FOREIGN POLICY RESEARCH INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOREIGN POLICY RESEARCH INSTITUTE (EIN 23-1731998)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-13
- IRS object ID
- 201932259349301298
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T15:32:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231731998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREIGN POLICY RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE C BURGWIN | PersonNm |
| Person Title | ASST. TREASURER/DIR. FINANCE | PersonTitleTxt |
| Phone | 2157323774 | PhoneNum |
| Signature | 2019-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-13 | IPDt |
| IP Tm | 13:49:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 40B1045984B6BD7CE0CB919AAE2F7A412AF27D98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC80BB28DB493DE71058EC613179C6B5E4EAE681 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN LUXENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,072,939 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FPRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON U.S. FOREIGN POLICY | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,271,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,616,432 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $346,331 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $349,776 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,058 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,969 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,115 | PYOtherRevenueAmt |
| CY Other Revenue | $67,084 | CYOtherRevenueAmt |
| PY Total Revenue | $2,683,857 | PYTotalRevenueAmt |
| CY Total Revenue | $2,036,261 | 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 | $835,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $925,768 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,574 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,613,422 | PYOtherExpensesAmt |
| CY Other Expenses | $1,554,106 | CYOtherExpensesAmt |
| PY Total Expenses | $2,449,241 | PYTotalExpensesAmt |
| CY Total Expenses | $2,479,874 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $234,616 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$443,613 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,914,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,462,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $294,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,612,023 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,168,410 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOREIGN POLICY RESEARCH INSTITUTE (FPRI) IS DEDICATED TO PRODUCING THE HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON CRUCIAL FOREIGN POLICY AND NATIONAL SECURITY CHALLENGES FACING THE UNITED STATES. WE EDUCATE THOSE WHO MAKE AND INFLUENCE POLICY, AS WELL AS THE PUBLIC AT LARGE, THROUGH THE LENS OF HISTORY, GEOGRAPHY, AND CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,430,738 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $58,294 | RevenueAmt |
| Desc | RESEARCH: FPRI BRINGS THE INSIGHTS OF SCHOLARSHIP TO BEAR ON THE DEVELOPMENT OF POLICIES THAT ADVANCE U.S. NATIONAL INTERESTS ABROAD, ADDING PERSPECTIVE TO EVENTS BY FITTING THEM INTO LONGER-RANGE PATTERNS, AND DEVELOPING ALTERNATIVE POLICIES TO DEAL WITH PRESSING U.S. INTERNATIONAL PROBLEMS. MAJOR RESEARCH PROGRAMS ARE: PROGRAM ON NATIONAL SECURITY; CENTER FOR THE STUDY OF AMERICA AND THE WEST; ASIA PROGRAM; PROGRAM ON THE MIDDLE EAST; EURASIA PROGRAM; AND THINK TANKS AND FOREIGN POLICY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $333,988 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $178,655 | RevenueAmt |
| Desc | LECTURES & SEMINARS: FPRI HOSTS NUMEROUS EVENTS THROUGHOUT THE YEAR, SUCH AS BRIEFINGS, BOOKTALKS, AND LECTURES ON ALL ASPECTS OF FOREIGN AFFAIRS. THESE LECTURES AND SEMINARS INCLUDE: AN ANNUAL DINNER WHERE WE AWARD THE BENJAMIN FRANKLIN AWARD FOR PUBLIC SERVICE TO A LEADING FIGURE IN INTERNATIONAL RELATIONS (AWARDEES HAVE INCLUDED HENRY KISSINGER, JAMES MATTIS, MICHAEL HAYDEN, AND ASH CARTER); THE ANNUAL GINSBURG-SATELL LECTURE ON AMERICAN IDENTITY AND CHARACTER; THE ANNUAL TEMPLETON LECTURE ON RELIGION AND WORLD AFFAIRS; AN ANNUAL BRUNCH WITH LEADING INTERNATIONAL SCHOLARS AND PLAYERS; GEOPOLITICS WITH GRANIERI (A MONTHLY EVENT FEATURING INTERVIEWS WITH GUEST SCHOLARS ON SUBJECTS IN THE NEWS); OTHER REGULAR BRIEFINGS ARE HELD IN THE PHILADELPHIA SUBURBS, PRINCETON-NJ, WASHINGTON-DC, AND ELSEWHERE; MONTHLY SALONS WITH LEADING THINKERS ARE ALSO HELD AT THE HOMES OF PRIVATE INDIVIDUALS IN PHILADELPHIA, NEW YORK CITY, AND MIAMI, DRAWING ACADEMICS AND BUSINESS LEADERS TOGETHER FOR INTIMATE DISCUSSIONS ON PRESSING ISSUES OF THE DAY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $111,681 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $167,304 | RevenueAmt |
| Desc | PUBLICATIONS: FPRI SPONSORS AND PUBLISHES A WIDE ARRAY OF ARTICLES, PAPERS, BOOKS, E-BOOKS, AND OTHER PUBLICATIONS FOR POLICYMAKERS, FOR EDUCATORS, AND FOR THE PUBLIC. THESE INCLUDE: ORBIS: FPRI'S JOURNAL OF WORLD AFFAIRS; GEOPOLITICUS: THE FPRI BLOG; E-NOTES (REGULAR BULLETINS COVERING TOPICS IN THE NEWS; FOOTNOTES (AN FPRI BULLETIN INTENDED FOR EDUCATORS); AND E-BOOKS (WEB-BASED MONOGRAPHS AND ESSAY COLLECTIONS). FPRI ALSO PROVIDES ACCESS TO AND DISTRIBUTES AUDIO-VISUAL MATERIALS, INCLUDING: A YOU-TUBE CHANNEL; REGULAR PODCASTS; V-NOTES (VIDEO ESSAYS FUSING SCHOLARLY RIGOR, RARE FOOTAGE, AND INNOVATIVE ANALYSIS ABOUT AMERICAN FOREIGN POLICY TOWARD THE ARAB WORLD AND BEYOND); FPRI RADIO (PODCASTS BETWEEN MEMBERS OF THE FPRI STAFF AND LEADING EXPERTS ON CURRENT EVENTS RELATING TO AND AFFECTING WORLD AFFAIRS). THE EURASIA PROGRAM OFFERS SPECIAL REPORTS ON RUSSIAN FOREIGN POLICY AND THE RUSSIAN ECONOMY, PLUS THE BALTIC BULLETIN AND A SERIES ON THE BLACK SEA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $200,350 | ExpenseAmt |
| Revenue | $8,163 | RevenueAmt |
| Desc | EDUCATION ACTIVIES: THE BUTCHER HISTORY INSTITUTE, CO-CHAIRED BY PULITZER PRIZE-WINNING HISTORIAN WALTER A. MCDOUGALL AND FPRI SENIOR FELLOW DAVID EISENHOWER, AIMS TO CONTIBUTE TO THE MORE EFFECTIVE TEACHING OF HISTORY AND TO THE PUBLIC DISCOURSE OVER AMERICA'S IDENTITY AND ITS ROLE IN THE WORLD. RECURRING HISTORY INSTITUTES ADDRESS AMERICAN MILITARY HISTORY AND TOPICS CONCERNING THE MIDDLE EAST, AND EURASIA. THE INSTITUTES ARE PRESENTED BY DISTINGUISHED SCHOLARS FROM FPRI AND ELSEWHERE. THE INSTITUTES ARE WEEKEND-LONG SEMINARS PRESENTED TO HIGH-SCHOOL TEACHERS FROM AROUND THE COUNTRY, WHOSE LODGING AND TRAVEL COSTS ARE SUBSIDIZED BY FPRI. FPRI HAS INITIATED WEEK-LONG STUDY TRIPS FOCUSED ON ASIA, WITH A TOUR OF SECONDARY SCHOOL TEACHERS TO SOUTH KOREA IN 2015, AND JAPAN IN 2016 AND 2018. FPRI PROVIDES THE KNOWLEDGE AND SERVICES OF ITS FELLOWS AND SCHOLARS TO ORGANIZATIONS AND INDIVIDUALS NEEDING EXPERTISE IN VARIOUS ASPECTS OF FOREIGN POLICY AND INTERNATIONAL RELATIONS. BUILDING ON OUR TWENTY YEARS OF WORK WITH HIGH SCHOOL TEACHERS, FPRI'S CENTER FOR THE STUDY OF AMERICA AND THE WEST HAS BEGUN AN AMBITIOUS PROGRAM IN CIVIC EDUCATION FOR STUDENTS. THIS INITIATIVE INCLUDES BOTH PARTNERSHIPS WITH LOCAL SCHOOLS AND THE PRODUCTION OF MATERIALS AIMED AT SCHOOL AUDIENCES, TO ENRICH YOUNG PEOPLE'S UNDERSTANDING OF THE INSTITUTIONS AND IDEAS THAT SHAPE AMERICAN POLITICAL LIFE. THROUGH THE DEVELOPMENT OF MULTIMEDIA PRIMERS ON IMPORTANT AMERICAN AND WESTERN INSTITUTIONS, AS WELL AS A SERIES OF EDUCATIONAL SIMULATION PROGRAMS ON THE FOUNDING AND THE CORNERSTONES OF AMERICAN LIBERTY, THE CENTER IS MAKING A TIMELY CONTRIBUTION TO CIVIC EDUCATION AND GOOD CITIZENSHIP NOT ONLY IN PHILADELPHIA BUT NATIONALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $200,350 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $8,163 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,076,757 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 WALNUT STREET NO 610 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JAMES H AVERILL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN AUSTIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| J MICHAEL BARRON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMB ADRIAN A BASORA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD T BISHOP | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAZA BOKHARI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GWEN BOROWSKY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH BRAMSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD P BROWN JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT E CARR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AHMED CHARAI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WINSTON J CHURCHILL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM L CONRAD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GERARD CUDDY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENE CUNNINGHAM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER DACHOWSKI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH FIELD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A FOX | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H GATELY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN H GOLDBERG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R HAINES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES T HITCH III | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SA IBRAHIM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD R KARDON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARINA KATS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HON JOHN F LEHMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MURRAY S LEVIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MARSHALL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH JM MARSHALL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MEYER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD J NAPLES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL NOVAKOVIC | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD OCONNOR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ODONNELL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHALL W PAGON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES M PAPADA III | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W PIASECKI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN ROSENAU | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADELE K SCHAEFFER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HILLARD R TORGERSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEE WOOLLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY A FRANK | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN L REED | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIONEL SAVADOVE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD L SNITZER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT L FREEDMAN | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEVON CROSS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SAMUEL J SAVITZ | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HON DOV S ZAKHEIM | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HON JOHN HILLEN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALAN H LUXENBERG | ||||||
| PRESIDENT | 40.00 | $176,460 | $0 | $18,423 | Yes (X) | |
| GEORGE C BURGWIN | ||||||
| ASST. TREASURER/DIR. FINANCE | 40.00 | $90,808 | $0 | $13,705 | Yes (X) | |
| ELI S GILMAN | ||||||
| SECRETARY/VP OPERATIONS/COO | 40.00 | $80,042 | $0 | $12,719 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $347,310 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,847 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,616,432 | AllOtherContributionsAmt |
| Noncash Contributions | $36,678 | NoncashContributionsAmt |
| Total Contributions | $1,616,432 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIPS & PARTNERS | 928120 | $228,428 | $228,428 |
| PUBLICATIONS | 511120 | $100,114 | $100,114 |
| LECTURES & SEMINARS | 713990 | $21,234 | $21,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $349,776 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,777 | TotalRevenueColumnAmt |
| Exclusion | $4,777 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,640 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,870 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,678 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,808 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,808 | TotalRevenueColumnAmt |
| Exclusion | -$1,808 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $3,871 | $3,871 |
| MERCHANDISE REVENUE | 900099 | $573 | $573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,444 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,036,261 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $412,416 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,413 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,157 | TotalAmt |
| Program Services | $177,497 | ProgramServicesAmt |
| Management And General | $121,680 | ManagementAndGeneralAmt |
| Fundraising | $92,980 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,061 | TotalAmt |
| Program Services | $421,793 | ProgramServicesAmt |
| Management And General | $1,329 | ManagementAndGeneralAmt |
| Fundraising | $939 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,039 | TotalAmt |
| Program Services | $14,955 | ProgramServicesAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,504 | TotalAmt |
| Program Services | $30,528 | ProgramServicesAmt |
| Management And General | $2,516 | ManagementAndGeneralAmt |
| Fundraising | $2,460 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,007 | TotalAmt |
| Program Services | $41,641 | ProgramServicesAmt |
| Management And General | $9,688 | ManagementAndGeneralAmt |
| Fundraising | $7,678 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,562 | TotalAmt |
| Program Services | $12,421 | ProgramServicesAmt |
| Management And General | $5,287 | ManagementAndGeneralAmt |
| Fundraising | $1,854 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,688 | TotalAmt |
| Program Services | $5,599 | ProgramServicesAmt |
| Management And General | $1,941 | ManagementAndGeneralAmt |
| Fundraising | $148 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,034 | TotalAmt |
| Program Services | $2,561 | ProgramServicesAmt |
| Management And General | $1,090 | ManagementAndGeneralAmt |
| Fundraising | $383 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,727 | TotalAmt |
| Program Services | $37,839 | ProgramServicesAmt |
| Fundraising | $46,888 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,176 | TotalAmt |
| Program Services | $63,223 | ProgramServicesAmt |
| Management And General | $15,339 | ManagementAndGeneralAmt |
| Fundraising | $2,614 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,177 | TotalAmt |
| Program Services | $33,155 | ProgramServicesAmt |
| Management And General | $14,392 | ManagementAndGeneralAmt |
| Fundraising | $1,630 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,415 | TotalAmt |
| Program Services | $85,962 | ProgramServicesAmt |
| Management And General | $22,826 | ManagementAndGeneralAmt |
| Fundraising | $12,627 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,535 | TotalAmt |
| Program Services | $212,862 | ProgramServicesAmt |
| Management And General | $4,292 | ManagementAndGeneralAmt |
| Fundraising | $1,381 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,736 | TotalAmt |
| Program Services | $212,342 | ProgramServicesAmt |
| Management And General | $6,967 | ManagementAndGeneralAmt |
| Fundraising | $1,427 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,918 | TotalAmt |
| Program Services | $10,824 | ProgramServicesAmt |
| Management And General | $4,733 | ManagementAndGeneralAmt |
| Fundraising | $361 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,532 | TotalAmt |
| Program Services | $9,881 | ProgramServicesAmt |
| Management And General | $4,321 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIA & STIPEND | $654,862 | $653,602 | $1,260 | |
| SUBS. & MEMBERSHIPS | $12,697 | $3,836 | $6,036 | $2,825 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,047 | TotalAmt |
| Program Services | $46,236 | ProgramServicesAmt |
| Management And General | $2,811 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,479,874 | TotalAmt |
| Program Services | $2,076,757 | ProgramServicesAmt |
| Management And General | $226,543 | ManagementAndGeneralAmt |
| Fundraising | $176,574 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,463 | BOYAmt |
| EOY | $582,744 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,581 | BOYAmt |
| EOY | $287,443 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,400 | BOYAmt |
| EOY | $496,878 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,295 | BOYAmt |
| EOY | $64,724 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,185 | BOYAmt |
| EOY | $10,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $139,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $132,961 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,273 | BOYAmt |
| EOY | $6,354 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,093 | BOYAmt |
| EOY | $13,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,290 | BOYAmt |
| EOY | $1,462,433 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,348 | BOYAmt |
| EOY | $107,764 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,919 | BOYAmt |
| EOY | $186,259 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,267 | BOYAmt |
| EOY | $294,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$24,429 | BOYAmt |
| EOY | $51,818 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636,452 | BOYAmt |
| EOY | $1,116,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,612,023 | BOYAmt |
| EOY | $1,168,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,290 | BOYAmt |
| EOY | $1,462,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$443,613 | ReconcilationRevenueExpnssAmt |
| 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 | $1,298,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,212,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,189,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,271,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,616,432 | CurrentTaxYearAmt |
| Total | $8,588,024 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,298,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,212,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,189,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,271,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,616,432 | CurrentTaxYearAmt |
| Total | $8,588,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,572,405 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,015,619 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,777 | CurrentTaxYearAmt |
| Total | $6,560 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $9,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,444 | CurrentTaxYearAmt |
| Total | $14,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,609,305 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,178,634 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 9,127. 2017 AMOUNT: $ 1,150. 2018 AMOUNT: $ 3,871. MERCHANDISE REVENUE - 2018 AMOUNT: $ 573. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,961 | DepreciationAmt |
| Book Value | $6,354 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,354 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,036,261 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,036,261 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,036,261 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,479,874 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,479,874 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,479,874 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND APPLICABLE STATE LAW. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. IF THE INSTITUTE WERE TO INCUR ANY INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES ON INCOME TAX WOULD BE REPORTED AS INCOME TAXES. THERE ARE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN H LUXENBERG | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $156,460 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,892 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,531 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,883 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,678 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF DONORS IN THE GIVEN CATEGORY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF TRUSTEES MAY DESIGNATE AND APPOINT AN EXECUTIVE COMMITTEE OF FIVE OR MORE TRUSTEES, WHICH MAY EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE CORPORATION; PROVIDED THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF TRUSTEES TO ELECT OR REMOVE TRUSTEES, TO ELECT OR REMOVE OFFICERS, TO ADOPT AN AGREEMENT OF MERGER OR CONSOLIDATION, OR TO AMEND THE CERTIFICATE OF INCORPORATION OR THE BY-LAWS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS PROVIDED TO TRUSTEES AND SENIOR MANAGEMENT FOR THEIR REVIEW AND COMMENTARY. THE VERSION OF THE FORM 990 PREPARED FOR ELECTRONIC FILING IS THEN PROVIDED TO THE SAME INDIVIDUALS FOR FINAL REVIEW BEFORE E-FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST CERTIFICATIONS ARE REQUESTED FROM TRUSTEES AND OTHER OFFICERS AT THE BEGINNING OF EACH CALENDAR YEAR. MANAGEMENT PROVIDES COPIES OF: 1) THE CONFLICT OF INTEREST POLICY; 2) A LIST OF VENDORS, FINANCIAL INSTITUTIONS, EMPLOYEES, AND INDEPENDENT CONTRACTORS WITH WHICH THE ORGANIZATION DOES BUSINESS, AND 3) A CERTIFICATION FORM TO BE RETURNED, CERTIFYING THAT: 1) THE INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND 2) SPECIFYING THE INDIVIDUAL'S CONFLICTS OF INTEREST, IF ANY, OR SPECIFYING THAT THE INDIVIDUAL HAS NO CONFLICTS. INTERIM CERTIFICATION REQUESTS ARE SUBMITTED TO INDIVIDUALS FOR ACTUAL OR POTENTIAL CONFLICTS THAT ARISE BETWEEN ANNUAL CERTIFICATIONS. POTENTIAL CONFLICTS THAT ARE DISCLOSED ARE DISCUSSED AND ACTED UPON BY THE FULL BOARD OF TRUSTEES. BOARD ACTIONS MAY INCLUDE: DETERMINATION THAT NO ACTUAL CONFLICT EXISTS AND THAT NO FURTHER ACTION IS REQUIRED BASED ON ANY REASONABLE GROUNDS, INCLUDING THE NOMINAL NATURE OF ANY INTEREST INVOLVED. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, NEITHER FPRI NOR THE INTERESTED PERSON SHALL ENTER INTO OR CONTINUE THE TRANSACTION OR ARRANGEMENT PRESENTING THE CONFLICT UNLESS IT IS APPROVED BY THE BOARD. IN APPROVING A TRANSACTION OR RELATIONSHIP WHERE THERE IS A CONFLICT, THE BOARD SHALL CONSIDER WHETHER A MORE FAVORABLE ALTERNATIVE TRANSACTION OR ARRANGEMENT IS AVAILABLE WITH A PARTY THAT DOES NOT PRESENT A CONFLICT. IF A MORE ADVANTAGEOUS NON-CONFLICT TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES, THE BOARD SHALL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES, WHETHER TO APPROVE A CONFLICT BY CONSIDERING WHETHER SUCH CONFLICT IS IN THE ORGANIZATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. INDIVIDUALS WHO HAVE CONFLICTS ARE NOT PERMITTED TO PARTICIPATE IN THE DISCUSSIONS OR DECISIONS CONCERNING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT IS REVIEWED AND RECOMMENDED TO THE BOARD OF TRUSTEES BY THE BOARD'S COMPENSATION COMMITTEE AS PART OF THE PROCESS OF APPROVING THE ANNUAL BUDGET. CRITERIA USED IN THE COMMITTEE'S DELIBERATIONS INCLUDE: COMPENSATION PAID BY SIMILAR ORGANIZATIONS IN TERMS OF FOCUS/SIZE. THE BOARD OF TRUSTEES REVIEWS THE COMMITTEE'S RECOMMENDATION AND EITHER APPROVES THE RECOMMENDATION OR APPROVES A REVISED AMOUNT OF COMPENSATION. COMPENSATION OF OTHER OFFICERS IS DETERMINED BY SENIOR MANAGEMENT, IN CONSULTATION WITH THE FINANCE COMMITTEE, WITH REFERENCE TO COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. DELIBERATIONS AND FINAL DETERMINATION OF COMPENSATION FOR THE PRESIDENT AND OTHER OFFICERS ARE TIMELY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE: 1) POSTED ON THE ORGANIZATION'S WEBSITE, AND 2) AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments