DISCOVERY INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DISCOVERY INSTITUTE (EIN 91-1521697)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-06-06
- IRS object ID
- 202331579349300838
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-06T15:40:05-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911125800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANNON & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 CENTRAL PLACE SOUTH SUITE 225 | AddressLine1Txt |
| City | KENT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980307507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911521697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCOVERY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DISC | BusinessNameControlTxt |
| Phone | 2062920401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 COLUMBIA ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SCHWARZ | PersonNm |
| Person Title | DIR FIN & OPS/TREAS | PersonTitleTxt |
| Phone | 2062920401 | PhoneNum |
| Signature | 2022-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | SCHWARZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE COURTNEY | PreparerPersonNm |
| PTIN | P00177348 | PTIN |
| Phone | 2538528500 | PhoneNum |
| Preparation | 2023-06-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | STEVEN BURI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 COLUMBIA ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,718,717 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DISCOVERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE A CULTURE OF PURPOSE, CREATIVITY, AND INNOVATION IN A DIVERSE SET OF FIELDS. THIS MISSION IS ACHIEVED THROUGH EDUCATION, RESEARCH, AND ANALYSIS OF LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL ISSUES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,003,248 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,074,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $594,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,446 | PYOtherRevenueAmt |
| CY Other Revenue | $36,749 | CYOtherRevenueAmt |
| PY Total Revenue | $9,291,981 | PYTotalRevenueAmt |
| CY Total Revenue | $11,706,535 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,299,874 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,483,247 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,261,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,473,002 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $415,069 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,298,895 | PYOtherExpensesAmt |
| CY Other Expenses | $2,511,661 | CYOtherExpensesAmt |
| PY Total Expenses | $5,859,879 | PYTotalExpensesAmt |
| CY Total Expenses | $11,467,910 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,432,102 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $238,625 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,143,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,437,135 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,175 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,099,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,338,111 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE A CULTURE OF PURPOSE, CREATIVITY, AND INNOVATION IN A DIVERSE SET OF FIELDS. THIS MISSION IS ACHIEVED THROUGH EDUCATION, RESEARCH, AND ANALYSIS OF LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL ISSUES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,173,262 | ExpenseAmt |
| Grant | $5,024,180 | GrantAmt |
| Revenue | $203,044 | RevenueAmt |
| Desc | THE CENTER FOR SCIENCE AND CULTURE PROMOTES RESEARCH, EDUCATION, AND DISCUSSION RELATING TO THE SCIENTIFIC THEORY OF INTELLIGENT DESIGN. THE CENTER'S ACTIVITIES INCLUDE THE SPONSORSHIP OF SCIENTIFIC RESEARCH AND WRITING; THE PRODUCTION OF BOOKS, ARTICLES, REPORTS, AND CURRICULA; THE ORGANIZING OF SEMINARS AND CONFERENCES; AND THE DEVELOPMENT AND OPERATION OF EDUCATIONAL WEBSITES, PODCASTS, AND VIDEOS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $583,260 | ExpenseAmt |
| Grant | $24,900 | GrantAmt |
| Revenue | $376,906 | RevenueAmt |
| Desc | THE AI PROGRAM (WALTER BRADLEY CENTER OF NATURAL AND ARTIFICIAL INTELLIGENCE AT DISCOVERY INSTITUTE) EXPLORES THE BENEFITS AS WELL AS THE CHALLENGES RAISED BY ARTIFICIAL INTELLIGENCE (AI) IN LIGHT OF THE ENDURING TRUTH OF HUMAN EXCEPTIONALISM. PEOPLE KNOW AT A FUNDAMENTAL LEVEL THAT THEY ARE NOT MACHINES. BUT FAULTY THINKING CAN CAUSE PEOPLE TO ASSENT TO VIEWS THAT IN THEIR HEART OF HEARTS THEY KNOW TO BE UNTRUE. THE BRADLEY CENTER SEEKS TO HELP INDIVIDUALS - AND OUR SOCIETY AT LARGE - TO REALIZE THAT WE ARE NOT MACHINES WHILE AT THE SAME TIME HELPING TO PUT MACHINES (ESPECIALLY COMPUTERS AND AI) IN PROPER PERSPECTIVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $521,669 | ExpenseAmt |
| Grant | $340,667 | GrantAmt |
| Revenue | $4,638 | RevenueAmt |
| Desc | THE CENTER ON WEALTH, POVERTY, AND MORALITY CONNECTS THE PRACTICAL TRUTHS OF ECONOMICS WITH THE PERENNIAL TRUTHS OF ETHICS. THE PROGRAM - HOME TO LEADING SCHOLARS IN PHILOSOPHY AND ECONOMICS - IS BUILDING SUSTAINED AND ACCESSIBLE DEFENSE OF FREE ENTERPRISE, ENTREPRENEURSHIP, AND STEWARDSHIP IN THE MORAL CATEGORIES CONSONANT WITH MOST AMERICANS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $626,277 | ExpenseAmt |
| Grant | $93,500 | GrantAmt |
| Revenue | $10,123 | RevenueAmt |
| Desc | OTHER PROGRAMS INCLUDE: THE CHAPMAN CENTER FOR CITIZEN LEADERSHIP IS A TRAINING PROGRAM FOR YOUNG PROFESSIONALS INTERESTED IN A CAREER IN PUBLIC AND/OR COMMUNITY SERVICE. THE CENTER ENABLES YOUNG LEADERS TO CONSIDER THE FOUNDATIONAL IDEAS OF LEADERSHIP IN A FREE SOCIETY BY CONNECTING THEM WITH MENTORS AND FELLOW YOUNG LEADERS THROUGH SEMINARS, LECTURES, AND FELLOWSHIP PROGRAMS. THE TECHNOLOGY AND DEMOCRACY PROJECT EXAMINES HOW NEW TECHNOLOGIES ARE TRANSFORMING BUSINESS, EDUCATION, DEFENSE, AND GOVERNMENT AND PROPOSES HOW SOCIETY CAN GET THE MOST BENEFIT (AND LEAST HARM) FROM THESE DEVELOPMENTS. THE CASCADIA CENTER PROGRAM PROMOTES REGIONAL COOPERATION AS THE KEY TO ENSURING MOBILITY, ECONOMIC GROWTH AND A HEALTHY ENVIRONMENT IN THE PACIFIC NORTHWEST. THE BIOETHICS PROGRAM EXAMINES A CONSTELLATION OF ISSUES SUCH AS ASSISTED SUICIDE AND EUTHANASIA, EMBRYONIC STEM CELL RESEARCH, HUMAN GENETIC MANIPULATION, HUMAN CLONING, AND ANIMAL RIGHTS ISSUES. THE RELIGION, LIBERTY, AND PUBLIC LIFE PROGRAM EXAMINES THE PROPER ROLE OF RELIGION IN A FREE SOCIETY. THE AMERICAN CENTER FOR TRANSFORMING EDUCATION WORKS WITH STATE LEGISLATORS, POLICYMAKERS, AND PARENTS TO PROMOTE SYSTEMIC CHANGE TO OUR NATION'S EDUCATION SYSTEM, WITH AN EMPHASIS ON PARENTAL CHOICE, IMPROVED TEACHER QUALITY, AND BETTER GOVERNANCE STRUCTURES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $626,277 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $93,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,123 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,904,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SCHWARZ | PersonNm |
| Phone | 2062920401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 COLUMBIA ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| STEPHEN MEYER | ||||||||
| EMPLOYEE | 40.00 | Yes (X) | $198,404 | $0 | $28,132 | |||
| STEVEN BURI | ||||||||
| PRESIDENT | 40.00 | $208,700 | $0 | $855 | Yes (X) | |||
| JOHN WEST | ||||||||
| VICE PRES/PR | 40.00 | $163,838 | $0 | $31,136 | Yes (X) | |||
| KERI INGRAHM | ||||||||
| EMPLOYEE | 40.00 | $128,812 | $0 | $11,077 | Yes (X) | |||
| JONATHAN WITT | ||||||||
| EMPLOYEE | 40.00 | $117,569 | $0 | $15,494 | Yes (X) | |||
| JONATHAN WELLS | ||||||||
| EMPLOYEE | 40.00 | $105,019 | $0 | $18,343 | Yes (X) | |||
| STEVE SCHWARZ | ||||||||
| DIR FIN & OP | 40.00 | $110,100 | $0 | $7,837 | Yes (X) | |||
| KELLEY UNGER | ||||||||
| SECRETARY | 40.00 | $94,832 | $0 | $11,192 | Yes (X) | |||
| BRUCE CHAPMAN | ||||||||
| CHAIRMAN | 40.00 | $20,250 | $0 | $0 | Yes (X) | Yes (X) | ||
| DAVID BARBER | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHUCK BARBO | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BYRON NUTLEY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHY CONNERS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM DEMBSKI | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE DUNN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SKIP GILLILAND | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD GREILING | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HOWARD AHMANSON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WALTER MYERS III | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN KELLY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARIANA PARKS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BRYAN MISTELE | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| EDMUND MOY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES SPADY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RAYMOND J WALDMANN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TONY WHATLEY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,147,524 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $124,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEORGE GILDER | |||||
| PO BOX 105 | GREAT BARRINGTON | MA | 012300105 | CONSULTING | $120,000 |
| RICHARD VON STERNBERG | |||||
| 1880 EAST WEST PKWY UNIT 8598 | FLEMING ISLAND | FL | 320067725 | RESEARCH | $100,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,070,359 | MembershipDuesAmt |
| All Other Contributions | $10,004,451 | AllOtherContributionsAmt |
| Noncash Contributions | $260,495 | NoncashContributionsAmt |
| Total Contributions | $11,074,810 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EVENTS/PROGRAMS | 900099 | $475,782 | $475,782 |
| MEMBERSHIP DUES | 900099 | $118,929 | $118,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $594,711 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265 | TotalRevenueColumnAmt |
| Exclusion | $265 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,814 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $27,772 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,182 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,590 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC | 900099 | $733 | $733 |
| LOSS ON FOREIGN CURRENCY CONV | 900099 | -$108,388 | -$108,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$107,655 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,706,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $631,460 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $265 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,446 | TotalAmt |
| Program Services | $627,446 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,717 | TotalAmt |
| Program Services | $627,717 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,228,084 | TotalAmt |
| Program Services | $4,228,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,740 | TotalAmt |
| Program Services | $324,797 | ProgramServicesAmt |
| Management And General | $160,758 | ManagementAndGeneralAmt |
| Fundraising | $163,185 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,271,923 | TotalAmt |
| Program Services | $1,955,608 | ProgramServicesAmt |
| Management And General | $190,064 | ManagementAndGeneralAmt |
| Fundraising | $126,251 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,538 | TotalAmt |
| Program Services | $271,382 | ProgramServicesAmt |
| Management And General | $45,272 | ManagementAndGeneralAmt |
| Fundraising | $12,884 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,801 | TotalAmt |
| Program Services | $169,880 | ProgramServicesAmt |
| Management And General | $33,850 | ManagementAndGeneralAmt |
| Fundraising | $19,071 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,039 | TotalAmt |
| Program Services | $78,627 | ProgramServicesAmt |
| Management And General | $4,412 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,860 | TotalAmt |
| Program Services | $27,160 | ProgramServicesAmt |
| Management And General | $5,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,873 | TotalAmt |
| Program Services | $148,873 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,926 | TotalAmt |
| Program Services | $327,776 | ProgramServicesAmt |
| Management And General | $2,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,076 | TotalAmt |
| Program Services | $138,315 | ProgramServicesAmt |
| Management And General | $57,761 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,718 | TotalAmt |
| Program Services | $16,660 | ProgramServicesAmt |
| Management And General | $30,058 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,738 | TotalAmt |
| Program Services | $116,616 | ProgramServicesAmt |
| Management And General | $192,122 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,013 | TotalAmt |
| Program Services | $144,279 | ProgramServicesAmt |
| Management And General | $1,734 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,874 | TotalAmt |
| Program Services | $21,435 | ProgramServicesAmt |
| Management And General | $11,439 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,137 | TotalAmt |
| Program Services | $10,222 | ProgramServicesAmt |
| Management And General | $11,915 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS / PROGRAMS | $488,620 | $487,540 | $1,080 | |
| PROGRAM DEVELOPMENT | $441,612 | $440,950 | $662 | |
| FUNDRAISING | $93,678 | $93,678 | ||
| OTHER | $50,254 | $50,866 | -$612 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,243 | TotalAmt |
| Program Services | $690,235 | ProgramServicesAmt |
| Management And General | -$599,992 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,467,910 | TotalAmt |
| Program Services | $10,904,468 | ProgramServicesAmt |
| Management And General | $148,373 | ManagementAndGeneralAmt |
| Fundraising | $415,069 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156 | BOYAmt |
| EOY | $10,521,104 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,744,801 | BOYAmt |
| EOY | $255,317 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,000 | BOYAmt |
| EOY | $390,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,190 | BOYAmt |
| EOY | $1,226 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $40,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,949 | BOYAmt |
| EOY | $80,964 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,490 | BOYAmt |
| EOY | $40,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $590,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $500,586 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,815 | BOYAmt |
| EOY | $90,319 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,260 | BOYAmt |
| EOY | $17,260 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,143,661 | BOYAmt |
| EOY | $11,437,135 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,175 | BOYAmt |
| EOY | $99,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,175 | BOYAmt |
| EOY | $99,024 | 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 | $590,956 | BOYAmt |
| EOY | $696,492 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,508,530 | BOYAmt |
| EOY | $10,641,619 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,099,486 | BOYAmt |
| EOY | $11,338,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,143,661 | BOYAmt |
| EOY | $11,437,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $238,625 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,343,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,925,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,995,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,003,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,074,810 | CurrentTaxYearAmt |
| Total | $40,342,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,343,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,925,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,995,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,003,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,074,810 | CurrentTaxYearAmt |
| Total | $40,342,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,232,571 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,109,714 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265 | CurrentTaxYearAmt |
| Total | $64,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,407,272 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,118,824 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54650 | 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
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $465,160 | CurrentYearMinus3Amt |
| Current Year Minus2 | $465,888 | CurrentYearMinus2Amt |
| Total | $931,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,396,572 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $116,290 | CurrentYearMinus3Amt |
| Current Year Minus2 | $116,472 | CurrentYearMinus2Amt |
| Total | $232,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $349,143 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,157 | DepreciationAmt |
| Book Value | $3,975 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $510,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $439,672 | DepreciationAmt |
| Book Value | $70,417 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,757 | DepreciationAmt |
| Book Value | $15,927 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,319 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,718,717 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $12,182 | OtherRevenueAmt |
| Revenue Not Reported | $12,182 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,706,535 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,706,535 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,394,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $12,182 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,182 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,381,920 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,085,990 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,085,990 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,467,910 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING FOR INCOME TAXES GUIDANCE REQUIRES NONPUBLIC ENTITIES TO DETERMINE AND EVALUATE UNCERTAIN TAX POSITIONS. THE STANDARD REQUIRES ENTITIES TO MEASURE, RECOGNIZE, AND DISCLOSE CERTAIN TAX POSITIONS. THE TERM TAX POSITION INCLUDES, BUT IS NOT LIMITED TO, A DECISION NOT TO FILE A RETURN, THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME ON A TAX RETURN, AND THE ENTITY'S TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION MAY BE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR CALENDAR YEARS 2018 THROUGH 2021. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | COST OF GOODS SOLD 12,182 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF GOODS SOLD 12,182 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANT TO DISCOVERY HOUSE 4,085,990 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | RESEARCH GRANT | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SCIENTIFIC RESEARCH | SpecificServicesProvidedTxt |
| Region Total Expenditures | $142,094 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $142,094 | SubtotalSpentAmt |
| Total Spent | $142,094 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Purpose Of Grant | SITE ACQUISITION | PurposeOfGrantTxt |
| Cash Grant | $4,085,990 | CashGrantAmt |
| Manner Of Cash Disbursement | EFT | MannerOfCashDisbursementTxt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $142,094 | CashGrantAmt |
| Manner Of Cash Disbursement | EFT | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 2 | REGULAR CORRESPONDENCE WITH FELLOWS AND GRANTEES TO SUPERVISE PROGRESS OF WORK. |
| SCHEDULE F, PAGE 1, PART I, LINE 3 | EUROPE 142,094 0 |
| SCHEDULE F, PAGE 5, PART V | EXPENDITURES REPORTED IN PART I, LINE 3(F) ARE DETERMINED BASED ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | 741109620 | 501(C) | $260,000 | SCIENTIFIC RESEARCH |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | 237825575 | 501(C) | $26,466 | SCIENTIFIC RESEARCH |
| CHESALON USA | |||||||
| 4596 W 27TH PLACE | YUMA | AZ | 85364 | $25,080 | SCIENTIFIC RESEARCH | ||
| BIOLA UNIVERSITY | |||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | 950549600 | 501(C) | $75,000 | SCENTIFIC RESEARCH |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C) | $10,000 | SCIENTIFIC RESEARCH |
| DOCUMENTARY FOUNDATION | |||||||
| 4983 CORNELIA COURT | GIG HARBOR | WA | 98332 | 261373837 | 501(C) | $225,000 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CSC FELLOWSHIPS | 9 | $397,050 |
| ARTIFICIAL INTELLIGENCE | 4 | $24,000 |
| WPM FELLOWSHIPS | 4 | $115,667 |
| OTHER RESEARCH/FELLOWSHIP | 4 | $91,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | REGULAR CORRESPONDENCE WITH FELLOWS AND GRANTEES TO SUPERVISE PROGRESS OF WORK. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| STEPHEN MEYER | |||
| EMPLOYEE | $198,404 | $28,132 | $226,536 |
| STEVEN BURI | |||
| PRESIDENT | $208,700 | $855 | $209,555 |
| JOHN WEST | |||
| VICE PRES/PROG DIR | $163,838 | $31,136 | $194,974 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ERIK NUTLEY | |||
| FAMILY OF DIR | $88,112 | EMPLOYMENT | false |
| DAN NUTLEY | |||
| FAMILY OF DIR | $93,863 | EMPLOYMENT | false |
| KATHERINE WEST | |||
| FAMILY OF OFC | $45,239 | EMPLOYMENT | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $260,495 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (4 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|
| DISCOVERY HOUSE | |||||||
| CASH CONTRIBUTION | 2021-10-21 | $372,836 | 15 BROOKSIDE | CAMBRIDGE | CAMBRIDGE | UK | CB2 1JE |
| DISCOVERY HOUSE | |||||||
| CASH CONTRIBUTION | 2021-11-29 | $3,367,873 | 15 BROOKSIDE | CAMBRIDGE | CAMBRIDGE | UK | CB2 1JE |
| DISCOVERY HOUSE | |||||||
| CASH CONTRIBUTION | 2021-12-16 | $305,154 | 15 BROOKSIDE | CAMBRIDGE | CAMBRIDGE | UK | CB2 1JE |
| DISCOVERY HOUSE | |||||||
| CASH CONTRIBUTION | 2021-12-22 | $40,127 | 15 BROOKSIDE | CAMBRIDGE | CAMBRIDGE | UK | CB2 1JE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II, PAGE 2, LINE 2E | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF DISCOVERY INSTITUTE ARE DIRECTORS OF DISCOVERY HOUSE: BRUCE CHAPMAN - DISCOVERY INSTITUTE CHAIRMAN STEVE BURI - DISCOVERY INSTITUTE PRESIDENT BYRON NUTLEY - DISCOVERY INSTITUTE BOARD MEMBER CASEY LUSKIN - DISCOVERY INSTITUTE - CSC ASSOCIATE DIRECTOR JOHN WEST - DISCOVERY INSTITUTE - CSC MANAGING DIRECTOR STEVE MEYER - DISCOVERY INSTITUTE - CSC DIRECTOR | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | THIS RETURN IS AMENDED TO UPDATE DISCLOSURE ELEMENTS OF THE RETURN THAT NEEDED CORRECTION BASED ON ERRORS OR OMISSIONS IDENTIFIED AFTER THE RETURN WAS INITIALLY FILED. THE FINANCIAL ELEMENTS REPORTED DID NOT CHANGE. CORRECTIONS INCLUDED THE FOLLOWING ITEMS: PART VI, LINE 13 - ANSWER CHANGED TO "YES" AS THE ORGANIZATION DOES HAVE A WRITTEN WHISTLEBLOWER POLICY. PART VI, LINE 18 - ADDITIONAL BOXES CHECKED FOR "OWN WEBSITE- AND "ANOTHER'S WEBSITE" AS COPIES OF THE FORM 990 ARE MADE AVAILABLE VIA THE ORGANIZATION'S WEBSITE AND OTHER WEBSITES INCLUDING GUIDESTAR, IN ADDITION TO BEING AVAILABLE UPON REQUEST. PART VII, SECTION A EMPLOYEE STEPHEN MEYER WAS PREVIOSLY LISTED AS A "HIGHEST COMPENSATED EMPLOYEE" WHEN HE QUALIFIES AS A "KEY EMPLOYEE" UNDER THE FORM 990 DEFINITION. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS INCLUDE COMMUNITY MEMBERS ASSISTING WITH ALL ASPECTS OF THE VARIOUS PROGRAM EVENTS HELD DURING THE YEAR ALONG WITH THE UNPAID BOARD MEMBERS. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS INCLUDE: THE CHAPMAN CENTER FOR CITIZEN LEADERSHIP IS A TRAINING PROGRAM FOR YOUNG PROFESSIONALS INTERESTED IN A CAREER IN PUBLIC AND/OR COMMUNITY SERVICE. THE CENTER ENABLES YOUNG LEADERS TO CONSIDER THE FOUNDATIONAL IDEAS OF LEADERSHIP IN A FREE SOCIETY BY CONNECTING THEM WITH MENTORS AND FELLOW YOUNG LEADERS THROUGH SEMINARS, LECTURES, AND FELLOWSHIP PROGRAMS. THE TECHNOLOGY AND DEMOCRACY PROJECT EXAMINES HOW NEW TECHNOLOGIES ARE TRANSFORMING BUSINESS, EDUCATION, DEFENSE, AND GOVERNMENT AND PROPOSES HOW SOCIETY CAN GET THE MOST BENEFIT (AND LEAST HARM) FROM THESE DEVELOPMENTS. THE CASCADIA CENTER PROGRAM PROMOTES REGIONAL COOPERATION AS THE KEY TO ENSURING MOBILITY, ECONOMIC GROWTH AND A HEALTHY ENVIRONMENT IN THE PACIFIC NORTHWEST. THE BIOETHICS PROGRAM EXAMINES A CONSTELLATION OF ISSUES SUCH AS ASSISTED SUICIDE AND EUTHANASIA, EMBRYONIC STEM CELL RESEARCH, HUMAN GENETIC MANIPULATION, HUMAN CLONING, AND ANIMAL RIGHTS ISSUES. THE RELIGION, LIBERTY, AND PUBLIC LIFE PROGRAM EXAMINES THE PROPER ROLE OF RELIGION IN A FREE SOCIETY. THE AMERICAN CENTER FOR TRANSFORMING EDUCATION WORKS WITH STATE LEGISLATORS, POLICYMAKERS, AND PARENTS TO PROMOTE SYSTEMIC CHANGE TO OUR NATION'S EDUCATION SYSTEM, WITH AN EMPHASIS ON PARENTAL CHOICE, IMPROVED TEACHER QUALITY, AND BETTER GOVERNANCE STRUCTURES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED IN DRAFT FORM TO ALL BOARD MEMBERS FOR REVIEW. ADDITIONALLY, THE FINANCE COMMITTEE AND VICE PRESIDENT REVIEW THE FORM 990 IN DETAIL PRIOR TO THE FILING OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICTS OF INTEREST POLICY IS PRESENTED AND ANY CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED ANNUALLY BY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCOVERY HOUSE | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 BROOKSIDE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| Province Or State | CAMBRIDGE | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | CB2 1JE | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountryCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCOVERY | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCOVERY HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $4,085,990 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART II, LINE 1 DISCOVERY HOUSE IS A PRIVATE COMPANY LIMITED BY GUARANTEE ORGANIZED IN THE UNITED KINGDOM, EFFECTIVELY A NOT-FOR-PROFIT ORGANIZATION IN THE UK. DISCOVERY INSTITUTE DOES NOT OWN ANY SHARES OF DISCOVERY HOUSE, BUT MAINTAINS CONTROL VIA THE ABILITY TO APPOINT ALL DIRECTORS OF DISCOVERY HOUSE. AS ALSO NOTED IN PART V, LINE 2(1) AND SCHEDULE R, DISCOVERY INSTITUTE CONTRIBUTED 4,085,990 TO DISCOVERY HOUSE TO SUPPORT THE ACQUISITION OF PROPERTY BY DISCOVERY HOUSE IN THE UNITED KINGDOM. | ExplanationTxt |