INSTITUTE FOR CITIZENS AND SCHOLARS: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR CITIZENS AND SCHOLARS (EIN 21-0703075)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-10-28
IRS object ID
201503019349300975
Schema version
2014v5.0
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)
Return2015-10-28T14:06:08-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223271712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERCADIEN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7648AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085437648ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN210703075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOODBusinessNameControlTxt
Phone6094527007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 VAUGHN DRIVE NO 300AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR STEPHANIE HULLPersonNm
Person TitleEXECUTIVE VICE PRESIDENT & COOPersonTitleTxt
Phone6094527007PhoneNum
Signature2015-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERISE D RITTER CPAPreparerPersonNm
PTINP00039222PTIN
Phone6096899700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR STEPHANIE HULLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 VAUGHN DRIVE NO 300AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$50,379,834GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WOODROW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionDEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee53TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,349,310PYContributionsGrantsAmt
CY Contributions Grants$36,356,579CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$101,550PYInvestmentIncomeAmt
CY Investment Income$271,562CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,535CYOtherRevenueAmt
PY Total Revenue$15,450,860PYTotalRevenueAmt
CY Total Revenue$36,629,676CYTotalRevenueAmt
PY Grants And Similar Paid$12,535,948PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,117,665CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,881,328PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,568,064CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$119,427PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$120,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$624,931CYTotalFundraisingExpenseAmt
PY Other Expenses$3,004,223PYOtherExpensesAmt
CY Other Expenses$3,719,369CYOtherExpensesAmt
PY Total Expenses$20,540,926PYTotalExpensesAmt
CY Total Expenses$25,525,098CYTotalExpensesAmt
PY Revenues Less Expenses-$5,090,066PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,104,578CYRevenuesLessExpensesAmt
Total Assets BOY$35,744,598TotalAssetsBOYAmt
Total Assets EOY$47,989,811TotalAssetsEOYAmt
Total Liabilities BOY$4,521,155TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,633,573TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,223,443NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$42,356,238NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,560,446ExpenseAmt
Grant$5,086,109GrantAmt
DescHIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,219,684ExpenseAmt
Grant$11,031,556GrantAmt
DescTEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$23,780,130TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 ContriYes (1)DeductibleNonCashContriInd
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 Document245IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee53EmployeeCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
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
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR STEPHANIE HULLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6094527007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 VAUGHN DRIVE NO 300AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WALTER W BUCKLEY JR
CHAIR5.50Yes (X)Yes (X)$0$0$0
ARTHUR LEVINE
PRESIDENT40.00Yes (X)Yes (X)$525,000$0$28,386
STEPHANIE HULL
EXECUTIVE VP AND COO40.00Yes (X)$360,859$0$31,655
BEVERLY SANFORD
SECRETARY/VICE PRESIDENT40.00Yes (X)$191,914$0$25,602
RAYMOND CLARK
TREASURER/SENIOR VP8.00Yes (X)$16,100$0$0
JANE PHILLIPS DONALDSON
TRUSTEE1.00Yes (X)$0$0$0
CARL FERENBACH
TRUSTEE0.50Yes (X)$0$0$0
JENNIFER GRUENBERG
TRUSTEE1.00Yes (X)$0$0$0
N GERRY HOUSE
TRUSTEE3.00Yes (X)$0$0$0
THOMAS C HUDNUT
TRUSTEE5.00Yes (X)$0$0$0
ROBERT F JOHNSTON
TRUSTEE1.00Yes (X)$0$0$0
JOHN KATZMAN
TRUSTEE1.00Yes (X)$0$0$0
SHIRLEY STRUM KENNY
TRUSTEE2.00Yes (X)$0$0$0
JAN KRUKOWSKI
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM LILLEY III
TRUSTEE4.00Yes (X)$0$0$0
FRANCISCO A LORENZO
TRUSTEE1.00Yes (X)$0$0$0
LAUREN MADDOX
TRUSTEE1.00Yes (X)$0$0$0
NANCY WEISS MALKIEL
TRUSTEE1.00Yes (X)$0$0$0
KAREN OSBORNE
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH H QUAZZO
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW PITTINSKY
TRUSTEE1.00Yes (X)$0$0$0
E JOHN RICE JR
TRUSTEE1.00Yes (X)$0$0$0
JUDITH A RIZZO
TRUSTEE1.00Yes (X)$0$0$0
SUNA SAID
TRUSTEE2.00Yes (X)$0$0$0
JEFFREY L SKELTON
TRUSTEE1.00Yes (X)$0$0$0
LUTHER TAI
TRUSTEE6.00Yes (X)$0$0$0
JAY P URWITZ
TRUSTEE2.00Yes (X)$0$0$0
GEORGE A WEISS
TRUSTEE5.00Yes (X)$0$0$0
JESSIE WOOLLEY-WILSON
TRUSTEE1.00Yes (X)$0$0$0
LEANN BUNTROCK
DIRECTOR, MBA IN EDUC. LEA40.00$249,586$0$40,344Yes (X)
JOSE OCHOA
DIRECTOR, TEACHING FELLOWSHIPS40.00$163,475$0$18,951Yes (X)
DAVID ZAROWIN
DIRECTOR, TEACHING AND LEARNING LAB40.00$181,322$0$2,018Yes (X)
PEGGY MOORHEAD SEAS
VICE PRESIDENT FOR DEVELOPMENT40.00$167,419$0$27,271Yes (X)
THOMAS BORDENKIRCHER
STATE DIRECTOR, TF40.00$143,170$0$20,938Yes (X)
ERIC BEDEL
STATE DIRECTOR, TF40.00$103,170$0$26,182Yes (X)
CARYL MCFARLANE
SR. PROGRAM OFFICER40.00$106,064$0$27,437Yes (X)
NAN ROSSIEN
CONTROLLER40.00$129,959$0$30,496Yes (X)
AUDRA WATSON
PROG. OFFICER & DIRECTOR32.00$112,081$0$16,987Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,450,119TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$296,267TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SIX RED MARBLES LLC
224 SCHILLING CIRCLE SUITE 250HUNT VALLEYMD21031PROGRAM CONSULTING$296,371
CLEARVIEW CONSULTING LLC
177 PILGRIM DRIVEHOLDENMA01520PROGRAM CONSULTING$170,314
WORLDCLASS LLC
1248 LOST WOODS ROADOCONOMOWOCWI53066PROGRAM CONSULTING$153,106
PODESTA GROUP
1001 G STREET NW SUITE 900 EASTWASHINGTONDC20008PROFESSIONAL FUNDRAISING$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$7,384,158GovernmentGrantsAmt
All Other Contributions$28,972,421AllOtherContributionsAmt
Noncash Contributions$1,191,358NoncashContributionsAmt
Total Contributions$36,356,579TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$239,499TotalRevenueColumnAmt
Exclusion$239,499ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,782,221SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,750,158SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$32,063SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,063TotalRevenueColumnAmt
Exclusion$32,063ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business485000BusinessCd
Total Revenue Column$1,535TotalRevenueColumnAmt
Related Or Exempt Func Income$1,535RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,535OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,629,676TotalRevenueColumnAmt
Related Or Exempt Func Income$1,535RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$271,562ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,747,423TotalAmt
Program Services$3,747,423ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$12,370,242TotalAmt
Program Services$12,370,242ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,207,324TotalAmt
Program Services$1,814,086ProgramServicesAmt
Management And General$253,564ManagementAndGeneralAmt
Fundraising$139,674FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,764,888TotalAmt
Program Services$2,215,131ProgramServicesAmt
Management And General$332,077ManagementAndGeneralAmt
Fundraising$217,680FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$428,294TotalAmt
Program Services$343,043ProgramServicesAmt
Management And General$51,545ManagementAndGeneralAmt
Fundraising$33,706FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$167,558TotalAmt
Program Services$134,211ProgramServicesAmt
Management And General$20,236ManagementAndGeneralAmt
Fundraising$13,111FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,027TotalAmt
Program Services$2,347ProgramServicesAmt
Management And General$1,680ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,875TotalAmt
Management And General$30,875ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$120,000TotalAmt
Fundraising$120,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,271TotalAmt
Program Services$8,443ProgramServicesAmt
Management And General$31,959ManagementAndGeneralAmt
Fundraising$2,869FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,857,435TotalAmt
Program Services$1,830,665ProgramServicesAmt
Management And General$13,697ManagementAndGeneralAmt
Fundraising$13,073FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$777,170TotalAmt
Program Services$398,874ProgramServicesAmt
Management And General$308,030ManagementAndGeneralAmt
Fundraising$70,266FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$979,709TotalAmt
Program Services$915,665ProgramServicesAmt
Management And General$49,492ManagementAndGeneralAmt
Fundraising$14,552FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,882TotalAmt
Management And General$26,882ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,525,098TotalAmt
Program Services$23,780,130ProgramServicesAmt
Management And General$1,120,037ManagementAndGeneralAmt
Fundraising$624,931FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,494,592BOYAmt
EOY$1,141,210EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,403,953BOYAmt
EOY$1,438,903EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,757,568BOYAmt
EOY$17,321,969EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$56,232BOYAmt
EOY$82,480EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$271,649LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$220,427LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$51,746BOYAmt
EOY$51,222EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,980,507BOYAmt
EOY$27,954,027EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,744,598BOYAmt
EOY$47,989,811EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$342,653BOYAmt
EOY$448,446EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,155,000BOYAmt
EOY$5,175,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,502BOYAmt
EOY$10,127EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,521,155BOYAmt
EOY$5,633,573EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,570,557BOYAmt
EOY$2,305,341EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,023,191BOYAmt
EOY$38,421,202EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,629,695BOYAmt
EOY$1,629,695EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,223,443BOYAmt
EOY$42,356,238EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,744,598BOYAmt
EOY$47,989,811EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,104,578ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$28,217NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

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$16,838,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,288,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,307,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,361,476CurrentTaxYearMinus1YearAmt
Current Tax Year$36,356,579CurrentTaxYearAmt
Total$111,152,620TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,838,787CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,288,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,307,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,361,476CurrentTaxYearMinus1YearAmt
Current Tax Year$36,356,579CurrentTaxYearAmt
Total$111,152,620TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$42,296,785SubstantialContributorsTotAmt
Public Support Total170$68,855,835PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$353,663CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$298,577CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$260,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,627CurrentTaxYearMinus1YearAmt
Current Tax Year$176,418CurrentTaxYearAmt
Total$1,274,166TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$535CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$192CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,535CurrentTaxYearAmt
Total$5,188TotalAmt
FieldValueIRS element (for citing)
Total Support$112,431,974TotalSupportAmt
Public Support CY1700.61240PublicSupportCY170Pct
Public Support PY1700.65630PublicSupportPY170Pct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,629,695BeginningYearBalanceAmt
Investment Earnings Or Losses$61,223InvestmentEarningsOrLossesAmt
Other Expenditures$61,223OtherExpendituresAmt
End Year Balance$1,629,695EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,629,695BeginningYearBalanceAmt
Investment Earnings Or Losses$149,342InvestmentEarningsOrLossesAmt
Other Expenditures$149,342OtherExpendituresAmt
End Year Balance$1,629,695EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,355,362BeginningYearBalanceAmt
Contributions$586ContributionsAmt
Investment Earnings Or Losses$131,018InvestmentEarningsOrLossesAmt
Other Expenditures$857,271OtherExpendituresAmt
End Year Balance$1,629,695EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,263,154BeginningYearBalanceAmt
Contributions$92,208ContributionsAmt
Investment Earnings Or Losses$31,476InvestmentEarningsOrLossesAmt
Other Expenditures$31,476OtherExpendituresAmt
End Year Balance$2,355,362EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,263,154BeginningYearBalanceAmt
Investment Earnings Or Losses$20,508InvestmentEarningsOrLossesAmt
Other Expenditures$20,508OtherExpendituresAmt
End Year Balance$2,263,154EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,529OtherCostOrOtherBasisAmt
Depreciation$16,476DepreciationAmt
Book Value$28,053BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$227,120OtherCostOrOtherBasisAmt
Depreciation$203,951DepreciationAmt
Book Value$23,169BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$51,222TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASESDesc
Amt$10,127Amt
FieldValueIRS element (for citing)
Total Liability$10,127TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,657,893TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$28,217NetUnrealizedGainsInvstAmt
Revenue Not Reported$28,217RevenueNotReportedAmt
Revenue Subtotal$36,629,676RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,629,676TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,525,098TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$25,525,098ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,525,098TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS.
PART X, LINE 2:THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) SO THIS DISCLOSURE IS NO LONGER REQUIRED BASED ON RECENT GUIDANCE BY THE AICPA.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1PODESTA GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 G STREET NW SUITE 900 EASTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
ActivitySOLICITATION OF GOVERNMENT GRANTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$120,000RetainedByContractorAmt
Net To Organization-$120,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$120,000TotalRetainedByContractorsAmt
Total Net To Organization-$120,000TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BALL STATE UNIVERSITY
2100 RIVERSIDE AVEMUNCIEIN47306356000221501(C)(3)$36,000TEACHING & LEADERSHIP FELLOWSHIPS
COLUMBUS STATE UNIVERSITY
4225 UNIVERSITY AVENUECOLUMBUSGA31907586011208501(C)(3)$160,000TEACHING & LEADERSHIP FELLOWSHIPS
EASTERN MICHIGAN UNIVERSITY
900 OAKWOOD STREETYPSILANTIMI48197382953297501(C)(3)$30,000TEACHING & LEADERSHIP FELLOWSHIPS
GEORGIA STATE UNIVERSITY FOUNDATION
33 GILMER STREET SEATLANTAGA30302586033185501(C)(3)$160,000TEACHING & LEADERSHIP FELLOWSHIPS
INDIANA STATE UNIVERSITY FOUNDATION
30 NORTH 5TH STREETTERRE HAUTEIN47807356045550501(C)(3)$188,000TEACHING & LEADERSHIP FELLOWSHIPS
INDIANA UNIVERSITY
107 S INDIANA AVENUEBLOOMINGTONIN47405356001673501(C)(3)$204,926TEACHING & LEADERSHIP FELLOWSHIPS
KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION
1000 CHASTAIN ROADKENNESAWGA30144371535589501(C)(3)$80,114TEACHING & LEADERSHIP FELLOWSHIPS
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103694501(C)(3)$1,000,000TEACHING & LEADERSHIP FELLOWSHIPS
MERCER UNIVERSITY
1400 COLEMAN AVENUEMACONGA31207580566167501(C)(3)$160,000TEACHING & LEADERSHIP FELLOWSHIPS
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM BOULEVARDEAST LANSINGMI48824386005984501(C)(3)$100,505TEACHING & LEADERSHIP FELLOWSHIPS
MILWAUKEE SCHOOL OF ENGINEERING
1025 N BROADWAYMILWAUKEEWI53202390477970501(C)(3)$250,000TEACHING & LEADERSHIP FELLOWSHIPS
MONTCLAIR STATE UNIVERSITY
1 NORMAL AVE MONTCLAIRMONTCLAIRNJ07043226017209501(C)(3)$50,000TEACHING & LEADERSHIP FELLOWSHIPS
NEW MEXICO STATE UNIVERSITY
2850 WEDDELL STREETLAS CRUCESNM88003856000401501(C)(3)$16,230TEACHING & LEADERSHIP FELLOWSHIPS
PIEDMONT COLLEGE
1021 CENTRAL AVEDEMORESTGA30535580566212501(C)(3)$160,000TEACHING & LEADERSHIP FELLOWSHIPS
PURDUE UNIVERSITY
400 CENTRAL DRIVEWEST LAFAYETTEIN60673356002041501(C)(3)$156,000TEACHING & LEADERSHIP FELLOWSHIPS
ROWAN UNIVERSITY
201 MULLICA HILL RDGLASSBORONJ08028222764819501(C)(3)$50,000TEACHING & LEADERSHIP FELLOWSHIPS
RUTGERS UNIVERSITY - CAMDEN
303 COOPER STCAMDENNJ08102226001086501(C)(3)$50,000TEACHING & LEADERSHIP FELLOWSHIPS
THE COLLEGE OF NEW JERSEY
2000 PENNINGTON RDEWING TOWNSHIPNJ08618222448189501(C)(3)$50,000TEACHING & LEADERSHIP FELLOWSHIPS
THE INSTITUTE OF PLAY
134 W 26TH ST 780NEW YORKNY10001208220333501(C)(3)$50,000TEACHING & LEADERSHIP FELLOWSHIPS
UNIVERSITY OF INDIANAPOLIS
1401 EAST HANNA AVENUEINDIANAPOLISIN46227350868107501(C)(3)$110,000TEACHING & LEADERSHIP FELLOWSHIPS
UNIVERSITY OF NEW MEXICO
MSCO5 3090ALBUQUERQUENM87131237126805501(C)(3)$204,576TEACHING & LEADERSHIP FELLOWSHIPS
VALPARAISO UNIVERSITY
1700 CHAPEL DRIVEVALPARAISOIN46383350868125501(C)(3)$52,500TEACHING & LEADERSHIP FELLOWSHIPS
WAYNE STATE UNIVERSITY
42 WEST WARREN AVENUEDETROITMI48202383555142501(C)(3)$172,406TEACHING & LEADERSHIP FELLOWSHIPS
WESTERN MICHIGAN UNIVERSITY
1903 WESTERN MICHIGAN AVENUEKALAMAZOOMI49008386007327501(C)(3)$156,166TEACHING & LEADERSHIP FELLOWSHIPS
WILLIAM PATERSON UNIVERSITY
300 POMPTON RDWAYNENJ07470222781603501(C)(3)$100,000TEACHING & LEADERSHIP FELLOWSHIPS
FieldValueIRS element (for citing)
Total501c3 Org25Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS22$550,000
MELLON FDN DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS AND CAREER ENHANCEMENT FELLOWSHIPS TUITION AND EDUCATION EXPENSES77$1,308,000
WOMEN'S STUDIES FELLOWSHIPS10$50,000
US STATE DEPARTMENT FOREIGN AFFAIRS FELLOWSHIPS TUITION AND EDU. EXPENSES109$3,178,110
ANNENBERG FDN NATIONAL TEACHING FELLOWSHIPS18$18,000
ROCKEFELLER BROTHERS FDN FELLOWSHIPS12$270,000
TEACHING FELLOWSHIPS295$4,271,132
MBA FELLOWSHIPS90$2,725,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationRECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 (9 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
ARTHUR LEVINE
PRESIDENT$525,000$0$0$0$0$0$26,000$0$2,386$0$553,386$0$0$0
STEPHANIE HULL
EXECUTIVE VP AND COO$360,859$0$0$0$0$0$26,000$0$5,655$0$392,514$0$0$0
BEVERLY SANFORD
SECRETARY/VICE PRESIDENT$191,914$0$0$0$0$0$19,415$0$6,187$0$217,516$0$0$0
LEANN BUNTROCK
DIRECTOR, MBA IN EDUC. LEA$249,586$0$0$0$0$0$25,375$0$14,969$0$289,930$0$0$0
JOSE OCHOA
DIRECTOR, TEACHING FELLOWSHIPS$163,475$0$0$0$0$0$16,375$0$2,576$0$182,426$0$0$0
DAVID ZAROWIN
DIRECTOR, TEACHING AND LEARNING LAB$181,322$0$0$0$0$0$0$0$2,018$0$183,340$0$0$0
PEGGY MOORHEAD SEAS
VICE PRESIDENT FOR DEVELOPMENT$167,419$0$0$0$0$0$13,042$0$14,229$0$194,690$0$0$0
THOMAS BORDENKIRCHER
STATE DIRECTOR, TF$143,170$0$0$0$0$0$14,591$0$6,347$0$164,108$0$0$0
NAN ROSSIEN
CONTROLLER$129,959$0$0$0$0$0$13,557$0$16,939$0$160,455$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT & COO TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonLAUREN MADDOXPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionLAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUPRelationshipDescriptionTxt
Transaction$120,000TransactionAmt
TransactionTHE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO EXTRA COMPENSATION AS A RESULT OF THIS ARRANGEMENT.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$1,191,358NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON A BENCHMARKING STUDY PROVIDED TO THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18FORM 990 AND 1023 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D).
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D)
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

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