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RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-13
IRS object ID
202432269349300743
Schema version
2022v5.0
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)
Return2024-08-13T11:52:49-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN454095250PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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Business Name Line1ROSE SNYDER & JACOBS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115821 VENTURA BLVD STE 490AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

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EIN770054631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RONALD REAGAN PRESIDENTIALBusinessNameLine1Txt
Business Name Line2FOUNDATION AND INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRONABusinessNameControlTxt
Phone8055222977PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRIVE 200AddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930650600ZIPCd

Business Officer BusinessOfficerGrp

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PersonPREE KARUNARATNEPersonNm
Person TitleCHIEF FIN. OFFICERPersonTitleTxt
Phone8055222977PhoneNum
Signature2024-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
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IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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Preparer PersonCRAIG M FRYEPreparerPersonNm
PTINP00090236PTIN
Phone8184610600PhoneNum
Preparation2024-08-09PreparationDt
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Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN HEUBUSCHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93065ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,468,842GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.REAGANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee175TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$123,699TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$19,595NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,747,128PYContributionsGrantsAmt
CY Contributions Grants$23,337,300CYContributionsGrantsAmt
PY Program Service Revenue$4,704,723PYProgramServiceRevenueAmt
CY Program Service Revenue$5,660,065CYProgramServiceRevenueAmt
PY Investment Income$5,438,610PYInvestmentIncomeAmt
CY Investment Income$4,962,559CYInvestmentIncomeAmt
PY Other Revenue$1,934,838PYOtherRevenueAmt
CY Other Revenue$3,077,416CYOtherRevenueAmt
PY Total Revenue$31,825,299PYTotalRevenueAmt
CY Total Revenue$37,037,340CYTotalRevenueAmt
PY Grants And Similar Paid$430,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$421,471CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,321,773PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,202,786CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$161,232PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$88,688CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,958,236CYTotalFundraisingExpenseAmt
PY Other Expenses$21,777,211PYOtherExpensesAmt
CY Other Expenses$25,436,641CYOtherExpensesAmt
PY Total Expenses$31,690,466PYTotalExpensesAmt
CY Total Expenses$36,149,586CYTotalExpensesAmt
PY Revenues Less Expenses$134,833PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$887,754CYRevenuesLessExpensesAmt
Total Assets BOY$386,530,675TotalAssetsBOYAmt
Total Assets EOY$411,922,927TotalAssetsEOYAmt
Total Liabilities BOY$18,854,909TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,967,431TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$367,675,766NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$384,955,496NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,024,845ExpenseAmt
Grant$421,471GrantAmt
Desc[PRESIDENTIAL LEARNING CENTER (EDUCATION PROGRAMS)]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS THROUGH AN UNDERSTANDING OF RONALD REAGAN'S LEGACY, CORE PRINCIPLES, AND LIFE. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA.-- SEE SCHEDULE O FOR CONTINUATION >THE REAGAN LEADERSHIP CENTER (RLC): THE RLC ACTIVELY INVOLVED MORE THAN 14,000 STUDENTS RANGING FROM 5TH TO 12TH GRADE IN INTERACTIVE AND IMMERSIVE SIMULATIONS HELD AT OUR CAMPUS. IN THE "OPERATION URGENT FURY" SIMULATION, INSPIRED BY THE 1983 UNITED STATES INVASION AND RESCUE MISSION IN GRENADA, STUDENTS ENGAGE IN ROLE-PLAYING ACTIVITIES TO GRASP GOVERNMENTAL FUNCTIONS AND DECISION-MAKING PROCESSES. OUR SECOND SCENARIO, "OPERATION 007," CENTERED ON THE KOREAN AIRLINES 007 SHOOTDOWN INCIDENT, UTILIZES WEB-BASED SIMULTANEOUS MULTI-PLAYER SYSTEMS TO OFFER A MORE INTRICATE GAMING EXPERIENCE. HERE, STUDENTS CONFRONT THE COMPLEXITIES OF DECISION-MAKING, NAVIGATING THE DELICATE EQUILIBRIUM BETWEEN LIBERTY AND SECURITY.>GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GENERAL ELECTRIC, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. IN 2023, OVER 13,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TEN STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. RECIPIENTS PARTICIPATED IN A SCHOLARS RETREAT AT THE REAGAN LIBRARY AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED MORE THAN $8.62 MILLION DOLLARS TO 216 SCHOLARS REPRESENTING 41 HOME STATES.>RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: THIS PROGRAM CELEBRATED ITS 24TH CLASS OF SCHOLARS IN 2023, EXCEEDING $892,000 IN TOTAL FUNDING SINCE THE PROGRAM'S INCEPTION TO 243 OUTSTANDING STUDENT LEADERS IN VENTURA COUNTY. THE 2023 RECIPIENTS INCLUDED 13 LOCAL HIGH SCHOOL SENIORS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. STUDENTS WERE CELEBRATED DURING AN AWARDS DINNER IN MAY.>GREAT COMMUNICATOR DEBATE SERIES: THIS SERIES IS CRAFTED WITH THE AIM OF NURTURING PROACTIVE, WELL-INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS THROUGH A NATIONWIDE ARRAY OF HIGH SCHOOL DEBATES. OVER 250 STUDENTS HAILING FROM VARIOUS CORNERS OF THE COUNTRY PARTICIPATED IN SEVEN REGIONAL QUALIFYING TOURNAMENTS, SPANNING BOTH IN-PERSON AND VIRTUAL FORMATS. COLLABORATING WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION, THE FOUNDATION ORCHESTRATED A NATIONAL CHAMPIONSHIP EVENT AT THE REAGAN LIBRARY IN JULY, FEATURING 16 NATIONAL FINALISTS. A SUM OF $50,000 IN SCHOLARSHIPS WAS DISTRIBUTED AMONG THE 16 DESERVING RECIPIENTS.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2023, THE WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) OF THE REAGAN FOUNDATION CONTINUED TO FOSTER A COMMUNITY OF INFORMED AND ACTIVE CITIZEN-LEADERS BY INVOLVING STUDENTS AND EDUCATORS NATIONWIDE. THE APLC FACILITATED VARIOUS PROFESSIONAL DEVELOPMENT EVENTS SUCH AS CALIFORNIA CONSTITUTION DAY AND EDUCATION APPRECIATION NIGHT. ADDITIONALLY, IT PROVIDED ENRICHING EXPERIENCES FOR STUDENTS, INCLUDING THE MEDAL OF HONOR FORUM. THROUGH A COLLABORATIVE EFFORT WITH DISCOVERY EDUCATION, THE APLC EXTENDED ITS REACH TO OVER 200,000 PARTICIPANTS BY OFFERING COMPLIMENTARY ONLINE CURRICULUM, COURSES, FIELD TRIPS, AND IMMERSIVE EXPERIENCES.>THE REAGAN LEADERSHIP SUMMIT: THE REAGAN LEADERSHIP SUMMIT'S FOCUS IS TO BE A STUDENT-LED STUDENT ATTENDED LEADERSHIP CONFERENCE FOR THOSE OF HIGH SCHOOL AND COLLEGE AGE. PRESIDENT RONALD REAGAN WORKED ACROSS DIFFERENCES THROUGHOUT HIS LIFE AND HE EMBODIED A LEADERSHIP STYLE THAT EMPOWERED OTHERS. FROM REACHING ACROSS THE AISLE TO RIVALS OR BY ENGAGING WITH THE SOVIET UNION'S GENERAL SECRETARY MIKHAIL GORBACHEV, PRESIDENT REAGAN WORKED WITH UNLIKELY PARTNERS TO ACHIEVE SHARED GOALS. IN HIS OWN CIRCLES, HE RECOGNIZED THAT GREAT LEADERS INSPIRE OTHERS TO DO GREAT THINGS. THE 2023 REAGAN LEADERSHIP SUMMIT'S THEME WAS TO REFLECT PRESIDENT REAGAN'S COMMITMENT TO LEADERSHIP THROUGH COLLABORATION AND CULTIVATION. THE SUMMIT FOCUSED ON THE IMPORTANCE OF BUILDING COALITIONS WITH UNLIKELY PARTNERS IN ORDER TO CREATE POSITIVE CHANGE WITH A KEYNOTE ADDRESS BY AUSTIN EKELER OF THE LA CHARGERS AND VARIOUS STUDENT LEADERS FROM THE REAGAN ALUMNI NETWORK.>STUDENT LEADERSHIP PROGRAM: DURING THE PREVIOUS SUMMER, OVER 200 HIGH SCHOOL STUDENTS NATIONWIDE DELVED INTO THE LEGACY OF RONALD REAGAN, DISCOVERING THE INTERCONNECTEDNESS OF EFFECTIVE COMMUNICATION, CIVIC DUTY, AND INFORMED DECISION-MAKING IN LEADERSHIP. THROUGH OUR COMBINED VIRTUAL AND IN-PERSON SUMMER LEADERSHIP PROGRAM, WE COLLABORATED WITH EDUCATORS, COMMUNITY MENTORS, AND COLLEGE INTERNS TO GUIDE STUDENTS IN CRAFTING THEIR INDIVIDUAL LEADERSHIP ACTION PLANS. EQUIPPED WITH NEWFOUND KNOWLEDGE AND SKILLS, PROGRAM GRADUATES EMERGE READY TO ENACT POSITIVE CHANGE WITHIN THEIR COMMUNITIES OR SCHOOLS. NOTABLY, ALUMNI OF THIS PROGRAM HAVE COLLECTIVELY EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,806,447ExpenseAmt
Desc[RONALD REAGAN INSTITUTE (RRI)]THE RI, LOCATED IN WASHINGTON, D.C., OPERATES THE FOLLOWING THREE CENTERS AND SCHOLARLY INITIATIVES WORK TO BUILD ON THE LEGACY AND IDEAS OF PRESIDENT REAGAN:>THE CENTER FOR PEACE THROUGH STRENGTH (CPTS) PROMOTES U.S. NATIONAL SECURITY POLICY GROUNDED IN PRESIDENT REAGAN'S PHILOSOPHY THAT A STRONG AMERICAN MILITARY IS THE BEST DETERRENT AGAINST AGGRESSION AND A SAFEGUARD FOR PEACE.>THE CENTER FOR CIVICS, EDUCATION, AND OPPORTUNITY (CCEO) WORKS AT THE NEXUS OF CIVICS AND EDUCATION POLICY, ANSWERING PRESIDENT REAGAN'S CALL FOR AN "INFORMED PATRIOTISM" TO ENSURE A MORE PROSPEROUS FUTURE FOR AMERICA.>THE CENTER FOR FREEDOM AND DEMOCRACY (CFD) CHAMPIONS PRESIDENT REAGAN'S VISION OF AMERICA AS A SHINING CITY ON A HILL BY HELPING TO RESTORE HIS OPTIMISTIC, CONFIDENT APPROACH TO PROMOTING FREEDOM, DEMOCRACY, AND HUMAN DIGNITY BOTH AT HOME AND ABROAD.SCHOLARLY INITIATIVES ADVANCE THE STUDY OF PRESIDENT REAGAN, HIS PRESIDENCY, AND HIS ERA THROUGH PROGRAMMING DESIGNED TO ENCOURAGE, DEVELOP, AND SHOWCASE NEW SCHOLARSHIP ON THESE SUBJECTS. REAGAN INSTITUTE PROGRAMS AND EVENTS:OCTOBER 19, 2022 | RESTORING THE MARGIN OF SAFETY IN THE 21ST CENTURY WITH SPEAKERS THE HON. JOHN LEHMAN, FORMER SECRETARY OF THE U.S. NAVY; SENATOR ROGER WICKER (R-MS); AND REPRESENTATIVE ELAINE LURIA (D-VA)OCTOBER 20-23, 2022 | AMERICAN OPPORTUNITY BOOTCAMP: >THE REAGAN INSTITUTE'S CENTER FOR CIVICS EDUCATION AND OPPORTUNITY LAUNCHED AN INTENSIVE MULTI-DAY PROGRAM THAT EXAMINES THE THEORY AND PRACTICE BEHIND REAGANISM (OR REAGANOMICS), THE PHILOSOPHY THAT DROVE PRESIDENT REAGAN'S ECONOMIC POLICIES. THE BOOTCAMP OFFERS AN OVERARCHING HISTORY AND UNDERSTANDING OF FREE-MARKET ECONOMIC POLICIES THAT GOVERNED THE REAGAN YEARS. THE PROGRAM PROVIDES STUDENTS ACCESS TO THE NATION'S LEADING ECONOMIC THOUGHT LEADERS, BUSINESS LEADERS, POLICYMAKERS, AND WORKFORCE EXPERTS. STUDENTS LEAVE THE BOOTCAMP WITH STRONG FOUNDATIONAL KNOWLEDGE AND A WORKING LEXICON IN ECONOMIC AND WORKFORCE POLICIES, AN UNDERSTANDING OF INTERSECTING RELATIONSHIPS BETWEEN EDUCATION AND WORKFORCE POLICYMAKING, AND A DIVERSE SET OF VIEWPOINTS FROM INDUSTRY LEADERS. STUDENTS EMERGE WITH AN UNDERSTANDING OF ECONOMIC FOUNDATIONS THAT PROVIDE THE CONTEXT FOR AMERICAN OPPORTUNITY. FEATURED SPEAKERS INCLUDED: ANDY PUZDER, FORMER CEO, CKE FOODS; SEC. ELAINE CHAO, 24TH U.S. SECRETARY OF LABOR, 18TH U.S. SECRETARY OF TRANSPORTATION; BEN SIMON, FOUNDER, IMPERFECT FOODS; AND JIMMY KEMP, PRESIDENT, JACK KEMP FOUNDATIONOCTOBER 26, 2022 | AMBASSADOR ROUNDTABLE WITH AMBASSADOR RICHARD BURT, AMBASSADOR ERIC EDELMAN AND AMBASSADOR PAUL WOLFOWITZOCTOBER 27, 2022 | OUR CIVICS: SAFEGUARDING AMERICAN DEMOCRACY >A DAY-LONG EVENT IN COLLABORATION WITH MORE PERFECT AND THE PARTNERSHIP FOR AMERICAN DEMOCRACY NOVEMBER 2, 2022 | SCHOLARLY INITIATIVES ROUNDTABLE: THE SECOND COLD WAR WITH AARON DONAGHYNOVEMBER 16, 2022 | NATIONAL SECURITY INNOVATION BASE ROUNDTABLE DINNER WITH FEATURED SPEAKERS SENATOR ANGUS KING (I-ME), AND DR. ALEX KARP, CEO OF PALANTIR TECHNOLOGIES NOVEMBER 17, 2022 | THE PEACEMAKER BOOK LAUNCH WITH AUTHOR DR. WILLIAM INBODENDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$14,436,372ExpenseAmt
Revenue$4,970,207RevenueAmt
Desc[THE MUSEUM] THE REAGAN MUSEUM VIVIDLY TELLS THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY AND PRINCIPLES. IN ADDITION, THE LIBRARY'S TEMPORARY GALLERY SPACE CONTINUOUSLY SHOWCASES HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS WHICH OFTEN SERVE AS A SPRINGBOARD TO COMPLEMENTARY PUBLIC AFFAIRS PROGRAMMING. WHENEVER POSSIBLE, TIES ARE DRAWN BETWEEN THE TEMPORARY EXHIBIT AND THE LIFE, PRESIDENCY, AND PRINCIPLES OF RONALD REAGAN. COLLECTIVELY, THE PERMANENT AND TEMPORARY EXHIBITS OFFER A WORLD-CLASS FAMILY DESTINATION DRAWING VISITORS FROM ACROSS OUR LOCAL COMMUNITY AND FROM AROUND THE WORLD. -- SEE SCHEDULE O FOR CONTINUATION TEMPORARY EXHIBITS>AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. (MARCH 23, 2023 JANUARY 28, 2024): IN A WEST COAST PREMIERE, THIS 12,500 SQUARE FOOT EXHIBITION BROUGHT TOGETHER MORE THAN 700 ORIGINAL AND POWERFUL OBJECTS OF GREAT HISTORIC AND HUMAN VALUE. THESE ITEMS WERE DIRECT WITNESSES OF THE HORRORS OF AUSCHWITZ AND THE HOLOCAUST THAT SERVE AS THE GUIDING THREAD OF A RIGOROUS AND MOVING ACCOUNT ON THE HISTORY OF THE CAMP AND ITS DWELLERS, BOTH VICTIMS AND PERPETRATORS. MORE BROADLY, AND CRUCIALLY, THE EXHIBITION TELLS THE STORY OF WHAT HAPPENS WHEN PEOPLE TURN A BLIND EYE TO HATRED OF OTHERS. >AMERICAN CHRISTMAS STORY (NOVEMBER 11, 2022 JANUARY 8, 2023): THIS YEAR'S CHRISTMAS EXHIBIT WAS A 5,000 SQUARE FOOT EXHIBIT CONTAINING 50 TREES, ONE DECORATED FOR EACH STATE IN THE UNITED STATES. THE EXHIBIT ALSO CONTAINED A WHITE HOUSE TREE AND FEATURED ACTUAL ORNAMENTS AND CAROLER DOLLS USED BY PRESIDENT AND MRS. REAGAN.COMMUNITY EVENTS>PRESIDENTS' DAY AND INDEPENDENCE DAY 2,719 PEOPLE ATTENDED OUR ANNUAL PRESIDENT'S DAY CELEBRATION, AND 3,503 ATTENDED OUR 4TH OF JULY FESTIVITIES. BOTH EVENTS INCLUDED LIVE MUSICAL ENTERTAINMENT, PRESIDENTIAL LOOKALIKES, AND FAMILY GAMES. OUR JULY 4TH PROGRAM ALSO INCLUDED AN UNVEILING PROGRAM FOR THE LIBRARY'S NEW STATUE OF ASTRONAUT SALLY RIDE.>MEMORIAL DAY THE REAGAN FOUNDATION HELD ITS SECOND ANNUAL MEMORIAL DAY COMMEMORATION. APPROXIMATELY 400 PEOPLE ATTENDED THE PROGRAM WHICH HONORS THE FALLEN MEN AND WOMEN WHO SERVED IN THE U.S. MILITARY. THE PROGRAM INCLUDED LIVE MUSIC, A FLYOVER, AND KEYNOTE REMARKS BY TWO SIMI VALLEY RESIDENT GOLD STAR FAMILY MEMBERS. >VETERAN'S DAY: U.S. ARMY VETERAN AND AUTHOR BRADY TAYLOR WAS THE KEYNOTE AT THIS YEAR'S VETERAN'S DAY PROGRAM. OVER 2,000 PEOPLE ATTENDED THE DAY'S EVENTS. >RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PERSONNEL FROM UNITED STATES MARINE CORPS BASE CAMP PENDLETON PLACED A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S KEYNOTE WAS FORMER SECRETARY OF STATE DR. HENRY KISSINGER.THE YEAR AHEAD: FY 2024PROGRAMMING AT THE RONALD REAGAN PRESIDENTIAL LIBRARY IN SIMI VALLEY, CALIFORNIA:REAGAN FORUM PARTICIPANTS IN PERSON>KAREN PENCE (FORMER SECOND LADY OF THE U.S.); 10/17/2023>MARK LEVIN (TALK RADIO HOST); 10/21/2023>BRET BAIER (FOX NEWS HOST); 10/26/2023>OREN SCHNEIDER (AUTHOR); 11/16/2023>RICHARD HUROWITZ (AUTHOR); 12/5/2023>NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 1/10/2024>AUDREY BIRNBAUM (AUTHOR); 1/11/2024>NECHAMA BIRNBAUM (AUTHOR); 1/18/2024>RAND PAUL (U.S. SENATOR); 2/20/2024>CHRIS SUNUNU (NEW HAMPSHIRE GOVERNOR); 3/20/2024>ANITA MCBRIDE (AUTHOR); 5/8/2024REAGAN FORUM PARTICIPANTS VIRTUAL> CRAIG SHIRLEY (AUTHOR); 3/13/2024ADDITIONAL PROGRAMMING IN PERSON>SURVIVORS PLAY: AS PART OF OUR PROGRAMMING FOR THE AUSCHWITZ EXHIBITION, THE REAGAN FOUNDATION HOSTED A LIVE PLAY ON OCTOBER 15, 2023, WHICH TEACHES THE CHRONOLOGICAL HISTORY OF THE HOLOCAUST BY ENACTING THE ACTUAL EXPERIENCES OF JEWISH CHILDREN AND TEENAGERS FROM EUROPE. >THE REAGAN NATIONAL DEFENSE FORUM WAS HELD ON DECEMBER 1-2, 2023, WITH FEATURED SPEAKERS: HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND HON. GINA RAIMONDO, U.S. SECRETARY OF COMMERCE.>MENORAH LIGHTING CEREMONY FOR THE FIRST TIME IN OVER A DECADE, THE REAGAN FOUNDATION HOSTED A MENORAH LIGHTING CEREMONY ON THE FIRST NIGHT OF HANUKAH (DECEMBER 7, 2023) AT THE REAGAN LIBRARY. THE PROGRAM WAS IN PARTNERSHIP WITH THE CHABAD OF SIMI VALLEY.>CHARTERS OF FREEDOM GROUNDBREAKING ON FEBRUARY 19, 2024 PRESIDENT'S DAY, THE REAGAN FOUNDATION HELD A GROUNDBREAKING CEREMONY FOR ITS NEW CHARTERS OF FREEDOM MONUMENT. THE MONUMENT INCLUDES STONE COPIES OF THE DECLARATION OF INDEPENDENCE, THE BILL OF RIGHTS, AND THE CONSTITUTION. THE CHARTERS OF FREEDOM MONUMENT NOW ALSO HAS A DISPLAY ON CIVIL RIGHTS WHICH INCLUDES THE FOLLOWING 5 CONSTITUTIONAL AMENDMENTS: 13, 14, 15, 19, AND 24.>HONORING THE LIFE AND LEGACY OF RONALD REAGAN TWENTY YEARS AGO, THE WORLD LOST A GREAT LEADER. ON JUNE 5, 2024, THE FOUNDATION WILL HOST A PROGRAM TO REFLECT ON OUR 40TH PRESIDENT'S IMPACT, ON BOTH DOMESTIC AND FOREIGN POLICY. PANELISTS WILL ASSESS HIS PRESIDENCY'S INFLUENCE OVER THE PAST TWENTY YEARS AND HOW IT WILL CONTINUE TO SHAPE AMERICA AND THE WORLD, AND WILL INCLUDE KEN ADELMAN, ART LAFFER, KT MCFARLAND, AND STEPHEN MOORE.>COMMEMORATING THE 80TH ANNIVERSARY OF D-DAY EIGHTY YEARS AGO, THE TIDES OF WWII CHANGED THROUGH OPERATION OVERLORD AND THE LANDINGS ON D-DAY. PRESIDENT REAGAN BRILLIANTLY MARKED THAT DAY IN 1984 WHEN HE DELIVERED ONE OF HIS MOST FAMOUS SPEECHES HIGHLIGHTING THE SELFLESS AND HEROIC ACTIONS OF THE "BOYS OF POINTE DU HOC." PANELISTS WILL PROVIDE A HISTORICAL LOOK AT OUR WORLD 80 YEARS AGO, AND ADDRESS THE IMPLICATIONS OF PRESIDENT REAGAN'S PEACE THROUGH STRENGTH POLICIES ON TODAY'S WORLD AND INCLUDE AMBASSADOR RICHARD BURT, JIM KUHN, MATT KROENIG, AND LISA ZANATTA HENN.PROGRAMMING HELD AT THE REAGAN INSTITUTE IN WASHINGTON, D.C IN PERSON:>NOVEMBER 9, 2023 | DEDICATION OF POPE JOHN PAUL II STATUE >JANUARY 25, 2023 | BEYOND THE SCIF, BIOSECURITY AND THE WEAPONIZATION OF ARTIFICIAL INTELLIGENCE SPEAKERS: REP. BRAD WENSTRUP (R-OH) MR. HIRSCH JAIN, HEAD OF PUBLIC HEALTH AND SENIOR VICE PRESIDENT, FEDERAL AT PALANTIR TECHNOLOGIES DR. MICHELLE ROZO, VICE CHAIR, NATIONAL SECURITY COMMISSION ON EMERGING BIOTECHNOLOGY SEN. JIM TALENT (R-MO), FORMER VICE-CHAIR OF THE COMMISSION ON THE PREVENTION OF WEAPONS OF MASS DESTRUCTION PROLIFERATION AND TERRORISM HON. KEN WAINSTEIN, UNDER SECRETARY FOR INTELLIGENCE AND ANALYSIS, DEPARTMENT OF HOMELAND SECURITY>FEBRUARY 2, 2024 | PROMOTING FREEDOM AT HOME AND ABROAD (ROUNDTABLE DISCUSSION) >FEBRUARY 13, 2024 | "GET ME CARLUCCI" BOOK EVENT SPEAKER: KRISTIN WEED CARLUCCI (AUTHOR) >MARCH 6, 2024 | "SEARCHING FOR REAGAN" BOOK EVENT SPEAKER: CRAIG SHIRLEY (AUTHOR) >MARCH 11, 2024 | WORLD LIBERTY CONGRESS RECEPTION SPEAKERS: LEOPOLDO LOPEZ, VENEZUELAN OPPOSITION LEADER MASIH ALINEJAD, IRANIAN-AMERICAN JOURNALIST AND AUTHOR>MARCH 13, 2024 | CIVIC LEARNING WEEK WEBINAR: ACTIVE VS. ACTIVIST CITIZENSHIP >MARCH 16, 2024 | CIVIC LEADERS FELLOWSHIP GRADUATION SPEAKER: HON. PETER FELDMAN, COMMISSIONER OF THE U.S. CONSUMER PRODUCT SAFETY COMMISSION >MARCH 20, 2024 | NATIONAL SECURITY INNOVATION BASE SUMMIT FEATURED SPEAKERS: DR. KATHLEEN HICKS, U.S. DEPUTY SECRETARY OF DEFENSE SEN. JONI ERNST, U.S SENATOR (R-IA) HON. ANNE NEUBERGER, DEPUTY NATIONAL SECURITY ADVISOR FOR CYBER AND EMERGING TECHNOLOGIES HON. HEIDI SHYU, U.S. UNDERSECRETARY OF DEFENSE FOR RESEARCH AND ENGINEERING REP. ROB WITTMAN, VICE CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE SEN. TODD YOUNG, U.S. SENATOR (R-IN) REP. ADAM SMITH, CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE >APRIL 11, 2024 | "UNRAVELING THE GRAY AREA PROBLEM" BOOK LAUNCH SPEAKER: PROFESSOR LUKE GRIFFITH (AUTHOR) >APRIL 18, 2024 | NATIONAL CIVIC COLLABORATORY >MAY 2, 2024 | COLD WAR CONFERENCE IN PARTNERSHIP WITH GEORGE WASHINGTON UNIVERSITY >MAY 22 - 23, 2024 | REAGAN INSTITUTE SUMMIT ON EDUCATION >JUNE - JULY, 2024 | ACADEMY FOR CIVIC EDUCATION AND DEMOCRACY >JUNE 2024 | REAGAN INSTITUTE STRATEGY GROUP >SEPTEMBER 26 - 29 | PEACE THROUGH STRENGTH BOOTCAMPDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,379,359ExpenseAmt
Revenue$689,858RevenueAmt
Desc[CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA AND THE CENTER ON CIVILITY AND DEMOCRACY][CCD] THE CENTER ON CIVILITY AND DEMOCRACY PROMOTES SOLUTIONS THAT STRENGTHEN OUR DEMOCRACY, INCLUDING PROMOTING CIVIL DISCOURSE, FINDING COMMON GROUND, AND FOSTERING INFORMED PATRIOTISM.[CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA] A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY. ALL SPEAKERS AND PANELS ARE KNOWN AS "REAGAN FORUMS," UNLESS SPECIFIED OTHERWISE. IN ADDITION TO OUR REGULAR PROGRAMMING, IN FISCAL YEAR 2023 WE CONCLUDED OUR TIME FOR CHOOSING SPEAKER SERIES, WHICH IS A FORUM FOR LEADING VOICES TO ADDRESS CRITICAL QUESTIONS FACING THE FUTURE OF THE CONSERVATIVE MOVEMENT. FISCAL YEAR 2023 ALSO INCLUDED A REPUBLICAN CANDIDATES PRESIDENTIAL DEBATE. -- SEE SCHEDULE O FOR CONTINUATIONREAGAN FORUM PARTICIPANTS - IN-PERSON> DICK EBERSOL (TELEVISION PRODUCER); 10/3/2022> NIKKI HALEY (FORMER AMBASSADOR TO THE UNITED NATIONS): 10/14/2022> RAYMOND ARROYO (AUTHOR); 10/18/2022> GORDON SONDLAND (FORMER AMBASSADOR TO THE EUROPEAN UNION): 11/10/2022> DAVID LENGA (HOLOCAUST SURVIVOR): 11/10/2022> JOE ALEXANDER (HOLOCAUST SURVIVOR): 11/10/2022> MIKE PENCE (FORMER VICE PRESIDENT OF THE UNITED STATES); 11/17/2022> WILLIAM INBODEN (AUTHOR); 1/18/2023> TREY GOWDY (FOX NEWS AND AUTHOR); 1/31/2023> MIKE POMPEO (FORMER U.S. SECRETARY OF STATE); 2/8/2023> RON DESANTIS (GOVERNOR OF FLORIDA); 3/5/2023> DAVE MCCORMICK (AUTHOR); 3/16/2023> RAYMOND ARROYO (AUTHOR); 3/29/2023> TOVA FRIEDMAN (HOLOCAUST SURVIVOR); 4/2/2023> TSAI ING-WEN (PRESIDENT OF TAIWAN); 4/5/2023> KEVIN MCCARTHY (SPEAKER OF THE HOUSE); 4/5/2023> LARRY LOFTIS (AUTHOR); 4/12/2023> CELINA KARP BINIAZ (HOLOCAUST SURVIVOR); 6/25/2023TIME FOR CHOOSING PARTICIPANTS- IN-PERSON>ASA HUTCHINSON (GOVERNOR OF ARKANSAS); 11/30/2022>CONDOLEEZZA RICE (FORMER U.S. SECRETARY OF STATE); 3/8/2023/2022>RONNA MCDANIEL (CHAIRWOMAN OF THE RNC); 4/20/2023>GLENN YOUNGKIN (GOVERNOR OF VIRGINIA); 5/1/2023>SHELLEY MOORE CAPITO (U.S. SENATOR); 5/22/2023>FRANCIS SUAREZ (MAYOR OF MIAMI); 6/15/2023SPECIAL EVENTS IN PERSON>FOX BUSINESS REPUBLICAN PRIMARY DEBATE WITH PARTNERS REAGAN FOUNDATION, UNIVISION AND RUMBLE ON SEPTEMBER 27, 2023, THE REAGAN FOUNDATION HOSTED THE SECOND REPUBLICAN CANDIDATES DEBATE OF THE 2023-2024 ELECTION CYCLE AT THE RONALD REAGAN PRESIDENTIAL LIBRARY AND MUSEUM. SEVEN CANDIDATES TOOK THE STAGE: NORTH DAKOTA GOVERNOR DOUG BURGUM, FORMER NEW JERSEY GOVERNOR CHRIS CHRISTIE, FLORIDA GOVERNOR RON DESANTIS, FORMER AMBASSADOR TO THE UNITED NATIONS NIKKI HALEY, FORMER VICE PRESIDENT MIKE PENCE, ENTREPRENEUR VIVEK RAMASWAMY, AND SENATOR TIM SCOTT. FOX NEWS HOST DANA PERINO, FOX BUSINESS NETWORK HOST STUART VARNEY, AND UNIVISION ANCHOR ILIA CALDERON MODERATED. >AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON AUGUST 8, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF EVA'S PROMISE, WHICH TELLS THE STORY OF ANNE FRANK'S STEPSISTER, EVA SCHLOSS.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON JUNE 14, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF THE LABYRINTH: THE TESTIMONY OF MARIAN KOLODZIEJ, WHICH TELLS THE STORY OF AUSCHWITZ SURVIVOR MARIAN KOLODZIEJ, AS SHOWN THROUGH IS ART.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,379,359TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$689,858TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$27,647,023TotalProgramServiceExpensesAmt
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 ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 Mem0BusinessRlnWithFamMemInd
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 Document107IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee175EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
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 FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
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 FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
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 FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PREE KARUNARATNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8055772717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PRESIDENTIAL DRIVEAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930650600ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JOHN D HEUBUSCH
EXECUTIVE DIRECTOR40.00Yes (X)$605,000$0$78,743
ROGER ZAKHEIM
DIRECTOR OF THE REAGAN INS40.00Yes (X)$532,480$0$78,743
KEEGAN MICHELLE POWERS
CHIEF DEVELOPMENT OFFICER40.00Yes (X)$284,231$0$45,623
COCHRAN ROBERT A
DIRECTOR OF DEVELOPMENT -40.00$279,193$0$24,840Yes (X)
JERRY ZUK
CHIEF FINANCIAL OFFICER40.00$267,864$0$44,481Yes (X)
JOANNE M DRAKE
CHIEF ADMINISTRATIVE OFFIC40.00Yes (X)$237,216$0$53,167
GILLER MELISSA MICHELLE
CHIEF MARKETING OFFICER40.00Yes (X)$216,746$0$49,176
HEIST-LEVINE DUSTIN
DIRECTOR OF MAJOR GIFTS40.00$190,312$0$47,707Yes (X)
HOFF RACHEL M
POLICY DIRECTOR - WASHINGT40.00$182,369$0$18,281Yes (X)
KARUNARATNE PRIYANTHI
CHIEF FINANCIAL OFFICER40.00Yes (X)$171,475$0$34,505
PENNAY ANTHONY
CHIEF LEARNING OFFICER40.00$161,510$0$31,109Yes (X)
ROSEN KATHARINE FLETCHER
DIRECTOR OF DEVELOPMENT -40.00$156,385$0$13,027Yes (X)
JAVIER III ALMARIO D
SENIOR DATA ARCHITECT & SY40.00$155,760$0$33,361Yes (X)
TRAN JANET C
ASSOCIATE DIRECTOR OF EDUC40.00$153,871$0$24,062Yes (X)
TRULIO DAVID V
PRESIDENT AND CHIEF EXECUTIVE OFFICER40.00Yes (X)$0$0$0
FREDERICK J RYAN JR
CHAIRMAN1.00$0$0$0Yes (X)
CATHERINE G BUSCH
SECRETARY1.00$0$0$0Yes (X)
RICK J CARUSO
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL P CASTINE
TRUSTEE1.00$0$0$0Yes (X)
ELAINE L CHAO
TRUSTEE1.00$0$0$0Yes (X)
STEVE FORBES
TRUSTEE1.00$0$0$0Yes (X)
BRADFORD M FREEMAN
TRUSTEE1.00$0$0$0Yes (X)
ANDREW J LITTLEFAIR
TRUSTEE1.00$0$0$0Yes (X)
JOE LONSDALE
TRUSTEE1.00$0$0$0Yes (X)
SUSAN R MCCAW
TRUSTEE1.00$0$0$0Yes (X)
LACHLAN MURDOCH
TRUSTEE1.00$0$0$0Yes (X)
RUPERT MURDOCH
TRUSTEE1.00$0$0$0Yes (X)
PEGGY NOONAN
TRUSTEE1.00$0$0$0Yes (X)
THEODORE B OLSON
TRUSTEE1.00$0$0$0Yes (X)
GERALD L PARSKY
TRUSTEE1.00$0$0$0Yes (X)
JIM PATTISON
TRUSTEE1.00$0$0$0Yes (X)
CONDOLEEZZA RICE
TRUSTEE1.00$0$0$0Yes (X)
JOHN F W ROGERS
TRUSTEE1.00$0$0$0Yes (X)
PAUL RYAN
TRUSTEE1.00$0$0$0Yes (X)
BEN C SUTTON JR
TREASURER1.00$0$0$0Yes (X)
ROBERT H TUTTLE
TRUSTEE1.00$0$0$0Yes (X)
PETE WILSON
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,594,412TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$576,825TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
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
PRESTIGE MAINTENANCE & EVENTS
PO BOX 941723SIMI VALLEYCA93094MAINTENANCE & CONSTRUCTION$802,537
BILL CLOUTIER ELECTRIC
17446 STAGG STNORTHRIDGECA91325ELECTRICIAN$224,240
SNELL & WILMER LLP
1 EAST WASHINGTON ST SUITE 2700PHOENIXAZ85004LEGAL$215,756
CHAS FAGAN
1533 STERLING ROADCHARLOTTENC28209SCULPTOR/STATUE MAKER$202,396
TSE CONSULTING
PO BOX 2706LA JOLLACA92037CONSULTING$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
All Other Contributions$23,337,300AllOtherContributionsAmt
Noncash Contributions$24,243NoncashContributionsAmt
Total Contributions$23,337,300TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
VISITOR SERVICES900099$4,970,207$4,970,207
FOUNDATION SPECIAL EVENT FEES900099$689,858$689,858
FieldValueIRS element (for citing)
Total Program Service Revenue$5,660,065TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,760,132TotalRevenueColumnAmt
Exclusion$3,760,132ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,062,769TotalRevenueColumnAmt
Exclusion$1,062,769ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,250,073RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$556,011RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$694,062RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$694,062TotalRevenueColumnAmt
Exclusion$694,062ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,878,032SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$675,605SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,202,427SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,202,427TotalRevenueColumnAmt
Exclusion$1,202,427ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,520,471GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,199,886CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,320,585TotalRevenueColumnAmt
Related Or Exempt Func Income$1,196,886RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$123,699UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,037,340TotalRevenueColumnAmt
Related Or Exempt Func Income$6,856,951RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$123,699UnrelatedBusinessRevenueAmt
Exclusion$6,719,390ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$421,471TotalAmt
Program Services$421,471ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,533,239TotalAmt
Program Services$2,050,879ProgramServicesAmt
Management And General$408,843ManagementAndGeneralAmt
Fundraising$1,073,517FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,540,187TotalAmt
Program Services$3,560,151ProgramServicesAmt
Management And General$578,810ManagementAndGeneralAmt
Fundraising$401,226FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$570,639TotalAmt
Program Services$339,396ProgramServicesAmt
Management And General$87,947ManagementAndGeneralAmt
Fundraising$143,296FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$958,341TotalAmt
Program Services$661,913ProgramServicesAmt
Management And General$126,728ManagementAndGeneralAmt
Fundraising$169,700FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$600,380TotalAmt
Program Services$437,824ProgramServicesAmt
Management And General$52,293ManagementAndGeneralAmt
Fundraising$110,263FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$435,721TotalAmt
Management And General$435,721ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,897TotalAmt
Management And General$84,897ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$88,688TotalAmt
Fundraising$88,688FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,205,103TotalAmt
Program Services$1,062,025ProgramServicesAmt
Management And General$112,370ManagementAndGeneralAmt
Fundraising$30,708FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,398,690TotalAmt
Program Services$1,306,434ProgramServicesAmt
Management And General$90,000ManagementAndGeneralAmt
Fundraising$2,256FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,267TotalAmt
Program Services$13,407ProgramServicesAmt
Management And General$10,226ManagementAndGeneralAmt
Fundraising$1,634FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$312,731TotalAmt
Program Services$3,552ProgramServicesAmt
Management And General$309,179ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,966,463TotalAmt
Program Services$2,883,000ProgramServicesAmt
Management And General$64,871ManagementAndGeneralAmt
Fundraising$18,592FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$765,499TotalAmt
Program Services$455,703ProgramServicesAmt
Management And General$46,944ManagementAndGeneralAmt
Fundraising$262,852FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,765TotalAmt
Program Services$32,765ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$606,600TotalAmt
Management And General$606,600ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,936,621TotalAmt
Program Services$4,888,787ProgramServicesAmt
Management And General$43,223ManagementAndGeneralAmt
Fundraising$4,611FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$868,058TotalAmt
Program Services$761,941ProgramServicesAmt
Management And General$106,117ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EVENT EXPENSES$3,719,507$3,497,871$2,587$219,049
FOUNDATION EXHIBITS$2,215,598$2,215,598
CONTRACTED SERVICES$1,614,951$1,087,767$386,491$140,693
PRINTING & PUBLICATIONS$429,302$406,690$22,612

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,818,868TotalAmt
Program Services$1,559,849ProgramServicesAmt
Management And General$990,480ManagementAndGeneralAmt
Fundraising$1,268,539FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,149,586TotalAmt
Program Services$27,647,023ProgramServicesAmt
Management And General$4,544,327ManagementAndGeneralAmt
Fundraising$3,958,236FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,653,661BOYAmt
EOY$12,601,863EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$58,189,911BOYAmt
EOY$38,159,962EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$583,615BOYAmt
EOY$869,689EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$834,953BOYAmt
EOY$968,514EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,218,553BOYAmt
EOY$1,157,747EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$176,509,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,344,325LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$92,494,199BOYAmt
EOY$89,165,117EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$218,556,837BOYAmt
EOY$261,017,563EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,998,946BOYAmt
EOY$7,982,472EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$386,530,675BOYAmt
EOY$411,922,927EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,647,097BOYAmt
EOY$4,509,642EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,338,486BOYAmt
EOY$9,585,278EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,050,394BOYAmt
EOY$9,045,419EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$818,932BOYAmt
EOY$3,827,092EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,854,909BOYAmt
EOY$26,967,431EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$186,065,469BOYAmt
EOY$191,785,746EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$181,610,297BOYAmt
EOY$193,169,750EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$367,675,766BOYAmt
EOY$384,955,496EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$386,530,675BOYAmt
EOY$411,922,927EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$887,754ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$16,391,969NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7OtherChangesInNetAssetsAmt
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$19,333,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,303,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,717,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,747,128CurrentTaxYearMinus1YearAmt
Current Tax Year$23,337,300CurrentTaxYearAmt
Total$99,438,419TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,333,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,303,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,717,222CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,747,128CurrentTaxYearMinus1YearAmt
Current Tax Year$23,337,300CurrentTaxYearAmt
Total$99,438,419TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,808,257SubstantialContributorsTotAmt
Public Support Total170$97,630,162PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,609,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,280,432CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,106,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,047,186CurrentTaxYearMinus1YearAmt
Current Tax Year$6,072,974CurrentTaxYearAmt
Total$24,116,413TotalAmt
FieldValueIRS element (for citing)
Total Support$123,554,832TotalSupportAmt
Gross Receipts Rltd Activities$31,799,389GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79020PublicSupportCY170Pct
Public Support PY1700.74070PublicSupportPY170Pct
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

FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$238,497,927BeginningYearBalanceAmt
Contributions$21,050,000ContributionsAmt
Investment Earnings Or Losses$20,687,231InvestmentEarningsOrLossesAmt
Other Expenditures$21,579,563OtherExpendituresAmt
End Year Balance$258,655,595EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$267,125,902BeginningYearBalanceAmt
Contributions$4,101,867ContributionsAmt
Investment Earnings Or Losses-$31,000,502InvestmentEarningsOrLossesAmt
Other Expenditures$1,729,340OtherExpendituresAmt
End Year Balance$238,497,927EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$225,647,926BeginningYearBalanceAmt
Contributions$793,529ContributionsAmt
Investment Earnings Or Losses$42,127,801InvestmentEarningsOrLossesAmt
Other Expenditures$1,443,354OtherExpendituresAmt
End Year Balance$267,125,902EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$222,190,607BeginningYearBalanceAmt
Investment Earnings Or Losses$5,159,766InvestmentEarningsOrLossesAmt
Other Expenditures$1,702,447OtherExpendituresAmt
End Year Balance$225,647,926EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$211,394,903BeginningYearBalanceAmt
Contributions$4,199,730ContributionsAmt
Investment Earnings Or Losses$8,002,907InvestmentEarningsOrLossesAmt
Other Expenditures$1,406,933OtherExpendituresAmt
End Year Balance$222,190,607EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,227,916OtherCostOrOtherBasisAmt
Book Value$24,227,916BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,389,620OtherCostOrOtherBasisAmt
Depreciation$58,139,273DepreciationAmt
Book Value$58,250,347BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,642,778OtherCostOrOtherBasisAmt
Depreciation$29,205,052DepreciationAmt
Book Value$6,437,726BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$249,128OtherCostOrOtherBasisAmt
Book Value$249,128BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$89,165,117TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY SECURITIES$50,404,918F
EQUITY MUTUAL FUNDS$96,253,315F
TRUST FUNDS HELD BY OTHERS$377,129F
FIXED INCOME MUTUAL FUNDS$113,982,201F
FieldValueIRS element (for citing)
Total Book Value Securities$261,017,563TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FINANCED LEASE LIABLITY$584,074
OPERATING LEASE LIABILITY$3,243,018
FieldValueIRS element (for citing)
Total Liability$3,827,092TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$54,698,539TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$16,391,969NetUnrealizedGainsInvstAmt
Other Revenue$1,269,230OtherRevenueAmt
Revenue Not Reported$17,661,199RevenueNotReportedAmt
Revenue Subtotal$37,037,340RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,037,340TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,418,809TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,269,231OtherExpensesIncludedAmt
Expenses Not Reported$1,269,231ExpensesNotReportedAmt
Expenses Subtotal$36,149,578ExpensesSubtotalAmt
Other Expenses Not Included$8OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$8ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$36,149,586TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE CAMPUS, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. IN FEBRUARY 2016 THE FOUNDATION ASSUMED RESPONSIBILITY FOR VISITOR SERVICES AND OPERATES THE ADMISSIONS AREA OF THE MUSEUM. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $363,316 AND $68,657 AT SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD NETTED AGAINST REVENUE 1,199,886. RENTAL EXPENSES NETTED AGAINST REVENUE 556,011. PROVISION FOR DOUBTFUL PLEDGES -486,667.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD NETTED AGAINST REVENUE 1,199,886. RENTAL EXPENSES NETTED AGAINST REVENUE 556,011. PROVISION FOR DOUBTFUL PLEDGES -486,666.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ROUNDING 8.

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
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
GABRIEL GROUP
3190 RIDER TRAIL SOUTHEARTH CITYMO63045DIRECT MAIL CONSULTING0$1,115,025$890,597$224,428
DIRECT MAIL PROCESSORS
1150 CONRAD CTHAGERSTOWNMD21740DIRECT MAIL PROCESSING0$0$44,875-$44,875
FieldValueIRS element (for citing)
Total Gross Receipts$1,115,025TotalGrossReceiptsAmt
Total Retained By Contractors$935,472TotalRetainedByContractorsAmt
Total Net To Organization$179,553TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesDCLicensedStatesCd

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPSGrantTypeTxt
Recipient56RecipientCnt
Cash Grant$421,471CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 (14 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
JOHN D HEUBUSCH
EXECUTIVE DIRECTOR$455,000$0$150,000$0$0$0$46,958$0$31,785$0$683,743$0$0$0
ROGER ZAKHEIM
DIRECTOR OF THE REAGAN INS$432,480$0$100,000$0$0$0$46,958$0$31,785$0$611,223$0$0$0
KEEGAN MICHELLE POWERS
CHIEF DEVELOPMENT OFFICER$259,231$0$25,000$0$0$0$23,604$0$22,019$0$329,854$0$0$0
COCHRAN ROBERT A
DIRECTOR OF DEVELOPMENT -$243,493$0$35,700$0$0$0$21,816$0$3,024$0$304,033$0$0$0
JERRY ZUK
CHIEF FINANCIAL OFFICER$247,864$0$20,000$0$0$0$22,462$0$22,019$0$312,345$0$0$0
JOANNE M DRAKE
CHIEF ADMINISTRATIVE OFFIC$227,216$0$10,000$0$0$0$20,591$0$32,576$0$290,383$0$0$0
GILLER MELISSA MICHELLE
CHIEF MARKETING OFFICER$196,746$0$20,000$0$0$0$17,467$0$31,709$0$265,922$0$0$0
HEIST-LEVINE DUSTIN
DIRECTOR OF MAJOR GIFTS$176,312$0$14,000$0$0$0$16,051$0$31,656$0$238,019$0$0$0
HOFF RACHEL M
POLICY DIRECTOR - WASHINGT$168,369$0$14,000$0$0$0$16,042$0$2,239$0$200,650$0$0$0
KARUNARATNE PRIYANTHI
CHIEF FINANCIAL OFFICER$161,475$0$10,000$0$0$0$14,459$0$20,046$0$205,980$0$0$0
PENNAY ANTHONY
CHIEF LEARNING OFFICER$161,510$0$0$0$0$0$16,151$0$14,958$0$192,619$0$0$0
ROSEN KATHARINE FLETCHER
DIRECTOR OF DEVELOPMENT -$151,385$0$5,000$0$0$0$1,767$0$11,260$0$169,412$0$0$0
JAVIER III ALMARIO D
SENIOR DATA ARCHITECT & SY$147,760$0$8,000$0$0$0$13,390$0$19,971$0$189,121$0$0$0
TRAN JANET C
ASSOCIATE DIRECTOR OF EDUC$142,671$0$11,200$0$0$0$12,833$0$11,229$0$177,933$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution238ContributionCnt
Noncash Contributions Rpt F990$24,243NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1WE ARE FUNDED PRIMARILY THROUGH PRIVATE GIFTS AND DONATIONS, AND WE HONOR THE LIFE OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED PRESIDENTS IN AMERICAN HISTORY. FOR THE FISCAL YEAR, 287,036 VISITORS TOURED THROUGH THE REAGAN LIBRARY (A 29% INCREASE), OF WHICH 25,851 WERE STUDENT GROUPS (A 219% INCREASE). ANOTHER 37,281 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT (A 27% INCREASE). JUST OVER 2,000 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. (A 187% INCREASE). OVER 115,000 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2023, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION).
DECEMBER 1, 2022 | REAGAN NATIONAL DEFENSE SURVEY:>THE REAGAN NATIONAL DEFENSE SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF DEFENSE, FOREIGN POLICY, AND NATIONAL SECURITY MATTERS. DECEMBER 2-3, 2022 | REAGAN NATIONAL DEFENSE FORUM: >THE ANNUAL CONVENING BRINGS TOGETHER LEADERS FROM ACROSS THE POLITICAL SPECTRUM AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY, INCLUDING MEMBERS OF CONGRESS, CURRENT AND FORMER ADMINISTRATION OFFICIALS, SENIOR CIVILIAN AND UNIFORMED MILITARY LEADERSHIP, INDUSTRY EXECUTIVES, TECHNOLOGY INNOVATORS, AND THOUGHT LEADERS. THEIR MISSION IS TO REVIEW AND ASSESS POLICIES THAT STRENGTHEN AMERICA'S NATIONAL DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT. RNDF OFFERS THE DEFENSE COMMUNITY A CHANCE TO COME TOGETHER TO DISCUSS AND DEBATE HOW THE UNITED STATES CAN LEAD THE WORLD IN AN ERA OF INCREASINGLY COMPLEX CHALLENGES AND OPPORTUNITIES. FEATURED SPEAKERS INCLUDED THE HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND THE HON. AVRIL HAINES, U.S. DIRECTOR OF NATIONAL INTELLIGENCE. FEBRUARY 1, 2023 | DISSENT AND PERSECUTION IN RUSSIA: >FROM FATHER EDELSTEIN TO VLADIMIR KARA-MURZA WITH SPEAKERS EVGENIA KARA-MURZA, ADVOCACY COORDINATOR, FREE RUSSIA FOUNDATION; NATALIA ARNO, PRESIDENT AND FOUNDER, FREE RUSSIA FOUNDATION; AMB. ANDREW BREMBERG, PRESIDENT, VICTIMS OF COMMUNISM MEMORIAL FOUNDATION; AND JAMIE FLY, PRESIDENT AND CEO, RADIO FREE EUROPE/RADIO LIBERTY FEBRUARY 21, 2023 | SCHOLARLY INITIATIVES ROUNDTABLE: GEORGE SHULTZ - IN THE NATION'S SERVICE WITH PHILIP TAUBMAN MARCH 13, 2023 | NATIONAL SECURITY INNOVATION BASE SUMMIT AND REPORT CARD: >THE FIRST ANNUAL NATIONAL SECURITY INNOVATION BASE SUMMIT TOOK PLACE ON MARCH 13-14, 2023. AT THE SUMMIT, THE INSTITUTE LAUNCHED ITS INAUGURAL NATIONAL SECURITY INNOVATION BASE REPORT CARD A FIRST-OF-ITS-KIND ASSESSMENT TO MEASURE THE HEALTH, RESILIENCE, AND EFFECTIVENESS OF AMERICA'S INNOVATION BASE AND MAKE POLICY RECOMMENDATIONS. DISTINGUISHED SPEAKERS INCLUDED THE HON. WILLIAM LAPLANTE, UNDER SECRETARY DEFENSE FOR ACQUISITION AND SUSTAINMENT, THE HON. DOUG BUSH, ASSISTANT SECRETARY OF THE ARMY FOR ACQUISITION, LOGISTICS, AND TECHNOLOGY, SENATOR MIKE ROUNDS, SOUTH DAKOTA, AND THE HON. ERIC FANNING, PRESIDENT AND CEO OF THE AEROSPACE INDUSTRIES ASSOCIATION. MARCH 29, 2023 | WHITE HOUSE SUMMIT FOR DEMOCRACY RECEPTION WITH KEYNOTE SPEAKER MR. JON FINER, DEPUTY NATIONAL SECURITY ADVISOR. MAY 20 - 21, 2023 | REAGAN JACKSON SECURITY DIALOGUE: >THE REAGAN JACKSON SECURITY DIALOGUE, WHICH WAS RUN IN PARTNERSHIP WITH THE HENRY JACKSON SOCIETY AND TOOK PLACE IN CAMBRIDGE, UK, BROUGHT TOGETHER A BIPARTISAN CONGRESSIONAL DELEGATION AS WELL AS MEMBERS OF PARLIAMENT AND KEY STAKEHOLDERS FROM BOTH THE US AND UK NATIONAL SECURITY COMMUNITIES. DISCUSSIONS FOCUSED ON POLICIES TO STRENGTHEN ALLIED DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT, INCLUDING THE NATIONAL SECURITY CHALLENGES POSED BY CHINA AND RUSSIA, AND EXPLORED OPPORTUNITIES FOR DEEPER TRANSATLANTIC COOPERATION. MAY 24 - 25 | REAGAN INSTITUTE SUMMIT ON EDUCATION: >THE REAGAN INSTITUTE SUMMIT ON EDUCATION, OR RISE, IS A BIPARTISAN CONVENING THAT EXAMINES THE HEALTH OF THE AMERICAN EDUCATION SYSTEM. EACH YEAR, RISE BRINGS TOGETHER HUNDREDS OF LEADERS AND KEY STAKEHOLDERS IN EDUCATION INCLUDING MEMBERS OF CONGRESS, GOVERNORS, CABINET SECRETARIES, HIGHER EDUCATION ADMINISTRATORS, AND LEADERS FROM THE DEPARTMENT OF EDUCATION AND INDUSTRY TO EXAMINE THE CHALLENGES AND FORTIFY THE STRENGTHS OF THE U.S. EDUCATION SYSTEM. THE 2023 SUMMIT FEATURED DISTINGUISHED SPEAKERS INCLUDING DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES, THE HON. ASA HUTCHINSON, FORMER GOVERNOR OF ARKANSAS, THE HON. WES MOORE, GOVERNOR OF MARYLAND, AND THE HON. JAMES KVAAL, U.S. UNDER SECRETARY OF EDUCATION. JUNE 14, 2023 | A VOICE IN THEIR OWN DESTINY BOOK LAUNCH WITH DR. ANTHONY EAMES (AUTHOR). JUNE 25, 2023 | REAGAN INSTITUTE SUMMER SURVEY: >THE REAGAN INSTITUTE SUMMER SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF FOREIGN POLICY AND NATIONAL SECURITY MATTERS. FEBRUARY AND JULY, 2023 | REAGAN INSTITUTE STRATEGY GROUP: >THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES TWICE EACH YEAR GATHERING LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP AND PROMOTE U.S. FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP CONVENES BI-ANNUALLY IN THE WINTER AND SUMMER FEATURING DISCUSSIONS WITH A VARIETY OF NATIONAL SECURITY EXPERTS LIKE FORMER VICE PRESIDENT MIKE PENCE, FORMER NATIONAL SECURITY ADVISOR ROBERT O'BRIEN, FORMER NATIONAL SECURITY ADVISOR JOHN BOLTON, FORMER GOVERNOR CHRIS CHRISTIE, SENATOR LINDSEY GRAHAM, REPRESENTATIVE MIKE TURNER, AND REPRESENTATIVE MICHAEL MCCAUL. JUNE - JULY, 2023 | LEADERSHIP AND THE AMERICAN PRESIDENCY: >THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC, IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, THE AMERICAN PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. FEATURED SPEAKERS INCLUDED: REP. MARK GREEN, TN-07, REP. HALEY STEVENS, MI-11, AMB. KRISTEN SILVERBERG, AND GOV. LARRY HOGAN. JULY 12, 2023 | ACROSS THE AISLE SPEAKER SERIES: >PRESIDENT REAGAN AND SPEAKER OF THE HOUSE THOMAS "TIP" O'NEILL REPEATEDLY REACHED ACROSS THE AISLE, DESPITE FIERCE IDEOLOGICAL AND POLITICAL DIFFERENCES, TO ENGAGE IN BIPARTISAN NEGOTIATION FOR THE BETTERMENT OF THE COUNTRY. IN HIS FEBRUARY 1981 ADDRESS TO CONGRESS, PRESIDENT REAGAN TOLD FELLOW LAWMAKERS THAT THE AMERICAN PEOPLE "DON'T DEMAND MIRACLES" BUT THEY DO "EXPECT US TO ACT. LET US ACT TOGETHER." WE HOPE TO INVOKE THIS LEGACY WITH TODAY'S LEADERS AS WE WORK TOWARDS STRENGTHENING OUR DEMOCRACY AND DISCOURSE. SPEAKERS INCLUDED REPRESENTATIVES MARK GREEN (R-TN) AND HALEY STEVENS (D-MI). AUGUST 3-5, 2023 | AGE OF REAGAN CONFERENCE >THE AGE OF REAGAN CONFERENCE IS THE SIGNATURE SCHOLARLY CONVENING OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE. IT CONNECTS SCHOLARS TO NEW RESEARCH OPPORTUNITIES AND FOSTERS A COMMUNITY OF EXPERTS WORKING ON ISSUES RELATED TO RONALD REAGAN'S LIFE, LEGACY AND PRESIDENCY. SPEAKERS INCLUDED PROF. STEVEN HAYWARD, UNIVERSITY OF CALIFORNIA, BERKELEY, PROF. BETH FISCHER, UNIVERSITY OF TORONTO, PROF. WILLIAM INBODEN, UNIVERSITY OF FLORIDA, FMR. U.S. REP. HAL DAUB, FMR. U.S. REP. DAVID DREIER, AND FMR. U.S. SEN. PHIL GRAMM. SEPTEMBER 7, 2023 | THE FIGHT FOR FREEDOM: >JIMMY LAI AND DEMOCRACY IN HONG KONG WITH SPEAKERS SEBASTIAN LAI, SON OF JIMMY LAI AND LEADER OF THE CAMPAIGN TO SECURE HIS FATHER'S FREEDOM, SUNNY CHEUNG, VISITING FELLOW, SNF AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY, DR. MARK CLIFFORD, PRESIDENT, COMMITTEE FOR FREEDOM IN HONG KONG FOUNDATION, CAOILFHIONN GALLAGHER KC, HUMAN RIGHTS LAWYER SERVING AS INTERNATIONAL COUNSEL FOR JIMMY AND SEBASTIEN LAI, AND JAY NORDLINGER, SENIOR EDITOR, NATIONAL REVIEW. SEPTEMBER 20, 2023 | ALGORITHMS FOR OUR ARSENAL: >ARTIFICIAL INTELLIGENCE AND THE NATIONAL DEFENSE STRATEGY. SPEAKERS INCLUDED DR. MARA KARLIN, PERFORMING THE DUTIES OF DEPUTY UNDER SECRETARY OF DEFENSE FOR POLICY; DAVID SPIRK, SENIOR DEFENSE COUNSELOR, PALANTIR TECHNOLOGIES; REP, MIKE WALTZ (R-FL); AND JOSH ROGIN, COLUMNIST, THE WASHINGTON POST. CIVIC LEADERS FELLOWSHIP: >THIS YEAR, THE REAGAN INSTITUTE LAUNCHED ITS CIVIC LEADERS FELLOWSHIP (CLF), A SIX-MONTH LEADERSHIP AND PROFESSIONAL DEVELOPMENT PROGRAM DESIGNED TO ELEVATE STUDENT SUCCESS IN CIVIC AND PROFESSIONAL LIFE. THE FELLOWSHIP UTILIZES A COMBINATION OF HYBRID AND PLACE-BASED LEARNING AT BOTH THE REAGAN LIBRARY IN CALIFORNIA AND THE REAGAN INSTITUTE IN WASHINGTON, DC. THROUGH THE CIVIC LEADERS FELLOWSHIP, UNDERGRADUATE STUDENTS GROW AS YOUNG PROFESSIONALS AND LEADERS, READY TO TAKE ON THE NEXT STAGE OF LIFE. FEATURED SPEAKERS INCLUDED AMBASSADOR SUSAN MCCAW; DENISE FORTE, CEO, THE EDUCATION TRUST; AND ANNE TSAI BENNETT, CHIEF OF STAFF, NATIONAL ENDOWMENT FOR DEMOCRACY.
SEPTEMBER 28 - OCTOBER 1, 2023 | PEACE THROUGH STRENGTH BOOT CAMP:>THE PEACE THROUGH STRENGTH BOOT CAMP IS AN INTENSIVE FOUR-DAY PROGRAM IN WASHINGTON, D.C., RUN IN PARTNERSHIP WITH THE ALEXANDER HAMILTON SOCIETY. THE PROGRAM AIMS TO EDUCATE A COHORT OF AROUND 20 ADVANCED UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, AND RECENT GRADUATES EACH YEAR ABOUT THE VOCABULARY, THEORY, PRACTICE, AND ORGANIZATION OF U.S. DEFENSE POLICY. BOOT CAMP STUDENTS ALSO ATTEND RNDF THE YEAR OF THEIR PROGRAM. FEATURED SPEAKERS INCLUDED THE HON. GINA HASPEL, FORMER DIRECTOR, CENTRAL INTELLIGENCE AGENCY; THE HON. MAC THORNBERRY, FORMER CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE; AND MR. ERIC CHEWNING, FORMER CHIEF OF STAFF, SECRETARY OF DEFENSE. REAGAN POSTDOCTORAL VISITING SCHOLARS PROGRAM: THIS PROGRAM PROVIDES A GENEROUS STIPEND TO TWO RECENTLY GRADUATED PH.D. CANDIDATES TO CONVERT THEIR REAGAN-RELATED DISSERTATIONS INTO BOOK MANUSCRIPTS. THE 2023-2024 VISITING SCHOLARS ARE DR. CHRISTIAN RUTH AND DR. SAMUEL BEROUD. REAGANISM PODCAST: A PODCAST FEATURING CONVERSATIONS DEDICATED TO EXPLORING WHERE THE REAGAN MOVEMENT LIVES TODAY. THE SHOW HAS TWO GOALS: UNDERSTAND THE FOUNDATIONS OF THE POLITICAL PHILOSOPHY THAT POWERED THE REAGAN REVOLUTION AND HOST DISCUSSIONS ABOUT CONTEMPORARY ISSUES THROUGH THE LENS OF PRESIDENT REAGAN. GUESTS HAVE INCLUDED: >SENATOR TOM COTTON (R-AR) >DR. DAVID MCCORMICK, CANDIDATE FOR US SENATE IN PENNSYLVANIA >FORMER CHAIRMAN OF THE HOUSE PERMANENT SELECT COMMITTEE ON INTELLIGENCE, CONGRESSMAN MIKE ROGERS (RET.) >FORMER NATIONAL SECURITY ADVISOR TO PRESIDENT GEORGE BUSH, STEPHEN HADLEY >UKRAINIAN AMBASSADOR TO THE UNITED STATES OKSANA MARKAROVA
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTED TO A 6 YEAR TERM.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15> FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, SELECT TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. STAFF COMPENSATION AND PROPOSED CHANGES ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065
FORM 990, PART IX, LINE 24EDIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 401,414. TOTAL EXPENSES 401,414. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 358,071. TOTAL EXPENSES 358,071. SOFTWARE LICENSES AND MAINT (INC SALES FORCE): PROGRAM SERVICE EXPENSES 65,804. MANAGEMENT AND GENERAL EXPENSES 263,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,303. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 258,730. MANAGEMENT AND GENERAL EXPENSES 60,958. FUNDRAISING EXPENSES 1,439. TOTAL EXPENSES 321,127. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 208,836. MANAGEMENT AND GENERAL EXPENSES 1,166. FUNDRAISING EXPENSES 85,285. TOTAL EXPENSES 295,287. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 263,210. FUNDRAISING EXPENSES 7. TOTAL EXPENSES 263,317. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 236,891. TOTAL EXPENSES 236,891. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 219,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,000. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 121,970. MANAGEMENT AND GENERAL EXPENSES 28,328. FUNDRAISING EXPENSES 24,114. TOTAL EXPENSES 174,412. WEB SERVICES: PROGRAM SERVICE EXPENSES 48,049. MANAGEMENT AND GENERAL EXPENSES 116,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,309. OTHER COSTS: PROGRAM SERVICE EXPENSES 121,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 37,069. TOTAL EXPENSES 159,029. TAXES & FEES: PROGRAM SERVICE EXPENSES 25,949. MANAGEMENT AND GENERAL EXPENSES 99,587. FUNDRAISING EXPENSES 9,478. TOTAL EXPENSES 135,014. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 83,443. MANAGEMENT AND GENERAL EXPENSES 6,653. FUNDRAISING EXPENSES 30,957. TOTAL EXPENSES 121,053. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 49,698. MANAGEMENT AND GENERAL EXPENSES 4,678. FUNDRAISING EXPENSES 47,062. TOTAL EXPENSES 101,438. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 44,771. MANAGEMENT AND GENERAL EXPENSES 50,574. FUNDRAISING EXPENSES 410. TOTAL EXPENSES 95,755. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 70,420. MANAGEMENT AND GENERAL EXPENSES 12,953. FUNDRAISING EXPENSES 7,076. TOTAL EXPENSES 90,449. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 54,141. MANAGEMENT AND GENERAL EXPENSES 21,339. FUNDRAISING EXPENSES 9,885. TOTAL EXPENSES 85,365. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 58,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,612. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 13,793. MANAGEMENT AND GENERAL EXPENSES 28,504. FUNDRAISING EXPENSES 4,771. TOTAL EXPENSES 47,068. OUTSIDE SERVICE AND FEES: PROGRAM SERVICE EXPENSES 37,865. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,865. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 33,076. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 707. TOTAL EXPENSES 33,783. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 340. MANAGEMENT AND GENERAL EXPENSES 32,572. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,912. SPEAKER FEES: PROGRAM SERVICE EXPENSES 14,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,890. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 13,795. MANAGEMENT AND GENERAL EXPENSES 199. FUNDRAISING EXPENSES 598. TOTAL EXPENSES 14,592. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,236. TOTAL EXPENSES 13,236. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 11,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,850. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 2,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 69. TOTAL EXPENSES 2,826.
FORM 990, PART XI, LINE 9:ROUNDING 7.