Civic Intelligence

Archbridge Institute

990 • Fiscal year 2020 • EIN 47-4252296

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization Profilewww.archbridgeinstitute.org

View Organization Page

PO Box 34322Washington, DC 20043

(703) 300-4453

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

76th percentile

25%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$120,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

84th percentile

57%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$445,341

Up $162,415 (+57%) from 2019

Net Assets

Up

$434,592

Up $154,526 (+55%) from 2019

Liabilities

Up

$10,749

Up $7,889 (+276%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin76th percentile

Revenue

Up

$621,949

Up $116,068 (+23%) from 2019

Expenses

Up

$467,423

Up $228,820 (+96%) from 2019

Net Income

Down

$154,526

Down $112,752 (-42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2016: $229,078Liabilities 2016: $0Net Assets 2016: $229,0782016Assets 2017: $8,380Liabilities 2017: $4,156Net Assets 2017: $4,2242017Assets 2018: $28,994Liabilities 2018: $10,766Net Assets 2018: $18,2282018Assets 2019: $282,926Liabilities 2019: $2,860Net Assets 2019: $280,0662019Assets 2020: $445,341Liabilities 2020: $10,749Net Assets 2020: $434,5922020Assets 2021: $650,479Liabilities 2021: $38,801Net Assets 2021: $611,6782021Assets 2022: $912,224Liabilities 2022: $51,913Net Assets 2022: $860,3112022Assets 2023: $519,299Liabilities 2023: $217,165Net Assets 2023: $302,1342023Assets 2024: $323,098Liabilities 2024: $143,307Net Assets 2024: $179,7912024

Highlighted filing

2020

Assets$445,341
Liabilities$10,749
Net Assets$434,592
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $295,350Expenses 2016: $69,995Net Income 2016: $225,3552016Revenue 2017: $98,027Expenses 2017: $318,800Net Income 2017: -$220,7732017Revenue 2018: $232,010Expenses 2018: $218,006Net Income 2018: $14,0042018Revenue 2019: $505,881Expenses 2019: $238,603Net Income 2019: $267,2782019Revenue 2020: $621,949Expenses 2020: $467,423Net Income 2020: $154,5262020Revenue 2021: $1,350,715Expenses 2021: $1,173,630Net Income 2021: $177,0852021Revenue 2022: $2,147,182Expenses 2022: $1,897,626Net Income 2022: $249,5562022Revenue 2023: $966,422Expenses 2023: $1,507,366Net Income 2023: -$540,9442023Revenue 2024: $1,893,024Expenses 2024: $2,015,367Net Income 2024: -$122,3432024

Highlighted filing

2020

Revenue$621,949
Expenses$467,423
Net Income$154,526
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$621,949
Mission and Program Overview

Mission

To rekindle the american dream of opportunity and earned success in the united states and around the world by producing, funding, and disseminating multidisciplinary academic and policy research that will lift barriers to economic mobility based on the principles of personal responsibility, rule of law, and entrepreneurship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,071$234,916▲ $190,845
Pledges and Grants Receivable$11,500$117,450▲ $105,950
Accounts Receivable$226,044$87,744▼ $138,300
Land, Buildings, and Equipment, Net$0$3,877▲ $3,877
Prepaid Expenses and Deferred Charges$1,311$1,354▲ $43
Total Assets$282,926$445,341▲ $162,415
Liabilities
Accounts Payable and Accrued Expenses$2,041$7,111▲ $5,070
Other Liabilities$819$3,638▲ $2,819
Total Liabilities$2,860$10,749▲ $7,889
Net Assets / Fund Balance
Net Assets With Donor Restrictions$58,337$356,523▲ $298,186
Net Assets Without Donor Restrictions$221,729$78,069▼ $143,660
Total Net Assets Fund Balance$280,066$434,592▲ $154,526
Total Liabilities and Net Assets / Fund Balance$282,926$445,341▲ $162,415

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,877$2,588$6,465
Land$0--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gonzalo SchwarzDirector/president/CEOFT$120,000$120,000

Board Members and Trustees

NameTitle
Ingrid GreggChairman
Andreas WidmerDirector
Hubert Mort TaylorDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$621,949
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$621,949
Change in Net Assets
$154,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$621,949
Total Revenue per Audited Statements
$621,949
Total Revenue per Form 990
$621,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,724
Salaries, Compensation, and Employee Benefits$131,699
Total Fundraising Expense$80,224
Grants and Similar Amounts Paid$31,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$219,460$0$11,499$230,959
Current Officers, Directors, Trustees, and Key Employees$48,000$12,000$60,000$120,000
Foreign Grants$29,000--$29,000
Fees for Services Accounting$0$21,665$0$21,665
Advertising$10,678$728$1,294$12,700
Payroll Taxes$4,680$1,170$5,849$11,699
Other Expenses$9,554$53$95$9,702
Travel$8,775$8$308$9,091
Occupancy$3,367$246$437$4,050
Information Technology$1,322$1,188$137$2,647
Fees for Services Legal$0$2,406$0$2,406
Insurance$0$2,278$0$2,278
Grants to Domestic Orgs$2,000--$2,000
Depreciation Depletion$1,612$118$209$1,939
Conferences and Meetings$1,237$55$97$1,389
Office Expenses$707$44$79$830
Total Functional Expenses$342,082$45,117$80,224$467,423

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$467,423
Total Expenses per Audited Statements$467,423
Total Expenses per Form 990$467,423
International Activity

International Summary

Offices
0
Employees
0
Spending
$29,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram Services-00$19,000
EuropeProgram Services-00$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,638
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Archbridge Institute
EIN
47-4252296
Phone
7033004453
Address
PO BOX 34322, WASHINGTON, DC 20043

Signing Officer

Name
Gonzalo Schwarz
Title
Chief Executive Officer
Phone
7033004453
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gonzalo Schwarz
Formed
2015
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
3
Employees
1
Volunteers
6

Preparer

Firm
Hendershot Burkhardt Tax Services Inc
Address
7525 Presidential Lane, Manassas, VA 20109
Preparer
David C Burkhardt CPA
Phone
7033611592
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A draft of the federal form 990 is reviewed by all members of the board. After addressing any questions from all the members of the board the form 990 is approved for filing with the irs.”

Pt VI, Line 12C

“Directors and officers are required to disclose any conflicts of interest as they arise and these are revisited during the board of directors meetings.”

Pt VI, Line 15A

“The board of directors decides the compensation of the institute's ceo during the yearly in-person board meeting in a closed door meeting excluding the president and ceo as he is part of the board of directors. This was most recently conducted in december, 2020.”

Pt VI, Line 19

“The form 990 and form 1023 are available on the institute's website. Governing documents and financials are not made available to the public.”

Form 990, Part IX, Line 11G

“Outside services 230959. 219460. 0. 11499.”

Financial Statement Notes

Pt X, Line 2

“The organization is classified as a section 501(c)3 organization, as described in section 501(a) of the internal revenue code, and is exempt from federal and state income taxes, except for taxes on unrelated business income, if any. Contributions to the organization are tax deductible. The organization's forms 990, return of organization exempt from income tax, are subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 453 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02041
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07111
IRS990/AccountsReceivableGrp/BOYAmt0226044
IRS990/AccountsReceivableGrp/EOYAmt087744
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO REKINDLE THE AMERICAN DREAM OF OPPORTUNITY AND EARNED SUCCESS IN THE UNITED STATES AND AROUND THE WORLD BY PRODUCING, FUNDING, AND DISSEMINATING MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH THAT WILL LIFT BARRIERS TO ECONOMIC MOBILITY BASED ON THE PRINCIPLES OF PERSONAL RESPONSIBILITY, RULE OF LAW, AND ENTREPRENEURSHIP.
IRS990/AdvertisingGrp/FundraisingAmt01294
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0728
IRS990/AdvertisingGrp/ProgramServicesAmt010678
IRS990/AdvertisingGrp/TotalAmt012700
IRS990/AllOtherContributionsAmt0621949
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GONZALO SCHWARZ
IRS990/BooksInCareOfDetail/PhoneNum07033004453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0810 7TH ST NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020002
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044071
IRS990/CashNonInterestBearingGrp/EOYAmt0234916
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt060000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0120000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt097
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt055
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01237
IRS990/ConferencesMeetingsGrp/TotalAmt01389
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0621949
IRS990/CYGrantsAndSimilarPaidAmt031000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0304724
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0154526
IRS990/CYSalariesCompEmpBnftPaidAmt0131699
IRS990/CYTotalExpensesAmt0467423
IRS990/CYTotalFundraisingExpenseAmt080224
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0621949
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0209
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0118
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01612
IRS990/DepreciationDepletionGrp/TotalAmt01939
IRS990/Desc0ECONOMIC MOBILITY RESEARCH SERIES: THE ARCHBRIDGE INSTITUTE FOCUSES IT'S MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH ON KEY STRUCTURAL ECONOMIC AND INSTITUTIONAL INDICATORS LIKE THE RULE OF LAW, ENTREPRENEURSHIP, AND SOCIAL CAPITAL AS WELL AS OTHER INDICATORS THAT MAY BE OUTSIDE THE FIELD OF TRADITIONAL ECONOMICS BUT ARE CLOSELY LINKED TO ECONOMIC MOBILITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt058337
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0356523
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0342082
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021665
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt021665
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02406
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt02406
IRS990/FeesForServicesOtherGrp/FundraisingAmt011499
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0219460
IRS990/FeesForServicesOtherGrp/TotalAmt0230959
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt029000
IRS990/ForeignGrantsGrp/TotalAmt029000
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0HUBERT MORT TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREAS WIDMER
IRS990/Form990PartVIISectionAGrp/PersonNm2INGRID GREGG
IRS990/Form990PartVIISectionAGrp/PersonNm3GONZALO SCHWARZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt031000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0621949
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0137
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01188
IRS990/InformationTechnologyGrp/ProgramServicesAmt01322
IRS990/InformationTechnologyGrp/TotalAmt02647
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02278
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02278
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02588
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03877
IRS990/LandBldgEquipCostOrOtherBssAmt06465
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO REKINDLE THE AMERICAN DREAM OF OPPORTUNITY AND EARNED SUCCESS IN THE UNITED STATES AND AROUND THE WORLD BY PRODUCING, FUNDING, AND DISSEMINATING MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH THAT WILL LIFT BARRIERS TO ECONOMIC MOBILITY BASED ON THE PRINCIPLES OF PERSONAL RESPONSIBILITY, RULE OF LAW, AND ENTREPRENEURSHIP.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt0280066
IRS990/NetAssetsOrFundBalancesEOYAmt0434592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0221729
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt078069
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0437
IRS990/OccupancyGrp/ManagementAndGeneralAmt0246
IRS990/OccupancyGrp/ProgramServicesAmt03367
IRS990/OccupancyGrp/TotalAmt04050
IRS990/OfficeExpensesGrp/FundraisingAmt079
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044
IRS990/OfficeExpensesGrp/ProgramServicesAmt0707
IRS990/OfficeExpensesGrp/TotalAmt0830
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1WEBSITE
IRS990/OtherExpensesGrp/Desc2FEES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt032
IRS990/OtherExpensesGrp/FundraisingAmt1188
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt353
IRS990/OtherExpensesGrp/ProgramServicesAmt0243
IRS990/OtherExpensesGrp/ProgramServicesAmt11447
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt39554
IRS990/OtherExpensesGrp/TotalAmt0293
IRS990/OtherExpensesGrp/TotalAmt11740
IRS990/OtherExpensesGrp/TotalAmt23035
IRS990/OtherExpensesGrp/TotalAmt39702
IRS990/OtherLiabilitiesGrp/BOYAmt0819
IRS990/OtherLiabilitiesGrp/EOYAmt03638
IRS990/OtherRevenueTotalAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05849
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01170
IRS990/PayrollTaxesGrp/ProgramServicesAmt04680
IRS990/PayrollTaxesGrp/TotalAmt011699
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0117450
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01354
IRS990/PrincipalOfficerNm0GONZALO SCHWARZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0505881
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYOtherExpensesAmt0106872
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0267278
IRS990/PYSalariesCompEmpBnftPaidAmt0131731
IRS990/PYTotalExpensesAmt0238603
IRS990/PYTotalRevenueAmt0505881
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0154526
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0621949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0505881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt098060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0295350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01753250
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01753250
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0621949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0505881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt098060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0295350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01753250
IRS990ScheduleA/TotalSupportAmt01753250
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03877
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02588
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06465
IRS990ScheduleD/ExpensesSubtotalAmt0467423
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03638
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt0621949
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS CLASSIFIED AS A SECTION 501(C)3 ORGANIZATION, AS DESCRIBED IN SECTION 501(A) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IF ANY. CONTRIBUTIONS TO THE ORGANIZATION ARE TAX DEDUCTIBLE. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03877
IRS990ScheduleD/TotalExpensesPerForm990Amt0467423
IRS990ScheduleD/TotalLiabilityAmt03638
IRS990ScheduleD/TotalRevenuePerForm990Amt0621949
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0621949
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0467423
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt010000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt119000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1South America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt119000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1RESEARCH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1South America
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt029000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIES ON THE GRANTS COMMITTEE OF ITS BOARD OF DIRECTORS TO MONITOR THE USE OF GRANT FUNDS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleF/Total501c3OrgCnt08
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt029000
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE FEDERAL FORM 990 IS REVIEWED BY ALL MEMBERS OF THE BOARD. AFTER ADDRESSING ANY QUESTIONS FROM ALL THE MEMBERS OF THE BOARD THE FORM 990 IS APPROVED FOR FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AS THEY ARISE AND THESE ARE REVISITED DURING THE BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DECIDES THE COMPENSATION OF THE INSTITUTE'S CEO DURING THE YEARLY IN-PERSON BOARD MEETING IN A CLOSED DOOR MEETING EXCLUDING THE PRESIDENT AND CEO AS HE IS PART OF THE BOARD OF DIRECTORS. THIS WAS MOST RECENTLY CONDUCTED IN DECEMBER, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 AND FORM 1023 ARE AVAILABLE ON THE INSTITUTE'S WEBSITE. GOVERNING DOCUMENTS AND FINANCIALS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES 230959. 219460. 0. 11499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/StatesWhereCopyOfReturnIsFldCd1AL
IRS990/StatesWhereCopyOfReturnIsFldCd2MI
IRS990/StatesWhereCopyOfReturnIsFldCd3NJ
IRS990/StatesWhereCopyOfReturnIsFldCd4NY
IRS990/StatesWhereCopyOfReturnIsFldCd5PA
IRS990/StatesWhereCopyOfReturnIsFldCd6VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0282926
IRS990/TotalAssetsEOYAmt0445341
IRS990/TotalAssetsGrp/BOYAmt0282926
IRS990/TotalAssetsGrp/EOYAmt0445341
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0621949
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt080224
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045117
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0342082
IRS990/TotalFunctionalExpensesGrp/TotalAmt0467423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02860
IRS990/TotalLiabilitiesEOYAmt010749
IRS990/TotalLiabilitiesGrp/BOYAmt02860
IRS990/TotalLiabilitiesGrp/EOYAmt010749
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0280066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0434592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0342082
IRS990/TotalReportableCompFromOrgAmt0120000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,341
Liabilities
$10,749
Net assets
$434,592
Revenue
$621,949
Expenses
$467,423
Net income
$154,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.14$0.18$1.89$2.02$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.22$0.30$0.97$1.51$0.54
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.05$0.86$2.15$1.90$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$1.35$1.17$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.43$0.62$0.47$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.51$0.24$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.23$0.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.00$0.10$0.32$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.30$0.07$0.23