EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC (EIN 27-0963869)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349305311
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:06:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043023027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDOLINO & LOWEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 WASHINGTON ST SUITE 101 | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270963869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M KENNEDY INSTITUTE FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | UNITED STATES SENATE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6177407000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COLUMBIA POINT 210 MORRISSEY BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021253314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN MACCORMACK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177407000 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M PACHECO CPA | PreparerPersonNm |
| PTIN | P00015143 | PTIN |
| Phone | 5085431720 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN MACCORMACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COLUMBIA POINT 210 MORRISSEY BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,744,349 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EMKINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE EDWARD M. KENNEDY INSTITUTE IS COMMITTED TO INVIGORATING PUBLIC DISCOURSE, (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 1) ENCOURAGING PARTICIPATORY DEMOCRACY, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. OPENING TO THE PUBLIC IN MARCH 2015, THE SITE WILL BE A DYNAMIC CENTER OF NON-PARTISAN LEARNING AND ENGAGEMENT THAT WILL UTILIZE CUTTING-EDGE TECHNOLOGY TO PROVIDE EACH VISITOR WITH A UNIQUE AND INFORMATION-RICH, PERSONALIZED EXPERIENCE THAT WILL BRING HISTORY TO LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,081,829 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,037,383 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,129,130 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,811,339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $229,950 | PYOtherRevenueAmt |
| CY Other Revenue | $32,289 | CYOtherRevenueAmt |
| PY Total Revenue | $4,440,909 | PYTotalRevenueAmt |
| CY Total Revenue | $9,881,011 | 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 | $1,665,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,378,537 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $673,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,099,904 | PYOtherExpensesAmt |
| CY Other Expenses | $5,538,860 | CYOtherExpensesAmt |
| PY Total Expenses | $3,765,280 | PYTotalExpensesAmt |
| CY Total Expenses | $8,917,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $675,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $963,614 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,951,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,572,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,070 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $362,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,856,575 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,210,231 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EDWARD M. KENNEDY INSTITUTE IS COMMITTED TO INVIGORATING PUBLIC DISCOURSE, ENCOURAGING PARTICIPATORY DEMOCRACY, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. (CONTINUED ON SCHEDULE O) (CONTINUED FROM 990 PAGE 2) GROUNDBREAKING FOR THE FACILITY OCCURED IN APRIL 2011. OPENING TO THE PUBLIC IN MARCH 2015, THE SITE WILL BE A DYNAMIC CENTER OF NON-PARTISAN LEARNING AND ENGAGEMENT THAT WILL UTILIZE CUTTING-EDGE TECHNOLOGY TO PROVIDE EACH VISITOR WITH A UNIQUE AND INFORMATION-RICH, PERSONALIZED EXPERIENCE THAT WILL BRING HISTORY TO LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,696,268 | ExpenseAmt |
| Desc | FINALIZE, TEST WITH PARTICIPANTS AND FINISH BUILDING THE EDUCATIONAL PROGRAMS, EXHIBITS, AND TECHNOLOGY THAT COMPRISE THE INSTITUTE WHICH OPENED IN 2015. THIS INCLUDED FOCUS GROUPS WITH STUDENTS AND TEACHERS TO HONE THE EDUCATIONAL PROGRAMS. DURING 2014, CONSTRUCTION OF THE 68,000 SQ FT FACILITY WAS COMPLETED ALLOWING FOR ADMINISTRATIVE AND OPERATIONAL OFFICES TO BE LOCATED IN THE BUILDING. WE CONTINUED TO PREPARE FOR THE FACILITY OPENING BY HIRING AND TRAINING NEEDED STAFF FOR THE VISITOR EXPERIENCE. EFFORTS WERE MADE IN THE PLANNING OF THE INSTITUTE'S OPENING AND DEDICATION INCLUDING MARKETING AND OUTREACH INITIATIVES. | Desc |
| Total Program Service Expenses | $6,696,268 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH D LOWEY CUSTODIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085431720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 WASHINGTON STREET SUITE 101 | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| A LEE FENTRESS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA A SOULIOTIS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA REGGIE KENNEDY | |||||||
| DIRECTOR/PRESIDENT OF THE BOARD | 12.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK LITTLEFIELD | |||||||
| SECRETARY/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RANNY COOPER | |||||||
| TREASURER/DIRECTOR | 3.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| J KEITH MOTLEY | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED A SEIGEL | |||||||
| CHAIRMAN/DIRECTOR | 7.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PATRICK KENNEDY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CARET | |||||||
| DIRECTOR | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A DASCHLE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TRENT LOTT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RALPH MARTIN II | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS B SUSMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HENRY M THOMAS III | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KARAM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE CUTTER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW H TARSY | |||||||
| FORMER PRESIDENT | 40.00 | $311,983 | $0 | $22,535 | Yes (X) | ||
| GRACIELA R MORENO-FRY | |||||||
| VP OF OPERATIONS AND FINANCE | 40.00 | $204,073 | $0 | $23,763 | Yes (X) | ||
| JEAN MACCORMACK | |||||||
| PRESIDENT | 24.00 | $74,278 | $0 | $995 | Yes (X) | ||
| MAUREEN GRIECO | |||||||
| VP OF DEVELOPMENT | 40.00 | $164,083 | $0 | $8,482 | Yes (X) | ||
| BILLIE DEWALT | |||||||
| EXECUTIVE VP & MUSEUM DIRECTOR | 40.00 | $139,365 | $0 | $2,717 | Yes (X) | ||
| VIRGINIA M O'SULLIVAN | |||||||
| SENIOR ADMINISTRATIVE DIRECTOR | 40.00 | $125,300 | $0 | $3,834 | Yes (X) | ||
| PAUL S REHME | |||||||
| DIRECTOR OF COMPLIANCE | 40.00 | $107,500 | $0 | $8,062 | Yes (X) | ||
| KELLY BOVIO | |||||||
| DIRECTOR OF GOVERNMENT RELATIONS | 40.00 | $112,897 | $0 | $21,074 | Yes (X) | ||
| NELL BREYER | |||||||
| DIRECTOR OF EDUCATION AND PROGRAMMING | 40.00 | $134,740 | $0 | $21,680 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,374,219 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONTROL GROUP INC | |||||
| 233 BROADWAY 21ST FLOOR | NEW YORK | NY | 10279 | PRODUCTION OF EXHIBIT & WEBSITE DESIGNER | $4,591,114 |
| ESI DESIGN CORPORATION | |||||
| 111 FIFTH AVE | NEW YORK | NY | 10003 | DESIGN SERVICES | $603,967 |
| THREESPOT MEDIA LLC | |||||
| 3333 14TH STREET NW SUITE 300 | WASHINGTON | DC | 20010 | WEBSITE DESIGN | $383,514 |
| FINN PARTNERS INC | |||||
| 301 EAST 57TH STREET | NEW YORK | NY | 10022 | PRODUCTION OF COMMUNICATIONS PROGRAMS | $275,166 |
| DAN BOSIN ASSOCIATES | |||||
| 136 NORTH 3RD STREET | PHILADELPHIA | PA | 19106 | MANAGER OF EXHIBIT CONTRACTS | $201,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,037,383 | AllOtherContributionsAmt |
| Noncash Contributions | $449,500 | NoncashContributionsAmt |
| Total Contributions | $6,037,383 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $815,468 | TotalRevenueColumnAmt |
| Exclusion | $815,468 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,859,209 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,863,338 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,995,871 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,995,871 | TotalRevenueColumnAmt |
| Exclusion | $2,995,871 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,289 | TotalRevenueColumnAmt |
| Exclusion | $32,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,289 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,881,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,843,628 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,219 | TotalAmt |
| Program Services | $867,906 | ProgramServicesAmt |
| Management And General | $293,557 | ManagementAndGeneralAmt |
| Fundraising | $212,756 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485,964 | TotalAmt |
| Program Services | $938,481 | ProgramServicesAmt |
| Management And General | $317,427 | ManagementAndGeneralAmt |
| Fundraising | $230,056 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,172 | TotalAmt |
| Program Services | $20,950 | ProgramServicesAmt |
| Management And General | $7,086 | ManagementAndGeneralAmt |
| Fundraising | $5,136 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,525 | TotalAmt |
| Program Services | $176,374 | ProgramServicesAmt |
| Management And General | $59,656 | ManagementAndGeneralAmt |
| Fundraising | $32,495 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,657 | TotalAmt |
| Program Services | $138,789 | ProgramServicesAmt |
| Management And General | $46,943 | ManagementAndGeneralAmt |
| Fundraising | $30,925 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,309 | TotalAmt |
| Program Services | $132,720 | ProgramServicesAmt |
| Management And General | $86,871 | ManagementAndGeneralAmt |
| Fundraising | $21,718 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,494 | TotalAmt |
| Program Services | $127,543 | ProgramServicesAmt |
| Management And General | $144,951 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,053 | TotalAmt |
| Management And General | $106,053 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,522 | TotalAmt |
| Program Services | $256,034 | ProgramServicesAmt |
| Management And General | $146,418 | ManagementAndGeneralAmt |
| Fundraising | $25,070 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,603 | TotalAmt |
| Program Services | $754,179 | ProgramServicesAmt |
| Management And General | $23,568 | ManagementAndGeneralAmt |
| Fundraising | $7,856 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,315 | TotalAmt |
| Program Services | $160,252 | ProgramServicesAmt |
| Management And General | $28,044 | ManagementAndGeneralAmt |
| Fundraising | $12,019 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,875 | TotalAmt |
| Program Services | $259,702 | ProgramServicesAmt |
| Management And General | $125,663 | ManagementAndGeneralAmt |
| Fundraising | $33,510 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,368 | TotalAmt |
| Program Services | $77,426 | ProgramServicesAmt |
| Management And General | $4,118 | ManagementAndGeneralAmt |
| Fundraising | $824 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WEBSITE | $837,268 | $807,075 | $30,193 | $0 |
| COMMUNICATIONS AND PUBL | $833,234 | $833,234 | $0 | $0 |
| RESEARCH AND DEVELOPMEN | $312,993 | $308,927 | $4,066 | $0 |
| COLLECTIBLES | $256,085 | $256,085 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,741 | TotalAmt |
| Program Services | $580,591 | ProgramServicesAmt |
| Management And General | $123,016 | ManagementAndGeneralAmt |
| Fundraising | $61,134 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,917,397 | TotalAmt |
| Program Services | $6,696,268 | ProgramServicesAmt |
| Management And General | $1,547,630 | ManagementAndGeneralAmt |
| Fundraising | $673,499 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,422 | BOYAmt |
| EOY | $483,249 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,299,558 | BOYAmt |
| EOY | $9,401,447 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,469,424 | BOYAmt |
| EOY | $8,015,035 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,968 | BOYAmt |
| EOY | $813,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,999,549 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $480,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,448,604 | BOYAmt |
| EOY | $22,518,716 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,002,263 | BOYAmt |
| EOY | $27,029,605 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,966,406 | BOYAmt |
| EOY | $28,289,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,951,645 | BOYAmt |
| EOY | $96,572,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,782 | BOYAmt |
| EOY | $201,834 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,288 | BOYAmt |
| EOY | $160,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,070 | BOYAmt |
| EOY | $362,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,868,253 | BOYAmt |
| EOY | $41,720,770 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,476,856 | BOYAmt |
| EOY | $18,977,995 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,511,466 | BOYAmt |
| EOY | $35,511,466 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,856,575 | BOYAmt |
| EOY | $96,210,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,951,645 | BOYAmt |
| EOY | $96,572,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $963,614 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,767,575 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $525,901 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$368,284 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $42,488,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,284,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,081,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,037,383 | CurrentTaxYearAmt |
| Total | $76,463,068 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,488,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,284,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,081,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,037,383 | CurrentTaxYearAmt |
| Total | $76,463,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $76,463,068 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $831,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $900,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $774,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $815,468 | CurrentTaxYearAmt |
| Total | $3,565,552 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Total | $850 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | -$156,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$58,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $229,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,289 | CurrentTaxYearAmt |
| Total | $47,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $80,076,527 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,917,397 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,917,397 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $595,870 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $148,968 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $278,218 | CurrentYearMinus3Amt |
| Current Year Minus2 | $326,264 | CurrentYearMinus2Amt |
| Current Year Minus1 | $338,262 | CurrentYearMinus1Amt |
| Current Year | $595,870 | CurrentYearAmt |
| Total | $1,538,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,307,921 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,000 | CurrentYearMinus3Amt |
| Total | $36,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,555 | CurrentYearMinus3Amt |
| Current Year Minus2 | $81,566 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,566 | CurrentYearMinus1Amt |
| Current Year | $148,968 | CurrentYearAmt |
| Total | $384,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $576,983 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $449,500 | RevenuesIncludedAmt |
| Assets Included | $12,955,008 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,511,466 | BeginningYearBalanceAmt |
| End Year Balance | $35,511,466 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,511,466 | BeginningYearBalanceAmt |
| End Year Balance | $35,511,466 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,511,466 | BeginningYearBalanceAmt |
| End Year Balance | $35,511,466 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,487,806 | BeginningYearBalanceAmt |
| Contributions | $23,660 | ContributionsAmt |
| End Year Balance | $35,511,466 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $35,487,806 | ContributionsAmt |
| End Year Balance | $35,487,806 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,702,500 | OtherCostOrOtherBasisAmt |
| Book Value | $2,702,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,442,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,987 | DepreciationAmt |
| Book Value | $19,439,844 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $416,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $227,125 | DepreciationAmt |
| Book Value | $189,660 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,433 | OtherCostOrOtherBasisAmt |
| Depreciation | $250,721 | DepreciationAmt |
| Book Value | $186,712 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,518,716 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $28,289,245 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,289,245 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EXPENSES | $148,944 |
| CREDIT CARDS PAYABLE | $11,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $160,779 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,165,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,767,575 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $525,901 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$1,241,674 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,406,674 | RevenueSubtotalAmt |
| Other Revenues Not Included | $474,337 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $474,337 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,881,011 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,811,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,811,344 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $106,053 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $106,053 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,917,397 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTION INCLUDES PERSONAL EFFECTS, INCLUDING FURNITURE AND MEMORABILIA FROM SENATOR EDWARD KENNEDY'S OFFICE, WHICH WILL BE USED AS PART OF A PUBLIC DISPLAY AT THE INSTITUTE. THIS PUBLIC DISPLAY WILL FURTHER THE INSTITUTE'S EXEMPT STATUS USING HISTORIC ITEMS TO GIVE THE PUBLIC AN OPPORTUNITY TO VISIT A RE-CREATION OF U.S. SENATOR KENNEDY'S UNITED STATES SENATE OFFICE WHICH WAS LOCATED IN THE RUSSELL SENATE OFFICE BUILDING. THE EXPERIENCE WILL PROVIDE ORIGINAL EXAMPLES OF ACHIEVEMENT IN PUBLIC POLICY AND ELECTIVE SERVICE. THE COLLECTION ALSO INCLUDES WARHOL SILKSCREENS, PHOTOGRAPHS BY KEN REGAN AND A SENATE PIECE (MULTI-MEDIA ELECTRONIC KINETIC SCULPUTURE), WHICH MAY BE USED IN PUBLIC DISPLAYS AND EVENTS FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE INSTITUTE AND ITS MISSION. THE INSTITUTE PLANS TO USE THE HYANNIS PORT, MA HOUSE TO SUPPORT AND ENHANCE ITS MISSION OF EDUCATING THE PUBLIC ABOUT THE U.S. GOVERNMENT, INVIGORATING PUBLIC DISCOURSE, EMPHASIZING THE IMPORTANCE OF BIPARTISANSHIP, AND INSPIRING THE NEXT GENERATION OF CITIZENS AND LEADERS TO ENGAGE IN THE PUBLIC SQUARE. SPECIFICALLY, IT IS EXPECTED THAT THE HOUSE WILL HOST SELECTED EDUCATIONAL SEMINARS AND FORUMS ORGANIZED BY THE INSTITUTE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES, NETTED WITH REVENUE 101,441. POWERSHARES DB COMMODITY INDEX K-1 INTEREST 190. POWERSHARES DB COMMODITY INDEX K-1 CAPITAL LOSS -144,165. NON CASH CONTRIBUTIONS 449,500. POWERSHARES DB COMMODITY INDEX ADJUSTMENT TO BASIS 67,371. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES, NETTED WITH REVENUE 101,441. POWERSHARES DB COMMODITY INDEX K-1 INVESTMENT FEES 4,612. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW H TARSY | ||||||||||||||
| FORMER PRESIDENT | $311,983 | $0 | $0 | $0 | $0 | $0 | $7,020 | $0 | $15,515 | $0 | $334,518 | $0 | $0 | $0 |
| GRACIELA R MORENO-FRY | ||||||||||||||
| VP OF OPERATIONS AND FINANCE | $204,073 | $0 | $0 | $0 | $0 | $0 | $6,381 | $0 | $17,382 | $0 | $227,836 | $0 | $0 | $0 |
| MAUREEN GRIECO | ||||||||||||||
| VP OF DEVELOPMENT | $164,083 | $0 | $0 | $0 | $0 | $0 | $3,231 | $0 | $5,251 | $0 | $172,565 | $0 | $0 | $0 |
| NELL BREYER | ||||||||||||||
| DIRECTOR OF EDUCATION AND PROGRAMMIN | $134,740 | $0 | $0 | $0 | $0 | $0 | $4,298 | $0 | $17,382 | $0 | $156,420 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | 102 PHOTOGRAPHS BY KEN REGAN | 1 | $185,000 | FMV ON DATE OF DONAT |
| Yes (X) | 58 PHOTOGRAPHS BY KEN REGAN | 1 | $105,500 | FMV ON DATE OF DONAT |
| Yes (X) | 58 PHOTOGRAPHS BY KEN REGAN | 1 | $104,000 | FMV ON DATE OF DONAT |
| Yes (X) | MULTI-MEDIA ELECTRONIC KINETIC SCULPTURE | 1 | $55,000 | FMV ON DATE OF DONAT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN SCHEDULE M, PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTORS FOR EACH NON-CASH CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR ROBERT CARET SERVES AS THE PRESIDENT OF THE UNIVERSITY OF MASSACHUSETTS AND DIRECTOR J. KEITH MOTLEY SERVES AS CHANCELLOR OF THE UNIVERSITY OF MASSACHUSETTS - BOSTON AND, AS SUCH, REPORTS DIRECTLY TO DIRECTOR CARET. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE MANAGEMENT OF CERTAIN FINANCIAL OPERATIONS HAS BEEN DELEGATED TO VERDOLINO & LOWEY, P.C. IN ADDITION, CAMBRIDGE ASSOCIATES PROVIDES INVESTMENT REVIEW SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING WITH SUFFICIENT TIME TO PROVIDE COMMENTS, IF ANY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE ASKS ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY. EMPLOYEES ARE ALSO ASKED TO SIGN THE INSTITUTE'S WHISTLEBLOWER POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE ENGAGED DEVELOPMENT GUILD/DDI, INC. TO LEAD THE SEARCH FOR THE INSTITUTE'S NEW VICE PRESIDENT FOR DEVELOPMENT. DEVELOPMENT GUILD/DDI, INC. PROVIDED THE BOARD WITH INDEPENDENT ADVICE AND RECOMMENDATIONS FOR THIS COMPENSATION BASED UPON THEIR EXTENSIVE EXPERIENCE IN ADVISING OTHER ORGANIZATIONS ACROSS THE UNITED STATES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONED, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT, 2013, 2012, 2011 AND 2010 FORM 990 AS WELL AS THE 2009 FORM 990-N (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE APPROPRIATE REGULATORY AGENCIES AND ARE AVAILABLE THROUGH THESE PUBLIC SOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE INSTITUTE. |
| FORM 990, PART XI, LINE 9: | POWERSHARES DB COMMODITY INDEX K-1 INTEREST -190. POWERSHARES DB COMMODITY INDEX K-1 CAPITAL LOSS 144,165. POWERSHARES DB COMMODITY INDEX K-1 INVESTMENT FEES 4,612. NON CASH CONTRIBUTIONS -449,500. POWERSHARES DB COMMODITY INDEX ADJUSTMENT TO BASIS -67,371. |
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