World Coffee Research FY2022 filing

Not tax-deductible

Portland, OR501(c)(5)Since 2011InternationalEIN 45-3982583Revenue $4.5M in FY2022

On file with the IRSworldcoffeeresearch.org10940 Sw Barnes Road 334, 97225-5368 · Portland, ORTax-exempt since Oct 2019

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To grow, protect and enhance supplies of quality Coffee while improving the livelihoods of the families that produce IT.

$626K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
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
4 of 5
filings with a surplus
Average surplus $1.9M a year · 30% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$626K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $78K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$356K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.5M
-55% vs prior year
Spent
$4.0M
Net assets
$10.4M
By yearFY2020–FY2024
Revenue
$4.5M
FY2022▼ -55%
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Revenue by fiscal year
FY2020$3.5M
FY2021$10.1M
FY2022$4.5M
FY2023$2.5M
FY2024$10.1M
Expenses
$4.0M
FY2022▲ +9%
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Expenses by fiscal year
FY2020$3.4M
FY2021$3.6M
FY2022$4.0M
FY2023$5.2M
FY2024$5.3M
Net assets
$10.4M
FY2022▲ +5%
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Net assets by fiscal year
FY2020$3.4M
FY2021$9.9M
FY2022$10.4M
FY2023$7.7M
FY2024$12.6M

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 Oct 2019.

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

Who runs it and what they're paid

18 people listed on the 990; $626K paid to officers and key staff.

Part VII, Section A · reportable compensation
$359,283Pt VII · Sec A
Asia & Africa Director
$149,921Pt VII · Sec A
Director of Strategy & Communications
$116,529Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jennifer Long’s $397K as CEO is at the 78th percentile of top reported officer pay among 345 $10–100M international 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
Jennifer Long$397,355$356,178$359,283$268,808$222,672
Kraig Kraft$163,689$155,191$149,921$146,007$144,457
George Kotch———$162,764$146,761
Nick Muir—$131,860———
Joshua Harris$127,879————
Siaska Castro————$126,848
Johanna Neuschwander$102,926$125,714$116,529—$87,484
Tim Schilling————$109,836

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

Sustainably grow, protect, and enhance coffee supplies while improving farmer livelihoods.

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Provided by the organization

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1 program · in their own filed words · FY2022
01

Coordinated global arabica breeding program conducted international multi-location coffee variety trials, developed genetic tools to reduce cost of quality assurance in coffee variety verification, supported capacity strengthening of technical staff of coffee nurseries across central america, and coordinated global industry evaluation of…

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$78K
Grants paid · 1 grant · $16K · 2020–2020
Texas A&m Agrilife ResearchFY2020$16,303

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$4.5M
Ln 12
Gifts and grantsLn 1h$4.5M
Investment incomeLn 3$38K
Fees for servicesLn 2g$12K
Money outPt IX
$4.0M
Ln 25
Owns and owesPt X
$10.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$10.7M
LiabilitiesLn 26$356K
PeoplePt VI, VII
18
listed · VII A
PaidVII A3
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.5M
Government grantsLn 1e$863K
Fees for servicesLn 2g$12K
Investment incomeLn 3$38K
Total revenueLn 12$4.5M
Assets in detailPt X, end of year
CashLn 1$975K
SavingsLn 2$487K
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$451
Other assetsLn 15$292
Total assetsLn 16$10.7M
LiabilitiesLn 26$356K
Net assetsLn 32$10.4M
OperationsPt I, VI
EmployeesI 512
VolunteersI 614
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$2.6M$1.5M
InvestmentsLn 11–13$998K$2.9M
Land, buildings, equipmentLn 10c$644$451
Total assetsLn 16$10.1M$10.7M
LiabilitiesLn 26$240K$356K
Net assetsLn 32$9.9M$10.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$51K
Pay of current officers, directors and key staffLn 5$380K
Other salaries and wagesLn 7$1.9M
Pension plan contributionsLn 8$39K
Other employee benefitsLn 9$97K
Payroll taxesLn 10$94K
Legal feesLn 11b$38K
Accounting feesLn 11c$55K
Other fees for servicesLn 11g$130K
Advertising and promotionLn 12$11K
Office expensesLn 13$35K
Information technologyLn 14$82K
OccupancyLn 16$1K
TravelLn 17$244K
Depreciation, depletion and amortizationLn 22$486
InsuranceLn 23$7K
Other expenses (24a–d)Ln 24$751K
Total functional expensesLn 25$4.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $10.1M$5.3M$4.9M$12.6M 990 PDF
FY2023 $2.5M$5.2M−$2.7M$7.7M 990 PDF
FY2022 Viewing $4.5M$4.0M$563K$10.4M 990 PDF
FY2021 $10.1M$3.6M$6.5M$9.9M 990 PDF
FY2020 $3.5M$3.4M$85K$3.4M 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 FY2022 990 (6 parts)
Part I · Summary $4,528,248 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,080,797$4,479,722
I-9 Program service revenuePrior year $32,279$12,320
I-10 Investment incomePrior year $10,605$38,035
I-11 Other revenuePrior year $6,047−$1,829
I-12 Total revenuePrior year $10,129,728$4,528,248
I-13 Grants and similar amounts paidPrior year $80,370$51,019
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,471,252$2,559,177
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,071,575$1,355,518
I-18 Total expensesPrior year $3,623,197$3,965,714
I-19 Revenue less expensesPrior year $6,506,531$562,534
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $4,528,248 across 7 lines filed
VIII-1e Government grants$863,487
VIII-1f All other contributions, gifts and grants$3,616,235
VIII-1h Total contributions, gifts and grants$4,479,722
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,320$12,320
VIII-3 Investment incomeExcluded from tax $38,035$38,035
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$1,829−$1,829
VIII-12 Total revenueRelated to mission $12,320 · Unrelated business $0 · Excluded from tax $36,206$4,528,248
Part IX · Statement of functional expenses $3,965,714 across 17 lines filed
IX-3 Grants and assistance to foreign recipients$51,019
IX-5 Pay of current officers, directors and key staff$379,501
IX-7 Other salaries and wages$1,949,699
IX-8 Pension plan contributions$38,932
IX-9 Other employee benefits$97,335
IX-10 Payroll taxes$93,710
IX-11b Legal fees$38,038
IX-11c Accounting fees$55,102
IX-11g Other fees for services$129,960
IX-12 Advertising and promotion$11,386
IX-13 Office expenses$34,762
IX-14 Information technology$82,447
IX-16 Occupancy$1,020
IX-17 Travel$244,402
IX-22 Depreciation, depletion and amortization$486
IX-23 Insurance$7,076
IX-24 Other expenses (24a–d)$750,839
IX-25 Total functional expenses$3,965,714
Part X · Balance sheet $10,708,234 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,031,970$974,527
X-2 Savings and temporary cash investmentsStart of year $1,602,957$487,479
X-3 Pledges and grants receivableStart of year $6,470,239$6,323,864
X-4 Accounts receivableStart of year $12,421$11,490
X-9 Prepaid expenses and deferred chargesStart of year $29,106$31,637
X-10c Land, buildings and equipment, netStart of year $644$451
X-11 Publicly traded securitiesStart of year $997,633$2,878,494
X-15 Other assetsStart of year $1,706$292
X-16 Total assetsStart of year $10,146,676$10,708,234
X-17 Accounts payable and accrued expensesStart of year $193,497$308,687
X-19 Deferred revenueStart of year $46,886$46,886
X-26 Total liabilitiesStart of year $240,383$355,573
X-27 Net assets without donor restrictionsStart of year $3,639,946$4,027,345
X-28 Net assets with donor restrictionsStart of year $6,266,347$6,325,316
X-32 Total net assets or fund balancesStart of year $9,906,293$10,352,661
X-33 Total liabilities and net assetsStart of year $10,146,676$10,708,234
Part XI · Reconciliation of net assets $10,352,661 net assets at year end
XI-1 Total revenue$4,528,248
XI-2 Total expenses$3,965,714
XI-3 Revenue less expenses$562,534
XI-4 Net assets at start of year$9,906,293
XI-5 Net unrealized gains (losses) on investments−$95,768
XI-9 Other changes in net assets−$20,398
XI-10 Net assets at end of year$10,352,661

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

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