2022-11-14T14:38:47-06:00 2021-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2021-01-01 135659965 LEO BAECK INSTITUTE INC LEOB 2127446400 15 W 16TH STREET NEW YORK NY 10011 WILLIAM WEITZER EXECUTIVE DIRECTOR 2127446400 2022-11-14 1 WILLIAM WEITZER 999009999 WILLIAM EPSTEIN P01307171 2129498700 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z WILLIAM WEITZER 15 W 16TH STREET NEW YORK NY 10011 5052996 0 X WWW.LBI.ORG X 1955 NY THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. 23 23 22 5 0 0 4609605 4813583 27705 17778 127351 187971 20510 -85516 4785171 4933816 53439 34026 0 0 1501425 1486783 0 0 133932 1434022 1522504 2988886 3043313 1796285 1890503 7893790 10322648 390034 307871 7503756 10014777 X THE MISSION OF THE LEO BAECK INSTITUTE IS TO STUDY AND PRESERVE THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. 0 0 446224 LIBRARY - THE LIBRARY OF THE LEO BAECK INSTITUTE IS INTERNATIONALLY RECOGNIZED AS THE MOST COMPREHENSIVE REPOSITORY FOR BOOKS DOCUMENTING THE HISTORY AND CULTURE OF GERMAN-SPEAKING JEWRY. OVER 80,000 VOLUMES AND 900 PERIODICAL TITLES PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL. RICH IN RARITIES RANGING FROM EARLY 16TH CENTURY WRITINGS, TO MOSES MENDELSSOHN AND HEINRICH HEINE, AND FIRST EDITIONS AND DEDICATION COPIES OF WORKS BY MORE RECENT PROMINENT WRITERS, MANY OF ITS VOLUMES WERE SALVAGED FROM FAMOUS JEWISH LIBRARIES THAT WERE CONFISCATED AND DISPERSED BY THE NAZIS. MOST OF THE COLLECTION DEALS WITH CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. (CONTINUED ON SCHED O)(CONTINUED FROM PART III 4A) IT ALSO INCLUDES MATERIAL DATING BACK AS FAR AS THE 16TH CENTURY AND IS AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. 768090 17778 ARCHIVES - THE LEO BAECK INSTITUTE ARCHIVES IS THE OUTSTANDING COLLECTION OF ORIGINAL DOCUMENTS OF ITS KIND. INDIVIDUALS, FAMILIES, AND ORGANIZATIONS HAVE DEPOSITED THEIR DOCUMENTS AT THE LBI. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. A UNIQUE COLLECTION OF OVER 2,000 MEMOIRS OFFERS RARE INSIGHTS INTO THE LIVES OF GERMAN JEWS FROM ALL WALKS OF LIFE FROM 1790 TO THE POST-WAR ERA. 307228 ARTS AND EXHIBITS - IN ADDITION TO THE ARCHIVAL DOCUMENTS AND BOOKS HELD BY THE INSTITUTE, THE COLLECTIONS INCLUDE OVER 6,000 THREE-DIMENSIONAL OBJECTS. OVER ONE-HALF OF THE ART AND OBJECT COLLECTIONS ARE WORKS CREATED BY GERMAN-JEWISH ARTISTS AND/OR BROUGHT OUT OF GERMANY BY REFUGEES. THE BALANCE OF THE MATERIALS ARE OBJECTS THAT THE FAMILIES FOUND IMPORTANT TO TAKE OUT OF GERMANY, INCLUDING RELIGIOUS ITEMS, MILITARY MEDALS, PHOTO ALBUMS, AND MUCH MORE. THE INSTITUTE USES THESE OBJECTS IN EXHIBITIONS WHEN TELLING THE STORY OF GERMAN-SPEAKING JEWRY. 203766 INTERNATIONAL ACTIVITIES 506044 34026 PUBLIC PROGRAMS 709810 34026 2231352 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 22 0 0 1 GM 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X WILLIAM WEITZER 2127446400 15 W 16TH STREET NEW YORK NY 10011 DAVID SORKIN TRUSTEE 1.00 0.00 X 0 0 7035 MARIAN SCHEUER SOFAER TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND VJ SCHRAG TRUSTEE 1.00 0.00 X 0 0 0 CHARLES E SCHEIDT TRUSTEE 1.00 0.00 X 0 0 0 ROBERT S RIFKIND TRUSTEE 1.00 1.00 X 0 0 0 PAUL NEMITZ TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL A MEYER TRUSTEE 1.00 0.00 X 0 0 0 ABRAHAM F LOWENTHAL TRUSTEE 1.00 0.00 X 0 0 0 JOAN C LESSING TRUSTEE 1.00 0.00 X 0 0 0 JOSEF JOFFE TRUSTEE 1.00 0.00 X 0 0 0 DANIELLE SPERA TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL G JESSELSON TRUSTEE 1.00 1.00 X 0 0 0 BERNARD BLUM TRUSTEE 1.00 0.00 X 0 0 0 KENNETH A BAMBERGER TRUSTEE 1.00 0.00 X 0 0 0 EMARY ARONSON TRUSTEE 1.00 0.00 X 0 0 0 DENNIS BAUM SECRETARY 1.00 0.00 X X 0 0 0 AMY HOUSTON TREASURER 1.00 0.00 X X 0 0 0 WERNER GUNDERSHEIMER VICE PRESIDENT 1.00 0.00 X X 0 0 0 DAVID W DETJEN VICE PRESIDENT 1.00 0.00 X X 0 0 0 MICHAEL A BAMBERGER VICE PRESIDENT 1.00 1.00 X X 0 0 0 DAVID G MARWELL PRESIDENT 1.00 0.00 X X 0 0 0 JAMES N DREYFUS TRUSTEE 1.00 0.00 X 0 0 0 HUBERTA VON VOSS-WITTIG TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM H WEITZER EXECUTIVE DIRECTOR 35.00 0.00 X 229926 0 579 FRANK MECKLENBURG DIRECTOR OF RESEARCH 35.00 0.00 X 133058 0 0 362984 0 7614 2 0 1 0 ANTICA PRODUCTION 320 GLEN ROAD TORONTO ONTARIO CA M4W 2X3 PRODUCTION CONSULTING 316737 1 26632 257695 1225391 3303865 32020 4813583 ARCHIVE FEES 519100 17602 17602 SALES OF BOOKS AND PUB 519100 176 176 17778 187971 187971 1741 1741 32020 32020 0 0 87160 257695 87160 0 MISCELLANEOUS 900099 1793 1793 FOREIGN EXHANGE LOSS 900099 -89050 -89050 -87257 4933816 17778 0 102455 X 34026 34026 1380952 1019766 277472 83714 105831 78151 21264 6416 148 148 100540 100540 2183 2183 564316 562086 2230 119794 42564 41059 36171 290883 96985 190176 3722 8495 6603 1650 242 4964 1474 3423 67 39430 11809 27089 532 BOOKS, MATERIAL, MICROF 210640 202838 6611 1191 EXHIBIT FABRICATION 90434 90434 STORAGE 76888 76888 MISCELLANEOUS 13789 7728 4184 1877 3043313 2231352 678029 133932 773761 746947 3400520 1085234 1465003 1037028 4500 7255 22334 31222 343272 310216 35565 33056 2192107 7381906 7893790 10322648 109241 27078 280793 280793 390034 307871 X 2782195 5139049 4721561 4875728 7503756 10014777 7893790 10322648 X 1890503 640518 -20000 X 0 1 X 0 0 X 2368211 3006623 3724942 4609605 4813583 18522964 2368211 3006623 3724942 4609605 4813583 18522964 3473796 15049168 74592 70789 73658 77925 189712 486676 8765 1749 7070 110 -87257 -69563 18940077 69447 0.79460 0.85460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2890174 1781 328505 94427 3126033 2598070 85248 279476 72620 2890174 1829185 597000 246048 74163 2598070 1222855 692286 -19831 66125 1829185 1042449 120000 121259 60853 1222855 0.74763 0.25237 0 0 33250 8604 24646 296424 288014 8410 13598 13598 0 33056 X 5572151 640518 640518 4931633 2183 2183 4933816 3061130 20000 20000 3041130 2183 2183 3043313 PART III, LINE 1A: DESCRIPTION OF COLLECTIONS ITEMS: THE INSTITUTE MAINTAINS THREE COLLECTIONS (I) A LIBRARY COLLECTION OF OVER 80,000 VOLUMES AND 1,600 PERIODICAL TITLES, INCLUDING COMPLETE COLLECTIONS OF VARIOUS PUBLICATIONS, TO PROVIDE IMPORTANT PRIMARY AND SECONDARY MATERIAL FOR RESEARCHERS AND THE GENERAL PUBLIC; (II) ARCHIVES OF THE WRITTEN AND ORAL LEGACY OF GERMAN-SPEAKING JEWRY, WITH OVER 4,000 LINEAR FEET CONTAINING 10,000 COLLECTIONS, OVER 2,000 MEMOIRS AND MANUSCRIPTS, AND MORE THAN 35,000 PHOTOS; THE FILES RANGE FROM FAMILY TREES AND OTHER GENEALOGICAL MATERIAL TO TRAVEL-RELATED EMIGRATION DOCUMENTS, AND MANUSCRIPTS, CLIPPINGS AND OFFICIAL DOCUMENTS PERTAINING TO JEWISH COMMUNITIES THROUGHOUT GERMANY; (III) A COLLECTION OF 6,000 WORKS OF ART AND ARTIFACTS PRESERVING A CRITICAL, VISUAL RECORD OF GERMAN-JEWISH HISTORY AND MATERIAL CULTURE. ALL COLLECTION ITEMS ARE CATALOGUED AND PRESERVED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COST OR VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE STATEMENTS OF THE FINANCIAL POSITION. EACH OF THE THREE COLLECTIONS RECEIVES NEW ITEMS EACH YEAR THROUGH CONTRIBUTIONS THAT ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. ITEMS PURCHASED BY THE INSTITUTE FOR THE COLLECTIONS, PRIMARILY FOR THE LIBRARY, ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE PURCHASED. THE INSTITUTE REVIEWS ITS COLLECTIONS ON AN ONGOING BASIS AND MAY PERIODICALLY ACQUIRE OR DE-ACCESS ITEMS. PROCEEDS RECEIVED FROM DEACCESSIONS ARE EITHER IMPOSED RESTRICTIONS THAT ARE BOARD-RESTRICTED, BASED ON THE RESTRICTIONS PLACED ON THE ORIGINAL GIFT BY THE DONOR, OR LACK THEREOF, AND ARE RESTRICTED TO FUND FUTURE ACQUISITIONS OF COLLECTIONS, OR THE PRESERVATION, CONSERVATION OR DIRECT CARE OF OTHER COLLECTIONS. PART III, LINE 4: DESCRIPTION OF COLLECTIONS FURTHERING THE INSTITUTE'S EXEMPT PURPOSE: THE LEO BAECK INSTITUTE (LBI) IS A CENTER FOR RESEARCH, EXHIBITIONS, AND EVENTS. ITS LIBRARY AND ARCHIVES OFFER THE MOST COMPREHENSIVE DOCUMENTATION FOR THE STUDY OF GERMAN JEWISH HISTORY. MOST OF LBI'S COLLECTION PERTAINS TO CENTRAL EUROPEAN JEWRY DURING THE NINETEENTH AND EARLY TWENTIETH CENTURIES. IT ALSO INCLUDES MATERIAL DATING AS FAR BACK AS THE 16TH CENTURY AND AS CURRENT AS THE JEWISH POPULATION IN GERMANY TODAY. THE FOCUS OF THE COLLECTION IS ON THE DIVERSE CULTURE OF GERMAN-SPEAKING JEWRY, ESPECIALLY IN THE ARTS, SCIENCES, LITERATURE, PHILOSOPHY, AND RELIGION. LBI'S ARCHIVES IS THE OUTSTANDING COLLECTION OF ORIGINAL DOCUMENTS OF ITS KIND. FAMILY PAPERS, COMMUNITY HISTORIES, AND BUSINESS AND PUBLIC RECORDS DATE BACK CENTURIES AND TOUCH UPON VIRTUALLY EVERY PHASE OF GERMAN-JEWISH LIFE. CONTRIBUTED COLLECTIONS ITEMS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE INSTITUTE REVIEWS ITS COLLECTIONS AND MAY PERIODICALLY ACQUIRE OR DEACCESS ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY. PART V, LINE 4: THE INSTITUTE'S ENDOWMENT ASSETS CONSIST OF FIVE DONOR-RESTRICTED FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES. THESE FUNDS INCLUDE ACCUMULATED ENDOWMENT INCOME THAT ARE CLASSIFIED WITHIN NET ASSETS WITH DONOR RESTRICTIONS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. IN INCOME-TAX OBLIGATIONS. BECAUSE OF THE INSTITUTE'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. PART X, LINE 2: THE INSTITUTE IS SUBJECT TO THE PROVISIONS OF THE FASB ASC TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME-TAX OBLIGATIONS. BECAUSE OF THE INSTITUTE'S GENERAL TAXEXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES NOT REPORTED ON FORM 990 20,000. EUROPE (INCLUDING ICELAND & GREENLAND) 2 1 PROGRAM SERVICES MAINT. OF COLLECTION 203766 2 1 0 0 2 1 203766 0 203766 0 0 0 0 0 0 PART I, LINE 2: PROGRAM SERVICES ALL PROJECTS AND ACTIVITIES ARE OVERSEEN BY THE DIRECTOR OF BERLIN OPERATIONS WHOSE WORK IS OVERSEEN BY THE EXECUTIVE DIRECTOR AND FINANCIAL TRANSACTIONS ARE FACILITATED BY THE EXECUTIVE SECRETARY AND MONITORED USING THE SAME FINANCIAL OVERSIGHT SYSTEMS AS ARE USED FOR U.S. EXPENSES. PART I, LINE 3: AMOUNT REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: GALA 344855 257695 87160 70589 16571 344855 257695 87160 70589 16571 87160 0 0 FELLOWSHIPS 3 34026 PART I, LINE 2: FELLOWSHIP RECIPIENTS ARE REQUIRED TO PERFORM RESEARCH AT THE INSTITUTE AND PRESENT SATISFACTORY RESULTS OF THEIR PROJECT. X 0 0 0 0 0 0 0 0 0 WILLIAM H WEITZER EXECUTIVE DIRECTOR 229926 0 0 0 0 0 0 0 579 0 230505 0 0 0 X 1 32020 COMPARABLE SALES 0 1 0 FORM 990, SCHEDULE M, LINE 9, COLUMN B THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS: MICHAEL A. BAMBERGER, VICE PRESIDENT IS FATHER TO KENNETH A BAMBERGER, TRUSTEE; SEPARATELY AMY HOUSTON, TREASURER IS THE DAUGHTER OF BERNARD BLUM, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP: MEMBERS OF THE INSTITUTE CONSIST OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP: THE INSTITUTE'S BOARD OF TRUSTEES IS COMPRISED OF THREE CLASSES, ALL WITH EQUAL VOTING RIGHTS. THE BOARD OF TRUSTEES ARE ELECTED BY A PLURALITY OF THE VOTES CAST AT A MEETING OF THE MEMBERS. AT ANY MEETING OF THE MEMBERS, EACH MEMBER WILL BE ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: DRAFT TAX RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY RELATIONSHIPS, PERSONAL OR BUSINESS, WITH LEO BAECK INSTITUTE AND ANY OTHER RELATED ENTITY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION: THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF FORMS: THE AFOREMENTIONED FORMS ARE AVAILABLE ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNANCE DOCUMENTS: THE AFOREMENTIONED DOCUMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART IX, LINE 11G PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 316,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,737. GENEAOLOGY CONSULTANTS: PROGRAM SERVICE EXPENSES 32,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,400. GERMAN PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 30,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,539. GERMAN RELATIONSHIP CONSULTANTS: PROGRAM SERVICE EXPENSES 82,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,514. PROJECT MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 64,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,850. PUBLIC RELATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 20,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,592. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,454. MANAGEMENT AND GENERAL EXPENSES 2,230. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,684. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSES NOT REPORTED ON FORM 990 -20,000. THE CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 133863344 REPOSITORY NY 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 FORM 990, SCHEDULE R, PART II, LINE 1 IN OCTOBER 1995, THE INSTITUTE, ALONG WITH THREE OTHER NOT-FOR-PROFIT ORGANIZATIONS, THE AMERICAN JEWISH HISTORICAL SOCIETY, THE YIVO INSTITUTE FOR JEWISH RESEARCH, INC., AND THE YESHIVA UNIVERSITY MUSEUM SIGNED AN AGREEMENT FORMING THE CENTER FOR JEWISH HISTORY, INC. (THE "CENTER"), A SEPARATE, 501(C)(3) NOT-FOR-PROFIT CORPORATION. THEREAFTER, THE AMERICAN SEPHARDI FEDERATION ENTERED INTO A SUPPLEMENTAL AGREEMENT WITH THE INITIAL MEMBERS WHICH PROVIDED FOR ITS MEMBERSHIP INTO THE CENTER. UPON LIQUIDATION OF THE CENTER, MEMBER ORGANIZATIONS WOULD BE ENTITLED TO RECEIVE A SHARE OF THE PROCEEDS OF THE LIQUIDATION, SUBJECT TO CERTAIN SENIOR CLAIMS. LIQUIDATION OF THE CENTER REQUIRES THE CONSENT OF ALL MEMBER ORGANIZATIONS. THE CENTER PROVIDES FOR THE OPERATION OF THE INSTITUTE'S OPERATING FACILITY, INCLUDING (I) MAINTENANCE OF ALL OFFICES AND SPECIALIZED AREAS; (II) CONTROL OF THE MECHANICAL SYSTEMS FOR THE BUILDING; (III) MAINTENANCE OF ELEVATORS; (IV) SUPPORT FOR ALL TECHNOLOGY; (V) SECURITY; AND (VI) MANY OTHER RELATED SERVICES. THE CENTER ALSO SERVES AS THE CENTRAL REPOSITORY FOR THE INSTITUTE'S ARCHIVAL DOCUMENTS, BOOKS, PHOTOGRAPHS, PAINTINGS, AND ARTIFACTS. ALTHOUGH THE CENTER DERIVES ITS REVENUE FROM SOURCES TYPICAL OF NOT-FOR-PROFIT ENTERPRISES, REVENUES GENERATED BY THE CENTER ARE NOT SUFFICIENT TO COVER ITS OPERATING EXPENSES. FOR THE YEARS 2021 AND 2020, THE INSTITUTE AND OTHER MEMBERS AGREED TO CONTRIBUTE AN AGGREGATE AMOUNT OF APPROXIMATELY $1,358,000 AND $2,551,000, RESPECTIVELY, TO COVER THE CENTER'S OPERATING COSTS. THE AMOUNT CONTRIBUTED BY EACH MEMBER WAS BASED UPON THE MEMBER'S ALLOCATED SPACE AT THE CENTER. IN ADDITION TO THE FACILITY SERVICES AGREEMENT, IN 2010, THE INSTITUTE AND THE CENTER ENTERED INTO AN AGREEMENT WHEREBY THE INSTITUTE WOULD OPERATE THE DAY-TO-DAY OPERATIONS OF THE CENTER'S MICROFILM LABORATORY. DURING 2019, THE INSTITUTE CAME TO AN AGREEMENT WITH THE CENTER WHERE THE CENTER WOULD HANDLE THE BULK OF THE ACCOUNTING SERVICES FOR THE INSTITUTE. DURING 2017, THE CENTER AND OTHER MEMBER ORGANIZATIONS ENTERED INTO AN AMENDED AGREEMENT THAT INCLUDED UPDATED BYLAWS AND OTHER GOVERNANCE RELATED MATTERS TO FURTHER ENHANCE AND STRENGTHEN THE COLLABORATION AMONG THE FIVE MEMBER ORGANIZATIONS. IN RELATION TO ITS AGREEMENTS WITH THE CENTER, THE INSTITUTE INCURRED OPERATING EXPENSES OF $335,735 AND $557,762 FOR 2021 AND 2020, RESPECTIVELY. AT DECEMBER 31, 2020 THE INSTITUTE OWED THE CENTER APPROXIMATELY $48,000, WHICH IS INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. IN ADDITION, DURING 2020 THE CENTER CHARGED EACH OF THE PARTNERS ITS SHARE OF A SPECIAL ASSESSMENT FOR OPERATING DEFICITS INCURRED BY THE CENTER DURING 2020. THE INSTITUTE'S SHARE OF THE ASSESSMENT WAS $245,838, WHICH IS INCLUDED IN FACILITY SERVICE EXPENSE IN THE ACCOMPANYING STATEMENTS OF FUNCTIONAL EXPENSES. THERE WERE NO SPECIAL ASSESSMENT DURING 2021.