2018-09-05T13:12:31-05:00 2017-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2017-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 JEFF MOYER EXECUTIVE DIRECTOR 6106831400 2018-09-05 1 JENNIFER SOLOT P00749373 2155677770 2017 2022-09-23 18:48:47Z JEFF MOYER 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 6459788 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 12 11 50 220 0 0 1794743 2777356 359079 327145 373154 681110 617316 597376 3144292 4382987 68084 0 0 0 2251688 2435140 0 0 570073 1463930 1844959 3783702 4280099 -639410 102888 22371921 23944979 222189 726751 22149732 23218228 X RODALE INSTITUTE IS A 501(C)(3) NONPROFIT DEDICATED TO ADVANCING REGENERATIVE ORGANIC AGRICULTURE THROUGH RESEARCH, EDUCATION AND OUTREACH. FOR OVER SEVENTY YEARS, RODALE INSTITUTE HAS BEEN RESEARCHING BEST PRACTICES [CONT. ON SCHED. O.]FOR MANAGING PESTS AND DISEASES IN ORGANIC AGRICULTURE WHILE PROVIDING NUTRITIOUS FOOD AND ADAPTING TO AND MITIGATING CLIMATE CHANGE. OUR FINDINGS, SHARED WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATE FOR POLICIES THAT SUPPORT FARMERS AND EDUCATE CONSUMERS ABOUT HOW ORGANIC IS THE HEALTHIEST OPTION. THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELLBEING OF PEOPLE AND THE PLANET. 0 0 2494092 726686 STRATEGIC SOLUTIONS TEAM (SST)RESEARCH: RODALE INSTITUTE'S RESEARCH FOCUSES ON THREE PRIMARY AREAS: GROWING ORGANIC AGRICULTURE, MITIGATING AND ADAPTING TO CLIMATE CHANGE, AND SOLVING FOOD INSECURITY BY GROWING NUTRIENT-DENSE FOODS. THERE ARE CURRENTLY MORE THAN 20 RESEARCH PROJECTS TAKING PLACE AT OUR 333-ACRE EXPERIMENTAL FARM IN KUTZTOWN, PA. AREAS OF FOCUS INCLUDE ORGANIC SOIL IMPROVEMENT AND FERTILITY, CROP NUTRIENT DENSITY, WEED MANAGEMENT, NO-TILL PRODUCTION, COVER CROPS, CROP-LIVESTOCK INTEGRATION, AND WATER QUALITY. INDIVIDUAL PROJECTS INCLUDE INVESTIGATIONS OF SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, NUTRIENT MANAGEMENT IN ORGANIC SYSTEMS, AND IMPROVED TECHNIQUES FOR COMPOST MANAGEMENT AND PEST AND DISEASE PREVENTION. [CONT. ON SCHED. O.]OUR FARMING SYSTEMS TRIAL, INITIATED IN 1981, IS THE LONGEST-RUNNING SIDE-BY-SIDE COMPARISON OF CONVENTIONAL AND ORGANIC GRAIN CROPPING SYSTEMS. OUR RESEARCH COMPARES THE ECONOMICS, ENERGY USE, AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES.THROUGH A GRANT PROVIDED BY THE WILLIAM PENN FOUNDATION AND A PARTNERSHIP WITH STROUD WATER RESEARCH CENTER, IN 2018 WE BEGAN A SIMILAR SIDE-BY-SIDE TRIAL AT THE NATURAL LANDS TRUST STROUD PRESERVE. THE UNIQUE CHARACTERISTICS OF THIS LAND ENABLE US TO MEASURE THE EFFECTS OF AGRICULTURAL RUN-OFF TO THE DELAWARE WATERSHED FROM CONVENTIONAL VS. ORGANIC SYSTEMS.IN 2016, WE INITIATED THE VEGETABLE SYSTEMS TRIAL, A LONG-TERM, SIDE-BY-SIDE COMPARISON OF ORGANIC AND CONVENTIONAL VEGETABLE SYSTEMS. OUR GOAL IS TO DEVELOP ECONOMICALLY VIABLE SYSTEMS THAT IMPROVE SOIL, PLANT, HUMAN, AND PLANETARY HEALTH THROUGH THE APPLICATION OF REGENERATIVE ORGANIC MANAGEMENT TECHNIQUES. WE EXPECT THE STUDY TO CONTINUE FOR MORE THAN 20 YEARS, ENABLING US TO MONITOR SOIL HEALTH, VEGETABLE NUTRITIONAL QUALITY, ENVIRONMENTAL IMPACT, AGROECOSYSTEM RESILIENCE, AND THE ECONOMICS OF VEGETABLE PRODUCTION OVER TIME WHILE ASSESSING HOW DIFFERENT MANAGEMENT PRACTICES DIRECTLY OR INDIRECTLY AFFECT HUMAN HEALTH. FARMER TRAINING: RODALE INSTITUTE IS INVESTED IN HELPING NEW FARMERS GET ESTABLISHED IN ORGANIC AGRICULTURE, WORKING WITH CONVENTIONAL FARMERS TO TRANSITION TO ORGANIC, AND TEACHING EXISTING ORGANIC FARMERS THE MOST EFFECTIVE ORGANIC GROWING PRACTICES. ON OUR FARM-A DIVERSE OPERATION INCLUDING HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION OF GRAIN AND VEGETABLE CROPS, COMPOSTING, GREENHOUSE OPERATIONS, A TREATMENT-FREE HONEYBEE CONSERVANCY, AND INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS, AMONG OTHER FOCUS AREAS-WE OFFER HANDS-ON EDUCATION TO NEW FARMERS THROUGH SEVERAL INTERNSHIP PATHWAYS: OUR VETERANS TRAINING PROGRAM IS A FLEXIBLE, 2-4 MONTH PROGRAM SERVING MILITARY VETERANS TRANSITIONING TO NEW CAREERS IN ORGANIC AGRICULTURE; THE AGRICULTURE SUPPORTED COMMUNITIES PROGRAM ALLOWS US TO BRING HIGH-QUALITY ORGANIC FOOD TO UNDERSERVED COMMUNITIES WHILE TRAINING NEW FARMERS; OUR ONE-YEAR ORGANIC FARMING CERTIFICATE PROGRAM, OFFERED IN PARTNERSHIP WITH DELAWARE VALLEY UNIVERSITY, PREPARES STUDENTS TO START A SMALL-SCALE ORGANIC FARM OR WORK FOR AN ORGANIC OPERATION; AND OUR INTERNSHIPS IN GARDENING, LIVESTOCK, AND RESEARCH GIVE TRAINEES THE OPPORTUNITY TO FOCUS ON AN AREA OF THEIR CHOOSING.HUMAN HEALTH: WE ARE INVESTIGATING THE POTENTIAL LINKS BETWEEN SOIL HEALTH AND HUMAN HEALTH THROUGH OUR VEGETABLE SYSTEMS TRIAL AND HAVE EMBARKED ON SEVERAL PARTNERSHIPS TO FURTHER OUR WORK IN THIS REALM. THE ST. LUKE'S-RODALE INSTITUTE ORGANIC FARM IS A COLLABORATION BETWEEN RODALE INSTITUTE AND THE ST. LUKE'S UNIVERSITY HEALTH NETWORK, PROVIDING ORGANIC PRODUCE TO HOSPITAL PATIENTS AND STAFF AT SEVEN HOSPITALS IN THE ST. LUKE'S NETWORK. PARTNERSHIPS WITH PENN STATE HERSHEY MEDICAL CENTER AND THE PLANTRICIAN PROJECT ENABLE US TO DEEPEN OUR INVESTIGATION OF THE SOIL-HUMAN HEALTH CONNECTION. 789271 COMMUNICATIONSOUTREACH AND EDUCATION: OUR RESEARCH FINDINGS ARE SHARED WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE PUBLIC THROUGH ONLINE MATERIALS, CONFERENCES, WORKSHOPS, FIELD DAYS, SEMINARS, AND SYMPOSIUMS. WE OFFER WEBINARS, VIDEOS, SOCIAL MEDIA AND EMAIL NEWSLETTER UPDATES, AND OTHER RESOURCES THROUGH OUR WEBSITE, RODALEINSTITUTE.ORG, WHICH SEES APPROXIMATELY 500,000 UNIQUE VISITORS PER YEAR.ADVOCACY: THROUGH OUR SPONSORSHIP OF THE ORGANIC FARMERS ASSOCIATION, A NATIONAL MEMBERSHIP BODY OF CERTIFIED ORGANIC PRODUCERS IN THE UNITED STATES, [CONT. ON SCHED. O] RODALE INSTITUTE SUPPORTS ORGANIC FARMERS IN ADVOCATING FOR IMPROVED FEDERAL POLICY IN WASHINGTON, D.C. LEARN MORE AT ORGANICFARMERSASSOCIATION.ORG. 3283363 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 59 0 50 1 0 1 SG 0 0 0 1 1 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY CO-CHAIRMAN 1.00 X X 0 0 0 MAYA RODALE CO-CHAIRMAN 1.00 X X 0 0 0 KIMBERLY SPOTTS-KIMMEL RECORDING SECRETARY 1.00 X X 0 0 0 DREW BECHER DIRECTOR 1.00 X 0 0 0 ELIZABETH KUCINICH DIRECTOR 1.00 X 0 0 0 CORBY KUMMER DIRECTOR 1.00 X 0 0 0 ROBERTA LANG DIRECTOR 1.00 X 0 0 0 GRANT LUNDBERG DIRECTOR 1.00 X 0 0 0 HELEN PISZEK NELSON DIRECTOR 1.00 X 0 0 0 MARIA RODALE DIRECTOR 1.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 X 0 0 0 JEFF MOYER EXECUTIVE DIRECTOR 40.00 X X 142158 0 19446 KRISTINE NICHOLS CHIEF SCIENTIST 40.00 X 119719 0 11775 261877 0 31221 2 0 1 0 GRENZEBACH GLIER & ASSOCIATES 200 S MICHIGAN AVENUE CHICAGO IL 60604 CONSULTING 194513 1 102801 710651 1963904 96778 2777356 ORGANIC FARMING SVCS 900099 191778 191778 SPONSORSHIP INCOME 900099 135367 135367 327145 175453 175453 54944 0 54944 54944 54944 2506616 2000959 505657 505657 505657 18300 102801 26686 -8386 -8386 401197 49156 352041 352041 OTHER REVENUE 900099 127581 127581 INT - DISQ PERSON 900099 71196 71196 198777 4382987 543819 0 1061812 X 161624 125946 18690 16988 1773012 1382423 204549 186040 48195 37469 5626 5100 315510 245359 36791 33360 136799 106391 15947 14461 6000 6000 679844 421515 42774 215555 466322 360703 54069 51550 93035 82905 9321 809 144198 111189 6749 26260 128172 123193 4979 EQUIP RENTAL/MAINT 144726 106340 25577 12809 OTHER 143649 143649 DUES AND SUBSCRIPTIONS 39013 30281 1591 7141 4280099 3283363 426663 570073 442270 7099098 379558 250056 252137 1357297 151924 84567 6556580 47922 37421 57680 40110 4518672 1400122 3240466 3118550 10738541 11392183 504843 565697 22371921 23944979 164502 678678 57687 48073 222189 726751 X 9856926 15315177 11114528 6606133 1178278 1296918 22149732 23218228 22371921 23944979 X 102888 904754 60854 X 0 1 X 1 0 X 3600477 2162515 2272089 1794743 2777356 12607180 3600477 2162515 2272089 1794743 2777356 12607180 3091428 9515752 264111 385743 301649 277027 230397 1458927 176736 132638 151755 145249 198777 805155 14871262 3297984 0.63990 0.68870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6000 6000 3710026 3716026 335801 83950 0 0 0 0 0 335801 335801 503702 0 0 0 6000 6000 0 0 0 83950 83950 125925 0 0 0 6000 6000 5570984 840769 279212 6132541 5487885 359046 275947 5570984 5903922 -122324 293713 5487885 5952079 17375 263963 329495 5903922 5355033 100 863324 266378 5952079 0.11940 0.88060 0 0 2554726 2554726 34421 32843 1578 1929525 1367279 562246 3118550 X 5543191 904754 118754 136696 1160204 4382987 0 4382987 4474695 118754 75842 194596 4280099 0 4280099 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS IS AVAILABLE FOR THE OPERATIONS AND MAINTENANCE OF THE RODALE RESEARCH CENTER. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 49,156. FUNDRAISING EXPENSES 26,686. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 60,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 49,156. FUNDRAISING EXPENSES 26,686. ORGANIC PIONEERS 121101 102801 18300 3150 20265 3271 121101 102801 18300 3150 20265 3271 26686 -8386 X X X 0 0 0 0 0 0 0 0 0 JEFF MOYER EXECUTIVE DIRECTOR 132158 0 10000 0 0 0 7691 0 11755 0 161604 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISONS WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS' APPROVAL. X 4 50114 FMV ON DATE OF DONATION X TRAVEL 6 26668 FMV ON DATE OF DONAT X SUPPLIES 4 19996 FMV ON DATE OF DONAT 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARIA RODALE, CO-CHAIRMAN, IS THE MOTHER OF MAYA RODALE, RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 315,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,684. CONTRACTORS AND SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 80,517. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,517. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,314. MANAGEMENT AND GENERAL EXPENSES 42,774. FUNDRAISING EXPENSES 215,555. TOTAL EXPENSES 283,643. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 60,854. BENEFICIAL INTEREST IN PERPETUAL TRUST (1) PASSIVE INVESTMENTS PA RODALE INSTITUTE T 78696 565697 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST A 78696 FMV