ADA FORSYTH INSTITUTE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADA FORSYTH INSTITUTE INC (EIN 04-2104230)
- Tax period
- 2023-07-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349316891
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T18:06:06+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADA Forsyth Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAF | BusinessNameControlTxt |
| Phone | 6172625200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 First Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sok Cheng Soh | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 6172625200 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sok Cheng Soh | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 First Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,219,613 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.forsyth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | For more than 100 years, Forsyth has been a leader in oral health research and pediatric dental care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 165 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $459,944 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,156,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,603,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,965,168 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,173,055 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,019,148 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,901,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$85,490 | PYOtherRevenueAmt |
| CY Other Revenue | $2,008 | CYOtherRevenueAmt |
| PY Total Revenue | $21,055,155 | PYTotalRevenueAmt |
| CY Total Revenue | $17,679,809 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,102,010 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $694,434 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,036,242 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,043,991 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $183,333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,490,416 | PYOtherExpensesAmt |
| CY Other Expenses | $6,136,262 | CYOtherExpensesAmt |
| PY Total Expenses | $27,628,668 | PYTotalExpensesAmt |
| CY Total Expenses | $14,874,687 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,573,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,805,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,597,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,977,648 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,324,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,146,953 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,273,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,830,695 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOR MORE THAN 100 YEARS, FORSYTH HAS BEEN A LEADER IN ORAL HEALTH RESEARCH AND PEDIATRIC DENTAL CARE. TODAY, WE ARE GROUNDED IN A 3-PILLARED STRATEGIC PLAN FOCUSED ON BIOLOGICAL RESEARCH, CLINICAL SERVICE AND PUBLIC HEALTH OUTREACH, AND TECHNOLOGICAL INNOVATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,953,800 | ExpenseAmt |
| Grant | $694,434 | GrantAmt |
| Revenue | $7,813,111 | RevenueAmt |
| Desc | ADA FORSYTH INSTITUTE IS THE ONLY INDEPENDENT RESEARCH INSTITUTE IN THE UNITED STATES FOCUSING ON THE CONNECTIONS BETWEEN ORAL HEALTH AND OVERALL WELLNESS. | Desc |
| Total Program Service Expenses | $9,953,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 165 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOK CHENG SOH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172625200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FIRST STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Dr Wenyuan Shi | ||||||||
| CEO & CHIEF SCIENTIFIC OFFICER | 45.0 | Yes (X) | Yes (X) | $492,114 | $0 | $52,360 | ||
| Elyse Cherry | ||||||||
| Director & Chair (Through 10/23/23) | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Raymond A Cohlmia DDS | ||||||||
| Director & Chair (Beginning 10/24/23) | 1.0 | Yes (X) | Yes (X) | $0 | $749,776 | $61,583 | 40.0 | |
| Bruce Donoff | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Lieberthal | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Catherine DAmato | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dai Feng | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Charles Bridges | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr J Leslie Winston | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Teresa Dolan | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James M Boyle | ||||||||
| Director | 1.0 | Yes (X) | $0 | $65,309 | $0 | 10.0 | ||
| Janice Bourque | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Karla Jarvis | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Greeley | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Monopoli | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pamela Carrington Scott | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pamela N Czekanski | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Nessen | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Raj Kohli | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Anders | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie Hsieh | ||||||||
| Director (Through 10/23/23) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven E Thorne IV | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Carline Durocher | ||||||||
| GENERAL LEGAL COUNSEL & SECRETARY | 45.0 | Yes (X) | $297,704 | $0 | $63,069 | |||
| Sok Cheng Soh | ||||||||
| CFO & TREASURER | 45.0 | Yes (X) | $336,620 | $0 | $43,368 | |||
| Benjamin Wu | ||||||||
| Chief Operating Officer | 45.0 | $482,915 | $0 | $52,861 | Yes (X) | |||
| Dr Thomas Van Dyke | ||||||||
| VP CLINICAL & TRANS. RES. | 45.0 | $319,602 | $0 | $36,687 | Yes (X) | |||
| Jessica Mark Welch | ||||||||
| Senior Member of Staff | 45.0 | $260,015 | $0 | $24,702 | Yes (X) | |||
| Mary Ellen Davey | ||||||||
| Senior Member of Staff | 45.0 | $248,322 | $0 | $35,230 | Yes (X) | |||
| Wei Hsu | ||||||||
| SENIOR MEMBER OF STAFF | 45.0 | $348,087 | $0 | $61,067 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,785,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $815,085 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $430,927 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Foley Hoag LLP | ||||||
| Seaport West | 155 Seaport Blvd | Bosston | MA | 02210 | Legal Services | $534,456 |
| Aqueduct Technologies Inc | ||||||
| 333 Wyman Street | Suite 300 | Waltham | MA | 02451 | Technical Services | $402,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $237,500 | FundraisingAmt |
| Related Organizations | $6,250,000 | RelatedOrganizationsAmt |
| All Other Contributions | $115,614 | AllOtherContributionsAmt |
| Total Contributions | $6,603,114 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RESEARCH | 541700 | $7,444,014 | $7,444,014 | |
| DENTAL SERVICES | 621400 | $519,224 | $59,280 | $459,944 |
| FESC RESEARCH CENTER | 541700 | $209,817 | $209,817 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,173,055 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,945 | TotalRevenueColumnAmt |
| Exclusion | $229,945 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,079,066 | SecuritiesAmt |
| Other | $2,010,455 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,417,834 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $661,232 | SecuritiesAmt |
| Other | $2,010,455 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,671,687 | TotalRevenueColumnAmt |
| Exclusion | $2,671,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,902 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $137,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $121,970 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,068 | TotalRevenueColumnAmt |
| Exclusion | -$53,068 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $55,076 | TotalRevenueColumnAmt |
| Exclusion | $55,076 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $55,076 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,679,809 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,713,111 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $459,944 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,903,640 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,434 | TotalAmt |
| Program Services | $682,434 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,235 | TotalAmt |
| Program Services | $798,711 | ProgramServicesAmt |
| Management And General | $470,665 | ManagementAndGeneralAmt |
| Fundraising | $15,859 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,762,421 | TotalAmt |
| Program Services | $2,959,615 | ProgramServicesAmt |
| Management And General | $1,744,043 | ManagementAndGeneralAmt |
| Fundraising | $58,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,806 | TotalAmt |
| Program Services | $289,877 | ProgramServicesAmt |
| Management And General | $174,098 | ManagementAndGeneralAmt |
| Fundraising | $5,831 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,994 | TotalAmt |
| Program Services | $724,372 | ProgramServicesAmt |
| Management And General | $435,052 | ManagementAndGeneralAmt |
| Fundraising | $14,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,535 | TotalAmt |
| Program Services | $217,520 | ProgramServicesAmt |
| Management And General | $130,640 | ManagementAndGeneralAmt |
| Fundraising | $4,375 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,626 | TotalAmt |
| Management And General | $388,626 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,712 | TotalAmt |
| Management And General | $73,712 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Program Services | $33,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,377 | TotalAmt |
| Management And General | $54,377 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,838 | TotalAmt |
| Program Services | $25,913 | ProgramServicesAmt |
| Management And General | $189,925 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,209 | TotalAmt |
| Program Services | $541,399 | ProgramServicesAmt |
| Management And General | $43,810 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,526,456 | TotalAmt |
| Program Services | $2,317,275 | ProgramServicesAmt |
| Management And General | $198,555 | ManagementAndGeneralAmt |
| Fundraising | $10,626 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,232 | TotalAmt |
| Program Services | $64,584 | ProgramServicesAmt |
| Management And General | $20,768 | ManagementAndGeneralAmt |
| Fundraising | $25,880 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,517 | TotalAmt |
| Program Services | $11,705 | ProgramServicesAmt |
| Management And General | $5,135 | ManagementAndGeneralAmt |
| Fundraising | $42,677 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,442 | TotalAmt |
| Management And General | $79,442 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,915 | TotalAmt |
| Program Services | $837,326 | ProgramServicesAmt |
| Management And General | $34,182 | ManagementAndGeneralAmt |
| Fundraising | $1,407 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,522 | TotalAmt |
| Program Services | $5,841 | ProgramServicesAmt |
| Management And General | $198,681 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $350,653 | $141,233 | $209,420 | |
| DUES & SUBSCRIPTIONS | $261,256 | $76,146 | $181,994 | $3,116 |
| OUTSIDE SERVICES | $184,675 | $132,205 | $52,470 | |
| MISCELLANEOUS | $102,845 | $50,657 | $51,959 | $229 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,987 | TotalAmt |
| Program Services | $31,987 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,874,687 | TotalAmt |
| Program Services | $9,953,800 | ProgramServicesAmt |
| Management And General | $4,737,554 | ManagementAndGeneralAmt |
| Fundraising | $183,333 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,426 | BOYAmt |
| EOY | $648 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,662,246 | BOYAmt |
| EOY | $1,014,718 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,568,532 | BOYAmt |
| EOY | $3,184,652 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,434 | BOYAmt |
| EOY | $687,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,632,847 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,908,557 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,234 | BOYAmt |
| EOY | $4,724,290 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,912,265 | BOYAmt |
| EOY | $17,516,481 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,182,487 | BOYAmt |
| EOY | $957,930 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,371,112 | BOYAmt |
| EOY | $2,891,356 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,597,736 | BOYAmt |
| EOY | $30,977,648 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,517,968 | BOYAmt |
| EOY | $2,041,643 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,081 | BOYAmt |
| EOY | $1,431,879 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,485,426 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,386,760 | BOYAmt |
| EOY | $3,673,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,324,235 | BOYAmt |
| EOY | $7,146,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,224,267 | BOYAmt |
| EOY | $23,780,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,234 | BOYAmt |
| EOY | $50,360 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,273,501 | BOYAmt |
| EOY | $23,830,695 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,597,736 | BOYAmt |
| EOY | $30,977,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,805,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $64,597 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,720,537 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$591,988 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,237,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,873,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,366,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,156,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,503,114 | CurrentTaxYearAmt |
| Total | $55,136,922 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,928,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,849,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,466,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,618,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,273,055 | CurrentTaxYearAmt |
| Total | $22,136,290 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,166,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,722,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,833,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,774,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,776,169 | CurrentTaxYearAmt |
| Total | $77,273,212 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $231,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,862,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,139,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,099,514 | CurrentTaxYearAmt |
| Total | $10,924,710 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,692,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,882,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,119,514 | CurrentTaxYearAmt |
| Total | $11,156,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $66,117,002 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $634,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $541,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $229,945 | CurrentTaxYearAmt |
| Total | $2,469,315 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $634,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $541,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $229,945 | CurrentTaxYearAmt |
| Total | $2,469,315 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,478 | CurrentTaxYearAmt |
| Total | $395,807 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,915,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,322,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,430,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,421,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,048,592 | CurrentTaxYearAmt |
| Total | $80,138,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.8250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.8424 | PublicSupportPY509Pct |
| Investment Income CY | 0.03 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0507 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 114557.0, COLUMN B - 58017.0, COLUMN C - 61019.0, COLUMN D - 119736.0, COLUMN E - 42478.0, COLUMN F - 395807.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,841,687 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,874,687 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $893,734 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $223,434 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $893,734 | CurrentYearAmt |
| Total | $3,893,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,840,602 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $15,990 | CurrentYearMinus3Amt |
| Current Year Minus2 | $61,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $71,500 | CurrentYearMinus1Amt |
| Current Year | $33,000 | CurrentYearAmt |
| Total | $181,890 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $223,434 | CurrentYearAmt |
| Total | $973,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,460,150 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 1b, Column (a) LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | EXPENSES INCLUDE A CONTRACT WITH A LOBBYING FIRM FOR ASSISTANCE WITH STATE GRANT LOBBYING. ADDITIONALLY, FORSYTH BELONGS TO MEMBERSHIP ORGANIZATIONS WHICH ENGAGE IN LOBBYING ACTIVITIES. A PORTION OF THE DUES PAID ARE SPECIFICALLY IDENTIFIED AS LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,756,998 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $901,397 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,183,986 | OtherExpendituresAmt |
| End Year Balance | $18,474,409 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,645,972 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,718,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,607,516 | OtherExpendituresAmt |
| End Year Balance | $24,756,998 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,492,858 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,036,607 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,810,279 | OtherExpendituresAmt |
| End Year Balance | $29,645,972 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,218,606 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,667,919 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,393,667 | OtherExpendituresAmt |
| End Year Balance | $39,492,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,661,387 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,032,607 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,475,388 | OtherExpendituresAmt |
| End Year Balance | $34,218,606 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,794,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,930,685 | DepreciationAmt |
| Book Value | $1,863,991 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,891,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,195,641 | DepreciationAmt |
| Book Value | $2,695,446 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $947,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $782,231 | DepreciationAmt |
| Book Value | $164,853 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,724,290 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE LEASE ASSET - OPERATING | $2,829,472 |
| CONSTRUCTION IN PROGRESS | $61,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,891,356 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Liability | Desc |
| Amt | $3,673,431 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,673,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | TO SUPPORT THE CHARITABLE MISSION OF THE ADA FORSYTH INSTITUTE, INC. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Deferred taxes are established for temporary differences between the financial reporting basis and the tax basis of assets and liabilities. Deferred taxes are based upon enacted tax rates, which would apply during the period which taxes become payable or recoverable, and the adjustment of cumulative deferred taxes for any changes in the tax rate. ADA Forsyth accounts for uncertain tax positions in accordance with ASC Topic 740, Income Taxes. ASC Topic 740 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under ASC Topic 740, the Association must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. ASC Topic 740 also provides guidance on derecognition, classification, interest, and penalties on income taxes and accounting in interim periods and accounting in interim periods and requires increased disclosures. As of December 31, 2023, there was no liability related to uncertain tax positions for federal and state income taxes. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $12,000 | |
| Middle East and North Africa | 0 | 0 | PROGRAM EXPENSES | $134,201 | SCHOOL ORAL HEALTH PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $146,201 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $146,201 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America (Canada & Mexico only) | RegionTxt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $12,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | MIDDLE EAST AND NORTH AFRIC; NORTH AMERICA (CANADA & MEXICO ONLY |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | NORTH AMERICA (CANADA & MEXICO ONLY |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DENTECH | Event1Nm |
| Gross Receipts Event1 | $206,402 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $137,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,902 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $121,970 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $206,402 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $137,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,902 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,970 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $121,970 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$53,068 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Brigham and Women's Hospital Inc | ||||||||
| 77 LOUIS PASTER AVE HIM836 | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $57,265 | Program Support | |
| Harvard Medical School | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 042103580 | 501(C)(3) | $86,783 | Program Support | |
| J Craig Venter Institute | ||||||||
| 4120 CAPRICORN LC | LA JOLLA | CA | 92037 | 521842938 | 501(C)(3) | $207,606 | Program Support | |
| Marine Biological Laboratory | ||||||||
| 7 MBL ST | WOODSHOLE | MA | 02543 | 042104690 | 501(C)(3) | $135,321 | Program Support | |
| Massachusetts General Hospital | ||||||||
| 275 CAMBRIDGE ST | BOSTON | MA | 02114 | 046123511 | 501(C)(3) | $7,400 | Program Support | |
| President and Fellows of Harvard College | ||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | Cambridge | MA | 02138 | 042103580 | 501(C)(3) | $5,624 | Program Support | |
| The Regents of the University of Michigan | ||||||||
| 19000 Hubbard Dr | DEARBORN | MI | 48126 | 386006309 | 501(C)(3) | $36,668 | Program Support | |
| The Research Foundation for SUNY | ||||||||
| PO BOX 9 | ALBANY | NY | 12201 | 141368361 | 501(C)(3) | $72,315 | Program Support | |
| University of Washington | ||||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 981959472 | 916001537 | Govt | $69,319 | Program Support | BOX 359472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE ASSIGNS RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS TO ITS OFFICE OF SPONSORED RESEARCH. THIS OFFICE MONITORS ALL GRANT MAKING ACTIVITY INCLUDING ALL APPLICABLE COMPLIANCE REGULATIONS. MONITORING INCLUDES PERIODIC REVIEWS OF BUDGET TO ACTUAL REPORTS BY BOTH THE OFFICE OF SPONSORED RESEARCH AND THE PRINCIPAL INVESTIGATOR TO ENSURE FUNDS ARE USED ACCORDING TO THE AGREEMENT. EXPENSES ARE ACCOUNTED FOR ON AN ACCRUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Wenyuan Shi | ||||||||||||||
| CEO & CHIEF SCIENTIFIC OFFICER | $492,114 | $0 | $0 | $0 | $0 | $0 | $29,700 | $0 | $22,660 | $0 | $544,474 | $0 | $0 | $0 |
| Raymond A Cohlmia DDS | ||||||||||||||
| Director & Chair (Beginning 10/24/23) | $0 | $607,717 | $0 | $120,000 | $0 | $22,059 | $0 | $50,562 | $0 | $11,021 | $0 | $811,359 | $0 | $0 |
| Carline Durocher | ||||||||||||||
| GENERAL LEGAL COUNSEL & SECRETARY | $297,704 | $0 | $0 | $0 | $0 | $0 | $27,558 | $0 | $35,511 | $0 | $360,773 | $0 | $0 | $0 |
| Sok Cheng Soh | ||||||||||||||
| CFO & TREASURER | $316,620 | $0 | $20,000 | $0 | $0 | $0 | $29,096 | $0 | $14,272 | $0 | $379,988 | $0 | $0 | $0 |
| Benjamin Wu | ||||||||||||||
| Chief Operating Officer | $388,552 | $0 | $82,363 | $0 | $12,000 | $0 | $29,700 | $0 | $23,161 | $0 | $535,776 | $0 | $0 | $0 |
| Dr Thomas Van Dyke | ||||||||||||||
| VP CLINICAL & TRANS. RES. | $319,602 | $0 | $0 | $0 | $0 | $0 | $28,564 | $0 | $8,123 | $0 | $356,289 | $0 | $0 | $0 |
| Wei Hsu | ||||||||||||||
| SENIOR MEMBER OF STAFF | $295,914 | $0 | $52,173 | $0 | $0 | $0 | $27,568 | $0 | $33,499 | $0 | $409,154 | $0 | $0 | $0 |
| Jessica Mark Welch | ||||||||||||||
| Senior Member of Staff | $206,815 | $0 | $53,200 | $0 | $0 | $0 | $21,162 | $0 | $3,540 | $0 | $284,717 | $0 | $0 | $0 |
| Mary Ellen Davey | ||||||||||||||
| Senior Member of Staff | $244,322 | $0 | $0 | $0 | $4,000 | $0 | $22,323 | $0 | $12,907 | $0 | $283,552 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | ADA FORSYTH PROVIDES BOTH THE CHIEF OPERATING OFFICER, BENJAMIN WU, AND A SENIOR MEMBER OF STAFF, MARY ELLEN DAVEY, HOUSING STIPENDS. THE STIPEND AMOUNTS ARE CONSIDERED TAXABLE COMPENSATION TO EACH INDIVIDUAL AND INCLUDED ON THEIR RESPECTIVE SCHEDULES W-2. |
| Schedule J, Part I, Line 7 Non-fixed payments | Bonuses paid are non-fixed. There is a review and approval by the executive team including the CEO, CFO and CHRO |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Board, by resolution adopted by a majority of the Directors in office, may designate and appoint one or more committees of the Board, each of which will consist of two or more Directors (and a majority being Directors), which committees, to the extent provided in such resolution, will have and exercise the authority of the Board in the management of the Corporation. Other committees not having and exercising the authority of the Board in the management of the Corporation may be designated and appointed by a resolution adopted by a majority of the Directors present at a meeting at which a quorum is present. The delegation of authority to any committee will not operate to relieve the Board or any member of the Board from any responsibility imposed by law. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | ADA Forsyth Institute's ("the Institute") organizing documents were amended on October 24, 2023 to reflect changes relating to the agreement between American Dental Association ("the Association") and the Institute pursuant to which the Association became the sole member of the Institute. The organizing documents were revised to reflect the Institute's name change, the substitution of the Association as its sole member, the Institute's role in support of the Association, the number and appointment process for voting directors, and the procedure for future amendments to organizing documents. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE RETURN WAS PREPARED BY TAX ADVISORS WITH INFORMATION PROVIDED BY MANAGEMENT. THE DRAFT FORM 990 IS REVIEWED BY THE CEO AND CFO. IT IS THEN DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | FORSYTH'S CONFLICT OF INTEREST POLICY APPLIES TO FORSYTH'S BOARD MEMBERS, OFFICERS, ADMINISTRATORS, AND RESEARCH EMPLOYEES AND WAS ESTABLISHED TOPROTECT THE INTEREST OF THE INSTITUTE - THE DESIGN, CONDUCT, OR REPORTING OF OPERATIONS OR RESEARCH. CONSISTENT WITH THE POLICY, OFFICERS, ADMINISTRATORS, RESEARCH STAFF EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. TO ACCOMPLISH THIS OBJECTIVE, THIS POLICY ESTABLISHES A DISCLOSURE SYSTEM WHERE BY POTENTIAL CONFLICT SITUATIONS WILL BE IDENTIFIED, REVIEWED AND ADDRESSED. FORSYTH OFFICERS, ADMINISTRATORS, AND RESEARCH EMPLOYEES - FORSYTH'S SECRETARY/GENERAL COUNSEL IS THE INSTITUTIONAL OFFICIAL WHO IS RESPONSIBLE FOR DISSEMINATING THE CONFLICT OF INTEREST POLICY AND COLLECTING SIGNED DISCLOSURE STATEMENTS WHEN THE EMPLOYEES ARE FIRST HIRED AND ANNUALLY THEREAFTER. THE RESOLUTION OF ANY CONFLICT OR PERCEIVED CONFLICT IS IDENTIFIED BY THE INSTITUTIONAL OFFICIAL, IN CONSULTATION WITH FORSYTH'S CONFLICT OF INTEREST COMMITTEE. FORSYTH BOARD MEMBERS - FORSYTH'S SECRETARY/GENERAL COUNSEL IS RESPONSIBLE FOR DISSEMINATING THE CONFLICT OF INTEREST POLICY AND COLLECTING SIGNED DISCLOSURE STATEMENTS FROM BOARD MEMBERS AT THE TIME THEY ARE APPOINTED AND ANNUALLY THEREAFTER. THE RESOLUTION OF ANY CONFLICT OR PERCEIVED CONFLICT IS IDENTIFIED BY THE SECRETARY IN CONSULTATION WITH THE CHAIRMAN OF FORSYTH'S BOARD OF DIRECTORS. AS A VOTING BOARD MEMBER, THE CEO DOES NOT VOTE ON AND IS RECUSED WHEN A CONFLICT OF INTEREST ARISES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | CEO COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS. COMPARABLE COMPENSATION DATA AND FORM 990 DATA FROM OTHER ORGANIZATIONS ARE UTILIZED FOR THE REVIEW OF CEO COMPENSATION. THE CEO REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE MANAGEMENT, USING MARKET SURVEYS AND FORM 990 DATA FOR OTHER SIMILAR ORGANIZATIONS. THESE DECISIONS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANNUALLY, FORSYTH PARTICIPATES IN A COMPENSATION SURVEY THAT INCLUDES COMPARATIVE DATA OF SIMILAR ORGANIZATIONS. THESE ANALYSES ARE UTILIZED IN THE REVIEW OF THE CEO AND EXECUTIVE MANAGEMENT'S COMPENSATION. BOTH THE DELIBERATION AND DECISION PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND EXECUTIVE MANAGEMENT IS CONTEMPORANEOUSLY DOCUMENTED. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | CEO COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS. COMPARABLE COMPENSATION DATA AND FORM 990 DATA FROM OTHER ORGANIZATIONS ARE UTILIZED FOR THE REVIEW OF CEO COMPENSATION. THE CEO REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE MANAGEMENT, USING MARKET SURVEYS AND FORM 990 DATA FOR OTHER SIMILAR ORGANIZATIONS. THESE DECISIONS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANNUALLY, FORSYTH PARTICIPATES IN A COMPENSATION SURVEY THAT INCLUDES COMPARATIVE DATA OF SIMILAR ORGANIZATIONS. THESE ANALYSES ARE UTILIZED IN THE REVIEW OF THE CEO AND EXECUTIVE MANAGEMENT'S COMPENSATION. BOTH THE DELIBERATION AND DECISION PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND EXECUTIVE MANAGEMENT IS CONTEMPORANEOUSLY DOCUMENTED. |
| Form 990, Part VI, Line 19 Required documents available to the public | ADA FORSYTH INSTITUTE MAKES ITS GOVERNING DOCUMENTS, WRITTEN POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THESE ITEMS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Intercompany Transfers - -591988; |
| ITEM A Change in Accounting Period | Revenue Procedure 85-58 rules apply. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTH INNOVATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FIRST STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TECH DEV | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORSYTH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FORSYTH INTERNATIONAL INC | |||||||||||
| 245 FIRST STREET | CAMBRIDGE | MA | 02142 | 043443294 | DENTAL CARE | MA | 501(c)(3) | 10 | ADA FORSYTH INC | Yes (true) | |
| American Dental Association | |||||||||||
| 211 East Chicago Ave | Chicago | IL | 606112678 | 360724690 | Trade Association | IL | 501(c)(6) | NA | false | ||
| American Dental Association Political Action Committee | |||||||||||
| 1111 14th Street NW | Washington | DC | 20005 | 520913198 | Seg. Fund | DC | 527 | NA | false | Suite 1100 | |
| ADPAC Education Fund | |||||||||||
| 1111 14th Street NW | Washington | DC | 20005 | 900038675 | Seg. Fund | DC | 527 | NA | false | Suite 1100 | |
| ADA FOUNDATION | |||||||||||
| 211 East Chicago Ave | Chicago | IL | 606112678 | 366132046 | GRANT MAKING | IL | 501(c)(3) | 10 | AMERICAN DENTAL ASSOCIATION | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |