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Nonprofiteer
← STROUD WATER RESEARCH CENTER INC

Form 990 for tax year 2023

Filed by STROUD WATER RESEARCH CENTER INC.

Totals

Total revenue
$10,104,053
Total expenses
$10,571,394
Contributions and grants received
$8,988,919
Grants paid
$193,848
Program service revenue
$199,099
Investment income
$957,218
Other revenue
-$41,183
Total assets, end of year
$59,379,644
Total liabilities, end of year
$8,036,563
Net assets or fund balances, end of year
$51,343,081
Program services expenses (Part IX)
$7,400,337
Management and general expenses
$2,621,138
Fundraising expenses
$549,919
Program service expenses (Part III)
$7,400,337

Program services were 70.0% 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.

  • 1c · Fundraising events

    $268,664

  • 1e · Government grants (contributions)

    $3,474,982

  • 1f · All other contributions, gifts and grants

    $5,245,273

  • 1g · Noncash contributions included above

    $179,363

  • 2a · Program service revenue: PROGRAM FEES

    total $199,099 · related or exempt $199,099

  • 3 · Investment income

    total $871,887 · excluded $871,887

  • 7a · Gross sales of assets other than inventory

    securities $2,964,509

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

    securities $2,879,178

  • 7c · Gain or loss

    securities $85,331

  • 7d · Net gain or loss

    total $85,331 · excluded $85,331

  • 8a · Fundraising events: gross income

    $48,318

  • 8a · Fundraising events: contributions included on line 1c

    $268,664

  • 8b · Fundraising events: direct expenses

    $89,501

  • 8c · Net income from fundraising events

    total -$41,183 · excluded -$41,183

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $193,848 · program services $193,848

  • 5 · Compensation of officers, directors and key employees

    total $621,060 · program services $190,024 · management and general $431,036

  • 7 · Other salaries and wages

    total $4,144,571 · program services $2,922,047 · management and general $823,737 · fundraising $398,787

  • 8 · Pension plan contributions

    total $403,833 · program services $285,213 · management and general $77,832 · fundraising $40,788

  • 9 · Other employee benefits

    total $479,476 · program services $332,481 · management and general $100,121 · fundraising $46,874

  • 10 · Payroll taxes

    total $339,042 · program services $221,726 · management and general $87,545 · fundraising $29,771

  • 11c · Fees: accounting

    total $41,000 · management and general $41,000

  • 11f · Fees: investment management

    total $92,295 · management and general $92,295

  • 11g · Fees: other

    total $2,612,699 · program services $2,505,411 · management and general $91,841 · fundraising $15,447

  • 12 · Advertising and promotion

    total $612 · program services $112 · management and general $500

  • 13 · Office expenses

    total $86,536 · program services $17,683 · management and general $59,815 · fundraising $9,038

  • 14 · Information technology

    total $51,584 · program services $23,018 · management and general $28,566

  • 16 · Occupancy

    total $67,742 · management and general $67,742

  • 17 · Travel

    total $152,146 · program services $143,134 · management and general $1,175 · fundraising $7,837

  • 19 · Conferences, conventions and meetings

    total $33,971 · program services $25,631 · management and general $8,299 · fundraising $41

  • 20 · Interest

    total $178,851 · management and general $178,851

  • 22 · Depreciation, depletion and amortization

    total $461,079 · program services $80,490 · management and general $380,589

  • 23 · Insurance

    total $106,158 · management and general $106,158

  • 24a · Other expenses: LABORATORY EQUIPMENT

    total $347,492 · program services $310,541 · management and general $36,951

  • 24b · Other expenses: PARTICIPANT SUPPORT

    total $143,528 · program services $143,528

  • 24c · Other expenses: OTHER EXPENSES

    total $13,871 · program services $5,450 · management and general $7,085 · fundraising $1,336

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $877,576 · end of year $362,126

  • 2 · Savings and temporary cash investments

    beginning of year $211,526 · end of year $936,571

  • 3 · Pledges and grants receivable

    beginning of year $1,083,262 · end of year $2,471,883

  • 4 · Accounts receivable

    beginning of year $10,762 · end of year $17,783

  • 9 · Prepaid expenses and deferred charges

    beginning of year $49,825 · end of year $75,200

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

    $19,400,350

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

    $9,320,172

  • 10c · Land, buildings and equipment, net

    beginning of year $10,330,636 · end of year $10,080,178

  • 11 · Investments: publicly traded securities

    beginning of year $22,402,521 · end of year $24,541,013

  • 12 · Investments: other securities

    beginning of year $9,068,820 · end of year $9,615,640

  • 15 · Other assets

    beginning of year $10,383,914 · end of year $11,279,250

  • 17 · Accounts payable and accrued expenses

    beginning of year $587,450 · end of year $934,334

  • 19 · Deferred revenue

    end of year $1,418,358

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,185,333 · end of year $3,907,965

  • 24 · Unsecured notes and loans payable

    beginning of year $19,117 · end of year $13,951

  • 25 · Other liabilities

    beginning of year $1,768,852 · end of year $1,761,955

  • 27 · Net assets without donor restrictions

    beginning of year $24,339,487 · end of year $25,617,292

  • 28 · Net assets with donor restrictions

    beginning of year $23,518,603 · end of year $25,725,789

Mission and programs · 2023

Mission

TO ADVANCE KNOWLEDGE OF STREAM AND RIVER ECOSYSTEMS THROUGH INTERDISCIPLINARY RESEARCH, TO DEVELOP & COMMUNICATE NEW ECOLOGICAL IDEAS, TO PROVIDE SOLUTIONS FOR WATER RESOURCE PROBLEMS WORLDWIDE, AND TO PROMOTE PUBLIC UNDERSTANDING OF FRESHWATER ECOLOGY THROUGH EDUCATIONAL PROGRAMS, WATERSHED RESTORATION, CONSERVATION LEADERSHIP AND PROFESSIONAL SERVICE.

  • TO ADVANCE KNOWLEDGE OF STREAM AND RIVER ECOSYSTEMS THROUGH INTERDISCIPLINARY RESEARCH, TO DEVELOP & COMMUNICATE NEW ECOLOGICAL IDEAS, TO PROVIDE SOLUTIONS FOR WATER RESOURCE PROBLEMS WORLDWIDE, AND TO PROMOTE PUBLIC UNDERSTANDING OF FRESHWATER ECOLOGY THROUGH EDUCATIONAL PROGRAMS, WATERSHED RESTORATION, CONSERVATION LEADERSHIP AND PROFESSIONAL SERVICE.

    Expenses $7,400,337 · Grants $193,848 · Revenue $199,099

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • C PORTER SCHUTT III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DAVID B ARSCOTT PHD

    PRESIDENT & EXECUTIVE DIRE

    Total calculated
    $224,571
    From this org
    $182,980
    From related orgs
    $0
    Other
    $41,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,980
    Bonus
    $0
    Other
    $0
    Deferred
    $21,939
    Nontaxable benefits
    $19,652
    Filer's total
    $224,571

  • LEE CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOSH AULD PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARGARETTA BROKAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL BUCKLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL T JAMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT M DIFILIPPO PH D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRANCES ABBOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT F JOHNSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRYAN COLKET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SEETHA COLEMAN-KAMMULA PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER WELLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RODMAN W MOORHEAD IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TRACEY NGUYEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LAN CHI VO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BERT KERSTETTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HOLLY MICHAEL PH D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN PEPE

    TREASURER & CONTROLLER

    Total calculated
    $181,186
    From this org
    $147,630
    From related orgs
    $0
    Other
    $33,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,630
    Bonus
    $0
    Other
    $0
    Deferred
    $17,701
    Nontaxable benefits
    $15,855
    Filer's total
    $181,186

  • SCOTT ENSIGN

    VICE PRESIDENT

    Total calculated
    $148,240
    From this org
    $120,786
    From related orgs
    $0
    Other
    $27,454
    Hours/week
    40

  • SUSAN FITZPATRICK

    SECRETARY

    Total calculated
    $67,063
    From this org
    $54,642
    From related orgs
    $0
    Other
    $12,421
    Hours/week
    40

  • JINJUN KAN

    ASSOCIATE RESEARCH SCIENTI

    Total calculated
    $166,836
    From this org
    $135,937
    From related orgs
    $0
    Other
    $30,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,937
    Bonus
    $0
    Other
    $0
    Deferred
    $16,299
    Nontaxable benefits
    $14,600
    Filer's total
    $166,836

  • JOHN JACKSON

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $212,897
    From this org
    $173,468
    From related orgs
    $0
    Other
    $39,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,468
    Bonus
    $0
    Other
    $0
    Deferred
    $20,799
    Nontaxable benefits
    $18,630
    Filer's total
    $212,897

  • MATTHEW EHRHART

    DIRECTOR OF WATERSHED RESE

    Total calculated
    $187,101
    From this org
    $152,449
    From related orgs
    $0
    Other
    $34,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,449
    Bonus
    $0
    Other
    $0
    Deferred
    $18,279
    Nontaxable benefits
    $16,373
    Filer's total
    $187,101

  • MELINDA DANIELS

    ASSOCIATE RESEARCH SCIENTI

    Total calculated
    $191,316
    From this org
    $155,883
    From related orgs
    $0
    Other
    $35,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,883
    Bonus
    $0
    Other
    $0
    Deferred
    $18,691
    Nontaxable benefits
    $16,742
    Filer's total
    $191,316

  • NICOLE WICKENHAUSER

    DIRECTOR OF STRATEGIC PART

    Total calculated
    $211,361
    From this org
    $172,216
    From related orgs
    $0
    Other
    $39,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,216
    Bonus
    $0
    Other
    $0
    Deferred
    $20,649
    Nontaxable benefits
    $18,496
    Filer's total
    $211,361

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 · 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
2023
Filed
16 October 2024
IRS schema version
2023v5.1
Source object
202432919349300238

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