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Nonprofiteer
← INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC

Form 990 for tax year 2022

Filed by INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 27 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed under a different title

  • DOROTHY WILLIAMS: SECRETARY UNTIL DECEMBER 2022 then SECRETARY UNTIL 12/28/2022
  • MICHELLE MILLER: TRUSTEE / COO then SECRETARY AS OF 1/1/2023 / COO
  • ROBERT CUMMINGS: SECRETARY AS OF JANUARY 2023 then SECRETARY 12/28/2022 - 12/31/2022

Totals

Total revenue
$43,753,714
Total expenses
$43,854,675
Contributions and grants received
$43,015,297
Grants paid
$12,430,320
Program services expenses (Part IX)
$37,244,700
Management and general expenses
$6,609,975
Fundraising expenses
$0
Program service expenses (Part III)
$37,244,700

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GINA W HARTSFIELD

    BOARD CHAIR / TREASURER

    Total calculated
    $279,716
    From this org
    $216,685
    From related orgs
    $0
    Other
    $63,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,685
    Bonus
    $0
    Other
    $0
    Deferred
    $44,979
    Nontaxable benefits
    $18,052
    Filer's total
    $279,716

  • RICK S GREGORY

    BOARD VICE-CHAIR

    Total calculated
    $230,136
    From this org
    $171,367
    From related orgs
    $0
    Other
    $58,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,367
    Bonus
    $0
    Other
    $0
    Deferred
    $36,225
    Nontaxable benefits
    $22,544
    Filer's total
    $230,136

  • ROBERT CUMMINGS

    SECRETARY AS OF JANUARY 2023

    Total calculated
    $7,731
    From this org
    $5,031
    From related orgs
    $0
    Other
    $2,700
    Hours/week
    1.5

  • LEHEW W MILLER

    TRUSTEE / PRESIDENT & CEO

    Total calculated
    $215,502
    From this org
    $164,301
    From related orgs
    $0
    Other
    $51,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,301
    Bonus
    $0
    Other
    $0
    Deferred
    $34,177
    Nontaxable benefits
    $17,024
    Filer's total
    $215,502

  • ADAM LEHMANN

    TRUSTEE / CIO

    Total calculated
    $238,724
    From this org
    $178,757
    From related orgs
    $0
    Other
    $59,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,257
    Bonus
    $12,500
    Other
    $0
    Deferred
    $37,776
    Nontaxable benefits
    $22,191
    Filer's total
    $238,724

  • MICHELLE MILLER

    TRUSTEE / COO

    Total calculated
    $217,044
    From this org
    $170,232
    From related orgs
    $0
    Other
    $46,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,982
    Bonus
    $1,250
    Other
    $0
    Deferred
    $34,257
    Nontaxable benefits
    $12,555
    Filer's total
    $217,044

  • DAN ISOM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL RAMAGE

    TRUSTEE

    Total calculated
    $162,274
    From this org
    $132,305
    From related orgs
    $0
    Other
    $29,969
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $126,055
    Bonus
    $6,250
    Other
    $0
    Deferred
    $27,034
    Nontaxable benefits
    $2,935
    Filer's total
    $162,274

  • D DOUGLAS BODRERO

    TRUSTEE UNTIL DECEMBER 2022

    Total calculated
    $3,384
    From this org
    $1,994
    From related orgs
    $0
    Other
    $1,390
    Hours/week
    1.5

  • DOROTHY WILLIAMS

    SECRETARY UNTIL DECEMBER 2022

    Total calculated
    $1,080
    From this org
    $0
    From related orgs
    $0
    Other
    $1,080
    Hours/week
    1

  • EMORY WILLIAMS

    TRUSTEE UNTIL MAY 2023

    Total calculated
    $1,850
    From this org
    $480
    From related orgs
    $0
    Other
    $1,370
    Hours/week
    2

  • KERRY WILLIAMS

    TRUSTEE UNTIL JULY 2023

    Total calculated
    $0
    Hours/week
    0.25

  • KATHLEEN T MASTERSON

    CFO / TREASURER

    Total calculated
    $219,497
    From this org
    $167,382
    From related orgs
    $0
    Other
    $52,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,382
    Bonus
    $0
    Other
    $0
    Deferred
    $34,568
    Nontaxable benefits
    $17,547
    Filer's total
    $219,497

  • MEENA HARRIS

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $196,288
    From this org
    $142,850
    From related orgs
    $0
    Other
    $53,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,225
    Bonus
    $625
    Other
    $0
    Deferred
    $31,148
    Nontaxable benefits
    $22,290
    Filer's total
    $196,288

  • R CLAY JESTER

    CHIEF TECHNOLOGY OFFICER/SENIOR VICE PRESIDENT

    Total calculated
    $193,909
    From this org
    $141,217
    From related orgs
    $0
    Other
    $52,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,217
    Bonus
    $0
    Other
    $0
    Deferred
    $30,635
    Nontaxable benefits
    $22,057
    Filer's total
    $193,909

  • PATRICIA D HODGES

    SENIOR VICE PRESIDENT/SENIOR MANAGER

    Total calculated
    $209,772
    From this org
    $159,294
    From related orgs
    $0
    Other
    $50,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,294
    Bonus
    $10,000
    Other
    $0
    Deferred
    $33,383
    Nontaxable benefits
    $17,095
    Filer's total
    $209,772

  • THOMAS L'ESPEARANCE

    SENIOR RESEARCH ASSOCIATE/SENIOR MANAGER

    Total calculated
    $175,789
    From this org
    $144,281
    From related orgs
    $0
    Other
    $31,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,281
    Bonus
    $0
    Other
    $0
    Deferred
    $28,856
    Nontaxable benefits
    $2,652
    Filer's total
    $175,789

  • DONNA LINDQUIST

    SENIOR VP/SENIOR RESEARCH MANAGER/SENIOR MANAGER

    Total calculated
    $184,128
    From this org
    $142,837
    From related orgs
    $0
    Other
    $41,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,837
    Bonus
    $10,000
    Other
    $0
    Deferred
    $28,865
    Nontaxable benefits
    $12,426
    Filer's total
    $184,128

  • JENNIFER SKINNER

    SENIOR RESEARCH ASSOCIATE

    Total calculated
    $186,707
    From this org
    $140,436
    From related orgs
    $0
    Other
    $46,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,436
    Bonus
    $0
    Other
    $0
    Deferred
    $29,574
    Nontaxable benefits
    $16,697
    Filer's total
    $186,707

  • SARAH CHERVENAK

    SENIOR RESEARCH ASSOCIATE

    Total calculated
    $169,922
    From this org
    $140,139
    From related orgs
    $0
    Other
    $29,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,764
    Bonus
    $4,375
    Other
    $0
    Deferred
    $28,028
    Nontaxable benefits
    $1,755
    Filer's total
    $169,922

  • DANIEL STUMP

    SENIOR RESEARCH ASSOCIATE

    Total calculated
    $188,666
    From this org
    $136,497
    From related orgs
    $0
    Other
    $52,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,497
    Bonus
    $0
    Other
    $0
    Deferred
    $29,864
    Nontaxable benefits
    $22,305
    Filer's total
    $188,666

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 — 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS AIRFARE BASED ON DOCTOR RECOMMENDATION FOR EMPLOYEE OR WHEN ONLY FIRST CLASS SEATS ARE AVAILABLE.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2024
IRS schema version
2022v5.0
Source object
202402229349300410

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.