BUREAU OF GOVERNMENTAL RESEARCH INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BUREAU OF GOVERNMENTAL RESEARCH INC (EIN 72-0408914)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-29
- IRS object ID
- 202332729349300213
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-29T08:07:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | 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 | 720408914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUREAU OF GOVERNMENTAL RESEARCH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURE | BusinessNameControlTxt |
| Phone | 5045254152 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 ST CHARLES AVE 200 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA MOWBRAY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5045254152 | PhoneNum |
| Signature | 2023-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | MOWBRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 5048355522 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | REBECCA MOWBRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 ST CHARLES AVE 200 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,749,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BGR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE BUREAU OF GOVERNMENTAL RESEARCH IS A PRIVATE, NONPROFIT, INDEPENDENT (CONT'D ON SCH. O) RESEARCH ORGANIZATION DEDICATED TO INFORMED PUBLIC POLICY MAKING AND THE EFFECTIVE USE OF PUBLIC RESOURCES FOR THE IMPROVEMENT OF GOVERNMENT IN THE GREATER NEW ORLEANS METROPOLITAN AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $800,618 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,014,484 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,571 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,038 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,565 | CYOtherRevenueAmt |
| PY Total Revenue | $878,189 | PYTotalRevenueAmt |
| CY Total Revenue | $1,070,957 | 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 | $896,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $842,819 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $231,422 | PYOtherExpensesAmt |
| CY Other Expenses | $264,852 | CYOtherExpensesAmt |
| PY Total Expenses | $1,128,062 | PYTotalExpensesAmt |
| CY Total Expenses | $1,107,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$249,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$36,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,956,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,335,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,328 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,926,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,173,059 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BUREAU OF GOVERNMENTAL RESEARCH IS A PRIVATE, NONPROFIT, INDEPENDENT RESEARCH ORGANIZATION DEDICATED TO INFORMED PUBLIC POLICY MAKING AND THE EFFECTIVE USE OF PUBLIC RESOURCES FOR THE IMPROVEMENT OF GOVERNMENT IN THE NEW ORLEANS METROPOLITAN AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $748,238 | ExpenseAmt |
| Desc | MONITORING AND REPORTING ON LOCAL GOVERNMENT ISSUES: IN 2022, BGR REPORTED ON MANY COMPLEX ISSUES IN LOCAL GOVERNANCE. WITH IT'S ON THE BALLOT REPORTS, IT PROVIDED VOTERS WITH INFORMATION ON A NOVEMBER 8TH CHARTER AMENDMENT THAT REQUIRES CITY COUNCIL CONFIRMATION OF DEPARTMENT HEADS APPOINTED BY THE MAYOR. IN THE SPRING, BGR REPORTED ON SEVERAL TAX PROPOSITIONS, INCLUDING A NEW SALES TAX IN ST. TAMMANY PARISH TO SUPPORT THE DISTRICT ATTORNEY'S CRIMINAL DIVISION; A NEW MILLAGE IN ORLEANS PARISH TO FUND EARLY CHILDHOOD EDUCATION PROGRAMS; AND A NEW PROPERTY TAX IN JEFFERSON PARISH FOR INCREASING SALARIES FOR THE SHERIFF'S OFFICE EMPLOYEES. BGR ALSO ISSUED A REPORT CALLING FOR LOCAL GOVERNMENTS ACROSS THE STATE TO CONTINUE THE PANDEMIC-ERA POLICY OF LIVESTREAMING AND ARCHIVING RECORDINGS OF THEIR (CONT'D ON SCH. O) MEETINGS WHICH WOULD SERVE TO INCREASE PUBLIC TRANSPARENCY AND ACCOUNTABILITY. IN ITS "KEYS TO THE JAIL" REPORT, BGR ANALYZES THE GOVERNANCE STRUCTURE OF THE NEW ORLEANS JAIL AND WAYS IN WHICH THE CURRENT SYSTEM HAS LED TO DEFICIENCIES IN JAIL GOVERNANCE, THE STATE OF THE JAIL, AND OTHER CHRONIC PROBLEMS IT FACES. WITH THIS IN MIND, BGR OUTLINES A VARIETY OF RECOMMENDATIONS THAT WILL IMPROVE THE JAIL'S PERFORMANCE AND YIELD LONG-TERM BENEFITS FOR THE JAIL'S ADMINISTRATION AND ITS DETAINEES. BGR ALSO CONTINUED ITS REPORTING ON PANDEMIC-ERA FEDERAL RELIEF FUNDS WITH "MANAGING THE WINDFALL", A REPORT THAT TRACKED THE USE OF THESE FUNDS AND PROVIDED SUGGESTIONS ON HOW TO BE MORE TRANSPARENT ABOUT ITS USE OF THESE FUNDS IN THE FUTURE. IN 2022, BGR RESEARCH STAFF MONITORED MORE THAN 70 STATE AND LOCAL GOVERNMENT AGENCIES THROUGHOUT THE NEW ORLEANS AREA, INCLUDING THE NEW ORLEANS CITY COUNCIL AND ITS COMMITTEES. BGR ALSO TRACKED THE LOUISIANA LEGISLATURE AND ANY BILLS THAT WERE OF PARTICULAR IMPORTANCE TO THE LOCAL COMMUNITY.AFTER RESEARCH IS COMPLETED, BGR PURSUES PROPER IMPLEMENTATION OF THEIR RECOMMENDATIONS, SOMETIMES OVER THE COURSE OF MANY YEARS. THIS IS DONE THROUGH A SERIES OF FOLLOW-UP PUBLICATIONS AND OUTREACH TO CITIZENS GROUPS, THE MEDIA, DECISION-MAKERS, AND OTHER KEY STAKEHOLDERS IN RELEVANT POLICY AREAS. IN TERMS OF EFFECTIVENESS, BGR HAS HAD SUCCESSFUL POSITIONS ON BALLOT RESULTS 81% OF THE TIME SINCE 2014. ANOTHER MEASURE OF BGR'S IMPACT IS ITS PRESENCE IN THE MEDIA AND LEVEL OF ENGAGEMENT WITH THEIR CONTENT. IN 2022, THE NEWS MEDIA CITED BGR REPORTS 65 TIMES. FOR ITS WORK, BGR HAS RECEIVED MANY AWARDS AND RECOGNITIONS IN 2022 INCLUDING THE GOVERNMENTAL RESEARCH ASSOCIATION'S (GRA) CERTIFICATE OF MERIT FOR DISTINGUISHED RESEARCH AND THE CERTIFICATE OF MERIT FOR OUTSTANDING POLICY ACHIEVEMENT. BGR'S WORK SERVES CITIZENS ACROSS MANY LOCALITIES INCLUDING JEFFERSON, ORLEANS, AND ST. TAMMANY PARISHES. BASED ON 2020 U.S. CENSUS DATA, THE POTENTIAL REACH OF BGR'S MONITORING AND REPORTING IS APPROXIMATELY 1,083,348 PEOPLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,467 | ExpenseAmt |
| Desc | BREAKFAST BRIEFINGS: BGR'S BREAKFAST BRIEFINGS ARE PUBLIC FORUMS WHERE EXPERTS AND DECISION-MAKERS ARE INVITED TO SHARE THEIR THOUGHTS ON MAJOR PUBLIC POLICY ISSUES IN THE AREA. THESE EVENTS KEEP CITIZENS INFORMED AND MOTIVATE CIVIC ENGAGEMENT AND AN INFORMED PUBLIC POLICY DIALOGUE, ALL OF WHICH ARE KEY COMPONENTS OF BGR'S MISSION AND ESSENTIAL INGREDIENTS FOR EFFECTIVE GOVERNMENT. IN 2022, BGR HOSTED 4 OF THESE EVENTS, THREE OF WHICH WERE A PART OF BGR'S SERIES ON PUBLIC SAFETY AND LAW ENFORCEMENT. THE FIRST OF THESE EVENTS INCLUDED LAMAR GARDERE, EXECUTIVE DIRECTOR OF THE DATA CENTER, AND JEFF ASHER, CO-FOUNDER OF AH DATALYTICS, WHERE THEY SHARED THEIR INSIGHTS ON CRIME AND SOME OF ITS ROOT CAUSES IN THE ORLEANS AREA. THE DISCUSSION OF CRIME AND PUBLIC SAFETY CONTINUED IN BGR'S SECOND (CONT'D ON SCH. O) BREAKFAST BRIEFING, WHICH HOSTED THE FOLLOWING POLICY EXPERTS: DR. JEFFREY A. BUTTS, DIRECTOR OF THE RESEARCH AND EVALUATION CENTER AT THE CITY UNIVERSITY OF NEW YORK; KAREN EVANS, EXECUTIVE DIRECTOR OF THE NEW ORLEANS CHILDREN & YOUTH PLANNING BOARD; JAMES LOGAN, PAST PRESIDENT OF 100 BLACK MEN OF METRO NEW ORLEANS AND CHARLES WEST, BGR BOARD MEMBER AND FORMER DIRECTOR OF THE CITY OF NEW ORLEANS OFFICE OF CRIMINAL JUSTICE COORDINATION. WITH A RETURN TO IN-PERSON BREAKFAST BRIEFINGS, THE THIRD EVENT OF THE YEAR FOCUSED SPECIFICALLY ON LAW ENFORCEMENT AND FEATURED SHAUN D. FERGUSON, NEW ORLEANS SUPERINTENDENT OF POLICE; JOSEPH P LOPINTO III, JEFFERSON PARISH SHERIFF; AND JIM LETTEN, FORMER U.S. ATTORNEY FOR THE EASTERN DISTRICT OF LOUISIANA, AS MODERATOR. WITH THE BGR SERIES ON PUBLIC SAFETY COMPLETE, THE FINAL BREAKFAST BRIEFING OF THE YEAR CENTERED ON PREPARATION FOR FUTURE STORMS IN JEFFERSON PARISH AND HOSTED KEY ADMINISTRATORS OF THE PARISH INCLUDING JOE VALIENTE, DIRECTOR OF EMERGENCY MANAGEMENT; MARK DREWES, DIRECTOR OF PUBLIC WORKS, AND VALERIE BROLIN, DEPUTY CHIEF OPERATING OFFICER FOR JEFFERSON PARISH. THE BREAKFAST BRIEFING EVENTS BRING KEY POLICY ISSUES TO CITIZENS AND ALLOWS THEM TO ENGAGE WITH POLICY LEADERS AND DECISION-MAKERS. ACCESS TO EACH OF THESE EVENTS IS INCREASED BY VIDEO RECORDING THE PRESENTATIONS AND POSTING THEM ONLINE. THE MEDIA COVERAGE FURTHER MAGNIFIES AWARENESS OF THE POLICY ISSUES DISCUSSED AND OF BGR'S WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,435 | ExpenseAmt |
| Desc | EXCELLENCE IN GOVERNMENT AWARDS: SINCE 1994, THIS BIENNIAL CEREMONY RECOGNIZES EMPLOYEES IN PUBLIC SERVICE FOR THEIR OUTSTANDING PERFORMANCE AND CREATIVE PROBLEM SOLVING AND PRIVATE CITIZENS FOR THEIR EXTRAORDINARY CONTRIBUTIONS TO LOCAL GOVERNMENT. IN 2022, BGR AWARDED 10 EXCEPTIONAL INDIVIDUALS AND TEAMS FROM ORLEANS, JEFFERSON, ST. TAMMANY, AND ST. CHARLES PARISHES FOR THEIR REMARKABLE EFFORTS AND RESULTS IN LOCAL GOVERNMENT. THE CEREMONY INCLUDES FOUR AWARD CATEGORIES: THE MERIT AWARD IS GIVEN TO PUBLIC EMPLOYEES THAT HAVE SHOWN OUTSTANDING PERFORMANCE; THE INNOVATION AWARD RECOGNIZES EMPLOYEES WHOSE INGENUITY AND INNOVATION HAVE HELPED SOLVE PRESSING ISSUES IN THEIR CONSTITUENCIES; THE LIFETIME ACHIEVEMENT AWARD RECOGNIZES SUSTAINED PERFORMANCE OVER A CAREER IN (CONT'D ON SCH. O) PUBLIC SERVICE; AND THE CITIZENSHIP AWARD IS GIVEN TO A PRIVATE CITIZEN WHO HAS WORKED TO IMPROVE THE QUALITY AND PERFORMANCE OF GOVERNMENT.THE 2022 CEREMONY RECOGNIZED THE CUSTOMER SERVICE MANAGER FOR THE ORLEANS SEWERAGE AND WATER BOARD FOR HER BRILLIANT STEWARDSHIP DURING HURRICANE IDA AND THE COVID-19 PANDEMIC; A TEAM FROM THE ST. CHARLES PARISH EMERGENCY OPERATIONS CENTER FOR THEIR CONSISTENT AND RESILIENT RESPONSES TO EMERGENCY SITUATIONS IN THEIR AREA; A TEAM FROM THE ST. CHARLES PARISH ASSESSOR'S OFFICE FOR THEIR RAPID PROCESS TO REASSESS DAMAGED PROPERTY AFTER HURRICANE IDA, ASSISTING THE AFFECTED TAXPAYERS WHILE MAINTAINING THE SCHEDULE FOR TAX COLLECTION IN 2021; THE CHIEF OPERATIONS OFFICER FOR NEW ORLEANS PUBLIC SCHOOLS FOR HER RAPID, PIVOTAL WORK TO MAINTAIN MEAL SERVICES FOR STUDENTS AND INCREASE ACCESS TO COVID-19 TESTING DURING THE PANDEMIC; THE ST. TAMMANY CHIEF FINANCIAL OFFICER FOR HER DEDICATED WORK AND PUBLIC SERVICE THROUGHOUT THE YEARS AND A PRIVATE CITIZEN FOR HER EFFORTS AGAINST A TAX PROPOSITION THAT WOULD LOWER FUNDS TO ORLEANS' LIBRARY SYSTEM. THE 2022 EVENT RETURNED TO A NORMAL IN-PERSON MODALITY AND WAS ALSO RECORDED AND POSTED ON THE MAIN BGR WEBSITE TO INCREASE ITS VISIBILITY. BGR STAFF GARNERED A ROBUST FIELD OF NOMINEES BY ACTIVELY PROMOTING THE COMPETITION ON SOCIAL MEDIA AND PROMOTED THE WINNERS ON SOCIAL MEDIA TO HIGHLIGHT THE WORK OF DEDICATED PUBLIC SERVANTS WHO EXEMPLIFY BGR'S VALUES IN THEIR WORK. THE EXCELLENCE IN GOVERNMENT PROGRAM INCENTIVIZES PUBLIC SECTOR ACHIEVEMENT AND CIVIC ENGAGEMENT, WHICH ALIGNS WITH BGR'S MISSION AND BENEFITS THE COMMUNITY AT LARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $783,140 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELVA RIEMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045254152 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 ST CHARLES AVENUE SUITE 200 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|
| NORMA GRACE | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| H MERRITT LANE III | |||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN W USDIN | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE P BANOS | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BLAKE J STANFILL | |||||||
| ASSISTANT SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE ALBERT | |||||||
| ASSISTANT TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUDOVICO FEOLI | |||||||
| PAST CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RYAN ADKERSON | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN G BRENNAN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE BRONFIN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA CHEN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA CLAIBORNE | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN A DUPUY | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS M FREEMAN JR | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GERSHANIK | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSIE HAYNES | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LANDRUM | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LAVEIST | |||||||
| MEMBER (1ST - 3RD QTR) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULEY LE | |||||||
| MEMBER (1ST - 3RD QTR) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW R LEE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY L LORIO | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD P MCCLAIN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE MOORE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER M NEIL | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM RALSTON | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTY RIDDLEBARGER | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ROBERTS | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SCHNIDMAN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAMAR VILLERE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES WEST | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN WILSON | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA MOWBRAY | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $190,346 | $0 | $14,530 | ||
| AMY GLOVINSKY | |||||||
| PRESIDENT/CEO (JAN. 1 - 31) | 40.00 | Yes (X) | $20,850 | $0 | $625 | ||
| STEPHEN B STUART | |||||||
| VP & RESEARCH DIRECTOR | 40.00 | $145,000 | $0 | $10,023 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $356,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,178 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $470,597 | MembershipDuesAmt |
| Fundraising | $87,949 | FundraisingAmt |
| Government Grants | $90,652 | GovernmentGrantsAmt |
| All Other Contributions | $365,286 | AllOtherContributionsAmt |
| Total Contributions | $1,014,484 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,638 | TotalRevenueColumnAmt |
| Exclusion | $237,638 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $449,786 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $609,386 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$159,600 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,600 | TotalRevenueColumnAmt |
| Exclusion | -$159,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,701 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $87,949 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,266 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,565 | TotalRevenueColumnAmt |
| Exclusion | -$21,565 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,070,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,473 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,346 | TotalAmt |
| Program Services | $137,049 | ProgramServicesAmt |
| Management And General | $32,359 | ManagementAndGeneralAmt |
| Fundraising | $20,938 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,209 | TotalAmt |
| Program Services | $381,031 | ProgramServicesAmt |
| Management And General | $89,965 | ManagementAndGeneralAmt |
| Fundraising | $58,213 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,163 | TotalAmt |
| Program Services | $14,517 | ProgramServicesAmt |
| Management And General | $3,428 | ManagementAndGeneralAmt |
| Fundraising | $2,218 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,001 | TotalAmt |
| Program Services | $36,721 | ProgramServicesAmt |
| Management And General | $8,670 | ManagementAndGeneralAmt |
| Fundraising | $5,610 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,100 | TotalAmt |
| Program Services | $37,512 | ProgramServicesAmt |
| Management And General | $8,857 | ManagementAndGeneralAmt |
| Fundraising | $5,731 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,330 | TotalAmt |
| Management And General | $64,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850 | TotalAmt |
| Program Services | $3,850 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $376 | ProgramServicesAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,425 | TotalAmt |
| Program Services | $7,919 | ProgramServicesAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
| Fundraising | $253 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,233 | TotalAmt |
| Program Services | $28,419 | ProgramServicesAmt |
| Management And General | $907 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,223 | TotalAmt |
| Program Services | $53,789 | ProgramServicesAmt |
| Management And General | $1,717 | ManagementAndGeneralAmt |
| Fundraising | $1,717 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,480 | TotalAmt |
| Program Services | $6,480 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,988 | TotalAmt |
| Program Services | $7,508 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
| Fundraising | $240 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,459 | TotalAmt |
| Program Services | $5,131 | ProgramServicesAmt |
| Management And General | $164 | ManagementAndGeneralAmt |
| Fundraising | $164 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENT EXPENSES | $34,902 | $34,902 | ||
| DUES AND SUBSCRIPTIONS | $13,821 | $13,821 | ||
| DEVELOPMENT | $11,583 | $11,583 | ||
| STAFF DEVELOPMENT | $9,027 | $6,499 | $993 | $1,535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,131 | TotalAmt |
| Program Services | $7,616 | ProgramServicesAmt |
| Management And General | $3,272 | ManagementAndGeneralAmt |
| Fundraising | $243 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,671 | TotalAmt |
| Program Services | $783,140 | ProgramServicesAmt |
| Management And General | $215,709 | ManagementAndGeneralAmt |
| Fundraising | $108,822 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,253 | BOYAmt |
| EOY | $769,633 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,247 | BOYAmt |
| EOY | $109,504 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,432 | BOYAmt |
| EOY | $17,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,121 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,960 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,722 | BOYAmt |
| EOY | $16,161 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,198,068 | BOYAmt |
| EOY | $8,277,046 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $145,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,956,722 | BOYAmt |
| EOY | $9,335,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,393 | BOYAmt |
| EOY | $15,285 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $147,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,893 | BOYAmt |
| EOY | $162,328 | 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 | $860,076 | BOYAmt |
| EOY | $1,102,062 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,066,753 | BOYAmt |
| EOY | $8,070,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,926,829 | BOYAmt |
| EOY | $9,173,059 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,956,722 | BOYAmt |
| EOY | $9,335,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$36,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,694,631 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$22,425 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $2,969,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $975,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,813,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,014,484 | CurrentTaxYearAmt |
| Total | $7,573,335 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,969,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $975,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,813,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,014,484 | CurrentTaxYearAmt |
| Total | $7,573,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,385,888 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,187,447 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $209,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $266,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,638 | CurrentTaxYearAmt |
| Total | $1,029,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,602,805 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,400 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $547 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $547 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,176,390 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,176,937 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $192,694 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,174 | 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 | $145,438 | CurrentYearMinus3Amt |
| Current Year Minus2 | $146,306 | CurrentYearMinus2Amt |
| Current Year Minus1 | $187,420 | CurrentYearMinus1Amt |
| Current Year | $192,694 | CurrentYearAmt |
| Total | $671,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,007,787 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,519 | CurrentYearMinus3Amt |
| Current Year Minus2 | $741 | CurrentYearMinus2Amt |
| Current Year Minus1 | $658 | CurrentYearMinus1Amt |
| Current Year | $547 | CurrentYearAmt |
| Total | $5,465 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,360 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,577 | CurrentYearMinus2Amt |
| Current Year Minus1 | $46,855 | CurrentYearMinus1Amt |
| Current Year | $48,174 | CurrentYearAmt |
| Total | $167,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $251,949 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,970,261 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,642,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$282,004 | OtherExpendituresAmt |
| End Year Balance | $8,046,496 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,255,756 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,014,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$300,000 | OtherExpendituresAmt |
| End Year Balance | $9,970,261 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,739,943 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $868,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$352,939 | OtherExpendituresAmt |
| End Year Balance | $9,255,756 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,787,404 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,077,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$125,000 | OtherExpendituresAmt |
| End Year Balance | $7,739,943 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,096,005 | BeginningYearBalanceAmt |
| Contributions | $2,001,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$309,601 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,787,404 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44200 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,960 | DepreciationAmt |
| Book Value | $16,161 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,161 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $147,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147,043 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$475,880 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,694,631 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $100,953 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $69,266 | OtherRevenueAmt |
| Revenue Not Reported | -$1,524,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,048,532 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,425 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,425 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,070,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,277,890 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $100,953 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $69,266 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $170,219 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,107,671 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,107,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BGR'S ENDOWMENTS CONSIST OF DONOR RESTRICTED GNOF INVESTMENT POOL FUND, THE JANET HOWARD CHAIR IN GOVERNMENTAL RESEARCH ENDOWMENT FUND (HOWARD CHAIR), THE BGR ENDOWMENT FUND CREATED BY BGR, AND THE ZEMURRAY FUND. GNOF INVESTMENT POOL FUND IS MAINTAINED AND MANAGED BY THE GNOF WITHIN THEIR INVESTMENT POOL. THE FUND IS INVESTED BY GNOF WITH AN ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG-TERM. ANNUAL DISTRIBUTIONS OF INCOME FROM THE GNOF INVESTMENT POOL FUND, AS DETERMINED BY THE BOARD OF TRUSTEES OF GNOF ARE PROVIDED TO BGR. BGR'S BOARD OF DIRECTORS THEN DECIDES TO EITHER USE THE FUNDS FOR OPERATIONS OF BGR OR TO INVEST IN ONE OF ITS ENDOWMENT FUNDS. BGR CREATED THE BGR ENDOWMENT FUND IN 2007. THE INVESTMENT OBJECTIVE OF THE BGR ENDOWMENT FUND IS TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. RISK CONTROL IS AN IMPORTANT ELEMENT IN THE INVESTMENT OF THE FUND ASSETS. IN 2015, A DONOR CREATED THE HOWARD CHAIR. THE INVESTMENT OBJECTIVE OF THE BGR ENDOWMENT FUND IS TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. SUCH DISTRIBUTABLE FUNDS SHALL BE USED TO COVER THE EXPENSES OF A SPEAKER AT BGR'S ANNUAL LUNCHEON, HENCEFORTH TO BE RECOGNIZED AS THE JANET HOWARD SPEAKER SERIES IN GOVERNMENTAL RESEARCH. IN 2018, A DONOR PROMISED TO GIVE $2,000,000 TO ENDOW THE SAMUEL ZEMURRAY CHAIR IN RESEARCH LEADERSHIP. THE INVESTMENT OBJECTIVES OF THE ZEMURRAY CHAIR ENDOWMENT FUND ARE TO EMPHASIZE TOTAL RETURN. SPECIFICALLY, THE PRIMARY OBJECTIVE IS TO EMPHASIZE LONG-TERM GROWTH OF PRINCIPAL WHILE AVOIDING EXCESSIVE RISK. SHORT-TERM VOLATILITY WILL BE TOLERATED IN AS MUCH AS IT IS CONSISTENT WITH THE VOLATILITY OF COMPARABLE CAPITAL MARKET BENCHMARKS. THE SECONDARY OBJECTIVE IS TO ACHIEVE RETURNS IN EXCESS OF THE RATE OF INFLATION PLUS SPENDING OVER THE INVESTMENT HORIZON IN ORDER TO PRESERVE THE PURCHASING POWER OF THE FUND'S ASSETS. RISK CONTROL IS AN IMPORTANT ELEMENT IN THE INVESTMENT OF THE FUND ASSETS. SUCH DISTRIBUTABLE FUNDS SHALL BE USED TO SUPPORT THE SALARY FOR THE POSITION OF BGR'S PRESIDENT AND CEO, WHICH POSITION SHALL HEREAFTER PERMANENTLY BEAR THE TITLE OF THE SAMUEL ZEMURRAY CHAIR IN RESEARCH LEADERSHIP IN ALL AND EVERY REFERENCE TO IT. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. BGR BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ANNUAL LUNCHEON EXPENSES 69,266. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ANNUAL LUNCHEON EXPENSES 69,266. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $135,650 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $87,949 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,701 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $50,489 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $18,777 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $135,650 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $87,949 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,701 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,489 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,777 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,266 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,565 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA MOWBRAY | ||||||||||||||
| PRESIDENT/CEO | $190,346 | $0 | $0 | $0 | $0 | $0 | $5,769 | $0 | $8,761 | $0 | $204,876 | $0 | $0 | $0 |
| STEPHEN B STUART | ||||||||||||||
| VP & RESEARCH DIRECTOR | $145,000 | $0 | $0 | $0 | $0 | $0 | $3,750 | $0 | $6,273 | $0 | $155,023 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH GARY LORIO. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH ANDREW LEE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH VANESSA CLAIBORNE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH LAMAR VILLERE. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH GRAHAM RALSTON. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH THOMAS LAVEIST. MERRITT LANE HAS A BUSINESS RELATIONSHIP WITH JENNIFER SCHNIDMAN. JENNIFER ROBERTS HAS A BUSINESS RELATIONSHIP WITH MERRITT LANE. |
| FORM 990, PART VI, SECTION A, LINE 6 | BGR HAS MEMBERS WHO PROVIDE FINANCIAL SUPPORT TO THE ORGANIZATION ALLOWING FOR THE ORGANIZATION TO PRESERVE ITS INDEPENDENCE. CONSISTENT WITH BGR'S BYLAWS, MEMBERS HAVE VOTING PRIVILEGES AT BGR'S ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | BGR HAS MEMBERS WHO PROVIDE FINANCIAL SUPPORT TO THE ORGANIZATION ALLOWING FOR THE ORGANIZATION TO PRESERVE ITS INDEPENDENCE. CONSISTENT WITH BGR'S BYLAWS, MEMBERS HAVE VOTING PRIVILEGES AT BGR'S ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE FINAL DRAFT OF FORM 990 BY BGR'S AUDITORS,THE PRESIDENT & CEO, REBECCA MOWBRAY, AND THE FINANCE COMMITTEE REVIEW THE FORM 990. COPIES ARE PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BGR HAS A CONFLICT OF INTEREST POLICY AND AN ETHICS POLICY STATEMENT IT REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO REVIEW AND ACKNOWLEDGE BY SIGNATURE. THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE OF ANY FINANCIAL INTEREST IN THE SUBJECT MATTER OF BGR'S RESEARCH AND REPORTING OR IN THE OPERATION OF ITS ORGANIZATION. THE ETHICS POLICY STATEMENT REQUIRES RECUSAL FOR REAL OR PERCEIVED CONFLICTS OF INTEREST AND PRESCRIBES THE PROCESS BY WHICH CONFLICTS ARE DISCLOSED, REPORTED, AND ADJUDICATED BY THE APPROPRIATE OFFICER OR STAFF MEMBER. IT ALSO IMPOSES THE DUTY OF CONFIDENTIALITY FOR INTERNAL INFORMATION AND PROHIBITS EMPLOYEE POLITICAL ACTIVITY. BGR IMPLEMENTED THESE POLICIES TO SAFEGUARD THE CREDIBILITY, OBJECTIVITY, INDEPENDENCE AND NONPARTISAN CHARACTERISTICS OF ITS WORK PRODUCT AND TO ENSURE THE HIGHEST LEVELS OF INTEGRITY IN ITS POLICY ANALYSIS AND RECOMMENDATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE SET THE COMPENSATION OF THE PRESIDENT & CEO BASED ON ADVICE OF THE EXECUTIVE COMMITTEE. THIS ADVICE IS BASED ON COMPARABLE DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS FORM 990 UPON REQUEST AND IT IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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