Totals
- Total revenue
- $1,559,983
- Total expenses
- $1,196,941
- Contributions and grants received
- $1,853,416
- Grants paid
- $1,200
- Program service revenue
- $0
- Investment income
- $9,171
- Other revenue
- -$302,604
- Total assets, end of year
- $2,646,098
- Total liabilities, end of year
- $373,207
- Net assets or fund balances, end of year
- $2,272,891
- Program services expenses (Part IX)
- $912,279
- Management and general expenses
- $130,265
- Fundraising expenses
- $154,397
- Program service expenses (Part III)
- $912,279
Program services were 76.2% 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
$1,218,626
-
1f · All other contributions, gifts and grants
$634,790
-
1g · Noncash contributions included above
$3,509
-
3 · Investment income
total $2,745 · excluded $2,745
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $633,105
-
7b · Less cost or other basis and sales expenses
securities $626,679
-
7c · Gain or loss
securities $6,426
-
7d · Net gain or loss
total $6,426 · excluded $6,426
-
8a · Fundraising events: gross income
$189,600
-
8a · Fundraising events: contributions included on line 1c
$1,218,626
-
8b · Fundraising events: direct expenses
$496,547
-
8c · Net income from fundraising events
total -$306,947 · excluded -$306,947
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER REVENUE
total $4,343 · excluded $4,343
-
11e · Other revenue, total
$4,343
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,200 · program services $1,200
-
2 · Grants to domestic individuals
total $0
-
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 $231,489 · program services $173,617 · management and general $34,723 · fundraising $23,149
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $535,950 · program services $410,829 · management and general $61,185 · fundraising $63,936
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $88,308 · program services $67,251 · management and general $11,036 · fundraising $10,021
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $80,053 · program services $60,965 · management and general $10,004 · fundraising $9,084
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $23,004 · program services $20,380 · management and general $1,375 · fundraising $1,249
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $58,119 · program services $54,362 · management and general $3,349 · fundraising $408
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $86 · program services $65 · management and general $11 · fundraising $10
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,896 · program services $1,444 · management and general $237 · fundraising $215
-
23 · Insurance
total $12,714 · program services $10,101 · management and general $1,370 · fundraising $1,243
-
24a · Other expenses: TELEPHONE AND INTERNET
total $34,696 · program services $17,393 · management and general $2,854 · fundraising $14,449
-
24b · Other expenses: PROGRAM SERVICES
total $32,862 · program services $32,862
-
24c · Other expenses: FUNDRAISING
total $31,817 · fundraising $31,817
-
24d · Other expenses: SUPPLIES AND MATERIALS
total $31,210 · program services $30,586 · management and general $327 · fundraising $297
-
24e · All other expenses
total $33,537 · program services $31,224 · management and general $3,794 · fundraising -$1,481
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,229,882 · end of year $1,698,897
-
2 · Savings and temporary cash investments
beginning of year $243,917 · end of year $190,534
-
3 · Pledges and grants receivable
beginning of year $304,204 · end of year $161,578
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $17,904 · end of year $90,408
-
10a · Land, buildings and equipment: cost or other basis
$99,805
-
10b · Land, buildings and equipment: accumulated depreciation
$75,280
-
10c · Land, buildings and equipment, net
beginning of year $4,515 · end of year $24,525
-
11 · Investments: publicly traded securities
beginning of year $218,221 · end of year $315,906
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $164,250
-
17 · Accounts payable and accrued expenses
beginning of year $96,074 · end of year $305,707
-
25 · Other liabilities
end of year $67,500
-
27 · Net assets without donor restrictions
beginning of year $1,166,334 · end of year $1,628,847
-
28 · Net assets with donor restrictions
beginning of year $756,235 · end of year $644,044
Mission and programs · 2022
Mission
Founded by retired Supreme Court Justice Sandra Day OConnor, the nonpartisan nonprofit 501(c )(3), continues her distinguished legacy and lifetime work to advance American democracy through multigenerational civics education, civil discourse and civic engagement.
-
THE SANDRA DAY O'CONNOR INSTITUTE SERVES AS AN EDUCATION RESOURCE FOR ALL GENERATIONS TO PARTICIPATE IN CIVICS FOR LIFE THROUGH LIFELONG LEARNING. PROGRAMS ADDRESS CIVICS EDUCATION FOR MIDDLE SCHOOL STUDENTS, INCREASING KNOWLEDGE OF AMERICAN DEMOCRACY AND PUBLIC AFFAIRS, YOUNG ADULT CIVIC ENGAGEMENT, CIVIL DISCOURSE INITIATIVES AND PRESERVATION OF THE HISTORIC FORMER HOME OF JUSTICE SANDRA DAY OCONNOR.
Expenses $912,279 · Grants $1,200
As filed on the 2022 return.
Listed in Part VII
-
SARAH E SUGGS
PRESIDENT & CEO
- Total calculated
- $231,489
- From this org
- $231,489
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,489
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $231,489
-
Matthew Feeney
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Gay Firestone Wray
Co-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Kelly Barr
vice chair
- Total calculated
- $0
- Hours/week
- 2
-
Bryan Saba
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Brian Scott
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Sandra Bierman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Breuder
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Bridger
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Burton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Phil Francis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chevy Humphrey
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jan Lewis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Lockwood
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim Louis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen C McConnell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Michaels
Director
- Total calculated
- $0
- Hours/week
- 1
-
John C Norling
Director
- Total calculated
- $0
- Hours/week
- 1
-
Frederick Pakis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Roig
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Rooney
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jason Rowley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Stebbings
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jenny Holsman Tetreault
Director
- 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
None.
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.
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.
-
AZ
Directly controlled by SANDRA DAY OCONNOR INSTITUTE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301359349314650
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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