SALZBURG GLOBAL SEMINAR INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SALZBURG GLOBAL SEMINAR INC (EIN 04-2200147)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-30
- IRS object ID
- 201803039349301315
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T12:58:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
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 | 500 EAST PRATT STREET 4TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 042200147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALZBURG GLOBAL SEMINAR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALZ | BusinessNameControlTxt |
| Phone | 2026377683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H ST NW SUITE 1150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PIA VALDIVIA | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2026377683 | PhoneNum |
| Signature | 2018-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP H CORNBLATT | PreparerPersonNm |
| PTIN | P00252478 | PTIN |
| Phone | 4107834900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-17 | IPDt |
| IP Tm | 12:07:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 238159564A7F207AC3E2D33505B4833284B8AC6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PIA VALDIVIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H ST NW SUITE 1150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,409,159 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SALZBURGGLOBAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SALZBURG GLOBAL SEMINAR IS TO CHALLENGE CURRENT AND FUTURE LEADERS TO SHAPE A BETTER WORLD. OUR MULTI-YEAR PROGRAMS AIM TO BRIDGE DIVIDES, EXPAND COLLABORATIONS, AND TRANSFORM SYSTEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $3,551,603 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,701,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,381,833 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,777,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,965,266 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$852,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $316,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $155,287 | PYOtherRevenueAmt |
| CY Other Revenue | $283,993 | CYOtherRevenueAmt |
| PY Total Revenue | $7,782,695 | PYTotalRevenueAmt |
| CY Total Revenue | $13,947,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,248 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,220,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,692,292 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $418 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $604,866 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,109,317 | PYOtherExpensesAmt |
| CY Other Expenses | $4,564,971 | CYOtherExpensesAmt |
| PY Total Expenses | $8,340,061 | PYTotalExpensesAmt |
| CY Total Expenses | $9,275,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$557,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,671,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,386,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,419,464 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,361,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,241,494 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,024,566 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,177,970 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SALZBURG GLOBAL SEMINAR IS TO CHALLENGE CURRENT AND FUTURE LEADERS TO SHAPE A BETTER WORLD. OUR MULTI-YEAR PROGRAMS AIM TO BRIDGE DIVIDES, EXPAND COLLABORATIONS, AND TRANSFORM SYSTEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,589,017 | ExpenseAmt |
| Grant | $18,248 | GrantAmt |
| Revenue | $3,965,266 | RevenueAmt |
| Desc | SEE SCHEDULE OSALZBURG GLOBAL SEMINAR, INC. IS AN INDEPENDENT NON-PROFIT ORGANIZATION, HEADQUARTERED IN WASHINGTON D.C. AND BASED AT SCHLOSS LEOPOLDSKRON IN SALZBURG, AUSTRIA.IT WAS FOUNDED IN 1947 BY THREE YOUNG VISIONARIES AT HARVARD UNIVERSITY AS THE "SALZBURG SEMINAR IN AMERICAN STUDIES" TO ENCOURAGE THE REVIVAL OF INTELLECTUAL DIALOGUE IN POST-WAR EUROPE.SALZBURG GLOBAL CONVENES OUTSTANDING TALENT ACROSS GENERATIONS, CULTURES AND SECTORS TO INSPIRE NEW THINKING AND ACTION, AND TO CONNECT LOCAL INNOVATORS WITH GLOBAL RESOURCES. OUR PROGRAMS COVER CHALLENGES FACING THE WORLD IN EDUCATION, HEALTH, ENVIRONMENT, FINANCE, RULE OF LAW, HUMAN RIGHTS, MEDIA AND THE ARTS. WE FOSTER LASTING NETWORKS AND PARTNERSHIPS FOR CREATIVE, JUST AND SUSTAINABLE CHANGE.OVER 36,000 FELLOWS FROM MORE THAN 170 COUNTRIES HAVE COME TOGETHER THROUGH OUR WORK, WITH MANY RISING TO SENIOR LEADERSHIP POSITIONS.OUR HISTORIC HEADQUARTERS AT SCHLOSS LEOPOLDSKRON IN SALZBURG, AUSTRIA, BUILT IN 1736 BY THE ARCHBISHOP OF SALZBURG, RESTORED BY THE SALZBURG FESTIVAL'S CO-FOUNDER MAX REINHARDT, USED BY HOLLYWOOD FOR SETS IN THE SOUND OF MUSIC, AND NOW AN AWARD-WINNING HOTEL ALLOWS US TO WELCOME ALL PARTICIPANTS IN CONDITIONS OF TRUST AND OPENNESS.FOR MORE INFORMATION AND TO SEE OUR CALENDAR OF UPCOMING PROGRAMS, PLEASE VISIT: WWW.SALZBURGGLOBAL.ORG | Desc |
| Total Program Service Expenses | $7,589,017 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AU | 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 | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 | CA | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIA VALDIVIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026377682 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H ST NE SUITE 1150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| VICTORIA MARS | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER STURT HAAGA | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BYRON L BOSTON | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLAUDIO X GONZALEZ | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SEAN CLEARY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA A DARLING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREAS R DOMBRET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C EACHO III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| A MICHAEL HOFFMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERIT E JANOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE LAYDEN-SCHIMBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER F LEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B THOMAS MANSBACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG MEDCRAFT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BAILEY MORRIS-ECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H MUNDHEIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EWALD NOWOTNY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD D O'NEAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX M SCHLERETH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN L SALYER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $394,859 | $0 | $7,278 | ||
| RANDAL C TEAGUE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADENA TESTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIKAS THAPAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WOLFGANG WALDNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXA WESNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER WILSON-SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE WILLS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARE SHINE | |||||||
| VICE PRESIDENT/CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | $185,337 | $0 | $33,397 | ||
| PIA VALDIVIA | |||||||
| CFO/VP | 40.00 | Yes (X) | $198,374 | $0 | $5,623 | ||
| BEN GLAHN | |||||||
| VICE PRESIDENT, DEVELOP. AND OPERAT. | 40.00 | Yes (X) | $166,252 | $0 | $31,788 | ||
| DANIEL SZELEYNI | |||||||
| HOTEL GENERAL MANAGER | 40.00 | $146,187 | $0 | $30,234 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,091,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,320 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $66,277 | GovernmentGrantsAmt |
| All Other Contributions | $9,315,556 | AllOtherContributionsAmt |
| Total Contributions | $9,381,833 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONFERENCE INCOME | 721000 | $3,343,650 | $3,343,650 | |
| PARTICIPANT FUNDED TUITION | 611430 | $621,616 | $621,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,965,266 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,223 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$76,040 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,183 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $883,290 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $780,680 | SecuritiesAmt |
| Other | -$318,625 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,610 | SecuritiesAmt |
| Other | $318,625 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $421,235 | TotalRevenueColumnAmt |
| Exclusion | $421,235 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (LOSS) | Desc |
| Business | 721000 | BusinessCd |
| Total Revenue Column | $283,993 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $283,993 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $283,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,947,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $621,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,551,603 | UnrelatedBusinessRevenueAmt |
| Exclusion | $392,052 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,248 | TotalAmt |
| Program Services | $18,248 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,020 | TotalAmt |
| Program Services | $140,415 | ProgramServicesAmt |
| Management And General | $191,168 | ManagementAndGeneralAmt |
| Fundraising | $74,437 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,123,467 | TotalAmt |
| Program Services | $3,558,536 | ProgramServicesAmt |
| Management And General | $279,945 | ManagementAndGeneralAmt |
| Fundraising | $284,986 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,353 | TotalAmt |
| Program Services | $4,982 | ProgramServicesAmt |
| Management And General | $26,363 | ManagementAndGeneralAmt |
| Fundraising | $13,008 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,600 | TotalAmt |
| Program Services | $9,256 | ProgramServicesAmt |
| Management And General | $33,417 | ManagementAndGeneralAmt |
| Fundraising | $15,927 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,852 | TotalAmt |
| Program Services | $13,496 | ProgramServicesAmt |
| Management And General | $28,675 | ManagementAndGeneralAmt |
| Fundraising | $17,681 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,189 | TotalAmt |
| Management And General | $14,189 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,004 | TotalAmt |
| Program Services | $35,823 | ProgramServicesAmt |
| Management And General | $159,008 | ManagementAndGeneralAmt |
| Fundraising | $35,173 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,210 | TotalAmt |
| Program Services | $61,570 | ProgramServicesAmt |
| Management And General | $11,347 | ManagementAndGeneralAmt |
| Fundraising | $9,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,859 | TotalAmt |
| Program Services | $73,490 | ProgramServicesAmt |
| Management And General | $17,177 | ManagementAndGeneralAmt |
| Fundraising | $6,192 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,805 | TotalAmt |
| Program Services | $25,284 | ProgramServicesAmt |
| Management And General | $56,096 | ManagementAndGeneralAmt |
| Fundraising | $29,425 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,239 | TotalAmt |
| Program Services | $470,562 | ProgramServicesAmt |
| Management And General | $38,441 | ManagementAndGeneralAmt |
| Fundraising | $20,236 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,628 | TotalAmt |
| Program Services | $289,595 | ProgramServicesAmt |
| Management And General | $150,033 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,249 | TotalAmt |
| Program Services | $408,316 | ProgramServicesAmt |
| Management And General | $6,933 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,644 | TotalAmt |
| Program Services | $63,329 | ProgramServicesAmt |
| Management And General | $23,749 | ManagementAndGeneralAmt |
| Fundraising | $5,566 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $474,605 | $409,542 | $22,892 | $42,171 |
| FOOD & BEVERAGE | $449,869 | $449,869 | ||
| MISCELLANEOUS EXPENSE | $412,859 | $370,279 | $15,056 | $27,524 |
| HOUSEHOLD | $292,541 | $292,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,270 | TotalAmt |
| Program Services | $893,884 | ProgramServicesAmt |
| Management And General | $7,139 | ManagementAndGeneralAmt |
| Fundraising | $23,247 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,275,511 | TotalAmt |
| Program Services | $7,589,017 | ProgramServicesAmt |
| Management And General | $1,081,628 | ManagementAndGeneralAmt |
| Fundraising | $604,866 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,948 | BOYAmt |
| EOY | $1,012,945 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,073 | BOYAmt |
| EOY | $361,339 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,172,583 | BOYAmt |
| EOY | $4,711,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,358 | BOYAmt |
| EOY | $551,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,671,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,956,083 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,983,827 | BOYAmt |
| EOY | $4,715,385 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,021,635 | BOYAmt |
| EOY | $18,065,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,386,424 | BOYAmt |
| EOY | $29,419,464 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,590,321 | BOYAmt |
| EOY | $1,997,362 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,600 | BOYAmt |
| EOY | $791,600 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,224,937 | BOYAmt |
| EOY | $17,452,532 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,361,858 | BOYAmt |
| EOY | $20,241,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,812,195 | BOYAmt |
| EOY | -$14,384,715 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,462 | BOYAmt |
| EOY | $9,089,112 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,413,299 | BOYAmt |
| EOY | $14,473,573 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,024,566 | BOYAmt |
| EOY | $9,177,970 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,386,424 | BOYAmt |
| EOY | $29,419,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,671,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,240,707 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $241,104 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,417,936 | BeginningYearBalanceAmt |
| Contributions | $44,263 | ContributionsAmt |
| Investment Earnings Or Losses | $2,405,957 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $950,000 | OtherExpendituresAmt |
| End Year Balance | $16,918,156 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,826,942 | BeginningYearBalanceAmt |
| Contributions | $101,455 | ContributionsAmt |
| Investment Earnings Or Losses | $427,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $938,000 | OtherExpendituresAmt |
| End Year Balance | $15,417,936 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,841,122 | BeginningYearBalanceAmt |
| Contributions | $5,411 | ContributionsAmt |
| Investment Earnings Or Losses | -$773,154 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,515 | OtherExpendituresAmt |
| End Year Balance | $18,006,864 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,437,922 | BeginningYearBalanceAmt |
| Contributions | $2,979 | ContributionsAmt |
| Investment Earnings Or Losses | $492,467 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,092,246 | OtherExpendituresAmt |
| End Year Balance | $18,841,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,908,413 | BeginningYearBalanceAmt |
| Contributions | $58,884 | ContributionsAmt |
| Investment Earnings Or Losses | $2,412,093 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $941,468 | OtherExpendituresAmt |
| End Year Balance | $19,437,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $166,887 | InvestmentCostOrOtherBasisAmt |
| Book Value | $166,887 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $11,514,639 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $7,815,933 | DepreciationAmt |
| Book Value | $3,698,706 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $965,415 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $140,150 | DepreciationAmt |
| Book Value | $825,265 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $24,527 | InvestmentCostOrOtherBasisAmt |
| Book Value | $24,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,715,385 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SEMINAR IS EXEMPT FROM U.S. INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SEMINAR'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SEMINAR IS ALSO SUBJECT TO CERTAIN TAXES IN AUSTRIA AND U.S. PERSONAL PROPERTY TAX. THE SEMINAR EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF AUTHORITATIVE GUIDANCE. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION, OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE, COULD DIFFER FROM THE AMOUNT RECOGNIZED. THE SEMINAR HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017 AND 2016. THE SEMINAR'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. WHILE NO TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2014 REMAIN OPEN. |
| SCHEDULE D, PART V | REGARDING LINE 1A FOR THE PRIOR YEAR COLUMN AND THE TWO YEARS BACK COLUMN: THE $2,179,922 VARIANCE BETWEEN THE 2015 ENDING BALANCE VERSUS THE 2016 BEGINNING BALANCE IS DUE TO A FOREIGN CURRENCY TRANSLATION ADJUSTMENT THAT WAS MADE IN 2016. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NONDISCRIMINATION POLICY IS PUBLISHED IN THE REGISTRATION MATERIAL IN BOTH PRINTED FORM AND ON THE ORGANIZATION'S WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 54 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDUCATIONAL CENTER | SpecificServicesProvidedTxt |
| Region Total Expenditures | $7,589,017 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 54 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Subtotal Spent | $7,589,017 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,589,017 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| SCHOLARSHIP | AFRICA | 15 | $85,036 | TUITION WAIVER | BOOK |
| SCHOLARSHIP | CENTRAL/SOUTH AMERICA | 2 | $10,000 | TUITION WAIVER | BOOK |
| SCHOLARSHIP | EAST ASIA/PACIFIC | 19 | $100,490 | TUITION WAIVER | BOOK |
| SCHOLARSHIP | EUROPE | 3 | $15,000 | TUITION WAIVER | BOOK |
| SCHOLARSHIP | NORTH AMERICA | 3 | $18,248 | TUITION WAIVER | BOOK |
| SCHOLARSHIP | SOUTH/CENTRAL ASIA | 3 | $16,448 | TUITION WAIVER | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPROXIMATELY 50 FELLOWS FROM UP TO 30 COUNTRIES PARTICIPATE IN EACH SEMINAR. ADMISSION IS HIGHLY SELECTIVE AND THE FELLOWS ADMITTED MEET THREE CRITERIA: 1) THEY HAVE A BACKGROUND APPROPRIATE TO THE SESSION AND ARE REPRESENTATIVE OF IMPORTANT SECTORS; 2) THEY ARE PROFICIENT IN ENGLISH, COMMUNICATIVE, AND WILLING TO NETWORK; AND, 3) THEY HAVE A PERSONAL RECOMMENDATION BY A SENIOR PERSON IN THEIR FIELD. FELLOWS ARE RECRUITED THROUGH AN EXTENSIVE NETWORK OF ALUMNI, FACULTY REFERRALS, AND THE PUBLIC. THE FELLOWS ENGAGE IN AN INTENSE EDUCATIONAL AND CROSS CULTURAL EXPERIENCE WITH PEERS FROM AROUND THE WORLD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Purpose Of GrantPurposeOfGrantTxt |
|---|
| TUITION WAIVER |
| TUITION WAIVER |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Non Cash Assistance | $18,248 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION WAIVER | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPROXIMATELY 50 FELLOWS FROM UP TO 30 COUNTRIES PARTICIPATE IN EACH SEMINAR. ADMISSION IS HIGHLY SELECTIVE AND THE FELLOWS ADMITTED MEET THREE CRITERIA: 1) THEY HAVE A BACKGROUND APPROPRIATE TO THE SESSION AND ARE REPRESENTATIVE OF IMPORTANT SECTORS; 2) THEY ARE PROFICIENT IN ENGLISH, COMMUNICATIVE, AND WILLING TO NETWORK; AND, 3) THEY HAVE A PERSONAL RECOMMENDATION BY A SENIOR PERSON IN THEIR FIELD. FELLOWS ARE RECRUITED THROUGH AN EXTENSIVE NETWORK OF ALUMNI, FACULTY REFERRALS, AND THE PUBLIC. THE FELLOWS ENGAGE IN AN INTENSE EDUCATIONAL AND CROSS CULTURAL EXPERIENCE WITH PEERS FROM AROUND THE WORLD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN L SALYER | ||||||||||||||
| PRESIDENT/CEO | $338,585 | $0 | $35,000 | $0 | $21,274 | $0 | $0 | $0 | $7,278 | $0 | $402,137 | $0 | $0 | $0 |
| CLARE SHINE | ||||||||||||||
| VICE PRESIDENT/CHIEF PROGRAM OFFICER | $141,658 | $0 | $10,434 | $0 | $33,245 | $0 | $0 | $0 | $33,397 | $0 | $218,734 | $0 | $0 | $0 |
| PIA VALDIVIA | ||||||||||||||
| CFO/VP | $174,428 | $0 | $10,000 | $0 | $13,946 | $0 | $0 | $0 | $5,623 | $0 | $203,997 | $0 | $0 | $0 |
| BEN GLAHN | ||||||||||||||
| VICE PRESIDENT, DEVELOP. AND OPERAT. | $130,319 | $0 | $22,902 | $0 | $13,031 | $0 | $0 | $0 | $31,788 | $0 | $198,040 | $0 | $0 | $0 |
| DANIEL SZELEYNI | ||||||||||||||
| HOTEL GENERAL MANAGER | $100,170 | $0 | $36,000 | $0 | $10,017 | $0 | $0 | $0 | $30,234 | $0 | $176,421 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (16 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| ROBERTMARY FULTON | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| GIL OMENN | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $100,000 | $100,000 | 0 | Yes (1) | Yes (1) |
| CLAUDIO X GONZALEZ | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $100,000 | $100,000 | 0 | Yes (1) | Yes (1) |
| GREGORY WENDT | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $100,000 | $100,000 | 0 | Yes (1) | Yes (1) |
| VIKAS THAPAR | |||||||
| BOARD MEMBER | FUND OPERATIONS | Yes (X) | $26,600 | $26,600 | 0 | Yes (1) | Yes (1) |
| BAILEY MORRIS-ECK | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| ROBERT HERZTEIN | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| ROBERT MUNDHEIM | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $40,000 | 0 | Yes (1) | Yes (1) |
| DANIEL FUNG | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| DAVID TESTA | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| BRUCE WILSON | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| BYRON BOSTON | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $25,000 | $25,000 | 0 | Yes (1) | Yes (1) |
| STEPHEN SALYER | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $25,000 | $5,000 | 0 | Yes (1) | Yes (1) |
| ALLEN BLACK | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $20,000 | $20,000 | 0 | Yes (1) | Yes (1) |
| RONJANE OLSON | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| M LAYDEN | |||||||
| BOARD MEMBER | MEIERHOF | Yes (X) | $50,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $791,600 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD D O'NEAL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR OF CAPITAL GROUP | RelationshipDescriptionTxt |
| Transaction | $10,533,038 | TransactionAmt |
| Transaction | INVESTMENT IN MUTUAL FUNDS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ON JULY 19, 2013, DONALD D. O'NEAL, A BOARD MEMBER, ISSUED A $200,000 NOTE PAYABLE TO SALZBURG GLOBAL SEMINAR, INC THAT IS DUE TO MATURE ON JULY 19, 2018. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED & AUTHORIZED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY KNOWN. THEY MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND UPDATE IT ANNUALLY. BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALZBURG GLOBAL SEMINAR'S COMPENSATION POLICIES ARE APPROVED BY THE SEMINAR'S BOARD OF DIRECTORS WITH THE ASSISTANCE OF THE BOARD COMPENSATION COMMITTEE AS THE POLICIES RELATE TO THE CHIEF EXECUTIVE AND OTHER EXECUTIVE OFFICERS. THE COMPENSATION COMMITTEE'S RESPONSIBILITIES INCLUDE: - REVIEW AND APPROVAL OF SALZBURG GLOBAL SEMINAR'S COMPENSATION STRATEGY TO ENSURE CONSISTENCY WITH ITS MISSION AND VALUES AND APPLICABLE LEGAL AND REGULATORY REQUIREMENTS - ESTABLISH THE CHIEF EXECUTIVE'S COMPENSATION LEVEL AND REPORT ON THE CHIEF EXECUTIVE'S COMPENSATION TO THE BOARD OF DIRECTORS ANNUALLY - RECEIVE AND REVIEW A REPORT ANNUALLY FROM THE CHIEF EXECUTIVE REGARDING THE COMPENSATION OF SENIOR STAFF - REPORT REGULARLY TO THE BOARD ON COMMITTEE ACTIVITIES. THE FULL BOARD WILL APPROVE ANNUAL COMPENSATION INCREASES RECOMMENDED BY THE CHIEF EXECUTIVE FOR NON EXECUTIVE STAFF DURING THE ANNUAL BUDGET PROCESS. COMPENSATION PHILOSOPHY: SALZBURG GLOBAL SEMINAR'S ACTIVITIES ARE GUIDED BY A MISSION STATEMENT AND STRATEGIC PLAN. THE ALLOCATION OF THE ORGANIZATION'S RESOURCES AND ITS COMPENSATION PLANS ARE DESIGNED TO HELP ACHIEVE PROGRESS IN MEETING THE SEMINAR'S MISSION. THE BOARD RECOGNIZES THAT ACHIEVING THE SEMINAR'S MISSION REQUIRES ATTRACTING, RETAINING AND REWARDING SKILLED EXECUTIVES AND PERSONNEL WITHIN APPROPRIATE GUIDELINES ESTABLISHED BY THE IRS AND GOOD NONPROFIT GOVERNANCE PRACTICES. STANDARD FOR MEETING IRS GUIDELINES: - TOTAL COMPENSATION FOR SALZBURG GLOBAL SEMINAR'S SENIOR EXECUTIVES MUST MEET THE STANDARDS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS - THE IRS INTERMEDIATE SANCTIONS REGULATIONS APPLY TO "DISQUALIFIED PERSONS" AT 501(C)(3) PUBLIC CHARITIES. THE SEMINAR IS A 501(C)(3) ORGANIZATION. A DISQUALIFIED PERSON IS SOMEONE WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE WITH RESPECT TO THE ORGANIZATION'S AFFAIRS. DISQUALIFIED PERSONS FOR SALZBURG GLOBAL SEMINAR INCLUDE THE PRESIDENT AS WELL AS OTHER KEY EMPLOYEES - COMPENSATION, FOR PURPOSES OF INTERMEDIATE SANCTIONS, INCLUDES ALL REMUNERATION (BASE PAY, INCENTIVES AND BONUSES, DEFERRED COMPENSATION, AND APPROPRIATE COMPARISON FOR INTERMEDIATE SANCTIONS PURPOSES). INCENTIVES AND BONUSES ARE PERMISSIBLE UNDER INTERMEDIATE SANCTIONS, AS LONG AS THE TOTAL AMOUNT OF COMPENSATION IS REASONABLE. SALZBURG GLOBAL SEMINAR PROCESS: - EACH NOVEMBER THE FULL BOARD APPROVES ANNUAL GOALS FOR THE COMING YEAR AND THE PROPOSED ANNUAL INCREASE. THESE GOALS BECOME THE BASIS FOR ESTABLISHING PERFORMANCE GOALS FOR DEPARTMENTS AND INDIVIDUALS - PRIOR TO THIS MEETING THE COMPENSATION COMMITTEE MEETS TO ESTABLISH OVERALL COMPENSATION PHILOSOPHY FOR THE PRESIDENT AND OTHER EXECUTIVES FOR THE COMING YEAR - THE COMMITTEE HAS SET A GOAL THAT EMPLOYEES' TOTAL COMPENSATION BE AT THE MARKET MEDIAN - TO MEET THE "REASONABLE STANDARD" OF THE IRS, SALZBURG GLOBAL SEMINAR HIRES AN INDEPENDENT OUTSIDE CONSULTANT TO HELP DETERMINE AS THE IRS STATES "THE VALUE THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES". WORKING WITH THE COMPENSATION COMMITTEE, THE CONSULTANT HAS IDENTIFIED A GROUP OF ORGANIZATIONS AND COMPENSATION SURVEYS MOST COMPARABLE TO THE SEMINAR AND USES THIS DATA TO REVIEW THE PRESIDENT AND OTHER EXECUTIVE COMPENSATION - THE COMPENSATION COMMITTEE REVIEWS THE CONSULTANT'S REPORT AND MAKES RECOMMENDATIONS WHICH ARE REVIEWED AND VOTED ON BY THE FULL BOARD. THE FULL BOARD APPROVES THE COMPENSATION FOR THE PRESIDENT. THE PRESIDENT IS ALLOWED TO APPROVE COMPENSATION FOR SENIOR EXECUTIVES AFTER REVIEW BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SALZBURG GLOBAL SEMINAR'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON ITS WEBSITE WWW.SALZBURGGLOBAL.ORG. THE FORM 990 IS AVAILABLE THROUGH WWW.GUIDESTAR.ORG. ALL DOCUMENTS ARE PROVIDED UPON REQUEST FROM THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSLATION ADJUSTMENTS 241,104. |
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