CATO INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-11-12
- IRS object ID
- 201523169349301672
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T09:36:52-06:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720B ROCKLEDGE DRIVE SUITE 750 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237432162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATO INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VALERIE USHER | InCareOfNm |
| Business Name Control | CATO | BusinessNameControlTxt |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HEIMERMAN | PersonNm |
| Person Title | VP/ CHIEF ADMIN. OFFICER | PersonTitleTxt |
| Phone | 2028420200 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL D O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016547555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER GOETTLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,692,472 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 248 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $27,386,455 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,969,047 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $661,801 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $775,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $93,318 | CYInvestmentIncomeAmt |
| PY Other Revenue | $215,590 | PYOtherRevenueAmt |
| CY Other Revenue | $232,461 | CYOtherRevenueAmt |
| PY Total Revenue | $28,350,110 | PYTotalRevenueAmt |
| CY Total Revenue | $36,069,847 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $708,851 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $773,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,172,134 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,045,093 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,106,450 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,657,580 | PYOtherExpensesAmt |
| CY Other Expenses | $12,427,096 | CYOtherExpensesAmt |
| PY Total Expenses | $24,538,565 | PYTotalExpensesAmt |
| CY Total Expenses | $28,246,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,811,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,823,690 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,520,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,934,328 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,065,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,664,359 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,454,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,269,969 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,943,925 | ExpenseAmt |
| Grant | $773,968 | GrantAmt |
| Revenue | $775,021 | RevenueAmt |
| Desc | Public policy and research Cato's primary program is public policy, including research and outreach. In order to promote the principles of individual liberty, limited government, free markets, and peace, scholars at the Cato Institute apply a libertarian perspective to a spectrum of relevant research areas: education and child policy; energy and environment; finance, banking, and monetary policy; foreign policy and national security; government and politics; health care and welfare; international economics and development; law and civil liberties; political philosophy; regulatory studies; social security; tax and budget policy; Continued on Schedule O | Desc |
| Total Program Service Expenses | $20,943,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 224 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VALERIE USHER | PersonNm |
| Phone | 2028420200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD J DENNIS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C MALONE | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS E RANDALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD S RICH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY S YASS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED YOUNG | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ETHELMAE C HUMPHREYS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H KOCH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD G SMITH | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A LEVY | |||||||||
| CHAIRMAN | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| K TUCKER ANDERSEN | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY PFOTENHAUER | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PRESTON MARSHALL | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A ALLISON | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | $527,724 | $0 | $25,570 | Yes (X) | ||
| NESTOR WEIGAND JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARON BOND | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M KILTS | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M LAPEYRE JR | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARL BARNEY | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER GOETTLER | |||||||||
| DIRECTOR | 2.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BOAZ | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0.0 | $269,357 | $0 | $26,700 | Yes (X) | |||
| TERRY BROWN through 814 | |||||||||
| Chief Administrative Officer | 40.0 | 0.0 | $121,027 | $0 | $10,935 | Yes (X) | |||
| GAYLLIS WARD | |||||||||
| SECRETARY | 40.0 | 0.0 | $107,500 | $0 | $2,829 | Yes (X) | |||
| JON HEIMERMAN beginning 914 | |||||||||
| VP/Chief Admin. Officer | 40.0 | 0.0 | $61,016 | $0 | $9,286 | Yes (X) | |||
| MARK CALABRIA | |||||||||
| director financial reg studies | 40.0 | 0.0 | $168,675 | $0 | $15,724 | Yes (X) | |||
| WILLIAM B LINDSEY | |||||||||
| VICE PRESIDENT FOR RESEARCH | 40.0 | 0.0 | $198,184 | $0 | $23,892 | Yes (X) | |||
| ROGER PILON | |||||||||
| VP FOR LEGAL AFFAIRS | 40.0 | 0.0 | $184,197 | $0 | $30,610 | Yes (X) | |||
| PATRICK MICHAELS | |||||||||
| DIR., CTR FOR THE STDY OF SCI. | 40.0 | 0.0 | $175,976 | $0 | $19,901 | Yes (X) | |||
| ANDREI ILLARIONOV | |||||||||
| SENIOR FELLOW | 40.0 | 0.0 | $172,250 | $0 | $13,780 | Yes (X) | |||
| EDWARD H CRANE | |||||||||
| FORMER PRESIDENT | 40.0 | 0.0 | $625,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,610,906 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,227 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RST MARKETING | |||||
| 1272 CORPORATE PARK DRIVE | FOREST | VA | 24551 | PRINTING AND MAILING | $656,096 |
| NETWORK ALLIANCE INC | |||||
| 12001 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | OUTSOURCED IT | $497,506 |
| LEVEL 3 COMMUNICATIONS LLC | |||||
| PO BOX 910182 | DENVER | CO | 80291 | INTERNET AND HOSTING | $267,151 |
| CONRAD DIRECT INC | |||||
| 300 KNICKERBOCKER ROAD | CRESSKILL | NJ | 07626 | PRINTING AND MAILING | $239,801 |
| KNS CONTRACTING LLC | |||||
| 4022 BLACKBURN LANE | BURTONSVILLE | MD | 20866 | BUILDING SERVICES | $212,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $34,969,047 | AllOtherContributionsAmt |
| Noncash Contributions | $2,869,666 | NoncashContributionsAmt |
| Total Contributions | $34,969,047 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $775,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $775,021 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $775,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,825 | TotalRevenueColumnAmt |
| Exclusion | $83,825 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,686 | TotalRevenueColumnAmt |
| Exclusion | $49,686 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,488,186 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,478,693 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,493 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,493 | TotalRevenueColumnAmt |
| Exclusion | $9,493 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $324,371 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $143,932 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,439 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MAILING LIST SALES | 900004 | $397 | $397 |
| OTHER INCOME | 900099 | $1,939 | $1,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,336 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,069,847 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $955,460 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $145,340 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,250 | TotalAmt |
| Program Services | $344,250 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,718 | TotalAmt |
| Program Services | $429,718 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,429 | TotalAmt |
| Program Services | $433,416 | ProgramServicesAmt |
| Management And General | $406,783 | ManagementAndGeneralAmt |
| Fundraising | $356,230 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,419,369 | TotalAmt |
| Program Services | $9,665,614 | ProgramServicesAmt |
| Management And General | $553,049 | ManagementAndGeneralAmt |
| Fundraising | $1,200,706 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,606 | TotalAmt |
| Program Services | $437,659 | ProgramServicesAmt |
| Management And General | $25,650 | ManagementAndGeneralAmt |
| Fundraising | $43,297 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,281 | TotalAmt |
| Program Services | $843,073 | ProgramServicesAmt |
| Management And General | $123,808 | ManagementAndGeneralAmt |
| Fundraising | $99,400 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,408 | TotalAmt |
| Program Services | $691,697 | ProgramServicesAmt |
| Management And General | $56,229 | ManagementAndGeneralAmt |
| Fundraising | $108,482 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,783 | TotalAmt |
| Program Services | $30,703 | ProgramServicesAmt |
| Management And General | $29,080 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,514 | TotalAmt |
| Management And General | $43,514 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,314 | TotalAmt |
| Program Services | $5,650 | ProgramServicesAmt |
| Management And General | $116,664 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,513 | TotalAmt |
| Program Services | $714,661 | ProgramServicesAmt |
| Management And General | $61,580 | ManagementAndGeneralAmt |
| Fundraising | $471,272 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,514 | TotalAmt |
| Program Services | $230,478 | ProgramServicesAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
| Fundraising | $61,760 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,113 | TotalAmt |
| Program Services | $2,677,693 | ProgramServicesAmt |
| Management And General | $227,021 | ManagementAndGeneralAmt |
| Fundraising | $1,173,399 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,777 | TotalAmt |
| Program Services | $450,627 | ProgramServicesAmt |
| Management And General | $50,118 | ManagementAndGeneralAmt |
| Fundraising | $128,032 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,983 | TotalAmt |
| Program Services | $580,744 | ProgramServicesAmt |
| Management And General | $70,849 | ManagementAndGeneralAmt |
| Fundraising | $165,390 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,323 | TotalAmt |
| Program Services | $670,824 | ProgramServicesAmt |
| Management And General | $19,266 | ManagementAndGeneralAmt |
| Fundraising | $426,233 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,448 | TotalAmt |
| Program Services | $671,699 | ProgramServicesAmt |
| Management And General | $12,058 | ManagementAndGeneralAmt |
| Fundraising | $242,691 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,667 | TotalAmt |
| Management And General | $13,667 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,386 | TotalAmt |
| Program Services | $1,119,353 | ProgramServicesAmt |
| Management And General | $115,017 | ManagementAndGeneralAmt |
| Fundraising | $322,016 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,701 | TotalAmt |
| Program Services | $264 | ProgramServicesAmt |
| Management And General | $162,437 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MAILING LIST EXPENSE | $175,544 | $120,654 | $54,890 | |
| HONORARIUM | $375,498 | $346,598 | $28,900 | |
| DUES AND SUBSCRIPTIONS | $338,757 | $250,452 | $69,660 | $18,645 |
| OTHER EXPENSES | $472,261 | $228,098 | $154,092 | $90,071 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,246,157 | TotalAmt |
| Program Services | $20,943,925 | ProgramServicesAmt |
| Management And General | $2,195,782 | ManagementAndGeneralAmt |
| Fundraising | $5,106,450 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,319 | TotalAmt |
| Program Services | $942,289 | ProgramServicesAmt |
| Fundraising | $326,030 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,130,674 | BOYAmt |
| EOY | $22,048,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,356 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,726,690 | BOYAmt |
| EOY | $5,142,213 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,643 | BOYAmt |
| EOY | $2,707,172 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,011 | BOYAmt |
| EOY | $344,562 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,828 | BOYAmt |
| EOY | $123,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,943,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,950,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,656,873 | BOYAmt |
| EOY | $36,993,246 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,672 | BOYAmt |
| EOY | $5,489,241 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,504 | BOYAmt |
| EOY | $85,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,520,251 | BOYAmt |
| EOY | $72,934,328 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,588 | BOYAmt |
| EOY | $1,897,885 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,918 | BOYAmt |
| EOY | $46,223 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,765 | BOYAmt |
| EOY | $720,251 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,271 | BOYAmt |
| EOY | $2,664,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,374,102 | BOYAmt |
| EOY | $58,708,736 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,070,781 | BOYAmt |
| EOY | $8,551,136 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,097 | BOYAmt |
| EOY | $3,010,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,454,980 | BOYAmt |
| EOY | $70,269,969 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,520,251 | BOYAmt |
| EOY | $72,934,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,823,690 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,701 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,253,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,736,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,782,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,386,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,969,047 | CurrentTaxYearAmt |
| Total | $154,127,082 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,253,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,736,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,782,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,386,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,969,047 | CurrentTaxYearAmt |
| Total | $154,127,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,846,211 | SubstantialContributorsTotAmt |
| Public Support Total170 | $134,280,871 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $430,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,511 | CurrentTaxYearAmt |
| Total | $1,247,069 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $354,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,336 | CurrentTaxYearAmt |
| Total | $369,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $155,743,319 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,398,497 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86219 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87266 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $77,101 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $71,280 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,015,918 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $51,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,086 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $80,912 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,912 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $61,866 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $61,866 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,010,097 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,010,097 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $66,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $66,530 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,010,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99800 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,656,037 | OtherCostOrOtherBasisAmt |
| Book Value | $9,656,037 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,986,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,279,418 | DepreciationAmt |
| Book Value | $24,706,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,301,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,670,745 | DepreciationAmt |
| Book Value | $2,630,255 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,993,246 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $442,192 |
| CHARITABLE GIFT ANNUITY | $246,809 |
| LONG-TERM ACCRUED EXPENSES | $31,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $720,251 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,057,086 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,701 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $885,612 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$33,604 | OtherRevenueAmt |
| Revenue Not Reported | $843,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,213,779 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$143,932 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$143,932 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,069,847 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,242,097 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $885,612 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $143,932 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,029,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,212,553 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $33,604 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,604 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,246,157 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, QUESTION 4 TO SUPPORT THE OPERATIONAL COSTS OF CATO'S CONSTITUTIONAL STUDIES and student PROGRAMs THROUGH THE ANNUAL EARNINGS OF THE ENDOWMENT NET ASSETS. |
| OTHER REVENUE INCLUDED ON RETURN NOT ON BOOKS | SCHEDULE D, PART XI, LINE 4B COST OF GOODS SOLD: (143,932) |
| OTHER EXPENSES INCLUDED ON BOOKS NOT ON FORM 990 | SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD: 143,932 |
| FIN 48 FINANCIAL STATEMENT DISCLOSURE | SCHEDULE D, PART X, LINE 2 Cato has been granted tax-exempt status as a public charity within the meaning of Section 501(c)(3) of the Internal Revenue Code (IRC). Although the organization is generally exempt from income tax, Cato is subject to unrelated business income taxes under Section 512 of the IRC, as well as subject to excise tax on excess lobbying expenses. There was no unrelated business income or excess lobbying expenses for the years ended March 31, 2015 and 2014; therefore, no provision for income tax has been recorded in the financial statements. Cato believes it has appropriate support for any tax position taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Cato recognizes interest expense and penalties related to income taxes on uncertain tax positions in management and general expenses on the statements of activities and change in net assets and accounts payable and accrued expenses in the statements of financial position. No interest expense and penalties related to income taxes on uncertain tax positions were recognized for the years ended March 31, 2015 and 2014. Tax years prior to 2011 are no longer subject to examination by the Internal Revenue Service or the tax jurisdictions of Kansas and the District of Columbia. |
| OTHER EXPENSES INCLUDED ON 990 NOT ON BOOKS | SCHEDULE D, PART XI, LINE 4B CHANGE IN SPLIT-INTEREST AGREEMENTS: 33,604 |
| OTHER REVENUE INCLUDED ON BOOKS NOT ON RETURN | SCHEDULE D, PART XI, LINE 2D CHANGE IN SPLIT-INTEREST AGREEMENTS: (33,604) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 2 | Grantmaking | $380,000 | |
| South America | 2 | Program Services | $20,048 | CONFERENCES |
| South America | 2 | Grantmaking | $29,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $429,718 | SubtotalSpentAmt |
| Total Spent | $429,718 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | South America | 1 | $29,670 | WIRE | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | Europe (Including Iceland and Greenland) | 1 | $130,000 | WIRE | N/A | N/A |
| 2014 FRIEDMAN PRIZE | Europe (Including Iceland and Greenland) | 1 | $250,000 | WIRE | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE F, PART I, LINE 2 PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | GrantTypeTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $344,250 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART 1, LINE 2 PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD H CRANE | ||||||||||||||
| FORMER PRESIDENT | $625,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $625,000 | $0 | $0 | $0 |
| DAVID BOAZ | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $269,357 | $0 | $0 | $0 | $0 | $0 | $18,200 | $0 | $8,500 | $0 | $296,057 | $0 | $0 | $0 |
| JOHN A ALLISON | ||||||||||||||
| PRESIDENT | $527,724 | $0 | $0 | $0 | $0 | $0 | $23,400 | $0 | $2,170 | $0 | $553,294 | $0 | $0 | $0 |
| MARK CALABRIA | ||||||||||||||
| director financial reg studies | $166,675 | $0 | $2,000 | $0 | $0 | $0 | $11,767 | $0 | $3,957 | $0 | $184,399 | $0 | $0 | $0 |
| WILLIAM B LINDSEY | ||||||||||||||
| VICE PRESIDENT FOR RESEARCH | $198,184 | $0 | $0 | $0 | $0 | $0 | $12,675 | $0 | $11,217 | $0 | $222,076 | $0 | $0 | $0 |
| ROGER PILON | ||||||||||||||
| VP FOR LEGAL AFFAIRS | $180,197 | $0 | $4,000 | $0 | $0 | $0 | $13,342 | $0 | $17,268 | $0 | $214,807 | $0 | $0 | $0 |
| PATRICK MICHAELS | ||||||||||||||
| DIR., CTR FOR THE STDY OF SCI. | $175,976 | $0 | $0 | $0 | $0 | $0 | $12,513 | $0 | $7,388 | $0 | $195,877 | $0 | $0 | $0 |
| ANDREI ILLARIONOV | ||||||||||||||
| SENIOR FELLOW | $172,250 | $0 | $0 | $0 | $0 | $0 | $9,813 | $0 | $3,967 | $0 | $186,030 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| WRITTEN POLICY REGARDING REIMBURSEMENT | SCHEDULE J, LINE 1B THE BOARD APPROVED THE PRESIDENT'S HOUSING ALLOWANCE AS PART OF HIS EMPLOYMENT AGREEMENT. |
| SEVERANCE PAYMENT | SCHEDULE J, LINE 4A EDWARD CRANE RECEIVED A SEVERANCE PAYMENT OF $250,000. |
| Non-fixed payments | SCHEDULE J, LINE 7 Roger Pilon and Khristine Brookes received service awards for 25 years and 5 years of service, respectively. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 65 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,869,666 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF RECEIPT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCESS USED TO REVIEW FORM 990 | PART VI, SECTION A, QUESTION 11B A DRAFT 990 IS PROVIDED TO EACH MEMBER FOR REVIEW AND COMMENT PRIOR TO FINALIZATION. |
| MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12C CATO REVIEWS CONFLICT OF INTEREST DISCLOSURES. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR, officer or key employee WITH THE CONFLICT IS REQUIRED TO CORRECT THE SITUATION OR either step down from the board or FACE TERMINATION FROM EMPLOYMENT. |
| PROCESS FOR DETERMINING COMPENSATION | PART VI, SECTION B, QUESTION 15A INDEPENDENT CONTRACTOR REVIEWS COMPENSATION/BENEFITS. THE BOARD DISCUSSES AND APPROVES EXECUTIVE COMPENSATION/BENEFITS BASED ON RESULTS OF THE INDEPENDENT STUDY. |
| MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT THE GOVERNING BODY | PART VI, SECTION A, QUESTION 7A MEMBERS OF THE BOARD VOTE TO APPROVE AND REMOVE MEMBERS. |
| DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL | PART VI, SECTION A, QUESTION 7B MEMBERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE DIRECTORS WITH A MAJORITY VOTE. |
| HOW THE ORGANIZATION MAKES ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, QUESTION 19 CATO'S BYLAWS, ARTICLES OF INCORPORATION, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE WHO REQUESTS THEM. FURTHER, CATO HAS ALWAYS COMPLIED, AND WILL CONTINUE TO COMPLY, WITH THE MANDATE THAT FORM 990 BE MADE PUBLICLY AVAILABLE. |
| statement of program service accomplishments | Part III, Line 4a Continued telecom, internet, and information policy; and trade and immigration. The impact of Cato's work was tangible across the board, but especially in several key areas: healthcare; finance, banking, and monetary policy; and law and civil liberties. Cato is one of the biggest and most effective filers of amicus curiae briefs in the Supreme Court. In all briefs Cato maintains an unwavering commitment to articulating for the Court how the principles of liberty and the original public meaning of the Constitution should guide decisions. The Institute established a 10-1 record in cases where it filed amicus briefs in the Supreme Court's most recent term, including the year's most anticipated case, Burwell v. Hobby Lobby. The Institute remained at the forefront of the public discourse regarding the Patient Protection and Affordable Care Act. Michael Cannon, Cato's director of health policy studies, has been recognized by major news outlets as a prolific and important voice on health care policy and legal challenges to the law since its inception. And as the policy climate inevitably shifts, Cannon continues to provide timely analysis and advance practical solutions to the nation's health care problems. Cato positioned itself to develop and communicate a comprehensive policy road map for a return to sound money with the launch of its new Center for Monetary and Financial Alternatives. The Center's ultimate goal is to build the intellectual foundation for a free-market banking system. An impressive group of scholars has already been assembled to articulate policy alternatives, including George Selgin, one of the foremost authorities on banking history and monetary theory, who gave up his academic tenure at the University of Georgia to direct the Center; James A. Dorn, the architect of Cato's internationally renowned Annual Monetary Conference; and a Council of Academic Advisors that includes two Nobel laureates in economics. Their expertise encompasses topics from the gold standard to cryptocurrencies, to bank regulation. Cato scholars Julian Sanchez, Jim Harper, and Patrick Eddington are the Institute's resident experts on issues at the intersection of technology and policy: privacy, intellectual property, internet governance and regulation, telecom regulation, and free speech and technology. They have led the public discourse about the propriety of NSA surveillance with blog posts and op-eds, and a huge social media presence. At the 2014 Cato Institute Surveillance Conference, journalists, technologists, and intelligence officials came together in an attempt to examine questions about international and domestic surveillance, transparency and democratic accountability, and law and technology. The conference featured a diverse array of perspectives, including Eric Schmidt of Google, Rep. Thomas Massie (R-KY), Alex Joel and Robert S. Litt of the Office of the Director of National Intelligence, and NSA whistleblower Edward Snowden by video chat. A final highlight is Cato's work to promote freedom around the world. Flemming Rose, foreign affairs editor at the Danish newspaper Jyllands-Posten, joined the Cato Institute as an author and adjunct scholar in 2014. Rose was responsible for the September 2005 publication of the Prophet Muhammad cartoons that initiated a major international controversy over self-censorship in the face of intimidation and freedom of speech. Cato is proud to have published Rose's latest book, The Tyranny of Silence. Rose recently participated in several Cato Institute events to share unique insights about the role of free speech in an increasingly multicultural, multireligious, and multiethnic world, including a Book Forum in Washington and an online Reddit AMA ("Ask Me Anything") live public discussion. Outreach, communications, and events Cato's media and marketing teams disseminate Cato's message across print and online platforms, including blogs, op-eds, TV and radio appearances, and social media. Web visits exceeded 10,000,000, and Facebook "Likes" and new Twitter followers surpassed 245,100 and 231,200, respectively. Cato Institute scholars produced 1,428 television and radio appearances and citations, 1,335 blog posts, and upwards of 890 op-eds. In the 2014 fiscal year, the Cato Institute continued to publish books that make a significant impact on current public policy debates. Cato published eight books-including two English translations-two ebook-originals, and two audiobooks on such topics as U.S. foreign policy and international security, threats to freedom of speech, the most recent Supreme Court term and the Affordable Care Act, public policy and the law of unintended consequences, and economic policy and Chinese economic development. The Tyranny of Silence: How One Cartoon Ignited a Global Debate on the Future of Free Speech was named one of top 10 current-affairs books of 2014 by The Economist. Cato research publications and periodicals saw a marked increase in downloads over 2013. Notably, Cato Journal had over 1 million article downloads in 2014, an increase of 26%. And Cato scholarly publications-policy analyses, white papers, research briefs in economic policy, and working papers were downloaded 696,900 times. Events in Washington, DC and across the country are a key component of the Institute's outreach efforts. Due largely to the substantial expansion of Cato's event calendar in 2014, Cato's audience and impact is ever-growing. In Washington, DC in 2014, Cato hosted 45 Book Forums, 37 Policy Forums, 17 Capitol Hill Briefings, and 16 major Conferences-including the 32nd Annual Monetary Conference and the 2014 Cato Institute Surveillance Conference, which both boasted over 200 attendees and garnered widespread attention from the media, lawmakers, and the public. Cato hosted 19 City Seminars in cities across the country, such as Naples, Florida; San Francisco, California; and New York, New York. Cato also increased outreach to students; more than 2,000 students participated in Cato programs. Additionally, 120 students attended Cato University in Latin America. |
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