INSTITUTE FOR POLICY STUDIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR POLICY STUDIES (EIN 52-0788947)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349304605
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:52:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521022232 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER COHN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE SUITE 415 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | 520788947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR POLICY STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOPE FOLARIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022349382 | PhoneNum |
| Signature | 2024-11-11 | 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 | KEITH JENNINGS | PreparerPersonNm |
| PTIN | P01319883 | PTIN |
| Phone | 3016526700 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOPE FOLARIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,630,993 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IPS-DC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH AND VISIONARY THINKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 66 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,533,777 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,040,836 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $164,411 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $154,531 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,913 | PYInvestmentIncomeAmt |
| CY Investment Income | $244,532 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,457 | PYOtherRevenueAmt |
| CY Other Revenue | $7,298 | CYOtherRevenueAmt |
| PY Total Revenue | $5,782,644 | PYTotalRevenueAmt |
| CY Total Revenue | $4,447,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $686,508 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $81,755 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,851,895 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,853,627 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $335,850 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,829,444 | PYOtherExpensesAmt |
| CY Other Expenses | $1,789,689 | CYOtherExpensesAmt |
| PY Total Expenses | $5,367,847 | PYTotalExpensesAmt |
| CY Total Expenses | $4,725,071 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $414,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$277,874 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,708,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,035,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,791,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,568,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,917,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,466,992 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR POLICY STUDIES (THE INSTITUTE) IS A 60-YEAR-OLD ORGANIZATION THAT IS DEDICATED TO BUILDING A MORE EQUITABLE, ECOLOGICALLY SUSTAINABLE, AND PEACEFUL SOCIETY. IN PARTNERSHIP WITH DYNAMIC SOCIAL MOVEMENTS, IT TURNS TRANSFORMATIVE POLICY IDEAS INTO ACTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,796,550 | ExpenseAmt |
| Grant | $52,955 | GrantAmt |
| Desc | NEW ECONOMY - IPS HAS BEEN A LEADER IN STRENGTHENING RESPONSES TO THE GLOBAL ECONOMY BY PROVIDING RESEARCH, WRITING AND COMMUNICATION. THIS PROJECT HAS PRODUCED COUNTLESS RESEARCH REPORTS, ARTICLES, FORUMS, AND BOOKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $870,926 | ExpenseAmt |
| Desc | COMMON SECURITY - THIS PROJECT WORKS TO COMBAT ECONOMIC INEQUALITY, ACHIEVE CLIMATE JUSTICE, AND BUILD PEACE REQUIRING SOLUTIONS DESIGNED TO DISMANTLE SYSTEMIC RACISM. IT'S FOCUSED ON FOREIGN POLICY BASED ON HUMAN RIGHTS, INTERNATIONAL LAW, AND DIPLOMACY OVER MILITARY INTERVENTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $524,513 | ExpenseAmt |
| Revenue | $154,531 | RevenueAmt |
| Desc | AFFILIATES - THE BLACK WORKER INITIATIVE (BWI) PROJECT CARRIES OUT RESEARCH AND ADVOCACY FOR BLACK WORKERS IN THE UNITED STATES SOUTH, WITH A FOCUS ON ALABAMA. THE NATIONAL PRIORITIES PROJECT (NPP) CARRIES OUT RESEARCH AND ADVOCACY THAT HELPS THE PUBLIC UNDERSTAND NATIONAL PRIORITIES THROUGH THE LENS OF THE FEDERAL BUDGET. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $529,465 | COMMUNICATIONS - INEQUALITY.ORG - INEQUALITY.ORG IS THE PREMIER PORTALFOR THE PUBLIC AT LARGE, JOURNALISTS, TEACHERS, STUDENTS, ACADEMICS,ACTIVISTS, AND ANY OTHERS SEEKING INFORMATION AND ANALYSIS ON WEALTHAND INCOME INEQUALITY. ULTIMATELY, THE INSTITUTE'S MISSION IS TO CREATEAND CURATE HIGH-QUALITY RESEARCH AND INFORMATION, ALONG WITH COMPELLINGSTORIES, WITH THE GOAL OF ENDING ECONOMIC INEQUALITY IN THE U.S. ANDABROAD. OTHERWORDS - OTHERWORDS IS A FREE, NON-PROFIT EDITORIAL SERVICETHAT DISTRIBUTES PROGRESSIVE COMMENTARIES TO HEARTLAND NEWSPAPERSACROSS THE UNITED STATES. FOREIGN POLICY IN FOCUS - FOREIGN POLICY INFOCUS (FPIF) IS A "THINK TANK WITHOUT WALLS" CONNECTING THE RESEARCHAND ACTION OF MORE THAN 600 SCHOLARS, ADVOCATES, AND ACTIVISTS SEEKINGTO MAKE THE UNITED STATES A MORE RESPONSIBLE GLOBAL PARTNER. FPIFPROVIDES TIMELY ANALYSIS OF U.S. FOREIGN POLICY AND INTERNATIONALAFFAIRS AND RECOMMENDS POLICY ALTERNATIVES. | |
| $206,920 | SPECIAL PROJECTS - THE INSTITUTE NURTURED THE DEVELOPMENT OF SEVERALPROJECTS WORKING TO BUILD A MORE JUST, PEACEFUL, AND SUSTAINABLE WORLDIN THE U.S. AND AROUND THE GLOBE. | $28,800 |
| $108,619 | NEXT LEADERS - THE NEXT LEADERS PROGRAM BRINGS IN 10-15 NEXT LEADER INTERNS EACH YEAR FOR 10 WEEK PAID INTERNSHIPS, WITH AN EMPHASIS ON LOW-INCOME STUDENTS AND PEOPLE OF COLOR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $845,004 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $28,800 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,036,993 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN GASPARD | PersonNm |
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|
| SARITA GUPTA | |||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN POMERANZ | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BURKE STANSBURY | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN CAVANAGH | |||||||
| SENIOR ADVISOR | 37.50 | Yes (X) | Yes (X) | $70,000 | $0 | $21,809 | |
| HEIDI PELTIER | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES EARLY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NOURA ERAKAT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JODIE EVANS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATRINA VANDEN HEUVEL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDY SHALLAL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KHURY PETERSEN-SMITH | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANNY GLOVER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BOROSAGE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TOPE FOLARIN | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | Yes (X) | $156,195 | $0 | $20,046 | |
| SULMA ARIAS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN GASPARD | |||||||
| DEPUTY DIRECTOR | 37.50 | $124,420 | $0 | $764 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $350,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,619 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARC BAYARD | |||||
| 6930 PINEY BRANCH ROAD NW | WASHINGTON | DC | 20012 | CONSULTING | $310,000 |
| BDO USA LLP | |||||
| 12505 PARK POTOMAC AVE 700 | POTOMAC | MD | 20854 | ACCOUNTING | $120,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $69,745 | FundraisingAmt |
| All Other Contributions | $3,971,091 | AllOtherContributionsAmt |
| Noncash Contributions | $33,039 | NoncashContributionsAmt |
| Total Contributions | $4,040,836 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $154,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,531 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $154,531 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,145 | TotalRevenueColumnAmt |
| Exclusion | $116,145 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,697 | 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 | $47,697 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,697 | TotalRevenueColumnAmt |
| Exclusion | $47,697 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,274,472 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,146,085 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,387 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,387 | TotalRevenueColumnAmt |
| Exclusion | $128,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,829 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $69,745 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $37,711 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,882 | TotalRevenueColumnAmt |
| Exclusion | -$30,882 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF SPLIT-INTEREST | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$9,517 | TotalRevenueColumnAmt |
| Exclusion | -$9,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$9,517 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,447,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,531 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $251,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,800 | TotalAmt |
| Program Services | $25,800 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,955 | TotalAmt |
| Program Services | $52,955 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,050 | TotalAmt |
| Program Services | $191,938 | ProgramServicesAmt |
| Management And General | $63,210 | ManagementAndGeneralAmt |
| Fundraising | $12,902 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,116,258 | TotalAmt |
| Program Services | $1,515,354 | ProgramServicesAmt |
| Management And General | $499,046 | ManagementAndGeneralAmt |
| Fundraising | $101,858 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,666 | TotalAmt |
| Program Services | $20,526 | ProgramServicesAmt |
| Management And General | $6,760 | ManagementAndGeneralAmt |
| Fundraising | $1,380 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,340 | TotalAmt |
| Program Services | $183,553 | ProgramServicesAmt |
| Management And General | $60,449 | ManagementAndGeneralAmt |
| Fundraising | $12,338 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,313 | TotalAmt |
| Program Services | $131,978 | ProgramServicesAmt |
| Management And General | $43,464 | ManagementAndGeneralAmt |
| Fundraising | $8,871 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,326 | TotalAmt |
| Management And General | $18,326 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,798 | TotalAmt |
| Management And General | $151,798 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,270 | TotalAmt |
| Program Services | $745,211 | ProgramServicesAmt |
| Management And General | $1,538 | ManagementAndGeneralAmt |
| Fundraising | $62,521 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,837 | TotalAmt |
| Program Services | $3,952 | ProgramServicesAmt |
| Management And General | $1,832 | ManagementAndGeneralAmt |
| Fundraising | $1,053 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,243 | TotalAmt |
| Program Services | $2,162 | ProgramServicesAmt |
| Management And General | $5,774 | ManagementAndGeneralAmt |
| Fundraising | $307 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,037 | TotalAmt |
| Program Services | $17,187 | ProgramServicesAmt |
| Management And General | $52,500 | ManagementAndGeneralAmt |
| Fundraising | $53,350 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,676 | TotalAmt |
| Program Services | $3,315 | ProgramServicesAmt |
| Management And General | $280,361 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,263 | TotalAmt |
| Program Services | $104,918 | ProgramServicesAmt |
| Management And General | $584 | ManagementAndGeneralAmt |
| Fundraising | $10,761 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,134 | TotalAmt |
| Program Services | $9,326 | ProgramServicesAmt |
| Management And General | $4,324 | ManagementAndGeneralAmt |
| Fundraising | $2,484 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27 | TotalAmt |
| Program Services | $16 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,810 | TotalAmt |
| Program Services | $450 | ProgramServicesAmt |
| Management And General | $48,360 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,591 | TotalAmt |
| Program Services | $1,765 | ProgramServicesAmt |
| Management And General | $28,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | $50,036 | $16,061 | $32,358 | $1,617 |
| DUES AND SUBSCRIPTIONS | $46,719 | $27,006 | $12,520 | $7,193 |
| EQUIPMENT RENTAL | $21,317 | $20,372 | $945 | |
| PRESS CLIPS | $13,655 | $7,893 | $3,660 | $2,102 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,950 | TotalAmt |
| Program Services | $972,627 | ProgramServicesAmt |
| Management And General | -$983,841 | ManagementAndGeneralAmt |
| Fundraising | $56,164 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,725,071 | TotalAmt |
| Program Services | $4,036,993 | ProgramServicesAmt |
| Management And General | $352,228 | ManagementAndGeneralAmt |
| Fundraising | $335,850 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,459 | BOYAmt |
| EOY | $1,573,457 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,906 | BOYAmt |
| EOY | $1,431,097 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,054 | BOYAmt |
| EOY | $841,936 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,352 | BOYAmt |
| EOY | $110,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $692,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $525,722 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,440 | BOYAmt |
| EOY | $166,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643,240 | BOYAmt |
| EOY | $7,043,191 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,229 | BOYAmt |
| EOY | $868,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,708,680 | BOYAmt |
| EOY | $12,035,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,076 | BOYAmt |
| EOY | $284,875 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413,372 | BOYAmt |
| EOY | $1,283,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,791,448 | BOYAmt |
| EOY | $1,568,119 | 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 | $1,398,556 | BOYAmt |
| EOY | $1,807,363 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,518,676 | BOYAmt |
| EOY | $8,659,629 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,917,232 | BOYAmt |
| EOY | $10,466,992 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,708,680 | BOYAmt |
| EOY | $12,035,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$277,874 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $827,634 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,758,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,103,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,525,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,537,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,040,836 | CurrentTaxYearAmt |
| Total | $28,966,880 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,758,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,103,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,525,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,537,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,040,836 | CurrentTaxYearAmt |
| Total | $28,966,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,487,350 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,479,530 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,498 | CurrentTaxYearAmt |
| Total | $851,508 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$9,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$9,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$9,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$9,517 | CurrentTaxYearAmt |
| Total | -$46,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,772,019 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $635,759 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $108 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $147 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $255 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,036,993 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,037,248 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $351,862 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $87,966 | 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 Minus1 | $387,034 | CurrentYearMinus1Amt |
| Current Year | $351,862 | CurrentYearAmt |
| Total | $738,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,108,344 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $116 | CurrentYearMinus1Amt |
| Current Year | $255 | CurrentYearAmt |
| Total | $371 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $96,759 | CurrentYearMinus1Amt |
| Current Year | $87,966 | CurrentYearAmt |
| Total | $184,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $277,088 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $36 | CurrentYearMinus1Amt |
| Current Year | $108 | CurrentYearAmt |
| Total | $144 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $378,820 | DepreciationAmt |
| Book Value | $145,080 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,003 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,899 | DepreciationAmt |
| Book Value | $21,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $166,430 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EMPLOYEE RECEIVABLES | $1,238 |
| ROU ASSET | $867,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $868,580 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENT LIABILITY | $77,299 |
| LEASE LIABILITY | $1,205,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,283,244 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,312,542 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $827,634 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $37,711 | OtherRevenueAmt |
| Revenue Not Reported | $865,345 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,447,197 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,447,197 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,762,782 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $37,711 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $37,711 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,725,071 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,725,071 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INSTITUTE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE INSTITUTE IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 37,711. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 37,711. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA | 0 | 0 | GRANTMAKING | GRANTMAKING | $42,055 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | GRANTMAKING | $7,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,955 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,955 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| CENTRAL AMERICA (EL SALVADOR) | RESEARCH | $42,055 | WIRE TRANSFER | $0 |
| SOUTH AMERICA (COLOMBIA) | PROGRAM SUPPORT | $7,900 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD CEREMONY | Event1Nm |
| Gross Receipts Event1 | $76,574 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,745 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,829 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,871 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,840 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $76,574 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $69,745 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,829 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,871 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,840 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,711 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,882 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE HORIZONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1262 | AddressLine1Txt |
| City | PENA BLANCA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 850360664 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $25,800 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOPE FOLARIN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $156,195 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,046 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $176,241 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 | $33,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ECONOMIC HARDSHIP REPORTING PROJECT RECEIVED ITS OWN TAX EXEMPT STATUS, AND EFFECTIVE 12/31/2022 IT WAS NO LONGER OPERATING AS A FISCALLY SPONSORED ORGANIZATION UNDER INSTITUTE FOR POLICY STUDIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER REVIEWS THE INSTITUTE'S ANNUAL 990 REPORT (INCLUDING ALL RELEVANT SCHEDULES) BEFORE IT IS SUBMITTED TO THE IRS. THE STAFF MAKES THE DRAFT 990 AVALIABLE TO THE TREASURER NO LATER THAN 7 DAYS BEFORE IT MUST BE POSTMARKED FOR TIMELY SUBMISSION TO THE IRS. THE TREASURER MOVES TO ADDRESS ANY CONCERNS SHE/HE HAS WITH THE PROPOSED RETURN EITHER BY REQUIRING RESPONSES FROM STAFF AND/OR BY BRINGING SUCH CONCERNS TO THE FINANCE COMMITTEE OR THE FULL BOARD. THE TREASURER WILL REPORT THE 990 TO THE FULL BOARD AT THE INSTITUTE'S NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES AND BOARD MEMBERS MUST READ AND SIGN THE INSTITUTE'S CONFLICT OF INTEREST POLICY AS A PART OF THEIR ORIENTATION. THE DEPUTY DIRECTOR ALSO REVIEWS ALL CONTRACT PROPOSALS, CHECK REQUESTS, AND OTHER INVOICES WITH AN EYE TOWARD IDENTIFYING POTENTIAL CONFLICTS AND IMPROPRIETIES. THE DEPUTY DIRECTOR ALSO REMINDS THE STAFF AT LEAST ONCE A YEAR AT A STAFF MEETING OF THE CONFLICT OF INTEREST POLICY. THE CHAIR OF THE BOARD OF TRUSTEES ALSO REMINDS THE BOARD AT REGULAR INTERVALS OF SUCH POLICIES AND THEIR SIGNIFICANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE USES REGULARLY UPDATED COMPARABILITY DATA FOR ALL STAFF SALARIES, INCLUDING ITS DIRECTOR. THE DEPUTY DIRECTOR ADMINISTERS THE INSTITUTE'S STAFF SALARY POLICY AND SETS SALARIES IN CLOSE CONSULTATION WITH THE DIRECTOR. THE BOARD OF TRUSTEES THROUGH ITS STANDING COMPENSATION COMMITTEE REGULARLY REVIEWS THE SALARY OF THE DIRECTOR AND IN THE EVENT OF THE APPOINTMENT OF A NEW DIRECTOR, SETS THE DIRECTOR'S SALARY. THE INSTITUTE HAS A LONGSTANDING INSTITUTIONAL COMMITMENT TO FAIRNESS AND EQUITY AND STRIVES TO ENSURE THAT THE INSTITUTE'S HIGHEST-PAID EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE TO PUBLIC THROUGH THE INSTITUTE'S WEBSITE ALL OF THE INSTITUTE'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE INSTITUTE'S WEBSITE URGES INTERESTED PARTIES TO REQUEST COPIES OF THE AUDIT OR OTHER GOVERNING DOCUMENTS BY REQUESTING THEM FOR THE INSTITUTE'S DEVELOPMENT OFFICE. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 745,211. MANAGEMENT AND GENERAL EXPENSES 1,538. FUNDRAISING EXPENSES 62,521. TOTAL EXPENSES 809,270. |