2021-10-07T14:29:02-05:00 2020-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-01-01 840399006 THE ASPEN INSTITUTE INC ASPE 2027365800 2300 N STREET NW NO 700 WASHINGTON DC 20037 NAMITA KHASAT CFO/CAO/TREASURER 2027365800 2021-10-07 1 NAMITA KHASAT 999009999 AARON M FOX P01365820 2022274000 2021-10-06 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DANIEL R PORTERFIELD 2300 N STREET NW NO 700 WASHINGTON DC 20037 463105165 0 X WWW.ASPENINSTITUTE.ORG X 1949 CO THE ASPEN INSTITUTE IS A PEOPLE-SERVING ORGANIZATION THAT WORKS WITH PARTNERS ACROSS THE UNITED STATES AND AROUND THE WORLD TO BUILD A FREE, JUST, AND EQUITABLE SOCIETY. THE INSTITUTE CREATES POSITIVE CHANGE BY INSPIRING INCLUSIVE DIALOGUE AND EMPOWERING LEADERS TO SOLVE SOCIETY'S BIGGEST CHALLENGES. 88 87 609 80 6582323 0 108438960 131254703 42107971 17868195 917992 1961152 643213 178771 152108136 151262821 6957109 16945859 0 0 61198381 65246455 0 0 3448377 77749839 46933372 145905329 129125686 6202807 22137135 349619834 394226132 41306714 41995580 308313120 352230552 X THE ASPEN INSTITUTE IS A PEOPLE-SERVING ORGANIZATION THAT WORKS WITH PARTNERS ACROSS THE UNITED STATES AND AROUND THE WORLD TO BUILD A FREE, JUST, AND EQUITABLE SOCIETY. THE INSTITUTE CREATES POSITIVE CHANGE BY INSPIRING INCLUSIVE DIALOGUE AND EMPOWERING LEADERS TO SOLVE 0 0 64867347 15965201 10900822 POLICY PROGRAMS: THE ASPEN INSTITUTE'S POLICY PROGRAMS EXPLORE AND IDENTIFY SOLUTIONS FOR PROBLEMS RANGING FROM ECONOMIC DISTRESS TO EDUCATIONAL OPPORTUNITY, FROM CLIMATE CHANGE TO RACIAL DISPARITIES, IN AN EFFORT TO INFLUENCE DECISION-MAKERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE THE BEST AND MOST INSPIRED PROPOSALS. OUR POLICY PROGRAMS RANGE IN SIZE FROM $100,000 TO $8 MILLION IN ANNUAL REVENUE AND EXPENSES. 10096488 5556464 CAMPUS ACTIVITIES: IN ADDITION TO ITS HEADQUARTERS IN WASHINGTON, DC, THE ASPEN INSTITUTE ALSO CONDUCTS MUCH OF ITS WORK ON ITS FOUNDING CAMPUS IN ASPEN, COLORADO, WHICH PROVIDES NATURAL BEAUTY AND QUIET SURROUNDINGS THAT ENCOURAGE THOUGHTFUL REFLECTION THAT REFRESHES MIND, BODY AND SPIRIT. ASPEN INSTITUTE LEADERSHIP SEMINARS HELD ON BOTH IN WASHINGTON AND ASPEN CHALLENGE INDIVIDUALS TO THINK MORE DEEPLY, LISTEN MORE ATTENTIVELY, AND REFINE THEIR ABILITY TO LEAD IN AN INCREASINGLY COMPLEX AND CONFLICTING WORLD. SEMINAR PARTICIPANTS ENGAGE IN CHALLENGING CONVERSATIONS ABOUT ENDURING QUESTIONS OF ETHICAL AND EFFECTIVE LEADERSHIP, GAINING A GREATER CAPACITY TO LEAD WITH COURAGE AND CONVICTION. 6502954 526474 ASPEN GLOBAL LEADERSHIP NETWORK: THE ASPEN GLOBAL LEADERSHIP NETWORK IS A GROWING, WORLDWIDE COMMUNITY OF ENTREPRENEURIAL LEADERS FROM BUSINESS, GOVERNMENT, AND THE NONPROFIT SECTOR DRAWING FROM FELLOWS IN OVER 60 COUNTRIES WHO SHARE A COMMITMENT TO ENLIGHTENED LEADERSHIP AND TO USING THEIR EXTRAORDINARY CREATIVITY, ENERGY, AND RESOURCES TO TACKLE THE FOREMOST SOCIETAL CHALLENGES OF OUR TIMES. ALL HAVE PARTICIPATED IN THE FLAGSHIP HENRY CROWN FELLOWSHIP OR IN ONE OF THE DOZEN ASPEN INSTITUTE LEADERSHIP INITIATIVES IT HAS INSPIRED IN THE UNITED STATES, AFRICA, CHINA, CENTRAL AMERICA, INDIA, AND THE MIDDLE EAST. EACH SUMMER, THE NETWORK GATHERS TO RECONNECT AND RECOMMIT TO ACTION AT THE ANNUAL RESNICK ASPEN ACTION FORUM IN ASPEN, COLORADO. 7464098 309167 369361 OTHER RESTRICTED PROGRAMS 6308264 39000 525698 PUBLIC PROGRAMS 2267069 106017 YOUTH AND ENGAGEMENT 821681 515850 SEMINARS 16861112 454184 1410909 98327901 1 1 0 1 0 0 1 1 0 1 1 1 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 751 0 1 609 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 88 87 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ASPEN INSTITUTENAMITA KHASAT 2027362520 2300 N STREET NW NO 700 WASHINGTON DC 20037 DANIEL PORTERFIELD PRESIDENT & CEO 40.00 X X 664380 0 57972 ELLIOT GERSON EXECUTIVE VP 40.00 X 414275 0 70000 NAMITA KHASAT CFO/CAO/TREASURER 40.00 X 405921 0 56950 ERIC MOTLEY EVP, CORP SECRETARY 40.00 X 394878 0 54776 DAVID LANGSTAFF EXEC VICE PRESIDENT 40.00 X 375458 0 58944 MARGARET CLARK VP POLICY PROGRAMS 40.00 X 351059 0 54037 ANN MOSLE VP, EXECUTIVE DIRECTOR 40.00 X 326978 0 72138 JANE WALES VP, EXECUTIVE DIRECTOR 40.00 X 347449 0 44844 MICKEY EDWARDS VP AND PROGRAM DIRECTOR 40.00 X 347054 0 39725 AMY DEMARIA EVP COMM./MRKTNG - UNTIL 08/2020 40.00 X 353006 0 26080 ERIKA MALLIN EXECUTIVE DIRECTOR 40.00 X 349238 0 26897 JAMES SCHINE CROWN CHAIRMAN 1.00 X X 0 0 0 WILLIAM E MAYER CHAIRMAN EMERITUS 1.00 X X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 1.00 X 0 0 0 JEAN-LUC ALLAVENA TRUSTEE 1.00 X 0 0 0 PAUL F ANDERSON TRUSTEE 1.00 X 0 0 0 JEFFREY S ARONIN TRUSTEE 1.00 X 0 0 0 DONNA BARKSDALE TRUSTEE 1.00 X 0 0 0 MERCEDES BASS TRUSTEE 1.00 X 0 0 0 MIGUEL MIKE BEZOS TRUSTEE 1.00 X 0 0 0 LAWRENCE BOBO TRUSTEE 1.00 X 0 0 0 RICHARD BRADDOCK TRUSTEE 1.00 X 0 0 0 WILLIAM D BUDINGER TRUSTEE 1.00 X 0 0 0 BETH BROOKE-MARCINIAK TRUSTEE 1.00 X 0 0 0 WILLIAM BYNUM TRUSTEE 1.00 X 0 0 0 STEPHEN L CARTER TRUSTEE 1.00 X 0 0 0 TROY CARTER TRUSTEE 1.00 X 0 0 0 CESAR R CONDE TRUSTEE 1.00 X 0 0 0 PENNY COULTER TRUSTEE 1.00 X 0 0 0 KATIE COURIC TRUSTEE 1.00 X 0 0 0 ANDREA CUNNINGHAM TRUSTEE 1.00 X 0 0 0 KENNETH L DAVIS MD TRUSTEE 1.00 X 0 0 0 LUIS GERARDO DEL VALLE TORRES TRUSTEE 1.00 X 0 0 0 JOHN DOERR TRUSTEE 1.00 X 0 0 0 THELMA DUGGIN TRUSTEE 1.00 X 0 0 0 ARNE DUNCAN TRUSTEE 1.00 X 0 0 0 MICHAEL D EISNER TRUSTEE 1.00 X 0 0 0 L BROOKS ENTWISTLE TRUSTEE 1.00 X 0 0 0 ELIZABETH FLEMING TRUSTEE 1.00 X 0 0 0 ALAN FLETCHER TRUSTEE 1.00 X 0 0 0 NAUSHAD FORBES TRUSTEE 1.00 X 0 0 0 ANN B FRIEDMAN TRUSTEE 1.00 X 0 0 0 HENRY LOUIS GATES JR TRUSTEE 1.00 X 0 0 0 MIRCEA D GEOANA TRUSTEE - UNTIL 4/2020 1.00 X 0 0 0 ANTONIO GRACIAS TRUSTEE 1.00 X 0 0 0 PATRICK W GROSS TRUSTEE 1.00 X 0 0 0 ARJUN GUPTA TRUSTEE 1.00 X 0 0 0 JANE HARMAN TRUSTEE 1.00 X 0 0 0 KAYA HENDERSON TRUSTEE 1.00 X 0 0 0 HAYNE HIPP TRUSTEE 1.00 X 0 0 0 IVAN HODAC TRUSTEE 1.00 X 0 0 0 MARK HOPLAMAZIAN TRUSTEE 1.00 X 0 0 0 GERALD D HOSIER TRUSTEE 1.00 X 0 0 0 ROBERT HURST TRUSTEE 1.00 X 0 0 0 NATALIE JARESKO TRUSTEE 1.00 X 0 0 0 SONIA KAPADIA TRUSTEE 1.00 X 0 0 0 SALMAN KHAN TRUSTEE 1.00 X 0 0 0 TEISUKE KITAYAMA TRUSTEE 1.00 X 0 0 0 MICHAEL KLEIN TRUSTEE 1.00 X 0 0 0 DAVID KOCH TRUSTEE 1.00 X 0 0 0 AMBASSADOR SATINDER K LAMBAH TRUSTEE 1.00 X 0 0 0 LAURA LAUDER TRUSTEE 1.00 X 0 0 0 MELONY LEWIS TRUSTEE 1.00 X 0 0 0 YO-YO MA TRUSTEE 1.00 X 0 0 0 JAMES M MANYIKA TRUSTEE 1.00 X 0 0 0 CRAIG MARTIN TRUSTEE 1.00 X 0 0 0 WILLIAM E MAYER TRUSTEE 1.00 X 0 0 0 BONNIE PALMER MCCLOSKEY TRUSTEE 1.00 X 0 0 0 DAVID MCCORMICK TRUSTEE 1.00 X 0 0 0 DONALD MCKINNON TRUSTEE 1.00 X 0 0 0 ANNE WELSH MCNULTY TRUSTEE 1.00 X 0 0 0 DIANE L MORRIS TRUSTEE 1.00 X 0 0 0 KARLHEINZ MUHR TRUSTEE 1.00 X 0 0 0 CLARE MUNANA TRUSTEE 1.00 X 0 0 0 JERRY MURDOCK TRUSTEE 1.00 X 0 0 0 MARC NATHANSON TRUSTEE 1.00 X 0 0 0 WILLIAM A NITZE TRUSTEE 1.00 X 0 0 0 HER MAJESTY QUEEN NOOR TRUSTEE 1.00 X 0 0 0 JACQUELINE NOVOGRATZ TRUSTEE 1.00 X 0 0 0 OLARA A OTUNNU TRUSTEE 1.00 X 0 0 0 ELAINE PAGELS TRUSTEE 1.00 X 0 0 0 CARRIE WALTON PENNER TRUSTEE 1.00 X 0 0 0 MARGOT L PRITZKER TRUSTEE 1.00 X 0 0 0 LYNDA RESNICK TRUSTEE 1.00 X 0 0 0 WILLIAM RESNICK TRUSTEE 1.00 X 0 0 0 CONDOLEEZZA RICE TRUSTEE 1.00 X 0 0 0 RICARDO SALINAS TRUSTEE 1.00 X 0 0 0 LEWIS SANDERS TRUSTEE 1.00 X 0 0 0 ANNA DEAVERE SMITH TRUSTEE 1.00 X 0 0 0 MICHELLE SMITH TRUSTEE - UNTIL 9/2020 1.00 X 0 0 0 JAVIER SOLANA TRUSTEE 1.00 X 0 0 0 ROBERT K STEEL TRUSTEE 1.00 X 0 0 0 SHASHI THAROOR TRUSTEE 1.00 X 0 0 0 LAURIE M TISCH TRUSTEE 1.00 X 0 0 0 GIULIO TREMONTI TRUSTEE 1.00 X 0 0 0 CHRISTOPHER VARLELAS TRUSTEE 1.00 X 0 0 0 ECKART VON KLAEDEN TRUSTEE 1.00 X 0 0 0 RODERICK K VON LIPSEY TRUSTEE 1.00 X 0 0 0 EDWARD WILLIAMS TRUSTEE 1.00 X 0 0 0 JESSIE WOOLLEY-WILSON TRUSTEE 1.00 X 0 0 0 4329696 0 562363 192 0 1 0 TENANT IMPROVEMENT SPECIALISTS 713 EAST 23RD STREET CARSON CA 90745 CONSTRUCTION SERVICES 4863342 BRAIN SOURCE INTERNATIONAL 42-44 BISHOPSGATE LONDON UK EC2N STAFFING AND PAYROLL SERVICES 1130781 ROWLAND BROUGHTON ARCHITECTURE AND URBAN 500 WEST MAIN STREET ASPEN CO 81611 ARCHITECTURAL SERVICES FOR CONSTRUCTION 834799 GLOBAL CABLE INC 22102 CHIPPEWA LANE GOLDEN CO 80401 DATA/FIBER PROJECTS 775290 ARNOLD WORLDWIDE LLC 10 SUMMER STREET BOSTON MA 02110 PROJECT MANAGEMENT 476100 58 799255 3880824 126574624 10736193 131254703 CONTRACT REVENUE 900099 10612429 10612429 CONF./FACILITY FEES 531390 5556464 5556464 SEMINAR AND EVENT FEES 900099 1698699 1698699 BOOK SALES 900099 603 603 17868195 941099 904720 36379 149316 126249 23067 23067 23067 311209157 1120199 311063064 246239 146093 873960 1020053 1020053 10175 799255 406792 -396617 -396617 SUBLEASE INCOME 900099 275122 275122 OTHER INCOME 900099 156060 156060 ADVERTISING INCOME 541800 121139 121139 552321 151262821 12311731 6582323 1114064 X 12738339 12738339 1268055 1268055 2939465 2939465 2932640 429011 2278802 224827 50164402 36994330 11228606 1941466 4629541 4165018 214473 250050 4179161 3776865 221301 180995 3340711 2908877 243959 187875 8215600 8215600 461858 218791 243067 197360 197360 1062358 1062358 17321936 12905350 4229003 187583 2608807 1531921 1021890 54996 638757 529881 108876 5890405 3912310 1814906 163189 2631850 2360736 217974 53140 1235453 1223626 4900 6927 5537 5537 8528 8528 3537656 3537656 364482 364482 PARTNER REIMBURSEMENTS 1130987 1130987 PUBLICATIONS 797665 629268 147660 20737 BAD DEBT 474167 294000 3575 176592 REPAIRS AND MAINTENANCE 349966 146943 203023 129125686 98327901 27349408 3448377 69889 7143777 21026981 26098145 31343150 40677134 7239037 25416890 145678 138867 2129827 1662165 124424106 55232196 64247847 69191910 33960086 32770950 187592348 188820548 1864991 2305746 349619834 394226132 14780607 11901598 4267004 2359126 2133883 6737446 20125220 20997410 41306714 41995580 X 119006068 136758015 189307052 215472537 308313120 352230552 349619834 394226132 X 22137135 23780297 -2000000 X 0 1 X 1 1 1 X 85321334 92261254 94760517 108438960 131254703 512036768 85321334 92261254 94760517 108438960 131254703 512036768 42766527 469270241 190413 759709 -390616 -59007 535540 1036039 489228 434052 443054 799478 156060 2321872 515394679 133018968 0.91050 0.90370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 489,228. 2017 AMOUNT: $ 434,052. 2018 AMOUNT: $ 443,054. 2019 AMOUNT: $ 799,478. 2020 AMOUNT: $ 156,060. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 10153 0 0 10153 0 PART II-B, LINE 1: ALLOCATED SALARY EXPENSE FROM COMMUNICATION WITH LEGISLATORS REGARDING PENDING LEGISLATION. X 2 263.88 2 1 0 1096267 X 0 126362776 10938289 10092783 6873615 140520233 115098677 1418728 15369499 5524128 126362776 119077203 3995266 -4694709 3279083 115098677 99879276 12665941 10999814 4467828 119077203 95232540 4756855 4078477 4188596 99879276 0.33181 0.44567 0.22252 0 0 10411093 10411093 78504315 40222640 38281675 9927593 2167817 7759776 6690128 6021852 668276 18890977 6819887 12071090 69191910 INVESTMENT CONTRACT 1325699 F LIMITED PARTNERSHIPS 187494849 F 188820548 CAPITAL LEASE OBLIGATIONS 96873 DEFERRED COMPENSATION 14143301 DEFERRED RENT AND LEASE INCENTIVE 6757236 20997410 X 174528115 23780297 14314 23794611 150733504 1062358 -533041 529317 151262821 128610683 14314 14314 128596369 1062358 -533041 529317 129125686 PART II, LINE 5: THE INSTITUTE CONTINUES TO COMPLY WITH TERMS OF CONTRACT GOVERNING THE CONSERVATION EASEMENT HELD, WHICH INCLUDES PROTECTION OF NATURAL HABITAT. PART II, LINE 9: THE INSTITUTE HOLDS A CONSERVATION EASEMENT ON THE BALANCE SHEET AND THE CONTRIBUTED PARCEL OF LAND WAS BOOKED AS REVENUE FOR THE YEAR IT WAS GIFTED. PART III, LINE 4: AT OUR ASPEN MEADOWS CAMPUS, ASPEN, COLORADO, WE HAVE A LARGE COLLECTION OF ART THAT IS ON DISPLAY BOTH IN GALLERIES AND PUBLIC SPACES. IT IS ENJOYED BY GUESTS WHO VISIT AND STAY AT OUR RESORT. THIS ART COLLECTION IS MADE UP OF PHOTOS FROM FRANZ BERKO, OFFICIAL PHOTOGRAPHER FOR THE INSTITUTE, AS WELL AS ART IN VARIOUS MEDIUMS BY HERBERT BAYER. BAYER WAS THE ARCHITECT FOR OUR CAMPUS, AND ALSO DESIGNED SEVERAL OF THE LAND FORMS THROUGHOUT OUR PROPERTY. ONE GALLERY ON PROPERTY IS DEDICATED SOLELY TO THE WORK OF BAYER. ALTHOUGH THE ARTWORK IS HELD ON THE BOOKS AT COST, IT HAS AN INSURED FAIR VALUE OF $3.1 MILLION. PART V, LINE 4: 5% OF A 12 QUARTER ROLLING AVERAGE OF THE FUNDS ARE USED TO FUND PROGRAMMATIC WORK OF THE INSTITUTE. PART X, LINE 2: MANAGEMENT OF THE INSTITUTE BELIEVES THAT IT HAS NO MATERIAL UNCERTAINTY IN INCOME TAXES AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -406,792. RENTAL EXPENSES -126,249. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -406,792. RENTAL EXPENSES -126,249. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 741767 EUROPE 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 576736 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 460391 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 348608 SOUTH AMERICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 244366 SOUTH ASIA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 231781 NORTH AMERICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 132861 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES. 28579 0 0 0 0 0 0 2765089 0 2765089 EUROPE SUPPORT PARTNERSHIPS FOR INCLUSIVE AND SUSTAINABLE SMALL AND GROWING BUSINESSES INITIATIVE 426817 WIRE TRANSFER SUB-SAHARAN AFRICA SUPPORT CHAPTER OPERATIONS IN AFRICA 179790 WIRE TRANSFER SUB-SAHARAN AFRICA SUPPORT CHAPTER OPERATIONS IN AFRICA 173320 WIRE TRANSFER EAST ASIA AND THE PACIFIC PARTICIPATION IN THE ADVANCING WOMEN'S EMPOWERMENT FUND 150000 WIRE TRANSFER EAST ASIA AND THE PACIFIC PARTICIPATION IN THE ADVANCING WOMEN'S EMPOWERMENT FUND 150000 WIRE TRANSFER SUB-SAHARAN AFRICA SUPPORT CHAPTER OPERATIONS IN AFRICA 146174 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA ENGAGE: LEADERSHIP IN A VIRTUAL WORLD 143540 WIRE TRANSFER EAST ASIA AND THE PACIFIC CHAPTER OPERATIONS SUPPORT 140391 WIRE TRANSFER NORTH AMERICA SUPPORT CHAPTER OPERATIONS IN MEXICO 132861 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA STEVENS INITIATIVE CULTURAL EXCHANGE 122036 WIRE TRANSFER SUB-SAHARAN AFRICA GOYN PHASE 1&2 IMPLEMENTATION 100000 WIRE TRANSFER SOUTH ASIA GOYI PHASE 2 IMPLEMENTATION 100000 WIRE TRANSFER SOUTH ASIA GOYI PHASE 1 IMPLEMENTATION 90000 WIRE TRANSFER SOUTH AMERICA GOYI PHASE 1 IMPLEMENTATION/GOYI PHASE 2 IMPLEMENTATION 80000 WIRE TRANSFER SOUTH AMERICA GOYN PHASE 2 IMPLEMENTATION 75000 WIRE TRANSFER EUROPE PARTICIPATION IN THE ADVANCING WOMEN'S EMPOWERMENT FUND 74965 WIRE TRANSFER EUROPE PARTICIPATION IN THE ADVANCING WOMEN'S EMPOWERMENT FUND 74954 WIRE TRANSFER SOUTH AMERICA SUPPORT CHAPTER OPERATIONS IN BRAZIL 61440 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA WOMEN'S LEADERSHIP VIRTUAL EXCHANGE: YOUTH SHARE DIGITAL STORIES 57754 WIRE TRANSFER SUB-SAHARAN AFRICA AWARD SUPPORTING THE 2020 AFRICA IMPACT FORUM 47207 WIRE TRANSFER CENTRAL AMERICA AND THE CARIBBEAN CALI RAAF 2020 CONTRIBUTIONS 28579 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA ENACTUS ENTREPRENEURSHIP EXCHANGE 25278 WIRE TRANSFER SUB-SAHARAN AFRICA RAAF 2020 EXTENDED PROGRAMMING AWARD 24192 WIRE TRANSFER SUB-SAHARAN AFRICA RAAF 2020 EXTENDED PROGRAMMING AWARD 24084 WIRE TRANSFER SOUTH AMERICA SUPPORT CENTRAL AMERICA ANNUAL CONFERENCE 24038 WIRE TRANSFER EAST ASIA AND THE PACIFIC TREADRIGHT FOUNDATION HERITAGE INITIATIVE 20000 WIRE TRANSFER SUB-SAHARAN AFRICA MCNULTY CATALYST AWARD 20000 WIRE TRANSFER SOUTH ASIA SUPPORT CHAPTER OPERATIONS IN INDIA 16444 WIRE TRANSFER EAST ASIA AND THE PACIFIC GLOBAL INCLUSIVE GROWTH SPARK 15337 WIRE TRANSFER SUB-SAHARAN AFRICA GLOBAL INCLUSIVE GROWTH SPARK 15000 WIRE TRANSFER SUB-SAHARAN AFRICA 2020 ASPEN NURE INNOVATOR AWARD 12000 WIRE TRANSFER SOUTH ASIA PPE FOR AFRICA FUND AND COALIATION 10000 WIRE TRANSFER 6 26 HONORARIUM CENTRAL AMERICA AND THE CARIBBEAN 5 72500 WIRE TRANSFER HONORARIUM SUB-SAHARAN AFRICA 5 31000 WIRE TRANSFER STIPEND SOUTH ASIA 1 25000 WIRE TRANSFER HONORARIUM MIDDLE EAST AND NORTH AFRICA 9 24813 WIRE TRANSFER HONORARIUM SOUTH ASIA 3 15563 WIRE TRANSFER AWARDS CENTRAL AMERICA AND THE CARIBBEAN 1 5000 WIRE TRANSFER HONORARIUM NORTH AMERICA 1 500 WIRE TRANSFER 1 0 0 0 0 1 PART I, LINE 2: THE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT THEY DO NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS, ENTITIES, OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY. ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF THE RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS, DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS. PARTICIPANTS ARE EXPECTED TO COMPLY WITH ALL RELEVANT U.S. LAWS. PRIOR TO ISSUING AWARDS TO FOREIGN ENTITIES, THE PROGRAMS ARE BEING ASKED TO COMPLETE A DUE DILIGENCE CHECKLIST, WHICH INCLUDES ADDITIONAL INFORMATION ABOUT THE SUB RECIPIENT INCLUDING: ANY REASONABLY AVAILABLE HISTORICAL INFORMATION ABOUT THE GRANTEE THAT ASSURES THE INSTITUTE OF THE GRANTEE'S IDENTITY AND INTEGRITY SUCH AS THE JURISDICTION IN WHICH A GRANTEE ORGANIZATION IS INCORPORATED OR FORMED; COPIES OF INCORPORATING OR OTHER GOVERNING INSTRUMENTS; INFORMATION ON THE INDIVIDUALS WHO FORMED AND OPERATE THE ORGANIZATION; AND INFORMATION RELATING TO THE GRANTEE'S OPERATING HISTORY; THE GRANTEE OR SERVICE PROVIDER'S NAME IN ENGLISH, AND THE LANGUAGE OF ORIGIN, AND ANY ACRONYM OR OTHER NAMES USED TO IDENTIFY THE GRANTEE; THE JURISDICTIONS IN WHICH A GRANTEE OR SERVICE PROVIDER MAINTAINS A PHYSICAL PRESENCE; THE GRANTEE OR SERVICE PROVIDER'S POSTAL, EMAIL AND WEBSITE ADDRESSES AND PHONE NUMBERS FOR EACH PLACE OF BUSINESS. THE INSTITUTE ALSO CONDUCTS A REASONABLE SEARCH OF PUBLICLY AVAILABLE INFORMATION TO DETERMINE WHETHER THE GRANTEE OR SERVICE PROVIDER IS SUSPECTED OF ACTIVITY RELATING TO TERRORISM, INCLUDING TERRORIST FINANCING OR OTHER SUPPORT. PART I, LINE 3: THE CASH METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN EXPENDITURES. PART III, COL (C): THIS COLUMN REPRESENTS THE ACTUAL NUMBER OF GRANT RECIPIENTS. PART III ACCOUNTING METHOD: PART II, LINE 1: THE CASH METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN GRANTS TO ORGANIZATIONS. SUMMER CELEBRATION 542880 542880 17444 125 181168 SOCRATES BENEFIT DINNER 96300 91300 5000 5517 44 45436 2 170250 165075 5175 17444 40 139574 809430 799255 10175 40405 209 366178 406792 -396617 1 ITHAKA HARBORS INC 2 RECTOR STREET NEW YORK NY 10006 133857105 501(C)(3) 794941 COLLABORATION IN THE AMERICAN TALENT INITIATIVE EQUAL MEASURE 1528 WALNUT STREET SUITE 805 PHILADELPHIA PA 19102 232694572 501(C)(3) 610340 TECHNICAL ASSISTANCE TO SUPPORT OPPORTUNITY YOUTH FORUM COMMUNITIES; COMMON MEASURES ANALYSIS FOR PHILADELPHIA OYF COMMUNITIES; OYF EVALUATION 2.0; COLLABORATION ON CRIMINAL JUSTICE REFORM INITIATIVE GLOBAL NOMADS GROUP 132 NASSAU STREET SUITE 822 NEW YORK NY 10038 752750127 501(C)(3) 541095 STEVENS INITIATIVE CULTURAL EXCHANGE WORLD LEARNING INC 1 KIPLING ROAD PO BOX 676 BRATTLEBORO VT 05302 030179592 501(C)(3) 501678 STEVENS INITIATIVE CULTURAL EXCHANGE SOLIYA INC 261 MADISON AVENUE 9TH FLOOR NEW YORK NY 10016 320060209 501(C)(3) 461307 STEVENS INITIATIVE CULTURAL EXCHANGE 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ASPEN NURE INNOVATOR AWARD UBUNTU BLACK FAMILY WELLNESS COLLECTIVE 2611 GOVERNOR PRINTZ BOULEVARD WILMINGTON DE 19802 844234815 501(C)(3) 12000 NURSE INNOVATOR AWARD TO NURSES WO ARE WORKING ON INNOVATIVE WAYS TO ADDRESS HEALTH CHALLENGES WITHIN THEIR COMMUNITIES. RESTORING OUR OWN THROUGH TRANSFORMATION 394 E TOWN STREET SUITE 204 COLUMBUS OH 43215 821964469 501(C)(3) 12000 2020 ASPEN NURE INNOVATOR AWARD WASHINGTON STATE BOARD FOR COMMUNITY AND TECHNICAL COLLEGES PO BOX 42495 OLYMPIA WA 98504 910823768 N/A 10000 WORKFORCE GUIDED PATHWAYS PILOT FLORIDA COLLEGE SYSTEM FOUNDATION PO BOX 10503 TALLAHASSEE FL 32302 650630384 501(C)(3) 10000 WORKFORCE GUIDED PATHWAYS PILOT TEXAS COMMUNITY COLLEGE EDUCATION INITIATIVE 1304 SAN ANTONIO STREET AUSTIN TX 78701 562358912 501(C)(3) 10000 WORKFORCE GUIDED PATHWAYS PILOT REFUSHE INC 620 N LASALLE DRIVE SUITE 805 CHICAGO IL 60654 260239864 501(C)(3) 10000 PPE FOR AFRICA FUND AND COALIATION 127 8 HONORARIA 342 876369 AWARDS 75 225986 EVENT PARTICIPATION STIPEND 33 165700 PART I, LINE 2: THE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT IT DOES NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS ENTITIES OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY, ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 DANIEL PORTERFIELD PRESIDENT & CEO 549401 0 111776 0 3203 0 28500 0 29472 0 722352 0 0 0 ELLIOT GERSON EXECUTIVE VP 372417 0 0 0 41858 0 42750 0 27250 0 484275 0 0 0 NAMITA KHASAT CFO/CAO/TREASURER 402357 0 0 0 3564 0 36173 0 20777 0 462871 0 0 0 ERIC MOTLEY EVP, CORP SECRETARY 394068 0 0 0 810 0 42750 0 12026 0 449654 0 0 0 DAVID LANGSTAFF EXEC VICE PRESIDENT 368600 0 0 0 6858 0 28500 0 30444 0 434402 0 0 0 MARGARET CLARK VP POLICY PROGRAMS 347495 0 0 0 3564 0 42750 0 11287 0 405096 0 0 0 ANN MOSLE VP, EXECUTIVE DIRECTOR 324656 0 0 0 2322 0 42750 0 29388 0 399116 0 0 0 JANE WALES VP, EXECUTIVE DIRECTOR 336325 0 0 0 11124 0 42750 0 2094 0 392293 0 0 0 MICKEY EDWARDS VP AND PROGRAM DIRECTOR 347054 0 0 0 0 0 28500 0 11225 0 386779 0 0 0 AMY DEMARIA EVP COMM./MRKTNG - UNTIL 08/2020 255135 0 0 0 97871 0 18157 0 7923 0 379086 0 0 0 ERIKA MALLIN EXECUTIVE DIRECTOR 346916 0 0 0 2322 0 15550 0 11347 0 376135 0 0 0 PART I, LINE 1A THE ASPEN INSTITUTE FOLLOWS A POLICY GOVERNING EXPENSE REIMBURSEMENT AND COMPLIES WITH TRAVEL GUIDELINES APPLICABLE TO ALL EMPLOYEES. PART I, LINES 4A-B DURING THE YEAR ENDED DECEMBER 31, 2020, AMY DEMARIA, EXECUTIVE VICE PRESIDENT, COMMUNICATIONS AND MARKETING, RECEIVED $97,106 IN SEVERANCE PAYMENTS. ELLIOT GERSON, EXECUTIVE VICE PRESIDENT, PARTICIPATES IN A RETIREMENT PLAN DESCRIBED IN SECTION 457(F). DURING THE YEAR ENDED DECEMBER 31, 2020, THE INSTITUTE CONTRIBUTED $38,245 TO THE PLAN. X 46 10736193 FMV 0 1 0 PART I, LINE 30B: THIS COLUMN REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE INSTITUTE HAS A WRITTEN GIFT ACCEPTANCE POLICY. IF A DONOR WANTS TO GIVE A GIFT OUTSIDE OF THAT POLICY, IT WILL BE REVIEWED BY SENIOR MANAGEMENT AND, IF NECESSARY, REFERRED TO THE BOARD OF TRUSTEES. FORM 990, PART III, LINE 1 SOCIETY'S BIGGEST CHALLENGES. WE BRING TOGETHER THOUGHTFUL PEOPLE WITH DIVERSE BACKGROUNDS AND POINTS OF VIEW; WE CULTIVATE AND SUPPORT VALUES-BASED, PURPOSE-DRIVEN LEADERS IN MANY COMMUNITIES; WE TURN IDEAS INTO ACTION AND IMPACT FOR INDIVIDUALS AND SOCIETY. FOR NEARLY 70 YEARS, THE INSTITUTE HAS WORKED TO ADVANCE A MISSION TO CULTIVATE ASPIRATIONAL, VALUES-BASED LEADERS; CONVENE DIVERSE THINKERS AND DOERS AROUND CRITICAL QUESTIONS AND ISSUES; ELEVATE COMPELLING IDEAS AND WORKS OF ART, LITERATURE, AND CULTURE; AND NURTURE A STRONG CIVIL SOCIETY, ACCOUNTABLE INSTITUTIONS, AND EFFECTIVE PROBLEM-SOLVING. IT IS BASED IN WASHINGTON, DC WITH CAMPUSES AND OFFICES IN ASPEN, COLORADO, ITS ORIGINAL HOME SINCE ITS FOUNDING IN 1949, AND NEW YORK CITY. ELEVEN OFFICIAL INTERNATIONAL PARTNERS CONDUCT REGULAR MEETINGS AND SEMINARS IN COUNTRIES THROUGHOUT LATIN AMERICA, EUROPE, AND ASIA. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 OF THE INSTITUTE IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM USING INFORMATION OBTAINED FROM INSTITUTE'S STAFF. ONCE THE INITIAL DRAFT IS PREPARED, IT IS REVIEWED BY SR. FINANCE/ACCOUNTING STAFF. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE SECOND DRAFT FORM 990 IS REVIEWED BY AN APPOINTED MEMBER OF THE AUDIT COMMITTEE ALONG WITH THE EVP FINANCE & ADMINISTRATION AND VP OF FINANCE. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE FINAL DRAFT FORM 990 IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE, WHICH INCLUDES THE CHAIR OF THE BOARD OF TRUSTEES. ONCE APPROVED, COPIES ARE THEN DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL ASPEN INSTITUTE TRUSTEES AND EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE AND SIGN A DISCLOSURE AND ACKNOWLEDGEMENT FORM RELATED TO THE INSTITUTE'S CONFLICT OF INTEREST POLICY. SPECIFICALLY, ALL TRUSTEES AND EMPLOYEES ARE REQUIRED TO ACKNOWLEDGE THAT THEY HAVE READ, UNDERSTOOD, AND ARE COMMITTED TO ABIDING BY THE INSTITUTE'S CONFLICT OF INTEREST POLICY, AND TO MAKE CERTAIN DISCLOSURES ABOUT THEIR ACTIVITIES OUTSIDE OF WORK AND FINANCES TO HELP IDENTIFY POSSIBLE CONFLICTS OF INTEREST. ALL EMPLOYEE FORMS ARE SUBMITTED TO THE HUMAN RESOURCES DEPARTMENT, WHICH REVIEWS THEM AND HAS DISCRETION, IN COORDINATION WITH THE GENERAL COUNSEL AND SENIOR MANAGEMENT, TO MAKE RECOMMENDATIONS OR RAISE CONCERNS WITH AFFECTED INDIVIDUALS AS APPROPRIATE. ALL TRUSTEE FORMS ARE SUBMITTED TO THE OFFICE OF THE CORPORATE SECRETARY, WHICH REVIEWS THEM ALONG WITH THE GENERAL COUNSEL. MAJOR CONFLICT OF INTEREST ISSUES INVOLVING TRUSTEES AND/OR SENIOR MANAGEMENT ARE REFERRED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR RESOLUTION. THE CORPORATE SECRETARY, GENERAL COUNSEL AND SENIOR MANAGEMENT REGULARLY CONFER WITH THE CHAIR OF THE AUDIT COMMITTEE REGARDING THE INSTITUTE'S CONFLICT OF INTEREST POLICY AND ANY CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE CONTRACTS WITH AN EXTERNAL COMPENSATION FIRM TO PERFORM A MARKET ANALYSIS TO SET THE SALARY RANGES FOR ALL OF OUR POSITIONS ANNUALLY. THE COMPENSATION FIRM ANALYZES SALARIES FROM LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY RANGE FOR EACH POSITION IN THE INSTITUTE. THE INSTITUTE'S COMPENSATION PHILOSOPHY IS THAT WE GENERALLY TARGET THE 50TH PERCENTILE OF THE MARKET FOR OUR POSITIONS. IN ADDITION TO THE ANNUAL MARKET ANALYSIS FOR ALL POSITIONS, WE CONTRACT WITH AN EXTERNAL COMPENSATION CONSULTANT BI-ANNUALLY TO CONDUCT AN IN-DEPTH ANALYSIS FOR OUR PRESIDENT/CEO AND EACH OF OUR EXECUTIVE OFFICERS. EACH EXECUTIVE'S TOTAL COMPENSATION IS BENCHMARKED AGAINST SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS IN LABOR MARKETS IN WHICH THE INSTITUTE COMPETES FOR EXECUTIVE TALENT. THE RECOMMENDATIONS OF THE CONSULTANT ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND ENDORSEMENT. THE PRESIDENT/CEO'S SALARY IS THEN PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. TO HELP MITIGATE COVID-RELATED BUDGET IMPACTS, A NUMBER OF ACTIONS WERE TAKEN, INCLUDING VOLUNTARY SALARY REDUCTIONS BY ALL SENIOR EXECUTIVE STAFF, A FREEZE ON OPEN POSITIONS, ACROSS THE BOARD CONTROLS ON SALARY INCREASES, AND OTHER RESTRICTIONS ON SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FEDERAL FORM 1023 ARE MADE AVAILABLE UPON REQUEST. THE FEDERAL FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC ON THE INSTITUTE'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 8,100,450. MANAGEMENT AND GENERAL EXPENSES 2,658,368. FUNDRAISING EXPENSES 131,009. TOTAL EXPENSES 10,889,827. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,808,407. MANAGEMENT AND GENERAL EXPENSES 1,247,991. FUNDRAISING EXPENSES 48,618. TOTAL EXPENSES 5,105,016. AUDIO VISUAL/DIGITAL SERVICES: PROGRAM SERVICE EXPENSES 432,342. MANAGEMENT AND GENERAL EXPENSES 137,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569,678. MODERATOR AND SPEAKER: PROGRAM SERVICE EXPENSES 240,848. MANAGEMENT AND GENERAL EXPENSES 78,924. FUNDRAISING EXPENSES 3,011. TOTAL EXPENSES 322,783. CONTRIBUTING WRITERS AND RAPPORTEURS: PROGRAM SERVICE EXPENSES 92,779. MANAGEMENT AND GENERAL EXPENSES 30,403. FUNDRAISING EXPENSES 1,545. TOTAL EXPENSES 124,727. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 85,210. MANAGEMENT AND GENERAL EXPENSES 27,923. FUNDRAISING EXPENSES 1,419. TOTAL EXPENSES 114,552. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 66,488. MANAGEMENT AND GENERAL EXPENSES 21,788. FUNDRAISING EXPENSES 1,107. TOTAL EXPENSES 89,383. PROMOTIONAL EXPENSE: PROGRAM SERVICE EXPENSES 52,491. MANAGEMENT AND GENERAL EXPENSES 17,201. FUNDRAISING EXPENSES 874. TOTAL EXPENSES 70,566. OFFICE CLEANING: PROGRAM SERVICE EXPENSES 26,335. MANAGEMENT AND GENERAL EXPENSES 9,069. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,404. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTABLE PLEDGE -2,000,000.