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Research and Public Policy : Social and Public Policy Research (Grantmaking)

The Naval Institute Foundation

To further the Mission of the United States Naval Institute

three stars

80.41

291 Wood Road Annapolis, MD 21402
tel: (410) 295-1054   Web Site
EIN: 52-1814344

Board Leadership
James G. Stavridis
Chair

CEO
Peter H. Daly
CEO

  Score
(out of 100)
Rating
Overall Score & Rating 80.41 three stars
  Financial 90.47 four stars
  Accountability & Transparency 74.00 two stars
This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

90.47

Accountability & Transparency

two stars

74.00

This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
77.9%
  Administrative Expenses 4.7%
  Fundraising Expenses 17.2%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 3.48
  Program Expenses Growth 12.7%
  Liabilities to Assets < 0.1%
All data for Financial Performance Metrics calculations was provided by The Naval Institute Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Naval Institute Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Naval Institute Foundation (MD) 80.41 three stars
World Environment Center (DC) 85.57 three stars
Iowa Citizens for Community Improvement (IA) 88.56 three stars
Washington Policy Center (WA) 85.33 three stars
Congressional Black Caucus Foundation (DC) 89.31 three stars

Compare These Charities (Highly Rated)

The Naval Institute Foundation was organized to operate exclusively to raise funds for the charitable and educational purposes to further the mission and policies of the U. S. Naval Institute. For nearly 150 years, the Naval Institute has been the intellectual heart of the naval profession. It gives voice to those who seek the finest Navy, Marine Corps, and Coast Guard. At its core, the Institute is an open, independent, nonpartisan forum where those who dare to read, think, speak, and write can take issue with senior positions--not as an act of insubordination, but as a step forward to advance the understanding of sea power and other issues critical to global security.

The Naval Institute is a private, not-for-profit educational institution. It receives no government funding. Classified by the IRS as a 501(c)(3), the Institute operates from revenues generated by book sales, membership dues, advertising income, and from tax-deductible gifts made to the Naval Institute Foundation.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,728,656
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $5,728,656
   Program Service Revenue $0
Total Primary Revenue $5,728,656
   Other Revenue $168,389
TOTAL REVENUE $5,897,045
   
EXPENSES  
   Program Expenses $3,893,263
   Administrative Expenses $238,673
   Fundraising Expenses $691,030
TOTAL FUNCTIONAL EXPENSES $4,822,966
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,074,079
   
Net Assets $13,822,494

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Support the US Naval Institute $3,893,263 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 12/01/2016 80.41 three stars
2014-12 06/01/2016 82.22 three stars
 
CN 2.0
2014-12 11/01/2015 82.04 three stars
2013-12 05/01/2015 81.95 three stars
2012-12 11/01/2013 79.72 two stars
2011-12 04/01/2013 81.84 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 52-1814344
Name in IRS Master File THE NAVAL INSTITUTE FOUNDATION INCORPORATED
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (927) Fundraising
Foundation Status Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above.  509(a)(3)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1993
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title Compensation from Affiliates
Not compensated -- Peter H. Daly Chief Executive Officer $333,553

The Naval Institute Foundation was organized to operate exclusively to raise funds for the charitable and educational purposes to further the mission and policies of the U. S. Naval Institute. For nearly 150 years, the Naval Institute has been the intellectual heart of the naval profession. It gives voice to those who seek the finest Navy, Marine Corps, and Coast Guard. At its core, the Institute is an open, independent, nonpartisan forum where those who dare to read, think, speak, and write can take issue with senior positions--not as an act of insubordination, but as a step forward to advance the understanding of sea power and other issues critical to global security.

The Naval Institute is a private, not-for-profit educational institution. It receives no government funding. Classified by the IRS as a 501(c)(3), the Institute operates from revenues generated by book sales, membership dues, advertising income, and from tax-deductible gifts made to the Naval Institute Foundation.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Naval Institute Foundation (MD) 80.41 three stars
The Land Institute (KS) 93.67 four stars
American Youth Policy Forum (DC) 90.67 four stars
National Employment Law Project (NY) 90.90 four stars
Cato Institute (DC) 87.44 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Naval Institute Foundation
291 Wood Road
Annapolis, MD 21402
tel: (410) 295-1054
EIN: 52-1814344

Visit Web Site

Board Leadership

James G. Stavridis
Chair

CEO

Peter H. Daly
CEO

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