ROCKVILLE INSTITUTE A RESEARCH INSTITUTE FOR THE ADVANCEMENT OF S: Form 990, tax year 2011
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- Organization
- ROCKVILLE INSTITUTE A RESEARCH INSTITUTE FOR THE ADVANCEMENT OF S (EIN 20-3332738)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201212289349302266
- Schema version
- 2011v1.2
- 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 | 2012-08-15T11:41:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521186096 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO & MCGEEHIN CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203332738 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROCKVILLE INSTITUTE A RESEARCH INST | BusinessNameLine1 |
| Business Name Line2 | FOR THE ADVANCEMENT OF SOCIAL SCIENCE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROCK | NameControl |
| Phone | 3012511500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER R GILL | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 3012511500 | Phone |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA A O'MALLEY CPA | Name |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER R GILL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1728387 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ROCKVILLEINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE SOCIAL SCIENCES BY PERFORMING RESEARCH AND DISSEMINATING RESEARCH FINDINGS TO THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 743526 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1728387 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 743526 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1728387 | 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 | 726928 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 565135 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 22511 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38797 | OtherExpensePriorYear |
| Other Expenses Current Year | 940472 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 765725 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1505607 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22199 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 222780 | RevenuesLessExpensesCY |
| Total Assets BOY | 749923 | TotalAssetsBOY |
| Total Assets EOY | 1735257 | TotalAssetsEOY |
| Total Liabilities BOY | 807293 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1569847 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -57370 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 165410 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ROCKVILLE INSTITUTE FOR THE ADVANCEMENT OF SOCIAL SCIENCE IS A NONPROFIT CORPORATION DEDICATED TO ADVANCING THE SOCIAL SCIENCES BY PERFORMING RESEARCH AND DISSEMINATING RESEARCH FINDINGS TO THE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1245636 | Expense |
| Description | NISMART3 8845: RESEARCH ON THE NATIONAL INCIDENCE OF MISSING CHILDREN, THEIR CHARACTERISTICS, AND THE EVENTS THAT CAUSE THEM TO BECOME MISSING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 160352 | Expense |
| Description | EVL RWJ PUBLIC HEALTH LAW 8901: EVALUATING PUBLIC HEALTH LAW RESEARCH AND PUBLIC HEALTH LAW NETWORK PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4422 | Expense |
| Description | ESSI PROJECT: STATISTICAL ANALYSIS REPORT OF NATIONAL DATA ON THE AVAILABILITY AND USE OF EDUCATIONAL TECHNOLOGY IN PUBLIC ELEMENTARY AND SECONDARY SCHOOLS, DISTRICTS, AND CLASSROOMS DURING THE 2008-2009 SCHOOL YEARS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 575 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 575 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1410985 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 0 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R GILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3016104927 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 RESEARCH BOULEVARD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDREA SEDLAK | ||||||
| BOARD MEMBER | 6.00 | X | X | 10276 | 195231 | 22529 |
| ALEXANDER RATNOFSKY | ||||||
| BOARD MEMBER | 1.00 | X | X | 0 | 352996 | 35557 |
| W SHERMAN EDWARDS | ||||||
| BOARD MEMBER | 1.00 | X | X | 0 | 221118 | 38384 |
| DEBRA ROG | ||||||
| PRESIDENT | 3.00 | X | 7723 | 185352 | 30662 | |
| PETER R GILL | ||||||
| VICE PRESIDENT | 1.00 | X | X | 7499 | 242456 | 33081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 25498 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1197153 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 160213 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 | WESTAT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BLVD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PROJECT MANAGEMENT | DescriptionOfServices |
| Compensation | 755980 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 438171 | GovernmentGrants |
| All Other Contributions | 1290216 | AllOtherContributions |
| Total Contributions | 1728387 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1728387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28845 | Total |
| Program Services | 20354 | ProgramServices |
| Management And General | 8491 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435105 | Total |
| Program Services | 378486 | ProgramServices |
| Management And General | 39105 | ManagementAndGeneral |
| Fundraising | 17514 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18144 | Total |
| Program Services | 14753 | ProgramServices |
| Management And General | 2694 | ManagementAndGeneral |
| Fundraising | 697 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52373 | Total |
| Program Services | 43473 | ProgramServices |
| Management And General | 7065 | ManagementAndGeneral |
| Fundraising | 1835 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30668 | Total |
| Program Services | 25508 | ProgramServices |
| Management And General | 4115 | ManagementAndGeneral |
| Fundraising | 1045 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1022 | Total |
| Management And General | 1022 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414 | Total |
| Management And General | 414 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5490 | Total |
| Program Services | 3396 | ProgramServices |
| Management And General | 1890 | ManagementAndGeneral |
| Fundraising | 204 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7069 | Total |
| Program Services | 4389 | ProgramServices |
| Management And General | 2516 | ManagementAndGeneral |
| Fundraising | 164 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16328 | Total |
| Program Services | 14847 | ProgramServices |
| Management And General | 866 | ManagementAndGeneral |
| Fundraising | 615 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13432 | Total |
| Program Services | 12278 | ProgramServices |
| Management And General | 732 | ManagementAndGeneral |
| Fundraising | 422 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2428 | Total |
| Program Services | 2156 | ProgramServices |
| Management And General | 272 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1079 | Total |
| Program Services | 345 | ProgramServices |
| Management And General | 719 | ManagementAndGeneral |
| Fundraising | 15 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2210 | Total |
| Management And General | 2210 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMPLETION RESERVE | Description |
| Total | 891000 | Total |
| Program Services | 891000 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1505607 | Total |
| Program Services | 1410985 | ProgramServices |
| Management And General | 72111 | ManagementAndGeneral |
| Fundraising | 22511 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623787 | BOY |
| EOY | 474267 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126136 | BOY |
| EOY | 950000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 310990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749923 | BOY |
| EOY | 1735257 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51313 | BOY |
| EOY | 955317 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 755980 | BOY |
| EOY | 614530 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 807293 | BOY |
| EOY | 1569847 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -57370 | BOY |
| EOY | 165410 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -57370 | BOY |
| EOY | 165410 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749923 | BOY |
| EOY | 1735257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 222780 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 459989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 907222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 434242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 743526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1728387 | CurrentTaxYear |
| Total | 4273366 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 459989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 907222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 434242 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 743526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1728387 | CurrentTaxYear |
| Total | 4273366 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1826489 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2446877 | PublicSupportTotal170 |
| Total Support | 4273366 | TotalSupport |
| Public Support Pertcentage170 | 0.57260 | PublicSupportPertcentage170 |
| 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) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATE | Description |
| Amount | $614,530 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 614530 | TotalOfAmounts |
| Total Revenue | 1728387 | TotalRevenue |
| Total Expenses | 1505607 | TotalExpenses |
| Excess Or Deficit For Year | 222780 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 222780 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1728387 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1728387 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1728387 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1505607 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1505607 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1505607 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA SEDLAK | |||||||||||||
| 8776 | 166735 | 1500 | 28496 | 0 | 0 | 1113 | 21147 | 14 | 255 | 11403 | 216633 | 0 | 0 |
| ALEXANDER RATNOFSKY | |||||||||||||
| 0 | 197704 | 0 | 155292 | 0 | 0 | 0 | 25990 | 0 | 9567 | 0 | 388553 | 0 | 0 |
| W SHERMAN EDWARDS | |||||||||||||
| 0 | 182416 | 0 | 38702 | 0 | 0 | 0 | 24554 | 0 | 13830 | 0 | 259502 | 0 | 0 |
| DEBRA ROG | |||||||||||||
| 6861 | 164656 | 862 | 20696 | 0 | 0 | 859 | 20619 | 369 | 8815 | 8951 | 214786 | 0 | 0 |
| PETER R GILL | |||||||||||||
| 5554 | 179566 | 1945 | 62890 | 0 | 0 | 780 | 25210 | 213 | 6878 | 8492 | 274544 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | FORM 990, SCHEDULE J,PART I, LINE 3 ROCKVILLE INSTITUTE HAS NO EMPLOYEES, ALL BOARD OF DIRECTORS AND OFFICERS WORK FOR AND ARE PAID BY WESTAT INC. THE BOARD OF DIRECTORS OF WESTAT INC HAS A COMPENSATION COMMITTEE THAT REVIEWS THE INCREASES AND BONUSES FOR MANAGEMENT STAFF. ANNUALLY DECISIONS ARE NOTED IN THE MINUTES OF THE MEETING. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | THE BOARD OF DIRECTORS OF ROCKVILLE INSTITUTE ARE COMPRISED OF MEMBERS OF MANAGEMENT OF WESTAT INC., A RELATED ORGANIZATION, WHO MEET THROUGHOUT THE COURSE OF NORMAL BUSINESS OPERATIONS. THEREFORE, FORMAL WRITTEN DOCUMENTATION OF ACTIONS IS NOT MAINTAINED. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT MAINTAIN COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ROCKVILLE INSTITUTE'S (RI) BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ROCKVILLE INSTITUTE'S CONFLICT OF INTEREST POLICY IS BASED ON THE FOLLOWING PRINCIPLES AND EACH BOARD MEMBER AND OFFICER CERTIFIES TO COMPLIANCE ANNUALLY: 1.EACH BOARD MEMBER AND OFFICER MUST AVOID CREATING A CONFLICT OR THE APPEARANCE OF A CONFLICT OF INTEREST BETWEEN THEIR ROLE AT THE ROCKVILLE INSTITUTE AND THEIR RESPONSIBILITIES OR INTERESTS OUTSIDE OF THE ROCKVILLE INSTITUTE. 2.BOARD MEMBERS AND OFFICERS MUST ENSURE THAT ACTIVITIES OF ROCKVILLE INSTITUTE ARE CONSISTENT WITH ITS CHARTER AND THE GUIDELINES FOR FEDERAL TAX EXEMPT ORGANIZATIONS. 3.BOARD MEMBERS AND OFFICERS MUST BE COMMITTED TO THE BEST INTERESTS OF ROCKVILLE INSTITUTE AND MUST NOT PLACE THEMSELVES IN CIRCUMSTANCES THAT MAY INTERFERE WITH THIS COMMITMENT. ACCORDINGLY, EACH BOARD MEMBER AND OFFICER HAS A RESPONSIBILITY TO REVIEW HIS OR HER ACTIVITIES FOR COMPLIANCE WITH THESE PRINCIPLES AND TO BRING ACTIVITIES OR CIRCUMSTANCES THAT MAY BE QUESTIONED UNDER THESE PRINCIPLES TO THE ATTENTION OF THE ROCKVILLE INSTITUTE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND AVAILABLE UPON REQUEST. |
| FORM 990, PART V, LINES 1A, 1B, 1C AND 2A | ROCKVILLE INSTITUTE DOES NOT HAVE ANY EMPLOYEES. ALL COMPENSATION AND BENEFITS TO THE BOARD OF DIRECTORS AND OFFICERS ARE RECEIVED FROM WESTAT, INC., WHICH ARE REPORTED ON FORM 1120S FILED BY WESTAT, INC., UNDER THE EMPLOYER IDENTIFICATION NUMBER 84-0529566. |
| FORM 990, PART VII, SECTION A, COLUMN B | THE FOLLOWING OFFICERS AND DIRECTORS LISTED ON FORM 990, PART VII, SECTION A SPEND THE FOLLOWING AVERAGE HOURS PER WEEK WORKING ON THE BUSINESS OF WESTAT INC., A RELATED ORGANIZATION: DEBRA ROG 37 HOURS ALEXANDER RARNOFSKY 39 HOURS ANDREA SEDLAK 34 HOURS W. SHERMAN EDWARDS 39 HOURS PETER R. GILL 40 HOURS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTAT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RESEARCH BLVD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840529566 | EIN |
| Primary Activity | GOVERNMENT RESEARCH | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | S | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTAT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 755980 | AmountInvolved |
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