World Coffee Research FY2023 filing

Not tax-deductible

Portland, OR501(c)(5)Since 2011InternationalEIN 45-3982583Revenue $2.5M in FY2023

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.

$869K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2023 · 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
$869K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
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
$273K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-45% vs prior year
Spent
$5.2M
Net assets
$7.7M
By yearFY2020–FY2024
Revenue
$2.5M
FY2023▼ -45%
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Revenue by fiscal year
FY2020$3.5M
FY2021$10.1M
FY2022$4.5M
FY2023$2.5M
FY2024$10.1M
Expenses
$5.2M
FY2023▲ +31%
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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
$7.7M
FY2023▼ -26%
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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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

21 people listed on the 990; $869K paid to officers and key staff.

Part VII, Section A · reportable compensation
$356,178Pt VII · Sec A
Asia & Africa Director
$155,191Pt VII · Sec A
Breeding Manager
$131,860Pt VII · Sec A
Director of Strategy & Communication
$125,714Pt VII · Sec A
Contract & Grants Manager
$100,531Pt 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 · FY2023
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 FY2023 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Gifts and grantsLn 1h$2.3M
Investment incomeLn 3$161K
Other incomeLn 4–11$3K
Money outPt IX
$5.2M
Ln 25
Owns and owesPt X
$7.7M
net assets · Ln 32
Cash and savingsLn 1–2$450K
Total assetsLn 16$8.0M
LiabilitiesLn 26$273K
PeoplePt VI, VII
21
listed · VII A
PaidVII A5
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Government grantsLn 1e$789K
Investment incomeLn 3$161K
Other incomeLn 4–11$3K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$224K
SavingsLn 2$226K
Cash and savings togetherLn 1–2$450K
InvestmentsLn 11–13$4.0M
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$0
Total assetsLn 16$8.0M
LiabilitiesLn 26$273K
Net assetsLn 32$7.7M
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 FY23End FY23
Cash and savingsLn 1–2$1.5M$450K
InvestmentsLn 11–13$2.9M$4.0M
Land, buildings, equipmentLn 10c$451$2K
Total assetsLn 16$10.7M$8.0M
LiabilitiesLn 26$356K$273K
Net assetsLn 32$10.4M$7.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$367K
Other salaries and wagesLn 7$2.6M
Pension plan contributionsLn 8$59K
Other employee benefitsLn 9$237K
Payroll taxesLn 10$109K
Legal feesLn 11b$43K
Accounting feesLn 11c$31K
Lobbying feesLn 11d$47K
Other fees for servicesLn 11g$116K
Advertising and promotionLn 12$6K
Office expensesLn 13$33K
Information technologyLn 14$55K
OccupancyLn 16$1K
TravelLn 17$273K
Conferences, conventions and meetingsLn 19$24K
Depreciation, depletion and amortizationLn 22$623
InsuranceLn 23$8K
Other expenses (24a–d)Ln 24$1.2M
All other expensesLn 24e$624
Total functional expensesLn 25$5.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $10.1M$5.3M$4.9M$12.6M 990 PDF
FY2023 Viewing $2.5M$5.2M−$2.7M$7.7M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $2,493,255 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,479,722$2,329,990
I-9 Program service revenuePrior year $12,320$0
I-10 Investment incomePrior year $38,035$160,688
I-11 Other revenuePrior year −$1,829$2,577
I-12 Total revenuePrior year $4,528,248$2,493,255
I-13 Grants and similar amounts paidPrior year $51,019$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,559,177$3,324,074
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,355,518$1,880,105
I-18 Total expensesPrior year $3,965,714$5,204,179
I-19 Revenue less expensesPrior year $562,534−$2,710,924
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $2,493,255 across 6 lines filed
VIII-1e Government grants$789,002
VIII-1f All other contributions, gifts and grants$1,540,988
VIII-1h Total contributions, gifts and grants$2,329,990
VIII-3 Investment incomeExcluded from tax $160,688$160,688
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,577$2,577
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $163,265$2,493,255
Part IX · Statement of functional expenses $5,204,179 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$367,092
IX-7 Other salaries and wages$2,551,525
IX-8 Pension plan contributions$59,354
IX-9 Other employee benefits$236,656
IX-10 Payroll taxes$109,447
IX-11b Legal fees$42,550
IX-11c Accounting fees$30,546
IX-11d Lobbying fees$46,771
IX-11g Other fees for services$116,193
IX-12 Advertising and promotion$5,987
IX-13 Office expenses$32,553
IX-14 Information technology$55,358
IX-16 Occupancy$1,020
IX-17 Travel$272,997
IX-19 Conferences, conventions and meetings$24,358
IX-22 Depreciation, depletion and amortization$623
IX-23 Insurance$7,969
IX-24 Other expenses (24a–d)$1,242,556
IX-24e All other expenses$624
IX-25 Total functional expenses$5,204,179
Part X · Balance sheet $7,961,614 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $974,527$224,254
X-2 Savings and temporary cash investmentsStart of year $487,479$226,009
X-3 Pledges and grants receivableStart of year $6,323,864$3,458,425
X-4 Accounts receivableStart of year $11,490$16,880
X-9 Prepaid expenses and deferred chargesStart of year $31,637$51,144
X-10c Land, buildings and equipment, netStart of year $451$1,785
X-11 Publicly traded securitiesStart of year $2,878,494$3,983,117
X-15 Other assetsStart of year $292$0
X-16 Total assetsStart of year $10,708,234$7,961,614
X-17 Accounts payable and accrued expensesStart of year $308,687$272,506
X-26 Total liabilitiesStart of year $355,573$272,506
X-27 Net assets without donor restrictionsStart of year $4,027,345$4,616,696
X-28 Net assets with donor restrictionsStart of year $6,325,316$3,072,412
X-32 Total net assets or fund balancesStart of year $10,352,661$7,689,108
X-33 Total liabilities and net assetsStart of year $10,708,234$7,961,614
Part XI · Reconciliation of net assets $7,689,108 net assets at year end
XI-1 Total revenue$2,493,255
XI-2 Total expenses$5,204,179
XI-3 Revenue less expenses−$2,710,924
XI-4 Net assets at start of year$10,352,661
XI-5 Net unrealized gains (losses) on investments$45,393
XI-9 Other changes in net assets$1,978
XI-10 Net assets at end of year$7,689,108

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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