2014-07-31T07:35:19-05:00 2013-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 MARK SMALLWOOD EXECUTIVE DIRECTOR 6106831400 2014-07-31 1 JENNIFER SOLOT P00749373 2155677770 2013 2015-11-30 17:44:51Z MARK SMALLWOOD 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 7700910 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 14 13 59 95 0 0 2217576 3600477 0 0 207760 240225 525404 786360 2950740 4627062 8000 0 0 0 1981677 2010586 0 18000 195604 942956 1144439 2932633 3173025 18107 1454037 20718495 23696014 218779 337884 20499716 23358130 X 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. 0 0 1165784 550419 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. 751221 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. 462475 COMMUNICATIONS - TO SHARE OUR RESEARCH AND PROMOTE THE BENEFITS OF ORGANIC AGRICULTURE TO FARMERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. 2379480 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 59 1 0 1 SG 0 0 0 1 1 0 0 0 0 X 14 13 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY CO-CHAIRMAN 1.00 X X 0 0 0 MARIA RODALE CO-CHAIRMAN 1.00 X X 0 0 0 KIMBERLY SCHROEDER SECRETARY 1.00 X X 0 0 0 DREW BECHER DIRECTOR 1.00 X 0 0 0 ELIZABETH KUCINICH DIRECTOR 1.00 X 0 0 0 CORBY KUMMER DIRECTOR 1.00 X 0 0 0 ROBERTA LANG DIRECTOR 1.00 X 0 0 0 KIM LARSON DIRECTOR 1.00 X 0 0 0 GRANT LUNDBERG DIRECTOR 1.00 X 0 0 0 MICHEL NISCHAN DIRECTOR 1.00 X 0 0 0 HELEN PISZEK NELSON DIRECTOR 1.00 X 0 0 0 MAYA RODALE DIRECTOR 1.00 X 0 0 0 LOUISE SCHORN SMITH CPA DIRECTOR 1.00 X 0 0 0 MARK SMALLWOOD EXECUTIVE DIRECTOR 40.00 X X 123678 0 21879 123678 0 21879 1 0 0 0 0 74455 330124 3195898 29056 3600477 214249 214249 49862 0 49862 49862 49862 3002360 2976384 25976 25976 25976 30075 74455 20732 9343 9343 627151 76732 550419 550419 OTHER REVENUE 900099 104647 104647 INT - DISQ PERSON 900099 72089 72089 176736 4627062 550419 0 476166 145557 78602 56767 10188 1464293 1125885 262515 75893 42013 32935 6863 2215 242188 183988 45017 13183 116535 87088 23002 6445 18000 18000 227779 179003 44187 4589 362784 289252 45138 28394 101962 85521 15559 882 79339 75609 3730 50314 35865 8314 6135 EQUIP RENTAL/MAINT 201779 123013 68351 10415 OTHER 101126 70574 20912 9640 DUES AND SUBSCRIPTIONS 19356 12145 1316 5895 3173025 2379480 597941 195604 286725 291516 1527991 1347519 289380 317640 24597 36435 6557463 6556580 31371 22428 46759 48050 3930646 1121910 2817568 2808736 9118953 11762110 505000 17688 0 20718495 23696014 188209 251180 30570 86704 218779 337884 X 9333882 10100009 10490588 11998848 675246 1259273 20499716 23358130 20718495 23696014 1454037 1404377 0 X 0 1 X 1 0 X 2777814 2235439 2916424 2217576 3600477 13747730 2777814 2235439 2916424 2217576 3600477 13747730 3823019 9924711 81478 50977 118022 223877 264111 738465 145157 98343 145869 103384 176736 669489 15155684 1948026 0.65490 0.69290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 5355033 100 863324 266378 5952079 5405552 218422 268941 5355033 1734015 5000522 59055 1388040 5405552 1528509 500 205006 1734015 1370203 5018 153288 1528509 0.12670 0.87330 0 0 2589147 2589147 1341499 1121910 219589 2808736 X 6240587 1404377 111684 97464 1613525 4627062 0 4627062 3382173 111684 97464 209148 3173025 0 3173025 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. X X X 1 BRUNO REDSTAR LLC 4835 RICARA DRIVE BOULDER CO 80303 PROFESSIONAL FUNDRAISING 0 11300 18000 11300 11300 18000 11300 ORGANIC PIONEERS AWARD 104530 74455 30075 4497 16235 104530 74455 30075 4497 16235 20732 9343 1 PART I, LINE 2: 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. RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO PURCHASE STOCK X 1030580 1030580 0 1 1 RODALE INC A FORMER CHAIRMAN OF RODALE, INC. FOUNDED RODALE INSTITUTE. TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. X 7100000 5526000 0 1 1 6556580 X SUPPLIES 12 29056 FMV DATE OF DONATION 0 0 1 0 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.