Civic Intelligence

World Security Institute (Formerly Center for Defense Information)

EIN 52-1289743 • 501(c)3 • Washington, DC

Profile

Wsi is a non-profit, nonpartisan research organization dedicated to independent research and journalism on global affairs. The organization provides news and research-based analysis to policy-makers around the globe and serves as an authoritative and impartial monitor of security issues.

1436 U Street NW No 401Washington, DC 20009-3988

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$0

Down $4,970 (-100%) from 2014

Liabilities

Down

$0

Down $815 (-100%) from 2014

Net Assets

Down

$0

Down $4,155 (-100%) from 2014

Revenue

Down

$0

Down $198,033 (-100%) from 2014

Expenses

Down

$4,155

Down $191,525 (-98%) from 2014

Net Income

Down

-$4,155

Down $6,508 (-277%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $4,698,005Liabilities 2010: $225,491Net Assets 2010: $4,472,5142010Assets 2011: $2,949,751Liabilities 2011: $164,015Net Assets 2011: $2,785,7362011Assets 2012: $481,348Liabilities 2012: $1,269Net Assets 2012: $480,0792012Assets 2013: $2,327Liabilities 2013: $525Net Assets 2013: $1,8022013Assets 2014: $4,970Liabilities 2014: $815Net Assets 2014: $4,1552014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,044,426Expenses 2010: $5,983,897Net Income 2010: -$939,4712010Expenses 2011: $5,685,0212011Expenses 2012: $4,418,3992012Revenue 2013: $598,071Expenses 2013: $611,348Net Income 2013: -$13,2772013Revenue 2014: $198,033Expenses 2014: $195,680Net Income 2014: $2,3532014Revenue 2015: $0Expenses 2015: $4,155Net Income 2015: -$4,1552015

Highlighted filing

2015

Revenue$0
Expenses$4,155
Net Income-$4,155

Filings

Latest Detailed Filing

The latest 2015 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$198,033
Mission and Program Overview

Mission

Wsi is a non-profit, nonpartisan research organization dedicated to independent research and journalism on global affairs. The organization provides news and research-based analysis to policy-makers around the globe and serves as an authoritative and impartial monitor of security issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,327$4,970▲ $2,643
Total Assets$2,327$4,970▲ $2,643
Liabilities
Accounts Payable and Accrued Expenses$525$815▲ $290
Total Liabilities$525$815▲ $290
Net Assets / Fund Balance
Unrestricted Net Assets$1,802$4,155▲ $2,353
Total Net Assets Fund Balance$1,802$4,155▲ $2,353
Total Liabilities and Net Assets / Fund Balance$2,327$4,970▲ $2,643
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert M Meyers MdChairman
Bruce G BlairPresident & CEO
James D Head PhdDirector
James V Wertsch PhdDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$198,033
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$198,033
Change in Net Assets
$2,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,804
Other Expenses$10,876
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,804--$184,804
Fees for Services Accounting-$5,150-$5,150
Fees for Services Legal$3,071--$3,071
Other Expenses$380$2,275-$380
Total Functional Expenses$188,255$7,425$0$195,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Global ZeroWashington, DC501(c)(3)Nuclear Nonproliferation and Disarmament$184,804
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Upon completion, a draft copy of the form 990 is forwarded in pdf format by the tax preparer to the president and vice president. The president forwards the return to board members upon request. Notice is sent to the preparer if any questions or concerns are raised. If so, they are addressed and a revised form 990 is distributed. Once all issues, if any, are resolved a final form 990 is prepared and, upon receipt of a signed efile authorization, electronically filed.

Form 990, Part VI, Section B, Line 12C

Each board member and employee are required to disclose conflicts of interest prior to affiliation or employment with the organization. Wsi policy requires disclosure of any circumstances that may arise after the relationship has been established that may be perceived as a conflict. Written or verbal communication to an independent board member or the president serves as adequate disclosure. Decisions to terminate the relationship are made on a case by case basis given all relevant information.

Form 990, Part VI, Section B, Line 15

Wsi employees receive evaluations on a semi annual basis during which their level of persormance and contributions to the organization's tax exempt purpose are assessed. Pay scales are determined by adjusting the employee's prior period salary/hourly rate for a number of factors, including but not limited to, the cost of living, individual employee performance and work ethic and the institute's financial position. Final salary/rate decisions are derived after consideration of average pay levels for similar work with other non profit organizations in the washington, dc metropolitan area. Pay increases or decreases are documented in the employee file for future reference.

Form 990, Part VI, Section C, Line 19

Corporate documents subject to public disclosure are provided upon request.

Filing and Contact Details

Filer

Filer Name
World Security Institute (formerly
EIN
52-1289743
Phone
2025255962
Address
1436 U STREET NW NO 401, WASHINGTON, DC 20009-3988

Signing Officer

Name
Bruce G Blair
Title
President & CEO
Phone
2025255962
Signed
2015-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce G Blair
Formed
1982
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Glass Jacobson Pa
Address
800 KING FARM BOULEVARD SUITE 500, ROCKVILLE, MD 20850
Preparer
Michael K Creamer CPA Cfp Cdfa
Phone
3019173040
Raw XML Appendix314 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON COMPLETION, A DRAFT COPY OF THE FORM 990 IS FORWARDED IN PDF FORMAT BY THE TAX PREPARER TO THE PRESIDENT AND VICE PRESIDENT. THE PRESIDENT FORWARDS THE RETURN TO BOARD MEMBERS UPON REQUEST. NOTICE IS SENT TO THE PREPARER IF ANY QUESTIONS OR CONCERNS ARE RAISED. IF SO, THEY ARE ADDRESSED AND A REVISED FORM 990 IS DISTRIBUTED. ONCE ALL ISSUES, IF ANY, ARE RESOLVED A FINAL FORM 990 IS PREPARED AND, UPON RECEIPT OF A SIGNED EFILE AUTHORIZATION, ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER AND EMPLOYEE ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST PRIOR TO AFFILIATION OR EMPLOYMENT WITH THE ORGANIZATION. WSI POLICY REQUIRES DISCLOSURE OF ANY CIRCUMSTANCES THAT MAY ARISE AFTER THE RELATIONSHIP HAS BEEN ESTABLISHED THAT MAY BE PERCEIVED AS A CONFLICT. WRITTEN OR VERBAL COMMUNICATION TO AN INDEPENDENT BOARD MEMBER OR THE PRESIDENT SERVES AS ADEQUATE DISCLOSURE. DECISIONS TO TERMINATE THE RELATIONSHIP ARE MADE ON A CASE BY CASE BASIS GIVEN ALL RELEVANT INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WSI EMPLOYEES RECEIVE EVALUATIONS ON A SEMI ANNUAL BASIS DURING WHICH THEIR LEVEL OF PERSORMANCE AND CONTRIBUTIONS TO THE ORGANIZATION'S TAX EXEMPT PURPOSE ARE ASSESSED. PAY SCALES ARE DETERMINED BY ADJUSTING THE EMPLOYEE'S PRIOR PERIOD SALARY/HOURLY RATE FOR A NUMBER OF FACTORS, INCLUDING BUT NOT LIMITED TO, THE COST OF LIVING, INDIVIDUAL EMPLOYEE PERFORMANCE AND WORK ETHIC AND THE INSTITUTE'S FINANCIAL POSITION. FINAL SALARY/RATE DECISIONS ARE DERIVED AFTER CONSIDERATION OF AVERAGE PAY LEVELS FOR SIMILAR WORK WITH OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC METROPOLITAN AREA. PAY INCREASES OR DECREASES ARE DOCUMENTED IN THE EMPLOYEE FILE FOR FUTURE REFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CORPORATE DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE ARE PROVIDED UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04970
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01802
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04155
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01436 U STREET NW 401
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020009
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE G BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02025255962
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORLD SECURITY INSTITUTE (FORMERLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTER FOR DEFENSE INFORMATION)
ReturnHeader/Filer/BusinessNameControlTxt0WORL
ReturnHeader/Filer/EIN0521289743
ReturnHeader/Filer/PhoneNum02025255962
ReturnHeader/Filer/USAddress/AddressLine1Txt01436 U STREET NW NO 401
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200093988
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521035214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLASS JACOBSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 KING FARM BOULEVARD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03019173040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K CREAMER CPA CFP CDFA
ReturnHeader/ReturnTs02015-09-29T09:40:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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