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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

85.88

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

Board Leadership
James G. Stavridis
Chair

CEO
Sue Sweeney
Foundation Manager

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 85.88 three stars
  Financial 93.88 four stars
  Accountability & Transparency 81.00 three stars
This rating was published 02/01/2018 and includes data from FY2016, the most recent 990 received at that time.

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.

Results Information

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This results data is current as of November 2017, when it was provided to us by GuideStar. Results information published on this organization's rating page has no effect on its rating at this time. data iconLearn More

Financial

four stars

93.88

Accountability & Transparency

three stars

81.00

This rating was published 02/01/2018 and includes data from FY2016, 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)
81.1%
  Administrative Expenses 5.3%
  Fundraising Expenses 13.5%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 2.04
  Program Expenses Growth 39.8%
  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) 85.88 three stars
Food and Water Watch (DC) 88.45 three stars
Foundation for Defense of Democracies (DC) 89.39 three stars
The Aspen Institute (DC) 93.56 four stars
Public Agenda (NY) 89.63 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,363,197
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $5,363,197
   Program Service Revenue $0
Total Primary Revenue $5,363,197
   Other Revenue $113,692
TOTAL REVENUE $5,476,889
   
EXPENSES  
   Program Expenses $6,908,487
   Administrative Expenses $469,788
   Fundraising Expenses $823,655
TOTAL FUNCTIONAL EXPENSES $8,201,930
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-2,725,041
   
Net Assets $11,923,136

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 $6,908,487 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

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).

Compensation % of Expenses Paid to Title Compensation from Affiliates
Not compensated -- Peter H. Daly Chief Executive Officer $387,087

Highly Rated

Charity Name & State Overall Score Overall Rating
The Naval Institute Foundation (MD) 85.88 three stars
Peterson Institute for International Economics (DC) 91.95 four stars
American Academy of Arts and Sciences (MA) 90.08 four stars
Center on Policy Initiatives (CA) 91.91 four stars
American Institute for Economic Research (MA) 87.65 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

Sue Sweeney
Foundation Manager

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