CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY (EIN 95-3443202)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-22
- IRS object ID
- 201820539349301507
- Schema version
- 2016v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-22T17:53:31-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953443202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT INSTITUTE FOR THE STUDY | BusinessNameLine1Txt |
| Business Name Line2 | OF STATESMANSHIP & POLITICAL PHILOS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9099812200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD STE 120 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917863675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H GRANSDEN JR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9099812200 | PhoneNum |
| Signature | 2017-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DERRICK DEBRUYNE | PreparerPersonNm |
| PTIN | P00591016 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2018-02-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-21 | IPDt |
| IP Tm | 13:02:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BDF0B8C684168065D7ABC42327E45333338D2C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D45B5EC171DFD5D3120B1D2A5F8F4C1C93A2FA83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RYAN WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD SUITE 120 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,440,449 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLAREMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $15,708 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,231,338 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,181,826 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $257,359 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $386,788 | CYProgramServiceRevenueAmt |
| PY Investment Income | $98,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $101,166 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,642 | PYOtherRevenueAmt |
| CY Other Revenue | $26,268 | CYOtherRevenueAmt |
| PY Total Revenue | $5,588,691 | PYTotalRevenueAmt |
| CY Total Revenue | $5,696,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $198,314 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $173,103 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,521,403 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,177,412 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $100,861 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $198,150 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,011,223 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,152,125 | PYOtherExpensesAmt |
| CY Other Expenses | $2,544,398 | CYOtherExpensesAmt |
| PY Total Expenses | $4,972,703 | PYTotalExpensesAmt |
| CY Total Expenses | $5,093,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $615,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $602,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,198,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,414,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $182,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $433,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,016,459 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,980,980 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,144,928 | ExpenseAmt |
| Revenue | $124,018 | RevenueAmt |
| Desc | THE CLAREMONT REVIEW OF BOOKS IS A QUARTERLY PUBLICATION FEATURING BOOK REVIEWS AND ARTICLES THAT ADDRESS THE PRINCIPLES OF THE AMERICAN FOUNDING AND CONTEMPORARY ETHICAL AND PUBLIC POLICY ISSUES. EXPENSES INCLUDED $1,052,667 FOR THE PRINT MAGAZINE AND $92,260 FOR THE DIGITAL AND WEB EDITIONS. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS PROGRAM TOTALED $1,144,927. REVENUES TOTALED $124,018 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,235,385 | ExpenseAmt |
| Grant | $42,000 | GrantAmt |
| Revenue | $7,200 | RevenueAmt |
| Desc | THE CENTER FOR POLITICAL PHILOSOPHY & STATESMANSHIP INCLUDES OUR EDUCATIONAL PUBLIUS FELLOWSHIPS, LINCOLN FELLOWSHIPS AND JOHN MARSHALL FELLOWSHIPS TO TRAIN YOUNG CONSERVATIVE LEADERS IN THE PRINCIPLES OF LIMITED CONSTITUTIONAL GOVERNMENT, AS WELL AS CONTINUING EDUCATION FOR THE FELLOWS. EXPENSES INCLUDED $383,078 FOR THE PUBLIUS FELLOWSHIPS; $257,485 FOR THE LINCOLN FELLOWSHIPS; $255,563 FOR THE MARSHALL FELLOWSHIPS; $280,220 FOR CONTINUING EDUCATION; AND $59,037 FOR OTHER PROGRAMS OF THE CENTER. EXPENSES INCLUDED GRANTS OF $21,000 IN STIPENDS FOR THE PUBLIUS FELLOWS AND $21,000 IN STIPENDS FOR THE MARSHALL FELLOWS. REVENUES FOR THIS PROGRAM CONSISTED OF $7,200 IN CONFERENCE REVENUE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $552,050 | ExpenseAmt |
| Grant | $125,000 | GrantAmt |
| Desc | THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE LITIGATES, FILES BRIEFS AND PRODUCES SCHOLARSHIP AND EDUCATIONAL PROGRAMS THAT PROMOTE THE AMERICAN FOUNDERS' VIEW OF JURISPRUDENCE. EXPENSES FOR ACTIVITIES OF THE CENTER CAME TO $552,050. EXPENSES INCLUDING GRANTS OF $125,000 TO CHAPMAN UNIVERSITY TO SUPPORT THE CONSTITUTIONAL JURISPRUDENCE CLINIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $679,622 | ExpenseAmt |
| Grant | $6,103 | GrantAmt |
| Revenue | $255,570 | RevenueAmt |
| Desc | OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE THE WASHINGTON, DC COMMUNICATIONS OFFICE, WEBSITES, THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, PUBLICATIONS, EVENTS, WEBSITES, AND APPEARANCES IN PRINT, BROADCAST AND INTERNET MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $679,622. THESE EXPENSES INCLUDE GRANTS OF $6,103 IN STIPENDS TO INTERNS. REVENUES FOR THESE OTHER PROGRAMS INCLUDED $96,800 IN EVENT REVENUE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $679,622 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,103 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $255,570 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,611,985 | 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 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 137 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 | 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 | Yes (1) | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT GRANSDEN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9099812200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD STE 120 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL PACK | ||||||
| DIRECTOR, PRESIDENT | 40.00 | Yes (X) | Yes (X) | $248,703 | $0 | $32,269 |
| CHARLES KESLER | ||||||
| DIRECTOR; EDITOR, CRB | 10.00 | Yes (X) | $216,000 | $0 | $0 | |
| JOHN EASTMAN | ||||||
| DIRECTOR; SR. FELLOW | 15.00 | Yes (X) | $60,000 | $0 | $0 | |
| CHRIS FLANNERY | ||||||
| DIRECTOR; SR FELLOW | 8.00 | Yes (X) | $58,320 | $0 | $0 | |
| JOHN MARINI | ||||||
| DIRECTOR; SR FELLOW | 1.00 | Yes (X) | $7,100 | $0 | $0 | |
| LARRY P ARNN | ||||||
| DIRECTOR; VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J BENNETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROY E CRUMMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CURRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD J ERLER | ||||||
| DIRECTOR; SR FELLOW | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL H FARKAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES E HIGGINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT KEILHACKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN T KENNEDY | ||||||
| DIRECTOR, SR FELLOW | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS D KLINGENSTEIN | ||||||
| DIRECTOR; CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY B LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY MATTSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE C SANBORN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN P WILLIAMS | ||||||
| COO | 40.00 | Yes (X) | $129,627 | $0 | $6,983 | |
| CHRISTINE DOMENECH | ||||||
| VP, DEVELOPMENT | 40.00 | Yes (X) | $119,627 | $0 | $5,245 | |
| ROBERT GRANSDEN | ||||||
| CFO | 40.00 | Yes (X) | $108,703 | $0 | $25,761 | |
| DANIEL PALM | ||||||
| CORP SECRETARY | 1.00 | Yes (X) | $4,850 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $952,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,258 | 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 |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ISLAND HOTEL | |||||
| 690 NEWPORT CENTER DR | NEWPORT BEACH | CA | 92660 | CONFERENCE SERVICES | $250,340 |
| CHARLES KESLER | |||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | EDITOR, CRB; TEACHER | $216,000 |
| MORGAN MEREDITH & ASSOCIATESDIRECT MAIL | |||||
| 22780 INDIAN CREEK DR | STERLING | VA | 20166 | PRINTING AND MAILING | $131,005 |
| JAMES S DENTON | |||||
| 110 13TH STREET SE | WASHINGTON | DC | 20003 | CONSULTANT | $120,000 |
| UPLAND OFFICE CENTER LLC CO THE RENKEN | |||||
| 492 W FOOTHILL BLVD | CLAREMONT | CA | 91711 | RENTAL SERVICES | $103,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,640 | FundraisingAmt |
| All Other Contributions | $5,157,186 | AllOtherContributionsAmt |
| Noncash Contributions | $2,726,367 | NoncashContributionsAmt |
| Total Contributions | $5,181,826 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCE INCOME | 541800 | $262,770 | $262,770 | |
| CLAREMONT REVIEW OF BOOKS | 541800 | $124,018 | $108,310 | $15,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $386,788 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,779 | TotalRevenueColumnAmt |
| Exclusion | $105,779 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,722,891 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,727,504 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,613 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,613 | TotalRevenueColumnAmt |
| Exclusion | -$4,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,170 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,640 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,897 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,727 | TotalRevenueColumnAmt |
| Exclusion | -$12,727 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $38,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,995 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,696,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $410,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,708 | UnrelatedBusinessRevenueAmt |
| Exclusion | $88,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,000 | TotalAmt |
| Program Services | $125,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,103 | TotalAmt |
| Program Services | $48,103 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,609 | TotalAmt |
| Program Services | $853,785 | ProgramServicesAmt |
| Management And General | $31,529 | ManagementAndGeneralAmt |
| Fundraising | $219,295 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,558 | TotalAmt |
| Program Services | $449,908 | ProgramServicesAmt |
| Management And General | $258,971 | ManagementAndGeneralAmt |
| Fundraising | $58,679 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,553 | TotalAmt |
| Program Services | $125,751 | ProgramServicesAmt |
| Management And General | $28,963 | ManagementAndGeneralAmt |
| Fundraising | $38,839 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,692 | TotalAmt |
| Program Services | $72,566 | ProgramServicesAmt |
| Management And General | $16,714 | ManagementAndGeneralAmt |
| Fundraising | $22,412 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,150 | TotalAmt |
| Fundraising | $198,150 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,797 | TotalAmt |
| Program Services | $664,464 | ProgramServicesAmt |
| Management And General | $53,251 | ManagementAndGeneralAmt |
| Fundraising | $109,082 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965 | TotalAmt |
| Program Services | $965 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,714 | TotalAmt |
| Program Services | $248,703 | ProgramServicesAmt |
| Management And General | $21,338 | ManagementAndGeneralAmt |
| Fundraising | $272,673 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,445 | TotalAmt |
| Program Services | $145,083 | ProgramServicesAmt |
| Management And General | $19,104 | ManagementAndGeneralAmt |
| Fundraising | $41,258 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,927 | TotalAmt |
| Program Services | $138,598 | ProgramServicesAmt |
| Management And General | $2,033 | ManagementAndGeneralAmt |
| Fundraising | $34,296 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,702 | TotalAmt |
| Program Services | $430,339 | ProgramServicesAmt |
| Management And General | $4,061 | ManagementAndGeneralAmt |
| Fundraising | $4,302 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,682 | TotalAmt |
| Management And General | $26,682 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,678 | TotalAmt |
| Program Services | $10,365 | ProgramServicesAmt |
| Management And General | $1,365 | ManagementAndGeneralAmt |
| Fundraising | $2,948 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HONORARIA | $219,520 | $219,520 | ||
| MEALS & SUBSISTENCE | $66,851 | $62,205 | $677 | $3,969 |
| DEVELOPMENT AND PHOTOGR | $16,233 | $8,943 | $4,156 | $3,134 |
| EQUIPMENT RENTAL | $10,884 | $7,687 | $1,011 | $2,186 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,093,063 | TotalAmt |
| Program Services | $3,611,985 | ProgramServicesAmt |
| Management And General | $469,855 | ManagementAndGeneralAmt |
| Fundraising | $1,011,223 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,931,638 | BOYAmt |
| EOY | $2,581,591 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,000 | BOYAmt |
| EOY | $316,883 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,602 | BOYAmt |
| EOY | $73,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,747 | BOYAmt |
| EOY | $26,539 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,974,878 | BOYAmt |
| EOY | $6,328,414 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,037 | BOYAmt |
| EOY | $87,691 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,198,902 | BOYAmt |
| EOY | $9,414,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,246 | BOYAmt |
| EOY | $333,951 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,197 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,443 | BOYAmt |
| EOY | $433,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,463,335 | BOYAmt |
| EOY | $5,924,948 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,892 | BOYAmt |
| EOY | $1,040,800 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,232 | BOYAmt |
| EOY | $2,015,232 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,016,459 | BOYAmt |
| EOY | $8,980,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,198,902 | BOYAmt |
| EOY | $9,414,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $602,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $356,882 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,654 | 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 | $4,603,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,552,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,637,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,231,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,157,186 | CurrentTaxYearAmt |
| Total | $28,181,952 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,603,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,552,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,637,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,231,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,157,186 | CurrentTaxYearAmt |
| Total | $28,181,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,477,838 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,704,114 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,779 | CurrentTaxYearAmt |
| Total | $481,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,663,612 | TotalSupportAmt |
| Public Support CY170 | 0.37340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,360,358 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $244,507 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,604,865 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,233,340 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $127,018 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,360,358 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,118,589 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $114,751 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,233,340 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,924,170 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200,335 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,916 | AdministrativeExpensesAmt |
| End Year Balance | $2,118,589 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,847,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $92,031 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,355 | AdministrativeExpensesAmt |
| End Year Balance | $1,924,170 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.77360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $140,175 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $113,636 | DepreciationAmt |
| Book Value | $26,539 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,539 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,074,481 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $356,882 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,551 | OtherRevenueAmt |
| Revenue Not Reported | $378,433 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,696,048 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,696,048 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,109,960 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,897 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,897 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,093,063 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,093,063 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, SENIOR FELLOWS, PUBLIUS & LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. |
| PART X, LINE 2: | THE INSTITUTE IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INSTITUTE QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL INCOME TAX. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 4,654 DIRECT FUNDRAISING EXPENSES: 16,897 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES: 16,897 |
| PART XI, LINE 2D | REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER CHANGE IN VALUE OF CHARTIABLE TRUSTS |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CLEAR WORD COMMUNICATIONS | ||||||||
| 1302 BRISTOW CENTER DR 51 | BRISTOW | VA | 20136 | DIRECT MAIL | 0 | $387,934 | $60,000 | $327,935 |
| MANIFOLD PRODUCTIONS | ||||||||
| 5508 SURREY ST | CHEVY CHASE | MD | 20815 | FUNDRAISING | 0 | $198,850 | $68,750 | $130,100 |
| EMISSARY RELATIONS | ||||||||
| 3568 FRONT ST SUITE A | SAN DIEGO | CA | 92013 | FUNDRAISING | 0 | $117,965 | $60,000 | $57,765 |
| STACY DAVIS & ASSOCIATES | ||||||||
| 24651 EVEREVE CIRCLE SUITE 1 | LAKE FOREST | CA | 92630 | FUNDRAISING | Yes (1) | $94,000 | $9,400 | $84,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $798,749 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $198,150 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $600,400 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONFERENCE | Event1Nm |
| Gross Receipts Event1 | $28,810 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,640 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,170 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,956 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,881 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,810 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,640 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,170 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $60 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,956 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,881 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,897 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,727 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, 2B, III | FormAndLineReferenceDesc |
| Explanation | CHECKS WERE MADE PAYABLE TO THE CLAREMONT INSTITUTE AND DEPOSITED TO BANK ACCOUNTS CONTROLLED SOLELY BY THE CLAREMONT INSTITUTE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951643992 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $125,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT FOR CONSTITUTIONAL JURISPRUDENCE CLINIC | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| JOHN MARSHALL FELLOWSHIPS | 14 | $21,000 | CASH |
| PUBLIUS FELLOWSHIPS | 14 | $21,000 | CASH |
| INTERNSHIPS | 5 | $6,103 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | "FUNDING TO CHAPMAN UNIVERSITY FOR THE CONSTITUTIONAL JURISPRUDENCE CLINIC IS MONITORED BY THE CLAREMONT INSTITUTE'S SENIOR FELLOW JOHN EASTMAN, WHO CHAIRS THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE. OTHER GRANTS ARE MONITORED BY THE INSTITUTE'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER." "JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR YOUNG ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW." "PUBLIUS FELLOWSHIPS ARE AWARDED TO GRADUATE STUDENTS, RECENT GRADUATES, AND YOUNG PROFESSIONALS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELDS OF PUBLIC SERVICE, SCHOLARSHIP, JOURNALISM, AND RELATED FIELDS. THE PUBLIUS FELLOWS SPEND APPROXIMATELY TWO WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY PUBLIC POLICY. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW." "INTERNSHIPS GIVE STUDENTS THE EDUCATIONAL OPPORTUNITY TO WORK AT THE CLAREMONT INSTITUTE, PARTICIPATE IN ITS PROGRAMS, AND STUDY THE PRINCIPLES OF AMERICA'S FOUNDING. A TOTAL OF $6,103 IN HONORARIA WAS AWARDED TO 5 INTERNS DURING THIS FISCAL YEAR." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL PACK | ||||||||||||||
| DIRECTOR, PRESIDENT | $248,703 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,269 | $0 | $280,972 | $0 | $0 | $0 |
| CHARLES KESLER | ||||||||||||||
| DIRECTOR; EDITOR, CRB | $216,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $216,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | PART I, LINE 1B - WRITTEN REIMBURSEMENT POLICY DURING THE YEAR ENDED JUNE 30, 2017, THE INSTITUTE HAD EMPLOYEES WORKING IN THE DC AREA, IN NEW YORK, AND IN SOUTHERN CALIFORNIA. CLAREMONT INSTITUTE PRESIDENT MICHAEL PACK DIVIDED HIS TIME BETWEEN THE EAST AND WEST COASTS. BECAUSE HIS PRIMARY RESIDENCE IS ON THE EAST COAST, WE PROVIDED TEMPORARY HOUSING FOR HIM IN SOUTHERN CALIFORNIA. |
| PART I, LINE 7 | THE $7,100 PAID TO JOHN MARINI FOR TEACHING AND WRITING, WHICH WAS COMPARABLE TO PAYMENTS MADE TO OUR OTHER TEACHERS AND WRITERS, COMES UNDER THE DEFINITION OF NON-FIXED PAYMENT. |
| PART I, LINE 8 | PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) THE PRESIDENT RECEIVED FIXED PAYMENTS UNDER HIS EMPLOYMENT AGREEMENT WITH THE ORGANIZATION, ENTERED INTO ON MARCH 1, 2015, WHICH WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS PACK | PersonNm |
| Relationship With Org | SON OF THE PRESIDENT | RelationshipWithOrgTxt |
| Cash Grant | $1,500 | CashGrantAmt |
| Type Of Assistance | PUBLIUS FELLOWSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | STANDARD STIPEND | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MICHAEL PACK | |||
| PRESIDENT, DIRECTOR | $68,750 | INDEPENDENT CONTRACTOR | 0 |
| MICHAEL PACK | |||
| PRESIDENT, DIRECTOR | $50,000 | FEE PAID TO CLAREMONT INSTITUTE | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: MICHAEL PACK(B) RELATIONSHIP: PRESIDENT DURING THIS TAX YEAR, DIRECTOR UNTIL 6/1/17(C) AMOUNT OF TRANSACTION: $68,750(D) DESCRIPTION OF TRANSACTION: MICHAEL PACK OWNS MANIFOLD PRODUCTIONS, WHICH HAD A SEPARATE FUNDRAISING CONTRACT WITH THE CLAREMONT INSTITUTE.(A) NAME OF PERSON: MICHAEL PACK(B) RELATIONSHIP: PRESIDENT DURING THIS TAX YEAR, DIRECTOR UNTIL 6/1/17(C) AMOUNT OF TRANSACTION: $50,000(D) DESCRIPTION OF TRANSACTION: MICHAEL PACK OWNS MANIFOLD PRODUCTIONS, WHICH PAID A FEE TO CLAREMONT INSTITUTE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,715,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS. WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED, IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY WAS MONITORED AND ENFORCED WITH AN ONGOING REVIEW OF VENDOR CONTRACTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG OR UPON REQUEST AND FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANT FEES: PROGRAM SERVICE EXPENSES 391,030. MANAGEMENT AND GENERAL EXPENSES 4,061. FUNDRAISING EXPENSES 74,766. TOTAL EXPENSES 469,857. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 205,790. MANAGEMENT AND GENERAL EXPENSES 40,283. FUNDRAISING EXPENSES 15,080. TOTAL EXPENSES 261,153. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 67,644. MANAGEMENT AND GENERAL EXPENSES 8,907. FUNDRAISING EXPENSES 19,236. TOTAL EXPENSES 95,787. |
| FORM 990, PART XI, LINE 9: | SPLIT INTEREST AGREEMENT CHANGE IN VALUE 4,654. |
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