CANDID: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349302723
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T10:28:13-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837418 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MS LORENA NOGARA | InCareOfName |
| Name Control | FOUN | NameControl |
| Phone | 2126204230 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORENA NOGARA | Name |
| Title | TREASURER AND CONTROLLER | Title |
| Phone | 2128073637 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KPMG LLP | Name |
| Phone | 2127589700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRADFORD K SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28760337 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FOUNDATIONCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE UNITED STATES AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 190 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 91075 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2997 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7884538 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14326112 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13249329 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13612122 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 432581 | InvestmentIncomePriorYear |
| Investment Income Current Year | 453259 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 87015 | OtherRevenuePriorYear |
| Other Revenue Current Year | 91075 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21653463 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28482568 | 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 | 13985815 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13941762 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 831917 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7901931 | OtherExpensePriorYear |
| Other Expenses Current Year | 8629022 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21887746 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22570784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -234283 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5911784 | RevenuesLessExpensesCY |
| Total Assets BOY | 26758155 | TotalAssetsBOY |
| Total Assets EOY | 33493379 | TotalAssetsEOY |
| Total Liabilities BOY | 7946740 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7777701 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18811415 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25715678 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8932555 | Expense |
| Revenue | 11431727 | Revenue |
| Description | DATA COLLECTION AND PUBLICATIONS - SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4905663 | Expense |
| Revenue | 1389298 | Revenue |
| Description | LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES - SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3887631 | Expense |
| Revenue | 882172 | Revenue |
| Description | RESEARCH AND OTHER PROGRAMS - SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17725849 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 190 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MS LORENA NOGARA | NamePerson |
| Telephone Number | 2126204230 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100033076 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| M CHRISTINE DEVITA | |||||||
| CHAIRMAN UNTIL MARCH 2012 | 1.0 | X | X | 0 | 0 | 0 | |
| BARRON M TENNY | |||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| MELISSA A BERMAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PATRICK COLLINS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| CLOTILDE PEREZ-BODE DEDECKER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| P RUSSELL HARDIN | |||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| MICHAEL F HAYES | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| NANCY S KAMI | |||||||
| TRUSTEE UNTIL MARCH 2012 | 1.0 | X | 0 | 0 | 0 | ||
| VALDEMAR DE OLIVEIRA NETO | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GEORGE PENICK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MARCIA A SMITH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN COLBORN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MAUREEN H SMYTH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| YVETTE J ALBERDINGK THIJM | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| THOMAS E WILCOX | |||||||
| TRUSTEE UNTIL MARCH 2012 | 1.0 | X | 0 | 0 | 0 | ||
| PATRICK MCCARTHY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BRADFORD K SMITH | |||||||
| PRESIDENT | 35.0 | X | X | 551476 | 0 | 49864 | |
| LORETTA FERRARI | |||||||
| TREAS./SEC. UNTIL 10/15/12 | 35.0 | X | 169590 | 0 | 38600 | ||
| LORENA NOGARA | |||||||
| TREASURER & CONTROLLER | 35.0 | X | 132490 | 0 | 15807 | ||
| LISA L PHILP | |||||||
| SECRETARY & VP STRATEGIC PHIL. | 35.0 | X | 208842 | 0 | 0 | ||
| LAWRENCE T MCGILL | |||||||
| VP - RESEARCH | 35.0 | 179428 | 0 | 47953 | X | ||
| EDWARD J VENTURI | |||||||
| VP - INFO TECH | 35.0 | 156908 | 0 | 44428 | X | ||
| JUWON CHOI | |||||||
| VP - EDUCATION SERVICES | 35.0 | 184516 | 0 | 28454 | X | ||
| JEFFREY A FALKENSTEIN | |||||||
| VP - DATA ACQUISITION | 35.0 | 157330 | 0 | 44668 | X | ||
| ANJULA CARRIER | |||||||
| VP - MARKETING & COMMUNICATION | 35.0 | 154591 | 0 | 29373 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1895171 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299147 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE CROSSLAND GROUP LTD | |||||
| 16 MAOLIS ROAD | NAHANT | MA | 01908 | BUSINESS CONSULTING | 308000 |
| VELIR STUDIOS | |||||
| 212 ELM ST STE 401 | SOMERVILLE | MA | 02144 | IT CONSULTING | 241013 |
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DRIVE | HERMITAGE | TN | 37076 | IT CONSULTING | 205000 |
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD PO BOX 812 | WILTON | CT | 068970812 | INVESTMENT SERVICES | 151092 |
| CONTEGRA | |||||
| 200 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | IT CONSULTING | 142214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 14326112 | AllOtherContributions |
| Total Contributions | 14326112 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLICATION REVENUE | 611710 | 11431727 | 11431727 |
| EDUCATIONAL PROGRAM REVENUE | 611710 | 678531 | 678531 |
| ASSOCIATES PROGRAM MEMBERSHIP FEES | 611710 | 101918 | 101918 |
| DATABASE SEARCH REVENUE | 611710 | 130254 | 130254 |
| COOPERATING COLLECTION MEMBERSHIP FEES | 611710 | 478595 | 478595 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 791097 | TotalRevenueColumn |
| Related Or Exempt Function Income | 791097 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13612122 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 379577 | TotalRevenueColumn |
| Exclusion | $379,577 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 351451 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 277769 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73682 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73682 | TotalRevenueColumn |
| Exclusion | $73,682 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| PHILANTHROPY NEWS DIGEST & JOB CORNER | 541800 | 89985 | 89985 |
| FEE FOR FACILITIES SET UP FROM | 561000 | 1090 | 1090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 91075 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28482568 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13612122 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 91075 | UnrelatedBusinessRevenue |
| Exclusion | $453,259 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1172437 | Total |
| Program Services | 722173 | ProgramServices |
| Management And General | 344870 | ManagementAndGeneral |
| Fundraising | 105394 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9769747 | Total |
| Program Services | 7924137 | ProgramServices |
| Management And General | 1427907 | ManagementAndGeneral |
| Fundraising | 417703 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 928131 | Total |
| Program Services | 730057 | ProgramServices |
| Management And General | 153332 | ManagementAndGeneral |
| Fundraising | 44742 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1238602 | Total |
| Program Services | 978513 | ProgramServices |
| Management And General | 200120 | ManagementAndGeneral |
| Fundraising | 59969 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832845 | Total |
| Program Services | 655105 | ProgramServices |
| Management And General | 137591 | ManagementAndGeneral |
| Fundraising | 40149 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66595 | Total |
| Program Services | 53765 | ProgramServices |
| Management And General | 10682 | ManagementAndGeneral |
| Fundraising | 2148 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115200 | Total |
| Management And General | 115200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171092 | Total |
| Management And General | 171092 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1988551 | Total |
| Program Services | 1621271 | ProgramServices |
| Management And General | 367180 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57242 | Total |
| Program Services | 54242 | ProgramServices |
| Management And General | 3000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792755 | Total |
| Program Services | 741124 | ProgramServices |
| Management And General | 44027 | ManagementAndGeneral |
| Fundraising | 7604 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572088 | Total |
| Program Services | 388881 | ProgramServices |
| Management And General | 172489 | ManagementAndGeneral |
| Fundraising | 10718 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2724 | Total |
| Program Services | 2724 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2431104 | Total |
| Program Services | 1972708 | ProgramServices |
| Management And General | 355788 | ManagementAndGeneral |
| Fundraising | 102608 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443183 | Total |
| Program Services | 351116 | ProgramServices |
| Management And General | 89185 | ManagementAndGeneral |
| Fundraising | 2882 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111317 | Total |
| Program Services | 84064 | ProgramServices |
| Management And General | 26678 | ManagementAndGeneral |
| Fundraising | 575 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491820 | Total |
| Program Services | 387330 | ProgramServices |
| Management And General | 81005 | ManagementAndGeneral |
| Fundraising | 23485 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128989 | Total |
| Management And General | 128989 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SEMINAR INSTRUCTION | 287566 | 287566 | 0 |
| PRINTING AND DUPLICATING | 328704 | 308359 | 20345 |
| LIBRARY ACQUISITION | 85605 | 84933 | 672 |
| PUBLICATION DISTRIBUTION | 34459 | 34459 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520028 | Total |
| Program Services | 343322 | ProgramServices |
| Management And General | 162866 | ManagementAndGeneral |
| Fundraising | 13840 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22570784 | Total |
| Program Services | 17725849 | ProgramServices |
| Management And General | 4013018 | ManagementAndGeneral |
| Fundraising | 831917 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144814 | BOY |
| EOY | 164980 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9857457 | BOY |
| EOY | 11543865 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400956 | BOY |
| EOY | 6528995 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309342 | BOY |
| EOY | 649338 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82392 | BOY |
| EOY | 111271 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 664849 | BOY |
| EOY | 362974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12007580 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10454881 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1870943 | BOY |
| EOY | 1552699 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9233341 | BOY |
| EOY | 8877363 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2194061 | BOY |
| EOY | 3701894 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26758155 | BOY |
| EOY | 33493379 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079443 | BOY |
| EOY | 907358 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4885643 | BOY |
| EOY | 4882998 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1981654 | BOY |
| EOY | 1987345 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7946740 | BOY |
| EOY | 7777701 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11771016 | BOY |
| EOY | 12190523 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5326399 | BOY |
| EOY | 11811155 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1714000 | BOY |
| EOY | 1714000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18811415 | BOY |
| EOY | 25715678 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26758155 | BOY |
| EOY | 33493379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5911784 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1172501 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -180022 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 7574251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5301901 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7239719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7884538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14326112 | CurrentTaxYear |
| Total | 42326521 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7574251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5301901 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7239719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7884538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14326112 | CurrentTaxYear |
| Total | 42326521 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 14212118 | AmountsSubstContributorsTotal |
| Public Support Total170 | 28114403 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 544924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427048 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 386663 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 419328 | CurrentTaxYearMinus1Year |
| Current Tax Year | 379577 | CurrentTaxYear |
| Total | 2157540 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44484061 | TotalSupport |
| Gross Receipts From Admissions Etc | 66211500 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63201 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70094 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11367208 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 758488 | InvestmentEarningsOrLosses |
| Other Expenditures | 26588 | OtherExpenditures |
| End Of Year Balance | 12099108 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11432208 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | -190000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11367208 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10841954 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | 1500000 | InvestmentEarningsOrLosses |
| Other Expenditures | 1034746 | OtherExpenditures |
| End Of Year Balance | 11432208 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9716954 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | 3092623 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2092623 | AdministrativeExpenses |
| End Of Year Balance | 10841954 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10261954 | BeginningOfYearBalance |
| Contributions | 2980000 | Contributions |
| Investment Earnings Or Losses | -3138959 | InvestmentEarningsOrLosses |
| Administrative Expenses | 386041 | AdministrativeExpenses |
| End Of Year Balance | 9716954 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.86000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4684394 | OtherCostOrOtherBasis |
| Depreciation | 3958659 | Depreciation |
| Book Value | 725735 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3090549 | OtherCostOrOtherBasis |
| Depreciation | 2659857 | Depreciation |
| Book Value | 430692 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4232637 | OtherCostOrOtherBasis |
| Depreciation | 3836365 | Depreciation |
| Book Value | 396272 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1552699 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 3701894 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3701894 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFIT OBLIGATION | Description |
| Amount | $1,987,345 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1987345 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 29620477 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1172501 | NetUnrealizedGainsInvestments |
| Other Revenues | -34592 | OtherRevenues |
| Revenue Not Rptd F990 | 1137909 | RevenueNotRptdF990 |
| Revenue Subtotal | 28482568 | RevenueSubtotal |
| Total Revenue Per Form990 | 28482568 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22716214 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 145430 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 145430 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22570784 | ExpensesSubtotal |
| Total Expenses Per Form990 | 22570784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE CENTER'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY THE CENTER. THE CENTER HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE THE CENTER'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 | THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE CENTER'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE CENTER HAD NO UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINE 2D | $(42,877) PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC COST FOR THE CURRENT YEAR $8,285 ACQUISITION OF ASSETS (CASH ACCOUNTS AND ACCOUNTS -------- RECEIVABLE) FROM ISSUELAB $(34,592) |
| RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 2D | $(145,430) SEVERANCE PAYMENTS AND OUTPLACEMENT SERVICES FOR TWO TERMINATED EMPLOYEES |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| South America | Program Services | SPECIAL TRAINING | 3709 |
| South America | Program Services | SPECIAL TRAINING | 3747 |
| South America | Program Services | SPECIAL TRAINING | 5909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 13365 | SubtotalAmountSpent |
| Total Amount Spent | 13365 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPENDITURES BY REGION | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | ReturnReference |
| Explanation | THE CENTER USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT TOTAL EXPENDITURES BY REGION IN ITS FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORETTA FERRARI | ||||||||||||||
| TREAS./SEC. UNTIL 10/15/12 | 169481 | 0 | 0 | 0 | 109 | 0 | 21183 | 0 | 19672 | 0 | 210445 | 0 | 0 | 0 |
| LAWRENCE T MCGILL | ||||||||||||||
| VP - RESEARCH | 179170 | 0 | 0 | 0 | 258 | 0 | 24702 | 0 | 26514 | 0 | 230644 | 0 | 0 | 0 |
| EDWARD J VENTURI | ||||||||||||||
| VP - INFO TECH | 156650 | 0 | 0 | 0 | 258 | 0 | 21177 | 0 | 25534 | 0 | 203619 | 0 | 0 | 0 |
| JUWON CHOI | ||||||||||||||
| VP - EDUCATION SERVICES | 108855 | 0 | 0 | 0 | 75661 | 0 | 12597 | 0 | 17040 | 0 | 214153 | 0 | 0 | 0 |
| JEFFREY A FALKENSTEIN | ||||||||||||||
| VP - DATA ACQUISITION | 157270 | 0 | 0 | 0 | 60 | 0 | 21417 | 0 | 26514 | 0 | 205261 | 0 | 0 | 0 |
| ANJULA CARRIER | ||||||||||||||
| VP - MARKETING & COMMUNICATION | 138906 | 0 | 15625 | 0 | 60 | 0 | 13644 | 0 | 17360 | 0 | 185595 | 0 | 0 | 0 |
| BRADFORD K SMITH | ||||||||||||||
| PRESIDENT | 490319 | 0 | 39255 | 0 | 21902 | 0 | 34197 | 0 | 17298 | 0 | 602971 | 0 | 0 | 0 |
| LISA L PHILP | ||||||||||||||
| SECRETARY & VP STRATEGIC PHIL. | 208752 | 0 | 0 | 0 | 90 | 0 | 0 | 0 | 1499 | 0 | 210341 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE PAYMENT | SCHEDULE J, PART I, LINE 4A | JUWON CHOI, THE CENTER'S FORMER VP - EDUCATION, WHOSE EMPLOYMENT TERMINATED AS OF AUGUST 23, 2012, RECEIVED SEVERANCE IN 2012. THE AMOUNT OF SEVERANCE RECEIVED IS INCLUDED ON SCHEDULE J PART II IN COLUMN (B) (III), OTHER REPORTABLE COMPENSATION. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE FOLLOWING INDIVIDUAL CONTRIBUTED AN AMOUNT TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, AND THIS AMOUNT WAS INCLUDED AS TAXABLE COMPENSATION IN COLUMN (B)(III), OTHER REPORTABLE COMPENSATION, OF THE TABLE ABOVE: - BRADFORD K. SMITH, PRESIDENT, PARTICIPATED IN A SECTION 457(F) PLAN AND CONTRIBUTED $17,000. NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 THE CENTER HAS AN INCENTIVE COMPENSATION PROGRAM FOR ITS STAFF. SELECTED EMPLOYEES WITH EXCEPTIONAL PERFORMANCE DURING THE YEAR ARE ELIGIBLE TO RECEIVE AN AWARD OF 5% OF SALARY UP TO $5,000, SUBJECT TO THE AVAILABILITY OF RESOURCES. |
| BONUS AND INCENTIVE COMPENSATION | SCHEDULE J, PART II, COLUMN B(II) | EACH YEAR, EMPLOYEES EARNING MORE THAN CERTAIN STATUTORY LIMITATIONS ARE ELIGIBLE TO RECEIVE ADDITIONAL COMPENSATION PURSUANT TO A FIXED FORMULA AS SPECIFIED IN THE CENTER'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. FOR THE 2012 CALENDAR YEAR, THE PRESIDENT WAS PAID PURSUANT TO THE PLAN $39,255 WHICH IS REPORTED ON SCHEDULE J, PART II, COL B (II). THE CENTER HAS AN INCENTIVE COMPENSATION PROGRAM WHEREIN PAYMENTS ARE ONLY MADE IF A SPECIFIC REVENUE TARGET IS ATTAINED. IN 2012, ANJULA CARRIER, VICE PRESIDENT OF MARKETING AND COMMUNICATIONS, MET SPECIFIC REVENUE GOALS AND RECEIVED $15,625 IN INCENTIVE COMPENSATION. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | The Foundation Center's mission is to strengthen the social sector by advancing knowledge about philanthropy in the U.S. and around the world. The Center accomplishes its mission by: - Operating library/learning centers in five locations-New York City; Washington, DC; Atlanta; Cleveland; and San Francisco that offer free access to information resources and educational programs. - Maintaining unique databases of information on more than 105,000 foundations, corporate donors, and grantmaking public charities worldwide and over 5 million of their recent grants. Its Foundation Directory Online subscription service is the most popular means for searching these databases. - Providing a content-rich web site with a variety of free search tools, tutorials, downloadable reports, and other information updated daily, including Philanthropy News Digest, its daily news service, and PubHub, its searchable online collection of thousands of reports published by foundations and nonprofit organizations. - Conducting research and publishing reports on the growth of the foundation field and on trends in foundation support of the nonprofit sector. - Publishing books ranging from basic primers on fundraising and nonprofit management to comprehensive reference works. - Coordinating a network of funding information centers nationwide and around the world - more than 475 Cooperating Collections that offer free local access to core Center resources and training. Established in 1956, the Foundation Center is the leading source of information about philanthropy worldwide. Through data, analysis, and training, it connects people who want to change the world to the resources they need to succeed. The Center maintains the most comprehensive database on U.S. and, increasingly, global grantmakers and their grants - a robust, accessible knowledge bank for the sector. It also operates research, education, and training programs designed to advance knowledge of philanthropy at every level. Thousands of people visit the Center's web site each day and are served in its five regional library/learning centers and its network of more than 475 funding information centers located in public libraries, community foundations, and educational institutions nationwide and around the world. |
| PROGRAM SERVICES - DATA COLLECTION AND PUBLICATIONS | FORM 990, PART III, LINE 4A | EXPENSES $8,932,555 AND REVENUE $11,431,727 The Center maintains unique databases of information on more than 105,000 foundations, corporate donors, and grantmaking public charities worldwide and over 5 million of their recent grants. Its Foundation Directory Online subscription service is the most popular means for searching these databases. This subscription service is made available for free use in over 475 locations nationwide and around the world. The Center also publishes books ranging from basic primers on fundraising and nonprofit management to comprehensive reference works. Other major data collection and publications program accomplishments in 2012 include the following: Partnerships to Improve Data Collection, Management, and Sharing: In 2012, the Foundation Center focused on systematic approaches to data collection through improved partnerships and upgraded technology. As philanthropic efforts become more global, there is an undeniable need to work and share information across more diverse landscapes by clearly defining data standards for philanthropy. The Center engaged with Worldwide Initiative for Grantmaker Support (WINGS) and its member associations, the International Aid Transparency Initiative (IATI)-international coalition of governments and NGOs-to streamline data collection and management of aid activity. The Center participated in presentations with WINGS at two global conferences and at IATI events in the United Kingdom, France, and Sweden around creating common data standards. The Center also engaged our existing partners as well as new partners including Red Argentina para la Cooperacin Internacional, Centre for Social Impact (Australia), Directory of Social Change (United Kingdom), National Volunteer & Philanthropy Centre (Singapore), Ford Foundation West Africa (Nigeria), and Inyathelo (South Africa), working collaboratively to streamline philanthropic data platforms. The Center partnered with the International Human Rights Funders Group (IHRFG), to launch Advancing Human Rights, a first-ever initiative to track, report on, and make accessible information on foundation support for human rights worldwide via an interactive tool. The Center mapped a definition of human rights grantmaking that was also adopted by an international team of advisors to actual grants. The initiative significantly improved data that the Center makes available related to this subject and expanded Grants Classification to better capture human rights-related grantmaking. New Data Collection: Throughout 2012, the Center expanded the breadth and quality of domestic and international data. In order to serve the sector's growing range of philanthropic contributions, the Center recognized the need to update taxonomy so that users could compare their activities or conduct global scale qualitative research. The Center worked with a consultant and Smartlogic, to inform this taxonomic reorganization, including making taxonomy more accurate and implementing improved coding strategies. The Center also focused on tracking philanthropic data relating to current affairs and emerging interests, such as disaster responses for Hurricane Sandy relief. In total, 23,000 grants were added from non-U.S. funders to the Center's grants database. This work included adding information on over 10,000 Canadian charities; facilitating data conversation and management for three Australian foundations and 150 grants to create a pilot Philanthropy In/Sight: Australia; and adding information on 800 Chinese charities in partnership with the China Foundation Center. The Center now collects information on over 2,500 Chinese charities and compiled data on 740 new community-based foundations. Electronic Grant Reporting: The Center continues to make significant strides building on its ongoing efforts for over a decade to improve data about foundation giving. The Center's ongoing eGrant reporting standard work is designed to continually improve reporting that allows foundations to transmit their grant data electronically via export modules. This feature is available by using nine of the grants management software providers, including MicroEdge, GIFTS, Foundant, nPower, and SmartSimple. Similarly, the Foundation Center's existing hGrant reporting system, an html-based version of the eGrant standard, allows foundations to automatically, accurately, and consistently capture and transmit information from the foundation's own Web site or RSS feed. The Center made the hGrant reporting data received available free of charge to the general public in the "Looking Inside Foundations" area of Glasspockets [http://www.glasspockets.org/inside/whgp/index.html]. Foundation Directory Online (FDO) Enhancement: The Center improved Foundation Center Updater [http://updater.foundationcenter.org/], with a feature that allows grantmakers to make direct updates to their FDO profile, making it easier to provide the Center with current information. With this improvement, grantmakers are helping to keep their public facing information timely and accurate. In addition, the Center merged IssueLab reports to FDO Professional's Power Search, replacing PubHub, so that search results now reference this larger, more comprehensive dataset. Also, new in 2012, FDO Professional subscribers and visitors to certain libraries and Philanthropy Information Centers can access FDO by using Android devices. Last year, the Center provided 154,019 users free FDO accounts. Fondos a la Vista: Developed in partnership with the Philanthropy and Civil Society Project at Instituto Tecnolgico Autnomo de Mxico (ITAM) and Alternatives y Capacidades in Mexico, the Center developed an online Spanish-language directory including data on over 22,000 nonprofit organizations in Mexico. The directory offers users with reliable and publically accessible information about Mexican donors, their respective philanthropic activity, including the organizations they fund. Foundation Grants to Individual Online Redesign: Individual grantseekers such as artists and students have very specific fundraising needs and benefit greatly from a product uniquely tailored to those needs. Foundation Grants to Individuals Online is a valuable resource for this audience, allowing them to find prospective funders based on fields of interest and types of support specific to the individual grantseeker. In 2012, the Center released the redesigned, user-friendly version by adding new tools, search fields, and foundation social media links. Creating Knowledge Resources: In partnership with the International Human Rights Funders Group (IHRFG), the Center launched Advancing Human Rights, a first-ever initiative to track, report on, and open public access to foundation support for human rights worldwide. The initiative has included: creating a human rights custom version of the Philanthropy In/Sight data visualization platform, which provides access to grants awarded by over 150 IHRFG, Ariadne, and International Network of Women's Funds members, as well as over 12,000 funders; collecting, processing, indexing, and researching all human rights grants data received from foundations in 29 countries; matching the definition of 'human rights grantmaking' to internal grants taxonomy with approval and adoption by an international team of advisors; expanding Grants Classification System to better capture human rights-related grantmaking; conducting interviews with 25 leading human rights funders on current challenges and opportunities; and preparing a first-ever benchmark study of foundation funding for human rights; scheduled for release in 2013. Philanthropy In/Sight: With the creation of our Google Maps-based, interactive GIS tool, Philanthropy In/Sight [http://philanthropyinsight.org/] in 2009, the Center took a giant step forward in building a platform for visualizing the work of global philanthropy. Philanthropy In/Sight helps grantmakers and grantseekers to better understand funding patterns worldwide, bolstering their strategic decision making and ability to identify opportunities for funding and/or collaboration. Each year, the Center continues to add data to increase Philanthropy In/Sight's utility. At the end of 2012, In/Sight includes information on more than 124,000 grantmakers, including nearly 15,000 foundations and 39,000 grants in Africa, Latin America, the Middle East, Europe, and China. In 2012, The Center developed three customized PINS editions, including Philanthropy In/Sight: Human Rights, Philanthropy In/Sight: LGBTQ, and Philanthropy In/Sight: Boys and Men of Color in California. |
| PROGRAM SERVICES - LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES | FORM 990, PART III, LINE 4B | EXPENSES $4,905,663 AND REVENUE $1,389,298 The Center operates professionally staffed library/learning centers in five locations-New York City; Washington, DC; Atlanta; Cleveland; and San Francisco-that offer free access to the Center's online subscription databases and books, other resources on funders and all aspects of philanthropy and nonprofit management and free educational programs. In 2012, the Center's libraries were utilized by over 45,000 visitors. The Center has an Online Librarian who responds to reference questions from people who prefer use its resources online. The Center's rotation of 22 free, in-person classes gives participants a comprehensive understanding of the grantseeking process. On its Website 16 webinars of its free classes, as well as free tutorials and interactive courses and audio/video recordings of its special events, extend training opportunities to those who are unable to attend classroom presentations or who prefer to learn at their own pace in their home or office to about 9,000 online participants. These online courses save travel time and costs, and broaden the Center's reach into underserved and rural communities. In 2012, approximately 26,000 people participated in the Center's free training, both in-person and online. The Center also coordinates a network of funding information centers nationwide and around the world - more than 475 Cooperating Collections that offer free local access to core Center resources, including the Foundation Directory Online Professional and training. Other major library/learning center accomplishments in 2012 include the following: Enhancing GrantSpace: GrantSpace [http://www.grantspace.org] is a dynamic, interactive online tool specifically designed for nonprofits worldwide in need of know-how for securing funding and operating effective organizations. This past year, GrantSpace provided approximately 989,890 unique visitors with free access to Foundation Center resources, reducing both training and travel costs and providing convenient 24-hour access to anyone, anywhere. Creating original multimedia content is critical to the ongoing relevance and success of GrantSpace as a thriving learning community. In 2012, the Center added over 100 original pieces of multimedia content, including 11 webinar recordings, 66 video recordings, and 32 podcasts. The Center's multimedia archives were viewed more than 66,000 times during the year. Additionally, GrantSpace's resources were significantly bolstered through the development of a widget that dynamically integrated the Foundation Center IssueLab's extensive knowledge repository of over 12,000 case studies, evaluations, white papers, and issue briefs--which address some of the world's most pressing social challenges, that were published by over 2,000 social sector organizations. The Center also added interactive elements such as Course Advisor, a diagnostic tool that recommends free and fee-based training courses by assessing a user's skill level and experience. Finally, the Center further opened access to it's resources by launching a mobile version that features the Center's fundraising tools. New Training Courses: To keep content relevant to the challenges that nonprofits face today, the Center added new programs that address critical sector issues, including evaluation, collaboration, and revenue planning. Also, the Center expanded their leadership group initiative, bringing a community of nonprofit leaders together to share challenges and strategies for organizational effectiveness; these programs specifically served executive directors and development directors. Providing Access to Under-Resourced Audiences: Building upon it's local and national scholarship program that targets nonprofit representatives who are unable to participate in our fee-based training because of financial barriers, the Center offered 95 New York-based and 120 national-based scholarships in 2012. The Center also continued to offer Spanish-language classes in our library/learning centers, while audio editions of Guide to Proposal Writing and training videos of Grantseeking Basics are available for free download in both English and Spanish. These multimedia resources are also serving people with visual impairments. GrantSpace now includes 76 Spanish language knowledge-based articles, which were viewed in 2012 more than 44,000 times. The Center continued to offer convenient, local access to the Center's resources, online and on the ground, through the five regional library/learning centers, and over 475 Philanthropy Information Centers (formerly "Cooperating Collections"). These sites provided walk-in visitors with free access to the Center's print and online tools and resources geared toward building the capacity and improving nonprofit management. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS | FORM 990, PART III, LINE 4C | EXPENSES $3,887,631 AND REVENUE $882,172 The Center conducts research and publishes reports on the growth of the foundation field and on trends in foundation support of the nonprofit sector. To maximize the impact of its research, it hosts briefings and panels to discuss key findings, and "spreads the word" through social media. To make knowledge accessible to all, it makes its full reports or highlights from them available for free download at its web site. Special efforts in Research and other programs in 2012 include the following: GrantCraft: GrantCraft [www.grantcraft.org] is a joint project of the Foundation Center and the Brussels-based European Foundation Centre. By publishing resources and facilitating the exchange of information among funders around the world, GrantCraft increases the collective knowledge of the field and improves the practice of philanthropy. In 2012, the Center refreshed the GrantCraft Website to provide more intuitive navigation and published four new guides. The latest guide, Scanning the Landscape 2.0, includes 15 interviews from U.S. and European foundations and examples of how technology is making scanning faster and easier than ever before. Three European Foundation Centre-produced guides, Funding for Inclusion, Foundations in Europe Working Together, and Speaking Up! offering innovative knowledge about how European foundations do their work. Over 150 funders across the European Union were engaged in developing this content; these guides present insight on strategies for funding issues related to women and girls, collaboration, and advocacy. The Foundation Registry i3: The Foundation Registry i3 [www.foundationregistryi3.org] was created by education funders to support Investing in Innovation (i3) program of the U.S. Department of Education (ED). ED provides competitive grants to i3 applicants to expand groundbreaking practices that improve student achievement, close achievement gaps, decrease drop-out rates, increase high school graduation rates, or increase college enrollment or completion rates. The Foundation Center administered Foundation Registry i3 in 2012, providing outreach and support to applicants and funders. As a result, 100% of the 2012 i3 highest-rated applicants (HRAs) met ED's requirements for a private sector match. The Center also added sixteen new foundations to the Registry, including six that pledged grants to this year's HRAs. Initiative for Sustainable Arts in America: In partnership with the Hauser Center for Nonprofit Organizations, the Foundation Center initiated SustainArts.org, a community based effort to strengthen the nation's cultural infrastructure. Working with a diverse range of community partners across the country the Center worked to analyze the linkages between capitalization, demography, and participation, core to develop bold new policies to support the arts at the local and national level. Reports to Address the Sector's Most Pressing Issues: The Foundation Center continues to provide custom research reports utilizing data from our comprehensive grants database to address critical and timely issues. Where Do We Go From Here? Philanthropic Support for Black Men and Boys (http://foundationcenter.org/gainknowledge/reseach/pdf /osf_bmb.pdf), for example, was released in May 2012 by the Foundation Center and the Open Society Foundations (OSF). This report is the first of its kind to document the wide variety of philanthropic activity in support of black men and boys, raising the visibility of critical issues facing communities across the nation. It found that nearly every major indicator of economic, social, and physical well-being shows that black men and boys in the U.S. do not have access to the structural supports and opportunities needed to thrive. The research also reveals that annual funding designated for black men and boys has been rising steadily, from $10 million in 2003 to $29 million in 2010; between 2008 and 2010, education garnered 40% of these grant dollars. Benchmarking Payout Reports: The Center released two new reports that examine the payout practices and spending patterns of more than 1,000 larger U.S. independent foundations. These reports provide an authoritative, unbiased source of knowledge to help the public and policymakers better understand foundation practice and to help foundations benchmark their own activities. Understanding and Benchmarking Foundation Payout explains the concept of "payout," which refers to the total amount that a foundation reports as its charitable distribution. The report is the first of its kind to track payout practices of the largest U.S. foundations. Benchmarking Foundation Administrative Expenses: Update on How Operating Characteristics Affect Spending considers how differences in foundations' infrastructure, operations, and programmatic activities influence spending patterns. Hurricane Sandy Response: While the Foundation Center's main office in New York was closed due to the effects of Hurricane Sandy, staff worked from home to collect information about relief grants. The Center informed the public daily with information regarding the philanthropic sector's response to this disaster through outlets such as the Chronicle on Philanthropy and our own Philanthropy News Digest. In total, the Center collected information on 611 grants from 427 grantmakers adding up to $217,828,683. The work led to strategic partnerships aimed to gather more comprehensive data on disasters, reducing redundancy and improving collaboration. IssueLab: IssueLab is an initiative of the Foundation Center. It is an online knowledge sharing platform that provides free and open access to resources that analyze the world's most pressing social, economic, and environmental challenges and their potential solutions. Today, IssueLab represents one of the largest collections of social sector knowledge, spanning 40 issues areas and containing over 12,000 resources produced by more than 2,000 organizations. In 2012, IssueLab took on the stewardship of two organizational archives, one for Public/Private Ventures and one for Public Education Network, both of which ceased operations in 2012 after decades of producing high quality research. Their findings and analysis will continue to inform social sector practitioners, researchers, and advocates through the IssueLab collection. IssueLab also worked with Worldwide Initiatives for Grantmaker Support (WINGS) to overhaul the organization's static eLibrary and create the WINGS Knowledge Center. This "knowledge center" service is an extension of the IssueLab platform that enables organizations, coalitions, and networks to quickly and easily create and maintain their own online libraries. The WINGS Knowledge Center provides a clearinghouse for publications produced by WINGS, its global network of 145 associations, and support organizations located in 54 countries. IssueLab enables social sector organizations to broadly share their resources, using e-newsletters alerts, Web site, and RSS feeds. Access is also available through other online services that harvest and share IssueLab's metadata. In addition to mainstreaming the social sector's knowledge, IssueLab provides greater exposure for the people who generate these resources by featuring the authors and researchers, the issue experts who create them. IssueLab's aim is to highlight the relevance of the knowledge, organizations, and people of the social sector by curating special collections on current events as they occur, special collection on gun violence in the US released days after the Newtown, CT mass shooting. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS (CONTINUED) | FORM 990, PART III, LINE 4C | Glasspockets Expansion: Glasspockets [http://www.glasspockets.org] remains the Foundation Center's main tool for encouraging greater transparency in the world of philanthropy. It provides critical information about the entire field, gives clear examples of the relevancy of foundations' work to the challenges of our time, and includes a range of tools that identify best practices among foundations in promoting transparency in the digital age. Since its launch, a growing number of foundations are using it as a means to benchmark their own Web design and social media practices. The site now includes 50 foundation profiles (22 added in 2012), averaging 4,000 visits per month. Eye on the Giving Pledge: Eye on the Giving Pledge combines the Foundation Center's authoritative data on philanthropy with public information to offer an in-depth picture of the Giving Pledge, an effort spearheaded by Warren Buffett and Bill and Melinda Gates that encourages the wealthiest Americans to commit the majority of their assets to philanthropic causes. In 2012, the Foundation Center created a page on their Glasspockets Web site to include information on its participants, their charitable activities, and the potential impact of this collective effort. It contains profiles of the 81 individuals and families that have signed the Pledge. Each profile details the participant's net worth, primary industry affiliation, giving interests, related foundations, charitable board service, and philanthropic press coverage. Charts reveal demographic trends in participation, including geographic distribution, industry affiliation, net worth, and age of the pledgers. Additionally, curated reading lists provide insights and opinion about the Giving Pledge more broadly. Reporting Commitment: The 15 largest U.S. foundations are working with the Foundation Center to assist in the Reporting Commitment initiative aimed to advance transparency. The participating foundations made this commitment to each other and the field based on the belief that accurate and accessible information is critical to effective collaboration, strategic decision making, and a more engaged philanthropy sector. The Foundation Center was selected to provide technical implementation of this initiative due to its strategic position in the sector in the area of standards and taxonomy. Grant information, which will be reported at least quarterly by each foundation, is available on Glasspockets, which includes an interactive map of the data (http://glasspockets.org/work/reportingcommitment/map. .html) that allows people to see the national and global reach of America's largest foundations. foundations. LOCAL CHAPTERS, BRANCHES, OR AFFILIATES FORM 990, PART VI, LINE 10A THE CENTER MAINTAINS AND OPERATES A NETWORK OF 5 PROFESSIONALLY-STAFFED LIBRARY/LEARNING CENTERS IN NEW YORK CITY, SAN FRANCISCO, WASHINGTON D.C., CLEVELAND AND ATLANTA. THESE ARE UNINCORPORATED DIVISIONS THAT USE THE SAME TAX IDENTIFICATION NUMBER AS THE CENTER. THE LIBRARY/LEARNING CENTERS ARE GOVERNED BY THE SAME WRITTEN POLICIES AND PROCEDURES AS THE CENTER TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THOSE OF THE CENTER'S. |
| FORM 990 REVIEW | FORM 990, PART VI, LINE 11B | The Center's form 990 is prepared by the Accounting Manager under the direct supervision of the Controller and the Vice President for Finance and Administration reviews the return. The draft Form 990 is then reviewed by members of the tax department of the Center's independent accounting firm, KPMG LLP, and then by the organization's President. Subsequently, the Audit Committee of the Center's Board of Trustees and the full Board reviews the return. After responding to all inquiries and making any necessary changes, the final Form 990 is provided to all members of the Board prior to its filing with the IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | A conflict of interest disclosure statement is obtained annually from all trustees, officers, managers and other key employees who are currently serving the Center. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIRMAN OF THE BOARD. |
| COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE CENTER'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD, THROUGH THE USE OF AN INDEPENDENT CONSULTANT, OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. A FULL INDEPENDENT COMPENSATION REVIEW FOR ALL EXECUTIVES AND OTHER SELECTED STAFF WAS COMPLETED IN 2010, AND A REVIEW IS IN PROCESS DURING FALL 2013. |
| AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | THE CENTER'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | AS OF DECEMBER 31, 2012, THE $(180,022) IN OTHER CHANGES IN NET ASSETS CONSISTS OF $(42,877) PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC COST FOR THE CURRENT YEAR, SEVERANCE PAYMENTS AND OUTPLACEMENT SERVICES FOR TWO TERMINATED EMPLOYEES OF $(145,430), AND ACQUISITION OF ASSETS (CASH ACCOUNTS AND ACCOUNTS RECEIVABLE) OF $8,285 FROM ISSUELAB, A TWO-PERSON NONPROFIT ACQUIRED IN 2012. |