GUTTMACHER INSTITUTE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GUTTMACHER INSTITUTE INC (EIN 13-2890727)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-03
- IRS object ID
- 201812159349300531
- Schema version
- 2017v2.2
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T13:56:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132890727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUTTMACHER INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUTT | BusinessNameControlTxt |
| Phone | 2122481111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 MAIDEN LANE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN BURNLEY | PersonNm |
| Person Title | V.P. FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 2122481111 | PhoneNum |
| Signature | 2018-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CYNTHIA SUMMERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 MAIDEN LANE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,819,530 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GUTTMACHER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE GUTTMACHER INSTITUTE IS A LEADING RESEARCH AND POLICY ORGANIZATION COMMITTED TO ADVANCING SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS IN THE UNITED STATES AND GLOBALLY. THE INSTITUTE ENVISIONS A WORLD IN WHICH ALL PEOPLE ARE ABLE TO EXERCISE THEIR RIGHTS AND RESPONSIBILITIES REGARDING SEXUAL BEHAVIOR AND REPRODUCTION FREELY AND WITH DIGNITY.THE INSTITUTE PRODUCES A WIDE RANGE OF RESOURCES ON TOPICS PERTAINING TO SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS, INCLUDING TWO PEER-REVIEWED JOURNALS (PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH AND INTERNATIONAL PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH), THE GUTTMACHER POLICY REVIEW, AND A MULTITUDE OF REPORTS, ISSUE BRIEFS, FACT SHEETS AND INFOGRAPHICS. ITS WEBSITE RECEIVES 7.7 MILLION PAGE VIEWS ANNUALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 139 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,453,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,247,733 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,884 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,126 | CYProgramServiceRevenueAmt |
| PY Investment Income | $481,925 | PYInvestmentIncomeAmt |
| CY Investment Income | $907,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,505 | PYOtherRevenueAmt |
| CY Other Revenue | $56,336 | CYOtherRevenueAmt |
| PY Total Revenue | $23,975,422 | PYTotalRevenueAmt |
| CY Total Revenue | $63,260,252 | 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 | $14,672,654 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,136,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $126,010 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $154,339 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,207,093 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,086,960 | PYOtherExpensesAmt |
| CY Other Expenses | $8,330,457 | CYOtherExpensesAmt |
| PY Total Expenses | $22,885,624 | PYTotalExpensesAmt |
| CY Total Expenses | $24,621,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,089,798 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $38,638,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,236,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,347,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,947,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,764,467 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,288,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,582,940 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PART I LINE 1 DESCRIPTION:THE GUTTMACHER INSTITUTE IS A LEADING RESEARCH AND POLICY ORGANIZATION COMMITTED TO ADVANCING SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS IN THE UNITED STATES AND GLOBALLY. THE INSTITUTE ENVISIONS A WORLD IN WHICH ALL PEOPLE ARE ABLE TO EXERCISE THEIR RIGHTS AND RESPONSIBILITIES REGARDING SEXUAL BEHAVIOR AND REPRODUCTION FREELY AND WITH DIGNITY.THE INSTITUTE PRODUCES A WIDE RANGE OF RESOURCES ON TOPICS PERTAINING TO SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS, INCLUDING TWO PEER-REVIEWED JOURNALS (PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH AND INTERNATIONAL PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH), THE GUTTMACHER POLICY REVIEW, AND A MULTITUDE OF REPORTS, ISSUE BRIEFS, FACT SHEETS AND INFOGRAPHICS. ITS WEBSITE RECEIVES 7.7 MILLION PAGE VIEWS ANNUALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,633,365 | ExpenseAmt |
| Desc | RESEARCH: SEE SCHEDULE ORESEARCH: : THE INSTITUTE FAST-TRACKED NEW RESEARCH ON THE PROVISION OF FAMILY PLANNING SERVICES IN THE UNITED STATES AT THE NATIONAL, STATE AND COUNTY LEVELS AND PRODUCED TWO RAPID ANALYSES ON THE IMPLICATIONS OF PROPOSED POLICIES THAT WOULD HAVE DRAMATICALLY RESHAPED THE FAMILY PLANNING SAFETY NET. WE RELEASED NEW, WIDELY CITED EVIDENCE SHOWING THAT THE U.S. ABORTION RATE HAS REACHED A HISTORIC LOW. WE ALSO PUBLISHED A JOURNAL ARTICLE SHOWING THAT RECENT DECLINES IN ADOLESCENT PREGNANCY NATIONWIDE ARE DUE PRIMARILY TO IMPROVED CONTRACEPTIVE USE AMONG TEENS. WE RELEASED NEW EVIDENCE ON COMPREHENSIVE SEXUALITY EDUCATION IN FOUR COUNTRIES IN THE GLOBAL SOUTH, HELPING TO SHAPE KEY POLICY DISCUSSIONS (FOR EXAMPLE, THIS WORK INFORMED THE DEVELOPMENT OF A NEW SET OF SEX EDUCATION GUIDELINES BY THE NATIONAL POPULATION COUNCIL IN GHANA). WE LAUNCHED A 2017 UPDATE OF OUR LANDMARK ADDING IT UP STUDY, QUANTIFYING THE VALUE OF INVESTING IN CONTRACEPTION AND MATERNAL AND NEWBORN CARE IN DEVELOPING REGIONS. FOR THE FIRST TIME, THE REPORT SHOWED A DECLINE IN THE NUMBER OF WOMEN WITH AN UNMET NEED FOR CONTRACEPTION WORLDWIDE. THE FINDINGS PLAYED A KEY ROLE IN THE JULY 2017 FAMILY PLANNING SUMMIT, WHERE A NUMBER OF COUNTRIES PLEDGED NEW FUNDING FOR FAMILY PLANNING SERVICES AND SUPPLIES. WITH THE WORLD HEALTH ORGANIZATION, WE PUBLISHED NEW ESTIMATES OF THE LEVEL OF UNSAFE ABORTION FOR ALL REGIONS AND SUB-REGIONS OF THE WORLD; WE ALSO PUBLISHED MULTI-COUNTRY COMPARATIVE ARTICLES ON REASONS WHY WOMEN HAVE ABORTIONS AND THE CHARACTERISTICS OF WOMEN WHO HAD ABORTIONS. WE PUBLISHED COUNTRY-LEVEL STUDIES ON THE INCIDENCE AND HEALTH CONSEQUENCES OF UNSAFE ABORTION IN BANGLADESH, DRC, INDIA, MALAWI AND NEPAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,980,810 | ExpenseAmt |
| Revenue | $49,126 | RevenueAmt |
| Desc | COMMUNICATIONS & PUBLICATIONS: SEE SCHEDULE OCOMMUNICATIONS: THE INSTITUTE PUBLISHED A MULTITUDE OF INNOVATIVE RESEARCH FINDINGS AND POLICY ANALYSES IN AN ARRAY OF FORMATS DESIGNED TO ENGAGE TARGET AUDIENCES INCLUDING ADVOCATES, HEALTH CARE PROVIDERS, POLICYMAKERS AND THEIR STAFF, MEDIA, THE SCIENTIFIC COMMUNITY AND OTHER KEY STAKEHOLDERS ACROSS THE U.S. AND THROUGHOUT THE GLOBE. THE INSTITUTE'S WORK-DISSEMINATED TO LARGE AND INFLUENTIAL AUDIENCES IN VARIOUS STYLES AND LANGUAGES, AND THROUGH MULTIPLE CHANNELS-HELPED SHAPE CRUCIAL POLICIES, PROGRAMS AND DEBATES ON SRHR ISSUES AT THE LOCAL, NATIONAL, REGIONAL AND GLOBAL LEVELS. IN ADDITION TO THE INSTITUTE'S DIRECT OUTREACH TO KEY AUDIENCES THROUGH MULTIPLE CHANNELS, OUR WORK WAS CITED AND PROMOTED BY U.S. AND INTERNATIONAL MEDIA OUTLETS, MULTILATERAL ORGANIZATIONS, DONOR GOVERNMENTS, COLLEAGUE ORGANIZATIONS AND POLICY MAKERS WORLDWIDE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,169,513 | ExpenseAmt |
| Desc | PUBLIC POLICY: SEE SCHEDULE OPUBLIC POLICY: CONFRONTING A POLICY ENVIRONMENT IN 2017 THAT TURNED SIGNIFICANTLY HOSTILE TO SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS, THE GUTTMACHER INSTITUTE LAUNCHED ITS REPRODUCTIVE HEALTH IN CRISIS INITIATIVE TO BRING SOLID EVIDENCE TO POLICY AND PUBLIC DEBATES ON KEY SRHR ISSUES, INCLUDING ACCESS TO CONTRACEPTION AND ABORTION, ADOLESCENT SEXUAL AND REPRODUCTIVE HEALTH, AND GOVERNMENT FUNDING FOR REPRODUCTIVE HEALTH SERVICES FOR LOW-INCOME AND DISADVANTAGED GROUPS. WE DEVELOPED A SERIES OF TARGETED ANALYSES PUBLISHED IN THE GUTTMACHER POLICY REVIEW ALONG WITH NUMEROUS OP-EDS AND BLOG POSTS. WITH THE U.S. FAMILY PLANNING SAFETY NET UNDER PARTICULAR ATTACK IN 2017, WE ASSESSED THE POTENTIAL CONSEQUENCES, DOWN TO THE COUNTY LEVEL, OF DEFUNDING PLANNED PARENTHOOD AND OTHER HEALTH CENTERS THAT ARE AFFILIATED WITH ABORTION PROVIDERS. THESE FINDINGS WERE WIDELY USED BY ADVOCATES, CITED BY MEMBERS OF CONGRESS DURING DEBATES, INCLUDED IN A "DEAR COLLEAGUE" LETTER SIGNED BY 24 SENATORS, AND HIGHLIGHTED IN A WASHINGTON POST EDITORIAL OPPOSING THE MOVE TO DEFUND PLANNED PARENTHOOD. WE ALSO LAUNCHED LARGE-SCALE RESEARCH PROJECTS TO ASSESS THE IMPACT OF REINSTATING THE GLOBAL GAG RULE AND DESTABILIZING THE DOMESTIC FAMILY PLANNING SAFETY NET; OVER TIME, THESE STUDIES WILL BUILD THE EVIDENCE BASE TO SUPPORT THE DELIVERY OF CRITICAL REPRODUCTIVE HEALTH SERVICES TO DISADVANTAGED WOMEN AND HOLD POLICYMAKERS ACCOUNTABLE FOR THEIR ACTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,783,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 139 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | AL | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN BURNLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122481111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 MAIDEN LANE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARY SHALLENBERGER | |||||||
| BOARD CHAIR/ JUNE 2016- OCT 2018 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY A HIGGINSPHD | |||||||
| SR. VICE CHAIR/ JUNE 2016-OCT 2018 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL RESNICKPHDFSAHM | |||||||
| VICE CHAIR/2017-2018 (2013-2019) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW COLES JD | |||||||
| IMM PAST CHAIR/ JUNE 2016-OCT 2018 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLINE D GREENE | |||||||
| TREAS/FIN CHAIR/2017-2018(2012-2018) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAWN JOHNSEN JD | |||||||
| SECRETARY OCT 16-OCT 17 (2012-2018) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA MAMO PHD | |||||||
| SECRETARY OCT 17-OCT 18 (2013-2019) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH DEWITT | |||||||
| AUDIT CHAIR/ 2017-2018 (2013-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DARLEE CROCKETT | |||||||
| NOM CHAIR/2017-2018 (2012-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CONSTANCE MAO | |||||||
| DEV CHAIR/ 2017-2018 (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA AIKINS MURPHY CNM DRPH FA | |||||||
| DIRECTOR (2012-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN ARMSTRONG | |||||||
| DIRECTOR (2017-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY BOSTWICK PHD MPH | |||||||
| DIRECTOR (2013-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNESTINA COAST PHD | |||||||
| DIRECTOR (2015-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA COOPER | |||||||
| DIRECTOR (2014-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KETAYOUN DARVICH-KODJOURI | |||||||
| DIRECTOR (2015-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN GUTTMACHER | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SILVIA HENRIQUEZ | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCELA HOWELL | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA IKEMOTO JD | |||||||
| DIRECTOR (2014-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KLEIN | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COREY N MARTIN | |||||||
| DIRECTOR (2013-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOTHAM MUSINGUZI MD | |||||||
| DIRECTOR (2015-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL PELLEGROM | |||||||
| DIRECTOR (2015-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ROSENBURY | |||||||
| DIRECTOR (2017-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NOZER SHERIAR | |||||||
| DIRECTOR (2015-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SMITH MD MPH | |||||||
| DIRECTOR (2012-2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SPERRY | |||||||
| DIRECTOR (2015-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE SPILLANE | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY N TABB ESQ | |||||||
| DIRECTOR (2017-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOU TURNER ZELLNER | |||||||
| DIRECTOR (2016-2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL VAN LOOK MD PHD | |||||||
| DIRECTOR (2017-2020) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE COTTINGHAM MSC | |||||||
| NOMINATING CHAIR 2016-2017/2011-2017 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE GRAY | |||||||
| DIRECTOR (2014-2017) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE ANNE REISS CPA MBA | |||||||
| DIRECTOR (2011-2017) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SINDING PHD | |||||||
| DIRECTOR (2011-2017) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN M STARRS | |||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $307,777 | $0 | $61,409 | ||
| SUSHEELA SINGH | |||||||
| VP INTERNATIONAL RESEARCH | 35.00 | Yes (X) | $277,510 | $0 | $56,246 | ||
| CYNTHIA SUMMERS | |||||||
| VP OF PUBLIC EDUCATION & COMMUNICATIONS | 35.00 | Yes (X) | $239,611 | $0 | $52,277 | ||
| RACHEL GOLD | |||||||
| VP PUBLIC POLICY | 35.00 | Yes (X) | $222,081 | $0 | $50,875 | ||
| MAUREEN BURNLEY | |||||||
| VP FINANCE AND ADMIN | 35.00 | Yes (X) | $210,903 | $0 | $23,040 | ||
| LAWRENCE FINER | |||||||
| VP DOMESTIC RESEARCH | 35.00 | Yes (X) | $225,450 | $0 | $31,537 | ||
| JONATHAN WITTENBERG | |||||||
| VP DEVELOPMENT | 35.00 | Yes (X) | $201,883 | $0 | $48,269 | ||
| JACQUELINE DARROCH | |||||||
| SENIOR FELLOW | 35.00 | $208,986 | $0 | $28,752 | Yes (X) | ||
| GUSTAVO SUAREZ | |||||||
| DIRECTOR OF COMMUNICATIONS | 35.00 | $191,006 | $0 | $28,049 | Yes (X) | ||
| DORE HOLLANDER | |||||||
| EXECUTIVE EDITOR | 35.00 | $185,421 | $0 | $28,089 | Yes (X) | ||
| HEATHER BOONSTRA | |||||||
| DIRECTOR OF PUBLIC POLICY | 35.00 | $187,084 | $0 | $37,932 | Yes (X) | ||
| KATHRYN KOST | |||||||
| DIRECTOR OF DOMESTIC RESEARCH | 35.00 | $194,163 | $0 | $49,064 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,651,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $495,539 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| CDC FOUNDATION | ||||||||
| 55 PARK PLACE | ATLANTA | GA | 30303 | PROGRAM SUBCONTRACTOR | $1,508,347 | |||
| KWAME NKRUMAH UNIVERSITY OF SCIENCE & TE | ||||||||
| PROGRAM SUBCONTRACTOR | $282,679 | ACCRA ROAD | KUMASI | GH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,799,367 | GovernmentGrantsAmt |
| All Other Contributions | $53,448,366 | AllOtherContributionsAmt |
| Noncash Contributions | $12,326,889 | NoncashContributionsAmt |
| Total Contributions | $62,247,733 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,126 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,126 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,165 | TotalRevenueColumnAmt |
| Exclusion | $363,165 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,525 | TotalRevenueColumnAmt |
| Exclusion | $8,525 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,103,170 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,559,278 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $543,892 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,892 | TotalRevenueColumnAmt |
| Exclusion | $543,892 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $47,811 | TotalRevenueColumnAmt |
| Exclusion | $47,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,811 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,260,252 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,126 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $963,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,868 | TotalAmt |
| Program Services | $1,478,370 | ProgramServicesAmt |
| Management And General | $280,346 | ManagementAndGeneralAmt |
| Fundraising | $250,152 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,518,430 | TotalAmt |
| Program Services | $8,688,831 | ProgramServicesAmt |
| Management And General | $1,507,428 | ManagementAndGeneralAmt |
| Fundraising | $322,171 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,886 | TotalAmt |
| Program Services | $794,951 | ProgramServicesAmt |
| Management And General | $136,189 | ManagementAndGeneralAmt |
| Fundraising | $44,746 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,202 | TotalAmt |
| Program Services | $1,485,974 | ProgramServicesAmt |
| Management And General | $208,619 | ManagementAndGeneralAmt |
| Fundraising | $83,609 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,073 | TotalAmt |
| Program Services | $696,537 | ProgramServicesAmt |
| Management And General | $119,329 | ManagementAndGeneralAmt |
| Fundraising | $39,207 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,763 | TotalAmt |
| Program Services | $70,699 | ProgramServicesAmt |
| Management And General | $7,090 | ManagementAndGeneralAmt |
| Fundraising | $4,974 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,875 | TotalAmt |
| Program Services | $52,504 | ProgramServicesAmt |
| Management And General | $5,216 | ManagementAndGeneralAmt |
| Fundraising | $3,155 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,339 | TotalAmt |
| Fundraising | $154,339 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,208 | TotalAmt |
| Management And General | $116,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,320,014 | TotalAmt |
| Program Services | $2,989,868 | ProgramServicesAmt |
| Management And General | $284,445 | ManagementAndGeneralAmt |
| Fundraising | $45,701 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,760 | TotalAmt |
| Program Services | $130,137 | ProgramServicesAmt |
| Management And General | $47,073 | ManagementAndGeneralAmt |
| Fundraising | $11,550 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,686 | TotalAmt |
| Program Services | $252,333 | ProgramServicesAmt |
| Management And General | $83,812 | ManagementAndGeneralAmt |
| Fundraising | $14,541 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,427 | TotalAmt |
| Program Services | $1,523,594 | ProgramServicesAmt |
| Management And General | $361,651 | ManagementAndGeneralAmt |
| Fundraising | $112,182 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,048 | TotalAmt |
| Program Services | $767,876 | ProgramServicesAmt |
| Management And General | $247,263 | ManagementAndGeneralAmt |
| Fundraising | $41,909 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,798 | TotalAmt |
| Program Services | $137,876 | ProgramServicesAmt |
| Management And General | $44,397 | ManagementAndGeneralAmt |
| Fundraising | $7,525 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,550 | TotalAmt |
| Program Services | $606,899 | ProgramServicesAmt |
| Management And General | $140,546 | ManagementAndGeneralAmt |
| Fundraising | $22,105 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES, SUBSCRIPTIONS, & | $136,237 | $91,276 | $8,904 | $36,057 |
| MISCELLANEOUS | $61,091 | $15,963 | $31,958 | $13,170 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,621,255 | TotalAmt |
| Program Services | $19,783,688 | ProgramServicesAmt |
| Management And General | $3,630,474 | ManagementAndGeneralAmt |
| Fundraising | $1,207,093 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,290 | BOYAmt |
| EOY | $838,078 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,760,450 | BOYAmt |
| EOY | $10,778,478 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,813,736 | BOYAmt |
| EOY | $48,275,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,416 | BOYAmt |
| EOY | $34,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,929 | BOYAmt |
| EOY | $128,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,471,108 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,636,361 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,151,665 | BOYAmt |
| EOY | $10,834,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,732,184 | BOYAmt |
| EOY | $21,797,648 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,685 | BOYAmt |
| EOY | $1,502,826 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,019 | BOYAmt |
| EOY | $157,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,236,374 | BOYAmt |
| EOY | $94,347,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,910 | BOYAmt |
| EOY | $1,361,270 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,780,466 | BOYAmt |
| EOY | $8,541,691 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,103 | BOYAmt |
| EOY | $861,506 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,947,479 | BOYAmt |
| EOY | $10,764,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,962,127 | BOYAmt |
| EOY | $15,451,951 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,471,530 | BOYAmt |
| EOY | $63,275,751 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,855,238 | BOYAmt |
| EOY | $4,855,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,288,895 | BOYAmt |
| EOY | $83,582,940 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,236,374 | BOYAmt |
| EOY | $94,347,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $38,638,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,948,113 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $706,935 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,661,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,097,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,054,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,453,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,247,733 | CurrentTaxYearAmt |
| Total | $141,513,725 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,661,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,097,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,054,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,453,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,247,733 | CurrentTaxYearAmt |
| Total | $141,513,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $77,209,725 | SubstantialContributorsTotAmt |
| Public Support Total170 | $64,304,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $377,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $481,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $371,690 | CurrentTaxYearAmt |
| Total | $1,934,634 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,811 | CurrentTaxYearAmt |
| Total | $239,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,687,514 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,010 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57410 | 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 | MISCELLANEOUS | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,463 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,463 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,605,792 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,621,255 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $25,982 | CurrentYearMinus3Amt |
| Current Year Minus2 | $27,831 | CurrentYearMinus2Amt |
| Current Year Minus1 | $22,478 | CurrentYearMinus1Amt |
| Current Year | $15,463 | CurrentYearAmt |
| Total | $91,754 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,200,727 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,169,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,717 | OtherExpendituresAmt |
| End Year Balance | $7,151,837 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,170,054 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $237,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $207,066 | OtherExpendituresAmt |
| End Year Balance | $6,200,727 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,390,061 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$30,518 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,489 | OtherExpendituresAmt |
| End Year Balance | $6,170,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,206,144 | BeginningYearBalanceAmt |
| Contributions | $355,134 | ContributionsAmt |
| Other Expenditures | $171,217 | OtherExpendituresAmt |
| End Year Balance | $6,390,061 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,046,880 | BeginningYearBalanceAmt |
| Contributions | $1,358,950 | ContributionsAmt |
| Investment Earnings Or Losses | $1,959,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,786 | OtherExpendituresAmt |
| End Year Balance | $6,206,144 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.67890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,966,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,206,844 | DepreciationAmt |
| Book Value | $8,759,829 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,210,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,060,145 | DepreciationAmt |
| Book Value | $1,149,966 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,716,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,322,564 | DepreciationAmt |
| Book Value | $394,241 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,577,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,046,808 | DepreciationAmt |
| Book Value | $530,711 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,834,747 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT PAYABLE | $234,372 |
| POSTRETIREMENT BENEFITS PAYABLE | $627,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $861,506 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $65,799,092 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,948,113 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $706,935 | OtherRevenueAmt |
| Revenue Not Reported | $2,655,048 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,144,044 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,208 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $116,208 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $63,260,252 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,505,047 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,505,047 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,208 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $116,208 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,621,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENTS CONSIST OF A DONOR- RESTRICTED ENDOWMENT FUND TO BE USED FOR GENERAL OPERATIONS AND ENDOWMENT GIFTS TOTALING $1 MILLION TO BE USED FOR BIXBY FELLOWSHIPS. |
| PART X, LINE 2: | THE INSTITUTE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT BENEFIT PLAN ADJUSTMENT -59,852. FOREIGN EXCHANGE GAIN 766,787. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA | 2 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $75,583 |
| NORTH AMERICA | 2 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $15,020 |
| NORTH EUROPE | 1 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $1,125 |
| SOUTH AMERICA | 5 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $180,520 |
| SOUTH ASIA | 8 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $203,775 |
| SOUTH EUROPE | 1 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $280 |
| SUB-SAHARAN AFRICA | 17 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $547,599 |
| WEST EUROPE | 4 | PROGRAM SERVICES | RESEARCH AND COMMUNICATION ACTIVITY | $29,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 40 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Subtotal Spent | $1,053,371 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,053,371 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| SOUTHWEST PUBL & MAILING CORP | ||||||||
| 4000 ADAMS ST TOPEKA | TOPEKA | KS | 66609 | DIRECT MAIL | 0 | $202,474 | $120,899 | $81,575 |
| INTEGRAM | ||||||||
| 22695 COMMERCE CENTER CT | DULLES | VA | 20166 | DIRECT MAIL | 0 | $164,480 | $27,308 | $137,172 |
| ALANIZ LLC | ||||||||
| 1805 E WASHINGTON ST | MOUNT PLEASANT | IA | 52641 | DIRECT MAIL | 0 | $9,896 | $6,132 | $3,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $376,850 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $154,339 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $222,511 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN M STARRS | ||||||||||||||
| PRESIDENT & CEO | $307,179 | $0 | $0 | $0 | $598 | $0 | $31,763 | $0 | $29,646 | $0 | $369,186 | $0 | $0 | $0 |
| SUSHEELA SINGH | ||||||||||||||
| VP INTERNATIONAL RESEARCH | $274,462 | $0 | $0 | $0 | $3,048 | $0 | $28,969 | $0 | $27,277 | $0 | $333,756 | $0 | $0 | $0 |
| CYNTHIA SUMMERS | ||||||||||||||
| VP OF PUBLIC EDUCATION & COMMUNICATI | $239,371 | $0 | $0 | $0 | $240 | $0 | $25,000 | $0 | $27,277 | $0 | $291,888 | $0 | $0 | $0 |
| RACHEL GOLD | ||||||||||||||
| VP PUBLIC POLICY | $220,497 | $0 | $0 | $0 | $1,584 | $0 | $22,880 | $0 | $27,995 | $0 | $272,956 | $0 | $0 | $0 |
| MAUREEN BURNLEY | ||||||||||||||
| VP FINANCE AND ADMIN | $210,771 | $0 | $0 | $0 | $132 | $0 | $20,900 | $0 | $2,140 | $0 | $233,943 | $0 | $0 | $0 |
| LAWRENCE FINER | ||||||||||||||
| VP DOMESTIC RESEARCH | $225,090 | $0 | $0 | $0 | $360 | $0 | $22,724 | $0 | $8,813 | $0 | $256,987 | $0 | $0 | $0 |
| JONATHAN WITTENBERG | ||||||||||||||
| VP DEVELOPMENT | $201,643 | $0 | $0 | $0 | $240 | $0 | $21,000 | $0 | $27,269 | $0 | $250,152 | $0 | $0 | $0 |
| JACQUELINE DARROCH | ||||||||||||||
| SENIOR FELLOW | $204,042 | $0 | $0 | $0 | $4,944 | $0 | $20,101 | $0 | $8,651 | $0 | $237,738 | $0 | $0 | $0 |
| GUSTAVO SUAREZ | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $189,422 | $0 | $0 | $0 | $1,584 | $0 | $19,236 | $0 | $8,813 | $0 | $219,055 | $0 | $0 | $0 |
| DORE HOLLANDER | ||||||||||||||
| EXECUTIVE EDITOR | $183,837 | $0 | $0 | $0 | $1,584 | $0 | $18,605 | $0 | $9,484 | $0 | $213,510 | $0 | $0 | $0 |
| HEATHER BOONSTRA | ||||||||||||||
| DIRECTOR OF PUBLIC POLICY | $186,211 | $0 | $0 | $0 | $873 | $0 | $19,245 | $0 | $18,687 | $0 | $225,016 | $0 | $0 | $0 |
| KATHRYN KOST | ||||||||||||||
| DIRECTOR OF DOMESTIC RESEARCH | $193,131 | $0 | $0 | $0 | $1,032 | $0 | $19,417 | $0 | $29,647 | $0 | $243,227 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 132906040 | BondIssuerEIN |
| CUSIP | 649438DS4 | CUSIPNum |
| Bond Issued | 2007-05-01 | BondIssuedDt |
| Issue Price | $9,115,000 | IssuePriceAmt |
| Purpose | COST OF PROPERTY ACQUISITION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $9,115,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $64,357 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $9,050,643 | CapitalExpendituresAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,326,889 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE 990 BEFORE SUBMISSION. ONCE THE AUDIT COMMITTEE HAS SIGNED OFF, THE 990 IS EMAILED TO ALL BOARD MEMBERS AND THEY ARE ASKED TO CONFIRM THAT THEY HAVE RECEIVED THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, KEY EMPLOYEES AND DIRECTORS ARE REQUIRED TO REVIEW, DISCLOSE POTENTIAL CONFLICTS, AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE AUDIT COMMITTEE GATHERS ALL MATERIAL FACTS CONCERNING ANY DISCLOSED CONFLICTS. THE INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR DELIBERATION. IF NECESSARY, THE BOARD VOTES UPON THE APPROPRIATE ACTION WHILE THE INTERESTED PERSON IS EXCUSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXECUTIVE COMPENSATION COMMITTEE, CONSISTING OF THE BOARD CHAIR, THE FINANCE COMMITTEE CHAIR, AND THE IMMEDIATE PAST BOARD CHAIR, SETS COMPENSATION FOR THE CEO AND REVIEWS COMPENSATION FOR ALL OTHER OFFICERS (I.E. VICE PRESIDENTS). THESE INDIVIDUALS EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE INSTITUTE AND ARE, AS SUCH, "DISQUALIFIED PERSONS" WITHIN THE MEANING OF SECTION 4958 (F) (1) OF THE INTERNAL REVENUE CODE. THE EXECUTIVE COMPENSATION COMMITTEE'S PRIMARY PURPOSE IS TO ENSURE THAT EXECUTIVE COMPENSATION PACKAGES REPRESENT REASONABLE REMUNERATION FOR THE SERVICES PREFORMED AND TO ENSURE COMPLIANCE WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL LAWS. PRIOR TO THE OCTOBER BOARD MEETING, THE COMMITTEE REVIEWS COMPENSATION FOR SENIOR EXECUTIVES AT COMPARABLE NON-PROFIT ORGANIZATIONS, WITH STAFFING LEVELS AND BUDGETS ON PAR WITH THOSE OF THE INSTITUTE, AND WHICH CONDUCT ACTIVITIES SIMILAR IN SCOPE AND PURPOSE TO THOSE OF THE INSTITUTE, IN ORDER TO BENCHMARK OUR COMPENSATION PRACTICES FOR OFFICERS. THE COMMITTEE MAY ALSO REVIEW SURVEYS COMPILED BY INDEPENDENT FIRMS AND OTHER ORGANIZATIONS' PUBLIC DOCUMENTATION OF SALARY PRACTICES. THE COMMITTEE REPORTS ITS COMPENSATION DETERMINATIONS ANNUALLY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS MUST APPROVE THE CEO COMPENSATION PACKAGE AND BE INFORMED OF THE COMPENSATION OF THE OTHER OFFICERS. THIS PROCESS WAS LAST CONDUCTED ON OCTOBER 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | MEMBERS OF THE PUBLIC MAY REQUEST A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BY PHONE, EMAIL OR MAIL. COPIES OF THE REQUESTED DOCUMENTS ARE SENT TO THEM VIA THE MEDIUM OF THEIR CHOICE. |
| FORM 990, PART IX, LINE 11G | PROGRAM SUB-CONTRACTS: PROGRAM SERVICE EXPENSES 2,505,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,505,510. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 66,785. MANAGEMENT AND GENERAL EXPENSES 39,704. FUNDRAISING EXPENSES 7,202. TOTAL EXPENSES 113,691. RECRUITMENT COSTS: PROGRAM SERVICE EXPENSES 8,343. MANAGEMENT AND GENERAL EXPENSES 4,960. FUNDRAISING EXPENSES 900. TOTAL EXPENSES 14,203. CONSULTING FEES: PROGRAM SERVICE EXPENSES 409,230. MANAGEMENT AND GENERAL EXPENSES 239,781. FUNDRAISING EXPENSES 37,599. TOTAL EXPENSES 686,610. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT -59,852. FOREIGN EXCHANGE GAIN 766,787. |
| FORM 990: PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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