2015-11-16T15:26:48-06:00 2015-06-30 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2014-07-01 591735367 NATIONAL HUMANITIES CENTER % STEPHANIE L TUCKER NATI 9195490661 7 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 277092256 STEPHANIE L TUCKER CHIEF FINANCIAL OFFICER 9194060121 2015-11-12 true Jared L Piland P01326291 9197878212 2014 2016-04-25 22:37:26Z STEPHANIE L TUCKER 7 TW ALEXANDER DR RESEARCH TRINAGLE PARK NC 27709 6778053 false X WWW.NATIONALHUMANITIESCENTER.ORG X 1976 NC THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. 38 38 34 38 0 4113521 1583028 0 0 7275932 4797385 40425 15489 11429878 6395902 1675137 1713500 0 0 2421349 2758192 0 0 405524 1289943 1361168 5386429 5832860 6043449 563042 80907969 77045605 220666 1074131 80687303 75971474 X THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. IN THE CENTER'S BEAUTIFUL OPEN SPACES - AND INCREASINGLY IN THE VASTER SPACES OF ELECTRONIC COMMUNICATIONS - SCHOLARS WORK TOGETHER IN A SHARED MISSION TO SEEK A GREATER UNDERSTANDING OF THE HUMAN CONDITION AND INFUSE AMERICAN LIFE WITH THE HUMANITIES' VITAL MESSAGE. false false 2925482 1581000 FELLOWSHIPS - THE CENTER IDENTIFIES TALENTED SCHOLARS TO PROVIDE FINANCIAL SUPPORT AND A STIMULATING ENVIRONMENT FOR THE BEST WORK IN THE HUMANITIES. ADDITIONAL SERVICES PROVIDED TO FELLOWS INCLUDE LIBRARY SERVICES, COPYING, EDITING AND DINING. 234059 COMMUNICATIONS - THE CENTER COMMUNICATES WITH ITS FELLOWS, TRUSTEES, AND OTHER FRIENDS THROUGH AN ANNUAL REPORT, A NEWSLETTER (NEWS OF THE NATIONAL HUMANITIES CENTER), AND OCCASIONAL PAPERS. THE COMMUNICATIONS DEPARTMENT'S EXPENSES ARE THOSE THAT ARE INCURRED IN CREATING AND DISTRIBUTING THE STATED PUBLICATIONS. 1243614 132500 EDUCATION - THE CENTER DEVELOPS MODEL PROGRAMS THAT REKINDLE TEACHERS' ENTHUSIASM FOR THE HUMANITIES THEY TEACH. 4403155 true true false false false false false false false true true false false false true true true false false false true false true false false false false true true true false false false false false false false false true false false false false false false false false true X 105 0 true 34 true false false false false false false false false false false X 38 38 false false false false false false false true true false false true true true true true true true true false X STEPHANIE L TUCKER 9195490661 7 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 ROBERT D NEWMAN PRESIDENT & DIRECTOR 40.0 0.0 X X 0 0 0 PATRICIA R MORTON CHAIRMAN 0.1 0.0 X X 0 0 0 THOMAS J SCHERER SECRETARY 0.1 0.0 X X 0 0 0 LAWRENCE R RICCIARDI TREASURER 0.1 0.0 X X 0 0 0 WILLIAM C JORDAN VICE CHAIRMAN 0.1 0.0 X X 0 0 0 JOHN F ADAMS TRUSTEE 0.1 0.0 X 0 0 0 JAMES H AVERILL TRUSTEE 0.1 0.0 X 0 0 0 PETER A BENOLIEL TRUSTEE 0.1 0.0 X 0 0 0 RICHARD H BRODHEAD TRUSTEE 0.1 0.0 X 0 0 0 DENNIS CAMPBELL TRUSTEE 0.1 0.0 X 0 0 0 WILLAIM D COHAN TRUSTEE 0.1 0.0 X 0 0 0 JENNIFER DANIELS TRUSTEE 0.1 0.0 X 0 0 0 CEES J DE BRUIN TRUSTEE 0.1 0.0 X 0 0 0 GERALD L EARLY TRUSTEE 0.1 0.0 X 0 0 0 LESLIE FAHRENKOPF FOLEY TRUSTEE 0.1 0.0 X 0 0 0 CATHERINE GALLAGHER TRUSTEE 0.1 0.0 X 0 0 0 KEVIN GUTHRIE TRUSTEE 0.1 0.0 X 0 0 0 MICHAEL ANN HOLLY TRUSTEE 0.1 0.0 X 0 0 0 THOMAS L JONES TRUSTEE 0.1 0.0 X 0 0 0 PHILIP S KHOURY TRUSTEE 0.1 0.0 X 0 0 0 THOMAS LAQUEUR TRUSTEE 0.1 0.0 X 0 0 0 RICHARD LEVY TRUSTEE 0.1 0.0 X 0 0 0 ELIZABETH BIRKELUND OBERBECK TRUSTEE 0.1 0.0 X 0 0 0 JOHN O'HARA TRUSTEE 0.1 0.0 X 0 0 0 C ALLEN PARKER TRUSTEE 0.1 0.0 X 0 0 0 BRUCE REDFORD TRUSTEE 0.1 0.0 X 0 0 0 CARA W ROBERTSON TRUSTEE 0.1 0.0 X 0 0 0 SALLY DALTON ROBINSON TRUSTEE 0.1 0.0 X 0 0 0 THOMAS W ROSS TRUSTEE 0.1 0.0 X 0 0 0 JOSHUA RUCH TRUSTEE 0.1 0.0 X 0 0 0 DIANA SORENSON TRUSTEE 0.1 0.0 X 0 0 0 MARK E THIERFELDER TRUSTEE 0.1 0.0 X 0 0 0 H HOLDEN THORP TRUSTEE 0.1 0.0 X 0 0 0 BEN VINSON III TRUSTEE 0.1 0.0 X 0 0 0 JONATHAN G WEISS TRUSTEE 0.1 0.0 X 0 0 0 RAYMOND J WIACEK TRUSTEE 0.1 0.0 X 0 0 0 A MORRIS WILLIAMS JR TRUSTEE 0.1 0.0 X 0 0 0 SUSAN WOLF TRUSTEE 0.1 0.0 X 0 0 0 PAULINE R YU TRUSTEE 0.1 0.0 X 0 0 0 GEOFFREY G HARPHAM PRESIDENT & DIRECTOR 40.0 0.0 X X 238703 0 46380 STEPHANIE TUCKER CHIEF FINANCIAL OFFICER 40.0 0.0 X 123511 0 24219 ELIZABETH C MANSFIELD VP FOR SCHOLARLY PROGRAMS 40.0 0.0 X 116699 0 34155 RICHARD R SCHRAMM VP FOR EDUCATION PROGRAMS 40.0 0.0 X 125387 0 28034 CAROL B VORHAUS DIRECTOR OF DEVELOPMENT 40.0 0.0 X 118246 0 40628 722546 0 173416 5 false true false 0 1583028 256504 1583028 0 4925054 4925054 0 0 0 0 0 254482 382151 -127669 -127669 -127669 0 0 0 CONFERENCE FEES 900099 2537 2537 MISCELLANEOUS INCOME 900099 12952 12952 15489 6395902 -112180 4925054 789000 789000 538600 538600 385900 385900 0 896096 665425 121224 109447 0 1862096 982695 650072 229329 0 0 0 0 0 0 0 0 0 153800 69454 69639 14707 1952 1952 0 0 63873 39186 6599 18088 64968 51536 4015 9417 0 175907 151279 17592 7036 415419 413354 1121 944 0 89120 89120 0 0 2606 0 2606 0 0 151261 131065 14426 5770 29360 21618 5149 2593 BOARD EXPENSES 103104 0 103104 0 BAD DEBTS 2332 0 2332 0 DINING 6482 6430 0 52 EQUIPMENT RENTAL & MAINTENANCE 23000 18055 2775 2170 77984 48486 23527 5971 5832860 4403155 1024181 405524 X 0 0 191409 801931 1300438 727901 2700 1802 0 0 0 0 0 0 0 0 23352 7110 4984428 3678016 672149 1306412 78133080 73776609 584841 423840 0 0 0 0 0 0 80907969 77045605 200380 356700 0 0 0 0 0 0 0 0 0 0 0 701316 0 0 20286 16115 220666 1074131 X 926561 561522 27597363 23053914 52163379 52356038 80687303 75971474 80907969 77045605 563042 -5278871 X X false true X true false X 2392307 2690876 3166331 2113521 1583028 11946063 0 0 2392307 2690876 3166331 2113521 1583028 11946063 1431667 10514396 1502362 2753928 2713170 7275932 4797385 19042777 0 56660 48080 39054 40425 15489 199708 31188548 0.33712 0.35813 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77964516 310054 -481289 1713500 1880500 0 74199281 70150785 2533226 8692005 1675137 1701863 34500 77964516 62779286 3196225 7522066 1700050 1643322 3420 70150785 64557615 1097429 159582 1625750 1409590 0 62779286 56053708 1137020 10221887 1432800 1419200 3000 64557615 0.00160 0.70420 0.29420 false false 2204490 2204490 0 1507967 333420 1174547 66186 17078 49108 1205785 1123028 82757 1306412 0 LEASE PAYABLE 16115 16115 X 1132031 -5278871 15000 -5263871 6395902 6395902 5847860 15000 15000 5832860 5832860 SCHEDULE D, PART V, LINE 4: USE OF ENDOWMENT FUNDS ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION AND GENERAL OPERATIONS. SCHEDULE D, PART X, LINE 2: UNCERTAIN TAX POSITIONS MANAGEMENT OF THE CENTER DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2012 TO JUNE 30, 2015 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES AS OF THE DATE OF THIS REPORT. true East Asia and the Pacific 0 0 Grantmaking 31000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 211600 North America 0 0 Grantmaking 92700 South America 0 0 Grantmaking 600 Middle East and North Africa 0 0 Grantmaking 50000 0 0 0 0 385900 385900 FELLOWSHIP STIPENDS North America 2 91500 CHECKS FELLOWSHIP STIPENDS Europe (Including Iceland and Greenland) 4 175000 CHECKS FELLOWSHIP STIPENDS East Asia and the Pacific 1 31000 CHECKS EDUCATION GRANTS & ASSISTANCE Europe (Including Iceland and Greenland) 14 36600 CHECKS EDUCATION GRANTS & ASSISTANCE North America 2 1200 CHECKS EDUCATION GRANTS & ASSISTANCE South America 1 600 CHECKS FELLOWSHIP STIPENDS Middle East and North Africa 1 50000 CHECKS false false false false false false SCHEDULE F, PART I, LINE 2: MONITORING GRANT FUNDS FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THE COST WHILE ON SABBATICAL LEAVE. SCHEDULE F, PARTS II & II: REPORTING EXPENDITURES EXPENDITURES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. true BOWDOIN COLLEGE 5400 COLLEGE STATION BRUNSWICK ME 04011 010215213 501(C)(3) 30000 FELLOWSHIP STIPENDS TEMPLE UNIVERSITY 1114 WEST BERKS STREET PHILADELPHIA PA 19122 231365971 501(C)(3) 60000 FELLOWSHIP STIPENDS STATE UNIVERSITY OF NEW YORK AT GENESCIO PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 50000 FELLOWSHIP STIPENDS NORTHWESTERN UNIVERSITY 1918 SHERIDAN ROAD EVANSTON IL 60208 362167817 501(C)(3) 52000 FELLOWSHIP STIPENDS SYRACUSE UNIVERSITY 102 ARCHOLD SYRACUSE NY 13244 150532081 501(C)(3) 35000 FELLOWSHIP STIPENDS DUKE UNIVERSITY 2200 WEST MAIN STREET DURHAM NC 27705 560532129 501(c)(3) 90000 FELLOWSHIP STIPENDS UNIVERSITY OF MISSOURI PO BOX 807012 KANSAS CITY MO 64180 436003859 501(C)(3) 42000 FELLOWSHIP STIPENDS UNIVERSITY OF SOUTH FLORIDA 4202 EAST FOWLER AVENUE TAMPA FL 33620 593102112 501(C)(3) 50000 FELLOWSHIP STIPENDS UNIVERSITY OF NORTH CAROLINA-GREENSBORO 1111 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 501(C)(3) 80000 FELLOWSHIP STIPENDS GEORGETOWN UNIVERSITY 370 O STREET NW WASHINGTON DC 20057 530196603 501(C)(3) 60000 FELLOWSHIP STIPENDS UNIVERSITY OF MIAMI 1320 SOUTH DIXIE HIGHWAY CORAL GABLES FL 33146 590624458 501(C)(3) 50000 FELLOWSHIP STIPENDS WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE ST LOUIS MO 63112 430653611 501(C)(3) 45000 FELLOWSHIP STIPENDS EMORY UNIVERSITY 1707 NORTH DECATUR ROAD ATLANTA GA 30332 580566256 501(C)(3) 55000 FELLOWSHIP STIPENDS UNIVERSITY OF COLORADO BOULDER CAMPUS BOX 275 UCB BOULDER CO 80309 846000555 501(C)(3) 35000 FELLOWSHIP STIPENDS THE PENNSYLVANIA STATE UNIVERSITY 501D KELLER BUILDING UNIVERSITY PARK PA 16802 246000376 501(C)(3) 55000 FELLOWSHIP STIPENDS 15 FELLOWSHIP STIPENDS 8 443000 EDUCATION GRANTS & ASSISTANCE 86 95600 SCHEDULE I, PART I, LINE 2: MONITORING GRANT FUNDS FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S RESIDENTIAL FELLOWSHIP PROGRAM TO HELP DEFRAY THE COST WHILE ON SABBATICAL LEAVE. X false false false false false false false false false ELIZABETH C MANSFIELD VP FOR SCHOLARLY PROGRAMS 116699 0 0 0 0 0 14587 0 19568 0 150854 0 0 RICHARD R SCHRAMM VP FOR EDUCATION PROGRAMS 125387 0 0 0 0 0 15673 0 12361 0 153421 0 0 0 CAROL B VORHAUS DIRECTOR OF DEVELOPMENT 118246 0 0 0 0 0 14781 0 25847 0 158874 0 0 0 GEOFFREY G HARPHAM PRESIDENT & DIRECTOR 238703 0 0 0 0 0 29838 0 16542 0 285083 0 0 0 X 15 256504 FAIR MARKET VALUE false true true SCHEDULE M, PART I, LINE 32B: SALE OF NONCASH CONTRIBUTIONS STOCK GIFTS ARE RECEIVED THROUGH A WELLS FARGO BROKERAGE ACCOUNT AND SOLD UPON RECEIPT. SCHEDULE M, PART I, COLUMN (B): REPORTING METHOD THE CENTER IS REPORTING IN COLUMN (B) OF PART I THE NUMBER OF SEPARATE STOCK CONTRIBUTIONS RECEIVED. FORM 990, PART V, LINE 2B: FILING REQUIRED FEDERAL EMPLOYMENT FORMS THE CENTER LEASES EMPLOYEES FROM A THIRD PARTY ADMINISTRATOR. THIS COMPANY IS RESPONSIBLE FOR FILING ALL APPLICABLE FEDERAL EMPLOYMENT TAX RETURNS FOR THE ORGANIZATION'S COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11: FORM 990 REVIEW PROCESS FORM 990 IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER WHO IS A CPA. THE CFO THEN DISCUSSES THIS INFORMATION WITH THE AUDIT COMMITTEE AND PRESENTS THE FORM 990 TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN PROVIDES A RECOMMENDATION TO EITHER ACCEPT OR MAKE CHANGES TO THE DRAFT FORM 990. THE FINAL SIGNED FORM 990 IS THEN SENT TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C: CONFLICT OF INTEREST POLICY THE CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS PROVIDED TO OFFICERS, TRUSTEES, AND EMPLOYEES ANNUALLY. OFFICERS, TRUSTEES, AND EMPLOYEES ARE REQUIRED TO VERBALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE INTERESTS ARE DISCUSSED DURING BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION COMPENSATION FOR SENIOR STAFF IS APPROVED BY THE PERSONNEL COMMITTEE. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD CHAIR AND APPROVED BY THE PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19: DOCUMENTS MADE AVAILABLE TO PUBLIC GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE AUDITING FIRM ANNUALLY AND MAKES RECOMMENDATIONS FOR THE SELECTION OF CURRENT YEAR AUDITORS FOR THE BOARD TO APPROVE.