2011-09-06T04:42:31-05:00 2010-12-31 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2010-01-01 237206884 RODALE INSTITUTE RODA 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 MARK SMALLWOOD 6106831400 2011-09-06 1 MARIANNE MAK 2155677770 2010 2016-02-24 21:20:13Z MARK SMALLWOOD 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 11888006 0 X WWW.RODALEINSTITUTE.ORG X 1947 PA SEE PAGE 2, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FOR THE ORGANIZATION'S MISSION. 13 12 38 54 0 0 2777814 8385439 0 0 44051 63972 296284 327366 3118149 8776777 0 0 0 0 1804918 1504359 0 51687 219272 1063391 1267191 2868309 2823237 249840 5953540 14781526 19854375 1289529 238320 13491997 19616055 X 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. 0 0 848236 FARM OPERATIONS - TO DEVELOP AND DEMONSTRATE METHODS OF ORGANIC FARMING, INCLUDING ORGANIC NO-TILL, COMPOSTING AND THE CONCEPT OF TREES AS A CROP. 668965 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. 444974 COMMUNICATIONS - TO PROMOTE THE BENEFITS OF ORGANIC AGRICULTURE TO FARMERS, RESEARCHERS, LEGISLATORS AND CONSUMERS. 1962175 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 38 1 0 1 SG 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA MD MA ME MI MN MS NC NE ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X EXECUTIVE DIRECTOR 6106831400 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 PAUL MCGINLEY 1.00 X X 0 0 0 MARIA RODALE 1.00 X X 0 0 0 MARK KINTZEL 1.00 X X 0 0 0 CHRISTIANE BAKER 1.00 X 0 0 0 DREW BECHER 1.00 X 0 0 0 GEORGE BIRD 1.00 X 0 0 0 LORNA DONALDSON 1.00 X 0 0 0 KIM LARSON 1.00 X 0 0 0 JOE MCMAHON 1.00 X 0 0 0 HELEN PISZEK NELSON 1.00 X 0 0 0 LOUISE SCHORN SMITH CPA 1.00 X 0 0 0 ARRAN STEPHENS 1.00 X 0 0 0 MARK SMALLWOOD 40.00 X X 6250 0 0 ROSALBA MESSINA 20.00 X 189304 0 0 TIMOTHY LASALLE 40.00 X 127709 0 0 323263 0 0 2 0 1 0 ROSALBA MESSINA 6879 MALLARD WAY HUGO MN 55038 MANAGEMENT SVCS 189304 1 573868 7811571 1150000 8385439 50977 50977 3051204 3038209 12995 12995 12995 302043 73020 229023 229023 INT - DISQ PERSON 900099 72143 72143 OTHER REVENUE 900099 26200 26200 98343 8776777 229023 0 162315 323263 132951 154282 36030 838337 646490 165799 26048 43369 28144 12770 2455 219467 142421 64620 12426 79923 51866 23532 4525 51687 51687 517728 339886 133645 44197 202161 150791 34378 16992 99857 98563 1294 57691 48338 6079 3274 240 240 41042 19577 13150 8315 EQUIP RENTAL/MAINT 262623 231214 28321 3088 MISCELLANEOUS 57850 55399 0 2451 DUES AND SUBSCRIPTIONS 27999 16295 3920 7784 2823237 1962175 641790 219272 122828 180448 4095858 8208434 7725943 6243386 101965 49167 1030580 1030580 36575 9422 79636 45770 3812904 1047453 416482 2765451 1153649 1303299 18010 18418 14781526 19854375 209282 234675 1080247 3645 1289529 238320 X 5250189 8200473 7661692 10790263 580116 625319 13491997 19616055 14781526 19854375 X 5953540 170518 X 0 1 1 X 0 X 1793111 2873033 3430194 2777814 2235439 13109591 1793111 2873033 3430194 2777814 2235439 13109591 3810828 9298763 121214 178849 113403 81478 50977 545921 969956 155178 102987 145157 98343 1471621 15127133 1011027 0.61470 0.57640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1528509 500 205006 1734015 1370203 5018 153288 1528509 1924494 1000 -555291 1370203 0.63940 0.36060 0 0 2589147 2589147 1223757 1047453 176304 0 2765451 8776777 2823237 5953540 170518 170518 6124058 9310400 170518 290085 73020 533623 8776777 0 8776777 3186342 290085 73020 363105 2823237 0 2823237 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. X X X X X X 1 SCHULTZ & WILLIAMS 325 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19106 DEVELOPMENT CONSULTING 0 73200 0 73200 73200 73200 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X 1 0 0 0 0 0 0 0 0 ROSALBA MESSINA 189304 0 0 0 0 0 0 0 0 0 189304 0 0 0 RODALE INC TO AID RODALE INSTITUTE WITH ITS EXEMPT PURPOSE. X 1030580 1030580 0 1 1 1030580 X 1 1150000 FMV AT DONATION DATE 0 1 0 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 170,518.