THE ROOSEVELT INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201423149349300312
- 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 | 2014-11-10T07:55:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FL EAST | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06905 | 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 | 237213592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN & ELEANOR ROOSEVELT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2124449130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE FIFTH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA WONG | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2124449130 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN STRONG | PreparerPersonNm |
| PTIN | P00713382 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| 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 | FELICIA WONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE FIFTH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,379,955 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROOSEVELTINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | FOR COMPLETE DESCRIPTION OF MISSION SEE SCHEDULE OTHE ROOSEVELT INSTITUTE'S MISSION IS TO BUILD A STRONGER 21ST CENTURY AMERICA BY CULTIVATING AND ADVANCING THE BEST THINKERS AND POLICY IDEAS FOR BROADLY-SHARED PROSPERITY. THE INSTITUTE ACCOMPLISHES ITS MISSION THROUGH ITS SIGNATURE PROGRAMS - FOUR FREEDOMS CENTER, CAMPUS NETWORK AND LIBRARY, WHICH PRODUCE INNOVATIVE EDUCATIONAL PROGRAMS, CONFERENCES AND PUBLICATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,641,057 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,679,124 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $391,874 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | $115,130 | PYOtherRevenueAmt |
| CY Other Revenue | -$166,151 | CYOtherRevenueAmt |
| PY Total Revenue | $4,148,061 | PYTotalRevenueAmt |
| CY Total Revenue | $4,697,331 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $326,813 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,023 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,305,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,371,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $620,748 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,416,389 | PYOtherExpensesAmt |
| CY Other Expenses | $6,268,521 | CYOtherExpensesAmt |
| PY Total Expenses | $7,048,859 | PYTotalExpensesAmt |
| CY Total Expenses | $8,656,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,900,798 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,959,227 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,064,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,507,089 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,012,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $542,488 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,051,892 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,964,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ROOSEVELT INSTITUTE'S MISSION IS TO BUILD A STRONGER 21ST CENTURY AMERICA BY CULTIVATING AND ADVANCING THE BEST THINKERS AND POLICY IDEAS FOR BROADLY-SHARED PROSPERITY. THE INSTITUTE ACCOMPLISHES ITS MISSION THROUGH ITS SIGNATURE PROGRAMS - FOUR FREEDOMS CENTER, CAMPUS NETWORK AND LIBRARY, WHICH PRODUCE INNOVATIVE EDUCATIONAL PROGRAMS, CONFERENCES AND PUBLICATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,588,826 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | FDR LIBRARY PROGRAMS:THE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, LOCATED IN HYDE PARK, NEW YORK. THE INSTITUTE PROVIDES FUNDING IN SUPPORT OF THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, WHICH IN 2013 BENEFITED 15,484 STUDENTS AND NEARLY 1,000 TEACHERS. THE LIBRARY'S PERMANENT EXHIBITS AND TEMPORARY EXHIBITS, WHICH ALSO ARE FUNDED THROUGH THE ROOSEVELT INSTITUTE, ARE VISITED BY APPROXIMATELY 125,000 VISITORS PER YEAR. THE INSTITUTE ALSO SUPPORTS MAJOR INITIATIVES OF THE LIBRARY'S ARCHIVAL PROGRAM, INCLUDING FUNDING FOR RESEARCH GRANTS TO VISITING SCHOLARS AND MAJOR DIGITIZATION INITIATIVES. IN 2013, THE LIBRARY DIGITIZED 350,000 DOCUMENTS AND 2,000 PHOTOGRAPHS AND MADE THEM AVAILABLE THROUGH ITS FRANKLIN ONLINE DIGITAL REPOSITORY. AN ADDITIONAL 400,000 PAGES WILL BE MADE AVAILABLE IN 2014. THESE PROGRAMS, EXHIBITS, AND DIGITIZATION INITIATIVES CARRY FORWARD THE LEGACY AND VISION OF FRANKLIN AND ELEANOR ROOSEVELT TO FUTURE GENERATIONS AND ARE CONSISTENT WITH THE MISSION OF THE ROOSEVELT INSTITUTE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,559,313 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | FOUR FREEDOMS CENTER:THE FOUR FREEDOMS CENTER, THE INSTITUTE'S THINK TANK, HARNESSES RIGOROUS ANALYSIS AND POLICY IDEAS FROM 18 FELLOWS WHO TAKE ON THE COUNTRY'S BIGGEST CHALLENGES - OFTEN IN SUPPORT OF OR IN COORDINATION WITH PARTNERS - WITH A CENTRAL FOCUS ON THE STRUCTURE AND FUNCTIONING OF THE AMERICAN ECONOMY. AREAS OF SPECIAL FOCUS FOR FOR THE FOUR FREEDOMS CENTER IN 2014 INCLUDED INEQUALITY, TAXATION, AND THE FINANCIALIZATION OF THE ECONOMY; AS WELL AS LABOR AND THE FUTURE OF WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $951,496 | ExpenseAmt |
| Grant | $10,673 | GrantAmt |
| Desc | CAMPUS NETWORK:THE INSTITUTE SUPPORTS A NETWORK OF COLLEGE CAMPUS POLICY ON 120 CAMPUSES IN 38 STATES. THESE ROOSEVELT CHAPTER NETWORK ENTITIES ENCOURAGE STUDENTS TO GET INVOLVED AND USE THEIR ACADEMIC SKILLS TO DISCUSS, PROMOTE AND DESIGN PROGRESSIVE IDEAS AND POLICIES. AS OF 2013 MORE THAN 10,000 STUDENTS BELONGED TO THE NETWORK. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $282,849 | ExpenseAmt |
| Grant | $6,350 | GrantAmt |
| Desc | PIPELINEIN 2013, THE RI RAN A PILOT PROJECT, PIPELINE, WITH A GOAL OF KEEPING YOUNG PEOPLE CONNECTED TO THE PROGRESSIVE MOVEMENT AND THE VALUES OF THE RI. LEGACIES AND EVENTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $282,849 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,350 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,382,484 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 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 | 0 | 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 | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124449131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVE FIFTH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNA ELEANOR ROOSEVELT | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KNOX | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHUCK MUCKENFUSS | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J VANDEN HEUVEL | ||||||||
| FOUNDER & CHAIR EMERITUS | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GRIFFITH | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN BARNES | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BARROW | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN ADLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN BASSANESE | ||||||||
| EX-OFFICIO | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM CONNER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BRODY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BROWN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIE GEORGE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD FOWLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FAY HARTOG-LEVIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARA LAMARCHE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY MINARD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHOEBE ROOSEVELT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE MORRIS GURLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY ROOSEVELT IRELAND | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL RUDD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS MURRAY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATRINA VANDEN HEUVEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FELICIA WONG | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $221,870 | $0 | $37,509 | ||
| BRIAN WOLFF | ||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| JOLANTA ILCZUK | ||||||||
| VP, FINANCE | 40.00 | Yes (X) | $126,640 | $0 | $12,850 | |||
| CATHRYN HARDING | ||||||||
| DIRECTOR, COMMUNICATIONS | 40.00 | $104,126 | $0 | $6,486 | Yes (X) | |||
| MARK SCHMITT | ||||||||
| SENIOR FELLOW | 40.00 | $110,835 | $0 | $13,192 | Yes (X) | |||
| ELLEN CHESLER | ||||||||
| SENIOR FELLOW | 40.00 | $108,333 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $671,804 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPLUS | |||||
| 44156 MERCURE CIRCLE | DULLES | VA | 20166 | CONSTRUCTION | $2,721,107 |
| MONADNOCK | |||||
| PO BOX 429 | SUNDERLAND | MA | 01375 | CONSTRUCTION | $353,256 |
| FENTON | |||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | COMMUNICATION SERVICES | $299,565 |
| CORTINA PRODUCTIONS | |||||
| 6623-A OLD DOMINION DRIVE | MCLEAN | VA | 22101 | CONSTRUCTION | $201,599 |
| DEMOCRACY CORPS | |||||
| 10 G STREET NE SUITE 500 | WASHINGTON | DC | 20002 | POLICY RESEARCH | $154,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $712,130 | FundraisingAmt |
| Government Grants | $91,156 | GovernmentGrantsAmt |
| All Other Contributions | $3,875,838 | AllOtherContributionsAmt |
| Total Contributions | $4,679,124 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,379 | TotalRevenueColumnAmt |
| Exclusion | $175,379 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $438,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $430,011 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,979 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,979 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,990 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $712,130 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $252,613 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$201,623 | TotalRevenueColumnAmt |
| Exclusion | -$201,623 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,472 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,697,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$26,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,023 | TotalAmt |
| Program Services | $17,023 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,626 | TotalAmt |
| Program Services | $126,313 | ProgramServicesAmt |
| Management And General | $207,650 | ManagementAndGeneralAmt |
| Fundraising | $22,663 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,422 | TotalAmt |
| Program Services | $1,252,542 | ProgramServicesAmt |
| Management And General | $143,500 | ManagementAndGeneralAmt |
| Fundraising | $195,380 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,618 | TotalAmt |
| Program Services | $48,020 | ProgramServicesAmt |
| Management And General | $14,830 | ManagementAndGeneralAmt |
| Fundraising | $7,768 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,842 | TotalAmt |
| Program Services | $126,373 | ProgramServicesAmt |
| Management And General | $39,027 | ManagementAndGeneralAmt |
| Fundraising | $20,442 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,506 | TotalAmt |
| Program Services | $116,967 | ProgramServicesAmt |
| Management And General | $29,891 | ManagementAndGeneralAmt |
| Fundraising | $19,648 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,250 | TotalAmt |
| Management And General | $32,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,947 | TotalAmt |
| Management And General | $25,947 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,534 | TotalAmt |
| Program Services | $1,432,436 | ProgramServicesAmt |
| Management And General | $19,463 | ManagementAndGeneralAmt |
| Fundraising | $213,635 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,860 | TotalAmt |
| Program Services | $21,589 | ProgramServicesAmt |
| Management And General | $882 | ManagementAndGeneralAmt |
| Fundraising | $2,389 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,638 | TotalAmt |
| Program Services | $129,009 | ProgramServicesAmt |
| Management And General | $30,827 | ManagementAndGeneralAmt |
| Fundraising | $35,802 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,216 | TotalAmt |
| Program Services | $378,167 | ProgramServicesAmt |
| Management And General | $42,923 | ManagementAndGeneralAmt |
| Fundraising | $75,126 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,124 | TotalAmt |
| Program Services | $191,729 | ProgramServicesAmt |
| Management And General | $4,519 | ManagementAndGeneralAmt |
| Fundraising | $16,876 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,709 | TotalAmt |
| Program Services | $107,579 | ProgramServicesAmt |
| Management And General | $5,992 | ManagementAndGeneralAmt |
| Fundraising | $2,138 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,240 | TotalAmt |
| Program Services | $24,077 | ProgramServicesAmt |
| Management And General | $36,163 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,404 | TotalAmt |
| Program Services | $12,615 | ProgramServicesAmt |
| Management And General | $4,016 | ManagementAndGeneralAmt |
| Fundraising | $1,773 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSTRUCTION DESIGN AND | $2,911,743 | $2,911,743 | $0 | $0 |
| PUBLICATIONS, FILMS AND | $310,831 | $307,672 | $2,011 | $1,148 |
| STIPENDS AND AWARDS | $158,988 | $156,013 | $2,030 | $945 |
| REPAIRS AND MAINTENANCE | $34,742 | $22,617 | $7,110 | $5,015 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,295 | TotalAmt |
| Management And General | $4,295 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,656,558 | TotalAmt |
| Program Services | $7,382,484 | ProgramServicesAmt |
| Management And General | $653,326 | ManagementAndGeneralAmt |
| Fundraising | $620,748 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,595,142 | BOYAmt |
| EOY | $4,620,264 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,682 | BOYAmt |
| EOY | $517,433 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,726 | BOYAmt |
| EOY | $45,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $519,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $397,404 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,665 | BOYAmt |
| EOY | $122,505 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,226,347 | BOYAmt |
| EOY | $8,807,381 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,990 | BOYAmt |
| EOY | $394,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,064,552 | BOYAmt |
| EOY | $14,507,089 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,012,660 | BOYAmt |
| EOY | $542,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,012,660 | BOYAmt |
| EOY | $542,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,543,085 | BOYAmt |
| EOY | $6,854,333 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,369,659 | BOYAmt |
| EOY | $5,971,120 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,148 | BOYAmt |
| EOY | $1,139,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,051,892 | BOYAmt |
| EOY | $13,964,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,064,552 | BOYAmt |
| EOY | $14,507,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,959,227 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $871,936 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,454,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,926,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,198,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,641,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,966,994 | CurrentTaxYearAmt |
| Total | $51,187,635 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,454,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,926,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,198,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,641,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,966,994 | CurrentTaxYearAmt |
| Total | $51,187,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,528,793 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,658,842 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $541,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $510,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $644,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $253,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,379 | CurrentTaxYearAmt |
| Total | $2,125,925 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $102,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,473 | CurrentTaxYearAmt |
| Total | $137,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,451,163 | TotalSupportAmt |
| Public Support CY170 | 0.68580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82940 | 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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,226,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,020,024 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,023 | GrantsOrScholarshipsAmt |
| Other Expenditures | $421,967 | OtherExpendituresAmt |
| End Year Balance | $8,807,381 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,251,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $663,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,646 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,605,812 | OtherExpendituresAmt |
| End Year Balance | $8,226,347 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,121,927 | BeginningYearBalanceAmt |
| Contributions | $2,140,787 | ContributionsAmt |
| Investment Earnings Or Losses | $656,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,004 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,572,351 | OtherExpendituresAmt |
| End Year Balance | $18,251,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,428,445 | BeginningYearBalanceAmt |
| Contributions | $12,799,392 | ContributionsAmt |
| Investment Earnings Or Losses | $1,950,371 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,127 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,948,154 | OtherExpendituresAmt |
| End Year Balance | $18,121,927 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,815,587 | BeginningYearBalanceAmt |
| Contributions | $4,683,815 | ContributionsAmt |
| Investment Earnings Or Losses | $2,126,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,096,679 | OtherExpendituresAmt |
| End Year Balance | $20,428,445 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,466 | DepreciationAmt |
| Book Value | $66 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,837 | DepreciationAmt |
| Book Value | $110,208 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $282,332 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,101 | DepreciationAmt |
| Book Value | $12,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $122,505 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMONFUND INST. MULTI-STRATEGY EQUITY FUND | $4,501,816 | F |
| COMMONFUND INST. MULTI-STRATEGY BOND FUND | $3,248,580 | F |
| COMMONFUND MONEY MARKET FUND | $811,288 | F |
| COMMONFUND INSTITUTIONAL COMMODITIES FUND | $245,697 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,807,381 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,543,320 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $871,936 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $871,936 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,671,384 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,947 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,947 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,697,331 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,630,611 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,630,611 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,947 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,947 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,656,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE INSTITUTE'S ARTWORK IS STATED AT COST AND IS FOR USE IN THE FDR LIBRARY'S VISITORS CENTER. IN ADDITION, THE INSTITUTE HOLDS A DONATED COLLECTION OF AUTOGRAPHS OF FRANKLIN D. ROOSEVELT, BOOKS AND DOCUMENTS WHICH ARE STATED AT THE APPRAISED VALUE AT THE DATE OF DONATION AND ARE STORED IN THE FDR LIBRARY. |
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF THE INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2010. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DPSA | NameOfEvent1Amt |
| Gross Receipts Event1 | $402,070 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $378,280 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,790 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $75,169 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $62,389 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,635 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FOUR FREEDOMS AWARD DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $361,050 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $333,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,200 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,241 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $30,385 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $28,485 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,809 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $763,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $712,130 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,990 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $32,741 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $105,554 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $90,874 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,444 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $252,613 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$201,623 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CAMPUS NETWORK CHAPTER GRANTS | 14 | $10,673 |
| LEGACY PROGRAM FELLOWSHIPS/GRANTS-IN-AIDE | 6 | $6,350 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRAMMATICALLY: SELF-ASSESS ACTIVITIES AND IMPACT PLUS REPORT BACK TO FUNDERS MONITORING: FINANCE DEPARTMENT MONITORS USE OF FUNDS | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA WONG | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $221,870 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $37,509 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $259,379 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KATRINA VANDEN HEUVEL AND WILLIAM VANDEN HEUVEL HAVE A FAMILIAL RELATIONSHIP. ANNA ELEANOR ROOSEVELT, PHOEBE ROOSEVELT, AND NANCY ROOSEVELT IRELAND HAVE A FAMILIAL RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE TAX PROFESSIONALS IN CONJUNCTION WITH THE INSTITUTE'S ACCOUNTING/FINANCE DEPARTMENT. THE RETURN IS FIRST REVIEWED BY THE PRESIDENT AND CEO. THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR THE FINAL REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCEDURES FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY ARE STATED IN THE INSTITUTE'S PERSONNEL POLICY AND PROCEDURES MANUAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCEDURES FOR ESTABLISHING EXECUTIVE COMPENSATION IS OUTLINED IN THE INSTITUTES' POLICY AND PROCEDURES MANUAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S MANAGEMENT MAKES THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND ALL 990 TAX INFORMATION AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON-LINE WITH GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | FELLOWS & CONSULTANTS: PROGRAM SERVICE EXPENSES 269,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 269,546. PROGRAM PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 620,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 620,667. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 542,223. MANAGEMENT AND GENERAL EXPENSES 19,463. FUNDRAISING EXPENSES 213,635. TOTAL EXPENSES 775,321. |
| PART XI LINE 2C | THE INSTITUTE HAS AN AUDIT COMMITTEE WHICH HAS BEEN ASSIGNED THE RESPONSIBILITY TO 1) ENGAGE THE AUDITORS, 2) MEET TO DISCUSS PLANNING, 3) MEET TO REVIEW THE RESULTS OF THE AUDIT AND DISCUSS THE FINANCIAL STATEMENTS, 4) DISCUSS ANY INTERNAL CONTROL ISSUES, 5) DISCUSS ANY FUTURE ISSUES THAT MIGHT AFFECT THE INSTITUTE AND 6) DISCUSS THE TAX RETURN. THE COMMITTEE REPORTS ITS FINDINGS TO THE BOARD. THERE WAS NO CHANGE TO THE POLICY IN THE CURRENT YEAR. |