CATO INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-13
- IRS object ID
- 201540449349302244
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T15:14:50-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720B ROCKLEDGE DRIVE SUITE 750 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HEIMERMAN | PersonNm |
| Person Title | VP FOR FINANCE & ADMIN. | PersonTitleTxt |
| Phone | 2028420200 | PhoneNum |
| Signature | 2015-02-13 | 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 | 2028420200 | PhoneNum |
| 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) |
|---|---|---|
| Principal Officer | JOHN ALLISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,121,823 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 233 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,782,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,386,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $789,744 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $661,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,622 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351,702 | PYOtherRevenueAmt |
| CY Other Revenue | $215,590 | CYOtherRevenueAmt |
| PY Total Revenue | $22,006,365 | PYTotalRevenueAmt |
| CY Total Revenue | $28,350,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $873,596 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $708,851 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,960,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,172,134 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,521,956 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,194,414 | PYOtherExpensesAmt |
| CY Other Expenses | $10,657,580 | CYOtherExpensesAmt |
| PY Total Expenses | $26,028,845 | PYTotalExpensesAmt |
| CY Total Expenses | $24,538,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,022,480 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,811,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,639,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,520,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,907,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,065,271 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,731,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,454,980 | 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 | $10,990,726 | ExpenseAmt |
| Grant | $708,851 | GrantAmt |
| Desc | POLICY ANALYSIS AND RESEARCH - STUDY AND EXAMINATION OF AREAS SUCH AS HEALTH CARE, INTERNATIONAL ECONOMICS AND DEVELOPMENT, TRADE POLICY, REGULATORY STUDIES, ENVIRONMENT, FOREIGN POLICY AND DEFENSE, EDUCATION, CONSTITUTIONAL STUDIES, FISCAL POLICY, AND DOMESTIC ISSUES IN ORDER TO PROMOTE AND DISSEMINATE LIBERTARIAN PHILOSOPHY AND IDEAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,922,963 | ExpenseAmt |
| Revenue | $380,566 | RevenueAmt |
| Desc | PUBLICATIONS AND MEDIA - INCLUDES 22 POLICY ANALYSES, 4 DEVELOPMENT POLICY PAPERS, 8 TRADE POLICY PAPERS AND 4 TAX AND BUDGET BULLETINS. ALSO 4 ISSUES OF REGULATION MAGAZINE, 3 ISSUES OF CATO JOURNAL, 12 AUDIO CD'S AND 10 PUBLISHED BOOKS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,527,444 | ExpenseAmt |
| Revenue | $661,801 | RevenueAmt |
| Desc | CONFERENCES AND FORUMS/SEMINARS - CATO SPONSORED 513 FORUMS AND SEMINARS WITH TOPICS INCLUDING CONSTITUTIONAL STUDIES, MONETARY POLICY, LIMITED GOVERNMENT, HEALTH CARE, INTERNATIONAL TRADE AND ECONOMICS, TECHNOLOGY, FREE MARKETS, ENVIRONMENT, TERRORISM AND DEFENSE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,441,133 | 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 | Yes (true) | 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 | Yes (true) | 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 | 163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 233 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
| 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 | 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 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C MALONE | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| LEWIS E RANDALL | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| HOWARD S RICH | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| JEFFREY S YASS | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| FRED YOUNG | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| ETHELMAE C HUMPHREYS | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| DAVID H KOCH | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| DONALD G SMITH | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| ROBERT A LEVY | ||||||||
| CHAIRMAN | 2.5 | Yes (X) | Yes (X) | |||||
| K TUCKER ANDERSEN | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| NANCY PFOTENHAUER | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| PRESTON MARSHALL | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| JOHN A ALLISON | ||||||||
| PRESIDENT | 40.0 | Yes (X) | $513,846 | $730 | Yes (X) | |||
| NESTOR WEIGAND JR | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| BARON BOND | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| JAMES M KILTS | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| JAMES M LAPEYRE JR | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| WILLIAM DUNN THROUGH 92013 | ||||||||
| DIRECTOR | 2.5 | Yes (X) | ||||||
| DAVID BOAZ | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | $260,520 | $25,410 | Yes (X) | ||||
| WILLIAM ERICKSON | ||||||||
| VP OF FINANCE & ADMINISTRATION | 40.0 | $179,209 | $30,015 | Yes (X) | ||||
| ANTHONY PRYOR | ||||||||
| SECRETARY | 40.0 | $79,375 | $3,001 | Yes (X) | ||||
| TERRY BROWN | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | $81,826 | $4,148 | Yes (X) | ||||
| GAYLLIS WARD | ||||||||
| SECRETARY | 40.0 | $60,000 | $0 | Yes (X) | ||||
| ROGER PILON | ||||||||
| VP for Legal Affairs | 40.0 | $175,447 | $31,673 | Yes (X) | ||||
| ANDREI ILLARIONOV | ||||||||
| SENIOR FELLOW | 40.0 | $169,300 | $15,333 | Yes (X) | ||||
| WILLIAM LINDSEY | ||||||||
| VICE PRESIDENT FOR RESEARCH | 40.0 | $194,534 | $21,700 | Yes (X) | ||||
| JEROME TAYLOR | ||||||||
| VP OF DEVELOPMENT | 40.0 | $175,403 | $12,108 | Yes (X) | ||||
| PATRICK MICHAELS | ||||||||
| DIR., Ctr for the Stdy of Sci. | 40.0 | $174,348 | $6,123 | Yes (X) | ||||
| EDWARD H CRANE | ||||||||
| FORMER PRESIDENT | 40.0 | $400,000 | $22,500 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,463,808 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,741 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NETWORK ALLIANCE INC | |||||
| 11130 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | OUTSOURCED IT | $446,471 |
| RST MARKETING | |||||
| 1272 CORPORATE PARK ROAD | FOREST | VA | 24551 | PRINTING AND MAILING | $305,561 |
| LEVEL 3 COMMUNICATIONS LLC | |||||
| PO BOX 910182 | DENVER | CO | 80291 | INTERNET AND HOSTING | $264,471 |
| MARKER PRINTING AND GRAPHICS | |||||
| 38834 WILSON AVENUE | SELBYVILLE | DE | 19975 | PRINTING AND MAILING | $196,648 |
| INTRIDEA | |||||
| 1718 M ST NW STE 183 | WASHINGTON | DC | 20036 | WEBSITE DESIGN | $175,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $27,386,455 | AllOtherContributionsAmt |
| Noncash Contributions | $2,130,134 | NoncashContributionsAmt |
| Total Contributions | $27,386,455 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $661,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $661,801 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $661,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,116 | TotalRevenueColumnAmt |
| Exclusion | $89,116 | 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 | $40,791 | TotalRevenueColumnAmt |
| Exclusion | $40,791 | 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 | $603,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $606,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,852 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,852 | TotalRevenueColumnAmt |
| Exclusion | -$2,852 | 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 | $339,071 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $164,976 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $174,095 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAILING LIST SALES | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $704 | TotalRevenueColumnAmt |
| Exclusion | $704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,350,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $835,896 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $127,759 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,850 | TotalAmt |
| Program Services | $348,850 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,001 | TotalAmt |
| Program Services | $340,001 | 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 | $1,349,984 | TotalAmt |
| Program Services | $367,905 | ProgramServicesAmt |
| Management And General | $735,828 | ManagementAndGeneralAmt |
| Fundraising | $246,251 | 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 | $9,773,001 | TotalAmt |
| Program Services | $8,437,813 | ProgramServicesAmt |
| Management And General | $379,514 | ManagementAndGeneralAmt |
| Fundraising | $955,674 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,511 | TotalAmt |
| Program Services | $355,720 | ProgramServicesAmt |
| Management And General | $10,342 | ManagementAndGeneralAmt |
| Fundraising | $45,449 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,984 | TotalAmt |
| Program Services | $778,622 | ProgramServicesAmt |
| Management And General | $43,694 | ManagementAndGeneralAmt |
| Fundraising | $62,668 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,654 | TotalAmt |
| Program Services | $618,327 | ProgramServicesAmt |
| Management And General | $63,253 | ManagementAndGeneralAmt |
| Fundraising | $71,074 | 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 | $22,618 | TotalAmt |
| Program Services | $2,824 | ProgramServicesAmt |
| Management And General | $19,794 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,074 | TotalAmt |
| Management And General | $48,024 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
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 |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,658 | TotalAmt |
| Program Services | $20,493 | ProgramServicesAmt |
| Management And General | $93,890 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,926 | TotalAmt |
| Program Services | $571,612 | ProgramServicesAmt |
| Management And General | $120,326 | ManagementAndGeneralAmt |
| Fundraising | $355,988 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,183 | TotalAmt |
| Program Services | $232,216 | ProgramServicesAmt |
| Management And General | $529 | ManagementAndGeneralAmt |
| Fundraising | $13,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063,815 | TotalAmt |
| Program Services | $1,725,669 | ProgramServicesAmt |
| Management And General | $358,055 | ManagementAndGeneralAmt |
| Fundraising | $980,091 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,360 | TotalAmt |
| Program Services | $466,573 | ProgramServicesAmt |
| Management And General | $60,622 | ManagementAndGeneralAmt |
| Fundraising | $89,165 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,638 | TotalAmt |
| Program Services | $323,981 | ProgramServicesAmt |
| Management And General | $42,374 | ManagementAndGeneralAmt |
| Fundraising | $61,283 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,156 | TotalAmt |
| Program Services | $892,568 | ProgramServicesAmt |
| Management And General | $30,821 | ManagementAndGeneralAmt |
| Fundraising | $197,767 | 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 | $927,577 | TotalAmt |
| Program Services | $904,941 | ProgramServicesAmt |
| Management And General | $12,777 | ManagementAndGeneralAmt |
| Fundraising | $9,859 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,929 | TotalAmt |
| Management And General | $4,929 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,055 | TotalAmt |
| Program Services | $1,121,548 | ProgramServicesAmt |
| Management And General | $145,736 | ManagementAndGeneralAmt |
| Fundraising | $210,771 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,984 | TotalAmt |
| Management And General | $161,984 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $321,890 | $244,250 | $31,738 | $45,902 |
| MAILING LIST EXPENSE | $135,256 | $32,869 | $102,387 | |
| HONORARIUM | $280,550 | $266,050 | $14,500 | |
| DUES AND SUBSCRIPTIONS | $287,062 | $226,189 | $16,739 | $44,134 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,849 | TotalAmt |
| Program Services | $142,112 | ProgramServicesAmt |
| Management And General | $194,507 | ManagementAndGeneralAmt |
| Fundraising | $15,230 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,538,565 | TotalAmt |
| Program Services | $18,441,133 | ProgramServicesAmt |
| Management And General | $2,575,476 | ManagementAndGeneralAmt |
| Fundraising | $3,521,956 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,064 | TotalAmt |
| Program Services | $519,472 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $139,592 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $19,130,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,233,650 | BOYAmt |
| EOY | $5,356 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,882,737 | BOYAmt |
| EOY | $3,726,690 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,062 | BOYAmt |
| EOY | $111,643 | 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 | $230,809 | BOYAmt |
| EOY | $239,011 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,753 | BOYAmt |
| EOY | $295,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,139,351 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,482,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,978,064 | BOYAmt |
| EOY | $37,656,873 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,036,238 | BOYAmt |
| EOY | $3,268,672 | 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 | $60,639,117 | BOYAmt |
| EOY | $64,520,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,087 | BOYAmt |
| EOY | $1,415,588 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,643 | BOYAmt |
| EOY | $72,918 | 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 | $802,692 | BOYAmt |
| EOY | $576,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,907,422 | BOYAmt |
| EOY | $2,065,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,016,738 | BOYAmt |
| EOY | $50,374,102 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,704,860 | BOYAmt |
| EOY | $9,070,781 | 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 | $58,731,695 | BOYAmt |
| EOY | $62,454,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,639,117 | BOYAmt |
| EOY | $64,520,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,811,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,740 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$105,000 | OtherChangesInNetAssetsAmt |
| 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 |
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 | $29,717,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,253,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,736,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,782,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,386,455 | CurrentTaxYearAmt |
| Total | $148,875,678 | 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 | $29,717,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,253,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,736,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,782,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,386,455 | CurrentTaxYearAmt |
| Total | $148,875,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,027,240 | SubstantialContributorsTotAmt |
| Public Support Total170 | $131,848,438 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $726,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $430,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $358,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,907 | CurrentTaxYearAmt |
| Total | $1,839,567 | 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 | $5,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704 | CurrentTaxYearAmt |
| Total | $372,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $151,087,607 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,370,896 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87266 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87633 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 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 | $66,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $66,530 | 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 | $4,536 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,536 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,010,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $34,736,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,517,152 | DepreciationAmt |
| Book Value | $25,219,809 | 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 | $4,746,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,965,326 | DepreciationAmt |
| Book Value | $2,781,027 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,656,873 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $152,831 |
| CHARITABLE GIFT ANNUITY | $267,684 |
| LONG-TERM ACCRUED EXPENSES | $156,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $576,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,154,694 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,740 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $691,200 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$34,543 | OtherRevenueAmt |
| Revenue Not Reported | $673,397 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,481,297 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,789 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$164,976 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$131,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,350,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,431,409 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $691,200 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $269,976 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $961,176 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,470,233 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,789 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $34,543 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $68,332 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,538,565 | 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: (164,976) |
| OTHER EXPENSES INCLUDED ON BOOKS NOT ON FORM 990 | SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD: 164,976 ALLOWANCE FOR UNCOLLECTIBLE PLEDGE: 105,000 ------- 269,976 |
| 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, 2014 and 2013; 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, 2014 and 2013. Tax years prior to 2010 are no longer subject to examination by the Internal Revenue Service or the tax jurisdictions of Kansas and the District of Columbia. |
| OTHER REVENUE INCLUDED ON BOOKS NOT ON RETURN | SCHEDULE D, PART XI, LINE 2D OTHER INCOME (DEBIT): -34,543 |
| OTHER EXPENSES INCLUDED ON FORM 990 NOT ON BOOKS | SCHEDULE D, PART XII, LINE 4B OTHER INCOME (DEBIT): 34,543 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 2 | Grantmaking | SCHOLARS | $123,334 |
| Russia and the Newly Independent States | Grantmaking | $200,000 | ||
| South America | 1 | Grantmaking | SCHOLARS | $16,667 |
| South America | 1 | Program Services | CONFERENCES/WEBSITE | $7,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $347,906 | SubtotalSpentAmt |
| Total Spent | $347,906 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Russia and the Newly Independent States | RegionTxt |
| Purpose Of Grant | PROM LIBERTY | PurposeOfGrantTxt |
| Cash Grant | $200,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 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 | Europe (Including Iceland and Greenland) | 2 | $123,334 | WIRE | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | South America | 1 | $16,667 | 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 |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Shields Avenue | AddressLine1 |
| City | Davis | City |
| State | CA | State |
| ZIP Code | 95616 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946036494 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $20,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $348,850 | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|---|---|---|
| EDWARD H CRANE | |||||||
| FORMER PRESIDENT | $400,000 | $22,500 | $422,500 | $22,500 | |||
| DAVID BOAZ | |||||||
| EXECUTIVE VICE PRESIDENT | $260,520 | $16,513 | $285,930 | $0 | $0 | $0 | $8,897 |
| WILLIAM ERICKSON | |||||||
| VP OF FINANCE & ADMINISTRATION | $176,209 | $12,786 | $209,224 | $0 | $3,000 | $0 | $17,229 |
| ROGER PILON | |||||||
| VP for Legal Affairs | $175,447 | $12,660 | $207,120 | $0 | $0 | $0 | $19,013 |
| ANDREI ILLARIONOV | |||||||
| SENIOR FELLOW | $169,300 | $9,210 | $184,633 | $0 | $0 | $0 | $6,123 |
| JOHN A ALLISON | |||||||
| PRESIDENT | $513,846 | $0 | $514,576 | $0 | $0 | $0 | $730 |
| WILLIAM LINDSEY | |||||||
| VICE PRESIDENT FOR RESEARCH | $194,534 | $7,125 | $216,234 | $0 | $0 | $0 | $14,575 |
| JEROME TAYLOR | |||||||
| VP OF DEVELOPMENT | $175,403 | $6,540 | $187,511 | $0 | $0 | $0 | $5,568 |
| PATRICK MICHAELS | |||||||
| DIR., Ctr for the Stdy of Sci. | $174,348 | $0 | $180,471 | $0 | $0 | $0 | $6,123 |
Supplemental Information Detail SupplementalInformationDetail (2 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. |
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 | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,130,134 | 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. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 AN ALLOWANCE TOTALING $105,000 WAS RECORDED DURING THE YEAR ENDED MARCH 31, 2014 FOR THE POTENTIAL UNCOLLECTIBILITY OF A PLEDGE RECEIVABLE. |
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