Civic Intelligence

George C Marshall Research Foundation

990 • Fiscal year 2014 • EIN 54-6052427

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 15, 2015

Organization ProfileWWW.MARSHALLFOUNDATION.ORG

View Organization Page

PO Box 1600Lexington, VA 24450

(540) 463-7103

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

13th percentile

-16%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

44th percentile

$105,764

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$7,943,697

Down $442,395 (-5.3%) from 2013

Net Assets

Down

$7,764,681

Down $480,596 (-5.8%) from 2013

Liabilities

Up

$179,016

Up $38,201 (+27%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin13th percentile

Revenue

Up

$1,373,516

Up $338,122 (+33%) from 2013

Expenses

Up

$1,589,981

Up $31,300 (+2.0%) from 2013

Net Income

Up

-$216,465

Up $306,822 (+59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,451,172Liabilities 2010: $308,368Net Assets 2010: $9,142,8042010Assets 2011: $8,645,219Liabilities 2011: $259,192Net Assets 2011: $8,386,0272011Assets 2012: $8,375,006Liabilities 2012: $157,354Net Assets 2012: $8,217,6522012Assets 2013: $8,386,092Liabilities 2013: $140,815Net Assets 2013: $8,245,2772013Assets 2014: $7,943,697Liabilities 2014: $179,016Net Assets 2014: $7,764,6812014Assets 2015: $7,122,168Liabilities 2015: $71,385Net Assets 2015: $7,050,7832015Assets 2016: $7,293,708Liabilities 2016: $80,603Net Assets 2016: $7,213,1052016Assets 2017: $8,051,073Liabilities 2017: $60,123Net Assets 2017: $7,990,9502017Assets 2018: $7,388,401Liabilities 2018: $49,585Net Assets 2018: $7,338,8162018Assets 2019: $8,215,962Liabilities 2019: $80,821Net Assets 2019: $8,135,1412019Assets 2020: $8,617,483Liabilities 2020: $289,004Net Assets 2020: $8,328,4792020Assets 2021: $9,916,365Liabilities 2021: $72,996Net Assets 2021: $9,843,3692021Assets 2022: $9,601,009Liabilities 2022: $55,468Net Assets 2022: $9,545,5412022Assets 2023: $10,443,532Liabilities 2023: $47,355Net Assets 2023: $10,396,1772023Assets 2024: $11,107,664Liabilities 2024: $263,541Net Assets 2024: $10,844,1232024

Highlighted filing

2014

Assets$7,943,697
Liabilities$179,016
Net Assets$7,764,681
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,772,6202010Expenses 2011: $1,885,3232011Expenses 2012: $1,770,9302012Revenue 2013: $1,035,394Expenses 2013: $1,558,681Net Income 2013: -$523,2872013Revenue 2014: $1,373,516Expenses 2014: $1,589,981Net Income 2014: -$216,4652014Revenue 2015: $893,469Expenses 2015: $1,279,681Net Income 2015: -$386,2122015Revenue 2016: $986,366Expenses 2016: $1,041,812Net Income 2016: -$55,4462016Revenue 2017: $1,664,515Expenses 2017: $1,416,492Net Income 2017: $248,0232017Revenue 2018: $1,022,832Expenses 2018: $1,256,993Net Income 2018: -$234,1612018Revenue 2019: $1,760,230Expenses 2019: $1,350,107Net Income 2019: $410,1232019Revenue 2020: $903,241Expenses 2020: $1,116,487Net Income 2020: -$213,2462020Revenue 2021: $1,800,657Expenses 2021: $1,088,449Net Income 2021: $712,2082021Revenue 2022: $2,232,948Expenses 2022: $1,267,260Net Income 2022: $965,6882022Revenue 2023: $1,451,145Expenses 2023: $1,289,247Net Income 2023: $161,8982023Revenue 2024: $1,649,612Expenses 2024: $1,451,766Net Income 2024: $197,8462024

Highlighted filing

2014

Revenue$1,373,516
Expenses$1,589,981
Net Income-$216,465
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 15, 2015
Return Version
2014v5.0
Gross Receipts
$1,450,545
Mission and Program Overview

Mission

Founded in 1953 the independent marshall foundation keeps alive the values that shaped and motivated george c. Marshall. The foundation perpetuates marshall's legacy, his leadership qualities and exemplary character through scholarship, leadership and international programs, and a museum and library that offer a wide range of resources for use by the general public, scholars and students of all ages.

The mission of the george c. Marshall foundation is to promote the values of selfless service, dedicated effort and strength of character exemplified by marshall's life and leadership in war and peace and to inspire new generations to follow his example as they face the challenges of the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,560,843$6,064,409▼ $496,434
Land, Buildings, and Equipment, Net$1,130,488$1,071,513▼ $58,975
Savings and Temporary Cash Investments-$438,830-
Pledges and Grants Receivable$249,221$315,580▲ $66,359
Accounts Receivable$133,875$30,754▼ $103,121
Prepaid Expenses and Deferred Charges$15,325$12,454▼ $2,871
Inventories for Sale or Use$10,158$10,158→ $0
Cash and Non-Interest-Bearing Accounts$286,182$-1▼ $286,183
Total Assets$8,386,092$7,943,697▼ $442,395
Liabilities
Accounts Payable and Accrued Expenses$90,149$135,056▲ $44,907
Other Liabilities$50,666$43,960▼ $6,706
Total Liabilities$140,815$179,016▲ $38,201
Net Assets / Fund Balance
Unrestricted Net Assets$2,629,482$4,628,147▲ $1,998,665
Temporarily Rstr Net Assets$1,112,438$2,103,361▲ $990,923
Permanently Rstr Net Assets$4,503,357$1,033,173▼ $3,470,184
Total Net Assets Fund Balance$8,245,277$7,764,681▼ $480,596
Total Liabilities and Net Assets / Fund Balance$8,386,092$7,943,697▼ $442,395

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$925,414$1,054,732-
Equipment$146,099$1,020,646-
Other Securities$982,434--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,092,602$1,600▲ $157,232$-155,520$4,095,914
2013$3,676,435$38▲ $630,323$-214,194$4,092,602
2012$3,449,977$1,125▲ $450,242$-224,909$3,676,435
2011$3,825,774$2,350▼ $162,532$-215,615$3,449,977
2010$3,473,822$5,350▲ $606,396$-259,794$3,825,774
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rob Havers PhdPresidentFT$105,764$105,764

Board Members and Trustees

NameTitle
John B Adams JrBoard Chairman
John M KeaneBoard Vice President
J Baker GentryEx-officio Trustee
J H Binford Peay IiiEx-officio Trustee
Charles W DykeTrustee
Charles W Payne JrTrustee
Clifford Miller YonceTrustee
David HeinTrustee
George W ForesmanTrustee
J Stewart BryanTrustee
James J Winn JrTrustee
Kurt a PolkTrustee
L F Payne JrTrustee
Olin L WethingtonTrustee
Richard a CodyTrustee
Shawn BoyerTrustee
Thomas H HenriksenTrustee
Thomas R MorrisTrustee
Thomas R PickeringTrustee
Christine K CarricoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$641,272
Program Service Revenue
$114,062
Investment Income
$636,029
Other Revenue
$-17,847
All Other Contributions
$451,822
Change in Net Assets
$-216,465

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,321,958
Revenue Not Reported on Financial Statements
$51,558
Revenue Not Reported on Form 990
$-24,329
Other Revenue Adjustments
$7,226
Total Revenue per Audited Statements
$1,297,629
Total Revenue per Form 990
$1,373,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$920,887
Other Expenses$669,094
Total Fundraising Expense$164,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$569,174$154,832$91,117$815,123
Occupancy$255,859$36,822$22,991$315,672
Fees for Services Other$107,995$31,601$13,042$152,638
Current Officers, Directors, Trustees, and Key Employees$4,231$85,667$15,866$105,764
Conferences and Meetings$35,340$11,768$8,545$55,653
Office Expenses$34,547$6,209$9,812$50,568
Travel$33,613$8,812$2,655$45,080
Fees for Service Investment Mgmnt Fees-$44,332-$44,332
Fees for Services Legal-$2,672-$2,672
Advertising$2,479--$2,479
Total Functional Expenses$1,043,238$382,715$164,028$1,589,981

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,730,460
Total Expenses per Form 990$1,589,981
Expenses per Audited Statements$1,545,649
Expenses Not Reported on Form 990$184,811
Expenses Not Reported on Financial Statements$44,332
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,774
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$135,850-$19,368-
Total Events$135,850-$52,774$-52,774
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$43,960
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“A member of the board of trustees is a first cousin to a member of the staff management team.”

Form 990, Part VI, Section A, Line 3

“Vmi foundation manages the investment portfolio, and various financial functions, including preparation and management of payroll, accounts payable, and recording donations. Vmi foundation has control of the financial software used by the george c. Marshall research foundation.”

Form 990, Part VI, Section A, Line 8B

“One executive committee meeting held during the year had no minutes because the position of secretary was temporarily vacant.”

Form 990, Part VI, Section B, Line 11

“The 990 will be hand delivered to the board of trustees if it is ready for review in a timely fashion prior to a board meeting; otherwise it will be emailed to the board members. All board members will be encouraged to ask questions regarding the tax return.”

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

“New board nominees are vetted for potential conflicts of interest. Board members are asked to notify the president or chairman of the board to report any potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The president's compensation was determined through discussions with recruitment advisors, corporate counsel, and the executive committee.”

Form 990, Part VI, Section C, Line 18

“NOT MADE AVAILABLE”

Form 990, Part VI, Section C, Line 19

“NOT MADE AVAILABLE”

Filing and Contact Details

Filer

Filer Name
George C Marshall Research Foundation
EIN
54-6052427
Phone
5404637103
Address
PO BOX 1600, LEXINGTON, VA 24450

Signing Officer

Name
Rob Havers
Title
President
Phone
5404637103
Signed
2015-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Havers
Formed
1953
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
15
Volunteers
50

Preparer

Firm
Brown Edwards & Company Llp
Address
319 MCCLANAHAN STREET SW, ROANOKE, VA 24014
Preparer
Tony M Harris Jr
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The review process remains the same as in past years.”

Financial Statement Notes

PART III, LINE 1A:

“As with many museums and libraries, the foundation's collection of documents, historical data, personal property, and books are not included in the statements of financial position. The curator of military history at the smithsonian institute appraised the collection at a value of approximately $7 million in 1972.”

PART III, LINE 4:

“The george c. Marshall foundation's museum, library and archives further the exempt purpose of the organization to educate the general public, students, and scholars on the changing role of the united states during the 20th century in military and diplomatic affairs as seen through the life and example of george c. Marshall. The museum, library, and archives fulfill the foundation's mission by collecting, interpreting, exhibiting, educating, and researching the ideals, values and material objects associated with general marshall and his contemporaries. Types of objects include artifacts, documents, and photographs relating to the personal and professional life of general marshall; materials related to the military and diplomatic contemporaries of george c. Marshall as well as the united states armed forces and armed forces of other nations, 1898-1959; military memorabilia 1898-1959; and ephemera relating to the cold war era, 1946-1990. In total the museum houses a collection of more than 2,400 marshall-era items, including the nobel prize for peace. The marshall library and archives house more than two million documents on military and diplomatic history, a growing roster of full-text digital collections on its web site, more than 2,800 maps from wwi and wwii, a world-class collection of propaganda posters, more than 30,000 photographs from the office of war information and the signal corps, and more than 400 motion picture reels from wwii and the post war period.”

PART V, LINE 4:

“The organization's permanent endowment funds are intended to support the ongoing activities of the organization in perpetuity including the library and archives, scholarships, education and program services, awards, and other activities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“C corporation earnings included in consolidated audit 239,832.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Occupancy from outreach 60,000. Fundraising expenses -52,774.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“C corporation expenses included in consolidated audit 132,037. Fundraising expenses 52,774.”

Raw XML AppendixShowing 400 of 714 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt090149
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0135056
IRS990/AccountsReceivableGrp/BOYAmt0133875
IRS990/AccountsReceivableGrp/EOYAmt030754
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE GEORGE C. MARSHALL FOUNDATION IS TO PROMOTE THE VALUES OF SELFLESS SERVICE, DEDICATED EFFORT AND STRENGTH OF CHARACTER EXEMPLIFIED BY MARSHALL'S LIFE AND LEADERSHIP IN WAR AND PEACE AND TO INSPIRE NEW GENERATIONS TO FOLLOW HIS EXAMPLE AS THEY FACE THE CHALLENGES OF THE FUTURE.
IRS990/AdvertisingGrp/ProgramServicesAmt02479
IRS990/AdvertisingGrp/TotalAmt02479
IRS990/AllOtherContributionsAmt0451822
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY GARVIN
IRS990/BooksInCareOfDetail/PhoneNum05404637103
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 VMI PARADE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0286182
IRS990/CashNonInterestBearingGrp/EOYAmt0-1
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt015866
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt085667
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04231
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105764
IRS990/CompDisqualPersonsGrp/FundraisingAmt091117
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0154832
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt0569174
IRS990/CompDisqualPersonsGrp/TotalAmt0815123
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt08545
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011768
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt035340
IRS990/ConferencesMeetingsGrp/TotalAmt055653
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0135850
IRS990/CostOfGoodsSoldAmt024255
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0641272
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0636029
IRS990/CYOtherExpensesAmt0669094
IRS990/CYOtherRevenueAmt0-17847
IRS990/CYProgramServiceRevenueAmt0114062
IRS990/CYRevenuesLessExpensesAmt0-216465
IRS990/CYSalariesCompEmpBnftPaidAmt0920887
IRS990/CYTotalExpensesAmt01589981
IRS990/CYTotalFundraisingExpenseAmt0164028
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01373516
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0RESEARCH AND SCHOLARSHIP - THE ORGANIZATION'S PRINCIPAL PUBLICATION PROJECT, THE PAPERS OF GEORGE CATELETT MARSHALL, NOW IN THE SEVENTH AND FINAL VOLUME, PROVIDES A SCHOLARLY RESOURCE FOR HISTORIANS, STUDENTS AND OTHERS WHO STUDY THE LIFE AND CAREER OF MARSHALL AND THE FIRST HALF OF THE 20TH CENTURY. THE ORGANIZATION PROVIDES PERSONNEL AND OCCUPANCY SUPPORT FOR THE PUBLICATION OF THE JOURNAL OF MILITARY HISTORY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0337220
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02672
IRS990/FeesForServicesLegalGrp/TotalAmt02672
IRS990/FeesForServicesOtherGrp/FundraisingAmt013042
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031601
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0107995
IRS990/FeesForServicesOtherGrp/TotalAmt0152638
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt044332
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044332
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt128.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTINE K CARRICO
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD A CODY
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES W DYKE
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE W FORESMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS H HENRIKSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN M KEANE
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS R MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm7L F PAYNE JR
IRS990/Form990PartVIISectionAGrp/PersonNm8J H BINFORD PEAY III
IRS990/Form990PartVIISectionAGrp/PersonNm9THOMAS R PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm10KURT A POLK
IRS990/Form990PartVIISectionAGrp/PersonNm11OLIN L WETHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN B ADAMS JR
IRS990/Form990PartVIISectionAGrp/PersonNm13SHAWN BOYER
IRS990/Form990PartVIISectionAGrp/PersonNm14CHARLES W PAYNE JR
IRS990/Form990PartVIISectionAGrp/PersonNm15J STEWART BRYAN
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES J WINN JR
IRS990/Form990PartVIISectionAGrp/PersonNm17CLIFFORD MILLER YONCE
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm19J BAKER GENTRY
IRS990/Form990PartVIISectionAGrp/PersonNm20ROB HAVERS PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20105764
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0135850
IRS990/FundraisingDirectExpensesAmt052774
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0502
IRS990/GainOrLossGrp/SecuritiesAmt0602988
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt053600
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0502
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0602988
IRS990/GrossReceiptsAmt01450545
IRS990/GrossSalesOfInventoryAmt052761
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010158
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010158
IRS990/InvestmentIncomeGrp/ExclusionAmt032539
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032539
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06560843
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06064409
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02075378
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01130488
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01071513
IRS990/LandBldgEquipCostOrOtherBssAmt03146891
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOUNDED IN 1953 THE INDEPENDENT MARSHALL FOUNDATION KEEPS ALIVE THE VALUES THAT SHAPED AND MOTIVATED GEORGE C. MARSHALL. THE FOUNDATION PERPETUATES MARSHALL'S LEGACY, HIS LEADERSHIP QUALITIES AND EXEMPLARY CHARACTER THROUGH SCHOLARSHIP, LEADERSHIP AND INTERNATIONAL PROGRAMS, AND A MUSEUM AND LIBRARY THAT OFFER A WIDE RANGE OF RESOURCES FOR USE BY THE GENERAL PUBLIC, SCHOLARS AND STUDENTS OF ALL AGES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08245277
IRS990/NetAssetsOrFundBalancesEOYAmt07764681
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0603490
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0603490
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-52774
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-52774
IRS990/NetIncomeOrLossGrp/ExclusionAmt028506
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt028506
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-264131
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt022991
IRS990/OccupancyGrp/ManagementAndGeneralAmt036822
IRS990/OccupancyGrp/ProgramServicesAmt0255859
IRS990/OccupancyGrp/TotalAmt0315672
IRS990/OfficeExpensesGrp/FundraisingAmt09812
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06209
IRS990/OfficeExpensesGrp/ProgramServicesAmt034547
IRS990/OfficeExpensesGrp/TotalAmt050568
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt050666
IRS990/OtherLiabilitiesGrp/EOYAmt043960
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN VALUE OF SPL
IRS990/OtherRevenueMiscGrp/ExclusionAmt014398
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-7977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014398
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-7977
IRS990/OtherRevenueTotalAmt06421
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04503357
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01033173
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0249221
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0315580
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012454
IRS990/PrincipalOfficerNm0ROB HAVERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORT FOR LEADERSHIP
IRS990/ProgramServiceRevenueGrp/Desc1LEADERSHIP AND EDUCATI
IRS990/ProgramServiceRevenueGrp/Desc2MUSEUM ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc3LIBRARY & ARCHIVE SERV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213336
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35694
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35694
IRS990/ProgSrvcAccomActy2Grp/Desc0LIBRARY AND ARCHIVES - THE ORGANIZATION MAINTAINS AN INTERNATIONALLY RECOGNIZED RESEARCH LIBRARY AND ARCHIVES FOR STUDENTS, SCHOLARS, AND INTERESTED INDIVIDUALS THAT HOUSES MORE THAN TWO MILLION DOCUMENTS ON MILITARY AND DIPLOMATIC HISTORY INCLUDING MAPS, POSTERS, PHOTOGRAPHS, MICROFILM, VIDEOS, AND FILMS FROM WWII AND THE POSTWAR PERIOD. LIBRARY MATERIALS ARE BEING DIGITIZED AND POSTED TO THE FOUNDATION WEBSITE TO MAKE THEM GLOBALLY AVAILABLE. IN 2013 THE WEBSITE WAS ACCESSED BY INDIVIDUALS FROM 136 COUNTRIES. THE ORGANIZATION BEGAN A COMPLETE RESTRUCTURING OF ITS WEBSITE IN 2013 TO IMPROVE SEARCHABILITY AND ACCOMMODATE INCREASING DIGITIZED MATERIAL AND THE GROWING NUMBER OF VISITORS TO THE SITE THAT HAS MORE THAN DOUBLED IN THE PAST FOUR YEARS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0274003
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05694
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP AND EDUCATION - THE ORGANIZATION CONDUCTS LEADERSHIP DEVELOPMENT PROGRAMS FOR TOP LEVEL GOVERNMENT OFFICIALS AND CORPORATE EXECUTIVES. LECTURES ON TOPICS OF HISTORICAL AND INTERNATIONAL INTEREST ARE HELD EACH YEAR AT THE FOUNDATION AND IN OTHER LOCATIONS. AWARDS IN HONOR OF GEORGE C. MARSHALL ARE GIVEN TO SELECTED HIGH SCHOOL AND UNIVERSITY STUDENTS AT VARIOUS EDUCATION INSTITUTIONS IN THE US. IN PARTNERSHIP WITH THE STIMSON CENTER IN WASHINGTON, DC, THE ORGANIZATION PARTICIPATES IN AN INTERNATIONAL INITIATIVE--PATHWAYS TO PROGRESS-- FOCUSED ON THE ECONOMIC FOUNDATIONS OF POLITICAL AND SECURITY STABILITY IN THE MIDDLE EAST FOLLOWING THE ARAB SPRING. THE PROJECT CULTIVATES NEW THINKING AND ADVANCES CREATIVE SOLUTIONS WHICH ARE SHARED WITH DECISION-MAKERS IN THE REGION AND IN WASHINGTON. A CONFERENCE FOCUSING ON REGIONAL ECONOMIC INTEGRATION WAS HELD IN TUNIS IN 2013.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0252960
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt095032
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MUSEUM - THE ORGANIZATION OPERATES THE GEORGE C. MARSHALL MUSEUM WHICH IS OPEN TO THE PUBLIC 5 DAYS A WEEK. VISITORS INCLUDE SCHOOL GROUPS, VETERANS, ACTIVE DUTY PERSONNEL, NATIONAL AND INTERNATIONAL INDIVIDUALS INTERESTED IN WORLD WAR II AND THE MARSHALL PLAN, AND THE GENERAL PUBLIC. THE MUSEUM CARES FOR AND MAINTAINS A VALUABLE COLLECTION OF ARTIFACTS FROM GEORGE C. MARSHALL AND RELATED COLLECTIONS FROM WORLD WARS I AND II.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1THE STRATEGIST - THE SEMI-ANNUAL NEWSLETTER PUBLISHED BY THE ORGANIZATION, INCLUDES ARTICLES ON PROGRAMS, EVENTS, AND NEWS OF THE FOUNDATION.GEORGE C. MARSHALL OUTREACH, INC. (OUTREACH) IS A WHOLLY-OWNED FOR-PROFIT CORPORATE SUBSIDIARY OF THE GEORGS C. MARSHALL RESEARCH FOUNDATION CREATED IN 2009 TO BID ON AND PERFORM GOVERNMENT CONTRACTS RELATED TO THE CHARITABLE PURPOSES OF THE FOUNDATION. THE MARSHALL ARMY ROTC LEADERSHIP AND NATIONAL SECURITY SEMINAR, THE FOUNDATION'S SINGLE LARGEST PROGRAM, HAS BEEN CONDUCTED BY OUTREACH SINCE 2009. THE SEMINAR, WHICH HAS BEEN A FOUNDATION PROGRAM SINCE 1978, BRINGS TOGETHER THE TOP CADETS FROM 274 COLLEGES AND UNIVERSITIES ACROSS THE UNITED STATES TO PARTICIPATE IN ROUNDTABLE DISCUSSIONS ON MAJOR NATIONAL SECURITY ISSUES WITH LEADERS FROM ACADEMIA, THE MILITARY, AND THE DIPLOMATIC CORPS AND TO BE ADDRESSED BY THE NATION'S LEADING MILITARY AND GOVERNMENT OFFICIALS. IN 2013, REVENUE FROM THIS PROGRAM TOTALED $250,531 AND PROGRAM EXPENSES $233,813. THIS FINACIAL INFORMATION WAS REPORTED ON FORM 1120.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0179055
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt013336
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0528576
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07133
IRS990/PYInvestmentIncomeAmt0311828
IRS990/PYOtherExpensesAmt0621592
IRS990/PYOtherRevenueAmt036524
IRS990/PYProgramServiceRevenueAmt0158466
IRS990/PYRevenuesLessExpensesAmt0-523287
IRS990/PYSalariesCompEmpBnftPaidAmt0929956
IRS990/PYTotalExpensesAmt01558681
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01035394
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-216465
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0438830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0641272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0509281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0694127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01335990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01340064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04520734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032539

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,943,697
Liabilities
$179,016
Net assets
$7,764,681
Revenue
$1,373,516
Expenses
$1,589,981
Net income
-$216,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.26$10.8$1.65$1.45$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.05$10.4$1.45$1.29$0.16
2022Detailed filing. Detailed filing data is available for this year.$9.60$0.06$9.55$2.23$1.27$0.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.92$0.07$9.84$1.80$1.09$0.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.29$8.33$0.90$1.12$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.22$0.08$8.14$1.76$1.35$0.41
2018Detailed filing. Detailed filing data is available for this year.$7.39$0.05$7.34$1.02$1.26$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.06$7.99$1.66$1.42$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.08$7.21$0.99$1.04$0.06
2015Summary only. Only limited summary data is available for this year.$7.12$0.07$7.05$0.89$1.28$0.39
2014Detailed filing. Detailed filing data is available for this year.$7.94$0.18$7.76$1.37$1.59$0.22
2013Detailed filing. Detailed filing data is available for this year.$8.39$0.14$8.25$1.04$1.56$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.16$8.22$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.65$0.26$8.39$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.31$9.14$1.77