HAGGAI INTERNATIONAL INSTITUTE FOR ADVANCED LEADERSHIP TRAINING INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAGGAI INTERNATIONAL INSTITUTE FOR ADVANCED LEADERSHIP TRAINING INC (EIN 58-0898309)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-09-26
- IRS object ID
- 201122699349300112
- 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 F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-26T10:50:49-05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580898309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haggai Institute for Advanced Leadership | BusinessNameLine1 |
| Business Name Line2 | Training Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAGG | NameControl |
| Phone | 7704498869 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 13 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30370 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen Honeychurch | Name |
| Title | Asst Treasurer/ Controller | Title |
| Date Signed | 2011-09-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr John Edmund Haggai | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 Peachtree Corners Circle | AddressLine1 |
| City | Norcross | City |
| State | GA | State |
| ZIP Code | 30092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15019134 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.haggai-institute.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S MISSION IS TO TRAIN CHRISTIAN LEADERS FOR EVANGELISM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 65 | TotalNbrEmployees |
| Total Nbr Volunteers | 185 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11582068 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12413938 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61099 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 311613 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5209377 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1861354 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 223219 | OtherRevenuePriorYear |
| Other Revenue Current Year | 429243 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17075763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15016148 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4300000 | 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 | 6671104 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5255341 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 135095 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2357959 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8817022 | OtherExpensePriorYear |
| Other Expenses Current Year | 7975295 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19788126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13365731 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2712363 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1650417 | RevenuesLessExpensesCY |
| Total Assets BOY | 34592492 | TotalAssetsBOY |
| Total Assets EOY | 36284869 | TotalAssetsEOY |
| Total Liabilities BOY | 9432490 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10876762 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25160002 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25408107 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION'S MISSION IS TO TRAIN CHRISTIAN LEADERS FOR EVANGELISM. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9519501 | Expense |
| Grants | 0 | Grants |
| Revenue | 728160 | Revenue |
| Description | THE PURPOSE OF THE INSTITUTE IS TO EQUIP QUALIFIED ASIAN, AFRICAN, AND LATIN AMERICAN CHRISTIAN LEADERS TO EFFECTIVELY EVANGELIZE THEIR OWN PEOPLE AND TRAIN OTHER NATIONAL CHRISTIANS TO DO THE SAME, AND TO PROMOTE UNDERSTANDING AMONG CHRISTIANS OF DIFFERENT CULTURES SO AS TO HELP UNIFY AND STRENGTHEN THE CHURCH WORLDWIDE. | Description |
| Total Program Service Expense | 9519501 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 94 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 65 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN HONEYCHURCH | NamePerson |
| Telephone Number | 7708101419 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 PEACHTREE CORNERS CIR STE 100 | AddressLine1 |
| City | Norcross | City |
| State | GA | State |
| ZIP Code | 30092 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Mr Roy A Adams | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mrs Jeanne Allen | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Ms Judy Burge | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Ms Joy D'Arata | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Clinton Day | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Donald R Dizney | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Ralph Doudera | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Dr Colin Ellis | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mrs Mary Anna Fowler | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Dr Bryan Grissett III | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Dr August H Konkel | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Martin Kristiaman | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Darren McDaniel | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Joseph R Moderow | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Robert J Rutland | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr W M Sanderlin | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr James R Sanders | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr J P Stubbs | ||||||||
| Board Chairman | 2.0 | X | 0 | 0 | 0 | X | ||
| Mr Frederick B Taylor | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Cade E Willis Jr | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Mr Whitney J Wood | ||||||||
| Board Vice Chair/Sec of Corp | 2.0 | X | 0 | 0 | 0 | X | ||
| Mr Henry Bronson | ||||||||
| Treasurer | 2.0 | X | 0 | 0 | 0 | X | ||
| Dr John Edmund Haggai | ||||||||
| Founder, CEO | 40.0 | X | 189216 | 0 | 102961 | X | ||
| Mr George Zachariah | ||||||||
| CFO | 40.0 | 108680 | 0 | 24378 | X | |||
| Mr Stephen Honeychurch | ||||||||
| Asst Treasurer/ Controller | 40.0 | 79000 | 12049 | X | ||||
| Ms Jacqueline Bourret | ||||||||
| Assistant Secretary | 40.0 | 65000 | 11756 | X | ||||
| Dr Beverly Upton | ||||||||
| COO | 40.0 | 200908 | 0 | 13427 | X | |||
| Mr John N Bachman | ||||||||
| CGIO | 40.0 | 104535 | 0 | 20914 | X | |||
| Mr David Lee | ||||||||
| Writer | 40.0 | 109500 | 0 | 0 | X | |||
| Mr Thomas Conway | ||||||||
| Founder's Assoc Global Develop | 40.0 | 157044 | 0 | 33941 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1013883 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 219426 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Performance Foods Inc | ||||||||||
| 19 Ululani | KULA | HI | 98790 | Food Service | 727221 | |||||
| Kaiser Permanente | ||||||||||
| PO Box 403012 | ATLANTA | GA | 30384 | Health Care Provider | 486675 | |||||
| Sai Bhanu Travel | ||||||||||
| TRAVEL AGENT | 278717 | 408 TULIPS SOMAJIGUDA | ERRAMANZIL | HYDERABAD | IN | 500082 | ||||
| Cecil B Day Investment Company | ||||||||||
| 4725 Peachtree Corners Circle | NORCROSS | GA | 30092 | Property Manager | 269102 | |||||
| HAMARAIN TOURS | ||||||||||
| TRAVEL | 198434 | PO BOX 115512 | DUBAI | UNITED ARAB EMIRATES | AE | 115512 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Related Organizations | 178634 | RelatedOrganizations |
| All Other Contributions | 12235304 | AllOtherContributions |
| Noncash Contributions | 315640 | NoncashContributions |
| Total Contributions | 12413938 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTICIPANT TRAINING FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 311613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 311613 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 311613 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 510668 | TotalRevenueColumn |
| Exclusion | $510,668 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12696 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12696 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12696 | TotalRevenueColumn |
| Exclusion | $12,696 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1353672 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 2986 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1353672 | Securities |
| Other | -2986 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1350686 | TotalRevenueColumn |
| Exclusion | $1,350,686 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 12147 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12147 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12147 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALL OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 404400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 404400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 404400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15016148 | TotalRevenueColumn |
| Related Or Exempt Function Income | 728160 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,874,050 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 725339 | Total |
| Program Services | 524689 | ProgramServices |
| Management And General | 173767 | ManagementAndGeneral |
| Fundraising | 26883 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3452200 | Total |
| Program Services | 2277676 | ProgramServices |
| Management And General | 237978 | ManagementAndGeneral |
| Fundraising | 936546 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362950 | Total |
| Program Services | 145184 | ProgramServices |
| Management And General | 153063 | ManagementAndGeneral |
| Fundraising | 64703 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463377 | Total |
| Program Services | 272560 | ProgramServices |
| Management And General | 102963 | ManagementAndGeneral |
| Fundraising | 87854 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251475 | Total |
| Program Services | 135352 | ProgramServices |
| Management And General | 29791 | ManagementAndGeneral |
| Fundraising | 86332 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56562 | Total |
| Program Services | 10318 | ProgramServices |
| Management And General | 32665 | ManagementAndGeneral |
| Fundraising | 13579 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54354 | Total |
| Management And General | 54354 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142171 | Total |
| Management And General | 142171 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135095 | Total |
| Fundraising | 135095 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240058 | Total |
| Program Services | 137812 | ProgramServices |
| Fundraising | 102246 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5794 | Total |
| Program Services | 2671 | ProgramServices |
| Management And General | 720 | ManagementAndGeneral |
| Fundraising | 2403 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639904 | Total |
| Program Services | 293906 | ProgramServices |
| Management And General | 70763 | ManagementAndGeneral |
| Fundraising | 275235 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160135 | Total |
| Program Services | 73811 | ProgramServices |
| Management And General | 5942 | ManagementAndGeneral |
| Fundraising | 80382 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288719 | Total |
| Program Services | 1055695 | ProgramServices |
| Management And General | 207219 | ManagementAndGeneral |
| Fundraising | 25805 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3928091 | Total |
| Program Services | 3436867 | ProgramServices |
| Management And General | 22227 | ManagementAndGeneral |
| Fundraising | 468997 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230785 | Total |
| Program Services | 68850 | ProgramServices |
| Management And General | 161935 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702239 | Total |
| Program Services | 647799 | ProgramServices |
| Management And General | 54440 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150586 | Total |
| Program Services | 121858 | ProgramServices |
| Management And General | 24956 | ManagementAndGeneral |
| Fundraising | 3772 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Honoraria | 179731 | 176112 | 3619 | |
| DOMESTIC & INT'L COMMUNICATION | 196166 | 138341 | 44508 | 13317 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13365731 | Total |
| Program Services | 9519501 | ProgramServices |
| Management And General | 1488271 | ManagementAndGeneral |
| Fundraising | 2357959 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272643 | BOY |
| EOY | 982732 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3669354 | BOY |
| EOY | 1099932 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7327 | BOY |
| EOY | 7327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22284543 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9305286 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13649587 | BOY |
| EOY | 12979257 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16869169 | BOY |
| EOY | 20994356 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124412 | BOY |
| EOY | 221265 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34592492 | BOY |
| EOY | 36284869 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804825 | BOY |
| EOY | 1105719 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000000 | BOY |
| EOY | 4936573 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3627665 | BOY |
| EOY | 4834470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9432490 | BOY |
| EOY | 10876762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23965563 | BOY |
| EOY | 24612057 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620327 | BOY |
| EOY | 221938 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574112 | BOY |
| EOY | 574112 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25160002 | BOY |
| EOY | 25408107 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34592492 | BOY |
| EOY | 36284869 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1650417 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1402312 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 17640780 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17915609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12754489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11582068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12235304 | CurrentTaxYear |
| Total | 72128250 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17640780 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17915609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12754489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11582068 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12235304 | CurrentTaxYear |
| Total | 72128250 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9632235 | AmountsSubstContributorsTotal |
| Public Support Total170 | 62496015 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 727432 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 342122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 673869 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4178144 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1878169 | CurrentTaxYear |
| Total | 7799736 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10603 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 223219 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16831 | CurrentTaxYear |
| Total | 349407 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 80277393 | TotalSupport |
| Gross Receipts From Admissions Etc | 3830087 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92162 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | COMPONENTS OF OTHER INCOME: BOOKS $ 12,147 MISCELLANEOUS INCOME $ 4,684 --------- TOTAL $ 16,831 | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6991775 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 717676 | InvestmentEarningsOrLosses |
| Other Expenditures | 837745 | OtherExpenditures |
| Administrative Expenses | 5854 | AdministrativeExpenses |
| End Of Year Balance | 6865852 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5459979 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1730973 | InvestmentEarningsOrLosses |
| Other Expenditures | 193087 | OtherExpenditures |
| Administrative Expenses | 6090 | AdministrativeExpenses |
| End Of Year Balance | 6991775 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7664712 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2084356 | InvestmentEarningsOrLosses |
| Other Expenditures | 104976 | OtherExpenditures |
| Administrative Expenses | 15401 | AdministrativeExpenses |
| End Of Year Balance | 5459979 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3276768 | OtherCostOrOtherBasis |
| Book Value | 3276768 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16873801 | OtherCostOrOtherBasis |
| Depreciation | 7394513 | Depreciation |
| Book Value | 9479288 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92266 | OtherCostOrOtherBasis |
| Depreciation | 73236 | Depreciation |
| Book Value | 19030 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2041708 | OtherCostOrOtherBasis |
| Depreciation | 1837537 | Depreciation |
| Book Value | 204171 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 12979257 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities Payable | $2,704,425 |
| Deferred Annuity Revenue | $688,390 |
| Pension Liability | $547,569 |
| DEFERRED PARTICIPANT FEE REVENUE | $313,371 |
| OTHER LIABILITIES | $580,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4834470 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE HELD FOR EVENTUAL USE IN TRAINING THIRD WORLD CHRISTIAN LEADERS. |
| INCOME TAXES | Schedule D, Part X, LINE 2 | Deferred income taxes, which as of March 31, 2011 and March 31, 2010, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amounts used for income tax purposes. As of March 31, 2011 and March 31, 2010, the Institute had no deferred tax assets/Accounting Standards Codification 740 (formerly FASB Interpretation No. 48 (FIN 48)), requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some or all of the deferred tax assets will not be realized. After consideration of all the evidence, both positive and negative, Management has determined that there is no tax impact on the Institute for the fiscal years ended March 31, 2011 and March 31, 2010. The Institute is a 501(c)(3) tax exempt non-profit entity. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 2 | 2 | Program Services | See Sch F Part-I, L-2 | 89977 |
| East Asia and the Pacific | 6 | 6 | Program Services | See Sch F Part-I, L-2 | 900780 |
| Middle East and North Africa | 3 | 3 | Program Services | See Sch F Part-I, L-2 | 405026 |
| Russia and the Newly Independent States | 1 | 1 | Program Services | See Sch F Part-I, L-2 | 26615 |
| South America | 2 | 2 | Program Services | See Sch F Part-I, L-2 | 101878 |
| South Asia | 3 | 3 | Program Services | See Sch F Part-I, L-2 | 78179 |
| Sub-Saharan Africa | 4 | 4 | Program Services | See Sch F Part-I, L-2 | 81938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 21 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 21 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 21 | TotalNumberOfOffices |
| Total Number Of Employees | 21 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1684393 | SubtotalAmountSpent |
| Total Amount Spent | 1684393 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's Procedures for Monitoring Use of Grant Funds Outside the US | Identifier |
| Return Reference | TYPE OF ACTIVITIY | ReturnReference |
| Explanation | Schedule F, Part I, Line 3, Column (E) 1. Central America and the Caribbean Type of Service: Selection of International participants, faculty, coordinators and conduct of training. 2. East Asia and the Pacific Type of Service: Maintain a training facility, selection of International participants, faculty coordinators and conduct of training. 3. Middle East and North Africa Type of Service: Selection of International participants, faculty, coordinators and conduct of training. 4. Russia and the Newly Independent States Type of Service: Selection of International participants, faculty, coordinators and conduct of training. 5. South America Type of Service: Selection of International participants, faculty, coordinators and conduct of training. 6. South Asia Type of Service: Selection of International participants, faculty, coordinators and conduct of training. 7. Sub-Saharan Africa Type of Service: Selection of International participants, faculty, coordinators and conduct of training. ACCOUNTING METHOD SCHEDULE F, PART I, LINE 3, COLUMN (F) ACCRUAL | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Lawson Associates | NameOfIndividual |
| Activity | Fundraising Consulting | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 150000 | GrossReceipts |
| Amount Retained By Contractor | 135095 | AmountRetainedByContractor |
| Net To Organization | 14905 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 150000 | TotalGrossReceipts |
| Total Retained By Contractors | 135095 | TotalRetainedByContractors |
| Total Net To Organization | 14905 | TotalNetToOrganization |
| Licensed States | AL | 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) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr John Edmund Haggai | |||||||||||||
| 188226 | 0 | 0 | 0 | 990 | 0 | 12466 | 0 | 90495 | 0 | 292177 | 0 | 0 | 0 |
| Dr Beverly Upton | |||||||||||||
| 185000 | 0 | 0 | 0 | 15908 | 0 | 5673 | 0 | 7754 | 0 | 214335 | 0 | 0 | 0 |
| Mr Thomas Conway | |||||||||||||
| 157044 | 0 | 0 | 0 | 0 | 0 | 10758 | 0 | 23183 | 0 | 190985 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | Dr. John Edmund Haggai received $75,000 of non taxable housing benefits. Dr. Beverly Y. Upton received $15,908 of a temporary housing allowance. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ralph Doudera Director | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MGR FOR SOME INVESTMENTS | Relationship |
| Amount Of Transaction | 146583 | AmountOfTransaction |
| Description Of Transaction | SEE SUPPLEMENTARY INFORMATION | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, Column D | Identifier |
| Return Reference | Business Transactions Involving Interested Persons | ReturnReference |
| Explanation | Ralph Doudera is a manager of mutual funds in which the filing organization invests. Expense ratio of the individual funds is part of his compensation. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305640 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | 64,184 LBS OF POPCORN | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Noncash Contributions | Identifier |
| Return Reference | Schedule M, Part I | ReturnReference |
| Explanation | Haggai Institute uses Real Estate Brokers to assist in sales of Real Property. Haggai Institute uses the services of a registered brokerage firm to sell donated securities received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Process to Monitor Transactions for Conflicts of Interest | Form 990, Part VI, Question 12c | ALL BOARD MEMBERS AND SENIOR OFFICE EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE. CONFLICT OF INTEREST STATEMENTS ARE ADMINISTERED BY THE CHIEF EXECUTIVE OFFICER. ALL CERTIFICATIONS SHALL BE REVIEWED BY THE BOARD AS APPROPRIATE. SPECIFICALLY FOR BOARD MEMBERS WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER THAT COMES UNDER CONSIDERATION OR REQUIRES ACTION BY THE BOARD, OR A BOARD COMMITTEE, THE INTERESTED PERSON SHALL NOT BE PRESENT DURING BOARD OR COMMITTEE DISCUSSION OR DECISION ON THE MATTER OR VOTE ON THE MATTER. THE MINUTES OF THE MEETING OF THE BOARD OR ITS COMMITTEE SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING DISCUSSION OR DECISION ON THE MATTER, AND DID NOT VOTE. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | Form 990, Part VI, Questions 15a and 15b | THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT CONSISTS SOLEY OF INDEPENDENT DIRECTORS WHICH REVIEWS AND SETS COMPENSATION. THE COMPENSATION COMMITTEE IS COMPRISED OF EXPERIENCED BOARD MEMBERS. WRITTEN EMPLOYMENT CONTRACTS ARE USED, AND ARE APPROVED BY THE COMPENSATION COMMITTEE. THE SAME PROCESS IS USED FOR CEO AND OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE MET AT THE ANNUAL MEETING IN FEBRUARY 2011 AND REVIEWED COMPENSATION FOR ALL POSITIONS ON STAFF AT THAT TIME. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE DOCUMENTS WILL BE E-MAILED OR MAILED TO INDIVIDUALS MAKING THE REQUEST. |
| CHANGES IN NET ASSETS | Form 990, Part VI, Question 19 | INTERFUND TRANSFERS 357,368 NET CHANGE IN RETIREMENT PLAN LIABILITY (974,120) NET UNREALIZED GAINS ON INVESTMENTS 64,953 SATISFACTION OF PROGRAM RESTRICTIONS (850,513) ----------- (1,402,312) =========== |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arizona Friends of the Haggai Institute | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 N 7th St C-222 | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201663290 | EIN |
| Primary Activities | Support HI | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)3 | ExemptCodeSection |
| Public Charity Status | 11a | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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