RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-07-31
- IRS object ID
- 201702129349300590
- Schema version
- 2015v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-31T11:25:44-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454095250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD SUITE 490 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770054631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD REAGAN PRESIDENTIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION AND INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 8055222977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE NO 200 | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY ZUK | PersonNm |
| Person Title | CHIEF FIN. OFFICER | PersonTitleTxt |
| Phone | 8055222977 | PhoneNum |
| Signature | 2017-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG M FRYE | PreparerPersonNm |
| PTIN | P00090236 | PTIN |
| Phone | 8184610600 | PhoneNum |
| Preparation | 2017-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN HEUBUSCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DR | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,576,759 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REAGANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $36,350 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,305 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,724,309 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,603,913 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,465,646 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,959,223 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,130,049 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,258,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,548,455 | PYOtherRevenueAmt |
| CY Other Revenue | $3,139,207 | CYOtherRevenueAmt |
| PY Total Revenue | $22,868,459 | PYTotalRevenueAmt |
| CY Total Revenue | $34,960,756 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $686,609 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $692,542 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,904,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,219,218 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $750,019 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $562,201 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,940,477 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,258,771 | PYOtherExpensesAmt |
| CY Other Expenses | $18,078,753 | CYOtherExpensesAmt |
| PY Total Expenses | $20,600,341 | PYTotalExpensesAmt |
| CY Total Expenses | $26,552,714 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,268,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,408,042 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $286,799,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $305,444,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,482,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,579,824 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $278,316,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $296,864,320 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,089,618 | ExpenseAmt |
| Revenue | $537,571 | RevenueAmt |
| Desc | [CENTER OF PUBLIC AFFAIRS]A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCYREAGAN FORUM PARTICIPANTS> TERRY BRADSHAW (FORMER NFL FOOTBALL PLAYER): 10/9/15> ANN ROMNEY (FORMER FIRST LADY OF MASSACHUSETTS): 10/13/15> MARIA SHRIVER (TV PERSONALITY): 10/13/15> CRAIG SHIRLEY (AUTHOR): 10/14/15> NEWT AND CALLISTA GINGRICH (AUTHORS): 10/20/15> FRED BARNES (AUTHOR): 10/26/15> MORTON KONDRACKE (AUTHOR): 10/26/15> GREG GUTFELD (FOX NEWS, CO-HOST OF "THE FIVE"): 11/16/15> KARL ROVE (DEPUTY CHIEF OF STAFF AND SENIOR ADVISOR TO PRESIDENT BUSH): 1/7/16> SIR DERMOT TURING (AUTHOR): 1/12/16> ROBERT GATES (FORMER UNITED STATES SECRETARY OF DEFENSE): 2/1/16> MARLIN FITZWATER (SPEECHWRITER TO PRESIDENT REAGAN): 2/6/16> MICHAEL RAMIREZ (POLITICAL CARTOONIST): 2/17/16> GENERAL DAVID PETRAEUS (FORMER DIRECTOR OF THE CIA): 3/25/16> STEVE FORBES (EDITOR-IN-CHIEF, FORBES MAGAZINE): 4/7/16> J.C. WATTS, JR. (FORMER OKLAHOMA HOUSE OF REPRESENTATIVES): 4/13/16> STEVE CASE (CO-FOUNDER OF AOL): 4/29/16> JAMES ROSEBUSH (AUTHOR): 5/9/16> CHASE UNTEMEYER (AUTHOR): 6/9/16> MICHAEL REAGAN (AUTHOR): 6/11/16> JOE MONTEGNA (ACTOR): 6/16/16> PATTI DAVIS (AUTHOR): 6/18/16> ROB O'NEILL (FOX NEWS CORRESPONDENT): 7/27/16> MIKE PENCE (GOVERNOR OF INDIANA): 9/8/16> LAWRENCE KUDLOW (TV HOST, CNBC): 9/21/16> BRIAN DOMITROVIC (AUTHOR): 9/21/16SPECIAL EVENTS> THE REAGAN NATIONAL DEFENSE FORUM: ON NOVEMBER 7, 2015, THE FOUNDATION'S THIRD ANNUAL REAGAN NATIONAL DEFENSE FORUM BROUGHT TOGETHER LEADERS AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY - INCLUDING MEMBERS OF CONGRESS, CIVILIAN OFFICIALS AND MILITARY LEADERS FROM THE DEFENSE DEPARTMENT AND INDUSTRY - TO ADDRESS THE HEALTH OF OUR NATIONAL DEFENSE AND STIMULATE DISCUSSIONS THAT PROMOTE POLICIES TO STRENGTHEN THE U.S. MILITARY. THE DAY'S THEME WAS "PEACE THROUGH STRENGTH IN A TIME OF TRANSITION AND TURBULENCE." DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED KEYNOTE LUNCHEON REMARKS BY THE HONORABLE ASH CARTER (U.S. SECRETARY OF DEFENSE), CLOSING REMARKS BY THE HONORABLE ROBERT WORK (DEPUTY SECRETARY OF DEFENSE), AND THE PRESENTATION OF THE RONALD REAGAN PEACE THROUGH STRENGTH AWARD TO THE HONORABLE CONDOLEEZZA RICE (FORMER UNITED STATES SECRETARY OF STATE) AND THE HONORABLE ADAM SMITH (CONGRESSMAN).> DEBATE VIEWING PARTY: ON SEPTEMBER 26, 2016, THE REAGAN FOUNDATION, IN PARTNERSHIP WITH KRLA'S THE ANSWER HOSTED A DEBATE VIEWING PARTY BETWEEN CANDIDATES DONALD TRUMP AND HILLARY CLINTON. THE VIEWING PARTY WAS MODERATED BY KRLA RADIO PERSONALITIES BEN SHAPIRO, ALISHA KRAUSS AND JENNIFER HORN.> COMMEMORATING PRESIDENT REAGAN'S HISTORIC STRATEGIC DEFENSE INITIATIVE SPEECH: ON MARCH 23, 2016 THE FOUNDATION HELD AN EVENT IN CONJUNCTION WITH THE MISSILE DEFENSE ADVOCACY ASSOCIATION (MDAA). SPEAKERS INCLUDED ROBERT "BUD" MCFARLANE (FORMER NATIONAL SECURITY ADVISOR UNDER PRESIDENT REAGAN), LTGEN TREY OBERINGM RET. (FORMER DIRECTOR OF THE MISSILE DEFENSE AGENCY) AND LTGEN SAMUEL GREAVES (COMMANDER, SPACE AND MISSILE SYSTEMS CENTER, AIR FORCE SPACE COMMAND, LOS ANGELES AIR FORCE BASE). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,095,508 | ExpenseAmt |
| Grant | $692,542 | GrantAmt |
| Revenue | $3,472,785 | RevenueAmt |
| Desc | [PRESIDENTIAL LEARNING CENTER / EDUCATION PROGRAMS]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA. > AIR FORCE ONE DISCOVERY CENTER: OVER 25,000 5TH THROUGH 12TH GRADE STUDENTS WENT THROUGH THE LIBRARY'S INTERACTIVE AND IMMERSIVE EDUCATIONAL FACILITY KNOWN AS THE AIR FORCE ONE DISCOVERY CENTER. DURING THIS EXPERIENCE, STUDENTS PARTICIPATE IN ROLE-PLAYING EXERCISES BASED UPON THE 1983 UNITED STATES RESCUE MISSION OF AMERICAN STUDENTS IN GRENADA TO LEARN HOW GOVERNMENT WORKS AND HOW DECISIONS ARE MADE. STUDENTS TAKE ON THE ROLES OF IMPORTANT GOVERNMENT FIGURES LIKE THE SECRETARY OF DEFENSE, WHITE HOUSE PRESS CORRESPONDENTS, CHAIRMAN OF THE JOINT CHIEFS OF STAFF, AND EVEN THE PRESIDENT OF THE UNITED STATES WHILE PARTICIPATING IN DIFFERENT MODULES INCLUDING THE WHITE HOUSE PRESS ROOM, THE WHITE HOUSE OVAL OFFICE AND THE U.S.S. RONALD REAGAN COMMAND DECISION CENTER. AT THE END OF THEIR ROLE-PLAYING EXERCISES THE STUDENTS ARE TREATED TO A "RIDE" ON AN ACTUAL AIR FORCE ONE SIMULATOR. > GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GE, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. IN 2016, MORE THAN 13,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TWENTY STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. RECIPIENTS PARTICIPATED IN A SCHOLARS RETREAT AT THE REAGAN LIBRARY AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. > RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: NEARLY 170 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM SCHOOLS ACROSS THE COUNTY COMPRISED THE 2016 CLASS OF RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLAR CANDIDATES. $50,000 IN COLLEGE SCHOLARSHIPS WAS AWARDED TO 13 STUDENTS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. > GREAT COMMUNICATOR DEBATE SERIES: THE RONALD REAGAN GREAT COMMUNICATOR DEBATE SERIES IS DESIGNED TO DEVELOP PROACTIVE, INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS BY CREATING AND HOSTING A NATIONAL SERIES OF HIGH SCHOOL DEBATES. STUDENTS FROM ACROSS THE COUNTRY COMPETED AT SIX REGIONAL QUALIFYING TOURNAMENTS, AND THE FOUNDATION PARTNERED WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION AS WELL AS THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES TO BRING 16 NATIONAL FINALISTS TO THE REAGAN LIBRARY IN SIMI VALLEY. A TOTAL OF $40,000 IN SCHOLARSHIPS WAS AWARDED. > RONALD REAGAN PUBLIC POLICY FELLOWSHIP PROGRAM: IN 2016, THIS FELLOWSHIP, UNDERWRITTEN BY THE DRAINE FAMILY CHARITABLE FOUNDATION INC., SUPPORTED A GRADUATE AT STUDENT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES' LUSKIN SCHOOL OF PUBLIC AFFAIRS IN STUDYING RONALD REAGAN AND THE EFFECTS OF HIS ECONOMIC, SOCIAL, AND INTERNATIONAL POLICIES ON THE STATE OF CALIFORNIA, THE FEDERAL GOVERNMENT, AND THE WORLD. > PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2016, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) CONTINUED TO ENGAGE STUDENTS AND TEACHERS FROM ACROSS THE COUNTRY WITH ITS GOAL OF CULTIVATING INFORMED AND ENGAGED CITIZEN-LEADERS. THE APLC HOSTED MORE THAN 15 PROFESSIONAL DEVELOPMENT OPPORTUNITIES BOTH ONSITE AT THE REAGAN LIBRARY AND THROUGH PRESENTING AND EXHIBITING AT CONFERENCES ACROSS THE COUNTRY. WE DISTRIBUTED THOUSANDS OF COPIES OF OUR FREE CURRICULUM BOTH ONLINE AND IN-PERSON. FOR STUDENTS, THE APLC HOSTED A MEDAL OF HONOR FORUM, THE SIMI VALLEY YOUTH TOWN HALL, THE SIMI VALLEY YOUTH SUMMIT, A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD, AND A YOUNG WOMEN'S LEADERSHIP SUMMIT. IN ADDITION, THE APLC WORKED WITH SCHOOLS FROM ALL 50 STATES TO AWARD MORE THAN 1,300 STUDENT LEADERSHIP AWARDS. IN TOTAL, THE APLC WORKED WITH MORE THAN 3,800 STUDENTS AND 2,000 EDUCATORS BOTH ONSITE AND THROUGH OUTREACH PROGRAMS.> EDUCATOR NIGHT AND TEACHER WORKSHOPS: MULTIPLE TEACHER "OPEN HOUSES AND CURRICULUM WORKSHOPS WERE OFFERED TO TEACHERS FROM AROUND THE COUNTRY TO SHOWCASE THE CIVIC LEARNING FOCUSED EDUCATIONAL OFFERINGS OF THE REAGAN FOUNDATION.> SUMMER LEADERSHIP PROGRAM: THIS PAST SUMMER, 175 HIGH SCHOOL STUDENTS FROM ACROSS THE COUNTRY LEARNED HOW EFFECTIVE COMMUNICATION, OPTIMISM, AND INFORMED DECISION MAKING ARE ESSENTIAL TO LEADERSHIP. THEY SPENT FIVE DAYS AT THE LIBRARY WORKING WITH EDUCATORS, COMMUNITY MENTORS, AND IN SOME CASES THEIR SCHOOL ADMINISTRATION TO CREATE THEIR OWN PERSONAL LEADERSHIP ACTION PLAN. STUDENTS GRADUATE FROM THE PROGRAM PREPARED TO MAKE A DIFFERENCE. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS A NEW OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED INTO AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, LEADERSHIP AND THE PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. LAUNCHED IN THE SUMMER OF 2016, THE LTAP PROGRAM HAS SERVED 66 STUDENTS IN ITS INAUGURAL YEAR, AND THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE HAS AWARDED $233,735 IN SCHOLARSHIP FUNDING TO MAKE THIS OPPORTUNITY POSSIBLE FOR STUDENTS.> THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE AWARDED A TOTAL OF $692,542 IN VARIOUS SCHOLARSHIPS AND ASSISTANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,284,192 | ExpenseAmt |
| Revenue | $4,044,433 | RevenueAmt |
| Desc | [THE MUSEUM]WHEREAS THE REAGAN MUSEUM IS UTILIZED TO TELL THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY, THE LIBRARY'S TEMPORARY GALLERY SPACE IS USED TO BRING IN HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS AS A WAY TO PROVIDE THE LOCAL COMMUNITIES WITH A WORLD-CLASS FAMILY DESTINATION.TEMPORARY EXHIBITS> FOOTBALL! THE EXHIBITION (JUNE 6, 2015 - JANUARY 17, 2016): FOOTBALL WAS A 5,000 SQUARE FOOT EXHIBITION FEATURING OVER 600 ARTIFACTS, INCLUDING SOME OF THE RAREST, HISTORIC AND ICONIC FOOTBALL MEMORABILIA IN THE COUNTRY. THE EXHIBIT DISPLAYED REMARKABLE ARTIFACTS FROM THE LEGENDS OF THE GAME, AS WELL AS SECTIONS ON THE LA RAMS, USC AND USCLA, AND SCORES OF OTHER HISTORICALLY IMPORTANT PLAYERS AND ORGANIZATIONS. > CHRISTMAS AROUND THE WORLD (NOVEMBER 14, 2015 - JANUARY 3, 2016): CHRISTMAS AROUND THE WORLD RETURNED AFTER A SIX-YEAR HIATUS. THE EXHIBIT INCLUDED 26 EXQUISITELY DECORATED TREES REPRESENTING THE 26 COUNTRIES THAT PRESIDENT REAGAN VISITED WHILE IN OFFICE, AS WELL AS A WHITE HOUSE TREE. DECORATIONS ENCOMPASSED THE BRIGHT AND FESTIVE COLORS OF THE CARIBBEAN, THE CRYSTALS OF THE NORDIC COUNTRIES AND THE TRADITIONAL DECORATIONS OF ENGLAND AND EUROPE. THE FEATURED TREE WAS AN ELEGANT REPRODUCTION OF PRESIDENT AND MRS. REAGAN'S WHITE HOUSE TREE COMPLETE WITH "REAGAN RED" DECORATIONS AND DOZENS OF HAND-BLOWN GLASS ORNAMENTS.COMMUNITY EVENTS> PRESIDENTS' DAY, JULY 4TH AND, VETERAN'S DAY: THE LIBRARY CONTINUED ITS TRADITION OF HOSTING THE LOCAL COMMUNITY TO THREE DAYS OF MUSIC, PRESIDENTIAL LOOK-ALIKES, CHILDREN'S ACTIVITIES AND GREAT FOOD. THESE ANNUAL OUTREACH EVENTS HAVE BECOME A STAPLE FOR THE COMMUNITY. > RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON HIS BEHALF ON EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. MARLIN FITZWATER, SPEECHWRITER TO PRESIDENT REAGAN, WAS THE PROGRAM'S KEYNOTE SPEAKER. THE YEAR AHEAD: FY 2017FY2017 REAGAN FORUMS > DICK MORRIS (AUTHOR); 10/6/16> ANN COULTER (RADIO HOST); 10/11/16> NEWT AND CALLISTA GINGRICH (AUTHORS); 10/18/16> MIKE LOVE (SINGER, THE BEACH BOYS); 10/23/16> DANA PERINO (FOX NEWS, CO-HOST OF "THE FIVE"): 11/15/16> MICHAEL MEDVED (RADIO HOST); 11/17/16> SAM DONALDSON (NEWS ANCHOR); 2/6/17> SCOTT MCEWEN (AUTHOR); 2/9/17> BRET BAIER (FOX NEWS, HOST, BRET BAIER SPECIAL REPORT): 2/13/17> GEORGE W. BUSH (FORMER PRESIDENT OF THE UNITED STATES): 3/1/17> GARY LINFOOT (U.S. ARMY, RETIRED); 3/2/17> RICH LITTLE (COMEDIAN); 3/6/17> PEGGY GRANDE (AUTHOR); 3/11/17> JOHN HEUBUSCH (AUTHOR); 3/14/17> CRAIG SHIRLEY (AUTHOR); 3/28/17> DAVID HOROWITZ (AUTHOR); 4/5/17> CONDOLEEZZA RICE (FORMER SECRETARY OF STATE); 5/18/17> JOHN AVLON (AUTHOR); 7/11/17> DON BROWN (AUTHOR); 8/1/17> JERRY YELLIN (AUTHOR); 8/1/17> PAUL KENGOR (AUTHOR); 8/8/17FY2017 SPECIAL PROGRAMS> THE REAGAN NATIONAL DEFENSE FORUM: 12/2/16 - 12/3/16> A NATION ENGAGED: POWER AND THE PRESIDENCY: 4/20/17> THE 1ST 100 DAYS FORUM: 4/26/17 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,469,318 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 123 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | 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 | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARY L GARMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055774107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930650600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $515,385 | $0 | $51,605 | ||
| FREDERICK J RYAN JR | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE G BUSCH | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F W ROGERS | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK J CARUSO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P CASTINE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LODWRICK M COOK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE FORBES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADFORD M FREEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDOLPH W GIULIANI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M HIGDON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY R IMMELT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN MCLAUGHLIN KOROLOGOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW J LITTLEFAIR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| K RUPERT MURDOCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY NOONAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE B OLSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD L PARSKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM PATTISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| A JERROLD PERENCHIO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| T BOONE PICKENS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE SHULTZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN C SUTTON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H TUTTLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN BAKER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $232,192 | $0 | $48,308 | |||
| JOANNE M DRAKE | ||||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | Yes (X) | $204,808 | $0 | $46,197 | |||
| JERRY ZUK | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| HAYDEN SHAW III | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $305,193 | $0 | $35,853 | Yes (X) | |||
| CARY GARMAN | ||||||||
| SENIOR CONTROLLER | 40.00 | $158,600 | $0 | $33,210 | Yes (X) | |||
| MELISSA GILLER | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $152,312 | $0 | $39,668 | Yes (X) | |||
| MARK FITZPATRICK | ||||||||
| CHIEF TECHNOLOGY OPERATIONS | 40.00 | $160,000 | $0 | $31,235 | Yes (X) | |||
| WENDY WITHERS | ||||||||
| DIR. OF FOUNDATION & CORPO | 40.00 | $115,402 | $0 | $28,556 | Yes (X) | |||
| KATHLEEN A SWIFT | ||||||||
| DIR. OF RETAIL & BUS. DEVE | 40.00 | $150,423 | $0 | $24,163 | Yes (X) | |||
| ANTHONY D PENNAY | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $144,423 | $0 | $15,434 | Yes (X) | |||
| ROMEO LEGASPI | ||||||||
| CREATIVE SERVICES MANAGER | 40.00 | $100,346 | $0 | $25,190 | Yes (X) | |||
| ALEXANDRA ERVAN | ||||||||
| ASSOC DIR OF DEV FOR IT SERVICES | 40.00 | $100,038 | $0 | $21,164 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,339,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $400,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| EVERGREEN ART TOURS LLC | |||||
| 7979 BROADWAY SUITE 107 | SAN ANTONIO | TX | 78209 | EXHIBIT SERVICE PROVIDER | $1,140,000 |
| DECOR INTERIOR DESIGN INC | |||||
| 2937 EAST 4TH STREET | LOS ANGELES | CA | 90033 | INTERIOR DESIGN SERVICES | $470,618 |
| ROBBINS KERSTEN DIRECT | |||||
| 855 EAST COLLINS BOULEVARD | RICHARDSON | TX | 750812251 | DIRECT MAIL SERVICES AND CONSULTING | $376,200 |
| INFO 2 EXTREME INC | |||||
| 5777 W CENTURY BLVD 1500 | LOS ANGELES | CA | 90045 | WEBSITE DESIGN AND SUPPORT | $299,958 |
| U CREATIVE INC | |||||
| 72 S MAIN STREET | MIAMISBURY | OH | 45342 | WEBSITE DESIGN AND MAINTENANCE | $260,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,603,913 | AllOtherContributionsAmt |
| Noncash Contributions | $962,301 | NoncashContributionsAmt |
| Total Contributions | $23,603,913 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AIR FORCE ONE ADMISSION | 900099 | $3,472,785 | $3,472,785 |
| VISITOR SERVICES | 900099 | $1,948,867 | $1,948,867 |
| FOUNDATION SPECIAL EVENT FEES | 900099 | $537,571 | $537,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,959,223 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,377,526 | TotalRevenueColumnAmt |
| Exclusion | $2,377,526 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $570,704 | TotalRevenueColumnAmt |
| Exclusion | $570,704 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,386,990 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $950,602 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $436,388 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,388 | TotalRevenueColumnAmt |
| Exclusion | $436,388 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,917,753 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,036,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$119,113 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$119,113 | TotalRevenueColumnAmt |
| Exclusion | -$119,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,760,650 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,628,535 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,132,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,095,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $36,350 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,960,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,054,988 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $36,350 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,265,505 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,542 | TotalAmt |
| Program Services | $692,542 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,096 | TotalAmt |
| Program Services | $779,717 | ProgramServicesAmt |
| Management And General | $167,261 | ManagementAndGeneralAmt |
| Fundraising | $706,118 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,210,041 | TotalAmt |
| Program Services | $2,606,960 | ProgramServicesAmt |
| Management And General | $703,493 | ManagementAndGeneralAmt |
| Fundraising | $899,588 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,326 | TotalAmt |
| Program Services | $208,437 | ProgramServicesAmt |
| Management And General | $101,249 | ManagementAndGeneralAmt |
| Fundraising | $73,640 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,330 | TotalAmt |
| Program Services | $371,374 | ProgramServicesAmt |
| Management And General | $8,573 | ManagementAndGeneralAmt |
| Fundraising | $131,383 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,425 | TotalAmt |
| Program Services | $284,402 | ProgramServicesAmt |
| Management And General | $65,303 | ManagementAndGeneralAmt |
| Fundraising | $111,720 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,669 | TotalAmt |
| Program Services | $29,345 | ProgramServicesAmt |
| Management And General | $206,324 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,471 | TotalAmt |
| Management And General | $89,471 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,201 | TotalAmt |
| Fundraising | $562,201 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,289 | TotalAmt |
| Program Services | $973,040 | ProgramServicesAmt |
| Management And General | $43,783 | ManagementAndGeneralAmt |
| Fundraising | $5,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113,943 | TotalAmt |
| Program Services | $825,395 | ProgramServicesAmt |
| Fundraising | $288,548 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,577 | TotalAmt |
| Program Services | $86,645 | ProgramServicesAmt |
| Management And General | $164,459 | ManagementAndGeneralAmt |
| Fundraising | $23,473 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,777 | TotalAmt |
| Program Services | $764,372 | ProgramServicesAmt |
| Management And General | $18,977 | ManagementAndGeneralAmt |
| Fundraising | $15,428 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,142 | TotalAmt |
| Program Services | $1,729,470 | ProgramServicesAmt |
| Management And General | $149,672 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,979 | TotalAmt |
| Program Services | $189,362 | ProgramServicesAmt |
| Management And General | $48,098 | ManagementAndGeneralAmt |
| Fundraising | $34,519 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,871 | TotalAmt |
| Management And General | $69,871 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865,445 | TotalAmt |
| Program Services | $3,865,445 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,703 | TotalAmt |
| Program Services | $255,703 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES & FILING FEES | $93,506 | $93,506 | ||
| EXHIBITS | $3,508,203 | $3,508,203 | ||
| EVENTS | $1,647,003 | $1,589,508 | $57,495 | |
| MISCELLANEOUS | $639,517 | $210,363 | $429,154 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313,658 | TotalAmt |
| Program Services | $1,280,244 | ProgramServicesAmt |
| Management And General | $2,516 | ManagementAndGeneralAmt |
| Fundraising | $1,030,898 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,552,714 | TotalAmt |
| Program Services | $20,469,318 | ProgramServicesAmt |
| Management And General | $2,142,919 | ManagementAndGeneralAmt |
| Fundraising | $3,940,477 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,938,817 | BOYAmt |
| EOY | $9,305,895 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,496,762 | BOYAmt |
| EOY | $61,734,380 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,292 | BOYAmt |
| EOY | $359,699 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,487 | BOYAmt |
| EOY | $963,090 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,235 | BOYAmt |
| EOY | $856,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,203,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,448,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,188,371 | BOYAmt |
| EOY | $81,755,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,934,555 | BOYAmt |
| EOY | $150,415,952 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,677 | BOYAmt |
| EOY | $53,217 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,799,196 | BOYAmt |
| EOY | $305,444,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,191,239 | BOYAmt |
| EOY | $2,301,123 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,291,280 | BOYAmt |
| EOY | $6,278,701 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,482,519 | BOYAmt |
| EOY | $8,579,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,122,130 | BOYAmt |
| EOY | $150,117,729 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,567,625 | BOYAmt |
| EOY | $80,330,669 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,626,922 | BOYAmt |
| EOY | $66,415,922 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,316,677 | BOYAmt |
| EOY | $296,864,320 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,799,196 | BOYAmt |
| EOY | $305,444,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,408,042 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,139,601 | 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 | $9,834,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,456,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,602,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,724,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,603,913 | CurrentTaxYearAmt |
| Total | $73,221,969 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,834,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,456,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,602,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,724,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,603,913 | CurrentTaxYearAmt |
| Total | $73,221,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,670,957 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,551,012 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,962,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,162,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,391,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,889,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,335,219 | CurrentTaxYearAmt |
| Total | $22,741,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $95,963,321 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,408,184 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60350 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,110,413 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,759,315 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $159,369,728 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,308,398 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,207,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000,000 | OtherExpendituresAmt |
| End Year Balance | $150,110,413 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $148,171,329 | BeginningYearBalanceAmt |
| Contributions | $771,616 | ContributionsAmt |
| Investment Earnings Or Losses | $12,325,453 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $960,000 | OtherExpendituresAmt |
| End Year Balance | $160,308,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,587,811 | BeginningYearBalanceAmt |
| Contributions | $904,137 | ContributionsAmt |
| Investment Earnings Or Losses | $12,617,381 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $938,000 | OtherExpendituresAmt |
| End Year Balance | $148,171,329 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,831,359 | BeginningYearBalanceAmt |
| Contributions | $129,063 | ContributionsAmt |
| Investment Earnings Or Losses | $14,545,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $918,000 | OtherExpendituresAmt |
| End Year Balance | $135,587,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,159,956 | OtherCostOrOtherBasisAmt |
| Book Value | $24,159,956 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,082,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,178,653 | DepreciationAmt |
| Book Value | $46,903,900 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,961,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,270,084 | DepreciationAmt |
| Book Value | $10,691,197 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,755,053 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY SECURITIES | $10,033,687 | F |
| EQUITY MUTUAL FUNDS | $69,573,619 | F |
| TRUST FUNDS HELD BY OTHERS | $3,396,418 | F |
| FIXED INCOME MUTUAL FUNDS | $67,412,228 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $150,415,952 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $47,905,494 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,139,601 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,805,137 | OtherRevenueAmt |
| Revenue Not Reported | $12,944,738 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,960,756 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,960,756 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,357,851 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,805,137 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,805,137 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,552,714 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,552,714 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE LIBRARY, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. IN FEBRUARY 2016 THE FOUNDATION ASSUMED RESPONSIBILITY FOR VISITOR SERVICES AND OPERATES THE ADMISSIONS AREA OF THE MUSEUM. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $179,014 AT SEPTEMBER 30, 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 226,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,628,535. RENTAL EXPENSES NETTED AGAINST REVENUE 950,602. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 226,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,628,535. RENTAL EXPENSES NETTED AGAINST REVENUE 950,602. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | LONDON, ENGLAND | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EXPENDITURES FOR THE MAINTENANCE OF THE STATUE IN LONDON WHICH WAS UNVEILED IN JULY 2011 DURING CENTENNIAL ANNIVERSARY EVENT OVERSEAS, WHERE RONALD REAGAN'S LEGACY OF INSPIRING FREEDOM AND CHANGING THE WORLD WAS CELEBRATED. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $72,904 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $72,904 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $72,904 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBBINS KERSTENDIRECT | ||||||||
| 855 EAST COLLINS BLVD | RICHARDSON | TX | 75081 | DIRECT MAIL CONSULTING | 0 | $1,184,150 | $376,200 | $807,950 |
| MCKEON GROUP | ||||||||
| 675 N WASHINGTON STREET STE 340 | ALEXANDRIA | VA | 22314 | FUNDRAISING CONSULTANT | 0 | $300,000 | $102,805 | $197,195 |
| LISA HARTSOCK | ||||||||
| 739 E BRAEBURN DRIVE | PHOENIX | AZ | 85022 | FUNDRAISING CONSULTANT | 0 | $52,640 | $34,768 | $17,872 |
| PARAGON CHARITABLE SERVICES GROUP INC | ||||||||
| 35 INVERARY | DOVE CANYON | CA | 92679 | FUNDRAISING CONSULTANT | 0 | $0 | $48,428 | -$48,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,536,790 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $562,201 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $974,589 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 129 | RecipientCnt |
| Cash Grant | $692,542 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | ||||||||||||||
| EXECUTIVE DIRECTOR | $415,385 | $0 | $100,000 | $0 | $0 | $0 | $26,500 | $0 | $25,105 | $0 | $566,990 | $0 | $0 | $0 |
| GLENN BAKER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $220,192 | $0 | $12,000 | $0 | $0 | $0 | $23,219 | $0 | $25,089 | $0 | $280,500 | $0 | $0 | $0 |
| JOANNE M DRAKE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFIC | $194,808 | $0 | $10,000 | $0 | $0 | $0 | $20,481 | $0 | $25,716 | $0 | $251,005 | $0 | $0 | $0 |
| HAYDEN SHAW III | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $275,193 | $0 | $30,000 | $0 | $0 | $0 | $26,500 | $0 | $9,353 | $0 | $341,046 | $0 | $0 | $0 |
| CARY GARMAN | ||||||||||||||
| SENIOR CONTROLLER | $152,600 | $0 | $6,000 | $0 | $0 | $0 | $15,860 | $0 | $17,350 | $0 | $191,810 | $0 | $0 | $0 |
| MELISSA GILLER | ||||||||||||||
| CHIEF MARKETING OFFICER | $143,312 | $0 | $9,000 | $0 | $0 | $0 | $15,231 | $0 | $24,437 | $0 | $191,980 | $0 | $0 | $0 |
| MARK FITZPATRICK | ||||||||||||||
| CHIEF TECHNOLOGY OPERATIONS | $154,000 | $0 | $6,000 | $0 | $0 | $0 | $16,000 | $0 | $15,235 | $0 | $191,235 | $0 | $0 | $0 |
| KATHLEEN A SWIFT | ||||||||||||||
| DIR. OF RETAIL & BUS. DEVE | $145,423 | $0 | $5,000 | $0 | $0 | $0 | $15,042 | $0 | $9,121 | $0 | $174,586 | $0 | $0 | $0 |
| ANTHONY D PENNAY | ||||||||||||||
| CHIEF LEARNING OFFICER | $137,423 | $0 | $7,000 | $0 | $0 | $0 | $14,442 | $0 | $992 | $0 | $159,857 | $0 | $0 | $0 |
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 | $962,301 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | IN 2016, THE ORGANIZATION'S BOARD OF TRUSTEES APPROVED THE EXPANSION OF THIS MISSION TO INCLUDE PROJECTS AND PROGRAMS UNDER THE AUSPICES OF THE REAGAN INSTITUTE. THIS NEW ENTITY WILL MOVE BEYOND THE IMPORTANT MISSION OF PRESERVING THE MEMORY OF OUR 40TH PRESIDENT. THAT MEMORY IS CAPTURED WONDERFULLY AT THE WORLD CLASS MUSEUM LOCATED AT THE REAGAN PRESIDENTIAL LIBRARY, THE LARGEST AND MOST VISITED LIBRARY OF ITS KIND IN THE UNITED STATES. THE REAGAN INSTITUTE WILL PROACTIVELY PROMOTE PRESIDENT REAGAN'S IDEALS AND VISION, AS WELL AS SHARE HIS LEADERSHIP ACCOMPLISHMENTS THAT BROUGHT A COUNTRY TOGETHER AND INSTILLED ENTHUSIASM AND CONFIDENCE AMONG THE AMERICAN PEOPLE. ADDITIONALLY, FOR THE BENEFIT OF GENERATIONS TO COME, THE REAGAN INSTITUTE WILL BE A CENTER FOR YOUTH EDUCATION AND ACADEMIC ALLIANCES, SCHOLARLY WORK, AND SUBSTANTIVE, ISSUE-DRIVEN FORUMS. FUNDED SOLELY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED OF THE AMERICAN PRESIDENTS OF THE 20TH CENTURY. OVER 431,778 VISITORS CAME UP TO THE LIBRARY'S HILLTOP LAST YEAR, OF WHICH OVER 40,427 WERE SCHOOL CHILDREN. |
| FORM 990, PART VI, SECTION A, LINE 2 | IN AN ANNUAL QUESTIONNAIRE FOR TRUSTEES AND KEY STAFF, SEVERAL RESPONDENTS SELF-IDENTIFIED RELATIONSHIPS OF A BUSINESS NATURE WITH OTHER RESPONDENTS. EXAMPLE OF SUCH RELATIONSHIPS WERE SERVING TOGETHER ON OTHER BOARDS AND USING THE SERVICES OF ANOTHER'S LAW FIRM. ALL RESPONSES WERE REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR CONFLICTS THAT WOULD AFFECT THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE TO A 6 YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | > FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 |