BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE INC (EIN 04-2010675)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201941349349308579
- Schema version
- 2017v2.3
- 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 | 2019-05-14T15:51:32-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043000523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042010675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON PSYCHOANALYTIC SOCIETY AND | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOST | BusinessNameControlTxt |
| Phone | 6172660953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 HERRICK ROAD | AddressLine1Txt |
| City | NEWTON CENTRE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH M SCHWARTZ PHD | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 6172660953 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A DIIULIS | PreparerPersonNm |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.7.66.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 12:32:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B2E1A561AFFFD3BBF97976B10C59320AC83D664 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BC4C3F5EF9ACDA449501A89286BC824F87F981E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES BARRON PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 HERRICK ROAD | AddressLine1Txt |
| City | NEWTON CENTRE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,660,884 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BPSI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $629,834 | PYContributionsGrantsAmt |
| CY Contributions Grants | $467,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $271,593 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $278,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $711,079 | PYInvestmentIncomeAmt |
| CY Investment Income | $431,179 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,612,506 | PYTotalRevenueAmt |
| CY Total Revenue | $1,177,121 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,336 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,023 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $573,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $564,592 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,102 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $611,095 | PYOtherExpensesAmt |
| CY Other Expenses | $628,883 | CYOtherExpensesAmt |
| PY Total Expenses | $1,217,543 | PYTotalExpensesAmt |
| CY Total Expenses | $1,217,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $394,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$40,377 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,796,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,924,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,224,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,168,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,571,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,756,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BOSTON PSYCHOANALYTIC SOCIETY AND INSTITUTE IS DEDICATED TO THE ENDURING VITALITY OF PSYCHOANALYTIC THOUGHT AND PRACTICE IN THE CONTEMPORARY WORLD. THROUGH OUR COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, AND TREATMENT, WE SEEK TO REDUCE EMOTIONAL SUFFERING AND ADVANCE THE GREATER UNDERSTANDING AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $622,695 | ExpenseAmt |
| Grant | $24,023 | GrantAmt |
| Revenue | $278,696 | RevenueAmt |
| Desc | CONDUCTED EDUCATIONAL PROGRAMS IN THE FIELD OF PSYCHOANALYTIC EDUCATION, PSYCHOTHERAPY EDUCATION, AND CONTINUING EDUCATION FOR OUR MEMBERSHIP AND THE MENTAL HEALTH COMMUNITY. | Desc |
| Total Program Service Expenses | $622,695 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | 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 | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE NATHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172660953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 HERRICK ROAD | AddressLine1Txt |
| City | NEWTON CENTRE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH M SCHWARTZ PHD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE WATTS LICSW | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE KIMBLE MD | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | Yes (X) | $98,741 | $0 | $0 |
| MARK GOLDBLATT MD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES NEMETZ | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BARRON PHD | ||||||
| BOARD CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP BURLING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DVORKIN EDD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY FLEISCHER LICSW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET FOX PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN KOLB MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MCCARTHY MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MOLLOD MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN POLLACK MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN SERIFF PSYD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SCHECTER MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SILBEY PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRY SPENCE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY ST CLAIR MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN STERNBACH MD | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D WALTON MD | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,741 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $264,330 | MembershipDuesAmt |
| All Other Contributions | $202,916 | AllOtherContributionsAmt |
| Total Contributions | $467,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $278,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $278,696 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $278,696 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,228 | TotalRevenueColumnAmt |
| Exclusion | $221,228 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,693,714 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,483,763 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,951 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,951 | TotalRevenueColumnAmt |
| Exclusion | $209,951 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $278,696 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $431,179 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,023 | TotalAmt |
| Program Services | $24,023 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,168 | TotalAmt |
| Program Services | $31,909 | ProgramServicesAmt |
| Management And General | $45,584 | ManagementAndGeneralAmt |
| Fundraising | $13,675 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,052 | TotalAmt |
| Program Services | $173,586 | ProgramServicesAmt |
| Management And General | $205,031 | ManagementAndGeneralAmt |
| Fundraising | $17,435 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,048 | TotalAmt |
| Program Services | $17,553 | ProgramServicesAmt |
| Management And General | $20,732 | ManagementAndGeneralAmt |
| Fundraising | $1,763 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,324 | TotalAmt |
| Program Services | $16,359 | ProgramServicesAmt |
| Management And General | $19,322 | ManagementAndGeneralAmt |
| Fundraising | $1,643 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,451 | TotalAmt |
| Management And General | $2,451 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,800 | TotalAmt |
| Management And General | $21,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,390 | TotalAmt |
| Management And General | $62,390 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,748 | TotalAmt |
| Program Services | $9,362 | ProgramServicesAmt |
| Management And General | $13,374 | ManagementAndGeneralAmt |
| Fundraising | $4,012 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,442 | TotalAmt |
| Program Services | $11,233 | ProgramServicesAmt |
| Management And General | $26,209 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,096 | TotalAmt |
| Program Services | $53,297 | ProgramServicesAmt |
| Management And General | $60,799 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,633 | TotalAmt |
| Program Services | $182 | ProgramServicesAmt |
| Management And General | $2,906 | ManagementAndGeneralAmt |
| Fundraising | $545 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,999 | TotalAmt |
| Management And General | $28,999 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,495 | TotalAmt |
| Program Services | $175,270 | ProgramServicesAmt |
| Management And General | $9,225 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,348 | TotalAmt |
| Program Services | $10,539 | ProgramServicesAmt |
| Management And General | $15,809 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HOSPITALITY | $44,549 | $43,213 | $1,336 |
| PSYCHOANALYTIC ELECTRON | $21,989 | $21,989 | |
| HONARARIA SPEAKER FEES | $15,149 | $15,149 | |
| LIBRARY | $12,215 | $12,215 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,579 | TotalAmt |
| Program Services | $6,816 | ProgramServicesAmt |
| Management And General | $19,734 | ManagementAndGeneralAmt |
| Fundraising | $29 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,498 | TotalAmt |
| Program Services | $622,695 | ProgramServicesAmt |
| Management And General | $555,701 | ManagementAndGeneralAmt |
| Fundraising | $39,102 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,174 | BOYAmt |
| EOY | $286,130 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,308 | BOYAmt |
| EOY | $80,628 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,598 | BOYAmt |
| EOY | $61,970 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,696 | BOYAmt |
| EOY | $16,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,470,981 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $674,119 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,979,839 | BOYAmt |
| EOY | $4,796,862 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,854,176 | BOYAmt |
| EOY | $9,259,606 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,319 | BOYAmt |
| EOY | $2,422,507 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,796,110 | BOYAmt |
| EOY | $16,924,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,599 | BOYAmt |
| EOY | $17,570 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,178 | BOYAmt |
| EOY | $1,150,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,777 | BOYAmt |
| EOY | $1,168,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,415,791 | BOYAmt |
| EOY | $13,501,727 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,081,558 | BOYAmt |
| EOY | $2,180,540 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,984 | BOYAmt |
| EOY | $73,984 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,571,333 | BOYAmt |
| EOY | $15,756,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,796,110 | BOYAmt |
| EOY | $16,924,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$40,377 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $225,295 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $827,464 | BeginningYearBalanceAmt |
| Contributions | $36,000 | ContributionsAmt |
| Investment Earnings Or Losses | $44,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,493 | OtherExpendituresAmt |
| End Year Balance | $829,442 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $742,218 | BeginningYearBalanceAmt |
| Contributions | $61,000 | ContributionsAmt |
| Investment Earnings Or Losses | $43,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,397 | OtherExpendituresAmt |
| End Year Balance | $827,464 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $739,244 | BeginningYearBalanceAmt |
| Contributions | $36,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,350 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,676 | OtherExpendituresAmt |
| End Year Balance | $742,218 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $719,145 | BeginningYearBalanceAmt |
| Contributions | $21,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,788 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,689 | OtherExpendituresAmt |
| End Year Balance | $739,244 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $702,058 | ContributionsAmt |
| Investment Earnings Or Losses | $58,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,156 | OtherExpendituresAmt |
| End Year Balance | $719,145 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.78640 | 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 | $4,951,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $455,713 | DepreciationAmt |
| Book Value | $4,495,589 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $519,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,406 | DepreciationAmt |
| Book Value | $301,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,796,862 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND MONEY MARKETS | $471,109 | F |
| MUTUAL FUNDS - BONDS | $1,646,133 | F |
| EXCHANGE-TRADED PRODUCTS | $7,142,364 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,259,606 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID LEASE PAYMENT | Desc |
| Book Value | $2,422,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,422,507 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| Amt | $1,150,816 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,150,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,076,466 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $225,295 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $736,440 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $961,735 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,114,731 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,390 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $62,390 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,177,121 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,891,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $736,440 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $736,440 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,155,108 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,390 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $62,390 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,217,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED FOR THE DONOR ADVISED ACTIVITIES RELATING TO SCHOLARSHIPS, MEMORIALS, BUILDING FUNDS, ETC. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, THE ORGANIZATION MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES, THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION PUBLICIZES THIS INFORMATION ON ITS WEB SITE. |
| SCHEDULE E, PART I, LINE 4 | ALL QUALIFIED APPLICANTS ARE ADMITTED WITHOUT REGARD TO RACE, CREED, OR COLOR; THEREFORE, NO SUCH RECORDS ARE KEPT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $24,023 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS AND MANAGEMENT WORK TOGETHER TO DETERMINE HOW MANY GRANTS WILL BE AWARDED AND THE AMOUNT OF TOTAL GRANTS FOR THE YEAR. THEY KEEP TRACK OF ALL AWARDS AS PART OF THE BUDGETING PROCESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS FOR THE BENEFIT OF ITS MEMBERS, STUDENTS, AND COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE BOARD OF TRUSTEES, WITH THE EXCEPTION OF THE OFFICERS WHO ARE ELECTED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE ORGANIZATION VOTE THROUGH WRITTEN BALLOTS ON MATTERS OF SIGNIFICANCE TO THE ORGANIZATION, ON POLICY MATTERS, AND CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND RELATED DOCUMENTS ARE REVIEWED BY THE FINANCE COMMITTEE, AN AUTHORIZED COMMITTEE OF THE BOARD OF TRUSTEES. AN EMAIL COPY OF THE FORM 990 IS SENT TO EVERY MEMBER OF THE FINANCE COMMITTEE. THE MEMBERS OF THE FINANCE COMMITTEE ARE REQUIRED TO RESPOND WITH ANY QUESTIONS AND APPROVAL WITHIN ONE WEEK OF THE MAILING AND PRIOR TO FILING OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN APRIL OF EACH YEAR, A NEW CONFLICT OF INTEREST FORM IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE FORM IS REQUIRED TO BE RETURN WITHIN ONE MONTH AND IS REQUIRED FOR SERVICES ON THE BOARD OF TRUSTEES. COMPLIANCE IS MONITORED BY THE MANAGING DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION OBTAINS COMPARABLE INFORMATION FROM SOURCES SUCH AS SIMILAR NON PROFIT ORGANIZATIONS AND CONSIDERS COST OF LIVING FACTORS. THE COMPENSATION REVIEW IS PERFORMED ANNUALLY. THE INFORMATION IS COLLECTED BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES WHICH MAKES A RECOMMENDATION TO THE FULL BOARD OF TRUSTEES. THE FINAL DECISION IS BY A VOTE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | BOTH THE OVERSIGHT PROCESS AND THE SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. |
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