CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC (EIN 52-1501082)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-05-04
- IRS object ID
- 201121249349300607
- 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 | 2011-05-04T08:38:54-05:00 | 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 | RSM McGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | 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 | 521501082 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 2028870200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 K STREET NW No 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | anne costello | Name |
| Title | VP Finance & Accounting | Title |
| Phone | 2028870200 | Phone |
| Date Signed | 2011-04-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033366400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John J Hamre | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 K STREET NW No 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 66628189 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.csis.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | A PUBLIC POLICY RESEARCH INSTITUTION DEDICATED TO ANALYSIS AND POLICY IMPACT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 259 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 33926 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -380637 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24721387 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30920185 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6034665 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6351233 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1919070 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1451585 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 475180 | OtherRevenuePriorYear |
| Other Revenue Current Year | 415156 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29312162 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39138159 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15581712 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16955039 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1362566 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13046013 | OtherExpensePriorYear |
| Other Expenses Current Year | 13159661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28627725 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30114700 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 684437 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9023459 | RevenuesLessExpensesCY |
| Total Assets BOY | 88165592 | TotalAssetsBOY |
| Total Assets EOY | 96612056 | TotalAssetsEOY |
| Total Liabilities BOY | 41462501 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41298794 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46703091 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 55313262 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES IS A PUBLIC POLICY RESEARCH INSTITUTION DEDICATED TO ANALYSIS AND POLICY IMPACT. THE GOAL OF THE CENTER IS TO INFORM AND SHAPE SELECTED POLICY DECISIONS IN GOVERNMENT AND THE PRIVATE SECTOR TO MEET THE INCREASINGLY COMPLEX & DIFFICULT CHALLENGES THAT LEADERS WILL CONFRONT IN THE NEXT CENTURY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2055692 | Expense |
| Description | Global Health : In 2010, the bipartisan CSIS Commission on Smart Global Health released a five-point agenda to help guide the development of the U.S. government's Global Health Initiative. The report has been downloaded more than 32,000 times to date and the Commission remains an active voice in the ongoing effort to save lives around the world with a number of high-level follow-on activities prepared for 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2100054 | Expense |
| Description | Defense-Industrial Initiatives : At the behest of the under secretary of defense, Dr. Ashton Carter, the Defense-Industrial Initiatives Group (DIIG) at CSIS hosted a series of dialogues in 2010 with the defense industry to deliver better value in the acquisitions process. DIIG also completed a series of reports, including a ground-breaking review of the commercial space sector and its importance to U.S. national security. The review provided a framework for analyzing and evaluating options to improve access to commercial launch services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1856726 | Expense |
| Description | PAC Forum: Through its extended deterrence dialogues with US allies, the Pacific Forum helped inform US policy makers of allied government concerns about the credibility of the US deterrent and changes in US nuclear posture; those discussions also helped explain to other governments thinking behind US policy and American expectations of them. Through the multilateral Council on Security Cooperation in the Asia Pacific (CSCAP), Pacific Forum promoted the strengthening of the global nonproliferation regime, increasing awareness among member nations of WMD threats and their roles in minimizing those dangers. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16864404 | Expense |
| Revenue | 6401935 | Revenue |
| Description | other programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16864404 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 6401935 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22876876 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 226 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 259 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne M Costello | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028870200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 K STREET NW 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Sam Nunn | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| David M Abshire | |||||||
| Vice Chairman & Co-Founder | 1.00 | X | X | 0 | 0 | 0 | |
| William A Schreyer | |||||||
| Chairman of the Executive | 1.00 | X | X | 0 | 0 | 0 | |
| George L Argyros | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Richard Armitage | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| James A Bell | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Reginald K Brack | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| William E Brock | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Harold Brown | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Zbigniew Brzezinski | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| William S Cohen | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Ralph Cossa | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Richard Fairbanks | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Henrietta H Fore | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| William H Frist | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Michael P Galvin | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Helene D Gayle | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Linda W Hart | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Ben W Heineman Jr | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Thomas O Hicks | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Carla A Hills | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Ray L Hunt | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| E Neville Isdell | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| muhtar kent | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Kenneth G Langone | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Chong-Moon Lee | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Donald B Marron | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Joseph Nye | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Thomas Pritzker | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Joseph E Robert | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Felix G Rohatyn | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| David M Rubenstein | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Charles A Sanders | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| James R Schlesinger | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Brent Scowcroft | |||||||
| tRUSTEE & Counselor | 1.00 | X | 0 | 0 | 0 | ||
| Rex Tillerson | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| Frederick B Whittemore | |||||||
| tRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| henry A Kissinger | |||||||
| tRUSTEE & Counselor | 1.00 | X | 31802 | 0 | 3246 | ||
| joHN J HAMRE | |||||||
| pRESIDENT & CEO | 35.00 | X | X | 370436 | 0 | 43613 | |
| john heyl | |||||||
| sr. vp - Development | 35.00 | X | 232645 | 0 | 33621 | ||
| GREG BROADDUS | |||||||
| cfo & sr. vice president | 35.00 | X | 172167 | 0 | 18085 | ||
| craig cohen | |||||||
| VP Research & Programs | 35.00 | X | 117399 | 0 | 17358 | ||
| Anne Costello | |||||||
| VP for Finance and Account | 35.00 | X | 114255 | 0 | 12828 | ||
| Stephen Flanagan | |||||||
| sr vp and dir of energy and nat'l s | 35.00 | X | 183399 | 0 | 8031 | ||
| Frank Verrastro | |||||||
| sr vp and dir of energy and nat'l s | 35.00 | X | 134587 | 0 | 19483 | ||
| Stephen Morrison | |||||||
| sr VP Global Health | 35.00 | X | 176129 | 0 | 17571 | ||
| johanna nesseth | |||||||
| vp strategic planning | 35.00 | X | 112962 | 0 | 19860 | ||
| karen wong | |||||||
| VP Membership & corporate secretary | 35.00 | X | 103188 | 0 | 14133 | ||
| Andrew Schwartz | |||||||
| SR vp for external Relations | 35.00 | X | 124775 | 0 | 23153 | ||
| Alice Blevins | |||||||
| vp for hR | 35.00 | X | 92047 | 0 | 21173 | ||
| William Bellamy | |||||||
| Sr. Fellow | 35.00 | 165774 | 0 | 0 | X | ||
| Charles Freeman | |||||||
| Chair in China Studies | 35.00 | 159265 | 0 | 3522 | X | ||
| Clark Murdock | |||||||
| sr adviser | 35.00 | 141230 | 0 | 16558 | X | ||
| Erik Peterson | |||||||
| Program Director | 35.00 | 171709 | 0 | 17269 | X | ||
| Rick Barton | |||||||
| policy advisor & scholar | 35.00 | 138137 | 0 | 15526 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2741906 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 305030 | TotalOtherCompensation |
| Number Individuals GT100 K | 35 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Hickok Cole & Assoc | |||||
| 1023 31st Street NW | washington | DC | 20007 | architectural consulting | 274871 |
| kathryn Hauser | |||||
| 2053 Van Tuyl Place | Falls Church | VA | 22043 | consulting | 216000 |
| Kiley & Associates | |||||
| 343 4th st ne | Washington | DC | 20002 | consulting | 199195 |
| Glover Park Group | |||||
| 1025 F Street NW 9th Floor | washington | DC | 20004 | consulting | 140127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 30920185 | AllOtherContributions |
| Noncash Contributions | 50000 | NoncashContributions |
| Total Contributions | 30920185 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| contracts-gov't agency | 900099 | 5076258 | 5076258 |
| other CONTRACT income | 900099 | 1274975 | 1274975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6351233 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271732 | TotalRevenueColumn |
| Exclusion | $271,732 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186365 | TotalRevenueColumn |
| Exclusion | $186,365 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 372360 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 283963 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88397 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88397 | TotalRevenueColumn |
| Exclusion | $88,397 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28385920 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27206067 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1179853 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1179853 | TotalRevenueColumn |
| Exclusion | $1,179,853 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 50702 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50702 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | other revenue | Description |
| Business Code | 812930 | BusinessCode |
| Total Revenue Column | 89692 | TotalRevenueColumn |
| Unrelated Business Revenue | 33926 | UnrelatedBusinessRevenue |
| Exclusion | $55,766 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89692 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39138159 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6401935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33926 | UnrelatedBusinessRevenue |
| Exclusion | $1,782,113 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2241305 | Total |
| Program Services | 1623503 | ProgramServices |
| Management And General | 483718 | ManagementAndGeneral |
| Fundraising | 134084 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12139015 | Total |
| Program Services | 8927947 | ProgramServices |
| Management And General | 2474368 | ManagementAndGeneral |
| Fundraising | 736700 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734649 | Total |
| Program Services | 552653 | ProgramServices |
| Management And General | 136072 | ManagementAndGeneral |
| Fundraising | 45924 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883924 | Total |
| Program Services | 667390 | ProgramServices |
| Management And General | 161076 | ManagementAndGeneral |
| Fundraising | 55458 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956146 | Total |
| Program Services | 719278 | ProgramServices |
| Management And General | 177098 | ManagementAndGeneral |
| Fundraising | 59770 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12287 | Total |
| Program Services | 11353 | ProgramServices |
| Management And General | 903 | ManagementAndGeneral |
| Fundraising | 31 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94962 | Total |
| Program Services | 87743 | ProgramServices |
| Management And General | 6978 | ManagementAndGeneral |
| Fundraising | 241 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97681 | Total |
| Management And General | 97681 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3358022 | Total |
| Program Services | 3102757 | ProgramServices |
| Management And General | 246740 | ManagementAndGeneral |
| Fundraising | 8525 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40227 | Total |
| Program Services | 13235 | ProgramServices |
| Management And General | 25822 | ManagementAndGeneral |
| Fundraising | 1170 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760047 | Total |
| Program Services | 213523 | ProgramServices |
| Management And General | 536342 | ManagementAndGeneral |
| Fundraising | 10182 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378007 | Total |
| Program Services | 366367 | ProgramServices |
| Fundraising | 11640 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3535233 | Total |
| Program Services | 2625910 | ProgramServices |
| Management And General | 744568 | ManagementAndGeneral |
| Fundraising | 164755 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2658738 | Total |
| Program Services | 2568858 | ProgramServices |
| Management And General | 9098 | ManagementAndGeneral |
| Fundraising | 80782 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2121 | Total |
| Program Services | 2121 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961034 | Total |
| Program Services | 928572 | ProgramServices |
| Management And General | 3286 | ManagementAndGeneral |
| Fundraising | 29176 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130000 | Total |
| Management And General | 130000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395060 | Total |
| Management And General | 395060 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111249 | Total |
| Program Services | 36602 | ProgramServices |
| Management And General | 71412 | ManagementAndGeneral |
| Fundraising | 3235 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Other expenses | 248729 | 81836 | 159661 | 7232 |
| printing | 202863 | 191662 | 11201 | |
| bad debt expense | 93798 | 93798 | ||
| BOOKS & PUBLICATIONS | 79603 | 61768 | 15375 | 2460 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30114700 | Total |
| Program Services | 22876876 | ProgramServices |
| Management And General | 5875258 | ManagementAndGeneral |
| Fundraising | 1362566 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2939408 | BOY |
| EOY | 3657805 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001155 | BOY |
| EOY | 487815 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14771239 | BOY |
| EOY | 16293604 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5003827 | BOY |
| EOY | 3236142 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215949 | BOY |
| EOY | 229654 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196172 | BOY |
| EOY | 623019 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46704603 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5774946 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38565203 | BOY |
| EOY | 40929657 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25011729 | BOY |
| EOY | 30817429 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455000 | BOY |
| EOY | 325000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5910 | BOY |
| EOY | 11931 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88165592 | BOY |
| EOY | 96612056 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2820551 | BOY |
| EOY | 2533655 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800000 | BOY |
| EOY | 1800000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33650000 | BOY |
| EOY | 33650000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3191950 | BOY |
| EOY | 3315139 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41462501 | BOY |
| EOY | 41298794 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6346296 | BOY |
| EOY | 12161697 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32623590 | BOY |
| EOY | 35168360 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7733205 | BOY |
| EOY | 7983205 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46703091 | BOY |
| EOY | 55313262 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88165592 | BOY |
| EOY | 96612056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | 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 | 30534329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19967706 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29314341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24721387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30920185 | CurrentTaxYear |
| Total | 135457948 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30534329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19967706 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29314341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24721387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30920185 | CurrentTaxYear |
| Total | 135457948 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5107330 | AmountsSubstContributorsTotal |
| Public Support Total170 | 130350618 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1186321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1630344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1513511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 990822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 830457 | CurrentTaxYear |
| Total | 6151455 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68113 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48471 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73846 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55766 | CurrentTaxYear |
| Total | 329208 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 141938611 | TotalSupport |
| Gross Receipts From Admissions Etc | 31633319 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7733205 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| End Of Year Balance | 7983205 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7733205 | BeginningOfYearBalance |
| End Of Year Balance | 7733205 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33117228 | OtherCostOrOtherBasis |
| Book Value | 33117228 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6995603 | OtherCostOrOtherBasis |
| Book Value | 6995603 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3661075 | OtherCostOrOtherBasis |
| Depreciation | 3409269 | Depreciation |
| Book Value | 251806 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2719810 | OtherCostOrOtherBasis |
| Depreciation | 2195501 | Depreciation |
| Book Value | 524309 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 210887 | OtherCostOrOtherBasis |
| Depreciation | 170176 | Depreciation |
| Book Value | 40711 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40929657 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Equities | 16588790 | F |
| Government bonds | 7484728 | F |
| Hedge fund of funds | 5295921 | F |
| Fixed income security - mutual fund | 1447990 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 30817429 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT LIABILITY | $1,449,476 |
| FMV Bond interest Swap | $1,865,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3315139 | TotalOfAmounts |
| Total Revenue | 39138159 | TotalRevenue |
| Total Expenses | 30114700 | TotalExpenses |
| Excess Or Deficit For Year | 9023459 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 140052 | NetUnrealizedGLOnInvestments |
| Other | -$553,340 | OtherAmount |
| Total Adjustments | -413288 | TotalAdjustments |
| Excess Or Deficit Per FS | 8610171 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 39464493 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 140052 | NetUnrealizedGainsInvestments |
| Other Revenues | 283963 | OtherRevenues |
| Revenue Not Rptd F990 | 424015 | RevenueNotRptdF990 |
| Revenue Subtotal | 39040478 | RevenueSubtotal |
| Investment Expenses Not Included | 97681 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 97681 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39138159 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 30854322 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 283963 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 283963 | ExpensesNotRptdF990 |
| Expenses Subtotal | 30570359 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 97681 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -553340 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -455659 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30114700 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | CSIS invests all endowment funds in a pooled fund managed by an investment manager according to the objectives and guidelines of the CSIS's Statement of Investment Policy. The Finance and Audit Committee is specifically charged with conducting semi-annual reviews of the performance and mix of the investments that make up the CSIS Endowment Fund portfolio. Annually, CSIS spends approximately 4.5% of the three year rolling average of the Endowment Fund balance. Endowed Chairs: Freeman $ 3,840,000 Scholl 1,800,000 Anderson 960,500 Brzezinski 450,000 Abshire Lecture 182,705 Library 500,000 -------- Total: $7,983,205 |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | CSIS has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, CSIS may recognize the tax benefit from an uncertain tax position only if it is more-likely-than-not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated CSIS's tax positions and concluded that CSIS had taken no uncertain tax positions that required adjustment to the financial statements to comply with the provisions of this guidance. Generally, CSIS is no longer subject to income tax examinations by tax authorities for years before 2007. |
| Part XI, Line 8 - Other Adjustments: | loss on interest rate swap: -553340. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSE reported on Part VIII line 6b: 283963. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSE reported on Part VIII line 6b: 283963. | |
| Part XIII, Line 4b - Other Adjustments: | loss on interest rate swap agreement: -553340. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| joHN J HAMRE | |||||||||||||
| 294000 | 0 | 70000 | 0 | 6436 | 0 | 24500 | 0 | 19887 | 0 | 414823 | 0 | 0 | 0 |
| john heyl | |||||||||||||
| 232645 | 0 | 0 | 0 | 0 | 0 | 23595 | 0 | 16164 | 0 | 272404 | 0 | 0 | 0 |
| GREG BROADDUS | |||||||||||||
| 172000 | 0 | 0 | 0 | 167 | 0 | 17407 | 0 | 1866 | 0 | 191440 | 0 | 0 | 0 |
| Stephen Flanagan | |||||||||||||
| 172500 | 0 | 0 | 0 | 10899 | 0 | 8031 | 0 | 774 | 0 | 192204 | 0 | 0 | 0 |
| Frank Verrastro | |||||||||||||
| 134587 | 0 | 0 | 0 | 0 | 0 | 13903 | 0 | 6354 | 0 | 154844 | 0 | 0 | 0 |
| Stephen Morrison | |||||||||||||
| 175000 | 0 | 0 | 0 | 1129 | 0 | 17571 | 0 | 414 | 0 | 194114 | 0 | 0 | 0 |
| William Bellamy | |||||||||||||
| 165000 | 0 | 0 | 0 | 774 | 0 | 0 | 0 | 0 | 0 | 165774 | 0 | 0 | 0 |
| Charles Freeman | |||||||||||||
| 150000 | 0 | 0 | 0 | 9265 | 0 | 3522 | 0 | 270 | 0 | 163057 | 0 | 0 | 0 |
| Clark Murdock | |||||||||||||
| 141230 | 0 | 0 | 0 | 0 | 0 | 14558 | 0 | 4285 | 0 | 160073 | 0 | 0 | 0 |
| Erik Peterson | |||||||||||||
| 171709 | 0 | 0 | 0 | 0 | 0 | 17269 | 0 | 414 | 0 | 189392 | 0 | 0 | 0 |
| Rick Barton | |||||||||||||
| 138137 | 0 | 0 | 0 | 0 | 0 | 13630 | 0 | 3084 | 0 | 154851 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | the following employees have received nontaxable club dues: John J. Hamre: $17,113 John Heyl: $3,851 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 203719138 | IssuerEIN |
| CUSIP Number | 2548392P7 | CUSIPNumber |
| Date Issued | 2008-03-26 | DateIssued |
| Issue Price | 33650000 | IssuePrice |
| Description Of Purpose | refinance land purchase | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 33650000 | TotalProceeds |
| Issuance Costs From Proceeds | 650000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 33650000 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 1.00000 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 1.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 60.000000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | plane tickets | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | form 990 is reviewed by Chairman of the F&A Committee before the return is filed. |
| Form 990, Part VI, Section B, line 12c | New Employees sign the COI and it's reviewed annually; annual review with Board of Trustees and is published in SOP on company intranet. |
| Form 990, Part VI, Section B, line 15 | Compensation for corporate officers are reviewed and approved by the Executive Committee. |
| Form 990, Part VI, Section C, line 19 | upon request. |
| form 990, part XI, line 2c | the process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years. |
| Schedule K Supplental Information | CSIS used the bond proceeds to refinance the purchase of land being held for development as its new headquarters facility. While waiting for construction to start, the land is being used as a parking lot to accommodate neighboring buildings, otherwise it would be vacant. Gross revenue is approximately $36,000 per year compared to expenses over $800,000 for interest and $450,000 for real estate taxes, for a net loss of ($1,314,000). The present value of the private payments has been less than 3 percent of the present value of the expected debt service on the bonds. The lot will be closed in September 2011 when construction commences on a new $65 Million facility, which will be wholly used for the exempt purposes of CSIS consistent with the organization's 501c3 charter. |
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