CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT INST FOR THE STUDY OF STATESMANSHIP & POLIT PHILOSOPHY (EIN 95-3443202)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-29
- IRS object ID
- 201430309349300253
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-29T19:22:35-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952302617 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | 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 | 953443202 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 9096216825 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 937 W FOOTHILL BLVD SUITE E | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT H GRANSDEN JR | Name |
| Title | CFO | Title |
| Phone | 9096216825 | Phone |
| Date Signed | 2014-01-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LIOR TEMKIN | Name |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | Phone |
| Date Prepared | 2014-01-28 | DatePrepared |
| 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 | BRIAN T KENNEDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 937 W FOOTHILL BLVD SUITE E | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7550500 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CLAREMONT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 6155 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3966997 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4603053 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 364051 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 235029 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92459 | InvestmentIncomePriorYear |
| Investment Income Current Year | 121193 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4423507 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4959275 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 51770 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 57050 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1405119 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2133088 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 52747 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 47100 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 816409 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2653569 | OtherExpensePriorYear |
| Other Expenses Current Year | 2335758 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4163205 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4572996 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 260302 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 386279 | RevenuesLessExpensesCY |
| Total Assets BOY | 3532990 | TotalAssetsBOY |
| Total Assets EOY | 3309421 | TotalAssetsEOY |
| Total Liabilities BOY | 719686 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 133066 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2813304 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3176355 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1220806 | Expense |
| Revenue | 113919 | Revenue |
| Description | THE CLAREMONT REVIEW OF BOOKS IS A QUARTERLY PUBLICATION FEATURING BOOK REVIEWS AND ARTICLES THAT ADDRESS THE PRINCIPLES OF THE AMERICAN FOUNDING AND CONTEMPORARY ETHICAL AND PUBLIC POLICY ISSUES. THIS PROGRAM ALSO INCLUDES CRB FORUMS, WHERE OPINION LEADERS AND POLICY MAKERS DISCUSS IN PERSON ISSUES COVERED IN THE MAGAZINE. THIS PROGRAM ALSO INCLUDES THE AMERICAN MIND, A VIDEO SERIES COMPLEMENTING THE MAGAZINE. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS PROGRAM GROUP TOTALED $1,220,806. REVENUES FROM SUBSCRIPTIONS TOTALED $107,764 AND REVENUES FROM ADVERTISING FEES TOTALED $6,155. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 622784 | Expense |
| Grants | 2550 | Grants |
| Description | THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION INCLUDES OUR EDUCATIONAL PUBLIUS FELLOWSHIP PROGRAM THAT TRAINS YOUNG CONSERVATIVE LEADERS IN THE PRINCIPLES OF LIMITED CONSTITUTIONAL GOVERNMENT. IT ALSO INCLUDES SCHOLARSHIP AND OTHER EDUCATION ACTIVITIES. EXPENSES FOR THE SALVATORI CENTER, INCLUDING THE PUBLIUS FELLOWSHIP PROGRAM, CAME TO $622,784. THIS INCLUDES GRANTS (STIPENDS) TOTALING $2,550 TO PROGRAM INTERNS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 534195 | Expense |
| Grants | 19500 | Grants |
| Description | THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE PRODUCES SCHOLARSHIP AND EDUCATIONAL PROGRAMS THAT PROMOTE THE AMERICAN FOUNDERS' VIEW OF JURISPRUDENCE. THIS PROGRAM INCLUDES THE JOHN MARSHALL FELLOWSHIPS, AN EDUCATION PROGRAM FOR LAW STUDENTS AND RECENT GRADUATES. IT ALSO INCLUDES SEMINARS AND COLLOQUIA ON CONSTITUTIONAL LAW. EXPENSES FOR THIS CENTER CAME TO $534,195, INCLUDING GRANTS (STIPENDS) TOTALING $19,500 TO THE JOHN MARSHALL FELLOWS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1116752 | Expense |
| Grants | 35000 | Grants |
| Revenue | 121110 | Revenue |
| Description | OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE THE WASHINGTON OFFICE, LED BY FORMER SECRETARY OF EDUCATION WILLIAM J. BENNETT; THE NATIONAL SECURITY/STATESMANSHIP PROJECT; PANELS AT THE AMERICAN POLITICAL SCIENCE ASSOCIATION'S ANNUAL MEETING; THE ENDOWED SALVATORI PRIZE IN THE AMERICAN FOUNDING; PUBLICATIONS, POLICY CONFERENCES, PUBLIC EVENTS, WEBSITES, AND APPEARANCES IN PRINT, BROADCAST, AND NEW MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $1,116,752, INCLUDING GRANTS OF $35,000 FOR THE SALVATORI PRIZE IN AMERICAN FOUNDING. REVENUE FOR THESE OTHER PROGRAMS TOTALED $121,110. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1116752 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 35000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 121110 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3494537 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN T KENNEDY PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096216825 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 937 W FOOTHILL BLVD SUITE E | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ARNN LARRY P | ||||||
| DIRECTOR, VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| BENNETT WILLIAM J | ||||||
| DIRECTOR, WASHINGTON FELLO | 20.00 | X | 206000 | 0 | 0 | |
| CRUMMER ROY E | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERLER EDWARD J | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | X | 8750 | 0 | 0 | |
| FARKAS JOEL H | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FLANNERY CHRISTOPHER | ||||||
| DIRECTOR & SR. EDITOR/CRB | 8.00 | X | 45580 | 0 | 0 | |
| HIGGINS JAMES E | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAFFA HARRY V | ||||||
| DIRECTOR & DIST. FELLOW | 20.00 | X | 18000 | 0 | 0 | |
| KADISH LAWRENCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNEDY BRIAN T | ||||||
| DIRECTOR & PRESIDENT | 60.00 | X | 179679 | 0 | 22048 | X |
| KESLER CHARLES R | ||||||
| DIRECTOR & EDITOR/CRB | 8.00 | X | 237546 | 0 | 0 | |
| KLINGENSTEIN THOMAS D | ||||||
| DIRECTOR, CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| LEWIS JEFFREY B | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARINI JOHN | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | X | 12300 | 0 | 0 | |
| MATTSON LARRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SANBORN BRUCE C | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCHRAMM PETER W | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | X | 0 | 0 | 0 | |
| WEST THOMAS G | ||||||
| DIRECTOR & SR. FELLOW | 1.00 | X | 5000 | 0 | 0 | |
| PALM DANIEL C | ||||||
| SECRETARY | 2.00 | 4851 | 0 | 0 | X | |
| COLLISSON ANA | ||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 116617 | 0 | 34965 | X | |
| LEIBSOHN SETH | ||||||
| VP, PROGRAM DEVELOPMENT | 40.00 | 119763 | 0 | 6397 | X | |
| GRANSDEN ROBERT | ||||||
| CFO/DIRECTOR OF DEVELOPMEN | 40.00 | 108734 | 0 | 24348 | X | |
| SEAGRAVES VERAL | ||||||
| VP, INSTITUTIONAL ADVACEME | 40.00 | 122655 | 0 | 28109 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1185475 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 115867 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARLES KESLER | |||||
| 937 W FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | EDITOR, CRB; TEACHING, WRITING | 237545 |
| WILLIAM J BENNETT | |||||
| 937 W FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | WASHINGTON FELLOW | 206000 |
| BAUMWOLL INTERNATIONAL CONSULTING LTD | |||||
| 144 W 86TH ST | NEW YORK | NY | 10024 | STRATEGIC MARKETING | 185850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 15000 | GovernmentGrants |
| All Other Contributions | 4588053 | AllOtherContributions |
| Noncash Contributions | 2340759 | NoncashContributions |
| Total Contributions | 4603053 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONFERENCE INCOME | 900099 | 127265 | 121110 | 6155 |
| SUBSCRIPTION REVENUE | 900099 | 107764 | 107764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 235029 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80105 | TotalRevenueColumn |
| Exclusion | $80,105 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2632313 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2591225 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41088 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41088 | TotalRevenueColumn |
| Exclusion | $41,088 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4959275 | TotalRevenueColumn |
| Related Or Exempt Function Income | 228874 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6155 | UnrelatedBusinessRevenue |
| Exclusion | $121,193 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57050 | Total |
| Program Services | 57050 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1348742 | Total |
| Program Services | 922374 | ProgramServices |
| Management And General | 64734 | ManagementAndGeneral |
| Fundraising | 361634 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610925 | Total |
| Program Services | 493436 | ProgramServices |
| Management And General | 79162 | ManagementAndGeneral |
| Fundraising | 38327 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79925 | Total |
| Program Services | 66705 | ProgramServices |
| Management And General | 6666 | ManagementAndGeneral |
| Fundraising | 6554 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93496 | Total |
| Program Services | 58902 | ProgramServices |
| Management And General | 9350 | ManagementAndGeneral |
| Fundraising | 25244 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55617 | Total |
| Program Services | 42478 | ProgramServices |
| Management And General | 3185 | ManagementAndGeneral |
| Fundraising | 9954 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47100 | Total |
| Fundraising | 47100 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15355 | Total |
| Management And General | 15355 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130369 | Total |
| Fundraising | 130369 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32538 | Total |
| Program Services | 24839 | ProgramServices |
| Management And General | 1646 | ManagementAndGeneral |
| Fundraising | 6053 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113961 | Total |
| Program Services | 88947 | ProgramServices |
| Management And General | 6670 | ManagementAndGeneral |
| Fundraising | 18344 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226256 | Total |
| Program Services | 160653 | ProgramServices |
| Management And General | 732 | ManagementAndGeneral |
| Fundraising | 64871 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372605 | Total |
| Program Services | 365877 | ProgramServices |
| Management And General | 1032 | ManagementAndGeneral |
| Fundraising | 5696 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20628 | Total |
| Management And General | 20628 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7056 | Total |
| Program Services | 5389 | ProgramServices |
| Management And General | 404 | ManagementAndGeneral |
| Fundraising | 1263 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24330 | Total |
| Program Services | 18582 | ProgramServices |
| Management And General | 1393 | ManagementAndGeneral |
| Fundraising | 4355 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSULTING | 568422 | 533162 | 1000 | 34260 |
| OUTSIDE SERVICES | 253543 | 199613 | 29554 | 24376 |
| PRINTING & PUBLICATION | 167883 | 153411 | 13143 | 1329 |
| HONORARIA | 147728 | 147728 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199467 | Total |
| Program Services | 155391 | ProgramServices |
| Management And General | 7396 | ManagementAndGeneral |
| Fundraising | 36680 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4572996 | Total |
| Program Services | 3494537 | ProgramServices |
| Management And General | 262050 | ManagementAndGeneral |
| Fundraising | 816409 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206419 | BOY |
| EOY | 1013134 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1328552 | BOY |
| EOY | 282851 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79354 | BOY |
| EOY | 47776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 143842 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 135889 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13468 | BOY |
| EOY | 7953 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1823988 | BOY |
| EOY | 1870565 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81209 | BOY |
| EOY | 87142 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3532990 | BOY |
| EOY | 3309421 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148198 | BOY |
| EOY | 70611 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71488 | BOY |
| EOY | 62455 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 719686 | BOY |
| EOY | 133066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388583 | BOY |
| EOY | 791401 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409489 | BOY |
| EOY | 369722 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2015232 | BOY |
| EOY | 2015232 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2813304 | BOY |
| EOY | 3176355 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3532990 | BOY |
| EOY | 3309421 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 386279 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -29161 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 5933 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 3132924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3038045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2599136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3966997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4603053 | CurrentTaxYear |
| Total | 17340155 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3132924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3038045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2599136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3966997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4603053 | CurrentTaxYear |
| Total | 17340155 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6668494 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10671661 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41655 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80105 | CurrentTaxYear |
| Total | 308479 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 17648634 | TotalSupport |
| Gross Receipts From Admissions Etc | 1255930 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69810 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1847494 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 92031 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15355 | AdministrativeExpenses |
| End Of Year Balance | 1924170 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1769692 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 88039 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10237 | AdministrativeExpenses |
| End Of Year Balance | 1847494 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1378632 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| Investment Earnings Or Losses | 147060 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6000 | AdministrativeExpenses |
| End Of Year Balance | 1769692 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 997326 | BeginningOfYearBalance |
| Contributions | 300000 | Contributions |
| Investment Earnings Or Losses | 87446 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6140 | AdministrativeExpenses |
| End Of Year Balance | 1378632 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1152194 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -146550 | InvestmentEarningsOrLosses |
| Administrative Expenses | 8318 | AdministrativeExpenses |
| End Of Year Balance | 997326 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5507 | OtherCostOrOtherBasis |
| Depreciation | 5507 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 138335 | OtherCostOrOtherBasis |
| Depreciation | 130382 | Depreciation |
| Book Value | 7953 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7953 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4936046 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -29161 | NetUnrealizedGainsInvestments |
| Other Revenues | 5933 | OtherRevenues |
| Revenue Not Rptd F990 | -23228 | RevenueNotRptdF990 |
| Revenue Subtotal | 4959274 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4959274 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4572996 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4572996 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4572996 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, SENIOR FELLOWS, PUBLIUS & LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE INSTITUTE IS A TAX-EXEMPT INSTITUTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, EXCEPT WITH RESPECT TO ANY UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES ("ASC 740"),THE INSTITUTE RECOGNIZES THE IMPACT OF TAX POSITION IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE INSTITUTION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE INSTITUTION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2013, THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 5,933. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| CLEAR WORD COMMUNICATIONS | ||||||||
| 12841 BRAEMAR VILLAGE PLAZA 51 | BRISTOW | VA | 20136 | DIRECT MAIL | 0 | 318743 | 20000 | 298743 |
| MARTS & LUNDY | ||||||||
| 1200 WALL STREET WEST | LYNDHURST | NJ | 07071 | FUNDRAISING CONSULTING | 0 | 0 | 27100 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 318743 | TotalGrossReceipts |
| Total Retained By Contractors | 47100 | TotalRetainedByContractors |
| Total Net To Organization | 298743 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | NJ | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | ALL FUNDS ARE IN THE CUSTODY OF CLAREMONT INSTITUTE AT ALL TIMES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| JOHN MARSHALL FELLOWSHIP | 13 | 19500 | CASH |
| SALVATORI PRIZE IN THE AMERICAN FOUNDING | 1 | 35000 | CASH |
| INTERNSHIPS | 3 | 2550 | CASH |
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: JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR YOUNG ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. THE SALVATORI PRIZE IN THE AMERICAN FOUNDING IS GIVEN TO AN INDIVIDUAL WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. INTERNSHIPS GIVE STUDENTS THE EDUCATIONAL OPPORTUNITY TO VOLUNTEER AT THE CLAREMONT INSTITUTE AND PARTICIPATE IN ITS PROGRAMS. INTERNS RECEIVE AN HONORIUM FROM THE CLAREMONT INSTITUTE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENNETT WILLIAM J | ||||||||||||||
| DIRECTOR, WASHINGTON FELLO | 206000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 206000 | 0 | 0 | 0 |
| KENNEDY BRIAN T | ||||||||||||||
| DIRECTOR & PRESIDENT | 179679 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22048 | 0 | 201727 | 0 | 0 | 0 |
| KESLER CHARLES R | ||||||||||||||
| DIRECTOR & EDITOR/CRB | 237546 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 237546 | 0 | 0 | 0 |
| COLLISSON ANA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | 116617 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 34965 | 0 | 151582 | 0 | 0 | 0 |
| SEAGRAVES VERAL | ||||||||||||||
| VP, INSTITUTIONAL ADVACEME | 122655 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28109 | 0 | 150764 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE INSTITUTE OCCASIONALLY PROVIDES DR. BENNETT, THE CLAREMONT INSTITUTE WASHINGTON FELLOW, WITH FIRST CLASS TRAVEL. THIS IS AN ORAL AGREEMENT. |
| PART I, LINE 4A | THE INSTITUTE PROVIDED AN EMPLOYEE WITH A SEVERANCE PAYMENT OF $20,833, LESS STANDARD WITHHOLDING AND DEDUCTIONS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHARLES R KESLER | |||
| DIRECTOR | 237546 | EDITOR, CRB. MR. KESLER SERVES ON A CONSULTING BASIS AS EDITOR OF THE CLAREMONT REVIEW OF BOOKS. | 0 |
| WILLIAM J BENNETT | |||
| DIRECTOR | 206000 | WASHINGTON FELLOW. MR. BENNETT SERVES ON A CONSULTING BASIS AS THE CLAREMONT INSTITUTE'S WASHINGTON FELLOW,TO ADVANCE THE MISSION AND PROGRAMS OF THE CLAREMONT INSTITUTE. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2340759 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED, IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE NEWEST PROGRAM OF THE CLAREMONT INSTITUTE IS THE AMERICAN MIND, A VIDEO INTERVIEW SERIES THAT COMPLEMENTS THE CLAREMONT REVIEW OF BOOKS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD, PRIOR TO BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WITH AN ANNUAL REVIEW OF VENDOR CONTRACTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG OR UPON REQUEST AND FORM 1023 IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 5,933. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI RESEARCH INSTITUTE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 937 W FOOTHILL BLVD SUITE E | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954774715 | EIN |
| Primary Activities | ACCEPTS DONATIONS OF LAND.WHEN SOLD, PROCEEDS ARE DONATED TO CLAREMONT. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLAREMONT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 100 | AmountInvolved |
| Method Of Amt Determination | ESTIMATE | MethodOfAmtDetermination |
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