THE REASON FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE REASON FOUNDATION (EIN 95-3298239)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-15
- IRS object ID
- 201330469349301933
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T13:31:10-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952399533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953298239 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REASON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REAS | NameControl |
| Phone | 3103912245 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5737 MESMER AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 902306316 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID NOTT | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 3103912245 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENIFER SIOU | Name |
| PTIN | P00616514 | PTIN |
| Phone | 3102732501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DAVID NOTT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5737 MESMER AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 902306316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9281200 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.REASON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE A FREE SOCIETY BY DEVELOPING, APPLYING, AND PROMOTING LIBERTARIAN PRINCIPLES INCLUDING INDIVIDUAL LIBERTY, FREE MARKETS, AND THE RULE OF LAW. WE USE JOURNALISM AND PUBLIC POLICY RESEARCH TO INFLUENCE THE FRAMEWORKS AND ACTIONS OF POLICYMAKERS, JOURNALISTS, AND OPINION LEADERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 125869 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7179389 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8147254 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 757865 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 895742 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59630 | InvestmentIncomePriorYear |
| Investment Income Current Year | 83768 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81178 | OtherRevenuePriorYear |
| Other Revenue Current Year | -19918 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8078062 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9106846 | 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 | 4162930 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4734453 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 935628 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3623732 | OtherExpensePriorYear |
| Other Expenses Current Year | 4050409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7786662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8784862 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 291400 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 321984 | RevenuesLessExpensesCY |
| Total Assets BOY | 5344900 | TotalAssetsBOY |
| Total Assets EOY | 7352487 | TotalAssetsEOY |
| Total Liabilities BOY | 1091966 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2474484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4252934 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4878003 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE A FREE SOCIETY BY DEVELOPING, APPLYING, AND PROMOTING LIBERTARIAN PRINCIPLES, INCLUDING INDIVIDUAL LIBERTY, FREE MARKETS, AND THE RULE OF LAW. WE USE JOURNALISM AND PUBLIC POLICY RESEARCH TO INFLUENCE THE FRAMEWORKS AND ACTIONS OF POLICYMAKERS, JOURNALISTS, AND OPINION LEADERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1368694 | Expense |
| Description | REASON.TVPRODUCING FREE MARKET IDEAS THROUGH VIDEO JOURNALISM ONLINE504 VIDEOS PRODUCEDAVERAGE OF 917,000 VIDEOS PLAYED EACH MONTH (INCLUDES YOUTUBE.COM PLAYCOUNT) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2961200 | Expense |
| Revenue | 765304 | Revenue |
| Description | REASON MAGAZINEDISCUSSING "FREE MINDS AND FREE MARKETS" SINCE 196811 ISSUES PUBLISHED50,000 PAID/REQUESTED COPIES1,000 NEWSSTAND COPIES SOLDAVERAGE OF 2.4 MILLION USER VISITS PER MONTH AT REASONONLINE | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2229354 | Expense |
| Description | REASON FOUNDATIONRESEARCH AND ANALYSIS OF ISSUES RELATING TO PRIVATIZATION, TRANSPORTATION, EDUCATION, LAND USE AND THE ENVIRONMENT; EDUCATIONAL OUTREACH FROM A LIBERTARIAN PERSPECTIVE TO POLICYMAKERS, RELEVANT STAKEHOLDERS AND THE GENERAL PUBLIC10,000 ARTICLES CITING REASON EXPERTSTOTAL CIRCULATION OF ARTICLES: 850 MILLION1,247 MEDIA APPEARANCES BY REASON EXPERTS13 APPEARANCES TO PROVIDE LEGISLATIVE TESTIMONY; 21 POLICY STUDIES; 12 SURFACE TRANSPORTATION INNOVATIONS NEWSLETTERS; 12 AIR SECURITY NEWSLETTERS; 12 AIR TRAFFIC CONTROL NEWSLETTERS; 4 REASON REPORT NEWSLETTERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 757732 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 757732 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7316980 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | 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 | 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 | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | 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 | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN GRAFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3103912245 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5737 MESMER AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90230 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| THOMAS E BEACH | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| BARON BOND | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DREW A CAREY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DERWOOD S CHASE JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES R CURLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD J DENNIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM A DUNN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID FLEMING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| C BOYDEN GRAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES D JAMESON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MANUEL S KLAUSNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID H KOCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES LINTOTT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN MODZELEWSKI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE F OHRSTROM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROL SANDERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VERNON L SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD A WALLACE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRED M YOUNG JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID NOTT | ||||||
| PRESIDENT & CEO | 40.00 | X | X | 287231 | 0 | 0 |
| ROBERT W POOLE JR | ||||||
| FOUNDER | 40.00 | X | X | 253322 | 0 | 0 |
| MICHAEL ALISSI | ||||||
| VICE PRESIDENT, OPERATIONS | 40.00 | X | 159667 | 0 | 0 | |
| NICHOLAS GILLESPIE | ||||||
| VICE PRESIDENT, REASON ONL | 40.00 | X | 205807 | 0 | 0 | |
| JONATHAN GRAFF | ||||||
| TREASURER, SECRETARY | 40.00 | X | 157309 | 0 | 0 | |
| ADRIAN T MOORE | ||||||
| VICE PRESIDENT, POLICY | 40.00 | X | 172282 | 0 | 0 | |
| JULIAN MORRIS | ||||||
| VICE PRESIDENT, RESEARCH | 40.00 | X | 47001 | 0 | 0 | |
| MATT WELCH | ||||||
| VICE PRESIDENT, MAGAZINE | 40.00 | X | 149649 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1432268 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 84121 | FundraisingEvents |
| All Other Contributions | 8063133 | AllOtherContributions |
| Total Contributions | 8147254 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| SUBSCRIPTION SALES | 900099 | 764873 | 764873 | ||
| ADVERTISING INCOME | 511120 | 108930 | 108930 | ||
| MAILING LIST RENTAL | 511120 | 16939 | 16939 | ||
| RESEARCH INCOME | 900099 | 5000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 895742 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83768 | TotalRevenueColumn |
| Exclusion | $83,768 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 154005 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 84121 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 174354 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20349 | TotalRevenueColumn |
| Exclusion | -$20,349 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 431 | TotalRevenueColumn |
| Related Or Exempt Function Income | 431 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 431 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9106846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 765304 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 125869 | UnrelatedBusinessRevenue |
| Exclusion | $68,419 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1432269 | Total |
| Program Services | 1134015 | ProgramServices |
| Management And General | 91647 | ManagementAndGeneral |
| Fundraising | 206607 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2800927 | Total |
| Program Services | 2368971 | ProgramServices |
| Management And General | 108819 | ManagementAndGeneral |
| Fundraising | 323137 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202428 | Total |
| Program Services | 166481 | ProgramServices |
| Management And General | 9821 | ManagementAndGeneral |
| Fundraising | 26126 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298829 | Total |
| Program Services | 248315 | ProgramServices |
| Management And General | 13594 | ManagementAndGeneral |
| Fundraising | 36920 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4113 | Total |
| Program Services | 3800 | ProgramServices |
| Management And General | 86 | ManagementAndGeneral |
| Fundraising | 227 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 12366 | ProgramServices |
| Management And General | 712 | ManagementAndGeneral |
| Fundraising | 1922 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247876 | Total |
| Program Services | 234206 | ProgramServices |
| Management And General | 1135 | ManagementAndGeneral |
| Fundraising | 12535 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136446 | Total |
| Program Services | 110343 | ProgramServices |
| Management And General | 5720 | ManagementAndGeneral |
| Fundraising | 20383 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383758 | Total |
| Program Services | 321242 | ProgramServices |
| Management And General | 17410 | ManagementAndGeneral |
| Fundraising | 45106 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543384 | Total |
| Program Services | 421677 | ProgramServices |
| Management And General | 10291 | ManagementAndGeneral |
| Fundraising | 111416 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22749 | Total |
| Program Services | 18848 | ProgramServices |
| Management And General | 1066 | ManagementAndGeneral |
| Fundraising | 2835 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78769 | Total |
| Program Services | 65877 | ProgramServices |
| Management And General | 3730 | ManagementAndGeneral |
| Fundraising | 9162 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 1292235 | 1260421 | 7033 | 24781 |
| MANUFACTURING AND DISTR | 526071 | 525460 | 16 | 595 |
| UNFULFILLED PLEDGES | 250000 | 0 | 250000 | 0 |
| MISCELLANEOUS | 106141 | 93334 | 5044 | 7763 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443867 | Total |
| Program Services | 331624 | ProgramServices |
| Management And General | 6130 | ManagementAndGeneral |
| Fundraising | 106113 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8784862 | Total |
| Program Services | 7316980 | ProgramServices |
| Management And General | 532254 | ManagementAndGeneral |
| Fundraising | 935628 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537954 | BOY |
| EOY | 552344 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678660 | BOY |
| EOY | 24883 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476889 | BOY |
| EOY | 305350 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67758 | BOY |
| EOY | 79069 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3452779 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 914762 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31038 | BOY |
| EOY | 2538017 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3428157 | BOY |
| EOY | 3670890 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124444 | BOY |
| EOY | 181934 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5344900 | BOY |
| EOY | 7352487 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664207 | BOY |
| EOY | 1070924 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427759 | BOY |
| EOY | 364694 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1038866 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091966 | BOY |
| EOY | 2474484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4107705 | BOY |
| EOY | 4778375 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101950 | BOY |
| EOY | 55349 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43279 | BOY |
| EOY | 44279 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4252934 | BOY |
| EOY | 4878003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5344900 | BOY |
| EOY | 7352487 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 321984 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 303085 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 6267769 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6093799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6399733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7123746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8063133 | CurrentTaxYear |
| Total | 33948180 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6267769 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6093799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6399733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7123746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8063133 | CurrentTaxYear |
| Total | 33948180 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33948180 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83768 | CurrentTaxYear |
| Total | 389660 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1983 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1211 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2082 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 431 | CurrentTaxYear |
| Total | 6890 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 34344730 | TotalSupport |
| Gross Receipts From Admissions Etc | 3950695 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98330 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9391 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9391 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8023588 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8032979 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 551649 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 137912 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 476173 | CurrentYearMinus3 |
| Current Year Minus2 | 462539 | CurrentYearMinus2 |
| Current Year Minus1 | 505245 | CurrentYearMinus1 |
| Current Year | 551649 | CurrentYear |
| Total | 1995606 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,993,409 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 12067 | CurrentYearMinus3 |
| Current Year Minus2 | 2077 | CurrentYearMinus2 |
| Current Year | 9391 | CurrentYear |
| Total | 23535 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 119043 | CurrentYearMinus3 |
| Current Year Minus2 | 115635 | CurrentYearMinus2 |
| Current Year Minus1 | 126311 | CurrentYearMinus1 |
| Current Year | 137912 | CurrentYear |
| Total | 498901 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $748,352 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43279 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 44279 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42279 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 43279 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41279 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 42279 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40279 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 41279 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1908473 | OtherCostOrOtherBasis |
| Book Value | 1908473 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 527874 | OtherCostOrOtherBasis |
| Book Value | 527874 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21725 | OtherCostOrOtherBasis |
| Depreciation | 21725 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 994707 | OtherCostOrOtherBasis |
| Depreciation | 893037 | Depreciation |
| Book Value | 101670 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2538017 | TotalOfBookValueLandBuildings |
| Total Revenue | 9106846 | TotalRevenue |
| Total Expenses | 8784862 | TotalExpenses |
| Excess Or Deficit For Year | 321984 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 303085 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 303085 | TotalAdjustments |
| Excess Or Deficit Per FS | 625069 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9584282 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 303083 | NetUnrealizedGainsInvestments |
| Other Revenues | 174353 | OtherRevenues |
| Revenue Not Rptd F990 | 477436 | RevenueNotRptdF990 |
| Revenue Subtotal | 9106846 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9106846 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8959216 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 174354 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 174354 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8784862 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8784862 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). THE FOUNDATION IS SUBJECT TO A 2% (1% IF CERTAIN CRITERIA ARE MET) FEDERAL EXCISE TAX ON NET INVESTMENT INCOME. AS REQUIRED BY FASB ASC NUMBER 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT OF THE FOUNDATION DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION'S RETURNS FOR THE YEARS ENDED SEPTEMBER 30, 2009, 2010, AND 2011, ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REASON WEEKEND 174,353. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | REASON WEEKEND 174,353. ROUNDING 1. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | REASON WEEKEND | NameOfEvent1 |
| Gross Receipts Event1 | 238126 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 84121 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 154005 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 174354 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 238126 | GrossReceiptsTotal |
| Charitable Contributions Total | 84121 | CharitableContributionsTotal |
| Gross Revenue Total Events | 154005 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 174354 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 174354 | DirectExpenseSummaryEvents |
| Net Income Summary | -20349 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID NOTT | |||||||||||||
| 212231 | 0 | 75000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 287231 | 0 | 0 | 0 |
| ROBERT W POOLE JR | |||||||||||||
| 223322 | 0 | 30000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 253322 | 0 | 0 | 0 |
| MICHAEL ALISSI | |||||||||||||
| 121667 | 0 | 38000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 159667 | 0 | 0 | 0 |
| NICHOLAS GILLESPIE | |||||||||||||
| 175807 | 0 | 30000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 205807 | 0 | 0 | 0 |
| JONATHAN GRAFF | |||||||||||||
| 132309 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 157309 | 0 | 0 | 0 |
| ADRIAN T MOORE | |||||||||||||
| 142282 | 0 | 30000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 172282 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERI MOORE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OFFICER'S SPOUSE | Relationship |
| Amount Of Transaction | 4548 | AmountOfTransaction |
| Description Of Transaction | RUNS A COMPANY WHICH PERFORMS EDITING SERVICES FOR THE FOUNDATION STUDIES. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING WITH THE IRS THE DRAFT 990 WILL BE EMAILED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW, FEEDBACK WILL BE PROVIDED TO THE CFO. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND OFFICERS OF THE FOUNDATION WILL COMPLETE A FORM TO CERTIFY THAT THERE ARE NO EXISTING CONFLICTS. IF THERE ARE ANY CHANGES TO THAT STATUS THEY WILL COMPLETE AND SUBMIT ANOTHER FORM. OTHER EMPLOYEES HAVE CERTIFIED THAT THEY ARE AWARE OF THE POLICY AND WILL DISCUSS AND POTENTIAL CONFLICTS WITH THEIR IMMEDIATE SUPERVISOR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABLE DATA WAS ASSEMBLED FROM PUBLIC 990 FILINGS FOR SIMILAR POSITIONS WITHIN OTHER NONPROFIT ORGANIZATIONS AND PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES WITH RECOMMENDATIONS FOR COMPENSATION. THE FINANCE COMMITTEE THEN DISCUSSED AND APPROVED COMPENSATION IN AN EXECUTIVE COMMITTEE MEETING OF THE FULL BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST THE DOCUMENTS WILL BE MAILED OR E-MAILED TO THE REQUESTING PARTY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 303,085. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES OVERSIGHT OVER THE AUDIT PROCESS AND REVIEWS AND APPROVES THE AUDIT. THIS PROCESS HAS REMAINED THE SAME AS PRIOR YEAR. |
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