2016-07-12T10:42:08-05:00 2015-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2015-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 JEFF MOYER EXECUTIVE DIRECTOR 6106831400 2016-07-12 1 JENNIFER SOLOT P00749373 2155677770 2015 2016-09-27 15:27:22Z JEFF MOYER 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 4460318 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 12 11 53 145 0 0 2162515 2272089 140618 189481 488288 494776 662553 621149 3453974 3577495 0 0 0 0 1981910 2277880 27000 0 294266 1416510 1570967 3425420 3848847 28554 -271352 23895366 22652939 417217 166456 23478149 22486483 X THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. SINCE OUR FOUNDING IN 1947, WE'VE BEEN RESEARCHING THE BEST PRACTICES OF ORGANIC AGRICULTURE AND SHARING OUR FINDINGS WITH FARMERS AND SCIENTISTS - CONTINUED ON SCH O.THROUGHOUT THE WORLD, ADVOCATING FOR POLICIES THAT SUPPORT FARMERS, AND EDUCATING CONSUMERS THAT ORGANIC IS THE HEALTHIEST OPTION FOR PEOPLE AND THE PLANET. 0 0 2478066 575713 STRATEGIC SOLUTIONS TEAM (SST) - SST CONDUCTS ON THE GROUND WORK, HELPING NEW FARMERS GET ESTABLISHED IN ORGANIC AGRICULTURE, WORKING WITH FARMERS TO TRANSITION TO ORGANIC AND TEACHING EXISTING ORGANIC FARMERS EFFECTIVE ORGANIC GROWING PRACTICES. OUR DIVERSE OPERATION INCLUDES HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION FOR GRAIN CROPS AND VEGETABLES, COMPOST, GREENHOUSE OPERATIONS, ORGANIC WEED MANAGEMENT, AND INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS. IN ADDITION, RODALE INSTITUTE CONDUCTS FARMER TRAINING PROGRAMS: AGRICULTURE SUPPORTED COMMUNTIES (ASC) AND A PARTNERSHIP WITH DELAWARE VALLEY UNIVERSITY - CONTINUED ON SCH O. TO OFFER A ONE YEAR ORGANIC FARMING PROGRAM. THE ASC PROGRAM ALLOWS US TO BRING FRESH, HIGH-QUALITY ORGANIC FOOD TO UNDERSERVED COMMUNITIES AND PROVIDES A VIABLE BUSINESS MODEL FOR NEW OR ESTABLISHED FARMERS WHO WANT TO ENTER THESE MARKETS. THE ASC OPERATES IN CONJUCTION WITH 2 RODALE INSTITUTE ORGANIC FARMERS MARKETS SERVING FOOD DESSERTS IN ALLENTOWN,PA. THE DELAWARE VALLEY UNIVERSITY PROGRAM IS DESIGNED FOR INDIVIDUALS WHO WISH TO START A SMALL-SCALE ORGANIC FARM OR WORK FOR AN ORGANIC OPERATION. BOTH PROGRAMS OFFER ASSISTANCE WITH JOB PLACEMENT AND DEVELOPING BUSINESS PLANS SO THAT GRADUATES CAN EASILY MOVE RIGHT INTO CAREERS IN ORGANIC AGRICULTURE.A SIGNIFICANT COMMUNITY PARTNERSHIP WAS THE ESTABLISHMENT OF THE ST. LUKE'S RODALE INSTITUTE ORGANIC FARM - A COLLABORATION BETWEEN RODALE INSTITUTE AND ST. LUKE'S UNIVERSITY HEALTH NETWORK. ADDITIONALLY, RODALE INSTITUTE HAS A VETERAN FARMER TRAINING PROGRAM, TO TRAIN VETERANS FOR PROMISING CAREERS IN ORGANIC AGRICULTURE. THE RODALE INSTITUTE SST PROGRAM ALSO FOCUSES ON PROMOTING SOIL HEALTH THROUGH SOIL MICROBIOLOGY. BY FOCUSING ON THE LIFE IN THE SOIL, RODALE INSTITUTE RESEARCHERS HELP ORGANIC FARMERS STRENGTHEN YIELDS WHILE INCREASING ECONOMIC VIABILITY. OUR STAFF STUDIES ORGANIC SOIL IMPROVEMENT MANAGEMENT PRACTICES, WEED MANAGEMENT, ORGANIC NO-TILL PRODUCTION, COVER CROPS, SOIL FERTILITY, AND WATER QUALITY. ADDITIONAL ASPECTS OF THE PROGRAM INCLUDE RESEARCH ON SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, NUTRIENT MANAGEMENT IN ORGANIC NO-TILL SYSTEMS AS WELL AS IMPROVED TECHNIQUES FOR COMPOST MANAGEMENT. OUR SST TEAM ALSO RUNS OUR FARMING SYSTEMS TRIAL, COMPARING THE ECONOMICS, ENERGY USE AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES. STAFF SHARES FINDINGS WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE GENERAL PUBLIC THROUGH FIELD DAYS, CONFERENCES, WORKSHOPS, SEMINARS, SYMPOSIUMS AND INTERACTIVE ONLINE TOOLS.ADDITIONAL RESEARCH TAKES PLACE WITHIN OUR HONEYBEE CONSERVANCY, A COOPERATIVE OF OVER 30 HIVES. IN PARTNERSHIP WITH KUTZTOWN UNIVERSITY, RODALE INSTITUTE TEAM MEMBERS ARE STUDYING THE USE OF ORGANIC METHODS TO IMPROVE HONEY BEE HEALTH AND CONTROL PESTS. 595234 COMMUNICATIONS - TO SHARE OUR RESEARCH AND PROMOTE THE BENEFITS OFORGANIC AGRICULTURE TO FARMERS, GARDENERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. EVERY YEAR, RODALE INSTITUTE SEES ABOUT 20,000 VISITORS WHO COME FOR TOURS, WORKSHOPS, FIELD DAYS, SCHOOL EDUCATION AND MORE. 3073300 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 53 1 0 1 SG 0 0 0 1 1 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY CO-CHAIRMAN 1.00 X X 0 0 0 MARIA RODALE CO-CHAIRMAN 1.00 X X 0 0 0 MAYA RODALE RECORDING SECRETARY 1.00 X X 0 0 0 DREW BECHER DIRECTOR 1.00 X 0 0 0 ELIZABETH KUCINICH DIRECTOR 1.00 X 0 0 0 CORBY KUMMER DIRECTOR 1.00 X 0 0 0 ROBERTA LANG DIRECTOR 1.00 X 0 0 0 KIM LARSON DIRECTOR 1.00 X 0 0 0 GRANT LUNDBERG DIRECTOR 1.00 X 0 0 0 HELEN PISZEK NELSON DIRECTOR 1.00 X 0 0 0 LOUISE SCHORN SMITH CPA DIRECTOR 1.00 X 0 0 0 JEFF MOYER EXECUTIVE DIRECTOR (EFF 8/2015) 40.00 X X 107536 0 19654 MARK SMALLWOOD EXECUTIVE DIRECTOR (TIL 8/2015) 40.00 X X 115279 0 11860 KRISTINE NICHOLS CHIEF SCIENTIST 40.00 X 103019 0 12918 325834 0 44432 3 0 0 0 0 108381 467594 1696114 122917 2272089 ORGANIC FARMING SVCS 900099 189481 189481 189481 210907 210907 90742 0 90742 90742 90742 1089250 805381 283869 283869 283869 10300 108381 17880 -7580 -7580 445794 59562 386232 386232 OTHER REVENUE 900099 79613 79613 INT - DISQ PERSON 900099 72142 72142 151755 3577495 575713 0 729693 254330 192518 35106 26706 1593731 1202524 219054 172153 31223 23995 4397 2831 261243 200108 36628 24507 137353 105123 19237 12993 360504 312735 46188 1581 448112 366592 48214 33306 89285 78041 11197 47 112649 102874 9775 92569 80934 11627 8 EQUIP RENTAL/MAINT 331164 278659 48290 4215 OTHER 111453 111453 DUES AND SUBSCRIPTIONS 25231 17744 1343 6144 3848847 3073300 481281 294266 279104 273939 949921 795613 271932 309230 100766 145242 6556580 6556580 52494 41283 56156 85632 4446610 1231943 2923978 3214667 12167655 10725708 536780 505045 23895366 22652939 417217 166456 417217 166456 X 10042713 9982200 12165606 11328272 1269830 1176011 23478149 22486483 23895366 22652939 X -271352 -688579 -31735 X 0 1 X 1 0 X 2916424 2217576 3600477 2162515 2272089 13169081 2916424 2217576 3600477 2162515 2272089 13169081 3307536 9861545 118022 223877 264111 385743 301649 1293402 145869 103384 176736 132638 151755 710382 15172865 2583707 0.64990 0.64260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5903922 -122324 293713 5487885 5952079 17375 263963 329495 5903922 5355033 100 863324 266378 5952079 5405552 218422 268941 5355033 1734015 5000522 59055 1388040 5405552 0.00000 0.12230 0.87770 0 0 2554726 2554726 34421 32843 1578 1857463 1199100 658363 3214667 X 3122888 -688579 188265 45707 -454607 3577495 0 3577495 4114554 188265 77442 265707 3848847 0 3848847 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS IS AVAILABLE FOR THE OPERATIONS AND MAINTENANCE OF THE RODALE RESEARCH CENTER. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 59,562. FUNDRAISING EXPENSES 17,880. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -31,735. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 59,562. FUNDRAISING EXPENSES 17,880. ORGANIC PIONEERS 118681 108381 10300 1257 13273 3350 118681 108381 10300 1257 13273 3350 17880 -7580 RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO PURCHASE STOCK X 1030580 1030580 0 1 1 RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. X 7100000 5526000 0 1 1 6556580 X 2 5801 FMV ON DATE OF DONATION X LAND USAGE 4 103400 FMV ON DATE OF DONAT X SUPPLIES 6 13716 FMV ON DATE OF DONAT 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MARIA RODALE, CO-CHAIRMAN, IS THE MOTHER OF MAYA RODALE, RECORDING SECRETARY. FORM 990, PART VI, SECTION B, LINE 11 GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -31,735.