BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC (EIN 13-1739923)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349315047
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:27:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475324570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSERO & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 THORNWOOD DRIVE | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131739923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYCE THOMPSON INSTITUTE FOR PLANT | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYC | BusinessNameControlTxt |
| Phone | 6072541225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 TOWER ROAD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOPHIA DARLING | PersonNm |
| Person Title | VP AND CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 6072541217 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SOPHIA | PersonFirstNm |
| Person Last | DARLING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DUANE SHOEN | PreparerPersonNm |
| PTIN | P00503316 | PTIN |
| Phone | 6072724444 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SOPHIA DARLING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 TOWER ROAD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,585,491 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BTISCIENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH, INC. (BTI) STRIVES TO BE A WORLD LEADER IN PLANT SCIENCE RESEARCH. BTI WAS FOUNDED BY WILLIAM BOYCE THOMPSON OUT OF A CONVICTION THAT "ANY PRINCIPLES CONCERNING THE NATURE OF LIFE THAT YOU CAN ESTABLISH FOR PLANTS WILL HELP YOU UNDERSTAND MAN, IN HEALTH AND DISEASE." HE ALSO SAW PLANT SCIENCE AS A MEANS OF ENDING HUNGER, THUS ULTIMATELY PROMOTING DEMOCRACY AND POLITICAL STABILITY. BTI ENVISIONS A WORLD IN WHICH NUTRITIOUS FOOD IS IN ABUNDANCE, THE ENVIRONMENT IS SECURE, AND PEOPLE LIVE FULLER, HEALTHIER LIVES. THIS VISION CAN BE REALIZED IN PART THROUGH THE STUDY OF PLANTS FOR THE BENEFIT OF PEOPLE AND THE ENVIRONMENT, CONCENTRATING PARTICULARLY ON PLANT DEVELOPMENT, MOLECULAR INTERACTIONS BETWEEN PLANTS AND MICROBES, AND MOLECULAR AND CHEMICAL ECOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $142,271 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $135,021 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,494,245 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,030,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $438,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,575,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $576,108 | PYOtherRevenueAmt |
| CY Other Revenue | $1,102,344 | CYOtherRevenueAmt |
| PY Total Revenue | $11,509,277 | PYTotalRevenueAmt |
| CY Total Revenue | $16,707,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,325,701 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,383,441 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,473,878 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,158,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $481,796 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,356,644 | PYOtherExpensesAmt |
| CY Other Expenses | $4,749,236 | CYOtherExpensesAmt |
| PY Total Expenses | $17,156,223 | PYTotalExpensesAmt |
| CY Total Expenses | $18,290,743 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,646,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,582,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,923,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,082,296 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,798,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,270,008 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,124,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,812,288 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE AND COMMUNICATE SCIENTIFIC DISCOVERY IN PLANT BIOLOGY TO IMPROVE AGRICULTURE, PROTECT THE ENVIRONMENT AND ENHANCE HUMAN HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,626,229 | ExpenseAmt |
| Grant | $551,751 | GrantAmt |
| Desc | IMPROVE AGRICULTURE/SUSTAINABLE FOOD PRODUCTION: BTI SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT RESEARCH TOWARDS PRODUCING AN INCREASINGLY SUSTAINABLE FOOD SUPPLY. FOOD SECURITY ANALYSIS BY THE UNITED NATIONS HAS CITED CLIMATE CHANGE, NATURAL DISASTER, RAPID URBANIZATION AND UNPRECENDENTED POPULATION GROWTH AS GREAT CHALLENGES TO THE SUSTAINABLE FUTURE OF THE WORLD FOOD SUPPLY. AT BTI, SCIENTISTS ARE INVESTIGATING, AT THE MOLECULAR LEVEL, HOW PLANTS GROW, RESPOND TO LIGHT, AND MAKE USE ON A SCALE THAT CAN MEET DEMAND. CURRENT RESEARCH IS FOCUSED ON IMPROVING THE NUTRITIVE QUALITY OF FOOD, INCREASING YIELD AND FURTHERING THE SUSTAINABILITY OF AGRONOMICALLY VIABLE PLANT SPECIES. SPECIFIC RESEARCH FOCUSES ON LONGER SHELFLIFE, CROPS THAT PRODUCE HIGHER YIELD WITH LESS INPUTS, REDUCED NEED FOR CHEMICAL FERTILIZATION, AND PLANTS WITH HIGHER TOLERANCE FOR ENVIRONMENTAL STRESSORS SUCH AS DROUGH, SALINITY, HEAT AND COLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $902,459 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | RESEARCH TOOLS & COMMUNICATIONS: BTI SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT RESEARCH TOWARDS THE ADVANCEMENT OF SCIENTIFIC KNOWLEDGE. VIRTUALLY EVERY DAY, SCIENTISTS DISCOVER AND RECORD A STAGGERING AMOUNT OF NEW INFORMATION ABOUT THE GENES, PROTEINS AND CHEMICALS THAT DIRECT THE DEVELOPMENT OF CELLS. BTI RESEARCHERS ALSO ARE CONTINUALLY DEVELOPING NEW TECHNIQUES FOR LABORATORY RESEARCH. BTI SCIENTISTS ARE DEVELOPING INNOVATIVE SOFTWARE AND DATABASES, ENABLING RESEARCHERS TO BETTER ORGANIZE, ACCESS AND RETRIEVE A WEALTH OF DATA, ISOLATE AND IDENTIFY SPECIFIC GENES CONTROLLING THE SPECIFIC LIFE PROCESSES AND IDENTIFY MOLECULES WITH POTENTIAL EVOLUTIONARY, BIOLOGICAL AND MEDICAL IMPORTANCES. BTI SCIENTISTS ALSO DEVELOP NEW RESEARCH PROTOCOLS FOR TRANSFORMING PLANTS WITH GENES OF INTEREST TO DISCOVER THEIR FUNCTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,105,738 | ExpenseAmt |
| Grant | $80,369 | GrantAmt |
| Desc | IMPROVED HUMAN HEALTH: INSTITUTE SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT SCIENCE AND RELATED RESEARCH TOWARDS IMPROVED HUMAN HEALTH. CURRENT RESEARCH AT BTI MAY LEAD TO AN INCREASE IN OUR UNDERSTANDING OF HUMAN DISEASES SUCH AS DIABETES, ALZHEIMER'S DISEASE AND AGING-RELATED DISEASES. BTI RESEARCHERS DEVELOP CELL LINES IN PLANTS AND INSECTS THAT CAN BE USED TO MANUFACTURE THERAPEUTICS, DIAGNOSTICS, AND VACCINES. INSTITUTE RESEARCH ALSO MAY LEAD TO MORE NUTRITIOUS FOODS TO COMBAT VITAMIN DEFICIENCIES AND LESS PESTICIDE USE TO REDUCE HUMAN EXPOSURE TO HARMFUL CHEMICALS. BTI SCIENTISTS ALSO STUDY HOW PLANTS PRODUCE PHARMACEUTICALLY ACTIVE COMPOUNDS AND MAY LEAD TO NEW SOURCES OF NATURAL WAYS TO COMBAT CONDITIONS LIKE HEART DISEASE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,406,557 | ExpenseAmt |
| Grant | $1,751,322 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,406,557 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,751,322 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $15,040,983 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 168 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOPHIA DARLING | PersonNm |
| Phone | 6072541225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 TOWER ROAD | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14853 | 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID STERN | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $432,575 | $0 | $56,225 | |
| GREGORY GALVIN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHRYN BOOR | |||||||
| DIRECTOR (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL BURKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTO CANIZARES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOURDES CASANOVA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CHOMET | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER CORNELIUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LOU GUERINOT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE HEARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MCCOUCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN NYROP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA OAKES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY OPPERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY RAWSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OLIVER SCHULZE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRA SHEINERMAN | |||||||
| DIRECTOR (PART YEAR) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE SILVERTHORNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SMART | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES TRAUTMANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN HOULTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SOPHIA DARLING | |||||||
| VP OF FINANCE | 40.00 | Yes (X) | $214,765 | $0 | $32,589 | ||
| MEREDITH WILLIAMS | |||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $52,225 | $0 | $12,975 | ||
| STEPHANIE MEYER | |||||||
| VP OF ADVANCEMENT | 40.00 | Yes (X) | $110,138 | $0 | $12,703 | ||
| MARIA HARRISON | |||||||
| PRIMARY INVESTIGATOR | 40.00 | $225,029 | $0 | $42,931 | Yes (X) | ||
| ZHANGJUN FEI | |||||||
| PRIMARY INVESTIGATOR | 40.00 | $191,234 | $0 | $44,677 | Yes (X) | ||
| ERIC RICHARDS | |||||||
| PRIMARY INVESTIGATOR | 40.00 | $167,918 | $0 | $40,161 | Yes (X) | ||
| GEORG JANDER | |||||||
| PRIMARY INVESTIGATOR | 40.00 | $164,418 | $0 | $42,972 | Yes (X) | ||
| FRANK SCHROEDER | |||||||
| PRIMARY INVESTIGATOR | 40.00 | $186,207 | $0 | $30,526 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,744,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $315,759 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,019,963 | GovernmentGrantsAmt |
| All Other Contributions | $3,010,592 | AllOtherContributionsAmt |
| Noncash Contributions | $42 | NoncashContributionsAmt |
| Total Contributions | $12,030,555 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,002,999 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $142,271 | UnrelatedBusinessRevenueAmt |
| Exclusion | $860,728 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $281,050 | TotalRevenueColumnAmt |
| Exclusion | $281,050 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,449,593 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,877,503 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,572,090 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,572,090 | TotalRevenueColumnAmt |
| Exclusion | $2,572,090 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $821,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $821,294 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $821,294 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,707,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $821,294 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $142,271 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,713,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,441 | TotalAmt |
| Program Services | $2,383,441 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,195 | TotalAmt |
| Program Services | $244,400 | ProgramServicesAmt |
| Management And General | $556,954 | ManagementAndGeneralAmt |
| Fundraising | $122,841 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,787,240 | TotalAmt |
| Program Services | $6,719,634 | ProgramServicesAmt |
| Management And General | $821,022 | ManagementAndGeneralAmt |
| Fundraising | $246,584 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,139 | TotalAmt |
| Program Services | $831,605 | ProgramServicesAmt |
| Management And General | $115,188 | ManagementAndGeneralAmt |
| Fundraising | $17,346 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,848 | TotalAmt |
| Program Services | $757,474 | ProgramServicesAmt |
| Management And General | $141,694 | ManagementAndGeneralAmt |
| Fundraising | $26,680 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,644 | TotalAmt |
| Program Services | $449,094 | ProgramServicesAmt |
| Management And General | $91,796 | ManagementAndGeneralAmt |
| Fundraising | $15,754 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,046 | TotalAmt |
| Program Services | $112,063 | ProgramServicesAmt |
| Management And General | $95,983 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,361 | TotalAmt |
| Management And General | $92,361 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,384 | TotalAmt |
| Management And General | $447,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,195 | TotalAmt |
| Program Services | $1,835,875 | ProgramServicesAmt |
| Management And General | $67,820 | ManagementAndGeneralAmt |
| Fundraising | $6,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,925 | TotalAmt |
| Program Services | $22,433 | ProgramServicesAmt |
| Management And General | $16,473 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,634 | TotalAmt |
| Program Services | $36,910 | ProgramServicesAmt |
| Management And General | $28,929 | ManagementAndGeneralAmt |
| Fundraising | $1,795 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,920 | TotalAmt |
| Management And General | $32,920 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,540 | TotalAmt |
| Program Services | $490,174 | ProgramServicesAmt |
| Management And General | $21,366 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,475 | TotalAmt |
| Program Services | $5,340 | ProgramServicesAmt |
| Management And General | $79,135 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT TAXES | $39,576 | $39,576 | ||
| SUPPLIES | $743,481 | $23,554 | $719,004 | $923 |
| OTHER SERVICES AND EXPE | $462,417 | $95,548 | $339,677 | $27,192 |
| EQUIPMENT AND MAINTENAN | $80,683 | $80,683 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,599 | TotalAmt |
| Program Services | $13,176 | ProgramServicesAmt |
| Management And General | $261 | ManagementAndGeneralAmt |
| Fundraising | $16,162 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,290,743 | TotalAmt |
| Program Services | $15,040,983 | ProgramServicesAmt |
| Management And General | $2,767,964 | ManagementAndGeneralAmt |
| Fundraising | $481,796 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,713 | BOYAmt |
| EOY | $105,910 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180,231 | BOYAmt |
| EOY | $8,383,758 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,897,791 | BOYAmt |
| EOY | $2,553,872 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,633 | BOYAmt |
| EOY | $32,269 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,625 | BOYAmt |
| EOY | $90,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,196,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,306,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,372,607 | BOYAmt |
| EOY | $2,889,212 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,247,248 | BOYAmt |
| EOY | $60,483,545 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,971,835 | BOYAmt |
| EOY | $24,712,413 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,518 | BOYAmt |
| EOY | $1,830,901 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,923,201 | BOYAmt |
| EOY | $101,082,296 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,245 | BOYAmt |
| EOY | $1,336,863 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,761 | BOYAmt |
| EOY | $5,102,789 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,071 | BOYAmt |
| EOY | $635,779 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,129,826 | BOYAmt |
| EOY | $6,194,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,798,903 | BOYAmt |
| EOY | $13,270,008 | 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 | $74,196,641 | BOYAmt |
| EOY | $81,454,840 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,927,657 | BOYAmt |
| EOY | $6,357,448 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,124,298 | BOYAmt |
| EOY | $87,812,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,923,201 | BOYAmt |
| EOY | $101,082,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,582,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,042,720 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $228,025 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,720,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,816,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,720,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,494,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,030,555 | CurrentTaxYearAmt |
| Total | $60,781,907 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,720,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,816,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,720,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,494,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,030,555 | CurrentTaxYearAmt |
| Total | $60,781,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $60,781,907 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,138,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,631,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,272,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,141,778 | CurrentTaxYearAmt |
| Total | $7,724,349 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $13,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,271 | CurrentTaxYearAmt |
| Total | $221,026 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,294 | CurrentTaxYearAmt |
| Total | $1,801,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,528,292 | TotalSupportAmt |
| Public Support CY170 | 0.86180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,158,754 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $879,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,821 | OtherExpendituresAmt |
| End Year Balance | $5,926,773 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,729,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $541,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,821 | OtherExpendituresAmt |
| End Year Balance | $5,158,754 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,089,642 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $751,315 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,821 | OtherExpendituresAmt |
| End Year Balance | $4,729,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,599,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$396,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,756 | OtherExpendituresAmt |
| End Year Balance | $4,089,642 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,186,646 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $530,762 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,440 | OtherExpendituresAmt |
| End Year Balance | $4,599,968 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50992 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49008 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,121,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,757,564 | DepreciationAmt |
| Book Value | $364,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,270,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,549,423 | DepreciationAmt |
| Book Value | $1,721,032 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $803,766 | OtherCostOrOtherBasisAmt |
| Book Value | $803,766 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,889,212 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE CAPITAL | $14,150,479 | C |
| HEDGE FUNDS | $10,561,934 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,712,413 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PPP LOAN | $1,743,620 |
| DEFERRED COMPENSATION AND SEVERANCE PAYABLE | $470,919 |
| ACCRUED POSTRETIREMENT BENEFIT OBLIGATION | $3,980,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,194,577 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,945,683 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,042,720 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,642,359 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $10,685,079 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,260,604 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $447,384 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $447,384 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,707,988 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,485,718 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,642,359 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,642,359 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,843,359 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $447,384 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $447,384 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,290,743 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE LONG-TERM OBJECTIVE OF THE ENDOWMENT FUNDS IS TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT WITH THE GOAL OF PROVIDING A REASONABLE, PREDICTABLE, STABLE AND SUSTAINABLE LEVEL OF INCOME TO SUPPORT OPERATIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $7,757,088 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $1,852,983 |
| 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 | $9,610,071 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,610,071 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CORNELL UNIVERSITY | |||||||||
| PO BOX 22 | ITHACA | NY | 14851 | 150532082 | 501(C)(3) | $371,629 | $0 | COLLABORATIVE RESEARCH | |
| CENTENARY COLLEGE OF LOUISIANA | |||||||||
| 911 CENTENARY BOULEVARD | SHREVEPORT | LA | 71104 | 720408915 | 501(C)(3) | $25,896 | $0 | COLLABORATIVE RESEARCH | |
| IOWA STATE UNIVERSITY | |||||||||
| 419 BESSEY HALL | AMES | IA | 50011 | 426004224 | 501(C)(3) | $667,206 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF MINNESOTA | |||||||||
| 1500 GORTNER AVENUE | ST PAUL | MN | 55108 | 416007513 | 501(C)(3) | $259,801 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF CALIFORNIA AT DAVIS | |||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95620 | 946036494 | 501(C)(3) | $497,853 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF FLORIDA | |||||||||
| PO BOX 117001 | GAINESVILLE | FL | 32611 | 596002052 | 501(C)(3) | $21,750 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | 501(C)(3) | $162,378 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF WASHINGTON | |||||||||
| SOUTH LAKE UNION | SEATTLE | WA | 98105 | 916001537 | 501(C)(3) | $28,097 | $0 | COLLABORATIVE RESEARCH | |
| CLEMSON UNIVERSITY | |||||||||
| 230 KAPPA STREET | CLEMSON | SC | 29634 | 576000254 | 501(C)(3) | $75,953 | $0 | COLLABORATIVE RESEARCH | |
| TEXAS WOMEN'S UNIVERSITY | |||||||||
| ACT 7TH FLOOR 304 ADMINISTRATION | DENTON | TX | 76204 | 756002618 | 501(C)(3) | $40,504 | $0 | COLLABORATIVE RESEARCH | DRIVE |
| UNIVERSITY OF ARIZONA | |||||||||
| PO BOX 210158 RM 510 | TUCSON | AZ | 857210158 | 722652689 | 501(C)(3) | $40,807 | $0 | COLLABORATIVE RESEARCH | |
| UNIVERSITY OF NORTH TEXAS | |||||||||
| 1155 UNION CIRCLE 311334 | DENTON | TX | 76203 | 756002149 | 501(C)(3) | $144,247 | $0 | COLLABORATIVE RESEARCH | |
| US DEPT OF AGRICULTURE AGRICULTURAL RESEARCH SERVICE | |||||||||
| ROBERT W HOLLEY CENTER 538 TOWER | ITHACA | NY | 14853 | $33,212 | $0 | COLLABORATIVE RESEARCH | ROAD | ||
| OKLAHOMA STATE UNIVERSITY | |||||||||
| 3210 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | 731383996 | 501(C)(3) | $15,161 | $0 | COLLABORATIVE RESEARCH | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE 1, PART 1, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS EACH SUB-RECIPIENT OF A GRANT, BOTH DOMESTIC AND FOREIGN, WITH A YEARLY REVIEW OF AUDIT COMPLIANCE AND BUDGETS. EACH SUB-RECIPIENT IS REQUIRED TO REPORT FINANCIAL STATEMENTS, PERFORMANCE REPORTS AND TIMELY RESOLUTION OF AUDIT FINDINGS. SUPERVISORY REVIEWS ARE PERFORMED TO DETERMINE THE ADEQUACY OF SUB-RECIPIENT MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID STERN | ||||||||||||||
| PRESIDENT | $432,575 | $0 | $0 | $0 | $0 | $0 | $44,800 | $0 | $11,425 | $0 | $488,800 | $0 | $0 | $0 |
| MARIA HARRISON | ||||||||||||||
| PRIMARY INVESTIGATOR | $224,529 | $0 | $500 | $0 | $0 | $0 | $36,773 | $0 | $6,158 | $0 | $267,960 | $0 | $0 | $0 |
| SOPHIA DARLING | ||||||||||||||
| VP OF FINANCE | $207,103 | $0 | $7,517 | $0 | $145 | $0 | $32,409 | $0 | $180 | $0 | $247,354 | $0 | $0 | $0 |
| ZHANGJUN FEI | ||||||||||||||
| PRIMARY INVESTIGATOR | $190,734 | $0 | $500 | $0 | $0 | $0 | $31,696 | $0 | $12,981 | $0 | $235,911 | $0 | $0 | $0 |
| FRANK SCHROEDER | ||||||||||||||
| PRIMARY INVESTIGATOR | $185,707 | $0 | $500 | $0 | $0 | $0 | $26,127 | $0 | $4,399 | $0 | $216,733 | $0 | $0 | $0 |
| ERIC RICHARDS | ||||||||||||||
| PRIMARY INVESTIGATOR | $167,418 | $0 | $500 | $0 | $0 | $0 | $26,568 | $0 | $13,593 | $0 | $208,079 | $0 | $0 | $0 |
| GEORG JANDER | ||||||||||||||
| PRIMARY INVESTIGATOR | $163,918 | $0 | $500 | $0 | $0 | $0 | $29,655 | $0 | $13,317 | $0 | $207,390 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOYCE THOMPSON INSTITUTE, INC. IS A NYS MEMBERSHIP CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD MEMBERS WERE PROVIDED AN ELECTRONIC DRAFT OF THIS RETURN PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CERTIFICATIONS ARE PROVIDED BY DIRECTORS AND OFFICERS TO THE CORPORATE SECRETARY AND DIRECTOR OF HUMAN RESOURCES. CONFLICTS ARE DISCLOSED TO AND REVIEWED BY THE AUDIT COMMITTEE AND BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD COMPENSATION COMMITTEE ESTABLISHES THE SALARIES OF THE PRESIDENT AND THE VICE PRESIDENTS ANNUALLY. COMPARABLE SALARIES AND COST OF LIVING DATA IS PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES. MEETING MINUTES, RECOMMENDATIONS AND SUPPORTING DATA ARE RETAINED BY THE CORPORATE SECRETARY. SALARY REVIEWS ARE PERFORMED ANNUALLY, IN NOVEMBER. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990, 990-T AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST TO THE CORPORATE SECRETARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE CORPORATE SECRETARY. |
| FORM 990, PART IX, LINE 11G | OTHER LABOR COSTS: PROGRAM SERVICE EXPENSES 1,340,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,340,439. OTHER OUTSIDE SERVICES AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 495,436. MANAGEMENT AND GENERAL EXPENSES 67,820. FUNDRAISING EXPENSES 6,500. TOTAL EXPENSES 569,756. |
| FORM 990, PART XI, LINE 9: | NET PERIODIC BENEFIT COST 260,770. CHANGE IN FUNDED STATUS OF POSTRETIREMENT BENEFIT PLAN -32,745. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR. A NEW AUDITOR WAS ENGAGED FOR THE 2020 TAX YEAR. |
Comments