ROCKVILLE INSTITUTE A RESEARCH INSTITUTE FOR THE ADVANCEMENT OF S: Form 990, tax year 2013
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- Organization
- ROCKVILLE INSTITUTE A RESEARCH INSTITUTE FOR THE ADVANCEMENT OF S (EIN 20-3332738)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-29
- IRS object ID
- 201423029349300612
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T09:07:37-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO & COMPANY CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203332738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROCKVILLE INSTITUTE A RESEARCH INST | BusinessNameLine1 |
| Business Name Line2 | FOR THE ADVANCEMENT OF SOCIAL SCIENCE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 3012511500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R GILL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3012511500 | PhoneNum |
| Signature | 2014-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A O'MALLEY CPA | PreparerPersonNm |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBRA J ROG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,781,471 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ROCKVILLEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE SOCIAL SCIENCES BY PERFORMING RESEARCH AND DISSEMINATING RESEARCH FINDINGS TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,526,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,770,982 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,913 | PYInvestmentIncomeAmt |
| CY Investment Income | -$44,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,564,964 | PYTotalRevenueAmt |
| CY Total Revenue | $1,726,709 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,395,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,666,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $87,235 | PYOtherExpensesAmt |
| CY Other Expenses | $93,601 | CYOtherExpensesAmt |
| PY Total Expenses | $1,482,900 | PYTotalExpensesAmt |
| CY Total Expenses | $1,760,319 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $82,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$33,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,984,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,885,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,749,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,657,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $235,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,159 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ROCKVILLE INSTITUTE FOR THE ADVANCEMENT OF SOCIAL SCIENCE IS A NONPROFIT CORPORATION DEDICATED TO ADVANCING THE SOCIAL SCIENCES BY PERFORMING RESEARCH AND DISSEMINATING RESEARCH FINDINGS TO THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,050,539 | ExpenseAmt |
| Desc | NISMART3 8845: RESEARCH ON THE NATIONAL INCIDENCE OF MISSING CHILDREN, THEIR CHARACTERISTICS, AND THE EVENTS THAT CAUSE THEM TO BECOME MISSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $139,007 | ExpenseAmt |
| Desc | EVALUATION OF THE MILLION HEARTS BLOOD PRESSURE MONITORING PROGRAM 6027: THE GOAL OF THE CURRENT STUDY IS TO ASSESS THE EFFECTIVENESS OF THE HEALTHY HEART KIT IN REDUCING BLOOD PRESSURE AMONG CLINIC PATIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $117,562 | ExpenseAmt |
| Desc | EVL RWJ PUBLIC HEALTH LAW 8901: EVALUATING PUBLIC HEALTH LAW RESEARCH AND PUBLIC HEALTH LAW NETWORK PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $89,914 | EMR-APPROVED MARKETING 6125 |
| $66,229 | COMMUNITY HUB ACCREDITATION 6147 |
| $37,971 | HEALTH SYSTEM MODELING AND SIMULATION: COORDINATED CARE EXAMPLE 6036 |
| $37,140 | HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL 6166 |
| $14,928 | CALIBRATION W/ ESTIMATED CONTROLS 8677.14 |
| $12,735 | MEASURES OF EFFECTIVE TEACHING 6152 |
| $423 | HEALTH CARE INNOVATION 6142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $259,340 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,566,448 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R GILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016104927 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANDREA SEDLAK | |||||||
| BOARD MEMBER | 1.00 | 39.00 | Yes (X) | Yes (X) | $6,507 | $215,555 | $22,904 |
| W SHERMAN EDWARDS | |||||||
| BOARD MEMBER | 1.00 | 39.00 | Yes (X) | Yes (X) | $7,028 | $229,967 | $36,677 |
| DEBRA J ROG | |||||||
| PRESIDENT, BOARD CHAIRMAN | 2.00 | 38.00 | Yes (X) | Yes (X) | $9,594 | $196,017 | $30,359 |
| PETER R GILL | |||||||
| VICE PRESIDENT, BOARD MEMBER | 1.00 | 39.00 | Yes (X) | Yes (X) | $8,199 | $260,378 | $33,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $31,328 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $901,917 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTAT | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BLVD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROJECT MANAGEMENT | ServicesDesc |
| Compensation | $1,710,548 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,180,565 | GovernmentGrantsAmt |
| All Other Contributions | $590,417 | AllOtherContributionsAmt |
| Total Contributions | $1,770,982 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,427 | TotalRevenueColumnAmt |
| Exclusion | $23,427 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $987,062 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,054,762 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$67,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,700 | TotalRevenueColumnAmt |
| Exclusion | -$67,700 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,726,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$44,273 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,460 | TotalAmt |
| Program Services | $30,460 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,233 | TotalAmt |
| Program Services | $1,333,745 | ProgramServicesAmt |
| Management And General | $107,250 | ManagementAndGeneralAmt |
| Fundraising | $28,238 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,075 | TotalAmt |
| Program Services | $23,825 | ProgramServicesAmt |
| Management And General | $5,565 | ManagementAndGeneralAmt |
| Fundraising | $685 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,871 | TotalAmt |
| Program Services | $65,492 | ProgramServicesAmt |
| Management And General | $14,572 | ManagementAndGeneralAmt |
| Fundraising | $1,807 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,079 | TotalAmt |
| Program Services | $45,533 | ProgramServicesAmt |
| Management And General | $8,521 | ManagementAndGeneralAmt |
| Fundraising | $1,025 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332 | TotalAmt |
| Management And General | $1,332 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020 | TotalAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,032 | TotalAmt |
| Program Services | $6,480 | ProgramServicesAmt |
| Management And General | $6,437 | ManagementAndGeneralAmt |
| Fundraising | $115 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,524 | TotalAmt |
| Program Services | $7,537 | ProgramServicesAmt |
| Management And General | $5,799 | ManagementAndGeneralAmt |
| Fundraising | $188 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,173 | TotalAmt |
| Program Services | $30,876 | ProgramServicesAmt |
| Management And General | $2,447 | ManagementAndGeneralAmt |
| Fundraising | $850 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,659 | TotalAmt |
| Program Services | $18,930 | ProgramServicesAmt |
| Management And General | $1,282 | ManagementAndGeneralAmt |
| Fundraising | $447 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,842 | TotalAmt |
| Program Services | $3,082 | ProgramServicesAmt |
| Management And General | $760 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,877 | TotalAmt |
| Program Services | $488 | ProgramServicesAmt |
| Management And General | $1,374 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,142 | TotalAmt |
| Management And General | $4,142 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,319 | TotalAmt |
| Program Services | $1,566,448 | ProgramServicesAmt |
| Management And General | $160,501 | ManagementAndGeneralAmt |
| Fundraising | $33,370 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,926 | BOYAmt |
| EOY | $2,612,342 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,101 | BOYAmt |
| EOY | $243,920 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,603 | BOYAmt |
| EOY | $1,008,936 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,984,630 | BOYAmt |
| EOY | $3,885,198 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,277,503 | BOYAmt |
| EOY | $1,946,491 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,471,963 | BOYAmt |
| EOY | $1,710,548 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,466 | BOYAmt |
| EOY | $3,657,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,164 | BOYAmt |
| EOY | $228,159 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,164 | BOYAmt |
| EOY | $228,159 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,984,630 | BOYAmt |
| EOY | $3,885,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$33,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $434,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,728,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,526,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,770,982 | CurrentTaxYearAmt |
| Total | $6,203,188 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,728,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,526,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,770,982 | CurrentTaxYearAmt |
| Total | $6,203,188 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,565,795 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,637,393 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $38,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,427 | CurrentTaxYearAmt |
| Total | $62,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,265,528 | TotalSupportAmt |
| Public Support CY170 | 0.74010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71190 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $1,710,548 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,710,548 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,753,314 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,605 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $26,605 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,726,709 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,726,709 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,760,319 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,760,319 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,760,319 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS A PUBLICLY-SUPPORTED ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS EXEMPT FROM INCOME TAXES ON ALL BUT UNRELATED BUSINESS INCOME. NO UNRELATED BUSINESS INCOME WAS EARNED AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA SEDLAK | ||||||||||||||
| BOARD MEMBER | $5,552 | $178,310 | $955 | $37,245 | $0 | $0 | $566 | $22,080 | $6 | $252 | $7,079 | $237,887 | $0 | $0 |
| W SHERMAN EDWARDS | ||||||||||||||
| BOARD MEMBER | $5,925 | $186,969 | $1,103 | $42,998 | $0 | $0 | $620 | $24,166 | $297 | $11,594 | $7,945 | $265,727 | $0 | $0 |
| DEBRA J ROG | ||||||||||||||
| PRESIDENT, BOARD CHAIRMAN | $8,513 | $173,898 | $1,081 | $22,119 | $0 | $0 | $1,005 | $20,552 | $426 | $8,376 | $11,025 | $224,945 | $0 | $0 |
| PETER R GILL | ||||||||||||||
| VICE PRESIDENT, BOARD MEMBER | $6,714 | $202,463 | $1,485 | $57,915 | $0 | $0 | $644 | $25,097 | $193 | $7,533 | $9,036 | $293,008 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J,PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ROCKVILLE INSTITUTE HAS NO EMPLOYEES, ALL BOARD OF DIRECTORS AND OFFICERS WORK FOR AND ARE PAID BY WESTAT INC. THE BOARD OF DIRECTORS OF WESTAT INC HAS A COMPENSATION COMMITTEE THAT REVIEWS THE INCREASES AND BONUSES FOR MANAGEMENT STAFF. ANNUALLY, DECISIONS ARE NOTED IN THE MINUTES OF THE MEETING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | THE BOARD OF DIRECTORS OF ROCKVILLE INSTITUTE ARE COMPRISED OF MEMBERS OF MANAGEMENT OF WESTAT INC., A RELATED ORGANIZATION, WHO MEET THROUGHOUT THE COURSE OF NORMAL BUSINESS OPERATIONS. THEREFORE, FORMAL WRITTEN DOCUMENTATION OF ACTIONS IS NOT MAINTAINED. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT MAINTAIN COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ROCKVILLE INSTITUTE'S (RI) BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ROCKVILLE INSTITUTE'S CONFLICT OF INTEREST POLICY IS BASED ON THE FOLLOWING PRINCIPLES AND EACH BOARD MEMBER AND OFFICER CERTIFIES TO COMPLIANCE ANNUALLY: 1. EACH BOARD MEMBER AND OFFICER MUST AVOID CREATING A CONFLICT OR THE APPEARANCE OF A CONFLICT OF INTEREST BETWEEN THEIR ROLE AT THE ROCKVILLE INSTITUTE AND THEIR RESPONSIBILITIES OR INTERESTS OUTSIDE OF THE ROCKVILLE INSTITUTE. 2. BOARD MEMBERS AND OFFICERS MUST ENSURE THAT ACTIVITIES OF ROCKVILLE INSTITUTE ARE CONSISTENT WITH ITS CHARTER AND THE GUIDELINES FOR FEDERAL TAX EXEMPT ORGANIZATIONS. 3. BOARD MEMBERS AND OFFICERS MUST BE COMMITTED TO THE BEST INTERESTS OF ROCKVILLE INSTITUTE AND MUST NOT PLACE THEMSELVES IN CIRCUMSTANCES THAT MAY INTERFERE WITH THIS COMMITMENT. ACCORDINGLY, EACH BOARD MEMBER AND OFFICER HAS A RESPONSIBILITY TO REVIEW HIS OR HER ACTIVITIES FOR COMPLIANCE WITH THESE PRINCIPLES AND TO BRING ACTIVITIES OR CIRCUMSTANCES THAT MAY BE QUESTIONED UNDER THESE PRINCIPLES TO THE ATTENTION OF THE ROCKVILLE INSTITUTE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTAT INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BLVD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840529566 | EIN |
| Primary Activities | GOVERNMENT RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | S | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTAT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $1,710,548 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments