SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 54-1156453)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201102279349304220
- Schema version
- 2009v1.7
- 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 | 2011-08-15T16:09:15-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541156453 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southeastern Universities Research | BusinessNameLine1 |
| Business Name Line2 | Association Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2024087872 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Avenue NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY DRAAYER | Name |
| Title | CEO AND PRESIDENT | Title |
| Date Signed | 2011-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032868000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jerry Draayer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Avenue | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13786015 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 5487 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.SURA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | SURA, consisting of 60 member universities, operates the Jefferson Lab through a joint venture with Computer Sciences Corporation, the SURA residence facility, and conducts other scientific research. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 60 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 60 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 915704 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 659122 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1999250 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1843753 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2387836 | InvestmentIncomePriorYear |
| Investment Income Current Year | 450080 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55924 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15473 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 583042 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2968428 | 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 | 3206651 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2833823 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3072251 | OtherExpensePriorYear |
| Other Expenses Current Year | 1912264 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6278902 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4746087 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5695860 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1777659 | RevenuesLessExpensesCY |
| Total Assets BOY | 24592230 | TotalAssetsBOY |
| Total Assets EOY | 21872869 | TotalAssetsEOY |
| Total Liabilities BOY | 4424595 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2482130 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20167635 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19390739 | NetAssetsOrFundBalancesEOY |
| Mission Description | Generally, SURA's purpose is to serve as an entity by which colleges, universities and other organizations may cooperate with one another and with government in acquiring, developing, and using laboratories, and other research facilities, and otherwise in furthering knowledge and the application of that knowledge in the physical, biological, and other natural sciences and engineering. Specifically, this includes the design, construction, management, and operations of the Thomas Jefferson National Accelerator Facility (one of the Department of Energy Office of Science's 10 national laboratories), and the collaborations to propose, and subsequently conduct, scientific research under federal agency sponsorship. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1721856 | Expense |
| Revenue | 1843753 | Revenue |
| Description | The Southeastern Universities Research Association, Inc. (SURA) was established in 1980 as a nonprofit association of a select group of research universities with the objective of proffering a plan for the construction of a national continuous electron beam accelerator facility (CEBAF). Ultimately, SURA was selected in a national competition by the Department of Energy to design, build, and operate CEBAF as an experimental nuclear physics facility in Newport News, Virginia. Today, SURA has over 60 universities, predominantly in the southeast, organized to promote cooperative activities for scientific and engineering purposes, to foster excellence in scientific research, to strengthen the scientific and technical capabilities of the nation, and to provide training opportunities for scientists and engineers. CEBAF, renamed the Thomas Jefferson National Accelerator Facility, or Jefferson Lab, is one of the US Department of Energy Office of Science's 10 national laboratories. SURA has been responsible for the management and operations (M&O) contract for the Jefferson lab since its plan for CEBAF was selected in 1983. SURA partnered with Computer Sciences Corporation/Applied Technology to form Jefferson Science Associates, LLC (JSA), which was competitively awarded the contract for the management and operations of the Jefferson Lab in April 2006. As the M&O contractor, JSA has oversight responsibility for Jefferson Lab operations including over 700 employees, ~ $125 million annual operating budget, and ~ $400 million in facility upgrades that will double the accelerator's energy and provide a new technology and engineering center that involves the addition of approximately 100,000 SF of industrial assembly, laboratory, and office space and renovation of the existing production facility. JSA is organized as a limited liability company and is governed by an operating agreement that limits activities exclusively to those having charitable, scientific, and educational purposes and a primary mission to perform the DOE Jefferson Lab M&O contract. SURA is the 60% majority owner and controlling administrative and tax member of JSA, and CSC/Applied Technologies LLC (CSC) is the 40% minority member. As part of JSA's management and operations responsibilities, SURA provides oversight of the scientific mission of the Jefferson Lab with assistance from faculty experts from its members and other universities. SURA also operates a 42-room Residence Facility on its property adjacent to the Jefferson Lab campus. Originally constructed in partnership with the City of Newport News, the guest house accommodates scientists and researchers who need housing while conducting their research at the Lab. In addition to its work with the Jefferson lab, SURA directs intramural scientific research activities through collaborations with its member universities, government agencies, and other researchers working to advance and exploit the transformative nature of information technology on the regional, national and international fronts, and facilitating a better understanding of coastal, ocean and environmental phenomena that plays a prominent role in our lives. | Description |
| Total Program Service Expense | 1721856 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 60 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 60 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER BJONERUD | NamePerson |
| Telephone Number | 2024087872 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Dr Doris L Carver | ||||||||
| Interim V.Chanc Rsch & Econ Dv | 1.0 | X | 0 | 0 | 0 | |||
| Dr James M Rankin | ||||||||
| V. Provost Rsch & Econ Dvpmt | 1.0 | X | 0 | 0 | 0 | |||
| Dr Daniel I Sober | ||||||||
| Professor;Chair, Physics Dept | 1.0 | X | 0 | 0 | 0 | |||
| Dr Mark A Barteau | ||||||||
| Snr V. Provost Rsch & Strat In | 1.0 | X | 0 | 0 | 0 | |||
| Dr David C Lee | ||||||||
| VP for Research & Assoc Prov | 1.0 | X | 0 | 0 | 0 | |||
| Dr Denis A Wiesenburg | ||||||||
| V. P. for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Andrew Meyers | ||||||||
| Vice Provost for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Dennis Aebersold | ||||||||
| Chief Information Officer | 1.0 | X | 0 | 0 | 0 | |||
| Dr Andres Gil | ||||||||
| Vice President, Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr David E Millhorn | ||||||||
| Executive VP Development | 1.0 | X | 0 | 0 | 0 | |||
| Dr David J Ernst | ||||||||
| Professor of Physics | 1.0 | X | 0 | 0 | 0 | |||
| Dr Ali Ansari | ||||||||
| Professor, ET&IE | 1.0 | X | 0 | 0 | 0 | |||
| Dr Donald J Benson | ||||||||
| Interim VP for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Robert Dixon | ||||||||
| Dean,School of Science | 1.0 | X | 0 | 0 | 0 | |||
| Dr Robert R Twilley | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Sara J Graves | ||||||||
| VP Information technology | 1.0 | X | 0 | 0 | 0 | |||
| Dr John M Mason | ||||||||
| VP for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Truell Hyde | ||||||||
| VP Provost for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr M J Soileau | ||||||||
| VP for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Edward Brash | ||||||||
| Associate Professor of Physics | 1.0 | X | 0 | 0 | 0 | |||
| Dr James N Siedow | ||||||||
| Vice Provost for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Paul J Gemperline | ||||||||
| Assoc. Vice Chancellor Res. | 1.0 | X | 0 | 0 | 0 | |||
| Dr Winfred M Phillips | ||||||||
| VP for Research | 1.0 | X | 0 | 0 | 0 | |||
| Ms Camille Coley JD | ||||||||
| Exec Asst V.P. for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Richard Newman | ||||||||
| Assoc V.P., Info Tech | 1.0 | X | 0 | 0 | 0 | |||
| Dr Paul Eugenio | ||||||||
| Assoc Prof, Physics Dept | 1.0 | X | 0 | 0 | 0 | |||
| Dr Roger R Stough | ||||||||
| VP-Research & Economic Dvp | 1.0 | X | 0 | 0 | 0 | |||
| Dr Donald R Lehman | ||||||||
| Snr Advisor to the President | 1.0 | X | 0 | 0 | 0 | |||
| Mr Louis H Katz | ||||||||
| Exec VP and Treasurer | 1.0 | X | 0 | 0 | 0 | |||
| Dr Geoffrey Summers | ||||||||
| Interim V.P. for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr David R Shaw | ||||||||
| V.P. Research & Econ Dvpmt | 1.0 | X | 0 | 0 | 0 | |||
| Mr J L Albert | ||||||||
| Associate Provost and CIO | 1.0 | X | 0 | 0 | 0 | |||
| Dr Celestine A Ntuen | ||||||||
| Interim V. Chanc Rsch & Dvpmt | 1.0 | X | 0 | 0 | 0 | |||
| Dr Donald L Birx | ||||||||
| Vice President of Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr John Noftsinger | ||||||||
| Vice Prov-Rsrch & Public Serv | 1.0 | X | 0 | 0 | 0 | |||
| Dr James W Tracy | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Robert E Stewart Jr | ||||||||
| VP for Research & Grad Studies | 1.0 | X | 0 | 0 | 0 | |||
| Dr Les Guice | ||||||||
| VP for Research & Development | 1.0 | X | 0 | 0 | 0 | |||
| Dr Elizabeth J Beise | ||||||||
| Prof. Physics & Assoc. Provost | 1.0 | X | 0 | 0 | 0 | |||
| Mr Charlie McMahon | ||||||||
| V.P. Information Technology | 1.0 | X | 0 | 0 | 0 | |||
| Dr June L Matthews | ||||||||
| Professor of Physics | 1.0 | X | 0 | 0 | 0 | |||
| Dr Roni Avissar | ||||||||
| Dean, Marine & Atmospheric Sci | 1.0 | X | 0 | 0 | 0 | |||
| Dr Scott L Whittenburg | ||||||||
| Vice Chan for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Joseph C Hall | ||||||||
| V.P. Research & Econ Dvpmt | 1.0 | X | 0 | 0 | 0 | |||
| Dr Marc Hoit | ||||||||
| V. Chancellor IT | 1.0 | X | 0 | 0 | 0 | |||
| Dr Harvey Seim | ||||||||
| Professor Marine Science | 1.0 | X | 0 | 0 | 0 | |||
| Dr Jeffrey R Seemann | ||||||||
| V. P. Research & Graduate Stud | 1.0 | X | 0 | 0 | 0 | |||
| Dr Mohammad Karim | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr James S Coleman | ||||||||
| V.Provost, Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Gerard P Gilfoyle | ||||||||
| Professor of Physics | 1.0 | X | 0 | 0 | 0 | |||
| Dr Madilyn Fletcher | ||||||||
| Director-School of the Environ | 1.0 | X | 0 | 0 | 0 | |||
| Dr Karen A Holbrook | ||||||||
| Snr VP Research & Innovation | 1.0 | X | 0 | 0 | 0 | |||
| Dr Juan Sanchez | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Zisis Papandreou | ||||||||
| Professor of Physics | 1.0 | X | 0 | 0 | 0 | |||
| Dr Dennis M Manos | ||||||||
| V.Provost for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Thomas C Skalak | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Francis L Macrina | ||||||||
| Vice President for Research | 1.0 | X | 0 | 0 | 0 | |||
| Dr Terry L Herdman | ||||||||
| Assc VP for Research Computing | 1.0 | X | 0 | 0 | 0 | |||
| PETER BJONERUD | ||||||||
| CFO & CORP TREASURER | 40.0 | 220225 | 0 | 33062 | X | |||
| ELIZABETH LAWSON | ||||||||
| CORPORATE SECRETARY | 40.0 | 166095 | 0 | 26367 | X | |||
| GREG KUBIAK | ||||||||
| Chief Communication Officer | 40.0 | 163751 | 0 | 26246 | X | |||
| JERRY DRAAYER | ||||||||
| President & CEO | 40.0 | 409550 | 0 | 60594 | X | |||
| GARY CRANE | ||||||||
| Director of IT Initiatives | 40.0 | 180576 | 0 | 29346 | X | |||
| RUSSELL MOY | ||||||||
| General Counsel & Sr Advisor | 40.0 | 168185 | 0 | 23089 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1308382 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 198704 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| 2001 M Street NW | WASHINGTON | DC | 20036 | Audit & Tax | 170300 |
| Van Scoyoc Assoc | |||||
| 101 Constitution Ave NW Ste600-W | Washington | DC | 20001 | Lobbying | 228357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 227125 | MembershipDues |
| Government Grants | 431997 | GovernmentGrants |
| Total Contributions | 659122 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE FEES | 900099 | 1334886 | 1334886 |
| RESIDENCE FACILITY INCOME | 900099 | 508867 | 508867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1843753 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 549828 | TotalRevenueColumn |
| Exclusion | $549,828 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10717839 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10817587 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -99748 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99748 | TotalRevenueColumn |
| Exclusion | -$99,748 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15473 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15473 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15473 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2968428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1859226 | RelatedOrExemptFunctionIncome |
| Exclusion | $450,080 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1315812 | Total |
| Program Services | 209922 | ProgramServices |
| Management And General | 1105890 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1204249 | Total |
| Program Services | 519990 | ProgramServices |
| Management And General | 684259 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97187 | Total |
| Program Services | 46376 | ProgramServices |
| Management And General | 50811 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216575 | Total |
| Program Services | 88579 | ProgramServices |
| Management And General | 127996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313833 | Total |
| Program Services | 249598 | ProgramServices |
| Management And General | 64235 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38394 | Total |
| Program Services | 65 | ProgramServices |
| Management And General | 38329 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127681 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 127681 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271010 | Total |
| Program Services | 271010 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139654 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 139654 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145707 | Total |
| Program Services | 59335 | ProgramServices |
| Management And General | 86372 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315727 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 315727 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93527 | Total |
| Program Services | 40008 | ProgramServices |
| Management And General | 53519 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36393 | Total |
| Program Services | 9175 | ProgramServices |
| Management And General | 27218 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19030 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 19030 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47663 | Total |
| Program Services | 43137 | ProgramServices |
| Management And General | 4526 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64400 | Total |
| Program Services | 3553 | ProgramServices |
| Management And General | 60847 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UTILITIES | 33906 | 33906 | 0 | 0 |
| HONORARIUM | 42240 | 42240 | 0 | 0 |
| OTHER EXPENSES | 223099 | 104962 | 118137 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4746087 | Total |
| Program Services | 1721856 | ProgramServices |
| Management And General | 3024231 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196106 | BOY |
| EOY | 51090 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202229 | BOY |
| EOY | 286047 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75147 | BOY |
| EOY | 63116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2439154 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1429101 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040121 | BOY |
| EOY | 1010053 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22542339 | BOY |
| EOY | 19978014 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521454 | BOY |
| EOY | 451923 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14584 | BOY |
| EOY | 32626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24592230 | BOY |
| EOY | 21872869 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587199 | BOY |
| EOY | 455142 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53625 | BOY |
| EOY | 54500 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3650000 | BOY |
| EOY | 1850000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133771 | BOY |
| EOY | 122488 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4424595 | BOY |
| EOY | 2482130 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20167635 | BOY |
| EOY | 19390739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20167635 | BOY |
| EOY | 19390739 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24592230 | BOY |
| EOY | 21872869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 67643008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2332809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2287979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 915704 | CurrentTaxYearMinus1Year |
| Current Tax Year | 659122 | CurrentTaxYear |
| Total | 73838622 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67643008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2332809 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2287979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 915704 | CurrentTaxYearMinus1Year |
| Current Tax Year | 659122 | CurrentTaxYear |
| Total | 73838622 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 73838622 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 620710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 623523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 666457 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 758964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 549828 | CurrentTaxYear |
| Total | 3219482 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1444887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 149918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 258064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55924 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15473 | CurrentTaxYear |
| Total | 1924266 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 78982370 | TotalSupport |
| Gross Receipts From Admissions Etc | 10763783 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93488 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96634 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271010 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271010 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4475077 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4746087 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 387304 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 96826 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 530944 | CurrentYearMinus3 |
| Current Year Minus2 | 528079 | CurrentYearMinus2 |
| Current Year Minus1 | 455283 | CurrentYearMinus1 |
| Current Year | 387304 | CurrentYear |
| Total | 1901610 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,852,415 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 325494 | CurrentYearMinus3 |
| Current Year Minus2 | 325511 | CurrentYearMinus2 |
| Current Year Minus1 | 270709 | CurrentYearMinus1 |
| Current Year | 271010 | CurrentYear |
| Total | 1192724 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 132736 | CurrentYearMinus3 |
| Current Year Minus2 | 132020 | CurrentYearMinus2 |
| Current Year Minus1 | 113821 | CurrentYearMinus1 |
| Current Year | 96826 | CurrentYear |
| Total | 475403 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $713,105 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 780789 | OtherCostOrOtherBasis |
| Book Value | 780789 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1391781 | OtherCostOrOtherBasis |
| Depreciation | 1178950 | Depreciation |
| Book Value | 212831 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28042 | OtherCostOrOtherBasis |
| Depreciation | 12327 | Depreciation |
| Book Value | 15715 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 238542 | OtherCostOrOtherBasis |
| Depreciation | 237824 | Depreciation |
| Book Value | 718 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 1010053 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $122,488 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 122488 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 Footnote from Consolidated Audited Financial Statements | Identifier |
| Explanation | FASB ASC 740-10-25 requires that a tax position be recognized or derecognized based on a 'more-likely-than-not' threshold for positions taken or expected to be taken in a tax return. SURA has adopted this guidance for the fiscal year ended September 30, 2010. SURA's accounting policy for evaluating uncertain tax positions is to recognize tax positions if they are probable of being ultimately realized. SURA does not believe there are any unrecognized tax benefits or liabilities that should be recorded. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER BJONERUD | |||||||||||||
| 220225 | 0 | 0 | 0 | 0 | 0 | 21963 | 0 | 11099 | 0 | 253287 | 0 | 0 | 0 |
| ELIZABETH LAWSON | |||||||||||||
| 166095 | 0 | 0 | 0 | 0 | 0 | 16975 | 0 | 9392 | 0 | 192462 | 0 | 0 | 0 |
| GREG KUBIAK | |||||||||||||
| 163751 | 0 | 0 | 0 | 0 | 0 | 15199 | 0 | 11047 | 0 | 189997 | 0 | 0 | 0 |
| JERRY DRAAYER | |||||||||||||
| 409550 | 0 | 0 | 0 | 0 | 0 | 22912 | 0 | 37682 | 0 | 470144 | 0 | 0 | 0 |
| RUSSELL MOY | |||||||||||||
| 168185 | 0 | 0 | 0 | 0 | 0 | 17000 | 0 | 6089 | 0 | 191274 | 0 | 0 | 0 |
| GARY CRANE | |||||||||||||
| 180576 | 0 | 0 | 0 | 0 | 0 | 18247 | 0 | 11099 | 0 | 209922 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Lines 6 and 7 | SURA is organized as a non-stock, non-profit corporation and has three categories of members: Standard Member, Corporate Member, and Affiliate Member. Standard members are institutions of higher learning or other complementary organizations that are tax exempt under section 501(c)(3) of the Internal Revenue Code and desire full participation in SURA's activities and support the goals of the corporation. Each standard member has one vote and is represented both on the Council of Presidents, which provides overall direction and leadership to the corporation, and the Board of Trustees which manages the funds and business of the corporation. Corporate members are for-profit entities which desire participation in some or all of the programmatic activities of the organization and support the goals of the corporation. There are three classes of corporate membership: A (gold), B (silver) and C (small business). Each Class A (gold) member has one vote and is represented on the Council of Presidents and the Board of Trustees. Class B (silver) and Class C (small business) members may attend the Board of Trustees meetings by invitation and may participate in programmatic activities as permitted by policy. Class B and Class C members may not vote on matters in which Members are entitled to vote and are not represented on the Council of Presidents and Board of Trustees. Affiliate members are non profit entities which desire participation in one of SURA's programmatic activities and support the goals of the corporation. Affiliate members may attend the Board of Trustees meetings by invitation and may participate in programmatic activities as permitted by policy. Affiliate members may not vote on matters in which Members are entitled to vote and are not represented on the Council of Presidents and the Board of Trustees. Standard members and Corporate Class A (gold) members are admitted to the corporation by the affirmative vote of the Council of Presidents. Corporate Class B (silver), Corporate Class C (small business), and Affiliate members are admitted to the corporation by the affirmative vote of the Board of Trustees. |
| Form 990, Part VI, Line 11 | The CFO is responsible for assembling all information required to complete the form 990 which is ultimately prepared and reviewed by the organization's independent accounting firm KPMG. A final review of the form 990 is then conducted first by the CEO and then by the chair of the SURA Finance Committee on behalf of the Board. Prior to submission of the form 990 to the IRS, an information copy is made available to the SURA Board of trustees. A permanent file copy for public access is provided to the Corporate Secretary. |
| Form 990, Part VI, Line 12c | It is SURA's policy that trustees, officers, committee members, staff, volunteers and others while acting on behalf of SURA, must avoid conflicts of interest. Even appearance of a conflict of interest must be avoided. Monitoring compliance with this policy is accomplished through a "mandatory conflict of interest disclosure policy" which requires that all board of trustees, officers, senior staff as designated by the president, and other specific individuals who may be considered to be "disqualified persons" under Federal Regulation 53.4958-3 sign and submit on an annual basis a mandatory disclosure statement to the Corporate Secretary. The Corporate Secretary is responsible for monitoring and administering the conflicts of interest policy and is responsible for maintaining and annually updating disclosure statements. Disclosure statements are distributed annually and second notices are sent to non respondents during the year. If the Corporate Secretary, in consultation with legal counsel, determines that a conflict of interest exists, the individual must not participate in the deliberations, consideration or vote in the transaction or matter at issue. A notation is made in the minutes of any meeting at which such deliberation, consideration or vote in the transaction or matter at issue is undertaken indicating that the individual with a conflict or potential conflict was excused from the meeting, did not take part in any discussions pertaining to the transaction or matter, and refrained from voting on the transaction or matter. |
| Form 990, Part VI, Line 15 | The SURA Board of Trustees appoints a Compensation Committee (Committee) consisting of the chair and vice chair of the Council of Presidents, the chair and past chair of the Board of Trustees, and the chair of the Finance Committee. The Committee is an independent body responsible for compensation review and approval of, or transactions with, SURA's top management officials, officers, and key employees in accordance with SURA's compensation policy and intermediate sanctions compliance policy. The deliberations and decisions of the Committee are facilitated and contemporaneously documented by the SURA director of administration and human resource services. Each year the Committee reviews compensation survey reports from independent compensation consultants to obtain appropriate benchmarking data for organizations comparable to SURA. Approximately every three years, the Committee engages through a competitive procurement process a professional compensation consulting firm to obtain additional data that includes compensation levels and other consideration paid by similarly situated organizations, both taxable and tax-exempt, for functionally comparable positions or transactions. Other factors considered by the consultant review include the location of the other organizations relative to SURA's location, the availability of similar specialties in the geographic area, independent compensation surveys by nationally recognized independent firms The Committee considers the compensation data form independent reports and from its consultants in its deliberations to establish the salary range and specific salary of the SURA president. The Committee also uses the independent compensation data in its review and approval of the president's salary range recommendations for other corporate officers and key employees. The most recent compensation study was performed in 2010 by Mercer, LLC, a nationally recognized compensation and benefits consulting firm. |
| Form 990, Part VI, Line 19 | SURA's governing documents (e.g. bylaws and board resolutions) and the most recent prior two years audited consolidated statements of financial position are available to the public via SURA's web site @ www.sura.org. In addition, SURA's conflict of interest policy, as well as, other governance and corporate related policies are readily accessible @ www.sura.org/staff. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jefferson Science Associates LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Avenue NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203974952 | EIN |
| Primary Activity | RESEARCH | PrimaryActivity |
| Legal Domicile State | VA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 1334886 | ShareOfTotalIncome |
| Share Of EOY Assets | 20003527 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Jefferson Science Associates LLC | |
| k | 1334886 |
| Jefferson Science Associates LLC | |
| R | 1404418 |