2026-05-04T09:53:56-05:00 2025-06-30 161131146 BONADIO & CO LLP 2711 CENTERVILLE ROAD SUITE 100 WILMINGTON DE 19808 990 2024-07-01 236050131 INTERCOLLEGIATE STUDIES INSTITUTE INC INTE 3026524600 3901 CENTERVILLE ROAD WILMINGTON DE 19807 JOHN A BURTKA IV PRESIDENT 3026524600 2026-04-30 1 1 PETER S KENNEDY CPA P00571422 3026566632 2026-04-30 2024 2025-03-06 01:10:19Z JOHN A BURTKA IV 3901 CENTERVILLE RD WILMINGTON DE 19807 8997619 0 X WWW.ISI.ORG X 1952 DC WE INSPIRE COLLEGE STUDENTS TO DISCOVER, EMBRACE, AND ADVANCE THE PRINCIPLES THAT MAKE AMERICA GOOD, FREE, AND PROSPEROUS. 15 14 37 50 0 0 9842990 7152310 98550 25000 628542 1334164 145391 178022 10715473 8689496 850081 859951 0 0 3135860 3492146 84044 91502 1185555 5039050 5008251 9109035 9451850 1606438 -762354 38156614 37084256 2670077 2176466 35486537 34907790 WE INSPIRE COLLEGE STUDENTS TO DISCOVER, EMBRACE, AND ADVANCE THE PRINCIPLES THAT MAKE AMERICA GOOD, FREE, AND PROSPEROUS. 0 0 4769464 234623 LEADERSHIP DEVELOPMENT CONFERENCE PROGRAM - THE ORGANIZATION HOSTS CONFERENCES FOR STUDENTS AT VARIOUS LOCATIONS ACROSS THE COUNTRY THAT TEACH THE PRINCIPLES THAT MAKE AMERICA FREE AND PROSPEROUS. 444967 ISI BOOKS AND PUBLICATIONS - THE ORGANIZATION PUBLISHES BOOKS, MAGAZINES AND JOURNALS TO INTRODUCE COLLEGE STUDENTS AND THE BROADER READING PUBLIC TO THE PRINCIPLES AND VIRTUES THAT MAKE AMERICA FREE AND PROSPEROUS. 1696211 625328 25000 THE ISI COLLEGIATE NETWORK SUPPORTS INDEPENDENT STUDENT NEWSPAPERS, MAGAZINES AND JOURNALS, PAID SUMMER INTERNSHIPS AND POSTGRADUATE, YEAR-LONG FELLOWSHIPS AT PROMINENT MEDIA OUTLETS TO PROMISING STUDENT JOURNALISTS COMMITTED TO THE PRINCIPLES OF LIBERTY. 6910642 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 205 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ CA NJ PA DE MI AL TX NY VI MA IN X X X INTERCOLLEGIATE STUDIES INSTITUTE INC 3026524600 3901 CENTERVILLE RD WILMINGTON DE 19807 JOHN A BURTKA IV PRESIDENT & CEO 50.00 5.00 X X 330719 0 27165 MATTHEW BRACH CHIEF FINANCIAL OFFICER 50.00 5.00 X 171852 0 21317 DANIEL MCCARTHY VICE PRESIDENT AND EDITOR- 50.00 5.00 X 172565 0 15445 ETHAN SWAIN DIRECTOR OF MAJOR GIFTS 50.00 5.00 X 115101 0 26232 PAUL RHEIN CHIEF OPERATING OFFICER 50.00 5.00 X 155992 0 39174 SPENCER KASHMANIAN CHIEF OF STAFF 50.00 5.00 X 154179 0 31506 THOMAS LYNCH CHAIRMAN 2.00 1.00 X X 0 0 0 BYRON W SMITH VICE CHAIRMAN 2.00 1.00 X X 0 0 0 JOHN SLAVIC SECRETARY-TREASURER 2.00 1.00 X X 0 0 0 LARRY ARNN TRUSTEE 2.00 1.00 X 0 0 0 RICHARD BACIGALUPI TRUSTEE 2.00 1.00 X 0 0 0 ALEJANDRO CHAFUEN TRUSTEE 2.00 1.00 X 0 0 0 RICK DEVOS TRUSTEE 2.00 1.00 X 0 0 0 MICHAEL GLEBA TRUSTEE 2.00 1.00 X 0 0 0 MARK HENRIE TRUSTEE 2.00 1.00 X 0 0 0 CHRIS LONG TRUSTEE 2.00 1.00 X 0 0 0 WILLIAM LONG TRUSTEE 2.00 1.00 X 0 0 0 REGIS DE RAMEL TRUSTEE 2.00 1.00 X 0 0 0 ALFRED S REGNERY TRUSTEE 2.00 1.00 X 0 0 0 KEVIN ROBERTS TRUSTEE 2.00 1.00 X 0 0 0 1100408 0 160839 6 0 1 0 WOHLSEN CONSTRUCTION COMPANY 501 CARR RD SUITE 101 WILMINGTON DE 19809 CONSTRUCTION 858874 JAMESTOWN CATERING 2510 W 5TH ST WILMINGTON DE 19805 CATERING 242150 AMERICAN PHILANTHROPIC LLC 651 VALLEY ROAD BOX 1480 HOCKESSIN DE 19707 DIRECT MAIL CONSULTING & DATABASE MANAGE 185118 COLADA LLC 633 CHESTNUT STREET SUITE 600 CHATTANOOGA TN 37450 AUDIO & VISUAL SERVICES 136634 SOURCEPASS SSD LLC 750 SHIPYARD DR SUITE 101 WILMINGTON DE 19801 IT SERVICES 106830 5 1739098 5413212 62521 7152310 LIBERTY FUND 900099 25000 25000 25000 260065 260065 107842 0 107842 107842 107842 1382222 308123 1074099 1074099 1074099 70180 0 70180 70180 8689496 95180 0 1442006 859951 859951 577068 450113 69248 57707 2292188 1653058 339595 299535 77257 55479 11564 10214 348042 252480 50872 44690 197591 144632 28252 24707 59004 59004 132109 132109 91502 91502 5038 5038 616709 135803 211663 269243 81574 79885 1489 200 38166 6285 29505 2376 328695 191638 86301 50756 282 282 470912 344303 67542 59067 366465 152444 49801 164220 955388 935641 17002 2745 124787 91237 17898 15652 478775 350053 68669 60053 46420 46420 NON STAFF TRAVEL & LODG 620557 599513 15047 5997 HONORARIA 329677 329427 250 PRINTING AND POSTAGE 120548 65840 30581 24127 MATERIALS 86717 79995 6611 111 146428 132583 11192 2653 9451850 6910642 1355653 1185555 1277439 1610967 9396731 6849702 148492 322440 17963272 3640485 14571270 14322787 12726902 12900512 20000 20000 15780 1057848 38156614 37084256 471901 452609 2000000 1550000 198176 173857 2670077 2176466 X 25545988 23980146 9940549 10927644 35486537 34907790 38156614 37084256 -762354 183607 0 X X 0 1 X 1 0 X 5809831 13558894 12441236 9842990 7152310 48805261 5809831 13558894 12441236 9842990 7152310 48805261 9295034 39510227 249778 244002 320016 367780 367907 1549483 50354744 2299098 0.78460 0.77410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51550 X X 0 9520302 50000 1205635 696889 10079048 8404275 100000 1322506 306479 9520302 3889420 4117518 572974 175637 8404275 4649570 -445855 314295 3889420 3359894 500000 789676 4649570 0.76651 0.23349 0 0 768320 768320 16524560 3410781 13113779 618842 229704 389138 51550 51550 14322787 LIABILITIES HELD FOR OTHERS 173857 173857 X 8873103 183607 183607 8689496 0 8689496 9451850 0 9451850 0 9451850 PART III, LINE 4: ISI HAS RECEIVED AND MAINTAINS FOR SCHOLARLY RESEARCH AND PRESERVATION A COLLECTION OF ANTIQUE BOOKS BY VARIOUS AUTHORS, 23 ORIGINAL WATER COLORS BY GREG WYATT, AN ORIGINAL TRIPTYCH PAINTING BY STANLEY ARTHURS, AND 18 ORIGINAL CERAMICS BY GREG WYATT. PART V, LINE 4: THE LONG-TERM INVESTMENT FUND, CONSISTING OF MULTIPLE FUNDED PROGRAMS, AND OPERATING RESERVES, HAS BEEN ESTABLISHED IN ORDER TO SUPPORT THE GROWTH AND OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE INSTITUTE ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2025 AND 2024. X X X X X 1 AMERICAN PHILANTHROPIC 651 VALLEY ROAD HOCKESSIN DE 19707 DIRECT MAIL CONSULTING 0 213437 87904 125533 213437 87904 125533 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 COLLEGIATE NETWORK FELLOWSHIPS AND INTERNSHIPS 29 473564 FMV RICHARD M. WEAVER FELLOWSHIP 15 133091 FMV ISI SOCIETY GRANTS & FORUMS 91 101532 FMV ISI CAMPUS JOURNALISM GRANTS 50 137717 FMV PART I, LINE 2: RICHARD M. WEAVER GRADUATE FELLOWSHIPS - RICHARD M. WEAVER GRADUATE FELLOWSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION AND EVALUATION PROCESS. THE GRADUATE FELLOWSHIP COMMITTEE, COMPRISED OF PROGRAM STAFF MEMBERS, ASSESSES APPLICATIONS ONCE A YEAR. THE APPLICATIONS THEN GO ON TO AN INDEPENDENT 5-6 MEMBER FACULTY COMMITTEE FOR FINAL REVIEW. APPLICANTS MUST BE ENROLLED IN A FULL-TIME GRADUATE PROGRAM WITH THE INTENT OF BECOMING A UNIVERSITY PROFESSOR. APPLICANTS MUST COMPLETE A COMPREHENSIVE APPLICATION, SUBMIT A COPY OF THEIR UNOFFICAL TRANSCIPT, ESSAY QUESTIONS, WRITING SAMPLES, AND THREE LETTERS OF RECOMMENDATION. GRANTS WERE AWARDED TO 15 GRADUATE STUDENTS IN THE 2024-25 ACADEMIC YEAR. COLLEGIATE NETWORK INTERNSHIPS & FELLOWSHIPS - POTENTIAL COLLEGIATE NETWORK FELLOWS AND INTERNS MUST SUBMIT AN APPLICATION ALONG WITH TWO REFERENCES WHO WILL SEND IN LETTERS OF RECOMMENDATION, 2-3 WRITING SAMPLES, COVER LETTER, RESUME, AND COLLEGE TRANSCRIPT. TOP APPLICANTS ARE THEN INVITED TO A ROUND OF INTERVIEWS, WHERE A COLLEGIATE NETWORK OFFICER SPEAKS TO EACH OF THEM ABOUT THEIR QUALIFICATIONS AND HOPEFUL DESTINATIONS. INTERNS AND FELLOWS ARE PLACED AT PUBLICATIONS THAT MAKE THE BEST FIT. INTERNS RECEIVE APPROXIMATELY $6,000 STIPEND AND FELLOWS RECEIVE APPROXIMATELY $42,000 PER YEAR. ISI SOCIETY GRANTS - ISI SOCIETY GRANTS ARE AWARDED THROUGH AN APPLICATION AND EVALUATION PROCESS. CAMPUS GROUPS MANAGER OR PROGRAM OFFICER OVERSEEING THE SPECIFIC CAMPUS THAT IS REQUESTING FUNDS ASSESSES APPLICATIONS ON A ROLLING BASIS. APPLICANTS MUST BE LEADING AN OFFICIAL ISI SOCIETY AND BE WITHIN GOOD STANDING OF ISI. APPLICANTS MUST ALSO COMPLETE A COMPREHENSIVE APPLICATION INCLUDING AMOUNT REQUESTED, PURPOSE, AND DETAILED BUDGET OF HOW THE FUNDS WILL BE USED. ISI FORUM GRANTS - ISI FORUM GRANTS ARE DESIGNED TO SUPPORT CAMPUS DAY SEMINARS FOR 5-15 STUDENTS INVITED BY THE ORGANIZING FACULTY MEMBER. FORUM FACULTY MUST BE A TEACHING EMPLOYEE OF AN ACADEMIC INSTITUTION IN GOOD STANDING WITH ISI. GRANT MONIES ARE AWARDED THROUGH AN APPLICATION AND EVALUATION PROCESS. ACADEMIC PROGRAMS MANAGER ASSESSES APPLICATIONS ON A ROLLING BASIS. APPLICANTS MUST ALSO COMPLETE AN APPLICATION INCLUDING TOPICS COVERED, READINGS AND PAGE NUMBERS, AND ANTICIPATED COURSE AND OBJECTIVES OF A DISCUSSION FROM AN ASSIGNED COMMON TEXT, INCLUDING AN AFTER ACTION REPORT. ISI CAMPUS JOURNALISM GRANTS - ISI CAMPUS JOURNALISM GRANTS ARE AWARDED TO PUBLICATIONS THROUGH A RIGOROUS APPLICATION PROCESS. AFTER A STUDENT SHOWS INTEREST IN FORMING A PAPER OR JOINING COLLEGIATE NETWORK WITH A PRE-EXISTING PUBLICATION, THEY MUST MEET WITH A COLLEGIATE NETWORK OFFICER WHO WILL EVALUATE THEIR PROSPECTS. IF THE OFFICER APPROVES THE POTENTIAL MEMBER, THE STUDENT CANDIDATE MUST FILL OUT AN APPLICATION CONTAINING A BUDGET, BUSINESS PLAN, MISSION STATEMENT, STAFF ROSTER, AND SEVERAL OTHER ITEMS PROVING THEIR LEGITIMACY AND POTENTIAL. THE OFFICER WILL EXAMINE THE BUDGET AND DETERMINE A REASONABLE GRANT BASED ON THE STUDENT'S STATED NEED. X 0 1 X X X 0 0 0 0 0 0 0 0 0 JOHN A BURTKA IV PRESIDENT & CEO 330719 0 0 0 0 0 13400 0 13765 0 357884 0 0 0 MATTHEW BRACH CHIEF FINANCIAL OFFICER 171852 0 0 0 0 0 7000 0 14317 0 193169 0 0 0 DANIEL MCCARTHY VICE PRESIDENT AND EDITOR- 172565 0 0 0 0 0 7000 0 8445 0 188010 0 0 0 PAUL RHEIN CHIEF OPERATING OFFICER 155992 0 0 0 0 0 6586 0 32588 0 195166 0 0 0 SPENCER KASHMANIAN CHIEF OF STAFF 154179 0 0 0 0 0 5260 0 26246 0 185685 0 0 0 PART I, LINE 1A ROUNDTRIP AIRFARE TOTALING $460 WAS BOOKED FOR AMANDA BURTKA, SPOUSE OF JOHN BURTKA. AMANDA BURTKA WIFE OF JOHN A. BURTKA, IV (PRESIDENT & CEO) 3550 AMANDA BURTKA IS OWNER OF POESIS CREATIVE, A BRANDING AND GRAPHIC DESIGN STUDIO. POESIS PROVIDED SOCIAL MEDIA MARKETING, DESIGN, AND BRANDING SERVICES TO ISI DURING THE YEAR. ALL SERVICES PERFORMED PY POESIS WERE APPROVED BY THE BOARD. 0 X 4 62521 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING EACH YEAR. THE ORGANIZATION'S ACCOUNTING FIRM COMPILES ALL NECESSARY INFORMATION AND PREPARES THE FORM 990. THE DRAFT IS THEN REVIEWED BY THE PRESIDENT AND THE CFO. ONCE ALL CHANGES AND/OR CORRECTIONS HAVE BEEN MADE THE RETURN IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S STAFF IS REQUIRED TO ADHERE TO ITS CONFLICT OF INTEREST POLICY, WHICH IS CONTAINED WITHIN THE ORGANIZATION'S EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS AUTHORIZED BY AN INDEPENDENT COMPENSATION COMMITTEE COMPRISED OF MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. COMMITTEE MEMBERS ARE INDEPENDENT, VOLUNTEER TRUSTEES WHO ARE NOT EMPLOYEES OF THE ORGANIZATION. IN DEVELOPING ITS RECOMMENDATIONS, THE COMMITTEE ENSURES THAT COMPENSATION IS BENCHMARKED BASED ON KNOWLEDGE OF HISTORIC COMPARABLES AT THE ORGANIZATION AND CONTEMPORARY INDUSTRY STANDARDS. RECOMMENDATIONS FOR EXECUTIVE COMPENSATION ARE PRESENTED TO THE FULL BOARD FOR DELIBERATION AND DECISION. IN THE FUTURE, ISI WILL ALSO ENSURE THAT THESE PROCEDURES APPLY TO KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST ALTHOUGH IT IS NOT REQUIRED TO DO SO. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT & FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITORS. COLLEGIATE NETWORK INC 3901 CENTERVILLE RD WILMINGTON DE 19807 232799773 EDUCATION THROUGH STUDENT JOURNALISM DE 501(C)(3) LINE 12B, II INTERCOLLEGIATE STUDIES INSTITUTE 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 COLLEGIATE NETWORK INC C 681250 CASH COLLEGIATE NETWORK INC L NOT READILY DETERMINABLE. COLLEGIATE NETWORK INC N NOT READILY DETERMINABLE. COLLEGIATE NETWORK INC O NOT READILY DETERMINABLE.