants | |
| Bridgewater State University | |||||||||
| 131 Summer Street | Bridgewater | MA | 02325 | 046002284 | 115(1) | $12,500 | $0 | Student development & education/research grants | |
| Cairn University-Langhorne | |||||||||
| 200 Manor Ave | Langhorne | PA | 19047 | 230973290 | 501(C)3 | $60,000 | $0 | Student development & education/research grants | |
| Cedarville University | |||||||||
| 251 North Main Street | Cedarville | OH | 45314 | 310536647 | 501(C)3 | $23,000 | $0 | Student development & education/research grants | |
| Christopher Newport University | |||||||||
| 1 Avenue of the Arts CNU North | Newport News | VA | 23606 | 541156248 | 501(C)3 | $45,000 | $0 | Student development & education/research grants | Suite 208 |
| College of Charleston Foundation | |||||||||
| 66 George St | Charleston | SC | 29424 | 237069236 | 501(C)3 | $31,570 | $0 | Student development & education/research grants | |
| Columbia University in the City of New York | |||||||||
| 615 West 131st Street 3rd Fl | New York | NY | 10027 | 135598093 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Concordia University-Chicago | |||||||||
| 7400 Augusta St | River Forest | IL | 603051402 | 362191242 | 501(C)3 | $25,000 | $0 | Student development & education/research grants | |
| Flagler College | |||||||||
| 74 King St | St Augustine | FL | 32084 | 591157081 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Florida State University | |||||||||
| 325 West College Avenue | Tallahassee | FL | 32301 | 596152180 | 501(C)3 | $50,000 | $0 | Student development & education/research grants | |
| George Mason University | |||||||||
| 4400 University Drive MSE 2E1 | Fairfax | VA | 22030 | 540836354 | 501(C)3 | $61,500 | $0 | Student development & education/research grants | |
| Georgetown University | |||||||||
| 37th and O Streets NW Box 571173 | Washington | DC | 20057 | 530196603 | 501(C)3 | $25,000 | $0 | Student development & education/research grants | |
| Grove City College | |||||||||
| 100 Campus Drive | Grove City | PA | 16127 | 251065148 | 501(C)3 | $49,500 | $0 | Student development & education/research grants | |
| Hampden-Sydney College | |||||||||
| College Road PO Box 127 | HampdenSydney | VA | 23943 | 540505906 | 501(C)3 | $48,500 | $0 | Student development & education/research grants | |
| Hillsdale College | |||||||||
| 33 E College | Hillsdale | MI | 492421298 | 381374230 | 501(C)3 | $55,000 | $0 | Student development & education/research grants | |
| Indiana University-Bloomington | |||||||||
| 1024 E 3rd Street Room 132 | Bloomington | IN | 47405 | 356001673 | 501(C)3 | $29,120 | $0 | Student development & education/research grants | |
| Kansas State University | |||||||||
| 105 Anderson Hall | Manhattan | NY | 66506 | 480771751 | 501(C)3 | $10,000 | $0 | Student development & education/research grants | |
| Lake Forest College | |||||||||
| 555 N Sheridan Rd | Lake Forest | IL | 60045 | 362167770 | 501(C)3 | $30,315 | $0 | Student development & education/research grants | |
| Lee University | |||||||||
| 1120 N Ocoee St | Cleaveland | TN | 37311 | 620502739 | 501(C)3 | $33,000 | $0 | Student development & education/research grants | |
| Louisiana State University Foundation | |||||||||
| 3796 Nicholson Drive | Baton Rouge | LA | 70802 | 726020969 | 501(C)3 | $35,000 | $0 | Student development & education/research grants | |
| Loyola University New Orleans | |||||||||
| 6363 St Charles Avenue | New Orleans | LA | 70118 | 720408946 | 501(C)3 | $24,320 | $0 | Student development & education/research grants | |
| Malone University | |||||||||
| 2600 Cleveland Ave NW | Canton | OH | 44709 | 340737794 | 501(C)3 | $16,000 | $0 | Student development & education/research grants | |
| Mercer University | |||||||||
| 1501 MERCER UNIVERSITY DR | Macon | GA | 312071515 | 580566167 | 501(C)3 | $40,500 | $0 | Student development & education/research grants | |
| Metropolitan State University of Denver | |||||||||
| PO Box 173362 | Denver | CO | 80217 | 840576459 | 501(C)3 | $12,500 | $0 | Student development & education/research grants | |
| Michigan State University | |||||||||
| 426 Auditorium Rd Room 360 | East Lansing | MI | 48824 | 386005984 | 501(C)3 | $35,500 | $0 | Student development & education/research grants | |
| New York University | |||||||||
| 105 East 17th St | New York | NY | 10003 | 135562308 | 501(C)3 | $18,000 | $0 | Student development & education/research grants | |
| North Carolina State University at Raleigh | |||||||||
| Campus Box 7205 | Raleigh | NC | 27695 | 566000756 | 115(1) | $17,000 | $0 | Student development & education/research grants | |
| Northern Kentucky University | |||||||||
| Nunn Drive UC 405 | Highland Heights | KY | 41099 | 611010545 | 115(1) | $36,560 | $0 | Student development & education/research grants | |
| Northwestern University | |||||||||
| 633 Clark Street | Evanston | IL | 60208 | 362167817 | 501(C)3 | $20,000 | $0 | Student development & education/research grants | |
| Ohio University-Main Campus | |||||||||
| 1 Ohio University | Athens | OH | 45701 | 315402113 | 115(1) | $7,240 | $0 | Student development & education/research grants | |
| Ottawa University-Ottawa | |||||||||
| 1001 S Cedar Box 28 | Ottawa | KS | 66067 | 480543772 | 501(C)3 | $13,780 | $0 | Student development & education/research grants | |
| Princeton University | |||||||||
| 701 Carnegie Center | Princeton | NJ | 08540 | 210634501 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Purdue University-Main Campus | |||||||||
| 2550 Northwestern Ave Suite 1100 | West Lafayette | IN | 47906 | 356002041 | 501(C)3 | $33,342 | $0 | Student development & education/research grants | |
| Regent University | |||||||||
| 1000 Regent University Dr ADM 140 | Virginia Beach | VA | 23464 | 541061178 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Roanoke College | |||||||||
| 221 College Ln | Salem | VA | 24153 | 540505945 | 501(C)3 | $5,430 | $0 | Student development & education/research grants | |
| Saint Anselm College | |||||||||
| 100 Saint Anslem Drive | Manchester | NH | 03102 | 020222182 | 501(C)3 | $19,975 | $0 | Student development & education/research grants | |
| Saint Vincent College | |||||||||
| 300 Fraser Purchase Road | Latrobe | PA | 15650 | 250964126 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Southwest Baptist University | |||||||||
| 1600 University Ave | Bolivar | MO | 65613 | 440567385 | 501(C)3 | $16,710 | $0 | Student development & education/research grants | |
| Stephen F Austin State University | |||||||||
| SFA PO Box 13053 | Nacogdoches | TX | 75982 | 756002514 | 115(1) | $9,000 | $0 | Student development & education/research grants | |
| Susquehanna University | |||||||||
| 514 University Ave | Selinsgrove | PA | 178701164 | 231353385 | 501(C)3 | $14,100 | $0 | Student development & education/research grants | |
| Sweet Briar College | |||||||||
| PO Box 1051 134 Chapel Road | Sweet Briar | VA | 24595 | 540534105 | 501(C)3 | $8,640 | $0 | Student development & education/research grants | |
| Syracuse University | |||||||||
| 900 South Crouse Ave | Syracuse | NY | 13244 | 150532081 | 501(C)3 | $20,653 | $0 | Student development & education/research grants | |
| Texas Tech University | |||||||||
| PO Box 41092 | Lubbock | TX | 79409 | 756043842 | 501(C)3 | $15,363 | $0 | Student development & education/research grants | |
| The Regents of the University of California - Berkley | |||||||||
| 1608 Fourth Street Suite 201 | Berkeley | CA | 94710 | 946002123 | 501(C)3 | $44,655 | $0 | Student development & education/research grants | |
| The Research Foundation for The State University of New York | |||||||||
| PO Box 9 | Albany | NY | 12201 | 141368361 | 501(C)3 | $20,000 | $0 | Student development & education/research grants | |
| The University of Alabama | |||||||||
| Box 870136 | Tuscaloosa | AL | 35487 | 636001138 | 501(C)3 | $7,668 | $0 | Student development & education/research grants | |
| The University of Texas at Austin | |||||||||
| 110 Inner Campus Dr Stop K5300 | Austin | TX | 78712 | 746000203 | 115(1) | $16,000 | $0 | Student development & education/research grants and stipends | |
| Tulane University of Louisiana | |||||||||
| 6823 St Charles Avenue | New Orleans | LA | 70118 | 720423889 | 501(C)3 | $8,000 | $0 | Student development & education/research grants | |
| UC San Diego Foundation | |||||||||
| 9500 Gilman Drive MC0940 | La Jolla | CA | 92093 | 952872494 | 501(C)3 | $10,000 | $0 | Student development & education/research grants | |
| University of Arizona | |||||||||
| PO Box 41867 | Tucson | AZ | 85717 | 742652689 | 501(C)3 | $43,160 | $0 | Student development & education/research grants | |
| University of California-Davis | |||||||||
| 1 Shields Avenue | Davis | CA | 95616 | 946036494 | 501(C)3 | $7,250 | $0 | Student development & education/research grants | |
| University of California-Irvine | |||||||||
| 228 Aldrich Hal | Irvine | CA | 92697 | 952226406 | 501(C)3 | $9,562 | $0 | Student development & education/research grants | |
| University of California-Riverside | |||||||||
| 900 University Avenue | Riverside | CA | 92521 | 956006142 | 501(C)3 | $16,200 | $0 | Student development & education/research grants | |
| University of Central Florida | |||||||||
| 3544 Perseus Loop 160975 Suite 300 | Orlando | FL | 32816 | 592924021 | 115(1) | $7,378 | $0 | Student development & education/research grants | |
| University of Colorado Colorado Springs | |||||||||
| 1420 Austin Bluffs Parkway Suite | Colorado Springs | CO | 80918 | 846000555 | 501(C)3 | $16,200 | $0 | Student development & education/research grants | 600 |
| University of Delaware | |||||||||
| 550 S COLLEGE AVENUE SUITE 201 | Newark | DE | 19713 | 516000297 | 501(C)3 | $30,750 | $0 | Student development & education/research grants | |
| University of Louisville | |||||||||
| 215 Central Avenue Suite 212 | Louisville | KY | 40208 | 237078461 | 501(C)3 | $20,000 | $0 | Student development & education/research grants | |
| University of Massachusetts-Amherst | |||||||||
| 333 South Street Suite 450 | Shrewsbury | MA | 01545 | 043167352 | 115(1) | $17,263 | $0 | Student development & education/research grants | |
| University of Michigan-Ann Arbor | |||||||||
| 5082 Wolverine Tower 3003 South | Ann Arbor | MI | 481091287 | 386006309 | 501(C)3 | $8,500 | $0 | Student development & education/research grants | Street |
| University of Minnesota System | |||||||||
| c/o University Tax Management | Minneapolis | MN | 55414 | 416007513 | 501(C)3 | $43,340 | $0 | Student development & education/research grants | Office 2221 University Ave SE Suite |
| University of New Haven | |||||||||
| 300 Boston Post Road | West Haven | CT | 06516 | 060761704 | 501(C)3 | $30,000 | $0 | Student development & education/research grants | |
| University of Notre Dame | |||||||||
| 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | 501(C)3 | $6,000 | $0 | Student development & education/research grants | |
| University of Rochester | |||||||||
| 910 Genesee St Suite 200 | Rochester | NY | 14611 | 160743209 | 501(C)3 | $93,000 | $0 | Student development & education/research grants | |
| University of Southern California | |||||||||
| 3500 S Figueroa Street Ste 205 | Los Angeles | CA | 90089 | 951642394 | 501(C)3 | $15,000 | $0 | Student development & education/research grants | |
| Vanderbilt University | |||||||||
| PMB 406310 2301 Vanderbilt Place | Nashville | TN | 37240 | 620476822 | 501(C)3 | $7,000 | $0 | Student development & education/research grants | |
| Washington College | |||||||||
| 300 Washington Avenue | Chestertown | MD | 216201438 | 520591691 | 501(C)3 | $45,550 | $0 | Student development & education/research grants | |
| West Virginia University Foundation | |||||||||
| 1 Waterfront Place 7th Floor PO Box | Morgantown | WV | 26507 | 556017181 | 501(C)3 | $32,500 | $0 | Student development & education/research grants | 1650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 71 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Scholarships for qualified education expenses | 1 | $4,274 | N/A | N/A |
| Student development & education/research grants | 448 | $1,863,622 | N/A | N/A |
| Student development & education/research stipends | 203 | $149,226 | N/A | N/A |
| Student development & education/research awards | 158 | $34,500 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Individuals are required to document their actual expenses and participation in programs for which funds are awarded. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Emily Chamlee-Wright | ||||||||||||||
| President & Chief Executive Officer | $342,300 | $0 | $195,000 | $0 | $0 | $0 | $0 | $0 | $35,198 | $0 | $572,498 | $0 | $0 | $0 |
| Courtney Derr | ||||||||||||||
| Executive Director | $243,650 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $33,848 | $0 | $377,498 | $0 | $0 | $0 |
| Sarah Straw | ||||||||||||||
| Chief of Staff | $161,718 | $0 | $40,000 | $0 | $0 | $0 | $0 | $0 | $27,716 | $0 | $229,434 | $0 | $0 | $0 |
| Caroline Phelps | ||||||||||||||
| Managing Director of Programs and Pa | $150,000 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $178 | $0 | $175,178 | $0 | $0 | $0 |
| Adam Wolter | ||||||||||||||
| Senior Application Development Engin | $136,170 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $13,227 | $0 | $159,397 | $0 | $0 | $0 |
| Lindsey Jennings | ||||||||||||||
| Director of Development | $125,151 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $22,635 | $0 | $157,786 | $0 | $0 | $0 |
| Michael Tolhurst | ||||||||||||||
| Managing Dir of Bus Intelligence & A | $138,333 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $186 | $0 | $153,519 | $0 | $0 | $0 |
| Sharifa Ahmed | ||||||||||||||
| Director of Human Resources | $124,150 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $13,497 | $0 | $152,647 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. |
| Form 990, Part VI, Section B, line 15 | Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. |
| Form 990, Part VI, Section C, line 19 | The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. |
| Form 990, Part XI, line 9: | Reversal of Prior Year Grant Expenses 55,010. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Warren Trust UA 09111969 FBO Foundation for Economic Education | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 Peachtree St NW Ste 710S | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303092311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046421546 | EIN |
| Primary Activities | 509(a)(3) Supporting Organization- See Part VII | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Column (b) Primary Activity | FormAndLineReferenceDesc |
| Explanation | To discover, develop and support students, scholars and other intellectuals who maintain the highest standards of academic and professional excellence. The Institute is a permanent beneficiary of the Trust. | ExplanationTxt |