FREEDOM INSTITUTE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: FREEDOM INSTITUTE INC (EIN 13-2877912)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-09
IRS object ID: 201821299349303077
Schema version: 2017v2.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-09T16:45:59-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271728945	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 MAMARONECK AVENUE	AddressLine1Txt
City	HARRISON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105281633	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	132877912	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREEDOM INSTITUTE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FREE	BusinessNameControlTxt
Phone	2128380044	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 21ST FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT L MILLER	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2128380044	PhoneNum
Signature	2018-05-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GARRETT M HIGGINS	PreparerPersonNm
PTIN	P00543209	PTIN
Phone	9143818900	PhoneNum
Preparation	2018-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT L MILLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 21ST FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$7,646,132	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FREEDOMINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO ASSIST AND COUNSEL SUBSTANCE ABUSERS, THEIR FAMILIES, AND THEIR EMPLOYERS.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	45	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$555,297	PYContributionsGrantsAmt
CY Contributions Grants	$502,216	CYContributionsGrantsAmt
PY Program Service Revenue	$2,394,468	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,796,250	CYProgramServiceRevenueAmt
PY Investment Income	$161,019	PYInvestmentIncomeAmt
CY Investment Income	$256,557	CYInvestmentIncomeAmt
PY Other Revenue	$62,456	PYOtherRevenueAmt
CY Other Revenue	-$44,452	CYOtherRevenueAmt
PY Total Revenue	$3,173,240	PYTotalRevenueAmt
CY Total Revenue	$3,510,571	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,528,975	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,460,508	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$42,654	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$45,100	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$153,330	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,000,440	PYOtherExpensesAmt
CY Other Expenses	$2,236,609	CYOtherExpensesAmt
PY Total Expenses	$4,572,069	PYTotalExpensesAmt
CY Total Expenses	$4,742,217	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,398,829	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,231,646	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,614,419	TotalAssetsBOYAmt
Total Assets EOY	$4,560,473	TotalAssetsEOYAmt
Total Liabilities BOY	$549,262	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$464,618	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,065,157	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,095,855	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	FOUNDED IN 1976, FREEDOM INSTITUTE IS A RESOURCE CENTER FOR INDIVIDUALS AND FAMILIES COPING WITH ADDICTION AND CO-OCCURRING ISSUES SUCH AS DEPRESSION AND ANXIETY. WE OFFER PERSONALIZED COUNSEL AND CARE TO THOSE SEEKING TO PREVENT, UNDERSTAND OR RECOVER FROM SUBSTANCE ABUSE AND ADDICTION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,874,791	ExpenseAmt
Revenue	$2,796,250	RevenueAmt
Desc	SEE SCHEDULE OFREEDOM INSTITUTE'S CORE CHEMICAL DEPENDENCY TREATMENT SERVICES CONTINUE TO CENTER AROUND OUR INTENSIVE OUTPATIENT PROGRAM (IOP), BUT ALSO INCLUDE A RANGE OF GROUPS AND INDIVIDUAL SERVICES. THE ADDITION OF A BUSINESS DEVELOPMENT PROFESSIONAL AND CAPACITY FOR INSURANCE BILLING IN THE SECOND HALF OF 2016 MADE A SIGNIFICANT DIFFERENCE TO CENSUS IN OUR IOP AND MORNING PROGRAMMING, BUT WE CONTINUED TO EXPERIENCE CHALLENGES WITH OUR EVENING PROGRAMMING DUE TO INCREASED COMPETITION IN THE MARKETPLACE, AND A SIGNIFICANT INCREASE IN THE PERCENTAGE OF CLIENTS WHO WANTED TO MAINTAIN THEIR WORK DEMANDS WHILE PURSUING TREATMENT. IN RESPONSE, WE MODIFIED OUR EVENING PROGRAMMING TO ADD A WIDER RANGE OF OPTIONS AND MORE FLEXIBILITY. RATHER THAN OFFERING A FIXED EVENING OUTPATIENT PROGRAM THAT REQUIRED THREE EVENINGS A WEEK, WE CREATED FREESTANDING GROUPS THAT COULD BE COMBINED A LA CARTE TO CREATE THE APPROPRIATE LEVEL OF CARE FOR EACH CLIENT. THESE GROUPS INCLUDE PROCESS GROUPS FOR PEOPLE AT VARIOUS POINTS IN THEIR SOBRIETY, AS WELL AS STAND-ALONE DBT GROUPS. THIS HAD AN IMMEDIATE IMPACT, AND WE HAVE ALMOST DOUBLED THE NUMBER OF EVENING GROUPS FROM THE TIME WE INITIATED THIS APPROACH. WE CONTINUE TO EXPAND AND IMPROVE OUR RELATIONSHIPS WITH REFERRAL SOURCES, INCREASING OUR COLLABORATION WITH PRIVATE PRACTITIONERS IN THE COMMUNITY, AND HAVE SEEN THIS PAY OFF. WE HAVE ALSO BEGUN TO EXPLORE OTHER STRATEGIC INITIATIVES, ALWAYS WITH AN EYE TO DIVERSIFYING OUR CAPACITY TO BE FINANCIALLY SELF-SUFFICIENT AND MAINTAINING AN EDGE IN THIS INCREASINGLY COMPETITIVE MARKET. THE FAMILY PROGRAM CONTINUES TO OFFER VALUABLE CLINICAL SERVICES TO MANY PEOPLE, AND ALSO TO MAINTAIN CLIENT INVOLVEMENT AT A LEVEL THAT WOULD BRING FAMILY SERVICE INITIATIVES CLOSER TO BREAKING EVEN FINANCIALLY. PLANS ARE UNDERWAY TO RESTRUCTURE THIS PROGRAM IN THE FIRST HALF OF 2018. FREEDOM INSTITUTE'S SCHOOL-BASED PREVENTION PROGRAM, HALLWAYS, CONTINUES TO WORK CLOSELY WITH A NUMBER OF SCHOOLS AROUND SOCIAL EMOTIONAL WELLNESS, ADVISORY PROGRAMMING, SUBSTANCE USE PREVENTION, ISSUES AROUND CONSENT AND SEXUAL VIOLENCE PREVENTION, AND SCHOOL CLIMATE DEVELOPMENT. TIME AND RESOURCE ALLOCATIONS FROM SCHOOLS CONTINUE TO BE THE PRIMARY CHALLENGE. WE HAVE RETAINED A CONSULTANT WITH YEARS OF EXPERIENCE IN THE INDEPENDENT SCHOOL COMMUNITY, FUNDRAISING, AND AS A PARENT ORGANIZER, TO HELP US ADDRESS THESE ISSUES STRATEGICALLY, AND TO IMPROVE OUR PARENT ENGAGEMENT AND IMPLEMENT A FUNDRAISING STRATEGY. THE INDICATED PREVENTION COMPONENT OF HALLWAYS, BEGUN IN 2016 CONTINUES TO GROW AT A SLOW AND STEADY PACE. GOALS FOR 2018 INCLUDE MORE OUTREACH IN AN EFFORT TO GROW THIS PROGRAM.	Desc
Total Program Service Expenses	$3,874,791	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	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	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	0	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	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	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 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	33	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	45	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	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RACHEL RUSSELL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2128380044	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	515 MADISON AVENUE 21ST FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT L MILLER
CHAIRMAN	5.00	Yes (X)	Yes (X)	$0	$0	$0
JACQUELINE R WILLIAMS
SECRETARY	0.20	Yes (X)	Yes (X)	$0	$0	$0
ROBERT BOYLE
TREASURER	0.20	Yes (X)	Yes (X)	$0	$0	$0
JESSICA AMBROSE
TRUSTEE	0.20	Yes (X)		$0	$0	$0
ANSON BARRETT FRELINGHUYSEN
TRUSTEE	0.20	Yes (X)		$0	$0	$0
JOHN LOEFFLER
TRUSTEE	0.20	Yes (X)		$0	$0	$0
PATRICK ROBINSON
TRUSTEE	0.20	Yes (X)		$0	$0	$0
DONNA WICK
TRUSTEE (THRU 1/15/17)	0.20	Yes (X)		$0	$0	$0
RACHEL J RUSSELL
CHIEF CLINICAL OFFICER	35.00			$190,840	$0	$24,967	Yes (X)
PETER LAZAR
SENIOR DIRECTOR, MARKETING & COMMUNITY SERVICES	35.00			$119,172	$0	$20,326		Yes (X)
CARRIE H SANDERS
DIRECTOR OF FAMILY SERVICES	28.00			$114,307	$0	$11,719		Yes (X)
DANA J ROLLINS
GENERAL MANAGER	28.00			$100,800	$0	$32,959		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$525,119	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$89,971	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	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
Fundraising	$320,100	FundraisingAmt
All Other Contributions	$182,116	AllOtherContributionsAmt
Noncash Contributions	$20,204	NoncashContributionsAmt
Total Contributions	$502,216	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	COUNSELING FEES	Desc
Business	621400	BusinessCd
Total Revenue Column	$2,796,250	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,796,250	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,796,250	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$105,228	TotalRevenueColumnAmt
Exclusion	$105,228	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,173,688	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,022,359	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$151,329	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$151,329	TotalRevenueColumnAmt
Exclusion	$151,329	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$68,750	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$320,100	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$113,202	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$44,452	TotalRevenueColumnAmt
Exclusion	-$44,452	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,510,571	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,796,250	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$212,105	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$215,807	TotalAmt
Program Services	$161,855	ProgramServicesAmt
Management And General	$53,952	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,847,237	TotalAmt
Program Services	$1,517,011	ProgramServicesAmt
Management And General	$303,559	ManagementAndGeneralAmt
Fundraising	$26,667	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$34,586	TotalAmt
Program Services	$28,560	ProgramServicesAmt
Management And General	$5,495	ManagementAndGeneralAmt
Fundraising	$531	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$191,713	TotalAmt
Program Services	$157,387	ProgramServicesAmt
Management And General	$31,569	ManagementAndGeneralAmt
Fundraising	$2,757	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$171,165	TotalAmt
Program Services	$139,424	ProgramServicesAmt
Management And General	$29,501	ManagementAndGeneralAmt
Fundraising	$2,240	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,730	TotalAmt
Program Services	$1,500	ProgramServicesAmt
Management And General	$213	ManagementAndGeneralAmt
Fundraising	$17	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$21,000	TotalAmt
Management And General	$21,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$45,100	TotalAmt
Fundraising	$45,100	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$41,437	TotalAmt
Management And General	$41,437	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$607,870	TotalAmt
Program Services	$523,060	ProgramServicesAmt
Management And General	$71,509	ManagementAndGeneralAmt
Fundraising	$13,301	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$93,581	TotalAmt
Program Services	$80,802	ProgramServicesAmt
Fundraising	$12,779	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$180,751	TotalAmt
Program Services	$165,667	ProgramServicesAmt
Management And General	$13,959	ManagementAndGeneralAmt
Fundraising	$1,125	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$102,964	TotalAmt
Program Services	$78,077	ProgramServicesAmt
Management And General	$11,425	ManagementAndGeneralAmt
Fundraising	$13,462	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$881,885	TotalAmt
Program Services	$764,300	ProgramServicesAmt
Management And General	$108,677	ManagementAndGeneralAmt
Fundraising	$8,908	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,285	TotalAmt
Program Services	$11,514	ProgramServicesAmt
Management And General	$1,637	ManagementAndGeneralAmt
Fundraising	$134	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$13,306	TotalAmt
Program Services	$11,532	ProgramServicesAmt
Management And General	$1,640	ManagementAndGeneralAmt
Fundraising	$134	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$42,314	TotalAmt
Program Services	$36,672	ProgramServicesAmt
Management And General	$5,215	ManagementAndGeneralAmt
Fundraising	$427	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$28,334	TotalAmt
Program Services	$24,556	ProgramServicesAmt
Management And General	$3,492	ManagementAndGeneralAmt
Fundraising	$286	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
ACCUPUNCTURE/DRUG TESTI	$168,014	$168,014
SPECIAL EVENTS	$25,404		$25,404
BAD DEBT	$9,125			$9,125
OTHER DIRECT EXPENSES	$5,609	$4,860	$58	$691

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,742,217	TotalAmt
Program Services	$3,874,791	ProgramServicesAmt
Management And General	$714,096	ManagementAndGeneralAmt
Fundraising	$153,330	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$183,661	BOYAmt
EOY	$167,176	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,276,875	BOYAmt
EOY	$289,218	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$81,359	BOYAmt
EOY	$17,510	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$160,230	BOYAmt
EOY	$144,704	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$50,089	BOYAmt
EOY	$36,268	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$807,040	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$652,760	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$186,443	BOYAmt
EOY	$154,280	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,670,779	BOYAmt
EOY	$3,747,414	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,983	BOYAmt
EOY	$3,903	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,614,419	BOYAmt
EOY	$4,560,473	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$156,616	BOYAmt
EOY	$151,390	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$161,437	BOYAmt
EOY	$100,212	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$231,209	BOYAmt
EOY	$213,016	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$549,262	BOYAmt
EOY	$464,618	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,970,417	BOYAmt
EOY	$3,991,908	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,225	BOYAmt
EOY	$49,432	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$54,515	BOYAmt
EOY	$54,515	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,065,157	BOYAmt
EOY	$4,095,855	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,614,419	BOYAmt
EOY	$4,560,473	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,231,646	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$262,344	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$642,778	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$660,088	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$603,610	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$555,297	CurrentTaxYearMinus1YearAmt
Current Tax Year	$502,216	CurrentTaxYearAmt
Total	$2,963,989	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,569,141	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,581,037	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,119,291	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,394,468	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,796,250	CurrentTaxYearAmt
Total	$10,460,187	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,211,919	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,241,125	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,722,901	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,949,765	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,298,466	CurrentTaxYearAmt
Total	$13,424,176	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$61,323	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,536	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$85,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$119,100	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,404	CurrentTaxYearAmt
Total	$496,263	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$61,323	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,536	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$85,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$119,100	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,404	CurrentTaxYearAmt
Total	$496,263	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$12,927,913	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$205,194	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$176,452	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$197,678	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$235,456	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,228	CurrentTaxYearAmt
Total	$920,008	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$205,194	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$176,452	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$197,678	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$235,456	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,228	CurrentTaxYearAmt
Total	$920,008	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,417,113	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,417,577	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,920,579	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,185,221	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,403,694	CurrentTaxYearAmt
Total	$14,344,184	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.90130	PublicSupportCY509Pct
Public Support PY509	0.88730	PublicSupportPY509Pct
Investment Income CY	0.06410	InvestmentIncomeCYPct
Investment Income PY	0.08180	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

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	$4,913,205	BeginningYearBalanceAmt
Investment Earnings Or Losses	$519,861	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,375,000	OtherExpendituresAmt
Administrative Expenses	$41,437	AdministrativeExpensesAmt
End Year Balance	$4,016,629	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,901,951	BeginningYearBalanceAmt
Investment Earnings Or Losses	$439,161	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,375,000	OtherExpendituresAmt
Administrative Expenses	$52,907	AdministrativeExpensesAmt
End Year Balance	$4,913,205	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,315,406	BeginningYearBalanceAmt
Investment Earnings Or Losses	$45,927	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,400,000	OtherExpendituresAmt
Administrative Expenses	$59,382	AdministrativeExpensesAmt
End Year Balance	$5,901,951	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,923,860	BeginningYearBalanceAmt
Investment Earnings Or Losses	$400,528	InvestmentEarningsOrLossesAmt
Other Expenditures	$950,000	OtherExpendituresAmt
Administrative Expenses	$58,982	AdministrativeExpensesAmt
End Year Balance	$7,315,406	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,464,839	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,042,304	InvestmentEarningsOrLossesAmt
Other Expenditures	$525,000	OtherExpendituresAmt
Administrative Expenses	$58,283	AdministrativeExpensesAmt
End Year Balance	$7,923,860	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.97410	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01360	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01230	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	$343,529	OtherCostOrOtherBasisAmt
Depreciation	$293,411	DepreciationAmt
Book Value	$50,118	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$463,511	OtherCostOrOtherBasisAmt
Depreciation	$359,349	DepreciationAmt
Book Value	$104,162	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$154,280	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$213,016	Amt

Field	Value	IRS element (for citing)
Total Liability	$213,016	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,772,915	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$262,344	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$262,344	RevenueNotReportedAmt
Revenue Subtotal	$3,510,571	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,510,571	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,742,217	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,742,217	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,742,217	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES.
PART X, LINE 2:	THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2014.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Email Solicitations	Yes (X)	EmailSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID BOWEN & COMPANY LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	596 WARBURTON AVE	AddressLine1Txt
City	HASTINGS ON HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10706	ZIPCd

Field	Value	IRS element (for citing)
Activity	CONSULTING; FUNDRAISING STRATEGIC PLANNING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$388,850	GrossReceiptsAmt
Retained By Contractor	$45,100	RetainedByContractorAmt
Net To Organization	$343,750	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$388,850	TotalGrossReceiptsAmt
Total Retained By Contractors	$45,100	TotalRetainedByContractorsAmt
Total Net To Organization	$343,750	TotalNetToOrganizationAmt
Licensed States	NY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	BENEFIT DINNER COMMITTEE	Event1Nm
Gross Receipts Event1	$388,850	GrossReceiptsEvent1Amt
Charitable Contri Event1	$320,100	CharitableContriEvent1Amt
Gross Revenue Event1	$68,750	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$87,817	RentFacilityCostsEvent1Amt
Entertainment Event1	$25,385	EntertainmentEvent1Amt
Gross Receipts Total	$388,850	GrossReceiptsTotalAmt
Charitable Contributions Tot	$320,100	CharitableContributionsTotAmt
Gross Revenue Total Events	$68,750	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$87,817	RentFcltyCostsTotalEventsAmt
Entertainment Total Events	$25,385	EntertainmentTotalEventsAmt
Direct Expense Summary Events	$113,202	DirectExpenseSummaryEventsAmt
Net Income Summary	-$44,452	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	THE COMPANY SHALL RECEIVE FROM THE CLIENT AS COMPENSATION FOR ITS SERVICES A FEE OF $42,500, $6,500 OF WHICH IS DUE AND PAYABLE UPON THE SIGNING OF THIS AGREEMENT. THE CLIENT SHALL REIMBURSE THE COMPANY'S OUT-OF-POCKET COSTS AND EXPENSES INCURRED IN CONNECTION WITH THE SERVICES PROVIDED. IN 2017, REIMBURSEMENT OF EXPENSES TOTALED $2,600.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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

Field	Value	IRS element (for citing)
Person	RACHEL J RUSSELL	PersonNm
Title	CHIEF CLINICAL OFFICER	TitleTxt
Base Compensation Filing Org	$190,840	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$6,000	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$18,967	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$215,807	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	ROBERT L. MILLER AND JESSICA AMBROSE HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11B	FREEDOM INSTITUTE INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE CHAIRMAN OF THE BOARD AND GENERAL MANAGER MEET WITH THE OUTSIDE ACCOUNTANT AND REVIEW THE FORM 990 IN DETAIL TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES AT FREEDOM INSTITUTE. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12	WHILE THE CURRENT CONFLICT OF INTEREST POLICY OF THE ORGANIZATION DOES NOT CONFORM WITH ALL OF THE REQUIREMENTS OF THE NYS REVITALIZATION ACT, THE POLICY DOES REQUIRE ANNUAL DISCLOSURE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST. FURTHERMORE, BOARD MEMBERS AND EMPLOYEES, IN THE COURSE OF MEETING OR ACTIVITIES, ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS WELL AS RECUSE THEMSELVES FROM DISCUSSION AND VOTING.
FORM 990, PART VI, SECTION B, LINE 15B	FREEDOM INSTITUTE'S CHIEF MANAGEMENT OFFICER IS CURRENTLY THE CHAIRMAN OF THE BOARD WHO DOES NOT RECEIVE ANY COMPENSATION. IN THE EVENT THAT THE SITUATION SHOULD CHANGE, FREEDOM INSTITUTE WOULD FOLLOW THE PROCEDURES AS SET FORTH BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION. THE KEY EMPLOYEE'S COMPENSATION IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY.
FORM 990, PART IX, LINE 11G	SCHOOL PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 477,133. MANAGEMENT AND GENERAL EXPENSES 61,589. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 538,722. TEMP. HELP: PROGRAM SERVICE EXPENSES 16,717. MANAGEMENT AND GENERAL EXPENSES 5,573. FUNDRAISING EXPENSES 12,949. TOTAL EXPENSES 35,239. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 26,428. MANAGEMENT AND GENERAL EXPENSES 3,758. FUNDRAISING EXPENSES 308. TOTAL EXPENSES 30,494. PENSION ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 2,782. MANAGEMENT AND GENERAL EXPENSES 589. FUNDRAISING EXPENSES 44. TOTAL EXPENSES 3,415.