SEARCH INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SEARCH INSTITUTE (EIN 41-0811842)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-13
- IRS object ID
- 201302569349301160
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T15:50:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 410811842 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEAR | NameControl |
| Phone | 6123768955 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 FIRST AVENUE NE NO 125 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55413 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENT PEKEL | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 6123768955 | Phone |
| Date Signed | 2013-09-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY ADAMS | Name |
| PTIN | P01314654 | PTIN |
| Phone | 6123764500 | Phone |
| 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 | KENT PEKEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 FIRST AVENUE NE NO 125 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55413 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4179723 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEARCH-INSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE CATALYTIC LEADERSHIP, BREAKTHROUGH KNOWLEDGE, AND INNOVATIVE RESOURCES TO ADVANCE THE HEALTH OF CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 39 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1772162 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 115160 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3310818 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3959616 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4566 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2947 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2020377 | OtherRevenuePriorYear |
| Other Revenue Current Year | 102000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7107923 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4179723 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 307186 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 611058 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3068244 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2476764 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 120176 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 223593 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2715483 | OtherExpensePriorYear |
| Other Expenses Current Year | 3420506 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6090913 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6628504 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1017010 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2448781 | RevenuesLessExpensesCY |
| Total Assets BOY | 4282962 | TotalAssetsBOY |
| Total Assets EOY | 1720275 | TotalAssetsEOY |
| Total Liabilities BOY | 873031 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 756369 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3409931 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 963906 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE CATALYTIC LEADERSHIP, BREAKTHROUGH KNOWLEDGE, AND INNOVATIVE RESOURCES TO ADVANCE THE HEALTH OF CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5185992 | Expense |
| Grants | 611058 | Grants |
| Revenue | 3959616 | Revenue |
| Description | RESEARCH AND EDUCATIONAL SERVICESLAUNCHED OR CONDUCTED 10 RESEARCH AND DEVELOPMENT PROJECTS ON YOUTH AND FAMILY DEVELOPMENT AND EDUCATIONAL IMPROVEMENT. SURVEYED 100,000 CHILDREN AND YOUTH. DISTRIBUTED BOOKS AND OTHER RESOURCES ON EDUCATION AND YOUTH DEVELOPMENT, AND MAINTAINED THREE WEBSITES WITH INFORMATION AND RESOURCES FOR FAMILIES, SCHOOLS, AND COMMUNITIES. | Description |
| Total Program Service Expense | 5185992 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | 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 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 39 | 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL MCCABE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6123990232 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FIRST AVENUE NE SUITE 125 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55413 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| KENT PEKEL | ||||||||
| PRESIDENT AND CEO - BEG. 09/2012 | 40.00 | X | X | 63584 | 0 | 6936 | ||
| MORRIS GOODWIN | ||||||||
| BOARD CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| CAROL B TRUESDELL | ||||||||
| BOARD VICE-CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| MICK JOHNSON | ||||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 | ||
| ROBERT RUDELL | ||||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 | ||
| DR DEBRA BOWERS | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| ELEANOR T COLEMAN | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR BABARA A FARLEY | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR DEE GAEDDERT | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DAVID MORENO | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR SHERYL NEIBUHR | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| JEFF PETERSON | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| PETER G RODOSOVICH | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| DR MICHAEL C RODRIGUEZ | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| EUGENE ROEHLKEPARTAIN | ||||||||
| VICE PRESIDENT | 40.00 | X | 129476 | 0 | 39244 | |||
| TIMOTHY SHOWALTER-LOCH | ||||||||
| VICE PRESIDENT | 40.00 | X | 133100 | 0 | 13639 | |||
| NANCY ALLIEGRO | ||||||||
| VICE PRESIDENT | 40.00 | 104542 | 0 | 0 | X | |||
| DR PETER SCALES | ||||||||
| SENIOR FELLOW | 40.00 | 140941 | 0 | 24875 | X | |||
| THERESA SULLIVAN | ||||||||
| DIRECTOR OF COMMUNITY STRATEGIES & LEARNING | 40.00 | 107787 | 0 | 20490 | X | |||
| ESTATE OF PETER BENSON | ||||||||
| FORMER PRESIDENT & CEO | 0.00 | 107638 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 787068 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 105184 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Y&R INC | |||||
| PO BOX 751731 | CHARLOTTE | NC | 282751731 | MARKETING/COMMUNICATIONS SERVICES | 816669 |
| METROPOLITAN GROUP | |||||
| 35 EAST WACKER DRIVE SUITE 1750 | CHICAGO | IL | 60601 | PROFESSIONAL FUNDRAISING PLANNING | 120176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 115160 | AllOtherContributions |
| Total Contributions | 115160 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACTS SERVICES | 611710 | 2397321 | 2397321 |
| CURRICULUM SALES | 611710 | 1562295 | 1562295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3959616 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2947 | TotalRevenueColumn |
| Exclusion | $2,947 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2839 | TotalRevenueColumn |
| Exclusion | $2,839 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90623 | 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 | 90623 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90623 | TotalRevenueColumn |
| Exclusion | $90,623 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 5090 | $5,090 |
| LEASE INCENTIVE | 900099 | 3448 | $3,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8538 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4179723 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3959616 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $104,947 | 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 | 611058 | Total |
| Program Services | 611058 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479243 | Total |
| Program Services | 180342 | ProgramServices |
| Management And General | 298901 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1593115 | Total |
| Program Services | 1199648 | ProgramServices |
| Management And General | 329324 | ManagementAndGeneral |
| Fundraising | 64143 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220914 | Total |
| Program Services | 158191 | ProgramServices |
| Management And General | 53775 | ManagementAndGeneral |
| Fundraising | 8948 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183492 | Total |
| Program Services | 123075 | ProgramServices |
| Management And General | 54569 | ManagementAndGeneral |
| Fundraising | 5848 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15750 | Total |
| Program Services | 14674 | ProgramServices |
| Management And General | 1074 | ManagementAndGeneral |
| Fundraising | 2 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66465 | Total |
| Management And General | 66465 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120176 | Total |
| Fundraising | 120176 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1775348 | Total |
| Program Services | 1666337 | ProgramServices |
| Management And General | 109011 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101619 | Total |
| Program Services | 101619 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155824 | Total |
| Program Services | 104631 | ProgramServices |
| Management And General | 46259 | ManagementAndGeneral |
| Fundraising | 4934 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476139 | Total |
| Program Services | 334637 | ProgramServices |
| Management And General | 125601 | ManagementAndGeneral |
| Fundraising | 15901 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250910 | Total |
| Program Services | 238828 | ProgramServices |
| Management And General | 10661 | ManagementAndGeneral |
| Fundraising | 1421 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14614 | Total |
| Program Services | 11818 | ProgramServices |
| Management And General | 2326 | ManagementAndGeneral |
| Fundraising | 470 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3054 | Total |
| Management And General | 3054 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19964 | Total |
| Program Services | 13391 | ProgramServices |
| Management And General | 5937 | ManagementAndGeneral |
| Fundraising | 636 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22771 | Total |
| Management And General | 22771 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COST OF GOODS SOLD | 386755 | 386755 | |
| BAD DEBT EXPENSE | 58170 | 58170 | |
| EQUIPMENT EXPENSE | 23131 | 2338 | 20793 |
| PROFESSIONAL DEVELOPMEN | 18109 | 15217 | 2892 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31883 | Total |
| Program Services | 23433 | ProgramServices |
| Management And General | 7336 | ManagementAndGeneral |
| Fundraising | 1114 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6628504 | Total |
| Program Services | 5185992 | ProgramServices |
| Management And General | 1218919 | ManagementAndGeneral |
| Fundraising | 223593 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59883 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2024869 | BOY |
| EOY | 673396 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1386287 | BOY |
| EOY | 229701 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156190 | BOY |
| EOY | 246896 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246144 | BOY |
| EOY | 313532 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348334 | BOY |
| EOY | 204011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1183832 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1155274 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34133 | BOY |
| EOY | 28558 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4414 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22708 | BOY |
| EOY | 24181 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4282962 | BOY |
| EOY | 1720275 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627740 | BOY |
| EOY | 588858 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230326 | BOY |
| EOY | 155424 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14965 | BOY |
| EOY | 12087 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873031 | BOY |
| EOY | 756369 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709815 | BOY |
| EOY | 170831 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2675027 | BOY |
| EOY | 767986 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25089 | BOY |
| EOY | 25089 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3409931 | BOY |
| EOY | 963906 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4282962 | BOY |
| EOY | 1720275 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2448781 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2756 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4202764 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1656122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4285046 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1772162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115160 | CurrentTaxYear |
| Total | 12031254 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3825436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3044786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3282882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3310818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3959616 | CurrentTaxYear |
| Total | 17423538 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8028200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4700908 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7567928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5082980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4074776 | CurrentTaxYear |
| Total | 29454792 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16789 | CurrentTaxYear |
| Total | 64953 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3344674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2283859 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1584059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1068579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2102546 | CurrentTaxYear |
| Total | 10383717 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3349674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2289859 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1589559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1100243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2119335 | CurrentTaxYear |
| Total | 10448670 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19006122 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96409 | CurrentTaxYear |
| Total | 184136 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96409 | CurrentTaxYear |
| Total | 184136 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2024933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8538 | CurrentTaxYear |
| Total | 2152199 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8063823 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4735297 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7693160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7119124 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4179723 | CurrentTaxYear |
| Total | 31791127 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.59780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.65510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00580 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: LIFE INSURANCE PROCEEDS MISCELLANEOUS INCOME LEASE INCENTIVE REVENUE | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22708 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1473 | InvestmentEarningsOrLosses |
| End Of Year Balance | 24181 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23919 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -281 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 930 | GrantsOrScholarships |
| End Of Year Balance | 22708 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22725 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2233 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1039 | GrantsOrScholarships |
| End Of Year Balance | 23919 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22100 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3387 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2486 | GrantsOrScholarships |
| Administrative Expenses | 276 | AdministrativeExpenses |
| End Of Year Balance | 22725 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30978 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -8546 | InvestmentEarningsOrLosses |
| Other Expenditures | 332 | OtherExpenditures |
| End Of Year Balance | 22100 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1183832 | OtherCostOrOtherBasis |
| Depreciation | 1155274 | Depreciation |
| Book Value | 28558 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28558 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATION | Description |
| Amount | $12,087 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12087 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4182479 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2756 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2756 | RevenueNotRptdF990 |
| Revenue Subtotal | 4179723 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4179723 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6628504 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6628504 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6628504 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO SUPPORT DR. PETER BENSON'S WORK IN THE PROMOTION OF HEALTHY, THRIVING YOUNG PEOPLE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE INSTITUTE CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE INSTITUTE FOLLOWS A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS POLICY HAD NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE'S 2009 TO 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 EAST WACKER DRIVE SUITE 1750 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 120176 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 120176 | TotalRetainedByContractors |
| Licensed States | MN | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT SCHOOL DISTRICT 283 | ||||||||||
| 6425 WEST 33RD STREET | ST LOUIS PARK | MN | 55426 | 416001466 | SCHOOL DISTRICT | 306527 | 0 | N/A | N/A | BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV |
| SANFORD SCHOOL DEPARTMENT | ||||||||||
| 917 MAIN STREET SUITE 200 | SANFORD | ME | 04073 | 016000355 | SCHOOL DISTRICT | 64406 | 0 | N/A | N/A | BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV |
| HEMET UNIFIED SCHOOL | ||||||||||
| 1791 WEST ACACIA AVENUE | HEMET | CA | 92545 | 521527174 | SCHOOL DISTRICT | 240125 | 0 | N/A | N/A | BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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: ACTIVITIES PERTAINING TO GRANT ARE MONITORED BY PROJECT DIRECTOR AND REPORT TO THE GOVERNMENT DURING REGULAR MEETINGS. REPORTS DETAILING WORK IS SUBMITTED WITH REQUEST FOR GRANT PAYMENT AND REVIEWED BY THE PROJECT MANAGER. SINGLE AUDIT IS COMPLETED ON FEDERAL GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EUGENE ROEHLKEPARTAIN | ||||||||||||||
| VICE PRESIDENT | 129476 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39244 | 0 | 168720 | 0 | 0 | 0 |
| DR PETER SCALES | ||||||||||||||
| SENIOR FELLOW | 140941 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24875 | 0 | 165816 | 0 | 0 | 0 |
| ESTATE OF PETER BENSON | ||||||||||||||
| FORMER PRESIDENT & CEO | 107638 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 107638 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOLENE ROEHLKEPARTAIN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER OF VICE PRESIDENT, E. ROEHLKEPARTAIN | Relationship |
| Amount Of Transaction | 3936 | AmountOfTransaction |
| Description Of Transaction | WRITING AND EDITING CURRICULUM | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE-CHAIR, IMMEDIATE PAST CHAIR, SECRETARY-TREASURER, AND THE CEO OF SEARCH INSTITUTE. THE EXECUTIVE COMMITTEE PERFORMS INVESTIGATIVE AND INFORMATION GATHERING PROJECTS ON BEHALF OF THE BOARD OF DIRECTORS AS A WHOLE, AND REPORTS ITS FINDINGS AND MAKES RECOMMENDATIONS BACK TO THE BOARD. THE EXECUTIVE COMMITTEE ALSO PERFORMS BOARD ADMINISTRATIVE TASKS ON BEHALF OF THE BOARD AS A WHOLE. THE EXECUTIVE COMMITTEE HAS LIMITED DECISION MAKING AUTHORITY APART FROM THE BOARD AS A WHOLE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | EACH INDIVIDUAL BOARD MEMBER IS PROVIDED WITH A DRAFT COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. THEY ARE ASKED TO REVIEW AND GIVE ANY INPUT PRIOR TO THE ACTUAL FILING OF THE FORM. THE FORM 990 IS NOT FILED UNTIL BOARD MEMBERS ARE GIVEN AN APPROPRIATE AMOUNT OF TIME TO COMPLETE THE REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS MUST ANNUALLY FILL OUT THE CONFLICT OF INTEREST DISCLOSURE FORM. THOSE ARE TURNED INTO THE EXECUTIVE ASSISTANT WHO REVIEWS AND FORWARDS ON TO THE BOARD'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WHO REVIEWS EACH DISCLOSURE FORM TO DETERMINE IF ANY CONFLICT OF INTEREST PROBLEM EXISTS WITH A BOARD MEMBER. IF ANY REPORTABLE OR PROBLEMATIC CONFLICT EXISTS, THEY ARE REPORTED BACK TO THE BOARD AS A WHOLE ALONG WITH RECOMMENDATIONS FOR ACTION ON A CASE-BY-CASE BASIS. THE BOARD AS A WHOLE THEN MOVES FOR ANY NECESSARY ACTION. ALL FORMS AND DOCUMENTED CONFLICTS ARE TURNED OVER TO HUMAN RESOURCES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE PRESIDENT'S SALARY USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE REVIEW PROCESS WAS MOST RECENTLY CONDUCTED IN 2012 FOR THE PRESIDENT & CEO, K. PEKEL. THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE SALARIES OF THE VICE PRESIDENTS USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE REVIEW PROCESS WAS MOST RECENTLY CONDUCTED IN 2012 FOR THE VICE PRESIDENTS, E. ROEHLKEPARTAIN AND T. SHOWALTER-LOCH. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE INSTITUTE'S WEBSITE, IN THE ANNUAL REPORT, THROUGH THE CHARITIES REVIEW COUNCIL AND UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,666,337. MANAGEMENT AND GENERAL EXPENSES 109,011. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,775,348. | OTHER FEES |
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