INSTITUTE FOR POLICY STUDIES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR POLICY STUDIES (EIN 52-0788947)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201613069349301001
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T10:38:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH STREET NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520788947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR POLICY STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CAVANAGH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2022349382 | PhoneNum |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER S HAN | PreparerPersonNm |
| PTIN | P00633304 | PTIN |
| Phone | 2022937000 | PhoneNum |
| Preparation | 2016-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN CAVANAGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW NO 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,429,484 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IPS-DC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH AND VISIONARY THINKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,016,024 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,799,890 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,041 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,770 | CYProgramServiceRevenueAmt |
| PY Investment Income | $115,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,295 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,105 | PYOtherRevenueAmt |
| CY Other Revenue | $27,733 | CYOtherRevenueAmt |
| PY Total Revenue | $6,239,864 | PYTotalRevenueAmt |
| CY Total Revenue | $3,963,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,046,153 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,313,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $335,365 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,338,232 | PYOtherExpensesAmt |
| CY Other Expenses | $1,787,581 | CYOtherExpensesAmt |
| PY Total Expenses | $3,487,435 | PYTotalExpensesAmt |
| CY Total Expenses | $4,184,183 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,752,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$220,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,862,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,568,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $350,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,079 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,511,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,295,443 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR POLICY STUDIES IS A 53-YEAR-OLD ORGANIZATION THAT TRANSFORMS IDEAS INTO ACTION FOR PEACE, JUSTICE AND THE ENVIRONMENT. IPS RESEARCHERS STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH, VISIONARY THINKING, AND LINKS TO THE GRASSROOTS, SCHOLARS, AND ELECTED OFFICIALS. WE EMPOWER PEOPLE TO BUILD HEALTHY AND DEMOCRATIC COMMUNITIES LOCALLY, IN THE UNITED STATES, AND IN THE WORLD. COMBINING RESEARCH, ADVOCACY, EDUCATION, AND ORGANIZING, IPS WORKS ACROSS DISCIPLINES, BRINGING TOGETHER CREATIVE MINDS FROM VARIED BACKGROUNDS TO PROVIDE INFORMATION, ANALYSIS, AND ACTION FOR SOCIAL CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,083,103 | ExpenseAmt |
| Grant | $28,350 | GrantAmt |
| Revenue | $75,835 | RevenueAmt |
| Desc | NEW ECONOMY: IPS HAS BEEN A LEADER IN STRENGTHENING CITIZEN RESPONSES TO THE GLOBAL ECONOMY THROUGH RESEARCH, WRITING, FILM, EDUCATION, AND COALITION BUILDING. THE PROJECT HAS PRODUCED DOZENS OF BOOKS, ARTICLES, FILMS, AND EDUCATIONAL MATERIALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $891,988 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Revenue | $16,550 | RevenueAmt |
| Desc | COMMON SECURITY: IPS DEVELOPED AND PROMOTED AN ALTERNATIVE APPROACH TO SETTING NATIONAL SECURITY PRIORITIES WITH ITS UNIFIED SECURITY BUDGET AND CLIMATE SECURITY BUDGETS. OUR RECOMMENDATIONS EMPHASIZED NON-MILITARY SOLUTIONS TO THE CORE SECURITY CHALLENGES OF CLIMATE CHANGE, GLOBAL POVERTY, TERRORISM AND REGIONAL WARS. WE TOOK THIS CONVERSATION TO THE LOCAL LEVEL BY EDUCATING LOCALLY ELECTED OFFICIALS ABOUT THIS APPROACH AND HELPING THEM TO START DIALOGUES IN THEIR COMMUNITIES ABOUT THESE ISSUES. NUMEROUS REPORTS AND A BOOK ON THE WAR IN AFGHANISTAN WERE ALSO PRODUCED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,778 | ExpenseAmt |
| Desc | SPECIAL PROJECTS: IPS NURTURED THE DEVELOPMENT OF SEVERAL PROJECTS WORKING TO BUILD A MORE JUST, PEACEFUL, AND SUSTAINABLE WORLD IN THE U.S. AND AROUND THE GLOBE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $30,059 | $30,000 | $0 | FISCAL SPONSORS: ON OCCASION, IPS SERVES AS A FISCAL SPONSOR FOR BUDDING PROJECTS AND PROGRAMS THAT ARE ALIGNED WITH IPS'S MISSION. |
| $213,134 | $10,385 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $243,193 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $30,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,385 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,579,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFANY WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022349382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ETHELBERT MILLER | ||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA EHRENREICH | ||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BURKE STANSBURY | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH ANDERSON | ||||||
| SECRETARY/FELLOW | 37.50 | Yes (X) | Yes (X) | $60,000 | $0 | $8,163 |
| LEWIS STEEL | ||||||
| GENERAL COUNSEL | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN CAVANAGH | ||||||
| TRUSTEE/DIRECTOR | 37.50 | Yes (X) | Yes (X) | $80,656 | $0 | $18,473 |
| HARRY BELAFONTE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BOROSAGE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES EARLY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NOURA ERAKAT | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JODIE EVANS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOPE FOLARIN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SARITA GUPTA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATRINA VANDEN HEUVEL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE JANSS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN MALOY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARCUS RASKIN | ||||||
| TRUSTEE/FELLOW | 20.00 | Yes (X) | $55,401 | $0 | $2,209 | |
| ANDY SHALLAL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARVIN STENDER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $196,057 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,845 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC BAYARD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6930 PINEY BRANCH ROAD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $146,919 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,281 | FundraisingAmt |
| All Other Contributions | $3,756,609 | AllOtherContributionsAmt |
| Noncash Contributions | $72,763 | NoncashContributionsAmt |
| Total Contributions | $3,799,890 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $102,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,770 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,770 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,844 | TotalRevenueColumnAmt |
| Exclusion | $31,844 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,121 | TotalRevenueColumnAmt |
| Exclusion | $3,121 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,166 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,166 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,166 | TotalRevenueColumnAmt |
| Exclusion | $31,166 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $463,187 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $461,736 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,451 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,451 | TotalRevenueColumnAmt |
| Exclusion | $1,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,060 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,281 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,060 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$6,554 | TotalRevenueColumnAmt |
| Exclusion | -$6,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,554 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,963,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,770 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,350 | TotalAmt |
| Program Services | $23,350 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,902 | TotalAmt |
| Program Services | $133,155 | ProgramServicesAmt |
| Management And General | $19,268 | ManagementAndGeneralAmt |
| Fundraising | $72,479 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,819 | TotalAmt |
| Program Services | $1,471,210 | ProgramServicesAmt |
| Management And General | $109,917 | ManagementAndGeneralAmt |
| Fundraising | $75,692 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,935 | TotalAmt |
| Program Services | $21,186 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,939 | TotalAmt |
| Program Services | $217,000 | ProgramServicesAmt |
| Management And General | $20,242 | ManagementAndGeneralAmt |
| Fundraising | $18,697 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,657 | TotalAmt |
| Program Services | $128,333 | ProgramServicesAmt |
| Management And General | $12,578 | ManagementAndGeneralAmt |
| Fundraising | $11,746 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,869 | TotalAmt |
| Management And General | $75,869 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,532 | TotalAmt |
| Program Services | $803,325 | ProgramServicesAmt |
| Management And General | $10,607 | ManagementAndGeneralAmt |
| Fundraising | $63,600 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,552 | TotalAmt |
| Program Services | $8,676 | ProgramServicesAmt |
| Management And General | $866 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,853 | TotalAmt |
| Program Services | $37,977 | ProgramServicesAmt |
| Management And General | $57,289 | ManagementAndGeneralAmt |
| Fundraising | $4,587 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,844 | TotalAmt |
| Program Services | $11,405 | ProgramServicesAmt |
| Management And General | $115,794 | ManagementAndGeneralAmt |
| Fundraising | $6,645 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,605 | TotalAmt |
| Program Services | $49,620 | ProgramServicesAmt |
| Management And General | $269,985 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,043 | TotalAmt |
| Program Services | $112,698 | ProgramServicesAmt |
| Management And General | $3,024 | ManagementAndGeneralAmt |
| Fundraising | $9,321 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,814 | TotalAmt |
| Program Services | $33,815 | ProgramServicesAmt |
| Management And General | $2,291 | ManagementAndGeneralAmt |
| Fundraising | $14,708 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660 | TotalAmt |
| Program Services | $1,004 | ProgramServicesAmt |
| Management And General | $656 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,814 | TotalAmt |
| Program Services | $14,814 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,134 | TotalAmt |
| Management And General | $15,134 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK, INVESTMENT AND CR | $22,754 | $8,092 | $13,731 | $931 |
| OVERHEAD EXPENSE ALLOCA | $0 | $424,450 | -$481,256 | $56,806 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,107 | TotalAmt |
| Program Services | $18,952 | ProgramServicesAmt |
| Management And General | $22,012 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,184,183 | TotalAmt |
| Program Services | $3,579,062 | ProgramServicesAmt |
| Management And General | $269,756 | ManagementAndGeneralAmt |
| Fundraising | $335,365 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,722,621 | BOYAmt |
| EOY | $1,434,364 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,514 | BOYAmt |
| EOY | $496,552 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,351 | BOYAmt |
| EOY | $156,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $200,793 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $176,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,601 | BOYAmt |
| EOY | $24,787 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,177 | BOYAmt |
| EOY | $2,434,453 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,898 | BOYAmt |
| EOY | $22,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,862,162 | BOYAmt |
| EOY | $4,568,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,228 | BOYAmt |
| EOY | $128,006 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,721 | BOYAmt |
| EOY | $145,073 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,949 | BOYAmt |
| EOY | $273,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,874,802 | BOYAmt |
| EOY | $2,906,952 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,411 | BOYAmt |
| EOY | $1,388,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,511,213 | BOYAmt |
| EOY | $4,295,443 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,862,162 | BOYAmt |
| EOY | $4,568,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$220,495 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,725 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,067,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,606,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,759,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,016,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,799,890 | CurrentTaxYearAmt |
| Total | $20,249,462 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,067,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,606,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,759,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,016,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,799,890 | CurrentTaxYearAmt |
| Total | $20,249,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,953,693 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,295,769 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,131 | CurrentTaxYearAmt |
| Total | $332,272 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$8,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$6,554 | CurrentTaxYearAmt |
| Total | $36,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,618,419 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $261,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $15,900 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,006 | DepreciationAmt |
| Book Value | $24,787 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,787 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY LIABILITY | $115,657 |
| CAPITAL LEASE OBLIGATION | $25,155 |
| DEFERRED RENT LIABILITY | $4,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,073 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,972,473 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,725 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,060 | OtherRevenueAmt |
| Revenue Not Reported | $8,785 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,963,688 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,963,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,188,243 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,060 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,060 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,184,183 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,184,183 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ARTWORK CONSISTS OF DONATED PHOTOGRAPHS AND SKETCHES. THE INSTITUTE, IN MANY ASPECTS OF ITS WORK, ADVANCES THE NOTION THAT ARTISTIC EXPRESSION IS A FORM OF COMMENTARY ON PUBLIC AFFAIRS AND PUBLIC POLICY. ARTWORK FROM DIFFERENT ERAS AND LOCATIONS ILLUSTRATE AND REINFORCE THAT NOTION. THE INSTITUTE MAINTAINS ARTWORK IN ORDER TO HONOR THAT CONNECTION AND AS OPPORTUNITY PERMITS, TO EXHIBIT IT IN THE INTEREST OF DEEPENING PUBLIC UNDERSTANDING OF THESE CONNECTIONS. |
| PART X, LINE 2: | THE INSTITUTE FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AT DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR TAX YEARS ENDED DECEMBER 31, 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE INSTITUTE FILES TAX RETURNS. IT IS THE INSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 4,060. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 4,060. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PUBLIC EDUCATION ACTIVITY | $10,000 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | PUBLIC EDUCATION ACTIVITY | $30,000 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD CEREMONY | Event1Nm |
| Gross Receipts Event1 | $46,496 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,436 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,060 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,530 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,519 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $46,496 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,436 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,060 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,530 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,519 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,060 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MASSACHUSETTS LOWELL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY AVENUE | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 201537585 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $8,000 | CashGrantAmt |
| Purpose Of Grant | PUBLIC EDUCATION ACTIVITY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PUBLIC EDUCATION ACTIVITY | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $72,763 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER REVIEWS THE INSTITUTE'S ANNUAL 990 REPORT(INCLUDING ALL RELEVANT SCHEDULES) BEFORE IT IS SUBMITTED TO THE IRS. THE STAFF MAKES THE DRAFT 990 AVAILABLE TO THE TREASURER NO LATER THAN 7 DAYS BEFORE IT MUST BE POSTMARKED FOR TIMELY SUBMISSION TO THE IRS. THE TREASURER MOVES TO ADDRESS ANY CONCERNS SHE/HE HAS WITH THE PROPOSED RETURN EITHER BY REQUIRING RESPONSES FROM STAFF AND/OR BY BRINGING SUCH CONCERNS TO THE FINANCE COMMITTEE OR THE FULL BOARD. THE TREASURER WILL REPORT THE 990 TO THE FULL BOARD AT THE INSTITUTE'S NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES AND BOARD MEMBERS MUST READ AND SIGN THE INSTITUTE'S CONFLICT OF INTEREST POLICY AS A PART OF THEIR ORIENTATION. THE ASSOCIATE DIRECTOR ALSO REVIEWS ALL CONTRACT PROPOSALS, CHECK REQUESTS, AND OTHER INVOICES WITH AN EYE TOWARD IDENTIFYING POTENTIAL CONFLICTS AND IMPROPRIETIES. THE ASSOCIATE DIRECTOR ALSO REMINDS THE STAFF AT LEAST ONCE A YEAR AT A STAFF MEETING OF THE CONFLICT OF INTEREST POLICY. THE CHAIR OF THE BOARD OF TRUSTEES ALSO REMINDS THE BOARD AT REGULAR INTERVALS OF SUCH POLICIES AND THEIR SIGNIFICANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE USES REGULARLY UPDATED COMPARABILITY DATA FOR ALL STAFF SALARIES, INCLUDING ITS DIRECTOR. THE ASSOCIATE DIRECTOR ADMINISTERS THE IPS STAFF SALARY POLICY AND SETS SALARIES IN CLOSE CONSULTATION WITH THE DIRECTOR. THE BOARD OF TRUSTEES THROUGH ITS STANDING COMPENSATION COMMITTEE REGULARLY REVIEWS THE SALARY OF THE DIRECTOR AND IN THE EVENT OF THE APPOINTMENT OF A NEW DIRECTOR, SETS THE DIRECTOR'S SALARY. IPS HAS A LONGSTANDING INSTITUTIONAL COMMITMENT TO FAIRNESS AND EQUITY AND STRIVES TO ENSURE THAT THE INSTITUTE'S HIGHEST-PAID EMPLOYEE EARNS NO MORE THAN FOUR TIMES THE SALARY OF THE INSTITUTE'S LOWEST-PAID EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS AVAILABLE TO PUBLIC THROUGH THE INSTITUTE'S WEBSITE. ALL OF THE INSTITUTE'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE INSTITUTE'S WEBSITE URGES INTERESTED PARTIES TO REQUEST COPIES OF THE AUDIT OR OTHER GOVERNING DOCUMENTS BY REQUESTING THEM FROM THE INSTITUTE'S DEVELOPMENT OFFICE. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 803,325. MANAGEMENT AND GENERAL EXPENSES 10,607. FUNDRAISING EXPENSES 63,600. TOTAL EXPENSES 877,532. |
| FORM 990, PART XII, LINE 2C: | FORM 990, PART XI, LINE 2C: THE INSTITUTE'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR APPOINTING AN INDEPENDENT AUDITOR AND OVERSEEING OF THE FINANCIAL STATEMENTS AUDIT. THERE WERE NO CHANGES FROM THE PRIOR YEAR. |
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