RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-06-21
- IRS object ID
- 201921729349301022
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-21T18:51:23-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454095250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD SUITE 490 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770054631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD REAGAN PRESIDENTIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION AND INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 8055222977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE NO 200 | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY ZUK | PersonNm |
| Person Title | CHIEF FIN. OFFICER | PersonTitleTxt |
| Phone | 8055222977 | PhoneNum |
| Signature | 2019-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG M FRYE | PreparerPersonNm |
| PTIN | P00090236 | PTIN |
| Phone | 8184610600 | PhoneNum |
| Preparation | 2019-05-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.4.230.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-13 | IPDt |
| IP Tm | 11:58:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D46910A104A8A2DAAC39E3E07B5F25DF59350CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 511B7C54C532CC39B2ECB393546AA5C9E12B661B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN HEUBUSCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DR | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,239,002 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REAGANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 156 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $31,574 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,080 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,597,415 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,375,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,084,384 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,877,712 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,924,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,337,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,859,745 | PYOtherRevenueAmt |
| CY Other Revenue | $2,292,371 | CYOtherRevenueAmt |
| PY Total Revenue | $42,466,176 | PYTotalRevenueAmt |
| CY Total Revenue | $40,883,341 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $737,817 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $716,321 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,568,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,853,613 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $289,629 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $294,960 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,384,388 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,249,769 | PYOtherExpensesAmt |
| CY Other Expenses | $16,128,318 | CYOtherExpensesAmt |
| PY Total Expenses | $23,845,811 | PYTotalExpensesAmt |
| CY Total Expenses | $24,993,212 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,620,365 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,890,129 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $337,526,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,007,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,555,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,101,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $328,970,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $352,906,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. PRESIDENT REAGAN'S MEMORY IS PRESERVED WONDERFULLY AT THE WORLD CLASS MUSEUM LOCATED AT THE REAGAN PRESIDENTIAL LIBRARY, THE LARGEST AND MOST VISITED LIBRARY OF ITS KIND IN THE UNITED STATES. THE REAGAN INSTITUTE PROACTIVELY PROMOTES PRESIDENT REAGAN'S IDEALS AND VISION, AS WELL AS SHARES HIS LEADERSHIP ACCOMPLISHMENTS THAT BROUGHT A COUNTRY TOGETHER AND INSTILLED ENTHUSIASM AND CONFIDENCE AMONG THE AMERICAN PEOPLE. ADDITIONALLY, FOR THE BENEFIT OF GENERATIONS TO COME, THE REAGAN INSTITUTE WILL BE A CENTER FOR YOUTH EDUCATION AND ACADEMIC ALLIANCES, SCHOLARLY WORK, AND SUBSTANTIVE, ISSUE-DRIVEN FORUMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,260,873 | ExpenseAmt |
| Revenue | $753,011 | RevenueAmt |
| Desc | [CENTER OF PUBLIC AFFAIRS]A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCYREAGAN FORUM PARTICIPANTS> AJIT PAI (FCC CHAIRMAN): 10/20/17> LEE EDWARDS (HISTORIAN): 10/24/17> IVANKA TRUMP (SPECIAL ADVISOR TO THE PRESIDENT): 11/5/17> STEVEN MNUCHIN (SECRETARY OF THE TREASURY); 11/5/17> JENNA BUSH (AUTHOR): 11/8/17> BARBARA BUSH (AUTHOR): 11/8/17> PAT BOONE (SINGER, AUTHOR): 11/18/17> BOB BALLARD (EXPLORER): 12/2/17> DAVID LIMBAUGH (AUTHOR): 1/16/18> JAMES BAKER (FORMER UNITED STATES SECRETARY): 2/6/18> JUSTIN TRUDEAU (CANADIAN PRIME MINISTER): 2/9/18> SCOTT LAMB (AUTHOR): 2/21/18> DAVID BRODY (AUTHOR): 2/21/18> HOWARD KURTZ (AUTHOR): 3/5/18> MARK WEINBERG (AUTHOR): 3/6/18> CRAIG SHIRLEY (AUTHOR): 3/14/18> ERICK ERICKSON (AUTHOR): 3/21/18> CHARLOTTE PENCE (AUTHOR): 3/23/18> KAREN PENCE (AUTHOR; 2ND LADY OF THE UNITED STATES): 3/23/18> SHEILA TATE (AUTHOR): 4/19/18> ROBERT JEFFRESS (PASTOR): 4/29/18> DENNIS PRAGER (RADIO HOST): 4/29/18> BRET BAIER (TV HOST, FOX NEWS): 5/21/18> JEREMY BERNARD (FORMER WHITE HOUSE SOCIAL SECRETARY): 6/6/18> LEA BERMAN (FORMER WHITE HOUSE SOCIAL SECRETARY): 6/6/18> MICHAEL POMPEO (UNITES STATES SECRETARY OF STATE): 7/22/18> SEAN SPICER (FORMER WHITE HOUSE PRESS SECRETARY): 7/29/18> GREG GUTFELD (TV HOST, FOX NEWS): 8/12/18> JOHN HEUBUSCH (AUTHOR): 8/14/18> JUDGE JEANNE PIRRO (TV HOST, FOX NEWS): 9/5/18> SARA VINCENT (AUTHOR): 9/12/18> LYNN VLADIC (AUTHOR): 9/12/18> PETER HOLIDAY (AUTHOR): 9/24/18> PETER THIEL (CO-FOUNDER, PAYPAL): 9/24/18 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,483,004 | ExpenseAmt |
| Grant | $716,321 | GrantAmt |
| Desc | [PRESIDENTIAL LEARNING CENTER / EDUCATION PROGRAMS]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA.> AIR FORCE ONE DISCOVERY CENTER: OVER 22,000 5TH THROUGH 12TH GRADE STUDENTS WENT THROUGH THE LIBRARY'S INTERACTIVE AND IMMERSIVE EDUCATIONAL FACILITY KNOWN AS THE AIR FORCE ONE DISCOVERY CENTER. DURING THIS EXPERIENCE, STUDENTS PARTICIPATE IN ROLE-PLAYING EXERCISES BASED UPON THE 1983 UNITED STATES RESCUE MISSION OF AMERICAN STUDENTS IN GRENADA TO LEARN HOW GOVERNMENT WORKS AND HOW DECISIONS ARE MADE. STUDENTS TAKE ON THE ROLES OF IMPORTANT GOVERNMENT FIGURES LIKE THE SECRETARY OF DEFENSE, WHITE HOUSE PRESS CORRESPONDENTS, CHAIRMAN OF THE JOINT CHIEFS OF STAFF, AND EVEN THE PRESIDENT OF THE UNITED STATES WHILE PARTICIPATING IN DIFFERENT MODULES INCLUDING THE WHITE HOUSE PRESS ROOM, THE WHITE HOUSE OVAL OFFICE AND THE U.S.S. RONALD REAGAN COMMAND DECISION CENTER. THIS YEAR, THE TEAM INTEGRATED IPAD TECHNOLOGY INTO THE EXPERIENCE. IN ADDITION, A SECOND SCENARIO, BASED ON KAL FLIGHT 007 IS IN DEVELOPMENT FOR THE 2019-20 SCHOOL YEAR. > GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GE, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. IN 2018, NEARLY 16,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TWENTY STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. RECIPIENTS PARTICIPATED IN A SCHOLARS RETREAT AT THE REAGAN LIBRARY AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED NEARLY $5.5 MILLION DOLLARS TO 137 SCHOLARS.> RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: ROUGHLY 120 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM SCHOOLS ACROSS THE COUNTY COMPRISED THE 2018 CLASS OF RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLAR CANDIDATES. $50,000 IN COLLEGE SCHOLARSHIPS WAS AWARDED TO 16 STUDENTS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. 187 SCHOLARS HAVE RECEIVED MORE THAN $700,000 IN FUNDING FROM THIS PROGRAM.> GREAT COMMUNICATOR DEBATE SERIES: THE RONALD REAGAN GREAT COMMUNICATOR DEBATE SERIES IS DESIGNED TO DEVELOP PROACTIVE, INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS BY CREATING AND HOSTING A NATIONAL SERIES OF HIGH SCHOOL DEBATES. HUNDREDS OF STUDENTS FROM ACROSS THE COUNTRY COMPETED AT SIX REGIONAL QUALIFYING TOURNAMENTS, AND THE FOUNDATION PARTNERED WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION AS WELL AS THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES TO BRING 16 NATIONAL FINALISTS TO THE REAGAN LIBRARY IN SIMI VALLEY. A TOTAL OF $40,000 IN SCHOLARSHIPS WAS AWARDED. MORE THAN 70 SCHOLARS HAVE RECEIVED OVER $200,000 IN FUNDING FROM THIS PROGRAM.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2017, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) CONTINUED TO ENGAGE STUDENTS AND TEACHERS FROM ACROSS THE COUNTRY WITH ITS GOAL OF CULTIVATING INFORMED AND ENGAGED CITIZEN-LEADERS. THE APLC HOSTED PROFESSIONAL DEVELOPMENT OPPORTUNITIES BOTH ONSITE AT THE REAGAN LIBRARY AND THROUGH PRESENTING AND EXHIBITING AT CONFERENCES ACROSS THE COUNTRY. WE DISTRIBUTED THOUSANDS OF COPIES OF OUR FREE CURRICULUM BOTH ONLINE AND IN-PERSON. FOR STUDENTS, THE APLC HOSTED A MEDAL OF HONOR FORUM, THE SIMI VALLEY YOUTH TOWN HALL, THE SIMI VALLEY YOUTH SUMMIT, A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD, A FORUM WITH HOLOCAUST SURVIVOR JAMES BACHNER AND A REAGAN LEADERSHIP SUMMIT. IN TOTAL, THE APLC WORKED WITH THOUSANDS OF STUDENTS AND EDUCATORS BOTH ONSITE AND THROUGH OUTREACH PROGRAMS.> REAGAN LEADERSHIP SUMMIT: THIS YEAR, THE EDUCATION TEAM HOSTED ITS THIRD ANNUAL REAGAN LEADERSHIP SUMMIT. HUNDREDS OF YOUNG LEADERS FROM AROUND THE COUNTRY ATTENDED A TWO DAY WORKSHOP FEATURING KEYNOTE SPEAKERS AND WORKSHOPS HIGHLIGHTING THE LEADERSHIP THEORY AND ACCOMPLISHMENTS OF REAGAN EDUCATION ALUMNI FROM ACROSS OUR SPATE OF PROGRAMS. > STUDENT LEADERSHIP PROGRAM: THIS PAST SUMMER, MORE THAN 180 HIGH SCHOOL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD LEARNED HOW EFFECTIVE COMMUNICATION, OPTIMISM, AND INFORMED DECISION MAKING ARE ESSENTIAL TO LEADERSHIP. THEY SPENT FIVE DAYS AT THE LIBRARY WORKING WITH EDUCATORS, COMMUNITY MENTORS, AND IN SOME CASES THEIR SCHOOL ADMINISTRATION TO CREATE THEIR OWN PERSONAL LEADERSHIP ACTION PLAN. STUDENTS GRADUATE FROM THE PROGRAM PREPARED TO MAKE A DIFFERENCE IN THEIR COMMUNITY OR SCHOOL. STUDENT GRADUATES OF THIS PROGRAM HAVE EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS. RONALD REAGAN INSTITUTE (RRI)> THE RRI ESTABLISHED THE FOLLOWING THREE CENTERS TO BUILD ON THE LEGACY AND IDEAS OF PRESIDENT REAGAN: > THE CENTER FOR PEACE THROUGH STRENGTH (CPTS) PROMOTES PRESIDENT REAGAN'S BELIEF IN A STRONG AMERICAN MILITARY WHICH IS ESSENTIAL TO SECURING PEACE.> THE CENTER FOR CIVICS, EDUCATION, AND OPPORTUNITY (CCEO) INVESTS IN OUR NEXT GENERATION OF CITIZENS BY PROMOTING THE IMPORTANCE OF CIVICS AND EFFECTIVE EDUCATION POLICY.> THE CENTER FOR FREEDOM AND DEMOCRACY (CFD) REAFFIRMS OUR COMMITMENT TO THESE VALUES AT A TIME WHEN DEMOCRATIC INSTITUTIONS ARE IN DOUBT AT HOME AND UNDER ASSAULT ABROAD.> D.C. GREAT COMMUNICATOR SPEAKER SERIES: ADVANCES THE LEGACY OF PRESIDENT REAGAN, THE GREAT COMMUNICATOR, BY HOSTING CONVERSATIONS WITH LEADERS AND INFLUENCERS ON ISSUES OF NATIONAL AND GLOBAL IMPORTANCE. HOUSE SPEAKER PAUL RYAN SPOKE AT THE INAUGURAL SESSION OF THE SERIES ON SEPTEMBER 13, 2018. > REAGAN INSTITUTE SUMMIT ON EDUCATION: ON APRIL 11-12, THE REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE) ELEVATED THE NATIONAL CONVERSATION ON EDUCATION BY CREATING SPACE FOR LEADERS FROM DIVERSE INDUSTRIES AND POLITICAL BACKGROUNDS TO HAVE PURPOSEFUL DISCUSSION OF THE ISSUES EXPOSED IN A NATION AT RISK AND WORK TOGETHER TO IMPROVE THE FUTURE OF EDUCATION IN THE UNITED STATES. RISE 2018 FEATURED KEYNOTE ADDRESSES FROM THE HONORABLE CONDOLEEZZA RICE (FORMER UNITED STATES SECRETARY OF STATE) AND THE HONORABLE MS. BETSY DEVOS (UNITED STATES SECRETARY OF EDUCATION). > THE REAGAN NATIONAL DEFENSE FORUM: ON NOVEMBER 30 - DECEMBER 1, 2018, THE FOUNDATION'S SIXTH REAGAN NATIONAL DEFENSE FORUM (RNDF) BROUGHT TOGETHER LEADERS AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY - INCLUDING MEMBERS OF CONGRESS, CIVILIAN OFFICIALS AND MILITARY LEADERS FROM THE DEFENSE DEPARTMENT AND INDUSTRY - TO ADDRESS THE HEALTH OF OUR NATIONAL DEFENSE AND STIMULATE DISCUSSIONS THAT PROMOTE POLICIES TO STRENGTHEN THE U.S. MILITARY. THE DAY'S THEME WAS "PEACE THROUGH STRENGTH IN AN ERA OF COMPETITION." DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED THE HONORABLE JIM MATTIS (UNITED STATES SECRETARY OF DEFENSE) AND THE PRESENTATION OF THE RONALD REAGAN PEACE THROUGH STRENGTH AWARD TO THE HONORABLE JEH JOHNSON (FORMER UNITED STATES SECRETARY OF HOMELAND SECURITY) AND GENERAL JACK KEAN (USA RETIRED).> REAGAN NEXTGEN: CULTIVATES THE NEXT GENERATION OF PUBLIC POLICY PROFESSIONALS AND CITIZEN LEADERS ALIGNED WITH HIS VISION AND VALUES THROUGH A YOUNG PROFESSIONALS' PROGRAM. RRI HOSTED THE INAUGURAL EVENT OF THE REAGAN NEXTGEN INITIATIVE ON DECEMBER 5, 2018. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, LEADERSHIP AND THE PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. LAUNCHED IN THE SUMMER OF 2016, THE LTAP PROGRAM RECENTLY HOSTED ITS 7TH CLASS OF STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,402,036 | ExpenseAmt |
| Revenue | $6,474,259 | RevenueAmt |
| Desc | [THE MUSEUM]WHEREAS THE REAGAN MUSEUM IS UTILIZED TO TELL THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY, THE LIBRARY'S TEMPORARY GALLERY SPACE IS USED TO BRING IN HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS AS A WAY TO PROVIDE THE LOCAL COMMUNITIES WITH A WORLD-CLASS FAMILY DESTINATION.TEMPORARY EXHIBITS> GENGHIS KHAN: THE EXHIBITION (FEBRUARY 16, 2018 - AUGUST 19, 2018): THIS 10,000 SQUARE FOOT EXHIBITION IS THE MOST COMPREHENSIVE EXHIBITION OF GENGHIS KHAN AND HIS TREASURES TO TOUR. AS THE EXHIBIT PORTRAYED, GENGHIS'S REPUTATION AS THE GREATEST CONQUEROR IS WELL-DESERVED - HE DOMINATED THREE TIMES MORE LAND IN HIS LIFETIME THAN EITHER JULIUS CAESAR OR ALEXANDER THE GREAT, A CONQUEST ATTESTED TO BY THE FORMIDABLE ARRAY OF SWORDS, BOWS, ARROWS, SADDLES AND ARMOR INCLUDED ON DISPLAY. THE HISTORIC EXHIBITION SHOWCASED HUNDREDS OF ARTIFACTS FROM GENGHIS'S 13TH CENTURY EMPIRE, THE LARGEST SUCH COLLECTION EVER TO TOUR.> TITANIC (BEGAN LAST FISCAL YEAR: MAY 27, 2017 - JANUARY 7, 2018): THIS BRAND-NEW 10,000 SQUARE FOOT EXHIBITION, REUNITING HUNDREDS OF TITANIC ARTIFACTS THAT HAVE NOT BEEN TOGETHER SINCE THE SHIP'S FATEFUL NIGHT IN 1912 WITH MATERIAL AND ARTIFACTS FROM THE 1984-1985 DISCOVERY OF THE TITANIC AS WELL AS WITH ITEMS FROM THE 1997 MOVIE, IS A FIRST-OF-ITS-KIND EXHIBITION NOT SEEN ANYWHERE ELSE BEFORE. TITANIC AT THE REAGAN LIBRARY HONORS THE 1,500 SOULS WHO PERISHED IN THAT TRAGEDY, ALONG WITH THE 267 BRAVE AMERICAN SEAMEN WHO PERISHED ON THE THRESHER AND SCORPION. OUT OF RESPECT, NONE OF THE ARTIFACTS DISPLAYED IN THIS EXHIBITION WERE SALVAGED FROM THE WRECK ITSELF - A SACRED FINAL RESTING PLACE.> AN AMERICAN CHRISTMAS (NOVEMBER 6, 2017 - JANUARY 7, 2017): GUESTS ENJOYED A TOUR THROUGH OUR WINTER WONDERLAND FEATURING 25 TREES DECORATED TO CELEBRATE THE DEFINING MOMENTS OF AMERICA'S ROAD TO GREATNESS, FROM THE REVOLUTIONARY ERA TO TODAY. EACH TREE REFLECTED THE LIFE AND TIMES OF AMERICAN SOCIETY AND CULTURE DURING EACH DECADE BETWEEN 1770 AND 2010 AND BEYOND, THUS TRACING THE EVOLUTION OF AMERICA. THROUGH THE USE OF LIGHTS, ORNAMENTS AND DECORATIONS, EACH TREE BECAME ITS OWN PIECE OF MAGNIFICENT ART. ALSO ON DISPLAY WERE A COLLECTION OF BEAUTIFUL HAND-CRAFTED MENORAHS THAT WERE GIVEN TO PRESIDENT REAGAN WHILE IN THE WHITE HOUSE.COMMUNITY EVENTS> PRESIDENTS' DAY, JULY 4TH AND, VETERAN'S DAY: THE LIBRARY CONTINUED ITS TRADITION OF HOSTING THE LOCAL COMMUNITY TO THREE DAYS OF MUSIC, PRESIDENTIAL LOOK-ALIKES, CHILDREN'S ACTIVITIES AND GREAT FOOD. THESE ANNUAL OUTREACH EVENTS HAVE BECOME A STAPLE FOR THE COMMUNITY. > RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON HIS BEHALF ON EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. JAMES A. BAKER, III, WHO SERVED AS UNITED STATES SECRETARY OF THE TREASURY UNDER PRESIDENT REAGAN, AND UNITED STATES SECRETARY OF STATE AND LATER WHITE HOUSE CHIEF OF STAFF UNDER PRESIDENT GEORGE H. W. BUSH, WAS THE PROGRAM'S KEYNOTE SPEAKER. FY2019 REAGAN FORUMS > MARC AMBINDER (AUTHOR): 10/10/18> KEN STARR (FORMER PROSECUTOR): 10/18/18> ERIC METAXAS (AUTHOR): 10/23/18 > SEBASTIAN GORKA (FORMER DEPUTY ASSISTANT TO THE PRESIDENT): 10/29/18> HERSHEL WOODY WILLIAMS (MEDAL OF HONOR RECIPIENT): 11/12/18> GENERAL STANLEY MCCHRYSTAL (FOUR STAR GENERAL): 11/14/18> JON KYL (FORMER UNITED STATES SENATOR, ARIZONA): 2/6/19> CHRIS CHRISTIE (FORMER GOVERNOR, NEW JERSEY): 2/9/19> RAYMOND ARROYO (AUTHOR): 2/22/19> GARY SINISE (ACTOR, AUTHOR): 2/28/19> VICTOR DAVIS HANSON (AUTHOR): 3/18/19> BEN SHAPIRO (RADIO HOST): 3/19/19> JOEL ROSENBERG (AUTHOR): 3/28/19> DENNIS PRAGER (RADIO HOST): 4/14/19> HUGH HEWITT (RADIO HOST): 4/14/19> ALISTAIR BEGG (CHRISTIAN PASTOR/BROADCASTER): 4/14/19> DOUGLAS BRINKLEY (AUTHOR): 5/14/19> SHANNON BREAM (TV HOST, FOX NEWS): 5/30/19> WILLIAM MCRAVEN (FORMER COMMANDER OF THE US SPECIAL OPERATION COMMAND): 6/6/19> GEORGE WILL (AUTHOR): 6/25/19> BRAD THOR (AUTHOR): 7/1/19FY2019 SPECIAL PROGRAMS> THE REAGAN NATIONAL DEFENSE FORUM: 11/30/18 - 12/1/18> THE REAGAN INSTITUTE SUMMIT ON EDUCATION: 4/10/19 - 4/11/19> GOLD STAR FAMILIES MEMORIAL MONUMENT UNVEILING: 11/12/18 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,145,913 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 156 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | PREE KARUNARATNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055772717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK J RYAN JR | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE G BUSCH | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F W ROGERS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICK J CARUSO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL P CASTINE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LODWRICK M COOK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT DAY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE FORBES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADFORD M FREEMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RUDOLPH W GIULIANI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY R IMMELT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN MCLAUGHLIN KOROLOGOS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW J LITTLEFAIR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN R MCCAW | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| K RUPERT MURDOCH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEGGY NOONAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THEODORE B OLSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD L PARSKY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM PATTISON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| T BOONE PICKENS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE SHULTZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEN C SUTTON JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT H TUTTLE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETE WILSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN D HEUBUSCH | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $546,350 | $0 | $58,636 | Yes (X) | ||||
| JERRY ZUK | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $222,501 | $0 | $32,500 | Yes (X) | ||||
| JOANNE M DRAKE | |||||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | $217,710 | $0 | $50,437 | Yes (X) | ||||
| FITZPATRICK MARK E | |||||||||
| CHIEF OF TECHNOLOGY OPERATIONS | 40.00 | $174,967 | $0 | $34,472 | Yes (X) | ||||
| COCHRAN ROBERT A | |||||||||
| DIRECTOR OF DEVELOPMENT - WASHINGTON, D.C. | 40.00 | $224,480 | $0 | $15,211 | Yes (X) | ||||
| GILLER MELISSA MICHELLE | |||||||||
| CHIEF MARKETING OFFICER | 40.00 | $163,736 | $0 | $44,879 | Yes (X) | ||||
| PENNAY ANTHONY O | |||||||||
| CHIEF LEARNING OFFICER | 40.00 | $159,590 | $0 | $32,100 | Yes (X) | ||||
| COLE GARY M | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $222,116 | $0 | $23,681 | Yes (X) | ||||
| JAVIER III ALMARIO D | |||||||||
| SENIOR DATA ARCHITECT & SYTEMS DEVELOPER | 40.00 | $122,512 | $0 | $15,266 | Yes (X) | ||||
| KARUNARATNE PRIYANTHI | |||||||||
| CONTROLLER | 40.00 | $111,750 | $0 | $14,275 | Yes (X) | ||||
| TRAN JANET C | |||||||||
| ASSOCIATE DIRECTOR OF EDUCATION | 40.00 | $109,881 | $0 | $20,464 | Yes (X) | ||||
| SWIFT KATHLEEN A | |||||||||
| CHIEF COMMERCIAL OFFICER | 40.00 | $170,061 | $0 | $36,771 | Yes (X) | ||||
| SHERIDAN STACY ALICIA | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | $207,313 | $0 | $39,184 | Yes (X) | ||||
| BUKRO MOLLY M | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.00 | $104,831 | $0 | $18,249 | Yes (X) | ||||
| GARMAN CARY L | |||||||||
| FINANCIAL CONTROLLER | 40.00 | $148,645 | $0 | $31,089 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,906,443 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $467,214 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBBINS KERSTEN DIRECT | |||||
| 855 EAST COLLINS BLVD | RICHARDSON | TX | 750812251 | DIRECT MAIL SERVICES AND CONSULTING | $418,020 |
| D LUX PRODUCTIONS LLC | |||||
| 5699 KANAN ROAD 235 | AGOURA HILLS | CA | 91301 | HOLOGRAM SERVICES | $355,000 |
| THE FUND FOR AMERICAN STUDIES | |||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | EDUCATION | $318,123 |
| DECOR INTERIOR DESIGN INC | |||||
| 2937 EAST 4TH STREET | LOS ANGELES | CA | 90033 | INTERIOR DESIGN SERVICES | $313,669 |
| GABRIEL GROUP | |||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL CONSULTING | $307,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,375,591 | AllOtherContributionsAmt |
| Noncash Contributions | $26,397 | NoncashContributionsAmt |
| Total Contributions | $28,375,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VISITOR SERVICES | 900099 | $5,124,701 | $5,124,701 |
| FOUNDATION SPECIAL EVENT FEES | 900099 | $753,011 | $753,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,877,712 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,944,423 | TotalRevenueColumnAmt |
| Exclusion | $2,944,423 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,543 | TotalRevenueColumnAmt |
| Exclusion | $553,543 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $974,761 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $617,065 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $357,696 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,696 | TotalRevenueColumnAmt |
| Exclusion | $357,696 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,769,475 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $376,231 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,393,244 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,393,244 | TotalRevenueColumnAmt |
| Exclusion | $1,393,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,743,497 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,362,365 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,381,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,349,558 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,574 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,883,341 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,227,270 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,574 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,248,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,321 | TotalAmt |
| Program Services | $716,321 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,046 | TotalAmt |
| Program Services | $1,467,946 | ProgramServicesAmt |
| Management And General | $448,777 | ManagementAndGeneralAmt |
| Fundraising | $713,323 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,575,654 | TotalAmt |
| Program Services | $2,329,366 | ProgramServicesAmt |
| Management And General | $733,664 | ManagementAndGeneralAmt |
| Fundraising | $512,624 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,668 | TotalAmt |
| Program Services | $184,583 | ProgramServicesAmt |
| Management And General | $107,507 | ManagementAndGeneralAmt |
| Fundraising | $68,578 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,499 | TotalAmt |
| Program Services | $501,736 | ProgramServicesAmt |
| Management And General | $193,551 | ManagementAndGeneralAmt |
| Fundraising | $124,212 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,746 | TotalAmt |
| Program Services | $312,350 | ProgramServicesAmt |
| Management And General | $67,725 | ManagementAndGeneralAmt |
| Fundraising | $87,671 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,521 | TotalAmt |
| Management And General | $177,521 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,200 | TotalAmt |
| Management And General | $72,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,960 | TotalAmt |
| Fundraising | $294,960 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,417 | TotalAmt |
| Management And General | $97,667 | ManagementAndGeneralAmt |
| Fundraising | $42,750 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,708 | TotalAmt |
| Program Services | $815,996 | ProgramServicesAmt |
| Management And General | $538 | ManagementAndGeneralAmt |
| Fundraising | $1,174 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,203 | TotalAmt |
| Program Services | $66,722 | ProgramServicesAmt |
| Management And General | $87,928 | ManagementAndGeneralAmt |
| Fundraising | $9,553 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,036 | TotalAmt |
| Program Services | $29,788 | ProgramServicesAmt |
| Management And General | $497,511 | ManagementAndGeneralAmt |
| Fundraising | $21,737 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,563 | TotalAmt |
| Program Services | $2,172,754 | ProgramServicesAmt |
| Management And General | $35,809 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,285 | TotalAmt |
| Program Services | $187,575 | ProgramServicesAmt |
| Management And General | $15,187 | ManagementAndGeneralAmt |
| Fundraising | $54,523 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,754 | TotalAmt |
| Management And General | $183,754 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,830,988 | TotalAmt |
| Program Services | $3,830,988 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,311 | TotalAmt |
| Program Services | $156,462 | ProgramServicesAmt |
| Management And General | $80,849 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EVENT EXPENSES | $1,827,539 | $1,827,539 | |
| PRINTING & PUBLICATIONS | $1,656,900 | $984,895 | $672,005 |
| FOUNDATION EXHIBITS | $692,929 | $692,929 | |
| NARA EXHIBITS | $304,307 | $304,307 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,007,657 | TotalAmt |
| Program Services | $1,563,656 | ProgramServicesAmt |
| Management And General | $662,723 | ManagementAndGeneralAmt |
| Fundraising | $781,278 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,993,212 | TotalAmt |
| Program Services | $18,145,913 | ProgramServicesAmt |
| Management And General | $3,462,911 | ManagementAndGeneralAmt |
| Fundraising | $3,384,388 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,444,281 | BOYAmt |
| EOY | $21,977,392 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,360,089 | BOYAmt |
| EOY | $50,242,242 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,207 | BOYAmt |
| EOY | $245,784 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,874 | BOYAmt |
| EOY | $885,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,309 | BOYAmt |
| EOY | $1,495,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $143,688,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,124,406 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,613,204 | BOYAmt |
| EOY | $77,564,492 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,683,827 | BOYAmt |
| EOY | $209,596,995 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,355 | BOYAmt |
| EOY | $999,086 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,526,146 | BOYAmt |
| EOY | $363,007,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,717,673 | BOYAmt |
| EOY | $2,305,588 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,560 | BOYAmt |
| EOY | $1,690,928 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,136,993 | BOYAmt |
| EOY | $6,104,945 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,555,226 | BOYAmt |
| EOY | $10,101,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,212,706 | BOYAmt |
| EOY | $153,112,665 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,342,292 | BOYAmt |
| EOY | $133,351,734 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,415,922 | BOYAmt |
| EOY | $66,441,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,970,920 | BOYAmt |
| EOY | $352,906,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,526,146 | BOYAmt |
| EOY | $363,007,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,890,129 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,045,233 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,602,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,724,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,603,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,597,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,375,591 | CurrentTaxYearAmt |
| Total | $114,904,221 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,602,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,724,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,603,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,597,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,375,591 | CurrentTaxYearAmt |
| Total | $114,904,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,786,420 | SubstantialContributorsTotAmt |
| Public Support Total170 | $82,117,801 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,391,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,889,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,335,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,803,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,472,727 | CurrentTaxYearAmt |
| Total | $22,892,867 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $137,797,088 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,833,079 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,657,681 | BeginningYearBalanceAmt |
| Contributions | $26,329,351 | ContributionsAmt |
| Investment Earnings Or Losses | $12,177,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,769,475 | OtherExpendituresAmt |
| End Year Balance | $211,394,903 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,369,728 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,417,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,129,905 | OtherExpendituresAmt |
| End Year Balance | $174,657,681 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,110,413 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,759,315 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $159,369,728 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,308,398 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,207,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000,000 | OtherExpendituresAmt |
| End Year Balance | $150,110,413 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $148,171,329 | BeginningYearBalanceAmt |
| Contributions | $771,616 | ContributionsAmt |
| Investment Earnings Or Losses | $12,325,453 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $960,000 | OtherExpendituresAmt |
| End Year Balance | $160,308,398 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,159,956 | OtherCostOrOtherBasisAmt |
| Book Value | $24,159,956 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,496,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,603,744 | DepreciationAmt |
| Book Value | $42,893,079 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,412,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,520,662 | DepreciationAmt |
| Book Value | $7,892,253 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,619,204 | OtherCostOrOtherBasisAmt |
| Book Value | $2,619,204 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,564,492 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY SECURITIES | $24,408,222 | F |
| EQUITY MUTUAL FUNDS | $85,118,261 | F |
| TRUST FUNDS HELD BY OTHERS | $767,646 | F |
| FIXED INCOME MUTUAL FUNDS | $90,400,206 | F |
| SHORT TERM INVESTMENT IN BROKERAGE | $8,902,660 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $209,596,995 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $50,908,004 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,045,233 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,979,430 | OtherRevenueAmt |
| Revenue Not Reported | $10,024,663 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,883,341 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,883,341 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,972,642 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,979,430 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,979,430 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,993,212 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,993,212 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE LIBRARY, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. IN FEBRUARY 2016 THE FOUNDATION ASSUMED RESPONSIBILITY FOR VISITOR SERVICES AND OPERATES THE ADMISSIONS AREA OF THE MUSEUM. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $206,177 AND $256,054 AT SEPTEMBER 30, 2018 AND 2017, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 1,362,365. RENTAL EXPENSES NETTED AGAINST REVENUE 617,065. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NETTED AGAINST REVENUE 1,362,365. RENTAL EXPENSES NETTED AGAINST REVENUE 617,065. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIEL GROUP | ||||||||
| 3190 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | DIRECT MAIL CONSULTING | 0 | $1,342,842 | $973,822 | $369,020 |
| DIRECT MAIL PROCESSORS INC | ||||||||
| 1150 CONRAD COURT | HAGERSTOWN | MD | 21740 | DIRECT MAIL PROCESSING | 0 | $0 | $13,463 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,342,842 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $987,285 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $369,020 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 141 | RecipientCnt |
| Cash Grant | $716,321 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | ||||||||||||||
| EXECUTIVE DIRECTOR | $421,350 | $0 | $125,000 | $0 | $0 | $0 | $30,457 | $0 | $28,179 | $0 | $604,986 | $0 | $0 | $0 |
| JERRY ZUK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $207,501 | $0 | $15,000 | $0 | $0 | $0 | $4,354 | $0 | $28,146 | $0 | $255,001 | $0 | $0 | $0 |
| JOANNE M DRAKE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $207,710 | $0 | $10,000 | $0 | $0 | $0 | $21,563 | $0 | $28,874 | $0 | $268,147 | $0 | $0 | $0 |
| FITZPATRICK MARK E | ||||||||||||||
| CHIEF OF TECHNOLOGY OPERATIONS | $164,967 | $0 | $10,000 | $0 | $0 | $0 | $17,148 | $0 | $17,324 | $0 | $209,439 | $0 | $0 | $0 |
| COCHRAN ROBERT A | ||||||||||||||
| DIRECTOR OF DEVELOPMENT - WASHINGTON | $210,000 | $0 | $14,480 | $0 | $0 | $0 | $12,250 | $0 | $2,961 | $0 | $239,691 | $0 | $0 | $0 |
| GILLER MELISSA MICHELLE | ||||||||||||||
| CHIEF MARKETING OFFICER | $153,736 | $0 | $10,000 | $0 | $0 | $0 | $16,918 | $0 | $27,961 | $0 | $208,615 | $0 | $0 | $0 |
| PENNAY ANTHONY O | ||||||||||||||
| CHIEF LEARNING OFFICER | $152,590 | $0 | $7,000 | $0 | $0 | $0 | $16,047 | $0 | $16,053 | $0 | $191,690 | $0 | $0 | $0 |
| COLE GARY M | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $212,116 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $23,681 | $0 | $245,797 | $0 | $0 | $0 |
| SWIFT KATHLEEN A | ||||||||||||||
| CHIEF COMMERCIAL OFFICER | $160,061 | $0 | $10,000 | $0 | $0 | $0 | $17,368 | $0 | $19,403 | $0 | $206,832 | $0 | $0 | $0 |
| SHERIDAN STACY ALICIA | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $187,313 | $0 | $20,000 | $0 | $0 | $0 | $21,457 | $0 | $17,727 | $0 | $246,497 | $0 | $0 | $0 |
| BUKRO MOLLY M | ||||||||||||||
| DIRECTOR OF MAJOR GIFTS | $104,831 | $0 | $0 | $0 | $0 | $0 | $13,516 | $0 | $4,733 | $0 | $123,080 | $0 | $0 | $0 |
| GARMAN CARY L | ||||||||||||||
| FINANCIAL CONTROLLER | $140,579 | $0 | $8,066 | $0 | $0 | $0 | $18,061 | $0 | $13,028 | $0 | $179,734 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,397 | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IN AN ANNUAL QUESTIONNAIRE FOR TRUSTEES AND KEY STAFF, SEVERAL RESPONDENTS SELF-IDENTIFIED RELATIONSHIPS OF A BUSINESS NATURE WITH OTHER RESPONDENTS. EXAMPLE OF SUCH RELATIONSHIPS WERE SERVING TOGETHER ON OTHER BOARDS AND USING THE SERVICES OF ANOTHER'S LAW FIRM. ALL RESPONSES WERE REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR CONFLICTS THAT WOULD AFFECT THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE TO A 6 YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | > FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 |
| FORM 990, PART IX, LINE 24E | PROGRAM ADMINISTRATION : PROGRAM SERVICE EXPENSES 285,633. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,633. BANK AND CREDIT CARD FEES : PROGRAM SERVICE EXPENSES 174,136. MANAGEMENT AND GENERAL EXPENSES 204. FUNDRAISING EXPENSES 93,606. TOTAL EXPENSES 267,946. SPEAKER FEES & EXPENSES : PROGRAM SERVICE EXPENSES 224,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,576. PAYROLL PROCESSING FEE : PROGRAM SERVICE EXPENSES 135,539. MANAGEMENT AND GENERAL EXPENSES 46,339. FUNDRAISING EXPENSES 34,081. TOTAL EXPENSES 215,959. SOFTWARE LICENSE FEES : PROGRAM SERVICE EXPENSES 13,111. MANAGEMENT AND GENERAL EXPENSES 181,128. FUNDRAISING EXPENSES 16,682. TOTAL EXPENSES 210,921. DIRECT MAIL POSTAGE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 190,288. TOTAL EXPENSES 190,288. TELEPHONE & DATA : PROGRAM SERVICE EXPENSES 121,877. MANAGEMENT AND GENERAL EXPENSES 51,540. FUNDRAISING EXPENSES 840. TOTAL EXPENSES 174,257. CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 120,725. FUNDRAISING EXPENSES 40,097. TOTAL EXPENSES 160,822. OTHER COSTS: PROGRAM SERVICE EXPENSES 151,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 151,159. TAXES & FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 133,516. FUNDRAISING EXPENSES 8,988. TOTAL EXPENSES 142,504. DIRECT MAIL CONSULTING FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 124,543. TOTAL EXPENSES 124,543. EQUIPMENT RENTALS : PROGRAM SERVICE EXPENSES 89,897. MANAGEMENT AND GENERAL EXPENSES 29,295. FUNDRAISING EXPENSES 5,125. TOTAL EXPENSES 124,317. RECRUITMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,907. FUNDRAISING EXPENSES 63,744. TOTAL EXPENSES 74,651. FUNDRAISING EVENT COSTS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 71,921. TOTAL EXPENSES 71,921. DIRECT MAIL CAGING & FULFILLMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 66,626. TOTAL EXPENSES 66,626. POSTAGE & DELIVERY : PROGRAM SERVICE EXPENSES 47,959. MANAGEMENT AND GENERAL EXPENSES 10,148. FUNDRAISING EXPENSES 7,862. TOTAL EXPENSES 65,969. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 33,092. MANAGEMENT AND GENERAL EXPENSES 29,114. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,206. STAFF TRAINING & EDUCATION : PROGRAM SERVICE EXPENSES 46,068. MANAGEMENT AND GENERAL EXPENSES 6,133. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,201. STAFF INCENTIVES : PROGRAM SERVICE EXPENSES 18,327. MANAGEMENT AND GENERAL EXPENSES 29,731. FUNDRAISING EXPENSES 2,547. TOTAL EXPENSES 50,605. DONOR SUPPORT AND RECOGNITION : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 49,575. TOTAL EXPENSES 49,575. MEDIA : PROGRAM SERVICE EXPENSES 38,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,757. CONFERENCES: PROGRAM SERVICE EXPENSES 38,474. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,474. OTHER MUSEUM SUPPORT : PROGRAM SERVICE EXPENSES 30,204. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,204. DUES & MEMBERSHIPS : PROGRAM SERVICE EXPENSES 27,674. MANAGEMENT AND GENERAL EXPENSES 1,780. FUNDRAISING EXPENSES 31. TOTAL EXPENSES 29,485. SOFTWARE MAINTENANCE : PROGRAM SERVICE EXPENSES 26,800. MANAGEMENT AND GENERAL EXPENSES 2,473. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,273. MARKETING EXPENSES AND RESEARCH : PROGRAM SERVICE EXPENSES 25,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,806. MS SUPPLIES : PROGRAM SERVICE EXPENSES 25,029. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,029. UNIFORMS EXPENSE : PROGRAM SERVICE EXPENSES 9,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,022. TOTAL EXPENSES 10,560. EMPLOYEE BACKGROUND CHECKS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,325. DIRECT MAIL LIST MANAGEMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,700. TOTAL EXPENSES 3,700. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,365. |