RODALE INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RODALE INSTITUTE (EIN 23-7206884)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201432129349300303
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-31T07:35:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 237206884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODA | BusinessNameControlTxt |
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SMALLWOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6106831400 | PhoneNum |
| Signature | 2014-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SMALLWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,700,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RODALEINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 95 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,217,576 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,600,477 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $207,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $240,225 | CYInvestmentIncomeAmt |
| PY Other Revenue | $525,404 | PYOtherRevenueAmt |
| CY Other Revenue | $786,360 | CYOtherRevenueAmt |
| PY Total Revenue | $2,950,740 | PYTotalRevenueAmt |
| CY Total Revenue | $4,627,062 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,981,677 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,010,586 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $195,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $942,956 | PYOtherExpensesAmt |
| CY Other Expenses | $1,144,439 | CYOtherExpensesAmt |
| PY Total Expenses | $2,932,633 | PYTotalExpensesAmt |
| CY Total Expenses | $3,173,025 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,107 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,454,037 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,718,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,696,014 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $337,884 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,499,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,358,130 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. SINCE OUR FOUNDING IN 1947, WE'VE BEEN RESEARCHING THE BEST PRACTICES OF ORGANIC AGRICULTURE AND SHARING OUR FINDINGS WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATING FOR POLICIES THAT SUPPORT FARMERS, AND EDUCATING CONSUMERS ABOUT HOW GOING ORGANIC IS THE HEALTHIEST OPTION FOR PEOPLE AND THE PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,165,784 | ExpenseAmt |
| Revenue | $550,419 | RevenueAmt |
| Desc | RESEARCH PROGRAMS - THE RODALE INSTITUTE RESEARCH PROGRAM FOCUSES ON PROMOTING SOIL HEALTH THROUGH THE USE OF SOIL MICROBIOLOGY. BY FOCUSING ON THE LIFE IN THE SOIL, RODALE INSTITUTE RESEARCHERS HELP ORGANIC FARMERS STRENGTHEN YIELDS WHILE INCREASING ECONOMIC VIABILITY. THE RESEARCH PROGRAM AT RODALE INSTITUTE ALSO AIMS TO WORK WITH CONVENTIONAL FARMERS TO HELP CONVERT THEM TO ORGANIC PRACTICES. USING RESEARCH FROM TRIALS, OUR STAFF STUDIES IMPROVED ORGANIC MANAGEMENT METHODS, WEED MANAGEMENT, SOIL FERTILITY, AND WATER QUALITY.ADDITIONAL ASPECTS OF THE PROGRAM INCLUDE STUDYING NUTRIENT MANAGEMENT IN ORGANIC NO-TILL SYSTEMS AS WELL AS STUDYING IMPROVED TECHNIQUES FOR COMPOST MANAGEMENT. IN ADDITION, OUR RESEARCH TEAM COMPARES THE ECONOMICS, ENERGY USE AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES IN OUR FARMING SYSTEMS TRIAL. STAFF SHARES FINDINGS WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE GENERAL PUBLIC THROUGH HANDS ON FIELD DAYS, CONFERENCES, WORKSHOPS, SEMINARS, SYMPOSIUMS AND INNOVATIVE ONLINE INTERACTIVE TOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $751,221 | ExpenseAmt |
| Desc | FARM OPERATIONS - FARM OPERATIONS CONDUCTS ON THE GROUND WORK, TEACHING FARMERS EFFECTIVE ORGANIC GROWING PRACTICES. OUR DIVERSE OPERATION INCLUDES HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION FOR GRAIN CROPS AND VEGETABLES, ORGANIC WEED MANAGEMENT, MEASUREMENT OF SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS. IN ADDITION, WE HAVE SIX ACRES OF FOOD PRODUCTION AS PART OF A NEW FARMER TRAINING PROGRAM - AGRICULTURE SUPPORTED COMMUNITIES. THIS PROGRAM ALLOWS US TO BRING FRESH, HIGH-QUALITY ORGANIC FOOD TO UNDERSERVED COMMUNITIES AND PROVIDES A VIABLE BUSINESS MODEL FOR NEW OR ESTABLISHED FARMERS WHO WANT TO ENTER THESE MARKETS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $462,475 | ExpenseAmt |
| Desc | COMMUNICATIONS - TO SHARE OUR RESEARCH AND PROMOTE THE BENEFITS OF ORGANIC AGRICULTURE TO FARMERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,379,480 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SG | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106831400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL MCGINLEY | ||||||
| CO-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIA RODALE | ||||||
| CO-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIMBERLY SCHROEDER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DREW BECHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH KUCINICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORBY KUMMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA LANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM LARSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRANT LUNDBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHEL NISCHAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN PISZEK NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAYA RODALE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUISE SCHORN SMITH CPA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SMALLWOOD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $123,678 | $0 | $21,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $123,678 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $74,455 | FundraisingAmt |
| Government Grants | $330,124 | GovernmentGrantsAmt |
| All Other Contributions | $3,195,898 | AllOtherContributionsAmt |
| Noncash Contributions | $29,056 | NoncashContributionsAmt |
| Total Contributions | $3,600,477 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,249 | TotalRevenueColumnAmt |
| Exclusion | $214,249 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,862 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,862 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,862 | TotalRevenueColumnAmt |
| Exclusion | $49,862 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,002,360 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,976,384 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,976 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,976 | TotalRevenueColumnAmt |
| Exclusion | $25,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $74,455 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,732 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,343 | TotalRevenueColumnAmt |
| Exclusion | $9,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $627,151 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $76,732 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $550,419 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $550,419 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $104,647 | $104,647 |
| INT - DISQ PERSON | 900099 | $72,089 | $72,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $176,736 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,627,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $550,419 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $476,166 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,557 | TotalAmt |
| Program Services | $78,602 | ProgramServicesAmt |
| Management And General | $56,767 | ManagementAndGeneralAmt |
| Fundraising | $10,188 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,293 | TotalAmt |
| Program Services | $1,125,885 | ProgramServicesAmt |
| Management And General | $262,515 | ManagementAndGeneralAmt |
| Fundraising | $75,893 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,013 | TotalAmt |
| Program Services | $32,935 | ProgramServicesAmt |
| Management And General | $6,863 | ManagementAndGeneralAmt |
| Fundraising | $2,215 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,188 | TotalAmt |
| Program Services | $183,988 | ProgramServicesAmt |
| Management And General | $45,017 | ManagementAndGeneralAmt |
| Fundraising | $13,183 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,535 | TotalAmt |
| Program Services | $87,088 | ProgramServicesAmt |
| Management And General | $23,002 | ManagementAndGeneralAmt |
| Fundraising | $6,445 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Fundraising | $18,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,779 | TotalAmt |
| Program Services | $179,003 | ProgramServicesAmt |
| Management And General | $44,187 | ManagementAndGeneralAmt |
| Fundraising | $4,589 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,784 | TotalAmt |
| Program Services | $289,252 | ProgramServicesAmt |
| Management And General | $45,138 | ManagementAndGeneralAmt |
| Fundraising | $28,394 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,962 | TotalAmt |
| Program Services | $85,521 | ProgramServicesAmt |
| Management And General | $15,559 | ManagementAndGeneralAmt |
| Fundraising | $882 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,339 | TotalAmt |
| Program Services | $75,609 | ProgramServicesAmt |
| Fundraising | $3,730 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,314 | TotalAmt |
| Program Services | $35,865 | ProgramServicesAmt |
| Management And General | $8,314 | ManagementAndGeneralAmt |
| Fundraising | $6,135 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP RENTAL/MAINT | $201,779 | $123,013 | $68,351 | $10,415 |
| OTHER | $101,126 | $70,574 | $20,912 | $9,640 |
| DUES AND SUBSCRIPTIONS | $19,356 | $12,145 | $1,316 | $5,895 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,173,025 | TotalAmt |
| Program Services | $2,379,480 | ProgramServicesAmt |
| Management And General | $597,941 | ManagementAndGeneralAmt |
| Fundraising | $195,604 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,725 | BOYAmt |
| EOY | $291,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,991 | BOYAmt |
| EOY | $1,347,519 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,380 | BOYAmt |
| EOY | $317,640 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,597 | BOYAmt |
| EOY | $36,435 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,557,463 | BOYAmt |
| EOY | $6,556,580 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,371 | BOYAmt |
| EOY | $22,428 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,759 | BOYAmt |
| EOY | $48,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,930,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,121,910 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,817,568 | BOYAmt |
| EOY | $2,808,736 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,118,953 | BOYAmt |
| EOY | $11,762,110 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $505,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,688 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,718,495 | BOYAmt |
| EOY | $23,696,014 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,209 | BOYAmt |
| EOY | $251,180 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,570 | BOYAmt |
| EOY | $86,704 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,779 | BOYAmt |
| EOY | $337,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,333,882 | BOYAmt |
| EOY | $10,100,009 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,490,588 | BOYAmt |
| EOY | $11,998,848 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,246 | BOYAmt |
| EOY | $1,259,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,499,716 | BOYAmt |
| EOY | $23,358,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,718,495 | BOYAmt |
| EOY | $23,696,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,454,037 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,404,377 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 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 | $2,777,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,235,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,916,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,217,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,600,477 | CurrentTaxYearAmt |
| Total | $13,747,730 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,777,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,235,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,916,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,217,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,600,477 | CurrentTaxYearAmt |
| Total | $13,747,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,823,019 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,924,711 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,111 | CurrentTaxYearAmt |
| Total | $738,465 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,736 | CurrentTaxYearAmt |
| Total | $669,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,155,684 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,948,026 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69290 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,355,033 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $863,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,378 | OtherExpendituresAmt |
| End Year Balance | $5,952,079 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,405,552 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $218,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $268,941 | OtherExpendituresAmt |
| End Year Balance | $5,355,033 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,734,015 | BeginningYearBalanceAmt |
| Contributions | $5,000,522 | ContributionsAmt |
| Investment Earnings Or Losses | $59,055 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,388,040 | OtherExpendituresAmt |
| End Year Balance | $5,405,552 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,528,509 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $205,006 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,734,015 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,370,203 | BeginningYearBalanceAmt |
| Contributions | $5,018 | ContributionsAmt |
| Investment Earnings Or Losses | $153,288 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,528,509 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.12670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.87330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,589,147 | OtherCostOrOtherBasisAmt |
| Book Value | $2,589,147 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,341,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,121,910 | DepreciationAmt |
| Book Value | $219,589 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,808,736 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,240,587 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,404,377 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $111,684 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $97,464 | OtherRevenueAmt |
| Revenue Not Reported | $1,613,525 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,627,062 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,627,062 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,382,173 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $111,684 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $97,464 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $209,148 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,173,025 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,173,025 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS ARE AVAILABLE FOR THE OPERATIONS AND MAINTENANCE OF RODALE RESEARCH CENTER. |
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE INSTITUTE BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP AND THE STANDARD HAD NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 76,732. FUNDRAISING EXPENSES 20,732. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 76,732. FUNDRAISING EXPENSES 20,732. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUNO REDSTAR LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4835 RICARA DRIVE | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $11,300 | GrossReceiptsAmt |
| Retained By Contractor | $18,000 | RetainedByContractorAmt |
| Net To Organization | $11,300 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $11,300 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $18,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $11,300 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ORGANIC PIONEERS AWARD | NameOfEvent1Amt |
| Gross Receipts Event1 | $104,530 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $74,455 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,075 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,497 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,235 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $104,530 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $74,455 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,075 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,497 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,235 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $20,732 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,343 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED THROUGH THE EXAMINATION OF REQUIRED REPORTING BY THE GRANTEE. BOTH A MID-YEAR AND FINAL REPORT ON THE PERIOD IS REQUIRED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| RODALE INC | |||||||
| A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. | TO PURCHASE STOCK | Yes (X) | $1,030,580 | $1,030,580 | 0 | Yes (1) | Yes (1) |
| RODALE INC | |||||||
| A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. | TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. | Yes (X) | $7,100,000 | $5,526,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $6,556,580 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,056 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARIA RODALE, CO-CHAIRMAN, IS THE MOTHER OF MAYA RODALE, BOARD MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS DURING 2013, THE ORGANIZATION REVISED ITS BYLAWS RELATED TO THE QUALIFICATIONS OF ITS GOVERNING BODY MEMBERS, STATING THAT IF THE BOARD APPROVES (BY MAJORITY VOTE), A BOARD MEMBER CAN EXTEND HIS/HER TERM AS DEEMED APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |