FILENE RESEARCH INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FILENE RESEARCH INSTITUTE INC (EIN 39-1645910)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-07
- IRS object ID
- 201400139349301310
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-07T10:02:19-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390974031 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391645910 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FILENE RESEARCH INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FILE | NameControl |
| Phone | 6086613744 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST NO 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MEYER | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 6086613744 | Phone |
| Date Signed | 2014-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE MAYER CPA CFP | Name |
| PTIN | P00187180 | PTIN |
| Phone | 6082744020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK MEYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST NO 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4238831 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FILENE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | ANALYSIS ABOUT ISSUES AFFECTING THE FUTURE OF CONSUMER FINANCE AND CREDIT UNIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3496232 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3385484 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 822931 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 671998 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14847 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41149 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4334010 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4098631 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1006299 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1042411 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 319673 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 360535 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 454806 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2170607 | OtherExpensePriorYear |
| Other Expenses Current Year | 2878640 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3496579 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4281586 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 837431 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -182955 | RevenuesLessExpensesCY |
| Total Assets BOY | 4969389 | TotalAssetsBOY |
| Total Assets EOY | 4600024 | TotalAssetsEOY |
| Total Liabilities BOY | 669441 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 574580 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4299948 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4025444 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO SUPPORT RESEARCH EFFORTS THAT WILL ULTIMATELY ENHANCE THE WELL-BEING OF CONSUMERS AND ASSIST CREDIT UNIONS IN ADAPTING TO RAPIDLY CHANGING ECONOMIC, LEGAL, AND SOCIAL ENVIRONMENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2003349 | Expense |
| Grants | 874850 | Grants |
| Revenue | 749 | Revenue |
| Description | FILENE RESEARCH INSTITUTE SEEKS OUT HIGH PRIORITY RESEARCH QUESTIONS FOR THE BENEFIT OF CONSUMERS AND THE CREDIT UNION MOVEMENT. THE INSTITUTE REGULARLY PUBLISHES REPORTS ON ITS RESEARCH FINDINGS. THE INSTITUTE ALSO SPONSORS RESEARCH COLLOQUIA ON VITAL ISSUES AFFECTING CREDIT UNIONS. ARTICLES SUMMARIZING THE RESEARCH ARE WIDELY DISTRIBUTED IN THE TRADE AND GENERAL MEDIA AND IN THE PUBLICATIONS OF CREDIT UNION NATIONAL ASSOCIATION (CUNA), CREDIT UNION EXECUTIVES SOCIETY (CUES), AND THE STATE CREDIT UNION LEAGUES. THE INSTITUTE PUBLISHED 29 PUBLICATIONS DURING THE YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 754790 | Expense |
| Grants | 141163 | Grants |
| Revenue | 5760 | Revenue |
| Description | FILENE RESEARCH INSTITUTE'S I3 (IDEAS, INNOVATION, AND IMPLEMENTATION) IS A WORK GROUP OF INNOVATIVE, INSIGHTFUL, AND ENERGETIC CREDIT UNION PROFESSIONALS (EMPLOYED WITH A CREDIT UNION OR CREDIT UNION SERVICE ORGANIZATION) WHO HAVE NOT YET REACHED THE CEO LEVEL, BUT ARE IN A POSITION WITH SUBSTANTIAL RESPONSIBILITY. THIS CREATIVE GROUP REFLECTS DIVERSITY IN EXPERIENCES, CREDIT UNION POSITIONS, GEOGRAPHY, AND CREDIT UNION MEMBERSHIP. I3ERS STRIVE TO BE TRANSFORMATIONAL LEADERS IN BUILDING THE FUTURE OF CREDIT UNIONS AND TO CREATE NEW IDEAS, INNOVATE, AND IMPLEMENT FOR THE BENEFIT OF THE CREDIT UNION INDUSTRY. THE INSTITUTE PUBLISHED 15 BLUEPRINTS FOR INNOVATION DURING THE YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 590002 | Expense |
| Grants | 26398 | Grants |
| Revenue | 665489 | Revenue |
| Description | FILENE RESEARCH INSTITUTE HOSTS RESEARCH COLLOQUIUMS AS WELL AS RESEARCH COUNCIL AND INNOVATION MEETINGS. THESE EVENTS AFFORD LEARNING OPPORTUNITIES, PEER NETWORKING, ADMINISTRATIVE PROCEEDINGS, AND ORGANIZATIONAL DIRECTION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3348141 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATSY STEWART | NamePerson |
| Telephone Number | 6086613744 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST STE 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PAUL KUNDERT | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| PATSY VAN OUWERKERK | ||||||
| VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| BILL CHENEY | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BRETT THOMPSON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| PATRICIA SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAN ROCHE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF POST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK MEYER | ||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | X | 329311 | 0 | 31869 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 329311 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31869 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA MUTUAL GROUP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT RD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537054456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT AND ADMINISTRATIVE SERVICES | DescriptionOfServices |
| Compensation | 2614267 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 3375484 | MembershipDues |
| All Other Contributions | 10000 | AllOtherContributions |
| Total Contributions | 3385484 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APPLIED RESEARCH AND I | 541720 | 665489 | 665489 |
| BOOK/PUBLICATION INCOM | 511130 | 5760 | 5760 |
| OTHER PROGRAM SERVICES | 541720 | 749 | 749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 671998 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41156 | TotalRevenueColumn |
| Exclusion | $41,156 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140193 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140200 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7 | TotalRevenueColumn |
| Exclusion | -$7 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4098631 | TotalRevenueColumn |
| Related Or Exempt Function Income | 671998 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $41,149 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1042411 | Total |
| Program Services | 1042411 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360535 | Total |
| Program Services | 263144 | ProgramServices |
| Management And General | 52013 | ManagementAndGeneral |
| Fundraising | 45378 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25643 | Total |
| Management And General | 25643 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2107 | Total |
| Management And General | 2107 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1948260 | Total |
| Program Services | 1447326 | ProgramServices |
| Management And General | 267532 | ManagementAndGeneral |
| Fundraising | 233402 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117635 | Total |
| Program Services | 1312 | ProgramServices |
| Management And General | 2599 | ManagementAndGeneral |
| Fundraising | 113724 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146894 | Total |
| Program Services | 107214 | ProgramServices |
| Management And General | 21191 | ManagementAndGeneral |
| Fundraising | 18489 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61951 | Total |
| Program Services | 45216 | ProgramServices |
| Management And General | 8938 | ManagementAndGeneral |
| Fundraising | 7797 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178529 | Total |
| Program Services | 142257 | ProgramServices |
| Management And General | 23400 | ManagementAndGeneral |
| Fundraising | 12872 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290269 | Total |
| Program Services | 220907 | ProgramServices |
| Management And General | 59504 | ManagementAndGeneral |
| Fundraising | 9858 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58709 | Total |
| Program Services | 42850 | ProgramServices |
| Management And General | 8470 | ManagementAndGeneral |
| Fundraising | 7389 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7501 | Total |
| Program Services | 5475 | ProgramServices |
| Management And General | 1307 | ManagementAndGeneral |
| Fundraising | 719 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41142 | Total |
| Program Services | 30029 | ProgramServices |
| Management And General | 5935 | ManagementAndGeneral |
| Fundraising | 5178 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4281586 | Total |
| Program Services | 3348141 | ProgramServices |
| Management And General | 478639 | ManagementAndGeneral |
| Fundraising | 454806 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318667 | BOY |
| EOY | 248853 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3729281 | BOY |
| EOY | 3627407 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28464 | BOY |
| EOY | 33435 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157450 | BOY |
| EOY | 23906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 228981 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67479 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155527 | BOY |
| EOY | 161502 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80000 | BOY |
| EOY | 24397 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 480524 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4969389 | BOY |
| EOY | 4600024 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357653 | BOY |
| EOY | 426208 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311788 | BOY |
| EOY | 148372 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 669441 | BOY |
| EOY | 574580 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4214471 | BOY |
| EOY | 3964444 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85477 | BOY |
| EOY | 61000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4299948 | BOY |
| EOY | 4025444 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4969389 | BOY |
| EOY | 4600024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -182955 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -91549 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2128607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2389315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2904537 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3496232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3385484 | CurrentTaxYear |
| Total | 14304175 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2128607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2389315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2904537 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3496232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3385484 | CurrentTaxYear |
| Total | 14304175 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 582902 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13721273 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27228 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21379 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41156 | CurrentTaxYear |
| Total | 156181 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14460356 | TotalSupport |
| Gross Receipts From Admissions Etc | 2000658 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94590 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8744 | OtherCostOrOtherBasis |
| Depreciation | 2368 | Depreciation |
| Book Value | 6376 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 116956 | OtherCostOrOtherBasis |
| Depreciation | 42017 | Depreciation |
| Book Value | 74939 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103281 | OtherCostOrOtherBasis |
| Depreciation | 23094 | Depreciation |
| Book Value | 80187 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 161502 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM SALE OF DEBT IN FOCUS | Description |
| Book Value | 480524 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 480524 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 4007082 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -91549 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -91549 | RevenueNotRptdF990 |
| Revenue Subtotal | 4098631 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4098631 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4281586 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4281586 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4281586 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| RESEARCH GRANTS TO SPECIFIC INDIVIDUALS | 55 | 654402 |
| PAYMENTS TO SPECIFIC INDIVIDUALS FOR I3 WORK GROUP PROJECTS | 55 | 388009 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE INSTITUTE HAS A CONTRACT WITH EACH INDIVIDUAL RESEARCHER THAT RECEIVES GRANT FUNDS. EACH INDIVIDUAL RESEARCHER HAS A FILE IN THE INSTITUTE'S DATABASE AND EXPENSES ARE ENTERED IN THE RESPECTIVE FILE AS THE RESEARCH PROJECT PROGRESSES. THE GRANT RECIPIENTS ALSO PROVIDE THE INSTITUTE WITH PERIODIC PROGRESS REPORTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK MEYER | NamePerson |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Base Compensation Filing Org | 329311 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 31869 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 361180 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE INSTITUTE AMENDED ITS BYLAWS TO INCREASE THE MAXIMUM NUMBER OF MEMBERS OF THE RESEARCH COUNCIL FROM 30 TO 40. THE ADVISORY COMMITTEE IS NO LONGER IN ACTIVE USE, AND THE RESEARCH COUNCIL NOW MEETS ONCE PER YEAR INSTEAD OF TWICE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. THE DISTRIBUTION OF THE DRAFT RETURN AND THE VOTE TO APPROVE THE REVISED RETURN ARE BOTH CONDUCTED ELECTRONICALLY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE INSTITUTE'S GOVERNING BODY EACH COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS ARE REVIEWED BY THE GOVERNING BODY. A COPY OF EACH STATEMENT IS MAINTAINED BY THE INSTITUTE. THE INSTITUTE'S EMPLOYEES COMPLETE CUNA MUTUAL GROUP'S CONFLICT OF INTEREST STATEMENT ELECTRONICALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE INSTITUTE'S GOVERNING BODY USES SEVERAL RESOURCES TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO AND THE INSTITUTE'S EMPLOYEES INCLUDING CUNA MUTUAL GROUP'S COMPENSATION EXPERTS, COMPENSATION AND BENEFITS SURVEYS FROM WATSON WYATT WORLDWIDE, RESOURCES WITHIN THE CREDIT UNION SYSTEM AND WITHIN THE ORGANIZATIONS/NETWORKS OF THE MEMBERS OF THE GOVERNING BODY, INDUSTRY DATA POINTS, AND THE GUIDESTAR NONPROFIT COMPENSATION REPORT AND OTHER INFORMATION ON NONPROFIT ORGANIZATIONS AVAILABLE THROUGH WWW.GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 93,845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,845. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 1,353,481. MANAGEMENT AND GENERAL EXPENSES 267,532. FUNDRAISING EXPENSES 233,402. TOTAL EXPENSES 1,854,415. | OTHER FEES |
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