ARCHBRIDGE INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARCHBRIDGE INSTITUTE (EIN 47-4252296)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202523119349303372
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-07T12:05:48-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541807239PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hendershot Burkhardt Tax Services IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17525 Presidential LaneAddressLine1Txt
CityManassasCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474252296EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARCHBRIDGE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCHBusinessNameControlTxt
Phone7033004453PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 34322AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGONZALO SCHWARZPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone7033004453PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C BURKHARDT CPAPreparerPersonNm
PTINP00234622PTIN
Phone7033611592PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGONZALO SCHWARZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 7TH ST NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,893,024GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://www.archbridgeinstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO REKINDLE THE AMERICAN DREAM OF OPPORTUNITY AND EARNED SUCCESS IN THE UNITED STATES AND AROUND THE WORLD BY PRODUCING, FUNDING, AND DISSEMINATING MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH THAT WILL LIFT BARRIERS TO ECONOMIC MOBILITY BASED ON THE PRINCIPLES OF PERSONAL RESPONSIBILITY, RULE OF LAW, AND ENTREPRENEURSHIP.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$966,122PYContributionsGrantsAmt
CY Contributions Grants$1,890,560CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$770CYInvestmentIncomeAmt
PY Other Revenue$300PYOtherRevenueAmt
CY Other Revenue$1,694CYOtherRevenueAmt
PY Total Revenue$966,422PYTotalRevenueAmt
CY Total Revenue$1,893,024CYTotalRevenueAmt
PY Grants And Similar Paid$439,160PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$583,307CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$527,437PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$611,214CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$132,572CYTotalFundraisingExpenseAmt
PY Other Expenses$540,769PYOtherExpensesAmt
CY Other Expenses$820,846CYOtherExpensesAmt
PY Total Expenses$1,507,366PYTotalExpensesAmt
CY Total Expenses$2,015,367CYTotalExpensesAmt
PY Revenues Less Expenses-$540,944PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$122,343CYRevenuesLessExpensesAmt
Total Assets BOY$519,299TotalAssetsBOYAmt
Total Assets EOY$323,098TotalAssetsEOYAmt
Total Liabilities BOY$217,165TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,307TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$302,134NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$179,791NetAssetsOrFundBalancesEOYAmt
MissionTO REKINDLE THE AMERICAN DREAM OF OPPORTUNITY AND EARNED SUCCESS IN THE UNITED STATES AND AROUND THE WORLD BY PRODUCING, FUNDING, AND DISSEMINATING MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH THAT WILL LIFT BARRIERS TO ECONOMIC MOBILITY BASED ON THE PRINCIPLES OF PERSONAL RESPONSIBILITY, RULE OF LAW, AND ENTREPRENEURSHIP.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,712,468ExpenseAmt
Grant$583,307GrantAmt
Revenue$0RevenueAmt
DescECONOMIC MOBILITY RESEARCH SERIES: THE ARCHBRIDGE INSTITUTE FOCUSES ITS MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH ON KEY STRUCTURAL ECONOMIC AND INSTITUTIONAL INDICATORS LIKE THE RULE OF LAW, ENTREPRENEURSHIP, AND SOCIAL CAPITAL AS WELL AS OTHER INDICATORS THAT MAY BE OUTSIDE THE FIELD OF TRADITIONAL ECONOMICS BUT ARE CLOSELY LINKED TO ECONOMIC MOBILITY.Desc
Total Program Service Expenses$1,712,468TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document29IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GONZALO SCHWARZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7033004453PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 7TH ST NEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
HUBERT MORT TAYLOR
DIRECTOR1.00Yes (X)$0$0$0
ANDREAS WIDMER
DIRECTOR1.00Yes (X)$0$0$0
JUAN JOSE DABOUB
DIRECTOR1.00Yes (X)$0$0$0
INGRID GREGG
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
CLAY ROUTLEDGE
VICE PRESIDENT OF RESEARCH40.00$169,260$0$12,740Yes (X)Yes (X)
GONZALO SCHWARZ
DIRECTOR/PRESIDENT/CEO40.00Yes (X)$141,283$0$4,550Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$310,543TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,290TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,890,560AllOtherContributionsAmt
Total Contributions$1,890,560TotalContributionsAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$770OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$770OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$770TotalRevenueColumnAmt
Related Or Exempt Func Income$770RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCDesc
Business900099BusinessCd
Total Revenue Column$1,694TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,694ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,694OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,893,024TotalRevenueColumnAmt
Related Or Exempt Func Income$770RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,694ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$19,000TotalAmt
Program Services$19,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$564,307TotalAmt
Program Services$564,307ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$322,000TotalAmt
Program Services$224,000ProgramServicesAmt
Management And General$14,000ManagementAndGeneralAmt
Fundraising$84,000FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$180,707TotalAmt
Program Services$95,250ProgramServicesAmt
Management And General$81,109ManagementAndGeneralAmt
Fundraising$4,348FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,219TotalAmt
Program Services$7,348ProgramServicesAmt
Management And General$2,938ManagementAndGeneralAmt
Fundraising$1,933FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$53,232TotalAmt
Program Services$34,999ProgramServicesAmt
Management And General$17,242ManagementAndGeneralAmt
Fundraising$991FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,056TotalAmt
Program Services$27,058ProgramServicesAmt
Management And General$8,153ManagementAndGeneralAmt
Fundraising$7,845FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,620TotalAmt
Program Services$0ProgramServicesAmt
Management And General$34,620ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$384,510TotalAmt
Program Services$383,960ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$550FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,706TotalAmt
Program Services$21,311ProgramServicesAmt
Management And General$84ManagementAndGeneralAmt
Fundraising$311FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,325TotalAmt
Program Services$1,760ProgramServicesAmt
Management And General$330ManagementAndGeneralAmt
Fundraising$1,235FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,985TotalAmt
Program Services$13,741ProgramServicesAmt
Management And General$1,917ManagementAndGeneralAmt
Fundraising$327FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,201TotalAmt
Program Services$6,107ProgramServicesAmt
Management And General$615ManagementAndGeneralAmt
Fundraising$479FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$141,821TotalAmt
Program Services$121,611ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$20,210FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$65,766TotalAmt
Program Services$61,014ProgramServicesAmt
Management And General$142ManagementAndGeneralAmt
Fundraising$4,610FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$644TotalAmt
Program Services$546ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt
Fundraising$43FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,503TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,503ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & REPRODUCTION$15,575$15,124$413$38
WEBSITE$26,545$26,233$239$73
PUBLIC RELATIONS$36,000$36,000$0$0
POLLS & RESEARCH$50,350$50,350$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,295TotalAmt
Program Services$2,749ProgramServicesAmt
Management And General$4,967ManagementAndGeneralAmt
Fundraising$5,579FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,015,367TotalAmt
Program Services$1,712,468ProgramServicesAmt
Management And General$170,327ManagementAndGeneralAmt
Fundraising$132,572FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,025BOYAmt
EOY$40,448EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$506,846BOYAmt
EOY$279,866EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,514BOYAmt
EOY$2,514EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,642LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,372LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$914BOYAmt
EOY$270EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$519,299BOYAmt
EOY$323,098EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$58,480BOYAmt
EOY$102,597EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$119,154BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,531BOYAmt
EOY$40,710EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$217,165BOYAmt
EOY$143,307EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$212,712BOYAmt
EOY-$322,593EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$514,846BOYAmt
EOY$502,384EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$302,134BOYAmt
EOY$179,791EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$519,299BOYAmt
EOY$323,098EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$122,343ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$621,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,350,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,147,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$966,122CurrentTaxYearMinus1YearAmt
Current Tax Year$1,890,560CurrentTaxYearAmt
Total$6,976,528TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$621,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,350,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,147,182CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$966,122CurrentTaxYearMinus1YearAmt
Current Tax Year$1,890,560CurrentTaxYearAmt
Total$6,976,528TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,032,768SubstantialContributorsTotAmt
Public Support Total170$5,943,760PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$770CurrentTaxYearAmt
Total$770TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$300CurrentTaxYearMinus1YearAmt
Current Tax Year$1,694CurrentTaxYearAmt
Total$1,994TotalAmt
FieldValueIRS element (for citing)
Total Support$6,979,292TotalSupportAmt
Public Support CY1700.85160PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: MISCELLANEOUS 2023: 300. 2024: 1694.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,642OtherCostOrOtherBasisAmt
Depreciation$2,372DepreciationAmt
Book Value$270BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$270TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
Amt$40,710Amt
FieldValueIRS element (for citing)
Total Liability$40,710TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,893,024TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,893,024RevenueSubtotalAmt
Total Revenue Per Form990$1,893,024TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,015,367TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,015,367ExpensesSubtotalAmt
Total Expenses Per Form990$2,015,367TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS CLASSIFIED AS A SECTION 501(C)3 ORGANIZATION, AS DESCRIBED IN SECTION 501(A) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IF ANY. CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE. THE ORGANIZATIONS FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AmericaRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTS TO RECIPIENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedRESEARCHSpecificServicesProvidedTxt
Region Total Expenditures$564,307RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$564,307SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$564,307TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSouth AmericaRegionTxt
Purpose Of GrantRESEARCHPurposeOfGrantTxt
Cash Grant$564,307CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Description Of Non Cash Asst0DescriptionOfNonCashAsstTxt
Valuation Method UsedBOOKValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RELIES ON THE GRANTS COMMITTEE OF ITS BOARD OF DIRECTORS TO MONITOR THE USE OF GRANT FUNDS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL OPINION RESEARCH CTRBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 EAST MONROE ST 20TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Recipient EIN362167808RecipientEIN
Cash Grant$19,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedBOOKValuationMethodUsedDesc
Purpose Of GrantRESEARCHPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RELIES ON THE GRANTS COMMITTEE OF ITS BOARD OF DIRECTORS TO PROVIDE THE OVERSIGHT OF THE USE OF GRANT FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCLAY ROUTLEDGEPersonNm
Base Compensation Filing Org$169,260BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$12,740DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$182,000TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonGONZALO SCHWARZPersonNm
Relationship With OrgPRESIDENTRelationshipWithOrgTxt
Loan PurposeOPERATING LOANLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$119,154OriginalPrincipalAmt
Balance Due$0BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$0TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bA DRAFT OF THE FEDERAL FORM 990 IS REVIEWED BY ALL MEMBERS OF THE BOARD. AFTER ADDRESSING ANY QUESTIONS FROM ALL THE MEMBERS OF THE BOARD THE FORM 990 IS APPROVED FOR FILING WITH THE IRS.
Pt VI, Line 12cDIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AS THEY ARISE AND THESE ARE REVISITED DURING THE BOARD OF DIRECTORS MEETINGS.
Pt VI, Line 15aTHE BOARD OF DIRECTORS DECIDES THE COMPENSATION OF THE INSTITUTES CEO DURING THE YEARLY IN-PERSON BOARD MEETING IN A CLOSED DOOR MEETING EXCLUDING THE PRESIDENT AND CEO AS HE IS PART OF THE BOARD OF DIRECTORS. THIS WAS MOST RECENTLY CONDUCTED IN DECEMBER, 2023.
Pt VI, Line 19THE FORM 990 AND FORM 1023 ARE AVAILABLE ON THE INSTITUTES WEBSITE. GOVERNING DOCUMENTS AND FINANCIALS ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part IX, Line 11gCONTRACTORS 384510. 383960. 550.

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