Form 990 for tax year 2022
Filed by RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE.
Totals
- Total revenue
- $37,037,340
- Total expenses
- $36,149,586
- Contributions and grants received
- $23,337,300
- Grants paid
- $421,471
- Program service revenue
- $5,660,065
- Investment income
- $4,962,559
- Other revenue
- $3,077,416
- Total assets, end of year
- $411,922,927
- Total liabilities, end of year
- $26,967,431
- Net assets or fund balances, end of year
- $384,955,496
- Program services expenses (Part IX)
- $27,647,023
- Management and general expenses
- $4,544,327
- Fundraising expenses
- $3,958,236
- Program service expenses (Part III)
- $27,647,023
Program services were 76.5% 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
$23,337,300
-
1g · Noncash contributions included above
$24,243
-
2a · Program service revenue: VISITOR SERVICES
total $4,970,207 · related or exempt $4,970,207
-
2b · Program service revenue: FOUNDATION SPECIAL EVENT FEES
total $689,858 · related or exempt $689,858
-
3 · Investment income
total $3,760,132 · excluded $3,760,132
-
5 · Royalties
total $1,062,769 · excluded $1,062,769
-
6a · Gross rents
real property $1,250,073
-
6b · Less rental expenses
real property $556,011
-
6c · Rental income or loss
real property $694,062
-
6d · Net rental income or loss
total $694,062 · excluded $694,062
-
7a · Gross sales of assets other than inventory
securities $1,878,032
-
7b · Less cost or other basis and sales expenses
securities $675,605
-
7c · Gain or loss
securities $1,202,427
-
7d · Net gain or loss
total $1,202,427 · excluded $1,202,427
-
10a · Gross sales of inventory
$2,520,471
-
10b · Cost of goods sold
$1,199,886
-
10c · Net income from sales of inventory
total $1,320,585 · related or exempt $1,196,886 · unrelated business $123,699
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $421,471 · program services $421,471
-
5 · Compensation of officers, directors and key employees
total $3,533,239 · program services $2,050,879 · management and general $408,843 · fundraising $1,073,517
-
7 · Other salaries and wages
total $4,540,187 · program services $3,560,151 · management and general $578,810 · fundraising $401,226
-
8 · Pension plan contributions
total $570,639 · program services $339,396 · management and general $87,947 · fundraising $143,296
-
9 · Other employee benefits
total $958,341 · program services $661,913 · management and general $126,728 · fundraising $169,700
-
10 · Payroll taxes
total $600,380 · program services $437,824 · management and general $52,293 · fundraising $110,263
-
11b · Fees: legal
total $435,721 · management and general $435,721
-
11c · Fees: accounting
total $84,897 · management and general $84,897
-
11e · Fees: professional fundraising services
total $88,688 · fundraising $88,688
-
11g · Fees: other
total $1,205,103 · program services $1,062,025 · management and general $112,370 · fundraising $30,708
-
12 · Advertising and promotion
total $1,398,690 · program services $1,306,434 · management and general $90,000 · fundraising $2,256
-
13 · Office expenses
total $25,267 · program services $13,407 · management and general $10,226 · fundraising $1,634
-
14 · Information technology
total $312,731 · program services $3,552 · management and general $309,179
-
16 · Occupancy
total $2,966,463 · program services $2,883,000 · management and general $64,871 · fundraising $18,592
-
17 · Travel
total $765,499 · program services $455,703 · management and general $46,944 · fundraising $262,852
-
19 · Conferences, conventions and meetings
total $32,765 · program services $32,765
-
20 · Interest
total $606,600 · management and general $606,600
-
22 · Depreciation, depletion and amortization
total $4,936,621 · program services $4,888,787 · management and general $43,223 · fundraising $4,611
-
23 · Insurance
total $868,058 · program services $761,941 · management and general $106,117
-
24a · Other expenses: EVENT EXPENSES
total $3,719,507 · program services $3,497,871 · management and general $2,587 · fundraising $219,049
-
24b · Other expenses: FOUNDATION EXHIBITS
total $2,215,598 · program services $2,215,598
-
24c · Other expenses: CONTRACTED SERVICES
total $1,614,951 · program services $1,087,767 · management and general $386,491 · fundraising $140,693
-
24d · Other expenses: PRINTING & PUBLICATIONS
total $429,302 · program services $406,690 · fundraising $22,612
-
24e · All other expenses
total $3,818,868 · program services $1,559,849 · management and general $990,480 · fundraising $1,268,539
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,653,661 · end of year $12,601,863
-
3 · Pledges and grants receivable
beginning of year $58,189,911 · end of year $38,159,962
-
4 · Accounts receivable
beginning of year $583,615 · end of year $869,689
-
8 · Inventories for sale or use
beginning of year $834,953 · end of year $968,514
-
9 · Prepaid expenses and deferred charges
beginning of year $1,218,553 · end of year $1,157,747
-
10a · Land, buildings and equipment: cost or other basis
$176,509,442
-
10b · Land, buildings and equipment: accumulated depreciation
$87,344,325
-
10c · Land, buildings and equipment, net
beginning of year $92,494,199 · end of year $89,165,117
-
12 · Investments: other securities
beginning of year $218,556,837 · end of year $261,017,563
-
15 · Other assets
beginning of year $4,998,946 · end of year $7,982,472
-
17 · Accounts payable and accrued expenses
beginning of year $2,647,097 · end of year $4,509,642
-
19 · Deferred revenue
beginning of year $6,338,486 · end of year $9,585,278
-
23 · Secured mortgages and notes payable
beginning of year $9,050,394 · end of year $9,045,419
-
25 · Other liabilities
beginning of year $818,932 · end of year $3,827,092
-
27 · Net assets without donor restrictions
beginning of year $186,065,469 · end of year $191,785,746
-
28 · Net assets with donor restrictions
beginning of year $181,610,297 · end of year $193,169,750
Mission and programs · 2022
Mission
THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.
Activities or mission (Part I)
THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $3,024,845 · Grants $421,471
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $8,806,447
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $14,436,372 · Revenue $4,970,207
-
[CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA AND THE CENTER ON CIVILITY AND DEMOCRACY][CCD] THE CENTER ON CIVILITY AND DEMOCRACY PROMOTES SOLUTIONS THAT STRENGTHEN OUR DEMOCRACY, INCLUDING PROMOTING CIVIL DISCOURSE, FINDING COMMON GROUND, AND FOSTERING INFORMED PATRIOTISM.[CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA] A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY. ALL SPEAKERS AND PANELS ARE KNOWN AS "REAGAN FORUMS," UNLESS SPECIFIED OTHERWISE. IN ADDITION TO OUR REGULAR PROGRAMMING, IN FISCAL YEAR 2023 WE CONCLUDED OUR TIME FOR CHOOSING SPEAKER SERIES, WHICH IS A FORUM FOR LEADING VOICES TO ADDRESS CRITICAL QUESTIONS FACING THE FUTURE OF THE CONSERVATIVE MOVEMENT. FISCAL YEAR 2023 ALSO INCLUDED A REPUBLICAN CANDIDATES PRESIDENTIAL DEBATE. -- SEE SCHEDULE O FOR CONTINUATIONREAGAN FORUM PARTICIPANTS - IN-PERSON> DICK EBERSOL (TELEVISION PRODUCER); 10/3/2022> NIKKI HALEY (FORMER AMBASSADOR TO THE UNITED NATIONS): 10/14/2022> RAYMOND ARROYO (AUTHOR); 10/18/2022> GORDON SONDLAND (FORMER AMBASSADOR TO THE EUROPEAN UNION): 11/10/2022> DAVID LENGA (HOLOCAUST SURVIVOR): 11/10/2022> JOE ALEXANDER (HOLOCAUST SURVIVOR): 11/10/2022> MIKE PENCE (FORMER VICE PRESIDENT OF THE UNITED STATES); 11/17/2022> WILLIAM INBODEN (AUTHOR); 1/18/2023> TREY GOWDY (FOX NEWS AND AUTHOR); 1/31/2023> MIKE POMPEO (FORMER U.S. SECRETARY OF STATE); 2/8/2023> RON DESANTIS (GOVERNOR OF FLORIDA); 3/5/2023> DAVE MCCORMICK (AUTHOR); 3/16/2023> RAYMOND ARROYO (AUTHOR); 3/29/2023> TOVA FRIEDMAN (HOLOCAUST SURVIVOR); 4/2/2023> TSAI ING-WEN (PRESIDENT OF TAIWAN); 4/5/2023> KEVIN MCCARTHY (SPEAKER OF THE HOUSE); 4/5/2023> LARRY LOFTIS (AUTHOR); 4/12/2023> CELINA KARP BINIAZ (HOLOCAUST SURVIVOR); 6/25/2023TIME FOR CHOOSING PARTICIPANTS- IN-PERSON>ASA HUTCHINSON (GOVERNOR OF ARKANSAS); 11/30/2022>CONDOLEEZZA RICE (FORMER U.S. SECRETARY OF STATE); 3/8/2023/2022>RONNA MCDANIEL (CHAIRWOMAN OF THE RNC); 4/20/2023>GLENN YOUNGKIN (GOVERNOR OF VIRGINIA); 5/1/2023>SHELLEY MOORE CAPITO (U.S. SENATOR); 5/22/2023>FRANCIS SUAREZ (MAYOR OF MIAMI); 6/15/2023SPECIAL EVENTS IN PERSON>FOX BUSINESS REPUBLICAN PRIMARY DEBATE WITH PARTNERS REAGAN FOUNDATION, UNIVISION AND RUMBLE ON SEPTEMBER 27, 2023, THE REAGAN FOUNDATION HOSTED THE SECOND REPUBLICAN CANDIDATES DEBATE OF THE 2023-2024 ELECTION CYCLE AT THE RONALD REAGAN PRESIDENTIAL LIBRARY AND MUSEUM. SEVEN CANDIDATES TOOK THE STAGE: NORTH DAKOTA GOVERNOR DOUG BURGUM, FORMER NEW JERSEY GOVERNOR CHRIS CHRISTIE, FLORIDA GOVERNOR RON DESANTIS, FORMER AMBASSADOR TO THE UNITED NATIONS NIKKI HALEY, FORMER VICE PRESIDENT MIKE PENCE, ENTREPRENEUR VIVEK RAMASWAMY, AND SENATOR TIM SCOTT. FOX NEWS HOST DANA PERINO, FOX BUSINESS NETWORK HOST STUART VARNEY, AND UNIVISION ANCHOR ILIA CALDERON MODERATED. >AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON AUGUST 8, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF EVA'S PROMISE, WHICH TELLS THE STORY OF ANNE FRANK'S STEPSISTER, EVA SCHLOSS.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON JUNE 14, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF THE LABYRINTH: THE TESTIMONY OF MARIAN KOLODZIEJ, WHICH TELLS THE STORY OF AUSCHWITZ SURVIVOR MARIAN KOLODZIEJ, AS SHOWN THROUGH IS ART.
Expenses $1,379,359 · Revenue $689,858
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
-
John D HeubuschJOHN D HEUBUSCH
EXECUTIVE DIRECTOR
- Total calculated
- $683,743
- From this org
- $605,000
- From related orgs
- $0
- Other
- $78,743
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $455,000
- Bonus
- $150,000
- Other
- $0
- Deferred
- $46,958
- Nontaxable benefits
- $31,785
- Filer's total
- $683,743
-
Roger ZakheimROGER ZAKHEIM
DIRECTOR OF THE REAGAN INS
- Total calculated
- $611,223
- From this org
- $532,480
- From related orgs
- $0
- Other
- $78,743
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $432,480
- Bonus
- $100,000
- Other
- $0
- Deferred
- $46,958
- Nontaxable benefits
- $31,785
- Filer's total
- $611,223
-
Keegan Michelle PowersKEEGAN MICHELLE POWERS
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $329,854
- From this org
- $284,231
- From related orgs
- $0
- Other
- $45,623
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $259,231
- Bonus
- $25,000
- Other
- $0
- Deferred
- $23,604
- Nontaxable benefits
- $22,019
- Filer's total
- $329,854
-
Cochran Robert ACOCHRAN ROBERT A
DIRECTOR OF DEVELOPMENT -
- Total calculated
- $304,033
- From this org
- $279,193
- From related orgs
- $0
- Other
- $24,840
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,493
- Bonus
- $35,700
- Other
- $0
- Deferred
- $21,816
- Nontaxable benefits
- $3,024
- Filer's total
- $304,033
-
Jerry ZukJERRY ZUK
CHIEF FINANCIAL OFFICER
- Total calculated
- $312,345
- From this org
- $267,864
- From related orgs
- $0
- Other
- $44,481
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,864
- Bonus
- $20,000
- Other
- $0
- Deferred
- $22,462
- Nontaxable benefits
- $22,019
- Filer's total
- $312,345
-
Joanne M DrakeJOANNE M DRAKE
CHIEF ADMINISTRATIVE OFFIC
- Total calculated
- $290,383
- From this org
- $237,216
- From related orgs
- $0
- Other
- $53,167
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,216
- Bonus
- $10,000
- Other
- $0
- Deferred
- $20,591
- Nontaxable benefits
- $32,576
- Filer's total
- $290,383
-
Giller Melissa MichelleGILLER MELISSA MICHELLE
CHIEF MARKETING OFFICER
- Total calculated
- $265,922
- From this org
- $216,746
- From related orgs
- $0
- Other
- $49,176
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,746
- Bonus
- $20,000
- Other
- $0
- Deferred
- $17,467
- Nontaxable benefits
- $31,709
- Filer's total
- $265,922
-
Heist-Levine DustinHEIST-LEVINE DUSTIN
DIRECTOR OF MAJOR GIFTS
- Total calculated
- $238,019
- From this org
- $190,312
- From related orgs
- $0
- Other
- $47,707
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,312
- Bonus
- $14,000
- Other
- $0
- Deferred
- $16,051
- Nontaxable benefits
- $31,656
- Filer's total
- $238,019
-
Hoff Rachel MHOFF RACHEL M
POLICY DIRECTOR - WASHINGT
- Total calculated
- $200,650
- From this org
- $182,369
- From related orgs
- $0
- Other
- $18,281
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,369
- Bonus
- $14,000
- Other
- $0
- Deferred
- $16,042
- Nontaxable benefits
- $2,239
- Filer's total
- $200,650
-
Karunaratne PriyanthiKARUNARATNE PRIYANTHI
CHIEF FINANCIAL OFFICER
- Total calculated
- $205,980
- From this org
- $171,475
- From related orgs
- $0
- Other
- $34,505
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,475
- Bonus
- $10,000
- Other
- $0
- Deferred
- $14,459
- Nontaxable benefits
- $20,046
- Filer's total
- $205,980
-
Pennay AnthonyPENNAY ANTHONY
CHIEF LEARNING OFFICER
- Total calculated
- $192,619
- From this org
- $161,510
- From related orgs
- $0
- Other
- $31,109
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,510
- Bonus
- $0
- Other
- $0
- Deferred
- $16,151
- Nontaxable benefits
- $14,958
- Filer's total
- $192,619
-
Rosen Katharine FletcherROSEN KATHARINE FLETCHER
DIRECTOR OF DEVELOPMENT -
- Total calculated
- $169,412
- From this org
- $156,385
- From related orgs
- $0
- Other
- $13,027
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,385
- Bonus
- $5,000
- Other
- $0
- Deferred
- $1,767
- Nontaxable benefits
- $11,260
- Filer's total
- $169,412
-
Javier III Almario DJAVIER III ALMARIO D
SENIOR DATA ARCHITECT & SY
- Total calculated
- $189,121
- From this org
- $155,760
- From related orgs
- $0
- Other
- $33,361
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,760
- Bonus
- $8,000
- Other
- $0
- Deferred
- $13,390
- Nontaxable benefits
- $19,971
- Filer's total
- $189,121
-
Tran Janet CTRAN JANET C
ASSOCIATE DIRECTOR OF EDUC
- Total calculated
- $177,933
- From this org
- $153,871
- From related orgs
- $0
- Other
- $24,062
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,671
- Bonus
- $11,200
- Other
- $0
- Deferred
- $12,833
- Nontaxable benefits
- $11,229
- Filer's total
- $177,933
-
Trulio David VTRULIO DAVID V
PRESIDENT AND CHIEF EXECUTIVE OFFICER
- Total calculated
- $0
- Hours/week
- 40
-
Frederick J Ryan JrFREDERICK J RYAN JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Catherine G BuschCATHERINE G BUSCH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Rick J CarusoRICK J CARUSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael P CastineMICHAEL P CASTINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elaine L ChaoELAINE L CHAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve ForbesSTEVE FORBES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bradford M FreemanBRADFORD M FREEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew J LittlefairANDREW J LITTLEFAIR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joe LonsdaleJOE LONSDALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan R McCawSUSAN R MCCAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lachlan MurdochLACHLAN MURDOCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rupert MurdochRUPERT MURDOCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peggy NoonanPEGGY NOONAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Theodore B OlsonTHEODORE B OLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gerald L ParskyGERALD L PARSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim PattisonJIM PATTISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Condoleezza RiceCONDOLEEZZA RICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John F W RogersJOHN F W ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul RyanPAUL RYAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ben C Sutton JrBEN C SUTTON JR
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Robert H TuttleROBERT H TUTTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pete WilsonPETE WILSON
TRUSTEE
- 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 · Independent compensation consultant
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432269349300743
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