CATO INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349305506
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T15:22:08-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS MEEGAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720B ROCKLEDGE DRIVE SUITE 750 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237432162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATO INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TRISHA LINE | InCareOfName |
| Name Control | CATO | NameControl |
| Phone | 2028420200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN ALLISON | Name |
| Title | PRESIDENT | Title |
| Phone | 2028420200 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016547555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN ALLISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24655023 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 31736230 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20782297 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 547548 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 789744 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -34275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 82622 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 847560 | OtherRevenuePriorYear |
| Other Revenue Current Year | 351702 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33097063 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22006365 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 618588 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 873596 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11506629 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12960835 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2929889 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10219511 | OtherExpensePriorYear |
| Other Expenses Current Year | 12194414 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22344728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26028845 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10752335 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4022480 | RevenuesLessExpensesCY |
| Total Assets BOY | 67083178 | TotalAssetsBOY |
| Total Assets EOY | 60639117 | TotalAssetsEOY |
| Total Liabilities BOY | 4364662 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1907422 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62718516 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 58731695 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11426053 | Expense |
| Grants | 623596 | Grants |
| Description | POLICY ANALYSIS AND RESEARCH - STUDY AND EXAMINATION OF AREAS SUCH AS HEALTH CARE, INTERNATIONAL ECONOMICS AND DEVELOPMENT, TRADE POLICY, REGULATORY STUDIES, ENVIRONMENT, FOREIGN POLICY AND DEFENSE, EDUCATION, CONSTITUTIONAL STUDIES, FISCAL POLICY, AND DOMESTIC ISSUES IN ORDER TO PROMOTE AND DISSEMINATE LIBERTARIAN PHILOSOPHY AND IDEAS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4990723 | Expense |
| Revenue | 367509 | Revenue |
| Description | PUBLICATIONS AND MEDIA - INCLUDES 29 POLICY ANALYSES, 2 DEVELOPMENT POLICY PAPERS, 3 TRADE POLICY PAPERS AND 4 TAX AND BUDGET BULLETINS. ALSO 4 ISSUES OF REGULATION MAGAZINE, 3 ISSUES OF CATO JOURNAL, 12 AUDIO CD'S AND 6 BOOKS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3325014 | Expense |
| Grants | 250000 | Grants |
| Revenue | 789744 | Revenue |
| Description | CONFERENCES AND FORUMS/SEMINARS - CATO SPONSORED 522 FORUMS AND SEMINARS WITH TOPICS INCLUDING CONSTITUTIONAL STUDIES, MONETARY POLICY, LIMITED GOVERNMENT, HEALTH CARE, INTERNATIONAL TRADE AND ECONOMICS, TECHNOLOGY, FREE MARKETS, ENVIRONMENT, TERRORISM AND DEFENSE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 19741790 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 196 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 224 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | 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 | 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 | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | 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 | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TRISHA LINE | NamePerson |
| Telephone Number | 2028420200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| FRANK BOND | ||||||||
| DIRECTOR EMERITUS | 2.5 | 0.0 | X | 0 | 0 | 0 | ||
| RICHARD J DENNIS | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| JOHN C MALONE | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| LEWIS E RANDALL | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| HOWARD S RICH | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| JEFFREY S YASS | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| FRED YOUNG | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| EDWARD H CRANE | ||||||||
| PRESIDENT THROUGH 9/30/12 | 40.0 | X | 1661010 | 37227 | X | |||
| ETHELMAE C HUMPHREYS | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| DAVID H KOCH | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| DONALD G SMITH | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| ROBERT A LEVY | ||||||||
| CHAIRMAN | 2.5 | X | 0 | 0 | 0 | X | ||
| K TUCKER ANDERSEN | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| WILLIAM DUNN | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| KEVIN GENTRY | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| NANCY PFOTENHAUER | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| CHARLES G KOCH | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| PRESTON MARSHALL | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| ANDREW NAPOLITANO | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| THEODORE B OLSON | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| KATHRYN WASHBURN | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| JOHN A ALLISON | ||||||||
| PRESIDENT EFFECTIVE 10/1/12 | 40.0 | X | 128349 | 0 | 9000 | X | ||
| NESTOR WEIGAND JR | ||||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | |||
| DAVID BOAZ | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 259712 | 0 | 23303 | X | |||
| WILLIAM ERICKSON | ||||||||
| VP OF FINANCE & ADMINISTRATION | 40.0 | 177343 | 0 | 24892 | X | |||
| ANTHONY PRYOR | ||||||||
| SECRETARY | 40.0 | 77672 | 0 | 2583 | X | |||
| ROGER PILON | ||||||||
| VP for Legal Affairs | 40.0 | 174659 | 0 | 27321 | X | |||
| JAGADEESH GOKHALE | ||||||||
| SENIOR FELLOW | 40.0 | 163346 | 0 | 23341 | X | |||
| ANDREI ILLIARNOV | ||||||||
| SENIOR FELLOW | 40.0 | 171420 | 0 | 14455 | X | |||
| MARK CALABRIA | ||||||||
| SENIOR FELLOW | 40.0 | 161193 | 0 | 16837 | X | |||
| KHRISTINE BROOKES | ||||||||
| VP FOR COMMUNICATIONS | 40.0 | 154621 | 0 | 21595 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3129325 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 200554 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NETWORK ALLIANCE INC | |||||
| 11130 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | OUTSOURCED IT | 427690 |
| RST MARKETING | |||||
| 1272 CORPORATE PARK ROAD | FOREST | VA | 24551 | PRINTING AND MAILING | 304293 |
| LEVEL 3 COMMUNICATIONS LLC | |||||
| PO BOX 910182 | DENVER | CO | 80291 | INTERNET AND HOSTING | 166668 |
| MARKER PRINTING AND GRAPHICS | |||||
| 38834 WILSON AVENUE | SELBYVILLE | DE | 19975 | PRINTING AND MAILING | 179468 |
| POLISINELLI SHUGHART PC | |||||
| 700 WEST 47TH STREET SUITE 1000 | KANSAS CITY | MO | 64112 | LEGAL SERVICES | 782359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| All Other Contributions | 20782297 | AllOtherContributions |
| Noncash Contributions | 1689596 | NoncashContributions |
| Total Contributions | 20782297 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONFERENCES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 789744 | TotalRevenueColumn |
| Related Or Exempt Function Income | 789744 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 789744 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75050 | TotalRevenueColumn |
| Exclusion | $75,050 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28741 | TotalRevenueColumn |
| Exclusion | $28,741 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90434 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90434 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90434 | TotalRevenueColumn |
| Exclusion | $90,434 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2512324 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2494531 | Securities |
| Other | 10221 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17793 | Securities |
| Other | -10221 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7572 | TotalRevenueColumn |
| Exclusion | $7,572 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 367509 | GrossSalesOfInventory |
| Cost Of Goods Sold | 143906 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 223603 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 6631 | 6631 | |
| MAILING LIST SALES | 900004 | 2293 | $2,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8924 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22006365 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1019978 | RelatedOrExemptFunctionIncome |
| Exclusion | $204,090 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196 | Total |
| Program Services | 196 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308400 | Total |
| Program Services | 308400 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565000 | Total |
| Program Services | 565000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1995158 | Total |
| Program Services | 998996 | ProgramServices |
| Management And General | 407967 | ManagementAndGeneral |
| Fundraising | 588195 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8810732 | Total |
| Program Services | 7573801 | ProgramServices |
| Management And General | 603611 | ManagementAndGeneral |
| Fundraising | 633320 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582776 | Total |
| Program Services | 441523 | ProgramServices |
| Management And General | 31978 | ManagementAndGeneral |
| Fundraising | 109275 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864267 | Total |
| Program Services | 708071 | ProgramServices |
| Management And General | 100347 | ManagementAndGeneral |
| Fundraising | 55849 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707902 | Total |
| Program Services | 575751 | ProgramServices |
| Management And General | 59683 | ManagementAndGeneral |
| Fundraising | 72468 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542072 | Total |
| Program Services | 30070 | ProgramServices |
| Management And General | 508836 | ManagementAndGeneral |
| Fundraising | 3166 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45843 | Total |
| Management And General | 45843 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121992 | Total |
| Program Services | 21091 | ProgramServices |
| Management And General | 100901 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1911120 | Total |
| Program Services | 1378648 | ProgramServices |
| Management And General | 293373 | ManagementAndGeneral |
| Fundraising | 239099 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372635 | Total |
| Program Services | 364302 | ProgramServices |
| Fundraising | 8333 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2890995 | Total |
| Program Services | 2024515 | ProgramServices |
| Management And General | 365616 | ManagementAndGeneral |
| Fundraising | 500864 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50467 | Total |
| Program Services | 39179 | ProgramServices |
| Management And General | 5496 | ManagementAndGeneral |
| Fundraising | 5792 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731557 | Total |
| Program Services | 549608 | ProgramServices |
| Management And General | 100785 | ManagementAndGeneral |
| Fundraising | 81164 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282428 | Total |
| Program Services | 1107055 | ProgramServices |
| Management And General | 40738 | ManagementAndGeneral |
| Fundraising | 134635 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145876 | Total |
| Program Services | 1123130 | ProgramServices |
| Management And General | 12738 | ManagementAndGeneral |
| Fundraising | 10008 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6435 | Total |
| Management And General | 6435 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1480503 | Total |
| Program Services | 1128243 | ProgramServices |
| Management And General | 185985 | ManagementAndGeneral |
| Fundraising | 166275 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111854 | Total |
| Management And General | 111854 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 265912 | 265912 | ||
| TAXES & LICENSES | 310919 | 31 | 310888 | |
| HONORARIUM | 355170 | 1000 | 354170 | |
| DUES/SUBSCRIPTIONS/BOOKS | 241926 | 30390 | 18559 | 192977 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326710 | Total |
| Program Services | 257064 | ProgramServices |
| Management And General | 45533 | ManagementAndGeneral |
| Fundraising | 24113 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26028845 | Total |
| Program Services | 19741790 | ProgramServices |
| Management And General | 3357166 | ManagementAndGeneral |
| Fundraising | 2929889 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244782 | Total |
| Program Services | 192731 | ProgramServices |
| Management And General | 4924 | ManagementAndGeneral |
| Fundraising | 47128 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14387610 | BOY |
| EOY | 12233650 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9039201 | BOY |
| EOY | 5882737 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46199 | BOY |
| EOY | 28062 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151646 | BOY |
| EOY | 230809 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336267 | BOY |
| EOY | 163753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49011029 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10032965 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39279283 | BOY |
| EOY | 38978064 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2762368 | BOY |
| EOY | 3036238 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079604 | BOY |
| EOY | 85504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67083178 | BOY |
| EOY | 60639117 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2657818 | BOY |
| EOY | 1048087 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19804 | BOY |
| EOY | 10000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106939 | BOY |
| EOY | 46643 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580101 | BOY |
| EOY | 802692 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4364662 | BOY |
| EOY | 1907422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44993581 | BOY |
| EOY | 45016738 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15714838 | BOY |
| EOY | 10704860 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010097 | BOY |
| EOY | 3010097 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62718516 | BOY |
| EOY | 58731695 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67083178 | BOY |
| EOY | 60639117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -4022480 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 35659 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
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 | 19129916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29717643 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39253053 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31736230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20782297 | CurrentTaxYear |
| Total | 140619139 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19129916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29717643 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39253053 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31736230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20782297 | CurrentTaxYear |
| Total | 140619139 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15102885 | AmountsSubstContributorsTotal |
| Public Support Total170 | 125516254 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 522010 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 726009 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 430432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 358994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 194225 | CurrentTaxYear |
| Total | 2231670 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7704 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 354940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8924 | CurrentTaxYear |
| Total | 379362 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 143230171 | TotalSupport |
| Gross Receipts From Admissions Etc | 5342603 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87633 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88850 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | 80912 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 80912 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3010097 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 61866 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 61866 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 66530 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 66530 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 4536 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4536 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 42254 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 42254 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9656037 | OtherCostOrOtherBasis |
| Book Value | 9656037 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34611397 | OtherCostOrOtherBasis |
| Depreciation | 8771173 | Depreciation |
| Book Value | 25840224 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4743595 | OtherCostOrOtherBasis |
| Depreciation | 1261792 | Depreciation |
| Book Value | 3481803 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38978064 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $233,068 |
| CHARITABLE GIFT ANNUITY | $288,374 |
| LONG-TERM ACCRUED EXPENSES | $281,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 802692 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 22161357 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 35659 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 35659 | RevenueNotRptdF990 |
| Revenue Subtotal | 22125698 | RevenueSubtotal |
| Investment Expenses Not Included | 34794 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -154127 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -119333 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22006365 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26148178 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 154127 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 154127 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25994051 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34794 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 34794 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26028845 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, QUESTION 4 | TO SUPPORT THE OPERATIONAL COSTS OF CATO'S CONSTITUTIONAL STUDIES and student PROGRAMs THROUGH THE ANNUAL EARNINGS OF THE ENDOWMENT NET ASSETS. |
| OTHER REVENUE INCLUDED ON RETURN NOT ON BOOKS | SCHEDULE D, PART XI, LINE 4B | COST OF GOODS SOLD (143,906) LOSS ON DISPOSAL OF ASSETS (10,221) ---------- $(154,127) |
| OTHER EXPENSES INCLUDED ON LINE 1, NOT ON FORM 990 | SCHEDULE D, PART XII, LINE 2D | COST OF GOODS SOLD (143,906) LOSS ON DISPOSAL OF ASSETS (10,221) ---------- $154,127 |
| FIN 48 FINANCIAL STATEMENT DISCLOSURE | SCHEDULE D, PART X, LINE 2 | CATO HAS BEEN GRANTED TAX-EXEMPT STATUS AS A PUBLIC CHARITY WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALTHOUGH THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAX, IT IS SUBJECT TO TAX ON CERTAIN UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2013 AND 2012; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. CATO BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CATO RECOGNIZES INTEREST EXPENSE AND PENALTIES ON ITS TAX POSITIONS IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE STATEMENTS OF FINANCIAL POSITION. TAX YEARS PRIOR TO 2009 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) OR THE TAX JURISDICTIONS OF KANSAS AND THE DISTRICT OF COLUMBIA. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Number Of EmployeesNumberOfEmployees | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | 50000 | ||
| Russia and the Newly Independent States | Grantmaking | 245000 | ||
| East Asia and the Pacific | Grantmaking | 250000 | ||
| South America | Grantmaking | 20000 | ||
| South America | Program Services | 49753 | 2 | CONFERENCES/WEBSITE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 614753 | SubtotalAmountSpent |
| Total Amount Spent | 614753 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Russia and the Newly Independent States | Region |
| Purpose Of Grant | PROM LIBERTY | PurposeOfGrant |
| Amount Of Cash Grant | 245000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | Europe (Including Iceland and Greenland) | 1 | 50000 | WIRE | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | South America | 1 | 20000 | WIRE | N/A | N/A |
| FRIEDMAN PRIZE | East Asia and the Pacific | 1 | 250000 | WIRE | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STIPENDS FOR SENIOR FELLOWS/ADJUNCT SCHOLARS | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 308400 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PART 1, LINE 2 | ReturnReference |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD H CRANE | ||||||||||||||
| PRESIDENT THROUGH 9/30/12 | 470273 | 2212 | 1188525 | 22500 | 14727 | 1698237 | 1000000 | |||||||
| DAVID BOAZ | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 257500 | 2212 | 0 | 17650 | 5653 | 283015 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| WILLIAM ERICKSON | ||||||||||||||
| VP OF FINANCE & ADMINISTRATION | 175233 | 2110 | 0 | 12761 | 12131 | 202235 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| ROGER PILON | ||||||||||||||
| VP for Legal Affairs | 172447 | 2212 | 0 | 12600 | 14721 | 201980 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| JAGADEESH GOKHALE | ||||||||||||||
| SENIOR FELLOW | 161134 | 2212 | 0 | 11704 | 11637 | 186687 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| ANDREI ILLIARNOV | ||||||||||||||
| SENIOR FELLOW | 167200 | 2220 | 2000 | 8299 | 6156 | 185875 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| MARK CALABRIA | ||||||||||||||
| SENIOR FELLOW | 159000 | 2193 | 0 | 11057 | 5780 | 178030 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| KHRISTINE BROOKES | ||||||||||||||
| VP FOR COMMUNICATIONS | 152409 | 2212 | 0 | 11137 | 15458 | 181216 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Deferred Compensation Plan | Schedule J, Line 4b | A $200,000 contribution was made to EDWARD CRANE'S deferred compensation plan during fiscal year 3/31/2013. EDWARD CRANE WAS PAID HIS VESTED PORTION OF DEFERRED COMPENSAION UPON LEAVING CATO. |
| WRITTEN POLICY REGARDING REIMBURSEMENT | SCHEDULE J, LINE 1B | THE BOARD APPROVED THE NEW PRESIDENT'S HOUSING ALLOWANCE AS PART OF HIS EMPLOYMENT AGREEMENT. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1689596 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV DATE OF RECEIPT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCESS USED TO REVIEW FORM 990 | PART VI, SECTION A, QUESTION 11B | A DRAFT 990 IS PROVIDED TO EACH MEMBER FOR REVIEW AND COMMENT PRIOR TO FINALIZATION. |
| MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12C | CATO REVIEWS CONFLICT OF INTEREST DISCLOSURES. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR, officer or key employee WITH THE CONFLICT IS REQUIRED TO CORRECT THE SITUATION OR either step down from the board or FACE TERMINATION FROM EMPLOYMENT. |
| PROCESS FOR DETERMINING COMPENSATION | PART VI, SECTION B, QUESTION 15A | INDEPENDENT CONTRACTOR REVIEWS COMPENSATION/BENEFITS. THE BOARD DISCUSSES AND APPROVES EXECUTIVE COMPENSATION/BENEFITS BASED ON RESULTS OF THE INDEPENDENT STUDY. |
| MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT THE GOVERNING BODY | PART VI, SECTION A, QUESTION 7A | DURING FISCAL YEAR END 2013, CATO CONVERTED FROM A STOCK CORPORATION TO A KANSAS NONSTOCK CORPORATION WITH MEMBERS OF THE BOARD VOTING TO APPROVE AND REMOVE MEMBERS. |
| DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL | PART VI, SECTION A, QUESTION 7B | MEMBERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE DIRECTORS WITH A MAJORITY VOTE. |
| HOW THE ORGANIZATION MAKES ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, QUESTION 19 | CATO'S BYLAWS, ARTICLES OF INCORPORATION, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE WHO REQUESTS THEM. FURTHER, CATO HAS ALWAYS COMPLIED, AND WILL CONTINUE TO COMPLY, WITH THE MANDATE THAT FORM 990 BE MADE PUBLICLY AVAILABLE. |
| DIRECTOR RELATIONSHIPS | PART VI, LINE 2 | DIRECTOR DAVID H. KOCH AND FORMER DIRECTOR CHARLES G. KOCH ARE BROTHERS. FORMER DIRECTOR KEVIN GENTRY IS EMPLOYED BY DAVID AND CHARLES KOCH. |
| SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS | PART VI, SECTION A, LINE 4 | DURING FISCAL YEAR END 2013, CATO CONVERTED FROM A STOCK CORPORATION TO A KANSAS NONSTOCK CORPORATION WITH MEMBERS. AS A RESULT, CATO RESTATED ITS ARTICLES OF INCORPORATION AND BY-LAWS. |
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