INSTITUTE FOR THE FUTURE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE FUTURE (EIN 95-2540449)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349306744
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:41:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | 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 | 952540449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE FUTURE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 6508546322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 HAMILTON AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN HAGAN | PersonNm |
| Person Title | EXECUTIVE PRODUCER | PersonTitleTxt |
| Phone | 6508546322 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARINA GORBIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 HAMILTON AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,824,038 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IFTF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FUTURE FORECASTING TO ORGANIZATIONS WORLDWIDE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,800 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,556,072 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,813,090 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,329 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,803 | PYOtherRevenueAmt |
| CY Other Revenue | $9,598 | CYOtherRevenueAmt |
| PY Total Revenue | $8,587,004 | PYTotalRevenueAmt |
| CY Total Revenue | $8,824,038 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,897,887 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,320,137 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,418,370 | PYOtherExpensesAmt |
| CY Other Expenses | $3,355,335 | CYOtherExpensesAmt |
| PY Total Expenses | $8,316,257 | PYTotalExpensesAmt |
| CY Total Expenses | $8,675,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $270,747 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $148,566 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,793,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,035,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,351,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,449,558 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,442,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,586,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE CATALYZE THE GLOBAL COMMUNITY TO THINK SYSTEMATICALLY ABOUT THE FUTURE. AS AN INDEPENDENT NONPROFIT, WE ARE LEADING INNOVATORS IN THE SYSTEMATIC AND COMPREHENSIVE RESEARCH OF THE LONG-TERM FUTURE, PROVIDING METHODOLOGIES AND TOOLS THAT ENGAGE BOTH THE PRIVATE AND PUBLIC SECTORS IN ORDER TO: DISCERN AND COPE WITH TODAY'S SOCIETAL DILEMMAS; AVOID CREATION OF MORE COMPLEX DILEMMAS TOMORROW; AND CREATE NEW, IMPORTANT ALTERNATIVES IN SHAPING THE GLOBAL FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $622,978 | ExpenseAmt |
| Revenue | $1,409,374 | RevenueAmt |
| Desc | TECHNOLOGY HORIZONS PROGRAM - THE TECHNOLOGY HORIZONS PROGRAM COMBINES A DEEP UNDERSTANDING OF TECHNOLOGY AND SOCIETAL FORCES TO IDENTIFY AND EVALUATE DISCONTINUITIES AND INNOVATIONS IN THE NEXT THREE TO TEN YEARS. WE HELP ORGANIZATIONS DEVELOP INSIGHTS AND STRATEGIC TOOLS TO BETTER POSITION THEMSELVES FOR THE FUTURE. THIS IS AN ANNUAL MEMBERSHIP PROGRAM THAT, ALONG WITH ALL OTHER CORE FOUNDATIONAL MULTICLIENT PROGRAMS, PROVIDES THE BUILDING BLOCKS FOR INITIATIVES THAT FURTHER OUR MISSION IN LEADING THE EFFORTS ON LONG-TERM THINKING, WHILE ALSO SUPPORTING ONGOING PUBLIC AND PRIVATE SECTOR SPECIAL PROJECTS THAT PUSHES OUR RESEARCH IN NEW AREAS OF STUDY. IN 2013 THIS PROGRAM SERVED A MEMBERSHIP OF OVER 22 COMPANIES WORLDWIDE AND HOSTED A SERIES OF THREE LARGE EVENTS, SEVERAL SMALLER ENGAGEMENTS AND PUBLISHED A SET OF MATERIALS THROUGHOUT THE YEAR INCLUDING A SCIENCE FICTION ANTHOLOGY, SEVERAL RESEARCH MAPS, TWO WEBSITES AND A SET OF REPORTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $357,878 | ExpenseAmt |
| Revenue | $761,622 | RevenueAmt |
| Desc | HEALTH HORIZONS PROGRAM - THE HEALTH HORIZONS PROGRAM COMBINES A DEEP UNDERSTANDING OF THE GLOBAL HEALTH ECONOMY, USER BEHAVIOR, HEALTH AND MEDICAL TECHNOLOGIES, HEALTH CARE DELIVERY SYSTEM, AND SOCIETAL FORCES TO IDENTIFY AND EVALUATE EMERGING TRENDS, DISCONTINUITIES, AND INNOVATIONS IN THE NEXT THREE TO TEN YEARS. THIS IS AN ANNUAL MEMBERSHIP PROGRAM THAT, ALONG WITH ALL OTHER CORE FOUNDATIONAL MULTICLIENT PROJECTS, PROVIDES THE BUILDING BLOCKS FOR INITIATIVES THAT FURTHER OUR MISSION IN LEADING THE EFFORTS ON LONG-TERM THINKING, WHILE ALSO SUPPORTING ONGOING PUBLIC AND PRIVATE SECTOR SPECIAL PROJECTS THAT PUSHES OUR RESEARCH IN NEW AREAS OF STUDY. IN 2013 THIS PROGRAM SERVED OVER 14 HEALTH AND HEALTH CARE COMPANIES WORLDWIDE, HOSTED TWO LARGE CONFERENCES AND PUBLISHED 3 SETS OF FINDINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $413,057 | ExpenseAmt |
| Revenue | $854,817 | RevenueAmt |
| Desc | TEN-YEAR FORECAST PROGRAM - FOR NEARLY FOUR DECADES, THE TEN-YEAR FORECAST PROGRAM HAS BEEN A LEADING SOURCE OF FORESIGHT FOR A VANGUARD OF BUSINESS, GOVERNMENT, AND NONPROFIT ORGANIZATIONS. IT IS A PLATFORM FOR SENSING TODAY'S LATENT SIGNALS, TRACKING THEIR INTERSECTIONS TO UNDERSTAND THE ECOSYSTEM OF CHOICES, AND THEN DESIGNING PLATFORMS FOR FUTURE RESILIENCE. FOCUSING ON THE NEXT THREE TO TEN YEARS, THE PROGRAM ANTICIPATES DISCONTINUITIES AND EMERGING DILEMMAS - DISCONTINUITIES BECAUSE THEY CHALLENGE BUSINESS AS USUAL AND DILEMMAS BECAUSE THEY DEMAND NEW WAYS OF THINKING ABOUT COMPLEX PROBLEMS. THIS IS AN ANNUAL MEMBERSHIP PROGRAM THAT, ALONG WITH ALL OTHER CORE FOUNDATIONAL MULTICLIENT PROJECTS, PROVIDES THE BUILDING BLOCKS FOR INITIATIVES THAT FURTHER OUR MISSION IN LEADING THE EFFORTS ON LONG-TERM THINKING, WHILE ALSO SUPPORTING ONGOING PUBLIC AND PRIVATE SECTOR SPECIAL PROJECTS THAT PUSHES OUR RESEARCH IN NEW AREAS OF STUDY. IN 2013 THIS PROGRAM SERVED OVER 45 COMPANIES WORLDWIDE WITH ONE LARGE ANNUAL CONFERENCE AND PUBLISHED A SERIES OF RESEARCH FINDINGS DELIVERED IN APRIL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,250,300 | ExpenseAmt |
| Revenue | $5,787,277 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE SMALLER MULTICLIENT PROGRAM INITIATIVES COVERING THE GLOBAL FOOD (SOCIAL HEALTH AND WELL-BEING INITIATES), FUTURE OF WORK (CHANGES IN THE FUTURE WORKFORCE), AND FUTURE OF LEARNING (DISRUPTIONS IN LEARNING IMPACTING TRADITIONAL LEARNING INSTITUTIONS), AS WELL AS SPECIAL PROJECTS THAT SUPPORT ONGOING RESEARCH IN IFTF'S MAIN PROGRAM AREAS. THESE PROGRAMS SERVE 3-5 COMPANIES EACH, ALL HOST AN LARGE ANNUAL EVENT AND PUBLISH A ROBUST SET OF FINDINGS IN MAPS, REPORTS AND ONLINE OFFERINGS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,250,300 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,787,277 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,644,213 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN HAGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502339551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 HAMILTON AVENUE | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARINA GORBIS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $235,421 | $0 | $52,292 | ||
| RODRIGO FALCON | ||||||||
| TECHNOLOGY HORIZON PROGRAM DIRECTOR | 40.00 | Yes (X) | Yes (X) | $175,942 | $0 | $27,551 | ||
| JEAN HAGAN | ||||||||
| EXECUTIVE PRODUCER | 40.00 | Yes (X) | Yes (X) | $165,910 | $0 | $43,954 | ||
| ELLEN MARRAM | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARON CRAMER | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN EDWARDS | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA ENGEL | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KLEEMAN | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA HERNANDEZ | ||||||||
| INDEPENDENT TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTY LOW | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $51,541 | $0 | $367 | |||
| KIM LAWRENCE | ||||||||
| DIRECTOR OF FINANCE, SECRETARY-TREASURER/CONTROLLE | 40.00 | Yes (X) | $101,147 | $0 | $38,477 | |||
| ROBERT JOHANSEN | ||||||||
| DISTINGUISHED FELLOW | 40.00 | $217,414 | $0 | $42,649 | Yes (X) | |||
| KATHLEEN VIAN | ||||||||
| TEN-YEAR FORECAST PROGRAM DIRECTOR | 40.00 | $173,594 | $0 | $27,585 | Yes (X) | |||
| DAWN ALVA | ||||||||
| MANAGER, BUSINESS DEVELOPMENT | 40.00 | $128,741 | $0 | $34,077 | Yes (X) | |||
| MICHAEL SEAN NESS | ||||||||
| DIRECTOR, BUSINESS DEVELOPMENT | 40.00 | $217,419 | $0 | $14,449 | Yes (X) | |||
| LYN JEFFERY | ||||||||
| TEN-YEAR FORECAST PROGRAM DIRECTOR | 40.00 | $127,171 | $0 | $38,200 | Yes (X) | |||
| MICHAEL LIEBHOLD | ||||||||
| DISTINGUISHED FELLOW | 40.00 | $122,729 | $0 | $28,226 | Yes (X) | |||
| BRINDA DALAL | ||||||||
| TECHNOLOGY HORIZONS PROGRAM DIRECTOR | 40.00 | $120,924 | $0 | $20,114 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,837,953 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $367,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPECIAL PROJECT REVENU | 541700 | $5,252,365 | $5,252,365 |
| MEMBERSHIP DUES | 541700 | $3,557,380 | $3,557,380 |
| PUBLICATION INCOME | 511190 | $3,345 | $3,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,813,090 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,350 | TotalRevenueColumnAmt |
| Exclusion | $1,350 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,598 | TotalRevenueColumnAmt |
| Exclusion | $9,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,598 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,824,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,813,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,844 | TotalAmt |
| Program Services | $393,102 | ProgramServicesAmt |
| Management And General | $960,742 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,456,062 | TotalAmt |
| Program Services | $1,106,034 | ProgramServicesAmt |
| Management And General | $1,350,028 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,302 | TotalAmt |
| Program Services | $96,206 | ProgramServicesAmt |
| Management And General | $115,096 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,385 | TotalAmt |
| Program Services | $381,848 | ProgramServicesAmt |
| Management And General | $503,537 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,544 | TotalAmt |
| Program Services | $169,553 | ProgramServicesAmt |
| Management And General | $243,991 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,055 | TotalAmt |
| Management And General | $2,055 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,068 | TotalAmt |
| Management And General | $29,068 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,990 | TotalAmt |
| Program Services | $635,221 | ProgramServicesAmt |
| Management And General | $544,769 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,130 | TotalAmt |
| Program Services | $140,735 | ProgramServicesAmt |
| Management And General | $165,395 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,734 | TotalAmt |
| Program Services | $47,960 | ProgramServicesAmt |
| Management And General | $223,774 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,444 | TotalAmt |
| Management And General | $565,444 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,921 | TotalAmt |
| Program Services | $666,775 | ProgramServicesAmt |
| Management And General | $202,146 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,001 | TotalAmt |
| Program Services | $6,779 | ProgramServicesAmt |
| Management And General | $18,222 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,444 | TotalAmt |
| Management And General | $43,444 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,514 | TotalAmt |
| Management And General | $16,514 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,034 | TotalAmt |
| Management And General | $47,034 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,675,472 | TotalAmt |
| Program Services | $3,644,213 | ProgramServicesAmt |
| Management And General | $5,031,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,373 | BOYAmt |
| EOY | $463,369 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,590 | BOYAmt |
| EOY | $575,518 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,263,382 | BOYAmt |
| EOY | $2,912,511 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,246 | BOYAmt |
| EOY | $11,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $444,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $393,252 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,452 | BOYAmt |
| EOY | $51,379 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,069 | BOYAmt |
| EOY | $21,230 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,112 | BOYAmt |
| EOY | $4,035,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,490 | BOYAmt |
| EOY | $741,975 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,609 | BOYAmt |
| EOY | $707,583 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,099 | BOYAmt |
| EOY | $1,449,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,207 | BOYAmt |
| EOY | $2,553,537 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,806 | BOYAmt |
| EOY | $32,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,442,013 | BOYAmt |
| EOY | $2,586,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,112 | BOYAmt |
| EOY | $4,035,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $148,566 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$4,163 | DonatedServicesAndUseFcltsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,185,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,940,399 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,125,741 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,613,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,079,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,134,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,558,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,813,090 | CurrentTaxYearAmt |
| Total | $34,199,426 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,799,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,019,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,134,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,558,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,813,090 | CurrentTaxYearAmt |
| Total | $39,325,167 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,213,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,545,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,984,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,614,755 | CurrentTaxYearAmt |
| Total | $19,940,078 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,213,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,545,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,984,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,614,755 | CurrentTaxYearAmt |
| Total | $19,940,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,385,089 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,350 | CurrentTaxYearAmt |
| Total | $57,149 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,350 | CurrentTaxYearAmt |
| Total | $57,149 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,598 | CurrentTaxYearAmt |
| Total | $34,256 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,824,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,027,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,153,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,587,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,824,038 | CurrentTaxYearAmt |
| Total | $39,416,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.49180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,503 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,589 | DepreciationAmt |
| Book Value | $22,773 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,160 | DepreciationAmt |
| Book Value | $28,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,379 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,824,038 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,824,038 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,824,038 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,679,635 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,163 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,163 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,675,472 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,675,472 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE INSTITUTE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2010 AND 2009, RESPECTIVELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINA GORBIS | ||||||||||||||
| EXECUTIVE DIRECTOR | $222,021 | $0 | $13,400 | $0 | $0 | $0 | $25,268 | $0 | $27,024 | $0 | $287,713 | $0 | $0 | $0 |
| RODRIGO FALCON | ||||||||||||||
| TECHNOLOGY HORIZON PROGRAM DIRECTOR | $162,992 | $0 | $12,950 | $0 | $0 | $0 | $18,500 | $0 | $9,051 | $0 | $203,493 | $0 | $0 | $0 |
| JEAN HAGAN | ||||||||||||||
| EXECUTIVE PRODUCER | $154,010 | $0 | $11,900 | $0 | $0 | $0 | $17,000 | $0 | $26,954 | $0 | $209,864 | $0 | $0 | $0 |
| ROBERT JOHANSEN | ||||||||||||||
| DISTINGUISHED FELLOW | $201,414 | $0 | $16,000 | $0 | $0 | $0 | $22,857 | $0 | $19,792 | $0 | $260,063 | $0 | $0 | $0 |
| KATHLEEN VIAN | ||||||||||||||
| TEN-YEAR FORECAST PROGRAM DIRECTOR | $165,094 | $0 | $8,500 | $0 | $0 | $0 | $16,693 | $0 | $10,892 | $0 | $201,179 | $0 | $0 | $0 |
| DAWN ALVA | ||||||||||||||
| MANAGER, BUSINESS DEVELOPMENT | $127,241 | $0 | $1,500 | $0 | $0 | $0 | $7,161 | $0 | $26,916 | $0 | $162,818 | $0 | $0 | $0 |
| MICHAEL SEAN NESS | ||||||||||||||
| DIRECTOR, BUSINESS DEVELOPMENT | $213,879 | $0 | $3,540 | $0 | $0 | $0 | $8,850 | $0 | $5,599 | $0 | $231,868 | $0 | $0 | $0 |
| LYN JEFFERY | ||||||||||||||
| TEN-YEAR FORECAST PROGRAM DIRECTOR | $120,671 | $0 | $6,500 | $0 | $0 | $0 | $13,259 | $0 | $24,941 | $0 | $165,371 | $0 | $0 | $0 |
| MICHAEL LIEBHOLD | ||||||||||||||
| DISTINGUISHED FELLOW | $112,729 | $0 | $10,000 | $0 | $0 | $0 | $12,443 | $0 | $15,783 | $0 | $150,955 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE INCENTIVE COMPENSATION PLAN TAKES INTO CONSIDERATION THE OVERALL ORGANIZATIONAL AND STAFF PERFORMANCE GOALS. AS PART OF THE PLAN, THE ORGANIZATION MUST MEET ITS ANNUAL BUDGETARY GOALS AS APPROVED BY THE BOARD OF TRUSTEES, WHICH INCLUDES MEETING OR EXCEEDING FUNDING, REVENUE, AND NET ASSET GOALS. IT IS DETERMINED AT EACH ANNUAL MEETING THE AMOUNT TO BE ACCRUED AS PART THE ANNUAL BUDGET, AS WELL AS REVIEW AND APPROVE THE ORGANIZATIONAL PROPOSAL FOR DISTRIBUTION OF THE PRIOR YEAR'S INCENTIVE COMPENSATION ACCRUAL POOL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWED THE DRAFT FORM 990 AND MEET IN ORDER TO PROVIDE A FORUM TO ASK ANY QUESTIONS OF THE EXECUTIVE PRODUCER, EXECUTIVE DIRECTOR, OR THE TAX PREPARER. THE AUDIT COMMITTEE CHAIR THEN PROVIDED THE DRAFT FORM 990 TO THE FULL BOARD FOR REVIEW AND APPROVAL. UPON APPROVAL OF THE BOARD, THE BOARD CHAIRMAN DIRECTED THE EXECUTIVE PRODUCER TO FINALIZE AND TO FILE THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | IFTF DIRECTORS, OFFICERS, KEY EMPLOYEES, ALL STAFF, AND CONTRACTORS SIGN A NONDISCLOSURE AGREEMENT CONTAINING A CONFLICT OF INTEREST POLICY. STAFF AND CONTRACTORS ARE REQUIRED TO INFORM IFTF OF POTENTIAL CONFLICTS. THE ORGANIZATION EMPLOYS A STRONG WEB PROCESS TO SEARCH FOR OUTSIDE ARTICLES/INFORMATION AND UTILIZES STRONG STAFF COMMUNICATIONS TO MONITOR ANY ISSUES. IFTF PROGRAM DIRECTORS AND RESEARCH MANAGERS WORK DIRECTLY WITH CONSULTANTS TO UNDERSTAND THEIR OUTSIDE PROJECTS AND NOTIFY MANAGEMENT ACCORDINGLY. IFTF BOARD MEMBERS ARE DIRECTED BY A CHARTER AND ROLES AND RESPONSIBILITIES DOCUMENTATION MAINTAINING CONFLICTS OF INTEREST AS WELL AS WHISTLEBLOWER POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR (CEO) COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES UPON COMPLETION OF EXECUTIVE DIRECTOR'S ANNUAL REVIEW WITH THE BOARD. IN 2011, AND INDEPENDENT CONSULTANT PERFORMED A COMPENSATION STUDY TO DETERMINE IF ORGANIZATIONAL SALARIES FOR THE EXECUTIVE DIRECTOR, MANAGEMENT TEAM, AND RESEARCH STAFF WERE IN-LINE WITH OTHER NONPROFITS AND/OR SIMILAR RESEARCH ORGANIZATIONS. OUTSIDE SURVEYS, INTERVIEWS, AND OTHER REGIONAL BENCHMARKS WERE USED AS A COMPARATIVE BASE. A PROPOSAL IS ALSO PROVIDED TO THE BOARD AS PART OF THE ANNUAL MEETING'S YEARLY BUDGET APPROVAL PROCESS BY THE BOARD, INCLUDING FULL STAFF SALARIES AND INCENTIVE COMPENSATION ACCRUALS AND DISTRIBUTIONS. NO SALARY INCREASES OR INCENTIVE COMPENSATION IS PAID OUT WITHOUT THE BOARD APPROVAL OF THE PROPOSAL. THE BOARD MAINTAINS THE RIGHT TO ASK FOR ANY ADJUSTMENTS TO THE PROPOSAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 635,221. MANAGEMENT AND GENERAL EXPENSES 544,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,179,990. |
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