RODALE INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RODALE INSTITUTE (EIN 23-7206884)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-02
- IRS object ID
- 202302149349301680
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-02T16:18:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237206884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODA | BusinessNameControlTxt |
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF TKACH | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6106831400 | PhoneNum |
| Signature | 2023-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | TKACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-08-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF TKACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,666,534 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RODALEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,694,556 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,228,484 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,293,803 | PYInvestmentIncomeAmt |
| CY Investment Income | $733,066 | CYInvestmentIncomeAmt |
| PY Other Revenue | $540,006 | PYOtherRevenueAmt |
| CY Other Revenue | $530,246 | CYOtherRevenueAmt |
| PY Total Revenue | $12,528,365 | PYTotalRevenueAmt |
| CY Total Revenue | $15,491,796 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,847,395 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,587,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $108,258 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $130,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,098,763 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,530,179 | PYOtherExpensesAmt |
| CY Other Expenses | $4,506,116 | CYOtherExpensesAmt |
| PY Total Expenses | $8,485,832 | PYTotalExpensesAmt |
| CY Total Expenses | $11,224,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,042,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,267,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,853,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,426,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $941,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,348,253 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,912,053 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,077,824 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RODALE INSTITUTE IS A 501(C)(3) NONPROFIT DEDICATED TO ADVANCING REGENERATIVE ORGANIC AGRICULTURE THROUGH RESEARCH, EDUCATION AND OUTREACH. FOR OVER SEVENTY YEARS, RODALE INSTITUTE HAS BEEN RESEARCHING BEST PRACTICES [CONT. ON SCHED. O.]FOR MANAGING PESTS AND DISEASES IN ORGANIC AGRICULTURE WHILE PROVIDING NUTRITIOUS FOOD AND ADAPTING TO AND MITIGATING CLIMATE CHANGE. OUR FINDINGS, SHARED WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATE FOR POLICIES THAT SUPPORT FARMERS AND EDUCATE CONSUMERS ABOUT HOW ORGANIC IS THE HEALTHIEST OPTION. THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELLBEING OF PEOPLE AND THE PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,773,870 | ExpenseAmt |
| Revenue | $356,462 | RevenueAmt |
| Desc | STRATEGIC SOLUTIONS TEAM (SST), ORGANIC CONSULTANCY & OTHER EDUCATION:(1) RESEARCH: RODALE INSTITUTE'S RESEARCH FOCUSES ON THREE PRIMARY AREAS: GROWING REGENERATIVE ORGANIC AGRICULTURE, MITIGATING AND ADAPTING TO CLIMATE CHANGE, AND ALLEVIATING THE EFFECTS OF FOOD INSECURITY BY GROWING NUTRIENT-DENSE FOODS. THERE ARE CURRENTLY MORE THAN 25 RESEARCH PROJECTS TAKING PLACE AT OUR 386-ACRE EXPERIMENTAL FARM IN KUTZTOWN, PA. AREAS OF FOCUS INCLUDE ORGANIC SOIL IMPROVEMENT AND FERTILITY, CROP NUTRIENT DENSITY, WEED MANAGEMENT, NO-TILL PRODUCTION, COVER CROPS, CROP-LIVESTOCK INTEGRATION, AND WATER QUALITY. INDIVIDUAL PROJECTS INCLUDE INVESTIGATIONS OF SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, NUTRIENT MANAGEMENT IN ORGANIC SYSTEMS, AND IMPROVED TECHNIQUES FOR [CONT. ON SCHED. O.] COMPOST MANAGEMENT AND PEST AND DISEASE PREVENTION. RODALE INSTITUTE OPERATES NINE SATELLITE LOCATIONS THROUGHOUT THE U.S. AND EUROPE. FOUR OF THESE CAMPUSES ARE LOCATED IN PENNSYLVANIA AND INCLUDE AN ORGANIC FARM AT A ST. LUKE'S UNIVERSITY HOSPITAL NETWORK LOCATION, A REGIONAL RESOURCE CENTER AT POCONO RACEWAY CALLED POCONO ORGANICS, A FARM AT ACTIVE RETIREMENT COMMUNITY CORNWALL MANOR, AND THE HISTORIC RODALE INSTITUTE FOUNDERS FARM IN EMMAUS, PA. RODALE INSTITUTE ALSO HAS FIVE ADDITIONAL REGIONAL RESOURCES CENTERS, LOCATED IN IOWA, GEORGIA, ITALY, WASHINGTON, AND CALIFORNIA, WHICH OPERATE AS EDUCATIONAL AND RESEARCH HUBS IN AGRICULTURAL STRONGHOLDS THROUGHOUT THE WORLD. OUR FARMING SYSTEMS TRIAL, INITIATED IN 1981, IS THE LONGEST-RUNNING SIDE-BY-SIDE COMPARISON OF CONVENTIONAL AND ORGANIC GRAIN CROPPING SYSTEMS IN NORTH AMERICA. OUR RESEARCH COMPARES THE NUTRIENT DENSITY, ECONOMICS, ENERGY USE, AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES, AMONG OTHER VARIABLES.THROUGH A GRANT PROVIDED BY THE WILLIAM PENN FOUNDATION AND A PARTNERSHIP WITH STROUD WATER RESEARCH CENTER, IN 2018 WE BEGAN A SIMILAR SIDE-BY-SIDE TRIAL AT THE NATURAL LANDS TRUST STROUD PRESERVE. THE UNIQUE CHARACTERISTICS OF THIS LAND ENABLE US TO MEASURE THE EFFECTS OF AGRICULTURAL RUN-OFF TO THE DELAWARE WATERSHED FROM CONVENTIONAL VS. ORGANIC SYSTEMS.IN 2016, WE INITIATED THE VEGETABLE SYSTEMS TRIAL, A LONG-TERM, SIDE-BY-SIDE COMPARISON OF ORGANIC AND CONVENTIONAL VEGETABLE SYSTEMS. OUR GOAL IS TO DEVELOP ECONOMICALLY VIABLE SYSTEMS THAT IMPROVE SOIL, PLANT, HUMAN, AND PLANETARY HEALTH THROUGH THE APPLICATION OF REGENERATIVE ORGANIC MANAGEMENT TECHNIQUES ON HUMAN CONSUMABLE CROPS. WE EXPECT THE STUDY TO CONTINUE FOR MORE THAN 20 YEARS, ENABLING US TO MONITOR SOIL HEALTH, VEGETABLE NUTRITIONAL QUALITY, ENVIRONMENTAL IMPACT, AGROECOSYSTEM RESILIENCE, AND THE ECONOMICS OF VEGETABLE PRODUCTION OVER TIME WHILE ASSESSING HOW DIFFERENT MANAGEMENT PRACTICES DIRECTLY OR INDIRECTLY AFFECT HUMAN HEALTH. (2) ON OUR FARM: OUR FARM IS A DIVERSE OPERATION INCLUDING HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION OF GRAIN AND VEGETABLE CROPS, COMPOSTING, GREENHOUSE OPERATIONS, A TREATMENT-FREE HONEYBEE CONSERVANCY, AND INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS. AMONG OTHER FOCUS AREAS, WE OFFER HANDS-ON EDUCATION TO BEGINNING FARMERS THROUGH SEVERAL INTERNSHIP PAYWAYS: OUR VETERAN FARMER TRAINING PROGRAM IS A FLEXIBLE, 8-35 WEEK PROGRAM SERVING MILITARY VETERANS, AND THE RODALE INSTITUTE FARMER TRAINING PROGRAM ALLOWS US TO TRAIN NEW FARMERS ON EVERYTHING FROM ORGANIC GROWING TO MARKETING AND DISTRIBUTION. ADDITIONAL INTERNSHIPS IN COMMUNICATIONS, GARDENING, MULTIMEDIA, LIVESTOCK, AND RESEARCH GIVE TRAINEES THE OPPORTUNITY TO FOCUS ON AN AREA OF THEIR CHOOSING.RODALE INSTITUTE ALSO OPERATES AN ORGANIC CONSULTING SERVICE, HELPING FARMERS ALL AROUND THE U.S. TRANSITION TO ORGANIC, AND A VIRTUAL CAMPUS OFFERING DIGITAL COURSES IN ORGANIC FARMING AND GARDENING. (3) HUMAN HEALTH: WE ARE INVESTIGATING THE POTENTIAL LINKS BETWEEN SOIL HEALTH AND HUMAN HEALTH THROUGH OUR VEGETABLE SYSTEMS TRIAL AND HAVE EMBARKED ON SEVERAL PARTNERSHIPS TO FURTHER OUR WORK IN THIS AREA. THE ST. LUKE'S-RODALE INSTITUTE ORGANIC FARM IS A COLLABORATION BETWEEN RODALE INSTITUTE AND THE ST. LUKE'S UNIVERSITY HEALTH NETWORK, PROVIDING ORGANIC PRODUCE TO HOSPITAL PATIENTS AND STAFF AT TEN HOSPITALS IN THE ST. LUKE'S NETWORK. PARTNERSHIPS WITH PENN STATE HERSHEY MEDICAL CENTER AND THE PLANTRICIAN PROJECT ENABLE US TO DEEPEN OUR INVESTIGATION OF THE SOIL-HUMAN HEALTH CONNECTION, INCLUDING IN A NEW CONFERENCE FOR HEALTHCARE PRACTITIONERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,055,711 | ExpenseAmt |
| Desc | COMMUNICATIONSOUTREACH AND EDUCATION: OUR RESEARCH FINDINGS ARE SHARED WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE PUBLIC THROUGH SOCIAL MEDIA, EMAIL MARKETING, CONFERENCES, WORKSHOPS, FIELD DAYS, WEBINARS, PANELS, EVENTS, MEDIA OUTREACH AND OUR WEBSITE, RODALEINSTITUTE.ORG, WHICH SEES MORE THAN 1 MILLION VISITORS PER YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,829,581 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1Txt |
| City | KUTZTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19530 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| MAYA RODALE | |||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERTA LANG | |||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICOLE E TAYLOR | |||||||
| RECORDING SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS ELY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEDRO LANDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK OBERHOLTZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER PARK HALLAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA RODALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SHERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN SPEZIALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER TAYLOR PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MOYER | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $217,591 | $0 | $27,400 | |
| ELAINE MACBETH | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $149,022 | $0 | $30,277 | ||
| JEFF TKACH | |||||||
| CHIEF IMPACT OFFICER | 40.00 | $156,442 | $0 | $25,718 | Yes (X) | ||
| ANNIE BROWN | |||||||
| VP OF DEVELOPMENT | 40.00 | $112,573 | $0 | $27,905 | Yes (X) | ||
| ANDREW SMITH | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $130,923 | $0 | $29,041 | Yes (X) | ||
| REZA KESHAVARZ AFSHAR | |||||||
| CHIEF SCIENTIST | 40.00 | $111,792 | $0 | $24,022 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $878,343 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,363 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| STROUD WATER RESEARCH CENTER | |||||
| 970 SPENCER ROAD | AVONDALE | PA | 19311 | RESEARCH | $558,909 |
| BOHLIN CYWINSKI JACKSON | |||||
| 8 WEST MARKET STREET SUITE 1200 | WILKESBARRE | PA | 18701 | DESIGN/ARCHITECHT | $502,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,519,604 | GovernmentGrantsAmt |
| All Other Contributions | $12,708,880 | AllOtherContributionsAmt |
| Noncash Contributions | $1,745,721 | NoncashContributionsAmt |
| Total Contributions | $14,228,484 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,981 | TotalRevenueColumnAmt |
| Exclusion | $558,981 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $82,250 | 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 | $82,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,250 | TotalRevenueColumnAmt |
| Exclusion | $82,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,317,055 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,142,970 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $174,085 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,085 | TotalRevenueColumnAmt |
| Exclusion | $174,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $388,230 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $31,768 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $356,462 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $91,534 | TotalRevenueColumnAmt |
| Exclusion | $91,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,534 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,491,796 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $356,462 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $906,850 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,290 | TotalAmt |
| Program Services | $325,547 | ProgramServicesAmt |
| Management And General | $60,958 | ManagementAndGeneralAmt |
| Fundraising | $37,785 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,743,100 | TotalAmt |
| Program Services | $3,640,541 | ProgramServicesAmt |
| Management And General | $682,821 | ManagementAndGeneralAmt |
| Fundraising | $419,738 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,054 | TotalAmt |
| Program Services | $79,730 | ProgramServicesAmt |
| Management And General | $14,832 | ManagementAndGeneralAmt |
| Fundraising | $9,492 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,569 | TotalAmt |
| Program Services | $722,357 | ProgramServicesAmt |
| Management And General | $134,510 | ManagementAndGeneralAmt |
| Fundraising | $85,702 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,984 | TotalAmt |
| Program Services | $286,623 | ProgramServicesAmt |
| Management And General | $53,383 | ManagementAndGeneralAmt |
| Fundraising | $33,978 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Program Services | $55,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000 | TotalAmt |
| Fundraising | $130,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,252 | TotalAmt |
| Program Services | $133,385 | ProgramServicesAmt |
| Management And General | $19,409 | ManagementAndGeneralAmt |
| Fundraising | $16,458 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,074 | TotalAmt |
| Program Services | $255,172 | ProgramServicesAmt |
| Management And General | $117,537 | ManagementAndGeneralAmt |
| Fundraising | $66,365 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,048 | TotalAmt |
| Program Services | $608,769 | ProgramServicesAmt |
| Management And General | $45,784 | ManagementAndGeneralAmt |
| Fundraising | $167,495 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,937 | TotalAmt |
| Program Services | $382,189 | ProgramServicesAmt |
| Management And General | $14,712 | ManagementAndGeneralAmt |
| Fundraising | $6,036 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,303 | TotalAmt |
| Program Services | $340,377 | ProgramServicesAmt |
| Management And General | $4,546 | ManagementAndGeneralAmt |
| Fundraising | $30,380 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,651 | TotalAmt |
| Program Services | $79,978 | ProgramServicesAmt |
| Management And General | $44 | ManagementAndGeneralAmt |
| Fundraising | $3,629 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTORS & SUBCONTRA | $612,930 | $612,930 | ||
| EQUIP RENTAL/MAINT | $520,066 | $398,529 | $81,352 | $40,185 |
| OTHER | $488,800 | $404,043 | $44,278 | $40,479 |
| TESTING AND MEASUREMENT | $424,703 | $414,627 | $10,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,352 | TotalAmt |
| Program Services | $89,784 | ProgramServicesAmt |
| Management And General | $11,527 | ManagementAndGeneralAmt |
| Fundraising | $11,041 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,224,113 | TotalAmt |
| Program Services | $8,829,581 | ProgramServicesAmt |
| Management And General | $1,295,769 | ManagementAndGeneralAmt |
| Fundraising | $1,098,763 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,842,388 | BOYAmt |
| EOY | $5,955,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,744,413 | BOYAmt |
| EOY | $2,596,899 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,016,232 | BOYAmt |
| EOY | $5,409,324 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,898 | BOYAmt |
| EOY | $350,519 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,067 | BOYAmt |
| EOY | $13,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,588 | BOYAmt |
| EOY | $324,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,990,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,906,820 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,700,660 | BOYAmt |
| EOY | $7,083,535 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,285,571 | BOYAmt |
| EOY | $23,169,109 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,578 | BOYAmt |
| EOY | $522,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,853,395 | BOYAmt |
| EOY | $45,426,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,306 | BOYAmt |
| EOY | $1,348,253 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,036 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,342 | BOYAmt |
| EOY | $1,348,253 | 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 | $21,767,352 | BOYAmt |
| EOY | $22,307,743 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,144,701 | BOYAmt |
| EOY | $21,770,081 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,912,053 | BOYAmt |
| EOY | $44,077,824 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,853,395 | BOYAmt |
| EOY | $45,426,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,267,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,941,970 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$159,942 | 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 | $4,187,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,621,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,902,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,694,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,679,484 | CurrentTaxYearAmt |
| Total | $43,085,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,187,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,621,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,902,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,694,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,679,484 | CurrentTaxYearAmt |
| Total | $43,085,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,835,749 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,249,536 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $523,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $534,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $573,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $641,231 | CurrentTaxYearAmt |
| Total | $2,876,136 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,534 | CurrentTaxYearAmt |
| Total | $388,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,349,808 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,881,376 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INT INC - DISQ PERSON - OTHER REVENUES - 2018 AMOUNT: $ 85,809. 2019 AMOUNT: $ 113,509. 2020 AMOUNT: $ 78,197. 2021 AMOUNT: $ 19,338. 2022 AMOUNT: $ 91,534. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,125,350 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,180,350 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $659,018 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,755 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $426,151 | CurrentYearMinus3Amt |
| Current Year Minus2 | $475,159 | CurrentYearMinus2Amt |
| Current Year Minus1 | $522,193 | CurrentYearMinus1Amt |
| Current Year | $659,018 | CurrentYearAmt |
| Total | $2,082,521 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,123,782 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $49,999 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,000 | CurrentYearMinus1Amt |
| Current Year | $55,000 | CurrentYearAmt |
| Total | $174,999 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $106,538 | CurrentYearMinus3Amt |
| Current Year Minus2 | $118,790 | CurrentYearMinus2Amt |
| Current Year Minus1 | $130,548 | CurrentYearMinus1Amt |
| Current Year | $164,755 | CurrentYearAmt |
| Total | $520,631 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $780,947 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $49,999 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,000 | CurrentYearMinus1Amt |
| Current Year | $55,000 | CurrentYearAmt |
| Total | $174,999 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,985,217 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,436,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $607,742 | OtherExpendituresAmt |
| End Year Balance | $10,940,560 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,662,034 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,934,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $610,951 | OtherExpendituresAmt |
| End Year Balance | $12,985,217 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,982,171 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,273,509 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $593,646 | OtherExpendituresAmt |
| End Year Balance | $11,662,034 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,852,750 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,668,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $538,886 | OtherExpendituresAmt |
| End Year Balance | $10,982,171 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,132,541 | BeginningYearBalanceAmt |
| Contributions | $4,546,560 | ContributionsAmt |
| Investment Earnings Or Losses | -$368,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $457,660 | OtherExpendituresAmt |
| End Year Balance | $9,852,750 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,107,243 | OtherCostOrOtherBasisAmt |
| Book Value | $6,107,243 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,568 | OtherCostOrOtherBasisAmt |
| Book Value | $523,568 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,843 | DepreciationAmt |
| Book Value | $1,578 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,325,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,873,977 | DepreciationAmt |
| Book Value | $451,146 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,083,535 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,296,004 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,941,970 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $43,604 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$297,426 | OtherRevenueAmt |
| Revenue Not Reported | -$4,195,792 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,491,796 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,491,796 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,130,233 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $43,604 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $31,768 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $75,372 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,054,861 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $169,252 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $169,252 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,224,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS IS AVAILABLE FOR THE OPERATIONS OF THE INSTITUTE, MAINTENANCE OF THE RODALE RESEARCH CENTER AND MAINTENANCE OF THE FOUNDER'S FARM (FORMALLY KNOWN AS THE WORKING TREE CENTER). |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 31,768. INVESTMENT EXPENSES -169,252. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -159,942. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 31,768. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GRENZEBACH GLIER & ASSOCIATES | ||||||||
| 401 N MICHIGAN AVE SUITE 2800 | CHICAGO | IL | 60611 | FUNDRAISING COUNSEL | 0 | $0 | $10,500 | -$10,500 |
| MAVERICK STRATEGIES | ||||||||
| 1426 N 3 ST SUITE 310 | HARRISBURG | PA | 17102 | FUNDRAISING COUNSEL | 0 | $0 | $40,000 | -$40,000 |
| NORTHSTAR CONSULTING GROUP LLC | ||||||||
| 51221 GOLFVIEW CT | GRANGER | IN | 46530 | FUNDRAISING COUNSEL | 0 | $0 | $59,500 | -$59,500 |
| GSL PUBLIC AFFAIRS & COMMUNICATIONS | ||||||||
| 11 N SIXTH ST | READING | PA | 19601 | FUNDRAISING COUNSEL | 0 | $0 | $20,000 | -$20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $130,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$130,000 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF MOYER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $217,591 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $15,400 | $0 | $244,991 | $0 | $0 | $0 |
| JEFF TKACH | ||||||||||||||
| CHIEF IMPACT OFFICER | $156,442 | $0 | $0 | $0 | $0 | $0 | $9,474 | $0 | $16,244 | $0 | $182,160 | $0 | $0 | $0 |
| ELAINE MACBETH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $149,022 | $0 | $0 | $0 | $0 | $0 | $9,070 | $0 | $21,207 | $0 | $179,299 | $0 | $0 | $0 |
| ANDREW SMITH | ||||||||||||||
| CHIEF OPERATING OFFICER | $130,923 | $0 | $0 | $0 | $0 | $0 | $7,887 | $0 | $21,154 | $0 | $159,964 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISONS WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS' APPROVAL. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,101 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,549,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 0 | $127,258 | FMV ON DATE OF DONAT |
| Yes (X) | SUPPLIES | 10 | $49,362 | FMV ON DATE OF DONAT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARIA RODALE, BOARD DIRECTOR AND MAYA RODALE, CO-CHAIR, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE CO-CHAIRS OF THE BOARD MONITOR THE POTENTIAL OF A CONFLICT OF INTEREST ON AN ANNUAL BASIS AND AT ANY TIME A VOTING MEMBER CAN DISCLOSE A SUSPECTED CONFLICT OF INTEREST TO ANY OF THE OTHER VOTING MEMBERS OR CO-CHAIRS. IF A CONFLICT EXISTS, THE BOARD SHALL ASCERTAIN ALL MATERIAL FACTS AND DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION; THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD THEN IN OFFICE MAY APPROVE THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -159,942. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFICIAL INTEREST IN PERPETUAL TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PASSIVE INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | -$133,130 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $522,636 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFICIAL INTEREST IN PERPETUAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | -$133,130 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |