BUREAU OF GOVERNMENTAL RESEARCH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUREAU OF GOVERNMENTAL RESEARCH INC (EIN 72-0408914)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-30
- IRS object ID
- 202222739349300932
- Schema version
- 2021v4.2
- 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 | 2022-09-30T11:52:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-27 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $1,429,370 | 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 | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,820,945 | PYContributionsGrantsAmt |
| CY Contributions Grants | $800,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $463,405 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$972 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,283,378 | PYTotalRevenueAmt |
| CY Total Revenue | $878,189 | 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 | $913,041 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $896,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $133,062 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,157 | PYOtherExpensesAmt |
| CY Other Expenses | $231,422 | CYOtherExpensesAmt |
| PY Total Expenses | $1,116,198 | PYTotalExpensesAmt |
| CY Total Expenses | $1,128,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,167,180 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$249,873 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,259,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,956,722 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,239,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,926,829 | 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 | $768,732 | ExpenseAmt |
| Desc | MONITORING AND REPORTING ON LOCAL GOVERNMENT ISSUES: IN 2021, BGR REPORTED ON COMPLEX POLICY ISSUES INCLUDING: PROVIDING VOTERS WITH INDEPENDENT ANALYSIS OF PROPERTY TAX RENEWALS FOR JEFFERSON PARISH'S WATER AND SEWER SYSTEMS AND HOW THEY FIT INTO THE PARISH'S ABILITY TO FINANCE LONG-TERM SYSTEM NEEDS; ANALYZING THE NEW FRENCH QUARTER SECURITY TAX, HIGHLIGHTING CONCERNS ABOUT SPENDING PLANS AND THE EXCLUSION OF HOTEL ROOM RENTALS FROM THE TAX; AND UNCOVERING PENSION BENEFIT INCREASES BY THE CITY OF NEW ORLEANS DURING THE PANDEMIC. BGR'S REPORT, 'A RETREAT ON PENSION REFORM' IDENTIFIED THE IMPACTS AND RISKS OF THESE CHANGES ON THE PENSION SYSTEM AND TAXPAYERS. BGR ALSO ISSUED GUIDANCE FOR POLICYMAKERS AS THEY MAKE SPENDING DECISIONS FOR FEDERAL PANDEMIC RELIEF FUNDS FLOWING INTO OUR REGION. (CONTINUED ON SCH. O) BGR CONTINUES TO CLOSELY MONITOR THIS ISSUE, REITERATING BGR'S RECOMMENDATIONS FOR VISIONARY STRATEGIES TO OPTIMIZE THE USES OF THESE ONE-TIME FUNDS. BGR ALSO PROVIDED GUIDANCE TO VOTERS INCLUDING: INFORMING VOTERS ON THE NOVEMBER 13 SALES TAX PROPOSITION IN ST. TAMMANY PARISH TO FUND THE JAIL, COURTHOUSE AND OTHER PARISH RESPONSIBILITIES; AND THE DECEMBER 11 PROPOSITIONS TO EXTEND LIBRARY AND HOUSING TAXES IN NEW ORLEANS. IN 2021, BGR'S RESEARCH STAFF MONITORED MORE THAN 70 STATE AND LOCAL GOVERNMENT AGENCIES, INCLUDING THE NEW ORLEANS CITY COUNCIL AND ITS COMMITTEES. BGR ALSO MONITORED THE LOUISIANA LEGISLATURE TO IDENTIFY BILLS OF LOCAL SIGNIFICANCE. ONCE RESEARCH IS COMPLETED, BGR PURSUES IMPLEMENTATION OF RECOMMENDATIONS, SOMETIMES OVER THE COURSE OF MANY YEARS. IT DOES SO BY REVISITING ISSUES IN FOLLOW-UP PUBLICATIONS AND THROUGH OUTREACH AIMED AT THE PUBLIC, CITIZEN GROUPS, THE MEDIA AND PUBLIC OFFICIALS. BGR'S MOST RECENT ASSESSMENT OF ITS EFFECTIVENESS CONCLUDED THAT, OVER THE PRECEDING DECADE, POLICYMAKERS IMPLEMENTED BGR'S RECOMMENDATIONS TO SOME DEGREE IN 13 OUT OF 16 KEY AREAS OF CONCERN. ADDITIONAL INDICATORS OF BGR'S IMPACT INCLUDE NEWS ARTICLES AND REPORTS SPECIFICALLY MENTIONING BGR; NEWS ARTICLES AND REPORTS ON A TOPIC THAT HAVE BEEN BROUGHT TO THE PUBLIC'S ATTENTION BY BGR; HITS TO A REPORT ON BGR'S WEBSITE; SHARING AND COMMENTARY ON SOCIAL MEDIA PLATFORMS; AND REQUESTS TO SPEAK OR COMMENT ON A SUBJECT. IN 2021, BGR WAS MENTIONED 70 TIMES IN THE PRESS. SINCE 1938, BGR HAS BEEN HONORED BY THE GOVERNMENTAL RESEARCH ASSOCATION (GRA) FOR ITS WORK. IN 2021 BGR WAS RECOGNIZED BY ITS NATIONAL PEERS FOR THE 15TH YEAR IN A ROW, WHEN THE GRA BESTOWED NATIONAL RECOGNITION ON BGR, HONORING ITS UNIQUE FRAMEWORK FOR ANALYZING TAX PROPOSITIONS ON THE BALLOT, AND FOR BGR'S IMPACT IMPROVING THE INSPECTOR GENERAL SEARCH PROCESS. IN 2021, BGR WAS HONORED FOR DISTINGUISHED RESEARCH ON NEW ORLEANS' UNIQUE PUBLIC SCHOOL FUNDING FRAMEWORK AND FOR HOLDING LOCAL GOVERNMENTS ACCOUNTABLE FOR THIS FISCAL STEWARDSHIP DURING THE PANDEMIC. THE POPULATION SERVED BY THIS WORK INCLUDES JEFFERSON, ORLEANS, AND ST. TAMMANY PARISHES. BASED ON 2020 U.S. CENSUS DATA ESTIMATE, 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) |
|---|---|---|
| Desc | BREAKFAST BRIEFINGS: BGR'S BREAKFAST BRIEFINGS ARE PUBLIC FORUMS WHERE CITIZENS CAN HEAR FROM EXPERTS AND DECISION-MAKERS ON MAJOR PUBLIC POLICY ISSUES. THESE EVENTS FOSTER CITIZEN ENGAGEMENT AND AN INFORMED PUBLIC POLICY DIALOGUE, KEY COMPONENTS OF BGR'S MISSION AND ESSENTIAL INGREDIENTS FOR EFFECTIVE GOVERNMENT. IN 2021, BGR PRESENTED FOUR VIRTUAL BREAKFAST BRIEFINGS. THEY INCLUDED SUSAN BONNETT BOURGEOIS, PRESIDENT & CEO OF THE NORTHSHORE COMMUNITY FOUNDATION; MIKE COOPER, ST. TAMMANY PARISH PRESIDENT, AND CHRIS MASINGILL, CEO OF ST. TAMMANY CORPORATION, PROVIDING INSIGHTS ABOUT BALANCING QUALITY OF LIFE AND ECONOMIC DEVELOPMENT IN ST. TAMMANY PARISH. THE SECOND EVENT FEATURED NEWLY ELECTED CONGRESSMAN TROY CARTER OF LOUISIANA'S 2ND DISTRICT, FOLLOWED BY A FALL EVENT WITH PANELISTS MICHAEL (CONTINUED ON SCH. O) HECHT, PRESIDENT AND CEO OF GREATER NEW ORLEANS, INC; KIMBERLY J. LEWIS, SECRETARY OF REVENUE FOR THE STATE OF LOUISIANA; AND DR. JAMES RICHARDSON, PROFESSOR EMERITUS, LOUISIANA STATE UNIVERSITY. PANELISTS GAVE THEIR PERSPECTIVES ON LOUISIANA CONSTITUTIONAL AMENDMENTS AND WHAT SALES AND INCOME TAX CHANGES MEAN FOR RESIDENTS, BUSINESSES AND GOVERNMENT. THE FINAL EVENT FEATURED GOVERNOR JOHN BEL EDWARDS, WHO DISCUSSED KEY PRIORITIES FOR 2022 AND THE IMPACT OF NEW FEDERAL FUNDING. THIS SERIES BUILT UPON BGR'S CORE WORK OF MONITORING AND REPORTING, WHILE ENGAGING MORE THAN 250 CITIZENS AT EACH EVENT. THE BREAKFAST BRIEFING SERIES BRINGS PRESSING ISSUES DIRECTLY TO THE CITIZENS OF THE GREATER NEW ORLEANS AREA AND ALLOWS THEM TO ENGAGE WITH LEADERS AND DECISION-MAKERS. BGR INCREASES ACCESS TO THE EVENTS BY VIDEO RECORDING THE PRESENTATIONS AND POSTING THEM ONLINE FOLLOWING EACH BREAKFAST BRIEFING. THESE EVENTS ATTRACT MEDIA COVERAGE, FURTHER MAGNIFYING THE PLATFORM AND PUBLIC AWARENESS OF THE ISSUES DISCUSSED AND OF BGR'S WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE EXCELLENCE IN GOVERNMENT EVENT IS HELD EVERY OTHER YEAR. NO EXCELLENCE IN GOVERNMENT AWARDS WERE GIVEN IN 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $768,732 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 (33 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 |
|---|---|---|---|---|---|---|---|
| LUDOVICO FEOLI | |||||||
| PAST CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| H MERRITT LANE III | |||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NORMA GRACE | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAUREEN CLARY | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE P BANOS | |||||||
| ASSISTANT TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TARA ADAMS | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY L LORIO | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE ALBERT | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN G BRENNAN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM RALSTON | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA CLAIBORNE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER G HILL | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES WEST | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAKE J STANFILL | |||||||
| ASSISTANT SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARMAINE CACCIOPPI | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH N ENGELHARDT | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA SAWYER | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN W USDIN | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER ROBERTS | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA CHEN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS M FREEMAN | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GERSHANIK | |||||||
| EXECUTIVE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW R LEE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER M NEIL | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSIE HAYNES | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LAVEIST | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULEY T LEE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTY RIDDLEBARGER | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SCHNIDMAN | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SYRITA STEIB | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAMAR VILLERE | |||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY L GLOVINSKY | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $263,875 | $0 | $29,559 | ||
| STEPHEN B STUART | |||||||
| VP & RESEARCH DIRECTOR | 40.00 | $113,723 | $0 | $13,376 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $377,598 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,935 | 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 | $499,004 | MembershipDuesAmt |
| All Other Contributions | $301,614 | AllOtherContributionsAmt |
| Total Contributions | $800,618 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,762 | TotalRevenueColumnAmt |
| Exclusion | $179,762 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $448,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $551,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$102,191 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$102,191 | TotalRevenueColumnAmt |
| Exclusion | -$102,191 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $878,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $77,571 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,875 | TotalAmt |
| Program Services | $183,657 | ProgramServicesAmt |
| Management And General | $43,012 | ManagementAndGeneralAmt |
| Fundraising | $37,206 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,725 | TotalAmt |
| Program Services | $349,897 | ProgramServicesAmt |
| Management And General | $81,944 | ManagementAndGeneralAmt |
| Fundraising | $70,884 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,289 | TotalAmt |
| Program Services | $16,209 | ProgramServicesAmt |
| Management And General | $3,796 | ManagementAndGeneralAmt |
| Fundraising | $3,284 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,325 | TotalAmt |
| Program Services | $39,898 | ProgramServicesAmt |
| Management And General | $9,344 | ManagementAndGeneralAmt |
| Fundraising | $8,083 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,426 | TotalAmt |
| Program Services | $34,401 | ProgramServicesAmt |
| Management And General | $8,056 | ManagementAndGeneralAmt |
| Fundraising | $6,969 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,060 | TotalAmt |
| Management And General | $75,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,431 | TotalAmt |
| Program Services | $22,431 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322 | TotalAmt |
| Program Services | $302 | ProgramServicesAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,752 | TotalAmt |
| Program Services | $6,346 | ProgramServicesAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
| Fundraising | $203 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,092 | TotalAmt |
| Program Services | $24,526 | ProgramServicesAmt |
| Management And General | $783 | ManagementAndGeneralAmt |
| Fundraising | $783 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,374 | TotalAmt |
| Program Services | $52,052 | ProgramServicesAmt |
| Management And General | $1,661 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,120 | TotalAmt |
| Program Services | $7,120 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,170 | TotalAmt |
| Program Services | $8,620 | ProgramServicesAmt |
| Management And General | $275 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,636 | TotalAmt |
| Program Services | $4,358 | ProgramServicesAmt |
| Management And General | $139 | ManagementAndGeneralAmt |
| Fundraising | $139 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $13,612 | $13,612 | $0 | $0 |
| EVENT EXPENSES | $3,863 | $1,352 | $0 | $2,511 |
| MISCELLANEOUS | $2,680 | $1,776 | $57 | $847 |
| BANK FEES | $1,694 | $1,694 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,616 | TotalAmt |
| Program Services | $2,175 | ProgramServicesAmt |
| Management And General | $234 | ManagementAndGeneralAmt |
| Fundraising | $207 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,062 | TotalAmt |
| Program Services | $768,732 | ProgramServicesAmt |
| Management And General | $226,268 | ManagementAndGeneralAmt |
| Fundraising | $133,062 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,341 | BOYAmt |
| EOY | $649,253 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,459 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,560 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,604 | BOYAmt |
| EOY | $71,247 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,108 | BOYAmt |
| EOY | $19,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,695 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,201 | BOYAmt |
| EOY | $18,722 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,428,051 | BOYAmt |
| EOY | $10,198,068 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,259,324 | BOYAmt |
| EOY | $10,956,722 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,108 | BOYAmt |
| EOY | $29,393 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,608 | BOYAmt |
| EOY | $29,893 | 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 | $958,010 | BOYAmt |
| EOY | $860,076 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,281,706 | BOYAmt |
| EOY | $10,066,753 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,239,716 | BOYAmt |
| EOY | $10,926,829 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,259,324 | BOYAmt |
| EOY | $10,956,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$249,873 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $959,825 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$22,839 | 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 | $1,037,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,969,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $975,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,813,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,618 | CurrentTaxYearAmt |
| Total | $7,596,102 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,037,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,969,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $975,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,813,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,618 | CurrentTaxYearAmt |
| Total | $7,596,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,646,794 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,949,308 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $266,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,762 | CurrentTaxYearAmt |
| Total | $911,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,507,576 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,284 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41840 | 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 | $658 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $658 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,123,541 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,124,199 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $187,420 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,855 | 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 | $141,567 | CurrentYearMinus3Amt |
| Current Year Minus2 | $145,438 | CurrentYearMinus2Amt |
| Current Year Minus1 | $146,306 | CurrentYearMinus1Amt |
| Current Year | $187,420 | CurrentYearAmt |
| Total | $620,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $931,097 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,454 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,519 | CurrentYearMinus2Amt |
| Current Year Minus1 | $741 | CurrentYearMinus1Amt |
| Current Year | $658 | CurrentYearAmt |
| Total | $7,372 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,392 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,360 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,577 | CurrentYearMinus1Amt |
| Current Year | $46,855 | CurrentYearAmt |
| Total | $155,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $232,776 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,255,756 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,014,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$300,000 | OtherExpendituresAmt |
| End Year Balance | $10,570,290 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,604,261 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $590,744 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,745 | OtherExpendituresAmt |
| Administrative Expenses | $11,255 | AdministrativeExpensesAmt |
| End Year Balance | $5,096,005 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43800 | 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 | $74,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,973 | DepreciationAmt |
| Book Value | $18,722 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,722 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,893,242 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $959,825 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $78,067 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,037,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $855,350 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,839 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,839 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $878,189 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,206,129 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $78,067 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $78,067 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,128,062 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,128,062 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BGR'S ENDOWMENTS CONSIST OF DONOR RESTRICTED GNOF INVESTMENT POOL FUND AND THE JANET HOWARD CHAIR IN GOVERNMENTAL RESEARCH ENDOWMENT FUND (HOWARD CHAIR), AND THE BGR ENDOWMENT FUND CREATED BY BGR. 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. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY L GLOVINSKY | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $263,875 | 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 | $13,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,059 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $293,434 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUIS ZERVIGON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER BGR BOARD MEMBER IS A PART OWNER OF ORGANIZATION | RelationshipDescriptionTxt |
| Transaction | $22,393 | TransactionAmt |
| Transaction | CRESCENT CAPITAL RECEIVED $22,392.63 FOR MANAGING BGR'S 75TH ANNIVERSARY FUND, JHC ENDOWMENT FUND, AND ZEMURRAY FUND IN 2021. ONE OF BGR'S FORMER BOARD MEMBERS, LUIS ZERVIGON, IS A PART OWNER. LUIS ZERVIGON WAS NOT ON THE BOARD WHEN BGR ENTERED INTO THE RELATIONSHIP. THE FINANCIAL ADVISOR WAS CHOSEN THROUGH AN ARMS-LENGTH PROCESS UTILIZING AN RFP/RFQ. THE BOARD MEMBER'S TERM EXPIRED AT THE END OF 2016. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 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. ANNE BANOS HAS A BUSINESS RELATIONSHIP WITH HUNTER HILL. |
| FORM 990, PART VI, SECTION A, LINE 2 | HUNTER HILL IS MARKET PRESIDENT OF AN ENTITY THAT HAS OCCASSIONAL BUSINESS RELATIONSHIPS WITH LUDOVICO FEOLI, LOUIS FREEMAN, MELISSA SAWYER, & STEVE USDIN. JENNIFER ROBERTS HAS AN OCCASIONAL BUSINESS RELATIONSHIP WITH MERRITT LANE, A TRUSTEE OF BCM, AN ORGANIZATION THAT PROVIDES FUNDING TO AGENDA FOR CHILDREN. JENNIFER ROBERTS SERVES AS PRESIDENT OF AGENDA FOR CHILDREN. |
| 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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