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← COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES

Form 990 for tax year 2022

Filed by COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES.

Totals

Total revenue
$9,554,022
Total expenses
$9,040,362
Contributions and grants received
$9,348,387
Grants paid
$300,652
Program service revenue
$0
Investment income
$205,635
Other revenue
$0
Total assets, end of year
$5,691,370
Total liabilities, end of year
$875,389
Net assets or fund balances, end of year
$4,815,981
Program services expenses (Part IX)
$6,387,088
Management and general expenses
$1,015,460
Fundraising expenses
$1,637,814
Program service expenses (Part III)
$6,387,088

Program services were 70.7% 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

    $9,348,387

  • 3 · Investment income

    total $205,635 · excluded $205,635

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $300,652 · program services $300,652

  • 5 · Compensation of officers, directors and key employees

    total $480,301 · program services $456,286 · management and general $24,015

  • 7 · Other salaries and wages

    total $1,257,200 · program services $1,197,329 · management and general $59,871

  • 8 · Pension plan contributions

    total $47,253 · program services $44,890 · management and general $2,363

  • 9 · Other employee benefits

    total $83,836 · program services $79,676 · management and general $4,160

  • 10 · Payroll taxes

    total $120,573 · program services $114,544 · management and general $6,029

  • 11b · Fees: legal

    total $84,039 · program services $11,073 · management and general $72,966

  • 11c · Fees: accounting

    total $15,737 · management and general $15,737

  • 11e · Fees: professional fundraising services

    total $1,267,840 · fundraising $1,267,840

  • 11g · Fees: other

    total $3,353,080 · program services $2,562,927 · management and general $701,573 · fundraising $88,580

  • 12 · Advertising and promotion

    total $525,368 · program services $503,382 · fundraising $21,986

  • 13 · Office expenses

    total $296,058 · program services $185,877 · management and general $13,098 · fundraising $97,083

  • 16 · Occupancy

    total $105,157 · program services $99,899 · management and general $5,258

  • 17 · Travel

    total $429,389 · program services $345,342 · management and general $18,670 · fundraising $65,377

  • 19 · Conferences, conventions and meetings

    total $208,282 · program services $112,558 · management and general $80,059 · fundraising $15,665

  • 22 · Depreciation, depletion and amortization

    total $85,934 · program services $81,637 · management and general $4,297

  • 23 · Insurance

    total $16,729 · program services $15,892 · management and general $837

  • 24a · Other expenses: CONTRACT RESEARCH

    total $152,467 · program services $119,736 · management and general $0 · fundraising $32,731

  • 24b · Other expenses: SUBSCRIPTION/MEMBERSHIP

    total $150,014 · program services $126,978 · management and general $4,245 · fundraising $18,791

  • 24c · Other expenses: GRAPHIC DESIGN

    total $116,804 · program services $86,173 · management and general $880 · fundraising $29,751

  • 24d · Other expenses: MISCELLANEOUS

    total $1,681 · program services $269 · management and general $1,402 · fundraising $10

  • 24e · All other expenses

    total -$58,032 · program services -$58,032

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,684,909 · end of year $5,032,254

  • 3 · Pledges and grants receivable

    beginning of year $3,767 · end of year $8,463

  • 4 · Accounts receivable

    beginning of year $1,285 · end of year $81,317

  • 9 · Prepaid expenses and deferred charges

    beginning of year $131,133 · end of year $85,121

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

    $720,612

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

    $489,109

  • 10c · Land, buildings and equipment, net

    beginning of year $290,757 · end of year $231,503

  • 11 · Investments: publicly traded securities

    beginning of year $8,199 · end of year $8,068

  • 15 · Other assets

    beginning of year $0 · end of year $244,644

  • 17 · Accounts payable and accrued expenses

    beginning of year $817,703 · end of year $624,041

  • 19 · Deferred revenue

    beginning of year $0 · end of year $50,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $201,348

  • 27 · Net assets without donor restrictions

    beginning of year $4,302,347 · end of year $4,815,981

Mission and programs · 2022

Mission

THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES SO ALL PENNSYLVANIANS CAN FLOURISH.

Activities or mission (Part I)

THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC (CONTINUED ON SCHEDULE O) POLICIES SO ALL PENNSYLVANIANS CAN FLOURISH.

  • POLICY ANALYSIS: THE COMMONWEALTH FOUNDATION CRAFTS FREE-MARKET POLICIES BASED ON TOP QUALITY RESEARCH AND DISSEMINATES THEM WIDELY, INCLUDING THROUGH EMAIL, MAIL, HAND DELIVERY TO THE STATE CAPITOL, AND PAID MEDIA.

    Expenses $4,023,865

  • COMMUNITY RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION ACROSS OUR STATE BY MAKING IN-PERSON PRESENTATIONS TO INTERESTED AND INFLUENTIAL GROUPS AND INDIVIDUALS SUCH AS ROTARY GROUPS AND LOCAL ELECTED OFFICIALS.

    Expenses $1,277,418 · Grants $300,652

  • MEDIA RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION TO THE CITIZENS OF PENNSYLVANIA BY REACHING OUT TO REPORTERS, EDITORS, AND PRODUCERS IN PRINT AND BROADCAST MEDIA.

    Expenses $1,085,805

As filed on the 2022 return.

Listed in Part VII

  • George Gh Coates Jr

    DIRECTOR & CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Gerard Alexander

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Devon E Liddell

    DIRECTOR/SECRETARY(RESIGNED 5/3/23)

    Total calculated
    $0
    Hours/week
    1

  • C Bruce Kern II

    DIRECTOR/SECRETARY(EFFECTIVE 5/3/23)

    Total calculated
    $0
    Hours/week
    1

  • Sarah Y Simkiss

    DIRECTOR (EFFECTIVE 9/15/23)

    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

  • William E Sordoni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen L Bloom

    VICE PRESIDENT

    Total calculated
    $239,809
    From this org
    $209,802
    From related orgs
    $0
    Other
    $30,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,617
    Bonus
    $28,185
    Other
    $0
    Deferred
    $8,650
    Nontaxable benefits
    $21,357
    Filer's total
    $239,809

  • Nathan A Benefield

    SENIOR VICE PRESIDENT

    Total calculated
    $205,263
    From this org
    $191,487
    From related orgs
    $0
    Other
    $13,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,750
    Bonus
    $28,737
    Other
    $0
    Deferred
    $7,805
    Nontaxable benefits
    $5,971
    Filer's total
    $205,263

  • Charles F Mitchell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Jennifer T Stefano

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Mark R Wilson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    40

  • Erik M Telford

    SENIOR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Kelsey Philie

    DIRECTOR OF MARKETING

    Total calculated
    $154,686
    From this org
    $148,736
    From related orgs
    $0
    Other
    $5,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,736
    Bonus
    $20,000
    Other
    $0
    Deferred
    $5,950
    Nontaxable benefits
    $0
    Filer's total
    $154,686

  • Abbey Haslam

    DIRECTOR OF GOVERNMENT AFFAIRS

    Total calculated
    $134,877
    From this org
    $116,458
    From related orgs
    $0
    Other
    $18,419
    Hours/week
    40

  • James Miller

    DIGITAL MARKETING DIRECTOR

    Total calculated
    $126,944
    From this org
    $122,062
    From related orgs
    $0
    Other
    $4,882
    Hours/week
    40

  • Elizabeth Stelle

    DIRECTOR OF POLICY ANALYSIS

    Total calculated
    $125,310
    From this org
    $120,490
    From related orgs
    $0
    Other
    $4,820
    Hours/week
    40

  • Kevin Kane

    DIRECTOR OF LEGISLATIVE STRATEGY

    Total calculated
    $113,309
    From this org
    $100,302
    From related orgs
    $0
    Other
    $13,007
    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
2022
Filed
19 July 2024
IRS schema version
2022v5.0
Source object
202412049349300041

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