Totals
- Total revenue
- $4,798,375
- Total expenses
- $3,646,640
- Contributions and grants received
- $45,780
- Grants paid
- $0
- Program service revenue
- $4,575,781
- Investment income
- $176,814
- Other revenue
- $0
- Total assets, end of year
- $17,456,124
- Total liabilities, end of year
- $2,295,173
- Net assets or fund balances, end of year
- $15,160,951
- Program services expenses (Part IX)
- $2,872,894
- Management and general expenses
- $416,825
- Fundraising expenses
- $356,921
- Program service expenses (Part III)
- $2,872,894
Program services were 78.8% 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.
-
1e · Government grants (contributions)
$45,780
-
2a · Program service revenue: Capital to Capital Exchan
total $946,540 · related or exempt $946,540
-
2b · Program service revenue: Membership Dues & Assessm
total $3,626,666 · related or exempt $3,626,666
-
2c · Program service revenue: Ripon Forum Subscriptions
total $2,575 · related or exempt $2,575
-
3 · Investment income
total $234,346 · excluded $234,346
-
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 $1,760,019
-
7b · Less cost or other basis and sales expenses
securities $1,816,975 · other assets $576
-
7c · Gain or loss
securities -$56,956 · other assets -$576
-
7d · Net gain or loss
total -$57,532 · related or exempt -$576 · excluded -$56,956
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
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 $461,001 · program services $305,723 · management and general $71,216 · fundraising $84,062
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,011,722 · program services $670,765 · management and general $156,275 · fundraising $184,682
-
8 · Pension plan contributions
total $73,747 · program services $49,103 · management and general $11,412 · fundraising $13,232
-
9 · Other employee benefits
total $43,418 · program services $28,909 · management and general $6,719 · fundraising $7,790
-
10 · Payroll taxes
total $82,396 · program services $54,862 · management and general $12,750 · fundraising $14,784
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $3,732 · management and general $3,732
-
11c · Fees: accounting
total $48,239 · management and general $48,239
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $47,285 · management and general $47,285
-
11g · Fees: other
total $13,628 · program services $1,500 · management and general $12,128
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $48,060 · program services $34,177 · management and general $7,142 · fundraising $6,741
-
14 · Information technology
total $129,932 · program services $122,937 · management and general $3,239 · fundraising $3,756
-
15 · Royalties
total $0
-
16 · Occupancy
total $72,092 · program services $48,001 · management and general $11,156 · fundraising $12,935
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,434,687 · program services $1,416,807 · management and general $9,531 · fundraising $8,349
-
20 · Interest
total $334 · management and general $334
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $34,083 · program services $22,694 · management and general $5,274 · fundraising $6,115
-
23 · Insurance
total $13,549 · program services $9,021 · management and general $2,097 · fundraising $2,431
-
24a · Other expenses: Printing and Publications
total $74,480 · program services $72,858 · management and general $751 · fundraising $871
-
24b · Other expenses: dues & subscriptions
total $29,480 · program services $19,629 · management and general $4,562 · fundraising $5,289
-
24c · Other expenses: Postage and Shipping
total $15,971 · program services $15,613 · management and general $166 · fundraising $192
-
24d · Other expenses: communications
total $5,692 · fundraising $5,692
-
24e · All other expenses
total $3,112 · program services $295 · management and general $2,817
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,776,278 · end of year $2,257,754
-
2 · Savings and temporary cash investments
beginning of year $8,348,638 · end of year $8,384,506
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $323,193 · end of year $231,988
-
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 $383,292 · end of year $367,300
-
10a · Land, buildings and equipment: cost or other basis
$171,835
-
10b · Land, buildings and equipment: accumulated depreciation
$129,766
-
10c · Land, buildings and equipment, net
beginning of year $60,628 · end of year $42,069
-
11 · Investments: publicly traded securities
beginning of year $6,753,601 · end of year $6,074,281
-
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
beginning of year $10,279 · end of year $98,226
-
17 · Accounts payable and accrued expenses
beginning of year $513,777 · end of year $528,724
-
19 · Deferred revenue
beginning of year $2,281,683 · end of year $1,754,250
-
25 · Other liabilities
beginning of year $80,408 · end of year $12,199
-
27 · Net assets without donor restrictions
beginning of year $14,780,041 · end of year $15,160,951
Mission and programs · 2022
Mission
To provide a forum for the discussion of policy issues and mechanism for research into those issues; to promote general welfare of people of the community.
-
Public Policy and Dialogue: Providing facilities for the furtherance of awareness on public policy. The Society holds forums to present timely discussions on national and international issues of concern to policy makers and members, or to build upon policy discussions from the most recent Capital to Capital exchange, in Madrid, Spain. Discussions are held in Washington, DC and bring together experts to address the group and include an exchange of ideas. In 2022, we held 35 in person events and 5 zoom webinars with vigorous discussion and participation by the attendees. We organized policy tours in Austin, Texas, and Los Angeles, California.
Expenses $2,290,140
-
Ripon Forum Publication: Publication of a magazine, papers and educational videos addressing issues of public policy.
Expenses $582,754
As filed on the 2022 return.
Listed in Part VII
-
James K Conzelman
President & CEO
- Total calculated
- $791,869
- From this org
- $743,814
- From related orgs
- $0
- Other
- $48,055
- Hours/week
- 30
Schedule J breakdown matched by us
- Base
- $522,958
- Bonus
- $220,856
- Other
- not reported
- Deferred
- $47,000
- Nontaxable benefits
- $1,055
- Filer's total
- $791,869
-
Terri McIntosh
Membership Dir
- Total calculated
- $327,214
- From this org
- $288,383
- From related orgs
- $0
- Other
- $38,831
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,383
- Bonus
- $75,000
- Other
- not reported
- Deferred
- $25,000
- Nontaxable benefits
- $13,831
- Filer's total
- $327,214
-
Louis Zickar
Communications Dir
- Total calculated
- $315,475
- From this org
- $278,305
- From related orgs
- $0
- Other
- $37,170
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,305
- Bonus
- $75,000
- Other
- not reported
- Deferred
- $25,000
- Nontaxable benefits
- $12,170
- Filer's total
- $315,475
-
Julia Wilkie
Special Assistant
- Total calculated
- $190,946
- From this org
- $175,267
- From related orgs
- $0
- Other
- $15,679
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,267
- Bonus
- $50,000
- Other
- not reported
- Deferred
- $15,000
- Nontaxable benefits
- $679
- Filer's total
- $190,946
-
Stephen Jackson
Policy Director
- Total calculated
- $151,911
- From this org
- $134,877
- From related orgs
- $0
- Other
- $17,034
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $94,877
- Bonus
- $40,000
- Other
- not reported
- Deferred
- $11,000
- Nontaxable benefits
- $6,034
- Filer's total
- $151,911
-
Joanna McIntosh
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Bill Bailey
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Kaya Singleton
Director
- Total calculated
- $0
- Hours/week
- 5
-
Chris Herndon
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Jim Murtha
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Joanna Foust
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.1
-
Paul Redifer
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Dawson Hobbs
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Don Carlson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Greg Polk
Secretary
- Total calculated
- $0
- Hours/week
- 0.1
-
Beverly Marshall
Chairman
- Total calculated
- $0
- Hours/week
- 0.25
-
Rachel Robinson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Dan Roehl
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
John Sampson
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Sam Lancaster
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
John T O'Rourke
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Bob Rusbuldt
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Molly Ryan
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Bobby Thomson
Treasurer
- Total calculated
- $0
- Hours/week
- 0.1
-
John Timmons
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Ralph Hellmann
Director
- Total calculated
- $0
- Hours/week
- 0.1
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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
The filer's explanations (Part III)
- Part I, Line 1a: Relevant information in regards to selections on 1a.
- The organization pays dues for the President/CEO's membership in a 501(c)(7) social club. The organization utilizes membership in the club for policy and educational events, as well as fundraising and membership development.
- Part III, Additional Information
- Schedule J Part II:Compensation shown on Schedule J is the gross compensation reported on form W-2 for the year, as required by Form 990 instructions. This compensation varies from the compensation reported on Form 990 Part IX because a portion of the compensation paid in the current year and reported on the Form W-2 was reimbursed by another organization for which some Ripon employees provide services. The Ripon Society acts as common paymaster for both organizations.
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
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333179349306843
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