FOREIGN POLICY RESEARCH INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOREIGN POLICY RESEARCH INSTITUTE (EIN 23-1731998)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349321288
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:31:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231731998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREIGN POLICY RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET 1920 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE SALERNO | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 2157323774 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRISON PEREIRA | PreparerPersonNm |
| PTIN | P00746867 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON STEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET 1920 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,396,521 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FPRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON U.S. FOREIGN POLICY | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,182,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,186,616 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $190,055 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $99,899 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,171 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,275 | PYOtherRevenueAmt |
| CY Other Revenue | $43,520 | CYOtherRevenueAmt |
| PY Total Revenue | $2,404,147 | PYTotalRevenueAmt |
| CY Total Revenue | $2,376,206 | 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 | $1,618,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,322,398 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $401,865 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,396,939 | PYOtherExpensesAmt |
| CY Other Expenses | $957,460 | CYOtherExpensesAmt |
| PY Total Expenses | $3,015,054 | PYTotalExpensesAmt |
| CY Total Expenses | $2,279,858 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$610,907 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $96,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,323,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,324,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,410,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,315,633 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,912,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,009,191 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOREIGN POLICY RESEARCH INSTITUTE (FRPI) IS DEDICATED TO PRODUCING THE HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON CRUCIAL FOREIGN POLICY AND NATIONAL SECURITY CHALLENGES FACING THE UNITED STATES. WE EDUCATE THOSE WHO MAKE AND INFLUENCE POLICY, AS WELL AS THE PUBLIC AT LARGE, THROUGH THE LENS OF HISTORY, GEOGRAPHY AND CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,713,432 | ExpenseAmt |
| Revenue | $99,899 | RevenueAmt |
| Desc | RESEARCH: FRPI IS DEDICATED TO PRODUCING THE HIGHEST QUALITY SCHOLARSHIP AND NONPARTISAN POLICY ANALYSIS FOCUSED ON CRUCIAL FOREIGN POLICY AND NATIONAL SECURITY CHALLENGES FACING THE UNITED STATES. WE EDUCATE THOS E WHO MAKE INFLUENCE POLICY, AS WELL AS THE PUBLIC AT LARGE. THROUGH THE LENS OF HISTORY, GEOGRAPHY AND CULTURE, FPRI HAS SIX MAIN RESEARCH PROGRAMS: AMERICA AND THE WEST, EAST ASIA, EURASIA, THE MIDDLE EAST, NATIONAL SECURITY AND AFRICA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EDUCATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,713,432 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANICE SALERNO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157323774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 S BROAD STREET SUITE 1920 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 |
|---|---|---|---|---|---|---|---|
| ROBERT L FREEDMAN | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEVON CROSS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HON DOV S ZAKHEIM | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARSHALL W PAGON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES H AVERILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMED AMERSI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J MICHAEL BARRON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMB ADRIAN A BASORA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD BISHOP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GWEN BOROWSKY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH BRAMSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E CARR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AHMED CHARAI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD CUDDY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER DACHOWSKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH FIELD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES GATELY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN GOLDBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JOHN HILLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HITCH III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HUNT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD KARDON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARINA KATS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN KENNEDY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA LAROSA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MURRAY LEVIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MARSHALL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MEYER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD J NAPLES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD W O'CONNOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES PAPADA III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN PHILLIPS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PIASECKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMB CHARLES RAY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN ROSENAU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADELE K SCHAEFFER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC L STERN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HILLARD TORGERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE WOOLLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL FLYNN | |||||||
| PRESIDENT - UNTIL APRIL 24 | 35.00 | Yes (X) | $131,000 | $0 | $14,888 | ||
| AARON M STEIN | |||||||
| PRESIDENT - CURRENT | 35.00 | Yes (X) | $178,205 | $0 | $0 | ||
| JANICE SALERNO | |||||||
| DIRECTOR OF FINANCE | 35.00 | Yes (X) | $94,202 | $0 | $7,958 | ||
| ROBERT KAPLAN | |||||||
| CHAIR OF GEOPOLITICS | 35.00 | $146,250 | $0 | $5,813 | Yes (X) | ||
| MAIA OTARASHVILI | |||||||
| EURASIA PROGRAM DIRECTOR | 35.00 | $105,000 | $0 | $12,136 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $654,657 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,795 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
| Fundraising | $66,970 | FundraisingAmt |
| All Other Contributions | $2,119,646 | AllOtherContributionsAmt |
| Total Contributions | $2,186,616 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLICATIONS | 513110 | $50,000 | $50,000 |
| MEMBERSHIPS AND PARTNE | 900099 | $49,899 | $49,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $99,899 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,171 | TotalRevenueColumnAmt |
| Exclusion | $46,171 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,609 | TotalRevenueColumnAmt |
| Exclusion | $13,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,970 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,315 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,215 | TotalRevenueColumnAmt |
| Exclusion | -$15,215 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,126 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,376,206 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,565 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,252 | TotalAmt |
| Program Services | $181,885 | ProgramServicesAmt |
| Management And General | $81,185 | ManagementAndGeneralAmt |
| Fundraising | $163,182 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,683 | TotalAmt |
| Program Services | $614,111 | ProgramServicesAmt |
| Management And General | $35,841 | ManagementAndGeneralAmt |
| Fundraising | $104,731 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,219 | TotalAmt |
| Program Services | $15,406 | ProgramServicesAmt |
| Management And General | $813 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,014 | TotalAmt |
| Program Services | $33,342 | ProgramServicesAmt |
| Management And General | $2,497 | ManagementAndGeneralAmt |
| Fundraising | $6,175 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,230 | TotalAmt |
| Program Services | $56,596 | ProgramServicesAmt |
| Management And General | $8,323 | ManagementAndGeneralAmt |
| Fundraising | $18,311 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,828 | TotalAmt |
| Program Services | $25,723 | ProgramServicesAmt |
| Management And General | $3,783 | ManagementAndGeneralAmt |
| Fundraising | $8,322 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,905 | TotalAmt |
| Program Services | $8,787 | ProgramServicesAmt |
| Management And General | $1,287 | ManagementAndGeneralAmt |
| Fundraising | $2,831 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,418 | TotalAmt |
| Program Services | $8,261 | ProgramServicesAmt |
| Management And General | $37 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,936 | TotalAmt |
| Program Services | $28,955 | ProgramServicesAmt |
| Management And General | $4,097 | ManagementAndGeneralAmt |
| Fundraising | $9,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,359 | TotalAmt |
| Program Services | $51,336 | ProgramServicesAmt |
| Management And General | $7,549 | ManagementAndGeneralAmt |
| Fundraising | $17,474 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,068 | TotalAmt |
| Program Services | $98,646 | ProgramServicesAmt |
| Management And General | $14,507 | ManagementAndGeneralAmt |
| Fundraising | $31,915 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,692 | TotalAmt |
| Program Services | $46,113 | ProgramServicesAmt |
| Fundraising | $10,579 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,294 | TotalAmt |
| Program Services | $22,281 | ProgramServicesAmt |
| Fundraising | $16,013 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,621 | TotalAmt |
| Program Services | $9,262 | ProgramServicesAmt |
| Management And General | $1,362 | ManagementAndGeneralAmt |
| Fundraising | $2,997 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,860 | TotalAmt |
| Program Services | $15,545 | ProgramServicesAmt |
| Management And General | $2,286 | ManagementAndGeneralAmt |
| Fundraising | $5,029 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| HONORARIA AND STIPENDS | $487,449 | $487,449 | |
| SUBSCRIPTIONS AND MEMBE | $4,232 | $2,116 | $2,116 |
| FINANCE CHARGES | $430 | $430 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,368 | TotalAmt |
| Program Services | $7,188 | ProgramServicesAmt |
| Management And General | $994 | ManagementAndGeneralAmt |
| Fundraising | $2,186 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279,858 | TotalAmt |
| Program Services | $1,713,432 | ProgramServicesAmt |
| Management And General | $164,561 | ManagementAndGeneralAmt |
| Fundraising | $401,865 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,007 | BOYAmt |
| EOY | $1,242,257 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,536 | BOYAmt |
| EOY | $766,627 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,208 | BOYAmt |
| EOY | $141,929 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,370 | BOYAmt |
| EOY | $13,742 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,750 | BOYAmt |
| EOY | $13,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $260,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,134 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,475 | BOYAmt |
| EOY | $72,854 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,714 | BOYAmt |
| EOY | $16,861 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,060 | BOYAmt |
| EOY | $1,057,238 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,323,120 | BOYAmt |
| EOY | $3,324,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,043 | BOYAmt |
| EOY | $91,166 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,921 | BOYAmt |
| EOY | $25,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,206 | BOYAmt |
| EOY | $1,199,426 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,410,170 | BOYAmt |
| EOY | $1,315,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,267 | BOYAmt |
| EOY | $886,161 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,683 | BOYAmt |
| EOY | $1,123,030 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,912,950 | BOYAmt |
| EOY | $2,009,191 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,323,120 | BOYAmt |
| EOY | $3,324,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $96,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$107 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,104,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,013,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,703,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,182,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,186,616 | CurrentTaxYearAmt |
| Total | $12,189,568 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,104,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,013,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,703,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,182,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,186,616 | CurrentTaxYearAmt |
| Total | $12,189,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,450,995 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,738,573 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,780 | CurrentTaxYearAmt |
| Total | $97,394 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,126 | CurrentTaxYearAmt |
| Total | $99,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,386,497 | TotalSupportAmt |
| Public Support CY170 | 0.54400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 2,992. 2021 AMOUNT: $ 264. 2022 AMOUNT: $ 34,619. 2023 AMOUNT: $ 16,534. 2024 AMOUNT: $ 45,126. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,714 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,147 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,861 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,515 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,199 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,714 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,059 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,544 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,515 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,185 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,874 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,327 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,858 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,185 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,134 | DepreciationAmt |
| Book Value | $72,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,854 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OFFICE LEASE SECURITY DEPOSIT | $40,043 |
| RIGHT OF USE LEASE ASSET | $1,017,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,057,238 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $1,120,318 |
| OTHER | $79,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,199,426 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,396,414 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$107 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,315 | OtherRevenueAmt |
| Revenue Not Reported | $20,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,376,206 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,376,206 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,300,173 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,315 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,315 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,279,858 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,279,858 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS INTENDED TO BE USED FOR SCHOLARSHIPS AND TO SUPPORT GENERAL OPERATIONS OF THE INSTITUTE |
| PART X, LINE 2: | FPRI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND APPLICABLE STATE LAW. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. FPRI IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS, NOR IS IT AWARE OF ANY OF ITS ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. FPRI FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON FPRI'S FINANCIAL STATEMENTS, AS MANAGEMENT HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS IN 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 20,315. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 20,315. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEN FRANKLIN AWARDS | Event1Nm |
| Gross Receipts Event1 | $72,070 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,970 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,100 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,315 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $72,070 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,970 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,100 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,315 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,315 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,215 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON M STEIN | ||||||||||||||
| PRESIDENT - CURRENT | $178,205 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,205 | $0 | $0 | $0 |
| ROBERT KAPLAN | ||||||||||||||
| CHAIR OF GEOPOLITICS | $116,250 | $0 | $0 | $0 | $30,000 | $0 | $5,813 | $0 | $0 | $0 | $152,063 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENTARY. THE VERSION OF THE FORM 990 PREPARED FOR ELECTRONIC FILING IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR FINAL REVIEW BEFORE E-FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST CERTIFICATIONS ARE REQUESTED FROM TRUSTEES AND OTHER OFFICERS AT THE BEGINNING OF EACH CALENDAR YEAR. MANAGEMENT PROVIDES COPIES OF 1) THE CONFLICT OF INTEREST POLICY; 2) A LIST OF VENDORS, FINANCIAL INSTITUTIONS, EMPLOYEES AND INDEPENDENT CONTRACTORS WITH WHICH THE ORGANIZATION DOES BUSINESS; AND 3) A CERTIFICATION FORM TO BE RETURNED, CERTIFYING THAT:1) THE INDIVIDUAL HAS RECEIVED COPY OF THE CONFILICT OF INTEREST POLICY AND 2) SPECIFYING THE INDIVIDUAL'S CONFLICTS OF INTEREST, IF ANY, OR SPECIFIYING THAT THE INDIVIDUAL HAS NO CONFLICTS. INTERIM CERTIFICATION REQUESTS ARE SUBMITTED TO INDIVIDUALS FOR ACTUAL OR POTENTIAL CONFLICTS THAT ARISE BETWEEN ANNUAL CERTIFICATIONS. POTENTIAL CONFLICTS THAT ARE DISCLOSED ARE DISCUSSED AND ACTED UPON BY THE FULL BOARD OF TRUSTEES. BOARD ACTIONS MAY INCLUDE: DETERMINATION THAT NO ACTUAL CONFLICT EXISTS AND THAT NO FURTHER ACTION IS REQUIRED BASED ON ANY REASONABLE GROUNDS, INCLUDING THE NOMINAL NATURE OF ANY INTEREST INVOLVED. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, NEITHER FPRI OR NOR THE INTERESTED PERSON SHALL ENTER INTO OR CONTINUE THE TRANSACTION OR ARRANGEMENT PRESENTING THE CONFLICT, UNLESS IT IS APPROVED BY THE BOARD. IN APPROVING A TRANSACTION OR RELATIONSHIP WHERE THERE IS A CONFLICT, THE BOARD SHALL CONSIDER WHETHER A MORE FAVORABLE ALTERNATIVE TRANSACTION OR ARRANGEMENT IS AVAILABLE WITH A PARTY THAT DOES NOT PRESENT A CONFLICT. IF A MORE ADVANTAGEOUS NON-CONFLICT TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES, THE BOARD SHALL DETERMINE, BY A MAJORITY OF THE DISINTERESTED TRUSTEES, WHETHER TO APPROVE A CONFLICT BY CONSIDERING WHETHER SUCH CONFLICT IS IN THE ORGANIZATION'S BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. INDIVIDUALS WHO HAVE CONFLICTS ARE NOT PERMITTED TO PARTICIPATE IN THE DISCUSSIONS OR DECISIONS CONCERNING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT IS REVIEWED AND RECOMMENDED TO THE BOARD OF TRUSTEES BY THE BOARD'S COMPENSATION COMMITTEE AS PART OF THE PROCESS OF APPROVING THE ANNUAL BUDGET. CRITERIA USED IN THE COMMITTEE'S DELIBERATIONS INCLUDE: COMPENSATION PAID BY SIMILAR ORGANIZATIONS IN TERMS OF FOCUS/SIZE. THE BOARD OF TRUSTEES REVIEWS THE COMMITTEE'S RECOMMENDATION AND EITHER APPROVES THE RECOMMENDATION OR APPROVES A REVISED AMOUNT COMPENSATION. COMPENSATION OF OTHER OFFICERS IS DETERMINED BY SENIOR MANAGEMENT, IN CONSULTATION WITH THE COMPENSATION COMMITTEE, WITH REFERENCE TO COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. DELIBERATIONS AND FINAL DETERMINATION OF COMPENSATION FOR THE PRESIDENT AND OTHER OFFICERS ARE TIMELY DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S RECENT FINANCIAL STATEMENTS ARE PUBLISHED ON THE WEBSITE; PRIOR YEARS ARE AVAILABLE UPON REQUEST. |
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