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MERCATUS CENTER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MERCATUS CENTER INC (EIN 54-1436224)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-02-25
IRS object ID
202530569349300628
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-25T10:36:11-06:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582676261PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rogers & Company PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Boulevard Suite 600AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541436224EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mercatus Center IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERCBusinessNameControlTxt
Phone7039934930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13434 Washington Blvd 4th FloorAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP222014508ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary LeffPersonNm
Person TitleTreasurer and CFOPersonTitleTxt
Phone7039934930PhoneNum
Signature2025-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAmanda E WaterhousePreparerPersonNm
PTINP02014004PTIN
Phone7038930300PhoneNum
Preparation2025-02-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGary LeffPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13434 Washington Blvd 4th FloorAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP222014508ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,392,965GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mercatus.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTo bridge the gap between academic research and public policy problems.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee233TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,540,249PYContributionsGrantsAmt
CY Contributions Grants$37,253,749CYContributionsGrantsAmt
PY Program Service Revenue$312,700PYProgramServiceRevenueAmt
CY Program Service Revenue$210,355CYProgramServiceRevenueAmt
PY Investment Income$1,230,208PYInvestmentIncomeAmt
CY Investment Income$1,534,200CYInvestmentIncomeAmt
PY Other Revenue$363,735PYOtherRevenueAmt
CY Other Revenue$340,075CYOtherRevenueAmt
PY Total Revenue$47,446,892PYTotalRevenueAmt
CY Total Revenue$39,338,379CYTotalRevenueAmt
PY Grants And Similar Paid$12,417,727PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,944,320CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,351,126PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,888,026CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$80,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$116,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,131,670CYTotalFundraisingExpenseAmt
PY Other Expenses$15,401,776PYOtherExpensesAmt
CY Other Expenses$13,861,174CYOtherExpensesAmt
PY Total Expenses$49,250,629PYTotalExpensesAmt
CY Total Expenses$44,809,520CYTotalExpensesAmt
PY Revenues Less Expenses-$1,803,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,471,141CYRevenuesLessExpensesAmt
Total Assets BOY$43,118,804TotalAssetsBOYAmt
Total Assets EOY$36,765,270TotalAssetsEOYAmt
Total Liabilities BOY$5,523,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,410,958TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,594,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,354,312NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Center educates students and is an organization that uses sound interdisciplinary research and application in the humane sciences that integrates theory and practice to develop insights and tools that can sustainably advance a free, prosperous, and civil society.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,150,390ExpenseAmt
Grant$7,311,279GrantAmt
Revenue$101,219RevenueAmt
DescUniversity Research & Teaching - Supports academic research and faculty activities at George Mason University and elsewhere to advance and apply a research agenda for understanding institutions and change or broadly advance a free and prosperous society.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,217,258ExpenseAmt
Grant$744,115GrantAmt
Revenue$3,968RevenueAmt
DescApplied Research- Conduct economic research of consequence that makes sense of public policy problems and puts forward solutions that maximize individual freedom and prosperity.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,148,498ExpenseAmt
Grant$1,790,327GrantAmt
Revenue$105,000RevenueAmt
DescStudent Programs - Support Graduate Students at George Mason University, training future scholars and decision-makers to advance and apply a research agenda for understanding institutions and change.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$3,698,682$5,000$168Communications - Improves the effectiveness of Mercatus outreach efforts, raises its public profile, and promotes its research and ideas to media and opinion shapers.
$1,653,519$93,600Outreach - Brings education in economic ideas to key decision-makers in the public policy process.
$1,376,618Public Affairs - Seeks to inform alumni, faculty, and supporters about the efforts of the Center and build communication that develops a network of individuals interested in liberty.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,728,819TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$98,600TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$168TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$41,244,965TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document711IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee233EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gary LeffBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7039934930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13434 Washington Blvd 4th FloorAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP222014508ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Tyler Cowen
Chairman1.00Yes (X)Yes (X)$133,378$0$0
Richard Fink
Director1.00Yes (X)$0$0$0
Vernon Smith
Director1.00Yes (X)$0$0$0
Brian Hooks
Director1.00Yes (X)$0$0$0
Emily Chamlee-Wright
Director1.00Yes (X)$0$0$0
Edwin Meese
Director1.00Yes (X)$0$0$0
Manuel Johnson
Director1.00Yes (X)$0$0$0
Donald Boudreaux
Director1.00Yes (X)$96,300$0$0
Salen Churi
Director1.00Yes (X)$0$0$0
Samuel Bowman
Director1.00Yes (X)$0$0$0
Katherine Boyle
Director1.00Yes (X)$0$0$0
Virgil Henry Storr
Director/ VP Academic & Student Programs40.00Yes (X)$247,251$0$121
Benjamin Klutsey
Executive Director40.00Yes (X)$192,466$0$22,009
Daniel Rothschild
Executive Director40.00Yes (X)$503,750$0$32,780
Jennifer Zambone
Secretary & VP of Operations40.00Yes (X)$263,150$0$10,979
Gary Leff
Treasurer & CFO20.00Yes (X)$195,000$0$20,989
Daniel Butler
Senior Director of Development40.00$335,129$0$27,347Yes (X)
Veronique De Rugy
Senior Research Fellow40.00$315,671$0$20,403Yes (X)
Eileen Norcross
VP of Policy Research40.00$275,929$0$26,551Yes (X)
Alden Abbott
Senior Research Fellow40.00$235,860$0$792Yes (X)
Brian Knight
Director of Innovation and Governance40.00$233,255$0$15,783Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,027,139TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$177,754TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K66IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Salesforcecom
415 Mission Street 3rd FloorSan FranciscoCA94105Cloud-based online software services$189,064
Hotel AKA Brickell
1395 Brickell AveMiamiFL33131Event venue services$154,397
Direct Mail Marketing Group
22780 Indian Creek Dr STE 100DullesVA20166Direct mail campaign services$152,421
Bluespark LLC
7610 Falls of Neuse RdSuite 100RaleighNC27615Consulting services$140,911
Christopher J Coyne
10343 Commonwealth BlvdFairfaxVA22032Academic lecture and program support$126,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
All Other Contributions$37,253,749AllOtherContributionsAmt
Noncash Contributions$82,926NoncashContributionsAmt
Total Contributions$37,253,749TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEducational programsDesc
Business611710BusinessCd
Total Revenue Column$210,355TotalRevenueColumnAmt
Related Or Exempt Func Income$210,355RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$210,355TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,526,159TotalRevenueColumnAmt
Exclusion$1,526,159ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$269,695RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$269,695RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$269,695TotalRevenueColumnAmt
Exclusion$269,695ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$57,119SecuritiesAmt
Other$5,508OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$49,223SecuritiesAmt
Other$5,363OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,896SecuritiesAmt
Other$145OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,041TotalRevenueColumnAmt
Exclusion$8,041ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCredit card rewardsDesc
Business900099BusinessCd
Total Revenue Column$70,380TotalRevenueColumnAmt
Exclusion$70,380ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$70,380OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,338,379TotalRevenueColumnAmt
Related Or Exempt Func Income$210,355RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,874,275ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,487,345TotalAmt
Program Services$3,487,345ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,369,146TotalAmt
Program Services$2,369,146ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,087,829TotalAmt
Program Services$4,087,829ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,751,055TotalAmt
Program Services$1,141,058ProgramServicesAmt
Management And General$551,195ManagementAndGeneralAmt
Fundraising$58,802FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$64,323TotalAmt
Program Services$64,323ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,636,391TotalAmt
Program Services$15,345,190ProgramServicesAmt
Management And General$336,368ManagementAndGeneralAmt
Fundraising$954,833FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,185,547TotalAmt
Program Services$1,076,208ProgramServicesAmt
Management And General$39,285ManagementAndGeneralAmt
Fundraising$70,054FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,250,710TotalAmt
Program Services$1,129,475ProgramServicesAmt
Management And General$55,490ManagementAndGeneralAmt
Fundraising$65,745FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,274TotalAmt
Program Services$45,683ProgramServicesAmt
Management And General$1,716ManagementAndGeneralAmt
Fundraising$12,875FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,634TotalAmt
Management And General$21,634ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$116,000TotalAmt
Fundraising$116,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,633TotalAmt
Management And General$11,633ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,208,653TotalAmt
Program Services$3,785,145ProgramServicesAmt
Management And General$90,921ManagementAndGeneralAmt
Fundraising$332,587FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$211,822TotalAmt
Program Services$211,822ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,424,836TotalAmt
Program Services$1,042,890ProgramServicesAmt
Management And General$35,140ManagementAndGeneralAmt
Fundraising$346,806FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,583,826TotalAmt
Program Services$1,396,156ProgramServicesAmt
Management And General$125,577ManagementAndGeneralAmt
Fundraising$62,093FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,427,022TotalAmt
Program Services$1,314,036ProgramServicesAmt
Management And General$45,197ManagementAndGeneralAmt
Fundraising$67,789FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,191,400TotalAmt
Program Services$3,152,294ProgramServicesAmt
Management And General$31,900ManagementAndGeneralAmt
Fundraising$7,206FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,326,286TotalAmt
Program Services$1,311,417ProgramServicesAmt
Management And General$13,743ManagementAndGeneralAmt
Fundraising$1,126FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$264,948TotalAmt
Program Services$243,971ProgramServicesAmt
Management And General$8,391ManagementAndGeneralAmt
Fundraising$12,586FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$56,763TotalAmt
Management And General$56,763ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Memberships$34,430$26,866$7,530$34
List rental$24,962$2,431$22,531
Property taxes$12,685$11,680$402$603

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,809,520TotalAmt
Program Services$41,244,965ProgramServicesAmt
Management And General$1,432,885ManagementAndGeneralAmt
Fundraising$2,131,670FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,621,093BOYAmt
EOY$5,852,896EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$27,763,585BOYAmt
EOY$27,676,956EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$406,250BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$235,458BOYAmt
EOY$264,905EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$885,417BOYAmt
EOY$689,596EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,655,005LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,327,609LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$501,355BOYAmt
EOY$327,396EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,705,646BOYAmt
EOY$1,953,521EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,118,804BOYAmt
EOY$36,765,270EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,188,407BOYAmt
EOY$1,860,027EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,046,903BOYAmt
EOY$2,233,155EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$288,508BOYAmt
EOY$317,776EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,523,818BOYAmt
EOY$4,410,958EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,777,415BOYAmt
EOY$18,745,722EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,817,571BOYAmt
EOY$13,608,590EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,594,986BOYAmt
EOY$32,354,312EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,118,804BOYAmt
EOY$36,765,270EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$5,471,141ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$130,467NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$100,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,316,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,704,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,537,054CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,540,249CurrentTaxYearMinus1YearAmt
Current Tax Year$37,253,749CurrentTaxYearAmt
Total$253,351,694TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,316,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,704,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,537,054CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,540,249CurrentTaxYearMinus1YearAmt
Current Tax Year$37,253,749CurrentTaxYearAmt
Total$253,351,694TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$61,781,735SubstantialContributorsTotAmt
Public Support Total170$191,569,959PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$380,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,505CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$380,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,573,276CurrentTaxYearMinus1YearAmt
Current Tax Year$1,795,854CurrentTaxYearAmt
Total$4,485,562TotalAmt
FieldValueIRS element (for citing)
Total Support$257,837,256TotalSupportAmt
Gross Receipts Rltd Activities$1,002,662GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74300PublicSupportCY170Pct
Public Support PY1700.76070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$643,055OtherCostOrOtherBasisAmt
Depreciation$630,264DepreciationAmt
Book Value$12,791BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,011,950OtherCostOrOtherBasisAmt
Depreciation$697,345DepreciationAmt
Book Value$314,605BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$327,396TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Charitable gift annuities$193,222
Due to affiliate$124,554
FieldValueIRS element (for citing)
Total Liability$317,776TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$40,802,327TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$130,467NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,345,114DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,475,581RevenueNotReportedAmt
Revenue Subtotal$39,326,746RevenueSubtotalAmt
Investment Expenses Not Incld$11,633InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$11,633RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,338,379TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$46,043,001TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,345,114DonatedServicesUseFcltsAmt
Other Expenses Included-$100,000OtherExpensesIncludedAmt
Expenses Not Reported$1,245,114ExpensesNotReportedAmt
Expenses Subtotal$44,797,887ExpensesSubtotalAmt
Investment Expenses Not Incld2$11,633InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$11,633ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$44,809,520TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:Management has evaluated the Center's tax positions and concluded that the Center did not have any significant uncertain tax positions at August 31, 2024 and 2023.
Part XII, Line 2d - Other Adjustments:Reversal of Prior Year Grant Expenses

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean01Program ServicesResearch services$27,236
East Asia and the Pacific02Program ServicesAuthoring and engagement services$1,250
Europe (Including Iceland & Greenland)015Program ServicesAuthoring, peer review, and editiorial services, conference speaking, engagement and event services, data quality and research services, illustration design services, teacher resources service provider including mapping course outlines/syllabi and data management$224,826
North America02Program ServicesAuthoring services$1,750
South America03Program ServicesConference engagement services$500
South Asia012Program ServicesAuthoring, research and data collection, and website development services$43,350
Sub-Saharan Africa01Program ServicesData collection services$38,952
Central America and the Caribbean00Grants to recipients located in the region$73,250
East Asia and the Pacific00Grants to recipients located in the region$31,536
Europe (Including Iceland & Greenland)00Grants to recipients located in the region$1,588,961
Middle East and North Africa00Grants to recipients located in the region$36,200
North America00Grants to recipients located in the region$415,619
Russia and Neighboring States - Ukraine00Grants to recipients located in the region$165,884
South America00Grants to recipients located in the region$113,982
South Asia00Grants to recipients located in the region$1,364,981
Sub-Saharan Africa00Grants to recipients located in the region$297,416
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees36SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee36TotalEmployeeCnt
Subtotal Spent$411,114SubtotalSpentAmt
Continuation Spent$4,014,579ContinuationSpentAmt
Total Spent$4,425,693TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (48 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
Central America and the CaribbeanResearch Grant$10,000Wire/EFT/Check$0
Central America and the CaribbeanResearch Grant$8,000Wire/EFT/Check$0
Central America and the CaribbeanStudent Development/education grant$22,250Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Student Development/education grant$8,500Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$25,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$50,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$40,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$25,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$21,400Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$25,100Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$10,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$25,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$50,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$50,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$30,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$25,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$20,140Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$20,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$20,000Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$10,448Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Student Development/education grant$7,708Wire/EFT/Check$0
Europe (Including Iceland & Greenland)Research Grant$45,000Wire/EFT/Check$0
Middle East and North AfricaResearch Grant$25,000Wire/EFT/Check$0
North AmericaResearch Grant$100,000Wire/EFT/Check$0
North AmericaResearch Grant$20,000Wire/EFT/Check$0
Russia and Neighboring States - UkraineResearch Grant$20,000Wire/EFT/Check$0
Russia and Neighboring States - UkraineResearch Grant$10,000Wire/EFT/Check$0
Russia and Neighboring States - UkraineResearch Grant$20,000Wire/EFT/Check$0
Russia and Neighboring States - UkraineResearch Grant$10,000Wire/EFT/Check$0
South AmericaResearch Grant$20,000Wire/EFT/Check$0
South AmericaStudent Development/education grant$10,000Wire/EFT/Check$0
South AsiaResearch Grant$100,000Wire/EFT/Check$0
South AsiaResearch Grant$100,000Wire/EFT/Check$0
South AsiaResearch Grant$100,000Wire/EFT/Check$0
South AsiaResearch Grant$80,000Wire/EFT/Check$0
South AsiaResearch Grant$60,000Wire/EFT/Check$0
South AsiaResearch Grant$45,000Wire/EFT/Check$0
South AsiaResearch Grant$35,000Wire/EFT/Check$0
South AsiaResearch Grant$35,000Wire/EFT/Check$0
South AsiaResearch Grant$30,000Wire/EFT/Check$0
South AsiaResearch Grant$30,000Wire/EFT/Check$0
South AsiaResearch Grant$28,000Wire/EFT/Check$0
South AsiaResearch Grant$20,000Wire/EFT/Check$0
South AsiaResearch Grant$15,000Wire/EFT/Check$0
South AsiaResearch Grant$12,000Wire/EFT/Check$0
South AsiaResearch Grant$110,000Wire/EFT/Check$0
Sub-Saharan AfricaResearch Grant$50,000Wire/EFT/Check$0
Sub-Saharan AfricaResearch Grant$35,000Wire/EFT/Check$0
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org40TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (28 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Research grantsCentral America and the Caribbean2$15,000Wire/EFT/Check
Research grantsSub-Saharan Africa1$10,000Wire/EFT/Check
Research grants, and stipend supportCentral America and the Caribbean2$17,250Wire/EFT/Check
Research grants, and stipend supportEurope (Including Iceland & Greenland)6$33,630Wire/EFT/Check
Research grants, and stipend supportSub-Saharan Africa12$46,327Wire/EFT/Check
Stipend supportCentral America and the Caribbean1$750Wire/EFT/Check
Stipend supportRussia and Neighboring States - Ukraine1$600Wire/EFT/Check
Stipend supportSub-Saharan Africa4$4,600Wire/EFT/Check
Student development/education fellowshipsEast Asia and the Pacific8$11,235Wire/EFT/Check
Student development/education fellowshipsEurope (Including Iceland & Greenland)21$117,255Wire/EFT/Check
Student development/education fellowshipsMiddle East and North Africa5$4,889Wire/EFT/Check
Student development/education fellowshipsSouth America23$24,003Wire/EFT/Check
Student development/education fellowshipsSouth Asia1$1,228Wire/EFT/Check
Student development/education fellowshipsSub-Saharan Africa12$11,482Wire/EFT/Check
Student development/education fellowships and stipend supportEast Asia and the Pacific7$6,719Wire/EFT/Check
Student development/education fellowships and stipend supportEurope (Including Iceland & Greenland)22$27,851Wire/EFT/Check
Student development/education fellowships and stipend supportRussia and Neighboring States - Ukraine9$6,905Wire/EFT/Check
Student development/education fellowships and stipend supportSouth America7$7,766Wire/EFT/Check
Student development/education fellowships, research grantsEast Asia and the Pacific2$5,228Wire/EFT/Check
Student development/education fellowships, research grantsEurope (Including Iceland & Greenland)2$6,228Wire/EFT/Check
Student development/education fellowships, research grantsMiddle East and North Africa3$6,311Wire/EFT/Check
Student development/education fellowships, research grantsSouth Asia7$30,340Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportEurope (Including Iceland & Greenland)163$896,057Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportNorth America57$295,619Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportRussia and Neighboring States - Ukraine11$98,378Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportSouth America8$49,213Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportSouth Asia158$533,413Wire/EFT/Check
Student development/education fellowships, research grants, and stipend supportSub-Saharan Africa26$139,107Wire/EFT/Check
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Faculty awards are given to those Center faculty members who actively engage in original research. In addition, grants were made to support research at other universities that advance the mission of the center and for promising projects to meaningfully improving society through the Emergent Ventures program. Research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products.
Part I, line 3:Foreign expenses are directly tracked and accounted for on the accrual method of accounting used for books.
Part III, Col (c):The number of individual recipients reported is an estimate based on historical trends from the prior year.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Advanced Advocacy LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11750 K Street NW Suite 1200AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
ActivitySee Part IVActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,272,500GrossReceiptsAmt
Retained By Contractor$116,000RetainedByContractorAmt
Net To Organization$1,156,500NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,272,500TotalGrossReceiptsAmt
Total Retained By Contractors$116,000TotalRetainedByContractorsAmt
Total Net To Organization$1,156,500TotalNetToOrganizationAmt
Licensed StatesDCLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Reference(ii) Activity:FormAndLineReferenceDesc
ExplanationDeveloped and facilitated relationships between prospective funding partners and Mercatus. Connected existing partners to Mercatus activities. Communicated activities and fundraising strategy to Mercatus leadership.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Kyiv School of Economics
2403 Avenue XBrooklynNY11235522264611501(c)3$1,100,000$0Research and Education Grants
George Mason University
4400 University Drive MSN 1A3FairfaxVA220304444540836354501(c)3$437,945$0Research and Education Grants
Cornell University
1300 York Avenue Box 314New YorkNY10065150532082501(c)3$321,113$0Research and Education Grants
Caribbean Progress Studies Institute Inc
21262 Prado CircleHuntington BeachCA92648922750682501(c)3$125,000$0Research and Education Grants
Scroll Prize Inc
548 Market St Unit 21052San FranciscoCA94104921989282501(c)3$100,000$0Research and Education Grants
Ukraine Global Scholars Foundation
177 Huntington Avenue17th floor1788BostonMA02115810847939501(c)3$100,000$0Research and Education Grants
Drizzle Health LLC
3107 Tilden DriveBaltimoreMD21211852963964$100,000$0Research and Education Grants
George Mason University Foundation
4400 University Drive MSN 1A3FairfaxVA220304444541603842501(c)3$80,000$0Research and Education Grants
Dirac Labs Inc
Commenda 108 W 13th Street SuiteWilmingtonDE19801931848077$60,000$0Research and Education Grants100
Nucleate Bio
88 Gordon St 401BrightonMA02135863225994501(c)3$55,000$0Research and Education Grants
Le Sallay & Marabou International Studies Inc
105 MORNINGSIDE DRIVECROUTON ON HUDSONNY10520852688298501(c)3$50,000$0Research and Education Grants
Institute for Family Studies
PO Box 1502CHARLOTTESVILLEVA22902270950140501(c)3$50,000$0Research and Education Grants
The Miami Native Inc
524 Hampton LaneKey BiscayneFL33149384243504501(c)3$50,000$0Research and Education Grants
TeacherGimbel Corporation
2400 VIRGINIA AVE NW C705WashingtonDC20037884201296501(c)3$50,000$0Research and Education Grants
Center for Innovative Governance Research
1717 K Street NW 900WashingtonDC20006823264419501(c)3$50,000$0Research and Education Grants
Digital Harbor Foundation Inc
1045 Light StreetBaltimoreMD21230452536579501(c)3$50,000$0Research and Education Grants
Institute for the Study of Modern Authoritarianism
114 12th Street NortheastWashington DCDC20002861870673501(c)3$50,000$0Research and Education Grants
Duke University
POBox 104132DurhamNC27708560532129501(c)3$43,000$0Research and Education Grants
Melagen Labs Corp
166 Geary St STE 1500San FranciscoCA94108993368216$40,000$0Research and Education Grants
Wear Organ Inc
34 Legato WayThe WoodlandsTX77382990693519501(c)3$30,000$0Research and Education Grants
Pause Bio Inc
21 Buena Vista Ave ESan FranciscoCA94117990768118$25,750$0Research and Education Grants
New York University - Stern
105 East 17th Street 2nd FlNew YorkNY10003135562308501(c)3$25,000$0Research and Education Grants
Charmaine Lee
407 East 12th Street Apt 3FENew YorkNY10009854390556501(c)3$25,000$0Research and Education Grants
Airstrip AI Inc
651 N Broad St Suite 201MiddletownDE19709301406188$25,000$0Research and Education Grants
Dognosis Inc
2320 Burnside StreetSimi ValleyCA93065934926716$25,000$0Research and Education Grants
NaijaCoder Inc
531 West 135th Street Apt 2New YorkNY10031883205893501(c)3$25,000$0Research and Education Grants
Diaspora Health LLC
1529 Walnut StPhiladelphiaPA19102882258396501(c)3$20,750$0Research and Education Grants
Positive Sum Inc
8 The GreenDoverDE19901372095625$20,500$0Research and Education Grants
Biocompute Inc
8 The Green Ste ADover KentDE19901990708259$20,000$0Research and Education Grants
vibecamp LLC
222 Fox RunExtonPA19341873841151501(c)3$20,000$0Research and Education Grants
Mawazo Institute
1440 W Taylor St PMB 4094ChicagoIL60607371845043$20,000$0Research and Education Grants
Accelerate SF Inc
1929 Market StSan FranciscoCA94103933563461$20,000$0Research and Education Grants
Stego Ventures Inc
1510 Liberty LaneRoswellGA30075993298280501(c)3$20,000$0Research and Education Grants
America's Future (AF)
1367 Connecticut Ave NW 200WashingtonDC20036521928321$20,000$0Research and Education Grants
The Counteroffensive Media Worldwide
449 R St NW Apt 102WashingtonDC20001923828245501(c)3$20,000$0Research and Education Grants
FAVOR Piedmont
54 Marina RoadCloverSC29710050627921$20,000$0Research and Education Grants
Prophecy CRE Inc
450 Hayes St Unit 3GSan FranciscoCA94102991800477$20,000$0Research and Education Grants
The Hack Foundation
8605 Santa Monica Blvd 86294West HollywoodCA90069812908499501(c)3$19,500$0Research and Education Grants
The Residency Inc
1152 S Van Ness AveSan FranciscoCA94110884349464501(c)3$18,000$0Research and Education Grants
Microvessel Inc
26363 Esperanza DrLos Altos HillsCA94022884203332$15,750$0Research and Education Grants
Center for Strange Works Inc
17 Chapel StMonroevilleOH44847992665845501(c)3$15,000$0Research and Education Grants
The Research Foundation for SUNY
State University College 108 RavineOneontaNY13820141368361501(c)3$12,663$0Research and Education GrantsParkway
Kura Technologies Inc
1 Soldiers Field ParkBostonMA02163923994692$10,625$0Research and Education Grants
Archbridge Institute
PO Box 34322WashingtonDC20043474252296501(c)3$10,000$0Research and Education Grants
Hispanic Leadership Foundation
1200 G Street NW - Suite 800WashingtonDC20005823637480501(c)3$10,000$0Research and Education Grants
Tholos Foundation
722 12th St NW 4th FloorWashingtonDC20005521400492501(c)3$10,000$0Research and Education Grants
Good Kid Production
11 s 12th streetrichmondVA23219832775272501(c)3$10,000$0Research and Education Grants
Minertti
4624 NW 74th Ave Unit 4 D01-058223DoralFL331666447301206320$8,600$0Research and Education Grants
Young Voices
1701 Rhode Island Ave NWWashingtonDC20036812593815501(c)3$8,000$0Research and Education Grants
The Curious Maverick
1545 Farmer PlSanta ClaraCA95051921730034501(c)3$6,000$0Research and Education Grants
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt
Total Other Org16TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships for qualified education expenses2$9,000N/AN/A
Student development/education Fellowships417$934,508N/AN/A
Research/ Student development Grants106$1,291,423N/AN/A
Student development/education stipends216$134,215N/AN/A

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:Faculty awards are given to those Center faculty members who actively engage in original research. In addition, grants were made to support research at other universities that advance the mission of the center and for promising projects to meaningfully improving society through the Emergent Ventures program. Research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products.
Part III, column (b):The number of individual recipients reported is an estimate based on historical trends from the prior year.
Part I, Line 1(h):Grants were given to the George Mason University for the following purposes: to provide general support for the mission and activities of the George Mason University Foundation; to provide support for research by faculty members in economics; to support student tuition in the Department of Economics; to support student stipends in the Department of Economics; and for summer support and course buyouts for faculty members in economics.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Daniel Rothschild
Executive Director$253,750$0$250,000$0$0$0$0$0$32,780$0$536,530$0$0$0
Daniel Butler
Senior Director of Development$205,129$0$130,000$0$0$0$0$0$27,347$0$362,476$0$0$0
Veronique De Rugy
Senior Research Fellow$225,653$0$90,000$0$18$0$0$0$20,403$0$336,074$0$0$0
Eileen Norcross
VP of Policy Research$210,929$0$65,000$0$0$0$0$0$26,551$0$302,480$0$0$0
Jennifer Zambone
Secretary & VP of Operations$203,150$0$60,000$0$0$0$0$0$10,979$0$274,129$0$0$0
Brian Knight
Director of Innovation and Governanc$193,255$0$40,000$0$0$0$0$0$15,783$0$249,038$0$0$0
Virgil Henry Storr
Director/ VP Academic & Student Prog$86,250$0$161,001$0$0$0$0$0$121$0$247,372$0$0$0
Alden Abbott
Senior Research Fellow$220,860$0$15,000$0$0$0$0$0$792$0$236,652$0$0$0
Gary Leff
Treasurer & CFO$148,333$0$46,667$0$0$0$0$0$20,989$0$215,989$0$0$0
Benjamin Klutsey
Executive Director$155,466$0$37,000$0$0$0$0$0$22,009$0$214,475$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Nona Storr
See Part V$20,000See Part V0
Linden Wright
See Part V$44,323See Part V0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Sch L, Part IV, Business Transactions Involving Interested Persons:(a) Name of Person: Nona Storr(b) Relationship Between Interested Person and Organization: Family member of director(d) Description of Transaction: Received honorarium for participating in the Hayek Program Hurricane Dorian recovery project
Sch L, Part IV, Business Transactions Involving Interested Persons:(a) Name of Person: Linden Wright(b) Relationship Between Interested Person and Organization: Family member of director(d) Description of Transaction: Received compensation as an employee of Mercatus

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$82,926NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationThe number in column (b) reflects the number of contributors.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bA draft of the Form 990 is prepared by the independent accountants and provided to the Chairman of the Board for review prior to filing.
Form 990, Part VI, Section B, line 12cConflicts and potential conflicts of interest are described in the Center'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.
Form 990, Part VI, Section B, line 15Officer compensation is set annually by a vote of the Executive Committee of the Board of Directors. Decisions are documented by the Executive Committee and provided to the organization. The committee considers employee performance, their knowledge of non-profit practices, and comparability data.
Form 990, Part VI, Section C, line 19The Organization's makes its financial statements and governing documents available upon request to those deemed to have a bona fide business purpose which advances the exempt purpose of the organization.
Form 990, Part XI, line 9:Reversal of Prior Year Grant Expenses 100,000.