2013-08-21T09:07:01-05:00 2012-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2012-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 MARK SMALLWOOD 6106831400 2013-08-20 1 JENNIFER SOLOT P00749373 2155677770 2012 2016-02-24 21:20:13Z MARK SMALLWOOD 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 6657966 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET THROUGH ORGANIC LEADERSHIP. 12 11 50 89 0 0 2916424 2217576 0 0 386238 207760 414830 525404 3717492 2950740 0 8000 0 0 1898706 1981677 0 0 160546 1250922 942956 3149628 2932633 567864 18107 20249150 20718495 247685 218779 20001465 20499716 X THROUGH ORGANIC LEADERSHIP, WE IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. SINCE OUR FOUNDING IN 1947, WE'VE BEEN RESEARCHING THE BEST PRACTICES OF ORGANIC AGRICULTURE AND SHARING OUR FINDINGS WITH FARMERS AND SCIENTISTS THROUGHOUT THE WORLD, ADVOCATING FOR POLICIES THAT SUPPORT FARMERS, AND EDUCATING CONSUMERS ABOUT HOW GOING ORGANIC IS THE HEALTHIEST OPTION FOR PEOPLE AND THE PLANET. 0 0 712143 417312 FARM OPERATIONS - FARM OPERATIONS CONDUCTS ON THE GROUND WORK, TEACHING FARMERS EFFECTIVE ORGANIC GROWING PRACTICES. OUR DIVERSE OPERATION INCLUDES HERITAGE BREED LIVESTOCK, ORGANIC APPLE PRODUCTION, NO-TILL ORGANIC PRODUCTION FOR GRAIN CROPS AND VEGETABLES, ORGANIC WEED MANAGEMENT, MEASUREMENT OF SOIL CARBON ACCRUAL, PRODUCTION AND USE OF MYCORRHIZAL INOCULUM, AND INTEGRATION OF PASTURE INTO ORGANIC CROP ROTATIONS. IN ADDITION, WE HAVE SIX ACRES OF FOOD PRODUCTION AS PART OF A NEW FARMER TRAINING PROGRAM AGRICULTURE SUPPORTED COMMUNITIES. THIS PROGRAM ALLOWS US TO BRING FRESH, HIGH-QUALITY ORGANIC FOOD TO UNDERSERVED COMMUNITIES AND PROVIDES A VIABLE BUSINESS MODEL FOR NEW OR ESTABLISHED FARMERS WHO WANT TO ENTER THESE MARKETS. 852923 RESEARCH PROGRAMS - UNDER THE LEADERSHIP OF DR. ELAINE INGHAM, THERODALE INSTITUTE RESEARCH PROGRAM FOCUSES ON PROMOTING SOIL HEALTHTHROUGH THE USE OF SOIL MICROBIOLOGY. BY FOCUSING ON THE LIFE IN THE SOIL, RODALE INSTITUTE RESEARCHERS HELP ORGANIC FARMERS STRENGTHEN YIELDS WHILE INCREASING ECONOMIC VIABILITY. THE RESEARCH PROGRAM AT RODALE INSTITUTE ALSO AIMS TO WORK WITH CONVENTIONAL FARMERS TO HELP CONVERT THEM TO ORGANIC PRACTICES. USING RESEARCH FROM TRIALS, OUR STAFF STUDIES IMPROVED ORGANIC MANAGEMENT METHODS, WEED MANAGEMENT, SOIL FERTILITY, AND WATER QUALITY. ADDITIONAL ASPECTS OF THE PROGRAM INCLUDE STUDYING NUTRIENT MANAGEMENT IN ORGANIC NO-TILL SYSTEMS AS WELL AS STUDYING IMPROVED TECHNIQUES FOR COMPOST MANAGEMENT. IN ADDITION, OUR RESEARCH TEAM COMPARES THE ECONOMICS, ENERGY USE AND SOIL HEALTH OF ORGANIC AND CONVENTIONAL FARMING TECHNIQUES IN OUR 30 YEAR FARMING SYSTEMS TRIAL. STAFF SHARES FINDINGS WITH FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE GENERAL PUBLIC THROUGH HANDS ON FIELD DAYS, CONFERENCES, WORKSHOPS, SEMINARS, SYMPOSIUMS AND INNOVATIVE ONLINE INTERACTIVE TOOLS. 610761 8000 COMMUNICATIONS - TO SHARE OUR RESEARCH AND PROMOTE THE BENEFITS OFORGANIC AGRICULTURE TO FARMERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. 2175827 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 50 1 0 1 SG 0 0 0 1 1 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY 1.00 X X 0 0 0 MARIA RODALE 1.00 X X 0 0 0 MARK KINTZEL 1.00 X X 0 0 0 DREW BECHER 1.00 X 0 0 0 GEORGE BIRD 1.00 X 0 0 0 LORNA DONALDSON 1.00 X 0 0 0 KIM LARSON 1.00 X 0 0 0 MICHEL NISCHAN 1.00 X 0 0 0 HELEN PISZEK NELSON 1.00 X 0 0 0 LOUISE SCHORN SMITH CPA 1.00 X 0 0 0 ARRAN STEPHENS 1.00 X 0 0 0 MARK SMALLWOOD 40.00 X X 125000 0 17495 125000 0 17495 1 0 0 0 0 108355 480371 1628850 64007 2217576 222828 222828 1049 1049 3545000 3560068 -15068 -15068 -15068 25442 108355 68213 -42771 -42771 496257 78945 417312 417312 INT - DISQ PERSON 900099 71945 71945 EXPENSE REIMBURSEMENTS 900099 46430 46430 OTHER REVENUE 900099 21895 21895 9544 9544 149814 2950740 417312 0 315852 8000 8000 142495 72673 49873 19949 1391225 1055096 252579 83550 53890 38911 11149 3830 283570 204749 58666 20155 110497 79783 22860 7854 63653 14710 48943 290827 245301 45526 75555 69588 5967 89648 87702 1946 53343 34035 13175 6133 EQUIP RENTAL/MAINT 90839 57688 19867 13284 DUES AND SUBSCRIPTIONS 21102 13423 1888 5791 257989 194168 63821 2932633 2175827 596260 160546 165244 286725 2315077 1527991 757408 289380 118720 24597 6654963 6557463 12669 31371 73523 46759 3889164 1071596 2856523 2817568 7277727 9118953 17296 17688 20249150 20718495 226628 188209 21057 30570 247685 218779 X 8774539 9333882 10584150 10490588 642776 675246 20001465 20499716 20249150 20718495 18107 480144 0 X 0 1 X 1 0 X 3430194 2777814 2235439 2916424 2217576 13577447 3430194 2777814 2235439 2916424 2217576 13577447 3349784 10227663 113403 81478 50977 118022 223877 587757 102987 145157 98343 145869 103384 595740 14760944 1686888 0.69290 0.65290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 5405552 218422 268941 5355033 1734015 5000522 59055 1388040 5405552 1528509 500 205006 1734015 1370203 5018 153288 1528509 1924494 1000 -555291 1370203 0.12610 0.87390 0 0 2589147 2589147 1300017 1071596 228421 2817568 X 3740863 480144 162821 147158 790123 2950740 0 2950740 3242612 162821 147158 309979 2932633 0 2932633 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENTS ARE AVAILABLE FOR THE OPERATIONS AND MAINTENANCE OF RODALE RESEARCH CENTER AND GENERAL OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND THE STANDARD HAD NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 78,945. FUNDRAISING EXPENSES 68,213. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 78,945. FUNDRAISING EXPENSES 68,213. ORGANIC PIONEERS AWARD 133797 108355 25442 13311 15955 38947 133797 108355 25442 13311 15955 38947 68213 -42771 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED THROUGH THE EXAMINATION OF REQUIRED REPORTING BY THE GRANTEE. BOTH A MID-YEAR AND FINAL REPORT ON THE PERIOD IS REQUIRED. RODALE INC TO PURCHASE STOCK X 1030580 1030580 0 1 1 RODALE INC TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. X 7100000 5526883 0 1 1 6557463 X SUPPLIES 21 50861 FMV DATE OF DONATION 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.