Totals
- Total revenue
- $40,764,912
- Total expenses
- $33,090,924
- Contributions and grants received
- $31,203,231
- Grants paid
- $1,480,462
- Program service revenue
- $2,880,850
- Investment income
- $5,657,821
- Other revenue
- $1,023,010
- Total assets, end of year
- $584,997,476
- Total liabilities, end of year
- $3,042,936
- Net assets or fund balances, end of year
- $581,954,540
- Program services expenses (Part IX)
- $22,494,062
- Management and general expenses
- $4,455,198
- Fundraising expenses
- $6,141,664
- Program service expenses (Part III)
- $22,494,062
Program services were 68.0% 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.
-
1b · Membership dues
$82,830
-
1f · All other contributions, gifts and grants
$31,120,401
-
1g · Noncash contributions included above
$637,708
-
2a · Program service revenue: MUSEUM TICKET SALES
total $1,436,307 · related or exempt $1,436,307
-
2b · Program service revenue: ECONOMIC GROWTH INITIATIVE
total $1,327,573 · related or exempt $1,327,573
-
2c · Program service revenue: OVAL OFFICE PHOTO COMMISSION
total $60,477 · related or exempt $60,477
-
2d · Program service revenue: PUBLIC PROGRAMMING
total $56,493 · related or exempt $56,493
-
3 · Investment income
total $4,940,659 · unrelated business $824,061 · excluded $4,116,598
-
6a · Gross rents
real property $733,140
-
6b · Less rental expenses
real property $179,161
-
6c · Rental income or loss
real property $553,979
-
6d · Net rental income or loss
total $553,979 · unrelated business $51,748 · excluded $502,231
-
7a · Gross sales of assets other than inventory
securities $15,324,971
-
7b · Less cost or other basis and sales expenses
securities $14,607,809
-
7c · Gain or loss
securities $717,162
-
7d · Net gain or loss
total $717,162 · excluded $717,162
-
11a · Other revenue: PARKING
total $241,412 · unrelated business $3,883 · excluded $237,529
-
11b · Other revenue: RESTAURANT & CATERING
total $134,430 · unrelated business $134,430
-
11c · Other revenue: GIFT SHOP COMMISSIONS
total $31,124 · excluded $31,124
-
11d · All other revenue
total $62,065 · excluded $62,065
-
11e · Other revenue, total
$469,031
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,480,462 · program services $1,480,462
-
5 · Compensation of officers, directors and key employees
total $2,678,695 · program services $1,439,884 · management and general $802,967 · fundraising $435,844
-
6 · Compensation of disqualified persons
total $164,242 · program services $164,242
-
7 · Other salaries and wages
total $8,500,549 · program services $5,199,285 · management and general $1,191,239 · fundraising $2,110,025
-
8 · Pension plan contributions
total $392,920 · program services $230,547 · management and general $60,208 · fundraising $102,165
-
9 · Other employee benefits
total $1,847,165 · program services $1,124,309 · management and general $329,097 · fundraising $393,759
-
10 · Payroll taxes
total $743,551 · program services $444,280 · management and general $124,397 · fundraising $174,874
-
11b · Fees: legal
total $16,877 · program services $6,996 · management and general $9,881
-
11c · Fees: accounting
total $101,729 · management and general $101,729
-
11e · Fees: professional fundraising services
total $86,932 · fundraising $86,932
-
11f · Fees: investment management
total $167,177 · program services $2,771 · management and general $164,406
-
11g · Fees: other
total $3,156,282 · program services $2,950,866 · management and general $55,103 · fundraising $150,313
-
12 · Advertising and promotion
total $421,904 · program services $421,781 · management and general $53 · fundraising $70
-
13 · Office expenses
total $940,919 · program services $310,145 · management and general $64,839 · fundraising $565,935
-
14 · Information technology
total $877,145 · program services $586,286 · management and general $122,806 · fundraising $168,053
-
16 · Occupancy
total $1,711,641 · program services $1,133,908 · management and general $254,469 · fundraising $323,264
-
17 · Travel
total $1,289,471 · program services $1,241,087 · management and general $24,136 · fundraising $24,248
-
19 · Conferences, conventions and meetings
total $3,030,471 · program services $1,974,752 · management and general $172,582 · fundraising $883,137
-
22 · Depreciation, depletion and amortization
total $4,489,101 · program services $3,101,022 · management and general $728,436 · fundraising $659,643
-
23 · Insurance
total $57,627 · program services $37,721 · management and general $8,221 · fundraising $11,685
-
24a · Other expenses: BAD DEBT EXPENSE
total $796,185 · program services $564,256 · management and general $231,929
-
24b · Other expenses: MISCELLANEOUS
total $138,519 · program services $79,462 · management and general $7,340 · fundraising $51,717
-
24c · Other expenses: UNRELATED BUS INC TAX
total $1,360 · management and general $1,360
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $15,752,391 · end of year $11,949,358
-
2 · Savings and temporary cash investments
beginning of year $6,643,570 · end of year $8,988,937
-
3 · Pledges and grants receivable
beginning of year $48,438,489 · end of year $40,356,198
-
4 · Accounts receivable
beginning of year $149,662 · end of year $206,320
-
9 · Prepaid expenses and deferred charges
beginning of year $838,358 · end of year $956,873
-
10a · Land, buildings and equipment: cost or other basis
$244,399,454
-
10b · Land, buildings and equipment: accumulated depreciation
$99,048,486
-
10c · Land, buildings and equipment, net
beginning of year $147,208,422 · end of year $145,350,968
-
11 · Investments: publicly traded securities
beginning of year $305,289,293 · end of year $270,962,032
-
12 · Investments: other securities
beginning of year $72,050,567 · end of year $73,188,694
-
15 · Other assets
beginning of year $32,475,667 · end of year $33,038,096
-
17 · Accounts payable and accrued expenses
beginning of year $1,793,580 · end of year $2,467,805
-
19 · Deferred revenue
beginning of year $339,360 · end of year $301,432
-
25 · Other liabilities
beginning of year $0 · end of year $273,699
-
27 · Net assets without donor restrictions
beginning of year $380,404,661 · end of year $358,841,930
-
28 · Net assets with donor restrictions
beginning of year $246,308,818 · end of year $223,112,610
Mission and programs · 2022
Mission
SEE SCHEDULE O FOR MISSION STATEMENT.
-
THE GEORGE W. BUSH INSTITUTE IS A SOLUTION-ORIENTED NONPARTISAN POLICY ORGANIZATION FOCUSED ON ENSURING OPPORTUNITY FOR ALL, STRENGTHENING DEMOCRACY, AND ADVANCING FREE SOCIETIES. HOUSED WITHIN THE GEORGE W. BUSH PRESIDENTIAL CENTER, THE BUSH INSTITUTE IS ROOTED IN COMPASSIONATE CONSERVATIVE VALUES AND COMMITTED TO CREATING POSITIVE, MEANINGFUL, AND LASTING CHANGE AT HOME AND ABROAD. WE UTILIZE OUR UNIQUE PLATFORM AND CONVENING POWER TO ADVANCE SOLUTIONS TO NATIONAL AND GLOBAL ISSUES OF THE DAY.
Expenses $16,824,950 · Grants $1,480,462
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $5,669,112 · Revenue $2,880,850
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Antonio GarzaANTONIO GARZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Caren H ProthroCAREN H PROTHRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
David B MillerDAVID B MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Dina Powell McCormickDINA POWELL MCCORMICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Donald L EvansDONALD L EVANS
CHAIRMAN/DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Dylan GlennDYLAN GLENN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Harlan CrowHARLAN CROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Henry HagerHENRY HAGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jeanne L PhillipsJEANNE L PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jeremy L KatzJEREMY L KATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Joel KaplanJOEL KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
John W JohnsonJOHN W JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jon HammesJON HAMMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kelly ComptonKELLY COMPTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kenneth A HershKENNETH A HERSH
PRESIDENT & CEO/DIRECTOR
- Total calculated
- $598,959
- From this org
- $579,582
- From related orgs
- $0
- Other
- $19,377
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $579,582
- Bonus
- $0
- Other
- $0
- Deferred
- $18,300
- Nontaxable benefits
- $1,077
- Filer's total
- $598,959
-
Larry D ThompsonLARRY D THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Laura W BushLAURA W BUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mark LangdaleMARK LANGDALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Michael E MeeceMICHAEL E MEECE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Pamela PatsleyPAMELA PATSLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Peter PacePETER PACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
R Gerald TurnerR GERALD TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Reginald J BrownREGINALD J BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Theodore W UllyotTHEODORE W ULLYOT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
William M HickeyWILLIAM M HICKEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Brian S CossiboomBRIAN S COSSIBOOM
VP FINANCE & OPERATIONS/TREASURER
- Total calculated
- $352,307
- From this org
- $325,075
- From related orgs
- $0
- Other
- $27,232
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $299,650
- Bonus
- $25,425
- Other
- $0
- Deferred
- $15,750
- Nontaxable benefits
- $11,482
- Filer's total
- $352,307
-
David KramerDAVID KRAMER
SENIOR VICE PRESIDENT/EXEUCTIVE DIRECTOR
- Total calculated
- $270,246
- From this org
- $252,388
- From related orgs
- $0
- Other
- $17,858
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,388
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $17,858
- Filer's total
- $270,246
-
Guy H KerrGUY H KERR
SECRETARY/GENERAL COUNSEL
- Total calculated
- $256,851
- From this org
- $241,151
- From related orgs
- $0
- Other
- $15,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,794
- Bonus
- $21,357
- Other
- $0
- Deferred
- $13,619
- Nontaxable benefits
- $2,081
- Filer's total
- $256,851
-
Holly A Kuzmich Thru Oct 2022HOLLY A KUZMICH THRU OCT 2022
SENIOR VP/EXECUTIVE DIRECTOR
- Total calculated
- $339,286
- From this org
- $312,897
- From related orgs
- $0
- Other
- $26,389
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,095
- Bonus
- $27,802
- Other
- $0
- Deferred
- $17,128
- Nontaxable benefits
- $9,261
- Filer's total
- $339,286
-
Hannah S AbneyHANNAH S ABNEY
CHIEF COMMUNICATIONS COUNS
- Total calculated
- $250,982
- From this org
- $213,925
- From related orgs
- $0
- Other
- $37,057
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,956
- Bonus
- $15,969
- Other
- $0
- Deferred
- $13,294
- Nontaxable benefits
- $23,763
- Filer's total
- $250,982
-
Kristin N KingKRISTIN N KING
COO - GEORGE BUSH INSTITUT
- Total calculated
- $295,686
- From this org
- $273,247
- From related orgs
- $0
- Other
- $22,439
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,400
- Bonus
- $45,847
- Other
- $0
- Deferred
- $10,834
- Nontaxable benefits
- $11,605
- Filer's total
- $295,686
-
Michael T McMahanMICHAEL T MCMAHAN
VP CORPORATE PLANNING & DE
- Total calculated
- $280,852
- From this org
- $238,766
- From related orgs
- $0
- Other
- $42,086
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,802
- Bonus
- $21,964
- Other
- $0
- Deferred
- $14,892
- Nontaxable benefits
- $27,194
- Filer's total
- $280,852
-
Anne E WicksANNE E WICKS
DIRECTOR, EDUCATION & OPPO
- Total calculated
- $258,124
- From this org
- $228,248
- From related orgs
- $0
- Other
- $29,876
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,614
- Bonus
- $16,634
- Other
- $0
- Deferred
- $11,540
- Nontaxable benefits
- $18,336
- Filer's total
- $258,124
-
Evangeline M ChiangEVANGELINE M CHIANG
MANAGING DIR, LEADERSHIP &
- Total calculated
- $299,469
- From this org
- $263,904
- From related orgs
- $0
- Other
- $35,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,057
- Bonus
- $45,847
- Other
- $0
- Deferred
- $8,376
- Nontaxable benefits
- $27,189
- Filer's total
- $299,469
-
Matthew F AmidonMATTHEW F AMIDON
DIR, VETERANS & MILITARY F
- Total calculated
- $223,803
- From this org
- $210,519
- From related orgs
- $0
- Other
- $13,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,361
- Bonus
- $15,158
- Other
- $0
- Deferred
- $10,734
- Nontaxable benefits
- $2,550
- Filer's total
- $223,803
-
Matthew M RooneyMATTHEW M ROONEY
DIR. INST OUTREACH & STRAT
- Total calculated
- $249,844
- From this org
- $226,898
- From related orgs
- $0
- Other
- $22,946
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,545
- Bonus
- $16,353
- Other
- $0
- Deferred
- $11,345
- Nontaxable benefits
- $11,601
- Filer's total
- $249,844
-
Kevin F SullivanKEVIN F SULLIVAN
SENIOR ADVISOR, DEVELOPMENT
- Total calculated
- $209,523
- From this org
- $172,893
- From related orgs
- $0
- Other
- $36,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,951
- Bonus
- $12,942
- Other
- $0
- Deferred
- $9,538
- Nontaxable benefits
- $27,092
- Filer's total
- $209,523
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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 SCHOOL BOARD OF PALM BEACH COUNTY FLORIDA
$55,000
LIBRARY BOOKS
-
DEL VALLE ISD
$40,000
LIBRARY BOOKS
-
ALBUQUERQUE MUNICIPAL SCHOOL DISTRICT NO 12
$30,000
LIBRARY BOOKS
-
UNITED ISD
$25,000
LIBRARY BOOKS
-
$20,000
LIBRARY BOOKS
-
CHARLESTON COUNTY SCHOOL DISTRICT
$20,000
LIBRARY BOOKS
-
BOARD OF EDUCATION CITY SCHOOL CITY OF ROCHESTER
$20,000
LIBRARY BOOKS
-
COLQUITT COUNTY BOARD OF EDUCATION
$15,000
LIBRARY BOOKS
-
CORPUS CHRISTI ISD
$15,000
LIBRARY BOOKS
-
CITY OF NEW YORK
$15,000
LIBRARY BOOKS
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
2943 HOLDINGS LLC
REAL ESTATE HOLDING · TX · income $0 · assets $0
Directly controlled by THE GEORGE W BUSH FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323149349300832
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.