FOREIGN POLICY RESEARCH INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOREIGN POLICY RESEARCH INSTITUTE (EIN 23-1731998)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202213119349303741
- 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 | 2022-11-07T16:17:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | 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 | 231731998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREIGN POLICY RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE C BURGWIN | PersonNm |
| Person Title | ASST. TREASURER/DIR. FINANCE | PersonTitleTxt |
| Phone | 2157323774 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | BURGWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A LOUGHERY | PreparerPersonNm |
| PTIN | P01603932 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL FLYNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,262,376 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FPRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON U.S. FOREIGN POLICY | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,104,246 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,013,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $270,747 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $216,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $691 | PYInvestmentIncomeAmt |
| CY Investment Income | $519 | CYInvestmentIncomeAmt |
| PY Other Revenue | $57,334 | PYOtherRevenueAmt |
| CY Other Revenue | $32,064 | CYOtherRevenueAmt |
| PY Total Revenue | $2,433,018 | PYTotalRevenueAmt |
| CY Total Revenue | $3,262,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,085 | 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 | $1,247,531 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,132,209 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $253,669 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,100,932 | PYOtherExpensesAmt |
| CY Other Expenses | $1,211,279 | CYOtherExpensesAmt |
| PY Total Expenses | $2,354,548 | PYTotalExpensesAmt |
| CY Total Expenses | $2,343,488 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,470 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $918,888 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,497,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,361,438 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $204,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $148,431 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,293,048 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,213,007 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOREIGN POLICY RESEARCH INSTITUTE (FPRI) IS DEDICATED TO PRODUCING THE HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON CRUCIAL FOREIGN POLICY AND NATIONAL SECURITY CHALLENGES FACING THE UNITED STATES. WE EDUCATE THOSE WHO MAKE AND INFLUENCE POLICY, AS WELL AS THE PUBLIC AT LARGE, THROUGH THE LENS OF HISTORY, GEOGRAPHY, AND CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,515,871 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $31,800 | RevenueAmt |
| Desc | RESEARCH: FPRI IS DEDICATED TO PRODUCING THE HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON CRUCIAL FOREIGN POLICY AND NATIONAL SECURITY CHALLENGES FACING THE UNITED STATES. WE EDUCATE THOSE WHO MAKE AND INFLUENCE POLICY, AS WELL AS THE PUBLIC AT LARGE, THROUGH THE LENS OF HISTORY, GEOGRAPHY, AND CULTURE. FPRI HAS SIX MAIN RESEARCH PROGRAMS: AMERICA AND THE WEST, EAST ASIA, EURASIA, THE MIDDLE EAST, NATIONAL SECURITY, AND THE FOREIGN INTERFERENCE IN THE 2020 ELECTION PROJECT (FIE 2020), WHICH TRACKS AND ANALYZES FOREIGN INVOLVEMENT AND INFLUENCE IN THE 2020 U.S. ELECTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,161 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $116,545 | RevenueAmt |
| Desc | LECTURES & SEMINARS: FPRI HOSTS NUMEROUS EVENTS THROUGHOUT THE YEAR, SUCH AS BRIEFINGS, BOOK TALKS, AND LECTURES ON ALL ASPECTS OF FOREIGN AFFAIRS AND NATIONAL SECURITY. THESE LECTURES AND SEMINARS INCLUDE REGULAR SERIES IN PHILADELPHIA AND ITS SUBURBS, PRINCETON, NEW YORK CITY, MIAMI, AND WASHINGTON, DC; ANNUAL LECTURES, SUCH AS THE GINSBURG-SATELL LECTURE ON AMERICAN IDENTITY AND CHARACTER, AND THE TEMPLETON LECTURE ON RELIGION AND WORLD AFFAIRS; AND SPECIAL, PARTNERS-ONLY EVENTS, SUCH AS THE ANNUAL CHAMPAGNE BRUNCH AND THE FPRI ANNUAL DINNER DURING WHICH THE BENJAMIN FRANKLIN AWARD FOR PUBLIC SERVICE IS AWARDED TO A STATESMAN, SCHOLAR, OR SOLDIER WHO BEST EMBODIES THE IDEALS OF FPRI. PAST AWARDEES INCLUDE HENRY KISSINGER, ROBERT D. KAPLAN, GENERAL JAMES MATTIS, GENERAL MICHAEL HAYDEN, ASH CARTER, AND GENERAL H.R. MCMASTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $132,070 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $100,042 | RevenueAmt |
| Desc | PUBLICATIONS: FPRI SPONSORS AND PUBLISHES A WIDE ARRAY OF ARTICLES, PAPERS, BOOKS, E-BOOKS, AND OTHER PUBLICATIONS FOR POLICYMAKERS, EDUCATORS, AND THE GENERAL PUBLIC. THESE INCLUDE: ORBIS: FPRI'S JOURNAL OF WORLD AFFAIRS, AS WELL AS REGULAR ANALYSIS AND LONGER SPECIAL REPORTS ON INTERNATIONAL AFFAIRS AND NATIONAL SECURITY. FPRI ALSO PROVIDES ACCESS TO AND DISTRIBUTES AUDIO-VISUAL MATERIALS, INCLUDING PODCASTS ON MEDIA AND STREAMING SERVICES SUCH AS ITUNES AND SPOTIFY, AND SHORT TOPICAL VIDEOS AND RECORDINGS OF PAST EVENTS ON FPRI'S YOUTUBE CHANNEL. FPRI'S RESEARCH PROGRAMS ALSO PUBLISH SPECIAL REPORTS AND MULTIMEDIA PRODUCTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,592 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION: THE HISTORICAL LITERACY PROJECT: IN 2019, FPRI LAUNCHED THE HISTORICAL LITERACY PROJECT TO DEVELOP A WORLD HISTORY CURRICULUM THAT BRINGS HISTORIANS' DEBATES INTO HIGH SCHOOL CLASSROOMS. THE CURRICULUM EMPHASIZES LITERACY AND CRITICAL ANALYSIS AND MAKES RIGOROUS SCHOLARLY MATERIALS ACCESSIBLE TO HIGH SCHOOL STUDENTS IN DIVERSE SCHOOL SETTINGS. IN EACH LESSON, MATERIALS FROM HISTORIANS' BOOKS AND ESSAYS ARE PRESENTED AS BRIEF TEXTS. STUDENTS RECEIVE A CENTRAL QUESTION AND EXAMPLES OF AT LEAST TWO COMPETING ANSWERS PROPOSED BY HISTORIANS. THE UNITS INVITE STUDENTS TO READ CLOSELY, EXPLORE COMPELLING QUESTIONS IN WORLD HISTORY, AND ANALYZE COMPETING HISTORICAL ARGUMENTS AND EVIDENCE. THE CURRICULUM HAS BEEN TESTED EXPERIMENTALLY AND IN CLASSROOMS WITH OVER 350 STUDENTS. IT IS PEDAGOGICALLY ROBUST, CLASSROOM-READY, AND EASILY ADAPTABLE FOR DIVERSE CLASSROOMS AND ONLINE TEACHING. THE CURRICULUM IS PAIRED WITH LEARNING SESSIONS FOR HIGH SCHOOL HISTORY TEACHERS. THESE SESSIONS RANGE FROM 60-MINUTE LIVE AND RECORDED WEBINARS TO 2 TO 3-DAY LIVE WORKSHOPS WITH FOLLOW-UP CLASSROOM APPLICATIONS. THESE SESSIONS SUPPORT TEACHERS INTERESTED IN TEACHING WITH THE HISTORICAL LITERACY CURRICULUM.CIVIC EDUCATION: BUILDING ON TWENTY YEARS OF WORK WITH HIGH SCHOOL TEACHERS, FPRI'S EDUCATION PROGRAM PROVIDES CIVIC EDUCATION TO STUDENTS. THIS PROGRAM INCLUDES PARTNERSHIPS WITH LOCAL SCHOOLS AND THE DEVELOPMENT OF MATERIALS AIMED AT SCHOOL AUDIENCES THAT ENRICH YOUNG PEOPLE'S UNDERSTANDING OF THE INSTITUTIONS AND IDEAS THAT SHAPE AMERICAN POLITICAL LIFE. THROUGH MULTIMEDIA PRIMERS AND EDUCATIONAL SIMULATIONS THAT TEACH STUDENTS ABOUT THE FOUNDING OF OUR COUNTRY AND ITS INSTITUTIONS, FPRI IS PLAYING AN IMPORTANT ROLE IN EDUCATING THE NEXT GENERATION OF CITIZENS NOT ONLY IN PHILADELPHIA BUT NATIONALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,592 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,778,694 | 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 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET SUITE 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CAROL FLYNN | |||||||
| PRESIDENT | 35.00 | Yes (X) | $221,094 | $0 | $0 | ||
| ROBERT KAPLAN | |||||||
| CHAIR OF GEOPOLITICS | 35.00 | $134,800 | $0 | $0 | Yes (X) | ||
| AARON STEIN | |||||||
| DIRECTOR OF RESEARCH | 35.00 | $120,417 | $0 | $6,021 | Yes (X) | ||
| GEORGE C BURGWIN | |||||||
| ASST. TREASURER/DIR. OF FINANCE | 35.00 | Yes (X) | $106,047 | $0 | $5,793 | ||
| ELI S GILMAN | |||||||
| SECRETARY/VP OPERATIONS/COO | 35.00 | Yes (X) | $90,707 | $0 | $12,666 | ||
| ROBERT L FREEDMAN | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DEVON CROSS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HON DOV S ZAKHEIM | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARSHALL W PAGON | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES H AVERILL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| J MICHAEL BARRON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AMB ADRIAN A BASORA | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD L BERKMAN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| EDWARD T BISHOP | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GWEN BOROWSKY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RUTH BRAMSON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT E CARR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LARRY CEISLER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AHMED CHARAI | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WINSTON J CHURCHILL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GERARD CUDDY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER DACHOWSKI | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH FIELD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES H GATELY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN H GOLDBERG | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN R HAINES | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HON JOHN HILLEN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES T HITCH III | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DONALD R KARDON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARINA KATS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LAURA LAROSA | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MURRAY S LEVIN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ALAN H LUXENBERG | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID MARSHALL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES MEYER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RONALD J NAPLES | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL NOVAKOVIC | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| EDWARD O'CONNOR | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES M PAPADA III | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN S PHILLIPS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN W PIASECKI | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AMB CHARES A RAY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| EILEEN ROSENAU | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ADELE K SCHAEFFER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HILLARD R TORGERSON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LEE WOOLLEY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT A FOX | |||||||
| TRUSTEE TO MAY 2021 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HON JOHN F LEHMAN | |||||||
| TRUSTEE TO NOV 2021 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GEN HR MCMASTER | |||||||
| TRUSTEE TO NOV 2021 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $673,065 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,480 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR WALDRON | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAPLE HILL ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH | ServicesDesc |
| Compensation | $153,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,013,206 | AllOtherContributionsAmt |
| Noncash Contributions | $142,075 | NoncashContributionsAmt |
| Total Contributions | $3,013,206 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIPS & PARTNERS | 928120 | $109,947 | $109,947 |
| PUBLICATIONS | 511120 | $100,042 | $100,042 |
| LECTURES & SEMINARS | 713990 | $6,598 | $6,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $216,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $519 | TotalRevenueColumnAmt |
| Exclusion | $519 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,800 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $264 | TotalRevenueColumnAmt |
| Exclusion | $264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $264 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,262,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $248,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $783 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,307 | TotalAmt |
| Program Services | $174,112 | ProgramServicesAmt |
| Management And General | $153,712 | ManagementAndGeneralAmt |
| Fundraising | $108,483 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,937 | TotalAmt |
| Program Services | $480,424 | ProgramServicesAmt |
| Management And General | $20,244 | ManagementAndGeneralAmt |
| Fundraising | $75,269 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,295 | TotalAmt |
| Program Services | $14,335 | ProgramServicesAmt |
| Management And General | $461 | ManagementAndGeneralAmt |
| Fundraising | $499 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,129 | TotalAmt |
| Program Services | $22,089 | ProgramServicesAmt |
| Management And General | $2,050 | ManagementAndGeneralAmt |
| Fundraising | $6,990 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,541 | TotalAmt |
| Program Services | $49,597 | ProgramServicesAmt |
| Management And General | $11,409 | ManagementAndGeneralAmt |
| Fundraising | $12,535 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,278 | TotalAmt |
| Program Services | $21,429 | ProgramServicesAmt |
| Management And General | $14,705 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,785 | TotalAmt |
| Program Services | $1,645 | ProgramServicesAmt |
| Management And General | $1,129 | ManagementAndGeneralAmt |
| Fundraising | $11 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,916 | TotalAmt |
| Program Services | $22,422 | ProgramServicesAmt |
| Management And General | $598 | ManagementAndGeneralAmt |
| Fundraising | $4,896 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,786 | TotalAmt |
| Program Services | $32,429 | ProgramServicesAmt |
| Management And General | $16,842 | ManagementAndGeneralAmt |
| Fundraising | $515 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,699 | TotalAmt |
| Program Services | $28,005 | ProgramServicesAmt |
| Management And General | $18,336 | ManagementAndGeneralAmt |
| Fundraising | $3,358 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,038 | TotalAmt |
| Program Services | $77,428 | ProgramServicesAmt |
| Management And General | $32,062 | ManagementAndGeneralAmt |
| Fundraising | $23,548 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,011 | TotalAmt |
| Program Services | $21,066 | ProgramServicesAmt |
| Management And General | $945 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,579 | TotalAmt |
| Program Services | $24,572 | ProgramServicesAmt |
| Management And General | $701 | ManagementAndGeneralAmt |
| Fundraising | $306 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,776 | TotalAmt |
| Program Services | $5,183 | ProgramServicesAmt |
| Management And General | $3,558 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,079 | TotalAmt |
| Program Services | $9,497 | ProgramServicesAmt |
| Management And General | $6,518 | ManagementAndGeneralAmt |
| Fundraising | $64 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIA & STIPENDS | $823,535 | $790,127 | $16,729 | $16,679 |
| FINANCE CHARGES | $5,662 | $3,792 | $1,852 | $18 |
| SUBS. & MEMBERSHIPS | $801 | $801 | ||
| RECRUITING | $300 | $226 | $41 | $33 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,859 | TotalAmt |
| Program Services | $316 | ProgramServicesAmt |
| Management And General | $8,257 | ManagementAndGeneralAmt |
| Fundraising | $286 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,343,488 | TotalAmt |
| Program Services | $1,778,694 | ProgramServicesAmt |
| Management And General | $311,125 | ManagementAndGeneralAmt |
| Fundraising | $253,669 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,144 | BOYAmt |
| EOY | $1,156,783 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,543 | BOYAmt |
| EOY | $522,158 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,547 | BOYAmt |
| EOY | $596,545 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,927 | BOYAmt |
| EOY | $31,887 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,594 | BOYAmt |
| EOY | $28,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $165,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $160,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,894 | BOYAmt |
| EOY | $5,118 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,185 | BOYAmt |
| EOY | $15,059 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,455 | BOYAmt |
| EOY | $5,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,289 | BOYAmt |
| EOY | $2,361,438 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,942 | BOYAmt |
| EOY | $93,336 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,299 | BOYAmt |
| EOY | $55,095 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,241 | BOYAmt |
| EOY | $148,431 | 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 | $140,000 | BOYAmt |
| EOY | $716,773 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,048 | BOYAmt |
| EOY | $1,496,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,293,048 | BOYAmt |
| EOY | $2,213,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,289 | BOYAmt |
| EOY | $2,361,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $918,888 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,071 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,271,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,616,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,998,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,104,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,013,206 | CurrentTaxYearAmt |
| Total | $11,003,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,271,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,616,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,998,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,104,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,013,206 | CurrentTaxYearAmt |
| Total | $11,003,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,537,176 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,466,210 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $519 | CurrentTaxYearAmt |
| Total | $13,541 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264 | CurrentTaxYearAmt |
| Total | $8,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,025,807 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,809,392 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 1,150. 2018 AMOUNT: $ 3,871. 2019 AMOUNT: $ 30. 2020 AMOUNT: $ 2,992. 2021 AMOUNT: $ 264. MERCHANDISE REVENUE - 2018 AMOUNT: $ 573. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,185 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,874 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,059 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,327 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,858 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,185 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,327 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,327 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,522 | DepreciationAmt |
| Book Value | $5,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,118 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,263,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,071 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,071 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,262,201 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $175 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $175 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,262,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,343,313 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,343,313 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $175 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $175 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,343,488 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS INTENDED TO BE USED FOR SCHOLARSHIPS AND TO SUPPORT GENERAL OPERATIONS OF THE INSTITUTE. |
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND APPLICABLE STATE LAW. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE INSTITUTE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS, NOR IS IT AWARE OF ANY OF ITS ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE INSTITUTE FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS, AS MANAGEMENT HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS IN 2021. THE INSTITUTE'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL FLYNN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $201,094 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $221,094 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S BONUS IS REPORTED ON SCH. J, PART II, COLUMN B(II) AND IS SET BY THE COMPENSATION COMMITTEE ACCORDING TO FULFILLMENT OF AGREED-UPON GOALS. THE DELIBERATION AND FINAL DETERMINATION OF THE BONUS IS TIMELY DOCUMENTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $142,075 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF TRUSTEES MAY DESIGNATE AND APPOINT AN EXECUTIVE COMMITTEE OF FIVE OR MORE TRUSTEES, WHICH MAY EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE CORPORATION; PROVIDED THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF TRUSTEES TO ELECT OR REMOVE TRUSTEES, TO ELECT OR REMOVE OFFICERS, TO ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION, OR TO AMEND THE CERTIFICATE OF INCORPORATION OR THE BY-LAWS OF THE CORPORATION. THE COMMITTEE WAS NOT CALLED UPON TO ACT SEPARATELY DURING 2021. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENTARY. THE VERSION OF THE FORM 990 PREPARED FOR ELECTRONIC FILING IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR FINAL REVIEW BEFORE E-FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST CERTIFICATIONS ARE REQUESTED FROM TRUSTEES AND OTHER OFFICERS AT THE BEGINNING OF EACH CALENDAR YEAR. MANAGEMENT PROVIDES COPIES OF: 1) THE CONFLICT OF INTEREST POLICY; 2) A LIST OF VENDORS, FINANCIAL INSTITUTIONS, EMPLOYEES, AND INDEPENDENT CONTRACTORS WITH WHICH THE ORGANIZATION DOES BUSINESS, AND 3) A CERTIFICATION FORM TO BE RETURNED, CERTIFYING THAT: 1) THE INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND 2) SPECIFYING THE INDIVIDUAL'S CONFLICTS OF INTEREST, IF ANY, OR SPECIFYING THAT THE INDIVIDUAL HAS NO CONFLICTS. INTERIM CERTIFICATION REQUESTS ARE SUBMITTED TO INDIVIDUALS FOR ACTUAL OR POTENTIAL CONFLICTS THAT ARISE BETWEEN ANNUAL CERTIFICATIONS. POTENTIAL CONFLICTS THAT ARE DISCLOSED ARE DISCUSSED AND ACTED UPON BY THE FULL BOARD OF TRUSTEES. BOARD ACTIONS MAY INCLUDE: DETERMINATION THAT NO ACTUAL CONFLICT EXISTS AND THAT NO FURTHER ACTION IS REQUIRED BASED ON ANY REASONABLE GROUNDS, INCLUDING THE NOMINAL NATURE OF ANY INTEREST INVOLVED. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, NEITHER FPRI NOR THE INTERESTED PERSON SHALL ENTER INTO OR CONTINUE THE TRANSACTION OR ARRANGEMENT PRESENTING THE CONFLICT UNLESS IT IS APPROVED BY THE BOARD. IN APPROVING A TRANSACTION OR RELATIONSHIP WHERE THERE IS A CONFLICT, THE BOARD SHALL CONSIDER WHETHER A MORE FAVORABLE ALTERNATIVE TRANSACTION OR ARRANGEMENT IS AVAILABLE WITH A PARTY THAT DOES NOT PRESENT A CONFLICT. IF A MORE ADVANTAGEOUS NON-CONFLICT TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES, THE BOARD SHALL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES, WHETHER TO APPROVE A CONFLICT BY CONSIDERING WHETHER SUCH CONFLICT IS IN THE ORGANIZATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. INDIVIDUALS WHO HAVE CONFLICTS ARE NOT PERMITTED TO PARTICIPATE IN THE DISCUSSIONS OR DECISIONS CONCERNING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT IS REVIEWED AND RECOMMENDED TO THE BOARD OF TRUSTEES BY THE BOARD'S COMPENSATION COMMITTEE AS PART OF THE PROCESS OF APPROVING THE ANNUAL BUDGET. CRITERIA USED IN THE COMMITTEE'S DELIBERATIONS INCLUDE: COMPENSATION PAID BY SIMILAR ORGANIZATIONS IN TERMS OF FOCUS/SIZE. THE BOARD OF TRUSTEES REVIEWS THE COMMITTEE'S RECOMMENDATION AND EITHER APPROVES THE RECOMMENDATION OR APPROVES A REVISED AMOUNT OF COMPENSATION. COMPENSATION OF OTHER OFFICERS IS DETERMINED BY SENIOR MANAGEMENT, IN CONSULTATION WITH THE FINANCE COMMITTEE, WITH REFERENCE TO COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. DELIBERATIONS AND FINAL DETERMINATION OF COMPENSATION FOR THE PRESIDENT AND OTHER OFFICERS ARE TIMELY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S RECENT FINANCIAL STATEMENTS ARE PUBLISHED ON THE WEBSITE; PRIOR YEARS ARE AVAILABLE UPON REQUEST. |
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