ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY (EIN 38-2926822)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201122289349301582
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T15:43:20-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEENE GARTER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 GRANDVILLE AVE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495034036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382926822 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTON INSTITUTE FOR THE STUDY OF | BusinessNameLine1 |
| Business Name Line2 | RELIGION AND LIBERTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACTO | NameControl |
| Phone | 6164543080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 OTTAWA AVE NW NO 301 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495032718 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SIRICO | Name |
| Title | PRESIDENT | Title |
| Phone | 6164543080 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET W BISHOP | Name |
| Phone | 6162355200 | 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 | ROBERT SIRICO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 OTTAWA AVENUE NW SUITE 301 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6248393 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ACTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 33 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 8257 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4877260 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5699792 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 399591 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 338559 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13523 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19426 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3558 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5286816 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6070489 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 304510 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 509448 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1908288 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2007728 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 531973 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1795113 | OtherExpensePriorYear |
| Other Expenses Current Year | 2563020 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4007911 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5080196 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1278905 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 990293 | RevenuesLessExpensesCY |
| Total Assets BOY | 6363086 | TotalAssetsBOY |
| Total Assets EOY | 7759757 | TotalAssetsEOY |
| Total Liabilities BOY | 226374 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 474904 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6136712 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7284853 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MISSION OF THE ACTON INSTITUTE IS TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2076196 | Expense |
| Grants | 389431 | Grants |
| Revenue | 306350 | Revenue |
| Description | EDUCATION:ACTON'S EDUCATION DEPARTMENT IS AN OUTREACH PROGRAM FOR CURRENT AND FUTURE RELIGIOUS LEADERS, BOTH NATIONALLY AND INTERNATIONALLY, AND WORKS TO PROMOTE AN UNDERSTANDING OF MARKET PRINCIPLES AND TO ENCOURAGE THE ECONOMIC FREEDOM THAT CREATES OPPORTUNITY FOR ALL. THE INSTITUTE SPONSORS CONFERENCES AIMED AT EDUCATING RELIGIOUS LEADERS OF ALL DENOMINATIONS AND PROVIDES OPPORTUNITIES FOR AWARDS AND SCHOLARSHIPS THROUGH VARIOUS PROGRAMS OF THE OUTREACH AREA.THE INSTITUTE SPONSORED SIX DOMESTIC STUDENT CONFERENCES FOR FUTURE RELIGIOUS LEADERS AND OTHER SHAPERS OF THE MORAL CULTURE. THE CONFERENCES INCLUDED THE ACTON UNIVERSITY, WHICH IS AN ANNUAL COMPREHENSIVE FOUR-DAY EXPLORATION OF THE INTELLECTUAL FOUNDATIONS OF A FREE SOCIETY. MANY STUDENTS SELECTED TO ATTEND OUR CONFERENCES RECEIVE A FULL OR PARTIAL SCHOLARSHIPS, WHICH COVER ROOM & BOARD EXPENSES AS WELL AS CONFERENCE FEES. IN 2010, MORE THAN 400 STUDENTS FROM 49 DIFFERENT COUNTRIES ATTENDED, AND LIMITED TRAVEL SCHOLARSHIPS WERE PROVIDED IN CASES OF NEED.EXPENSES WERE ALSO INCURRED FOR A DISCOVERY PROCESS TO IDENTIFY AND EDUCATE CLERGY, STUDENTS, RELIGIOUS LEADERS AND SEMINARY FACULTY MEMBERS WHO ASSIST US IN FURTHERING OUR PROGRAMS.THE PROGRAMS DEPARTMENT IS ALSO AN INTERNATIONAL EDUCATIONAL RESOURCE DEDICATED TO ADVANCING THE BUSINESS ETHICS MODEL OF ENTREPRENEURIAL STEWARDSHIP, ENCOURAGING AND SUPPORTING BUSINESS LEADERS IN THE ACTIVE INTEGRATION OF INTEGRITY WITH THEIR PROFESSION.INTERNATIONALLY, WE HELD FIVE CONFERENCES ON VARIOUS TOPICS INCLUDING CATHOLIC EDUCATION, POVERTY AND DEVELOPMENT, AND INTELLECTUAL PROPERTY RIGHTS, AND A CO-SPONSORED A STUDENT CONFERENCE IN AUSTRIA. OUR ROME OFFICE ALSO HELD REGULAR SMALL LECTURES AT THE OFFICE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 525312 | Expense |
| Grants | 76125 | Grants |
| Revenue | 8290 | Revenue |
| Description | RESEARCH:THE INSTITUTE'S ACADEMIC INVESTIGATIONS ARE CONDUCTED BY ITS RESEARCH DEPARTMENT. THE WORK PRODUCED BY RESEARCH INCLUDES THE DISCIPLINES OF PHILOSOPHY, ECONOMICS, THEOLOGY, AND HISTORY, AMONG OTHERS, AND IT INCLUDES THE CONTRIBUTIONS OF BOTH IN-HOUSE RESEARCH FELLOWS AND OF INVITED SCHOLARS. ADDITIONALLY, THE INVESTIGATIONS PRODUCED AT THE ACTON INSTITUTE ARE DELIVERED WIDELY AT CONFERENCES WITH THE GOAL OF REACHING THE SCHOLARLY COMMUNITY AT LARGE.THE RESEARCH DEPARTMENT PUBLISHES BOOKS, JOURNALS, MONOGRAPHS AND OCCASIONAL PAPERS. THE JOURNAL OF MARKETS & MORALITY IS A SEMI-ANNUAL REFEREED JOURNAL THAT PROVIDES A FORUM FOR SCHOLARS TO ENGAGE IN ISSUES CONCERNING THE MORALITY OF THE MARKETPLACE. THE CHRISTIAN SOCIAL THOUGHT SERIES EXAMINES, IN EACH VOLUME, A KEY ECONOMIC ISSUE FACING THE CHRISTIAN CHURCH. THE ETHICS AND ECONOMICS SERIES PRODUCES BOOKS THAT INTEGRATE NATURAL LAW THEORY AND ECONOMIC THOUGHT.THE RESEARCH DEPARTMENT ALSO MANAGES ACTON'S SCHOLARSHIP PROGRAMS. THE ANNUAL NOVAK AWARD RECIPIENT WAS PRESENTED WITH A PRIZE TO ACKNOWLEDGE AND REWARD NEW RESEARCH INTO THE RELATIONSHIP BETWEEN RELIGION, ECONOMIC FREEDOM, AND THE FREE AND VIRTUOUS SOCIETY. FELLOWSHIPS WERE AWARDED TO PROVIDE FINANCIAL ASSISTANCE, IN THE FORM OF ACADEMIC FELLOWSHIPS AND TRAVEL GRANTS, TO PROMISING SEMINARIANS AND GRADUATE STUDENTS WHO ARE ADVANCING AN UNDERSTANDING OF THE CONNECTION BETWEEN ECONOMIC LIBERTY AND RELIGIOUS VALUES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 851596 | Expense |
| Grants | 43892 | Grants |
| Revenue | 25734 | Revenue |
| Description | MEDIA:THE MEDIA DEPARTMENT PROMOTES ACTON'S MESSAGE THROUGH VARIOUS MEDIA PRODUCTS AND OUTLETS, IN ADDITION TO THE ADMINISTRATION OF A HIGHLY SELECTIVE AWARD.THE DISTRIBUTION OF OUR FEATURE LENGTH FILMS CONTINUED WITH SCREENINGS IN LOCATIONS ACROSS THE U.S. AND INTERNATIONALLY, INCLUDING TRANSLATION INTO SEVERAL LANGUAGES. THE FILMS ARE DESIGNED TO PROVIDE AN INTELLECTUALLY AND EMOTIONALLY PERSUASIVE PLATFORM FOR ACTON THEMES. "CALL OF THE ENTREPRENEUR" AND "BIRTH OF FREEDOM" WERE ALSO SOLD WIDELY THROUGH VARIOUS CHANNELS. TWO MULTI-PART VIDEO CURRICULA "EFFECTIVE STEWARDSHIP" AND "THE BIRTH OF FREEDOM CURRICULUM" WERE RELEASED THROUGH ZONDERVAN AND DISTRIBUTED IN RETAIL OUTLETS ACROSS THE COUNTRY AS WELL AS ONLINE.WORK BEGAN AND PROGRESSED THROUGH 2010 ON THE PRODUCTION OF A DOCUMENTARY AND CURRICULUM ABOUT ENTERPRISE SOLUTIONS TO POVERTY IN THE DEVELOPING WORLD. THE PROJECT SEEKS TO PROMOTE A PROPER UNDERSTANDING OF THE HUMAN PERSON AND SOCIETY AND TO ENCOURAGE SOLUTIONS THAT CREATE OPPORTUNITY AND UNLEASH THE ENTREPRENEURIAL SPIRIT.THE MEDIA DEPARTMENT MANAGES THE GROWING ACTON WEBSITE WHICH IS USING LEADING TECHNOLOGY TO INTEGRATE TEXT, AUDIO, AND VIDEO CONTENT IN AN EASILY ACCESSIBLE FORMAT FOR WEB VISITORS.THE CATHOLIC HIGH SCHOOL HONOR ROLL SELECTS THE BEST 50 CATHOLIC SECONDARY SCHOOLS IN AMERICA. THE HONOR ROLL PROVIDES A POWERFUL RESOURCE TO PARENTS AND EDUCATORS BY ACKNOWLEDGING THOSE SCHOOLS THAT BEST MAINTAIN HIGH ACADEMIC STANDARDS, UPHOLD THEIR CATHOLIC IDENTITIES, AND PREPARE STUDENTS TO ACTIVELY ENGAGE THE WORLD. BY USING THE POWER OF INCENTIVES AND COMPETITION, THE BEST SCHOOLS ARE HIGHLIGHTED TO INSPIRE IMITATION AND ENCOURAGEMENT AMONG ALL THE SCHOOLS. SINCE THE PROGRAM BEGAN IN 2004, MORE THAN 300 MEDIA STORIES HAVE HIGHLIGHTED THE FACT THAT THESE SCHOOLS HAVE EARNED THIS DISTINCTION AND ARE REMAINING FAITHFUL TO THEIR CALLING. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 716636 | Expense |
| Revenue | 53219 | Revenue |
| Description | GENERAL EDUCATION: THE INSTITUTE SEEKS TO REACH OUT TO BUSINESS LEADERS, POLICY MAKERS, AND RELIGIOUS AND COMMUNITY LEADERSHIP GROUPS THROUGH LECTURES AND VARIOUS WRITINGS. THE 2010 ANNUAL DINNER WAS HELD TO PROMOTE OUTREACH AND TO THANK SUPPORTERS FOR THEIR PARTNERSHIP WITH THE INSTITUTE. THE DINNER AND PROGRAM FESTIVITIES INCLUDED AN ADDRESS BY A PROMINENT KEYNOTE SPEAKER ON MATTERS OF INTEREST TO THE INSTITUTE AND ITS SUPPORTERS. THERE WERE NEARLY 600 IN ATTENDANCE AND ADMISSION WAS CHARGED TO DEFRAY EXPENSES INCURRED. THE ACTON LECTURE SERIES HOSTED EIGHT LOCAL LUNCHEONS DURING THE YEAR, WITH AN AVERAGE ATTENDANCE OF 70 INDIVIDUALS PER LECTURE. THE INSTITUTE ALSO SPONSORED SEVERAL OTHER LUNCHEON AND DINNER EVENTS AROUND THE COUNTRY.ACTON INSTITUTE ALSO OPERATES A BOOKSTORE TO PROMOTE AND SELL ITS OWN PUBLICATIONS, IN ADDITION TO OUTSIDE PUBLICATIONS, RELATED TO OUR MISSION AND PROGRAM OUTREACH AREAS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 716636 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 53219 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4169740 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 33 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIS MAUREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6164543080 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 OTTAWA AVE NW | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495032718 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| REV ROBERT A SIRICO | ||||||
| DIRECTOR | 50.00 | X | X | 178500 | 0 | 2830 |
| DAVID HUMPHREYS | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| FRANK HANNA III | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| DAVID MILROY | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DR ALEJANDRO CHAFUEN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT COSTELLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR GAYLEN BYKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY CONNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JC HUIZENGA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SIDNEY JANSMA JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN KENNEDY III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH MURASKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| REV REN BROEKHUIZEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIS MAUREN | ||||||
| EXECUTIVE DIRECTOR | 50.00 | X | X | 177335 | 0 | 17590 |
| JOHN CROWE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM VOGT | ||||||
| DIRECTOR OF FINANCE | 50.00 | X | 73900 | 0 | 10700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 429735 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31120 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWATER MEDIA LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GENERAL PALMER DRIVE | AddressLine1 |
| City | PALMER LAKE | City |
| State | CO | State |
| ZIP Code | 80133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MEDIA PRODUCTION | DescriptionOfServices |
| Compensation | 236593 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 129063 | FundraisingEvents |
| All Other Contributions | 5570729 | AllOtherContributions |
| Noncash Contributions | 1630281 | NoncashContributions |
| Total Contributions | 5699792 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONFERENCE AND MEETING | 900099 | 271787 | 271787 |
| SPEAKING ENGAGEMENTS | 900099 | 32498 | 32498 |
| SALES OF MEDIA PRODUCT | 900099 | 25689 | 25689 |
| SUBSCRIPTIONS | 900099 | 8290 | 8290 |
| EVENT FEES | 900099 | 295 | 295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 338559 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12765 | TotalRevenueColumn |
| Exclusion | $12,765 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 67320 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60659 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6661 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6661 | TotalRevenueColumn |
| Exclusion | $6,661 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 47685 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 129063 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 90007 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42322 | TotalRevenueColumn |
| Exclusion | -$42,322 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 71495 | GrossSalesOfInventory |
| Cost Of Goods Sold | 27238 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44257 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44257 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10777 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10777 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10777 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6070489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 393593 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$22,896 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85176 | Total |
| Program Services | 85176 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125109 | Total |
| Program Services | 125109 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299163 | Total |
| Program Services | 299163 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460855 | Total |
| Program Services | 330081 | ProgramServices |
| Management And General | 57489 | ManagementAndGeneral |
| Fundraising | 73285 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1250692 | Total |
| Program Services | 981316 | ProgramServices |
| Management And General | 56129 | ManagementAndGeneral |
| Fundraising | 213247 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68024 | Total |
| Program Services | 54202 | ProgramServices |
| Management And General | 4904 | ManagementAndGeneral |
| Fundraising | 8918 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134382 | Total |
| Program Services | 96124 | ProgramServices |
| Management And General | 7312 | ManagementAndGeneral |
| Fundraising | 30946 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93775 | Total |
| Program Services | 73467 | ProgramServices |
| Management And General | 3241 | ManagementAndGeneral |
| Fundraising | 17067 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18867 | Total |
| Program Services | 943 | ProgramServices |
| Management And General | 17924 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18440 | Total |
| Program Services | 2592 | ProgramServices |
| Management And General | 15848 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730335 | Total |
| Program Services | 702863 | ProgramServices |
| Management And General | 14492 | ManagementAndGeneral |
| Fundraising | 12980 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26767 | Total |
| Program Services | 25411 | ProgramServices |
| Management And General | 762 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448123 | Total |
| Program Services | 306944 | ProgramServices |
| Management And General | 50263 | ManagementAndGeneral |
| Fundraising | 90916 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219783 | Total |
| Program Services | 157426 | ProgramServices |
| Management And General | 48208 | ManagementAndGeneral |
| Fundraising | 14149 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253342 | Total |
| Program Services | 206241 | ProgramServices |
| Management And General | 22828 | ManagementAndGeneral |
| Fundraising | 24273 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446788 | Total |
| Program Services | 439895 | ProgramServices |
| Management And General | 2865 | ManagementAndGeneral |
| Fundraising | 4028 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137898 | Total |
| Program Services | 82654 | ProgramServices |
| Management And General | 42709 | ManagementAndGeneral |
| Fundraising | 12535 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| HONORARIUMS | 147783 | 147083 | 700 | |
| MISCELLANEOUS EXPENSES | 70443 | 17719 | 23914 | 28810 |
| MEALS AND ENTERTAINMENT | 44451 | 35331 | 4421 | 4699 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5080196 | Total |
| Program Services | 4169740 | ProgramServices |
| Management And General | 378483 | ManagementAndGeneral |
| Fundraising | 531973 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21416 | BOY |
| EOY | 9021 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3345173 | BOY |
| EOY | 3326335 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233700 | BOY |
| EOY | 2621534 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89481 | BOY |
| EOY | 39740 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76371 | BOY |
| EOY | 84395 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43762 | BOY |
| EOY | 73179 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1447575 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1062047 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474577 | BOY |
| EOY | 385528 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170617 | BOY |
| EOY | 204225 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907989 | BOY |
| EOY | 1015800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6363086 | BOY |
| EOY | 7759757 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222119 | BOY |
| EOY | 474904 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4255 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226374 | BOY |
| EOY | 474904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4163498 | BOY |
| EOY | 5591275 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1973214 | BOY |
| EOY | 1693578 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6136712 | BOY |
| EOY | 7284853 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6363086 | BOY |
| EOY | 7759757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 990293 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 157848 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4610609 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4617966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5901396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4877260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5699792 | CurrentTaxYear |
| Total | 25707023 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4610609 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4617966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5901396 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4877260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5699792 | CurrentTaxYear |
| Total | 25707023 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4992498 | AmountsSubstContributorsTotal |
| Public Support Total170 | 20714525 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163226 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 222186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 135399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12765 | CurrentTaxYear |
| Total | 551325 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 181820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152656 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 207999 | CurrentTaxYearMinus2Years |
| Current Tax Year | 8257 | CurrentTaxYear |
| Total | 550732 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56959 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30139 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58462 | CurrentTaxYear |
| Total | 208399 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27017479 | TotalSupport |
| Gross Receipts From Admissions Etc | 1383035 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79320 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 470533 | OtherCostOrOtherBasis |
| Depreciation | 337419 | Depreciation |
| Book Value | 133114 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 335595 | OtherCostOrOtherBasis |
| Depreciation | 240208 | Depreciation |
| Book Value | 95387 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 641447 | OtherCostOrOtherBasis |
| Depreciation | 484420 | Depreciation |
| Book Value | 157027 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 385528 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMON STOCK OF PRIVATELY HELD CORPORATION | Description |
| Book Value | 1015800 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1015800 | TotalOfBookValueSecurities |
| Total Revenue | 6070489 | TotalRevenue |
| Total Expenses | 5080196 | TotalExpenses |
| Excess Or Deficit For Year | 990293 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 157848 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 157848 | TotalAdjustments |
| Excess Or Deficit Per FS | 1148141 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6236465 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 157848 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 8128 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 165976 | RevenueNotRptdF990 |
| Revenue Subtotal | 6070489 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6070489 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5088324 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 8128 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 8128 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5080196 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5080196 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE INTERNAL REVENUE SERVICE HAS DETERMINED THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). IN ADDITION, THE INSTITUTE QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE INSTITUTE IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE. TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION. WITH LIMITED EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO AUDITS BY FEDERAL AUTHORITIES FOR YEARS PRIOR TO 2007, AND STATE AUTHORITIES FOR YEARS PRIOR TO 2006. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Type Of Activities Conducted | PROGRAM SERVICES AND GRANTS | TypeOfActivitiesConducted |
| Specific Services Provided | EDUCATION | SpecificServicesProvided |
| Total Expenditures | 169741 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 169741 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 169741 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| SOUTH AMERICA | THE ACTON INSTITUTE HAS ESTABLISHED RELATIONSHIPS WITH SEVERAL INTERNATIONAL AFFILIATE ORGANIZATIONS THAT SHARE OUR MISSION AND SEEK TO PROMOTE IDEAS OF THE ACTON INSTITUTE. THE AFFILIATES ARE INDEPENDENT ORGANIZATIONS THAT WORK WITH ACTON TO PROMOTE THE IDEAS OF A FREE AND VIRTUOUS SOCIETY IN THEIR OWN COUNTRIES AND WITHIN THEIR OWN CULTURAL CONTEXT. ACTON PROVIDES THESE AFFILIATES WITH SMALL GRANTS FOR CONFERENCES, PUBLICATIONS, WEBSITE MAINTENANCE, TRANSLATION, AND OTHER ACTIVITIES. | 76000 | WIRE TRANSFER |
| EUROPE | THE ACTON INSTITUTE HAS ESTABLISHED RELATIONSHIPS WITH SEVERAL INTERNATIONAL AFFILIATE ORGANIZATIONS THAT SHARE OUR MISSION AND SEEK TO PROMOTE IDEAS OF THE ACTON INSTITUTE. THE AFFILIATES ARE INDEPENDENT ORGANIZATIONS THAT WORK WITH ACTON TO PROMOTE THE IDEAS OF A FREE AND VIRTUOUS SOCIETY IN THEIR OWN COUNTRIES AND WITHIN THEIR OWN CULTURAL CONTEXT. ACTON PROVIDES THESE AFFILIATES WITH SMALL GRANTS FOR CONFERENCES, PUBLICATIONS, WEBSITE MAINTENANCE, TRANSLATION, AND OTHER ACTIVITIES. | 12000 | WIRE TRANSFER |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | NOVAK AWARD - ACKNOWLEDGES AND REWARDS OUTSTANDING NEW RESEARCH INTO THE INTERRELATION OF RELIGION AND ECONOMIC LIBERTY. | TypeOfAssistance |
| Region | EUROPE | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: GRANTS FUNDS ARE MONITORED VIA REPORTS THAT ARE SUBMITTED BY RECIPIENTS. ALSO, SOME GRANTS ARE USED FOR ATTENDING ACTON EVENTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 176748 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 129063 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47685 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 60243 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 29764 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 176748 | GrossReceiptsTotal |
| Charitable Contributions Total | 129063 | CharitableContributionsTotal |
| Gross Revenue Total Events | 47685 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 60243 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 29764 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90007 | DirectExpenseSummaryEvents |
| Net Income Summary | -42322 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOR'S TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1305 109 N HENRY ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 522166327 | EINOfRecipient |
| Amount Of Cash Grant | 83700 | AmountOfCashGrant |
| Purpose Of Grant | CHARITABLE CONTRIBUTION FOR PURPOSES DEEMED NECESSARY BY THE RECIPIENT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE MONITORED VIA REPORTS SUBMITTED BY RECIPIENTS. SOME GRANTS ARE USED FOR ATTENDING ACTON EVENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REV ROBERT A SIRICO | |||||||||||||
| 178500 | 0 | 0 | 0 | 0 | 0 | 2000 | 0 | 830 | 0 | 181330 | 0 | 0 | 0 |
| KRIS MAUREN | |||||||||||||
| 177335 | 0 | 0 | 0 | 0 | 0 | 2000 | 0 | 15590 | 0 | 194925 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 69200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 36825 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 360866 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1050000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | JEWELRY | 1 | 68646 | FAIR MARKET VALUE |
| X | COIN COLLECTIONS | 1 | 44744 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION RECEIVED A BEQUEST CONSISTING OF ARTWORK, JEWELRY, COINS AND OTHER HOUSEHOLD ITEMS. THE ITEMS WERE SOLD AT AN AUCTION BY A THIRD PARTY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY, THE BOARD OF DIRECTORS. THE ORIGINAL MEMBERS WERE APPOINTED IN THE FOUNDING DOCUMENTS OF INCORPORATION. NEW MEMBERS MAY BE ADDED BY A TWO-THIRDS VOTE OF THE FULL MEMBERS. THE BOARD OF DIRECTORS, BY UNANIMOUS ACTION, MAY TERMINATE THE MEMBERSHIP OF ANY MEMBER WHO FAILS TO COMPLY WITH THE BYLAWS OR REGULATIONS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE ABILITY TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, THE BOARD OF DIRECTORS. THE BY-LAWS GRANT MEMBERS THE POWER TO FILL VACANCIES OR REMOVE EXISTING DIRECTORS BY A MAJORITY VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. IN ADDITION, A COPY OF THE FORM 990 DRAFT WILL BE AVAILABLE IN A SECURED PART OF THE WEBSITE. | |
| PERIODIC REVIEW OF COMPENSATION, BENEFITS, AND ANY OUTSIDE SERVICE ARRANGEMENTS AND PROVIDERS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD INVESTIGATES AND DETERMINES EXECUTIVE DIRECTOR AND PRESIDENT SALARIES AND COMPENSATION. THE EXECUTIVE DIRECTOR AND HUMAN RESOURCES DETERMINE ALL OTHERS. THE PROCESS INCLUDES COMPARISON TO SIMILAR ORGANIZATIONS AND SALARY SURVEYS AS WELL AS ANALYSIS OF RESPONSIBILITIES AND PERFORMANCE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 157,848. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE IN THE PROCESSES PERFORMED BY THOSE WHO HAVE OVERSIGHT OF THE AUDIT FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |