2017-08-17T12:18:14-05:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 132890727 GUTTMACHER INSTITUTE INC GUTT 2122481111 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 MAUREEN BURNLEY V.P. FINANCE & ADMINISTRATION 2122481111 2017-08-15 1 AARON SHAPIRO P01333816 2128674000 38.98.118.70 2017-08-16 14:53:33 ED P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2021-01-29 14:40:06Z ANN M STARRS 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 72960543 0 X WWW.GUTTMACHER.ORG X 1977 NY THE GUTTMACHER INSTITUTE IS A LEADING RESEARCH AND POLICY ORGANIZATION COMMITTED TO ADVANCING SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS IN THE UNITED STATES AND GLOBALLY. THE INSTITUTE ENVISIONS A WORLD IN WHICH ALL PEOPLE ARE ABLE TO EXERCISE THEIR RIGHTS AND RESPONSIBILITIES REGARDING SEXUAL BEHAVIOR AND REPRODUCTION FREELY AND WITH DIGNITY.THE INSTITUTE PRODUCES A WIDE RANGE OF RESOURCES ON TOPICS PERTAINING TO SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS, INCLUDING TWO PEER-REVIEWED JOURNALS (PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH AND INTERNATIONAL PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH), THE GUTTMACHER POLICY REVIEW, AND A MULTITUDE OF REPORTS, ISSUE BRIEFS, FACT SHEETS AND INFOGRAPHICS. ITS WEBSITE RECEIVES 7.7 MILLION PAGE VIEWS ANNUALLY. 37 37 135 39 0 0 18054764 23453108 28687 3884 573787 481925 179600 36505 18836838 23975422 0 0 0 0 12445591 14672654 16200 126010 1012911 6823807 8086960 19285598 22885624 -448760 1089798 53260425 53236374 10716994 10947479 42543431 42288895 X PART I LINE 1 DESCRIPTIONTHE GUTTMACHER INSTITUTE IS A LEADING RESEARCH AND POLICY ORGANIZATION COMMITTED TO ADVANCING SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS IN THE UNITED STATES AND GLOBALLY. THE INSTITUTE ENVISIONS A WORLD IN WHICH ALL PEOPLE ARE ABLE TO EXERCISE THEIR RIGHTS AND RESPONSIBILITIES REGARDING SEXUAL BEHAVIOR AND REPRODUCTION FREELY AND WITH DIGNITY.THE INSTITUTE PRODUCES A WIDE RANGE OF RESOURCES ON TOPICS PERTAINING TO SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS, INCLUDING TWO PEER-REVIEWED JOURNALS (PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH AND INTERNATIONAL PERSPECTIVES ON SEXUAL AND REPRODUCTIVE HEALTH), THE GUTTMACHER POLICY REVIEW, AND A MULTITUDE OF REPORTS, ISSUE BRIEFS, FACT SHEETS AND INFOGRAPHICS. ITS WEBSITE RECEIVES 7.7 MILLION PAGE VIEWS ANNUALLY. 0 0 11998764 RESEARCH: SEE SCHEDULE ORESEARCH: COMPLETED COLLECTION AND ANALYSES OF THE 2013/2014 ABORTION PROVIDER CENSUS AND THE 2014 ABORTION PATIENT SURVEY, DOCUMENTING AND DISSEMINATING THE INSTITUTE'S CRITICAL INFORMATION ON THE INCIDENCE OF ABORTION IN THE US OVERALL AND IN 50 STATES (AND THE DISTRCT OF COLUMBIA), THE DEMOGRAPHIC AND SOCIO-ECONOMIC CHARACTERISTICS OF ABORTION PATIENTS, CIRCUMTANCES UNDER WHICH WOMEN OBTAIN VERY EARLY AND 2ND TRIMESTER ABORTIONS, AND DELAYS THEY FACE IN ACCESSING CARE. UPDATED OUR FIELD'S WIDELY-REFERENCED GUTTMACHER STATISTICS ON CONTRACEPTIVE NEEDS AND SERVICES PROVIDED IN THE US, PATTERNS & TRENDS IN SERVICE,DELIVERY PRACTICES AND PROTOCOLS, AND NATIONAL ESTIMATES OF UNINTENDED PREGNANCY OVERALL AND BY CHARACTERISTICS OF WOMEN. LAUNCHED A COMPREHENSIVE SET OF RESEARCH ACTIVITIES UNDER A NEW NIH-FUNDED R01 AWARD TO INVESTIGATE ABORTION UNDERREPORTING IN NATIONAL FERTILITY SURVEYS AND TEST STRATEGIES TO IMPROVE REPORTING BY SURVEY RESPONDENTS. WORKED WITH GUTTMACHER-LANCET COMMISSION TO DEVELOP A WIDE-RANGING & EVIDENCE-BASED REPORT THAT INCLUDES RECOMMENDATIONS FOR THE FIELD ON APPROACHES FOR IMPROVING ACCESS TO KEY SEXUAL AND REPRODUCTIVE HEALTH SERVICES WORLDWIDE, GOING BEYOND WHAT IS PUT FORWARD IN THE UNITED NATIONS NEW GLOBAL GOALS (THE SUSTAINABLE DEVELOPMENT GOALS); RELEASED A MAJOR REPORT ON THE INCIDENCE OF ABORTION IN ETHIOPIA, WHICH FOUND THAT AS A RESULT OF IMPROVEMENTS IN IMPLEMENTING THE ABORTION LAW, THE PROPORTION OF WOMEN WHO OBTAINED LEGAL AND SAFE PROCEDURES DOUBLED SINCE 2008; CO-ORGANIZED A MAJOR CONFERENCE ON ABORTION IN SUB-SAHARAN AFRICA, HELD IN ADDIS ABADA IN NOVEMBER 2016; RELEASED NEW ESTIMATES OF WORLDWIDE INCIDENCE IN ABORTION, AND FIRST TIME ESTIMATES OF THE COSTS AND BENEFITS OF PROVIDING ACCESS TO CONTRACEPTION TO ADOLESCENT WOMEN IN DEVELOPING REGIONS. 4421374 3884 COMMUNICATIONS & PUBLICATIONS: THE INSTITUTE PUBLISHED ITS BROARD SPECTRUM OF FINDINGS IN A WIDE ARRAY OF FORMATS. MESSAGE STYLES AND LANGUAGES DESIGNED TO MEET THE NEEDS OF POLICY-MAKERS, ADVOCATES, HEALTH CARE PROVIDERS, MEDIA,THE SCIENTIFIC COMMUNITY AND OTHER KEY STAKEHOLDERS. THE INSTITUTE DISSEMINATED INFORMATION AND RESOURCES TO A LARGE AND DIVERSE AUDIENCE VIA MULTIPLE CHANNELS AND WORKED TO ENSURE THAT ITS DATA AND PERSPECTIVES HELPED SHAPE POLICIES,PROGRAMS AND PUBLIC DEBATE AROUND KEY SRHR ISSUES. GUTTMACHER MATERIALS AND OPINION WERE FEATURED THOUSANDS OF TIMES BY LEADING MEDIA OUTLETS IN THE U.S. AND INTERNATIONALLY WERE PROMOTED, SHARED AND QUOTED ON VARIOUS SOCIAL MEDIA PLATFORMS AND WERE CITED WIDELY BY POLICYMAKERS, DONORS AND COLLEAGUE ORGANIZATIONS IN THE U.S. AND ABROAD. 2095387 PUBLIC POLICY: THE INSTITUTE USED EVIDENCE-BASED ADVOCACY TO TRANSLATE RESEARCH FINDINGS INTO ACTION. THROUGH IN-DEPTH POLICY ANALYSES AND ENGAGEMENT WITH COALITION PARTNERS AND POLICYMAKERS, THE INSTITUTE ADVOCATED FOR EVIDENCE BASED U.S. DOMESTIC AND FOREIGN POLICIES TO IMPROVE ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES AND INFORMATION. WE AUTHORED ARTICLES FOR THE GUTTMACHER POLICY REVIEW, BLOG POSTS AND OTHER POLICY RELEVANT MATERIALS, AND SPOKE AT NUMEROUS CONFERENCES AND POLICY- RELEVANT MEETINGS. WE CONDUCTED IN-DEPTH INVESTIGATIONS ON THE ADEQUACY OF MEDICAID COVERAGE AND PAYMENT FOR FAMILY PLANNING SERVICES. WE MONITORED STATE POLICY DEVELOPMENTS ON SEXUAL AND REPRODUCTIVE HEALTH & RIGHTS ISSUES AND DEVELOPED A WIDE RANGE OF EVIDENCE BASED TOOLS FOR USE BY STATE-LEVEL ADVOCATES. 18515525 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 135 1 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MA MS NH NJ NM NY NC OR PA RI SC TN UT VA RI WI X MAUREEN BURNLEY 2122481111 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 MARY SHALLENBERGER CHAIR 7/16-6/18 2.00 X X 0 0 0 MATTHEW COLES JD CHAIR 7/14-6/16 2.00 X X 0 0 0 NADINE PEACOCK PHD IMMEDIATE PAST CHAIR 7/14-6/16 2.00 X X 0 0 0 JENNY A HIGGINS PHD SR. VICE CHAIR 7/16-6/18 2.00 X X 0 0 0 MICHAEL RESNICK PHD FSAHM VICE CHAIR 7/16-6/18 2.00 X X 0 0 0 CRISTINA VILLARREAL VELSQUEZ VICE CHAIR 7/14-6/16 2.00 X X 0 0 0 CAROLINE D GREENE FIN. CHAIR & TREASURER 7/16-6/18 2.00 X X 0 0 0 LIDA L COLEMAN CPA FINANCE CHAIR 7/14-6/16 2.00 X 0 0 0 COREY N MARTIN TREASURER 7/15-6/16 2.00 X X 0 0 0 DAWN JOHNSEN JD SECRETARY 7/15-6/17 2.00 X X 0 0 0 DEBORAH DEWITT AUDIT CHAIR 7/16-6/18 2.00 X 0 0 0 JUDY N TABB ESQ AUDIT CHAIR 10/14-6/16 2.00 X 0 0 0 STEVEN W SINDING PHD DEV. CHAIR 7/15-6/17 2.00 X 0 0 0 JANE COTTINGHAM MSC NOM. CHAIR 7/16-6/17 2.00 X 0 0 0 JEANNE MARRAZZO MD MPH FACP FIDSA NOM. CHAIR 7/15-6/16 2.00 X 0 0 0 ALAN GUTTMACHER DIRECTOR 2.00 X 0 0 0 ALFRED W TATE MDIV DIRECTOR 2.00 X 0 0 0 AMANDA COOPER DIRECTOR 2.00 X 0 0 0 CHERYL CONTEE MBA DIRECTOR 2.00 X 0 0 0 CONSTANCE MAO MD DIRECTOR 2.00 X 0 0 0 DALE ANNE REISS CPA MBA DIRECTOR 2.00 X 0 0 0 DANIEL PELLEGROM M DIV DIRECTOR 2.00 X 0 0 0 DARLEE CROCKETT DIRECTOR 2.00 X 0 0 0 DENISE SPILLANE DIRECTOR 2.00 X 0 0 0 ELLEN RAUTENBERG DIRECTOR 2.00 X 0 0 0 ERNESTINA COAST PHD DIRECTOR 2.00 X 0 0 0 JANE HUGHES DIRECTOR 2.00 X 0 0 0 JEFFREY SMITH MD MPH DIRECTOR 2.00 X 0 0 0 JOTHAM MUSINGUZI MD DIRECTOR 2.00 X 0 0 0 KETAYOUN DARVICH-KODJOURI DIRECTOR 2.00 X 0 0 0 LAURA MAMO PHD DIRECTOR 2.00 X 0 0 0 LISA IKEMOTO JD DIRECTOR 2.00 X 0 0 0 LOU TURNER ZELLNER DIRECTOR 2.00 X 0 0 0 MARCELA HOWELL DIRECTOR 2.00 X 0 0 0 MELISSA GILLIAM MD MPH DIRECTOR 2.00 X 0 0 0 MICHAEL KLEIN DIRECTOR 2.00 X 0 0 0 MOISES RUSSO MD DIRECTOR 2.00 X 0 0 0 NICOLE GRAY MA MPP MPH DIRECTOR 2.00 X 0 0 0 NOZER SHERIAR MD DIRECTOR 2.00 X 0 0 0 PATRICIA AIKINS MURPHY CNM DRPH FA DIRECTOR 2.00 X 0 0 0 PAUL SPERRY DIRECTOR 2.00 X 0 0 0 RACHEL CAMPBELL SNOW SCD DIRECTOR 2.00 X 0 0 0 ROBERTA SCHNEIDERMAN DIRECTOR 2.00 X 0 0 0 SILVIA HENRIQUEZ DIRECTOR 2.00 X 0 0 0 SOFIA MARY GRUSKIN JD MIA DIRECTOR 2.00 X 0 0 0 WENDY BOSTWICK PHD DIRECTOR 2.00 X 0 0 0 ANN STARRS PRESIDENT & CEO 35.00 X 293354 0 64500 SUSHEELA SINGH VP INTERNATIONAL RESEARCH 35.00 X 268197 0 70568 CYNTHIA SUMMERS EVP, VP PUBLIC ED & COMMUNICATIONS 35.00 X 215045 0 51769 RACHEL GOLD VP PUBLIC POLICY 35.00 X 209136 0 54610 MAUREEN BURNLEY VP FINANCE AND ADMIN 35.00 X 194912 0 45793 LAWRENCE FINER VP DOMESTIC RESEARCH 35.00 X 200394 0 29376 JONATHAN WITTENBERG VP DEVELOPMENT 35.00 X 192165 0 36569 JACQUELINE DARROCH SENIOR FELLOW 35.00 X 202143 0 53768 GUSTAVO SUAREZ DIRECTOR OF COMMUNICATIONS 35.00 X 192354 0 48231 AKINRINOLA BANKOLE SENIOR FELLOW 35.00 X 184930 0 54347 DORE HOLLANDER EXECUTIVE COMMUNICATIONS EDITOR 35.00 X 177579 0 45432 HEATHER BOONSTRA DIRECTOR 35.00 X 175194 0 32766 2505403 0 587729 46 0 1 0 CDC FOUNDATION 55 PARK PLACE ATLANTA GA 30303 PROGRAM SUB CONTRACTOR 1308959 UNIVERSITY OF ZIMBABWE-UCSF 15 PHILIPS AVENUE HARARE ZI PROGRAM SUB CONTRACTOR 276119 ATEN DESIGN GROUP 3507 RINGSBY CT DENVER CO 80216 PROGRAM SUB CONTRACTOR 195121 IPAS PO BOX 9990 CHAPEL HILL NC 27515 PROGRAM SUB CONTRACTOR 160000 CORPORATE POWER INC 62 WILLIAM STREET NEW YORK NY 10005 COMPUTER SUPPORT 124397 7 13610210 9842898 1308959 23453108 PUBLICATIONS 900099 3884 3884 3884 368818 368818 25562 25562 49098228 48985121 113107 113107 113107 MISCELLANEOUS 900099 10943 10943 10943 23975422 3884 0 518430 X 1926388 1456950 240705 228733 9834169 8436007 1219156 179006 856621 693863 126780 35978 1265316 725342 390192 149782 790160 640030 116944 33186 59681 50848 5849 2984 129100 109993 12652 6455 126010 126010 101252 101252 3428008 3028175 347626 52207 173829 114015 48158 11656 266486 186925 71052 8509 1910856 1547144 282682 81030 1018263 742416 231146 44701 137250 100111 30942 6197 680417 568392 82223 29802 DUES, SUBSCRIPTIONS, & 119539 57945 45119 16475 MISCELLANEOUS 62279 57369 4710 200 22885624 18515525 3357188 1012911 2044079 937290 6892326 8760450 11888408 13813736 116634 158416 180281 251929 18018476 6866811 11067603 11151665 19803896 16732184 1132613 1273685 134585 157019 53260425 53236374 984402 1410910 9004241 8780466 728351 756103 10716994 10947479 X 12668910 13962127 25019283 23471530 4855238 4855238 42543431 42288895 53260425 53236374 X 1089798 483554 -1827888 X X 0 1 X 1 1 1 X 21896273 21661037 16097083 18054764 23453108 101162265 21896273 21661037 16097083 18054764 23453108 101162265 41781881 59380384 468663 308943 377652 481969 394380 2031607 42280 22466 4266 153669 10943 233624 103427496 52275 0.57410 0.65490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22478 22478 22863146 22885624 1000000 250000 0 0 965217 1000000 1000000 1000000 3965217 5947826 57988 25982 27831 22478 134279 241304 250000 250000 250000 991304 1486956 6170054 237739 207066 6200727 6390061 -30518 189489 6170054 6206144 355134 171217 6390061 3046880 1358950 1959100 158786 6206144 1893090 1153790 3046880 0.78300 0.21700 0 0 11966673 2907902 9058771 2101749 868075 1233674 1683518 1254498 429020 2266536 1836336 430200 11151665 DEFERRED RENT PAYABLE 245549 POSTRETIREMENT BENEFITS PAYABLE 510554 756103 X 22529836 483554 -1827888 -1344334 23874170 101252 101252 23975422 22784372 0 22784372 101252 101252 22885624 PART V, LINE 4: THE INSTITUTE'S ENDOWMENTS CONSIST OF A DONOR- RESTRICTED ENDOWMENT FUND TO BE USED FOR GENERAL OPERATIONS AND ENDOWMENT GIFTS TOTALING $1 MILLION TO BE USED FOR BIXBY FELLOWSHIPS. PART X, LINE 2: THE INSTITUTE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT BENEFIT PLAN ADJUSTMENT 31,600. FOREIGN EXCHANGE LOSS -1,859,488. SOUTH AMERICA 0 2 PROGRAM SERVICES RESEARCH AND COMMUNICATION ACTIVITY 440413 SUB-SAHARAN AFRICA 0 7 PROGRAM SERVICES RESEARCH AND COMMUNICATION ACTIVITY 622039 SOUTH ASIA 0 2 PROGRAM SERVICES RESEARCH AND COMMUNICATION ACTIVITY 83531 0 11 0 0 0 11 1145983 0 1145983 0 0 0 0 0 0 PART I, LINE 2: GUTTMACHER ENTERS INTO CONTRACTS WITH ITS PARTNERS TO PERFORM TASKS THAT ARE IN COMPLIANCE WITH GUTTMACHER'S MISSION. WE MONITOR THESE TASKS BY REQUESTING INTERIM AND FINAL FINANCIAL REPORTS TO TRACK SPENDING. WE ALSO VISIT THESE PARTNERS AT LEAST ONCE DURING THE CONTRACT PERIOD TO ENSURE THAT THE CONTRACTED TASKS ARE PERFORMED. IN ADDITION, WE ARE IN REGULAR CONTACT WITH THE PARTNERS VIA PHONE, EMAIL AND SKYPE. X 1 TRIPI CONSULTING LLC 255 PLUTARCH ROAD HIGHLAND NY 12528 DIRECT MAIL 0 143210 17200 126010 143210 17200 126010 AL AZ CA FL IL KS KY ME MD MA MI MN MS NH NJ NY NC OR PA RI SC TN UT VA WV AK AR CO CT GA NM ND OH OK WA WI LA 1 X X X 0 0 0 0 0 0 0 0 0 ANN STARRS PRESIDENT & CEO 292802 0 0 0 552 0 30250 0 34250 0 357854 0 0 0 SUSHEELA SINGH VP INTERNATIONAL RESEARCH 265149 0 0 0 3048 0 27990 0 42578 0 338765 0 0 0 CYNTHIA SUMMERS EVP, VP PUBLIC ED & COMMUNICATIONS 214805 0 0 0 240 0 22500 0 29269 0 266814 0 0 0 RACHEL GOLD VP PUBLIC POLICY 207552 0 0 0 1584 0 21507 0 33103 0 263746 0 0 0 MAUREEN BURNLEY VP FINANCE AND ADMIN 193328 0 0 0 1584 0 18454 0 27339 0 240705 0 0 0 LAWRENCE FINER VP DOMESTIC RESEARCH 200034 0 0 0 360 0 20201 0 9175 0 229770 0 0 0 JONATHAN WITTENBERG VP DEVELOPMENT 191949 0 0 0 216 0 19780 0 16789 0 228734 0 0 0 JACQUELINE DARROCH SENIOR FELLOW 197199 0 0 0 4944 0 20179 0 33589 0 255911 0 0 0 GUSTAVO SUAREZ DIRECTOR OF COMMUNICATIONS 190770 0 0 0 1584 0 18496 0 29735 0 240585 0 0 0 AKINRINOLA BANKOLE SENIOR FELLOW 183346 0 0 0 1584 0 19234 0 35113 0 239277 0 0 0 DORE HOLLANDER EXECUTIVE COMMUNICATIONS EDITOR 175995 0 0 0 1584 0 17804 0 27628 0 223011 0 0 0 HEATHER BOONSTRA DIRECTOR 174729 0 0 0 465 0 13472 0 19294 0 207960 0 0 0 A NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438DR6 2007-05-01 1885000 COST OF PROPERTY ACQUISITION 0 0 0 B NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY 132906040 649438DS4 2007-05-01 9115000 COST OF PROPERTY ACQUISITION 0 0 0 A 1885000 1885000 37700 1847300 2007 0 0 0 0 B 9115000 64357 9050643 2007 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 X 1 1308959 COMPARABLE SALES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE 990 FOR SUBMISSION. ONCE THE AUDIT COMMITTEE HAS SIGNED OFF, THE 990 IS EMAILED TO ALL BOARD MEMBERS AND THEY ARE ASKED TO CONFIRM THAT THEY HAVE RECEIVED THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, KEY EMPLOYEES AND DIRECTORS ARE REQUIRED TO REVIEW, DISCLOSE POTENTIAL CONFLICTS, AND SIGN THE CONFLICT OF INTERESTS POLICY ANNUALLY. THE AUDIT COMMITTEE GATHERS ALL MATERIAL FACTS CONCERNING ANY DISCLOSED CONFLICTS. THE INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR DELIBERATION. IF NECESSARY, THE BOARD VOTES UPON THE APPROPRIATE ACTION WHILE THE INTERESTED PERSON IS EXCUSED. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMPENSATION COMMITTEE, CONSISTING OF THE BOARD CHAIR, THE FINANCE COMMITTEE CHAIR, AND THE IMMEDIATE PAST BOARD CHAIR, SETS COMPENSATION FOR THE CEO AND REVIEWS COMPENSATION FOR ALL OTHER OFFICERS (I.E. VICE PRESIDENTS). THESE INDIVIDUALS EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE INSTITUTE AND ARE, AS SUCH, "DISQUALIFIED PERSONS" WITHIN THE, MEANING OF SECTION 4958 (F) (1) OF THE INTERNAL REVENUE CODE. THE EXECUTIVE COMPENSATION COMMITTEE'S PRIMARY PURPOSE IS TO ENSURE THAT EXECUTIVE COMPENSATION PACKAGES REPRESENT REASONABLE REMUNERATION FOR THE SERVICES PERFORMED AND TO ENSURE COMPLIANCE WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL LAWS. PRIOR TO THE OCTOBER BOARD MEETING, THE COMMITTEE REVIEWS COMPENSATION FOR SENIOR EXECUTIVES AT COMPARABLE NON-PROFIT ORGANIZATIONS, WITH STAFFING LEVELS AND BUDGETS ON PAR WITH THOSE OF THE INSTITUTE, AND WHICH CONDUCT ACTIVITIES SIMILAR IN SCOPE AND PURPOSE TO THOSE OF THE INSTITUTE, IN ORDER TO BENCHMARK OUR COMPENSATION PRACTICES FOR OFFICERS. THE COMMITTEE MAY ALSO REVIEW SURVEYS COMPILED BY INDEPENDENT FIRMS AND OTHER ORGANIZATIONS' PUBLIC DOCUMENTATION OF SALARY PRACTICES. THE COMMITTEE REPORTS ITS COMPENSATION DETERMINATIONS ANNUALLY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS MUST APPROVE THE CEO COMPENSATION PACKAGE AND BE INFORMED OF THE COMPENSATION OF THE OTHER OFFICERS. THIS PROCESS WAS LAST CONDUCTED ON OCTOBER 2016. FORM 990, PART VI, SECTION C, LINE 19 MEMBERS OF THE PUBLIC MAY REQUEST A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BY PHONE, EMAIL OR MAIL. COPIES OF THE REQUESTED DOCUMENTS ARE SENT TO THEM VIA THE MEDIUM OF THEIR CHOICE. FORM 990, PART IX, LINE 11G PROGRAM SUB-CONTRACTS: PROGRAM SERVICE EXPENSES 2,139,287. MANAGEMENT AND GENERAL EXPENSES 245,729. FUNDRAISING EXPENSES 24,091. TOTAL EXPENSES 2,409,107. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 87,211. MANAGEMENT AND GENERAL EXPENSES 10,018. FUNDRAISING EXPENSES 982. TOTAL EXPENSES 98,211. RECRUITMENT COSTS: PROGRAM SERVICE EXPENSES 26,319. MANAGEMENT AND GENERAL EXPENSES 3,023. FUNDRAISING EXPENSES 296. TOTAL EXPENSES 29,638. CONSULTING FEES: PROGRAM SERVICE EXPENSES 775,358. MANAGEMENT AND GENERAL EXPENSES 88,856. FUNDRAISING EXPENSES 9,638. TOTAL EXPENSES 873,852. MAILING SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,200. TOTAL EXPENSES 17,200. FORM 990, PART XI, LINE 9: POSTRETIREMENT MEDICAL BENEFITS PLAN ADJUSTMENT 31,600. FOREIGN EXCHNAGE LOSS -1,859,488. FORM 990, PART XII, LINE 2 C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR