RODALE INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RODALE INSTITUTE (EIN 23-7206884)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-06
- IRS object ID
- 201122499349300107
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-06T04:42:31-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237206884 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RODA | NameControl |
| Phone | 6106831400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK SMALLWOOD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6106831400 | Phone |
| Date Signed | 2011-09-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE MAK | Name |
| Phone | 2155677770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK SMALLWOOD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11888006 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RODALEINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FOR THE ORGANIZATION'S MISSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Nbr Volunteers | 54 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2777814 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8385439 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 44051 | InvestmentIncomePriorYear |
| Investment Income Current Year | 63972 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 296284 | OtherRevenuePriorYear |
| Other Revenue Current Year | 327366 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3118149 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8776777 | 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 | 1804918 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1504359 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 51687 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 219272 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1063391 | OtherExpensePriorYear |
| Other Expenses Current Year | 1267191 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2868309 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2823237 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 249840 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5953540 | RevenuesLessExpensesCY |
| Total Assets BOY | 14781526 | TotalAssetsBOY |
| Total Assets EOY | 19854375 | TotalAssetsEOY |
| Total Liabilities BOY | 1289529 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 238320 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13491997 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19616055 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RODALE INSTITUTE IMPROVES THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. ITS COMMITMENT TO RESEARCH IS THE BACKBONE OF ITS MISSION, AND ITS RESEARCH HAS HELPED SUPPORT THE MOVEMENT FOR NATIONAL EDUCATION AND RESEARCH ON ORGANIC AGRICULTURE AND FOOD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 848236 | Expense |
| Description | FARM OPERATIONS - TO DEVELOP AND DEMONSTRATE METHODS OF ORGANIC FARMING, INCLUDING ORGANIC NO-TILL, COMPOSTING AND THE CONCEPT OF TREES AS A CROP. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 668965 | Expense |
| Description | RESEARCH PROGRAMS - THE RODALE INSTITUTE RESEARCH PROGRAM INCREASES CROPPING SYSTEM SUSTAINABILITY THROUGH ORGANIC METHOD DEVELOPMENT AND EXTENSION INCLUDING COVER CROPS, CROP ROTATION IMPROVEMENT, AND ROTATIONAL NO-TILL. ASPECTS OF THE PROGRAM INCLUDE SUPPORTING ADOPTION OF THE AFOREMENTIONED PRACTICES IN FST AND ON ORGANIC AND CONVENTIONAL GRAIN AND VEGETABLE FARMS IN THE REGION, AS WELL AS ASSESSING ECONOMIC, ENERGETIC, AND SOIL HEALTH BENEFITS OF PRACTICE ADOPTION ON FARMS AND IN FST THROUGH MOBILE SOIL CARBON ASSESSMENTS AND OTHER ANALYSES. THE PROGRAM ALSO AIMS TO SUPPORT FARMER CONVERSION TO ORGANIC MANAGEMENT THROUGH TRIALS DEVELOPING IMPROVED ORGANIC MANAGEMENT METHODS, AND OTHER STUDIES COMPARING WEED MANAGEMENT, SOIL FERTILITY, WATER QUALITY, AND YIELDS IN CONVENTIONAL AND ORGANIC AGRICULTURAL SYSTEMS. FURTHER, RESEARCHERS DELIVER ALL FINDINGS ON COVER CROPPING, BIOLOGICAL WEED MANAGEMENT, COMPOST USE, EFFECTS OF MYCORRHIZAL FUNGI, AND ORGANIC NO-TILL SYSTEMS DEVELOPMENT TO FARMERS, EXTENSION AGENTS, STUDENTS, POLICY MAKERS, AND THE GENERAL PUBLIC THROUGH HANDS-ON FIELD DAYS, CONFERENCES, WORKSHOPS, SEMINARS, SYMPOSIUMS AND INNOVATIVE ONLINE INTERACTIVE TOOLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 444974 | Expense |
| Description | COMMUNICATIONS - TO PROMOTE THE BENEFITS OF ORGANIC AGRICULTURE TO FARMERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1962175 | 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 |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SG | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | 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 | 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 | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | 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 | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6106831400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 SIEGFRIEDALE ROAD | AddressLine1 |
| City | KUTZTOWN | City |
| State | PA | State |
| ZIP Code | 19530 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PAUL MCGINLEY | ||||||
| CO-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MARIA RODALE | ||||||
| CO-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MARK KINTZEL | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| CHRISTIANE BAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DREW BECHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE BIRD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LORNA DONALDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KIM LARSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOE MCMAHON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HELEN PISZEK NELSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LOUISE SCHORN SMITH CPA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARRAN STEPHENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK SMALLWOOD | ||||||
| EXECUTIVE DIRECTOR (STARTED 12/1/10) | 40.00 | X | X | 6250 | 0 | 0 |
| ROSALBA MESSINA | ||||||
| INTERIM CEO (UNTIL 12/21/10) | 20.00 | X | 189304 | 0 | 0 | |
| TIMOTHY LASALLE | ||||||
| CEO (JAN-FEB) | 40.00 | X | 127709 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 323263 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROSALBA MESSINA | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6879 MALLARD WAY | AddressLine1 |
| City | HUGO | City |
| State | MN | State |
| ZIP Code | 55038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SVCS | DescriptionOfServices |
| Compensation | 189304 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 573868 | GovernmentGrants |
| All Other Contributions | 7811571 | AllOtherContributions |
| Noncash Contributions | 1150000 | NoncashContributions |
| Total Contributions | 8385439 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50977 | TotalRevenueColumn |
| Exclusion | $50,977 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3051204 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3038209 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12995 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12995 | TotalRevenueColumn |
| Exclusion | $12,995 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 302043 | GrossSalesOfInventory |
| Cost Of Goods Sold | 73020 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229023 | TotalRevenueColumn |
| Related Or Exempt Function Income | 229023 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| INT - DISQ PERSON | 900099 | 72143 | $72,143 |
| OTHER REVENUE | 900099 | 26200 | $26,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 98343 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8776777 | TotalRevenueColumn |
| Related Or Exempt Function Income | 229023 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $162,315 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323263 | Total |
| Program Services | 132951 | ProgramServices |
| Management And General | 154282 | ManagementAndGeneral |
| Fundraising | 36030 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838337 | Total |
| Program Services | 646490 | ProgramServices |
| Management And General | 165799 | ManagementAndGeneral |
| Fundraising | 26048 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43369 | Total |
| Program Services | 28144 | ProgramServices |
| Management And General | 12770 | ManagementAndGeneral |
| Fundraising | 2455 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219467 | Total |
| Program Services | 142421 | ProgramServices |
| Management And General | 64620 | ManagementAndGeneral |
| Fundraising | 12426 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79923 | Total |
| Program Services | 51866 | ProgramServices |
| Management And General | 23532 | ManagementAndGeneral |
| Fundraising | 4525 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51687 | Total |
| Fundraising | 51687 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517728 | Total |
| Program Services | 339886 | ProgramServices |
| Management And General | 133645 | ManagementAndGeneral |
| Fundraising | 44197 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202161 | Total |
| Program Services | 150791 | ProgramServices |
| Management And General | 34378 | ManagementAndGeneral |
| Fundraising | 16992 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99857 | Total |
| Program Services | 98563 | ProgramServices |
| Management And General | 1294 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57691 | Total |
| Program Services | 48338 | ProgramServices |
| Management And General | 6079 | ManagementAndGeneral |
| Fundraising | 3274 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240 | Total |
| Program Services | 240 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41042 | Total |
| Program Services | 19577 | ProgramServices |
| Management And General | 13150 | ManagementAndGeneral |
| Fundraising | 8315 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIP RENTAL/MAINT | 262623 | 231214 | 28321 | 3088 |
| MISCELLANEOUS | 57850 | 55399 | 0 | 2451 |
| DUES AND SUBSCRIPTIONS | 27999 | 16295 | 3920 | 7784 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2823237 | Total |
| Program Services | 1962175 | ProgramServices |
| Management And General | 641790 | ManagementAndGeneral |
| Fundraising | 219272 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122828 | BOY |
| EOY | 180448 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4095858 | BOY |
| EOY | 8208434 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7725943 | BOY |
| EOY | 6243386 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101965 | BOY |
| EOY | 49167 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1030580 | BOY |
| EOY | 1030580 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36575 | BOY |
| EOY | 9422 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79636 | BOY |
| EOY | 45770 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3812904 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1047453 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416482 | BOY |
| EOY | 2765451 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1153649 | BOY |
| EOY | 1303299 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18010 | BOY |
| EOY | 18418 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14781526 | BOY |
| EOY | 19854375 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209282 | BOY |
| EOY | 234675 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1080247 | BOY |
| EOY | 3645 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289529 | BOY |
| EOY | 238320 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5250189 | BOY |
| EOY | 8200473 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7661692 | BOY |
| EOY | 10790263 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 580116 | BOY |
| EOY | 625319 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13491997 | BOY |
| EOY | 19616055 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14781526 | BOY |
| EOY | 19854375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5953540 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 170518 | ReconcilationOtherChanges |
| 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 | 1793111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2873033 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3430194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2777814 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2235439 | CurrentTaxYear |
| Total | 13109591 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1793111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2873033 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3430194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2777814 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2235439 | CurrentTaxYear |
| Total | 13109591 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3810828 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9298763 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 121214 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 178849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 113403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50977 | CurrentTaxYear |
| Total | 545921 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 969956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155178 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102987 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98343 | CurrentTaxYear |
| Total | 1471621 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15127133 | TotalSupport |
| Gross Receipts From Admissions Etc | 1011027 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57640 | 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 | 1528509 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 205006 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1734015 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1370203 | BeginningOfYearBalance |
| Contributions | 5018 | Contributions |
| Investment Earnings Or Losses | 153288 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1528509 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1924494 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | -555291 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1370203 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.63940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36060 | 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 | 2589147 | OtherCostOrOtherBasis |
| Book Value | 2589147 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1223757 | OtherCostOrOtherBasis |
| Depreciation | 1047453 | Depreciation |
| Book Value | 176304 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2765451 | TotalOfBookValueLandBuildings |
| Total Revenue | 8776777 | TotalRevenue |
| Total Expenses | 2823237 | TotalExpenses |
| Excess Or Deficit For Year | 5953540 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 170518 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 170518 | TotalAdjustments |
| Excess Or Deficit Per FS | 6124058 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9310400 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 170518 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 290085 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 73020 | OtherRevenues |
| Revenue Not Rptd F990 | 533623 | RevenueNotRptdF990 |
| Revenue Subtotal | 8776777 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8776777 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3186342 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 290085 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 73020 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 363105 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2823237 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2823237 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENT IS AVAILABLE FOR GENERAL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UNCERTAIN TAX POSITIONS UNDER FIN 48 THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS UNDER FIN 48, AND AS A RESULT, THE ADOPTION OF THE NEW STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 73,020. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COGS - STORE, ORGANIC GRAIN AND ORGANIC VEGETABLES 73,020. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & WILLIAMS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CHESTNUT STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 73200 | GrossReceipts |
| Amount Retained By Contractor | 0 | AmountRetainedByContractor |
| Net To Organization | 73200 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 73200 | TotalGrossReceipts |
| Total Net To Organization | 73200 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROSALBA MESSINA | NamePerson |
| Base Compensation Filing Org | 189304 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 189304 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODALE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,030,580 | OriginalPrincipalAmount |
| Balance Due | 1030580 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1030580 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1150000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DONATION DATE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES TO A MANAGEMENT PERSON THE ORGANIZATION OUTSOURCED ITS CEO POSITION DURING PART OF THE YEAR TO AN INDEPENDENT CONTRACTOR. THE ORGANIZATION PAID $189,304 FOR HER SERVICE, AND HER COMPENSATION IS REPORTED ON FORM 990, PAGE 7, SECTION A, LINE 1A; PAGE 8, SECTION B, LINE 1; AND PAGE 10, PART IX, LINE 5. | |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 PRIOR TO FILING WITH THE IRS, AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD FOR REVIEW. ONCE REVIEWED, MANAGEMENT WILL SIGN AND FILE THE RETURN. | |
| MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH VOTING MEMBER OF THE GOVERNING BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH DEFINES ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PROCESS FOR DETERMINING COMPENSATION THE PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND INCLUDES COMPARISON WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTOR APPROVAL. | FORM 990, PART VI, SECTION B, LINE 15 | |
| PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 170,518. | FORM 990, PART XI, LINE 5: |
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