RODALE INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RODALE INSTITUTE (EIN 23-7206884)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-04
- IRS object ID
- 202442489349300424
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-04T10:50:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237206884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODA | BusinessNameControlTxt |
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF TKACH | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6106831400 | PhoneNum |
| Signature | 2024-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM WATSON | PreparerPersonNm |
| PTIN | P01367206 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2024-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF TKACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,570,697 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RODALEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 134 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,228,484 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,800,371 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $733,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,236,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $530,246 | PYOtherRevenueAmt |
| CY Other Revenue | $558,512 | CYOtherRevenueAmt |
| PY Total Revenue | $15,491,796 | PYTotalRevenueAmt |
| CY Total Revenue | $18,595,090 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,493,603 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,587,997 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,736,179 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $130,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $162,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,361,771 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,506,116 | PYOtherExpensesAmt |
| CY Other Expenses | $5,316,681 | CYOtherExpensesAmt |
| PY Total Expenses | $11,224,113 | PYTotalExpensesAmt |
| CY Total Expenses | $14,708,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,267,683 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,886,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,426,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,361,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,348,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,536,649 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,077,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,824,414 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RODALE INSTITUTE IS A 501(C)(3) NONPROFIT DEDICATED TO ADVANCING REGENERATIVE ORGANIC AGRICULTURE THROUGH RESEARCH, EDUCATION AND OUTREACH. FOR OVER SEVENTY YEARS, RODALE INSTITUTE HAS BEEN RESEARCHING BEST PRACTICES [CONT. ON SCHED. O.]FOR MANAGING PESTS AND DISEASES IN ORGANIC AGRICULTURE WHILE PROVIDING NUTRITIOUS FOOD AND ADAPTING TO AND MITIGATING CLIMATE CHANGE. OUR FINDINGS, SHARED WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATE FOR POLICIES THAT SUPPORT FARMERS AND EDUCATE CONSUMERS ABOUT HOW ORGANIC IS THE HEALTHIEST OPTION. THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELLBEING OF PEOPLE AND THE PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,638,396 | ExpenseAmt |
| Grant | $1,493,603 | GrantAmt |
| Revenue | $302,934 | RevenueAmt |
| Desc | RODALE INSTITUTE (THE "INSTITUTE"), LOCATED IN KUTZTOWN, PENNSYLVANIA, IS AN INNOVATIVE 501(C)(3) NONPROFIT, LOCATED IN KUTZTOWN, PA, DEDICATED TO ADVANCING REGENERATIVE AGRICULTURE THROUGH RIGOROUS INDEPENDENT RESEARCH, DIRECT FARMER SUPPORT INITIATIVES, CONSUMER EDUCATION, AND WORKFORCE TRAINING PROGRAMS. WIDELY RECOGNIZED AS THE BIRTHPLACE OF THE ORGANIC MOVEMENT IN THE US, TODAY RODALE INSTITUTE IS RECOGNIZED AS A PRESTIGIOUS AGRICULTURAL RESEARCH AND EDUCATION NONPROFIT, AND A TRUSTED PARTNER OF FARMERS, CORPORATIONS, AND STATE AND FEDERAL GOVERNMENTS AND AGENCIES, PROMOTING AND ADVANCING REGENERATIVE ORGANIC AGRICULTURE FOR OVER 70 YEARS. [CONT. ON SCH O.] THE WORK OF THE RODALE INSTITUTE, SINCE ITS START IN 1947, IS GROUNDED IN THE PRINCIPLE THAT HEALING PEOPLE AND THE PLANET BEGINS WITH HEALTHY SOIL. AS THE GLOBAL LEADER IN REGENERATIVE ORGANIC AGRICULTURE, OUR MISSION IS TO ADVANCE GROUNDBREAKING RESEARCH AND BEST-IN-CLASS EDUCATION THAT ENABLES FARMS AND FARMERS TO TRANSITION TO REGENERATIVE ORGANIC AGRICULTURAL PRACTICES, THEREBY IMPROVING THE HEALTH OF THE WORLD'S SOIL AND SECURING THE GLOBAL FOOD SUPPLY. RODALE INSTITUTE IS WHERE OPTIMISM MEETS SCIENCE. THE SCIENCE IS CLEAR: HEALTHY SOIL MEANS HEALTHY FOOD AND HEALTHY PEOPLE. IN ADDITION, HEALTHY SOIL IS THE SINGLE LARGEST CATALYST TO HELP HEAL THE PLANET.THE WORLD IS AT A CRITICAL INFLECTION POINT. THE RISE IN ENVIRONMENTAL POLLUTION AND CHRONIC DISEASES, INCREASED FREQUENCY OF EXTREME WEATHER EVENTS, AND A CHANGING CLIMATE REQUIRE US TO RECKON WITH HOW WE FEED THE WORLD. AS WE ENTER OUR 75TH YEAR, WE ARE COMMITTED TO PROVIDING THE RESEARCH, CONSULTING, AND EDUCATION NECESSARY TO CATALYZE CHANGE IN OUR FOOD, AGRICULTURE, AND HEALTHCARE SYSTEMS. GUIDED BY OUR FIVE-YEAR STRATEGY, ROOTED IN FOUR KEY AREAS: GROWTH, INFRASTRUCTURE, PEOPLE (INTERNAL), AND PEOPLE (EXTERNAL); RODALE INSTITUTE INFLUENCES A BROAD SWATH OF THE AGRICULTURAL INDUSTRY AND IS DEDICATED TO HELPING FARMERS THRIVE! THE RESEARCH, EDUCATION, AND CONSULTING CONDUCTED AT THE RODALE INSTITUTE IS THE CATALYST FOR CHANGE IN ALL AREAS OF FOOD AND FIBER PRODUCTION ACROSS THE COUNTRY AND AROUND THE WORLD.RODALE INSTITUTE IS COMMITTED TO CONDUCTING RIGOROUS RESEARCH DESIGNED TO UNCOVER THE MOST EFFECTIVE, EFFICIENT APPROACHES THAT WILL ENHANCE THE MANAGEMENT OF REGENERATIVE ORGANIC AGROECOSYSTEMS. SHARED WITH FARMERS AND CONSUMERS WORLDWIDE, OUR RESEARCH ACTS AS A CATALYST FOR CHANGE IN FOOD SYSTEMS AROUND THE GLOBE. THROUGH LONG-TERM COMPARISON TRIALS BETWEEN ORGANIC AND CONVENTIONAL SYSTEMS CONDUCTED SIDE BY SIDE, ALONG WITH VARIOUS SHORT-TERM PROJECTS ACROSS DIFFERENT CLIMATE ZONES IN PENNSYLVANIA, WE SUPPORT A WIDE RANGE OF GROWERS IN OVERCOMING FIELD CHALLENGES WHILE ADDRESSING ECOSYSTEM HEALTH AND HUMAN CONCERNS. RODALE INSTITUTE HAS THREE MAIN AREAS OF FOCUS THAT GUIDE THE RESEARCH THAT WE DO:-BOLSTER ORGANIC AGRICULTURE BY DEVELOPING INTEGRATED PESTS, DISEASES AND WEED MANAGEMENT TECHNIQUES AS ALTERNATIVES FOR CHEMICAL APPLICATIONS AND FACILITATE THE TRANSITION TO ORGANIC.-ASSIST GROWERS IN ENHANCING THE RESILIENCY OF AGRICULTURAL ECOSYSTEMS TO WITHSTAND EXTREME WEATHER EVENTS EXACERBATED BY CLIMATE CHANGE.-HELP SOLVE FOOD INSECURITY BY PROVIDING RESEARCH AROUND GROWING NUTRIENT-DENSE FOODS.THE INSTITUTE'S 350+-ACRE ORGANIC FARM AND RESEARCH FACILITY SERVES AS A LIVING LABORATORY, AN EDUCATIONAL CAMPUS AND A GATHERING PLACE FOR THE COMMUNITY. THE FARM IS THE SITE OF MANY OF THE INSTITUTE'S RESEARCH PROJECTS; FARMING SYSTEMS TRIAL ("FST"), THE LONGEST-RUNNING, SIDE-BY-SIDE COMPARISON OF CONVENTIONAL AND ORGANIC GRAIN SYSTEMS, VEGETABLE SYSTEMS TRIAL ("VST") A LONG-TERM FOOD NUTRITION EXPERIMENT, SOIL HEALTH AND HEMP PROJECT AND MANY MORE. AS AN EXAMPLE OF RODALE INSTITUTE'S RESEARCH INFLUENCE, DATA FROM FST HAS SHOWN THAT ORGANIC SYSTEMS CAN OUTPERFORM CONVENTIONAL PRODUCTION IN TIMES OF DROUGHT AND HAS COMPARABLE YIELDS WITH CONVENTIONAL UNDER GOOD CONDITIONS.EDUCATION IS CRITICAL TO THE MISSION OF RODALE INSTITUTE. THE WORLD NEEDS MORE REGENERATIVE ORGANIC FARMERS. 95 MILLION ACRES OF FARMLAND ARE POISED TO CHANGE HANDS IN THE NEXT DECADE. IN THE UNITED STATES, ORGANIC SALES HAVE TOPPED $62 BILLION ANNUALLY, AND CONTINUE TO GROW. YET ONLY APPROXIMATELY 1% OF U.S. CROPLAND IS CERTIFIED ORGANIC. WE HAVE A NEED FOR MORE ORGANIC FARMERS, AS WELL AS BEGINNING FARMERS. TODAY, THERE ARE 6X AS MANY FARMERS OVER 65 AS UNDER 35. THAT IS WHY RODALE INSTITUTE IS HELPING FARMERS TRANSITION TO ORGANIC, WHILE TRAINING THE NEXT GENERATION OF ORGANIC LEADERS. AT RODALE INSTITUTE, WE'RE INVESTED IN GIVING NEW FARMER TRAINEES AND ADVOCATES THE TOOLS THEY NEED TO SUCCEED. WE OFFER HANDS-ON, VIRTUAL, AND CLASSROOM-BASED EDUCATIONAL OPPORTUNITIES TO NEW FARMERS THROUGH SEVERAL FARMER EDUCATION AND FELLOWSHIP PATHWAYS. OUR EDUCATION PHILOSOPHY IS BUILT ON THE CONCEPT THAT OUR WORK BECOMES A "DESTINATION FOR INSPIRATION" TRAINING BOTH EXISTING FARMERS AND NEW FARMERS TO BECOME EDUCATED REGENERATIVE ORGANIC FARMERS AS WELL AS REACHING OUT TO EDUCATE CONSUMERS THAT DRIVE THE MARKET AND POLICY MAKERS THAT INCENTIVIZE FARMER BEHAVIOR. RODALE INSTITUTE IS INVESTED IN HELPING NEW FARMERS GET ESTABLISHED IN ORGANIC AGRICULTURE, WORKING WITH CONVENTIONAL FARMERS TO TRANSITION TO ORGANIC, AND TEACHING EXISTING ORGANIC FARMERS THE MOST EFFECTIVE ORGANIC GROWING PRACTICES. AN ESTABLISHED AUTHORITY ON ORGANIC PRODUCTION METHODS, RODALE INSTITUTE OFFERS INTERNSHIPS TO BEGINNING FARMERS, INCLUDING SPECIAL PROGRAMS FOR MILITARY VETERANS, AS WELL AS WORKSHOPS AND ONLINE COURSES TO THE PUBLIC TO MAKE REGENERATIVE ORGANIC GROWING METHODS MORE ACCESSIBLE AND MORE WIDESPREAD.RODALE INSTITUTE CONSULTING SIMPLIFIES THE PROCESS OF TRANSITIONING TO REGENERATIVE ORGANIC FARMING SYSTEMS. BACKED BY 75+ YEARS OF SCIENCE, OUR REGENERATIVE ORGANIC CONSULTING SERVICE LAUNCHED IN 2019 TO ACCELERATE THE SHIFT FROM CONVENTIONAL TO ORGANIC AGRICULTURE PRACTICES AND PRODUCTION. WE PUT TRAINED AGRONOMISTS AND CERTIFICATION EXPERTS ON FARMS IN A ONE-ON-ONE MENTORSHIP AND PERSONALIZED COACHING MODEL TO ADVISE TRANSITIONING FARMERS. OUR CONSULTANCY FOCUSES ON 4 CORE AREAS:-TECHNICAL ASSISTANCE FOR FARMERS-MARKET/BUYER DISCOVERY AND CONNECTION-TRANSLATING RESEARCH INTO PRACTICAL ADVICE-CONNECTING AGRICULTURAL COMMUNITIESRODALE INSTITUTE'S CONSULTANCY HAS TWO DISTINCT ADVANTAGES IN ITS SERVICE TO FARMERS: 1) WE HAVE A NATIONAL PRESENCE THAT CAN HELD A BROAD GEOGRAPHIC CONSTITUENCY; AND 2) OUR CONSULTANTS HAVE DIVERSE EXPERTISE WHICH CAN HELP SOLVE FARMER'S MOST PRESSING NEEDS. OUR RESULTS HAVE BEEN TREMENDOUS, WITH OVER 33,000 ACRES IN TRANSITION SINCE 2019 AND 4000 ACRES HAVING COMPLETED TRANSITION.IN ADDITION TO THE HEADQUARTERS IN KUTZTOWN, PA, RODALE INSTITUTE ALSO OPERATES NINE SATELLITE LOCATIONS. SIX REGIONAL RESOURCE CENTERS SERVE AS HUBS FOR ORGANIC RESEARCH AND EDUCATION THROUGHOUT THE U.S. AND THE WORLD. THESE HUBS MEET THE NEEDS OF FARMERS IN THEIR OWN COMMUNITIES, INCLUDING REGIONALIZED RESEARCH ON PESTS, DISEASES, WEEDS OR FERTILITY, AS WELL AS FIELD DAYS AND EXTENSION. HUBS ARE LOCATED IN CALIFORNIA, MIDWEST (IOWA), SOUTHEAST (GEORGIA), PACIFIC NORTHWEST (WASHINGTON), PENNSYLVANIA (POCONO), AND EUROPE (PARMA, ITALY). ADDITIONAL CAMPUSES INCLUDE AN ORGANIC FARM AT A ST. LUKE'S UNIVERSITY HOSPITAL NETWORK LOCATION, THE HISTORIC RODALE INSTITUTE FOUNDERS FARM IN EMMAUS, PA, AND A CERTIFIED ORGANIC VEGETABLE FARM ON CORNWALL MANOR'S SENIOR LIVING FACILITY CAMPUS. | Desc |
| Total Program Service Expenses | $11,638,396 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 134 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARIA RODALE | |||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERTA LANG | |||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICOLE E TAYLOR | |||||||
| RECORDING SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS ELY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEDRO LANDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK OBERHOLTZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER PARK HALLAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SHERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN SPEZIALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER TAYLOR PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MOYER | |||||||
| CEO (TIL MARCH 2023) | 40.00 | Yes (X) | Yes (X) | $184,738 | $0 | $5,262 | |
| JEFF TKACH | |||||||
| CEO (EFF APRIL 2023) | 40.00 | Yes (X) | Yes (X) | $196,976 | $0 | $27,359 | |
| MARK KOIDE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON GRANTHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW GRAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE MACBETH | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $156,496 | $0 | $30,832 | ||
| ANNIE BROWN | |||||||
| VP OF DEVELOPMENT | 40.00 | $115,732 | $0 | $28,458 | Yes (X) | ||
| ANDREW SMITH | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $148,188 | $0 | $30,231 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $802,130 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOHLIN CYWINSKI JACKSON | |||||
| 8 WEST MARKET ST SUITE 1200 | WILKESBARRE | PA | 18701 | CONSTRUCTION | $602,071 |
| POKE APPLICATION (CO APPLE) | |||||
| ONE APPLE PARK WAY | CUPERTINO | CA | 95014 | DATA COLLECTION | $130,000 |
| ALVIN BUTZ INC | |||||
| 850 HAMILTON ST SUITE 600 | ALLENTOWN | PA | 18101 | PRE-CONSTRUCTION | $116,352 |
| NORTHSTAR CONSULTING | |||||
| 2407 NAUDAIN ST | PHILADELPHIA | PA | 19146 | PROF FUNDRAISING | $102,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,522,486 | GovernmentGrantsAmt |
| All Other Contributions | $12,277,885 | AllOtherContributionsAmt |
| Noncash Contributions | $323,424 | NoncashContributionsAmt |
| Total Contributions | $16,800,371 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $793,142 | TotalRevenueColumnAmt |
| Exclusion | $793,142 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,233 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,233 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,233 | TotalRevenueColumnAmt |
| Exclusion | $63,233 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,393,110 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,950,045 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $443,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,065 | TotalRevenueColumnAmt |
| Exclusion | $443,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $328,496 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,562 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $302,934 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $192,345 | TotalRevenueColumnAmt |
| Exclusion | $192,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $192,345 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,595,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $302,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,491,785 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493,603 | TotalAmt |
| Program Services | $1,493,603 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,662 | TotalAmt |
| Program Services | $462,450 | ProgramServicesAmt |
| Management And General | $88,376 | ManagementAndGeneralAmt |
| Fundraising | $50,836 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,460,408 | TotalAmt |
| Program Services | $4,197,811 | ProgramServicesAmt |
| Management And General | $802,058 | ManagementAndGeneralAmt |
| Fundraising | $460,539 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,302 | TotalAmt |
| Program Services | $111,600 | ProgramServicesAmt |
| Management And General | $21,344 | ManagementAndGeneralAmt |
| Fundraising | $12,358 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,380 | TotalAmt |
| Program Services | $838,318 | ProgramServicesAmt |
| Management And General | $160,314 | ManagementAndGeneralAmt |
| Fundraising | $92,748 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,427 | TotalAmt |
| Program Services | $336,007 | ProgramServicesAmt |
| Management And General | $64,254 | ManagementAndGeneralAmt |
| Fundraising | $37,166 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,000 | TotalAmt |
| Fundraising | $162,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,023 | TotalAmt |
| Program Services | $130,165 | ProgramServicesAmt |
| Management And General | $18,840 | ManagementAndGeneralAmt |
| Fundraising | $15,018 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,534 | TotalAmt |
| Program Services | $763,906 | ProgramServicesAmt |
| Management And General | $309,220 | ManagementAndGeneralAmt |
| Fundraising | $51,408 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,408 | TotalAmt |
| Program Services | $506,365 | ProgramServicesAmt |
| Management And General | $57,858 | ManagementAndGeneralAmt |
| Fundraising | $318,185 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,808 | TotalAmt |
| Program Services | $304,220 | ProgramServicesAmt |
| Management And General | $15,075 | ManagementAndGeneralAmt |
| Fundraising | $4,513 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,077 | TotalAmt |
| Program Services | $357,089 | ProgramServicesAmt |
| Management And General | $15,668 | ManagementAndGeneralAmt |
| Fundraising | $45,320 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,700 | TotalAmt |
| Program Services | $90,769 | ProgramServicesAmt |
| Fundraising | $3,931 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTORS | $745,110 | $745,110 | ||
| TESTING AND MEASUREMENT | $481,441 | $472,630 | $8,811 | |
| EQUIP RENTAL/MAINT | $478,133 | $369,954 | $63,449 | $44,730 |
| OTHER | $453,161 | $335,758 | $71,344 | $46,059 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,286 | TotalAmt |
| Program Services | $122,641 | ProgramServicesAmt |
| Management And General | $11,685 | ManagementAndGeneralAmt |
| Fundraising | $16,960 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,708,463 | TotalAmt |
| Program Services | $11,638,396 | ProgramServicesAmt |
| Management And General | $1,708,296 | ManagementAndGeneralAmt |
| Fundraising | $1,361,771 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,955,916 | BOYAmt |
| EOY | $3,363,751 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,596,899 | BOYAmt |
| EOY | $4,991,329 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,409,324 | BOYAmt |
| EOY | $10,103,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,519 | BOYAmt |
| EOY | $239,277 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,424 | BOYAmt |
| EOY | $17,612 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,715 | BOYAmt |
| EOY | $232,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,446,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,001,520 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,083,535 | BOYAmt |
| EOY | $8,445,280 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,169,109 | BOYAmt |
| EOY | $26,405,568 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,636 | BOYAmt |
| EOY | $561,550 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,426,077 | BOYAmt |
| EOY | $54,361,063 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,253 | BOYAmt |
| EOY | $3,536,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,253 | BOYAmt |
| EOY | $3,536,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,307,743 | BOYAmt |
| EOY | $26,499,622 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,770,081 | BOYAmt |
| EOY | $24,324,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,077,824 | BOYAmt |
| EOY | $50,824,414 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,426,077 | BOYAmt |
| EOY | $54,361,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,886,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,821,050 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $38,913 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,621,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,902,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,694,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,679,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,800,371 | CurrentTaxYearAmt |
| Total | $55,698,268 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,621,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,902,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,694,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,679,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,800,371 | CurrentTaxYearAmt |
| Total | $55,698,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,367,211 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,331,057 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $534,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $573,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $641,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $856,375 | CurrentTaxYearAmt |
| Total | $3,209,097 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,345 | CurrentTaxYearAmt |
| Total | $494,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,402,288 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,665,723 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INT INC - DISQ PERSON - OTHER REVENUES - 2019 AMOUNT: $ 113,509. 2020 AMOUNT: $ 78,197. 2021 AMOUNT: $ 19,338. 2022 AMOUNT: $ 91,534. 2023 AMOUNT: $ 192,345. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,346,692 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,346,692 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $817,335 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,334 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $475,159 | CurrentYearMinus3Amt |
| Current Year Minus2 | $522,193 | CurrentYearMinus2Amt |
| Current Year Minus1 | $659,018 | CurrentYearMinus1Amt |
| Current Year | $817,335 | CurrentYearAmt |
| Total | $2,473,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,710,558 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $49,999 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $55,000 | CurrentYearMinus1Amt |
| Total | $114,999 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $118,790 | CurrentYearMinus3Amt |
| Current Year Minus2 | $130,548 | CurrentYearMinus2Amt |
| Current Year Minus1 | $164,755 | CurrentYearMinus1Amt |
| Current Year | $204,334 | CurrentYearAmt |
| Total | $618,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $927,641 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $49,999 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $55,000 | CurrentYearMinus1Amt |
| Total | $114,999 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,940,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,675,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $523,797 | OtherExpendituresAmt |
| End Year Balance | $12,092,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,985,217 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,436,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $607,742 | OtherExpendituresAmt |
| End Year Balance | $10,940,560 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,662,034 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,934,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $610,951 | OtherExpendituresAmt |
| End Year Balance | $12,985,217 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,982,171 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,273,509 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $593,646 | OtherExpendituresAmt |
| End Year Balance | $11,662,034 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,852,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,668,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $538,886 | OtherExpendituresAmt |
| End Year Balance | $10,982,171 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,107,243 | OtherCostOrOtherBasisAmt |
| Book Value | $6,107,243 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,186,747 | OtherCostOrOtherBasisAmt |
| Book Value | $1,186,747 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,843 | DepreciationAmt |
| Book Value | $1,578 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,118,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,968,677 | DepreciationAmt |
| Book Value | $1,149,712 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,445,280 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,455,150 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,821,050 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $138,557 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$99,547 | OtherRevenueAmt |
| Revenue Not Reported | $2,860,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,595,090 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,595,090 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,708,559 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $138,557 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $25,562 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $164,119 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,544,440 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $164,023 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $164,023 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,708,463 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS IS AVAILABLE FOR THE OPERATIONS OF THE INSTITUTE, MAINTENANCE OF THE RODALE RESEARCH CENTER AND MAINTENANCE OF THE FOUNDER'S FARM (FORMALLY KNOWN AS THE WORKING TREE CENTER). |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 25,562. INVESTMENT EXPENSES -164,023. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 38,914. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 25,562. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GSL PUBLIC AFFAIRS & COMMUNICATIONS | ||||||||
| 17 NORTH SECOND ST 16TH FL | HARRISBURG | PA | 17101 | FUNDRAISING COUNSEL | 0 | $1,000,000 | $60,000 | $940,000 |
| NORTHSTAR CONSULTING GROUP LLC | ||||||||
| 2407 NAUDAIN ST | PHILADELPHIA | PA | 19146 | FUNDRAISING COUNSEL | 0 | $0 | $102,000 | -$102,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,000,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $162,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $838,000 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| EMORY UNIVERSITY | ||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | 580566256 | 501C3 | $1,177,793 | $0 | RESEARCH |
| UNIVERSITY OF WISCONSIN | ||||||||
| 3203 N DOWNER AVE | MILWAUKEE | WI | 53211 | 390743975 | 501C3 | $213,243 | $0 | RESEARCH |
| UGA RESEARCH FOUNDATION | ||||||||
| TERRELL HALL 110 210 S JACKSON ST | ATHENS | GA | 30602 | 581353149 | 501C3 | $35,241 | $0 | RESEARCH |
| GEORGIA ORGANICS INC | ||||||||
| 352 UNIVERSITY AVE SW SUITE W102 | ATLANTA | GA | 30310 | 582345310 | 501C3 | $21,769 | $0 | RESEARCH |
| THE CONNECT GROUP INC | ||||||||
| 251 EVERGREEN DRIVE | BOZEMAN | MT | 59715 | 452388845 | 501C3 | $17,924 | $0 | RESEARCH |
| CLEMSON UNIVERSITY | ||||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | 570426335 | 501C3 | $13,571 | $0 | RESEARCH |
| VIRGINIA ASSOCIATION OF BIOLOGY | ||||||||
| PO BOX 4 | WOOLWINE | VA | 24185 | 541802019 | 501C3 | $9,687 | $0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT FUNDS THAT WERE GIVEN OUT IN 2023 FOR THE BIPOC PROGRAM WERE REVIEWED BY A COMMITTEE WHICH INCLUDED A RODALE INSTITUTE BOARD MEMBER, THE CFO, A BIPOC FARMER ON THE RODALE TEAM, AND THE DIRECTOR OF ORGANIC FARMERS ASSOCIATION (OFA). ONCE THE COMMITTEE SELECTS THE AWARDEES, THE CFO WILL RECEIVE A FOLLOW UP FROM THE AWARDEES TO LET RODALE KNOW HOW THE MONEY WAS USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF TKACH | ||||||||||||||
| CEO (EFF APRIL 2023) | $196,976 | $0 | $0 | $0 | $0 | $0 | $11,085 | $0 | $16,274 | $0 | $224,335 | $0 | $0 | $0 |
| JEFF MOYER | ||||||||||||||
| CEO (TIL MARCH 2023) | $184,738 | $0 | $0 | $0 | $0 | $0 | $5,262 | $0 | $0 | $0 | $190,000 | $0 | $0 | $0 |
| ELAINE MACBETH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $156,496 | $0 | $0 | $0 | $0 | $0 | $9,559 | $0 | $21,273 | $0 | $187,328 | $0 | $0 | $0 |
| ANDREW SMITH | ||||||||||||||
| CHIEF OPERATING OFFICER | $148,188 | $0 | $0 | $0 | $0 | $0 | $8,958 | $0 | $21,273 | $0 | $178,419 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISONS WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS' APPROVAL. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,878 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 6 | $204,500 | FMV ON DATE OF DONAT |
| Yes (X) | TRAVEL | 85 | $94,655 | FMV ON DATE OF DONAT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE CO-CHAIRS OF THE BOARD MONITOR THE POTENTIAL OF A CONFLICT OF INTEREST ON AN ANNUAL BASIS AND AT ANY TIME A VOTING MEMBER CAN DISCLOSE A SUSPECTED CONFLICT OF INTEREST TO ANY OF THE OTHER VOTING MEMBERS OR CO-CHAIRS. IF A CONFLICT EXISTS, THE BOARD SHALL ASCERTAIN ALL MATERIAL FACTS AND DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION; THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD THEN IN OFFICE MAY APPROVE THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 38,913. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFICIAL INTEREST IN PERPETUAL TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PASSIVE INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $17,825 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $561,550 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFICIAL INTEREST IN PERPETUAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $17,825 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments