CATO INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CATO INSTITUTE (EIN 23-7432162)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-09-28
- IRS object ID
- 201132719349300118
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-28T13:14:41-05:00 | 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 | WATKINS MEEGAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 WISCONSIN AVENUE SUITE 500 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | 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 | 237432162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATO INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATO | NameControl |
| Phone | 2028420200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM ERICKSON | Name |
| Title | V.P. FINANCE AND ADMINISTRATION | Title |
| Date Signed | 2011-09-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL D O'SHEA | Name |
| Phone | 3016547555 | 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 | WILLIAM ERICKSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43030082 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | THE CATO INSTITUTE BROADENS THE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF LIMITED GOVERNMENT, FREE MARKETS, INDIVIDUAL LIBERTY, AND PEACE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 200 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29717643 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39253053 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 559070 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 643225 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 396012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 856611 | OtherRevenuePriorYear |
| Other Revenue Current Year | 497618 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31529336 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40410727 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 425636 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 843602 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10402144 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11370641 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2045212 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10938304 | OtherExpensePriorYear |
| Other Expenses Current Year | 11433952 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21766084 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23648195 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9763252 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16762532 | RevenuesLessExpensesCY |
| Total Assets BOY | 37636959 | TotalAssetsBOY |
| Total Assets EOY | 57206316 | TotalAssetsEOY |
| Total Liabilities BOY | 2396849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5236839 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35240110 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 51969477 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CATO INSTITUTE BROADENS THE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF LIMITED GOVERNMENT, FREE MARKETS, INDIVIDUAL LIBERTY, AND PEACE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11528221 | Expense |
| Grants | 343025 | Grants |
| Revenue | 0 | Revenue |
| Description | POLICY ANALYSIS AND RESEARCH - STUDY AND EXAMINATION OF AREAS SUCH AS HEALTH CARE, INTERNATIONAL ECONOMICS AND DEVELOPMENT, TRADE POLICY, REGULATORY STUDIES, ENVIRONMENT, FOREIGN POLICY, AND DOMESTIC ISSUES IN ORDER TO PROMOTE AND DISSEMINATE LIBERTARIAN PHILOSOPHY AND IDEAS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4632174 | Expense |
| Grants | 577 | Grants |
| Revenue | 586465 | Revenue |
| Description | PUBLICATIONS AND MEDIA - INCLUDES 18 POLICY ANALYSES, 5 DEVELOPMENT POLICY PAPERS, 8 TRADE POLICY PAPERS, 6 BRIEFING PAPERS. ALSO 4 ISSUES OF REGULATION MAGAZINE, 4 ISSUES OF CATO JOURNAL, 12 AUDIO CD'S AND 10 BOOKS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2390232 | Expense |
| Revenue | 591856 | Revenue |
| Description | CONFERENCES AND FORUMS/SEMINARS - CATO SPONSORED 498 FORUMS AND SEMINARS WITH TOPICS INCLUDING CONSTITUTIONAL STUDIES, LIMITED GOVERNMENT, HEALTH CARE, INTERNATIONAL TRADE AND ECONOMICS, TECHNOLOGY, FREE MARKETS, ENVIRONMENT, TERRORISM, AND DEFENSE. | Description |
Activity Other ActivityOther (9 entries)
| DescriptionDescription | ExpenseExpense | GrantsGrants | RevenueRevenue |
|---|---|---|---|
| THE MILTON FRIEDMAN PRIZE FOR ADVANCING | |||
| LIBERTY, NAMED IN HONOR OF PERHAPS THE | |||
| GREATEST CHAMPION OF LIBERTY IN THE 20TH | |||
| CENTURY, IS PRESENTED EVERY OTHER YEAR TO | |||
| AN INDIVIDUAL WHO HAS MADE A SIGNIFICANT | |||
| CONTRIBUTION TO ADVANCE HUMAN FREEDOM. | |||
| THE PRIZE, A CASH AWARD OF $500,000 WAS | |||
| PRESENTED TO THIS YEAR'S WINNER, AKBAR | |||
| GANJI ON MAY 13, 2010 AT A BIANNUAL DINNER. | 750421 | 500000 | 51370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 750421 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 500000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 51370 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19301048 | 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 | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | 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 | 148 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 200 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | 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 | DC | 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 | ME | 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 | 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 | MO | 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 | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TRISHA LINE | NamePerson |
| Telephone Number | 2028420200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 MASSACHUSETTS AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200015403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FRANK BOND | |||||||
| DIRECTOR EMERITUS | 2.5 | X | 0 | 0 | 0 | ||
| RICHARD J DENNIS | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| JOHN C MALONE | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| DAVID H PADDEN | |||||||
| DIRECTOR EMERITUS | 2.5 | X | 0 | 0 | 0 | ||
| LEWIS E RANDALL | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| HOWARD S RICH | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| JEFFREY YASS | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| FRED YOUNG | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| EDWARD H CRANE | |||||||
| PRESIDENT | 40.0 | X | 453918 | 0 | 34339 | X | |
| ETHELMAE C HUMPHREYS | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| DAVID H KOCH | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| WILLIAM A NISKANEN | |||||||
| DIRECTOR | 40.0 | X | 178550 | 0 | 14535 | ||
| DONALD G SMITH | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| ROBERT A LEVY | |||||||
| CHAIRMAN | 2.5 | X | 0 | 0 | 0 | X | |
| K TUCKER ANDERSEN | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| WILLIAM DUNN | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| KEVIN GENTRY | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| NANCEY PFOTENHAUER | |||||||
| DIRECTOR | 2.5 | X | 0 | 0 | 0 | ||
| DAVID BOAZ | |||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 245625 | 0 | 22950 | X | ||
| WILLIAM ERICKSON | |||||||
| VP OF FINANCE & ADMINISTRATION | 40.0 | 169570 | 0 | 22871 | X | ||
| ANTHONY PRYOR | |||||||
| SECRETARY | 40.0 | 73375 | 0 | 4465 | X | ||
| WILLIAM LINDSEY | |||||||
| VP RESEARCH | 40.0 | 173118 | 0 | 22922 | X | ||
| ROGER PILON | |||||||
| VP for Legal Affairs | 40.0 | 167118 | 0 | 24452 | X | ||
| TED CARPENTER | |||||||
| VP DEFENSE & FOREIGN POLICY | 40.0 | 171550 | 0 | 14064 | X | ||
| JAGADEESH GOKHALE | |||||||
| SENIOR FELLOW | 40.0 | 156045 | 0 | 21411 | X | ||
| ANDREI ILLIARNOV | |||||||
| SENIOR FELLOW | 40.0 | 161400 | 0 | 13857 | X | ||
| MARK CALABRIA | |||||||
| SENIOR FELLOW | 40.0 | 153375 | 0 | 14615 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2103644 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 210481 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | 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 |
|---|---|---|---|---|---|
| NETWORK ALLIANCE INC | |||||
| 11130 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | OUTSOURCED IT | 393244 |
| RST MARKETING | |||||
| 1272 Corporate Park Road | FOREST | VA | 24551 | PRINTING AND MAILING | 566892 |
| AUTOMATED GRAPHICS SYSTEMs | |||||
| 8107 Bavaria Road | MACEDONIA | OH | 44056 | PRINTING/FULFILLMENT | 239785 |
| PILLSBURY WINTHROP SHAW PITTMAN LLP | |||||
| PO BOX 601240 | CHARLOTTE | NC | 28260 | LEGAL SERVICES | 613917 |
| NEW HOPE ENVIRONMENTAL SERVICES IN | |||||
| 536 PANTOPS CENTER 402 | CHARLOTTESVILLE | VA | 22911 | CONSULTING SERVICES | 203500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| All Other Contributions | 39253053 | AllOtherContributions |
| Noncash Contributions | 4404194 | NoncashContributions |
| Total Contributions | 39253053 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONFERENCES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 643225 | TotalRevenueColumn |
| Related Or Exempt Function Income | 643225 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 643225 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120553 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $120,553 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24191 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $24,191 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 285688 | 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 | 285688 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 285688 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $285,688 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2139119 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2162841 | Securities |
| Other | 80000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -23722 | Securities |
| Other | -80000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -103722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$103,722 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 561989 | GrossSalesOfInventory |
| Cost Of Goods Sold | 376514 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 185475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 185475 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 1979 | 1979 | |
| MAILING LIST SALES | 900004 | 285 | $285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2264 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40410727 | TotalRevenueColumn |
| Related Or Exempt Function Income | 830679 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $326,995 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 577 | Total |
| Program Services | 577 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531225 | Total |
| Program Services | 531225 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311800 | Total |
| Program Services | 311800 | 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 | 1249922 | Total |
| Program Services | 728682 | ProgramServices |
| Management And General | 301993 | ManagementAndGeneral |
| Fundraising | 219247 | 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 | 8152215 | Total |
| Program Services | 7048429 | ProgramServices |
| Management And General | 421031 | ManagementAndGeneral |
| Fundraising | 682755 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368445 | Total |
| Program Services | 318465 | ProgramServices |
| Management And General | 18708 | ManagementAndGeneral |
| Fundraising | 31272 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 978779 | Total |
| Program Services | 757533 | ProgramServices |
| Management And General | 136425 | ManagementAndGeneral |
| Fundraising | 84821 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621280 | Total |
| Program Services | 520936 | ProgramServices |
| Management And General | 45228 | ManagementAndGeneral |
| Fundraising | 55116 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398640 | Total |
| Program Services | 228598 | ProgramServices |
| Management And General | 170042 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29260 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 29260 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120766 | Total |
| Program Services | 21605 | ProgramServices |
| Management And General | 99155 | ManagementAndGeneral |
| Fundraising | 6 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1403382 | Total |
| Program Services | 1144896 | ProgramServices |
| Management And General | 110655 | ManagementAndGeneral |
| Fundraising | 147831 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820465 | Total |
| Program Services | 796794 | ProgramServices |
| Management And General | 214 | ManagementAndGeneral |
| Fundraising | 23457 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3051888 | Total |
| Program Services | 2348202 | ProgramServices |
| Management And General | 290862 | ManagementAndGeneral |
| Fundraising | 412824 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1072481 | Total |
| Program Services | 874855 | ProgramServices |
| Management And General | 107075 | ManagementAndGeneral |
| Fundraising | 90551 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517996 | Total |
| Program Services | 1377865 | ProgramServices |
| Management And General | 8229 | ManagementAndGeneral |
| Fundraising | 131902 | 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 | 591266 | Total |
| Program Services | 582703 | ProgramServices |
| Management And General | 1835 | ManagementAndGeneral |
| Fundraising | 6728 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8022 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 8022 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460053 | Total |
| Program Services | 375303 | ProgramServices |
| Management And General | 45742 | ManagementAndGeneral |
| Fundraising | 39008 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86962 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 86962 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRIBUTION | 375000 | 375000 | 0 | 0 |
| TAXES & LICENSES | 356198 | 2728 | 352384 | 1086 |
| HONORARIUM | 246190 | 239944 | 1246 | 5000 |
| DUES/SUBSCRIPTIONS/BOOKS | 401729 | 322343 | 16537 | 62849 |
| FULFILLMENT | 203449 | 203449 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290205 | Total |
| Program Services | 189116 | ProgramServices |
| Management And General | 50330 | ManagementAndGeneral |
| Fundraising | 50759 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23648195 | Total |
| Program Services | 19301048 | ProgramServices |
| Management And General | 2301935 | ManagementAndGeneral |
| Fundraising | 2045212 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812620 | Total |
| Program Services | 618079 | ProgramServices |
| Management And General | 14952 | ManagementAndGeneral |
| Fundraising | 179589 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11548656 | BOY |
| EOY | 20064719 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7278671 | BOY |
| EOY | 8825198 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57657 | BOY |
| EOY | 184098 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370797 | BOY |
| EOY | 309085 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626796 | BOY |
| EOY | 366496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33823099 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9983483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14139010 | BOY |
| EOY | 23839616 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3283868 | BOY |
| EOY | 3520600 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330504 | BOY |
| EOY | 95504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37636959 | BOY |
| EOY | 57206316 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1120693 | BOY |
| EOY | 3372978 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38839 | BOY |
| EOY | 529416 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141781 | BOY |
| EOY | 117999 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1095536 | BOY |
| EOY | 1216446 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2396849 | BOY |
| EOY | 5236839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21585509 | BOY |
| EOY | 28437968 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11644504 | BOY |
| EOY | 21521412 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010097 | BOY |
| EOY | 2010097 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35240110 | BOY |
| EOY | 51969477 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37636959 | BOY |
| EOY | 57206316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16762532 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -33165 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
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 | 18878487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22189765 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19129916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29717643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39253053 | CurrentTaxYear |
| Total | 129168864 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18878487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22189765 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19129916 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29717643 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39253053 | CurrentTaxYear |
| Total | 129168864 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15545439 | AmountsSubstContributorsTotal |
| Public Support Total170 | 113623425 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 810675 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 873269 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 522010 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 726009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 430432 | CurrentTaxYear |
| Total | 3362395 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7704 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2264 | CurrentTaxYear |
| Total | 31365 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 132562624 | TotalSupport |
| Gross Receipts From Admissions Etc | 3560876 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85713 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83443 | 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
| 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 | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 66530 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 66530 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 4536 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4536 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2010097 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 42254 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 42254 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2010097 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| 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 | 9656037 | OtherCostOrOtherBasis |
| Book Value | 9656037 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10570015 | OtherCostOrOtherBasis |
| Depreciation | 7788030 | Depreciation |
| Book Value | 2781985 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13597047 | OtherCostOrOtherBasis |
| Depreciation | 2195453 | Depreciation |
| Book Value | 11401594 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23839616 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $88,963 |
| CHARITABLE GIFT ANNUITY | $292,766 |
| DEFERRED COMPENSATION LIABILIT | $834,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1216446 | TotalOfAmounts |
| Total Revenue | 40410727 | TotalRevenue |
| Total Expenses | 23648195 | TotalExpenses |
| Excess Or Deficit For Year | 16762532 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -33165 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -33165 | TotalAdjustments |
| Excess Or Deficit Per FS | 16729367 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 40850460 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 40850460 | RevenueSubtotal |
| Investment Expenses Not Included | 40503 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -480236 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -439733 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40410727 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24121093 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 513401 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 513401 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23607692 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 40503 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 40503 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23648195 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, QUESTION 4 | TO SUPPORT THE OPERATIONAL COSTS OF CATO'S CONSTITUTIONAL STUDIES PROGRAM THROUGH THE ANNUAL EARNINGS OF THE ENDOWMENT NET ASSETS. |
| OTHER REVENUE INCLUDED ON RETURN NOT ON BOOKS | SCHEDULE D, PART XII, LINE 4B | REALIZED LOSS ON INVESTMENTS (23,722) COST OF GOODS SOLD (376,514) LOSS ON DISPOSAL OF ASSETS (80,000) ---------- $(480,236) |
| OTHER EXPENSES INCLUDED ON LINE 1, NOT ON FORM 990 | SCHEDULE D, PART XIII, LINE 2D | REALIZED LOSS ON INVESTMENTS (23,722) COST OF GOODS SOLD (376,514) LOSS ON DISPOSAL OF ASSETS (80,000) UNREALIZED LOSS ON INVESTMENTS (33,165) ---------- $513,401 |
| FIN 48 FINANCIAL STATEMENT DISCLOSURE | SCHEDULE D, PART X, LINE 2 | Tax years prior to 2007 are no longer subject to examination by the IRS and the tax jurisdictions of Kansas and the District of Columbia. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | 61800 | |
| Russia and the Newly Independent States | 0 | 0 | Grantmaking | 300000 | |
| South America | 0 | 0 | Grantmaking | 20000 | |
| South America | 0 | 1 | Program Services | 42718 | CONFERENCE/WEBSITE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 424518 | SubtotalAmountSpent |
| Total Amount Spent | 424518 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|
| Europe/Iceland/Greenland | PROM LIBERTY | NA | NA | |||
| Russia | PROM LIBERTY | N/A | N/A | 300000 | WIRE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| STIPENDS FOR SENIOR FELLOWS | Europe/Iceland/Greenland | 1 | 50000 | WIRE | 0 | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS | South America | 1 | 20000 | WIRE | 0 | N/A | N/A |
| FISHER PRIZE | Europe/Iceland/Greenland | 1 | 5000 | WIRE | 0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS, AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| TO PROMOTE INDIVIDUAL LIBERTY THROUGH PUBLICations | 1 | 31225 | 0 | N/A | N/A |
| FRIEDMAN PRIZE | 1 | 500000 | 0 | N/A | N/A |
| STIPENDS FOR SENIOR FELLOWS | 9 | 261250 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PART 1, LINE 2 | ReturnReference |
| Explanation | PROGRAMS ARE SUPERVISED BY PROJECT MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENT AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|
| EDWARD H CRANE | ||||||||
| 453918 | 0 | 0 | 0 | 0 | 22050 | 12289 | 488257 | 0 |
| WILLIAM A NISKANEN | ||||||||
| 178550 | 0 | 0 | 0 | 0 | 12499 | 2036 | 193085 | 0 |
| DAVID BOAZ | ||||||||
| 245625 | 0 | 0 | 0 | 0 | 17163 | 5787 | 268575 | 0 |
| WILLIAM ERICKSON | ||||||||
| 169570 | 0 | 0 | 0 | 0 | 12294 | 10577 | 192441 | 0 |
| WILLIAM LINDSEY | ||||||||
| 173118 | 0 | 0 | 0 | 0 | 11326 | 11596 | 196040 | 0 |
| ROGER PILON | ||||||||
| 167118 | 0 | 0 | 0 | 0 | 12163 | 12289 | 191570 | 0 |
| TED CARPENTER | ||||||||
| 171550 | 0 | 0 | 0 | 0 | 12009 | 2055 | 185614 | 0 |
| JAGADEESH GOKHALE | ||||||||
| 156045 | 0 | 0 | 0 | 0 | 11277 | 10134 | 177456 | 0 |
| ANDREI ILLIARNOV | ||||||||
| 161400 | 0 | 0 | 0 | 0 | 8070 | 5787 | 175257 | 0 |
| MARK CALABRIA | ||||||||
| 153375 | 0 | 0 | 0 | 0 | 8828 | 5787 | 167990 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Deferred Compensation Plan | Schedule J, Line 4b | No contribution was made during fiscal year 3/31/2011 to the President's deferred compensation plan. |
| SCHEDULE J, LINE 4A | SEVERANCE PAYMENT | FORMER VP WILLIAM LINDSEY RECEIVED $50,000 IN SEVERANCE PAY DURING CALENDAR YEAR 2010. |
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 | 50 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4404194 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV DATE OF RECEIPT | 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 | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCESS USED TO REVIEW FORM 990 | PART VI, SECTION A, QUESTION 11B | DRAFT DISTRIBUTED TO EACH MEMBER FOR REVIEW AND COMMENT PRIOR TO FINALIZATION. |
| MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12C | CATO REVIEWS CONFLICT OF INTEREST DISCLOSURES. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR WITH THE CONFLICT IS REQUIRED TO CORRECT THE SITUATION OR STEP DOWN FROM THE BOARD. |
| PROCESS FOR DETERMINING COMPENSATION | PART VI, SECTION B, QUESTION 15B | INDEPENDENT CONTRACTOR REVIEWS COMPENSATION/BENEFITS. THE BOARD DISCUSSES AND APPROVES EXECUTIVE COMPENSATION/BENEFITS BASED ON RESULTS OF THE INDEPENDENT STUDY. |
| DOES THE ORGANIZATION HAVE MEMBERS OR STOCKHOLDERS? | PART VI, SECTION A, LINE 6 | CATO INSTITUTE WAS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF KANSAS AND HAS FOUR SHAREHOLDERS. EACH SHAREHOLDER HOLDS 16 SHARES, WHICH TOTAL 64 SHARES OF THE 1,000 SHARES AUTHORIZED. |
| MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT THE GOVERNING BODY | PART VI, SECTION A, QUESTION 7A | CATO INSTITUTE'S SHAREHOLDERS ELECT THE BOARD OF DIRECTORS, AND THE BOARD DETERMINES THE GOVERNING COMMITTEES. |
| DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL | PART VI, SECTION A, QUESTION 7B | SHAREHOLDERS ELECT THE BOARD OF DIRECTORS AND MAY REMOVE DIRECTORS WITH A MAJORITY VOTE. |
| HOW THE ORGANIZATION MAKES ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, QUESTION 19 | CATO'S BYLAWS, ARTICLES OF INCORPORATION, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE WHO REQUESTS THEM. FURTHER, CATO HAS ALWAYS COMPLIED, AND WILL CONTINUE TO COMPLY, WITH THE MANDATE THAT FORM 990 BE MADE PUBLICLY AVAILABLE. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS REPRESENTS AN UNREALIZED LOSS ON INVESTMENTS |