RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201332279349302048
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T12:04:11-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454095250 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD SUITE 490 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | 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 | 770054631 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD REAGAN PRESIDENTIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RONA | NameControl |
| Phone | 8055222977 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE NO 200 | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLENN BAKER | Name |
| Title | CHIEF FIN OFFICER | Title |
| Phone | 8055222977 | Phone |
| Date Signed | 2013-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG M FRYE | Name |
| PTIN | P00090236 | PTIN |
| Phone | 8184610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 HEUBUSCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32589847 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.REAGANLIBRARY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE RONALD REAGAN PRESIDENTIAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS FOR AND TO CAUSE, DESIGN, CONSTRUCT, ESTABLISH, MAINTAIN, OPERATE, AND SUPERVISE A PRESIDENTIAL LIBRARY, A MUSEUM, AN AIR FORCE ONE PAVILION, A CENTER FOR PUBLIC AFFAIRS, AND A PRESIDENTIAL LEARNING CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 106 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 10712 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 41804027 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9834639 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2517788 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2812033 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5089977 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2663602 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3106896 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3104148 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 52518688 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18414422 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 371599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 329000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5706462 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5298737 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1120423 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1306493 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4702349 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22278172 | OtherExpensePriorYear |
| Other Expenses Current Year | 12884364 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29476656 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19818594 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23042032 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1404172 | RevenuesLessExpensesCY |
| Total Assets BOY | 249376056 | TotalAssetsBOY |
| Total Assets EOY | 266764409 | TotalAssetsEOY |
| Total Liabilities BOY | 2242379 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8212253 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 247133677 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 258552156 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION IS TO PROMOTE RONALD REAGAN'S LEGACY AND THE PRINCIPLES HE CHAMPIONED, THROUGH EDUCATIONAL PROGRAMMING, COMMUNITY OUTREACH, PUBLIC SPEECHES AND DEBATES AND EXHIBITRY, WHICH NOT ONLY TEACH VISITORS ABOUT OUR NATION'S 40TH PRESIDENT AND THE POLICIES HE CREATED WHILE IN OFFICE, BUT TO ALSO SHOW THE IMPORTANCE AND THE IMPACT OF THESE POLICIES AND HOW THEY CONTINUE TO AFFECT THE GUIDING PRINCIPLES THAT GOVERN US TODAY. THROUGH OUR FUNDRAISING EFFORTS, DONORS HELP THE FOUNDATION TO CONTINUE HIS WORK AND TO SHAPE THE LEADERS OF TOMORROW.OVER 350,000 VISITORS CAME UP TO THE LIBRARY'S HILLTOP, OF WHICH OVER 47,000 WERE SCHOOL CHILDREN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 691570 | Expense |
| Revenue | 426916 | Revenue |
| Description | [CENTER OF PUBLIC AFFAIRS]A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY.REAGAN FORUM PARTICIPANTS> JAN BREWER (GOVERNOR OF ARIZONA): 11/7/11> CONDOLEEZZA RICE (FORMER SECRETARY OF STATE): 11/18/11> KATIE COURIC (TV PERSONALITY AND AUTHOR): 12/7/11> PETER HANNAFORD (AUTHOR): 12/13/11> MARK LEVIN (RADIO TALK SHOW HOST): 3/9/12> HOWARD "BUCK" MCKEON (UNITED STATES CONGRESSMAN): 3/14/12> TOM BROKAW (NBC NEWS CORRESPONDENT): 4/14/12> DENNIS PRAGER (RADIO TALK SHOW HOST): 5/1/12> NANCY GIBBS AND MICHAEL DUFFY (TIME MAGAZINE EDITORS): 5/8/12> SICHAN SIV (FORMER US AMBASSADOR TO THE UNITED NATIONS): 5/10/12> CRAIG SHIRLEY (AUTHOR): 5/29/12> BRAD THOR (AUTHOR): 8/2/12PERSPECTIVES ON LEADERSHIP PARTICIPANTS> PAUL RYAN (UNITED STATES CONGRESSMAN): 5/22/12LIVE RADIO AND TELEVISION BROADCAST PARTICIPANTS> LARRY ELDER (KABC RADIO HOST, THE LARRY ELDER SHOW): 3/30/12SPECIAL EVENTS>CELEBRATION OF 20 YEARS OF US-GEORGIA PARTNERSHIP AND GEORGIA'S INDEPENDENCE DAY: ON MAY 23, 2012, THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND THE EMBASSY OF GEORGIA IN THE UNITED STATES CO-SPONSORED A GALA DINNER IN THE REAGAN LIBRARY'S AIR FORCE ONE PAVILION. KEYNOTE REMARKS WERE MADE BY THE PRESIDENT OF GEORGIA, H.E. MR. MIKHEIL SAAKASHVILI. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1790411 | Expense |
| Grants | 329000 | Grants |
| Revenue | 2385117 | Revenue |
| Description | [PRESIDENTIAL LEARNING CENTER]A PLACE WHERE SCHOOL CHILDREN ARE INSPIRED TO LEARN ABOUT THIS COUNTRY'S GREAT LEGACY OF PRESIDENTIAL LEADERSHIP AND THE IMPORTANCE CHARACTER PLAYS IN OUR DEMOCRACY.> AIR FORCE ONE DISCOVERY CENTER: OVER 25,500 5TH THROUGH 8TH GRADE STUDENTS WENT THROUGH THE LIBRARY'S INTERACTIVE AND IMMERSIVE EDUCATIONAL FACILITY KNOWN AS THE AIR FORCE ONE DISCOVERY CENTER. DURING THIS EXPERIENCE, STUDENTS PARTICIPATE IN ROLE-PLAYING EXERCISES BASED ON 1983 UNITED STATES RESCUE MISSON OF AMERICAN STUDENTS IN GRENADA TO LEARN HOW GOVERNMENT WORKS AND HOW DECISIONS ARE MADE. STUDENTS TAKE ON ROLES OF DEFENSE, WHITE HOUSE PRESS CORRESPONDENTS, CHAIRMAN OF THE JOINT CHIEFS OF STAFF, AND EVEN THE PRESIDENT OF THE UNITED STATES WHILE PARTICIPATING IN DIFFERENT MODULES INCLUDING THE WHITE HOUSE PRESS ROOM, THE WHITE HOUSE OVAL OFFICE AND THE U.S.S. RONALD REAGAN COMMAND DECISION CENTER. AT THE END OF THEIR ROLE PLAYING EXERCISES THE STUDENTS ARE TREATED TO A "RIDE" ON AN ACTUAL AIR FORCE ONE SIMULATOR. NEW HIGH SCHOOL CURRICULUM WAS ADDED.> RONALD REAGAN PRESIDENTIAL LIBRARY SCHOLARS: 143 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM 28 DIFFERENT SCHOOLS COMPRISED 2012'S CLASS OF REAGAN LIBRARY SCHOLARS. $50,000 IN COLLEGE SCHOLARSHIPS WERE AWARDED.> THE GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GE, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. 9,655 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. 15 STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. > IN 2012, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER CONTINUED TO BUILD ON ITS LIBRARY OF FREE CURRICULAR RESOURCES FOR SOCIAL STUDIES TEACHERS. IN ADDITION TO A UNIT ON "CIVICS AND CITIZENSHIP", THE APLC HAS PRODUCED A SERIES OF LESSONS THAT ASKS STUDENTS TO EXAMINE EXCHANGES BETWEEN PRESIDENT REAGAN AND STUDENTS FROM ACROSS THE COUNTRY IN "LETTERS TO THE PRESIDENT". THEY'VE ALSO CREATED A SERIES OF LESSONS ON PRESIDENT REAGAN FOR STUDENTS AT ALL GRADE LEVELS IN HONOR OF RONALD REAGAN DAY. THEIR LATEST LESSON, DESIGNED TO BE A PART OF ADVANCED PLACEMENT COURSES, UTILIZES RESOURCES FROM THE TRUMAN, KENNEDY, NIXON, AND REAGAN LIBRARIES TO EXAMINE THE ROLE OF THE PRESIDENT DURING THE COLD WAR.> EDUCATOR NIGHT AND TEACHER WORKSHOPS: MULTIPLE TEACHER "OPEN HOUSES" AND CURRICULUM WORKSHOPS WERE OFFERED TO TEACHERS FROM AROUND THE COUNTRY TO SHOWCASE THE EDUCATIONAL OFFERINGS OF THE REAGAN LIBRARY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11004437 | Expense |
| Revenue | 1705564 | Revenue |
| Description | [THE MUSEUM]THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY TEMPORARY EXHIBITS> AN AMERICAN CHRISTMAS (NOVEMBER 17, 2011 - JANUARY 6, 2011): IN THIS EXHIBIT, 25 TREES WERE DECORATED TO CELEBRATE THE DEFINING MOMENTS OF AMERICA'S ROAD TO GREATNESS, FROM THE REVOLUTIONARY ERA TO TODAY. EACH TREE REFLECTS THE LIFE AND TIMES OF AMERICAN SOCIETY AND CULTURE DURING EACH DECADE BETWEEN 1710 AND 2010, THUS TRACING THE EVOLUTION OF AMERICA. THROUGH THE USE OF LIGHTS, ORNAMENTS AND DECORATIONS, EACH TREE BECOMES ITS OWN PIECE OF MAGNIFICENT ART. ALSO ON DISPLAY WERE A COLLECTION OF BEAUTIFUL HAND-CRAFTED MENORAHS THAT WERE GIVEN TO PRESIDENT REAGAN WHILE IN THE WHITE HOUSE. > DISCOVER THE REAL GEORGE WASHINGTON: NEW VIEWS FROM MOUNT VERNON (FEBRUARY 22, 2012 - MAY 18, 2012): APPROXIMATELY 100 ORIGINAL OBJECTS ASSOCIATED WITH GEORGE WASHINGTON - INCLUDING THE ONLY SURVIVING COMPLETE SET OF HIS FAMOUS DENTURES - WERE DISPLAYED AT THE REAGAN LIBRARY FOR THIS EXTRAORDINARY TEMPORARY EXHIBIT. THE EXHIBIT, IN PARTNERSHIP WITH MOUNT VERNON, REVEALED THE REAL GEORGE WASHINGTON, NOT ONLY AS A GENERAL AND PRESIDENT, BUT AS A YOUNG LAND SURVEYOR, EXPERIMENTAL FARMER, AND SAVVY ENTREPRENEUR. THE EXHIBIT INCLUDED LIFE-SIZED FIGURES OF GEORGE WASHINGTON, THREE DIMENSIONAL ARCHITECTURAL MODELS AND INTERACTIVE DISPLAYS.> D23 PRESENTS: TREASURES FROM THE WALT DISNEY ARCHIVES (JULY 6, 2012 - APRIL 30, 2013): THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND LIBRARY WORKED WITH D23, THE OFFICIAL DISNEY FAN CLUB, TO OPEN THE LARGEST EXHIBITION EVER CURATED BY THE WALT DISNEY ARCHIVES, AT 12,000 SQUARE FEET. FROM OSWALD THE LUCKY RABBIT AND MICKEY MOUSE TO CAPTAIN JACK SPARROW AND CAPTAIN AMERICA, THE EXHIBITION FEATURED MORE THAN 500 ARTIFACTS, AT LEAST HALF OF WHICH HAVE NEVER BEEN SEEN BY THE PUBLIC - INCLUDING MODELS, PROPS, COSTUMES, SET PIECES AND ARTWORK FROM THROUGHOUT DISNEY HISTORY. THE EXHIBIT RAN THROUGH THE FIRST HALF OF FISCAL YEAR 2013.COMMUNITY EVENTS> PRESIDENTS' DAY, JULY 4TH AND VETERANS DAY: THE LIBRARY CONTINUED ITS TRADITION OF HOSTING THE LOCAL COMMUNITY TO THREE DAYS OF MUSIC, PRESIDENTIAL LOOK-ALIKES, CHILDREN'S ACTIVITIES AND GREAT FOOD. THESE ANNUAL OUTREACH EVENTS HAVE BECOME A STAPLE FOR THE COMMUNITY. FORMER NAVY SEAL AND NEW YORK TIMES BESTSELLER ERIC GREITENS WAS THIS YEAR'S KEYNOTE ADDRESS AT THE ANNUAL VETERANS DAY EVENT.> RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON HIS BEHALF ON EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. MISSISSIPPI GOVERNOR HALEY BARBOUR WAS THE PROGRAM'S KEYNOTE SPEAKER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13486418 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 93 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 106 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | 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 | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | 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 | VT | 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 |
| 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 | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARY L GARMAN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8055774107 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| NANCY REAGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK J RYAN JR | ||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| CATHERINE G BUSCH | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F W ROGERS | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| RICK J CARUSO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL P CASTINE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LODWRICK M COOK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVE FORBES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRADFORD M FREEMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RUDOLPH W GIULIANI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT M HIGDON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY R IMMELT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN MCLAUGHLIN KOROLOGOS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| K RUPERT MURDOCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THEODORE B OLSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD L PARSKY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JIM PATTISON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| A JERROLD PERENCHIO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| T BOONE PICKENS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE SHULTZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT H TUTTLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETE WILSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW J LITTLEFAIR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JON M HUNTSMAN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PEGGY NOONAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BEN C SUTTON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN D HEUBUSCH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 444800 | 0 | 45279 | X | |||
| GLENN BAKER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 208018 | 0 | 40496 | X | |||
| JOANNE M DRAKE | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 177500 | 0 | 38327 | X | |||
| HAYDEN SHAW III | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 291750 | 0 | 33412 | X | |||
| CARY GARMAN | ||||||||
| FINANCIAL CONTROLLER | 40.00 | 133979 | 0 | 27052 | X | |||
| MELISSA GILLER | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | 132500 | 0 | 32708 | X | |||
| MARK FITZPATRICK | ||||||||
| DIRECTOR OF INFORMATION SERVICES | 40.00 | 135000 | 0 | 27413 | X | |||
| LISA HARTSOCK | ||||||||
| DIRECTOR OF FOUNDATION RELATIONS | 40.00 | 130000 | 0 | 32602 | X | |||
| KATHLEEN A SWIFT | ||||||||
| DIR. OF RETAIL & BUS. DEVELOPMENT | 40.00 | 131300 | 0 | 20601 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1784847 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 297890 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MERKLE INC | |||||
| 8400 CORPORATE DRIVE | LANHAM | MD | 20785 | DIRECT MAIL AND CONSULTING | 1282779 |
| COMMAND PERFORMANCE CATERING | |||||
| 5273 COMMERCE STREET 6 | MOORPARK | CA | 93021 | FOOD SERVICES | 743237 |
| WRIGHT COLOR GRAPHICS | |||||
| 9051 SUNLAND BLVD | SUN VALLEY | CA | 91352 | PRINTING AND DESIGN | 358278 |
| CLEAN SWEEP JANITORIAL | |||||
| 34314 DESERT ROAD | ACTON | CA | 93510 | JANITORIAL SERVICES | 352164 |
| INFO 2 EXTREME INC | |||||
| 5777 W CENTURY BLVD SUITE 1500 | LOS ANGELES | CA | 90045 | WEB SITE DESIGN AND SUPPORT | 286299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| All Other Contributions | 9834639 | AllOtherContributions |
| Noncash Contributions | 489867 | NoncashContributions |
| Total Contributions | 9834639 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AIR FORCE ONE ADMISSIO | 900099 | 2385117 | 2385117 |
| FOUNDATION SPECIAL EVE | 900099 | 426916 | 426916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2812033 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1879830 | TotalRevenueColumn |
| Exclusion | $1,879,830 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 561316 | TotalRevenueColumn |
| Exclusion | $561,316 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1521507 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 694951 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 826556 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 826556 | TotalRevenueColumn |
| Exclusion | $826,556 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12961992 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12178220 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 783772 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 783772 | TotalRevenueColumn |
| Exclusion | $783,772 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 3018530 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1302254 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1716276 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1705564 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10712 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18414422 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4517597 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10712 | UnrelatedBusinessRevenue |
| Exclusion | $4,051,474 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329000 | Total |
| Program Services | 329000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1279580 | Total |
| Program Services | 549703 | ProgramServices |
| Management And General | 173042 | ManagementAndGeneral |
| Fundraising | 556835 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3112022 | Total |
| Program Services | 1888719 | ProgramServices |
| Management And General | 453256 | ManagementAndGeneral |
| Fundraising | 770047 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233513 | Total |
| Program Services | 128632 | ProgramServices |
| Management And General | 50945 | ManagementAndGeneral |
| Fundraising | 53936 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373199 | Total |
| Program Services | 137749 | ProgramServices |
| Management And General | 138758 | ManagementAndGeneral |
| Fundraising | 96692 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300423 | Total |
| Program Services | 144222 | ProgramServices |
| Management And General | 70074 | ManagementAndGeneral |
| Fundraising | 86127 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161121 | Total |
| Program Services | 30649 | ProgramServices |
| Management And General | 121617 | ManagementAndGeneral |
| Fundraising | 8855 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81649 | Total |
| Management And General | 81649 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306493 | Total |
| Fundraising | 1306493 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391808 | Total |
| Program Services | 320269 | ProgramServices |
| Management And General | 71539 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362119 | Total |
| Program Services | 318702 | ProgramServices |
| Fundraising | 43417 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114459 | Total |
| Program Services | 28098 | ProgramServices |
| Management And General | 74160 | ManagementAndGeneral |
| Fundraising | 12201 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437341 | Total |
| Program Services | 434009 | ProgramServices |
| Fundraising | 3332 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1337918 | Total |
| Program Services | 1215421 | ProgramServices |
| Management And General | 122497 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195145 | Total |
| Program Services | 71847 | ProgramServices |
| Management And General | 86862 | ManagementAndGeneral |
| Fundraising | 36436 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15016 | Total |
| Management And General | 15016 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4136291 | Total |
| Program Services | 4136291 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197828 | Total |
| Program Services | 197828 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| TAXES & FILING FEES | 32964 | 32964 | ||
| EXHIBITS | 1298546 | 1298546 | ||
| PRINTING & PUBLICATIONS | 904162 | 239330 | 664832 | |
| EVENTS | 830485 | 830019 | 466 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2387512 | Total |
| Program Services | 1187384 | ProgramServices |
| Management And General | 137448 | ManagementAndGeneral |
| Fundraising | 1062680 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19818594 | Total |
| Program Services | 13486418 | ProgramServices |
| Management And General | 1629827 | ManagementAndGeneral |
| Fundraising | 4702349 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16327539 | BOY |
| EOY | 8587883 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37624428 | BOY |
| EOY | 37420234 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574556 | BOY |
| EOY | 1013732 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975596 | BOY |
| EOY | 1165009 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910027 | BOY |
| EOY | 734159 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 133534395 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42583603 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87646208 | BOY |
| EOY | 90950792 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105305025 | BOY |
| EOY | 126879923 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12677 | BOY |
| EOY | 12677 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249376056 | BOY |
| EOY | 266764409 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2071269 | BOY |
| EOY | 1975695 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171110 | BOY |
| EOY | 6236558 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2242379 | BOY |
| EOY | 8212253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146598842 | BOY |
| EOY | 151177432 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35722729 | BOY |
| EOY | 42433555 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64812106 | BOY |
| EOY | 64941169 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247133677 | BOY |
| EOY | 258552156 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249376056 | BOY |
| EOY | 266764409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1404172 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12822651 | ReconcilationOtherChanges |
| 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 | 17312610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11120822 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36218543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41804027 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9834639 | CurrentTaxYear |
| Total | 116290641 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17312610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11120822 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36218543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41804027 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9834639 | CurrentTaxYear |
| Total | 116290641 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 55889126 | AmountsSubstContributorsTotal |
| Public Support Total170 | 60401515 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4069565 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3795344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3206185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3870949 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3962653 | CurrentTaxYear |
| Total | 18904696 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 318958 | CurrentTaxYearMinus4Years |
| Total | 318958 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 135514295 | TotalSupport |
| Gross Receipts From Admissions Etc | 28773900 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.44570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45400 | 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) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 121831359 | BeginningOfYearBalance |
| Contributions | 129063 | Contributions |
| Investment Earnings Or Losses | 14545389 | InvestmentEarningsOrLosses |
| Other Expenditures | 918000 | OtherExpenditures |
| End Of Year Balance | 135587811 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118594712 | BeginningOfYearBalance |
| Contributions | 6281185 | Contributions |
| Investment Earnings Or Losses | -3044538 | InvestmentEarningsOrLosses |
| End Of Year Balance | 121831359 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 110700203 | BeginningOfYearBalance |
| Contributions | 1162991 | Contributions |
| Investment Earnings Or Losses | 6731518 | InvestmentEarningsOrLosses |
| End Of Year Balance | 118594712 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 97178618 | BeginningOfYearBalance |
| Contributions | 10830558 | Contributions |
| Investment Earnings Or Losses | 2691027 | InvestmentEarningsOrLosses |
| End Of Year Balance | 110700203 | 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 | 21977981 | OtherCostOrOtherBasis |
| Book Value | 21977981 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85394300 | OtherCostOrOtherBasis |
| Depreciation | 42583603 | Depreciation |
| Book Value | 42810697 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26162114 | OtherCostOrOtherBasis |
| Book Value | 26162114 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 90950792 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY SECURITIES | 3483949 | F |
| EQUITY MUTUAL FUNDS | 80373076 | F |
| TRUST FUNDS HELD BY OTHERS | 3814659 | F |
| FIXED INCOME MUTUAL FUNDS | 32682235 | F |
| COMMODITIES MUTUAL FUNDS | 6526004 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 126879923 | TotalOfBookValueSecurities |
| Total Revenue | 18414422 | TotalRevenue |
| Total Expenses | 19818594 | TotalExpenses |
| Excess Or Deficit For Year | -1404172 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 12822651 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 12822651 | TotalAdjustments |
| Excess Or Deficit Per FS | 11418479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33862278 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12822651 | NetUnrealizedGainsInvestments |
| Other Revenues | 2625205 | OtherRevenues |
| Revenue Not Rptd F990 | 15447856 | RevenueNotRptdF990 |
| Revenue Subtotal | 18414422 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18414422 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22443799 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2625205 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2625205 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19818594 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19818594 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE LIBRARY, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $932,990 AT SEPTEMBER 30, 2012. | |
| PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 628,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,302,254. RENTAL EXPENSES NETTED AGAINST REVENUE 694,951. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 628,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,302,254. RENTAL EXPENSES NETTED AGAINST REVENUE 694,951. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | INTERNATIONAL EVENTS: RESIDUAL EXPENDITURES FOR THE PRIOR YEAR CENTENNIAL ANNIVERSARY OVERSEAS, WHERE RONALD REAGAN'S LEGACY OF INSPIRING FREEDOM AND CHANGING THE WORLD WAS CELEBRATED. INTERNATIONAL CELEBRATIONS INCLUDED STOPS IN KRAKOW, POLAND, BUDAPEST, HUNGARY, PRAGUE, CZECH REPUBLIC AND LONDON, UNITED KINGDOM. THESE EVENTS INCLUDED TWO STATUE UNVEILINGS, A STREET RENAMING, A MASS OF THANKSGIVING, A PARLIAMENTARY MEMORIAL SESSION, CONFERENCES AND DINNERS. DR. CONDOLEEZZA RICE REPRESENTED MRS. REAGAN, AND KEYNOTE ADDRESSES WERE DELIVERED FROM FOREIGN DIGNITARIES AT EVERY STOP. | SpecificServicesProvided |
| Total Expenditures | 240920 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 240920 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 240920 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: THE ORGANIZATION WAS WORKING WITH UNITED KINGDOM FUNDRAISING CONSULTANTS TO WORK CLOSELY TO CREATE A LIST OF DONORS AND PROSPECTS FOR THE UNVEILING OF PRESIDENT REAGAN'S STATUE AND INTERNATIONAL CELEBRATIONS IN THE UNITED KINGDOM AND OTHER PARTS OF EUROPE. THE FUNDRAISING CONSULTANTS (COMPTON HOUSE) WORK DIRECTLY WITH STAFF AND SELECTED MEMBERS OF THE LIBRARY'S BOARD OF DIRECTORS AND MAJOR FUNDERS TO: >IDENTIFY POTENTIAL UNITED KINGDOM FUNDRAISING DONORS THROUGH THEIR CONTACTS; >DEVELOP A LIST OF POTENTIAL CORPORATE FUNDERS FOR THE PROJECT; >SET UP ONE-TO-ONE MEETINGS WITH KEY PROSPECTS FOR THE LIBRARY'S CHIEF EXECUTIVE AND FUNDRAISING ADVISOR, AND HELP MANAGE THEIR SCHEDULES FOR ANY TRIPS TO THE UNITED KINGDOM; >HELP DESIGN APPROPRIATE SPONSORSHIP OPPORTUNITIES FOR DONORS BASED IN THE UNITED KINGDOM, AND HELP CREATE DIFFERENT SPONSORSHIP LEVELS FOR ANY SPECIAL EVENTS HELD IN THE UNITED KINGDOM LEADING UP TO THE STATUE'S UNVEILING; >HELP THE LIBRARY REACH AND CULTIVATE ALL OF THE DONORS, PROSPECTS AND FUNDERS IDENTIFIED ABOVE; >WORK WITH THE LIBRARY'S STAFF TO ENSURE ALL DONORS ARE RECOGNIZED PROPERLY AT ANY SPECIAL EVENTS HELD IN THE UNITED KINGDOM; >FOLLOW UP AFTER THESE SPECIAL EVENTS TO SECURE ANY REMAINING PLEDGES AND DONATIONS; AND >DELIVER A FULL DEBRIEF TO THE LIBRARY'S EXECUTIVE DIRECTOR AND OTHER SENIOR STAFF ON COMPLETION OF THE PROJECT, AFTER THE STATUE'S UNVEILING IN JULY 2011. IN MONITORING THE ACTIVITIES OF COMPTON, THERE IS DAILY COMMUNICATION WITH COMPTON REPRESENTATIVES, AS WELL AS WEEKLY CONFERENCE CALLS TO REVIEW GOALS AND PROGRESS. REPORTS ARE PROVIDED AS REQUESTED. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| MERKLE GROUP INC & THE DOMAIN GROUP INC (DBA MERKLEDOMAIN) | ||||||||
| 7001 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | DIRECT MAIL CONSULTING | 0 | 2029917 | 255077 | 1774840 |
| LINDA BOND & ASSOCIATES | ||||||||
| 101 CONSTITUTION AVENUE NW SUITE | WASHINGTON DC | DC | 20001 | FUNDRAISING CONSULTANT | 0 | 360000 | 184500 | 175500 |
| REBECCA HAGELIN COMMUNICATIONS AND MARKETING LLC | ||||||||
| 4572 25TH ROAD NORTH | ARLINGTON | VA | 22207 | FUNDRAISING CONSULATION & TECHNICAL SUPPORT FOR RADIO CAMPAI | 0 | 112630 | 386800 | -274170 |
| PARAGON CHARITABLE SERVICES GROUP INC | ||||||||
| 17501 E 17TH STREET SUITE 100 | TUSTIN | CA | 92780 | FUNDRAISING CONSULTANT | 0 | 100000 | 97437 | 2563 |
| STRATEGIC FUNDRAISING INC | ||||||||
| 7800 3RD STREET NORTH SUITE 900 | ST PAUL | MN | 55128 | FUNDRAISING CONSULTANT | 0 | 38575 | 31534 | 7041 |
| THE PLANNED GIVING COMPANY | ||||||||
| 28 WEST STATE STREET | MEDIA | PA | 19063 | PROSPECT RESEARCH AND MARKETING ASSISTANCE | 0 | 0 | 47474 | -47474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2641122 | TotalGrossReceipts |
| Total Retained By Contractors | 1002822 | TotalRetainedByContractors |
| Total Net To Organization | 1638300 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | COLLEGE SCHOLARSHIPS AWARDED TO VENTURA COUNTY HIGH SCHOOL SENIOR STUDENTS AND TEACHERS. | TypeOfGrant |
| Number Of Recipients | 60 | NumberOfRecipients |
| Amount Of Cash Grant | 329000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | |||||||||||||
| 394800 | 0 | 50000 | 0 | 0 | 0 | 25000 | 0 | 20279 | 0 | 490079 | 0 | 0 | 0 |
| GLENN BAKER | |||||||||||||
| 199018 | 0 | 9000 | 0 | 0 | 0 | 20400 | 0 | 20096 | 0 | 248514 | 0 | 0 | 0 |
| JOANNE M DRAKE | |||||||||||||
| 170000 | 0 | 7500 | 0 | 0 | 0 | 17750 | 0 | 20577 | 0 | 215827 | 0 | 0 | 0 |
| HAYDEN SHAW III | |||||||||||||
| 254250 | 0 | 37500 | 0 | 0 | 0 | 25000 | 0 | 8412 | 0 | 325162 | 0 | 0 | 0 |
| CARY GARMAN | |||||||||||||
| 129979 | 0 | 4000 | 0 | 0 | 0 | 12700 | 0 | 14352 | 0 | 161031 | 0 | 0 | 0 |
| MELISSA GILLER | |||||||||||||
| 125000 | 0 | 7500 | 0 | 0 | 0 | 13250 | 0 | 19458 | 0 | 165208 | 0 | 0 | 0 |
| MARK FITZPATRICK | |||||||||||||
| 130000 | 0 | 5000 | 0 | 0 | 0 | 13500 | 0 | 13913 | 0 | 162413 | 0 | 0 | 0 |
| LISA HARTSOCK | |||||||||||||
| 125000 | 0 | 5000 | 0 | 0 | 0 | 13000 | 0 | 19602 | 0 | 162602 | 0 | 0 | 0 |
| KATHLEEN A SWIFT | |||||||||||||
| 126300 | 0 | 5000 | 0 | 0 | 0 | 13000 | 0 | 7601 | 0 | 151901 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 401477 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | JELLY BELLY CANDY | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 88390 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF PROPERTY RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IN AN ANNUAL QUESTIONNAIRE FOR TRUSTEES AND KEY STAFF, SEVERAL RESPONDENTS SELF-IDENTIFIED RELATIONSHIPS OF A BUSINESS NATURE WITH OTHER RESPONDENTS. EXAMPLE OF SUCH RELATIONSHIPS WERE SERVING TOGETHER ON OTHER BOARDS AND USING THE SERVICES OF ANOTHER'S LAW FIRM. ALL RESPONSES WERE REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR CONFLICTS THAT WOULD AFFECT THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | > FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 | |
| FORM 990, PART X, LINE 24E | POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 47,928. MANAGEMENT AND GENERAL EXPENSES 47,675. FUNDRAISING EXPENSES 411,102. TOTAL EXPENSES 506,705. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 241,228. MANAGEMENT AND GENERAL EXPENSES 136,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,813. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 34. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 241,110. TOTAL EXPENSES 241,144. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 199,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 199,787. MEDIA: PROGRAM SERVICE EXPENSES 177,397. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,397. MAIL ORDER EXPENSE: PROGRAM SERVICE EXPENSES 162,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,452. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 21,602. MANAGEMENT AND GENERAL EXPENSES 1,741. FUNDRAISING EXPENSES 120,550. TOTAL EXPENSES 143,893. MAILHOUSE & FULFILLMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 140,864. TOTAL EXPENSES 140,864. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 67,596. MANAGEMENT AND GENERAL EXPENSES 62,167. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,763. OTHER FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 106,920. TOTAL EXPENSES 106,920. TELEPHONE: PROGRAM SERVICE EXPENSES 1,716. MANAGEMENT AND GENERAL EXPENSES 73,298. FUNDRAISING EXPENSES 2,549. TOTAL EXPENSES 77,563. EQUIPMENT RENTAL & MAINTENANCE: PROGRAM SERVICE EXPENSES 4,179. MANAGEMENT AND GENERAL EXPENSES 39,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,572. LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,893. TOTAL EXPENSES 26,893. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 4,190. MANAGEMENT AND GENERAL EXPENSES 13,589. FUNDRAISING EXPENSES 4,037. TOTAL EXPENSES 21,816. RETAIL SUPPLIES: PROGRAM SERVICE EXPENSES 15,653. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,653. OTHER DIRECT MAIL EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,287. TOTAL EXPENSES 8,287. TRAINING AND EDUCATION: PROGRAM SERVICE EXPENSES 176. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 368. TOTAL EXPENSES 3,544. BANK FEES: PROGRAM SERVICE EXPENSES 3,446. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,446. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 12,822,651. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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