Halifax International Security Forum

Tax-deductible

Washington, DC501(c)(3)Since 2011Civil Rights & AdvocacyEIN 45-2826015Revenue $7.5M in FY2024

On file with the IRShalifaxtheforum.org1740 N St Nw, 20036-2907 · Washington, DCTax-exempt since Dec 2013Publicly supported charity — 170(b)(1)(A)(vi)

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Halifax creates opportunitites for leaders to learn, generate ideas and put them into action

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$919K 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

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
2 of 5
filings with a surplus
Average deficit $86K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$919K
to officers and key staff · 13% of spending
Top officer’s pay higher than 99% of similar orgs
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $125K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.7M
124% of total assets
Concern: liabilities are 124% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.5M
+24% vs prior year
Spent
$7.0M
To programs
78%
Net assets
−$530K
By yearFY2020–FY2024
Revenue
$7.5M
FY2024▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$4.9M
FY2022$6.0M
FY2023$6.1M
FY2024$7.5M
Expenses
$7.0M
FY2024▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$4.6M
FY2022$6.5M
FY2023$6.7M
FY2024$7.0M
Net assets
−$530K
FY2024▲ +51%
Tap a bar for its year
Net assets by fiscal year
FY2020$351K
FY2021$607K
FY2022−$434K
FY2023−$1.1M
FY2024−$530K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2013.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $5.5M Management & general 21% · $1.5M Fundraising 1% · $68K

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

11 people listed on the 990; $919K paid to officers and key staff.

Part VII, Section A · reportable compensation
$429,183Pt VII · Sec A
Chief Operat
$249,426Pt VII · Sec A
Executive as
$120,983Pt VII · Sec A
$118,912Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Peter Van Praagh’s $429K as President is at the 99th percentile of top reported officer pay among 797 $1–10M civil rights & advocacy nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Peter Van Praagh$429,183$401,937$405,000$273,534$229,712
Michael Svetlik$249,426$228,260———
Robin Shepherd——$196,813$201,000$201,000
Susan Markham—$195,026———
Laura Bridge——$195,000$180,000$180,000
Sari E Houston——$148,750——
Paz Magat———$121,750—
Catherine Barannik$120,983————

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.

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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

Empowers leaders to learn, generate ideas, and take action.

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Provided by the organization

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3 programs · $5.5M · in their own filed words · FY2024
01

Halifax international security forum is proud to be at the forefront of innovative and inclusive solutions to the world's security challenges. The forum, our flagship conference in halifax, nova scotia is recognized widely as north america's leading annual forum for the discussion of the world's most pressing security challenges.

$5.2Mprogram expense
02

The peace with women fellowship brings together senior active-duty women military officers from nato and nato-allied countries for a 3-WEEK executive tour to meet senior politicians, military leaders, tech innovators and media luminaries in the united states and canada.

$222Kprogram expense
03

The halifax international security forum (HFX) is a leading global event where leaders, military officials, and experts discuss key security challenges, including geopolitics, cybersecurity, and democracy, fostering international cooperation for global stability and peace.

$61Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$125K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.5M
Ln 12
Gifts and grantsLn 1h$7.2M
Other incomeLn 4–11$282K
Investment incomeLn 3$6K
Money outPt IX
$7.0M
Ln 25
Programscol B$5.5M
Managementcol C$1.5M
Fundraisingcol D$68K
Owns and owesPt X
−$530K
net assets · Ln 32
Cash and savingsLn 1–2$988K
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
11
listed · VII A
PaidVII A4
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.2M
Government grantsLn 1e$3.8M
Investment incomeLn 3$6K
Other incomeLn 4–11$282K
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
CashLn 1$416K
SavingsLn 2$572K
Cash and savings togetherLn 1–2$988K
Land, buildings, equipmentLn 10c$22K
Other assetsLn 15$464K
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.7M
Net assetsLn 32−$530K
OperationsPt I, VI
EmployeesI 513
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 FY24End FY24
Cash and savingsLn 1–2$496K$988K
Land, buildings, equipmentLn 10c$48K$22K
Total assetsLn 16$1.1M$2.2M
LiabilitiesLn 26$2.2M$2.7M
Net assetsLn 32−$1.1M−$530K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.4M$1.3M$101K
Pension plan contributionsLn 8$143K$143K
Other employee benefitsLn 9$279K$438$279K
Payroll taxesLn 10$94K$94K
Legal feesLn 11b$15K$15K
Accounting feesLn 11c$122K$122K
Other fees for servicesLn 11g$624K$286K$273K$66K
Advertising and promotionLn 12$865$865
Office expensesLn 13$68K$45K$22K$251
Information technologyLn 14$83K$16K$67K
OccupancyLn 16$186K$189$185K
TravelLn 17$1.0M$1.0M$11K$2K
Conferences, conventions and meetingsLn 19$151K$147K$4K
Depreciation, depletion and amortizationLn 22$33K$33K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$2.7M$2.7M$65K
All other expensesLn 24e$46K$12K$34K$182
Total functional expensesLn 25$7.0M$5.5M$1.5M$68K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.5M$7.0M$542K−$530K 990 PDF
FY2023 $6.1M$6.7M−$638K−$1.1M 990 PDF
FY2022 $6.0M$6.5M−$585K−$434K 990 PDF
FY2021 $4.9M$4.6M$257K$607K 990 PDF
FY2020 $3.4M$3.4M−$8K$351K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $7,534,270 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,890,441$7,246,279
I-9 Program service revenue$0
I-10 Investment incomePrior year $4,720$5,879
I-11 Other revenuePrior year $159,500$282,112
I-12 Total revenuePrior year $6,054,661$7,534,270
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,107,463$1,883,545
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,585,462$5,108,380
I-18 Total expensesPrior year $6,692,925$6,991,925
I-19 Revenue less expensesPrior year −$638,264$542,345
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $7,534,270 across 6 lines filed
VIII-1e Government grants$3,841,974
VIII-1f All other contributions, gifts and grants$3,404,305
VIII-1h Total contributions, gifts and grants$7,246,279
VIII-3 Investment incomeExcluded from tax $5,879$5,879
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$30,508 · Excluded from tax $312,620$282,112
VIII-12 Total revenueRelated to mission −$30,508 · Excluded from tax $318,499$7,534,270
Part IX · Statement of functional expenses $6,991,925 across 17 lines filed
IX-7 Other salaries and wagesPrograms $1,266,614 · Management $100,974$1,367,588
IX-8 Pension plan contributionsManagement $143,081$143,081
IX-9 Other employee benefitsPrograms $438 · Management $278,654$279,092
IX-10 Payroll taxesManagement $93,784$93,784
IX-11b Legal feesManagement $15,091$15,091
IX-11c Accounting feesManagement $121,950$121,950
IX-11g Other fees for servicesPrograms $285,527 · Management $272,766 · Fundraising $66,100$624,393
IX-12 Advertising and promotionPrograms $865$865
IX-13 Office expensesPrograms $44,925 · Management $22,463 · Fundraising $251$67,639
IX-14 Information technologyPrograms $16,161 · Management $67,022$83,183
IX-16 OccupancyPrograms $189 · Management $185,444$185,633
IX-17 TravelPrograms $1,029,966 · Management $10,550 · Fundraising $1,565$1,042,081
IX-19 Conferences, conventions and meetingsPrograms $147,495 · Management $3,782$151,277
IX-22 Depreciation, depletion and amortizationManagement $33,177$33,177
IX-23 InsuranceManagement $8,954$8,954
IX-24 Other expenses (24a–d)Programs $2,663,169 · Management $64,650$2,727,819
IX-24e All other expensesPrograms $12,449 · Management $33,687 · Fundraising $182$46,318
IX-25 Total functional expensesPrograms $5,467,798 · Management $1,456,029 · Fundraising $68,098$6,991,925
Part X · Balance sheet $2,214,211 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $7,208$416,107
X-2 Savings and temporary cash investmentsStart of year $489,181$572,289
X-4 Accounts receivableStart of year $277,201$705,958
X-9 Prepaid expenses and deferred chargesStart of year $19,648$34,536
X-10c Land, buildings and equipment, netStart of year $47,793$21,591
X-15 Other assetsStart of year $284,854$463,730
X-16 Total assetsStart of year $1,125,885$2,214,211
X-17 Accounts payable and accrued expensesStart of year $1,917,084$1,461,664
X-24 Unsecured notes and loans payable$823,333
X-25 Other liabilitiesStart of year $281,165$459,233
X-26 Total liabilitiesStart of year $2,198,249$2,744,230
X-27 Net assets without donor restrictionsStart of year −$1,072,364−$530,019
X-32 Total net assets or fund balancesStart of year −$1,072,364−$530,019
X-33 Total liabilities and net assetsStart of year $1,125,885$2,214,211
Part XI · Reconciliation of net assets −$530,019 net assets at year end
XI-1 Total revenue$7,534,270
XI-2 Total expenses$6,991,925
XI-3 Revenue less expenses$542,345
XI-4 Net assets at start of year−$1,072,364
XI-10 Net assets at end of year−$530,019

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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