GLOBAL ENTREPRENEURSHIP NETWORK INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL ENTREPRENEURSHIP NETWORK INC (EIN 52-2315929)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201313129349300516
- 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 | 2013-11-08T08:56:47-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522041603 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | 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 | 522315929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PUBLIC FORUM INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PUBL | NameControl |
| Phone | 2025364448 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N STREET NW NO 603 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN ORTMANS | Name |
| Title | PRESIDENT | Title |
| Phone | 2025364448 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLINT LEHMAN | Name |
| PTIN | P00840525 | PTIN |
| Phone | 3014246800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JONATHAN ORTMANS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N STREET NW STE 603 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 818261 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PUBLICFORUMINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | CITIZEN ENGAGEMENT: TO IMPROVE PUBLIC UNDERSTANDING OF NATIONAL ISSUES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1609000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 785044 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8243 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10316 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8861 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22901 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1626104 | TotalRevenuePriorYear |
| Total Revenue Current Year | 818261 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 845165 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1021037 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 93315 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 480022 | OtherExpensePriorYear |
| Other Expenses Current Year | 350889 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1325187 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1371926 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 300917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -553665 | RevenuesLessExpensesCY |
| Total Assets BOY | 1892431 | TotalAssetsBOY |
| Total Assets EOY | 1332885 | TotalAssetsEOY |
| Total Liabilities BOY | 17722 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15799 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1874709 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1317086 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENGAGE CITIZENS IN KEY NATIONAL ISSUES DISCUSSIONS IN AN INDEPENDENT AND IMPARTIAL FASHION TO CREATE A MORE INFORMED PUBLIC. INCLUDES A FOCUS ON JOB CREATION AND STIMULATING ECONOMIC GROWTH THROUGH ENTREPRENEURSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 119390 | Expense |
| Description | OUTREACH TO THE PUBLIC. PROVIDE OPPORTUNITIES FOR CITIZENS TO PARTICIPATE IN IMPARTIAL DIALOGUES IN AN INDEPENDENT SETTING. A MAJOR ACCOMPLISHMENT HAS BEEN THE DEVELOPMENT OF GLOBAL ENTREPRENEURSHIP WEEK, AN EFFORT TO ENABLE YOUNGER CITIZENS TO EXPLORE THEIR POTENTIAL AS ENTREPRENEURS IN ENTREPRENEURSHIP EDUCATION EFFORTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 974644 | Expense |
| Revenue | 22901 | Revenue |
| Description | PLANNING AND ORGANIZING IMPARTIAL, INDEPENDENT PUBLIC FORUMS THAT BRING TOGETHER PUBLIC OFFICIALS, SPECIALISTS, AND THE GENERAL PUBLIC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1094034 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025364448 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 N STREET NW STE 603 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JONATHAN ORTMANS | ||||||
| PRESIDENT/DIRECTOR | 45.00 | X | X | 583140 | 0 | 12950 |
| NEIL DHILLON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK MARICH | ||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | X | 157019 | 0 | 4694 |
| THOMAS SULLIVAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MEAGHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE GROB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 740159 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17644 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 | 785044 | AllOtherContributions |
| Total Contributions | 785044 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10316 | TotalRevenueColumn |
| Exclusion | $10,316 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 900099 | 17772 | 17772 |
| INCREASE IN CASH SURRE | 900099 | 5129 | 5129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 22901 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 818261 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22901 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,316 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757803 | Total |
| Program Services | 636555 | ProgramServices |
| Management And General | 75780 | ManagementAndGeneral |
| Fundraising | 45468 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201511 | Total |
| Program Services | 144821 | ProgramServices |
| Management And General | 25031 | ManagementAndGeneral |
| Fundraising | 31659 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19204 | Total |
| Program Services | 15747 | ProgramServices |
| Management And General | 1921 | ManagementAndGeneral |
| Fundraising | 1536 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42519 | Total |
| Program Services | 34641 | ProgramServices |
| Management And General | 4469 | ManagementAndGeneral |
| Fundraising | 3409 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46117 | Total |
| Program Services | 46117 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36778 | Total |
| Program Services | 147 | ProgramServices |
| Management And General | 36631 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19318 | Total |
| Program Services | 12842 | ProgramServices |
| Management And General | 6467 | ManagementAndGeneral |
| Fundraising | 9 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23041 | Total |
| Program Services | 22398 | ProgramServices |
| Management And General | 643 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80103 | Total |
| Program Services | 65684 | ProgramServices |
| Management And General | 8011 | ManagementAndGeneral |
| Fundraising | 6408 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30478 | Total |
| Program Services | 30143 | ProgramServices |
| Management And General | 335 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15991 | Total |
| Program Services | 13112 | ProgramServices |
| Management And General | 1600 | ManagementAndGeneral |
| Fundraising | 1279 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44337 | Total |
| Program Services | 36356 | ProgramServices |
| Management And General | 4434 | ManagementAndGeneral |
| Fundraising | 3547 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER EXPENSES | 32167 | 14651 | 17516 |
| WRITING AND RESEARCH | 13140 | 13140 | |
| MEALS | 5875 | 4136 | 1739 |
| ROOMS | 3508 | 3508 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36 | Total |
| Program Services | 36 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1371926 | Total |
| Program Services | 1094034 | ProgramServices |
| Management And General | 184577 | ManagementAndGeneral |
| Fundraising | 93315 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653825 | BOY |
| EOY | 55107 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528911 | BOY |
| EOY | 585000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 178044 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530 | BOY |
| EOY | 999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 61971 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22064 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8162 | BOY |
| EOY | 39907 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361521 | BOY |
| EOY | 366607 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89482 | BOY |
| EOY | 107221 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1892431 | BOY |
| EOY | 1332885 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17722 | BOY |
| EOY | 3625 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12174 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17722 | BOY |
| EOY | 15799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1874709 | BOY |
| EOY | 1218327 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 98759 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1874709 | BOY |
| EOY | 1317086 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1892431 | BOY |
| EOY | 1332885 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -553665 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -3958 | 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 | 0 | 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 | 1649525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1674700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 784925 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1609000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 785044 | CurrentTaxYear |
| Total | 6503194 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1649525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1674700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 784925 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1609000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 785044 | CurrentTaxYear |
| Total | 6503194 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5250487 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1252707 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26211 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15932 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10316 | CurrentTaxYear |
| Total | 83830 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82351 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22901 | CurrentTaxYear |
| Total | 490886 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7077910 | TotalSupport |
| Public Support Pertcentage170 | 0.17700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.12920 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE PUBLIC FORUM INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST OF 1.170A-9T(F)(3) OF THE TREASURY REGULATIONS, BASED ON THE FOLLOWING: 1. THE PUBLIC FORUM INSTITUTES SUPPORT, AS REPORTED FOR 2012, IS 17.70%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9T(F)(3)(I). 2. THE PUBLIC FORUM INSTITUTE IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENT FUNDING ON A CONTINUOUS BASIS. SINCE 2004, THE INSTITUTE HAS CONTINUOUSLY AND AGGRESSIVELY SOUGHT PUBLIC SUPPORT FROM A VARIETY OF SOURCES. THESE DEVELOPMENT EFFORTS ARE GUIDED BY A DEVELOPMENT DIRECTOR. THE MOST SIGNIFICANT VEHICLE FOR GARNERING PUBLIC SUPPORT HAS PROVEN TO BE DRIVEN AROUND THE INSTITUTES PUBLIC FORUMS THAT ENGAGE CITIZENS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9T(F)(3)(II). 3. THE INSTITUTE FROM 2008 TO 2012 HAD SUCCEEDED IN RAISING $1,375,581 FROM PUBLIC SOURCES, WHICH CONSTITUTE APPROXIMATELY 19.43% OF ITS TOTAL REVENUE DURING THAT TIME FRAME AND ALMOST DOUBLE THE MINIMUM 10% PUBLIC SUPPORT REQUIREMENT. THE INSTITUTE IS CURRENTLY PURSUING A COMPREHENSIVE PLAN TO CONTINUE TO INCREASE THIS LEVEL OF PUBLIC SUPPORT TO KEEP IT WAY OVER THE 10% MINIMUM, THEREBY MEETING THE REQUIREMENTS OF 1.170A-9T(F)(3)(III)(A). 4. SINCE ITS INCEPTION, THE INSTITUTE HAS ENJOYED SUPPORT FROM A BROAD SPECTRUM OF INDIVIDUALS, ORGANIZATIONS AND COMPANIES. FOR INSTANCE, IN 2007, NEARLY 50 SUPPORTERS PROVIDED SUPPORT OF $10,000 OR LESS, TO THE INSTITUTE. THE INSTITUTE IS CONTINUALLY SEEKING MONEY/SUPPORT FROM THESE AND OTHER CORPORATE SOURCES WITH A NUMBER OF COMPANIES CONSISTENTLY PROVIDING ANNUAL SUPPORT TO THE INSTITUTE. ANOTHER EXAMPLE WAS IN 2006, WHEN THE INSTITUTE RECEIVED $1.1 MILLION IN REVENUE FROM FEDERAL AGENCIES, INCLUDING THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. IN THIS RESPECT, THE INSTITUTE MEETS THE REQUIREMENTS OF 1.17A-9T(F)(3)(III)(B). 5. THE INSTITUTES BOARD OF DIRECTORS IS COMPOSED OF A SMALL GROUP OF DISTINGUISHED REPRESENTATIVES FROM THE WORLDS OF BUSINESS INCLUDING FORMER GOVERNMENT AND NON-PROFIT LEADERS. HOWEVER, THE INSTITUTE RELIES ON SUPPORT FROM SEVERAL ADVISORS NOT ON THE BOARD AND CONDUCTS ALL ITS PUBLIC ENGAGEMENT WORK WITH THE PARTICIPATION OF LOCAL COMMUNITY ORGANIZATIONS. ALMOST ALL FORUMS AND ACTIVITIES GAIN THE INPUT AND NON-FINANCIAL SUPPORT FROM A WIDE RANGE OF LOCAL NON-PROFIT ORGANIZATIONS THAT SERVE AS PARTNERS OR NON-FINANCIAL CO-SPONSORS, THEREBY MEETING THE REQUIREMENTS OF 1.170A-9T(F)(3)(III)(C). 6. THE INSTITUTE IS DEDICATED TO IMPROVING PUBLIC DISCOURSE ABOUT ISSUES OF THE DAY. ALL EVENTS AND ACTIVITIES ARE DESIGNED EXCLUSIVELY TO ENABLE THOSE WHO WOULD OTHERWISE NOT HAVE AN OPPORTUNITY TO ENGAGE THEIR VOICE IN PUBLIC DISCOURSE TO DO SO AND ARE ALL OPEN TO THE PUBLIC AND OFFERED AT NO CHARGE, THEREBY MEETING THE REQUIREMENTS OF 1.17A-9T(F)(3)(III)(D). | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38506 | OtherCostOrOtherBasis |
| Depreciation | 11719 | Depreciation |
| Book Value | 26787 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23465 | OtherCostOrOtherBasis |
| Depreciation | 10345 | Depreciation |
| Book Value | 13120 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39907 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SECURITY DEPOSITS | 13765 |
| SURRENDER VALUE LIFE INSURANCE | 93456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 107221 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED LEASE BENEFIT | Description |
| Amount | $12,174 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12174 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 814303 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3958 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -3958 | RevenueNotRptdF990 |
| Revenue Subtotal | 818261 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 818261 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1371926 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1371926 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1371926 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE INSTITUTE COMPLIES WITH THE PROVISIONS OF THE STATEMENT OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN ORTMANS | ||||||||||||||
| PRESIDENT/DIRECTOR | 583140 | 0 | 0 | 0 | 0 | 0 | 12950 | 0 | 0 | 0 | 596090 | 0 | 0 | 0 |
| MARK MARICH | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 157019 | 0 | 0 | 0 | 0 | 0 | 4694 | 0 | 0 | 0 | 161713 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DIRECTORS, PRESIDENT, TREASURER, AND EXECUTIVE VICE PRESIDENT ARE PROVIDED WITH THE 990 BEFORE IT IS FILED, AND ARE ENCOURAGED TO REVIEW IT CAREFULLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | NOT ONLY HAVE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGNED THE CONFLICT OF INTEREST POLICY STATING THAT THEY AGREE TO NOTIFY THE BOARD OF ANY CONFLICT OF INTEREST, BUT THEY ARE REMINDED OF THE POLICY AT EACH BOARD MEETING. FUTHERMORE, THE POINT PERSON EMPLOYEE FOR THE WHISTLEBLOWER POLICY ENCOURAGES EMPLOYEES TO DISCLOSE INFORMATION ABOUT ANY ACTIVITIES THAT MIGHT BE REVIEWED AS POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE HAVE BEEN NO REVIEWS OR ADJUSTMENTS TO SENIOR MANAGEMENT COMPENSATION. ANY FURTHER COMPENSATION REVIEWS, WHICH FALL WITHIN THE BOARD ADOPTED POLICY WILL BE LED BY AN INDEPENDENT BOARD MEMBER, WILL NOT INVOLVE THE PERSON CONCERNED, AND WILL BE BASED ON CONTEMPORANEOUS COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S MAIN GOVERNING DOCUMENTS, INCLUDING ITS POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE PUBLIC FORUM INSTITUTE BY THE PUBLIC UPON REQUEST. |
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