FREEDOM INSTITUTE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: FREEDOM INSTITUTE INC (EIN 13-2877912)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349332486
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T22:25:09-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271728945	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 MAMARONECK AVENUE SUITE 301	AddressLine1Txt
City	HARRISON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105281633	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	132877912	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREEDOM INSTITUTE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FREE	BusinessNameControlTxt
Phone	2128380044	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DANA SACHER-ROLLINS	PersonNm
Person Title	VICE PRESIDENT-GENERAL MANAGER	PersonTitleTxt
Phone	2128380044	PhoneNum
Signature	2022-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DANA	PersonFirstNm
Person Last	SACHER-ROLLINS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GARRETT M HIGGINS	PreparerPersonNm
PTIN	P00543209	PTIN
Phone	9143818900	PhoneNum
Preparation	2022-11-14	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	DANA SACHER-ROLLINS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,784,576	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FREEDOMINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	ASSIST AND COUNSEL THE CHEMICALLY DEPENDENT AND THEIR FAMILIES THROUGH EDUCATION, TREATMENT, AND PREVENTION.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$318,788	PYContributionsGrantsAmt
CY Contributions Grants	$858,544	CYContributionsGrantsAmt
PY Program Service Revenue	$2,287,810	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,866,214	CYProgramServiceRevenueAmt
PY Investment Income	$202,045	PYInvestmentIncomeAmt
CY Investment Income	$34,000	CYInvestmentIncomeAmt
PY Other Revenue	$11,704	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$2,820,347	PYTotalRevenueAmt
CY Total Revenue	$2,758,758	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,934	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	$1,799,990	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,609,551	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$60,626	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,467,423	PYOtherExpensesAmt
CY Other Expenses	$1,409,805	CYOtherExpensesAmt
PY Total Expenses	$3,271,347	PYTotalExpensesAmt
CY Total Expenses	$3,019,356	CYTotalExpensesAmt
PY Revenues Less Expenses	-$451,000	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$260,598	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,412,979	TotalAssetsBOYAmt
Total Assets EOY	$1,271,692	TotalAssetsEOYAmt
Total Liabilities BOY	$487,705	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$591,633	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$925,274	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$680,059	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	FREEDOM INSTITUTE IS A RESOURCE CENTER FOR INDIVIDUALS AND FAMILIES COPING WITH ADDICTION AND CO-OCCURRING ISSUES SUCH AS DEPRESSION AND ANXIETY. WE OFFER PERSONALIZED COUNSEL AND CARE TO THOSE SEEKING TO PREVENT, UNDERSTAND OR RECOVER FROM SUBSTANCE ABUSE AND ADDICTION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,477,157	ExpenseAmt
Revenue	$1,866,214	RevenueAmt
Desc	THE CORONAVIRUS PANDEMIC CONTINUED TO PLAY A CENTRAL ROLE IN 2021 ACTIVITIES AND FINANCIAL CIRCUMSTANCES. AFTER RAPIDLY PIVOTING TO REMOTE SERVICES IN MARCH 2020 FOR WHAT WAS EXPECTED TO BE A SHORT-TERM PERIOD, OUR LICENSING BOARD CONTINUED TO RECOMMEND REMOTE SERVICES ALL THROUGH 2021. CLINICAL STAFF CONTINUED TO IMPROVE TELEHEALTH PRACTICES AND PROTOCOLS AS TELEHEALTH BECAME THE NORM. STAFF BEGAN TO RETURN TO THE OFFICE ON A LIMITED BASIS IN THE 4TH QUARTER IN PREPARATION FOR THE POSSIBILITY OF PROVIDING IN-PERSON SERVICES. WE FORESEE MAINTAINING A HYBRID MODEL GOING FORWARD. WE DID EXPERIENCE A DECREASE IN CENSUS IN THE 2ND HALF OF THE YEAR AS PEOPLE WERE VACCINATED AND BEGAN RETURNING TO NORMAL ACTIVITY AND TRAVEL. FOCUS IS ON BUILDING BACK THE IOP CENSUS AND DEVELOPING NEW PROGRAMMING TO INCORPORATE RECOVERY COACHING THAT HAS BEEN SUCCESSFUL IN THE VERITUS PROGRAM. THE VERITUS PROGRAM, A TELEHEALTH-BASED TREATMENT PROGRAM FOR HEALTHCARE PROFESSIONALS THAT WAS LAUNCHED IN 2020 CONTINUED TO DEVELOP IN 2021. THE TARGET CLIENT POPULATION IS HEALTHCARE PROFESSIONALS, PRIMARILY PHYSICIANS, WHO HAVE BEEN REFERRED TO THEIR STATE'S PROFESSIONAL MONITORING PROGRAMS DUE TO THEIR SUBSTANCE USE AND NEED ASSESSMENT AND TREATMENT IN ORDER TO MAINTAIN THEIR LICENSES TO PRACTICE. WE'VE LAUNCHED WITH A TELEHEALTH IOP COMBINED WITH PROFESSION-SPECIFIC RECOVERY COACHING AND ARE WORKING CLOSELY WITH THE PHYSICIAN HEALTH PROGRAMS. THE PLAN IS TO EXPAND THE WORK TO INCLUDE A PROGRAM FOR LAWYERS, AND WE ARE OPTIMISTIC ABOUT THE POTENTIAL FOR BOTH.	Desc
Total Program Service Expenses	$2,477,157	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	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	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	26	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	18	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
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	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
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	NY	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	DANA SACHER-ROLLINS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2128380044	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ROBERT L MILLER
CHAIRMAN	5.00	Yes (X)	Yes (X)	$0	$0	$0
JACQUELINE R WILLIAMS
SECRETARY	0.20	Yes (X)	Yes (X)	$0	$0	$0
JESSICA AMBROSE
TRUSTEE	0.20	Yes (X)		$0	$0	$0
ANSON BARRETT FRELINGHUYSEN
TRUSTEE	0.20	Yes (X)		$0	$0	$0
JOHN LOEFFLER
TRUSTEE	0.20	Yes (X)		$0	$0	$0
PATRICK ROBINSON
TRUSTEE	0.20	Yes (X)		$0	$0	$0
RACHEL J RUSSELL
PRESIDENT & CHIEF CLINICAL	35.00		Yes (X)	$197,376	$0	$25,450
DANA SACHER-ROLLINS
VP & GENERAL MANAGER	28.00		Yes (X)	$104,014	$0	$38,023

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$301,390	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$63,473	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
Government Grants	$641,231	GovernmentGrantsAmt
All Other Contributions	$217,313	AllOtherContributionsAmt
Noncash Contributions	$44,070	NoncashContributionsAmt
Total Contributions	$858,544	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	COUNSELING FEES	Desc
Business	621400	BusinessCd
Total Revenue Column	$1,866,214	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,866,214	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,866,214	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,620	TotalRevenueColumnAmt
Exclusion	$15,620	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$44,198	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$25,818	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$18,380	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,380	TotalRevenueColumnAmt
Exclusion	$18,380	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,758,758	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,866,214	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$34,000	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$364,863	TotalAmt
Program Services	$273,647	ProgramServicesAmt
Management And General	$91,216	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,026,657	TotalAmt
Program Services	$814,847	ProgramServicesAmt
Management And General	$185,002	ManagementAndGeneralAmt
Fundraising	$26,808	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$32,253	TotalAmt
Program Services	$25,279	ProgramServicesAmt
Management And General	$6,323	ManagementAndGeneralAmt
Fundraising	$651	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$76,810	TotalAmt
Program Services	$62,346	ProgramServicesAmt
Management And General	$11,632	ManagementAndGeneralAmt
Fundraising	$2,832	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$108,968	TotalAmt
Program Services	$85,407	ProgramServicesAmt
Management And General	$21,362	ManagementAndGeneralAmt
Fundraising	$2,199	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$450	TotalAmt
Management And General	$450	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$93,010	TotalAmt
Management And General	$93,010	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,864	TotalAmt
Management And General	$9,864	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$492,310	TotalAmt
Program Services	$474,812	ProgramServicesAmt
Management And General	$15,795	ManagementAndGeneralAmt
Fundraising	$1,703	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$74,551	TotalAmt
Program Services	$46,212	ProgramServicesAmt
Management And General	$7,214	ManagementAndGeneralAmt
Fundraising	$21,125	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$91,916	TotalAmt
Program Services	$85,671	ProgramServicesAmt
Management And General	$5,636	ManagementAndGeneralAmt
Fundraising	$609	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$99,282	TotalAmt
Program Services	$89,934	ProgramServicesAmt
Management And General	$8,215	ManagementAndGeneralAmt
Fundraising	$1,133	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$129,392	TotalAmt
Program Services	$108,461	ProgramServicesAmt
Management And General	$18,394	ManagementAndGeneralAmt
Fundraising	$2,537	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$565	TotalAmt
Program Services	$474	ProgramServicesAmt
Management And General	$80	ManagementAndGeneralAmt
Fundraising	$11	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$18,643	TotalAmt
Program Services	$15,627	ProgramServicesAmt
Management And General	$2,650	ManagementAndGeneralAmt
Fundraising	$366	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$33,274	TotalAmt
Program Services	$27,892	ProgramServicesAmt
Management And General	$4,730	ManagementAndGeneralAmt
Fundraising	$652	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
BAD DEBT	$232,500	$232,500
DRUG TESTING SUPPLIES	$116,759	$116,759
STAFF TRAINING	$11,319	$11,319
OTHER PROGRAM EXPENSES	$5,970	$5,970

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,019,356	TotalAmt
Program Services	$2,477,157	ProgramServicesAmt
Management And General	$481,573	ManagementAndGeneralAmt
Fundraising	$60,626	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$161,579	BOYAmt
EOY	$77,019	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$20,391	BOYAmt
EOY	$11,768	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$95,551	BOYAmt
EOY	$284,216	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$150,578	BOYAmt
EOY	$61,546	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$128,266	BOYAmt
EOY	$1,684	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$824,370	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$806,637	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$36,376	BOYAmt
EOY	$17,733	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$723,585	BOYAmt
EOY	$817,726	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$95,953	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$700	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,412,979	BOYAmt
EOY	$1,271,692	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$146,482	BOYAmt
EOY	$151,940	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$341,223	BOYAmt
EOY	$439,693	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$487,705	BOYAmt
EOY	$591,633	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	$803,489	BOYAmt
EOY	$540,722	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$121,785	BOYAmt
EOY	$139,337	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$925,274	BOYAmt
EOY	$680,059	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,412,979	BOYAmt
EOY	$1,271,692	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$260,598	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$111,336	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$95,953	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	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$502,216	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$476,136	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$412,157	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$318,788	CurrentTaxYearMinus1YearAmt
Current Tax Year	$858,544	CurrentTaxYearAmt
Total	$2,567,841	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,796,250	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,709,280	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,389,876	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,287,810	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,866,214	CurrentTaxYearAmt
Total	$12,049,430	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,298,466	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,185,416	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,802,033	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,606,598	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,724,758	CurrentTaxYearAmt
Total	$14,617,271	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$151,404	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$84,935	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,157	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,937	CurrentTaxYearAmt
Total	$358,510	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$151,404	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$84,935	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$35,157	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,937	CurrentTaxYearAmt
Total	$358,510	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$14,258,761	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$105,228	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$76,943	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,247	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,127	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,620	CurrentTaxYearAmt
Total	$263,165	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$105,228	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$76,943	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,247	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,127	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,620	CurrentTaxYearAmt
Total	$263,165	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$11,704	CurrentTaxYearMinus1YearAmt
Total	$11,704	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,403,694	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,262,359	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,844,280	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,641,429	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,740,378	CurrentTaxYearAmt
Total	$14,892,140	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.95750	PublicSupportCY509Pct
Public Support PY509	0.93980	PublicSupportPY509Pct
Investment Income CY	0.01770	InvestmentIncomeCYPct
Investment Income PY	0.03150	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	TAX REFUND - 2020 AMOUNT: $ 11,704.	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	$743,976	BeginningYearBalanceAmt
Investment Earnings Or Losses	$145,382	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,000	OtherExpendituresAmt
Administrative Expenses	$9,864	AdministrativeExpensesAmt
End Year Balance	$829,494	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,353,392	BeginningYearBalanceAmt
Investment Earnings Or Losses	$52,320	InvestmentEarningsOrLossesAmt
Other Expenditures	$650,000	OtherExpendituresAmt
Administrative Expenses	$11,736	AdministrativeExpensesAmt
End Year Balance	$743,976	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,381,140	BeginningYearBalanceAmt
Investment Earnings Or Losses	$395,442	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,400,000	OtherExpendituresAmt
Administrative Expenses	$23,190	AdministrativeExpensesAmt
End Year Balance	$1,353,392	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,016,629	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$24,101	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,575,000	OtherExpendituresAmt
Administrative Expenses	$36,388	AdministrativeExpensesAmt
End Year Balance	$2,381,140	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,913,205	BeginningYearBalanceAmt
Investment Earnings Or Losses	$519,861	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,375,000	OtherExpendituresAmt
Administrative Expenses	$41,437	AdministrativeExpensesAmt
End Year Balance	$4,016,629	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.82000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.11000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.07000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$360,859	OtherCostOrOtherBasisAmt
Depreciation	$360,859	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$463,511	OtherCostOrOtherBasisAmt
Depreciation	$445,778	DepreciationAmt
Book Value	$17,733	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$17,733	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
PAYCHECK PROTECTION PROGRAM LOAN	$406,745
DUE TO VERITUS, LLC	$32,948

Field	Value	IRS element (for citing)
Total Liability	$439,693	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,764,277	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$111,336	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$111,336	RevenueNotReportedAmt
Revenue Subtotal	$2,652,941	RevenueSubtotalAmt
Investment Expenses Not Incld	$9,864	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$95,953	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$105,817	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,758,758	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,009,492	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,009,492	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$9,864	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$9,864	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,019,356	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES.
PART X, LINE 2:	THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2018.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	EQUITY INTEREST IN OPERARTING LOSS OF VERITUS, LLC 95,953.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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	RACHEL J RUSSELL	PersonNm
Title	PRESIDENT & CHIEF CLINICAL	TitleTxt
Base Compensation Filing Org	$197,376	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	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$25,450	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$222,826	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$44,070	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG. SELLING PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTORS IS LISTED IN COLUMN (B).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	ROBERT L. MILLER AND JESSICA AMBROSE HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	FREEDOM INSTITUTE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE CHAIRMAN OF THE BOARD AND GENERAL MANAGER MEET WITH THE OUTSIDE ACCOUNTANT AND REVIEW THE FORM 990 IN DETAIL TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES AT FREEDOM INSTITUTE. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12	WHILE THE CURRENT CONFLICT OF INTEREST POLICY OF THE ORGANIZATION DOES NOT CONFORM WITH ALL OF THE REQUIREMENTS OF THE NYS NONPROFIT REVITALIZATION ACT OF 2013, THE POLICY DOES REQUIRE ANNUAL DISCLOSURE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST. FURTHERMORE, BOARD MEMBERS AND EMPLOYEES, IN THE COURSE OF MEETING OR ACTIVITIES, ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS WELL AS RECUSE THEMSELVES FROM DISCUSSION AND VOTING.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VP/GENERAL MANAGER IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED. THIS PROCESS IS DONE ON AN ANNUAL BASIS AND AS PART OF THE ORGANIZATION'S BUDGETARY PROCESS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY.
FORM 990, PART IX, LINE 11G	PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 20,776. MANAGEMENT AND GENERAL EXPENSES 3,523. FUNDRAISING EXPENSES 486. TOTAL EXPENSES 24,785. CONSULTING: PROGRAM SERVICE EXPENSES 454,036. MANAGEMENT AND GENERAL EXPENSES 12,272. FUNDRAISING EXPENSES 1,217. TOTAL EXPENSES 467,525.
FORM 990, PART XI, LINE 9:	EQUITY INTEREST IN OPERARTING LOSS OF VERITUS, LLC -95,953.