THE ROOSEVELT INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ROOSEVELT INSTITUTE (EIN 23-7213592)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-29
- IRS object ID
- 201302419349300675
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-29T14:40:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237213592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN & ELEANOR ROOSEVELT INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 2124449130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FELICIA WONG | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2124449130 | Phone |
| Date Signed | 2013-08-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDERS DAVIES | Name |
| PTIN | P01325852 | PTIN |
| Phone | 2033232400 | Phone |
| Date Prepared | 2013-08-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FELICIA WONG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVENUE SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25181167 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROOSEVELTINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | FOR COMPLETE DESCRIPTION OF MISSION AND EXPLANATION OF PART I VARIANCES BELOW, SEE SCHEDULE O - THE INSTITUTE' MISSION IS TO INFORM NEW GENERATIONS OF THE IDEALS, VALUES AND ACHIEVEMENTS OF FRANKLIN AND ELEANOR ROOSEVELT AND TO INSPIRE THE APPLICATION OF THEIR SPIRIT OF OPTIMISM AND INNOVATION TO THE SOLUTION OF CURRENT PROBLEMS THROUGH CONFERENCES AND OTHER EDUCATIONAL PROGRAMS, SUPPORT FOR THE FRANKLIN D. ROOSEVELT PRESIDENTIAL LIBRARY AND MUSEUM, AND THE GRANTING OF THE FOUR FREEDOMS MEDALS AND OTHER AWARDS ON AN ANNUAL BASIS.THE PRIOR YEAR INCOME AND EXPENSES INCLUDES THE ACTIVITY OF THE FRANKLIN D. ROOSEVELT FOUR FREEDOMS PARK FOR THE 9 MONTHS ENDED SEPTEMBER 30, 2011. THE PARK IS A SINGLE MEMBER LLC . IN OCTOBER 2011, THE INSTITUTE ASSIGNED ALL RIGHTS, TITLE AND INTEREST IN AND TO THE ENTIRE SOLE MEMBERSHIP INTEREST IN THE PARK TO FOUR FREEDOMS PARK CONSERVANCY, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17563981 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3641057 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3254689 | InvestmentIncomePriorYear |
| Investment Income Current Year | 391874 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -213834 | OtherRevenuePriorYear |
| Other Revenue Current Year | 115130 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20604836 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4148061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 563512 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 326813 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2607825 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2305657 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 14745 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 474858 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15438534 | OtherExpensePriorYear |
| Other Expenses Current Year | 4416389 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18624616 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7048859 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1980220 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2900798 | RevenuesLessExpensesCY |
| Total Assets BOY | 21924426 | TotalAssetsBOY |
| Total Assets EOY | 18064552 | TotalAssetsEOY |
| Total Liabilities BOY | 2269063 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1012660 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19655363 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17051892 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SINCE ITS FORMATION IN 1987, THE ROOSEVELT INSTITUTE HAS BEEN DEVOTED TO INFORMING NEW GENERATIONS OF THE IDEALS AND ACHIEVEMENTS OF FRANKLIN AND ELEANOR ROOSEVELT. CONTINUED ON SCHEDULE OTHE INSTITUTE IS FOCUSED ON CRAFTING A NEW DEAL FOR THE 21ST CENTURY BY BUILDING ON THE GREATNESS OF THE PAST TO FORGE A STRONG PROGRESSIVE FUTURE. THREE PILLARS UNDERPIN THIS MISSION: GENERATING AND PROMOTING COMPELLING NEW IDEAS AND BOLD LONG-TERM VISIONS, DEVELOPING THE NEXT GENERATION OF PROGRESSIVE LEADERS AND GROUNDING TODAY'S POLICY SOLUTIONS IN AN ACCURATE HISTORICAL UNDERSTANDING OF THE ROOSEVELT LEGACY.THE INSTITUTE'S GOALS ARE TO PROMOTE ECONOMIC GROWTH NOW AND IN THE FUTURE; PUSH FOR MORE EQUITABLE DISTRIBUTION OF WEALTH; AND FOSTER A POLITICAL SYSTEM THAT CELEBRATES BOTH THE ROLE OF GOVERNMENT AND THE ROLE OF CITIZENS. THE INSTITUTE HAS A UNIQUE MIX OF PROGRAM AREAS: FOUR FREEDOMS CENTER POLICY INSTITUTION, THE CAMPUS NETWORK STUDENT ORGANIZATION, PIPELINE, LEGACIES AND FDR LIBRARY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2272232 | Expense |
| Grants | 30190 | Grants |
| Description | FDR LIBRARY PROGRAMS:THE ROOSEVELT INSTITUTE PROVIDES PROGRAM SUPPORT TO THE FDR PRESIDENTIAL LIBRARY AND MUSEUM. AS PART OF THIS EFFORT, WE HELP SUPPORT THE LIBRARY'S EDUCATIONAL AND PUBLIC PROGRAMS, WHICH BENEFIT 14,904 STUDENTS AND ROUGHLY 862 TEACHERS IN 2012; THE LIBRARY'S SPECIAL EXHIBIT GALLERY IS VISITED BY AS MANY AS 100K PEOPLE PER YEAR. THE FDRL AND MUSEUM'S WEBSITE CONTAINS MORE THAN 13,000 DIGITIZED ARCHIVAL DOCUMENTS, PHOTOGRAPHS AND IS UNDERGOING RENOVATION AND CONSTRUCTION OF INSTALLATION OF THE NEW MULTI-MILLION DOLLAR PERMANENT EXHIBITS.THESE PROGRAMS AND FACILITATION OF THE EXHIBITS HELP CARRY THE LEGACY AND VISION OF FDR FORWARD FOR FUTURE GENERATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2134098 | Expense |
| Grants | 11211 | Grants |
| Description | FOUR FREEDOMS CENTER:THE INSTITUTE SUPPORTS THE DEVELOPMENT AND PROMOTION OF IDEAS BY SOME OF THE SMARTEST PROGRESSIVE MINDS IN THE COUNTRY; ENCOURAGING A DEBATE OF SUBSTANCE AND POLICY DIRECTION, INSPIRED BY THE BOLD VISION THAT THE ROOSEVELTS BROUGHT TO THE LAST CENTURY. WE FOCUS PRIMARILY ON ECONOMIC AND SOCIAL ORGANIZATIONS POLICY. THE POLICY WORK OF THE INSTITUTE FELLOWS REFLECTS A COMMITMENT TO RIGOROUS, OPEN-MINDED INQUIRY AND A BELIEF IN THE POWER THAT CAN BE DERIVED FROM A LIVELY AND FREE DEBATE OF IDEAS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 883250 | Expense |
| Grants | 125319 | Grants |
| Description | CAMPUS NETWORK:THE INSTITUTE SUPPORTS A NETWORK OF COLLEGE CAMPUS POLICY ON OVER 100 CAMPUSES NATIONWIDE. THESE ROOSEVELT CHAPTER NETWORK ENTITIES ENCOURAGE STUDENTS TO GET INVOLVED AND USE THEIR ACADEMIC SKILLS TO DISCUSS, PROMOTE AND DESIGN PROGRESSIVE IDEAS AND POLICIES. AS OF 2012 MORE THAN 10,000 STUDENTS BELONGED TO THE NETWORK. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 492857 | Expense |
| Grants | 160093 | Grants |
| Description | PIPELINETHE RI SUPPORTS A NETWORK CALLED THE RI/PIPELINE THAT KEEPS YOUNG PROFESSIONALS CONNECTED TO THE PROGRESSIVE MOVEMENT AND THE LEGACY AND VALUES OF FDR. THIS IS PERFORMED THROUGH PROFESSIONAL DEVELOPMENT AND MEDIA TRAINING, LOCAL ENGAGEMENT AND FELLOWSHIP PROGRAMS. THE NETWORK HAS BASES IN NY, DC, CHICAGO, MIAMI AND BOSTON TO NAME A FEW.TOTAL EXPENSE OF $290,030 INCLUDING GRANTS OF $7,634LEGACIES AWARDS AND EVENTSTOTAL EXPENSE OF $202,827 INCLUDING GRANTS OF $152,459. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 492857 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 160093 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 5782437 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 129 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2124449131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LEXINGTON AVE SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANNA ELEANOR ROOSEVELT | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ALISON OVERSETH | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| GEORGE KNOX | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM J VANDEN HEUVEL | |||||||
| FOUNDER & CHAIR EMERITUS | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM GRIFFITH | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| BEN BARNES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOE LOUIS BARROW JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KAREN ADLER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LYNN BASSANESE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARIAN BREEZE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILIAM BRODY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SARAH FITZ RANDOLPH BROWN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE CHAO-CHI CHU | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DONALD FOWLER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT GATJE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GARA LAMARCHE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FREDRICA GOODMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HAROLD LEVY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE MORRIS GURLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID CHEN CHUN HSU | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NANCY ROOSEVELT IRELAND | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CANTWELL F MUCKENFUSS III | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| E ROOSEVELT JOHNSTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP JOHNSTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PAUL RUDD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SALLY MINARD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS MURRAY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KATRINA VANDEN HEUVEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MRS F D ROOSEVELT JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KATHLEEN SLOANE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GILLIAN MARTIN SORENSEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN WOLFF | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FELICIA WONG | |||||||
| CEO | 40.00 | X | X | 201276 | 0 | 36560 | |
| JOLANTA ILCZUK | |||||||
| VP OF FINANCE | 40.00 | X | X | 104964 | 0 | 35490 | |
| GLEN WEINER | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | 106993 | 0 | 25097 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 413233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97147 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EXPLUS | |||||
| 44156 MERCURE CIRCLE | DULLES | VA | 20166 | CONSTRUCTION | 649432 |
| GALLAGHER & ASSOC | |||||
| 8665 GEORGIA AVE | SILVER SPRING | MD | 20910 | ARCHITECTS | 384378 |
| MONADNOCK | |||||
| PO BOX 429 | SUNDERLAND | MA | 01375 | CONSTRUCTION | 335960 |
| FENTON | |||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | COMMUNICATION SERVICES | 244480 |
| CORTINA | |||||
| 6623-A OLD DOMINION DRIVE | MCLEAN | VA | 22101 | CONSTRUCTION | 200750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 60735 | GovernmentGrants |
| All Other Contributions | 3580322 | AllOtherContributions |
| Total Contributions | 3641057 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 240364 | TotalRevenueColumn |
| Exclusion | $240,364 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13000 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21184616 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21033106 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 151510 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151510 | TotalRevenueColumn |
| Related Or Exempt Function Income | 151510 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 900099 | 52130 | 52130 |
| LICENSING FEE USE | 900099 | 50000 | 50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 102130 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4148061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 266640 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $240,364 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Program Services | 50000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198250 | Total |
| Program Services | 198250 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78563 | Total |
| Program Services | 78563 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510380 | Total |
| Program Services | 268187 | ProgramServices |
| Management And General | 170842 | ManagementAndGeneral |
| Fundraising | 71351 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1489092 | Total |
| Program Services | 1081484 | ProgramServices |
| Management And General | 290499 | ManagementAndGeneral |
| Fundraising | 117109 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69800 | Total |
| Program Services | 51028 | ProgramServices |
| Management And General | 10451 | ManagementAndGeneral |
| Fundraising | 8321 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111502 | Total |
| Program Services | 88396 | ProgramServices |
| Management And General | 14218 | ManagementAndGeneral |
| Fundraising | 8888 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124883 | Total |
| Program Services | 91471 | ProgramServices |
| Management And General | 23329 | ManagementAndGeneral |
| Fundraising | 10083 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4840 | Total |
| Program Services | 2751 | ProgramServices |
| Management And General | 1242 | ManagementAndGeneral |
| Fundraising | 847 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26000 | Total |
| Program Services | 16235 | ProgramServices |
| Management And General | 6201 | ManagementAndGeneral |
| Fundraising | 3564 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25754 | Total |
| Management And General | 25754 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2161037 | Total |
| Program Services | 2008273 | ProgramServices |
| Management And General | 53213 | ManagementAndGeneral |
| Fundraising | 99551 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22980 | Total |
| Program Services | 21991 | ProgramServices |
| Management And General | 876 | ManagementAndGeneral |
| Fundraising | 113 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158500 | Total |
| Program Services | 104401 | ProgramServices |
| Management And General | 33271 | ManagementAndGeneral |
| Fundraising | 20828 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11838 | Total |
| Program Services | 11838 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507498 | Total |
| Program Services | 385850 | ProgramServices |
| Management And General | 44995 | ManagementAndGeneral |
| Fundraising | 76653 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129947 | Total |
| Program Services | 116067 | ProgramServices |
| Management And General | 8217 | ManagementAndGeneral |
| Fundraising | 5663 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85693 | Total |
| Program Services | 82085 | ProgramServices |
| Management And General | 2600 | ManagementAndGeneral |
| Fundraising | 1008 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101413 | Total |
| Program Services | 26707 | ProgramServices |
| Management And General | 74706 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18172 | Total |
| Program Services | 10328 | ProgramServices |
| Management And General | 4664 | ManagementAndGeneral |
| Fundraising | 3180 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLICATIONS, FILMS AND | 679657 | 673020 | 3820 | 2817 |
| CONSTRUCTION DESIGN AND | 397341 | 397341 | ||
| BAD DEBT | 55506 | 15506 | 40000 | |
| REPAIRS AND MAINTENANCE | 30213 | 18171 | 7160 | 4882 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7048859 | Total |
| Program Services | 5782437 | ProgramServices |
| Management And General | 791564 | ManagementAndGeneral |
| Fundraising | 474858 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667273 | BOY |
| EOY | 8595142 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2284847 | BOY |
| EOY | 648682 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61434 | BOY |
| EOY | 23726 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 534572 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 357907 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265484 | BOY |
| EOY | 176665 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13990279 | BOY |
| EOY | 8226347 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4257679 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397430 | BOY |
| EOY | 393990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21924426 | BOY |
| EOY | 18064552 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2269063 | BOY |
| EOY | 1012660 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2269063 | BOY |
| EOY | 1012660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8944667 | BOY |
| EOY | 7543085 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9571548 | BOY |
| EOY | 8369659 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1139148 | BOY |
| EOY | 1139148 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19655363 | BOY |
| EOY | 17051892 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21924426 | BOY |
| EOY | 18064552 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2900798 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 297327 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3710321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5887897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20926947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17198036 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3641057 | CurrentTaxYear |
| Total | 51364258 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3710321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5887897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20926947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17198036 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3641057 | CurrentTaxYear |
| Total | 51364258 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6506410 | AmountsSubstContributorsTotal |
| Public Support Total170 | 44857848 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 668948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 541856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510603 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 644723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 253364 | CurrentTaxYear |
| Total | 2619494 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 102130 | CurrentTaxYear |
| Total | 102130 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 54085882 | TotalSupport |
| Gross Receipts From Admissions Etc | 50200 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79190 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18251398 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 663407 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 82646 | GrantsOrScholarships |
| Other Expenditures | 10605812 | OtherExpenditures |
| End Of Year Balance | 8226347 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18121927 | BeginningOfYearBalance |
| Contributions | 2140787 | Contributions |
| Investment Earnings Or Losses | 656039 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 95004 | GrantsOrScholarships |
| Other Expenditures | 2572351 | OtherExpenditures |
| End Of Year Balance | 18251398 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20428445 | BeginningOfYearBalance |
| Contributions | 12799392 | Contributions |
| Investment Earnings Or Losses | 1950371 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 108127 | GrantsOrScholarships |
| Other Expenditures | 16948154 | OtherExpenditures |
| End Of Year Balance | 18121927 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17815587 | BeginningOfYearBalance |
| Contributions | 4683815 | Contributions |
| Investment Earnings Or Losses | 2126323 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 100601 | GrantsOrScholarships |
| Other Expenditures | 4096679 | OtherExpenditures |
| End Of Year Balance | 20428445 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21829802 | BeginningOfYearBalance |
| Contributions | 3076237 | Contributions |
| Investment Earnings Or Losses | -4266511 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 89718 | GrantsOrScholarships |
| Other Expenditures | 2734223 | OtherExpenditures |
| End Of Year Balance | 17815587 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.75000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1532 | OtherCostOrOtherBasis |
| Depreciation | 1313 | Depreciation |
| Book Value | 219 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 250708 | OtherCostOrOtherBasis |
| Depreciation | 119149 | Depreciation |
| Book Value | 131559 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 282332 | OtherCostOrOtherBasis |
| Depreciation | 237445 | Depreciation |
| Book Value | 44887 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 176665 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4421130 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 297327 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1496 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 298823 | RevenueNotRptdF990 |
| Revenue Subtotal | 4122307 | RevenueSubtotal |
| Investment Expenses Not Included | 25754 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25754 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4148061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7024601 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1496 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1496 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7023105 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 25754 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 25754 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7048859 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE INSTITUTE'S ARTWORK IS STATED AT COST AND IS FOR USE IN THE FDR LIBRARY'S VISITORS CENTER. IN ADDITION, THE INSTITUTE HOLDS A DONATED COLLECTION OF AUTOGRAPHS OF FRANKLIN D. ROOSEVELT, BOOKS AND DOCUMENTS WHICH ARE STATED AT THE APPRAISED VALUE AT THE DATE OF DONATION AND ARE STORED IN THE FDR LIBRARY. | |
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS VARIOUS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF THE INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | THE NETHERLANDS | Region |
| Purpose Of Grant | PROVIDE ASSISTANCE TO THE LIBRARY | PurposeOfGrant |
| Amount Of Cash Grant | 78563 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANTOS FOUNDATION FOR HUMAN RIGHTS AND JUSTICE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 PLEASANT STREET | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 352325429 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 50000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | AWARD FOR INTERNATIONAL DISABILITY | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| SCHLESINGER FELLOWSHIP AND HISTORY PRIZE | 1 | 10000 | 0 |
| CAMPUS NETWORK STIPENDS FOR COLLEGE STUDENTS | 2 | 12705 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROGRAMMATICALLY: SELF-ASSESS ACTIVITIES AND IMPACT PLUS REPORT BACK TO FUNDERS MONITORING: FINANCE DEPARTMENT MONITORS USE OF FUNDS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FELICIA WONG | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 201276 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 36560 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 237836 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | GLEN WEINER $34,615 (INCLUDES SALARY PLUS BENEFITS) | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR ANNA ELEANOR ROOSEVELT HAS A FAMILY RELATIONSHIP WITH DIRECTOR E. ROOSEVELT JOHNSTON. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE TAX PROFESSIONALS IN CONJUNCTION WITH THE INSTITUTE'S ACCOUNTING/FINANCE DEPARTMENT. THE RETURN IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND CFO. THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR FINAL REVIEW BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCEDURES FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY ARE STATED IN THE INSTITUTE'S PERSONNEL POLICY AND PROCEDURES MANUAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCEDURES FOR ESTABLISHING EXECUTIVE COMPENSATION IS OUTLINED IN THE INSTITUTES' POLICY AND PROCEDURES MANUAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S MANAGEMENT MAKES THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023 AND ALL 990 TAX INFORMATION AVAILABLE UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON-LINE WITH GUIDESTAR. | |
| FORM 990, PART IX, LINE 11G | FELLOWS & CONSULTANTS: PROGRAM SERVICE EXPENSES 253,798. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 253,798. CONSTRUCTION FEES : PROGRAM SERVICE EXPENSES 1,414,371. MANAGEMENT AND GENERAL EXPENSES 35,210. FUNDRAISING EXPENSES 93,262. TOTAL EXPENSES 1,542,843. PUBLIC RELATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 240,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,000. PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 74,576. MANAGEMENT AND GENERAL EXPENSES 10,983. FUNDRAISING EXPENSES 5,839. TOTAL EXPENSES 91,398. DESIGN CREATIVE & WEBSITE: PROGRAM SERVICE EXPENSES 25,528. MANAGEMENT AND GENERAL EXPENSES 4,057. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 30,035. RECRUITING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,963. | OTHER FEES |
| PART XI LINE 2C | THE INSTITUTE HAS AN AUDIT COMMITTEE WHICH HAS BEEN ASSIGNED THE RESPONSIBILITY TO 1) ENGAGE THE AUDITORS, 2) MEET TO DISCUSS PLANNING, 3) MEET TO REVIEW THE RESULTS OF THE AUDIT AND DISCUSS THE FINANCIAL STATEMENTS, 4) DISCUSS ANY INTERNAL CONTROL ISSUES, 5) DISCUSS ANY FUTURE ISSUES THAT MIGHT AFFECT THE INSTITUTE AND 6) DISCUSS THE TAX RETURN. THE COMMITTEE REPORTS ITS FINDINGS TO THE BOARD. THERE WAS NO CHANGE TO THE POLICY IN THE CURRENT YEAR. | BOARD OVERSIGHT OF AUDITED STATEMENTS |