Totals
- Total revenue
- $4,784,583
- Total expenses
- $4,516,299
- Contributions and grants received
- $2,936,181
- Grants paid
- $0
- Program service revenue
- $1,655,508
- Investment income
- $7
- Other revenue
- $192,887
- Total assets, end of year
- $1,245,209
- Total liabilities, end of year
- $612,941
- Net assets or fund balances, end of year
- $632,268
- Program services expenses (Part IX)
- $3,227,282
- Management and general expenses
- $607,794
- Fundraising expenses
- $681,223
- Program service expenses (Part III)
- $3,227,282
Program services were 71.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,936,181
-
2a · Program service revenue: REGISTRATION FEES
total $1,555,147 · related or exempt $1,555,147
-
2b · Program service revenue: PROGRAM REVENUE
total $100,361 · related or exempt $100,361
-
3 · Investment income
total $7 · excluded $7
-
8a · Fundraising events: gross income
$152,352
-
8b · Fundraising events: direct expenses
$121,970
-
8c · Net income from fundraising events
total $30,382 · excluded $30,382
-
11a · Other revenue: EMPLOYEE RETENTION CREDITS
total $97,399 · excluded $97,399
-
11b · Other revenue: OTHER INCOME
total $35,106 · related or exempt $35,106
-
11c · Other revenue: INSURANCE PROCEEDS
total $30,000 · excluded $30,000
-
11e · Other revenue, total
$162,505
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $221,527 · program services $128,436 · management and general $46,035 · fundraising $47,056
-
7 · Other salaries and wages
total $1,059,603 · program services $614,331 · management and general $220,195 · fundraising $225,077
-
8 · Pension plan contributions
total $13,800 · program services $8,001 · management and general $2,868 · fundraising $2,931
-
9 · Other employee benefits
total $290,325 · program services $104,523 · management and general $145,623 · fundraising $40,179
-
10 · Payroll taxes
total $105,982 · program services $61,446 · management and general $22,024 · fundraising $22,512
-
11b · Fees: legal
total $30,908 · program services $11,046 · management and general $11,540 · fundraising $8,322
-
11c · Fees: accounting
total $71,137 · program services $25,423 · management and general $26,561 · fundraising $19,153
-
11g · Fees: other
total $264,356 · program services $89,616 · management and general $93,149 · fundraising $81,591
-
13 · Office expenses
total $30,825 · program services $21,268 · management and general $3,058 · fundraising $6,499
-
14 · Information technology
total $257,812 · program services $219,140 · management and general $12,891 · fundraising $25,781
-
16 · Occupancy
total $296,980 · program services $290,449 · management and general $5,194 · fundraising $1,337
-
22 · Depreciation, depletion and amortization
total $49,419 · program services $43,485 · management and general $3,836 · fundraising $2,098
-
24a · Other expenses: DIRECT PROGRAM COST
total $1,478,636 · program services $1,425,060 · management and general $5,422 · fundraising $48,154
-
24b · Other expenses: COMMUNICATIONS
total $209,440 · program services $56,800 · management and general $4,684 · fundraising $147,956
-
24c · Other expenses: HOUSEKEEPING
total $71,517 · program services $71,517
-
24d · Other expenses: ALL OTHER EXPENSES
total $60,733 · program services $53,442 · management and general $4,714 · fundraising $2,577
-
24e · All other expenses
total $3,299 · program services $3,299
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $161,954 · end of year $247,627
-
2 · Savings and temporary cash investments
beginning of year $106,028 · end of year $12,378
-
4 · Accounts receivable
beginning of year $344,632 · end of year $655,560
-
9 · Prepaid expenses and deferred charges
end of year $61,549
-
10a · Land, buildings and equipment: cost or other basis
$1,129,463
-
10b · Land, buildings and equipment: accumulated depreciation
$861,368
-
10c · Land, buildings and equipment, net
beginning of year $303,981 · end of year $268,095
-
17 · Accounts payable and accrued expenses
beginning of year $474,576 · end of year $313,743
-
19 · Deferred revenue
beginning of year $78,035 · end of year $299,198
-
27 · Net assets without donor restrictions
beginning of year $211,484 · end of year -$60,782
-
28 · Net assets with donor restrictions
beginning of year $152,500 · end of year $693,050
Mission and programs · 2023
Mission
SEE SCHEDULE O
Activities or mission (Part I)
DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY.
-
THE RETREAT CENTER AT GARRISON INSTITUTE HOSTED OVER 40 RETREATS AND EVENTS WITH MANY SPIRITUAL MASTER TEACHERS FROM THE WISDOM TRADITIONS, WHOSE WORK IS FOCUSED ON EXPLORING THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. THE INSTITUTE HOSTED SEVERAL THOUSAND ATTENDEES FOR YEAR-ROUND PROGRAMMING. WE WELCOMED PEOPLE FROM ALL OVER THE US AND INTERNATIONALLY.
Expenses $2,146,987 · Revenue $1,555,282
-
THE CONTEMPLATIVE BASED RESILIENCE PROGRAM (CBR) OFFERS RESILENCE TRAINING IN MIND-BODY CONTEMPLATIVE PRACTICES TO SUPPORT THE WELL-BEING OF HELPING PROFESSIONALS SUCH AS HEALTH CARE WORKERS, SOCIAL WORKERS, HUMANITARIAN STAFF, AND OTHERS. ONE OF THE FIRST PROGRAMS OF ITS KIND, CBR OFFERS EVIDENCE-BASED TOOLS TO DEEPEN SELF-AWARENESS AND SELF-CARE, SO ATTENDEES CAN "BE WELL TO SERVE WELL." CBR WORKED HARDER THAN EVER IN 2023 TO BRING MINDFUL TOOLS FOR INNER RESILIENCE AND COMPASSIONATE ACTION TO OVER 500 LEADERS, ORGANIZATIONS, AND COMMUNITY MEMBERS WHO NEED IT THE MOST.
Expenses $287,332 · Revenue $22,221
-
THE GARRISON INSTITUTE FELLOWSHIP PROGRAM IS SET TO COMPLETE ITS SECOND FULL TWO-YEAR COHORT IN THE FALL OF 2024. THIS COHORT OF 14 FELLOWS INCLUDED ACTIVISTS, ANTHROPOLOGISTS, CONTEMPLATIVE EDUCATORS, ARTISTS, JOURNALISTS, HEALTHCARE CONSULTANTS, PSYCHOTHERAPISTS, AND SOCIAL WORKERS. THEY REPRESENT THE NEXT GENERATION OF CONTEMPLATIVE TEACHERS REPRESENTING A DIVERSE LEADERSHIP IN THE MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE. THE FELLOWSHIP OFFERED A SERIES OF ONLINE VIRTUAL FORUMS AND RETREATS CREATING A NEW REVENUE STREAM FOR THE FELLOWS WHILE EXPANDING THEIR TEACHER ABILITIES AND OFFERINGS IN THE FIELD.
Expenses $282,396 · Revenue $3,062
-
THE PATHWAYS TO PLANETARY HEALTH INITIATIVE RECOGNIZES THAT THE WELLBEING OF PEOPLE AND EARTH ARE DEEPLY INTERCONNECTED. ITS WORK BUILDS UNDERSTANDING OF PLANETARY HEALTH THROUGH SCIENTIFIC INQUIRY AND CONTEMPLATIVE PRACTICE ACROSS TRADITIONS, THROUGH CONVENING LEADERS, CONDUCTING APPLIED RESEARCH AND STRATEGICALLY ENGAGING WITH DECISIONMAKERS, DEVELOPING LEADERSHIP PROGRAMS, AND WEAVING CONTEMPLATIVE PRACTICE THROUGHOUT THE WORK.
Expenses $510,567 · Revenue $110,049
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jonathan Fp RoseJONATHAN FP ROSE
BOARD CHAIR/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Diana Calthorpe RoseDIANA CALTHORPE ROSE
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel SiegelDANIEL SIEGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisette CooperLISETTE COOPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Frederick B Harvey IIIFREDERICK B HARVEY III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sebastian ZugmanSEBASTIAN ZUGMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen Rennie GrossmanKAREN RENNIE GROSSMAN
EXECUTIVE DIRECTOR
- Total calculated
- $221,717
- From this org
- $177,724
- From related orgs
- $0
- Other
- $43,993
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,654
- Bonus
- $0
- Other
- $70
- Deferred
- $0
- Nontaxable benefits
- $43,993
- Filer's total
- $221,717
-
Jeanne EnglertJEANNE ENGLERT
CHIEF OPERATIONS OFFICER
- Total calculated
- $197,315
- From this org
- $136,375
- From related orgs
- $0
- Other
- $60,940
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,375
- Bonus
- $0
- Other
- $0
- Deferred
- $520
- Nontaxable benefits
- $60,420
- Filer's total
- $197,315
-
Stephen PosnerSTEPHEN POSNER
DIRECTOR, PPH PROGRAM
- Total calculated
- $114,075
- From this org
- $114,075
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Christina TinariCHRISTINA TINARI
DIRECTOR, CMB PROGRAM
- Total calculated
- $157,421
- From this org
- $138,918
- From related orgs
- $0
- Other
- $18,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,918
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,503
- Filer's total
- $157,421
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349318744
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