2026-09-18T07:52:15-05:00 2025-12-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2025-01-01 382926822 ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY ACTO 6164543080 98 E FULTON ST 101 GRAND RAPIDS MI 49503 KRIS MAUREN PRESIDENT 6164543080 2026-09-18 1 DAREN DAIGA P01074795 5055022746 2026-09-18 2025 ACTON INSTITUTE KRIS MAUREN 98 E FULTON ST 101 GRAND RAPIDS MI 49503 11466552 0 X WWW.ACTON.ORG X 1990 MI TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY 15 13 44 31 60296 23246 9550871 7921689 471723 560895 843613 559756 -65687 -129796 10800520 8912544 1236335 1002980 0 0 4961713 4956189 52900 21250 1602432 5939659 6038450 12190607 12018869 -1390087 -3106325 26553120 23167512 192749 254885 26360371 22912627 X THE MISSION OF THE ACTON INSTITUTE IS TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. 0 0 4973801 547731 492077 EDUCATION:THE PROGRAMS AND EDUCATION DEPARTMENT OF THE ACTON INSTITUTE EQUIPS CURRENT AND EMERGING LEADERS IN ECONOMICS, RELIGION, AND BUSINESS THROUGH HIGH-QUALITY EDUCATIONAL INITIATIVES. THESE PROGRAMS EMPHASIZE THE MORAL FOUNDATIONS OF A FREE ECONOMY AND AIM TO FOSTER AN ENVIRONMENT WHERE ALL INDIVIDUALS HAVE THE OPPORTUNITY TO THRIVE. WHILE OPEN TO ALL, PRIORITY IS GIVEN TO APPLICANTS WITH A DEMONSTRATED ABILITY TO EFFECT CHANGE AND INFLUENCE WITHIN THEIR INSTITUTIONS, COMMUNITIES, AND DENOMINATIONS BOTH NATIONALLY AND INTERNATIONALLY.THE INSTITUTE OFFERS A RANGE OF EDUCATIONAL PROGRAMS, FROM INTIMATE SEMINARS TO LARGE-SCALE CONFERENCES. (CONTINUED ON SCHEDULE O)ITS FLAGSHIP EVENT, ACTON UNIVERSITY, IS A FOUR-DAY ANNUAL CONFERENCE THAT ATTRACTS OVER 900 PARTICIPANTS FROM NEARLY 80 COUNTRIES TO EXPLORE THE PRINCIPLES OF A FREE AND VIRTUOUS SOCIETY. MANY ATTENDEES RECEIVE FINANCIAL ASSISTANCE TO HELP COVER EXPENSES SUCH AS LODGING, MEALS, REGISTRATION, AND, WHEN NEEDED, TRAVEL. ADDITIONALLY, THE EDUCATION DEPARTMENT ACTIVELY BUILDS ECUMENICAL NETWORKS OF RELIGIOUS LEADERS, STUDENTS, EDUCATORS, AND BUSINESS PROFESSIONALS TO BROADEN THE INSTITUTE'S IMPACT, FORM STRATEGIC PARTNERSHIPS, AND STAY RESPONSIVE TO THE NEEDS OF ITS GLOBAL AUDIENCE. 1953812 381099 1255 RESEARCH:THE INSTITUTE'S ACADEMIC INVESTIGATIONS ARE CONDUCTED BY ITS RESEARCH AND PUBLICATIONS DEPARTMENT. THE WORK PRODUCED AT ACTON RESEARCH INCLUDES THE DISCIPLINES OF PHILOSOPHY, ECONOMICS, THEOLOGY, AND HISTORY, AMONG OTHERS, AND IT INCLUDES THE CONTRIBUTIONS OF BOTH IN-HOUSE RESEARCH FELLOWS, AFFILIATES, AND OF INVITED SCHOLARS. ADDITIONALLY, THE MATERIALS AND RESEARCH PRODUCED AT THE ACTON INSTITUTE ARE DELIVERED LOCALLY IN GRAND RAPIDS AS WELL AS AT NATIONAL AND INTERNATIONAL CONFERENCES WITH THE GOAL OF REACHING THE SCHOLARLY COMMUNITY AT LARGE.(CONTINUED ON SCHEDULE O)THE RESEARCH AND PUBLICATIONS DEPARTMENT PUBLISHES BOOKS, AN ACADEMIC JOURNAL, THE ACTON INSTITUTE'S RELIGION & LIBERTY MAGAZINE, RELIGION AND LIBERTY ONLINE, MONOGRAPHS, AND OCCASIONAL PAPERS, ALONG WITH ESSAYS AT RESPECTED AND SCHOLARLY ONLINE OUTLETS. THE RESEARCH AND PUBLICATIONS DEPARTMENT ALSO PRODUCES THE WEEKLY ACTON LINE PODCAST. THE JOURNAL OF MARKETS & MORALITY IS A SEMI-ANNUAL REFEREED JOURNAL THAT PROVIDES A FORUM FOR SCHOLARS FROM MANY DISCIPLINES TO ENGAGE ISSUES CONCERNING THE MORALITY OF THE MARKETPLACE. SELECT PRIMARY SOURCES ARE TRANSLATED AND EDITED FOR WIDER DISSEMINATION AND USE BY SCHOLARS. NON-CHRISTIANS HAVE ALSO WRITTEN ARTICLES AND BOOKS ADDRESSING RELEVANT THEMES OF INTEREST TO THE ACTON INSTITUTE, SUCH AS LIBERTY, RELIGIOUS FREEDOM, AND THE FREE ECONOMY.THE RESEARCH AND PUBLICATIONS DEPARTMENT ALSO MANAGES ACTON'S ACADEMIC SCHOLARSHIP PROGRAMS. FELLOWSHIPS ARE AWARDED TO PROVIDE FINANCIAL ASSISTANCE TO PROMISING DOCTORAL CANDIDATES, GRADUATE STUDENTS, SEMINARIANS, AND SCHOLARS WHO ARE ADVANCING AN UNDERSTANDING OF THE CONNECTION BETWEEN ECONOMIC LIBERTY AND RELIGIOUS VALUES. FREE MARKET MINI-GRANTS HELP FUND UNIVERSITY COURSE DEVELOPMENT AND FACULTY RESEARCH IN MARKET ECONOMICS AT COLLEGES, UNIVERSITIES, AND SEMINARIES IN THE UNITED STATES AND CANADA. THE FREEDOM AND PROSPERITY GRANT PROMOTES RESEARCH BY SCHOLARS INTERNATIONALLY INTO THE RELATIONSHIP BETWEEN FREEDOM AND PROSPERITY USING THE ATLANTIC COUNCIL FREEDOM AND PROSPERITY INDEXES. THE CALIHAN ACADEMIC GRANTS PROVIDE FINANCIAL ASSISTANCE TO SCHOLARS AND GRADUATE STUDENTS WHOSE ACADEMIC WORK SHOWS OUTSTANDING POTENTIAL TO ADVANCE UNDERSTANDING IN THE RELATIONSHIP BETWEEN THEOLOGY AND THE PRINCIPLES OF THE FREE AND VIRTUOUS SOCIETY. THE ANNUAL NOVAK AWARD RECIPIENT IS PRESENTED WITH A PRIZE TO ACKNOWLEDGE AND REWARD NEW RESEARCH ON THE RELATIONSHIP BETWEEN RELIGION, ECONOMIC FREEDOM, AND THE FREE AND VIRTUOUS SOCIETY. THE INTERNATIONAL RESEARCH GRANT PROVIDES FINANCIAL ASSISTANCE TO PROMISING INTERNATIONAL SCHOLARS AND INTERNATIONAL INSTITUTIONS SUCH AS THINK TANKS WORKING AT THE INTERSECTION OF RELIGION AND FREE MARKETS.LASTLY, THE RESEARCH AND PUBLICATIONS DEPARTMENT MANAGES OR HELPS MANAGE A NUMBER OF PROGRAMS, INCLUDING (1) CONFERENCES FOR SCHOLARS, GRADUATE STUDENTS, PUBLIC INTELLECTUALS AND LEADING RELIGIOUS FIGURES, (2) AN ACADEMIC CONFERENCE HELD ANNUALLY IN GRAND RAPIDS, (3) AND THE SCHOLARLY AND PROGRAMMATIC OUTREACH OF ACTON'S ROME OFFICE.INTERNATIONALLY, WE HAVE HELD CONFERENCES ON VARIOUS TOPICS SUCH AS ECONOMIC LIBERTY, JUSTICE, ECONOMIC HISTORY, POVERTY AND DEVELOPMENT, CATHOLIC SOCIAL TEACHING, WAR AND PEACE, PROTESTANT SOCIAL THOUGHT, JUDAISM AND THE ECONOMY, PROPERTY RIGHTS, MONETARY POLICY, AND LIMITED GOVERNMENT. RESEARCH AND PUBLICATIONS WORKS WITH UNIVERSITY ADMINISTRATORS AND PRESIDENTS IN A CONSULTATIVE CAPACITY, AND OUR SCHOLARS ALSO LIAISE EXTENSIVELY WITH UNIVERSITY PROFESSORS AROUND THE WORLD WHO SHARE THE SAME INTELLECTUAL INTERESTS. 1518566 31455 1000 THE CENTER FOR SOCIAL FLOURISHING FOCUSES THE ACTON INSTITUTE'S WORK PROMOTING THE IDEAS NECESSARY FOR A FREE AND VIRTUOUS SOCIETY ON THE ALLEVIATION OF POVERTY AND RELATED SOCIAL PROBLEMS IN THE UNITED STATES. THE CENTER DOES THIS THROUGH CONFERENCES, RESEARCH, A PARTNERSHIP NETWORK, AND FILM AND MEDIA, INCLUDING A NEW FEATURE-LENGTH DOCUMENTARY MOVIE ABOUT ATTEMPTS TO ADDRESS POVERTY IN THE UNITED STATES. THE CENTER'S TEAM ALSO OPERATES A RELATED INITIATIVE OF THE ACTON INSTITUTE: THE POVERTYCURE PROJECT, WHICH IS AN EXPRESSION OF ACTON'S WORK ON GLOBAL POVERTY AND DEVELOPMENT.THE LARGEST INDIVIDUAL PROJECT OF THE CENTER IS THE NEW DOCUMENTARY ON POVERTY IN THE UNITED STATES. (CONTINUED ON SCHEDULE O)DIRECTED BY MICHAEL MILLER, WHO IS ALSO THE CENTER'S DIRECTOR, THE FILM, TITLED POVERTY TRAP, CRITIQUES AMBITIOUS SOLUTIONS TO POVERTY THAT HAVE HAD THE UNINTENDED EFFECT OF PREVENTING UPWARD MOBILITY. DRAWING FROM 130 INTERVIEWS FILMED IN 16 STATES, THE FILM WILL BE COMPLETED BY SUMMER 2026, AT WHICH POINT IT WILL BE SUBMITTED FOR FILM FESTIVALS.THE CENTER CONTINUES TO PROMOTE OTHER ACTON MEDIA PRODUCTS, INCLUDING THE POVERTYCURE SERIES AND THE DOCUMENTARY POVERTY, INC. MANY CHURCHES, SCHOOLS, AND UNIVERSITIES HAVE INCORPORATED THE POVERTYCURE SERIES RESOURCE INTO THEIR CURRICULUMS. ACTON'S DOCUMENTARY POVERTY, INC. HAS EARNED MORE THAN 45 FILM FESTIVAL AWARDS TO DATE, INCLUDING THE $100,000 TEMPLETON FREEDOM AWARD. THE FILM HAS SCREENED MORE THAN 500 TIMES IN 28 COUNTRIES. ITS IMPACT CONTINUES, AND IT STREAMS ON MULTIPLE PLATFORMS. 1266423 42694 111094 GENERAL EDUCATION AND COMMUNICATIONS:THE INSTITUTE ADVANCES ITS MISSION BY ENGAGING BUSINESS LEADERS, POLICYMAKERS, STUDENTS, CLERGY, AND COMMUNITY INFLUENCERS THROUGH A WIDE RANGE OF EDUCATIONAL INITIATIVES. THESE INCLUDE LECTURES, CONFERENCES, MEDIA PRODUCTIONS, DIGITAL CONTENT, AND WRITTEN MATERIALS DESIGNED TO DEEPEN PUBLIC UNDERSTANDING OF THE INTERSECTION OF FAITH, ECONOMICS, AND HUMAN FLOURISHING.THROUGHOUT 2025, THE INSTITUTE HOSTED AN ACTIVE CALENDAR OF EVENTS ACROSS THE UNITED STATES AND INTERNATIONALLY TO CONNECT WITH SUPPORTERS AND EXPAND ITS EDUCATIONAL REACH. LUNCHEONS AND DINNERS FEATURING DISTINGUISHED ACTON SCHOLARS AND GUEST LECTURERS PROVIDED OPPORTUNITIES FOR SUBSTANTIVE DISCUSSION ON ECONOMIC FREEDOM, ENTREPRENEURSHIP, AND THE MORAL FOUNDATIONS OF A FREE SOCIETY.THE INSTITUTE ALSO CELEBRATED ITS 35TH ANNUAL DINNER IN GRAND RAPIDS, A MAJOR OUTREACH EVENT BRINGING TOGETHER NEARLY 700 ATTENDEES FROM NUMEROUS STATES AND SEVERAL COUNTRIES. THE EVENING FEATURED PROMINENT SPEAKERS AND HIGHLIGHTED ACTON'S GLOBAL IMPACT, WHILE EXPRESSING GRATITUDE TO SUPPORTERS AND PARTNERS WHO ADVANCE THE INSTITUTE'S MISSION.ACTON'S HEADQUARTERS CONTINUED TO SERVE AS A VIBRANT HUB FOR EDUCATIONAL PROGRAMMING. THE ACTON LECTURE SERIES AND OTHER IN HOUSE EVENTS CONVENED SCHOLARS, PRACTITIONERS, AND COMMUNITY MEMBERS FOR DISCUSSIONS ON TOPICS CENTRAL TO THE INSTITUTE'S WORK, INCLUDING RELIGIOUS LIBERTY, ECONOMIC POLICY, AND CULTURAL RENEWAL.THE INSTITUTE OPERATES A BOOKSTORE THAT PROMOTES ACTON'S OWN PUBLICATIONS AS WELL AS CAREFULLY SELECTED EXTERNAL WORKS ALIGNED WITH ITS MISSION. THESE MATERIALS WERE SOLD, DISTRIBUTED, AND EXHIBITED AT EVENTS AROUND THE WORLD, EXTENDING ACTON'S EDUCATIONAL INFLUENCE TO NEW AUDIENCES.ACTON'S DIGITAL PRESENCE CONTINUED TO EXPAND IN 2025. THE INSTITUTE'S PRIMARY WEBSITE (WWW.ACTON.ORG), ALONG WITH PLATFORMS SUCH AS RELIGION & LIBERTY, OFFERED A GROWING LIBRARY OF ARTICLES, VIDEOS, PODCASTS, AND ARCHIVAL RESOURCES. ACTON'S SOCIAL MEDIA CHANNELS ALSO SAW NOTABLE ENGAGEMENT, ENABLING THE INSTITUTE TO REACH A BROADER PUBLIC WITH TIMELY COMMENTARY AND EDUCATIONAL CONTENT.THE COMMUNICATIONS DEPARTMENT OVERSEES ACTON'S WEBSITES, PODCASTS, AND SOCIAL MEDIA CHANNELS, INTEGRATING TEXT, AUDIO, AND VIDEO USING MODERN DIGITAL TOOLS TO MAKE ACTON'S MESSAGE ACCESSIBLE ACROSS PLATFORMS. THE DEPARTMENT ALSO SUPPORTS BOTH PRINT AND DIGITAL EDITIONS OF RELIGION & LIBERTY AND CONNECTS ACTON EXPERTS WITH JOURNALISTS COVERING ISSUES RELATED TO FAITH, ECONOMICS, AND PUBLIC POLICY.ACTON'S DOCUMENTARY WORK CONTINUED TO GENERATE SIGNIFICANT PUBLIC INTEREST IN 2025. THE HONG KONGER, RELEASED IN 2023 AND SCREENED AT NUMEROUS FILM FESTIVALS, REMAINED AN IMPORTANT TOOL FOR RAISING AWARENESS ABOUT THE IMPRISONMENT OF JIMMY LAI AND THE BROADER STRUGGLE FOR FREEDOM IN HONG KONG. IN 2025, ACTON ADVANCED PRODUCTION AND OUTREACH EFFORTS FOR ITS UPCOMING DOCUMENTARY POVERTY TRAP, A FOLLOW UP TO THE AWARD WINNING POVERTY, INC. THE INSTITUTE BEGAN SCHEDULING PRE SCREENINGS, SUBMITTING THE FILM TO FESTIVALS, AND HOSTING DISCUSSIONS IN PREPARATION FOR ITS 2026 EVENT SCREENING CYCLE. THE FILM IS SCHEDULED FOR PUBLIC RELEASE IN 2027. 1266423 42694 111094 9712602 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 1 1 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 127 0 1 44 1 1 1 1 IT 0 0 0 1 1 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV OH OK OR PA RI SC TN VA WA WI WV X X TOM VOGT 6164543080 98 E FULTON ST 101 GRAND RAPIDS MI 49503 KRIS MAUREN PRESIDENT 50.00 X X 374341 0 43201 REV ROBERT A SIRICO PRESIDENT EMERITUS 50.00 X X 171425 0 5382 DAVID HUMPHREYS CHAIRMAN 1.00 X X 0 0 0 FRANK HANNA VICE CHAIRMAN 1.00 X X 0 0 0 JOHN HERN SECRETARY 1.00 X X 0 0 0 JC HUIZENGA ASST. SECRETARY 1.00 X X 0 0 0 JOHN KENNEDY TREASURER 1.00 X X 0 0 0 DAVID DURELL DIRECTOR 1.00 X 0 0 0 JOAN QUINTANA DIRECTOR 1.00 X 0 0 0 LESLIE GRAVES DIRECTOR 1.00 X 0 0 0 MARIA MONTSERRAT DIRECTOR 1.00 X 0 0 0 MICHAEL MURASKI DIRECTOR 1.00 X 0 0 0 NATHAN BOND DIRECTOR 1.00 X 0 0 0 PATRICIA DUTHLER DIRECTOR 1.00 X 0 0 0 DAVID BAHNSEN DIRECTOR 1.00 X 0 0 0 TOM VOGT CHIEF FINANCIAL OFFICER 50.00 X 136339 0 38801 STEPHEN BARROWS CHIEF OPERATING OFFICER 50.00 X 188302 0 63991 KEVIN AUGUSTYN VP OF DEVELOPMENT 50.00 X 204058 0 33379 MICHAEL MILLER CHIEF OF STRATEGIC INITIATIVES 50.00 X 176167 0 44143 JOHN PINHEIRO DIRECTOR OF RESEARCH 50.00 X 134290 0 37978 ANTHONY BRADLEY DISTINGUISHED RESEARCH FELLOW 50.00 X 151620 0 18285 DAN CHURCHWELL DIRECTOR OF PROGRAMS & EDUCATION 50.00 X 115153 0 41407 1651695 0 326567 11 0 1 0 LIVESPACE LLC 4995 STARR STREET SE GRAND RAPIDS MI 49546 LIVE AUDIO VISUAL 176522 SCIONKA INC 428 N PROSPECT ST COLORADO SPRINGS CO 80903 MEDIA PRODUCTION 155000 IRON LIGHT INC 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 MARKETING & PROMOTION 122000 SALESFORCECOM INC PO BOX 203141 DALLAS TX 753203141 SOFTWARE 119081 MOVIEGOER 990 BLONCO CIRCLE BILLINGS MT 59105 MEDIA PRODUCTION & PROMOTION 103000 5 1301 201800 7718588 71078 7921689 EDUCATION 611710 481677 481677 GEN. EDUCATION/COMM. 611710 66563 66563 RESEARCH 541720 1255 1255 SOCIAL FLOUR. CENTER 624190 1000 1000 10400 10400 560895 473169 60775 412394 9000 9479 -479 -479 -479 2378986 2292399 86587 86587 86587 48688 201800 222536 -173848 -173848 74125 29594 44531 44531 8912544 605426 60296 325133 X 71012 71012 397470 397470 534498 534498 1021782 730799 72530 218453 300 300 3043067 2176462 216008 650597 144609 103427 10265 30917 456384 326415 32396 97573 290047 207447 20589 62011 11979 2918 9061 45244 3927 41317 21250 21250 1417733 1356311 21678 39744 23610 23610 526737 374236 22818 129683 46866 33461 9003 4402 128007 98378 16786 12843 325382 201223 38341 85818 2374705 2371658 809 2238 404264 187775 88217 128272 42821 27749 6742 8330 EQUIPMENT RENTAL & MAIN 153627 126777 15898 10952 MEALS & ENTERTAINMENT 97038 80226 7389 9423 UBIT 1200 1200 439237 276523 72788 89926 12018869 9712602 703835 1602432 1580477 711822 1436738 63905 1465384 1538473 275238 163518 24336 15500 823464 975170 9609345 3882137 6062487 5727208 4458698 5100510 10426298 8871406 26553120 23167512 170839 211085 21910 43800 192749 254885 X 17796099 13964033 8564272 8948594 26360371 22912627 26553120 23167512 X -3106325 -280644 -60775 X 0 1 X 1 0 X 14007762 11861238 9838879 9550871 7921689 53180439 14007762 11861238 9838879 9550871 7921689 53180439 12717000 40463439 77474 15819 1028077 459057 412394 1992821 483259 810521 645095 3224 1942099 57115359 2435433 0.70850 0.67590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 754777 61987 202974 33959 985779 579736 80046 24117 635665 567689 37215 25168 579736 705185 -112404 25092 567689 643047 83354 21216 705185 0.00000 1.00000 0.00000 0 0 1080000 1080000 6160404 1933242 4227162 2247887 1827841 420046 121054 121054 0 5727208 COMMON STOCK OF PRIVATELY HELD CORP 5000000 F FIXED INCOME 3871406 F 8871406 9320963 -280644 488229 261609 469194 8851769 60775 60775 8912544 12768707 488229 261609 749838 12018869 0 12018869 PART V, LINE 4: THE INTENDED USE FOR THE ENDOWMENT FUND IS TO SUPPORT THE NOVAK AWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29,594. RENTAL EXPENSES 9,479. FUNDRAISING EVENT EXPENSES 222,536. PART XI, LINE 4B - OTHER ADJUSTMENTS: TAXABLE INCOME FROM FORMS K-1 NOT RECORDED ON BOOKS 60,775. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29,594. RENTAL EXPENSES 9,479. FUNDRAISING EVENT EXPENSES 222,536. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 1 3 PROGRAM SERVICES EDUCATION 525117 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 198376 SOUTH AMERICA 0 0 GRANTMAKING 158630 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 92120 SOUTH ASIA 0 0 GRANTMAKING 55140 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 21245 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 GRANTMAKING 8987 1 3 0 0 1 3 1059615 0 1059615 EUROPE (INCLUDING ICELAND & GREENLAND) CONFERENCE ASSISTANCE 29803 ELECTRONIC TRANSFER 0 1 0 EDUCATION AND TRAVEL ASSISTANCE EUROPE (INCLUDING ICELAND & GREENLAND) 109 167573 WIRE EDUCATION AND TRAVEL ASSISTANCE SOUTH AMERICA 146 158630 WIRE EDUCATION AND TRAVEL ASSISTANCE SUB-SAHARAN AFRICA 61 92120 WIRE EDUCATION AND TRAVEL ASSISTANCE SOUTH ASIA 43 55140 WIRE EDUCATION AND TRAVEL ASSISTANCE CENTRAL AMERICA AND THE CARIBBEAN 20 21245 WIRE EDUCATION AND TRAVEL ASSISTANCE NORTH AMERICA (CANADA & MEXICO ONLY) 12 8987 WIRE 0 0 0 0 0 0 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT DETAILING HOW THE GRANT FUNDS WERE USED. THE REPORTS ARE REVIEWED BY ACTON STAFF TO VERIFY PROPER USE. SOME GRANTS RELATE TO ACTON SPONSORED EVENTS AND CAN BE VERIFIED INTERNALLY. GRANT FUNDS MAY BE REVOKED FOR USE OUTSIDE OF GRANT PURPOSE. PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR USING THE ACCRUAL METHOD OF ACCOUNTING. X X X X X 1 AMERICAN PHILANTHROPIC 651 VALLEY ROAD BOX 1480 HOCKESSIN DE 19707 FUNDRAISING CONSULTING 0 0 21250 -21250 21250 -21250 AL AR CA CO CT FL IL KS KY ME MD MA MI MN MS NV NH NJ NM NC ND OH OK OR PA RI SC TN UT WA WV WI ANNUAL DINNER 250488 201800 48688 154813 2700 65023 250488 201800 48688 154813 2700 65023 222536 -173848 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE. NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. 1 EVERGREEN COMMONS 480 STATE STREET HOLLAND MI 49423 382526940 501(C)(3) 15000 0 ORGANIZATIONAL SUPPORT WHEATON COLLEGE 501 COLLEGE AVE WHEATON IL 60187 362182171 501(C)(3) 8800 0 ORGANIZATIONAL SUPPORT THE UNIVERSITY OF TOLEDO FOUNDATION 4510 DORR ST TOLEDO OH 43615 346555110 501(C)(3) 8000 0 ORGANIZATIONAL SUPPORT THE CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVE NE WASHINGTON DC 20064 530196583 501(C)(3) 6100 0 ORGANIZATIONAL SUPPORT UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 770064626 741277664 501(C)(3) 5500 0 ORGANIZATIONAL SUPPORT 5 0 RESEARCH, FELLOWSHIP 103 207970 TRAVEL SCHOLARSHIPS 261 189500 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT DETAILING HOW THE GRANT FUNDS WERE USED. THE REPORTS ARE REVIEWED BY ACTON STAFF TO VERIFY PROPER USE. SOME GRANTS RELATE TO ACTON SPONSORED EVENTS AND CAN BE VERIFIED INTERNALLY. GRANT FUNDS MAY BE REVOKED FOR USE OUTSIDE OF GRANT PURPOSE. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 KRIS MAUREN PRESIDENT 349341 0 25000 0 0 0 5000 0 38201 0 417542 0 0 0 STEPHEN BARROWS CHIEF OPERATING OFFICER 186302 0 2000 0 0 0 5000 0 58991 0 252293 0 0 0 KEVIN AUGUSTYN VP OF DEVELOPMENT 172058 0 32000 0 0 0 5000 0 28379 0 237437 0 0 0 MICHAEL MILLER CHIEF OF STRATEGIC INITIATIVES 164667 0 11500 0 0 0 5000 0 39143 0 220310 0 0 0 REV ROBERT A SIRICO PRESIDENT EMERITUS 171425 0 0 0 0 0 5000 0 382 0 176807 0 0 0 TOM VOGT CHIEF FINANCIAL OFFICER 134339 0 2000 0 0 0 5000 0 33801 0 175140 0 0 0 JOHN PINHEIRO DIRECTOR OF RESEARCH 132790 0 1500 0 0 0 5000 0 32978 0 172268 0 0 0 ANTHONY BRADLEY DISTINGUISHED RESEARCH FELLOW 150620 0 1000 0 0 0 5000 0 13285 0 169905 0 0 0 DAN CHURCHWELL DIRECTOR OF PROGRAMS & EDUCATION 114153 0 1000 0 0 0 5000 0 36407 0 156560 0 0 0 PART I, LINE 1A ACTON OCCASIONALLY COVERS FIRST-CLASS FARES ON LONG DOMESTIC AND INTERNATIONAL TRIPS FOR BONA-FIDE BUSINESS PURPOSES TO SPEAK AND CONDUCT OFFSITE MEETINGS WITH STAFF AND DONORS FOR ROBERT SIRICO. IT IS POLICY TO HAVE HIM REIMBURSE THE ORGANIZATION FOR ANY PERSONAL CHARGES THAT ARE NOT CONSIDERED BONA-FIDE BUSINESS EXPENSES. THIS BENEFIT IS TREATED AS NONTAXABLE. PART I, LINE 7 NON-FIXED PAYMENTS IN THE FORM OF BONUSES WERE GIVEN TO THE FOLLOWING INDIVIDUALS: MICHAEL MILLER, CHIEF OF STRATEGIC INITIATIVES, KEVIN AUGUSTYN, VP OF DEVELOPMENT, KRIS MAUREN, PRESIDENT, JOHN PINHEIRO, DIRECTOR OF RESEARCH, STEPHEN BARROWS, CHIEF OPERATING OFFICER, TOM VOGT, CHIEF FINANCIAL OFFICER, ANTHONY BRADLEY, DISTINGUISHED RESEARCH FELLOW, DAN CHURCHWELL, DIRECTOR OF PROGRAMS AND EDUCATION X 7 71078 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION IS ORGANIZED ON A MEMBERSHIP BASIS. THERE ARE TWO CLASSES OF MEMBERS: FULL MEMBERS AND ASSOCIATE MEMBERS. ONLY FULL MEMBERS ARE ENTITLED TO VOTE. THE FULL MEMBERS ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY, THE BOARD OF DIRECTORS. THE ORIGINAL MEMBERS WERE APPOINTED IN THE FOUNDING DOCUMENTS OF INCORPORATION. NEW MEMBERS MAY BE ADDED BY A TWO-THIRDS VOTE OF THE FULL MEMBERS. THE BOARD OF DIRECTORS, BY UNANIMOUS ACTION, MAY TERMINATE THE MEMBERSHIP OF ANY MEMBER WHO FAILS TO COMPLY WITH THE BYLAWS OR REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE ABILITY TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, THE BOARD OF DIRECTORS. THE BYLAWS GRANT MEMBERS THE POWER TO FILL VACANCIES OR REMOVE EXISTING DIRECTORS BY A MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER. IT IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE. A DRAFT COPY OF THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. IN ADDITION, A COPY OF THE FORM 990 DRAFT WILL BE AVAILABLE IN A SECURED PART OF THE WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS WHICH ARE REVIEWED BY THE DIRECTOR OF HR AND THE PRESIDENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD, ALONG WITH THE COMPENSATION COMMITTEE, INVESTIGATES AND DETERMINES THE COMPENSATION PACKAGE FOR THE PRESIDENT AND PRESIDENT EMERITUS. THE PRESIDENT AND HUMAN RESOURCES DETERMINE THE COMPENSATION FOR ALL OTHER OFFICERS. THE PROCESS INCLUDES COMPARISON TO SIMILAR ORGANIZATIONS AND SALARY SURVEYS AS WELL AS ANALYSIS OF RESPONSIBILITIES AND PERFORMANCE. THE APPROVAL PROCESS FOR THE PRESIDENT AND PRESIDENT EMERITUS IS DOCUMENTED BY THE COMPENSATION COMMITTEE. THE APPROVAL PROCESS FOR ALL OTHER OFFICERS IS DOCUMENTED INTERNALLY BY THE DIRECTOR OF PEOPLE AND CULTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 572,707. MANAGEMENT AND GENERAL EXPENSES 21,678. FUNDRAISING EXPENSES 29,301. TOTAL EXPENSES 623,686. MEDIA PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 329,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,727. GRAPHICS AND DESIGN SERVICES: PROGRAM SERVICE EXPENSES 49,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,997. TOTAL EXPENSES 57,965. EDITORIAL CONSULTANTS: PROGRAM SERVICE EXPENSES 132,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,900. HONORARIUMS: PROGRAM SERVICE EXPENSES 144,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,284. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 126,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,446. TOTAL EXPENSES 129,171. FORM 990, PART XI, LINE 9: TAXABLE INCOME FROM FORMS K-1 NOT RECORDED ON BOOKS -60,775.