ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY: Form 990, tax year 2025

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Organization
ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY (EIN 38-2926822)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-18
IRS object ID
202602619349300210
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-18T07:52:15-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332621854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI CAPIN CROUSE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 MASSACHUSETTS AVE STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382926822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACTON INSTITUTE FOR THE STUDY OFBusinessNameLine1Txt
Business Name Line2RELIGION AND LIBERTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlACTOBusinessNameControlTxt
Phone6164543080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line198 E FULTON ST 101AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRIS MAURENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6164543080PhoneNum
Signature2026-09-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAREN DAIGAPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
Preparation2026-09-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ACTON INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKRIS MAURENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line198 E FULTON ST 101AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,466,552GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACTON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTYActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee44TotalEmployeeCnt
Total Volunteers31TotalVolunteersCnt
Total Gross UBI$60,296TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$23,246NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,550,871PYContributionsGrantsAmt
CY Contributions Grants$7,921,689CYContributionsGrantsAmt
PY Program Service Revenue$471,723PYProgramServiceRevenueAmt
CY Program Service Revenue$560,895CYProgramServiceRevenueAmt
PY Investment Income$843,613PYInvestmentIncomeAmt
CY Investment Income$559,756CYInvestmentIncomeAmt
PY Other Revenue-$65,687PYOtherRevenueAmt
CY Other Revenue-$129,796CYOtherRevenueAmt
PY Total Revenue$10,800,520PYTotalRevenueAmt
CY Total Revenue$8,912,544CYTotalRevenueAmt
PY Grants And Similar Paid$1,236,335PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,002,980CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,961,713PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,956,189CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$52,900PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$21,250CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,602,432CYTotalFundraisingExpenseAmt
PY Other Expenses$5,939,659PYOtherExpensesAmt
CY Other Expenses$6,038,450CYOtherExpensesAmt
PY Total Expenses$12,190,607PYTotalExpensesAmt
CY Total Expenses$12,018,869CYTotalExpensesAmt
PY Revenues Less Expenses-$1,390,087PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,106,325CYRevenuesLessExpensesAmt
Total Assets BOY$26,553,120TotalAssetsBOYAmt
Total Assets EOY$23,167,512TotalAssetsEOYAmt
Total Liabilities BOY$192,749TotalLiabilitiesBOYAmt
Total Liabilities EOY$254,885TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,360,371NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,912,627NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE ACTON INSTITUTE IS TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,973,801ExpenseAmt
Grant$547,731GrantAmt
Revenue$492,077RevenueAmt
DescEDUCATION:THE PROGRAMS AND EDUCATION DEPARTMENT OF THE ACTON INSTITUTE EQUIPS CURRENT AND EMERGING LEADERS IN ECONOMICS, RELIGION, AND BUSINESS THROUGH HIGH-QUALITY EDUCATIONAL INITIATIVES. THESE PROGRAMS EMPHASIZE THE MORAL FOUNDATIONS OF A FREE ECONOMY AND AIM TO FOSTER AN ENVIRONMENT WHERE ALL INDIVIDUALS HAVE THE OPPORTUNITY TO THRIVE. WHILE OPEN TO ALL, PRIORITY IS GIVEN TO APPLICANTS WITH A DEMONSTRATED ABILITY TO EFFECT CHANGE AND INFLUENCE WITHIN THEIR INSTITUTIONS, COMMUNITIES, AND DENOMINATIONS BOTH NATIONALLY AND INTERNATIONALLY.THE INSTITUTE OFFERS A RANGE OF EDUCATIONAL PROGRAMS, FROM INTIMATE SEMINARS TO LARGE-SCALE CONFERENCES. (CONTINUED ON SCHEDULE O)ITS FLAGSHIP EVENT, ACTON UNIVERSITY, IS A FOUR-DAY ANNUAL CONFERENCE THAT ATTRACTS OVER 900 PARTICIPANTS FROM NEARLY 80 COUNTRIES TO EXPLORE THE PRINCIPLES OF A FREE AND VIRTUOUS SOCIETY. MANY ATTENDEES RECEIVE FINANCIAL ASSISTANCE TO HELP COVER EXPENSES SUCH AS LODGING, MEALS, REGISTRATION, AND, WHEN NEEDED, TRAVEL. ADDITIONALLY, THE EDUCATION DEPARTMENT ACTIVELY BUILDS ECUMENICAL NETWORKS OF RELIGIOUS LEADERS, STUDENTS, EDUCATORS, AND BUSINESS PROFESSIONALS TO BROADEN THE INSTITUTE'S IMPACT, FORM STRATEGIC PARTNERSHIPS, AND STAY RESPONSIVE TO THE NEEDS OF ITS GLOBAL AUDIENCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,953,812ExpenseAmt
Grant$381,099GrantAmt
Revenue$1,255RevenueAmt
DescRESEARCH:THE INSTITUTE'S ACADEMIC INVESTIGATIONS ARE CONDUCTED BY ITS RESEARCH AND PUBLICATIONS DEPARTMENT. THE WORK PRODUCED AT ACTON RESEARCH INCLUDES THE DISCIPLINES OF PHILOSOPHY, ECONOMICS, THEOLOGY, AND HISTORY, AMONG OTHERS, AND IT INCLUDES THE CONTRIBUTIONS OF BOTH IN-HOUSE RESEARCH FELLOWS, AFFILIATES, AND OF INVITED SCHOLARS. ADDITIONALLY, THE MATERIALS AND RESEARCH PRODUCED AT THE ACTON INSTITUTE ARE DELIVERED LOCALLY IN GRAND RAPIDS AS WELL AS AT NATIONAL AND INTERNATIONAL CONFERENCES WITH THE GOAL OF REACHING THE SCHOLARLY COMMUNITY AT LARGE.(CONTINUED ON SCHEDULE O)THE RESEARCH AND PUBLICATIONS DEPARTMENT PUBLISHES BOOKS, AN ACADEMIC JOURNAL, THE ACTON INSTITUTE'S RELIGION & LIBERTY MAGAZINE, RELIGION AND LIBERTY ONLINE, MONOGRAPHS, AND OCCASIONAL PAPERS, ALONG WITH ESSAYS AT RESPECTED AND SCHOLARLY ONLINE OUTLETS. THE RESEARCH AND PUBLICATIONS DEPARTMENT ALSO PRODUCES THE WEEKLY ACTON LINE PODCAST. THE JOURNAL OF MARKETS & MORALITY IS A SEMI-ANNUAL REFEREED JOURNAL THAT PROVIDES A FORUM FOR SCHOLARS FROM MANY DISCIPLINES TO ENGAGE ISSUES CONCERNING THE MORALITY OF THE MARKETPLACE. SELECT PRIMARY SOURCES ARE TRANSLATED AND EDITED FOR WIDER DISSEMINATION AND USE BY SCHOLARS. NON-CHRISTIANS HAVE ALSO WRITTEN ARTICLES AND BOOKS ADDRESSING RELEVANT THEMES OF INTEREST TO THE ACTON INSTITUTE, SUCH AS LIBERTY, RELIGIOUS FREEDOM, AND THE FREE ECONOMY.THE RESEARCH AND PUBLICATIONS DEPARTMENT ALSO MANAGES ACTON'S ACADEMIC SCHOLARSHIP PROGRAMS. FELLOWSHIPS ARE AWARDED TO PROVIDE FINANCIAL ASSISTANCE TO PROMISING DOCTORAL CANDIDATES, GRADUATE STUDENTS, SEMINARIANS, AND SCHOLARS WHO ARE ADVANCING AN UNDERSTANDING OF THE CONNECTION BETWEEN ECONOMIC LIBERTY AND RELIGIOUS VALUES. FREE MARKET MINI-GRANTS HELP FUND UNIVERSITY COURSE DEVELOPMENT AND FACULTY RESEARCH IN MARKET ECONOMICS AT COLLEGES, UNIVERSITIES, AND SEMINARIES IN THE UNITED STATES AND CANADA. THE FREEDOM AND PROSPERITY GRANT PROMOTES RESEARCH BY SCHOLARS INTERNATIONALLY INTO THE RELATIONSHIP BETWEEN FREEDOM AND PROSPERITY USING THE ATLANTIC COUNCIL FREEDOM AND PROSPERITY INDEXES. THE CALIHAN ACADEMIC GRANTS PROVIDE FINANCIAL ASSISTANCE TO SCHOLARS AND GRADUATE STUDENTS WHOSE ACADEMIC WORK SHOWS OUTSTANDING POTENTIAL TO ADVANCE UNDERSTANDING IN THE RELATIONSHIP BETWEEN THEOLOGY AND THE PRINCIPLES OF THE FREE AND VIRTUOUS SOCIETY. THE ANNUAL NOVAK AWARD RECIPIENT IS PRESENTED WITH A PRIZE TO ACKNOWLEDGE AND REWARD NEW RESEARCH ON THE RELATIONSHIP BETWEEN RELIGION, ECONOMIC FREEDOM, AND THE FREE AND VIRTUOUS SOCIETY. THE INTERNATIONAL RESEARCH GRANT PROVIDES FINANCIAL ASSISTANCE TO PROMISING INTERNATIONAL SCHOLARS AND INTERNATIONAL INSTITUTIONS SUCH AS THINK TANKS WORKING AT THE INTERSECTION OF RELIGION AND FREE MARKETS.LASTLY, THE RESEARCH AND PUBLICATIONS DEPARTMENT MANAGES OR HELPS MANAGE A NUMBER OF PROGRAMS, INCLUDING (1) CONFERENCES FOR SCHOLARS, GRADUATE STUDENTS, PUBLIC INTELLECTUALS AND LEADING RELIGIOUS FIGURES, (2) AN ACADEMIC CONFERENCE HELD ANNUALLY IN GRAND RAPIDS, (3) AND THE SCHOLARLY AND PROGRAMMATIC OUTREACH OF ACTON'S ROME OFFICE.INTERNATIONALLY, WE HAVE HELD CONFERENCES ON VARIOUS TOPICS SUCH AS ECONOMIC LIBERTY, JUSTICE, ECONOMIC HISTORY, POVERTY AND DEVELOPMENT, CATHOLIC SOCIAL TEACHING, WAR AND PEACE, PROTESTANT SOCIAL THOUGHT, JUDAISM AND THE ECONOMY, PROPERTY RIGHTS, MONETARY POLICY, AND LIMITED GOVERNMENT. RESEARCH AND PUBLICATIONS WORKS WITH UNIVERSITY ADMINISTRATORS AND PRESIDENTS IN A CONSULTATIVE CAPACITY, AND OUR SCHOLARS ALSO LIAISE EXTENSIVELY WITH UNIVERSITY PROFESSORS AROUND THE WORLD WHO SHARE THE SAME INTELLECTUAL INTERESTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,518,566ExpenseAmt
Grant$31,455GrantAmt
Revenue$1,000RevenueAmt
DescTHE CENTER FOR SOCIAL FLOURISHING FOCUSES THE ACTON INSTITUTE'S WORK PROMOTING THE IDEAS NECESSARY FOR A FREE AND VIRTUOUS SOCIETY ON THE ALLEVIATION OF POVERTY AND RELATED SOCIAL PROBLEMS IN THE UNITED STATES. THE CENTER DOES THIS THROUGH CONFERENCES, RESEARCH, A PARTNERSHIP NETWORK, AND FILM AND MEDIA, INCLUDING A NEW FEATURE-LENGTH DOCUMENTARY MOVIE ABOUT ATTEMPTS TO ADDRESS POVERTY IN THE UNITED STATES. THE CENTER'S TEAM ALSO OPERATES A RELATED INITIATIVE OF THE ACTON INSTITUTE: THE POVERTYCURE PROJECT, WHICH IS AN EXPRESSION OF ACTON'S WORK ON GLOBAL POVERTY AND DEVELOPMENT.THE LARGEST INDIVIDUAL PROJECT OF THE CENTER IS THE NEW DOCUMENTARY ON POVERTY IN THE UNITED STATES. (CONTINUED ON SCHEDULE O)DIRECTED BY MICHAEL MILLER, WHO IS ALSO THE CENTER'S DIRECTOR, THE FILM, TITLED POVERTY TRAP, CRITIQUES AMBITIOUS SOLUTIONS TO POVERTY THAT HAVE HAD THE UNINTENDED EFFECT OF PREVENTING UPWARD MOBILITY. DRAWING FROM 130 INTERVIEWS FILMED IN 16 STATES, THE FILM WILL BE COMPLETED BY SUMMER 2026, AT WHICH POINT IT WILL BE SUBMITTED FOR FILM FESTIVALS.THE CENTER CONTINUES TO PROMOTE OTHER ACTON MEDIA PRODUCTS, INCLUDING THE POVERTYCURE SERIES AND THE DOCUMENTARY POVERTY, INC. MANY CHURCHES, SCHOOLS, AND UNIVERSITIES HAVE INCORPORATED THE POVERTYCURE SERIES RESOURCE INTO THEIR CURRICULUMS. ACTON'S DOCUMENTARY POVERTY, INC. HAS EARNED MORE THAN 45 FILM FESTIVAL AWARDS TO DATE, INCLUDING THE $100,000 TEMPLETON FREEDOM AWARD. THE FILM HAS SCREENED MORE THAN 500 TIMES IN 28 COUNTRIES. ITS IMPACT CONTINUES, AND IT STREAMS ON MULTIPLE PLATFORMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,266,423ExpenseAmt
Grant$42,694GrantAmt
Revenue$111,094RevenueAmt
DescGENERAL EDUCATION AND COMMUNICATIONS:THE INSTITUTE ADVANCES ITS MISSION BY ENGAGING BUSINESS LEADERS, POLICYMAKERS, STUDENTS, CLERGY, AND COMMUNITY INFLUENCERS THROUGH A WIDE RANGE OF EDUCATIONAL INITIATIVES. THESE INCLUDE LECTURES, CONFERENCES, MEDIA PRODUCTIONS, DIGITAL CONTENT, AND WRITTEN MATERIALS DESIGNED TO DEEPEN PUBLIC UNDERSTANDING OF THE INTERSECTION OF FAITH, ECONOMICS, AND HUMAN FLOURISHING.THROUGHOUT 2025, THE INSTITUTE HOSTED AN ACTIVE CALENDAR OF EVENTS ACROSS THE UNITED STATES AND INTERNATIONALLY TO CONNECT WITH SUPPORTERS AND EXPAND ITS EDUCATIONAL REACH. LUNCHEONS AND DINNERS FEATURING DISTINGUISHED ACTON SCHOLARS AND GUEST LECTURERS PROVIDED OPPORTUNITIES FOR SUBSTANTIVE DISCUSSION ON ECONOMIC FREEDOM, ENTREPRENEURSHIP, AND THE MORAL FOUNDATIONS OF A FREE SOCIETY.THE INSTITUTE ALSO CELEBRATED ITS 35TH ANNUAL DINNER IN GRAND RAPIDS, A MAJOR OUTREACH EVENT BRINGING TOGETHER NEARLY 700 ATTENDEES FROM NUMEROUS STATES AND SEVERAL COUNTRIES. THE EVENING FEATURED PROMINENT SPEAKERS AND HIGHLIGHTED ACTON'S GLOBAL IMPACT, WHILE EXPRESSING GRATITUDE TO SUPPORTERS AND PARTNERS WHO ADVANCE THE INSTITUTE'S MISSION.ACTON'S HEADQUARTERS CONTINUED TO SERVE AS A VIBRANT HUB FOR EDUCATIONAL PROGRAMMING. THE ACTON LECTURE SERIES AND OTHER IN HOUSE EVENTS CONVENED SCHOLARS, PRACTITIONERS, AND COMMUNITY MEMBERS FOR DISCUSSIONS ON TOPICS CENTRAL TO THE INSTITUTE'S WORK, INCLUDING RELIGIOUS LIBERTY, ECONOMIC POLICY, AND CULTURAL RENEWAL.THE INSTITUTE OPERATES A BOOKSTORE THAT PROMOTES ACTON'S OWN PUBLICATIONS AS WELL AS CAREFULLY SELECTED EXTERNAL WORKS ALIGNED WITH ITS MISSION. THESE MATERIALS WERE SOLD, DISTRIBUTED, AND EXHIBITED AT EVENTS AROUND THE WORLD, EXTENDING ACTON'S EDUCATIONAL INFLUENCE TO NEW AUDIENCES.ACTON'S DIGITAL PRESENCE CONTINUED TO EXPAND IN 2025. THE INSTITUTE'S PRIMARY WEBSITE (WWW.ACTON.ORG), ALONG WITH PLATFORMS SUCH AS RELIGION & LIBERTY, OFFERED A GROWING LIBRARY OF ARTICLES, VIDEOS, PODCASTS, AND ARCHIVAL RESOURCES. ACTON'S SOCIAL MEDIA CHANNELS ALSO SAW NOTABLE ENGAGEMENT, ENABLING THE INSTITUTE TO REACH A BROADER PUBLIC WITH TIMELY COMMENTARY AND EDUCATIONAL CONTENT.THE COMMUNICATIONS DEPARTMENT OVERSEES ACTON'S WEBSITES, PODCASTS, AND SOCIAL MEDIA CHANNELS, INTEGRATING TEXT, AUDIO, AND VIDEO USING MODERN DIGITAL TOOLS TO MAKE ACTON'S MESSAGE ACCESSIBLE ACROSS PLATFORMS. THE DEPARTMENT ALSO SUPPORTS BOTH PRINT AND DIGITAL EDITIONS OF RELIGION & LIBERTY AND CONNECTS ACTON EXPERTS WITH JOURNALISTS COVERING ISSUES RELATED TO FAITH, ECONOMICS, AND PUBLIC POLICY.ACTON'S DOCUMENTARY WORK CONTINUED TO GENERATE SIGNIFICANT PUBLIC INTEREST IN 2025. THE HONG KONGER, RELEASED IN 2023 AND SCREENED AT NUMEROUS FILM FESTIVALS, REMAINED AN IMPORTANT TOOL FOR RAISING AWARENESS ABOUT THE IMPRISONMENT OF JIMMY LAI AND THE BROADER STRUGGLE FOR FREEDOM IN HONG KONG. IN 2025, ACTON ADVANCED PRODUCTION AND OUTREACH EFFORTS FOR ITS UPCOMING DOCUMENTARY POVERTY TRAP, A FOLLOW UP TO THE AWARD WINNING POVERTY, INC. THE INSTITUTE BEGAN SCHEDULING PRE SCREENINGS, SUBMITTING THE FILM TO FESTIVALS, AND HOSTING DISCUSSIONS IN PREPARATION FOR ITS 2026 EVENT SCREENING CYCLE. THE FILM IS SCHEDULED FOR PUBLIC RELEASE IN 2027.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,266,423TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$42,694TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$111,094TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,712,602TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document127IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee44EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM VOGTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6164543080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line198 E FULTON ST 101AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KRIS MAUREN
PRESIDENT50.00Yes (X)Yes (X)$374,341$0$43,201
REV ROBERT A SIRICO
PRESIDENT EMERITUS50.00Yes (X)Yes (X)$171,425$0$5,382
DAVID HUMPHREYS
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
FRANK HANNA
VICE CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
JOHN HERN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JC HUIZENGA
ASST. SECRETARY1.00Yes (X)Yes (X)$0$0$0
JOHN KENNEDY
TREASURER1.00Yes (X)Yes (X)$0$0$0
DAVID DURELL
DIRECTOR1.00Yes (X)$0$0$0
JOAN QUINTANA
DIRECTOR1.00Yes (X)$0$0$0
LESLIE GRAVES
DIRECTOR1.00Yes (X)$0$0$0
MARIA MONTSERRAT
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL MURASKI
DIRECTOR1.00Yes (X)$0$0$0
NATHAN BOND
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA DUTHLER
DIRECTOR1.00Yes (X)$0$0$0
DAVID BAHNSEN
DIRECTOR1.00Yes (X)$0$0$0
TOM VOGT
CHIEF FINANCIAL OFFICER50.00Yes (X)$136,339$0$38,801
STEPHEN BARROWS
CHIEF OPERATING OFFICER50.00$188,302$0$63,991Yes (X)
KEVIN AUGUSTYN
VP OF DEVELOPMENT50.00$204,058$0$33,379Yes (X)
MICHAEL MILLER
CHIEF OF STRATEGIC INITIATIVES50.00$176,167$0$44,143Yes (X)
JOHN PINHEIRO
DIRECTOR OF RESEARCH50.00$134,290$0$37,978Yes (X)
ANTHONY BRADLEY
DISTINGUISHED RESEARCH FELLOW50.00$151,620$0$18,285Yes (X)
DAN CHURCHWELL
DIRECTOR OF PROGRAMS & EDUCATION50.00$115,153$0$41,407Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,651,695TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$326,567TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LIVESPACE LLC
4995 STARR STREET SEGRAND RAPIDSMI49546LIVE AUDIO VISUAL$176,522
SCIONKA INC
428 N PROSPECT STCOLORADO SPRINGSCO80903MEDIA PRODUCTION$155,000
IRON LIGHT INC
300 S RIVERSIDE PLAZA SUITE 1625CHICAGOIL60606MARKETING & PROMOTION$122,000
SALESFORCECOM INC
PO BOX 203141DALLASTX753203141SOFTWARE$119,081
MOVIEGOER
990 BLONCO CIRCLEBILLINGSMT59105MEDIA PRODUCTION & PROMOTION$103,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,301FederatedCampaignsAmt
Fundraising$201,800FundraisingAmt
All Other Contributions$7,718,588AllOtherContributionsAmt
Noncash Contributions$71,078NoncashContributionsAmt
Total Contributions$7,921,689TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION611710$481,677$481,677
GEN. EDUCATION/COMM.611710$66,563$66,563
RESEARCH541720$1,255$1,255
SOCIAL FLOUR. CENTER624190$1,000$1,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,400TotalRevenueColumnAmt
Related Or Exempt Func Income$10,400RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$560,895TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$473,169TotalRevenueColumnAmt
Unrelated Business Revenue$60,775UnrelatedBusinessRevenueAmt
Exclusion$412,394ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$9,479RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$479RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$479TotalRevenueColumnAmt
Unrelated Business Revenue-$479UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,378,986SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,292,399SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$86,587SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,587TotalRevenueColumnAmt
Exclusion$86,587ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$48,688FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$201,800ContriRptFundraisingEventAmt
Fundraising Direct Expenses$222,536FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$173,848TotalRevenueColumnAmt
Exclusion-$173,848ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$74,125GrossSalesOfInventoryAmt
Cost Of Goods Sold$29,594CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,531TotalRevenueColumnAmt
Related Or Exempt Func Income$44,531RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,912,544TotalRevenueColumnAmt
Related Or Exempt Func Income$605,426RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$60,296UnrelatedBusinessRevenueAmt
Exclusion$325,133ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$71,012TotalAmt
Program Services$71,012ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$397,470TotalAmt
Program Services$397,470ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$534,498TotalAmt
Program Services$534,498ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,021,782TotalAmt
Program Services$730,799ProgramServicesAmt
Management And General$72,530ManagementAndGeneralAmt
Fundraising$218,453FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$300TotalAmt
Program Services$300ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,043,067TotalAmt
Program Services$2,176,462ProgramServicesAmt
Management And General$216,008ManagementAndGeneralAmt
Fundraising$650,597FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$144,609TotalAmt
Program Services$103,427ProgramServicesAmt
Management And General$10,265ManagementAndGeneralAmt
Fundraising$30,917FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$456,384TotalAmt
Program Services$326,415ProgramServicesAmt
Management And General$32,396ManagementAndGeneralAmt
Fundraising$97,573FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$290,047TotalAmt
Program Services$207,447ProgramServicesAmt
Management And General$20,589ManagementAndGeneralAmt
Fundraising$62,011FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,979TotalAmt
Program Services$2,918ProgramServicesAmt
Management And General$9,061ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,244TotalAmt
Program Services$3,927ProgramServicesAmt
Management And General$41,317ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$21,250TotalAmt
Fundraising$21,250FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,417,733TotalAmt
Program Services$1,356,311ProgramServicesAmt
Management And General$21,678ManagementAndGeneralAmt
Fundraising$39,744FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,610TotalAmt
Program Services$23,610ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$526,737TotalAmt
Program Services$374,236ProgramServicesAmt
Management And General$22,818ManagementAndGeneralAmt
Fundraising$129,683FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,866TotalAmt
Program Services$33,461ProgramServicesAmt
Management And General$9,003ManagementAndGeneralAmt
Fundraising$4,402FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$128,007TotalAmt
Program Services$98,378ProgramServicesAmt
Management And General$16,786ManagementAndGeneralAmt
Fundraising$12,843FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$325,382TotalAmt
Program Services$201,223ProgramServicesAmt
Management And General$38,341ManagementAndGeneralAmt
Fundraising$85,818FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,374,705TotalAmt
Program Services$2,371,658ProgramServicesAmt
Management And General$809ManagementAndGeneralAmt
Fundraising$2,238FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$404,264TotalAmt
Program Services$187,775ProgramServicesAmt
Management And General$88,217ManagementAndGeneralAmt
Fundraising$128,272FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$42,821TotalAmt
Program Services$27,749ProgramServicesAmt
Management And General$6,742ManagementAndGeneralAmt
Fundraising$8,330FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT RENTAL & MAIN$153,627$126,777$15,898$10,952
MEALS & ENTERTAINMENT$97,038$80,226$7,389$9,423
UBIT$1,200$1,200

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$439,237TotalAmt
Program Services$276,523ProgramServicesAmt
Management And General$72,788ManagementAndGeneralAmt
Fundraising$89,926FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,018,869TotalAmt
Program Services$9,712,602ProgramServicesAmt
Management And General$703,835ManagementAndGeneralAmt
Fundraising$1,602,432FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,580,477BOYAmt
EOY$711,822EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,436,738BOYAmt
EOY$63,905EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,465,384BOYAmt
EOY$1,538,473EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$275,238BOYAmt
EOY$163,518EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$24,336BOYAmt
EOY$15,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$823,464BOYAmt
EOY$975,170EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,609,345LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,882,137LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,062,487BOYAmt
EOY$5,727,208EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,458,698BOYAmt
EOY$5,100,510EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,426,298BOYAmt
EOY$8,871,406EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,553,120BOYAmt
EOY$23,167,512EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$170,839BOYAmt
EOY$211,085EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,910BOYAmt
EOY$43,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$192,749BOYAmt
EOY$254,885EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,796,099BOYAmt
EOY$13,964,033EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,564,272BOYAmt
EOY$8,948,594EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,360,371BOYAmt
EOY$22,912,627EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,553,120BOYAmt
EOY$23,167,512EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,106,325ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$280,644NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$60,775OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,007,762CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,861,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,838,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,550,871CurrentTaxYearMinus1YearAmt
Current Tax Year$7,921,689CurrentTaxYearAmt
Total$53,180,439TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,007,762CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,861,238CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,838,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,550,871CurrentTaxYearMinus1YearAmt
Current Tax Year$7,921,689CurrentTaxYearAmt
Total$53,180,439TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,717,000SubstantialContributorsTotAmt
Public Support Total170$40,463,439PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,028,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$459,057CurrentTaxYearMinus1YearAmt
Current Tax Year$412,394CurrentTaxYearAmt
Total$1,992,821TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$483,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$810,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$645,095CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,224CurrentTaxYearMinus1YearAmt
Total$1,942,099TotalAmt
FieldValueIRS element (for citing)
Total Support$57,115,359TotalSupportAmt
Gross Receipts Rltd Activities$2,435,433GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70850PublicSupportCY170Pct
Public Support PY1700.67590PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$754,777BeginningYearBalanceAmt
Contributions$61,987ContributionsAmt
Investment Earnings Or Losses$202,974InvestmentEarningsOrLossesAmt
Grants Or Scholarships$33,959GrantsOrScholarshipsAmt
End Year Balance$985,779EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$579,736BeginningYearBalanceAmt
Investment Earnings Or Losses$80,046InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,117GrantsOrScholarshipsAmt
End Year Balance$635,665EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$567,689BeginningYearBalanceAmt
Investment Earnings Or Losses$37,215InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,168GrantsOrScholarshipsAmt
End Year Balance$579,736EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$705,185BeginningYearBalanceAmt
Investment Earnings Or Losses-$112,404InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,092GrantsOrScholarshipsAmt
End Year Balance$567,689EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$643,047BeginningYearBalanceAmt
Investment Earnings Or Losses$83,354InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,216GrantsOrScholarshipsAmt
End Year Balance$705,185EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,080,000OtherCostOrOtherBasisAmt
Book Value$1,080,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,160,404OtherCostOrOtherBasisAmt
Depreciation$1,933,242DepreciationAmt
Book Value$4,227,162BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,247,887OtherCostOrOtherBasisAmt
Depreciation$1,827,841DepreciationAmt
Book Value$420,046BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,054OtherCostOrOtherBasisAmt
Depreciation$121,054DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,727,208TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON STOCK OF PRIVATELY HELD CORP$5,000,000F
FIXED INCOME$3,871,406F
FieldValueIRS element (for citing)
Total Book Value Securities$8,871,406TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$9,320,963TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$280,644NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$488,229DonatedServicesAndUseFcltsAmt
Other Revenue$261,609OtherRevenueAmt
Revenue Not Reported$469,194RevenueNotReportedAmt
Revenue Subtotal$8,851,769RevenueSubtotalAmt
Other Revenues Not Included$60,775OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$60,775RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,912,544TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,768,707TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$488,229DonatedServicesUseFcltsAmt
Other Expenses Included$261,609OtherExpensesIncludedAmt
Expenses Not Reported$749,838ExpensesNotReportedAmt
Expenses Subtotal$12,018,869ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,018,869TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED USE FOR THE ENDOWMENT FUND IS TO SUPPORT THE NOVAK AWARD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 29,594. RENTAL EXPENSES 9,479. FUNDRAISING EVENT EXPENSES 222,536.
PART XI, LINE 4B - OTHER ADJUSTMENTS:TAXABLE INCOME FROM FORMS K-1 NOT RECORDED ON BOOKS 60,775.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 29,594. RENTAL EXPENSES 9,479. FUNDRAISING EVENT EXPENSES 222,536.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)13PROGRAM SERVICESEDUCATION$525,117
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$198,376
SOUTH AMERICA00GRANTMAKING$158,630
SUB-SAHARAN AFRICA00GRANTMAKING$92,120
SOUTH ASIA00GRANTMAKING$55,140
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$21,245
NORTH AMERICA (CANADA & MEXICO ONLY)00GRANTMAKING$8,987
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$1,059,615SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,059,615TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Purpose Of GrantCONFERENCE ASSISTANCEPurposeOfGrantTxt
Cash Grant$29,803CashGrantAmt
Manner Of Cash DisbursementELECTRONIC TRANSFERMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EDUCATION AND TRAVEL ASSISTANCEEUROPE (INCLUDING ICELAND & GREENLAND)109$167,573WIRE
EDUCATION AND TRAVEL ASSISTANCESOUTH AMERICA146$158,630WIRE
EDUCATION AND TRAVEL ASSISTANCESUB-SAHARAN AFRICA61$92,120WIRE
EDUCATION AND TRAVEL ASSISTANCESOUTH ASIA43$55,140WIRE
EDUCATION AND TRAVEL ASSISTANCECENTRAL AMERICA AND THE CARIBBEAN20$21,245WIRE
EDUCATION AND TRAVEL ASSISTANCENORTH AMERICA (CANADA & MEXICO ONLY)12$8,987WIRE
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT DETAILING HOW THE GRANT FUNDS WERE USED. THE REPORTS ARE REVIEWED BY ACTON STAFF TO VERIFY PROPER USE. SOME GRANTS RELATE TO ACTON SPONSORED EVENTS AND CAN BE VERIFIED INTERNALLY. GRANT FUNDS MAY BE REVOKED FOR USE OUTSIDE OF GRANT PURPOSE.
PART I, LINE 3:EXPENDITURES ARE ACCOUNTED FOR USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN PHILANTHROPICBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1651 VALLEY ROAD BOX 1480AddressLine1Txt
CityHOCKESSINCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$21,250RetainedByContractorAmt
Net To Organization-$21,250NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$21,250TotalRetainedByContractorsAmt
Total Net To Organization-$21,250TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL DINNEREvent1Nm
Gross Receipts Event1$250,488GrossReceiptsEvent1Amt
Charitable Contri Event1$201,800CharitableContriEvent1Amt
Gross Revenue Event1$48,688GrossRevenueEvent1Amt
Food And Beverage Event1$154,813FoodAndBeverageEvent1Amt
Entertainment Event1$2,700EntertainmentEvent1Amt
Other Direct Expenses Event1$65,023OtherDirectExpensesEvent1Amt
Gross Receipts Total$250,488GrossReceiptsTotalAmt
Charitable Contributions Tot$201,800CharitableContributionsTotAmt
Gross Revenue Total Events$48,688GrossRevenueTotalEventsAmt
Food And Beverage Total Events$154,813FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,700EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,023OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$222,536DirectExpenseSummaryEventsAmt
Net Income Summary-$173,848NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationTHE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE. NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
EVERGREEN COMMONS
480 STATE STREETHOLLANDMI49423382526940501(C)(3)$15,000$0ORGANIZATIONAL SUPPORT
WHEATON COLLEGE
501 COLLEGE AVEWHEATONIL60187362182171501(C)(3)$8,800$0ORGANIZATIONAL SUPPORT
THE UNIVERSITY OF TOLEDO FOUNDATION
4510 DORR STTOLEDOOH43615346555110501(C)(3)$8,000$0ORGANIZATIONAL SUPPORT
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC20064530196583501(C)(3)$6,100$0ORGANIZATIONAL SUPPORT
UNIVERSITY OF ST THOMAS
3800 MONTROSE BLVDHOUSTONTX770064626741277664501(C)(3)$5,500$0ORGANIZATIONAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
RESEARCH, FELLOWSHIP103$207,970
TRAVEL SCHOLARSHIPS261$189,500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT DETAILING HOW THE GRANT FUNDS WERE USED. THE REPORTS ARE REVIEWED BY ACTON STAFF TO VERIFY PROPER USE. SOME GRANTS RELATE TO ACTON SPONSORED EVENTS AND CAN BE VERIFIED INTERNALLY. GRANT FUNDS MAY BE REVOKED FOR USE OUTSIDE OF GRANT PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KRIS MAUREN
PRESIDENT$349,341$0$25,000$0$0$0$5,000$0$38,201$0$417,542$0$0$0
STEPHEN BARROWS
CHIEF OPERATING OFFICER$186,302$0$2,000$0$0$0$5,000$0$58,991$0$252,293$0$0$0
KEVIN AUGUSTYN
VP OF DEVELOPMENT$172,058$0$32,000$0$0$0$5,000$0$28,379$0$237,437$0$0$0
MICHAEL MILLER
CHIEF OF STRATEGIC INITIATIVES$164,667$0$11,500$0$0$0$5,000$0$39,143$0$220,310$0$0$0
REV ROBERT A SIRICO
PRESIDENT EMERITUS$171,425$0$0$0$0$0$5,000$0$382$0$176,807$0$0$0
TOM VOGT
CHIEF FINANCIAL OFFICER$134,339$0$2,000$0$0$0$5,000$0$33,801$0$175,140$0$0$0
JOHN PINHEIRO
DIRECTOR OF RESEARCH$132,790$0$1,500$0$0$0$5,000$0$32,978$0$172,268$0$0$0
ANTHONY BRADLEY
DISTINGUISHED RESEARCH FELLOW$150,620$0$1,000$0$0$0$5,000$0$13,285$0$169,905$0$0$0
DAN CHURCHWELL
DIRECTOR OF PROGRAMS & EDUCATION$114,153$0$1,000$0$0$0$5,000$0$36,407$0$156,560$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AACTON OCCASIONALLY COVERS FIRST-CLASS FARES ON LONG DOMESTIC AND INTERNATIONAL TRIPS FOR BONA-FIDE BUSINESS PURPOSES TO SPEAK AND CONDUCT OFFSITE MEETINGS WITH STAFF AND DONORS FOR ROBERT SIRICO. IT IS POLICY TO HAVE HIM REIMBURSE THE ORGANIZATION FOR ANY PERSONAL CHARGES THAT ARE NOT CONSIDERED BONA-FIDE BUSINESS EXPENSES. THIS BENEFIT IS TREATED AS NONTAXABLE.
PART I, LINE 7NON-FIXED PAYMENTS IN THE FORM OF BONUSES WERE GIVEN TO THE FOLLOWING INDIVIDUALS: MICHAEL MILLER, CHIEF OF STRATEGIC INITIATIVES, KEVIN AUGUSTYN, VP OF DEVELOPMENT, KRIS MAUREN, PRESIDENT, JOHN PINHEIRO, DIRECTOR OF RESEARCH, STEPHEN BARROWS, CHIEF OPERATING OFFICER, TOM VOGT, CHIEF FINANCIAL OFFICER, ANTHONY BRADLEY, DISTINGUISHED RESEARCH FELLOW, DAN CHURCHWELL, DIRECTOR OF PROGRAMS AND EDUCATION

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$71,078NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION IS ORGANIZED ON A MEMBERSHIP BASIS. THERE ARE TWO CLASSES OF MEMBERS: FULL MEMBERS AND ASSOCIATE MEMBERS. ONLY FULL MEMBERS ARE ENTITLED TO VOTE. THE FULL MEMBERS ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY, THE BOARD OF DIRECTORS. THE ORIGINAL MEMBERS WERE APPOINTED IN THE FOUNDING DOCUMENTS OF INCORPORATION. NEW MEMBERS MAY BE ADDED BY A TWO-THIRDS VOTE OF THE FULL MEMBERS. THE BOARD OF DIRECTORS, BY UNANIMOUS ACTION, MAY TERMINATE THE MEMBERSHIP OF ANY MEMBER WHO FAILS TO COMPLY WITH THE BYLAWS OR REGULATIONS.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS HAVE THE ABILITY TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, THE BOARD OF DIRECTORS. THE BYLAWS GRANT MEMBERS THE POWER TO FILL VACANCIES OR REMOVE EXISTING DIRECTORS BY A MAJORITY VOTE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER. IT IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE. A DRAFT COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. IN ADDITION, A COPY OF THE FORM 990 DRAFT WILL BE AVAILABLE IN A SECURED PART OF THE WEBSITE.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS WHICH ARE REVIEWED BY THE DIRECTOR OF HR AND THE PRESIDENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD, ALONG WITH THE COMPENSATION COMMITTEE, INVESTIGATES AND DETERMINES THE COMPENSATION PACKAGE FOR THE PRESIDENT AND PRESIDENT EMERITUS. THE PRESIDENT AND HUMAN RESOURCES DETERMINE THE COMPENSATION FOR ALL OTHER OFFICERS. THE PROCESS INCLUDES COMPARISON TO SIMILAR ORGANIZATIONS AND SALARY SURVEYS AS WELL AS ANALYSIS OF RESPONSIBILITIES AND PERFORMANCE. THE APPROVAL PROCESS FOR THE PRESIDENT AND PRESIDENT EMERITUS IS DOCUMENTED BY THE COMPENSATION COMMITTEE. THE APPROVAL PROCESS FOR ALL OTHER OFFICERS IS DOCUMENTED INTERNALLY BY THE DIRECTOR OF PEOPLE AND CULTURE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACT SERVICES: PROGRAM SERVICE EXPENSES 572,707. MANAGEMENT AND GENERAL EXPENSES 21,678. FUNDRAISING EXPENSES 29,301. TOTAL EXPENSES 623,686. MEDIA PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 329,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,727. GRAPHICS AND DESIGN SERVICES: PROGRAM SERVICE EXPENSES 49,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,997. TOTAL EXPENSES 57,965. EDITORIAL CONSULTANTS: PROGRAM SERVICE EXPENSES 132,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,900. HONORARIUMS: PROGRAM SERVICE EXPENSES 144,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,284. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 126,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,446. TOTAL EXPENSES 129,171.
FORM 990, PART XI, LINE 9:TAXABLE INCOME FROM FORMS K-1 NOT RECORDED ON BOOKS -60,775.

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