CATO INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2017-01-09
- IRS object ID
- 201720099349300967
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-09T10:24:40-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237432162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATO INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VALERIE USHER | InCareOfNm |
| Business Name Control | CATO | BusinessNameControlTxt |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HEIMERMAN | PersonNm |
| Person Title | VP/CAO | PersonTitleTxt |
| Phone | 2028420200 | PhoneNum |
| Signature | 2017-01-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
| 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 | PETER GOETTLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,451,260 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 263 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $34,969,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,698,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $775,021 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $704,032 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93,318 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,369 | CYInvestmentIncomeAmt |
| PY Other Revenue | $232,461 | PYOtherRevenueAmt |
| CY Other Revenue | $192,434 | CYOtherRevenueAmt |
| PY Total Revenue | $36,069,847 | PYTotalRevenueAmt |
| CY Total Revenue | $27,869,293 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $773,968 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $874,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,045,093 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,347,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,299,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,427,096 | PYOtherExpensesAmt |
| CY Other Expenses | $11,940,392 | CYOtherExpensesAmt |
| PY Total Expenses | $28,246,157 | PYTotalExpensesAmt |
| CY Total Expenses | $29,162,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,823,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,292,821 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,934,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,182,786 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,664,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,208,095 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,269,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,974,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,656,594 | ExpenseAmt |
| Grant | $157,734 | GrantAmt |
| Revenue | $300 | RevenueAmt |
| Desc | CENTER FOR GLOBAL LIBERTY AND PROSPERITY: THE CENTER FOR GLOBAL LIBERTY AND PROSPERITY WAS ESTABLISHED TO PROMOTE A BETTER UNDERSTANDING AROUND THE WORLD OF HOW FREE MARKETS CAN COMBAT SOME OF THE MOST PRESSING PROBLEMS FACED BY DEVELOPING NATIONS. IN PARTICULAR, THE CENTER SEEKS TO ADVANCE POLICIES THAT PROTECT HUMAN RIGHTS, EXTEND THE RANGE OF PERSONAL CHOICE, AND SUPPORT THE CENTRAL ROLE OF ECONOMIC FREEDOM IN ENDING WORLD POVERTY. IN 2015 THEY COLLABORATED WITH THE FRASER INSTITUTE TO PRODUCE THE HUMAN FREEDOM INDEX, THE FIRST-EVER INDEX TO MEASURE FREEDOM AROUND THE GLOBE THAT IS BOTH COMPREHENSIVE AND CONSISTENT WITH A CLASSICAL LIBERAL PERSPECTIVE. HUMANPROGRESS.ORG, ANOTHER PROJECT OF THE CENTER, PROVIDES AN INTERACTIVE RESOURCE FOR RELIABLE DATA ON HOW THE WORLD IS GETTING BETTER, THANKS TO INCREASING PERSONAL AND ECONOMIC LIBERTY. IT IS AN INVALUABLE SOURCE FOR JOURNALISTS, ACADEMICS, CONGRESSIONAL STAFF, AND RESEARCHERS - THE SITE SAW AN INCREASE IN MONTHLY WEB TRAFFIC VISITS OF OVER 1,000 PERCENT IN THE PAST YEAR, WHILE THE SITE'S TWITTER FOLLOWING GREW ROUGHLY 5-FOLD, TO 8.3 THOUSAND FOLLOWERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,327,756 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $21,865 | RevenueAmt |
| Desc | CENTER FOR MONETARY AND FINANCIAL ALTERNATIVES (CMFA): CATOS CMFA SEEKS TO RESTORE THE LOST UNDERSTANDING OF THE FREE MARKETS CAPACITY TO ACHIEVE LASTING FINANCIAL STABILITY AND, BY SO DOING, TO REPEL THE FORCES PRESENTLY FAVORING INCREASED GOVERNMENT CENTRALIZATION AND NATIONALIZATION OF MONEY AND FINANCIAL MARKETS. AFTER JUST ONE FULL YEAR OF OPERATION, CMFA BOASTS AN ARRAY OF HIGHLY RESPECTED SCHOLARS, INCLUDING DIRECTOR GEORGE SELGIN, ONE OF THE FOREMOST AUTHORITIES ON BANKING HISTORY AND MONETARY THEORY, AS WELL AS AN ACADEMIC ADVISORY COUNCIL THAT INCLUDES MANY OF THE WORLDS LEADING MONETARY ECONOMISTS. THE SCHOLARS PRODUCE RIGOROUS RESEARCH ON EVERYTHING FROM THE GOLD STANDARD TO CRYPTOCURRENCIES TO BANK REGULATION, AND REGULARLY DRAW CROWDS OF HUNDREDS OF DISTINGUISHED EXPERTS, HILL STAFFERS, JOURNALISTS, FINANCIAL INDUSTRY MEMBERS, AND MEMBERS OF THE PUBLIC TO THEIR EVENTS. THE INSTITUTES 33RD ANNUAL MONETARY CONFERENCE, FOR EXAMPLE, DREW OVER 200 ATTENDEES AND FEATURED PROMINENT SPEAKERS SUCH AS STANFORD ECONOMIST JOHN B. TAYLOR, ST. LOUIS FEDERAL RESERVE BANK PRESIDENT JAMES BULLARD, RICHMOND FEDERAL RESERVE BANK PRESIDENT JEFFREY LACKER, AND CLAUDIO BORIO OF THE BANK FOR INTERNATIONAL SETTLEMENTS, WHOM THE ECONOMIST HAS CALLED "ONE OF THE WORLD'S MOST PROVOCATIVE AND INTERESTING MONETARY ECONOMISTS." | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,129,614 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,800 | RevenueAmt |
| Desc | CENTER FOR CONSTITUTIONAL STUDIES: CATOS CENTER FOR CONSTITUTIONAL STUDIES AND ITS SCHOLARS AIM TO SECURE LIBERTY THROUGH CONSTITUTIONALLY LIMITED GOVERNMENT. THE CENTERS SCHOLARS ADDRESS A WIDE RANGE OF CONSTITUTIONAL AND LEGAL ISSUES, ESPECIALLY BY ENCOURAGING THE JUDICIARY TO NEITHER MAKE NOR IGNORE THE LAW BUT RATHER TO INTERPRET AND APPLY IT THROUGH THE NATURAL RIGHTS TRADITION INHERITED FROM THE FOUNDERS. CATO REMAINS ONE OF THE BIGGEST AND MOST EFFECTIVE FILERS OF AMICUS CURIAE BRIEFS IN THE SUPREME COURT - IN THE 2014-2015 TERM, IT SAW IMPORTANT VICTORIES IN MULTIPLE CASES IN WHICH IT FILED AMICUS BRIEFS, INCLUDING SUCH HIGH-STAKES CASES AS MICHIGAN V. EPA; HORNE V. DEPARTMENT OF AGRICULTURE; AND, OF COURSE, THE VICTORY FOR MARRIAGE RIGHTS IN OBERGEFELL V. HODGES. CATO WAS THE ONLY ORGANIZATION IN THE COUNTRY TO SUPPORT THE CHALLENGES BOTH TO STATE MARRIAGE LAWS IN OBERGEFELL V. HODGES AND THE IRS RULE ON THE AFFORDABLE CARE ACT IN KING V. BURWELL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,253,743 | $70,000 | $0 | DEFENSE AND FOREIGN POLICY STUDIES |
| $989,897 | $0 | $0 | HERBERT A. STIEFEL CENTER FOR TRADE POLICY STUDIES |
| $15,234,720 | $646,750 | $675,067 | OTHER CATO PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,478,360 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $716,750 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $675,067 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,592,324 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 207 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 263 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | AR | 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 | DC | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE USHER | PersonNm |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD J DENNIS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C MALONE | |||||||||
| DIRECTOR (resigned 4/15) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS E RANDALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD S RICH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY S YASS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED YOUNG | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ETHELMAE C HUMPHREYS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H KOCH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G SMITH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A LEVY | |||||||||
| CHAIRMAN | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| K TUCKER ANDERSEN | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY PFOTENHAUER | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PRESTON MARSHALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A ALLISON | |||||||||
| PRESIDENT THRU 3/15; DIRECTOR | 40.0 | 0.0 | Yes (X) | $143,827 | $0 | $92 | Yes (X) | ||
| NESTOR WEIGAND JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARON BOND | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M KILTS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M LAPEYRE JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARL BARNEY | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GELFOND | |||||||||
| DIRECTOR (beginning 9/15) | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER GOETTLER | |||||||||
| President (beginning 4/15) | 40.0 | 0.0 | Yes (X) | $370,238 | $0 | $962 | Yes (X) | ||
| DAVID BOAZ | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $279,501 | $0 | $23,485 | Yes (X) | |||
| Elizabeth Santos | |||||||||
| Secretary (beginning 9/15) | 40.0 | 0.0 | $78,175 | $0 | $3,155 | Yes (X) | |||
| GAYLLIS WARD | |||||||||
| SECRETARY (Through 9/15) | 40.0 | 0.0 | $119,267 | $0 | $4,685 | Yes (X) | |||
| JON HEIMERMAN | |||||||||
| VP/Chief Admin. Officer | 40.0 | 0.0 | $205,246 | $0 | $28,130 | Yes (X) | |||
| WILLIAM B LINDSEY | |||||||||
| VICE PRESIDENT FOR RESEARCH | 40.0 | 0.0 | $206,876 | $0 | $18,887 | Yes (X) | |||
| ROGER PILON | |||||||||
| VICE PRESIDENT LEGAL AFFAIRS | 40.0 | 0.0 | $184,044 | $0 | $32,875 | Yes (X) | |||
| PATRICK MICHAELS | |||||||||
| DIR., CTR FOR THE STDY OF SCI. | 40.0 | 0.0 | $182,288 | $0 | $19,257 | Yes (X) | |||
| David Kirby | |||||||||
| Vice President for Development | 40.0 | 0.0 | $217,139 | $0 | $36,511 | Yes (X) | |||
| George Selgin | |||||||||
| DIR., CTR FOR Fin. Alternative | 40.0 | 0.0 | $213,150 | $0 | $6,789 | Yes (X) | |||
| EDWARD H CRANE | |||||||||
| FORMER PRESIDENT | 40.0 | 0.0 | $475,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,674,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $174,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RST MARKETING | |||||
| 1272 CORPORATE PARK DRIVE | FOREST | VA | 24551 | PRINTING AND MAILING | $447,353 |
| NETWORK ALLIANCE INC | |||||
| 12001 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | OUTSOURCED IT | $525,437 |
| LEVEL 3 COMMUNICATIONS LLC | |||||
| PO BOX 910182 | DENVER | CO | 80291 | INTERNET AND HOSTING | $265,934 |
| CENVEOPUB | |||||
| PO BOX 822934 | PHILADELPHIA | PA | 19182 | PRINTING AND MAILING | $346,144 |
| PBD WORLDWIDE FULFILLMENT | |||||
| PO BOX 930108 | ATLANTA | GA | 31193 | FULFILLMENT SERVICES | $256,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $26,698,458 | AllOtherContributionsAmt |
| Noncash Contributions | $1,700,053 | NoncashContributionsAmt |
| Total Contributions | $26,698,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $704,032 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $704,032 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $704,032 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,607 | TotalRevenueColumnAmt |
| Exclusion | $266,607 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,865 | TotalRevenueColumnAmt |
| Exclusion | $44,865 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,336,833 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,329,071 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,762 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,762 | TotalRevenueColumnAmt |
| Exclusion | $7,762 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $324,925 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $252,896 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,029 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPLIT INTEREST INCOME | 900099 | $63,403 | $63,403 |
| OTHER INCOME | 900099 | $12,137 | $12,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,540 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,869,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $776,061 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $394,774 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,000 | TotalAmt |
| Program Services | $295,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,100 | TotalAmt |
| Program Services | $309,100 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,384 | TotalAmt |
| Program Services | $270,384 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,590 | TotalAmt |
| Program Services | $432,317 | ProgramServicesAmt |
| Management And General | $381,505 | ManagementAndGeneralAmt |
| Fundraising | $378,768 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,392,616 | TotalAmt |
| Program Services | $10,491,053 | ProgramServicesAmt |
| Management And General | $564,799 | ManagementAndGeneralAmt |
| Fundraising | $1,336,764 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,524 | TotalAmt |
| Program Services | $515,675 | ProgramServicesAmt |
| Management And General | $47,789 | ManagementAndGeneralAmt |
| Fundraising | $58,060 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,940 | TotalAmt |
| Program Services | $1,000,309 | ProgramServicesAmt |
| Management And General | $112,108 | ManagementAndGeneralAmt |
| Fundraising | $110,523 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,568 | TotalAmt |
| Program Services | $748,895 | ProgramServicesAmt |
| Management And General | $60,675 | ManagementAndGeneralAmt |
| Fundraising | $107,998 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,549 | TotalAmt |
| Program Services | $26,697 | ProgramServicesAmt |
| Management And General | $80,852 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,350 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $49,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,316 | TotalAmt |
| Program Services | $230 | ProgramServicesAmt |
| Management And General | $113,053 | ManagementAndGeneralAmt |
| Fundraising | $33 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,417,469 | TotalAmt |
| Program Services | $917,255 | ProgramServicesAmt |
| Management And General | $64,461 | ManagementAndGeneralAmt |
| Fundraising | $435,753 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,659 | TotalAmt |
| Program Services | $254,534 | ProgramServicesAmt |
| Management And General | $337 | ManagementAndGeneralAmt |
| Fundraising | $1,788 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,032,607 | TotalAmt |
| Program Services | $2,095,439 | ProgramServicesAmt |
| Management And General | $205,558 | ManagementAndGeneralAmt |
| Fundraising | $731,610 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,760 | TotalAmt |
| Program Services | $502,668 | ProgramServicesAmt |
| Management And General | $51,714 | ManagementAndGeneralAmt |
| Fundraising | $135,378 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,307 | TotalAmt |
| Program Services | $644,735 | ProgramServicesAmt |
| Management And General | $66,850 | ManagementAndGeneralAmt |
| Fundraising | $172,722 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,009 | TotalAmt |
| Program Services | $525,967 | ProgramServicesAmt |
| Management And General | $5,494 | ManagementAndGeneralAmt |
| Fundraising | $525,548 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,314 | TotalAmt |
| Program Services | $409,971 | ProgramServicesAmt |
| Management And General | $30,248 | ManagementAndGeneralAmt |
| Fundraising | $670,095 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,314 | TotalAmt |
| Program Services | $1,137,727 | ProgramServicesAmt |
| Management And General | $118,158 | ManagementAndGeneralAmt |
| Fundraising | $307,429 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,372 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $183,297 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAILING LIST EXPENSE | $161,677 | $138,743 | $0 | $22,934 |
| HONORARIUM | $411,023 | $328,523 | $0 | $82,500 |
| DUES AND SUBSCRIPTIONS | $426,052 | $312,451 | $26,137 | $87,464 |
| OTHER EXPENSES | $465,640 | $234,576 | $96,956 | $134,108 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,162,114 | TotalAmt |
| Program Services | $21,592,324 | ProgramServicesAmt |
| Management And General | $2,270,315 | ManagementAndGeneralAmt |
| Fundraising | $5,299,475 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,570 | TotalAmt |
| Program Services | $627,541 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $159,029 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,048,544 | BOYAmt |
| EOY | $9,316,729 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,016,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,213 | BOYAmt |
| EOY | $4,124,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,707,172 | BOYAmt |
| EOY | $606,084 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,562 | BOYAmt |
| EOY | $213,818 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,846 | BOYAmt |
| EOY | $282,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,201,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,513,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,993,246 | BOYAmt |
| EOY | $35,687,668 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,489,241 | BOYAmt |
| EOY | $15,905,527 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,504 | BOYAmt |
| EOY | $29,471 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,934,328 | BOYAmt |
| EOY | $71,182,786 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,897,885 | BOYAmt |
| EOY | $1,599,940 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,223 | BOYAmt |
| EOY | $61,167 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,251 | BOYAmt |
| EOY | $421,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664,359 | BOYAmt |
| EOY | $2,208,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,708,736 | BOYAmt |
| EOY | $58,184,230 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,551,136 | BOYAmt |
| EOY | $7,780,364 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,097 | BOYAmt |
| EOY | $3,010,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,269,969 | BOYAmt |
| EOY | $68,974,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,934,328 | BOYAmt |
| EOY | $71,182,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,292,821 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,317 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,774 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $31,736,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,782,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,386,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,969,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,698,458 | CurrentTaxYearAmt |
| Total | $141,572,487 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,736,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,782,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,386,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,969,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,698,458 | CurrentTaxYearAmt |
| Total | $141,572,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,153,709 | SubstantialContributorsTotAmt |
| Public Support Total170 | $125,418,778 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,472 | CurrentTaxYearAmt |
| Total | $1,128,109 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $354,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,540 | CurrentTaxYearAmt |
| Total | $442,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,143,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,222,240 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87618 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86219 | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,015,918 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $67,611 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $62,619 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,020,910 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $77,101 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,280 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,015,918 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $51,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,086 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $80,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,912 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $61,866 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,866 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,010,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99640 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00360 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,656,037 | OtherCostOrOtherBasisAmt |
| Book Value | $9,656,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,071,253 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,055,502 | DepreciationAmt |
| Book Value | $24,015,751 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,473,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,457,975 | DepreciationAmt |
| Book Value | $2,015,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,687,668 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $304,428 |
| CHARITABLE GIFT ANNUITY | $117,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $421,988 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,845,554 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,317 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $718,048 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $723,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,122,189 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$252,896 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$252,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,869,293 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,140,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $718,048 | DonatedServicesUseFcltsAmt |
| Losses Reported | $7,774 | LossesReportedAmt |
| Other Expenses Included | $252,896 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $978,718 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,162,114 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $29,162,114 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, Line 4 | INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: TO SUPPORT THE OPERATIONAL COSTS OF CATO'S CONSTITUTIONAL STUDIES and student PROGRAMs THROUGH THE ANNUAL EARNINGS OF THE ENDOWMENT NET ASSETS. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 FINANCIAL STATEMENT DISCLOSURE: Cato has been granted tax-exempt status as a public charity within the meaning of Section 501(c)(3) of the Internal Revenue Code ("IRC"). Although the organization is generally exempt from income tax, Cato is subject to unrelated business income taxes under Section 512 of the IRC, as well as subject to excise tax on excess lobbying expenses. There was no unrelated business income or excess lobbying expenses for the years ended March 31, 2016 and 2015; therefore, no provision for income tax has been recorded in the financial statements. Cato believes it has appropriate support for any tax position taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Cato recognizes interest expense and penalties related to income taxes on uncertain tax positions in management and general expenses on the statements of activities and change in net assets and accounts payable and accrued expenses in the statements of financial position. No interest expense and penalties related to income taxes on uncertain tax positions were recognized for the years ended March 31, 2016 and 2015. Tax years prior to 2012 are no longer subject to examination by the Internal Revenue Service or the tax jurisdictions of Kansas and the District of Columbia. |
| SCHEDULE D, PART XI, LINE 4B | Other Revenue Included on Return Not on Books: COST OF GOODS SOLD: (252,896) |
| SCHEDULE D, PART XII, LINE 2D | OTHER EXPENSES INCLUDED ON BOOKS NOT ON FORM 990: COST OF GOODS SOLD: 252,896 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 2 | Grantmaking | $130,000 | |
| South America | 2 | Program Services | $3,419 | Conferences | |
| South America | 2 | Grantmaking | $35,384 | ||
| Russia and the Newly Independent States | Grantmaking | $105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $273,803 | SubtotalSpentAmt |
| Total Spent | $273,803 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Russia and the Newly Independent States | RegionTxt |
| Purpose Of Grant | PROM LIBERTY | PurposeOfGrantTxt |
| Cash Grant | $105,000 | CashGrantAmt |
| Manner Of Cash Disbursement | wire | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | South America | 2 | $35,384 | wire | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | Europe (Including Iceland and Greenland) | 2 | $130,000 | wire | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Free To Choose Network | |||||||||
| 2002 Filmore Avenue | Erie | PA | 16506 | 521455677 | 501(c)(3) | $280,000 | N/A | N/A | documentaries |
| University of Maryland College Park Foundation | |||||||||
| 4603 Calvert Road | College Park | MD | 20740 | 522197313 | 501(C)(3) | $15,000 | n/a | n/a | Literature Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $309,100 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD H CRANE | ||||||||||||
| FORMER PRESIDENT | $475,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $475,000 | $0 |
| DAVID BOAZ | ||||||||||||
| EXECUTIVE VICE PRESIDENT | $279,501 | $0 | $0 | $0 | $0 | $0 | $10,948 | $0 | $12,537 | $0 | $302,986 | $0 |
| JON HEIMERMAN | ||||||||||||
| VP/Chief Admin. Officer | $205,246 | $0 | $0 | $0 | $0 | $0 | $5,330 | $0 | $22,800 | $0 | $233,376 | $0 |
| PETER GOETTLER | ||||||||||||
| President (beginning 4/15) | $370,238 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $962 | $0 | $371,200 | $0 |
| WILLIAM B LINDSEY | ||||||||||||
| VICE PRESIDENT FOR RESEARCH | $206,876 | $0 | $0 | $0 | $0 | $0 | $8,350 | $0 | $10,537 | $0 | $225,763 | $0 |
| ROGER PILON | ||||||||||||
| VICE PRESIDENT LEGAL AFFAIRS | $184,044 | $0 | $0 | $0 | $0 | $0 | $7,680 | $0 | $25,195 | $0 | $216,919 | $0 |
| PATRICK MICHAELS | ||||||||||||
| DIR., CTR FOR THE STDY OF SCI. | $182,288 | $0 | $0 | $0 | $0 | $0 | $6,946 | $0 | $12,311 | $0 | $201,545 | $0 |
| David Kirby | ||||||||||||
| Vice President for Development | $167,139 | $0 | $50,000 | $0 | $0 | $0 | $7,314 | $0 | $29,197 | $0 | $253,650 | $0 |
| George Selgin | ||||||||||||
| DIR., CTR FOR Fin. Alternative | $213,150 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,789 | $0 | $219,939 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, Part I, LINE 1B | WRITTEN POLICY REGARDING REIMBURSEMENT: THE BOARD APPROVED THE PRESIDENT'S HOUSING ALLOWANCE AS PART OF HIS EMPLOYMENT AGREEMENT. THIS ARRANGEMENT ENDED MARCH 31, 2015. |
| SCHEDULE J, Part I, LINE 4A | SEVERANCE PAYMENT: Gayllis Ward received a severance payment of $32,500. |
| SCHEDULE J, Part I, LINE 7 | Non-fixed payments: Elizabeth Santos received a service award for 5 years of service, and David Kirby received a performance bonus of $50,000. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 65 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,700,053 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF RECEIPT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, Line 7A | MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT THE GOVERNING BODY: MEMBERS OF THE BOARD VOTE TO APPROVE AND REMOVE MEMBERS. |
| PART VI, SECTION A, Line 7B | DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL: MEMBERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE DIRECTORS WITH A MAJORITY VOTE. |
| PART VI, SECTION A, Line 11B | PROCESS USED TO REVIEW FORM 990: A DRAFT 990 IS PROVIDED TO EACH MEMBER FOR REVIEW AND COMMENT PRIOR TO FINALIZATION. |
| PART VI, SECTION B, Line 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CATO REVIEWS CONFLICT OF INTEREST DISCLOSURES. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR, OFFICER OR KEY EMPLOYEE WITH THE CONFLICT IS REQUIRED TO CORRECT THE SITUATION OR EITHER STEP DOWN FROM THE BOARD OR FACE TERMINATION FROM EMPLOYMENT. |
| PART VI, SECTION B, Line 15A | PROCESS FOR DETERMINING COMPENSATION: INDEPENDENT CONTRACTOR REVIEWS COMPENSATION/BENEFITS. THE BOARD DISCUSSES AND APPROVES EXECUTIVE COMPENSATION/BENEFITS BASED ON RESULTS OF THE INDEPENDENT STUDY. |
| PART VI, SECTION C, Line 19 | HOW THE ORGANIZATION MAKES ORGANIZING DOCUMENTS AVAILABLE TO THE Public: Cato's bylaws, articles of incorporation, and conflict of interest policy are available to anyone who requests them. Further, Cato has always complied, and will continue to comply, with the mandate that form 990 be made publicly available. |
| Part XI, Line 9 | Other Changes in Net Assets: Loss on Write-off of Pledge ($7,774) |
| Part VI, line 1b | John Allison, Director, is considered an independent voting member of the governing body. Part VII, column D reports compensation earned in calendar year 2015 in his role as president, prior to the current fiscal year. |
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