GARRISON INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GARRISON INSTITUTE (EIN 01-0597067)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349322579
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

FieldValueIRS element (for citing)
Return2022-11-15T15:46:26-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010597067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GARRISON INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARRBusinessNameControlTxt
Phone8454244800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN FP ROSEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8454244800PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastFP ROSEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJONATHAN FP ROSEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,779,160GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GARRISONINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionDEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,589,334PYContributionsGrantsAmt
CY Contributions Grants$2,380,699CYContributionsGrantsAmt
PY Program Service Revenue$1,198,996PYProgramServiceRevenueAmt
CY Program Service Revenue$388,551CYProgramServiceRevenueAmt
PY Investment Income$135PYInvestmentIncomeAmt
CY Investment Income$16CYInvestmentIncomeAmt
PY Other Revenue$3,150PYOtherRevenueAmt
CY Other Revenue$9,894CYOtherRevenueAmt
PY Total Revenue$2,791,615PYTotalRevenueAmt
CY Total Revenue$2,779,160CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,848,572PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,256,783CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$6,400PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$127,760CYTotalFundraisingExpenseAmt
PY Other Expenses$1,461,708PYOtherExpensesAmt
CY Other Expenses$1,178,183CYOtherExpensesAmt
PY Total Expenses$3,316,680PYTotalExpensesAmt
CY Total Expenses$2,434,966CYTotalExpensesAmt
PY Revenues Less Expenses-$525,065PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$344,194CYRevenuesLessExpensesAmt
Total Assets BOY$440,230TotalAssetsBOYAmt
Total Assets EOY$591,105TotalAssetsEOYAmt
Total Liabilities BOY$745,756TotalLiabilitiesBOYAmt
Total Liabilities EOY$552,437TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$305,526NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,668NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$504,912ExpenseAmt
DescRETREATS AT THE GARRISON INSTITUTE: IN 2021, WE HOSTED ONSITE RETREATS IN OUR HUDSON VALLEY CENTER, A FORMER CAPUCHIN MONASTERY, FOR THOSE WHO ARE EXPLORING THE WISDOM, VALUES AND INSIGHT GAINED THROUGH DEEP CONTEMPLATIVE PRACTICES TO CATALYZE PERSONAL AND SOCIAL TRANSFORMATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$333,321ExpenseAmt
DescCARE FOR THE CAREGIVERS: OUR CONTEMPLATIVE-BASED RESILIENCE PROJECT (CBR) OFFERS HEALTH CARE PROVIDERS, SOCIAL WORKERS, HUMANITARIAN AID WORKERS, LEGAL AID WORKERS, FIRST RESPONDERS, GOVERNMENT OFFICIALS AND OTHERS IN THE HELPING PROFESSIONS SOME TRIED AND TESTED TOOLS TO HELP BUILD RESILIENCE. SINCE 2004, CBR HAS OFFERED TRAININGS TO DIRECT SERVICE PROVIDERS AROUND THE WORLD. THROUGH MEDITATION, GENTLE MOVEMENT EXERCISES, COMPASSION PRACTICES, AND PSYCHOSOCIAL EDUCATION ON THE IMPACT OF STRESS, PARTICIPANTS LEARN HOW TO FIND WITHIN THEMSELVES THE "ABCS OF RESILIENCE": AWARENESS, BALANCE, AND CONNECTION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$254,033ExpenseAmt
DescUNDER OUR COMPASSIONATE LEADERSHIP INITIATIVE, THE GARRISON INSTITUTE FELLOWSHIP IS A CONTEMPLATIVE-BASED LEADERSHIP TRAINING PROGRAM GROUNDED BY FOUR CORE PILLARS: AWARENESS-BASED CONTEMPLATIVE WISDOM, THE SCIENCE OF INTERCONNECTION, GENERATIVE ACTION, AND COLLECTIVE HEALING. THE INAUGURAL COHORT OF ELEVEN FELLOWS (LAUNCHED IN 2020) INCLUDES ACTIVISTS, RESEARCHERS, HEALERS, ARTISTS, TRAUMA-INFORMED CARE PRACTITIONERS, AND CONTEMPLATIVE TEACHERS WHO REPRESENT THE NEXT GENERATION OF DIVERSE LEADERSHIP IN OUR MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$284,403ExpenseAmt
Revenue$388,551RevenueAmt
Desc-VIRTUAL -PATHWAYS TO PLANETARY HEALTHDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$284,403TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$388,551TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,376,669TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document66IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEANNE JOHNSON THE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8454244800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JONATHAN FP ROSE
BOARD CHAIR/TREASURER1.00Yes (X)Yes (X)$0$0$0
DIANA CALTHORPE ROSE
TRUSTEE1.00Yes (X)$0$0$0
DANIEL SIEGEL
TRUSTEE1.00Yes (X)$0$0$0
SHARON SALZBERG
TRUSTEE/SPIRITUAL ADVISOR1.00Yes (X)$0$0$0
JONATHAN WIESNER
TRUSTEE1.00Yes (X)$0$0$0
OSVALDO LUIS PRINCIPE
CHIEF DIGITAL STRATEGY OFFICER40.00$178,757$0$12,603Yes (X)
JEANNE ENGLERT
CHIEF OPERATIONS OFFICER40.00$116,647$0$23,471Yes (X)
LINA PASQUALE
DIRECTOR OF THE CBR PROJECT40.00$122,842$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$418,246TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$36,074TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$291,615GovernmentGrantsAmt
All Other Contributions$2,089,084AllOtherContributionsAmt
Total Contributions$2,380,699TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES900099$297,261$297,261
OTHER PROGRAM REVENUE900099$91,290$91,290
FieldValueIRS element (for citing)
Total Program Service Revenue$388,551TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16TotalRevenueColumnAmt
Exclusion$16ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$950RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$950RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$950TotalRevenueColumnAmt
Exclusion$950ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,944TotalRevenueColumnAmt
Related Or Exempt Func Income$8,944RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,944OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,779,160TotalRevenueColumnAmt
Related Or Exempt Func Income$397,495RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$966ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$958,977TotalAmt
Program Services$348,636ProgramServicesAmt
Management And General$560,716ManagementAndGeneralAmt
Fundraising$49,625FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,116TotalAmt
Program Services$3,314ProgramServicesAmt
Management And General$5,330ManagementAndGeneralAmt
Fundraising$472FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$207,178TotalAmt
Program Services$50,146ProgramServicesAmt
Management And General$149,895ManagementAndGeneralAmt
Fundraising$7,137FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,512TotalAmt
Program Services$29,634ProgramServicesAmt
Management And General$47,660ManagementAndGeneralAmt
Fundraising$4,218FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$23,291TotalAmt
Program Services$16,355ProgramServicesAmt
Management And General$4,954ManagementAndGeneralAmt
Fundraising$1,982FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$69,565TotalAmt
Program Services$48,848ProgramServicesAmt
Management And General$14,798ManagementAndGeneralAmt
Fundraising$5,919FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,679TotalAmt
Program Services$2,781ProgramServicesAmt
Management And General$11,466ManagementAndGeneralAmt
Fundraising$12,432FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,594TotalAmt
Program Services$22,823ProgramServicesAmt
Management And General$7,652ManagementAndGeneralAmt
Fundraising$3,119FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$143,899TotalAmt
Program Services$98,080ProgramServicesAmt
Management And General$32,728ManagementAndGeneralAmt
Fundraising$13,091FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$182,175TotalAmt
Program Services$147,244ProgramServicesAmt
Management And General$29,109ManagementAndGeneralAmt
Fundraising$5,822FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,199TotalAmt
Program Services$190ProgramServicesAmt
Management And General$2,009ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$55,701TotalAmt
Program Services$36,206ProgramServicesAmt
Management And General$13,925ManagementAndGeneralAmt
Fundraising$5,570FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT PROGRAM COST$429,263$424,492$4,654$117
COMMUNICATIONS$180,525$125,151$39,553$15,821
ALL OTHER EXPENSES$24,350$15,827$6,088$2,435
HOUSEKEEPING$6,942$6,942

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,434,966TotalAmt
Program Services$1,376,669ProgramServicesAmt
Management And General$930,537ManagementAndGeneralAmt
Fundraising$127,760FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$91,256BOYAmt
EOY$98,313EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,850BOYAmt
EOY$69,717EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$34,500BOYAmt
EOY$90,430EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$10,820EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,079,986LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$758,161LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$292,624BOYAmt
EOY$321,825EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$440,230BOYAmt
EOY$591,105EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$163,005BOYAmt
EOY$138,297EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$71,620EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$582,751BOYAmt
EOY$342,520EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$745,756BOYAmt
EOY$552,437EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$335,903BOYAmt
EOY-$102,287EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,377BOYAmt
EOY$140,955EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$305,526BOYAmt
EOY$38,668EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$440,230BOYAmt
EOY$591,105EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$344,194ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,055,593CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,150,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$895,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,589,334CurrentTaxYearMinus1YearAmt
Current Tax Year$2,380,699CurrentTaxYearAmt
Total$7,071,577TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,247,096CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,670,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,094,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,200,146CurrentTaxYearMinus1YearAmt
Current Tax Year$388,551CurrentTaxYearAmt
Total$11,600,752TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,302,689CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,820,761CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,990,149CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,789,480CurrentTaxYearMinus1YearAmt
Current Tax Year$2,769,250CurrentTaxYearAmt
Total$18,672,329TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$295,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$697,404CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$436,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$496,502CurrentTaxYearMinus1YearAmt
Current Tax Year$1,053,351CurrentTaxYearAmt
Total$2,979,748TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$295,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$697,404CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$436,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$496,502CurrentTaxYearMinus1YearAmt
Current Tax Year$1,053,351CurrentTaxYearAmt
Total$2,979,748TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,692,581PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,135CurrentTaxYearMinus1YearAmt
Current Tax Year$966CurrentTaxYearAmt
Total$47,883TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,135CurrentTaxYearMinus1YearAmt
Current Tax Year$966CurrentTaxYearAmt
Total$47,883TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,460CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$915CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,134CurrentTaxYearMinus1YearAmt
Current Tax Year$8,944CurrentTaxYearAmt
Total$14,453TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,322,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,843,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,997,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,792,749CurrentTaxYearMinus1YearAmt
Current Tax Year$2,779,160CurrentTaxYearAmt
Total$18,734,665TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.83760PublicSupportCY509Pct
Public Support PY5090.85720PublicSupportPY509Pct
Investment Income CY0.00260InvestmentIncomeCYPct
Investment Income PY0.00230InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,377BeginningYearBalanceAmt
Contributions$150,561ContributionsAmt
Other Expenditures$39,983OtherExpendituresAmt
End Year Balance$140,955EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,828BeginningYearBalanceAmt
Contributions$33,693ContributionsAmt
Other Expenditures$79,144OtherExpendituresAmt
End Year Balance$30,377EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,000BeginningYearBalanceAmt
Contributions$75,828ContributionsAmt
Other Expenditures$45,000OtherExpendituresAmt
End Year Balance$75,828EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,000BeginningYearBalanceAmt
Contributions$45,000ContributionsAmt
Other Expenditures$45,000OtherExpendituresAmt
End Year Balance$45,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$45,000ContributionsAmt
End Year Balance$45,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$524,086OtherCostOrOtherBasisAmt
Depreciation$234,319DepreciationAmt
Book Value$289,767BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$452,226OtherCostOrOtherBasisAmt
Depreciation$420,168DepreciationAmt
Book Value$32,058BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,674OtherCostOrOtherBasisAmt
Depreciation$103,674DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$321,825TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSBA PPP LOANDesc
Amt$342,520Amt
FieldValueIRS element (for citing)
Total Liability$342,520TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,179,160TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$400,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$400,000RevenueNotReportedAmt
Revenue Subtotal$2,779,160RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,779,160TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,834,966TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$400,000DonatedServicesUseFcltsAmt
Expenses Not Reported$400,000ExpensesNotReportedAmt
Expenses Subtotal$2,434,966ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,434,966TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE REPORTS GIFTS OF CASH AND OTHER ASSETS AS SUPPORT WITH DONOR RESTRICTIONS IF THEY ARE RECEIVED WITH DONOR IMPOSED RESTRICTIONS THAT LIMIT THE USE OF THE DONATED ASSETS. WHEN A DONOR RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME RESTRICTION ENDS OR PURPOSE RESTRICTION IS ACCOMPLISHED, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS. THE BALANCE IN THE INSTITUTE'S NET ASSETS WITH DONOR RESTRICTIONS HAVE TIME AND PURPOSE RESTRICTIONS AND WILL BE USED TO FUND THE INSTITUTE'S MISSION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonOSVALDO LUIS PRINCIPEPersonNm
TitleCHIEF DIGITAL STRATEGY OFFICERTitleTxt
Base Compensation Filing Org$165,757BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$13,000OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$12,603NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$191,360TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1THE MISSION OF THE GARRISON INSTITUTE IS TO APPLY THE TRANSFORMATIVE POWER OF CONTEMPLATION TO TODAY'S PRESSING SOCIAL AND ENVIRONMENTAL CONCERNS, HELPING BUILD A MORE COMPASSIONATE, RESILIENT FUTURE. WORKING COLLABORATIVELY WITH PRACTITIONERS IN DIVERSE FIELDS, THE INSTITUTE DEVELOPS AND HOSTS RETREATS AND SYMPOSIA, PRODUCES RESEARCH AND PUBLICATIONS, AND PROVIDES A HUB FOR ONGOING LEARNING NETWORKS. THE INSTITUTE CONDUCTS PROGRAMMATIC INITIATIVES IN THESE KEY AREAS: CONTEMPLATIVE-BASED RESILIENCE PROJECT (CBR), WHICH OFFERS HEALTH CARE PROVIDERS, SOCIAL WORKERS, HUMANITARIAN AID WORKERS, LEGAL AID WORKERS, FIRST RESPONDERS, GOVERNMENT OFFICIALS AND OTHERS IN THE HELPING PROFESSIONS SOME TRIED AND TESTED TOOLS TO HELP BUILD RESILIENCE SO THAT THEY MAY "BE WELL TO SERVE WELL." PATHWAYS TO PLANETARY HEALTH (PPH), AN ENVIRONMENTAL INITIATIVE HELPING TO ADVANCE THE FIELD OF PLANETARY HEALTH. THIS WORK INCLUDES PROJECTS THAT INVOLVE CONDUCTING RESEARCH, HOSTING PUBLIC FORUMS, DEVELOPING LEADERSHIP PROGRAMS, AND ORGANIZING COURSES TO ADVANCE PLANETARY HEALTH. BY SHARING OUR UNDERSTANDING OF THE ACTIONS REQUIRED TO ADDRESS THIS PRESSING ISSUE, THE INSTITUTE AIMS TO CHANGE MINDSETS AND OUTCOMES. COMPASSIONATE LEADERSHIP INITIATIVE FEATURING THE GARRISON INSTITUTE FELLOWSHIP, A CONTEMPLATIVE-BASED LEADERSHIP TRAINING PROGRAM GROUNDED BY FOUR CORE PILLARS: AWARENESS-BASED CONTEMPLATIVE WISDOM, THE SCIENCE OF INTERCONNECTION, GENERATIVE ACTION, AND COLLECTIVE HEALING. THE INAUGURAL COHORT OF ELEVEN FELLOWS REPRESENT THE NEXT GENERATION OF DIVERSE LEADERSHIP IN OUR MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE; AND THE SECOND PROGRAM,
FORM 990, PART III, LINE 2RECOGNIZING THE IMPACT THAT THE FINANCIAL SERVICES INDUSTRY HAS ON THE WORLD, IN 2021, THE GARRISON INSTITUTE LAUNCHED A NEW PROGRAM CALLED: COMPASSIONATE LEADERSHIP IN FINANCE (CLIF). THE PROGRAM TRAINS COHORTS OF FINANCIAL LEADERS TO INTEGRATE COMPASSION INTO THEIR WORK, DEVELOPING MORE RESILIENT AND EFFECTIVE CORPORATE STRATEGIES THAT ALIGN WITH THE SUSTAINABLE DEVELOPMENT GOALS.
FORM 990, PART VI, SECTION A, LINE 2JONATHAN F.P. ROSE AND DIANA CALTHORPE-ROSE, BOTH OF WHOM ARE CO-FOUNDERS OF THE INSTITUTE, ARE MARRIED.
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12CAN ANNUAL UPDATE AND REVIEW OF THE CONFLICT-OF-INTEREST DISCLOSURES ARE CONDUCTED BY THE INSTITUTE. BOARD MEMBERS MUST DISCLOSE POTENTIAL CONFLICTS AS SOON AS THEY BECOME AWARE OF THEM. ALL POTENTIAL CONFLICTS ARE ADDRESSED BY THE BOARD IMMEDIATELY.
FORM 990, PART VI, SECTION B, LINE 15ATHE INSTITUTE UTILIZES AN INDEPENDENT CONSULTING FIRM WHO PROVIDES COMPARABILITY DATA FOR THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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