GARRISON INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GARRISON INSTITUTE (EIN 01-0597067)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349319087
- 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 | 2023-11-14T22:14:29-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 010597067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARRISON INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARR | BusinessNameControlTxt |
| Phone | 8454244800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 532 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN FP ROSE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8454244800 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | FP ROSE | 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 | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | JONATHAN FP ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 532 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,582,995 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GARRISONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,380,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,271,692 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $388,551 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,289,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16 | PYInvestmentIncomeAmt |
| CY Investment Income | $6 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,894 | PYOtherRevenueAmt |
| CY Other Revenue | $21,693 | CYOtherRevenueAmt |
| PY Total Revenue | $2,779,160 | PYTotalRevenueAmt |
| CY Total Revenue | $3,582,995 | 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 | $1,256,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,220,140 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $274,541 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,178,183 | PYOtherExpensesAmt |
| CY Other Expenses | $2,037,539 | CYOtherExpensesAmt |
| PY Total Expenses | $2,434,966 | PYTotalExpensesAmt |
| CY Total Expenses | $3,257,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $344,194 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $325,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $591,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $552,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $552,611 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $363,984 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,308,126 | ExpenseAmt |
| Revenue | $1,003,864 | RevenueAmt |
| Desc | THE RETREAT CENTER AT GARRISON INSTITUTE REOPENED FULLY FOR IN PERSON RETREATS AFTER THE FIRST QUARTER 2022. DURING THE REMAINDER OF THE YEAR THE INSTITUTE HOSTED 25 RETREATS AND EVENTS WITH MANY SPIRITUAL MASTER TEACHERS WHO WORK IS FOCUSED ON EXPLORING THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. THE INSTITUTE HOSTED SEVERAL THOUSAND ATTENDEES TO ATTEND MOSTLY LARGER AND LONGER OFFERINGS. THE RETREAT CENTER MODEL ALSO SHIFTED TO INCLUDE MANAGING AND ABSORING THE BUILDING EXPENSES INCLUDING FULL MAINTENANCE, HOUSEKEEPING, UTILITIES AND OTHER RELATED COSTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,044 | ExpenseAmt |
| Revenue | $219,200 | RevenueAmt |
| Desc | THE CONTEMPLATIVE BASED RESILIENCE PROGRAM (CBR) OFFERS RESILENCE TRAINING IN MIND-BODY CONTEMPLATIVE PRACTICES TO SUPPORT THE WELL-BEING OF HELPING PROFESSIONALS SUCH AS HEALTH CARE WORKERS, SOCIAL WORKERS, HUMANITARIAN STAFF, AND OTHERS. ONE OF THE FIRST PROGRAMS OF ITS KIND, CBR OFFERS EVIDENCE-BASED TOOLS TO DEEPEN SELF-AWARENESS AND SELF-CARE, SO ATTENDEES CAN "BE WELL TO SERVE WELL." THIS GIVES FRONT LINE WORKERS THE PRACTICAL SKILLS TO IMPROVE THEIR ABILITY TO MANAGE CHRONIC STRESS AND BURNOUT WHILE CONTINUING TO SERVER THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $231,801 | ExpenseAmt |
| Desc | THE GARRISON INSTITUTE FELLOWSHIP PROGRAM COMPLETED ITS FIRST FULL TWO-YEAR COHORT IN THE FALL OF 2022. THIS COHORT OF 11 FELLOWS INCLUDED ACTIVISTS, RESEARCHERS, HEALERS, ARTISTS AND TRAUMA-INFORMED CAREGIVERS. THEY REPRESENT THE NEXT GENERATION OF CONTEMPLATIVE TEACHERS REPRESENTING A DIVERSE LEADERSHIP IN THE MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE. THE FELLOWSHIP OFFERED A SERIES OF ONLINE VIRTUAL FORUMS AND RETREATS CREATING A NEW REVENUE STREAM FOR THE FELLOWS WHILE EXPANDING THEIR TEACHER ABILITIES AND OFFERINGS IN THE FIELD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $279,439 | ExpenseAmt |
| Revenue | $66,540 | RevenueAmt |
| Desc | OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $279,439 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $66,540 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,088,410 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | 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 | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | DC | 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 | ME | 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 | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | TX | 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 | JEANNE JOHNSON THE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454244800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 532 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 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 |
|---|---|---|---|---|---|---|---|
| JONATHAN FP ROSE | |||||||
| BOARD CHAIR/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA CALTHORPE ROSE | |||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL SIEGEL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN WIESNER | |||||||
| BOARD MEMBER/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE ENGLERT | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $124,804 | $0 | $26,420 | Yes (X) | ||
| ANTHONY CISNEROS | |||||||
| DIRECTOR, PPH PROGRAM | 40.00 | $121,350 | $0 | $6,814 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $246,154 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,234 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | CompensationCompensationAmt |
|---|---|---|---|---|
| INTERIM EXECUTIVE SOLUTIONS | ||||
| 1188 BEACON ST UNIT B | NEWTON | MA | 02461 | $149,062 |
| DAREL FROST | ||||
| 27 E 124TH ST APT 4D | NEW YORK | NY | 10035 | $107,550 |
| DEVELOPMENT GUILD | ||||
| ONE BOSTON PLACE STE 2600 | BOSTON | MA | 02108 | $100,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $342,520 | GovernmentGrantsAmt |
| All Other Contributions | $1,929,172 | AllOtherContributionsAmt |
| Total Contributions | $2,271,692 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 900099 | $1,070,404 | $1,070,404 |
| OTHER PROGRAM REVENUE | 900099 | $219,200 | $219,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,289,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6 | TotalRevenueColumnAmt |
| Exclusion | $6 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,200 | 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 | $1,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,200 | TotalRevenueColumnAmt |
| Exclusion | $1,200 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,493 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,493 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,582,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,310,097 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,206 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,206 | TotalAmt |
| Program Services | $430,258 | ProgramServicesAmt |
| Management And General | $219,481 | ManagementAndGeneralAmt |
| Fundraising | $87,467 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,463 | TotalAmt |
| Program Services | $6,690 | ProgramServicesAmt |
| Management And General | $3,413 | ManagementAndGeneralAmt |
| Fundraising | $1,360 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,521 | TotalAmt |
| Program Services | $70,828 | ProgramServicesAmt |
| Management And General | $320,288 | ManagementAndGeneralAmt |
| Fundraising | $14,405 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,950 | TotalAmt |
| Program Services | $38,490 | ProgramServicesAmt |
| Management And General | $19,635 | ManagementAndGeneralAmt |
| Fundraising | $7,825 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,990 | TotalAmt |
| Program Services | $3,119 | ProgramServicesAmt |
| Management And General | $7,482 | ManagementAndGeneralAmt |
| Fundraising | $4,389 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,423 | TotalAmt |
| Program Services | $13,198 | ProgramServicesAmt |
| Management And General | $31,655 | ManagementAndGeneralAmt |
| Fundraising | $18,570 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,661 | TotalAmt |
| Program Services | $49,845 | ProgramServicesAmt |
| Management And General | $119,301 | ManagementAndGeneralAmt |
| Fundraising | $83,515 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,062 | TotalAmt |
| Program Services | $23,536 | ProgramServicesAmt |
| Management And General | $4,895 | ManagementAndGeneralAmt |
| Fundraising | $3,631 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,344 | TotalAmt |
| Program Services | $399,793 | ProgramServicesAmt |
| Management And General | $23,517 | ManagementAndGeneralAmt |
| Fundraising | $47,034 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,150 | TotalAmt |
| Program Services | $254,590 | ProgramServicesAmt |
| Management And General | $1,310 | ManagementAndGeneralAmt |
| Fundraising | $1,250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,193 | TotalAmt |
| Program Services | $2,193 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,788 | TotalAmt |
| Program Services | $48,774 | ProgramServicesAmt |
| Management And General | $3,127 | ManagementAndGeneralAmt |
| Fundraising | $1,887 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM COST | $652,786 | $651,622 | $1,164 | |
| COMMUNICATIONS | $155,962 | $16,450 | $137,492 | $2,020 |
| HOUSEKEEPING | $48,333 | $48,333 | ||
| ALL OTHER EXPENSES | $33,847 | $30,691 | $1,968 | $1,188 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,257,679 | TotalAmt |
| Program Services | $2,088,410 | ProgramServicesAmt |
| Management And General | $894,728 | ManagementAndGeneralAmt |
| Fundraising | $274,541 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,313 | BOYAmt |
| EOY | $161,954 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,717 | BOYAmt |
| EOY | $106,028 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,430 | BOYAmt |
| EOY | $344,632 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,820 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,115,930 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $811,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,825 | BOYAmt |
| EOY | $303,981 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,105 | BOYAmt |
| EOY | $916,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,297 | BOYAmt |
| EOY | $474,576 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,620 | BOYAmt |
| EOY | $78,035 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,520 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,437 | BOYAmt |
| EOY | $552,611 | 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 | -$102,287 | BOYAmt |
| EOY | $211,484 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,955 | BOYAmt |
| EOY | $152,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,668 | BOYAmt |
| EOY | $363,984 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,105 | BOYAmt |
| EOY | $916,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $325,316 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,150,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $895,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,589,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,380,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,271,692 | CurrentTaxYearAmt |
| Total | $8,287,676 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,670,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,094,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,289,604 | CurrentTaxYearAmt |
| Total | $9,643,260 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,820,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,990,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,789,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,769,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,561,296 | CurrentTaxYearAmt |
| Total | $17,930,936 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $697,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $496,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,053,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,010,029 | CurrentTaxYearAmt |
| Total | $3,694,166 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $697,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $496,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,053,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,010,029 | CurrentTaxYearAmt |
| Total | $3,694,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,236,770 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,206 | CurrentTaxYearAmt |
| Total | $32,095 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,206 | CurrentTaxYearAmt |
| Total | $32,095 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,493 | CurrentTaxYearAmt |
| Total | $32,486 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,843,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,997,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,792,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,779,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,582,995 | CurrentTaxYearAmt |
| Total | $17,995,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83760 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00260 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,955 | BeginningYearBalanceAmt |
| Contributions | $137,500 | ContributionsAmt |
| Other Expenditures | $125,955 | OtherExpendituresAmt |
| End Year Balance | $152,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,377 | BeginningYearBalanceAmt |
| Contributions | $150,561 | ContributionsAmt |
| Other Expenditures | $39,983 | OtherExpendituresAmt |
| End Year Balance | $140,955 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,828 | BeginningYearBalanceAmt |
| Contributions | $33,693 | ContributionsAmt |
| Other Expenditures | $79,144 | OtherExpendituresAmt |
| End Year Balance | $30,377 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,000 | BeginningYearBalanceAmt |
| Contributions | $75,828 | ContributionsAmt |
| Other Expenditures | $45,000 | OtherExpendituresAmt |
| End Year Balance | $75,828 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,000 | BeginningYearBalanceAmt |
| Contributions | $45,000 | ContributionsAmt |
| Other Expenditures | $45,000 | OtherExpendituresAmt |
| End Year Balance | $45,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $524,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,659 | DepreciationAmt |
| Book Value | $252,427 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $488,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $436,616 | DepreciationAmt |
| Book Value | $51,554 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,674 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $303,981 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,982,995 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $400,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $400,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,582,995 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,582,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,657,679 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $400,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $400,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,257,679 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,257,679 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE REPORTS GIFTS OF CASH AND OTHER ASSETS AS SUPPORT WITH DONOR RESTRICTIONS IF THEY ARE RECEIVED WITH DONOR IMPOSED RESTRICTIONS THAT LIMIT THE USE OF THE DONATED ASSETS. WHEN A DONOR RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME RESTRICTION ENDS OR PURPOSE RESTRICTION IS ACCOMPLISHED, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS. THE BALANCE IN THE INSTITUTE'S NET ASSETS WITH DONOR RESTRICTIONS HAVE TIME AND PURPOSE RESTRICTIONS AND WILL BE USED TO FUND THE INSTITUTE'S MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE ENGLERT | PersonNm |
| Title | CHIEF OPERATIONS OFFICER | TitleTxt |
| Base Compensation Filing Org | $124,804 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $480 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $25,940 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,224 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III - LINE 1 | THE MISSION OF THE GARRISON INSTITUTE IS TO APPLY THE WISDOM THAT ARISES FROM CONTEMPLATION AND INSIGHTS DERIVED FROM SCIENCE TO TODAY'S PRESSING SOCIAL AND ENVIRONMENTAL ISSUES TO CREATE A MORE COMPASSIONATE AND RESILIENT FUTURE. WE ENVISION A WORLD IN WHICH THE RECOGNITION OF INTERDEPENDENCE AND THE VITAL IMPORTANCE OF ALTRUISM CULTIVATED BY CONTEMPLATION AND SUPPORTED BY SCIENCE GENERATES SYSTEMIC SOCIAL AND ENVIRONMENTAL CHANGE. THE GARRISON INSTITUTE HOSTS SELECT RETREATS WITH PEOPLE FROM AROUND THE WORLD THAT ARE LED BY NOTED CONTEMPLATIVE MASTERS AND TEACHERS. THE GARRISON INSTITUTE CONDUCTS PROGRAMMATIC INITIATIVES IN THE AREAS OF 1) CONTEMPLATIVE BASED RESILIENCE WORKING WITH FRONT LINE WORKS, INCLUDING SOCIAL WORKERS AND HUMANITARIAN AID WORKERS TO PROVIDE TOOLS TO MANAGE VICARIOUS TRAUMA.2) PATHWAYS TO PLANETARY HEALTH WHICH EXPLORES AND PROMOTES A REGENERATIVE PARADIGM THAT NURTURES THE HEALTH OF THE WHOLE, SIMULTANEOUSLY OPTIMIZING HUMAN-WELL-BEING AND PRESERVING THE BIOSPHERE. 3) THE GARRISON INSTITUTE FELLOWSHIP, A CONTEMPLATIVE-BASED LEADERSHIP TRAINING PROGRAM GROUNDED BY FOUR CORE PILLARS: AWARENESS-BASED CONTEMPLATIVE WISDOM, THE SCIENCE OF INTERCONNECTION, GENERATIVE ACTION, AND COLLECTIVE HEALING. 4) THE COMPASSION AND LEADERSHIP IN FINANCE (CLIF) PROGRAM WHO FOCUSES ON WORKING WITH THOSE IN THE FINANCIAL INDUSTRY TO UNLOCK AND STRENGTHEN COMPASSIONATE LEADERSHIP SKILLS AND COMPETENCES. THUS TRANSFORMING THE SECTOR INTO A FORCE FOR GOOD. |
| FORM 990, PART VI, SECTION A, LINE 2 | JONATHAN F.P. ROSE AND DIANA CALTHORPE-ROSE, BOTH OF WHOM ARE CO-FOUNDERS OF THE INSTITUTE, ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL UPDATE AND REVIEW OF THE CONFLICT-OF-INTEREST DISCLOSURES ARE CONDUCTED BY THE INSTITUTE. BOARD MEMBERS MUST DISCLOSE POTENTIAL CONFLICTS AS SOON AS THEY BECOME AWARE OF THEM. ALL POTENTIAL CONFLICTS ARE ADDRESSED BY THE BOARD IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE INSTITUTE UTILIZES AN INDEPENDENT CONSULTING FIRM WHO PROVIDES COMPARABILITY DATA FOR THE CEO'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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