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← INSTITUTE FOR CITIZENS AND SCHOLARS

Form 990 for tax year 2022

Filed by INSTITUTE FOR CITIZENS AND SCHOLARS.

Totals

Total revenue
$6,811,596
Total expenses
$11,141,523
Contributions and grants received
$6,758,896
Grants paid
$2,463,890
Program service revenue
$925,656
Investment income
-$872,956
Other revenue
$0
Total assets, end of year
$14,617,998
Total liabilities, end of year
$3,263,028
Net assets or fund balances, end of year
$11,354,970
Program services expenses (Part IX)
$6,937,968
Management and general expenses
$3,010,015
Fundraising expenses
$1,193,540
Program service expenses (Part III)
$6,937,968

Program services were 62.3% 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.

  • 1a · Federated campaigns

    $3,548

  • 1f · All other contributions, gifts and grants

    $6,755,348

  • 2a · Program service revenue: SERVICE FEES

    total $925,656 · related or exempt $925,656

  • 3 · Investment income

    total $228,000 · excluded $228,000

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,636,187

  • 7b · Less cost or other basis and sales expenses

    securities $2,637,143 · other assets $1,100,000

  • 7c · Gain or loss

    securities -$956 · other assets -$1,100,000

  • 7d · Net gain or loss

    total -$1,100,956 · excluded -$1,100,956

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $572,113 · program services $572,113

  • 2 · Grants to domestic individuals

    total $1,891,777 · program services $1,891,777

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,277,770 · program services $1,368,961 · management and general $244,658 · fundraising $664,151

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,000,529 · program services $1,294,022 · management and general $538,716 · fundraising $167,791

  • 8 · Pension plan contributions

    total $233,274 · program services $153,961 · management and general $53,653 · fundraising $25,660

  • 9 · Other employee benefits

    total $66,145 · program services $43,656 · management and general $15,213 · fundraising $7,276

  • 10 · Payroll taxes

    total $257,874 · program services $159,882 · management and general $48,996 · fundraising $48,996

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $18,178 · management and general $18,178

  • 11c · Fees: accounting

    total $49,059 · management and general $49,059

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $43,055 · management and general $43,055

  • 11g · Fees: other

    total $1,309,235 · program services $898,621 · management and general $236,484 · fundraising $174,130

  • 12 · Advertising and promotion

    total $35,135 · program services $23,189 · management and general $6,676 · fundraising $5,270

  • 13 · Office expenses

    total $288,726 · program services $18,612 · management and general $234,627 · fundraising $35,487

  • 14 · Information technology

    total $65,907 · program services $945 · management and general $63,146 · fundraising $1,816

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $286,399 · program services $4,108 · management and general $274,400 · fundraising $7,891

  • 17 · Travel

    total $580,985 · program services $422,693 · management and general $111,624 · fundraising $46,668

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $109,007 · program services $85,025 · management and general $16,352 · fundraising $7,630

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $28,250 · management and general $28,250

  • 23 · Insurance

    total $28,105 · program services $403 · management and general $26,928 · fundraising $774

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $1,000,000 · management and general $1,000,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,197,205 · end of year $1,926,069

  • 2 · Savings and temporary cash investments

    beginning of year $1,256,760 · end of year $1,775,438

  • 3 · Pledges and grants receivable

    beginning of year $5,099,992 · end of year $2,599,350

  • 4 · Accounts receivable

    beginning of year $179,034 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,359 · end of year $20,038

  • 10a · Land, buildings and equipment: cost or other basis

    $201,820

  • 10b · Land, buildings and equipment: accumulated depreciation

    $50,570

  • 10c · Land, buildings and equipment, net

    beginning of year $179,500 · end of year $151,250

  • 11 · Investments: publicly traded securities

    beginning of year $8,303,693 · end of year $6,304,138

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $68,163 · end of year $1,841,715

  • 17 · Accounts payable and accrued expenses

    beginning of year $594,555 · end of year $609,583

  • 18 · Grants payable

    beginning of year $1,295,700 · end of year $867,800

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,785,645

  • 27 · Net assets without donor restrictions

    beginning of year $2,648,892 · end of year $1,313,275

  • 28 · Net assets with donor restrictions

    beginning of year $12,778,559 · end of year $10,041,695

Mission and programs · 2022

Mission

PREPARES LEADERS AND ENGAGES NETWORKS OF PEOPLE AND ORGANIZATIONS TO MEET URGENT EDUCATION CHALLENGES. THE OVERARCHING GOAL IS TO SHAPE AN INFORMED, PRODUCTIVELY ENGAGED, AND HOPEFUL CITIZENRY.

Activities or mission (Part I)

DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION

  • HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS.

    Expenses $2,277,274 · Grants $1,435,112

  • TEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS.

    Expenses $2,524,947 · Grants $585,784

  • CIVIC LEARNING INITIATIVES AIM TO PRIORITIZE DEVELOPING PRODUCTIVE, ENGAGED CITIZENS AS A CORE SOCIETAL RESPONSIBILITY THAT HAS BEEN MINIMIZED FOR TOO LONG, AND FOR WHICH WE ARE PAYING THE COST IN OUR RUPTURING CIVIL SOCIETY. C&S SEEKS TO ENSURE THAT CITIZENS WITH A FOCUS ON 16-24 YEAR-OLDS ARE CIVICALLY WELL-INFORMED, PRODUCTIVELY ENGAGED FOR THE COMMON GOOD, AND HOPEFUL ABOUT THE FUTURE OF DEMOCRACY IN AMERICA. OUR VISION IS THAT WITHIN 15 YEARS, A CRITICAL MAJORITY OF CITIZENS IN OUR COUNTRY REALIZE THIS GOAL AND THAT OUR DEMOCRACY REMAINS STRONG. OUR VISION IS THAT WITHIN 15 YEARS, A CRITICAL MAJORITY OF CITIZENS IN OUR COUNTRY REALIZE THIS GOAL AND THAT OUR DEMOCRACY REMAINS STRONG.

    Expenses $2,135,747 · Grants $315,477

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rajiv Vinnakota

    PRESIDENT

    Total calculated
    $538,350
    From this org
    $467,639
    From related orgs
    $0
    Other
    $70,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $467,639
    Bonus
    not reported
    Other
    not reported
    Deferred
    $45,481
    Nontaxable benefits
    $25,230
    Filer's total
    $538,350

  • Beverly Sanford

    SECRETARY/VICE PRESIDENT

    Total calculated
    $318,738
    From this org
    $278,160
    From related orgs
    $0
    Other
    $40,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,160
    Bonus
    not reported
    Other
    not reported
    Deferred
    $28,225
    Nontaxable benefits
    $12,353
    Filer's total
    $318,738

  • Susanna Crafton

    MANAGING DIRECTOR, DEVELOPMENT

    Total calculated
    $277,982
    From this org
    $220,371
    From related orgs
    $0
    Other
    $57,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,371
    Bonus
    not reported
    Other
    not reported
    Deferred
    $23,389
    Nontaxable benefits
    $34,222
    Filer's total
    $277,982

  • Bernard Laryea

    CHIEF NEW VENTURES AND TECHNOL

    Total calculated
    $255,063
    From this org
    $231,150
    From related orgs
    $0
    Other
    $23,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,150
    Bonus
    not reported
    Other
    not reported
    Deferred
    $23,072
    Nontaxable benefits
    $841
    Filer's total
    $255,063

  • Audra Watson

    Director of Teaching Fellowsh

    Total calculated
    $232,263
    From this org
    $199,735
    From related orgs
    $0
    Other
    $32,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,735
    Bonus
    not reported
    Other
    not reported
    Deferred
    $20,545
    Nontaxable benefits
    $11,983
    Filer's total
    $232,263

  • James Geneske

    Chief Communications and Enga

    Total calculated
    $212,887
    From this org
    $175,640
    From related orgs
    $0
    Other
    $37,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,640
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,130
    Nontaxable benefits
    $19,117
    Filer's total
    $212,887

  • Ram Capoor

    CHIEF FINANCIAL OFFICER

    Total calculated
    $191,124
    From this org
    $172,640
    From related orgs
    $0
    Other
    $18,484
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $172,640
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,858
    Nontaxable benefits
    $1,626
    Filer's total
    $191,124

  • Jamie Berg Wright

    BUDGET OFFICER

    Total calculated
    $153,518
    From this org
    $132,042
    From related orgs
    $0
    Other
    $21,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,042
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,717
    Nontaxable benefits
    $8,759
    Filer's total
    $153,518

  • Jane Foran

    OPERATIONS MANAGER

    Total calculated
    $138,096
    From this org
    $124,074
    From related orgs
    $0
    Other
    $14,022
    Hours/week
    40

  • Steven Haddad

    CHEIF DEVELOPMENT OFFICER

    Total calculated
    $128,785
    From this org
    $112,401
    From related orgs
    $0
    Other
    $16,384
    Hours/week
    40

  • Indira Lar-Moore

    CHIEF OF STAFF

    Total calculated
    $119,739
    From this org
    $107,500
    From related orgs
    $0
    Other
    $12,239
    Hours/week
    40

  • Jane Phillips Donaldson

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rhian Evans Allvin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey A Goldstein

    VICE CHAIR (AS OF 2/8/23)

    Total calculated
    $0
    Hours/week
    1

  • Robert F Johnston

    VICE CHAIR (THRU 2/8/23)

    Total calculated
    $0
    Hours/week
    1

  • John Katzman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William W Keating

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Holly Kuzmich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Glen Lewy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lauren Maddox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stefanie Sanford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David N Shane

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kim Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jay P Urwitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Walsh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kent McGuire

    TRUSTEE AS OF 10/12/22

    Total calculated
    $0
    Hours/week
    1

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202343179349301864

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