WATER RESEARCH FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WATER RESEARCH FOUNDATION (EIN 13-6211384)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-26
- IRS object ID
- 201612089349300016
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-26T10:26:50-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | 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 | 136211384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Water Research Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WATER RESEARCH FOUNDATION | InCareOfNm |
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 3033476150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 WEST QUINCY AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C RENNER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3033476113 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rita F Worster CPA | PreparerPersonNm |
| PTIN | P00290681 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT C RENNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 W QUINCY AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,760,425 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WATERRF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | COORDINATE & PROMOTE RESEARCH RELATED TO THE TECHNOLOGY, OPERATION AND MGMT OF PUBLIC WATER SYSTEMS, WITH THE INTENT TO IMPROVE THE WATER SUPPLY AND PROVIDE SERVICE TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,659,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,909,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,678,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,766,598 | CYProgramServiceRevenueAmt |
| PY Investment Income | $95,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,170 | PYOtherRevenueAmt |
| CY Other Revenue | $126 | CYOtherRevenueAmt |
| PY Total Revenue | $15,435,992 | PYTotalRevenueAmt |
| CY Total Revenue | $15,763,755 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,598,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,137,874 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $510,026 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,838,230 | PYOtherExpensesAmt |
| CY Other Expenses | $11,652,169 | CYOtherExpensesAmt |
| PY Total Expenses | $15,436,672 | PYTotalExpensesAmt |
| CY Total Expenses | $16,790,043 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$680 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,026,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,793,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,870,524 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,509,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,275,424 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,283,838 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,595,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF WATER RESEARCH FOUNDATION (WRF) IS TO ADVANCE THE SCIENCE OF WATER BY PROVIDING PRACTICAL SOLUTIONS TO TODAY'S MOST COMPLEX CHALLENGES TO WATER UTILITIES AND SUPPLIERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,350,697 | ExpenseAmt |
| Revenue | $2,766,724 | RevenueAmt |
| Desc | RESEARCH PROGRAMS: COORDINATES MULTIPLE RESEARCH PROGRAMS TO COLLECTIVELY ADDRESS ISSUES OF SUBSCRIBERS AND THE WATER SECTOR AS A WHOLE. THE RESEARCH PROGRAMS ARE FOCUS AREA, EMERGING OPPORTUNITIES, TAILORED COLLABORATION AND FACILITATED RESEARCH PROGRAM. THESE PROGRAMS INCLUDE THE COSTS OF PROJECTS FUNDED FOR RESEARCH TO BE CONDUCTED BY OUTSIDE ORGANIZATIONS AND OTHER INTERNAL EXPENSES DIRECTLY RELATED TO THESE PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,415,659 | ExpenseAmt |
| Desc | RESEARCH MANAGEMENT: THE PLANNING, ADMINISTRATION AND MONITORING OF THE RESEARCH PROGRAMS SPONSORED BY WRF ARE THE PRIMARY RESPONSIBILITIES OF THE RESEARCH MANAGERS. SPECIFIC TASKS INCLUDE: ADMINISTRATION OF WRF'S FOCUS AREA COUNCIL AND TECHNICAL ADVISORY COMMITTEES FOR EACH FOCUS AREA; RESEARCH PLANNING, CONTRACTOR MONITORING AND OVERSIGHT; RESEARCH DELIVERABLE AND PRODUCT REVIEW; REQUESTS FOR PROPOSAL PREPARATION; PROJECT ADVISORY COMMITTEE SELECTION AND ADMINISTRATION; AND PROPOSAL REVIEW AND SELECTION. PROJECT MANAGEMENT AND RESEARCH PLANNING SERVE AS WRF'S PRIMARY LINK WITH THE WATER RESEARCH AND VOLUNTEER COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $711,584 | ExpenseAmt |
| Desc | Subscriber Services: The Administration of WRF's major funding effort, the research subscription program, is coordinated by subscriber services staff. Activities include: planning and implementation of a recruitment and retention program, Highlighting WRF's value proposition and coordinating subscriber communications. Regional liasions are responsible for providing personalized services to subscribers. Major activities include annual visits/briefings, serving as the primary staff contact, promoting greater involvement in WRF programs, and ensuring subscribers' needs are expeditiously met. The subscriber services group also administers the tailored collaboration program. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $663,609 | communications and marketing |
| $87,947 | other program expenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $751,556 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,229,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WATER RESEARCH FOUNDATION | PersonNm |
| Phone | 3033476113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6666 W QUINCY AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENISE L KRUGER | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES M MURRAY | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS W DOLL | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN DYKSEN | ||||||||
| TRUSTEE-Through 06/2015 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY C HEITZMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND HOFFMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NILAKSH KOTHARI | ||||||||
| TRUSTEE-Through 06/2015 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LOCHHEAD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA MAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT POTTER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PRITCHARD | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JO M JODY PUCKETT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL RUSH | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN SCHNEIDER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT TEEGARDEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN YOUNG | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BIGELOW | ||||||||
| TRUSTEE-through 04/2015 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALEX COATE | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA SPARROW | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SULLIVAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WALTER LYNCH | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GENE KOONTZ | ||||||||
| EX OFFICIO TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOE GYSEL | ||||||||
| EX OFFICIO TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ENTSMINGER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIC THORNBURG | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Barrett Murphy | ||||||||
| Member-at-Large | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carl Yates | ||||||||
| chairman of the FAC | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C RENNER | ||||||||
| SECRETARY/ceo | 40.0 | 0.0 | Yes (X) | $348,407 | $0 | $35,674 | ||
| TANIA HASKINS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $164,653 | $0 | $26,995 | ||
| CHRISTOPHER RAYBURN | ||||||||
| DIRECTOR-RESEARCH MANAGEMENT | 40.0 | 0.0 | $136,646 | $0 | $49,146 | Yes (X) | ||
| JILL THIARE | ||||||||
| DIRECTOR-COMMUN AND MARKETING | 40.0 | 0.0 | $113,345 | $0 | $18,785 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $763,051 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $130,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROSS GROUP | |||||
| 12600 W COLFAX AVE SUITE C-480 | LAKEWOOD | CO | 80215 | IT MANAGEMENT | $1,031,777 |
| CAROLLO ENGINEERS INC | |||||
| P O BOX 526046 | SACRAMENTO | CA | 95852 | PROJECT RESEARCH | $781,113 |
| ARCADIS US INC | |||||
| 62638 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | PROJECT RESEARCH | $695,571 |
| HAZEN SAWYER PC | |||||
| 4000 HOLLYWOOD BLVD NORTH TOWER 7 | HOLLYWOOD | FL | 33021 | PROJECT RESEARCH | $664,482 |
| PERSONIFY INC | |||||
| PO BOX 759470 | BALTIMORE | MD | 21275 | IT PRODUCT/SERVICES | $467,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $54,249 | MembershipDuesAmt |
| Government Grants | $11,741,174 | GovernmentGrantsAmt |
| All Other Contributions | $1,114,072 | AllOtherContributionsAmt |
| Total Contributions | $12,909,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT CO-FUNDING | Desc |
| Business | 221000 | BusinessCd |
| Total Revenue Column | $2,766,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,766,598 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,766,598 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,206 | TotalRevenueColumnAmt |
| Exclusion | $87,206 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,997,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,996,670 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $330 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $330 | TotalRevenueColumnAmt |
| Exclusion | $330 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| 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 | $126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,763,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,766,724 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $87,536 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,728 | TotalAmt |
| Management And General | $575,728 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,958,474 | TotalAmt |
| Program Services | $1,726,882 | ProgramServicesAmt |
| Management And General | $1,031,811 | ManagementAndGeneralAmt |
| Fundraising | $199,781 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,548 | TotalAmt |
| Program Services | $204,304 | ProgramServicesAmt |
| Management And General | $500,562 | ManagementAndGeneralAmt |
| Fundraising | $29,682 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,984 | TotalAmt |
| Program Services | $173,274 | ProgramServicesAmt |
| Management And General | $424,537 | ManagementAndGeneralAmt |
| Fundraising | $25,173 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,140 | TotalAmt |
| Program Services | $68,460 | ProgramServicesAmt |
| Management And General | $167,734 | ManagementAndGeneralAmt |
| Fundraising | $9,946 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,666 | TotalAmt |
| Management And General | $18,666 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,248 | TotalAmt |
| Management And General | $22,248 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,858 | TotalAmt |
| Program Services | $10,060 | ProgramServicesAmt |
| Management And General | $95,798 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,815 | TotalAmt |
| Management And General | $88,815 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,137 | TotalAmt |
| Management And General | $54,137 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,097 | TotalAmt |
| Program Services | $83,876 | ProgramServicesAmt |
| Management And General | $584,221 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,906 | TotalAmt |
| Management And General | $130,906 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,209 | TotalAmt |
| Program Services | $372,948 | ProgramServicesAmt |
| Management And General | $80,431 | ManagementAndGeneralAmt |
| Fundraising | $111,830 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,461 | TotalAmt |
| Program Services | $30,461 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,438 | TotalAmt |
| Management And General | $17,438 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,943 | TotalAmt |
| Management And General | $78,943 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,339 | TotalAmt |
| Management And General | $39,339 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| RESEARCH CONTRACTS | $8,349,392 | $8,349,392 | ||
| APPLIED OVERHEAD | $1,198,658 | $1,065,044 | $133,614 | |
| PUBLICATIONS/PRINTING | $111,592 | $111,592 | ||
| STAFF TRAINING | $22,596 | $22,596 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,814 | TotalAmt |
| Program Services | $144,795 | ProgramServicesAmt |
| Management And General | $5,019 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,790,043 | TotalAmt |
| Program Services | $12,229,496 | ProgramServicesAmt |
| Management And General | $4,050,521 | ManagementAndGeneralAmt |
| Fundraising | $510,026 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,725,210 | BOYAmt |
| EOY | $2,190,097 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,370,222 | BOYAmt |
| EOY | $6,592,270 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,571 | BOYAmt |
| EOY | $538,680 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,149 | BOYAmt |
| EOY | $198,457 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,392 | BOYAmt |
| EOY | $166,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,425,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $643,597 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,994 | BOYAmt |
| EOY | $781,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,840 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,931,681 | BOYAmt |
| EOY | $4,385,414 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,732 | BOYAmt |
| EOY | $17,288 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,793,791 | BOYAmt |
| EOY | $14,870,524 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,081 | BOYAmt |
| EOY | $722,879 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,719 | BOYAmt |
| EOY | $2,143,080 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,153 | BOYAmt |
| EOY | $2,409,465 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,509,953 | BOYAmt |
| EOY | $5,275,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,283,838 | BOYAmt |
| EOY | $9,595,100 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,283,838 | BOYAmt |
| EOY | $9,595,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,793,791 | BOYAmt |
| EOY | $14,870,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,026,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$72,311 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $409,861 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $12,550,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,110,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,604,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,659,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,909,495 | CurrentTaxYearAmt |
| Total | $63,834,606 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,550,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,110,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,604,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,659,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,909,495 | CurrentTaxYearAmt |
| Total | $63,834,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,344,585 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,490,021 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $344,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,206 | CurrentTaxYearAmt |
| Total | $925,473 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,760,079 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,569,173 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96495 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96023 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,150 | DepreciationAmt |
| Book Value | $19,516 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,847 | DepreciationAmt |
| Book Value | $23,558 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,340,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $602,600 | DepreciationAmt |
| Book Value | $738,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $781,412 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-CURRENT CDS | Desc |
| Book Value | $4,385,414 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,385,414 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $1,576,734 |
| ACCRUED RESEARCH CONTRACTS | $832,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,409,465 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,101,305 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$72,311 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $409,861 | OtherRevenueAmt |
| Revenue Not Reported | $337,550 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,763,755 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $15,763,755 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,790,043 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $16,790,043 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $16,790,043 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Uncertain Tax Positions | Schedule D, Part X, Line 2 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| Revenue on books, not on return | Schedule D, Part XI, Line 2d Change in Minimum Pension Liability 409,861 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | RESEARCH CONTRACTS | $407,201 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | RESEARCH CONTRACTS | $164,708 |
| NORTH AMERICA | PROGRAM SERVICES | RESEARCH CONTRACTS | $454,287 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | TRAVEL TO PAC MEETINGS | $8,586 |
| NORTH AMERICA | PROGRAM SERVICES | TRAVEL TO PAC MEETINGS | $2,124 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | TRAVEL TO CONFERENCES | $14,110 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | TRAVEL TO CONFERENCES | $3,536 |
| NORTH AMERICA | PROGRAM SERVICES | TRAVEL TO CONFERENCES | $13,630 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | TRAVEL TO MEETINGS | $4,570 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | TRAVEL TO MEETINGS | $2,384 |
| NORTH AMERICA | PROGRAM SERVICES | TRAVEL TO MEETINGS | $9,939 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | TRAVEL TO WORKSHOPS | $19,622 |
| NORTH AMERICA | PROGRAM SERVICES | TRAVEL TO WORKSHOPS | $7,292 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | SUBSCRIPTION REVENUE | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | SUBSCRIPTION REVENUE | |
| NORTH AMERICA | PROGRAM SERVICES | SUBSCRIPTION REVENUE | |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | CO-FUNDING REVENUE | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | CO-FUNDING REVENUE | |
| NORTH AMERICA | PROGRAM SERVICES | CO-FUNDING REVENUE | |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | MEETINGS | $9,427 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | TRAVEL TO PAC MEETINGS | $1,466 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | TRAVEL TO WORKSHOPS | $18,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,111,989 | SubtotalSpentAmt |
| Continuation Spent | $29,118 | ContinuationSpentAmt |
| Total Spent | $1,141,107 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C RENNER | ||||||||||||||
| SECRETARY/ceo | $289,335 | $0 | $45,500 | $0 | $13,572 | $0 | $23,850 | $0 | $11,824 | $0 | $384,081 | $0 | $0 | $0 |
| TANIA HASKINS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $142,621 | $0 | $21,600 | $0 | $432 | $0 | $15,024 | $0 | $11,971 | $0 | $191,648 | $0 | $0 | $0 |
| CHRISTOPHER RAYBURN | ||||||||||||||
| DIRECTOR-RESEARCH MANAGEMENT | $133,847 | $0 | $1,600 | $0 | $1,199 | $0 | $12,948 | $0 | $36,198 | $0 | $185,792 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 7 | Non-Fixed Payments SUPPLEMENTAL INFORMATION FOR NON-FIXED PAYMENTS FOR: A.) CHIEF EXECUTIVE OFFICER BONUS PAID IN FISCAL YEAR 2015: THE CHIEF EXECUTIVE OFFICER'S BONUS IS DETERMINED AT THE DISCRETION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THIS IS BASED ON THE ACCOMPLISHMENTS OF THE 2014 BUSINESS PLAN REPORT CARD AND THE ANTICIPATED GOALS FOR THE 2015 BUSINESS PLAN. THE DECISION OF THE EXECUTIVE COMMITTEE IS DOCUMENTED IN THEIR MEETING MINUTES. THE EXECUTIVE COMMITTEE SUBMITS ITS RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR APPROVAL AT THE JANUARY BOARD MEETING AND THE BOARD OF TRUSTEES APPROVES THE REQUEST. THIS ACTION IS DOCUMENTED IN THE MINUTES OF THE MEETING. THE MOST RECENT REVIEW AND APPROVAL WAS CONDUCTED IN JANUARY, 2016 FOR THE 2015 BONUS THAT WAS PAID IN 2016. A LETTER FROM THE CHAIR OF THE BOARD OF TRUSTEES IS SENT TO THE CHIEF EXECUTIVE OFFICER. B.) HIGHEST COMPENSATED EMPLOYEES' BONUS: DURING THE BUDGET PROCESS EACH YEAR, A PREDETERMINED BONUS POOL IS SET ASIDE BASED ON THE DISCRETION OF THE CHIEF EXECUTIVE OFFICER AND IS TIED TO ACHIEVEMENT OF WRF'S GOALS. THE BONUS POOL IS INCLUDED IN THE SALARY BUDGET AND IS REVIEWED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE'S APPROVAL OF THE BONUS POOL IS DOCUMENTED IN THEIR MINUTES. THE FINANCE COMMITTEE MAKES RECOMMENDATIONS FOR APPROVAL TO THE FULL BOARD OF TRUSTEES AT THEIR JANUARY BOARD MEETING, AND THE BOARD OF TRUSTEES APPROVES THE BUDGET, WHICH INCLUDES THE SALARY INCREASE AND BONUS POOL, AND THE ACTION IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE CHIEF EXECUTIVE OFFICER INFORMS THE KEY EMPLOYEES OF THE BONUS AMOUNT DURING THEIR ANNUAL REVIEW. |
| Schedule J, Part I, Line 4a | Severance Payment The Director of Communications and Marketing separated employment with WRF effect August 14, 2015. Severance of $42,702 was paid in 2015. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | Material Differences in Voting Rights THERE ARE TWENTY-SIX MEMBERS OF THE BOARD OF TRUSTEES, PLUS THE SECRETARY (CHIEF EXECUTIVE OFFICER OF WRF). THE PRESIDENTS OF AWWA, AMWA AND NAWC, OR THEIR DESIGNEES, ARE NON-VOTING MEMBERS; HOWEVER THEY PARTICIPATE IN ALL DISCUSSIONS AT THE BOARD MEETINGS. THE EMERITUS TRUSTEE IS ALSO NON-VOTING AND SERVES IN AN ADVISORY ROLE. THE SECRETARY ALSO DOES NOT HAVE VOTING PRIVILEGES. THE BOARD CHAIR VOTES ONLY IN CIRCUMSTANCES WHERE THERE IS A TIE AND IS ALSO INDEPENDENT. THE REMAINING TWENTY-TWO APPOINTED MEMBERS HAVE VOTING PRIVILEGES AND ARE ALSO INDEPENDENT. VOTING IS GENERALLY VERBAL, AND NON-VOTING MEMBERS DO NOT VOTe ON THE CONSENT AGENDA OR OTHER MOTIONS AS PRESENTED FOR CONSIDERATION AT THE MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | Classes of Members or Stockholders AN ORGANIZATION SHALL BECOME A SUPPORTING MEMBER OF WRF AND SHALL BE ENTERED ON THE MEMBERSHIP ROLL UPON PAYMENT OF PRESCRIBED FEES AS ESTABLISHED BY THE BOARD OF TRUSTEES. FAILURE TO PAY FEES SHALL BE CAUSE FOR REMOVING A SUPPORTING MEMBER FROM THE MEMBERSHIP ROLL. SUPPORTING MEMBERS OF WRF, AS SUCH, SHALL NOT BE ENTITLED TO VOTE. DEPENDING UPON THE CATEGORY OF MEMBERSHIP, THE PRESCRIBED FEES MAY BE THE ANNUAL DUES OR THE SUBSCRIPTION FEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | Members or Stockholders who can elect members of the governing body THE BOARD SHALL CONSIST OF EIGHTEEN ELECTED OR APPOINTED PERSONS PLUS WRF'S CHAIR, VICE-CHAIR, AND TREASURER; THE CHAIR OF WRF'S FOCUS AREA COMMITTEE (FAC), EX-OFFICIO; THE PRESIDENT OF THE AMERICAN WATER WORKS ASSOCIATION (AWWA), EX-OFFICIO, OR THEIR DESIGNEE (NON-VOTING); THE PRESIDENT OF ASSOCIATION OF METROPOLITAN WATER AGENCIES (AMWA), EX-OFFICIO, OR THEIR DESIGNEE (NON-VOTING); THE PRESIDENT OF THE NATIONAL ASSOCIATION OF WATER COMPANIES (NAWC), EX-OFFICIO, OR THEIR DESIGNEE (NON-VOTING); THE EMERITUS TRUSTEE (NON-VOTING) AND THE SECRETARY. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, TREASURER, AND MEMBER-AT-LARGE. THE EXECUTIVE COMMITTEE MEMBERS SHALL BE UTILITY EMPLOYEES. THE EX-OFFICIO MEMBERS (PRESIDENTS OF AWWA, AMWA, AND NAWC) APPOINT THREE MEMBERS FOR EACH RESPECTIVE ORGANIZATION (ONE PER ORGANIZATION EACH YEAR). THE APPOINTEES FROM AWWA MUST BE REPRESENTATIVES THE WATER UTILITIES, AND APPOINTEES FROM AMWA AND NAWC SHOULD BE MEMBERS OF EACH ASSOCIATION, RESPECTIVELY. THE PRESIDENTS OF AWWA, AMWA, AND NAWC CONSULT WITH THE EXECUTIVE COMMITTEE BEFORE MAKING THEIR FORMAL APPOINTMENTS. THE FOCUS AREA COMMITTEE (FAC) CHAIR, ALSO AN EX-OFFICIO, IS ELECTED BY THE BOARD FOR A THREE-YEAR TERM. THE EMERITUS TRUSTEE POSITION WAS VOTED ON AND APPROVED DURING THE JUNE, 2014 ANNUAL BOARD MEETING. THIS POSITION WAS CREATED TO RECOGNIZE DISTINGUISHED SERVICE OF FORMER BOARD MEMBERS AND SERVES IN AN ADVISORY CAPACITY. THE EMERITUS TRUSTEES MAY ATTEND BOARD MEETINGS, COMMITTEE MEETINGS AND BOARD EVENTS. HOWEVER, EMERITUS TRUSTEES CANNOT HOLD OFFICE, HAVE NO VOTING RIGHTS AND DO NOT COUNT FOR QUORUM PURPOSES. THE TERM OF SERVICE FOR THIS POSITION IS LIMITED TO TWO THREE-YEAR TERMS. EACH YEAR AT THE ANNUAL MEETING OF THE BOARD, THE BOARD SHALL ELECT THREE PERSONS TO SERVE AS TRUSTEES FROM A SLATE OF CANDIDATES PROVIDED BY THE NOMINATING COMMITTEE. THE ELECTED AND APPOINTED TRUSTEES ARE ELIGIBLE TO VOTE. TERM OF OFFICE SHALL BE THREE YEARS AND ONE-THIRD OF THE TRUSTEES WILL BE ELECTED OR APPOINTED EACH YEAR. TRUSTEES ARE LIMITED TO TWO CONSECUTIVE THREE-YEAR TERMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | Process to Review the Form 990 THE DRAFT 990 IS REVIEWED BY WRF'S ACCOUNTING STAFF AND FORWARDED TO THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR FURTHER REVIEW. ONCE THE 990 HAS BEEN APPROVED BY THE AUDIT COMMITTEE, THE FINAL VERSION OF THE RETURN WILL BE EXPORTED TO THE WEBSITE TO PROVIDE ACCESS TO THE BOARD OF TRUSTEES, ALONG WITH E-MAIL CORRESPONDENCE STATING IT IS AVAILABLE. THIS IS DONE PRIOR TO FILING THE 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | Process for Monitoring Compliance with Conflict of Interest Policy WATER RESEARCH FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES CONFLICT OF INTEREST AT VARYING FREQUENCIES AND LEVELS OF MONITORING, DEPENDING ON THE RISK OF A POTENTIAL CONFLICT AND ITS LIKELY IMPACT ON WRF. WRF'S POLICY ADDRESSES CONFLICT OF INTEREST IN TERMS OF ITS STAFF, MANAGEMENT, BOARD OF TRUSTEES, AND VOLUNTEER LEADERSHIP. ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES, AS WRF REPRESENTATIVES, SUBMIT A SIGNED DISCLOSURE OF SIGNIFICANT INTERESTS FORM WHICH IDENTIFIES EXISTING OR POTENTIAL RELATIONSHIPS THAT MAY CAUSE A CONFLICT OF INTEREST WITH WRF ACTIVITY. PAID STAFF, ALSO DEEMED WRF REPRESENTATIVES, SUBMIT A CONFLICT OF INTEREST STATEMENT WHEN THEY ARE HIRED AND ARE RESPONSIBLE TO IMMEDIATELY SELF-REPORT ANY KNOWN CONFLICT OF INTEREST WHENEVER SUCH CONFLICT ARISES. ANY DISCLOSURE IS FIRST ADJUDICATED BY WRF MANAGEMENT, PURSUANT TO GUIDELINES ESTABLISHED BY THE POLICY. MANAGEMENT WILL ELEVATE A DISCLOSED CONFLICT TO THE FOUNDATION'S AUDIT COMMITTEE FOR ITS OVERSIGHT, WHEN NECESSARY. THE AUDIT COMMITTEE PERFORMS THIS FUNCTION ON BEHALF OF THE BOARD OF TRUSTEES. WRF'S CONFLICT OF INTEREST POLICY SETS STRINGENT GUIDELINES FOR CONDUCT, CONFIDENTIALITY, DECISION-MAKING, AND ACCEPTANCE OF GRATUITIES. DECISIONS OF THIS COMMITTEE MAY BE APPEALED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. VIOLATION OF THE PROVISION OF THIS POLICY IS CAUSE FOR REMOVAL FROM FOUNDATION ACTIVITIES. TRUSTEES SHALL INFORM THE FULL BOARD AT THE OUTSET OF THE DISCUSSION ON PROPOSALS FOR POTENTIAL FUNDING OF ANY INVOLVEMENT OF THEIR ORGANIZATION IN ANY OF THE PROPOSALS UNDER CONSIDERATION. FOR PROJECTS IN WHICH A TRUSTEE'S ORGANIZATION IS THE PRIMARY SUBMITTER ON A PROPOSAL, THE TRUSTEE MUST EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION ON THE PROPOSAL BY LEAVING THE ROOM. THE TRUSTEE IS ALSO INELIGIBLE TO VOTE ON THE PROPOSAL. DURING ITS NORMAL COURSE OF BUSINESS, WRF ALSO SEEKS INVOLVEMENT FROM SEVERAL VOLUNTEER COMMITTEES OR COUNCILS, COMPRISED PRIMARILY OF SUBSCRIBER PERSONNEL OR OTHER PROFESSIONALS WITH WATER-RELATED EXPERTISE. AS MONITORED BY A WRF REPRESENTATIVE, ALL COMMITTEE VOLUNTEERS ARE REQUIRED TO SELF-REPORT ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. REPORTED CONFLICTS SHALL THEN BE ASSESSED BY WRF'S REPRESENTATIVE AND/OR WRF MANAGEMENT, WHO SHALL BE RESPONSIBLE TO ENFORCE THE PROVISIONS OF THE WRF'S CONFLICT OF INTEREST POLICY PURSUANT TO THAT VOLUNTEER'S LEVEL OF INVOLVEMENT OF DECISION-MAKING IN HIS/HER RESPECTIVE COMMITTEE OR COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 15A | Review of CEO or Top Mgmt Official Compensation EXECUTIVE COMMITTEE DELIBERATES AND REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ANNUALLY IN PRIVATE SESSIONS. THE REVIEWS FOR FISCAL YEAR 2015 TOOK PLACE IN DECEMBER, 2014 AND JANUARY, 2015. COMPENSATION AND BENEFITS SOLUTIONS PROVIDED AN INDEPENDENT COMPENSATION SURVEY OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION (SALARY AND BENEFITS) AND THE EXECUTIVE COMMITTEE MADE THEIR EVALUATION BASED ON THIS INFORMATION AND SUBMITTED THEIR DECISION TO THE FULL BOARD FOR THEIR ACTION. THE EXECUTIVE COMMITTEE ALSO LOOKS FOR SIGNIFICANT DEVIATIONS FROM A NORMAL SALARY RANGE, IF APPLICABLE. CURRENTLY THERE ARE NO SIGNIFICANT DEVIATIONS FROM THE NORMAL REPORTED SALARY RANGES FOR SIMILAR CHIEF EXECUTIVE OFFICER POSITIONS. THE FULL BOARD UNANIMOUSLY APPROVED THE RECOMMENDATION IN JANUARY 2015 FOR FISCAL YEAR 2015. THE RECOMMENDATION/APPROVAL OF THE EXECUTIVE COMMITTEE IS DOCUMENTED IN THE BOARD OF TRUSTEES MEETING MINUTES. THE MOST RECENT REVIEW AND APPROVAL WAS CONDUCTED IN JANUARY 2016 FOR FISCAL YEAR 2016. |
| FORM 990, PART VI, SECTION B, LINE 15B | Review of Other Officer or Key Employees Compensation WRF'S SALARY AND COMPENSATION PLAN IS REVIEWED ANNUALLY TO ENSURE THAT KEY EMPLOYEES ARE FAIRLY COMPENSATED USING COMPARATIVE DATA RECEIVED FROM MOUNTAIN STATES EMPLOYERS' COUNCIL SURVEY INFORMATION. A SALARY BUDGET IS PREPARED ON THESE RESULTS. THE REVIEW FOR YEAR 2015 TOOK PLACE IN NOVEMBER 2014. COMPENSATION (INCLUDING PROPOSED BONUSES), FRINGE BENEFIT CALCULATIONS AND GRAPHS ARE SUBMITTED TO THE FINANCE COMMITTEE FOR EVALUATION AT THEIR MEETING EACH NOVEMBER. THE FINANCE COMMITTEE SUBMITS ITS RECOMMENDATION FOR APPROVAL TO THE FULL BOARD OF TRUSTEES FOR ACTION AT THE JANUARY BOARD MEETING. THE MOST RECENT REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES WAS CONDUCTED IN JANUARY 2016 FOR FISCAL YEAR 2016. THE RECOMMENDATION OF THE FINANCE COMMITTEE IS DOCUMENTED IN THEIR MEETING MINUTES AND BOARD APPROVAL IS DOCUMENTED IN THE BOARD OF TRUSTEES MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | Governing Documents Available to the Public WRF DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UNLESS SPECIFICALLY REQUESTED. |
| Other changes in nets assets | Form 990, Part XI, Line 9 Change in Minimum Pension Liability 409,861 |
| Form 990, Part III, Line 4d | COMMUNICATIONS AND MARKETING: COMMUNICATIONS AND MARKETING EFFORTS CONSIST OF PUBLISHING INFORMATION AND RESOURCES DERIVED FROM WRF-SPONSORED RESEARCH TO ENSURE THAT THE RESULTS AND APPLICATION OF RESEARCH ARE EFFECTIVELY TRANSFERRED TO SUBSCRIBERS AND OTHER STAKEHOLDERS. THESE EFFORTS INCLUDE THE DEVELOPMENT, DISTRIBUTION AND PROMOTION OF RESEARCH REPORTS AND OTHER PROJECT REPORTS, PRINTED MATERIALS AND E-PERIODICALS, WEBCASTS, WORKSHOPS, THE WEBSITE AND SOCIAL MEDIA. COMMUNICATION AND MARKETING ALSO OVERSEES ALL PUBLIC RELATIONS AND MARKETING ACTIVITIES AND COLLATERAL. THE ACTIVITIES OF THE PUBLIC COUNCIL ON WATER RESEARCH ARE ALSO CENTERED HERE. Other Program Expenses: This area includes general travel, consulting and contracts relating to programs not identified in the other program areas. |
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