INSTITUTE FOR CITIZENS AND SCHOLARS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR CITIZENS AND SCHOLARS (EIN 21-0703075)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-30
- IRS object ID
- 201313039349300841
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-30T14:02:25-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223271712 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADIEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7648 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085437648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210703075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 6094527007 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR STEPHANIE HULL | Name |
| Title | EXECUTIVE VICE PRESIDENT & COO | Title |
| Phone | 6094527007 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERISE D RITTER CPA | Name |
| PTIN | P00039222 | PTIN |
| Phone | 6096899700 | 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 | DR STEPHANIE HULL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47082421 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WOODROW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21296308 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21314701 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 255352 | InvestmentIncomePriorYear |
| Investment Income Current Year | 253986 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 535 | OtherRevenuePriorYear |
| Other Revenue Current Year | 192 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21552195 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21568879 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11346104 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10067395 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4718134 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4468103 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 20391 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 125914 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1187421 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4367796 | OtherExpensePriorYear |
| Other Expenses Current Year | 3203446 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20452425 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17864858 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1099770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3704021 | RevenuesLessExpensesCY |
| Total Assets BOY | 36185833 | TotalAssetsBOY |
| Total Assets EOY | 38984699 | TotalAssetsEOY |
| Total Liabilities BOY | 3765209 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2893091 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32420624 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36091608 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6394286 | Expense |
| Grants | 4744371 | Grants |
| Description | HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8628589 | Expense |
| Grants | 5289374 | Grants |
| Description | TEACHING FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATIONS FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 213178 | Expense |
| Grants | 33650 | Grants |
| Description | SCHOOL PARTNERSHIPS DEVELOPS NEW MODELS OF SCHOOL STRUCTURES THAT FOSTER COLLEGE READINESS AND COLLEGE SUCCESS AMONG UNDERSERVED STUDENTS WHO MIGHT NOT OTHERWISE HAVE THE PREPARATION TO MAKE COLLEGE POSSIBLE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15236053 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 249 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR STEPHANIE HULL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6094527007 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LAUREN MADDOX | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| ARTHUR LEVINE | ||||||||
| PRESIDENT | 40.00 | X | 408544 | 0 | 38587 | X | ||
| FREDERICK LA GRAUER | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| WALTER W BUCKLEY JR | ||||||||
| CHAIR | 1.50 | X | 0 | 0 | 0 | X | ||
| GEORGE CAMPBELL JR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTEL DEHAAN | ||||||||
| TRUSTEE | 2.50 | X | 0 | 0 | 0 | |||
| JANE PHILLIPS DONALDSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER GRUENBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| N GERRY HOUSE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS C HUDNUT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN KATZMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHIRLEY STRUM KENNY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARL F KOHRT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAN KRUKOWSKI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM LILLEY III | ||||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |||
| FRANCISCO A LORENZO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY WEISS MALKIEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN OSBORNE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MATTHEW PITTINSKY | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JUDITH A RIZZO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MYRON S SCHOLES | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JEFFREY L SKELTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARVIN J SUOMI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LUTHER TAI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAY P URWITZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GEORGE A WEISS | ||||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |||
| PAUL J WEISSMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN C WILCOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARL FERENBACH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND CLARK | ||||||||
| TREASURER/SENIOR VICE PRESIDENT FOR FINANCE/ADMIN | 32.00 | 271860 | 0 | 28843 | X | |||
| BEVERLY SANFORD | ||||||||
| SECRETARY/VICE PRESIDENT - COMMUNICATIONS | 40.00 | 183139 | 0 | 24534 | X | |||
| STEPHANIE HULL | ||||||||
| EXECUTIVE VP AND CHIEF OPERATING OFFICER | 40.00 | 134309 | 0 | 14539 | X | |||
| ROBERT BAIRD | ||||||||
| VICE PRESIDENT - SCHOOL/UN | 40.00 | 167617 | 0 | 36542 | X | |||
| TIMOTHY FREEMAN | ||||||||
| VICE PRESIDENT - EXTERNAL | 40.00 | 212416 | 0 | 39886 | X | |||
| CONSTANCE K BOND | ||||||||
| VICE PRESIDENT - TEACHING | 40.00 | 107675 | 0 | 18671 | X | |||
| JAMES W FRASER | ||||||||
| SENIOR VICE PRESIDENT - PR | 40.00 | 134004 | 0 | 10311 | X | |||
| AUDRA WATSON | ||||||||
| INTERIM CO-DIRECTOR - TEACHING FELLOWSHIPS | 32.00 | 118813 | 0 | 14114 | X | |||
| NAN ROSSIEN | ||||||||
| CONTROLLER | 40.00 | 115329 | 0 | 13511 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1853706 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 239538 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 |
|---|---|---|---|---|---|
| EDWARD CROWE | |||||
| 2801 QUEBEC STREET NW | WASHINGTON | DC | 20008 | PROGRAM EVALUATION | 166433 |
| PODESTA GROUP | |||||
| 1001 G STREET NW SUITE 900 EAST | WASHINGTON | DC | 20008 | SOLICITATION OF GOVERNMENT GRANTS | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 4532175 | GovernmentGrants |
| All Other Contributions | 16782526 | AllOtherContributions |
| Noncash Contributions | 598444 | NoncashContributions |
| Total Contributions | 21314701 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 260910 | TotalRevenueColumn |
| Exclusion | $260,910 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25506618 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25513542 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6924 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6924 | TotalRevenueColumn |
| Exclusion | -$6,924 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 485000 | BusinessCode |
| Total Revenue Column | 192 | TotalRevenueColumn |
| Related Or Exempt Function Income | 192 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 192 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21568879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 192 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $253,986 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2333250 | Total |
| Program Services | 2333250 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7734145 | Total |
| Program Services | 7734145 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1941470 | Total |
| Program Services | 1079555 | ProgramServices |
| Management And General | 511867 | ManagementAndGeneral |
| Fundraising | 350048 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1981792 | Total |
| Program Services | 1444065 | ProgramServices |
| Management And General | 207098 | ManagementAndGeneral |
| Fundraising | 330629 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321863 | Total |
| Program Services | 214955 | ProgramServices |
| Management And General | 53784 | ManagementAndGeneral |
| Fundraising | 53124 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222978 | Total |
| Program Services | 145030 | ProgramServices |
| Management And General | 39382 | ManagementAndGeneral |
| Fundraising | 38566 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21679 | Total |
| Program Services | 2835 | ProgramServices |
| Management And General | 18844 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22650 | Total |
| Management And General | 22650 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125914 | Total |
| Fundraising | 125914 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65282 | Total |
| Program Services | 19530 | ProgramServices |
| Management And General | 41908 | ManagementAndGeneral |
| Fundraising | 3844 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1507834 | Total |
| Program Services | 1298043 | ProgramServices |
| Management And General | 108793 | ManagementAndGeneral |
| Fundraising | 100998 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623011 | Total |
| Program Services | 202911 | ProgramServices |
| Management And General | 313418 | ManagementAndGeneral |
| Fundraising | 106682 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 909893 | Total |
| Program Services | 761734 | ProgramServices |
| Management And General | 70543 | ManagementAndGeneral |
| Fundraising | 77616 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53097 | Total |
| Management And General | 53097 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17864858 | Total |
| Program Services | 15236053 | ProgramServices |
| Management And General | 1441384 | ManagementAndGeneral |
| Fundraising | 1187421 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1375544 | BOY |
| EOY | 1385880 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501364 | BOY |
| EOY | 500983 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6920912 | BOY |
| EOY | 15292929 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54692 | BOY |
| EOY | 141005 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 245290 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 157584 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102123 | BOY |
| EOY | 87706 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27231198 | BOY |
| EOY | 21576196 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36185833 | BOY |
| EOY | 38984699 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441276 | BOY |
| EOY | 401229 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3290000 | BOY |
| EOY | 2451500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33933 | BOY |
| EOY | 40362 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3765209 | BOY |
| EOY | 2893091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1377356 | BOY |
| EOY | 652113 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28687906 | BOY |
| EOY | 33809800 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2355362 | BOY |
| EOY | 1629695 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32420624 | BOY |
| EOY | 36091608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36185833 | BOY |
| EOY | 38984699 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3704021 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -33037 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 15483734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27319842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16838787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21288273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21307505 | CurrentTaxYear |
| Total | 102238141 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15483734 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27319842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16838787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21288273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21307505 | CurrentTaxYear |
| Total | 102238141 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 39857698 | AmountsSubstContributorsTotal |
| Public Support Total170 | 62380443 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 737007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 588427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353663 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 298577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260881 | CurrentTaxYear |
| Total | 2238555 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2829 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 192 | CurrentTaxYear |
| Total | 7502 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 104484198 | TotalSupport |
| Public Support Pertcentage170 | 0.59700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67120 | 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 | 2355362 | BeginningOfYearBalance |
| Contributions | 586 | Contributions |
| Investment Earnings Or Losses | 131018 | InvestmentEarningsOrLosses |
| Other Expenditures | 857271 | OtherExpenditures |
| End Of Year Balance | 1629695 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Contributions | 92208 | Contributions |
| Investment Earnings Or Losses | 31476 | InvestmentEarningsOrLosses |
| Other Expenditures | 31476 | OtherExpenditures |
| End Of Year Balance | 2355362 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 20508 | InvestmentEarningsOrLosses |
| Other Expenditures | 20508 | OtherExpenditures |
| End Of Year Balance | 2263154 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5837 | InvestmentEarningsOrLosses |
| Other Expenditures | 5837 | OtherExpenditures |
| End Of Year Balance | 2263154 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18170 | OtherCostOrOtherBasis |
| Depreciation | 7526 | Depreciation |
| Book Value | 10644 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 227120 | OtherCostOrOtherBasis |
| Depreciation | 150058 | Depreciation |
| Book Value | 77062 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 87706 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASES | Description |
| Amount | $40,362 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40362 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21568879 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 21568879 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21568879 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17897895 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 33037 | LossesReported |
| Expenses Not Rptd F990 | 33037 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17864858 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17864858 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS PRIOR TO JUNE 30, 2010. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PODESTA GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 G STREET NW SUITE 900 EAST | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SOLICITATION OF GOVERNMENT GRANTS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 120000 | AmountRetainedByContractor |
| Net To Organization | -120000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 120000 | TotalRetainedByContractors |
| Total Net To Organization | -120000 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CURRY SCHOOL OF EDUCATION FOUNDATION - UNIVERSITY OF VIRGINIA | |||||||
| 405 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22904 | 510201344 | 501(C)(3) | 35000 | TEACHING FELLOWSHIPS |
| INDIANA UNIVERSITY | |||||||
| 420 UNIVERSITY BOULEVARD | INDIANAPOLIS | IN | 46226 | 356001673 | 501(C)(3) | 144488 | TEACHING FELLOWSHIPS |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 NORTH CAMPUS DRIVE | ALLENDALE | MI | 49401 | 381684280 | 501(C)(3) | 206330 | TEACHING FELLOWSHIPS |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | |||||||
| 323 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | 226000910 | 501(C)(3) | 31650 | EARLY COLLEGE |
| PURDUE UNIVERSITY | |||||||
| 400 CENTRAL DRIVE | WEST LAFAYETTE | IN | 60673 | 356002041 | 501(C)(3) | 18000 | TEACHING FELLOWSHIPS |
| RUTGERS UNIVERSITY | |||||||
| 83 SOMERSET STREET | NEWARK | NJ | 08901 | 226001086 | 501(C)(3) | 150000 | TEACHING FELLOWSHIPS |
| STANFORD UNIVERSITY | |||||||
| 875 BLAKE WILBUR DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | 60000 | TEACHING FELLOWSHIPS |
| UNIVERSITY OF MICHIGAN | |||||||
| 440 CHURCH STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | 230366 | TEACHING FELLOWSHIPS |
| WAYNE STATE UNIVERSITY | |||||||
| 42 WEST WARREN AVENUE | DETROIT | MI | 48202 | 383555142 | 501(C)(3) | 139934 | TEACHING FELLOWSHIPS |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 WESTERN MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | 386007327 | 501(C)(3) | 135466 | TEACHING FELLOWSHIPS |
| EASTERN MICHIGAN UNIVERSITY | |||||||
| 900 OAKWOOD STREET | YPSILANTI | MI | 48197 | 382953297 | 501(C)(3) | 10000 | TEACHING FELLOWSHIPS |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM BOULEVARD | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | 135316 | TEACHING FELLOWSHIPS |
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | 390477970 | 501(C)(3) | 100000 | MBA SCHOOL ADMINISTRATION |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | 222912682 | 501(C)(3) | 150000 | TEACHING FELLOWSHIPS |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA ROAD | GLASSBORO | NJ | 08028 | 222764819 | 501(C)(3) | 150000 | TEACHING FELLOWSHIPS |
| THE COLLEGE OF NEW JERSEY | |||||||
| 2000 PENNINGTON ROAD | EWING | NJ | 08618 | 222448189 | 501(C)(3) | 150000 | TEACHING FELLOWSHIPS |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1401 EAST HANNA AVENUE | INDIANAPOLIS | IN | 46227 | 350868107 | 501(C)(3) | 336700 | TEACHING FELLOWSHIPS |
| WILLIAM PATERSON UNIVERSITY | |||||||
| 300 POMPTON ROAD | WAYNE | NJ | 07470 | 222781603 | 501(C)(3) | 150000 | TEACHING FELLOWSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 18 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| DISSERTATION FELLOWSHIPS | 21 | 550000 |
| DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS | 23 | 138800 |
| CAREER ENHANCEMENT FELLOWSHIPS | 40 | 629982 |
| FOREIGN AFFAIRS FELLOWSHIPS | 96 | 3536270 |
| NATIONAL TEACHING FELLOWSHIPS | 31 | 452850 |
| STUDENT LOAN REPAYMENTS | 16 | 18000 |
| FELLOWSHIP PAYMENTS | 211 | 2406242 |
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: RECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR LEVINE | ||||||||||||||
| PRESIDENT | 408544 | 0 | 0 | 0 | 0 | 0 | 33000 | 0 | 5587 | 0 | 447131 | 0 | 0 | 0 |
| RAYMOND CLARK | ||||||||||||||
| TREASURER/SENIOR VICE PRESIDENT FOR | 271860 | 0 | 0 | 0 | 0 | 0 | 27186 | 0 | 1657 | 0 | 300703 | 0 | 0 | 0 |
| BEVERLY SANFORD | ||||||||||||||
| SECRETARY/VICE PRESIDENT - COMMUNICA | 183139 | 0 | 0 | 0 | 0 | 0 | 18571 | 0 | 5963 | 0 | 207673 | 0 | 0 | 0 |
| ROBERT BAIRD | ||||||||||||||
| VICE PRESIDENT - SCHOOL/UN | 167617 | 0 | 0 | 0 | 0 | 0 | 18571 | 0 | 17971 | 0 | 204159 | 0 | 0 | 0 |
| TIMOTHY FREEMAN | ||||||||||||||
| VICE PRESIDENT - EXTERNAL | 212416 | 0 | 0 | 0 | 0 | 0 | 21915 | 0 | 17971 | 0 | 252302 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT & COO TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAUREN MADDOX | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP | Relationship |
| Amount Of Transaction | 120000 | AmountOfTransaction |
| Description Of Transaction | THE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO EXTRA COMPENSATION AS A RESULT OF THIS ARRANGEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 598444 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON APPLICABLE STANDARDS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 AND 1023 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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