Page 1 of 40

 

[e?Ie GRAPHIC print - Do NOT PROCESS DATA Production 

DLN: 93493317036889'

 

OMB No. 1545-0047

Return of Organization Exempt From Income Tax

Under section 5010:), 52?, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Form990


2018

amt of the Tm
Inhmal Revenue Savior:

 

3' Do not enter social security numbers on this form as it may be made public.

it Go to for instructions and the latest Information. Upon to Public

llihp?tli??

 

 

A For the 2019 calendar weart or tax year beginning 01-01?2015 and ending 12-31-2013

 

8 Check if applicable:
El Address change

Name of omanizotiun
THE CE m3 FOR ORGANIZATIONAL 
AND EDUCATION

 

Employer identi?cation number

2643006579

?3 Name change

 

Doing business as

El lmtlal return SEE SCHEBULE 

Final ntumrmnunm

 

 

Amended return
13 Application vending.

Number and stmet (or Pro. box if mail is not delivered to street address)
1090 VERMONT AVE NW N0 800

 



Telephone number

(202) 420-7871

 

City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC 20005

 

Gross receipts 2,745,723

 


Name and address of princlpal officer:
RICHARD BERMAN
1090 VERMONT AVE NW N0 800
WASHINGTON, DC 20005

 

H(a) Is this a group return for

 

I 501(cj( Iarinsartm.) a El 527

subordinates? DYes ?No
Areallsubordlnates
at included? [Eyes Eh?

If attach a list. (see instructions)

 

WebsiteIh SEE SCHEDULED

Group exemption number It

 

 

KForm oforganiza?ton: Comoraton [3 Trust Assadation Other?

Year of fonnation: 2002 State of legal domicile: Dc

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part3 Summary
1 Brie?y describe the organization?s mission or most signi?cant activities:
RESEARCH AND EDUCATION ON ISSUES RELATED TO CONSUMER CHOICES AND THE COMMUNITY (CONTINUED) ATTACKING
in; THOSE PROVIDING EDUCATIONAL INFORMATION TO THE MEDIA AND THE GENERAL PUBLIC.


a 2 Checkthis box 3" Cl if the organization discontinued im operatlons or disposed of more than 25% of its net assets.
:6 3 Number of voting members ofthe. governing body [Part VI, line 1aNmnber of independent voting members of the governing body [Part VI, line 1bTotal number of indivlduals employed in calendar year 2018 (Part V, line 2aTotal number of volunteers {estimate if necessaryTotal unrelated business revenue from Part column (C), line Net unrelated business taxable income flora Form QQO-T, line Prior Year Current Year
3 8 Contributions and grants (Part line 1h2,825,618 2,743,253
9 Program service revenue line 297,444 3,067
10 Inve?ment income (Ear! Vlli, column (A), lines Other revenue {PartVliL column lines 5. 6d, 8c, 9c, 10c, and 11a) 0 0
12 Total revenue?add Imago through 11 (must aqua: Part column (A), line 12) 33.334.11.73 2346323
13 Grants and similar amounts paid (Part IX, column (A), llnBene?ts paid to or for members (Part 1X, column (A), line Salaries, other compensation, employee bene?ts (Part IX, column (A), lines 5?10) 1,443,158 1,282,057
8 163 Professional fundraising fees (Part IX. column (A), line 11aTotal fundralsiag expenses (Part IX, column (03,1lne 25) $22,01?
til 17 Other expenses (Part lX, column (A), lines lla?Ild, 11f?24e) . . . . 1,654,116 1,392,932
18 Total expenses. Add lines 13?17 (must equal Part IX. column line 25) 3,057,274 2,679,989
19 Revenue less expenses. line 18 from line -262,9l11 66,734
3 - Beginning of Current Year End of Year
all 
to 26 Total assets (Part X, line 162,240,358 2,341,530
:2 21 Total liabilities (PMX, line. 25512,458 546,896
22 Net assets or fund baiames. Subtract line 21 from llne 26 . 1.721900 1.794.634
Part if Signature Block
:l/eup.eps.irs. 1/1 6/2020

Page 2 of 40

Under penalties of perjury, I declare that I have examined this return. induding accompanying schedules and statements, and to the: best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer {other than of?cer) is based on all Information of which preparer has
any knowledge.

 

 

 

 

 

 

 

 

 

 

 

 

 

2019-11-05
Sign Sinnatum of u? {er Date
Here LANE CAHDWELL 
we at name and title
preparer?s name Preparers 9:9 natural Date 
(mack If 900748038
Pald self?emnlwed
U59 On Flrm's )9 11200 ROCKVILLE PIKE suns 400 phone no. (301) 539.9090
Emma, MB 20852
May the IRS discuss this return with the preparer shown above? (see instructionsFor Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 1123?? Form 990 (2913}

di/proxy/printSub 1/ 16/2020

. Page 3 of40
Form 990 (2018)
Part Statement of Program Service Accomplishments

Page 2

Check if Schedule 0 contains a response or note to any line in this Part . . . . . . . . . .
1 Briefly describe the organization's mission:

TO EDUCATE THE PUBLIC ON CONSUMER ISSUES, INCLUDING THOSE RELATED TO GOVERNMENT REGULATIONS, ESPECIALLY THOSE RELATED TO
PRODUCT TO EDUCATE THE PUBLIC ABOUT ORGANIZATIONS THAT WORK ON ISSUES RELATED TO PUBLIC POLICIES ESPECIALLY THOSE
WORKING TO INCREASE (CONTINUED) GOVERNMENT REGULATION AND ELIMINATE CONSUMER TO EDUCATE THE PUBLIC ABOUT
ORGANIZATIONS THEIR FUNDING SOURCES AND THEIR PROGRAM ACTIVITIES.

 

 

 

2 Did the organization undertake any significant program services during the year which Were not listed on
thepriorForm9900r990-EZ"Yes," describe these new services on Schedule 0.

3 Did the organization cease conducting, or make significant changes in how it conducts, any program
mYesmNo
If "Yes," describe these changes on Schedule 0.

Describe the organization? 5 program service accomplishments for each of its three largest program services as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses,
and revenue, if any, for each program service reported.

 

4a (Code: (Expenses 35 2,174,775 including grants of (Revenue 2,190)

MAINTAINED HUMANEWATCH. ORG, A WATCHDOG PROJECT T0 EDUCATE THE PUBLIC ABOUT THE HUMANE SOCIETY OF THE UNITED STATES (HSUS), ITS
MISLEADING FUNDRAISING PRACTICES, ITS DISMAL TRACK RECORD OF SUPPORTING PET SHELTERS AND ITS SUPPORT OF A RADICAL ANIMAL RIGHTS AGENDA.
HUMANEWATCH ALSO HIGHLIGHTED THE SEXUAL HARRASSMENT SCANDAL THAT LED TO THE RESIGNATION OF HSUS CEO RESEARCHED VOLUMES OF HSUS-
RELATED DOCUMENTS, INCLUDING FEDERAL TAX FORMS, CORRESPONDENCE, NEW ARTICLES, LEGAL AND GOVERNMENT DOCUMENTS, HSUS PUBLICATIONS, AND
OTHER RECORDS, WHICH THE ORGANIZATION PUBLISHES ON A DYNAMIC WEBSITE THAT GETS MORE THAN 500,000 VISITORS A YEAR. PRODUCED AND PLACED
NATIONWIDE ADVERTISING TO EDUCATE DONORS AND THE PUBLIC ABOUT HSUS. SENT DIRECT MAIL TO MORE THAN 3 MILLION ANIMAL CHARITY DONORS.
PROVIDED BLOG UPDATES AND DIRECT MAIL ON RESEARCH FINDINGS TO EDUCATE THE PUBLIC. EDUCATED MORE THAN HALF A MILLION FACEBOOK FANS AND
TWITTER FOLLOWERS. WROTE AND DISTRIBUTED PRESS RELEASES, OPINION EDITORIALS, AND TO THE EDITOR TRIGGERING COVERAGE IN 
AND NEWS OUTLETS. PROVIDED EDUCATIONAL INFORMATION ABOUT HSUS T0 FEDERAL AND STATE LEGISLATORS AND STAFF. MAINTAINED THE
WEBSITE AND SOCIAL MEDIA PRESENCE OF INCLUDING RESEARCH T0 UPDATE THE INFORMATION ABOUT PRACTICE OF
PET EUTHANIZATION. PROMOTED THE WEBSITE WITH PRESS RELEASES, OPINION EDITORIALS, AND LEITERS TO THE EDITORS, RESULTING IN COVERAGE IN
MEDIA PUBLICATIONS. PETAKILLSANIMALS.COM RECEIVED MORE THAN 313,000 VISITS IN 2018.

 

 

4b (Code: (Expenses 202,606 Including grants of (Revenue 

MAINTAINED THE CENTER FOR ACCOUNTABILITY IN SCIENCE (CA5), WHICH EDUCATES THE PUBLIC BY DEBUNKING THE JUNK SCIENCE BEHIND THE MANY NEWS
STORIES THAT BOMBARD CONSUMERS, HELPS PRESENT A BALANCED VIEW OF THE SCIENCE BEHIND THESE CLAIMS, AND EXAMINES THE ORGANIZATIONS
RELEASING THESE REPORTS TO SCARE CONSUMERS. RESEARCHED AND PRODUCED EDUCATIONAL VIDEOS AND BLOG POSTS 0N ACCOUNTABLESCIENCE.COM
AND DISTRIBUTED THROUGH SOCIAL MEDIA ON FACEBOOK, TWITTER, AND YOUTUBE PRESENCE. IN 2018, NEARLY 100,000 VISITORS WENT TO THE SITE. CAS
SPECIFICALLY HIGHLIGHTED ISSUES WITH PROP 65 LAW. PROMOTED CAS THROUGH EMAIL NEWSLETTERS. PROVIDED EDUCATIONAL
INFORMATION ON SCIENTIFIC ISSUES TO FEDERAL AND STATE LEGISLATORS AND STAFF.

 

 

4: (Code: (Expenses 133,707 including grants of$ (Revenue 

MAINTAINED THE DYNAMIC WEBSITE CONSUMERFREEDOM.COM, EDUCATING THE PUBLIC, POLICYMAKERS, AND THE MEDIA 0N ISSUES RELATED TO PUBLIC
CHOICE ON FOOD, BEVERAGE, AND OTHER CONSUMER ISSUES. RESEARCHED AND POSTED BLOG POSTS ON ISSUES RELATED TO CONSUMER CHOICE. PROMOTED
CONSUMER CHOICE ISSUES ON SOCIAL MEDIA PLATFORMS. PRODUCED AND PLACED REGIONAL EDUCATIONAL ADVERTISEMENTS. WROTE AND PUBLISHED PRESS
RELEASES, LETTERS TO THE EDITOR AND OPINION EDITORIALS IN NATIONAL AND REGIONAL NEWS PUBLICATIONS ON TOPICS RELATED TO OBESITY, FOOD
CHOICES, AND OTHER CONSUMER ISSUES RESULTING IN NATIONWIDE COVERAGE.

 

 

(Code: (Expenses 35,733 including grants of (Revenue 877 

MAINTAINED THE ENVIRONMENTAL POLICY ALLIANCE PROJECT (INCLUDING BIGGREENRADICALS.COM, EPAFACTS.COM, AND GREENDECOYS.COM) WHICH
EDUCATES THE PUBLIC ABOUT ENVIRONMENTAL ACTIVISTS, THEIR AGENDAS AFFECTING CONSUMER CHOICES, THEIR DEEP CONNECTIONS WITH GOVERNMENT
AGENCIES, THEIR FUNDING SOURCES, AND MANY OF THEIR TACTICS INVOLVING ESTABLISHING FRONT GROUPS. ENGAGED IN ISSUE RESEARCH, PROVIDING
INFORMATION ON ENVIRONMENT-RELATED ISSUES VIA MULTIPLE WEBSITES, REGULARLY UPDATED BLOGS, TRADITIONAL MEDIA OUTREACH, SOCIAL MEDIA
CAMPAIGNS, AND PRODUCING AND DISTRIBUTING ONLINE VIDEOS. COLLECTIVELY THE WEBSITES ATTRACTED NEARLY 100,000 VISITORS IN 2013.

 

 

(Code: (Expenses 5,959 including grants of (Revenue 

MAINTAINED THE ACTIVISTFACTS.COM WEBSITE. CONTINUED RESEARCHING, PRODUCING, AND UPDATING IN-DEPTH PROFILES OF ORGANIZATIONS,
CELEBRITIES, FOUNDATIONS, AND KEY PLAYERS ACTIVE IN PUBLIC POLICY DEBATES. IN 2018 MORE THAN A QUARTER MILLION VISITORS CAME T0
ACTIVISTFACTS.COM.

 

 

4d Other program services (Describe in Schedule 0.)
(Expenses 41,692 including grants of (Revenue 877 
4e Total program service expenses? 2,552,780

 

Form 9901:2013)

1/16/2020

Form 990 (2018)
Part IV Checklist of Required Schedules

Page 4 of 40

Page the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete


Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 5% .

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If ?Yes," complete Schedule C, Partl Section 501(c)(3) organizations.

Did the organization engage in lobbyin activities, or have a section 501(h) election in effect during the tax year?

If "Yes," complete Schedule C, Part the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98?19?

If "Yes," complete Schedule Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
to provide advice on the distribution or investment of amounts in such funds or accounts?

If ?Yes," complete Schedule D, ParIDid the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If ?Yes," complete Schedule D, Part ll . . .

Did the organization maintain collections of works of art, historical treasures, or other similar assets?

If "Yes," complete Schedule D, Part ill . . . . . . . . . . . . .

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian
for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation
services?If "Yes," complete Schedule D, Part . . . .Did the organization, directly or through a related organization, hold assets in temporaril restricted endowments,
permanent endowments, or quasi-endowments? If ?Yes," complete Schedule D, Part . . . .

If the organization' 5 answer to any of the following questions is ?Yes, then complete Schedule D, Parts VI, VII, IX,
or as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10?

If"Yes,? complete Schedule D, Part . . . . . . . . . . . . . . . . .

Did the organization report an amount for investments?other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Vii . . . . . .

Did the organization report an amount for investments?program related in Part X, line 13 that is 5% or more of its
total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part 'Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, line 16? If ?Yes," complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Pan?X 

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization?s liability for uncertain tax positions under FIN 48 (ABC 740)? If "Yes," complete Schedule D, Pan?X?

Did the organization obtain separate, independent audited financial statements for the tax year?

If "Yes," complete Schedule D, Parts Was the organization included in consolidated, independent audited financial statements for the tax year?

If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Is the organization a school described in section If "Yes," complete Schedule 

Did the organization maintain an office, employees, or agents outside of the United States? . . . .

Did the organization have aggregate revenues or expenses of more than $10, 000 from grantmaking, fundraising,
business, investment, and program service activities outside the United States, or aggregate foreign investments
valued at $100, 000 or more? If ?Yes, complete Schedule F, PartsI and Did the organization report on Part IX, column (A), line 3, more than 000 of grants or other assistance to or for any
foreign organization? If ?Yes,?compiete Schedule F, Parts Did the organization report on Part IX, column (A), line 3, more than 000 of aggregate grants or other assistance to
or for foreign individuals? If "Yes, complete Schedule F, Parts and IV. .

Did the organization report a total of more than $15, 000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If ?Yes," complete Schedule G, Pan? l(see instructions) . . . .

Did the organization report more than $15, 000 total of fundraising event gross income and contributions on Part 
lines 1c and 8a? If ?Yes," complete Schedule G, Pan?Did the organization report more than $15, 000 of gross income from gaming activities on Part line 9a? If ?Yes, 
completeScheduleG,PartiIi . . . . . . . . . . . . . . . . .

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule . . . .

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic
government on Part IX, column (A), line 1? If "Yes, ?complete Schedule I, PartsIand II . . . . .

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX,
column (A), line 2? If ?Yes,"compiete Schedule I, Parts Form 990 (2018}

1/16/2020

Page 5 of40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2018) Page 4
Part IV Checklist of Required Schedules (continued)
Yes No
23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization? 5 current
and former officers, directors, trustees, key employees, and highest compensated employees? If ?Yes, complete 23 N0

24a Did the organization have a tax- exempt bond issue with an outstanding principal amount of more than $100, 000 as of
the last day of the year, that was issued after December 31, 2002? If ."Yes, ?answer lines 2417 through 24d and
complete Schedule If "N0,?go to llne 25a . . . . . . . . . . . 24a No
Did the organization invest any proceeds of tax~exempt bonds beyond a temporary period exception? . 
24
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax- -exempt bondsDid the organization act as an "on behalf of? issuer for bonds outstanding at any time during the year? . . . 24d
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," 
complete Schedule L, Padl . . . . . . . . . . . . 25a 0
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization' 5 prior Forn?s 990 or 990- 25b No
If"Yes,,"completeScheduleL PartlDid the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 26 No
If ?Yes,? complete Schedule L, Part Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member 27 No
of any of these persons? If "Yes," complete Schedule Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, or key employee? If ?Yes, complete Schedule L,
28a No
A family member of a current or former officer, director, trustee, or key employee? If "Yes, complete Schedule L,
28b No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an 
officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . . 28C es
29 Did the organization receive more than $25,000 in non?cash contributions? If "Yes," complete Schedule . . 29 No
30 Did the organization receive contributions of art, historical treasures, or other sim Iar assets, or qualified conservation
contributions? If "Yes," complete Schedule . . . . . . . . . . . . . 30 ND
31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, . No
31
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its ret assets?
If "Yes, complete Schedule N, Peri Did the organization oWn 100% of an entity disregarded as separate from the organization under Regulations sections
301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, PanWas the organization related to any tax-exempt or taxable entity? If "Yes,? complete Schedule R, Pan353 Did the organization have a controlled entity within the meaning of section 512(b)(13)? 353 No
If ?Yes? to line 353, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)? If "Yes," complete Schedule Section 501(c)(3) organizations. Did the organization make any transfers to a?I exempt non-charitable related
organization? If ?Yes," complete Schedule R, Part V, line Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that
is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule R, Pad 37 NO
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note. 
All Form 990 filers are required to complete Schedule 0Partv Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this PanV . . 
Yes No
la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable . . 1a 21
Enter the number of Forms W-2G included in line 1a.Enter -0- if not applicable . 1b 0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winnersYes

 

 

 

 



Form 990 (2018)

1/16/2020

Page 6 of40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2018) Page 5
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by
23 1
If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2'3 Yes
Note.1f the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year?Yes," has it filed a Form 990-T for this year?If "No? to line 3b, provide an explanation in Schedule any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a 4a No
financial account in a foreign country (such as a bank account, securities account, or other financial account)? . .
If "Yes," enter the name of the foreign country: 3-
See instructions for filing requirements for Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . 5a No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b No
If "Yes," to line 5a or 5b, did the organization file Form . . . . . . . . . . .
5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization 6a No
solicit any contributions that were not tax deductible as charitable contributions? . . .
If ?Yes," did the organization include with every solicitation an express statement that such contributions or gifts were
6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services 7a No
providedtothepayor"Yes," did the organization notify the donor of the value of the goods or services providedDid the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
7c No
If "Yes," indicate the number of Forms 8282 filed during the year . . . . 7d I
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . 7f No
9 If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as
79
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form
7h
8 Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the Sponsoring organization have excess business holdings at any time during

8
9a Did the sponsoring organization make any taxable distributions under section 4966? . . . 9a
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . 9b
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part line 12 . . . 10a
Gross receipts, included on Form 990, Pan line 12, for public use of club facilities 10b
11 Section 501(c)(12) organizations. Enter:
Gross income from members or shareholders . . . . . . . . . 11a
Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them11b
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in' lieu of Form 1041? 12a
If ?Yes," enter the amount of tax-exempt interest received or accrued during the year. 
12
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule 0. 13a
Enter the amount of reserves the organization is required to maintain by the states in
which the organization is licensed to issue qualified health plans . . . . 13b
Enter the amount of reserves on hand . . . . . . . . . . . . 13c
14a Did the organization receive any payments for indoor tanning services during the tax year"Yes," has it ?led a Form 720 to report these payments?If ?No, provide an explanation in Schedule 0 . . 14b
15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess
parachute payment(s) during the year? If "Yes," see instructions and ?le Form 4720, Schedule . . . . . 15 N0
16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If ?Yes," complete Form 4720, Scheduie . . . . . . . . . . . . . . . 15 N0

 

 

 

 



Form 990 (2018)

1/16/2020

Form 990 (2018)

Page 7 01?40

Page 6

 

Part VI Governance, Management, and Disclosure For each "has" response to lines 2 through fb below, and for a "No" response to lines

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ea. 8b, or 10b beiow, describe the circumstances, processes, or changes in Scheduie 0 See instructions
Check If Schedule 0 contains a response or note to any line in this Pad l2!
Section A. Governing Body and Management
Yes No
1a Enter the number of voting members of the governing body at the end of the tax year 1a 7
If there are material differences in voting rights among members of the governing
body, or if the governing body delegated broad authority to an executive committee or
similar committee, explain in Schedule 0.
Enter the number of voting members included in line 1a, above, who are independent
1b 6
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employeeDid the organization delegate control over management duties customarily performed by or under the direct supervision 3 Yes
of officers, directors or trustees, or key employees to a management company or other person? .
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . 4 N0
5 Did the organization become aware during the year of a significant diversion of the organization?s assets? 5 No
6 Did the organization have members or stockholdersDid the organization have members, stockholders, or other persons who had the power to elect or appoint one or more
members of the governing bodyAre any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or 7b No
persons other than the governing bodyDid the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following:
8a Yes
Each committee with authority to act on behalf of the governing bodythere any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If ?Yes," provide the names and addresses in Schedule Section B. Policies {This Section 5 requests information about poiicies not required by the fnternai Revenue Code.)
Yes No
10a Did the organization have local chapters, branches, or affiliates"Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes? 10b
113 Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the
No
Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. . . . . .
12a Did the organization have a written conflict of interest policy? If ?No, go to fine 13 . . . 12a Yes
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to
12bYes
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in
ScheduieOhowthiswasdoneDid the organization have a written whistleblower policyDid the organization have a written document retention and destruction policyDid the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official . . . . . . . . . . . 15a Yes
Other officers or key employees of the organization . . . . . . . . . . . . . . . . 15b Yes
If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions).
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxableentityduringtheyear"Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization?s exempt
status with respect to such arrangements16b

 

 

 

 

Section C. Disclosure
17 List the States with which a copy of this Form 990 is required to be filed?h




 

18 Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s
only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website El Another's website Upon request Other (explain in Schedule 0)

19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest
policy, and financial statements available to the public during the tax year.

20 State the name, address, and telephone number of the person who possesses the organization's books and records:
BERMAN 1090 VERMONT AVE NW 800 WASHINGTON, DC 20005 (202) 420-7871



Form 990 (2018)

1/16/2020

Page 8 of 40

Form 990 (2018) Page 7
Part Vii Compensation of Of?cers, Directors,Trustees, Key Employees, Highest Compensated Employees,
and Independent Contractors
check if Schedule 0 contains a response or note to any line in this Part VII . . . . . . . . . . 
Section A. Of?cers, Directors, Trustees, Key Employees, and Highest Compensated 

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization?s tax

year.
a List all of the organization?s current officers, directors. trustees (whether individuals or organizations), regardless of amount

of compensation. Enter in columns (D), (E), and (F) if no compensation was paid.

I List all of the organization?s current key employees, if any. See instructions for de?nition of ?key empioyee."

?at the organization?s ?ve current highest compensated employees (other than an of?cer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form w-2 andlor Box 7 of Form of more than from the
organization and any related organizations.

It List all of the organization?s former of?cers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any reiated organizations.

0: List all of the orga nization?s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; Institutional trustees; of?cers; key employees: highest
compensated empioyees; and former such persons.

[3 Check dos box if neither the organization nor any rotated organization compensated any current officer, director, or trustee.

 

 

 

 

 

 

 

 

 

(A) (C) (D) (F)

Home and Tide Average Position (do not check more Reportable Reportable Estimated
hours per than one box, unless person compensation compensation amount of other
week (fist is both an officer and a from the from related compensation
any hours director/trustee) organization organizations from the
for related 3 I .11 zrloasw organization and

organizations a MISC) related
below dotted a organizations
I 2% a
line(1) RICHARD BERMAN 1175
11,5513 0 0
PRESIDENT, EXEC. DIRECTOR
(2) i: LANE mowso. ?-15
508 ii 0
SECRETARY a 1REA5URERIDIRE
(3) JAMES ?-15
son a 
DIRECTOR
(4) koo anowne 
500 
DIRECTOR
(5) maria. MINDUS 0-19
It 500 
DIRECTOR
(5) RICHARD VERRECCHIA 
2 son a 
DIRECTOR
NELSON MARCHIOII "-19
500 0 
DIRECTOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 99!] (20:3)

1/1 6/2020

Page 9 of 40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2018) Page 8
Peri Vii Section A. Officers, DireiztorsJr Trustees, Key Employees, and Highest Compensated Employees (continued)
(A) (B) (C) (D) (Fl
Name and Title Average Position (do not check more Reportable Reportable Estimated
hours per than one box, unless person compensation compensation amount of other
week [list is both an of?cer and a from the from related Compensation
any hours directorltrustee) organization organizations from the
for related 211099-MISC) organization and
in
organizations 2 a. 5' 3% it] related
below dotted 5 0 0 71 1, 3 organizations
line] a 3 3 5'Totai from continuation sheets to Part Vii. Section A . . . . ii
dTotal (add lines and 1c14.550 0 0

 

 

 

 

2 Total number of individuals (including but not limited to those listed above} who received more than $100,000
of reportable compensation from the organization 0

 

 

 

 

Yes No

3 Did the organization list any former of?cer, director or trustee, key employee, or highest compensated employee on

line 1a? If ?Yes,? complete Schedule] for such individual . . . . For any individual listed on line la, is the sum of reportable compensation and other compensation from the

organization and related organizations greater than $150,000? If ?Yes, complete Schedule 1 for such

mdefdMDid any person listed on line 1a receive or aocrue compensation from any unreiated organization or individual for

services rendered to the organization?? ?Yes," complete Scheduielforsuch person . . . . . . . . 5 No

 

 

 

 

Section B. Independent Contractors

1 Complete this table for your ?ve highest compensated independent contractors that received more than $100,000 of compensation
from the organization. Report compensation for the calendar year ending with or within the organization?s tax year.

 

 

 

 

 

 

Mi (Ci
Name and address Description of semces Chmpensat on
RICHARD BERMAN AND COMPANY INC MGMT, ADVERTISING, RESEARCH 8x 1,264,696
ACCT FEES

1090 VERMONT AVE NW 300
WASHINGIGN. DC 20005
NBC UNIVERSAL LLC MEDIA ADVERTISING 182,750
30 RDCKEFELLER PLAZA
NEW YORK, NY 10112
FACEBOQK MEDIA ADVERTISING 151.05?
15161 COLIECTIONS CENTER DRIVE
Ci-tiGGiGt?J, IL 60593
KING STRATEGIC COMMUNICATIONS INC MEDIA ADVERTISING 155,350
750 CROSS POINTE RD SUITE 
CAHANNA, OH 43230
FOX NEWS NETWORK LLC MEDIA ADVERTISING 103,621
1211 6TH AVENUE 131' FLOUR
NEW TURF, NY 10035

 

 

 

:J/eupepa 1/ 1 6/202 0

Page 10 of 40

(A) (8) (?Cl
Name and busmess address Destriptinn of services Compensat 0n
2 Total number of Independent contractors (induding but not limited to those listed above) who recqived more than $100,000 of
compensation from the organization i? 5

 

Form 990 [2018}

1! 1 6/2020

 I

Page 11 of 40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Forin 990 (2018) Page 9
Part Vii! Statement of Revenue
Check if Schedule 0 contains a response or note to anv line in this Part Vii! . . . . . 
(H) (C) (D)
Total revenue Reiated or Unrelated Revenue
exempt busmess excluded from
Iunction revenue tax under sections
revenue 512 - 514
5 1a Federated campaigns . . 1a I
Membership dues . . 1b
(2 Fundraising events . . 1c
Related organizations I 
. 
3 Government grants (contributions) 13
gig Arlldotherlcontributions, gifts, grants,
a a simia'r amounts not indu ed
275' a above If amazes
Noncash contributions included
'5 in ?nes la - ms
a i 
II Total. Add lines 2,743,263
a Business Code
. 3,067 3,067
23 EXPEHSE REIMBURSEMENT 5 900099
a; 
?3 
a

i Ali other program service revenue.
3,657
gTotal. Add lines za?Investment income (including dividends, interest, and other 393
similar amountsIncome from investment of tax~exempt bond proceeds 3%

(I) Real {ii} Personal
3 6a: Gross rents
Lass: rental expanses
Rentai income or
?oss}
Net rental incomeor (liliesSecurities (ii) Other
?a Gross amount
From salea of
assets other
than inventory
Less: cost or
other basis and
sales expenses
main or [loss]
Netgain or ?oss) . 1. . . . 
8'7! Gross income from fundraislng events
(not including of
contributions reported on line 1c).
5eeParth, ine18 . . . . a
bLess: direct expenses . . . 
1: Net income or (loss) from fondmising events . . 
93 Gross income from gaming activities.
See PartIV, line 19 . . .
a
Less: direct expenses . . . 
Net income or (loss) from gaming activities . . 3.
103 Grass sales of inventory, less
returns and allowances .
Less: cost of goods sold . .
1/1 6/2020



_cNet Income or {loss} from sales of Inventory . . 

Page -12 of 40

 

Miscellaneous Revenue

Business Code

 

113

 

 

 

 

All other reVenue
eTotal. Add lines 11a?11d

 

 

 

12 Total revenue. See Instructions. .

 

 

 

2.746.723

 

3,067

 

393

 



Form 990 [2013}

1/16/2020

Form 990 (2018)

Page 13 of40

Page 10

 

Part IX Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).

Check if Schedule CI contains a response or note to any line in this Fall IX .

I I



 

Do not include amounts reported on lines 6bPart 

(A)
Total expenses

(B) .
Program serVIce
expenses

(C)
Management and
general expenses

(D)
Fundraisingexpenses

 

1 Grants and other assistance to domestic organizations and
domestic governments. See Part IV, line 21

 

2 Grants and other assistance to domestic individuals. See
Parl IV, line 22

 

3 Grants and other assistance to foreign organizations, foreign
governments, and foreign individuals. See Part IV, line 15
and 16.

 

4 Benefits paid to or for members

 

5 Compensation of current officers, directors, trustees, and
key employees . . . .

16,125

3,000

13,125

 

6 Compensation not included above, to disqualified persons (as
defined under section 4958(f)(1)) and persons described in
section 4958(c)(3)(B) . . .

1,264,696

1,193,623

71,073

 

7 Other salaries and wages

 

8 Pension plan accruals and contributions (include section 401
and 403(b) employer contributions)

 

9 Otheremployee benefits . . . . . . .

 

10 Payrolltaxes . . . . . . . . . .

1,236

1,236

 

11 Fees for services (non-employees):

 

aManagement . . . . . .

 



80,349

73,467

6,882

 

cAccounting . . . . . . . . .

18,035

18,035

 



 

Professional fundraising services. See Part IV, line 17

 

fInvestmentmanagementfees . . . . . .

 

9 Other (If line 119 amount exceeds 10% of line 25, column
(A) amount, list line 119 expenses on Schedule 0)

203,232

205,982

1,260

990

 

12 Advertising and promotion . . . .

773,305

773,305

 

13 Officeexpenses . . . . . . .

208,550

206,540

1,562

448

 

14 Informationtechnology . . . . . .

27,900

27,451

449

 

15 Royalties . .

 



 



29,639

29,384

255

 

18 Payments of travel or entertainment expenses for any
federal, state, or local public officials

 

19 Conferences, conventions, and meetings . . .

6,916

1,040

5,876

 



 

21 Payments toaffiliates . . . . . .

 

22 Depreciation, depletion, and amortization

 

23 Insurance . .

3,459

824

2,635

 

24 Other expenses. Itemize expenses not covered above (List
miscellaneous expenses in line 24a. If line 246: amount
exceeds 10% of line 25, column (A) amount, list line 24e
expenses on Schedule 0.)

 

 

a FEES

41,151

41,096

55

 

DUES AND MEMBERSHIPS

50

50

 

SUBSCRIPTIONS AND PUBLI

18

18

 



 

All other expenses

 

328

248

80

 

25 Total functional expenses. Add lines 1 through 24e

2,679,989

2,552,730

105,199

22,010

 

26 Joint costs. Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.

Check here a? El if following 50:3 98-2 (ASC 958-720).

 

 

 

 

 



Form 990 (2010)

1/16/2020

Page 14 of 40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2018) Page 11 
Pad Balance Sheet
Check if Schedule 0 contains a response or note to any line in this Part 1X . 
lo?) (3)
Eegirining of year End of year
1 Cash?non-interest?bearing . . . . . . . . 266,883 1 499.489
2 Savings and temporary cash investments . . . . . . . . . 1,310,210 2 1,758,886
3 Pledges and grants receivable160.383 3 85.175
4 Accounts receivable2,882 4 0
5 Loans and other receivables from current and former of?cers, directors,
trustees, key employees, and highest compensated employees. Complete 5
PartllofScheduleL . . . . . . . .. . . . . .
6 Loans and other receivables from other disquali?ed persons (as de?ned under
section persons described in section and
contributing employers and sponsoring organizations of section 501(c)(9) 6
voluntary employees' beneficiary organizations {see instructions) Complete
#1 Part of mantle a I a I
7 Notes and loans receivableInventories for sale Prepaid expaises and defen'ed changes . . . . . 9
ma Land, buildings, and equipment: cost or other
basis. complete PaitVl of Schedule 102! 19333
Less: accumulated depreciation lob 19133 ti me 
11 Investments?publicly traded securities . 11
12 Investments?other securities. See Part IV, line Investments?program~related. See Part IV, line :1 . . 13
14 Intangible assets . . . . . . . . . . 14
15 Other assets. See Part W, line Total lines 1 through 15 (must equal line 34} . . . 2240.358 16 2,341,530
17 Accounts payable and accrued expenses . . . . . 512.458 17 546.896
18 Grants payable . . . 18
19 Deferred revenue . . . . . . . . . 19
20 Tax?exempt bond liabilities . . . . . . . . . 20
21 Escrow or custodial account liability. Complete Part of Schedule 21
:3 2! Loans and other payables to current and former of?cers, directors, trustees,
2: key employees, highest compensated employees, and disquali?ed
.D
persons, Complete Patti! of Schedule . . 22
?4 23 Secured mortgages and notes payable to unrelated third parties . . 23
24 Unsecured nuts and loans payable to unrelated third parties . . 24
25 Other liabilities (including federal income tax, payabies to related third parties, 25
and other liabilities not included on lines 1? 
Complete PartX of Schedule 
26 Total lines 17 through 25 . . 512,458 26 546.896
3 Organizations that, follow SPAS 117 958), check here 3? and
3 complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 482,011 27 439,842
53 no Temporarily restricted net assets . . . . . . . . . . . 2,009,911 23 1.375.475
29 Permanently restricted net assets 29
3 Organizations that do not follow SPAS 11?? (ASE 958),
'5 check here i and complete lines 30 through 34.
30 Capital stock or trust plinclpal. or current funds . . . . . 30
31 Paid?in or capital surplus. or land, building or equipment fund . . . 31
32 Retained earnings, endowment, accumulated Income, or other funds 
?53 33' Total net assets or fund balances . . 1,7273% 33 1,794,634
a 34 Total liabilities and net assets/fund balances . . . . . . . . 2.240.358 34 2,341,539

 

 

 

 

 



Form you {2013]

1/ 1612020

Page 15 of 40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 (2018) Page 12
Part Xl Reconcilliation of Net Assets
Check if Schedule 0 contains a response or note to any,r line in this Part XI . El
1 Total revenue (must equal Part column (A), line 122,746,723
2 Total expenses (must equal Part IX, column (A), line 252,679,989
3 Revenue less expenses. Subtract line 2 from line 66,734
4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 1,727,900
5 Net unrealized gains (losses) on investments . . . . . . . . . . . 5
6 Donated services and use of facilities . . . . . . . . . . . . . . 6
7 Investmentexpenses . . . . . . . . . . . . . . . 7
8 Prior period adjustments . . . . . . . . . . . . . . . . 8
9 Other changes in net assets or fund balances (explain in Schedule Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column 10 1,794,634
Part XII Financial Statements and Reporting
Check if Schedule 0 contains a response or note to any line If'l this Part . . . . . . . 
Yes No
1 Accounting method used to prepare the Form 990: El Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule 0.
2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No
If ?Yes,? check a box below to indicate whether the financial statements for the year were compiled or reviewad on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis El Both consolidated and separate basis
Were the organization?s financial statements audited by an independent accountant? 2b Yes
If ?Yes,? check a box below to indicate whether the ?nancial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes," to line Za or 2D, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant? 2: Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0.
Ba As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular 3a No
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required
audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits. 3b

 

 

 

 



Form 990 (2018)

1/16/2020

Page 17 of 40

 

 

 

 

 

 

 

Ie?le GRAPHIC print - DO NOT PROCESS I ORIGINAL DATA - Production I DLN: 9349331f?ii6339]
0MB NO. 15-15?1304?
SCHEDULE A Public Charity Status and Public Support 
(Form 990 or 990EZ) Complete if the organization is a section 501(c)(3) organization or a section 20 a 8
4947(a)(1) nonexenapt charitable tmst.
Attach to Form 990 or Form 990-52. 
ream ammo Senooe Ir Go to for the latest information. [0 
Iiisper?tmn
Name of the organization Employer identi?cation number
THE CENTER FOR RESEARCH
AND EDUCATION 25430055379
Part 1 Reason for Public Charity Status (All organizations must complete this part] See Instructions.

 

The organization is not a private foundation berause it is: i For lines 1 through 12, check only one born]

 

 

 

 

 

 

 

 

 

 

 

 

 

1 A church, convention of churches, or association of churches described in section 170(b)(1)(A) 

2 A school described in section (Attach Smedole (Form 990 or 990432).)

3 A hospital or a cooperative hospital service organization described in section 

4 [j A medical research organization operated in conjunction With a hospitai described in section Enter the hospital's
name. city, and state:

5 An organization operated for the bene?t of a college or univa?sity owned or operated by a governmental unit described in section 178
(Complete Part II.)

6 El A federal, state, or local government or governmental unit described in section 

7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section (Complete ?art It.)

A community trust described in section (Complete Part II.)
An agricultural research organization described in 17D(b)(1)(A)(ix) operated in conjunction with a college or university or a
non-land grant college of agriculture. See inatrocdons. Enter the name. city, and state of the college or university:

10 An organization that normally receives: 1] more than 33m% of its support from contnbutions, membership fees, and gross receipts
from activities related to its exempt functions?subject to certain exceptions. and no more than 33oa% of its support irorn gross
investment income and unrelated business taxable Income [less section Sit tax] from businesses acquired by the organization after June
30, 1975. See section 509(3) (2). (Complete ?art 

11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

12 An organization organized and operated exclusively for the bene?t of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a]{ 1] or section See section 509(a](3j. Check the box
in lines 12a through 12d that describes the type of supporting organization and complete lines 12a. 12?, and 12g.

3 Type I. A supporting organization Operated, supervised, or controlled by its supported organizationis), typically by giving the supported
organization(s) the power to regularly appoint or elect a majority of the directors or trustee: of the supporting organization. You must
complete Part IV, Sections A and B.

[3 Type II. A supporting organization supervised or controlled in connection with its supported organizationts), by having control or
management of the supporting organization vested in the same persons that control or manage the supported organizationis). You must
complete Part IV, Sections A and C.

Type functionally integrated. A supporting organization operated in connection with. and functionally integrated with, its
snapported organizatioma] (see instructions). You must complete Part IV, Sections A, D, and E.

II Type non??inctionally integrated. it Supporting organization operated In connection with its supported organization(s] that is not
functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement {see
instructions). You must complete hart IV. Sections A and D, and Part ii.

3 Check this box if the organization received a written determination from the RS that it is a Type I, Type II, Type functionally
integrated, or Type non-functionally integrated supporting organization.

Enter the number of supported organizations 

9 Provide the following information about the supported Groanlzatl'oni' 

Name of supported (it) EIN Type of (iv) 15 the organization listed Amount of {vi} Amount of
organization organization in your governing document? monetary support other support {see
{described on lines (see instructions] Instructions]
1- 10 abova (see
instructional]
Yes No

Total
For vaperwork Reduction Act Notice, see the Instructions [or Cat. No. 11235F Schedule A {Form 990 or Slim-E] 2913

Form 996 or QQO-EZ.

htips 1/ 6/ 2 020

Schedule A (Form 990 or 990-EZ) 2018

Page l8 01?40

Page 2

 

Part II



Support Schedule for Organizations Described in Sections and 170

(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part
If the organization fails to qualify under the tests listed below, please complete Part 
Section A. Public Suoport

 

Calendar year
(or fiscal year beginning in) 

(a)2014

2015

(c)2016

(d)2017

2018

Total

 

Gifts, grants, contributions, and
membership fees received. (Do not

3,559,888

5,100,664

4,538,005

2,826,618

2,743,263

18,768,438

 

include any "unusual grant") . .
Tax revenues levied for the
organization's benefit and either paid
to or expended on its behalf.

 

The value of services or facilities
furnished by a governmental unit to
the organization without charge..

 

Total. Add lines 1 through 3

3,559,888

5,100,664

4,538,005

2,826,618

2,743,263

18,768,438

 

The portion of total contributions by
each person (other than a
governmental unit or publicly
supported organization) included on
line 1 that exceeds 2% of the
amount shown on line 11, column 

11,110,685

 

Public support. Subtract line 5

 

from line 4.

7,657,753

 

Section B. Total Support

 

10

11

Calendar year

(or fiscal year beginning in) 
Amounts from line 4.
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties and
income from similar sources.
Net income from unrelated business
activities, whether or not the
business is regularly carried on.
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.). .
Total support. Add lines 7 through
10

(3)2014

(b)2015

(c)2016

(d)2017

(e)2018

(f)T0tal

 

3,559,333

5,100,664

4,538,005

2,826,618

2,743,263

18.760438

 

104

125

271

311

393

1,204

 

 

56

12

68

 

 

 

 

 

 

 

18,769,710

 

12 Gross receipts from related activities, etc. (see instructions) . . .

21.442

12 I
13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,



 

checkthisboxandstophere . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2018 (line 6, column divided by line 11, column . . . . . . . . . 14 40.800 0/0
15 Public support percentage for 2017 Schedule A, Part II, line 41.850 
153 33 113% support test?2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box

and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . l2]
33 1/3% support test?2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this

 

 

 

 

 

box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . 
17a 10%-facts-and-circumstances test?2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and ifthe organization meets the "facts-and?circumstances? test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
.D?l:l
1Dole-facts-and-circumstances test?2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and~circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
.Plj
13 Private foundation. If the organization did not check a box on line 13, 163, 16b, 173, or 17b, check this box and see
instructions . . 

 

Schedule A (Form 990 or 990-EZ) 2018

1/16/2020

Schedule A (Form 990 or 990-EZ) 2018

Page .19 of 40

Page 3 

 

Part 

Support Schedule for Organizations Described in Section 509(a)(2)

(Complete only if you checked the box on line 10 of Part1 or if the organization failed to qualify under Part II. If

the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

 


8

Calendar year
(or fiscal year beginning in) 
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") .
Gross receipts from admissions,
merchandise sold or services
performed, or facilities furnished in
any activity that is related to the
organization?s tax-exempt purpose
Gross receipts from activities that are
not an unrelated trade or business
under section 513 . . .
Tax revenues levied for the
organization's benefit and either paid
to or expended on its behalf.
The value of services or facilities
furnished by a governmental unit to
the organization without charge
Total. Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
Amounts included on lines 2 and 3
received from other than disqualified
persons that exceed the greater of
$5,000 or 1% of the amount on line
13 for the year.
Add lines 7a and 7b.
Public support. (Subtract line 7c
from line 5.)

2014

2015

2016

2017

2018

Total

 

 

 

 

 

 

 

 

 

 

 

 

Section B. Total Support

 

9
10a

12

13

14

Calendar year
(or fiscal year beginning in) 

Amounts from line 6. . .
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties and
income from similar sources.
Unrelated business taxable income
(less section 511 taxes) from
businesses acquired after June 30,
1975.
Add lines 10a and 10b.
Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on.
Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) . .
Total support. (Add lines 9, 10c,
11, and 12.).

2014

2015

2016

2017

2018

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,

check this box and stop here.

Section C. Computation of Public Support Percentage

.hlZl

 

 

 

 

15 Publlc support percentage for 2018 {line 3, column divided by line 13, column . 15

16 Public SUpport percentage from 2017 Schedule A, Part line 15 . 15
Section D. Computation of Investment Income Percentage

17 Investment Income percentage for 2018 {llne 10c, column divided by line 13, column . 17

18 Investment' Income percentage from 2017 Schedule A, Part line 17.13

 

 

 

 

193 331/3% support tests?2018. If the organization did not check the box on line 14, and line 15 is more than 33 113%, and line 17 is not

more than 33 113%, check this box and stop here. The organization qualifies as a publicly supported organization .



33 113% support tests?2017. If the organization did not check a box on line 14 or line 193, and line 16 is more than 33 113% and line 18 is

20

not more than 33 113%, check this box and stop here. The organization qualifies as a publicly supported organization .

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .
Schedule A (Form 990 or 990-E2) 2018



.bC]
.b-U

1/16/2020

Sch?dule A (Form 990 or 990-EZ) 2018

Part IV Supporting Organizations

(Complete only ifyou checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of
Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete

Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Page 20 01?40

Page the organization's supported organizations listed by name in the organization?s governing documents?
If describe in Part VI how the supported organizations are designated If designated by class or purpose,

Yes

No

 

 

describe the designation If historic and continuing relationship, explain

Did the organization have any supported organization that does not have an IRS determination of status under section 509
or If ?Yes, explain in Part VI how the organization determined that the supported organization was described
in section 509(a)(1) or (2)

Did the organization have a supported organization described in section 501(c)(4), (S), or If "Yes," answer and 
below

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied
the public support tests under section 509(a)(2)? If ?Yes, describe in Part VI when and how the organization made the
determination

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
If "Yes, explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization?)? If ?Yes?and if you
checked 12a or 12b in Part I, answer and below

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported
organization? If "Yes, describe in Part VI how the organization had such control and discretion despite being controlled or
supervised by or in connection with its supported organizations

Did the organization support any foreign supported organization that does not have an IRS determination under sections
501(c)(3) and 509(a)(1) or If "Yes,? explain in Part VI what controls the organization used to ensure that all support
to the foreign supported organization was used exclusively for section 1 70(c)( 2 B) purposes

Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,?answer and
below (if applicable) Also, provide detail in Part VI, including the names and EN numbers of the supported
organizations added, substituted, or removed; (ii) the reasons for each such action; the authority under the

 

 

 

 

 

 

 

 

 

 

4a

 

 

4b

 

 

 

 

organization '5 organizing document authorizing such action; and (iv) how the action was accomplished (such as by
amendment to the organizing document)

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the
organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other
than its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its

supported organizations, or other supporting organizations that also support or benefit one or more of the filing
organization's supported organizations? If "Yes, provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in
section a family member of a substantial contributor, or a 35% controlled entity with regard to a

53

 

 

5b

 

5c

 

 

 

 

substantial contributor? If "Yes, complete Part I of Schedule (Form 990 or 990-EZ)

 

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes,?

 

complete Part I of Schedule l. (Form 990 or 990-EZ)

Was the organization controlled directly or indirectly at any time during the tax year by one or more disquali?ed persons as
defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or if?Yes,"
provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting
organization had an interest? If "Yes, ?provide detail in Part VI.

Did a disquali?ed person (as de?ned in line 9a) have an DWnership interest in, or derive any personal benefit from, assets in
which the supporting organization also had an interest? If "Yes,?provide detail in Part VI.

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding
certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? If ?Yes,"
answer line 10b below

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether
the organization had excess business holdings)

 

 

9a

 

 

9b

 

 

9c

 

 

10a

 

 

 

10b

 

 

 

Schedule A (Form 990 or 990-EZ) 2018



1/16/2020

Schedule A (Form 990 or 990-EZ) 2018

Page 21 of 40

Page 5

 

Part IV Supporting Organizations (continued)

 

11





Yes

No

 

Has the organization accepted a gift or contribution from any of the following persons?

 

A person who directly or indirectly controls, either alone or together with persons described in and below, the

 

governing body of a supported organization? 11a

 

A family member of a person described in above? 11b

 

A 35% controlled entity of a person described in or above? If "Yes? to a, b, or c, provide detail in Part VI 11c

 

Section B. Type I Supporting Organizations

 

Yes

 

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or
elect at least a majority of the organization?s directors or trustees at all times during the tax year? If "No, ?describe in Part
VI how the supported organization(s) effectively operated, supervised, or controlled the organization?s activities If the
organization had more than one supported organization, describe how the powers to appoint and/or remove directors or
trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such

 

powers during the tax year

 

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that
operated, supervised, or controlled the supporting organization? If "Yes, explain in Part VI how providing such benefit

 

carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting
organization

 

Section C. Type II Supporting Organizations

 

Yes

 

Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of
each of the organization?s supported organization(s)? If "No, describe in Part VI how control or management of the

 

 

supporting organization was vested in the same persons that controlled or managed the supported organization(s) 1

 

Section D. All Type Supporting Organizations

 

Yes

 

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization?s
tax year, a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the
Form 990 that was most recently filed as of the date of notification, and copies of the organization's governing
documents in effect on the date of notification, to the extent not previously provided?

 

 

Were any of the organization's officers, directors, or trustees either appointed or elected by the supported organization
(5) or (ii) serving on the governing body of a supported organization? If explain in Part VI how the organization
maintained a close and continuous working relationship with the supported organization(s)

 

 

By reason of the relationship described in (2), did the organization?s supported organizations have a significant voice in the
organization?s investment policies and in directing the use of the organization's income or assets at all times during the tax

 

year? If "Yes, describe in Part VI the role the organization?s supported organizations played in this regard

 

 

 

 

Section E. Type Functionally-Integrated Supporting Organizations

1

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a [j The organization satisfied the Activities Test. Complete line 2 below.

[j The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

 

Activities Test. Answer and below. Yes

NO

 

3 Did substantially all of the organization?s activities during the tax year directly further the exempt purposes of the
supported organization(s) to which the organization was responsive? If "Yes, then in Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was

 

responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of its activities 2a

 

Did the activities described in constitute activities that, but for the organization's involvement, one or more of the
organization's supported organization(s) would have been engaged in? If ?Yes," explain in Part VI the reasons for the
organization?s position that its supported organization(s) would have engaged in these activities but for the organization?s

 

involvement 2b

 

Parent of Supported Organizations. Answer and below.

 

3 Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of 3a
the supported organizations? Provide details in Part VI.

 

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its

 

supported organizations? If "Yes, describe in Part VI. the role played by the organization in this regard 3b

 

 

 

 

Schedule A (Form 990 or 990-EZ)



2018

1/16/2020

Page 22 01?40

Schedule A (Form 990 or 990-52) 2018 Page 6
Part Type Non-Functionally Integrated 509(a)(3) Supporting Organizations

 

1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See
instructions. All other 'Iype non?Functionally integrated supporting organizations must complete Sections A through E.

Section A - Adjusted Net Income (A) Prior Year (B) current year
(optional)

 

 

Net short-term capltal gain

 

Recoveries of prior-year distributions

 

Other gross income (see instructions)
Add lines 1 through 3

Depreciation and depletion

 

 

 

OIU'I-bldNi-l


Portion of operating expenses paid or incurred for production or collection of gross
income or for management, conservation, or maintenance of property held for
production of income (see instructions)

 

\l

Other expenses (see instructions)



 

Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8

 

Section - Minimum Asset Amount (A) Prior Year 
op Iona

 

 

1 Aggregate fair market value of all non-exempt-use assets (see instructions for short
tax year or assets held for part of year): 1

 

Average value of securities la

 

Average cash balances 1b

 

Fair market value of other non-exempt-use assets 1c
Total (add lines 1a, 1b, and 1c) 1d

Discount claimed for blockage or other factors
{explain in detail in Part VI):

 

 

anU'?l

 

 

Acquisition indebtedness applicable to non-exempt use assets 2

 



Subtract line 2 from line 1d



 

A

Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see
instructions).

 

 

Net value of non-exempt?use assets (subtract line 4 from line 3)
Multiply line 5 by .035

Recoveries of prior-year distributions

 

 

 

counts


Minimum Asset Amount (add line 7 to line 6)
Section - Distributable Amount Current Year
Adjusted net income for prior year (from Section A, line 8. Column A)
Enter 85% of line 1

Minimum asset amount for prior year (from Section B, line 8, Column A)

 

 

 

 

 

Enter greater of line 2 or line 3

 

Income tax imposed in prior year

 

aim-humid
mthNi-I

Distributable Amount. Subtract line 5 from line 4, unless subject to emergency
temporary reduction (see instructions)

 

 

 

 

?1

Check here if the current year is the organization's first as a non-functionaIIy-integrated Type supporting organization (see
instructions)
Schedule A (Form 990 or 990-EZ) 2018

1/16/2020

Page 23 of 40

Schedule A (Form 990 or 990-EZ) 2018 Page 7
Part Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section - Distributions Current Year

1 Amounts paid to supported organizations to accomplish exempt purposes

Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from actiwty

Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt?use assets

Qualified set-aside amounts (prior IRS approval required]

Other distributions [describe in Part See instructions

Total annual distributions. Add lines 1 through 6.

casino-law

Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part See instructions

9 Distributable amount for 2018 from Section C, line 6

 

10 Line 8 amount divided by Line 9 amount

 

. . . . . . (ii) 
seam? (see Excess Distributions Underdistributions Distributable
Ins ruc Ion5) Pre-2018 Amount for 201s

 

1 Distributable amount for 2018 from Section C, line
6
2 Underdistributions, if any, for years prior to 2018
(reasonable cause required?- explain in Part VI).
See instructions.

3 Excess distributions carryover, if any, to 2018:

a From 2013.
From 2014.




 

 

 

 

 

From 2015.

From 2016.

From 2017. . .
Total of lines 3a through 
Appllerl to underdistributions of prior years
Applied to 2018 distributable amount

i Carryover from 2013 not applied (see
instructions)

Remainder. Subtract lines 3g, 3n, and 3i from 3f.
4 Distributions for 2018 from Section D, line 7:


a Applied to underdistributions of prior years
Applied to 2018 distributable amount

 

 

 

 

 

 

 

 

 

 

 

Remainder. Subtract lines 4a and 4b from 4.

 

5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 39 and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.

6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero. explain in Part VI. See instructions.

 

 

7 Excess distributions carryover to 2019. Add lines
3j and 4c.

8 Breakdown ofline 7:

Excess from 2014.

Excess from 2015.

Excess from 2016. . . . .

Excess from 2017. . . . .

Excess from 2018. . . .

 

 

 

 

 

 

 

 

 

mQ?U'?l

 

Schedule A (Form 990 or 990-EZ) (2018)

1/16/2020

. Page 24 of 40
Schedule A (Form 990 or 990452) 2013 Page 8
Ram VI Supplemental Information. Provide the explanations roqulred by 9art 11, line 10: Part line 11% or I'll]; Part Hot: 12: Part N,
Section A, lines 1, 3, 3b, 4b, 5a. 6, 93, 9b, 11a, lib, and 11a; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1;
9am IV, Section D, lines 2 and 3; Fart IV, Section E, lines la. 2a. 2b. 36 and 3h; Part V, line 1; Part V, Section B, line 1e; Pan 
Section D, lines 5, 5, and 8; and 92m: V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See

 

 

 

 

 

 

 

Instructions}.
Facts And circumstances ?fast
I Return R?ferenm Emimmimn
SCHEQULE A, PART II, LINE 10, PUBLIC DISCLOSURE COPY FEE INCOME - 2014 AMOUNT: 56. INCOME - 2016 
EXPLANATION OF OTHER INCOME: at 12.

 

 

 

Schedule A [Form 990 or Emu-E1) 201B

sdilproxy/pr'mtSub 1/16/2020

Page 26 of 40

 

 

 

[enre GRAPHIC print Do NOT PROCESS 1 ORIGINAL DATA - Production our: 
SCHEDULE (2 Political Campaign and Lobbying Activities 
(Form 990 or 990-EZ) For Organizations Brampt From Income Tax Under section 501(0) and section 52? 20 1 8
mm?egm Eoniplete if the organization is described beiow. ?-Attach to Form 990 or Form 993152. Open in Pulrlic

9am) to for instructions and the latest information. 

 

 

 

If the organization answered "Yes" on Form 990. Part IV. Line 3. or Form 990-52, Part V, line 46 Campaign Activities}, then
or Section organizalions Complete Parts LA and 8. Do not complete Part LG.

a Section 501 (other than section 501(c)(3)} organizations; Complete Parts LA and below. Do not complete Part Hi.

I Section 52? organizalions. Complete Part l?A only.
lithe organization answered "Yes" on Form 990, Part iv, Line 4, or Form QBELEZ. Part VI, line 4? (Lobbying Activities]. than

a Section 501(c)(3) organizations that have ?ied Form 5758 (eleclion under section 50161)): Compiete Perl Do not complete Part 

I Section 5013:1413) organizations that have NOT ?led Form 5768 {election under section S?iihili Complete Part ll?B. Do not complete Part ll-A.
if the organization answered "Yes" on Form 990, Part IV. Line 5 iProxv Tax} isee separate instructions) or Form Silo-E2. Part V, line 35c
{Proxy Taxi {see separate instructions], than

or Section 501(c)(4), or 35) organizations: Complete Part 

 

Name of the organization Employer identi?cation number
THE CENTER FOR RESEARCH
AND 

 

 

Part; Complete it the organization is exempt tinder section 5?1(c) or is a section 527 organization.

1 Provide a description of the organization?s direct and indirect political campaign activities in Part IV (see instructions For de?nition of
?political campaign activities")

2 campalgn activity expenditures [see instructions) 
3 Volunteer hours for political campaign activities {see 
Part Complete if the organization is exempt under section 501(c)(3).

 

 

 

1 Enter the amount of any excise tax incurred by the organization under section 4955 1? 
2 Enter the amount of any excise tax incurred by organization managers under section 4955 D- 
3 tftne organization Incurred a section 4955 tax, did It file Form 4720 for this yearcorrection made? Yes No

if 'Yeg? describe In Part IV.
Part Complete if the organization is exempt under section 501k}, except section 591(c)(3).
1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 
2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt

function activities 

 

 

 

 

 

 

 

 

 

 

 

 

 


3 Total exempt function expenditures. Add tines 1 and 2. Enter here and on From tine 3
4 Did the filing organization ?le Form for this year? Yes No
Enter the names, addresses and employer identification number (EIN) of all section 52? political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the ?ling organization's funds. Also enter the amount
of political contributions received that were and directly! delivered to a separate political organization, such as a separate segregated
fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
Name Address en; {ti} Amount paid from Amount of
?ling organization?s political contributions
funds. If none, enter received and 
row. and directly delivered
to a separate politicai
organization. If none,
enter 
1
2
3
4
5
6
For Paperwork Reduction not Notice, see the instructions for Form 99!} or 990452. Cat. No. spams Schedule (Fem: 990m 990-51) 2018

1f 1 @2020

Schedule (Form 990 or 990-E212018

Page 27 of 40

Page 2

Part Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under

section 501(h)).

A Check in if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member?s name, address, EIN,
expenses, and share of excess lobbying expenditures).

Check El if the filing organization checked box A and "limited control" provrsuons apply.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Filing Affiliated
Limits on Lobbying Expenditures organization's group totals
(The term "expenditures" means amounts paid or incurred.) totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) 31,138
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 1a and 1b) 31,138
Other exempt purpose expenditures 2.648.851
Total exempt purpose expenditures (add lines 1c and 1d) 2,679,989
Lobbying nontaxable amount. Enter the amount from the following table in both 283 999
columns. 
Ethe amount on line 1e, column or is: [The lobbying nontaxable amount is:
Not over $500,000 20% of the amount on line 1e.
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000 $1,000,000.
9 Grassroots nontaxable amount (enter 25% of line If) 71,000
Subtract line lg from line 1a. If zero or less, enter 0
i Subtract line if from line 1c. If zero or less, enter -0-. 0
i If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting 
Yes No

section 4911 tax for this year? 



 

4-Year Averaging Period Under section 501(h)

(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)

 

Lobbying Expenditures During 4-Year Averaging Period

 

 

 

 

 

 

 

 

 

 

Calendar year (or fiscal year
beginning in) 2015 2016 2017 2018 Total
2a Lobbying nontaxable amount 317,098 346,517 304,564 283,999 1,252,475
Lobbying ceiling amount
78,717
(150% of line 2a, columnten 1 a
Total lobbying expenditures 8,295 18,575 393 31,133 58,401
Grassroots nontaxable amount 79,275 86.629 76.216 71.000 313,120
Grassroots telling amount 4
. 69,650
{150% of line 2d. column 
Grassroots lobbying expenditures 393 31,138 31.53:

 



 

 

Schedule [Form 990 or 990-EZ) 2018

1/16/2020

Page :28 of 40

Schedule [Flinn 990 or 2013 Page 3

33am: Complete if the organization is exempt tinder section 501(c)(3) and has NOT filed
Form 5?63 (election under section 501 

 

 

{bi

 

For each "Yes" response on lines Ia through 1i below, provide in Part IV a detailed description of the lobbying
Yes No Amount

 

1 During the year, did the filing organization attempt to in?uence foreign, national, state or local legislation.
Including any attempt to in?uence public opinion on a legislative matter or referendum, through the use of:

Volunteers? 

Paid staff or management {include compensation In expenses reported on lines 15 through 
Media advertisements?. 
Mailings to members, legislators, or the pubilt? 
Publications. or published or broadcast statements? 

Grants to other organizations for lobbying purposes??

Direct contact with iegislators, their staffs government officials." or a legislative body?? 
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any simiiar means? 
Other activities? . 
Total Add lines 1c through 1i 
Did the activities in line 1 cause the organization to be not described In section 501(c)(3)? 

If ?Yes.? enter the amount of any tax incurred under section 4912 

If ?Yes" enter the amount of any tax Incurred by organization managers under section 4912 
if the filing organization inconed a section 4912 tax, did it ?ie Form 4?20 for this year??

Part A Compiete if the organization is exempt under section 501(c)(4), section or section

 

 

 

 

 

 

 

 

 





 

033'

 

 

 

 

 

 

 

 

501(c)(6).
Yes No
1 Wm substantially all (90% or more) dues received by members? 1
2 Did the organization make onlyr in-house lobbying expenditures of $2 {100 or less? 2
:3 Did the organization agree to many over lobbying and polio-l expenditures from the prior year? 3

 

 

 

 

iiart Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6)
and if either BOTH Part lines 1 and 2, are answered "No" OR Part line 3, is
answered ?Yes."

1 Does assessments and similar amounts from 1

2 section 162(e) nondeductible lohbying and political expenditures (do not include" amounts moi political
expenses for which the section 527{f) tax was paid).

 

 

 

 

 

a Current year . 23
Garwover from last year 
Total. . 2c
3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductihle section ?162(e} does 3

 

4 if notices were sent and the amount an Ilne 2c exceeds the amount on line 3 what portion of the excess does
the organization agree to carryover to the reasonable estimate of nondeoudible lobbyingm and mpoiit'icail
expenditure next year?? . 4

5 Taxable amount of iohbying and poiiticaul expenditures (see instructions} 5
Part; IV Supplemental Information

 

 

 

 

Provide the descriptions required for Part I-A, ilne 1; Part l-B, line 4; Part line 5; Part II-A (af?liated group list): Part lines 1 and 2 (see

instructions and Part a line 1. Also com late this part for any aoditlonal inionnation.
Return Refem Explanai Ion

 

Schedule {Form 990 or 2mg

i 1 

Page 30 of40

 

 

 

 

 

Efile GRAPHIC print - DD NOT PROCESS I ORIGINAL DATA - Production I DLN: 93493317036889'
. . OMB No. 154541947
Supplemental Fmancral Statements 
3' Complete if the organization answered "Yes," on Form 990, 2 0 1 8
Part IV, line 6, 7, 8, 9, 113, 116, 1111, 118, 11f, 12a, or 12b. .
DepartmenloflheTreasuy 3? Attach to Form 990. Open to Public
lnlemal Revamsm 60 to for the iatest information. Inspection
Name of the organization Employer identification number
THE CENTER FOR ORGANXZAHONAL RESEARCH
AND EDUCATION 25?0005579

 

 

Raft 1 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered "Yes" on Form Fort JV, line 6.
Donor advised funds (biFunds and other accounts

 

 

Total number at end of year 

 

Aggregate value of contributions to (during year)

 

Aggregate value of grants from (during year)
Aggregate value at end of year 

 

 

 

 

?kWh-1H

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the
organization?s property, subject to the organization '5 exclusive iegal controi? Yes No

6 Did the organization inform all grantees, donors, and donor advisers in writing that grant. funds can be used only for
charitable purposes and not for the bene?t of the donor or donor advisor, or for any other purpose conferring 
private bene?iiart Ii Conservation Easements. Complete if the organization answered ?Yes" on Form 990, Part iv, line 7.
1 Purposels) of conservation easements acid by the organization (check all that apply).

 

l3 Preservation of land for public use recreation or education) Preservation of an historically important iand area
Protection of natural habitat Preservation of a certified historic structure
Preservation of open space

2 Complete iines 2a through 2d if the organization held a quali?ed conservation contribution in the form of

  

easement on the last day of the tax year. the End of the 
a Total number of conservation easements . . . . . . . . . . . 2a
1) Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . 2b
Number of conservation easements on a certi?ed historic structure included in 2c
Number of conservation easements included in acquired after 7/25/06, and not on a historic 2d

structure listed in the Nationai Register. . .

3 Number of conservation easements modi?ed, transferred, released, extinguished, or terminated by the organization during the
tax year I

 

4; Number of states where property subject to conservation easement is iocated 3r

 

 

 

5 Does the organization have a written poiicy regarding the periodic monitoring, impaction, handling of violations,
and enforcement ofthe conservation easements it holds? Yes No
6 Staff and voionteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
In
7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
a? 
8 Does each conservation easarnerr?t reported on line 2(d) above satisfy the requirements of section 170(i1)(4)(B)(i)
and section Yes No

9 in Part Rift, describe how the organization reports conservation easements In its revenue and expense statement, and
baiance sheet, and include, ii appiicable, the text of the footnote to the organization's financial statements that describes
the organization?s accounting for conservation easements.

Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organization answered "Yes? on Form 990, ?art IV, line 3.

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or odrer similar assets held for public exhibition, education, or research in furtherance of pubiic service,
provide, in Part the text of the footnote to its financiai statements that describes these items.

1) If the organization elected. as permitted under SFAS 116 (ASE 958). to report in its revenue statement and balance sheet works of art,

historical treasures, or other similar assets heid for public exhibition, education, or research in furtherance of public service, provide the
foilowing amounts relating to dress items:

Revenue incioded on Form 990, i?art line I 


2 If the organization received or held works of art, historical treasures, or other similar assets for ?nanciai gain, provide the
following amounts required to be reported under SPAS 116 (ASE 958) relating to these items:

 

3 Revenue included on Form 990, Part line 1 . 9 

ti Assets included in Form 996, Part . . . . . . . . . . . . . . . its;

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 52233D schedule (Form 990?) 2013

:l/eup. 1/ 1 612020

Page 3] of 4.0
Schedule (Form 990) 2018 Page 2
Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

 

 

3 Using the organization's vauisition, accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply):

a Cl Publicexhibition 

Loan or exchange programs


El Scholarly research [1 Other 

Preservation for future generations

4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part 

5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?. . . Yes No

 

Part IV Escrow and Custodial Arrangements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part

 

X, line 21.
la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
DYes 
If "Yes," explain the arrangement in Part and complete the following table: Amount
1C
1d

Distributionsduringtheyear'"anU'

1f

 

2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability"Yes," explain the arrangement in Part Check here if the explanation has been provided in Part . . . . 

Part Endowment Funds. Complete if the organization answered ?Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (lehree years back {ejFour years back

 

 

 

1a Beginning of year balance .

 

Contributions . . .

 

Net investment earnings, gains, and losses

 

Grants or scholarships .

 

manor

Other expenditures for facilities
and programs

 

Administrative expenses . . . .

 

 

 

 

 

 

9 End of year balance . . .

 

2 Provide the estimated percentage of the current year end balance (line lg, column held as:

a Board designated or quasi-endowment 
Permanent 
Temporarily restricted endowment 

The percentages on lines 2a, 2b, and 2c should equal 100%.
3a Are there endowment funds not in the possession of the organization that are held and administered for the

 

 

 

 

organization by: Yes No
unrelated organizations . . . . . . . . . . . . . . . . . 33(i)
(ii) related organizations . . . . . . . . . . . . . . . . . 3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule . . . . . . . . . 3b

 

 

 

 

4 Describe in Part the intended uses of the organization's endowment funds.

 

Part VI Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property (3) Cost or other basls Cost or other basis (other) Accumulated depreciation Book value
(investment)

 

 

1a Land . . . .
bBuildings . . . .

Leasehold improvements

 

 

 

 

 

 

 

 

Equipment . . . . 19,733 19,733 0
Other . . .
Total. Add lines 1a through 1e.(Column must equal Form 990, Part X, column (B), line 10(0) . . 

 

 

Schedule (Form 990) 2018

1/16/2020

Page 32 of 40

Schedule (Form 990) 2018 Page 3

Part VII Ilwestments?{Jther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b.
See Form 9994 Part X, line 12.

Description of security or category (11) Method of valuation:
(inciudlng name of security) Book Cost or end-of?year market value
value

 

 

(1) Financial derivatives . . . . . . . . .
(2) Closely?held equity interests . . . . . . . .
(3)0ther

 

 

 

(A)

 

(B)

 


(D)

 

 

(E)
(F)

(H)

 

 

 

 

Total. (Column mustequai Form 990, Port col. ?ne I2) I.
Part 1581 Investments?Program Related.
Complete if the organization answered 'Yes? on Form 990, Part IV, line. 11c. See Form 990, Part X, fine 13.

Description of Investment Book Method of valuatlon:
Cost or end-of- market value

 

 

 

(1)

I

(5)
61


(91

 

Tomi. (Column must equal Harm 990, Part X, 601(8) ?ne 13.)

hips ub U1 6/2020

Page 33 of 4.0

Pa rtJiX Other Assets. if the answered on Form 990 Part IV line no. See. Form 990. Part X, line 15.
a ion Book value

 

(1)

(3)
(4)
(5)
(6)
(7)

(9)

 

Totai. Gofum? must Faun 990, Partx co! line-?art Other Liabilities. Complete? if the organization answered ?Yes' on Fonn 990, Part IV, Ilne 112 or 11f.
Form 990 Part I line 25.
1. Deacrip?tion of liability Book value

Federal income taxes








(9)

 

Total. {Column must equal Form 990, Part coma} line 25.} pa

2. Liability for uncertain tax positions. Part provide the text of the footnote to the organization?s ?nancial statements that reports the

organization?s liability for uncertain tax positions undo-r FIN 48 740). Check here if the text of the footnote has been provided In Part 
Schedule (Form 990) 2018

 

111113.31? l} 1 Q2020

Page 34 0f40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990) 2018 Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Complete if the organization answered 'Yes' on Form 990, Part IV, line 123.
Total revenue, gains, and other support per audited financial statements 1 2,956,674
2 Amounts included on line 1 but not on Form 990, Part line 12:
a Net unrealized gains (losses) on investments 23
Donated services and use of facilities . . 2b 209,951
Rec0veries of prior year grants . . . . . . . 2c
Other (Describe in Part . . . . . . . . 2d
Add lines 2a through 209,951
3 Subtract line 2e from line 2,746,723
Amounts included on Form 990, Part line 12, but not on line 1:
Investment expenses not included on Form 990, Part line 7b 43
Other (Describe in Part . . . . . .. . . 4b
c. Add lines Total revenue. Add lines 3 and 4c. [I'his must equal Form 990, Part I, line 12.) . . 5 2,746,723
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered "r?es' on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements . . 1 2,889,940
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities . . . . . . . 2a 209,951
Prior year adjustments . . . . . . . . . . . 2b
Other IoSses . . . . . . . . . . 21:
Other (Describe in Part . . . . . . . . . . . . 2d
Add lines 2a through 209,951
3 Subtract line 2e from line 2,679,989
Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part line 7b 4a
Other (Describe in Part 4b
Add lines Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . 5 2,679,989
Return Reference Explanation

 

PART X, LINE 2:



 

MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE PROVIDED BY U.S. GENERALLY ACCEPTED
ACCOUNTING PRINCIPLES FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE
CENTER CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31,
2018. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT
EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE CENTER HAD NO UNCERTAIN INCOME TAX
AT DECEMBER 31, 2018.

Schedule (Form 990) 2018

1/16/2020

Page 36 of 40

 

 

Iei'ile GRAPHIC print - DO NOT PROCESS I ORIGINAL DATA - Production I DLN: 9349331?036839l
Scheduie Transactions with interested Persons OMB 15" 
(Hum 990 or 990451) 3. Complete if the organization answered "Yes" on form 990, Part IV, tines 25a, 25b, 26, 
27, 28a, 2817, or 286, or Form 990-EZ, Part V, line 38a or 401).
)9 Attach to Form 990 or Form Sign?E2for the latest information.
Open to Ptililit

DepartmentofiheTreosmy
Inspection

lniernai Revenue Service
Name of the organization Employer identification number
THE CENTER FOR ORGANIZATIONAL RESEARCH
AND EDUCATION 25_m06579

9311 I Excess Bene?t Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations Only}.
complete if the organization answered ?Yes" on Form 990, Part IV. line 25a or 25b, or Form 990-62, Part V, line 40b.

1 Name of disquali?ed person Relationship between disquali?ed person and Description of Corrected?
organization transaction Yes No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2 Enter the amount of tax incurred by organization managers or disquali?ed persons during the year under section


3 Entertheamountof tax, irony, on line 2, above, reimbursed bvthe organization?7art Loans to andior From Interested Persons.
Complete if the organization answered "Yes? on Form 99052, Part V, line 383, or Form 990, Part IV, line 26; or if the organization

reported an amount on Form 99o, Part X, fine 5, 6, or 22

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of {13) Relationship Purpose (11} Loan to air from the (e)0riginai (?Balance (9)19 (?Written
interested person with organization of loan organization? principal due defauit? Approved by agreement?
amount board or
committee?
To From Yes No Yes No Yes No
Totai 

 

 

Fa"- ?1 Grants or Assistance Bene?ting Interested Persons.
Complete if the organization answered ?Yes? on Form 990, Part Wf line 

 

 

 

 

 

 

 

 

 

 

 

 

Name of interested person Reiationship between Amount of assistance Type of assistance Purpose of assistance
interested person and the
organization
For Panama-i: Reduction Act Hotice. see the Instructions for form 990 or Sign?E1. Cat. No. aoosan Schedule I. (form 990 or 999432) gum

htips 1/ 1 6/ 2020

Schedule (Form 990 or 990-EZ) 2018

Page 37 of40

 

 

 

 

Page 2
Part IV Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
Name of interested person Relationship Amount of Description of transaction Sharing
between interested transaction of

person and the organization's

organization revenues?

Yes No

(1) RICHARD BERMAN AND CO INC SEE PART BELOW 1,264,696 SEE PART BELOW N0

 

 

 

 

 

 

 

 

 

 

 

Part Supplemental Information
Provide additional information for respormes to questions on Schedule {see instructions}.

Return Reference
SCHEDULE L, PART IV (B) 
DESCRIPTION OF RELATIONSHIP:

SCHEDULE L, PART IV (D) -
DESCRIPTION OF SERVICES:

 

Explanation
ENTITY IS MORE THAN 35% OWNED BY RICHARD BERMAN, PRESIDENT.

SERVICES PROVIDED INCLUDE RESEARCH AND ON ISSUES IMPORTANT TO THE
ORGANIZATION, ADVERTISING, PUBLIC AND MEDIA RELATIONS, PROGRAM MANAGEMENT AND PROMOTION
OF INFORMATION TO THE PUBLIC, ACCOUNTING AND FINANCIAL OPERATIONS, MANAGEMENT, GENERAL
AND ADMINISTRATIVE, MEETING PLANNING, AND ADDITIONAL SERVICES AS NEEDED IN MEETING THE
OBJECTIVE OF THE CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION IN THE FULFILLMENT OF

ITS MISSION AND EXEMPT PURPOSES.



Schedule (Form 990 or 990-EZ) 2018

1/16/2020

Page 

 

l?file GRAPHIC print DO NOT PROCESS I ORIGINAL DATA - Produt?mi I

DLN: 93493317035889 

 

OMB No. 1545?004?
SCHEDULE 0 Supplementai Information to Form 990 or 990-52
(Form 999 0' Complete to provide information for responses to speci?c questions on 2 0 1 8
Form 990 or 990- E2 9r to provide any additional information.
WIOTUTE Tm ?5 Attach to mm] 990 or 011e,} t6 gabiig
lnlernal Raver-am Sewice i Go to for the latest information. 

 

 

 

Name of the organlzatiun
THE CENTER FOR URGANIEATIDNAL RESEARCH

AND EDUCATION

Empioyer identification nmnber
.. 26?00065?9

 

 

 

 

 

 

 

 

 

Return Explanation

Reference
FORM 990. COREPROJECTSCOM, CONSUMERFREEDOMCOM, ACTIVISTFACTSCOM, 
PAGE 1, PETAKILLSANIMALSCOM, CREWEXPOSEDCOM, 
ITEM J: BIGGREEN RADICALSACOM, ACCOUNTABLESOIENCECOM, EPAFACTSCOM, GREENDECOYSCOM,
WEBSI ES ELPPET SHELTERSCOM, WELLNESSCONSUMER FREEDOMCOM, PETSHELTERSCAMCOM,
INCLUDE PETASAVESANIMALSCOM, MATERNITYPENSCOM, LEEDEXPOSEDCOM, HSOTCORG, DISASTERWHORESCOM, 5
THE BIZBULLIESCOM
FOLLOWING:
FORM 990, THE CENTER FOR CONSUMER FREEDOM HUMAN EWATCH ENVIRONMENTAL POLICY ALLIANCE HUMANE SOCIETY

PAGE 1, FOR SHELTER PETS THE CENTER FOR ACCOUNTABILITY IN SCIENCE
C:

DOING

BUSINESS

AS:

FORM 993, RICHARD BERMAN AND COMPANY, IS THE MANAGEMENT COMPANY FOR THE CENTER FOR ORGANIZATIONAL

. PART VI, RESEARCH AND EDUCATION. RICHARD HERMAN, PRESIDENT AND EXECUTIVE DIRECTOR OF THE CENTER FOR

SECTION A, ORGANIZATIONAL RESEARCH AND EDUCATION, WAS COMPENSATED AS PRESIDENT OF RICHARD BERMAN AND
I. I NE 3 COMPANY, INC. DURING 201 B- DUE TO THE ESTABLISHED ACCOUNTING AND FINANCIAL INTERNAL

CONTROL PROCESSES, WHICH HAVE BEEN APPROVED BY THE INDEPENDENT AUDITING FIRM, CONFIDENTIAL
COMPENSATION INFORMATION IS UNAVAILABLE TO THE PREPARER AND SIGNING 

FORM 990, THE CENTER FOR ORGANIZATIONAL RESEARCH AND ED FORM 990 WAS REVIEWED BY MANAGEMENT.

5 PART VI, MEMBERS OF THE GOVERNING BODY AND OUTSIDE LEGAL COUNSEL BOTH RECEIVED AND REVIEWED COPIES OF
SECTION B, THIS FORM 990, REDACTED FOR DONOR INFORMATION, PRIOR TO TTS FILING, COMMENTS WERE ADDRESSED
LINE 1 1B BEFORE THE RETURN WAS FILED.

FORM 9'90, THE CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION REQUIRES THE OFFICERS AND DIRECTORS TO
PART VI, READ AND SIGN THE POLICY AND TO DISCLOSE ANY CONFLICT OF INTEREST THEY MAY HAVE TO THE ENTIRE
SECTION B, BOARD. THE BOARD THEN DECIDES WHETHER OR NOT THERE EXISTS A CONFLICT ANY OFFICERS OR BOARD

LINE 120 MEMBERS WITH CONFLICTS ARE RECUSED FROM VOTING UPON ISSUES INVOLVING THEIR PARTICULAR CONFLICT.

i FORM 990, THE CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION REQUIRES THAT COMPENSATION FOR THE

PART VI, DIRECTORS AND EMPLOYEES BE REVIEWED AND APPROVED BY THE BOARD OF PERSONS WITH

SECTION B, CONFLICTS OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE RECUSED.

LINE 15 CCNTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE DONE WITH RESPECT TO DELIBERATTONS AND

. DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.

FORM 990, THE CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION DOES NOT MAKE ITS GOVERNING DOCUMENTS,

PART VI, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION EXCEPT

SECTION C, THROUGH THOSE DOCUMENTS FILED WITH ITS FORM 1023 EXEMPTION APPLICATION AVAILABLE UPON

LINE 19 REQUEST AT THE ORGANIZATIONS HEADQUARTERS IN WASHINGTON, DC) AS REQUIRED BY LAW

 

 

 

 

For RedunIIm Act Man. an the Inshudim for Form 9910 or SM



Cat. 2918

1} I 6l2020