2011-08-01T21:53:57-05:00 2010-12-31 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2010-01-01 952540449 INSTITUTE FOR THE FUTURE INST 6508546322 124 UNIVERSITY AVENUE 2ND FLOOR PALO ALTO CA 94301 KIM LAWRENCE 6508546322 2011-07-20 1 LYNN A HENLEY 4157810793 2010 2016-02-24 21:20:13Z KIM LAWRENCE 124 UNIVERSITY AVENUE 2ND FLOOR PALO ALTO CA 94301 7027497 0 X WWW.IFTF.ORG X 1968 CA PROVIDE FUTURE FORECASTING TO ORGANIZATIONS WORLDWIDE. 11 8 36 0 0 0 0 14150 6791300 7000167 7474 3378 26062 9802 6824836 7027497 0 0 0 0 3670249 4213816 0 0 0 2663183 2736598 6333432 6950414 491404 77083 3814665 3839103 2049538 1996893 1765127 1842210 X PROVIDE FUTURE FORECASTING TO ORGANIZATIONS WORLDWIDE. 0 0 1067489 836020 HEALTH HORIZONS PROGRAM -CORE RESEARCH MEMBERSHIP PROGRAM 1033303 1029153 TECHNOLOGY HORIZONS PROGRAM -CORE RESEARCH MEMBERSHIP PROGRAM 917397 917397 TEN-YEAR FORECAST PROGRAM-CORE RESEARCH MEMBERSHIP PROGRAM 387129 4222793 FOOD OUTLOOK, SPECIAL PROJECTS, OTHER PROJECTS 387129 4222793 3405318 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 X 11 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X INSTITUTE FOR THE FUTURE 6502339540 124 UNIVERSITY AVENUE PALO ALTO CA 94301 ELLEN MARRAM 1.00 X 0 0 0 ARON CRAMER 1.00 X 0 0 0 STEVE DAVID 1.00 X 0 0 0 KAREN EDWARDS 1.00 X 0 0 0 DEBRA ENGEL 1.00 X 0 0 0 LARRY SMARR 1.00 X 0 0 0 ROBERT SUTTON 1.00 X 0 0 0 KELLY TRAVER 1.00 X 0 0 0 LAWRENCE WILKINSON 1.00 X 0 0 0 ROBERT JOHANSEN 40.00 X X 261615 0 39161 KATHLEEN VIAN 40.00 X X 189561 0 32896 MARINA GORBIS 40.00 X X 278082 0 47669 KIMBERLEY LAWRENCE 40.00 X 137035 0 28516 DAWN ALVA 40.00 X 162359 0 24750 RODRIGO FALCON 40.00 X 192029 0 22999 MICHAEL SEAN NESS 40.00 X 181786 0 18438 CHRISTOPHER SUMNER 40.00 X 171877 0 30116 JEAN HAGAN 40.00 X 156271 0 37383 LYN JEFFERY 40.00 X 154532 0 35818 MICHAEL LIEBHOLD 40.00 X 146282 0 22204 ANTHONY TOWNSEND 40.00 X 137359 0 29938 2168788 0 369888 12 0 1 0 0 14150 14150 SPECIAL PROJECT REVENU 541700 4079114 4079114 MEMBERSHIP DUES 541700 2921053 2921053 7000167 3378 3378 5196 5196 OTHER REVENUE 541700 4606 4606 4606 7027497 7005363 0 7984 1591228 462059 1129169 1471024 985911 485113 169344 80094 89250 644334 305116 339218 337886 159808 178078 23244 23244 986896 659648 327248 170103 7767 162336 76478 76478 523574 523574 175185 116206 58979 104534 85498 19036 48907 48907 18715 18715 REIMBURSABLE EXPENSES 228910 228910 MEALS AND ENTERTAINMENT 177716 141962 35754 LODGING 108368 84293 24075 DELIVERABLE PRODUCTION 83868 83868 MISCELLANEOUS 10100 4178 5922 6950414 3405318 3545096 0 411295 537323 2324983 1297512 895547 1866032 13479 13440 432317 328751 148031 103566 21330 21230 3814665 3839103 851965 642241 1197573 1354652 2049538 1996893 X 1726551 1789428 38576 52782 1765127 1842210 3814665 3839103 77083 0 X X 0 1 1 X 0 X 2968027 3389433 3047172 2185342 2940399 14530373 3574233 4354584 6038409 4613759 4079114 22660099 6542260 7744017 9085581 6799101 7019513 37190472 0 0 0 37190472 30296 48162 23202 7474 3378 112512 30296 48162 23202 7474 3378 112512 11522 13420 18262 4606 47810 6572556 7803701 9122203 6824837 7027497 37350794 0.99570 0.99530 0.00300 0.00350 X 68503 68503 0 153158 138429 14729 210656 121819 88837 103566 7027497 6950414 77083 0 77083 7027497 0 7027497 0 7027497 6950414 0 6950414 0 6950414 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INSTITUTE HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE INSTITUTE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE INSTITUTE FOLLOWS FASB TOPIC 740 INCOME TAXES TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT THE INSTITUTE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE STATEMENT OF POSITION TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. X X X X 1 0 0 1 0 0 0 0 0 ROBERT JOHANSEN 239645 0 21970 0 0 0 22815 0 16346 0 300776 0 0 0 KATHLEEN VIAN 174524 0 15037 0 0 0 16794 0 16102 0 222457 0 0 0 MARINA GORBIS 255179 0 22903 0 0 0 24753 0 22916 0 325751 0 0 0 KIMBERLEY LAWRENCE 120535 0 16500 0 0 0 11423 0 17093 0 165551 0 0 0 DAWN ALVA 155359 0 7000 0 0 0 7269 0 17481 0 187109 0 0 0 RODRIGO FALCON 175809 0 16220 0 0 0 16740 0 6259 0 215028 0 0 0 MICHAEL SEAN NESS 173911 0 7875 0 0 0 7982 0 10456 0 200224 0 0 0 CHRISTOPHER SUMNER 165552 0 6325 0 0 0 12769 0 17347 0 201993 0 0 0 JEAN HAGAN 142271 0 14000 0 0 0 14583 0 22800 0 193654 0 0 0 LYN JEFFERY 142032 0 12500 0 0 0 12981 0 22837 0 190350 0 0 0 MICHAEL LIEBHOLD 129557 0 16725 0 0 0 11875 0 10329 0 168486 0 0 0 ANTHONY TOWNSEND 127839 0 9520 0 0 0 12848 0 17090 0 167297 0 0 0 PART I, LINE 4A CHRISTOPHER SUMNER RECEIVED A SEVERANCE PAYMENT OF $34,048 AND AN ACCRUED VACATION PAYOUT OF $11,478 DURING THE YEAR. PART I, LINE 5 ONE OF THE PERSONS WHO QUALIFIES AS AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE OR HIGHEST COMPENSATED EMPLOYEE WAS PROVIDED A NON-FIXED PAYMENT BY THE INSTITUTE FOR THE FUTURE. THE NON-FIXED PAYMENT IS A COMMISSION BASED ON THE TOTAL VALUE OF THE JOB BROUGHT IN BY THE EMPLOYEE. THE COMMISSION PERCENTAGE IS 3%, 4%, OR 6% AND IS DETERMINED BY THE NATURE OF THE JOB. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE WILL INITIALLY REVIEW THE FORM 990, THEN ALL BOARD MEMBERS WILL REVIEW THE RETURN AND FORWARD THEIR QUESTIONS TO THE BOARD CHAIRMAN, DIRECTOR OF FINANCE, OR HOOD & STRONG PRIOR TO FINALIZING AND FILING THE TAX DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF HAVE SIGNED A DOCUMENT REGARDING CONFLICTS OF INTEREST. STAFF MEMBERS ARE REQUIRED TO INFORM IFTF OF POTENTIAL CONFLICTS. THE ORGANIZATION EMPLOYS A STRONG WEB PROCESS TO SEARCH FOR OUTSIDE ARTICLES/INFORMATION AND UTILIZES STRONG STAFF COMMUNICATIONS TO MONITOR ANY ISSUES. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR (CEO) PAY IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. MANAGEMENT/KEY EMPLOYEES OF STAFF ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. OUTSIDE SURVEYS AND OTHER INFORMATION ARE USED IN DETERMINING IF SALARIES ARE IN LINE WITH OTHER LIKE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ROLE AND FUNCTION OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS.