GARRISON INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GARRISON INSTITUTE (EIN 01-0597067)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202523179349301762
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)
Return2025-11-13T07:47:28-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010597067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GARRISON INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARRBusinessNameControlTxt
Phone8454244800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE VARLEYPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone8454244800PhoneNum
Signature2025-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE VARLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,070,948GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GARRISONINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionDEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,936,181PYContributionsGrantsAmt
CY Contributions Grants$2,138,900CYContributionsGrantsAmt
PY Program Service Revenue$1,655,508PYProgramServiceRevenueAmt
CY Program Service Revenue$1,902,358CYProgramServiceRevenueAmt
PY Investment Income$7PYInvestmentIncomeAmt
CY Investment Income$17CYInvestmentIncomeAmt
PY Other Revenue$192,887PYOtherRevenueAmt
CY Other Revenue$29,673CYOtherRevenueAmt
PY Total Revenue$4,784,583PYTotalRevenueAmt
CY Total Revenue$4,070,948CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,039CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,691,237PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,746,179CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$379,998CYTotalFundraisingExpenseAmt
PY Other Expenses$2,825,062PYOtherExpensesAmt
CY Other Expenses$2,413,878CYOtherExpensesAmt
PY Total Expenses$4,516,299PYTotalExpensesAmt
CY Total Expenses$4,168,096CYTotalExpensesAmt
PY Revenues Less Expenses$268,284PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$97,148CYRevenuesLessExpensesAmt
Total Assets BOY$1,245,209TotalAssetsBOYAmt
Total Assets EOY$1,124,006TotalAssetsEOYAmt
Total Liabilities BOY$612,941TotalLiabilitiesBOYAmt
Total Liabilities EOY$588,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$632,268NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$535,120NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE GARRISON INSTITUTE'S MISSION IS TO APPLY THE SKILLS AND WISDOM CULTIVATED THROUGH CONTEMPLATIVE PRACTICE, TOGETHER WITH THE INSIGHTS EMERGING FROM SCIENCE, TO TODAY'S URGENT SOCIAL AND ENVIRONMENTAL CHALLENGES, LEVERAGING TRANSFORMATIONAL CHANGE AND HELPING BUILD A MORE COMPASSIONATE, RESILIENT FUTURE. WE ENVISION A FUTURE IN WHICH CONTEMPLATION IS WIDELY RECOGNIZED AND PRACTICED AS A PATHWAY TO SOCIAL AND ENVIRONMENTAL TRANSFORMATION. CONTEMPLATION INFUSES OUR ACTIONS WITH THE AWARENESS THAT WE LIVE IN A RELATIONAL WORLD, WHERE EVERYONE AND EVERYTHING IS CONNECTED AND INTERDEPENDENT. TOGETHER WITH INSIGHTS FROM SCIENCE AND ETHICS, THIS AWARENESS WILL INCREASINGLY BE CULTIVATED AND APPLIED TO CHANGING BEHAVIORS AND MINDSETS, SHIFTING THE CURRENT PARADIGM TOWARDS A HOLISTIC, INTERCONNECTED ONE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,141,947ExpenseAmt
Grant$8,039GrantAmt
Revenue$1,869,037RevenueAmt
DescTHE RETREAT CENTER AT GARRISON INSTITUTE HOSTED OVER 50 IN PERSON RETREATS AND EVENTS AS WELL AS 6 VIRTUAL RETREATS/COURSES WITH AN ARRAY OF SPIRITUAL MASTER TEACHERS TEACHING ON TOPICS FROM THE WORLD'S WISDOM TRADITIONS. THE CENTER'S WORK FOCUSES ON EXPLORING THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. THIS YEAR WE HOSTED OVER 3,000 ATTENDEES AND WELCOMED PEOPLE FROM ALL OVER THE US AND INTERNATIONALLY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$356,067ExpenseAmt
Revenue$29,618RevenueAmt
DescTHE CONTEMPLATIVE BASED RESILIENCE PROGRAM (CBR) OFFERS RESILENCE TRAINING IN MIND-BODY CONTEMPLATIVE PRACTICES TO SUPPORT THE WELL-BEING OF HELPING PROFESSIONALS AND CHANGEMAKERS SUCH AS HEALTH CARE WORKERS, SOCIAL WORKERS, HUMANITARIAN STAFF, AND OTHERS. ONE OF THE FIRST PROGRAMS OF ITS KIND, CBR OFFERS EVIDENCE-BASED TOOLS TO DEEPEN SELF-AWARENESS AND SELF-CARE, SO ATTENDEES CAN "BE WELL TO SERVE WELL." IN VIEW OF THE VAST NEED AND DEMAND, THE CBR PROJECT NOW OFFERS LEADERSHIP COURSES FOR NONPROFIT LEADERS WHO CAN HELP THEIR ORGANIZATIONS ADOPT CBR TOOLS. AS CBR EMBARKS ON ITS THIRD DECADE, THE PROGRAM CONTINUES ITS DEDICATION TO THOSE PEOPLE AND ORGANIZATIONS WHO DEDICATE THEMSELVES TO SERVING OTHERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$216,817ExpenseAmt
Revenue$2,981RevenueAmt
DescTHE PATHWAYS TO PLANETARY HEALTH INITIATIVE RECOGNIZES THAT THE WELLBEING OF PEOPLE AND EARTH ARE DEEPLY INTERCONNECTED. ITS WORK BUILDS UNDERSTANDING OF PLANETARY HEALTH THROUGH SCIENTIFIC INQUIRY AND CONTEMPLATIVE PRACTICE ACROSS TRADITIONS, THROUGH CONVENING LEADERS, CONDUCTING APPLIED RESEARCH AND STRATEGICALLY ENGAGING WITH DECISIONMAKERS, DEVELOPING LEADERSHIP PROGRAMS, AND WEAVING CONTEMPLATIVE PRACTICE THROUGHOUT THE WORK.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$507,714ExpenseAmt
Revenue$722RevenueAmt
DescOTHER PROGRAMS INCLUDE FELLOWSHIPS, VIRTUAL PROGRAMS, SPIRITUALITY AND SOCIAL IMPACT, AND FISCAL SPONSORSHIP FOR THE HEALING-CENTERED PROJECT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$507,714TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$722TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,222,545TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document57IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEANNE JOHNSON THE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8454244800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 532AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JONATHAN FP ROSE
BOARD CHAIR2.00Yes (X)Yes (X)$0$0$0
SEBASTIAN ZUGMAN
TREASURER2.00Yes (X)Yes (X)$0$0$0
MANISH CHOPRA
BOARD MEMBER1.00Yes (X)$0$0$0
KAIRA JEWEL LINGO
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL SIEGEL
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN RENNIE GROSSMAN
EXECUTIVE DIRECTOR TO 6/202440.00Yes (X)$228,449$0$34,176
STEVE VARLEY
MANAGING DIRECTOR FROM 7/202440.00Yes (X)$164,116$0$9,260
JEANNE ENGLERT
CHIEF OPERATIONS OFFICER40.00$143,106$0$26,731Yes (X)
CHRISTINA TINARI
PROGRAM DIRECTOR40.00$140,975$0$10,284Yes (X)
STEPHEN POSNER
PROGRAM DIRECTOR40.00$132,555$0$526Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$809,201TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$80,977TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRESH COMPANYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityGARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10524ZIPCd
FieldValueIRS element (for citing)
ServicesCATERING SERVICESServicesDesc
Compensation$463,172CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,138,900AllOtherContributionsAmt
Total Contributions$2,138,900TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES900099$1,846,352$1,846,352
PROGRAM REVENUE900099$56,006$56,006
FieldValueIRS element (for citing)
Total Program Service Revenue$1,902,358TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17TotalRevenueColumnAmt
Exclusion$17ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$29,673TotalRevenueColumnAmt
Exclusion$29,673ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$29,673OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,070,948TotalRevenueColumnAmt
Related Or Exempt Func Income$1,902,358RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$29,690ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,039TotalAmt
Program Services$8,039ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$436,001TotalAmt
Program Services$261,870ProgramServicesAmt
Management And General$99,988ManagementAndGeneralAmt
Fundraising$74,143FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,004,782TotalAmt
Program Services$603,490ProgramServicesAmt
Management And General$230,427ManagementAndGeneralAmt
Fundraising$170,865FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,030TotalAmt
Program Services$6,625ProgramServicesAmt
Management And General$2,530ManagementAndGeneralAmt
Fundraising$1,875FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$182,461TotalAmt
Program Services$88,976ProgramServicesAmt
Management And General$68,515ManagementAndGeneralAmt
Fundraising$24,970FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$111,905TotalAmt
Program Services$67,212ProgramServicesAmt
Management And General$25,663ManagementAndGeneralAmt
Fundraising$19,030FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,350TotalAmt
Program Services$950ProgramServicesAmt
Management And General$400ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,212TotalAmt
Program Services$57,980ProgramServicesAmt
Management And General$3,411ManagementAndGeneralAmt
Fundraising$6,821FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$274,422TotalAmt
Program Services$143,210ProgramServicesAmt
Management And General$89,862ManagementAndGeneralAmt
Fundraising$41,350FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,045TotalAmt
Program Services$16,905ProgramServicesAmt
Management And General$3,644ManagementAndGeneralAmt
Fundraising$2,496FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$230,608TotalAmt
Program Services$196,017ProgramServicesAmt
Management And General$11,530ManagementAndGeneralAmt
Fundraising$23,061FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$404,508TotalAmt
Program Services$401,373ProgramServicesAmt
Management And General$1,598ManagementAndGeneralAmt
Fundraising$1,537FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$56,291TotalAmt
Program Services$56,291ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT PROGRAM COST$1,098,926$1,089,188$9,738
COMMUNICATIONS$110,366$87,703$10,681$11,982
HOUSEKEEPING$86,301$86,301
CREDIT CARD FEES$35,208$34,817$391

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,641TotalAmt
Program Services$15,598ProgramServicesAmt
Management And General$7,566ManagementAndGeneralAmt
Fundraising$1,477FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,168,096TotalAmt
Program Services$3,222,545ProgramServicesAmt
Management And General$565,553ManagementAndGeneralAmt
Fundraising$379,998FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$247,627BOYAmt
EOY$139,162EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,378BOYAmt
EOY$403,149EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$200,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$655,560BOYAmt
EOY$19,792EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$61,549BOYAmt
EOY$34,306EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,245,256LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$917,659LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$268,095BOYAmt
EOY$327,597EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,245,209BOYAmt
EOY$1,124,006EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$313,743BOYAmt
EOY$323,650EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$299,198BOYAmt
EOY$265,236EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$612,941BOYAmt
EOY$588,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$60,782BOYAmt
EOY$14,287EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$693,050BOYAmt
EOY$520,833EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$632,268BOYAmt
EOY$535,120EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,245,209BOYAmt
EOY$1,124,006EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$97,148ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,589,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,380,699CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,271,692CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,936,181CurrentTaxYearMinus1YearAmt
Current Tax Year$2,138,900CurrentTaxYearAmt
Total$11,316,806TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,200,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$388,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,289,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,655,508CurrentTaxYearMinus1YearAmt
Current Tax Year$1,902,358CurrentTaxYearAmt
Total$6,436,167TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,789,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,769,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,561,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,591,689CurrentTaxYearMinus1YearAmt
Current Tax Year$4,041,258CurrentTaxYearAmt
Total$17,752,973TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$496,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,053,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,010,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,246,016CurrentTaxYearMinus1YearAmt
Current Tax Year$869,892CurrentTaxYearAmt
Total$4,675,790TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$496,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,053,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,010,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,246,016CurrentTaxYearMinus1YearAmt
Current Tax Year$869,892CurrentTaxYearAmt
Total$4,675,790TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$13,077,183PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7CurrentTaxYearMinus1YearAmt
Current Tax Year$17CurrentTaxYearAmt
Total$4,331TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,135CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$966CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7CurrentTaxYearMinus1YearAmt
Current Tax Year$17CurrentTaxYearAmt
Total$4,331TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,944CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$162,505CurrentTaxYearMinus1YearAmt
Current Tax Year$29,673CurrentTaxYearAmt
Total$222,749TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,792,749CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,779,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,582,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,754,201CurrentTaxYearMinus1YearAmt
Current Tax Year$4,070,948CurrentTaxYearAmt
Total$17,980,053TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.72730PublicSupportCY509Pct
Public Support PY5090.75160PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00060InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$693,050BeginningYearBalanceAmt
Contributions$325,000ContributionsAmt
Other Expenditures$497,217OtherExpendituresAmt
End Year Balance$520,833EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$152,500BeginningYearBalanceAmt
Contributions$1,175,050ContributionsAmt
Other Expenditures$634,500OtherExpendituresAmt
End Year Balance$693,050EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,955BeginningYearBalanceAmt
Contributions$137,500ContributionsAmt
Other Expenditures$125,955OtherExpendituresAmt
End Year Balance$152,500EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,377BeginningYearBalanceAmt
Contributions$150,561ContributionsAmt
Other Expenditures$39,983OtherExpendituresAmt
End Year Balance$140,955EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,828BeginningYearBalanceAmt
Contributions$33,693ContributionsAmt
Other Expenditures$79,144OtherExpendituresAmt
End Year Balance$30,377EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$531,086OtherCostOrOtherBasisAmt
Depreciation$341,579DepreciationAmt
Book Value$189,507BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$610,496OtherCostOrOtherBasisAmt
Depreciation$472,406DepreciationAmt
Book Value$138,090BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,674OtherCostOrOtherBasisAmt
Depreciation$103,674DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$327,597TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,462,909TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$400,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$400,000RevenueNotReportedAmt
Revenue Subtotal$4,062,909RevenueSubtotalAmt
Other Revenues Not Included$8,039OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$8,039RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,070,948TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,560,057TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$400,000DonatedServicesUseFcltsAmt
Expenses Not Reported$400,000ExpensesNotReportedAmt
Expenses Subtotal$4,160,057ExpensesSubtotalAmt
Other Expenses Not Included$8,039OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$8,039ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,168,096TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INSTITUTE REPORTS GIFTS OF CASH AND OTHER ASSETS AS SUPPORT WITH DONOR RESTRICTIONS IF THEY ARE RECEIVED WITH DONOR IMPOSED RESTRICTIONS THAT LIMIT THE USE OF THE DONATED ASSETS. WHEN A DONOR RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME RESTRICTION ENDS OR PURPOSE RESTRICTION IS ACCOMPLISHED, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS. THE BALANCE IN THE INSTITUTE'S NET ASSETS WITH DONOR RESTRICTIONS HAVE TIME AND PURPOSE RESTRICTIONS AND WILL BE USED TO FUND THE INSTITUTE'S MISSION.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIP ASSISTANCE 8,039.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIP ASSISTANCE 8,039.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIP ASSISTANCEGrantTypeTxt
Recipient78RecipientCnt
Non Cash Assistance$8,039NonCashAssistanceAmt
Valuation Method UsedREGISTRATION FEE RATESValuationMethodUsedDesc
Non Cash AssistanceSCHOLARSHIPSNonCashAssistanceDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KAREN RENNIE GROSSMAN
EXECUTIVE DIRECTOR TO 6/2024$228,449$0$0$0$0$0$0$0$34,176$0$262,625$0$0$0
STEVE VARLEY
MANAGING DIRECTOR FROM 7/2024$164,116$0$0$0$0$0$0$0$9,260$0$173,376$0$0$0
JEANNE ENGLERT
CHIEF OPERATIONS OFFICER$142,606$0$500$0$0$0$520$0$26,211$0$169,837$0$0$0
CHRISTINA TINARI
PROGRAM DIRECTOR$140,975$0$0$0$0$0$0$0$10,284$0$151,259$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1THE GARRISON INSTITUTE'S MISSION IS TO APPLY THE SKILLS AND WISDOM CULTIVATED THROUGH CONTEMPLATIVE PRACTICE, TOGETHER WITH THE INSIGHTS EMERGING FROM SCIENCE, TO TODAY'S URGENT SOCIAL AND ENVIRONMENTAL CHALLENGES, LEVERAGING TRANSFORMATIONAL CHANGE AND HELPING BUILD A MORE COMPASSIONATE, RESILIENT FUTURE. WE ENVISION A FUTURE IN WHICH CONTEMPLATION IS WIDELY RECOGNIZED AND PRACTICED AS A PATHWAY TO SOCIAL AND ENVIRONMENTAL TRANSFORMATION. CONTEMPLATION INFUSES OUR ACTIONS WITH THE AWARENESS THAT WE LIVE IN A RELATIONAL WORLD, WHERE EVERYONE AND EVERYTHING IS CONNECTED AND INTERDEPENDENT. TOGETHER WITH INSIGHTS FROM SCIENCE AND ETHICS, THIS AWARENESS WILL INCREASINGLY BE CULTIVATED AND APPLIED TO CHANGING BEHAVIORS AND MINDSETS, SHIFTING THE CURRENT PARADIGM TOWARDS A HOLISTIC, INTERCONNECTED ONE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED BY MANAGEMENT, THE BOARD CHAIR AND BOARD TREASURER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CKEY STAFF AND BOARD MEMBERS ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST POLICY IN WRITING ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE INSTITUTE UTILIZES AN INDEPENDENT CONSULTING FIRM WHO PROVIDES COMPARABILITY DATA FOR THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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