Civic Intelligence

The Becket Fund

990 • Fiscal year 2020 • EIN 52-1858532

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 29, 2021

1919 Pennsylvania Ave NWWashington, DC 20006

(202) 955-0095

Siviq Scores

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

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$314,860

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

38th percentile

2.3%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,911,141

Up $155,710 (+2.3%) from 2019

Net Assets

Up

$6,623,349

Up $213,925 (+3.3%) from 2019

Liabilities

Down

$287,792

Down $58,215 (-17%) from 2019

Revenue

Down

$7,480,239

Down $2,219,454 (-23%) from 2019

Expenses

Up

$7,263,373

Up $1,059,568 (+17%) from 2019

Net Income

Down

$216,866

Down $3,279,022 (-94%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $1,326,527Liabilities 2010: $476,173Net Assets 2010: $850,3542010Assets 2011: $1,813,563Liabilities 2011: $742,845Net Assets 2011: $1,070,7182011Assets 2012: $1,581,138Liabilities 2012: $672,673Net Assets 2012: $908,4652012Assets 2013: $1,521,591Liabilities 2013: $533,041Net Assets 2013: $988,5502013Assets 2014: $1,977,206Liabilities 2014: $502,736Net Assets 2014: $1,474,4702014Assets 2015: $2,850,787Liabilities 2015: $688,959Net Assets 2015: $2,161,8282015Assets 2016: $3,379,415Liabilities 2016: $1,293,911Net Assets 2016: $2,085,5042016Assets 2018: $3,311,527Liabilities 2018: $406,365Net Assets 2018: $2,905,1622018Assets 2019: $6,755,431Liabilities 2019: $346,007Net Assets 2019: $6,409,4242019Assets 2020: $6,911,141Liabilities 2020: $287,792Net Assets 2020: $6,623,3492020Assets 2021: $10,853,348Liabilities 2021: $1,091,413Net Assets 2021: $9,761,9352021Assets 2022: $15,541,342Liabilities 2022: $4,066,527Net Assets 2022: $11,474,8152022Assets 2023: $28,394,251Liabilities 2023: $10,315,543Net Assets 2023: $18,078,7082023Assets 2024: $33,434,160Liabilities 2024: $8,714,296Net Assets 2024: $24,719,8642024Assets 2025: $36,134,017Liabilities 2025: $7,188,489Net Assets 2025: $28,945,5282025

Highlighted filing

2020

Assets$6,911,141
Liabilities$287,792
Net Assets$6,623,349

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2010: $2,684,0502010Revenue 2011: $2,684,403Expenses 2011: $2,463,620Net Income 2011: $220,7832011Expenses 2012: $3,628,6622012Expenses 2013: $4,672,4752013Revenue 2014: $5,016,058Expenses 2014: $4,552,542Net Income 2014: $463,5162014Revenue 2015: $6,396,572Expenses 2015: $5,708,752Net Income 2015: $687,8202015Revenue 2016: $6,157,717Expenses 2016: $6,071,288Net Income 2016: $86,4292016Revenue 2018: $6,982,105Expenses 2018: $6,375,309Net Income 2018: $606,7962018Revenue 2019: $9,699,693Expenses 2019: $6,203,805Net Income 2019: $3,495,8882019Revenue 2020: $7,480,239Expenses 2020: $7,263,373Net Income 2020: $216,8662020Revenue 2021: $11,216,379Expenses 2021: $8,079,035Net Income 2021: $3,137,3442021Revenue 2022: $13,973,613Expenses 2022: $9,447,733Net Income 2022: $4,525,8802022Revenue 2023: $17,272,623Expenses 2023: $10,668,730Net Income 2023: $6,603,8932023Revenue 2024: $18,849,672Expenses 2024: $12,279,097Net Income 2024: $6,570,5752024Revenue 2025: $17,543,941Expenses 2025: $13,498,048Net Income 2025: $4,045,8932025

Highlighted filing

2020

Revenue$7,480,239
Expenses$7,263,373
Net Income$216,866
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 29, 2021
Return Version
2019v5.1
Gross Receipts
$7,482,144
Mission and Program Overview

Mission

Public interest legal activities. Our mission is to protect the free expression of all faiths.

Public interest legal activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,695,689$2,929,730▲ $1,234,041
Savings and Temporary Cash Investments$2,555,410$2,555,889▲ $479
Cash and Non-Interest-Bearing Accounts$2,070,384$776,166▼ $1,294,218
Prepaid Expenses and Deferred Charges$76,671$327,430▲ $250,759
Land, Buildings, and Equipment, Net$195,269$109,678▼ $85,591
Accounts Receivable$0$68,498▲ $68,498
Investments in Publicly Traded Securities$37,355$63,428▲ $26,073
Other Notes and Loans Receivable, Net$82,917$40,000▼ $42,917
Total Assets$6,755,431$6,911,141▲ $155,710
Other Assets Total$41,736$40,322▼ $1,414
Liabilities
Accounts Payable and Accrued Expenses$113,650$146,739▲ $33,089
Other Liabilities$70,305$103,481▲ $33,176
Deferred Revenue$162,052$37,572▼ $124,480
Mortgage Notes Payable Secured by Investment Property$0--
Total Liabilities$346,007$287,792▼ $58,215
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,644,168$3,693,619▼ $950,549
Net Assets With Donor Restrictions$1,765,256$2,929,730▲ $1,164,474
Total Net Assets Fund Balance$6,409,424$6,623,349▲ $213,925
Total Liabilities and Net Assets / Fund Balance$6,755,431$6,911,141▲ $155,710

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,370$293,902$314,272
Equipment$84,685$95,527$180,212
Leasehold Improvements$4,623$76,710$81,333
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark RienziPresidentFT$274,180$40,680$314,860
Mark Rienzi--$274,180$40,680$314,860
Eric BaxterVP & Senior CounselFT$193,476$45,181$238,657
Eric Baxter--$193,476$45,181$238,657
Eric RassbachVP & Senior CounselFT$195,307$38,041$233,348
Eric Rassbach--$195,307$38,041$233,348
Montse AlvaradoVP & Executive DirectorFT$215,843$11,925$227,768
Montse Alvarado--$215,843$11,925$227,768
Luke GoodrichVP & Senior CounselFT$195,229$30,107$225,336
Luke Goodrich--$195,229$30,107$225,336
Daniel BlombergSenior CounselFT$168,785$34,631$203,416
Daniel Blomberg--$168,785$34,631$203,416
Lori WindhamSenior CounselFT$170,842$29,848$200,690
Lori Windham--$170,842$29,848$200,690
William MummaCEO and Board Chair--$42,673$42,673

Board Members and Trustees

NameTitle
Kevin HassonDirector/President Emeritus
Clayton ChristensenDirector
Dr Jacqueline RiversDirector
John HuleattDirector
Lance WickmanDirector
Leonard LeoDirector
Mary Ann GlendonDirector
Meir SoloveichikDirector
Robert GeorgeDirector
Robert NealDirector
Russell MooreDirector
Sean FielerDirector
John GarveySecretary
David WeidmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,479,873
Program Service Revenue
$1,875
Investment Income
$-1,633
Other Revenue
$124
All Other Contributions
$7,479,873
Change in Net Assets
$216,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,480,239
Revenue Not Reported on Form 990
$-2,941
Total Revenue per Audited Statements
$7,477,298
Total Revenue per Form 990
$7,480,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,148,559
Other Expenses$2,114,814
Total Fundraising Expense$696,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,105,828$144,674$349,873$3,600,375
Current Officers, Directors, Trustees, and Key Employees$513,851$23,936$57,886$595,673
Other Employee Benefits$474,708$22,112$53,475$550,295
All Other Expenses$470,857$13,397$18,405$502,659
Occupancy$421,468$17,604$43,062$482,134
Payroll Taxes$262,414$12,224$29,561$304,199
Travel$94,060$84,588$30,046$208,694
Fees for Services Other$168,752$16,650$19,399$204,801
Office Expenses$105,274$19,227$11,801$136,302
Depreciation Depletion$92,834$4,254$10,407$107,495
Pension Plan Contributions$84,553$3,939$9,525$98,017
Information Technology$54,610$11,356$12,410$78,376
Fees for Services Management$51,824$3,115$8,831$63,770
Insurance$45,528$2,086$5,104$52,718
Conferences and Meetings$8,028$13,219$14,413$35,660
Other Expenses$7,912$95$0$8,007
Interest$3,298$151$370$3,819
Total Functional Expenses$6,163,517$402,903$696,953$7,263,373

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,263,373
Total Expenses per Audited Statements$7,263,373
Total Expenses per Form 990$7,263,373
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Katherine GearyDaughter of CEO and Board ChairSalary and benefitsNo$53,323
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease payable$53,419
Refundable Advances - Canterbury Medal Gala$50,062
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
Filing and Contact Details

Filer

Filer Name
The Becket Fund
EIN
52-1858532
Phone
2029550095
Address
1919 Pennsylvania Ave NW, Washington, DC 20006

Signing Officer

Name
Maria Montserrat Alvarado
Title
Executive Director
Phone
2029550095
Signed
2021-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Montse Alvarado
Formed
1993
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
12
Employees
55
Volunteers
0

Preparer

Firm
Hozik & Company PLC
Address
374 Maple Ave E Ste 305, Vienna, VA 22180
Preparer
Corrie Scott
Phone
7032727109
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A copy of the 990 is emailed to the members of the governing body.

Pt VI, Line 12C

The conflict of interest policy is completed as part of the organization's annual audit.

Pt VI, Line 15A

The organization reviews the compensation paid by similar organizations.

Pt VI, Line 15B

The organization reviews the compensation paid by similar organizations.

Pt VI, Line 19

No documents are available to the public at this time.

Other

Page 2 Part III Line 4: Becket is a non-profit, public-interest law firm with a mission to protect the free expression of all faiths. Becket exists to vindicate a simple but frequently neglected principle: that because the religious impulse is natural to human beings, religious expression is natural to human culture. We advance that principle in three arenas-the courts of law, the court of public opinion, and the academy-both in the United States and abroad. At Becket we have defended the religious rights of people from "A to Z," from Anglicans to Zoroastrians. Our supporters represent a myriad of religions, but they all share our common vision of a world where religious freedom is respected as a fundamental human right that all are entitled to enjoy and exercise. Becket relies on its own legal team, and its lawyers are renowned experts in litigating this particular aspect of constitutional law.

Other

Page 2 Part III Line 4: Ball v. Ball: We represent Shawn Ball in a custody agreement allowing both parents to take children to a Christian church of their choice. Judge ruled that fathers choice of church was not Christian. We will not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Buck v. Gordon: We represent St. Vincent Catholic Charities, a foster and adoption placement agency whose contract was terminated due to its religious beliefs on marriage and family. We did not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Business Leaders in Christ v. University of Iowa: We represent Business Leaders in Christ, a religious student group at the University of Iowa, defending the students right to organize and be treated on equal terms as any other student group. We are not charging any fees, but will seek fees and costs from the opposing party if the suit is successful.

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Page 2 Part III Line 4: California v. Azar: We represent the Little Sisters of the Poor, defending a regulatory religious accommodation to the HHS contraception mandate issued under the Affordable Care Act, which has been challenged by the State of California, among other states. We are not charging any fees and will not have opportunity to seek fees from the opposing party.

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Page 2 Part III Line 4: Chung v. WIAA: We represent Seventh-day Adventist student athletes against Washington Interscholastic Activities Association who were barred from participating in athletic competitions due to religious Sabbath observance. We are not charging any fees, but will seek a fee award from the opposing party if the suit is successful.

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Page 2 Part III Line 4: Dalberiste v. GLE Associates: We represented Mitche Dalberiste, a Seventh-day Adventist employee of GLE Associates who was terminated due to his refusal to work on his Sabbath. Case has been appealed to the Supreme Court. We are not charging any fees or seeking a fee award from the opposing party.

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Page 2 Part III Line 4: Demkovich v. St. Andrew the Apostle Parish: We represent St. Andrew the Apostle Parish in ministerial and church autonomy case involving an employee who sued the church regarding his termination. Case is now at the Seventh Circuit. We will not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Diocese of Madison: We represented Diocese of Madison, WI to oppose coronavirus-related restrictions on in-person worship services. The Mayor and county executive issued a new order returning houses of worship to equal footing with secular services. We did not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Fitzgerald v. Archdiocese of Indianapolis: We represent the Archdiocese of Indianapolis in a suit involving nonrenewal of employment contracts for Catholic high school teachers who violated Catholic teachings by entering into a same-sex marriage. We did not charge any fees or seek fees from the opposing party.

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Page 2 Part III Line 4: Franciscan Alliance v. Price: We represent Franciscan Alliance, Specialty Physicians of Illinois, and the Christian Medical and Dental Associations in a Texas lawsuit against the HHS medical transition mandate issued under the Affordable Care Act. We are not charging any fees, but will seek fees and costs from the opposing party if the suit is successful.

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Page 2 Part III Line 4: Fulton v. City of Philadelphia: We represent Catholic Social Services right to provide services to foster families and children in a manner consistent with its religious beliefs. We are not charging any fees but will seek fees and costs from the opposing party if the lawsuit is successful.

Other

Page 2 Part III Line 4: Gonzales v. Mathis Independent School District: We represented the Gonzales children who attended a public school which required them to cut hair in violation of religious beliefs. We did not charge any fees or seek fees from the opposing party.

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Page 2 Part III Line 4: Guerrero v. Diocese of Lubbock: We represent the Diocese of Lubbock, TX, which was sued for defamation for publicizing the name of a deacon credibly accused of sexual abuse. We are not charging any fees and will not have opportunity to seek fees from the opposing party.

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Page 2 Part III Line 4: InterVarsity v. University of Iowa: We represent InterVarsity Christian Fellowship/USA and its student chapter at the University of Iowa, defending the organizations right to equal treatment in terms of its ability to select leaders who support its mission. We are not charging any fees, but will seek fees and costs from the opposing party if the suit is successful.

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Page 2 Part III Line 4: InterVarsity v. Wayne State: We represent InterVarsity Christian Fellowship/USA and its student chapter at Wayne State University, defending the organizations right to equal treatment in terms of its ability to select leaders who support its mission. We are not charging any fees, but will seek fees and costs from the opposing party if the suit is successful.

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Page 2 Part III Line 4: Katsareas v. US Navy: We represented Leo Katsareas, a devout Muslim serving in the US Navy, who sought a religious accommodation to grow a beard. The US Navy granted Katsareas a temporary accommodation. We did not charge any fees or seek fees from the opposing party.

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Page 2 Part III Line 4: Kondratyev v. City of Pensacola: We defended the City of Pensacolas decision not to remove from one of its parks a historic cross that was erected during World War I. We did not charge any fees or seek fees from the opposing party.

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Page 2 Part III Line 4: Maxon v. Fuller Theological Seminary: We represent Fuller Theological Seminary who was sued by a student for violating the schools religious beliefs agreement. The district court ruled in favor of the Seminary and the case is currently on appeal at the Seventh Circuit. We are not charging any fees and will not have opportunity to seek fees from the opposing party.

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Page 2 Part III Line 4: Minnesota Catholic Conference: We represented Minnesota Catholic Conference to oppose coronavirus-related restrictions on in-person worship services. The Mayor and county executive issued a new order returning houses of worship to equal footing with secular services. We did not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Patterson v. Walgreens: We represented Darryl Patterson, a Seventh-day Adventist employee of Walgreens who was terminated due to his refusal to work on his Sabbath. We did not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Payne-Elliott v. Archdiocese of Indianapolis: We represent the Archdiocese of Indianapolis in a suit involving nonrenewal of employment contracts for Catholic high school teachers who violated Catholic teachings by entering into a same-sex marriage. We have not charged any fees or sought fees from the opposing party.

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Page 2 Part III Line 4: Pennsylvania v. Trump: We represent the Little Sisters of the Poor, defending a regulatory religious accommodation to the HHS contraception mandate issued under the Affordable Care Act, which has been challenged by the State of Pennsylvania, among other states. We are not charging any fees and will not have opportunity to seek fees from the opposing party.

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Page 2 Part III Line 4: Ricks v. State of Idaho Contractors Board: We represent George Ricks who asked for exemption from Idahos requirement that he provide his Social Security Number on his application for a contractors license, as doing so violates his religious beliefs. We did not charge any fees or seek a fee award from the opposing party.

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Page 2 Part III Line 4: Young Israel of Tampa: We represent Young Israel of Tampas challenge to public transportation advertising regulations that discriminate against religious content and viewpoint. We are not charging any fees, but will seek fees and costs from the opposing party if the suit is successful.

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IRS990/Desc0Public interest legal activities: Our mission is to protect the free expression of all faiths. We exist to vindicate a simple but frequently neglected principle that because the religious impulse is natural to human beings, religious expression is natural to human culture. See attached for case litigation list.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.1$7.19$28.9$17.5$13.5$4.05
2024Detailed filing. Detailed filing data is available for this year.$33.4$8.71$24.7$18.8$12.3$6.57
2023Detailed filing. Detailed filing data is available for this year.$28.4$10.3$18.1$17.3$10.7$6.60
2022Detailed filing. Detailed filing data is available for this year.$15.5$4.07$11.5$14.0$9.45$4.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.09$9.76$11.2$8.08$3.14
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.29$6.62$7.48$7.26$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.76$0.35$6.41$9.70$6.20$3.50
2018Summary only. Only limited summary data is available for this year.$3.31$0.41$2.91$6.98$6.38$0.61
2016Summary only. Only limited summary data is available for this year.$3.38$1.29$2.09$6.16$6.07$0.09
2015Summary only. Only limited summary data is available for this year.$2.85$0.69$2.16$6.40$5.71$0.69
2014Summary only. Only limited summary data is available for this year.$1.98$0.50$1.47$5.02$4.55$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.53$0.99$4.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.67$0.91$3.63
2011Summary only. Only limited summary data is available for this year.$1.81$0.74$1.07$2.68$2.46$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.48$0.85$2.68