FUNDED SOLELY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE OF |
RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED OF THE AMERICAN PRESIDENTS OF THE 20TH CENTURY. FISCAL YEAR 2021 MARKED THE SECOND FISCAL YEAR FOR THE FOUNDATION IN WHICH THE CORONAVIRUS PANDEMIC (COVID-19) IMPACTED OUR MUSEUM AND PROGRAMMING. THE REAGAN MUSEUM, WHICH ORIGINALLY CLOSED DUE TO COVID-19 ON MARCH 13, 2020, DIDN'T REOPEN UNTIL MAY 26, 2021 - ALMOST NINE MONTHS INTO OUR FISCAL YEAR. AS SUCH, TURNSTILE AND IN-PERSON EVENTS ONLY RAN FOR THREE MONTHS OF THE FISCAL YEAR, AND DIGITAL EVENTS WERE THE MAINSTAY OF OUR PROGRAMMING. FOR THE 3 MONTHS WE WERE OPEN, 65,475 VISITORS TOURED THROUGH THE REAGAN LIBRARY, OF WHICH NONE WERE STUDENT GROUPS. ANOTHER 407 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT. JUST UNDER 393 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. 710,759 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2021, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION). |
> REAGAN INSTITUTE STRATEGY GROUP: THE REAGAN INSTITUTE STRATEGY |
GROUP (RISG) CONVENES LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP AND PROMOTE U.S. FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP CONVENES BI-ANNUALLY IN THE WINTER AND SUMMER FEATURING DISCUSSIONS WITH A VARIETY OF NATIONAL SECURITY EXPERTS LIKE FORMER NATIONAL SECURITY ADVISOR JOHN BOLTON, REPRESENTATIVE LIZ CHENEY, SENATOR LINDSEY GRAHAM, AND GOVERNOR LARRY HOGAN, REPRESENTATIVE MICHAEL MCCAUL, AND SENATOR BEN SASSE. > WESTMINSTER 2.0 WORKING GROUP: THE WESTMINSTER 2.0 WORKING GROUP CONVENES PUBLIC OFFICIALS, TECHNOLOGY EXPERTS, FREEDOM AND DEMOCRACY ADVOCATES, AND BUSINESS LEADERS FOR MEETINGS TO PRODUCE A REPORT DETAILING RECOMMENDATIONS FOR MODERNIZING EFFORTS TO PROMOTE FREEDOM IN THE CONTEXT OF 21ST-CENTURY CHALLENGES AND OPPORTUNITIES, FROM RISING AUTHORITARIANISM TO EMERGING TECHNOLOGIES. PLANNED TO BE RELEASED IN JUNE 2022 AROUND THE 40TH ANNIVERSARY OF PRESIDENT REAGAN'S WESTMINSTER ADDRESS, THAT REPORT WILL DESCRIBE WHAT NEW LEGISLATION, STRUCTURES, AND RESOURCES ARE REQUIRED TO ADVANCE FREEDOM, DEMOCRACY, AND HUMAN RIGHTS IN TODAY'S WORLD. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, THE AMERICAN PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. > REAGAN POSTDOCTORAL VISITING SCHOLARS PROGRAM: THIS PROGRAM PROVIDES A GENEROUS STIPEND TO TWO RECENTLY GRADUATED PH.D. CANDIDATES TO CONVERT THEIR REAGAN-RELATED DISSERTATIONS INTO BOOK MANUSCRIPTS. THIS YEAR'S VISITING SCHOLARS ARE DR. CHRISTOPHER CAMPBELL AND DR. FRANCES TILNEY BURKE. > REAGANISM PODCAST: A PODCAST FEATURING CONVERSATIONS DEDICATED TO EXPLORING WHERE THE REAGAN MOVEMENT LIVES TODAY. THE SHOW HAS TWO GOALS: UNDERSTAND THE FOUNDATIONS OF THE POLITICAL PHILOSOPHY THAT POWERED THE REAGAN REVOLUTION AND HOST DISCUSSIONS ABOUT CONTEMPORARY ISSUES THROUGH THE LENS OF PRESIDENT REAGAN. |
FORM 990, PART VI, SECTION A, LINE 7A |
THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE TO A 6 YEAR TERM. |
FORM 990, PART VI, SECTION B, LINE 11B |
THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. |
FORM 990, PART VI, SECTION B, LINE 12C |
THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. |
FORM 990, PART VI, SECTION B, LINE 15 |
> FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. |
FORM 990, PART VI, SECTION C, LINE 19 |
THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 |
FORM 990, PART IX, LINE 24E |
PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 346,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,963. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 330,200. TOTAL EXPENSES 330,200. SOFTWARE LICENSES AND MAINT (INC SALES FORCES): PROGRAM SERVICE EXPENSES 55,543. MANAGEMENT AND GENERAL EXPENSES 229,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,920. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 152,647. MANAGEMENT AND GENERAL EXPENSES 55,047. FUNDRAISING EXPENSES 2,363. TOTAL EXPENSES 210,057. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 104,153. MANAGEMENT AND GENERAL EXPENSES 18,772. FUNDRAISING EXPENSES 22,470. TOTAL EXPENSES 145,395. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 71,614. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 66,769. TOTAL EXPENSES 138,458. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 137,704. TOTAL EXPENSES 137,704. PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 115,007. MANAGEMENT AND GENERAL EXPENSES 205. FUNDRAISING EXPENSES 13,087. TOTAL EXPENSES 128,299. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 108,119. MANAGEMENT AND GENERAL EXPENSES 16,098. FUNDRAISING EXPENSES 4,073. TOTAL EXPENSES 128,290. TAXES & FEES: PROGRAM SERVICE EXPENSES 11,397. MANAGEMENT AND GENERAL EXPENSES 107,494. FUNDRAISING EXPENSES 7,649. TOTAL EXPENSES 126,540. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,756. FUNDRAISING EXPENSES 48,998. TOTAL EXPENSES 93,754. OTHER COSTS: PROGRAM SERVICE EXPENSES 45,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,402. TOTAL EXPENSES 88,211. WEB SERVICES: PROGRAM SERVICE EXPENSES 14,682. MANAGEMENT AND GENERAL EXPENSES 52,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,637. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 40,120. MANAGEMENT AND GENERAL EXPENSES 6,242. FUNDRAISING EXPENSES 10,424. TOTAL EXPENSES 56,786. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 56,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,064. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 14,251. MANAGEMENT AND GENERAL EXPENSES 4,035. FUNDRAISING EXPENSES 37,002. TOTAL EXPENSES 55,288. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,713. TOTAL EXPENSES 46,713. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 12,399. MANAGEMENT AND GENERAL EXPENSES 29,353. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,752. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 15,068. MANAGEMENT AND GENERAL EXPENSES 7,314. FUNDRAISING EXPENSES 4,843. TOTAL EXPENSES 27,225. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,073. TOTAL EXPENSES 26,073. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 15,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,611. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 5,710. MANAGEMENT AND GENERAL EXPENSES 401. FUNDRAISING EXPENSES 3,963. TOTAL EXPENSES 10,074. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 1,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 343. TOTAL EXPENSES 2,171. SPEAKER FEES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. |