THE ASPEN INSTITUTE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE ASPEN INSTITUTE INC (EIN 84-0399006)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-10-23
IRS object ID: 202012979349301406
Schema version: 2019v5.1
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-10-23T10:27:04-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	111986323	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L STREET NW SUITE 850	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	840399006	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	ASPE	BusinessNameControlTxt
Phone	2027365800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 N STREET NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NAMITA KHASAT	PersonNm
Person Title	EVP FIN.& ADMIN./CFO/TREASURER	PersonTitleTxt
Phone	2027365800	PhoneNum
Signature	2020-10-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AARON M FOX	PreparerPersonNm
PTIN	P01365820	PTIN
Phone	2022274000	PhoneNum
Preparation	2020-10-23	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.19.127.190	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-10-23	IPDt
IP Tm	10:26:59	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D0D2FBCF76F1D84FBAF670E308EC05F5F8FD5674	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DANIEL R PORTERFIELD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 N STREET NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$217,377,146	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ASPENINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	CO	LegalDomicileStateCd
Activity Or Mission	THE ASPEN INSTITUTE IS A NONPARTISAN FORUM FOR VALUES-BASED LEADERSHIP AND EXCHANGE OF IDEAS.	ActivityOrMissionDesc
Voting Members Governing Body	82	VotingMembersGoverningBodyCnt
Voting Members Independent	81	VotingMembersIndependentCnt
Total Employee	691	TotalEmployeeCnt
Total Volunteers	81	TotalVolunteersCnt
Total Gross UBI	$12,345,111	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$94,760,517	PYContributionsGrantsAmt
CY Contributions Grants	$108,438,960	CYContributionsGrantsAmt
PY Program Service Revenue	$38,974,610	PYProgramServiceRevenueAmt
CY Program Service Revenue	$42,107,971	CYProgramServiceRevenueAmt
PY Investment Income	-$35,468	PYInvestmentIncomeAmt
CY Investment Income	$917,992	CYInvestmentIncomeAmt
PY Other Revenue	$433,053	PYOtherRevenueAmt
CY Other Revenue	$643,213	CYOtherRevenueAmt
PY Total Revenue	$134,132,712	PYTotalRevenueAmt
CY Total Revenue	$152,108,136	CYTotalRevenueAmt
PY Grants And Similar Paid	$12,117,066	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,957,109	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$59,399,347	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$61,198,381	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,750,499	CYTotalFundraisingExpenseAmt
PY Other Expenses	$71,584,303	PYOtherExpensesAmt
CY Other Expenses	$77,749,839	CYOtherExpensesAmt
PY Total Expenses	$143,100,716	PYTotalExpensesAmt
CY Total Expenses	$145,905,329	CYTotalExpensesAmt
PY Revenues Less Expenses	-$8,968,004	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,202,807	CYRevenuesLessExpensesAmt
Total Assets BOY	$321,124,300	TotalAssetsBOYAmt
Total Assets EOY	$349,619,834	TotalAssetsEOYAmt
Total Liabilities BOY	$42,363,461	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$41,306,714	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$278,760,839	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$308,313,120	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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. 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), NEW YORK CITY, AND WYE RIVER IN MARYLAND.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$67,576,251	ExpenseAmt
Grant	$6,524,009	GrantAmt
Revenue	$11,011,980	RevenueAmt
Desc	POLICY PROGRAMS: THE INSTITUTE'S 32 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 LEGISLATORS AND OTHER DECISION-MAKERS AND ADVANCE THE BEST AND MOST INSPIRED PROPOSALS. OUR POLICY PROGRAMS RANGE IN SIZE FROM $100,000 TO $8 MILLION IN ANNUAL REVENUE AND EXPENSES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$18,066,108	ExpenseAmt
Revenue	$10,941,387	RevenueAmt
Desc	CAMPUS ACTIVITIES: IN ADDITION TO ITS HEADQUARTERS IN WASHINGTON, DC, THE INSTITUTE ALSO CONDUCTS MUCH OF ITS WORK ON TWO CAMPUSES - IN ASPEN, COLORADO AND ON THE WYE RIVER, ON MARYLAND'S EASTERN SHORE. BOTH CAMPUSES PROVIDE NATURAL BEAUTY AND QUIET SURROUNDINGS WHICH ENCOURAGE THOUGHTFUL REFLECTION THAT REFRESHES MIND, BODY AND SPIRIT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$13,296,548	ExpenseAmt
Grant	$39,000	GrantAmt
Revenue	$16,737,477	RevenueAmt
Desc	PUBLIC PROGRAMS: THE INSTITUTE'S 15 PUBLIC PROGRAMS ARE DESIGNED TO FREELY DISSEMINATE THE ORGANIZATION'S IDEAS, AND TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO CONVENE INCLUSIVELY AND ENGAGE IN THOUGHTFUL, NONPARTISAN DIALOGUE. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, SPOTLIGHT HEALTH, THE ASPEN SECURITY FORUM, AND THE ASPEN WORDS PROGRAM. THESE AND OUR OTHER PUBLIC FORUMS ENGAGE OVER 15,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$8,482,814	$335,000	$1,539,329	GLOBAL LEADERSHIP NETWORK
$4,777,818	$10,200	$353,939	OTHER RESTRICTED PROGRAMMING
$2,718,139	$48,900		YOUTH & ENGAGEMENT
$993,666		$1,523,859	SEMINARS

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$16,972,437	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$394,100	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$3,417,127	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$115,911,344	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	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	Yes (1)	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 With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	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	814	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	691	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	82	GoverningBodyVotingMembersCnt
Independent Voting Member	81	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASPEN INSTITUTENAMITA KHASAT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2027362520	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 N STREET NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (92 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DANIEL PORTERFIELD
PRESIDENT & CEO	40.00	Yes (X)	Yes (X)	$720,995	$0	$51,674
ELLIOT GERSON
EXECUTIVE VP	40.00		Yes (X)	$427,653	$0	$79,624
ERIC MOTLEY
EVP, CORP SECRETARY	40.00		Yes (X)	$432,998	$0	$54,280
NAMITA KHASAT
CFO/CAO/TREASURER	40.00		Yes (X)	$397,404	$0	$59,147
CHARLES FIRESTONE
EXECUTIVE DIRECTOR	40.00			$378,927	$0	$67,566	Yes (X)
DAVID LANGSTAFF
EXEC VICE PRESIDENT	40.00		Yes (X)	$385,530	$0	$60,184
MICKEY EDWARDS
VICE PRESIDENT & PROGRAM DIRECTOR	40.00			$346,698	$0	$54,263	Yes (X)
ROSS WIENER
EXECUTIVE DIRECTOR	40.00			$317,274	$0	$79,559	Yes (X)
MARGARET CLARK
VP POLICY PROGRAMS	40.00			$337,684	$0	$54,325	Yes (X)
AMY DEMARIA
EVP COMM./MRKTNG	40.00		Yes (X)	$348,362	$0	$25,284
ERIKA MALLIN
EXECUTIVE DIRECTOR	40.00			$338,386	$0	$18,858	Yes (X)
JAMES SCHINE CROWN
CHAIRMAN	0.30	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM E MAYER
CHAIRMAN EMERITUS	0.30	Yes (X)	Yes (X)	$0	$0	$0
MADELEINE K ALBRIGHT
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JEAN-LUC ALLAVENA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PAUL F ANDERSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DONNA BARKSDALE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MERCEDES BASS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MIGUEL MIKE BEZOS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RICHARD BRADDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BETH BROOKE-MARCINIAK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM D BUDINGER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM BYNUM
TRUSTEE	0.30	Yes (X)		$0	$0	$0
STEPHEN L CARTER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
TROY CARTER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CESAR R CONDE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PENNY COULTER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KATIE COURIC
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANDREA CUNNINGHAM
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KENNETH L DAVIS MD
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JOHN DOERR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
THELMA DUGGIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ARNE DUNCAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL D EISNER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
L BROOKS ENTWISTLE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ALAN FLETCHER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANN B FRIEDMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JUAN RAMON DE LA FUENTE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HENRY LOUIS GATES JR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MIRCEA D GEOANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANTONIO GRACIAS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PATRICK W GROSS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ARJUN GUPTA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JANE HARMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KAYA HENDERSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HAYNE HIPP
TRUSTEE	0.30	Yes (X)		$0	$0	$0
IVAN HODAC
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARK HOPLAMAZIAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GERALD D HOSIER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ROBERT HURST
TRUSTEE	0.30	Yes (X)		$0	$0	$0
NATALIE JARESKO
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SONIA KAPADIA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SALMAN KHAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
TEISUKE KITAYAMA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL KLEIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID KOCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
AMBASSADOR SATINDER K LAMBAH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LAURA LAUDER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MELONY LEWIS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
YO-YO MA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES M MANYIKA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM E MAYER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BONNIE PALMER MCCLOSKEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID MCCORMICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DONALD MCKINNON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNE WELSH MCNULTY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DIANE L MORRIS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KARLHEINZ MUHR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CLARE MUNANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JERRY MURDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARC NATHANSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM A NITZE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HER MAJESTY QUEEN NOOR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JACQUELINE NOVOGRATZ
TRUSTEE	0.30	Yes (X)		$0	$0	$0
OLARA A OTUNNU
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ELAINE PAGELS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CARRIE WALTON PENNER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARGOT L PRITZKER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PETER A REILING
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CONDOLEEZZA RICE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RICARDO SALINAS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LEWIS SANDERS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNA DEAVERE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHELLE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAVIER SOLANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ROBERT K STEEL
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LAURIE M TISCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LUIS GERARDO DEL VALLE TORRES
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GIULIO TREMONTI
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ECKART VON KLAEDEN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RODERICK K VON LIPSEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
VIN WEBER
TRUSTEE	0.30	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,431,911	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$604,764	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	184	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd
COLORADO AUDIO VISUAL INC
409 AABC	ASPEN	CO	81611	AUDIO VISUAL SERVICES	$1,406,255
SAFEGUARD WORLD INT'L LTD
				STAFFING AND PAYROLL SERVICES	$967,760	FODEN BUS CTR MOSS LN 24/25	SANDBACH	UK
PRESIDIO HOLDINGS
12120 SUNSET HILLS ROAD SUITE 202	RESTON	VA	20190	IT SERVICES	$779,077
ARNOLD WORLDWIDE LLC
10 SUMMER STREET	BOSTON	MA	02110	PROJECT MANAGEMENT	$673,400
BRAIN SOURCE INTERNATIONAL
				STAFFING AND PAYROLL SERVICES	$493,225	42-44 BISHOPSGATE	LONDON	UK	EC2N

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	27	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,021,521	FundraisingAmt
Government Grants	$3,390,014	GovernmentGrantsAmt
All Other Contributions	$103,027,425	AllOtherContributionsAmt
Noncash Contributions	$7,423,340	NoncashContributionsAmt
Total Contributions	$108,438,960	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CONTRACT REVENUE	900099	$19,732,673	$19,732,673
SEMINAR AND EVENT FEES	900099	$11,428,607	$11,428,607
CONF./FACILITY FEES	531390	$10,941,387		$10,941,387
BOOK SALES	900099	$5,304	$5,304

Field	Value	IRS element (for citing)
Total Program Service Revenue	$42,107,971	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$721,779	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,170,879	UnrelatedBusinessRevenueAmt
Exclusion	-$449,100	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$95,601	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$140,814	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$45,213	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$45,213	TotalRevenueColumnAmt
Exclusion	-$45,213	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$64,579,966	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$64,383,753	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$196,213	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$196,213	TotalRevenueColumnAmt
Exclusion	$196,213	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$106,054	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,021,521	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$744,443	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$638,389	TotalRevenueColumnAmt
Exclusion	-$638,389	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME	900099	$799,478	$799,478
SUBLEASE INCOME	900099	$294,492	$294,492
ADVERTISING INCOME	541800	$232,845		$232,845

Field	Value	IRS element (for citing)
Other Revenue Total	$1,326,815	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$152,108,136	TotalRevenueColumnAmt
Related Or Exempt Func Income	$31,166,584	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$12,345,111	UnrelatedBusinessRevenueAmt
Exclusion	$157,481	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,723,762	TotalAmt
Program Services	$5,723,762	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$471,547	TotalAmt
Program Services	$471,547	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$761,800	TotalAmt
Program Services	$761,800	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,043,135	TotalAmt
Program Services	$129,579	ProgramServicesAmt
Management And General	$2,669,917	ManagementAndGeneralAmt
Fundraising	$243,639	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$46,417,822	TotalAmt
Program Services	$35,646,110	ProgramServicesAmt
Management And General	$9,016,424	ManagementAndGeneralAmt
Fundraising	$1,755,288	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,195,280	TotalAmt
Program Services	$3,732,919	ProgramServicesAmt
Management And General	$257,875	ManagementAndGeneralAmt
Fundraising	$204,486	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,154,483	TotalAmt
Program Services	$3,732,175	ProgramServicesAmt
Management And General	$246,411	ManagementAndGeneralAmt
Fundraising	$175,897	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,387,661	TotalAmt
Program Services	$2,906,437	ProgramServicesAmt
Management And General	$306,078	ManagementAndGeneralAmt
Fundraising	$175,146	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$15,892,987	TotalAmt
Program Services	$15,892,987	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$470,582	TotalAmt
Program Services	$87,572	ProgramServicesAmt
Management And General	$383,010	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$160,533	TotalAmt
Management And General	$160,533	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$869,696	TotalAmt
Management And General	$869,696	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$13,144,243	TotalAmt
Program Services	$10,833,921	ProgramServicesAmt
Management And General	$2,307,111	ManagementAndGeneralAmt
Fundraising	$3,211	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,575,159	TotalAmt
Program Services	$1,330,135	ProgramServicesAmt
Management And General	$1,155,363	ManagementAndGeneralAmt
Fundraising	$89,661	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,314,695	TotalAmt
Program Services	$1,648,349	ProgramServicesAmt
Management And General	$1,504,087	ManagementAndGeneralAmt
Fundraising	$162,259	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,480,706	TotalAmt
Program Services	$3,487,104	ProgramServicesAmt
Management And General	$1,832,804	ManagementAndGeneralAmt
Fundraising	$160,798	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$14,156,367	TotalAmt
Program Services	$13,325,075	ProgramServicesAmt
Management And General	$455,503	ManagementAndGeneralAmt
Fundraising	$375,789	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,164,997	TotalAmt
Program Services	$3,047,849	ProgramServicesAmt
Management And General	$117,148	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$141	TotalAmt
Management And General	$141	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$946,782	TotalAmt
Program Services	$946,782	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,727,592	TotalAmt
Management And General	$3,727,592	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$400,763	TotalAmt
Program Services	$60,449	ProgramServicesAmt
Management And General	$340,314	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
OTHER AWARDS	$4,302,809	$4,302,809
PARTNER REIMBURSEMENTS	$2,861,390	$2,861,390
AUDIO/VISUAL	$2,108,091	$1,904,603	$75,222	$128,266
PUBLICATIONS	$1,763,408	$1,709,278	$38,097	$16,033

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,408,898	TotalAmt
Program Services	$1,368,712	ProgramServicesAmt
Management And General	$780,160	ManagementAndGeneralAmt
Fundraising	$260,026	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$145,905,329	TotalAmt
Program Services	$115,911,344	ProgramServicesAmt
Management And General	$26,243,486	ManagementAndGeneralAmt
Fundraising	$3,750,499	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,324	BOYAmt
EOY	$69,889	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,904,527	BOYAmt
EOY	$21,026,981	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$34,216,522	BOYAmt
EOY	$31,343,150	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,568,800	BOYAmt
EOY	$7,239,037	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$148,115	BOYAmt
EOY	$145,678	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,919,126	BOYAmt
EOY	$2,129,827	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$117,527,747	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$53,279,900	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$65,977,582	BOYAmt
EOY	$64,247,847	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$26,305,789	BOYAmt
EOY	$33,960,086	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$165,467,450	BOYAmt
EOY	$187,592,348	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,614,065	BOYAmt
EOY	$1,864,991	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$321,124,300	BOYAmt
EOY	$349,619,834	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$12,673,023	BOYAmt
EOY	$14,780,607	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$4,908,602	BOYAmt
EOY	$4,267,004	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,708,367	BOYAmt
EOY	$2,133,883	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,073,469	BOYAmt
EOY	$20,125,220	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$42,363,461	BOYAmt
EOY	$41,306,714	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$109,870,989	BOYAmt
EOY	$119,006,068	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$168,889,850	BOYAmt
EOY	$189,307,052	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$278,760,839	BOYAmt
EOY	$308,313,120	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$321,124,300	BOYAmt
EOY	$349,619,834	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,202,807	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$25,666,749	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$77,267	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$2,394,542	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	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

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	$111,928,714	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$85,321,334	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$92,261,254	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$94,760,517	CurrentTaxYearMinus1YearAmt
Current Tax Year	$108,438,960	CurrentTaxYearAmt
Total	$492,710,779	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,928,714	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$85,321,334	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$92,261,254	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$94,760,517	CurrentTaxYearMinus1YearAmt
Current Tax Year	$108,438,960	CurrentTaxYearAmt
Total	$492,710,779	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$43,888,811	SubstantialContributorsTotAmt
Public Support Total170	$448,821,968	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$894,214	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$190,413	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$759,709	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	-$390,616	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$59,007	CurrentTaxYearAmt
Total	$1,394,713	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$395,329	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$489,228	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$434,052	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$443,054	CurrentTaxYearMinus1YearAmt
Current Tax Year	$799,478	CurrentTaxYearAmt
Total	$2,561,141	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$496,666,633	TotalSupportAmt
Gross Receipts Rltd Activities	$141,050,561	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.90370	PublicSupportCY170Pct
Public Support PY170	0.89160	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2015 AMOUNT: $ 395,329. 2016 AMOUNT: $ 489,228. 2017 AMOUNT: $ 434,052. 2018 AMOUNT: $ 443,054. 2019 AMOUNT: $ 799,478.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$1,067	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$1,067	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	ALLOCATED SALARY EXPENSE FROM COMMUNICATION WITH LEGISLATORS REGARDING PENDING LEGISLATION.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	2	TotalEasementsCnt
Total Acreage	263.88	TotalAcreageCnt
States Easements Held	2	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$1,072,980	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,098,677	BeginningYearBalanceAmt
Contributions	$1,418,728	ContributionsAmt
Investment Earnings Or Losses	$15,369,499	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,524,128	OtherExpendituresAmt
End Year Balance	$126,362,776	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$119,077,203	BeginningYearBalanceAmt
Contributions	$3,995,266	ContributionsAmt
Investment Earnings Or Losses	-$4,694,709	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,279,083	OtherExpendituresAmt
End Year Balance	$115,098,677	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$99,879,276	BeginningYearBalanceAmt
Contributions	$12,665,941	ContributionsAmt
Investment Earnings Or Losses	$10,999,814	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,467,828	OtherExpendituresAmt
End Year Balance	$119,077,203	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$95,232,540	BeginningYearBalanceAmt
Contributions	$4,756,855	ContributionsAmt
Investment Earnings Or Losses	$4,078,477	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,188,596	OtherExpendituresAmt
End Year Balance	$99,879,276	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,203,349	BeginningYearBalanceAmt
Contributions	$16,298,057	ContributionsAmt
Investment Earnings Or Losses	$1,451,696	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,720,562	OtherExpendituresAmt
End Year Balance	$95,232,540	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.29910	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.46490	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.23600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,627,664	OtherCostOrOtherBasisAmt
Book Value	$10,627,664	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$79,265,859	OtherCostOrOtherBasisAmt
Depreciation	$38,717,663	DepreciationAmt
Book Value	$40,548,196	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,927,593	OtherCostOrOtherBasisAmt
Depreciation	$1,475,397	DepreciationAmt
Book Value	$8,452,196	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,954,706	OtherCostOrOtherBasisAmt
Depreciation	$5,318,648	DepreciationAmt
Book Value	$1,636,058	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,751,925	OtherCostOrOtherBasisAmt
Depreciation	$7,768,192	DepreciationAmt
Book Value	$2,983,733	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$64,247,847	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT CONTRACT	$965,314	F
LIMITED PARTNERSHIPS	$186,627,034	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$187,592,348	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
CAPITAL LEASE OBLIGATIONS	$144,472
DEFERRED COMPENSATION	$5,794,536
DEFERRED RENT AND LEASE INCENTIVE	$14,186,212

Field	Value	IRS element (for citing)
Total Liability	$20,125,220	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$178,354,848	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$25,666,749	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$564,402	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$26,231,151	RevenueNotReportedAmt
Revenue Subtotal	$152,123,697	RevenueSubtotalAmt
Investment Expenses Not Incld	$869,696	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$885,257	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$15,561	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$152,108,136	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$146,347,097	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$564,402	DonatedServicesUseFcltsAmt
Other Expenses Included	-$138,195	OtherExpensesIncludedAmt
Expenses Not Reported	$426,207	ExpensesNotReportedAmt
Expenses Subtotal	$145,920,890	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$869,696	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$885,257	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$15,561	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$145,905,329	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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:	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 -744,443. RENTAL EXPENSES -140,814.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RETURN OF GRANT FUNDS -138,195.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES -744,443. RENTAL EXPENSES -140,814.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$2,356,901
SUB-SAHARAN AFRICA	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$1,003,969
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$704,121
SOUTH AMERICA	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$446,216
NORTH AMERICA	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$356,897
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$264,786
SOUTH ASIA	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$107,106
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$65,521

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	$5,305,517	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$5,305,517	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (18 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
EAST ASIA AND THE PACIFIC	CHAPTER OPERATIONS SUPPORT	$114,187	WIRE TRANSFER
EAST ASIA AND THE PACIFIC	CHAPTER OPERATIONS SUPPORT	$86,649	WIRE TRANSFER
SOUTH AMERICA	CHAPTER OPERATIONS SUPPORT	$80,575	WIRE TRANSFER
SOUTH AMERICA	COLLABORATE LAUNCH OF GLOBAL OPPORTUNITY YOUTH INITIATIVE	$75,000	WIRE TRANSFER
SUB-SAHARAN AFRICA	COLLABORATE LAUNCH OF GLOBAL OPPORTUNITY YOUTH INITIATIVE	$75,000	WIRE TRANSFER
SUB-SAHARAN AFRICA	SUPPORT CHAPTER OPERATIONS IN AFRICA	$43,685	WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)	IDRC GLIM SUPPORT	$33,052	WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICA	STEVENS INITIATIVE CULTURAL EXCHANGE	$32,048	WIRE TRANSFER
SUB-SAHARAN AFRICA	IDRC GLIM SUPPORT	$33,000	WIRE TRANSFER
SOUTH AMERICA	IDRC GLIM SUPPORT	$26,400	WIRE TRANSFER
SOUTH ASIA	SUPPORT CHAPTER OPERATIONS IN INDIA	$20,888	WIRE TRANSFER
SUB-SAHARAN AFRICA	SUPPORT CHAPTER OPERATIONS IN AFRICA	$20,740	WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)	ARTISAN ALLIANCE SUPPORT	$20,000	WIRE TRANSFER
SOUTH AMERICA	ARTISAN ALLIANCE SUPPORT	$20,000	WIRE TRANSFER
EAST ASIA AND THE PACIFIC	ARTISAN ALLIANCE SUPPORT	$20,000	WIRE TRANSFER
NORTH AMERICA	SUPPORT CHAPTER OPERATIONS IN MEXICO	$17,750	WIRE TRANSFER
SOUTH AMERICA	SUPPORT CHAPTER OPERATIONS IN BRAZIL	$16,725	WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)	AI CENTRAL EUROPE ANNUAL CONFERENCE	$5,200	WIRE TRANSFER

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	18	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
AWARDS	CENTRAL AMERICA AND THE CARIBBEAN	1	$15,000	WIRE
AWARDS	NORTH AMERICA	1	$1,000	WIRE

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN EXPENDITURES.
PART III, COL (C):	THIS COLUMN REPRESENTS THE ACTUAL NUMBER OF RECIPIENTS, NOT THE ESTIMATED NUMBER OF RECIPIENTS.
PART III ACCOUNTING METHOD:
PART II, LINE 1	THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN GRANTS TO ORGANIZATIONS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL AWARDS DINNER	Event1Nm
Gross Receipts Event1	$1,074,018	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,004,498	CharitableContriEvent1Amt
Gross Revenue Event1	$69,520	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$8,761	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$3,034	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$315,419	OtherDirectExpensesEvent1Amt
Event2	SUMMER CELEBRATION	Event2Nm
Gross Receipts Event2	$595,372	GrossReceiptsEvent2Amt
Charitable Contri Event2	$591,942	CharitableContriEvent2Amt
Gross Revenue Event2	$3,430	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$12,184	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$6,704	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$210,849	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$458,185	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$425,081	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$33,104	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$8,330	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$10,497	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$168,665	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,127,575	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,021,521	CharitableContributionsTotAmt
Gross Revenue Total Events	$106,054	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$29,275	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$20,235	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$694,933	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$744,443	DirectExpenseSummaryEventsAmt
Net Income Summary	-$638,389	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
INTERNATIONAL RESEARCH AND EXCHANGES BOARD INC
1275 K STREET NW SUITE 600	WASHINGTON	DC	20005	223087809	501(C)(3)	$424,716	STEVENS INITIATIVE CULTURAL EXCHANGE
SOLIYA INC
261 MADISON AVENUE 9TH FLOOR	NEW YORK	NY	10016	320060209	501(C)(3)	$328,146	STEVENS INITIATIVE CULTURAL EXCHANGE
EQUAL MEASURE
1528 WALNUT STREET SUITE 805	PHILADELPHIA	PA	19102	232694572	501(C)(3)	$289,065	EVALUATION WORK ON COMMUNITY SOLUTIONS
JOBS FOR THE FUTURE INC
88 BROAD STREET 8TH FLOOR	BOSTON	MA	02110	061164568	501(C)(3)	$257,000	SUPPORT PARTICIPATION OF GLOBAL OPPORTUNITY YOUTH FORUM
YOUTHBUILD USA INC
58 DAY STREET	SOMERVILLE	MA	02144	223076454	501(C)(3)	$213,000	COLLABORATE LAUNCH OF GLOBAL OPPORTUNITY YOUTH INITIATIVE
GLOBAL NOMADS GROUP
132 NASSAU STREET SUITE 822	NEW YORK	NY	10038	752750127	501(C)(3)	$212,953	STEVENS INITIATIVE CULTURAL EXCHANGE
WORLD LEARNING INC
1 KIPLING ROAD PO BOX 676	BRATTLEBORO	VT	05302	030179592	501(C)(3)	$202,628	STEVENS INITIATIVE CULTURAL EXCHANGE
KARAM FOUNDATION
230 NORTHGATE STREET SUITE 742	LAKE FOREST	IL	60045	371548241	501(C)(3)	$181,840	STEVENS INITIATIVE CULTURAL EXCHANGE
SINCLAIR COMMUNITY COLLEGE
444 W 3RD STREET SUITE 12212	DAYTON	OH	45402	237032312	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
NORTHEAST WISCONSIN TECHNICAL COLLEGE
2740 W MASON STREET PO BOX 19042	GREEN BAY	WI	54307	391087141	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
COLUMBIA BASIN COLLEGE
2600 N 20TH AVENUE	PASCO	WA	99301	910824589	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
INDIAN RIVER STATE COLLEGE FOUNDATION INC
3209 VIRGINIA AVENUE	FORT PIERCE	FL	34981	591105591	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
SAN JACINTO COMMUNITY COLLEGE DISTRICT
4624 FAIRMONT PARKWAY	PASADENA	TX	77504	746028285	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
MIAMI DADE COLLEGE
300 NE 2ND AVENUE	MIAMI	FL	33132	591210485	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
GUILFORD TECHNICAL COMMUNITY COLLEGE
601 E MAIN STREET PO BOX 309	JAMESTOWN	NC	27282	560792519	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
THE DISTRICT BOARD OF TRUSTEES OF SANTA FE COLLEGE
3000 NW 83RD STREET	GAINESVILLE	FL	32606	591207627	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
DAVIDSON COUNTY COMMUNITY COLLEGE
PO BOX 1287	LEXINGTON	NC	27293	560792247	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
WAKE TECHNICAL COMMUNITY COLLEGE
9101 FAYETTEVILLE ROAD	RALEIGH	NC	27603	560792775	501(C)(3)	$175,000	IP SITES GATES FOUNDATION FRONTIER SETS
GLOBAL DEVELOPMENT INCUBATOR INC
1634 I STREET NW SUITE 300	WASHINGTON	DC	20006	141945286	501(C)(3)	$172,000	DEVELOPMENT OF GLOBAL OPPORTUNITY YOUTH INITIATIVE
INSTITUTE OF INTERNATIONAL EDUCATION
809 UNITED NATIONS PLAZA	NEW YORK	NY	10017	131624046	501(C)(3)	$157,124	STEVENS INITIATIVE CULTURAL EXCHANGE
WILLIAM RAINEY HARPER COLLEGE EDUCATIONAL FOUNDATION
1200 W ALGONQUIN ROAD	PALATINE	IL	60067	237348228	501(C)(3)	$150,000	IP SITES GATES FOUNDATION FRONTIER SETS
MINNESOTA STATE COLLEGES AND UNIVERSITIES
1920 LEE BOULEVARD	NORTH MANKATO	MN	56003	411687554	501(C)(3)	$150,000	COLLABORATION IN THE SCHEV TACKLING TRANSFER PROJECT
LORAIN COUNTY COMMUNITY COLLEGE
1005 N ABBE ROAD	ELYRIA	OH	44035	340930187	501(C)(3)	$145,000	IP SITES GATES FOUNDATION FRONTIER SETS
BALL STATE UNIVERSITY
2000 UNIVERSITY AVENUE	MUNCIE	IN	47306	356000221	501(C)(3)	$128,991	STEVENS INITIATIVE CULTURAL EXCHANGE
THE WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN
724 E UNIVERSITY AVENUE	ANN ARBOR	MI	48109	383048086	501(C)(3)	$121,391	STEVENS INITIATIVE CULTURAL EXCHANGE
VIRGINIA COMMUNITY COLLEGE SYSTEM
300 ARBORETUM PLACE SUITE 200	RICHMOND	VA	23236	540759063	501(C)(3)	$100,000	COLLABORATION IN THE SCHEV TACKLING TRANSFER PROJECT
EMORY UNIVERSITY
1599 CLIFTON ROAD NE 4TH FLOOR	ATLANTA	GA	30322	580566256	501(C)(3)	$100,000	TO SUPPORT GALI GLOBAL ACCELERATOR LEARNING INITIATIVE
CORPORATION FOR A SKILLED WORKFORCE
1100 VICTORS WAY SUITE 10	ANN ARBOR	MI	48108	382991143	501(C)(3)	$74,800	COLLABORATION ON ECONOMIC OPPORTUNITIES PROGRAM REIMAGINE RETAIL PROJECT
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET	BALTIMORE	MD	21218	520595110	501(C)(3)	$73,455	STEVENS INITIATIVE CULTURAL EXCHANGE
SOCIAL FINANCE INC
10 MILK STREET SUITE 1010	BOSTON	MA	02108	274620963	501(C)(3)	$70,000	INNOVATIVE FINANCE FOR NURSING AND MIDWIFERY
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE BOX 1220	CHAPEL HILL	NC	27599	566001393	501(C)(3)	$69,191	COLLABORATION ON ECONOMIC OPPORTUNITIES PROGRAM CWFA REGIONAL MANUFACTURING PROJECT
REGENTS OF THE UNIVERSITY OF CALIFORNIA
2150 SHATTUCK AVENUE SUITE 300	BERKELEY	CA	94704	946002123	501(C)(3)	$65,891	STEVENS INITIATIVE CULTURAL EXCHANGE
CHICAGO WORKFORCE FUNDER ALLIANCE (CCF)
225 N MICHIGAN AVENUE SUITE 2200	CHICAGO	IL	60601	363432023	501(C)(3)	$50,000	COLLABORATION ON ECONOMIC OPPORTUNITIES PROGRAM REIMAGINE RETAIL PROJECT
PACIFIC COMMUNITY VENTURES INC
51 FEDERAL STREET SUITE 100	SAN FRANCISCO	CA	94107	770485877	501(C)(3)	$50,000	COLLABORATION ON ECONOMIC OPPORTUNITIES PROGRAM REIMAGINE RETAIL PROJECT
MENNONITE ECONOMIC DEVELOPMENT ASSOCIATES
1891 SANTA BARBARA DRIVE SUITE 201	LANCASTER	PA	17601	237398678	501(C)(3)	$33,001	IDRC GLIM SUPPORT
ROOT CAPITAL INC
130 BISHOP ALLEN DRIVE 2ND FLOOR	CAMBRIDGE	MA	02139	043478123	501(C)(3)	$33,000	IDRC GLIM SUPPORT
NONPROFIT ENTERPRISE AND SELF-SUSTAINABLITY TEAM INC
5917 JORDAN AVENUE	EL CERRITO	CA	94530	522018791	501(C)(3)	$33,000	IDRC GLIM SUPPORT
SAN DIEGO WORKFORCE PARTNERSHIP INC
3910 UNIVERSITY AVENUE SUITE 400	SAN DIEGO	CA	92105	330660504	501(C)(3)	$30,000	COLLABORATION ON ECONOMIC OPPORTUNITIES PROGRAM REIMAGINE RETAIL PROJECT
SISTER CITIES INTERNATIONAL INC
915 15TH STREET NW 4TH FLOOR	WASHINGTON	DC	20005	520859021	501(C)(3)	$27,238	STEVENS INITIATIVE CULTURAL EXCHANGE
ARIZONA STATE UNIVERSITY
PO BOX 876011	TEMPE	AZ	85287	860196696	501(C)(3)	$20,332	STEVENS INITIATIVE CULTURAL EXCHANGE
YEAR UP INC
45 MILK STREET 9TH FLOOR	BOSTON	MA	02109	043534407	501(C)(3)	$10,000	COLLABORATE LAUNCH OF GLOBAL OPPORTUNITY YOUTH INITIATIVE

Field	Value	IRS element (for citing)
Total501c3 Org	41	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
HONORARIA	126	$368,580
AWARDS	65	$94,967
EVENT PARTICIPATION STIPEND	8	$8,000

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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
DANIEL PORTERFIELD
PRESIDENT & CEO	$585,876	$0	$130,255	$0	$4,864	$0	$14,000	$0	$37,674	$0	$772,669	$0	$0	$0
ELLIOT GERSON
EXECUTIVE VP	$417,562	$0	$0	$0	$10,091	$0	$42,000	$0	$37,624	$0	$507,277	$0	$0	$0
ERIC MOTLEY
EVP, CORP SECRETARY	$385,863	$0	$42,000	$0	$5,135	$0	$42,000	$0	$12,280	$0	$487,278	$0	$0	$0
NAMITA KHASAT
CFO/CAO/TREASURER	$395,082	$0	$0	$0	$2,322	$0	$33,600	$0	$25,547	$0	$456,551	$0	$0	$0
CHARLES FIRESTONE
EXECUTIVE DIRECTOR	$365,903	$0	$0	$0	$13,024	$0	$42,000	$0	$25,566	$0	$446,493	$0	$0	$0
DAVID LANGSTAFF
EXEC VICE PRESIDENT	$378,672	$0	$0	$0	$6,858	$0	$21,538	$0	$38,646	$0	$445,714	$0	$0	$0
MICKEY EDWARDS
VICE PRESIDENT & PROGRAM DIRECTOR	$346,698	$0	$0	$0	$0	$0	$42,000	$0	$12,263	$0	$400,961	$0	$0	$0
ROSS WIENER
EXECUTIVE DIRECTOR	$313,804	$0	$0	$0	$3,470	$0	$42,000	$0	$37,559	$0	$396,833	$0	$0	$0
MARGARET CLARK
VP POLICY PROGRAMS	$334,120	$0	$0	$0	$3,564	$0	$42,000	$0	$12,325	$0	$392,009	$0	$0	$0
AMY DEMARIA
EVP COMM./MRKTNG	$347,120	$0	$0	$0	$1,242	$0	$12,923	$0	$12,361	$0	$373,646	$0	$0	$0
ERIKA MALLIN
EXECUTIVE DIRECTOR	$337,144	$0	$0	$0	$1,242	$0	$6,473	$0	$12,385	$0	$357,244	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE ASPEN INSTITUTE FOLLOWS A POLICY GOVERNING EXPENSE REIMBURSEMENT AND COMPLIES WITH TRAVEL GUIDELINES APPLICABLE TO ALL EMPLOYEES.	ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$416	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	42	ContributionCnt
Noncash Contributions Rpt F990	$7,422,924	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
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 XI, LINE 9:	RETURN OF GRANT FUNDS 138,195. PROVISION FOR DEFERRED TAXES -1,742,737. LOSS ON UNCOLLECTABLE PLEDGE -790,000.