EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201303089349300730
- 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 | 2013-11-04T10:01:18-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231505095 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EISE | NameControl |
| Phone | 2155461738 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN S WOLF | Name |
| Title | PRESIDENT | Title |
| Phone | 2155461738 | Phone |
| Date Signed | 2013-10-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER SOLOT CPA | Name |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN S WOLF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14947657 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EFWORLD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | A LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 63 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 62 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 62 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2854358 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2125123 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2034199 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2972656 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4888557 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5105279 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1912870 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1992521 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 334458 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2000229 | OtherExpensePriorYear |
| Other Expenses Current Year | 2327030 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3913099 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4344551 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 975458 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 760728 | RevenuesLessExpensesCY |
| Total Assets BOY | 43140683 | TotalAssetsBOY |
| Total Assets EOY | 44511879 | TotalAssetsEOY |
| Total Liabilities BOY | 151506 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 120492 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42989177 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44391387 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EISENHOWER FELLOWSHIPS (EF) IDENTIFIES, EMPOWERS AND LINKS OUTSTANDING LEADERS FROM AROUND THE WORLD, HELPING THEM TO ACHIEVE CONSEQUENTIAL OUTCOMES ACROSS SECTORS AND BORDERS. EF PROVIDES A TRANSFORMATIONAL EXPERIENCE LEADING TO LIFETIME ENGAGEMENT IN A GLOBAL NETWORK, WHERE DIALOGUE AND COLLABORATION MAKE THE WORLD MORE PROSPEROUS, JUST AND PEACEFUL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1071211 | Expense |
| Description | SINGLE NATION/REGION AND COMMON INTEREST PROGRAMS - IN 2012, THE SOUTH ASIA REGIONAL PROGRAM BROUGHT TOGETHER 21 FELLOWS FROM INDIA, PAKISTAN, SRI LANKA, AND BANGLADESH FOR INDIVIDUALIZED PROFESSIONAL AND LEADERSHIP ITINERARIES, AS WELL AS TO ENHANCE EXISTING RELATIONSHIPS AND FOSTER NEW ONES AMONG LEADERS IN THE REGION WHICH WILL INFLUENCE SOUTH ASIA AND ITS COOPERATION WITH THE UNITED STATES. WITH THIS IN MIND, IN ADDITION TO INDIVIDUAL MEETINGS IN THEIR PROFESSIONAL FIELDS THEY PARTICIPATED IN GROUP MEETINGS AND ACTIVITIES DESIGNED TO FOSTER DIALOGUE AND CHALLENGES AND OPPORTUNITIES IN THE REGION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1012538 | Expense |
| Description | MULTI-NATION PROGRAM (MNP) -IN 2012, THE MNP PROGRAM BROUGHT TOGETHER 21 FELLOWS FROM 20 COUNTRIES FOR SEVEN WEEKS OF INDIVIDUALIZED PROFESSIONAL AND LEADERSHIP ITINERARIES. FELLOWS TRAVELED THROUGHOUT THE UNITED STATES TO MEET WITH LEADERS IN BUSINESS, GOVERNMENT, NON-GOVERNMENTAL ORGANIZATIONS, MEDIA AND ACADEMIA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 998537 | Expense |
| Grants | 25000 | Grants |
| Description | FELLOWSHIP NETWORK - FOSTERS CONNECTIONS AMONG ALUMNI BOTH WITHIN COUNTRIES AND REGIONS AND AROUND THE GLOBE. THIS IS ACCOMPLISHED THROUGH A VARIETY OF ACTIVITIES, RANGING FROM INTERNATIONAL CONFERENCES TO INTERNET-BASED NETWORKING SYSTEMS. IN FURTHERANCE OF SUPPORT FOR THE FELLOWSHIP NETWORK, EISENHOWER FELLOWSHIPS SOMETIMES MAKES GRANTS TO SELECTED COUNTRY ALUMNI ASSOCIATIONS AND FELLOWS. THE GENERAL OUTLINE IS INCLUDED IN THE ORGANIZATION'S BUSINESS PLAN (APPROVED FIRST BY THE FINANCE AND ADMINISTRATION COMMITTEE AND THEN AUTHORIZED BY THE BOARD). THE ADMINISTRATION OF THOSE GRANTS IS REVIEWED AND PUT INTO EFFECT BY AUTHORIZED STAFF. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 497158 | Expense |
| Description | USA FELLOWS - IN 2012, SEVEN MID-CAREER LEADERS TRAVELED TO AUSTRALIA, BELGIUM, BRAZIL, CHINA, FINLAND, GERMANY, INDIA, INDONESIA, KOREA, PHILIPPINES, SINGAPORE, SRI LANKA, SWEDEN, SWITZERLAND, TAIWAN, AND THAILAND FOR A PERIOD OF FOUR TO FIVE WEEKS UNDER THE USA PROGRAM TO MEET WITH SENIOR OFFICIALS FROM GOVERNMENT, INDUSTRY, AND NOT-FOR PROFIT SECTOR TO BROADEN THEIR PROFESSIONAL PERSPECTIVES. IN ADDITION, TWO AGRICULTURE PROFESSIONALS TRAVELED ABROAD, ONE TO CHINA, MONGOLIA AND THE PHILIPPINES, AND THE OTHER TO KENYA AND TURKEY TO BETTER UNDERSTAND LOCAL CHALLENGES IN AGRICULTURE AND EXCHANGE BEST PRACTICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 497158 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3579444 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | 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 | 0 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 63 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 62 | 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 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECTOR OF FINANCE AND ADMIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2155461738 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S 16TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (66 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 |
|---|---|---|---|---|---|---|---|
| GENERAL COLIN L POWELL | |||||||
| USA (RET), CHAIRMAN | 1.20 | X | X | 0 | 0 | 0 | |
| JAMES W HOVEY | |||||||
| VICE CHAIRMAN | 1.20 | X | X | 0 | 0 | 0 | |
| JAMES L MCCABE | |||||||
| TREASURER | 2.80 | X | X | 0 | 0 | 0 | |
| MADELEINE K ALBRIGHT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MOHAMMED M AL-ARDHI | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| HE AMR A AL-DABBAGH | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| H JESSE ARNELLE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| WILLIAM L ATWELL | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| ANINDYA BAKRIE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THOMAS E BEACH | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| RICHARD P BROWN JRESQ | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| W THACHER BROWN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW M BURSKY | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| KIMBALL C CHEN | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| DEREK CHILVERS | |||||||
| TRUSTEE/CHAIR, ADMIN/FIN C | 2.60 | X | 0 | 0 | 0 | ||
| CHARLES E COBB JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CLIFFORD D CORSO | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| EDGAR M CULLMAN JR | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| SULEYMAN DEMIREL | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| DAVID EISENHOWER | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| SUSAN EISENHOWER | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JEREMY K ELLIS | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| ROGER A ENRICO | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| CONRADO ETCHEBARNE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THEODORE FRIEND III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK GOLDEN | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| LINDA GOODEN | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MIKE GOODRICH | |||||||
| TRUSTEE | 1.60 | X | 0 | 0 | 0 | ||
| MARK GRIER | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| HARRY HALLORAN | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| NATHAN HAYWARD III | |||||||
| TRUSTEE/CHAIR, AUDIT COMTE | 2.00 | X | 0 | 0 | 0 | ||
| SHOW-CHUNG HO | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| F RICHARD HSU | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| FATIH KARAMANCI | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JOHN W KEOGH | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| NEMIR A KIRDAR | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JAY KISLAK | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| RICHARD KRASNO | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| DAVID C MANKE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| SUZANNE M MCCARRON | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JOHN F MCDONNELL | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| VICTOR J MENEZES | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| EDWARD L MONSER | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JOHN MOORE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JONATHAN MURRAY | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| BERNARD POUSSOT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JAY R PRYOR | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| ROBERT L REYNOLDS | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| FERIT SAHENK | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| BEN SANGARI | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| LT GEN BRENT SCOWCROFT | |||||||
| USAF (RET), TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JOEL S SPIRA | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| STEPHEN D STEINOUR | |||||||
| TRUSTEE | 0.60 | X | 0 | 0 | 0 | ||
| H PATRICK SWYGERT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MIKE TEMBREULL | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| ALFONSO VEGARA | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| HA WAGNER | |||||||
| TRUSTEE/CHAIR, DEVELOP COM | 1.60 | X | 0 | 0 | 0 | ||
| RANDALL J WEISENBURGER | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| KEITH WHEELOCK | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JOHN C WHITEHEAD | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| JAMIE AUGUSTO ZOBEL DE AYALA II | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| HON CHRISTINE TODD WHITMAN | |||||||
| TRUSTEE/CHAIR, EXEC COMTE | 1.60 | X | 0 | 0 | 0 | ||
| JOHN S WOLF | |||||||
| PRESIDENT | 40.00 | X | X | 271256 | 0 | 12833 | |
| DANIEL GEISLER | |||||||
| VICE PRESIDENT | 40.00 | X | 185148 | 0 | 24205 | ||
| STEPHANIE S GROPP | |||||||
| DIR OF FINANCE/ADMIN | 30.00 | X | 78842 | 0 | 25428 | ||
| MARK CARNESI | |||||||
| DIR OF INT'L PROGRAMS | 40.00 | 106841 | 0 | 21724 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 642087 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 84190 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2125123 | AllOtherContributions |
| Noncash Contributions | 180579 | NoncashContributions |
| Total Contributions | 2125123 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 833996 | TotalRevenueColumn |
| Exclusion | $833,996 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11981038 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9842378 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2138660 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2138660 | TotalRevenueColumn |
| Exclusion | $2,138,660 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7500 | TotalRevenueColumn |
| Exclusion | $7,500 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5105279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,980,156 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Program Services | 25000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581526 | Total |
| Program Services | 264508 | ProgramServices |
| Management And General | 169961 | ManagementAndGeneral |
| Fundraising | 147057 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1009742 | Total |
| Program Services | 839728 | ProgramServices |
| Management And General | 71580 | ManagementAndGeneral |
| Fundraising | 98434 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52818 | Total |
| Program Services | 25781 | ProgramServices |
| Management And General | 10699 | ManagementAndGeneral |
| Fundraising | 16338 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246822 | Total |
| Program Services | 196334 | ProgramServices |
| Management And General | 32365 | ManagementAndGeneral |
| Fundraising | 18123 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101613 | Total |
| Program Services | 64407 | ProgramServices |
| Management And General | 30826 | ManagementAndGeneral |
| Fundraising | 6380 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127134 | Total |
| Program Services | 105067 | ProgramServices |
| Management And General | 19922 | ManagementAndGeneral |
| Fundraising | 2145 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124043 | Total |
| Program Services | 108836 | ProgramServices |
| Management And General | 10424 | ManagementAndGeneral |
| Fundraising | 4783 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57186 | Total |
| Program Services | 50300 | ProgramServices |
| Management And General | 6886 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14466 | Total |
| Program Services | 11306 | ProgramServices |
| Management And General | 3160 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1221369 | Total |
| Program Services | 1201426 | ProgramServices |
| Management And General | 2178 | ManagementAndGeneral |
| Fundraising | 17765 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564165 | Total |
| Program Services | 526762 | ProgramServices |
| Management And General | 20437 | ManagementAndGeneral |
| Fundraising | 16966 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111787 | Total |
| Program Services | 90400 | ProgramServices |
| Management And General | 21387 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50449 | Total |
| Program Services | 39420 | ProgramServices |
| Management And General | 6221 | ManagementAndGeneral |
| Fundraising | 4808 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 56431 | Total |
| Program Services | 30169 | ProgramServices |
| Management And General | 24603 | ManagementAndGeneral |
| Fundraising | 1659 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4344551 | Total |
| Program Services | 3579444 | ProgramServices |
| Management And General | 430649 | ManagementAndGeneral |
| Fundraising | 334458 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810660 | BOY |
| EOY | 600392 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1205139 | BOY |
| EOY | 2263726 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941097 | BOY |
| EOY | 331500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57874 | BOY |
| EOY | 57068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3543952 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 813377 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2778481 | BOY |
| EOY | 2730575 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21445047 | BOY |
| EOY | 25854170 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7354465 | BOY |
| EOY | 4205251 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8547920 | BOY |
| EOY | 8469197 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43140683 | BOY |
| EOY | 44511879 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151506 | BOY |
| EOY | 120492 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151506 | BOY |
| EOY | 120492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30779203 | BOY |
| EOY | 32513950 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652815 | BOY |
| EOY | 399001 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11557159 | BOY |
| EOY | 11478436 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42989177 | BOY |
| EOY | 44391387 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43140683 | BOY |
| EOY | 44511879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 760728 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 641482 | 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 | 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 | 2603483 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2354077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2203406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2854358 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2125123 | CurrentTaxYear |
| Total | 12140447 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2603483 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2354077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2203406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2854358 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2125123 | CurrentTaxYear |
| Total | 12140447 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1440552 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10699895 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1075221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 603116 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 891648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 890188 | CurrentTaxYearMinus1Year |
| Current Tax Year | 833996 | CurrentTaxYear |
| Total | 4294169 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 7073 | CurrentTaxYearMinus3Years |
| Total | 7073 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 217340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14429 | CurrentTaxYearMinus2Years |
| Current Tax Year | 7500 | CurrentTaxYear |
| Total | 278690 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16720379 | TotalSupport |
| Public Support Pertcentage170 | 0.63990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60290 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30004651 | BeginningOfYearBalance |
| Contributions | 3404867 | Contributions |
| Investment Earnings Or Losses | 809509 | InvestmentEarningsOrLosses |
| Other Expenditures | 1895880 | OtherExpenditures |
| End Of Year Balance | 32323147 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32302630 | BeginningOfYearBalance |
| Contributions | 2360000 | Contributions |
| Investment Earnings Or Losses | -3213197 | InvestmentEarningsOrLosses |
| Other Expenditures | 1444782 | OtherExpenditures |
| End Of Year Balance | 30004651 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28745224 | BeginningOfYearBalance |
| Contributions | 695996 | Contributions |
| Investment Earnings Or Losses | 4086013 | InvestmentEarningsOrLosses |
| Other Expenditures | 1224603 | OtherExpenditures |
| End Of Year Balance | 32302630 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23710472 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5910881 | InvestmentEarningsOrLosses |
| Other Expenditures | 876129 | OtherExpenditures |
| End Of Year Balance | 28745224 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36688478 | BeginningOfYearBalance |
| Contributions | 2003592 | Contributions |
| Investment Earnings Or Losses | -13107300 | InvestmentEarningsOrLosses |
| Other Expenditures | 1874298 | OtherExpenditures |
| End Of Year Balance | 23710472 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.09000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.91000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 723608 | OtherCostOrOtherBasis |
| Book Value | 723608 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2347931 | OtherCostOrOtherBasis |
| Depreciation | 399175 | Depreciation |
| Book Value | 1948756 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 472413 | OtherCostOrOtherBasis |
| Depreciation | 414202 | Depreciation |
| Book Value | 58211 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2730575 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS | Description |
| Book Value | 4205251 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4205251 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN FEDERAL TRUST | Description |
| Book Value | 8469197 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8469197 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5746761 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 720205 | NetUnrealizedGainsInvestments |
| Other Revenues | -78723 | OtherRevenues |
| Revenue Not Rptd F990 | 641482 | RevenueNotRptdF990 |
| Revenue Subtotal | 5105279 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5105279 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4344551 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4344551 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4344551 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. EF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP AND THE STANDARD HAD NO IMPACT ON EF'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST -78,723. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 1947000 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | 29980 | FOR FELLOWSHIP NETWORK EVENTS. |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | ||
| EUROPE | 0 | 0 | PROGRAM SERVICES | 6200 | FOR FELLOWSHIP NETWORK EVENTS. |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | 903000 | |
| EUROPE | 0 | 0 | FUNDRAISING | ||
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | 72527 | FOR FELLOWSHIP NETWORK EVENTS. |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | FUNDRAISING | ||
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | 10000 | FOR FELLOWSHIP NETWORK EVENTS. |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | 5000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 2958707 | SubtotalAmountSpent |
| Cont Amount Spent | 15000 | ContAmountSpent |
| Total Amount Spent | 2973707 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Purpose Of Grant | FOR CONSEQUENTIAL OUTCOMES GRANT. | PurposeOfGrant |
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| 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 | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: EF MONITORS THE USE OF ITS GRANTS FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO PROJECT THEIR FUTURE TRAJECTORY AND MEASURABLE RESULTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN S WOLF | ||||||||||||||
| PRESIDENT | 250000 | 0 | 12500 | 0 | 8756 | 0 | 7500 | 0 | 5333 | 0 | 284089 | 0 | 0 | 0 |
| DANIEL GEISLER | ||||||||||||||
| VICE PRESIDENT | 176086 | 0 | 8804 | 0 | 258 | 0 | 5554 | 0 | 18651 | 0 | 209353 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 180579 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV @ TRANSFER DATE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | UPON WRITTEN INSTRUCTION BY THE CHAIRMAN OF THE INVESTMENT COMMITTEE, EF'S DIRECTOR OF FINANCE/ADMIN INITIATES THE SALE OF ITS NON-CASH CONTRIBUTIONS DEPOSITED INTO ITS BROKERAGE FIRM ACCOUNT DURING THE ORDINARY COURSE OF BUSINESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS AMONG TRUSTEES [1] DAVID EISENHOWER, TRUSTEE AND SUSAN EISENHOWER, TRUSTEE ARE BROTHER AND SISTER. [2] JOHN MOORE, TRUSTEE AND STEPHANIE S. GROPP, DIR. OF FINANCE/ADMIN ARE BROTHER AND SISTER IN-LAW. |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN IS DISTRIBUTED TO EACH BOARD TRUSTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EF'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW. ALSO, STAFF RESPONSIBLE FOR CONTRACTING AND PROCUREMENT ARE PROVIDED WITH CURRENT BOARD LIST SO THAT THEY CAN REMAIN ALERT TO POTENTIAL REAL OR APPARENT CONFLICTS. CONCERNS ABOUT POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO ALERTS THE APPROPRIATE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OFFICER COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE CHAIR FOLLOWING DISCUSSION AND APPROVAL BY THE AD HOC COMMITTEE OF THE EXECUTIVE COMMITTEE (VICE CHAIRMAN AND CHAIRS OF THE ADMIN/FINANCE, DEVELOPMENT AND NOMINATING COMMITTEE) AND FOLLOWING DISCUSSIONS IN THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS, ANNUAL BUSINESS PLAN AND CONFLICT OF INTEREST POLICY ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND DOCUMENTS SUCH AS ITS WHISTLEBLOWER POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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