FRAMEWORKS INSTITUTE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FRAMEWORKS INSTITUTE (EIN 71-0891642)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201601349349302635
Schema version
2014v6.0
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)
Return2016-05-13T10:41:46-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521853933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES MARESCA & MCQUADE PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11730 RHODE ISLAND AVE NW SUITE 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710891642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRAMEWORKS INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRAMBusinessNameControlTxt
Phone2028880515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 H STREET NW SUITE 700 WESTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNATHANIEL H KENDALL-TAYLORPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone2028880515PhoneNum
Signature2016-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID JONESPreparerPersonNm
PTINP01361002PTIN
Phone2022963306PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerNATHANIEL H KENDALL-TAYLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 H STREET NW SUITE 300 WESTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,982,573GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRAMEWORKSINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO ADVANCE THE NONPROFIT SECTORS'S COMMUNICATIONS CAPACITY BY IDENTIFYING, TRANSLATING AND MODELING RELEVANT SCHOLARLY RESEARCH FOR FRAMING THE PUBLIC DISCLOSURE ABOUT SOCIAL ROBLEMS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,870,363PYContributionsGrantsAmt
CY Contributions Grants$4,969,533CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$157PYInvestmentIncomeAmt
CY Investment Income$8,290CYInvestmentIncomeAmt
PY Other Revenue$8,308PYOtherRevenueAmt
CY Other Revenue$4,750CYOtherRevenueAmt
PY Total Revenue$3,878,514PYTotalRevenueAmt
CY Total Revenue$4,982,573CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,938,094PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,260,842CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,339,685PYOtherExpensesAmt
CY Other Expenses$1,368,318CYOtherExpensesAmt
PY Total Expenses$3,277,779PYTotalExpensesAmt
CY Total Expenses$3,629,160CYTotalExpensesAmt
PY Revenues Less Expenses$600,735PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,353,413CYRevenuesLessExpensesAmt
Total Assets BOY$2,357,904TotalAssetsBOYAmt
Total Assets EOY$3,660,852TotalAssetsEOYAmt
Total Liabilities BOY$208,172TotalLiabilitiesBOYAmt
Total Liabilities EOY$165,636TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,149,732NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,495,216NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FRAMEWORKS INSTITUTE'S MISSION IS TO ADVANCE THE NONPROFIT SECTORS'S COMMUNICATIONS CAPACITY BY IDENTIFYING, TRANSLATING AND MODELING RELEVANT SCHOLARLY RESEARCH FOR FRAMING THE PUBLIC DISCLOSURE ABOUT SOCIAL PROBLEMS. ITS MISSION IS DRIVEN BY THE BELIEF THAT THERE ARE SCIENTIFICALLY VALID WAYS TO ENGAGE PEOPLE IN THINKING ABOUT COMPLEX SOCIO-POLITICAL ISSUES; ITS RESEARCH IS AIMED AT ESSENTIAL ASPECTS OF GOOD SOCIAL SCIENCE STORYTELLING THAT HELP EXPERTS DO THE WORK OF REAL PUBLIC ENGAGEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,006,368ExpenseAmt
DescCHILDREN AND FAMILIES: HELPED NONPROFIT ORGANIZATIONS THAT SERVE CHILDREN AND FAMILIES TO DISCOVER AND DOCUMENT THE EFFECTS OF FRAMES ON PUBLIC VIEWS AND ATTITUDES, AS WELL AS TRANSLATE THE VIEWS OF EXPERTS TO THEIR RESPECTIVE PUBLICS. THE AIM OF THIS WORK IS TWO-FOLD: TO HELP DEEPEN PUBLIC UNDERSTANDING OF COMPLEX SOCIAL PROBLEMS, AND HELP INDIVIDUALS BETTER EVALUATE POTENTIAL SOLUTIONS. ISSUES ADDRESSED RANGE FROM EARLY CHILDHOOD DEVELOPMENT TO CHILD ABUSE PREVENTION, CHILD NUTRITION AND ORAL HEALTH, CRIMINAL JUSTICE, FOSTER CARE, AND EDUCATIONAL REFORM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$866,881ExpenseAmt
DescCROSS-CUTTING ISSUES: WORK IN THIS AREA, ALONG WITH THAT UNDERWRITTEN BY GENERAL SUPPORT, FOCUSES ON INTELLECTUAL INQUIRY AND SERVICES THAT CROSS DISCRETE ISSUE-FOCUSED BOUNDARIES AND ARE WIDE-RANGING IN IMPACT. EXAMPLES INCLUDE: THE DEVELOPMENT OF ARTICLES FOR PROFESSIONAL PEER-REVIEWED JOURNALS AND OTHERWISE CONTRIBUTING TO SCHOLARLY DISCOURSE (VIA LECTURING AT UNIVERSITIES OR PRESENTING AT PROFESSIONAL SOCIETIES); EXPLORATION OF NEW METHODS AND DISCIPLINES; DEVELOPMENT OF WORKING PAPERS DOCUMENTING FRAME ELEMENTS AND THE LITERATURE THAT INFORMS THEM; AND CONFERRALS AMONG STAFF WITH OUTSIDE EXPERTS. THIS WORK ALSO INCLUDES THE DEVELOPMENT AND LAUNCH OF THE FRAMEWORKS ACADEMY - WHICH OFFERS ONLINE, INTERACTIVE PROFESSIONAL DEVELOPMENT COURSES DESIGNED TO STRENGTHEN THE FRAMING CAPACITY OF SOCIAL ISSUE COMMUNICATORS, AS WELL AS A COMMUNITY OF ACTIVE FRAMERS WHO ACCESS AND USE FRAMING RESEARCH TO ELEVATE PUBLIC DISCOURSE AND ADVANCE SOCIAL JUSTICE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$480,143ExpenseAmt
DescHEALTHCARE:SIX AREAS OF THIS LARGE FIELD OF SERVICE HAVE BEEN THE FOCUS OF FRAMEWORKS RESEARCH: CHILDREN'S MENTAL AND ORAL HEALTH, COMMUNITY HEALTH, ENVIRONMENTAL HEALTH, HEALTH CARE, AND PUBLIC HEALTH INFORMATICS. ESPECIALLY NOTABLE WERE STUDIES THAT EXPLORED HOW PUBLIC HEALTH PROFESSIONALS UNDERSTAND PUBLIC HEALTH INFORMATICS - THE SCIENCE OF MANAGING AND SHARING MASSIVE AMOUNTS OF DATA CRUCIAL TO PROMOTING AND SUSTAINING PUBLIC HEALTH. IMPORTANT TOO WAS THE DEVELOPMENT OF REFRAMING STRATEGIES THAT HELP EXPERTS COMMUNICATE MORE STRATEGICALLY AND CONSISTENTLY ABOUT THEIR FIELD AND ITS WORK.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$639,192ExpenseAmt
DescENVIRONMENT: RESEARCH, TRAINING AND PRODUCTS THAT DOCUMENT THE SHAPING FORCE OF THE ENVIRONMENT ON INDIVIDUAL AND GROUP OUTCOMES (SUCH AS SOCIAL DETERMINANTS OF HEALTH, GENE-ENVIRONMENT INTERACTION, AND FOOD AND FITNESS), AS WELL AS THE PROFESSIONS NECESSARY TO SUPPORT THE ONGOING HEALTH AND PROTECTION OF THE ENVIRONMENT. FRAMEWORKS ALSO UNDERTAKES WORK ON IMMIGRATION, GOVERNMENT, INTERNATIONAL ISSUES, AS WELL AS ON PLACE-BASED INITIATIVES (E.G., PARTNERSHIP WITH LEADERS IN JACKSONVILLE, FLORIDA TO BETTER INTEGRATE THE CITY'S SOCIAL SERVICES IN GENERAL FOR CHILDREN, WHILE MAKING DRAMATIC IMPROVEMENTS IN MENTAL HEALTH SERVICES FOR CHILDREN AND ADOLESCENTS).Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$639,192TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,992,584TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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 Document40IRPDocumentCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3017670636PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 H STREET NW SUITE 700 WESTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SUSAN NALL BALES
PRESIDENT/CO-SEC40.00Yes (X)Yes (X)$365,090$0$38,372
JOHN SHELTON SCOTT
CHAIRMAN1.00Yes (X)Yes (X)$1,000$0$0
PAGE WILSON
CO-SECRETARY1.00Yes (X)Yes (X)$1,000$0$0
LUBA LYNCH
VICE-CHAIRMAN1.00Yes (X)Yes (X)$1,000$0$0
RON MANDERSCHIED PHD
DIRECTOR1.00Yes (X)$1,000$0$0
FRANKLIN D GILLIAM JR
DIRECTOR1.00Yes (X)$16,000$0$0
LINDA BOWEN
DIRECTOR1.00Yes (X)$6,000$0$0
STEPHANIE COVINGTON
DIRECTOR1.00Yes (X)$1,000$0$0
GAIL MANZA
CHIEF OPERATING OFFICER40.00Yes (X)$38,478$0$123
NATHANIEL H KENDALL-TAYLOR
DIRECTOR OF RESEARCH40.00$177,522$0$41,510Yes (X)
JULIE SWEETLAND
DIRECTOR OF LEARNING40.00$119,583$0$30,387Yes (X)
MOIRA O'NEIL
SENIOR RESEARCHER40.00$108,926$0$6,804Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$836,599TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$117,196TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE FOCUS
2 CLOCK TOWER PLACE SUITE 380MAYNARDMA01754RESEARCH$170,922
ON INDUSTRIES LLC
2222 SUGARCONE ROADBALTIMOREMD21209ADMINISTRATIVE$100,116
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$541,059GovernmentGrantsAmt
All Other Contributions$4,428,474AllOtherContributionsAmt
Total Contributions$4,969,533TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,290TotalRevenueColumnAmt
Exclusion$8,290ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$4,750TotalRevenueColumnAmt
Related Or Exempt Func Income$4,750RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,750OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,982,573TotalRevenueColumnAmt
Related Or Exempt Func Income$4,750RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,290ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$773,915TotalAmt
Program Services$569,458ProgramServicesAmt
Management And General$204,457ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,134,249TotalAmt
Program Services$948,344ProgramServicesAmt
Management And General$185,905ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,765TotalAmt
Management And General$35,765ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$192,749TotalAmt
Management And General$192,749ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$124,164TotalAmt
Program Services$103,922ProgramServicesAmt
Management And General$20,242ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$105,901TotalAmt
Program Services$45,714ProgramServicesAmt
Management And General$60,187ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$58,404TotalAmt
Management And General$58,404ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$66,261TotalAmt
Management And General$66,261ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$448,332TotalAmt
Program Services$428,104ProgramServicesAmt
Management And General$20,228ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$179,669TotalAmt
Program Services$58,502ProgramServicesAmt
Management And General$121,167ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,987TotalAmt
Program Services$223ProgramServicesAmt
Management And General$7,764ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$185,587TotalAmt
Management And General$185,587ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$221,988TotalAmt
Program Services$197,298ProgramServicesAmt
Management And General$24,690ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$28,476TotalAmt
Program Services$22,567ProgramServicesAmt
Management And General$5,909ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,250TotalAmt
Management And General$16,250ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,295TotalAmt
Management And General$26,295ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$7,309$5,481$1,828
MISCELLANEOS$7,010$6,150$860
BUSINESS GIFTS$5,565$120$5,445
LICENSES AND PERMITS$3,284$1,512$1,772

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Program Services$605,189ProgramServicesAmt
Management And General-$605,189ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,629,160TotalAmt
Program Services$2,992,584ProgramServicesAmt
Management And General$636,576ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$312,330BOYAmt
EOY$351,137EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,133,043BOYAmt
EOY$1,567,762EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$87,752BOYAmt
EOY$5,593EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$47,619BOYAmt
EOY$52,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$84,854LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$65,506LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$26,065BOYAmt
EOY$19,348EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$739,795BOYAmt
EOY$1,622,622EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,300BOYAmt
EOY$42,172EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,357,904BOYAmt
EOY$3,660,852EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$112,099BOYAmt
EOY$75,945EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$96,073BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$89,691EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$208,172BOYAmt
EOY$165,636EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,016,689BOYAmt
EOY$2,362,173EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,133,043BOYAmt
EOY$1,133,043EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,149,732BOYAmt
EOY$3,495,216EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,357,904BOYAmt
EOY$3,660,852EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,353,413ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,065NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,864OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,473,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,188,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,581,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,870,363CurrentTaxYearMinus1YearAmt
Current Tax Year$4,967,533CurrentTaxYearAmt
Total$17,082,216TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,473,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,188,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,581,763CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,870,363CurrentTaxYearMinus1YearAmt
Current Tax Year$4,967,533CurrentTaxYearAmt
Total$17,082,216TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,446,904SubstantialContributorsTotAmt
Public Support Total170$12,635,312PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,198CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,794CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113CurrentTaxYearMinus1YearAmt
Current Tax Year$8,290CurrentTaxYearAmt
Total$21,236TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$960CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,911CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,308CurrentTaxYearMinus1YearAmt
Current Tax Year$11,370CurrentTaxYearAmt
Total$37,129TotalAmt
FieldValueIRS element (for citing)
Total Support$17,140,581TotalSupportAmt
Public Support CY1700.73720PublicSupportCY170Pct
Public Support PY1700.69690PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$900OtherCostOrOtherBasisAmt
Book Value$900BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,075OtherCostOrOtherBasisAmt
Depreciation$60,077DepreciationAmt
Book Value$16,998BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,879OtherCostOrOtherBasisAmt
Depreciation$5,429DepreciationAmt
Book Value$1,450BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$19,348TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED RENT LIABILITYDesc
Amt$89,691Amt
FieldValueIRS element (for citing)
Total Liability$89,691TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,979,264TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,065NetUnrealizedGainsInvstAmt
Other Revenue$4,620OtherRevenueAmt
Revenue Not Reported-$445RevenueNotReportedAmt
Revenue Subtotal$4,979,709RevenueSubtotalAmt
Other Revenues Not Included$2,864OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,864RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,982,573TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,633,780TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,620OtherExpensesIncludedAmt
Expenses Not Reported$4,620ExpensesNotReportedAmt
Expenses Subtotal$3,629,160ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,629,160TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENT REFUNDS 4,620.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LOSS ON FOREIGN CURRENCY TRANSACTION 2,864.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENT REFUNDS 4,620.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROJECT DEVELOPMENT$1,612
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROJECT DEVELOPMENT$40,177
NORTH AMERICA00PROJECT DEVELOPMENT$32,148
SOUTH AMERICA00PROJECT DEVELOPMENT$480
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$74,417SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$74,417TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 (2 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
SUSAN NALL BALES
PRESIDENT/CO-SEC$365,090$0$0$0$0$0$13,000$0$25,372$0$403,462$0$0$0
NATHANIEL H KENDALL-TAYLOR
DIRECTOR OF RESEARCH$177,522$0$0$0$0$0$8,876$0$32,634$0$219,032$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonFRANKLIN D GILLIAM JRPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFRANKLIN D GILLIAM JR IS THE OWNER OF GILLIAM RESEARCH ASSOCIATES.RelationshipDescriptionTxt
Transaction$16,000TransactionAmt
TransactionBUSINESS TRANSACTIONSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VIAUTHORITY DELEGATED TO ANY COMMITTEE, TO THE EXTENT PROVIDED IN RESOLUTION OF THE BOARD, EXCEPT AUTHORITY TO: A) FILL VACANCIES IN ANY COMMITTEE; B) SET THE COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; C) AMENDING OR REPEALING BYLAWS OR ADOPTING NEW BYLAWS; D) AMENDING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH, BY ITS EXPRESS TERMS, IS NOT AMENDABLE OR REPEALABLE; AND E) APPOINTING NEW COMMITTEE(S) OF THE BOARD OR MEMBERS TO NEW OR EXISTING COMMITTEES.
FORM 990, PART VI, SECTION A, LINE 2FRANKLIN D GILLIAM JR, BOARD MEMBER HAS BUSINESS RELATIONSHIP WITH GILLIAM RESEARCH ASSOCIATES.
FORM 990, PART VI, SECTION B, LINE 11THE CEO, ALONG WITH DESIGNATED SENIOR STAFF, REVIEW THE FORM 990 BEFORE IT IS SIGNED AND FILED. ANY QUESTIONS RELATED TO ITS CONTENTS ARE RESOLVED BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL POSSIBLE CONFLICTS OF INTEREST OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE BROUGHT TO THE ATTENTION OF THE CEO TO EXPLORE AND REPORT TO THE BOARD IF THE CONFLICT MERITS FURTHER INVESTIGATION OR ACTION.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION PROCESS FOR TOP OFFICIALS:THE BOARD SETS THE PRESIDENT AND CEO'S COMPENSATION AND IS GUIDED BY PERIODIC SECTOR-WIDE COMPENSATION STUDIES WHICH REFLECT INDUSTRY NORMS AND STANDARDS. COMPENSATION PROCESS FOR OFFICERS OR KEY EMPLOYEES: THE BOARD'S COMPENSATION COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION LEVELS FOR BOARD MEMBERS AND OFFICERS IN CONSULTATION WITH THE PRESIDENT AND CEO. THOSE RECOMMENDATIONS ARE THEN REVIEWED, AMENDED AS NEEDED, AND THEN ADOPTED BY THE BOARD. COMPENSATION FOR KEY EMPLOYEES IS SET BY THE PRESIDENT AND CEO IN KEEPING WITH INDUSTRY STANDARDS FOR THE SECTOR IN GENERAL AND THINK TANKS IN PARTICULAR. THE PROCESS WAS LAST UNDERTAKEN ON 08/01/2014.
FORM 990, PART VI, SECTION C, LINE 19FRAMEWORKS INSTITUTE MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTANTS : PROGRAM SERVICE EXPENSES 253,488. MANAGEMENT AND GENERAL EXPENSES 9,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,973. PROJECT DEVELOPMENT: PROGRAM SERVICE EXPENSES 174,616. MANAGEMENT AND GENERAL EXPENSES 1,627. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,243. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,330. PAYROLL FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,786. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,786.
FORM 990, PART XI, LINE 9:LOSS ON FOREIGN CURRENCY TRANSACTION -2,864.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.