2017-08-09T12:13:34-05:00 2016-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2016-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 JEFF MOYER EXECUTIVE DIRECTOR 6106831400 2017-08-09 1 JENNIFER SOLOT P00749373 2155677770 38.88.148.130 2017-08-09 13:12:58 ED P 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 2016 2021-01-29 14:40:06Z JEFF MOYER 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 3631624 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 12 11 51 234 0 0 2272089 1794743 189481 359079 494776 373154 621149 617316 3577495 3144292 0 68084 0 0 2277880 2251688 0 0 281215 1570967 1463930 3848847 3783702 -271352 -639410 22652939 22371921 166456 222189 22486483 22149732 X THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. SINCE OUR FOUNDING IN 1947, WE'VE BEEN RESEARCHING THE BEST PRACTICES OF ORGANIC AGRICULTURE AND SHARING OUR FINDINGS WITH FARMERS AND SCIENTISTS - CONTINUED ON SCH O.THROUGHOUT THE WORLD, ADVOCATING FOR POLICIES THAT SUPPORT FARMERS, AND EDUCATING CONSUMERS THAT ORGANIC IS THE HEALTHIEST OPTION FOR PEOPLE AND THE PLANET. 0 0 2355165 68084 569796 STRATEGIC SOLUTIONS TEAM (SST) - SST CONDUCTS ON THE GROUND RESEARCH WORK, HELPING NEW FARMERS GET ESTABLISHED IN ORGANIC AGRICULTURE, WORKING WITH FARMERS TO TRANSITION TO ORGANIC AND TEACHING EXISTING ORGANIC FARMERS EFFECTIVE ORGANIC GROWING PRACTICES. OUR DIVERSE OPERATION INCLUDES HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION FOR GRAIN CROPS AND VEGETABLES, COMPOST, GREENHOUSEOPERATIONS, ORGANIC WEED MANAGEMENT, AND INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS. IN ADDITION, RODALE INSTITUTE CONDUCTS FARMER TRAINING PROGRAMS: AGRICULTURE SUPPORTED COMMUNITIES (ASC) AND A PARTNERSHIP WITH DELAWARE VALLEY UNIVERSITY... CONTINUED ON SCH O.TO OFFER A ONE YEAR ORGANIC FARMING PROGRAM. THE ASC PROGRAM ALLOWS US TO BRING FRESH, HIGH-QUALITY ORGANIC FOOD TO UNDERSERVED COMMUNITIES AND PROVIDES A VIABLE BUSINESS MODEL FOR NEW OR ESTABLISHED FARMERS WHO WANT TO ENTER THESE MARKETS. THE ASC OPERATES IN CONJUNCTION WITH 2 RODALE INSTITUTE ORGANIC FARMERS MARKETS SERVING FOOD DESERTS IN ALLENTOWN, PA. THE DELAWARE VALLEY UNIVERSITY PROGRAM IS DESIGNED FOR INDIVIDUALS WHO WISH TO START A SMALL-SCALE ORGANIC FARM OR WORK FOR AN ORGANIC OPERATION. BOTH PROGRAMS OFFER ASSISTANCE WITH JOB PLACEMENT AND DEVELOPING BUSINESS PLANS SO THAT GRADUATES CAN EASILY MOVE RIGHT INTO CAREERS IN ORGANIC AGRICULTURE. A SIGNIFICANT COMMUNITY PARTNERSHIP WAS THE ESTABLISHMENT OF THE ST. LUKE'S RODALE INSTITUTE ORGANIC FARM - A COLLABORATION BETWEEN RODALE INSTITUTE AND ST. LUKE'S UNIVERSITY HEALTH NETWORK. ADDITIONALLY, RODALE INSTITUTE HAS A VETERAN FARMER TRAINING PROGRAM, TO TRAIN VETERANS FOR PROMISING CAREERS IN ORGANIC AGRICULTURE. THE RODALE INSTITUTE SST PROGRAM ALSO FOCUSES ON PROMOTING SOIL HEALTH THROUGH SOIL MICROBIOLOGY. BY FOCUSING ON THE LIFE IN THE SOIL, RODALE INSTITUTE RESEARCHERS HELP ORGANIC FARMERS STRENGTHEN YIELDS WHILE INCREASING ECONOMIC VIABILITY. OUR STAFF STUDIES ORGANIC SOIL IMPROVEMENT MANAGEMENT PRACTICES, WEED MANAGEMENT, ORGANIC NO-TILL PRODUCTION, COVER CROPS, SOIL FERTILITY, AND WATER QUALITY. ADDITIONAL ASPECTS OF THE PROGRAM INCLUDE RESEARCH ON SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, NUTRIENT MANAGEMENT IN ORGANIC NO-TILL SYSTEMS AS WELL AS IMPROVED TECHNIQUESFOR COMPOST MANAGEMENT. OUR SST TEAM ALSO RUNS OUR FARMING SYSTEMS TRIAL, COMPARING THE ECONOMICS, ENERGY USE AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES. STAFF SHARES FINDINGS WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE GENERAL PUBLIC THROUGH FIELD DAYS, CONFERENCES, WORKSHOPS, SEMINARS, SYMPOSIUMS AND INTERACTIVE ONLINE TOOLS.IN 2016, THE RODALE INSTITUTE INITIATED THE VEGETABLE SYSTEMS TRIAL (VST), A LONG-TERM SIDE-BY-SIDE COMPARISON OF BIOLOGICALLY-BASED ORGANIC AND CHEMICALLY-BASED CONVENTIONAL VEGETABLE PRODUCTION SYSTEMS. THE GOAL FOR THIS PROJECT IS TO DEVELOP ECONOMICALLY VIABLE VEGETABLE PRODUCTION SYSTEMS WHICH IMPROVE SOIL, PLANT, HUMAN AND PLANETARY HEALTH THROUGH THE APPLICATION OF REGENERATIVE ORGANIC MANAGEMENT TECHNIQUES. THE DURATION OF THIS PROJECT IS EXPECTED TO GO WELL BEYOND 20 YEARS WITH THE INTENTION OF MONITORING SOIL HEALTH, VEGETABLE NUTRITIONAL QUALITY, ENVIRONMENTAL IMPACT, AGROECOSYSTEM RESILIENCE, AND THE ECONOMICS OF VEGETABLE PRODUCTION OVER TIME WHILE ASSESSING HOW MANAGEMENT PRACTICES DIRECTLY OR INDIRECTLY AFFECT HUMAN HEALTH.IN ADDITION TO FST AND VST, RODALE INSTITUTE RESEARCH STAFF OPERATES CLOSE TO 20 UNIQUE RESEARCH PROJECTS, WITH AN ADDITIONAL FOCUS AREA BEING CROP-LIVESTOCK INTEGRATION. ADDITIONALLY, WE HAVE A HONEYBEE CONSERVANCY, A COOPERATIVE OF MORE THAN 30 HIVES. ALL HIVES ARE MANAGED TREATMENT-FREE. THIS WORK IS TO DEMONSTRATE A POLLINATOR-FRIENDLY FARM. 686060 COMMUNICATIONS - TO SHARE OUR RESEARCH AND PROMOTE THE BENEFITS OF ORGANIC AGRICULTURE TO FARMERS, GARDENERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. EVERY YEAR, RODALE INSTITUTE SEES ABOUT 20,000 VISITORS WHO COME FOR TOURS, WORKSHOPS, FIELD DAYS, SCHOOL EDUCATION AND MORE.ADDITIONALLY, RODALE INSTITUTE MAINTAINS A ROBUST ONLINE EDUCATION PLATFORM. THE RODALE INSTITUTE PERFORMS REGULAR SOCIAL MEDIA AND E-MAIL NEWSLETTER UPDATES, WEBSITE CONTENT, VIDEOS AND WEBINARS, AND OUTREACH THROUGH EARNED MEDIA. THE RODALE INSTITUTE WEBSITE (RODALEINSTITUTE.ORG) SEES ROUGHLY 500,000 UNIQUE VISITORS PER YEAR. 3041225 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 51 1 0 1 SG 0 0 0 1 1 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY CO-CHAIRMAN 1.00 X X 0 0 0 MARIA RODALE CO-CHAIRMAN 1.00 X X 0 0 0 MAYA RODALE RECORDING SECRETARY 1.00 X X 0 0 0 DREW BECHER DIRECTOR 1.00 X 0 0 0 ELIZABETH KUCINICH DIRECTOR 1.00 X 0 0 0 CORBY KUMMER DIRECTOR 1.00 X 0 0 0 ROBERTA LANG DIRECTOR 1.00 X 0 0 0 KIM LARSON DIRECTOR 1.00 X 0 0 0 GRANT LUNDBERG DIRECTOR 1.00 X 0 0 0 HELEN PISZEK NELSON DIRECTOR 1.00 X 0 0 0 LOUISE SCHORN SMITH CPA DIRECTOR 1.00 X 0 0 0 JEFF MOYER EXECUTIVE DIRECTOR 40.00 X X 115073 0 22126 KRISTINE NICHOLS CHIEF SCIENTIST 40.00 X 102080 0 14927 217153 0 37053 2 0 0 0 0 94209 610709 1089825 52370 1794743 SPONSORSHIP INCOME 900099 183050 183050 ORGANIC FARMING SVCS 900099 176029 176029 359079 197252 197252 79775 0 79775 79775 79775 603915 428013 175902 175902 175902 9100 94209 10575 -1475 -1475 442511 48744 393767 393767 INT - DISQ PERSON 900099 73668 73668 OTHER REVENUE 900099 71581 71581 145249 3144292 569796 0 779753 X 68084 68084 137199 106102 18814 12283 1655386 1281460 225941 147985 27233 20970 3810 2453 305543 235443 42600 27500 126327 97360 17600 11367 378830 339058 32174 7598 459399 369460 51232 38707 93621 80494 12836 291 83454 67933 1409 14112 124890 117790 7100 EQUIP RENTAL/MAINT 163457 122461 30341 10655 OTHER 135364 117250 16223 1891 DUES AND SUBSCRIPTIONS 24915 17360 1182 6373 3783702 3041225 461262 281215 273939 442270 795613 379558 309230 252137 145242 151924 6556580 6556580 41283 47922 85632 57680 4537732 1297266 3214667 3240466 10725708 10738541 505045 504843 22652939 22371921 166456 164502 57687 166456 222189 X 9982200 9856926 11328272 11114528 1176011 1178278 22486483 22149732 22652939 22371921 X -639410 302861 -202 X 0 1 X 1 0 X 2217576 3600477 2162515 2272089 1794743 12047400 2217576 3600477 2162515 2272089 1794743 12047400 2261618 9785782 223877 264111 385743 301649 277027 1452407 103384 176736 132638 151755 145249 709762 14209569 3047599 0.68870 0.64990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5487885 359046 275947 5570984 5903922 -122324 293713 5487885 5952079 17375 263963 329495 5903922 5355033 100 863324 266378 5952079 5405552 218422 268941 5355033 0.00000 0.12090 0.87910 0 0 2554726 2554726 34421 32843 1578 1948585 1264423 684162 3240466 X 3589976 302861 83706 59117 445684 3144292 0 3144292 3926727 83706 59319 143025 3783702 0 3783702 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS IS AVAILABLE FOR THE OPERATIONS AND MAINTENANCE OF THE RODALE RESEARCH CENTER. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 48,744. FUNDRAISING EXPENSES 10,575. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -202. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 48,744. FUNDRAISING EXPENSES 10,575. ORGANIC PIONEERS 103309 94209 9100 2120 7955 500 103309 94209 9100 2120 7955 500 10575 -1475 0 ORGANIC FARMING RESEARCH FOUNDATION 303 POTRERO STREET SUITE 29-203 SANTA CRUZ CA 95060 770252545 501(C)(3) 68084 TO GROW THE AVAILABLE FUNDS IN ORGANIC FARMING RESEARCH FOUNDATION'S GRANTMAKING PROGRAM. 1 PART I, LINE 2: THE GRANT WAS GIVEN TO THE ORGANIZATION TO CONTINUE TO GROW THEIR OWN GRANTMAKING PROGRAM THAT IS ALREADY ESTABLISHED. THE INSTITUTE HAS A LONG-STANDING RELATIONSHIP WITH THE ORGANIZATION AND REQUESTED THAT THE INSTITUTE BE MADE AWARE OF HOW THE FUNDS WILL BE USED BY THE ORGANIZATION ONCE SPENT. RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO PURCHASE STOCK X 1030580 1030580 0 1 1 RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. X 7100000 5526000 0 1 1 6556580 X EQUIP RENTAL 3 26970 FMV ON DATE OF DONAT X SUPPLIES 8 25223 FMV ON DATE OF DONAT X OTHER 1 177 FMV ON DATE OF DONAT 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARIA RODALE, CO-CHAIRMAN, IS THE MOTHER OF MAYA RODALE, RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 192,583. MANAGEMENT AND GENERAL EXPENSES 16,846. FUNDRAISING EXPENSES 7,598. TOTAL EXPENSES 217,027. CONTRACTORS AND SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 110,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,042. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 36,433. MANAGEMENT AND GENERAL EXPENSES 15,328. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,761. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -202.