Ripon Society INC FY2022 filing

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To provide a forum for the discussion of policy issues and mechanism for research into those issues; to promote general welfare of people of the community.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
79¢ of each $1 spent went to programs.
$1.6M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.3M a year · 29% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.6M
to officers and key staff · 44% of spending
Concern: pay to officers and key staff is 44% of spending; over 30%.
Pt VII · Sec A
35 mo
of spending, in cash
Looks good: 35.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $127K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.3M
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 22 voting members
Looks good: 21 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.8M
+31% vs prior year
Spent
$3.6M
To programs
79%
Net assets
$15.2M
By yearFY2020–FY2024
Revenue
$4.8M
FY2022▲ +31%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.8M
FY2021$3.7M
FY2022$4.8M
FY2023$5.0M
FY2024$5.7M
Expenses
$3.6M
FY2022▲ +53%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.4M
FY2022$3.6M
FY2023$3.9M
FY2024$4.3M
Net assets
$15.2M
FY2022▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.3M
FY2021$14.8M
FY2022$15.2M
FY2023$16.7M
FY2024$18.3M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $2.9M Management & general 11% · $417K Fundraising 10% · $357K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$743,814Pt VII · Sec A
Membership Dir
$288,383Pt VII · Sec A
Communications Dir
$278,305Pt VII · Sec A
Special Assistant
$175,267Pt VII · Sec A
Policy Director
$134,877Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
James K Conzelman$824,229$777,712$743,814$674,131$642,027
Terri McIntosh$339,929$306,129$288,383$244,033$202,783
Louis Zickar$326,792$294,544$278,305$237,434$199,060
Julia Wilkie$217,891$209,393$175,267$149,433$119,483
Stephen Jackson$182,553$184,518$134,877$118,969$107,303
David Sweeney———$118,943$107,317
Autumn Reed$114,717————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Ripon Society INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes community welfare by discussing policy and researching solutions.

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2 programs · $2.9M · in their own filed words · FY2022
01

Public Policy and Dialogue

Providing facilities for the furtherance of awareness on public policy. The Society holds forums to present timely discussions on national and international issues of concern to policy makers and members, or to build upon policy discussions from the most recent Capital to Capital exchange, in Madrid, Spain.

$2.3Mprogram expense
02

Ripon Forum Publication

Publication of a magazine, papers and educational videos addressing issues of public policy.

$583Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$4.8M
Ln 12
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$177K
Gifts and grantsLn 1h$46K
Money outPt IX
$3.6M
Ln 25
Programscol B$2.9M
Managementcol C$417K
Fundraisingcol D$357K
Owns and owesPt X
$15.2M
net assets · Ln 32
Cash and savingsLn 1–2$10.6M
Total assetsLn 16$17.5M
LiabilitiesLn 26$2.3M
PeoplePt VI, VII
26
listed · VII A
PaidVII A5
Voting boardVI 1a22
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$46K
Government grantsLn 1e$46K
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$177K
Gains on assetsLn 7−$58K
Total revenueLn 12$4.8M
Assets in detailPt X, end of year
CashLn 1$2.3M
SavingsLn 2$8.4M
Cash and savings togetherLn 1–2$10.6M
Accounts receivableLn 4$232K
Prepaid expenses and deferred chargesLn 9$367K
Land, buildings, equipmentLn 10c$42K
InvestmentsLn 11–13$6.1M
Other assetsLn 15$98K
Total assetsLn 16$17.5M
LiabilitiesLn 26$2.3M
Net assetsLn 32$15.2M
OperationsPt I, VI
EmployeesI 510
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$10.1M$10.6M
InvestmentsLn 11–13$6.8M$6.1M
Land, buildings, equipmentLn 10c$61K$42K
Total assetsLn 16$17.7M$17.5M
LiabilitiesLn 26$2.9M$2.3M
Net assetsLn 32$14.8M$15.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$461K$306K$71K$84K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.0M$671K$156K$185K
Pension plan contributionsLn 8$74K$49K$11K$13K
Other employee benefitsLn 9$43K$29K$7K$8K
Payroll taxesLn 10$82K$55K$13K$15K
Management feesLn 11a$0
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$48K$48K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$47K$47K
Other fees for servicesLn 11g$14K$2K$12K
Advertising and promotionLn 12$0
Office expensesLn 13$48K$34K$7K$7K
Information technologyLn 14$130K$123K$3K$4K
RoyaltiesLn 15$0
OccupancyLn 16$72K$48K$11K$13K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$1.4M$1.4M$10K$8K
InterestLn 20$334$334
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$34K$23K$5K$6K
InsuranceLn 23$14K$9K$2K$2K
Other expenses (24a–d)Ln 24$126K$108K$5K$12K
All other expensesLn 24e$3K$295$3K
Total functional expensesLn 25$3.6M$2.9M$417K$357K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 10, 2025 $5.7M$4.3M$1.4M$18.3M 990 PDF
FY2023Filed with the IRS Nov 1, 2024 $5.0M$3.9M$1.1M$16.7M 990 PDF
FY2022 ViewingFiled with the IRS Nov 13, 2023 $4.8M$3.6M$1.2M$15.2M 990 PDF
FY2021Filed with the IRS Nov 3, 2022 $3.7M$2.4M$1.3M$14.8M 990 PDF
FY2020Filed with the IRS Sep 3, 2021 $3.8M$2.1M$1.7M$13.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $4,798,375 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $128,753$45,780
I-9 Program service revenuePrior year $3,225,801$4,575,781
I-10 Investment incomePrior year $303,174$176,814
I-11 Other revenue$0
I-12 Total revenuePrior year $3,657,728$4,798,375
I-13 Grants and similar amounts paidPrior year $10,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,615,477$1,672,284
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $752,054$1,974,356
I-18 Total expensesPrior year $2,377,531$3,646,640
I-19 Revenue less expensesPrior year $1,280,197$1,151,735
Part VI · Governance 21 of 22 board members independent, no flags
VI-1a Voting members of the governing body22
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,798,375 across 9 lines filed
VIII-1e Government grants$45,780
VIII-1h Total contributions, gifts and grants$45,780
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,575,781$4,575,781
VIII-3 Investment incomeExcluded from tax $234,346$234,346
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission −$576 · Excluded from tax −$56,956−$57,532
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $4,575,205 · Excluded from tax $177,390$4,798,375
Part IX · Statement of functional expenses $3,646,640 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $305,723 · Management $71,216 · Fundraising $84,062$461,001
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $670,765 · Management $156,275 · Fundraising $184,682$1,011,722
IX-8 Pension plan contributionsPrograms $49,103 · Management $11,412 · Fundraising $13,232$73,747
IX-9 Other employee benefitsPrograms $28,909 · Management $6,719 · Fundraising $7,790$43,418
IX-10 Payroll taxesPrograms $54,862 · Management $12,750 · Fundraising $14,784$82,396
IX-11a Management fees$0
IX-11b Legal feesManagement $3,732$3,732
IX-11c Accounting feesManagement $48,239$48,239
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $47,285$47,285
IX-11g Other fees for servicesPrograms $1,500 · Management $12,128$13,628
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $34,177 · Management $7,142 · Fundraising $6,741$48,060
IX-14 Information technologyPrograms $122,937 · Management $3,239 · Fundraising $3,756$129,932
IX-15 Royalties$0
IX-16 OccupancyPrograms $48,001 · Management $11,156 · Fundraising $12,935$72,092
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $1,416,807 · Management $9,531 · Fundraising $8,349$1,434,687
IX-20 InterestManagement $334$334
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $22,694 · Management $5,274 · Fundraising $6,115$34,083
IX-23 InsurancePrograms $9,021 · Management $2,097 · Fundraising $2,431$13,549
IX-24 Other expenses (24a–d)Programs $108,100 · Management $5,479 · Fundraising $12,044$125,623
IX-24e All other expensesPrograms $295 · Management $2,817$3,112
IX-25 Total functional expensesPrograms $2,872,894 · Management $416,825 · Fundraising $356,921$3,646,640
Part X · Balance sheet $17,456,124 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $1,776,278$2,257,754
X-2 Savings and temporary cash investmentsStart of year $8,348,638$8,384,506
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $323,193$231,988
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $383,292$367,300
X-10c Land, buildings and equipment, netStart of year $60,628$42,069
X-11 Publicly traded securitiesStart of year $6,753,601$6,074,281
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $10,279$98,226
X-16 Total assetsStart of year $17,655,909$17,456,124
X-17 Accounts payable and accrued expensesStart of year $513,777$528,724
X-19 Deferred revenueStart of year $2,281,683$1,754,250
X-25 Other liabilitiesStart of year $80,408$12,199
X-26 Total liabilitiesStart of year $2,875,868$2,295,173
X-27 Net assets without donor restrictionsStart of year $14,780,041$15,160,951
X-32 Total net assets or fund balancesStart of year $14,780,041$15,160,951
X-33 Total liabilities and net assetsStart of year $17,655,909$17,456,124
Part XI · Reconciliation of net assets $15,160,951 net assets at year end
XI-1 Total revenue$4,798,375
XI-2 Total expenses$3,646,640
XI-3 Revenue less expenses$1,151,735
XI-4 Net assets at start of year$14,780,041
XI-5 Net unrealized gains (losses) on investments−$770,825
XI-10 Net assets at end of year$15,160,951

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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