PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY (EIN 94-2528433)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-02
- IRS object ID
- 201342149349300929
- 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 | 2013-08-02T14:38:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942290202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA LABAGH DOBBERSTEIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY STREET FIFTH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | 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 | 942528433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PACI | NameControl |
| Phone | 4159890833 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMBARCADERO CENTER NO 350 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA C PIPES | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 4159890833 | Phone |
| Date Signed | 2013-08-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD K SIMONIAN | Name |
| PTIN | P00232207 | PTIN |
| Phone | 4153974444 | Phone |
| Date Prepared | 2013-08-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | --- | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SARA C PIPES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMBARCADERO CENTER NO 350 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5184219 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PACIFICRESEARCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | CHAMPION FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4638195 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4665391 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 40915 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39621 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10169 | InvestmentIncomePriorYear |
| Investment Income Current Year | -167 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17009 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22351 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4706288 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4727196 | 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 | 2495562 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1489797 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 734906 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2409100 | OtherExpensePriorYear |
| Other Expenses Current Year | 2120201 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4904662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3609998 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -198374 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1117198 | RevenuesLessExpensesCY |
| Total Assets BOY | 3833630 | TotalAssetsBOY |
| Total Assets EOY | 4865668 | TotalAssetsEOY |
| Total Liabilities BOY | 383034 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 296731 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3450596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4568937 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PRI CHAMPIONS FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. THE INSTITUTE PROVIDES PRACTICAL SOLUTIONS FOR THE POLICY ISSUES THAT IMPACT THE DAILY LIVES OF ALL AMERICANS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 985859 | Expense |
| Description | HEALTH CARE--PRI PROPOSES MARKET BASED REFORMS THAT WOULD IMPROVE AFFORDABILITY, ACCESS, QUALITY, AND CONSUMER CHOICE. PRI RELEASED THE PIPES PLAN: THE TOP TEN WAYS TO DISMANTLE AND REPLACE OBAMACARE; A PRIMER ON THE ORPHAN DRUG MARKET; THE BENEFITS OF DENTAL SERVICE ORGANIZATIONS; ORPHAN DRUGS & HUMANITARIAN DEVICES; OBAMACARE'S TAX ON MEDICAL DEVICES CUTS R&D BY $2 BILLION A YEAR; WILL AMERICANS EVER CONTROL AS MANY OF OUR OWN HEALTH DOLLARS AS THE SWISS, THE SWEDES OR THE CANADIANS?; SKIN IN THE GAME: GOVERNOR BROWN IS RIGHT AND SECRETARY SEBELIUS IS WRONG ABOUT MEDICAID CO-PAYS; FEED THE BEAST: RENEWING THE PRESCIPTION DRUG USER FEE. THE CENTER CONTINUED TO PUBLISH ITS HEALTH POLICY PRESCRIPTION SERIES AND CONTRIBUTED NEARLY 200 OPEDS, PARTICIPATED IN ABOUT 75 RADIO AND TV INTERVIEWS, AND CITED IN MORE THAN 100 PUBLICATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 287631 | Expense |
| Description | EDUCATION--PRI PROMOTES PARENTAL CHOICE, HIGH ACADEMIC STANDARDS, TEACHER QUALITY, CHARTER SCHOOLS, AND BLENDED LEARNING. PRI RELEASED OBAMA'S EDUCATION TAKEOVER, AND THE CENTER PUBLISHED MORE THAN 30 OPEDS, PARTICIPATED IN ABOUT TWO DOZEN TV AND RADIO INTERVIEWS, AND CITED IN MORE THAN 40 ARTICLES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 55327 | Revenue |
| Description | BUSINESS AND ECONOMICS--PRI DEMONSTRATES HOW THE ENGINE OF ECONOMIC GROWTH AND PROSPERITY IS STIFLED BY ONEROUS TAXES AND REGULATIONS. PRI PUBLISHED, POLICY REFORMS TO CONTROL RISING GOVERNMENT COMPENSATION COSTS: A COMPARISON OF TEXAS AND CALIFORNIA AND EUREKA! HOW TO FIX CALIFORNIA. THIS CENTER PUBLISHED MORE THAN 100 OPEDS, PARTICIPATED IN A DOZEN RADIO INTERVIEWS AND CITED IN MORE THAN 70 ARTICLES. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 109207 | ENVIRONMENT PRI EXAMINES AND PROMOTES THE ESSENTIAL INGREDIENTS FOR ABUNDANT RESOURCES AND ENVIRONMENTAL QUALITY: PROPERTY RIGHTS, MARKETS, LOCAL ACTION, AND PRIVATE INITIATIVE. PRI PUBLISHED THE CRUSADE AGAINST PLASTIC BAGS; CALIFORNIA'S ENERGY FUTURE; CALIFORNIA'S EV FETISH AND CONTINUED TO MAINTAIN AND UPDATE ITS WEBSITE, ENVIRONMENTAL TRENDS.ORG. THE ENVIRONMENTAL CENTER PUBLISHED MORE THAN 15 OPEDS, INTERVIEWED IN A HALF-DOZEN RADIO SHOWS, AND CITED IN MORE THAN 50 ARTICLES. |
| 429713 | CALWATCHDOG.COM CALWATCHDOG IS AN INDEPENDENT NEWS WEBSITE DESIGNED TO KEEP A WATCHFUL EYE ON POLITICS AND POLICY IN SACRAMENTO AND THROUGHOUT CALIFORNIA. THIS NEWS BUREAU FEATURES IN-DEPTH INVESTIGATIVE REPORTS, DAILY NEWS STORIES, A BLOG AND ORIGINAL COMMENTARY. IN 2012, CALWATCHDOG PUBLISHED HUNDREDS OF NEWS STORIES AND INVESTIGATIVE ARTICLES. IT HAS INCREASED ITS FACEBOOK AND TWITTER FOLLOWERS SIGNIFICANTLY SINCE 2011. |
| 33481 | THE LAFFER CENTER AT PRITHE LAFFER CENTER AT PRI WAS ANNOUNCED IN NOVEMBER OF 2012. HEADED BY NOTED ECONOMIST, DR. ARTHUR B. LAFFER, THE NATIONALLY FOCUSED CENTER WILL PROMOTE FISCAL RESPONSIBILITY THROUGH LOWER TAXES, LESS REGULATION, AND APPLY FREE-MARKET APPROACHES TO ECONOMIC ISSUES. THE CENTER RELEASED CORPORATE INCOME TAX ELASTICITY: HOW REPUBLICANS CAN HAVE LOWER TAX RATES AND DEMOCRATS CAN COLLECT MORE TAX REVENUE! FOR THE YEAR ENDED 12/31/2012, THE ORGANIZATION RECEIVED APPROXIMATELY $495,000 OF CONTRIBUTIONS FROM THE TEXAS PUBLIC POLICY FOUNDATION AS PART OF THE LAFFER CENTER AT PRI. |
| 564898 | GENERAL PROGRAM AND MARKETING EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1137299 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2410789 | 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 | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 14 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4159890833 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMBARCADERO CENTER SUITE 350 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| KATHERINE H ALDEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT J ERNST III | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES T FARRELL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER C FARRELL PHD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CLARK S JUDGE | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL M KOLKEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS C MAGOWAN | |||||||
| BOARD SECRETARY-TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| NERSI NAZARI | |||||||
| VICE CHAIR (LEFT NOV 2012) | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL OLIVER | |||||||
| CHAIRMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE M SAVAGE MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD A WALLACE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER WRIGHT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SARA C PIPES | |||||||
| PRESIDENT & CEO | 40.00 | X | 344522 | 0 | 11520 | X | |
| CHRISTOPHER COX | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SANDRA E GALE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THEODORE W ULLYOT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RUSSELL A JOHNSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTINE HUGHES | |||||||
| VICE PRESIDENT | 40.00 | 147923 | 0 | 12301 | X | ||
| ROWENA ITCHON | |||||||
| VICE PRESIDENT, MARKETING | 40.00 | 150900 | 0 | 4899 | X | ||
| LANCE T IZUMI | |||||||
| SENIOR DIRECTOR, CE | 40.00 | 161000 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 804345 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 28720 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBRIDGE COMMUNICATIONS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722-A WISCONSIN AVE NW 21 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PUBLIC RELATIONS | DescriptionOfServices |
| Compensation | 247258 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 161802 | FundraisingEvents |
| All Other Contributions | 4503589 | AllOtherContributions |
| Noncash Contributions | 729479 | NoncashContributions |
| Total Contributions | 4665391 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONFERENCE FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 39621 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39621 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39621 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3463 | TotalRevenueColumn |
| Exclusion | $3,463 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6645 | TotalRevenueColumn |
| Exclusion | $6,645 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 336455 | Securities |
| Other | 1040 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 336542 | Securities |
| Other | 4583 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -87 | Securities |
| Other | -3543 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3630 | TotalRevenueColumn |
| Exclusion | -$3,630 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 115898 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 161802 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 115898 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 15608 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15608 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15608 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 98 | TotalRevenueColumn |
| Related Or Exempt Function Income | 98 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 98 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4727196 | TotalRevenueColumn |
| Related Or Exempt Function Income | 55327 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,478 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833064 | Total |
| Program Services | 519409 | ProgramServices |
| Management And General | 119932 | ManagementAndGeneral |
| Fundraising | 193723 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529895 | Total |
| Program Services | 302642 | ProgramServices |
| Management And General | 91654 | ManagementAndGeneral |
| Fundraising | 135599 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45308 | Total |
| Program Services | 19912 | ProgramServices |
| Management And General | 12635 | ManagementAndGeneral |
| Fundraising | 12761 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81530 | Total |
| Program Services | 46780 | ProgramServices |
| Management And General | 13471 | ManagementAndGeneral |
| Fundraising | 21279 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22692 | Total |
| Management And General | 22692 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42680 | Total |
| Management And General | 42680 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Management And General | 150 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516622 | Total |
| Program Services | 516622 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86499 | Total |
| Program Services | 26409 | ProgramServices |
| Management And General | 40971 | ManagementAndGeneral |
| Fundraising | 19119 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90698 | Total |
| Program Services | 22102 | ProgramServices |
| Management And General | 9375 | ManagementAndGeneral |
| Fundraising | 59221 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306828 | Total |
| Program Services | 183039 | ProgramServices |
| Management And General | 48954 | ManagementAndGeneral |
| Fundraising | 74835 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22887 | Total |
| Program Services | 105 | ProgramServices |
| Management And General | 22782 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100552 | Total |
| Program Services | 29749 | ProgramServices |
| Fundraising | 70803 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120994 | Total |
| Program Services | 63690 | ProgramServices |
| Management And General | 31264 | ManagementAndGeneral |
| Fundraising | 26040 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24386 | Total |
| Program Services | 13085 | ProgramServices |
| Management And General | 4941 | ManagementAndGeneral |
| Fundraising | 6360 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PUBLICATIONS & NEWSLETT | 560233 | 537082 | 23151 |
| PRODUCTIONS AND PROGRAM | 125114 | 125114 | |
| DIRECT MAIL PROGRAM | 66971 | 66971 | |
| DEVELOPMENT OUTREACH | 17288 | 17288 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15607 | Total |
| Program Services | 5049 | ProgramServices |
| Management And General | 2802 | ManagementAndGeneral |
| Fundraising | 7756 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3609998 | Total |
| Program Services | 2410789 | ProgramServices |
| Management And General | 464303 | ManagementAndGeneral |
| Fundraising | 734906 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75220 | BOY |
| EOY | 155292 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2559826 | BOY |
| EOY | 3491468 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 874485 | BOY |
| EOY | 604855 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15893 | BOY |
| EOY | 3102 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5907 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27067 | BOY |
| EOY | 36868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 438023 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 335906 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193368 | BOY |
| EOY | 102117 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17675 | BOY |
| EOY | 411755 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64189 | BOY |
| EOY | 60211 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3833630 | BOY |
| EOY | 4865668 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383034 | BOY |
| EOY | 296731 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383034 | BOY |
| EOY | 296731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1273879 | BOY |
| EOY | 1557444 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2176717 | BOY |
| EOY | 3011493 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450596 | BOY |
| EOY | 4568937 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3833630 | BOY |
| EOY | 4865668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1117198 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1143 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 3842590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4510313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3802879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4605681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4665391 | CurrentTaxYear |
| Total | 21426854 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3842590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4510313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3802879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4605681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4665391 | CurrentTaxYear |
| Total | 21426854 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 21426854 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96777 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10108 | CurrentTaxYear |
| Total | 295859 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 3205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98 | CurrentTaxYear |
| Total | 3432 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21726145 | TotalSupport |
| Gross Receipts From Admissions Etc | 82867 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98160 | 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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 127604 | OtherCostOrOtherBasis |
| Depreciation | 79001 | Depreciation |
| Book Value | 48603 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 108112 | OtherCostOrOtherBasis |
| Depreciation | 88099 | Depreciation |
| Book Value | 20013 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 202307 | OtherCostOrOtherBasis |
| Depreciation | 168806 | Depreciation |
| Book Value | 33501 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 102117 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 13670 | F |
| EQUITY SECURITIES | 398085 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 411755 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4844237 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1143 | NetUnrealizedGainsInvestments |
| Other Revenues | 115898 | OtherRevenues |
| Revenue Not Rptd F990 | 117041 | RevenueNotRptdF990 |
| Revenue Subtotal | 4727196 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4727196 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3725896 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 115898 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 115898 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3609998 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3609998 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE INSTITUTE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501 (C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE INSTITUTE IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE INSTITUTE IS SUBJECT TO EXAMINATION FOR THE 2009 THROUGH 2012 TAX YEARS BY FEDERAL TAXING AUTHORITIES AND FOR THE 2008 THROUGH 2012 TAX YEARS BY STATE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 115,898. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 115,898. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 277700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 161802 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 115898 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 51683 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 64215 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 277700 | GrossReceiptsTotal |
| Charitable Contributions Total | 161802 | CharitableContributionsTotal |
| Gross Revenue Total Events | 115898 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 51683 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 64215 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 115898 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA C PIPES | ||||||||||||||
| PRESIDENT & CEO | 344522 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11520 | 0 | 356042 | 0 | 0 | 0 |
| CHRISTINE HUGHES | ||||||||||||||
| VICE PRESIDENT | 147923 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12301 | 0 | 160224 | 0 | 0 | 0 |
| ROWENA ITCHON | ||||||||||||||
| VICE PRESIDENT, MARKETING | 150900 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4899 | 0 | 155799 | 0 | 0 | 0 |
| LANCE T IZUMI | ||||||||||||||
| SENIOR DIRECTOR, CE | 161000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 161000 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 729479 | 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 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE TREASURER. THE TREASURER THEN FORWARDS THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE TREASURER. THE ACCOUNTING FIRM ADDRESSES ALL QUESTIONS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE MONITORS ITS POLICY THROUGH REGULAR REVIEWS. THE DISCOVERY OF ANY CONFLICTS ARE ADDRESSED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR MANAGEMENT PRESENTS A COMPLETE DETAILED REPORT TO THE COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS WITH RELATED BUSINESS EXPERIENCE. THE REPORT INCLUDES AN ANALYSIS OF CURRENT MARKET TRENDS; COMPARISON TO OTHER SIMILAR THINK TANK SALARIES GATHERED FROM 990S; AND ANALYSIS OF HOURS SPENT WORKING, JOB RESPONSIBILITIES, YEARS OF EXPERIENCE AND LEVEL OF EXPERTISE. THE COMPENSATION COMMITTEE APPROVES THE ANNUAL COMPENSATION PACKAGE FOR PRESENTATION AT THE ANNUAL MARCH BOARD MEETING FOR FULL APPROVAL BY THE ENTIRE VOTING BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY MAKE ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEAR. |