CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY (EIN 95-3443202)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-09
- IRS object ID
- 201540409349301354
- Schema version
- 2013v4.0
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-09T15:49:43-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953443202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9099812200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD NO 120 | AddressLine1 |
| City | UPLAND | City |
| State | CA | State |
| ZIP Code | 917863675 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H GRANSDEN JR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9099882200 | PhoneNum |
| Signature | 2015-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2015-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BRIAN T KENNEDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD NO 120 | AddressLine1 |
| City | UPLAND | City |
| State | CA | State |
| ZIP Code | 917863675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,034,046 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLAREMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $5,609 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,603,053 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,552,446 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $235,029 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $437,188 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,421 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,115 | CYOtherRevenueAmt |
| PY Total Revenue | $4,959,275 | PYTotalRevenueAmt |
| CY Total Revenue | $6,104,170 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $194,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,133,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,138,310 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,100 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $42,418 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $989,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,335,758 | PYOtherExpensesAmt |
| CY Other Expenses | $2,523,021 | CYOtherExpensesAmt |
| PY Total Expenses | $4,572,996 | PYTotalExpensesAmt |
| CY Total Expenses | $4,898,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $386,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,205,721 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,309,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,660,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144,939 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,176,355 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,515,185 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,292,782 | ExpenseAmt |
| Revenue | $74,403 | RevenueAmt |
| Desc | THE CLAREMONT REVIEW OF BOOKS IS A QUARTERLY PUBLICATION FEATURING BOOK REVIEWS AND ARTICLES THAT ADDRESS THE PRINCIPLES OF THE AMERICAN FOUNDING AND CONTEMPORARY ETHICAL AND PUBLIC POLICY ISSUES. IN ADDITION TO $996,711 FOR THE MAGAZINE, PROGRAM EXPENSES ALSO INCLUDE $119,202 FOR CRB FORUMS, WHERE OPINION LEADERS AND POLICY MAKERS DISCUSS IN PERSON ISSUES COVERED IN THE MAGAZINE. THIS ALSO INCLUDES PROGRAM EXPENSES OF $176,869 FOR THE AMERICAN MIND, A VIDEO SERIES COMPLEMENTING THE MAGAZINE. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS PROGRAM GROUP TOTALED $1,292,782. REVENUES TOTALED $74,403, INCLUDING $68,794 FROM SUBSCRIPTIONS AND $5,609 FROM ADVERTISING FEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $648,047 | ExpenseAmt |
| Grant | $21,000 | GrantAmt |
| Desc | THE CENTER FOR POLITICAL PHILOSOPHY & STATESMANSHIP INCLUDES OUR EDUCATIONAL PUBLIUS FELLOWSHIPS AND LINCOLN FELLOWSHIPS TO TRAIN YOUNG CONSERVATIVE LEADERS IN THE PRINCIPLES OF LIMITED CONSTITUTIONAL GOVERNMENT. IT ALSO INCLUDES CONTINUING EDUCATION AND ALUMNI RELATIONS. EXPENSES FOR THE CENTER INCLUDE $313,482 FOR THE PUBLIUS FELLOWSHIPS, $191,066 FOR THE LINCOLN FELLOWS, AND $143,499 FOR CONTINUING EDUCATION AND ALUMNI RELATIONS. THE PUBLIUS FELLOWSHIP EXPENSES INCLUDED GRANTS (STIPENDS) TOTALING $21,000 TO THE PUBLIUS FELLOWS. REVENUES FOR THIS PROGRAM CONSISTED OF $0. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $488,106 | ExpenseAmt |
| Grant | $107,414 | GrantAmt |
| Revenue | $154,935 | RevenueAmt |
| Desc | THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE PRODUCES SCHOLARSHIP AND EDUCATIONAL PROGRAMS THAT PROMOTE THE AMERICAN FOUNDERS' VIEW OF JURISPRUDENCE. THIS PROGRAM INCLUDES THE JOHN MARSHALL FELLOWSHIPS, AN EDUCATIONAL PROGRAM FOR LAW STUDENTS AND RECENT GRADUATES. IT ALSO INCLUDES SEMINARS AND COLLOQUIA ON CONSTITUTIONAL LAW. EXPENSES FOR THIS PROGRAM INCLUDED $200,799 FOR THE JOHN MARSHALL FELLOWSHIPS AND $287,306 FOR THE ADDITIONAL ACTIVITIES OF THE CENTER. THE JOHN MARSHALL FELLOWSHIP EXPENSES INCLUDED GRANTS (STIPENDS) TOTALING $22,414 TO THE JOHN MARSHALL FELLOWS AND $85,000 TO CHAPMAN UNIVERSITY TO SUPPORT CHAPMAN'S CONSTITUTIONAL JURISPRUDENCE CLINIC. REVENUES FOR THIS PROGRAM CONSISTED OF $154,935 IN LEGAL FEE REVENUE GENERATED BY THE CENTER'S WORK. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,192,515 | ExpenseAmt |
| Grant | $66,286 | GrantAmt |
| Revenue | $207,850 | RevenueAmt |
| Desc | OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE THE WASHINGTON OFFICE LED BY FORMER SECRETARY OF EDUCATION WILLIAM J. BENNETT, THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE STATESMANSHIP PROJECT, PANELS AT THE AMERICAN POLITICAL SCIENCE ASSOCIATION'S ANNUAL MEETING, THE ENDOWED SALVATORI PRIZE IN THE AMERICAN FOUNDING, PUBLICATIONS, EVENTS, WEBSITES, AND APPEARANCES IN PRINT, BROADCAST, AND NEW MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $1,192,516. THESE EXPENSES INCLUDED A GRANT OF $35,000 FOR THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, A $25,000 PUBLISHING GRANT AND $6,286 IN GRANTS FOR INTERNS. REVENUES FOR THESE OTHER PROGRAMS TOTALED $207,850. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,192,515 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $66,286 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $207,850 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,621,450 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | 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 | 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 | AZ | 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 | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN T KENNEDY PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9099812200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD SUITE 120 | AddressLine1 |
| City | UPLAND | City |
| State | CA | State |
| ZIP Code | 91786 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ARNN LARRY P | ||||||
| DIRECTOR, VICE CHAIRMAN | 1.00 | Yes (X) | $3,000 | $0 | $0 | |
| BENNETT WILLIAM J | ||||||
| DIRECTOR, WASHINGTON FELLO | 20.00 | Yes (X) | $206,000 | $0 | $0 | |
| CRUMMER ROY E | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURRY ROBERT | ||||||
| DIRECTOR (START 3/14) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERLER EDWARD J | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | Yes (X) | $15,409 | $0 | $0 | |
| FARKAS JOEL H | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FLANNERY CHRISTOPHER | ||||||
| DIRECTOR & SR. EDITOR/CRB | 8.00 | Yes (X) | $59,600 | $0 | $0 | |
| HIGGINS JAMES E | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAFFA HARRY V | ||||||
| DIRECTOR & DIST. FELLOW | 20.00 | Yes (X) | $18,000 | $0 | $0 | |
| KENNEDY BRIAN T | ||||||
| DIRECTOR & PRESIDENT | 60.00 | Yes (X) | $189,621 | $0 | $21,205 | Yes (X) |
| KESLER CHARLES R | ||||||
| DIRECTOR & EDITOR/CRB | 8.00 | Yes (X) | $212,276 | $0 | $0 | |
| KLINGENSTEIN THOMAS D | ||||||
| DIRECTOR, CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEWIS JEFFREY B | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARINI JOHN | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | Yes (X) | $20,000 | $0 | $0 | |
| MATTSON LARRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANBORN BRUCE C | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCHRAMM PETER W | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | Yes (X) | $35,000 | $0 | $0 | |
| WEST THOMAS G | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PALM DANIEL C | ||||||
| SECRETARY | 2.00 | $4,850 | $0 | $0 | Yes (X) | |
| COLLISSON ANA | ||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $147,737 | $0 | $28,658 | Yes (X) | |
| GRANSDEN ROBERT | ||||||
| CFO/DIRECTOR OF DEVELOPMEN | 40.00 | $108,731 | $0 | $22,169 | Yes (X) | |
| WILLIAMS RYAN | ||||||
| CHIEF OPERATING OFFICER (START 5/13) | 40.00 | $91,896 | $0 | $3,482 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,112,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,514 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES KESLER | |||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | EDITOR, CRB; TEACHING, WRITING | $212,276 |
| WILLIAM J BENNETT | |||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | WASHINGTON FELLOW | $206,000 |
| BAUMWOLL INTERNATIONAL CONSULTING LTD | |||||
| 144 W 86TH ST | NEW YORK | NY | 10024 | STRATEGIC MARKETING | $192,043 |
| MORGAN MEREDITH & ASSOCIATES | |||||
| 22780 INDIAN CREEK DR 100 | STERLING | VA | 20166 | PRINTING, MAILING | $161,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $35,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,517,446 | AllOtherContributionsAmt |
| Noncash Contributions | $3,533,367 | NoncashContributionsAmt |
| Total Contributions | $5,552,446 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCE INCOME | 900099 | $213,459 | $207,850 | $5,609 |
| LEGAL FEES | 900099 | $154,935 | $154,935 | |
| SUBSCRIPTION REVENUE | 900099 | $68,794 | $68,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $437,188 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,081 | TotalRevenueColumnAmt |
| Exclusion | $109,081 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,115 | TotalRevenueColumnAmt |
| Exclusion | $1,115 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,934,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,929,876 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,340 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,340 | TotalRevenueColumnAmt |
| Exclusion | $4,340 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,104,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $431,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,609 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,536 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Program Services | $85,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,700 | TotalAmt |
| Program Services | $109,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,159 | TotalAmt |
| Program Services | $847,738 | ProgramServicesAmt |
| Management And General | $72,910 | ManagementAndGeneralAmt |
| Fundraising | $292,511 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,692 | TotalAmt |
| Program Services | $494,070 | ProgramServicesAmt |
| Management And General | $84,931 | ManagementAndGeneralAmt |
| Fundraising | $165,691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,435 | TotalAmt |
| Program Services | $77,862 | ProgramServicesAmt |
| Management And General | $6,466 | ManagementAndGeneralAmt |
| Fundraising | $4,107 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,024 | TotalAmt |
| Program Services | $53,010 | ProgramServicesAmt |
| Management And General | $10,230 | ManagementAndGeneralAmt |
| Fundraising | $28,784 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,376 | TotalAmt |
| Program Services | $47,610 | ProgramServicesAmt |
| Management And General | $3,771 | ManagementAndGeneralAmt |
| Fundraising | $12,995 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,418 | TotalAmt |
| Fundraising | $42,418 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,041 | TotalAmt |
| Management And General | $6,041 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,931 | TotalAmt |
| Program Services | $6,950 | ProgramServicesAmt |
| Fundraising | $139,981 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,572 | TotalAmt |
| Program Services | $18,634 | ProgramServicesAmt |
| Management And General | $1,439 | ManagementAndGeneralAmt |
| Fundraising | $5,499 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,780 | TotalAmt |
| Program Services | $71,575 | ProgramServicesAmt |
| Management And General | $5,669 | ManagementAndGeneralAmt |
| Fundraising | $19,536 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,184 | TotalAmt |
| Program Services | $200,993 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
| Fundraising | $48,591 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,548 | TotalAmt |
| Program Services | $433,955 | ProgramServicesAmt |
| Management And General | $6,552 | ManagementAndGeneralAmt |
| Fundraising | $2,041 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,503 | TotalAmt |
| Management And General | $23,503 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,365 | TotalAmt |
| Program Services | $4,707 | ProgramServicesAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,029 | TotalAmt |
| Program Services | $19,990 | ProgramServicesAmt |
| Management And General | $1,583 | ManagementAndGeneralAmt |
| Fundraising | $5,456 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $580,460 | $391,762 | $40,733 | $147,965 |
| CONSULTING | $394,538 | $368,077 | $26,461 | |
| PRINTING & PUBLICATION | $158,835 | $136,957 | $8,487 | $13,391 |
| HONORARIA | $107,907 | $107,907 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,952 | TotalAmt |
| Program Services | $144,953 | ProgramServicesAmt |
| Management And General | $13,951 | ManagementAndGeneralAmt |
| Fundraising | $33,048 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,898,449 | TotalAmt |
| Program Services | $3,621,450 | ProgramServicesAmt |
| Management And General | $287,239 | ManagementAndGeneralAmt |
| Fundraising | $989,760 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,134 | BOYAmt |
| EOY | $1,142,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,851 | BOYAmt |
| EOY | $178,269 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,776 | BOYAmt |
| EOY | $55,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,953 | BOYAmt |
| EOY | $23,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,565 | BOYAmt |
| EOY | $3,165,361 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,142 | BOYAmt |
| EOY | $94,555 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,309,421 | BOYAmt |
| EOY | $4,660,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,611 | BOYAmt |
| EOY | $66,073 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,455 | BOYAmt |
| EOY | $78,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,066 | BOYAmt |
| EOY | $144,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,401 | BOYAmt |
| EOY | $1,111,695 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,722 | BOYAmt |
| EOY | $1,388,258 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,232 | BOYAmt |
| EOY | $2,015,232 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,355 | BOYAmt |
| EOY | $4,515,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,309,421 | BOYAmt |
| EOY | $4,660,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,205,721 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,695 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,413 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | 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 | $3,038,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,599,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,966,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,603,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,552,448 | CurrentTaxYearAmt |
| Total | $19,759,679 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,038,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,599,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,966,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,603,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,552,448 | CurrentTaxYearAmt |
| Total | $19,759,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,521,181 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,238,498 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,081 | CurrentTaxYearAmt |
| Total | $352,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,111,894 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,493,957 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60470 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,924,170 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200,335 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,916 | AdministrativeExpensesAmt |
| End Year Balance | $2,118,589 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,847,494 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $92,031 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,355 | AdministrativeExpensesAmt |
| End Year Balance | $1,924,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,769,692 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $88,039 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,237 | AdministrativeExpensesAmt |
| End Year Balance | $1,847,494 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,378,632 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $147,060 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,769,692 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $997,326 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $87,446 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,140 | AdministrativeExpensesAmt |
| End Year Balance | $1,378,632 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,507 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,710 | DepreciationAmt |
| Book Value | $23,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,210 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,237,279 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $125,695 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,413 | OtherRevenueAmt |
| Revenue Not Reported | $133,108 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,104,171 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,104,171 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,898,449 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,898,449 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,898,449 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, SENIOR FELLOWS, PUBLIUS & LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. |
| PART X, LINE 2: | THE INSTITUTE IS A TAX-EXEMPT INSTITUTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, EXCEPT WITH RESPECT TO ANY UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"), THE INSTITUTE RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE INSTITUTE HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE IF THEY ARE PRESENT. DURING THE YEAR ENDED JUNE 30, 2014, THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 7,413. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CLEAR WORD COMMUNICATIONS | ||||||||
| 10302 BRISTOW CENTER DR 51 | BRISTOW | VA | 20136 | DIRECT MAIL | 0 | $319,791 | $19,980 | $299,811 |
| MARTS & LUNDY | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | FUNDRAISING CONSULTING | 0 | $0 | $22,438 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $319,791 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $42,418 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $299,811 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | ALL FUNDS ARE IN THE CUSTODY OF CLAREMONT INSTITUTE AT ALL TIMES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 951643992 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $85,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT FOR CONSTITUTIONAL JURISPRUDENCE CLINIC. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| JOHN MARSHALL FELLOWSHIP | 15 | $22,500 | CASH |
| PUBLIUS FELLOWSHIPS | 14 | $21,000 | CASH |
| SALVATORI PRIZE IN THE AMERICAN FOUNDING | 1 | $35,000 | CASH |
| ORIGINAL SCHOLARSHIP ON THE AMERICAN FOUNDING | 1 | $25,000 | CASH |
| INTERNSHIPS | 6 | $6,200 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDING TO CHAPMAN UNIVERSITY FOR THE CONSTITUTIONAL JURISPRUDENCE CLINIC IS MONITORED BY THE CLAREMONT INSTITUTE'S SENIOR FELLOW JOHN EASTMAN, WHO CHAIRS THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE. OTHER GRANTS ARE MONITORED BY THE INSTITUTE'S CHIEF OPERATING OFFICER. JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR YOUNG ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. PUBLIUS FELLOWSHIPS ARE AWARDED TO GRADUATE STUDENTS, RECENT GRADUATES, AND YOUNG PROFESSIONALS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF PUBLIC SERVICE, SCHOLARSHIP, JOURNALISM AND RELATED FIELDS. THE PUBLIUS FELLOWS SPEND APPROXIMATELY TWO WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY PUBLIC POLICY. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. THE SALVATORI PRIZE IN THE AMERICAN FOUNDING IS GIVEN TO AN INDIVIDUAL WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. A GRANT TO A FULL TIME PROFESSOR OF POLITICS WAS MADE TO ASSIST IN FUNDING HIS GENERAL EXPENSES DURING A SABBATICAL, IN WHICH HE WORKED ON A BOOK RELATED TO THE INSTITUTE'S MISSION. INTERNSHIPS GIVE STUDENTS THE EDUCATIONAL OPPORTUNITY TO VOLUNTEER AT THE CLAREMONT INSTITUTE, PARTICIPATE IN ITS PROGRAMS, AND STUDY THE PRINCIPLES OF AMERICA'S FOUNDING. INTERNS RECEIVE AN HONORARIUM FROM THE CLAREMONT INSTITUTE. THE NUMBERS IN PART III(B) ARE ACTUAL, NOT ESTIMATED. THE NUMBER OF AWARDS GRANTED IS BASED ON AVAILABLE RESOURCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENNETT WILLIAM J | ||||||||||||||
| DIRECTOR, WASHINGTON FELLO | $206,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $206,000 | $0 | $0 | $0 |
| KENNEDY BRIAN T | ||||||||||||||
| DIRECTOR & PRESIDENT | $189,621 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,205 | $0 | $210,826 | $0 | $0 | $0 |
| KESLER CHARLES R | ||||||||||||||
| DIRECTOR & EDITOR/CRB | $212,276 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $212,276 | $0 | $0 | $0 |
| COLLISSON ANA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $147,737 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,658 | $0 | $176,395 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE SOMETIMES PROVIDES DR. BENNETT, THE CLAREMONT INSTITUTE WASHINGTON FELLOW, WITH FIRST CLASS TRAVEL. ON RARE OCCASIONS, WE PROVIDE TRAVEL FOR MRS. BENNETT TO ACCOMPANY HIM. THIS IS AN ORAL AGREEMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER SCHRAMM | PersonNm |
| Relationship With Org | BOARD OF DIRECTORS | RelationshipWithOrgTxt |
| Cash Grant | $35,000 | CashGrantAmt |
| Type Of Assistance | SALVATORI PRIZE IN THE AMERICAN FOUNDING | TypeOfAssistanceTxt |
| Assistance Purpose | FOR ACTIONS TO PRESERVE THE PRINCIPLES UPON WHICH THE U.S. WAS BUILT. | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHARLES R KESLER | |||
| DIRECTOR | $212,276 | CRB EDITOR & SENIOR FELLOW, CHARLES R. KESLER SERVES ON A CONSULTING BASIS AS EDITOR OF THE CLAREMONT REVIEW OF BOOKS, MODERATOR OF THE AMERICAN MIND VIDEO SERIES AND TEACHER IN OUR FELLOWSHIP PROGRAMS. | 0 |
| WILLIAM J BENNETT | |||
| DIRECTOR | $206,000 | WASHINGTON FELLOW, WILLIAM J. BENNETT SERVES ON A CONSULTING BASIS AS THE CLAREMONT INSTITUTE'S WASHINGTON FELLOW, TO ADVANCE THE MISSION AND PROGRAMS OF THE CLAREMONT INSTITUTE. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,533,367 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED, IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING THE FISCAL YEAR ENDING JUNE 30, 2014, THE CLAREMONT INSTITUTE BEGAN A FORMAL CONTINUING EDUCATION AND ALUMNI RELATIONS PROGRAM. THIS PROGRAM GIVES ADDITIONAL OPPORTUNITIES FOR PUBLIUS, LINCOLN AND JOHN MARSHALL FELLOWS FROM PRIOR YEARS TO STUDY THE PRINCIPLES OF THE AMERICAN FOUNDING AND TO APPLY THEM TO CONTEMPORARY PUBLIC POLICY. THIS PROGRAM IS PART OF OUR CENTER FOR POLITICAL PHILOSOPHY AND STATESMANSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD, PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | WITH AN ANNUAL REVIEW OF VENDOR CONTRACTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG OR UPON REQUEST AND FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS SUCH AS BYLAWS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 7,413. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI RESEARCH INSTITUTE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 W FOOTHILL BLVD STE 120 | AddressLine1 |
| City | UPLAND | City |
| State | CA | State |
| ZIP Code | 91786 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954774715 | EIN |
| Primary Activities | ACCEPTS DONATIONS OF LAND.WHEN SOLD, PROCEEDS ARE DONATED TO CLAREMONT. | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLAREMONT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $100 | InvolvedAmt |
| Method Of Amount Determination | ESTIMATE | MethodOfAmountDeterminationTxt |
Comments