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← COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES

Form 990 for tax year 2024

Filed by COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES.

Totals

Total revenue
$12,034,533
Total expenses
$8,874,444
Contributions and grants received
$11,747,367
Grants paid
$92,681
Program service revenue
$0
Investment income
$287,166
Other revenue
$0
Total assets, end of year
$11,045,525
Total liabilities, end of year
$1,924,756
Net assets or fund balances, end of year
$9,120,769
Program services expenses (Part IX)
$6,385,588
Management and general expenses
$1,667,639
Fundraising expenses
$821,217
Program service expenses (Part III)
$6,385,588

Program services were 72.0% 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.

  • 1f · All other contributions, gifts and grants

    $11,747,367

  • 3 · Investment income

    total $287,166 · excluded $287,166

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $92,681 · program services $92,681

  • 5 · Compensation of officers, directors and key employees

    total $1,998,719 · program services $1,449,946 · management and general $409,292 · fundraising $139,481

  • 7 · Other salaries and wages

    total $3,222,199 · program services $2,152,286 · management and general $814,627 · fundraising $255,286

  • 8 · Pension plan contributions

    total $128,296 · program services $85,702 · management and general $32,433 · fundraising $10,161

  • 9 · Other employee benefits

    total $209,723 · program services $140,095 · management and general $53,018 · fundraising $16,610

  • 10 · Payroll taxes

    total $246,099 · program services $164,394 · management and general $62,214 · fundraising $19,491

  • 11b · Fees: legal

    total $72,501 · program services $48,477 · management and general $16,020 · fundraising $8,004

  • 11c · Fees: accounting

    total $18,401 · management and general $18,401

  • 11g · Fees: other

    total $834,635 · program services $503,382 · management and general $70,474 · fundraising $260,779

  • 12 · Advertising and promotion

    total $642,955 · program services $642,955

  • 13 · Office expenses

    total $244,503 · program services $168,900 · management and general $50,122 · fundraising $25,481

  • 16 · Occupancy

    total $188,071 · program services $129,129 · management and general $44,686 · fundraising $14,256

  • 17 · Travel

    total $180,266 · program services $154,831 · management and general $15,932 · fundraising $9,503

  • 19 · Conferences, conventions and meetings

    total $192,764 · program services $179,224 · management and general $8,964 · fundraising $4,576

  • 22 · Depreciation, depletion and amortization

    total $178,129 · program services $122,303 · management and general $42,323 · fundraising $13,503

  • 23 · Insurance

    total $34,086 · program services $23,403 · management and general $8,099 · fundraising $2,584

  • 24a · Other expenses: SUBSCRIPTION/MEMBERSHIP

    total $173,842 · program services $147,166 · management and general $11,253 · fundraising $15,423

  • 24b · Other expenses: GRAPHIC DESIGN

    total $105,335 · program services $76,045 · management and general $4,800 · fundraising $24,490

  • 24c · Other expenses: POLICY RESEARCH

    total $90,274 · program services $90,274

  • 24d · Other expenses: UTILITIES

    total $20,304 · program services $13,941 · management and general $4,824 · fundraising $1,539

  • 24e · All other expenses

    total $661 · program services $454 · management and general $157 · fundraising $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,930,996 · end of year $9,331,464

  • 3 · Pledges and grants receivable

    beginning of year $27,105 · end of year $28,466

  • 4 · Accounts receivable

    beginning of year $30,216 · end of year $60,804

  • 9 · Prepaid expenses and deferred charges

    beginning of year $60,212 · end of year $143,038

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

    $1,247,222

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

    $559,039

  • 10c · Land, buildings and equipment, net

    beginning of year $634,351 · end of year $688,183

  • 11 · Investments: publicly traded securities

    beginning of year $7,940 · end of year $7,790

  • 15 · Other assets

    beginning of year $165,781 · end of year $785,780

  • 17 · Accounts payable and accrued expenses

    beginning of year $730,140 · end of year $1,088,953

  • 25 · Other liabilities

    beginning of year $165,781 · end of year $835,803

  • 27 · Net assets without donor restrictions

    beginning of year $5,960,680 · end of year $9,120,769

Mission and programs · 2024

Mission

THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES, EMPOWERING ALL PENNSYLVANIANS TO THRIVE.

Activities or mission (Part I)

TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES, EMPOWERING ALL PENNSYLVANIANS TO THRIVE.

  • POLICY ANALYSIS: THE COMMONWEALTH FOUNDATION CONDUCTS VIGOROUS RESEARCH TO DEVELOP DATA-DRIVEN FREE-MARKET POLICY SOLUTIONS, IN ADDITION TO OFFERING ANALYSIS OF EXISTING POLICIES AND PROGRAMS, DISSEMINATING THESE RESOURCES THROUGH OUR PUBLIC AFFAIRS AND GOVERNMENT AFFAIRS PROGRAMS.

    Expenses $4,022,920

  • GOVERNMENT AFFAIRS: THE COMMONWEALTH FOUNDATION WORKS DIRECTLY WITH LAWMAKERS, ELECTED OFFICIALS, AND THEIR TEAMS TO EDUCATE THEM AND ADVOCATE FOR FREE-MARKET POLICIES THROUGH MEETINGS, BRIEFINGS, AND OTHER FORMATS, INCLUDING EMAIL, MAIL, AND HAND DELIVERY TO THE STATE CAPITOL.

    Expenses $1,277,118

  • PUBLIC AFFAIRS & MEDIA: THE COMMONWEALTH FOUNDATION DISTILLS AND DISSEMINATES ITS POLICY INFORMATION THROUGH COMPELLING MESSAGING TO REACH KEY AUDIENCES, INCLUDING LAWMAKERS, OTHER POLICY-FOCUSED ORGANIZATIONS, AND THE INTERESTED PUBLIC.

    Expenses $1,085,550 · Grants $92,681

As filed on the 2024 return.

Listed in Part VII

  • George Gh Coates Jr

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William E Sordoni

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • C Bruce Kern II

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gerard Alexander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas E Beach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Montgomery B Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Wk Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brittney N Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Y Simkiss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen L Bloom Thru 41625

    SENIOR VICE PRESIDENT

    Total calculated
    $261,282
    From this org
    $226,810
    From related orgs
    $0
    Other
    $34,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,028
    Bonus
    $30,482
    Other
    $1,300
    Deferred
    $9,395
    Nontaxable benefits
    $25,077
    Filer's total
    $261,282

  • Nathan A Benefield

    CHIEF POLICY OFFICER

    Total calculated
    $237,340
    From this org
    $221,195
    From related orgs
    $0
    Other
    $16,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,674
    Bonus
    $42,221
    Other
    $1,300
    Deferred
    $8,996
    Nontaxable benefits
    $7,149
    Filer's total
    $237,340

  • Erik M Telfordthru 41625

    SENIOR VICE PRESIDENT

    Total calculated
    $113,156
    From this org
    $108,804
    From related orgs
    $0
    Other
    $4,352
    Hours/week
    40

  • Andrew J Lewis

    PRESIDENT & CEO

    Total calculated
    $85,971
    From this org
    $82,273
    From related orgs
    $0
    Other
    $3,698
    Hours/week
    40

  • Mark R Wilson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $81,975
    From this org
    $78,389
    From related orgs
    $0
    Other
    $3,586
    Hours/week
    40

  • C Roger Custerthru 41625

    VICE PRESIDENT

    Total calculated
    $78,627
    From this org
    $75,166
    From related orgs
    $0
    Other
    $3,461
    Hours/week
    40

  • Megan L Martineffect41625

    COO & GENERAL COUNSEL

    Total calculated
    $14,624
    From this org
    $14,062
    From related orgs
    $0
    Other
    $562
    Hours/week
    40

  • Abbey Haslam

    DIRECTOR OF GOVERNMENT AFFAIRS

    Total calculated
    $143,515
    From this org
    $122,930
    From related orgs
    $0
    Other
    $20,585
    Hours/week
    40

  • David Osborne

    SENIOR DIRECTOR OF LABOR POLICY

    Total calculated
    $143,282
    From this org
    $113,659
    From related orgs
    $0
    Other
    $29,623
    Hours/week
    40

  • Elizabeth Stelle

    VICE PRESIDENT OF POLICY

    Total calculated
    $135,847
    From this org
    $125,070
    From related orgs
    $0
    Other
    $10,777
    Hours/week
    40

  • Kevin Kane

    DIRECTOR OF LEGISLATIVE STRATEGY

    Total calculated
    $126,599
    From this org
    $111,660
    From related orgs
    $0
    Other
    $14,939
    Hours/week
    40

  • James Miller

    DIGITAL MARKETING DIRECTOR

    Total calculated
    $123,208
    From this org
    $118,469
    From related orgs
    $0
    Other
    $4,739
    Hours/week
    40

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 · 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

Provenance

Return type
form_990
Tax year
2024
Filed
8 August 2026
IRS schema version
2024v5.5
Source object
202632249349302518

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