INSURANCE INSTITUTE FOR BUSINESS & HOME SAFETY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INSURANCE INSTITUTE FOR BUSINESS & HOME SAFETY (EIN 23-2049143)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-13
- IRS object ID
- 202020739349300017
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-13T09:06:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591687531 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PDR CPAS Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4023 Tampa Road Suite 2000 | AddressLine1Txt |
| City | Oldsmar | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34677 | 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 | 232049143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Insurance Institute for Business & Home | BusinessNameLine1Txt |
| Business Name Line2 | Safety | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INSU | BusinessNameControlTxt |
| Phone | 8132863400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 E Fowler Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33617 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roy Wright | PersonNm |
| Person Title | President / CEO | PersonTitleTxt |
| Phone | 8132863400 | PhoneNum |
| Signature | 2020-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia J Zygadlo | PreparerPersonNm |
| PTIN | P00554679 | PTIN |
| Phone | 7277854447 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-27 | IPDt |
| IP Tm | 16:33:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6A70630787BB3B71FC93FA911932905AC4B0A20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 835B3F36E67481A61DE52A175EC479FEC48218DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Roy Wright | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 E Fowler Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,302,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.disastersafety.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | IBHS conducts research to help protect homes and businesses against various causes of loss. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,047,543 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,050,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,531 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $199,766 | CYProgramServiceRevenueAmt |
| PY Investment Income | $198,537 | PYInvestmentIncomeAmt |
| CY Investment Income | $204,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $802 | PYOtherRevenueAmt |
| CY Other Revenue | $518 | CYOtherRevenueAmt |
| PY Total Revenue | $14,313,413 | PYTotalRevenueAmt |
| CY Total Revenue | $17,454,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,339,440 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,473,067 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,421,314 | PYOtherExpensesAmt |
| CY Other Expenses | $6,315,474 | CYOtherExpensesAmt |
| PY Total Expenses | $13,760,754 | PYTotalExpensesAmt |
| CY Total Expenses | $15,788,541 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $552,659 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,666,385 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,356,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,743,620 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,882,997 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,936,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,473,108 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,807,520 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Insurance Institute for Business & Home Safety's mission is to conduct objective, scientific research to identify, evaluate and promote effective actions that strengthen homes, businesses and communities against natural hazards and other causes of loss. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,133,733 | ExpenseAmt |
| Revenue | $4,000 | RevenueAmt |
| Desc | Research Center Projects: At the unique, world-class IBHS Research Center in South Carolina, IBHS conducts a variety of tests to examine the impact of wind, fire, hail and wind-driven water on both residential and commercial structures. The multi-faceted research approach includes: full-scale testing of one- and two-story test specimens; physical testing of individual structural components and building systems; and, evaluation of existing/potential test methods and metrics. Transparent, objective research methodologies are utilized. Research Center staff coordinates and leverages Institute resources through partnerships with manufacturers, trade groups and other scientists and research organizations. Total expense for this work is approximately $4.4 million annually; partnerships with public, private and academic organizations brought in $4,000 of revenue to the Research Center, all of which was utilized for research conducted in conjunction with that specific partnership. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,142,314 | ExpenseAmt |
| Revenue | $195,766 | RevenueAmt |
| Desc | FORTIFIED Programs: IBHS has developed and promulgated a set of science-based, hazard-specific building design, repair, and retrofitting standards for residential and commercial construction. Further development of individual standards is ongoing, and IBHS is in the midst of working to scale up our hurricane standard for new and existing site-built, manufactured and modular homes - while maintaining quality control over the standard and designation process. Total expense for this work in 2018 was confined to the IBHS annual budget in the form of personnel, IT, and travel costs. No revenue is generated by this work. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,406,629 | ExpenseAmt |
| Revenue | -$20,422 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,406,629 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | -$20,422 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,682,676 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 81 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Baxter Gibson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8136751049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 E FOWLER AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33617 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Allen Anderson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Nelson | |||||||
| Director - Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Randall Poole | |||||||
| Director - Vice Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Carol Anderson | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Gavin Blair | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Peggy Echols | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kimberly Bowser | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sean Burgess | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| General Bill Cooney | |||||||
| Chairman Emeritus | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert DiMuccio | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Causgrove | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J Smith Smitty Harrison Jr | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mohit Pande | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy Mosley | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Rockne Corbin | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Brad Lemons | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick McCrink | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Quigley | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Bryon Snethen | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon Riekse | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Craig Tillman | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Lesley Reeter | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Doug Smith | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tim Smith | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Wiedrick | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ryan Vigus | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim Whamond | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra Ballen | |||||||
| Chief Risk Officer | 40.00 | $359,656 | $0 | $77,986 | Yes (X) | ||
| Susan Baxter Gibson | |||||||
| Treasurer and Managing Director of Corp Operations | 40.00 | $196,462 | $0 | $79,131 | Yes (X) | ||
| Anne Cope | |||||||
| Chief Engineer | 40.00 | $260,300 | $0 | $61,930 | Yes (X) | ||
| Alister Watt | |||||||
| Chief Product Officer | 40.00 | $252,000 | $0 | $38,259 | Yes (X) | ||
| Roy Wright | |||||||
| President/CEO | 40.00 | $600,000 | $0 | $40,768 | Yes (X) | ||
| Fred Malik | |||||||
| Managing Director of Commercial Lines | 40.00 | $212,382 | $0 | $59,185 | Yes (X) | ||
| Chuck Miccollis | |||||||
| Managing Director of FORITIFIED | 40.00 | $214,866 | $0 | $60,161 | Yes (X) | ||
| Murray Morrison | |||||||
| Managing Director of Research | 40.00 | $164,861 | $0 | $31,736 | Yes (X) | ||
| Tanya Brown Giammanco | |||||||
| Managing Director of Research | 40.00 | $162,325 | $0 | $30,859 | Yes (X) | ||
| Brian McElhoe | |||||||
| Senior Director Technologies | 40.00 | $149,360 | $0 | $30,120 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,572,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $510,135 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jose Jimenez LLC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 Interbay Blvd | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting | ServicesDesc |
| Compensation | $127,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $16,668,626 | MembershipDuesAmt |
| All Other Contributions | $381,747 | AllOtherContributionsAmt |
| Total Contributions | $17,050,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FORTIFIED Programs | 900099 | $195,766 | $195,766 |
| Research Center Projects Contract | 900099 | $4,000 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $199,766 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,045 | TotalRevenueColumnAmt |
| Exclusion | $193,045 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,574,773 | SecuritiesAmt |
| Other | $283,743 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,542,609 | SecuritiesAmt |
| Other | $304,683 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,164 | SecuritiesAmt |
| Other | -$20,940 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,224 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$20,940 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $32,164 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $518 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,454,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $225,209 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,572,212 | TotalAmt |
| Program Services | $2,084,067 | ProgramServicesAmt |
| Management And General | $488,145 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,238,346 | TotalAmt |
| Program Services | $4,350,410 | ProgramServicesAmt |
| Management And General | $887,936 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,238,330 | TotalAmt |
| Program Services | $1,031,188 | ProgramServicesAmt |
| Management And General | $207,142 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,179 | TotalAmt |
| Program Services | $361,237 | ProgramServicesAmt |
| Management And General | $62,942 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,691 | TotalAmt |
| Management And General | $29,691 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,040 | TotalAmt |
| Management And General | $23,040 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,539 | TotalAmt |
| Program Services | $243,205 | ProgramServicesAmt |
| Management And General | $16,334 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,578 | TotalAmt |
| Program Services | $47,578 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,115 | TotalAmt |
| Program Services | $8,730 | ProgramServicesAmt |
| Management And General | $60,385 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,044 | TotalAmt |
| Program Services | $346,169 | ProgramServicesAmt |
| Management And General | $326,875 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,850 | TotalAmt |
| Program Services | $412,721 | ProgramServicesAmt |
| Management And General | $316,129 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,996 | TotalAmt |
| Program Services | $481,488 | ProgramServicesAmt |
| Management And General | $52,508 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,442 | TotalAmt |
| Program Services | $159,685 | ProgramServicesAmt |
| Management And General | $22,757 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,664 | TotalAmt |
| Management And General | $62,664 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,686,547 | TotalAmt |
| Management And General | $1,686,547 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,550 | TotalAmt |
| Management And General | $136,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Research projects | $910,383 | $822,123 | $88,260 |
| Repairs & Maintenance | $483,318 | $206,724 | $276,594 |
| Misc expense | $309,203 | $125,211 | $183,992 |
| Postage & Telephone | $179,514 | $2,140 | $177,374 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,788,541 | TotalAmt |
| Program Services | $10,682,676 | ProgramServicesAmt |
| Management And General | $5,105,865 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,737,799 | BOYAmt |
| EOY | $7,453,206 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,210,619 | BOYAmt |
| EOY | $7,892,004 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,695 | BOYAmt |
| EOY | $3,189 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,909 | BOYAmt |
| EOY | $68,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,925,781 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,623,035 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,205,752 | BOYAmt |
| EOY | $29,302,746 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,331 | BOYAmt |
| EOY | $24,039 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,356,105 | BOYAmt |
| EOY | $44,743,620 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,124 | BOYAmt |
| EOY | $1,260,555 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,517 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,592 | BOYAmt |
| EOY | $1,555,042 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,654,764 | BOYAmt |
| EOY | $3,120,503 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,882,997 | BOYAmt |
| EOY | $5,936,100 | 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 | $33,471,110 | BOYAmt |
| EOY | $38,805,522 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998 | BOYAmt |
| EOY | $1,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,473,108 | BOYAmt |
| EOY | $38,807,520 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,356,105 | BOYAmt |
| EOY | $44,743,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,666,385 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $452,038 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $3,339,012 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$123,023 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,946,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,410,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,541,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,047,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,256,744 | CurrentTaxYearAmt |
| Total | $68,203,217 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,000 | CurrentTaxYearAmt |
| Total | $224,322 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,969,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,521,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,562,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,114,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,260,744 | CurrentTaxYearAmt |
| Total | $68,427,539 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $68,427,539 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,703 | CurrentTaxYearAmt |
| Total | $500,150 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,703 | CurrentTaxYearAmt |
| Total | $500,150 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $518 | CurrentTaxYearAmt |
| Total | $8,928 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,998,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,565,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,695,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,255,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,421,965 | CurrentTaxYearAmt |
| Total | $68,936,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00730 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $546,757 | InvestmentCostOrOtherBasisAmt |
| Book Value | $546,757 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,529,214 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $7,407,289 | DepreciationAmt |
| Book Value | $29,121,925 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $15,156 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $15,156 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,487,607 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,026,973 | DepreciationAmt |
| Book Value | -$539,366 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $347,047 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $173,617 | DepreciationAmt |
| Book Value | $173,430 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,302,746 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease obligation - current | $135,000 |
| Lease obligation - noncurrent | $270,000 |
| Accrued pension | $2,715,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,120,503 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,906,964 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $452,038 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $452,038 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,454,926 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,454,926 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,788,541 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,788,541 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,788,541 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | IBHS 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 benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. IBHS has identified its tax status as a tax-exempt entity as its only significant tax position; however, IBHS has determined that such tax position does not result in an uncertainty requiring recognition. IBHS is not currently under examination by any taxing jurisdiction. IBHS's federal returns are generally open for examination for three years following the date filed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debra Ballen | ||||||||||||||
| Chief Risk Officer | $325,775 | $0 | $33,881 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $359,656 | $0 | $0 | $0 |
| Susan Baxter Gibson | ||||||||||||||
| Treasurer and Managing Director of C | $180,550 | $0 | $15,912 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $196,462 | $0 | $0 | $0 |
| Anne Cope | ||||||||||||||
| Chief Engineer | $240,000 | $0 | $20,300 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $260,300 | $0 | $0 | $0 |
| Alister Watt | ||||||||||||||
| Chief Product Officer | $240,000 | $0 | $12,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $252,000 | $0 | $0 | $0 |
| Roy Wright | ||||||||||||||
| President/CEO | $500,000 | $0 | $100,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 |
| Fred Malik | ||||||||||||||
| Managing Director of Commercial Line | $196,650 | $0 | $15,732 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $212,382 | $0 | $0 | $0 |
| Chuck Miccollis | ||||||||||||||
| Managing Director of FORITIFIED | $197,125 | $0 | $17,741 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $214,866 | $0 | $0 | $0 |
| Murray Morrison | ||||||||||||||
| Managing Director of Research | $150,733 | $0 | $14,128 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $164,861 | $0 | $0 | $0 |
| Tanya Brown Giammanco | ||||||||||||||
| Managing Director of Research | $150,733 | $0 | $11,592 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,325 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | South Carolina Jobs-Economic Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 570960018 | BondIssuerEIN |
| CUSIP | 837031RV7 | CUSIPNum |
| Bond Issued | 2009-11-05 | BondIssuedDt |
| Issue Price | $9,000,000 | IssuePriceAmt |
| Purpose | Financing for the South Carolina Research Center | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $9,000,000 | TotalProceedsAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has members. |
| Form 990, Part VI, Section A, line 7a | The governing body (Board of Directors) is made up of members who are elected by certain classes of members to serve as a Board member. |
| Form 990, Part VI, Section A, line 7b | Governance decisions are subject to approval by members, stockholders, or persons other than the governing body. |
| Form 990, Part VI, Section B, line 11b | A draft copy is first reviewed by the Treasuer/Managing Director of Corporate Operations and the CEO. Any preliminary corrections are made by the preparing firm. Then, the (revised) draft is electronically transmitted to each Audit & Finance (A&F) Committee member, the President and CEO, and CRO prior to the February A&F Committee meeting. The 990 is presented to the A&F Committee by the Institute's outside auditor; the A&F Committee then has a chance to ask questions and discuss the document. When general agreement is reached, the committee approves the draft. If any changes are made, they are reviewed and approved by the A&F Committee chairman, who then notifies the Treasuer/Managing Director of Corporate Operations that the President & CEO is authorized to sign and send the return to the appropriate federal authority. |
| Form 990, Part VI, Section B, line 12c | The organization conducts audits of staff through online searches, and annually requires each employee to review and sign the conflict of interest policy. Compliance is monitored by the HR department. |
| Form 990, Part VI, Section B, line 15 | The IBHS Board of Directors' Compensation Committee (comprising the three chairmen of the Board, Executive Committee, and Audit & Finance Committee) annually reviews and approves all compensation for the CEO, as well as performance-related salary adjustments and bonuses for all officers. Other key employees' compensation is reviewed annually by the CEO. No less than annually, the CEO and Senior Director of Human Resources research compensation for comparable positions in similar organizations and locations to determine appropriateness of salary levels. The Institute also has a robust, comprehensive compensation structure that covers all employees. |
| Form 990, Part VI, Section C, line 19 | The organization does make its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Pension related changes other than net periodic pension cost -123,023. The prior period adjustment of $3,339,012 reflects the change in accounting principal for Revenue Recognition under ASU 2018-08 |
| Form 990, Part XI, Line 2C | The organization has an audit and finance committee that assumes responsibility for oversight of the audit of financial statements and selection of an independent auditor. |
Comments