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THE GRANT AWARD LETTERS PROHIBIT THE GRANTEE FROM USING THE GRANT FUNDS FOR LOBBYING AND POLITICAL PURPOSES, AND MAY REQUIRE THE GRANTEE TO FURNISH A REPORT TO THE ORGANIZATION DESCRIBING THE CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE ORGANIZATION'S EDUCATIONAL PROGRAMS FULFILLED BY THE USE OF GRANT FUNDS. X X X false true X X false false false false false false false true false BRIAN HOOKS PRESIDENT 192472 47142 0 200000 14 7919 1025 14875 11894 3130 205405 273066 WILLIAM RUGER VICE PRESIDENT-RESEARCH/POLICY 200757 0 90000 0 25178 0 15078 0 15024 0 346037 0 ALISON FRASER MANAGING DIR.-RESEARCH/POLICY 183151 0 7500 0 17 0 11550 0 15024 0 217242 0 KATHLEEN ROBERTS VICE PRESIDENT- EXT. RELATIONS 150001 0 75000 0 17 0 13500 0 564 0 239082 0 TONYA MULLINS DIRECTOR-COMMUNICATIONS & MKTG 141584 0 15000 0 17 0 8338 0 15024 0 179963 0 SHANNON FOWLER DIRECTOR-HUMAN RESOURCES 97412 0 35000 0 17 0 8100 0 10288 0 150817 0 DEREK JOHNSON DIRECTOR-EDUC. DEVELOPMENT 87802 22887 0 40000 13 4 5275 3775 713 188 93803 66854 SCHEDULE J, PART I, LINE 1A AN EMPLOYEE RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN HIS TAXABLE COMPENSATION. AN EMPLOYEE RECEIVED A TAX GROSS-UP PAYMENT THAT WAS INCLUDED IN HIS TAXABLE COMPENSATION. THE ORGANIZATION PAID SOCIAL CLUB DUES FOR AN EMPLOYEE. THE DUES WERE NOT TREATED AS TAXABLE COMPENSATION BECAUSE THE SOCIAL CLUB USE IS FOR BUSINESS USE. SCHEDULE J, PART I, LINE 2 THE ORGANIZATION DOES NOT HAVE A POLICY REGARDING PAYMENT OR REIMBURSEMENT OR PROVISION OF ALL THE EXPENSES BECAUSE THESE WERE ONE TIME PAYMENTS ASSOCIATED WITH RELOCATION. SCHEDULE J, PART I, LINE 7 INCENTIVE COMPENSATION BASED ON EXTRAORDINARY EFFORTS AND SERVICES PROVIDED TO THE ORGANIZATION, NOT BASED ON FINANCIAL RESULTS OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 2 CHARLES G. KOCH, ELIZABETH B. KOCH AND CHARLES CHASE KOCH HAVE A FAMILY RELATIONSHIP. VARIOUS OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUCH COMMITTEES. FORM 990, PART VI, SECTION A, LINE 9 CHARLES G. KOCH, ELIZABETH B. KOCH, CHARLES CHASE KOCH AND DUSTIN PERRY CAN BE REACHED AT 4111 E. 37TH STREET N, WICHITA, KS 67220 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE INSTITUTE'S FORM 990 WAS SENT TO AND REVIEWED BY THE INSTITUTE'S TREASURER AND SECRETARY. IF TIME ALLOWS, THE FORM 990 AND ALL REQUIRED SCHEDULES WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN SUMMARY, THE INSTITUTE'S CONFLICT OF INTEREST POLICY COVERS PROPOSED TRANSACTIONS WHERE INTERESTED PERSONS (I.E., BOARD MEMBERS AND OFFICERS) MAY HAVE A FINANCIAL INTEREST IN A TRANSACTION BEING CONSIDERED BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF. THE BOARD OR COMMITTEE THEREOF HAS VARIOUS OPTIONS TO ADDRESS THE PROPOSED TRANSACTION AND WHETHER IT PRESENTS A CONFLICT OF INTEREST, INCLUDING EVALUATING THE FAIRNESS OF THE TRANSACTION, WHETHER TO APPOINT A DISINTERESTED PERSON(S) OR COMMITTEE TO EVALUATE THE TRANSACTION, CONSULTING LEGAL COUNSEL, ETC. FORM 990, PART VI, SECTION B, LINE 15A & 15B WITH RESPECT TO COMPENSATION FOR THE ORGANIZATION'S OFFICERS, OTHER THAN THE PRESIDENT, FOR THE 2015 YEAR THE PRESIDENT AND HUMAN RESOURCES DIRECTOR DETERMINED THE COMPENSATION LEVELS AND THOSE INDIVIDUALS WERE COMPENSATED BASED ON COMPARABLE AMOUNTS PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES. ALL COMPENSATION AMOUNTS ARE PROVIDED TO AND REVEIWED BY THE BOARD OF DIRECTORS. THE PRESIDENT'S COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON COMPARABLE AMOUNTS PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES. 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