INSTITUTE FOR POLICY STUDIES: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR POLICY STUDIES (EIN 52-0788947)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349305541
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:47:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521022232 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER COHN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE SUITE 415 | AddressLine1Txt |
| City | NORTH BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | 520788947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR POLICY STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CAVANAGH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2022349382 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH JENNINGS | PreparerPersonNm |
| PTIN | P01319883 | PTIN |
| Phone | 3016526700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.87.50.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:32:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 59BA2CA73C0A1D185C82E5CF98EC8C3050D94926 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BACCAC4079A11146C2B50B678C48A25305F86DB5 | 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 | JOHN CAVANAGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,606,769 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IPS-DC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH AND VISIONARY THINKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 67 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,371,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,214,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,544 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,210 | CYProgramServiceRevenueAmt |
| PY Investment Income | $203,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $182,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87,562 | PYOtherRevenueAmt |
| CY Other Revenue | $80,164 | CYOtherRevenueAmt |
| PY Total Revenue | $4,682,455 | PYTotalRevenueAmt |
| CY Total Revenue | $5,518,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $288,626 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,352,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,395,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,644 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,006,789 | PYOtherExpensesAmt |
| CY Other Expenses | $2,242,825 | CYOtherExpensesAmt |
| PY Total Expenses | $4,417,403 | PYTotalExpensesAmt |
| CY Total Expenses | $4,926,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $265,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $591,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,643,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,435,382 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,116,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $863,778 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,527,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,571,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR POLICY STUDIES (THE INSTITUTE) IS A 57-YEAR-OLD ORGANIZATION THAT IS DEDICATED TO BUILDING A MORE EQUITABLE, ECOLOGICALLY SUSTAINABLE, AND PEACEFUL SOCIETY. IN PARTNERSHIP WITH DYNAMIC SOCIAL MOVEMENTS, IT TURNS TRANSFORMATIVE POLICY IDEAS INTO ACTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,478,619 | ExpenseAmt |
| Grant | $109,961 | GrantAmt |
| Desc | NEW ECONOMY - IPS HAS BEEN A LEADER IN STRENGTHENING RESPONSES TO THE GLOBAL ECONOMY BY PROVIDING RESEARCH, WRITING AND COMMUNICATION. THIS PROJECT HAS PRODUCED COUNTLESS RESEARCH REPORTS, ARTICLES, FORUMS, AND BOOKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $936,195 | ExpenseAmt |
| Grant | $84,000 | GrantAmt |
| Desc | COMMON SECURITY - THIS PROJECT WORKS TO COMBAT ECONOMIC INEQUALITY, ACHIEVE CLIMATE JUSTICE, AND BUILD PEACE REQUIRING SOLUTIONS DESIGNED TO DISMANTLE SYSTEMIC RACISM. IT'S FOCUSED ON FOREIGN POLICY BASED ON HUMAN RIGHTS, INTERNATIONAL LAW, AND DIPLOMACY OVER MILITARY INTERVENTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,316,500 | ExpenseAmt |
| Grant | $70,440 | GrantAmt |
| Revenue | $41,210 | RevenueAmt |
| Desc | AFFILIATES - THE ECONOMIC HARDSHIP REPORTING PROJECT - THE ECONOMIC HARDSHIP REPORTING PROJECT (EHRP) IS A FISCALLY-SPONSORED PROJECT OF THE INSTITUTE DEVOTED TO IMMERSIVE JOURNALISM ABOUT ECONOMIC STRUGGLE. EHRP SUPPORTS ARTICLES, PHOTOGRAPHY, AUDIO AND VIDEO, AND SEEKS TO COMMISSION PIECES FROM JOURNALISTS WHO ARE FINANCIALLY ON THE EDGE AND CAN SPEAK FROM THEIR EXPERIENCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $488,473 | COMMUNICATIONS - INEQUALITY.ORG - INEQUALITY.ORG IS THE PREMIER PORTAL FOR THE PUBLIC AT LARGE, JOURNALISTS, TEACHERS, STUDENTS, ACADEMICS, ACTIVISTS, AND ANY OTHERS SEEKING INFORMATION AND ANALYSIS ON WEALTH AND INCOME INEQUALITY. ULTIMATELY, THE INSTITUTE'S MISSION IS TO CREATE AND CURATE HIGH-QUALITY RESEARCH AND INFORMATION, ALONG WITH COMPELLING STORIES, WITH THE GOAL OF ENDING ECONOMIC INEQUALITY IN THE U.S. AND ABROAD. OTHERWORDS - OTHERWORDS IS A FREE, NON-PROFIT EDITORIAL SERVICE THAT DISTRIBUTES PROGRESSIVE COMMENTARIES TO HEARTLAND NEWSPAPERS ACROSS THE UNITED STATES. FOREIGN POLICY IN FOCUS - FOREIGN POLICY IN FOCUS (FPIF) IS A "THINK TANK WITHOUT WALLS" CONNECTING THE RESEARCH AND ACTION OF MORE THAN 600 SCHOLARS, ADVOCATES, AND ACTIVISTS SEEKING TO MAKE THE UNITED STATES A MORE RESPONSIBLE GLOBAL PARTNER. FPIF PROVIDES TIMELY ANALYSIS OF U.S. FOREIGN POLICY AND INTERNATIONAL AFFAIRS AND RECOMMENDS POLICY ALTERNATIVES. | |
| $85,568 | SPECIAL PROJECTS - THE INSTITUTE NURTURED THE DEVELOPMENT OF SEVERAL PROJECTS WORKING TO BUILD A MORE JUST, PEACEFUL, AND SUSTAINABLE WORLD IN THE U.S. AND AROUND THE GLOBE. | $24,225 |
| $159,542 | NEXT LEADERS - THE NEXT LEADERS PROGRAM BRINGS IN 10-15 NEXT LEADER INTERNS EACH YEAR FOR 10 WEEK PAID INTERNSHIPS, WITH AN EMPHASIS ON LOW-INCOME STUDENTS AND PEOPLE OF COLOR. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $733,583 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $24,225 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,464,897 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | 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 | NY | 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 | KATHLEEN GASPARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOPE FOLARIN | ||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA EHRENREICH | ||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BURKE STANSBURY | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEWIS STEEL | ||||||
| GENERAL COUNSEL | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN CAVANAGH | ||||||
| DIRECTOR/FELLOW | 37.50 | Yes (X) | Yes (X) | $98,640 | $0 | $25,691 |
| ROBERT BOROSAGE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES EARLY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NOURA ERAKAT | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JODIE EVANS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SARITA GUPTA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATRINA VANDEN HEUVEL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDY SHALLAL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARVIN STENDER | ||||||
| TRUSTEE THRU 11/19 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANNY GLOVER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN MALLOY | ||||||
| SECRETARY THRU 11/19 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEIDI PELTIER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,691 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC BAYARD | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6930 PINEY BRANCH ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $200,774 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,209 | FundraisingAmt |
| All Other Contributions | $5,176,266 | AllOtherContributionsAmt |
| Noncash Contributions | $166,251 | NoncashContributionsAmt |
| Total Contributions | $5,214,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $41,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,210 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,210 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,548 | TotalRevenueColumnAmt |
| Exclusion | $45,548 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,185 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,185 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,185 | TotalRevenueColumnAmt |
| Exclusion | $89,185 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,196,280 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,059,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $137,004 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,004 | TotalRevenueColumnAmt |
| Exclusion | $137,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,092 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,209 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,092 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF SPLIT-INTEREST | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$9,021 | TotalRevenueColumnAmt |
| Exclusion | -$9,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$9,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,518,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,210 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,665 | TotalAmt |
| Program Services | $178,665 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,961 | TotalAmt |
| Program Services | $109,961 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,331 | TotalAmt |
| Program Services | $99,975 | ProgramServicesAmt |
| Management And General | $17,259 | ManagementAndGeneralAmt |
| Fundraising | $7,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,767,657 | TotalAmt |
| Program Services | $1,421,372 | ProgramServicesAmt |
| Management And General | $245,383 | ManagementAndGeneralAmt |
| Fundraising | $100,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,604 | TotalAmt |
| Program Services | $23,000 | ProgramServicesAmt |
| Management And General | $3,971 | ManagementAndGeneralAmt |
| Fundraising | $1,633 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,573 | TotalAmt |
| Program Services | $239,278 | ProgramServicesAmt |
| Management And General | $41,308 | ManagementAndGeneralAmt |
| Fundraising | $16,987 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,109 | TotalAmt |
| Program Services | $142,413 | ProgramServicesAmt |
| Management And General | $24,586 | ManagementAndGeneralAmt |
| Fundraising | $10,110 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,598 | TotalAmt |
| Program Services | $2,923 | ProgramServicesAmt |
| Management And General | $1,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,568 | TotalAmt |
| Management And General | $138,568 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,593 | TotalAmt |
| Program Services | $1,115,356 | ProgramServicesAmt |
| Management And General | $18,993 | ManagementAndGeneralAmt |
| Fundraising | $39,244 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,256 | TotalAmt |
| Program Services | $15,593 | ProgramServicesAmt |
| Management And General | $13,272 | ManagementAndGeneralAmt |
| Fundraising | $1,391 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,116 | TotalAmt |
| Program Services | $15,554 | ProgramServicesAmt |
| Management And General | $12,430 | ManagementAndGeneralAmt |
| Fundraising | $132 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,950 | TotalAmt |
| Program Services | $22,917 | ProgramServicesAmt |
| Management And General | $66,653 | ManagementAndGeneralAmt |
| Fundraising | $49,380 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,927 | TotalAmt |
| Program Services | $58,420 | ProgramServicesAmt |
| Management And General | $347,507 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,904 | TotalAmt |
| Program Services | $119,199 | ProgramServicesAmt |
| Management And General | $6,095 | ManagementAndGeneralAmt |
| Fundraising | $2,610 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399 | TotalAmt |
| Program Services | $208 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,824 | TotalAmt |
| Program Services | $6,214 | ProgramServicesAmt |
| Management And General | $52,610 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,876 | TotalAmt |
| Program Services | $3,883 | ProgramServicesAmt |
| Management And General | $18,993 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | $38,241 | $14,117 | $22,276 | $1,848 |
| EQUIPMENT RENTAL | $22,592 | $3,342 | $19,250 | $0 |
| PRINTING AND COPYING | $15,649 | $10,461 | $2,175 | $3,013 |
| DUES AND SUBSCRIPTIONS | $8,066 | $4,157 | $3,538 | $371 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,266 | TotalAmt |
| Program Services | $857,889 | ProgramServicesAmt |
| Management And General | -$862,533 | ManagementAndGeneralAmt |
| Fundraising | $32,910 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,926,725 | TotalAmt |
| Program Services | $4,464,897 | ProgramServicesAmt |
| Management And General | $194,184 | ManagementAndGeneralAmt |
| Fundraising | $267,644 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,048 | BOYAmt |
| EOY | $2,302,272 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,181 | BOYAmt |
| EOY | $797,458 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,605 | BOYAmt |
| EOY | $155,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $675,429 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $302,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,500 | BOYAmt |
| EOY | $373,305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,817,458 | BOYAmt |
| EOY | $4,806,185 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,643,880 | BOYAmt |
| EOY | $8,435,382 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,531 | BOYAmt |
| EOY | $115,561 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810,526 | BOYAmt |
| EOY | $745,017 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,057 | BOYAmt |
| EOY | $863,778 | 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 | $1,898,519 | BOYAmt |
| EOY | $2,093,024 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,629,304 | BOYAmt |
| EOY | $5,478,580 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,527,823 | BOYAmt |
| EOY | $7,571,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,643,880 | BOYAmt |
| EOY | $8,435,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $591,676 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $445,459 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $6,646 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $3,799,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,024,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,430,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,398,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,758,756 | CurrentTaxYearAmt |
| Total | $23,411,728 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,799,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,024,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,430,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,398,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,758,756 | CurrentTaxYearAmt |
| Total | $23,411,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,525,389 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,886,339 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,607 | CurrentTaxYearAmt |
| Total | $734,288 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$6,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$9,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$6,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$8,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$9,021 | CurrentTaxYearAmt |
| Total | -$40,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,105,387 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $386,986 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,380 | DepreciationAmt |
| Book Value | $338,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,003 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,741 | DepreciationAmt |
| Book Value | $34,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $373,305 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $649,296 |
| SUBLET SECURITY DEPOSITS | $750 |
| ANNUITY PAYMENT LIABILITY | $94,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $745,017 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,992,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $445,459 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $29,092 | OtherRevenueAmt |
| Revenue Not Reported | $474,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,518,401 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,518,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,955,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,092 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,092 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,926,725 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,926,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INSTITUTE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE INSTITUTE IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2016 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 29,092. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 29,092. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANTMAKING | SpecificServicesProvidedTxt |
| Region Total Expenditures | $109,961 | RegionTotalExpendituresAmt |
| 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 | $109,961 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $109,961 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA (EL SALVADOR) | RESEARCH | $23,961 | WIRE TRANSFER |
| CENTRAL AMERICA (NICARAGUA) | RESEARCH | $76,000 | WIRE TRANSFER |
| CENTRAL AMERICA (EL SALVADOR) | RESEARCH | $10,000 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| 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: | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD CEREMONY | Event1Nm |
| Gross Receipts Event1 | $67,301 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $38,209 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,092 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,658 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,696 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $12,738 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $67,301 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,209 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,092 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,658 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,696 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,092 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| BALTIMORE BROTHERS LLC | |||||||
| 1713 EDGEWOOD ROAD APT C | TOWSON | MD | 21286 | 810756377 | $51,800 | RESEARCH | |
| ROZ PELLES - REPAIRERS OF THE BREACH | |||||||
| PO BOX 1638 | GOLDSBORO | NC | 27533 | 463332424 | $84,000 | RESEARCH | 501(C)(3) |
| THE SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | 941153307 | $24,225 | RESEARCH | 501(C)(3) |
| WBUR | |||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | 042103547 | $10,000 | RESEARCH | |
| THE MAGNUM CULTURAL FOUNDATION | |||||||
| 59 EAST 4TH ST 7W | NEW YORK | NY | 10003 | 450573269 | $8,640 | RESEARCH | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $166,251 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER REVIEWS THE INSTITUTE'S ANNUAL 990 REPORT (INCLUDING ALL RELEVANT SCHEDULES) BEFORE IT IS SUBMITTED TO THE IRS. THE STAFF MAKES THE DRAFT 990 AVALIABLE TO THE TREASURER NO LATER THAN 7 DAYS BEFORE IT MUST BE POSTMARKED FOR TIMELY SUBMISSION TO THE IRS. THE TREASURER MOVES TO ADDRESS ANY CONCERNS SHE/HE HAS WITH THE PROPOSED RETURN EITHER BY REQUIRING RESPONSES FROM STAFF AND/OR BY BRINGING SUCH CONCERNS TO THE FINANCE COMMITTEE OR THE FULL BOARD. THE TREASURER WILL REPORT THE 990 TO THE FULL BOARD AT THE INSTITUTE'S NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES AND BOARD MEMBERS MUST READ AND SIGN THE INSTITUTE'S CONFLICT OF INTEREST POLICY AS A PART OF THEIR ORIENTATION. THE DEPUTY DIRECTOR ALSO REVIEWS ALL CONTRACT PROPOSALS, CHECK REQUESTS, AND OTHER INVOICES WITH AN EYE TOWARD IDENTIFYING POTENTIAL CONFLICTS AND IMPROPRIETIES. THE DEPUTY DIRECTOR ALSO REMINDS THE STAFF AT LEAST ONCE A YEAR AT A STAFF MEETING OF THE CONFLICT OF INTEREST POLICY. THE CHAIR OF THE BOARD OF TRUSTEES ALSO REMINDS THE BOARD AT REGULAR INTERVALS OF SUCH POLICIES AND THEIR SIGNIFICANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE USES REGULARLY UPDATED COMPARABILITY DATA FOR ALL STAFF SALARIES, INCLUDING ITS DIRECTOR. THE DEPUTY DIRECTOR ADMINISTERS THE INSTITUTE'S STAFF SALARY POLICY AND SETS SALARIES IN CLOSE CONSULTATION WITH THE DIRECTOR. THE BOARD OF TRUSTEES THROUGH ITS STANDING COMPENSATION COMMITTEE REGULARLY REVIEWS THE SALARY OF THE DIRECTOR AND IN THE EVENT OF THE APPOINTMENT OF A NEW DIRECTOR, SETS THE DIRECTOR'S SALARY. THE INSTITUTE HAS A LONGSTANDING INSTITUTIONAL COMMITMENT TO FAIRNESS AND EQUITY AND STRIVES TO ENSURE THAT THE INSTITUTE'S HIGHEST-PAID EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE TO PUBLIC THROUGH THE INSTITUTE'S WEBSITE ALL OF THE INSTITUTE'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE INSTITUTE'S WEBSITE URGES INTERESTED PARTIES TO REQUEST COPIES OF THE AUDIT OR OTHER GOVERNING DOCUMENTS BY REQUESTING THEM FOR THE INSTITUTE'S DEVELOPMENT OFFICE. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 1,115,356. MANAGEMENT AND GENERAL EXPENSES 18,993. FUNDRAISING EXPENSES 39,244. TOTAL EXPENSES 1,173,593. |
| FORM 990, PART XII, LINE 2C | THE INSTITUTE'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR APPOINTING AN INDEPENDENT AUDIT AND OVERSEEING OF THE FINANCIAL STATEMENT AUDIT. THERE WERE NO CHANGES FROM THE PRIOR YEAR. |
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