INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES INC (EIN 52-1531016)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201913189349302176
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T08:50:34-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521399339 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCFL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1104 KENILWORTH DRIVE SUITE 300 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212043102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521531016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR ISLAMIC CHRISTIAN | BusinessNameLine1Txt |
| Business Name Line2 | AND JEWISH STUDIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4104947161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 956 DULANEY VALLEY ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER MILLER RUBENS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4104947161 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DANCZIGER CPA | PreparerPersonNm |
| PTIN | P01257519 | PTIN |
| Phone | 4108284446 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.31.214.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 08:50:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EEE92004231F6FF431D62A83E4B156E95A1673D6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 586B08224631DF1722D5C88B70D6F24458B1A35B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER MILLER RUBENS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 956 DULANEY VALLEY ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,036,709 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ICJS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | WE BUILD LEARNING COMMUNITIES WHERE RELIGIOUS DIFFERENCE BECOMES A POWERFUL FORCE FOR GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,463,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $660,360 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,447 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,650 | CYProgramServiceRevenueAmt |
| PY Investment Income | $650,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $370,699 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,128,946 | PYTotalRevenueAmt |
| CY Total Revenue | $1,036,709 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $882,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $898,163 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $251,176 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $335,908 | PYOtherExpensesAmt |
| CY Other Expenses | $471,386 | CYOtherExpensesAmt |
| PY Total Expenses | $1,218,869 | PYTotalExpensesAmt |
| CY Total Expenses | $1,369,549 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $910,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$332,840 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,852,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,515,122 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,810,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,500,915 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE BUILD LEARNING COMMUNITIES WHERE RELIGIOUS DIFFERENCE BECOMES A POWERFUL FORCE FOR GOOD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $807,632 | ExpenseAmt |
| Desc | PROGRAMS PROVIDE ONGOING EDUCATIONAL OPPORTUNITIES TO ADULT LEARNERS, EDUCATORS, CLERGY, AND MEMBERS OF CHRISTIAN, JEWISH, AND MUSLIM CONGREGATIONS, LOCALLY AND REGIONALLY IN SUPPORT OF THE ICJS MISSION. | Desc |
| Total Program Service Expenses | $807,632 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WADDAIL JR | PersonNm |
| Phone | 4104947161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 956 DULANEY VALLEY ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| PATRICIA BATZA | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M BROWN | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| GEORGE L BUNTING JR | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| ALAN EDELMAN | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DR CHERYL FINNEY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| REV J JOSEPH HART JR | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| LEE M HENDLER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KATHY HOSKINS | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DR JOSEPH M LANGMEAD | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| CHARLES MOORE | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| CHARLES OBRECHT | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| PAULA ROME | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| HON JOHN PETER SARBANES | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| RABBI STEVEN SCHWARTZ | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| RABBI MITCHELL WOHLBERG | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| CLINTON R DALY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| HON ELLEN M HELLER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JACOB P HODES | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| RABBI DANIEL COTZIN BURG | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| WM RANDALL CONE | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DAVID KUNTZ | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| REV EUGENE T SUTTON | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE CITRON | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN S KINKOPF | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| BONNIE CLARKE | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| IMAN AWAD | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| BOB HALLOCK | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| TAZEEN HASHMI | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| REV DENIS J MADDEN | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| LARRY MOSCOW | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| QIMMAH NAJEEULLAH | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| OMAR ZALATIMO | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| HEATHER MILLER RUBENS | ||||||
| EXECUTIVE DI | $148,526 | $0 | $0 | 40.00 | Yes (X) | |
| R DIXON H HARVEY JR | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| GEORGE B HESS JR | ||||||
| TREASURER | $0 | $0 | $0 | Yes (X) | ||
| KENNETH KARPAY | ||||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | ||
| RAFEEF SHALABY | ||||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | ||
| IRFAN MALIK | ||||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,526 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $660,360 | AllOtherContributionsAmt |
| Total Contributions | $660,360 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM FEES-OPERATING | 611710 | $3,990 | $3,990 | |
| SPEAKER FEES-OPERATING | $910 | $910 | ||
| RENTAL | $750 | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,650 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,921 | TotalRevenueColumnAmt |
| Exclusion | $214,921 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $155,778 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $155,778 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,778 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,036,709 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,678 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $215,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,001 | TotalAmt |
| Program Services | $416,766 | ProgramServicesAmt |
| Management And General | $192,456 | ManagementAndGeneralAmt |
| Fundraising | $151,779 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,986 | TotalAmt |
| Program Services | $43,261 | ProgramServicesAmt |
| Management And General | $19,975 | ManagementAndGeneralAmt |
| Fundraising | $15,750 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,176 | TotalAmt |
| Program Services | $31,863 | ProgramServicesAmt |
| Management And General | $14,713 | ManagementAndGeneralAmt |
| Fundraising | $11,600 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,559 | TotalAmt |
| Program Services | $160,335 | ProgramServicesAmt |
| Management And General | $38,706 | ManagementAndGeneralAmt |
| Fundraising | $30,518 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,302 | TotalAmt |
| Program Services | $32,186 | ProgramServicesAmt |
| Management And General | $11,769 | ManagementAndGeneralAmt |
| Fundraising | $9,347 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,623 | TotalAmt |
| Program Services | $17,413 | ProgramServicesAmt |
| Management And General | $6,230 | ManagementAndGeneralAmt |
| Fundraising | $6,980 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,373 | TotalAmt |
| Program Services | $27,779 | ProgramServicesAmt |
| Management And General | $332 | ManagementAndGeneralAmt |
| Fundraising | $262 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,064 | TotalAmt |
| Program Services | $32,492 | ProgramServicesAmt |
| Management And General | $11,504 | ManagementAndGeneralAmt |
| Fundraising | $13,068 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,432 | TotalAmt |
| Program Services | $2,975 | ProgramServicesAmt |
| Management And General | $1,374 | ManagementAndGeneralAmt |
| Fundraising | $1,083 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $23,212 | $12,713 | $5,870 | $4,629 |
| FOOD & BEVERAGE | $13,435 | $12,182 | $701 | $552 |
| MISCELLANEOUS EXPENSES | $11,434 | $6,262 | $2,892 | $2,280 |
| TELEPHONE | $10,360 | $5,674 | $2,620 | $2,066 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,592 | TotalAmt |
| Program Services | $5,731 | ProgramServicesAmt |
| Management And General | $1,599 | ManagementAndGeneralAmt |
| Fundraising | $1,262 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,549 | TotalAmt |
| Program Services | $807,632 | ProgramServicesAmt |
| Management And General | $310,741 | ManagementAndGeneralAmt |
| Fundraising | $251,176 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,358 | BOYAmt |
| EOY | $1,860,886 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,262,587 | BOYAmt |
| EOY | $1,585,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,318,771 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $673,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,249 | BOYAmt |
| EOY | $1,645,489 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,452,081 | BOYAmt |
| EOY | $17,423,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,852,275 | BOYAmt |
| EOY | $22,515,122 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,566 | BOYAmt |
| EOY | $8,207 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,741 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,307 | BOYAmt |
| EOY | $14,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,301,935 | BOYAmt |
| EOY | $15,069,272 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,096 | BOYAmt |
| EOY | $788,031 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,552,937 | BOYAmt |
| EOY | $6,643,612 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,810,968 | BOYAmt |
| EOY | $22,500,915 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,852,275 | BOYAmt |
| EOY | $22,515,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$332,840 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,787 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $519,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,493,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,416,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $660,360 | CurrentTaxYearAmt |
| Total | $7,552,773 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,493,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,416,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $660,360 | CurrentTaxYearAmt |
| Total | $7,552,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,552,773 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,921 | CurrentTaxYearAmt |
| Total | $459,295 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,500 | CurrentTaxYearMinus1YearAmt |
| Total | $16,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,028,528 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,940 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95960 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,681,279 | BeginningYearBalanceAmt |
| Contributions | $61,418 | ContributionsAmt |
| Investment Earnings Or Losses | $388,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,503 | OtherExpendituresAmt |
| End Year Balance | $18,450,304 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,117,675 | BeginningYearBalanceAmt |
| Contributions | $892,570 | ContributionsAmt |
| Investment Earnings Or Losses | $1,314,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $643,491 | OtherExpendituresAmt |
| End Year Balance | $18,681,279 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,334,568 | BeginningYearBalanceAmt |
| Contributions | $456,567 | ContributionsAmt |
| Investment Earnings Or Losses | $1,980,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $654,282 | OtherExpendituresAmt |
| End Year Balance | $17,117,675 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,206,027 | BeginningYearBalanceAmt |
| Contributions | $1,650,990 | ContributionsAmt |
| Investment Earnings Or Losses | -$855,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $666,683 | OtherExpendituresAmt |
| End Year Balance | $15,334,568 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,948,701 | BeginningYearBalanceAmt |
| Contributions | $31,047 | ContributionsAmt |
| Investment Earnings Or Losses | $35,756 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $809,477 | OtherExpendituresAmt |
| End Year Balance | $15,206,027 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59720 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,767 | OtherCostOrOtherBasisAmt |
| Book Value | $279,767 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,862,740 | OtherCostOrOtherBasisAmt |
| Depreciation | $532,222 | DepreciationAmt |
| Book Value | $1,330,518 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $141,060 | DepreciationAmt |
| Book Value | $35,204 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,645,489 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| THE ASSOCIATED-INVESTMENT POOL | $16,818,821 | F |
| MONEY MARKET FUNDS | $451,966 | F |
| AG DLI III, L.P. | $152,685 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,423,472 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $1,059,496 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,787 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22,787 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,036,709 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,036,709 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,369,549 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,369,549 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,369,549 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 1, PART III, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS A COLLECTION OF BOOKS AND ARTWORK, VALUED AT APPROXIMATELY 54,250, THAT IS ON PUBLIC DISPLAY. THE ORGANIZATION HAS ADOPTED A POLICY OF NOT CAPITALIZING THE COLLECTION OF BOOKS AND ARTWORK IN ITS FINANCIAL STATEMENTS. PURCHASES OF COLLECTION ITEMS REDUCE NET ASSETS IN THE PERIOD WHEN PURCHASED. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE RECORDED AS INCREASES IN NET ASSETS WHEN RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE OF THE BOARD REVIEWS A DRAFT OF THE FORM 990 AT THEIR MEETINGS BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | TRUSTEES AND KEY EMPLOYEES SIGN THE CONFLICT OF INTEREST FORM WITH TRUSTEESHIP COMMITTEE REVIEW ON AN ANNUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | FINANCE COMMITTEE REVIEWS SALARIES ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FINANCE COMMITTEE REVIEWS SALARIES ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST , AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL/CONSULTING FEES 86,119 38,260 30,166 HONORARIA 73,250 0 0 REPRESENTATION 966 446 352 TOTAL 160,335 38,706 30,518 |
Comments