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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

four stars

95.11

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 95.11 four stars
  Financial 94.37 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

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.

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.

Impact Information

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Reported Results
Total in 2018
Cost to raise a dollar, 5-year rolling average (in cents)
18
Number of units sponsored for U.S. Naval Institute membership
76
This organization has earned a GuideStar's Platinum Seal of Transparency by voluntarily sharing the measures of progress and results they use to pursue their mission. Organizations earn Platinum Seals by selecting from a catalog of over 900 expert recognized metrics or by creating a new metric that best fits their work. This information is reported by the organization and displayed publicly on their GuideStar Nonprofit Profile. With over 1.6 million Nonprofit Profiles, 9 million annual visitors and over 200 data partners, GuideStar is the world's leading source of information about nonprofit organizations. A nonprofit itself, GuideStar is dedicated to providing better data for better decisions for a better world.
This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

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

Financial

four stars

94.37

Accountability & Transparency

four stars

96.00

This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 82.8%
  Administrative Expenses 4.8%
  Fundraising Expenses 12.3%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 1.35
  Program Expenses Growth 47.7%
  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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
The Naval Institute Foundation (MD) 95.11 four stars
Center on Policy Initiatives (CA) 92.18 four stars
Clal - The National Jewish Center for Learning and Leadership (NY) 89.34 three stars
LiveWell Colorado (CO) 86.76 three stars
Institute on Taxation and Economic Policy (DC) 95.04 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $6,319,912
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $6,319,912
   Program Service Revenue $0
Total Primary Revenue $6,319,912
   Other Revenue $305,805
TOTAL REVENUE $6,625,717
   
EXPENSES  
   Program Expenses $6,861,040
   Administrative Expenses $314,988
   Fundraising Expenses $1,119,615
TOTAL FUNCTIONAL EXPENSES $8,295,643
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,669,926
   
Net Assets $10,657,042

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 $6,861,040 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 05/01/2019 95.11 four stars
2017-12 12/01/2018 85.98 three stars
2016-12 02/01/2018 85.88 three stars
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, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title Compensation from Affiliates
Not compensated -- Peter H. Daly Chief Executive Officer $362,918

Highly Rated

Charity Name & State Overall Score Overall Rating
The Naval Institute Foundation (MD) 95.11 four stars
The Land Institute (KS) 95.63 four stars
North Carolina Justice Center (NC) 92.22 four stars
Foundation for Defense of Democracies (DC) 88.70 three stars
Institute for Local Self-Reliance (DC) 90.79 four 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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