2012-07-16T10:33:18-05:00 2011-08-31 KPMG LLP 300 North Greene Street Suite 400 Greensboro NC 27401 990 2010-09-01 581454716 The Carter Center Inc CART 4044205100 453 FREEDOM PARKWAY ATLANTA GA 303071496 Christopher D Brown 4044205100 2012-07-12 true 3362753394 2010 2016-02-24 21:20:13Z JOHN B HARDMAN 453 FREEDOM PARKWAY ATLANTA GA 303071496 85132885 false X WWW.CARTERCENTER.ORG X 1981 GA The Carter Center is committed to advancing human rights and alleviating unnecessary human suffering. 19 17 200 250000 241855 -203531 62811963 66351602 0 0 18273694 17590144 308554 348805 81394211 84290551 11534364 9026841 0 0 19822804 21981907 93000 130425 8018365 43818807 42540254 75268975 73679427 6125236 10611124 431995460 473093418 11102918 9943822 420892542 463149596 The Carter Center, in partnership with Emory University, is guided by a fundamental commitment to human rights and the alleviation of human suffering; it seeks to prevent and resolve conflicts, enhance freedom and democracy, and improve health. While the program agenda may change, The Carter Center is guided by five principles: 1) The Center emphasizes action and results. Based on careful research and analysis, it is prepared to take timely action on important and pressing issues. 2) The Center does not duplicate the effective efforts of others. 3) The Center addresses difficult problems and recognizes the possibility of failure as an acceptable risk. 4) The Center is nonpartisan and acts as a neutral in dispute resolution activities. 5) The Center believes that people can improve their lives when provided with the necessary skills, knowledge, and access to resources. The Carter Center collaborates with other organizations, public or private, in carrying out its mission. false false 35820271 5702214 The Carter Center Health Programs fight six preventable diseases - Guinea worm, trachoma, schistosomiasis, lymphatic filariasis, malaria, and river blindness - by using health education and simple, low-cost methods. The Center also strives to improve access to mental health care. These efforts have brought to resource-limited countries better disease surveillance and health care delivery systems, many established as part of the Center's historic campaign to eradicate Guinea worm disease. Because communities often are burdened by several diseases, the Center also is pioneering new public health approaches to efficiently and effectively treat multiple diseases at once. 22414332 2736307 The Carter Center Peace Programs strengthen freedom and democracy in nations worldwide, securing for people the political and civil rights that are the foundation of just and peaceful societies. Since its inception, the Center has monitored more than 80 national elections. Beyond elections, the Center seeks to deepen democracy by nurturing citizen participation in public policy-making and by helping to establish government institutions that bolster rule of law, fair administration of justice, access to information, and government transparency. The Center also works to advance human rights laws that uphold the dignity and worth of each individual. 1144612 588320 The Carter Center receives broad-based support which is beneficial to all programs and is categorized as Cross Program. Expenses aid the achievement of the other program service goals and are considered additions to program service expenses. 59379215 true true false false false false false true false true true true false false true false false true false true true true false true true false false true true true false false false false false false true false true true false false false true true false false false true X 368 0 true 200 true true true true false false false true true false false false false X 19 17 true false false false false true true true true false true true true true true true true true true true false X X CHRISTOPHER D BROWN 4044205100 453 FREEDOM PARKWAY ATLANTA GA 303071496 X Terrence B Adamson 2.0 X 0 0 0 Arthur M Blank 1.0 X 0 0 0 Richard C Blum 2.0 X X 0 0 0 Kathryn E Cade 1.0 X 0 0 0 Jason Carter 1.0 X 0 0 0 James E Carter 40.0 X 0 0 0 Rosalynn Carter 40.0 X 0 0 0 Bradley N Currey Jr 2.0 X 0 0 0 Gordon D Giffin 1.0 X 0 0 0 Charlayne Hunter-Gault 1.0 X 0 0 0 Ben F Johnson III 2.0 X 0 0 0 Frank C Jones 1.0 X 0 0 0 James T Laney 1.0 X 0 0 0 Sherry Lansing 1.0 X 0 0 0 Douglas W Nelson 1.0 X 0 0 0 Kent C Nelson 4.0 X X 0 0 0 Marjorie M Scardino 1.0 X 0 0 0 Leah Ward Sears 1.0 X 0 0 0 Lynn H Stahl 1.0 X 0 0 0 James W Wagner 1.0 X 0 0 0 Tadahiro Yoshida 1.0 X 0 0 0 John B Hardman 40.0 X 296158 0 35551 Phillip J Wise 40.0 X 177929 0 20689 Christopher D Brown 40.0 X 131064 0 28987 Donald R Hopkins 32.0 X 191937 0 25810 John J Stremlau 40.0 X 170454 0 26752 Ryan McDonald 40.0 X 178158 0 30240 Seema N Shams 40.0 X 161667 0 14559 Frank O Richards 40.0 X 151941 0 15047 Thomas H Bornemann 40.0 X 145793 0 14438 Hrair A Balian 40.0 X 141795 0 22407 1746896 0 234480 25 false true false Ansar Inc 5561 Bethesda-Arno Rd THOMPSON STATION TN 37179 MAILSHOP SERVICES 523037 PROOF OF THE PUDDING 2033 MONROE DRIVE ATLANTA GA 30324 Events/catering 250010 EXECUTIVE MANAGEMENT SERVICES po box 505818 INDIANAPOLIS IN 45250 janitorial services 192961 KPMG LLP 303 Peachtree Street NE Suite 2000 ATLANTA GA 30308 Audit/Tax Services 192738 The Telos Group 1614 Riggs Place NW 1 WASHINGTON DC 20009 Consulting Services 173205 12 115600 455279 23451670 42329053 5368909 66351602 0 17590144 17590144 0 0 0 842334 455279 842334 0 0 0 FACILITIES USE FEES 532000 348805 241855 106950 348805 84290551 241855 17697094 614320 614320 71069 71069 8341452 8341452 0 0 1356295 479798 762008 114489 0 0 0 0 16299269 11123799 2324666 2850804 0 0 0 0 4326343 2874600 692429 759314 0 0 0 0 0 0 0 0 5967 5967 0 0 229594 47519 182075 0 0 0 0 0 130425 130425 0 0 0 0 9594470 8022327 382696 1189447 159893 65500 54364 40029 5657915 3451754 298043 1908118 104911 82528 15976 6407 0 0 0 0 1748736 1324504 270594 153638 14197496 13766881 51918 378697 0 0 0 0 1459699 1300527 12675 146497 0 0 0 0 0 0 0 0 921010 338876 360354 221780 486719 194246 292473 0 VEHICLES 4299507 4291240 5118 3149 INTERVENTIONS 2710635 2710635 0 0 OTHER MISCELLANEOUS 963702 271673 576458 115571 73679427 59379215 6281847 8018365 X 3456969 19109783 27117834 0 23892833 22541426 1606946 2220506 32652 221083 20945151 13472356 8070368 7472795 6308010 6482175 359367303 412870485 2142545 2175165 431995460 473093418 3643181 3560224 3190144 2309384 4269593 4074214 11102918 9943822 X 146776510 163880724 151440048 175274041 122675984 123994831 420892542 463149596 431995460 473093418 X 10611124 31645930 X X false true true X true true X 161187513 61238802 91080553 63796419 66351602 443654889 161187513 61238802 91080553 63796419 66351602 443654889 115079288 328575601 17333819 16971116 19104077 18273694 17590144 89272850 291147 357461 363755 381173 348805 1742341 534670080 0.61454 0.55884 X Beginning in fiscal year 2007, the Center's supporting organization, Carter Center Collaborative, Inc., began accepting significant contributions of in-kind goods. Revenues of more than $134 million in FY 2007, $75 million in FY 2008, $125 million in FY 2009, and $118 million in FY 2010 are included in the IRS Form 990 for Carter Center Collaborative, Inc. The total amount for each year is comprised of facilities use fees derived from event space rental. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32650 2175165 X X true 366049958 6172627 49202767 647356 420777996 331507347 9540446 25680491 678327 366049957 379300112 7026883 -54071152 748496 331507347 0.34880 0.29470 0.35650 true false 0 636732 636732 0 16886003 11720616 5165387 0 2147499 1090615 1056884 0 1274917 661125 613792 0 7472795 POOLED INVESTMENT FUND 412870485 F 412870485 0 ANNUITY OBLIGATIONS 4074214 4074214 84290551 73679427 10611124 31645930 -27213646 4432284 15043408 DESCRIPTION OF COLLECTIONS Part III, Line 4 The Center maintains a broad collection of art to include paintings, sculptures, statues, and awards that represent the life and work of its founders, Jimmy and Rosalynn Carter. Some of the pieces have been donated to the Center by the Carters while others have been donated to the Center in recognition of the work of the Center and of the Carters. USE OF ENDOWMENT FUNDS Part V, Line 4 The Center has established an endowment fund in order to sustain the success of its mission and programs into the future. OTHER CHANGES IN NET ASSETS PART XI, LINE 8 THE OTHER AMOUNT REPRESENTS THE CHANGE IN NET ASSETS FOR THE CARTER CENTER COLLABORATIVE, INC. true Central America and the Caribbean 1 11 Program Services Health and peace 2083411 East Asia and the Pacific Program Services Peace 912572 Middle East and North Africa 4 34 Program Services Peace 1781619 South America 2 6 Program Services Health and peace 1161583 South Asia 1 9 Program Services Peace 1307791 Sub-Saharan Africa 63 605 Program Services Health and peace 41411716 Central America and the Caribbean Grantmaking Health 509613 East Asia and the Pacific Grantmaking Peace 24878 Middle East and North Africa Grantmaking Peace 105000 Sub-Saharan Africa Grantmaking Health and peace 7773172 71 665 71 665 57071355 57071355 Middle East/North Africa 1 105000 WIRE Sub-Saharan Africa 2 477173 CHECK Sub-Saharan Africa 3 16682 CASH Sub-Saharan Africa 4 17840 CASH Sub-Saharan Africa 5 10721 CASH Sub-Saharan Africa 6 14596 CASH Sub-Saharan Africa 7 11510 CASH Sub-Saharan Africa 8 15490 CASH Sub-Saharan Africa 9 7250 CASH Sub-Saharan Africa 10 10488 CASH Sub-Saharan Africa 11 5600 CASH Sub-Saharan Africa 12 5860 CASH Sub-Saharan Africa 13 61087 CHECK Sub-Saharan Africa 14 83657 CHECK Europe/Iceland/Greenland 15 130235 WIRE Sub-Saharan Africa 16 279542 CHECK Sub-Saharan Africa 17 1319101 CHECK East Asia/Pacific 18 24878 WIRE Europe/Iceland/Greenland 19 5100000 WIRE Sub-Saharan Africa 20 20031 WIRE Cent. America/Caribbean 21 120262 WIRE South America 22 80535 WIRE South America 23 191674 WIRE Cent. America/Caribbean 24 117141 CHECK Europe/Iceland/Greenland 25 20275 WIRE Sub-Saharan Africa 26 12254 WIRE 23 3 false false false false false true PROCEDURES FOR MONITORING GRANT FUNDS Part I, line 2 The Center requires grant recipients to submit interim and/or final narrative and financial reports that set forth the results of the work performed as funded by the Center. Written agreements and the specific requirements of the grantee vary based on the nature of the work product and length of time for the services to be provided. Purpose of grants to organizations outside the U.S. Part II, Column D 1) Promote electoral reform and reinforce political reconciliation in the Palestinian Territories 2)-12) Provide civic education on rule of law in Liberia 13 -17) Support for the domestic election observation in Sudan 18) Support for a conference on using public international law to assess elections 19)-20) Support Guinea worm eradication efforts 21) Support for river blindness control efforts in Brazil 22)-23) Support for river blindness control efforts in Venezuela 24) Support for river blindness control efforts in Guatemala 25) Grant for journalism fellowships in Romania 26) Grant for journalism fellowships in S. Africa X X X X X X X true American Marketing Communi DIRECT MAIL CONSULTING false 7265336 96000 7171336 CONVIO INC INTERNET MARKETING false 1389370 34425 1354945 8654706 130425 8526281 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AUCTION 1297613 455279 842334 37827 298560 505947 0 1297613 455279 842334 37827 298560 505947 842334 true JIMMY CARTER LIBRARY AND MUSEUM 441 FREEDOM PARKWAY ATLANTA GA 30307 440553234 501(C)3 313320 0 N/A N/A Part VI EMORY UNIVERSITY 1599 CLIFFTON ROAD 6-303 ATLANTA GA 30322 440553234 501(C)3 250000 0 N/A N/A Part VI DEMOCRACY INTERNATIONAL 4802 MONTGOMERY LANE BETHESDA MD 20814 710943640 N/A 125322 0 N/A N/A Part IV Rosalynn Carter Institute 800 GSW Dr Americus GA 31709 581386358 501 (c) 3 10000 0 N/A N/A Part VI Ga Assoc of Comm Svc Bds 582321384 N/A 16000 0 N/A N/A Part VI 3 2 Journalism Fellowships 9 68069 0 N/A N/A GRANT 1 25000 0 N/A N/A PROCEDURES USED TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES PART I, LINE 2 THE CENTER REQUIRES GRANT RECIPIENTS TO SUBMIT INTERIM AND/OR FINAL NARRATIVE AND FINANCIAL REPORTS THAT SET FORTH THE RESULTS OF THE WORK PERFORMED AS FUNDED BY THE CENTER. WRITTEN AGREEMENTS AND THE SPECIFIC REQUIREMENTS OF THE GRANTEE VARY BASED ON THE NATURE OF THE WORK PRODUCT AND LENGTH OF TIME FOR THE SERVICES TO BE PROVIDED. PURPOSE OF GRANT OR ASSISTANCE PART II, COLUMN (H) 1) Assistance related to renovation to include educational information on the work of The Carter Center 2) Support to the Institute for Developing Nations, whose purpose is to research methods for third world country development 3) Support for domestic election observation in Sudan 4) Support for the Rosalynn Carter Institute for Caregivers 5) Subgrant to develop curriculum for training on the issues in the integration of primary and behavioral care. X X false false false false false false false false false John B Hardman 296158 0 0 0 0 0 22050 0 13501 0 331709 0 0 0 Phillip J Wise 177929 0 0 0 0 0 15780 0 4909 0 198618 0 0 0 Christopher D Brown 131064 0 0 0 0 0 12402 0 16585 0 160051 0 0 0 Donald R Hopkins 191937 0 0 0 0 0 17414 0 8396 0 217747 0 0 0 John J Stremlau 170454 0 0 0 0 0 15651 0 11101 0 197206 0 0 0 Ryan McDonald 128158 0 0 0 50000 0 15555 0 14685 0 208398 0 0 0 Seema N Shams 126667 0 0 0 35000 0 14550 0 9 0 176226 0 0 0 Frank O Richards 151941 0 0 0 0 0 13771 0 1276 0 166988 0 0 0 Thomas H Bornemann 145793 0 0 0 0 0 13229 0 1209 0 160231 0 0 0 Hrair A Balian 141795 0 0 0 0 0 8650 0 13757 0 164202 0 0 0 JEFFREY CARTER SON OF BOARD MEMBER 24455 SALARY false X 4 32650 Appraisal X 2600 Retail price X 222 5043733 Market price X Water filtration 2 146170 Retail price X Consulting Services 3 68900 Retail price X Equipment 2 23829 Retail price X Charter Flight 2 276027 Cost incurred 3 false true true USE OF THIRD PARTIES OR RELATED ORGANIZATIONS SCHEDULE M, PART I, LINE 32A THE CARTER CENTER UTILIZES EXTERNAL BROKERS TO SELL DONATED SECURITIES UPON RECEIPT. AUDITED FINANCIAL STATEMENTS Form 990, Part IV, Line 12 THE CARTER CENTER'S AUDITED FINANCIAL STATEMENTS CONSOLIDATE THE ACTIVITIES OF THE CARTER CENTER, INC. AND THE CARTER CENTER COLLABORATIVE, INC. AND ARE PREPARED IN ACCORDANCE WITH GAAP. SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT PREPARED FOR EACH ENTITY. NUMBER OF EMPLOYEES Form 990, Part V, Line 2a and 2B Emory University serves as common paymaster for the Center's employees. As such, all IRS Forms W-3 and all Federal employment tax returns are filed by Emory University. The Carter Center's employee count of 200 was included in the Emory University Form W-3 for calendar year 2010. FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES Form 990, Part V, Line 4b Bolivia, Cameroon, Chad, Cote D'Ivoire, Democratic Republic of Congo, Ecuador, Ethiopia, Ghana, Guatemala, Guinea, Kenya, Liberia, Mali, Mexico, Nepal, Niger, Nigeria, Palestine, South Sudan, Sudan, Uganda, Venezuela. BUSINESS AND FAMILY RELATIONSHIPS Form 990, Part VI, Section A, Line 2 Jimmy and Rosalynn Carter, Founders and Trustees, are husband and wife. JASON CARTER, TRUSTEE, IS THE GRANDSON OF JIMMY AND ROSALYNN CARTER. The President of Emory University, James Wagner, serves of the Board of Trustees for the Center. Ben Johnson, Arthur Blank, Leah Ward Sears, and Lynn Stahl, Trustees on the Center's board, also serve on the Board of Trustees for Emory University. Election of members of the governing body Form 990 Part VI, Line 7A and 7B The Board of Trustees of The Carter Center, Inc. consists of President Carter and Mrs. Carter, the president of Emory University, 9 members appointed by Emory University's Board of Trustees, and 10 members appointed by President Carter and those trustees not appointed by Emory University's Board of Trustees. Additionally, Emory University's Board of Trustees has the authority to approve amendments to the Center's Articles of Incorporation and Bylaws and to approve the annual and capital budgets of the Center. PROCESS USED TO REVIEW FORM 990 Form 990, Part VI, Section B, Line 11 The Carter Center provides a draft of its IRS Form 990 to all directors and trustees up to one week in advance of the filing date. This review period allows for questions and comments on the information set forth in the return that may be resolved prior to filing. Additionally, the Treasurer reviews the draft 990 with the Chair of the Finance committee in detail prior to its filing. MONITORING CONFLICT OF INTEREST POLICY Form 990, Part VI, Section B, Line 12c The Carter Center's conflict of interest policy is provided to all employees upon hiring and updates to such policy are communicated as approved. All employees are expected to adhere to this policy as provided. Annually in June, the Center requests that each Trustee, Officer, and Key Employee provide information regarding all business and family relationships and an attestation of their understanding and adherence to the conflict of interest policy, as provided. PROCESS USED IN DETERMINING COMPENSATION Form 990, Part VI, Section B, Line 15a, 15b The Center utilizes the payroll services of a common paymaster, Emory University. Emory has developed and maintained significant resources with regard to compensation and performance review policies and procedures. These policies cover all of the Center's employees, including the CEO and all officers and key employees. Compensation ranges for all job grades are established by Emory utilizing a number of best practices standards and are adhered to by the Center. The performance of every employee is reviewed by their supervisor and merit raises may be earned within guidelines published by the Center's human resources department annually. The CEO's performance is reviewed and compensation is set annually by the Chair of the Board of Trustees in coordination with the President of Emory University, who also serves as a Center Trustee. STATES WHERE FORM 990 IS FILED Form 990, Part VI, Section C, Line 17 Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Virginia, Washington, West Virginia, Wisconsin. MAKING GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC Form 990, Part VI, Line 19 Documents are available upon request. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 NET APPRECIATION OF ENDOWMENT INVESTMENTS $31,645,930 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Terrence B. Adamson TITLE:Trustee HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Richard C. Blum TITLE:Trustee - Board Vice Chair HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Bradley N. Currey, Jr. TITLE:Trustee HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ben F. Johnson III TITLE:Trustee HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kent C. Nelson TITLE:Trustee - Board Chair HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James W. Wagner TITLE:Trustee HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:John B. Hardman TITLE:President and CEO HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Phillip J. Wise TITLE:Secretary, VP-Operations HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christopher D. 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