MARKETING SCIENCE INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARKETING SCIENCE INSTITUTE (EIN 23-1605455)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-11
- IRS object ID
- 202000429349300405
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-11T06:27:09-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822807159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA C BOARDWAY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CONGRESS STREET SUITE 103 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231605455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKETING SCIENCE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 6174912060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021385396 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL TOTO | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6174912060 | PhoneNum |
| Signature | 2019-12-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA C BOARDWAY CPA | PreparerPersonNm |
| PTIN | P00296486 | PTIN |
| Phone | 9785948575 | PhoneNum |
| Preparation | 2019-12-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.90.109.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-17 | IPDt |
| IP Tm | 16:09:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FAB469D74C2FBE178B3826A87D4DD40E9271CBC5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D81413D16995EB1ECBBE4D226F01560C025B1A2D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHERYL TOTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,930,077 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | RESEARCH AND DISSEMINATION OF RESEARCH FINDINGS IN THE SCIENCE OF MARKETING | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,288,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,265,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $175,108 | CYProgramServiceRevenueAmt |
| PY Investment Income | $176,408 | PYInvestmentIncomeAmt |
| CY Investment Income | $231,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,273 | PYOtherRevenueAmt |
| CY Other Revenue | $5,000 | CYOtherRevenueAmt |
| PY Total Revenue | $2,656,257 | PYTotalRevenueAmt |
| CY Total Revenue | $2,677,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $164,038 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $213,884 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,574,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,468,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $731,994 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,060,410 | PYOtherExpensesAmt |
| CY Other Expenses | $1,243,832 | CYOtherExpensesAmt |
| PY Total Expenses | $2,799,103 | PYTotalExpensesAmt |
| CY Total Expenses | $2,925,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$142,846 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$248,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,407,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,240,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,116 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,205,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,914,699 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MARKETING SCIENCE INSTITUTE IS DEDICATED TO BRIDGING THE GAP BETWEEEN MARKETING SCIENCE THEORY AND BUSINESS PRACTICE. THE INSTITUTE IS A CORPORATE-MEMBERSHIP BASED ORGANIZATION WITH LEADING RESEARCHERS FROM UNIVERSITIES WORLDWIDE PARTICIPATING IN MSI RESEARCH PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $250,502 | ExpenseAmt |
| Grant | $213,884 | GrantAmt |
| Desc | MARKETING RESEARCH PROGRAMS COVERING APPROXIMATELY TWENTY-FIVE TOPICS IN THE AREAS OF BRAND EQUITY, METRICS, MANAGING CUSTOMERS, THE ROLE OF MARKETING, RESEARCH TOOLS AND OTHER ISSUES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $185,680 | ExpenseAmt |
| Revenue | $8,463 | RevenueAmt |
| Desc | DISSEMINATION OF MARKETING KNOWLEDGE THROUGH APPROXIMATELY TWENTY-FIVE PUBLICATIONS, INCLUDING RESEARCH REPORTS, MONOGRAPHS AND BOOKS, ELECTRONIC PUBLICATIONS DISTRIBUTED VIA OUR WEBSITE, AND PRESENTATIONS AND MEETINGS OF MARKETING PRACTITIONERS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $119,370 | ExpenseAmt |
| Revenue | $166,645 | RevenueAmt |
| Desc | SPECIAL TOPIC CONFERENCES BRINGING TOGETHER LEADING ACADEMICS AND PRACTITIONERS IN THE FIELD OF MARKETING | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $960,832 | ExpenseAmt |
| Revenue | $5,000 | RevenueAmt |
| Desc | GENERAL MARKETING RESEARCH EXPENSES, PRIMARILY INCLUDING THE COSTS OF PERSONNEL RESPONSIBLE FOR MANAGEMENT OF THE ORGANIZATION'S VARIOUS PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $960,832 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,516,384 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL TOTO CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174912060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021385396 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BARBARA KAHN | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN BRUICH | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA VYTLACIL | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL F MELA | |||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ALT | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN COOPER | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CONOR MCGOVERN | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTYN CROOK | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA FORBUS | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON NUTTER-WIERSBITZKY | |||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KOSTANTIN | |||||||
| VP FINANCE AND PLANNING; C | 40.00 | $166,053 | $0 | $11,920 | Yes (X) | ||
| CHERYL CRAMER-TOTO | |||||||
| PRESIDENT AND CEO | 40.00 | $267,466 | $0 | $17,539 | Yes (X) | ||
| EARL TAYLOR | |||||||
| CHIEF KNOWLEDGE OFFICER | 40.00 | $118,228 | $0 | $26,627 | Yes (X) | ||
| SUSAN KEANE | |||||||
| EDITORIAL DIRECTOR | 30.00 | $125,470 | $0 | $24,047 | Yes (X) | ||
| KATE GREY | |||||||
| VICE PRESIDENT; PROGRAMMING AND CHIEF EXPERIENCE O | 40.00 | $121,528 | $0 | $14,195 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $798,745 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $94,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FUQUA DRIVE BOX 90120 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EXECUTIVE DIRECTOR | ServicesDesc |
| Compensation | $150,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,265,500 | MembershipDuesAmt |
| Total Contributions | $2,265,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE FEES | 541900 | $166,645 | $166,645 |
| PUBLICATION SALES | 511120 | $8,463 | $8,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $175,108 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,803 | TotalRevenueColumnAmt |
| Exclusion | $147,803 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,336,666 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,253,017 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,649 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,649 | TotalRevenueColumnAmt |
| Exclusion | $83,649 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,677,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,108 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,452 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,398 | TotalAmt |
| Program Services | $59,398 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,581 | TotalAmt |
| Program Services | $108,581 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,905 | TotalAmt |
| Program Services | $45,905 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,520 | TotalAmt |
| Program Services | $88,264 | ProgramServicesAmt |
| Management And General | $256,992 | ManagementAndGeneralAmt |
| Fundraising | $88,264 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,902 | TotalAmt |
| Program Services | $389,204 | ProgramServicesAmt |
| Management And General | $35,082 | ManagementAndGeneralAmt |
| Fundraising | $341,616 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,733 | TotalAmt |
| Program Services | $87,719 | ProgramServicesAmt |
| Management And General | $40,462 | ManagementAndGeneralAmt |
| Fundraising | $59,552 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,001 | TotalAmt |
| Program Services | $37,848 | ProgramServicesAmt |
| Management And General | $17,458 | ManagementAndGeneralAmt |
| Fundraising | $25,695 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,123 | TotalAmt |
| Management And General | $20,123 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,280 | TotalAmt |
| Management And General | $33,280 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,737 | TotalAmt |
| Program Services | $155,737 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,201 | TotalAmt |
| Management And General | $15,201 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,895 | TotalAmt |
| Program Services | $85,749 | ProgramServicesAmt |
| Management And General | $62,441 | ManagementAndGeneralAmt |
| Fundraising | $42,705 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,703 | TotalAmt |
| Program Services | $74,523 | ProgramServicesAmt |
| Management And General | $6,047 | ManagementAndGeneralAmt |
| Fundraising | $21,133 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,337 | TotalAmt |
| Program Services | $207,392 | ProgramServicesAmt |
| Management And General | $19,263 | ManagementAndGeneralAmt |
| Fundraising | $86,682 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,252 | TotalAmt |
| Program Services | $49,974 | ProgramServicesAmt |
| Management And General | $36,390 | ManagementAndGeneralAmt |
| Fundraising | $24,888 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TECHNOLOGY AND COMMUNIC | $112,074 | $50,343 | $36,659 | $25,072 |
| PERSONNEL AGENCY FEES | $71,011 | $71,011 | ||
| SCHOLARS MEETING | $21,673 | $21,673 | ||
| STRATEGIC PLANNING | $20,000 | $20,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,546 | TotalAmt |
| Program Services | $34,074 | ProgramServicesAmt |
| Management And General | $27,085 | ManagementAndGeneralAmt |
| Fundraising | $16,387 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925,872 | TotalAmt |
| Program Services | $1,516,384 | ProgramServicesAmt |
| Management And General | $677,494 | ManagementAndGeneralAmt |
| Fundraising | $731,994 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,307 | BOYAmt |
| EOY | $596,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,000 | BOYAmt |
| EOY | $487,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,537 | BOYAmt |
| EOY | $42,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $875,517 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $392,456 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,167 | BOYAmt |
| EOY | $483,061 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,192,563 | BOYAmt |
| EOY | $3,581,867 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,711 | BOYAmt |
| EOY | $46,222 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,020 | BOYAmt |
| EOY | $3,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,407,305 | BOYAmt |
| EOY | $5,240,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,095 | BOYAmt |
| EOY | $319,790 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,541 | BOYAmt |
| EOY | $6,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,636 | BOYAmt |
| EOY | $326,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,205,669 | BOYAmt |
| EOY | $4,914,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,205,669 | BOYAmt |
| EOY | $4,914,699 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,407,305 | BOYAmt |
| EOY | $5,240,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$248,812 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,847 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$29,311 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,907,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,319,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,280,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,288,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,265,500 | CurrentTaxYearAmt |
| Total | $12,061,833 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,907,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,319,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,280,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,288,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,265,500 | CurrentTaxYearAmt |
| Total | $12,061,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $12,061,833 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,729 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,803 | CurrentTaxYearAmt |
| Total | $833,870 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,895,703 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $841,549 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $599,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,575 | DepreciationAmt |
| Book Value | $376,666 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,669 | DepreciationAmt |
| Book Value | $72,714 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,212 | DepreciationAmt |
| Book Value | $33,681 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $483,061 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED CONFERENCE FEE REVENUE | Desc |
| Amt | $6,326 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,326 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,664,213 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,847 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$12,847 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,677,060 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,677,060 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,925,872 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,925,872 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,925,872 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | AWARDS, GRANTS, AND CO-SPONSORSHIP | $38,000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | GRANTS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $44,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $44,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE- NETHERLANDS | RESEARCH GRANT | $7,000 | WIRE |
| EUROPE- GERMANY | RESEARCH GRANT | $6,000 | WIRE |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | RESEARCH GRANT | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $5,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK/WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | MSI'S RESEARCH GRANTS ARE MOST OFTEN STRUCTURED SO THAT THE RESEARCHER(S) RECEIVE THE AWARD PAYMENTS AT THREE OR TWO POINTS. TYPICALLY, ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED. ANOTHER ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED AT THE MIDPOINT OF THE RESEARCH UPON MSI'S RECEIPT OF AN INTERIM REPORT FROM THE RESEARCHER DOCUMENTING HIS/HER PROGRESS. THE FINAL ONE-THIRD OF THE AWARDED FUNDS IS PROVIDED UPON COMPLETION OF THE RESEARCH PROJECT AND MSI'S APPROVAL OF THE FINAL RESEARCH REPORT (IN THE FORM OF AN MSI WORKING PAPER). IN INSTANCES WHERE THERE ARE TWO POINTS OF PAYMENT, ONE HALF OF THE AWARD IS PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED AND THE REMAINING HALF IS ISSUED UPON COMPLETION OF THE PROJECT. THE REQUIREMENTS FOR DELIVERY OF AN INTERIM REPORT AND OF A FINAL RESEARCH REPORT ALLOW MSI TO MONITOR PROGRESS AND TO PROVIDE FUNDS ONLY WHEN THE RESEARCHER'S OBLIGATIONS HAVE BEEN MET. MSI DOES NOT MONITOR ACTUAL EXPENDITURES AGAINST THE AWARDED GRANT. MSI MAINTAINS RECORDS REGARDING THE AMOUNT OF RESEARCH GRANT AWARDS. REGARDING ELIGIBILITY, MSI RESEARCH GRANTS ARE AWARDED ONLY TO QUALIFIED ACADEMIC RESEARCHERS. ACADEMIC RESEARCHERS (FACULTY MEMBERS, OR DOCTORAL STUDENTS WORKING COLLABORATIVELY WITH FACULTY ADVISORS) CAN APPLY FOR FINANCIAL SUPPORT FOR RESEARCH PROJECTS. REGARDLESS OF THE LEVEL OR TYPE OF SUPPORT REQUESTED, THE PRIMARY CRITERION FOR ACCEPTING PROPOSALS IS QUALITY. PROPROSALS ARE INTIALLY SCREENED BY A REVIEW COMMITTEE THAT MEETS MONTHLY, COMPOSED OF THE MSI RESEARCH AND EXECUTIVE DIRECTORS, ACADEMIC RESEARCH ASSOCIATES, AND PROFESSIONAL STAFF. ON OCCASSION, PROPOSALS MAY BE SENT FOR FURTHER DECISION. RESEARCHERS MAY BE ASKED TO REVISE AND RESUBMIT PROPOSALS. PROPOSALS ARE JUDGED IN TERMS OF: (1) POTENTIAL CONTRIBUTION TO PRACTICE AND THOUGHT, (2) ORIGINALITY AND INTELLECTUAL APPEAL OF THE PROPOSED RESEARCH, (3) QUALITY OF CONCEPTUAL DEVELOPMENT, (4) APPROPRIATENESS OF THE METHODOLOGY FOR THE RESEARCH, (5) FEASIBILITY OF THE RESEARCH, (6) FIT OF THE PROPOSED TOPIC WITH MSI FUNDING PRIORITIES, AND (7) QUALIFICATIONS OF THE RESEARCHERS FOR THE PROJECT. |
| PART III, COL (C): | THE DETERMINATION REGARDING THE NUMBER OF RECIPIENTS IS BASED ON ACTUAL FIGURES AND HAVE NOT BEEN ESTIMATED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY | ||||||
| 400 E 7TH ST | BLOOMINGTON | IN | 47405 | 356001673 | $9,000 | GRANT |
| REGENTS OF THE U OF CA | ||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | 956006144 | $8,750 | GRANT |
| UNIVERSITY OF PITTSBURGH | ||||||
| 116 ATWOOD STREET | PITTSBURGH | PA | 15260 | 250965591 | $8,000 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESEARCH AWARDS | 10 | $15,250 |
| RESEARCH GRANTS | 40 | $93,331 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MSI'S RESEARCH GRANTS ARE MOST OFTEN STRUCTURED SO THAT THE RESEARCHER(S) RECEIVE THE AWARD PAYMENTS AT THREE OR TWO POINTS. TYPICALLY, ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED. ANOTHER ONE-THIRD OF THE AWARDED FUNDS ARE PROVIDED AT THE MIDPOINT OF THE RESEARCH UPON MSI'S RECEIPT OF AN INTERIM REPORT FROM THE RESEARCHER DOCUMENTING HIS/HER PROGRESS. THE FINAL ONE-THIRD OF THE AWARDED FUNDS IS PROVIDED UPON COMPLETION OF THE RESEARCH PROJECT AND MSI'S APPROVAL OF THE FINAL RESEARCH REPORT (IN THE FORM OF AN MSI WORKING PAPER). IN INSTANCES WHERE THERE ARE TWO POINTS OF PAYMENT, ONE HALF OF THE AWARD IS PROVIDED WHEN THE FORMAL RESEARCH AGREEMENT IS SIGNED AND THE REMAINING HALF IS ISSUED UPON COMPLETION OF THE PROJECT. THE REQUIREMENTS FOR DELIVERY OF AN INTERIM REPORT AND A FINAL RESEARCH REPORT ALLOW MSI TO MONITOR PROGRESS AND TO PROVIDE FUNDS ONLY WHEN THE RESEARCHER'S OBLIGATIONS HAVE BEEN MET. MSI DOES NOT MONITOR ACTUAL EXPENDITURES AGAINST THE AWARDED GRANT. MSI MAINTAINS RECORDS REGARDING THE AMOUNT OF RESEARCH GRANT AWARDS. RESEARCH PROPOSALS ARE JUDGED IN TERMS OF: (1) POTENTIAL CONTRIBUTION TO PRACTICE AND THOUGHT, (2) ORIGINALITY AND INTELLECTUAL APPEAL OF THE PROPOSED RESEARCH, (3) QUALITY OF CONCEPTUAL DEVELOPMENT, (4) APPROPRIATENESS OF THE METHODOLOGY FOR THE RESEARCH, (5) FEASIBILITY OF THE RESEARCH, (6) FIT OF THE PROPOSED TOPIC WITH MSI FUNDING PRIORITIES, AND (7) QUALIFICATIONS OF THE RESEARCHERS FOR THE PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN KOSTANTIN | ||||||||||||||
| VP FINANCE AND PLANNING; C | $147,220 | $0 | $18,833 | $0 | $0 | $0 | $10,653 | $0 | $1,267 | $0 | $177,973 | $0 | $0 | $0 |
| CHERYL CRAMER-TOTO | ||||||||||||||
| PRESIDENT AND CEO | $223,466 | $0 | $44,000 | $0 | $0 | $0 | $4,400 | $0 | $13,139 | $0 | $285,005 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDED AND APPROVED BY-LAWS WERE APPROVED BY THE VOTING MEMBERS ON APRIL 4, 2019 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT/CEO AND THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEW THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MSI REVIEWS ITS POLICY ON CONFLICT OF INTERESTS AND DISCLOSURE OF CERTAIN INTERESTS ANNUALLY WITH THE COMPENSATION COMMITTEE (CC). STAFF AND EXECUTIVE COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE THE INFORMATION FORMS, THAT IS INCLUDED WITH THE POLICY, ON AN ANNUAL BASIS. THESE FORMS ARE REVIEWED BY THE CC ANNUALLY. THE CC'S INFORMATION FORMS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. ANY FINDINGS ARE MONITORED BY THE CC, THE COO AND THE DIRECTOR OF FINANCE AND ADMINISTRATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE (CC) IS RESPONSIBLE FOR DETERMINING COMPENSATION LEVELS FOR KEY EMPLOYEES. THE CC WILL MEET AT LEAST ANNUALLY TO REVIEW PERFORMANCE OF MSI'S KEY EMPLOYEES. THE CC COLLECTS INPUT FROM MEMBERS OF THE EXECUTIVE COMMITTEE AND FACTORS MARKET CONDITIONS AND TRENDS IN DETERMINING APPROPRIATE COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
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