CATO INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-11-17
- IRS object ID
- 201703219349300530
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-17T12:39:10-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237432162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATO INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARISSA DELGADO | InCareOfNm |
| Business Name Control | CATO | BusinessNameControlTxt |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HEIMERMAN | PersonNm |
| Person Title | VP/CAO | PersonTitleTxt |
| Phone | 2028420200 | PhoneNum |
| Signature | 2017-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER GOETTLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,835,882 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 266 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $26,698,458 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,507,748 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $704,032 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $586,846 | CYProgramServiceRevenueAmt |
| PY Investment Income | $274,369 | PYInvestmentIncomeAmt |
| CY Investment Income | $398,629 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,434 | PYOtherRevenueAmt |
| CY Other Revenue | $396,422 | CYOtherRevenueAmt |
| PY Total Revenue | $27,869,293 | PYTotalRevenueAmt |
| CY Total Revenue | $36,889,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $874,484 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $636,651 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,347,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,198,008 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,465,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,940,392 | PYOtherExpensesAmt |
| CY Other Expenses | $12,315,446 | CYOtherExpensesAmt |
| PY Total Expenses | $29,162,114 | PYTotalExpensesAmt |
| CY Total Expenses | $30,150,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,292,821 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,739,540 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,182,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,534,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,208,095 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,819,813 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,974,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,714,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,766,904 | ExpenseAmt |
| Grant | $52,734 | GrantAmt |
| Revenue | $1,160 | RevenueAmt |
| Desc | CENTER FOR GLOBAL LIBERTY AND PROSPERITY: THE CENTER FOR GLOBAL LIBERTY AND PROSPERITY WAS ESTABLISHED TO PROMOTE A BETTER UNDERSTANDING AROUND THE WORLD OF HOW FREE MARKETS CAN COMBAT SOME OF THE MOST PRESSING PROBLEMS FACED BY DEVELOPING NATIONS. IN PARTICULAR, THE CENTER SEEKS TO ADVANCE POLICIES THAT PROTECT HUMAN RIGHTS, EXTEND THE RANGE OF PERSONAL CHOICE, AND SUPPORT THE CENTRAL ROLE OF ECONOMIC FREEDOM IN ENDING WORLD POVERTY. IN 2016 THEY COLLABORATED WITH THE FRASER INSTITUTE AND THE LIBERALES INSTITUT AT THE FRIEDRICH NAUMANN FOUNDATION FOR FREEDOM TO PRODUCE THE HUMAN FREEDOM INDEX, WHICH PRESENTS THE STATE OF HUMAN FREEDOM IN THE WORLD BASED ON A BROAD MEASURE THAT ENCOMPASSES PERSONAL, CIVIL, AND ECONOMIC FREEDOM. HUMANPROGRESS.ORG, ANOTHER PROJECT OF THE CENTER, PROVIDES AN INTERACTIVE RESOURCE FOR RELIABLE DATA ON HOW THE WORLD IS GETTING BETTER, THANKS TO INCREASING PERSONAL AND ECONOMIC LIBERTY. IT IS AN INVALUABLE SOURCE FOR JOURNALISTS, ACADEMICS, CONGRESSIONAL STAFF, AND RESEARCHERS-WEBSITE TRAFFIC TRIPLED IN 2016 TO 462,780 VISITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,611,861 | ExpenseAmt |
| Grant | $250 | GrantAmt |
| Desc | DEFENSE AND FOREIGN POLICY STUDIES: WHILE OTHER ORGANIZATIONS ON BOTH THE LEFT AND RIGHT CALL FOR THE UNITED STATES TO PERPETUATE THE INTERVENTIONIST POLICIES OF THE PAST, CATO INSTEAD PIONEERS IDEAS FOR A SENSIBLE AND PEACEFUL FOREIGN POLICY. DEFENSE AND FOREIGN POLICY SCHOLARS PRODUCE EXTENSIVE RESEARCH INTO THE ACTUAL COSTS AND BENEFITS OF U.S. DEFENSE AND COUNTERTERRORISM OPERATIONS. OUR FOREIGN POLICY CHOICES, A NEW GUIDE TO FOREIGN POLICY EDITED BY CATOS CHRISTOPHER PREBLE, EMMA ASHFORD, AND TRAVIS EVANS, CHALLENGES THE BIPARTISAN CONSENSUS ON FOREIGN POLICY AND OFFERS AN ALTERNATIVE policy of restraint - ONE THAT EMPHASIZES THAT AMERICAS GLOBAL INFLUENCE IS STRONGEST WHEN SPREAD BY PEACEFUL RATHER THAN MILITARY MEANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,504,968 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,515 | RevenueAmt |
| Desc | CENTER FOR MONETARY AND FINANCIAL ALTERNATIVES (CMFA): CATOS CENTER FOR MONETARY AND FINANCIAL ALTERNATIVES SEEKS TO RESTORE THE LOST UNDERSTANDING OF THE FREE MARKETS CAPACITY TO ACHIEVE LASTING FINANCIAL STABILITY AND, BY SO DOING, TO REPEL THE FORCES PRESENTLY FAVORING INCREASED GOVERNMENT CENTRALIZATION AND NATIONALIZATION OF MONEY AND FINANCIAL MARKETS. NOW IN ITS SECOND YEAR OF OPERATION, THE CENTER FOR MONETARY AND FINANCIAL ALTERNATIVES BOASTS AN ARRAY OF HIGHLY RESPECTED SCHOLARS, INCLUDING DIRECTOR GEORGE SELGIN, ONE OF THE FOREMOST AUTHORITIES ON BANKING HISTORY AND MONETARY THEORY, AS WELL AS AN ACADEMIC ADVISORY COUNCIL THAT INCLUDES MANY OF THE WORLDS LEADING MONETARY ECONOMISTS. THE SCHOLARS PRODUCE RIGOROUS RESEARCH ON EVERYTHING FROM THE GOLD STANDARD TO CRYPTO-CURRENCIES TO BANK REGULATION, AND REGULARLY DRAW CROWDS OF HUNDREDS OF DISTINGUISHED EXPERTS, HILL STAFFERS, JOURNALISTS, FINANCIAL INDUSTRY MEMBERS, AND MEMBERS OF THE PUBLIC TO THEIR EVENTS. THE INSTITUTES 34TH ANNUAL MONETARY CONFERENCE, WHICH FOCUSED ON CENTRAL BANKS AND FINANCIAL TURMOIL DREW OVER 200 ATTENDEES AND FEATURED PROMINENT SPEAKERS SUCH AS THOMAS M. HOENIG, VICE CHAIRMAN, FDIC, AND THE HONORABLE PHIL GRAMM, FORMER CHAIRMAN OF THE SENATE BANKING COMMITTEE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,281,798 | $0 | $6,500 | CENTER FOR CONSTITUTIONAL STUDIES |
| $903,131 | $0 | $0 | HERBERT A.STIEFEL CNTR. FOR TRADE POLICY STUDIES |
| $16,376,042 | $583,667 | $558,671 | OTHER CATO PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,560,971 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $583,667 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $565,171 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $23,444,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 249 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 266 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISSA DELGADO | PersonNm |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD J DENNIS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ken Levy | |||||||||
| DIRECTOR (Beginning 10/16) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS E RANDALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD S RICH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY S YASS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED YOUNG | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ETHELMAE C HUMPHREYS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H KOCH | |||||||||
| DIRECTOR (Resigned 10/16) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G SMITH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A LEVY | |||||||||
| Chairman | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| K TUCKER ANDERSEN | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY PFOTENHAUER | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PRESTON MARSHALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A ALLISON | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NESTOR WEIGAND JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARON BOND | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M KILTS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M LAPEYRE JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARL BARNEY | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GELFOND | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER GOETTLER | |||||||||
| President | 40.0 | 0.0 | Yes (X) | $511,691 | $0 | $1,629 | Yes (X) | ||
| DAVID BOAZ | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $293,876 | $0 | $21,498 | Yes (X) | |||
| Elizabeth Santos | |||||||||
| Secretary | 40.0 | 0.0 | $80,850 | $0 | $2,526 | Yes (X) | |||
| JON HEIMERMAN | |||||||||
| VP/Chief Admin. Officer | 40.0 | 0.0 | $210,254 | $0 | $26,475 | Yes (X) | |||
| WILLIAM B LINDSEY | |||||||||
| VICE PRESIDENT FOR RESEARCH | 40.0 | 0.0 | $212,468 | $0 | $17,855 | Yes (X) | |||
| ROGER PILON | |||||||||
| VP, Dir. Of Const. Studies | 40.0 | 0.0 | $188,253 | $0 | $25,530 | Yes (X) | |||
| PATRICK MICHAELS | |||||||||
| DIR., CTR FOR THE STDY OF SCI. | 40.0 | 0.0 | $187,326 | $0 | $17,500 | Yes (X) | |||
| David Kirby | |||||||||
| Vice President for Development | 40.0 | 0.0 | $195,990 | $0 | $34,932 | Yes (X) | |||
| George Selgin | |||||||||
| DIR., CTR FOR Fin. Alternative | 40.0 | 0.0 | $214,476 | $0 | $18,906 | Yes (X) | |||
| EDWARD H CRANE | |||||||||
| FORMER PRESIDENT | 40.0 | 0.0 | $475,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,570,184 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $166,851 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Emergent Order | |||||
| 3820 South Congress Bldg 2 | AUSTIN | TX | 78704 | Video development | $225,000 |
| Palm Facility | |||||
| 10401 Connecticut Avenue | KENSINGTON | MD | 20895 | building maintenance | $135,346 |
| Red Edge | |||||
| 2300 Clarendon Blvd | ARLINGTON | VA | 22201 | Promotional services | $101,818 |
| Owia Technology | |||||
| 1101 Connecticut Ave NW | WASHINGTON | DC | 20001 | IT Support services | $120,000 |
| PG Public | |||||
| 1015 1/2 7th Street NW | WASHINGTON | DC | 20001 | website design | $120,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $35,507,748 | AllOtherContributionsAmt |
| Noncash Contributions | $3,493,562 | NoncashContributionsAmt |
| Total Contributions | $35,507,748 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $586,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $586,846 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $586,846 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $375,223 | TotalRevenueColumnAmt |
| Exclusion | $375,223 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,328 | TotalRevenueColumnAmt |
| Exclusion | $60,328 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $702,466 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $679,060 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,406 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,406 | TotalRevenueColumnAmt |
| Exclusion | $23,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $345,246 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $267,177 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,069 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPLIT INTEREST INCOME | 900099 | -$18,879 | -$18,879 |
| OTHER INCOME | 900099 | $276,904 | $276,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $258,025 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,889,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $664,915 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $716,982 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $75,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,000 | TotalAmt |
| Program Services | $175,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,651 | TotalAmt |
| Program Services | $386,651 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,038 | TotalAmt |
| Program Services | $461,810 | ProgramServicesAmt |
| Management And General | $366,969 | ManagementAndGeneralAmt |
| Fundraising | $301,259 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,055,762 | TotalAmt |
| Program Services | $11,030,739 | ProgramServicesAmt |
| Management And General | $770,890 | ManagementAndGeneralAmt |
| Fundraising | $1,254,133 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,043 | TotalAmt |
| Program Services | $561,816 | ProgramServicesAmt |
| Management And General | $45,907 | ManagementAndGeneralAmt |
| Fundraising | $79,320 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,363 | TotalAmt |
| Program Services | $1,120,034 | ProgramServicesAmt |
| Management And General | $96,859 | ManagementAndGeneralAmt |
| Fundraising | $157,470 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,802 | TotalAmt |
| Program Services | $768,377 | ProgramServicesAmt |
| Management And General | $74,691 | ManagementAndGeneralAmt |
| Fundraising | $107,734 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,604 | TotalAmt |
| Program Services | $46,441 | ProgramServicesAmt |
| Management And General | $57,518 | ManagementAndGeneralAmt |
| Fundraising | $9,645 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,636 | TotalAmt |
| Management And General | $85,636 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,743 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
| Management And General | $142,492 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,430 | TotalAmt |
| Program Services | $1,212,515 | ProgramServicesAmt |
| Management And General | $54,446 | ManagementAndGeneralAmt |
| Fundraising | $409,469 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,640 | TotalAmt |
| Program Services | $233,757 | ProgramServicesAmt |
| Management And General | $101 | ManagementAndGeneralAmt |
| Fundraising | $782 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,107,079 | TotalAmt |
| Program Services | $2,294,894 | ProgramServicesAmt |
| Management And General | $136,753 | ManagementAndGeneralAmt |
| Fundraising | $675,432 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,437 | TotalAmt |
| Program Services | $513,559 | ProgramServicesAmt |
| Management And General | $47,390 | ManagementAndGeneralAmt |
| Fundraising | $106,488 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,316 | TotalAmt |
| Program Services | $514,903 | ProgramServicesAmt |
| Management And General | $46,193 | ManagementAndGeneralAmt |
| Fundraising | $104,220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,059,782 | TotalAmt |
| Program Services | $696,618 | ProgramServicesAmt |
| Management And General | $7,269 | ManagementAndGeneralAmt |
| Fundraising | $355,895 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,126 | TotalAmt |
| Program Services | $787,936 | ProgramServicesAmt |
| Management And General | $53,184 | ManagementAndGeneralAmt |
| Fundraising | $363,006 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,379 | TotalAmt |
| Management And General | $7,379 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523,886 | TotalAmt |
| Program Services | $1,172,124 | ProgramServicesAmt |
| Management And General | $108,333 | ManagementAndGeneralAmt |
| Fundraising | $243,429 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,540 | TotalAmt |
| Program Services | $109,637 | ProgramServicesAmt |
| Management And General | $10,133 | ManagementAndGeneralAmt |
| Fundraising | $22,770 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAILING LIST EXPENSE | $158,069 | $124,825 | $988 | $32,256 |
| HONORARIUM | $534,258 | $472,921 | $61,337 | |
| DUES AND SUBSCRIPTIONS | $449,204 | $368,922 | $29,291 | $50,991 |
| OTHER EXPENSES | $543,317 | $316,025 | $97,351 | $129,941 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,150,105 | TotalAmt |
| Program Services | $23,444,704 | ProgramServicesAmt |
| Management And General | $2,239,773 | ManagementAndGeneralAmt |
| Fundraising | $4,465,628 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,264 | TotalAmt |
| Program Services | $519,935 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $154,329 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,316,729 | BOYAmt |
| EOY | $8,335,799 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,016,288 | BOYAmt |
| EOY | $5,027,024 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,124,925 | BOYAmt |
| EOY | $3,119,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,084 | BOYAmt |
| EOY | $523,161 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,818 | BOYAmt |
| EOY | $258,707 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,276 | BOYAmt |
| EOY | $699,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,081,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,749,408 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,687,668 | BOYAmt |
| EOY | $34,332,073 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,905,527 | BOYAmt |
| EOY | $26,236,684 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,471 | BOYAmt |
| EOY | $1,832 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,182,786 | BOYAmt |
| EOY | $78,534,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,940 | BOYAmt |
| EOY | $2,006,460 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,167 | BOYAmt |
| EOY | $83,166 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,988 | BOYAmt |
| EOY | $730,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,208,095 | BOYAmt |
| EOY | $2,819,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,184,230 | BOYAmt |
| EOY | $65,617,999 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,780,364 | BOYAmt |
| EOY | $7,086,505 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,097 | BOYAmt |
| EOY | $3,010,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,974,691 | BOYAmt |
| EOY | $75,714,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,182,786 | BOYAmt |
| EOY | $78,534,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,739,540 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,399 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,769 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $20,782,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,386,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,969,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,698,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,507,748 | CurrentTaxYearAmt |
| Total | $145,344,005 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,782,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,386,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,969,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,698,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,507,748 | CurrentTaxYearAmt |
| Total | $145,344,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,339,252 | SubstantialContributorsTotAmt |
| Public Support Total170 | $120,004,753 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435,551 | CurrentTaxYearAmt |
| Total | $1,204,666 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,025 | CurrentTaxYearAmt |
| Total | $345,529 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $146,894,200 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,218,566 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81695 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87618 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,020,910 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,119 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,073 | OtherExpendituresAmt |
| End Year Balance | $3,029,956 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,015,918 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $67,611 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,619 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,020,910 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $77,101 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,280 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,015,918 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $51,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,086 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $80,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,912 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,656,037 | OtherCostOrOtherBasisAmt |
| Book Value | $9,656,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $35,147,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,838,642 | DepreciationAmt |
| Book Value | $23,309,208 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,277,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,910,766 | DepreciationAmt |
| Book Value | $1,366,828 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,332,073 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $239,280 |
| CHARITABLE GIFT ANNUITY | $113,541 |
| OTHER | $377,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $730,187 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,205,203 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,399 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,055,780 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,048,381 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,156,822 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$267,177 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$267,177 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,889,645 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,465,293 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,055,780 | DonatedServicesUseFcltsAmt |
| Losses Reported | -$7,769 | LossesReportedAmt |
| Other Expenses Included | $267,177 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,315,188 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,150,105 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $30,150,105 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, Line 4 | INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: TO SUPPORT THE OPERATIONAL COSTS OF CATO'S CONSTITUTIONAL STUDIES and student PROGRAMs THROUGH THE ANNUAL EARNINGS OF THE ENDOWMENT NET ASSETS. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 FINANCIAL STATEMENT DISCLOSURE: Cato has been granted tax-exempt status as a public charity within the meaning of Section 501(c)(3) of the Internal Revenue Code ("IRC"). Although the organization is generally exempt from income tax, Cato is subject to unrelated business income taxes under Section 512 of the IRC, as well as subject to excise tax on excess lobbying expenses. There was no unrelated business income or excess lobbying expenses for the years ended March 31, 2017 and 2016; therefore, no provision for income tax has been recorded in the financial statements. Cato believes it has appropriate support for any tax position taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Cato recognizes interest expense and penalties related to income taxes on uncertain tax positions in management and general expenses on the statements of activities and change in net assets and accounts payable and accrued expenses in the statements of financial position. No interest expense and penalties related to income taxes on uncertain tax positions were recognized for the years ended March 31, 2017 and 2016. Tax years prior to 2013 are no longer subject to examination by the Internal Revenue Service or the tax jurisdictions of Kansas and the District of Columbia. |
| SCHEDULE D, PART XI, LINE 4B | Other Revenue Included on Return Not on Books: COST OF GOODS SOLD: ($267,177) |
| SCHEDULE D, PART XII, LINE 2D | OTHER EXPENSES INCLUDED ON BOOKS NOT ON FORM 990: COST OF GOODS SOLD: $267,177 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | 3 | Grantmaking | $329,417 |
| South America | 1 | Grantmaking | $52,734 |
| North America | 1 | Grantmaking | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $386,651 | SubtotalSpentAmt |
| Total Spent | $386,651 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | South America | 1 | $52,734 | wire | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | Europe (Including Iceland and Greenland) | 3 | $75,417 | wire | N/A | N/A |
| 2016 Friedman Prize Winner | Europe (Including Iceland and Greenland) | $250,000 | wire | N/A | N/A | |
| Libertarianism.org Video Contest winner | Europe (Including Iceland and Greenland) | 1 | $4,000 | wire | N/A | N/A |
| Stipends for Research, Consulting, & Writing | North America | 1 | $4,500 | wire | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Free To Choose Network | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 Filmore Avenue | AddressLine1Txt |
| City | Erie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521455677 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $75,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | documentaries | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $170,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|---|
| EDWARD H CRANE | ||||||
| FORMER PRESIDENT | $475,000 | $475,000 | ||||
| DAVID BOAZ | ||||||
| EXECUTIVE VICE PRESIDENT | $288,876 | $315,374 | $5,000 | $0 | $13,250 | $8,248 |
| JON HEIMERMAN | ||||||
| VP/Chief Admin. Officer | $210,254 | $236,729 | $0 | $0 | $10,650 | $15,825 |
| PETER GOETTLER | ||||||
| President | $511,691 | $513,320 | $0 | $0 | $0 | $1,629 |
| WILLIAM B LINDSEY | ||||||
| VICE PRESIDENT FOR RESEARCH | $212,468 | $230,323 | $0 | $0 | $10,438 | $7,417 |
| ROGER PILON | ||||||
| VP, Dir. Of Const. Studies | $188,253 | $213,783 | $0 | $0 | $9,600 | $15,930 |
| PATRICK MICHAELS | ||||||
| DIR., CTR FOR THE STDY OF SCI. | $187,326 | $204,826 | $0 | $0 | $9,253 | $8,247 |
| David Kirby | ||||||
| Vice President for Development | $170,990 | $230,922 | $25,000 | $0 | $11,475 | $23,457 |
| George Selgin | ||||||
| DIR., CTR FOR Fin. Alternative | $214,476 | $233,382 | $0 | $0 | $10,658 | $8,248 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, Part I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | Non-fixed payments: David Kirby received a performance bonus of $25,000. David Boaz received a length of service bonus of $5,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 78 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,493,562 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF RECEIPT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, Line 7A | MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT THE GOVERNING BODY: MEMBERS OF THE BOARD VOTE TO APPROVE AND REMOVE MEMBERS. |
| PART VI, SECTION A, Line 7B | DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL: MEMBERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE DIRECTORS WITH A MAJORITY VOTE. |
| PART VI, SECTION A, Line 11B | PROCESS USED TO REVIEW FORM 990: A DRAFT 990 IS PROVIDED TO EACH MEMBER FOR REVIEW AND COMMENT PRIOR TO FINALIZATION. |
| PART VI, SECTION B, Line 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CATO REVIEWS CONFLICT OF INTEREST DISCLOSURES. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR, OFFICER OR KEY EMPLOYEE WITH THE CONFLICT IS REQUIRED TO CORRECT THE SITUATION OR EITHER STEP DOWN FROM THE BOARD OR FACE TERMINATION FROM EMPLOYMENT. |
| PART VI, SECTION B, Line 15A | PROCESS FOR DETERMINING COMPENSATION: INDEPENDENT CONTRACTOR REVIEWS COMPENSATION/BENEFITS. THE BOARD DISCUSSES AND APPROVES EXECUTIVE COMPENSATION/BENEFITS BASED ON RESULTS OF THE INDEPENDENT STUDY. |
| PART VI, SECTION C, Line 19 | HOW THE ORGANIZATION MAKES ORGANIZING DOCUMENTS AVAILABLE TO THE Public: Cato's bylaws, articles of incorporation, and conflict of interest policy are available to anyone who requests them. Further, Cato has always complied, and will continue to comply, with the mandate that form 990 be made publicly available. |
| Part XI, Line 9 | Other Changes in Net Assets: Gain on Pledge that was previously written-off $7,769 |
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