BRAILLE INSTITUTE OF AMERICA INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRAILLE INSTITUTE OF AMERICA INC (EIN 95-1641426)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-10
IRS object ID
202203149349303025
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T09:28:02-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1515 S Flowr StreetAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951641426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRAILLE INSTITUTE OF AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRAIBusinessNameControlTxt
Phone3236631111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1741 N VERMONT AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90029ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRezaur RahmanPersonNm
Person TitleCFOPersonTitleTxt
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRezaurPersonFirstNm
Person LastRahmanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErin CouturePreparerPersonNm
PTINP01390592PTIN
Phone2136271717PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPeter A MindnichPrincipalOfficerNm
Gross Receipts$43,063,376GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.brailleinstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or Mission"To eliminate barriers caused by blindness and severe sight loss". See Attached Federal Supplemental InformationActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee214TotalEmployeeCnt
Total Volunteers220TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$18,049,445PYContributionsGrantsAmt
CY Contributions Grants$17,762,790CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$12,528,620PYInvestmentIncomeAmt
CY Investment Income$17,136,932CYInvestmentIncomeAmt
PY Other Revenue$1,476,656PYOtherRevenueAmt
CY Other Revenue$2,777,101CYOtherRevenueAmt
PY Total Revenue$32,054,721PYTotalRevenueAmt
CY Total Revenue$37,676,823CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,625,446PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,797,638CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$102,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$105,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,993,142CYTotalFundraisingExpenseAmt
PY Other Expenses$6,570,987PYOtherExpensesAmt
CY Other Expenses$7,445,603CYOtherExpensesAmt
PY Total Expenses$20,298,433PYTotalExpensesAmt
CY Total Expenses$21,348,741CYTotalExpensesAmt
PY Revenues Less Expenses$11,756,288PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,328,082CYRevenuesLessExpensesAmt
Total Assets BOY$282,084,911TotalAssetsBOYAmt
Total Assets EOY$250,513,312TotalAssetsEOYAmt
Total Liabilities BOY$5,499,314TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,530,586TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$276,585,597NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$242,982,726NetAssetsOrFundBalancesEOYAmt
Mission"To eliminate barriers caused by blindness and severe sight loss". See Attached Federal Supplemental InformationMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$11,731,330ExpenseAmt
DescSee Attached Federal Supplemental Information Page 1, Part III - Line 4aDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,805,486ExpenseAmt
DescSee Attached Federal Supplemental Information Page 1, Part III - Line 4bDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,228,287ExpenseAmt
DescSee Attached Federal Supplemental Information Page 2, Part III - Line 4cDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$15,765,103TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document54IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee214EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJamie Aung ControllerPersonNm
Phone3236631111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1741 NVermont AveAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90029ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Peter Mindnich
President38.000.00Yes (X)$371,803$0$52,198
Rezaur Rahman
CFO38.000.00Yes (X)$216,850$0$46,128
Anthony Taketa
Secretary38.000.00Yes (X)$213,047$0$42,556
Gary Jimenez
VP Development38.000.00$220,199$0$30,288
Sandy Shin
VP Mark. & Commun.38.000.00$174,346$0$54,417
Maria Valdivia
VP Technology38.000.00$158,313$0$34,194
Lisa Jimenez
VP Program & Serv.38.000.00$157,651$0$22,362
Sergo Oilva Alfaro
VP Program & Serv.38.000.00$148,210$0$18,531
Cindy Chan
Dir.Planned Giving38.000.00$139,175$0$17,392
Michael C Corley
Chairman1.000.00Yes (X)$0$0$0Yes (X)
George E Thomas
Director1.000.00$0$0$0Yes (X)
Patricia Bramhall
Director1.000.00$0$0$0Yes (X)
James J Rhodes
Director1.000.00$0$0$0Yes (X)
Jeanne Olenicoff
Director1.000.00$0$0$0Yes (X)
James H Jackson
Director1.000.00$0$0$0Yes (X)
Linda A Lam
Director1.000.00$0$0$0Yes (X)
John F Llewellyn Thru 0422
Director1.000.00$0$0$0Yes (X)
Richard A Nelson
Director1.000.00$0$0$0Yes (X)
William J Link
Director1.000.00$0$0$0Yes (X)
Percy Duran III
Director1.000.00$0$0$0Yes (X)
John G Nuanes
Director1.000.00$0$0$0Yes (X)
Harvey Strode
Director1.000.00$0$0$0Yes (X)
Lester M Sussman
Director1.000.00$0$0$0Yes (X)
Diane Wilkinson
Director1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,799,594TotalReportableCompFromOrgAmt
Total Other Compensation$318,066TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AB Data LTD
600 AB Data DriveMilwaukeeWI53217Direct Mail Services$559,472
Olympic Maintenance
12030 Clarkson RoadLos AngelesCA90064Cleaning Services$233,865
Adco Roofing In
5743 Cahuenga StreetNorth HollywoodCA91601Roof Maintenance Serv$174,975
Datasparc Inc
13223-1 Black Mountain Road 152San DiegoCA92129Software Maintenance Serv$164,987
FM Thomas Air Conditioning
231 Gemini AvenueBreaCA92821Air Conditioning Service$156,928
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Fundraising$4,445FundraisingAmt
Government Grants$1,355,500GovernmentGrantsAmt
All Other Contributions$16,402,845AllOtherContributionsAmt
Noncash Contributions$19,193NoncashContributionsAmt
Total Contributions$17,762,790TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,635,050TotalRevenueColumnAmt
Exclusion$4,635,050ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,705,545TotalRevenueColumnAmt
Exclusion$2,705,545ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$25,451RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$25,451RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,451TotalRevenueColumnAmt
Exclusion$25,451ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,721,024SecuritiesAmt
Other$4,146,071OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,617,800SecuritiesAmt
Other$747,413OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,103,224SecuritiesAmt
Other$3,398,658OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,501,882TotalRevenueColumnAmt
Related Or Exempt Func Income$3,398,658RelatedOrExemptFuncIncomeAmt
Exclusion$9,103,224ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$57,660FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,445ContriRptFundraisingEventAmt
Fundraising Direct Expenses$21,340FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,320TotalRevenueColumnAmt
Exclusion$36,320ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Total Revenue Column$9,785TotalRevenueColumnAmt
Exclusion$9,785ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,785OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,676,823TotalRevenueColumnAmt
Related Or Exempt Func Income$3,398,658RelatedOrExemptFuncIncomeAmt
Exclusion$16,515,375ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,584,092TotalAmt
Program Services$370,225ProgramServicesAmt
Management And General$829,485ManagementAndGeneralAmt
Fundraising$384,382FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,677,436TotalAmt
Program Services$7,896,147ProgramServicesAmt
Management And General$604,963ManagementAndGeneralAmt
Fundraising$1,176,326FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$593,421TotalAmt
Program Services$483,286ProgramServicesAmt
Management And General$39,701ManagementAndGeneralAmt
Fundraising$70,434FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,126,890TotalAmt
Program Services$907,895ProgramServicesAmt
Management And General$73,526ManagementAndGeneralAmt
Fundraising$145,469FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$815,799TotalAmt
Program Services$596,265ProgramServicesAmt
Management And General$103,048ManagementAndGeneralAmt
Fundraising$116,486FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$71,458TotalAmt
Management And General$71,458ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$144,050TotalAmt
Management And General$144,050ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$37,500TotalAmt
Program Services$37,500ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$105,500TotalAmt
Fundraising$105,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,686TotalAmt
Management And General$29,686ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$567,162TotalAmt
Program Services$188,516ProgramServicesAmt
Management And General$368,646ManagementAndGeneralAmt
Fundraising$10,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$148,691TotalAmt
Program Services$111,061ProgramServicesAmt
Management And General$33,980ManagementAndGeneralAmt
Fundraising$3,650FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$463,021TotalAmt
Program Services$336,388ProgramServicesAmt
Management And General$71,973ManagementAndGeneralAmt
Fundraising$54,660FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,571,128TotalAmt
Program Services$1,484,973ProgramServicesAmt
Management And General$61,377ManagementAndGeneralAmt
Fundraising$24,778FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$157,631TotalAmt
Program Services$81,730ProgramServicesAmt
Management And General$37,187ManagementAndGeneralAmt
Fundraising$38,714FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,084,512TotalAmt
Program Services$1,046,933ProgramServicesAmt
Management And General$20,860ManagementAndGeneralAmt
Fundraising$16,719FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$287,462TotalAmt
Program Services$264,465ProgramServicesAmt
Management And General$14,373ManagementAndGeneralAmt
Fundraising$8,624FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Equipment & Facility Maintenan$1,234,074$1,088,062$80,372$65,640
Direct Mail$749,872$749,872
Instructional Program Supplies$413,311$413,311
Community Relations$256,132$251,588$4,544

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$229,913TotalAmt
Program Services$206,758ProgramServicesAmt
Management And General$5,811ManagementAndGeneralAmt
Fundraising$17,344FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,348,741TotalAmt
Program Services$15,765,103ProgramServicesAmt
Management And General$2,590,496ManagementAndGeneralAmt
Fundraising$2,993,142FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$712,573BOYAmt
EOY$475,555EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$766,388BOYAmt
EOY$902,877EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$453,856BOYAmt
EOY$50,847EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,312BOYAmt
EOY$26,676EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$27,148BOYAmt
EOY$33,195EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$64,645BOYAmt
EOY$163,898EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$60,598,797LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$38,228,259LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$22,999,022BOYAmt
EOY$22,370,538EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$252,651,726BOYAmt
EOY$220,696,854EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,471,788BOYAmt
EOY$1,296,003EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,923,453BOYAmt
EOY$4,496,869EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$282,084,911BOYAmt
EOY$250,513,312EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,702,524BOYAmt
EOY$3,327,094EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,796,790BOYAmt
EOY$4,203,492EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,499,314BOYAmt
EOY$7,530,586EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$230,195,586BOYAmt
EOY$201,263,925EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$46,390,011BOYAmt
EOY$41,718,801EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$276,585,597BOYAmt
EOY$242,982,726EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$282,084,911BOYAmt
EOY$250,513,312EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,328,082ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$49,959,817NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$28,864OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$37,500DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$37,500TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II-B, Line 1i - Other Activities DescriptionThe organization retained a lobbying firm for purposes of restoring and/or increasing funding for its library operations from the California Legislature.The lobbying activities involved meeting and informing members of the legislature about the organization's library services benefiting visually impaired and other disabled patrons.In the end of FY 2021-22,the organization has expended $37,500.
Part IV - Additional Information

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,685,410BeginningYearBalanceAmt
Contributions$25,018ContributionsAmt
Investment Earnings Or Losses-$254,169InvestmentEarningsOrLossesAmt
End Year Balance$29,456,259EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,249,471BeginningYearBalanceAmt
Contributions$59,514ContributionsAmt
Investment Earnings Or Losses$376,425InvestmentEarningsOrLossesAmt
End Year Balance$29,685,410EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,312,902BeginningYearBalanceAmt
Contributions$25,025ContributionsAmt
Investment Earnings Or Losses-$88,456InvestmentEarningsOrLossesAmt
End Year Balance$29,249,471EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,169,692BeginningYearBalanceAmt
Contributions$121,470ContributionsAmt
Investment Earnings Or Losses$21,740InvestmentEarningsOrLossesAmt
End Year Balance$29,312,902EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,903,663BeginningYearBalanceAmt
Contributions$5,185,743ContributionsAmt
Investment Earnings Or Losses$80,286InvestmentEarningsOrLossesAmt
End Year Balance$29,169,692EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$53,883InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,228,498OtherCostOrOtherBasisAmt
Book Value$6,282,381BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,715,256OtherCostOrOtherBasisAmt
Depreciation$25,149,697DepreciationAmt
Book Value$12,565,559BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,251,717OtherCostOrOtherBasisAmt
Depreciation$2,924,132DepreciationAmt
Book Value$2,327,585BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,349,443OtherCostOrOtherBasisAmt
Depreciation$10,154,430DepreciationAmt
Book Value$1,195,013BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,370,538TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Gift Annuity Liabilities$2,333,207
Present Value of Lease Liability$1,870,285
FieldValueIRS element (for citing)
Total Liability$4,203,492TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$12,282,994TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$49,959,817NetUnrealizedGainsInvstAmt
Revenue Not Reported-$49,959,817RevenueNotReportedAmt
Revenue Subtotal$37,676,823RevenueSubtotalAmt
Total Revenue Per Form990$37,676,823TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,377,605TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$28,864OtherExpensesIncludedAmt
Expenses Not Reported$28,864ExpensesNotReportedAmt
Expenses Subtotal$21,348,741ExpensesSubtotalAmt
Total Expenses Per Form990$21,348,741TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.These are net assets resulting from contributions and other inflows of assets whose use by the Institute is limited by donor-imposed stipulations. All permanently restricted net assets are available for endowment. The ending balance on part V, line 1g excludes $1.1 million of interest & earnings and investment appreciation, which is released to Temporarily Restricted funds, to provide specific program support to improve the lives of blind or visually impaired people.
Part X : FIN48 FootnoteTaxesThe Institute follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is more-likely-than-not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged.The Institute was organized pursuant to the General Nonprofit Corporation Law of the State of California. The Institute is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Institute has also been recognized by the California Franchise Tax Board as an organization that is exempt from California franchise and income taxesunder Section 23701d of the California Revenue and Taxation Code. The Institute has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The Institute has determined that there are no material uncertain tax positions that require recognition or disclosurein the financial statements.
Part XII, Line 2d: Other expenses and losses per audited F/SChange in Split - Interest $28864

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsfalseMaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe organization has no set periods of solicitation or registration. Nevertheless, its Non-Discrimination Statement is posted on its website.
Schedule E, Line 4 - Explanation of Records and Materials Not MaintainedPart 1, 4b - Is not applicable to Braille Institute of America, Inc.All instruction is provided free of charge.
Schedule E, Line 5 - Explanation of Organization Discrimination by Race
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyOur financial assistance comprises an appropriation from the State of California which reimburses Braille Institute for a portion of the operating expenses of the Library Services. This appropriation has been awarded annually.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AB Data LTDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 AB Data DriveAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
ActivityD. Mail ConsultActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$975,564GrossReceiptsAmt
Retained By Contractor$105,500RetainedByContractorAmt
Net To Organization$870,064NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$975,564TotalGrossReceiptsAmt
Total Retained By Contractors$105,500TotalRetainedByContractorsAmt
Total Net To Organization$870,064TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dinner/LunchEvent1Nm
Gross Receipts Event1$62,105GrossReceiptsEvent1Amt
Charitable Contri Event1$4,445CharitableContriEvent1Amt
Gross Revenue Event1$57,660GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,218RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,835FoodAndBeverageEvent1Amt
Entertainment Event1$2,920EntertainmentEvent1Amt
Other Direct Expenses Event1$1,367OtherDirectExpensesEvent1Amt
Gross Receipts Total$62,105GrossReceiptsTotalAmt
Charitable Contributions Tot$4,445CharitableContributionsTotAmt
Gross Revenue Total Events$57,660GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,218RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,835FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,920EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,367OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,340DirectExpenseSummaryEventsAmt
Net Income Summary$36,320NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2b - Fundraiser Additional InformationFormAndLineReferenceDesc
ExplanationThe Institute entered into separate agreements with A.B.Data LTD to cover professional fundraising services and professional fundraising expenses, such as printing, paper, envelopes and postage. Amounts calculated on Schedule G can be supported by the agreements and the expenses paid to A.B.Data LTD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Anthony Taketa
Secretary$211,701$1,346$14,582$27,974$255,603
Cindy Chan
Dir.Planned Giving$139,175$8,055$9,337$156,567
Gary Jimenez
VP Development$220,199$14,909$15,379$250,487
Lisa Jimenez
VP Program & Serv.$157,182$469$9,688$12,674$180,013
Maria Valdivia
VP Technology$157,436$877$10,152$24,042$192,507
Peter Mindnich
President$369,212$2,591$19,888$32,310$424,001
Rezaur Rahman
CFO$215,504$1,346$14,935$31,193$262,978
Sandy Shin
VP Mark. & Commun.$173,469$877$11,815$42,602$228,763
Sergo Oilva Alfaro
VP Program & Serv.$148,006$204$8,734$9,797$166,741

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Statement Note 1Braille Institute of America, Inc.Employer I.D.# 95-1641426Attachment to (Form Number 990 Part III - Line 1) for Tax year 2021What is the Organization's primary exempt purpose?Braille Institute of America, Inc., was founded in 1919 in Los Angeles, California, and is one of the largest and most comprehensive blind services organizations in the country. The Institutes mission is to positively transform the lives of those with vision loss. In addition to operating a nationally recognized Library for patrons who are blind or print disabled, we offer braille publishing services, child development services, youth independence-building programs, low vision rehabilitation services, adult educational classes, and we are a leader in the promotion of braille literacy throughout North America. Services are available through our Los Angeles headquarters and six regional centers: Anaheim, Coachella Valley, Laguna Hills, Riverside, San Diego, and Santa Barbara. A nonprofit organization, Braille Institute is operated and funded almost entirely through private donations. While Braille Institute could not hold in-person classes from March 2020 - May 2022 due to the pandemic, we pivoted so programs and services could be delivered remotely, continuously and free of charge. Students, clients, and families received support and stayed connected from the comfort and safety of their homes. Our virtual instruction turned out to be a popular option for clients who are homebound, or who have difficulty arranging transportation to our centers. We now use a hybrid model of service delivery, offering classes and one-on-one consultations in person and online. Students who enjoy onsite classes and services can attend in person, and, by maximizing the potential of virtual instruction, our staff can reach beyond the boundaries of our centers and change more lives for the better. Part III - Line 4a:A.Through Braille Institute's Educational Services, 1,282 adults, ages 18 and older, participated in more than 73,000 hours of group classes and workshops in these core areas: 1)Daily Living Skills, which teaches adaptive techniques for completing everyday tasks that are critical to staying independent and maintaining quality of life; 2) Arts & Healthy Living classes that support emotional and mental well-being. These include exercise, art, fall prevention, diabetic management, book clubs, and discussion groups; 3)Living with Vision Loss support groups and classes to share ideas, concerns, and information with others, and learn coping strategies and stress reduction techniques. Our O&M specialist provided 3,909 one-on-one training session to 626 adults on how to prevent falls and safely navigate their environment using a white cane and sensory awareness, 1,808 adults participated in online public education seminars and workshops,and 196 adults received one-on-one instruction where they needed extra help.B.Braille Institutes Youth program helped 86 young people (ages 7-19) build independent living skills through guided instruction to meet individual performance goals. C.Braille Institutes Child Development program for blind and visually impaired children ages birth to 6 provided remote one-on-one services online and over the phone to 157 children and their families. Child Development Consultants resumed in-home visits in May 2022 and continue to provide virtual consultations as well as in-home sessions.D.Braille Institutes Low Vision Rehabilitation Occupational Therapists from our seven centers provided 2,292 one-on-one consultations to 1,271 adults.E.During COVID-19 closures, programs and services were provided over the phone and via Microsoft Teams, email, and YouTube Instructional videos. All services were provided free of charge.Braille Institutes Connection Pointe staff from our seven centers provided 3,447 one-one-one training sessions in the use of mainstream devices with adaptive features and specialized technologies designed for people with a vision impairment to 873 students. F.Braille Institutes award-winning national Braille Challenge competition, which tests braille competency skills, reached 772 students in grades 1-12. Our national Cane Quest orientation & mobility competition reached 160 students in grades 3-12. G.During COVID-19 closures, programs and services were provided over the phone and via Microsoft Teams, email, and YouTube Instructional videos. All services were provided free of charge.Part III - Line 4b:Braille Institutes award-winning Library is the official Southern California branch of the National Library Service for the Blind and Print Disabled, a division of the Library of Congress. With a collection of more than 135,156 book titles in digital cartridge, braille, electronic, and large print formats, the Library is Braille Institutes largest department and most-used service. This year we served 19,761 patrons. In addition to checking out 715,226 digital and braille books, Library patrons received one-on-one training in the use of accessible reading technologies. Our staff produced 357,310 personalized audio book cartridges (duplication on-demand) that contained up to fifteen books each. Braille Institutes comprehensive Library Services are available through the main library in our Los Angeles headquarters and through our six centers (Anaheim, Coachella Valley, Laguna Hills, Riverside, San Diego and Santa Barbara) and through more than 1,317 partner institutions, which include senior living residences, public schools and public libraries across the 10 counties of Southern California. Part III - Line 4c:Braille Institute's Special Collection had 7,740 subscribers this year. Program staff printed 2,052 braille children books and "Dots for Tots" storybook kits (for pre-school children ages 2-5), mailed free to subscribers.
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderThe Institute is a non-stock, nonprofit corporation with members, no shareholders.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe accountants at Braille prepare and review an initial draft Form 990, which is reviewed by an external accounting firm before it is finalized for review by the Audit Committee. The Audit Committee will then meet to review and discuss the Form 990. The Audit Committee approves the Form 990 before it is filed with the IRS. The Audit Committee consists of directors and one non-director. The final draft of the 990 is provided to the Braille board members and management prior to its filing with the IRS.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll of the Institute's directors and officers, i.e. the governing body, are required annually to sign the Braille Institute of America, Inc.'s Conflict of Interest Policy. The policy states that these individuals "should avoid placing themselves in positions in which their personal interests are, or may be, in conflict with the interests of Braille Institute,X and continues on to provide certain guidelines on which to consider actual or potential conflict situations. The policy requires directors and officers to disclose, to the best of their knowledge, any of these interests. "In the event of an actual conflict of interest, the Board shall investigate the material facts and the affected director's, officer's or key employee's interest in the transaction or activity. * * * * After the Board's investigation is concluded, the Board shall vote on whether to authorize or approve or disapprove of the conflict of interest, excluding the vote of the interested director. If a Board vote is not reasonably practicable, a committee of three (3) directors appointed by the Board or Executive Committee may conduct the investigation and report to the Board at the Board's next meeting whereupon the Board will vote on the conflict of interest, excluding the vote of the interested director." The individual signing the policy is taking responsibility to adhere to the Conflict of Interest Policy, which includes notifying the Board if he/she becomes aware of any actual or potential conflict situation.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe Executive Compensation Committee shall review the performance and compensation of the President, Chief Financial Officer and other executives, as deemed appropriate, and make recommendations to the board as such. Accordingly, the Executive Compensation Committee meets annually to review the performance and compensation of not only the President but other top management officials. The Committee met in June 2022 to determine the compensation for the top management officials of the Institute.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Institute makes the annual Audited Financial Statements available to the public by posting the published document on its website, www.brailleinstitute.org. The completed final Form 990 is available for public inspection through the Braille Institute, GuideStar and Foundation Directory websites. Additionally, the Institute's governing documents, the annual Audited Financial Statements and the Conflict of Interest Policy are available by written request and free of charge. If ever an inspection at an office of the Institute ensues, all such documents will be promptly provided upon request within a reasonable time.Form 990, Part VI, Line 1a.- Composition of the Executive Committee The organization does maintain an Executive Committee consisting of the Board Chair and four other board members. All members of the Executive Committee are directors. The Committee has all the powers of the Board except the power to fill Board vacancies and amend the bylaws.
Other Changes In Net Assets Or Fund Balances - Other IncreasesChange in Split-Interest = $28864

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Anita A Mackenzie TrustBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S Lake Ave Suite 600AddressLine1Txt
CityPasadendaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
EIN946720255EIN
Primary ActivitiesSupporting OrganizationPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status12-III-OPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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